SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,141 shares; 2024Q4: 313,998 shares; 2025Q1: 544,042 shares; 2025Q2: 668,043 shares; 2025Q3: 694,514 shares; 2025Q4: 740,283 shares; 2026Q1: 797,226 shares; 2026Q2: 726,046 shares 726,046 $16.8M 4.04% -71,180 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,587 shares; 2024Q4: 63,870 shares; 2025Q1: 54,681 shares; 2025Q2: 53,872 shares; 2025Q3: 54,940 shares; 2025Q4: 64,161 shares; 2026Q1: 52,492 shares; 2026Q2: 52,626 shares 52,626 $15.2M 3.66% +134 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,662 shares; 2024Q4: 64,152 shares; 2025Q1: 109,988 shares; 2025Q2: 124,265 shares; 2025Q3: 127,777 shares; 2025Q4: 136,130 shares; 2026Q1: 133,613 shares; 2026Q2: 138,506 shares 138,506 $11.4M 2.75% +4,893 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; 2024Q3: 83,644 shares; 2024Q4: 65,016 shares; 2025Q1: 109,912 shares; 2025Q2: 116,462 shares; 2025Q3: 119,455 shares; 2025Q4: 112,475 shares; 2026Q1: 108,412 shares; 2026Q2: 119,706 shares 119,706 $11.2M 2.69% +11,294 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,001 shares; 2024Q4: 73,253 shares; 2025Q1: 138,600 shares; 2025Q2: 159,530 shares; 2025Q3: 188,699 shares; 2025Q4: 200,160 shares; 2026Q1: 188,388 shares; 2026Q2: 207,927 shares 207,927 $10.8M 2.59% +19,539 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,352 shares; 2024Q4: 2,797 shares; 2025Q1: 18,558 shares; 2025Q2: 19,538 shares; 2025Q3: 19,422 shares; 2025Q4: 22,286 shares; 2026Q1: 23,897 shares; 2026Q2: 24,679 shares 24,679 $9.21M 2.21% +782 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,954 shares; 2024Q4: 71,911 shares; 2025Q1: 125,418 shares; 2025Q2: 152,946 shares; 2025Q3: 157,106 shares; 2025Q4: 161,576 shares; 2026Q1: 215,571 shares; 2026Q2: 264,926 shares 264,926 $7.95M 1.91% +49,355 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,782 shares; 2024Q4: 8,398 shares; 2025Q1: 11,224 shares; 2025Q2: 12,547 shares; 2025Q3: 14,414 shares; 2025Q4: 23,451 shares; 2026Q1: 28,111 shares; 2026Q2: 30,045 shares 30,045 $7.16M 1.72% +1,934 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,411 shares; 2024Q4: 157,382 shares; 2025Q1: 253,461 shares; 2025Q2: 254,778 shares; 2025Q3: 252,891 shares; 2025Q4: 241,153 shares; 2026Q1: 224,720 shares; 2026Q2: 219,995 shares 219,995 $7.09M 1.7% -4,725 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,267 shares; 2024Q4: 51,277 shares; 2025Q1: 98,301 shares; 2025Q2: 119,517 shares; 2025Q3: 125,873 shares; 2025Q4: 135,381 shares; 2026Q1: 119,524 shares; 2026Q2: 85,111 shares 85,111 $6.4M 1.54% -34,413 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,115 shares; 2024Q4: 7,145 shares; 2025Q1: 22,744 shares; 2025Q2: 24,540 shares; 2025Q3: 24,094 shares; 2025Q4: 24,026 shares; 2026Q1: 29,450 shares; 2026Q2: 29,134 shares 29,134 $5.83M 1.4% -316 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,343 shares; 2024Q4: 12,550 shares; 2025Q1: 27,606 shares; 2025Q2: 27,639 shares; 2025Q3: 27,358 shares; 2025Q4: 27,363 shares; 2026Q1: 27,397 shares; 2026Q2: 27,385 shares 27,385 $5.1M 1.22% -12 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,131 shares; 2026Q1: 3,921 shares; 2026Q2: 4,355 shares 4,355 $5.03M 1.21% +434 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 1,826 shares; 2025Q1: 6,928 shares; 2025Q2: 6,894 shares; 2025Q3: 6,181 shares; 2025Q4: 10,774 shares; 2026Q1: 11,821 shares; 2026Q2: 11,898 shares 11,898 $5M 1.2% +77 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,324 shares; 2024Q4: 822 shares; 2025Q1: 17,858 shares; 2025Q2: 17,828 shares; 2025Q3: 17,679 shares; 2025Q4: 17,770 shares; 2026Q1: 17,735 shares; 2026Q2: 17,705 shares 17,705 $4.79M 1.15% -30 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,966 shares; 2024Q4: 1,760 shares; 2025Q1: 3,659 shares; 2025Q2: 5,392 shares; 2025Q3: 5,666 shares; 2025Q4: 14,905 shares; 2026Q1: 13,096 shares; 2026Q2: 12,968 shares 12,968 $4.58M 1.1% -128 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,898 shares; 2025Q2: 25,230 shares; 2025Q3: 25,143 shares; 2025Q4: 25,609 shares; 2026Q1: 25,631 shares; 2026Q2: 25,492 shares 25,492 $3.99M 0.96% -139 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,078 shares; 2024Q4: not reported; 2025Q1: 2,467 shares; 2025Q2: 7,096 shares; 2025Q3: 6,896 shares; 2025Q4: 11,390 shares; 2026Q1: 11,229 shares; 2026Q2: 12,050 shares 12,050 $3.94M 0.95% +821 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,065 shares; 2024Q4: 58,774 shares; 2025Q1: 87,752 shares; 2025Q2: 101,925 shares; 2025Q3: 99,144 shares; 2025Q4: 106,868 shares; 2026Q1: 108,766 shares; 2026Q2: 112,463 shares 112,463 $3.81M 0.91% +3,697 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,859 shares; 2024Q4: 29,548 shares; 2025Q1: 37,416 shares; 2025Q2: 35,956 shares; 2025Q3: 40,390 shares; 2025Q4: 46,718 shares; 2026Q1: 34,946 shares; 2026Q2: 39,029 shares 39,029 $3.58M 0.86% +4,083 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,577 shares; 2024Q4: 4,485 shares; 2025Q1: 8,750 shares; 2025Q2: 9,931 shares; 2025Q3: 8,307 shares; 2025Q4: 10,935 shares; 2026Q1: 10,373 shares; 2026Q2: 9,796 shares 9,796 $3.5M 0.84% -577 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 2,219 shares; 2025Q1: 2,711 shares; 2025Q2: 3,416 shares; 2025Q3: 3,060 shares; 2025Q4: 4,906 shares; 2026Q1: 5,282 shares; 2026Q2: 5,923 shares 5,923 $3.34M 0.8% +641 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,041 shares; 2024Q4: 36,334 shares; 2025Q1: 63,233 shares; 2025Q2: 63,701 shares; 2025Q3: 65,387 shares; 2025Q4: 64,398 shares; 2026Q1: 62,205 shares; 2026Q2: 56,407 shares 56,407 $3.27M 0.79% -5,798 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; 2024Q3: 12,835 shares; 2024Q4: 15,807 shares; 2025Q1: 22,658 shares; 2025Q2: 22,633 shares; 2025Q3: 58,511 shares; 2025Q4: 116,585 shares; 2026Q1: 114,518 shares; 2026Q2: 115,942 shares 115,942 $3.21M 0.77% +1,424 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,140 shares; 2025Q2: 2,321 shares; 2025Q3: 4,391 shares; 2025Q4: 10,832 shares; 2026Q1: 10,693 shares; 2026Q2: 11,787 shares 11,787 $2.79M 0.67% +1,094 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 3,768 shares; 2026Q1: 9,477 shares; 2026Q2: 10,036 shares 10,036 $2.73M 0.66% +559 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,429 shares; 2025Q2: 7,808 shares; 2025Q3: 8,054 shares; 2025Q4: 16,130 shares; 2026Q1: 16,105 shares; 2026Q2: 14,848 shares 14,848 $2.7M 0.65% -1,257 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,212 shares; 2024Q4: 3,117 shares; 2025Q1: 7,590 shares; 2025Q2: 13,439 shares; 2025Q3: 14,109 shares; 2025Q4: 20,043 shares; 2026Q1: 19,330 shares; 2026Q2: 19,464 shares 19,464 $2.66M 0.64% +134 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,823 shares; 2024Q4: 20,392 shares; 2025Q1: 34,825 shares; 2025Q2: 45,632 shares; 2025Q3: 51,754 shares; 2025Q4: 53,756 shares; 2026Q1: 53,517 shares; 2026Q2: 52,409 shares 52,409 $2.65M 0.64% -1,108 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739 shares; 2024Q4: 502 shares; 2025Q1: 2,004 shares; 2025Q2: 2,230 shares; 2025Q3: 2,546 shares; 2025Q4: 3,670 shares; 2026Q1: 3,486 shares; 2026Q2: 3,504 shares 3,504 $2.62M 0.63% +18 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 1,326 shares; 2025Q1: 3,739 shares; 2025Q2: 4,708 shares; 2025Q3: 4,312 shares; 2025Q4: 5,503 shares; 2026Q1: 5,368 shares; 2026Q2: 5,212 shares 5,212 $2.61M 0.63% -156 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,733 shares; 2024Q4: 33,117 shares; 2025Q1: 69,457 shares; 2025Q2: 106,883 shares; 2025Q3: 112,450 shares; 2025Q4: 120,476 shares; 2026Q1: 101,024 shares; 2026Q2: 97,478 shares 97,478 $2.58M 0.62% -3,546 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,134 shares; 2024Q4: 771 shares; 2025Q1: 3,315 shares; 2025Q2: 7,977 shares; 2025Q3: 7,548 shares; 2025Q4: 8,337 shares; 2026Q1: 8,319 shares; 2026Q2: 7,476 shares 7,476 $2.57M 0.62% -843 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,485 shares; 2025Q4: 14,500 shares; 2026Q1: 14,400 shares; 2026Q2: 14,400 shares 14,400 $2.5M 0.6% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,473 shares; 2025Q3: 16,853 shares; 2025Q4: 32,536 shares; 2026Q1: 30,192 shares; 2026Q2: 29,755 shares 29,755 $2.46M 0.59% -437 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,425 shares; 2025Q2: 7,422 shares; 2025Q3: 7,412 shares; 2025Q4: 7,554 shares; 2026Q1: 7,430 shares; 2026Q2: 7,432 shares 7,432 $2.36M 0.57% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,982 shares; 2024Q4: 20,756 shares; 2025Q1: 17,707 shares; 2025Q2: 18,013 shares; 2025Q3: 19,084 shares; 2025Q4: 35,343 shares; 2026Q1: 36,775 shares; 2026Q2: 43,836 shares 43,836 $2.34M 0.56% +7,061 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,408 shares; 2024Q4: 10,700 shares; 2025Q1: 14,752 shares; 2025Q2: 13,449 shares; 2025Q3: 13,080 shares; 2025Q4: 13,214 shares; 2026Q1: 14,113 shares; 2026Q2: 14,097 shares 14,097 $2.3M 0.55% -16 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 2,609 shares; 2025Q3: 2,849 shares; 2025Q4: 4,926 shares; 2026Q1: 4,783 shares; 2026Q2: 4,733 shares 4,733 $2.26M 0.54% -50 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,063 shares 22,063 $2.25M 0.54% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,515 shares; 2024Q4: 4,225 shares; 2025Q1: 11,390 shares; 2025Q2: 17,964 shares; 2025Q3: 17,792 shares; 2025Q4: 26,362 shares; 2026Q1: 24,019 shares; 2026Q2: 27,423 shares 27,423 $2.24M 0.54% +3,404 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,124 shares; 2024Q4: 29,906 shares; 2025Q1: 39,615 shares; 2025Q2: 33,682 shares; 2025Q3: 29,365 shares; 2025Q4: 29,601 shares; 2026Q1: 34,833 shares; 2026Q2: 37,461 shares 37,461 $2.24M 0.54% +2,628 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,288 shares; 2024Q4: not reported; 2025Q1: 5,206 shares; 2025Q2: 12,757 shares; 2025Q3: 29,227 shares; 2025Q4: 42,235 shares; 2026Q1: 41,754 shares; 2026Q2: 43,722 shares 43,722 $2.21M 0.53% +1,968 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,596 shares; 2025Q3: 20,175 shares; 2025Q4: 39,703 shares; 2026Q1: 39,633 shares; 2026Q2: 39,107 shares 39,107 $2.12M 0.51% -526 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,375 shares; 2024Q4: 19,213 shares; 2025Q1: 35,279 shares; 2025Q2: 34,936 shares; 2025Q3: 32,168 shares; 2025Q4: 30,303 shares; 2026Q1: 29,138 shares; 2026Q2: 27,151 shares 27,151 $2.08M 0.5% -1,987 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,748 shares; 2024Q4: not reported; 2025Q1: 5,071 shares; 2025Q2: 13,432 shares; 2025Q3: 12,895 shares; 2025Q4: 21,939 shares; 2026Q1: 22,090 shares; 2026Q2: 26,224 shares 26,224 $2.06M 0.5% +4,134 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,576 shares; 2024Q4: 5,038 shares; 2025Q1: 6,366 shares; 2025Q2: 6,781 shares; 2025Q3: 3,925 shares; 2025Q4: 5,844 shares; 2026Q1: 6,368 shares; 2026Q2: 6,657 shares 6,657 $2.02M 0.48% +289 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: not reported; 2025Q1: 2,085 shares; 2025Q2: 6,233 shares; 2025Q3: 6,737 shares; 2025Q4: 11,167 shares; 2026Q1: 11,285 shares; 2026Q2: 12,492 shares 12,492 $1.89M 0.45% +1,207 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 1,859 shares; 2025Q4: 3,741 shares; 2026Q1: 3,373 shares; 2026Q2: 2,608 shares 2,608 $1.89M 0.45% -765 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,040 shares; 2025Q3: 7,696 shares; 2025Q4: 20,032 shares; 2026Q1: 27,411 shares; 2026Q2: 36,873 shares 36,873 $1.87M 0.45% +9,462 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,980 shares; 2025Q3: 5,020 shares; 2025Q4: 6,457 shares; 2026Q1: 9,957 shares; 2026Q2: 15,051 shares 15,051 $1.83M 0.44% +5,094 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,621 shares; 2024Q4: not reported; 2025Q1: 27,738 shares; 2025Q2: 33,113 shares; 2025Q3: 63,580 shares; 2025Q4: 54,315 shares; 2026Q1: 54,692 shares; 2026Q2: 62,118 shares 62,118 $1.83M 0.44% +7,426 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,291 shares; 2024Q4: 1,778 shares; 2025Q1: 2,628 shares; 2025Q2: 4,042 shares; 2025Q3: 3,567 shares; 2025Q4: 5,410 shares; 2026Q1: 5,099 shares; 2026Q2: 4,933 shares 4,933 $1.83M 0.44% -166 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,252 shares; 2024Q4: 2,373 shares; 2025Q1: 3,270 shares; 2025Q2: 4,106 shares; 2025Q3: 3,820 shares; 2025Q4: 4,470 shares; 2026Q1: 5,175 shares; 2026Q2: 5,155 shares 5,155 $1.77M 0.42% -20 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 866 shares; 2025Q1: 1,965 shares; 2025Q2: 1,911 shares; 2025Q3: 1,712 shares; 2025Q4: 1,741 shares; 2026Q1: 1,587 shares; 2026Q2: 1,612 shares 1,612 $1.72M 0.41% +25 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,464 shares; 2024Q4: 3,494 shares; 2025Q1: 5,259 shares; 2025Q2: 5,133 shares; 2025Q3: 5,062 shares; 2025Q4: 2,701 shares; 2026Q1: 2,885 shares; 2026Q2: 4,678 shares 4,678 $1.71M 0.41% +1,793 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 753 shares; 2025Q4: 2,505 shares; 2026Q1: 2,815 shares; 2026Q2: 19,385 shares 19,385 $1.67M 0.4% +16,570 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,622 shares; 2025Q3: 17,083 shares; 2025Q4: 34,266 shares; 2026Q1: 31,080 shares; 2026Q2: 30,786 shares 30,786 $1.62M 0.39% -294 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,479 shares; 2024Q4: 3,769 shares; 2025Q1: 7,642 shares; 2025Q2: 11,367 shares; 2025Q3: 12,355 shares; 2025Q4: 19,042 shares; 2026Q1: 19,097 shares; 2026Q2: 19,283 shares 19,283 $1.61M 0.39% +186 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,128 shares; 2024Q4: 76,480 shares; 2025Q1: 158,561 shares; 2025Q2: 184,293 shares; 2025Q3: 163,824 shares; 2025Q4: 366,418 shares; 2026Q1: 393,552 shares; 2026Q2: 416,254 shares 416,254 $1.6M 0.39% +22,702 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 819 shares; 2025Q4: 1,528 shares; 2026Q1: 4,010 shares; 2026Q2: 4,130 shares 4,130 $1.6M 0.38% +120 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: 107 shares; 2025Q4: 180 shares; 2026Q1: 303 shares; 2026Q2: 8,895 shares 8,895 $1.59M 0.38% +8,592 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,588 shares; 2025Q2: 8,032 shares; 2025Q3: 9,993 shares; 2025Q4: 13,008 shares; 2026Q1: 18,436 shares; 2026Q2: 21,498 shares 21,498 $1.53M 0.37% +3,062 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares; 2026Q1: 2,626 shares; 2026Q2: 5,300 shares 5,300 $1.52M 0.37% +2,674 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 1,579 shares; 2025Q1: 1,575 shares; 2025Q2: 1,669 shares; 2025Q3: 1,403 shares; 2025Q4: 2,162 shares; 2026Q1: 2,071 shares; 2026Q2: 2,165 shares 2,165 $1.49M 0.36% +94 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,528 shares; 2024Q4: 4,221 shares; 2025Q1: 5,987 shares; 2025Q2: 6,088 shares; 2025Q3: 5,622 shares; 2025Q4: 5,529 shares; 2026Q1: 5,997 shares; 2026Q2: 6,115 shares 6,115 $1.49M 0.36% +118 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,549 shares; 2025Q4: 3,228 shares; 2026Q1: 3,434 shares; 2026Q2: 4,876 shares 4,876 $1.48M 0.35% +1,442 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376 shares; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,263 shares; 2025Q3: 3,439 shares; 2025Q4: 3,431 shares; 2026Q1: 3,671 shares; 2026Q2: 3,548 shares 3,548 $1.47M 0.35% -123 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,370 shares; 2024Q4: 2,458 shares; 2025Q1: 3,671 shares; 2025Q2: 3,709 shares; 2025Q3: 3,823 shares; 2025Q4: 4,026 shares; 2026Q1: 4,017 shares; 2026Q2: 3,935 shares 3,935 $1.47M 0.35% -82 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,694 shares; 2024Q4: 2,579 shares; 2025Q1: 5,377 shares; 2025Q2: 5,316 shares; 2025Q3: 4,590 shares; 2025Q4: 4,599 shares; 2026Q1: 4,713 shares; 2026Q2: 5,622 shares 5,622 $1.43M 0.34% +909 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,747 shares; 2024Q4: not reported; 2025Q1: 3,415 shares; 2025Q2: 3,441 shares; 2025Q3: 3,554 shares; 2025Q4: 3,835 shares; 2026Q1: 3,779 shares; 2026Q2: 4,209 shares 4,209 $1.42M 0.34% +430 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,963 shares; 2025Q2: 134,677 shares; 2025Q3: 125,775 shares; 2025Q4: 252,396 shares; 2026Q1: 246,146 shares; 2026Q2: 243,650 shares 243,650 $1.42M 0.34% -2,496 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087 shares; 2024Q4: 1,171 shares; 2025Q1: 2,161 shares; 2025Q2: 2,864 shares; 2025Q3: 2,575 shares; 2025Q4: 3,392 shares; 2026Q1: 3,417 shares; 2026Q2: 3,964 shares 3,964 $1.4M 0.34% +547 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,062 shares; 2025Q3: 5,918 shares; 2025Q4: 12,493 shares; 2026Q1: 12,354 shares; 2026Q2: 11,954 shares 11,954 $1.4M 0.34% -400 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,652 shares; 2024Q4: 3,726 shares; 2025Q1: 4,049 shares; 2025Q2: 3,527 shares; 2025Q3: 2,576 shares; 2025Q4: 4,007 shares; 2026Q1: 3,841 shares; 2026Q2: 17,253 shares 17,253 $1.39M 0.33% +13,412 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,475 shares; 2025Q1: 2,679 shares; 2025Q2: 2,046 shares; 2025Q3: 1,478 shares; 2025Q4: 2,182 shares; 2026Q1: 1,907 shares; 2026Q2: 1,875 shares 1,875 $1.38M 0.33% -32 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 855 shares; 2026Q1: 2,004 shares; 2026Q2: 2,326 shares 2,326 $1.35M 0.32% +322 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,467 shares; 2025Q1: 18,142 shares; 2025Q2: 10,166 shares; 2025Q3: not reported; 2025Q4: 43,300 shares; 2026Q1: 42,502 shares; 2026Q2: 42,526 shares 42,526 $1.35M 0.32% +24 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,000 shares; 2024Q4: not reported; 2025Q1: 185,350 shares; 2025Q2: 185,350 shares; 2025Q3: 185,350 shares; 2025Q4: 185,350 shares; 2026Q1: 190,350 shares; 2026Q2: 190,350 shares 190,350 $1.34M 0.32% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,061 shares; 2025Q2: 3,387 shares; 2025Q3: 2,968 shares; 2025Q4: 3,444 shares; 2026Q1: 3,748 shares; 2026Q2: 3,549 shares 3,549 $1.34M 0.32% -199 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,062 shares; 2024Q4: 8,285 shares; 2025Q1: 17,208 shares; 2025Q2: 17,756 shares; 2025Q3: 16,878 shares; 2025Q4: 13,384 shares; 2026Q1: 12,929 shares; 2026Q2: 11,783 shares 11,783 $1.33M 0.32% -1,146 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 746 shares; 2025Q1: 1,552 shares; 2025Q2: 3,265 shares; 2025Q3: 3,033 shares; 2025Q4: 4,509 shares; 2026Q1: 4,545 shares; 2026Q2: 4,480 shares 4,480 $1.31M 0.32% -65 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,622 shares; 2025Q3: 10,322 shares; 2025Q4: 19,294 shares; 2026Q1: 17,918 shares; 2026Q2: 17,662 shares 17,662 $1.29M 0.31% -256 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,382 shares; 2025Q3: 30,779 shares; 2025Q4: 53,280 shares; 2026Q1: 53,137 shares; 2026Q2: 51,262 shares 51,262 $1.26M 0.3% -1,875 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,077 shares; 2026Q2: 50,838 shares 50,838 $1.21M 0.29% +20,761 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509 shares; 2024Q4: 565 shares; 2025Q1: 960 shares; 2025Q2: 1,675 shares; 2025Q3: 777 shares; 2025Q4: 1,255 shares; 2026Q1: 1,182 shares; 2026Q2: 1,607 shares 1,607 $1.2M 0.29% +425 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,837 shares; 2024Q4: 2,196 shares; 2025Q1: 3,868 shares; 2025Q2: 6,778 shares; 2025Q3: 6,449 shares; 2025Q4: 9,677 shares; 2026Q1: 9,873 shares; 2026Q2: 10,011 shares 10,011 $1.19M 0.29% +138 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,118 shares; 2026Q1: 10,930 shares; 2026Q2: 15,240 shares 15,240 $1.17M 0.28% +4,310 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,501 shares; 2024Q4: 2,140 shares; 2025Q1: 6,265 shares; 2025Q2: 6,232 shares; 2025Q3: 6,497 shares; 2025Q4: 6,742 shares; 2026Q1: 6,654 shares; 2026Q2: 8,005 shares 8,005 $1.17M 0.28% +1,351 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,173 shares; 2025Q3: 6,320 shares; 2025Q4: 17,917 shares; 2026Q1: 20,738 shares; 2026Q2: 35,199 shares 35,199 $1.17M 0.28% +14,461 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,794 shares; 2024Q4: 2,054 shares; 2025Q1: 3,695 shares; 2025Q2: 7,161 shares; 2025Q3: 7,149 shares; 2025Q4: 10,984 shares; 2026Q1: 10,933 shares; 2026Q2: 9,214 shares 9,214 $1.17M 0.28% -1,719 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,016 shares; 2026Q1: 7,757 shares; 2026Q2: 9,814 shares 9,814 $1.15M 0.28% +2,057 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,469 shares; 2025Q3: 10,131 shares; 2025Q4: 11,219 shares; 2026Q1: 11,247 shares; 2026Q2: 9,858 shares 9,858 $1.13M 0.27% -1,389 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,213 shares; 2025Q4: 14,002 shares; 2026Q1: 12,242 shares; 2026Q2: 26,634 shares 26,634 $1.13M 0.27% +14,392 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: 1,564 shares; 2025Q4: 3,107 shares; 2026Q1: 3,141 shares; 2026Q2: 3,075 shares 3,075 $1.11M 0.27% -66 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,938 shares; 2025Q2: 62,250 shares; 2025Q3: 53,128 shares; 2025Q4: 48,907 shares; 2026Q1: 46,071 shares; 2026Q2: 39,282 shares 39,282 $1.09M 0.26% -6,789 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,242 shares; 2024Q4: 24,339 shares; 2025Q1: 66,686 shares; 2025Q2: 66,129 shares; 2025Q3: 63,618 shares; 2025Q4: 62,076 shares; 2026Q1: 61,021 shares; 2026Q2: 52,586 shares 52,586 $1.09M 0.26% -8,435 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,825 shares; 2025Q4: 6,564 shares; 2026Q1: 6,791 shares; 2026Q2: 6,594 shares 6,594 $1.08M 0.26% -197 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,092 shares; 2024Q4: 1,357 shares; 2025Q1: 3,747 shares; 2025Q2: 3,651 shares; 2025Q3: 3,546 shares; 2025Q4: 3,482 shares; 2026Q1: 3,595 shares; 2026Q2: 3,851 shares 3,851 $1.08M 0.26% +256 Timeline RISN NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,006 shares; 2026Q2: 34,316 shares 34,316 $1.06M 0.25% +20,310 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,744 shares; 2026Q1: 13,771 shares; 2026Q2: 21,862 shares 21,862 $1.05M 0.25% +8,091 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,420 shares; 2025Q1: 6,743 shares; 2025Q2: 7,019 shares; 2025Q3: 8,297 shares; 2025Q4: 10,468 shares; 2026Q1: 27,982 shares; 2026Q2: 32,586 shares 32,586 $1.04M 0.25% +4,604 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,777 shares; 2026Q2: 3,777 shares 3,777 $1.02M 0.24% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 2,402 shares; 2025Q1: 4,281 shares; 2025Q2: 3,929 shares; 2025Q3: 3,826 shares; 2025Q4: 3,592 shares; 2026Q1: 4,029 shares; 2026Q2: 4,244 shares 4,244 $1.01M 0.24% +215 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,187 shares; 2024Q4: 48,974 shares; 2025Q1: 59,312 shares; 2025Q2: 56,007 shares; 2025Q3: 54,468 shares; 2025Q4: 52,697 shares; 2026Q1: 39,605 shares; 2026Q2: 18,725 shares 18,725 $996K 0.24% -20,880 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,754 shares; 2025Q3: 5,572 shares; 2025Q4: 10,982 shares; 2026Q1: 11,028 shares; 2026Q2: 10,720 shares 10,720 $989K 0.24% -308 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,875 shares; 2025Q2: 14,860 shares; 2025Q3: 13,903 shares; 2025Q4: 17,577 shares; 2026Q1: 17,577 shares; 2026Q2: 18,677 shares 18,677 $982K 0.24% +1,100 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,561 shares; 2024Q4: 9,187 shares; 2025Q1: 19,148 shares; 2025Q2: 21,969 shares; 2025Q3: 21,716 shares; 2025Q4: 27,234 shares; 2026Q1: 23,946 shares; 2026Q2: 19,230 shares 19,230 $973K 0.23% -4,716 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,021 shares; 2025Q4: 1,886 shares; 2026Q1: 2,557 shares; 2026Q2: 2,627 shares 2,627 $958K 0.23% +70 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,252 shares; 2025Q3: 5,714 shares; 2025Q4: 11,512 shares; 2026Q1: 11,300 shares; 2026Q2: 6,128 shares 6,128 $956K 0.23% -5,172 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,573 shares; 2026Q1: 6,893 shares; 2026Q2: 10,379 shares 10,379 $951K 0.23% +3,486 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,747 shares; 2024Q4: 1,209 shares; 2025Q1: 3,389 shares; 2025Q2: 4,297 shares; 2025Q3: 3,875 shares; 2025Q4: 3,968 shares; 2026Q1: 3,986 shares; 2026Q2: 4,268 shares 4,268 $941K 0.23% +282 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,191 shares; 2025Q3: 7,297 shares; 2025Q4: 16,314 shares; 2026Q1: 23,550 shares; 2026Q2: 24,118 shares 24,118 $938K 0.23% +568 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 632 shares; 2025Q3: 686 shares; 2025Q4: 634 shares; 2026Q1: 753 shares; 2026Q2: 796 shares 796 $936K 0.22% +43 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,894 shares; 2024Q4: 40,510 shares; 2025Q1: 39,462 shares; 2025Q2: 35,384 shares; 2025Q3: 33,401 shares; 2025Q4: 30,351 shares; 2026Q1: 29,431 shares; 2026Q2: 24,540 shares 24,540 $935K 0.22% -4,891 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,623 shares; 2025Q3: 2,048 shares; 2025Q4: 3,758 shares; 2026Q1: 3,147 shares; 2026Q2: 3,121 shares 3,121 $930K 0.22% -26 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,705 shares; 2025Q2: 7,615 shares; 2025Q3: 7,446 shares; 2025Q4: 15,149 shares; 2026Q1: 14,730 shares; 2026Q2: 14,914 shares 14,914 $928K 0.22% +184 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 639 shares; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,198 shares; 2025Q4: 1,149 shares; 2026Q1: 1,102 shares; 2026Q2: 1,772 shares 1,772 $919K 0.22% +670 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,332 shares 17,332 $914K 0.22% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,823 shares; 2025Q3: 4,058 shares; 2025Q4: 7,672 shares; 2026Q1: 7,739 shares; 2026Q2: 7,689 shares 7,689 $898K 0.22% -50 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,924 shares; 2026Q1: 3,710 shares; 2026Q2: 6,600 shares 6,600 $879K 0.21% +2,890 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,253 shares; 2025Q2: 13,966 shares; 2025Q3: 13,987 shares; 2025Q4: 19,941 shares; 2026Q1: 20,605 shares; 2026Q2: 20,594 shares 20,594 $872K 0.21% -11 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 478 shares; 2025Q4: 905 shares; 2026Q1: 900 shares; 2026Q2: 898 shares 898 $863K 0.21% -2 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,673 shares; 2024Q4: 1,827 shares; 2025Q1: 3,305 shares; 2025Q2: 3,031 shares; 2025Q3: 2,858 shares; 2025Q4: 3,541 shares; 2026Q1: 4,819 shares; 2026Q2: 5,076 shares 5,076 $863K 0.21% +257 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,967 shares; 2025Q2: 8,205 shares; 2025Q3: 8,466 shares; 2025Q4: 12,915 shares; 2026Q1: 11,960 shares; 2026Q2: 11,851 shares 11,851 $857K 0.21% -109 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,121 shares; 2024Q4: 2,324 shares; 2025Q1: 3,909 shares; 2025Q2: 3,783 shares; 2025Q3: 3,381 shares; 2025Q4: 3,093 shares; 2026Q1: 3,374 shares; 2026Q2: 3,399 shares 3,399 $855K 0.21% +25 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 707 shares; 2025Q1: 642 shares; 2025Q2: 714 shares; 2025Q3: 765 shares; 2025Q4: 859 shares; 2026Q1: 799 shares; 2026Q2: 712 shares 712 $854K 0.21% -87 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,106 shares; 2025Q2: 14,193 shares; 2025Q3: 11,832 shares; 2025Q4: 15,816 shares; 2026Q1: 15,325 shares; 2026Q2: 16,723 shares 16,723 $854K 0.21% +1,398 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,721 shares; 2024Q4: 7,240 shares; 2025Q1: 25,699 shares; 2025Q2: 25,699 shares; 2025Q3: 19,221 shares; 2025Q4: 19,221 shares; 2026Q1: 19,221 shares; 2026Q2: 19,221 shares 19,221 $853K 0.2% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,963 shares; 2025Q3: 6,113 shares; 2025Q4: 11,860 shares; 2026Q1: 11,781 shares; 2026Q2: 11,451 shares 11,451 $841K 0.2% -330 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647 shares; 2026Q1: 834 shares; 2026Q2: 998 shares 998 $838K 0.2% +164 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,088 shares 19,088 $832K 0.2% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,442 shares; 2025Q4: 2,998 shares; 2026Q1: 3,094 shares; 2026Q2: 2,946 shares 2,946 $825K 0.2% -148 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,657 shares; 2024Q4: 48,717 shares; 2025Q1: 85,189 shares; 2025Q2: 45,345 shares; 2025Q3: 32,033 shares; 2025Q4: 31,878 shares; 2026Q1: 37,518 shares; 2026Q2: 34,851 shares 34,851 $817K 0.2% -2,667 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,855 shares; 2024Q4: 2,108 shares; 2025Q1: 4,098 shares; 2025Q2: 5,575 shares; 2025Q3: 6,105 shares; 2025Q4: 6,087 shares; 2026Q1: 6,049 shares; 2026Q2: 6,196 shares 6,196 $765K 0.18% +147 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,581 shares 2,581 $764K 0.18% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: not reported; 2025Q1: 3,623 shares; 2025Q2: 3,035 shares; 2025Q3: 3,174 shares; 2025Q4: 3,261 shares; 2026Q1: 3,319 shares; 2026Q2: 5,906 shares 5,906 $763K 0.18% +2,587 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: 1,323 shares; 2025Q4: 2,408 shares; 2026Q1: 2,033 shares; 2026Q2: 1,889 shares 1,889 $750K 0.18% -144 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,074 shares; 2025Q3: 5,561 shares; 2025Q4: 10,506 shares; 2026Q1: 10,088 shares; 2026Q2: 10,004 shares 10,004 $745K 0.18% -84 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,246 shares; 2026Q2: 5,958 shares 5,958 $741K 0.18% +4,712 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,156 shares; 2026Q1: 9,934 shares; 2026Q2: 7,348 shares 7,348 $740K 0.18% -2,586 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 323 shares 323 $734K 0.18% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: not reported; 2025Q1: 1,654 shares; 2025Q2: 1,637 shares; 2025Q3: 1,326 shares; 2025Q4: 1,614 shares; 2026Q1: 2,074 shares; 2026Q2: 3,353 shares 3,353 $731K 0.18% +1,279 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,033 shares; 2025Q3: 17,784 shares; 2025Q4: 30,614 shares; 2026Q1: 31,029 shares; 2026Q2: 30,193 shares 30,193 $727K 0.17% -836 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 1,622 shares; 2025Q1: 2,983 shares; 2025Q2: 3,088 shares; 2025Q3: 2,832 shares; 2025Q4: 2,772 shares; 2026Q1: 3,328 shares; 2026Q2: 3,231 shares 3,231 $725K 0.17% -97 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,238 shares; 2025Q2: 4,487 shares; 2025Q3: 4,851 shares; 2025Q4: 7,617 shares; 2026Q1: 7,017 shares; 2026Q2: 6,881 shares 6,881 $715K 0.17% -136 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,952 shares 9,952 $713K 0.17% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,404 shares; 2025Q3: 4,691 shares; 2025Q4: 7,460 shares; 2026Q1: 6,701 shares; 2026Q2: 6,520 shares 6,520 $701K 0.17% -181 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: 1,978 shares; 2025Q1: 3,545 shares; 2025Q2: 3,780 shares; 2025Q3: 4,395 shares; 2025Q4: 4,272 shares; 2026Q1: 4,108 shares; 2026Q2: 4,177 shares 4,177 $692K 0.17% +69 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,613 shares; 2025Q4: 34,990 shares; 2026Q1: 35,939 shares; 2026Q2: 20,037 shares 20,037 $691K 0.17% -15,902 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,499 shares; 2025Q2: 12,487 shares; 2025Q3: 10,761 shares; 2025Q4: 25,952 shares; 2026Q1: 24,358 shares; 2026Q2: 29,204 shares 29,204 $684K 0.16% +4,846 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,641 shares; 2026Q2: 14,859 shares 14,859 $663K 0.16% +5,218 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,133 shares; 2024Q4: 8,054 shares; 2025Q1: 9,351 shares; 2025Q2: 8,887 shares; 2025Q3: 6,963 shares; 2025Q4: 6,963 shares; 2026Q1: 6,963 shares; 2026Q2: 6,963 shares 6,963 $649K 0.16% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,506 shares; 2025Q4: 4,047 shares; 2026Q1: 3,274 shares; 2026Q2: 4,757 shares 4,757 $649K 0.16% +1,483 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,318 shares; 2024Q4: 2,794 shares; 2025Q1: 5,211 shares; 2025Q2: 5,078 shares; 2025Q3: 4,533 shares; 2025Q4: 4,691 shares; 2026Q1: 4,589 shares; 2026Q2: 4,443 shares 4,443 $636K 0.15% -146 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,596 shares; 2026Q1: 4,236 shares; 2026Q2: 3,394 shares 3,394 $635K 0.15% -842 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 1,960 shares; 2025Q1: 3,216 shares; 2025Q2: 3,253 shares; 2025Q3: 2,825 shares; 2025Q4: 2,748 shares; 2026Q1: 3,516 shares; 2026Q2: 3,632 shares 3,632 $626K 0.15% +116 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: not reported; 2025Q1: 2,056 shares; 2025Q2: 3,709 shares; 2025Q3: 2,364 shares; 2025Q4: 3,915 shares; 2026Q1: 4,306 shares; 2026Q2: 4,199 shares 4,199 $615K 0.15% -107 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,934 shares; 2024Q4: 1,865 shares; 2025Q1: 3,284 shares; 2025Q2: 3,747 shares; 2025Q3: 3,190 shares; 2025Q4: 3,306 shares; 2026Q1: 3,011 shares; 2026Q2: 2,721 shares 2,721 $608K 0.15% -290 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,068 shares 6,068 $596K 0.14% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 513 shares; 2026Q2: 690 shares 690 $592K 0.14% +177 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,098 shares; 2024Q4: not reported; 2025Q1: 1,909 shares; 2025Q2: 2,551 shares; 2025Q3: 2,537 shares; 2025Q4: 3,160 shares; 2026Q1: 3,158 shares; 2026Q2: 3,120 shares 3,120 $592K 0.14% -38 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,624 shares; 2025Q2: 1,659 shares; 2025Q3: 1,968 shares; 2025Q4: 2,152 shares; 2026Q1: 2,522 shares; 2026Q2: 2,988 shares 2,988 $590K 0.14% +466 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,625 shares 3,625 $588K 0.14% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,830 shares; 2024Q4: 2,946 shares; 2025Q1: 6,007 shares; 2025Q2: 6,959 shares; 2025Q3: 7,938 shares; 2025Q4: 7,567 shares; 2026Q1: 8,669 shares; 2026Q2: 11,610 shares 11,610 $585K 0.14% +2,941 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,648 shares; 2026Q1: 1,788 shares; 2026Q2: 3,028 shares 3,028 $580K 0.14% +1,240 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,132 shares; 2024Q4: 8,359 shares; 2025Q1: 15,267 shares; 2025Q2: 15,992 shares; 2025Q3: 14,481 shares; 2025Q4: 15,421 shares; 2026Q1: 14,716 shares; 2026Q2: 11,489 shares 11,489 $577K 0.14% -3,227 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,892 shares; 2024Q4: 11,042 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,382 shares; 2026Q1: 5,382 shares; 2026Q2: 5,572 shares 5,572 $570K 0.14% +190 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,858 shares; 2026Q1: 8,832 shares; 2026Q2: 11,286 shares 11,286 $566K 0.14% +2,454 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,785 shares; 2024Q4: 4,752 shares; 2025Q1: 4,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,755 shares; 2026Q2: 7,265 shares 7,265 $560K 0.13% +1,510 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,691 shares; 2025Q3: 2,423 shares; 2025Q4: 4,806 shares; 2026Q1: 4,058 shares; 2026Q2: 3,872 shares 3,872 $560K 0.13% -186 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,540 shares 4,540 $558K 0.13% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,459 shares; 2025Q3: not reported; 2025Q4: 12,160 shares; 2026Q1: 11,310 shares; 2026Q2: 11,150 shares 11,150 $555K 0.13% -160 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,077 shares; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: 1,208 shares; 2025Q3: 1,237 shares; 2025Q4: 1,387 shares; 2026Q1: 1,440 shares; 2026Q2: 1,497 shares 1,497 $551K 0.13% +57 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,483 shares; 2024Q4: 3,173 shares; 2025Q1: 5,273 shares; 2025Q2: 5,255 shares; 2025Q3: 4,734 shares; 2025Q4: 4,871 shares; 2026Q1: 4,877 shares; 2026Q2: 4,683 shares 4,683 $549K 0.13% -194 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,843 shares; 2026Q1: 12,269 shares; 2026Q2: 14,934 shares 14,934 $549K 0.13% +2,665 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 298 shares; 2025Q1: 516 shares; 2025Q2: 487 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 439 shares; 2026Q2: 399 shares 399 $543K 0.13% -40 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,563 shares; 2026Q1: 9,724 shares; 2026Q2: 12,406 shares 12,406 $542K 0.13% +2,682 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,376 shares; 2024Q4: 1,029 shares; 2025Q1: 1,915 shares; 2025Q2: 2,001 shares; 2025Q3: 1,761 shares; 2025Q4: 1,915 shares; 2026Q1: 1,844 shares; 2026Q2: 1,929 shares 1,929 $539K 0.13% +85 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,533 shares 4,533 $537K 0.13% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,664 shares; 2024Q4: 1,367 shares; 2025Q1: 3,238 shares; 2025Q2: 3,892 shares; 2025Q3: 3,505 shares; 2025Q4: 4,532 shares; 2026Q1: 4,513 shares; 2026Q2: 3,963 shares 3,963 $537K 0.13% -550 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: not reported; 2025Q1: 755 shares; 2025Q2: 735 shares; 2025Q3: 741 shares; 2025Q4: 846 shares; 2026Q1: 987 shares; 2026Q2: 1,020 shares 1,020 $534K 0.13% +33 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,362 shares; 2025Q3: 20,362 shares; 2025Q4: 39,598 shares; 2026Q1: 39,598 shares; 2026Q2: 39,591 shares 39,591 $533K 0.13% -7 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 944 shares; 2024Q4: 604 shares; 2025Q1: 1,029 shares; 2025Q2: 997 shares; 2025Q3: 856 shares; 2025Q4: 851 shares; 2026Q1: 920 shares; 2026Q2: 1,297 shares 1,297 $528K 0.13% +377 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,304 shares; 2025Q3: 2,339 shares; 2025Q4: 4,457 shares; 2026Q1: 3,426 shares; 2026Q2: 3,364 shares 3,364 $527K 0.13% -62 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 935 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares 1,229 $524K 0.13% 0 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,831 shares; 2026Q1: 21,447 shares; 2026Q2: 23,756 shares 23,756 $523K 0.13% +2,309 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,680 shares; 2025Q2: 24,680 shares; 2025Q3: 24,721 shares; 2025Q4: 24,726 shares; 2026Q1: 24,729 shares; 2026Q2: 24,680 shares 24,680 $523K 0.13% -49 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,113 shares; 2025Q2: 9,300 shares; 2025Q3: 7,608 shares; 2025Q4: 8,475 shares; 2026Q1: 8,632 shares; 2026Q2: 4,393 shares 4,393 $516K 0.12% -4,239 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,228 shares; 2026Q1: 15,397 shares; 2026Q2: 16,209 shares 16,209 $515K 0.12% +812 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares; 2026Q1: 2,625 shares; 2026Q2: 4,526 shares 4,526 $513K 0.12% +1,901 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,341 shares; 2025Q1: 4,153 shares; 2025Q2: 4,027 shares; 2025Q3: 4,195 shares; 2025Q4: 4,461 shares; 2026Q1: 5,067 shares; 2026Q2: 5,170 shares 5,170 $508K 0.12% +103 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,787 shares; 2025Q3: 5,787 shares; 2025Q4: 11,581 shares; 2026Q1: 11,640 shares; 2026Q2: 11,640 shares 11,640 $503K 0.12% 0 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,912 shares 3,912 $501K 0.12% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $492K 0.12% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,141 shares; 2024Q4: 33,159 shares; 2025Q1: 55,851 shares; 2025Q2: 9,419 shares; 2025Q3: 7,868 shares; 2025Q4: 7,468 shares; 2026Q1: 7,728 shares; 2026Q2: 7,260 shares 7,260 $488K 0.12% -468 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,910 shares; 2025Q2: 3,819 shares; 2025Q3: 4,319 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,448 shares 5,448 $479K 0.12% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,639 shares; 2026Q1: 8,016 shares; 2026Q2: 7,888 shares 7,888 $474K 0.11% -128 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,022 shares; 2024Q4: 3,758 shares; 2025Q1: 7,416 shares; 2025Q2: 6,497 shares; 2025Q3: 5,809 shares; 2025Q4: 5,336 shares; 2026Q1: 5,520 shares; 2026Q2: 6,095 shares 6,095 $467K 0.11% +575 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 762 shares; 2025Q2: 1,171 shares; 2025Q3: 1,005 shares; 2025Q4: 1,401 shares; 2026Q1: 1,434 shares; 2026Q2: 899 shares 899 $462K 0.11% -535 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,264 shares; 2026Q2: 10,555 shares 10,555 $461K 0.11% +3,291 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,055 shares; 2025Q1: 3,064 shares; 2025Q2: 3,592 shares; 2025Q3: 2,802 shares; 2025Q4: 2,841 shares; 2026Q1: 2,761 shares; 2026Q2: 1,694 shares 1,694 $461K 0.11% -1,067 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,327 shares; 2025Q3: 1,390 shares; 2025Q4: 1,440 shares; 2026Q1: 1,390 shares; 2026Q2: 1,303 shares 1,303 $459K 0.11% -87 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,309 shares; 2026Q1: 5,832 shares; 2026Q2: 8,810 shares 8,810 $452K 0.11% +2,978 Timeline ANRO ALTO NEUROSCIENCE INC More: the full row for ALTO NEUROSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,130 shares; 2026Q2: 17,130 shares 17,130 $452K 0.11% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,846 shares; 2026Q1: 7,316 shares; 2026Q2: 9,206 shares 9,206 $452K 0.11% +1,890 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,420 shares; 2024Q4: 977 shares; 2025Q1: 1,687 shares; 2025Q2: 1,652 shares; 2025Q3: 1,504 shares; 2025Q4: 1,445 shares; 2026Q1: 1,394 shares; 2026Q2: 1,302 shares 1,302 $445K 0.11% -92 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,600 shares; 2026Q2: 11,706 shares 11,706 $442K 0.11% -894 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,922 shares; 2026Q2: 15,062 shares 15,062 $440K 0.11% +4,140 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,080 shares; 2026Q2: 4,962 shares 4,962 $439K 0.11% +882 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,556 shares 2,556 $439K 0.11% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: not reported; 2025Q1: 2,275 shares; 2025Q2: 2,737 shares; 2025Q3: 2,829 shares; 2025Q4: 2,545 shares; 2026Q1: 1,459 shares; 2026Q2: 1,439 shares 1,439 $435K 0.1% -20 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,469 shares; 2024Q4: 2,867 shares; 2025Q1: 6,348 shares; 2025Q2: 6,647 shares; 2025Q3: 5,157 shares; 2025Q4: 4,895 shares; 2026Q1: 5,454 shares; 2026Q2: 4,923 shares 4,923 $432K 0.1% -531 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,601 shares; 2024Q4: not reported; 2025Q1: 30,292 shares; 2025Q2: 30,304 shares; 2025Q3: 26,340 shares; 2025Q4: 16,932 shares; 2026Q1: 16,932 shares; 2026Q2: 18,343 shares 18,343 $431K 0.1% +1,411 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,211 shares; 2025Q2: 4,637 shares; 2025Q3: 4,088 shares; 2025Q4: 4,940 shares; 2026Q1: 5,566 shares; 2026Q2: 5,479 shares 5,479 $427K 0.1% -87 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,677 shares; 2024Q4: 2,164 shares; 2025Q1: 3,987 shares; 2025Q2: 4,345 shares; 2025Q3: 2,883 shares; 2025Q4: 2,596 shares; 2026Q1: 2,291 shares; 2026Q2: 2,253 shares 2,253 $425K 0.1% -38 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,928 shares; 2026Q1: 17,876 shares; 2026Q2: 17,524 shares 17,524 $425K 0.1% -352 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,678 shares; 2024Q4: not reported; 2025Q1: 2,040 shares; 2025Q2: 2,013 shares; 2025Q3: 1,852 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares; 2026Q2: 1,929 shares 1,929 $421K 0.1% +27 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,899 shares; 2026Q1: 19,644 shares; 2026Q2: 19,620 shares 19,620 $420K 0.1% -24 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: not reported; 2025Q1: 2,780 shares; 2025Q2: 2,796 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares; 2026Q2: 2,740 shares 2,740 $417K 0.1% 0 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; 2024Q3: 2,997 shares; 2024Q4: 2,180 shares; 2025Q1: 3,561 shares; 2025Q2: 3,576 shares; 2025Q3: 3,039 shares; 2025Q4: 2,728 shares; 2026Q1: 2,645 shares; 2026Q2: 2,530 shares 2,530 $412K 0.1% -115 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,294 shares; 2024Q4: not reported; 2025Q1: 4,300 shares; 2025Q2: 5,190 shares; 2025Q3: 4,543 shares; 2025Q4: 4,451 shares; 2026Q1: 3,556 shares; 2026Q2: 3,652 shares 3,652 $411K 0.1% +96 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,112 shares; 2025Q1: 2,611 shares; 2025Q2: 2,826 shares; 2025Q3: 2,419 shares; 2025Q4: 2,707 shares; 2026Q1: 2,856 shares; 2026Q2: 1,821 shares 1,821 $410K 0.1% -1,035 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; 2024Q3: 3,471 shares; 2024Q4: 2,466 shares; 2025Q1: 4,208 shares; 2025Q2: 4,507 shares; 2025Q3: 4,490 shares; 2025Q4: 4,764 shares; 2026Q1: 5,528 shares; 2026Q2: 6,395 shares 6,395 $410K 0.1% +867 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,403 shares; 2025Q3: 6,849 shares; 2025Q4: 11,349 shares; 2026Q1: not reported; 2026Q2: 7,178 shares 7,178 $409K 0.1% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,245 shares 3,245 $408K 0.1% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,698 shares; 2026Q1: 5,108 shares; 2026Q2: 5,390 shares 5,390 $407K 0.1% +282 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,594 shares; 2024Q4: not reported; 2025Q1: 6,458 shares; 2025Q2: 7,520 shares; 2025Q3: 5,669 shares; 2025Q4: 6,567 shares; 2026Q1: 6,200 shares; 2026Q2: 5,290 shares 5,290 $404K 0.1% -910 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 1,141 shares; 2025Q1: 2,045 shares; 2025Q2: 1,493 shares; 2025Q3: 986 shares; 2025Q4: 906 shares; 2026Q1: 856 shares; 2026Q2: 772 shares 772 $404K 0.1% -84 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 635 shares; 2025Q1: 1,403 shares; 2025Q2: 1,547 shares; 2025Q3: 1,167 shares; 2025Q4: 1,069 shares; 2026Q1: 1,274 shares; 2026Q2: 1,122 shares 1,122 $403K 0.1% -152 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,910 shares; 2026Q1: 6,188 shares; 2026Q2: 8,812 shares 8,812 $402K 0.1% +2,624 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,318 shares 2,318 $402K 0.1% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 224 shares; 2025Q4: 4,401 shares; 2026Q1: 4,380 shares; 2026Q2: 5,623 shares 5,623 $401K 0.1% +1,243 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,068 shares; 2024Q4: 2,292 shares; 2025Q1: 4,106 shares; 2025Q2: 4,315 shares; 2025Q3: 3,776 shares; 2025Q4: 3,763 shares; 2026Q1: 3,648 shares; 2026Q2: 3,614 shares 3,614 $400K 0.1% -34 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 512 shares; 2026Q2: 711 shares 711 $400K 0.1% +199 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,197 shares; 2026Q1: 11,123 shares; 2026Q2: 11,433 shares 11,433 $398K 0.1% +310 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,390 shares 12,390 $395K 0.09% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,365 shares; 2024Q4: 2,062 shares; 2025Q1: 2,748 shares; 2025Q2: 10,475 shares; 2025Q3: 11,125 shares; 2025Q4: 7,459 shares; 2026Q1: 6,171 shares; 2026Q2: 4,532 shares 4,532 $395K 0.09% -1,639 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: not reported; 2025Q1: 3,062 shares; 2025Q2: 2,599 shares; 2025Q3: 2,520 shares; 2025Q4: 2,511 shares; 2026Q1: 2,495 shares; 2026Q2: 2,425 shares 2,425 $393K 0.09% -70 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: 478 shares; 2025Q4: 800 shares; 2026Q1: 528 shares; 2026Q2: 519 shares 519 $392K 0.09% -9 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,977 shares; 2024Q4: 4,087 shares; 2025Q1: 7,757 shares; 2025Q2: 7,935 shares; 2025Q3: 6,735 shares; 2025Q4: 6,795 shares; 2026Q1: 6,540 shares; 2026Q2: 6,255 shares 6,255 $389K 0.09% -285 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099 shares; 2024Q4: 816 shares; 2025Q1: 1,384 shares; 2025Q2: 1,445 shares; 2025Q3: 1,315 shares; 2025Q4: 1,309 shares; 2026Q1: 1,384 shares; 2026Q2: 1,320 shares 1,320 $388K 0.09% -64 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,092 shares; 2026Q1: not reported; 2026Q2: 2,305 shares 2,305 $387K 0.09% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,257 shares; 2025Q4: 4,434 shares; 2026Q1: 4,587 shares; 2026Q2: 5,349 shares 5,349 $386K 0.09% +762 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,671 shares; 2026Q2: 8,886 shares 8,886 $385K 0.09% +215 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 595 shares 595 $382K 0.09% new 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; 2024Q3: 3,953 shares; 2024Q4: 2,163 shares; 2025Q1: 4,613 shares; 2025Q2: 4,795 shares; 2025Q3: 4,426 shares; 2025Q4: 3,924 shares; 2026Q1: 3,590 shares; 2026Q2: 3,923 shares 3,923 $380K 0.09% +333 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 364 shares; 2025Q3: 409 shares; 2025Q4: 446 shares; 2026Q1: 426 shares; 2026Q2: 399 shares 399 $374K 0.09% -27 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,426 shares; 2024Q4: not reported; 2025Q1: 16,022 shares; 2025Q2: 16,179 shares; 2025Q3: 13,094 shares; 2025Q4: 13,232 shares; 2026Q1: 12,137 shares; 2026Q2: 11,104 shares 11,104 $373K 0.09% -1,033 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,058 shares; 2024Q4: 2,670 shares; 2025Q1: 4,371 shares; 2025Q2: 4,048 shares; 2025Q3: 3,683 shares; 2025Q4: 3,770 shares; 2026Q1: 3,996 shares; 2026Q2: 4,095 shares 4,095 $372K 0.09% +99 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 2,363 shares; 2026Q1: 2,636 shares; 2026Q2: 3,735 shares 3,735 $371K 0.09% +1,099 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,460 shares; 2024Q4: not reported; 2025Q1: 15,960 shares; 2025Q2: 15,960 shares; 2025Q3: 15,960 shares; 2025Q4: 15,960 shares; 2026Q1: 15,960 shares; 2026Q2: 15,960 shares 15,960 $370K 0.09% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: not reported; 2025Q1: 5,525 shares; 2025Q2: 7,979 shares; 2025Q3: 6,146 shares; 2025Q4: 5,498 shares; 2026Q1: 3,041 shares; 2026Q2: 2,714 shares 2,714 $367K 0.09% -327 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 4,430 shares 4,430 $366K 0.09% +3,692 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,554 shares; 2026Q1: 16,440 shares; 2026Q2: 14,120 shares 14,120 $365K 0.09% -2,320 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares; 2026Q2: 700 shares 700 $361K 0.09% +196 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares 1,302 $360K 0.09% new Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,151 shares 5,151 $359K 0.09% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,066 shares; 2026Q1: 3,406 shares; 2026Q2: 3,840 shares 3,840 $359K 0.09% +434 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,763 shares; 2024Q4: 2,632 shares; 2025Q1: 4,753 shares; 2025Q2: 4,910 shares; 2025Q3: 4,352 shares; 2025Q4: 4,180 shares; 2026Q1: 3,969 shares; 2026Q2: 3,899 shares 3,899 $357K 0.09% -70 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,902 shares; 2026Q1: 18,968 shares; 2026Q2: 17,702 shares 17,702 $357K 0.09% -1,266 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,578 shares 7,578 $356K 0.09% new Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,607 shares; 2024Q4: not reported; 2025Q1: 11,607 shares; 2025Q2: 11,607 shares; 2025Q3: 11,607 shares; 2025Q4: 11,607 shares; 2026Q1: 11,607 shares; 2026Q2: 11,607 shares 11,607 $355K 0.09% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,351 shares; 2025Q2: 30,080 shares; 2025Q3: 28,253 shares; 2025Q4: 35,277 shares; 2026Q1: 37,395 shares; 2026Q2: 46,186 shares 46,186 $355K 0.09% +8,791 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares; 2026Q2: 1,066 shares 1,066 $354K 0.08% +30 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,947 shares; 2025Q2: 2,947 shares; 2025Q3: 2,947 shares; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares; 2026Q2: 2,583 shares 2,583 $353K 0.08% -91 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: not reported; 2025Q4: 2,048 shares; 2026Q1: 1,988 shares; 2026Q2: 1,788 shares 1,788 $352K 0.08% -200 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 1,405 shares; 2026Q2: 1,598 shares 1,598 $351K 0.08% +193 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,547 shares; 2026Q2: 29,097 shares 29,097 $346K 0.08% +14,550 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,895 shares; 2024Q4: not reported; 2025Q1: 19,664 shares; 2025Q2: 18,213 shares; 2025Q3: 17,573 shares; 2025Q4: 15,769 shares; 2026Q1: 18,176 shares; 2026Q2: 18,064 shares 18,064 $345K 0.08% -112 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,003 shares 1,003 $345K 0.08% -27 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,886 shares 13,886 $343K 0.08% new Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,015 shares; 2025Q1: 3,588 shares; 2025Q2: 3,428 shares; 2025Q3: 3,236 shares; 2025Q4: 2,628 shares; 2026Q1: 2,527 shares; 2026Q2: 3,745 shares 3,745 $342K 0.08% +1,218 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $341K 0.08% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,104 shares; 2024Q4: 2,265 shares; 2025Q1: 4,435 shares; 2025Q2: 5,014 shares; 2025Q3: 4,923 shares; 2025Q4: 4,861 shares; 2026Q1: 2,639 shares; 2026Q2: 2,806 shares 2,806 $340K 0.08% +167 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; 2024Q3: 4,083 shares; 2024Q4: 3,002 shares; 2025Q1: 7,267 shares; 2025Q2: 8,106 shares; 2025Q3: 6,554 shares; 2025Q4: 6,547 shares; 2026Q1: 6,130 shares; 2026Q2: 5,424 shares 5,424 $340K 0.08% -706 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,699 shares; 2026Q2: 1,566 shares 1,566 $333K 0.08% -133 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,198 shares; 2025Q3: 2,353 shares; 2025Q4: 3,521 shares; 2026Q1: 3,452 shares; 2026Q2: 3,439 shares 3,439 $333K 0.08% -13 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,032 shares; 2026Q2: 6,228 shares 6,228 $332K 0.08% +196 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,060 shares 4,060 $329K 0.08% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,308 shares; 2026Q1: 6,939 shares; 2026Q2: 6,442 shares 6,442 $328K 0.08% -497 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,425 shares; 2024Q4: 10,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,710 shares; 2026Q2: 9,893 shares 9,893 $328K 0.08% +1,183 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 1,853 shares; 2025Q1: 3,274 shares; 2025Q2: 3,460 shares; 2025Q3: 2,633 shares; 2025Q4: 2,549 shares; 2026Q1: 2,770 shares; 2026Q2: 2,860 shares 2,860 $325K 0.08% +90 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 7,513 shares; 2025Q3: 7,677 shares; 2025Q4: 13,314 shares; 2026Q1: 13,428 shares; 2026Q2: 3,159 shares 3,159 $323K 0.08% -10,269 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,486 shares 5,486 $322K 0.08% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 400 shares; 2025Q3: 411 shares; 2025Q4: 587 shares; 2026Q1: 584 shares; 2026Q2: 630 shares 630 $321K 0.08% +46 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,919 shares; 2025Q2: 4,909 shares; 2025Q3: 4,483 shares; 2025Q4: 3,273 shares; 2026Q1: 3,273 shares; 2026Q2: 3,273 shares 3,273 $316K 0.08% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,976 shares; 2026Q1: 11,086 shares; 2026Q2: 11,416 shares 11,416 $316K 0.08% +330 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,679 shares; 2026Q1: 1,875 shares; 2026Q2: 1,526 shares 1,526 $315K 0.08% -349 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,169 shares; 2024Q4: not reported; 2025Q1: 10,982 shares; 2025Q2: 11,342 shares; 2025Q3: 10,239 shares; 2025Q4: 10,328 shares; 2026Q1: 11,477 shares; 2026Q2: 12,637 shares 12,637 $314K 0.08% +1,160 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,433 shares; 2024Q4: 3,273 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares; 2026Q2: 1,985 shares 1,985 $314K 0.08% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $313K 0.08% new Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 879 shares; 2025Q2: 1,127 shares; 2025Q3: 957 shares; 2025Q4: 815 shares; 2026Q1: 1,009 shares; 2026Q2: 1,303 shares 1,303 $312K 0.08% +294 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; 2024Q3: 8,322 shares; 2024Q4: 16,297 shares; 2025Q1: 18,885 shares; 2025Q2: 15,864 shares; 2025Q3: 13,034 shares; 2025Q4: 13,443 shares; 2026Q1: 12,533 shares; 2026Q2: 12,824 shares 12,824 $310K 0.07% +291 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,208 shares; 2025Q2: 18,481 shares; 2025Q3: 15,481 shares; 2025Q4: 8,534 shares; 2026Q1: 8,534 shares; 2026Q2: 8,534 shares 8,534 $308K 0.07% 0 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,558 shares 5,558 $308K 0.07% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,968 shares; 2026Q1: 7,406 shares; 2026Q2: 7,558 shares 7,558 $303K 0.07% +152 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $300K 0.07% new 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; 2024Q3: 653 shares; 2024Q4: 457 shares; 2025Q1: 851 shares; 2025Q2: 845 shares; 2025Q3: 775 shares; 2025Q4: 755 shares; 2026Q1: 903 shares; 2026Q2: 867 shares 867 $294K 0.07% -36 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares; 2026Q1: 1,524 shares; 2026Q2: 1,508 shares 1,508 $291K 0.07% -16 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,269 shares; 2025Q3: 1,976 shares; 2025Q4: 1,956 shares; 2026Q1: 1,956 shares; 2026Q2: 1,949 shares 1,949 $289K 0.07% -7 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 1,504 shares; 2025Q1: 3,350 shares; 2025Q2: 3,589 shares; 2025Q3: 3,040 shares; 2025Q4: 2,819 shares; 2026Q1: 2,626 shares; 2026Q2: 2,210 shares 2,210 $289K 0.07% -416 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,737 shares; 2024Q4: not reported; 2025Q1: 3,723 shares; 2025Q2: 4,707 shares; 2025Q3: 3,412 shares; 2025Q4: 3,360 shares; 2026Q1: not reported; 2026Q2: 3,060 shares 3,060 $288K 0.07% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,640 shares; 2026Q2: 13,322 shares 13,322 $287K 0.07% +1,682 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $286K 0.07% 0 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,138 shares; 2026Q2: 3,136 shares 3,136 $285K 0.07% -2 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,495 shares; 2024Q4: not reported; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares; 2026Q2: 2,495 shares 2,495 $284K 0.07% 0 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,362 shares; 2026Q1: not reported; 2026Q2: 1,498 shares 1,498 $283K 0.07% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,602 shares; 2026Q1: 3,588 shares; 2026Q2: 3,578 shares 3,578 $276K 0.07% -10 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,082 shares; 2024Q4: not reported; 2025Q1: 2,883 shares; 2025Q2: 2,918 shares; 2025Q3: 2,559 shares; 2025Q4: 2,389 shares; 2026Q1: 2,605 shares; 2026Q2: 2,471 shares 2,471 $274K 0.07% -134 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,946 shares; 2026Q1: 3,776 shares; 2026Q2: 4,883 shares 4,883 $274K 0.07% +1,107 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,162 shares; 2024Q4: not reported; 2025Q1: 3,883 shares; 2025Q2: 8,086 shares; 2025Q3: 5,732 shares; 2025Q4: 6,297 shares; 2026Q1: 6,007 shares; 2026Q2: 5,556 shares 5,556 $267K 0.06% -451 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,511 shares; 2025Q3: not reported; 2025Q4: 6,642 shares; 2026Q1: 7,080 shares; 2026Q2: 7,084 shares 7,084 $261K 0.06% +4 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,524 shares; 2026Q1: 1,766 shares; 2026Q2: 1,632 shares 1,632 $259K 0.06% -134 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685 shares; 2025Q2: 826 shares; 2025Q3: 792 shares; 2025Q4: 784 shares; 2026Q1: 1,201 shares; 2026Q2: 1,126 shares 1,126 $259K 0.06% -75 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,664 shares; 2024Q4: not reported; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 4,664 shares; 2025Q4: 4,664 shares; 2026Q1: 4,664 shares; 2026Q2: 4,664 shares 4,664 $259K 0.06% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,869 shares 2,869 $258K 0.06% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,291 shares 1,291 $258K 0.06% new Timeline NEXA NEXA RES S A More: the full row for NEXA RES S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,998 shares 20,998 $257K 0.06% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,241 shares 3,241 $255K 0.06% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,926 shares 3,926 $252K 0.06% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444 shares; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 548 shares 548 $251K 0.06% +62 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,203 shares; 2024Q4: 1,474 shares; 2025Q1: 2,689 shares; 2025Q2: 2,881 shares; 2025Q3: 2,564 shares; 2025Q4: 2,310 shares; 2026Q1: 2,225 shares; 2026Q2: 2,621 shares 2,621 $250K 0.06% +396 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares; 2026Q1: 5,869 shares; 2026Q2: 5,869 shares 5,869 $249K 0.06% 0 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,113 shares 4,113 $248K 0.06% new Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,194 shares 2,194 $246K 0.06% new Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,999 shares; 2025Q4: 20,973 shares; 2026Q1: 16,447 shares; 2026Q2: 6,706 shares 6,706 $245K 0.06% -9,741 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,393 shares 2,393 $240K 0.06% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,434 shares; 2024Q4: not reported; 2025Q1: 8,630 shares; 2025Q2: 9,006 shares; 2025Q3: 8,192 shares; 2025Q4: 8,484 shares; 2026Q1: 8,346 shares; 2026Q2: 8,935 shares 8,935 $240K 0.06% +589 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 805 shares 805 $240K 0.06% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,254 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,594 shares 13,594 $236K 0.06% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,472 shares 2,472 $235K 0.06% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,550 shares; 2026Q1: not reported; 2026Q2: 9,860 shares 9,860 $233K 0.06% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,597 shares; 2026Q1: 21,962 shares; 2026Q2: 14,028 shares 14,028 $229K 0.06% -7,934 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,611 shares 6,611 $229K 0.05% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 347 shares 347 $228K 0.05% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,274 shares 1,274 $228K 0.05% new Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,208 shares 7,208 $225K 0.05% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 442 shares 442 $223K 0.05% new Timeline RXT RACKSPACE TECHNOLOGY INC More: the full row for RACKSPACE TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,146 shares 34,146 $223K 0.05% new Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,902 shares 2,902 $221K 0.05% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,744 shares 2,744 $219K 0.05% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,300 shares 1,300 $218K 0.05% +100 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,773 shares; 2025Q2: 11,621 shares; 2025Q3: 11,621 shares; 2025Q4: 4,243 shares; 2026Q1: 4,243 shares; 2026Q2: 4,243 shares 4,243 $218K 0.05% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,442 shares; 2026Q2: 4,754 shares 4,754 $216K 0.05% +312 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,833 shares 2,833 $215K 0.05% new Timeline NESR NATIONAL ENERGY SERVICES REU More: the full row for NATIONAL ENERGY SERVICES REU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,170 shares 7,170 $215K 0.05% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,943 shares; 2026Q1: 1,945 shares; 2026Q2: 1,964 shares 1,964 $214K 0.05% +19 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,708 shares 1,708 $213K 0.05% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 537 shares 537 $212K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 410 shares; 2026Q2: 421 shares 421 $211K 0.05% +11 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,401 shares 2,401 $211K 0.05% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $211K 0.05% 0 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,702 shares; 2025Q4: 5,718 shares; 2026Q1: not reported; 2026Q2: 9,121 shares 9,121 $210K 0.05% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,894 shares; 2026Q1: 7,894 shares; 2026Q2: 8,202 shares 8,202 $209K 0.05% +308 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,556 shares 36,556 $208K 0.05% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares; 2026Q1: not reported; 2026Q2: 1,420 shares 1,420 $208K 0.05% new Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,669 shares; 2026Q2: 4,324 shares 4,324 $205K 0.05% -345 Timeline JFLI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,742 shares 3,742 $204K 0.05% new Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,760 shares; 2026Q1: 3,466 shares; 2026Q2: 2,548 shares 2,548 $202K 0.05% -918 Timeline RFIL RF INDS LTD More: the full row for RF INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,434 shares 9,434 $200K 0.05% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,650 shares 11,650 $189K 0.05% new Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,170 shares; 2026Q2: 11,134 shares 11,134 $166K 0.04% +964 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,203 shares; 2026Q1: 18,520 shares; 2026Q2: 18,520 shares 18,520 $105K 0.03% 0 Timeline SCZM SANTACRUZ SILVER MNG LTD More: the full row for SANTACRUZ SILVER MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,780 shares 15,780 $102K 0.02% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,525 shares; 2026Q1: 13,650 shares; 2026Q2: 13,650 shares 13,650 $99.1K 0.02% 0 Timeline INCR INTERCURE LTD More: the full row for INTERCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,648 shares; 2025Q3: 12,648 shares; 2025Q4: 11,882 shares; 2026Q1: 11,882 shares; 2026Q2: 41,348 shares 41,348 $45.5K 0.01% +29,466 Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,600 shares 10,600 $21.8K 0.01% new Timeline THM INTERNATIONAL TOWER HILL MIN More: the full row for INTERNATIONAL TOWER HILL MIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,890 shares 10,890 $21.7K 0.01% new Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,422 shares; 2026Q2: 12,422 shares 12,422 $21.2K 0.01% 0 Timeline NXXT NEXTNRG INC More: the full row for NEXTNRG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,400 shares; 2026Q2: 16,400 shares 16,400 $5.74K <0.01% 0 Timeline