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: 16,702 shares; 2024Q4: 15,863 shares; 2025Q1: 9,257 shares; 2025Q2: 13,039 shares; 2025Q3: 21,653 shares; 2025Q4: 21,845 shares; 2026Q1: 18,624 shares; 2026Q2: 21,983 shares 21,983 $16.4M 5.24% +3,359 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,413 shares; 2024Q4: 387,514 shares; 2025Q1: 397,105 shares; 2025Q2: 453,825 shares; 2025Q3: 347,307 shares; 2025Q4: 443,329 shares; 2026Q1: 519,004 shares; 2026Q2: 490,557 shares 490,557 $12.6M 4.02% -28,447 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: 12,330 shares; 2024Q4: 8,253 shares; 2025Q1: 6,825 shares; 2025Q2: 3,317 shares; 2025Q3: 5,672 shares; 2025Q4: 6,017 shares; 2026Q1: 8,050 shares; 2026Q2: 13,069 shares 13,069 $9.79M 3.12% +5,019 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,456 shares; 2024Q4: 115,584 shares; 2025Q1: 127,350 shares; 2025Q2: 130,338 shares; 2025Q3: 127,532 shares; 2025Q4: 129,883 shares; 2026Q1: 150,213 shares; 2026Q2: 149,438 shares 149,438 $9.69M 3.09% -775 Timeline SPEM 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: 140,349 shares; 2024Q4: 133,119 shares; 2025Q1: 142,400 shares; 2025Q2: 88,340 shares; 2025Q3: 112,484 shares; 2025Q4: 116,714 shares; 2026Q1: 133,385 shares; 2026Q2: 149,653 shares 149,653 $7.75M 2.47% +16,268 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: 32,936 shares; 2024Q4: 36,720 shares; 2025Q1: 28,548 shares; 2025Q2: 31,822 shares; 2025Q3: 33,617 shares; 2025Q4: 35,778 shares; 2026Q1: 38,240 shares; 2026Q2: 38,695 shares 38,695 $7.74M 2.47% +455 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,937 shares; 2024Q4: 30,362 shares; 2025Q1: 15,565 shares; 2025Q2: 18,205 shares; 2025Q3: 18,799 shares; 2025Q4: 19,981 shares; 2026Q1: 22,614 shares; 2026Q2: 26,096 shares 26,096 $7.55M 2.41% +3,482 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: 16,870 shares; 2024Q4: 17,368 shares; 2025Q1: 12,386 shares; 2025Q2: 15,816 shares; 2025Q3: 15,824 shares; 2025Q4: 16,979 shares; 2026Q1: 17,591 shares; 2026Q2: 17,635 shares 17,635 $6.3M 2.01% +44 Timeline JNK 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: 17,701 shares; 2024Q4: 45,032 shares; 2025Q1: 7,979 shares; 2025Q2: 20,569 shares; 2025Q3: 34,183 shares; 2025Q4: 9,276 shares; 2026Q1: 21,320 shares; 2026Q2: 52,261 shares 52,261 $5.04M 1.61% +30,941 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: 12,457 shares; 2024Q4: 13,042 shares; 2025Q1: 9,921 shares; 2025Q2: 10,753 shares; 2025Q3: 11,466 shares; 2025Q4: 12,701 shares; 2026Q1: 12,933 shares; 2026Q2: 12,909 shares 12,909 $4.82M 1.54% -24 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: 12,052 shares; 2024Q4: 14,660 shares; 2025Q1: 15,205 shares; 2025Q2: 16,651 shares; 2025Q3: 16,844 shares; 2025Q4: 15,185 shares; 2026Q1: 15,361 shares; 2026Q2: 18,091 shares 18,091 $4.55M 1.45% +2,730 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: 15,693 shares; 2024Q4: 16,555 shares; 2025Q1: 11,084 shares; 2025Q2: 12,753 shares; 2025Q3: 14,502 shares; 2025Q4: 16,680 shares; 2026Q1: 17,983 shares; 2026Q2: 18,057 shares 18,057 $4.3M 1.37% +74 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,856 shares; 2024Q4: 74,602 shares; 2025Q1: 169,519 shares; 2025Q2: 50,769 shares; 2025Q3: 90,346 shares; 2025Q4: 142,944 shares; 2026Q1: 137,514 shares; 2026Q2: 83,292 shares 83,292 $4.2M 1.34% -54,222 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,164 shares; 2025Q1: 96,165 shares; 2025Q2: 57,944 shares; 2025Q3: 116,345 shares; 2025Q4: 75,060 shares; 2026Q1: 109,527 shares; 2026Q2: 116,452 shares 116,452 $3.89M 1.24% +6,925 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: 14,263 shares; 2024Q4: 10,375 shares; 2025Q1: 7,158 shares; 2025Q2: 7,458 shares; 2025Q3: 7,858 shares; 2025Q4: 8,309 shares; 2026Q1: 8,468 shares; 2026Q2: 9,648 shares 9,648 $3.64M 1.16% +1,180 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: 46,437 shares; 2024Q4: 45,385 shares; 2025Q1: 44,704 shares; 2025Q2: 45,894 shares; 2025Q3: 54,228 shares; 2025Q4: 55,222 shares; 2026Q1: 57,086 shares; 2026Q2: 57,571 shares 57,571 $3.48M 1.11% +485 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: 65,915 shares; 2024Q4: 64,737 shares; 2025Q1: 57,259 shares; 2025Q2: 59,267 shares; 2025Q3: 63,810 shares; 2025Q4: 46,687 shares; 2026Q1: 62,417 shares; 2026Q2: 74,215 shares 74,215 $3.14M 1% +11,798 Timeline SPTL 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: 17,592 shares; 2024Q4: 1,125 shares; 2025Q1: 20,135 shares; 2025Q2: 23,729 shares; 2025Q3: 515 shares; 2025Q4: 120,439 shares; 2026Q1: 57,633 shares; 2026Q2: 117,473 shares 117,473 $3.08M 0.98% +59,840 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,893 shares; 2024Q4: 43,281 shares; 2025Q1: 17,415 shares; 2025Q2: 38,974 shares; 2025Q3: 81,807 shares; 2025Q4: 64,259 shares; 2026Q1: 53,261 shares; 2026Q2: 51,837 shares 51,837 $2.99M 0.95% -1,424 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,142 shares; 2024Q4: 48,468 shares; 2025Q1: 47,466 shares; 2025Q2: 48,176 shares; 2025Q3: 50,008 shares; 2025Q4: 52,727 shares; 2026Q1: 53,462 shares; 2026Q2: 54,988 shares 54,988 $2.98M 0.95% +1,526 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: 23,006 shares; 2024Q4: 20,320 shares; 2025Q1: 19,395 shares; 2025Q2: 12,566 shares; 2025Q3: 12,249 shares; 2025Q4: 16,340 shares; 2026Q1: 16,359 shares; 2026Q2: 15,958 shares 15,958 $2.89M 0.92% -401 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: 11,112 shares; 2024Q4: 9,666 shares; 2025Q1: 9,495 shares; 2025Q2: 12,550 shares; 2025Q3: 13,020 shares; 2025Q4: 13,336 shares; 2026Q1: 13,753 shares; 2026Q2: 11,698 shares 11,698 $2.88M 0.92% -2,055 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,748 shares; 2024Q4: 3,905 shares; 2025Q1: 3,012 shares; 2025Q2: 3,504 shares; 2025Q3: 4,537 shares; 2025Q4: 5,107 shares; 2026Q1: 5,319 shares; 2026Q2: 4,913 shares 4,913 $2.77M 0.88% -406 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: 60,332 shares; 2024Q4: 58,127 shares; 2025Q1: 63,008 shares; 2025Q2: 77,832 shares; 2025Q3: 94,043 shares; 2025Q4: 101,373 shares; 2026Q1: 101,445 shares; 2026Q2: 114,644 shares 114,644 $2.76M 0.88% +13,199 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: 12,996 shares; 2024Q4: 15,116 shares; 2025Q1: 14,985 shares; 2025Q2: 15,233 shares; 2025Q3: 20,193 shares; 2025Q4: 21,256 shares; 2026Q1: 19,651 shares; 2026Q2: 20,235 shares 20,235 $2.74M 0.87% +584 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,841 shares; 2024Q4: 32,435 shares; 2025Q1: 38,299 shares; 2025Q2: 39,380 shares; 2025Q3: 40,915 shares; 2025Q4: 42,558 shares; 2026Q1: 56,770 shares; 2026Q2: 63,394 shares 63,394 $2.7M 0.86% +6,624 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 238 shares; 2025Q1: 14,091 shares; 2025Q2: 30,733 shares; 2025Q3: 36,101 shares; 2025Q4: 38,305 shares; 2026Q1: 51,029 shares; 2026Q2: 56,519 shares 56,519 $2.69M 0.86% +5,490 Timeline EMHC 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: 38,838 shares; 2024Q4: 44,458 shares; 2025Q1: 75,881 shares; 2025Q2: 80,826 shares; 2025Q3: 85,125 shares; 2025Q4: 88,499 shares; 2026Q1: 96,626 shares; 2026Q2: 103,338 shares 103,338 $2.63M 0.84% +6,712 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,654 shares; 2024Q4: 5,599 shares; 2025Q1: 4,296 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 11,410 shares; 2026Q1: 25,835 shares; 2026Q2: 26,718 shares 26,718 $2.63M 0.84% +883 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,731 shares; 2024Q4: 11,235 shares; 2025Q1: 8,197 shares; 2025Q2: 10,337 shares; 2025Q3: 6,282 shares; 2025Q4: 5,409 shares; 2026Q1: 7,743 shares; 2026Q2: 6,875 shares 6,875 $2.53M 0.81% -868 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: 21,285 shares; 2024Q4: 20,492 shares; 2025Q1: 20,104 shares; 2025Q2: 17,715 shares; 2025Q3: 17,440 shares; 2025Q4: 18,138 shares; 2026Q1: 18,958 shares; 2026Q2: 18,333 shares 18,333 $2.52M 0.8% -625 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,591 shares; 2024Q4: 34 shares; 2025Q1: 9 shares; 2025Q2: 33,865 shares; 2025Q3: 39,406 shares; 2025Q4: 41,275 shares; 2026Q1: 45,240 shares; 2026Q2: 40,671 shares 40,671 $2.51M 0.8% -4,569 Timeline TIPX 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: 86,067 shares; 2024Q4: 99,979 shares; 2025Q1: 96,645 shares; 2025Q2: 103,433 shares; 2025Q3: 110,677 shares; 2025Q4: 116,170 shares; 2026Q1: 121,399 shares; 2026Q2: 131,289 shares 131,289 $2.49M 0.79% +9,890 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,628 shares; 2024Q4: 27,151 shares; 2025Q1: 42,327 shares; 2025Q2: 44,951 shares; 2025Q3: 48,903 shares; 2025Q4: 51,808 shares; 2026Q1: 56,489 shares; 2026Q2: 61,072 shares 61,072 $2.46M 0.79% +4,583 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,877 shares; 2026Q1: 41,899 shares; 2026Q2: 31,611 shares 31,611 $2.46M 0.78% -10,288 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,370 shares; 2024Q4: 33,467 shares; 2025Q1: 32,965 shares; 2025Q2: 32,132 shares; 2025Q3: 39,600 shares; 2025Q4: 41,521 shares; 2026Q1: 35,549 shares; 2026Q2: 35,637 shares 35,637 $2.42M 0.77% +88 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: 4,192 shares; 2024Q4: 4,128 shares; 2025Q1: 3,848 shares; 2025Q2: 3,627 shares; 2025Q3: 3,348 shares; 2025Q4: 3,330 shares; 2026Q1: 13,528 shares; 2026Q2: 30,084 shares 30,084 $2.35M 0.75% +16,556 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: 6,387 shares; 2024Q4: 6,647 shares; 2025Q1: 6,715 shares; 2025Q2: 6,799 shares; 2025Q3: 7,083 shares; 2025Q4: 7,391 shares; 2026Q1: 16,245 shares; 2026Q2: 19,733 shares 19,733 $2.3M 0.74% +3,488 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,829 shares; 2025Q2: 95,032 shares; 2025Q3: 931 shares; 2025Q4: 28,999 shares; 2026Q1: 97,476 shares; 2026Q2: 102,169 shares 102,169 $2.29M 0.73% +4,693 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: 244 shares; 2024Q4: 236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,326 shares; 2026Q1: 13,703 shares; 2026Q2: 13,969 shares 13,969 $2.28M 0.73% +266 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,688 shares; 2024Q4: 26,053 shares; 2025Q1: 30,468 shares; 2025Q2: 31,148 shares; 2025Q3: 32,387 shares; 2025Q4: 33,927 shares; 2026Q1: 23,593 shares; 2026Q2: 26,012 shares 26,012 $2.16M 0.69% +2,419 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: 7,335 shares; 2024Q4: 10,466 shares; 2025Q1: 10,078 shares; 2025Q2: 11,891 shares; 2025Q3: 14,814 shares; 2025Q4: 15,414 shares; 2026Q1: 15,555 shares; 2026Q2: 15,830 shares 15,830 $2.14M 0.68% +275 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 50,371 shares; 2026Q2: 48,762 shares 48,762 $2.11M 0.67% -1,609 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,771 shares; 2024Q4: 5,889 shares; 2025Q1: 7,262 shares; 2025Q2: 8,534 shares; 2025Q3: 9,165 shares; 2025Q4: 12,539 shares; 2026Q1: 11,342 shares; 2026Q2: 9,216 shares 9,216 $2.09M 0.67% -2,126 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: 9,900 shares; 2024Q4: 14,177 shares; 2025Q1: 13,020 shares; 2025Q2: 13,452 shares; 2025Q3: 13,858 shares; 2025Q4: 14,565 shares; 2026Q1: 16,576 shares; 2026Q2: 12,553 shares 12,553 $2.08M 0.66% -4,023 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,861 shares; 2024Q4: 31,137 shares; 2025Q1: 26,263 shares; 2025Q2: 27,046 shares; 2025Q3: 28,087 shares; 2025Q4: 29,249 shares; 2026Q1: 30,026 shares; 2026Q2: 30,584 shares 30,584 $2.03M 0.65% +558 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,295 shares; 2025Q1: 1,030 shares; 2025Q2: 1,194 shares; 2025Q3: 1,592 shares; 2025Q4: 1,697 shares; 2026Q1: 1,735 shares; 2026Q2: 1,690 shares 1,690 $2.03M 0.65% -45 Timeline SPMD 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: 22,489 shares; 2024Q4: 22,271 shares; 2025Q1: 25,373 shares; 2025Q2: 26,036 shares; 2025Q3: 26,192 shares; 2025Q4: 27,577 shares; 2026Q1: 29,915 shares; 2026Q2: 29,918 shares 29,918 $2.02M 0.65% +3 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,570 shares; 2024Q4: 6,848 shares; 2025Q1: 11,645 shares; 2025Q2: 22,368 shares; 2025Q3: 28,997 shares; 2025Q4: 36,232 shares; 2026Q1: 32,425 shares; 2026Q2: 24,052 shares 24,052 $1.99M 0.64% -8,373 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: 34 shares; 2024Q4: 33 shares; 2025Q1: 21,237 shares; 2025Q2: 2 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 20,440 shares 20,440 $1.93M 0.62% +20,439 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,471 shares; 2024Q4: 12,914 shares; 2025Q1: 6,300 shares; 2025Q2: 6,135 shares; 2025Q3: 5,401 shares; 2025Q4: 11,466 shares; 2026Q1: 14,878 shares; 2026Q2: 15,000 shares 15,000 $1.93M 0.62% +122 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: 43 shares; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,305 shares; 2026Q1: 8,015 shares; 2026Q2: 8,403 shares 8,403 $1.86M 0.59% +388 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: 901 shares; 2025Q1: 3,139 shares; 2025Q2: 6,111 shares; 2025Q3: 6,016 shares; 2025Q4: 4,566 shares; 2026Q1: 4,165 shares; 2026Q2: 4,090 shares 4,090 $1.77M 0.57% -75 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: 380 shares; 2024Q4: 380 shares; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 4,849 shares; 2025Q4: 5,282 shares; 2026Q1: 5,729 shares; 2026Q2: 9,809 shares 9,809 $1.73M 0.55% +4,080 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: 18,136 shares; 2024Q4: 17,715 shares; 2025Q1: 11,850 shares; 2025Q2: 12,062 shares; 2025Q3: 12,593 shares; 2025Q4: 13,194 shares; 2026Q1: 13,291 shares; 2026Q2: 13,555 shares 13,555 $1.72M 0.55% +264 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: 9,758 shares; 2024Q4: 9,414 shares; 2025Q1: 7,731 shares; 2025Q2: 7,512 shares; 2025Q3: 6,938 shares; 2025Q4: 6,355 shares; 2026Q1: 5,483 shares; 2026Q2: 5,108 shares 5,108 $1.67M 0.53% -375 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: 7,316 shares; 2024Q4: 7,666 shares; 2025Q1: 5,397 shares; 2025Q2: 5,204 shares; 2025Q3: 4,809 shares; 2025Q4: 17,382 shares; 2026Q1: 17,626 shares; 2026Q2: 22,788 shares 22,788 $1.64M 0.52% +5,162 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,396 shares; 2024Q4: 25,477 shares; 2025Q1: 33,320 shares; 2025Q2: 34,079 shares; 2025Q3: 34,737 shares; 2025Q4: 35,855 shares; 2026Q1: 36,045 shares; 2026Q2: 44,717 shares 44,717 $1.63M 0.52% +8,672 Timeline GWX 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: 26,322 shares; 2024Q4: 30,504 shares; 2025Q1: 32,324 shares; 2025Q2: 31,623 shares; 2025Q3: 30,048 shares; 2025Q4: 33,855 shares; 2026Q1: 35,118 shares; 2026Q2: 36,358 shares 36,358 $1.59M 0.51% +1,240 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,418 shares; 2026Q1: 26,199 shares; 2026Q2: 26,169 shares 26,169 $1.57M 0.5% -30 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: 127 shares; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 51,837 shares 51,837 $1.57M 0.5% +51,820 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: 14,604 shares; 2024Q4: 14,630 shares; 2025Q1: 12,259 shares; 2025Q2: 11,633 shares; 2025Q3: 10,672 shares; 2025Q4: 10,743 shares; 2026Q1: 15,728 shares; 2026Q2: 13,057 shares 13,057 $1.53M 0.49% -2,671 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: 1,054 shares; 2024Q4: 1,077 shares; 2025Q1: 889 shares; 2025Q2: 840 shares; 2025Q3: 776 shares; 2025Q4: 800 shares; 2026Q1: 816 shares; 2026Q2: 6,713 shares 6,713 $1.5M 0.48% +5,897 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: 3,561 shares; 2024Q4: 5,035 shares; 2025Q1: 2,563 shares; 2025Q2: 3,117 shares; 2025Q3: 3,206 shares; 2025Q4: 3,289 shares; 2026Q1: 3,447 shares; 2026Q2: 3,539 shares 3,539 $1.49M 0.48% +92 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,539 shares; 2026Q2: 58,358 shares 58,358 $1.48M 0.47% +819 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: 3,702 shares; 2024Q4: 4,779 shares; 2025Q1: 5,601 shares; 2025Q2: 6,484 shares; 2025Q3: 6,847 shares; 2025Q4: 6,327 shares; 2026Q1: 4,011 shares; 2026Q2: 4,020 shares 4,020 $1.46M 0.46% +9 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: 2,302 shares; 2024Q4: 2,185 shares; 2025Q1: 1,804 shares; 2025Q2: 1,712 shares; 2025Q3: 1,503 shares; 2025Q4: 1,485 shares; 2026Q1: 1,463 shares; 2026Q2: 1,446 shares 1,446 $1.41M 0.45% -17 Timeline EBND 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: 69,400 shares; 2024Q4: 82,457 shares; 2025Q1: 46,513 shares; 2025Q2: 48,111 shares; 2025Q3: 51,441 shares; 2025Q4: 54,811 shares; 2026Q1: 60,239 shares; 2026Q2: 64,356 shares 64,356 $1.35M 0.43% +4,117 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,085 shares; 2024Q4: 15,142 shares; 2025Q1: 7,542 shares; 2025Q2: 7,299 shares; 2025Q3: 1,866 shares; 2025Q4: 596 shares; 2026Q1: 9,921 shares; 2026Q2: 10,379 shares 10,379 $1.29M 0.41% +458 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: 2,523 shares; 2024Q4: 2,506 shares; 2025Q1: 2,253 shares; 2025Q2: 2,692 shares; 2025Q3: 3,266 shares; 2025Q4: 3,991 shares; 2026Q1: 3,726 shares; 2026Q2: 3,754 shares 3,754 $1.29M 0.41% +28 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 16,815 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 4,646 shares; 2026Q2: 12,418 shares 12,418 $1.25M 0.4% +7,772 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,101 shares; 2024Q4: 2,532 shares; 2025Q1: 2,388 shares; 2025Q2: 8,421 shares; 2025Q3: 12,468 shares; 2025Q4: 12,979 shares; 2026Q1: 11,211 shares; 2026Q2: 11,234 shares 11,234 $1.23M 0.39% +23 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,178 shares; 2025Q3: 27,254 shares; 2025Q4: 29,990 shares; 2026Q1: 30,566 shares; 2026Q2: 23,341 shares 23,341 $1.23M 0.39% -7,225 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: 7,282 shares; 2024Q4: 6,504 shares; 2025Q1: 3,911 shares; 2025Q2: 57 shares; 2025Q3: 935 shares; 2025Q4: 977 shares; 2026Q1: 1,044 shares; 2026Q2: 2,722 shares 2,722 $1.17M 0.37% +1,678 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: 130 shares; 2024Q4: 152 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,803 shares; 2026Q2: 10,833 shares 10,833 $1.17M 0.37% +3,030 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: 4,530 shares; 2024Q4: 4,125 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 19,800 shares; 2026Q2: 20,034 shares 20,034 $1.16M 0.37% +234 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: 23,275 shares; 2024Q4: 22,873 shares; 2025Q1: 17,575 shares; 2025Q2: 14,452 shares; 2025Q3: 11,351 shares; 2025Q4: 11,570 shares; 2026Q1: 11,736 shares; 2026Q2: 11,786 shares 11,786 $1.13M 0.36% +50 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,968 shares; 2024Q4: 19,383 shares; 2025Q1: 18,846 shares; 2025Q2: 18,189 shares; 2025Q3: 14,543 shares; 2025Q4: 14,196 shares; 2026Q1: 15,309 shares; 2026Q2: 23,779 shares 23,779 $1.1M 0.35% +8,470 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: 13,114 shares; 2024Q4: 13,855 shares; 2025Q1: 9,160 shares; 2025Q2: 8,390 shares; 2025Q3: 7,647 shares; 2025Q4: 9,299 shares; 2026Q1: 9,580 shares; 2026Q2: 9,588 shares 9,588 $1.09M 0.35% +8 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: 14,348 shares; 2024Q4: 11,886 shares; 2025Q1: 11,305 shares; 2025Q2: 10,083 shares; 2025Q3: 9,360 shares; 2025Q4: 9,297 shares; 2026Q1: 7,927 shares; 2026Q2: 7,287 shares 7,287 $1.05M 0.34% -640 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: 3,490 shares; 2024Q4: 3,191 shares; 2025Q1: 1,922 shares; 2025Q2: 1,837 shares; 2025Q3: 1,692 shares; 2025Q4: 1,645 shares; 2026Q1: 1,603 shares; 2026Q2: 979 shares 979 $1.04M 0.33% -624 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: 36,005 shares; 2024Q4: 35,062 shares; 2025Q1: 34,116 shares; 2025Q2: 35,430 shares; 2025Q3: 44,965 shares; 2025Q4: 45,312 shares; 2026Q1: 46,232 shares; 2026Q2: 20,782 shares 20,782 $1.04M 0.33% -25,450 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: 9,227 shares; 2024Q4: 9,414 shares; 2025Q1: 6,456 shares; 2025Q2: 5,754 shares; 2025Q3: 5,268 shares; 2025Q4: 5,259 shares; 2026Q1: 7,040 shares; 2026Q2: 6,997 shares 6,997 $1.03M 0.33% -43 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 2,421 shares; 2025Q1: 2,427 shares; 2025Q2: 2,307 shares; 2025Q3: 2,386 shares; 2025Q4: 3,870 shares; 2026Q1: 3,867 shares; 2026Q2: 2,969 shares 2,969 $1.02M 0.32% -898 Timeline SPAB 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: 164,165 shares; 2024Q4: 90,140 shares; 2025Q1: 105,919 shares; 2025Q2: 258,307 shares; 2025Q3: 28,987 shares; 2025Q4: 69,923 shares; 2026Q1: 135,214 shares; 2026Q2: 39,810 shares 39,810 $1.02M 0.32% -95,404 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: 10,535 shares; 2024Q4: 16,269 shares; 2025Q1: 14,950 shares; 2025Q2: 14,817 shares; 2025Q3: 13,492 shares; 2025Q4: 12,885 shares; 2026Q1: 12,713 shares; 2026Q2: 12,182 shares 12,182 $1.01M 0.32% -531 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,024 shares; 2026Q2: 26,079 shares 26,079 $954K 0.3% +24,055 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: 9,963 shares; 2024Q4: 14,773 shares; 2025Q1: 13,772 shares; 2025Q2: 14,777 shares; 2025Q3: 15,965 shares; 2025Q4: 11,668 shares; 2026Q1: 3,756 shares; 2026Q2: 3,730 shares 3,730 $947K 0.3% -26 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,226 shares; 2026Q2: 18,727 shares 18,727 $943K 0.3% +1,501 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: 662 shares; 2024Q4: 690 shares; 2025Q1: 355 shares; 2025Q2: 415 shares; 2025Q3: 664 shares; 2025Q4: 6,329 shares; 2026Q1: 9,362 shares; 2026Q2: 9,476 shares 9,476 $941K 0.3% +114 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,178 shares; 2026Q2: 37,549 shares 37,549 $939K 0.3% +4,371 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: 8 shares; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 1,877 shares; 2025Q4: 2,428 shares; 2026Q1: 3,568 shares; 2026Q2: 3,657 shares 3,657 $931K 0.3% +89 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: 25,110 shares; 2024Q4: 24,965 shares; 2025Q1: 25,096 shares; 2025Q2: 25,975 shares; 2025Q3: 27,059 shares; 2025Q4: 25,274 shares; 2026Q1: 17,564 shares; 2026Q2: 11,469 shares 11,469 $921K 0.29% -6,095 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: 426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 781 shares; 2026Q1: 2,597 shares; 2026Q2: 3,380 shares 3,380 $880K 0.28% +783 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 275 shares; 2025Q1: 83 shares; 2025Q2: 450 shares; 2025Q3: 7,210 shares; 2025Q4: 7,336 shares; 2026Q1: 7,871 shares; 2026Q2: 8,916 shares 8,916 $861K 0.27% +1,045 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: 3,415 shares; 2024Q4: 3,352 shares; 2025Q1: 2,677 shares; 2025Q2: 2,578 shares; 2025Q3: 2,412 shares; 2025Q4: 2,420 shares; 2026Q1: 2,549 shares; 2026Q2: 2,415 shares 2,415 $852K 0.27% -134 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,614 shares; 2025Q1: 2,243 shares; 2025Q2: 2,169 shares; 2025Q3: 1,946 shares; 2025Q4: 1,825 shares; 2026Q1: 1,705 shares; 2026Q2: 9,666 shares 9,666 $833K 0.27% +7,961 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: 22,955 shares; 2024Q4: 23,032 shares; 2025Q1: 23,437 shares; 2025Q2: 27,053 shares; 2025Q3: 28,087 shares; 2025Q4: 29,238 shares; 2026Q1: 16,320 shares; 2026Q2: 13,259 shares 13,259 $822K 0.26% -3,061 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,830 shares; 2026Q2: 25,693 shares 25,693 $817K 0.26% +3,863 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 379 shares; 2025Q1: 362 shares; 2025Q2: 332 shares; 2025Q3: 311 shares; 2025Q4: 288 shares; 2026Q1: 282 shares; 2026Q2: 4,636 shares 4,636 $813K 0.26% +4,354 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,766 shares; 2024Q4: 17,584 shares; 2025Q1: 18,004 shares; 2025Q2: 17,260 shares; 2025Q3: 15,414 shares; 2025Q4: 13,507 shares; 2026Q1: 11,858 shares; 2026Q2: 11,207 shares 11,207 $798K 0.25% -651 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: 14 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3,798 shares 3,798 $782K 0.25% +3,795 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,719 shares; 2026Q2: 30,581 shares 30,581 $768K 0.25% +6,862 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 483 shares; 2025Q3: 541 shares; 2025Q4: 589 shares; 2026Q1: 715 shares; 2026Q2: 753 shares 753 $761K 0.24% +38 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,436 shares; 2024Q4: 2,323 shares; 2025Q1: 2,168 shares; 2025Q2: 1,990 shares; 2025Q3: 1,905 shares; 2025Q4: 1,864 shares; 2026Q1: 2,358 shares; 2026Q2: 2,250 shares 2,250 $761K 0.24% -108 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: 176 shares; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 1,868 shares; 2025Q4: 1,950 shares; 2026Q1: 1,813 shares; 2026Q2: 1,914 shares 1,914 $760K 0.24% +101 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: 969 shares; 2024Q4: 903 shares; 2025Q1: 311 shares; 2025Q2: 272 shares; 2025Q3: 326 shares; 2025Q4: 346 shares; 2026Q1: 349 shares; 2026Q2: 1,305 shares 1,305 $758K 0.24% +956 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,420 shares 27,420 $752K 0.24% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,997 shares; 2024Q4: 28,265 shares; 2025Q1: 20,766 shares; 2025Q2: 32,749 shares; 2025Q3: 25,394 shares; 2025Q4: 23,851 shares; 2026Q1: 22,409 shares; 2026Q2: 9,718 shares 9,718 $744K 0.24% -12,691 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 211 shares; 2025Q2: 23,827 shares; 2025Q3: 24,611 shares; 2025Q4: 25,796 shares; 2026Q1: 26,833 shares; 2026Q2: 16,782 shares 16,782 $723K 0.23% -10,051 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: 6,674 shares; 2024Q4: 6,643 shares; 2025Q1: 3,710 shares; 2025Q2: 1,154 shares; 2025Q3: 1,097 shares; 2025Q4: 944 shares; 2026Q1: 3,748 shares; 2026Q2: 4,823 shares 4,823 $707K 0.23% +1,075 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: 563 shares; 2024Q4: 614 shares; 2025Q1: 456 shares; 2025Q2: 533 shares; 2025Q3: 627 shares; 2025Q4: 881 shares; 2026Q1: 1,296 shares; 2026Q2: 1,338 shares 1,338 $687K 0.22% +42 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: 403 shares; 2024Q4: 375 shares; 2025Q1: 789 shares; 2025Q2: 1,473 shares; 2025Q3: 1,952 shares; 2025Q4: 2,340 shares; 2026Q1: 1,740 shares; 2026Q2: 1,822 shares 1,822 $681K 0.22% +82 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: 2,463 shares; 2024Q4: 2,255 shares; 2025Q1: 468 shares; 2025Q2: 419 shares; 2025Q3: 401 shares; 2025Q4: 232 shares; 2026Q1: 984 shares; 2026Q2: 941 shares 941 $681K 0.22% -43 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,128 shares; 2024Q4: 7,906 shares; 2025Q1: 7,616 shares; 2025Q2: 7,822 shares; 2025Q3: 7,401 shares; 2025Q4: 7,689 shares; 2026Q1: 8,418 shares; 2026Q2: 7,531 shares 7,531 $662K 0.21% -887 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: 28,538 shares; 2024Q4: 31,855 shares; 2025Q1: 23,337 shares; 2025Q2: 18,766 shares; 2025Q3: 17,340 shares; 2025Q4: 18,122 shares; 2026Q1: 18,240 shares; 2026Q2: 8,038 shares 8,038 $653K 0.21% -10,202 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: 671 shares; 2024Q4: 660 shares; 2025Q1: 4,425 shares; 2025Q2: 4,250 shares; 2025Q3: 3,730 shares; 2025Q4: 2,440 shares; 2026Q1: 1,971 shares; 2026Q2: 1,896 shares 1,896 $635K 0.2% -75 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: 1,168 shares; 2024Q4: 447 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 10 shares; 2026Q2: 540 shares 540 $623K 0.2% +530 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,948 shares; 2024Q4: 4,922 shares; 2025Q1: 4,030 shares; 2025Q2: 3,998 shares; 2025Q3: 3,632 shares; 2025Q4: 3,070 shares; 2026Q1: 2,946 shares; 2026Q2: 2,797 shares 2,797 $610K 0.19% -149 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: 869 shares; 2025Q1: 756 shares; 2025Q2: 708 shares; 2025Q3: 634 shares; 2025Q4: 632 shares; 2026Q1: 630 shares; 2026Q2: 625 shares 625 $601K 0.19% -5 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: 10,205 shares; 2024Q4: 9,797 shares; 2025Q1: 8,050 shares; 2025Q2: 7,593 shares; 2025Q3: 6,953 shares; 2025Q4: 6,963 shares; 2026Q1: 7,055 shares; 2026Q2: 6,950 shares 6,950 $588K 0.19% -105 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,424 shares; 2024Q4: 7,662 shares; 2025Q1: 6,540 shares; 2025Q2: 6,264 shares; 2025Q3: 5,790 shares; 2025Q4: 5,733 shares; 2026Q1: 5,671 shares; 2026Q2: 5,594 shares 5,594 $582K 0.19% -77 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: 1,190 shares; 2024Q4: 1,594 shares; 2025Q1: 2,543 shares; 2025Q2: 2,452 shares; 2025Q3: 2,312 shares; 2025Q4: 2,236 shares; 2026Q1: 2,209 shares; 2026Q2: 1,999 shares 1,999 $581K 0.19% -210 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: 3,133 shares; 2024Q4: 6,791 shares; 2025Q1: 6,616 shares; 2025Q2: 7,629 shares; 2025Q3: 8,965 shares; 2025Q4: 8,174 shares; 2026Q1: 7,796 shares; 2026Q2: 7,859 shares 7,859 $567K 0.18% +63 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: 406 shares; 2024Q4: 453 shares; 2025Q1: 338 shares; 2025Q2: 441 shares; 2025Q3: 480 shares; 2025Q4: 524 shares; 2026Q1: 572 shares; 2026Q2: 596 shares 596 $558K 0.18% +24 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: 1,967 shares; 2024Q4: 3,712 shares; 2025Q1: 3,662 shares; 2025Q2: 3,652 shares; 2025Q3: 3,909 shares; 2025Q4: 3,924 shares; 2026Q1: 3,960 shares; 2026Q2: 3,631 shares 3,631 $550K 0.18% -329 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: 553 shares; 2024Q4: 494 shares; 2025Q1: 273 shares; 2025Q2: 240 shares; 2025Q3: 230 shares; 2025Q4: 3,932 shares; 2026Q1: 74 shares; 2026Q2: 1,844 shares 1,844 $550K 0.18% +1,770 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 456 shares; 2025Q1: 498 shares; 2025Q2: 571 shares; 2025Q3: 586 shares; 2025Q4: 603 shares; 2026Q1: 628 shares; 2026Q2: 644 shares 644 $534K 0.17% +16 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: 374 shares; 2025Q1: 1,806 shares; 2025Q2: 3,350 shares; 2025Q3: 3,201 shares; 2025Q4: 2,922 shares; 2026Q1: 2,821 shares; 2026Q2: 2,758 shares 2,758 $533K 0.17% -63 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: 2,288 shares; 2024Q4: 7,006 shares; 2025Q1: 6,766 shares; 2025Q2: 6,553 shares; 2025Q3: 6,290 shares; 2025Q4: 6,227 shares; 2026Q1: 11,830 shares; 2026Q2: 5,600 shares 5,600 $525K 0.17% -6,230 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 376 shares; 2025Q2: 171 shares; 2025Q3: 515 shares; 2025Q4: 2,299 shares; 2026Q1: 2,764 shares; 2026Q2: 2,784 shares 2,784 $514K 0.16% +20 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: 17 shares; 2024Q4: 18 shares; 2025Q1: 834 shares; 2025Q2: 793 shares; 2025Q3: 771 shares; 2025Q4: 732 shares; 2026Q1: 730 shares; 2026Q2: 716 shares 716 $511K 0.16% -14 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 584 shares; 2026Q1: 1,743 shares; 2026Q2: 5,270 shares 5,270 $503K 0.16% +3,527 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: 5,020 shares; 2024Q4: 5,042 shares; 2025Q1: 4,540 shares; 2025Q2: 5,001 shares; 2025Q3: 3,116 shares; 2025Q4: 2,955 shares; 2026Q1: 2,882 shares; 2026Q2: 2,715 shares 2,715 $502K 0.16% -167 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: 19,939 shares; 2024Q4: 19,306 shares; 2025Q1: 17,739 shares; 2025Q2: 18,376 shares; 2025Q3: 15,499 shares; 2025Q4: 15,529 shares; 2026Q1: 15,610 shares; 2026Q2: 15,423 shares 15,423 $493K 0.16% -187 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: 11,940 shares; 2024Q4: 11,315 shares; 2025Q1: 10,375 shares; 2025Q2: 10,198 shares; 2025Q3: 9,318 shares; 2025Q4: 10,369 shares; 2026Q1: 10,373 shares; 2026Q2: 10,281 shares 10,281 $489K 0.16% -92 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: 13,422 shares; 2024Q4: 13,097 shares; 2025Q1: 9,953 shares; 2025Q2: 9,286 shares; 2025Q3: 8,538 shares; 2025Q4: 8,414 shares; 2026Q1: 8,586 shares; 2026Q2: 8,425 shares 8,425 $480K 0.15% -161 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,671 shares; 2025Q2: 1,584 shares; 2025Q3: 1,460 shares; 2025Q4: 1,406 shares; 2026Q1: 1,391 shares; 2026Q2: 1,348 shares 1,348 $477K 0.15% -43 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: 4,411 shares; 2024Q4: 4,167 shares; 2025Q1: 4,015 shares; 2025Q2: 3,858 shares; 2025Q3: 3,707 shares; 2025Q4: 3,626 shares; 2026Q1: 3,533 shares; 2026Q2: 3,454 shares 3,454 $474K 0.15% -79 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: 5,559 shares; 2024Q4: 5,322 shares; 2025Q1: 4,842 shares; 2025Q2: 4,602 shares; 2025Q3: 4,219 shares; 2025Q4: 4,243 shares; 2026Q1: 4,307 shares; 2026Q2: 4,301 shares 4,301 $464K 0.15% -6 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,462 shares; 2024Q4: 3,643 shares; 2025Q1: 1,785 shares; 2025Q2: 1,684 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 1,731 shares; 2026Q2: 1,692 shares 1,692 $457K 0.15% -39 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: 4,885 shares; 2024Q4: 4,520 shares; 2025Q1: 3,048 shares; 2025Q2: 12,198 shares; 2025Q3: 9,925 shares; 2025Q4: 8,696 shares; 2026Q1: 7,784 shares; 2026Q2: 5,241 shares 5,241 $456K 0.15% -2,543 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: 1,888 shares; 2024Q4: 3,265 shares; 2025Q1: 2,211 shares; 2025Q2: 2,400 shares; 2025Q3: 3,530 shares; 2025Q4: 2,428 shares; 2026Q1: 2,423 shares; 2026Q2: 4,738 shares 4,738 $456K 0.15% +2,315 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 668 shares; 2026Q2: 705 shares 705 $454K 0.14% +37 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: 9,670 shares; 2024Q4: 9,296 shares; 2025Q1: 2,199 shares; 2025Q2: 1,768 shares; 2025Q3: 1,630 shares; 2025Q4: 1,615 shares; 2026Q1: 1,622 shares; 2026Q2: 1,606 shares 1,606 $452K 0.14% -16 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: 9,942 shares; 2024Q4: 9,608 shares; 2025Q1: 8,863 shares; 2025Q2: 8,446 shares; 2025Q3: 7,756 shares; 2025Q4: 7,832 shares; 2026Q1: 7,927 shares; 2026Q2: 7,970 shares 7,970 $449K 0.14% +43 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: 737 shares; 2024Q4: 676 shares; 2025Q1: 506 shares; 2025Q2: 491 shares; 2025Q3: 2 shares; 2025Q4: 879 shares; 2026Q1: 867 shares; 2026Q2: 865 shares 865 $449K 0.14% -2 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,631 shares; 2025Q1: 2,485 shares; 2025Q2: 2,966 shares; 2025Q3: 2,849 shares; 2025Q4: 2,714 shares; 2026Q1: 2,622 shares; 2026Q2: 2,519 shares 2,519 $443K 0.14% -103 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,390 shares; 2024Q4: 5,218 shares; 2025Q1: 6,786 shares; 2025Q2: 6,937 shares; 2025Q3: 6,825 shares; 2025Q4: 6,418 shares; 2026Q1: 6,291 shares; 2026Q2: 6,089 shares 6,089 $442K 0.14% -202 Timeline SPTM 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: 5,052 shares; 2024Q4: 6,724 shares; 2025Q1: 6,656 shares; 2025Q2: 5,817 shares; 2025Q3: 5,400 shares; 2025Q4: 5,459 shares; 2026Q1: 5,361 shares; 2026Q2: 4,670 shares 4,670 $424K 0.14% -691 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: 2,578 shares; 2024Q4: 2,334 shares; 2025Q1: 4,464 shares; 2025Q2: 11,436 shares; 2025Q3: 11,267 shares; 2025Q4: 10,695 shares; 2026Q1: 10,413 shares; 2026Q2: 9,084 shares 9,084 $422K 0.13% -1,329 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: 1,207 shares; 2025Q3: 2,848 shares; 2025Q4: 1,722 shares; 2026Q1: 1,817 shares; 2026Q2: 1,763 shares 1,763 $418K 0.13% -54 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: 4,830 shares; 2024Q4: 4,604 shares; 2025Q1: 4,050 shares; 2025Q2: 3,829 shares; 2025Q3: 102 shares; 2025Q4: 91 shares; 2026Q1: 89 shares; 2026Q2: 2,781 shares 2,781 $406K 0.13% +2,692 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797 shares; 2024Q4: 1,777 shares; 2025Q1: 36 shares; 2025Q2: 38 shares; 2025Q3: 86 shares; 2025Q4: 1,456 shares; 2026Q1: 11,993 shares; 2026Q2: 17,723 shares 17,723 $404K 0.13% +5,730 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,618 shares; 2024Q4: 8,889 shares; 2025Q1: 8,964 shares; 2025Q2: 9,057 shares; 2025Q3: 9,122 shares; 2025Q4: 9,209 shares; 2026Q1: 9,290 shares; 2026Q2: 9,368 shares 9,368 $390K 0.12% +78 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,254 shares; 2024Q4: 8,032 shares; 2025Q1: 9,785 shares; 2025Q2: 8,900 shares; 2025Q3: 8,344 shares; 2025Q4: 8,497 shares; 2026Q1: 9,770 shares; 2026Q2: 8,311 shares 8,311 $380K 0.12% -1,459 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: 893 shares; 2024Q4: 845 shares; 2025Q1: 757 shares; 2025Q2: 546 shares; 2025Q3: 531 shares; 2025Q4: 526 shares; 2026Q1: 507 shares; 2026Q2: 498 shares 498 $377K 0.12% -9 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,334 shares; 2024Q4: 7,349 shares; 2025Q1: 7,682 shares; 2025Q2: 7,425 shares; 2025Q3: 7,294 shares; 2025Q4: 7,362 shares; 2026Q1: 8,102 shares; 2026Q2: 7,677 shares 7,677 $372K 0.12% -425 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 136 shares; 2025Q4: 1,991 shares; 2026Q1: 7,775 shares; 2026Q2: 3,433 shares 3,433 $369K 0.12% -4,342 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: 4,265 shares; 2024Q4: 4,214 shares; 2025Q1: 4,136 shares; 2025Q2: 3,964 shares; 2025Q3: 3,801 shares; 2025Q4: 3,758 shares; 2026Q1: 4,283 shares; 2026Q2: 4,417 shares 4,417 $369K 0.12% +134 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: 3,765 shares; 2024Q4: 3,679 shares; 2025Q1: 3,071 shares; 2025Q2: 2,917 shares; 2025Q3: 2,723 shares; 2025Q4: 2,729 shares; 2026Q1: 2,758 shares; 2026Q2: 2,627 shares 2,627 $368K 0.12% -131 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: 15,489 shares; 2024Q4: 14,983 shares; 2025Q1: 14,909 shares; 2025Q2: 15,003 shares; 2025Q3: 15,167 shares; 2025Q4: 11,753 shares; 2026Q1: 2,686 shares; 2026Q2: 2,603 shares 2,603 $356K 0.11% -83 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: 358 shares; 2024Q4: 464 shares; 2025Q1: 1,029 shares; 2025Q2: 1,118 shares; 2025Q3: 1,230 shares; 2025Q4: 1,405 shares; 2026Q1: 1,430 shares; 2026Q2: 1,498 shares 1,498 $356K 0.11% +68 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,360 shares; 2024Q4: 3,217 shares; 2025Q1: 1,833 shares; 2025Q2: 1,724 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,562 shares; 2026Q2: 1,538 shares 1,538 $353K 0.11% -24 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,905 shares; 2024Q4: 2,821 shares; 2025Q1: 2,701 shares; 2025Q2: 2,557 shares; 2025Q3: 2,326 shares; 2025Q4: 2,314 shares; 2026Q1: 2,311 shares; 2026Q2: 2,238 shares 2,238 $349K 0.11% -73 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,439 shares; 2025Q1: 4,601 shares; 2025Q2: 4,467 shares; 2025Q3: 4,375 shares; 2025Q4: 4,366 shares; 2026Q1: 4,705 shares; 2026Q2: 4,467 shares 4,467 $348K 0.11% -238 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: 2,442 shares; 2025Q1: 1,541 shares; 2025Q2: 1,498 shares; 2025Q3: 1,547 shares; 2025Q4: 1,849 shares; 2026Q1: 2,494 shares; 2026Q2: 3,619 shares 3,619 $342K 0.11% +1,125 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 1,893 shares; 2026Q2: 2,963 shares 2,963 $338K 0.11% +1,070 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,743 shares 11,743 $336K 0.11% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 1,912 shares; 2025Q1: 1,620 shares; 2025Q2: 1,241 shares; 2025Q3: 804 shares; 2025Q4: 762 shares; 2026Q1: 806 shares; 2026Q2: 798 shares 798 $332K 0.11% -8 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: 1,971 shares; 2024Q4: 4,404 shares; 2025Q1: 2,385 shares; 2025Q2: 2,852 shares; 2025Q3: 2,959 shares; 2025Q4: 2,490 shares; 2026Q1: 2,464 shares; 2026Q2: 2,737 shares 2,737 $319K 0.1% +273 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,117 shares; 2025Q1: 3,081 shares; 2025Q2: 2,818 shares; 2025Q3: 2,630 shares; 2025Q4: 2,709 shares; 2026Q1: 8,348 shares; 2026Q2: 7,271 shares 7,271 $319K 0.1% -1,077 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: 80,958 shares; 2024Q4: 68,904 shares; 2025Q1: 49,372 shares; 2025Q2: 39,898 shares; 2025Q3: 13,440 shares; 2025Q4: 13,665 shares; 2026Q1: 15,127 shares; 2026Q2: 15,286 shares 15,286 $316K 0.1% +159 Timeline LDUR 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: not reported; 2024Q4: not reported; 2025Q1: 1,574 shares; 2025Q2: 3,774 shares; 2025Q3: 3,556 shares; 2025Q4: 3,707 shares; 2026Q1: 3,757 shares; 2026Q2: 3,309 shares 3,309 $316K 0.1% -448 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: 66 shares; 2024Q4: 36 shares; 2025Q1: 1,565 shares; 2025Q2: 2,009 shares; 2025Q3: 2,715 shares; 2025Q4: 3,437 shares; 2026Q1: 3,358 shares; 2026Q2: 3,134 shares 3,134 $314K 0.1% -224 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 1,086 shares; 2025Q1: 684 shares; 2025Q2: 664 shares; 2025Q3: 614 shares; 2025Q4: 612 shares; 2026Q1: 605 shares; 2026Q2: 604 shares 604 $308K 0.1% -1 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,648 shares; 2026Q2: 2,667 shares 2,667 $300K 0.1% +19 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: 1,198 shares; 2024Q4: 1,396 shares; 2025Q1: 1,243 shares; 2025Q2: 1,093 shares; 2025Q3: 920 shares; 2025Q4: 982 shares; 2026Q1: 1,049 shares; 2026Q2: 1,094 shares 1,094 $294K 0.09% +45 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,463 shares; 2024Q4: 7,454 shares; 2025Q1: 7,626 shares; 2025Q2: 7,367 shares; 2025Q3: 6,664 shares; 2025Q4: 5,775 shares; 2026Q1: 5,122 shares; 2026Q2: 4,845 shares 4,845 $289K 0.09% -277 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: 135 shares; 2024Q4: 126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 1,058 shares; 2026Q1: 1,142 shares; 2026Q2: 1,195 shares 1,195 $284K 0.09% +53 Timeline PYLD 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: 9,246 shares; 2024Q4: 9,308 shares; 2025Q1: 13,350 shares; 2025Q2: 12,192 shares; 2025Q3: 11,533 shares; 2025Q4: 11,975 shares; 2026Q1: 12,133 shares; 2026Q2: 10,717 shares 10,717 $284K 0.09% -1,416 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,876 shares; 2024Q4: 4,724 shares; 2025Q1: 3,913 shares; 2025Q2: 3,691 shares; 2025Q3: 3,380 shares; 2025Q4: 3,391 shares; 2026Q1: 3,429 shares; 2026Q2: 3,433 shares 3,433 $279K 0.09% +4 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,598 shares; 2024Q4: 6,981 shares; 2025Q1: 6,917 shares; 2025Q2: 6,695 shares; 2025Q3: 6,407 shares; 2025Q4: 6,323 shares; 2026Q1: 6,167 shares; 2026Q2: 6,163 shares 6,163 $271K 0.09% -4 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: 8,062 shares; 2024Q4: 6,646 shares; 2025Q1: 5,395 shares; 2025Q2: 5,583 shares; 2025Q3: 773 shares; 2025Q4: 799 shares; 2026Q1: 1,296 shares; 2026Q2: 1,291 shares 1,291 $270K 0.09% -5 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: 33,197 shares; 2024Q4: 30,183 shares; 2025Q1: 19,135 shares; 2025Q2: 12,820 shares; 2025Q3: 10,160 shares; 2025Q4: 8,640 shares; 2026Q1: 2,026 shares; 2026Q2: 2,017 shares 2,017 $255K 0.08% -9 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: 480 shares; 2024Q4: 183 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 133 shares; 2025Q4: 1,019 shares; 2026Q1: 1,154 shares; 2026Q2: 1,193 shares 1,193 $254K 0.08% +39 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,016 shares; 2026Q2: 3,978 shares 3,978 $248K 0.08% -38 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: 2,906 shares; 2025Q1: 2,713 shares; 2025Q2: 2,620 shares; 2025Q3: 2,490 shares; 2025Q4: 2,586 shares; 2026Q1: 1,306 shares; 2026Q2: 1,460 shares 1,460 $248K 0.08% +154 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,782 shares; 2024Q4: 5,732 shares; 2025Q1: 8,073 shares; 2025Q2: 7,311 shares; 2025Q3: 6,832 shares; 2025Q4: 6,767 shares; 2026Q1: 6,687 shares; 2026Q2: 5,636 shares 5,636 $240K 0.08% -1,051 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: 950 shares; 2024Q4: 1,554 shares; 2025Q1: 1,782 shares; 2025Q2: 2,268 shares; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 1,563 shares 1,563 $240K 0.08% +1,550 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: 270 shares; 2024Q4: 320 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,828 shares; 2026Q1: 2,278 shares; 2026Q2: 2,493 shares 2,493 $240K 0.08% +215 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: 5,360 shares; 2024Q4: 5,809 shares; 2025Q1: 4,919 shares; 2025Q2: 4,311 shares; 2025Q3: 2,228 shares; 2025Q4: 4,279 shares; 2026Q1: 5,826 shares; 2026Q2: 5,395 shares 5,395 $230K 0.07% -431 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 416 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,356 shares; 2025Q4: 1,429 shares; 2026Q1: 1,522 shares; 2026Q2: 1,591 shares 1,591 $220K 0.07% +69 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,738 shares 7,738 $217K 0.07% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 156 shares; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 773 shares; 2025Q4: 804 shares; 2026Q1: 851 shares; 2026Q2: 786 shares 786 $217K 0.07% -65 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 881 shares; 2025Q1: 834 shares; 2025Q2: 805 shares; 2025Q3: 733 shares; 2025Q4: 642 shares; 2026Q1: 715 shares; 2026Q2: 684 shares 684 $207K 0.07% -31 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: 3,528 shares; 2025Q1: 3,370 shares; 2025Q2: 3,187 shares; 2025Q3: 2,925 shares; 2025Q4: 2,898 shares; 2026Q1: 2,877 shares; 2026Q2: 2,827 shares 2,827 $202K 0.06% -50 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: 1,792 shares; 2024Q4: 1,737 shares; 2025Q1: 1,617 shares; 2025Q2: 1,541 shares; 2025Q3: 1,418 shares; 2025Q4: 1,489 shares; 2026Q1: 1,410 shares; 2026Q2: 1,330 shares 1,330 $201K 0.06% -80 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: 162 shares; 2024Q4: 523 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,037 shares; 2026Q1: 1,116 shares; 2026Q2: 1,185 shares 1,185 $200K 0.06% +69 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: 2,166 shares; 2024Q4: 1,860 shares; 2025Q1: 1,640 shares; 2025Q2: 1,502 shares; 2025Q3: 1,340 shares; 2025Q4: 2,645 shares; 2026Q1: 2,657 shares; 2026Q2: 2,638 shares 2,638 $200K 0.06% -19 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $198K 0.06% 0 Timeline VLUE 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: 755 shares; 2026Q2: 983 shares 983 $196K 0.06% +228 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: 45 shares; 2024Q4: 57 shares; 2025Q1: 344 shares; 2025Q2: 472 shares; 2025Q3: 522 shares; 2025Q4: 590 shares; 2026Q1: 643 shares; 2026Q2: 694 shares 694 $196K 0.06% +51 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,543 shares; 2024Q4: 3,510 shares; 2025Q1: 3,155 shares; 2025Q2: 2,986 shares; 2025Q3: 2,738 shares; 2025Q4: 2,707 shares; 2026Q1: 2,762 shares; 2026Q2: 2,762 shares 2,762 $194K 0.06% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,536 shares; 2024Q4: 33,581 shares; 2025Q1: 32,679 shares; 2025Q2: 32,785 shares; 2025Q3: 32,891 shares; 2025Q4: 22,448 shares; 2026Q1: 22,556 shares; 2026Q2: 22,665 shares 22,665 $193K 0.06% +109 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,872 shares; 2026Q2: 3,252 shares 3,252 $192K 0.06% +380 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: 1,046 shares; 2024Q4: 1,044 shares; 2025Q1: 297 shares; 2025Q2: 270 shares; 2025Q3: 527 shares; 2025Q4: 517 shares; 2026Q1: 622 shares; 2026Q2: 519 shares 519 $183K 0.06% -103 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,293 shares 2,293 $178K 0.06% new 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: 3,260 shares; 2024Q4: 3,274 shares; 2025Q1: 2,648 shares; 2025Q2: 2,386 shares; 2025Q3: 2,202 shares; 2025Q4: 2,287 shares; 2026Q1: 1,989 shares; 2026Q2: 1,942 shares 1,942 $176K 0.06% -47 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: 294 shares; 2024Q4: 318 shares; 2025Q1: 248 shares; 2025Q2: 307 shares; 2025Q3: 342 shares; 2025Q4: 370 shares; 2026Q1: 440 shares; 2026Q2: 442 shares 442 $176K 0.06% +2 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: 3,843 shares; 2024Q4: 3,783 shares; 2025Q1: 3,964 shares; 2025Q2: 3,823 shares; 2025Q3: 3,710 shares; 2025Q4: 3,682 shares; 2026Q1: 3,847 shares; 2026Q2: 3,628 shares 3,628 $170K 0.05% -219 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 2,261 shares; 2025Q1: 2,468 shares; 2025Q2: 2,398 shares; 2025Q3: 2,325 shares; 2025Q4: 2,314 shares; 2026Q1: 2,570 shares; 2026Q2: 2,427 shares 2,427 $167K 0.05% -143 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,122 shares; 2024Q4: 2,116 shares; 2025Q1: 2,304 shares; 2025Q2: 2,232 shares; 2025Q3: 2,177 shares; 2025Q4: 2,162 shares; 2026Q1: 2,294 shares; 2026Q2: 2,164 shares 2,164 $166K 0.05% -130 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,517 shares; 2025Q1: 5,894 shares; 2025Q2: 5,864 shares; 2025Q3: 5,929 shares; 2025Q4: 6,841 shares; 2026Q1: 7,813 shares; 2026Q2: 7,882 shares 7,882 $164K 0.05% +69 Timeline LMUB 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: 4,097 shares; 2026Q2: 3,178 shares 3,178 $163K 0.05% -919 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: 17,901 shares; 2024Q4: 11,198 shares; 2025Q1: 9,439 shares; 2025Q2: 8,821 shares; 2025Q3: 8,181 shares; 2025Q4: 6,772 shares; 2026Q1: 6,746 shares; 2026Q2: 6,611 shares 6,611 $162K 0.05% -135 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,274 shares; 2024Q4: 7,817 shares; 2025Q1: 7,740 shares; 2025Q2: 9,074 shares; 2025Q3: 8,556 shares; 2025Q4: 3,795 shares; 2026Q1: 3,649 shares; 2026Q2: 3,483 shares 3,483 $155K 0.05% -166 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: 1,438 shares; 2024Q4: 1,353 shares; 2025Q1: 970 shares; 2025Q2: 923 shares; 2025Q3: 847 shares; 2025Q4: 842 shares; 2026Q1: 828 shares; 2026Q2: 813 shares 813 $155K 0.05% -15 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 218 shares; 2026Q2: 697 shares 697 $148K 0.05% +479 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,940 shares 2,940 $148K 0.05% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 1 shares; 2025Q4: 2,042 shares; 2026Q1: 2,167 shares; 2026Q2: 2,121 shares 2,121 $148K 0.05% -46 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 3,032 shares; 2026Q1: 3,947 shares; 2026Q2: 4,437 shares 4,437 $142K 0.05% +490 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,976 shares; 2026Q1: 461 shares; 2026Q2: 462 shares 462 $139K 0.04% +1 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,413 shares; 2024Q4: 3,365 shares; 2025Q1: 3,132 shares; 2025Q2: 2,982 shares; 2025Q3: 2,754 shares; 2025Q4: 2,729 shares; 2026Q1: 2,791 shares; 2026Q2: 2,799 shares 2,799 $132K 0.04% +8 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: 1,111 shares; 2024Q4: 750 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 797 shares; 2026Q1: 924 shares; 2026Q2: 939 shares 939 $131K 0.04% +15 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816 shares; 2024Q4: 3,976 shares; 2025Q1: 3,384 shares; 2025Q2: 3,103 shares; 2025Q3: 3,454 shares; 2025Q4: 3,493 shares; 2026Q1: 3,550 shares; 2026Q2: 4,940 shares 4,940 $131K 0.04% +1,390 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,428 shares; 2026Q2: 1,625 shares 1,625 $130K 0.04% +197 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,777 shares; 2024Q4: 9,404 shares; 2025Q1: 8,536 shares; 2025Q2: 6,616 shares; 2025Q3: 6,063 shares; 2025Q4: 6,058 shares; 2026Q1: 6,058 shares; 2026Q2: 6,036 shares 6,036 $129K 0.04% -22 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 2,916 shares; 2025Q2: 2,764 shares; 2025Q3: 2,511 shares; 2025Q4: 2,498 shares; 2026Q1: 2,457 shares; 2026Q2: 2,378 shares 2,378 $125K 0.04% -79 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: 10,285 shares; 2024Q4: 10,441 shares; 2025Q1: 12,033 shares; 2025Q2: 12,226 shares; 2025Q3: 10,308 shares; 2025Q4: 5,637 shares; 2026Q1: 5,521 shares; 2026Q2: 568 shares 568 $125K 0.04% -4,953 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,626 shares; 2025Q3: 6,273 shares; 2025Q4: 6,554 shares; 2026Q1: 6,652 shares; 2026Q2: 5,871 shares 5,871 $122K 0.04% -781 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,621 shares; 2024Q4: 3,228 shares; 2025Q1: 2,543 shares; 2025Q2: 2,185 shares; 2025Q3: 2,305 shares; 2025Q4: 1,889 shares; 2026Q1: 2,013 shares; 2026Q2: 2,377 shares 2,377 $114K 0.04% +364 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: 89 shares; 2024Q4: 79 shares; 2025Q1: 438 shares; 2025Q2: 399 shares; 2025Q3: 425 shares; 2025Q4: 550 shares; 2026Q1: 614 shares; 2026Q2: 431 shares 431 $110K 0.04% -183 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: 1,004 shares; 2024Q4: 1,041 shares; 2025Q1: 481 shares; 2025Q2: 412 shares; 2025Q3: 389 shares; 2025Q4: 394 shares; 2026Q1: 405 shares; 2026Q2: 567 shares 567 $108K 0.03% +162 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: 7,214 shares; 2024Q4: 7,157 shares; 2025Q1: 6,776 shares; 2025Q2: 6,971 shares; 2025Q3: 1,015 shares; 2025Q4: 1,000 shares; 2026Q1: 1,012 shares; 2026Q2: 991 shares 991 $107K 0.03% -21 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: 239 shares; 2024Q4: 243 shares; 2025Q1: 14 shares; 2025Q2: 466 shares; 2025Q3: 597 shares; 2025Q4: 505 shares; 2026Q1: 613 shares; 2026Q2: 528 shares 528 $106K 0.03% -85 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: 18 shares; 2024Q4: 963 shares; 2025Q1: 900 shares; 2025Q2: 855 shares; 2025Q3: 774 shares; 2025Q4: 765 shares; 2026Q1: 783 shares; 2026Q2: 766 shares 766 $105K 0.03% -17 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 1,268 shares; 2025Q1: 2,419 shares; 2025Q2: 1,602 shares; 2025Q3: 2,511 shares; 2025Q4: 2,700 shares; 2026Q1: 1,114 shares; 2026Q2: 1,372 shares 1,372 $104K 0.03% +258 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: 7,002 shares; 2024Q4: 411 shares; 2025Q1: 1 shares; 2025Q2: 3,566 shares; 2025Q3: 3,452 shares; 2025Q4: 3,257 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $103K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045 shares; 2024Q4: 431 shares; 2025Q1: 211 shares; 2025Q2: 1,934 shares; 2025Q3: 2,316 shares; 2025Q4: 2,294 shares; 2026Q1: 2,151 shares; 2026Q2: 795 shares 795 $98.9K 0.03% -1,356 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 141 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 297 shares; 2026Q2: 1,192 shares 1,192 $96.1K 0.03% +895 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,656 shares; 2025Q1: 3,955 shares; 2025Q2: 3,601 shares; 2025Q3: 3,378 shares; 2025Q4: 3,574 shares; 2026Q1: 3,533 shares; 2026Q2: 3,087 shares 3,087 $94.5K 0.03% -446 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,495 shares; 2024Q4: 12,495 shares; 2025Q1: 11,345 shares; 2025Q2: 11,345 shares; 2025Q3: 11,345 shares; 2025Q4: 11,345 shares; 2026Q1: 11,345 shares; 2026Q2: 11,345 shares 11,345 $92.3K 0.03% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 230 shares; 2025Q1: 11,222 shares; 2025Q2: 11,617 shares; 2025Q3: 11,140 shares; 2025Q4: 10,380 shares; 2026Q1: 2,186 shares; 2026Q2: 2,751 shares 2,751 $90.1K 0.03% +565 Timeline FLRN 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: 11,856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,279 shares; 2026Q1: 8,332 shares; 2026Q2: 2,872 shares 2,872 $88.6K 0.03% -5,460 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,267 shares; 2026Q1: 2,671 shares; 2026Q2: 2,671 shares 2,671 $86.8K 0.03% 0 Timeline VGLT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 1,359 shares; 2026Q2: 1,531 shares 1,531 $84.5K 0.03% +172 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,476 shares; 2024Q4: 5,299 shares; 2025Q1: 703 shares; 2025Q2: 713 shares; 2025Q3: 266 shares; 2025Q4: 858 shares; 2026Q1: 1,056 shares; 2026Q2: 959 shares 959 $84.2K 0.03% -97 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: 847 shares; 2024Q4: 834 shares; 2025Q1: 737 shares; 2025Q2: 665 shares; 2025Q3: 634 shares; 2025Q4: 622 shares; 2026Q1: 624 shares; 2026Q2: 618 shares 618 $81.9K 0.03% -6 Timeline EMLC 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: 4,967 shares; 2024Q4: 5,529 shares; 2025Q1: 2,419 shares; 2025Q2: 2,184 shares; 2025Q3: 2,469 shares; 2025Q4: 2,317 shares; 2026Q1: 2,392 shares; 2026Q2: 3,143 shares 3,143 $80.3K 0.03% +751 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares; 2026Q2: 1,269 shares 1,269 $78.8K 0.03% 0 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: 259 shares; 2024Q4: 242 shares; 2025Q1: 223 shares; 2025Q2: 278 shares; 2025Q3: 304 shares; 2025Q4: 234 shares; 2026Q1: 238 shares; 2026Q2: 199 shares 199 $76.9K 0.02% -39 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: 351 shares; 2024Q4: 682 shares; 2025Q1: 279 shares; 2025Q2: 255 shares; 2025Q3: 242 shares; 2025Q4: 241 shares; 2026Q1: 224 shares; 2026Q2: 222 shares 222 $75.7K 0.02% -2 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,061 shares; 2024Q4: 5,571 shares; 2025Q1: 4,700 shares; 2025Q2: 5,622 shares; 2025Q3: 5,493 shares; 2025Q4: 4,316 shares; 2026Q1: 3,792 shares; 2026Q2: 3,351 shares 3,351 $74.9K 0.02% -441 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,589 shares; 2024Q4: 6,657 shares; 2025Q1: 3,641 shares; 2025Q2: 3,321 shares; 2025Q3: 3,120 shares; 2025Q4: not reported; 2026Q1: 3,185 shares; 2026Q2: 2,811 shares 2,811 $72.9K 0.02% -374 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 1,078 shares; 2025Q3: 1,035 shares; 2025Q4: 1,099 shares; 2026Q1: 708 shares; 2026Q2: 617 shares 617 $71K 0.02% -91 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: 674 shares; 2024Q4: 1,091 shares; 2025Q1: 1,128 shares; 2025Q2: 1,222 shares; 2025Q3: 1,263 shares; 2025Q4: 1,296 shares; 2026Q1: 1,443 shares; 2026Q2: 417 shares 417 $71K 0.02% -1,026 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 430 shares; 2025Q1: 381 shares; 2025Q2: 343 shares; 2025Q3: 330 shares; 2025Q4: 323 shares; 2026Q1: 333 shares; 2026Q2: 321 shares 321 $68.4K 0.02% -12 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: 1,855 shares; 2024Q4: 1,745 shares; 2025Q1: 230 shares; 2025Q2: 208 shares; 2025Q3: 200 shares; 2025Q4: 190 shares; 2026Q1: 186 shares; 2026Q2: 184 shares 184 $68.4K 0.02% -2 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 670 shares; 2025Q1: 973 shares; 2025Q2: 1,087 shares; 2025Q3: 1,042 shares; 2025Q4: 846 shares; 2026Q1: 696 shares; 2026Q2: 573 shares 573 $67.7K 0.02% -123 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,909 shares; 2025Q4: 3,762 shares; 2026Q1: 5,685 shares; 2026Q2: 5,843 shares 5,843 $67.6K 0.02% +158 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: 305 shares; 2024Q4: 315 shares; 2025Q1: 211 shares; 2025Q2: 187 shares; 2025Q3: 179 shares; 2025Q4: 173 shares; 2026Q1: 186 shares; 2026Q2: 179 shares 179 $67.2K 0.02% -7 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: 122 shares; 2024Q4: 257 shares; 2025Q1: 161 shares; 2025Q2: 263 shares; 2025Q3: 266 shares; 2025Q4: 292 shares; 2026Q1: 295 shares; 2026Q2: 501 shares 501 $65.4K 0.02% +206 Timeline RWR 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: 116 shares; 2024Q4: 133 shares; 2025Q1: 0 shares; 2025Q2: 17,588 shares; 2025Q3: 129 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 578 shares 578 $65.3K 0.02% +578 Timeline HYLS 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: 2,997 shares; 2024Q4: 2,939 shares; 2025Q1: 3,274 shares; 2025Q2: 3,228 shares; 2025Q3: 3,036 shares; 2025Q4: 3,039 shares; 2026Q1: 1,489 shares; 2026Q2: 1,514 shares 1,514 $61.5K 0.02% +25 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 642 shares; 2025Q1: 736 shares; 2025Q2: 717 shares; 2025Q3: 680 shares; 2025Q4: 578 shares; 2026Q1: 564 shares; 2026Q2: 507 shares 507 $61.4K 0.02% -57 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: 672 shares; 2024Q4: 660 shares; 2025Q1: 421 shares; 2025Q2: 385 shares; 2025Q3: 369 shares; 2025Q4: 358 shares; 2026Q1: 359 shares; 2026Q2: 356 shares 356 $59.3K 0.02% -3 Timeline FIIG 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: 2,221 shares; 2024Q4: 2,246 shares; 2025Q1: 2,909 shares; 2025Q2: 2,942 shares; 2025Q3: 2,976 shares; 2025Q4: 2,969 shares; 2026Q1: 2,826 shares; 2026Q2: 2,859 shares 2,859 $59.2K 0.02% +33 Timeline LMBS 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: 1,909 shares; 2024Q4: 1,887 shares; 2025Q1: 1,844 shares; 2025Q2: 1,864 shares; 2025Q3: 1,883 shares; 2025Q4: 1,220 shares; 2026Q1: 1,177 shares; 2026Q2: 1,189 shares 1,189 $59.2K 0.02% +12 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: 249 shares; 2024Q4: 236 shares; 2025Q1: 473 shares; 2025Q2: 131 shares; 2025Q3: 126 shares; 2025Q4: 120 shares; 2026Q1: 137 shares; 2026Q2: 119 shares 119 $59.1K 0.02% -18 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,426 shares; 2024Q4: 2,305 shares; 2025Q1: 1,657 shares; 2025Q2: 1,675 shares; 2025Q3: 1,694 shares; 2025Q4: 1,632 shares; 2026Q1: 1,509 shares; 2026Q2: 1,347 shares 1,347 $58.7K 0.02% -162 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,960 shares; 2024Q4: 8,216 shares; 2025Q1: 8,187 shares; 2025Q2: 7,521 shares; 2025Q3: 7,106 shares; 2025Q4: 7,437 shares; 2026Q1: 1,315 shares; 2026Q2: 1,156 shares 1,156 $58.4K 0.02% -159 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: 735 shares; 2024Q4: 815 shares; 2025Q1: 794 shares; 2025Q2: 748 shares; 2025Q3: 851 shares; 2025Q4: 4,919 shares; 2026Q1: 5,307 shares; 2026Q2: 816 shares 816 $58.3K 0.02% -4,491 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 514 shares; 2025Q1: 515 shares; 2025Q2: 485 shares; 2025Q3: 481 shares; 2025Q4: 487 shares; 2026Q1: 488 shares; 2026Q2: 488 shares 488 $56.1K 0.02% 0 Timeline IHAK 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: 873 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873 $53K 0.02% 0 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: 458 shares; 2024Q4: 1,074 shares; 2025Q1: 1,934 shares; 2025Q2: 1,844 shares; 2025Q3: 169 shares; 2025Q4: 159 shares; 2026Q1: 165 shares; 2026Q2: 162 shares 162 $51.5K 0.02% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,023 shares; 2026Q1: 1,100 shares; 2026Q2: 1,241 shares 1,241 $50.8K 0.02% +141 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: 2,241 shares; 2025Q1: 1,970 shares; 2025Q2: 1,888 shares; 2025Q3: 1,767 shares; 2025Q4: 1,744 shares; 2026Q1: 1,720 shares; 2026Q2: 295 shares 295 $49.4K 0.02% -1,425 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,043 shares; 2026Q1: 6,047 shares; 2026Q2: 257 shares 257 $48.9K 0.02% -5,790 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: 215 shares; 2024Q4: 207 shares; 2025Q1: 131 shares; 2025Q2: 115 shares; 2025Q3: 128 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 108 shares 108 $48.9K 0.02% -1 Timeline FDL 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: 1,190 shares; 2024Q4: 1,202 shares; 2025Q1: 1,211 shares; 2025Q2: 1,222 shares; 2025Q3: 1,233 shares; 2025Q4: 1,037 shares; 2026Q1: 989 shares; 2026Q2: 998 shares 998 $48.5K 0.02% +9 Timeline VGSH 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,499 shares; 2026Q1: 732 shares; 2026Q2: 828 shares 828 $48.2K 0.02% +96 Timeline SYSB 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: 11 shares; 2026Q1: 462 shares; 2026Q2: 538 shares 538 $47.8K 0.02% +76 Timeline FVD 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: 1,058 shares; 2024Q4: 1,068 shares; 2025Q1: 1,093 shares; 2025Q2: 925 shares; 2025Q3: 929 shares; 2025Q4: 971 shares; 2026Q1: 976 shares; 2026Q2: 981 shares 981 $47.2K 0.02% +5 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,856 shares; 2024Q4: 5,028 shares; 2025Q1: 5,155 shares; 2025Q2: 6,130 shares; 2025Q3: 5,757 shares; 2025Q4: 4,462 shares; 2026Q1: 4,152 shares; 2026Q2: 3,989 shares 3,989 $47.1K 0.02% -163 Timeline FDCF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 911 shares; 2026Q2: 911 shares 911 $45.5K 0.01% 0 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,148 shares; 2026Q2: 1,148 shares 1,148 $45.5K 0.01% 0 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: 2,587 shares; 2024Q4: 674 shares; 2025Q1: 490 shares; 2025Q2: 443 shares; 2025Q3: 429 shares; 2025Q4: 311 shares; 2026Q1: 304 shares; 2026Q2: 300 shares 300 $43K 0.01% -4 Timeline LGOV 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: 2,108 shares; 2024Q4: 2,129 shares; 2025Q1: 2,150 shares; 2025Q2: 1,437 shares; 2025Q3: 1,452 shares; 2025Q4: 1,467 shares; 2026Q1: 1,931 shares; 2026Q2: 1,952 shares 1,952 $41.8K 0.01% +21 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: 1,858 shares; 2024Q4: 2,367 shares; 2025Q1: 1,926 shares; 2025Q2: 760 shares; 2025Q3: 149 shares; 2025Q4: 138 shares; 2026Q1: 232 shares; 2026Q2: 265 shares 265 $41.5K 0.01% +33 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 482 shares; 2025Q1: 483 shares; 2025Q2: 648 shares; 2025Q3: 649 shares; 2025Q4: 669 shares; 2026Q1: 528 shares; 2026Q2: 503 shares 503 $40.8K 0.01% -25 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843 shares; 2024Q4: 835 shares; 2025Q1: 729 shares; 2025Q2: 646 shares; 2025Q3: 613 shares; 2025Q4: 585 shares; 2026Q1: 575 shares; 2026Q2: 564 shares 564 $39.8K 0.01% -11 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 2,363 shares; 2025Q1: 173 shares; 2025Q2: 159 shares; 2025Q3: 11,393 shares; 2025Q4: 145 shares; 2026Q1: 140 shares; 2026Q2: 139 shares 139 $39K 0.01% -1 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 782 shares; 2025Q1: 204 shares; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 203 shares; 2026Q2: 188 shares 188 $38.8K 0.01% -15 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 8,659 shares; 2026Q2: 389 shares 389 $38.5K 0.01% -8,270 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: 467 shares; 2025Q2: 412 shares; 2025Q3: 392 shares; 2025Q4: 388 shares; 2026Q1: 388 shares; 2026Q2: 384 shares 384 $38.5K 0.01% -4 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 488 shares; 2026Q1: 490 shares; 2026Q2: 788 shares 788 $37.5K 0.01% +298 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: 42,480 shares; 2024Q4: 39,439 shares; 2025Q1: 32,458 shares; 2025Q2: 2,760 shares; 2025Q3: 2,088 shares; 2025Q4: 563 shares; 2026Q1: 694 shares; 2026Q2: 649 shares 649 $37.4K 0.01% -45 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: 153 shares; 2024Q4: 255 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 145 shares; 2026Q2: 100 shares 100 $37.1K 0.01% -45 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 198 shares; 2025Q1: 89 shares; 2025Q2: 84 shares; 2025Q3: 77 shares; 2025Q4: 74 shares; 2026Q1: 87 shares; 2026Q2: 73 shares 73 $36.8K 0.01% -14 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: 347 shares; 2024Q4: 341 shares; 2025Q1: 137 shares; 2025Q2: 178 shares; 2025Q3: 336 shares; 2025Q4: 514 shares; 2026Q1: 126 shares; 2026Q2: 117 shares 117 $36.7K 0.01% -9 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,102 shares 1,102 $36.6K 0.01% +2 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: 120 shares; 2024Q4: 311 shares; 2025Q1: 197 shares; 2025Q2: 314 shares; 2025Q3: 3,928 shares; 2025Q4: 441 shares; 2026Q1: 748 shares; 2026Q2: 757 shares 757 $36.4K 0.01% +9 Timeline FDFF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 1,083 shares; 2026Q2: 1,089 shares 1,089 $36K 0.01% +6 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares; 2026Q2: 184 shares 184 $34.9K 0.01% -11 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 521 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 1,099 shares; 2026Q2: 1,024 shares 1,024 $34.8K 0.01% -75 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: 8,476 shares; 2024Q4: 8,071 shares; 2025Q1: 8,105 shares; 2025Q2: 6,836 shares; 2025Q3: 6,281 shares; 2025Q4: 5,576 shares; 2026Q1: 617 shares; 2026Q2: 620 shares 620 $34.5K 0.01% +3 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 260 shares; 2025Q1: 248 shares; 2025Q2: 226 shares; 2025Q3: 216 shares; 2025Q4: 210 shares; 2026Q1: 211 shares; 2026Q2: 210 shares 210 $33.8K 0.01% -1 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 400 shares; 2025Q1: 316 shares; 2025Q2: 281 shares; 2025Q3: 269 shares; 2025Q4: 255 shares; 2026Q1: 256 shares; 2026Q2: 254 shares 254 $33.4K 0.01% -2 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: 836 shares; 2024Q4: 1,060 shares; 2025Q1: 632 shares; 2025Q2: 1,138 shares; 2025Q3: 1,918 shares; 2025Q4: 2,640 shares; 2026Q1: 647 shares; 2026Q2: 159 shares 159 $32.6K 0.01% -488 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: 47 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: 67 shares; 2026Q2: 52 shares 52 $32.5K 0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $31.3K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $30.8K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378 shares; 2024Q4: 454 shares; 2025Q1: 480 shares; 2025Q2: 555 shares; 2025Q3: 122 shares; 2025Q4: 116 shares; 2026Q1: 358 shares; 2026Q2: 67 shares 67 $30.8K 0.01% -291 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855 shares; 2024Q4: 1,681 shares; 2025Q1: 1,705 shares; 2025Q2: 1,730 shares; 2025Q3: 1,755 shares; 2025Q4: 2,507 shares; 2026Q1: 1,687 shares; 2026Q2: 1,712 shares 1,712 $30.6K 0.01% +25 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 171 shares; 2025Q1: 127 shares; 2025Q2: 116 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $30.2K 0.01% 0 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 576 shares; 2025Q1: 585 shares; 2025Q2: 1,054 shares; 2025Q3: 1,070 shares; 2025Q4: 1,085 shares; 2026Q1: 1,015 shares; 2026Q2: 1,032 shares 1,032 $30.2K 0.01% +17 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares; 2026Q2: 1,454 shares 1,454 $30.1K 0.01% +20 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares; 2026Q2: 670 shares 670 $30K 0.01% +10 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270 shares; 2024Q4: 3,214 shares; 2025Q1: 1,598 shares; 2025Q2: 1,616 shares; 2025Q3: 1,635 shares; 2025Q4: 1,657 shares; 2026Q1: 1,563 shares; 2026Q2: 1,581 shares 1,581 $29.8K 0.01% +18 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 277 shares; 2025Q1: 256 shares; 2025Q2: 229 shares; 2025Q3: 220 shares; 2025Q4: 214 shares; 2026Q1: 215 shares; 2026Q2: 214 shares 214 $29.8K 0.01% -1 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,462 shares; 2024Q4: 3,462 shares; 2025Q1: 2,762 shares; 2025Q2: 2,762 shares; 2025Q3: 2,762 shares; 2025Q4: 2,762 shares; 2026Q1: 2,762 shares; 2026Q2: 2,762 shares 2,762 $29K 0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares; 2026Q2: 448 shares 448 $29K 0.01% +55 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 394 shares; 2026Q2: 397 shares 397 $28.8K 0.01% +3 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,782 shares; 2024Q4: 42,689 shares; 2025Q1: 43,699 shares; 2025Q2: 44,516 shares; 2025Q3: 1,054 shares; 2025Q4: 1,409 shares; 2026Q1: 1,623 shares; 2026Q2: 1,441 shares 1,441 $27.5K 0.01% -182 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: 750 shares; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 512 shares; 2026Q2: 516 shares 516 $27.4K 0.01% +4 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: 470 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 497 shares; 2025Q4: 919 shares; 2026Q1: 204 shares; 2026Q2: 208 shares 208 $27K 0.01% +4 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 663 shares; 2025Q1: 644 shares; 2025Q2: 649 shares; 2025Q3: 655 shares; 2025Q4: 832 shares; 2026Q1: 1,031 shares; 2026Q2: 951 shares 951 $26.3K 0.01% -80 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 1 shares; 2025Q4: 526 shares; 2026Q1: 531 shares; 2026Q2: 486 shares 486 $25.3K 0.01% -45 Timeline FID 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: 1,096 shares; 2024Q4: 1,124 shares; 2025Q1: 1,126 shares; 2025Q2: 1,144 shares; 2025Q3: 1,153 shares; 2025Q4: 1,155 shares; 2026Q1: 1,158 shares; 2026Q2: 1,176 shares 1,176 $25.2K 0.01% +18 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: 211 shares; 2024Q4: 436 shares; 2025Q1: 265 shares; 2025Q2: 237 shares; 2025Q3: 259 shares; 2025Q4: 295 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $24.7K 0.01% 0 Timeline FXU 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: 245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232 shares; 2026Q2: 499 shares 499 $24.6K 0.01% +267 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,192 shares; 2024Q4: 333 shares; 2025Q1: 2 shares; 2025Q2: 3,502 shares; 2025Q3: 3,500 shares; 2025Q4: 3,224 shares; 2026Q1: 144 shares; 2026Q2: 145 shares 145 $23.7K 0.01% +1 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 155 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares; 2026Q2: 368 shares 368 $23.6K 0.01% +280 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: 50 shares; 2024Q4: 248 shares; 2025Q1: 200 shares; 2025Q2: 150 shares; 2025Q3: 152 shares; 2025Q4: 209 shares; 2026Q1: 211 shares; 2026Q2: 212 shares 212 $23.5K 0.01% +1 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: 199 shares; 2024Q4: 556 shares; 2025Q1: 389 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 329 shares; 2026Q1: 299 shares; 2026Q2: 305 shares 305 $23.3K 0.01% +6 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 124 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares; 2026Q1: 311 shares; 2026Q2: 315 shares 315 $23K 0.01% +4 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 383 shares; 2026Q2: 473 shares 473 $22.6K 0.01% +90 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $22K 0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 261 shares; 2025Q1: 265 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 256 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $21.8K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 420 shares; 2025Q1: 278 shares; 2025Q2: 296 shares; 2025Q3: 300 shares; 2025Q4: 247 shares; 2026Q1: 289 shares; 2026Q2: 293 shares 293 $21.8K 0.01% +4 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 161 shares; 2025Q3: 232 shares; 2025Q4: 214 shares; 2026Q1: 160 shares; 2026Q2: 216 shares 216 $20.8K 0.01% +56 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: 380 shares; 2024Q4: 378 shares; 2025Q1: 151 shares; 2025Q2: 127 shares; 2025Q3: 160 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 140 shares 140 $20.7K 0.01% -18 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: 1,664 shares; 2024Q4: 1,372 shares; 2025Q1: 794 shares; 2025Q2: 465 shares; 2025Q3: 468 shares; 2025Q4: 287 shares; 2026Q1: 226 shares; 2026Q2: 227 shares 227 $20.7K 0.01% +1 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: 601 shares; 2024Q4: 604 shares; 2025Q1: 269 shares; 2025Q2: 233 shares; 2025Q3: 321 shares; 2025Q4: 806 shares; 2026Q1: 289 shares; 2026Q2: 257 shares 257 $19.8K 0.01% -32 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 858 shares; 2025Q2: 803 shares; 2025Q3: 751 shares; 2025Q4: 739 shares; 2026Q1: 748 shares; 2026Q2: 745 shares 745 $19.2K 0.01% -3 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: 274 shares; 2025Q1: 265 shares; 2025Q2: 238 shares; 2025Q3: 227 shares; 2025Q4: 222 shares; 2026Q1: 219 shares; 2026Q2: 220 shares 220 $19.2K 0.01% +1 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 598 shares; 2025Q4: 945 shares; 2026Q1: 1,001 shares; 2026Q2: 489 shares 489 $19.1K 0.01% -512 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: 62 shares; 2024Q4: 105 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 64 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $19.1K 0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 1,004 shares; 2025Q1: 983 shares; 2025Q2: 738 shares; 2025Q3: 486 shares; 2025Q4: 392 shares; 2026Q1: 328 shares; 2026Q2: 238 shares 238 $18.8K 0.01% -90 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: 540 shares; 2024Q4: 676 shares; 2025Q1: 289 shares; 2025Q2: 303 shares; 2025Q3: 306 shares; 2025Q4: 249 shares; 2026Q1: 254 shares; 2026Q2: 256 shares 256 $18.5K 0.01% +2 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,532 shares; 2026Q1: 3,460 shares; 2026Q2: 1,639 shares 1,639 $18.3K 0.01% -1,821 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: 856 shares; 2024Q4: 652 shares; 2025Q1: 132 shares; 2025Q2: 127 shares; 2025Q3: 128 shares; 2025Q4: 203 shares; 2026Q1: 214 shares; 2026Q2: 196 shares 196 $18K 0.01% -18 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: 35 shares; 2024Q4: 206 shares; 2025Q1: 173 shares; 2025Q2: 188 shares; 2025Q3: 190 shares; 2025Q4: 157 shares; 2026Q1: 154 shares; 2026Q2: 155 shares 155 $17.6K 0.01% +1 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 174 shares; 2025Q4: 170 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $17.6K 0.01% 0 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: 753 shares; 2024Q4: 810 shares; 2025Q1: 60 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 60 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $16.5K 0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares; 2026Q2: 287 shares 287 $16.3K 0.01% +7 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: 9 shares; 2024Q4: 118 shares; 2025Q1: 110 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 74 shares; 2026Q1: 89 shares; 2026Q2: 90 shares 90 $15.4K <0.01% +1 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 123 shares; 2025Q1: 117 shares; 2025Q2: 94 shares; 2025Q3: 95 shares; 2025Q4: 96 shares; 2026Q1: 85 shares; 2026Q2: 82 shares 82 $15.3K <0.01% -3 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 598 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $14.5K <0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 193 shares; 2026Q2: 241 shares 241 $14.4K <0.01% +48 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: 431 shares; 2024Q4: 531 shares; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $14.3K <0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 476 shares; 2025Q1: 263 shares; 2025Q2: 267 shares; 2025Q3: 385 shares; 2025Q4: 368 shares; 2026Q1: 372 shares; 2026Q2: 379 shares 379 $14K <0.01% +7 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 151 shares; 2026Q2: 141 shares 141 $13.6K <0.01% -10 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 67 shares; 2025Q1: 48 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 45 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $13.6K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 349 shares; 2025Q1: 175 shares; 2025Q2: 176 shares; 2025Q3: 178 shares; 2025Q4: 153 shares; 2026Q1: 154 shares; 2026Q2: 155 shares 155 $13.4K <0.01% +1 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 277 shares; 2025Q1: 187 shares; 2025Q2: 205 shares; 2025Q3: 207 shares; 2025Q4: 173 shares; 2026Q1: 172 shares; 2026Q2: 173 shares 173 $13.2K <0.01% +1 Timeline FDD 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: 752 shares; 2024Q4: 768 shares; 2025Q1: 772 shares; 2025Q2: 783 shares; 2025Q3: 684 shares; 2025Q4: 678 shares; 2026Q1: 680 shares; 2026Q2: 698 shares 698 $13K <0.01% +18 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,990 shares; 2024Q4: 3,937 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 291 shares; 2026Q1: 291 shares; 2026Q2: 292 shares 292 $12.6K <0.01% +1 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 147 shares; 2025Q2: 153 shares; 2025Q3: 123 shares; 2025Q4: 96 shares; 2026Q1: 93 shares; 2026Q2: 84 shares 84 $12.3K <0.01% -9 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: 4,455 shares; 2025Q4: 150 shares; 2026Q1: 110 shares; 2026Q2: 113 shares 113 $12.1K <0.01% +3 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 296 shares; 2026Q2: 296 shares 296 $12.1K <0.01% 0 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: 114 shares; 2024Q4: 106 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares; 2026Q2: 42 shares 42 $11.8K <0.01% -1 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $11.8K <0.01% new Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.5K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $11.3K <0.01% 0 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: 323 shares; 2024Q4: 313 shares; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 89 shares; 2026Q2: 49 shares 49 $10.9K <0.01% -40 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,526 shares; 2026Q2: 301 shares 301 $10.6K <0.01% -1,225 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: 3,478 shares; 2024Q4: 444 shares; 2025Q1: 7 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 194 shares; 2026Q1: 276 shares; 2026Q2: 245 shares 245 $10.1K <0.01% -31 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 1,737 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $10K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 256 shares; 2025Q1: 172 shares; 2025Q2: 166 shares; 2025Q3: 167 shares; 2025Q4: 168 shares; 2026Q1: 183 shares; 2026Q2: 185 shares 185 $9.31K <0.01% +2 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: 95 shares; 2024Q4: 582 shares; 2025Q1: 466 shares; 2025Q2: 419 shares; 2025Q3: 398 shares; 2025Q4: 0 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $9.27K <0.01% 0 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: 38 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $9.21K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,666 shares; 2024Q4: 247 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7,486 shares; 2025Q4: 2,590 shares; 2026Q1: 23 shares; 2026Q2: 38 shares 38 $9.13K <0.01% +15 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 78 shares; 2025Q2: 82 shares; 2025Q3: 78 shares; 2025Q4: 69 shares; 2026Q1: 75 shares; 2026Q2: 78 shares 78 $9.11K <0.01% +3 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: 152 shares; 2024Q4: 152 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 117 shares 117 $9.03K <0.01% +75 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 553 shares; 2025Q2: 523 shares; 2025Q3: 174 shares; 2025Q4: 157 shares; 2026Q1: 164 shares; 2026Q2: 166 shares 166 $8.62K <0.01% +2 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: 1,010 shares; 2024Q4: 894 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 112 shares; 2026Q2: 83 shares 83 $7.67K <0.01% -29 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 37 shares; 2025Q3: 13 shares; 2025Q4: 31 shares; 2026Q1: 108 shares; 2026Q2: 70 shares 70 $7.18K <0.01% -38 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: 271 shares; 2024Q4: 111 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235 shares; 2026Q2: 67 shares 67 $6.93K <0.01% -168 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP 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: 218 shares; 2026Q2: 232 shares 232 $6.29K <0.01% +14 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 36 shares 36 $5.94K <0.01% +36 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: 103 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $5.87K <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $5.73K <0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,538 shares; 2024Q4: 4,319 shares; 2025Q1: 4,266 shares; 2025Q2: 3,181 shares; 2025Q3: 49 shares; 2025Q4: 107 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $5.33K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,457 shares; 2024Q4: 3,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $5.26K <0.01% 0 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: 74 shares; 2024Q4: 209 shares; 2025Q1: 640 shares; 2025Q2: 610 shares; 2025Q3: 560 shares; 2025Q4: 561 shares; 2026Q1: 574 shares; 2026Q2: 8 shares 8 $5.19K <0.01% -566 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 487 shares; 2025Q1: 555 shares; 2025Q2: 663 shares; 2025Q3: 705 shares; 2025Q4: 764 shares; 2026Q1: 824 shares; 2026Q2: 6 shares 6 $4.93K <0.01% -818 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 132 shares; 2026Q2: 140 shares 140 $4.66K <0.01% +8 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 59 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $4.31K <0.01% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $4.19K <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $4.16K <0.01% 0 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: 224 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $4.12K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,282 shares; 2024Q4: 14,292 shares; 2025Q1: 10,752 shares; 2025Q2: 346 shares; 2025Q3: 113 shares; 2025Q4: 133 shares; 2026Q1: 39 shares; 2026Q2: 40 shares 40 $4.05K <0.01% +1 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $4.04K <0.01% 0 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $4.01K <0.01% 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: 132 shares; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $3.85K <0.01% 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: 1,441 shares; 2024Q4: 1,246 shares; 2025Q1: 1 shares; 2025Q2: 475 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.82K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.73K <0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,306 shares; 2024Q4: 1,696 shares; 2025Q1: 1,567 shares; 2025Q2: 1,492 shares; 2025Q3: 1,566 shares; 2025Q4: 1,840 shares; 2026Q1: 1,498 shares; 2026Q2: 70 shares 70 $3.67K <0.01% -1,428 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: 98 shares; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $3.58K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $3.55K <0.01% 0 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: 105 shares; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 85 shares 85 $3.53K <0.01% +35 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: 291 shares; 2024Q4: 298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $3.44K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 65 shares; 2025Q1: 1,771 shares; 2025Q2: 2,795 shares; 2025Q3: 5,042 shares; 2025Q4: 5,258 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $3.35K <0.01% 0 Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $3.19K <0.01% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $2.95K <0.01% 0 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: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $2.94K <0.01% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 18 shares; 2026Q2: 18 shares 18 $2.74K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,038 shares; 2024Q4: 2,923 shares; 2025Q1: 2,474 shares; 2025Q2: 2,347 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $2.65K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $2.62K <0.01% 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: 472 shares; 2024Q4: 392 shares; 2025Q1: 274 shares; 2025Q2: 252 shares; 2025Q3: 242 shares; 2025Q4: 0 shares; 2026Q1: 68 shares; 2026Q2: 26 shares 26 $2.62K <0.01% -42 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: 255 shares; 2024Q4: 251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $2.59K <0.01% new 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: 152 shares; 2024Q4: 133 shares; 2025Q1: 48 shares; 2025Q2: 51 shares; 2025Q3: 43 shares; 2025Q4: 39 shares; 2026Q1: 45 shares; 2026Q2: 13 shares 13 $2.53K <0.01% -32 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46 shares; 2026Q2: 37 shares 37 $2.53K <0.01% -9 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: 120 shares; 2024Q4: 123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 13 shares 13 $2.35K <0.01% -8 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 173 shares 173 $2.31K <0.01% -148 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: 169 shares; 2024Q4: 164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.28K <0.01% 0 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: 23,133 shares; 2024Q4: 12,278 shares; 2025Q1: 9,505 shares; 2025Q2: 9,720 shares; 2025Q3: 10,223 shares; 2025Q4: 9 shares; 2026Q1: 97 shares; 2026Q2: 30 shares 30 $2.27K <0.01% -67 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares; 2026Q2: 31 shares 31 $2.16K <0.01% -8 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $2.16K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $2.02K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares; 2026Q2: 21 shares 21 $1.97K <0.01% -26 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: 501 shares; 2024Q4: 84 shares; 2025Q1: 47 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 14 shares; 2026Q2: 5 shares 5 $1.96K <0.01% -9 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: 227 shares; 2024Q4: 366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 9 shares 9 $1.95K <0.01% -91 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: 1,151 shares; 2024Q4: 1,272 shares; 2025Q1: 115 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $1.95K <0.01% 0 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $1.92K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,368 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $1.79K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN 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: 89 shares; 2026Q2: 90 shares 90 $1.78K <0.01% +1 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: 104 shares; 2024Q4: 101 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 8 shares; 2026Q2: 7 shares 7 $1.74K <0.01% -1 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $1.72K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228 shares; 2024Q4: 1,167 shares; 2025Q1: 1,125 shares; 2025Q2: 1,470 shares; 2025Q3: 1,616 shares; 2025Q4: 1,611 shares; 2026Q1: 41 shares; 2026Q2: 14 shares 14 $1.71K <0.01% -27 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 8 shares 8 $1.7K <0.01% -17 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: 361 shares; 2024Q4: 358 shares; 2025Q1: 229 shares; 2025Q2: 217 shares; 2025Q3: 63 shares; 2025Q4: 70 shares; 2026Q1: 75 shares; 2026Q2: 23 shares 23 $1.66K <0.01% -52 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: 14,218 shares; 2024Q4: 14,169 shares; 2025Q1: 12,796 shares; 2025Q2: 76 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 78 shares; 2026Q2: 117 shares 117 $1.62K <0.01% +39 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: 482 shares; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 43 shares; 2026Q2: 19 shares 19 $1.62K <0.01% -24 Timeline HEFA 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: 8,685 shares; 2025Q2: 33 shares; 2025Q3: 34 shares; 2025Q4: 226 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $1.6K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.44K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 7 shares; 2026Q2: 7 shares 7 $1.34K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $1.3K <0.01% 0 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: 18 shares; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 7 shares 7 $1.24K <0.01% -3 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,872 shares; 2025Q1: 11,379 shares; 2025Q2: 11,637 shares; 2025Q3: 12,130 shares; 2025Q4: 9,168 shares; 2026Q1: 7,094 shares; 2026Q2: 6 shares 6 $1.14K <0.01% -7,088 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: 434 shares; 2024Q4: 71 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 13 shares; 2026Q2: 4 shares 4 $1.12K <0.01% -9 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,635 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $1.06K <0.01% 0 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: 1,874 shares; 2024Q4: 1,753 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 19 shares; 2026Q2: 4 shares 4 $1.06K <0.01% -15 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: 9,989 shares; 2024Q4: 12,711 shares; 2025Q1: 10,207 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $987 <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,066 shares; 2024Q4: 8,597 shares; 2025Q1: 8,615 shares; 2025Q2: 8,900 shares; 2025Q3: 39 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $906 <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 4 shares; 2025Q1: 26 shares; 2025Q2: 28 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $882 <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 584 shares; 2025Q4: 630 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $868 <0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,399 shares; 2025Q1: 1,528 shares; 2025Q2: 1,527 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $837 <0.01% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $769 <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $755 <0.01% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 139 shares; 2025Q1: 36 shares; 2025Q2: 7 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 14 shares; 2026Q2: 6 shares 6 $739 <0.01% -8 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 187 shares; 2025Q1: 231 shares; 2025Q2: 234 shares; 2025Q3: 243 shares; 2025Q4: 240 shares; 2026Q1: 10 shares; 2026Q2: 7 shares 7 $684 <0.01% -3 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: 1,224 shares; 2024Q4: 1,449 shares; 2025Q1: 1,370 shares; 2025Q2: 1,395 shares; 2025Q3: 1,294 shares; 2025Q4: 952 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $673 <0.01% 0 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: 7,503 shares; 2024Q4: 7,688 shares; 2025Q1: 7,953 shares; 2025Q2: 8,394 shares; 2025Q3: 8,534 shares; 2025Q4: 8,768 shares; 2026Q1: 20 shares; 2026Q2: 8 shares 8 $650 <0.01% -12 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $533 <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,043 shares; 2024Q4: 731 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 7 shares; 2025Q4: 28 shares; 2026Q1: 8 shares; 2026Q2: 7 shares 7 $490 <0.01% -1 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 27 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $479 <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,172 shares; 2024Q4: 17,463 shares; 2025Q1: 17,369 shares; 2025Q2: 10,399 shares; 2025Q3: 47 shares; 2025Q4: 10 shares; 2026Q1: 71 shares; 2026Q2: 9 shares 9 $465 <0.01% -62 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: 48 shares; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: 34,988 shares; 2025Q3: 35,339 shares; 2025Q4: 30,099 shares; 2026Q1: 3,570 shares; 2026Q2: 9 shares 9 $458 <0.01% -3,561 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: 4,303 shares; 2024Q4: 3,532 shares; 2025Q1: 3,491 shares; 2025Q2: 2,681 shares; 2025Q3: 2,572 shares; 2025Q4: 98 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $422 <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,452 shares; 2024Q4: 10,403 shares; 2025Q1: 10,165 shares; 2025Q2: 10,784 shares; 2025Q3: 11,338 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 8 shares 8 $417 <0.01% -1 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,593 shares; 2025Q4: 1,628 shares; 2026Q1: 1,719 shares; 2026Q2: 12 shares 12 $364 <0.01% -1,707 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: 265 shares; 2024Q4: 251 shares; 2025Q1: 165 shares; 2025Q2: 149 shares; 2025Q3: 143 shares; 2025Q4: 137 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $204 <0.01% 0 Amount filed as zero, left out of ratios. 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: 346 shares; 2024Q4: 344 shares; 2025Q1: 24 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $172 <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,739 shares; 2024Q4: 86,036 shares; 2025Q1: 86,501 shares; 2025Q2: 88,725 shares; 2025Q3: 83,271 shares; 2025Q4: 48,332 shares; 2026Q1: 49,366 shares; 2026Q2: 10 shares 10 $169 <0.01% -49,356 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: 39 shares; 2024Q4: 39 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4,672 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $166 <0.01% 0 Timeline BIL 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: 23,912 shares; 2024Q4: 48,339 shares; 2025Q1: 17,941 shares; 2025Q2: 3,550 shares; 2025Q3: 32,172 shares; 2025Q4: 33 shares; 2026Q1: 8,335 shares; 2026Q2: 2 shares 2 $157 <0.01% -8,333 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: 13,504 shares; 2024Q4: 26 shares; 2025Q1: 7,742 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $150 <0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,118 shares; 2024Q4: 96 shares; 2025Q1: 9 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $142 <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $118 <0.01% 0 Amount filed as zero, left out of ratios. Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $113 <0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 183 shares; 2025Q1: 185 shares; 2025Q2: 8 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 37 shares; 2026Q2: 1 shares 1 $110 <0.01% -36 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $109 <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $108 <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 23 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $106 <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $106 <0.01% 0 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: 495 shares; 2024Q4: 261 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 10 shares; 2026Q2: 7 shares 7 $99 <0.01% -3 Timeline EMLP 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: 313 shares; 2024Q4: 315 shares; 2025Q1: 273 shares; 2025Q2: 274 shares; 2025Q3: 276 shares; 2025Q4: 278 shares; 2026Q1: 280 shares; 2026Q2: 2 shares 2 $99 <0.01% -278 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: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,249 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $89 <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $87 <0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2,786 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $86 <0.01% 0 Amount filed as zero, left out of ratios. Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $86 <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,951 shares; 2025Q3: 3 shares; 2025Q4: 1 shares; 2026Q1: 22,469 shares; 2026Q2: 1 shares 1 $78 <0.01% -22,468 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $73 <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $71 <0.01% 0 Amount filed as zero, left out of ratios. Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $69 <0.01% 0 Amount filed as zero, left out of ratios. 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: 144 shares; 2024Q4: 154 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $66 <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $62 <0.01% 0 Timeline