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: 19,317 shares; 2024Q4: 19,057 shares; 2025Q1: 19,109 shares; 2025Q2: 19,202 shares; 2025Q3: 60,331 shares; 2025Q4: 16,447 shares; 2026Q1: 16,370 shares; 2026Q2: 16,094 shares 16,094 $31.9M 6.95% -276 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: 160,721 shares; 2024Q4: 158,711 shares; 2025Q1: 147,333 shares; 2025Q2: 147,944 shares; 2025Q3: 2,605 shares; 2025Q4: 137,048 shares; 2026Q1: 137,388 shares; 2026Q2: 135,869 shares 135,869 $27.2M 5.93% -1,519 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: 98,794 shares; 2024Q4: 98,047 shares; 2025Q1: 99,943 shares; 2025Q2: 97,388 shares; 2025Q3: 1,125 shares; 2025Q4: 92,911 shares; 2026Q1: 93,407 shares; 2026Q2: 93,355 shares 93,355 $27M 5.89% -52 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: 34,579 shares; 2024Q4: 33,414 shares; 2025Q1: 61,774 shares; 2025Q2: 60,310 shares; 2025Q3: 2,263 shares; 2025Q4: 48,904 shares; 2026Q1: 49,675 shares; 2026Q2: 275,181 shares 275,181 $23.7M 5.17% +225,506 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: 41,722 shares; 2024Q4: 52,092 shares; 2025Q1: 36,614 shares; 2025Q2: 45,024 shares; 2025Q3: 150 shares; 2025Q4: 43,192 shares; 2026Q1: 43,836 shares; 2026Q2: 43,340 shares 43,340 $18.2M 3.97% -496 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: 45,171 shares; 2024Q4: 49,640 shares; 2025Q1: 50,793 shares; 2025Q2: 51,137 shares; 2025Q3: 6,646 shares; 2025Q4: 49,846 shares; 2026Q1: 49,897 shares; 2026Q2: 49,713 shares 49,713 $16.3M 3.55% -184 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: 55,772 shares; 2024Q4: 56,087 shares; 2025Q1: 42,995 shares; 2025Q2: 43,397 shares; 2025Q3: 13,709 shares; 2025Q4: 41,176 shares; 2026Q1: 41,262 shares; 2026Q2: 40,885 shares 40,885 $15.4M 3.37% -377 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: 6,459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,557 shares; 2025Q3: 9,884 shares; 2025Q4: 7,336 shares; 2026Q1: 7,349 shares; 2026Q2: 7,216 shares 7,216 $14.4M 3.13% -133 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: 56,816 shares; 2024Q4: 56,729 shares; 2025Q1: 58,784 shares; 2025Q2: 59,418 shares; 2025Q3: 1,617 shares; 2025Q4: 59,161 shares; 2026Q1: 60,059 shares; 2026Q2: 59,370 shares 59,370 $14.2M 3.08% -689 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: 14,543 shares; 2024Q4: 14,282 shares; 2025Q1: 13,544 shares; 2025Q2: 13,616 shares; 2025Q3: 3,407 shares; 2025Q4: 13,946 shares; 2026Q1: 14,089 shares; 2026Q2: 13,864 shares 13,864 $13M 2.83% -225 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,972 shares; 2024Q4: 65,741 shares; 2025Q1: 60,598 shares; 2025Q2: 61,333 shares; 2025Q3: 33,617 shares; 2025Q4: 60,930 shares; 2026Q1: 61,861 shares; 2026Q2: 62,013 shares 62,013 $9.43M 2.06% +152 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: 14 shares; 2024Q4: 52,767 shares; 2025Q1: 85,805 shares; 2025Q2: 85,560 shares; 2025Q3: 3,629 shares; 2025Q4: 76,356 shares; 2026Q1: 77,116 shares; 2026Q2: 76,625 shares 76,625 $8.94M 1.95% -491 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: 14,781 shares; 2024Q4: 16,740 shares; 2025Q1: 17,361 shares; 2025Q2: 17,420 shares; 2025Q3: 25 shares; 2025Q4: 17,312 shares; 2026Q1: 17,702 shares; 2026Q2: 17,662 shares 17,662 $8.84M 1.93% -40 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: not reported; 2024Q4: not reported; 2025Q1: 32,098 shares; 2025Q2: 33,233 shares; 2025Q3: 1,506 shares; 2025Q4: 33,357 shares; 2026Q1: 34,732 shares; 2026Q2: 44,271 shares 44,271 $8.01M 1.75% +9,539 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: 162,179 shares; 2024Q4: 167,004 shares; 2025Q1: 180,715 shares; 2025Q2: 185,794 shares; 2025Q3: 32 shares; 2025Q4: 189,901 shares; 2026Q1: 192,389 shares; 2026Q2: 193,805 shares 193,805 $7.66M 1.67% +1,416 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: 21,471 shares; 2024Q4: 21,867 shares; 2025Q1: 22,119 shares; 2025Q2: 22,219 shares; 2025Q3: 36,997 shares; 2025Q4: 21,765 shares; 2026Q1: 22,104 shares; 2026Q2: 22,232 shares 22,232 $7.63M 1.66% +128 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: 15,736 shares; 2024Q4: 15,571 shares; 2025Q1: 16,475 shares; 2025Q2: 16,746 shares; 2025Q3: 1,245 shares; 2025Q4: 16,506 shares; 2026Q1: 17,284 shares; 2026Q2: 17,901 shares 17,901 $6.68M 1.46% +617 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: 14,177 shares; 2024Q4: 14,596 shares; 2025Q1: 15,360 shares; 2025Q2: 15,631 shares; 2025Q3: 1,030 shares; 2025Q4: 15,981 shares; 2026Q1: 16,686 shares; 2026Q2: 17,587 shares 17,587 $6.2M 1.35% +901 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 2,745 shares; 2025Q4: 5,750 shares; 2026Q1: 84,412 shares; 2026Q2: 85,160 shares 85,160 $6.08M 1.33% +748 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: 4,617 shares; 2024Q4: 4,378 shares; 2025Q1: 4,516 shares; 2025Q2: 4,600 shares; 2025Q3: 7,234 shares; 2025Q4: 4,604 shares; 2026Q1: 4,902 shares; 2026Q2: 4,914 shares 4,914 $5.89M 1.28% +12 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: 16,334 shares; 2024Q4: 16,773 shares; 2025Q1: 18,377 shares; 2025Q2: 18,821 shares; 2025Q3: 1,232 shares; 2025Q4: 19,681 shares; 2026Q1: 20,402 shares; 2026Q2: 20,698 shares 20,698 $5.63M 1.23% +296 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: 16,630 shares; 2024Q4: 17,517 shares; 2025Q1: 18,975 shares; 2025Q2: 19,417 shares; 2025Q3: 60,744 shares; 2025Q4: 18,917 shares; 2026Q1: 18,430 shares; 2026Q2: 18,461 shares 18,461 $4.72M 1.03% +31 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,527 shares; 2024Q4: 10,663 shares; 2025Q1: 11,478 shares; 2025Q2: 11,685 shares; 2025Q3: 187,115 shares; 2025Q4: 11,889 shares; 2026Q1: 12,198 shares; 2026Q2: 12,207 shares 12,207 $4.58M 1% +9 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,121 shares; 2025Q1: 8,945 shares; 2025Q2: 8,938 shares; 2025Q3: 8,580 shares; 2025Q4: 9,170 shares; 2026Q1: 9,261 shares; 2026Q2: 9,349 shares 9,349 $4.52M 0.98% +88 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: 12,760 shares; 2024Q4: 12,828 shares; 2025Q1: 13,249 shares; 2025Q2: 13,417 shares; 2025Q3: 21,074 shares; 2025Q4: 13,828 shares; 2026Q1: 14,206 shares; 2026Q2: 14,341 shares 14,341 $4.52M 0.98% +135 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: 5,454 shares; 2024Q4: 5,648 shares; 2025Q1: 6,786 shares; 2025Q2: 6,884 shares; 2025Q3: 2,854 shares; 2025Q4: 7,252 shares; 2026Q1: 7,674 shares; 2026Q2: 7,708 shares 7,708 $4.34M 0.95% +34 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,819 shares; 2024Q4: 19,837 shares; 2025Q1: 17,832 shares; 2025Q2: 17,987 shares; 2025Q3: 226 shares; 2025Q4: 18,047 shares; 2026Q1: 18,322 shares; 2026Q2: 18,270 shares 18,270 $4.34M 0.95% -52 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: 8,394 shares; 2024Q4: 8,624 shares; 2025Q1: 9,331 shares; 2025Q2: 9,556 shares; 2025Q3: 3,102 shares; 2025Q4: 9,293 shares; 2026Q1: 9,510 shares; 2026Q2: 9,775 shares 9,775 $4.17M 0.91% +265 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: 14,334 shares; 2024Q4: 14,464 shares; 2025Q1: 14,998 shares; 2025Q2: 15,405 shares; 2025Q3: 1,658 shares; 2025Q4: 18,053 shares; 2026Q1: 18,692 shares; 2026Q2: 19,044 shares 19,044 $4.12M 0.9% +352 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: 9,535 shares; 2024Q4: 10,079 shares; 2025Q1: 11,044 shares; 2025Q2: 11,291 shares; 2025Q3: 1,934 shares; 2025Q4: 11,248 shares; 2026Q1: 11,665 shares; 2026Q2: 12,078 shares 12,078 $4.12M 0.9% +413 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: 34,162 shares; 2024Q4: 35,147 shares; 2025Q1: 36,572 shares; 2025Q2: 37,169 shares; 2025Q3: 20 shares; 2025Q4: 35,756 shares; 2026Q1: 35,067 shares; 2026Q2: 35,657 shares 35,657 $4.04M 0.88% +590 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,778 shares; 2026Q2: 4,824 shares 4,824 $4M 0.87% +46 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,951 shares; 2025Q1: 5,054 shares; 2025Q2: 5,051 shares; 2025Q3: 37 shares; 2025Q4: 4,909 shares; 2026Q1: 4,855 shares; 2026Q2: 4,674 shares 4,674 $3.92M 0.86% -181 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,828 shares; 2025Q1: 26,058 shares; 2025Q2: 26,476 shares; 2025Q3: 1,667 shares; 2025Q4: 26,251 shares; 2026Q1: 26,813 shares; 2026Q2: 26,258 shares 26,258 $3.85M 0.84% -555 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: 7,893 shares; 2024Q4: 7,295 shares; 2025Q1: 7,894 shares; 2025Q2: 8,077 shares; 2025Q3: 3 shares; 2025Q4: 8,109 shares; 2026Q1: 8,510 shares; 2026Q2: 9,046 shares 9,046 $3.76M 0.82% +536 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 11,668 shares; 2025Q3: 418 shares; 2025Q4: 12,101 shares; 2026Q1: 13,570 shares; 2026Q2: 14,557 shares 14,557 $3.66M 0.8% +987 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: 12,442 shares; 2024Q4: 13,111 shares; 2025Q1: 14,982 shares; 2025Q2: 15,292 shares; 2025Q3: 20,124 shares; 2025Q4: 14,159 shares; 2026Q1: 14,055 shares; 2026Q2: 14,383 shares 14,383 $3.65M 0.8% +328 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,822 shares; 2024Q4: 8,135 shares; 2025Q1: 9,167 shares; 2025Q2: 9,417 shares; 2025Q3: 94,607 shares; 2025Q4: 9,139 shares; 2026Q1: 9,024 shares; 2026Q2: 9,024 shares 9,024 $3.58M 0.78% 0 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: 5,190 shares; 2024Q4: 5,192 shares; 2025Q1: 4,904 shares; 2025Q2: 4,399 shares; 2025Q3: 1,260 shares; 2025Q4: 4,706 shares; 2026Q1: 4,741 shares; 2026Q2: 4,743 shares 4,743 $3.54M 0.77% +2 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,926 shares; 2026Q2: 22,127 shares 22,127 $3.51M 0.77% +201 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: 21,008 shares; 2024Q4: 22,105 shares; 2025Q1: 24,102 shares; 2025Q2: 24,791 shares; 2025Q3: 2,905 shares; 2025Q4: 24,655 shares; 2026Q1: 24,664 shares; 2026Q2: 25,371 shares 25,371 $3.47M 0.76% +707 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,546 shares; 2025Q3: 347 shares; 2025Q4: 11,779 shares; 2026Q1: 12,478 shares; 2026Q2: 12,252 shares 12,252 $3.31M 0.72% -226 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 1,099 shares; 2025Q4: 3,535 shares; 2026Q1: 3,519 shares; 2026Q2: 10,740 shares 10,740 $3.08M 0.67% +7,221 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: 7,245 shares; 2024Q4: 7,607 shares; 2025Q1: 8,189 shares; 2025Q2: 8,425 shares; 2025Q3: 1,357 shares; 2025Q4: 8,321 shares; 2026Q1: 8,804 shares; 2026Q2: 9,357 shares 9,357 $2.74M 0.6% +553 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,010 shares; 2024Q4: 8,110 shares; 2025Q1: 3,555 shares; 2025Q2: 3,698 shares; 2025Q3: 33 shares; 2025Q4: 3,293 shares; 2026Q1: 3,657 shares; 2026Q2: 3,710 shares 3,710 $2.73M 0.59% +53 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: 19,191 shares; 2024Q4: 19,449 shares; 2025Q1: 20,204 shares; 2025Q2: 20,497 shares; 2025Q3: 50,584 shares; 2025Q4: 19,064 shares; 2026Q1: 18,099 shares; 2026Q2: 17,829 shares 17,829 $2.6M 0.57% -270 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: 8,089 shares; 2024Q4: 8,617 shares; 2025Q1: 6,494 shares; 2025Q2: 6,492 shares; 2025Q3: 3,753 shares; 2025Q4: 6,399 shares; 2026Q1: 6,316 shares; 2026Q2: 6,934 shares 6,934 $2.59M 0.56% +618 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 3,403 shares; 2025Q3: 1,101 shares; 2025Q4: 3,430 shares; 2026Q1: 3,535 shares; 2026Q2: 3,550 shares 3,550 $2.53M 0.55% +15 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,235 shares; 2024Q4: 9,873 shares; 2025Q1: 10,682 shares; 2025Q2: 10,897 shares; 2025Q3: 1,007 shares; 2025Q4: 10,854 shares; 2026Q1: 11,287 shares; 2026Q2: 11,764 shares 11,764 $2.42M 0.53% +477 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: 6,788 shares; 2025Q1: 6,891 shares; 2025Q2: 6,890 shares; 2025Q3: 21,636 shares; 2025Q4: 6,784 shares; 2026Q1: 6,754 shares; 2026Q2: 7,006 shares 7,006 $2.35M 0.51% +252 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: not reported; 2024Q4: 27,411 shares; 2025Q1: 32,405 shares; 2025Q2: 33,489 shares; 2025Q3: 3,233 shares; 2025Q4: 33,326 shares; 2026Q1: 35,791 shares; 2026Q2: 37,453 shares 37,453 $2.32M 0.51% +1,662 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: 8,147 shares; 2024Q4: 8,687 shares; 2025Q1: 9,670 shares; 2025Q2: 9,846 shares; 2025Q3: 2,004 shares; 2025Q4: 9,668 shares; 2026Q1: 10,044 shares; 2026Q2: 10,484 shares 10,484 $2.32M 0.5% +440 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: 3,203 shares; 2024Q4: 3,547 shares; 2025Q1: 3,650 shares; 2025Q2: 3,664 shares; 2025Q3: 7,775 shares; 2025Q4: 3,737 shares; 2026Q1: 4,051 shares; 2026Q2: 3,951 shares 3,951 $2.3M 0.5% -100 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,248 shares; 2025Q1: 51,160 shares; 2025Q2: 53,327 shares; 2025Q3: 84,028 shares; 2025Q4: 52,818 shares; 2026Q1: 53,672 shares; 2026Q2: 51,004 shares 51,004 $2.17M 0.47% -2,668 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: 13,354 shares; 2024Q4: 13,344 shares; 2025Q1: 11,958 shares; 2025Q2: 11,973 shares; 2025Q3: 260 shares; 2025Q4: 15,491 shares; 2026Q1: 17,985 shares; 2026Q2: 22,272 shares 22,272 $2.15M 0.47% +4,287 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: 3,670 shares; 2024Q4: 3,733 shares; 2025Q1: 4,331 shares; 2025Q2: 4,418 shares; 2025Q3: 1,196 shares; 2025Q4: 4,391 shares; 2026Q1: 4,578 shares; 2026Q2: 4,973 shares 4,973 $2.07M 0.45% +395 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: 3,299 shares; 2024Q4: 3,274 shares; 2025Q1: 2,239 shares; 2025Q2: 2,266 shares; 2025Q3: 135 shares; 2025Q4: 2,473 shares; 2026Q1: 2,903 shares; 2026Q2: 2,937 shares 2,937 $2.02M 0.44% +34 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: 1,236 shares; 2024Q4: 1,320 shares; 2025Q1: 1,238 shares; 2025Q2: 1,239 shares; 2025Q3: 8,075 shares; 2025Q4: 1,223 shares; 2026Q1: 1,223 shares; 2026Q2: 1,304 shares 1,304 $1.8M 0.39% +81 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,825 shares; 2024Q4: 7,693 shares; 2025Q1: 9,131 shares; 2025Q2: 9,154 shares; 2025Q3: 400 shares; 2025Q4: 7,403 shares; 2026Q1: 7,889 shares; 2026Q2: 9,191 shares 9,191 $1.74M 0.38% +1,302 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,403 shares; 2024Q4: 21,507 shares; 2025Q1: 25,262 shares; 2025Q2: 28,261 shares; 2025Q3: 8,744 shares; 2025Q4: 23,973 shares; 2026Q1: 7,856 shares; 2026Q2: 8,458 shares 8,458 $1.49M 0.32% +602 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: 23,630 shares; 2024Q4: 25,694 shares; 2025Q1: 29,547 shares; 2025Q2: 30,506 shares; 2025Q3: 6,903 shares; 2025Q4: 31,306 shares; 2026Q1: 33,163 shares; 2026Q2: 34,771 shares 34,771 $1.47M 0.32% +1,608 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: not reported; 2024Q4: 6,347 shares; 2025Q1: 1,247 shares; 2025Q2: 1,258 shares; 2025Q3: 525 shares; 2025Q4: 1,515 shares; 2026Q1: 1,769 shares; 2026Q2: 2,081 shares 2,081 $1.46M 0.32% +312 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: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 10 shares; 2025Q4: 1,126 shares; 2026Q1: 1,916 shares; 2026Q2: 1,907 shares 1,907 $1.38M 0.3% -9 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,454 shares; 2026Q1: 10,960 shares; 2026Q2: 11,745 shares 11,745 $1.35M 0.29% +785 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,135 shares; 2024Q4: 3,329 shares; 2025Q1: 3,193 shares; 2025Q2: 3,197 shares; 2025Q3: 104 shares; 2025Q4: 3,207 shares; 2026Q1: 3,313 shares; 2026Q2: 3,482 shares 3,482 $1.3M 0.28% +169 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: 3,422 shares; 2024Q4: 3,897 shares; 2025Q1: 3,852 shares; 2025Q2: 3,859 shares; 2025Q3: 1,644 shares; 2025Q4: 3,986 shares; 2026Q1: 3,727 shares; 2026Q2: 3,581 shares 3,581 $1.28M 0.28% -146 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,843 shares; 2024Q4: 16,791 shares; 2025Q1: 19,093 shares; 2025Q2: 1,246 shares; 2025Q3: 21,374 shares; 2025Q4: 37 shares; 2026Q1: 16,057 shares; 2026Q2: 17,599 shares 17,599 $1.26M 0.28% +1,542 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,421 shares; 2024Q4: 13,268 shares; 2025Q1: 13,599 shares; 2025Q2: 13,366 shares; 2025Q3: 11,678 shares; 2025Q4: 13,507 shares; 2026Q1: 14,438 shares; 2026Q2: 14,771 shares 14,771 $1.24M 0.27% +333 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,283 shares; 2024Q4: 7,665 shares; 2025Q1: 7,228 shares; 2025Q2: 7,225 shares; 2025Q3: 1,372 shares; 2025Q4: 7,103 shares; 2026Q1: 7,099 shares; 2026Q2: 7,331 shares 7,331 $1.18M 0.26% +232 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,392 shares 15,392 $1.17M 0.25% new 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: 7,781 shares; 2024Q4: 8,622 shares; 2025Q1: 10,433 shares; 2025Q2: 10,863 shares; 2025Q3: 123 shares; 2025Q4: 11,192 shares; 2026Q1: 12,165 shares; 2026Q2: 12,898 shares 12,898 $1.13M 0.25% +733 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,215 shares; 2025Q2: 21,229 shares; 2025Q3: 0 shares; 2025Q4: 21,035 shares; 2026Q1: 21,587 shares; 2026Q2: 22,207 shares 22,207 $1.12M 0.24% +620 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,645 shares; 2024Q4: 4,953 shares; 2025Q1: 4,916 shares; 2025Q2: 4,918 shares; 2025Q3: 1,361 shares; 2025Q4: 4,866 shares; 2026Q1: 5,018 shares; 2026Q2: 5,313 shares 5,313 $1.11M 0.24% +295 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183 shares; 2025Q4: 17,417 shares; 2026Q1: 19,936 shares; 2026Q2: 23,142 shares 23,142 $1.06M 0.23% +3,206 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,161 shares; 2024Q4: 20,937 shares; 2025Q1: 22,886 shares; 2025Q2: 23,402 shares; 2025Q3: 122 shares; 2025Q4: 20,219 shares; 2026Q1: 23,693 shares; 2026Q2: 27,192 shares 27,192 $1.06M 0.23% +3,499 Timeline XSMO 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: 6,690 shares; 2025Q2: 6,824 shares; 2025Q3: 1,375 shares; 2025Q4: 8,268 shares; 2026Q1: 9,651 shares; 2026Q2: 11,090 shares 11,090 $1.04M 0.23% +1,439 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,150 shares; 2024Q4: 12,746 shares; 2025Q1: 10,237 shares; 2025Q2: 10,229 shares; 2025Q3: 13 shares; 2025Q4: 205 shares; 2026Q1: 6,684 shares; 2026Q2: 9,284 shares 9,284 $1.03M 0.22% +2,600 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: 3,145 shares; 2024Q4: 2,986 shares; 2025Q1: 5,539 shares; 2025Q2: 5,688 shares; 2025Q3: 960 shares; 2025Q4: 5,947 shares; 2026Q1: 6,204 shares; 2026Q2: 10,247 shares 10,247 $1.01M 0.22% +4,043 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,732 shares; 2024Q4: 11,109 shares; 2025Q1: 6,777 shares; 2025Q2: 6,777 shares; 2025Q3: 1,646 shares; 2025Q4: 6,692 shares; 2026Q1: 7,186 shares; 2026Q2: 7,865 shares 7,865 $998K 0.22% +679 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,689 shares; 2025Q2: 7,695 shares; 2025Q3: 8,470 shares; 2025Q4: 7,682 shares; 2026Q1: 7,943 shares; 2026Q2: 8,181 shares 8,181 $979K 0.21% +238 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL 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: 106 shares; 2026Q1: 3,569 shares; 2026Q2: 41,573 shares 41,573 $965K 0.21% +38,004 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,383 shares 23,383 $952K 0.21% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,936 shares; 2024Q4: 4,099 shares; 2025Q1: 3,202 shares; 2025Q2: 3,199 shares; 2025Q3: 19,091 shares; 2025Q4: 3,051 shares; 2026Q1: 3,219 shares; 2026Q2: 3,568 shares 3,568 $946K 0.21% +349 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: 1,739 shares; 2024Q4: 1,857 shares; 2025Q1: 1,839 shares; 2025Q2: 1,844 shares; 2025Q3: 3,360 shares; 2025Q4: 1,888 shares; 2026Q1: 1,710 shares; 2026Q2: 1,680 shares 1,680 $825K 0.18% -30 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,768 shares; 2024Q4: 1,998 shares; 2025Q1: 1,982 shares; 2025Q2: 1,839 shares; 2025Q3: 1,000 shares; 2025Q4: 2,618 shares; 2026Q1: 2,749 shares; 2026Q2: 2,747 shares 2,747 $772K 0.17% -2 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554 shares; 2024Q4: 580 shares; 2025Q1: 328 shares; 2025Q2: 331 shares; 2025Q3: 1,615 shares; 2025Q4: 340 shares; 2026Q1: 363 shares; 2026Q2: 370 shares 370 $771K 0.17% +7 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 955 shares; 2025Q4: 1,564 shares; 2026Q1: 1,780 shares; 2026Q2: 1,758 shares 1,758 $762K 0.17% -22 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: 13,253 shares; 2024Q4: 13,075 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 11,830 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 9,116 shares 9,116 $755K 0.16% +8,933 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,998 shares; 2024Q4: 10,507 shares; 2025Q1: 6,938 shares; 2025Q2: 6,938 shares; 2025Q3: 20 shares; 2025Q4: 7,217 shares; 2026Q1: 7,723 shares; 2026Q2: 8,089 shares 8,089 $731K 0.16% +366 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,303 shares; 2025Q2: 17,774 shares; 2025Q3: 341 shares; 2025Q4: 1,274 shares; 2026Q1: 17,128 shares; 2026Q2: 24,868 shares 24,868 $729K 0.16% +7,740 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,910 shares; 2025Q1: 1,876 shares; 2025Q2: 1,875 shares; 2025Q3: 11 shares; 2025Q4: 1,732 shares; 2026Q1: 1,833 shares; 2026Q2: 2,102 shares 2,102 $693K 0.15% +269 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,066 shares; 2024Q4: 35,808 shares; 2025Q1: 60,189 shares; 2025Q2: 61,457 shares; 2025Q3: 160 shares; 2025Q4: 45,420 shares; 2026Q1: 6,621 shares; 2026Q2: 6,529 shares 6,529 $679K 0.15% -92 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 377 shares; 2025Q4: 2,114 shares; 2026Q1: 2,252 shares; 2026Q2: 2,375 shares 2,375 $672K 0.15% +123 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,554 shares; 2025Q3: 24,874 shares; 2025Q4: 3,865 shares; 2026Q1: 4,234 shares; 2026Q2: 4,404 shares 4,404 $640K 0.14% +170 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,829 shares; 2024Q4: 3,030 shares; 2025Q1: 3,524 shares; 2025Q2: 5,527 shares; 2025Q3: 28,937 shares; 2025Q4: 5,539 shares; 2026Q1: 9,347 shares; 2026Q2: 9,341 shares 9,341 $629K 0.14% -6 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 3 shares; 2025Q2: 949 shares; 2025Q3: 2,007 shares; 2025Q4: 921 shares; 2026Q1: 576 shares; 2026Q2: 525 shares 525 $617K 0.13% -51 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: 3,926 shares; 2024Q4: 1,820 shares; 2025Q1: 1,652 shares; 2025Q2: 1,655 shares; 2025Q3: 342 shares; 2025Q4: 1,644 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $581K 0.13% 0 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: 1,610 shares; 2024Q4: 1,612 shares; 2025Q1: 1,613 shares; 2025Q2: 1,615 shares; 2025Q3: 2,048 shares; 2025Q4: 1,619 shares; 2026Q1: 1,620 shares; 2026Q2: 1,640 shares 1,640 $555K 0.12% +20 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: 3,811 shares; 2024Q4: 4,080 shares; 2025Q1: 4,096 shares; 2025Q2: 4,098 shares; 2025Q3: 1,890 shares; 2025Q4: 4,087 shares; 2026Q1: 3,644 shares; 2026Q2: 3,504 shares 3,504 $531K 0.12% -140 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: 10,226 shares; 2024Q4: 10,266 shares; 2025Q1: 9,985 shares; 2025Q2: 9,116 shares; 2025Q3: 15,768 shares; 2025Q4: 9,589 shares; 2026Q1: 11,843 shares; 2026Q2: 11,765 shares 11,765 $531K 0.12% -78 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,978 shares; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 15,566 shares; 2025Q3: 100 shares; 2025Q4: 14,074 shares; 2026Q1: 15,154 shares; 2026Q2: 16,145 shares 16,145 $473K 0.1% +991 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: 4,158 shares; 2024Q4: 4,106 shares; 2025Q1: 3,975 shares; 2025Q2: 3,140 shares; 2025Q3: 9,735 shares; 2025Q4: 3,293 shares; 2026Q1: 3,868 shares; 2026Q2: 3,846 shares 3,846 $452K 0.1% -22 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: 3,771 shares; 2024Q4: 3,790 shares; 2025Q1: 3,656 shares; 2025Q2: 3,320 shares; 2025Q3: 1,753 shares; 2025Q4: 3,457 shares; 2026Q1: 4,124 shares; 2026Q2: 4,163 shares 4,163 $384K 0.08% +39 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: 669 shares; 2024Q4: 736 shares; 2025Q1: 739 shares; 2025Q2: 741 shares; 2025Q3: 2,178 shares; 2025Q4: 760 shares; 2026Q1: 912 shares; 2026Q2: 915 shares 915 $373K 0.08% +3 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: 1,271 shares; 2024Q4: 1,379 shares; 2025Q1: 1,323 shares; 2025Q2: 1,329 shares; 2025Q3: 4,084 shares; 2025Q4: 1,360 shares; 2026Q1: 1,634 shares; 2026Q2: 1,551 shares 1,551 $369K 0.08% -83 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,321 shares; 2024Q4: 4,369 shares; 2025Q1: 4,378 shares; 2025Q2: 3,900 shares; 2025Q3: 43,075 shares; 2025Q4: 4,094 shares; 2026Q1: 5,149 shares; 2026Q2: 5,086 shares 5,086 $368K 0.08% -63 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: 1,558 shares; 2024Q4: 1,579 shares; 2025Q1: 1,578 shares; 2025Q2: 1,135 shares; 2025Q3: 2,693 shares; 2025Q4: 1,197 shares; 2026Q1: 1,415 shares; 2026Q2: 1,399 shares 1,399 $364K 0.08% -16 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,860 shares; 2025Q1: 1,862 shares; 2025Q2: 1,872 shares; 2025Q3: 339 shares; 2025Q4: 1,997 shares; 2026Q1: 1,906 shares; 2026Q2: 1,876 shares 1,876 $362K 0.08% -30 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677 shares; 2024Q4: 34,713 shares; 2025Q1: 11,109 shares; 2025Q2: 4,468 shares; 2025Q3: 2,022 shares; 2025Q4: 57,056 shares; 2026Q1: 15,575 shares; 2026Q2: 6,618 shares 6,618 $332K 0.07% -8,957 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 16,625 shares; 2025Q4: 2,857 shares; 2026Q1: 3,573 shares; 2026Q2: 3,558 shares 3,558 $325K 0.07% -15 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 1,634 shares; 2025Q1: 1,600 shares; 2025Q2: 1,447 shares; 2025Q3: 3,601 shares; 2025Q4: 1,508 shares; 2026Q1: 1,807 shares; 2026Q2: 1,799 shares 1,799 $304K 0.07% -8 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: 1,801 shares; 2025Q1: 1,792 shares; 2025Q2: 1,600 shares; 2025Q3: 56,952 shares; 2025Q4: 1,668 shares; 2026Q1: 1,965 shares; 2026Q2: 1,949 shares 1,949 $299K 0.07% -16 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: 4,783 shares; 2025Q1: 4,894 shares; 2025Q2: 2,947 shares; 2025Q3: 4,600 shares; 2025Q4: 3,090 shares; 2026Q1: 3,349 shares; 2026Q2: 3,253 shares 3,253 $294K 0.06% -96 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,008 shares; 2025Q2: 2,010 shares; 2025Q3: 30 shares; 2025Q4: 1,992 shares; 2026Q1: 1,780 shares; 2026Q2: 1,668 shares 1,668 $294K 0.06% -112 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: 14,774 shares; 2024Q4: 14,603 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 30,643 shares; 2025Q4: 1,321 shares; 2026Q1: 1,321 shares; 2026Q2: 1,321 shares 1,321 $288K 0.06% 0 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: 4,590 shares; 2024Q4: 4,143 shares; 2025Q1: 4,089 shares; 2025Q2: 3,643 shares; 2025Q3: 10,892 shares; 2025Q4: 2,724 shares; 2026Q1: 3,061 shares; 2026Q2: 3,038 shares 3,038 $284K 0.06% -23 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,016 shares; 2025Q1: 1,014 shares; 2025Q2: 907 shares; 2025Q3: 10,960 shares; 2025Q4: 955 shares; 2026Q1: 1,289 shares; 2026Q2: 1,290 shares 1,290 $267K 0.06% +1 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,964 shares; 2024Q4: 1,557 shares; 2025Q1: 1,550 shares; 2025Q2: 1,386 shares; 2025Q3: 180 shares; 2025Q4: 1,448 shares; 2026Q1: 1,792 shares; 2026Q2: 1,793 shares 1,793 $246K 0.05% +1 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,386 shares; 2024Q4: 3,386 shares; 2025Q1: 3,386 shares; 2025Q2: 3,386 shares; 2025Q3: 2 shares; 2025Q4: 3,386 shares; 2026Q1: 3,386 shares; 2026Q2: 3,386 shares 3,386 $241K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 207 shares 207 $239K 0.05% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,205 shares; 2025Q1: 2,131 shares; 2025Q2: 2,135 shares; 2025Q3: 3,456 shares; 2025Q4: 2,181 shares; 2026Q1: 1,465 shares; 2026Q2: 1,495 shares 1,495 $234K 0.05% +30 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: 1,391 shares; 2024Q4: 1,169 shares; 2025Q1: 1,171 shares; 2025Q2: 1,043 shares; 2025Q3: 10,862 shares; 2025Q4: 1,102 shares; 2026Q1: 1,385 shares; 2026Q2: 1,386 shares 1,386 $226K 0.05% +1 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: 1,251 shares; 2024Q4: 1,262 shares; 2025Q1: 1,280 shares; 2025Q2: 1,131 shares; 2025Q3: 4,608 shares; 2025Q4: 924 shares; 2026Q1: 1,363 shares; 2026Q2: 2,089 shares 2,089 $225K 0.05% +726 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: 1,457 shares; 2024Q4: 1,475 shares; 2025Q1: 1,460 shares; 2025Q2: 1,313 shares; 2025Q3: 3,855 shares; 2025Q4: 1,375 shares; 2026Q1: 1,719 shares; 2026Q2: 1,703 shares 1,703 $221K 0.05% -16 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,895 shares; 2024Q4: 8,044 shares; 2025Q1: 9,648 shares; 2025Q2: 10,230 shares; 2025Q3: 82 shares; 2025Q4: 12,050 shares; 2026Q1: 13,718 shares; 2026Q2: 1,897 shares 1,897 $217K 0.05% -11,821 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares; 2026Q2: 871 shares 871 $216K 0.05% +4 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: 1,172 shares; 2024Q4: 1,183 shares; 2025Q1: 1,167 shares; 2025Q2: 1,050 shares; 2025Q3: 40 shares; 2025Q4: 1,101 shares; 2026Q1: 1,398 shares; 2026Q2: 1,401 shares 1,401 $205K 0.04% +3 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: 429 shares; 2024Q4: 430 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 797 shares; 2025Q4: 1,033 shares; 2026Q1: 1,035 shares; 2026Q2: 1,036 shares 1,036 $197K 0.04% +1 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,970 shares; 2025Q4: 1,753 shares; 2026Q1: 2,213 shares; 2026Q2: 2,217 shares 2,217 $194K 0.04% +4 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,001 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,181 shares 3,181 $190K 0.04% new Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,837 shares; 2024Q4: 2,693 shares; 2025Q1: 2,693 shares; 2025Q2: 2,693 shares; 2025Q3: 775 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares; 2026Q2: 2,742 shares 2,742 $188K 0.04% 0 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: 350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 127 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 393 shares 393 $188K 0.04% +32 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: 1,770 shares; 2024Q4: 1,787 shares; 2025Q1: 1,750 shares; 2025Q2: 1,581 shares; 2025Q3: 11,749 shares; 2025Q4: 1,647 shares; 2026Q1: 2,023 shares; 2026Q2: 2,041 shares 2,041 $185K 0.04% +18 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: 7,254 shares; 2024Q4: 7,129 shares; 2025Q1: 8,993 shares; 2025Q2: 367 shares; 2025Q3: 4,197 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 368 shares 368 $184K 0.04% +1 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 2,008 shares; 2026Q1: 2,526 shares; 2026Q2: 2,529 shares 2,529 $184K 0.04% +3 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: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 11 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $177K 0.04% 0 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 4 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 434 shares 434 $173K 0.04% +57 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: 5,234 shares; 2024Q4: 5,772 shares; 2025Q1: 5,836 shares; 2025Q2: 5,845 shares; 2025Q3: 11,283 shares; 2025Q4: 5,986 shares; 2026Q1: 4,775 shares; 2026Q2: 4,552 shares 4,552 $155K 0.03% -223 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627 shares; 2024Q4: 2,627 shares; 2025Q1: 2,296 shares; 2025Q2: 2,296 shares; 2025Q3: 58 shares; 2025Q4: 2,892 shares; 2026Q1: 2,892 shares; 2026Q2: 2,892 shares 2,892 $154K 0.03% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,646 shares; 2024Q4: 6,646 shares; 2025Q1: 6,646 shares; 2025Q2: 6,646 shares; 2025Q3: 1,897 shares; 2025Q4: 6,646 shares; 2026Q1: 6,646 shares; 2026Q2: 6,646 shares 6,646 $153K 0.03% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 2,156 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $152K 0.03% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 1,330 shares; 2025Q1: 1,301 shares; 2025Q2: 1,165 shares; 2025Q3: 11,332 shares; 2025Q4: 1,231 shares; 2026Q1: 1,629 shares; 2026Q2: 1,653 shares 1,653 $150K 0.03% +24 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 13,445 shares; 2025Q4: 813 shares; 2026Q1: 1,265 shares; 2026Q2: 1,733 shares 1,733 $149K 0.03% +468 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 14,197 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares; 2026Q2: 2,894 shares 2,894 $143K 0.03% 0 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: 1,424 shares; 2024Q4: 1,430 shares; 2025Q1: 1,439 shares; 2025Q2: 2,893 shares; 2025Q3: 23,408 shares; 2025Q4: 2,921 shares; 2026Q1: 2,937 shares; 2026Q2: 2,953 shares 2,953 $142K 0.03% +16 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 6 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 1,080 shares 1,080 $129K 0.03% +945 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,043 shares; 2024Q4: 2,051 shares; 2025Q1: 2,059 shares; 2025Q2: 1,828 shares; 2025Q3: 192 shares; 2025Q4: 1,843 shares; 2026Q1: 1,849 shares; 2026Q2: 1,855 shares 1,855 $128K 0.03% +6 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 728 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $119K 0.03% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936 shares; 2024Q4: 1,877 shares; 2025Q1: 2,052 shares; 2025Q2: 2,068 shares; 2025Q3: 4,591 shares; 2025Q4: 2,100 shares; 2026Q1: 2,114 shares; 2026Q2: 2,448 shares 2,448 $117K 0.03% +334 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 37 shares; 2025Q4: 337 shares; 2026Q1: 259 shares; 2026Q2: 246 shares 246 $110K 0.02% -13 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: 546 shares; 2024Q4: 552 shares; 2025Q1: 723 shares; 2025Q2: 773 shares; 2025Q3: 60 shares; 2025Q4: 779 shares; 2026Q1: 781 shares; 2026Q2: 786 shares 786 $103K 0.02% +5 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,844 shares; 2025Q4: 260 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $95.7K 0.02% 0 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 951 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $84.5K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,092 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares 1,002 $81.4K 0.02% 0 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: 780 shares; 2024Q4: 784 shares; 2025Q1: 788 shares; 2025Q2: 793 shares; 2025Q3: 1,768 shares; 2025Q4: 802 shares; 2026Q1: 773 shares; 2026Q2: 778 shares 778 $79.5K 0.02% +5 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: 1,597 shares; 2024Q4: 1,611 shares; 2025Q1: 1,615 shares; 2025Q2: 1,492 shares; 2025Q3: 6,036 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $73.1K 0.02% 0 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: 979 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 1,002 shares; 2025Q3: 42,764 shares; 2025Q4: 979 shares; 2026Q1: 979 shares; 2026Q2: 979 shares 979 $56.4K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 412 shares; 2025Q1: 413 shares; 2025Q2: 415 shares; 2025Q3: 460 shares; 2025Q4: 420 shares; 2026Q1: 424 shares; 2026Q2: 428 shares 428 $53.2K 0.01% +4 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 431 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 745 shares 745 $51K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,231 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 15,986 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $48.6K 0.01% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,289 shares; 2025Q4: 1,950 shares; 2026Q1: 1,934 shares; 2026Q2: 1,934 shares 1,934 $47.4K 0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,626 shares; 2025Q1: 1,637 shares; 2025Q2: 1,648 shares; 2025Q3: 17 shares; 2025Q4: 1,668 shares; 2026Q1: 1,679 shares; 2026Q2: 1,689 shares 1,689 $43.7K 0.01% +10 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341 shares; 2024Q4: 342 shares; 2025Q1: 344 shares; 2025Q2: 345 shares; 2025Q3: 21,359 shares; 2025Q4: 348 shares; 2026Q1: 350 shares; 2026Q2: 351 shares 351 $42.5K 0.01% +1 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: 40,315 shares; 2024Q4: 1,113 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 5,693 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $41.6K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 13,653 shares; 2025Q4: 160 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $40.3K 0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,323 shares; 2026Q2: 1,101 shares 1,101 $39.6K 0.01% -222 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: 120 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 122 shares; 2025Q3: 10 shares; 2025Q4: 123 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $39.1K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 3,717 shares; 2025Q1: 3,794 shares; 2025Q2: 2,530 shares; 2025Q3: 18,017 shares; 2025Q4: 2,591 shares; 2026Q1: 2,619 shares; 2026Q2: 2,641 shares 2,641 $36.7K 0.01% +22 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 61,042 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 167 shares 167 $35.4K 0.01% +17 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,457 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $35.2K 0.01% 0 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 16,142 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $34.1K 0.01% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 17,466 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $32.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $26.4K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,430 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $24.6K 0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 2,910 shares; 2025Q4: 431 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $24.2K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $22.2K <0.01% 0 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: 3,001 shares; 2024Q4: 2,930 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 5,622 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $20.8K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $17.9K <0.01% new 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 45,033 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $16.6K <0.01% 0 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 33,461 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $15.7K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 728 shares; 2025Q3: 825 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $14.9K <0.01% 0 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: 463 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 72 shares; 2025Q3: 760 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $12.4K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $10.8K <0.01% new Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 7,287 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares; 2026Q2: 1,521 shares 1,521 $10.8K <0.01% 0 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: 7,354 shares; 2024Q4: 7,317 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 140 shares; 2025Q4: 260 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $10K <0.01% 0 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 3,386 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $9.26K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 2,083 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $9.2K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54 shares 54 $9.17K <0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 441 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $8.66K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares 160 $8.39K <0.01% new 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: not reported; 2026Q2: 42 shares 42 $7.96K <0.01% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,748 shares; 2024Q4: 4,487 shares; 2025Q1: 4,585 shares; 2025Q2: 17 shares; 2025Q3: 26,396 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $6.43K <0.01% 0 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: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127 shares 127 $6.04K <0.01% new 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: 1,556 shares; 2024Q4: 1,709 shares; 2025Q1: 1,700 shares; 2025Q2: 183 shares; 2025Q3: 1,612 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 20 shares 20 $5.83K <0.01% +9 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,355 shares; 2024Q4: 37,908 shares; 2025Q1: 41,718 shares; 2025Q2: 42,942 shares; 2025Q3: 18,712 shares; 2025Q4: 38,148 shares; 2026Q1: 42,820 shares; 2026Q2: 237 shares 237 $5.82K <0.01% -42,583 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 146,783 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $5.57K <0.01% 0 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 150 shares; 2025Q3: 9,762 shares; 2025Q4: 150 shares; 2026Q1: not reported; 2026Q2: 18 shares 18 $5.37K <0.01% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $5.34K <0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 206 shares 206 $5.22K <0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 101 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $5.09K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $5.05K <0.01% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84 shares 84 $4.79K <0.01% new 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 23 shares; 2025Q4: 20 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $4.59K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 10,790 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 80 shares 80 $4.49K <0.01% +40 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: 17,568 shares; 2024Q4: 18,254 shares; 2025Q1: 20,695 shares; 2025Q2: 21,335 shares; 2025Q3: 6,874 shares; 2025Q4: 20,006 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $4.3K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $4.3K <0.01% new 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: 3,228 shares; 2024Q4: 3,322 shares; 2025Q1: 493 shares; 2025Q2: 494 shares; 2025Q3: 2,135 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $4.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares 47 $3.87K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32 shares 32 $3.77K <0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS 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: 51 shares 51 $3.7K <0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $3.69K <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares 47 $3.64K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $3.62K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $3.62K <0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $3.6K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 7,535 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $3.55K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 9,577 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $3.51K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $3.45K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $3.13K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56 shares 56 $3.11K <0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 361 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $3.09K <0.01% 0 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: not reported; 2025Q4: 1,183 shares; 2026Q1: not reported; 2026Q2: 82 shares 82 $3.01K <0.01% new 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 979 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $2.81K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS 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: 37 shares; 2025Q3: 1,179 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $2.77K <0.01% 0 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 327 shares; 2025Q1: 121 shares; 2025Q2: 122 shares; 2025Q3: 343 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $2.33K <0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,738 shares; 2024Q4: 4,999 shares; 2025Q1: 3,777 shares; 2025Q2: 3,774 shares; 2025Q3: 116 shares; 2025Q4: 58 shares; 2026Q1: 3,217 shares; 2026Q2: 21 shares 21 $2.19K <0.01% -3,196 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: 20 shares; 2025Q2: 20 shares; 2025Q3: 65 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $2.01K <0.01% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 19,301 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $1.93K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 20 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $1.8K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $1.76K <0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.71K <0.01% new Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,916 shares; 2024Q4: 6,400 shares; 2025Q1: 6,578 shares; 2025Q2: 23 shares; 2025Q3: 1,835 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $1.68K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: 1,197 shares; 2025Q2: 3 shares; 2025Q3: 575 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $1.62K <0.01% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 9,340 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $1.6K <0.01% 0 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,090 shares; 2024Q4: 6,847 shares; 2025Q1: 7,864 shares; 2025Q2: 7,902 shares; 2025Q3: 788 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $1.45K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511 shares; 2024Q4: 2,158 shares; 2025Q1: 2,089 shares; 2025Q2: 2,091 shares; 2025Q3: 2,562 shares; 2025Q4: 2,218 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $1.18K <0.01% 0 Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 80 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.13K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,577 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 3,761 shares; 2025Q4: 41 shares; 2026Q1: 1,315 shares; 2026Q2: 6 shares 6 $1.09K <0.01% -1,309 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,338 shares; 2024Q4: 4,907 shares; 2025Q1: 8,729 shares; 2025Q2: 8,748 shares; 2025Q3: 9,465 shares; 2025Q4: 7,568 shares; 2026Q1: 7,965 shares; 2026Q2: 14 shares 14 $1.04K <0.01% -7,951 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 1,506 shares; 2025Q1: 1,661 shares; 2025Q2: 13 shares; 2025Q3: 1,230 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $1.03K <0.01% 0 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: 70 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $963 <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,473 shares; 2024Q4: 8,802 shares; 2025Q1: 8,992 shares; 2025Q2: 8,985 shares; 2025Q3: 367 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $669 <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,732 shares; 2025Q1: 1,720 shares; 2025Q2: 1,724 shares; 2025Q3: 5,016 shares; 2025Q4: 1,769 shares; 2026Q1: 1,270 shares; 2026Q2: 3 shares 3 $652 <0.01% -1,267 Timeline PKB 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 267 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $448 <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 13 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $19 <0.01% 0 Timeline