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: 108,631 shares; 2024Q4: 112,683 shares; 2025Q1: 116,759 shares; 2025Q2: 173,222 shares; 2025Q3: 174,839 shares; 2025Q4: 172,387 shares; 2026Q1: 183,598 shares; 2026Q2: 186,460 shares 186,460 $69M 4.11% +2,862 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: 228,072 shares; 2024Q4: 226,064 shares; 2025Q1: 226,566 shares; 2025Q2: 229,256 shares; 2025Q3: 228,541 shares; 2025Q4: 229,235 shares; 2026Q1: 217,355 shares; 2026Q2: 221,397 shares 221,397 $64.1M 3.81% +4,042 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,275 shares; 2024Q4: 263,448 shares; 2025Q1: 272,059 shares; 2025Q2: 279,105 shares; 2025Q3: 281,427 shares; 2025Q4: 281,667 shares; 2026Q1: 283,133 shares; 2026Q2: 288,906 shares 288,906 $63.4M 3.77% +5,773 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: 129,300 shares; 2024Q4: 137,392 shares; 2025Q1: 144,096 shares; 2025Q2: 146,144 shares; 2025Q3: 155,458 shares; 2025Q4: 158,310 shares; 2026Q1: 163,687 shares; 2026Q2: 169,243 shares 169,243 $51.3M 3.05% +5,556 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: 48,392 shares; 2024Q4: 49,751 shares; 2025Q1: 58,747 shares; 2025Q2: 59,797 shares; 2025Q3: 64,651 shares; 2025Q4: 64,746 shares; 2026Q1: 65,744 shares; 2026Q2: 67,314 shares 67,314 $49.6M 2.95% +1,570 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: 283,036 shares; 2024Q4: 292,873 shares; 2025Q1: 292,163 shares; 2025Q2: 296,759 shares; 2025Q3: 301,424 shares; 2025Q4: 304,969 shares; 2026Q1: 306,905 shares; 2026Q2: 312,243 shares 312,243 $49.3M 2.94% +5,338 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: 383,277 shares; 2024Q4: 398,208 shares; 2025Q1: 416,881 shares; 2025Q2: 443,356 shares; 2025Q3: 476,216 shares; 2025Q4: 495,262 shares; 2026Q1: 525,948 shares; 2026Q2: 551,579 shares 551,579 $46.2M 2.75% +25,631 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: 45,658 shares; 2024Q4: 46,634 shares; 2025Q1: 47,956 shares; 2025Q2: 49,677 shares; 2025Q3: 50,663 shares; 2025Q4: 50,875 shares; 2026Q1: 52,734 shares; 2026Q2: 52,676 shares 52,676 $39.4M 2.35% -58 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: 148,254 shares; 2024Q4: 146,352 shares; 2025Q1: 152,179 shares; 2025Q2: 160,040 shares; 2025Q3: 159,391 shares; 2025Q4: 169,404 shares; 2026Q1: 177,964 shares; 2026Q2: 186,833 shares 186,833 $37.4M 2.23% +8,869 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: 51,152 shares; 2024Q4: 52,143 shares; 2025Q1: 52,874 shares; 2025Q2: 53,780 shares; 2025Q3: 53,521 shares; 2025Q4: 51,781 shares; 2026Q1: 50,085 shares; 2026Q2: 50,046 shares 50,046 $37.4M 2.23% -39 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: 82,907 shares; 2024Q4: 82,366 shares; 2025Q1: 82,378 shares; 2025Q2: 84,014 shares; 2025Q3: 84,352 shares; 2025Q4: 86,219 shares; 2026Q1: 82,516 shares; 2026Q2: 88,637 shares 88,637 $33.1M 1.97% +6,121 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: 75,771 shares; 2024Q4: 75,366 shares; 2025Q1: 78,467 shares; 2025Q2: 82,097 shares; 2025Q3: 82,291 shares; 2025Q4: 83,311 shares; 2026Q1: 83,962 shares; 2026Q2: 88,881 shares 88,881 $31.8M 1.89% +4,919 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: 412,551 shares; 2024Q4: 415,117 shares; 2025Q1: 422,995 shares; 2025Q2: 442,058 shares; 2025Q3: 441,939 shares; 2025Q4: 438,733 shares; 2026Q1: 387,943 shares; 2026Q2: 384,653 shares 384,653 $27.4M 1.63% -3,290 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: 331,376 shares; 2024Q4: 340,344 shares; 2025Q1: 382,194 shares; 2025Q2: 387,766 shares; 2025Q3: 391,412 shares; 2025Q4: 381,952 shares; 2026Q1: 411,924 shares; 2026Q2: 428,862 shares 428,862 $24.2M 1.44% +16,938 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: 60,762 shares; 2024Q4: 61,710 shares; 2025Q1: 61,746 shares; 2025Q2: 60,650 shares; 2025Q3: 60,355 shares; 2025Q4: 60,994 shares; 2026Q1: 62,132 shares; 2026Q2: 63,124 shares 63,124 $23.8M 1.42% +992 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: 280,331 shares; 2024Q4: 280,174 shares; 2025Q1: 297,644 shares; 2025Q2: 314,947 shares; 2025Q3: 314,812 shares; 2025Q4: 315,635 shares; 2026Q1: 308,548 shares; 2026Q2: 302,462 shares 302,462 $23.3M 1.39% -6,086 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: 175,692 shares; 2024Q4: 177,180 shares; 2025Q1: 173,049 shares; 2025Q2: 178,339 shares; 2025Q3: 177,758 shares; 2025Q4: 178,061 shares; 2026Q1: 153,802 shares; 2026Q2: 146,097 shares 146,097 $21.7M 1.29% -7,705 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: 4,777 shares; 2024Q4: 4,927 shares; 2025Q1: 146,752 shares; 2025Q2: 166,355 shares; 2025Q3: 186,478 shares; 2025Q4: 197,401 shares; 2026Q1: 207,969 shares; 2026Q2: 222,142 shares 222,142 $21.2M 1.26% +14,173 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: 70,051 shares; 2024Q4: 70,360 shares; 2025Q1: 74,535 shares; 2025Q2: 74,806 shares; 2025Q3: 76,115 shares; 2025Q4: 81,293 shares; 2026Q1: 79,483 shares; 2026Q2: 86,944 shares 86,944 $20.7M 1.23% +7,461 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: 85,901 shares; 2024Q4: 83,802 shares; 2025Q1: 83,671 shares; 2025Q2: 83,809 shares; 2025Q3: 85,210 shares; 2025Q4: 86,222 shares; 2026Q1: 80,710 shares; 2026Q2: 81,540 shares 81,540 $20.7M 1.23% +830 Timeline HELO 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: 5,790 shares; 2025Q2: 39,388 shares; 2025Q3: 58,773 shares; 2025Q4: 89,917 shares; 2026Q1: 185,430 shares; 2026Q2: 293,065 shares 293,065 $19.8M 1.18% +107,635 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: 168,109 shares; 2024Q4: 174,739 shares; 2025Q1: 183,355 shares; 2025Q2: 195,254 shares; 2025Q3: 205,004 shares; 2025Q4: 228,636 shares; 2026Q1: 239,899 shares; 2026Q2: 267,770 shares 267,770 $19.7M 1.17% +27,871 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: 40,368 shares; 2024Q4: 40,098 shares; 2025Q1: 40,195 shares; 2025Q2: 40,337 shares; 2025Q3: 39,737 shares; 2025Q4: 39,752 shares; 2026Q1: 37,789 shares; 2026Q2: 39,082 shares 39,082 $19.6M 1.16% +1,293 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: 330,991 shares; 2024Q4: 1,042,402 shares; 2025Q1: 668,762 shares; 2025Q2: 657,646 shares; 2025Q3: 614,814 shares; 2025Q4: 600,635 shares; 2026Q1: 607,418 shares; 2026Q2: 614,431 shares 614,431 $19.5M 1.16% +7,013 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,191 shares; 2024Q4: 79,855 shares; 2025Q1: 84,437 shares; 2025Q2: 85,245 shares; 2025Q3: 86,529 shares; 2025Q4: 85,024 shares; 2026Q1: 86,760 shares; 2026Q2: 87,259 shares 87,259 $18.6M 1.11% +499 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: 55,975 shares; 2024Q4: 56,314 shares; 2025Q1: 57,717 shares; 2025Q2: 61,745 shares; 2025Q3: 61,743 shares; 2025Q4: 61,355 shares; 2026Q1: 59,101 shares; 2026Q2: 57,745 shares 57,745 $17.3M 1.03% -1,356 Timeline DUHP 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: 372,785 shares; 2024Q4: 372,785 shares; 2025Q1: 364,595 shares; 2025Q2: 395,316 shares; 2025Q3: 396,758 shares; 2025Q4: 397,491 shares; 2026Q1: 395,577 shares; 2026Q2: 399,989 shares 399,989 $16.7M 0.99% +4,412 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: 130,583 shares; 2024Q4: 128,850 shares; 2025Q1: 126,687 shares; 2025Q2: 125,634 shares; 2025Q3: 124,814 shares; 2025Q4: 130,927 shares; 2026Q1: 132,333 shares; 2026Q2: 132,727 shares 132,727 $15M 0.89% +394 Timeline DFAI 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: 379,132 shares; 2024Q4: 380,670 shares; 2025Q1: 386,436 shares; 2025Q2: 391,729 shares; 2025Q3: 391,729 shares; 2025Q4: 391,729 shares; 2026Q1: 356,773 shares; 2026Q2: 357,531 shares 357,531 $14.7M 0.88% +758 Timeline TOTL 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: 198,707 shares; 2024Q4: 216,590 shares; 2025Q1: 244,025 shares; 2025Q2: 268,141 shares; 2025Q3: 292,122 shares; 2025Q4: 311,607 shares; 2026Q1: 337,663 shares; 2026Q2: 360,810 shares 360,810 $14.2M 0.85% +23,147 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: 40,734 shares; 2024Q4: 41,073 shares; 2025Q1: 40,914 shares; 2025Q2: 40,906 shares; 2025Q3: 40,641 shares; 2025Q4: 40,050 shares; 2026Q1: 40,503 shares; 2026Q2: 42,093 shares 42,093 $13.8M 0.82% +1,590 Timeline DFSV 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: 306,978 shares; 2024Q4: 306,211 shares; 2025Q1: 321,308 shares; 2025Q2: 328,564 shares; 2025Q3: 328,564 shares; 2025Q4: 328,564 shares; 2026Q1: 318,664 shares; 2026Q2: 312,283 shares 312,283 $12.1M 0.72% -6,381 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,270 shares; 2024Q4: 102,403 shares; 2025Q1: 110,118 shares; 2025Q2: 112,647 shares; 2025Q3: 116,449 shares; 2025Q4: 124,777 shares; 2026Q1: 131,216 shares; 2026Q2: 132,296 shares 132,296 $11.9M 0.71% +1,080 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: 20,313 shares; 2025Q1: 26,148 shares; 2025Q2: 26,393 shares; 2025Q3: 28,089 shares; 2025Q4: 29,860 shares; 2026Q1: 26,467 shares; 2026Q2: 26,238 shares 26,238 $11.4M 0.68% -229 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: 45,253 shares; 2024Q4: 45,223 shares; 2025Q1: 47,106 shares; 2025Q2: 48,383 shares; 2025Q3: 50,013 shares; 2025Q4: 50,535 shares; 2026Q1: 51,630 shares; 2026Q2: 52,042 shares 52,042 $10.9M 0.65% +412 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: 10,451 shares; 2024Q4: 11,144 shares; 2025Q1: 13,201 shares; 2025Q2: 14,069 shares; 2025Q3: 14,414 shares; 2025Q4: 14,660 shares; 2026Q1: 17,566 shares; 2026Q2: 19,032 shares 19,032 $10.7M 0.64% +1,466 Timeline RDVI 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: 205,506 shares; 2024Q4: 240,095 shares; 2025Q1: 294,212 shares; 2025Q2: 318,232 shares; 2025Q3: 322,292 shares; 2025Q4: 342,206 shares; 2026Q1: 346,412 shares; 2026Q2: 349,706 shares 349,706 $10.3M 0.61% +3,294 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: 54,756 shares; 2024Q4: 54,822 shares; 2025Q1: 52,961 shares; 2025Q2: 48,931 shares; 2025Q3: 50,050 shares; 2025Q4: 56,488 shares; 2026Q1: 74,329 shares; 2026Q2: 76,268 shares 76,268 $9.8M 0.58% +1,939 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: 74,600 shares; 2024Q4: 74,578 shares; 2025Q1: 79,038 shares; 2025Q2: 78,830 shares; 2025Q3: 80,580 shares; 2025Q4: 84,177 shares; 2026Q1: 81,671 shares; 2026Q2: 83,431 shares 83,431 $9.8M 0.58% +1,760 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 566,079 shares; 2026Q2: 650,109 shares 650,109 $9.58M 0.57% +84,030 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: 2,699 shares; 2025Q1: 2,801 shares; 2025Q2: 2,983 shares; 2025Q3: 3,068 shares; 2025Q4: 2,999 shares; 2026Q1: 3,064 shares; 2026Q2: 31,249 shares 31,249 $9.43M 0.56% +28,185 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: 4,443 shares; 2024Q4: 4,528 shares; 2025Q1: 4,357 shares; 2025Q2: 5,902 shares; 2025Q3: 5,926 shares; 2025Q4: 8,692 shares; 2026Q1: 8,889 shares; 2026Q2: 7,989 shares 7,989 $9.22M 0.55% -900 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,199 shares; 2024Q4: 92,531 shares; 2025Q1: 100,323 shares; 2025Q2: 103,427 shares; 2025Q3: 102,606 shares; 2025Q4: 105,233 shares; 2026Q1: 108,978 shares; 2026Q2: 113,228 shares 113,228 $9.18M 0.55% +4,250 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,400 shares; 2025Q1: 89,347 shares; 2025Q2: 114,297 shares; 2025Q3: 161,572 shares; 2025Q4: 175,745 shares; 2026Q1: 193,437 shares; 2026Q2: 212,206 shares 212,206 $9.15M 0.55% +18,769 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: 4,946 shares; 2024Q4: 5,650 shares; 2025Q1: 6,130 shares; 2025Q2: 7,161 shares; 2025Q3: 7,853 shares; 2025Q4: 8,116 shares; 2026Q1: 7,735 shares; 2026Q2: 8,247 shares 8,247 $8.78M 0.52% +512 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: 23,705 shares; 2024Q4: 23,524 shares; 2025Q1: 24,391 shares; 2025Q2: 24,725 shares; 2025Q3: 25,514 shares; 2025Q4: 25,273 shares; 2026Q1: 23,994 shares; 2026Q2: 24,592 shares 24,592 $8.32M 0.5% +598 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: 15,774 shares; 2024Q4: 15,566 shares; 2025Q1: 15,830 shares; 2025Q2: 15,858 shares; 2025Q3: 16,281 shares; 2025Q4: 16,936 shares; 2026Q1: 15,558 shares; 2026Q2: 16,017 shares 16,017 $8.23M 0.49% +459 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: 55,968 shares; 2024Q4: 55,891 shares; 2025Q1: 56,356 shares; 2025Q2: 55,853 shares; 2025Q3: 57,363 shares; 2025Q4: 56,990 shares; 2026Q1: 55,845 shares; 2026Q2: 56,092 shares 56,092 $8.23M 0.49% +247 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: 44,156 shares; 2024Q4: 43,633 shares; 2025Q1: 43,602 shares; 2025Q2: 43,352 shares; 2025Q3: 43,315 shares; 2025Q4: 43,152 shares; 2026Q1: 39,701 shares; 2026Q2: 42,859 shares 42,859 $8.13M 0.48% +3,158 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: 7,406 shares; 2024Q4: 7,851 shares; 2025Q1: 8,303 shares; 2025Q2: 9,032 shares; 2025Q3: 9,766 shares; 2025Q4: 9,916 shares; 2026Q1: 10,495 shares; 2026Q2: 11,085 shares 11,085 $8.01M 0.48% +590 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,767 shares; 2024Q4: 67,460 shares; 2025Q1: 67,791 shares; 2025Q2: 71,809 shares; 2025Q3: 73,899 shares; 2025Q4: 76,243 shares; 2026Q1: 78,933 shares; 2026Q2: 83,694 shares 83,694 $7.91M 0.47% +4,761 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: 21,798 shares; 2024Q4: 23,139 shares; 2025Q1: 23,119 shares; 2025Q2: 23,104 shares; 2025Q3: 23,119 shares; 2025Q4: 22,944 shares; 2026Q1: 22,944 shares; 2026Q2: 22,444 shares 22,444 $7.72M 0.46% -500 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: 22,594 shares; 2024Q4: 21,956 shares; 2025Q1: 22,481 shares; 2025Q2: 22,554 shares; 2025Q3: 22,261 shares; 2025Q4: 23,951 shares; 2026Q1: 21,504 shares; 2026Q2: 21,326 shares 21,326 $7.54M 0.45% -178 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: 123,359 shares; 2024Q4: 126,848 shares; 2025Q1: 131,671 shares; 2025Q2: 135,291 shares; 2025Q3: 135,194 shares; 2025Q4: 135,004 shares; 2026Q1: 127,450 shares; 2026Q2: 125,042 shares 125,042 $7.46M 0.44% -2,408 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: 11,611 shares; 2024Q4: 11,618 shares; 2025Q1: 11,382 shares; 2025Q2: 10,982 shares; 2025Q3: 10,802 shares; 2025Q4: 10,832 shares; 2026Q1: 10,572 shares; 2026Q2: 10,485 shares 10,485 $7.37M 0.44% -87 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: 13,259 shares; 2024Q4: 13,147 shares; 2025Q1: 13,423 shares; 2025Q2: 14,260 shares; 2025Q3: 13,849 shares; 2025Q4: 13,098 shares; 2026Q1: 15,753 shares; 2026Q2: 17,256 shares 17,256 $7.26M 0.43% +1,503 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,442 shares; 2024Q4: 208,045 shares; 2025Q1: 209,331 shares; 2025Q2: 216,573 shares; 2025Q3: 216,573 shares; 2025Q4: 216,573 shares; 2026Q1: 187,793 shares; 2026Q2: 179,163 shares 179,163 $7.2M 0.43% -8,630 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: 10,683 shares; 2024Q4: 11,113 shares; 2025Q1: 11,143 shares; 2025Q2: 10,701 shares; 2025Q3: 10,532 shares; 2025Q4: 10,073 shares; 2026Q1: 10,108 shares; 2026Q2: 10,447 shares 10,447 $7.18M 0.43% +339 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: 6,316 shares; 2025Q1: 6,593 shares; 2025Q2: 6,654 shares; 2025Q3: 6,926 shares; 2025Q4: 6,951 shares; 2026Q1: 7,070 shares; 2026Q2: 7,193 shares 7,193 $6.92M 0.41% +123 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,803 shares; 2024Q4: 16,901 shares; 2025Q1: 17,275 shares; 2025Q2: 17,386 shares; 2025Q3: 17,771 shares; 2025Q4: 17,672 shares; 2026Q1: 17,768 shares; 2026Q2: 18,931 shares 18,931 $6.68M 0.4% +1,163 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: 8,198 shares; 2024Q4: 8,068 shares; 2025Q1: 7,284 shares; 2025Q2: 10,160 shares; 2025Q3: 10,190 shares; 2025Q4: 10,264 shares; 2026Q1: 10,416 shares; 2026Q2: 11,481 shares 11,481 $6.67M 0.4% +1,065 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,185 shares; 2024Q4: 30,600 shares; 2025Q1: 30,575 shares; 2025Q2: 26,377 shares; 2025Q3: 36,732 shares; 2025Q4: 34,862 shares; 2026Q1: 37,990 shares; 2026Q2: 41,605 shares 41,605 $6.53M 0.39% +3,615 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 5,270 shares; 2025Q1: 5,372 shares; 2025Q2: 5,463 shares; 2025Q3: 5,823 shares; 2025Q4: 5,965 shares; 2026Q1: 6,332 shares; 2026Q2: 6,485 shares 6,485 $6.07M 0.36% +153 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: 29,010 shares; 2024Q4: 28,082 shares; 2025Q1: 28,289 shares; 2025Q2: 27,067 shares; 2025Q3: 26,846 shares; 2025Q4: 26,380 shares; 2026Q1: 26,127 shares; 2026Q2: 26,066 shares 26,066 $5.92M 0.35% -61 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: 15,362 shares; 2024Q4: 15,278 shares; 2025Q1: 15,297 shares; 2025Q2: 14,296 shares; 2025Q3: 13,066 shares; 2025Q4: 11,983 shares; 2026Q1: 11,713 shares; 2026Q2: 10,713 shares 10,713 $5.6M 0.33% -1,000 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: 3,757 shares; 2024Q4: 3,711 shares; 2025Q1: 3,684 shares; 2025Q2: 3,777 shares; 2025Q3: 3,728 shares; 2025Q4: 4,289 shares; 2026Q1: 4,259 shares; 2026Q2: 4,634 shares 4,634 $5.56M 0.33% +375 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: 20,169 shares; 2024Q4: 20,077 shares; 2025Q1: 20,043 shares; 2025Q2: 19,686 shares; 2025Q3: 19,860 shares; 2025Q4: 19,633 shares; 2026Q1: 19,836 shares; 2026Q2: 20,071 shares 20,071 $5.43M 0.32% +235 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: 11,678 shares; 2024Q4: 11,618 shares; 2025Q1: 12,291 shares; 2025Q2: 12,454 shares; 2025Q3: 13,663 shares; 2025Q4: 14,060 shares; 2026Q1: 13,876 shares; 2026Q2: 14,622 shares 14,622 $5.29M 0.32% +746 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,517 shares; 2024Q4: 62,794 shares; 2025Q1: 76,927 shares; 2025Q2: 101,218 shares; 2025Q3: 108,530 shares; 2025Q4: 121,194 shares; 2026Q1: 134,781 shares; 2026Q2: 139,260 shares 139,260 $5.28M 0.31% +4,479 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: 10,651 shares; 2024Q4: 11,049 shares; 2025Q1: 11,295 shares; 2025Q2: 11,544 shares; 2025Q3: 12,379 shares; 2025Q4: 12,536 shares; 2026Q1: 15,217 shares; 2026Q2: 15,302 shares 15,302 $5.25M 0.31% +85 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: 8,453 shares; 2024Q4: 8,783 shares; 2025Q1: 8,695 shares; 2025Q2: 8,750 shares; 2025Q3: 9,279 shares; 2025Q4: 10,287 shares; 2026Q1: 9,936 shares; 2026Q2: 10,038 shares 10,038 $5.11M 0.3% +102 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: 12,205 shares; 2024Q4: 12,061 shares; 2025Q1: 15,874 shares; 2025Q2: 15,148 shares; 2025Q3: 15,057 shares; 2025Q4: 15,189 shares; 2026Q1: 15,722 shares; 2026Q2: 62,376 shares 62,376 $5.03M 0.3% +46,654 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: 61,530 shares; 2024Q4: 61,117 shares; 2025Q1: 62,854 shares; 2025Q2: 62,819 shares; 2025Q3: 63,466 shares; 2025Q4: 62,107 shares; 2026Q1: 58,026 shares; 2026Q2: 60,622 shares 60,622 $4.93M 0.29% +2,596 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: 27,498 shares; 2024Q4: 25,050 shares; 2025Q1: 24,350 shares; 2025Q2: 24,221 shares; 2025Q3: 24,172 shares; 2025Q4: 37,386 shares; 2026Q1: 36,170 shares; 2026Q2: 35,737 shares 35,737 $4.84M 0.29% -433 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: 13,123 shares; 2024Q4: 14,582 shares; 2025Q1: 16,022 shares; 2025Q2: 16,166 shares; 2025Q3: 16,535 shares; 2025Q4: 16,856 shares; 2026Q1: 17,404 shares; 2026Q2: 18,263 shares 18,263 $4.76M 0.28% +859 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: 70,754 shares; 2024Q4: 74,032 shares; 2025Q1: 76,100 shares; 2025Q2: 105,305 shares; 2025Q3: 107,686 shares; 2025Q4: 97,593 shares; 2026Q1: 99,445 shares; 2026Q2: 92,617 shares 92,617 $4.68M 0.28% -6,828 Timeline FDN 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: 23,824 shares; 2024Q4: 27,089 shares; 2025Q1: 29,539 shares; 2025Q2: 33,026 shares; 2025Q3: 36,018 shares; 2025Q4: 37,093 shares; 2026Q1: 18,404 shares; 2026Q2: 17,420 shares 17,420 $4.61M 0.27% -984 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: 21,683 shares; 2024Q4: 20,433 shares; 2025Q1: 44,953 shares; 2025Q2: 56,182 shares; 2025Q3: 67,299 shares; 2025Q4: 71,633 shares; 2026Q1: 77,679 shares; 2026Q2: 74,946 shares 74,946 $4.61M 0.27% -2,733 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: 17,844 shares; 2024Q4: 16,698 shares; 2025Q1: 17,373 shares; 2025Q2: 17,788 shares; 2025Q3: 18,207 shares; 2025Q4: 17,381 shares; 2026Q1: 16,359 shares; 2026Q2: 16,374 shares 16,374 $4.6M 0.27% +15 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: 23,794 shares; 2024Q4: 24,533 shares; 2025Q1: 24,410 shares; 2025Q2: 23,814 shares; 2025Q3: 23,830 shares; 2025Q4: 26,157 shares; 2026Q1: 26,201 shares; 2026Q2: 33,296 shares 33,296 $4.55M 0.27% +7,095 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,656 shares; 2024Q4: 32,795 shares; 2025Q1: 35,210 shares; 2025Q2: 35,665 shares; 2025Q3: 36,460 shares; 2025Q4: 35,707 shares; 2026Q1: 37,782 shares; 2026Q2: 38,652 shares 38,652 $4.54M 0.27% +870 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: 64,117 shares; 2024Q4: 72,262 shares; 2025Q1: 68,033 shares; 2025Q2: 63,722 shares; 2025Q3: 61,388 shares; 2025Q4: 60,514 shares; 2026Q1: 58,801 shares; 2026Q2: 51,771 shares 51,771 $4.43M 0.26% -7,030 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: 17,029 shares; 2024Q4: 16,882 shares; 2025Q1: 16,883 shares; 2025Q2: 16,882 shares; 2025Q3: 16,268 shares; 2025Q4: 16,153 shares; 2026Q1: 16,272 shares; 2026Q2: 16,096 shares 16,096 $4.35M 0.26% -176 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: 11,300 shares; 2024Q4: 15,247 shares; 2025Q1: 15,358 shares; 2025Q2: 16,485 shares; 2025Q3: 16,400 shares; 2025Q4: 16,490 shares; 2026Q1: 16,067 shares; 2026Q2: 17,031 shares 17,031 $4.29M 0.26% +964 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: 31,118 shares; 2024Q4: 33,698 shares; 2025Q1: 34,375 shares; 2025Q2: 34,881 shares; 2025Q3: 36,613 shares; 2025Q4: 32,244 shares; 2026Q1: 33,382 shares; 2026Q2: 33,876 shares 33,876 $4.28M 0.25% +494 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: 70,333 shares; 2024Q4: 67,755 shares; 2025Q1: 71,217 shares; 2025Q2: 69,786 shares; 2025Q3: 69,467 shares; 2025Q4: 73,302 shares; 2026Q1: 71,553 shares; 2026Q2: 73,026 shares 73,026 $4.16M 0.25% +1,473 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: 15,630 shares; 2024Q4: 16,972 shares; 2025Q1: 16,790 shares; 2025Q2: 16,371 shares; 2025Q3: 15,149 shares; 2025Q4: 17,719 shares; 2026Q1: 17,088 shares; 2026Q2: 17,004 shares 17,004 $4.02M 0.24% -84 Timeline SCHM 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: 38,099 shares; 2024Q4: 105,252 shares; 2025Q1: 122,718 shares; 2025Q2: 108,740 shares; 2025Q3: 107,075 shares; 2025Q4: 108,296 shares; 2026Q1: 108,666 shares; 2026Q2: 106,475 shares 106,475 $3.93M 0.23% -2,191 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: 18,245 shares; 2024Q4: 17,531 shares; 2025Q1: 18,155 shares; 2025Q2: 18,071 shares; 2025Q3: 19,506 shares; 2025Q4: 19,695 shares; 2026Q1: 20,298 shares; 2026Q2: 23,269 shares 23,269 $3.86M 0.23% +2,971 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: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,465 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,497 shares; 2026Q2: 4,487 shares 4,487 $3.85M 0.23% -10 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: 4,397 shares; 2024Q4: 4,353 shares; 2025Q1: 4,301 shares; 2025Q2: 4,428 shares; 2025Q3: 4,294 shares; 2025Q4: 5,507 shares; 2026Q1: 9,521 shares; 2026Q2: 9,790 shares 9,790 $3.66M 0.22% +269 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: 29,957 shares; 2024Q4: 30,270 shares; 2025Q1: 31,409 shares; 2025Q2: 30,873 shares; 2025Q3: 33,399 shares; 2025Q4: 34,249 shares; 2026Q1: 34,847 shares; 2026Q2: 36,314 shares 36,314 $3.48M 0.21% +1,467 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: 2,648 shares; 2024Q4: 2,938 shares; 2025Q1: 2,934 shares; 2025Q2: 3,215 shares; 2025Q3: 3,164 shares; 2025Q4: 3,258 shares; 2026Q1: 3,022 shares; 2026Q2: 3,345 shares 3,345 $3.38M 0.2% +323 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,405 shares; 2024Q4: 32,285 shares; 2025Q1: 39,129 shares; 2025Q2: 35,388 shares; 2025Q3: 35,796 shares; 2025Q4: 35,189 shares; 2026Q1: 35,560 shares; 2026Q2: 35,417 shares 35,417 $3.38M 0.2% -143 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: 4,675 shares; 2024Q4: 4,673 shares; 2025Q1: 4,655 shares; 2025Q2: 4,525 shares; 2025Q3: 4,372 shares; 2025Q4: 4,494 shares; 2026Q1: 4,418 shares; 2026Q2: 4,427 shares 4,427 $3.16M 0.19% +9 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,525 shares; 2025Q1: 10,376 shares; 2025Q2: 7,329 shares; 2025Q3: 8,658 shares; 2025Q4: 11,083 shares; 2026Q1: 13,776 shares; 2026Q2: 60,430 shares 60,430 $3.06M 0.18% +46,654 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: 10,470 shares; 2024Q4: 10,316 shares; 2025Q1: 10,098 shares; 2025Q2: 9,885 shares; 2025Q3: 9,568 shares; 2025Q4: 12,545 shares; 2026Q1: 12,462 shares; 2026Q2: 12,390 shares 12,390 $3.05M 0.18% -72 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,999 shares; 2024Q4: 85,493 shares; 2025Q1: 45,938 shares; 2025Q2: 44,137 shares; 2025Q3: 43,402 shares; 2025Q4: 42,336 shares; 2026Q1: 37,457 shares; 2026Q2: 36,048 shares 36,048 $2.97M 0.18% -1,409 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: 10,659 shares; 2024Q4: 10,910 shares; 2025Q1: 10,904 shares; 2025Q2: 11,458 shares; 2025Q3: 15,955 shares; 2025Q4: 17,841 shares; 2026Q1: 17,351 shares; 2026Q2: 20,230 shares 20,230 $2.96M 0.18% +2,879 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: 13,292 shares; 2024Q4: not reported; 2025Q1: 9,949 shares; 2025Q2: 12,432 shares; 2025Q3: 13,419 shares; 2025Q4: 18,331 shares; 2026Q1: 17,344 shares; 2026Q2: 21,002 shares 21,002 $2.93M 0.17% +3,658 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,988 shares; 2024Q4: 42,361 shares; 2025Q1: 43,342 shares; 2025Q2: 50,091 shares; 2025Q3: 50,813 shares; 2025Q4: 50,169 shares; 2026Q1: 49,238 shares; 2026Q2: 49,709 shares 49,709 $2.93M 0.17% +471 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: 16,581 shares; 2024Q4: 15,846 shares; 2025Q1: 15,818 shares; 2025Q2: 16,599 shares; 2025Q3: 17,208 shares; 2025Q4: 20,047 shares; 2026Q1: 20,320 shares; 2026Q2: 20,826 shares 20,826 $2.91M 0.17% +506 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: 744 shares; 2024Q4: 1,077 shares; 2025Q1: 1,219 shares; 2025Q2: 1,464 shares; 2025Q3: 1,688 shares; 2025Q4: 1,795 shares; 2026Q1: 1,918 shares; 2026Q2: 2,044 shares 2,044 $2.78M 0.17% +126 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: 6,099 shares; 2024Q4: 7,588 shares; 2025Q1: 7,435 shares; 2025Q2: 7,431 shares; 2025Q3: 7,350 shares; 2025Q4: 14,846 shares; 2026Q1: 14,941 shares; 2026Q2: 14,558 shares 14,558 $2.77M 0.17% -383 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: 8,671 shares; 2024Q4: 12,266 shares; 2025Q1: 13,210 shares; 2025Q2: 12,950 shares; 2025Q3: 13,358 shares; 2025Q4: 13,658 shares; 2026Q1: 14,270 shares; 2026Q2: 14,937 shares 14,937 $2.76M 0.16% +667 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,919 shares; 2024Q4: 32,650 shares; 2025Q1: 29,450 shares; 2025Q2: 24,629 shares; 2025Q3: 34,035 shares; 2025Q4: 37,845 shares; 2026Q1: 77,959 shares; 2026Q2: 49,194 shares 49,194 $2.48M 0.15% -28,765 Timeline RYCEY ROLLS-ROYCE HOLDINGS-SP ADR More: the full row for ROLLS-ROYCE HOLDINGS-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,319 shares; 2026Q2: 127,319 shares 127,319 $2.45M 0.15% 0 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: 8,071 shares; 2024Q4: 8,377 shares; 2025Q1: 8,750 shares; 2025Q2: 8,034 shares; 2025Q3: 7,396 shares; 2025Q4: 8,242 shares; 2026Q1: 3,959 shares; 2026Q2: 5,860 shares 5,860 $2.44M 0.15% +1,901 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,865 shares; 2024Q4: 30,185 shares; 2025Q1: 28,346 shares; 2025Q2: 28,250 shares; 2025Q3: 27,520 shares; 2025Q4: 23,948 shares; 2026Q1: 23,683 shares; 2026Q2: 23,583 shares 23,583 $2.42M 0.14% -100 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,986 shares; 2026Q2: 47,986 shares 47,986 $2.42M 0.14% 0 Timeline SMERY SIEMENS ENERGY AG SPONSORED AD More: the full row for SIEMENS ENERGY AG SPONSORED AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,397 shares; 2026Q2: 61,985 shares 61,985 $2.36M 0.14% +49,588 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: 55,026 shares; 2024Q4: 53,681 shares; 2025Q1: 52,716 shares; 2025Q2: 53,594 shares; 2025Q3: 51,946 shares; 2025Q4: 50,792 shares; 2026Q1: 54,371 shares; 2026Q2: 55,447 shares 55,447 $2.35M 0.14% +1,076 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: 2,740 shares; 2024Q4: 2,849 shares; 2025Q1: 3,011 shares; 2025Q2: 3,126 shares; 2025Q3: 3,172 shares; 2025Q4: 32,079 shares; 2026Q1: 29,759 shares; 2026Q2: 32,157 shares 32,157 $2.3M 0.14% +2,398 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: 1,721 shares; 2025Q2: 1,769 shares; 2025Q3: 1,662 shares; 2025Q4: 1,970 shares; 2026Q1: 8,142 shares; 2026Q2: 8,515 shares 8,515 $2.29M 0.14% +373 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,146 shares; 2024Q4: 5,909 shares; 2025Q1: 3,532 shares; 2025Q2: 3,731 shares; 2025Q3: 3,960 shares; 2025Q4: 3,400 shares; 2026Q1: 3,451 shares; 2026Q2: 3,472 shares 3,472 $2.28M 0.14% +21 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 7,959 shares; 2025Q3: 9,896 shares; 2025Q4: 12,652 shares; 2026Q1: 18,171 shares; 2026Q2: 19,212 shares 19,212 $2.24M 0.13% +1,041 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,636 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares; 2026Q2: 3,495 shares 3,495 $2.24M 0.13% -50 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: 37,111 shares; 2024Q4: 29,405 shares; 2025Q1: 28,999 shares; 2025Q2: 29,003 shares; 2025Q3: 29,421 shares; 2025Q4: 28,739 shares; 2026Q1: 25,507 shares; 2026Q2: 22,941 shares 22,941 $2.21M 0.13% -2,566 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: 1,090 shares; 2024Q4: 1,092 shares; 2025Q1: 1,088 shares; 2025Q2: 1,153 shares; 2025Q3: 1,157 shares; 2025Q4: 1,607 shares; 2026Q1: 1,654 shares; 2026Q2: 1,878 shares 1,878 $2.21M 0.13% +224 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: 26,545 shares; 2024Q4: 28,479 shares; 2025Q1: 27,367 shares; 2025Q2: 25,831 shares; 2025Q3: 25,261 shares; 2025Q4: 26,123 shares; 2026Q1: 24,217 shares; 2026Q2: 24,887 shares 24,887 $2.18M 0.13% +670 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,600 shares; 2024Q4: 58,910 shares; 2025Q1: 62,245 shares; 2025Q2: 63,585 shares; 2025Q3: 61,185 shares; 2025Q4: 70,745 shares; 2026Q1: 70,745 shares; 2026Q2: 58,890 shares 58,890 $2.15M 0.13% -11,855 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,836 shares; 2024Q4: 28,936 shares; 2025Q1: 40,036 shares; 2025Q2: 40,311 shares; 2025Q3: 43,811 shares; 2025Q4: 43,461 shares; 2026Q1: 43,956 shares; 2026Q2: 43,626 shares 43,626 $2.14M 0.13% -330 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: 49,333 shares; 2024Q4: 47,535 shares; 2025Q1: 46,152 shares; 2025Q2: 43,848 shares; 2025Q3: 43,053 shares; 2025Q4: 42,983 shares; 2026Q1: 44,043 shares; 2026Q2: 45,006 shares 45,006 $2.14M 0.13% +963 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,675 shares; 2026Q1: 2,670 shares; 2026Q2: 3,301 shares 3,301 $2.11M 0.13% +631 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: 7,431 shares; 2024Q4: 9,131 shares; 2025Q1: 10,656 shares; 2025Q2: 11,672 shares; 2025Q3: 12,194 shares; 2025Q4: 12,886 shares; 2026Q1: 13,662 shares; 2026Q2: 15,066 shares 15,066 $2.07M 0.12% +1,404 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: 910 shares; 2024Q4: 1,948 shares; 2025Q1: 2,597 shares; 2025Q2: 3,056 shares; 2025Q3: 3,114 shares; 2025Q4: 3,647 shares; 2026Q1: 3,880 shares; 2026Q2: 23,942 shares 23,942 $2.06M 0.12% +20,062 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,724 shares; 2025Q1: 1,508 shares; 2025Q2: 1,514 shares; 2025Q3: 4,920 shares; 2025Q4: 5,494 shares; 2026Q1: 5,561 shares; 2026Q2: 5,966 shares 5,966 $2.05M 0.12% +405 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,559 shares; 2024Q4: 6,288 shares; 2025Q1: 6,343 shares; 2025Q2: 6,624 shares; 2025Q3: 7,221 shares; 2025Q4: 9,014 shares; 2026Q1: 10,257 shares; 2026Q2: 10,966 shares 10,966 $1.98M 0.12% +709 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: 2,681 shares; 2024Q4: 3,393 shares; 2025Q1: 4,237 shares; 2025Q2: 5,130 shares; 2025Q3: 5,661 shares; 2025Q4: 8,206 shares; 2026Q1: 8,280 shares; 2026Q2: 7,728 shares 7,728 $1.98M 0.12% -552 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: 1,879 shares; 2025Q3: 1,850 shares; 2025Q4: 2,014 shares; 2026Q1: 2,105 shares; 2026Q2: 1,996 shares 1,996 $1.93M 0.11% -109 Timeline SMMD 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: 20,988 shares; 2026Q2: 20,988 shares 20,988 $1.92M 0.11% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,192 shares; 2024Q4: 4,185 shares; 2025Q1: 4,167 shares; 2025Q2: 4,107 shares; 2025Q3: 4,114 shares; 2025Q4: 4,117 shares; 2026Q1: 4,309 shares; 2026Q2: 4,512 shares 4,512 $1.92M 0.11% +203 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: 880 shares; 2024Q4: 914 shares; 2025Q1: 1,114 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,617 shares; 2026Q1: 2,078 shares; 2026Q2: 16,071 shares 16,071 $1.92M 0.11% +13,993 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE 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: 170,050 shares; 2026Q1: 170,050 shares; 2026Q2: 116,881 shares 116,881 $1.89M 0.11% -53,169 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: 27,409 shares; 2024Q4: 26,065 shares; 2025Q1: 25,191 shares; 2025Q2: 23,527 shares; 2025Q3: 21,581 shares; 2025Q4: 19,831 shares; 2026Q1: 19,660 shares; 2026Q2: 18,438 shares 18,438 $1.88M 0.11% -1,222 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: 6,415 shares; 2024Q4: 6,905 shares; 2025Q1: 6,665 shares; 2025Q2: 8,021 shares; 2025Q3: 8,569 shares; 2025Q4: 8,616 shares; 2026Q1: 8,896 shares; 2026Q2: 8,509 shares 8,509 $1.88M 0.11% -387 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: 3,079 shares; 2024Q4: 3,481 shares; 2025Q1: 4,669 shares; 2025Q2: 4,925 shares; 2025Q3: 5,848 shares; 2025Q4: 6,164 shares; 2026Q1: 6,702 shares; 2026Q2: 7,252 shares 7,252 $1.85M 0.11% +550 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,465 shares 7,465 $1.84M 0.11% -35 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: 17,898 shares; 2024Q4: 18,869 shares; 2025Q1: 20,919 shares; 2025Q2: 17,824 shares; 2025Q3: 15,693 shares; 2025Q4: 29,946 shares; 2026Q1: 28,643 shares; 2026Q2: 30,622 shares 30,622 $1.76M 0.11% +1,979 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: 2,398 shares; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,468 shares; 2025Q3: 2,626 shares; 2025Q4: 3,735 shares; 2026Q1: 4,918 shares; 2026Q2: 4,743 shares 4,743 $1.75M 0.1% -175 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: 6,310 shares; 2024Q4: 6,251 shares; 2025Q1: 6,225 shares; 2025Q2: 6,470 shares; 2025Q3: 6,490 shares; 2025Q4: 10,470 shares; 2026Q1: 10,671 shares; 2026Q2: 11,246 shares 11,246 $1.7M 0.1% +575 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: 1,262 shares; 2024Q4: 1,041 shares; 2025Q1: 1,528 shares; 2025Q2: 1,294 shares; 2025Q3: 1,527 shares; 2025Q4: 2,237 shares; 2026Q1: 2,415 shares; 2026Q2: 2,713 shares 2,713 $1.69M 0.1% +298 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,350 shares; 2026Q2: 20,100 shares 20,100 $1.66M 0.1% +16,750 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,972 shares; 2024Q4: 14,080 shares; 2025Q1: 14,004 shares; 2025Q2: 13,799 shares; 2025Q3: 13,420 shares; 2025Q4: 13,420 shares; 2026Q1: 12,482 shares; 2026Q2: 12,087 shares 12,087 $1.65M 0.1% -395 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: 1,978 shares; 2024Q4: 2,501 shares; 2025Q1: 2,514 shares; 2025Q2: 2,573 shares; 2025Q3: 3,036 shares; 2025Q4: 3,037 shares; 2026Q1: 2,242 shares; 2026Q2: 2,546 shares 2,546 $1.62M 0.1% +304 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: 22,500 shares; 2024Q4: 23,630 shares; 2025Q1: 21,518 shares; 2025Q2: 21,662 shares; 2025Q3: 21,497 shares; 2025Q4: 21,246 shares; 2026Q1: 19,820 shares; 2026Q2: 19,281 shares 19,281 $1.6M 0.1% -539 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: 4,796 shares; 2024Q4: 11,762 shares; 2025Q1: 10,675 shares; 2025Q2: 11,056 shares; 2025Q3: 11,029 shares; 2025Q4: 10,770 shares; 2026Q1: 6,630 shares; 2026Q2: 7,049 shares 7,049 $1.58M 0.09% +419 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares; 2026Q2: 55,000 shares 55,000 $1.57M 0.09% 0 Timeline UNCRY UNICREDIT SPA ADR NEW 2017 (IT More: the full row for UNICREDIT SPA ADR NEW 2017 (IT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,925 shares; 2026Q2: 34,925 shares 34,925 $1.56M 0.09% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480 shares; 2026Q2: 682 shares 682 $1.55M 0.09% +202 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: 6,183 shares; 2024Q4: 5,977 shares; 2025Q1: 5,705 shares; 2025Q2: 6,271 shares; 2025Q3: 5,884 shares; 2025Q4: 5,887 shares; 2026Q1: 5,518 shares; 2026Q2: 6,853 shares 6,853 $1.48M 0.09% +1,335 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: 638 shares; 2024Q4: 638 shares; 2025Q1: 641 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 622 shares; 2026Q1: 785 shares; 2026Q2: 741 shares 741 $1.47M 0.09% -44 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: 6,121 shares; 2024Q4: 7,156 shares; 2025Q1: 5,557 shares; 2025Q2: 6,844 shares; 2025Q3: 9,469 shares; 2025Q4: 14,547 shares; 2026Q1: 14,708 shares; 2026Q2: 13,443 shares 13,443 $1.45M 0.09% -1,265 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,285 shares; 2024Q4: 17,685 shares; 2025Q1: 17,221 shares; 2025Q2: 17,561 shares; 2025Q3: 17,564 shares; 2025Q4: 17,256 shares; 2026Q1: 17,441 shares; 2026Q2: 19,084 shares 19,084 $1.45M 0.09% +1,643 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: 4,421 shares; 2024Q4: 3,902 shares; 2025Q1: 4,212 shares; 2025Q2: 4,165 shares; 2025Q3: 3,916 shares; 2025Q4: 3,889 shares; 2026Q1: 3,889 shares; 2026Q2: 3,889 shares 3,889 $1.42M 0.08% 0 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: 1,746 shares; 2024Q4: 1,686 shares; 2025Q1: 1,829 shares; 2025Q2: 1,780 shares; 2025Q3: 1,769 shares; 2025Q4: 3,907 shares; 2026Q1: 3,899 shares; 2026Q2: 4,040 shares 4,040 $1.38M 0.08% +141 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,682 shares; 2025Q3: 10,321 shares; 2025Q4: 22,038 shares; 2026Q1: 26,293 shares; 2026Q2: 26,913 shares 26,913 $1.37M 0.08% +620 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 3,483 shares; 2025Q1: 3,311 shares; 2025Q2: 2,734 shares; 2025Q3: 2,671 shares; 2025Q4: 4,044 shares; 2026Q1: 4,049 shares; 2026Q2: 4,343 shares 4,343 $1.36M 0.08% +294 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: 11,520 shares; 2024Q4: 11,454 shares; 2025Q1: 11,384 shares; 2025Q2: 11,426 shares; 2025Q3: 11,257 shares; 2025Q4: 10,312 shares; 2026Q1: 11,482 shares; 2026Q2: 13,720 shares 13,720 $1.35M 0.08% +2,238 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,684 shares; 2024Q4: 44,634 shares; 2025Q1: 46,002 shares; 2025Q2: 46,003 shares; 2025Q3: 46,004 shares; 2025Q4: 45,683 shares; 2026Q1: 44,870 shares; 2026Q2: 36,463 shares 36,463 $1.32M 0.08% -8,407 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: 2,323 shares; 2024Q4: 2,485 shares; 2025Q1: 2,530 shares; 2025Q2: 2,560 shares; 2025Q3: 2,567 shares; 2025Q4: 2,517 shares; 2026Q1: 2,346 shares; 2026Q2: 2,524 shares 2,524 $1.31M 0.08% +178 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 3,558 shares; 2025Q1: 3,603 shares; 2025Q2: 3,663 shares; 2025Q3: 3,663 shares; 2025Q4: 3,663 shares; 2026Q1: 3,169 shares; 2026Q2: 3,170 shares 3,170 $1.27M 0.08% +1 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: 5,789 shares; 2024Q4: 6,210 shares; 2025Q1: 6,794 shares; 2025Q2: 6,643 shares; 2025Q3: 6,361 shares; 2025Q4: 5,234 shares; 2026Q1: 7,053 shares; 2026Q2: 6,160 shares 6,160 $1.26M 0.08% -893 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: 564 shares; 2026Q1: 572 shares; 2026Q2: 629 shares 629 $1.25M 0.07% +57 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: 1,533 shares; 2024Q4: 2,430 shares; 2025Q1: 4,654 shares; 2025Q2: 4,425 shares; 2025Q3: 4,429 shares; 2025Q4: 5,145 shares; 2026Q1: 5,592 shares; 2026Q2: 5,601 shares 5,601 $1.22M 0.07% +9 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: 2,181 shares; 2024Q4: 2,619 shares; 2025Q1: 2,995 shares; 2025Q2: 3,571 shares; 2025Q3: 3,916 shares; 2025Q4: 4,490 shares; 2026Q1: 4,692 shares; 2026Q2: 5,297 shares 5,297 $1.18M 0.07% +605 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,625 shares; 2025Q4: 20,625 shares; 2026Q1: 20,055 shares; 2026Q2: 20,070 shares 20,070 $1.16M 0.07% +15 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: 19,292 shares; 2024Q4: 25,515 shares; 2025Q1: 25,234 shares; 2025Q2: 32,485 shares; 2025Q3: 33,662 shares; 2025Q4: 28,934 shares; 2026Q1: 45,822 shares; 2026Q2: 46,931 shares 46,931 $1.15M 0.07% +1,109 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: 9,424 shares; 2024Q4: 9,210 shares; 2025Q1: 9,207 shares; 2025Q2: 9,223 shares; 2025Q3: 9,281 shares; 2025Q4: 9,218 shares; 2026Q1: 8,207 shares; 2026Q2: 7,978 shares 7,978 $1.14M 0.07% -229 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: 9,433 shares; 2024Q4: 9,308 shares; 2025Q1: 13,104 shares; 2025Q2: 13,082 shares; 2025Q3: 13,157 shares; 2025Q4: 11,588 shares; 2026Q1: 11,639 shares; 2026Q2: 11,514 shares 11,514 $1.14M 0.07% -125 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: 1,211 shares; 2024Q4: 2,369 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,335 shares; 2025Q4: 3,935 shares; 2026Q1: 2,729 shares; 2026Q2: 3,337 shares 3,337 $1.14M 0.07% +608 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,720 shares; 2026Q2: 14,720 shares 14,720 $1.12M 0.07% 0 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: 3,373 shares; 2024Q4: 3,414 shares; 2025Q1: 3,451 shares; 2025Q2: 3,457 shares; 2025Q3: 3,457 shares; 2025Q4: 3,933 shares; 2026Q1: 3,146 shares; 2026Q2: 3,361 shares 3,361 $1.11M 0.07% +215 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,875 shares; 2025Q3: 22,625 shares; 2025Q4: 22,625 shares; 2026Q1: 21,875 shares; 2026Q2: 21,525 shares 21,525 $1.11M 0.07% -350 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: 745 shares; 2024Q4: 733 shares; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 740 shares; 2025Q4: 737 shares; 2026Q1: 756 shares; 2026Q2: 2,180 shares 2,180 $1.08M 0.06% +1,424 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: 3,904 shares; 2024Q4: 3,880 shares; 2025Q1: 3,851 shares; 2025Q2: 4,326 shares; 2025Q3: 4,338 shares; 2025Q4: 4,759 shares; 2026Q1: 4,796 shares; 2026Q2: 6,045 shares 6,045 $1.07M 0.06% +1,249 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,809 shares; 2024Q4: 15,798 shares; 2025Q1: 15,798 shares; 2025Q2: 15,798 shares; 2025Q3: 15,798 shares; 2025Q4: 15,798 shares; 2026Q1: 9,538 shares; 2026Q2: 9,538 shares 9,538 $1.05M 0.06% 0 Timeline TDIV 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,031 shares; 2025Q2: 7,000 shares; 2025Q3: 6,300 shares; 2025Q4: 9,158 shares; 2026Q1: 9,158 shares; 2026Q2: 9,158 shares 9,158 $1.05M 0.06% 0 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: 87,604 shares; 2024Q4: 64,981 shares; 2025Q1: 65,591 shares; 2025Q2: 66,284 shares; 2025Q3: 65,875 shares; 2025Q4: 61,337 shares; 2026Q1: 43,126 shares; 2026Q2: 43,459 shares 43,459 $1.05M 0.06% +333 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: 12,017 shares; 2024Q4: 11,481 shares; 2025Q1: 11,304 shares; 2025Q2: 11,710 shares; 2025Q3: 11,731 shares; 2025Q4: 11,939 shares; 2026Q1: 12,562 shares; 2026Q2: 12,580 shares 12,580 $1.04M 0.06% +18 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: 10,197 shares; 2024Q4: 10,140 shares; 2025Q1: 9,447 shares; 2025Q2: 9,631 shares; 2025Q3: 9,778 shares; 2025Q4: 9,994 shares; 2026Q1: 10,285 shares; 2026Q2: 11,212 shares 11,212 $1.03M 0.06% +927 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: 3,217 shares; 2025Q1: 3,136 shares; 2025Q2: 4,998 shares; 2025Q3: 5,019 shares; 2025Q4: 8,394 shares; 2026Q1: 7,103 shares; 2026Q2: 5,833 shares 5,833 $991K 0.06% -1,270 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: 3,034 shares; 2025Q1: 2,861 shares; 2025Q2: 2,452 shares; 2025Q3: 2,252 shares; 2025Q4: 5,669 shares; 2026Q1: 5,545 shares; 2026Q2: 5,168 shares 5,168 $983K 0.06% -377 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: 8,065 shares; 2024Q4: 8,089 shares; 2025Q1: 8,072 shares; 2025Q2: 8,234 shares; 2025Q3: 8,255 shares; 2025Q4: 9,748 shares; 2026Q1: 9,766 shares; 2026Q2: 12,735 shares 12,735 $982K 0.06% +2,969 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: 7,231 shares; 2024Q4: 7,051 shares; 2025Q1: 5,622 shares; 2025Q2: 6,202 shares; 2025Q3: 5,801 shares; 2025Q4: 5,933 shares; 2026Q1: 4,154 shares; 2026Q2: 3,283 shares 3,283 $979K 0.06% -871 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,415 shares; 2024Q4: 17,665 shares; 2025Q1: 17,705 shares; 2025Q2: 17,665 shares; 2025Q3: 17,276 shares; 2025Q4: 16,831 shares; 2026Q1: 17,189 shares; 2026Q2: 16,970 shares 16,970 $951K 0.06% -219 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: 48,116 shares; 2024Q4: 45,484 shares; 2025Q1: 48,935 shares; 2025Q2: 50,738 shares; 2025Q3: 50,199 shares; 2025Q4: 49,572 shares; 2026Q1: 47,497 shares; 2026Q2: 44,568 shares 44,568 $923K 0.05% -2,929 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: 8,544 shares; 2024Q4: 25,146 shares; 2025Q1: 25,234 shares; 2025Q2: 25,236 shares; 2025Q3: 26,386 shares; 2025Q4: 26,997 shares; 2026Q1: 30,036 shares; 2026Q2: 31,359 shares 31,359 $908K 0.05% +1,323 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: 861 shares; 2024Q4: 830 shares; 2025Q1: 865 shares; 2025Q2: 866 shares; 2025Q3: 859 shares; 2025Q4: 1,156 shares; 2026Q1: 1,182 shares; 2026Q2: 1,201 shares 1,201 $908K 0.05% +19 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares; 2026Q1: 1,615 shares; 2026Q2: 1,874 shares 1,874 $907K 0.05% +259 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,665 shares; 2024Q4: 11,535 shares; 2025Q1: 11,535 shares; 2025Q2: 11,535 shares; 2025Q3: 11,335 shares; 2025Q4: 11,810 shares; 2026Q1: 11,632 shares; 2026Q2: 11,808 shares 11,808 $899K 0.05% +176 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: 4,461 shares; 2024Q4: 3,816 shares; 2025Q1: 3,793 shares; 2025Q2: 3,464 shares; 2025Q3: 3,464 shares; 2025Q4: 6,611 shares; 2026Q1: 5,455 shares; 2026Q2: 5,273 shares 5,273 $891K 0.05% -182 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,432 shares; 2024Q4: 13,898 shares; 2025Q1: 14,314 shares; 2025Q2: 10,470 shares; 2025Q3: 10,380 shares; 2025Q4: 10,380 shares; 2026Q1: 10,074 shares; 2026Q2: 10,369 shares 10,369 $888K 0.05% +295 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: 1,621 shares; 2024Q4: 1,781 shares; 2025Q1: 1,592 shares; 2025Q2: 1,573 shares; 2025Q3: 1,593 shares; 2025Q4: 2,266 shares; 2026Q1: 2,278 shares; 2026Q2: 2,233 shares 2,233 $887K 0.05% -45 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 828 shares; 2025Q1: 695 shares; 2025Q2: 608 shares; 2025Q3: 1,278 shares; 2025Q4: 1,302 shares; 2026Q1: 1,518 shares; 2026Q2: 1,763 shares 1,763 $884K 0.05% +245 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,576 shares; 2024Q4: 8,576 shares; 2025Q1: 9,396 shares; 2025Q2: 10,526 shares; 2025Q3: 10,389 shares; 2025Q4: 10,867 shares; 2026Q1: 10,482 shares; 2026Q2: 10,682 shares 10,682 $883K 0.05% +200 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,016 shares; 2026Q1: 3,425 shares; 2026Q2: 3,447 shares 3,447 $880K 0.05% +22 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: 1,791 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,748 shares; 2025Q4: 6,270 shares; 2026Q1: 6,669 shares; 2026Q2: 6,109 shares 6,109 $874K 0.05% -560 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,222 shares; 2026Q1: 15,229 shares; 2026Q2: 13,593 shares 13,593 $873K 0.05% -1,636 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN 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: 11,422 shares; 2026Q2: 6,108 shares 6,108 $871K 0.05% -5,314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,207 shares; 2025Q4: 2,227 shares; 2026Q1: 5,634 shares; 2026Q2: 6,019 shares 6,019 $870K 0.05% +385 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,712 shares; 2024Q4: 3,670 shares; 2025Q1: 4,420 shares; 2025Q2: 3,670 shares; 2025Q3: 3,681 shares; 2025Q4: 4,756 shares; 2026Q1: 4,745 shares; 2026Q2: 4,618 shares 4,618 $855K 0.05% -127 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: 4,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,663 shares; 2026Q1: 12,895 shares; 2026Q2: 13,235 shares 13,235 $832K 0.05% +340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,532 shares; 2026Q2: 34,852 shares 34,852 $823K 0.05% -8,680 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,809 shares; 2026Q1: 2,817 shares; 2026Q2: 2,834 shares 2,834 $820K 0.05% +17 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: 4,111 shares; 2024Q4: 4,089 shares; 2025Q1: 4,184 shares; 2025Q2: 4,052 shares; 2025Q3: 3,977 shares; 2025Q4: 6,020 shares; 2026Q1: 4,887 shares; 2026Q2: 5,651 shares 5,651 $817K 0.05% +764 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: 2,235 shares; 2024Q4: 2,138 shares; 2025Q1: 2,131 shares; 2025Q2: 2,841 shares; 2025Q3: 2,835 shares; 2025Q4: 5,348 shares; 2026Q1: 2,922 shares; 2026Q2: 4,058 shares 4,058 $814K 0.05% +1,136 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,345 shares; 2025Q4: 11,160 shares; 2026Q1: 13,247 shares; 2026Q2: 15,203 shares 15,203 $813K 0.05% +1,956 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 2,592 shares; 2025Q1: 2,290 shares; 2025Q2: 2,338 shares; 2025Q3: 2,343 shares; 2025Q4: 3,569 shares; 2026Q1: 3,238 shares; 2026Q2: 2,284 shares 2,284 $809K 0.05% -954 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: 4,445 shares; 2024Q4: 4,470 shares; 2025Q1: 4,517 shares; 2025Q2: 4,617 shares; 2025Q3: 4,915 shares; 2025Q4: 5,901 shares; 2026Q1: 8,601 shares; 2026Q2: 4,827 shares 4,827 $805K 0.05% -3,774 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: 3,059 shares; 2025Q1: 3,292 shares; 2025Q2: 3,460 shares; 2025Q3: 3,236 shares; 2025Q4: 7,036 shares; 2026Q1: 7,154 shares; 2026Q2: 5,954 shares 5,954 $801K 0.05% -1,200 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,755 shares; 2024Q4: 4,655 shares; 2025Q1: 4,655 shares; 2025Q2: 4,905 shares; 2025Q3: 5,805 shares; 2025Q4: 7,400 shares; 2026Q1: 7,600 shares; 2026Q2: 7,700 shares 7,700 $800K 0.05% +100 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: 5,097 shares; 2024Q4: 6,193 shares; 2025Q1: 8,173 shares; 2025Q2: 8,554 shares; 2025Q3: 8,601 shares; 2025Q4: 8,621 shares; 2026Q1: 9,501 shares; 2026Q2: 10,734 shares 10,734 $798K 0.05% +1,233 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,717 shares; 2026Q1: 10,737 shares; 2026Q2: 10,459 shares 10,459 $779K 0.05% -278 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: 1,040 shares; 2024Q4: 1,028 shares; 2025Q1: 1,054 shares; 2025Q2: 1,102 shares; 2025Q3: 1,044 shares; 2025Q4: 1,114 shares; 2026Q1: 2,053 shares; 2026Q2: 1,905 shares 1,905 $776K 0.05% -148 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: 10,941 shares; 2024Q4: 10,187 shares; 2025Q1: 9,963 shares; 2025Q2: 9,464 shares; 2025Q3: 9,357 shares; 2025Q4: 9,993 shares; 2026Q1: 10,311 shares; 2026Q2: 11,348 shares 11,348 $775K 0.05% +1,037 Timeline VYMI 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: 6,523 shares; 2024Q4: 8,023 shares; 2025Q1: 7,823 shares; 2025Q2: 7,829 shares; 2025Q3: 7,829 shares; 2025Q4: 7,823 shares; 2026Q1: 7,289 shares; 2026Q2: 7,866 shares 7,866 $772K 0.05% +577 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,234 shares; 2025Q3: 1,957 shares; 2025Q4: 1,893 shares; 2026Q1: 2,850 shares; 2026Q2: 4,306 shares 4,306 $769K 0.05% +1,456 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: 1,558 shares; 2024Q4: 1,552 shares; 2025Q1: 1,255 shares; 2025Q2: 1,315 shares; 2025Q3: 1,317 shares; 2025Q4: 1,487 shares; 2026Q1: 724 shares; 2026Q2: 780 shares 780 $763K 0.05% +56 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,617 shares; 2025Q4: 11,337 shares; 2026Q1: 11,299 shares; 2026Q2: 12,594 shares 12,594 $761K 0.05% +1,295 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: 11,929 shares; 2024Q4: 11,937 shares; 2025Q1: 11,928 shares; 2025Q2: 11,756 shares; 2025Q3: 11,149 shares; 2025Q4: 11,133 shares; 2026Q1: 6,731 shares; 2026Q2: 8,279 shares 8,279 $759K 0.05% +1,548 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: 8,670 shares; 2024Q4: 8,629 shares; 2025Q1: 8,834 shares; 2025Q2: 8,960 shares; 2025Q3: 8,982 shares; 2025Q4: 7,908 shares; 2026Q1: 9,160 shares; 2026Q2: 10,291 shares 10,291 $740K 0.04% +1,131 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: 2,369 shares; 2025Q4: 3,283 shares; 2026Q1: 3,352 shares; 2026Q2: 3,447 shares 3,447 $734K 0.04% +95 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,381 shares; 2024Q4: 5,964 shares; 2025Q1: 8,706 shares; 2025Q2: 8,105 shares; 2025Q3: 8,543 shares; 2025Q4: 8,543 shares; 2026Q1: 8,162 shares; 2026Q2: 7,901 shares 7,901 $729K 0.04% -261 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: 8,167 shares; 2024Q4: 8,002 shares; 2025Q1: 6,410 shares; 2025Q2: 6,241 shares; 2025Q3: 5,148 shares; 2025Q4: 7,441 shares; 2026Q1: 7,145 shares; 2026Q2: 6,752 shares 6,752 $726K 0.04% -393 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: 1,656 shares; 2024Q4: 1,637 shares; 2025Q1: 1,609 shares; 2025Q2: 1,660 shares; 2025Q3: 1,671 shares; 2025Q4: 1,569 shares; 2026Q1: 2,855 shares; 2026Q2: 4,269 shares 4,269 $716K 0.04% +1,414 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: 147 shares; 2024Q4: 143 shares; 2025Q1: 150 shares; 2025Q2: 148 shares; 2025Q3: 149 shares; 2025Q4: 245 shares; 2026Q1: 151 shares; 2026Q2: 4,004 shares 4,004 $714K 0.04% +3,853 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,696 shares; 2026Q1: 46,059 shares; 2026Q2: 42,165 shares 42,165 $709K 0.04% -3,894 Timeline XLC 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: 6,741 shares; 2024Q4: 6,741 shares; 2025Q1: 6,741 shares; 2025Q2: 6,741 shares; 2025Q3: 6,741 shares; 2025Q4: 6,841 shares; 2026Q1: 6,566 shares; 2026Q2: 6,570 shares 6,570 $704K 0.04% +4 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,649 shares; 2025Q2: 7,603 shares; 2025Q3: 7,603 shares; 2025Q4: 6,103 shares; 2026Q1: 6,143 shares; 2026Q2: 6,143 shares 6,143 $701K 0.04% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,922 shares; 2025Q1: 1,825 shares; 2025Q2: 1,800 shares; 2025Q3: 1,720 shares; 2025Q4: 1,751 shares; 2026Q1: 1,793 shares; 2026Q2: 1,858 shares 1,858 $697K 0.04% +65 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,282 shares; 2025Q3: 1,279 shares; 2025Q4: 3,192 shares; 2026Q1: 3,199 shares; 2026Q2: 3,084 shares 3,084 $692K 0.04% -115 Timeline SITM SITIME CORP More: the full row for SITIME 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: 845 shares; 2026Q2: 919 shares 919 $685K 0.04% +74 Timeline XAR 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: 1,275 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 2,277 shares; 2026Q1: 2,322 shares; 2026Q2: 2,397 shares 2,397 $680K 0.04% +75 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,144 shares; 2024Q4: 20,446 shares; 2025Q1: 17,036 shares; 2025Q2: 14,960 shares; 2025Q3: 14,625 shares; 2025Q4: 13,868 shares; 2026Q1: 12,976 shares; 2026Q2: 11,971 shares 11,971 $677K 0.04% -1,005 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares; 2026Q2: 15,000 shares 15,000 $671K 0.04% +9,700 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,594 shares; 2025Q1: 7,717 shares; 2025Q2: 7,423 shares; 2025Q3: 7,423 shares; 2025Q4: 7,510 shares; 2026Q1: 6,910 shares; 2026Q2: 6,936 shares 6,936 $670K 0.04% +26 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,776 shares; 2024Q4: 4,642 shares; 2025Q1: 3,613 shares; 2025Q2: 4,030 shares; 2025Q3: 3,985 shares; 2025Q4: 3,648 shares; 2026Q1: 5,821 shares; 2026Q2: 6,442 shares 6,442 $670K 0.04% +621 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,721 shares; 2026Q1: 9,836 shares; 2026Q2: 9,663 shares 9,663 $641K 0.04% -173 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,935 shares; 2026Q2: 3,935 shares 3,935 $636K 0.04% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,156 shares; 2024Q4: 5,234 shares; 2025Q1: 5,234 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares; 2025Q4: 4,961 shares; 2026Q1: 4,955 shares; 2026Q2: 4,955 shares 4,955 $633K 0.04% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,335 shares; 2026Q1: 1,653 shares; 2026Q2: 1,890 shares 1,890 $633K 0.04% +237 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: 4,360 shares; 2024Q4: 4,328 shares; 2025Q1: 4,368 shares; 2025Q2: 4,419 shares; 2025Q3: 4,201 shares; 2025Q4: 4,056 shares; 2026Q1: 2,893 shares; 2026Q2: 2,814 shares 2,814 $627K 0.04% -79 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: 1,524 shares; 2024Q4: 1,481 shares; 2025Q1: 1,488 shares; 2025Q2: 1,570 shares; 2025Q3: 1,558 shares; 2025Q4: 1,641 shares; 2026Q1: 1,832 shares; 2026Q2: 1,576 shares 1,576 $627K 0.04% -256 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: 711 shares; 2024Q4: 686 shares; 2025Q1: 731 shares; 2025Q2: 757 shares; 2025Q3: 765 shares; 2025Q4: 780 shares; 2026Q1: 874 shares; 2026Q2: 1,248 shares 1,248 $620K 0.04% +374 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: 6,463 shares; 2025Q1: 4,688 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares; 2025Q4: 4,642 shares; 2026Q1: 4,503 shares; 2026Q2: 4,494 shares 4,494 $618K 0.04% -9 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,261 shares; 2024Q4: 9,261 shares; 2025Q1: 45,000 shares; 2025Q2: 45,188 shares; 2025Q3: 43,136 shares; 2025Q4: 30,376 shares; 2026Q1: 27,603 shares; 2026Q2: 20,218 shares 20,218 $616K 0.04% -7,385 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: 672 shares; 2025Q3: 674 shares; 2025Q4: 749 shares; 2026Q1: 749 shares; 2026Q2: 854 shares 854 $615K 0.04% +105 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: not reported; 2025Q1: not reported; 2025Q2: 2,243 shares; 2025Q3: 2,249 shares; 2025Q4: 2,223 shares; 2026Q1: 2,255 shares; 2026Q2: 2,287 shares 2,287 $613K 0.04% +32 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT 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: 3,535 shares; 2025Q4: 3,535 shares; 2026Q1: 3,537 shares; 2026Q2: 3,537 shares 3,537 $612K 0.04% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,220 shares; 2026Q1: 4,418 shares; 2026Q2: 3,983 shares 3,983 $612K 0.04% -435 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: 3,236 shares; 2024Q4: 3,246 shares; 2025Q1: 3,449 shares; 2025Q2: 3,534 shares; 2025Q3: 3,360 shares; 2025Q4: 6,920 shares; 2026Q1: 11,102 shares; 2026Q2: 11,453 shares 11,453 $608K 0.04% +351 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: 5,566 shares; 2024Q4: 5,413 shares; 2025Q1: 5,787 shares; 2025Q2: 5,667 shares; 2025Q3: 5,648 shares; 2025Q4: 5,901 shares; 2026Q1: 5,740 shares; 2026Q2: 7,492 shares 7,492 $608K 0.04% +1,752 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: 4,894 shares; 2024Q4: 5,179 shares; 2025Q1: 4,795 shares; 2025Q2: 4,884 shares; 2025Q3: 4,858 shares; 2025Q4: 4,927 shares; 2026Q1: 4,368 shares; 2026Q2: 4,788 shares 4,788 $606K 0.04% +420 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,810 shares; 2025Q4: 6,810 shares; 2026Q1: 2,135 shares; 2026Q2: 2,001 shares 2,001 $606K 0.04% -134 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,411 shares; 2026Q1: 1,447 shares; 2026Q2: 1,452 shares 1,452 $604K 0.04% +5 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: 5,643 shares; 2024Q4: 5,608 shares; 2025Q1: 5,965 shares; 2025Q2: 7,244 shares; 2025Q3: 7,151 shares; 2025Q4: 7,044 shares; 2026Q1: 5,879 shares; 2026Q2: 6,547 shares 6,547 $594K 0.04% +668 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,898 shares; 2024Q4: 2,849 shares; 2025Q1: 2,845 shares; 2025Q2: 2,809 shares; 2025Q3: 2,399 shares; 2025Q4: 6,073 shares; 2026Q1: 6,075 shares; 2026Q2: 6,136 shares 6,136 $586K 0.03% +61 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: 1,543 shares; 2024Q4: 1,524 shares; 2025Q1: 1,565 shares; 2025Q2: 1,510 shares; 2025Q3: 1,971 shares; 2025Q4: 1,990 shares; 2026Q1: 1,971 shares; 2026Q2: 2,066 shares 2,066 $585K 0.03% +95 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,103 shares; 2024Q4: 2,122 shares; 2025Q1: 2,146 shares; 2025Q2: 2,179 shares; 2025Q3: 2,145 shares; 2025Q4: 2,275 shares; 2026Q1: 2,259 shares; 2026Q2: 2,334 shares 2,334 $583K 0.03% +75 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,090 shares; 2024Q4: 5,468 shares; 2025Q1: 7,568 shares; 2025Q2: 8,193 shares; 2025Q3: 9,645 shares; 2025Q4: 8,030 shares; 2026Q1: 7,175 shares; 2026Q2: 7,275 shares 7,275 $582K 0.03% +100 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: 4,937 shares; 2024Q4: 4,995 shares; 2025Q1: 4,390 shares; 2025Q2: 4,827 shares; 2025Q3: 4,182 shares; 2025Q4: 6,314 shares; 2026Q1: 4,783 shares; 2026Q2: 4,670 shares 4,670 $581K 0.03% -113 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: 4,580 shares; 2024Q4: 4,287 shares; 2025Q1: 3,412 shares; 2025Q2: 2,608 shares; 2025Q3: 2,565 shares; 2025Q4: 4,530 shares; 2026Q1: 4,413 shares; 2026Q2: 4,353 shares 4,353 $569K 0.03% -60 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: 1,265 shares; 2024Q4: 1,256 shares; 2025Q1: 1,080 shares; 2025Q2: 1,067 shares; 2025Q3: 1,071 shares; 2025Q4: 1,199 shares; 2026Q1: 998 shares; 2026Q2: 1,150 shares 1,150 $565K 0.03% +152 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: 3,436 shares; 2024Q4: 3,052 shares; 2025Q1: 2,805 shares; 2025Q2: 2,596 shares; 2025Q3: 2,735 shares; 2025Q4: 4,836 shares; 2026Q1: 4,322 shares; 2026Q2: 4,125 shares 4,125 $559K 0.03% -197 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: 4,326 shares; 2024Q4: 3,336 shares; 2025Q1: 3,286 shares; 2025Q2: 3,335 shares; 2025Q3: 3,461 shares; 2025Q4: 4,548 shares; 2026Q1: 3,329 shares; 2026Q2: 3,439 shares 3,439 $557K 0.03% +110 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: 490 shares; 2024Q4: 487 shares; 2025Q1: 468 shares; 2025Q2: 522 shares; 2025Q3: 489 shares; 2025Q4: 454 shares; 2026Q1: 948 shares; 2026Q2: 1,236 shares 1,236 $551K 0.03% +288 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,171 shares; 2024Q4: 5,171 shares; 2025Q1: 5,171 shares; 2025Q2: 5,171 shares; 2025Q3: 5,171 shares; 2025Q4: 5,171 shares; 2026Q1: 5,171 shares; 2026Q2: 5,171 shares 5,171 $550K 0.03% 0 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: 2,937 shares; 2024Q4: 2,870 shares; 2025Q1: 2,968 shares; 2025Q2: 2,879 shares; 2025Q3: 2,783 shares; 2025Q4: 2,582 shares; 2026Q1: 1,305 shares; 2026Q2: 2,020 shares 2,020 $550K 0.03% +715 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: 4,063 shares; 2024Q4: 4,063 shares; 2025Q1: 4,112 shares; 2025Q2: 3,862 shares; 2025Q3: 3,812 shares; 2025Q4: 3,712 shares; 2026Q1: 3,581 shares; 2026Q2: 3,504 shares 3,504 $549K 0.03% -77 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: not reported; 2025Q4: 510 shares; 2026Q1: not reported; 2026Q2: 707 shares 707 $540K 0.03% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,655 shares; 2024Q4: 4,536 shares; 2025Q1: 4,393 shares; 2025Q2: 4,535 shares; 2025Q3: 4,440 shares; 2025Q4: 4,656 shares; 2026Q1: 4,467 shares; 2026Q2: 4,681 shares 4,681 $532K 0.03% +214 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: 4,549 shares; 2024Q4: 4,658 shares; 2025Q1: 4,222 shares; 2025Q2: 3,928 shares; 2025Q3: 3,743 shares; 2025Q4: 3,708 shares; 2026Q1: 3,673 shares; 2026Q2: 3,416 shares 3,416 $527K 0.03% -257 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,308 shares 12,308 $526K 0.03% new Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS 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: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 30,886 shares; 2026Q1: 27,516 shares; 2026Q2: 17,636 shares 17,636 $525K 0.03% -9,880 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: 4,438 shares; 2024Q4: 4,416 shares; 2025Q1: 4,427 shares; 2025Q2: 4,697 shares; 2025Q3: 4,596 shares; 2025Q4: 4,685 shares; 2026Q1: 5,029 shares; 2026Q2: 5,410 shares 5,410 $520K 0.03% +381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares; 2026Q2: 497 shares 497 $518K 0.03% +41 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: 7,118 shares; 2024Q4: 7,118 shares; 2025Q1: 6,933 shares; 2025Q2: 6,933 shares; 2025Q3: 6,933 shares; 2025Q4: 6,983 shares; 2026Q1: 6,845 shares; 2026Q2: 6,845 shares 6,845 $517K 0.03% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,404 shares; 2025Q2: 3,956 shares; 2025Q3: 3,303 shares; 2025Q4: 3,731 shares; 2026Q1: 4,047 shares; 2026Q2: 4,969 shares 4,969 $514K 0.03% +922 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: 2,707 shares; 2026Q2: 2,707 shares 2,707 $513K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 3,790 shares; 2025Q1: 2,690 shares; 2025Q2: 2,749 shares; 2025Q3: 2,662 shares; 2025Q4: 2,624 shares; 2026Q1: 2,285 shares; 2026Q2: 2,260 shares 2,260 $513K 0.03% -25 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: 7,912 shares; 2024Q4: 7,235 shares; 2025Q1: 7,127 shares; 2025Q2: 7,188 shares; 2025Q3: 7,216 shares; 2025Q4: 7,825 shares; 2026Q1: 9,328 shares; 2026Q2: 10,537 shares 10,537 $512K 0.03% +1,209 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,409 shares; 2026Q2: 14,413 shares 14,413 $506K 0.03% +4 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,061 shares; 2026Q1: 5,642 shares; 2026Q2: 5,010 shares 5,010 $505K 0.03% -632 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: 2,345 shares; 2024Q4: 1,971 shares; 2025Q1: 1,587 shares; 2025Q2: 1,873 shares; 2025Q3: 1,753 shares; 2025Q4: 1,963 shares; 2026Q1: 1,423 shares; 2026Q2: 1,303 shares 1,303 $504K 0.03% -120 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: 5,304 shares; 2024Q4: 5,303 shares; 2025Q1: 5,426 shares; 2025Q2: 5,534 shares; 2025Q3: 5,469 shares; 2025Q4: 6,008 shares; 2026Q1: 6,468 shares; 2026Q2: 6,860 shares 6,860 $503K 0.03% +392 Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,108 shares; 2026Q2: 5,108 shares 5,108 $502K 0.03% 0 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS 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: 4,325 shares; 2025Q4: 9,912 shares; 2026Q1: 8,819 shares; 2026Q2: 5,597 shares 5,597 $500K 0.03% -3,222 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,067 shares; 2026Q2: 1,046 shares 1,046 $499K 0.03% -21 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: 5,381 shares; 2026Q1: 5,586 shares; 2026Q2: 5,287 shares 5,287 $495K 0.03% -299 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 995 shares; 2026Q2: 3,980 shares 3,980 $494K 0.03% +2,985 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,855 shares; 2024Q4: 2,794 shares; 2025Q1: 2,915 shares; 2025Q2: 3,005 shares; 2025Q3: 3,039 shares; 2025Q4: 4,155 shares; 2026Q1: 4,238 shares; 2026Q2: 4,461 shares 4,461 $494K 0.03% +223 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: 4,569 shares; 2024Q4: 4,575 shares; 2025Q1: 4,672 shares; 2025Q2: 5,040 shares; 2025Q3: 5,502 shares; 2025Q4: 5,276 shares; 2026Q1: 3,830 shares; 2026Q2: 4,161 shares 4,161 $490K 0.03% +331 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,407 shares; 2025Q3: 15,407 shares; 2025Q4: 15,407 shares; 2026Q1: 15,383 shares; 2026Q2: 14,423 shares 14,423 $488K 0.03% -960 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,012 shares; 2024Q4: 5,013 shares; 2025Q1: 5,735 shares; 2025Q2: 5,501 shares; 2025Q3: 5,499 shares; 2025Q4: 5,501 shares; 2026Q1: 5,502 shares; 2026Q2: 5,506 shares 5,506 $487K 0.03% +4 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: 4,832 shares; 2024Q4: 4,502 shares; 2025Q1: 4,573 shares; 2025Q2: 4,610 shares; 2025Q3: 4,551 shares; 2025Q4: 5,002 shares; 2026Q1: 4,112 shares; 2026Q2: 4,155 shares 4,155 $487K 0.03% +43 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 1,866 shares; 2026Q2: 1,804 shares 1,804 $486K 0.03% -62 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: 10,629 shares; 2025Q3: 10,629 shares; 2025Q4: 10,629 shares; 2026Q1: 11,612 shares; 2026Q2: 13,229 shares 13,229 $486K 0.03% +1,617 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: 1,913 shares; 2024Q4: 1,888 shares; 2025Q1: 1,927 shares; 2025Q2: 2,019 shares; 2025Q3: 1,956 shares; 2025Q4: 1,998 shares; 2026Q1: 2,091 shares; 2026Q2: 2,216 shares 2,216 $484K 0.03% +125 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,321 shares; 2026Q2: 5,318 shares 5,318 $483K 0.03% -3 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,134 shares; 2026Q1: 5,127 shares; 2026Q2: 5,429 shares 5,429 $482K 0.03% +302 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: 7,515 shares; 2024Q4: 5,158 shares; 2025Q1: 9,686 shares; 2025Q2: 13,110 shares; 2025Q3: 8,609 shares; 2025Q4: 7,322 shares; 2026Q1: 6,837 shares; 2026Q2: 5,277 shares 5,277 $481K 0.03% -1,560 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,116 shares; 2026Q1: 2,110 shares; 2026Q2: 1,770 shares 1,770 $480K 0.03% -340 Timeline JPSE 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: 8,859 shares; 2024Q4: 8,859 shares; 2025Q1: 8,859 shares; 2025Q2: 8,859 shares; 2025Q3: 8,859 shares; 2025Q4: 8,965 shares; 2026Q1: 8,965 shares; 2026Q2: 7,975 shares 7,975 $480K 0.03% -990 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: 2,113 shares 2,113 $473K 0.03% new 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 891 shares; 2025Q2: 989 shares; 2025Q3: 998 shares; 2025Q4: 1,002 shares; 2026Q1: 1,033 shares; 2026Q2: 1,260 shares 1,260 $473K 0.03% +227 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: 5,610 shares; 2024Q4: 5,606 shares; 2025Q1: 5,670 shares; 2025Q2: 5,706 shares; 2025Q3: 5,633 shares; 2025Q4: 5,700 shares; 2026Q1: 6,138 shares; 2026Q2: 6,334 shares 6,334 $472K 0.03% +196 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: 1,369 shares; 2024Q4: 1,421 shares; 2025Q1: 1,445 shares; 2025Q2: 1,506 shares; 2025Q3: 1,512 shares; 2025Q4: 1,532 shares; 2026Q1: 1,451 shares; 2026Q2: 1,497 shares 1,497 $471K 0.03% +46 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: 1,818 shares; 2024Q4: 1,746 shares; 2025Q1: 1,724 shares; 2025Q2: 1,494 shares; 2025Q3: 1,510 shares; 2025Q4: 1,465 shares; 2026Q1: 1,272 shares; 2026Q2: 1,287 shares 1,287 $470K 0.03% +15 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,611 shares; 2026Q1: 2,558 shares; 2026Q2: 2,704 shares 2,704 $470K 0.03% +146 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,200 shares; 2026Q2: 13,200 shares 13,200 $470K 0.03% 0 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: 2,113 shares 2,113 $467K 0.03% new 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: 3,360 shares; 2024Q4: 2,990 shares; 2025Q1: 3,205 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,703 shares; 2026Q1: 1,133 shares; 2026Q2: 1,181 shares 1,181 $466K 0.03% +48 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 2,379 shares; 2025Q1: 2,468 shares; 2025Q2: 2,456 shares; 2025Q3: 2,455 shares; 2025Q4: 2,485 shares; 2026Q1: 1,496 shares; 2026Q2: 1,466 shares 1,466 $465K 0.03% -30 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: 5,326 shares; 2026Q1: 14,456 shares; 2026Q2: 20,043 shares 20,043 $465K 0.03% +5,587 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 43,229 shares; 2026Q2: 44,161 shares 44,161 $457K 0.03% +932 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,163 shares; 2026Q1: 8,517 shares; 2026Q2: 9,725 shares 9,725 $452K 0.03% +1,208 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,763 shares; 2026Q2: 2,453 shares 2,453 $451K 0.03% -310 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,853 shares; 2025Q4: 10,286 shares; 2026Q1: 10,047 shares; 2026Q2: 8,315 shares 8,315 $446K 0.03% -1,732 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,765 shares; 2026Q1: 1,763 shares; 2026Q2: 1,834 shares 1,834 $445K 0.03% +71 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,676 shares; 2024Q4: 12,676 shares; 2025Q1: 12,998 shares; 2025Q2: 13,060 shares; 2025Q3: 12,868 shares; 2025Q4: 12,480 shares; 2026Q1: 12,011 shares; 2026Q2: 12,184 shares 12,184 $443K 0.03% +173 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares; 2026Q1: 790 shares; 2026Q2: 1,332 shares 1,332 $442K 0.03% +542 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 2,676 shares; 2026Q2: 1,324 shares 1,324 $441K 0.03% -1,352 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: 7,916 shares; 2024Q4: 6,260 shares; 2025Q1: 7,853 shares; 2025Q2: 8,882 shares; 2025Q3: 9,263 shares; 2025Q4: 8,481 shares; 2026Q1: 8,554 shares; 2026Q2: 7,621 shares 7,621 $441K 0.03% -933 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,811 shares; 2026Q2: 4,811 shares 4,811 $437K 0.03% 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: 3,739 shares; 2024Q4: 3,885 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 2,318 shares; 2025Q4: 2,568 shares; 2026Q1: 2,758 shares; 2026Q2: 2,687 shares 2,687 $426K 0.03% -71 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: 7,896 shares; 2024Q4: 7,095 shares; 2025Q1: 8,142 shares; 2025Q2: 7,905 shares; 2025Q3: 6,900 shares; 2025Q4: 5,364 shares; 2026Q1: 4,618 shares; 2026Q2: 4,341 shares 4,341 $419K 0.02% -277 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,452 shares; 2026Q1: 5,459 shares; 2026Q2: 5,968 shares 5,968 $418K 0.02% +509 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,747 shares; 2024Q4: 2,950 shares; 2025Q1: 3,927 shares; 2025Q2: 3,937 shares; 2025Q3: 2,396 shares; 2025Q4: 2,389 shares; 2026Q1: 2,389 shares; 2026Q2: 2,690 shares 2,690 $415K 0.02% +301 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: 1,497 shares; 2024Q4: 1,499 shares; 2025Q1: 1,534 shares; 2025Q2: 1,542 shares; 2025Q3: 1,548 shares; 2025Q4: 1,580 shares; 2026Q1: 1,578 shares; 2026Q2: 1,488 shares 1,488 $415K 0.02% -90 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: 878 shares; 2024Q4: 870 shares; 2025Q1: 906 shares; 2025Q2: 935 shares; 2025Q3: 938 shares; 2025Q4: 974 shares; 2026Q1: 970 shares; 2026Q2: 1,254 shares 1,254 $414K 0.02% +284 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: 3,901 shares; 2024Q4: 3,988 shares; 2025Q1: 4,536 shares; 2025Q2: 4,440 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: 2,989 shares; 2026Q2: 3,133 shares 3,133 $414K 0.02% +144 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: 2,142 shares; 2025Q4: 2,195 shares; 2026Q1: 2,161 shares; 2026Q2: 2,427 shares 2,427 $412K 0.02% +266 Timeline IFNNY INFINEON TECHNOLOGIES-ADR More: the full row for INFINEON TECHNOLOGIES-ADR Quarterly shares; oldest to newest; scale is this 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: 4,369 shares 4,369 $411K 0.02% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,132 shares; 2024Q4: 7,132 shares; 2025Q1: 7,073 shares; 2025Q2: 6,912 shares; 2025Q3: 6,912 shares; 2025Q4: 7,103 shares; 2026Q1: 6,990 shares; 2026Q2: 8,406 shares 8,406 $409K 0.02% +1,416 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: 1,085 shares; 2024Q4: 1,079 shares; 2025Q1: 1,090 shares; 2025Q2: 1,103 shares; 2025Q3: 1,117 shares; 2025Q4: 1,171 shares; 2026Q1: 1,156 shares; 2026Q2: 1,184 shares 1,184 $408K 0.02% +28 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: 268 shares; 2024Q4: 246 shares; 2025Q1: 286 shares; 2025Q2: 4,247 shares; 2025Q3: 4,293 shares; 2025Q4: 4,397 shares; 2026Q1: 3,925 shares; 2026Q2: 4,426 shares 4,426 $408K 0.02% +501 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,633 shares; 2026Q1: 4,615 shares; 2026Q2: 4,762 shares 4,762 $403K 0.02% +147 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 2,171 shares; 2025Q4: 2,178 shares; 2026Q1: 2,161 shares; 2026Q2: 2,755 shares 2,755 $403K 0.02% +594 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: 990 shares; 2024Q4: 1,014 shares; 2025Q1: 937 shares; 2025Q2: 932 shares; 2025Q3: 935 shares; 2025Q4: 970 shares; 2026Q1: 983 shares; 2026Q2: 1,082 shares 1,082 $401K 0.02% +99 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,497 shares; 2026Q1: 4,841 shares; 2026Q2: 7,101 shares 7,101 $400K 0.02% +2,260 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares; 2026Q1: 1,716 shares; 2026Q2: 1,652 shares 1,652 $400K 0.02% -64 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,380 shares 2,380 $397K 0.02% new 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: 4,719 shares; 2024Q4: 5,051 shares; 2025Q1: 6,608 shares; 2025Q2: 6,478 shares; 2025Q3: 4,479 shares; 2025Q4: 4,471 shares; 2026Q1: 4,471 shares; 2026Q2: 4,815 shares 4,815 $396K 0.02% +344 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,761 shares; 2026Q1: 3,763 shares; 2026Q2: 3,428 shares 3,428 $395K 0.02% -335 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: 724 shares; 2024Q4: 691 shares; 2025Q1: 712 shares; 2025Q2: 733 shares; 2025Q3: 730 shares; 2025Q4: 882 shares; 2026Q1: 1,225 shares; 2026Q2: 855 shares 855 $392K 0.02% -370 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: 276 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 279 shares; 2026Q2: 346 shares 346 $392K 0.02% +67 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,817 shares; 2025Q4: 3,262 shares; 2026Q1: 4,578 shares; 2026Q2: 5,359 shares 5,359 $387K 0.02% +781 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 3,805 shares; 2026Q1: 3,840 shares; 2026Q2: 3,840 shares 3,840 $386K 0.02% 0 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: 5,454 shares; 2025Q4: 5,454 shares; 2026Q1: 5,514 shares; 2026Q2: 5,514 shares 5,514 $385K 0.02% 0 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,850 shares; 2026Q1: 15,444 shares; 2026Q2: 9,866 shares 9,866 $385K 0.02% -5,578 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: 8,042 shares; 2025Q3: 7,165 shares; 2025Q4: 7,564 shares; 2026Q1: 12,142 shares; 2026Q2: 11,802 shares 11,802 $377K 0.02% -340 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: 2,155 shares; 2024Q4: 2,211 shares; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 2,942 shares; 2026Q1: 3,052 shares; 2026Q2: 3,141 shares 3,141 $377K 0.02% +89 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: 2,599 shares; 2026Q1: 2,359 shares; 2026Q2: 2,143 shares 2,143 $377K 0.02% -216 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,186 shares 2,186 $374K 0.02% new Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,510 shares; 2024Q4: 11,130 shares; 2025Q1: 11,945 shares; 2025Q2: 12,955 shares; 2025Q3: 10,593 shares; 2025Q4: 22,936 shares; 2026Q1: 26,001 shares; 2026Q2: 13,205 shares 13,205 $373K 0.02% -12,796 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,190 shares; 2026Q1: 9,072 shares; 2026Q2: 5,795 shares 5,795 $370K 0.02% -3,277 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: 2,724 shares; 2025Q2: 2,524 shares; 2025Q3: 2,530 shares; 2025Q4: 2,533 shares; 2026Q1: 2,623 shares; 2026Q2: 3,205 shares 3,205 $368K 0.02% +582 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: 4,753 shares; 2024Q4: 4,277 shares; 2025Q1: 4,319 shares; 2025Q2: 4,874 shares; 2025Q3: 5,005 shares; 2025Q4: 4,783 shares; 2026Q1: 4,816 shares; 2026Q2: 4,656 shares 4,656 $368K 0.02% -160 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: 9,960 shares; 2025Q4: 9,961 shares; 2026Q1: 9,961 shares; 2026Q2: 9,962 shares 9,962 $366K 0.02% +1 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,696 shares; 2026Q1: 3,794 shares; 2026Q2: 4,018 shares 4,018 $363K 0.02% +224 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: 1,345 shares; 2024Q4: 1,349 shares; 2025Q1: 1,288 shares; 2025Q2: 1,392 shares; 2025Q3: 1,639 shares; 2025Q4: 1,679 shares; 2026Q1: 1,387 shares; 2026Q2: 1,235 shares 1,235 $362K 0.02% -152 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: not reported; 2025Q4: 5,226 shares; 2026Q1: 5,217 shares; 2026Q2: 5,446 shares 5,446 $362K 0.02% +229 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,444 shares; 2026Q1: 3,443 shares; 2026Q2: 3,189 shares 3,189 $362K 0.02% -254 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,064 shares; 2024Q4: 8,501 shares; 2025Q1: 7,935 shares; 2025Q2: 7,647 shares; 2025Q3: 7,380 shares; 2025Q4: 6,512 shares; 2026Q1: 6,307 shares; 2026Q2: 4,492 shares 4,492 $361K 0.02% -1,815 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,570 shares; 2026Q1: 22,775 shares; 2026Q2: 16,627 shares 16,627 $358K 0.02% -6,148 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,961 shares; 2026Q1: 12,008 shares; 2026Q2: 7,006 shares 7,006 $357K 0.02% -5,002 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: 794 shares; 2024Q4: 795 shares; 2025Q1: 807 shares; 2025Q2: 873 shares; 2025Q3: 777 shares; 2025Q4: 781 shares; 2026Q1: 774 shares; 2026Q2: 788 shares 788 $357K 0.02% +14 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 5,886 shares; 2026Q1: 5,854 shares; 2026Q2: 3,816 shares 3,816 $356K 0.02% -2,038 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,031 shares; 2025Q4: 8,031 shares; 2026Q1: 8,031 shares; 2026Q2: 8,031 shares 8,031 $356K 0.02% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 363 shares; 2026Q1: 317 shares; 2026Q2: 312 shares 312 $356K 0.02% -5 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: 1,910 shares; 2025Q2: 1,671 shares; 2025Q3: 1,597 shares; 2025Q4: 2,143 shares; 2026Q1: not reported; 2026Q2: 1,447 shares 1,447 $355K 0.02% 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: 7,318 shares; 2024Q4: 7,317 shares; 2025Q1: 7,127 shares; 2025Q2: 7,021 shares; 2025Q3: 8,656 shares; 2025Q4: 8,663 shares; 2026Q1: not reported; 2026Q2: 4,221 shares 4,221 $353K 0.02% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this 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: 792 shares 792 $352K 0.02% new 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: 1,599 shares; 2026Q2: 1,378 shares 1,378 $351K 0.02% -221 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: 723 shares; 2024Q4: 721 shares; 2025Q1: 769 shares; 2025Q2: 793 shares; 2025Q3: 794 shares; 2025Q4: 900 shares; 2026Q1: 898 shares; 2026Q2: 896 shares 896 $349K 0.02% -2 Timeline TLH 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: 3,437 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares; 2026Q2: 3,472 shares 3,472 $348K 0.02% 0 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: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 3,142 shares; 2025Q2: 3,365 shares; 2025Q3: 3,389 shares; 2025Q4: 3,428 shares; 2026Q1: 2,135 shares; 2026Q2: 2,282 shares 2,282 $347K 0.02% +147 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 8,000 shares; 2025Q4: 8,750 shares; 2026Q1: 8,787 shares; 2026Q2: 9,293 shares 9,293 $345K 0.02% +506 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: 3,978 shares; 2024Q4: 3,978 shares; 2025Q1: 3,979 shares; 2025Q2: 3,805 shares; 2025Q3: 1,505 shares; 2025Q4: 1,506 shares; 2026Q1: 1,507 shares; 2026Q2: 1,423 shares 1,423 $345K 0.02% -84 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: 4,987 shares; 2024Q4: 4,904 shares; 2025Q1: 4,914 shares; 2025Q2: 5,157 shares; 2025Q3: 5,192 shares; 2025Q4: 5,387 shares; 2026Q1: 8,452 shares; 2026Q2: 8,057 shares 8,057 $344K 0.02% -395 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,101 shares; 2026Q1: 11,366 shares; 2026Q2: 9,030 shares 9,030 $344K 0.02% -2,336 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,733 shares; 2026Q1: 7,758 shares; 2026Q2: 6,408 shares 6,408 $343K 0.02% -1,350 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: 679 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 743 shares; 2025Q3: 748 shares; 2025Q4: 7,268 shares; 2026Q1: 8,112 shares; 2026Q2: 3,445 shares 3,445 $342K 0.02% -4,667 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,545 shares; 2024Q4: 4,420 shares; 2025Q1: 2,545 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares; 2026Q2: 12,475 shares 12,475 $342K 0.02% +9,980 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,723 shares 4,723 $341K 0.02% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,092 shares; 2026Q2: 6,817 shares 6,817 $339K 0.02% +1,725 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 6,047 shares; 2025Q4: 14,013 shares; 2026Q1: 12,474 shares; 2026Q2: 7,977 shares 7,977 $338K 0.02% -4,497 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,855 shares; 2026Q1: 18,855 shares; 2026Q2: 18,855 shares 18,855 $337K 0.02% 0 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: not reported; 2026Q2: 406 shares 406 $337K 0.02% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares 3,180 $334K 0.02% 0 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: 677 shares; 2026Q2: 675 shares 675 $331K 0.02% -2 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,236 shares; 2026Q2: 6,236 shares 6,236 $331K 0.02% +1,000 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,092 shares; 2026Q1: 7,811 shares; 2026Q2: 6,888 shares 6,888 $329K 0.02% -923 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533 shares 533 $329K 0.02% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,513 shares; 2024Q4: 3,492 shares; 2025Q1: 4,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,495 shares; 2026Q2: 3,524 shares 3,524 $329K 0.02% +29 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,772 shares; 2026Q1: 2,772 shares; 2026Q2: 2,652 shares 2,652 $326K 0.02% -120 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,138 shares 2,138 $323K 0.02% new Timeline FINMY LEONARDO S.P.A. AMERICAN DEPOS More: the full row for LEONARDO S.P.A. AMERICAN DEPOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,625 shares; 2026Q2: 12,000 shares 12,000 $321K 0.02% +5,375 Timeline IBEX IBEX LTD More: the full row for IBEX 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: 8,966 shares; 2026Q1: 7,951 shares; 2026Q2: 10,576 shares 10,576 $321K 0.02% +2,625 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: 2,184 shares; 2024Q4: 2,232 shares; 2025Q1: 2,314 shares; 2025Q2: 2,196 shares; 2025Q3: 2,343 shares; 2025Q4: 2,404 shares; 2026Q1: 1,314 shares; 2026Q2: 1,764 shares 1,764 $317K 0.02% +450 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,097 shares; 2024Q4: 2,970 shares; 2025Q1: 2,989 shares; 2025Q2: 3,356 shares; 2025Q3: 3,314 shares; 2025Q4: 3,335 shares; 2026Q1: 4,188 shares; 2026Q2: 3,739 shares 3,739 $316K 0.02% -449 Timeline VICR VICOR CORP More: the full row for VICOR 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: 5,647 shares; 2026Q1: 2,382 shares; 2026Q2: 833 shares 833 $316K 0.02% -1,549 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,478 shares; 2026Q1: 5,459 shares; 2026Q2: 5,520 shares 5,520 $316K 0.02% +61 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this 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: 4,208 shares 4,208 $316K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,169 shares; 2024Q4: 31,428 shares; 2025Q1: 30,241 shares; 2025Q2: 31,136 shares; 2025Q3: 29,102 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,068 shares 9,068 $316K 0.02% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512 shares; 2026Q1: 514 shares; 2026Q2: 487 shares 487 $314K 0.02% -27 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: 220 shares; 2024Q4: 217 shares; 2025Q1: 225 shares; 2025Q2: 230 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 230 shares; 2026Q2: 232 shares 232 $309K 0.02% +2 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222 shares 222 $307K 0.02% new Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,309 shares; 2026Q1: 13,629 shares; 2026Q2: 8,718 shares 8,718 $307K 0.02% -4,911 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: 2,241 shares; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 3,257 shares; 2025Q3: 4,503 shares; 2025Q4: 5,007 shares; 2026Q1: 5,032 shares; 2026Q2: 3,895 shares 3,895 $305K 0.02% -1,137 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,435 shares; 2026Q1: 5,339 shares; 2026Q2: 5,348 shares 5,348 $304K 0.02% +9 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 10,638 shares 10,638 $304K 0.02% new Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,195 shares 9,195 $303K 0.02% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,662 shares; 2026Q1: 12,218 shares; 2026Q2: 9,236 shares 9,236 $302K 0.02% -2,982 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: 3,452 shares; 2024Q4: 3,545 shares; 2025Q1: 3,528 shares; 2025Q2: 3,516 shares; 2025Q3: 3,451 shares; 2025Q4: 3,287 shares; 2026Q1: 3,313 shares; 2026Q2: 3,447 shares 3,447 $300K 0.02% +134 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $299K 0.02% 0 Timeline CCRN CROSS CTRY HEALTHCARE INC More: the full row for CROSS CTRY 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: 39,727 shares; 2026Q1: 35,353 shares; 2026Q2: 22,590 shares 22,590 $298K 0.02% -12,763 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $297K 0.02% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,141 shares 1,141 $297K 0.02% new Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,871 shares; 2026Q1: 8,828 shares; 2026Q2: 5,747 shares 5,747 $295K 0.02% -3,081 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,295 shares; 2026Q1: 5,701 shares; 2026Q2: 3,665 shares 3,665 $295K 0.02% -2,036 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,778 shares; 2024Q4: 11,450 shares; 2025Q1: 10,489 shares; 2025Q2: 10,239 shares; 2025Q3: 9,360 shares; 2025Q4: 8,860 shares; 2026Q1: 7,236 shares; 2026Q2: 7,236 shares 7,236 $294K 0.02% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,535 shares; 2024Q4: 2,598 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,535 shares; 2026Q1: 2,535 shares; 2026Q2: 2,535 shares 2,535 $293K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,787 shares; 2026Q1: 1,774 shares; 2026Q2: 2,133 shares 2,133 $292K 0.02% +359 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 1,436 shares; 2026Q1: 1,462 shares; 2026Q2: 1,590 shares 1,590 $291K 0.02% +128 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,243 shares; 2025Q1: 1,153 shares; 2025Q2: 1,305 shares; 2025Q3: 1,257 shares; 2025Q4: 1,961 shares; 2026Q1: 1,881 shares; 2026Q2: 1,779 shares 1,779 $291K 0.02% -102 Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT 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: 13,631 shares; 2026Q1: 12,149 shares; 2026Q2: 7,869 shares 7,869 $291K 0.02% -4,280 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: 664 shares; 2024Q4: 672 shares; 2025Q1: 676 shares; 2025Q2: 701 shares; 2025Q3: 703 shares; 2025Q4: 657 shares; 2026Q1: 711 shares; 2026Q2: 699 shares 699 $290K 0.02% -12 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,650 shares; 2026Q1: 6,802 shares; 2026Q2: 4,350 shares 4,350 $290K 0.02% -2,452 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: 2,160 shares; 2024Q4: 2,185 shares; 2025Q1: 2,302 shares; 2025Q2: 2,444 shares; 2025Q3: 2,160 shares; 2025Q4: 2,180 shares; 2026Q1: 2,219 shares; 2026Q2: 1,840 shares 1,840 $288K 0.02% -379 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this 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: 2,565 shares 2,565 $288K 0.02% new Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,545 shares; 2026Q2: 3,551 shares 3,551 $287K 0.02% +6 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares; 2026Q2: 3,175 shares 3,175 $286K 0.02% 0 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL 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: 20,400 shares; 2026Q1: 23,406 shares; 2026Q2: 15,130 shares 15,130 $285K 0.02% -8,276 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,069 shares; 2026Q2: 3,917 shares 3,917 $284K 0.02% -2,152 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: 951 shares 951 $283K 0.02% new Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,443 shares; 2026Q1: 22,577 shares; 2026Q2: 14,863 shares 14,863 $282K 0.02% -7,714 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $279K 0.02% 0 Timeline ORANY ORANGE-SPON ADR More: the full row for ORANGE-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,815 shares; 2026Q2: 14,815 shares 14,815 $279K 0.02% 0 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: 1,206 shares; 2024Q4: 1,209 shares; 2025Q1: 1,132 shares; 2025Q2: 1,086 shares; 2025Q3: 997 shares; 2025Q4: 1,039 shares; 2026Q1: 977 shares; 2026Q2: 1,122 shares 1,122 $279K 0.02% +145 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: 596 shares; 2024Q4: 547 shares; 2025Q1: 400 shares; 2025Q2: 469 shares; 2025Q3: 433 shares; 2025Q4: 436 shares; 2026Q1: 459 shares; 2026Q2: 547 shares 547 $279K 0.02% +88 Timeline DSI 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: 1,740 shares; 2025Q3: 1,763 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares; 2026Q2: 1,952 shares 1,952 $278K 0.02% +190 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,561 shares; 2025Q1: 1,576 shares; 2025Q2: 1,592 shares; 2025Q3: 1,605 shares; 2025Q4: 1,542 shares; 2026Q1: 1,517 shares; 2026Q2: 2,011 shares 2,011 $275K 0.02% +494 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,768 shares; 2026Q2: 17,711 shares 17,711 $273K 0.02% -57 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: 1,816 shares; 2024Q4: 1,805 shares; 2025Q1: 1,842 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,626 shares; 2026Q1: 1,486 shares; 2026Q2: 1,117 shares 1,117 $271K 0.02% -369 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: 930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 946 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 957 shares 957 $269K 0.02% new Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,661 shares; 2025Q4: 29,508 shares; 2026Q1: 26,295 shares; 2026Q2: 16,878 shares 16,878 $269K 0.02% -9,417 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,220 shares; 2024Q4: 13,220 shares; 2025Q1: 14,175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,841 shares; 2026Q2: 3,844 shares 3,844 $268K 0.02% +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: not reported; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: 1,006 shares; 2025Q3: 985 shares; 2025Q4: 1,031 shares; 2026Q1: 975 shares; 2026Q2: 1,120 shares 1,120 $267K 0.02% +145 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: 6,075 shares; 2024Q4: 6,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,112 shares; 2026Q2: 3,679 shares 3,679 $266K 0.02% -1,433 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,832 shares; 2026Q1: 7,857 shares; 2026Q2: 2,588 shares 2,588 $266K 0.02% -5,269 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,013 shares; 2026Q1: 983 shares; 2026Q2: 1,119 shares 1,119 $266K 0.02% +136 Timeline PODD INSULET CORP More: the full row for INSULET 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: 1,747 shares 1,747 $266K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 1,867 shares; 2025Q1: 2,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,304 shares; 2026Q1: not reported; 2026Q2: 2,457 shares 2,457 $265K 0.02% 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: not reported; 2026Q1: 3,956 shares; 2026Q2: 3,478 shares 3,478 $265K 0.02% -478 Timeline BAESY BAE SYSTEMS PLC -SPON ADR More: the full row for BAE SYSTEMS PLC -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,639 shares; 2026Q2: 2,693 shares 2,693 $264K 0.02% +54 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,246 shares; 2026Q1: 2,267 shares; 2026Q2: 2,136 shares 2,136 $264K 0.02% -131 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,875 shares; 2026Q1: 7,929 shares; 2026Q2: 7,531 shares 7,531 $263K 0.02% -398 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,369 shares; 2026Q1: 5,195 shares; 2026Q2: 4,801 shares 4,801 $261K 0.02% -394 Timeline ENLAY ENEL SPA - UNSPON ADR More: the full row for ENEL SPA - UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,760 shares; 2026Q2: 22,760 shares 22,760 $260K 0.02% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,987 shares; 2026Q2: 1,634 shares 1,634 $259K 0.02% -353 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,964 shares; 2026Q1: 2,971 shares; 2026Q2: 3,127 shares 3,127 $258K 0.02% +156 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS 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: 10,750 shares; 2025Q4: 26,043 shares; 2026Q1: 23,259 shares; 2026Q2: 15,012 shares 15,012 $258K 0.02% -8,247 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares; 2026Q2: 4,550 shares 4,550 $256K 0.02% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,032 shares; 2024Q4: 7,032 shares; 2025Q1: 5,892 shares; 2025Q2: 5,892 shares; 2025Q3: 4,837 shares; 2025Q4: 4,837 shares; 2026Q1: 4,837 shares; 2026Q2: 5,147 shares 5,147 $255K 0.02% +310 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,465 shares; 2026Q1: 3,469 shares; 2026Q2: 3,201 shares 3,201 $254K 0.02% -268 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: 4,803 shares; 2024Q4: 5,192 shares; 2025Q1: 5,118 shares; 2025Q2: 5,118 shares; 2025Q3: 4,718 shares; 2025Q4: not reported; 2026Q1: 4,200 shares; 2026Q2: 4,825 shares 4,825 $253K 0.02% +625 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: 58 shares; 2025Q2: 64 shares; 2025Q3: 95 shares; 2025Q4: 94 shares; 2026Q1: 91 shares; 2026Q2: 79 shares 79 $252K 0.02% -12 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,497 shares; 2026Q1: 3,498 shares; 2026Q2: 2,752 shares 2,752 $252K 0.02% -746 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: 1,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,237 shares; 2025Q4: 1,740 shares; 2026Q1: not reported; 2026Q2: 1,539 shares 1,539 $251K 0.01% new Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,864 shares; 2026Q2: 1,864 shares 1,864 $248K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 929 shares 929 $248K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 443 shares; 2026Q1: not reported; 2026Q2: 478 shares 478 $246K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $245K 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,131 shares; 2026Q1: 13,274 shares; 2026Q2: 9,498 shares 9,498 $240K 0.01% -3,776 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,467 shares; 2024Q4: 3,467 shares; 2025Q1: 3,503 shares; 2025Q2: 3,544 shares; 2025Q3: 3,545 shares; 2025Q4: 5,119 shares; 2026Q1: 2,800 shares; 2026Q2: 3,347 shares 3,347 $240K 0.01% +547 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,684 shares 1,684 $239K 0.01% new 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: 965 shares; 2026Q2: 1,006 shares 1,006 $239K 0.01% +41 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,541 shares; 2025Q1: 1,891 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 1,207 shares 1,207 $239K 0.01% +45 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: 2,108 shares; 2024Q4: 2,091 shares; 2025Q1: 2,097 shares; 2025Q2: 2,127 shares; 2025Q3: 2,136 shares; 2025Q4: 2,156 shares; 2026Q1: 2,156 shares; 2026Q2: 1,937 shares 1,937 $238K 0.01% -219 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,319 shares 10,319 $238K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $238K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,073 shares; 2026Q2: 8,833 shares 8,833 $235K 0.01% -240 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: not reported; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 985 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 967 shares; 2026Q2: 782 shares 782 $234K 0.01% -185 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: 8,655 shares; 2024Q4: 8,512 shares; 2025Q1: 8,475 shares; 2025Q2: 8,643 shares; 2025Q3: 8,644 shares; 2025Q4: 8,744 shares; 2026Q1: 4,644 shares; 2026Q2: 4,690 shares 4,690 $234K 0.01% +46 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares; 2026Q1: not reported; 2026Q2: 1,716 shares 1,716 $233K 0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $233K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,730 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: not reported; 2026Q1: 1,412 shares; 2026Q2: 1,412 shares 1,412 $232K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,561 shares 2,561 $232K 0.01% new Timeline BANK AMER CORP DEP SHS RPST… BANK AMER CORP DEP SHS RPSTG 1 More: the full row for BANK AMER CORP DEP SHS RPSTG 1 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,212 shares 9,212 $230K 0.01% new CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,362 shares 2,362 $229K 0.01% new 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: 1,208 shares; 2024Q4: 1,209 shares; 2025Q1: 1,256 shares; 2025Q2: 1,267 shares; 2025Q3: 1,269 shares; 2025Q4: 1,250 shares; 2026Q1: 1,211 shares; 2026Q2: 1,334 shares 1,334 $227K 0.01% +123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,066 shares 1,066 $226K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,374 shares 8,374 $225K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,587 shares; 2026Q1: 3,811 shares; 2026Q2: 2,602 shares 2,602 $225K 0.01% -1,209 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: 1,637 shares; 2024Q4: 1,588 shares; 2025Q1: 1,492 shares; 2025Q2: 1,271 shares; 2025Q3: 1,040 shares; 2025Q4: 865 shares; 2026Q1: 783 shares; 2026Q2: 814 shares 814 $224K 0.01% +31 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,651 shares 12,651 $224K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087 shares 1,087 $224K 0.01% new 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: not reported; 2024Q4: 1,565 shares; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,365 shares; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365 $223K 0.01% new Timeline