AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,901 shares; 2024Q4: 141,272 shares; 2025Q1: 141,089 shares; 2025Q2: 140,274 shares; 2025Q3: 142,646 shares; 2025Q4: 152,318 shares; 2026Q1: 153,212 shares; 2026Q2: 156,948 shares 156,948 $45.4M 5.22% +3,736 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: 108,132 shares; 2024Q4: 136,989 shares; 2025Q1: 152,929 shares; 2025Q2: 180,568 shares; 2025Q3: 206,478 shares; 2025Q4: 270,551 shares; 2026Q1: 439,844 shares; 2026Q2: 462,777 shares 462,777 $35.2M 4.05% +22,933 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: 139,649 shares; 2024Q4: 139,334 shares; 2025Q1: 138,002 shares; 2025Q2: 141,422 shares; 2025Q3: 144,169 shares; 2025Q4: 149,892 shares; 2026Q1: 162,857 shares; 2026Q2: 166,901 shares 166,901 $33.4M 3.84% +4,044 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: 116,277 shares; 2024Q4: 118,373 shares; 2025Q1: 121,199 shares; 2025Q2: 117,859 shares; 2025Q3: 113,824 shares; 2025Q4: 204,653 shares; 2026Q1: 180,955 shares; 2026Q2: 137,353 shares 137,353 $26.2M 3.01% -43,602 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: 52,381 shares; 2024Q4: 52,390 shares; 2025Q1: 51,511 shares; 2025Q2: 53,025 shares; 2025Q3: 54,105 shares; 2025Q4: 54,228 shares; 2026Q1: 55,334 shares; 2026Q2: 56,799 shares 56,799 $21.2M 2.44% +1,465 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: 42,763 shares; 2024Q4: 46,084 shares; 2025Q1: 44,733 shares; 2025Q2: 43,633 shares; 2025Q3: 44,518 shares; 2025Q4: 47,035 shares; 2026Q1: 50,611 shares; 2026Q2: 52,793 shares 52,793 $18.9M 2.17% +2,182 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: 64,514 shares; 2024Q4: 66,126 shares; 2025Q1: 59,855 shares; 2025Q2: 60,104 shares; 2025Q3: 62,024 shares; 2025Q4: 69,660 shares; 2026Q1: 71,633 shares; 2026Q2: 73,878 shares 73,878 $17.6M 2.02% +2,245 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: 33,103 shares; 2024Q4: 32,708 shares; 2025Q1: 32,763 shares; 2025Q2: 32,983 shares; 2025Q3: 33,187 shares; 2025Q4: 33,849 shares; 2026Q1: 36,472 shares; 2026Q2: 37,838 shares 37,838 $14.3M 1.64% +1,366 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: 33,969 shares; 2024Q4: 36,700 shares; 2025Q1: 35,519 shares; 2025Q2: 34,354 shares; 2025Q3: 34,044 shares; 2025Q4: 34,765 shares; 2026Q1: 37,092 shares; 2026Q2: 37,195 shares 37,195 $13.1M 1.51% +103 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,848 shares; 2024Q4: 115,665 shares; 2025Q1: 118,970 shares; 2025Q2: 117,174 shares; 2025Q3: 122,424 shares; 2025Q4: 115,048 shares; 2026Q1: 98,250 shares; 2026Q2: 141,161 shares 141,161 $12.6M 1.44% +42,911 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: 77,569 shares; 2024Q4: 81,083 shares; 2025Q1: 88,790 shares; 2025Q2: 88,529 shares; 2025Q3: 88,902 shares; 2025Q4: 94,606 shares; 2026Q1: 114,556 shares; 2026Q2: 123,390 shares 123,390 $11.7M 1.34% +8,834 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: 58,778 shares; 2024Q4: 61,395 shares; 2025Q1: 66,434 shares; 2025Q2: 68,475 shares; 2025Q3: 68,805 shares; 2025Q4: 71,394 shares; 2026Q1: 80,702 shares; 2026Q2: 86,909 shares 86,909 $10.2M 1.17% +6,207 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: 158,749 shares; 2024Q4: 164,508 shares; 2025Q1: 167,836 shares; 2025Q2: 173,364 shares; 2025Q3: 172,838 shares; 2025Q4: 161,500 shares; 2026Q1: 140,535 shares; 2026Q2: 134,517 shares 134,517 $10.2M 1.17% -6,018 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,184 shares; 2024Q4: 215,620 shares; 2025Q1: 212,570 shares; 2025Q2: 221,033 shares; 2025Q3: 233,401 shares; 2025Q4: 216,333 shares; 2026Q1: 183,736 shares; 2026Q2: 196,794 shares 196,794 $10.1M 1.16% +13,058 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: 240,704 shares; 2024Q4: 237,369 shares; 2025Q1: 220,711 shares; 2025Q2: 246,333 shares; 2025Q3: 256,193 shares; 2025Q4: 239,882 shares; 2026Q1: 196,097 shares; 2026Q2: 181,290 shares 181,290 $9.72M 1.12% -14,807 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: 24,383 shares; 2024Q4: 24,569 shares; 2025Q1: 24,448 shares; 2025Q2: 25,508 shares; 2025Q3: 25,731 shares; 2025Q4: 26,353 shares; 2026Q1: 27,878 shares; 2026Q2: 29,243 shares 29,243 $9.57M 1.1% +1,365 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: 52,313 shares; 2024Q4: 53,621 shares; 2025Q1: 54,885 shares; 2025Q2: 57,598 shares; 2025Q3: 57,237 shares; 2025Q4: 52,856 shares; 2026Q1: 46,598 shares; 2026Q2: 42,309 shares 42,309 $9.28M 1.07% -4,289 Timeline XLY 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: 48,041 shares; 2024Q4: 45,551 shares; 2025Q1: 49,801 shares; 2025Q2: 48,500 shares; 2025Q3: 45,776 shares; 2025Q4: 84,897 shares; 2026Q1: 84,437 shares; 2026Q2: 79,153 shares 79,153 $9.28M 1.07% -5,284 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: 14,351 shares; 2024Q4: 14,337 shares; 2025Q1: 14,663 shares; 2025Q2: 15,256 shares; 2025Q3: 15,621 shares; 2025Q4: 15,490 shares; 2026Q1: 16,785 shares; 2026Q2: 16,344 shares 16,344 $9.21M 1.06% -441 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,610 shares; 2024Q4: 102,587 shares; 2025Q1: 110,532 shares; 2025Q2: 113,984 shares; 2025Q3: 122,491 shares; 2025Q4: 115,563 shares; 2026Q1: 101,739 shares; 2026Q2: 108,868 shares 108,868 $8.94M 1.03% +7,129 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: 6,121 shares; 2024Q4: 6,065 shares; 2025Q1: 6,146 shares; 2025Q2: 6,067 shares; 2025Q3: 6,174 shares; 2025Q4: 6,543 shares; 2026Q1: 6,993 shares; 2026Q2: 7,275 shares 7,275 $8.73M 1% +282 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: 166,394 shares; 2024Q4: 173,457 shares; 2025Q1: 178,685 shares; 2025Q2: 176,637 shares; 2025Q3: 184,060 shares; 2025Q4: 172,361 shares; 2026Q1: 147,148 shares; 2026Q2: 204,859 shares 204,859 $8.45M 0.97% +57,711 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: 5,359 shares; 2024Q4: 5,792 shares; 2025Q1: 6,007 shares; 2025Q2: 10,319 shares; 2025Q3: 11,125 shares; 2025Q4: 26,706 shares; 2026Q1: 77,950 shares; 2026Q2: 84,914 shares 84,914 $8.4M 0.97% +6,964 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,163 shares; 2024Q4: 84,542 shares; 2025Q1: 86,804 shares; 2025Q2: 89,293 shares; 2025Q3: 89,583 shares; 2025Q4: 82,528 shares; 2026Q1: 82,237 shares; 2026Q2: 90,846 shares 90,846 $8.29M 0.95% +8,609 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: 16,297 shares; 2024Q4: 17,576 shares; 2025Q1: 15,521 shares; 2025Q2: 16,840 shares; 2025Q3: 17,442 shares; 2025Q4: 18,612 shares; 2026Q1: 19,403 shares; 2026Q2: 19,696 shares 19,696 $8.28M 0.95% +293 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: 68,006 shares; 2024Q4: 71,121 shares; 2025Q1: 66,099 shares; 2025Q2: 72,170 shares; 2025Q3: 69,375 shares; 2025Q4: 62,268 shares; 2026Q1: 54,470 shares; 2026Q2: 51,369 shares 51,369 $8.15M 0.94% -3,101 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: 92,371 shares; 2024Q4: 90,133 shares; 2025Q1: 89,628 shares; 2025Q2: 89,809 shares; 2025Q3: 88,289 shares; 2025Q4: 82,177 shares; 2026Q1: 73,228 shares; 2026Q2: 72,894 shares 72,894 $7.81M 0.9% -334 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: 4,249 shares; 2024Q4: 4,146 shares; 2025Q1: 4,062 shares; 2025Q2: 3,913 shares; 2025Q3: 4,216 shares; 2025Q4: 4,528 shares; 2026Q1: 6,017 shares; 2026Q2: 6,593 shares 6,593 $7.61M 0.88% +576 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: 57,269 shares; 2024Q4: 57,937 shares; 2025Q1: 57,890 shares; 2025Q2: 58,630 shares; 2025Q3: 57,418 shares; 2025Q4: 53,838 shares; 2026Q1: 44,478 shares; 2026Q2: 40,279 shares 40,279 $7.46M 0.86% -4,199 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,517 shares; 2024Q4: 138,632 shares; 2025Q1: 148,538 shares; 2025Q2: 149,617 shares; 2025Q3: 157,906 shares; 2025Q4: 148,965 shares; 2026Q1: 127,826 shares; 2026Q2: 170,171 shares 170,171 $7.33M 0.84% +42,345 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: 41,049 shares; 2024Q4: 42,248 shares; 2025Q1: 47,502 shares; 2025Q2: 38,183 shares; 2025Q3: 49,812 shares; 2025Q4: 60,880 shares; 2026Q1: 63,978 shares; 2026Q2: 67,724 shares 67,724 $7.29M 0.84% +3,746 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: 8,489 shares; 2024Q4: 8,608 shares; 2025Q1: 8,948 shares; 2025Q2: 9,528 shares; 2025Q3: 9,119 shares; 2025Q4: 10,288 shares; 2026Q1: 11,446 shares; 2026Q2: 11,823 shares 11,823 $5.92M 0.68% +377 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: 11,963 shares; 2024Q4: 16,074 shares; 2025Q1: 18,216 shares; 2025Q2: 15,475 shares; 2025Q3: 17,505 shares; 2025Q4: 18,649 shares; 2026Q1: 22,394 shares; 2026Q2: 23,211 shares 23,211 $5.9M 0.68% +817 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: 49,140 shares; 2024Q4: 52,303 shares; 2025Q1: 58,562 shares; 2025Q2: 61,743 shares; 2025Q3: 66,290 shares; 2025Q4: 60,409 shares; 2026Q1: 51,771 shares; 2026Q2: 56,121 shares 56,121 $5.63M 0.65% +4,350 Timeline VMBS 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: 114,935 shares; 2024Q4: 120,253 shares; 2025Q1: 131,892 shares; 2025Q2: 135,955 shares; 2025Q3: 143,346 shares; 2025Q4: 132,100 shares; 2026Q1: 111,664 shares; 2026Q2: 119,832 shares 119,832 $5.61M 0.65% +8,168 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,739 shares; 2024Q4: 119,575 shares; 2025Q1: 130,313 shares; 2025Q2: 135,838 shares; 2025Q3: 144,038 shares; 2025Q4: 133,891 shares; 2026Q1: 113,682 shares; 2026Q2: 122,949 shares 122,949 $5.61M 0.64% +9,267 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: 10,577 shares; 2024Q4: 10,688 shares; 2025Q1: 10,766 shares; 2025Q2: 11,196 shares; 2025Q3: 11,573 shares; 2025Q4: 13,284 shares; 2026Q1: 14,925 shares; 2026Q2: 16,294 shares 16,294 $5.59M 0.64% +1,369 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: 8,165 shares; 2024Q4: 6,912 shares; 2025Q1: 17,195 shares; 2025Q2: 14,977 shares; 2025Q3: 5,665 shares; 2025Q4: 7,291 shares; 2026Q1: 8,438 shares; 2026Q2: 9,504 shares 9,504 $5.52M 0.63% +1,066 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: 71,303 shares; 2024Q4: 13,422 shares; 2025Q1: 18,870 shares; 2025Q2: 21,594 shares; 2025Q3: 24,353 shares; 2025Q4: 28,770 shares; 2026Q1: 34,804 shares; 2026Q2: 38,216 shares 38,216 $5.34M 0.61% +3,412 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: 6,198 shares; 2024Q4: 5,319 shares; 2025Q1: 5,136 shares; 2025Q2: 5,579 shares; 2025Q3: 5,634 shares; 2025Q4: 5,741 shares; 2026Q1: 6,591 shares; 2026Q2: 7,198 shares 7,198 $5.2M 0.6% +607 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,840 shares; 2024Q4: 34,645 shares; 2025Q1: 34,759 shares; 2025Q2: 35,611 shares; 2025Q3: 37,575 shares; 2025Q4: 35,109 shares; 2026Q1: 30,000 shares; 2026Q2: 38,041 shares 38,041 $4.75M 0.55% +8,041 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: 61,889 shares; 2024Q4: 63,055 shares; 2025Q1: 67,329 shares; 2025Q2: 70,931 shares; 2025Q3: 72,321 shares; 2025Q4: 67,989 shares; 2026Q1: 46,162 shares; 2026Q2: 31,943 shares 31,943 $4.74M 0.54% -14,219 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,619 shares 34,619 $4.73M 0.54% new 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: 13,767 shares; 2024Q4: 18,058 shares; 2025Q1: 20,811 shares; 2025Q2: 22,419 shares; 2025Q3: 23,717 shares; 2025Q4: 25,878 shares; 2026Q1: 34,427 shares; 2026Q2: 38,888 shares 38,888 $4.57M 0.53% +4,461 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: 25,092 shares; 2024Q4: 27,346 shares; 2025Q1: 26,899 shares; 2025Q2: 27,818 shares; 2025Q3: 29,301 shares; 2025Q4: 34,621 shares; 2026Q1: 40,367 shares; 2026Q2: 38,701 shares 38,701 $4.38M 0.5% -1,666 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,760 shares; 2024Q4: 3,252 shares; 2025Q1: 2,899 shares; 2025Q2: 2,915 shares; 2025Q3: 3,115 shares; 2025Q4: 3,332 shares; 2026Q1: 3,786 shares; 2026Q2: 4,115 shares 4,115 $4.38M 0.5% +329 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: 22,725 shares; 2024Q4: 23,044 shares; 2025Q1: 23,214 shares; 2025Q2: 23,935 shares; 2025Q3: 23,998 shares; 2025Q4: 28,037 shares; 2026Q1: 29,400 shares; 2026Q2: 29,881 shares 29,881 $4.32M 0.5% +481 Timeline XLP 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: 61,056 shares; 2024Q4: 65,392 shares; 2025Q1: 63,825 shares; 2025Q2: 65,988 shares; 2025Q3: 66,272 shares; 2025Q4: 61,932 shares; 2026Q1: 51,684 shares; 2026Q2: 50,240 shares 50,240 $4.17M 0.48% -1,444 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,540 shares; 2024Q4: 77,432 shares; 2025Q1: 78,292 shares; 2025Q2: 79,551 shares; 2025Q3: 85,245 shares; 2025Q4: 82,095 shares; 2026Q1: 72,421 shares; 2026Q2: 84,732 shares 84,732 $4.03M 0.46% +12,311 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: 6,810 shares; 2024Q4: 6,889 shares; 2025Q1: 6,756 shares; 2025Q2: 7,924 shares; 2025Q3: 7,961 shares; 2025Q4: 4,791 shares; 2026Q1: 4,964 shares; 2026Q2: 5,356 shares 5,356 $4.01M 0.46% +392 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: 13,542 shares; 2024Q4: 14,153 shares; 2025Q1: 13,128 shares; 2025Q2: 12,553 shares; 2025Q3: 11,918 shares; 2025Q4: 11,332 shares; 2026Q1: 11,427 shares; 2026Q2: 10,705 shares 10,705 $4M 0.46% -722 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,856 shares; 2024Q4: 82,143 shares; 2025Q1: 87,111 shares; 2025Q2: 86,827 shares; 2025Q3: 89,463 shares; 2025Q4: 82,466 shares; 2026Q1: 69,809 shares; 2026Q2: 79,063 shares 79,063 $3.89M 0.45% +9,254 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: 3,407 shares; 2024Q4: 3,436 shares; 2025Q1: 3,355 shares; 2025Q2: 3,490 shares; 2025Q3: 3,476 shares; 2025Q4: 3,602 shares; 2026Q1: 4,481 shares; 2026Q2: 4,095 shares 4,095 $3.83M 0.44% -386 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,947 shares; 2024Q4: 27,317 shares; 2025Q1: 29,311 shares; 2025Q2: 29,595 shares; 2025Q3: 31,603 shares; 2025Q4: 45,906 shares; 2026Q1: 31,231 shares; 2026Q2: 34,233 shares 34,233 $3.78M 0.43% +3,002 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: 44,180 shares; 2024Q4: 44,631 shares; 2025Q1: 43,131 shares; 2025Q2: 46,313 shares; 2025Q3: 47,382 shares; 2025Q4: 55,954 shares; 2026Q1: 59,153 shares; 2026Q2: 66,237 shares 66,237 $3.77M 0.43% +7,084 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: 21,271 shares; 2024Q4: 34,171 shares; 2025Q1: 20,249 shares; 2025Q2: 17,884 shares; 2025Q3: 16,448 shares; 2025Q4: 20,682 shares; 2026Q1: 15,613 shares; 2026Q2: 15,105 shares 15,105 $3.66M 0.42% -508 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: 42,962 shares; 2024Q4: 43,243 shares; 2025Q1: 44,404 shares; 2025Q2: 44,155 shares; 2025Q3: 47,135 shares; 2025Q4: 45,181 shares; 2026Q1: 40,160 shares; 2026Q2: 47,431 shares 47,431 $3.66M 0.42% +7,271 Timeline EDIV 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: 70,963 shares; 2024Q4: 72,806 shares; 2025Q1: 76,486 shares; 2025Q2: 76,512 shares; 2025Q3: 80,208 shares; 2025Q4: 77,857 shares; 2026Q1: 67,114 shares; 2026Q2: 88,432 shares 88,432 $3.62M 0.42% +21,318 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: 9,935 shares; 2024Q4: 9,695 shares; 2025Q1: 9,138 shares; 2025Q2: 8,472 shares; 2025Q3: 7,902 shares; 2025Q4: 7,757 shares; 2026Q1: 7,322 shares; 2026Q2: 28,890 shares 28,890 $3.59M 0.41% +21,568 Timeline QEMM 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: 39,922 shares; 2024Q4: 42,260 shares; 2025Q1: 46,193 shares; 2025Q2: 46,286 shares; 2025Q3: 47,115 shares; 2025Q4: 45,414 shares; 2026Q1: 39,713 shares; 2026Q2: 44,797 shares 44,797 $3.58M 0.41% +5,084 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: 22,262 shares; 2024Q4: 21,984 shares; 2025Q1: 21,423 shares; 2025Q2: 21,078 shares; 2025Q3: 20,658 shares; 2025Q4: 19,224 shares; 2026Q1: 18,567 shares; 2026Q2: 18,797 shares 18,797 $3.57M 0.41% +230 Timeline XSVM 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: 39,740 shares; 2024Q4: 41,043 shares; 2025Q1: 44,679 shares; 2025Q2: 46,084 shares; 2025Q3: 48,350 shares; 2025Q4: 45,729 shares; 2026Q1: 39,644 shares; 2026Q2: 49,922 shares 49,922 $3.47M 0.4% +10,278 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,108 shares; 2024Q4: 35,663 shares; 2025Q1: 36,424 shares; 2025Q2: 37,134 shares; 2025Q3: 39,461 shares; 2025Q4: 37,531 shares; 2026Q1: 33,065 shares; 2026Q2: 38,133 shares 38,133 $3.4M 0.39% +5,068 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: 9,073 shares; 2024Q4: 10,426 shares; 2025Q1: 11,195 shares; 2025Q2: 11,233 shares; 2025Q3: 11,331 shares; 2025Q4: 11,813 shares; 2026Q1: 12,521 shares; 2026Q2: 13,169 shares 13,169 $3.31M 0.38% +648 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,202 shares; 2024Q4: 28,905 shares; 2025Q1: 30,167 shares; 2025Q2: 30,585 shares; 2025Q3: 32,834 shares; 2025Q4: 31,580 shares; 2026Q1: 27,724 shares; 2026Q2: 35,676 shares 35,676 $3.27M 0.38% +7,952 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: 5,679 shares; 2024Q4: 5,545 shares; 2025Q1: 5,219 shares; 2025Q2: 3,924 shares; 2025Q3: 3,509 shares; 2025Q4: 4,770 shares; 2026Q1: 5,928 shares; 2026Q2: 7,830 shares 7,830 $3.25M 0.37% +1,902 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,527 shares; 2024Q4: 4,586 shares; 2025Q1: 4,708 shares; 2025Q2: 5,076 shares; 2025Q3: 5,176 shares; 2025Q4: 5,602 shares; 2026Q1: 6,674 shares; 2026Q2: 6,311 shares 6,311 $3.24M 0.37% -363 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: 3,270 shares; 2025Q1: 4,133 shares; 2025Q2: 3,946 shares; 2025Q3: 4,250 shares; 2025Q4: 4,836 shares; 2026Q1: 5,880 shares; 2026Q2: 7,127 shares 7,127 $3.09M 0.36% +1,247 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: 14,040 shares; 2024Q4: 14,242 shares; 2025Q1: 14,485 shares; 2025Q2: 15,866 shares; 2025Q3: 15,831 shares; 2025Q4: 17,615 shares; 2026Q1: 20,112 shares; 2026Q2: 21,885 shares 21,885 $3.06M 0.35% +1,773 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,921 shares; 2024Q4: 2,016 shares; 2025Q1: 2,029 shares; 2025Q2: 2,172 shares; 2025Q3: 2,219 shares; 2025Q4: 2,515 shares; 2026Q1: 2,790 shares; 2026Q2: 2,988 shares 2,988 $3.02M 0.35% +198 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: 3,374 shares; 2025Q1: 3,478 shares; 2025Q2: 3,582 shares; 2025Q3: 3,506 shares; 2025Q4: 3,355 shares; 2026Q1: 3,303 shares; 2026Q2: 3,142 shares 3,142 $3.02M 0.35% -161 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,788 shares; 2024Q4: 34,211 shares; 2025Q1: 35,516 shares; 2025Q2: 36,235 shares; 2025Q3: 38,770 shares; 2025Q4: 36,648 shares; 2026Q1: 31,759 shares; 2026Q2: 37,033 shares 37,033 $2.98M 0.34% +5,274 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,647 shares; 2024Q4: 45,746 shares; 2025Q1: 56,920 shares; 2025Q2: 58,332 shares; 2025Q3: 60,632 shares; 2025Q4: 56,507 shares; 2026Q1: 49,439 shares; 2026Q2: 58,521 shares 58,521 $2.96M 0.34% +9,082 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,052 shares; 2024Q4: 6,936 shares; 2025Q1: 6,910 shares; 2025Q2: 6,837 shares; 2025Q3: 6,793 shares; 2025Q4: 6,759 shares; 2026Q1: 6,706 shares; 2026Q2: 6,891 shares 6,891 $2.94M 0.34% +185 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: 4,304 shares; 2024Q4: 5,551 shares; 2025Q1: 5,360 shares; 2025Q2: 5,394 shares; 2025Q3: 5,340 shares; 2025Q4: 5,373 shares; 2026Q1: 5,549 shares; 2026Q2: 5,580 shares 5,580 $2.84M 0.33% +31 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: 5,318 shares; 2024Q4: 5,204 shares; 2025Q1: 5,160 shares; 2025Q2: 5,023 shares; 2025Q3: 4,880 shares; 2025Q4: 3,262 shares; 2026Q1: 3,059 shares; 2026Q2: 23,716 shares 23,716 $2.83M 0.33% +20,657 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: 42,102 shares; 2024Q4: 41,280 shares; 2025Q1: 40,628 shares; 2025Q2: 42,080 shares; 2025Q3: 42,554 shares; 2025Q4: 44,333 shares; 2026Q1: 47,251 shares; 2026Q2: 46,832 shares 46,832 $2.83M 0.33% -419 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: 3,458 shares; 2024Q4: 3,427 shares; 2025Q1: 3,493 shares; 2025Q2: 3,583 shares; 2025Q3: 3,595 shares; 2025Q4: 36,975 shares; 2026Q1: 41,555 shares; 2026Q2: 39,145 shares 39,145 $2.79M 0.32% -2,410 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: 37,937 shares; 2024Q4: 35,688 shares; 2025Q1: 35,689 shares; 2025Q2: 39,556 shares; 2025Q3: 38,507 shares; 2025Q4: 72,460 shares; 2026Q1: 52,100 shares; 2026Q2: 51,242 shares 51,242 $2.72M 0.31% -858 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: 1,834 shares; 2024Q4: 1,860 shares; 2025Q1: 1,894 shares; 2025Q2: 1,968 shares; 2025Q3: 2,032 shares; 2025Q4: 2,347 shares; 2026Q1: 2,788 shares; 2026Q2: 2,739 shares 2,739 $2.68M 0.31% -49 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,042 shares; 2024Q4: 6,683 shares; 2025Q1: 6,524 shares; 2025Q2: 8,231 shares; 2025Q3: 8,343 shares; 2025Q4: 8,187 shares; 2026Q1: 8,416 shares; 2026Q2: 7,567 shares 7,567 $2.67M 0.31% -849 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: 10,343 shares; 2024Q4: 10,072 shares; 2025Q1: 9,527 shares; 2025Q2: 10,081 shares; 2025Q3: 10,090 shares; 2025Q4: 10,861 shares; 2026Q1: 11,438 shares; 2026Q2: 12,125 shares 12,125 $2.53M 0.29% +687 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: 1,477 shares; 2024Q4: 1,496 shares; 2025Q1: 1,543 shares; 2025Q2: 1,724 shares; 2025Q3: 1,761 shares; 2025Q4: 1,904 shares; 2026Q1: 2,056 shares; 2026Q2: 2,145 shares 2,145 $2.52M 0.29% +89 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: 13,272 shares; 2024Q4: 13,431 shares; 2025Q1: 13,653 shares; 2025Q2: 14,349 shares; 2025Q3: 14,737 shares; 2025Q4: 15,530 shares; 2026Q1: 16,349 shares; 2026Q2: 16,461 shares 16,461 $2.49M 0.29% +112 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: 10,117 shares; 2024Q4: 12,536 shares; 2025Q1: 12,744 shares; 2025Q2: 12,560 shares; 2025Q3: 15,414 shares; 2025Q4: 14,100 shares; 2026Q1: 14,905 shares; 2026Q2: 15,044 shares 15,044 $2.49M 0.29% +139 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: 511 shares; 2024Q4: 435 shares; 2025Q1: 521 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 569 shares; 2026Q1: 710 shares; 2026Q2: 8,070 shares 8,070 $2.43M 0.28% +7,360 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: 14,736 shares; 2024Q4: 12,724 shares; 2025Q1: 12,126 shares; 2025Q2: 9,164 shares; 2025Q3: 11,691 shares; 2025Q4: 13,829 shares; 2026Q1: 17,577 shares; 2026Q2: 18,915 shares 18,915 $2.43M 0.28% +1,338 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: 43,966 shares; 2024Q4: 23,131 shares; 2025Q1: 23,366 shares; 2025Q2: 24,959 shares; 2025Q3: 25,558 shares; 2025Q4: 28,266 shares; 2026Q1: 28,243 shares; 2026Q2: 28,987 shares 28,987 $2.4M 0.28% +744 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: 4,531 shares; 2024Q4: 4,538 shares; 2025Q1: 4,666 shares; 2025Q2: 5,490 shares; 2025Q3: 5,482 shares; 2025Q4: 5,653 shares; 2026Q1: 6,284 shares; 2026Q2: 6,752 shares 6,752 $2.28M 0.26% +468 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: 4,480 shares; 2024Q4: 4,433 shares; 2025Q1: 4,638 shares; 2025Q2: 4,718 shares; 2025Q3: 4,699 shares; 2025Q4: 4,701 shares; 2026Q1: 6,089 shares; 2026Q2: 6,238 shares 6,238 $2.26M 0.26% +149 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 3,121 shares; 2025Q1: 3,061 shares; 2025Q2: 3,212 shares; 2025Q3: 3,164 shares; 2025Q4: 3,053 shares; 2026Q1: 3,461 shares; 2026Q2: 3,515 shares 3,515 $2.23M 0.26% +54 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,029 shares; 2024Q4: 5,884 shares; 2025Q1: 6,144 shares; 2025Q2: 5,950 shares; 2025Q3: 6,222 shares; 2025Q4: 6,462 shares; 2026Q1: 5,939 shares; 2026Q2: 6,411 shares 6,411 $2.19M 0.25% +472 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: not reported; 2024Q4: 4,397 shares; 2025Q1: 5,729 shares; 2025Q2: 53,806 shares; 2025Q3: 48,502 shares; 2025Q4: 51,743 shares; 2026Q1: 45,266 shares; 2026Q2: 42,389 shares 42,389 $2.14M 0.25% -2,877 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: 16,530 shares; 2024Q4: 17,068 shares; 2025Q1: 17,803 shares; 2025Q2: 18,428 shares; 2025Q3: 18,058 shares; 2025Q4: 18,890 shares; 2026Q1: 19,558 shares; 2026Q2: 18,346 shares 18,346 $2.14M 0.25% -1,212 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: 26,131 shares; 2024Q4: 25,162 shares; 2025Q1: 29,187 shares; 2025Q2: 29,842 shares; 2025Q3: 26,205 shares; 2025Q4: 23,699 shares; 2026Q1: 22,062 shares; 2026Q2: 20,349 shares 20,349 $2.11M 0.24% -1,713 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,255 shares; 2024Q4: 8,052 shares; 2025Q1: 8,864 shares; 2025Q2: 9,769 shares; 2025Q3: 11,087 shares; 2025Q4: 13,281 shares; 2026Q1: 15,816 shares; 2026Q2: 16,156 shares 16,156 $2.04M 0.23% +340 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: 5,504 shares; 2024Q4: 5,555 shares; 2025Q1: 5,673 shares; 2025Q2: 6,196 shares; 2025Q3: 6,189 shares; 2025Q4: 6,682 shares; 2026Q1: 6,753 shares; 2026Q2: 7,072 shares 7,072 $1.99M 0.23% +319 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: 23,119 shares; 2024Q4: 22,279 shares; 2025Q1: 22,445 shares; 2025Q2: 22,776 shares; 2025Q3: 22,806 shares; 2025Q4: 22,261 shares; 2026Q1: 22,732 shares; 2026Q2: 22,587 shares 22,587 $1.98M 0.23% -145 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: 1,873 shares; 2024Q4: 1,789 shares; 2025Q1: 1,893 shares; 2025Q2: 1,646 shares; 2025Q3: 4,554 shares; 2025Q4: 4,309 shares; 2026Q1: 4,382 shares; 2026Q2: 3,945 shares 3,945 $1.98M 0.23% -437 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 4,702 shares; 2025Q1: 3,710 shares; 2025Q2: 4,116 shares; 2025Q3: 4,338 shares; 2025Q4: 5,173 shares; 2026Q1: 6,956 shares; 2026Q2: 7,595 shares 7,595 $1.87M 0.22% +639 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,576 shares; 2024Q4: 26,968 shares; 2025Q1: 26,450 shares; 2025Q2: 27,182 shares; 2025Q3: 27,747 shares; 2025Q4: 51,673 shares; 2026Q1: 42,222 shares; 2026Q2: 40,125 shares 40,125 $1.82M 0.21% -2,097 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: 21,677 shares; 2024Q4: 19,687 shares; 2025Q1: 19,581 shares; 2025Q2: 21,228 shares; 2025Q3: 21,065 shares; 2025Q4: 21,036 shares; 2026Q1: 19,781 shares; 2026Q2: 18,263 shares 18,263 $1.76M 0.2% -1,518 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864 shares; 2025Q4: 1,072 shares; 2026Q1: 1,553 shares; 2026Q2: 1,802 shares 1,802 $1.74M 0.2% +249 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: 6,063 shares; 2024Q4: 6,097 shares; 2025Q1: 6,425 shares; 2025Q2: 6,954 shares; 2025Q3: 7,047 shares; 2025Q4: 7,772 shares; 2026Q1: 8,512 shares; 2026Q2: 9,519 shares 9,519 $1.72M 0.2% +1,007 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: 2,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares; 2026Q1: 5,111 shares; 2026Q2: 5,775 shares 5,775 $1.72M 0.2% +664 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: 8,585 shares; 2025Q1: 8,613 shares; 2025Q2: 8,890 shares; 2025Q3: 9,068 shares; 2025Q4: 9,038 shares; 2026Q1: 9,520 shares; 2026Q2: 10,062 shares 10,062 $1.71M 0.2% +542 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: 4,721 shares; 2025Q3: 4,975 shares; 2025Q4: 5,530 shares; 2026Q1: 6,175 shares; 2026Q2: 6,680 shares 6,680 $1.71M 0.2% +505 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: 5,438 shares; 2024Q4: 5,727 shares; 2025Q1: 5,970 shares; 2025Q2: 7,183 shares; 2025Q3: 7,242 shares; 2025Q4: 7,902 shares; 2026Q1: 9,009 shares; 2026Q2: 9,675 shares 9,675 $1.71M 0.2% +666 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: 6,935 shares; 2024Q4: 7,017 shares; 2025Q1: 6,847 shares; 2025Q2: 7,390 shares; 2025Q3: 7,811 shares; 2025Q4: 7,859 shares; 2026Q1: 12,661 shares; 2026Q2: 11,429 shares 11,429 $1.67M 0.19% -1,232 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: 4,744 shares; 2024Q4: 4,532 shares; 2025Q1: 4,868 shares; 2025Q2: 4,530 shares; 2025Q3: 4,441 shares; 2025Q4: 4,057 shares; 2026Q1: 5,076 shares; 2026Q2: 5,618 shares 5,618 $1.67M 0.19% +542 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,732 shares; 2024Q4: 4,633 shares; 2025Q1: 4,527 shares; 2025Q2: 4,622 shares; 2025Q3: 4,556 shares; 2025Q4: 4,468 shares; 2026Q1: 4,607 shares; 2026Q2: 4,667 shares 4,667 $1.65M 0.19% +60 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: 31,520 shares; 2024Q4: 33,388 shares; 2025Q1: 33,476 shares; 2025Q2: 33,589 shares; 2025Q3: 33,131 shares; 2025Q4: 30,562 shares; 2026Q1: 29,899 shares; 2026Q2: 28,219 shares 28,219 $1.63M 0.19% -1,680 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: 8,339 shares; 2024Q4: 9,031 shares; 2025Q1: 9,891 shares; 2025Q2: 10,491 shares; 2025Q3: 10,947 shares; 2025Q4: 12,005 shares; 2026Q1: 18,487 shares; 2026Q2: 19,142 shares 19,142 $1.62M 0.19% +655 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: 3,938 shares; 2024Q4: 3,988 shares; 2025Q1: 4,288 shares; 2025Q2: 6,703 shares; 2025Q3: 7,071 shares; 2025Q4: 7,422 shares; 2026Q1: 7,897 shares; 2026Q2: 8,050 shares 8,050 $1.61M 0.19% +153 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,446 shares; 2024Q4: 3,597 shares; 2025Q1: 3,971 shares; 2025Q2: 3,743 shares; 2025Q3: 3,802 shares; 2025Q4: 3,974 shares; 2026Q1: 5,393 shares; 2026Q2: 5,868 shares 5,868 $1.6M 0.18% +475 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: 12,648 shares; 2024Q4: 13,300 shares; 2025Q1: 13,658 shares; 2025Q2: 15,797 shares; 2025Q3: 14,814 shares; 2025Q4: 14,448 shares; 2026Q1: 17,942 shares; 2026Q2: 19,399 shares 19,399 $1.58M 0.18% +1,457 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,757 shares; 2024Q4: 46,410 shares; 2025Q1: 45,225 shares; 2025Q2: 48,155 shares; 2025Q3: 48,511 shares; 2025Q4: 46,315 shares; 2026Q1: 39,948 shares; 2026Q2: 35,683 shares 35,683 $1.57M 0.18% -4,265 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: not reported; 2024Q4: not reported; 2025Q1: 4,340 shares; 2025Q2: 4,659 shares; 2025Q3: 5,143 shares; 2025Q4: 11,653 shares; 2026Q1: 27,280 shares; 2026Q2: 29,684 shares 29,684 $1.56M 0.18% +2,404 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: 17,349 shares; 2024Q4: 17,508 shares; 2025Q1: 17,611 shares; 2025Q2: 18,735 shares; 2025Q3: 18,813 shares; 2025Q4: 19,006 shares; 2026Q1: 20,378 shares; 2026Q2: 20,559 shares 20,559 $1.53M 0.18% +181 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: 42,993 shares; 2024Q4: 45,299 shares; 2025Q1: 46,270 shares; 2025Q2: 45,869 shares; 2025Q3: 44,881 shares; 2025Q4: 41,581 shares; 2026Q1: 37,906 shares; 2026Q2: 36,064 shares 36,064 $1.53M 0.18% -1,842 Timeline LQD 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: 1,947 shares; 2025Q3: 2,221 shares; 2025Q4: 5,645 shares; 2026Q1: 12,840 shares; 2026Q2: 13,962 shares 13,962 $1.52M 0.18% +1,122 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: 5,714 shares; 2024Q4: 6,122 shares; 2025Q1: 6,423 shares; 2025Q2: 6,343 shares; 2025Q3: 7,001 shares; 2025Q4: 7,277 shares; 2026Q1: 8,349 shares; 2026Q2: 6,875 shares 6,875 $1.52M 0.17% -1,474 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: 9,583 shares; 2024Q4: 10,501 shares; 2025Q1: 9,830 shares; 2025Q2: 8,667 shares; 2025Q3: 9,239 shares; 2025Q4: 8,502 shares; 2026Q1: 7,833 shares; 2026Q2: 6,987 shares 6,987 $1.51M 0.17% -846 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: 558 shares; 2026Q2: 660 shares 660 $1.5M 0.17% +102 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.17% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 1,016 shares; 2025Q1: 1,038 shares; 2025Q2: 1,454 shares; 2025Q3: 1,464 shares; 2025Q4: 1,655 shares; 2026Q1: 1,770 shares; 2026Q2: 1,942 shares 1,942 $1.48M 0.17% +172 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: 2,761 shares; 2024Q4: 2,813 shares; 2025Q1: 2,816 shares; 2025Q2: 3,015 shares; 2025Q3: 3,020 shares; 2025Q4: 2,460 shares; 2026Q1: 2,720 shares; 2026Q2: 2,778 shares 2,778 $1.44M 0.17% +58 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: 20,670 shares; 2024Q4: 21,536 shares; 2025Q1: 19,511 shares; 2025Q2: 20,111 shares; 2025Q3: 19,487 shares; 2025Q4: 36,725 shares; 2026Q1: 29,987 shares; 2026Q2: 28,066 shares 28,066 $1.43M 0.16% -1,921 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: 158,087 shares; 2024Q4: 135,815 shares; 2025Q1: 134,086 shares; 2025Q2: 134,943 shares; 2025Q3: 88,333 shares; 2025Q4: 75,360 shares; 2026Q1: 60,365 shares; 2026Q2: 53,408 shares 53,408 $1.42M 0.16% -6,957 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: 7,399 shares; 2024Q4: 7,643 shares; 2025Q1: 8,222 shares; 2025Q2: 9,353 shares; 2025Q3: 10,647 shares; 2025Q4: 11,779 shares; 2026Q1: 16,603 shares; 2026Q2: 19,772 shares 19,772 $1.42M 0.16% +3,169 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: 4,842 shares; 2024Q4: 5,142 shares; 2025Q1: 5,006 shares; 2025Q2: 5,029 shares; 2025Q3: 4,872 shares; 2025Q4: 4,838 shares; 2026Q1: 5,331 shares; 2026Q2: 5,247 shares 5,247 $1.42M 0.16% -84 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: 1,293 shares; 2024Q4: 1,368 shares; 2025Q1: 1,362 shares; 2025Q2: 1,473 shares; 2025Q3: 1,505 shares; 2025Q4: 1,599 shares; 2026Q1: 1,857 shares; 2026Q2: 1,973 shares 1,973 $1.41M 0.16% +116 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,305 shares; 2024Q4: 20,114 shares; 2025Q1: 20,135 shares; 2025Q2: 18,457 shares; 2025Q3: 12,146 shares; 2025Q4: 10,627 shares; 2026Q1: 11,297 shares; 2026Q2: 13,112 shares 13,112 $1.4M 0.16% +1,815 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: 5,352 shares; 2024Q4: 4,107 shares; 2025Q1: 5,255 shares; 2025Q2: 3,466 shares; 2025Q3: 5,385 shares; 2025Q4: 7,014 shares; 2026Q1: 9,775 shares; 2026Q2: 10,212 shares 10,212 $1.38M 0.16% +437 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 2,395 shares; 2025Q1: 2,602 shares; 2025Q2: 3,150 shares; 2025Q3: 3,148 shares; 2025Q4: 2,438 shares; 2026Q1: 3,162 shares; 2026Q2: 3,473 shares 3,473 $1.38M 0.16% +311 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: 39,338 shares; 2024Q4: 39,641 shares; 2025Q1: 39,786 shares; 2025Q2: 41,943 shares; 2025Q3: 41,782 shares; 2025Q4: 41,182 shares; 2026Q1: 43,260 shares; 2026Q2: 43,111 shares 43,111 $1.38M 0.16% -149 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,357 shares; 2024Q4: 44,969 shares; 2025Q1: 43,320 shares; 2025Q2: 40,080 shares; 2025Q3: 26,636 shares; 2025Q4: 23,670 shares; 2026Q1: 24,840 shares; 2026Q2: 28,613 shares 28,613 $1.37M 0.16% +3,773 Timeline SMMU 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: 42,381 shares; 2024Q4: 40,351 shares; 2025Q1: 39,717 shares; 2025Q2: 35,813 shares; 2025Q3: 23,963 shares; 2025Q4: 21,023 shares; 2026Q1: 22,122 shares; 2026Q2: 25,705 shares 25,705 $1.3M 0.15% +3,583 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,841 shares; 2026Q1: 20,943 shares; 2026Q2: 14,873 shares 14,873 $1.27M 0.15% -6,070 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,048 shares; 2024Q4: 6,650 shares; 2025Q1: 7,231 shares; 2025Q2: 8,596 shares; 2025Q3: 8,648 shares; 2025Q4: 8,670 shares; 2026Q1: 9,132 shares; 2026Q2: 9,195 shares 9,195 $1.26M 0.14% +63 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: 8,126 shares; 2024Q4: 6,066 shares; 2025Q1: 7,150 shares; 2025Q2: 8,636 shares; 2025Q3: 8,909 shares; 2025Q4: 9,998 shares; 2026Q1: 12,369 shares; 2026Q2: 13,390 shares 13,390 $1.25M 0.14% +1,021 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,458 shares; 2025Q1: 2,343 shares; 2025Q2: 2,297 shares; 2025Q3: 2,276 shares; 2025Q4: 2,286 shares; 2026Q1: 2,419 shares; 2026Q2: 2,530 shares 2,530 $1.24M 0.14% +111 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: 9,767 shares; 2024Q4: 10,065 shares; 2025Q1: 9,684 shares; 2025Q2: 9,402 shares; 2025Q3: 8,308 shares; 2025Q4: 7,162 shares; 2026Q1: 7,779 shares; 2026Q2: 8,286 shares 8,286 $1.21M 0.14% +507 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: 853 shares; 2024Q4: 873 shares; 2025Q1: 768 shares; 2025Q2: 859 shares; 2025Q3: 884 shares; 2025Q4: 949 shares; 2026Q1: 1,068 shares; 2026Q2: 1,070 shares 1,070 $1.21M 0.14% +2 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: 62,070 shares; 2024Q4: 60,126 shares; 2025Q1: 63,599 shares; 2025Q2: 67,160 shares; 2025Q3: 73,344 shares; 2025Q4: 68,398 shares; 2026Q1: 62,151 shares; 2026Q2: 49,426 shares 49,426 $1.19M 0.14% -12,725 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: 115,525 shares; 2024Q4: 111,961 shares; 2025Q1: 100,845 shares; 2025Q2: 97,459 shares; 2025Q3: 55,282 shares; 2025Q4: 53,821 shares; 2026Q1: 56,669 shares; 2026Q2: 56,201 shares 56,201 $1.16M 0.13% -468 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares; 2026Q1: 4,441 shares; 2026Q2: 5,330 shares 5,330 $1.15M 0.13% +889 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: 4,211 shares; 2024Q4: 4,350 shares; 2025Q1: 4,427 shares; 2025Q2: 4,535 shares; 2025Q3: 4,562 shares; 2025Q4: 4,629 shares; 2026Q1: 5,047 shares; 2026Q2: 5,066 shares 5,066 $1.15M 0.13% +19 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: 2,784 shares; 2024Q4: 2,785 shares; 2025Q1: 2,824 shares; 2025Q2: 2,944 shares; 2025Q3: 2,841 shares; 2025Q4: 2,894 shares; 2026Q1: 3,119 shares; 2026Q2: 2,872 shares 2,872 $1.14M 0.13% -247 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: not reported; 2026Q1: 1,370 shares; 2026Q2: 1,785 shares 1,785 $1.14M 0.13% +415 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: 5,178 shares; 2024Q4: 4,574 shares; 2025Q1: 5,019 shares; 2025Q2: 4,638 shares; 2025Q3: 4,727 shares; 2025Q4: 5,209 shares; 2026Q1: 5,608 shares; 2026Q2: 6,120 shares 6,120 $1.13M 0.13% +512 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: 8,526 shares; 2024Q4: 7,737 shares; 2025Q1: 7,354 shares; 2025Q2: 7,032 shares; 2025Q3: 5,676 shares; 2025Q4: 4,643 shares; 2026Q1: 3,297 shares; 2026Q2: 2,360 shares 2,360 $1.13M 0.13% -937 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026 shares; 2024Q4: 2,193 shares; 2025Q1: 2,490 shares; 2025Q2: 2,417 shares; 2025Q3: 2,454 shares; 2025Q4: 2,454 shares; 2026Q1: 4,144 shares; 2026Q2: 4,106 shares 4,106 $1.11M 0.13% -38 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: 2,503 shares; 2024Q4: 2,569 shares; 2025Q1: 2,504 shares; 2025Q2: 2,521 shares; 2025Q3: 2,575 shares; 2025Q4: 2,549 shares; 2026Q1: 3,207 shares; 2026Q2: 3,358 shares 3,358 $1.11M 0.13% +151 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: 4,852 shares; 2024Q4: 4,988 shares; 2025Q1: 5,048 shares; 2025Q2: 5,645 shares; 2025Q3: 5,698 shares; 2025Q4: 5,878 shares; 2026Q1: 6,487 shares; 2026Q2: 6,852 shares 6,852 $1.11M 0.13% +365 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,887 shares; 2024Q4: 16,086 shares; 2025Q1: 14,657 shares; 2025Q2: 14,882 shares; 2025Q3: 16,046 shares; 2025Q4: 17,661 shares; 2026Q1: 20,968 shares; 2026Q2: 22,818 shares 22,818 $1.08M 0.12% +1,850 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: 6,380 shares; 2024Q4: 6,197 shares; 2025Q1: 5,929 shares; 2025Q2: 5,967 shares; 2025Q3: 6,352 shares; 2025Q4: 6,344 shares; 2026Q1: 6,527 shares; 2026Q2: 6,618 shares 6,618 $1.08M 0.12% +91 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,823 shares; 2024Q4: 44,823 shares; 2025Q1: 43,910 shares; 2025Q2: 41,807 shares; 2025Q3: 40,872 shares; 2025Q4: 40,872 shares; 2026Q1: 40,872 shares; 2026Q2: 40,993 shares 40,993 $1.08M 0.12% +121 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: 2,742 shares; 2024Q4: 2,718 shares; 2025Q1: 2,784 shares; 2025Q2: 2,862 shares; 2025Q3: 2,887 shares; 2025Q4: 3,127 shares; 2026Q1: 3,834 shares; 2026Q2: 3,843 shares 3,843 $1.07M 0.12% +9 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: 1,073 shares; 2024Q4: 1,092 shares; 2025Q1: 1,069 shares; 2025Q2: 1,112 shares; 2025Q3: 1,117 shares; 2025Q4: 1,255 shares; 2026Q1: 1,412 shares; 2026Q2: 1,473 shares 1,473 $1.06M 0.12% +61 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,042 shares; 2024Q4: 8,613 shares; 2025Q1: 8,692 shares; 2025Q2: 7,310 shares; 2025Q3: 7,944 shares; 2025Q4: 8,975 shares; 2026Q1: 9,729 shares; 2026Q2: 7,748 shares 7,748 $1.05M 0.12% -1,981 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: 595 shares; 2024Q4: 638 shares; 2025Q1: 646 shares; 2025Q2: 715 shares; 2025Q3: 732 shares; 2025Q4: 630 shares; 2026Q1: 718 shares; 2026Q2: 771 shares 771 $1.05M 0.12% +53 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: 732 shares; 2024Q4: 755 shares; 2025Q1: 756 shares; 2025Q2: 11,527 shares; 2025Q3: 11,670 shares; 2025Q4: 11,219 shares; 2026Q1: 11,434 shares; 2026Q2: 11,326 shares 11,326 $1.04M 0.12% -108 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,498 shares; 2025Q1: 1,580 shares; 2025Q2: 1,797 shares; 2025Q3: 1,823 shares; 2025Q4: 2,357 shares; 2026Q1: 3,039 shares; 2026Q2: 3,132 shares 3,132 $1.03M 0.12% +93 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: 3,195 shares; 2024Q4: 3,211 shares; 2025Q1: 3,188 shares; 2025Q2: 3,415 shares; 2025Q3: 3,032 shares; 2025Q4: 2,936 shares; 2026Q1: 3,040 shares; 2026Q2: 3,024 shares 3,024 $1.03M 0.12% -16 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: 2,687 shares; 2024Q4: 2,738 shares; 2025Q1: 2,801 shares; 2025Q2: 3,088 shares; 2025Q3: 3,105 shares; 2025Q4: 3,208 shares; 2026Q1: 3,775 shares; 2026Q2: 3,812 shares 3,812 $1.02M 0.12% +37 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: 16,457 shares; 2024Q4: 5,815 shares; 2025Q1: 5,709 shares; 2025Q2: 6,507 shares; 2025Q3: 6,571 shares; 2025Q4: 6,233 shares; 2026Q1: 6,805 shares; 2026Q2: 7,045 shares 7,045 $1.01M 0.12% +240 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: 60,151 shares; 2024Q4: 54,776 shares; 2025Q1: 53,647 shares; 2025Q2: 55,260 shares; 2025Q3: 57,809 shares; 2025Q4: 41,851 shares; 2026Q1: 49,567 shares; 2026Q2: 40,969 shares 40,969 $1.01M 0.12% -8,598 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: 13,409 shares; 2024Q4: 11,076 shares; 2025Q1: 12,318 shares; 2025Q2: 13,113 shares; 2025Q3: 13,830 shares; 2025Q4: 14,012 shares; 2026Q1: 14,994 shares; 2026Q2: 13,938 shares 13,938 $1.01M 0.12% -1,056 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: 9,639 shares; 2024Q4: 8,856 shares; 2025Q1: 9,416 shares; 2025Q2: 10,045 shares; 2025Q3: 9,956 shares; 2025Q4: 9,423 shares; 2026Q1: 9,044 shares; 2026Q2: 6,404 shares 6,404 $1M 0.12% -2,640 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: 3,944 shares; 2024Q4: 3,905 shares; 2025Q1: 3,886 shares; 2025Q2: 3,989 shares; 2025Q3: 3,993 shares; 2025Q4: 3,894 shares; 2026Q1: 4,500 shares; 2026Q2: 4,591 shares 4,591 $1M 0.12% +91 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: 14,169 shares; 2024Q4: 14,884 shares; 2025Q1: 14,527 shares; 2025Q2: 13,666 shares; 2025Q3: 13,587 shares; 2025Q4: 13,880 shares; 2026Q1: 12,118 shares; 2026Q2: 12,037 shares 12,037 $977K 0.11% -81 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: 744 shares; 2025Q3: 787 shares; 2025Q4: 1,059 shares; 2026Q1: 1,949 shares; 2026Q2: 2,152 shares 2,152 $975K 0.11% +203 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: 191 shares; 2024Q4: 210 shares; 2025Q1: 205 shares; 2025Q2: 207 shares; 2025Q3: 206 shares; 2025Q4: 252 shares; 2026Q1: 249 shares; 2026Q2: 5,406 shares 5,406 $964K 0.11% +5,157 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: 1,387 shares; 2024Q4: 1,368 shares; 2025Q1: 1,442 shares; 2025Q2: 1,782 shares; 2025Q3: 1,791 shares; 2025Q4: 1,954 shares; 2026Q1: 2,302 shares; 2026Q2: 2,450 shares 2,450 $955K 0.11% +148 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,114 shares; 2024Q4: 1,671 shares; 2025Q1: 1,667 shares; 2025Q2: 1,921 shares; 2025Q3: 1,806 shares; 2025Q4: 9,085 shares; 2026Q1: 13,501 shares; 2026Q2: 9,599 shares 9,599 $953K 0.11% -3,902 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: 2,643 shares; 2024Q4: 2,752 shares; 2025Q1: 2,844 shares; 2025Q2: 3,539 shares; 2025Q3: 3,760 shares; 2025Q4: 4,560 shares; 2026Q1: 5,903 shares; 2026Q2: 6,480 shares 6,480 $947K 0.11% +577 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: 1,846 shares; 2024Q4: 1,850 shares; 2025Q1: 1,949 shares; 2025Q2: 2,217 shares; 2025Q3: 2,341 shares; 2025Q4: 2,153 shares; 2026Q1: 2,352 shares; 2026Q2: 2,322 shares 2,322 $945K 0.11% -30 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: 8,435 shares; 2024Q4: 9,125 shares; 2025Q1: 8,856 shares; 2025Q2: 8,699 shares; 2025Q3: 9,196 shares; 2025Q4: 10,265 shares; 2026Q1: 11,703 shares; 2026Q2: 12,220 shares 12,220 $942K 0.11% +517 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: 11,177 shares; 2024Q4: 3,539 shares; 2025Q1: 3,535 shares; 2025Q2: 3,232 shares; 2025Q3: 3,245 shares; 2025Q4: 3,443 shares; 2026Q1: 3,960 shares; 2026Q2: 4,201 shares 4,201 $939K 0.11% +241 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: 2,204 shares; 2024Q4: 2,270 shares; 2025Q1: 2,410 shares; 2025Q2: 2,448 shares; 2025Q3: 2,476 shares; 2025Q4: 2,610 shares; 2026Q1: 2,975 shares; 2026Q2: 2,937 shares 2,937 $933K 0.11% -38 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,574 shares; 2024Q4: 4,774 shares; 2025Q1: 4,772 shares; 2025Q2: 6,773 shares; 2025Q3: 7,205 shares; 2025Q4: 7,005 shares; 2026Q1: 8,580 shares; 2026Q2: 8,906 shares 8,906 $926K 0.11% +326 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,524 shares; 2024Q4: 17,512 shares; 2025Q1: 17,559 shares; 2025Q2: 17,751 shares; 2025Q3: 17,736 shares; 2025Q4: 16,604 shares; 2026Q1: 16,055 shares; 2026Q2: 11,763 shares 11,763 $920K 0.11% -4,292 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: 8,641 shares; 2024Q4: 7,677 shares; 2025Q1: 7,817 shares; 2025Q2: 8,739 shares; 2025Q3: 9,076 shares; 2025Q4: 11,241 shares; 2026Q1: 11,613 shares; 2026Q2: 9,897 shares 9,897 $913K 0.11% -1,716 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: 1,606 shares; 2024Q4: 1,686 shares; 2025Q1: 1,790 shares; 2025Q2: 1,835 shares; 2025Q3: 1,690 shares; 2025Q4: 1,808 shares; 2026Q1: 1,870 shares; 2026Q2: 1,751 shares 1,751 $870K 0.1% -119 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: 2,368 shares; 2024Q4: 2,480 shares; 2025Q1: 2,290 shares; 2025Q2: 2,457 shares; 2025Q3: 2,531 shares; 2025Q4: 2,887 shares; 2026Q1: 3,254 shares; 2026Q2: 3,605 shares 3,605 $858K 0.1% +351 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: 3,264 shares; 2024Q4: 3,160 shares; 2025Q1: 3,451 shares; 2025Q2: 3,406 shares; 2025Q3: 3,388 shares; 2025Q4: 1,407 shares; 2026Q1: 1,325 shares; 2026Q2: 1,305 shares 1,305 $856K 0.1% -20 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: 550 shares; 2024Q4: 575 shares; 2025Q1: 547 shares; 2025Q2: 546 shares; 2025Q3: 522 shares; 2025Q4: 551 shares; 2026Q1: 744 shares; 2026Q2: 819 shares 819 $854K 0.1% +75 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: 5,657 shares; 2024Q4: 5,103 shares; 2025Q1: 5,214 shares; 2025Q2: 5,021 shares; 2025Q3: 5,658 shares; 2025Q4: 4,610 shares; 2026Q1: 4,915 shares; 2026Q2: 5,006 shares 5,006 $846K 0.1% +91 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: 2,477 shares; 2024Q4: 2,572 shares; 2025Q1: 2,269 shares; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: 1,993 shares; 2026Q1: 5,690 shares; 2026Q2: 6,115 shares 6,115 $839K 0.1% +425 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,908 shares; 2024Q4: 3,240 shares; 2025Q1: 2,931 shares; 2025Q2: 3,241 shares; 2025Q3: 2,677 shares; 2025Q4: 4,468 shares; 2026Q1: 6,433 shares; 2026Q2: 9,130 shares 9,130 $837K 0.1% +2,697 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: 13,907 shares; 2024Q4: 14,033 shares; 2025Q1: 14,723 shares; 2025Q2: 12,477 shares; 2025Q3: 13,687 shares; 2025Q4: 14,203 shares; 2026Q1: 16,652 shares; 2026Q2: 16,473 shares 16,473 $821K 0.09% -179 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,787 shares; 2024Q4: 4,770 shares; 2025Q1: 4,643 shares; 2025Q2: 4,933 shares; 2025Q3: 4,821 shares; 2025Q4: 4,188 shares; 2026Q1: 3,297 shares; 2026Q2: 2,773 shares 2,773 $813K 0.09% -524 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637 shares; 2024Q4: 1,664 shares; 2025Q1: 1,638 shares; 2025Q2: 1,622 shares; 2025Q3: 1,636 shares; 2025Q4: 1,733 shares; 2026Q1: 1,929 shares; 2026Q2: 1,947 shares 1,947 $809K 0.09% +18 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: 5,897 shares; 2024Q4: 6,267 shares; 2025Q1: 6,525 shares; 2025Q2: 6,538 shares; 2025Q3: 7,158 shares; 2025Q4: 7,309 shares; 2026Q1: 6,936 shares; 2026Q2: 6,730 shares 6,730 $792K 0.09% -206 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,611 shares; 2024Q4: 6,606 shares; 2025Q1: 6,482 shares; 2025Q2: 6,391 shares; 2025Q3: 6,387 shares; 2025Q4: 6,343 shares; 2026Q1: 6,064 shares; 2026Q2: 5,995 shares 5,995 $789K 0.09% -69 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,981 shares; 2024Q4: 1,922 shares; 2025Q1: 2,034 shares; 2025Q2: 2,236 shares; 2025Q3: 2,264 shares; 2025Q4: 2,378 shares; 2026Q1: 3,199 shares; 2026Q2: 2,972 shares 2,972 $776K 0.09% -227 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,134 shares; 2024Q4: 3,766 shares; 2025Q1: 4,175 shares; 2025Q2: 10,816 shares; 2025Q3: 11,409 shares; 2025Q4: 11,827 shares; 2026Q1: 16,574 shares; 2026Q2: 16,139 shares 16,139 $775K 0.09% -435 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 3,207 shares; 2025Q1: 3,407 shares; 2025Q2: 3,771 shares; 2025Q3: 3,748 shares; 2025Q4: 2,955 shares; 2026Q1: 2,548 shares; 2026Q2: 3,455 shares 3,455 $774K 0.09% +907 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: 2,810 shares; 2024Q4: 5,844 shares; 2025Q1: 5,860 shares; 2025Q2: 6,047 shares; 2025Q3: 6,205 shares; 2025Q4: 6,226 shares; 2026Q1: 6,578 shares; 2026Q2: 6,620 shares 6,620 $760K 0.09% +42 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 2,326 shares; 2025Q1: 2,289 shares; 2025Q2: 2,228 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares; 2026Q1: 2,034 shares; 2026Q2: 1,920 shares 1,920 $756K 0.09% -114 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,213 shares; 2025Q1: 1,195 shares; 2025Q2: 1,206 shares; 2025Q3: 1,297 shares; 2025Q4: 1,397 shares; 2026Q1: 1,831 shares; 2026Q2: 2,035 shares 2,035 $754K 0.09% +204 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,316 shares; 2024Q4: 9,015 shares; 2025Q1: 11,031 shares; 2025Q2: 11,213 shares; 2025Q3: 10,918 shares; 2025Q4: 8,777 shares; 2026Q1: 3,095 shares; 2026Q2: 3,323 shares 3,323 $740K 0.09% +228 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,555 shares; 2024Q4: 3,973 shares; 2025Q1: 3,981 shares; 2025Q2: 4,696 shares; 2025Q3: 4,988 shares; 2025Q4: 5,023 shares; 2026Q1: 5,716 shares; 2026Q2: 5,745 shares 5,745 $727K 0.08% +29 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: 1,281 shares; 2024Q4: 1,293 shares; 2025Q1: 1,305 shares; 2025Q2: 1,336 shares; 2025Q3: 1,335 shares; 2025Q4: 1,322 shares; 2026Q1: 1,452 shares; 2026Q2: 1,568 shares 1,568 $719K 0.08% +116 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: 2,284 shares; 2024Q4: 2,152 shares; 2025Q1: 1,899 shares; 2025Q2: 2,406 shares; 2025Q3: 2,068 shares; 2025Q4: 2,384 shares; 2026Q1: 3,117 shares; 2026Q2: 3,358 shares 3,358 $715K 0.08% +241 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: 1,004 shares; 2024Q4: 1,127 shares; 2025Q1: 1,146 shares; 2025Q2: 1,432 shares; 2025Q3: 1,885 shares; 2025Q4: 1,640 shares; 2026Q1: 2,150 shares; 2026Q2: 2,073 shares 2,073 $714K 0.08% -77 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: 2,017 shares; 2025Q1: 2,323 shares; 2025Q2: 2,462 shares; 2025Q3: 2,524 shares; 2025Q4: 2,646 shares; 2026Q1: 2,882 shares; 2026Q2: 2,886 shares 2,886 $708K 0.08% +4 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: 2,744 shares; 2024Q4: 2,786 shares; 2025Q1: 2,825 shares; 2025Q2: 3,027 shares; 2025Q3: 3,055 shares; 2025Q4: 3,334 shares; 2026Q1: 4,226 shares; 2026Q2: 4,104 shares 4,104 $698K 0.08% -122 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares; 2026Q1: 1,260 shares; 2026Q2: 1,398 shares 1,398 $692K 0.08% +138 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: 572 shares; 2025Q3: 963 shares; 2025Q4: 1,396 shares; 2026Q1: 1,230 shares; 2026Q2: 1,335 shares 1,335 $688K 0.08% +105 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: 9,565 shares; 2024Q4: 8,653 shares; 2025Q1: 7,573 shares; 2025Q2: 5,389 shares; 2025Q3: 5,528 shares; 2025Q4: 7,323 shares; 2026Q1: 9,766 shares; 2026Q2: 10,850 shares 10,850 $682K 0.08% +1,084 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,562 shares; 2024Q4: 3,168 shares; 2025Q1: 3,525 shares; 2025Q2: 2,442 shares; 2025Q3: 2,912 shares; 2025Q4: 2,577 shares; 2026Q1: 4,802 shares; 2026Q2: 5,199 shares 5,199 $679K 0.08% +397 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,457 shares; 2024Q4: 7,648 shares; 2025Q1: 6,932 shares; 2025Q2: 6,162 shares; 2025Q3: 6,104 shares; 2025Q4: 6,399 shares; 2026Q1: 6,945 shares; 2026Q2: 7,917 shares 7,917 $670K 0.08% +972 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: 8,472 shares; 2024Q4: 8,432 shares; 2025Q1: 8,787 shares; 2025Q2: 8,782 shares; 2025Q3: 8,850 shares; 2025Q4: 8,920 shares; 2026Q1: 9,627 shares; 2026Q2: 9,795 shares 9,795 $669K 0.08% +168 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: 3,211 shares; 2024Q4: 3,210 shares; 2025Q1: 3,166 shares; 2025Q2: 3,094 shares; 2025Q3: 3,080 shares; 2025Q4: 3,052 shares; 2026Q1: 3,647 shares; 2026Q2: 3,721 shares 3,721 $668K 0.08% +74 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: 2,963 shares 2,963 $663K 0.08% new 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: 2,951 shares 2,951 $652K 0.08% new 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: 2,736 shares; 2025Q1: 3,238 shares; 2025Q2: 3,096 shares; 2025Q3: 2,905 shares; 2025Q4: 2,910 shares; 2026Q1: 4,002 shares; 2026Q2: 4,246 shares 4,246 $652K 0.08% +244 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: 468 shares; 2024Q4: 478 shares; 2025Q1: 494 shares; 2025Q2: 482 shares; 2025Q3: 469 shares; 2025Q4: 521 shares; 2026Q1: 488 shares; 2026Q2: 487 shares 487 $649K 0.07% -1 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: 3,035 shares; 2024Q4: 3,303 shares; 2025Q1: 3,538 shares; 2025Q2: 4,086 shares; 2025Q3: 3,797 shares; 2025Q4: 2,777 shares; 2026Q1: 3,439 shares; 2026Q2: 3,935 shares 3,935 $644K 0.07% +496 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: 1,855 shares; 2024Q4: 3,820 shares; 2025Q1: 4,582 shares; 2025Q2: 4,334 shares; 2025Q3: 4,570 shares; 2025Q4: 4,030 shares; 2026Q1: 4,193 shares; 2026Q2: 3,133 shares 3,133 $642K 0.07% -1,060 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,852 shares; 2025Q3: 2,792 shares; 2025Q4: 2,512 shares; 2026Q1: 2,477 shares; 2026Q2: 2,477 shares 2,477 $639K 0.07% 0 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: 1,682 shares; 2024Q4: 1,665 shares; 2025Q1: 1,673 shares; 2025Q2: 1,746 shares; 2025Q3: 1,757 shares; 2025Q4: 1,801 shares; 2026Q1: 1,806 shares; 2026Q2: 2,001 shares 2,001 $630K 0.07% +195 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: 793 shares; 2024Q4: 943 shares; 2025Q1: 887 shares; 2025Q2: 895 shares; 2025Q3: 220,898 shares; 2025Q4: 912 shares; 2026Q1: 902 shares; 2026Q2: 842 shares 842 $629K 0.07% -60 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,869 shares; 2024Q4: 2,908 shares; 2025Q1: 2,789 shares; 2025Q2: 2,679 shares; 2025Q3: 2,406 shares; 2025Q4: 3,021 shares; 2026Q1: 4,036 shares; 2026Q2: 5,044 shares 5,044 $628K 0.07% +1,008 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: 3,007 shares; 2024Q4: 3,066 shares; 2025Q1: 3,043 shares; 2025Q2: 2,928 shares; 2025Q3: 2,937 shares; 2025Q4: 3,467 shares; 2026Q1: 3,627 shares; 2026Q2: 3,672 shares 3,672 $623K 0.07% +45 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: not reported; 2024Q4: 4,227 shares; 2025Q1: 4,386 shares; 2025Q2: 5,085 shares; 2025Q3: 5,246 shares; 2025Q4: 5,678 shares; 2026Q1: 6,330 shares; 2026Q2: 6,459 shares 6,459 $621K 0.07% +129 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: 803 shares; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 1,146 shares; 2025Q4: 1,265 shares; 2026Q1: 1,825 shares; 2026Q2: 1,981 shares 1,981 $620K 0.07% +156 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,295 shares; 2024Q4: 4,345 shares; 2025Q1: 5,073 shares; 2025Q2: 6,186 shares; 2025Q3: 6,068 shares; 2025Q4: 6,409 shares; 2026Q1: 6,767 shares; 2026Q2: 6,696 shares 6,696 $615K 0.07% -71 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: 8,719 shares; 2024Q4: 10,231 shares; 2025Q1: 9,705 shares; 2025Q2: 6,980 shares; 2025Q3: 7,552 shares; 2025Q4: 9,425 shares; 2026Q1: 12,577 shares; 2026Q2: 13,165 shares 13,165 $612K 0.07% +588 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,537 shares; 2024Q4: 21,738 shares; 2025Q1: 23,863 shares; 2025Q2: 26,276 shares; 2025Q3: 26,176 shares; 2025Q4: 21,296 shares; 2026Q1: 19,411 shares; 2026Q2: 14,888 shares 14,888 $611K 0.07% -4,523 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,501 shares 4,501 $611K 0.07% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,008 shares; 2024Q4: 7,556 shares; 2025Q1: 8,712 shares; 2025Q2: 9,551 shares; 2025Q3: 9,043 shares; 2025Q4: 5,730 shares; 2026Q1: 3,523 shares; 2026Q2: 2,786 shares 2,786 $602K 0.07% -737 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,854 shares; 2025Q4: 1,970 shares; 2026Q1: 2,142 shares; 2026Q2: 2,306 shares 2,306 $601K 0.07% +164 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: 12,289 shares; 2024Q4: 12,346 shares; 2025Q1: 12,182 shares; 2025Q2: 12,811 shares; 2025Q3: 12,253 shares; 2025Q4: 9,370 shares; 2026Q1: 7,181 shares; 2026Q2: 5,273 shares 5,273 $600K 0.07% -1,908 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,902 shares; 2024Q4: 3,927 shares; 2025Q1: 4,271 shares; 2025Q2: 4,304 shares; 2025Q3: 4,322 shares; 2025Q4: 4,265 shares; 2026Q1: 4,837 shares; 2026Q2: 5,339 shares 5,339 $597K 0.07% +502 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,030 shares; 2025Q2: 4,854 shares; 2025Q3: 6,766 shares; 2025Q4: 7,283 shares; 2026Q1: 6,376 shares; 2026Q2: 5,942 shares 5,942 $596K 0.07% -434 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,849 shares; 2024Q4: 8,774 shares; 2025Q1: 8,627 shares; 2025Q2: 8,564 shares; 2025Q3: 8,566 shares; 2025Q4: 8,403 shares; 2026Q1: 8,026 shares; 2026Q2: 6,744 shares 6,744 $591K 0.07% -1,282 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: 3,015 shares; 2024Q4: 3,097 shares; 2025Q1: 3,526 shares; 2025Q2: 3,429 shares; 2025Q3: 3,643 shares; 2025Q4: 3,873 shares; 2026Q1: 5,168 shares; 2026Q2: 4,916 shares 4,916 $590K 0.07% -252 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,307 shares; 2024Q4: 34,274 shares; 2025Q1: 33,711 shares; 2025Q2: 31,538 shares; 2025Q3: 30,654 shares; 2025Q4: 23,076 shares; 2026Q1: 14,783 shares; 2026Q2: 11,240 shares 11,240 $589K 0.07% -3,543 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,429 shares; 2026Q1: 1,442 shares; 2026Q2: 1,493 shares 1,493 $589K 0.07% +51 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: 8,568 shares; 2024Q4: 8,730 shares; 2025Q1: 8,600 shares; 2025Q2: 8,399 shares; 2025Q3: 8,666 shares; 2025Q4: 8,577 shares; 2026Q1: 10,126 shares; 2026Q2: 10,416 shares 10,416 $587K 0.07% +290 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,191 shares; 2025Q1: 2,010 shares; 2025Q2: 2,268 shares; 2025Q3: 2,282 shares; 2025Q4: 1,925 shares; 2026Q1: 2,336 shares; 2026Q2: 2,415 shares 2,415 $577K 0.07% +79 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 1,026 shares; 2025Q4: 1,338 shares; 2026Q1: 1,861 shares; 2026Q2: 2,052 shares 2,052 $577K 0.07% +191 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,341 shares; 2024Q4: 4,341 shares; 2025Q1: 4,341 shares; 2025Q2: 4,341 shares; 2025Q3: 4,341 shares; 2025Q4: 4,341 shares; 2026Q1: 5,191 shares; 2026Q2: 5,191 shares 5,191 $572K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,294 shares; 2024Q4: 4,854 shares; 2025Q1: 5,923 shares; 2025Q2: 5,293 shares; 2025Q3: 5,473 shares; 2025Q4: 4,440 shares; 2026Q1: 5,124 shares; 2026Q2: 5,558 shares 5,558 $568K 0.07% +434 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: 1,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,664 shares; 2025Q3: 1,743 shares; 2025Q4: 1,857 shares; 2026Q1: 2,028 shares; 2026Q2: 2,215 shares 2,215 $566K 0.07% +187 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,458 shares; 2024Q4: 3,469 shares; 2025Q1: 3,383 shares; 2025Q2: 3,687 shares; 2025Q3: 4,149 shares; 2025Q4: 4,403 shares; 2026Q1: 5,444 shares; 2026Q2: 5,875 shares 5,875 $562K 0.06% +431 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 3,812 shares; 2025Q4: 4,044 shares; 2026Q1: 4,287 shares; 2026Q2: 5,412 shares 5,412 $562K 0.06% +1,125 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,682 shares; 2024Q4: 2,682 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 3,197 shares; 2026Q2: 2,987 shares 2,987 $562K 0.06% -210 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: 1,824 shares; 2025Q1: 2,004 shares; 2025Q2: 2,061 shares; 2025Q3: 2,088 shares; 2025Q4: 2,241 shares; 2026Q1: 2,565 shares; 2026Q2: 2,764 shares 2,764 $557K 0.06% +199 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,555 shares; 2024Q4: 21,050 shares; 2025Q1: 24,290 shares; 2025Q2: 28,704 shares; 2025Q3: 32,853 shares; 2025Q4: 39,750 shares; 2026Q1: 39,870 shares; 2026Q2: 40,083 shares 40,083 $557K 0.06% +213 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,222 shares; 2024Q4: 5,473 shares; 2025Q1: 5,831 shares; 2025Q2: 7,594 shares; 2025Q3: 7,146 shares; 2025Q4: 5,571 shares; 2026Q1: 5,628 shares; 2026Q2: 3,643 shares 3,643 $551K 0.06% -1,985 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: 1,826 shares; 2024Q4: 1,857 shares; 2025Q1: 1,909 shares; 2025Q2: 1,923 shares; 2025Q3: 1,907 shares; 2025Q4: 1,858 shares; 2026Q1: 1,996 shares; 2026Q2: 2,306 shares 2,306 $549K 0.06% +310 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: 1,688 shares; 2024Q4: 1,707 shares; 2025Q1: 2,069 shares; 2025Q2: 2,332 shares; 2025Q3: 2,366 shares; 2025Q4: 2,349 shares; 2026Q1: 2,136 shares; 2026Q2: 2,205 shares 2,205 $548K 0.06% +69 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: 473 shares; 2024Q4: 452 shares; 2025Q1: 443 shares; 2025Q2: 475 shares; 2025Q3: 492 shares; 2025Q4: 635 shares; 2026Q1: 754 shares; 2026Q2: 720 shares 720 $544K 0.06% -34 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: 1,707 shares; 2024Q4: 1,744 shares; 2025Q1: 1,723 shares; 2025Q2: 1,939 shares; 2025Q3: 1,923 shares; 2025Q4: 1,730 shares; 2026Q1: 1,958 shares; 2026Q2: 2,003 shares 2,003 $537K 0.06% +45 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: 4,843 shares; 2024Q4: 5,266 shares; 2025Q1: 5,041 shares; 2025Q2: 5,002 shares; 2025Q3: 5,706 shares; 2025Q4: 6,524 shares; 2026Q1: 6,553 shares; 2026Q2: 6,885 shares 6,885 $524K 0.06% +332 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: 3,307 shares; 2024Q4: 3,456 shares; 2025Q1: 3,486 shares; 2025Q2: 3,454 shares; 2025Q3: 3,583 shares; 2025Q4: 3,370 shares; 2026Q1: 3,107 shares; 2026Q2: 3,068 shares 3,068 $515K 0.06% -39 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: 4,452 shares; 2024Q4: 4,558 shares; 2025Q1: 4,802 shares; 2025Q2: 5,694 shares; 2025Q3: 5,622 shares; 2025Q4: 5,019 shares; 2026Q1: 5,287 shares; 2026Q2: 4,158 shares 4,158 $512K 0.06% -1,129 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,969 shares; 2025Q1: 1,815 shares; 2025Q2: 1,691 shares; 2025Q3: 1,446 shares; 2025Q4: 1,112 shares; 2026Q1: 259 shares; 2026Q2: 254 shares 254 $506K 0.06% -5 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 388 shares; 2025Q4: 476 shares; 2026Q1: 769 shares; 2026Q2: 902 shares 902 $505K 0.06% +133 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,157 shares; 2024Q4: 5,642 shares; 2025Q1: 7,390 shares; 2025Q2: 6,831 shares; 2025Q3: 8,726 shares; 2025Q4: 6,417 shares; 2026Q1: 4,436 shares; 2026Q2: 3,626 shares 3,626 $504K 0.06% -810 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,934 shares; 2024Q4: 1,947 shares; 2025Q1: 2,012 shares; 2025Q2: 2,191 shares; 2025Q3: 2,262 shares; 2025Q4: 2,669 shares; 2026Q1: 3,978 shares; 2026Q2: 3,786 shares 3,786 $502K 0.06% -192 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,561 shares; 2025Q1: 1,425 shares; 2025Q2: 1,660 shares; 2025Q3: 1,866 shares; 2025Q4: 1,530 shares; 2026Q1: 1,782 shares; 2026Q2: 1,720 shares 1,720 $500K 0.06% -62 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,909 shares; 2025Q1: 6,315 shares; 2025Q2: 5,936 shares; 2025Q3: 6,022 shares; 2025Q4: 6,561 shares; 2026Q1: 8,240 shares; 2026Q2: 8,876 shares 8,876 $493K 0.06% +636 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,673 shares; 2025Q4: 3,180 shares; 2026Q1: 6,726 shares; 2026Q2: 6,241 shares 6,241 $492K 0.06% -485 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 864 shares; 2025Q1: 839 shares; 2025Q2: 876 shares; 2025Q3: 880 shares; 2025Q4: 902 shares; 2026Q1: 941 shares; 2026Q2: 849 shares 849 $490K 0.06% -92 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,584 shares; 2024Q4: 5,449 shares; 2025Q1: 5,399 shares; 2025Q2: 5,217 shares; 2025Q3: 4,834 shares; 2025Q4: 4,689 shares; 2026Q1: 4,454 shares; 2026Q2: 4,539 shares 4,539 $489K 0.06% +85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 923 shares; 2025Q4: 950 shares; 2026Q1: 1,172 shares; 2026Q2: 1,298 shares 1,298 $487K 0.06% +126 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: 831 shares; 2024Q4: 936 shares; 2025Q1: 987 shares; 2025Q2: 1,029 shares; 2025Q3: 1,063 shares; 2025Q4: 1,069 shares; 2026Q1: 1,144 shares; 2026Q2: 952 shares 952 $485K 0.06% -192 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: 901 shares; 2025Q3: 1,061 shares; 2025Q4: 1,138 shares; 2026Q1: 1,416 shares; 2026Q2: 1,511 shares 1,511 $475K 0.05% +95 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 5,340 shares; 2025Q3: 5,590 shares; 2025Q4: 5,590 shares; 2026Q1: 5,567 shares; 2026Q2: 5,454 shares 5,454 $475K 0.05% -113 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: 3,495 shares; 2026Q1: 5,697 shares; 2026Q2: 6,493 shares 6,493 $469K 0.05% +796 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 3,932 shares; 2026Q1: 5,448 shares; 2026Q2: 6,125 shares 6,125 $468K 0.05% +677 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 2,659 shares; 2025Q1: 2,664 shares; 2025Q2: 2,792 shares; 2025Q3: 2,550 shares; 2025Q4: 2,522 shares; 2026Q1: 2,844 shares; 2026Q2: 2,800 shares 2,800 $467K 0.05% -44 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: 3,774 shares; 2024Q4: 3,779 shares; 2025Q1: 3,774 shares; 2025Q2: 3,198 shares; 2025Q3: 3,073 shares; 2025Q4: 3,266 shares; 2026Q1: 4,149 shares; 2026Q2: 4,321 shares 4,321 $466K 0.05% +172 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,066 shares; 2024Q4: 28,919 shares; 2025Q1: 31,185 shares; 2025Q2: 29,095 shares; 2025Q3: 19,182 shares; 2025Q4: 12,615 shares; 2026Q1: 17,866 shares; 2026Q2: 20,747 shares 20,747 $466K 0.05% +2,881 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 2,064 shares; 2025Q1: 2,260 shares; 2025Q2: 2,369 shares; 2025Q3: 2,414 shares; 2025Q4: 2,606 shares; 2026Q1: 2,453 shares; 2026Q2: 2,520 shares 2,520 $465K 0.05% +67 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,556 shares; 2024Q4: 1,570 shares; 2025Q1: 1,568 shares; 2025Q2: 1,623 shares; 2025Q3: 1,619 shares; 2025Q4: 1,623 shares; 2026Q1: 1,717 shares; 2026Q2: 1,719 shares 1,719 $464K 0.05% +2 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: 1,669 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 1,826 shares; 2026Q1: 2,002 shares; 2026Q2: 1,951 shares 1,951 $463K 0.05% -51 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 3,009 shares; 2025Q2: 2,990 shares; 2025Q3: 3,017 shares; 2025Q4: 2,829 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $458K 0.05% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares; 2026Q2: 1,307 shares 1,307 $457K 0.05% +38 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: 3,492 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,604 shares; 2026Q1: 4,197 shares; 2026Q2: 4,855 shares 4,855 $455K 0.05% +658 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: 13,901 shares; 2024Q4: 15,759 shares; 2025Q1: 16,078 shares; 2025Q2: 16,886 shares; 2025Q3: 19,802 shares; 2025Q4: 13,668 shares; 2026Q1: 8,329 shares; 2026Q2: 5,708 shares 5,708 $452K 0.05% -2,621 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,518 shares; 2025Q3: 15,091 shares; 2025Q4: 11,813 shares; 2026Q1: 6,125 shares; 2026Q2: 3,762 shares 3,762 $445K 0.05% -2,363 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,316 shares; 2024Q4: 15,923 shares; 2025Q1: 18,418 shares; 2025Q2: 17,947 shares; 2025Q3: 13,945 shares; 2025Q4: 10,585 shares; 2026Q1: 8,581 shares; 2026Q2: 5,582 shares 5,582 $441K 0.05% -2,999 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,459 shares; 2026Q2: 1,751 shares 1,751 $440K 0.05% +292 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,533 shares; 2025Q2: 12,853 shares; 2025Q3: 12,853 shares; 2025Q4: 12,853 shares; 2026Q1: 12,253 shares; 2026Q2: 12,199 shares 12,199 $439K 0.05% -54 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: 2,810 shares; 2024Q4: 3,149 shares; 2025Q1: 3,258 shares; 2025Q2: 3,108 shares; 2025Q3: 3,054 shares; 2025Q4: 2,999 shares; 2026Q1: 3,008 shares; 2026Q2: 2,780 shares 2,780 $439K 0.05% -228 Timeline MINO 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: 15,494 shares; 2024Q4: 15,388 shares; 2025Q1: 15,619 shares; 2025Q2: 14,667 shares; 2025Q3: 9,601 shares; 2025Q4: 8,386 shares; 2026Q1: 8,699 shares; 2026Q2: 9,583 shares 9,583 $439K 0.05% +884 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 730 shares; 2025Q1: 876 shares; 2025Q2: 748 shares; 2025Q3: 660 shares; 2025Q4: 849 shares; 2026Q1: 993 shares; 2026Q2: 1,131 shares 1,131 $438K 0.05% +138 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,149 shares; 2024Q4: 3,149 shares; 2025Q1: 2,974 shares; 2025Q2: 2,242 shares; 2025Q3: 2,237 shares; 2025Q4: 2,218 shares; 2026Q1: 1,995 shares; 2026Q2: 1,948 shares 1,948 $431K 0.05% -47 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,202 shares; 2024Q4: 5,212 shares; 2025Q1: 5,505 shares; 2025Q2: 5,902 shares; 2025Q3: 5,954 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares; 2026Q2: 1,161 shares 1,161 $429K 0.05% +66 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: 2,786 shares; 2025Q1: 2,772 shares; 2025Q2: 3,237 shares; 2025Q3: 3,383 shares; 2025Q4: 3,571 shares; 2026Q1: 3,608 shares; 2026Q2: 3,161 shares 3,161 $426K 0.05% -447 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $425K 0.05% 0 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: 1,285 shares; 2024Q4: 1,290 shares; 2025Q1: 1,306 shares; 2025Q2: 1,379 shares; 2025Q3: 1,398 shares; 2025Q4: 1,498 shares; 2026Q1: 1,518 shares; 2026Q2: 1,496 shares 1,496 $423K 0.05% -22 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,384 shares; 2024Q4: 16,178 shares; 2025Q1: 15,363 shares; 2025Q2: 18,489 shares; 2025Q3: 20,902 shares; 2025Q4: 21,514 shares; 2026Q1: 13,397 shares; 2026Q2: 7,983 shares 7,983 $422K 0.05% -5,414 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,259 shares; 2024Q4: 5,422 shares; 2025Q1: 6,580 shares; 2025Q2: 5,835 shares; 2025Q3: 6,125 shares; 2025Q4: 6,567 shares; 2026Q1: 7,351 shares; 2026Q2: 6,718 shares 6,718 $416K 0.05% -633 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,319 shares; 2024Q4: 2,246 shares; 2025Q1: 1,619 shares; 2025Q2: 1,325 shares; 2025Q3: 1,570 shares; 2025Q4: 2,475 shares; 2026Q1: 2,551 shares; 2026Q2: 2,158 shares 2,158 $411K 0.05% -393 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,787 shares; 2024Q4: 35,629 shares; 2025Q1: 39,367 shares; 2025Q2: 39,513 shares; 2025Q3: 51,563 shares; 2025Q4: 42,381 shares; 2026Q1: 33,132 shares; 2026Q2: 19,188 shares 19,188 $409K 0.05% -13,944 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,353 shares; 2024Q4: 16,391 shares; 2025Q1: 16,669 shares; 2025Q2: 15,488 shares; 2025Q3: 15,119 shares; 2025Q4: 16,919 shares; 2026Q1: 12,179 shares; 2026Q2: 14,238 shares 14,238 $401K 0.05% +2,059 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,830 shares; 2024Q4: 3,997 shares; 2025Q1: 4,795 shares; 2025Q2: 5,260 shares; 2025Q3: 5,085 shares; 2025Q4: 4,998 shares; 2026Q1: 6,937 shares; 2026Q2: 7,226 shares 7,226 $401K 0.05% +289 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,013 shares; 2024Q4: 1,018 shares; 2025Q1: 1,071 shares; 2025Q2: 1,214 shares; 2025Q3: 1,165 shares; 2025Q4: 1,263 shares; 2026Q1: 1,868 shares; 2026Q2: 1,799 shares 1,799 $401K 0.05% -69 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: 6,640 shares; 2024Q4: 7,204 shares; 2025Q1: 7,684 shares; 2025Q2: 8,576 shares; 2025Q3: 8,500 shares; 2025Q4: 7,896 shares; 2026Q1: 6,920 shares; 2026Q2: 4,406 shares 4,406 $400K 0.05% -2,514 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: 5,064 shares; 2024Q4: 5,716 shares; 2025Q1: 5,994 shares; 2025Q2: 5,404 shares; 2025Q3: 5,750 shares; 2025Q4: 5,283 shares; 2026Q1: 4,621 shares; 2026Q2: 2,514 shares 2,514 $399K 0.05% -2,107 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,903 shares; 2024Q4: 6,411 shares; 2025Q1: 4,866 shares; 2025Q2: 4,548 shares; 2025Q3: 6,476 shares; 2025Q4: 5,347 shares; 2026Q1: 3,912 shares; 2026Q2: 5,222 shares 5,222 $397K 0.05% +1,310 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,627 shares; 2024Q4: 40,141 shares; 2025Q1: 42,990 shares; 2025Q2: 46,883 shares; 2025Q3: 45,181 shares; 2025Q4: 32,879 shares; 2026Q1: 24,713 shares; 2026Q2: 16,613 shares 16,613 $392K 0.05% -8,100 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,096 shares; 2024Q4: 26,079 shares; 2025Q1: 32,283 shares; 2025Q2: 35,419 shares; 2025Q3: 36,906 shares; 2025Q4: 26,909 shares; 2026Q1: 25,209 shares; 2026Q2: 17,519 shares 17,519 $390K 0.04% -7,690 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,589 shares; 2026Q2: 1,607 shares 1,607 $389K 0.04% +18 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: 274 shares; 2026Q2: 280 shares 280 $387K 0.04% +6 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,221 shares; 2025Q1: 1,236 shares; 2025Q2: 1,265 shares; 2025Q3: 1,161 shares; 2025Q4: 1,157 shares; 2026Q1: 1,340 shares; 2026Q2: 1,215 shares 1,215 $387K 0.04% -125 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,428 shares; 2025Q1: 38,848 shares; 2025Q2: 44,845 shares; 2025Q3: 42,875 shares; 2025Q4: 30,692 shares; 2026Q1: 21,915 shares; 2026Q2: 14,408 shares 14,408 $384K 0.04% -7,507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,302 shares; 2026Q2: 4,022 shares 4,022 $384K 0.04% -1,280 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,711 shares; 2024Q4: 45,388 shares; 2025Q1: 49,081 shares; 2025Q2: 54,231 shares; 2025Q3: 64,180 shares; 2025Q4: 46,595 shares; 2026Q1: 34,335 shares; 2026Q2: 28,513 shares 28,513 $384K 0.04% -5,822 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806 shares; 2024Q4: 829 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,092 shares; 2025Q4: 1,230 shares; 2026Q1: 1,244 shares; 2026Q2: 1,296 shares 1,296 $382K 0.04% +52 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,486 shares; 2025Q1: 2,745 shares; 2025Q2: 2,694 shares; 2025Q3: 11,162 shares; 2025Q4: 14,253 shares; 2026Q1: 10,660 shares; 2026Q2: 7,742 shares 7,742 $380K 0.04% -2,918 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: 5,925 shares; 2024Q4: 6,081 shares; 2025Q1: 5,535 shares; 2025Q2: 6,306 shares; 2025Q3: 5,244 shares; 2025Q4: 4,782 shares; 2026Q1: 5,482 shares; 2026Q2: 4,351 shares 4,351 $378K 0.04% -1,131 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,478 shares; 2024Q4: 5,388 shares; 2025Q1: 5,549 shares; 2025Q2: 5,414 shares; 2025Q3: 5,050 shares; 2025Q4: 3,828 shares; 2026Q1: 5,223 shares; 2026Q2: 5,232 shares 5,232 $376K 0.04% +9 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: not reported; 2024Q4: 10,287 shares; 2025Q1: 11,047 shares; 2025Q2: 10,995 shares; 2025Q3: 12,064 shares; 2025Q4: 8,886 shares; 2026Q1: 7,283 shares; 2026Q2: 4,625 shares 4,625 $372K 0.04% -2,658 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,251 shares; 2024Q4: 10,304 shares; 2025Q1: 12,472 shares; 2025Q2: 13,166 shares; 2025Q3: 12,058 shares; 2025Q4: 8,735 shares; 2026Q1: 6,107 shares; 2026Q2: 4,297 shares 4,297 $370K 0.04% -1,810 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,511 shares; 2026Q2: 2,389 shares 2,389 $370K 0.04% -122 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: 856 shares 856 $369K 0.04% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 1,115 shares; 2025Q1: 1,171 shares; 2025Q2: 1,749 shares; 2025Q3: 1,813 shares; 2025Q4: 2,354 shares; 2026Q1: 3,066 shares; 2026Q2: 1,889 shares 1,889 $367K 0.04% -1,177 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: 1,390 shares; 2025Q2: 1,338 shares; 2025Q3: 1,566 shares; 2025Q4: 1,849 shares; 2026Q1: 1,711 shares; 2026Q2: 1,418 shares 1,418 $361K 0.04% -293 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,424 shares; 2024Q4: 4,525 shares; 2025Q1: 2,934 shares; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,986 shares; 2026Q1: 3,712 shares; 2026Q2: 3,883 shares 3,883 $360K 0.04% +171 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 9,271 shares; 2026Q2: 11,885 shares 11,885 $359K 0.04% +2,614 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: 1,074 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,488 shares; 2026Q2: 1,472 shares 1,472 $350K 0.04% -16 Timeline GMRS GMR SOLUTIONS INC More: the full row for GMR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,500 shares 22,500 $348K 0.04% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488 shares; 2024Q4: 2,869 shares; 2025Q1: 3,266 shares; 2025Q2: 4,147 shares; 2025Q3: 3,756 shares; 2025Q4: 2,358 shares; 2026Q1: 3,236 shares; 2026Q2: 4,581 shares 4,581 $347K 0.04% +1,345 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,784 shares; 2026Q2: 8,169 shares 8,169 $346K 0.04% +385 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: 1,410 shares; 2025Q1: 1,487 shares; 2025Q2: 1,616 shares; 2025Q3: 1,627 shares; 2025Q4: 1,700 shares; 2026Q1: 1,974 shares; 2026Q2: 1,557 shares 1,557 $344K 0.04% -417 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 911 shares; 2025Q4: 1,183 shares; 2026Q1: 1,467 shares; 2026Q2: 1,445 shares 1,445 $343K 0.04% -22 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,274 shares; 2024Q4: 3,807 shares; 2025Q1: 3,815 shares; 2025Q2: 4,210 shares; 2025Q3: 4,194 shares; 2025Q4: 3,718 shares; 2026Q1: 3,880 shares; 2026Q2: 3,784 shares 3,784 $342K 0.04% -96 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: 6,357 shares; 2024Q4: 5,639 shares; 2025Q1: 5,573 shares; 2025Q2: 5,780 shares; 2025Q3: 5,303 shares; 2025Q4: 5,461 shares; 2026Q1: 5,291 shares; 2026Q2: 4,577 shares 4,577 $341K 0.04% -714 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738 shares; 2024Q4: 2,844 shares; 2025Q1: 2,790 shares; 2025Q2: 2,887 shares; 2025Q3: 2,858 shares; 2025Q4: 2,814 shares; 2026Q1: 2,694 shares; 2026Q2: 2,696 shares 2,696 $341K 0.04% +2 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: not reported; 2026Q1: 889 shares; 2026Q2: 1,014 shares 1,014 $340K 0.04% +125 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,474 shares; 2024Q4: 3,425 shares; 2025Q1: 3,477 shares; 2025Q2: 3,475 shares; 2025Q3: 2,943 shares; 2025Q4: 2,431 shares; 2026Q1: 3,126 shares; 2026Q2: 2,888 shares 2,888 $339K 0.04% -238 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: 4,046 shares; 2024Q4: 4,114 shares; 2025Q1: 4,385 shares; 2025Q2: 4,963 shares; 2025Q3: 4,875 shares; 2025Q4: not reported; 2026Q1: 4,453 shares; 2026Q2: 4,575 shares 4,575 $336K 0.04% +122 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,255 shares; 2026Q2: 1,403 shares 1,403 $334K 0.04% +148 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,782 shares; 2026Q1: 3,595 shares; 2026Q2: 3,111 shares 3,111 $333K 0.04% -484 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269 shares; 2024Q4: 239 shares; 2025Q1: 261 shares; 2025Q2: 297 shares; 2025Q3: 316 shares; 2025Q4: 315 shares; 2026Q1: 226 shares; 2026Q2: 195 shares 195 $331K 0.04% -31 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,302 shares; 2024Q4: 28,695 shares; 2025Q1: 28,695 shares; 2025Q2: 27,895 shares; 2025Q3: 20,318 shares; 2025Q4: 19,947 shares; 2026Q1: 15,683 shares; 2026Q2: 8,647 shares 8,647 $330K 0.04% -7,036 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: 2,903 shares; 2024Q4: 2,655 shares; 2025Q1: 2,349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,139 shares; 2026Q1: 3,157 shares; 2026Q2: 3,053 shares 3,053 $328K 0.04% -104 Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,265 shares; 2024Q4: not reported; 2025Q1: 20,265 shares; 2025Q2: 20,265 shares; 2025Q3: 20,265 shares; 2025Q4: 20,265 shares; 2026Q1: 20,265 shares; 2026Q2: 18,265 shares 18,265 $328K 0.04% -2,000 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: 3,950 shares; 2024Q4: 3,993 shares; 2025Q1: 3,930 shares; 2025Q2: 3,944 shares; 2025Q3: 3,960 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $325K 0.04% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,685 shares; 2026Q2: 4,781 shares 4,781 $325K 0.04% +96 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: 4,132 shares; 2024Q4: 4,522 shares; 2025Q1: 4,698 shares; 2025Q2: 4,807 shares; 2025Q3: 5,674 shares; 2025Q4: 4,578 shares; 2026Q1: 4,218 shares; 2026Q2: 3,877 shares 3,877 $324K 0.04% -341 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 4,107 shares; 2025Q1: 4,036 shares; 2025Q2: 4,093 shares; 2025Q3: 4,120 shares; 2025Q4: 4,047 shares; 2026Q1: 4,628 shares; 2026Q2: 5,589 shares 5,589 $323K 0.04% +961 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: 2,675 shares; 2025Q4: 2,641 shares; 2026Q1: 2,641 shares; 2026Q2: 2,641 shares 2,641 $321K 0.04% 0 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: 3,008 shares; 2024Q4: 23,554 shares; 2025Q1: 23,915 shares; 2025Q2: 20,870 shares; 2025Q3: 20,388 shares; 2025Q4: 17,795 shares; 2026Q1: 3,572 shares; 2026Q2: 3,514 shares 3,514 $320K 0.04% -58 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: 1,230 shares 1,230 $320K 0.04% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,812 shares; 2025Q3: 3,056 shares; 2025Q4: not reported; 2026Q1: 13,628 shares; 2026Q2: 11,265 shares 11,265 $319K 0.04% -2,363 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: 625 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares; 2026Q1: 667 shares; 2026Q2: 507 shares 507 $316K 0.04% -160 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: 3,428 shares; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 3,545 shares; 2025Q3: 3,154 shares; 2025Q4: 3,421 shares; 2026Q1: 3,508 shares; 2026Q2: 3,550 shares 3,550 $315K 0.04% +42 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: 1,455 shares; 2024Q4: 1,458 shares; 2025Q1: 1,538 shares; 2025Q2: 1,490 shares; 2025Q3: 1,432 shares; 2025Q4: 1,387 shares; 2026Q1: 1,410 shares; 2026Q2: 1,400 shares 1,400 $314K 0.04% -10 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,136 shares; 2025Q1: 1,144 shares; 2025Q2: 1,305 shares; 2025Q3: 1,476 shares; 2025Q4: 1,379 shares; 2026Q1: 1,713 shares; 2026Q2: 1,562 shares 1,562 $304K 0.04% -151 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,268 shares; 2025Q4: 2,446 shares; 2026Q1: 2,642 shares; 2026Q2: 2,532 shares 2,532 $300K 0.03% -110 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,138 shares; 2024Q4: 17,798 shares; 2025Q1: 15,845 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,617 shares 6,617 $298K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 971 shares 971 $294K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,503 shares; 2025Q2: 4,867 shares; 2025Q3: 5,069 shares; 2025Q4: 5,263 shares; 2026Q1: 6,203 shares; 2026Q2: 6,298 shares 6,298 $294K 0.03% +95 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 4,639 shares; 2025Q3: 5,589 shares; 2025Q4: 5,036 shares; 2026Q1: 5,635 shares; 2026Q2: 5,659 shares 5,659 $293K 0.03% +24 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,289 shares; 2026Q2: 2,226 shares 2,226 $289K 0.03% -63 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,575 shares; 2025Q2: 1,750 shares; 2025Q3: 1,704 shares; 2025Q4: 1,716 shares; 2026Q1: 1,703 shares; 2026Q2: 1,657 shares 1,657 $285K 0.03% -46 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,819 shares; 2026Q2: 2,077 shares 2,077 $284K 0.03% -742 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,795 shares; 2025Q1: 3,057 shares; 2025Q2: 3,064 shares; 2025Q3: 3,428 shares; 2025Q4: 3,620 shares; 2026Q1: 3,883 shares; 2026Q2: 3,532 shares 3,532 $284K 0.03% -351 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,851 shares; 2024Q4: 3,237 shares; 2025Q1: 3,335 shares; 2025Q2: 3,469 shares; 2025Q3: 3,493 shares; 2025Q4: 2,678 shares; 2026Q1: 2,581 shares; 2026Q2: 2,416 shares 2,416 $282K 0.03% -165 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: not reported; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,201 shares; 2025Q3: 1,198 shares; 2025Q4: 1,312 shares; 2026Q1: 1,152 shares; 2026Q2: 1,116 shares 1,116 $279K 0.03% -36 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,923 shares; 2024Q4: 2,909 shares; 2025Q1: 2,968 shares; 2025Q2: 2,777 shares; 2025Q3: 2,812 shares; 2025Q4: 2,797 shares; 2026Q1: 2,637 shares; 2026Q2: 2,333 shares 2,333 $276K 0.03% -304 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,420 shares; 2024Q4: 2,517 shares; 2025Q1: 1,790 shares; 2025Q2: 1,792 shares; 2025Q3: 1,796 shares; 2025Q4: 1,769 shares; 2026Q1: 1,756 shares; 2026Q2: 1,773 shares 1,773 $270K 0.03% +17 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,503 shares; 2026Q2: 2,438 shares 2,438 $270K 0.03% -65 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 3,070 shares; 2025Q1: 3,467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,433 shares; 2026Q1: 8,885 shares; 2026Q2: 6,783 shares 6,783 $263K 0.03% -2,102 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,735 shares; 2024Q4: 2,799 shares; 2025Q1: 3,123 shares; 2025Q2: 3,172 shares; 2025Q3: 3,053 shares; 2025Q4: 3,005 shares; 2026Q1: 2,558 shares; 2026Q2: 2,345 shares 2,345 $261K 0.03% -213 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: 2,214 shares; 2024Q4: 2,032 shares; 2025Q1: not reported; 2025Q2: 1,950 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares; 2026Q1: 1,879 shares; 2026Q2: 1,869 shares 1,869 $257K 0.03% -10 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares; 2026Q2: 767 shares 767 $254K 0.03% +22 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: 1,481 shares 1,481 $253K 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 440 shares; 2025Q4: 512 shares; 2026Q1: 554 shares; 2026Q2: 472 shares 472 $248K 0.03% -82 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,900 shares 5,900 $244K 0.03% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,068 shares 8,068 $244K 0.03% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,343 shares 1,343 $237K 0.03% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,666 shares; 2026Q2: 1,656 shares 1,656 $237K 0.03% -10 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: 1,291 shares; 2025Q2: 1,613 shares; 2025Q3: 1,661 shares; 2025Q4: 1,208 shares; 2026Q1: 1,191 shares; 2026Q2: 1,129 shares 1,129 $233K 0.03% -62 Timeline FLJP 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: 7,967 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,919 shares; 2025Q4: 5,905 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800 $231K 0.03% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,231 shares 3,231 $226K 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 456 shares 456 $224K 0.03% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,635 shares 1,635 $222K 0.03% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,397 shares; 2024Q4: 10,981 shares; 2025Q1: 10,838 shares; 2025Q2: 10,379 shares; 2025Q3: 10,412 shares; 2025Q4: 4,351 shares; 2026Q1: 4,087 shares; 2026Q2: 3,712 shares 3,712 $219K 0.03% -375 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: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: not reported; 2025Q2: 2,108 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: not reported; 2026Q2: 1,694 shares 1,694 $217K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,685 shares; 2024Q4: 8,691 shares; 2025Q1: 8,700 shares; 2025Q2: 8,773 shares; 2025Q3: 9,117 shares; 2025Q4: 8,736 shares; 2026Q1: 9,114 shares; 2026Q2: 5,044 shares 5,044 $215K 0.02% -4,070 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $213K 0.02% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,461 shares; 2025Q4: 1,465 shares; 2026Q1: 1,461 shares; 2026Q2: 1,454 shares 1,454 $212K 0.02% -7 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: not reported; 2026Q1: 1,395 shares; 2026Q2: 1,374 shares 1,374 $209K 0.02% -21 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 1,723 shares 1,723 $208K 0.02% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,904 shares; 2024Q4: 3,905 shares; 2025Q1: 6,008 shares; 2025Q2: 6,008 shares; 2025Q3: 6,060 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,360 shares 2,360 $207K 0.02% new 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: 1,982 shares; 2024Q4: 1,972 shares; 2025Q1: not reported; 2025Q2: 1,926 shares; 2025Q3: 1,893 shares; 2025Q4: 1,889 shares; 2026Q1: not reported; 2026Q2: 1,502 shares 1,502 $202K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 11,004 shares; 2026Q1: 10,830 shares; 2026Q2: 10,106 shares 10,106 $201K 0.02% -724 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 23,242 shares; 2025Q4: 23,242 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $152K 0.02% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 30,000 shares 30,000 $144K 0.02% -10,000 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $25.9K <0.01% 0 Timeline