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: 373,133 shares; 2024Q4: 373,844 shares; 2025Q1: 372,886 shares; 2025Q2: 392,681 shares; 2025Q3: 391,033 shares; 2025Q4: 386,330 shares; 2026Q1: 355,863 shares; 2026Q2: 361,842 shares 361,842 $134M 13.93% +5,979 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531,727 shares; 2024Q4: 551,668 shares; 2025Q1: 592,187 shares; 2025Q2: 580,816 shares; 2025Q3: 580,822 shares; 2025Q4: 583,284 shares; 2026Q1: 522,492 shares; 2026Q2: 532,594 shares 532,594 $51.4M 5.35% +10,102 Timeline IVAL 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: 1,230,608 shares; 2024Q4: 1,254,005 shares; 2025Q1: 1,373,167 shares; 2025Q2: 1,352,846 shares; 2025Q3: 1,399,493 shares; 2025Q4: 1,389,492 shares; 2026Q1: 1,242,115 shares; 2026Q2: 1,268,919 shares 1,268,919 $43.2M 4.5% +26,804 Timeline QMOM 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: 370,792 shares; 2024Q4: 370,444 shares; 2025Q1: 376,198 shares; 2025Q2: 406,828 shares; 2025Q3: 424,355 shares; 2025Q4: 428,269 shares; 2026Q1: 405,534 shares; 2026Q2: 411,612 shares 411,612 $32.4M 3.37% +6,078 Timeline ITAN 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: 700,279 shares; 2024Q4: 710,454 shares; 2025Q1: 722,212 shares; 2025Q2: 776,052 shares; 2025Q3: 799,798 shares; 2025Q4: 792,783 shares; 2026Q1: 731,857 shares; 2026Q2: 747,367 shares 747,367 $31.3M 3.25% +15,510 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: 424,880 shares; 2024Q4: 822,596 shares; 2025Q1: 903,329 shares; 2025Q2: 945,290 shares; 2025Q3: 1,033,860 shares; 2025Q4: 1,048,663 shares; 2026Q1: 1,050,120 shares; 2026Q2: 1,076,142 shares 1,076,142 $29.8M 3.1% +26,022 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,062 shares; 2024Q4: 301,085 shares; 2025Q1: 329,745 shares; 2025Q2: 366,072 shares; 2025Q3: 381,901 shares; 2025Q4: 386,989 shares; 2026Q1: 364,183 shares; 2026Q2: 374,169 shares 374,169 $29.6M 3.08% +9,986 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047,298 shares; 2024Q4: 1,097,107 shares; 2025Q1: 1,227,999 shares; 2025Q2: 1,184,208 shares; 2025Q3: 1,108,013 shares; 2025Q4: 1,062,705 shares; 2026Q1: 1,088,948 shares; 2026Q2: 1,137,661 shares 1,137,661 $28.9M 3.01% +48,713 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: 64,162 shares; 2024Q4: 66,857 shares; 2025Q1: 72,496 shares; 2025Q2: 68,081 shares; 2025Q3: 74,815 shares; 2025Q4: 70,873 shares; 2026Q1: 67,926 shares; 2026Q2: 71,400 shares 71,400 $20.7M 2.15% +3,474 Timeline TFI 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: 411,400 shares; 2024Q4: 414,862 shares; 2025Q1: 424,019 shares; 2025Q2: 412,345 shares; 2025Q3: 421,438 shares; 2025Q4: 441,931 shares; 2026Q1: 439,995 shares; 2026Q2: 449,303 shares 449,303 $20.6M 2.14% +9,308 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,706 shares; 2024Q4: 373,261 shares; 2025Q1: 411,688 shares; 2025Q2: 425,956 shares; 2025Q3: 459,464 shares; 2025Q4: 466,981 shares; 2026Q1: 432,796 shares; 2026Q2: 454,107 shares 454,107 $19.6M 2.04% +21,311 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,005 shares; 2024Q4: 218,498 shares; 2025Q1: 219,598 shares; 2025Q2: 213,427 shares; 2025Q3: 208,829 shares; 2025Q4: 212,263 shares; 2026Q1: 197,288 shares; 2026Q2: 198,080 shares 198,080 $19.1M 1.99% +792 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,745 shares; 2025Q2: 406,639 shares; 2025Q3: 411,245 shares; 2025Q4: 425,300 shares; 2026Q1: 433,572 shares; 2026Q2: 442,818 shares 442,818 $18.7M 1.94% +9,246 Timeline 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: 342,877 shares; 2024Q4: 735,257 shares; 2025Q1: 742,926 shares; 2025Q2: 724,791 shares; 2025Q3: 753,124 shares; 2025Q4: 789,604 shares; 2026Q1: 739,543 shares; 2026Q2: 756,987 shares 756,987 $17.5M 1.82% +17,444 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,527 shares; 2024Q4: 109,774 shares; 2025Q1: 119,505 shares; 2025Q2: 122,252 shares; 2025Q3: 130,878 shares; 2025Q4: 134,340 shares; 2026Q1: 125,794 shares; 2026Q2: 130,028 shares 130,028 $16.2M 1.69% +4,234 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: 75,199 shares; 2024Q4: 75,170 shares; 2025Q1: 79,546 shares; 2025Q2: 75,405 shares; 2025Q3: 77,183 shares; 2025Q4: 71,443 shares; 2026Q1: 71,609 shares; 2026Q2: 78,131 shares 78,131 $15.6M 1.63% +6,522 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,309 shares; 2024Q4: 191,107 shares; 2025Q1: 191,556 shares; 2025Q2: 230,612 shares; 2025Q3: 320,604 shares; 2025Q4: 301,236 shares; 2026Q1: 295,300 shares; 2026Q2: 299,809 shares 299,809 $15.4M 1.61% +4,509 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: 18,346 shares; 2024Q4: 18,054 shares; 2025Q1: 17,898 shares; 2025Q2: 18,415 shares; 2025Q3: 19,438 shares; 2025Q4: 17,542 shares; 2026Q1: 17,964 shares; 2026Q2: 20,525 shares 20,525 $15.4M 1.6% +2,561 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: 121,935 shares; 2024Q4: 481,364 shares; 2025Q1: 489,573 shares; 2025Q2: 450,756 shares; 2025Q3: 448,374 shares; 2025Q4: 451,937 shares; 2026Q1: 422,617 shares; 2026Q2: 421,950 shares 421,950 $14.3M 1.49% -667 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,204 shares; 2024Q4: 124,193 shares; 2025Q1: 128,290 shares; 2025Q2: 133,315 shares; 2025Q3: 142,195 shares; 2025Q4: 148,750 shares; 2026Q1: 112,771 shares; 2026Q2: 123,079 shares 123,079 $13.2M 1.38% +10,308 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: 147,533 shares; 2024Q4: 465,220 shares; 2025Q1: 471,280 shares; 2025Q2: 430,465 shares; 2025Q3: 428,227 shares; 2025Q4: 430,740 shares; 2026Q1: 413,626 shares; 2026Q2: 412,375 shares 412,375 $12.1M 1.26% -1,251 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: 26,175 shares; 2024Q4: 27,684 shares; 2025Q1: 27,917 shares; 2025Q2: 27,385 shares; 2025Q3: 28,644 shares; 2025Q4: 26,961 shares; 2026Q1: 25,107 shares; 2026Q2: 26,190 shares 26,190 $9.77M 1.02% +1,083 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,576 shares; 2024Q4: 502,135 shares; 2025Q1: 486,312 shares; 2025Q2: 486,487 shares; 2025Q3: 510,740 shares; 2025Q4: 485,572 shares; 2026Q1: 131,872 shares; 2026Q2: 194,142 shares 194,142 $9.68M 1.01% +62,270 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: 83,832 shares; 2024Q4: 123,485 shares; 2025Q1: 129,247 shares; 2025Q2: 129,086 shares; 2025Q3: 133,949 shares; 2025Q4: 139,223 shares; 2026Q1: 128,648 shares; 2026Q2: 130,065 shares 130,065 $9.27M 0.96% +1,417 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: 13,940 shares; 2024Q4: 13,876 shares; 2025Q1: 13,819 shares; 2025Q2: 15,347 shares; 2025Q3: 15,089 shares; 2025Q4: 15,510 shares; 2026Q1: 14,946 shares; 2026Q2: 89,754 shares 89,754 $7.73M 0.8% +74,808 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: 14,424 shares; 2024Q4: 14,930 shares; 2025Q1: 16,663 shares; 2025Q2: 17,350 shares; 2025Q3: 17,981 shares; 2025Q4: 17,757 shares; 2026Q1: 18,027 shares; 2026Q2: 18,709 shares 18,709 $6.69M 0.7% +682 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: 24,059 shares; 2024Q4: 25,045 shares; 2025Q1: 28,207 shares; 2025Q2: 26,810 shares; 2025Q3: 27,018 shares; 2025Q4: 25,247 shares; 2026Q1: 24,210 shares; 2026Q2: 27,651 shares 27,651 $6.59M 0.69% +3,441 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,778 shares 122,778 $6.35M 0.66% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,939 shares; 2024Q4: 50,417 shares; 2025Q1: 50,224 shares; 2025Q2: 52,017 shares; 2025Q3: 51,622 shares; 2025Q4: 51,102 shares; 2026Q1: 51,263 shares; 2026Q2: 50,284 shares 50,284 $6.26M 0.65% -979 Timeline IFLN 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: 298,259 shares; 2024Q4: 314,063 shares; 2025Q1: 313,567 shares; 2025Q2: 305,488 shares; 2025Q3: 319,158 shares; 2025Q4: 331,072 shares; 2026Q1: 314,354 shares; 2026Q2: 320,350 shares 320,350 $5.86M 0.61% +5,996 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: 8,581 shares; 2024Q4: 9,456 shares; 2025Q1: 8,977 shares; 2025Q2: 7,997 shares; 2025Q3: 8,828 shares; 2025Q4: 9,080 shares; 2026Q1: 8,943 shares; 2026Q2: 10,259 shares 10,259 $5.78M 0.6% +1,316 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: 6,607 shares; 2024Q4: 3,760 shares; 2025Q1: 3,894 shares; 2025Q2: 3,779 shares; 2025Q3: 3,926 shares; 2025Q4: 4,006 shares; 2026Q1: 4,296 shares; 2026Q2: 4,685 shares 4,685 $5.41M 0.56% +389 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,612 shares; 2026Q1: 49,065 shares; 2026Q2: 105,003 shares 105,003 $5.36M 0.56% +55,938 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: 6,349 shares; 2024Q4: 7,034 shares; 2025Q1: 7,030 shares; 2025Q2: 7,723 shares; 2025Q3: 7,652 shares; 2025Q4: 6,782 shares; 2026Q1: 6,346 shares; 2026Q2: 7,148 shares 7,148 $5.34M 0.56% +802 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,103 shares; 2024Q4: 65,245 shares; 2025Q1: 66,088 shares; 2025Q2: 63,670 shares; 2025Q3: 63,696 shares; 2025Q4: 63,702 shares; 2026Q1: 59,499 shares; 2026Q2: 59,570 shares 59,570 $5.09M 0.53% +71 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: 7,241 shares; 2024Q4: 7,997 shares; 2025Q1: 9,084 shares; 2025Q2: 9,140 shares; 2025Q3: 9,410 shares; 2025Q4: 9,616 shares; 2026Q1: 10,035 shares; 2026Q2: 13,415 shares 13,415 $5.07M 0.53% +3,380 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,049 shares; 2024Q4: 8,283 shares; 2025Q1: 8,113 shares; 2025Q2: 7,541 shares; 2025Q3: 7,735 shares; 2025Q4: 7,864 shares; 2026Q1: 7,780 shares; 2026Q2: 8,193 shares 8,193 $4.76M 0.5% +413 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: 10,954 shares; 2024Q4: 10,578 shares; 2025Q1: 10,753 shares; 2025Q2: 10,201 shares; 2025Q3: 10,637 shares; 2025Q4: 10,079 shares; 2026Q1: 10,291 shares; 2026Q2: 13,423 shares 13,423 $4.74M 0.49% +3,132 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: 16,673 shares; 2024Q4: 16,323 shares; 2025Q1: 15,497 shares; 2025Q2: 15,127 shares; 2025Q3: 14,461 shares; 2025Q4: 13,911 shares; 2026Q1: 13,298 shares; 2026Q2: 12,937 shares 12,937 $4.68M 0.49% -361 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: 12,481 shares; 2024Q4: 11,997 shares; 2025Q1: 13,897 shares; 2025Q2: 14,042 shares; 2025Q3: 14,165 shares; 2025Q4: 14,123 shares; 2026Q1: 12,789 shares; 2026Q2: 13,585 shares 13,585 $4.45M 0.46% +796 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,420 shares; 2026Q1: 15,952 shares; 2026Q2: 34,245 shares 34,245 $4.39M 0.46% +18,293 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: 8,894 shares; 2024Q4: 11,811 shares; 2025Q1: 12,172 shares; 2025Q2: 12,170 shares; 2025Q3: 11,979 shares; 2025Q4: 11,734 shares; 2026Q1: 11,684 shares; 2026Q2: 11,556 shares 11,556 $3.96M 0.41% -128 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: 4,659 shares; 2024Q4: 4,653 shares; 2025Q1: 8,295 shares; 2025Q2: 7,046 shares; 2025Q3: 6,392 shares; 2025Q4: 6,572 shares; 2026Q1: 5,632 shares; 2026Q2: 5,194 shares 5,194 $3.57M 0.37% -438 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: 5,387 shares; 2024Q4: 6,411 shares; 2025Q1: 6,552 shares; 2025Q2: 6,541 shares; 2025Q3: 6,590 shares; 2025Q4: 6,651 shares; 2026Q1: 6,841 shares; 2026Q2: 7,113 shares 7,113 $3.56M 0.37% +272 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: 39,059 shares; 2024Q4: 115,000 shares; 2025Q1: 110,817 shares; 2025Q2: 108,164 shares; 2025Q3: 107,906 shares; 2025Q4: 106,531 shares; 2026Q1: 96,754 shares; 2026Q2: 94,251 shares 94,251 $3.48M 0.36% -2,503 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: 10,959 shares; 2024Q4: 11,018 shares; 2025Q1: 10,775 shares; 2025Q2: 10,988 shares; 2025Q3: 10,681 shares; 2025Q4: 10,553 shares; 2026Q1: 9,889 shares; 2026Q2: 39,478 shares 39,478 $3.18M 0.33% +29,589 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: 48,980 shares; 2024Q4: 100,044 shares; 2025Q1: 98,477 shares; 2025Q2: 88,818 shares; 2025Q3: 89,366 shares; 2025Q4: 89,210 shares; 2026Q1: 88,746 shares; 2026Q2: 87,893 shares 87,893 $3.18M 0.33% -853 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: 5,081 shares; 2024Q4: 5,257 shares; 2025Q1: 5,054 shares; 2025Q2: 4,520 shares; 2025Q3: 4,204 shares; 2025Q4: 3,841 shares; 2026Q1: 4,640 shares; 2026Q2: 4,254 shares 4,254 $3.13M 0.33% -386 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: 10,440 shares; 2024Q4: 8,476 shares; 2025Q1: 8,909 shares; 2025Q2: 6,902 shares; 2025Q3: 7,554 shares; 2025Q4: 7,597 shares; 2026Q1: 7,847 shares; 2026Q2: 12,023 shares 12,023 $3.05M 0.32% +4,176 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: 11,177 shares; 2024Q4: 11,137 shares; 2025Q1: 11,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,020 shares; 2026Q1: 24,884 shares; 2026Q2: 26,053 shares 26,053 $3.05M 0.32% +1,169 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: 24,989 shares; 2024Q4: 76,685 shares; 2025Q1: 76,657 shares; 2025Q2: 96,010 shares; 2025Q3: 95,141 shares; 2025Q4: 94,945 shares; 2026Q1: 94,546 shares; 2026Q2: 94,514 shares 94,514 $3M 0.31% -32 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,802 shares; 2024Q4: 12,233 shares; 2025Q1: 12,073 shares; 2025Q2: 10,522 shares; 2025Q3: 12,101 shares; 2025Q4: 10,089 shares; 2026Q1: 9,765 shares; 2026Q2: 9,701 shares 9,701 $2.91M 0.3% -64 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,398 shares; 2024Q4: 38,725 shares; 2025Q1: 38,783 shares; 2025Q2: 37,896 shares; 2025Q3: 37,523 shares; 2025Q4: 37,164 shares; 2026Q1: 38,152 shares; 2026Q2: 37,314 shares 37,314 $2.86M 0.3% -838 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 228,754 shares; 2025Q1: 228,754 shares; 2025Q2: 228,823 shares; 2025Q3: 228,876 shares; 2025Q4: 228,942 shares; 2026Q1: 229,617 shares; 2026Q2: 229,678 shares 229,678 $2.83M 0.29% +61 Timeline DFSI 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: 53,511 shares; 2024Q4: 60,338 shares; 2025Q1: 65,891 shares; 2025Q2: 64,864 shares; 2025Q3: 63,720 shares; 2025Q4: 66,032 shares; 2026Q1: 63,413 shares; 2026Q2: 61,850 shares 61,850 $2.79M 0.29% -1,563 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: 4,386 shares; 2024Q4: 5,317 shares; 2025Q1: 16,670 shares; 2025Q2: 17,407 shares; 2025Q3: 15,578 shares; 2025Q4: 14,866 shares; 2026Q1: 6,216 shares; 2026Q2: 6,324 shares 6,324 $2.66M 0.28% +108 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: 20,275 shares; 2024Q4: 20,116 shares; 2025Q1: 19,984 shares; 2025Q2: 19,922 shares; 2025Q3: 19,856 shares; 2025Q4: 19,310 shares; 2026Q1: 17,827 shares; 2026Q2: 17,635 shares 17,635 $2.62M 0.27% -192 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,302 shares; 2024Q4: 29,083 shares; 2025Q1: 29,163 shares; 2025Q2: 28,936 shares; 2025Q3: 28,954 shares; 2025Q4: 28,970 shares; 2026Q1: 27,170 shares; 2026Q2: 26,994 shares 26,994 $2.58M 0.27% -176 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,033 shares; 2024Q4: 4,023 shares; 2025Q1: 4,018 shares; 2025Q2: 3,777 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares; 2026Q1: 3,649 shares; 2026Q2: 3,649 shares 3,649 $2.57M 0.27% 0 Timeline AAUA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,451 shares 44,451 $2.53M 0.26% new Timeline NULG 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: 22,885 shares; 2024Q4: 22,665 shares; 2025Q1: 24,081 shares; 2025Q2: 23,753 shares; 2025Q3: 22,977 shares; 2025Q4: 24,048 shares; 2026Q1: 22,461 shares; 2026Q2: 21,333 shares 21,333 $2.5M 0.26% -1,128 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,549 shares; 2024Q4: 16,668 shares; 2025Q1: 17,313 shares; 2025Q2: 17,896 shares; 2025Q3: 17,459 shares; 2025Q4: 17,983 shares; 2026Q1: 17,809 shares; 2026Q2: 17,168 shares 17,168 $2.44M 0.25% -641 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: 8,021 shares; 2024Q4: 8,941 shares; 2025Q1: 9,024 shares; 2025Q2: 8,598 shares; 2025Q3: 8,926 shares; 2025Q4: 8,396 shares; 2026Q1: 7,895 shares; 2026Q2: 7,945 shares 7,945 $2.41M 0.25% +50 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,048 shares 58,048 $2.39M 0.25% new Timeline NULV 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: 33,232 shares; 2024Q4: 36,241 shares; 2025Q1: 43,693 shares; 2025Q2: 43,879 shares; 2025Q3: 44,175 shares; 2025Q4: 45,681 shares; 2026Q1: 45,482 shares; 2026Q2: 44,588 shares 44,588 $2.23M 0.23% -894 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: 6,682 shares; 2024Q4: 9,156 shares; 2025Q1: 9,294 shares; 2025Q2: 9,207 shares; 2025Q3: 8,911 shares; 2025Q4: 9,154 shares; 2026Q1: 9,978 shares; 2026Q2: 18,383 shares 18,383 $2.16M 0.22% +8,405 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: 1,431 shares; 2024Q4: 1,471 shares; 2025Q1: 1,614 shares; 2025Q2: 1,530 shares; 2025Q3: 1,438 shares; 2025Q4: 1,596 shares; 2026Q1: 1,578 shares; 2026Q2: 1,757 shares 1,757 $2.11M 0.22% +179 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: 4,215 shares; 2024Q4: 7,279 shares; 2025Q1: 7,548 shares; 2025Q2: 7,405 shares; 2025Q3: 7,555 shares; 2025Q4: 7,554 shares; 2026Q1: 7,821 shares; 2026Q2: 7,998 shares 7,998 $2.01M 0.21% +177 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,294 shares; 2024Q4: 6,447 shares; 2025Q1: 7,742 shares; 2025Q2: 6,696 shares; 2025Q3: 5,498 shares; 2025Q4: 5,306 shares; 2026Q1: 4,403 shares; 2026Q2: 16,029 shares 16,029 $1.99M 0.21% +11,626 Timeline AAEQ 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: not reported; 2025Q3: not reported; 2025Q4: 53,012 shares; 2026Q1: 37,692 shares; 2026Q2: 37,219 shares 37,219 $1.98M 0.21% -473 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,884 shares; 2024Q4: 32,853 shares; 2025Q1: 32,545 shares; 2025Q2: 32,493 shares; 2025Q3: 32,414 shares; 2025Q4: 30,537 shares; 2026Q1: 25,692 shares; 2026Q2: 25,391 shares 25,391 $1.96M 0.2% -301 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: 1,227 shares; 2025Q3: 1,262 shares; 2025Q4: 1,291 shares; 2026Q1: 1,351 shares; 2026Q2: 2,706 shares 2,706 $1.96M 0.2% +1,355 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,566 shares; 2025Q4: 11,562 shares; 2026Q1: 11,792 shares; 2026Q2: 11,828 shares 11,828 $1.95M 0.2% +36 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,953 shares 7,953 $1.93M 0.2% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,360 shares; 2024Q4: 22,360 shares; 2025Q1: 22,360 shares; 2025Q2: 40,183 shares; 2025Q3: 38,886 shares; 2025Q4: 37,021 shares; 2026Q1: 32,152 shares; 2026Q2: 48,571 shares 48,571 $1.88M 0.2% +16,419 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: 25,786 shares; 2024Q4: 25,678 shares; 2025Q1: 24,968 shares; 2025Q2: 24,631 shares; 2025Q3: 24,474 shares; 2025Q4: 16,022 shares; 2026Q1: 13,979 shares; 2026Q2: 19,211 shares 19,211 $1.76M 0.18% +5,232 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,086 shares; 2024Q4: 3,443 shares; 2025Q1: 3,603 shares; 2025Q2: 3,607 shares; 2025Q3: 3,624 shares; 2025Q4: 3,422 shares; 2026Q1: 3,320 shares; 2026Q2: 3,345 shares 3,345 $1.72M 0.18% +25 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: 8,975 shares; 2024Q4: 8,478 shares; 2025Q1: 9,406 shares; 2025Q2: 9,314 shares; 2025Q3: 11,222 shares; 2025Q4: 11,377 shares; 2026Q1: 11,357 shares; 2026Q2: 12,544 shares 12,544 $1.71M 0.18% +1,187 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,210 shares; 2024Q4: 27,270 shares; 2025Q1: 30,424 shares; 2025Q2: 30,786 shares; 2025Q3: 31,525 shares; 2025Q4: 32,613 shares; 2026Q1: 32,388 shares; 2026Q2: 32,305 shares 32,305 $1.68M 0.18% -83 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,443 shares; 2024Q4: 19,573 shares; 2025Q1: 21,868 shares; 2025Q2: 21,461 shares; 2025Q3: 21,076 shares; 2025Q4: 21,586 shares; 2026Q1: 20,697 shares; 2026Q2: 20,146 shares 20,146 $1.61M 0.17% -551 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: 8,364 shares; 2024Q4: 8,849 shares; 2025Q1: 9,727 shares; 2025Q2: 9,830 shares; 2025Q3: 9,926 shares; 2025Q4: 9,776 shares; 2026Q1: 9,927 shares; 2026Q2: 13,701 shares 13,701 $1.55M 0.16% +3,774 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,320 shares 34,320 $1.52M 0.16% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 888 shares; 2025Q1: 889 shares; 2025Q2: 790 shares; 2025Q3: 828 shares; 2025Q4: 835 shares; 2026Q1: 840 shares; 2026Q2: 1,505 shares 1,505 $1.52M 0.16% +665 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: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 8,051 shares; 2025Q3: 8,052 shares; 2025Q4: 8,052 shares; 2026Q1: 7,694 shares; 2026Q2: 7,635 shares 7,635 $1.51M 0.16% -59 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: 4,195 shares; 2024Q4: 4,019 shares; 2025Q1: 3,834 shares; 2025Q2: 3,431 shares; 2025Q3: 3,584 shares; 2025Q4: 3,536 shares; 2026Q1: 3,337 shares; 2026Q2: 3,603 shares 3,603 $1.5M 0.16% +266 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,529 shares; 2024Q4: 16,170 shares; 2025Q1: 17,449 shares; 2025Q2: 17,329 shares; 2025Q3: 17,249 shares; 2025Q4: 18,242 shares; 2026Q1: 18,137 shares; 2026Q2: 17,654 shares 17,654 $1.49M 0.16% -483 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: 1,519 shares; 2025Q3: 1,362 shares; 2025Q4: 1,226 shares; 2026Q1: not reported; 2026Q2: 6,826 shares 6,826 $1.45M 0.15% new Timeline AAUS 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: not reported; 2025Q3: 38,673 shares; 2025Q4: 38,206 shares; 2026Q1: 23,350 shares; 2026Q2: 23,350 shares 23,350 $1.4M 0.15% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,721 shares 14,721 $1.38M 0.14% new 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: 4,714 shares; 2024Q4: 4,873 shares; 2025Q1: 5,082 shares; 2025Q2: 5,144 shares; 2025Q3: 5,045 shares; 2025Q4: 5,061 shares; 2026Q1: 5,353 shares; 2026Q2: 7,075 shares 7,075 $1.34M 0.14% +1,722 Timeline NUMV 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: 24,056 shares; 2024Q4: 24,282 shares; 2025Q1: 26,940 shares; 2025Q2: 27,485 shares; 2025Q3: 27,764 shares; 2025Q4: 28,979 shares; 2026Q1: 29,055 shares; 2026Q2: 28,990 shares 28,990 $1.26M 0.13% -65 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,363 shares; 2025Q4: 2,482 shares; 2026Q1: 2,535 shares; 2026Q2: 8,790 shares 8,790 $1.23M 0.13% +6,255 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: 2,101 shares; 2024Q4: 2,251 shares; 2025Q1: 2,368 shares; 2025Q2: 2,280 shares; 2025Q3: 2,310 shares; 2025Q4: 2,153 shares; 2026Q1: 3,157 shares; 2026Q2: 3,270 shares 3,270 $1.22M 0.13% +113 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: 4,239 shares; 2024Q4: 2,984 shares; 2025Q1: 3,232 shares; 2025Q2: 2,811 shares; 2025Q3: 4,462 shares; 2025Q4: 4,370 shares; 2026Q1: 4,169 shares; 2026Q2: 7,278 shares 7,278 $1.21M 0.13% +3,109 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: 993 shares; 2024Q4: 1,123 shares; 2025Q1: 1,270 shares; 2025Q2: 1,220 shares; 2025Q3: 1,207 shares; 2025Q4: 1,146 shares; 2026Q1: 1,248 shares; 2026Q2: 1,272 shares 1,272 $1.19M 0.12% +24 Timeline NUMG 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: 21,919 shares; 2024Q4: 22,033 shares; 2025Q1: 23,735 shares; 2025Q2: 24,482 shares; 2025Q3: 24,565 shares; 2025Q4: 26,176 shares; 2026Q1: 24,639 shares; 2026Q2: 25,072 shares 25,072 $1.18M 0.12% +433 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: 15,944 shares; 2024Q4: 13,892 shares; 2025Q1: 14,132 shares; 2025Q2: 13,633 shares; 2025Q3: 14,731 shares; 2025Q4: 13,952 shares; 2026Q1: 15,256 shares; 2026Q2: 20,440 shares 20,440 $1.16M 0.12% +5,184 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: 2,497 shares; 2024Q4: 2,346 shares; 2025Q1: 2,489 shares; 2025Q2: 2,648 shares; 2025Q3: 2,716 shares; 2025Q4: 2,499 shares; 2026Q1: 2,307 shares; 2026Q2: 3,270 shares 3,270 $1.15M 0.12% +963 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,217 shares 4,217 $1.13M 0.12% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,616 shares 8,616 $1.12M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 2,934 shares 2,934 $1.08M 0.11% +2,325 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: 1,890 shares; 2024Q4: 1,942 shares; 2025Q1: 2,060 shares; 2025Q2: 2,062 shares; 2025Q3: 2,067 shares; 2025Q4: 1,489 shares; 2026Q1: 1,255 shares; 2026Q2: 3,876 shares 3,876 $1.05M 0.11% +2,621 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,120 shares 69,120 $1.01M 0.11% 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: 7,188 shares; 2024Q4: 7,370 shares; 2025Q1: 7,370 shares; 2025Q2: 7,046 shares; 2025Q3: 7,370 shares; 2025Q4: 7,046 shares; 2026Q1: 7,040 shares; 2026Q2: 6,856 shares 6,856 $1M 0.1% -184 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,328 shares; 2026Q2: 7,030 shares 7,030 $982K 0.1% +1,702 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: 5,014 shares; 2024Q4: 5,418 shares; 2025Q1: 5,679 shares; 2025Q2: 5,701 shares; 2025Q3: 6,048 shares; 2025Q4: 5,624 shares; 2026Q1: 4,979 shares; 2026Q2: 6,651 shares 6,651 $975K 0.1% +1,672 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,019 shares; 2026Q2: 13,069 shares 13,069 $972K 0.1% +10,050 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,939 shares 3,939 $970K 0.1% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,360 shares; 2025Q1: 34,911 shares; 2025Q2: 31,407 shares; 2025Q3: 31,307 shares; 2025Q4: 30,311 shares; 2026Q1: 33,975 shares; 2026Q2: 31,179 shares 31,179 $970K 0.1% -2,796 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 6,439 shares; 2025Q1: 6,440 shares; 2025Q2: 6,133 shares; 2025Q3: 6,440 shares; 2025Q4: 5,954 shares; 2026Q1: 5,952 shares; 2026Q2: 5,836 shares 5,836 $961K 0.1% -116 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: 19,785 shares; 2024Q4: 13,621 shares; 2025Q1: 31,669 shares; 2025Q2: 23,640 shares; 2025Q3: 22,503 shares; 2025Q4: 25,875 shares; 2026Q1: 20,085 shares; 2026Q2: 18,980 shares 18,980 $960K 0.1% -1,105 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,400 shares 14,400 $956K 0.1% new 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: 777 shares; 2024Q4: 913 shares; 2025Q1: 951 shares; 2025Q2: 988 shares; 2025Q3: 991 shares; 2025Q4: 958 shares; 2026Q1: 978 shares; 2026Q2: 2,228 shares 2,228 $949K 0.1% +1,250 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: 1,938 shares; 2025Q4: 1,981 shares; 2026Q1: 1,930 shares; 2026Q2: 2,140 shares 2,140 $927K 0.1% +210 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 9,063 shares 9,063 $927K 0.1% new 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: not reported; 2024Q4: 14,129 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 16,153 shares; 2026Q1: 15,865 shares; 2026Q2: 15,513 shares 15,513 $926K 0.1% -352 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: 4,489 shares; 2024Q4: 5,066 shares; 2025Q1: 5,203 shares; 2025Q2: 5,203 shares; 2025Q3: 5,169 shares; 2025Q4: 5,147 shares; 2026Q1: 3,883 shares; 2026Q2: 3,841 shares 3,841 $909K 0.09% -42 Timeline VOT 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: 2,779 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 3,330 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 2,984 shares; 2026Q2: 2,940 shares 2,940 $900K 0.09% -44 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 929 shares 929 $896K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: 567 shares; 2025Q4: 515 shares; 2026Q1: 690 shares; 2026Q2: 751 shares 751 $882K 0.09% +61 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,900 shares 26,900 $862K 0.09% new 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: 637 shares; 2024Q4: 665 shares; 2025Q1: 684 shares; 2025Q2: 625 shares; 2025Q3: 665 shares; 2025Q4: 681 shares; 2026Q1: 777 shares; 2026Q2: 806 shares 806 $859K 0.09% +29 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: 7,053 shares; 2024Q4: 6,170 shares; 2025Q1: 6,547 shares; 2025Q2: 5,977 shares; 2025Q3: 5,882 shares; 2025Q4: 5,510 shares; 2026Q1: 5,607 shares; 2026Q2: 5,745 shares 5,745 $842K 0.09% +138 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,419 shares 3,419 $827K 0.09% new Timeline SHEL SHELL PLC More: the full row for SHELL 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: 10,594 shares 10,594 $821K 0.09% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,114 shares; 2024Q4: 14,729 shares; 2025Q1: 16,042 shares; 2025Q2: 19,031 shares; 2025Q3: 19,222 shares; 2025Q4: 18,733 shares; 2026Q1: 18,429 shares; 2026Q2: 17,252 shares 17,252 $820K 0.09% -1,177 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: 2,568 shares; 2024Q4: 1,982 shares; 2025Q1: 2,145 shares; 2025Q2: 2,467 shares; 2025Q3: 2,400 shares; 2025Q4: 2,415 shares; 2026Q1: 2,246 shares; 2026Q2: 2,911 shares 2,911 $819K 0.09% +665 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 2,735 shares 2,735 $817K 0.09% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,151 shares; 2025Q1: 2,171 shares; 2025Q2: 2,212 shares; 2025Q3: 2,252 shares; 2025Q4: 2,280 shares; 2026Q1: 1,964 shares; 2026Q2: 2,036 shares 2,036 $809K 0.08% +72 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: 681 shares; 2024Q4: 777 shares; 2025Q1: 787 shares; 2025Q2: 782 shares; 2025Q3: 823 shares; 2025Q4: 789 shares; 2026Q1: 839 shares; 2026Q2: 1,546 shares 1,546 $802K 0.08% +707 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: not reported; 2025Q2: 860 shares; 2025Q3: 889 shares; 2025Q4: 2,447 shares; 2026Q1: 2,453 shares; 2026Q2: 2,513 shares 2,513 $798K 0.08% +60 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: 879 shares; 2024Q4: 1,023 shares; 2025Q1: 1,071 shares; 2025Q2: 1,087 shares; 2025Q3: 1,081 shares; 2025Q4: 10,427 shares; 2026Q1: 11,205 shares; 2026Q2: 11,143 shares 11,143 $796K 0.08% -62 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,509 shares; 2024Q4: 13,509 shares; 2025Q1: 13,400 shares; 2025Q2: 11,856 shares; 2025Q3: 11,856 shares; 2025Q4: 11,574 shares; 2026Q1: 11,573 shares; 2026Q2: 11,568 shares 11,568 $791K 0.08% -5 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,111 shares; 2026Q1: 4,111 shares; 2026Q2: 8,648 shares 8,648 $789K 0.08% +4,537 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,300 shares 3,300 $784K 0.08% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,641 shares 1,641 $784K 0.08% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 2,088 shares; 2025Q1: 2,488 shares; 2025Q2: 2,744 shares; 2025Q3: 4,765 shares; 2025Q4: 4,608 shares; 2026Q1: 3,802 shares; 2026Q2: 8,539 shares 8,539 $775K 0.08% +4,737 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,253 shares; 2026Q1: 4,253 shares; 2026Q2: 8,618 shares 8,618 $769K 0.08% +4,365 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,322 shares; 2025Q1: 8,322 shares; 2025Q2: 7,769 shares; 2025Q3: 7,769 shares; 2025Q4: 7,771 shares; 2026Q1: 7,345 shares; 2026Q2: 7,346 shares 7,346 $763K 0.08% +1 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: 5,946 shares; 2025Q1: 6,597 shares; 2025Q2: 6,493 shares; 2025Q3: 6,592 shares; 2025Q4: 6,678 shares; 2026Q1: 6,547 shares; 2026Q2: 6,434 shares 6,434 $751K 0.08% -113 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 377 shares 377 $750K 0.08% 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: 8,502 shares; 2024Q4: 8,795 shares; 2025Q1: 8,782 shares; 2025Q2: 9,087 shares; 2025Q3: 8,040 shares; 2025Q4: 8,373 shares; 2026Q1: 8,647 shares; 2026Q2: 9,207 shares 9,207 $748K 0.08% +560 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 3,380 shares; 2025Q4: 3,195 shares; 2026Q1: 3,120 shares; 2026Q2: 7,093 shares 7,093 $734K 0.08% +3,973 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: not reported; 2024Q4: 743 shares; 2025Q1: 789 shares; 2025Q2: 811 shares; 2025Q3: 804 shares; 2025Q4: 853 shares; 2026Q1: 856 shares; 2026Q2: 2,151 shares 2,151 $733K 0.08% +1,295 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: 4,798 shares; 2024Q4: 4,475 shares; 2025Q1: 4,464 shares; 2025Q2: 4,642 shares; 2025Q3: 4,737 shares; 2025Q4: 4,964 shares; 2026Q1: 5,333 shares; 2026Q2: 5,669 shares 5,669 $728K 0.08% +336 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: 218 shares; 2026Q1: 229 shares; 2026Q2: 2,402 shares 2,402 $725K 0.08% +2,173 Timeline PXF 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: 7,661 shares; 2025Q1: 7,954 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,573 shares; 2026Q1: 9,485 shares; 2026Q2: 9,485 shares 9,485 $717K 0.07% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 10,094 shares; 2025Q1: 9,318 shares; 2025Q2: 12,117 shares; 2025Q3: 9,443 shares; 2025Q4: 9,423 shares; 2026Q1: 3,837 shares; 2026Q2: 4,068 shares 4,068 $717K 0.07% +231 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,972 shares; 2024Q4: 1,007 shares; 2025Q1: 1,064 shares; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: 871 shares; 2026Q1: 898 shares; 2026Q2: 2,603 shares 2,603 $708K 0.07% +1,705 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: 12,602 shares; 2025Q1: 14,293 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares; 2025Q4: 14,239 shares; 2026Q1: 14,987 shares; 2026Q2: 13,250 shares 13,250 $699K 0.07% -1,737 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: not reported; 2026Q1: not reported; 2026Q2: 6,937 shares 6,937 $698K 0.07% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,442 shares; 2025Q1: 13,838 shares; 2025Q2: 12,997 shares; 2025Q3: 12,997 shares; 2025Q4: 12,997 shares; 2026Q1: 12,997 shares; 2026Q2: 12,442 shares 12,442 $694K 0.07% -555 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,144 shares; 2025Q1: 2,134 shares; 2025Q2: 2,080 shares; 2025Q3: 1,949 shares; 2025Q4: 1,947 shares; 2026Q1: 1,857 shares; 2026Q2: 1,742 shares 1,742 $693K 0.07% -115 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 3,291 shares; 2025Q1: 3,487 shares; 2025Q2: 3,595 shares; 2025Q3: 3,569 shares; 2025Q4: 3,574 shares; 2026Q1: 3,593 shares; 2026Q2: 5,473 shares 5,473 $691K 0.07% +1,880 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,986 shares; 2024Q4: 10,805 shares; 2025Q1: 10,680 shares; 2025Q2: 10,630 shares; 2025Q3: 10,630 shares; 2025Q4: 10,630 shares; 2026Q1: 10,165 shares; 2026Q2: 10,165 shares 10,165 $687K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,962 shares 3,962 $683K 0.07% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,102 shares; 2024Q4: 2,111 shares; 2025Q1: 2,081 shares; 2025Q2: 2,072 shares; 2025Q3: 2,078 shares; 2025Q4: 2,070 shares; 2026Q1: 2,078 shares; 2026Q2: 4,488 shares 4,488 $682K 0.07% +2,410 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: 2,589 shares; 2024Q4: 1,580 shares; 2025Q1: 1,620 shares; 2025Q2: 1,493 shares; 2025Q3: 1,462 shares; 2025Q4: 1,459 shares; 2026Q1: 1,552 shares; 2026Q2: 1,962 shares 1,962 $664K 0.07% +410 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: 4,556 shares; 2024Q4: 4,854 shares; 2025Q1: 5,036 shares; 2025Q2: 4,898 shares; 2025Q3: 4,747 shares; 2025Q4: 4,848 shares; 2026Q1: 4,817 shares; 2026Q2: 7,535 shares 7,535 $661K 0.07% +2,718 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799 shares; 2024Q4: 800 shares; 2025Q1: 900 shares; 2025Q2: 1,091 shares; 2025Q3: 1,100 shares; 2025Q4: 1,223 shares; 2026Q1: 1,250 shares; 2026Q2: 1,315 shares 1,315 $651K 0.07% +65 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,626 shares; 2024Q4: 6,626 shares; 2025Q1: 7,216 shares; 2025Q2: 6,068 shares; 2025Q3: 5,844 shares; 2025Q4: 5,600 shares; 2026Q1: 5,231 shares; 2026Q2: 5,431 shares 5,431 $639K 0.07% +200 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 116 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: not reported; 2026Q2: 376 shares 376 $638K 0.07% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,623 shares; 2025Q1: 11,623 shares; 2025Q2: 11,623 shares; 2025Q3: 11,623 shares; 2025Q4: 11,623 shares; 2026Q1: 11,779 shares; 2026Q2: 11,779 shares 11,779 $636K 0.07% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 832 shares 832 $630K 0.07% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,083 shares; 2024Q4: 9,127 shares; 2025Q1: 9,419 shares; 2025Q2: 9,420 shares; 2025Q3: 9,624 shares; 2025Q4: 9,571 shares; 2026Q1: 6,347 shares; 2026Q2: 6,349 shares 6,349 $628K 0.07% +2 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares; 2026Q2: 2,126 shares 2,126 $618K 0.06% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,134 shares 1,134 $611K 0.06% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,696 shares; 2025Q1: 8,668 shares; 2025Q2: 8,704 shares; 2025Q3: 8,264 shares; 2025Q4: 7,380 shares; 2026Q1: 7,372 shares; 2026Q2: 7,372 shares 7,372 $611K 0.06% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT 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: 12,372 shares 12,372 $591K 0.06% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 3,638 shares 3,638 $591K 0.06% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 7,955 shares 7,955 $590K 0.06% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,619 shares 1,619 $587K 0.06% new 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: 2,000 shares; 2024Q4: 1,999 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,014 shares; 2025Q4: 1,949 shares; 2026Q1: 1,986 shares; 2026Q2: 1,995 shares 1,995 $585K 0.06% +9 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,990 shares 13,990 $563K 0.06% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 713 shares; 2025Q2: 711 shares; 2025Q3: 708 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,077 shares 2,077 $547K 0.06% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,231 shares; 2024Q4: 21,510 shares; 2025Q1: 18,652 shares; 2025Q2: 18,395 shares; 2025Q3: 18,408 shares; 2025Q4: 18,321 shares; 2026Q1: 18,953 shares; 2026Q2: 18,775 shares 18,775 $544K 0.06% -178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,158 shares 4,158 $543K 0.06% 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: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 2,005 shares; 2025Q2: 2,000 shares; 2025Q3: 1,989 shares; 2025Q4: 2,815 shares; 2026Q1: 2,688 shares; 2026Q2: 2,464 shares 2,464 $537K 0.06% -224 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,827 shares; 2024Q4: 5,551 shares; 2025Q1: 6,756 shares; 2025Q2: 6,756 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares; 2026Q1: 4,954 shares; 2026Q2: 4,954 shares 4,954 $527K 0.05% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,448 shares; 2025Q4: 7,424 shares; 2026Q1: 6,101 shares; 2026Q2: 5,766 shares 5,766 $522K 0.05% -335 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,253 shares; 2026Q1: 13,845 shares; 2026Q2: 13,792 shares 13,792 $518K 0.05% -53 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,472 shares 1,472 $515K 0.05% new 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: 4,391 shares; 2024Q4: 4,390 shares; 2025Q1: 4,751 shares; 2025Q2: 4,617 shares; 2025Q3: 4,722 shares; 2025Q4: 4,793 shares; 2026Q1: 4,905 shares; 2026Q2: 6,220 shares 6,220 $514K 0.05% +1,315 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 854 shares; 2025Q1: 861 shares; 2025Q2: 864 shares; 2025Q3: 872 shares; 2025Q4: 870 shares; 2026Q1: 895 shares; 2026Q2: 963 shares 963 $507K 0.05% +68 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY 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: 4,213 shares 4,213 $502K 0.05% new 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: 847 shares; 2024Q4: 849 shares; 2025Q1: 923 shares; 2025Q2: 907 shares; 2025Q3: 896 shares; 2025Q4: 4,509 shares; 2026Q1: 4,313 shares; 2026Q2: 4,971 shares 4,971 $494K 0.05% +658 Timeline PXH 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: 17,471 shares; 2025Q1: 19,714 shares; 2025Q2: 18,217 shares; 2025Q3: 18,217 shares; 2025Q4: 18,217 shares; 2026Q1: 18,217 shares; 2026Q2: 17,471 shares 17,471 $487K 0.05% -746 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,151 shares 1,151 $485K 0.05% new 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: 2,006 shares; 2024Q4: 2,097 shares; 2025Q1: 2,405 shares; 2025Q2: 2,569 shares; 2025Q3: 2,548 shares; 2025Q4: 2,398 shares; 2026Q1: 2,510 shares; 2026Q2: 2,659 shares 2,659 $481K 0.05% +149 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,193 shares 1,193 $479K 0.05% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,108 shares; 2025Q3: 1,110 shares; 2025Q4: 1,114 shares; 2026Q1: 1,113 shares; 2026Q2: 1,115 shares 1,115 $475K 0.05% +2 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: 1,015 shares; 2024Q4: not reported; 2025Q1: 1,188 shares; 2025Q2: 966 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares; 2026Q2: 1,580 shares 1,580 $471K 0.05% +544 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: 206 shares 206 $468K 0.05% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,611 shares 4,611 $465K 0.05% new 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: 5,946 shares; 2024Q4: 4,828 shares; 2025Q1: 5,109 shares; 2025Q2: 4,758 shares; 2025Q3: 4,819 shares; 2025Q4: 4,624 shares; 2026Q1: 4,504 shares; 2026Q2: 4,831 shares 4,831 $465K 0.05% +327 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,937 shares; 2024Q4: 2,172 shares; 2025Q1: 2,374 shares; 2025Q2: 2,453 shares; 2025Q3: 2,466 shares; 2025Q4: 2,479 shares; 2026Q1: 2,596 shares; 2026Q2: 3,058 shares 3,058 $463K 0.05% +462 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,355 shares 1,355 $462K 0.05% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,674 shares 9,674 $461K 0.05% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,823 shares 2,823 $461K 0.05% new Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,279 shares 1,279 $457K 0.05% new 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: 3,280 shares; 2024Q4: 3,721 shares; 2025Q1: 3,752 shares; 2025Q2: 3,751 shares; 2025Q3: 3,841 shares; 2025Q4: 3,859 shares; 2026Q1: 3,870 shares; 2026Q2: 4,117 shares 4,117 $455K 0.05% +247 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,736 shares; 2025Q2: 1,817 shares; 2025Q3: 1,816 shares; 2025Q4: 1,894 shares; 2026Q1: 2,001 shares; 2026Q2: 2,151 shares 2,151 $450K 0.05% +150 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,983 shares 1,983 $444K 0.05% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 798 shares; 2025Q1: 815 shares; 2025Q2: 820 shares; 2025Q3: 853 shares; 2025Q4: 1,037 shares; 2026Q1: not reported; 2026Q2: 1,112 shares 1,112 $442K 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,929 shares; 2025Q4: 1,848 shares; 2026Q1: 2,489 shares; 2026Q2: 2,589 shares 2,589 $440K 0.05% +100 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: 909 shares; 2025Q1: 918 shares; 2025Q2: 921 shares; 2025Q3: 955 shares; 2025Q4: 944 shares; 2026Q1: 828 shares; 2026Q2: 851 shares 851 $438K 0.05% +23 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,446 shares 1,446 $435K 0.05% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,600 shares 2,600 $433K 0.05% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,949 shares 1,949 $431K 0.04% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 745 shares 745 $430K 0.04% new 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: 3,275 shares; 2024Q4: 2,950 shares; 2025Q1: 3,034 shares; 2025Q2: 2,836 shares; 2025Q3: 2,953 shares; 2025Q4: 2,895 shares; 2026Q1: 3,137 shares; 2026Q2: 3,389 shares 3,389 $429K 0.04% +252 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,220 shares 8,220 $424K 0.04% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,023 shares 2,023 $422K 0.04% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,640 shares; 2024Q4: 6,221 shares; 2025Q1: 6,224 shares; 2025Q2: 5,986 shares; 2025Q3: 6,024 shares; 2025Q4: 6,073 shares; 2026Q1: 6,244 shares; 2026Q2: 6,253 shares 6,253 $421K 0.04% +9 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,133 shares 17,133 $419K 0.04% new 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: 1,385 shares 1,385 $413K 0.04% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,624 shares; 2024Q4: 5,644 shares; 2025Q1: 5,700 shares; 2025Q2: 5,417 shares; 2025Q3: 5,385 shares; 2025Q4: 5,489 shares; 2026Q1: 5,502 shares; 2026Q2: 4,719 shares 4,719 $410K 0.04% -783 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,164 shares; 2024Q4: 10,086 shares; 2025Q1: 9,439 shares; 2025Q2: 8,331 shares; 2025Q3: 13,765 shares; 2025Q4: 8,331 shares; 2026Q1: 8,331 shares; 2026Q2: 8,331 shares 8,331 $410K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,773 shares; 2025Q3: 1,944 shares; 2025Q4: 1,871 shares; 2026Q1: 1,954 shares; 2026Q2: 2,014 shares 2,014 $404K 0.04% +60 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,851 shares 5,851 $402K 0.04% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; 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: 1,076 shares 1,076 $401K 0.04% new 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: 42 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 39 shares; 2025Q4: 42 shares; 2026Q1: not reported; 2026Q2: 2,246 shares 2,246 $400K 0.04% new 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: 2,858 shares; 2025Q1: 2,936 shares; 2025Q2: 2,937 shares; 2025Q3: 2,418 shares; 2025Q4: 2,428 shares; 2026Q1: 2,571 shares; 2026Q2: 2,754 shares 2,754 $398K 0.04% +183 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,176 shares; 2024Q4: 2,183 shares; 2025Q1: 2,175 shares; 2025Q2: 2,229 shares; 2025Q3: 2,308 shares; 2025Q4: 2,299 shares; 2026Q1: 2,315 shares; 2026Q2: 2,780 shares 2,780 $398K 0.04% +465 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,542 shares; 2025Q1: 2,545 shares; 2025Q2: 2,744 shares; 2025Q3: 2,660 shares; 2025Q4: 2,481 shares; 2026Q1: 1,940 shares; 2026Q2: 2,141 shares 2,141 $396K 0.04% +201 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: 1,038 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares 1,139 $392K 0.04% 0 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: not reported; 2026Q2: 1,159 shares 1,159 $384K 0.04% new 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: not reported; 2026Q1: not reported; 2026Q2: 1,848 shares 1,848 $381K 0.04% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,526 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,440 shares 3,440 $380K 0.04% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 2,089 shares 2,089 $375K 0.04% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,232 shares 2,232 $372K 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 7,217 shares; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares; 2026Q2: 3,360 shares 3,360 $371K 0.04% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 388 shares; 2025Q3: 349 shares; 2025Q4: 347 shares; 2026Q1: 371 shares; 2026Q2: 378 shares 378 $370K 0.04% +7 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: 7,638 shares; 2024Q4: 6,816 shares; 2025Q1: 7,656 shares; 2025Q2: 6,910 shares; 2025Q3: 8,674 shares; 2025Q4: 8,279 shares; 2026Q1: 8,599 shares; 2026Q2: 8,710 shares 8,710 $369K 0.04% +111 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: 2,041 shares; 2024Q4: 1,694 shares; 2025Q1: 1,892 shares; 2025Q2: 1,786 shares; 2025Q3: 2,471 shares; 2025Q4: 2,585 shares; 2026Q1: 2,682 shares; 2026Q2: 2,709 shares 2,709 $367K 0.04% +27 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281 shares; 2024Q4: 278 shares; 2025Q1: 277 shares; 2025Q2: 281 shares; 2025Q3: 284 shares; 2025Q4: 285 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $367K 0.04% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 8,583 shares 8,583 $366K 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $365K 0.04% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,712 shares; 2024Q4: 7,715 shares; 2025Q1: 7,715 shares; 2025Q2: 2,788 shares; 2025Q3: 7,642 shares; 2025Q4: 7,642 shares; 2026Q1: 7,993 shares; 2026Q2: 7,993 shares 7,993 $364K 0.04% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE 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: 2,471 shares 2,471 $359K 0.04% new 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: 566 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 570 shares; 2026Q1: 584 shares; 2026Q2: 685 shares 685 $358K 0.04% +101 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,342 shares; 2024Q4: 1,305 shares; 2025Q1: 1,416 shares; 2025Q2: 1,319 shares; 2025Q3: 1,310 shares; 2025Q4: 1,319 shares; 2026Q1: 1,203 shares; 2026Q2: 1,740 shares 1,740 $357K 0.04% +537 Timeline BCO BRINKS CO More: the full row for BRINKS 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: 3,751 shares 3,751 $354K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,622 shares; 2024Q4: 1,827 shares; 2025Q1: 1,946 shares; 2025Q2: 2,106 shares; 2025Q3: 1,918 shares; 2025Q4: 1,927 shares; 2026Q1: 1,578 shares; 2026Q2: 2,254 shares 2,254 $353K 0.04% +676 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,946 shares; 2024Q4: 1,972 shares; 2025Q1: 1,901 shares; 2025Q2: 1,685 shares; 2025Q3: 1,823 shares; 2025Q4: 1,870 shares; 2026Q1: 1,908 shares; 2026Q2: 1,846 shares 1,846 $352K 0.04% -62 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST 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: 7,664 shares 7,664 $351K 0.04% new Timeline ACA ARCOSA INC More: the full row for ARCOSA 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: 2,417 shares 2,417 $351K 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,473 shares; 2024Q4: 14,116 shares; 2025Q1: 12,880 shares; 2025Q2: 12,887 shares; 2025Q3: 17,280 shares; 2025Q4: 16,717 shares; 2026Q1: 18,280 shares; 2026Q2: 16,805 shares 16,805 $348K 0.04% -1,475 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,170 shares 3,170 $339K 0.04% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,191 shares 2,191 $339K 0.04% new 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: 362 shares; 2025Q3: 317 shares; 2025Q4: 308 shares; 2026Q1: 330 shares; 2026Q2: 350 shares 350 $337K 0.04% +20 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,914 shares 1,914 $336K 0.03% new 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: 840 shares; 2024Q4: 793 shares; 2025Q1: 857 shares; 2025Q2: 930 shares; 2025Q3: 947 shares; 2025Q4: 978 shares; 2026Q1: 845 shares; 2026Q2: 933 shares 933 $331K 0.03% +88 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,406 shares 2,406 $320K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 506 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015 $320K 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,152 shares; 2025Q2: 3,843 shares; 2025Q3: 3,870 shares; 2025Q4: 3,897 shares; 2026Q1: 3,848 shares; 2026Q2: 3,914 shares 3,914 $318K 0.03% +66 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,238 shares 1,238 $316K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,426 shares; 2025Q4: 1,430 shares; 2026Q1: 1,347 shares; 2026Q2: 1,392 shares 1,392 $316K 0.03% +45 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,136 shares; 2025Q1: 1,174 shares; 2025Q2: 1,208 shares; 2025Q3: 1,248 shares; 2025Q4: 1,259 shares; 2026Q1: 1,312 shares; 2026Q2: 1,454 shares 1,454 $315K 0.03% +142 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,534 shares; 2024Q4: 2,438 shares; 2025Q1: 2,494 shares; 2025Q2: 2,107 shares; 2025Q3: 2,405 shares; 2025Q4: 2,053 shares; 2026Q1: 1,684 shares; 2026Q2: 1,668 shares 1,668 $314K 0.03% -16 Timeline ICSH 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: 6,159 shares 6,159 $312K 0.03% new Timeline RACE FERRARI N V More: the full row for FERRARI 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: 824 shares 824 $307K 0.03% new Timeline SCHV 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: 6,954 shares; 2024Q4: 20,879 shares; 2025Q1: 20,749 shares; 2025Q2: 20,765 shares; 2025Q3: 19,925 shares; 2025Q4: 19,610 shares; 2026Q1: 9,337 shares; 2026Q2: 8,701 shares 8,701 $303K 0.03% -636 Timeline CVBF CVB FINL CORP More: the full row for CVB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,424 shares 13,424 $303K 0.03% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819 shares; 2025Q4: 1,882 shares; 2026Q1: 2,015 shares; 2026Q2: 2,064 shares 2,064 $302K 0.03% +49 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: 16,679 shares; 2024Q4: 18,766 shares; 2025Q1: 16,460 shares; 2025Q2: 17,935 shares; 2025Q3: 14,954 shares; 2025Q4: 13,393 shares; 2026Q1: 11,422 shares; 2026Q2: 12,536 shares 12,536 $302K 0.03% +1,114 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,539 shares 2,539 $302K 0.03% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,452 shares 3,452 $301K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,056 shares 2,056 $300K 0.03% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; 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: 11,558 shares 11,558 $299K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,096 shares 1,096 $296K 0.03% new 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: not reported; 2024Q4: 1,122 shares; 2025Q1: 1,201 shares; 2025Q2: 1,164 shares; 2025Q3: 1,118 shares; 2025Q4: 1,083 shares; 2026Q1: 1,159 shares; 2026Q2: 1,354 shares 1,354 $296K 0.03% +195 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 779 shares 779 $292K 0.03% new Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 13,735 shares 13,735 $292K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 671 shares 671 $290K 0.03% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares; 2026Q2: 3,810 shares 3,810 $288K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,862 shares 1,862 $282K 0.03% new 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: 311 shares; 2025Q3: 314 shares; 2025Q4: 306 shares; 2026Q1: 357 shares; 2026Q2: 372 shares 372 $281K 0.03% +15 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,902 shares 2,902 $280K 0.03% 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: 471 shares; 2024Q4: 491 shares; 2025Q1: 477 shares; 2025Q2: not reported; 2025Q3: 537 shares; 2025Q4: 610 shares; 2026Q1: 561 shares; 2026Q2: 553 shares 553 $277K 0.03% -8 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,146 shares; 2025Q1: 902 shares; 2025Q2: 862 shares; 2025Q3: 808 shares; 2025Q4: 802 shares; 2026Q1: 696 shares; 2026Q2: 831 shares 831 $274K 0.03% +135 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares; 2026Q2: 1,151 shares 1,151 $274K 0.03% +142 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: 2,768 shares; 2024Q4: 3,298 shares; 2025Q1: 3,299 shares; 2025Q2: 3,302 shares; 2025Q3: 3,188 shares; 2025Q4: 6,469 shares; 2026Q1: 4,561 shares; 2026Q2: 3,720 shares 3,720 $273K 0.03% -841 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 813 shares; 2025Q1: 826 shares; 2025Q2: 859 shares; 2025Q3: 873 shares; 2025Q4: 888 shares; 2026Q1: 850 shares; 2026Q2: 1,038 shares 1,038 $271K 0.03% +188 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,229 shares; 2025Q3: 914 shares; 2025Q4: 668 shares; 2026Q1: 663 shares; 2026Q2: 656 shares 656 $269K 0.03% -7 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 763 shares 763 $267K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,879 shares; 2024Q4: 2,483 shares; 2025Q1: 2,558 shares; 2025Q2: 2,439 shares; 2025Q3: 2,539 shares; 2025Q4: 2,305 shares; 2026Q1: 2,523 shares; 2026Q2: 2,771 shares 2,771 $265K 0.03% +248 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,037 shares; 2026Q2: 1,238 shares 1,238 $264K 0.03% +201 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares; 2026Q2: 190 shares 190 $263K 0.03% +5 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,146 shares 4,146 $261K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,522 shares 3,522 $258K 0.03% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,337 shares 1,337 $254K 0.03% new Timeline IDV 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: 5,990 shares 5,990 $248K 0.03% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 1,071 shares 1,071 $246K 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 877 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 1,432 shares; 2026Q1: not reported; 2026Q2: 1,282 shares 1,282 $244K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 339 shares 339 $244K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,842 shares; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 987 shares; 2026Q1: 1,109 shares; 2026Q2: 1,093 shares 1,093 $244K 0.03% -16 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 341 shares 341 $243K 0.03% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,398 shares 3,398 $243K 0.03% new Timeline ICUI ICU MED INC More: the full row for ICU MED 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: 1,657 shares 1,657 $243K 0.03% 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: 790 shares; 2024Q4: 632 shares; 2025Q1: 618 shares; 2025Q2: 507 shares; 2025Q3: 510 shares; 2025Q4: 497 shares; 2026Q1: 504 shares; 2026Q2: 529 shares 529 $243K 0.03% +25 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 475 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 494 shares 494 $243K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: not reported; 2025Q3: 3,337 shares; 2025Q4: not reported; 2026Q1: 3,583 shares; 2026Q2: 3,369 shares 3,369 $242K 0.03% -214 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,579 shares; 2024Q4: 1,452 shares; 2025Q1: 1,487 shares; 2025Q2: 1,478 shares; 2025Q3: 1,455 shares; 2025Q4: 1,490 shares; 2026Q1: 1,567 shares; 2026Q2: 1,586 shares 1,586 $241K 0.03% +19 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,928 shares; 2024Q4: 21,687 shares; 2025Q1: 15,823 shares; 2025Q2: 12,704 shares; 2025Q3: 7,787 shares; 2025Q4: 4,734 shares; 2026Q1: 4,765 shares; 2026Q2: 4,797 shares 4,797 $240K 0.02% +32 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS 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: 4,930 shares 4,930 $239K 0.02% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: not reported; 2026Q2: 966 shares 966 $238K 0.02% new 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: 819 shares; 2024Q4: 1,078 shares; 2025Q1: 1,139 shares; 2025Q2: 1,102 shares; 2025Q3: 1,164 shares; 2025Q4: 1,152 shares; 2026Q1: 1,176 shares; 2026Q2: 1,073 shares 1,073 $236K 0.02% -103 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 515 shares 515 $234K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,672 shares; 2025Q4: 2,844 shares; 2026Q1: 2,926 shares; 2026Q2: 3,040 shares 3,040 $234K 0.02% +114 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,398 shares; 2026Q2: 1,519 shares 1,519 $231K 0.02% +121 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: not reported; 2026Q1: not reported; 2026Q2: 364 shares 364 $231K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,845 shares; 2026Q2: 3,987 shares 3,987 $230K 0.02% +142 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,365 shares 2,365 $228K 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,883 shares 16,883 $226K 0.02% new 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: 2,099 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,196 shares 2,196 $224K 0.02% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,692 shares 2,692 $223K 0.02% new Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,970 shares 2,970 $223K 0.02% new Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,645 shares 2,645 $221K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,233 shares; 2025Q4: 2,198 shares; 2026Q1: 2,134 shares; 2026Q2: 2,135 shares 2,135 $220K 0.02% +1 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP 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: 4,280 shares 4,280 $219K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,347 shares; 2024Q4: 8,209 shares; 2025Q1: 13,027 shares; 2025Q2: 7,980 shares; 2025Q3: 6,716 shares; 2025Q4: 6,579 shares; 2026Q1: 2,228 shares; 2026Q2: 1,908 shares 1,908 $218K 0.02% -320 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: 2,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares; 2026Q1: not reported; 2026Q2: 1,340 shares 1,340 $217K 0.02% new Timeline SFY 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: not reported; 2026Q1: not reported; 2026Q2: 1,455 shares 1,455 $217K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,880 shares 1,880 $216K 0.02% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,299 shares 5,299 $216K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,918 shares 1,918 $214K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,383 shares 1,383 $212K 0.02% new 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: 463 shares; 2024Q4: 457 shares; 2025Q1: 496 shares; 2025Q2: 495 shares; 2025Q3: 499 shares; 2025Q4: 475 shares; 2026Q1: 474 shares; 2026Q2: 519 shares 519 $211K 0.02% +45 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: 9,434 shares; 2024Q4: 15,563 shares; 2025Q1: 14,391 shares; 2025Q2: 12,533 shares; 2025Q3: 10,406 shares; 2025Q4: 9,301 shares; 2026Q1: 7,969 shares; 2026Q2: 2,923 shares 2,923 $211K 0.02% -5,046 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,213 shares 8,213 $210K 0.02% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,163 shares 2,163 $210K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,491 shares; 2026Q1: 1,504 shares; 2026Q2: 1,564 shares 1,564 $207K 0.02% +60 Timeline BDC BELDEN INC More: the full row for BELDEN 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: 1,721 shares 1,721 $206K 0.02% new Timeline PLUS EPLUS INC More: the full row for EPLUS 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: 2,477 shares 2,477 $206K 0.02% new Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,340 shares 3,340 $206K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,276 shares 2,276 $206K 0.02% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,234 shares 2,234 $205K 0.02% new Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS 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: 1,497 shares 1,497 $204K 0.02% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 758 shares 758 $202K 0.02% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 903 shares; 2025Q3: 929 shares; 2025Q4: 940 shares; 2026Q1: 1,155 shares; 2026Q2: 1,133 shares 1,133 $201K 0.02% -22 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: not reported; 2025Q3: 2,694 shares; 2025Q4: 2,009 shares; 2026Q1: 2,179 shares; 2026Q2: 2,171 shares 2,171 $200K 0.02% -8 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101 shares 101 $200K 0.02% new Timeline ADCT ADC THERAPEUTICS SA More: the full row for ADC THERAPEUTICS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000 $107K 0.01% new Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP 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: 12,559 shares 12,559 $69.7K 0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,580 shares; 2025Q3: 12,098 shares; 2025Q4: 12,517 shares; 2026Q1: 12,547 shares; 2026Q2: 12,604 shares 12,604 $61.6K 0.01% +57 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS 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: 14,143 shares; 2026Q2: 14,143 shares 14,143 $55.7K 0.01% 0 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: 31,361 shares; 2025Q1: 31,501 shares; 2025Q2: 31,361 shares; 2025Q3: 31,361 shares; 2025Q4: 31,361 shares; 2026Q1: 31,814 shares; 2026Q2: 31,544 shares 31,544 $53.9K 0.01% -270 Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,115 shares; 2025Q3: 11,325 shares; 2025Q4: 11,632 shares; 2026Q1: 10,294 shares; 2026Q2: 10,103 shares 10,103 $31.8K <0.01% -191 Timeline DFNS T3 DEFENSE INC More: the full row for T3 DEFENSE 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: 14,600 shares 14,600 $2.5K <0.01% new Timeline