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: 1,571,627 shares; 2024Q4: 1,635,194 shares; 2025Q1: 1,691,484 shares; 2025Q2: 1,758,878 shares; 2025Q3: 1,770,933 shares; 2025Q4: 1,770,112 shares; 2026Q1: 1,741,699 shares; 2026Q2: 1,779,207 shares 1,779,207 $127M 7.34% +37,508 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: 136,796 shares; 2024Q4: 139,799 shares; 2025Q1: 142,796 shares; 2025Q2: 148,555 shares; 2025Q3: 150,973 shares; 2025Q4: 150,189 shares; 2026Q1: 153,680 shares; 2026Q2: 157,386 shares 157,386 $118M 6.82% +3,706 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: 644,270 shares; 2024Q4: 687,306 shares; 2025Q1: 700,903 shares; 2025Q2: 739,526 shares; 2025Q3: 760,978 shares; 2025Q4: 790,542 shares; 2026Q1: 844,140 shares; 2026Q2: 880,458 shares 880,458 $87.1M 5.04% +36,318 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: 199,411 shares; 2024Q4: 202,609 shares; 2025Q1: 207,575 shares; 2025Q2: 219,083 shares; 2025Q3: 223,870 shares; 2025Q4: 227,783 shares; 2026Q1: 233,271 shares; 2026Q2: 962,079 shares 962,079 $77.5M 4.49% +728,808 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: 509,432 shares; 2024Q4: 524,299 shares; 2025Q1: 519,823 shares; 2025Q2: 561,391 shares; 2025Q3: 583,399 shares; 2025Q4: 601,919 shares; 2026Q1: 603,359 shares; 2026Q2: 614,951 shares 614,951 $76.7M 4.44% +11,592 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: 260,820 shares; 2024Q4: 262,997 shares; 2025Q1: 267,756 shares; 2025Q2: 271,783 shares; 2025Q3: 276,035 shares; 2025Q4: 277,806 shares; 2026Q1: 283,210 shares; 2026Q2: 293,378 shares 293,378 $69.4M 4.02% +10,168 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: 947,416 shares; 2024Q4: 981,765 shares; 2025Q1: 1,010,219 shares; 2025Q2: 1,042,507 shares; 2025Q3: 1,045,176 shares; 2025Q4: 1,040,963 shares; 2026Q1: 1,047,390 shares; 2026Q2: 1,068,327 shares 1,068,327 $63.8M 3.69% +20,937 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802,424 shares; 2024Q4: 873,239 shares; 2025Q1: 841,657 shares; 2025Q2: 894,660 shares; 2025Q3: 928,504 shares; 2025Q4: 951,867 shares; 2026Q1: 1,014,427 shares; 2026Q2: 1,034,989 shares 1,034,989 $50.1M 2.9% +20,562 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283,394 shares; 2024Q4: 1,320,548 shares; 2025Q1: 1,359,525 shares; 2025Q2: 1,422,662 shares; 2025Q3: 1,470,642 shares; 2025Q4: 1,533,569 shares; 2026Q1: 1,579,103 shares; 2026Q2: 1,642,967 shares 1,642,967 $45.4M 2.63% +63,864 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624,544 shares; 2024Q4: 662,772 shares; 2025Q1: 676,708 shares; 2025Q2: 719,911 shares; 2025Q3: 746,883 shares; 2025Q4: 729,396 shares; 2026Q1: 768,523 shares; 2026Q2: 801,548 shares 801,548 $42M 2.43% +33,025 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: 99,602 shares; 2024Q4: 100,647 shares; 2025Q1: 107,651 shares; 2025Q2: 121,501 shares; 2025Q3: 123,694 shares; 2025Q4: 130,608 shares; 2026Q1: 134,089 shares; 2026Q2: 136,287 shares 136,287 $39.4M 2.28% +2,198 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: 132,191 shares; 2024Q4: 137,166 shares; 2025Q1: 148,475 shares; 2025Q2: 167,236 shares; 2025Q3: 167,198 shares; 2025Q4: 172,996 shares; 2026Q1: 176,689 shares; 2026Q2: 180,460 shares 180,460 $36.1M 2.09% +3,771 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,153 shares; 2024Q4: 383,541 shares; 2025Q1: 390,254 shares; 2025Q2: 411,345 shares; 2025Q3: 418,874 shares; 2025Q4: 410,522 shares; 2026Q1: 432,009 shares; 2026Q2: 450,644 shares 450,644 $35.1M 2.03% +18,635 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,502 shares; 2024Q4: 107,101 shares; 2025Q1: 107,462 shares; 2025Q2: 107,904 shares; 2025Q3: 107,992 shares; 2025Q4: 110,533 shares; 2026Q1: 108,916 shares; 2026Q2: 108,761 shares 108,761 $27.4M 1.58% -155 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: 96,244 shares; 2024Q4: 92,416 shares; 2025Q1: 105,425 shares; 2025Q2: 100,246 shares; 2025Q3: 99,014 shares; 2025Q4: 98,861 shares; 2026Q1: 99,068 shares; 2026Q2: 97,954 shares 97,954 $23.8M 1.38% -1,114 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: 40,010 shares; 2024Q4: 41,742 shares; 2025Q1: 45,630 shares; 2025Q2: 52,480 shares; 2025Q3: 53,014 shares; 2025Q4: 53,060 shares; 2026Q1: 54,486 shares; 2026Q2: 53,615 shares 53,615 $20M 1.16% -871 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,706 shares; 2024Q4: 191,942 shares; 2025Q1: 189,669 shares; 2025Q2: 189,954 shares; 2025Q3: 187,537 shares; 2025Q4: 187,346 shares; 2026Q1: 187,242 shares; 2026Q2: 188,300 shares 188,300 $18.2M 1.05% +1,058 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: 225,981 shares; 2024Q4: 222,118 shares; 2025Q1: 233,869 shares; 2025Q2: 229,329 shares; 2025Q3: 226,909 shares; 2025Q4: 228,687 shares; 2026Q1: 231,155 shares; 2026Q2: 228,661 shares 228,661 $17.6M 1.02% -2,494 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: 201,212 shares; 2024Q4: 201,080 shares; 2025Q1: 199,358 shares; 2025Q2: 204,365 shares; 2025Q3: 203,984 shares; 2025Q4: 205,689 shares; 2026Q1: 205,488 shares; 2026Q2: 204,734 shares 204,734 $17M 0.98% -754 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,961 shares; 2024Q4: 196,073 shares; 2025Q1: 205,408 shares; 2025Q2: 211,015 shares; 2025Q3: 220,092 shares; 2025Q4: 220,923 shares; 2026Q1: 229,411 shares; 2026Q2: 230,885 shares 230,885 $16.9M 0.98% +1,474 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: 31,501 shares; 2024Q4: 34,948 shares; 2025Q1: 36,728 shares; 2025Q2: 44,559 shares; 2025Q3: 45,084 shares; 2025Q4: 46,443 shares; 2026Q1: 47,173 shares; 2026Q2: 47,495 shares 47,495 $16.8M 0.97% +322 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: 45,448 shares; 2024Q4: 46,057 shares; 2025Q1: 52,114 shares; 2025Q2: 61,021 shares; 2025Q3: 62,051 shares; 2025Q4: 65,738 shares; 2026Q1: 67,657 shares; 2026Q2: 69,133 shares 69,133 $16.5M 0.95% +1,476 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: 40,730 shares; 2024Q4: 46,564 shares; 2025Q1: 47,659 shares; 2025Q2: 51,924 shares; 2025Q3: 50,653 shares; 2025Q4: 49,371 shares; 2026Q1: 49,211 shares; 2026Q2: 49,614 shares 49,614 $16.2M 0.94% +403 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: 86,981 shares; 2024Q4: 92,634 shares; 2025Q1: 93,754 shares; 2025Q2: 108,451 shares; 2025Q3: 105,049 shares; 2025Q4: 130,034 shares; 2026Q1: 141,346 shares; 2026Q2: 148,686 shares 148,686 $16M 0.93% +7,340 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: 29,860 shares; 2024Q4: 32,662 shares; 2025Q1: 35,723 shares; 2025Q2: 38,134 shares; 2025Q3: 39,146 shares; 2025Q4: 42,353 shares; 2026Q1: 43,681 shares; 2026Q2: 44,471 shares 44,471 $15.9M 0.92% +790 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: 46,588 shares; 2024Q4: 45,869 shares; 2025Q1: 45,772 shares; 2025Q2: 51,440 shares; 2025Q3: 50,861 shares; 2025Q4: 52,076 shares; 2026Q1: 52,005 shares; 2026Q2: 52,128 shares 52,128 $15.8M 0.91% +123 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: 21,718 shares; 2024Q4: 21,490 shares; 2025Q1: 25,496 shares; 2025Q2: 27,135 shares; 2025Q3: 28,015 shares; 2025Q4: 28,972 shares; 2026Q1: 30,741 shares; 2026Q2: 30,747 shares 30,747 $15.4M 0.89% +6 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $15M 0.87% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,472 shares; 2024Q4: 233,195 shares; 2025Q1: 235,002 shares; 2025Q2: 241,902 shares; 2025Q3: 250,504 shares; 2025Q4: 259,003 shares; 2026Q1: 272,330 shares; 2026Q2: 275,456 shares 275,456 $13.9M 0.81% +3,126 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: 20,706 shares; 2024Q4: 21,136 shares; 2025Q1: 21,090 shares; 2025Q2: 21,271 shares; 2025Q3: 21,318 shares; 2025Q4: 26,168 shares; 2026Q1: 26,786 shares; 2026Q2: 34,991 shares 34,991 $12.9M 0.75% +8,205 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,113 shares; 2024Q4: 150,281 shares; 2025Q1: 196,969 shares; 2025Q2: 196,152 shares; 2025Q3: 193,329 shares; 2025Q4: 228,153 shares; 2026Q1: 232,948 shares; 2026Q2: 252,280 shares 252,280 $12.8M 0.74% +19,332 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,333 shares; 2024Q4: 67,307 shares; 2025Q1: 66,453 shares; 2025Q2: 80,020 shares; 2025Q3: 80,074 shares; 2025Q4: 99,658 shares; 2026Q1: 111,837 shares; 2026Q2: 115,118 shares 115,118 $12.3M 0.71% +3,281 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: 21,182 shares; 2024Q4: 24,458 shares; 2025Q1: 26,460 shares; 2025Q2: 27,680 shares; 2025Q3: 27,365 shares; 2025Q4: 26,700 shares; 2026Q1: 27,641 shares; 2026Q2: 27,930 shares 27,930 $10.6M 0.61% +289 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: 17,336 shares; 2024Q4: 17,642 shares; 2025Q1: 19,712 shares; 2025Q2: 20,532 shares; 2025Q3: 20,641 shares; 2025Q4: 20,583 shares; 2026Q1: 21,019 shares; 2026Q2: 21,749 shares 21,749 $10.4M 0.6% +730 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: 115,361 shares; 2024Q4: 117,416 shares; 2025Q1: 117,322 shares; 2025Q2: 120,786 shares; 2025Q3: 120,653 shares; 2025Q4: 121,398 shares; 2026Q1: 119,735 shares; 2026Q2: 109,606 shares 109,606 $9.95M 0.58% -10,129 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,137 shares; 2024Q4: 52,535 shares; 2025Q1: 54,278 shares; 2025Q2: 55,681 shares; 2025Q3: 56,577 shares; 2025Q4: 58,050 shares; 2026Q1: 61,880 shares; 2026Q2: 62,272 shares 62,272 $9.77M 0.57% +392 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,080 shares; 2024Q4: 116,931 shares; 2025Q1: 111,502 shares; 2025Q2: 107,862 shares; 2025Q3: 108,296 shares; 2025Q4: 106,832 shares; 2026Q1: 108,870 shares; 2026Q2: 111,098 shares 111,098 $9.3M 0.54% +2,228 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: 5,852 shares; 2024Q4: 5,926 shares; 2025Q1: 6,722 shares; 2025Q2: 7,382 shares; 2025Q3: 6,994 shares; 2025Q4: 7,335 shares; 2026Q1: 7,306 shares; 2026Q2: 7,599 shares 7,599 $9.11M 0.53% +293 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: 8,015 shares; 2024Q4: 8,258 shares; 2025Q1: 8,803 shares; 2025Q2: 9,388 shares; 2025Q3: 9,840 shares; 2025Q4: 10,208 shares; 2026Q1: 10,605 shares; 2026Q2: 11,364 shares 11,364 $7.8M 0.45% +759 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: 9,818 shares; 2024Q4: 9,950 shares; 2025Q1: 11,092 shares; 2025Q2: 12,050 shares; 2025Q3: 12,045 shares; 2025Q4: 12,253 shares; 2026Q1: 12,240 shares; 2026Q2: 12,542 shares 12,542 $7.06M 0.41% +302 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: 4,382 shares; 2024Q4: 4,420 shares; 2025Q1: 5,076 shares; 2025Q2: 5,128 shares; 2025Q3: 5,264 shares; 2025Q4: 5,280 shares; 2026Q1: 5,761 shares; 2026Q2: 6,120 shares 6,120 $7.06M 0.41% +359 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: 12,924 shares; 2024Q4: 13,190 shares; 2025Q1: 14,435 shares; 2025Q2: 15,608 shares; 2025Q3: 15,609 shares; 2025Q4: 15,745 shares; 2026Q1: 15,757 shares; 2026Q2: 16,395 shares 16,395 $6.9M 0.4% +638 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,470 shares; 2024Q4: 104,056 shares; 2025Q1: 110,976 shares; 2025Q2: 109,326 shares; 2025Q3: 104,066 shares; 2025Q4: 102,658 shares; 2026Q1: 111,044 shares; 2026Q2: 131,459 shares 131,459 $6.7M 0.39% +20,415 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,778 shares; 2024Q4: 167,778 shares; 2025Q1: 167,778 shares; 2025Q2: 167,778 shares; 2025Q3: 167,778 shares; 2025Q4: 167,778 shares; 2026Q1: 167,778 shares; 2026Q2: 167,778 shares 167,778 $6.47M 0.37% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,686 shares; 2024Q4: 60,280 shares; 2025Q1: 64,343 shares; 2025Q2: 62,187 shares; 2025Q3: 61,629 shares; 2025Q4: 64,320 shares; 2026Q1: 66,220 shares; 2026Q2: 66,024 shares 66,024 $6.37M 0.37% -196 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: 62,854 shares; 2024Q4: 61,266 shares; 2025Q1: 60,010 shares; 2025Q2: 59,297 shares; 2025Q3: 59,409 shares; 2025Q4: 59,623 shares; 2026Q1: 60,058 shares; 2026Q2: 60,684 shares 60,684 $5.67M 0.33% +626 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,255 shares; 2024Q4: 12,548 shares; 2025Q1: 18,972 shares; 2025Q2: 16,598 shares; 2025Q3: 16,515 shares; 2025Q4: 16,393 shares; 2026Q1: 16,157 shares; 2026Q2: 16,309 shares 16,309 $5.61M 0.32% +152 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: 32,658 shares; 2024Q4: 35,645 shares; 2025Q1: 36,769 shares; 2025Q2: 37,725 shares; 2025Q3: 38,472 shares; 2025Q4: 35,887 shares; 2026Q1: 38,183 shares; 2026Q2: 37,838 shares 37,838 $5.55M 0.32% -345 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: 6,244 shares; 2024Q4: 6,056 shares; 2025Q1: 6,071 shares; 2025Q2: 6,111 shares; 2025Q3: 6,048 shares; 2025Q4: 6,020 shares; 2026Q1: 6,950 shares; 2026Q2: 7,364 shares 7,364 $5.5M 0.32% +414 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: 6,976 shares; 2024Q4: 6,809 shares; 2025Q1: 7,626 shares; 2025Q2: 8,239 shares; 2025Q3: 8,327 shares; 2025Q4: 8,494 shares; 2026Q1: 8,742 shares; 2026Q2: 9,301 shares 9,301 $5.4M 0.31% +559 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: 59,453 shares; 2024Q4: 58,048 shares; 2025Q1: 59,833 shares; 2025Q2: 64,591 shares; 2025Q3: 64,620 shares; 2025Q4: 64,554 shares; 2026Q1: 66,075 shares; 2026Q2: 66,367 shares 66,367 $5.39M 0.31% +292 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: 14,842 shares; 2024Q4: 16,997 shares; 2025Q1: 18,586 shares; 2025Q2: 18,343 shares; 2025Q3: 18,999 shares; 2025Q4: 18,334 shares; 2026Q1: 19,285 shares; 2026Q2: 19,261 shares 19,261 $4.89M 0.28% -24 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,351 shares; 2024Q4: 57,351 shares; 2025Q1: 57,351 shares; 2025Q2: 57,351 shares; 2025Q3: 57,351 shares; 2025Q4: 57,351 shares; 2026Q1: 101,354 shares; 2026Q2: 108,432 shares 108,432 $4.81M 0.28% +7,078 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: 9,182 shares; 2024Q4: 9,456 shares; 2025Q1: 10,136 shares; 2025Q2: 12,033 shares; 2025Q3: 11,996 shares; 2025Q4: 12,170 shares; 2026Q1: 12,279 shares; 2026Q2: 12,513 shares 12,513 $4.29M 0.25% +234 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: 6,246 shares; 2024Q4: 6,312 shares; 2025Q1: 6,361 shares; 2025Q2: 6,491 shares; 2025Q3: 6,524 shares; 2025Q4: 6,252 shares; 2026Q1: 6,309 shares; 2026Q2: 6,212 shares 6,212 $3.94M 0.23% -97 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,608 shares; 2024Q4: 2,644 shares; 2025Q1: 2,882 shares; 2025Q2: 3,675 shares; 2025Q3: 3,678 shares; 2025Q4: 3,793 shares; 2026Q1: 3,847 shares; 2026Q2: 4,086 shares 4,086 $3.82M 0.22% +239 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: 3,817 shares; 2024Q4: 3,705 shares; 2025Q1: 4,221 shares; 2025Q2: 4,602 shares; 2025Q3: 4,726 shares; 2025Q4: 4,854 shares; 2026Q1: 5,166 shares; 2026Q2: 5,220 shares 5,220 $3.77M 0.22% +54 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: 1,330 shares; 2024Q4: 1,357 shares; 2025Q1: 1,593 shares; 2025Q2: 1,576 shares; 2025Q3: 1,637 shares; 2025Q4: 1,682 shares; 2026Q1: 1,696 shares; 2026Q2: 1,856 shares 1,856 $3.69M 0.21% +160 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: 22,967 shares; 2024Q4: 26,419 shares; 2025Q1: 28,506 shares; 2025Q2: 30,764 shares; 2025Q3: 31,152 shares; 2025Q4: 31,525 shares; 2026Q1: 32,355 shares; 2026Q2: 32,479 shares 32,479 $3.68M 0.21% +124 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: 34,256 shares; 2024Q4: 34,583 shares; 2025Q1: 34,649 shares; 2025Q2: 34,781 shares; 2025Q3: 33,847 shares; 2025Q4: 34,734 shares; 2026Q1: 34,088 shares; 2026Q2: 33,969 shares 33,969 $3.65M 0.21% -119 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,432 shares; 2024Q4: 19,747 shares; 2025Q1: 19,803 shares; 2025Q2: 19,849 shares; 2025Q3: 19,882 shares; 2025Q4: 19,229 shares; 2026Q1: 19,267 shares; 2026Q2: 19,286 shares 19,286 $3.57M 0.21% +19 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: 6,690 shares; 2025Q1: 7,327 shares; 2025Q2: 7,749 shares; 2025Q3: 7,359 shares; 2025Q4: 7,238 shares; 2026Q1: 7,770 shares; 2026Q2: 7,995 shares 7,995 $3.46M 0.2% +225 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: 22,572 shares; 2024Q4: 22,646 shares; 2025Q1: 24,883 shares; 2025Q2: 24,153 shares; 2025Q3: 25,202 shares; 2025Q4: 25,463 shares; 2026Q1: 25,186 shares; 2026Q2: 25,071 shares 25,071 $3.43M 0.2% -115 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: 19,095 shares; 2024Q4: 20,187 shares; 2025Q1: 22,443 shares; 2025Q2: 24,745 shares; 2025Q3: 24,787 shares; 2025Q4: 27,575 shares; 2026Q1: 28,246 shares; 2026Q2: 29,089 shares 29,089 $3.42M 0.2% +843 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: 2,402 shares; 2024Q4: 2,370 shares; 2025Q1: 2,543 shares; 2025Q2: 2,864 shares; 2025Q3: 2,911 shares; 2025Q4: 2,941 shares; 2026Q1: 2,930 shares; 2026Q2: 3,032 shares 3,032 $3.23M 0.19% +102 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: 4,336 shares; 2024Q4: 4,399 shares; 2025Q1: 4,741 shares; 2025Q2: 6,230 shares; 2025Q3: 6,207 shares; 2025Q4: 6,281 shares; 2026Q1: 5,893 shares; 2026Q2: 6,236 shares 6,236 $3.2M 0.19% +343 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: 6,324 shares; 2024Q4: 6,370 shares; 2025Q1: 7,048 shares; 2025Q2: 8,370 shares; 2025Q3: 8,391 shares; 2025Q4: 8,414 shares; 2026Q1: 8,552 shares; 2026Q2: 8,502 shares 8,502 $3.18M 0.18% -50 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: 14,796 shares; 2024Q4: 11,227 shares; 2025Q1: 18,433 shares; 2025Q2: 19,486 shares; 2025Q3: 19,682 shares; 2025Q4: 21,539 shares; 2026Q1: 22,183 shares; 2026Q2: 22,424 shares 22,424 $3.13M 0.18% +241 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: 16,087 shares; 2024Q4: 17,580 shares; 2025Q1: 18,286 shares; 2025Q2: 18,374 shares; 2025Q3: 17,967 shares; 2025Q4: 19,702 shares; 2026Q1: 20,147 shares; 2026Q2: 20,362 shares 20,362 $2.98M 0.17% +215 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,688 shares; 2024Q4: 36,894 shares; 2025Q1: 39,405 shares; 2025Q2: 40,197 shares; 2025Q3: 42,790 shares; 2025Q4: 43,497 shares; 2026Q1: 44,248 shares; 2026Q2: 45,203 shares 45,203 $2.78M 0.16% +955 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: 6,197 shares; 2024Q4: 6,211 shares; 2025Q1: 6,328 shares; 2025Q2: 6,446 shares; 2025Q3: 6,489 shares; 2025Q4: 6,351 shares; 2026Q1: 6,402 shares; 2026Q2: 6,458 shares 6,458 $2.75M 0.16% +56 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: 6,272 shares; 2024Q4: 6,413 shares; 2025Q1: 6,839 shares; 2025Q2: 7,582 shares; 2025Q3: 8,074 shares; 2025Q4: 10,046 shares; 2026Q1: 10,596 shares; 2026Q2: 10,596 shares 10,596 $2.71M 0.16% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,597 shares; 2024Q4: 11,512 shares; 2025Q1: 11,787 shares; 2025Q2: 17,146 shares; 2025Q3: 16,496 shares; 2025Q4: 14,896 shares; 2026Q1: 15,037 shares; 2026Q2: 15,246 shares 15,246 $2.69M 0.16% +209 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: 6,752 shares; 2024Q4: 6,603 shares; 2025Q1: 7,012 shares; 2025Q2: 7,633 shares; 2025Q3: 7,540 shares; 2025Q4: 6,919 shares; 2026Q1: 6,811 shares; 2026Q2: 7,300 shares 7,300 $2.57M 0.15% +489 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: 11,159 shares; 2024Q4: 11,534 shares; 2025Q1: 11,522 shares; 2025Q2: 11,523 shares; 2025Q3: 11,568 shares; 2025Q4: 11,735 shares; 2026Q1: 11,544 shares; 2026Q2: 11,604 shares 11,604 $2.53M 0.15% +60 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: 516 shares; 2024Q4: 588 shares; 2025Q1: 647 shares; 2025Q2: 766 shares; 2025Q3: 734 shares; 2025Q4: 759 shares; 2026Q1: 786 shares; 2026Q2: 8,088 shares 8,088 $2.44M 0.14% +7,302 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: 1,506 shares; 2024Q4: 1,564 shares; 2025Q1: 1,643 shares; 2025Q2: 1,820 shares; 2025Q3: 1,731 shares; 2025Q4: 1,933 shares; 2026Q1: 1,986 shares; 2026Q2: 2,076 shares 2,076 $2.44M 0.14% +90 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: 2,867 shares; 2025Q4: 2,555 shares; 2026Q1: 1,587 shares; 2026Q2: 1,058 shares 1,058 $2.41M 0.14% -529 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,204 shares; 2024Q4: 58,460 shares; 2025Q1: 55,744 shares; 2025Q2: 55,590 shares; 2025Q3: 55,627 shares; 2025Q4: 54,121 shares; 2026Q1: 54,220 shares; 2026Q2: 82,474 shares 82,474 $2.39M 0.14% +28,254 Timeline ACT ENACT HLDGS INC More: the full row for ENACT 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: 33,481 shares; 2025Q4: 33,475 shares; 2026Q1: 52,041 shares; 2026Q2: 52,051 shares 52,051 $2.38M 0.14% +10 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: 13,518 shares; 2024Q4: 15,875 shares; 2025Q1: 16,767 shares; 2025Q2: 15,593 shares; 2025Q3: 15,919 shares; 2025Q4: 16,819 shares; 2026Q1: 17,577 shares; 2026Q2: 17,830 shares 17,830 $2.29M 0.13% +253 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: 26,033 shares; 2024Q4: 27,051 shares; 2025Q1: 26,930 shares; 2025Q2: 26,930 shares; 2025Q3: 28,260 shares; 2025Q4: 28,495 shares; 2026Q1: 28,787 shares; 2026Q2: 28,787 shares 28,787 $2.29M 0.13% 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: 16,781 shares; 2024Q4: 16,522 shares; 2025Q1: 16,215 shares; 2025Q2: 15,407 shares; 2025Q3: 15,228 shares; 2025Q4: 15,240 shares; 2026Q1: 15,241 shares; 2026Q2: 15,003 shares 15,003 $2.28M 0.13% -238 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: 63,841 shares; 2024Q4: 71,453 shares; 2025Q1: 96,911 shares; 2025Q2: 99,048 shares; 2025Q3: 99,124 shares; 2025Q4: 103,220 shares; 2026Q1: 126,952 shares; 2026Q2: 126,637 shares 126,637 $2.25M 0.13% -315 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: 4,435 shares; 2024Q4: 4,274 shares; 2025Q1: 4,805 shares; 2025Q2: 5,285 shares; 2025Q3: 5,330 shares; 2025Q4: 5,656 shares; 2026Q1: 4,613 shares; 2026Q2: 5,369 shares 5,369 $2.23M 0.13% +756 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,742 shares; 2025Q4: 35,604 shares; 2026Q1: 42,350 shares; 2026Q2: 46,553 shares 46,553 $2.19M 0.13% +4,203 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,569 shares; 2024Q4: 14,492 shares; 2025Q1: 14,182 shares; 2025Q2: 14,081 shares; 2025Q3: 13,958 shares; 2025Q4: 14,105 shares; 2026Q1: 13,776 shares; 2026Q2: 13,819 shares 13,819 $2.13M 0.12% +43 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: 8,737 shares; 2024Q4: 9,605 shares; 2025Q1: 10,589 shares; 2025Q2: 10,526 shares; 2025Q3: 11,760 shares; 2025Q4: 12,185 shares; 2026Q1: 12,347 shares; 2026Q2: 12,434 shares 12,434 $2.06M 0.12% +87 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: 5,773 shares; 2024Q4: 5,863 shares; 2025Q1: 6,397 shares; 2025Q2: 7,265 shares; 2025Q3: 7,200 shares; 2025Q4: 6,733 shares; 2026Q1: 6,813 shares; 2026Q2: 6,661 shares 6,661 $1.99M 0.11% -152 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,148 shares; 2024Q4: 38,836 shares; 2025Q1: 41,488 shares; 2025Q2: 44,851 shares; 2025Q3: 47,338 shares; 2025Q4: 47,500 shares; 2026Q1: 46,267 shares; 2026Q2: 43,540 shares 43,540 $1.96M 0.11% -2,727 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,820 shares; 2024Q4: 27,150 shares; 2025Q1: 29,703 shares; 2025Q2: 30,243 shares; 2025Q3: 32,820 shares; 2025Q4: 33,254 shares; 2026Q1: 33,998 shares; 2026Q2: 34,622 shares 34,622 $1.96M 0.11% +624 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: 4,349 shares; 2024Q4: 5,003 shares; 2025Q1: 5,594 shares; 2025Q2: 6,025 shares; 2025Q3: 5,815 shares; 2025Q4: 6,602 shares; 2026Q1: 6,999 shares; 2026Q2: 6,911 shares 6,911 $1.94M 0.11% -88 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,827 shares; 2024Q4: 57,828 shares; 2025Q1: 68,371 shares; 2025Q2: 70,758 shares; 2025Q3: 68,398 shares; 2025Q4: 73,876 shares; 2026Q1: 72,025 shares; 2026Q2: 69,876 shares 69,876 $1.9M 0.11% -2,149 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: 3,291 shares; 2024Q4: 3,277 shares; 2025Q1: 3,385 shares; 2025Q2: 3,417 shares; 2025Q3: 3,468 shares; 2025Q4: 7,888 shares; 2026Q1: 17,427 shares; 2026Q2: 18,902 shares 18,902 $1.88M 0.11% +1,475 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: 2,019 shares; 2024Q4: 2,082 shares; 2025Q1: 2,273 shares; 2025Q2: 2,451 shares; 2025Q3: 2,251 shares; 2025Q4: 2,191 shares; 2026Q1: 2,328 shares; 2026Q2: 2,459 shares 2,459 $1.88M 0.11% +131 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 2,257 shares; 2025Q1: 1,558 shares; 2025Q2: 1,573 shares; 2025Q3: 1,845 shares; 2025Q4: 1,872 shares; 2026Q1: 1,882 shares; 2026Q2: 15,606 shares 15,606 $1.87M 0.11% +13,724 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: 2,353 shares; 2024Q4: 2,311 shares; 2025Q1: 2,737 shares; 2025Q2: 3,878 shares; 2025Q3: 3,776 shares; 2025Q4: 3,331 shares; 2026Q1: 3,519 shares; 2026Q2: 3,556 shares 3,556 $1.85M 0.11% +37 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,765 shares; 2024Q4: 6,735 shares; 2025Q1: 6,882 shares; 2025Q2: 7,139 shares; 2025Q3: 7,174 shares; 2025Q4: 7,198 shares; 2026Q1: 7,218 shares; 2026Q2: 7,563 shares 7,563 $1.8M 0.1% +345 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: 24,643 shares; 2024Q4: 26,263 shares; 2025Q1: 28,176 shares; 2025Q2: 27,094 shares; 2025Q3: 27,727 shares; 2025Q4: 28,299 shares; 2026Q1: 29,069 shares; 2026Q2: 31,074 shares 31,074 $1.77M 0.1% +2,005 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,293 shares; 2024Q4: 43,489 shares; 2025Q1: 43,169 shares; 2025Q2: 43,627 shares; 2025Q3: 43,741 shares; 2025Q4: 41,287 shares; 2026Q1: 41,018 shares; 2026Q2: 36,499 shares 36,499 $1.76M 0.1% -4,519 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: 1,401 shares; 2024Q4: 1,423 shares; 2025Q1: 1,550 shares; 2025Q2: 1,662 shares; 2025Q3: 1,632 shares; 2025Q4: 1,621 shares; 2026Q1: 1,622 shares; 2026Q2: 1,733 shares 1,733 $1.75M 0.1% +111 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: 1,277 shares; 2024Q4: 2,590 shares; 2025Q1: 3,107 shares; 2025Q2: 3,226 shares; 2025Q3: 3,211 shares; 2025Q4: 3,348 shares; 2026Q1: 4,874 shares; 2026Q2: 5,065 shares 5,065 $1.73M 0.1% +191 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: 2,130 shares; 2024Q4: 2,149 shares; 2025Q1: 2,355 shares; 2025Q2: 2,676 shares; 2025Q3: 2,633 shares; 2025Q4: 25,652 shares; 2026Q1: 26,762 shares; 2026Q2: 24,172 shares 24,172 $1.73M 0.1% -2,590 Timeline JPIE 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: 16,228 shares; 2024Q4: 15,626 shares; 2025Q1: 24,220 shares; 2025Q2: 24,766 shares; 2025Q3: 37,395 shares; 2025Q4: 42,558 shares; 2026Q1: 42,600 shares; 2026Q2: 36,947 shares 36,947 $1.7M 0.1% -5,653 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,656 shares; 2024Q4: 17,859 shares; 2025Q1: 18,068 shares; 2025Q2: 16,711 shares; 2025Q3: 18,356 shares; 2025Q4: 17,568 shares; 2026Q1: 20,637 shares; 2026Q2: 21,121 shares 21,121 $1.67M 0.1% +484 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: 2,174 shares; 2025Q4: 2,516 shares; 2026Q1: 2,616 shares; 2026Q2: 2,587 shares 2,587 $1.65M 0.1% -29 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: 1,890 shares; 2024Q4: 2,247 shares; 2025Q1: 2,064 shares; 2025Q2: 1,899 shares; 2025Q3: 1,799 shares; 2025Q4: 1,722 shares; 2026Q1: 2,014 shares; 2026Q2: 2,206 shares 2,206 $1.62M 0.09% +192 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,483 shares; 2024Q4: 14,222 shares; 2025Q1: 15,301 shares; 2025Q2: 16,540 shares; 2025Q3: 16,227 shares; 2025Q4: 16,623 shares; 2026Q1: 16,851 shares; 2026Q2: 17,023 shares 17,023 $1.62M 0.09% +172 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: 13,304 shares; 2024Q4: 13,971 shares; 2025Q1: 15,570 shares; 2025Q2: 21,505 shares; 2025Q3: 21,109 shares; 2025Q4: 20,402 shares; 2026Q1: 20,664 shares; 2026Q2: 18,266 shares 18,266 $1.6M 0.09% -2,398 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,573 shares; 2024Q4: 6,430 shares; 2025Q1: 6,440 shares; 2025Q2: 6,444 shares; 2025Q3: 6,440 shares; 2025Q4: 6,458 shares; 2026Q1: 6,994 shares; 2026Q2: 7,096 shares 7,096 $1.57M 0.09% +102 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: 2,291 shares; 2024Q4: 2,798 shares; 2025Q1: 3,007 shares; 2025Q2: 2,866 shares; 2025Q3: 2,978 shares; 2025Q4: 3,040 shares; 2026Q1: 3,173 shares; 2026Q2: 3,114 shares 3,114 $1.56M 0.09% -59 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,316 shares; 2024Q4: 20,316 shares; 2025Q1: 22,283 shares; 2025Q2: 24,805 shares; 2025Q3: 26,928 shares; 2025Q4: 27,415 shares; 2026Q1: 28,774 shares; 2026Q2: 29,368 shares 29,368 $1.56M 0.09% +594 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,174 shares; 2024Q4: 1,175 shares; 2025Q1: 5,382 shares; 2025Q2: 5,391 shares; 2025Q3: 4,236 shares; 2025Q4: 8,448 shares; 2026Q1: 8,451 shares; 2026Q2: 8,175 shares 8,175 $1.56M 0.09% -276 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,112 shares; 2024Q4: 7,990 shares; 2025Q1: 8,897 shares; 2025Q2: 9,069 shares; 2025Q3: 9,459 shares; 2025Q4: 9,525 shares; 2026Q1: 9,528 shares; 2026Q2: 9,632 shares 9,632 $1.51M 0.09% +104 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,101 shares 4,101 $1.5M 0.09% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,415 shares; 2024Q4: 3,428 shares; 2025Q1: 4,303 shares; 2025Q2: 5,897 shares; 2025Q3: 5,779 shares; 2025Q4: 5,239 shares; 2026Q1: 5,430 shares; 2026Q2: 5,469 shares 5,469 $1.49M 0.09% +39 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: 5,370 shares; 2024Q4: 5,429 shares; 2025Q1: 6,097 shares; 2025Q2: 7,228 shares; 2025Q3: 7,348 shares; 2025Q4: 7,433 shares; 2026Q1: 7,552 shares; 2026Q2: 7,810 shares 7,810 $1.48M 0.09% +258 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: 4,911 shares; 2024Q4: 4,933 shares; 2025Q1: 5,400 shares; 2025Q2: 4,908 shares; 2025Q3: 4,847 shares; 2025Q4: 4,318 shares; 2026Q1: 4,217 shares; 2026Q2: 3,997 shares 3,997 $1.47M 0.09% -220 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: 9,105 shares; 2024Q4: 8,514 shares; 2025Q1: 9,570 shares; 2025Q2: 9,631 shares; 2025Q3: 10,267 shares; 2025Q4: 10,083 shares; 2026Q1: 9,854 shares; 2026Q2: 10,746 shares 10,746 $1.46M 0.08% +892 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: 5,713 shares; 2024Q4: 5,650 shares; 2025Q1: 6,081 shares; 2025Q2: 6,543 shares; 2025Q3: 6,548 shares; 2025Q4: 6,661 shares; 2026Q1: 6,632 shares; 2026Q2: 6,927 shares 6,927 $1.45M 0.08% +295 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: 6,710 shares; 2025Q1: 7,030 shares; 2025Q2: 7,603 shares; 2025Q3: 7,939 shares; 2025Q4: 7,502 shares; 2026Q1: 8,238 shares; 2026Q2: 8,283 shares 8,283 $1.41M 0.08% +45 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: 2,796 shares; 2024Q4: 2,888 shares; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 2,865 shares; 2025Q4: 3,393 shares; 2026Q1: 3,741 shares; 2026Q2: 4,541 shares 4,541 $1.35M 0.08% +800 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,612 shares; 2024Q4: 9,708 shares; 2025Q1: 10,821 shares; 2025Q2: 11,585 shares; 2025Q3: 12,142 shares; 2025Q4: 12,086 shares; 2026Q1: 12,672 shares; 2026Q2: 13,008 shares 13,008 $1.35M 0.08% +336 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,310 shares; 2025Q2: 3,357 shares; 2025Q3: 3,323 shares; 2025Q4: 3,617 shares; 2026Q1: 3,890 shares; 2026Q2: 4,032 shares 4,032 $1.35M 0.08% +142 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,488 shares; 2026Q2: 23,311 shares 23,311 $1.32M 0.08% +12,823 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,970 shares; 2026Q2: 6,926 shares 6,926 $1.31M 0.08% -44 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: 2,380 shares; 2024Q4: 2,377 shares; 2025Q1: 2,386 shares; 2025Q2: 2,421 shares; 2025Q3: 2,366 shares; 2025Q4: 2,374 shares; 2026Q1: 2,376 shares; 2026Q2: 2,368 shares 2,368 $1.25M 0.07% -8 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,775 shares; 2024Q4: 7,753 shares; 2025Q1: 8,024 shares; 2025Q2: 8,373 shares; 2025Q3: 8,354 shares; 2025Q4: 8,884 shares; 2026Q1: 9,509 shares; 2026Q2: 11,908 shares 11,908 $1.25M 0.07% +2,399 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: 2,458 shares; 2024Q4: 2,443 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 2,425 shares; 2025Q4: 2,411 shares; 2026Q1: 2,416 shares; 2026Q2: 14,501 shares 14,501 $1.25M 0.07% +12,085 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,147 shares; 2024Q4: 12,886 shares; 2025Q1: 13,671 shares; 2025Q2: 14,232 shares; 2025Q3: 13,947 shares; 2025Q4: 14,905 shares; 2026Q1: 16,075 shares; 2026Q2: 19,494 shares 19,494 $1.23M 0.07% +3,419 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: 2,349 shares; 2024Q4: 2,296 shares; 2025Q1: 2,788 shares; 2025Q2: 2,781 shares; 2025Q3: 2,855 shares; 2025Q4: 3,290 shares; 2026Q1: 3,389 shares; 2026Q2: 3,399 shares 3,399 $1.23M 0.07% +10 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 201 shares; 2025Q1: 219 shares; 2025Q2: 282 shares; 2025Q3: 281 shares; 2025Q4: 273 shares; 2026Q1: 245 shares; 2026Q2: 6,883 shares 6,883 $1.23M 0.07% +6,638 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,702 shares; 2024Q4: 4,366 shares; 2025Q1: 4,530 shares; 2025Q2: 4,683 shares; 2025Q3: 4,913 shares; 2025Q4: 4,688 shares; 2026Q1: 5,271 shares; 2026Q2: 5,391 shares 5,391 $1.21M 0.07% +120 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: 5,717 shares; 2024Q4: 5,729 shares; 2025Q1: 6,838 shares; 2025Q2: 7,066 shares; 2025Q3: 7,121 shares; 2025Q4: 7,318 shares; 2026Q1: 7,893 shares; 2026Q2: 8,618 shares 8,618 $1.21M 0.07% +725 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: 2,110 shares; 2024Q4: 2,134 shares; 2025Q1: 2,342 shares; 2025Q2: 2,460 shares; 2025Q3: 2,493 shares; 2025Q4: 2,561 shares; 2026Q1: 2,646 shares; 2026Q2: 3,030 shares 3,030 $1.2M 0.07% +384 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,112 shares; 2024Q4: 43,241 shares; 2025Q1: 45,999 shares; 2025Q2: 47,050 shares; 2025Q3: 49,331 shares; 2025Q4: 50,283 shares; 2026Q1: 50,219 shares; 2026Q2: 50,641 shares 50,641 $1.19M 0.07% +422 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,122 shares; 2025Q1: 7,955 shares; 2025Q2: 9,526 shares; 2025Q3: 9,838 shares; 2025Q4: 9,195 shares; 2026Q1: 10,275 shares; 2026Q2: 10,081 shares 10,081 $1.18M 0.07% -194 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,853 shares; 2024Q4: 32,120 shares; 2025Q1: 28,105 shares; 2025Q2: 31,814 shares; 2025Q3: 27,622 shares; 2025Q4: 24,661 shares; 2026Q1: 22,643 shares; 2026Q2: 23,237 shares 23,237 $1.18M 0.07% +594 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: 9,943 shares; 2024Q4: 10,116 shares; 2025Q1: 11,870 shares; 2025Q2: 12,750 shares; 2025Q3: 13,159 shares; 2025Q4: 13,745 shares; 2026Q1: 13,462 shares; 2026Q2: 14,211 shares 14,211 $1.17M 0.07% +749 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,875 shares; 2024Q4: 4,084 shares; 2025Q1: 4,578 shares; 2025Q2: 5,199 shares; 2025Q3: 5,580 shares; 2025Q4: 5,597 shares; 2026Q1: 5,618 shares; 2026Q2: 5,618 shares 5,618 $1.16M 0.07% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,709 shares; 2024Q4: 7,717 shares; 2025Q1: 7,998 shares; 2025Q2: 8,217 shares; 2025Q3: 8,235 shares; 2025Q4: 8,112 shares; 2026Q1: 8,428 shares; 2026Q2: 8,431 shares 8,431 $1.15M 0.07% +3 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,645 shares; 2024Q4: 24,269 shares; 2025Q1: 29,077 shares; 2025Q2: 30,622 shares; 2025Q3: 33,080 shares; 2025Q4: 31,807 shares; 2026Q1: 30,287 shares; 2026Q2: 39,669 shares 39,669 $1.15M 0.07% +9,382 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,298 shares; 2024Q4: 4,313 shares; 2025Q1: 4,323 shares; 2025Q2: 4,335 shares; 2025Q3: 4,345 shares; 2025Q4: 4,355 shares; 2026Q1: 4,365 shares; 2026Q2: 13,822 shares 13,822 $1.13M 0.07% +9,457 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,104 shares; 2024Q4: 3,963 shares; 2025Q1: 4,983 shares; 2025Q2: 5,765 shares; 2025Q3: 5,664 shares; 2025Q4: 5,669 shares; 2026Q1: 5,873 shares; 2026Q2: 6,211 shares 6,211 $1.12M 0.07% +338 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: 3,662 shares; 2024Q4: 3,675 shares; 2025Q1: 4,101 shares; 2025Q2: 4,229 shares; 2025Q3: 4,515 shares; 2025Q4: 4,491 shares; 2026Q1: 4,963 shares; 2026Q2: 4,106 shares 4,106 $1.11M 0.06% -857 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: 2,811 shares; 2024Q4: 3,009 shares; 2025Q1: 3,673 shares; 2025Q2: 3,683 shares; 2025Q3: 3,985 shares; 2025Q4: 4,732 shares; 2026Q1: 4,682 shares; 2026Q2: 5,112 shares 5,112 $1.11M 0.06% +430 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 2,967 shares; 2025Q1: 3,217 shares; 2025Q2: 3,358 shares; 2025Q3: 3,355 shares; 2025Q4: 3,113 shares; 2026Q1: 3,056 shares; 2026Q2: 3,251 shares 3,251 $1.1M 0.06% +195 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: 7,617 shares; 2024Q4: 7,039 shares; 2025Q1: 7,394 shares; 2025Q2: 7,790 shares; 2025Q3: 7,487 shares; 2025Q4: 6,870 shares; 2026Q1: 7,141 shares; 2026Q2: 7,187 shares 7,187 $1.09M 0.06% +46 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,772 shares; 2024Q4: 10,959 shares; 2025Q1: 10,874 shares; 2025Q2: 9,688 shares; 2025Q3: 9,612 shares; 2025Q4: 9,068 shares; 2026Q1: 9,379 shares; 2026Q2: 9,535 shares 9,535 $1.09M 0.06% +156 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,471 shares; 2024Q4: 3,457 shares; 2025Q1: 3,699 shares; 2025Q2: 4,267 shares; 2025Q3: 4,326 shares; 2025Q4: 4,578 shares; 2026Q1: 4,713 shares; 2026Q2: 4,748 shares 4,748 $1.08M 0.06% +35 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,344 shares; 2024Q4: 11,857 shares; 2025Q1: 13,260 shares; 2025Q2: 13,440 shares; 2025Q3: 13,024 shares; 2025Q4: 13,493 shares; 2026Q1: 14,114 shares; 2026Q2: 18,515 shares 18,515 $1.06M 0.06% +4,401 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,407 shares; 2024Q4: 4,432 shares; 2025Q1: 4,691 shares; 2025Q2: 4,763 shares; 2025Q3: 4,881 shares; 2025Q4: 4,755 shares; 2026Q1: 4,987 shares; 2026Q2: 4,721 shares 4,721 $1.04M 0.06% -266 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: 9,066 shares; 2024Q4: 19,746 shares; 2025Q1: 21,044 shares; 2025Q2: 21,175 shares; 2025Q3: 17,155 shares; 2025Q4: 34,550 shares; 2026Q1: 34,949 shares; 2026Q2: 36,965 shares 36,965 $1.02M 0.06% +2,016 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,455 shares; 2024Q4: 17,556 shares; 2025Q1: 18,564 shares; 2025Q2: 18,655 shares; 2025Q3: 19,305 shares; 2025Q4: 18,522 shares; 2026Q1: 18,944 shares; 2026Q2: 20,470 shares 20,470 $1.01M 0.06% +1,526 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: 4,046 shares; 2024Q4: 4,110 shares; 2025Q1: 4,760 shares; 2025Q2: 5,105 shares; 2025Q3: 5,042 shares; 2025Q4: 4,972 shares; 2026Q1: 5,183 shares; 2026Q2: 5,482 shares 5,482 $1.01M 0.06% +299 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: 12,191 shares; 2024Q4: 12,466 shares; 2025Q1: 12,541 shares; 2025Q2: 12,545 shares; 2025Q3: 12,547 shares; 2025Q4: 13,276 shares; 2026Q1: 13,301 shares; 2026Q2: 13,352 shares 13,352 $1.01M 0.06% +51 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: 6,429 shares; 2024Q4: 7,475 shares; 2025Q1: 8,635 shares; 2025Q2: 9,445 shares; 2025Q3: 9,358 shares; 2025Q4: 8,570 shares; 2026Q1: 9,224 shares; 2026Q2: 10,363 shares 10,363 $997K 0.06% +1,139 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,777 shares; 2024Q4: 5,898 shares; 2025Q1: 6,163 shares; 2025Q2: 6,368 shares; 2025Q3: 6,284 shares; 2025Q4: 6,264 shares; 2026Q1: 6,614 shares; 2026Q2: 6,806 shares 6,806 $974K 0.06% +192 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: 1,457 shares; 2024Q4: 1,497 shares; 2025Q1: 1,738 shares; 2025Q2: 1,888 shares; 2025Q3: 1,776 shares; 2025Q4: 1,800 shares; 2026Q1: 1,861 shares; 2026Q2: 1,905 shares 1,905 $971K 0.06% +44 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: 948 shares; 2024Q4: 947 shares; 2025Q1: 1,107 shares; 2025Q2: 1,196 shares; 2025Q3: 1,209 shares; 2025Q4: 1,215 shares; 2026Q1: 1,230 shares; 2026Q2: 1,284 shares 1,284 $970K 0.06% +54 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: 5,931 shares; 2024Q4: 6,674 shares; 2025Q1: 7,150 shares; 2025Q2: 8,261 shares; 2025Q3: 7,830 shares; 2025Q4: 9,048 shares; 2026Q1: 9,379 shares; 2026Q2: 12,911 shares 12,911 $960K 0.06% +3,532 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,357 shares; 2024Q4: 5,756 shares; 2025Q1: 6,964 shares; 2025Q2: 7,639 shares; 2025Q3: 7,808 shares; 2025Q4: 7,867 shares; 2026Q1: 7,828 shares; 2026Q2: 7,876 shares 7,876 $956K 0.06% +48 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: 2,407 shares; 2024Q4: 2,473 shares; 2025Q1: 2,564 shares; 2025Q2: 2,693 shares; 2025Q3: 2,642 shares; 2025Q4: 2,698 shares; 2026Q1: 2,697 shares; 2026Q2: 2,786 shares 2,786 $949K 0.05% +89 Timeline STXF 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: 17,034 shares; 2024Q4: 18,357 shares; 2025Q1: 18,401 shares; 2025Q2: 18,464 shares; 2025Q3: 18,646 shares; 2025Q4: 19,231 shares; 2026Q1: 19,525 shares; 2026Q2: 19,575 shares 19,575 $945K 0.05% +50 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,934 shares; 2024Q4: 8,489 shares; 2025Q1: 10,208 shares; 2025Q2: 10,021 shares; 2025Q3: 10,451 shares; 2025Q4: 11,701 shares; 2026Q1: 11,709 shares; 2026Q2: 12,101 shares 12,101 $938K 0.05% +392 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,804 shares; 2024Q4: 4,815 shares; 2025Q1: 4,825 shares; 2025Q2: 4,161 shares; 2025Q3: 3,421 shares; 2025Q4: 3,497 shares; 2026Q1: 5,876 shares; 2026Q2: 5,896 shares 5,896 $932K 0.05% +20 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: 4,739 shares; 2024Q4: 4,768 shares; 2025Q1: 5,251 shares; 2025Q2: 6,639 shares; 2025Q3: 6,043 shares; 2025Q4: 6,571 shares; 2026Q1: 6,782 shares; 2026Q2: 6,860 shares 6,860 $929K 0.05% +78 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,846 shares 16,846 $927K 0.05% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 1,576 shares; 2025Q4: 1,729 shares; 2026Q1: 1,975 shares; 2026Q2: 2,146 shares 2,146 $926K 0.05% +171 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,479 shares; 2024Q4: 53,149 shares; 2025Q1: 60,666 shares; 2025Q2: 61,180 shares; 2025Q3: 64,842 shares; 2025Q4: 65,067 shares; 2026Q1: 66,357 shares; 2026Q2: 67,009 shares 67,009 $925K 0.05% +652 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: 7,709 shares; 2024Q4: 8,212 shares; 2025Q1: 9,382 shares; 2025Q2: 9,580 shares; 2025Q3: 10,220 shares; 2025Q4: 9,862 shares; 2026Q1: 10,081 shares; 2026Q2: 9,936 shares 9,936 $917K 0.05% -145 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,435 shares; 2024Q4: not reported; 2025Q1: 11,274 shares; 2025Q2: 12,550 shares; 2025Q3: 13,630 shares; 2025Q4: 14,397 shares; 2026Q1: 25,314 shares; 2026Q2: 28,156 shares 28,156 $905K 0.05% +2,842 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,108 shares; 2026Q1: 17,108 shares; 2026Q2: 16,954 shares 16,954 $902K 0.05% -154 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,592 shares; 2024Q4: 32,254 shares; 2025Q1: 39,415 shares; 2025Q2: 45,096 shares; 2025Q3: 44,812 shares; 2025Q4: 45,383 shares; 2026Q1: 54,997 shares; 2026Q2: 62,103 shares 62,103 $900K 0.05% +7,106 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,769 shares; 2024Q4: 8,919 shares; 2025Q1: 9,960 shares; 2025Q2: 11,454 shares; 2025Q3: 11,712 shares; 2025Q4: 11,580 shares; 2026Q1: 12,049 shares; 2026Q2: 12,427 shares 12,427 $894K 0.05% +378 Timeline PXF 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: 11,324 shares; 2024Q4: 11,324 shares; 2025Q1: 11,324 shares; 2025Q2: 11,324 shares; 2025Q3: 11,324 shares; 2025Q4: 11,324 shares; 2026Q1: 11,324 shares; 2026Q2: 11,665 shares 11,665 $882K 0.05% +341 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: 803 shares; 2025Q1: 863 shares; 2025Q2: 944 shares; 2025Q3: 938 shares; 2025Q4: 891 shares; 2026Q1: 878 shares; 2026Q2: 914 shares 914 $879K 0.05% +36 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: 8,528 shares; 2024Q4: 8,740 shares; 2025Q1: 8,840 shares; 2025Q2: 8,933 shares; 2025Q3: 8,922 shares; 2025Q4: 8,613 shares; 2026Q1: 8,344 shares; 2026Q2: 8,509 shares 8,509 $875K 0.05% +165 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,568 shares; 2024Q4: 15,532 shares; 2025Q1: 17,955 shares; 2025Q2: 16,095 shares; 2025Q3: 15,975 shares; 2025Q4: 15,045 shares; 2026Q1: 16,234 shares; 2026Q2: 19,581 shares 19,581 $867K 0.05% +3,347 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: 20,280 shares; 2025Q1: 17,865 shares; 2025Q2: 17,930 shares; 2025Q3: 17,763 shares; 2025Q4: 17,544 shares; 2026Q1: 16,347 shares; 2026Q2: 16,335 shares 16,335 $863K 0.05% -12 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: 19,563 shares; 2024Q4: 16,883 shares; 2025Q1: 18,857 shares; 2025Q2: 22,292 shares; 2025Q3: 21,177 shares; 2025Q4: 20,054 shares; 2026Q1: 20,634 shares; 2026Q2: 20,363 shares 20,363 $862K 0.05% -271 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,635 shares; 2025Q4: 9,300 shares; 2026Q1: 20,450 shares; 2026Q2: 49,397 shares 49,397 $858K 0.05% +28,947 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: 6,651 shares; 2024Q4: 7,023 shares; 2025Q1: 7,592 shares; 2025Q2: 7,751 shares; 2025Q3: 7,213 shares; 2025Q4: 7,891 shares; 2026Q1: 8,255 shares; 2026Q2: 8,294 shares 8,294 $848K 0.05% +39 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,792 shares; 2024Q4: 29,438 shares; 2025Q1: 31,880 shares; 2025Q2: 31,876 shares; 2025Q3: 33,315 shares; 2025Q4: 33,526 shares; 2026Q1: 33,434 shares; 2026Q2: 33,746 shares 33,746 $846K 0.05% +312 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,402 shares; 2025Q1: 1,510 shares; 2025Q2: 1,419 shares; 2025Q3: 1,274 shares; 2025Q4: 1,373 shares; 2026Q1: 1,382 shares; 2026Q2: 3,144 shares 3,144 $843K 0.05% +1,762 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,275 shares; 2024Q4: 24,344 shares; 2025Q1: 26,817 shares; 2025Q2: 26,753 shares; 2025Q3: 25,406 shares; 2025Q4: 25,622 shares; 2026Q1: 27,947 shares; 2026Q2: 68,239 shares 68,239 $826K 0.05% +40,292 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: 3,948 shares; 2024Q4: 4,848 shares; 2025Q1: 5,188 shares; 2025Q2: 5,029 shares; 2025Q3: 5,138 shares; 2025Q4: 5,150 shares; 2026Q1: 4,910 shares; 2026Q2: 5,056 shares 5,056 $819K 0.05% +146 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,862 shares; 2024Q4: 22,063 shares; 2025Q1: 22,068 shares; 2025Q2: 22,727 shares; 2025Q3: 22,733 shares; 2025Q4: 22,740 shares; 2026Q1: 23,610 shares; 2026Q2: 42,266 shares 42,266 $808K 0.05% +18,656 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,019 shares; 2024Q4: 12,044 shares; 2025Q1: 12,076 shares; 2025Q2: 12,002 shares; 2025Q3: 11,967 shares; 2025Q4: 12,707 shares; 2026Q1: 14,444 shares; 2026Q2: 14,426 shares 14,426 $807K 0.05% -18 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,071 shares; 2024Q4: 15,075 shares; 2025Q1: 14,318 shares; 2025Q2: 14,131 shares; 2025Q3: 12,808 shares; 2025Q4: 11,558 shares; 2026Q1: 11,558 shares; 2026Q2: 11,570 shares 11,570 $804K 0.05% +12 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,244 shares; 2024Q4: 8,003 shares; 2025Q1: 8,581 shares; 2025Q2: 8,739 shares; 2025Q3: 9,125 shares; 2025Q4: 9,481 shares; 2026Q1: 9,277 shares; 2026Q2: 9,617 shares 9,617 $801K 0.05% +340 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577 shares; 2024Q4: 579 shares; 2025Q1: 624 shares; 2025Q2: 699 shares; 2025Q3: 705 shares; 2025Q4: 730 shares; 2026Q1: 727 shares; 2026Q2: 819 shares 819 $801K 0.05% +92 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: 31,580 shares; 2024Q4: 33,050 shares; 2025Q1: 36,682 shares; 2025Q2: 39,309 shares; 2025Q3: 39,986 shares; 2025Q4: 32,208 shares; 2026Q1: 37,657 shares; 2026Q2: 38,536 shares 38,536 $798K 0.05% +879 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,352 shares; 2024Q4: 181,096 shares; 2025Q1: 203,465 shares; 2025Q2: 186,269 shares; 2025Q3: 215,831 shares; 2025Q4: 251,624 shares; 2026Q1: 315,828 shares; 2026Q2: 353,018 shares 353,018 $794K 0.05% +37,190 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: 1,334 shares; 2024Q4: 1,385 shares; 2025Q1: 1,589 shares; 2025Q2: 2,264 shares; 2025Q3: 2,070 shares; 2025Q4: 2,309 shares; 2026Q1: 2,414 shares; 2026Q2: 1,995 shares 1,995 $793K 0.05% -419 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,281 shares; 2025Q1: 1,462 shares; 2025Q2: 2,407 shares; 2025Q3: 2,102 shares; 2025Q4: 2,108 shares; 2026Q1: 2,121 shares; 2026Q2: 2,130 shares 2,130 $789K 0.05% +9 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,367 shares; 2024Q4: 12,866 shares; 2025Q1: 13,558 shares; 2025Q2: 15,429 shares; 2025Q3: 15,534 shares; 2025Q4: 15,721 shares; 2026Q1: 16,401 shares; 2026Q2: 16,542 shares 16,542 $786K 0.05% +141 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: 745 shares; 2024Q4: 798 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 899 shares; 2025Q4: 986 shares; 2026Q1: 1,002 shares; 2026Q2: 1,088 shares 1,088 $783K 0.05% +86 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,381 shares; 2024Q4: 23,782 shares; 2025Q1: 47,264 shares; 2025Q2: 66,675 shares; 2025Q3: 77,797 shares; 2025Q4: 85,405 shares; 2026Q1: 125,162 shares; 2026Q2: 200,765 shares 200,765 $781K 0.05% +75,603 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,862 shares; 2025Q1: 2,003 shares; 2025Q2: 4,234 shares; 2025Q3: 4,267 shares; 2025Q4: 5,055 shares; 2026Q1: 3,788 shares; 2026Q2: 3,886 shares 3,886 $780K 0.05% +98 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: 3,628 shares; 2024Q4: 3,351 shares; 2025Q1: 3,787 shares; 2025Q2: 4,207 shares; 2025Q3: 4,498 shares; 2025Q4: 4,539 shares; 2026Q1: 4,376 shares; 2026Q2: 4,064 shares 4,064 $774K 0.04% -312 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: 4,973 shares; 2025Q1: 6,046 shares; 2025Q2: 5,384 shares; 2025Q3: 6,147 shares; 2025Q4: 6,430 shares; 2026Q1: 8,982 shares; 2026Q2: 14,931 shares 14,931 $767K 0.04% +5,949 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 784 shares; 2026Q2: 793 shares 793 $765K 0.04% +9 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,436 shares; 2024Q4: 11,792 shares; 2025Q1: 13,012 shares; 2025Q2: 13,653 shares; 2025Q3: 13,663 shares; 2025Q4: 13,674 shares; 2026Q1: 13,678 shares; 2026Q2: 14,228 shares 14,228 $765K 0.04% +550 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: 31,446 shares; 2024Q4: 32,708 shares; 2025Q1: 34,147 shares; 2025Q2: 34,075 shares; 2025Q3: 32,251 shares; 2025Q4: 33,346 shares; 2026Q1: 35,131 shares; 2026Q2: 31,747 shares 31,747 $764K 0.04% -3,384 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 1,629 shares; 2025Q1: 1,672 shares; 2025Q2: 1,860 shares; 2025Q3: 1,907 shares; 2025Q4: 1,877 shares; 2026Q1: 1,909 shares; 2026Q2: 2,035 shares 2,035 $764K 0.04% +126 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,994 shares; 2024Q4: 4,127 shares; 2025Q1: 4,531 shares; 2025Q2: 4,840 shares; 2025Q3: 4,672 shares; 2025Q4: 4,242 shares; 2026Q1: 3,696 shares; 2026Q2: 4,955 shares 4,955 $764K 0.04% +1,259 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,518 shares; 2025Q1: 2,009 shares; 2025Q2: 2,423 shares; 2025Q3: 1,836 shares; 2025Q4: 1,898 shares; 2026Q1: 1,801 shares; 2026Q2: 1,973 shares 1,973 $763K 0.04% +172 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: 3,511 shares; 2024Q4: 3,521 shares; 2025Q1: 3,773 shares; 2025Q2: 4,131 shares; 2025Q3: 3,987 shares; 2025Q4: 4,110 shares; 2026Q1: 4,897 shares; 2026Q2: 4,963 shares 4,963 $762K 0.04% +66 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,317 shares; 2024Q4: 4,325 shares; 2025Q1: 4,298 shares; 2025Q2: 4,308 shares; 2025Q3: 4,275 shares; 2025Q4: 4,278 shares; 2026Q1: 5,077 shares; 2026Q2: 5,067 shares 5,067 $761K 0.04% -10 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 2,035 shares; 2025Q1: 2,175 shares; 2025Q2: 2,334 shares; 2025Q3: 2,316 shares; 2025Q4: 2,231 shares; 2026Q1: 2,258 shares; 2026Q2: 2,206 shares 2,206 $760K 0.04% -52 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 1,696 shares; 2025Q1: 1,844 shares; 2025Q2: 1,907 shares; 2025Q3: 1,950 shares; 2025Q4: 1,835 shares; 2026Q1: 1,980 shares; 2026Q2: 1,864 shares 1,864 $759K 0.04% -116 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,442 shares; 2024Q4: 3,747 shares; 2025Q1: 4,056 shares; 2025Q2: 4,335 shares; 2025Q3: 4,352 shares; 2025Q4: 4,399 shares; 2026Q1: 4,251 shares; 2026Q2: 4,284 shares 4,284 $757K 0.04% +33 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,787 shares; 2024Q4: 64,747 shares; 2025Q1: 70,381 shares; 2025Q2: 73,798 shares; 2025Q3: 74,323 shares; 2025Q4: 78,645 shares; 2026Q1: 77,590 shares; 2026Q2: 78,912 shares 78,912 $756K 0.04% +1,322 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: 4,500 shares; 2024Q4: 4,670 shares; 2025Q1: 5,198 shares; 2025Q2: 5,790 shares; 2025Q3: 5,914 shares; 2025Q4: 5,932 shares; 2026Q1: 6,101 shares; 2026Q2: 5,965 shares 5,965 $754K 0.04% -136 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: 28,893 shares; 2025Q1: 31,692 shares; 2025Q2: 34,327 shares; 2025Q3: 35,089 shares; 2025Q4: 34,982 shares; 2026Q1: 36,593 shares; 2026Q2: 37,392 shares 37,392 $750K 0.04% +799 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,173 shares; 2024Q4: 8,046 shares; 2025Q1: 18,411 shares; 2025Q2: 14,087 shares; 2025Q3: 13,943 shares; 2025Q4: 14,002 shares; 2026Q1: 14,002 shares; 2026Q2: 14,014 shares 14,014 $739K 0.04% +12 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 4,041 shares; 2025Q4: 7,214 shares; 2026Q1: 9,544 shares; 2026Q2: 8,618 shares 8,618 $737K 0.04% -926 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,490 shares; 2024Q4: 7,525 shares; 2025Q1: 7,540 shares; 2025Q2: 7,566 shares; 2025Q3: 7,596 shares; 2025Q4: 7,627 shares; 2026Q1: 7,659 shares; 2026Q2: 7,593 shares 7,593 $732K 0.04% -66 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 485 shares; 2025Q1: 495 shares; 2025Q2: 519 shares; 2025Q3: 538 shares; 2025Q4: 507 shares; 2026Q1: 528 shares; 2026Q2: 531 shares 531 $722K 0.04% +3 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,669 shares; 2024Q4: 7,520 shares; 2025Q1: 9,079 shares; 2025Q2: 9,153 shares; 2025Q3: 9,228 shares; 2025Q4: 18,072 shares; 2026Q1: 18,288 shares; 2026Q2: 19,848 shares 19,848 $720K 0.04% +1,560 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: 3,169 shares; 2024Q4: 3,083 shares; 2025Q1: 3,421 shares; 2025Q2: 3,924 shares; 2025Q3: 3,880 shares; 2025Q4: 3,890 shares; 2026Q1: 3,867 shares; 2026Q2: 4,208 shares 4,208 $711K 0.04% +341 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,924 shares; 2026Q1: 10,702 shares; 2026Q2: 13,581 shares 13,581 $711K 0.04% +2,879 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,422 shares; 2024Q4: 1,562 shares; 2025Q1: 1,772 shares; 2025Q2: 2,516 shares; 2025Q3: 2,383 shares; 2025Q4: 2,268 shares; 2026Q1: 2,672 shares; 2026Q2: 2,242 shares 2,242 $706K 0.04% -430 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,562 shares; 2024Q4: 3,124 shares; 2025Q1: 3,641 shares; 2025Q2: 3,438 shares; 2025Q3: 3,901 shares; 2025Q4: 4,493 shares; 2026Q1: 4,586 shares; 2026Q2: 4,175 shares 4,175 $703K 0.04% -411 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,045 shares; 2024Q4: 15,209 shares; 2025Q1: 15,219 shares; 2025Q2: 15,237 shares; 2025Q3: 15,175 shares; 2025Q4: 13,479 shares; 2026Q1: 12,808 shares; 2026Q2: 12,750 shares 12,750 $697K 0.04% -58 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,094 shares; 2024Q4: 5,502 shares; 2025Q1: 6,326 shares; 2025Q2: 6,384 shares; 2025Q3: 7,667 shares; 2025Q4: 7,986 shares; 2026Q1: 7,484 shares; 2026Q2: 7,249 shares 7,249 $696K 0.04% -235 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,978 shares; 2024Q4: 5,167 shares; 2025Q1: 5,438 shares; 2025Q2: 5,655 shares; 2025Q3: 5,668 shares; 2025Q4: 5,704 shares; 2026Q1: 5,641 shares; 2026Q2: 6,050 shares 6,050 $696K 0.04% +409 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,122 shares; 2024Q4: 13,306 shares; 2025Q1: 13,852 shares; 2025Q2: 13,543 shares; 2025Q3: 11,737 shares; 2025Q4: 14,376 shares; 2026Q1: 8,587 shares; 2026Q2: 14,461 shares 14,461 $693K 0.04% +5,874 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,636 shares; 2025Q1: 12,094 shares; 2025Q2: 17,882 shares; 2025Q3: 21,025 shares; 2025Q4: 26,232 shares; 2026Q1: 25,616 shares; 2026Q2: 25,753 shares 25,753 $692K 0.04% +137 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: 4,621 shares; 2024Q4: 4,712 shares; 2025Q1: 4,958 shares; 2025Q2: 4,976 shares; 2025Q3: 4,979 shares; 2025Q4: 4,822 shares; 2026Q1: 5,092 shares; 2026Q2: 5,226 shares 5,226 $691K 0.04% +134 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230 shares; 2024Q4: 2,357 shares; 2025Q1: 2,453 shares; 2025Q2: 2,481 shares; 2025Q3: 2,591 shares; 2025Q4: 2,709 shares; 2026Q1: 2,676 shares; 2026Q2: 2,517 shares 2,517 $681K 0.04% -159 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,407 shares; 2024Q4: 6,906 shares; 2025Q1: 6,841 shares; 2025Q2: 6,697 shares; 2025Q3: 7,498 shares; 2025Q4: 7,378 shares; 2026Q1: 6,340 shares; 2026Q2: 6,637 shares 6,637 $679K 0.04% +297 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: 1,247 shares; 2024Q4: 1,122 shares; 2025Q1: 1,198 shares; 2025Q2: 1,325 shares; 2025Q3: 1,389 shares; 2025Q4: 2,390 shares; 2026Q1: 2,425 shares; 2026Q2: 2,392 shares 2,392 $677K 0.04% -33 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: 555 shares; 2024Q4: 536 shares; 2025Q1: 582 shares; 2025Q2: 619 shares; 2025Q3: 615 shares; 2025Q4: 593 shares; 2026Q1: 640 shares; 2026Q2: 648 shares 648 $675K 0.04% +8 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: 1,545 shares; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,975 shares; 2025Q4: 2,187 shares; 2026Q1: 2,460 shares; 2026Q2: 2,590 shares 2,590 $674K 0.04% +130 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: 842 shares; 2024Q4: 824 shares; 2025Q1: 1,158 shares; 2025Q2: 1,243 shares; 2025Q3: 1,143 shares; 2025Q4: 1,317 shares; 2026Q1: 1,407 shares; 2026Q2: 1,354 shares 1,354 $673K 0.04% -53 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: 1,750 shares; 2024Q4: 1,821 shares; 2025Q1: 1,913 shares; 2025Q2: 1,971 shares; 2025Q3: 1,962 shares; 2025Q4: 1,973 shares; 2026Q1: 2,028 shares; 2026Q2: 2,037 shares 2,037 $672K 0.04% +9 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 462 shares; 2025Q1: 489 shares; 2025Q2: 550 shares; 2025Q3: 555 shares; 2025Q4: 551 shares; 2026Q1: 584 shares; 2026Q2: 589 shares 589 $667K 0.04% +5 Timeline STXK 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: 17,037 shares; 2024Q4: 16,062 shares; 2025Q1: 16,061 shares; 2025Q2: 16,160 shares; 2025Q3: 17,209 shares; 2025Q4: 17,168 shares; 2026Q1: 17,026 shares; 2026Q2: 17,077 shares 17,077 $663K 0.04% +51 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,392 shares; 2026Q1: 8,399 shares; 2026Q2: 8,519 shares 8,519 $662K 0.04% +120 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,861 shares; 2024Q4: 5,474 shares; 2025Q1: 7,452 shares; 2025Q2: 8,471 shares; 2025Q3: 8,904 shares; 2025Q4: 8,513 shares; 2026Q1: 8,676 shares; 2026Q2: 9,118 shares 9,118 $658K 0.04% +442 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,678 shares; 2024Q4: 3,003 shares; 2025Q1: 3,183 shares; 2025Q2: 3,088 shares; 2025Q3: 3,066 shares; 2025Q4: 3,049 shares; 2026Q1: 3,224 shares; 2026Q2: 3,008 shares 3,008 $657K 0.04% -216 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,561 shares; 2024Q4: 4,853 shares; 2025Q1: 8,372 shares; 2025Q2: 7,971 shares; 2025Q3: 7,971 shares; 2025Q4: 4,340 shares; 2026Q1: 8,791 shares; 2026Q2: 8,797 shares 8,797 $655K 0.04% +6 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: 2,588 shares; 2024Q4: 2,987 shares; 2025Q1: 3,255 shares; 2025Q2: 4,689 shares; 2025Q3: 4,171 shares; 2025Q4: 3,897 shares; 2026Q1: 4,224 shares; 2026Q2: 3,914 shares 3,914 $652K 0.04% -310 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,529 shares; 2024Q4: 11,829 shares; 2025Q1: 11,814 shares; 2025Q2: 11,874 shares; 2025Q3: 11,931 shares; 2025Q4: 12,565 shares; 2026Q1: 12,120 shares; 2026Q2: 12,249 shares 12,249 $652K 0.04% +129 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: 1,423 shares; 2024Q4: 1,329 shares; 2025Q1: 1,406 shares; 2025Q2: 1,540 shares; 2025Q3: 1,542 shares; 2025Q4: 1,841 shares; 2026Q1: 1,957 shares; 2026Q2: 2,718 shares 2,718 $650K 0.04% +761 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,851 shares; 2024Q4: 2,505 shares; 2025Q1: 2,784 shares; 2025Q2: 3,011 shares; 2025Q3: 3,047 shares; 2025Q4: 3,044 shares; 2026Q1: 2,495 shares; 2026Q2: 2,504 shares 2,504 $640K 0.04% +9 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,265 shares; 2024Q4: 18,837 shares; 2025Q1: 18,925 shares; 2025Q2: 18,502 shares; 2025Q3: 18,587 shares; 2025Q4: 18,623 shares; 2026Q1: 19,849 shares; 2026Q2: 20,054 shares 20,054 $636K 0.04% +205 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 2,602 shares; 2025Q1: 2,865 shares; 2025Q2: 4,481 shares; 2025Q3: 4,226 shares; 2025Q4: 4,114 shares; 2026Q1: 3,789 shares; 2026Q2: 3,869 shares 3,869 $633K 0.04% +80 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: 406 shares; 2025Q1: 427 shares; 2025Q2: 6,960 shares; 2025Q3: 7,171 shares; 2025Q4: 6,617 shares; 2026Q1: 6,878 shares; 2026Q2: 6,838 shares 6,838 $630K 0.04% -40 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: 1,053 shares; 2024Q4: 1,059 shares; 2025Q1: 1,162 shares; 2025Q2: 1,159 shares; 2025Q3: 1,195 shares; 2025Q4: 1,198 shares; 2026Q1: 1,263 shares; 2026Q2: 1,281 shares 1,281 $629K 0.04% +18 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,316 shares; 2024Q4: 34,541 shares; 2025Q1: 41,588 shares; 2025Q2: 47,361 shares; 2025Q3: 44,804 shares; 2025Q4: 52,223 shares; 2026Q1: 33,803 shares; 2026Q2: 59,771 shares 59,771 $627K 0.04% +25,968 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: 3,717 shares; 2024Q4: 3,021 shares; 2025Q1: 3,530 shares; 2025Q2: 6,034 shares; 2025Q3: 6,145 shares; 2025Q4: 6,612 shares; 2026Q1: 6,319 shares; 2026Q2: 6,492 shares 6,492 $621K 0.04% +173 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: 13,091 shares; 2024Q4: 13,048 shares; 2025Q1: 13,114 shares; 2025Q2: 14,156 shares; 2025Q3: 14,193 shares; 2025Q4: 13,531 shares; 2026Q1: 13,279 shares; 2026Q2: 13,745 shares 13,745 $620K 0.04% +466 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: 3,657 shares; 2024Q4: 3,613 shares; 2025Q1: 3,780 shares; 2025Q2: 3,896 shares; 2025Q3: 3,517 shares; 2025Q4: 4,374 shares; 2026Q1: 4,198 shares; 2026Q2: 3,021 shares 3,021 $619K 0.04% -1,177 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: 769 shares; 2024Q4: 778 shares; 2025Q1: 856 shares; 2025Q2: 844 shares; 2025Q3: 783 shares; 2025Q4: 823 shares; 2026Q1: 826 shares; 2026Q2: 864 shares 864 $616K 0.04% +38 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,878 shares; 2025Q1: 1,995 shares; 2025Q2: 2,159 shares; 2025Q3: 2,235 shares; 2025Q4: 2,241 shares; 2026Q1: 2,358 shares; 2026Q2: 2,581 shares 2,581 $614K 0.04% +223 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,512 shares; 2024Q4: 3,522 shares; 2025Q1: 3,529 shares; 2025Q2: 3,539 shares; 2025Q3: 3,549 shares; 2025Q4: 3,559 shares; 2026Q1: 3,567 shares; 2026Q2: 7,418 shares 7,418 $611K 0.04% +3,851 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,387 shares; 2025Q3: 1,693 shares; 2025Q4: 1,694 shares; 2026Q1: 1,721 shares; 2026Q2: 1,724 shares 1,724 $604K 0.03% +3 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,967 shares; 2026Q1: 9,267 shares; 2026Q2: 10,006 shares 10,006 $602K 0.03% +739 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: 3,864 shares; 2024Q4: not reported; 2025Q1: 4,320 shares; 2025Q2: 4,779 shares; 2025Q3: 4,994 shares; 2025Q4: 5,905 shares; 2026Q1: 5,146 shares; 2026Q2: 5,807 shares 5,807 $601K 0.03% +661 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,650 shares; 2025Q2: 1,614 shares; 2025Q3: 1,638 shares; 2025Q4: 1,530 shares; 2026Q1: 1,650 shares; 2026Q2: 1,877 shares 1,877 $596K 0.03% +227 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,286 shares; 2024Q4: 15,822 shares; 2025Q1: 25,447 shares; 2025Q2: 31,082 shares; 2025Q3: 36,580 shares; 2025Q4: 43,444 shares; 2026Q1: 26,914 shares; 2026Q2: 45,450 shares 45,450 $596K 0.03% +18,536 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: 1,906 shares; 2024Q4: 1,824 shares; 2025Q1: 2,021 shares; 2025Q2: 2,128 shares; 2025Q3: 1,911 shares; 2025Q4: 1,854 shares; 2026Q1: 1,877 shares; 2026Q2: 2,160 shares 2,160 $595K 0.03% +283 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,338 shares; 2024Q4: 2,520 shares; 2025Q1: 2,802 shares; 2025Q2: 3,038 shares; 2025Q3: 2,995 shares; 2025Q4: 2,752 shares; 2026Q1: 2,883 shares; 2026Q2: 2,659 shares 2,659 $587K 0.03% -224 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: 1,056 shares; 2025Q1: 1,050 shares; 2025Q2: 852 shares; 2025Q3: 829 shares; 2025Q4: 1,041 shares; 2026Q1: 937 shares; 2026Q2: 1,136 shares 1,136 $585K 0.03% +199 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: 1,423 shares; 2024Q4: 1,445 shares; 2025Q1: 1,610 shares; 2025Q2: 1,705 shares; 2025Q3: 1,787 shares; 2025Q4: 1,746 shares; 2026Q1: 1,758 shares; 2026Q2: 1,763 shares 1,763 $583K 0.03% +5 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: 1,668 shares; 2024Q4: 1,976 shares; 2025Q1: 2,201 shares; 2025Q2: 2,551 shares; 2025Q3: 2,342 shares; 2025Q4: 2,240 shares; 2026Q1: 2,253 shares; 2026Q2: 2,575 shares 2,575 $574K 0.03% +322 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: 3,251 shares; 2024Q4: 3,378 shares; 2025Q1: 3,525 shares; 2025Q2: 3,990 shares; 2025Q3: 4,156 shares; 2025Q4: 4,000 shares; 2026Q1: 4,232 shares; 2026Q2: 4,530 shares 4,530 $573K 0.03% +298 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738 shares; 2024Q4: 2,756 shares; 2025Q1: 3,211 shares; 2025Q2: 3,330 shares; 2025Q3: 3,281 shares; 2025Q4: 3,298 shares; 2026Q1: 3,253 shares; 2026Q2: 3,290 shares 3,290 $573K 0.03% +37 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,420 shares; 2024Q4: 6,252 shares; 2025Q1: 6,374 shares; 2025Q2: 6,948 shares; 2025Q3: 6,117 shares; 2025Q4: 6,089 shares; 2026Q1: 5,487 shares; 2026Q2: 5,595 shares 5,595 $570K 0.03% +108 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,426 shares; 2025Q2: 3,426 shares; 2025Q3: 4,001 shares; 2025Q4: 3,943 shares; 2026Q1: 3,943 shares; 2026Q2: 3,943 shares 3,943 $570K 0.03% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,578 shares; 2025Q1: 1,675 shares; 2025Q2: 1,891 shares; 2025Q3: 1,896 shares; 2025Q4: 1,954 shares; 2026Q1: 2,091 shares; 2026Q2: 2,099 shares 2,099 $566K 0.03% +8 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,654 shares; 2024Q4: 5,989 shares; 2025Q1: 6,916 shares; 2025Q2: 7,945 shares; 2025Q3: 8,232 shares; 2025Q4: 8,475 shares; 2026Q1: 8,920 shares; 2026Q2: 9,160 shares 9,160 $566K 0.03% +240 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,013 shares; 2024Q4: 3,075 shares; 2025Q1: 3,660 shares; 2025Q2: 4,119 shares; 2025Q3: 4,244 shares; 2025Q4: 3,673 shares; 2026Q1: 3,588 shares; 2026Q2: 3,897 shares 3,897 $564K 0.03% +309 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: 1,059 shares; 2025Q2: 1,184 shares; 2025Q3: 1,220 shares; 2025Q4: 1,216 shares; 2026Q1: 1,214 shares; 2026Q2: 1,226 shares 1,226 $563K 0.03% +12 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: 7,252 shares; 2024Q4: 7,335 shares; 2025Q1: 8,182 shares; 2025Q2: 8,929 shares; 2025Q3: 8,958 shares; 2025Q4: 9,088 shares; 2026Q1: 9,267 shares; 2026Q2: 9,314 shares 9,314 $563K 0.03% +47 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: 6,947 shares; 2024Q4: 6,656 shares; 2025Q1: 7,265 shares; 2025Q2: 8,226 shares; 2025Q3: 8,311 shares; 2025Q4: 8,343 shares; 2026Q1: 8,364 shares; 2026Q2: 8,908 shares 8,908 $560K 0.03% +544 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,728 shares; 2025Q2: 1,746 shares; 2025Q3: 1,749 shares; 2025Q4: 2,749 shares; 2026Q1: 2,749 shares; 2026Q2: 2,752 shares 2,752 $557K 0.03% +3 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,638 shares; 2025Q1: 2,465 shares; 2025Q2: 1,446 shares; 2025Q3: 1,979 shares; 2025Q4: 2,151 shares; 2026Q1: 1,997 shares; 2026Q2: 1,863 shares 1,863 $557K 0.03% -134 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,776 shares; 2024Q4: 5,776 shares; 2025Q1: 6,897 shares; 2025Q2: 7,097 shares; 2025Q3: 6,674 shares; 2025Q4: 6,708 shares; 2026Q1: 6,408 shares; 2026Q2: 6,414 shares 6,414 $557K 0.03% +6 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,192 shares; 2024Q4: 14,472 shares; 2025Q1: 15,435 shares; 2025Q2: 16,305 shares; 2025Q3: 16,456 shares; 2025Q4: 16,479 shares; 2026Q1: 17,170 shares; 2026Q2: 17,397 shares 17,397 $546K 0.03% +227 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,639 shares; 2024Q4: 28,304 shares; 2025Q1: 34,312 shares; 2025Q2: 37,310 shares; 2025Q3: 33,581 shares; 2025Q4: 37,248 shares; 2026Q1: 37,102 shares; 2026Q2: 40,990 shares 40,990 $544K 0.03% +3,888 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 1,182 shares; 2025Q4: 1,331 shares; 2026Q1: 1,388 shares; 2026Q2: 1,395 shares 1,395 $538K 0.03% +7 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 617 shares; 2025Q1: 641 shares; 2025Q2: 977 shares; 2025Q3: 967 shares; 2025Q4: 961 shares; 2026Q1: 1,003 shares; 2026Q2: 1,003 shares 1,003 $528K 0.03% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,429 shares; 2024Q4: 4,284 shares; 2025Q1: 4,497 shares; 2025Q2: 4,449 shares; 2025Q3: 4,459 shares; 2025Q4: 4,789 shares; 2026Q1: 4,627 shares; 2026Q2: 4,689 shares 4,689 $527K 0.03% +62 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: 1,042 shares; 2024Q4: 1,011 shares; 2025Q1: 1,075 shares; 2025Q2: 1,112 shares; 2025Q3: 1,157 shares; 2025Q4: 1,064 shares; 2026Q1: 1,228 shares; 2026Q2: 1,161 shares 1,161 $526K 0.03% -67 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087 shares; 2024Q4: 1,088 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 1,436 shares 1,436 $525K 0.03% +345 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,975 shares; 2024Q4: 2,972 shares; 2025Q1: 2,980 shares; 2025Q2: 2,929 shares; 2025Q3: 2,928 shares; 2025Q4: 3,134 shares; 2026Q1: 3,111 shares; 2026Q2: 3,185 shares 3,185 $521K 0.03% +74 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,105 shares; 2024Q4: 4,340 shares; 2025Q1: 4,848 shares; 2025Q2: 5,554 shares; 2025Q3: 5,750 shares; 2025Q4: 5,332 shares; 2026Q1: 5,381 shares; 2026Q2: 5,413 shares 5,413 $520K 0.03% +32 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: 4,496 shares; 2024Q4: 4,711 shares; 2025Q1: 5,103 shares; 2025Q2: 5,113 shares; 2025Q3: 5,405 shares; 2025Q4: 5,229 shares; 2026Q1: 4,830 shares; 2026Q2: 3,296 shares 3,296 $516K 0.03% -1,534 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: 1,568 shares; 2025Q3: 1,504 shares; 2025Q4: 1,788 shares; 2026Q1: 1,914 shares; 2026Q2: 1,909 shares 1,909 $513K 0.03% -5 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,582 shares; 2024Q4: 7,340 shares; 2025Q1: 7,340 shares; 2025Q2: 7,340 shares; 2025Q3: 5,510 shares; 2025Q4: 5,510 shares; 2026Q1: 5,398 shares; 2026Q2: 5,328 shares 5,328 $509K 0.03% -70 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: 2,266 shares; 2024Q4: 2,331 shares; 2025Q1: 2,640 shares; 2025Q2: 2,761 shares; 2025Q3: not reported; 2025Q4: 2,977 shares; 2026Q1: 3,003 shares; 2026Q2: 5,855 shares 5,855 $509K 0.03% +2,852 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,582 shares; 2024Q4: 12,974 shares; 2025Q1: 12,885 shares; 2025Q2: 12,947 shares; 2025Q3: 13,059 shares; 2025Q4: 12,113 shares; 2026Q1: 9,632 shares; 2026Q2: 9,632 shares 9,632 $506K 0.03% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,448 shares; 2024Q4: 5,518 shares; 2025Q1: 6,279 shares; 2025Q2: 6,513 shares; 2025Q3: 6,431 shares; 2025Q4: 6,433 shares; 2026Q1: 6,340 shares; 2026Q2: 6,388 shares 6,388 $501K 0.03% +48 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: 5,544 shares; 2024Q4: 6,481 shares; 2025Q1: 7,475 shares; 2025Q2: 8,866 shares; 2025Q3: 8,720 shares; 2025Q4: 8,767 shares; 2026Q1: 9,131 shares; 2026Q2: 9,237 shares 9,237 $501K 0.03% +106 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: 5,272 shares; 2025Q2: 5,850 shares; 2025Q3: 5,796 shares; 2025Q4: 5,865 shares; 2026Q1: 8,814 shares; 2026Q2: 8,844 shares 8,844 $499K 0.03% +30 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,148 shares; 2024Q4: 8,581 shares; 2025Q1: 10,278 shares; 2025Q2: 10,798 shares; 2025Q3: 11,374 shares; 2025Q4: 11,794 shares; 2026Q1: 12,561 shares; 2026Q2: 12,560 shares 12,560 $496K 0.03% -1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,021 shares; 2025Q1: 1,221 shares; 2025Q2: 1,290 shares; 2025Q3: 1,291 shares; 2025Q4: 1,341 shares; 2026Q1: 1,363 shares; 2026Q2: 1,396 shares 1,396 $495K 0.03% +33 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,347 shares; 2024Q4: 24,347 shares; 2025Q1: 24,653 shares; 2025Q2: 24,653 shares; 2025Q3: 24,756 shares; 2025Q4: 24,756 shares; 2026Q1: 24,756 shares; 2026Q2: 24,756 shares 24,756 $492K 0.03% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088 shares; 2026Q2: 1,242 shares 1,242 $490K 0.03% +154 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: 834 shares; 2024Q4: 852 shares; 2025Q1: 965 shares; 2025Q2: 1,519 shares; 2025Q3: 1,496 shares; 2025Q4: 1,406 shares; 2026Q1: 1,478 shares; 2026Q2: 1,467 shares 1,467 $487K 0.03% -11 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,229 shares; 2024Q4: 1,913 shares; 2025Q1: 10,849 shares; 2025Q2: 10,624 shares; 2025Q3: 11,287 shares; 2025Q4: 12,876 shares; 2026Q1: 12,794 shares; 2026Q2: 12,787 shares 12,787 $486K 0.03% -7 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,540 shares; 2025Q3: 1,592 shares; 2025Q4: 1,634 shares; 2026Q1: 1,733 shares; 2026Q2: 1,741 shares 1,741 $485K 0.03% +8 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,940 shares; 2024Q4: 3,969 shares; 2025Q1: 3,969 shares; 2025Q2: 3,990 shares; 2025Q3: 3,990 shares; 2025Q4: 4,012 shares; 2026Q1: 4,012 shares; 2026Q2: 4,030 shares 4,030 $485K 0.03% +18 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,353 shares; 2024Q4: 9,351 shares; 2025Q1: 9,157 shares; 2025Q2: 9,418 shares; 2025Q3: 9,577 shares; 2025Q4: 9,274 shares; 2026Q1: 5,168 shares; 2026Q2: 5,168 shares 5,168 $483K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 1,559 shares; 2025Q1: 1,674 shares; 2025Q2: 1,872 shares; 2025Q3: 1,723 shares; 2025Q4: 1,833 shares; 2026Q1: 1,852 shares; 2026Q2: 1,938 shares 1,938 $477K 0.03% +86 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: 3,265 shares; 2024Q4: 3,138 shares; 2025Q1: 3,291 shares; 2025Q2: 3,234 shares; 2025Q3: 3,911 shares; 2025Q4: 4,000 shares; 2026Q1: 4,354 shares; 2026Q2: 4,432 shares 4,432 $474K 0.03% +78 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,844 shares; 2024Q4: 9,980 shares; 2025Q1: 10,653 shares; 2025Q2: 11,117 shares; 2025Q3: 11,563 shares; 2025Q4: 11,526 shares; 2026Q1: 11,526 shares; 2026Q2: 11,656 shares 11,656 $472K 0.03% +130 Timeline STXD 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: 8,796 shares; 2024Q4: 8,686 shares; 2025Q1: 8,706 shares; 2025Q2: 8,738 shares; 2025Q3: 9,319 shares; 2025Q4: 9,692 shares; 2026Q1: 11,891 shares; 2026Q2: 11,852 shares 11,852 $472K 0.03% -39 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,534 shares; 2025Q2: 1,745 shares; 2025Q3: 1,769 shares; 2025Q4: 1,814 shares; 2026Q1: 1,795 shares; 2026Q2: 1,806 shares 1,806 $470K 0.03% +11 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 886 shares; 2025Q3: 883 shares; 2025Q4: 876 shares; 2026Q1: 937 shares; 2026Q2: 941 shares 941 $466K 0.03% +4 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 612 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 624 shares; 2026Q1: 605 shares; 2026Q2: 613 shares 613 $465K 0.03% +8 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: 2,433 shares; 2025Q1: 2,679 shares; 2025Q2: 3,093 shares; 2025Q3: 3,015 shares; 2025Q4: 3,084 shares; 2026Q1: 3,183 shares; 2026Q2: 3,181 shares 3,181 $465K 0.03% -2 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: 2,413 shares; 2024Q4: 2,397 shares; 2025Q1: 2,707 shares; 2025Q2: 2,560 shares; 2025Q3: 2,657 shares; 2025Q4: 2,938 shares; 2026Q1: 2,898 shares; 2026Q2: 2,729 shares 2,729 $458K 0.03% -169 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: 3,470 shares; 2024Q4: 3,473 shares; 2025Q1: 3,875 shares; 2025Q2: 4,076 shares; 2025Q3: 4,127 shares; 2025Q4: 4,055 shares; 2026Q1: 4,074 shares; 2026Q2: 4,089 shares 4,089 $457K 0.03% +15 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: 1,523 shares; 2025Q3: 1,368 shares; 2025Q4: 1,506 shares; 2026Q1: 1,820 shares; 2026Q2: 1,845 shares 1,845 $453K 0.03% +25 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 4,243 shares; 2025Q1: 3,601 shares; 2025Q2: 3,899 shares; 2025Q3: 4,038 shares; 2025Q4: 4,096 shares; 2026Q1: 4,480 shares; 2026Q2: 4,858 shares 4,858 $450K 0.03% +378 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,758 shares; 2024Q4: 5,390 shares; 2025Q1: 5,604 shares; 2025Q2: 4,968 shares; 2025Q3: 5,346 shares; 2025Q4: 5,412 shares; 2026Q1: 4,809 shares; 2026Q2: 5,087 shares 5,087 $441K 0.03% +278 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: 2,228 shares; 2024Q4: 2,293 shares; 2025Q1: 2,470 shares; 2025Q2: 2,151 shares; 2025Q3: 2,383 shares; 2025Q4: 3,326 shares; 2026Q1: 3,428 shares; 2026Q2: 3,377 shares 3,377 $438K 0.03% -51 Timeline PABU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,682 shares; 2024Q4: 5,700 shares; 2025Q1: 5,578 shares; 2025Q2: 5,468 shares; 2025Q3: 5,480 shares; 2025Q4: 5,254 shares; 2026Q1: 5,734 shares; 2026Q2: 5,746 shares 5,746 $438K 0.03% +12 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: 4,582 shares; 2024Q4: 4,594 shares; 2025Q1: 4,795 shares; 2025Q2: 4,980 shares; 2025Q3: 5,179 shares; 2025Q4: 5,009 shares; 2026Q1: 5,254 shares; 2026Q2: 5,381 shares 5,381 $437K 0.03% +127 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: 664 shares; 2024Q4: 716 shares; 2025Q1: 838 shares; 2025Q2: 869 shares; 2025Q3: 837 shares; 2025Q4: 835 shares; 2026Q1: 830 shares; 2026Q2: 841 shares 841 $428K 0.02% +11 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,404 shares; 2024Q4: 11,404 shares; 2025Q1: 12,133 shares; 2025Q2: 12,136 shares; 2025Q3: 12,147 shares; 2025Q4: 12,147 shares; 2026Q1: 12,148 shares; 2026Q2: 12,684 shares 12,684 $426K 0.02% +536 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,523 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,529 shares; 2025Q4: 1,538 shares; 2026Q1: 1,541 shares; 2026Q2: 1,543 shares 1,543 $422K 0.02% +2 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: 395 shares; 2026Q2: 492 shares 492 $422K 0.02% +97 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: 4,324 shares; 2025Q3: 4,067 shares; 2025Q4: 4,454 shares; 2026Q1: 4,527 shares; 2026Q2: 4,495 shares 4,495 $420K 0.02% -32 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND 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: 5,316 shares; 2026Q1: 4,939 shares; 2026Q2: 4,999 shares 4,999 $417K 0.02% +60 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,666 shares; 2024Q4: 1,684 shares; 2025Q1: 1,844 shares; 2025Q2: 1,902 shares; 2025Q3: 1,874 shares; 2025Q4: 1,758 shares; 2026Q1: 1,772 shares; 2026Q2: 1,670 shares 1,670 $415K 0.02% -102 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,004 shares; 2024Q4: 2,809 shares; 2025Q1: 3,323 shares; 2025Q2: 3,318 shares; 2025Q3: 3,079 shares; 2025Q4: 3,090 shares; 2026Q1: 3,091 shares; 2026Q2: 3,092 shares 3,092 $410K 0.02% +1 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,542 shares; 2024Q4: 4,210 shares; 2025Q1: 3,437 shares; 2025Q2: 3,944 shares; 2025Q3: 2,340 shares; 2025Q4: 3,262 shares; 2026Q1: 3,466 shares; 2026Q2: 3,423 shares 3,423 $408K 0.02% -43 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS 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: 36,663 shares; 2026Q1: 36,663 shares; 2026Q2: 21,000 shares 21,000 $407K 0.02% -15,663 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 3,081 shares; 2025Q1: 3,341 shares; 2025Q2: 3,256 shares; 2025Q3: 3,334 shares; 2025Q4: 3,362 shares; 2026Q1: 3,414 shares; 2026Q2: 3,440 shares 3,440 $403K 0.02% +26 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,773 shares; 2025Q4: 1,723 shares; 2026Q1: 2,235 shares; 2026Q2: 2,366 shares 2,366 $401K 0.02% +131 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: 5,514 shares; 2024Q4: 6,736 shares; 2025Q1: 7,851 shares; 2025Q2: 7,900 shares; 2025Q3: 6,187 shares; 2025Q4: 6,552 shares; 2026Q1: 7,016 shares; 2026Q2: 6,958 shares 6,958 $401K 0.02% -58 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 1,453 shares; 2025Q1: 1,565 shares; 2025Q2: 1,682 shares; 2025Q3: 1,731 shares; 2025Q4: 1,755 shares; 2026Q1: 1,782 shares; 2026Q2: 1,792 shares 1,792 $401K 0.02% +10 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: 1,040 shares; 2024Q4: 1,034 shares; 2025Q1: 981 shares; 2025Q2: 1,077 shares; 2025Q3: 1,301 shares; 2025Q4: 984 shares; 2026Q1: 857 shares; 2026Q2: 897 shares 897 $400K 0.02% +40 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 2,716 shares; 2025Q1: 2,733 shares; 2025Q2: 2,717 shares; 2025Q3: 5,086 shares; 2025Q4: 5,015 shares; 2026Q1: 4,881 shares; 2026Q2: 4,858 shares 4,858 $400K 0.02% -23 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,036 shares; 2025Q1: 3,504 shares; 2025Q2: 7,790 shares; 2025Q3: 7,761 shares; 2025Q4: 8,300 shares; 2026Q1: 8,481 shares; 2026Q2: 8,314 shares 8,314 $399K 0.02% -167 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 1,770 shares; 2025Q4: 1,790 shares; 2026Q1: 1,792 shares; 2026Q2: 1,792 shares 1,792 $399K 0.02% 0 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: 2,902 shares; 2024Q4: 2,781 shares; 2025Q1: 3,229 shares; 2025Q2: 5,631 shares; 2025Q3: 4,949 shares; 2025Q4: 5,256 shares; 2026Q1: 4,460 shares; 2026Q2: 4,340 shares 4,340 $398K 0.02% -120 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,025 shares 7,025 $396K 0.02% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,486 shares; 2024Q4: 5,182 shares; 2025Q1: 6,414 shares; 2025Q2: 6,364 shares; 2025Q3: 5,291 shares; 2025Q4: 4,768 shares; 2026Q1: 4,756 shares; 2026Q2: 4,798 shares 4,798 $395K 0.02% +42 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 4,122 shares; 2025Q4: 4,246 shares; 2026Q1: 4,250 shares; 2026Q2: 4,860 shares 4,860 $393K 0.02% +610 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,713 shares 1,713 $392K 0.02% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,930 shares; 2025Q1: 9,003 shares; 2025Q2: 9,084 shares; 2025Q3: 8,563 shares; 2025Q4: 8,641 shares; 2026Q1: 7,941 shares; 2026Q2: 7,705 shares 7,705 $390K 0.02% -236 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: 1,376 shares; 2024Q4: 1,328 shares; 2025Q1: 1,537 shares; 2025Q2: 1,407 shares; 2025Q3: 1,420 shares; 2025Q4: 1,688 shares; 2026Q1: 1,637 shares; 2026Q2: 1,610 shares 1,610 $390K 0.02% -27 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 594 shares; 2026Q2: 744 shares 744 $389K 0.02% +150 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: 6,108 shares; 2024Q4: 7,282 shares; 2025Q1: 7,563 shares; 2025Q2: 7,715 shares; 2025Q3: 7,710 shares; 2025Q4: 7,263 shares; 2026Q1: 7,429 shares; 2026Q2: 6,967 shares 6,967 $387K 0.02% -462 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,401 shares 10,401 $382K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 952 shares; 2025Q1: 1,013 shares; 2025Q2: 1,091 shares; 2025Q3: 1,092 shares; 2025Q4: 1,098 shares; 2026Q1: 1,116 shares; 2026Q2: 1,212 shares 1,212 $381K 0.02% +96 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,190 shares; 2024Q4: 5,044 shares; 2025Q1: 5,434 shares; 2025Q2: 6,400 shares; 2025Q3: 7,183 shares; 2025Q4: 10,804 shares; 2026Q1: 9,706 shares; 2026Q2: 8,926 shares 8,926 $380K 0.02% -780 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 706 shares; 2025Q1: 817 shares; 2025Q2: 1,226 shares; 2025Q3: 1,329 shares; 2025Q4: 1,166 shares; 2026Q1: 1,182 shares; 2026Q2: 1,194 shares 1,194 $380K 0.02% +12 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: 447 shares; 2025Q3: 509 shares; 2025Q4: 505 shares; 2026Q1: 490 shares; 2026Q2: 477 shares 477 $379K 0.02% -13 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 932 shares; 2024Q4: 917 shares; 2025Q1: 1,116 shares; 2025Q2: 1,260 shares; 2025Q3: 1,233 shares; 2025Q4: 1,084 shares; 2026Q1: 1,063 shares; 2026Q2: 971 shares 971 $379K 0.02% -92 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: 1,040 shares; 2024Q4: 1,100 shares; 2025Q1: 1,273 shares; 2025Q2: 1,333 shares; 2025Q3: 1,302 shares; 2025Q4: 1,300 shares; 2026Q1: 1,310 shares; 2026Q2: 1,301 shares 1,301 $378K 0.02% -9 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,097 shares; 2024Q4: 12,487 shares; 2025Q1: 15,528 shares; 2025Q2: 17,181 shares; 2025Q3: 37,324 shares; 2025Q4: 37,993 shares; 2026Q1: 35,192 shares; 2026Q2: 14,628 shares 14,628 $378K 0.02% -20,564 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 707 shares; 2026Q1: not reported; 2026Q2: 1,032 shares 1,032 $376K 0.02% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,600 shares; 2026Q1: 14,478 shares; 2026Q2: 14,478 shares 14,478 $376K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,925 shares; 2025Q4: 1,906 shares; 2026Q1: 2,196 shares; 2026Q2: 2,430 shares 2,430 $376K 0.02% +234 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,435 shares; 2025Q4: 4,477 shares; 2026Q1: 4,491 shares; 2026Q2: 4,729 shares 4,729 $376K 0.02% +238 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares; 2026Q2: 189 shares 189 $375K 0.02% +22 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,686 shares; 2024Q4: not reported; 2025Q1: 4,269 shares; 2025Q2: 5,355 shares; 2025Q3: 5,382 shares; 2025Q4: 5,461 shares; 2026Q1: 6,089 shares; 2026Q2: 6,019 shares 6,019 $373K 0.02% -70 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,506 shares; 2025Q4: 1,664 shares; 2026Q1: 1,733 shares; 2026Q2: 1,750 shares 1,750 $372K 0.02% +17 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,271 shares; 2025Q1: 1,321 shares; 2025Q2: 1,605 shares; 2025Q3: 1,472 shares; 2025Q4: 1,686 shares; 2026Q1: 1,750 shares; 2026Q2: 1,714 shares 1,714 $371K 0.02% -36 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: 6,599 shares; 2025Q3: 5,735 shares; 2025Q4: 5,745 shares; 2026Q1: 5,848 shares; 2026Q2: 8,977 shares 8,977 $371K 0.02% +3,129 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: 672 shares; 2026Q2: 754 shares 754 $370K 0.02% +82 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,664 shares; 2024Q4: 5,315 shares; 2025Q1: 6,516 shares; 2025Q2: 6,980 shares; 2025Q3: 5,708 shares; 2025Q4: 5,068 shares; 2026Q1: 5,198 shares; 2026Q2: 6,356 shares 6,356 $368K 0.02% +1,158 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,780 shares; 2024Q4: 43,429 shares; 2025Q1: 57,598 shares; 2025Q2: 59,724 shares; 2025Q3: 59,735 shares; 2025Q4: 63,071 shares; 2026Q1: 63,071 shares; 2026Q2: 62,979 shares 62,979 $367K 0.02% -92 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,506 shares; 2024Q4: 2,509 shares; 2025Q1: 2,493 shares; 2025Q2: 2,495 shares; 2025Q3: 2,497 shares; 2025Q4: 2,500 shares; 2026Q1: 2,501 shares; 2026Q2: 2,504 shares 2,504 $367K 0.02% +3 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: 401 shares; 2025Q4: 402 shares; 2026Q1: 388 shares; 2026Q2: 394 shares 394 $366K 0.02% +6 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: 129 shares; 2024Q4: 132 shares; 2025Q1: 140 shares; 2025Q2: 145 shares; 2025Q3: 146 shares; 2025Q4: 133 shares; 2026Q1: 130 shares; 2026Q2: 114 shares 114 $364K 0.02% -16 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136 shares; 2024Q4: 3,186 shares; 2025Q1: 3,447 shares; 2025Q2: 3,723 shares; 2025Q3: 3,506 shares; 2025Q4: 3,272 shares; 2026Q1: 3,625 shares; 2026Q2: 2,908 shares 2,908 $358K 0.02% -717 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,294 shares; 2024Q4: 35,503 shares; 2025Q1: 39,391 shares; 2025Q2: 35,580 shares; 2025Q3: 41,435 shares; 2025Q4: 43,587 shares; 2026Q1: 43,800 shares; 2026Q2: 40,652 shares 40,652 $357K 0.02% -3,148 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 3,965 shares 3,965 $356K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,361 shares; 2024Q4: 7,474 shares; 2025Q1: 8,013 shares; 2025Q2: 8,931 shares; 2025Q3: 8,723 shares; 2025Q4: 8,590 shares; 2026Q1: 8,289 shares; 2026Q2: 8,335 shares 8,335 $356K 0.02% +46 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,489 shares; 2025Q2: 6,542 shares; 2025Q3: 6,562 shares; 2025Q4: 6,635 shares; 2026Q1: 6,634 shares; 2026Q2: 6,627 shares 6,627 $356K 0.02% -7 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: 782 shares; 2024Q4: 774 shares; 2025Q1: 821 shares; 2025Q2: 920 shares; 2025Q3: 914 shares; 2025Q4: 787 shares; 2026Q1: 765 shares; 2026Q2: 775 shares 775 $356K 0.02% +10 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,370 shares; 2024Q4: 4,188 shares; 2025Q1: not reported; 2025Q2: 4,293 shares; 2025Q3: 4,293 shares; 2025Q4: 3,849 shares; 2026Q1: 3,934 shares; 2026Q2: 4,376 shares 4,376 $354K 0.02% +442 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: not reported; 2026Q1: 746 shares; 2026Q2: 730 shares 730 $353K 0.02% -16 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,067 shares; 2024Q4: 8,067 shares; 2025Q1: 8,067 shares; 2025Q2: 8,067 shares; 2025Q3: 8,067 shares; 2025Q4: 8,067 shares; 2026Q1: 8,067 shares; 2026Q2: 8,067 shares 8,067 $353K 0.02% 0 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: 1,386 shares; 2024Q4: 1,452 shares; 2025Q1: 1,590 shares; 2025Q2: 1,678 shares; 2025Q3: 1,714 shares; 2025Q4: 1,630 shares; 2026Q1: 1,848 shares; 2026Q2: 1,654 shares 1,654 $352K 0.02% -194 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: not reported; 2025Q1: 3,302 shares; 2025Q2: 3,673 shares; 2025Q3: 3,908 shares; 2025Q4: 3,928 shares; 2026Q1: 4,161 shares; 2026Q2: 4,248 shares 4,248 $352K 0.02% +87 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,173 shares; 2024Q4: not reported; 2025Q1: 6,257 shares; 2025Q2: 6,177 shares; 2025Q3: 6,078 shares; 2025Q4: 6,411 shares; 2026Q1: 6,432 shares; 2026Q2: 6,639 shares 6,639 $348K 0.02% +207 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,103 shares; 2026Q1: 2,104 shares; 2026Q2: 2,104 shares 2,104 $348K 0.02% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,526 shares; 2025Q3: 1,537 shares; 2025Q4: 1,575 shares; 2026Q1: 1,600 shares; 2026Q2: 1,696 shares 1,696 $348K 0.02% +96 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,252 shares; 2025Q1: 1,468 shares; 2025Q2: 1,350 shares; 2025Q3: 1,163 shares; 2025Q4: 1,246 shares; 2026Q1: 1,204 shares; 2026Q2: 1,184 shares 1,184 $347K 0.02% -20 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: 2,094 shares; 2024Q4: 2,105 shares; 2025Q1: 2,711 shares; 2025Q2: 2,891 shares; 2025Q3: 3,239 shares; 2025Q4: 2,728 shares; 2026Q1: not reported; 2026Q2: 2,897 shares 2,897 $341K 0.02% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 2,010 shares; 2025Q4: 2,055 shares; 2026Q1: 2,144 shares; 2026Q2: 2,647 shares 2,647 $339K 0.02% +503 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: 640 shares; 2024Q4: 749 shares; 2025Q1: 814 shares; 2025Q2: 935 shares; 2025Q3: 781 shares; 2025Q4: 656 shares; 2026Q1: 849 shares; 2026Q2: 815 shares 815 $338K 0.02% -34 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,476 shares; 2025Q3: 1,445 shares; 2025Q4: 1,380 shares; 2026Q1: 1,375 shares; 2026Q2: 1,391 shares 1,391 $338K 0.02% +16 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,075 shares 2,075 $336K 0.02% new 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: 1,088 shares; 2024Q4: 1,117 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,097 shares; 2026Q2: 1,118 shares 1,118 $336K 0.02% +21 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: 5,572 shares; 2024Q4: 4,627 shares; 2025Q1: not reported; 2025Q2: 6,620 shares; 2025Q3: 6,624 shares; 2025Q4: 6,597 shares; 2026Q1: 6,692 shares; 2026Q2: 6,728 shares 6,728 $335K 0.02% +36 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898 shares; 2026Q2: 897 shares 897 $334K 0.02% -1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: 2,739 shares; 2025Q3: 2,786 shares; 2025Q4: 2,161 shares; 2026Q1: 2,158 shares; 2026Q2: 2,153 shares 2,153 $334K 0.02% -5 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: 5,091 shares; 2025Q4: 5,026 shares; 2026Q1: 5,014 shares; 2026Q2: 5,020 shares 5,020 $333K 0.02% +6 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 1,699 shares; 2026Q1: 1,906 shares; 2026Q2: 1,919 shares 1,919 $332K 0.02% +13 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,428 shares; 2025Q1: 1,666 shares; 2025Q2: 1,767 shares; 2025Q3: 1,723 shares; 2025Q4: 1,785 shares; 2026Q1: 1,835 shares; 2026Q2: 1,847 shares 1,847 $332K 0.02% +12 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: 474 shares; 2024Q4: 471 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $329K 0.02% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares; 2025Q4: 237 shares; 2026Q1: 243 shares; 2026Q2: 238 shares 238 $329K 0.02% -5 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,276 shares; 2025Q3: 3,865 shares; 2025Q4: 3,996 shares; 2026Q1: 4,208 shares; 2026Q2: 4,255 shares 4,255 $328K 0.02% +47 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: 3,142 shares; 2024Q4: 3,159 shares; 2025Q1: 3,730 shares; 2025Q2: 4,353 shares; 2025Q3: 4,268 shares; 2025Q4: not reported; 2026Q1: 3,678 shares; 2026Q2: 4,423 shares 4,423 $324K 0.02% +745 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,513 shares; 2025Q4: 1,407 shares; 2026Q1: 1,408 shares; 2026Q2: 1,409 shares 1,409 $323K 0.02% +1 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422 shares; 2024Q4: 431 shares; 2025Q1: 452 shares; 2025Q2: 537 shares; 2025Q3: 539 shares; 2025Q4: 559 shares; 2026Q1: 554 shares; 2026Q2: 560 shares 560 $323K 0.02% +6 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,596 shares; 2024Q4: 6,596 shares; 2025Q1: 7,335 shares; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares; 2026Q1: 7,335 shares; 2026Q2: 7,335 shares 7,335 $320K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,235 shares; 2025Q1: 1,365 shares; 2025Q2: 1,685 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,730 shares; 2026Q2: 1,227 shares 1,227 $320K 0.02% -503 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,011 shares; 2026Q1: 3,287 shares; 2026Q2: 3,385 shares 3,385 $317K 0.02% +98 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,212 shares; 2025Q1: 1,353 shares; 2025Q2: 1,692 shares; 2025Q3: 1,726 shares; 2025Q4: 1,835 shares; 2026Q1: 1,413 shares; 2026Q2: 1,718 shares 1,718 $317K 0.02% +305 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,563 shares; 2024Q4: 5,736 shares; 2025Q1: 5,825 shares; 2025Q2: 6,024 shares; 2025Q3: 6,043 shares; 2025Q4: 6,061 shares; 2026Q1: 6,108 shares; 2026Q2: 6,649 shares 6,649 $316K 0.02% +541 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,449 shares; 2024Q4: 2,340 shares; 2025Q1: 2,370 shares; 2025Q2: 2,412 shares; 2025Q3: 2,466 shares; 2025Q4: 2,479 shares; 2026Q1: 2,456 shares; 2026Q2: 2,396 shares 2,396 $315K 0.02% -60 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,200 shares 7,200 $315K 0.02% new 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: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 4,504 shares; 2026Q1: 4,492 shares; 2026Q2: 4,495 shares 4,495 $315K 0.02% +3 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,983 shares; 2025Q3: 2,977 shares; 2025Q4: 2,981 shares; 2026Q1: 2,802 shares; 2026Q2: 2,804 shares 2,804 $314K 0.02% +2 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,057 shares 2,057 $313K 0.02% new 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: 2,760 shares; 2024Q4: 2,737 shares; 2025Q1: 3,011 shares; 2025Q2: 4,055 shares; 2025Q3: 3,379 shares; 2025Q4: 3,806 shares; 2026Q1: 3,087 shares; 2026Q2: 2,510 shares 2,510 $312K 0.02% -577 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,894 shares; 2026Q1: 3,185 shares; 2026Q2: 3,279 shares 3,279 $311K 0.02% +94 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: 1,905 shares; 2024Q4: 2,110 shares; 2025Q1: 2,075 shares; 2025Q2: 2,101 shares; 2025Q3: 1,971 shares; 2025Q4: 1,869 shares; 2026Q1: 2,154 shares; 2026Q2: 2,175 shares 2,175 $311K 0.02% +21 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,718 shares; 2025Q2: 1,707 shares; 2025Q3: 1,752 shares; 2025Q4: 1,717 shares; 2026Q1: 1,996 shares; 2026Q2: 1,954 shares 1,954 $310K 0.02% -42 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 810 shares; 2025Q4: 811 shares; 2026Q1: 794 shares; 2026Q2: 795 shares 795 $310K 0.02% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,598 shares; 2025Q1: 1,918 shares; 2025Q2: 1,864 shares; 2025Q3: 2,004 shares; 2025Q4: 1,787 shares; 2026Q1: 1,910 shares; 2026Q2: 1,929 shares 1,929 $308K 0.02% +19 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,321 shares; 2025Q1: 1,273 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,268 shares; 2026Q1: 1,270 shares; 2026Q2: 1,269 shares 1,269 $308K 0.02% -1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,016 shares; 2024Q4: 9,161 shares; 2025Q1: 10,461 shares; 2025Q2: 8,970 shares; 2025Q3: 8,696 shares; 2025Q4: 9,017 shares; 2026Q1: 7,949 shares; 2026Q2: 8,278 shares 8,278 $306K 0.02% +329 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: 2,561 shares; 2024Q4: not reported; 2025Q1: 3,277 shares; 2025Q2: 2,992 shares; 2025Q3: 3,651 shares; 2025Q4: 4,654 shares; 2026Q1: 3,574 shares; 2026Q2: 3,892 shares 3,892 $304K 0.02% +318 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,963 shares; 2026Q1: 10,541 shares; 2026Q2: 11,349 shares 11,349 $303K 0.02% +808 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 4,094 shares; 2025Q2: 4,587 shares; 2025Q3: 4,239 shares; 2025Q4: 4,344 shares; 2026Q1: 3,986 shares; 2026Q2: 4,056 shares 4,056 $302K 0.02% +70 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,474 shares; 2025Q3: 6,347 shares; 2025Q4: 6,359 shares; 2026Q1: 6,359 shares; 2026Q2: 6,408 shares 6,408 $300K 0.02% +49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,042 shares 2,042 $300K 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,319 shares 1,319 $295K 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: 1,971 shares; 2024Q4: 2,261 shares; 2025Q1: 2,072 shares; 2025Q2: 2,055 shares; 2025Q3: 1,904 shares; 2025Q4: 1,906 shares; 2026Q1: 1,924 shares; 2026Q2: 1,987 shares 1,987 $295K 0.02% +63 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,589 shares; 2024Q4: 7,700 shares; 2025Q1: 8,475 shares; 2025Q2: 9,041 shares; 2025Q3: 8,032 shares; 2025Q4: 8,320 shares; 2026Q1: 7,424 shares; 2026Q2: 9,302 shares 9,302 $295K 0.02% +1,878 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,332 shares 1,332 $294K 0.02% new Timeline USRT 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: 4,061 shares; 2026Q1: 4,126 shares; 2026Q2: 4,429 shares 4,429 $294K 0.02% +303 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,758 shares; 2025Q2: 4,525 shares; 2025Q3: 4,674 shares; 2025Q4: 4,239 shares; 2026Q1: 4,257 shares; 2026Q2: 4,294 shares 4,294 $293K 0.02% +37 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: not reported; 2025Q4: 3,423 shares; 2026Q1: 3,430 shares; 2026Q2: 3,452 shares 3,452 $292K 0.02% +22 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: 1,517 shares; 2024Q4: 1,530 shares; 2025Q1: 1,745 shares; 2025Q2: 1,804 shares; 2025Q3: 1,601 shares; 2025Q4: 1,941 shares; 2026Q1: 2,782 shares; 2026Q2: 2,953 shares 2,953 $290K 0.02% +171 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 2,382 shares; 2025Q1: 2,459 shares; 2025Q2: 2,508 shares; 2025Q3: 2,326 shares; 2025Q4: 1,995 shares; 2026Q1: 1,990 shares; 2026Q2: 1,704 shares 1,704 $290K 0.02% -286 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,459 shares; 2024Q4: 15,606 shares; 2025Q1: 14,335 shares; 2025Q2: 14,028 shares; 2025Q3: 14,144 shares; 2025Q4: 13,337 shares; 2026Q1: 13,106 shares; 2026Q2: 12,492 shares 12,492 $289K 0.02% -614 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: 2,709 shares; 2024Q4: 2,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,362 shares; 2026Q1: 2,364 shares; 2026Q2: 2,396 shares 2,396 $288K 0.02% +32 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,035 shares 1,035 $286K 0.02% new 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: 417 shares; 2024Q4: 451 shares; 2025Q1: 528 shares; 2025Q2: 532 shares; 2025Q3: 568 shares; 2025Q4: 512 shares; 2026Q1: 516 shares; 2026Q2: 510 shares 510 $286K 0.02% -6 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: not reported; 2025Q3: 1,807 shares; 2025Q4: 2,205 shares; 2026Q1: not reported; 2026Q2: 2,844 shares 2,844 $285K 0.02% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,603 shares; 2025Q2: 6,737 shares; 2025Q3: 6,662 shares; 2025Q4: not reported; 2026Q1: 5,052 shares; 2026Q2: 5,059 shares 5,059 $284K 0.02% +7 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,291 shares; 2026Q1: 1,294 shares; 2026Q2: 1,310 shares 1,310 $283K 0.02% +16 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 1,513 shares 1,513 $283K 0.02% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,988 shares 2,988 $282K 0.02% new Timeline VPU 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: 1,599 shares; 2025Q1: 1,609 shares; 2025Q2: 1,622 shares; 2025Q3: 1,458 shares; 2025Q4: 1,468 shares; 2026Q1: 1,474 shares; 2026Q2: 1,430 shares 1,430 $280K 0.02% -44 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,596 shares; 2024Q4: 2,605 shares; 2025Q1: 2,859 shares; 2025Q2: 2,963 shares; 2025Q3: 2,818 shares; 2025Q4: 2,618 shares; 2026Q1: 2,997 shares; 2026Q2: 2,541 shares 2,541 $279K 0.02% -456 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,188 shares; 2024Q4: 13,188 shares; 2025Q1: 13,188 shares; 2025Q2: 13,223 shares; 2025Q3: 11,914 shares; 2025Q4: 13,035 shares; 2026Q1: 11,692 shares; 2026Q2: 11,795 shares 11,795 $279K 0.02% +103 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: not reported; 2026Q1: not reported; 2026Q2: 2,733 shares 2,733 $278K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,265 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,086 shares; 2026Q2: 8,673 shares 8,673 $277K 0.02% +1,587 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 173 shares; 2025Q1: 192 shares; 2025Q2: 218 shares; 2025Q3: 211 shares; 2025Q4: 223 shares; 2026Q1: 195 shares; 2026Q2: 207 shares 207 $276K 0.02% +12 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 7,553 shares; 2026Q1: 7,553 shares; 2026Q2: 8,116 shares 8,116 $275K 0.02% +563 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,443 shares; 2024Q4: 15,759 shares; 2025Q1: 19,827 shares; 2025Q2: 17,885 shares; 2025Q3: 15,684 shares; 2025Q4: 15,288 shares; 2026Q1: 15,986 shares; 2026Q2: 17,116 shares 17,116 $274K 0.02% +1,130 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,058 shares; 2025Q2: 2,135 shares; 2025Q3: 2,186 shares; 2025Q4: 2,129 shares; 2026Q1: 2,146 shares; 2026Q2: 2,347 shares 2,347 $273K 0.02% +201 Timeline RPG 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: 4,270 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,270 shares 4,270 $273K 0.02% 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: 1,166 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,583 shares; 2025Q3: 1,694 shares; 2025Q4: 1,515 shares; 2026Q1: 1,642 shares; 2026Q2: 1,659 shares 1,659 $270K 0.02% +17 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,542 shares; 2025Q3: 7,544 shares; 2025Q4: 7,535 shares; 2026Q1: 7,564 shares; 2026Q2: 8,001 shares 8,001 $270K 0.02% +437 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,565 shares; 2025Q2: 1,737 shares; 2025Q3: 1,868 shares; 2025Q4: 1,910 shares; 2026Q1: 1,852 shares; 2026Q2: 1,998 shares 1,998 $269K 0.02% +146 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: 4,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,633 shares; 2026Q1: 5,734 shares; 2026Q2: 5,784 shares 5,784 $269K 0.02% +50 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,208 shares; 2025Q2: 5,644 shares; 2025Q3: 6,350 shares; 2025Q4: 5,666 shares; 2026Q1: 5,646 shares; 2026Q2: 5,763 shares 5,763 $269K 0.02% +117 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,251 shares; 2026Q2: 7,976 shares 7,976 $266K 0.02% +1,725 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,029 shares 1,029 $262K 0.02% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,801 shares; 2025Q2: 2,697 shares; 2025Q3: 2,830 shares; 2025Q4: 2,809 shares; 2026Q1: 3,257 shares; 2026Q2: 3,314 shares 3,314 $261K 0.02% +57 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,294 shares; 2026Q2: 3,415 shares 3,415 $261K 0.02% +121 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: 359 shares; 2024Q4: 338 shares; 2025Q1: 421 shares; 2025Q2: not reported; 2025Q3: 445 shares; 2025Q4: 458 shares; 2026Q1: 461 shares; 2026Q2: 416 shares 416 $259K 0.02% -45 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: 1,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 747 shares; 2025Q3: 728 shares; 2025Q4: 981 shares; 2026Q1: 1,007 shares; 2026Q2: 1,029 shares 1,029 $259K 0.01% +22 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: not reported; 2025Q2: not reported; 2025Q3: 955 shares; 2025Q4: 956 shares; 2026Q1: 1,021 shares; 2026Q2: 1,011 shares 1,011 $259K 0.01% -10 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: 3,410 shares; 2024Q4: 3,387 shares; 2025Q1: 3,233 shares; 2025Q2: 2,711 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares; 2026Q2: 1,978 shares 1,978 $258K 0.01% +28 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,007 shares; 2025Q4: 4,097 shares; 2026Q1: 3,871 shares; 2026Q2: 3,895 shares 3,895 $258K 0.01% +24 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY 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: 10,959 shares; 2025Q3: 11,432 shares; 2025Q4: 12,019 shares; 2026Q1: 11,711 shares; 2026Q2: 13,331 shares 13,331 $258K 0.01% +1,620 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,306 shares; 2026Q2: 2,269 shares 2,269 $256K 0.01% -37 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,654 shares 3,654 $255K 0.01% new Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS 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: 3,091 shares; 2026Q1: not reported; 2026Q2: 3,128 shares 3,128 $255K 0.01% 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: 2,012 shares; 2026Q2: 2,018 shares 2,018 $255K 0.01% +6 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: 5,994 shares; 2024Q4: 5,839 shares; 2025Q1: 6,308 shares; 2025Q2: 7,096 shares; 2025Q3: 6,163 shares; 2025Q4: 7,442 shares; 2026Q1: 7,536 shares; 2026Q2: 7,481 shares 7,481 $254K 0.01% -55 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 1,004 shares 1,004 $254K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,439 shares 1,439 $253K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,709 shares; 2026Q1: not reported; 2026Q2: 3,325 shares 3,325 $253K 0.01% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,837 shares 1,837 $253K 0.01% new Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,357 shares; 2025Q1: 1,358 shares; 2025Q2: 1,368 shares; 2025Q3: 1,371 shares; 2025Q4: 1,377 shares; 2026Q1: 1,378 shares; 2026Q2: 1,379 shares 1,379 $252K 0.01% +1 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,077 shares; 2025Q2: 13,090 shares; 2025Q3: 12,896 shares; 2025Q4: 13,839 shares; 2026Q1: 13,839 shares; 2026Q2: 14,279 shares 14,279 $252K 0.01% +440 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,868 shares; 2026Q1: 2,868 shares; 2026Q2: 2,868 shares 2,868 $252K 0.01% 0 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY 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: 4,669 shares 4,669 $251K 0.01% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,239 shares 5,239 $250K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,873 shares; 2026Q2: 1,882 shares 1,882 $250K 0.01% +9 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: 3,274 shares; 2024Q4: not reported; 2025Q1: 3,433 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,894 shares 3,894 $250K 0.01% new Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,991 shares; 2024Q4: 30,262 shares; 2025Q1: 33,924 shares; 2025Q2: 34,924 shares; 2025Q3: 37,393 shares; 2025Q4: 41,755 shares; 2026Q1: 41,999 shares; 2026Q2: 42,491 shares 42,491 $250K 0.01% +492 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 898 shares; 2025Q1: 1,043 shares; 2025Q2: 1,090 shares; 2025Q3: 1,122 shares; 2025Q4: 1,064 shares; 2026Q1: not reported; 2026Q2: 1,086 shares 1,086 $249K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,840 shares; 2025Q3: 3,600 shares; 2025Q4: 3,547 shares; 2026Q1: 3,514 shares; 2026Q2: 3,440 shares 3,440 $249K 0.01% -74 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,124 shares; 2024Q4: 9,903 shares; 2025Q1: 9,921 shares; 2025Q2: 9,949 shares; 2025Q3: 8,876 shares; 2025Q4: 8,813 shares; 2026Q1: 8,658 shares; 2026Q2: 7,424 shares 7,424 $248K 0.01% -1,234 Timeline EAGG 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: 4,618 shares; 2025Q4: 4,747 shares; 2026Q1: 4,788 shares; 2026Q2: 5,205 shares 5,205 $247K 0.01% +417 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 7,834 shares; 2025Q4: 7,441 shares; 2026Q1: 7,394 shares; 2026Q2: 6,701 shares 6,701 $246K 0.01% -693 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,193 shares; 2025Q2: 2,938 shares; 2025Q3: 3,000 shares; 2025Q4: 2,780 shares; 2026Q1: 2,945 shares; 2026Q2: 1,866 shares 1,866 $246K 0.01% -1,079 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: 1,918 shares; 2025Q2: 2,154 shares; 2025Q3: 2,133 shares; 2025Q4: 2,206 shares; 2026Q1: 1,806 shares; 2026Q2: 2,075 shares 2,075 $245K 0.01% +269 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,928 shares; 2026Q1: 20,578 shares; 2026Q2: 21,051 shares 21,051 $245K 0.01% +473 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,616 shares; 2024Q4: 8,760 shares; 2025Q1: 8,824 shares; 2025Q2: 8,669 shares; 2025Q3: 8,765 shares; 2025Q4: 9,098 shares; 2026Q1: 9,491 shares; 2026Q2: 9,800 shares 9,800 $245K 0.01% +309 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,409 shares; 2024Q4: 20,047 shares; 2025Q1: 21,645 shares; 2025Q2: 25,441 shares; 2025Q3: 18,518 shares; 2025Q4: 16,654 shares; 2026Q1: 16,654 shares; 2026Q2: 26,196 shares 26,196 $244K 0.01% +9,542 Timeline