IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 143,300 shares; 2025Q1: 149,240 shares; 2025Q2: 158,138 shares; 2025Q3: 202,970 shares; 2025Q4: 208,786 shares; 2026Q1: 242,082 shares; 2026Q2: 235,812 shares; 2026Q3: 234,989 shares 234,989 $180M 8.64% -823 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 890,000 shares; 2025Q1: 932,231 shares; 2025Q2: 985,505 shares; 2025Q3: 1,015,720 shares; 2025Q4: 1,045,286 shares; 2026Q1: 1,160,218 shares; 2026Q2: 1,148,375 shares; 2026Q3: 1,164,268 shares 1,164,268 $74.5M 3.57% +15,893 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784,592 shares; 2026Q2: 791,780 shares; 2026Q3: 821,730 shares 821,730 $70.1M 3.36% +29,950 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,171,600 shares; 2025Q1: 1,279,757 shares; 2025Q2: 1,291,697 shares; 2025Q3: 1,420,403 shares; 2025Q4: 1,432,023 shares; 2026Q1: 1,719,248 shares; 2026Q2: 1,841,965 shares; 2026Q3: 1,338,109 shares 1,338,109 $67.7M 3.25% -503,856 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,051,899 shares; 2025Q1: 1,232,247 shares; 2025Q2: 1,233,046 shares; 2025Q3: 1,372,596 shares; 2025Q4: 1,373,218 shares; 2026Q1: 1,666,710 shares; 2026Q2: 1,804,120 shares; 2026Q3: 1,303,337 shares 1,303,337 $64.7M 3.1% -500,783 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 566,178 shares; 2025Q1: 593,729 shares; 2025Q2: 623,094 shares; 2025Q3: 822,802 shares; 2025Q4: 863,328 shares; 2026Q1: 769,710 shares; 2026Q2: 784,392 shares; 2026Q3: 810,657 shares 810,657 $62.6M 3.01% +26,265 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 665,466 shares; 2025Q1: 689,009 shares; 2025Q2: 696,158 shares; 2025Q3: 742,372 shares; 2025Q4: 771,777 shares; 2026Q1: 775,959 shares; 2026Q2: 777,549 shares; 2026Q3: 785,672 shares 785,672 $56.5M 2.71% +8,123 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,213,558 shares; 2025Q1: 1,260,697 shares; 2025Q2: 1,321,791 shares; 2025Q3: 1,342,981 shares; 2025Q4: 1,367,927 shares; 2026Q1: 1,465,255 shares; 2026Q2: 1,424,766 shares; 2026Q3: 1,392,485 shares 1,392,485 $43.8M 2.1% -32,281 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,016,938 shares; 2025Q1: 2,181,127 shares; 2025Q2: 2,342,662 shares; 2025Q3: 2,648,929 shares; 2025Q4: 2,867,615 shares; 2026Q1: 3,001,765 shares; 2026Q2: 2,700,741 shares; 2026Q3: 1,783,860 shares 1,783,860 $42.3M 2.03% -916,881 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,967 shares; 2025Q1: 82,118 shares; 2025Q2: 92,256 shares; 2025Q3: 95,292 shares; 2025Q4: 99,610 shares; 2026Q1: 109,584 shares; 2026Q2: 111,880 shares; 2026Q3: 118,043 shares 118,043 $39.3M 1.89% +6,163 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 265,816 shares; 2025Q1: 349,502 shares; 2025Q2: 363,436 shares; 2025Q3: 404,763 shares; 2025Q4: 452,772 shares; 2026Q1: 406,336 shares; 2026Q2: 402,022 shares; 2026Q3: 398,925 shares 398,925 $38.6M 1.85% -3,097 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,940 shares; 2025Q1: 87,341 shares; 2025Q2: 108,838 shares; 2025Q3: 109,423 shares; 2025Q4: 109,783 shares; 2026Q1: 139,101 shares; 2026Q2: 143,797 shares; 2026Q3: 151,685 shares 151,685 $34.7M 1.66% +7,888 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 523,248 shares; 2025Q1: 669,986 shares; 2025Q2: 684,534 shares; 2025Q3: 691,264 shares; 2025Q4: 746,700 shares; 2026Q1: 640,326 shares; 2026Q2: 631,809 shares; 2026Q3: 624,771 shares 624,771 $33.6M 1.61% -7,038 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,153 shares; 2025Q1: 44,780 shares; 2025Q2: 43,623 shares; 2025Q3: 42,306 shares; 2025Q4: 42,223 shares; 2026Q1: 42,423 shares; 2026Q2: 42,366 shares; 2026Q3: 42,469 shares 42,469 $32.5M 1.56% +103 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241,763 shares; 2025Q1: 248,235 shares; 2025Q2: 250,176 shares; 2025Q3: 268,843 shares; 2025Q4: 274,785 shares; 2026Q1: 227,285 shares; 2026Q2: 226,102 shares; 2026Q3: 223,110 shares 223,110 $30.4M 1.46% -2,992 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 252,834 shares; 2025Q1: 260,256 shares; 2025Q2: 269,307 shares; 2025Q3: 123,908 shares; 2025Q4: 125,624 shares; 2026Q1: 133,941 shares; 2026Q2: 129,495 shares; 2026Q3: 129,893 shares 129,893 $30.3M 1.45% +398 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 567,512 shares; 2025Q1: 638,745 shares; 2025Q2: 656,542 shares; 2025Q3: 713,960 shares; 2025Q4: 748,980 shares; 2026Q1: 926,883 shares; 2026Q2: 948,893 shares; 2026Q3: 1,002,726 shares 1,002,726 $27.9M 1.34% +53,833 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,574 shares; 2025Q1: 38,154 shares; 2025Q2: 45,803 shares; 2025Q3: 45,488 shares; 2025Q4: 46,248 shares; 2026Q1: 47,631 shares; 2026Q2: 47,447 shares; 2026Q3: 53,990 shares 53,990 $27.7M 1.33% +6,543 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542,367 shares; 2026Q2: 562,989 shares; 2026Q3: 607,907 shares 607,907 $27.3M 1.31% +44,918 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 860,541 shares; 2025Q1: 879,404 shares; 2025Q2: 890,652 shares; 2025Q3: 902,537 shares; 2025Q4: 920,862 shares; 2026Q1: 771,733 shares; 2026Q2: 763,063 shares; 2026Q3: 757,337 shares 757,337 $26.5M 1.27% -5,726 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236,607 shares; 2025Q1: 303,179 shares; 2025Q2: 313,733 shares; 2025Q3: 333,005 shares; 2025Q4: 360,082 shares; 2026Q1: 314,864 shares; 2026Q2: 315,709 shares; 2026Q3: 324,433 shares 324,433 $26.3M 1.26% +8,724 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166,909 shares; 2025Q1: 235,169 shares; 2025Q2: 242,781 shares; 2025Q3: 254,908 shares; 2025Q4: 299,590 shares; 2026Q1: 270,407 shares; 2026Q2: 267,741 shares; 2026Q3: 267,713 shares 267,713 $25.3M 1.21% -28 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 446,959 shares; 2025Q1: 560,423 shares; 2025Q2: 571,159 shares; 2025Q3: 575,744 shares; 2025Q4: 639,617 shares; 2026Q1: 556,985 shares; 2026Q2: 570,078 shares; 2026Q3: 587,121 shares 587,121 $24.6M 1.18% +17,043 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 708,752 shares; 2025Q1: 550,330 shares; 2025Q2: 418,153 shares; 2025Q3: 454,080 shares; 2025Q4: 506,100 shares; 2026Q1: 281,061 shares; 2026Q2: 279,727 shares; 2026Q3: 240,245 shares 240,245 $24.2M 1.16% -39,482 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; 2024Q4: 416,091 shares; 2025Q1: 454,446 shares; 2025Q2: 498,091 shares; 2025Q3: 150,398 shares; 2025Q4: 109,761 shares; 2026Q1: 104,527 shares; 2026Q2: 101,548 shares; 2026Q3: 952,750 shares 952,750 $23.9M 1.15% +851,202 Timeline RWK 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; 2024Q4: 154,708 shares; 2025Q1: 162,537 shares; 2025Q2: 161,746 shares; 2025Q3: 159,095 shares; 2025Q4: 164,309 shares; 2026Q1: 170,930 shares; 2026Q2: 172,713 shares; 2026Q3: 171,809 shares 171,809 $23.8M 1.14% -904 Timeline JSMD 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; 2024Q4: 226,394 shares; 2025Q1: 235,882 shares; 2025Q2: 234,772 shares; 2025Q3: 234,657 shares; 2025Q4: 241,490 shares; 2026Q1: 253,148 shares; 2026Q2: 256,416 shares; 2026Q3: 256,732 shares 256,732 $22.9M 1.1% +316 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 446,757 shares; 2025Q1: 514,112 shares; 2025Q2: 549,677 shares; 2025Q3: 657,870 shares; 2025Q4: 699,992 shares; 2026Q1: 702,048 shares; 2026Q2: 595,998 shares; 2026Q3: 398,221 shares 398,221 $18.9M 0.91% -197,777 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,929 shares; 2025Q1: 21,652 shares; 2025Q2: 22,844 shares; 2025Q3: 22,433 shares; 2025Q4: 22,145 shares; 2026Q1: 21,596 shares; 2026Q2: 26,734 shares; 2026Q3: 26,643 shares 26,643 $18.7M 0.9% -91 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; 2024Q4: 44,799 shares; 2025Q1: 47,168 shares; 2025Q2: 54,346 shares; 2025Q3: 54,720 shares; 2025Q4: 60,098 shares; 2026Q1: 66,062 shares; 2026Q2: 68,392 shares; 2026Q3: 72,377 shares 72,377 $18M 0.87% +3,985 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,226 shares; 2025Q1: 31,629 shares; 2025Q2: 38,880 shares; 2025Q3: 39,424 shares; 2025Q4: 42,185 shares; 2026Q1: 48,066 shares; 2026Q2: 49,500 shares; 2026Q3: 50,569 shares 50,569 $17.4M 0.84% +1,069 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,265 shares; 2025Q1: 136,376 shares; 2025Q2: 144,086 shares; 2025Q3: 176,776 shares; 2025Q4: 191,279 shares; 2026Q1: 207,469 shares; 2026Q2: 254,378 shares; 2026Q3: 171,590 shares 171,590 $17.3M 0.83% -82,788 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; 2024Q4: 245,960 shares; 2025Q1: 252,904 shares; 2025Q2: 255,613 shares; 2025Q3: 253,207 shares; 2025Q4: 252,938 shares; 2026Q1: 184,360 shares; 2026Q2: 184,243 shares; 2026Q3: 211,021 shares 211,021 $16.5M 0.79% +26,778 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,467 shares; 2025Q1: 47,140 shares; 2025Q2: 48,659 shares; 2025Q3: 47,721 shares; 2025Q4: 47,152 shares; 2026Q1: 48,063 shares; 2026Q2: 47,520 shares; 2026Q3: 47,879 shares 47,879 $16.3M 0.78% +359 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 324,751 shares; 2026Q2: 377,427 shares; 2026Q3: 431,048 shares 431,048 $15.2M 0.73% +53,621 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209,840 shares; 2025Q1: 224,913 shares; 2025Q2: 188,909 shares; 2025Q3: 198,386 shares; 2025Q4: 460,712 shares; 2026Q1: 272,925 shares; 2026Q2: 273,155 shares; 2026Q3: 273,270 shares 273,270 $13.8M 0.66% +115 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,436 shares; 2025Q1: 88,578 shares; 2025Q2: 78,922 shares; 2025Q3: 78,979 shares; 2025Q4: 80,363 shares; 2026Q1: 78,223 shares; 2026Q2: 78,223 shares; 2026Q3: 287,986 shares 287,986 $13.7M 0.66% +209,763 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 207,541 shares; 2025Q1: 219,783 shares; 2025Q2: 184,542 shares; 2025Q3: 196,363 shares; 2025Q4: 455,775 shares; 2026Q1: 253,626 shares; 2026Q2: 270,325 shares; 2026Q3: 263,708 shares 263,708 $13.3M 0.64% -6,617 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,043 shares; 2025Q1: 30,647 shares; 2025Q2: 35,809 shares; 2025Q3: 34,850 shares; 2025Q4: 33,821 shares; 2026Q1: 35,454 shares; 2026Q2: 35,926 shares; 2026Q3: 36,127 shares 36,127 $12.7M 0.61% +201 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 289,467 shares; 2025Q1: 306,085 shares; 2025Q2: 326,435 shares; 2025Q3: 333,925 shares; 2025Q4: 348,238 shares; 2026Q1: 295,376 shares; 2026Q2: 297,925 shares; 2026Q3: 301,287 shares 301,287 $12.6M 0.6% +3,362 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,545 shares; 2025Q1: 22,241 shares; 2025Q2: 22,926 shares; 2025Q3: 23,158 shares; 2025Q4: 23,607 shares; 2026Q1: 24,649 shares; 2026Q2: 25,539 shares; 2026Q3: 24,483 shares 24,483 $12.2M 0.59% -1,056 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; 2024Q4: 32,742 shares; 2025Q1: 32,586 shares; 2025Q2: 35,304 shares; 2025Q3: 35,181 shares; 2025Q4: 35,033 shares; 2026Q1: 35,957 shares; 2026Q2: 35,882 shares; 2026Q3: 36,714 shares 36,714 $12.1M 0.58% +832 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; 2024Q4: 10,341 shares; 2025Q1: 10,936 shares; 2025Q2: 12,878 shares; 2025Q3: 13,136 shares; 2025Q4: 12,676 shares; 2026Q1: 15,121 shares; 2026Q2: 14,547 shares; 2026Q3: 16,309 shares 16,309 $11.8M 0.57% +1,762 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,697 shares; 2025Q1: 36,207 shares; 2025Q2: 41,046 shares; 2025Q3: 8,349 shares; 2025Q4: 8,349 shares; 2026Q1: 8,349 shares; 2026Q2: 8,349 shares; 2026Q3: 420,371 shares 420,371 $10.2M 0.49% +412,022 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188,028 shares; 2025Q1: 236,140 shares; 2025Q2: 216,429 shares; 2025Q3: 239,065 shares; 2025Q4: 286,265 shares; 2026Q1: 270,450 shares; 2026Q2: 280,894 shares; 2026Q3: 218,100 shares 218,100 $10M 0.48% -62,794 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; 2024Q4: 17,694 shares; 2025Q1: 17,206 shares; 2025Q2: 16,843 shares; 2025Q3: 27,424 shares; 2025Q4: 25,678 shares; 2026Q1: 25,615 shares; 2026Q2: 25,686 shares; 2026Q3: 25,687 shares 25,687 $9.61M 0.46% +1 Timeline RWL 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; 2024Q4: 74,020 shares; 2025Q1: 74,020 shares; 2025Q2: 73,775 shares; 2025Q3: 71,901 shares; 2025Q4: 71,003 shares; 2026Q1: 72,877 shares; 2026Q2: 72,877 shares; 2026Q3: 72,662 shares 72,662 $9.35M 0.45% -215 Timeline PRF 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; 2024Q4: 186,221 shares; 2025Q1: 186,221 shares; 2025Q2: 176,864 shares; 2025Q3: 166,454 shares; 2025Q4: 166,132 shares; 2026Q1: 170,207 shares; 2026Q2: 170,207 shares; 2026Q3: 170,207 shares 170,207 $9.26M 0.44% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 55,419 shares 55,419 $9.02M 0.43% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,009 shares; 2025Q1: 20,329 shares; 2025Q2: 22,045 shares; 2025Q3: 21,464 shares; 2025Q4: 20,277 shares; 2026Q1: 23,956 shares; 2026Q2: 24,257 shares; 2026Q3: 24,914 shares 24,914 $8.95M 0.43% +657 Timeline PKW 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; 2024Q4: 64,084 shares; 2025Q1: 63,960 shares; 2025Q2: 63,960 shares; 2025Q3: 59,999 shares; 2025Q4: 59,999 shares; 2026Q1: 61,405 shares; 2026Q2: 61,405 shares; 2026Q3: 61,405 shares 61,405 $8.79M 0.42% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,505 shares; 2025Q1: 103,141 shares; 2025Q2: 102,959 shares; 2025Q3: 101,087 shares; 2025Q4: 101,071 shares; 2026Q1: 92,806 shares; 2026Q2: 96,323 shares; 2026Q3: 96,992 shares 96,992 $8.68M 0.42% +669 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; 2024Q4: 20,391 shares; 2025Q1: 20,578 shares; 2025Q2: 21,746 shares; 2025Q3: 21,317 shares; 2025Q4: 21,412 shares; 2026Q1: 21,596 shares; 2026Q2: 21,940 shares; 2026Q3: 21,492 shares 21,492 $8.5M 0.41% -448 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; 2024Q4: 63,230 shares; 2025Q1: 65,900 shares; 2025Q2: 71,896 shares; 2025Q3: 73,396 shares; 2025Q4: 75,591 shares; 2026Q1: 78,496 shares; 2026Q2: 79,264 shares; 2026Q3: 77,766 shares 77,766 $8.37M 0.4% -1,498 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; 2024Q4: 19,128 shares; 2025Q1: 19,754 shares; 2025Q2: 20,217 shares; 2025Q3: 20,419 shares; 2025Q4: 21,059 shares; 2026Q1: 21,378 shares; 2026Q2: 21,300 shares; 2026Q3: 20,986 shares 20,986 $8.33M 0.4% -314 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; 2024Q4: 4,996 shares; 2025Q1: 5,283 shares; 2025Q2: 5,844 shares; 2025Q3: 5,552 shares; 2025Q4: 5,713 shares; 2026Q1: 6,123 shares; 2026Q2: 6,392 shares; 2026Q3: 6,657 shares 6,657 $7.7M 0.37% +265 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; 2024Q4: 15,626 shares; 2025Q1: 15,776 shares; 2025Q2: 16,705 shares; 2025Q3: 17,130 shares; 2025Q4: 17,674 shares; 2026Q1: 19,480 shares; 2026Q2: 19,256 shares; 2026Q3: 18,845 shares 18,845 $7.49M 0.36% -411 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,601 shares; 2025Q1: 8,913 shares; 2025Q2: 8,924 shares; 2025Q3: 9,038 shares; 2025Q4: 8,932 shares; 2026Q1: 8,902 shares; 2026Q2: 8,656 shares; 2026Q3: 8,742 shares 8,742 $7.47M 0.36% +86 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; 2024Q4: 84,204 shares; 2025Q1: 87,490 shares; 2025Q2: 109,559 shares; 2025Q3: 107,244 shares; 2025Q4: 107,417 shares; 2026Q1: 106,696 shares; 2026Q2: 111,770 shares; 2026Q3: 114,516 shares 114,516 $7.22M 0.35% +2,746 Timeline INMU 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509,341 shares; 2026Q2: 391,176 shares; 2026Q3: 304,042 shares 304,042 $6.96M 0.33% -87,134 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,009 shares; 2025Q1: 118,774 shares; 2025Q2: 116,092 shares; 2025Q3: 107,020 shares; 2025Q4: 100,521 shares; 2026Q1: 87,861 shares; 2026Q2: 87,816 shares; 2026Q3: 132,750 shares 132,750 $6.8M 0.33% +44,934 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121,560 shares; 2026Q3: 135,377 shares 135,377 $6.73M 0.32% +13,817 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,993 shares; 2025Q1: 12,851 shares; 2025Q2: 13,164 shares; 2025Q3: 13,493 shares; 2025Q4: 14,845 shares; 2026Q1: 15,261 shares; 2026Q2: 15,803 shares; 2026Q3: 15,609 shares 15,609 $6.58M 0.32% -194 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,817 shares; 2025Q1: 28,665 shares; 2025Q2: 30,947 shares; 2025Q3: 32,172 shares; 2025Q4: 33,373 shares; 2026Q1: 33,193 shares; 2026Q2: 35,314 shares; 2026Q3: 35,628 shares 35,628 $6.56M 0.31% +314 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,263 shares; 2025Q1: 3,631 shares; 2025Q2: 5,288 shares; 2025Q3: 5,500 shares; 2025Q4: 5,583 shares; 2026Q1: 6,173 shares; 2026Q2: 11,740 shares; 2026Q3: 13,046 shares 13,046 $5.97M 0.29% +1,306 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,719 shares; 2025Q1: 9,719 shares; 2025Q2: 9,452 shares; 2025Q3: 9,183 shares; 2025Q4: 9,198 shares; 2026Q1: 9,339 shares; 2026Q2: 9,319 shares; 2026Q3: 8,994 shares 8,994 $5.92M 0.28% -325 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,959 shares; 2025Q1: 8,528 shares; 2025Q2: 9,498 shares; 2025Q3: 10,538 shares; 2025Q4: 11,568 shares; 2026Q1: 13,179 shares; 2026Q2: 23,373 shares; 2026Q3: 25,500 shares 25,500 $5.87M 0.28% +2,127 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; 2024Q4: 5,072 shares; 2025Q1: 5,835 shares; 2025Q2: 6,952 shares; 2025Q3: 7,162 shares; 2025Q4: 7,386 shares; 2026Q1: 8,549 shares; 2026Q2: 9,140 shares; 2026Q3: 9,530 shares 9,530 $5.83M 0.28% +390 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177,297 shares; 2025Q1: 179,374 shares; 2025Q2: 186,814 shares; 2025Q3: 247,176 shares; 2025Q4: 258,186 shares; 2026Q1: 257,107 shares; 2026Q2: 247,125 shares; 2026Q3: 239,266 shares 239,266 $5.8M 0.28% -7,859 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,106 shares; 2025Q1: 25,208 shares; 2025Q2: 25,699 shares; 2025Q3: 23,942 shares; 2025Q4: 25,123 shares; 2026Q1: 26,404 shares; 2026Q2: 26,770 shares; 2026Q3: 27,325 shares 27,325 $5.66M 0.27% +555 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 360 shares; 2025Q1: 837 shares; 2025Q2: 1,049 shares; 2025Q3: 1,037 shares; 2025Q4: 1,058 shares; 2026Q1: 1,314 shares; 2026Q2: 2,683 shares; 2026Q3: 3,109 shares 3,109 $5.63M 0.27% +426 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 171,848 shares; 2025Q1: 178,103 shares; 2025Q2: 185,555 shares; 2025Q3: 221,111 shares; 2025Q4: 227,156 shares; 2026Q1: 233,352 shares; 2026Q2: 233,352 shares; 2026Q3: 232,926 shares 232,926 $5.62M 0.27% -426 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247,752 shares; 2025Q1: 237,980 shares; 2025Q2: 237,666 shares; 2025Q3: 234,607 shares; 2025Q4: 223,906 shares; 2026Q1: 208,810 shares; 2026Q2: 208,595 shares; 2026Q3: 208,622 shares 208,622 $5.4M 0.26% +27 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; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 3,199 shares; 2025Q3: 3,131 shares; 2025Q4: 3,269 shares; 2026Q1: 4,331 shares; 2026Q2: 4,776 shares; 2026Q3: 4,969 shares 4,969 $5.29M 0.25% +193 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,237 shares; 2025Q1: 20,126 shares; 2025Q2: 22,377 shares; 2025Q3: 21,743 shares; 2025Q4: 20,691 shares; 2026Q1: 20,532 shares; 2026Q2: 27,339 shares; 2026Q3: 62,005 shares 62,005 $5.23M 0.25% +34,666 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; 2024Q4: 16,965 shares; 2025Q1: 16,805 shares; 2025Q2: 17,424 shares; 2025Q3: 16,735 shares; 2025Q4: 16,522 shares; 2026Q1: 16,643 shares; 2026Q2: 16,878 shares; 2026Q3: 16,923 shares 16,923 $5.15M 0.25% +45 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; 2024Q4: 102,755 shares; 2025Q1: 106,511 shares; 2025Q2: 125,803 shares; 2025Q3: 124,867 shares; 2025Q4: 121,692 shares; 2026Q1: 95,194 shares; 2026Q2: 96,974 shares; 2026Q3: 97,092 shares 97,092 $5.13M 0.25% +118 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,951 shares; 2025Q1: 6,329 shares; 2025Q2: 6,893 shares; 2025Q3: 6,597 shares; 2025Q4: 8,293 shares; 2026Q1: 9,145 shares; 2026Q2: 8,657 shares; 2026Q3: 9,297 shares 9,297 $5.13M 0.25% +640 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,230 shares; 2025Q1: 35,832 shares; 2025Q2: 37,471 shares; 2025Q3: 39,359 shares; 2025Q4: 40,625 shares; 2026Q1: 42,469 shares; 2026Q2: 38,327 shares; 2026Q3: 24,917 shares 24,917 $5.09M 0.24% -13,410 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,287 shares; 2025Q1: 28,653 shares; 2025Q2: 29,961 shares; 2025Q3: 31,647 shares; 2025Q4: 32,912 shares; 2026Q1: 19,429 shares; 2026Q2: 19,135 shares; 2026Q3: 19,123 shares 19,123 $5.06M 0.24% -12 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; 2024Q4: 5,509 shares; 2025Q1: 5,358 shares; 2025Q2: 5,499 shares; 2025Q3: 5,079 shares; 2025Q4: 5,015 shares; 2026Q1: 5,631 shares; 2026Q2: 5,410 shares; 2026Q3: 5,541 shares 5,541 $5.04M 0.24% +131 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; 2024Q4: 90,423 shares; 2025Q1: 91,625 shares; 2025Q2: 82,591 shares; 2025Q3: 71,709 shares; 2025Q4: 67,324 shares; 2026Q1: 57,484 shares; 2026Q2: 66,872 shares; 2026Q3: 87,960 shares 87,960 $4.98M 0.24% +21,088 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; 2024Q4: 8,955 shares; 2025Q1: 10,066 shares; 2025Q2: 11,462 shares; 2025Q3: 12,503 shares; 2025Q4: 13,562 shares; 2026Q1: 31,176 shares; 2026Q2: 31,697 shares; 2026Q3: 33,306 shares 33,306 $4.87M 0.23% +1,609 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; 2024Q4: 13,592 shares; 2025Q1: 13,958 shares; 2025Q2: 14,251 shares; 2025Q3: 14,090 shares; 2025Q4: 14,696 shares; 2026Q1: 16,306 shares; 2026Q2: 17,955 shares; 2026Q3: 18,141 shares 18,141 $4.71M 0.23% +186 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 591,854 shares; 2025Q1: 623,211 shares; 2025Q2: 590,469 shares; 2025Q3: 594,156 shares; 2025Q4: 671,112 shares; 2026Q1: 264,865 shares; 2026Q2: 286,539 shares; 2026Q3: 193,138 shares 193,138 $4.61M 0.22% -93,401 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; 2024Q4: 17,482 shares; 2025Q1: 18,909 shares; 2025Q2: 21,078 shares; 2025Q3: 24,400 shares; 2025Q4: 27,900 shares; 2026Q1: 30,046 shares; 2026Q2: 30,095 shares; 2026Q3: 30,907 shares 30,907 $4.61M 0.22% +812 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 103,792 shares 103,792 $4.42M 0.21% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,387 shares; 2025Q1: 14,537 shares; 2025Q2: 15,546 shares; 2025Q3: 15,596 shares; 2025Q4: 15,355 shares; 2026Q1: 16,835 shares; 2026Q2: 16,399 shares; 2026Q3: 16,844 shares 16,844 $4.41M 0.21% +445 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,881 shares; 2025Q1: 5,732 shares; 2025Q2: 8,554 shares; 2025Q3: 8,577 shares; 2025Q4: 9,102 shares; 2026Q1: 10,776 shares; 2026Q2: 11,580 shares; 2026Q3: 12,404 shares 12,404 $4.4M 0.21% +824 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; 2024Q4: 2,630 shares; 2025Q1: 2,995 shares; 2025Q2: 2,628 shares; 2025Q3: 3,565 shares; 2025Q4: 3,578 shares; 2026Q1: 9,392 shares; 2026Q2: 11,340 shares; 2026Q3: 11,173 shares 11,173 $4.1M 0.2% -167 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,189 shares; 2025Q1: 22,362 shares; 2025Q2: 22,639 shares; 2025Q3: 22,796 shares; 2025Q4: 23,001 shares; 2026Q1: 23,361 shares; 2026Q2: 23,517 shares; 2026Q3: 22,913 shares 22,913 $3.9M 0.19% -604 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; 2024Q4: 16,965 shares; 2025Q1: 17,238 shares; 2025Q2: 17,632 shares; 2025Q3: 16,999 shares; 2025Q4: 17,227 shares; 2026Q1: 17,575 shares; 2026Q2: 17,747 shares; 2026Q3: 17,543 shares 17,543 $3.9M 0.19% -204 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; 2024Q4: 193,508 shares; 2025Q1: 201,751 shares; 2025Q2: 202,362 shares; 2025Q3: 209,919 shares; 2025Q4: 412,584 shares; 2026Q1: 65,244 shares; 2026Q2: 64,145 shares; 2026Q3: 63,213 shares 63,213 $3.89M 0.19% -932 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,339 shares; 2025Q1: 55,028 shares; 2025Q2: 55,338 shares; 2025Q3: 54,574 shares; 2025Q4: 55,239 shares; 2026Q1: 55,775 shares; 2026Q2: 55,805 shares; 2026Q3: 63,830 shares 63,830 $3.74M 0.18% +8,025 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,145 shares; 2025Q1: 88,490 shares; 2025Q2: 98,247 shares; 2025Q3: 97,607 shares; 2025Q4: 95,185 shares; 2026Q1: 93,719 shares; 2026Q2: 116,763 shares; 2026Q3: 116,773 shares 116,773 $3.57M 0.17% +10 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,505 shares; 2025Q1: 63,439 shares; 2025Q2: 69,559 shares; 2025Q3: 69,361 shares; 2025Q4: 74,489 shares; 2026Q1: 76,701 shares; 2026Q2: 78,569 shares; 2026Q3: 76,221 shares 76,221 $3.55M 0.17% -2,348 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; 2024Q4: 1,022 shares; 2025Q1: 1,006 shares; 2025Q2: 1,262 shares; 2025Q3: 1,278 shares; 2025Q4: 1,269 shares; 2026Q1: 1,478 shares; 2026Q2: 1,483 shares; 2026Q3: 3,672 shares 3,672 $3.49M 0.17% +2,189 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; 2024Q4: 32,471 shares; 2025Q1: 32,478 shares; 2025Q2: 35,219 shares; 2025Q3: 33,829 shares; 2025Q4: 34,458 shares; 2026Q1: 35,691 shares; 2026Q2: 34,666 shares; 2026Q3: 34,898 shares 34,898 $3.41M 0.16% +232 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,135 shares; 2025Q1: 2,194 shares; 2025Q2: 2,622 shares; 2025Q3: 2,612 shares; 2025Q4: 21,936 shares; 2026Q1: 30,169 shares; 2026Q2: 28,757 shares; 2026Q3: 48,188 shares 48,188 $3.35M 0.16% +19,431 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,589 shares; 2025Q1: 11,983 shares; 2025Q2: 12,525 shares; 2025Q3: 12,828 shares; 2025Q4: 13,260 shares; 2026Q1: 14,014 shares; 2026Q2: 14,015 shares; 2026Q3: 14,275 shares 14,275 $3.3M 0.16% +260 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191 shares; 2025Q1: 206 shares; 2025Q2: 232 shares; 2025Q3: 557 shares; 2025Q4: 625 shares; 2026Q1: 764 shares; 2026Q2: 19,927 shares; 2026Q3: 19,844 shares 19,844 $3.23M 0.16% -83 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; 2024Q4: 54,063 shares; 2025Q1: 58,103 shares; 2025Q2: 57,616 shares; 2025Q3: 55,706 shares; 2025Q4: 55,946 shares; 2026Q1: 50,462 shares; 2026Q2: 57,111 shares; 2026Q3: 58,599 shares 58,599 $3.03M 0.15% +1,488 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; 2024Q4: 49,556 shares; 2025Q1: 51,231 shares; 2025Q2: 51,152 shares; 2025Q3: 47,553 shares; 2025Q4: 49,003 shares; 2026Q1: 51,916 shares; 2026Q2: 49,118 shares; 2026Q3: 48,564 shares 48,564 $3.03M 0.15% -554 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; 2024Q4: 26,006 shares; 2025Q1: 26,119 shares; 2025Q2: 28,194 shares; 2025Q3: 28,345 shares; 2025Q4: 27,425 shares; 2026Q1: 28,394 shares; 2026Q2: 28,319 shares; 2026Q3: 28,843 shares 28,843 $3.03M 0.15% +524 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; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,019 shares 4,019 $2.98M 0.14% +19 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,196 shares; 2025Q1: 9,227 shares; 2025Q2: 9,603 shares; 2025Q3: 9,770 shares; 2025Q4: 9,911 shares; 2026Q1: 10,372 shares; 2026Q2: 11,059 shares; 2026Q3: 10,742 shares 10,742 $2.97M 0.14% -317 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; 2024Q4: not reported; 2025Q1: 4,149 shares; 2025Q2: 5,992 shares; 2025Q3: 6,063 shares; 2025Q4: 5,924 shares; 2026Q1: 7,305 shares; 2026Q2: 35,704 shares; 2026Q3: 42,599 shares 42,599 $2.92M 0.14% +6,895 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; 2024Q4: 11,974 shares; 2025Q1: 12,142 shares; 2025Q2: 12,842 shares; 2025Q3: 13,643 shares; 2025Q4: 14,313 shares; 2026Q1: 14,768 shares; 2026Q2: 14,621 shares; 2026Q3: 15,371 shares 15,371 $2.83M 0.14% +750 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,023 shares; 2025Q1: 26,023 shares; 2025Q2: 26,391 shares; 2025Q3: 26,391 shares; 2025Q4: 26,391 shares; 2026Q1: 26,391 shares; 2026Q2: 26,391 shares; 2026Q3: 26,391 shares 26,391 $2.82M 0.14% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,922 shares; 2025Q1: 4,456 shares; 2025Q2: 8,030 shares; 2025Q3: 9,017 shares; 2025Q4: 9,642 shares; 2026Q1: 10,113 shares; 2026Q2: 9,941 shares; 2026Q3: 11,412 shares 11,412 $2.74M 0.13% +1,471 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; 2024Q4: 5,259 shares; 2025Q1: 6,636 shares; 2025Q2: 6,538 shares; 2025Q3: 6,769 shares; 2025Q4: 6,715 shares; 2026Q1: 7,811 shares; 2026Q2: 8,014 shares; 2026Q3: 8,047 shares 8,047 $2.65M 0.13% +33 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,137 shares; 2025Q1: 45,145 shares; 2025Q2: 52,283 shares; 2025Q3: 94,040 shares; 2025Q4: 100,868 shares; 2026Q1: 106,798 shares; 2026Q2: 106,267 shares; 2026Q3: 105,861 shares 105,861 $2.64M 0.13% -406 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,657 shares; 2025Q1: 52,884 shares; 2025Q2: 54,566 shares; 2025Q3: 66,831 shares; 2025Q4: 66,914 shares; 2026Q1: 43,305 shares; 2026Q2: 43,186 shares; 2026Q3: 43,759 shares 43,759 $2.55M 0.12% +573 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 566 shares; 2025Q1: 581 shares; 2025Q2: 747 shares; 2025Q3: 733 shares; 2025Q4: 2,870 shares; 2026Q1: 3,990 shares; 2026Q2: 4,767 shares; 2026Q3: 18,492 shares 18,492 $2.48M 0.12% +13,725 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 6,527 shares; 2025Q4: 8,942 shares; 2026Q1: 13,269 shares; 2026Q2: 15,965 shares; 2026Q3: 17,742 shares 17,742 $2.45M 0.12% +1,777 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,571 shares; 2025Q1: 5,645 shares; 2025Q2: 6,217 shares; 2025Q3: 6,304 shares; 2025Q4: 6,734 shares; 2026Q1: 6,353 shares; 2026Q2: 5,983 shares; 2026Q3: 6,189 shares 6,189 $2.44M 0.12% +206 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,826 shares; 2025Q1: 1,805 shares; 2025Q2: 2,475 shares; 2025Q3: 2,561 shares; 2025Q4: 2,576 shares; 2026Q1: 2,907 shares; 2026Q2: 2,943 shares; 2026Q3: 3,008 shares 3,008 $2.44M 0.12% +65 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; 2024Q4: 975 shares; 2025Q1: 1,032 shares; 2025Q2: 1,091 shares; 2025Q3: 1,102 shares; 2025Q4: 1,146 shares; 2026Q1: 1,228 shares; 2026Q2: 1,228 shares; 2026Q3: 3,227 shares 3,227 $2.43M 0.12% +1,999 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,489 shares; 2025Q1: 12,943 shares; 2025Q2: 17,225 shares; 2025Q3: 18,480 shares; 2025Q4: 19,056 shares; 2026Q1: 22,797 shares; 2026Q2: 23,921 shares; 2026Q3: 23,225 shares 23,225 $2.41M 0.12% -696 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,360 shares; 2025Q1: 44,556 shares; 2025Q2: 42,835 shares; 2025Q3: 42,645 shares; 2025Q4: 42,649 shares; 2026Q1: 49,134 shares; 2026Q2: 54,717 shares; 2026Q3: 53,841 shares 53,841 $2.29M 0.11% -876 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; 2024Q4: 23,937 shares; 2025Q1: 25,652 shares; 2025Q2: 27,568 shares; 2025Q3: 24,247 shares; 2025Q4: 25,178 shares; 2026Q1: 27,267 shares; 2026Q2: 29,316 shares; 2026Q3: 15,605 shares 15,605 $2.27M 0.11% -13,711 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,066 shares; 2025Q1: 9,499 shares; 2025Q2: 10,908 shares; 2025Q3: 11,235 shares; 2025Q4: 11,385 shares; 2026Q1: 12,766 shares; 2026Q2: 12,097 shares; 2026Q3: 12,189 shares 12,189 $2.26M 0.11% +92 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,433 shares; 2025Q1: 43,478 shares; 2025Q2: 43,528 shares; 2025Q3: 41,426 shares; 2025Q4: 41,426 shares; 2026Q1: 43,528 shares; 2026Q2: 43,528 shares; 2026Q3: 43,528 shares 43,528 $2.26M 0.11% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,991 shares; 2025Q1: 21,991 shares; 2025Q2: 23,825 shares; 2025Q3: 22,829 shares; 2025Q4: 22,071 shares; 2026Q1: 21,767 shares; 2026Q2: 21,707 shares; 2026Q3: 21,707 shares 21,707 $2.26M 0.11% 0 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; 2024Q4: 1,221 shares; 2025Q1: 1,488 shares; 2025Q2: 1,761 shares; 2025Q3: 1,961 shares; 2025Q4: 1,974 shares; 2026Q1: 2,144 shares; 2026Q2: 1,976 shares; 2026Q3: 6,703 shares 6,703 $2.22M 0.11% +4,727 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; 2024Q4: 51,636 shares; 2025Q1: 57,199 shares; 2025Q2: 61,287 shares; 2025Q3: 14,832 shares; 2025Q4: 13,883 shares; 2026Q1: 13,602 shares; 2026Q2: 15,737 shares; 2026Q3: 47,833 shares 47,833 $2.2M 0.11% +32,096 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,972 shares; 2025Q1: 20,077 shares; 2025Q2: 35,912 shares; 2025Q3: 74,971 shares; 2025Q4: 84,510 shares; 2026Q1: 95,276 shares; 2026Q2: 94,399 shares; 2026Q3: 95,690 shares 95,690 $2.17M 0.1% +1,291 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,593 shares; 2025Q1: 34,875 shares; 2025Q2: 38,988 shares; 2025Q3: 38,424 shares; 2025Q4: 37,239 shares; 2026Q1: 25,088 shares; 2026Q2: 26,517 shares; 2026Q3: 27,503 shares 27,503 $2.13M 0.1% +986 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,922 shares; 2025Q1: 2,063 shares; 2025Q2: 2,382 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,824 shares; 2026Q2: 24,772 shares; 2026Q3: 30,344 shares 30,344 $2.12M 0.1% +5,572 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,828 shares; 2025Q2: 10,432 shares; 2025Q3: 10,031 shares; 2025Q4: 11,245 shares; 2026Q1: 15,000 shares; 2026Q2: 17,574 shares; 2026Q3: 17,320 shares 17,320 $2.08M 0.1% -254 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,225 shares; 2025Q1: 18,279 shares; 2025Q2: 18,225 shares; 2025Q3: 18,225 shares; 2025Q4: 18,225 shares; 2026Q1: 18,225 shares; 2026Q2: 18,225 shares; 2026Q3: 18,225 shares 18,225 $2.07M 0.1% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 426 shares; 2025Q1: 485 shares; 2025Q2: 777 shares; 2025Q3: 751 shares; 2025Q4: 822 shares; 2026Q1: 1,108 shares; 2026Q2: not reported; 2026Q3: 7,439 shares 7,439 $2.05M 0.1% new Timeline QQQM 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,661 shares; 2026Q3: 6,661 shares 6,661 $2.03M 0.1% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,629 shares; 2026Q3: 12,608 shares 12,608 $2.03M 0.1% +10,979 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,753 shares; 2025Q1: 51,241 shares; 2025Q2: 51,476 shares; 2025Q3: 49,885 shares; 2025Q4: 49,224 shares; 2026Q1: 48,327 shares; 2026Q2: 19,618 shares; 2026Q3: 18,979 shares 18,979 $2.01M 0.1% -639 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,554 shares; 2025Q1: 2,558 shares; 2025Q2: 2,553 shares; 2025Q3: 4,390 shares; 2025Q4: 4,102 shares; 2026Q1: 4,102 shares; 2026Q2: 16,261 shares; 2026Q3: 16,011 shares 16,011 $2.01M 0.1% -250 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,118 shares; 2025Q1: 55,118 shares; 2025Q2: 54,675 shares; 2025Q3: 53,070 shares; 2025Q4: 53,010 shares; 2026Q1: 47,659 shares; 2026Q2: 49,498 shares; 2026Q3: 50,481 shares 50,481 $2M 0.1% +983 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,319 shares; 2025Q1: 1,333 shares; 2025Q2: 1,313 shares; 2025Q3: 1,352 shares; 2025Q4: 1,361 shares; 2026Q1: 1,370 shares; 2026Q2: 1,405 shares; 2026Q3: 685 shares 685 $1.94M 0.09% -720 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,874 shares; 2025Q3: 71,291 shares; 2025Q4: 81,967 shares; 2026Q1: 88,825 shares; 2026Q2: 87,893 shares; 2026Q3: 89,273 shares 89,273 $1.89M 0.09% +1,380 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,216 shares; 2025Q1: 12,125 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares; 2025Q4: 12,073 shares; 2026Q1: 12,030 shares; 2026Q2: 12,054 shares; 2026Q3: 12,021 shares 12,021 $1.87M 0.09% -33 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,724 shares; 2025Q1: 4,019 shares; 2025Q2: 4,506 shares; 2025Q3: 4,647 shares; 2025Q4: 4,656 shares; 2026Q1: 5,022 shares; 2026Q2: 5,677 shares; 2026Q3: 5,679 shares 5,679 $1.77M 0.09% +2 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; 2024Q4: 19,178 shares; 2025Q1: 16,649 shares; 2025Q2: 63,198 shares; 2025Q3: 63,844 shares; 2025Q4: 73,671 shares; 2026Q1: 78,598 shares; 2026Q2: 59,575 shares; 2026Q3: 80,385 shares 80,385 $1.75M 0.08% +20,810 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; 2024Q4: 18,480 shares; 2025Q1: 17,892 shares; 2025Q2: 24,276 shares; 2025Q3: 25,034 shares; 2025Q4: 25,798 shares; 2026Q1: 30,321 shares; 2026Q2: 31,347 shares; 2026Q3: 32,093 shares 32,093 $1.75M 0.08% +746 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; 2024Q4: 5,017 shares; 2025Q1: 5,724 shares; 2025Q2: 7,273 shares; 2025Q3: 7,697 shares; 2025Q4: 7,358 shares; 2026Q1: 7,851 shares; 2026Q2: 8,520 shares; 2026Q3: 9,007 shares 9,007 $1.72M 0.08% +487 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,153 shares; 2026Q2: 12,300 shares; 2026Q3: 17,556 shares 17,556 $1.69M 0.08% +5,256 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares; 2026Q3: 3,300 shares 3,300 $1.68M 0.08% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,766 shares; 2026Q3: 22,766 shares 22,766 $1.68M 0.08% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,162 shares; 2025Q1: 6,272 shares; 2025Q2: 7,753 shares; 2025Q3: 7,944 shares; 2025Q4: 8,079 shares; 2026Q1: 9,002 shares; 2026Q2: 8,847 shares; 2026Q3: 8,868 shares 8,868 $1.67M 0.08% +21 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; 2024Q4: 1,407 shares; 2025Q1: 1,443 shares; 2025Q2: 1,575 shares; 2025Q3: 1,852 shares; 2025Q4: 1,941 shares; 2026Q1: 2,146 shares; 2026Q2: 2,289 shares; 2026Q3: 2,417 shares 2,417 $1.63M 0.08% +128 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,642 shares; 2025Q1: 8,025 shares; 2025Q2: 8,035 shares; 2025Q3: 8,423 shares; 2025Q4: 8,881 shares; 2026Q1: 8,743 shares; 2026Q2: 8,801 shares; 2026Q3: 8,752 shares 8,752 $1.62M 0.08% -49 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; 2024Q4: 20,305 shares; 2025Q1: 19,603 shares; 2025Q2: 17,515 shares; 2025Q3: 17,515 shares; 2025Q4: 17,515 shares; 2026Q1: 17,515 shares; 2026Q2: 17,515 shares; 2026Q3: 17,848 shares 17,848 $1.6M 0.08% +333 Timeline PRFZ 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; 2024Q4: 33,492 shares; 2025Q1: 33,492 shares; 2025Q2: 33,492 shares; 2025Q3: 31,821 shares; 2025Q4: 29,916 shares; 2026Q1: 30,390 shares; 2026Q2: 30,390 shares; 2026Q3: 30,390 shares 30,390 $1.59M 0.08% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,904 shares; 2025Q1: 9,740 shares; 2025Q2: 12,750 shares; 2025Q3: 9,154 shares; 2025Q4: 13,321 shares; 2026Q1: 15,117 shares; 2026Q2: 16,333 shares; 2026Q3: 18,263 shares 18,263 $1.58M 0.08% +1,930 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; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 2,828 shares; 2025Q3: 2,365 shares; 2025Q4: 2,435 shares; 2026Q1: 2,835 shares; 2026Q2: 2,900 shares; 2026Q3: 3,084 shares 3,084 $1.58M 0.08% +184 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,515 shares; 2025Q1: 13,669 shares; 2025Q2: 14,503 shares; 2025Q3: 14,574 shares; 2025Q4: 13,457 shares; 2026Q1: 13,860 shares; 2026Q2: 15,240 shares; 2026Q3: 15,829 shares 15,829 $1.56M 0.08% +589 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,564 shares; 2025Q1: 29,349 shares; 2025Q2: 25,604 shares; 2025Q3: 25,256 shares; 2025Q4: 17,518 shares; 2026Q1: 13,565 shares; 2026Q2: 13,513 shares; 2026Q3: 11,333 shares 11,333 $1.56M 0.07% -2,180 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; 2024Q4: 4,230 shares; 2025Q1: 4,168 shares; 2025Q2: 5,270 shares; 2025Q3: 5,558 shares; 2025Q4: 5,307 shares; 2026Q1: 6,228 shares; 2026Q2: 6,013 shares; 2026Q3: 7,587 shares 7,587 $1.54M 0.07% +1,574 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; 2024Q4: 3,176 shares; 2025Q1: 3,927 shares; 2025Q2: 6,102 shares; 2025Q3: 6,266 shares; 2025Q4: 6,196 shares; 2026Q1: 7,559 shares; 2026Q2: 7,373 shares; 2026Q3: 8,121 shares 8,121 $1.52M 0.07% +748 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; 2024Q4: 21,213 shares; 2025Q1: 21,898 shares; 2025Q2: 23,158 shares; 2025Q3: 24,310 shares; 2025Q4: 25,511 shares; 2026Q1: 27,015 shares; 2026Q2: 10,524 shares; 2026Q3: 10,849 shares 10,849 $1.49M 0.07% +325 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; 2024Q4: 5,386 shares; 2025Q1: 5,340 shares; 2025Q2: 6,259 shares; 2025Q3: 6,203 shares; 2025Q4: 5,040 shares; 2026Q1: 5,587 shares; 2026Q2: 6,788 shares; 2026Q3: 5,229 shares 5,229 $1.49M 0.07% -1,559 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; 2024Q4: 5,511 shares; 2025Q1: 5,316 shares; 2025Q2: 5,984 shares; 2025Q3: 5,734 shares; 2025Q4: 6,205 shares; 2026Q1: 6,340 shares; 2026Q2: 6,359 shares; 2026Q3: 6,347 shares 6,347 $1.48M 0.07% -12 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; 2024Q4: 8,698 shares; 2025Q1: 8,730 shares; 2025Q2: 9,227 shares; 2025Q3: 8,959 shares; 2025Q4: 7,666 shares; 2026Q1: 7,684 shares; 2026Q2: 6,611 shares; 2026Q3: 6,564 shares 6,564 $1.46M 0.07% -47 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,087 shares; 2025Q1: 21,457 shares; 2025Q2: 20,598 shares; 2025Q3: 23,006 shares; 2025Q4: 23,505 shares; 2026Q1: 24,202 shares; 2026Q2: 23,443 shares; 2026Q3: 11,501 shares 11,501 $1.46M 0.07% -11,942 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,704 shares; 2025Q4: 41,023 shares; 2026Q1: 76,605 shares; 2026Q2: 70,766 shares; 2026Q3: 72,214 shares 72,214 $1.45M 0.07% +1,448 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,911 shares; 2025Q1: 3,173 shares; 2025Q2: 3,486 shares; 2025Q3: 3,260 shares; 2025Q4: 2,641 shares; 2026Q1: 3,741 shares; 2026Q2: 3,755 shares; 2026Q3: 2,928 shares 2,928 $1.39M 0.07% -827 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; 2024Q4: 31,161 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,160 shares; 2025Q4: 31,160 shares; 2026Q1: 31,160 shares; 2026Q2: 31,160 shares; 2026Q3: 31,160 shares 31,160 $1.38M 0.07% 0 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; 2024Q4: 725 shares; 2025Q1: 783 shares; 2025Q2: 1,169 shares; 2025Q3: 1,218 shares; 2025Q4: 1,243 shares; 2026Q1: 1,493 shares; 2026Q2: 1,489 shares; 2026Q3: 1,500 shares 1,500 $1.35M 0.06% +11 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,513 shares; 2025Q1: 111,264 shares; 2025Q2: 117,214 shares; 2025Q3: 127,865 shares; 2025Q4: 138,491 shares; 2026Q1: 61,057 shares; 2026Q2: 52,773 shares; 2026Q3: 46,763 shares 46,763 $1.33M 0.06% -6,010 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; 2024Q4: 13,652 shares; 2025Q1: 13,994 shares; 2025Q2: 14,758 shares; 2025Q3: 14,282 shares; 2025Q4: 16,400 shares; 2026Q1: 7,004 shares; 2026Q2: 6,027 shares; 2026Q3: 6,007 shares 6,007 $1.33M 0.06% -20 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,583 shares 4,583 $1.31M 0.06% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 501 shares; 2025Q4: 508 shares; 2026Q1: 588 shares; 2026Q2: 6,063 shares; 2026Q3: 6,499 shares 6,499 $1.27M 0.06% +436 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 1,188 shares; 2026Q1: 1,249 shares; 2026Q2: 1,296 shares; 2026Q3: 1,348 shares 1,348 $1.24M 0.06% +52 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; 2024Q4: 9,544 shares; 2025Q1: 9,524 shares; 2025Q2: 12,083 shares; 2025Q3: 12,555 shares; 2025Q4: 12,958 shares; 2026Q1: 14,145 shares; 2026Q2: 14,682 shares; 2026Q3: 15,526 shares 15,526 $1.24M 0.06% +844 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,592 shares; 2025Q1: 17,797 shares; 2025Q2: 18,245 shares; 2025Q3: 17,950 shares; 2025Q4: 18,483 shares; 2026Q1: 18,562 shares; 2026Q2: 17,974 shares; 2026Q3: 18,369 shares 18,369 $1.23M 0.06% +395 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,968 shares; 2025Q1: 29,362 shares; 2025Q2: 30,502 shares; 2025Q3: 30,446 shares; 2025Q4: 26,640 shares; 2026Q1: 26,654 shares; 2026Q2: 25,212 shares; 2026Q3: 23,841 shares 23,841 $1.16M 0.06% -1,371 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; 2024Q4: 12,677 shares; 2025Q1: 12,726 shares; 2025Q2: 13,433 shares; 2025Q3: 12,327 shares; 2025Q4: 14,170 shares; 2026Q1: 14,882 shares; 2026Q2: 14,083 shares; 2026Q3: 6,226 shares 6,226 $1.14M 0.05% -7,857 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; 2024Q4: 4,409 shares; 2025Q1: 4,182 shares; 2025Q2: 4,342 shares; 2025Q3: 4,465 shares; 2025Q4: 4,559 shares; 2026Q1: 4,699 shares; 2026Q2: 4,551 shares; 2026Q3: 4,587 shares 4,587 $1.13M 0.05% +36 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,705 shares; 2025Q1: 67,506 shares; 2025Q2: 65,489 shares; 2025Q3: 65,489 shares; 2025Q4: 64,664 shares; 2026Q1: 63,821 shares; 2026Q2: 62,865 shares; 2026Q3: 48,138 shares 48,138 $1.13M 0.05% -14,727 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,596 shares; 2025Q1: 3,764 shares; 2025Q2: 6,117 shares; 2025Q3: 6,347 shares; 2025Q4: 6,457 shares; 2026Q1: 7,811 shares; 2026Q2: 8,227 shares; 2026Q3: 8,695 shares 8,695 $1.13M 0.05% +468 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,576 shares; 2025Q1: 1,631 shares; 2025Q2: 1,876 shares; 2025Q3: 1,929 shares; 2025Q4: 1,985 shares; 2026Q1: 1,979 shares; 2026Q2: 1,994 shares; 2026Q3: 2,051 shares 2,051 $1.12M 0.05% +57 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,982 shares; 2025Q1: 1,969 shares; 2025Q2: 2,200 shares; 2025Q3: 2,272 shares; 2025Q4: 2,176 shares; 2026Q1: 2,427 shares; 2026Q2: 2,467 shares; 2026Q3: 2,591 shares 2,591 $1.11M 0.05% +124 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,270 shares; 2025Q1: 14,737 shares; 2025Q2: 32,513 shares; 2025Q3: 33,039 shares; 2025Q4: 32,679 shares; 2026Q1: 33,598 shares; 2026Q2: 24,503 shares; 2026Q3: 22,036 shares 22,036 $1.09M 0.05% -2,467 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; 2024Q4: 3,442 shares; 2025Q1: 3,493 shares; 2025Q2: 3,627 shares; 2025Q3: 3,635 shares; 2025Q4: 3,773 shares; 2026Q1: 4,084 shares; 2026Q2: 3,491 shares; 2026Q3: 3,500 shares 3,500 $1.08M 0.05% +9 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,465 shares; 2025Q1: 13,465 shares; 2025Q2: 13,465 shares; 2025Q3: 13,465 shares; 2025Q4: 26,930 shares; 2026Q1: 26,930 shares; 2026Q2: 26,930 shares; 2026Q3: 27,290 shares 27,290 $1.08M 0.05% +360 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,026 shares; 2025Q1: 4,437 shares; 2025Q2: 4,771 shares; 2025Q3: 4,635 shares; 2025Q4: 5,100 shares; 2026Q1: 5,521 shares; 2026Q2: 5,281 shares; 2026Q3: 5,143 shares 5,143 $1.08M 0.05% -138 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,000 shares; 2025Q1: 7,007 shares; 2025Q2: 7,057 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares; 2026Q3: 7,000 shares 7,000 $1.06M 0.05% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 4,563 shares; 2025Q4: 4,064 shares; 2026Q1: 4,165 shares; 2026Q2: 4,183 shares; 2026Q3: 4,183 shares 4,183 $1.04M 0.05% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 598 shares; 2025Q1: 615 shares; 2025Q2: 858 shares; 2025Q3: 904 shares; 2025Q4: 864 shares; 2026Q1: 936 shares; 2026Q2: 925 shares; 2026Q3: 972 shares 972 $1.03M 0.05% +47 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,442 shares; 2025Q1: 4,405 shares; 2025Q2: 4,039 shares; 2025Q3: 3,890 shares; 2025Q4: 4,023 shares; 2026Q1: 3,534 shares; 2026Q2: 4,822 shares; 2026Q3: 4,864 shares 4,864 $1.02M 0.05% +42 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,610 shares; 2025Q1: 6,295 shares; 2025Q2: 6,342 shares; 2025Q3: 6,458 shares; 2025Q4: 6,394 shares; 2026Q1: 6,585 shares; 2026Q2: 4,999 shares; 2026Q3: 4,777 shares 4,777 $1.01M 0.05% -222 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145,666 shares; 2025Q1: 160,590 shares; 2025Q2: 163,711 shares; 2025Q3: 178,656 shares; 2025Q4: 183,602 shares; 2026Q1: 52,313 shares; 2026Q2: 35,568 shares; 2026Q3: 17,531 shares 17,531 $986K 0.05% -18,037 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; 2024Q4: 1,532 shares; 2025Q1: 1,554 shares; 2025Q2: 1,816 shares; 2025Q3: 1,478 shares; 2025Q4: 2,456 shares; 2026Q1: 2,407 shares; 2026Q2: 2,404 shares; 2026Q3: 2,418 shares 2,418 $983K 0.05% +14 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,474 shares; 2025Q1: 3,506 shares; 2025Q2: 3,956 shares; 2025Q3: 3,937 shares; 2025Q4: 3,855 shares; 2026Q1: 3,946 shares; 2026Q2: 3,946 shares; 2026Q3: 4,186 shares 4,186 $954K 0.05% +240 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,676 shares; 2025Q1: 1,849 shares; 2025Q2: 1,968 shares; 2025Q3: 2,244 shares; 2025Q4: 2,595 shares; 2026Q1: 2,926 shares; 2026Q2: 2,842 shares; 2026Q3: 2,912 shares 2,912 $950K 0.05% +70 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 288 shares; 2026Q1: 553 shares; 2026Q2: 571 shares; 2026Q3: 574 shares 574 $949K 0.05% +3 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,858 shares; 2025Q4: 12,579 shares; 2026Q1: 12,579 shares; 2026Q2: 12,579 shares; 2026Q3: 12,579 shares 12,579 $948K 0.05% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,200 shares; 2025Q1: 3,387 shares; 2025Q2: 3,949 shares; 2025Q3: 3,910 shares; 2025Q4: 4,066 shares; 2026Q1: 4,202 shares; 2026Q2: 4,206 shares; 2026Q3: 4,265 shares 4,265 $947K 0.05% +59 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 647 shares; 2025Q1: 654 shares; 2025Q2: 682 shares; 2025Q3: 688 shares; 2025Q4: 714 shares; 2026Q1: 525 shares; 2026Q2: 533 shares; 2026Q3: 541 shares 541 $926K 0.04% +8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 36,425 shares 36,425 $925K 0.04% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,539 shares; 2025Q1: 2,583 shares; 2025Q2: 3,143 shares; 2025Q3: 3,127 shares; 2025Q4: 3,199 shares; 2026Q1: 3,312 shares; 2026Q2: 3,193 shares; 2026Q3: 3,221 shares 3,221 $924K 0.04% +28 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,554 shares; 2025Q1: 8,935 shares; 2025Q2: 12,136 shares; 2025Q3: 4,545 shares; 2025Q4: 4,363 shares; 2026Q1: 4,365 shares; 2026Q2: 8,735 shares; 2026Q3: 9,495 shares 9,495 $923K 0.04% +760 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; 2024Q4: 1,267 shares; 2025Q1: 1,450 shares; 2025Q2: 1,558 shares; 2025Q3: 1,464 shares; 2025Q4: 1,566 shares; 2026Q1: 1,776 shares; 2026Q2: 1,726 shares; 2026Q3: 1,764 shares 1,764 $922K 0.04% +38 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; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares; 2026Q3: 13,000 shares 13,000 $918K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,291 shares; 2025Q1: 13,749 shares; 2025Q2: 14,295 shares; 2025Q3: 13,841 shares; 2025Q4: 14,036 shares; 2026Q1: 13,783 shares; 2026Q2: 13,653 shares; 2026Q3: 13,653 shares 13,653 $912K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,520 shares; 2026Q2: 1,471 shares; 2026Q3: 1,679 shares 1,679 $903K 0.04% +208 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434 shares; 2026Q2: 505 shares; 2026Q3: 518 shares 518 $901K 0.04% +13 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 6,331 shares; 2026Q1: 6,142 shares; 2026Q2: 7,660 shares; 2026Q3: 8,571 shares 8,571 $896K 0.04% +911 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,300 shares; 2025Q1: 31,135 shares; 2025Q2: 33,228 shares; 2025Q3: 31,875 shares; 2025Q4: 32,573 shares; 2026Q1: 33,810 shares; 2026Q2: 31,422 shares; 2026Q3: 10,259 shares 10,259 $893K 0.04% -21,163 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,336 shares; 2025Q1: 9,390 shares; 2025Q2: 10,036 shares; 2025Q3: 10,247 shares; 2025Q4: 10,317 shares; 2026Q1: 11,341 shares; 2026Q2: 13,984 shares; 2026Q3: 14,547 shares 14,547 $886K 0.04% +563 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,073 shares; 2025Q3: 7,075 shares; 2025Q4: 7,078 shares; 2026Q1: 6,915 shares; 2026Q2: 8,759 shares; 2026Q3: 9,842 shares 9,842 $871K 0.04% +1,083 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares; 2026Q3: 5,600 shares 5,600 $869K 0.04% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 1,709 shares; 2026Q1: 1,779 shares; 2026Q2: 1,831 shares; 2026Q3: 1,883 shares 1,883 $856K 0.04% +52 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; 2024Q4: 13,866 shares; 2025Q1: 15,150 shares; 2025Q2: 18,126 shares; 2025Q3: 15,351 shares; 2025Q4: 15,838 shares; 2026Q1: 19,800 shares; 2026Q2: 15,375 shares; 2026Q3: 18,617 shares 18,617 $854K 0.04% +3,242 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,468 shares; 2025Q1: 38,371 shares; 2025Q2: 32,471 shares; 2025Q3: 12,164 shares; 2025Q4: 7,997 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,702 shares 34,702 $846K 0.04% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,048 shares; 2025Q1: 5,048 shares; 2025Q2: 5,048 shares; 2025Q3: 5,048 shares; 2025Q4: 5,048 shares; 2026Q1: 5,048 shares; 2026Q2: 5,048 shares; 2026Q3: 5,048 shares 5,048 $842K 0.04% 0 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; 2024Q4: 5,441 shares; 2025Q1: 5,471 shares; 2025Q2: 5,846 shares; 2025Q3: 6,465 shares; 2025Q4: 6,493 shares; 2026Q1: 6,085 shares; 2026Q2: 6,036 shares; 2026Q3: 6,085 shares 6,085 $832K 0.04% +49 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,559 shares; 2025Q1: 6,672 shares; 2025Q2: 7,653 shares; 2025Q3: 7,290 shares; 2025Q4: 8,424 shares; 2026Q1: 8,827 shares; 2026Q2: 8,890 shares; 2026Q3: 8,923 shares 8,923 $824K 0.04% +33 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; 2024Q4: 5,841 shares; 2025Q1: 6,951 shares; 2025Q2: 9,419 shares; 2025Q3: 9,100 shares; 2025Q4: 9,365 shares; 2026Q1: 11,268 shares; 2026Q2: 10,566 shares; 2026Q3: 10,864 shares 10,864 $823K 0.04% +298 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,151 shares; 2025Q1: 14,903 shares; 2025Q2: 15,723 shares; 2025Q3: 15,381 shares; 2025Q4: 14,884 shares; 2026Q1: 14,144 shares; 2026Q2: 14,229 shares; 2026Q3: 14,021 shares 14,021 $819K 0.04% -208 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; 2024Q4: 6,562 shares; 2025Q1: 7,998 shares; 2025Q2: 10,025 shares; 2025Q3: 10,848 shares; 2025Q4: 8,682 shares; 2026Q1: 10,959 shares; 2026Q2: 12,163 shares; 2026Q3: 11,822 shares 11,822 $809K 0.04% -341 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; 2024Q4: 4,646 shares; 2025Q1: 5,046 shares; 2025Q2: 5,554 shares; 2025Q3: 5,744 shares; 2025Q4: 5,794 shares; 2026Q1: 6,071 shares; 2026Q2: 5,382 shares; 2026Q3: 5,564 shares 5,564 $805K 0.04% +182 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,770 shares; 2026Q1: 6,148 shares; 2026Q2: 6,432 shares; 2026Q3: 13,195 shares 13,195 $800K 0.04% +6,763 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; 2024Q4: 22,907 shares; 2025Q1: 27,243 shares; 2025Q2: 26,449 shares; 2025Q3: 28,272 shares; 2025Q4: 22,995 shares; 2026Q1: 27,497 shares; 2026Q2: 26,021 shares; 2026Q3: 32,388 shares 32,388 $790K 0.04% +6,367 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,931 shares; 2025Q1: 2,041 shares; 2025Q2: 2,491 shares; 2025Q3: 2,308 shares; 2025Q4: 2,109 shares; 2026Q1: 2,330 shares; 2026Q2: 2,780 shares; 2026Q3: 2,894 shares 2,894 $788K 0.04% +114 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,956 shares; 2025Q1: 24,687 shares; 2025Q2: 30,523 shares; 2025Q3: 26,042 shares; 2025Q4: 26,031 shares; 2026Q1: 30,412 shares; 2026Q2: 33,415 shares; 2026Q3: 34,102 shares 34,102 $787K 0.04% +687 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; 2024Q4: 3,429 shares; 2025Q1: 3,593 shares; 2025Q2: 4,302 shares; 2025Q3: 4,294 shares; 2025Q4: 4,444 shares; 2026Q1: 3,882 shares; 2026Q2: 4,535 shares; 2026Q3: 3,557 shares 3,557 $782K 0.04% -978 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,723 shares; 2025Q1: 3,126 shares; 2025Q2: 3,541 shares; 2025Q3: 2,748 shares; 2025Q4: 2,822 shares; 2026Q1: 4,616 shares; 2026Q2: 4,313 shares; 2026Q3: 4,344 shares 4,344 $777K 0.04% +31 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,919 shares; 2025Q1: 5,681 shares; 2025Q2: 5,273 shares; 2025Q3: 5,145 shares; 2025Q4: 4,894 shares; 2026Q1: 4,147 shares; 2026Q2: 3,914 shares; 2026Q3: 3,804 shares 3,804 $776K 0.04% -110 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,538 shares; 2026Q2: 2,697 shares; 2026Q3: 2,650 shares 2,650 $775K 0.04% -47 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,676 shares; 2025Q1: 3,589 shares; 2025Q2: 3,911 shares; 2025Q3: 4,586 shares; 2025Q4: 4,640 shares; 2026Q1: 6,164 shares; 2026Q2: 6,007 shares; 2026Q3: 5,391 shares 5,391 $769K 0.04% -616 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; 2024Q4: 3,416 shares; 2025Q1: 3,882 shares; 2025Q2: 4,518 shares; 2025Q3: 4,602 shares; 2025Q4: 4,660 shares; 2026Q1: 4,986 shares; 2026Q2: 5,063 shares; 2026Q3: 5,125 shares 5,125 $764K 0.04% +62 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,032 shares; 2025Q1: 1,086 shares; 2025Q2: 16,987 shares; 2025Q3: 17,621 shares; 2025Q4: 17,778 shares; 2026Q1: 12,430 shares; 2026Q2: 8,549 shares; 2026Q3: 8,675 shares 8,675 $741K 0.04% +126 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; 2024Q4: 8,600 shares; 2025Q1: 2,699 shares; 2025Q2: 1,915 shares; 2025Q3: not reported; 2025Q4: 1,432 shares; 2026Q1: 2,091 shares; 2026Q2: 2,635 shares; 2026Q3: 2,627 shares 2,627 $736K 0.04% -8 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; 2024Q4: 2,104 shares; 2025Q1: 2,109 shares; 2025Q2: 2,526 shares; 2025Q3: 2,547 shares; 2025Q4: 2,574 shares; 2026Q1: 2,559 shares; 2026Q2: 2,349 shares; 2026Q3: 2,889 shares 2,889 $734K 0.04% +540 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,600 shares; 2025Q1: 1,860 shares; 2025Q2: 2,575 shares; 2025Q3: 2,027 shares; 2025Q4: 2,122 shares; 2026Q1: 3,529 shares; 2026Q2: 3,889 shares; 2026Q3: 3,512 shares 3,512 $732K 0.04% -377 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563 shares; 2026Q3: 2,753 shares 2,753 $729K 0.03% +2,190 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,097 shares; 2026Q1: 4,193 shares; 2026Q2: 4,067 shares; 2026Q3: 4,136 shares 4,136 $728K 0.03% +69 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,479 shares; 2025Q1: 3,073 shares; 2025Q2: 3,852 shares; 2025Q3: 3,890 shares; 2025Q4: 3,699 shares; 2026Q1: 4,102 shares; 2026Q2: 3,851 shares; 2026Q3: 3,888 shares 3,888 $723K 0.03% +37 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,094 shares; 2025Q1: 14,062 shares; 2025Q2: 15,851 shares; 2025Q3: 16,894 shares; 2025Q4: 16,935 shares; 2026Q1: 19,372 shares; 2026Q2: 19,778 shares; 2026Q3: 20,326 shares 20,326 $722K 0.03% +548 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,379 shares; 2025Q1: 23,198 shares; 2025Q2: 24,551 shares; 2025Q3: 24,881 shares; 2025Q4: 22,119 shares; 2026Q1: 22,266 shares; 2026Q2: 22,718 shares; 2026Q3: 25,934 shares 25,934 $707K 0.03% +3,216 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,278 shares; 2025Q1: 4,276 shares; 2025Q2: 5,162 shares; 2025Q3: 5,477 shares; 2025Q4: 5,638 shares; 2026Q1: 5,908 shares; 2026Q2: 5,816 shares; 2026Q3: 6,128 shares 6,128 $706K 0.03% +312 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; 2024Q4: 22,040 shares; 2025Q1: 22,814 shares; 2025Q2: 24,016 shares; 2025Q3: 24,355 shares; 2025Q4: 25,151 shares; 2026Q1: 25,952 shares; 2026Q2: 26,045 shares; 2026Q3: 25,845 shares 25,845 $702K 0.03% -200 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,838 shares; 2025Q1: 29,414 shares; 2025Q2: 31,733 shares; 2025Q3: 32,823 shares; 2025Q4: 31,753 shares; 2026Q1: 31,892 shares; 2026Q2: 31,426 shares; 2026Q3: 31,302 shares 31,302 $701K 0.03% -124 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,640 shares; 2025Q1: 7,072 shares; 2025Q2: 6,993 shares; 2025Q3: 5,222 shares; 2025Q4: 5,188 shares; 2026Q1: 7,535 shares; 2026Q2: 6,021 shares; 2026Q3: 7,361 shares 7,361 $700K 0.03% +1,340 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,211 shares; 2026Q2: 2,414 shares; 2026Q3: 2,638 shares 2,638 $697K 0.03% +224 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,781 shares; 2025Q1: 27,461 shares; 2025Q2: 27,461 shares; 2025Q3: 27,461 shares; 2025Q4: 27,461 shares; 2026Q1: 27,461 shares; 2026Q2: 27,052 shares; 2026Q3: 27,052 shares 27,052 $694K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 2,277 shares; 2025Q4: 2,386 shares; 2026Q1: 2,698 shares; 2026Q2: 2,753 shares; 2026Q3: 2,976 shares 2,976 $685K 0.03% +223 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,982 shares; 2025Q1: 3,279 shares; 2025Q2: 3,703 shares; 2025Q3: 3,315 shares; 2025Q4: 3,253 shares; 2026Q1: 3,742 shares; 2026Q2: 3,328 shares; 2026Q3: 4,494 shares 4,494 $683K 0.03% +1,166 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,350 shares; 2025Q1: 3,393 shares; 2025Q2: 3,516 shares; 2025Q3: 3,799 shares; 2025Q4: 3,859 shares; 2026Q1: 3,908 shares; 2026Q2: 3,663 shares; 2026Q3: 3,913 shares 3,913 $682K 0.03% +250 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: 1,408 shares; 2026Q1: 1,804 shares; 2026Q2: 1,534 shares; 2026Q3: 1,730 shares 1,730 $671K 0.03% +196 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,661 shares; 2025Q1: 2,681 shares; 2025Q2: 2,963 shares; 2025Q3: 3,002 shares; 2025Q4: 2,961 shares; 2026Q1: 3,231 shares; 2026Q2: 3,106 shares; 2026Q3: 3,593 shares 3,593 $658K 0.03% +487 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,118 shares; 2026Q1: 6,363 shares; 2026Q2: 8,216 shares; 2026Q3: 9,233 shares 9,233 $655K 0.03% +1,017 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,848 shares; 2025Q3: 3,069 shares; 2025Q4: 3,099 shares; 2026Q1: 3,361 shares; 2026Q2: 3,070 shares; 2026Q3: 3,393 shares 3,393 $655K 0.03% +323 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,926 shares; 2026Q2: 8,626 shares; 2026Q3: 11,550 shares 11,550 $651K 0.03% +2,924 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 531 shares; 2025Q1: 640 shares; 2025Q2: 763 shares; 2025Q3: 563 shares; 2025Q4: 589 shares; 2026Q1: 945 shares; 2026Q2: 857 shares; 2026Q3: 965 shares 965 $650K 0.03% +108 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,800 shares 1,800 $642K 0.03% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,226 shares; 2025Q1: 8,622 shares; 2025Q2: 7,717 shares; 2025Q3: 7,682 shares; 2025Q4: 7,804 shares; 2026Q1: 7,967 shares; 2026Q2: 6,025 shares; 2026Q3: 5,818 shares 5,818 $640K 0.03% -207 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,407 shares; 2026Q1: 2,407 shares; 2026Q2: 2,407 shares; 2026Q3: 2,407 shares 2,407 $638K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,635 shares; 2025Q1: 30,980 shares; 2025Q2: 43,029 shares; 2025Q3: 44,553 shares; 2025Q4: 43,231 shares; 2026Q1: 48,806 shares; 2026Q2: 48,086 shares; 2026Q3: 12,128 shares 12,128 $637K 0.03% -35,958 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; 2024Q4: 7,801 shares; 2025Q1: 9,240 shares; 2025Q2: 10,219 shares; 2025Q3: 8,727 shares; 2025Q4: 10,895 shares; 2026Q1: 9,407 shares; 2026Q2: 11,208 shares; 2026Q3: 10,870 shares 10,870 $634K 0.03% -338 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,116 shares; 2025Q1: 4,269 shares; 2025Q2: 4,804 shares; 2025Q3: 4,481 shares; 2025Q4: 6,916 shares; 2026Q1: 7,526 shares; 2026Q2: 7,430 shares; 2026Q3: 6,738 shares 6,738 $633K 0.03% -692 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,455 shares; 2025Q1: 5,460 shares; 2025Q2: 6,138 shares; 2025Q3: 6,034 shares; 2025Q4: 5,839 shares; 2026Q1: 6,263 shares; 2026Q2: 6,308 shares; 2026Q3: 6,541 shares 6,541 $616K 0.03% +233 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,551 shares; 2025Q1: 4,124 shares; 2025Q2: 5,691 shares; 2025Q3: 6,129 shares; 2025Q4: 6,191 shares; 2026Q1: 7,483 shares; 2026Q2: 4,766 shares; 2026Q3: 4,899 shares 4,899 $613K 0.03% +133 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; 2024Q4: 5,861 shares; 2025Q1: 6,120 shares; 2025Q2: 6,288 shares; 2025Q3: 7,025 shares; 2025Q4: 7,942 shares; 2026Q1: 8,341 shares; 2026Q2: 8,256 shares; 2026Q3: 8,211 shares 8,211 $611K 0.03% -45 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 3,025 shares; 2025Q3: 3,644 shares; 2025Q4: 5,002 shares; 2026Q1: 6,509 shares; 2026Q2: 4,368 shares; 2026Q3: 5,630 shares 5,630 $605K 0.03% +1,262 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares; 2026Q3: 5,500 shares 5,500 $603K 0.03% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: 948 shares; 2025Q3: 958 shares; 2025Q4: 956 shares; 2026Q1: 1,906 shares; 2026Q2: 1,958 shares; 2026Q3: 1,972 shares 1,972 $602K 0.03% +14 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,512 shares; 2025Q1: 2,537 shares; 2025Q2: 2,836 shares; 2025Q3: 2,817 shares; 2025Q4: 2,927 shares; 2026Q1: 2,966 shares; 2026Q2: 2,969 shares; 2026Q3: 2,911 shares 2,911 $602K 0.03% -58 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,749 shares; 2025Q1: 10,063 shares; 2025Q2: 10,866 shares; 2025Q3: 10,774 shares; 2025Q4: 10,053 shares; 2026Q1: 10,576 shares; 2026Q2: 10,672 shares; 2026Q3: 10,954 shares 10,954 $601K 0.03% +282 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,534 shares; 2025Q1: 13,965 shares; 2025Q2: 13,965 shares; 2025Q3: 13,966 shares; 2025Q4: 14,528 shares; 2026Q1: 15,569 shares; 2026Q2: 17,788 shares; 2026Q3: 18,275 shares 18,275 $594K 0.03% +487 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,081 shares; 2025Q4: 4,195 shares; 2026Q1: 4,535 shares; 2026Q2: 5,699 shares; 2026Q3: 5,984 shares 5,984 $594K 0.03% +285 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; 2024Q4: 956 shares; 2025Q1: 958 shares; 2025Q2: 1,001 shares; 2025Q3: 1,129 shares; 2025Q4: 1,333 shares; 2026Q1: 1,181 shares; 2026Q2: 1,184 shares; 2026Q3: 1,178 shares 1,178 $594K 0.03% -6 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,659 shares; 2025Q1: 8,345 shares; 2025Q2: 8,362 shares; 2025Q3: 7,156 shares; 2025Q4: 7,956 shares; 2026Q1: 8,152 shares; 2026Q2: 8,414 shares; 2026Q3: 8,917 shares 8,917 $592K 0.03% +503 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,830 shares; 2025Q1: 1,871 shares; 2025Q2: 2,127 shares; 2025Q3: 2,301 shares; 2025Q4: 2,816 shares; 2026Q1: not reported; 2026Q2: 2,776 shares; 2026Q3: 3,145 shares 3,145 $589K 0.03% +369 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 462 shares; 2025Q1: 475 shares; 2025Q2: 506 shares; 2025Q3: 485 shares; 2025Q4: 499 shares; 2026Q1: 480 shares; 2026Q2: 549 shares; 2026Q3: 543 shares 543 $588K 0.03% -6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,996 shares; 2026Q3: 2,996 shares 2,996 $586K 0.03% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,158 shares; 2025Q3: 14,142 shares; 2025Q4: 14,084 shares; 2026Q1: 13,985 shares; 2026Q2: 14,477 shares; 2026Q3: 14,088 shares 14,088 $585K 0.03% -389 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; 2024Q4: 9,017 shares; 2025Q1: 9,427 shares; 2025Q2: 11,271 shares; 2025Q3: 11,003 shares; 2025Q4: 12,424 shares; 2026Q1: 12,542 shares; 2026Q2: 8,307 shares; 2026Q3: 7,481 shares 7,481 $582K 0.03% -826 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: 1,175 shares; 2025Q4: 1,255 shares; 2026Q1: 1,716 shares; 2026Q2: 1,484 shares; 2026Q3: 1,673 shares 1,673 $581K 0.03% +189 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,324 shares; 2025Q1: 28,403 shares; 2025Q2: 28,403 shares; 2025Q3: 26,820 shares; 2025Q4: 40,145 shares; 2026Q1: 51,477 shares; 2026Q2: 51,477 shares; 2026Q3: 67,574 shares 67,574 $573K 0.03% +16,097 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,495 shares; 2025Q1: 15,255 shares; 2025Q2: 19,777 shares; 2025Q3: 21,082 shares; 2025Q4: 23,203 shares; 2026Q1: 25,255 shares; 2026Q2: 25,516 shares; 2026Q3: 25,150 shares 25,150 $568K 0.03% -366 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,149 shares; 2025Q1: 2,189 shares; 2025Q2: 2,271 shares; 2025Q3: 2,318 shares; 2025Q4: 2,373 shares; 2026Q1: 2,452 shares; 2026Q2: 2,522 shares; 2026Q3: 2,608 shares 2,608 $568K 0.03% +86 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,238 shares; 2025Q3: 4,401 shares; 2025Q4: 4,433 shares; 2026Q1: 4,751 shares; 2026Q2: 4,664 shares; 2026Q3: 4,883 shares 4,883 $563K 0.03% +219 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,128 shares; 2026Q1: 29,360 shares; 2026Q2: 29,592 shares; 2026Q3: 29,396 shares 29,396 $552K 0.03% -196 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,592 shares; 2025Q3: not reported; 2025Q4: 20,804 shares; 2026Q1: 21,343 shares; 2026Q2: 21,310 shares; 2026Q3: 22,552 shares 22,552 $552K 0.03% +1,242 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,068 shares; 2025Q1: 3,216 shares; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares; 2025Q4: 3,485 shares; 2026Q1: 3,748 shares; 2026Q2: 3,739 shares; 2026Q3: 3,723 shares 3,723 $552K 0.03% -16 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; 2024Q4: 1,549 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares; 2026Q2: 1,503 shares; 2026Q3: 1,447 shares 1,447 $551K 0.03% -56 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; 2024Q4: 3,488 shares; 2025Q1: 3,424 shares; 2025Q2: 4,645 shares; 2025Q3: 4,818 shares; 2025Q4: 4,513 shares; 2026Q1: 5,508 shares; 2026Q2: 5,306 shares; 2026Q3: 4,165 shares 4,165 $551K 0.03% -1,141 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,865 shares; 2025Q1: 1,941 shares; 2025Q2: 2,146 shares; 2025Q3: 1,943 shares; 2025Q4: 1,309 shares; 2026Q1: 1,611 shares; 2026Q2: 2,213 shares; 2026Q3: 2,470 shares 2,470 $551K 0.03% +257 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 480 shares; 2025Q1: 466 shares; 2025Q2: 591 shares; 2025Q3: 598 shares; 2025Q4: 519 shares; 2026Q1: 521 shares; 2026Q2: 532 shares; 2026Q3: 542 shares 542 $542K 0.03% +10 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,804 shares; 2025Q1: 7,842 shares; 2025Q2: 8,107 shares; 2025Q3: 7,584 shares; 2025Q4: 9,582 shares; 2026Q1: 9,371 shares; 2026Q2: 14,061 shares; 2026Q3: 14,045 shares 14,045 $532K 0.03% -16 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,264 shares; 2026Q1: 12,086 shares; 2026Q2: 11,911 shares; 2026Q3: 11,968 shares 11,968 $532K 0.03% +57 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,627 shares; 2025Q1: 6,742 shares; 2025Q2: 10,983 shares; 2025Q3: 10,985 shares; 2025Q4: 10,575 shares; 2026Q1: 3,571 shares; 2026Q2: 3,571 shares; 2026Q3: 3,062 shares 3,062 $527K 0.03% -509 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,903 shares; 2025Q1: 6,906 shares; 2025Q2: 7,919 shares; 2025Q3: 8,957 shares; 2025Q4: 9,004 shares; 2026Q1: 8,844 shares; 2026Q2: 8,856 shares; 2026Q3: 9,356 shares 9,356 $523K 0.03% +500 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,107 shares; 2026Q2: 2,582 shares; 2026Q3: 2,605 shares 2,605 $522K 0.03% +23 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,586 shares; 2025Q1: 6,109 shares; 2025Q2: 6,736 shares; 2025Q3: 5,826 shares; 2025Q4: 6,420 shares; 2026Q1: 6,677 shares; 2026Q2: 7,205 shares; 2026Q3: 7,446 shares 7,446 $521K 0.03% +241 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 854 shares; 2026Q3: 817 shares 817 $498K 0.02% -37 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; 2024Q4: not reported; 2025Q1: 3,058 shares; 2025Q2: 4,075 shares; 2025Q3: 4,233 shares; 2025Q4: 4,308 shares; 2026Q1: 5,132 shares; 2026Q2: 6,237 shares; 2026Q3: 5,742 shares 5,742 $492K 0.02% -495 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,504 shares; 2026Q2: 5,491 shares; 2026Q3: 5,768 shares 5,768 $489K 0.02% +277 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,740 shares; 2025Q1: 5,674 shares; 2025Q2: 7,043 shares; 2025Q3: 7,177 shares; 2025Q4: 7,718 shares; 2026Q1: 9,151 shares; 2026Q2: 11,818 shares; 2026Q3: 9,757 shares 9,757 $478K 0.02% -2,061 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 730 shares; 2025Q1: 735 shares; 2025Q2: 896 shares; 2025Q3: 948 shares; 2025Q4: 1,013 shares; 2026Q1: 1,073 shares; 2026Q2: 1,055 shares; 2026Q3: 1,051 shares 1,051 $477K 0.02% -4 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $474K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,741 shares; 2025Q3: 3,884 shares; 2025Q4: 4,767 shares; 2026Q1: 5,257 shares; 2026Q2: 5,114 shares; 2026Q3: 5,195 shares 5,195 $472K 0.02% +81 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; 2024Q4: 7,840 shares; 2025Q1: 8,424 shares; 2025Q2: 5,051 shares; 2025Q3: 5,222 shares; 2025Q4: 5,306 shares; 2026Q1: 5,710 shares; 2026Q2: 5,888 shares; 2026Q3: 6,112 shares 6,112 $471K 0.02% +224 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,285 shares; 2026Q1: 2,878 shares; 2026Q2: 2,889 shares; 2026Q3: 3,059 shares 3,059 $470K 0.02% +170 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 939 shares; 2025Q4: not reported; 2026Q1: 1,816 shares; 2026Q2: 1,868 shares; 2026Q3: 2,458 shares 2,458 $468K 0.02% +590 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; 2024Q4: 4,345 shares; 2025Q1: 4,831 shares; 2025Q2: 6,343 shares; 2025Q3: 5,274 shares; 2025Q4: 6,058 shares; 2026Q1: 7,487 shares; 2026Q2: 4,948 shares; 2026Q3: 10,713 shares 10,713 $468K 0.02% +5,765 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,133 shares; 2025Q2: 12,912 shares; 2025Q3: 14,572 shares; 2025Q4: 12,190 shares; 2026Q1: 21,815 shares; 2026Q2: 19,668 shares; 2026Q3: 19,856 shares 19,856 $467K 0.02% +188 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,380 shares; 2026Q3: 4,380 shares 4,380 $466K 0.02% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,366 shares; 2026Q3: 1,501 shares 1,501 $465K 0.02% +135 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 814 shares; 2025Q1: 908 shares; 2025Q2: 958 shares; 2025Q3: 972 shares; 2025Q4: 1,071 shares; 2026Q1: 1,364 shares; 2026Q2: 1,402 shares; 2026Q3: 1,461 shares 1,461 $465K 0.02% +59 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; 2024Q4: 9,421 shares; 2025Q1: 9,151 shares; 2025Q2: 9,904 shares; 2025Q3: 10,743 shares; 2025Q4: 11,536 shares; 2026Q1: 12,601 shares; 2026Q2: 3,224 shares; 2026Q3: 2,587 shares 2,587 $463K 0.02% -637 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 665 shares; 2025Q4: 664 shares; 2026Q1: 966 shares; 2026Q2: 863 shares; 2026Q3: 1,020 shares 1,020 $461K 0.02% +157 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 837 shares; 2025Q2: 1,028 shares; 2025Q3: 775 shares; 2025Q4: 881 shares; 2026Q1: 973 shares; 2026Q2: 855 shares; 2026Q3: 1,078 shares 1,078 $460K 0.02% +223 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 353 shares; 2025Q4: 374 shares; 2026Q1: 486 shares; 2026Q2: 435 shares; 2026Q3: 481 shares 481 $460K 0.02% +46 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; 2024Q4: 426 shares; 2025Q1: 521 shares; 2025Q2: 796 shares; 2025Q3: not reported; 2025Q4: 590 shares; 2026Q1: 718 shares; 2026Q2: 754 shares; 2026Q3: 900 shares 900 $458K 0.02% +146 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; 2024Q4: 1,037 shares; 2025Q1: 960 shares; 2025Q2: 1,368 shares; 2025Q3: 1,441 shares; 2025Q4: 1,432 shares; 2026Q1: 1,572 shares; 2026Q2: 1,488 shares; 2026Q3: 1,362 shares 1,362 $450K 0.02% -126 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,467 shares; 2025Q1: 8,467 shares; 2025Q2: 8,467 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares; 2026Q1: 8,467 shares; 2026Q2: 8,467 shares; 2026Q3: 8,467 shares 8,467 $447K 0.02% 0 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,544 shares; 2026Q1: 5,544 shares; 2026Q2: 5,544 shares; 2026Q3: 5,544 shares 5,544 $445K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,777 shares; 2026Q1: 6,479 shares; 2026Q2: 9,118 shares; 2026Q3: 7,330 shares 7,330 $445K 0.02% -1,788 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,501 shares; 2026Q2: 1,546 shares; 2026Q3: 1,733 shares 1,733 $442K 0.02% +187 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,410 shares; 2026Q3: 3,644 shares 3,644 $442K 0.02% +234 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares; 2026Q1: 797 shares; 2026Q2: 4,981 shares; 2026Q3: 4,868 shares 4,868 $439K 0.02% -113 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,351 shares; 2026Q2: 8,743 shares; 2026Q3: 10,307 shares 10,307 $438K 0.02% +1,564 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: 567 shares; 2026Q1: 658 shares; 2026Q2: 662 shares; 2026Q3: 681 shares 681 $438K 0.02% +19 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,969 shares; 2025Q4: 8,981 shares; 2026Q1: 8,935 shares; 2026Q2: 8,959 shares; 2026Q3: 8,988 shares 8,988 $436K 0.02% +29 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; 2024Q4: 18,292 shares; 2025Q1: 18,376 shares; 2025Q2: 19,334 shares; 2025Q3: 19,043 shares; 2025Q4: 19,078 shares; 2026Q1: 8,525 shares; 2026Q2: 6,779 shares; 2026Q3: 6,441 shares 6,441 $435K 0.02% -338 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; 2024Q4: 5,361 shares; 2025Q1: 5,744 shares; 2025Q2: 7,310 shares; 2025Q3: 7,186 shares; 2025Q4: 7,117 shares; 2026Q1: 6,961 shares; 2026Q2: 6,494 shares; 2026Q3: 6,396 shares 6,396 $435K 0.02% -98 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; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 588 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 687 shares; 2026Q2: 729 shares; 2026Q3: 887 shares 887 $432K 0.02% +158 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,603 shares; 2026Q3: 6,314 shares 6,314 $429K 0.02% +711 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,641 shares; 2025Q1: 3,843 shares; 2025Q2: 4,078 shares; 2025Q3: 4,428 shares; 2025Q4: 4,671 shares; 2026Q1: 4,928 shares; 2026Q2: 5,366 shares; 2026Q3: 5,569 shares 5,569 $428K 0.02% +203 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,679 shares; 2026Q1: 3,013 shares; 2026Q2: 3,100 shares; 2026Q3: 3,165 shares 3,165 $426K 0.02% +65 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,064 shares; 2026Q1: 3,789 shares; 2026Q2: 3,767 shares; 2026Q3: 3,631 shares 3,631 $426K 0.02% -136 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,214 shares; 2026Q2: 13,702 shares; 2026Q3: 13,702 shares 13,702 $426K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,575 shares; 2025Q4: 1,684 shares; 2026Q1: 1,874 shares; 2026Q2: 1,862 shares; 2026Q3: 1,878 shares 1,878 $424K 0.02% +16 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,148 shares; 2026Q2: 2,253 shares; 2026Q3: 2,307 shares 2,307 $424K 0.02% +54 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares; 2025Q4: 432 shares; 2026Q1: 501 shares; 2026Q2: 495 shares; 2026Q3: 559 shares 559 $424K 0.02% +64 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,750 shares; 2025Q3: 6,911 shares; 2025Q4: 6,812 shares; 2026Q1: 13,809 shares; 2026Q2: 14,574 shares; 2026Q3: 15,303 shares 15,303 $422K 0.02% +729 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 253 shares; 2026Q1: 296 shares; 2026Q2: 311 shares; 2026Q3: 309 shares 309 $417K 0.02% -2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: not reported; 2025Q4: 5,096 shares; 2026Q1: 6,342 shares; 2026Q2: 4,949 shares; 2026Q3: 4,876 shares 4,876 $416K 0.02% -73 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,999 shares; 2026Q3: 6,492 shares 6,492 $416K 0.02% +493 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,151 shares; 2025Q1: 5,151 shares; 2025Q2: 5,151 shares; 2025Q3: 5,151 shares; 2025Q4: 5,149 shares; 2026Q1: 5,121 shares; 2026Q2: 5,135 shares; 2026Q3: 5,118 shares 5,118 $415K 0.02% -17 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,819 shares; 2026Q2: 3,825 shares; 2026Q3: 3,882 shares 3,882 $414K 0.02% +57 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,576 shares; 2025Q1: 1,759 shares; 2025Q2: 2,105 shares; 2025Q3: 2,588 shares; 2025Q4: 2,822 shares; 2026Q1: 2,508 shares; 2026Q2: 1,981 shares; 2026Q3: 2,120 shares 2,120 $414K 0.02% +139 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,693 shares 7,693 $410K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,859 shares; 2025Q4: 15,859 shares; 2026Q1: 14,922 shares; 2026Q2: 14,922 shares; 2026Q3: 14,922 shares 14,922 $410K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,036 shares; 2025Q3: 941 shares; 2025Q4: 1,264 shares; 2026Q1: 1,337 shares; 2026Q2: 1,830 shares; 2026Q3: 1,418 shares 1,418 $406K 0.02% -412 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,253 shares 2,253 $404K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 238 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 255 shares; 2025Q4: 219 shares; 2026Q1: 301 shares; 2026Q2: 323 shares; 2026Q3: 324 shares 324 $404K 0.02% +1 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,387 shares; 2025Q1: 2,417 shares; 2025Q2: 2,958 shares; 2025Q3: 3,106 shares; 2025Q4: 3,063 shares; 2026Q1: 2,577 shares; 2026Q2: 3,447 shares; 2026Q3: 3,468 shares 3,468 $402K 0.02% +21 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,783 shares; 2026Q3: 4,641 shares 4,641 $402K 0.02% +1,858 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; 2024Q4: 3,382 shares; 2025Q1: 3,350 shares; 2025Q2: 3,886 shares; 2025Q3: 3,374 shares; 2025Q4: 3,804 shares; 2026Q1: 4,177 shares; 2026Q2: 4,613 shares; 2026Q3: 4,621 shares 4,621 $399K 0.02% +8 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,586 shares; 2025Q1: 14,586 shares; 2025Q2: 14,586 shares; 2025Q3: 16,223 shares; 2025Q4: 16,260 shares; 2026Q1: 16,136 shares; 2026Q2: 16,190 shares; 2026Q3: 16,287 shares 16,287 $398K 0.02% +97 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,772 shares; 2025Q1: 2,531 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares; 2025Q4: 2,546 shares; 2026Q1: 6,105 shares; 2026Q2: 2,674 shares; 2026Q3: 2,770 shares 2,770 $398K 0.02% +96 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 2,052 shares; 2026Q1: 2,709 shares; 2026Q2: 2,831 shares; 2026Q3: 3,055 shares 3,055 $397K 0.02% +224 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,768 shares; 2026Q3: 4,005 shares 4,005 $394K 0.02% +237 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,677 shares; 2025Q3: 2,881 shares; 2025Q4: 2,844 shares; 2026Q1: 3,160 shares; 2026Q2: 3,091 shares; 2026Q3: 3,435 shares 3,435 $393K 0.02% +344 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,310 shares; 2026Q1: 7,310 shares; 2026Q2: 7,310 shares; 2026Q3: 7,310 shares 7,310 $390K 0.02% 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; 2024Q4: 1,642 shares; 2025Q1: 1,745 shares; 2025Q2: 2,104 shares; 2025Q3: 2,225 shares; 2025Q4: 2,719 shares; 2026Q1: 2,762 shares; 2026Q2: 3,344 shares; 2026Q3: 3,319 shares 3,319 $387K 0.02% -25 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,236 shares; 2025Q1: 2,195 shares; 2025Q2: 1,600 shares; 2025Q3: 1,613 shares; 2025Q4: 1,631 shares; 2026Q1: 1,783 shares; 2026Q2: 1,873 shares; 2026Q3: 1,927 shares 1,927 $387K 0.02% +54 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares; 2025Q3: 1,676 shares; 2025Q4: 1,590 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares; 2026Q3: 2,640 shares 2,640 $387K 0.02% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 741 shares; 2025Q1: 816 shares; 2025Q2: 998 shares; 2025Q3: 968 shares; 2025Q4: 1,044 shares; 2026Q1: 1,124 shares; 2026Q2: 1,238 shares; 2026Q3: 1,194 shares 1,194 $385K 0.02% -44 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares; 2026Q2: 361 shares; 2026Q3: 379 shares 379 $383K 0.02% +18 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,762 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,845 shares; 2026Q2: 2,235 shares; 2026Q3: 2,435 shares 2,435 $382K 0.02% +200 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; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 1,057 shares; 2025Q3: 1,155 shares; 2025Q4: 1,005 shares; 2026Q1: 1,053 shares; 2026Q2: 1,021 shares; 2026Q3: 1,066 shares 1,066 $380K 0.02% +45 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,301 shares; 2026Q2: 11,268 shares; 2026Q3: 11,639 shares 11,639 $379K 0.02% +371 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,987 shares; 2025Q1: 4,635 shares; 2025Q2: 4,635 shares; 2025Q3: 4,635 shares; 2025Q4: 4,635 shares; 2026Q1: 4,635 shares; 2026Q2: 4,635 shares; 2026Q3: 4,635 shares 4,635 $376K 0.02% 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; 2024Q4: 596 shares; 2025Q1: 560 shares; 2025Q2: 983 shares; 2025Q3: 912 shares; 2025Q4: 1,162 shares; 2026Q1: 949 shares; 2026Q2: 1,076 shares; 2026Q3: 967 shares 967 $376K 0.02% -109 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 998 shares; 2026Q2: 1,042 shares; 2026Q3: 1,054 shares 1,054 $375K 0.02% +12 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 903 shares; 2026Q1: 1,077 shares; 2026Q2: 1,079 shares; 2026Q3: 1,063 shares 1,063 $374K 0.02% -16 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; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares; 2026Q2: 1,307 shares; 2026Q3: 1,302 shares 1,302 $370K 0.02% -5 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,002 shares; 2026Q2: 17,265 shares; 2026Q3: 17,031 shares 17,031 $370K 0.02% -234 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,948 shares; 2026Q3: 2,983 shares 2,983 $370K 0.02% +35 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,941 shares; 2026Q2: 3,158 shares; 2026Q3: 3,077 shares 3,077 $369K 0.02% -81 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,088 shares; 2025Q4: 12,378 shares; 2026Q1: 19,994 shares; 2026Q2: 21,473 shares; 2026Q3: 26,521 shares 26,521 $367K 0.02% +5,048 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 814 shares; 2025Q2: 1,050 shares; 2025Q3: 1,144 shares; 2025Q4: 1,135 shares; 2026Q1: 1,663 shares; 2026Q2: 1,333 shares; 2026Q3: 1,326 shares 1,326 $365K 0.02% -7 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,059 shares; 2026Q1: 18,655 shares; 2026Q2: 20,178 shares; 2026Q3: 23,404 shares 23,404 $363K 0.02% +3,226 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,537 shares; 2026Q2: 5,537 shares; 2026Q3: 5,537 shares 5,537 $362K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,953 shares; 2025Q1: 7,220 shares; 2025Q2: 7,908 shares; 2025Q3: 8,791 shares; 2025Q4: 9,175 shares; 2026Q1: 9,392 shares; 2026Q2: 10,808 shares; 2026Q3: 8,949 shares 8,949 $362K 0.02% -1,859 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; 2024Q4: 1,488 shares; 2025Q1: 2,003 shares; 2025Q2: 2,127 shares; 2025Q3: 2,018 shares; 2025Q4: 2,058 shares; 2026Q1: 2,664 shares; 2026Q2: 1,902 shares; 2026Q3: 2,207 shares 2,207 $360K 0.02% +305 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,121 shares; 2026Q2: 4,614 shares; 2026Q3: 4,836 shares 4,836 $355K 0.02% +222 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares; 2026Q1: 2,749 shares; 2026Q2: 5,203 shares; 2026Q3: 4,266 shares 4,266 $353K 0.02% -937 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,661 shares; 2025Q2: 3,513 shares; 2025Q3: 4,609 shares; 2025Q4: 3,448 shares; 2026Q1: 3,973 shares; 2026Q2: 4,245 shares; 2026Q3: 4,216 shares 4,216 $349K 0.02% -29 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,730 shares; 2025Q3: 3,710 shares; 2025Q4: 4,060 shares; 2026Q1: 4,197 shares; 2026Q2: 4,197 shares; 2026Q3: 4,197 shares 4,197 $348K 0.02% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,619 shares; 2026Q3: 5,793 shares 5,793 $348K 0.02% +174 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 958 shares; 2025Q3: not reported; 2025Q4: 939 shares; 2026Q1: not reported; 2026Q2: 885 shares; 2026Q3: 1,023 shares 1,023 $347K 0.02% +138 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; 2024Q4: 3,010 shares; 2025Q1: 3,386 shares; 2025Q2: 4,406 shares; 2025Q3: 4,665 shares; 2025Q4: 5,099 shares; 2026Q1: not reported; 2026Q2: 3,599 shares; 2026Q3: 4,050 shares 4,050 $346K 0.02% +451 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,829 shares; 2025Q3: 2,845 shares; 2025Q4: 2,825 shares; 2026Q1: 3,003 shares; 2026Q2: 2,895 shares; 2026Q3: 3,004 shares 3,004 $346K 0.02% +109 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,124 shares; 2026Q2: 1,452 shares; 2026Q3: 1,432 shares 1,432 $346K 0.02% -20 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 1,256 shares; 2026Q3: 1,299 shares 1,299 $345K 0.02% +43 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,213 shares; 2026Q3: 1,258 shares 1,258 $345K 0.02% +45 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,235 shares; 2026Q1: 3,209 shares; 2026Q2: 4,207 shares; 2026Q3: 5,025 shares 5,025 $342K 0.02% +818 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931 shares; 2026Q3: 1,088 shares 1,088 $340K 0.02% +157 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; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 874 shares; 2025Q3: 819 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,495 shares; 2026Q3: 1,468 shares 1,468 $335K 0.02% -27 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,175 shares; 2026Q3: 1,221 shares 1,221 $334K 0.02% +46 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438 shares; 2026Q1: 519 shares; 2026Q2: 522 shares; 2026Q3: 645 shares 645 $333K 0.02% +123 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,611 shares; 2026Q2: 3,559 shares; 2026Q3: 3,510 shares 3,510 $331K 0.02% -49 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; 2024Q4: not reported; 2025Q1: 795 shares; 2025Q2: 1,166 shares; 2025Q3: 781 shares; 2025Q4: 1,034 shares; 2026Q1: 1,073 shares; 2026Q2: not reported; 2026Q3: 1,262 shares 1,262 $331K 0.02% new Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,657 shares; 2026Q1: 13,512 shares; 2026Q2: 13,444 shares; 2026Q3: 14,071 shares 14,071 $331K 0.02% +627 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,709 shares; 2026Q3: 4,307 shares 4,307 $328K 0.02% +598 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; 2024Q4: 1,259 shares; 2025Q1: 1,477 shares; 2025Q2: 1,638 shares; 2025Q3: 1,217 shares; 2025Q4: not reported; 2026Q1: 1,438 shares; 2026Q2: 2,352 shares; 2026Q3: 1,921 shares 1,921 $328K 0.02% -431 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,995 shares; 2026Q2: 2,149 shares; 2026Q3: 1,781 shares 1,781 $327K 0.02% -368 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares; 2026Q2: 770 shares; 2026Q3: 891 shares 891 $324K 0.02% +121 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,272 shares; 2025Q1: 2,273 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,275 shares; 2026Q1: 2,276 shares; 2026Q2: 2,276 shares; 2026Q3: 2,277 shares 2,277 $324K 0.02% +1 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 948 shares; 2026Q2: 897 shares; 2026Q3: 736 shares 736 $323K 0.02% -161 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,305 shares; 2026Q3: 3,009 shares 3,009 $323K 0.02% -296 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,801 shares; 2026Q2: 3,606 shares; 2026Q3: 3,854 shares 3,854 $322K 0.02% +248 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; 2024Q4: 514 shares; 2025Q1: 531 shares; 2025Q2: 618 shares; 2025Q3: 569 shares; 2025Q4: 548 shares; 2026Q1: 619 shares; 2026Q2: 634 shares; 2026Q3: 650 shares 650 $320K 0.02% +16 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 738 shares; 2025Q4: 794 shares; 2026Q1: 951 shares; 2026Q2: 928 shares; 2026Q3: 1,065 shares 1,065 $320K 0.02% +137 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 530 shares; 2025Q4: not reported; 2026Q1: 706 shares; 2026Q2: 550 shares; 2026Q3: 709 shares 709 $317K 0.02% +159 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,408 shares; 2025Q1: 2,792 shares; 2025Q2: 2,969 shares; 2025Q3: 3,097 shares; 2025Q4: 4,112 shares; 2026Q1: 4,250 shares; 2026Q2: 4,166 shares; 2026Q3: 4,025 shares 4,025 $315K 0.02% -141 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,482 shares; 2025Q1: 1,679 shares; 2025Q2: 2,386 shares; 2025Q3: 2,494 shares; 2025Q4: 2,425 shares; 2026Q1: 2,449 shares; 2026Q2: 2,542 shares; 2026Q3: 2,804 shares 2,804 $314K 0.02% +262 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 1,094 shares; 2026Q1: not reported; 2026Q2: 1,100 shares; 2026Q3: 1,169 shares 1,169 $314K 0.02% +69 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,354 shares; 2025Q3: 1,104 shares; 2025Q4: 1,110 shares; 2026Q1: 1,426 shares; 2026Q2: 1,503 shares; 2026Q3: 1,386 shares 1,386 $313K 0.02% -117 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,552 shares; 2026Q2: 5,581 shares; 2026Q3: 5,858 shares 5,858 $308K 0.01% +277 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,444 shares; 2026Q3: 2,503 shares 2,503 $308K 0.01% +59 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 988 shares; 2026Q3: 1,059 shares 1,059 $307K 0.01% +71 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,373 shares; 2025Q1: 1,586 shares; 2025Q2: 1,684 shares; 2025Q3: 1,381 shares; 2025Q4: 2,164 shares; 2026Q1: 2,165 shares; 2026Q2: 1,816 shares; 2026Q3: 1,496 shares 1,496 $305K 0.01% -320 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,499 shares; 2026Q2: not reported; 2026Q3: 3,231 shares 3,231 $304K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,543 shares; 2026Q1: 1,756 shares; 2026Q2: 1,730 shares; 2026Q3: 1,938 shares 1,938 $301K 0.01% +208 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,274 shares 1,274 $301K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,049 shares; 2025Q3: 5,081 shares; 2025Q4: 4,933 shares; 2026Q1: 5,424 shares; 2026Q2: 6,030 shares; 2026Q3: 5,475 shares 5,475 $299K 0.01% -555 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,076 shares; 2025Q1: 1,107 shares; 2025Q2: 1,184 shares; 2025Q3: 1,193 shares; 2025Q4: 1,177 shares; 2026Q1: 956 shares; 2026Q2: 1,172 shares; 2026Q3: 1,027 shares 1,027 $298K 0.01% -145 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,078 shares; 2025Q4: 2,151 shares; 2026Q1: 2,521 shares; 2026Q2: 2,556 shares; 2026Q3: 2,493 shares 2,493 $296K 0.01% -63 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,241 shares; 2026Q2: 4,055 shares; 2026Q3: 4,354 shares 4,354 $296K 0.01% +299 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,922 shares; 2025Q4: 2,777 shares; 2026Q1: 3,782 shares; 2026Q2: 3,660 shares; 2026Q3: 2,591 shares 2,591 $295K 0.01% -1,069 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares; 2026Q3: 774 shares 774 $295K 0.01% +42 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421 shares; 2025Q4: 408 shares; 2026Q1: 496 shares; 2026Q2: 447 shares; 2026Q3: 609 shares 609 $294K 0.01% +162 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 969 shares; 2026Q3: 1,051 shares 1,051 $291K 0.01% +82 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,460 shares; 2026Q1: 10,391 shares; 2026Q2: 10,332 shares; 2026Q3: 9,091 shares 9,091 $289K 0.01% -1,241 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,630 shares; 2026Q3: 3,703 shares 3,703 $288K 0.01% +73 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,957 shares 4,957 $286K 0.01% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,095 shares 1,095 $286K 0.01% new 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; 2024Q4: 13,652 shares; 2025Q1: 19,984 shares; 2025Q2: 24,125 shares; 2025Q3: 24,162 shares; 2025Q4: 22,395 shares; 2026Q1: 23,220 shares; 2026Q2: 23,085 shares; 2026Q3: 23,660 shares 23,660 $285K 0.01% +575 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 148 shares; 2025Q3: 139 shares; 2025Q4: 145 shares; 2026Q1: 156 shares; 2026Q2: 153 shares; 2026Q3: 165 shares 165 $285K 0.01% +12 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,416 shares; 2025Q3: 1,435 shares; 2025Q4: 1,463 shares; 2026Q1: 2,090 shares; 2026Q2: 1,608 shares; 2026Q3: 1,732 shares 1,732 $284K 0.01% +124 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; 2024Q4: 849 shares; 2025Q1: 1,369 shares; 2025Q2: 1,578 shares; 2025Q3: 917 shares; 2025Q4: 1,104 shares; 2026Q1: 1,169 shares; 2026Q2: 1,196 shares; 2026Q3: 1,045 shares 1,045 $284K 0.01% -151 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,694 shares; 2026Q3: 3,741 shares 3,741 $283K 0.01% +47 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,449 shares; 2026Q1: 9,721 shares; 2026Q2: 8,096 shares; 2026Q3: 9,116 shares 9,116 $282K 0.01% +1,020 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,859 shares; 2025Q2: 10,859 shares; 2025Q3: 10,254 shares; 2025Q4: 15,346 shares; 2026Q1: 15,951 shares; 2026Q2: 15,951 shares; 2026Q3: 19,569 shares 19,569 $282K 0.01% +3,618 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,466 shares; 2026Q3: 4,529 shares 4,529 $281K 0.01% +63 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,229 shares; 2025Q4: 1,028 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,524 shares 1,524 $280K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,845 shares; 2025Q3: 4,266 shares; 2025Q4: 4,299 shares; 2026Q1: 4,453 shares; 2026Q2: 4,811 shares; 2026Q3: 4,620 shares 4,620 $280K 0.01% -191 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; 2024Q4: 11,054 shares; 2025Q1: 13,290 shares; 2025Q2: 2,810 shares; 2025Q3: not reported; 2025Q4: 3,927 shares; 2026Q1: 3,634 shares; 2026Q2: 3,755 shares; 2026Q3: 2,989 shares 2,989 $279K 0.01% -766 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 468 shares; 2025Q4: 512 shares; 2026Q1: not reported; 2026Q2: 563 shares; 2026Q3: 612 shares 612 $278K 0.01% +49 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,138 shares; 2025Q4: 4,420 shares; 2026Q1: 6,589 shares; 2026Q2: 7,050 shares; 2026Q3: 5,080 shares 5,080 $276K 0.01% -1,970 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,125 shares; 2025Q4: 840 shares; 2026Q1: 1,282 shares; 2026Q2: 1,225 shares; 2026Q3: 1,033 shares 1,033 $276K 0.01% -192 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares; 2026Q3: 283 shares 283 $275K 0.01% +8 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 990 shares; 2026Q2: 963 shares; 2026Q3: 951 shares 951 $274K 0.01% -12 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; 2024Q4: not reported; 2025Q1: 890 shares; 2025Q2: 904 shares; 2025Q3: 1,228 shares; 2025Q4: 836 shares; 2026Q1: 1,317 shares; 2026Q2: 867 shares; 2026Q3: 1,056 shares 1,056 $274K 0.01% +189 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares; 2026Q2: 662 shares; 2026Q3: 782 shares 782 $273K 0.01% +120 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares; 2026Q2: 2,372 shares; 2026Q3: 2,409 shares 2,409 $269K 0.01% +37 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,388 shares; 2026Q3: 5,512 shares 5,512 $269K 0.01% +124 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,907 shares; 2025Q1: 3,027 shares; 2025Q2: not reported; 2025Q3: 3,265 shares; 2025Q4: 3,384 shares; 2026Q1: 3,383 shares; 2026Q2: 3,373 shares; 2026Q3: 2,754 shares 2,754 $266K 0.01% -619 Timeline FBT 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: not reported; 2026Q2: 975 shares; 2026Q3: 975 shares 975 $265K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,371 shares 1,371 $264K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 761 shares; 2026Q2: not reported; 2026Q3: 980 shares 980 $264K 0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,692 shares; 2025Q4: 8,048 shares; 2026Q1: 11,934 shares; 2026Q2: 11,794 shares; 2026Q3: 2,052 shares 2,052 $263K 0.01% -9,742 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,085 shares; 2025Q1: 3,854 shares; 2025Q2: 4,998 shares; 2025Q3: 5,828 shares; 2025Q4: 5,026 shares; 2026Q1: 4,582 shares; 2026Q2: 5,767 shares; 2026Q3: 7,345 shares 7,345 $261K 0.01% +1,578 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,626 shares; 2026Q3: 7,708 shares 7,708 $261K 0.01% +82 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,297 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,625 shares; 2026Q3: 3,347 shares 3,347 $261K 0.01% -278 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 2,184 shares; 2026Q1: 2,549 shares; 2026Q2: 2,572 shares; 2026Q3: 2,606 shares 2,606 $259K 0.01% +34 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,354 shares; 2026Q2: 5,831 shares; 2026Q3: 5,846 shares 5,846 $257K 0.01% +15 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 1,778 shares; 2026Q1: not reported; 2026Q2: 2,002 shares; 2026Q3: 2,283 shares 2,283 $257K 0.01% +281 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,130 shares; 2026Q1: 1,487 shares; 2026Q2: not reported; 2026Q3: 1,399 shares 1,399 $256K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,796 shares 3,796 $256K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 628 shares; 2026Q3: 637 shares 637 $255K 0.01% +9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 695 shares; 2026Q1: 778 shares; 2026Q2: 792 shares; 2026Q3: 826 shares 826 $255K 0.01% +34 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; 2024Q4: 3,959 shares; 2025Q1: 4,032 shares; 2025Q2: 3,970 shares; 2025Q3: 4,012 shares; 2025Q4: 3,998 shares; 2026Q1: 4,182 shares; 2026Q2: 4,261 shares; 2026Q3: 4,014 shares 4,014 $254K 0.01% -247 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,052 shares; 2026Q3: 1,082 shares 1,082 $254K 0.01% +30 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,280 shares; 2026Q3: 1,283 shares 1,283 $252K 0.01% +3 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,951 shares; 2025Q1: 13,914 shares; 2025Q2: 13,914 shares; 2025Q3: 13,914 shares; 2025Q4: 13,914 shares; 2026Q1: 13,914 shares; 2026Q2: 13,914 shares; 2026Q3: 9,934 shares 9,934 $251K 0.01% -3,980 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,820 shares; 2026Q1: not reported; 2026Q2: 2,581 shares; 2026Q3: 2,574 shares 2,574 $251K 0.01% -7 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,401 shares; 2025Q3: 3,696 shares; 2025Q4: 3,738 shares; 2026Q1: 3,745 shares; 2026Q2: 4,389 shares; 2026Q3: 2,916 shares 2,916 $250K 0.01% -1,473 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,935 shares; 2025Q1: 4,215 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,019 shares; 2026Q3: 1,991 shares 1,991 $250K 0.01% -28 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,351 shares 4,351 $250K 0.01% new 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; 2024Q4: 1,113 shares; 2025Q1: 1,300 shares; 2025Q2: 2,005 shares; 2025Q3: 1,534 shares; 2025Q4: 1,552 shares; 2026Q1: 1,829 shares; 2026Q2: 1,642 shares; 2026Q3: 1,510 shares 1,510 $250K 0.01% -132 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,235 shares; 2025Q1: 12,079 shares; 2025Q2: 12,079 shares; 2025Q3: 12,079 shares; 2025Q4: 12,079 shares; 2026Q1: 12,079 shares; 2026Q2: 11,603 shares; 2026Q3: 11,603 shares 11,603 $246K 0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,316 shares; 2026Q3: 4,485 shares 4,485 $246K 0.01% +169 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,600 shares; 2025Q1: 11,483 shares; 2025Q2: 11,483 shares; 2025Q3: 11,483 shares; 2025Q4: 11,483 shares; 2026Q1: 11,483 shares; 2026Q2: 11,009 shares; 2026Q3: 11,009 shares 11,009 $246K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,109 shares; 2026Q3: 3,334 shares 3,334 $245K 0.01% +225 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares; 2026Q2: 1,128 shares; 2026Q3: 1,128 shares 1,128 $244K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,349 shares; 2026Q2: 2,039 shares; 2026Q3: 2,406 shares 2,406 $242K 0.01% +367 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,000 shares; 2025Q1: 8,750 shares; 2025Q2: 10,493 shares; 2025Q3: 10,498 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 6,800 shares; 2026Q3: 6,800 shares 6,800 $242K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 799 shares; 2026Q2: 813 shares; 2026Q3: 893 shares 893 $241K 0.01% +80 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 784 shares; 2026Q3: 834 shares 834 $240K 0.01% +50 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,529 shares; 2025Q1: 2,842 shares; 2025Q2: 3,314 shares; 2025Q3: 2,831 shares; 2025Q4: 3,071 shares; 2026Q1: 3,497 shares; 2026Q2: 2,850 shares; 2026Q3: 3,181 shares 3,181 $239K 0.01% +331 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,172 shares 1,172 $237K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,713 shares; 2026Q3: 9,702 shares 9,702 $235K 0.01% +989 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: not reported; 2026Q1: 935 shares; 2026Q2: not reported; 2026Q3: 818 shares 818 $235K 0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,223 shares; 2025Q1: 4,316 shares; 2025Q2: 5,015 shares; 2025Q3: 4,823 shares; 2025Q4: 5,499 shares; 2026Q1: 4,388 shares; 2026Q2: 2,012 shares; 2026Q3: 1,811 shares 1,811 $232K 0.01% -201 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513 shares; 2026Q3: 545 shares 545 $231K 0.01% +32 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,387 shares; 2025Q1: 2,368 shares; 2025Q2: 3,292 shares; 2025Q3: 2,710 shares; 2025Q4: 2,508 shares; 2026Q1: not reported; 2026Q2: 2,888 shares; 2026Q3: 2,824 shares 2,824 $230K 0.01% -64 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,016 shares 8,016 $230K 0.01% new 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; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 1,120 shares; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 1,340 shares; 2026Q2: not reported; 2026Q3: 1,092 shares 1,092 $229K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,455 shares; 2025Q1: 3,701 shares; 2025Q2: 4,019 shares; 2025Q3: 3,784 shares; 2025Q4: 3,272 shares; 2026Q1: 3,262 shares; 2026Q2: 3,487 shares; 2026Q3: 3,563 shares 3,563 $229K 0.01% +76 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 924 shares 924 $229K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,321 shares; 2026Q2: not reported; 2026Q3: 4,115 shares 4,115 $229K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,245 shares; 2025Q1: not reported; 2025Q2: 5,294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,653 shares; 2026Q3: 7,054 shares 7,054 $225K 0.01% -599 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,307 shares 1,307 $225K 0.01% new Timeline