SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,712 shares; 2026Q1: 4,638,019 shares; 2026Q2: 5,001,980 shares 5,001,980 $442M 14.05% +363,961 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,571 shares; 2024Q4: 67,900 shares; 2025Q1: 64,752 shares; 2025Q2: 67,041 shares; 2025Q3: 66,541 shares; 2025Q4: 59,427 shares; 2026Q1: 386,955 shares; 2026Q2: 387,221 shares 387,221 $117M 3.71% +266 Timeline SPYV 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: 1,074,161 shares; 2024Q4: 1,078,673 shares; 2025Q1: 1,083,789 shares; 2025Q2: 1,106,250 shares; 2025Q3: 1,058,711 shares; 2025Q4: 706,930 shares; 2026Q1: 1,885,561 shares; 2026Q2: 1,884,218 shares 1,884,218 $116M 3.68% -1,343 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 174,069 shares; 2025Q1: 181,017 shares; 2025Q2: 195,110 shares; 2025Q3: 201,816 shares; 2025Q4: 230,389 shares; 2026Q1: 1,065,665 shares; 2026Q2: 1,058,365 shares 1,058,365 $101M 3.22% -7,300 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: 385,043 shares; 2024Q4: 373,318 shares; 2025Q1: 375,568 shares; 2025Q2: 394,092 shares; 2025Q3: 389,108 shares; 2025Q4: 223,453 shares; 2026Q1: 804,593 shares; 2026Q2: 794,989 shares 794,989 $94.4M 3% -9,604 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,911 shares; 2024Q4: 115,186 shares; 2025Q1: 116,395 shares; 2025Q2: 146,382 shares; 2025Q3: 158,496 shares; 2025Q4: 197,735 shares; 2026Q1: 1,043,067 shares; 2026Q2: 1,188,926 shares 1,188,926 $85.3M 2.71% +145,859 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,948 shares; 2024Q4: 17,621 shares; 2025Q1: 22,280 shares; 2025Q2: 41,710 shares; 2025Q3: 42,910 shares; 2025Q4: 49,029 shares; 2026Q1: 90,015 shares; 2026Q2: 82,963 shares 82,963 $57.1M 1.82% -7,052 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 322,440 shares; 2026Q2: 331,608 shares 331,608 $54.7M 1.74% +9,168 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,551 shares; 2024Q4: 4,665 shares; 2025Q1: 6,220 shares; 2025Q2: 7,180 shares; 2025Q3: 6,381 shares; 2025Q4: 11,692 shares; 2026Q1: 144,092 shares; 2026Q2: 674,232 shares 674,232 $54.5M 1.73% +530,140 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666,621 shares; 2026Q2: 1,027,399 shares 1,027,399 $46.7M 1.49% +360,778 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: 30,132 shares; 2024Q4: 30,821 shares; 2025Q1: 29,038 shares; 2025Q2: 29,970 shares; 2025Q3: 30,288 shares; 2025Q4: 26,263 shares; 2026Q1: 113,090 shares; 2026Q2: 112,186 shares 112,186 $42.6M 1.35% -904 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: 84,790 shares; 2024Q4: 84,663 shares; 2025Q1: 76,102 shares; 2025Q2: 76,750 shares; 2025Q3: 75,931 shares; 2025Q4: 60,623 shares; 2026Q1: 197,617 shares; 2026Q2: 211,513 shares 211,513 $41.8M 1.33% +13,896 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801,648 shares; 2026Q2: 789,092 shares 789,092 $39.9M 1.27% -12,556 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,193,258 shares; 2026Q2: 1,126,459 shares 1,126,459 $39.2M 1.25% -66,799 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,860 shares; 2024Q4: 21,413 shares; 2025Q1: 5,860 shares; 2025Q2: 6,028 shares; 2025Q3: 5,527 shares; 2025Q4: 5,527 shares; 2026Q1: 350,848 shares; 2026Q2: 358,958 shares 358,958 $38.6M 1.23% +8,110 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: 23,754 shares; 2024Q4: 24,342 shares; 2025Q1: 22,693 shares; 2025Q2: 23,566 shares; 2025Q3: 23,860 shares; 2025Q4: 19,500 shares; 2026Q1: 117,821 shares; 2026Q2: 115,433 shares 115,433 $38.5M 1.22% -2,388 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,790 shares; 2024Q4: 5,725 shares; 2025Q1: 5,681 shares; 2025Q2: 5,836 shares; 2025Q3: 5,756 shares; 2025Q4: 5,457 shares; 2026Q1: 73,767 shares; 2026Q2: 74,391 shares 74,391 $37.6M 1.2% +624 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,499 shares; 2026Q2: 262,461 shares 262,461 $33.5M 1.07% -3,038 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: 34,066 shares; 2024Q4: 36,240 shares; 2025Q1: 32,404 shares; 2025Q2: 33,726 shares; 2025Q3: 34,263 shares; 2025Q4: 27,408 shares; 2026Q1: 136,336 shares; 2026Q2: 137,494 shares 137,494 $33.2M 1.05% +1,158 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,900 shares; 2025Q4: 29,476 shares; 2026Q1: 485,308 shares; 2026Q2: 671,256 shares 671,256 $31.4M 1% +185,948 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: 22,584 shares; 2024Q4: 22,467 shares; 2025Q1: 22,584 shares; 2025Q2: 22,612 shares; 2025Q3: 20,134 shares; 2025Q4: 19,996 shares; 2026Q1: 40,982 shares; 2026Q2: 40,943 shares 40,943 $30.6M 0.97% -39 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: 20,947 shares; 2024Q4: 20,659 shares; 2025Q1: 20,405 shares; 2025Q2: 20,868 shares; 2025Q3: 21,323 shares; 2025Q4: 23,915 shares; 2026Q1: 83,410 shares; 2026Q2: 81,850 shares 81,850 $29.7M 0.94% -1,560 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: 10,980 shares; 2024Q4: 10,980 shares; 2025Q1: 11,009 shares; 2025Q2: 15,390 shares; 2025Q3: 14,593 shares; 2025Q4: 15,595 shares; 2026Q1: 40,521 shares; 2026Q2: 39,364 shares 39,364 $29.6M 0.94% -1,157 Timeline AVRE 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: 128,220 shares; 2024Q4: 134,205 shares; 2025Q1: 140,446 shares; 2025Q2: 147,258 shares; 2025Q3: 184,695 shares; 2025Q4: 190,247 shares; 2026Q1: 597,583 shares; 2026Q2: 619,231 shares 619,231 $29.5M 0.94% +21,648 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: 34,392 shares; 2024Q4: 33,492 shares; 2025Q1: 29,490 shares; 2025Q2: 29,085 shares; 2025Q3: 28,500 shares; 2025Q4: 18,584 shares; 2026Q1: 76,834 shares; 2026Q2: 77,299 shares 77,299 $27.7M 0.88% +465 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,180 shares; 2025Q3: 3,180 shares; 2025Q4: 3,634 shares; 2026Q1: 276,972 shares; 2026Q2: 278,220 shares 278,220 $26.9M 0.86% +1,248 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: 19,386 shares; 2024Q4: 19,585 shares; 2025Q1: 19,130 shares; 2025Q2: 19,647 shares; 2025Q3: 19,434 shares; 2025Q4: 16,916 shares; 2026Q1: 163,510 shares; 2026Q2: 167,289 shares 167,289 $24.9M 0.79% +3,779 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,941 shares; 2024Q4: 29,309 shares; 2025Q1: 28,574 shares; 2025Q2: 36,188 shares; 2025Q3: 21,423 shares; 2025Q4: 22,937 shares; 2026Q1: 294,602 shares; 2026Q2: 316,382 shares 316,382 $23.1M 0.74% +21,780 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,424 shares; 2026Q2: 21,644 shares 21,644 $23.1M 0.74% -1,780 Timeline VONE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,891 shares; 2026Q1: 61,531 shares; 2026Q2: 64,114 shares 64,114 $21.7M 0.69% +2,583 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 699,782 shares; 2026Q2: 650,210 shares 650,210 $18.8M 0.6% -49,572 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,839 shares; 2024Q4: 19,001 shares; 2025Q1: 19,386 shares; 2025Q2: 19,370 shares; 2025Q3: 19,344 shares; 2025Q4: 16,674 shares; 2026Q1: 160,578 shares; 2026Q2: 160,285 shares 160,285 $18.7M 0.59% -293 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,679 shares; 2024Q4: 19,546 shares; 2025Q1: 19,396 shares; 2025Q2: 19,308 shares; 2025Q3: 19,251 shares; 2025Q4: 19,454 shares; 2026Q1: 82,779 shares; 2026Q2: 84,960 shares 84,960 $18.6M 0.59% +2,181 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: 123,811 shares; 2024Q4: 122,088 shares; 2025Q1: 121,671 shares; 2025Q2: 121,681 shares; 2025Q3: 107,585 shares; 2025Q4: 106,070 shares; 2026Q1: 126,627 shares; 2026Q2: 126,764 shares 126,764 $17.4M 0.55% +137 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,284 shares; 2024Q4: 3,284 shares; 2025Q1: 3,498 shares; 2025Q2: 3,444 shares; 2025Q3: 4,320 shares; 2025Q4: 4,370 shares; 2026Q1: 16,638 shares; 2026Q2: 16,554 shares 16,554 $17.1M 0.54% -84 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 3,708 shares; 2025Q2: 4,055 shares; 2025Q3: 5,035 shares; 2025Q4: 6,498 shares; 2026Q1: 51,226 shares; 2026Q2: 55,781 shares 55,781 $16.9M 0.54% +4,555 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632,970 shares; 2026Q2: 637,416 shares 637,416 $16.3M 0.52% +4,446 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: 6,804 shares; 2024Q4: 6,872 shares; 2025Q1: 6,044 shares; 2025Q2: 6,342 shares; 2025Q3: 6,736 shares; 2025Q4: 6,293 shares; 2026Q1: 30,185 shares; 2026Q2: 27,975 shares 27,975 $16.1M 0.51% -2,210 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: 1,670 shares; 2024Q4: 1,974 shares; 2025Q1: 2,995 shares; 2025Q2: 4,076 shares; 2025Q3: 4,946 shares; 2025Q4: 4,789 shares; 2026Q1: 41,686 shares; 2026Q2: 42,684 shares 42,684 $16.1M 0.51% +998 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341,598 shares; 2026Q2: 435,082 shares 435,082 $16M 0.51% +93,484 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: 1,254 shares; 2024Q4: 1,233 shares; 2025Q1: 1,228 shares; 2025Q2: 1,444 shares; 2025Q3: 1,378 shares; 2025Q4: 1,316 shares; 2026Q1: 11,130 shares; 2026Q2: 13,329 shares 13,329 $16M 0.51% +2,199 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,325 shares; 2025Q3: 9,489 shares; 2025Q4: 12,671 shares; 2026Q1: 163,511 shares; 2026Q2: 159,599 shares 159,599 $15.8M 0.5% -3,912 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207,377 shares; 2026Q2: 202,549 shares 202,549 $15.2M 0.48% -4,828 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,080 shares; 2025Q4: 3,080 shares; 2026Q1: 182,297 shares; 2026Q2: 181,022 shares 181,022 $14.3M 0.45% -1,275 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,553 shares; 2024Q4: 139,734 shares; 2025Q1: 135,426 shares; 2025Q2: 138,087 shares; 2025Q3: 130,978 shares; 2025Q4: 125,324 shares; 2026Q1: 278,583 shares; 2026Q2: 275,028 shares 275,028 $14.3M 0.45% -3,555 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,339 shares; 2024Q4: 12,494 shares; 2025Q1: 12,153 shares; 2025Q2: 12,084 shares; 2025Q3: 12,393 shares; 2025Q4: 10,713 shares; 2026Q1: 86,723 shares; 2026Q2: 90,690 shares 90,690 $13.2M 0.42% +3,967 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: 2,252 shares; 2024Q4: 3,523 shares; 2025Q1: 4,377 shares; 2025Q2: 5,700 shares; 2025Q3: 7,254 shares; 2025Q4: 7,246 shares; 2026Q1: 224,028 shares; 2026Q2: 22,815 shares 22,815 $12.9M 0.41% -201,213 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: 7,294 shares; 2024Q4: 7,332 shares; 2025Q1: 7,034 shares; 2025Q2: 7,125 shares; 2025Q3: 7,223 shares; 2025Q4: 6,565 shares; 2026Q1: 36,315 shares; 2026Q2: 35,145 shares 35,145 $12.3M 0.39% -1,170 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: 38,379 shares; 2024Q4: 36,468 shares; 2025Q1: 35,903 shares; 2025Q2: 35,216 shares; 2025Q3: 36,468 shares; 2025Q4: 32,112 shares; 2026Q1: 150,041 shares; 2026Q2: 149,477 shares 149,477 $12.3M 0.39% -564 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: 8,456 shares; 2024Q4: 8,530 shares; 2025Q1: 8,889 shares; 2025Q2: 10,491 shares; 2025Q3: 11,458 shares; 2025Q4: 11,283 shares; 2026Q1: 46,527 shares; 2026Q2: 47,859 shares 47,859 $12.2M 0.39% +1,332 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: 25,261 shares; 2024Q4: 25,427 shares; 2025Q1: 25,306 shares; 2025Q2: 25,763 shares; 2025Q3: 26,328 shares; 2025Q4: 24,462 shares; 2026Q1: 87,971 shares; 2026Q2: 88,251 shares 88,251 $12.1M 0.38% +280 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: 5,374 shares; 2024Q4: 5,374 shares; 2025Q1: 5,374 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 5,794 shares; 2026Q1: 22,297 shares; 2026Q2: 132,654 shares 132,654 $11.5M 0.36% +110,357 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: 24,373 shares; 2024Q4: 25,095 shares; 2025Q1: 23,969 shares; 2025Q2: 24,406 shares; 2025Q3: 24,861 shares; 2025Q4: 19,546 shares; 2026Q1: 101,258 shares; 2026Q2: 98,287 shares 98,287 $11.4M 0.36% -2,971 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: 20,905 shares; 2024Q4: 21,079 shares; 2025Q1: 23,079 shares; 2025Q2: 24,433 shares; 2025Q3: 24,849 shares; 2025Q4: 19,231 shares; 2026Q1: 99,048 shares; 2026Q2: 98,940 shares 98,940 $11.1M 0.35% -108 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,916 shares; 2024Q4: 205,018 shares; 2025Q1: 203,240 shares; 2025Q2: 192,984 shares; 2025Q3: 194,978 shares; 2025Q4: 143,292 shares; 2026Q1: 330,377 shares; 2026Q2: 322,369 shares 322,369 $11M 0.35% -8,008 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: 5,317 shares; 2024Q4: 5,296 shares; 2025Q1: 5,446 shares; 2025Q2: 5,412 shares; 2025Q3: 5,708 shares; 2025Q4: 5,869 shares; 2026Q1: 42,564 shares; 2026Q2: 42,391 shares 42,391 $10.7M 0.34% -173 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 408,702 shares 408,702 $10.5M 0.33% new 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: 7,126 shares; 2024Q4: 6,876 shares; 2025Q1: 6,705 shares; 2025Q2: 13,868 shares; 2025Q3: 14,739 shares; 2025Q4: 17,818 shares; 2026Q1: 27,187 shares; 2026Q2: 27,996 shares 27,996 $10.4M 0.33% +809 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: 6,831 shares; 2024Q4: 6,704 shares; 2025Q1: 6,343 shares; 2025Q2: 6,360 shares; 2025Q3: 6,417 shares; 2025Q4: 4,924 shares; 2026Q1: 11,173 shares; 2026Q2: 10,783 shares 10,783 $10.1M 0.32% -390 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,533 shares; 2026Q2: 94,184 shares 94,184 $10M 0.32% +16,651 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,164 shares; 2025Q3: 12,204 shares; 2025Q4: 14,445 shares; 2026Q1: 166,721 shares; 2026Q2: 169,574 shares 169,574 $9.86M 0.31% +2,853 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: 11,009 shares; 2024Q4: 10,648 shares; 2025Q1: 10,648 shares; 2025Q2: 11,281 shares; 2025Q3: 11,107 shares; 2025Q4: 11,107 shares; 2026Q1: 72,232 shares; 2026Q2: 71,387 shares 71,387 $9.81M 0.31% -845 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,038 shares; 2024Q4: 67,040 shares; 2025Q1: 68,741 shares; 2025Q2: 69,273 shares; 2025Q3: 67,256 shares; 2025Q4: 63,912 shares; 2026Q1: 90,277 shares; 2026Q2: 89,859 shares 89,859 $9.35M 0.3% -418 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,902 shares; 2026Q2: 68,629 shares 68,629 $9.33M 0.3% +23,727 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,928 shares; 2025Q4: 92,071 shares; 2026Q1: 194,034 shares; 2026Q2: 211,015 shares 211,015 $8.6M 0.27% +16,981 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,862 shares; 2026Q2: 69,097 shares 69,097 $8.57M 0.27% +11,235 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,320 shares; 2024Q4: 15,208 shares; 2025Q1: 15,767 shares; 2025Q2: 15,719 shares; 2025Q3: 14,770 shares; 2025Q4: 12,016 shares; 2026Q1: 16,643 shares; 2026Q2: 66,486 shares 66,486 $8.24M 0.26% +49,843 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: 4,503 shares; 2024Q4: 5,857 shares; 2025Q1: 5,475 shares; 2025Q2: 5,774 shares; 2025Q3: 6,160 shares; 2025Q4: 5,763 shares; 2026Q1: 20,226 shares; 2026Q2: 19,481 shares 19,481 $8.13M 0.26% -745 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,765 shares; 2026Q1: 64,758 shares; 2026Q2: 89,459 shares 89,459 $8.03M 0.26% +24,701 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,956 shares; 2026Q2: 55,956 shares 55,956 $7.99M 0.25% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 4,214 shares; 2025Q1: 3,937 shares; 2025Q2: 3,896 shares; 2025Q3: 4,075 shares; 2025Q4: 4,217 shares; 2026Q1: 35,698 shares; 2026Q2: 35,035 shares 35,035 $7.96M 0.25% -663 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,980 shares; 2024Q4: 31,970 shares; 2025Q1: 32,054 shares; 2025Q2: 32,138 shares; 2025Q3: 26,794 shares; 2025Q4: 26,794 shares; 2026Q1: 34,426 shares; 2026Q2: 34,482 shares 34,482 $7.86M 0.25% +56 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,914 shares; 2024Q4: 8,914 shares; 2025Q1: 8,914 shares; 2025Q2: 8,914 shares; 2025Q3: 8,914 shares; 2025Q4: 8,914 shares; 2026Q1: 51,519 shares; 2026Q2: 51,534 shares 51,534 $7.77M 0.25% +15 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,596 shares; 2024Q4: 5,596 shares; 2025Q1: 5,596 shares; 2025Q2: 5,558 shares; 2025Q3: 5,524 shares; 2025Q4: 5,600 shares; 2026Q1: 41,884 shares; 2026Q2: 42,157 shares 42,157 $7.72M 0.25% +273 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,119 shares; 2024Q4: 15,250 shares; 2025Q1: 17,294 shares; 2025Q2: 19,014 shares; 2025Q3: 19,771 shares; 2025Q4: not reported; 2026Q1: 20,464 shares; 2026Q2: 211,199 shares 211,199 $7.63M 0.24% +190,735 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,178 shares; 2025Q3: 5,178 shares; 2025Q4: 5,178 shares; 2026Q1: 159,260 shares; 2026Q2: 148,390 shares 148,390 $7.5M 0.24% -10,870 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: 7,721 shares; 2024Q4: 7,715 shares; 2025Q1: 7,397 shares; 2025Q2: 7,207 shares; 2025Q3: 7,359 shares; 2025Q4: 7,366 shares; 2026Q1: 56,186 shares; 2026Q2: 51,232 shares 51,232 $7.21M 0.23% -4,954 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,252 shares; 2025Q1: 1,243 shares; 2025Q2: 1,242 shares; 2025Q3: 1,241 shares; 2025Q4: 1,235 shares; 2026Q1: 10,178 shares; 2026Q2: 10,279 shares 10,279 $7.17M 0.23% +101 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: 7,429 shares; 2024Q4: 7,372 shares; 2025Q1: 6,808 shares; 2025Q2: 6,662 shares; 2025Q3: 6,708 shares; 2025Q4: 5,385 shares; 2026Q1: 14,511 shares; 2026Q2: 13,586 shares 13,586 $7.1M 0.23% -925 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,631 shares; 2026Q1: 110,131 shares; 2026Q2: 125,285 shares 125,285 $7.08M 0.22% +15,154 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: 14,548 shares; 2024Q4: 14,859 shares; 2025Q1: 13,740 shares; 2025Q2: 14,268 shares; 2025Q3: 15,074 shares; 2025Q4: 13,022 shares; 2026Q1: 47,672 shares; 2026Q2: 46,064 shares 46,064 $6.97M 0.22% -1,608 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 693 shares; 2026Q1: 14,189 shares; 2026Q2: 16,214 shares 16,214 $6.81M 0.22% +2,025 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,062 shares; 2026Q2: 5,979 shares 5,979 $6.76M 0.21% -83 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,340 shares; 2024Q4: 10,731 shares; 2025Q1: 10,760 shares; 2025Q2: 11,284 shares; 2025Q3: 11,282 shares; 2025Q4: 10,746 shares; 2026Q1: 41,875 shares; 2026Q2: 40,284 shares 40,284 $6.7M 0.21% -1,591 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,358 shares; 2024Q4: 3,402 shares; 2025Q1: 5,119 shares; 2025Q2: 6,554 shares; 2025Q3: 8,760 shares; 2025Q4: 9,309 shares; 2026Q1: 35,020 shares; 2026Q2: 34,358 shares 34,358 $6.7M 0.21% -662 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,481 shares; 2024Q4: 3,481 shares; 2025Q1: 3,481 shares; 2025Q2: 4,826 shares; 2025Q3: 4,826 shares; 2025Q4: 10,972 shares; 2026Q1: 131,302 shares; 2026Q2: 146,322 shares 146,322 $6.63M 0.21% +15,020 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384,880 shares; 2026Q2: 372,507 shares 372,507 $6.62M 0.21% -12,373 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,945 shares; 2024Q4: 3,685 shares; 2025Q1: 3,675 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,754 shares; 2026Q1: 18,442 shares; 2026Q2: 18,747 shares 18,747 $6.52M 0.21% +305 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,990 shares; 2025Q4: 6,462 shares; 2026Q1: 48,850 shares; 2026Q2: 45,939 shares 45,939 $6.5M 0.21% -2,911 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: 5,780 shares; 2024Q4: 11,828 shares; 2025Q1: 10,879 shares; 2025Q2: 10,877 shares; 2025Q3: 10,975 shares; 2025Q4: 8,910 shares; 2026Q1: 18,964 shares; 2026Q2: 18,484 shares 18,484 $6.43M 0.2% -480 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,735 shares; 2026Q2: 43,023 shares 43,023 $6.2M 0.2% +288 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: 3,524 shares; 2024Q4: 3,359 shares; 2025Q1: 3,359 shares; 2025Q2: 3,450 shares; 2025Q3: 3,595 shares; 2025Q4: 3,601 shares; 2026Q1: 9,306 shares; 2026Q2: 9,648 shares 9,648 $6.12M 0.19% +342 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,710 shares; 2024Q4: 8,710 shares; 2025Q1: 8,710 shares; 2025Q2: 11,357 shares; 2025Q3: 12,484 shares; 2025Q4: 15,790 shares; 2026Q1: 27,494 shares; 2026Q2: 30,872 shares 30,872 $6.11M 0.19% +3,378 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,901 shares; 2026Q2: 122,424 shares 122,424 $6.09M 0.19% +5,523 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: 8,736 shares; 2024Q4: 4,143 shares; 2025Q1: 3,904 shares; 2025Q2: 3,804 shares; 2025Q3: 3,731 shares; 2025Q4: 3,725 shares; 2026Q1: 20,633 shares; 2026Q2: 21,031 shares 21,031 $6.06M 0.19% +398 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: 38,413 shares; 2024Q4: 38,413 shares; 2025Q1: 38,413 shares; 2025Q2: 37,807 shares; 2025Q3: 37,742 shares; 2025Q4: 71,746 shares; 2026Q1: 155,955 shares; 2026Q2: 135,626 shares 135,626 $6.03M 0.19% -20,329 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,914 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 900 shares; 2026Q1: 8,594 shares; 2026Q2: 8,567 shares 8,567 $5.76M 0.18% -27 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: 24,599 shares; 2024Q4: 24,230 shares; 2025Q1: 23,298 shares; 2025Q2: 24,284 shares; 2025Q3: 24,797 shares; 2025Q4: 20,059 shares; 2026Q1: 85,414 shares; 2026Q2: 62,435 shares 62,435 $5.71M 0.18% -22,979 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,956 shares; 2024Q4: 16,830 shares; 2025Q1: 13,237 shares; 2025Q2: 17,062 shares; 2025Q3: 12,980 shares; 2025Q4: 12,861 shares; 2026Q1: 65,304 shares; 2026Q2: 68,858 shares 68,858 $5.69M 0.18% +3,554 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: 7,845 shares; 2024Q4: 7,914 shares; 2025Q1: 7,170 shares; 2025Q2: 7,196 shares; 2025Q3: 7,536 shares; 2025Q4: 6,275 shares; 2026Q1: 15,329 shares; 2026Q2: 14,273 shares 14,273 $5.62M 0.18% -1,056 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,376 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 2,084 shares; 2026Q1: 14,269 shares; 2026Q2: 14,903 shares 14,903 $5.6M 0.18% +634 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 3,095 shares; 2025Q3: 3,075 shares; 2025Q4: 3,176 shares; 2026Q1: 8,054 shares; 2026Q2: 7,429 shares 7,429 $5.45M 0.17% -625 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,836 shares; 2026Q2: 88,546 shares 88,546 $5.44M 0.17% +18,710 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,760 shares; 2025Q1: 9,760 shares; 2025Q2: 9,760 shares; 2025Q3: 9,760 shares; 2025Q4: 9,265 shares; 2026Q1: 12,920 shares; 2026Q2: 12,820 shares 12,820 $5.14M 0.16% -100 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: 8,125 shares; 2024Q4: 8,056 shares; 2025Q1: 7,679 shares; 2025Q2: 7,664 shares; 2025Q3: 7,499 shares; 2025Q4: 5,412 shares; 2026Q1: 28,489 shares; 2026Q2: 32,047 shares 32,047 $5.11M 0.16% +3,558 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: 10,338 shares; 2024Q4: 10,358 shares; 2025Q1: 10,338 shares; 2025Q2: 10,338 shares; 2025Q3: 10,017 shares; 2025Q4: 9,510 shares; 2026Q1: 16,877 shares; 2026Q2: 16,755 shares 16,755 $5.03M 0.16% -122 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: 709 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 893 shares; 2025Q3: 956 shares; 2025Q4: 1,122 shares; 2026Q1: 4,457 shares; 2026Q2: 4,827 shares 4,827 $4.95M 0.16% +370 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,348 shares; 2026Q2: 59,422 shares 59,422 $4.91M 0.16% +2,074 Timeline GLIX LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,407 shares; 2026Q2: 174,260 shares 174,260 $4.84M 0.15% +47,853 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,083 shares; 2026Q2: 150,453 shares 150,453 $4.84M 0.15% +29,370 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 1,013 shares; 2025Q4: 3,157 shares; 2026Q1: 13,768 shares; 2026Q2: 15,732 shares 15,732 $4.81M 0.15% +1,964 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,042 shares; 2026Q2: 102,293 shares 102,293 $4.67M 0.15% +19,251 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,514 shares; 2026Q2: 85,514 shares 85,514 $4.51M 0.14% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,128 shares; 2024Q4: 14,898 shares; 2025Q1: 16,898 shares; 2025Q2: 16,879 shares; 2025Q3: 15,710 shares; 2025Q4: 17,880 shares; 2026Q1: 53,992 shares; 2026Q2: 52,592 shares 52,592 $4.5M 0.14% -1,400 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,791 shares; 2024Q4: 14,623 shares; 2025Q1: 12,942 shares; 2025Q2: 13,049 shares; 2025Q3: 14,429 shares; 2025Q4: 12,658 shares; 2026Q1: 48,613 shares; 2026Q2: 46,455 shares 46,455 $4.5M 0.14% -2,158 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: 11,760 shares; 2024Q4: 11,760 shares; 2025Q1: 12,325 shares; 2025Q2: 12,215 shares; 2025Q3: 12,215 shares; 2025Q4: 12,122 shares; 2026Q1: 18,817 shares; 2026Q2: 18,273 shares 18,273 $4.45M 0.14% -544 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,132 shares; 2026Q2: 139,930 shares 139,930 $4.44M 0.14% +26,798 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: 8,158 shares; 2024Q4: 8,234 shares; 2025Q1: 7,750 shares; 2025Q2: 7,526 shares; 2025Q3: 7,660 shares; 2025Q4: 6,092 shares; 2026Q1: 17,313 shares; 2026Q2: 16,135 shares 16,135 $4.43M 0.14% -1,178 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: 18,988 shares; 2024Q4: 17,239 shares; 2025Q1: 16,469 shares; 2025Q2: 14,978 shares; 2025Q3: 16,766 shares; 2025Q4: 13,947 shares; 2026Q1: 50,970 shares; 2026Q2: 49,025 shares 49,025 $4.3M 0.14% -1,945 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,946 shares; 2026Q2: 73,044 shares 73,044 $4.3M 0.14% +2,098 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 335 shares; 2026Q1: 3,069 shares; 2026Q2: 3,624 shares 3,624 $4.23M 0.13% +555 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: 2,490 shares; 2024Q4: 2,513 shares; 2025Q1: 2,326 shares; 2025Q2: 2,351 shares; 2025Q3: 2,559 shares; 2025Q4: 2,454 shares; 2026Q1: 9,290 shares; 2026Q2: 10,096 shares 10,096 $4.21M 0.13% +806 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 1,738 shares; 2025Q3: 1,678 shares; 2025Q4: 1,713 shares; 2026Q1: 9,276 shares; 2026Q2: 8,202 shares 8,202 $4.15M 0.13% -1,074 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,593 shares; 2026Q2: 53,715 shares 53,715 $4.1M 0.13% +6,122 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: 20,020 shares; 2024Q4: 20,020 shares; 2025Q1: 20,020 shares; 2025Q2: 24,918 shares; 2025Q3: 26,688 shares; 2025Q4: 31,064 shares; 2026Q1: 44,582 shares; 2026Q2: 46,917 shares 46,917 $4.02M 0.13% +2,335 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,216 shares; 2024Q4: 8,132 shares; 2025Q1: 6,590 shares; 2025Q2: 7,313 shares; 2025Q3: 7,917 shares; 2025Q4: 5,895 shares; 2026Q1: 32,925 shares; 2026Q2: 33,131 shares 33,131 $4M 0.13% +206 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,708 shares 13,708 $3.94M 0.13% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,783 shares; 2024Q4: 3,813 shares; 2025Q1: 3,782 shares; 2025Q2: 5,092 shares; 2025Q3: 2,889 shares; 2025Q4: 3,083 shares; 2026Q1: 36,935 shares; 2026Q2: 46,499 shares 46,499 $3.92M 0.12% +9,564 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares; 2026Q1: 18,800 shares; 2026Q2: 15,398 shares 15,398 $3.84M 0.12% -3,402 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,525 shares; 2024Q4: 8,256 shares; 2025Q1: 7,896 shares; 2025Q2: 7,896 shares; 2025Q3: 8,746 shares; 2025Q4: 8,681 shares; 2026Q1: 15,187 shares; 2026Q2: 97,297 shares 97,297 $3.8M 0.12% +82,110 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,104 shares; 2026Q2: 52,009 shares 52,009 $3.79M 0.12% +15,905 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,023 shares; 2026Q2: 65,711 shares 65,711 $3.75M 0.12% +1,688 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,372 shares; 2026Q2: 122,869 shares 122,869 $3.75M 0.12% -15,503 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,548 shares; 2026Q2: 51,254 shares 51,254 $3.72M 0.12% -3,294 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,339 shares; 2026Q2: 19,054 shares 19,054 $3.68M 0.12% +12,715 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,802 shares; 2024Q4: 9,720 shares; 2025Q1: 9,467 shares; 2025Q2: 7,900 shares; 2025Q3: 7,495 shares; 2025Q4: not reported; 2026Q1: 163,133 shares; 2026Q2: 177,109 shares 177,109 $3.66M 0.12% +13,976 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208,000 shares; 2026Q2: 208,000 shares 208,000 $3.61M 0.11% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,773 shares; 2026Q2: 4,775 shares 4,775 $3.61M 0.11% +2 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: 6,005 shares; 2024Q4: 6,048 shares; 2025Q1: 6,048 shares; 2025Q2: 6,169 shares; 2025Q3: 6,529 shares; 2025Q4: 6,564 shares; 2026Q1: 27,686 shares; 2026Q2: 28,130 shares 28,130 $3.59M 0.11% +444 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,299 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 8,019 shares; 2026Q1: 26,055 shares; 2026Q2: 25,144 shares 25,144 $3.59M 0.11% -911 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,224 shares; 2026Q2: 14,806 shares 14,806 $3.57M 0.11% -3,418 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,831 shares; 2025Q3: 19,350 shares; 2025Q4: 17,456 shares; 2026Q1: 39,712 shares; 2026Q2: 38,875 shares 38,875 $3.54M 0.11% -837 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,146 shares; 2026Q2: 59,725 shares 59,725 $3.49M 0.11% +9,579 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,427 shares; 2026Q2: 6,393 shares 6,393 $3.46M 0.11% -1,034 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,652 shares; 2024Q4: 8,556 shares; 2025Q1: 8,534 shares; 2025Q2: 8,132 shares; 2025Q3: 7,863 shares; 2025Q4: 7,527 shares; 2026Q1: 10,357 shares; 2026Q2: 9,947 shares 9,947 $3.43M 0.11% -410 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 5,080 shares; 2025Q1: 5,080 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares; 2025Q4: 6,748 shares; 2026Q1: 23,127 shares; 2026Q2: 23,277 shares 23,277 $3.39M 0.11% +150 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838,978 shares; 2026Q2: 370,177 shares 370,177 $3.39M 0.11% -468,801 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,659 shares; 2024Q4: 5,821 shares; 2025Q1: 5,546 shares; 2025Q2: 5,881 shares; 2025Q3: 5,987 shares; 2025Q4: 4,570 shares; 2026Q1: 10,146 shares; 2026Q2: 9,230 shares 9,230 $3.38M 0.11% -916 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,650 shares; 2026Q2: 17,980 shares 17,980 $3.36M 0.11% +11,330 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: 11,830 shares; 2024Q4: 11,830 shares; 2025Q1: 11,814 shares; 2025Q2: 13,914 shares; 2025Q3: 25,914 shares; 2025Q4: 33,399 shares; 2026Q1: 43,488 shares; 2026Q2: 43,592 shares 43,592 $3.36M 0.11% +104 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: 4,750 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,106 shares; 2026Q2: 9,708 shares 9,708 $3.23M 0.1% +602 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,054 shares; 2026Q2: 17,015 shares 17,015 $3.2M 0.1% +1,961 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,615 shares; 2026Q2: 14,737 shares 14,737 $3.17M 0.1% -878 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,335 shares; 2024Q4: 9,756 shares; 2025Q1: 10,443 shares; 2025Q2: 9,992 shares; 2025Q3: 10,367 shares; 2025Q4: 8,565 shares; 2026Q1: 35,787 shares; 2026Q2: 32,640 shares 32,640 $3.16M 0.1% -3,147 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,374 shares; 2024Q4: 4,374 shares; 2025Q1: 4,374 shares; 2025Q2: 4,466 shares; 2025Q3: 4,466 shares; 2025Q4: 4,516 shares; 2026Q1: 42,306 shares; 2026Q2: 43,487 shares 43,487 $3.13M 0.1% +1,181 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,772 shares; 2024Q4: 11,589 shares; 2025Q1: 9,422 shares; 2025Q2: 11,704 shares; 2025Q3: 11,600 shares; 2025Q4: 9,376 shares; 2026Q1: 30,070 shares; 2026Q2: 30,177 shares 30,177 $3.1M 0.1% +107 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: 388 shares; 2024Q4: 652 shares; 2025Q1: 725 shares; 2025Q2: 761 shares; 2025Q3: 794 shares; 2025Q4: 2,714 shares; 2026Q1: 17,153 shares; 2026Q2: 30,582 shares 30,582 $3.06M 0.1% +13,429 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 650 shares; 2025Q3: 1,016 shares; 2025Q4: 10,310 shares; 2026Q1: 41,914 shares; 2026Q2: 41,280 shares 41,280 $3.04M 0.1% -634 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,797 shares; 2026Q2: 10,089 shares 10,089 $3.03M 0.1% +1,292 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,196 shares; 2026Q2: 39,227 shares 39,227 $3.03M 0.1% +9,031 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,491 shares; 2026Q2: 98,513 shares 98,513 $3.02M 0.1% -7,978 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,933 shares; 2026Q2: 12,549 shares 12,549 $3M 0.1% -384 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,285 shares; 2026Q1: 24,965 shares; 2026Q2: 31,253 shares 31,253 $2.95M 0.09% +6,288 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,091 shares; 2026Q2: 12,323 shares 12,323 $2.95M 0.09% +232 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: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: 199 shares; 2026Q1: 1,134 shares; 2026Q2: 1,522 shares 1,522 $2.91M 0.09% +388 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: 23,487 shares; 2024Q4: 23,045 shares; 2025Q1: 22,237 shares; 2025Q2: 21,216 shares; 2025Q3: 16,361 shares; 2025Q4: 17,463 shares; 2026Q1: 50,205 shares; 2026Q2: 50,571 shares 50,571 $2.9M 0.09% +366 Timeline SVIX VS TRUST More: the full row for VS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,913 shares; 2026Q2: 120,972 shares 120,972 $2.88M 0.09% +10,059 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 3,695 shares; 2025Q4: 5,804 shares; 2026Q1: 10,871 shares; 2026Q2: 11,529 shares 11,529 $2.83M 0.09% +658 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,436 shares; 2026Q2: 29,081 shares 29,081 $2.8M 0.09% -1,355 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,033 shares; 2025Q3: 55,621 shares; 2025Q4: 63,107 shares; 2026Q1: 554,974 shares; 2026Q2: 143,202 shares 143,202 $2.72M 0.09% -411,772 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,845 shares; 2026Q2: 3,864 shares 3,864 $2.72M 0.09% +19 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: 4,975 shares; 2024Q4: not reported; 2025Q1: 4,492 shares; 2025Q2: 4,715 shares; 2025Q3: 5,465 shares; 2025Q4: not reported; 2026Q1: 63,411 shares; 2026Q2: 62,904 shares 62,904 $2.66M 0.08% -507 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,277 shares; 2026Q2: 6,841 shares 6,841 $2.63M 0.08% +564 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,997 shares; 2026Q2: 25,475 shares 25,475 $2.62M 0.08% +13,478 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: 44,105 shares; 2024Q4: 33,331 shares; 2025Q1: 32,062 shares; 2025Q2: 34,766 shares; 2025Q3: 45,392 shares; 2025Q4: 46,404 shares; 2026Q1: 113,283 shares; 2026Q2: 109,634 shares 109,634 $2.62M 0.08% -3,649 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 6,783 shares; 2025Q1: 5,796 shares; 2025Q2: 6,066 shares; 2025Q3: 6,259 shares; 2025Q4: 4,322 shares; 2026Q1: 10,706 shares; 2026Q2: 8,296 shares 8,296 $2.62M 0.08% -2,410 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,163 shares; 2026Q2: 110,350 shares 110,350 $2.6M 0.08% -10,813 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,456 shares; 2026Q2: 17,611 shares 17,611 $2.57M 0.08% +3,155 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,604 shares; 2024Q4: 5,564 shares; 2025Q1: 5,604 shares; 2025Q2: 5,644 shares; 2025Q3: 5,644 shares; 2025Q4: 7,818 shares; 2026Q1: 24,039 shares; 2026Q2: 23,235 shares 23,235 $2.56M 0.08% -804 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 734 shares; 2026Q2: 9,907 shares 9,907 $2.53M 0.08% +9,173 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 12,266 shares; 2026Q2: 13,572 shares 13,572 $2.51M 0.08% +1,306 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,000 shares; 2026Q2: 33,000 shares 33,000 $2.5M 0.08% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,882 shares; 2024Q4: 10,882 shares; 2025Q1: 13,907 shares; 2025Q2: 19,330 shares; 2025Q3: 14,614 shares; 2025Q4: 15,950 shares; 2026Q1: 41,184 shares; 2026Q2: 41,339 shares 41,339 $2.47M 0.08% +155 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,291 shares; 2026Q2: 12,133 shares 12,133 $2.46M 0.08% +4,842 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: 26,802 shares; 2024Q4: 25,233 shares; 2025Q1: 23,993 shares; 2025Q2: 25,119 shares; 2025Q3: 26,212 shares; 2025Q4: 18,645 shares; 2026Q1: 45,512 shares; 2026Q2: 44,504 shares 44,504 $2.35M 0.07% -1,008 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: 6,199 shares; 2024Q4: 5,582 shares; 2025Q1: 4,860 shares; 2025Q2: 4,865 shares; 2025Q3: 5,886 shares; 2025Q4: 4,026 shares; 2026Q1: 15,753 shares; 2026Q2: 14,358 shares 14,358 $2.34M 0.07% -1,395 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,735 shares; 2026Q2: 25,175 shares 25,175 $2.32M 0.07% +3,440 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: 20,807 shares; 2024Q4: 21,154 shares; 2025Q1: 19,747 shares; 2025Q2: 20,089 shares; 2025Q3: 22,220 shares; 2025Q4: 14,672 shares; 2026Q1: 42,675 shares; 2026Q2: 39,417 shares 39,417 $2.31M 0.07% -3,258 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,821 shares; 2024Q4: 14,366 shares; 2025Q1: 14,176 shares; 2025Q2: 14,176 shares; 2025Q3: 13,576 shares; 2025Q4: 13,576 shares; 2026Q1: 84,620 shares; 2026Q2: 82,965 shares 82,965 $2.3M 0.07% -1,655 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 6,180 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares; 2026Q1: 26,568 shares; 2026Q2: 25,376 shares 25,376 $2.3M 0.07% -1,192 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,139 shares; 2026Q2: 25,755 shares 25,755 $2.29M 0.07% +12,616 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,580 shares; 2026Q2: 6,657 shares 6,657 $2.25M 0.07% -923 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,565 shares; 2026Q2: 35,919 shares 35,919 $2.21M 0.07% -1,646 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,816 shares; 2026Q2: 13,887 shares 13,887 $2.2M 0.07% +71 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: 937 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 1,047 shares; 2025Q3: 997 shares; 2025Q4: 849 shares; 2026Q1: 2,505 shares; 2026Q2: 4,182 shares 4,182 $2.2M 0.07% +1,677 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,248 shares; 2026Q2: 28,855 shares 28,855 $2.19M 0.07% -7,393 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,690 shares; 2026Q2: 41,833 shares 41,833 $2.18M 0.07% -1,857 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,757 shares; 2026Q2: 31,703 shares 31,703 $2.18M 0.07% +2,946 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 2,923 shares; 2025Q2: 2,923 shares; 2025Q3: 3,123 shares; 2025Q4: 4,590 shares; 2026Q1: 13,916 shares; 2026Q2: 13,261 shares 13,261 $2.16M 0.07% -655 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: 4,751 shares; 2024Q4: 4,587 shares; 2025Q1: 4,499 shares; 2025Q2: 4,775 shares; 2025Q3: 5,125 shares; 2025Q4: 5,167 shares; 2026Q1: 10,312 shares; 2026Q2: 9,524 shares 9,524 $2.11M 0.07% -788 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: 3,342 shares; 2024Q4: 3,039 shares; 2025Q1: 3,039 shares; 2025Q2: 3,326 shares; 2025Q3: 3,481 shares; 2025Q4: 3,211 shares; 2026Q1: 8,112 shares; 2026Q2: 7,603 shares 7,603 $2.11M 0.07% -509 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 926 shares; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 3,964 shares; 2026Q2: 3,982 shares 3,982 $2.07M 0.07% +18 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares; 2026Q2: 13,330 shares 13,330 $2.06M 0.07% +10,617 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,578 shares; 2026Q2: 33,152 shares 33,152 $2.04M 0.06% +8,574 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,773 shares; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares; 2026Q1: 11,540 shares; 2026Q2: 11,630 shares 11,630 $2.03M 0.06% +90 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,382 shares; 2024Q4: 2,382 shares; 2025Q1: 2,967 shares; 2025Q2: 3,098 shares; 2025Q3: 4,245 shares; 2025Q4: 4,655 shares; 2026Q1: 22,383 shares; 2026Q2: 19,177 shares 19,177 $1.99M 0.06% -3,206 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,370 shares; 2026Q2: 5,695 shares 5,695 $1.97M 0.06% +325 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: 5,481 shares; 2024Q4: 5,528 shares; 2025Q1: 5,627 shares; 2025Q2: 5,059 shares; 2025Q3: 4,922 shares; 2025Q4: 4,351 shares; 2026Q1: 10,629 shares; 2026Q2: 10,235 shares 10,235 $1.96M 0.06% -394 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,104 shares; 2024Q4: 4,214 shares; 2025Q1: 3,912 shares; 2025Q2: 3,983 shares; 2025Q3: 4,932 shares; 2025Q4: 3,821 shares; 2026Q1: 8,393 shares; 2026Q2: 6,636 shares 6,636 $1.93M 0.06% -1,757 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,124 shares; 2024Q4: 22,159 shares; 2025Q1: 18,965 shares; 2025Q2: 19,217 shares; 2025Q3: 19,141 shares; 2025Q4: 13,594 shares; 2026Q1: 41,666 shares; 2026Q2: 41,038 shares 41,038 $1.89M 0.06% -628 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,841 shares; 2026Q1: 3,806 shares; 2026Q2: 22,874 shares 22,874 $1.89M 0.06% +19,068 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,330 shares; 2025Q2: 5,330 shares; 2025Q3: 5,330 shares; 2025Q4: not reported; 2026Q1: 32,699 shares; 2026Q2: 34,868 shares 34,868 $1.88M 0.06% +2,169 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,833 shares; 2026Q2: 4,323 shares 4,323 $1.85M 0.06% +490 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664 shares; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 1,849 shares; 2026Q1: 1,455 shares; 2026Q2: 15,544 shares 15,544 $1.83M 0.06% +14,089 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,849 shares; 2026Q2: 6,810 shares 6,810 $1.82M 0.06% -1,039 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: 7,362 shares; 2024Q4: 6,440 shares; 2025Q1: 6,440 shares; 2025Q2: 6,440 shares; 2025Q3: 5,744 shares; 2025Q4: 5,444 shares; 2026Q1: 10,798 shares; 2026Q2: 10,450 shares 10,450 $1.79M 0.06% -348 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,648 shares 7,648 $1.75M 0.06% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,143 shares; 2026Q2: 11,049 shares 11,049 $1.74M 0.06% +906 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 786 shares; 2025Q1: 842 shares; 2025Q2: 910 shares; 2025Q3: 580 shares; 2025Q4: 345 shares; 2026Q1: 1,901 shares; 2026Q2: 1,775 shares 1,775 $1.73M 0.06% -126 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,873 shares; 2026Q2: 20,987 shares 20,987 $1.73M 0.05% -13,886 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: 10,381 shares; 2024Q4: 10,422 shares; 2025Q1: 8,974 shares; 2025Q2: 7,804 shares; 2025Q3: 7,600 shares; 2025Q4: 6,037 shares; 2026Q1: 14,350 shares; 2026Q2: 13,151 shares 13,151 $1.71M 0.05% -1,199 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,984 shares; 2026Q2: 3,984 shares 3,984 $1.7M 0.05% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,159 shares 12,159 $1.69M 0.05% 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: 18,538 shares; 2024Q4: 13,030 shares; 2025Q1: 13,030 shares; 2025Q2: 12,394 shares; 2025Q3: 12,394 shares; 2025Q4: 12,394 shares; 2026Q1: 43,921 shares; 2026Q2: 35,152 shares 35,152 $1.67M 0.05% -8,769 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 7,292 shares; 2025Q3: 7,292 shares; 2025Q4: 7,292 shares; 2026Q1: 10,444 shares; 2026Q2: 10,038 shares 10,038 $1.65M 0.05% -406 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,546 shares; 2026Q2: 6,315 shares 6,315 $1.65M 0.05% +769 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,082 shares; 2026Q1: 24,009 shares; 2026Q2: 20,491 shares 20,491 $1.65M 0.05% -3,518 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,040 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,025 shares; 2026Q1: 4,475 shares; 2026Q2: 3,994 shares 3,994 $1.64M 0.05% -481 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,063 shares; 2026Q2: 18,433 shares 18,433 $1.63M 0.05% +14,370 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares; 2026Q1: 10,529 shares; 2026Q2: 10,001 shares 10,001 $1.61M 0.05% -528 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,189 shares; 2024Q4: 13,945 shares; 2025Q1: 13,225 shares; 2025Q2: 13,943 shares; 2025Q3: 14,153 shares; 2025Q4: 11,660 shares; 2026Q1: 27,559 shares; 2026Q2: 25,891 shares 25,891 $1.6M 0.05% -1,668 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,527 shares; 2026Q2: 14,672 shares 14,672 $1.6M 0.05% -1,855 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,010 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,853 shares; 2026Q2: 9,995 shares 9,995 $1.6M 0.05% +142 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,462 shares 58,462 $1.57M 0.05% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,257 shares; 2024Q4: 2,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,261 shares; 2026Q2: 12,407 shares 12,407 $1.57M 0.05% +146 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,708 shares; 2025Q4: 3,750 shares; 2026Q1: 11,007 shares; 2026Q2: 10,707 shares 10,707 $1.56M 0.05% -300 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,274 shares; 2026Q2: 7,893 shares 7,893 $1.54M 0.05% -381 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: 2,928 shares; 2024Q4: 2,906 shares; 2025Q1: 2,856 shares; 2025Q2: 2,841 shares; 2025Q3: 2,748 shares; 2025Q4: 2,748 shares; 2026Q1: 15,545 shares; 2026Q2: 13,629 shares 13,629 $1.52M 0.05% -1,916 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 531 shares; 2026Q1: 1,448 shares; 2026Q2: 4,599 shares 4,599 $1.51M 0.05% +3,151 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,014 shares; 2026Q2: 2,388 shares 2,388 $1.47M 0.05% -626 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,186 shares; 2026Q1: 3,485 shares; 2026Q2: 12,423 shares 12,423 $1.46M 0.05% +8,938 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,813 shares; 2024Q4: 41,744 shares; 2025Q1: 26,426 shares; 2025Q2: 40,516 shares; 2025Q3: 27,975 shares; 2025Q4: 25,409 shares; 2026Q1: 35,477 shares; 2026Q2: 29,023 shares 29,023 $1.44M 0.05% -6,454 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: 5,487 shares; 2024Q4: 5,376 shares; 2025Q1: 5,392 shares; 2025Q2: 5,643 shares; 2025Q3: 5,611 shares; 2025Q4: 6,368 shares; 2026Q1: 7,133 shares; 2026Q2: 9,564 shares 9,564 $1.41M 0.04% +2,431 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,911 shares; 2026Q2: 30,915 shares 30,915 $1.41M 0.04% +4 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,556 shares; 2026Q2: 4,407 shares 4,407 $1.41M 0.04% -1,149 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,335 shares 11,335 $1.41M 0.04% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 7,645 shares; 2025Q2: 9,726 shares; 2025Q3: 10,901 shares; 2025Q4: 11,533 shares; 2026Q1: 14,771 shares; 2026Q2: 16,735 shares 16,735 $1.41M 0.04% +1,964 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 2,808 shares; 2025Q1: 3,377 shares; 2025Q2: 3,311 shares; 2025Q3: 1,917 shares; 2025Q4: 1,230 shares; 2026Q1: 4,522 shares; 2026Q2: 4,475 shares 4,475 $1.4M 0.04% -47 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,648 shares 7,648 $1.38M 0.04% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,985 shares; 2026Q2: 4,985 shares 4,985 $1.37M 0.04% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 898 shares; 2026Q2: 1,404 shares 1,404 $1.37M 0.04% +506 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,476 shares; 2024Q4: 1,965 shares; 2025Q1: 1,816 shares; 2025Q2: 2,790 shares; 2025Q3: 2,792 shares; 2025Q4: 2,169 shares; 2026Q1: 6,516 shares; 2026Q2: 6,476 shares 6,476 $1.37M 0.04% -40 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,207 shares; 2026Q2: 6,119 shares 6,119 $1.36M 0.04% -88 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,172 shares; 2026Q2: 59,663 shares 59,663 $1.36M 0.04% +45,491 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,057 shares; 2026Q2: 19,911 shares 19,911 $1.33M 0.04% -1,146 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,551 shares; 2024Q4: 6,344 shares; 2025Q1: 5,484 shares; 2025Q2: 7,729 shares; 2025Q3: 10,470 shares; 2025Q4: 10,545 shares; 2026Q1: 18,657 shares; 2026Q2: 19,849 shares 19,849 $1.33M 0.04% +1,192 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,011 shares; 2026Q2: 52,011 shares 52,011 $1.32M 0.04% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,789 shares; 2026Q2: 4,588 shares 4,588 $1.32M 0.04% -201 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,013 shares; 2026Q2: 69,027 shares 69,027 $1.32M 0.04% -16,986 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,175 shares; 2026Q2: 13,562 shares 13,562 $1.31M 0.04% -613 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,009 shares; 2026Q2: 16,000 shares 16,000 $1.29M 0.04% +12,991 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 3,500 shares; 2025Q2: 3,675 shares; 2025Q3: 4,425 shares; 2025Q4: 4,610 shares; 2026Q1: 6,013 shares; 2026Q2: 6,013 shares 6,013 $1.28M 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,287 shares; 2026Q2: 16,432 shares 16,432 $1.28M 0.04% -855 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: 1,244 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,420 shares; 2025Q3: 1,410 shares; 2025Q4: 1,479 shares; 2026Q1: 3,689 shares; 2026Q2: 3,482 shares 3,482 $1.27M 0.04% -207 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,244 shares; 2026Q2: 3,488 shares 3,488 $1.27M 0.04% +244 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,554 shares; 2026Q2: 12,965 shares 12,965 $1.27M 0.04% +411 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 263 shares; 2026Q2: 6,992 shares 6,992 $1.27M 0.04% +6,729 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,117 shares 23,117 $1.26M 0.04% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,184 shares; 2025Q2: 6,987 shares; 2025Q3: 11,628 shares; 2025Q4: not reported; 2026Q1: 18,319 shares; 2026Q2: 17,710 shares 17,710 $1.25M 0.04% -609 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: 1,261 shares; 2024Q4: 2,629 shares; 2025Q1: 3,023 shares; 2025Q2: 3,269 shares; 2025Q3: 2,725 shares; 2025Q4: 2,663 shares; 2026Q1: 13,178 shares; 2026Q2: 9,535 shares 9,535 $1.25M 0.04% -3,643 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,025 shares; 2026Q1: 34,076 shares; 2026Q2: 33,924 shares 33,924 $1.24M 0.04% -152 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,039 shares; 2026Q2: 11,615 shares 11,615 $1.24M 0.04% +4,576 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,772 shares; 2026Q2: 1,708 shares 1,708 $1.23M 0.04% -64 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,266 shares; 2026Q2: 15,476 shares 15,476 $1.23M 0.04% +210 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,784 shares; 2026Q2: 4,882 shares 4,882 $1.21M 0.04% +98 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: 823 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 693 shares; 2025Q4: 668 shares; 2026Q1: 3,893 shares; 2026Q2: 3,681 shares 3,681 $1.18M 0.04% -212 Timeline PLTU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,784 shares 46,784 $1.18M 0.04% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,739 shares 35,739 $1.17M 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,359 shares; 2026Q2: 2,812 shares 2,812 $1.16M 0.04% +453 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,075 shares; 2026Q2: 41,274 shares 41,274 $1.14M 0.04% -1,801 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,714 shares; 2026Q2: 28,114 shares 28,114 $1.14M 0.04% -1,600 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,550 shares; 2026Q2: 11,637 shares 11,637 $1.13M 0.04% +87 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 13,127 shares; 2026Q2: 13,068 shares 13,068 $1.13M 0.04% -59 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,682 shares; 2025Q1: 1,639 shares; 2025Q2: 1,656 shares; 2025Q3: 1,903 shares; 2025Q4: 2,294 shares; 2026Q1: 4,859 shares; 2026Q2: 4,189 shares 4,189 $1.11M 0.04% -670 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,519 shares; 2026Q2: 12,755 shares 12,755 $1.1M 0.03% +1,236 Timeline VTWO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,364 shares; 2026Q1: 9,345 shares; 2026Q2: 9,047 shares 9,047 $1.1M 0.03% -298 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,937 shares; 2026Q2: 4,492 shares 4,492 $1.09M 0.03% +555 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,885 shares; 2026Q2: 12,861 shares 12,861 $1.09M 0.03% -24 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,391 shares; 2026Q2: 19,070 shares 19,070 $1.09M 0.03% +679 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,160 shares; 2026Q2: 8,303 shares 8,303 $1.07M 0.03% +143 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 970 shares; 2026Q1: 5,545 shares; 2026Q2: 3,553 shares 3,553 $1.07M 0.03% -1,992 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: 2,109 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares; 2025Q4: 2,016 shares; 2026Q1: 5,703 shares; 2026Q2: 5,743 shares 5,743 $1.06M 0.03% +40 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,593 shares 72,593 $1.06M 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,149 shares; 2026Q2: 2,340 shares 2,340 $1.06M 0.03% +191 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,198 shares; 2025Q4: 1,218 shares; 2026Q1: 2,078 shares; 2026Q2: 2,842 shares 2,842 $1.06M 0.03% +764 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,086 shares; 2026Q2: 4,690 shares 4,690 $1.06M 0.03% -396 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,345 shares; 2026Q2: 7,965 shares 7,965 $1.06M 0.03% -380 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,200 shares; 2026Q2: 22,373 shares 22,373 $1.05M 0.03% +13,173 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,935 shares; 2026Q2: 4,227 shares 4,227 $1.05M 0.03% +1,292 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,390 shares; 2026Q2: 36,390 shares 36,390 $1.04M 0.03% 0 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: 4,645 shares; 2024Q4: 4,840 shares; 2025Q1: 4,477 shares; 2025Q2: 4,497 shares; 2025Q3: 4,926 shares; 2025Q4: 3,272 shares; 2026Q1: 9,032 shares; 2026Q2: 4,843 shares 4,843 $1.02M 0.03% -4,189 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,089 shares; 2026Q2: 754 shares 754 $1.02M 0.03% -335 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,886 shares; 2026Q2: 1,620 shares 1,620 $1.01M 0.03% -266 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,764 shares; 2026Q2: 10,367 shares 10,367 $1.01M 0.03% -397 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: 2,298 shares; 2024Q4: 1,934 shares; 2025Q1: 1,934 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,120 shares; 2026Q2: 9,262 shares 9,262 $1.01M 0.03% +1,142 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,953 shares; 2026Q2: 2,008 shares 2,008 $986K 0.03% +55 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,004 shares 8,004 $980K 0.03% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,178 shares; 2026Q2: 18,265 shares 18,265 $970K 0.03% +87 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: 1,761 shares; 2024Q4: 2,240 shares; 2025Q1: 2,260 shares; 2025Q2: 3,091 shares; 2025Q3: 2,968 shares; 2025Q4: 2,419 shares; 2026Q1: 7,915 shares; 2026Q2: 6,313 shares 6,313 $970K 0.03% -1,602 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,401 shares; 2026Q2: 5,366 shares 5,366 $945K 0.03% -35 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: 26,744 shares; 2024Q4: 27,599 shares; 2025Q1: 26,177 shares; 2025Q2: 26,391 shares; 2025Q3: 26,846 shares; 2025Q4: 13,481 shares; 2026Q1: 50,346 shares; 2026Q2: 38,900 shares 38,900 $944K 0.03% -11,446 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,287 shares; 2025Q4: 4,356 shares; 2026Q1: 12,721 shares; 2026Q2: 10,014 shares 10,014 $943K 0.03% -2,707 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,192 shares; 2026Q2: 4,087 shares 4,087 $933K 0.03% -105 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $931K 0.03% 0 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: 416 shares; 2024Q4: not reported; 2025Q1: 361 shares; 2025Q2: 353 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,702 shares; 2026Q2: 2,680 shares 2,680 $930K 0.03% -22 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,334 shares; 2026Q2: 10,334 shares 10,334 $928K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,219 shares; 2026Q2: 9,315 shares 9,315 $893K 0.03% +96 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,400 shares 81,400 $889K 0.03% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,238 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares; 2026Q1: 11,559 shares; 2026Q2: 11,559 shares 11,559 $885K 0.03% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 3,480 shares; 2026Q1: 3,814 shares; 2026Q2: 4,667 shares 4,667 $880K 0.03% +853 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,514 shares; 2024Q4: 6,390 shares; 2025Q1: 6,420 shares; 2025Q2: 6,566 shares; 2025Q3: 7,207 shares; 2025Q4: 6,199 shares; 2026Q1: 8,326 shares; 2026Q2: 6,721 shares 6,721 $871K 0.03% -1,605 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,761 shares; 2026Q2: 10,804 shares 10,804 $868K 0.03% +43 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,990 shares; 2026Q2: 20,068 shares 20,068 $867K 0.03% -922 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,428 shares; 2026Q2: 17,174 shares 17,174 $866K 0.03% +6,746 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,940 shares; 2026Q2: 6,940 shares 6,940 $863K 0.03% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,082 shares; 2026Q2: 4,654 shares 4,654 $849K 0.03% -3,428 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,148 shares; 2026Q2: 10,581 shares 10,581 $848K 0.03% -1,567 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,832 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares; 2026Q2: 2,832 shares 2,832 $847K 0.03% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,385 shares; 2026Q2: 6,694 shares 6,694 $843K 0.03% -1,691 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,684 shares; 2025Q3: 13,823 shares; 2025Q4: 19,815 shares; 2026Q1: 19,338 shares; 2026Q2: 18,538 shares 18,538 $834K 0.03% -800 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 3,093 shares; 2026Q2: 3,057 shares 3,057 $831K 0.03% -36 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,086 shares; 2026Q2: 9,749 shares 9,749 $825K 0.03% -9,337 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,949 shares; 2026Q2: 16,949 shares 16,949 $812K 0.03% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,367 shares; 2026Q2: 15,414 shares 15,414 $811K 0.03% +1,047 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,330 shares 10,330 $808K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares; 2026Q1: 6,129 shares; 2026Q2: 6,256 shares 6,256 $799K 0.03% +127 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,256 shares; 2026Q2: 5,747 shares 5,747 $798K 0.03% -1,509 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,658 shares; 2026Q2: 2,792 shares 2,792 $778K 0.02% +134 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,289 shares; 2025Q3: 2,511 shares; 2025Q4: 2,289 shares; 2026Q1: 3,758 shares; 2026Q2: 3,482 shares 3,482 $771K 0.02% -276 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,770 shares 10,770 $766K 0.02% new Timeline URA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,410 shares; 2026Q2: 17,498 shares 17,498 $765K 0.02% +2,088 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 649 shares; 2026Q1: 2,160 shares; 2026Q2: 2,175 shares 2,175 $762K 0.02% +15 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,500 shares; 2026Q2: 32,385 shares 32,385 $762K 0.02% -5,115 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,334 shares; 2026Q2: 11,064 shares 11,064 $760K 0.02% -1,270 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,621 shares 19,621 $760K 0.02% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,605 shares; 2026Q2: 12,286 shares 12,286 $756K 0.02% -319 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,124 shares; 2026Q2: 6,280 shares 6,280 $754K 0.02% -844 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,333 shares; 2026Q2: 6,893 shares 6,893 $754K 0.02% -2,440 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,890 shares; 2026Q2: 2,407 shares 2,407 $752K 0.02% -483 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,580 shares; 2026Q2: 5,201 shares 5,201 $747K 0.02% +1,621 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,229 shares; 2026Q2: 2,459 shares 2,459 $747K 0.02% -770 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: 647 shares; 2024Q4: 647 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 1,417 shares; 2026Q2: 1,439 shares 1,439 $740K 0.02% +22 Timeline SDY 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: 3,526 shares; 2024Q4: 3,526 shares; 2025Q1: 3,489 shares; 2025Q2: 3,489 shares; 2025Q3: 2,673 shares; 2025Q4: 2,655 shares; 2026Q1: 4,855 shares; 2026Q2: 4,805 shares 4,805 $735K 0.02% -50 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,020 shares; 2026Q2: 7,020 shares 7,020 $733K 0.02% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,646 shares; 2026Q2: 14,016 shares 14,016 $732K 0.02% -89,630 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,629 shares; 2024Q4: 7,653 shares; 2025Q1: 8,006 shares; 2025Q2: 5,596 shares; 2025Q3: 5,210 shares; 2025Q4: not reported; 2026Q1: 8,940 shares; 2026Q2: 8,949 shares 8,949 $725K 0.02% +9 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,399 shares 6,399 $720K 0.02% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,063 shares; 2025Q3: 4,484 shares; 2025Q4: 7,769 shares; 2026Q1: 7,769 shares; 2026Q2: 7,769 shares 7,769 $716K 0.02% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,623 shares; 2026Q2: 4,671 shares 4,671 $707K 0.02% -952 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,169 shares; 2026Q2: 4,826 shares 4,826 $683K 0.02% -1,343 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,889 shares 23,889 $672K 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,544 shares; 2025Q2: 9,724 shares; 2025Q3: 9,724 shares; 2025Q4: 10,442 shares; 2026Q1: 28,072 shares; 2026Q2: 23,101 shares 23,101 $664K 0.02% -4,971 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,083 shares 11,083 $661K 0.02% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,031 shares; 2026Q2: 3,953 shares 3,953 $660K 0.02% -1,078 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,062 shares 6,062 $657K 0.02% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,682 shares; 2026Q2: 5,655 shares 5,655 $644K 0.02% -27 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,835 shares; 2026Q2: 21,685 shares 21,685 $641K 0.02% +6,850 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,522 shares; 2026Q2: 2,442 shares 2,442 $641K 0.02% +920 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,125 shares; 2026Q2: 14,854 shares 14,854 $635K 0.02% -3,271 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,199 shares; 2026Q2: 2,712 shares 2,712 $632K 0.02% +513 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,908 shares; 2026Q2: 2,471 shares 2,471 $631K 0.02% -437 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,505 shares; 2026Q2: 3,964 shares 3,964 $629K 0.02% -541 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: 1,418 shares; 2024Q4: 1,554 shares; 2025Q1: 1,312 shares; 2025Q2: 936 shares; 2025Q3: 804 shares; 2025Q4: 498 shares; 2026Q1: 500 shares; 2026Q2: 460 shares 460 $626K 0.02% -40 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,657 shares; 2026Q2: 2,663 shares 2,663 $610K 0.02% +6 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,736 shares; 2024Q4: 7,736 shares; 2025Q1: 7,736 shares; 2025Q2: 7,736 shares; 2025Q3: 7,736 shares; 2025Q4: 7,736 shares; 2026Q1: 7,400 shares; 2026Q2: 7,400 shares 7,400 $606K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,013 shares; 2026Q2: 3,491 shares 3,491 $605K 0.02% +478 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,272 shares; 2026Q2: 4,760 shares 4,760 $604K 0.02% -512 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: 3,408 shares; 2024Q4: 3,642 shares; 2025Q1: 3,642 shares; 2025Q2: 3,642 shares; 2025Q3: 3,642 shares; 2025Q4: 2,842 shares; 2026Q1: 5,600 shares; 2026Q2: 5,864 shares 5,864 $599K 0.02% +264 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,307 shares; 2026Q2: 1,877 shares 1,877 $599K 0.02% -430 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,218 shares; 2026Q2: 3,624 shares 3,624 $598K 0.02% -594 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,942 shares; 2026Q2: 8,578 shares 8,578 $594K 0.02% -364 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 12,667 shares 12,667 $594K 0.02% +6,667 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,366 shares; 2024Q4: 10,060 shares; 2025Q1: 9,552 shares; 2025Q2: 9,843 shares; 2025Q3: 9,705 shares; 2025Q4: 8,127 shares; 2026Q1: 18,298 shares; 2026Q2: 14,153 shares 14,153 $594K 0.02% -4,145 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: 6,360 shares; 2024Q4: 6,360 shares; 2025Q1: 6,570 shares; 2025Q2: 6,668 shares; 2025Q3: 6,668 shares; 2025Q4: 6,668 shares; 2026Q1: 6,668 shares; 2026Q2: 6,668 shares 6,668 $590K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 694 shares; 2025Q4: 684 shares; 2026Q1: 1,954 shares; 2026Q2: 1,985 shares 1,985 $587K 0.02% +31 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,560 shares 1,560 $586K 0.02% -240 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,025 shares; 2026Q2: 3,895 shares 3,895 $584K 0.02% -130 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,700 shares; 2026Q2: 6,012 shares 6,012 $581K 0.02% -688 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,038 shares; 2026Q2: 5,067 shares 5,067 $576K 0.02% +29 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,359 shares; 2026Q2: 2,372 shares 2,372 $574K 0.02% +13 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,061 shares; 2026Q2: 5,764 shares 5,764 $562K 0.02% -1,297 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,057 shares; 2026Q2: 13,047 shares 13,047 $557K 0.02% -50,010 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,790 shares; 2026Q2: 20,801 shares 20,801 $555K 0.02% +11 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,939 shares; 2026Q2: 14,867 shares 14,867 $553K 0.02% +1,928 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,392 shares; 2026Q2: 3,392 shares 3,392 $550K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,303 shares; 2025Q4: 10,730 shares; 2026Q1: 11,762 shares; 2026Q2: 10,843 shares 10,843 $548K 0.02% -919 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,381 shares; 2026Q2: 1,566 shares 1,566 $547K 0.02% +185 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,379 shares 14,379 $546K 0.02% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,809 shares; 2026Q2: 5,048 shares 5,048 $546K 0.02% -761 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,372 shares; 2026Q2: 1,372 shares 1,372 $541K 0.02% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,037 shares 9,037 $540K 0.02% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,989 shares 12,989 $537K 0.02% 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: 3,555 shares; 2024Q4: 3,754 shares; 2025Q1: 3,754 shares; 2025Q2: 4,087 shares; 2025Q3: 4,087 shares; 2025Q4: 4,087 shares; 2026Q1: 4,564 shares; 2026Q2: 4,573 shares 4,573 $536K 0.02% +9 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,418 shares; 2026Q2: 8,676 shares 8,676 $531K 0.02% -2,742 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,782 shares; 2026Q2: 9,410 shares 9,410 $528K 0.02% -17,372 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,391 shares; 2026Q2: 14,121 shares 14,121 $528K 0.02% -5,270 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,236 shares; 2026Q2: 19,430 shares 19,430 $527K 0.02% -5,806 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,390 shares; 2026Q2: 10,052 shares 10,052 $526K 0.02% +662 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 640 shares; 2026Q2: 1,062 shares 1,062 $517K 0.02% +422 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,631 shares 5,631 $515K 0.02% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,617 shares 12,617 $513K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158 shares; 2026Q2: 159 shares 159 $508K 0.02% +1 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,083 shares; 2026Q2: 9,083 shares 9,083 $503K 0.02% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,171 shares; 2026Q2: 9,171 shares 9,171 $495K 0.02% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,290 shares; 2024Q4: 11,040 shares; 2025Q1: 10,292 shares; 2025Q2: 14,342 shares; 2025Q3: 15,092 shares; 2025Q4: 15,092 shares; 2026Q1: 13,592 shares; 2026Q2: 13,592 shares 13,592 $493K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,995 shares; 2026Q2: 7,291 shares 7,291 $493K 0.02% +296 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,084 shares; 2024Q4: 5,084 shares; 2025Q1: 5,084 shares; 2025Q2: 5,084 shares; 2025Q3: 5,084 shares; 2025Q4: 5,084 shares; 2026Q1: 5,084 shares; 2026Q2: 5,084 shares 5,084 $490K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,414 shares; 2026Q2: 1,921 shares 1,921 $486K 0.02% -493 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $486K 0.02% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,449 shares 14,449 $482K 0.02% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,036 shares; 2026Q2: 6,738 shares 6,738 $478K 0.02% -2,298 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,628 shares; 2026Q2: 1,913 shares 1,913 $477K 0.02% -9,715 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,000 shares; 2024Q4: 56,000 shares; 2025Q1: 56,000 shares; 2025Q2: 62,949 shares; 2025Q3: 62,949 shares; 2025Q4: 62,949 shares; 2026Q1: 16,679 shares; 2026Q2: 13,326 shares 13,326 $476K 0.02% -3,353 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares; 2026Q2: 907 shares 907 $475K 0.02% -13 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,198 shares 1,198 $471K 0.01% new Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,210 shares; 2026Q2: 20,210 shares 20,210 $469K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,303 shares; 2026Q2: 4,596 shares 4,596 $468K 0.01% +293 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: 801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,814 shares; 2026Q2: 1,651 shares 1,651 $464K 0.01% -163 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,034 shares; 2026Q2: 2,034 shares 2,034 $464K 0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,996 shares; 2026Q2: 8,996 shares 8,996 $456K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,331 shares; 2026Q2: 1,240 shares 1,240 $455K 0.01% -91 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: 453 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 567 shares; 2026Q2: 1,056 shares 1,056 $449K 0.01% +489 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,682 shares; 2026Q2: 1,472 shares 1,472 $449K 0.01% -210 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares; 2026Q2: 756 shares 756 $436K 0.01% +25 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,304 shares; 2026Q2: 7,670 shares 7,670 $430K 0.01% -1,634 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,593 shares 8,593 $429K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares; 2026Q2: 684 shares 684 $427K 0.01% -21 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: 42,338 shares; 2024Q4: 43,105 shares; 2025Q1: 37,405 shares; 2025Q2: 33,324 shares; 2025Q3: 31,674 shares; 2025Q4: 19,662 shares; 2026Q1: 16,246 shares; 2026Q2: 12,427 shares 12,427 $423K 0.01% -3,819 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares; 2026Q2: 1,506 shares 1,506 $422K 0.01% -370 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,249 shares 2,249 $419K 0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,584 shares; 2026Q2: 1,205 shares 1,205 $418K 0.01% -379 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,326 shares; 2026Q2: 1,047 shares 1,047 $418K 0.01% -279 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,078 shares; 2026Q2: 18,098 shares 18,098 $416K 0.01% +5,020 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 7,314 shares 7,314 $414K 0.01% +114 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,534 shares; 2026Q2: 7,534 shares 7,534 $414K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,694 shares; 2026Q2: 5,225 shares 5,225 $406K 0.01% +2,531 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares; 2026Q1: 2,603 shares; 2026Q2: 2,635 shares 2,635 $401K 0.01% +32 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,495 shares; 2024Q4: 6,009 shares; 2025Q1: 5,298 shares; 2025Q2: 5,789 shares; 2025Q3: 5,256 shares; 2025Q4: 3,054 shares; 2026Q1: 9,358 shares; 2026Q2: 4,467 shares 4,467 $401K 0.01% -4,891 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,116 shares; 2026Q2: 2,945 shares 2,945 $400K 0.01% -171 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,487 shares 2,487 $399K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,243 shares; 2026Q2: 8,230 shares 8,230 $398K 0.01% +987 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,233 shares; 2026Q2: 12,534 shares 12,534 $397K 0.01% +1,301 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: 6,579 shares; 2024Q4: 9,864 shares; 2025Q1: 7,757 shares; 2025Q2: 5,278 shares; 2025Q3: 4,688 shares; 2025Q4: 4,488 shares; 2026Q1: 4,281 shares; 2026Q2: 4,298 shares 4,298 $392K 0.01% +17 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,326 shares; 2024Q4: 7,509 shares; 2025Q1: 7,481 shares; 2025Q2: 8,836 shares; 2025Q3: 10,355 shares; 2025Q4: 6,947 shares; 2026Q1: 26,704 shares; 2026Q2: 9,068 shares 9,068 $392K 0.01% -17,636 Timeline ROCQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,886 shares 6,886 $388K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,446 shares; 2026Q2: 5,347 shares 5,347 $387K 0.01% -1,099 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,792 shares; 2026Q2: 9,903 shares 9,903 $382K 0.01% +111 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,844 shares; 2026Q2: 5,206 shares 5,206 $381K 0.01% -1,638 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,850 shares; 2026Q2: 6,850 shares 6,850 $381K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,340 shares; 2026Q2: 5,415 shares 5,415 $379K 0.01% +75 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,038 shares 3,038 $371K 0.01% new Timeline YYY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,883 shares 31,883 $367K 0.01% new Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,761 shares; 2026Q2: 8,906 shares 8,906 $367K 0.01% -2,855 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,642 shares; 2026Q2: 1,642 shares 1,642 $366K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 3,810 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares; 2026Q2: 2,315 shares 2,315 $362K 0.01% -160 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223 shares; 2026Q2: 167 shares 167 $362K 0.01% -56 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,512 shares; 2026Q2: 1,515 shares 1,515 $360K 0.01% +3 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,672 shares; 2026Q2: 7,709 shares 7,709 $359K 0.01% +37 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,656 shares; 2026Q2: 3,985 shares 3,985 $356K 0.01% +329 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 743 shares; 2026Q2: 409 shares 409 $355K 0.01% -334 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,917 shares; 2026Q2: 3,883 shares 3,883 $351K 0.01% -3,034 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,527 shares 6,527 $348K 0.01% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $348K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,035 shares; 2026Q2: 11,035 shares 11,035 $347K 0.01% 0 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,289 shares 15,289 $345K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,743 shares; 2024Q4: 2,895 shares; 2025Q1: 2,845 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares; 2026Q1: 3,183 shares; 2026Q2: 3,183 shares 3,183 $343K 0.01% 0 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,802 shares; 2026Q2: 8,925 shares 8,925 $342K 0.01% +123 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,016 shares; 2026Q2: 3,145 shares 3,145 $339K 0.01% +129 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,030 shares; 2026Q2: 1,569 shares 1,569 $338K 0.01% -461 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,456 shares; 2026Q2: 1,352 shares 1,352 $338K 0.01% -104 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,694 shares; 2026Q2: 3,823 shares 3,823 $335K 0.01% -871 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 751 shares; 2026Q2: 692 shares 692 $334K 0.01% -59 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,680 shares; 2024Q4: 6,680 shares; 2025Q1: 6,680 shares; 2025Q2: 6,680 shares; 2025Q3: 6,680 shares; 2025Q4: 4,942 shares; 2026Q1: 4,942 shares; 2026Q2: 4,942 shares 4,942 $334K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 629 shares; 2026Q2: 591 shares 591 $334K 0.01% -38 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $328K 0.01% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,497 shares 11,497 $325K 0.01% new Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,203 shares 17,203 $325K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares; 2026Q1: 5,030 shares; 2026Q2: 5,030 shares 5,030 $324K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,240 shares; 2026Q2: 16,240 shares 16,240 $323K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,098 shares 2,098 $322K 0.01% new Timeline EVTR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,280 shares 6,280 $319K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $316K 0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,554 shares; 2026Q2: 2,506 shares 2,506 $316K 0.01% -48 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,725 shares; 2026Q2: 1,341 shares 1,341 $315K 0.01% -384 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291 shares; 2026Q2: 244 shares 244 $314K 0.01% -47 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,307 shares 1,307 $312K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $311K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 976 shares 976 $311K 0.01% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,967 shares; 2026Q2: 14,967 shares 14,967 $310K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,789 shares; 2026Q2: 1,725 shares 1,725 $310K 0.01% -64 Timeline