IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,204 shares; 2024Q4: 682,336 shares; 2025Q1: 699,904 shares; 2025Q2: 731,911 shares; 2025Q3: 818,542 shares; 2025Q4: 834,790 shares; 2026Q1: 1,068,916 shares; 2026Q2: 1,080,659 shares 1,080,659 $809M 12.36% +11,743 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,813,724 shares; 2024Q4: 3,829,632 shares; 2025Q1: 3,972,416 shares; 2025Q2: 3,871,123 shares; 2025Q3: 3,871,452 shares; 2025Q4: 3,879,141 shares; 2026Q1: 3,977,404 shares; 2026Q2: 3,962,177 shares 3,962,177 $345M 5.26% -15,227 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: 843,586 shares; 2024Q4: 854,070 shares; 2025Q1: 926,914 shares; 2025Q2: 929,883 shares; 2025Q3: 950,107 shares; 2025Q4: 988,070 shares; 2026Q1: 1,003,424 shares; 2026Q2: 1,003,424 shares 1,003,424 $290M 4.44% 0 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: 1,033,900 shares; 2024Q4: 1,067,899 shares; 2025Q1: 1,090,608 shares; 2025Q2: 1,109,237 shares; 2025Q3: 1,124,232 shares; 2025Q4: 1,106,002 shares; 2026Q1: 1,117,662 shares; 2026Q2: 1,154,168 shares 1,154,168 $231M 3.53% +36,506 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: 2,611,584 shares; 2024Q4: 2,571,020 shares; 2025Q1: 2,560,483 shares; 2025Q2: 2,638,760 shares; 2025Q3: 2,368,911 shares; 2025Q4: 2,353,884 shares; 2026Q1: 1,141,392 shares; 2026Q2: 1,106,752 shares 1,106,752 $182M 2.78% -34,640 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,268,261 shares; 2024Q4: 1,362,429 shares; 2025Q1: 1,469,251 shares; 2025Q2: 1,578,498 shares; 2025Q3: 1,980,204 shares; 2025Q4: 2,028,325 shares; 2026Q1: 2,132,789 shares; 2026Q2: 2,216,869 shares 2,216,869 $151M 2.3% +84,080 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: 293,369 shares; 2024Q4: 322,015 shares; 2025Q1: 339,085 shares; 2025Q2: 347,731 shares; 2025Q3: 351,838 shares; 2025Q4: 353,220 shares; 2026Q1: 353,798 shares; 2026Q2: 350,430 shares 350,430 $124M 1.89% -3,368 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: 284,786 shares; 2024Q4: 299,171 shares; 2025Q1: 322,515 shares; 2025Q2: 323,533 shares; 2025Q3: 323,338 shares; 2025Q4: 325,852 shares; 2026Q1: 332,248 shares; 2026Q2: 338,151 shares 338,151 $121M 1.85% +5,903 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: 185,341 shares; 2024Q4: 188,846 shares; 2025Q1: 285,518 shares; 2025Q2: 296,859 shares; 2025Q3: 300,781 shares; 2025Q4: 304,917 shares; 2026Q1: 306,265 shares; 2026Q2: 305,315 shares 305,315 $114M 1.74% -950 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: 375,452 shares; 2024Q4: 381,606 shares; 2025Q1: 380,319 shares; 2025Q2: 385,949 shares; 2025Q3: 394,149 shares; 2025Q4: 400,771 shares; 2026Q1: 409,554 shares; 2026Q2: 414,669 shares 414,669 $98.8M 1.51% +5,115 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: 195 shares; 2025Q3: 704,135 shares; 2025Q4: 757,051 shares; 2026Q1: 925,232 shares; 2026Q2: 1,046,145 shares 1,046,145 $93.3M 1.43% +120,913 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: 9,450 shares; 2025Q2: 97,682 shares; 2025Q3: 98,660 shares; 2025Q4: 108,395 shares; 2026Q1: 1,538,447 shares; 2026Q2: 1,742,062 shares 1,742,062 $79.7M 1.22% +203,615 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,947,643 shares; 2024Q4: 2,947,617 shares; 2025Q1: 3,822,248 shares; 2025Q2: 3,822,248 shares; 2025Q3: 3,822,457 shares; 2025Q4: 3,821,019 shares; 2026Q1: 3,658,353 shares; 2026Q2: 3,529,148 shares 3,529,148 $79.6M 1.22% -129,205 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,371 shares; 2025Q4: 43,325 shares; 2026Q1: 760,155 shares; 2026Q2: 814,662 shares 814,662 $78.6M 1.2% +54,507 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: 227,080 shares; 2024Q4: 224,627 shares; 2025Q1: 222,435 shares; 2025Q2: 233,612 shares; 2025Q3: 218,243 shares; 2025Q4: 215,883 shares; 2026Q1: 211,550 shares; 2026Q2: 225,906 shares 225,906 $77.7M 1.19% +14,356 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: 939,926 shares; 2024Q4: 963,488 shares; 2025Q1: 1,023,166 shares; 2025Q2: 1,059,365 shares; 2025Q3: 652,646 shares; 2025Q4: 653,305 shares; 2026Q1: 665,598 shares; 2026Q2: 639,580 shares 639,580 $61.8M 0.94% -26,018 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: 151,682 shares; 2024Q4: 151,187 shares; 2025Q1: 149,712 shares; 2025Q2: 150,437 shares; 2025Q3: 149,197 shares; 2025Q4: 149,456 shares; 2026Q1: 153,820 shares; 2026Q2: 152,201 shares 152,201 $56.3M 0.86% -1,619 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: 167,234 shares; 2024Q4: 167,595 shares; 2025Q1: 166,120 shares; 2025Q2: 158,502 shares; 2025Q3: 158,099 shares; 2025Q4: 157,169 shares; 2026Q1: 161,135 shares; 2026Q2: 160,428 shares 160,428 $48.6M 0.74% -707 Timeline JPIB 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: 883,008 shares; 2026Q2: 988,934 shares 988,934 $47.8M 0.73% +105,926 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: 63,122 shares; 2024Q4: 64,421 shares; 2025Q1: 72,062 shares; 2025Q2: 70,957 shares; 2025Q3: 74,892 shares; 2025Q4: 76,699 shares; 2026Q1: 78,811 shares; 2026Q2: 82,650 shares 82,650 $46.6M 0.71% +3,839 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: 128,346 shares; 2024Q4: 129,516 shares; 2025Q1: 130,397 shares; 2025Q2: 132,465 shares; 2025Q3: 133,706 shares; 2025Q4: 134,316 shares; 2026Q1: 135,514 shares; 2026Q2: 136,858 shares 136,858 $44.8M 0.68% +1,344 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: 47,016 shares; 2024Q4: 46,623 shares; 2025Q1: 46,376 shares; 2025Q2: 46,559 shares; 2025Q3: 46,538 shares; 2025Q4: 45,522 shares; 2026Q1: 45,954 shares; 2026Q2: 47,521 shares 47,521 $44.5M 0.68% +1,567 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: 70,838 shares; 2024Q4: 73,876 shares; 2025Q1: 88,374 shares; 2025Q2: 91,378 shares; 2025Q3: 94,932 shares; 2025Q4: 106,853 shares; 2026Q1: 109,497 shares; 2026Q2: 110,632 shares 110,632 $41.8M 0.64% +1,135 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,422 shares; 2024Q4: 262,747 shares; 2025Q1: 271,432 shares; 2025Q2: 266,994 shares; 2025Q3: 282,174 shares; 2025Q4: 286,164 shares; 2026Q1: 290,773 shares; 2026Q2: 284,758 shares 284,758 $41.1M 0.63% -6,015 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: 77,036 shares; 2024Q4: 77,454 shares; 2025Q1: 77,805 shares; 2025Q2: 78,349 shares; 2025Q3: 76,879 shares; 2025Q4: 78,067 shares; 2026Q1: 80,700 shares; 2026Q2: 77,660 shares 77,660 $38.9M 0.59% -3,040 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: 460,844 shares; 2024Q4: 451,162 shares; 2025Q1: 469,865 shares; 2025Q2: 503,239 shares; 2025Q3: 508,657 shares; 2025Q4: 515,743 shares; 2026Q1: 525,750 shares; 2026Q2: 543,085 shares 543,085 $38.7M 0.59% +17,335 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: 23,649 shares; 2024Q4: 26,277 shares; 2025Q1: 28,973 shares; 2025Q2: 28,482 shares; 2025Q3: 29,217 shares; 2025Q4: 29,966 shares; 2026Q1: 30,405 shares; 2026Q2: 31,933 shares 31,933 $38.3M 0.59% +1,528 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: 35,400 shares; 2024Q4: 38,232 shares; 2025Q1: 39,373 shares; 2025Q2: 45,352 shares; 2025Q3: 45,987 shares; 2025Q4: 46,617 shares; 2026Q1: 49,763 shares; 2026Q2: 49,454 shares 49,454 $36.9M 0.56% -309 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,405 shares; 2024Q4: 29,046 shares; 2025Q1: 327,412 shares; 2025Q2: 340,920 shares; 2025Q3: 511,503 shares; 2025Q4: 592,874 shares; 2026Q1: 642,004 shares; 2026Q2: 696,324 shares 696,324 $36.4M 0.56% +54,320 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: 36,110 shares; 2024Q4: 37,044 shares; 2025Q1: 39,582 shares; 2025Q2: 48,911 shares; 2025Q3: 48,477 shares; 2025Q4: 48,406 shares; 2026Q1: 52,725 shares; 2026Q2: 52,708 shares 52,708 $36.2M 0.55% -17 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: 45,531 shares; 2024Q4: 46,090 shares; 2025Q1: 46,926 shares; 2025Q2: 47,024 shares; 2025Q3: 50,721 shares; 2025Q4: 49,960 shares; 2026Q1: 48,999 shares; 2026Q2: 49,090 shares 49,090 $36.2M 0.55% +91 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,968 shares; 2024Q4: 59,799 shares; 2025Q1: 301,027 shares; 2025Q2: 335,115 shares; 2025Q3: 276,106 shares; 2025Q4: 286,184 shares; 2026Q1: 655,468 shares; 2026Q2: 686,092 shares 686,092 $36M 0.55% +30,624 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: 348,615 shares; 2024Q4: 356,421 shares; 2025Q1: 324,389 shares; 2025Q2: 331,642 shares; 2025Q3: 334,802 shares; 2025Q4: 338,484 shares; 2026Q1: 423,028 shares; 2026Q2: 432,479 shares 432,479 $35.8M 0.55% +9,451 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: 57,851 shares; 2024Q4: 65,290 shares; 2025Q1: 69,338 shares; 2025Q2: 74,830 shares; 2025Q3: 81,013 shares; 2025Q4: 82,912 shares; 2026Q1: 82,318 shares; 2026Q2: 82,883 shares 82,883 $34.9M 0.53% +565 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: 289,661 shares; 2024Q4: 287,401 shares; 2025Q1: 247,405 shares; 2025Q2: 247,071 shares; 2025Q3: 255,450 shares; 2025Q4: 261,673 shares; 2026Q1: 324,740 shares; 2026Q2: 333,643 shares 333,643 $33M 0.5% +8,903 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,261 shares; 2024Q4: 202,560 shares; 2025Q1: 196,006 shares; 2025Q2: 188,562 shares; 2025Q3: 168,359 shares; 2025Q4: 163,901 shares; 2026Q1: 145,994 shares; 2026Q2: 146,502 shares 146,502 $32.1M 0.49% +508 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: 126,486 shares; 2024Q4: 132,907 shares; 2025Q1: 134,077 shares; 2025Q2: 134,793 shares; 2025Q3: 143,613 shares; 2025Q4: 143,189 shares; 2026Q1: 145,921 shares; 2026Q2: 144,407 shares 144,407 $31.5M 0.48% -1,514 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: 75,627 shares; 2024Q4: 77,744 shares; 2025Q1: 80,793 shares; 2025Q2: 83,385 shares; 2025Q3: 83,985 shares; 2025Q4: 85,466 shares; 2026Q1: 85,645 shares; 2026Q2: 81,735 shares 81,735 $28M 0.43% -3,910 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: 227,728 shares; 2024Q4: 236,172 shares; 2025Q1: 256,039 shares; 2025Q2: 267,850 shares; 2025Q3: 272,314 shares; 2025Q4: 291,363 shares; 2026Q1: 306,722 shares; 2026Q2: 326,164 shares 326,164 $27M 0.41% +19,442 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: 17,146 shares; 2024Q4: 17,793 shares; 2025Q1: 14,880 shares; 2025Q2: 13,580 shares; 2025Q3: 13,859 shares; 2025Q4: 14,889 shares; 2026Q1: 18,868 shares; 2026Q2: 22,278 shares 22,278 $25.7M 0.39% +3,410 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: 108,805 shares; 2024Q4: 108,185 shares; 2025Q1: 107,042 shares; 2025Q2: 104,614 shares; 2025Q3: 105,213 shares; 2025Q4: 102,585 shares; 2026Q1: 103,875 shares; 2026Q2: 100,846 shares 100,846 $25.4M 0.39% -3,029 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: 35,957 shares; 2024Q4: 36,476 shares; 2025Q1: 33,101 shares; 2025Q2: 37,041 shares; 2025Q3: 38,823 shares; 2025Q4: 39,001 shares; 2026Q1: 44,242 shares; 2026Q2: 52,349 shares 52,349 $25M 0.38% +8,107 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: 24,422 shares; 2024Q4: 24,150 shares; 2025Q1: 22,207 shares; 2025Q2: 26,500 shares; 2025Q3: 31,257 shares; 2025Q4: 34,874 shares; 2026Q1: 39,390 shares; 2026Q2: 42,626 shares 42,626 $24.8M 0.38% +3,236 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: 211,839 shares; 2024Q4: 215,082 shares; 2025Q1: 216,721 shares; 2025Q2: 215,861 shares; 2025Q3: 219,720 shares; 2025Q4: 226,647 shares; 2026Q1: 228,021 shares; 2026Q2: 234,167 shares 234,167 $24.3M 0.37% +6,146 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: 25,048 shares; 2024Q4: 25,693 shares; 2025Q1: 28,575 shares; 2025Q2: 29,351 shares; 2025Q3: 29,970 shares; 2025Q4: 317,866 shares; 2026Q1: 328,156 shares; 2026Q2: 336,872 shares 336,872 $24.1M 0.37% +8,716 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: 615,403 shares; 2024Q4: 481,288 shares; 2025Q1: 194,122 shares; 2025Q2: 206,078 shares; 2025Q3: 206,310 shares; 2025Q4: 200,825 shares; 2026Q1: 203,398 shares; 2026Q2: 202,278 shares 202,278 $23.6M 0.36% -1,120 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: 25,555 shares; 2024Q4: 51,769 shares; 2025Q1: 54,684 shares; 2025Q2: 59,019 shares; 2025Q3: 60,135 shares; 2025Q4: 61,940 shares; 2026Q1: 63,734 shares; 2026Q2: 63,588 shares 63,588 $21.7M 0.33% -146 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: 77,936 shares; 2024Q4: 72,471 shares; 2025Q1: 76,195 shares; 2025Q2: 72,857 shares; 2025Q3: 75,467 shares; 2025Q4: 79,440 shares; 2026Q1: 80,406 shares; 2026Q2: 83,035 shares 83,035 $21.1M 0.32% +2,629 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: 271,120 shares; 2024Q4: 273,120 shares; 2025Q1: 276,116 shares; 2025Q2: 285,917 shares; 2025Q3: 283,995 shares; 2025Q4: 306,488 shares; 2026Q1: 337,357 shares; 2026Q2: 352,547 shares 352,547 $21M 0.32% +15,190 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: 41,341 shares; 2024Q4: 42,178 shares; 2025Q1: 41,523 shares; 2025Q2: 41,293 shares; 2025Q3: 41,126 shares; 2025Q4: 41,311 shares; 2026Q1: 40,309 shares; 2026Q2: 40,006 shares 40,006 $20.5M 0.31% -303 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: 130,993 shares; 2024Q4: 132,716 shares; 2025Q1: 132,649 shares; 2025Q2: 133,633 shares; 2025Q3: 136,928 shares; 2025Q4: 138,420 shares; 2026Q1: 137,310 shares; 2026Q2: 135,032 shares 135,032 $20.5M 0.31% -2,278 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: 257,002 shares; 2024Q4: 269,476 shares; 2025Q1: 259,528 shares; 2025Q2: 249,215 shares; 2025Q3: 242,863 shares; 2025Q4: 237,762 shares; 2026Q1: 224,797 shares; 2026Q2: 221,137 shares 221,137 $20.1M 0.31% -3,660 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: 37,516 shares; 2024Q4: 37,976 shares; 2025Q1: 39,200 shares; 2025Q2: 48,340 shares; 2025Q3: 51,572 shares; 2025Q4: 54,573 shares; 2026Q1: 54,464 shares; 2026Q2: 53,781 shares 53,781 $19.8M 0.3% -683 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561,415 shares; 2024Q4: 550,922 shares; 2025Q1: 527,890 shares; 2025Q2: 521,042 shares; 2025Q3: 545,687 shares; 2025Q4: 549,287 shares; 2026Q1: 476,166 shares; 2026Q2: 475,963 shares 475,963 $19.7M 0.3% -203 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: 17,328 shares; 2024Q4: 17,723 shares; 2025Q1: 17,435 shares; 2025Q2: 18,919 shares; 2025Q3: 21,559 shares; 2025Q4: 22,736 shares; 2026Q1: 26,970 shares; 2026Q2: 27,226 shares 27,226 $19.7M 0.3% +256 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: 22,603 shares; 2024Q4: 22,328 shares; 2025Q1: 22,077 shares; 2025Q2: 23,773 shares; 2025Q3: 23,335 shares; 2025Q4: 24,332 shares; 2026Q1: 24,666 shares; 2026Q2: 25,111 shares 25,111 $19.2M 0.29% +445 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: 33,336 shares; 2024Q4: 33,344 shares; 2025Q1: 36,458 shares; 2025Q2: 35,195 shares; 2025Q3: 35,786 shares; 2025Q4: 35,894 shares; 2026Q1: 37,051 shares; 2026Q2: 37,694 shares 37,694 $18.9M 0.29% +643 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: 137,480 shares; 2024Q4: 146,448 shares; 2025Q1: 148,430 shares; 2025Q2: 155,073 shares; 2025Q3: 152,992 shares; 2025Q4: 156,033 shares; 2026Q1: 159,828 shares; 2026Q2: 163,898 shares 163,898 $18.6M 0.28% +4,070 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: 109,942 shares; 2024Q4: 110,090 shares; 2025Q1: 111,833 shares; 2025Q2: 106,396 shares; 2025Q3: 110,990 shares; 2025Q4: 111,664 shares; 2026Q1: 112,048 shares; 2026Q2: 111,792 shares 111,792 $18.5M 0.28% -256 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: 271,796 shares; 2024Q4: 265,171 shares; 2025Q1: 271,132 shares; 2025Q2: 269,872 shares; 2025Q3: 255,330 shares; 2025Q4: 261,838 shares; 2026Q1: 254,921 shares; 2026Q2: 250,097 shares 250,097 $18M 0.28% -4,824 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: 5,713 shares; 2024Q4: 6,442 shares; 2025Q1: 7,204 shares; 2025Q2: 8,271 shares; 2025Q3: 9,906 shares; 2025Q4: 11,700 shares; 2026Q1: 13,595 shares; 2026Q2: 15,072 shares 15,072 $17.7M 0.27% +1,477 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: 55,731 shares; 2024Q4: 56,090 shares; 2025Q1: 58,433 shares; 2025Q2: 56,692 shares; 2025Q3: 55,115 shares; 2025Q4: 55,104 shares; 2026Q1: 55,429 shares; 2026Q2: 217,921 shares 217,921 $17.6M 0.27% +162,492 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: 152,248 shares; 2024Q4: 151,016 shares; 2025Q1: 181,273 shares; 2025Q2: 182,846 shares; 2025Q3: 190,732 shares; 2025Q4: 196,209 shares; 2026Q1: 223,962 shares; 2026Q2: 225,375 shares 225,375 $17.4M 0.27% +1,413 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: 183,364 shares; 2024Q4: 175,521 shares; 2025Q1: 175,770 shares; 2025Q2: 225,920 shares; 2025Q3: 226,348 shares; 2025Q4: 311,906 shares; 2026Q1: 318,484 shares; 2026Q2: 319,168 shares 319,168 $16.1M 0.25% +684 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: 36,369 shares; 2024Q4: 40,283 shares; 2025Q1: 39,139 shares; 2025Q2: 39,953 shares; 2025Q3: 40,405 shares; 2025Q4: 40,412 shares; 2026Q1: 40,733 shares; 2026Q2: 40,581 shares 40,581 $16.1M 0.25% -152 Timeline WCMI 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: 6,132 shares; 2026Q1: 744,598 shares; 2026Q2: 807,735 shares 807,735 $15.8M 0.24% +63,137 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: 550,551 shares; 2024Q4: 604,311 shares; 2025Q1: 1,200,559 shares; 2025Q2: 1,289,076 shares; 2025Q3: 1,429,706 shares; 2025Q4: 1,507,417 shares; 2026Q1: 393,378 shares; 2026Q2: 351,290 shares 351,290 $15.8M 0.24% -42,088 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: 21,758 shares; 2024Q4: 24,566 shares; 2025Q1: 28,319 shares; 2025Q2: 28,937 shares; 2025Q3: 29,135 shares; 2025Q4: 30,266 shares; 2026Q1: 30,802 shares; 2026Q2: 121,550 shares 121,550 $15.1M 0.23% +90,748 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: 72,165 shares; 2024Q4: 78,094 shares; 2025Q1: 95,057 shares; 2025Q2: 84,874 shares; 2025Q3: 93,874 shares; 2025Q4: 84,051 shares; 2026Q1: 91,111 shares; 2026Q2: 98,755 shares 98,755 $14.6M 0.22% +7,644 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: 55,197 shares; 2024Q4: 54,698 shares; 2025Q1: 55,297 shares; 2025Q2: 56,938 shares; 2025Q3: 56,943 shares; 2025Q4: 57,729 shares; 2026Q1: 58,299 shares; 2026Q2: 64,123 shares 64,123 $14.6M 0.22% +5,824 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: 18,090 shares; 2024Q4: 17,874 shares; 2025Q1: 18,335 shares; 2025Q2: 18,173 shares; 2025Q3: 19,191 shares; 2025Q4: 18,956 shares; 2026Q1: 19,237 shares; 2026Q2: 20,046 shares 20,046 $14.4M 0.22% +809 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: 220,969 shares; 2024Q4: 625,235 shares; 2025Q1: 626,487 shares; 2025Q2: 569,755 shares; 2025Q3: 493,195 shares; 2025Q4: 439,958 shares; 2026Q1: 401,970 shares; 2026Q2: 446,114 shares 446,114 $14.1M 0.22% +44,144 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: 100,127 shares; 2024Q4: 102,425 shares; 2025Q1: 104,749 shares; 2025Q2: 112,301 shares; 2025Q3: 113,809 shares; 2025Q4: 113,809 shares; 2026Q1: 116,773 shares; 2026Q2: 120,379 shares 120,379 $14.1M 0.22% +3,606 Timeline BILZ 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: 67,253 shares; 2025Q1: 79,232 shares; 2025Q2: 80,378 shares; 2025Q3: 199,802 shares; 2025Q4: 134,414 shares; 2026Q1: 240,238 shares; 2026Q2: 138,046 shares 138,046 $13.9M 0.21% -102,192 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: 9,305 shares; 2024Q4: 10,096 shares; 2025Q1: 10,230 shares; 2025Q2: 10,318 shares; 2025Q3: 9,586 shares; 2025Q4: 12,292 shares; 2026Q1: 13,090 shares; 2026Q2: 13,025 shares 13,025 $13.9M 0.21% -65 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: 9,789 shares; 2024Q4: 10,588 shares; 2025Q1: 9,473 shares; 2025Q2: 23,657 shares; 2025Q3: 24,189 shares; 2025Q4: 23,913 shares; 2026Q1: 42,702 shares; 2026Q2: 46,497 shares 46,497 $13.9M 0.21% +3,795 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: 61,425 shares; 2024Q4: 58,002 shares; 2025Q1: 57,761 shares; 2025Q2: 57,579 shares; 2025Q3: 56,261 shares; 2025Q4: 55,171 shares; 2026Q1: 58,338 shares; 2026Q2: 58,196 shares 58,196 $13.8M 0.21% -142 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: 77,087 shares; 2024Q4: 82,253 shares; 2025Q1: 82,842 shares; 2025Q2: 84,445 shares; 2025Q3: 74,655 shares; 2025Q4: 79,541 shares; 2026Q1: 85,975 shares; 2026Q2: 95,599 shares 95,599 $13.3M 0.2% +9,624 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: 158,621 shares; 2024Q4: 148,244 shares; 2025Q1: 154,403 shares; 2025Q2: 160,550 shares; 2025Q3: 162,705 shares; 2025Q4: 161,861 shares; 2026Q1: 164,112 shares; 2026Q2: 166,183 shares 166,183 $13.1M 0.2% +2,071 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: 3,099 shares; 2024Q4: 3,102 shares; 2025Q1: 3,082 shares; 2025Q2: 2,927 shares; 2025Q3: 2,914 shares; 2025Q4: 2,947 shares; 2026Q1: 2,896 shares; 2026Q2: 73,341 shares 73,341 $13.1M 0.2% +70,445 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,382 shares; 2024Q4: 160,250 shares; 2025Q1: 158,017 shares; 2025Q2: 158,674 shares; 2025Q3: 157,410 shares; 2025Q4: 156,405 shares; 2026Q1: 157,497 shares; 2026Q2: 163,189 shares 163,189 $13.1M 0.2% +5,692 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: 18,322 shares; 2024Q4: 17,724 shares; 2025Q1: 18,270 shares; 2025Q2: 20,301 shares; 2025Q3: 24,132 shares; 2025Q4: 23,347 shares; 2026Q1: 25,270 shares; 2026Q2: 148,462 shares 148,462 $12.8M 0.2% +123,192 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,650 shares; 2024Q4: 96,491 shares; 2025Q1: 99,754 shares; 2025Q2: 121,446 shares; 2025Q3: 145,962 shares; 2025Q4: 151,188 shares; 2026Q1: 160,291 shares; 2026Q2: 168,713 shares 168,713 $12.8M 0.19% +8,422 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: 159,311 shares; 2024Q4: 158,657 shares; 2025Q1: 154,808 shares; 2025Q2: 150,313 shares; 2025Q3: 147,545 shares; 2025Q4: 145,846 shares; 2026Q1: 142,321 shares; 2026Q2: 140,233 shares 140,233 $12.6M 0.19% -2,088 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: 136,019 shares; 2024Q4: 137,034 shares; 2025Q1: 141,824 shares; 2025Q2: 139,940 shares; 2025Q3: 137,803 shares; 2025Q4: 135,417 shares; 2026Q1: 138,671 shares; 2026Q2: 142,717 shares 142,717 $12.5M 0.19% +4,046 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 88,355 shares 88,355 $12.1M 0.18% new 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: 52,314 shares; 2024Q4: 52,677 shares; 2025Q1: 53,593 shares; 2025Q2: 54,685 shares; 2025Q3: 55,042 shares; 2025Q4: 55,790 shares; 2026Q1: 56,428 shares; 2026Q2: 57,472 shares 57,472 $12M 0.18% +1,044 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,894 shares; 2024Q4: 12,656 shares; 2025Q1: 12,278 shares; 2025Q2: 12,286 shares; 2025Q3: 12,226 shares; 2025Q4: 12,074 shares; 2026Q1: 12,586 shares; 2026Q2: 98,549 shares 98,549 $11.8M 0.18% +85,963 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: 70,883 shares; 2024Q4: 71,952 shares; 2025Q1: 64,334 shares; 2025Q2: 49,074 shares; 2025Q3: 47,288 shares; 2025Q4: 48,214 shares; 2026Q1: 49,067 shares; 2026Q2: 52,863 shares 52,863 $11.2M 0.17% +3,796 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: 45,026 shares; 2024Q4: 45,074 shares; 2025Q1: 45,680 shares; 2025Q2: 46,895 shares; 2025Q3: 46,573 shares; 2025Q4: 45,957 shares; 2026Q1: 45,722 shares; 2026Q2: 45,689 shares 45,689 $11.1M 0.17% -33 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: 42,016 shares; 2025Q1: 56,057 shares; 2025Q2: 59,658 shares; 2025Q3: 62,029 shares; 2025Q4: 61,702 shares; 2026Q1: 61,415 shares; 2026Q2: 63,646 shares 63,646 $10.8M 0.17% +2,231 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: 36,638 shares; 2024Q4: 34,536 shares; 2025Q1: 31,303 shares; 2025Q2: 28,601 shares; 2025Q3: 27,331 shares; 2025Q4: 26,422 shares; 2026Q1: 24,325 shares; 2026Q2: 25,989 shares 25,989 $10.8M 0.17% +1,664 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: 415,503 shares; 2024Q4: 451,256 shares; 2025Q1: 450,352 shares; 2025Q2: 476,097 shares; 2025Q3: 94,353 shares; 2025Q4: 91,180 shares; 2026Q1: 74,028 shares; 2026Q2: 77,312 shares 77,312 $10.6M 0.16% +3,284 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: 87,098 shares; 2024Q4: 86,907 shares; 2025Q1: 91,446 shares; 2025Q2: 102,738 shares; 2025Q3: 104,661 shares; 2025Q4: 106,868 shares; 2026Q1: 106,527 shares; 2026Q2: 108,437 shares 108,437 $10.5M 0.16% +1,910 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: 180,402 shares; 2024Q4: 356,948 shares; 2025Q1: 368,926 shares; 2025Q2: 353,286 shares; 2025Q3: 355,879 shares; 2025Q4: 342,102 shares; 2026Q1: 365,532 shares; 2026Q2: 374,153 shares 374,153 $10.4M 0.16% +8,621 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: 29,244 shares; 2024Q4: 29,650 shares; 2025Q1: 29,285 shares; 2025Q2: 30,501 shares; 2025Q3: 30,488 shares; 2025Q4: 30,996 shares; 2026Q1: 30,789 shares; 2026Q2: 29,001 shares 29,001 $10.2M 0.16% -1,788 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: 67,226 shares; 2024Q4: 67,022 shares; 2025Q1: 66,850 shares; 2025Q2: 64,139 shares; 2025Q3: 65,245 shares; 2025Q4: 63,241 shares; 2026Q1: 61,830 shares; 2026Q2: 69,644 shares 69,644 $10.2M 0.16% +7,814 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: 113,058 shares; 2024Q4: 115,045 shares; 2025Q1: 114,808 shares; 2025Q2: 114,273 shares; 2025Q3: 113,766 shares; 2025Q4: 113,358 shares; 2026Q1: 118,632 shares; 2026Q2: 119,231 shares 119,231 $10.2M 0.16% +599 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: 1,581 shares; 2024Q4: 17,943 shares; 2025Q1: 20,531 shares; 2025Q2: 16,843 shares; 2025Q3: 18,878 shares; 2025Q4: 19,130 shares; 2026Q1: 20,591 shares; 2026Q2: 23,255 shares 23,255 $10.1M 0.15% +2,664 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: 11,748 shares; 2024Q4: 11,702 shares; 2025Q1: 11,441 shares; 2025Q2: 11,090 shares; 2025Q3: 10,848 shares; 2025Q4: 10,918 shares; 2026Q1: 10,787 shares; 2026Q2: 10,408 shares 10,408 $10M 0.15% -379 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,659 shares; 2024Q4: 51,282 shares; 2025Q1: 57,454 shares; 2025Q2: 59,470 shares; 2025Q3: 55,780 shares; 2025Q4: 53,292 shares; 2026Q1: 58,616 shares; 2026Q2: 60,483 shares 60,483 $9.9M 0.15% +1,867 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: 43,097 shares; 2024Q4: 42,553 shares; 2025Q1: 39,154 shares; 2025Q2: 38,269 shares; 2025Q3: 37,200 shares; 2025Q4: 36,228 shares; 2026Q1: 36,014 shares; 2026Q2: 34,910 shares 34,910 $9.73M 0.15% -1,104 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: 39,298 shares; 2024Q4: 37,040 shares; 2025Q1: 34,164 shares; 2025Q2: 35,231 shares; 2025Q3: 74,470 shares; 2025Q4: 78,474 shares; 2026Q1: 75,984 shares; 2026Q2: 76,862 shares 76,862 $9.71M 0.15% +878 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: 29,418 shares; 2024Q4: 29,929 shares; 2025Q1: 29,892 shares; 2025Q2: 29,017 shares; 2025Q3: 29,158 shares; 2025Q4: 28,402 shares; 2026Q1: 28,310 shares; 2026Q2: 28,007 shares 28,007 $9.64M 0.15% -303 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: 37,896 shares; 2024Q4: 38,476 shares; 2025Q1: 39,088 shares; 2025Q2: 39,530 shares; 2025Q3: 38,454 shares; 2025Q4: 38,330 shares; 2026Q1: 39,668 shares; 2026Q2: 39,583 shares 39,583 $9.6M 0.15% -85 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: 63,855 shares; 2024Q4: 64,257 shares; 2025Q1: 64,456 shares; 2025Q2: 63,267 shares; 2025Q3: 60,544 shares; 2025Q4: 59,649 shares; 2026Q1: 61,069 shares; 2026Q2: 63,856 shares 63,856 $9.36M 0.14% +2,787 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,477 shares; 2024Q4: 58,636 shares; 2025Q1: 58,493 shares; 2025Q2: 57,472 shares; 2025Q3: 57,380 shares; 2025Q4: 57,357 shares; 2026Q1: 58,325 shares; 2026Q2: 59,136 shares 59,136 $9.28M 0.14% +811 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: 15,412 shares; 2024Q4: 15,712 shares; 2025Q1: 19,100 shares; 2025Q2: 19,616 shares; 2025Q3: 21,959 shares; 2025Q4: 21,603 shares; 2026Q1: 22,738 shares; 2026Q2: 29,358 shares 29,358 $9.24M 0.14% +6,620 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: 127,410 shares; 2024Q4: 130,969 shares; 2025Q1: 122,736 shares; 2025Q2: 117,253 shares; 2025Q3: 118,927 shares; 2025Q4: 128,770 shares; 2026Q1: 129,514 shares; 2026Q2: 133,198 shares 133,198 $9.11M 0.14% +3,684 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: 94,848 shares; 2024Q4: 90,246 shares; 2025Q1: 87,275 shares; 2025Q2: 88,909 shares; 2025Q3: 94,530 shares; 2025Q4: 96,453 shares; 2026Q1: 94,355 shares; 2026Q2: 94,254 shares 94,254 $9.06M 0.14% -101 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,700 shares; 2024Q4: 58,712 shares; 2025Q1: 54,209 shares; 2025Q2: 44,714 shares; 2025Q3: 43,628 shares; 2025Q4: 41,341 shares; 2026Q1: 40,578 shares; 2026Q2: 45,050 shares 45,050 $9M 0.14% +4,472 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,119 shares; 2024Q4: 10,305 shares; 2025Q1: 10,090 shares; 2025Q2: 9,732 shares; 2025Q3: 9,642 shares; 2025Q4: 15,260 shares; 2026Q1: 16,318 shares; 2026Q2: 13,607 shares 13,607 $8.93M 0.14% -2,711 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 2,488 shares; 2025Q1: 24,700 shares; 2025Q2: 61,649 shares; 2025Q3: 62,425 shares; 2025Q4: 64,510 shares; 2026Q1: 69,553 shares; 2026Q2: 100,977 shares 100,977 $8.87M 0.14% +31,424 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,466 shares; 2024Q4: 249,375 shares; 2025Q1: 241,456 shares; 2025Q2: 265,684 shares; 2025Q3: 275,562 shares; 2025Q4: 353,005 shares; 2026Q1: 373,595 shares; 2026Q2: 406,873 shares 406,873 $8.87M 0.14% +33,278 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: 121,325 shares; 2024Q4: 125,869 shares; 2025Q1: 127,540 shares; 2025Q2: 129,750 shares; 2025Q3: 128,658 shares; 2025Q4: 131,090 shares; 2026Q1: 117,741 shares; 2026Q2: 97,529 shares 97,529 $8.85M 0.14% -20,212 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,678 shares; 2024Q4: 58,925 shares; 2025Q1: 54,626 shares; 2025Q2: 46,986 shares; 2025Q3: 48,022 shares; 2025Q4: 52,201 shares; 2026Q1: 56,169 shares; 2026Q2: 66,774 shares 66,774 $8.58M 0.13% +10,605 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,483 shares; 2024Q4: 236,278 shares; 2025Q1: 225,654 shares; 2025Q2: 245,228 shares; 2025Q3: 259,183 shares; 2025Q4: 290,513 shares; 2026Q1: 304,913 shares; 2026Q2: 339,434 shares 339,434 $8.57M 0.13% +34,521 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,552 shares; 2024Q4: 246,215 shares; 2025Q1: 219,918 shares; 2025Q2: 240,100 shares; 2025Q3: 252,035 shares; 2025Q4: 261,023 shares; 2026Q1: 283,652 shares; 2026Q2: 351,126 shares 351,126 $8.5M 0.13% +67,474 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: 29,533 shares; 2024Q4: 29,529 shares; 2025Q1: 28,730 shares; 2025Q2: 29,063 shares; 2025Q3: 29,483 shares; 2025Q4: 31,598 shares; 2026Q1: 30,314 shares; 2026Q2: 29,538 shares 29,538 $8.31M 0.13% -776 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: 41,139 shares; 2024Q4: 36,752 shares; 2025Q1: 34,781 shares; 2025Q2: 35,510 shares; 2025Q3: 51,027 shares; 2025Q4: 54,086 shares; 2026Q1: 57,425 shares; 2026Q2: 60,854 shares 60,854 $8.24M 0.13% +3,429 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: 2,070 shares; 2024Q4: 2,051 shares; 2025Q1: 2,405 shares; 2025Q2: 2,460 shares; 2025Q3: 2,629 shares; 2025Q4: 2,757 shares; 2026Q1: 2,751 shares; 2026Q2: 27,225 shares 27,225 $8.21M 0.13% +24,474 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: 87,778 shares; 2024Q4: 83,482 shares; 2025Q1: 85,773 shares; 2025Q2: 89,819 shares; 2025Q3: 92,167 shares; 2025Q4: 95,802 shares; 2026Q1: 101,076 shares; 2026Q2: 100,674 shares 100,674 $8.18M 0.12% -402 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: 3,135 shares; 2024Q4: 4,741 shares; 2025Q1: 6,776 shares; 2025Q2: 7,302 shares; 2025Q3: 7,951 shares; 2025Q4: 8,065 shares; 2026Q1: 8,320 shares; 2026Q2: 8,363 shares 8,363 $8.18M 0.12% +43 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: 151,659 shares; 2024Q4: 212,811 shares; 2025Q1: 200,260 shares; 2025Q2: 221,897 shares; 2025Q3: 218,361 shares; 2025Q4: 218,541 shares; 2026Q1: 158,688 shares; 2026Q2: 164,978 shares 164,978 $8.17M 0.12% +6,290 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: 16,704 shares; 2024Q4: 16,376 shares; 2025Q1: 16,692 shares; 2025Q2: 17,229 shares; 2025Q3: 17,652 shares; 2025Q4: 18,971 shares; 2026Q1: 20,231 shares; 2026Q2: 21,513 shares 21,513 $8.04M 0.12% +1,282 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: 48,246 shares; 2024Q4: 53,520 shares; 2025Q1: 60,914 shares; 2025Q2: 71,224 shares; 2025Q3: 87,060 shares; 2025Q4: 85,918 shares; 2026Q1: 88,288 shares; 2026Q2: 102,603 shares 102,603 $7.99M 0.12% +14,315 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: 66,697 shares; 2024Q4: 66,934 shares; 2025Q1: 67,283 shares; 2025Q2: 67,794 shares; 2025Q3: 67,275 shares; 2025Q4: 65,463 shares; 2026Q1: 60,147 shares; 2026Q2: 50,944 shares 50,944 $7.98M 0.12% -9,203 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,199 shares; 2024Q4: 152,626 shares; 2025Q1: 143,259 shares; 2025Q2: 160,957 shares; 2025Q3: 160,775 shares; 2025Q4: 170,568 shares; 2026Q1: 184,208 shares; 2026Q2: 189,356 shares 189,356 $7.92M 0.12% +5,148 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,385 shares; 2024Q4: 55,689 shares; 2025Q1: 63,948 shares; 2025Q2: 69,764 shares; 2025Q3: 74,410 shares; 2025Q4: 74,512 shares; 2026Q1: 74,687 shares; 2026Q2: 74,739 shares 74,739 $7.82M 0.12% +52 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,441 shares; 2024Q4: 244,322 shares; 2025Q1: 209,689 shares; 2025Q2: 230,443 shares; 2025Q3: 242,833 shares; 2025Q4: 249,666 shares; 2026Q1: 269,365 shares; 2026Q2: 320,102 shares 320,102 $7.76M 0.12% +50,737 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: 6,096 shares; 2024Q4: 6,446 shares; 2025Q1: 6,267 shares; 2025Q2: 6,646 shares; 2025Q3: 7,162 shares; 2025Q4: 7,287 shares; 2026Q1: 7,633 shares; 2026Q2: 7,586 shares 7,586 $7.67M 0.12% -47 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: 69,797 shares; 2024Q4: 209,718 shares; 2025Q1: 245,483 shares; 2025Q2: 250,368 shares; 2025Q3: 249,352 shares; 2025Q4: 251,988 shares; 2026Q1: 255,752 shares; 2026Q2: 261,734 shares 261,734 $7.58M 0.12% +5,982 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,527 shares; 2024Q4: 3,189 shares; 2025Q1: 3,798 shares; 2025Q2: 4,333 shares; 2025Q3: 10,147 shares; 2025Q4: 54,548 shares; 2026Q1: 74,663 shares; 2026Q2: 75,344 shares 75,344 $7.56M 0.12% +681 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: 35,438 shares; 2024Q4: 35,141 shares; 2025Q1: 35,075 shares; 2025Q2: 33,725 shares; 2025Q3: 33,104 shares; 2025Q4: 35,332 shares; 2026Q1: 36,223 shares; 2026Q2: 39,043 shares 39,043 $7.41M 0.11% +2,820 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: 2,471 shares; 2024Q4: 2,550 shares; 2025Q1: 2,859 shares; 2025Q2: 2,750 shares; 2025Q3: 2,607 shares; 2025Q4: 2,907 shares; 2026Q1: 3,480 shares; 2026Q2: 3,707 shares 3,707 $7.38M 0.11% +227 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,654 shares; 2024Q4: 241,783 shares; 2025Q1: 232,847 shares; 2025Q2: 255,337 shares; 2025Q3: 266,511 shares; 2025Q4: 279,096 shares; 2026Q1: 278,792 shares; 2026Q2: 313,883 shares 313,883 $7.27M 0.11% +35,091 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: 20,175 shares; 2024Q4: 22,783 shares; 2025Q1: 23,752 shares; 2025Q2: 26,646 shares; 2025Q3: 26,881 shares; 2025Q4: 24,293 shares; 2026Q1: 28,151 shares; 2026Q2: 24,103 shares 24,103 $7.24M 0.11% -4,048 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,395 shares; 2024Q4: 92,712 shares; 2025Q1: 90,535 shares; 2025Q2: 77,328 shares; 2025Q3: 73,572 shares; 2025Q4: 137,514 shares; 2026Q1: 135,664 shares; 2026Q2: 133,842 shares 133,842 $7.11M 0.11% -1,822 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,448 shares; 2024Q4: 89,538 shares; 2025Q1: 88,371 shares; 2025Q2: 86,393 shares; 2025Q3: 79,916 shares; 2025Q4: 75,563 shares; 2026Q1: 75,617 shares; 2026Q2: 77,157 shares 77,157 $7.07M 0.11% +1,540 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: 32,533 shares; 2024Q4: 29,552 shares; 2025Q1: 29,295 shares; 2025Q2: 27,638 shares; 2025Q3: 26,499 shares; 2025Q4: 25,807 shares; 2026Q1: 25,843 shares; 2026Q2: 25,855 shares 25,855 $6.99M 0.11% +12 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: 33,486 shares; 2024Q4: 32,925 shares; 2025Q1: 33,743 shares; 2025Q2: 34,834 shares; 2025Q3: 35,681 shares; 2025Q4: 34,785 shares; 2026Q1: 34,995 shares; 2026Q2: 44,425 shares 44,425 $6.97M 0.11% +9,430 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,117 shares; 2024Q4: 93,736 shares; 2025Q1: 85,808 shares; 2025Q2: 95,801 shares; 2025Q3: 84,520 shares; 2025Q4: 74,807 shares; 2026Q1: 71,548 shares; 2026Q2: 71,668 shares 71,668 $6.91M 0.11% +120 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: 149,829 shares; 2024Q4: 162,084 shares; 2025Q1: 155,250 shares; 2025Q2: 165,088 shares; 2025Q3: 159,012 shares; 2025Q4: 144,784 shares; 2026Q1: 137,807 shares; 2026Q2: 149,703 shares 149,703 $6.81M 0.1% +11,896 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,352 shares; 2024Q4: 207,065 shares; 2025Q1: 200,792 shares; 2025Q2: 218,176 shares; 2025Q3: 227,475 shares; 2025Q4: 241,801 shares; 2026Q1: 244,230 shares; 2026Q2: 266,516 shares 266,516 $6.71M 0.1% +22,286 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,374 shares; 2024Q4: 25,803 shares; 2025Q1: 25,679 shares; 2025Q2: 25,296 shares; 2025Q3: 26,318 shares; 2025Q4: 26,425 shares; 2026Q1: 27,985 shares; 2026Q2: 25,587 shares 25,587 $6.68M 0.1% -2,398 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,033 shares; 2024Q4: 254,468 shares; 2025Q1: 237,022 shares; 2025Q2: 255,333 shares; 2025Q3: 268,716 shares; 2025Q4: 286,923 shares; 2026Q1: 292,121 shares; 2026Q2: 313,991 shares 313,991 $6.54M 0.1% +21,870 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,684 shares; 2024Q4: 183,965 shares; 2025Q1: 184,283 shares; 2025Q2: 185,213 shares; 2025Q3: 154,110 shares; 2025Q4: 86,984 shares; 2026Q1: 86,968 shares; 2026Q2: 85,843 shares 85,843 $6.5M 0.1% -1,125 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: 16,785 shares; 2024Q4: 15,972 shares; 2025Q1: 16,090 shares; 2025Q2: 15,042 shares; 2025Q3: 14,898 shares; 2025Q4: 13,963 shares; 2026Q1: 14,932 shares; 2026Q2: 16,156 shares 16,156 $6.42M 0.1% +1,224 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: 48,068 shares; 2024Q4: 46,561 shares; 2025Q1: 43,369 shares; 2025Q2: 44,275 shares; 2025Q3: 43,809 shares; 2025Q4: 40,875 shares; 2026Q1: 41,226 shares; 2026Q2: 40,567 shares 40,567 $6.41M 0.1% -659 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: 25,901 shares; 2024Q4: 26,086 shares; 2025Q1: 26,366 shares; 2025Q2: 26,016 shares; 2025Q3: 26,016 shares; 2025Q4: 25,197 shares; 2026Q1: 24,926 shares; 2026Q2: 25,399 shares 25,399 $6.41M 0.1% +473 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: 90,732 shares; 2024Q4: 95,771 shares; 2025Q1: 92,630 shares; 2025Q2: 85,427 shares; 2025Q3: 80,783 shares; 2025Q4: 75,465 shares; 2026Q1: 66,602 shares; 2026Q2: 126,205 shares 126,205 $6.36M 0.1% +59,603 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: 108,416 shares; 2024Q4: 110,266 shares; 2025Q1: 103,522 shares; 2025Q2: 103,435 shares; 2025Q3: 109,398 shares; 2025Q4: 112,248 shares; 2026Q1: 115,190 shares; 2026Q2: 110,965 shares 110,965 $6.32M 0.1% -4,225 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: 279,877 shares; 2024Q4: 269,632 shares; 2025Q1: 199,341 shares; 2025Q2: 192,982 shares; 2025Q3: 171,743 shares; 2025Q4: 151,101 shares; 2026Q1: 152,597 shares; 2026Q2: 146,250 shares 146,250 $6.19M 0.09% -6,347 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,365 shares; 2024Q4: 43,257 shares; 2025Q1: 42,920 shares; 2025Q2: 45,035 shares; 2025Q3: 45,524 shares; 2025Q4: 44,316 shares; 2026Q1: 44,590 shares; 2026Q2: 44,666 shares 44,666 $6.11M 0.09% +76 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,467 shares; 2024Q4: 192,922 shares; 2025Q1: 172,033 shares; 2025Q2: 188,406 shares; 2025Q3: 197,867 shares; 2025Q4: 210,833 shares; 2026Q1: 213,017 shares; 2026Q2: 234,639 shares 234,639 $6.04M 0.09% +21,622 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: 167,652 shares; 2024Q4: 165,019 shares; 2025Q1: 166,688 shares; 2025Q2: 166,807 shares; 2025Q3: 164,291 shares; 2025Q4: 159,786 shares; 2026Q1: 159,812 shares; 2026Q2: 161,541 shares 161,541 $5.86M 0.09% +1,729 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: 59,213 shares; 2024Q4: 59,584 shares; 2025Q1: 58,410 shares; 2025Q2: 56,127 shares; 2025Q3: 53,030 shares; 2025Q4: 51,099 shares; 2026Q1: 50,836 shares; 2026Q2: 46,843 shares 46,843 $5.83M 0.09% -3,993 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: 21,649 shares; 2024Q4: 20,817 shares; 2025Q1: 22,085 shares; 2025Q2: 20,109 shares; 2025Q3: 19,828 shares; 2025Q4: 18,367 shares; 2026Q1: 18,397 shares; 2026Q2: 19,549 shares 19,549 $5.83M 0.09% +1,152 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: 20,013 shares; 2024Q4: 20,617 shares; 2025Q1: 21,031 shares; 2025Q2: 20,110 shares; 2025Q3: 20,459 shares; 2025Q4: 20,855 shares; 2026Q1: 22,209 shares; 2026Q2: 22,550 shares 22,550 $5.76M 0.09% +341 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 118,375 shares; 2025Q1: 140,283 shares; 2025Q2: 161,318 shares; 2025Q3: 177,703 shares; 2025Q4: 199,895 shares; 2026Q1: 203,388 shares; 2026Q2: 220,481 shares 220,481 $5.74M 0.09% +17,093 Timeline VIGI 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: 83,657 shares; 2024Q4: 82,126 shares; 2025Q1: 70,728 shares; 2025Q2: 70,664 shares; 2025Q3: 70,963 shares; 2025Q4: 66,662 shares; 2026Q1: 65,906 shares; 2026Q2: 60,858 shares 60,858 $5.68M 0.09% -5,048 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: 68,066 shares; 2024Q4: 67,361 shares; 2025Q1: 66,076 shares; 2025Q2: 65,283 shares; 2025Q3: 65,528 shares; 2025Q4: 61,579 shares; 2026Q1: 62,448 shares; 2026Q2: 62,463 shares 62,463 $5.63M 0.09% +15 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,483 shares; 2024Q4: 54,395 shares; 2025Q1: 54,283 shares; 2025Q2: 53,084 shares; 2025Q3: 51,046 shares; 2025Q4: 49,857 shares; 2026Q1: 50,714 shares; 2026Q2: 50,675 shares 50,675 $5.55M 0.08% -39 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,564 shares; 2024Q4: 2,598 shares; 2025Q1: 2,750 shares; 2025Q2: 2,759 shares; 2025Q3: 2,856 shares; 2025Q4: 2,934 shares; 2026Q1: 2,965 shares; 2026Q2: 2,834 shares 2,834 $5.54M 0.08% -131 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: 275 shares; 2025Q3: 264 shares; 2025Q4: 429 shares; 2026Q1: 1,430 shares; 2026Q2: 2,422 shares 2,422 $5.51M 0.08% +992 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: 15,762 shares; 2024Q4: 17,421 shares; 2025Q1: 17,798 shares; 2025Q2: 15,368 shares; 2025Q3: 14,840 shares; 2025Q4: 27,704 shares; 2026Q1: 28,933 shares; 2026Q2: 28,818 shares 28,818 $5.49M 0.08% -115 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,931 shares; 2024Q4: 27,920 shares; 2025Q1: 27,439 shares; 2025Q2: 27,474 shares; 2025Q3: 28,175 shares; 2025Q4: 28,219 shares; 2026Q1: 28,741 shares; 2026Q2: 26,571 shares 26,571 $5.48M 0.08% -2,170 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 31,300 shares; 2025Q3: 158,904 shares; 2025Q4: 169,047 shares; 2026Q1: 171,627 shares; 2026Q2: 191,003 shares 191,003 $5.28M 0.08% +19,376 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,496 shares; 2024Q4: 174,189 shares; 2025Q1: 176,990 shares; 2025Q2: 178,337 shares; 2025Q3: 138,369 shares; 2025Q4: 81,584 shares; 2026Q1: 82,833 shares; 2026Q2: 85,110 shares 85,110 $5.27M 0.08% +2,277 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,692 shares; 2024Q4: 23,963 shares; 2025Q1: 23,242 shares; 2025Q2: 21,987 shares; 2025Q3: 21,084 shares; 2025Q4: 20,998 shares; 2026Q1: 21,851 shares; 2026Q2: 21,058 shares 21,058 $5.26M 0.08% -793 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: 2,827 shares; 2024Q4: 2,557 shares; 2025Q1: 2,606 shares; 2025Q2: 5,524 shares; 2025Q3: 5,667 shares; 2025Q4: 5,788 shares; 2026Q1: 6,297 shares; 2026Q2: 8,212 shares 8,212 $5.25M 0.08% +1,915 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: 162,482 shares; 2024Q4: 199,173 shares; 2025Q1: 177,576 shares; 2025Q2: 205,323 shares; 2025Q3: 197,073 shares; 2025Q4: 206,866 shares; 2026Q1: 197,159 shares; 2026Q2: 205,369 shares 205,369 $5.24M 0.08% +8,210 Timeline GFLW 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: 21,062 shares; 2026Q1: 144,322 shares; 2026Q2: 148,948 shares 148,948 $5.11M 0.08% +4,626 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: 16,065 shares; 2024Q4: 16,217 shares; 2025Q1: 16,555 shares; 2025Q2: 16,387 shares; 2025Q3: 16,624 shares; 2025Q4: 15,852 shares; 2026Q1: 15,431 shares; 2026Q2: 14,977 shares 14,977 $5.07M 0.08% -454 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: 22,925 shares 22,925 $5.07M 0.08% new Timeline JMST 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: 9,142 shares; 2025Q1: 43,794 shares; 2025Q2: 51,088 shares; 2025Q3: 88,482 shares; 2025Q4: 72,965 shares; 2026Q1: 65,787 shares; 2026Q2: 98,335 shares 98,335 $5.02M 0.08% +32,548 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: 32,562 shares; 2024Q4: 33,405 shares; 2025Q1: 109,856 shares; 2025Q2: 55,570 shares; 2025Q3: 42,411 shares; 2025Q4: 43,511 shares; 2026Q1: 45,752 shares; 2026Q2: 49,068 shares 49,068 $5.01M 0.08% +3,316 Timeline JBND 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: 6,163 shares; 2024Q4: 102,907 shares; 2025Q1: 85,309 shares; 2025Q2: 84,463 shares; 2025Q3: 79,849 shares; 2025Q4: 82,573 shares; 2026Q1: 94,606 shares; 2026Q2: 93,421 shares 93,421 $5M 0.08% -1,185 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: 22,185 shares 22,185 $4.97M 0.08% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,781 shares; 2024Q4: 66,332 shares; 2025Q1: 53,573 shares; 2025Q2: 54,331 shares; 2025Q3: 56,426 shares; 2025Q4: 61,908 shares; 2026Q1: 67,110 shares; 2026Q2: 65,576 shares 65,576 $4.95M 0.08% -1,534 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: 11,927 shares; 2024Q4: 12,773 shares; 2025Q1: 12,781 shares; 2025Q2: 12,937 shares; 2025Q3: 13,361 shares; 2025Q4: 13,575 shares; 2026Q1: 13,784 shares; 2026Q2: 14,370 shares 14,370 $4.86M 0.07% +586 Timeline EXFY EXPENSIFY INC More: the full row for EXPENSIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 2,664,037 shares 2,664,037 $4.77M 0.07% new 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: 28,788 shares; 2024Q4: 27,709 shares; 2025Q1: 34,784 shares; 2025Q2: 28,513 shares; 2025Q3: 29,461 shares; 2025Q4: 30,298 shares; 2026Q1: 30,200 shares; 2026Q2: 32,951 shares 32,951 $4.72M 0.07% +2,751 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: 7,587 shares; 2024Q4: 8,113 shares; 2025Q1: 8,970 shares; 2025Q2: 8,749 shares; 2025Q3: 8,934 shares; 2025Q4: 8,697 shares; 2026Q1: 9,156 shares; 2026Q2: 11,021 shares 11,021 $4.7M 0.07% +1,865 Timeline IBHF 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: 2,250 shares; 2025Q1: 25,650 shares; 2025Q2: 32,650 shares; 2025Q3: 42,475 shares; 2025Q4: 51,600 shares; 2026Q1: 117,141 shares; 2026Q2: 205,340 shares 205,340 $4.65M 0.07% +88,199 Timeline PYLD 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: 95,669 shares; 2024Q4: 158,917 shares; 2025Q1: 182,182 shares; 2025Q2: 171,092 shares; 2025Q3: 180,138 shares; 2025Q4: 173,079 shares; 2026Q1: 170,927 shares; 2026Q2: 173,854 shares 173,854 $4.61M 0.07% +2,927 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: 41,135 shares; 2024Q4: 43,431 shares; 2025Q1: 41,902 shares; 2025Q2: 43,484 shares; 2025Q3: 43,894 shares; 2025Q4: 43,066 shares; 2026Q1: 43,765 shares; 2026Q2: 47,456 shares 47,456 $4.58M 0.07% +3,691 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,267 shares; 2024Q4: 48,070 shares; 2025Q1: 47,115 shares; 2025Q2: 45,700 shares; 2025Q3: 46,048 shares; 2025Q4: 47,664 shares; 2026Q1: 43,273 shares; 2026Q2: 38,692 shares 38,692 $4.57M 0.07% -4,581 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: 2,773 shares; 2024Q4: 2,620 shares; 2025Q1: 2,903 shares; 2025Q2: 4,054 shares; 2025Q3: 3,994 shares; 2025Q4: 3,918 shares; 2026Q1: 4,353 shares; 2026Q2: 4,723 shares 4,723 $4.56M 0.07% +370 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: 7,222 shares; 2024Q4: 6,901 shares; 2025Q1: 6,784 shares; 2025Q2: 6,666 shares; 2025Q3: 6,611 shares; 2025Q4: 6,535 shares; 2026Q1: 6,466 shares; 2026Q2: 6,383 shares 6,383 $4.55M 0.07% -83 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: 20,233 shares; 2024Q4: 22,006 shares; 2025Q1: 22,294 shares; 2025Q2: 24,608 shares; 2025Q3: 24,964 shares; 2025Q4: 25,693 shares; 2026Q1: 25,268 shares; 2026Q2: 25,538 shares 25,538 $4.5M 0.07% +270 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 6 shares 6 $4.49M 0.07% -1 Timeline VDE 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: 32,502 shares; 2024Q4: 33,121 shares; 2025Q1: 32,416 shares; 2025Q2: 32,360 shares; 2025Q3: 31,989 shares; 2025Q4: 31,816 shares; 2026Q1: 30,320 shares; 2026Q2: 29,890 shares 29,890 $4.49M 0.07% -430 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: 69,274 shares; 2024Q4: 65,798 shares; 2025Q1: 58,569 shares; 2025Q2: 56,244 shares; 2025Q3: 50,910 shares; 2025Q4: 50,082 shares; 2026Q1: 49,434 shares; 2026Q2: 49,120 shares 49,120 $4.44M 0.07% -314 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,006 shares; 2024Q4: 42,574 shares; 2025Q1: 27,427 shares; 2025Q2: 25,129 shares; 2025Q3: 24,430 shares; 2025Q4: 27,287 shares; 2026Q1: 27,604 shares; 2026Q2: 27,957 shares 27,957 $4.42M 0.07% +353 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: 13,298 shares; 2024Q4: 15,295 shares; 2025Q1: 15,543 shares; 2025Q2: 15,968 shares; 2025Q3: 15,982 shares; 2025Q4: 16,335 shares; 2026Q1: 17,240 shares; 2026Q2: 16,292 shares 16,292 $4.4M 0.07% -948 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 1,777 shares; 2025Q1: 120,678 shares; 2025Q2: 134,996 shares; 2025Q3: 147,237 shares; 2025Q4: 170,382 shares; 2026Q1: 200,701 shares; 2026Q2: 215,153 shares 215,153 $4.34M 0.07% +14,452 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,078 shares; 2024Q4: 413,012 shares; 2025Q1: 406,743 shares; 2025Q2: 380,165 shares; 2025Q3: 379,821 shares; 2025Q4: 370,143 shares; 2026Q1: 337,994 shares; 2026Q2: 247,620 shares 247,620 $4.3M 0.07% -90,374 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: 28,234 shares; 2024Q4: 23,811 shares; 2025Q1: 23,614 shares; 2025Q2: 27,726 shares; 2025Q3: 22,803 shares; 2025Q4: 44,832 shares; 2026Q1: 51,143 shares; 2026Q2: 50,977 shares 50,977 $4.27M 0.07% -166 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,559 shares; 2024Q4: 96,316 shares; 2025Q1: 60,900 shares; 2025Q2: 74,782 shares; 2025Q3: 69,154 shares; 2025Q4: 67,753 shares; 2026Q1: 67,287 shares; 2026Q2: 82,221 shares 82,221 $4.26M 0.07% +14,934 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: 77,872 shares; 2024Q4: 257,214 shares; 2025Q1: 258,738 shares; 2025Q2: 251,925 shares; 2025Q3: 228,415 shares; 2025Q4: 158,784 shares; 2026Q1: 148,073 shares; 2026Q2: 139,603 shares 139,603 $4.11M 0.06% -8,470 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,711 shares; 2024Q4: 48,127 shares; 2025Q1: 48,519 shares; 2025Q2: 49,072 shares; 2025Q3: 44,001 shares; 2025Q4: 46,604 shares; 2026Q1: 48,401 shares; 2026Q2: 49,976 shares 49,976 $4.1M 0.06% +1,575 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: 5,397 shares; 2024Q4: 5,876 shares; 2025Q1: 6,363 shares; 2025Q2: 6,784 shares; 2025Q3: 6,315 shares; 2025Q4: 6,409 shares; 2026Q1: 6,973 shares; 2026Q2: 9,395 shares 9,395 $4.05M 0.06% +2,422 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: 10,075 shares; 2024Q4: 9,384 shares; 2025Q1: 9,929 shares; 2025Q2: 9,797 shares; 2025Q3: 10,407 shares; 2025Q4: 10,087 shares; 2026Q1: 10,183 shares; 2026Q2: 11,139 shares 11,139 $4.03M 0.06% +956 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,616 shares; 2024Q4: 1,575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,034 shares; 2026Q1: 162,870 shares; 2026Q2: 177,585 shares 177,585 $4.03M 0.06% +14,715 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: 5,665 shares; 2024Q4: 5,531 shares; 2025Q1: 5,758 shares; 2025Q2: 6,072 shares; 2025Q3: 6,106 shares; 2025Q4: 6,004 shares; 2026Q1: 8,284 shares; 2026Q2: 9,778 shares 9,778 $3.98M 0.06% +1,494 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: 3,392 shares; 2024Q4: 4,829 shares; 2025Q1: 3,430 shares; 2025Q2: 4,152 shares; 2025Q3: 4,742 shares; 2025Q4: 8,101 shares; 2026Q1: 9,564 shares; 2026Q2: 11,800 shares 11,800 $3.95M 0.06% +2,236 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,974 shares; 2024Q4: 112,328 shares; 2025Q1: 109,031 shares; 2025Q2: 106,133 shares; 2025Q3: 101,158 shares; 2025Q4: 90,306 shares; 2026Q1: 86,154 shares; 2026Q2: 78,059 shares 78,059 $3.94M 0.06% -8,095 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,724 shares; 2024Q4: 10,724 shares; 2025Q1: 10,706 shares; 2025Q2: 10,706 shares; 2025Q3: 10,706 shares; 2025Q4: 10,706 shares; 2026Q1: 10,746 shares; 2026Q2: 10,745 shares 10,745 $3.93M 0.06% -1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,238 shares; 2024Q4: 33,426 shares; 2025Q1: 31,624 shares; 2025Q2: 19,258 shares; 2025Q3: 19,661 shares; 2025Q4: 95,181 shares; 2026Q1: 107,137 shares; 2026Q2: 115,852 shares 115,852 $3.92M 0.06% +8,715 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: 14,896 shares; 2024Q4: 18,942 shares; 2025Q1: 18,483 shares; 2025Q2: 20,402 shares; 2025Q3: 19,670 shares; 2025Q4: 19,328 shares; 2026Q1: 21,216 shares; 2026Q2: 21,629 shares 21,629 $3.91M 0.06% +413 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: 83,819 shares; 2024Q4: 80,907 shares; 2025Q1: 57,554 shares; 2025Q2: 49,295 shares; 2025Q3: 47,067 shares; 2025Q4: 44,940 shares; 2026Q1: 43,993 shares; 2026Q2: 40,263 shares 40,263 $3.88M 0.06% -3,730 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,066 shares; 2024Q4: 1,844 shares; 2025Q1: 124,435 shares; 2025Q2: 139,395 shares; 2025Q3: 152,018 shares; 2025Q4: 166,406 shares; 2026Q1: 181,965 shares; 2026Q2: 196,725 shares 196,725 $3.84M 0.06% +14,760 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: 53,631 shares; 2024Q4: 44,557 shares; 2025Q1: 44,217 shares; 2025Q2: 45,589 shares; 2025Q3: 45,657 shares; 2025Q4: 58,183 shares; 2026Q1: 67,590 shares; 2026Q2: 67,863 shares 67,863 $3.83M 0.06% +273 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,599 shares; 2024Q4: 57,526 shares; 2025Q1: 58,078 shares; 2025Q2: 55,355 shares; 2025Q3: 44,669 shares; 2025Q4: 40,764 shares; 2026Q1: 35,420 shares; 2026Q2: 34,551 shares 34,551 $3.81M 0.06% -869 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: 73,273 shares; 2024Q4: 65,328 shares; 2025Q1: 51,518 shares; 2025Q2: 54,668 shares; 2025Q3: 52,791 shares; 2025Q4: 50,583 shares; 2026Q1: 46,412 shares; 2026Q2: 51,636 shares 51,636 $3.79M 0.06% +5,224 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: 47,935 shares; 2024Q4: 41,797 shares; 2025Q1: 37,981 shares; 2025Q2: 43,391 shares; 2025Q3: 58,825 shares; 2025Q4: 52,968 shares; 2026Q1: 56,019 shares; 2026Q2: 59,845 shares 59,845 $3.76M 0.06% +3,826 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: 74,428 shares; 2024Q4: 72,216 shares; 2025Q1: 77,256 shares; 2025Q2: 73,009 shares; 2025Q3: 69,483 shares; 2025Q4: 57,040 shares; 2026Q1: 60,155 shares; 2026Q2: 63,437 shares 63,437 $3.67M 0.06% +3,282 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: 15,680 shares; 2024Q4: 14,779 shares; 2025Q1: 16,153 shares; 2025Q2: 16,613 shares; 2025Q3: 16,217 shares; 2025Q4: 16,902 shares; 2026Q1: 14,834 shares; 2026Q2: 19,663 shares 19,663 $3.63M 0.06% +4,829 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: 19,483 shares; 2024Q4: 17,616 shares; 2025Q1: 16,367 shares; 2025Q2: 16,838 shares; 2025Q3: 16,330 shares; 2025Q4: 31,896 shares; 2026Q1: 63,971 shares; 2026Q2: 71,311 shares 71,311 $3.61M 0.06% +7,340 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: 32,798 shares; 2024Q4: 37,227 shares; 2025Q1: 39,882 shares; 2025Q2: 40,668 shares; 2025Q3: 42,269 shares; 2025Q4: 42,451 shares; 2026Q1: 48,183 shares; 2026Q2: 43,555 shares 43,555 $3.6M 0.05% -4,628 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 3,530 shares; 2025Q4: 3,611 shares; 2026Q1: 3,611 shares; 2026Q2: 97,035 shares 97,035 $3.55M 0.05% +93,424 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,120 shares; 2024Q4: 81,346 shares; 2025Q1: 113,085 shares; 2025Q2: 132,375 shares; 2025Q3: 121,593 shares; 2025Q4: 121,132 shares; 2026Q1: 124,838 shares; 2026Q2: 129,565 shares 129,565 $3.53M 0.05% +4,727 Timeline MGC 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: 14,728 shares; 2024Q4: 12,649 shares; 2025Q1: 12,728 shares; 2025Q2: 12,596 shares; 2025Q3: 13,695 shares; 2025Q4: 13,616 shares; 2026Q1: 13,376 shares; 2026Q2: 12,844 shares 12,844 $3.51M 0.05% -532 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,111 shares; 2024Q4: 8,002 shares; 2025Q1: 9,255 shares; 2025Q2: 9,040 shares; 2025Q3: 8,737 shares; 2025Q4: 9,560 shares; 2026Q1: 12,268 shares; 2026Q2: 14,420 shares 14,420 $3.5M 0.05% +2,152 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: 6,645 shares; 2024Q4: 7,037 shares; 2025Q1: 7,054 shares; 2025Q2: 15,124 shares; 2025Q3: 15,516 shares; 2025Q4: 16,060 shares; 2026Q1: 17,746 shares; 2026Q2: 17,341 shares 17,341 $3.48M 0.05% -405 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: 9,635 shares; 2024Q4: 9,635 shares; 2025Q1: 9,635 shares; 2025Q2: 9,635 shares; 2025Q3: 9,635 shares; 2025Q4: 9,635 shares; 2026Q1: 10,235 shares; 2026Q2: 10,235 shares 10,235 $3.47M 0.05% 0 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: 39,798 shares; 2024Q4: 35,993 shares; 2025Q1: 39,272 shares; 2025Q2: 38,710 shares; 2025Q3: 41,292 shares; 2025Q4: 40,482 shares; 2026Q1: 42,786 shares; 2026Q2: 37,553 shares 37,553 $3.47M 0.05% -5,233 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,781 shares; 2024Q4: 1,670 shares; 2025Q1: 112,151 shares; 2025Q2: 125,708 shares; 2025Q3: 137,114 shares; 2025Q4: 142,229 shares; 2026Q1: 149,253 shares; 2026Q2: 159,660 shares 159,660 $3.46M 0.05% +10,407 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: 7,040 shares; 2024Q4: 7,032 shares; 2025Q1: 6,258 shares; 2025Q2: 6,481 shares; 2025Q3: 6,348 shares; 2025Q4: 5,991 shares; 2026Q1: 6,064 shares; 2026Q2: 6,727 shares 6,727 $3.43M 0.05% +663 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,432 shares; 2024Q4: 2,590 shares; 2025Q1: 16,163 shares; 2025Q2: 13,204 shares; 2025Q3: 19,776 shares; 2025Q4: 18,610 shares; 2026Q1: 59,691 shares; 2026Q2: 57,927 shares 57,927 $3.41M 0.05% -1,764 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,731 shares; 2024Q4: 1,640 shares; 2025Q1: 109,425 shares; 2025Q2: 122,891 shares; 2025Q3: 134,327 shares; 2025Q4: 139,512 shares; 2026Q1: 142,903 shares; 2026Q2: 154,073 shares 154,073 $3.41M 0.05% +11,170 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,867 shares; 2024Q4: 28,869 shares; 2025Q1: 27,074 shares; 2025Q2: 25,214 shares; 2025Q3: 24,804 shares; 2025Q4: 25,503 shares; 2026Q1: 24,579 shares; 2026Q2: 23,649 shares 23,649 $3.38M 0.05% -930 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,427 shares; 2024Q4: 98,144 shares; 2025Q1: 117,451 shares; 2025Q2: 150,542 shares; 2025Q3: 198,948 shares; 2025Q4: 208,542 shares; 2026Q1: 254,851 shares; 2026Q2: 300,506 shares 300,506 $3.32M 0.05% +45,655 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: 6,349 shares; 2024Q4: 6,129 shares; 2025Q1: 6,421 shares; 2025Q2: 6,774 shares; 2025Q3: 6,639 shares; 2025Q4: 5,830 shares; 2026Q1: 6,244 shares; 2026Q2: 6,399 shares 6,399 $3.32M 0.05% +155 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: 29,104 shares; 2024Q4: 29,269 shares; 2025Q1: 31,212 shares; 2025Q2: 31,297 shares; 2025Q3: 25,562 shares; 2025Q4: 23,491 shares; 2026Q1: 24,678 shares; 2026Q2: 28,214 shares 28,214 $3.32M 0.05% +3,536 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 359 shares; 2025Q1: 525 shares; 2025Q2: 938 shares; 2025Q3: 965 shares; 2025Q4: 1,067 shares; 2026Q1: 11,262 shares; 2026Q2: 11,190 shares 11,190 $3.31M 0.05% -72 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,552 shares; 2024Q4: 30,084 shares; 2025Q1: 34,063 shares; 2025Q2: 28,464 shares; 2025Q3: 29,770 shares; 2025Q4: 28,602 shares; 2026Q1: 29,962 shares; 2026Q2: 31,706 shares 31,706 $3.3M 0.05% +1,744 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: 35,564 shares; 2024Q4: 35,514 shares; 2025Q1: 34,234 shares; 2025Q2: 32,532 shares; 2025Q3: 32,201 shares; 2025Q4: 29,011 shares; 2026Q1: 23,862 shares; 2026Q2: 16,071 shares 16,071 $3.29M 0.05% -7,791 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,362 shares; 2024Q4: 1,435 shares; 2025Q1: 700 shares; 2025Q2: 1,226 shares; 2025Q3: 14,302 shares; 2025Q4: 8,266 shares; 2026Q1: 8,922 shares; 2026Q2: 17,181 shares 17,181 $3.29M 0.05% +8,259 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: 32,769 shares; 2024Q4: 33,712 shares; 2025Q1: 34,160 shares; 2025Q2: 35,300 shares; 2025Q3: 35,683 shares; 2025Q4: 36,314 shares; 2026Q1: 38,159 shares; 2026Q2: 38,313 shares 38,313 $3.24M 0.05% +154 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: 28,899 shares; 2024Q4: 31,279 shares; 2025Q1: 31,972 shares; 2025Q2: 28,032 shares; 2025Q3: 30,004 shares; 2025Q4: 28,696 shares; 2026Q1: 26,739 shares; 2026Q2: 23,129 shares 23,129 $3.24M 0.05% -3,610 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: 142,965 shares; 2024Q4: 163,450 shares; 2025Q1: 161,187 shares; 2025Q2: 164,326 shares; 2025Q3: 164,452 shares; 2025Q4: 155,766 shares; 2026Q1: 164,289 shares; 2026Q2: 155,581 shares 155,581 $3.22M 0.05% -8,708 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,274 shares; 2024Q4: 10,146 shares; 2025Q1: 10,132 shares; 2025Q2: 10,538 shares; 2025Q3: 10,514 shares; 2025Q4: 10,021 shares; 2026Q1: 9,338 shares; 2026Q2: 9,321 shares 9,321 $3.2M 0.05% -17 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: 115,781 shares; 2024Q4: 118,372 shares; 2025Q1: 118,869 shares; 2025Q2: 117,243 shares; 2025Q3: 113,345 shares; 2025Q4: 109,678 shares; 2026Q1: 106,163 shares; 2026Q2: 104,356 shares 104,356 $3.18M 0.05% -1,807 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: 40,327 shares; 2024Q4: 45,652 shares; 2025Q1: 42,367 shares; 2025Q2: 41,818 shares; 2025Q3: 44,669 shares; 2025Q4: 42,177 shares; 2026Q1: 43,552 shares; 2026Q2: 43,929 shares 43,929 $3.16M 0.05% +377 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,366 shares; 2024Q4: 7,123 shares; 2025Q1: 7,161 shares; 2025Q2: 6,992 shares; 2025Q3: 7,243 shares; 2025Q4: 6,472 shares; 2026Q1: 6,749 shares; 2026Q2: 7,034 shares 7,034 $3.14M 0.05% +285 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: 6,680 shares; 2024Q4: 6,690 shares; 2025Q1: 6,699 shares; 2025Q2: 6,708 shares; 2025Q3: 6,715 shares; 2025Q4: 6,497 shares; 2026Q1: 6,813 shares; 2026Q2: 7,630 shares 7,630 $3.12M 0.05% +817 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,800 shares; 2025Q4: 60,951 shares; 2026Q1: 64,529 shares; 2026Q2: 55,214 shares 55,214 $3.09M 0.05% -9,315 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 375 shares; 2025Q1: 8 shares; 2025Q2: 894 shares; 2025Q3: 6,294 shares; 2025Q4: 6,286 shares; 2026Q1: 50,046 shares; 2026Q2: 60,495 shares 60,495 $3.06M 0.05% +10,449 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,716 shares; 2024Q4: 1,632 shares; 2025Q1: 108,114 shares; 2025Q2: 121,750 shares; 2025Q3: 133,336 shares; 2025Q4: 135,871 shares; 2026Q1: 123,341 shares; 2026Q2: 133,053 shares 133,053 $2.98M 0.05% +9,712 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: 25,225 shares; 2024Q4: 25,753 shares; 2025Q1: 25,833 shares; 2025Q2: 26,480 shares; 2025Q3: 26,573 shares; 2025Q4: 26,639 shares; 2026Q1: 27,448 shares; 2026Q2: 38,837 shares 38,837 $2.95M 0.05% +11,389 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: 1,342 shares; 2024Q4: 1,507 shares; 2025Q1: 1,671 shares; 2025Q2: 1,985 shares; 2025Q3: 1,923 shares; 2025Q4: 2,097 shares; 2026Q1: 2,071 shares; 2026Q2: 2,140 shares 2,140 $2.91M 0.04% +69 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,025 shares; 2025Q4: 93,256 shares; 2026Q1: 97,580 shares; 2026Q2: 87,064 shares 87,064 $2.91M 0.04% -10,516 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: 12,029 shares; 2024Q4: 12,005 shares; 2025Q1: 11,965 shares; 2025Q2: 12,124 shares; 2025Q3: 12,030 shares; 2025Q4: 12,505 shares; 2026Q1: 15,007 shares; 2026Q2: 15,629 shares 15,629 $2.9M 0.04% +622 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: 8,654 shares; 2024Q4: 8,672 shares; 2025Q1: 9,690 shares; 2025Q2: 11,036 shares; 2025Q3: 15,768 shares; 2025Q4: 20,401 shares; 2026Q1: 20,108 shares; 2026Q2: 19,734 shares 19,734 $2.89M 0.04% -374 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: 8,574 shares; 2024Q4: 10,175 shares; 2025Q1: 11,687 shares; 2025Q2: 12,451 shares; 2025Q3: 12,258 shares; 2025Q4: 12,210 shares; 2026Q1: 13,227 shares; 2026Q2: 12,628 shares 12,628 $2.81M 0.04% -599 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: 2,642 shares; 2024Q4: 2,659 shares; 2025Q1: 5,859 shares; 2025Q2: 9,890 shares; 2025Q3: 14,262 shares; 2025Q4: 17,871 shares; 2026Q1: 17,844 shares; 2026Q2: 17,093 shares 17,093 $2.81M 0.04% -751 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: 35,495 shares; 2024Q4: 25,677 shares; 2025Q1: 23,584 shares; 2025Q2: 28,774 shares; 2025Q3: 30,446 shares; 2025Q4: 46,525 shares; 2026Q1: 43,412 shares; 2026Q2: 25,621 shares 25,621 $2.76M 0.04% -17,791 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: 7,666 shares; 2024Q4: 7,774 shares; 2025Q1: 7,534 shares; 2025Q2: 8,220 shares; 2025Q3: 7,557 shares; 2025Q4: 7,458 shares; 2026Q1: 7,347 shares; 2026Q2: 7,338 shares 7,338 $2.75M 0.04% -9 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,556 shares; 2024Q4: 13,426 shares; 2025Q1: 14,184 shares; 2025Q2: 15,366 shares; 2025Q3: 15,831 shares; 2025Q4: 15,529 shares; 2026Q1: 15,475 shares; 2026Q2: 15,366 shares 15,366 $2.74M 0.04% -109 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 215 shares; 2025Q1: 199 shares; 2025Q2: 532 shares; 2025Q3: 1,056 shares; 2025Q4: 1,355 shares; 2026Q1: 1,562 shares; 2026Q2: 1,613 shares 1,613 $2.74M 0.04% +51 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 9,379 shares; 2025Q1: 9,380 shares; 2025Q2: 10,090 shares; 2025Q3: 14,022 shares; 2025Q4: 17,946 shares; 2026Q1: 28,839 shares; 2026Q2: 27,204 shares 27,204 $2.74M 0.04% -1,635 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,387 shares; 2024Q4: 48,119 shares; 2025Q1: 48,171 shares; 2025Q2: 44,735 shares; 2025Q3: 45,860 shares; 2025Q4: 43,718 shares; 2026Q1: 55,856 shares; 2026Q2: 56,877 shares 56,877 $2.73M 0.04% +1,021 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,245 shares; 2024Q4: 17,151 shares; 2025Q1: 18,625 shares; 2025Q2: 14,361 shares; 2025Q3: 14,652 shares; 2025Q4: 14,411 shares; 2026Q1: 15,945 shares; 2026Q2: 15,445 shares 15,445 $2.72M 0.04% -500 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,107 shares; 2024Q4: 26,260 shares; 2025Q1: 26,474 shares; 2025Q2: 31,331 shares; 2025Q3: 31,374 shares; 2025Q4: 32,050 shares; 2026Q1: 33,306 shares; 2026Q2: 30,201 shares 30,201 $2.71M 0.04% -3,105 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: 9,529 shares; 2024Q4: 9,531 shares; 2025Q1: 9,978 shares; 2025Q2: 9,897 shares; 2025Q3: 11,535 shares; 2025Q4: 11,837 shares; 2026Q1: 12,091 shares; 2026Q2: 12,247 shares 12,247 $2.71M 0.04% +156 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,236 shares; 2024Q4: 3,261 shares; 2025Q1: 1,065 shares; 2025Q2: 175 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 25,530 shares 25,530 $2.71M 0.04% +25,155 Timeline PWV 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: 35,150 shares; 2024Q4: 35,150 shares; 2025Q1: 35,150 shares; 2025Q2: 35,150 shares; 2025Q3: 35,936 shares; 2025Q4: 35,936 shares; 2026Q1: 35,605 shares; 2026Q2: 35,605 shares 35,605 $2.7M 0.04% 0 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: 7,192 shares; 2024Q4: 7,335 shares; 2025Q1: 5,450 shares; 2025Q2: 5,266 shares; 2025Q3: 5,055 shares; 2025Q4: 5,189 shares; 2026Q1: 5,522 shares; 2026Q2: 5,389 shares 5,389 $2.68M 0.04% -133 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: 25,958 shares; 2024Q4: 25,267 shares; 2025Q1: 23,811 shares; 2025Q2: 23,042 shares; 2025Q3: 22,870 shares; 2025Q4: 23,853 shares; 2026Q1: 25,763 shares; 2026Q2: 23,428 shares 23,428 $2.68M 0.04% -2,335 Timeline RCUS ARCUS BIOSCIENCES INC More: the full row for ARCUS BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,807 shares; 2024Q4: 85,807 shares; 2025Q1: 86,585 shares; 2025Q2: 88,007 shares; 2025Q3: 88,007 shares; 2025Q4: 86,557 shares; 2026Q1: 86,557 shares; 2026Q2: 86,557 shares 86,557 $2.67M 0.04% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 825 shares; 2025Q1: 721 shares; 2025Q2: 892 shares; 2025Q3: 827 shares; 2025Q4: 827 shares; 2026Q1: 1,090 shares; 2026Q2: 2,534 shares 2,534 $2.64M 0.04% +1,444 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,100 shares; 2025Q3: 57,979 shares; 2025Q4: 49,810 shares; 2026Q1: 50,704 shares; 2026Q2: 61,125 shares 61,125 $2.64M 0.04% +10,421 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,787 shares; 2024Q4: 4,682 shares; 2025Q1: 6,893 shares; 2025Q2: 12,858 shares; 2025Q3: 22,894 shares; 2025Q4: 23,598 shares; 2026Q1: 28,950 shares; 2026Q2: 34,342 shares 34,342 $2.63M 0.04% +5,392 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: 13,383 shares; 2024Q4: 12,646 shares; 2025Q1: 17,409 shares; 2025Q2: 19,141 shares; 2025Q3: 18,277 shares; 2025Q4: 20,528 shares; 2026Q1: 13,731 shares; 2026Q2: 13,827 shares 13,827 $2.63M 0.04% +96 Timeline SPLV 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: 37,642 shares; 2024Q4: 31,873 shares; 2025Q1: 30,542 shares; 2025Q2: 30,117 shares; 2025Q3: 30,091 shares; 2025Q4: 28,683 shares; 2026Q1: 28,460 shares; 2026Q2: 34,775 shares 34,775 $2.6M 0.04% +6,315 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: 8,325 shares; 2024Q4: 7,824 shares; 2025Q1: 7,556 shares; 2025Q2: 8,470 shares; 2025Q3: 8,371 shares; 2025Q4: 8,446 shares; 2026Q1: 8,180 shares; 2026Q2: 10,046 shares 10,046 $2.57M 0.04% +1,866 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 4,770 shares; 2025Q1: 4,936 shares; 2025Q2: 5,028 shares; 2025Q3: 5,064 shares; 2025Q4: 5,107 shares; 2026Q1: 5,243 shares; 2026Q2: 5,234 shares 5,234 $2.57M 0.04% -9 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: 15,517 shares; 2024Q4: 17,528 shares; 2025Q1: 16,038 shares; 2025Q2: 16,309 shares; 2025Q3: 17,484 shares; 2025Q4: 17,685 shares; 2026Q1: 18,253 shares; 2026Q2: 16,404 shares 16,404 $2.56M 0.04% -1,849 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: 6,198 shares; 2024Q4: 6,259 shares; 2025Q1: 6,664 shares; 2025Q2: 7,163 shares; 2025Q3: 7,081 shares; 2025Q4: 6,901 shares; 2026Q1: 7,353 shares; 2026Q2: 6,968 shares 6,968 $2.55M 0.04% -385 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: 3,751 shares; 2024Q4: 4,070 shares; 2025Q1: 5,269 shares; 2025Q2: 5,787 shares; 2025Q3: 6,239 shares; 2025Q4: 8,648 shares; 2026Q1: 9,730 shares; 2026Q2: 9,767 shares 9,767 $2.54M 0.04% +37 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: 13,047 shares; 2024Q4: 12,084 shares; 2025Q1: 10,612 shares; 2025Q2: 9,880 shares; 2025Q3: 9,125 shares; 2025Q4: 9,062 shares; 2026Q1: 9,268 shares; 2026Q2: 7,923 shares 7,923 $2.48M 0.04% -1,345 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: 2,931 shares; 2024Q4: 2,975 shares; 2025Q1: 3,270 shares; 2025Q2: 3,298 shares; 2025Q3: 3,349 shares; 2025Q4: 3,300 shares; 2026Q1: 3,789 shares; 2026Q2: 3,901 shares 3,901 $2.48M 0.04% +112 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: 6,839 shares; 2024Q4: 7,011 shares; 2025Q1: 6,645 shares; 2025Q2: 6,866 shares; 2025Q3: 6,889 shares; 2025Q4: 7,052 shares; 2026Q1: 7,183 shares; 2026Q2: 7,484 shares 7,484 $2.47M 0.04% +301 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,409 shares; 2024Q4: 83,761 shares; 2025Q1: 35,790 shares; 2025Q2: 31,459 shares; 2025Q3: 27,211 shares; 2025Q4: 24,960 shares; 2026Q1: 23,773 shares; 2026Q2: 24,094 shares 24,094 $2.46M 0.04% +321 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: 5,952 shares; 2024Q4: 6,084 shares; 2025Q1: 6,217 shares; 2025Q2: 6,415 shares; 2025Q3: 6,294 shares; 2025Q4: 6,800 shares; 2026Q1: 7,145 shares; 2026Q2: 7,213 shares 7,213 $2.46M 0.04% +68 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: 5,915 shares; 2024Q4: 6,460 shares; 2025Q1: 6,511 shares; 2025Q2: 8,970 shares; 2025Q3: 10,743 shares; 2025Q4: 10,517 shares; 2026Q1: 11,053 shares; 2026Q2: 11,351 shares 11,351 $2.46M 0.04% +298 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,921 shares; 2024Q4: 14,417 shares; 2025Q1: 12,831 shares; 2025Q2: 12,125 shares; 2025Q3: 12,476 shares; 2025Q4: 12,624 shares; 2026Q1: 16,366 shares; 2026Q2: 15,640 shares 15,640 $2.45M 0.04% -726 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 466 shares; 2025Q1: 396 shares; 2025Q2: 513 shares; 2025Q3: 488 shares; 2025Q4: 584 shares; 2026Q1: 1,151 shares; 2026Q2: 3,797 shares 3,797 $2.43M 0.04% +2,646 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,893 shares; 2024Q4: 2,235 shares; 2025Q1: 7,626 shares; 2025Q2: 3,269 shares; 2025Q3: 4,647 shares; 2025Q4: 4,239 shares; 2026Q1: 5,523 shares; 2026Q2: 8,013 shares 8,013 $2.43M 0.04% +2,490 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: 12,087 shares; 2024Q4: 12,450 shares; 2025Q1: 12,589 shares; 2025Q2: 13,554 shares; 2025Q3: 13,461 shares; 2025Q4: 14,745 shares; 2026Q1: 16,583 shares; 2026Q2: 16,661 shares 16,661 $2.41M 0.04% +78 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: 2,939 shares; 2024Q4: 5,014 shares; 2025Q1: 4,202 shares; 2025Q2: 12,122 shares; 2025Q3: 10,945 shares; 2025Q4: 11,543 shares; 2026Q1: 20,701 shares; 2026Q2: 25,822 shares 25,822 $2.37M 0.04% +5,121 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,937 shares; 2024Q4: 30,444 shares; 2025Q1: 29,831 shares; 2025Q2: 33,353 shares; 2025Q3: 42,311 shares; 2025Q4: 43,683 shares; 2026Q1: 29,167 shares; 2026Q2: 30,935 shares 30,935 $2.33M 0.04% +1,768 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: 15,677 shares; 2024Q4: 16,420 shares; 2025Q1: 16,152 shares; 2025Q2: 19,609 shares; 2025Q3: 17,015 shares; 2025Q4: 20,440 shares; 2026Q1: 21,220 shares; 2026Q2: 21,461 shares 21,461 $2.31M 0.04% +241 Timeline OMDA OMADA HEALTH INC More: the full row for OMADA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 123,359 shares; 2026Q1: 123,359 shares; 2026Q2: 105,000 shares 105,000 $2.3M 0.04% -18,359 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: 2,479 shares; 2024Q4: 2,485 shares; 2025Q1: 2,501 shares; 2025Q2: 2,548 shares; 2025Q3: 2,600 shares; 2025Q4: 2,795 shares; 2026Q1: 2,878 shares; 2026Q2: 3,004 shares 3,004 $2.27M 0.03% +126 Timeline CHYM CHIME FINL INC More: the full row for CHIME 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: 3,230 shares; 2025Q4: 172,480 shares; 2026Q1: 134,980 shares; 2026Q2: 110,379 shares 110,379 $2.26M 0.03% -24,601 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: 10,040 shares; 2024Q4: 10,378 shares; 2025Q1: 10,154 shares; 2025Q2: 9,875 shares; 2025Q3: 9,646 shares; 2025Q4: 8,807 shares; 2026Q1: 9,698 shares; 2026Q2: 10,321 shares 10,321 $2.25M 0.03% +623 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,507 shares; 2024Q4: 47,903 shares; 2025Q1: 54,239 shares; 2025Q2: 51,841 shares; 2025Q3: 36,449 shares; 2025Q4: 34,386 shares; 2026Q1: 17,353 shares; 2026Q2: 16,946 shares 16,946 $2.24M 0.03% -407 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: 7,782 shares; 2024Q4: 8,017 shares; 2025Q1: 6,496 shares; 2025Q2: 6,553 shares; 2025Q3: 5,816 shares; 2025Q4: 7,696 shares; 2026Q1: 8,615 shares; 2026Q2: 9,380 shares 9,380 $2.23M 0.03% +765 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: 124,423 shares; 2024Q4: 95,046 shares; 2025Q1: 100,593 shares; 2025Q2: 92,345 shares; 2025Q3: 93,411 shares; 2025Q4: 86,532 shares; 2026Q1: 129,199 shares; 2026Q2: 92,563 shares 92,563 $2.23M 0.03% -36,636 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: 13,592 shares; 2024Q4: 11,379 shares; 2025Q1: 11,099 shares; 2025Q2: 12,270 shares; 2025Q3: 11,515 shares; 2025Q4: 12,961 shares; 2026Q1: 13,170 shares; 2026Q2: 13,526 shares 13,526 $2.19M 0.03% +356 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: 49,091 shares; 2024Q4: 51,279 shares; 2025Q1: 39,300 shares; 2025Q2: 38,987 shares; 2025Q3: 38,575 shares; 2025Q4: 39,743 shares; 2026Q1: 41,589 shares; 2026Q2: 40,804 shares 40,804 $2.19M 0.03% -785 Timeline TBIL 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: 21,829 shares; 2025Q1: 59,409 shares; 2025Q2: 74,773 shares; 2025Q3: 69,095 shares; 2025Q4: 57,634 shares; 2026Q1: 65,227 shares; 2026Q2: 43,756 shares 43,756 $2.18M 0.03% -21,471 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: 347,212 shares; 2024Q4: 377,730 shares; 2025Q1: 107,152 shares; 2025Q2: 104,211 shares; 2025Q3: 98,223 shares; 2025Q4: 92,864 shares; 2026Q1: 77,891 shares; 2026Q2: 95,728 shares 95,728 $2.18M 0.03% +17,837 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: 23,962 shares; 2024Q4: 21,280 shares; 2025Q1: 21,612 shares; 2025Q2: 22,035 shares; 2025Q3: 21,664 shares; 2025Q4: 19,890 shares; 2026Q1: 19,769 shares; 2026Q2: 13,285 shares 13,285 $2.17M 0.03% -6,484 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,075 shares; 2024Q4: 17,239 shares; 2025Q1: 16,104 shares; 2025Q2: 15,824 shares; 2025Q3: 15,645 shares; 2025Q4: 16,466 shares; 2026Q1: 17,156 shares; 2026Q2: 16,284 shares 16,284 $2.16M 0.03% -872 Timeline QTEC 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: 3,432 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 4,072 shares; 2026Q2: 6,420 shares 6,420 $2.15M 0.03% +2,348 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: 8,579 shares; 2024Q4: 8,988 shares; 2025Q1: 9,001 shares; 2025Q2: 9,744 shares; 2025Q3: 9,648 shares; 2025Q4: 9,045 shares; 2026Q1: 7,315 shares; 2026Q2: 9,590 shares 9,590 $2.15M 0.03% +2,275 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,022 shares; 2025Q4: 88,485 shares; 2026Q1: 64,518 shares; 2026Q2: 63,922 shares 63,922 $2.14M 0.03% -596 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: 5,082 shares; 2024Q4: 5,470 shares; 2025Q1: 5,334 shares; 2025Q2: 5,704 shares; 2025Q3: 5,240 shares; 2025Q4: 24,954 shares; 2026Q1: 20,346 shares; 2026Q2: 21,536 shares 21,536 $2.14M 0.03% +1,190 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: 18,008 shares; 2024Q4: 21,108 shares; 2025Q1: 22,437 shares; 2025Q2: 21,467 shares; 2025Q3: 21,290 shares; 2025Q4: 23,214 shares; 2026Q1: 22,645 shares; 2026Q2: 19,355 shares 19,355 $2.14M 0.03% -3,290 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,021 shares; 2024Q4: 5,687 shares; 2025Q1: 5,256 shares; 2025Q2: 5,142 shares; 2025Q3: 5,156 shares; 2025Q4: 5,155 shares; 2026Q1: 8,415 shares; 2026Q2: 18,625 shares 18,625 $2.12M 0.03% +10,210 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: 977 shares; 2024Q4: 2,483 shares; 2025Q1: 2,852 shares; 2025Q2: 2,931 shares; 2025Q3: 3,375 shares; 2025Q4: 3,390 shares; 2026Q1: 4,514 shares; 2026Q2: 4,574 shares 4,574 $2.1M 0.03% +60 Timeline PWB 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: 12,330 shares; 2024Q4: 12,330 shares; 2025Q1: 12,330 shares; 2025Q2: 12,330 shares; 2025Q3: 12,330 shares; 2025Q4: 12,330 shares; 2026Q1: 12,330 shares; 2026Q2: 12,330 shares 12,330 $2.08M 0.03% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,609 shares; 2024Q4: 52,099 shares; 2025Q1: 60,345 shares; 2025Q2: 58,685 shares; 2025Q3: 88,594 shares; 2025Q4: 111,071 shares; 2026Q1: 110,745 shares; 2026Q2: 126,621 shares 126,621 $2.07M 0.03% +15,876 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: 19,496 shares; 2024Q4: 60,836 shares; 2025Q1: 58,473 shares; 2025Q2: 58,481 shares; 2025Q3: 58,511 shares; 2025Q4: 58,560 shares; 2026Q1: 58,544 shares; 2026Q2: 59,495 shares 59,495 $2.07M 0.03% +951 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: 4,948 shares; 2024Q4: 5,265 shares; 2025Q1: 5,709 shares; 2025Q2: 6,149 shares; 2025Q3: 6,223 shares; 2025Q4: 6,452 shares; 2026Q1: 6,734 shares; 2026Q2: 7,226 shares 7,226 $2.05M 0.03% +492 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: 4,983 shares; 2024Q4: 4,743 shares; 2025Q1: 4,770 shares; 2025Q2: 4,653 shares; 2025Q3: 4,743 shares; 2025Q4: 5,036 shares; 2026Q1: 5,139 shares; 2026Q2: 5,702 shares 5,702 $2.02M 0.03% +563 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: 24,272 shares; 2024Q4: 24,027 shares; 2025Q1: 24,065 shares; 2025Q2: 24,122 shares; 2025Q3: 24,121 shares; 2025Q4: 24,121 shares; 2026Q1: 24,121 shares; 2026Q2: 24,513 shares 24,513 $2.01M 0.03% +392 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 3,093 shares; 2025Q1: 5,263 shares; 2025Q2: 10,665 shares; 2025Q3: 12,054 shares; 2025Q4: 11,564 shares; 2026Q1: 14,331 shares; 2026Q2: 13,709 shares 13,709 $2M 0.03% -622 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: 6,892 shares; 2024Q4: 6,594 shares; 2025Q1: 7,272 shares; 2025Q2: 7,331 shares; 2025Q3: 7,281 shares; 2025Q4: 7,653 shares; 2026Q1: 6,422 shares; 2026Q2: 6,661 shares 6,661 $1.99M 0.03% +239 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: 7,158 shares; 2024Q4: 7,986 shares; 2025Q1: 8,404 shares; 2025Q2: 8,970 shares; 2025Q3: 9,188 shares; 2025Q4: 9,595 shares; 2026Q1: 10,283 shares; 2026Q2: 13,591 shares 13,591 $1.99M 0.03% +3,308 Timeline VNLA 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: not reported; 2025Q3: not reported; 2025Q4: 12,575 shares; 2026Q1: 33,528 shares; 2026Q2: 40,592 shares 40,592 $1.98M 0.03% +7,064 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: 19,150 shares; 2024Q4: 33,867 shares; 2025Q1: 35,768 shares; 2025Q2: 39,448 shares; 2025Q3: 42,182 shares; 2025Q4: 49,240 shares; 2026Q1: 59,672 shares; 2026Q2: 59,376 shares 59,376 $1.98M 0.03% -296 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: 4,638 shares; 2024Q4: 4,717 shares; 2025Q1: 4,584 shares; 2025Q2: 4,337 shares; 2025Q3: 4,142 shares; 2025Q4: 6,099 shares; 2026Q1: 6,580 shares; 2026Q2: 6,732 shares 6,732 $1.97M 0.03% +152 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 40,182 shares; 2025Q1: 40,034 shares; 2025Q2: 50,505 shares; 2025Q3: 50,530 shares; 2025Q4: 56,014 shares; 2026Q1: 38,152 shares; 2026Q2: 42,451 shares 42,451 $1.96M 0.03% +4,299 Timeline STXE 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: 36,306 shares; 2024Q4: 36,312 shares; 2025Q1: 37,202 shares; 2025Q2: 36,746 shares; 2025Q3: 34,434 shares; 2025Q4: 34,007 shares; 2026Q1: 33,856 shares; 2026Q2: 37,276 shares 37,276 $1.96M 0.03% +3,420 Timeline AVLV 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: 6,987 shares; 2025Q2: 21,740 shares; 2025Q3: 26,075 shares; 2025Q4: 22,847 shares; 2026Q1: 22,449 shares; 2026Q2: 21,405 shares 21,405 $1.95M 0.03% -1,044 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,206 shares; 2024Q4: 27,801 shares; 2025Q1: 25,482 shares; 2025Q2: 26,237 shares; 2025Q3: 24,517 shares; 2025Q4: 24,165 shares; 2026Q1: 34,621 shares; 2026Q2: 35,533 shares 35,533 $1.94M 0.03% +912 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: 4,171 shares; 2024Q4: 4,292 shares; 2025Q1: 4,412 shares; 2025Q2: 4,337 shares; 2025Q3: 4,313 shares; 2025Q4: 4,250 shares; 2026Q1: 4,248 shares; 2026Q2: 4,234 shares 4,234 $1.94M 0.03% -14 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: 38,486 shares; 2024Q4: 45,431 shares; 2025Q1: 44,513 shares; 2025Q2: 44,527 shares; 2025Q3: 44,539 shares; 2025Q4: 43,729 shares; 2026Q1: 43,643 shares; 2026Q2: 43,655 shares 43,655 $1.94M 0.03% +12 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: 10,582 shares; 2024Q4: 10,281 shares; 2025Q1: 10,959 shares; 2025Q2: 9,768 shares; 2025Q3: 10,059 shares; 2025Q4: 10,557 shares; 2026Q1: 11,037 shares; 2026Q2: 11,422 shares 11,422 $1.93M 0.03% +385 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,295 shares; 2024Q4: 4,340 shares; 2025Q1: 4,552 shares; 2025Q2: 4,347 shares; 2025Q3: 4,343 shares; 2025Q4: 4,383 shares; 2026Q1: 4,296 shares; 2026Q2: 4,246 shares 4,246 $1.92M 0.03% -50 Timeline VFH 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: 15,111 shares; 2024Q4: 15,105 shares; 2025Q1: 14,711 shares; 2025Q2: 14,277 shares; 2025Q3: 13,206 shares; 2025Q4: 13,490 shares; 2026Q1: 14,577 shares; 2026Q2: 14,513 shares 14,513 $1.91M 0.03% -64 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,831 shares; 2024Q4: 20,986 shares; 2025Q1: 21,724 shares; 2025Q2: 20,929 shares; 2025Q3: 20,892 shares; 2025Q4: 20,588 shares; 2026Q1: 21,625 shares; 2026Q2: 21,755 shares 21,755 $1.89M 0.03% +130 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: 14,991 shares; 2024Q4: 14,236 shares; 2025Q1: 15,795 shares; 2025Q2: 18,459 shares; 2025Q3: 18,713 shares; 2025Q4: 35,938 shares; 2026Q1: 38,818 shares; 2026Q2: 41,564 shares 41,564 $1.88M 0.03% +2,746 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: 7,165 shares; 2024Q4: 7,024 shares; 2025Q1: 6,592 shares; 2025Q2: 5,608 shares; 2025Q3: 5,387 shares; 2025Q4: 6,073 shares; 2026Q1: 6,441 shares; 2026Q2: 6,839 shares 6,839 $1.86M 0.03% +398 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 648 shares; 2025Q1: 6,384 shares; 2025Q2: 3,335 shares; 2025Q3: 8,033 shares; 2025Q4: 13,850 shares; 2026Q1: 20,720 shares; 2026Q2: 19,928 shares 19,928 $1.86M 0.03% -792 Timeline PNQI 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: 92,858 shares; 2024Q4: 92,775 shares; 2025Q1: 46,195 shares; 2025Q2: 43,715 shares; 2025Q3: 42,688 shares; 2025Q4: 42,438 shares; 2026Q1: 42,253 shares; 2026Q2: 40,453 shares 40,453 $1.84M 0.03% -1,800 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: 6,984 shares; 2024Q4: 7,043 shares; 2025Q1: 7,089 shares; 2025Q2: 7,005 shares; 2025Q3: 6,953 shares; 2025Q4: 7,429 shares; 2026Q1: 7,549 shares; 2026Q2: 7,703 shares 7,703 $1.84M 0.03% +154 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,448 shares; 2024Q4: 9,760 shares; 2025Q1: 6,618 shares; 2025Q2: 12,910 shares; 2025Q3: 13,290 shares; 2025Q4: 13,916 shares; 2026Q1: 15,100 shares; 2026Q2: 24,109 shares 24,109 $1.83M 0.03% +9,009 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,783 shares; 2024Q4: 37,017 shares; 2025Q1: 36,091 shares; 2025Q2: 36,052 shares; 2025Q3: 35,081 shares; 2025Q4: 31,691 shares; 2026Q1: 27,846 shares; 2026Q2: 25,052 shares 25,052 $1.8M 0.03% -2,794 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: 42,457 shares; 2024Q4: 46,741 shares; 2025Q1: 47,026 shares; 2025Q2: 46,686 shares; 2025Q3: 46,715 shares; 2025Q4: 47,530 shares; 2026Q1: 47,882 shares; 2026Q2: 48,734 shares 48,734 $1.79M 0.03% +852 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: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 2,166 shares; 2026Q1: 12,111 shares; 2026Q2: 22,049 shares 22,049 $1.79M 0.03% +9,938 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,140 shares; 2024Q4: 12,342 shares; 2025Q1: 12,079 shares; 2025Q2: 12,187 shares; 2025Q3: 11,954 shares; 2025Q4: 12,621 shares; 2026Q1: 12,314 shares; 2026Q2: 10,595 shares 10,595 $1.78M 0.03% -1,719 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: 2,757 shares; 2024Q4: 2,918 shares; 2025Q1: 2,936 shares; 2025Q2: 3,056 shares; 2025Q3: 3,238 shares; 2025Q4: 3,166 shares; 2026Q1: 3,179 shares; 2026Q2: 3,613 shares 3,613 $1.77M 0.03% +434 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,660 shares; 2024Q4: 32,311 shares; 2025Q1: 28,533 shares; 2025Q2: 39,404 shares; 2025Q3: 39,708 shares; 2025Q4: 40,209 shares; 2026Q1: 38,422 shares; 2026Q2: 39,289 shares 39,289 $1.77M 0.03% +867 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,078 shares; 2024Q4: 14,774 shares; 2025Q1: 24,439 shares; 2025Q2: 16,529 shares; 2025Q3: 25,493 shares; 2025Q4: 25,975 shares; 2026Q1: 38,616 shares; 2026Q2: 39,208 shares 39,208 $1.77M 0.03% +592 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: 1,403 shares; 2024Q4: 1,440 shares; 2025Q1: 1,377 shares; 2025Q2: 1,437 shares; 2025Q3: 1,465 shares; 2025Q4: 1,473 shares; 2026Q1: 1,485 shares; 2026Q2: 1,558 shares 1,558 $1.77M 0.03% +73 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,700 shares; 2024Q4: 37,285 shares; 2025Q1: 31,638 shares; 2025Q2: 24,931 shares; 2025Q3: 27,159 shares; 2025Q4: 28,469 shares; 2026Q1: 31,160 shares; 2026Q2: 32,254 shares 32,254 $1.75M 0.03% +1,094 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,832 shares; 2024Q4: 209,364 shares; 2025Q1: 218,694 shares; 2025Q2: 241,741 shares; 2025Q3: 241,132 shares; 2025Q4: 217,714 shares; 2026Q1: 141,065 shares; 2026Q2: 135,134 shares 135,134 $1.74M 0.03% -5,931 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 8,634 shares; 2025Q1: 8,463 shares; 2025Q2: 7,708 shares; 2025Q3: 7,805 shares; 2025Q4: 7,699 shares; 2026Q1: 56,241 shares; 2026Q2: 54,823 shares 54,823 $1.73M 0.03% -1,418 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,422 shares; 2024Q4: 8,606 shares; 2025Q1: 8,076 shares; 2025Q2: 8,087 shares; 2025Q3: 7,946 shares; 2025Q4: 8,221 shares; 2026Q1: 8,973 shares; 2026Q2: 7,856 shares 7,856 $1.73M 0.03% -1,117 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,861 shares; 2024Q4: 4,582 shares; 2025Q1: 5,441 shares; 2025Q2: 6,021 shares; 2025Q3: 6,496 shares; 2025Q4: 7,111 shares; 2026Q1: 7,161 shares; 2026Q2: 7,614 shares 7,614 $1.73M 0.03% +453 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: 3,009 shares; 2024Q4: 2,924 shares; 2025Q1: 2,668 shares; 2025Q2: 2,986 shares; 2025Q3: 3,101 shares; 2025Q4: 3,586 shares; 2026Q1: 5,292 shares; 2026Q2: 5,926 shares 5,926 $1.72M 0.03% +634 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: 11,361 shares; 2024Q4: 8,621 shares; 2025Q1: 9,808 shares; 2025Q2: 8,228 shares; 2025Q3: 8,919 shares; 2025Q4: 10,162 shares; 2026Q1: 10,663 shares; 2026Q2: 12,709 shares 12,709 $1.72M 0.03% +2,046 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,996 shares; 2024Q4: 11,328 shares; 2025Q1: 13,025 shares; 2025Q2: 12,944 shares; 2025Q3: 13,895 shares; 2025Q4: 13,870 shares; 2026Q1: 14,939 shares; 2026Q2: 15,533 shares 15,533 $1.72M 0.03% +594 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: 21,716 shares; 2024Q4: 23,605 shares; 2025Q1: 19,079 shares; 2025Q2: 16,697 shares; 2025Q3: 15,819 shares; 2025Q4: 15,655 shares; 2026Q1: 20,581 shares; 2026Q2: 22,043 shares 22,043 $1.71M 0.03% +1,462 Timeline VGK 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: 4,754 shares; 2024Q4: 3,963 shares; 2025Q1: 12,357 shares; 2025Q2: 14,271 shares; 2025Q3: 11,362 shares; 2025Q4: 17,660 shares; 2026Q1: 18,951 shares; 2026Q2: 19,231 shares 19,231 $1.7M 0.03% +280 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,688 shares; 2024Q4: 16,546 shares; 2025Q1: 19,756 shares; 2025Q2: 18,602 shares; 2025Q3: 16,944 shares; 2025Q4: 16,894 shares; 2026Q1: 16,232 shares; 2026Q2: 16,515 shares 16,515 $1.7M 0.03% +283 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: 10,410 shares; 2024Q4: 10,068 shares; 2025Q1: 9,178 shares; 2025Q2: 8,948 shares; 2025Q3: 8,948 shares; 2025Q4: 9,027 shares; 2026Q1: 9,087 shares; 2026Q2: 9,027 shares 9,027 $1.7M 0.03% -60 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,041 shares; 2024Q4: 11,003 shares; 2025Q1: 10,394 shares; 2025Q2: 14,343 shares; 2025Q3: 33,188 shares; 2025Q4: 33,232 shares; 2026Q1: 34,157 shares; 2026Q2: 33,938 shares 33,938 $1.69M 0.03% -219 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 2,931 shares; 2025Q1: 3,063 shares; 2025Q2: 3,148 shares; 2025Q3: 3,362 shares; 2025Q4: 3,276 shares; 2026Q1: 3,420 shares; 2026Q2: 3,312 shares 3,312 $1.69M 0.03% -108 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,419 shares; 2024Q4: 53,605 shares; 2025Q1: 55,830 shares; 2025Q2: 56,630 shares; 2025Q3: 58,208 shares; 2025Q4: 69,717 shares; 2026Q1: 69,193 shares; 2026Q2: 66,439 shares 66,439 $1.68M 0.03% -2,754 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 9,927 shares; 2026Q1: 9,938 shares; 2026Q2: 10,187 shares 10,187 $1.66M 0.03% +249 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,964 shares; 2024Q4: 32,150 shares; 2025Q1: 42,772 shares; 2025Q2: 43,660 shares; 2025Q3: 67,004 shares; 2025Q4: 95,488 shares; 2026Q1: 85,070 shares; 2026Q2: 97,820 shares 97,820 $1.66M 0.03% +12,750 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,633 shares; 2026Q1: 22,199 shares; 2026Q2: 27,572 shares 27,572 $1.66M 0.03% +5,373 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: 4,311 shares; 2024Q4: 4,236 shares; 2025Q1: 4,336 shares; 2025Q2: 5,086 shares; 2025Q3: 5,211 shares; 2025Q4: 10,103 shares; 2026Q1: 23,896 shares; 2026Q2: 30,981 shares 30,981 $1.66M 0.03% +7,085 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: 8,431 shares; 2024Q4: 8,284 shares; 2025Q1: 9,539 shares; 2025Q2: 10,923 shares; 2025Q3: 11,450 shares; 2025Q4: 11,179 shares; 2026Q1: 12,432 shares; 2026Q2: 12,905 shares 12,905 $1.63M 0.02% +473 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,747 shares; 2024Q4: 11,264 shares; 2025Q1: 9,759 shares; 2025Q2: 10,756 shares; 2025Q3: 10,713 shares; 2025Q4: 11,045 shares; 2026Q1: 12,699 shares; 2026Q2: 15,521 shares 15,521 $1.63M 0.02% +2,822 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: 34,022 shares; 2024Q4: 34,851 shares; 2025Q1: 35,322 shares; 2025Q2: 29,333 shares; 2025Q3: 27,811 shares; 2025Q4: 28,210 shares; 2026Q1: 30,078 shares; 2026Q2: 28,237 shares 28,237 $1.63M 0.02% -1,841 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: 3,558 shares; 2024Q4: 3,163 shares; 2025Q1: 3,405 shares; 2025Q2: 3,890 shares; 2025Q3: 3,430 shares; 2025Q4: 2,830 shares; 2026Q1: 3,568 shares; 2026Q2: 5,894 shares 5,894 $1.62M 0.02% +2,326 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,931 shares; 2024Q4: 5,505 shares; 2025Q1: 4,805 shares; 2025Q2: 3,702 shares; 2025Q3: 3,773 shares; 2025Q4: 4,676 shares; 2026Q1: 15,053 shares; 2026Q2: 12,015 shares 12,015 $1.62M 0.02% -3,038 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: 318 shares; 2024Q4: 447 shares; 2025Q1: 1,514 shares; 2025Q2: 3,566 shares; 2025Q3: 4,034 shares; 2025Q4: 3,778 shares; 2026Q1: 3,631 shares; 2026Q2: 18,270 shares 18,270 $1.61M 0.02% +14,639 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,950 shares; 2024Q4: 14,275 shares; 2025Q1: 12,455 shares; 2025Q2: 11,560 shares; 2025Q3: 11,889 shares; 2025Q4: 12,039 shares; 2026Q1: 16,282 shares; 2026Q2: 19,048 shares 19,048 $1.59M 0.02% +2,766 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,605 shares; 2024Q4: 4,297 shares; 2025Q1: 4,313 shares; 2025Q2: 4,659 shares; 2025Q3: 3,957 shares; 2025Q4: 3,970 shares; 2026Q1: 4,096 shares; 2026Q2: 4,103 shares 4,103 $1.58M 0.02% +7 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: 12,504 shares; 2024Q4: 13,208 shares; 2025Q1: 13,858 shares; 2025Q2: 28,949 shares; 2025Q3: 29,875 shares; 2025Q4: 28,025 shares; 2026Q1: 30,909 shares; 2026Q2: 32,891 shares 32,891 $1.58M 0.02% +1,982 Timeline SOXL 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: 3,612 shares; 2024Q4: 3,752 shares; 2025Q1: 5,512 shares; 2025Q2: 16,257 shares; 2025Q3: 15,607 shares; 2025Q4: 16,507 shares; 2026Q1: 11,499 shares; 2026Q2: 5,920 shares 5,920 $1.58M 0.02% -5,579 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 578 shares; 2025Q1: 776 shares; 2025Q2: 762 shares; 2025Q3: 1,267 shares; 2025Q4: 1,250 shares; 2026Q1: 4,830 shares; 2026Q2: 5,204 shares 5,204 $1.58M 0.02% +374 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,899 shares; 2024Q4: 21,968 shares; 2025Q1: 22,053 shares; 2025Q2: 18,287 shares; 2025Q3: 18,020 shares; 2025Q4: 18,362 shares; 2026Q1: 16,203 shares; 2026Q2: 20,604 shares 20,604 $1.56M 0.02% +4,401 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,513 shares; 2024Q4: 49,182 shares; 2025Q1: 50,470 shares; 2025Q2: 49,216 shares; 2025Q3: 49,360 shares; 2025Q4: 49,521 shares; 2026Q1: 60,183 shares; 2026Q2: 54,455 shares 54,455 $1.56M 0.02% -5,728 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,228 shares; 2024Q4: 7,137 shares; 2025Q1: 7,427 shares; 2025Q2: 7,927 shares; 2025Q3: 7,972 shares; 2025Q4: 7,980 shares; 2026Q1: 8,453 shares; 2026Q2: 8,453 shares 8,453 $1.55M 0.02% 0 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: 18,429 shares; 2024Q4: 19,836 shares; 2025Q1: 23,429 shares; 2025Q2: 20,707 shares; 2025Q3: 21,696 shares; 2025Q4: 24,193 shares; 2026Q1: 24,856 shares; 2026Q2: 19,868 shares 19,868 $1.55M 0.02% -4,988 Timeline IBHG 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: 14,500 shares; 2025Q2: 15,000 shares; 2025Q3: 23,050 shares; 2025Q4: 32,175 shares; 2026Q1: 42,725 shares; 2026Q2: 70,375 shares 70,375 $1.55M 0.02% +27,650 Timeline BILS 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: 93,667 shares; 2024Q4: 3,463 shares; 2025Q1: 8,189 shares; 2025Q2: 8,763 shares; 2025Q3: 11,434 shares; 2025Q4: 12,342 shares; 2026Q1: 11,912 shares; 2026Q2: 15,616 shares 15,616 $1.55M 0.02% +3,704 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,398 shares; 2024Q4: 80,656 shares; 2025Q1: 87,614 shares; 2025Q2: 96,072 shares; 2025Q3: 92,582 shares; 2025Q4: 85,960 shares; 2026Q1: 84,729 shares; 2026Q2: 86,797 shares 86,797 $1.55M 0.02% +2,068 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,407 shares; 2024Q4: 6,681 shares; 2025Q1: 6,014 shares; 2025Q2: 6,970 shares; 2025Q3: 6,784 shares; 2025Q4: 6,971 shares; 2026Q1: 7,258 shares; 2026Q2: 7,496 shares 7,496 $1.55M 0.02% +238 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,413 shares; 2024Q4: 11,323 shares; 2025Q1: 12,029 shares; 2025Q2: 11,666 shares; 2025Q3: 11,662 shares; 2025Q4: 10,739 shares; 2026Q1: 10,739 shares; 2026Q2: 56,551 shares 56,551 $1.55M 0.02% +45,812 Timeline SCHZ 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: 696 shares; 2024Q4: 1,394 shares; 2025Q1: 1,230 shares; 2025Q2: 19,013 shares; 2025Q3: 19,991 shares; 2025Q4: 20,470 shares; 2026Q1: 22,405 shares; 2026Q2: 67,010 shares 67,010 $1.55M 0.02% +44,605 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,501 shares; 2024Q4: 4,774 shares; 2025Q1: 3,248 shares; 2025Q2: 4,430 shares; 2025Q3: 4,901 shares; 2025Q4: 5,845 shares; 2026Q1: 6,460 shares; 2026Q2: 7,506 shares 7,506 $1.54M 0.02% +1,046 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,668 shares; 2024Q4: 13,099 shares; 2025Q1: 13,737 shares; 2025Q2: 13,704 shares; 2025Q3: 13,527 shares; 2025Q4: 13,706 shares; 2026Q1: 14,220 shares; 2026Q2: 16,074 shares 16,074 $1.53M 0.02% +1,854 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,324 shares; 2026Q1: 8,718 shares; 2026Q2: 7,997 shares 7,997 $1.52M 0.02% -721 Timeline VCR 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: 3,871 shares; 2024Q4: 3,602 shares; 2025Q1: 3,313 shares; 2025Q2: 3,314 shares; 2025Q3: 3,355 shares; 2025Q4: 3,485 shares; 2026Q1: 3,850 shares; 2026Q2: 3,822 shares 3,822 $1.52M 0.02% -28 Timeline VIS 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: 5,161 shares; 2024Q4: 4,833 shares; 2025Q1: 4,405 shares; 2025Q2: 4,535 shares; 2025Q3: 4,606 shares; 2025Q4: 4,660 shares; 2026Q1: 4,155 shares; 2026Q2: 4,186 shares 4,186 $1.51M 0.02% +31 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: 7,480 shares; 2024Q4: 7,481 shares; 2025Q1: 11,352 shares; 2025Q2: 10,861 shares; 2025Q3: 10,407 shares; 2025Q4: 10,550 shares; 2026Q1: 18,438 shares; 2026Q2: 18,267 shares 18,267 $1.5M 0.02% -171 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,539 shares; 2024Q4: 2,719 shares; 2025Q1: 2,798 shares; 2025Q2: 2,794 shares; 2025Q3: 2,869 shares; 2025Q4: 3,716 shares; 2026Q1: 3,876 shares; 2026Q2: 4,021 shares 4,021 $1.49M 0.02% +145 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: 2,054 shares; 2024Q4: 2,244 shares; 2025Q1: 1,946 shares; 2025Q2: 1,889 shares; 2025Q3: 2,098 shares; 2025Q4: 2,691 shares; 2026Q1: 2,665 shares; 2026Q2: 2,879 shares 2,879 $1.48M 0.02% +214 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,728 shares; 2024Q4: 7,254 shares; 2025Q1: 6,993 shares; 2025Q2: 6,828 shares; 2025Q3: 6,667 shares; 2025Q4: 6,630 shares; 2026Q1: 6,265 shares; 2026Q2: 6,264 shares 6,264 $1.48M 0.02% -1 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,554 shares; 2024Q4: 52,061 shares; 2025Q1: 48,235 shares; 2025Q2: 49,078 shares; 2025Q3: 49,602 shares; 2025Q4: 37,748 shares; 2026Q1: 37,944 shares; 2026Q2: 40,696 shares 40,696 $1.47M 0.02% +2,752 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: 21,117 shares; 2024Q4: 23,117 shares; 2025Q1: 31,228 shares; 2025Q2: 35,809 shares; 2025Q3: 41,018 shares; 2025Q4: 51,485 shares; 2026Q1: 26,880 shares; 2026Q2: 15,538 shares 15,538 $1.47M 0.02% -11,342 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: 7,534 shares; 2024Q4: 7,738 shares; 2025Q1: 7,625 shares; 2025Q2: 7,354 shares; 2025Q3: 6,808 shares; 2025Q4: 7,149 shares; 2026Q1: 9,379 shares; 2026Q2: 9,502 shares 9,502 $1.46M 0.02% +123 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,100 shares; 2024Q4: 6,164 shares; 2025Q1: 6,197 shares; 2025Q2: 6,267 shares; 2025Q3: 6,113 shares; 2025Q4: 6,327 shares; 2026Q1: 6,586 shares; 2026Q2: 6,836 shares 6,836 $1.46M 0.02% +250 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: 11,537 shares; 2024Q4: 12,685 shares; 2025Q1: 13,279 shares; 2025Q2: 14,079 shares; 2025Q3: 14,620 shares; 2025Q4: 13,473 shares; 2026Q1: 14,962 shares; 2026Q2: 15,168 shares 15,168 $1.45M 0.02% +206 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: 9,904 shares; 2024Q4: 7,662 shares; 2025Q1: 10,325 shares; 2025Q2: 8,430 shares; 2025Q3: 8,093 shares; 2025Q4: 11,609 shares; 2026Q1: 12,478 shares; 2026Q2: 13,939 shares 13,939 $1.44M 0.02% +1,461 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,243 shares; 2024Q4: 74,832 shares; 2025Q1: 83,469 shares; 2025Q2: 82,690 shares; 2025Q3: 81,606 shares; 2025Q4: 86,300 shares; 2026Q1: 88,726 shares; 2026Q2: 104,112 shares 104,112 $1.44M 0.02% +15,386 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,454 shares; 2024Q4: 8,454 shares; 2025Q1: 8,455 shares; 2025Q2: 13,395 shares; 2025Q3: 13,395 shares; 2025Q4: 13,777 shares; 2026Q1: 13,777 shares; 2026Q2: 13,903 shares 13,903 $1.44M 0.02% +126 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: 2,638 shares; 2024Q4: 2,547 shares; 2025Q1: 2,608 shares; 2025Q2: 2,569 shares; 2025Q3: 2,597 shares; 2025Q4: 2,697 shares; 2026Q1: 2,664 shares; 2026Q2: 2,718 shares 2,718 $1.43M 0.02% +54 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,347 shares; 2025Q1: 2,372 shares; 2025Q2: 2,565 shares; 2025Q3: 2,221 shares; 2025Q4: 1,796 shares; 2026Q1: 5,988 shares; 2026Q2: 7,914 shares 7,914 $1.42M 0.02% +1,926 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: 7,311 shares; 2024Q4: 14,188 shares; 2025Q1: 14,792 shares; 2025Q2: 14,640 shares; 2025Q3: 14,884 shares; 2025Q4: 15,397 shares; 2026Q1: 15,148 shares; 2026Q2: 16,791 shares 16,791 $1.42M 0.02% +1,643 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 2,505 shares; 2025Q1: 3,871 shares; 2025Q2: 5,370 shares; 2025Q3: 5,230 shares; 2025Q4: 5,104 shares; 2026Q1: 5,510 shares; 2026Q2: 5,784 shares 5,784 $1.42M 0.02% +274 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 1,019 shares; 2025Q1: 1,048 shares; 2025Q2: 2,752 shares; 2025Q3: 6,744 shares; 2025Q4: 10,833 shares; 2026Q1: 12,978 shares; 2026Q2: 19,703 shares 19,703 $1.41M 0.02% +6,725 Timeline FTA 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 2,261 shares; 2026Q1: 14,879 shares; 2026Q2: 14,530 shares 14,530 $1.41M 0.02% -349 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: 4,152 shares; 2024Q4: 4,319 shares; 2025Q1: 4,128 shares; 2025Q2: 3,997 shares; 2025Q3: 4,040 shares; 2025Q4: 4,200 shares; 2026Q1: 4,279 shares; 2026Q2: 4,464 shares 4,464 $1.4M 0.02% +185 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 7,744 shares; 2025Q2: 7,754 shares; 2025Q3: 7,754 shares; 2025Q4: 7,374 shares; 2026Q1: 7,374 shares; 2026Q2: 15,427 shares 15,427 $1.4M 0.02% +8,053 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: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 2,440 shares; 2025Q2: 7,260 shares; 2025Q3: 7,918 shares; 2025Q4: 7,246 shares; 2026Q1: 7,474 shares; 2026Q2: 7,069 shares 7,069 $1.4M 0.02% -405 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,932 shares; 2024Q4: 931 shares; 2025Q1: 4,802 shares; 2025Q2: 21,950 shares; 2025Q3: 30,420 shares; 2025Q4: 32,370 shares; 2026Q1: 31,537 shares; 2026Q2: 28,651 shares 28,651 $1.39M 0.02% -2,886 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,520 shares; 2024Q4: 282,164 shares; 2025Q1: 281,158 shares; 2025Q2: 257,825 shares; 2025Q3: 253,224 shares; 2025Q4: 251,506 shares; 2026Q1: 258,921 shares; 2026Q2: 193,222 shares 193,222 $1.38M 0.02% -65,699 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,347 shares; 2024Q4: 55,222 shares; 2025Q1: 55,234 shares; 2025Q2: 55,008 shares; 2025Q3: 52,075 shares; 2025Q4: 52,773 shares; 2026Q1: 57,620 shares; 2026Q2: 58,138 shares 58,138 $1.37M 0.02% +518 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: 7,782 shares; 2024Q4: 7,858 shares; 2025Q1: 9,402 shares; 2025Q2: 9,559 shares; 2025Q3: 9,039 shares; 2025Q4: 9,272 shares; 2026Q1: 9,498 shares; 2026Q2: 10,013 shares 10,013 $1.37M 0.02% +515 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: 2,537 shares; 2024Q4: 2,636 shares; 2025Q1: 2,793 shares; 2025Q2: 3,038 shares; 2025Q3: 9,727 shares; 2025Q4: 11,100 shares; 2026Q1: 10,007 shares; 2026Q2: 11,182 shares 11,182 $1.37M 0.02% +1,175 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,103 shares; 2024Q4: 17,261 shares; 2025Q1: 15,718 shares; 2025Q2: 17,982 shares; 2025Q3: 18,628 shares; 2025Q4: 20,832 shares; 2026Q1: 17,159 shares; 2026Q2: 15,608 shares 15,608 $1.37M 0.02% -1,551 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: 15,748 shares; 2024Q4: 15,556 shares; 2025Q1: 15,556 shares; 2025Q2: 15,378 shares; 2025Q3: 15,263 shares; 2025Q4: 15,270 shares; 2026Q1: 14,165 shares; 2026Q2: 14,178 shares 14,178 $1.37M 0.02% +13 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 394 shares; 2025Q1: 450 shares; 2025Q2: 535 shares; 2025Q3: 542 shares; 2025Q4: 565 shares; 2026Q1: 663 shares; 2026Q2: 688 shares 688 $1.36M 0.02% +25 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: 1,474 shares; 2024Q4: 1,532 shares; 2025Q1: 1,865 shares; 2025Q2: 2,289 shares; 2025Q3: 3,237 shares; 2025Q4: 3,006 shares; 2026Q1: 3,207 shares; 2026Q2: 3,431 shares 3,431 $1.35M 0.02% +224 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: 9,377 shares; 2024Q4: 10,511 shares; 2025Q1: 11,357 shares; 2025Q2: 12,614 shares; 2025Q3: 12,540 shares; 2025Q4: 11,974 shares; 2026Q1: 13,180 shares; 2026Q2: 14,205 shares 14,205 $1.33M 0.02% +1,025 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: 17,599 shares; 2024Q4: 26,589 shares; 2025Q1: 21,205 shares; 2025Q2: 18,122 shares; 2025Q3: 17,813 shares; 2025Q4: 18,612 shares; 2026Q1: 18,392 shares; 2026Q2: 17,200 shares 17,200 $1.33M 0.02% -1,192 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,286 shares; 2024Q4: 6,858 shares; 2025Q1: 7,412 shares; 2025Q2: 7,887 shares; 2025Q3: 8,203 shares; 2025Q4: 8,336 shares; 2026Q1: 9,225 shares; 2026Q2: 11,838 shares 11,838 $1.32M 0.02% +2,613 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,470 shares; 2024Q4: 8,048 shares; 2025Q1: 5,617 shares; 2025Q2: 10,980 shares; 2025Q3: 13,053 shares; 2025Q4: 11,991 shares; 2026Q1: 12,262 shares; 2026Q2: 13,858 shares 13,858 $1.32M 0.02% +1,596 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,461 shares; 2024Q4: 1,402 shares; 2025Q1: 2,966 shares; 2025Q2: 3,419 shares; 2025Q3: 3,363 shares; 2025Q4: 4,067 shares; 2026Q1: 4,540 shares; 2026Q2: 4,710 shares 4,710 $1.32M 0.02% +170 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,155 shares; 2024Q4: 86,528 shares; 2025Q1: 86,655 shares; 2025Q2: 27,174 shares; 2025Q3: 25,836 shares; 2025Q4: 25,917 shares; 2026Q1: 25,683 shares; 2026Q2: 22,722 shares 22,722 $1.31M 0.02% -2,961 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: 2,070 shares; 2024Q4: 2,159 shares; 2025Q1: 2,419 shares; 2025Q2: 2,393 shares; 2025Q3: 2,436 shares; 2025Q4: 3,395 shares; 2026Q1: 3,819 shares; 2026Q2: 3,724 shares 3,724 $1.3M 0.02% -95 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: 26,570 shares; 2024Q4: 26,998 shares; 2025Q1: 27,403 shares; 2025Q2: 19,419 shares; 2025Q3: 18,877 shares; 2025Q4: 19,075 shares; 2026Q1: 19,965 shares; 2026Q2: 24,282 shares 24,282 $1.29M 0.02% +4,317 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,979 shares; 2024Q4: 9,181 shares; 2025Q1: 10,034 shares; 2025Q2: 7,403 shares; 2025Q3: 6,574 shares; 2025Q4: 7,771 shares; 2026Q1: 7,814 shares; 2026Q2: 7,910 shares 7,910 $1.29M 0.02% +96 Timeline DFCA 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: 9,428 shares; 2025Q4: 9,428 shares; 2026Q1: 19,157 shares; 2026Q2: 25,673 shares 25,673 $1.29M 0.02% +6,516 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 862 shares; 2025Q1: 938 shares; 2025Q2: 982 shares; 2025Q3: 928 shares; 2025Q4: 916 shares; 2026Q1: 854 shares; 2026Q2: 966 shares 966 $1.29M 0.02% +112 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,054 shares; 2024Q4: 5,704 shares; 2025Q1: 5,493 shares; 2025Q2: 5,346 shares; 2025Q3: 5,031 shares; 2025Q4: 4,991 shares; 2026Q1: 5,431 shares; 2026Q2: 5,702 shares 5,702 $1.28M 0.02% +271 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,853 shares; 2024Q4: 9,286 shares; 2025Q1: 9,323 shares; 2025Q2: 9,164 shares; 2025Q3: 9,357 shares; 2025Q4: 10,100 shares; 2026Q1: 11,606 shares; 2026Q2: 13,176 shares 13,176 $1.26M 0.02% +1,570 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,737 shares; 2024Q4: 6,506 shares; 2025Q1: 6,236 shares; 2025Q2: 6,484 shares; 2025Q3: 6,372 shares; 2025Q4: 5,845 shares; 2026Q1: 7,101 shares; 2026Q2: 8,197 shares 8,197 $1.26M 0.02% +1,096 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: 7,445 shares; 2024Q4: 8,154 shares; 2025Q1: 8,109 shares; 2025Q2: 7,280 shares; 2025Q3: 8,219 shares; 2025Q4: 8,072 shares; 2026Q1: 9,921 shares; 2026Q2: 10,142 shares 10,142 $1.26M 0.02% +221 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,835 shares; 2024Q4: 24,145 shares; 2025Q1: 24,097 shares; 2025Q2: 23,644 shares; 2025Q3: 23,643 shares; 2025Q4: 22,897 shares; 2026Q1: 22,897 shares; 2026Q2: 22,897 shares 22,897 $1.26M 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,939 shares; 2024Q4: 46,460 shares; 2025Q1: 48,547 shares; 2025Q2: 46,983 shares; 2025Q3: 45,634 shares; 2025Q4: 47,124 shares; 2026Q1: 63,185 shares; 2026Q2: 63,273 shares 63,273 $1.26M 0.02% +88 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,467 shares; 2024Q4: 26,426 shares; 2025Q1: 22,980 shares; 2025Q2: 23,624 shares; 2025Q3: 24,456 shares; 2025Q4: 23,658 shares; 2026Q1: 28,243 shares; 2026Q2: 28,254 shares 28,254 $1.25M 0.02% +11 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,709 shares; 2024Q4: 13,407 shares; 2025Q1: 12,925 shares; 2025Q2: 14,051 shares; 2025Q3: 13,981 shares; 2025Q4: 14,435 shares; 2026Q1: 16,581 shares; 2026Q2: 19,611 shares 19,611 $1.24M 0.02% +3,030 Timeline TIPX 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: 1,591 shares; 2024Q4: 1,604 shares; 2025Q1: 1,606 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: 58,132 shares; 2026Q2: 65,083 shares 65,083 $1.23M 0.02% +6,951 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,206 shares; 2025Q1: 3,177 shares; 2025Q2: 3,100 shares; 2025Q3: 3,073 shares; 2025Q4: 3,136 shares; 2026Q1: 3,494 shares; 2026Q2: 3,728 shares 3,728 $1.23M 0.02% +234 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,483 shares; 2024Q4: 4,802 shares; 2025Q1: 5,024 shares; 2025Q2: 4,835 shares; 2025Q3: 4,629 shares; 2025Q4: 4,661 shares; 2026Q1: 4,433 shares; 2026Q2: 4,585 shares 4,585 $1.23M 0.02% +152 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: 8,489 shares; 2024Q4: 9,208 shares; 2025Q1: 9,185 shares; 2025Q2: 9,433 shares; 2025Q3: 9,970 shares; 2025Q4: 10,157 shares; 2026Q1: 10,284 shares; 2026Q2: 10,475 shares 10,475 $1.23M 0.02% +191 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: 6,030 shares; 2024Q4: 4,728 shares; 2025Q1: 5,709 shares; 2025Q2: 9,024 shares; 2025Q3: 10,028 shares; 2025Q4: 9,865 shares; 2026Q1: 10,679 shares; 2026Q2: 13,382 shares 13,382 $1.22M 0.02% +2,703 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: 21,078 shares; 2024Q4: 20,202 shares; 2025Q1: 19,992 shares; 2025Q2: 21,312 shares; 2025Q3: 20,093 shares; 2025Q4: 19,453 shares; 2026Q1: 20,499 shares; 2026Q2: 20,191 shares 20,191 $1.22M 0.02% -308 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: 7,286 shares; 2024Q4: 6,547 shares; 2025Q1: 6,362 shares; 2025Q2: 7,794 shares; 2025Q3: 7,259 shares; 2025Q4: 7,134 shares; 2026Q1: 10,026 shares; 2026Q2: 10,026 shares 10,026 $1.22M 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,867 shares; 2024Q4: 20,050 shares; 2025Q1: 23,539 shares; 2025Q2: 22,357 shares; 2025Q3: 21,965 shares; 2025Q4: 14,600 shares; 2026Q1: 15,363 shares; 2026Q2: 16,587 shares 16,587 $1.22M 0.02% +1,224 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,701 shares; 2024Q4: 4,657 shares; 2025Q1: 4,941 shares; 2025Q2: 5,811 shares; 2025Q3: 5,771 shares; 2025Q4: 5,948 shares; 2026Q1: 5,833 shares; 2026Q2: 5,995 shares 5,995 $1.21M 0.02% +162 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,205 shares; 2024Q4: 14,683 shares; 2025Q1: 12,212 shares; 2025Q2: 10,964 shares; 2025Q3: 5,621 shares; 2025Q4: 5,515 shares; 2026Q1: 5,684 shares; 2026Q2: 4,747 shares 4,747 $1.21M 0.02% -937 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: 3,523 shares; 2024Q4: 3,732 shares; 2025Q1: 3,735 shares; 2025Q2: 3,466 shares; 2025Q3: 3,468 shares; 2025Q4: 3,448 shares; 2026Q1: 3,547 shares; 2026Q2: 4,897 shares 4,897 $1.21M 0.02% +1,350 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: 506 shares; 2024Q4: 591 shares; 2025Q1: 1,275 shares; 2025Q2: 2,215 shares; 2025Q3: 2,255 shares; 2025Q4: 2,576 shares; 2026Q1: 3,270 shares; 2026Q2: 3,933 shares 3,933 $1.2M 0.02% +663 Timeline DWX 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: 37,745 shares; 2024Q4: 32,693 shares; 2025Q1: 32,733 shares; 2025Q2: 32,834 shares; 2025Q3: 34,106 shares; 2025Q4: 30,403 shares; 2026Q1: 26,940 shares; 2026Q2: 26,119 shares 26,119 $1.2M 0.02% -821 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,499 shares; 2024Q4: 35,885 shares; 2025Q1: 43,750 shares; 2025Q2: 29,938 shares; 2025Q3: 29,938 shares; 2025Q4: 26,775 shares; 2026Q1: 28,819 shares; 2026Q2: 28,822 shares 28,822 $1.2M 0.02% +3 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,528 shares; 2024Q4: 6,651 shares; 2025Q1: 6,911 shares; 2025Q2: 7,381 shares; 2025Q3: 7,276 shares; 2025Q4: 6,625 shares; 2026Q1: 7,252 shares; 2026Q2: 7,029 shares 7,029 $1.2M 0.02% -223 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: 4,937 shares; 2024Q4: 4,942 shares; 2025Q1: 5,072 shares; 2025Q2: 5,022 shares; 2025Q3: 4,877 shares; 2025Q4: 4,982 shares; 2026Q1: 5,348 shares; 2026Q2: 5,290 shares 5,290 $1.19M 0.02% -58 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,550 shares; 2024Q4: 9,932 shares; 2025Q1: 10,040 shares; 2025Q2: 9,572 shares; 2025Q3: 11,988 shares; 2025Q4: 9,932 shares; 2026Q1: 10,202 shares; 2026Q2: 11,670 shares 11,670 $1.19M 0.02% +1,468 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,572 shares; 2024Q4: 72,790 shares; 2025Q1: 49,065 shares; 2025Q2: 78,440 shares; 2025Q3: 78,700 shares; 2025Q4: 65,842 shares; 2026Q1: 88,173 shares; 2026Q2: 81,864 shares 81,864 $1.19M 0.02% -6,309 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: 7,726 shares; 2024Q4: 9,111 shares; 2025Q1: 9,338 shares; 2025Q2: 8,961 shares; 2025Q3: 9,681 shares; 2025Q4: 10,531 shares; 2026Q1: 12,411 shares; 2026Q2: 13,723 shares 13,723 $1.19M 0.02% +1,312 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 4,434 shares; 2025Q1: 4,611 shares; 2025Q2: 5,487 shares; 2025Q3: 5,641 shares; 2025Q4: 6,938 shares; 2026Q1: 6,346 shares; 2026Q2: 6,413 shares 6,413 $1.18M 0.02% +67 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,739 shares; 2024Q4: 14,984 shares; 2025Q1: 14,726 shares; 2025Q2: 14,709 shares; 2025Q3: 14,188 shares; 2025Q4: 14,172 shares; 2026Q1: 16,613 shares; 2026Q2: 20,443 shares 20,443 $1.17M 0.02% +3,830 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,866 shares; 2024Q4: 20,329 shares; 2025Q1: 19,672 shares; 2025Q2: 19,099 shares; 2025Q3: 19,268 shares; 2025Q4: 19,173 shares; 2026Q1: 21,415 shares; 2026Q2: 21,575 shares 21,575 $1.17M 0.02% +160 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 3,440 shares; 2025Q2: 4,777 shares; 2025Q3: 6,257 shares; 2025Q4: 7,409 shares; 2026Q1: 8,932 shares; 2026Q2: 9,105 shares 9,105 $1.16M 0.02% +173 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: 684 shares; 2024Q4: 742 shares; 2025Q1: 748 shares; 2025Q2: 10,743 shares; 2025Q3: 10,924 shares; 2025Q4: 11,536 shares; 2026Q1: 12,943 shares; 2026Q2: 12,635 shares 12,635 $1.16M 0.02% -308 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 1,802 shares; 2025Q1: 1,755 shares; 2025Q2: 2,000 shares; 2025Q3: 1,729 shares; 2025Q4: 2,049 shares; 2026Q1: 3,142 shares; 2026Q2: 3,272 shares 3,272 $1.16M 0.02% +130 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,662 shares; 2024Q4: 5,662 shares; 2025Q1: 9,574 shares; 2025Q2: 11,013 shares; 2025Q3: 11,048 shares; 2025Q4: 10,939 shares; 2026Q1: 12,868 shares; 2026Q2: 12,993 shares 12,993 $1.16M 0.02% +125 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: 1,832 shares; 2025Q1: 10,157 shares; 2025Q2: 10,888 shares; 2025Q3: 10,762 shares; 2025Q4: 10,593 shares; 2026Q1: 9,826 shares; 2026Q2: 10,389 shares 10,389 $1.16M 0.02% +563 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,107 shares; 2024Q4: 7,137 shares; 2025Q1: 7,947 shares; 2025Q2: 7,749 shares; 2025Q3: 7,698 shares; 2025Q4: 7,702 shares; 2026Q1: 8,960 shares; 2026Q2: 20,517 shares 20,517 $1.15M 0.02% +11,557 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: 11,463 shares; 2024Q4: 10,736 shares; 2025Q1: 7,354 shares; 2025Q2: 6,862 shares; 2025Q3: 6,784 shares; 2025Q4: 7,310 shares; 2026Q1: 7,823 shares; 2026Q2: 8,750 shares 8,750 $1.14M 0.02% +927 Timeline FTEC 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: 3,766 shares; 2024Q4: 3,466 shares; 2025Q1: 3,372 shares; 2025Q2: 3,267 shares; 2025Q3: 3,216 shares; 2025Q4: 4,432 shares; 2026Q1: 4,350 shares; 2026Q2: 3,994 shares 3,994 $1.14M 0.02% -356 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: 17,494 shares; 2024Q4: 18,629 shares; 2025Q1: 16,219 shares; 2025Q2: 17,445 shares; 2025Q3: 21,247 shares; 2025Q4: 21,734 shares; 2026Q1: 23,092 shares; 2026Q2: 23,954 shares 23,954 $1.14M 0.02% +862 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,934 shares; 2024Q4: 23,429 shares; 2025Q1: 20,673 shares; 2025Q2: 21,053 shares; 2025Q3: 22,369 shares; 2025Q4: 20,593 shares; 2026Q1: 20,425 shares; 2026Q2: 20,457 shares 20,457 $1.14M 0.02% +32 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,518 shares; 2024Q4: 2,684 shares; 2025Q1: 2,899 shares; 2025Q2: 3,072 shares; 2025Q3: 3,180 shares; 2025Q4: 3,187 shares; 2026Q1: 3,294 shares; 2026Q2: 3,576 shares 3,576 $1.14M 0.02% +282 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,428 shares; 2024Q4: 3,335 shares; 2025Q1: 3,601 shares; 2025Q2: 4,682 shares; 2025Q3: 4,510 shares; 2025Q4: 4,638 shares; 2026Q1: 4,816 shares; 2026Q2: 6,501 shares 6,501 $1.13M 0.02% +1,685 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: 9,011 shares; 2024Q4: 5,396 shares; 2025Q1: 4,825 shares; 2025Q2: 4,985 shares; 2025Q3: 4,787 shares; 2025Q4: 4,961 shares; 2026Q1: 6,937 shares; 2026Q2: 7,115 shares 7,115 $1.13M 0.02% +178 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: 1,666 shares; 2024Q4: 1,740 shares; 2025Q1: 1,891 shares; 2025Q2: 2,183 shares; 2025Q3: 2,248 shares; 2025Q4: 2,566 shares; 2026Q1: 2,505 shares; 2026Q2: 3,971 shares 3,971 $1.12M 0.02% +1,466 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,262 shares; 2024Q4: 10,452 shares; 2025Q1: 8,608 shares; 2025Q2: 10,907 shares; 2025Q3: 11,064 shares; 2025Q4: 10,951 shares; 2026Q1: 11,772 shares; 2026Q2: 11,985 shares 11,985 $1.11M 0.02% +213 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 1,001 shares; 2025Q1: 1,077 shares; 2025Q2: 1,771 shares; 2025Q3: 1,657 shares; 2025Q4: 1,945 shares; 2026Q1: 2,171 shares; 2026Q2: 2,801 shares 2,801 $1.1M 0.02% +630 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,945 shares; 2024Q4: 12,580 shares; 2025Q1: 12,242 shares; 2025Q2: 12,742 shares; 2025Q3: 12,497 shares; 2025Q4: 12,646 shares; 2026Q1: 14,056 shares; 2026Q2: 14,755 shares 14,755 $1.1M 0.02% +699 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,824 shares; 2024Q4: 19,129 shares; 2025Q1: 18,037 shares; 2025Q2: 14,634 shares; 2025Q3: 14,905 shares; 2025Q4: 15,646 shares; 2026Q1: 16,278 shares; 2026Q2: 22,046 shares 22,046 $1.09M 0.02% +5,768 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,978 shares; 2025Q1: 2,899 shares; 2025Q2: 4,091 shares; 2025Q3: 6,263 shares; 2025Q4: 7,386 shares; 2026Q1: 6,789 shares; 2026Q2: 6,329 shares 6,329 $1.09M 0.02% -460 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,683 shares; 2024Q4: 9,629 shares; 2025Q1: 9,796 shares; 2025Q2: 8,874 shares; 2025Q3: 8,032 shares; 2025Q4: 7,467 shares; 2026Q1: 8,674 shares; 2026Q2: 11,069 shares 11,069 $1.09M 0.02% +2,395 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 7,910 shares; 2025Q1: 7,251 shares; 2025Q2: 8,611 shares; 2025Q3: 7,366 shares; 2025Q4: 9,456 shares; 2026Q1: 9,456 shares; 2026Q2: 9,263 shares 9,263 $1.09M 0.02% -193 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,084 shares; 2024Q4: 23,193 shares; 2025Q1: 20,207 shares; 2025Q2: 21,014 shares; 2025Q3: 22,306 shares; 2025Q4: 23,614 shares; 2026Q1: 25,987 shares; 2026Q2: 24,735 shares 24,735 $1.09M 0.02% -1,252 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: 18,516 shares; 2024Q4: 19,427 shares; 2025Q1: 16,550 shares; 2025Q2: 18,590 shares; 2025Q3: 18,783 shares; 2025Q4: 20,571 shares; 2026Q1: 14,519 shares; 2026Q2: 17,471 shares 17,471 $1.07M 0.02% +2,952 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 2,971 shares; 2025Q1: 2,675 shares; 2025Q2: 2,544 shares; 2025Q3: 2,509 shares; 2025Q4: 2,398 shares; 2026Q1: 2,564 shares; 2026Q2: 2,584 shares 2,584 $1.07M 0.02% +20 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: 8,554 shares; 2024Q4: 8,534 shares; 2025Q1: 3,686 shares; 2025Q2: 5,235 shares; 2025Q3: 5,165 shares; 2025Q4: 4,586 shares; 2026Q1: 9,371 shares; 2026Q2: 8,574 shares 8,574 $1.07M 0.02% -797 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: 4,950 shares; 2024Q4: 5,078 shares; 2025Q1: 5,410 shares; 2025Q2: 5,036 shares; 2025Q3: 4,674 shares; 2025Q4: 4,594 shares; 2026Q1: 4,819 shares; 2026Q2: 4,484 shares 4,484 $1.07M 0.02% -335 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 10,260 shares; 2026Q1: 18,836 shares; 2026Q2: 19,909 shares 19,909 $1.06M 0.02% +1,073 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: 21,995 shares; 2024Q4: 24,999 shares; 2025Q1: 27,028 shares; 2025Q2: 28,449 shares; 2025Q3: 26,339 shares; 2025Q4: 29,295 shares; 2026Q1: 32,325 shares; 2026Q2: 33,188 shares 33,188 $1.06M 0.02% +863 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: 3,835 shares; 2024Q4: 4,621 shares; 2025Q1: 4,936 shares; 2025Q2: 5,239 shares; 2025Q3: 5,336 shares; 2025Q4: 5,470 shares; 2026Q1: 5,375 shares; 2026Q2: 4,790 shares 4,790 $1.06M 0.02% -585 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: 14,990 shares; 2024Q4: 13,687 shares; 2025Q1: 18,405 shares; 2025Q2: 13,333 shares; 2025Q3: 13,385 shares; 2025Q4: 16,285 shares; 2026Q1: 19,754 shares; 2026Q2: 25,564 shares 25,564 $1.06M 0.02% +5,810 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,124 shares; 2024Q4: 2,115 shares; 2025Q1: 2,308 shares; 2025Q2: 2,559 shares; 2025Q3: 2,536 shares; 2025Q4: 2,660 shares; 2026Q1: 2,837 shares; 2026Q2: 2,704 shares 2,704 $1.05M 0.02% -133 Timeline PRFZ 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: 22,780 shares; 2024Q4: 20,578 shares; 2025Q1: 20,578 shares; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 18,400 shares; 2026Q1: 18,400 shares; 2026Q2: 18,898 shares 18,898 $1.05M 0.02% +498 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,681 shares; 2024Q4: 6,810 shares; 2025Q1: 6,819 shares; 2025Q2: 8,206 shares; 2025Q3: 8,104 shares; 2025Q4: 8,478 shares; 2026Q1: 8,700 shares; 2026Q2: 9,834 shares 9,834 $1.05M 0.02% +1,134 Timeline