IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 551,208 shares; 2025Q2: 563,275 shares; 2025Q3: 1,004,765 shares; 2025Q4: 1,015,610 shares; 2026Q1: 1,763,387 shares; 2026Q2: 1,333,656 shares 1,333,656 $129M 7.15% -429,731 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,618,772 shares; 2024Q4: 2,765,275 shares; 2025Q1: 2,890,675 shares; 2025Q2: 2,776,880 shares; 2025Q3: 2,745,347 shares; 2025Q4: 2,748,630 shares; 2026Q1: 2,677,850 shares; 2026Q2: 2,602,795 shares 2,602,795 $106M 5.87% -75,055 Timeline AIRR 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: 424,996 shares; 2025Q2: 653,750 shares; 2025Q3: 622,862 shares; 2025Q4: 609,240 shares; 2026Q1: 516,187 shares; 2026Q2: 499,778 shares 499,778 $66.6M 3.7% -16,409 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: 94,825 shares; 2024Q4: 89,121 shares; 2025Q1: 88,192 shares; 2025Q2: 99,162 shares; 2025Q3: 90,909 shares; 2025Q4: 87,125 shares; 2026Q1: 83,410 shares; 2026Q2: 81,057 shares 81,057 $59.7M 3.31% -2,353 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,027 shares; 2025Q3: 497,096 shares; 2025Q4: 507,509 shares; 2026Q1: 525,436 shares; 2026Q2: 503,579 shares 503,579 $54.2M 3.01% -21,857 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: 684,432 shares; 2024Q4: 684,532 shares; 2025Q1: 618,057 shares; 2025Q2: 621,071 shares; 2025Q3: 409,900 shares; 2025Q4: 400,284 shares; 2026Q1: 460,638 shares; 2026Q2: 434,292 shares 434,292 $54.2M 3.01% -26,346 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,641 shares; 2024Q4: 351,765 shares; 2025Q1: 655,042 shares; 2025Q2: 662,568 shares; 2025Q3: 664,615 shares; 2025Q4: 661,153 shares; 2026Q1: 625,603 shares; 2026Q2: 628,609 shares 628,609 $49.9M 2.77% +3,006 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050,724 shares; 2026Q2: 1,057,053 shares 1,057,053 $46.5M 2.58% +6,329 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,216,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536,734 shares; 2025Q4: 1,556,637 shares; 2026Q1: 1,530,814 shares; 2026Q2: 1,511,668 shares 1,511,668 $46.3M 2.57% -19,146 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: 227,184 shares; 2024Q4: 216,769 shares; 2025Q1: 222,261 shares; 2025Q2: 224,515 shares; 2025Q3: 237,832 shares; 2025Q4: 235,901 shares; 2026Q1: 218,914 shares; 2026Q2: 224,945 shares 224,945 $45M 2.5% +6,031 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: 183,060 shares; 2024Q4: 153,400 shares; 2025Q1: 156,104 shares; 2025Q2: 157,606 shares; 2025Q3: 158,323 shares; 2025Q4: 159,970 shares; 2026Q1: 149,998 shares; 2026Q2: 152,759 shares 152,759 $44.2M 2.45% +2,761 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,508,705 shares 1,508,705 $42.2M 2.34% new 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: 24,112 shares; 2024Q4: 64,284 shares; 2025Q1: 65,989 shares; 2025Q2: 96,486 shares; 2025Q3: 97,623 shares; 2025Q4: 96,077 shares; 2026Q1: 93,127 shares; 2026Q2: 91,923 shares 91,923 $32.9M 1.82% -1,204 Timeline BAI 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: 1,063,208 shares; 2025Q3: 1,055,332 shares; 2025Q4: 1,034,774 shares; 2026Q1: 714,233 shares; 2026Q2: 622,079 shares 622,079 $32.8M 1.82% -92,154 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: 13,707 shares; 2024Q4: 14,565 shares; 2025Q1: 14,924 shares; 2025Q2: 11,550 shares; 2025Q3: 11,437 shares; 2025Q4: 11,113 shares; 2026Q1: 10,689 shares; 2026Q2: 103,076 shares 103,076 $31.1M 1.73% +92,387 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: 70,938 shares; 2024Q4: 71,927 shares; 2025Q1: 72,588 shares; 2025Q2: 72,759 shares; 2025Q3: 74,671 shares; 2025Q4: 74,078 shares; 2026Q1: 76,498 shares; 2026Q2: 79,439 shares 79,439 $29.6M 1.65% +2,941 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: 278,514 shares; 2024Q4: 268,385 shares; 2025Q1: 234,105 shares; 2025Q2: 234,233 shares; 2025Q3: 234,322 shares; 2025Q4: 200,421 shares; 2026Q1: 200,508 shares; 2026Q2: 200,585 shares 200,585 $29.3M 1.63% +77 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 2,306 shares; 2025Q2: 917,058 shares; 2025Q3: 2,645 shares; 2025Q4: 894,415 shares; 2026Q1: 2,834 shares; 2026Q2: 1,164,982 shares 1,164,982 $28.1M 1.56% +1,162,148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,428 shares; 2025Q4: 96,538 shares; 2026Q1: 137,221 shares; 2026Q2: 129,862 shares 129,862 $27.6M 1.53% -7,359 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,105 shares; 2024Q4: 268,617 shares; 2025Q1: 268,877 shares; 2025Q2: 267,959 shares; 2025Q3: 268,906 shares; 2025Q4: 271,640 shares; 2026Q1: 228,351 shares; 2026Q2: 224,242 shares 224,242 $26.9M 1.5% -4,109 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: 360,063 shares; 2024Q4: 353,503 shares; 2025Q1: 342,333 shares; 2025Q2: 340,284 shares; 2025Q3: 336,841 shares; 2025Q4: 334,201 shares; 2026Q1: 328,795 shares; 2026Q2: 318,583 shares 318,583 $24.1M 1.34% -10,212 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: 93,764 shares; 2024Q4: 94,228 shares; 2025Q1: 62,990 shares; 2025Q2: 61,604 shares; 2025Q3: 60,635 shares; 2025Q4: 58,115 shares; 2026Q1: 57,769 shares; 2026Q2: 56,832 shares 56,832 $21.5M 1.19% -937 Timeline STIP 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: 182,122 shares; 2025Q2: 184,187 shares; 2025Q3: 184,583 shares; 2025Q4: 186,823 shares; 2026Q1: 190,109 shares; 2026Q2: 208,243 shares 208,243 $21.3M 1.18% +18,134 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,062 shares; 2024Q4: 301,430 shares; 2025Q1: 309,567 shares; 2025Q2: 323,255 shares; 2025Q3: 389,185 shares; 2025Q4: 398,431 shares; 2026Q1: 410,753 shares; 2026Q2: 425,835 shares 425,835 $20.2M 1.12% +15,082 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: 63,528 shares; 2024Q4: 64,537 shares; 2025Q1: 67,013 shares; 2025Q2: 68,347 shares; 2025Q3: 73,457 shares; 2025Q4: 77,714 shares; 2026Q1: 73,631 shares; 2026Q2: 79,418 shares 79,418 $18.9M 1.05% +5,787 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: 41,079 shares; 2024Q4: 40,925 shares; 2025Q1: 40,884 shares; 2025Q2: 41,223 shares; 2025Q3: 42,305 shares; 2025Q4: 42,076 shares; 2026Q1: 41,508 shares; 2026Q2: 42,322 shares 42,322 $13.9M 0.77% +814 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,443 shares; 2024Q4: 566,443 shares; 2025Q1: 566,443 shares; 2025Q2: 566,496 shares; 2025Q3: 566,704 shares; 2025Q4: 567,255 shares; 2026Q1: 568,674 shares; 2026Q2: 571,278 shares 571,278 $13.7M 0.76% +2,604 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,210 shares; 2024Q4: 232,137 shares; 2025Q1: 234,390 shares; 2025Q2: 236,956 shares; 2025Q3: 236,826 shares; 2025Q4: 236,827 shares; 2026Q1: 244,488 shares; 2026Q2: 188,195 shares 188,195 $11.9M 0.66% -56,293 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: 6,918 shares; 2024Q4: 28,637 shares; 2025Q1: 3,032 shares; 2025Q2: 29,629 shares; 2025Q3: 29,904 shares; 2025Q4: 29,726 shares; 2026Q1: 26,379 shares; 2026Q2: 25,467 shares 25,467 $10.9M 0.6% -912 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: 15,115 shares; 2024Q4: 15,113 shares; 2025Q1: 15,853 shares; 2025Q2: 15,700 shares; 2025Q3: 15,728 shares; 2025Q4: 15,566 shares; 2026Q1: 14,992 shares; 2026Q2: 14,941 shares 14,941 $10.7M 0.59% -51 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: 52,173 shares; 2024Q4: 53,376 shares; 2025Q1: 56,779 shares; 2025Q2: 59,687 shares; 2025Q3: 59,974 shares; 2025Q4: 58,463 shares; 2026Q1: 59,108 shares; 2026Q2: 62,674 shares 62,674 $10.4M 0.58% +3,566 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: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 1,699 shares; 2025Q2: 31,804 shares; 2025Q3: 29,584 shares; 2025Q4: 28,439 shares; 2026Q1: 27,963 shares; 2026Q2: 28,497 shares 28,497 $10.3M 0.57% +534 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: 110,903 shares; 2024Q4: 116,157 shares; 2025Q1: 121,642 shares; 2025Q2: 123,186 shares; 2025Q3: 121,631 shares; 2025Q4: 120,575 shares; 2026Q1: 118,544 shares; 2026Q2: 118,583 shares 118,583 $9.64M 0.54% +39 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: 45,226 shares; 2024Q4: 45,226 shares; 2025Q1: 45,226 shares; 2025Q2: 178,742 shares; 2025Q3: 158,326 shares; 2025Q4: 151,371 shares; 2026Q1: 149,130 shares; 2026Q2: 139,691 shares 139,691 $9.56M 0.53% -9,439 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,690 shares; 2024Q4: 140,124 shares; 2025Q1: 143,972 shares; 2025Q2: 149,619 shares; 2025Q3: 136,704 shares; 2025Q4: 141,454 shares; 2026Q1: 147,321 shares; 2026Q2: 153,570 shares 153,570 $9.55M 0.53% +6,249 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: 65,892 shares; 2024Q4: 62,640 shares; 2025Q1: 64,555 shares; 2025Q2: 65,584 shares; 2025Q3: 63,630 shares; 2025Q4: 60,313 shares; 2026Q1: 59,592 shares; 2026Q2: 61,005 shares 61,005 $8.94M 0.5% +1,413 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: 19,688 shares; 2024Q4: 19,643 shares; 2025Q1: 19,924 shares; 2025Q2: 20,150 shares; 2025Q3: 20,265 shares; 2025Q4: 19,814 shares; 2026Q1: 8,339 shares; 2026Q2: 8,312 shares 8,312 $8.85M 0.49% -27 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 339,436 shares; 2026Q1: 12,377 shares; 2026Q2: 739,616 shares 739,616 $8.79M 0.49% +727,239 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: 16,911 shares; 2024Q4: 16,989 shares; 2025Q1: 16,989 shares; 2025Q2: 18,352 shares; 2025Q3: 20,525 shares; 2025Q4: 21,449 shares; 2026Q1: 23,404 shares; 2026Q2: 24,887 shares 24,887 $8.79M 0.49% +1,483 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: 15,406 shares; 2024Q4: 15,881 shares; 2025Q1: 16,685 shares; 2025Q2: 17,037 shares; 2025Q3: 17,213 shares; 2025Q4: 16,655 shares; 2026Q1: 16,760 shares; 2026Q2: 16,902 shares 16,902 $8.77M 0.49% +142 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: 52,408 shares; 2024Q4: 53,200 shares; 2025Q1: 55,366 shares; 2025Q2: 55,033 shares; 2025Q3: 55,603 shares; 2025Q4: 55,914 shares; 2026Q1: 55,176 shares; 2026Q2: 55,920 shares 55,920 $8.47M 0.47% +744 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,947 shares; 2024Q4: 152,021 shares; 2025Q1: 137,636 shares; 2025Q2: 143,260 shares; 2025Q3: 143,004 shares; 2025Q4: 146,693 shares; 2026Q1: 150,243 shares; 2026Q2: 163,257 shares 163,257 $8.33M 0.46% +13,014 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: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,199 shares; 2025Q2: 1,303 shares; 2025Q3: 2,452 shares; 2025Q4: 2,382 shares; 2026Q1: 2,507 shares; 2026Q2: 19,889 shares 19,889 $8.27M 0.46% +17,382 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: 37,315 shares; 2024Q4: 36,183 shares; 2025Q1: 36,718 shares; 2025Q2: 36,369 shares; 2025Q3: 36,112 shares; 2025Q4: 35,121 shares; 2026Q1: 34,329 shares; 2026Q2: 34,079 shares 34,079 $8.1M 0.45% -250 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,976 shares; 2024Q4: 101,976 shares; 2025Q1: 101,976 shares; 2025Q2: 102,169 shares; 2025Q3: 102,021 shares; 2025Q4: 102,174 shares; 2026Q1: 102,148 shares; 2026Q2: 102,534 shares 102,534 $8.07M 0.45% +386 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,084 shares; 2025Q1: 8,188 shares; 2025Q2: 8,282 shares; 2025Q3: 8,342 shares; 2025Q4: 8,289 shares; 2026Q1: 8,327 shares; 2026Q2: 8,382 shares 8,382 $8.06M 0.45% +55 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: 48,914 shares; 2024Q4: 50,263 shares; 2025Q1: 52,757 shares; 2025Q2: 54,483 shares; 2025Q3: 55,290 shares; 2025Q4: 52,343 shares; 2026Q1: 54,376 shares; 2026Q2: 53,945 shares 53,945 $7.91M 0.44% -431 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: 131,024 shares; 2024Q4: 136,122 shares; 2025Q1: 144,312 shares; 2025Q2: 152,622 shares; 2025Q3: 154,702 shares; 2025Q4: 160,395 shares; 2026Q1: 163,828 shares; 2026Q2: 169,200 shares 169,200 $7.7M 0.43% +5,372 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: 6,321 shares; 2024Q4: 6,486 shares; 2025Q1: 6,829 shares; 2025Q2: 7,054 shares; 2025Q3: 6,802 shares; 2025Q4: 6,514 shares; 2026Q1: 6,652 shares; 2026Q2: 6,780 shares 6,780 $7.07M 0.39% +128 Timeline QGRO 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: 48,496 shares; 2024Q4: 48,901 shares; 2025Q1: 50,378 shares; 2025Q2: 52,122 shares; 2025Q3: 54,232 shares; 2025Q4: 54,729 shares; 2026Q1: 56,735 shares; 2026Q2: 58,509 shares 58,509 $6.91M 0.38% +1,774 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,638 shares; 2025Q3: 3,401 shares; 2025Q4: 4,210 shares; 2026Q1: 28,104 shares; 2026Q2: 27,810 shares 27,810 $6.85M 0.38% -294 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,053 shares; 2025Q3: 4,989 shares; 2025Q4: 4,830 shares; 2026Q1: 4,804 shares; 2026Q2: 4,761 shares 4,761 $6.58M 0.37% -43 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 463 shares; 2026Q1: 471 shares; 2026Q2: 12,308 shares 12,308 $6.44M 0.36% +11,837 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: 72,005 shares; 2024Q4: 68,837 shares; 2025Q1: 73,633 shares; 2025Q2: 75,936 shares; 2025Q3: 79,151 shares; 2025Q4: 76,628 shares; 2026Q1: 67,635 shares; 2026Q2: 45,501 shares 45,501 $6.35M 0.35% -22,134 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: 3,002 shares; 2024Q4: 3,002 shares; 2025Q1: 4,690 shares; 2025Q2: 4,735 shares; 2025Q3: 4,721 shares; 2025Q4: 4,868 shares; 2026Q1: 4,874 shares; 2026Q2: 28,723 shares 28,723 $6.34M 0.35% +23,849 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: 16,425 shares; 2024Q4: 16,443 shares; 2025Q1: 16,490 shares; 2025Q2: 16,996 shares; 2025Q3: 17,435 shares; 2025Q4: 17,041 shares; 2026Q1: 16,837 shares; 2026Q2: 17,876 shares 17,876 $6.3M 0.35% +1,039 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: 86,000 shares; 2024Q4: 86,000 shares; 2025Q1: 88,929 shares; 2025Q2: 90,359 shares; 2025Q3: 91,974 shares; 2025Q4: 96,705 shares; 2026Q1: 97,288 shares; 2026Q2: 99,399 shares 99,399 $6.25M 0.35% +2,111 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: 66,026 shares; 2024Q4: 68,187 shares; 2025Q1: 70,491 shares; 2025Q2: 71,626 shares; 2025Q3: 70,932 shares; 2025Q4: 69,385 shares; 2026Q1: 67,417 shares; 2026Q2: 68,624 shares 68,624 $6.23M 0.35% +1,207 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,913 shares; 2024Q4: 32,215 shares; 2025Q1: 33,259 shares; 2025Q2: 33,521 shares; 2025Q3: 33,032 shares; 2025Q4: 32,132 shares; 2026Q1: 31,297 shares; 2026Q2: 31,110 shares 31,110 $6.06M 0.34% -187 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: not reported; 2024Q4: 408,285 shares; 2025Q1: 81,019 shares; 2025Q2: 81,521 shares; 2025Q3: 62,532 shares; 2025Q4: 61,871 shares; 2026Q1: 65,715 shares; 2026Q2: 68,621 shares 68,621 $6.03M 0.33% +2,906 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,115 shares; 2024Q4: 32,261 shares; 2025Q1: 35,067 shares; 2025Q2: 35,946 shares; 2025Q3: 35,452 shares; 2025Q4: 35,010 shares; 2026Q1: 34,130 shares; 2026Q2: 33,543 shares 33,543 $5.99M 0.33% -587 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: 20,820 shares; 2024Q4: 21,270 shares; 2025Q1: 22,355 shares; 2025Q2: 22,633 shares; 2025Q3: 22,395 shares; 2025Q4: 22,331 shares; 2026Q1: 21,937 shares; 2026Q2: 21,964 shares 21,964 $5.94M 0.33% +27 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,408 shares; 2025Q4: 3,536 shares; 2026Q1: 4,309 shares; 2026Q2: 5,107 shares 5,107 $5.9M 0.33% +798 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: 71,034 shares; 2024Q4: 61,014 shares; 2025Q1: 63,037 shares; 2025Q2: 61,570 shares; 2025Q3: 62,239 shares; 2025Q4: 53,779 shares; 2026Q1: 53,729 shares; 2026Q2: 53,610 shares 53,610 $5.74M 0.32% -119 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157,083 shares; 2025Q2: 157,759 shares; 2025Q3: 154,012 shares; 2025Q4: 152,314 shares; 2026Q1: 150,634 shares; 2026Q2: 147,186 shares 147,186 $5.67M 0.31% -3,448 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,769 shares; 2024Q4: 125,717 shares; 2025Q1: 127,402 shares; 2025Q2: 140,310 shares; 2025Q3: 137,685 shares; 2025Q4: 138,808 shares; 2026Q1: 145,688 shares; 2026Q2: 186,339 shares 186,339 $5.59M 0.31% +40,651 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,477 shares; 2024Q4: 59,308 shares; 2025Q1: 61,050 shares; 2025Q2: 63,036 shares; 2025Q3: 59,541 shares; 2025Q4: 57,726 shares; 2026Q1: 56,361 shares; 2026Q2: 46,437 shares 46,437 $5.24M 0.29% -9,924 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,375 shares; 2024Q4: 129,375 shares; 2025Q1: 129,375 shares; 2025Q2: 129,375 shares; 2025Q3: 129,375 shares; 2025Q4: 128,500 shares; 2026Q1: 128,500 shares; 2026Q2: 128,500 shares 128,500 $5.23M 0.29% 0 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: 5,331 shares; 2024Q4: 5,315 shares; 2025Q1: 5,470 shares; 2025Q2: 5,393 shares; 2025Q3: 5,187 shares; 2025Q4: 5,158 shares; 2026Q1: 4,566 shares; 2026Q2: 5,490 shares 5,490 $5.14M 0.29% +924 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: 56,834 shares; 2024Q4: 56,834 shares; 2025Q1: 56,916 shares; 2025Q2: 57,047 shares; 2025Q3: 57,358 shares; 2025Q4: 57,753 shares; 2026Q1: 57,838 shares; 2026Q2: 61,395 shares 61,395 $5.07M 0.28% +3,557 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: 78,580 shares; 2024Q4: 78,180 shares; 2025Q1: 78,448 shares; 2025Q2: 79,480 shares; 2025Q3: 83,549 shares; 2025Q4: 84,386 shares; 2026Q1: 84,632 shares; 2026Q2: 86,285 shares 86,285 $4.92M 0.27% +1,653 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: 2,859 shares; 2024Q4: 2,939 shares; 2025Q1: 6,822 shares; 2025Q2: 7,414 shares; 2025Q3: 9,195 shares; 2025Q4: 9,550 shares; 2026Q1: 9,620 shares; 2026Q2: 11,554 shares 11,554 $4.86M 0.27% +1,934 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,417 shares; 2024Q4: 25,938 shares; 2025Q1: 27,583 shares; 2025Q2: 27,892 shares; 2025Q3: 28,030 shares; 2025Q4: 28,480 shares; 2026Q1: 29,893 shares; 2026Q2: 28,899 shares 28,899 $4.82M 0.27% -994 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: 85,053 shares; 2024Q4: 86,354 shares; 2025Q1: 88,318 shares; 2025Q2: 88,830 shares; 2025Q3: 88,381 shares; 2025Q4: 87,667 shares; 2026Q1: 85,328 shares; 2026Q2: 84,676 shares 84,676 $4.7M 0.26% -652 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: 7,122 shares; 2024Q4: 7,122 shares; 2025Q1: 7,122 shares; 2025Q2: 7,127 shares; 2025Q3: 7,140 shares; 2025Q4: 7,123 shares; 2026Q1: 7,186 shares; 2026Q2: 7,148 shares 7,148 $4.53M 0.25% -38 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,952 shares; 2024Q4: 46,952 shares; 2025Q1: 47,862 shares; 2025Q2: 47,884 shares; 2025Q3: 48,102 shares; 2025Q4: 48,300 shares; 2026Q1: 48,156 shares; 2026Q2: 48,789 shares 48,789 $4.52M 0.25% +633 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: 4,987 shares; 2024Q4: 4,987 shares; 2025Q1: 5,532 shares; 2025Q2: 5,664 shares; 2025Q3: 6,862 shares; 2025Q4: 7,797 shares; 2026Q1: 7,746 shares; 2026Q2: 8,899 shares 8,899 $4.45M 0.25% +1,153 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,866 shares; 2024Q4: 13,866 shares; 2025Q1: 13,908 shares; 2025Q2: 15,121 shares; 2025Q3: 15,189 shares; 2025Q4: 15,446 shares; 2026Q1: 16,085 shares; 2026Q2: 16,155 shares 16,155 $4.32M 0.24% +70 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,750 shares; 2024Q4: 69,265 shares; 2025Q1: 71,401 shares; 2025Q2: 71,297 shares; 2025Q3: 70,774 shares; 2025Q4: 70,506 shares; 2026Q1: 69,093 shares; 2026Q2: 69,172 shares 69,172 $4.29M 0.24% +79 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: 631 shares; 2024Q4: 12,925 shares; 2025Q1: 10,079 shares; 2025Q2: 8,682 shares; 2025Q3: 6,921 shares; 2025Q4: 6,483 shares; 2026Q1: 6,023 shares; 2026Q2: 5,299 shares 5,299 $3.96M 0.22% -724 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: 24,232 shares; 2024Q4: 24,232 shares; 2025Q1: 20,134 shares; 2025Q2: 21,997 shares; 2025Q3: 26,610 shares; 2025Q4: 30,098 shares; 2026Q1: 30,063 shares; 2026Q2: 30,676 shares 30,676 $3.94M 0.22% +613 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: 14,497 shares; 2024Q4: 14,481 shares; 2025Q1: 15,606 shares; 2025Q2: 15,647 shares; 2025Q3: 16,515 shares; 2025Q4: 16,618 shares; 2026Q1: 16,187 shares; 2026Q2: 15,052 shares 15,052 $3.79M 0.21% -1,135 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: 19,997 shares; 2024Q4: 19,997 shares; 2025Q1: 15,801 shares; 2025Q2: 16,345 shares; 2025Q3: 15,977 shares; 2025Q4: 16,747 shares; 2026Q1: 16,868 shares; 2026Q2: 17,649 shares 17,649 $3.76M 0.21% +781 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: 9,601 shares; 2024Q4: 9,470 shares; 2025Q1: 9,154 shares; 2025Q2: 9,087 shares; 2025Q3: 8,976 shares; 2025Q4: 9,454 shares; 2026Q1: 9,438 shares; 2026Q2: 9,358 shares 9,358 $3.45M 0.19% -80 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: 1,168 shares; 2025Q1: 1,435 shares; 2025Q2: 1,272 shares; 2025Q3: 1,928 shares; 2025Q4: 2,403 shares; 2026Q1: 2,752 shares; 2026Q2: 2,856 shares 2,856 $3.43M 0.19% +104 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: 3,220 shares; 2024Q4: 3,244 shares; 2025Q1: 3,937 shares; 2025Q2: 4,125 shares; 2025Q3: 5,172 shares; 2025Q4: 4,818 shares; 2026Q1: 5,338 shares; 2026Q2: 5,942 shares 5,942 $3.35M 0.19% +604 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: 52,964 shares; 2024Q4: 52,964 shares; 2025Q1: 53,757 shares; 2025Q2: 53,194 shares; 2025Q3: 53,412 shares; 2025Q4: 57,649 shares; 2026Q1: 54,191 shares; 2026Q2: 54,287 shares 54,287 $3.28M 0.18% +96 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: 11,396 shares; 2024Q4: 11,396 shares; 2025Q1: 11,496 shares; 2025Q2: 11,423 shares; 2025Q3: 11,556 shares; 2025Q4: 11,708 shares; 2026Q1: 11,753 shares; 2026Q2: 11,854 shares 11,854 $3.22M 0.18% +101 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: 30,892 shares; 2024Q4: 30,892 shares; 2025Q1: 30,582 shares; 2025Q2: 30,582 shares; 2025Q3: 32,722 shares; 2025Q4: 34,616 shares; 2026Q1: 34,479 shares; 2026Q2: 36,902 shares 36,902 $3.06M 0.17% +2,423 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,406 shares; 2025Q4: 69,451 shares; 2026Q1: 70,587 shares; 2026Q2: 71,771 shares 71,771 $3.04M 0.17% +1,184 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 9,614 shares; 2026Q2: 8,876 shares 8,876 $3M 0.17% -738 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: 10,688 shares; 2024Q4: 10,276 shares; 2025Q1: 10,256 shares; 2025Q2: 10,256 shares; 2025Q3: 10,293 shares; 2025Q4: 10,530 shares; 2026Q1: 11,973 shares; 2026Q2: 13,113 shares 13,113 $2.84M 0.16% +1,140 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,485 shares; 2025Q3: 3,479 shares; 2025Q4: 3,572 shares; 2026Q1: 3,725 shares; 2026Q2: 3,831 shares 3,831 $2.77M 0.15% +106 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,458 shares; 2024Q4: 8,458 shares; 2025Q1: 8,458 shares; 2025Q2: 8,502 shares; 2025Q3: 8,728 shares; 2025Q4: 8,850 shares; 2026Q1: 8,956 shares; 2026Q2: 9,715 shares 9,715 $2.73M 0.15% +759 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: 7,584 shares; 2024Q4: 7,584 shares; 2025Q1: 9,396 shares; 2025Q2: 9,314 shares; 2025Q3: 9,976 shares; 2025Q4: 10,116 shares; 2026Q1: 10,544 shares; 2026Q2: 10,739 shares 10,739 $2.73M 0.15% +195 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,014 shares; 2024Q4: 71,198 shares; 2025Q1: 77,682 shares; 2025Q2: 76,478 shares; 2025Q3: 87,306 shares; 2025Q4: 89,381 shares; 2026Q1: 93,204 shares; 2026Q2: 95,864 shares 95,864 $2.61M 0.14% +2,660 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,891 shares; 2024Q4: 22,891 shares; 2025Q1: 22,891 shares; 2025Q2: 22,967 shares; 2025Q3: 23,176 shares; 2025Q4: 23,591 shares; 2026Q1: 23,736 shares; 2026Q2: 24,076 shares 24,076 $2.58M 0.14% +340 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: 4,310 shares; 2024Q4: 4,243 shares; 2025Q1: 5,627 shares; 2025Q2: 6,880 shares; 2025Q3: 6,307 shares; 2025Q4: 6,541 shares; 2026Q1: 7,183 shares; 2026Q2: 7,612 shares 7,612 $2.55M 0.14% +429 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: 14,892 shares; 2026Q1: 15,434 shares; 2026Q2: 15,479 shares 15,479 $2.53M 0.14% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 686 shares; 2025Q4: 1,131 shares; 2026Q1: 1,153 shares; 2026Q2: 1,270 shares 1,270 $2.52M 0.14% +117 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: 28,196 shares; 2024Q4: 28,196 shares; 2025Q1: 28,196 shares; 2025Q2: 28,240 shares; 2025Q3: 28,322 shares; 2025Q4: 29,492 shares; 2026Q1: 29,666 shares; 2026Q2: 29,666 shares 29,666 $2.51M 0.14% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,052 shares; 2024Q4: 11,202 shares; 2025Q1: 11,271 shares; 2025Q2: 9,928 shares; 2025Q3: 10,571 shares; 2025Q4: 10,613 shares; 2026Q1: 10,676 shares; 2026Q2: 11,897 shares 11,897 $2.49M 0.14% +1,221 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: 9,281 shares; 2024Q4: 9,236 shares; 2025Q1: 9,503 shares; 2025Q2: 9,994 shares; 2025Q3: 11,358 shares; 2025Q4: 13,043 shares; 2026Q1: 12,831 shares; 2026Q2: 14,333 shares 14,333 $2.42M 0.13% +1,502 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: 32,087 shares; 2024Q4: 32,087 shares; 2025Q1: 31,735 shares; 2025Q2: 32,313 shares; 2025Q3: 32,974 shares; 2025Q4: 32,433 shares; 2026Q1: 32,579 shares; 2026Q2: 32,557 shares 32,557 $2.42M 0.13% -22 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: 3,520 shares; 2024Q4: 7,122 shares; 2025Q1: 8,353 shares; 2025Q2: 6,957 shares; 2025Q3: 7,449 shares; 2025Q4: 8,720 shares; 2026Q1: 6,868 shares; 2026Q2: 6,866 shares 6,866 $2.34M 0.13% -2 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: 2,909 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 18,684 shares; 2026Q1: 3,273 shares; 2026Q2: 3,390 shares 3,390 $2.33M 0.13% +117 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,515 shares; 2024Q4: 13,325 shares; 2025Q1: 13,337 shares; 2025Q2: 13,913 shares; 2025Q3: 13,943 shares; 2025Q4: 14,159 shares; 2026Q1: 14,161 shares; 2026Q2: 14,246 shares 14,246 $2.31M 0.13% +85 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 906 shares; 2025Q3: 1,216 shares; 2025Q4: 1,552 shares; 2026Q1: 1,727 shares; 2026Q2: 1,919 shares 1,919 $2.25M 0.13% +192 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: 2,089 shares; 2024Q4: 2,084 shares; 2025Q1: 4,341 shares; 2025Q2: 4,372 shares; 2025Q3: 5,005 shares; 2025Q4: 5,155 shares; 2026Q1: 5,854 shares; 2026Q2: 6,025 shares 6,025 $2.25M 0.13% +171 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: 2,617 shares; 2024Q4: 2,617 shares; 2025Q1: 2,874 shares; 2025Q2: 2,993 shares; 2025Q3: 2,847 shares; 2025Q4: 4,119 shares; 2026Q1: 4,210 shares; 2026Q2: 4,365 shares 4,365 $2.22M 0.12% +155 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: 1,798 shares; 2024Q4: not reported; 2025Q1: 2,551 shares; 2025Q2: 1,528 shares; 2025Q3: 1,719 shares; 2025Q4: 2,320 shares; 2026Q1: 2,675 shares; 2026Q2: 3,796 shares 3,796 $2.21M 0.12% +1,121 Timeline JIRE 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: 1,008,717 shares; 2024Q4: 635,514 shares; 2025Q1: 26,773 shares; 2025Q2: 26,473 shares; 2025Q3: 26,473 shares; 2025Q4: 26,473 shares; 2026Q1: 26,473 shares; 2026Q2: 26,473 shares 26,473 $2.18M 0.12% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,873 shares; 2024Q4: 7,673 shares; 2025Q1: 11,600 shares; 2025Q2: 11,105 shares; 2025Q3: 8,314 shares; 2025Q4: 11,837 shares; 2026Q1: 13,721 shares; 2026Q2: 13,957 shares 13,957 $2.14M 0.12% +236 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: 17,802 shares; 2024Q4: 17,572 shares; 2025Q1: 19,751 shares; 2025Q2: 19,498 shares; 2025Q3: 21,821 shares; 2025Q4: 21,000 shares; 2026Q1: 19,865 shares; 2026Q2: 18,331 shares 18,331 $2.14M 0.12% -1,534 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,591 shares; 2026Q1: 29,213 shares; 2026Q2: 29,186 shares 29,186 $2.08M 0.12% -27 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: 25,928 shares; 2024Q4: 21,895 shares; 2025Q1: 21,895 shares; 2025Q2: 21,895 shares; 2025Q3: 18,699 shares; 2025Q4: 12,854 shares; 2026Q1: 12,854 shares; 2026Q2: 12,871 shares 12,871 $2.04M 0.11% +17 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,229 shares; 2025Q4: 61,815 shares; 2026Q1: 62,193 shares; 2026Q2: 51,560 shares 51,560 $2M 0.11% -10,633 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,893 shares; 2024Q4: 24,893 shares; 2025Q1: 24,893 shares; 2025Q2: 24,893 shares; 2025Q3: 24,893 shares; 2025Q4: 24,893 shares; 2026Q1: 24,893 shares; 2026Q2: 24,893 shares 24,893 $1.92M 0.11% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,302 shares; 2026Q1: 2,456 shares; 2026Q2: 2,938 shares 2,938 $1.88M 0.1% +482 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: 14,743 shares; 2024Q4: 14,743 shares; 2025Q1: 14,743 shares; 2025Q2: 14,757 shares; 2025Q3: 14,830 shares; 2025Q4: 14,789 shares; 2026Q1: 14,844 shares; 2026Q2: 14,810 shares 14,810 $1.87M 0.1% -34 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,767 shares; 2024Q4: 51,773 shares; 2025Q1: 67,094 shares; 2025Q2: 37,975 shares; 2025Q3: 65,245 shares; 2025Q4: 62,697 shares; 2026Q1: 67,732 shares; 2026Q2: 68,127 shares 68,127 $1.86M 0.1% +395 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,786 shares; 2025Q4: 1,987 shares; 2026Q1: 1,496 shares; 2026Q2: 802 shares 802 $1.82M 0.1% -694 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: 11,101 shares; 2024Q4: 11,101 shares; 2025Q1: 10,967 shares; 2025Q2: 11,001 shares; 2025Q3: 10,865 shares; 2025Q4: 10,935 shares; 2026Q1: 15,169 shares; 2026Q2: 15,128 shares 15,128 $1.78M 0.1% -41 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,996 shares; 2025Q2: not reported; 2025Q3: 9,379 shares; 2025Q4: 32,967 shares; 2026Q1: 29,103 shares; 2026Q2: 27,011 shares 27,011 $1.73M 0.1% -2,092 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: 5,144 shares; 2025Q1: 9,196 shares; 2025Q2: 8,225 shares; 2025Q3: 9,082 shares; 2025Q4: 11,161 shares; 2026Q1: 10,548 shares; 2026Q2: 9,837 shares 9,837 $1.67M 0.09% -711 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: 6,777 shares; 2025Q3: 8,057 shares; 2025Q4: 17,515 shares; 2026Q1: 21,291 shares; 2026Q2: 22,418 shares 22,418 $1.67M 0.09% +1,127 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,904 shares; 2025Q1: 3,423 shares; 2025Q2: 3,562 shares; 2025Q3: 8,105 shares; 2025Q4: 14,019 shares; 2026Q1: 18,368 shares; 2026Q2: 14,658 shares 14,658 $1.66M 0.09% -3,710 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: 5,024 shares; 2024Q4: 5,024 shares; 2025Q1: 5,958 shares; 2025Q2: 6,303 shares; 2025Q3: 7,695 shares; 2025Q4: 26,871 shares; 2026Q1: 29,189 shares; 2026Q2: 28,719 shares 28,719 $1.65M 0.09% -470 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,338 shares; 2025Q2: not reported; 2025Q3: 37,227 shares; 2025Q4: 77,712 shares; 2026Q1: 82,678 shares; 2026Q2: 97,381 shares 97,381 $1.64M 0.09% +14,703 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: 8,339 shares; 2024Q4: 2,247 shares; 2025Q1: 2,404 shares; 2025Q2: 3,583 shares; 2025Q3: 3,680 shares; 2025Q4: 3,720 shares; 2026Q1: 3,638 shares; 2026Q2: 3,730 shares 3,730 $1.61M 0.09% +92 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: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 2,111 shares; 2025Q2: 2,159 shares; 2025Q3: 2,442 shares; 2025Q4: 3,300 shares; 2026Q1: 3,616 shares; 2026Q2: 4,644 shares 4,644 $1.59M 0.09% +1,028 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,136 shares; 2024Q4: 11,009 shares; 2025Q1: 10,844 shares; 2025Q2: 7,683 shares; 2025Q3: 9,581 shares; 2025Q4: 10,731 shares; 2026Q1: 10,982 shares; 2026Q2: 11,484 shares 11,484 $1.57M 0.09% +502 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: 29,871 shares; 2024Q4: 30,953 shares; 2025Q1: 33,614 shares; 2025Q2: 34,403 shares; 2025Q3: 34,450 shares; 2025Q4: 33,997 shares; 2026Q1: 32,871 shares; 2026Q2: 6,109 shares 6,109 $1.56M 0.09% -26,762 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,870 shares; 2024Q4: 16,870 shares; 2025Q1: 16,670 shares; 2025Q2: 16,749 shares; 2025Q3: 16,823 shares; 2025Q4: 16,950 shares; 2026Q1: 17,138 shares; 2026Q2: 17,669 shares 17,669 $1.54M 0.09% +531 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 907 shares; 2025Q3: 1,304 shares; 2025Q4: 4,345 shares; 2026Q1: 4,196 shares; 2026Q2: 4,468 shares 4,468 $1.52M 0.08% +272 Timeline AVUS 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: 11,602 shares; 2024Q4: 11,602 shares; 2025Q1: 11,602 shares; 2025Q2: 11,602 shares; 2025Q3: 11,602 shares; 2025Q4: 11,602 shares; 2026Q1: 11,602 shares; 2026Q2: 11,602 shares 11,602 $1.49M 0.08% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,782 shares; 2024Q4: 7,850 shares; 2025Q1: 7,821 shares; 2025Q2: 5,616 shares; 2025Q3: 5,618 shares; 2025Q4: 13,963 shares; 2026Q1: 13,989 shares; 2026Q2: 9,660 shares 9,660 $1.47M 0.08% -4,329 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: 6,054 shares; 2024Q4: 6,054 shares; 2025Q1: 5,379 shares; 2025Q2: 5,431 shares; 2025Q3: 5,792 shares; 2025Q4: 6,492 shares; 2026Q1: 6,784 shares; 2026Q2: 7,709 shares 7,709 $1.46M 0.08% +925 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: 1,960 shares; 2024Q4: 1,660 shares; 2025Q1: 1,756 shares; 2025Q2: 1,767 shares; 2025Q3: 1,881 shares; 2025Q4: 18,110 shares; 2026Q1: 22,937 shares; 2026Q2: 20,190 shares 20,190 $1.44M 0.08% -2,747 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: 1,746 shares; 2024Q4: 1,616 shares; 2025Q1: 1,710 shares; 2025Q2: 1,687 shares; 2025Q3: 1,929 shares; 2025Q4: 1,987 shares; 2026Q1: 1,952 shares; 2026Q2: 1,869 shares 1,869 $1.43M 0.08% -83 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,526 shares; 2024Q4: 28,526 shares; 2025Q1: 29,331 shares; 2025Q2: 30,661 shares; 2025Q3: 30,810 shares; 2025Q4: 31,398 shares; 2026Q1: 31,503 shares; 2026Q2: 10,514 shares 10,514 $1.43M 0.08% -20,989 Timeline FTLS 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: 5,624 shares; 2024Q4: 12,791 shares; 2025Q1: 14,633 shares; 2025Q2: 16,182 shares; 2025Q3: 18,072 shares; 2025Q4: 18,058 shares; 2026Q1: 18,878 shares; 2026Q2: 19,243 shares 19,243 $1.42M 0.08% +365 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,968 shares; 2024Q4: 14,041 shares; 2025Q1: 18,536 shares; 2025Q2: 15,042 shares; 2025Q3: 12,455 shares; 2025Q4: 13,559 shares; 2026Q1: 13,561 shares; 2026Q2: 13,532 shares 13,532 $1.41M 0.08% -29 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,202 shares; 2025Q2: 3,707 shares; 2025Q3: 6,902 shares; 2025Q4: 7,246 shares; 2026Q1: 10,666 shares; 2026Q2: 11,955 shares 11,955 $1.4M 0.08% +1,289 Timeline MDYG 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: 825,383 shares; 2024Q4: 832,560 shares; 2025Q1: 205,398 shares; 2025Q2: 12,258 shares; 2025Q3: 12,140 shares; 2025Q4: 11,956 shares; 2026Q1: 11,943 shares; 2026Q2: 11,943 shares 11,943 $1.34M 0.07% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,702 shares; 2025Q2: 2,903 shares; 2025Q3: 3,716 shares; 2025Q4: 4,757 shares; 2026Q1: 4,628 shares; 2026Q2: 3,771 shares 3,771 $1.34M 0.07% -857 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares; 2026Q2: 3,110 shares 3,110 $1.33M 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,237 shares; 2025Q2: 2,498 shares; 2025Q3: 2,841 shares; 2025Q4: 6,438 shares; 2026Q1: 8,236 shares; 2026Q2: 9,246 shares 9,246 $1.32M 0.07% +1,010 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,464 shares; 2024Q4: 5,464 shares; 2025Q1: 5,840 shares; 2025Q2: 5,895 shares; 2025Q3: 6,318 shares; 2025Q4: 6,050 shares; 2026Q1: 6,036 shares; 2026Q2: 8,651 shares 8,651 $1.32M 0.07% +2,615 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,540 shares; 2024Q4: 40,642 shares; 2025Q1: not reported; 2025Q2: 45,811 shares; 2025Q3: 45,643 shares; 2025Q4: 45,231 shares; 2026Q1: 44,288 shares; 2026Q2: 8,520 shares 8,520 $1.31M 0.07% -35,768 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: 1,179,046 shares; 2024Q4: 1,198,981 shares; 2025Q1: 1,180,947 shares; 2025Q2: 1,183,161 shares; 2025Q3: 1,184,203 shares; 2025Q4: 1,190,389 shares; 2026Q1: 13,940 shares; 2026Q2: 13,932 shares 13,932 $1.3M 0.07% -8 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 5,878 shares; 2026Q1: 6,973 shares; 2026Q2: 17,969 shares 17,969 $1.3M 0.07% +10,996 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: 13,800 shares; 2024Q4: 14,078 shares; 2025Q1: 13,487 shares; 2025Q2: 13,524 shares; 2025Q3: 13,831 shares; 2025Q4: 12,479 shares; 2026Q1: 12,463 shares; 2026Q2: 12,254 shares 12,254 $1.25M 0.07% -209 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 7,648 shares; 2025Q2: 6,375 shares; 2025Q3: 6,350 shares; 2025Q4: 8,021 shares; 2026Q1: 7,801 shares; 2026Q2: 8,830 shares 8,830 $1.24M 0.07% +1,029 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: 11,639 shares; 2024Q4: 11,670 shares; 2025Q1: 11,222 shares; 2025Q2: 11,222 shares; 2025Q3: 11,438 shares; 2025Q4: 22,876 shares; 2026Q1: 22,860 shares; 2026Q2: 22,860 shares 22,860 $1.21M 0.07% 0 Timeline PID 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: 74,103 shares; 2024Q4: 66,069 shares; 2025Q1: 64,270 shares; 2025Q2: 63,232 shares; 2025Q3: 63,088 shares; 2025Q4: 54,325 shares; 2026Q1: 54,594 shares; 2026Q2: 54,658 shares 54,658 $1.21M 0.07% +64 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,023 shares; 2025Q4: 2,422 shares; 2026Q1: 2,712 shares; 2026Q2: 2,790 shares 2,790 $1.21M 0.07% +78 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,682 shares; 2025Q4: 3,574 shares; 2026Q1: 3,758 shares; 2026Q2: 4,136 shares 4,136 $1.2M 0.07% +378 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: 6,236 shares; 2024Q4: 6,236 shares; 2025Q1: 6,236 shares; 2025Q2: 6,302 shares; 2025Q3: 7,502 shares; 2025Q4: 7,528 shares; 2026Q1: 8,039 shares; 2026Q2: 8,378 shares 8,378 $1.15M 0.06% +339 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: 5,964 shares; 2024Q4: 6,099 shares; 2025Q1: 7,527 shares; 2025Q2: 6,711 shares; 2025Q3: 6,812 shares; 2025Q4: 7,169 shares; 2026Q1: 6,846 shares; 2026Q2: 7,021 shares 7,021 $1.14M 0.06% +175 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 1,019 shares; 2026Q2: 1,163 shares 1,163 $1.12M 0.06% +144 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,063 shares; 2025Q2: 5,568 shares; 2025Q3: 6,074 shares; 2025Q4: 6,184 shares; 2026Q1: 6,682 shares; 2026Q2: 6,312 shares 6,312 $1.11M 0.06% -370 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: 7,810 shares; 2024Q4: 7,810 shares; 2025Q1: 7,810 shares; 2025Q2: 7,810 shares; 2025Q3: 8,180 shares; 2025Q4: 8,180 shares; 2026Q1: 8,180 shares; 2026Q2: 10,380 shares 10,380 $1.08M 0.06% +2,200 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,309 shares; 2026Q1: 10,298 shares; 2026Q2: 10,298 shares 10,298 $1.06M 0.06% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,408 shares; 2026Q1: 2,000 shares; 2026Q2: 2,171 shares 2,171 $1.05M 0.06% +171 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,921 shares; 2025Q2: 8,073 shares; 2025Q3: 10,128 shares; 2025Q4: 10,303 shares; 2026Q1: 11,934 shares; 2026Q2: 13,481 shares 13,481 $1.04M 0.06% +1,547 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,886 shares; 2025Q3: 4,580 shares; 2025Q4: 6,112 shares; 2026Q1: 5,618 shares; 2026Q2: 5,782 shares 5,782 $1.02M 0.06% +164 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,217 shares; 2025Q3: 8,653 shares; 2025Q4: 9,562 shares; 2026Q1: 10,358 shares; 2026Q2: 10,823 shares 10,823 $1.01M 0.06% +465 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: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 3,988 shares; 2025Q2: 4,288 shares; 2025Q3: 4,607 shares; 2025Q4: 4,974 shares; 2026Q1: 5,439 shares; 2026Q2: 5,554 shares 5,554 $1M 0.06% +115 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,837 shares; 2025Q3: 9,366 shares; 2025Q4: 13,604 shares; 2026Q1: 14,790 shares; 2026Q2: 15,070 shares 15,070 $999K 0.06% +280 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,271 shares; 2024Q4: 24,527 shares; 2025Q1: 24,980 shares; 2025Q2: 24,882 shares; 2025Q3: 24,765 shares; 2025Q4: 24,580 shares; 2026Q1: 4,172 shares; 2026Q2: 4,647 shares 4,647 $990K 0.05% +475 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,540 shares; 2024Q4: 17,540 shares; 2025Q1: 18,231 shares; 2025Q2: 17,564 shares; 2025Q3: 17,664 shares; 2025Q4: 21,707 shares; 2026Q1: 21,480 shares; 2026Q2: 21,080 shares 21,080 $980K 0.05% -400 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: 24,132 shares; 2024Q4: 24,132 shares; 2025Q1: 24,133 shares; 2025Q2: 24,591 shares; 2025Q3: 28,476 shares; 2025Q4: 27,223 shares; 2026Q1: 28,952 shares; 2026Q2: 30,211 shares 30,211 $966K 0.05% +1,259 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,214 shares; 2024Q4: 12,260 shares; 2025Q1: 13,125 shares; 2025Q2: 14,858 shares; 2025Q3: 15,769 shares; 2025Q4: 15,769 shares; 2026Q1: 18,637 shares; 2026Q2: 18,656 shares 18,656 $957K 0.05% +19 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: 618 shares; 2024Q4: 607 shares; 2025Q1: 1,174 shares; 2025Q2: 1,191 shares; 2025Q3: 1,198 shares; 2025Q4: 1,322 shares; 2026Q1: 1,337 shares; 2026Q2: 1,258 shares 1,258 $951K 0.05% -79 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,108 shares; 2024Q4: 8,216 shares; 2025Q1: 8,216 shares; 2025Q2: 8,272 shares; 2025Q3: 8,281 shares; 2025Q4: 8,245 shares; 2026Q1: 8,257 shares; 2026Q2: 8,261 shares 8,261 $949K 0.05% +4 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: 25,930 shares; 2024Q4: 25,930 shares; 2025Q1: 25,930 shares; 2025Q2: 26,003 shares; 2025Q3: 21,222 shares; 2025Q4: 20,825 shares; 2026Q1: 22,025 shares; 2026Q2: 22,393 shares 22,393 $948K 0.05% +368 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,413 shares; 2025Q4: 2,727 shares; 2026Q1: 2,850 shares; 2026Q2: 3,005 shares 3,005 $941K 0.05% +155 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: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,172 shares; 2025Q3: 12,069 shares; 2025Q4: 12,476 shares; 2026Q1: 12,396 shares; 2026Q2: 12,981 shares 12,981 $934K 0.05% +585 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 5,486 shares 5,486 $914K 0.05% new 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: 6,597 shares; 2024Q4: 6,024 shares; 2025Q1: 5,827 shares; 2025Q2: 5,643 shares; 2025Q3: 5,596 shares; 2025Q4: 5,094 shares; 2026Q1: 5,529 shares; 2026Q2: 5,388 shares 5,388 $904K 0.05% -141 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,718 shares 14,718 $903K 0.05% new 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: 5,534 shares; 2024Q4: 5,537 shares; 2025Q1: 5,330 shares; 2025Q2: 5,269 shares; 2025Q3: 5,584 shares; 2025Q4: 5,736 shares; 2026Q1: 6,953 shares; 2026Q2: 5,587 shares 5,587 $875K 0.05% -1,366 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,484 shares; 2024Q4: 11,484 shares; 2025Q1: 12,204 shares; 2025Q2: 12,425 shares; 2025Q3: 13,073 shares; 2025Q4: 13,169 shares; 2026Q1: 12,929 shares; 2026Q2: 12,750 shares 12,750 $871K 0.05% -179 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,411 shares 1,411 $870K 0.05% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: not reported; 2026Q1: 564 shares; 2026Q2: 10,086 shares 10,086 $869K 0.05% +9,522 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,069 shares; 2026Q2: 2,862 shares 2,862 $868K 0.05% +793 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,339 shares; 2024Q4: 6,339 shares; 2025Q1: 7,511 shares; 2025Q2: 6,982 shares; 2025Q3: 7,955 shares; 2025Q4: 10,259 shares; 2026Q1: 9,728 shares; 2026Q2: 9,743 shares 9,743 $865K 0.05% +15 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,038 shares; 2025Q4: 11,242 shares; 2026Q1: 11,201 shares; 2026Q2: 11,074 shares 11,074 $854K 0.05% -127 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: not reported; 2024Q4: not reported; 2025Q1: 2,533 shares; 2025Q2: 2,724 shares; 2025Q3: 2,934 shares; 2025Q4: 3,288 shares; 2026Q1: 3,395 shares; 2026Q2: 3,342 shares 3,342 $851K 0.05% -53 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,938 shares; 2025Q4: 2,976 shares; 2026Q1: 3,220 shares; 2026Q2: 3,324 shares 3,324 $849K 0.05% +104 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 687 shares; 2025Q2: not reported; 2025Q3: 2,094 shares; 2025Q4: not reported; 2026Q1: 2,571 shares; 2026Q2: 3,678 shares 3,678 $841K 0.05% +1,107 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,887 shares; 2026Q2: 9,856 shares 9,856 $824K 0.05% +1,969 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,945 shares; 2026Q2: 6,945 shares 6,945 $813K 0.05% 0 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: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,824 shares; 2025Q2: 3,699 shares; 2025Q3: 3,399 shares; 2025Q4: not reported; 2026Q1: 3,419 shares; 2026Q2: 3,293 shares 3,293 $800K 0.04% -126 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,718 shares; 2025Q2: 3,045 shares; 2025Q3: 6,148 shares; 2025Q4: 7,984 shares; 2026Q1: 6,568 shares; 2026Q2: 5,869 shares 5,869 $795K 0.04% -699 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,767 shares; 2026Q1: 31,314 shares; 2026Q2: 19,669 shares 19,669 $791K 0.04% -11,645 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 2,904 shares; 2025Q4: 4,673 shares; 2026Q1: 3,514 shares; 2026Q2: 3,895 shares 3,895 $781K 0.04% +381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,815 shares; 2026Q1: 5,260 shares; 2026Q2: 5,869 shares 5,869 $767K 0.04% +609 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,275 shares; 2025Q1: 1,901 shares; 2025Q2: 1,852 shares; 2025Q3: 1,994 shares; 2025Q4: 1,987 shares; 2026Q1: 1,985 shares; 2026Q2: 1,992 shares 1,992 $765K 0.04% +7 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,313 shares; 2024Q4: 8,884 shares; 2025Q1: 9,879 shares; 2025Q2: 8,364 shares; 2025Q3: 8,345 shares; 2025Q4: 8,345 shares; 2026Q1: 8,345 shares; 2026Q2: 8,345 shares 8,345 $764K 0.04% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,935 shares; 2025Q2: 3,176 shares; 2025Q3: 3,327 shares; 2025Q4: 3,351 shares; 2026Q1: 3,848 shares; 2026Q2: 5,221 shares 5,221 $763K 0.04% +1,373 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: not reported; 2024Q4: not reported; 2025Q1: 12,327 shares; 2025Q2: 13,786 shares; 2025Q3: 16,610 shares; 2025Q4: 27,777 shares; 2026Q1: not reported; 2026Q2: 30,127 shares 30,127 $761K 0.04% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,699 shares; 2025Q1: 2,614 shares; 2025Q2: 2,181 shares; 2025Q3: 2,283 shares; 2025Q4: 2,304 shares; 2026Q1: 2,280 shares; 2026Q2: 2,896 shares 2,896 $754K 0.04% +616 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: 1,961 shares; 2025Q3: 2,471 shares; 2025Q4: 3,577 shares; 2026Q1: 2,290 shares; 2026Q2: 2,996 shares 2,996 $754K 0.04% +706 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,647 shares 1,647 $735K 0.04% new Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,895 shares; 2025Q4: 2,821 shares; 2026Q1: 2,638 shares; 2026Q2: 2,687 shares 2,687 $729K 0.04% +49 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: 5,620 shares; 2024Q4: 5,620 shares; 2025Q1: 4,895 shares; 2025Q2: 3,993 shares; 2025Q3: 2,554 shares; 2025Q4: 1,476 shares; 2026Q1: 1,684 shares; 2026Q2: 2,442 shares 2,442 $728K 0.04% +758 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 487 shares; 2026Q1: 766 shares; 2026Q2: 869 shares 869 $721K 0.04% +103 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,586 shares; 2026Q1: 6,238 shares; 2026Q2: 6,543 shares 6,543 $703K 0.04% +305 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 5,677 shares; 2026Q1: not reported; 2026Q2: 14,851 shares 14,851 $691K 0.04% new 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: 21,080 shares; 2024Q4: 21,080 shares; 2025Q1: 21,080 shares; 2025Q2: 12,080 shares; 2025Q3: 10,331 shares; 2025Q4: 10,331 shares; 2026Q1: 10,331 shares; 2026Q2: 12,741 shares 12,741 $691K 0.04% +2,410 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,234 shares; 2025Q2: 2,052 shares; 2025Q3: 2,822 shares; 2025Q4: 3,719 shares; 2026Q1: 2,111 shares; 2026Q2: 2,676 shares 2,676 $685K 0.04% +565 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,392 shares; 2025Q1: 2,832 shares; 2025Q2: 3,212 shares; 2025Q3: 3,752 shares; 2025Q4: 3,743 shares; 2026Q1: 3,960 shares; 2026Q2: 4,020 shares 4,020 $684K 0.04% +60 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,177 shares; 2025Q4: not reported; 2026Q1: 2,909 shares; 2026Q2: 2,834 shares 2,834 $677K 0.04% -75 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,019 shares; 2026Q1: 14,019 shares; 2026Q2: 14,019 shares 14,019 $672K 0.04% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,986 shares; 2026Q2: 1,640 shares 1,640 $668K 0.04% -346 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,131 shares; 2025Q1: 1,134 shares; 2025Q2: 1,139 shares; 2025Q3: 1,228 shares; 2025Q4: 1,264 shares; 2026Q1: 1,237 shares; 2026Q2: 1,291 shares 1,291 $665K 0.04% +54 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 1,040 shares; 2025Q4: 1,113 shares; 2026Q1: 1,397 shares; 2026Q2: 2,014 shares 2,014 $665K 0.04% +617 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 932 shares; 2025Q3: 1,280 shares; 2025Q4: 1,291 shares; 2026Q1: 1,246 shares; 2026Q2: 1,283 shares 1,283 $659K 0.04% +37 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: 1,326 shares; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 1,336 shares; 2025Q3: 1,440 shares; 2025Q4: 1,654 shares; 2026Q1: 1,911 shares; 2026Q2: 2,621 shares 2,621 $655K 0.04% +710 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: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,205 shares; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,169 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $640K 0.04% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,562 shares; 2025Q2: not reported; 2025Q3: 4,391 shares; 2025Q4: 5,619 shares; 2026Q1: 5,586 shares; 2026Q2: 5,633 shares 5,633 $639K 0.04% +47 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 494 shares; 2025Q4: 1,183 shares; 2026Q1: 1,194 shares; 2026Q2: 1,022 shares 1,022 $637K 0.04% -172 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,910 shares 7,910 $635K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,347 shares; 2025Q3: 1,339 shares; 2025Q4: 1,260 shares; 2026Q1: 1,126 shares; 2026Q2: 1,286 shares 1,286 $632K 0.04% +160 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,731 shares; 2025Q3: 7,058 shares; 2025Q4: 12,716 shares; 2026Q1: 11,281 shares; 2026Q2: 11,443 shares 11,443 $623K 0.03% +162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,879 shares; 2026Q1: 4,553 shares; 2026Q2: 5,942 shares 5,942 $622K 0.03% +1,389 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: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,367 shares; 2025Q3: 1,414 shares; 2025Q4: 1,428 shares; 2026Q1: 1,479 shares; 2026Q2: 1,491 shares 1,491 $619K 0.03% +12 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 881 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 829 shares; 2026Q1: 835 shares; 2026Q2: 844 shares 844 $608K 0.03% +9 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: 18,052 shares; 2024Q4: 18,452 shares; 2025Q1: 19,375 shares; 2025Q2: 20,166 shares; 2025Q3: 2,463 shares; 2025Q4: 4,129 shares; 2026Q1: 1,365 shares; 2026Q2: 4,864 shares 4,864 $605K 0.03% +3,499 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: 6,475 shares; 2024Q4: 6,475 shares; 2025Q1: 5,450 shares; 2025Q2: 5,562 shares; 2025Q3: 6,120 shares; 2025Q4: 6,781 shares; 2026Q1: 6,672 shares; 2026Q2: 6,809 shares 6,809 $598K 0.03% +137 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,973 shares; 2025Q4: 7,189 shares; 2026Q1: 7,165 shares; 2026Q2: 6,340 shares 6,340 $592K 0.03% -825 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 336,367 shares; 2025Q1: 10,643 shares; 2025Q2: 10,021 shares; 2025Q3: 9,445 shares; 2025Q4: 10,754 shares; 2026Q1: 11,193 shares; 2026Q2: 13,121 shares 13,121 $592K 0.03% +1,928 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 3,589 shares; 2026Q1: 3,589 shares; 2026Q2: 3,589 shares 3,589 $591K 0.03% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 6,682 shares; 2025Q4: 8,807 shares; 2026Q1: 8,770 shares; 2026Q2: 8,793 shares 8,793 $584K 0.03% +23 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,352,904 shares; 2025Q2: 2,352,921 shares; 2025Q3: 2,354,366 shares; 2025Q4: 2,095,216 shares; 2026Q1: 633,660 shares; 2026Q2: 54,385 shares 54,385 $582K 0.03% -579,275 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,770 shares; 2025Q4: 1,966 shares; 2026Q1: 2,363 shares; 2026Q2: 2,236 shares 2,236 $582K 0.03% -127 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $582K 0.03% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,546 shares; 2024Q4: 6,546 shares; 2025Q1: 6,546 shares; 2025Q2: 6,565 shares; 2025Q3: 6,934 shares; 2025Q4: 7,205 shares; 2026Q1: 7,357 shares; 2026Q2: 7,587 shares 7,587 $579K 0.03% +230 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 813 shares 813 $572K 0.03% +3 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,467 shares; 2025Q3: 2,736 shares; 2025Q4: 2,758 shares; 2026Q1: 3,860 shares; 2026Q2: 4,298 shares 4,298 $571K 0.03% +438 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,432 shares; 2025Q4: 3,776 shares; 2026Q1: 3,883 shares; 2026Q2: 3,372 shares 3,372 $568K 0.03% -511 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: not reported; 2025Q3: 1,619 shares; 2025Q4: 2,096 shares; 2026Q1: 2,140 shares; 2026Q2: 2,609 shares 2,609 $564K 0.03% +469 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,340 shares; 2026Q2: 2,361 shares 2,361 $552K 0.03% +21 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 1,208 shares; 2026Q1: 1,246 shares; 2026Q2: 1,382 shares 1,382 $549K 0.03% +136 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,775 shares; 2026Q2: 8,775 shares 8,775 $535K 0.03% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,714 shares; 2025Q3: not reported; 2025Q4: 1,703 shares; 2026Q1: 2,405 shares; 2026Q2: 2,756 shares 2,756 $533K 0.03% +351 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,533 shares; 2026Q1: 6,506 shares; 2026Q2: 7,278 shares 7,278 $532K 0.03% +772 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: 2,136 shares; 2024Q4: 2,136 shares; 2025Q1: 2,224 shares; 2025Q2: 2,370 shares; 2025Q3: 2,894 shares; 2025Q4: 3,787 shares; 2026Q1: 3,820 shares; 2026Q2: 3,915 shares 3,915 $530K 0.03% +95 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 756 shares; 2025Q2: 645 shares; 2025Q3: 655 shares; 2025Q4: 1,414 shares; 2026Q1: 1,483 shares; 2026Q2: 1,143 shares 1,143 $524K 0.03% -340 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,180 shares 5,180 $523K 0.03% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: not reported; 2026Q1: 1,383 shares; 2026Q2: 1,406 shares 1,406 $520K 0.03% +23 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,893 shares; 2025Q2: 2,938 shares; 2025Q3: 5,228 shares; 2025Q4: 5,660 shares; 2026Q1: 11,243 shares; 2026Q2: 10,208 shares 10,208 $520K 0.03% -1,035 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,354 shares; 2024Q4: 10,248 shares; 2025Q1: 9,550 shares; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares; 2026Q1: 8,980 shares; 2026Q2: 8,980 shares 8,980 $518K 0.03% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,190 shares; 2024Q4: 7,896 shares; 2025Q1: 8,448 shares; 2025Q2: 10,097 shares; 2025Q3: 10,237 shares; 2025Q4: 10,233 shares; 2026Q1: 10,571 shares; 2026Q2: 10,580 shares 10,580 $517K 0.03% +9 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 3,704 shares; 2026Q1: 3,931 shares; 2026Q2: 4,183 shares 4,183 $514K 0.03% +252 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,217 shares 3,217 $511K 0.03% new 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: 17,135 shares; 2024Q4: 18,628 shares; 2025Q1: 23,915 shares; 2025Q2: 20,145 shares; 2025Q3: 16,686 shares; 2025Q4: 19,067 shares; 2026Q1: 17,456 shares; 2026Q2: 21,037 shares 21,037 $507K 0.03% +3,581 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: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,501 shares; 2026Q1: 1,501 shares; 2026Q2: 1,671 shares 1,671 $506K 0.03% +170 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,414 shares; 2025Q2: 1,445 shares; 2025Q3: 1,548 shares; 2025Q4: 1,829 shares; 2026Q1: 1,796 shares; 2026Q2: 2,265 shares 2,265 $505K 0.03% +469 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,133 shares; 2025Q4: 4,453 shares; 2026Q1: 4,608 shares; 2026Q2: 4,384 shares 4,384 $505K 0.03% -224 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,530 shares; 2025Q1: 2,640 shares; 2025Q2: 3,947 shares; 2025Q3: 3,967 shares; 2025Q4: 3,969 shares; 2026Q1: 4,295 shares; 2026Q2: 4,302 shares 4,302 $504K 0.03% +7 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: 1,352 shares; 2024Q4: 1,455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares; 2026Q1: 1,526 shares; 2026Q2: 3,076 shares 3,076 $503K 0.03% +1,550 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,053 shares; 2025Q3: not reported; 2025Q4: 11,712 shares; 2026Q1: 11,900 shares; 2026Q2: 14,716 shares 14,716 $500K 0.03% +2,816 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,652 shares; 2025Q1: 3,664 shares; 2025Q2: 2,629 shares; 2025Q3: 2,846 shares; 2025Q4: 3,247 shares; 2026Q1: 3,370 shares; 2026Q2: 3,427 shares 3,427 $496K 0.03% +57 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,838 shares; 2025Q3: 3,338 shares; 2025Q4: 3,339 shares; 2026Q1: 3,357 shares; 2026Q2: 3,376 shares 3,376 $494K 0.03% +19 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 4,053 shares; 2025Q4: 11,746 shares; 2026Q1: 5,364 shares; 2026Q2: 5,722 shares 5,722 $494K 0.03% +358 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,203 shares; 2024Q4: 12,650 shares; 2025Q1: 12,650 shares; 2025Q2: 12,650 shares; 2025Q3: 12,650 shares; 2025Q4: 12,650 shares; 2026Q1: 12,650 shares; 2026Q2: 12,650 shares 12,650 $493K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 5,548 shares; 2025Q2: 4,585 shares; 2025Q3: 5,305 shares; 2025Q4: 5,357 shares; 2026Q1: 5,362 shares; 2026Q2: 5,321 shares 5,321 $491K 0.03% -41 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,505 shares 3,505 $487K 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464 shares; 2026Q2: 567 shares 567 $487K 0.03% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,701 shares; 2026Q1: 2,714 shares; 2026Q2: 4,365 shares 4,365 $483K 0.03% +1,651 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 5,218 shares; 2026Q1: 5,286 shares; 2026Q2: 5,262 shares 5,262 $483K 0.03% -24 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: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares; 2025Q4: 5,390 shares; 2026Q1: 5,390 shares; 2026Q2: 5,390 shares 5,390 $481K 0.03% 0 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,033 shares 12,033 $479K 0.03% new 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: 849 shares; 2024Q4: 849 shares; 2025Q1: 869 shares; 2025Q2: 735 shares; 2025Q3: 890 shares; 2025Q4: 904 shares; 2026Q1: 959 shares; 2026Q2: 952 shares 952 $477K 0.03% -7 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,015 shares; 2025Q3: 8,311 shares; 2025Q4: 8,197 shares; 2026Q1: 8,117 shares; 2026Q2: 8,456 shares 8,456 $475K 0.03% +339 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 1,302 shares; 2025Q4: 1,440 shares; 2026Q1: not reported; 2026Q2: 2,658 shares 2,658 $472K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,252 shares; 2025Q2: 1,106 shares; 2025Q3: 1,065 shares; 2025Q4: 1,126 shares; 2026Q1: 1,221 shares; 2026Q2: 1,186 shares 1,186 $472K 0.03% -35 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: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,752 shares; 2025Q3: 3,855 shares; 2025Q4: 4,319 shares; 2026Q1: 5,186 shares; 2026Q2: 6,399 shares 6,399 $469K 0.03% +1,213 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: not reported; 2024Q4: 4,288 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,576 shares; 2026Q1: 4,576 shares; 2026Q2: 4,253 shares 4,253 $469K 0.03% -323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,743 shares 4,743 $466K 0.03% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $466K 0.03% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 8,334 shares; 2025Q2: 4,837 shares; 2025Q3: 6,159 shares; 2025Q4: 11,733 shares; 2026Q1: 15,467 shares; 2026Q2: 10,734 shares 10,734 $463K 0.03% -4,733 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,167 shares; 2025Q4: 4,350 shares; 2026Q1: 4,331 shares; 2026Q2: 4,300 shares 4,300 $462K 0.03% -31 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,707 shares 8,707 $460K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,202 shares; 2025Q2: 7,065 shares; 2025Q3: 8,423 shares; 2025Q4: 10,550 shares; 2026Q1: 5,646 shares; 2026Q2: 8,441 shares 8,441 $459K 0.03% +2,795 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,423 shares 9,423 $459K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares 1,864 $457K 0.03% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,463 shares; 2025Q4: 1,466 shares; 2026Q1: 1,416 shares; 2026Q2: 1,556 shares 1,556 $454K 0.03% +140 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,333 shares; 2024Q4: 7,333 shares; 2025Q1: 7,333 shares; 2025Q2: 7,442 shares; 2025Q3: 8,153 shares; 2025Q4: 8,741 shares; 2026Q1: 9,037 shares; 2026Q2: 11,075 shares 11,075 $453K 0.03% +2,038 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares; 2025Q4: 4,078 shares; 2026Q1: 4,056 shares; 2026Q2: 4,377 shares 4,377 $453K 0.03% +321 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 1,300 shares; 2025Q4: 7,113 shares; 2026Q1: not reported; 2026Q2: 5,746 shares 5,746 $447K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,108 shares; 2026Q2: 16,108 shares 16,108 $446K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 396 shares; 2026Q1: 364 shares; 2026Q2: 434 shares 434 $439K 0.02% +70 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: 1,692 shares; 2024Q4: 1,692 shares; 2025Q1: 1,692 shares; 2025Q2: 1,700 shares; 2025Q3: 2,019 shares; 2025Q4: 2,836 shares; 2026Q1: 4,013 shares; 2026Q2: 1,944 shares 1,944 $435K 0.02% -2,069 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,532 shares; 2026Q2: 18,324 shares 18,324 $433K 0.02% +5,792 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,238 shares; 2026Q1: 5,535 shares; 2026Q2: 6,121 shares 6,121 $429K 0.02% +586 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,156 shares; 2026Q2: 4,700 shares 4,700 $429K 0.02% +1,544 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,731 shares 12,731 $427K 0.02% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,982 shares; 2024Q4: 22,982 shares; 2025Q1: 22,982 shares; 2025Q2: 22,982 shares; 2025Q3: 22,982 shares; 2025Q4: 22,982 shares; 2026Q1: 22,982 shares; 2026Q2: 22,982 shares 22,982 $426K 0.02% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,746 shares; 2024Q4: 2,746 shares; 2025Q1: 2,746 shares; 2025Q2: 2,746 shares; 2025Q3: 2,828 shares; 2025Q4: 2,878 shares; 2026Q1: 2,864 shares; 2026Q2: 2,890 shares 2,890 $424K 0.02% +26 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: 8,484 shares; 2024Q4: 7,676 shares; 2025Q1: 6,804 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares; 2026Q2: 3,603 shares 3,603 $423K 0.02% -626 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,192 shares; 2025Q2: 3,192 shares; 2025Q3: 3,192 shares; 2025Q4: 3,192 shares; 2026Q1: 3,192 shares; 2026Q2: 3,192 shares 3,192 $422K 0.02% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,515 shares; 2026Q2: 1,332 shares 1,332 $422K 0.02% -183 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: 32,261 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,294 shares; 2025Q4: 2,689 shares; 2026Q1: 2,223 shares; 2026Q2: 2,205 shares 2,205 $420K 0.02% -18 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares; 2026Q1: 546 shares; 2026Q2: 550 shares 550 $417K 0.02% +4 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 801 shares; 2025Q4: 837 shares; 2026Q1: 850 shares; 2026Q2: 1,200 shares 1,200 $410K 0.02% +350 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,530 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,333 shares 19,333 $410K 0.02% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: 1,402 shares; 2025Q4: 1,587 shares; 2026Q1: 1,624 shares; 2026Q2: 1,538 shares 1,538 $408K 0.02% -86 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: 96,951 shares; 2024Q4: 100,872 shares; 2025Q1: 106,084 shares; 2025Q2: 3,300 shares; 2025Q3: 3,621 shares; 2025Q4: 3,860 shares; 2026Q1: 2,777 shares; 2026Q2: 5,183 shares 5,183 $405K 0.02% +2,406 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,599 shares 5,599 $405K 0.02% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,354 shares 7,354 $403K 0.02% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,833 shares; 2025Q4: 10,915 shares; 2026Q1: 13,207 shares; 2026Q2: 10,582 shares 10,582 $403K 0.02% -2,625 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,697 shares; 2026Q1: 5,037 shares; 2026Q2: 5,748 shares 5,748 $402K 0.02% +711 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,111 shares 20,111 $400K 0.02% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,366 shares; 2024Q4: 2,367 shares; 2025Q1: 3,768 shares; 2025Q2: 2,732 shares; 2025Q3: 2,493 shares; 2025Q4: 2,618 shares; 2026Q1: 1,663 shares; 2026Q2: 2,142 shares 2,142 $396K 0.02% +479 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,268 shares; 2026Q1: 6,700 shares; 2026Q2: 6,929 shares 6,929 $394K 0.02% +229 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,846 shares 4,846 $393K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,666 shares; 2026Q2: 3,108 shares 3,108 $393K 0.02% +442 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,753 shares 4,753 $391K 0.02% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,303 shares; 2025Q3: 7,423 shares; 2025Q4: 8,139 shares; 2026Q1: 7,855 shares; 2026Q2: 9,375 shares 9,375 $387K 0.02% +1,520 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,460 shares 13,460 $381K 0.02% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,308 shares 2,308 $379K 0.02% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,188 shares; 2025Q3: 6,188 shares; 2025Q4: 6,188 shares; 2026Q1: 6,188 shares; 2026Q2: 6,188 shares 6,188 $379K 0.02% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 2,161 shares; 2025Q4: 2,253 shares; 2026Q1: 2,189 shares; 2026Q2: 2,287 shares 2,287 $377K 0.02% +98 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,559 shares; 2026Q2: 3,088 shares 3,088 $375K 0.02% +529 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,823 shares; 2025Q4: 2,786 shares; 2026Q1: 2,460 shares; 2026Q2: 2,419 shares 2,419 $374K 0.02% -41 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares; 2026Q2: 1,940 shares 1,940 $369K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 742 shares; 2026Q2: 2,968 shares 2,968 $369K 0.02% +2,226 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,173 shares; 2026Q1: 4,415 shares; 2026Q2: 7,104 shares 7,104 $368K 0.02% +2,689 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,462 shares; 2026Q1: not reported; 2026Q2: 1,227 shares 1,227 $366K 0.02% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 5,750 shares; 2026Q1: 6,372 shares; 2026Q2: 6,997 shares 6,997 $363K 0.02% +625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: not reported; 2026Q1: 2,182 shares; 2026Q2: 1,653 shares 1,653 $360K 0.02% -529 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: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,529 shares; 2025Q4: not reported; 2026Q1: 1,271 shares; 2026Q2: 4,456 shares 4,456 $359K 0.02% +3,185 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,972 shares 4,972 $357K 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,055 shares 7,055 $356K 0.02% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,993 shares; 2024Q4: 5,592 shares; 2025Q1: 5,054 shares; 2025Q2: 5,087 shares; 2025Q3: 5,045 shares; 2025Q4: 5,061 shares; 2026Q1: 5,061 shares; 2026Q2: 5,089 shares 5,089 $354K 0.02% +28 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,411 shares; 2025Q3: 3,652 shares; 2025Q4: 3,435 shares; 2026Q1: not reported; 2026Q2: 4,938 shares 4,938 $354K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,124 shares 10,124 $352K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 605 shares; 2026Q2: 718 shares 718 $352K 0.02% +113 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 6,371 shares; 2026Q1: 6,783 shares; 2026Q2: 6,736 shares 6,736 $351K 0.02% -47 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 11,244 shares; 2026Q1: 13,004 shares; 2026Q2: 20,641 shares 20,641 $350K 0.02% +7,637 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,036 shares; 2025Q2: 2,146 shares; 2025Q3: 1,653 shares; 2025Q4: 1,701 shares; 2026Q1: 1,703 shares; 2026Q2: 1,751 shares 1,751 $350K 0.02% +48 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,732 shares 5,732 $349K 0.02% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,261 shares; 2025Q2: 10,433 shares; 2025Q3: 11,081 shares; 2025Q4: 12,881 shares; 2026Q1: 12,812 shares; 2026Q2: 19,660 shares 19,660 $349K 0.02% +6,848 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,582 shares; 2026Q2: 2,004 shares 2,004 $348K 0.02% +422 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,988 shares 5,988 $346K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: 2,234 shares; 2025Q1: 2,234 shares; 2025Q2: 2,575 shares; 2025Q3: 2,631 shares; 2025Q4: 2,583 shares; 2026Q1: 2,678 shares; 2026Q2: 2,812 shares 2,812 $341K 0.02% +134 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,526 shares; 2026Q2: 1,724 shares 1,724 $340K 0.02% +198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,983 shares; 2025Q3: 4,356 shares; 2025Q4: 4,375 shares; 2026Q1: 3,605 shares; 2026Q2: 3,373 shares 3,373 $338K 0.02% -232 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 10,120 shares; 2026Q1: 11,189 shares; 2026Q2: 14,260 shares 14,260 $338K 0.02% +3,071 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,402 shares; 2026Q1: not reported; 2026Q2: 6,704 shares 6,704 $335K 0.02% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares; 2026Q1: 637 shares; 2026Q2: 617 shares 617 $334K 0.02% -20 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,185 shares; 2026Q1: 3,263 shares; 2026Q2: 3,277 shares 3,277 $333K 0.02% +14 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 414 shares; 2026Q1: 497 shares; 2026Q2: 591 shares 591 $331K 0.02% +94 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG 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: 3,160 shares 3,160 $330K 0.02% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,379 shares; 2026Q1: 1,555 shares; 2026Q2: 1,552 shares 1,552 $330K 0.02% -3 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,844 shares 1,844 $329K 0.02% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 686 shares; 2026Q1: 1,040 shares; 2026Q2: 976 shares 976 $328K 0.02% -64 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,119 shares; 2026Q2: 6,741 shares 6,741 $327K 0.02% +1,622 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: 3,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 3,383 shares; 2026Q2: 3,383 shares 3,383 $326K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,112 shares; 2026Q2: 2,756 shares 2,756 $326K 0.02% +644 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,142 shares; 2026Q1: 5,669 shares; 2026Q2: 5,768 shares 5,768 $325K 0.02% +99 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,490 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,035 shares; 2026Q2: 6,113 shares 6,113 $323K 0.02% -1,922 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 1,369 shares; 2026Q1: 934 shares; 2026Q2: 608 shares 608 $322K 0.02% -326 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 9,101 shares 9,101 $320K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 704 shares 704 $319K 0.02% new 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: 906 shares; 2024Q4: 921 shares; 2025Q1: 1,462 shares; 2025Q2: 1,325 shares; 2025Q3: 2,414 shares; 2025Q4: 2,045 shares; 2026Q1: 2,864 shares; 2026Q2: 1,555 shares 1,555 $319K 0.02% -1,309 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,642 shares 3,642 $318K 0.02% new Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 763 shares; 2026Q2: 763 shares 763 $317K 0.02% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 3,538 shares; 2026Q1: 3,546 shares; 2026Q2: 3,566 shares 3,566 $317K 0.02% +20 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares; 2026Q1: 1,942 shares; 2026Q2: 1,756 shares 1,756 $316K 0.02% -186 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: 929 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 937 shares; 2025Q3: 1,449 shares; 2025Q4: 1,635 shares; 2026Q1: 1,648 shares; 2026Q2: 1,430 shares 1,430 $315K 0.02% -218 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,959 shares 5,959 $314K 0.02% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,456 shares; 2026Q2: 1,548 shares 1,548 $312K 0.02% +92 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: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,799 shares; 2025Q3: 1,872 shares; 2025Q4: 1,876 shares; 2026Q1: 1,871 shares; 2026Q2: 1,098 shares 1,098 $311K 0.02% -773 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,472 shares 1,472 $304K 0.02% new 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: 141,737 shares; 2024Q4: 141,901 shares; 2025Q1: 145,951 shares; 2025Q2: 5,527 shares; 2025Q3: 5,925 shares; 2025Q4: 5,601 shares; 2026Q1: 5,566 shares; 2026Q2: 6,071 shares 6,071 $302K 0.02% +505 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,468 shares; 2024Q4: 7,468 shares; 2025Q1: 7,218 shares; 2025Q2: 7,247 shares; 2025Q3: 7,304 shares; 2025Q4: 7,538 shares; 2026Q1: 8,187 shares; 2026Q2: 7,363 shares 7,363 $302K 0.02% -824 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,822 shares; 2025Q3: not reported; 2025Q4: 6,262 shares; 2026Q1: 6,613 shares; 2026Q2: 5,253 shares 5,253 $301K 0.02% -1,360 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,435 shares; 2026Q1: 2,218 shares; 2026Q2: 2,433 shares 2,433 $300K 0.02% +215 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 994 shares; 2026Q1: 1,363 shares; 2026Q2: 1,089 shares 1,089 $300K 0.02% -274 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,473 shares; 2026Q2: 1,518 shares 1,518 $300K 0.02% -2,955 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 1,796 shares; 2026Q1: 1,814 shares; 2026Q2: 1,821 shares 1,821 $299K 0.02% +7 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,304 shares 2,304 $299K 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,180 shares 2,180 $296K 0.02% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,275 shares 3,275 $296K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 596 shares 596 $296K 0.02% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,749 shares; 2026Q2: 1,863 shares 1,863 $296K 0.02% -886 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459 shares 459 $296K 0.02% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,558 shares 8,558 $296K 0.02% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 828 shares; 2026Q2: 729 shares 729 $293K 0.02% -99 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,702 shares 2,702 $292K 0.02% new 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: 2,184 shares; 2024Q4: 2,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,911 shares; 2026Q1: 2,956 shares; 2026Q2: 2,921 shares 2,921 $289K 0.02% -35 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 671 shares; 2026Q2: 874 shares 874 $289K 0.02% +203 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,137 shares; 2024Q4: 5,137 shares; 2025Q1: 5,137 shares; 2025Q2: 5,161 shares; 2025Q3: 5,327 shares; 2025Q4: 5,132 shares; 2026Q1: not reported; 2026Q2: 5,522 shares 5,522 $288K 0.02% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 1,870 shares; 2026Q2: 1,925 shares 1,925 $285K 0.02% +55 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143 shares 143 $284K 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 954 shares; 2025Q4: 1,908 shares; 2026Q1: 1,933 shares; 2026Q2: 1,492 shares 1,492 $284K 0.02% -441 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 9,908 shares 9,908 $283K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 685 shares; 2025Q2: 774 shares; 2025Q3: 988 shares; 2025Q4: 915 shares; 2026Q1: 1,133 shares; 2026Q2: 1,082 shares 1,082 $282K 0.02% -51 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 3,124 shares; 2026Q1: 3,011 shares; 2026Q2: 3,783 shares 3,783 $281K 0.02% +772 Timeline IT GARTNER INC More: the full row for GARTNER 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: 986 shares; 2026Q1: not reported; 2026Q2: 2,160 shares 2,160 $280K 0.02% new Timeline NVR NVR INC More: the full row for NVR 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: 41 shares 41 $279K 0.02% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,545 shares 3,545 $276K 0.02% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 904 shares; 2026Q1: not reported; 2026Q2: 1,189 shares 1,189 $274K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares; 2026Q1: 6,357 shares; 2026Q2: 2,742 shares 2,742 $272K 0.02% -3,615 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $272K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $271K 0.02% new Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,267 shares 3,267 $270K 0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,626 shares; 2025Q4: not reported; 2026Q1: 2,923 shares; 2026Q2: 2,770 shares 2,770 $270K 0.01% -153 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,582 shares; 2026Q1: 1,596 shares; 2026Q2: 1,592 shares 1,592 $269K 0.01% -4 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,884 shares; 2026Q1: 8,687 shares; 2026Q2: 10,048 shares 10,048 $265K 0.01% +1,361 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,043 shares; 2026Q1: 1,055 shares; 2026Q2: 1,185 shares 1,185 $264K 0.01% +130 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,875 shares 2,875 $264K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,923 shares; 2026Q1: 11,936 shares; 2026Q2: 11,426 shares 11,426 $263K 0.01% -510 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,707 shares 1,707 $263K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,312 shares; 2026Q1: 3,983 shares; 2026Q2: 2,707 shares 2,707 $263K 0.01% -1,276 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 25,950 shares 25,950 $263K 0.01% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,698 shares; 2025Q2: 7,038 shares; 2025Q3: not reported; 2025Q4: 7,077 shares; 2026Q1: 7,347 shares; 2026Q2: 4,579 shares 4,579 $262K 0.01% -2,768 Timeline FNB F N B CORP More: the full row for F N B 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: 13,575 shares 13,575 $259K 0.01% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 1,742 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,206 shares 1,206 $257K 0.01% new Timeline GAP GAP INC More: the full row for GAP 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: 9,395 shares; 2026Q1: 8,915 shares; 2026Q2: 13,747 shares 13,747 $257K 0.01% +4,832 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: 17,660 shares; 2024Q4: 12,642 shares; 2025Q1: 14,546 shares; 2025Q2: 14,910 shares; 2025Q3: 15,048 shares; 2025Q4: 13,304 shares; 2026Q1: 12,288 shares; 2026Q2: 12,361 shares 12,361 $256K 0.01% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,903 shares 8,903 $254K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,244 shares; 2025Q4: not reported; 2026Q1: 2,252 shares; 2026Q2: 2,269 shares 2,269 $254K 0.01% +17 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 5,655 shares 5,655 $251K 0.01% new Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,943 shares 9,943 $249K 0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares; 2026Q2: 1,259 shares 1,259 $249K 0.01% -611 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,162 shares 1,162 $249K 0.01% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 3,441 shares; 2026Q2: 3,548 shares 3,548 $247K 0.01% +107 Timeline HPQ HP INC More: the full row for HP 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: 14,821 shares; 2026Q1: not reported; 2026Q2: 11,222 shares 11,222 $246K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,969 shares; 2024Q4: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,925 shares; 2025Q3: 3,976 shares; 2025Q4: 4,106 shares; 2026Q1: 4,435 shares; 2026Q2: 2,678 shares 2,678 $246K 0.01% -1,757 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 710 shares 710 $245K 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 1,441 shares; 2025Q3: 1,615 shares; 2025Q4: 1,213 shares; 2026Q1: 1,208 shares; 2026Q2: 1,029 shares 1,029 $245K 0.01% -179 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,035 shares; 2026Q1: 14,728 shares; 2026Q2: 7,148 shares 7,148 $243K 0.01% -7,580 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 997 shares 997 $241K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 664 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 737 shares; 2026Q1: not reported; 2026Q2: 622 shares 622 $241K 0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 717 shares 717 $239K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,702 shares; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467 $239K 0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 792 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,678 shares 1,678 $239K 0.01% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 7,727 shares; 2026Q1: not reported; 2026Q2: 7,868 shares 7,868 $238K 0.01% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824,250 shares; 2024Q4: 865,363 shares; 2025Q1: 985,215 shares; 2025Q2: 76,130 shares; 2025Q3: 9,573 shares; 2025Q4: 9,573 shares; 2026Q1: 11,531 shares; 2026Q2: 10,095 shares 10,095 $237K 0.01% -1,436 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 521 shares; 2025Q4: 519 shares; 2026Q1: 552 shares; 2026Q2: 522 shares 522 $235K 0.01% -30 Timeline BRKR BRUKER CORP More: the full row for BRUKER 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: 3,911 shares 3,911 $235K 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,355 shares; 2026Q1: 1,357 shares; 2026Q2: 838 shares 838 $235K 0.01% -519 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares; 2026Q1: not reported; 2026Q2: 1,274 shares 1,274 $233K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares; 2026Q2: 1,036 shares 1,036 $232K 0.01% -9 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,523 shares 1,523 $230K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,260 shares; 2024Q4: 5,270 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,288 shares 4,288 $230K 0.01% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,020 shares 1,020 $230K 0.01% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,349 shares 1,349 $229K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 681 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: 438 shares; 2026Q2: 449 shares 449 $229K 0.01% +11 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,362 shares; 2026Q2: 2,397 shares 2,397 $228K 0.01% +35 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,619 shares; 2026Q1: 1,714 shares; 2026Q2: 1,504 shares 1,504 $228K 0.01% -210 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 944 shares 944 $227K 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,007 shares 2,007 $226K 0.01% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares 479 $223K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,989 shares; 2026Q1: not reported; 2026Q2: 1,152 shares 1,152 $223K 0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares; 2026Q2: 786 shares 786 $221K 0.01% -15 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,046 shares; 2026Q1: 2,657 shares; 2026Q2: 2,204 shares 2,204 $220K 0.01% -453 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 2,374 shares; 2025Q3: 2,682 shares; 2025Q4: 1,676 shares; 2026Q1: 1,973 shares; 2026Q2: 1,737 shares 1,737 $219K 0.01% -236 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 1,817 shares; 2026Q1: 1,720 shares; 2026Q2: 1,351 shares 1,351 $219K 0.01% -369 Timeline TREX TREX INC More: the full row for TREX 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: 4,381 shares 4,381 $219K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,367 shares; 2026Q2: 2,588 shares 2,588 $219K 0.01% -60,779 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,918 shares; 2026Q2: 4,004 shares 4,004 $219K 0.01% +86 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,055 shares 5,055 $218K 0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,148 shares 4,148 $216K 0.01% new Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,349 shares 7,349 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,901 shares 4,901 $215K 0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,139 shares; 2025Q3: 5,165 shares; 2025Q4: 21,273 shares; 2026Q1: 5,021 shares; 2026Q2: 4,471 shares 4,471 $215K 0.01% -550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,588 shares 3,588 $214K 0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 466 shares 466 $212K 0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R 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: 5,544 shares 5,544 $211K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66 shares 66 $211K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,572 shares; 2026Q1: not reported; 2026Q2: 1,525 shares 1,525 $211K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this 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: 781 shares 781 $211K 0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,114 shares; 2025Q3: 240,248 shares; 2025Q4: not reported; 2026Q1: 14,208 shares; 2026Q2: 24,053 shares 24,053 $210K 0.01% +9,845 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,361 shares 1,361 $210K 0.01% new Timeline BALL BALL CORP More: the full row for BALL 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: 3,359 shares 3,359 $210K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 776 shares 776 $209K 0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,458 shares 2,458 $209K 0.01% new Timeline AES AES CORP More: the full row for AES 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: 14,152 shares 14,152 $207K 0.01% new Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,536 shares 4,536 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,139 shares 2,139 $206K 0.01% new Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,207 shares 7,207 $206K 0.01% new Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: 4,740 shares 4,740 $202K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,393 shares; 2025Q4: not reported; 2026Q1: 2,074 shares; 2026Q2: 2,111 shares 2,111 $202K 0.01% +37 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $201K 0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 5,228 shares 5,228 $200K 0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,391 shares; 2024Q4: 1,391 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 846 shares 846 $200K 0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,448 shares; 2025Q4: 1,104 shares; 2026Q1: not reported; 2026Q2: 560 shares 560 $200K 0.01% new Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,232 shares 17,232 $197K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,449 shares; 2026Q1: 21,056 shares; 2026Q2: 17,138 shares 17,138 $192K 0.01% -3,918 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,160 shares 18,160 $192K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,053 shares 14,053 $189K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,704 shares; 2024Q4: 11,638 shares; 2025Q1: 11,638 shares; 2025Q2: 12,557 shares; 2025Q3: 13,220 shares; 2025Q4: 17,067 shares; 2026Q1: 10,796 shares; 2026Q2: 13,500 shares 13,500 $188K 0.01% +2,704 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,809 shares; 2026Q2: 11,771 shares 11,771 $172K 0.01% +962 Timeline