IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 456,619 shares; 2023Q3: 455,982 shares; 2023Q4: 462,533 shares; 2024Q1: 2,372,318 shares; 2024Q2: 2,389,797 shares; 2024Q3: 2,442,284 shares; 2024Q4: 2,451,890 shares; 2025Q1: 2,482,907 shares 2,482,907 $145M 6.09% +31,017 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 223,245 shares; 2023Q3: 221,392 shares; 2023Q4: 218,054 shares; 2024Q1: 219,841 shares; 2024Q2: 233,391 shares; 2024Q3: 233,507 shares; 2024Q4: 236,780 shares; 2025Q1: 241,147 shares 241,147 $136M 5.7% +4,367 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 472,270 shares; 2023Q3: 467,604 shares; 2023Q4: 483,841 shares; 2024Q1: 481,709 shares; 2024Q2: 473,996 shares; 2024Q3: 470,914 shares; 2024Q4: 479,709 shares; 2025Q1: 468,063 shares 468,063 $104M 4.37% -11,646 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 76,044 shares; 2023Q3: 74,652 shares; 2023Q4: 74,525 shares; 2024Q1: 73,075 shares; 2024Q2: 719,081 shares; 2024Q3: 722,082 shares; 2024Q4: 715,361 shares; 2025Q1: 715,491 shares 715,491 $77.5M 3.26% +130 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 223,161 shares; 2023Q3: 219,333 shares; 2023Q4: 214,715 shares; 2024Q1: 213,533 shares; 2024Q2: 208,740 shares; 2024Q3: 209,856 shares; 2024Q4: 208,119 shares; 2025Q1: 200,569 shares 200,569 $75.3M 3.17% -7,550 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 600,012 shares; 2023Q3: 612,023 shares; 2023Q4: 632,173 shares; 2024Q1: 643,201 shares; 2024Q2: 646,938 shares; 2024Q3: 657,293 shares; 2024Q4: 675,016 shares; 2025Q1: 694,813 shares 694,813 $72.7M 3.06% +19,797 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; 2023Q2: 115,870 shares; 2023Q3: 113,500 shares; 2023Q4: 112,708 shares; 2024Q1: 112,505 shares; 2024Q2: 110,489 shares; 2024Q3: 108,995 shares; 2024Q4: 109,160 shares; 2025Q1: 106,906 shares 106,906 $59.8M 2.51% -2,254 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; 2023Q2: 56,324 shares; 2023Q3: 60,077 shares; 2023Q4: 67,411 shares; 2024Q1: 73,178 shares; 2024Q2: 84,585 shares; 2024Q3: 91,559 shares; 2024Q4: 93,418 shares; 2025Q1: 96,940 shares 96,940 $51.6M 2.17% +3,522 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; 2023Q2: 249,500 shares; 2023Q3: 250,253 shares; 2023Q4: 247,151 shares; 2024Q1: 254,014 shares; 2024Q2: 256,682 shares; 2024Q3: 259,159 shares; 2024Q4: 260,541 shares; 2025Q1: 261,665 shares 261,665 $49.8M 2.09% +1,124 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; 2023Q2: 99,341 shares; 2023Q3: 98,497 shares; 2023Q4: 99,583 shares; 2024Q1: 96,355 shares; 2024Q2: 94,344 shares; 2024Q3: 94,124 shares; 2024Q4: 93,059 shares; 2025Q1: 92,031 shares 92,031 $49.1M 2.06% -1,028 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 285,934 shares; 2023Q3: 322,662 shares; 2023Q4: 422,357 shares; 2024Q1: 500,218 shares; 2024Q2: 596,612 shares; 2024Q3: 663,624 shares; 2024Q4: 734,893 shares; 2025Q1: 770,714 shares 770,714 $44M 1.85% +35,821 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; 2023Q2: 171,315 shares; 2023Q3: 170,049 shares; 2023Q4: 169,786 shares; 2024Q1: 166,594 shares; 2024Q2: 165,293 shares; 2024Q3: 164,756 shares; 2024Q4: 168,261 shares; 2025Q1: 158,527 shares 158,527 $38.9M 1.64% -9,734 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 157,891 shares; 2023Q3: 209,778 shares; 2023Q4: 244,713 shares; 2024Q1: 313,985 shares; 2024Q2: 357,316 shares; 2024Q3: 426,966 shares; 2024Q4: 656,285 shares; 2025Q1: 917,606 shares 917,606 $36.4M 1.53% +261,321 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 430,770 shares; 2023Q3: 414,397 shares; 2023Q4: 404,871 shares; 2024Q1: 393,803 shares; 2024Q2: 376,513 shares; 2024Q3: 366,938 shares; 2024Q4: 363,711 shares; 2025Q1: 362,036 shares 362,036 $33.4M 1.41% -1,675 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 208,291 shares; 2023Q3: 209,456 shares; 2023Q4: 207,056 shares; 2024Q1: 205,539 shares; 2024Q2: 205,770 shares; 2024Q3: 206,882 shares; 2024Q4: 207,514 shares; 2025Q1: 204,986 shares 204,986 $32M 1.35% -2,528 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 311,989 shares; 2023Q3: 292,488 shares; 2023Q4: 287,278 shares; 2024Q1: 276,530 shares; 2024Q2: 253,870 shares; 2024Q3: 244,624 shares; 2024Q4: 233,511 shares; 2025Q1: 231,521 shares 231,521 $29.4M 1.24% -1,990 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; 2023Q2: 418,930 shares; 2023Q3: 436,270 shares; 2023Q4: 445,555 shares; 2024Q1: 447,622 shares; 2024Q2: 466,863 shares; 2024Q3: 490,288 shares; 2024Q4: 490,542 shares; 2025Q1: 504,215 shares 504,215 $25.6M 1.08% +13,673 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; 2023Q2: 56,657 shares; 2023Q3: 57,447 shares; 2023Q4: 56,608 shares; 2024Q1: 60,484 shares; 2024Q2: 62,607 shares; 2024Q3: 65,042 shares; 2024Q4: 133,492 shares; 2025Q1: 140,183 shares 140,183 $23.9M 1.01% +6,691 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 51,133 shares; 2023Q3: 49,740 shares; 2023Q4: 49,215 shares; 2024Q1: 47,590 shares; 2024Q2: 46,856 shares; 2024Q3: 46,123 shares; 2024Q4: 44,959 shares; 2025Q1: 43,452 shares 43,452 $23.8M 1% -1,507 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; 2023Q2: 34,951 shares; 2023Q3: 34,965 shares; 2023Q4: 35,273 shares; 2024Q1: 36,434 shares; 2024Q2: 38,500 shares; 2024Q3: 39,486 shares; 2024Q4: 40,561 shares; 2025Q1: 40,928 shares 40,928 $23.6M 0.99% +367 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 152,528 shares; 2023Q3: 157,672 shares; 2023Q4: 160,071 shares; 2024Q1: 164,119 shares; 2024Q2: 163,595 shares; 2024Q3: 162,586 shares; 2024Q4: 164,533 shares; 2025Q1: 164,327 shares 164,327 $21.8M 0.92% -206 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 96,704 shares; 2023Q3: 96,190 shares; 2023Q4: 97,866 shares; 2024Q1: 285,996 shares; 2024Q2: 280,461 shares; 2024Q3: 275,377 shares; 2024Q4: 262,708 shares; 2025Q1: 244,697 shares 244,697 $21.5M 0.9% -18,011 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 605,086 shares; 2023Q3: 605,852 shares; 2023Q4: 598,222 shares; 2024Q1: 599,343 shares; 2024Q2: 592,769 shares; 2024Q3: 583,172 shares; 2024Q4: 525,366 shares; 2025Q1: 433,008 shares 433,008 $21.4M 0.9% -92,358 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 145,670 shares; 2023Q3: 145,179 shares; 2023Q4: 143,827 shares; 2024Q1: 144,607 shares; 2024Q2: 141,463 shares; 2024Q3: 142,540 shares; 2024Q4: 140,629 shares; 2025Q1: 136,611 shares 136,611 $21.1M 0.89% -4,018 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; 2023Q2: 13,023 shares; 2023Q3: 14,931 shares; 2023Q4: 15,836 shares; 2024Q1: 16,132 shares; 2024Q2: 17,678 shares; 2024Q3: 19,151 shares; 2024Q4: 21,004 shares; 2025Q1: 25,550 shares 25,550 $21.1M 0.89% +4,546 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; 2023Q2: 21,875 shares; 2023Q3: 21,903 shares; 2023Q4: 21,457 shares; 2024Q1: 21,556 shares; 2024Q2: 21,359 shares; 2024Q3: 21,296 shares; 2024Q4: 21,472 shares; 2025Q1: 21,505 shares 21,505 $20.3M 0.86% +33 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 65,690 shares; 2023Q3: 64,812 shares; 2023Q4: 64,399 shares; 2024Q1: 65,142 shares; 2024Q2: 64,920 shares; 2024Q3: 64,185 shares; 2024Q4: 63,861 shares; 2025Q1: 59,781 shares 59,781 $18.7M 0.79% -4,080 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,647 shares; 2023Q3: 44,842 shares; 2023Q4: 46,957 shares; 2024Q1: 60,859 shares; 2024Q2: 69,706 shares; 2024Q3: 111,800 shares; 2024Q4: 168,479 shares; 2025Q1: 224,095 shares 224,095 $18.7M 0.78% +55,616 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; 2023Q2: 52,740 shares; 2023Q3: 51,256 shares; 2023Q4: 51,184 shares; 2024Q1: 50,866 shares; 2024Q2: 50,592 shares; 2024Q3: 50,063 shares; 2024Q4: 48,677 shares; 2025Q1: 45,391 shares 45,391 $16.6M 0.7% -3,286 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 120,394 shares; 2023Q3: 115,539 shares; 2023Q4: 114,358 shares; 2024Q1: 110,061 shares; 2024Q2: 106,687 shares; 2024Q3: 104,930 shares; 2024Q4: 104,587 shares; 2025Q1: 98,084 shares 98,084 $16.3M 0.68% -6,503 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 103,322 shares; 2023Q3: 103,839 shares; 2023Q4: 109,993 shares; 2024Q1: 115,771 shares; 2024Q2: 118,938 shares; 2024Q3: 132,272 shares; 2024Q4: 150,111 shares; 2025Q1: 168,059 shares 168,059 $15.6M 0.66% +17,948 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; 2023Q2: 28,080 shares; 2023Q3: 28,024 shares; 2023Q4: 28,096 shares; 2024Q1: 27,492 shares; 2024Q2: 27,879 shares; 2024Q3: 27,803 shares; 2024Q4: 27,478 shares; 2025Q1: 27,438 shares 27,438 $15M 0.63% -40 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 116,788 shares; 2023Q3: 131,014 shares; 2023Q4: 171,174 shares; 2024Q1: 198,951 shares; 2024Q2: 227,219 shares; 2024Q3: 251,127 shares; 2024Q4: 258,606 shares; 2025Q1: 289,000 shares 289,000 $14.9M 0.63% +30,394 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 48,398 shares; 2023Q3: 47,632 shares; 2023Q4: 46,146 shares; 2024Q1: 45,233 shares; 2024Q2: 44,518 shares; 2024Q3: 44,875 shares; 2024Q4: 43,900 shares; 2025Q1: 42,078 shares 42,078 $14.7M 0.62% -1,822 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; 2023Q2: 28,308 shares; 2023Q3: 28,435 shares; 2023Q4: 29,365 shares; 2024Q1: 29,522 shares; 2024Q2: 29,937 shares; 2024Q3: 29,592 shares; 2024Q4: 29,604 shares; 2025Q1: 29,208 shares 29,208 $14.5M 0.61% -396 Timeline XMHQ 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 70,271 shares; 2025Q1: 156,172 shares 156,172 $14.3M 0.6% +85,901 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; 2023Q2: 155,784 shares; 2023Q3: 156,331 shares; 2023Q4: 164,467 shares; 2024Q1: 167,255 shares; 2024Q2: 166,098 shares; 2024Q3: 187,086 shares; 2024Q4: 193,331 shares; 2025Q1: 200,042 shares 200,042 $14.2M 0.6% +6,711 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; 2023Q2: 83,942 shares; 2023Q3: 82,460 shares; 2023Q4: 82,662 shares; 2024Q1: 80,332 shares; 2024Q2: 79,175 shares; 2024Q3: 78,081 shares; 2024Q4: 76,277 shares; 2025Q1: 67,608 shares 67,608 $13.9M 0.58% -8,669 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 157,247 shares; 2023Q3: 154,320 shares; 2023Q4: 147,483 shares; 2024Q1: 127,748 shares; 2024Q2: 119,785 shares; 2024Q3: 110,003 shares; 2024Q4: 106,328 shares; 2025Q1: 103,788 shares 103,788 $13.8M 0.58% -2,540 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 103,513 shares; 2023Q3: 100,695 shares; 2023Q4: 99,152 shares; 2024Q1: 97,580 shares; 2024Q2: 97,809 shares; 2024Q3: 96,284 shares; 2024Q4: 96,629 shares; 2025Q1: 98,029 shares 98,029 $13.7M 0.58% +1,400 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 41,680 shares; 2023Q3: 43,206 shares; 2023Q4: 43,238 shares; 2024Q1: 43,608 shares; 2024Q2: 44,333 shares; 2024Q3: 43,631 shares; 2024Q4: 42,878 shares; 2025Q1: 43,079 shares 43,079 $13.4M 0.57% +201 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; 2023Q2: 56,434 shares; 2023Q3: 55,210 shares; 2023Q4: 55,377 shares; 2024Q1: 52,600 shares; 2024Q2: 51,902 shares; 2024Q3: 51,886 shares; 2024Q4: 50,705 shares; 2025Q1: 49,786 shares 49,786 $13.4M 0.56% -919 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; 2023Q2: 102,203 shares; 2023Q3: 99,066 shares; 2023Q4: 101,587 shares; 2024Q1: 103,631 shares; 2024Q2: 105,021 shares; 2024Q3: 105,318 shares; 2024Q4: 103,386 shares; 2025Q1: 108,888 shares 108,888 $13.3M 0.56% +5,502 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; 2023Q2: 20,161 shares; 2023Q3: 21,823 shares; 2023Q4: 24,272 shares; 2024Q1: 27,751 shares; 2024Q2: 30,436 shares; 2024Q3: 32,007 shares; 2024Q4: 32,841 shares; 2025Q1: 35,338 shares 35,338 $13.1M 0.55% +2,497 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; 2023Q2: 103,960 shares; 2023Q3: 105,326 shares; 2023Q4: 105,717 shares; 2024Q1: 105,673 shares; 2024Q2: 106,152 shares; 2024Q3: 105,813 shares; 2024Q4: 107,531 shares; 2025Q1: 108,977 shares 108,977 $13M 0.55% +1,446 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; 2023Q2: 60,334 shares; 2023Q3: 59,737 shares; 2023Q4: 58,697 shares; 2024Q1: 58,275 shares; 2024Q2: 57,639 shares; 2024Q3: 56,531 shares; 2024Q4: 55,872 shares; 2025Q1: 55,338 shares 55,338 $12.9M 0.54% -534 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 135,685 shares; 2023Q3: 163,054 shares; 2023Q4: 210,435 shares; 2024Q1: 278,344 shares; 2024Q2: 306,468 shares; 2024Q3: 329,225 shares; 2024Q4: 329,087 shares; 2025Q1: 307,842 shares 307,842 $12.7M 0.53% -21,245 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; 2023Q2: 22,487 shares; 2023Q3: 22,265 shares; 2023Q4: 25,555 shares; 2024Q1: 26,299 shares; 2024Q2: 29,578 shares; 2024Q3: 36,299 shares; 2024Q4: 37,835 shares; 2025Q1: 41,479 shares 41,479 $11.3M 0.47% +3,644 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,112 shares; 2025Q1: 11,789 shares 11,789 $11.2M 0.47% -323 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 111,756 shares; 2023Q3: 115,296 shares; 2023Q4: 107,864 shares; 2024Q1: 118,206 shares; 2024Q2: 161,067 shares; 2024Q3: 158,131 shares; 2024Q4: 187,920 shares; 2025Q1: 208,811 shares 208,811 $10.6M 0.44% +20,891 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 65,739 shares; 2023Q3: 66,556 shares; 2023Q4: 66,655 shares; 2024Q1: 68,053 shares; 2024Q2: 69,429 shares; 2024Q3: 69,621 shares; 2024Q4: 69,706 shares; 2025Q1: 61,570 shares 61,570 $10.1M 0.43% -8,136 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 47,685 shares; 2023Q3: 48,595 shares; 2023Q4: 48,641 shares; 2024Q1: 49,251 shares; 2024Q2: 48,667 shares; 2024Q3: 48,711 shares; 2024Q4: 49,243 shares; 2025Q1: 45,448 shares 45,448 $9.89M 0.42% -3,795 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 77,679 shares; 2023Q3: 76,942 shares; 2023Q4: 78,049 shares; 2024Q1: 80,435 shares; 2024Q2: 78,879 shares; 2024Q3: 80,306 shares; 2024Q4: 77,203 shares; 2025Q1: 70,333 shares 70,333 $9.83M 0.41% -6,870 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 43,107 shares; 2023Q3: 42,808 shares; 2023Q4: 42,793 shares; 2024Q1: 42,461 shares; 2024Q2: 41,991 shares; 2024Q3: 41,805 shares; 2024Q4: 41,631 shares; 2025Q1: 41,006 shares 41,006 $9.77M 0.41% -625 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 42,457 shares; 2023Q3: 40,557 shares; 2023Q4: 38,866 shares; 2024Q1: 39,289 shares; 2024Q2: 39,458 shares; 2024Q3: 37,293 shares; 2024Q4: 35,830 shares; 2025Q1: 35,491 shares 35,491 $9.52M 0.4% -339 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; 2023Q2: 144,950 shares; 2023Q3: 132,881 shares; 2023Q4: 125,589 shares; 2024Q1: 124,116 shares; 2024Q2: 118,606 shares; 2024Q3: 110,841 shares; 2024Q4: 102,983 shares; 2025Q1: 96,475 shares 96,475 $9.52M 0.4% -6,508 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; 2023Q2: 139,031 shares; 2023Q3: 141,942 shares; 2023Q4: 142,923 shares; 2024Q1: 137,903 shares; 2024Q2: 133,015 shares; 2024Q3: 127,434 shares; 2024Q4: 122,113 shares; 2025Q1: 120,818 shares 120,818 $9.46M 0.4% -1,295 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 74,788 shares; 2023Q3: 74,759 shares; 2023Q4: 74,764 shares; 2024Q1: 73,359 shares; 2024Q2: 71,911 shares; 2024Q3: 71,589 shares; 2024Q4: 70,337 shares; 2025Q1: 66,512 shares 66,512 $9.34M 0.39% -3,825 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 58,088 shares; 2023Q3: 56,925 shares; 2023Q4: 66,385 shares; 2024Q1: 65,870 shares; 2024Q2: 65,407 shares; 2024Q3: 64,814 shares; 2024Q4: 62,601 shares; 2025Q1: 61,645 shares 61,645 $9.24M 0.39% -956 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 33,072 shares; 2023Q3: 32,769 shares; 2023Q4: 31,409 shares; 2024Q1: 30,791 shares; 2024Q2: 30,849 shares; 2024Q3: 31,094 shares; 2024Q4: 29,809 shares; 2025Q1: 29,906 shares 29,906 $9.17M 0.39% +97 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; 2023Q2: 54,228 shares; 2023Q3: 54,127 shares; 2023Q4: 54,669 shares; 2024Q1: 52,888 shares; 2024Q2: 52,262 shares; 2024Q3: 52,492 shares; 2024Q4: 52,120 shares; 2025Q1: 51,038 shares 51,038 $9.15M 0.38% -1,082 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; 2023Q2: 154,019 shares; 2023Q3: 162,136 shares; 2023Q4: 162,408 shares; 2024Q1: 173,614 shares; 2024Q2: 179,015 shares; 2024Q3: 190,603 shares; 2024Q4: 197,143 shares; 2025Q1: 199,516 shares 199,516 $9.03M 0.38% +2,373 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 27,545 shares; 2023Q3: 26,936 shares; 2023Q4: 27,289 shares; 2024Q1: 26,148 shares; 2024Q2: 25,947 shares; 2024Q3: 25,522 shares; 2024Q4: 24,546 shares; 2025Q1: 23,352 shares 23,352 $8.69M 0.37% -1,194 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,051 shares; 2023Q3: 4,785 shares; 2023Q4: 5,236 shares; 2024Q1: 5,779 shares; 2024Q2: 7,668 shares; 2024Q3: 8,173 shares; 2024Q4: 8,541 shares; 2025Q1: 10,671 shares 10,671 $8.5M 0.36% +2,130 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; 2023Q2: 40,326 shares; 2023Q3: 39,325 shares; 2023Q4: 39,864 shares; 2024Q1: 38,942 shares; 2024Q2: 38,192 shares; 2024Q3: 37,682 shares; 2024Q4: 37,049 shares; 2025Q1: 35,960 shares 35,960 $8.33M 0.35% -1,089 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; 2023Q2: 53,488 shares; 2023Q3: 54,811 shares; 2023Q4: 54,093 shares; 2024Q1: 52,391 shares; 2024Q2: 50,404 shares; 2024Q3: 51,574 shares; 2024Q4: 48,504 shares; 2025Q1: 49,701 shares 49,701 $8.25M 0.35% +1,197 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 103,732 shares; 2023Q3: 106,747 shares; 2023Q4: 108,139 shares; 2024Q1: 112,154 shares; 2024Q2: 112,460 shares; 2024Q3: 116,677 shares; 2024Q4: 117,392 shares; 2025Q1: 107,501 shares 107,501 $7.88M 0.33% -9,891 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; 2023Q2: 59,536 shares; 2023Q3: 58,008 shares; 2023Q4: 57,170 shares; 2024Q1: 55,950 shares; 2024Q2: 54,891 shares; 2024Q3: 56,490 shares; 2024Q4: 54,843 shares; 2025Q1: 45,709 shares 45,709 $7.79M 0.33% -9,134 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; 2023Q2: 9,752 shares; 2023Q3: 10,988 shares; 2023Q4: 11,669 shares; 2024Q1: 12,047 shares; 2024Q2: 12,711 shares; 2024Q3: 12,951 shares; 2024Q4: 13,634 shares; 2025Q1: 15,691 shares 15,691 $7.77M 0.33% +2,057 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 119,579 shares; 2024Q1: 119,579 shares; 2024Q2: 616,536 shares; 2024Q3: 583,536 shares; 2024Q4: 573,502 shares; 2025Q1: 573,502 shares 573,502 $7.77M 0.33% 0 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; 2023Q2: 9,736 shares; 2023Q3: 10,004 shares; 2023Q4: 10,013 shares; 2024Q1: 10,820 shares; 2024Q2: 11,470 shares; 2024Q3: 11,526 shares; 2024Q4: 13,615 shares; 2025Q1: 14,739 shares 14,739 $7.49M 0.31% +1,124 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,652 shares; 2023Q3: 26,927 shares; 2023Q4: 27,964 shares; 2024Q1: 28,574 shares; 2024Q2: 30,440 shares; 2024Q3: 31,125 shares; 2024Q4: 31,772 shares; 2025Q1: 32,331 shares 32,331 $7.48M 0.31% +559 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; 2023Q2: 37,870 shares; 2023Q3: 37,831 shares; 2023Q4: 37,465 shares; 2024Q1: 36,848 shares; 2024Q2: 36,038 shares; 2024Q3: 35,657 shares; 2024Q4: 34,906 shares; 2025Q1: 34,406 shares 34,406 $7.1M 0.3% -500 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; 2023Q2: 191,728 shares; 2023Q3: 192,526 shares; 2023Q4: 191,116 shares; 2024Q1: 185,352 shares; 2024Q2: 178,878 shares; 2024Q3: 180,097 shares; 2024Q4: 124,275 shares; 2025Q1: 113,843 shares 113,843 $7.03M 0.3% -10,432 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 63,148 shares; 2023Q3: 65,650 shares; 2023Q4: 65,133 shares; 2024Q1: 69,117 shares; 2024Q2: 70,181 shares; 2024Q3: 75,493 shares; 2024Q4: 75,694 shares; 2025Q1: 78,647 shares 78,647 $6.76M 0.28% +2,953 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 63,047 shares; 2023Q3: 63,954 shares; 2023Q4: 75,824 shares; 2024Q1: 71,574 shares; 2024Q2: 71,594 shares; 2024Q3: 74,338 shares; 2024Q4: 84,110 shares; 2025Q1: 82,187 shares 82,187 $6.72M 0.28% -1,923 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,647 shares; 2023Q3: 1,764 shares; 2023Q4: 2,409 shares; 2024Q1: 39,577 shares; 2024Q2: 57,989 shares; 2024Q3: 69,806 shares; 2024Q4: 82,617 shares; 2025Q1: 91,315 shares 91,315 $6.71M 0.28% +8,698 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,561 shares; 2023Q3: 23,568 shares; 2023Q4: 22,262 shares; 2024Q1: 23,006 shares; 2024Q2: 21,977 shares; 2024Q3: 22,257 shares; 2024Q4: 21,918 shares; 2025Q1: 17,190 shares 17,190 $6.59M 0.28% -4,728 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; 2023Q2: 13,389 shares; 2023Q3: 13,368 shares; 2023Q4: 13,312 shares; 2024Q1: 13,331 shares; 2024Q2: 13,252 shares; 2024Q3: 13,238 shares; 2024Q4: 13,197 shares; 2025Q1: 12,517 shares 12,517 $6.56M 0.28% -680 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 35,161 shares; 2023Q3: 35,409 shares; 2023Q4: 35,987 shares; 2024Q1: 90,984 shares; 2024Q2: 103,683 shares; 2024Q3: 104,894 shares; 2024Q4: 104,162 shares; 2025Q1: 104,898 shares 104,898 $6.34M 0.27% +736 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 225,496 shares; 2023Q3: 230,750 shares; 2023Q4: 228,765 shares; 2024Q1: 234,155 shares; 2024Q2: 232,064 shares; 2024Q3: 237,347 shares; 2024Q4: 238,974 shares; 2025Q1: 249,431 shares 249,431 $6.03M 0.25% +10,457 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 209,745 shares; 2023Q3: 212,839 shares; 2023Q4: 212,169 shares; 2024Q1: 219,494 shares; 2024Q2: 213,719 shares; 2024Q3: 223,038 shares; 2024Q4: 226,686 shares; 2025Q1: 237,771 shares 237,771 $6.01M 0.25% +11,085 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; 2023Q2: 16,970 shares; 2023Q3: 17,939 shares; 2023Q4: 19,916 shares; 2024Q1: 20,181 shares; 2024Q2: 19,818 shares; 2024Q3: 20,178 shares; 2024Q4: 20,056 shares; 2025Q1: 20,356 shares 20,356 $6M 0.25% +300 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 225,291 shares; 2023Q3: 229,660 shares; 2023Q4: 227,690 shares; 2024Q1: 230,349 shares; 2024Q2: 224,386 shares; 2024Q3: 252,186 shares; 2024Q4: 237,225 shares; 2025Q1: 245,963 shares 245,963 $5.95M 0.25% +8,738 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 112,960 shares; 2023Q3: 112,885 shares; 2023Q4: 113,123 shares; 2024Q1: 113,235 shares; 2024Q2: 110,397 shares; 2024Q3: 115,359 shares; 2024Q4: 117,002 shares; 2025Q1: 122,868 shares 122,868 $5.95M 0.25% +5,866 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 45,706 shares; 2023Q3: 44,075 shares; 2023Q4: 39,939 shares; 2024Q1: 38,581 shares; 2024Q2: 37,608 shares; 2024Q3: 37,599 shares; 2024Q4: 35,493 shares; 2025Q1: 28,179 shares 28,179 $5.9M 0.25% -7,314 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; 2023Q2: 11,300 shares; 2023Q3: 12,121 shares; 2023Q4: 12,924 shares; 2024Q1: 13,893 shares; 2024Q2: 14,994 shares; 2024Q3: 15,323 shares; 2024Q4: 15,929 shares; 2025Q1: 17,413 shares 17,413 $5.87M 0.25% +1,484 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; 2023Q2: 28,331 shares; 2023Q3: 28,002 shares; 2023Q4: 29,349 shares; 2024Q1: 29,197 shares; 2024Q2: 27,628 shares; 2024Q3: 28,176 shares; 2024Q4: 27,248 shares; 2025Q1: 27,270 shares 27,270 $5.77M 0.24% +22 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 178,465 shares; 2023Q3: 189,352 shares; 2023Q4: 197,552 shares; 2024Q1: 205,772 shares; 2024Q2: 215,904 shares; 2024Q3: 229,310 shares; 2024Q4: 238,086 shares; 2025Q1: 249,015 shares 249,015 $5.76M 0.24% +10,929 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,071 shares; 2023Q3: 29,437 shares; 2023Q4: 32,378 shares; 2024Q1: 32,796 shares; 2024Q2: 30,880 shares; 2024Q3: 35,804 shares; 2024Q4: 36,317 shares; 2025Q1: 37,033 shares 37,033 $5.69M 0.24% +716 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 592 shares; 2023Q3: 621 shares; 2023Q4: 637 shares; 2024Q1: 656 shares; 2024Q2: 859 shares; 2024Q3: 19,268 shares; 2024Q4: 23,295 shares; 2025Q1: 33,876 shares 33,876 $5.67M 0.24% +10,581 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 115,190 shares; 2023Q3: 145,436 shares; 2023Q4: 168,132 shares; 2024Q1: 195,015 shares; 2024Q2: 215,218 shares; 2024Q3: 243,773 shares; 2024Q4: 254,265 shares; 2025Q1: 271,734 shares 271,734 $5.64M 0.24% +17,469 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; 2023Q2: 17,821 shares; 2023Q3: 17,337 shares; 2023Q4: 15,603 shares; 2024Q1: 14,609 shares; 2024Q2: 12,262 shares; 2024Q3: 12,241 shares; 2024Q4: 12,620 shares; 2025Q1: 12,003 shares 12,003 $5.63M 0.24% -617 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,249 shares; 2023Q3: 21,203 shares; 2023Q4: 20,973 shares; 2024Q1: 21,083 shares; 2024Q2: 22,246 shares; 2024Q3: 22,272 shares; 2024Q4: 20,992 shares; 2025Q1: 20,975 shares 20,975 $5.59M 0.24% -17 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; 2023Q2: 142,662 shares; 2023Q3: 136,772 shares; 2023Q4: 130,233 shares; 2024Q1: 124,982 shares; 2024Q2: 125,448 shares; 2024Q3: 125,691 shares; 2024Q4: 124,417 shares; 2025Q1: 122,701 shares 122,701 $5.57M 0.23% -1,716 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 149,585 shares; 2023Q3: 166,597 shares; 2023Q4: 184,783 shares; 2024Q1: 202,433 shares; 2024Q2: 220,661 shares; 2024Q3: 238,865 shares; 2024Q4: 244,861 shares; 2025Q1: 255,389 shares 255,389 $5.55M 0.23% +10,528 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 128,209 shares; 2023Q3: 128,550 shares; 2023Q4: 127,777 shares; 2024Q1: 123,217 shares; 2024Q2: 121,996 shares; 2024Q3: 118,019 shares; 2024Q4: 113,042 shares; 2025Q1: 111,039 shares 111,039 $5.53M 0.23% -2,003 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,762 shares; 2024Q3: 25,182 shares; 2024Q4: 24,735 shares; 2025Q1: 23,476 shares 23,476 $5.46M 0.23% -1,259 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,983 shares; 2023Q3: 38,544 shares; 2023Q4: 38,107 shares; 2024Q1: 36,281 shares; 2024Q2: 35,900 shares; 2024Q3: 34,952 shares; 2024Q4: 34,020 shares; 2025Q1: 32,536 shares 32,536 $5.44M 0.23% -1,484 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 48,065 shares; 2023Q3: 94,000 shares; 2023Q4: 114,032 shares; 2024Q1: 134,459 shares; 2024Q2: 159,989 shares; 2024Q3: 193,230 shares; 2024Q4: 202,981 shares; 2025Q1: 216,387 shares 216,387 $5.41M 0.23% +13,406 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 218,605 shares; 2023Q3: 229,155 shares; 2023Q4: 230,145 shares; 2024Q1: 230,262 shares; 2024Q2: 224,263 shares; 2024Q3: 223,812 shares; 2024Q4: 217,919 shares; 2025Q1: 213,139 shares 213,139 $5.36M 0.23% -4,780 BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 121,663 shares; 2023Q3: 118,073 shares; 2023Q4: 116,797 shares; 2024Q1: 113,025 shares; 2024Q2: 111,327 shares; 2024Q3: 108,769 shares; 2024Q4: 105,415 shares; 2025Q1: 102,133 shares 102,133 $5.35M 0.23% -3,282 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; 2023Q2: 119,472 shares; 2023Q3: 118,938 shares; 2023Q4: 109,212 shares; 2024Q1: 106,249 shares; 2024Q2: 102,753 shares; 2024Q3: 93,151 shares; 2024Q4: 91,164 shares; 2025Q1: 86,311 shares 86,311 $5.26M 0.22% -4,853 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,638 shares; 2023Q3: 24,398 shares; 2023Q4: 28,132 shares; 2024Q1: 29,993 shares; 2024Q2: 32,437 shares; 2024Q3: 34,842 shares; 2024Q4: 46,248 shares; 2025Q1: 89,194 shares 89,194 $5.22M 0.22% +42,946 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; 2023Q2: 1,402 shares; 2023Q3: 3,439 shares; 2023Q4: 3,874 shares; 2024Q1: 3,914 shares; 2024Q2: 4,314 shares; 2024Q3: 5,695 shares; 2024Q4: 7,202 shares; 2025Q1: 7,867 shares 7,867 $5.21M 0.22% +665 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 30,700 shares; 2023Q4: 67,367 shares; 2024Q1: 93,902 shares; 2024Q2: 145,531 shares; 2024Q3: 171,231 shares; 2024Q4: 178,121 shares; 2025Q1: 197,294 shares 197,294 $5.04M 0.21% +19,173 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; 2023Q2: 13,499 shares; 2023Q3: 14,161 shares; 2023Q4: 16,950 shares; 2024Q1: 18,482 shares; 2024Q2: 20,517 shares; 2024Q3: 20,989 shares; 2024Q4: 21,119 shares; 2025Q1: 22,316 shares 22,316 $4.95M 0.21% +1,197 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 33,146 shares; 2023Q3: 31,661 shares; 2023Q4: 30,484 shares; 2024Q1: 28,833 shares; 2024Q2: 28,237 shares; 2024Q3: 26,447 shares; 2024Q4: 25,463 shares; 2025Q1: 24,772 shares 24,772 $4.89M 0.21% -691 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,108 shares; 2023Q3: 13,998 shares; 2023Q4: 15,356 shares; 2024Q1: 14,701 shares; 2024Q2: 14,488 shares; 2024Q3: 14,685 shares; 2024Q4: 14,490 shares; 2025Q1: 14,679 shares 14,679 $4.84M 0.2% +189 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares 6 $4.79M 0.2% new 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; 2023Q2: 23,591 shares; 2023Q3: 23,262 shares; 2023Q4: 23,769 shares; 2024Q1: 23,525 shares; 2024Q2: 22,690 shares; 2024Q3: 22,437 shares; 2024Q4: 20,922 shares; 2025Q1: 20,138 shares 20,138 $4.76M 0.2% -784 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,256 shares; 2023Q3: 19,593 shares; 2023Q4: 21,667 shares; 2024Q1: 25,026 shares; 2024Q2: 25,278 shares; 2024Q3: 34,575 shares; 2024Q4: 47,906 shares; 2025Q1: 57,764 shares 57,764 $4.72M 0.2% +9,858 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 43,335 shares; 2023Q3: 42,891 shares; 2023Q4: 42,473 shares; 2024Q1: 42,220 shares; 2024Q2: 43,151 shares; 2024Q3: 43,985 shares; 2024Q4: 41,751 shares; 2025Q1: 43,813 shares 43,813 $4.6M 0.19% +2,062 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 242 shares; 2023Q3: 5,915 shares; 2023Q4: 54,393 shares; 2024Q1: 76,689 shares; 2024Q2: 109,253 shares; 2024Q3: 125,023 shares; 2024Q4: 136,099 shares; 2025Q1: 145,271 shares 145,271 $4.44M 0.19% +9,172 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,944 shares; 2024Q4: 141,398 shares; 2025Q1: 170,318 shares 170,318 $4.39M 0.18% +28,920 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,043 shares; 2023Q3: 11,660 shares; 2023Q4: 11,389 shares; 2024Q1: 11,166 shares; 2024Q2: 10,841 shares; 2024Q3: 10,580 shares; 2024Q4: 10,636 shares; 2025Q1: 9,087 shares 9,087 $4.27M 0.18% -1,549 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 77,156 shares; 2023Q3: 76,878 shares; 2023Q4: 75,578 shares; 2024Q1: 75,384 shares; 2024Q2: 74,537 shares; 2024Q3: 73,038 shares; 2024Q4: 70,922 shares; 2025Q1: 71,019 shares 71,019 $4.23M 0.18% +97 ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,493 shares; 2023Q3: 15,257 shares; 2023Q4: 15,172 shares; 2024Q1: 14,827 shares; 2024Q2: 14,687 shares; 2024Q3: 14,425 shares; 2024Q4: 14,845 shares; 2025Q1: 13,837 shares 13,837 $4.23M 0.18% -1,008 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 129,486 shares; 2023Q3: 123,575 shares; 2023Q4: 117,919 shares; 2024Q1: 120,212 shares; 2024Q2: 116,114 shares; 2024Q3: 112,903 shares; 2024Q4: 111,534 shares; 2025Q1: 109,386 shares 109,386 $4.1M 0.17% -2,148 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 93,778 shares; 2023Q3: 92,920 shares; 2023Q4: 95,387 shares; 2024Q1: 94,922 shares; 2024Q2: 94,036 shares; 2024Q3: 92,043 shares; 2024Q4: 84,088 shares; 2025Q1: 59,397 shares 59,397 $4.03M 0.17% -24,691 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,336 shares; 2023Q3: 16,441 shares; 2023Q4: 16,162 shares; 2024Q1: 19,552 shares; 2024Q2: 20,205 shares; 2024Q3: 20,309 shares; 2024Q4: 20,624 shares; 2025Q1: 18,761 shares 18,761 $3.93M 0.17% -1,863 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; 2023Q2: 800 shares; 2023Q3: 802 shares; 2023Q4: 775 shares; 2024Q1: 787 shares; 2024Q2: 781 shares; 2024Q3: 786 shares; 2024Q4: 797 shares; 2025Q1: 838 shares 838 $3.86M 0.16% +41 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,754 shares; 2023Q3: 21,260 shares; 2023Q4: 18,732 shares; 2024Q1: 20,631 shares; 2024Q2: 22,223 shares; 2024Q3: 22,358 shares; 2024Q4: 21,865 shares; 2025Q1: 20,507 shares 20,507 $3.86M 0.16% -1,358 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,967 shares; 2023Q3: 19,252 shares; 2023Q4: 18,824 shares; 2024Q1: 18,524 shares; 2024Q2: 16,767 shares; 2024Q3: 16,020 shares; 2024Q4: 13,180 shares; 2025Q1: 8,868 shares 8,868 $3.86M 0.16% -4,312 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 125,033 shares; 2023Q3: 109,557 shares; 2023Q4: 96,284 shares; 2024Q1: 88,642 shares; 2024Q2: 63,662 shares; 2024Q3: 57,989 shares; 2024Q4: 44,746 shares; 2025Q1: 48,286 shares 48,286 $3.81M 0.16% +3,540 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,878 shares; 2023Q3: 17,619 shares; 2023Q4: 17,335 shares; 2024Q1: 16,785 shares; 2024Q2: 17,252 shares; 2024Q3: 16,878 shares; 2024Q4: 16,445 shares; 2025Q1: 16,087 shares 16,087 $3.81M 0.16% -358 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,116 shares; 2023Q3: 1,116 shares; 2023Q4: 1,119 shares; 2024Q1: 2,075 shares; 2024Q2: 3,518 shares; 2024Q3: 4,014 shares; 2024Q4: 35,191 shares; 2025Q1: 35,757 shares 35,757 $3.74M 0.16% +566 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; 2023Q2: 16,366 shares; 2023Q3: 15,776 shares; 2023Q4: 15,776 shares; 2024Q1: 14,806 shares; 2024Q2: 13,960 shares; 2024Q3: 13,695 shares; 2024Q4: 13,218 shares; 2025Q1: 14,446 shares 14,446 $3.67M 0.15% +1,228 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,435 shares; 2023Q3: 31,475 shares; 2023Q4: 28,085 shares; 2024Q1: 28,793 shares; 2024Q2: 37,266 shares; 2024Q3: 39,930 shares; 2024Q4: 48,086 shares; 2025Q1: 64,818 shares 64,818 $3.5M 0.15% +16,732 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; 2023Q2: 2,489 shares; 2023Q3: 2,789 shares; 2023Q4: 4,616 shares; 2024Q1: 9,710 shares; 2024Q2: 26,657 shares; 2024Q3: 31,915 shares; 2024Q4: 39,617 shares; 2025Q1: 46,282 shares 46,282 $3.37M 0.14% +6,665 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 47,622 shares; 2023Q3: 41,306 shares; 2023Q4: 42,638 shares; 2024Q1: 39,943 shares; 2024Q2: 39,848 shares; 2024Q3: 39,076 shares; 2024Q4: 39,173 shares; 2025Q1: 39,251 shares 39,251 $3.34M 0.14% +78 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 87,409 shares; 2023Q3: 86,227 shares; 2023Q4: 84,943 shares; 2024Q1: 78,393 shares; 2024Q2: 70,646 shares; 2024Q3: 68,632 shares; 2024Q4: 64,211 shares; 2025Q1: 52,036 shares 52,036 $3.3M 0.14% -12,175 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,766 shares; 2023Q3: 11,540 shares; 2023Q4: 11,304 shares; 2024Q1: 11,197 shares; 2024Q2: 11,312 shares; 2024Q3: 12,267 shares; 2024Q4: 12,282 shares; 2025Q1: 12,015 shares 12,015 $3.3M 0.14% -267 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; 2023Q2: 49,358 shares; 2023Q3: 47,635 shares; 2023Q4: 46,560 shares; 2024Q1: 45,672 shares; 2024Q2: 44,470 shares; 2024Q3: 44,161 shares; 2024Q4: 41,276 shares; 2025Q1: 36,706 shares 36,706 $3.29M 0.14% -4,570 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,420 shares; 2023Q3: 11,594 shares; 2023Q4: 11,315 shares; 2024Q1: 10,748 shares; 2024Q2: 10,788 shares; 2024Q3: 10,586 shares; 2024Q4: 9,954 shares; 2025Q1: 9,992 shares 9,992 $3.29M 0.14% +38 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 208,544 shares; 2023Q3: 208,544 shares; 2023Q4: 208,544 shares; 2024Q1: 208,544 shares; 2024Q2: 208,544 shares; 2024Q3: 208,544 shares; 2024Q4: 208,544 shares; 2025Q1: 208,544 shares 208,544 $3.24M 0.14% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,102 shares; 2023Q3: 12,517 shares; 2023Q4: 13,230 shares; 2024Q1: 14,377 shares; 2024Q2: 15,822 shares; 2024Q3: 16,498 shares; 2024Q4: 15,882 shares; 2025Q1: 15,495 shares 15,495 $3.21M 0.14% -387 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; 2023Q2: 9,932 shares; 2023Q3: 10,855 shares; 2023Q4: 9,739 shares; 2024Q1: 9,774 shares; 2024Q2: 9,936 shares; 2024Q3: 10,981 shares; 2024Q4: 13,523 shares; 2025Q1: 12,652 shares 12,652 $3.15M 0.13% -871 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; 2023Q2: 85,633 shares; 2023Q3: 87,094 shares; 2023Q4: 58,380 shares; 2024Q1: 55,548 shares; 2024Q2: 50,296 shares; 2024Q3: 53,563 shares; 2024Q4: 57,501 shares; 2025Q1: 43,650 shares 43,650 $3.13M 0.13% -13,851 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 198 shares; 2024Q1: 303 shares; 2024Q2: 340 shares; 2024Q3: 1,155 shares; 2024Q4: 4,776 shares; 2025Q1: 6,391 shares 6,391 $3.1M 0.13% +1,615 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,209 shares; 2023Q3: 4,920 shares; 2023Q4: 5,113 shares; 2024Q1: 5,308 shares; 2024Q2: 5,717 shares; 2024Q3: 5,911 shares; 2024Q4: 5,944 shares; 2025Q1: 5,666 shares 5,666 $3.07M 0.13% -278 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,698 shares; 2023Q3: 20,939 shares; 2023Q4: 28,480 shares; 2024Q1: 39,399 shares; 2024Q2: 45,645 shares; 2024Q3: 47,073 shares; 2024Q4: 50,029 shares; 2025Q1: 50,955 shares 50,955 $3.04M 0.13% +926 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 103,971 shares; 2023Q3: 101,728 shares; 2023Q4: 105,179 shares; 2024Q1: 100,725 shares; 2024Q2: 90,201 shares; 2024Q3: 83,160 shares; 2024Q4: 83,129 shares; 2025Q1: 73,187 shares 73,187 $3.01M 0.13% -9,942 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,392 shares; 2023Q3: 33,228 shares; 2023Q4: 29,900 shares; 2024Q1: 32,385 shares; 2024Q2: 32,368 shares; 2024Q3: 47,763 shares; 2024Q4: 50,620 shares; 2025Q1: 52,691 shares 52,691 $2.95M 0.12% +2,071 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; 2023Q2: 11,647 shares; 2023Q3: 21,119 shares; 2023Q4: 22,983 shares; 2024Q1: 29,018 shares; 2024Q2: 34,518 shares; 2024Q3: 34,143 shares; 2024Q4: 106,867 shares; 2025Q1: 105,105 shares 105,105 $2.94M 0.12% -1,762 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; 2023Q2: 12,102 shares; 2023Q3: 12,084 shares; 2023Q4: 12,694 shares; 2024Q1: 12,409 shares; 2024Q2: 11,722 shares; 2024Q3: 10,888 shares; 2024Q4: 10,709 shares; 2025Q1: 11,097 shares 11,097 $2.87M 0.12% +388 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 464 shares; 2025Q1: 730 shares 730 $2.78M 0.12% +266 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; 2023Q2: 85,950 shares; 2023Q3: 81,850 shares; 2023Q4: 75,165 shares; 2024Q1: 66,460 shares; 2024Q2: 63,857 shares; 2024Q3: 52,860 shares; 2024Q4: 40,648 shares; 2025Q1: 40,536 shares 40,536 $2.75M 0.12% -112 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,758 shares; 2023Q3: 14,701 shares; 2023Q4: 14,066 shares; 2024Q1: 14,094 shares; 2024Q2: 14,138 shares; 2024Q3: 14,016 shares; 2024Q4: 14,901 shares; 2025Q1: 15,892 shares 15,892 $2.74M 0.12% +991 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 74,103 shares; 2023Q3: 77,226 shares; 2023Q4: 77,283 shares; 2024Q1: 74,730 shares; 2024Q2: 72,961 shares; 2024Q3: 37,765 shares; 2024Q4: 35,257 shares; 2025Q1: 34,679 shares 34,679 $2.73M 0.11% -578 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,407 shares; 2023Q3: 19,726 shares; 2023Q4: 19,458 shares; 2024Q1: 18,793 shares; 2024Q2: 18,646 shares; 2024Q3: 18,499 shares; 2024Q4: 18,549 shares; 2025Q1: 18,129 shares 18,129 $2.65M 0.11% -420 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,213 shares; 2023Q3: 25,806 shares; 2023Q4: 23,210 shares; 2024Q1: 31,853 shares; 2024Q2: 32,282 shares; 2024Q3: 34,009 shares; 2024Q4: 32,906 shares; 2025Q1: 32,357 shares 32,357 $2.62M 0.11% -549 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,916 shares; 2023Q3: 10,764 shares; 2023Q4: 12,004 shares; 2024Q1: 13,006 shares; 2024Q2: 15,606 shares; 2024Q3: 15,351 shares; 2024Q4: 16,512 shares; 2025Q1: 16,982 shares 16,982 $2.6M 0.11% +470 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 649 shares; 2023Q3: 4,195 shares; 2023Q4: 5,235 shares; 2024Q1: 5,727 shares; 2024Q2: 11,776 shares; 2024Q3: 14,947 shares; 2024Q4: 19,195 shares; 2025Q1: 26,075 shares 26,075 $2.59M 0.11% +6,880 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 43,539 shares; 2023Q3: 40,649 shares; 2023Q4: 39,869 shares; 2024Q1: 45,136 shares; 2024Q2: 47,000 shares; 2024Q3: 52,359 shares; 2024Q4: 51,331 shares; 2025Q1: 48,288 shares 48,288 $2.58M 0.11% -3,043 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 58,847 shares; 2023Q3: 57,721 shares; 2023Q4: 54,933 shares; 2024Q1: 53,548 shares; 2024Q2: 52,123 shares; 2024Q3: 50,947 shares; 2024Q4: 48,957 shares; 2025Q1: 48,631 shares 48,631 $2.58M 0.11% -326 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,930 shares; 2023Q3: 14,978 shares; 2023Q4: 16,080 shares; 2024Q1: 17,460 shares; 2024Q2: 20,745 shares; 2024Q3: 20,443 shares; 2024Q4: 21,462 shares; 2025Q1: 22,592 shares 22,592 $2.53M 0.11% +1,130 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 302 shares; 2024Q2: 6,462 shares; 2024Q3: 15,857 shares; 2024Q4: 31,872 shares; 2025Q1: 58,252 shares 58,252 $2.52M 0.11% +26,380 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,905 shares; 2023Q3: 7,084 shares; 2023Q4: 7,141 shares; 2024Q1: 7,110 shares; 2024Q2: 8,155 shares; 2024Q3: 7,086 shares; 2024Q4: 6,965 shares; 2025Q1: 6,870 shares 6,870 $2.48M 0.1% -95 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 42,654 shares; 2023Q3: 42,583 shares; 2023Q4: 44,454 shares; 2024Q1: 44,980 shares; 2024Q2: 44,813 shares; 2024Q3: 43,397 shares; 2024Q4: 41,833 shares; 2025Q1: 43,558 shares 43,558 $2.48M 0.1% +1,725 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,889 shares; 2023Q3: 37,169 shares; 2023Q4: 36,397 shares; 2024Q1: 37,600 shares; 2024Q2: 37,582 shares; 2024Q3: 32,464 shares; 2024Q4: 26,278 shares; 2025Q1: 24,397 shares 24,397 $2.39M 0.1% -1,881 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; 2023Q2: 19,768 shares; 2023Q3: 17,732 shares; 2023Q4: 13,869 shares; 2024Q1: 15,627 shares; 2024Q2: 13,486 shares; 2024Q3: 13,775 shares; 2024Q4: 13,600 shares; 2025Q1: 12,241 shares 12,241 $2.37M 0.1% -1,359 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 30,123 shares; 2023Q3: 30,169 shares; 2023Q4: 30,566 shares; 2024Q1: 21,964 shares; 2024Q2: 19,487 shares; 2024Q3: 18,503 shares; 2024Q4: 18,028 shares; 2025Q1: 17,984 shares 17,984 $2.3M 0.1% -44 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,542 shares; 2023Q3: 13,194 shares; 2023Q4: 13,677 shares; 2024Q1: 13,511 shares; 2024Q2: 11,998 shares; 2024Q3: 11,821 shares; 2024Q4: 11,635 shares; 2025Q1: 11,172 shares 11,172 $2.23M 0.09% -463 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,980 shares; 2023Q3: 2,239 shares; 2023Q4: 1,962 shares; 2024Q1: 2,572 shares; 2024Q2: 15,239 shares; 2024Q3: 23,032 shares; 2024Q4: 27,364 shares; 2025Q1: 40,348 shares 40,348 $2.21M 0.09% +12,984 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 36,590 shares; 2023Q3: 35,230 shares; 2023Q4: 33,675 shares; 2024Q1: 32,305 shares; 2024Q2: 31,428 shares; 2024Q3: 30,153 shares; 2024Q4: 29,172 shares; 2025Q1: 28,749 shares 28,749 $2.18M 0.09% -423 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,050 shares; 2023Q3: 9,517 shares; 2023Q4: 8,725 shares; 2024Q1: 8,628 shares; 2024Q2: 8,395 shares; 2024Q3: 8,169 shares; 2024Q4: 7,640 shares; 2025Q1: 6,869 shares 6,869 $2.14M 0.09% -771 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 26,453 shares; 2023Q3: 24,887 shares; 2023Q4: 24,787 shares; 2024Q1: 24,386 shares; 2024Q2: 24,291 shares; 2024Q3: 23,265 shares; 2024Q4: 22,566 shares; 2025Q1: 18,983 shares 18,983 $2.11M 0.09% -3,583 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,644 shares; 2023Q3: 14,811 shares; 2023Q4: 14,931 shares; 2024Q1: 15,007 shares; 2024Q2: 15,034 shares; 2024Q3: 15,203 shares; 2024Q4: 15,825 shares; 2025Q1: 15,845 shares 15,845 $2.09M 0.09% +20 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; 2023Q2: 2,300 shares; 2023Q3: 2,123 shares; 2023Q4: 2,910 shares; 2024Q1: 2,968 shares; 2024Q2: 4,289 shares; 2024Q3: 4,263 shares; 2024Q4: 3,988 shares; 2025Q1: 4,052 shares 4,052 $2.08M 0.09% +64 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,093 shares; 2023Q3: 35,660 shares; 2023Q4: 34,618 shares; 2024Q1: 36,595 shares; 2024Q2: 35,736 shares; 2024Q3: 35,560 shares; 2024Q4: 33,390 shares; 2025Q1: 31,619 shares 31,619 $2.06M 0.09% -1,771 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 31,585 shares; 2023Q3: 30,547 shares; 2023Q4: 29,843 shares; 2024Q1: 27,351 shares; 2024Q2: 25,404 shares; 2024Q3: 23,064 shares; 2024Q4: 21,788 shares; 2025Q1: 19,922 shares 19,922 $2.06M 0.09% -1,866 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,153 shares; 2023Q3: 23,892 shares; 2023Q4: 23,337 shares; 2024Q1: 22,509 shares; 2024Q2: 43,591 shares; 2024Q3: 41,296 shares; 2024Q4: 40,389 shares; 2025Q1: 31,164 shares 31,164 $2.04M 0.09% -9,225 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,316 shares; 2023Q3: 5,282 shares; 2023Q4: 4,979 shares; 2024Q1: 4,750 shares; 2024Q2: 4,761 shares; 2024Q3: 4,680 shares; 2024Q4: 4,644 shares; 2025Q1: 4,575 shares 4,575 $2.04M 0.09% -69 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,997 shares; 2023Q3: 8,082 shares; 2023Q4: 7,912 shares; 2024Q1: 7,603 shares; 2024Q2: 7,810 shares; 2024Q3: 7,490 shares; 2024Q4: 7,770 shares; 2025Q1: 7,765 shares 7,765 $2.01M 0.08% -5 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 52 shares; 2024Q1: 37,452 shares; 2024Q2: 37,452 shares; 2024Q3: 38,790 shares; 2024Q4: 32,816 shares; 2025Q1: 33,833 shares 33,833 $2.01M 0.08% +1,017 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,708 shares; 2023Q3: 14,211 shares; 2023Q4: 13,257 shares; 2024Q1: 13,142 shares; 2024Q2: 13,319 shares; 2024Q3: 13,467 shares; 2024Q4: 14,086 shares; 2025Q1: 15,153 shares 15,153 $1.93M 0.08% +1,067 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 405 shares; 2023Q3: not reported; 2023Q4: 195 shares; 2024Q1: 195 shares; 2024Q2: 2,992 shares; 2024Q3: 13,773 shares; 2024Q4: 19,037 shares; 2025Q1: 26,021 shares 26,021 $1.88M 0.08% +6,984 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,357 shares; 2023Q3: 1,311 shares; 2023Q4: 30,329 shares; 2024Q1: 21,227 shares; 2024Q2: 22,245 shares; 2024Q3: 22,906 shares; 2024Q4: 18,417 shares; 2025Q1: 18,899 shares 18,899 $1.87M 0.08% +482 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; 2023Q2: 3,822 shares; 2023Q3: 3,942 shares; 2023Q4: 3,676 shares; 2024Q1: 5,359 shares; 2024Q2: 10,803 shares; 2024Q3: 10,731 shares; 2024Q4: 10,729 shares; 2025Q1: 10,729 shares 10,729 $1.85M 0.08% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,254 shares; 2023Q3: 20,129 shares; 2023Q4: 20,062 shares; 2024Q1: 20,292 shares; 2024Q2: 19,542 shares; 2024Q3: 19,794 shares; 2024Q4: 19,232 shares; 2025Q1: 19,206 shares 19,206 $1.79M 0.08% -26 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; 2023Q2: 7,772 shares; 2023Q3: 7,778 shares; 2023Q4: 6,733 shares; 2024Q1: 6,496 shares; 2024Q2: 6,496 shares; 2024Q3: 6,479 shares; 2024Q4: 6,468 shares; 2025Q1: 6,841 shares 6,841 $1.77M 0.07% +373 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,090 shares; 2023Q3: 17,165 shares; 2023Q4: 17,010 shares; 2024Q1: 16,691 shares; 2024Q2: 15,889 shares; 2024Q3: 15,802 shares; 2024Q4: 15,513 shares; 2025Q1: 15,058 shares 15,058 $1.77M 0.07% -455 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,430 shares; 2024Q3: 4,804 shares; 2024Q4: 20,458 shares; 2025Q1: 33,506 shares 33,506 $1.73M 0.07% +13,048 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; 2023Q2: 58,909 shares; 2023Q3: 52,049 shares; 2023Q4: 50,663 shares; 2024Q1: 49,054 shares; 2024Q2: 44,971 shares; 2024Q3: 47,815 shares; 2024Q4: 43,109 shares; 2025Q1: 41,364 shares 41,364 $1.73M 0.07% -1,745 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; 2023Q2: not reported; 2023Q3: 8,090 shares; 2023Q4: 23,806 shares; 2024Q1: 28,678 shares; 2024Q2: 45,085 shares; 2024Q3: 50,184 shares; 2024Q4: 55,509 shares; 2025Q1: 59,012 shares 59,012 $1.66M 0.07% +3,503 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; 2023Q2: 18,721 shares; 2023Q3: 18,618 shares; 2023Q4: 18,497 shares; 2024Q1: 18,533 shares; 2024Q2: 18,678 shares; 2024Q3: 18,615 shares; 2024Q4: 19,101 shares; 2025Q1: 10,158 shares 10,158 $1.61M 0.07% -8,943 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 30,310 shares; 2023Q3: 33,540 shares; 2023Q4: 35,124 shares; 2024Q1: 39,419 shares; 2024Q2: 42,440 shares; 2024Q3: 45,976 shares; 2024Q4: 53,702 shares; 2025Q1: 61,833 shares 61,833 $1.56M 0.07% +8,131 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 84,290 shares; 2023Q3: 82,974 shares; 2023Q4: 83,068 shares; 2024Q1: 82,104 shares; 2024Q2: 70,526 shares; 2024Q3: 52,159 shares; 2024Q4: 30,136 shares; 2025Q1: 21,004 shares 21,004 $1.54M 0.06% -9,132 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; 2023Q2: 14,643 shares; 2023Q3: 13,822 shares; 2023Q4: 11,633 shares; 2024Q1: 11,069 shares; 2024Q2: 9,235 shares; 2024Q3: 7,949 shares; 2024Q4: 7,259 shares; 2025Q1: 6,579 shares 6,579 $1.52M 0.06% -680 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 36,421 shares; 2023Q3: 37,576 shares; 2023Q4: 38,726 shares; 2024Q1: 39,071 shares; 2024Q2: 42,576 shares; 2024Q3: 42,131 shares; 2024Q4: 41,063 shares; 2025Q1: 41,715 shares 41,715 $1.52M 0.06% +652 QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,207 shares; 2024Q1: 9,207 shares; 2024Q2: 9,207 shares; 2024Q3: 9,207 shares; 2024Q4: 9,207 shares; 2025Q1: 9,207 shares 9,207 $1.44M 0.06% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,983 shares; 2023Q3: 16,794 shares; 2023Q4: 16,224 shares; 2024Q1: 15,614 shares; 2024Q2: 15,252 shares; 2024Q3: 14,695 shares; 2024Q4: 13,228 shares; 2025Q1: 12,943 shares 12,943 $1.44M 0.06% -285 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,040 shares; 2023Q3: 4,860 shares; 2023Q4: 8,780 shares; 2024Q1: 26,830 shares; 2024Q2: 32,532 shares; 2024Q3: 37,249 shares; 2024Q4: 48,305 shares; 2025Q1: 57,229 shares 57,229 $1.43M 0.06% +8,924 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,800 shares; 2023Q3: 17,278 shares; 2023Q4: 17,312 shares; 2024Q1: 16,096 shares; 2024Q2: 15,849 shares; 2024Q3: 15,894 shares; 2024Q4: 15,569 shares; 2025Q1: 15,511 shares 15,511 $1.43M 0.06% -58 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,058 shares; 2023Q3: 4,063 shares; 2023Q4: 4,063 shares; 2024Q1: 4,171 shares; 2024Q2: 4,120 shares; 2024Q3: 4,111 shares; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares 4,084 $1.43M 0.06% 0 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; 2023Q2: 20,411 shares; 2023Q3: 20,411 shares; 2023Q4: 20,411 shares; 2024Q1: 21,330 shares; 2024Q2: 21,422 shares; 2024Q3: 21,423 shares; 2024Q4: 64,069 shares; 2025Q1: 64,574 shares 64,574 $1.43M 0.06% +505 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,882 shares; 2023Q3: 17,792 shares; 2023Q4: 17,206 shares; 2024Q1: 17,016 shares; 2024Q2: 16,875 shares; 2024Q3: 15,991 shares; 2024Q4: 12,484 shares; 2025Q1: 7,696 shares 7,696 $1.41M 0.06% -4,788 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,022 shares; 2023Q3: 6,827 shares; 2023Q4: 7,319 shares; 2024Q1: 8,300 shares; 2024Q2: 9,211 shares; 2024Q3: 9,856 shares; 2024Q4: 11,646 shares; 2025Q1: 11,606 shares 11,606 $1.4M 0.06% -40 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,178 shares; 2023Q3: 13,264 shares; 2023Q4: 13,293 shares; 2024Q1: 13,373 shares; 2024Q2: 12,977 shares; 2024Q3: 12,789 shares; 2024Q4: 12,737 shares; 2025Q1: 12,804 shares 12,804 $1.39M 0.06% +67 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 37,397 shares; 2024Q1: 37,574 shares; 2024Q2: 55,078 shares; 2024Q3: 55,533 shares; 2024Q4: 56,003 shares; 2025Q1: 56,350 shares 56,350 $1.34M 0.06% +347 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23,837 shares; 2024Q4: 43,029 shares; 2025Q1: 51,760 shares 51,760 $1.31M 0.06% +8,731 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,797 shares; 2023Q3: 9,958 shares; 2023Q4: 9,998 shares; 2024Q1: 9,998 shares; 2024Q2: 10,120 shares; 2024Q3: 10,113 shares; 2024Q4: 10,050 shares; 2025Q1: 9,937 shares 9,937 $1.3M 0.05% -113 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,307 shares; 2023Q3: 15,014 shares; 2023Q4: 14,397 shares; 2024Q1: 14,416 shares; 2024Q2: 13,423 shares; 2024Q3: 12,958 shares; 2024Q4: 12,274 shares; 2025Q1: 11,593 shares 11,593 $1.29M 0.05% -681 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,976 shares; 2023Q3: 12,901 shares; 2023Q4: 12,370 shares; 2024Q1: 12,396 shares; 2024Q2: 9,817 shares; 2024Q3: 10,052 shares; 2024Q4: 9,584 shares; 2025Q1: 8,494 shares 8,494 $1.28M 0.05% -1,090 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; 2023Q2: 1,186 shares; 2023Q3: 2,991 shares; 2023Q4: 2,986 shares; 2024Q1: 3,040 shares; 2024Q2: 5,136 shares; 2024Q3: 5,136 shares; 2024Q4: 5,143 shares; 2025Q1: 5,082 shares 5,082 $1.26M 0.05% -61 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37 shares; 2024Q3: 87 shares; 2024Q4: 1,512 shares; 2025Q1: 9,580 shares 9,580 $1.25M 0.05% +8,068 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,711 shares; 2023Q3: 20,501 shares; 2023Q4: 20,651 shares; 2024Q1: 19,510 shares; 2024Q2: 17,286 shares; 2024Q3: 16,613 shares; 2024Q4: 15,527 shares; 2025Q1: 15,209 shares 15,209 $1.25M 0.05% -318 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,886 shares; 2023Q3: 13,929 shares; 2023Q4: 15,597 shares; 2024Q1: 17,615 shares; 2024Q2: 17,770 shares; 2024Q3: 18,951 shares; 2024Q4: 18,639 shares; 2025Q1: 16,660 shares 16,660 $1.24M 0.05% -1,979 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; 2023Q2: 449 shares; 2023Q3: 401 shares; 2023Q4: 401 shares; 2024Q1: 401 shares; 2024Q2: 446 shares; 2024Q3: 5,401 shares; 2024Q4: 7,512 shares; 2025Q1: 7,878 shares 7,878 $1.22M 0.05% +366 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 35,910 shares; 2023Q3: 33,472 shares; 2023Q4: 32,725 shares; 2024Q1: 28,730 shares; 2024Q2: 28,542 shares; 2024Q3: 27,847 shares; 2024Q4: 27,133 shares; 2025Q1: 26,274 shares 26,274 $1.2M 0.05% -859 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,220 shares; 2023Q3: 18,460 shares; 2023Q4: 18,610 shares; 2024Q1: 17,809 shares; 2024Q2: 17,809 shares; 2024Q3: 17,789 shares; 2024Q4: 17,542 shares; 2025Q1: 16,778 shares 16,778 $1.2M 0.05% -764 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 102 shares; 2023Q3: 2,157 shares; 2023Q4: 2,157 shares; 2024Q1: 2,157 shares; 2024Q2: 5,422 shares; 2024Q3: 5,422 shares; 2024Q4: 5,422 shares; 2025Q1: 5,426 shares 5,426 $1.19M 0.05% +4 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; 2023Q2: 11,021 shares; 2023Q3: 13,404 shares; 2023Q4: 12,203 shares; 2024Q1: 11,610 shares; 2024Q2: 12,374 shares; 2024Q3: 12,276 shares; 2024Q4: 12,241 shares; 2025Q1: 11,907 shares 11,907 $1.18M 0.05% -334 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,268 shares; 2023Q3: 18,648 shares; 2023Q4: 19,003 shares; 2024Q1: 20,392 shares; 2024Q2: 19,594 shares; 2024Q3: 19,435 shares; 2024Q4: 18,769 shares; 2025Q1: 18,365 shares 18,365 $1.16M 0.05% -404 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 35,390 shares; 2023Q3: 37,855 shares; 2023Q4: 38,745 shares; 2024Q1: 39,140 shares; 2024Q2: 41,162 shares; 2024Q3: 42,632 shares; 2024Q4: 44,485 shares; 2025Q1: 45,616 shares 45,616 $1.15M 0.05% +1,131 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 39,730 shares; 2023Q3: 38,372 shares; 2023Q4: 38,435 shares; 2024Q1: 35,996 shares; 2024Q2: 33,333 shares; 2024Q3: 29,251 shares; 2024Q4: 28,047 shares; 2025Q1: 25,962 shares 25,962 $1.15M 0.05% -2,085 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,554 shares; 2023Q3: 15,589 shares; 2023Q4: 9,758 shares; 2024Q1: 6,905 shares; 2024Q2: 7,153 shares; 2024Q3: 6,864 shares; 2024Q4: 7,068 shares; 2025Q1: 6,694 shares 6,694 $1.14M 0.05% -374 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,603 shares; 2023Q3: 9,270 shares; 2023Q4: 9,719 shares; 2024Q1: 10,246 shares; 2024Q2: 9,679 shares; 2024Q3: 9,206 shares; 2024Q4: 9,123 shares; 2025Q1: 8,990 shares 8,990 $1.14M 0.05% -133 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,757 shares; 2023Q3: 7,033 shares; 2023Q4: 5,536 shares; 2024Q1: 5,536 shares; 2024Q2: 5,536 shares; 2024Q3: 5,536 shares; 2024Q4: 38,654 shares; 2025Q1: 36,507 shares 36,507 $1.14M 0.05% -2,147 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,785 shares; 2023Q3: 38,220 shares; 2023Q4: 37,310 shares; 2024Q1: 35,795 shares; 2024Q2: 41,027 shares; 2024Q3: 48,122 shares; 2024Q4: 43,388 shares; 2025Q1: 43,869 shares 43,869 $1.12M 0.05% +481 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; 2023Q2: 57,792 shares; 2023Q3: 61,674 shares; 2023Q4: 51,423 shares; 2024Q1: 44,737 shares; 2024Q2: 37,792 shares; 2024Q3: 34,194 shares; 2024Q4: 47,793 shares; 2025Q1: 39,591 shares 39,591 $1.12M 0.05% -8,202 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,273 shares; 2023Q3: 10,306 shares; 2023Q4: 10,349 shares; 2024Q1: 10,358 shares; 2024Q2: 7,984 shares; 2024Q3: 8,222 shares; 2024Q4: 8,214 shares; 2025Q1: 8,184 shares 8,184 $1.1M 0.05% -30 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,508 shares; 2023Q3: 5,998 shares; 2023Q4: 6,108 shares; 2024Q1: 6,368 shares; 2024Q2: 6,168 shares; 2024Q3: 6,443 shares; 2024Q4: 7,556 shares; 2025Q1: 8,125 shares 8,125 $1.03M 0.04% +569 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; 2023Q2: 8,991 shares; 2023Q3: 9,077 shares; 2023Q4: 9,265 shares; 2024Q1: 8,180 shares; 2024Q2: 7,236 shares; 2024Q3: 6,237 shares; 2024Q4: 6,805 shares; 2025Q1: 7,898 shares 7,898 $1.01M 0.04% +1,093 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,355 shares; 2024Q1: 12,375 shares; 2024Q2: 12,355 shares; 2024Q3: 12,355 shares; 2024Q4: 12,355 shares; 2025Q1: 12,455 shares 12,455 $1M 0.04% +100 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,338 shares; 2023Q3: 6,338 shares; 2023Q4: 6,338 shares; 2024Q1: 6,760 shares; 2024Q2: 6,725 shares; 2024Q3: 6,834 shares; 2024Q4: 6,728 shares; 2025Q1: 6,700 shares 6,700 $987K 0.04% -28 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 53,893 shares; 2024Q3: 53,893 shares; 2024Q4: 53,893 shares; 2025Q1: 53,893 shares 53,893 $975K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,931 shares; 2023Q3: 5,040 shares; 2023Q4: 5,320 shares; 2024Q1: 4,145 shares; 2024Q2: 3,901 shares; 2024Q3: 3,548 shares; 2024Q4: 3,219 shares; 2025Q1: 3,055 shares 3,055 $958K 0.04% -164 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23 shares; 2023Q3: 33 shares; 2023Q4: 17 shares; 2024Q1: 24 shares; 2024Q2: 660 shares; 2024Q3: 660 shares; 2024Q4: 656 shares; 2025Q1: 656 shares 656 $940K 0.04% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 43,573 shares; 2023Q3: 39,930 shares; 2023Q4: 37,365 shares; 2024Q1: 35,415 shares; 2024Q2: 37,580 shares; 2024Q3: 39,324 shares; 2024Q4: 35,854 shares; 2025Q1: 34,594 shares 34,594 $925K 0.04% -1,260 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; 2023Q2: 4,860 shares; 2023Q3: 4,929 shares; 2023Q4: 5,567 shares; 2024Q1: 5,509 shares; 2024Q2: 5,373 shares; 2024Q3: 5,516 shares; 2024Q4: 5,399 shares; 2025Q1: 5,315 shares 5,315 $921K 0.04% -84 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,896 shares; 2023Q3: 2,606 shares; 2023Q4: 2,617 shares; 2024Q1: 2,620 shares; 2024Q2: 15,844 shares; 2024Q3: 15,047 shares; 2024Q4: 15,047 shares; 2025Q1: 15,047 shares 15,047 $913K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,222 shares; 2023Q3: 1,347 shares; 2023Q4: 1,426 shares; 2024Q1: 1,521 shares; 2024Q2: 1,537 shares; 2024Q3: 1,007 shares; 2024Q4: 995 shares; 2025Q1: 973 shares 973 $907K 0.04% -22 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,555 shares; 2024Q3: 22,798 shares; 2024Q4: 21,108 shares; 2025Q1: 18,592 shares 18,592 $901K 0.04% -2,516 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,217 shares; 2023Q3: 12,602 shares; 2023Q4: 12,602 shares; 2024Q1: 12,322 shares; 2024Q2: 11,101 shares; 2024Q3: 11,015 shares; 2024Q4: 10,807 shares; 2025Q1: 10,658 shares 10,658 $870K 0.04% -149 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,166 shares; 2023Q3: 4,137 shares; 2023Q4: 4,012 shares; 2024Q1: 4,833 shares; 2024Q2: 4,541 shares; 2024Q3: 4,688 shares; 2024Q4: 4,328 shares; 2025Q1: 4,340 shares 4,340 $869K 0.04% +12 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,817 shares; 2023Q3: 7,312 shares; 2023Q4: 6,921 shares; 2024Q1: 6,641 shares; 2024Q2: 6,914 shares; 2024Q3: 6,348 shares; 2024Q4: 6,781 shares; 2025Q1: 6,060 shares 6,060 $862K 0.04% -721 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 90,471 shares; 2023Q3: 79,046 shares; 2023Q4: 65,161 shares; 2024Q1: 55,215 shares; 2024Q2: 41,709 shares; 2024Q3: 38,136 shares; 2024Q4: 35,486 shares; 2025Q1: 33,612 shares 33,612 $852K 0.04% -1,874 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; 2023Q2: 4,568 shares; 2023Q3: 4,854 shares; 2023Q4: 4,444 shares; 2024Q1: 4,169 shares; 2024Q2: 5,105 shares; 2024Q3: 4,834 shares; 2024Q4: 4,901 shares; 2025Q1: 4,808 shares 4,808 $845K 0.04% -93 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,295 shares; 2023Q3: 3,901 shares; 2023Q4: 4,498 shares; 2024Q1: 7,391 shares; 2024Q2: 7,624 shares; 2024Q3: 5,847 shares; 2024Q4: 4,521 shares; 2025Q1: 5,721 shares 5,721 $836K 0.04% +1,200 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 49,859 shares; 2023Q3: 51,496 shares; 2023Q4: 19,024 shares; 2024Q1: 15,636 shares; 2024Q2: 14,616 shares; 2024Q3: 13,544 shares; 2024Q4: 11,952 shares; 2025Q1: 11,733 shares 11,733 $833K 0.04% -219 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,440 shares; 2023Q3: 1,440 shares; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 2,257 shares; 2024Q3: 9,359 shares; 2024Q4: 12,321 shares; 2025Q1: 18,837 shares 18,837 $828K 0.03% +6,516 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; 2023Q2: 5,601 shares; 2023Q3: 5,261 shares; 2023Q4: 4,876 shares; 2024Q1: 4,091 shares; 2024Q2: 9,097 shares; 2024Q3: 9,097 shares; 2024Q4: 9,097 shares; 2025Q1: 8,785 shares 8,785 $823K 0.03% -312 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,006 shares; 2023Q3: 4,038 shares; 2023Q4: 4,097 shares; 2024Q1: 4,124 shares; 2024Q2: 4,964 shares; 2024Q3: 6,089 shares; 2024Q4: 6,186 shares; 2025Q1: 6,236 shares 6,236 $809K 0.03% +50 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,213 shares; 2023Q3: 14,775 shares; 2023Q4: 14,044 shares; 2024Q1: 13,198 shares; 2024Q2: 13,239 shares; 2024Q3: 14,243 shares; 2024Q4: 12,963 shares; 2025Q1: 8,890 shares 8,890 $799K 0.03% -4,073 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; 2023Q2: 5,396 shares; 2023Q3: 6,047 shares; 2023Q4: 5,682 shares; 2024Q1: 6,151 shares; 2024Q2: 5,723 shares; 2024Q3: 7,754 shares; 2024Q4: 6,838 shares; 2025Q1: 6,542 shares 6,542 $798K 0.03% -296 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,407 shares; 2023Q3: 17,407 shares; 2023Q4: 16,957 shares; 2024Q1: 16,707 shares; 2024Q2: 16,707 shares; 2024Q3: 16,707 shares; 2024Q4: 16,707 shares; 2025Q1: 16,707 shares 16,707 $785K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,517 shares; 2023Q3: 10,832 shares; 2023Q4: 9,257 shares; 2024Q1: 7,776 shares; 2024Q2: 9,544 shares; 2024Q3: 9,074 shares; 2024Q4: 8,981 shares; 2025Q1: 10,209 shares 10,209 $772K 0.03% +1,228 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,618 shares; 2023Q3: 6,210 shares; 2023Q4: 6,136 shares; 2024Q1: 5,898 shares; 2024Q2: 5,947 shares; 2024Q3: 6,392 shares; 2024Q4: 6,209 shares; 2025Q1: 6,202 shares 6,202 $766K 0.03% -7 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; 2023Q2: 8,755 shares; 2023Q3: 15,688 shares; 2023Q4: 27,508 shares; 2024Q1: 26,508 shares; 2024Q2: 26,508 shares; 2024Q3: 25,508 shares; 2024Q4: 23,858 shares; 2025Q1: 22,047 shares 22,047 $764K 0.03% -1,811 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; 2023Q2: 6,317 shares; 2023Q3: 6,281 shares; 2023Q4: 6,409 shares; 2024Q1: 6,495 shares; 2024Q2: 6,738 shares; 2024Q3: 6,794 shares; 2024Q4: 7,424 shares; 2025Q1: 7,343 shares 7,343 $754K 0.03% -81 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 19,229 shares; 2024Q1: 14,922 shares; 2024Q2: 12,710 shares; 2024Q3: 11,520 shares; 2024Q4: 10,655 shares; 2025Q1: 7,594 shares 7,594 $740K 0.03% -3,061 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; 2023Q2: 9,016 shares; 2023Q3: 9,262 shares; 2023Q4: 14,819 shares; 2024Q1: 10,537 shares; 2024Q2: 10,112 shares; 2024Q3: 9,570 shares; 2024Q4: 9,534 shares; 2025Q1: 9,655 shares 9,655 $693K 0.03% +121 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; 2023Q2: 7,651 shares; 2023Q3: 6,507 shares; 2023Q4: 6,460 shares; 2024Q1: 5,809 shares; 2024Q2: 5,864 shares; 2024Q3: 5,824 shares; 2024Q4: 6,461 shares; 2025Q1: 6,279 shares 6,279 $688K 0.03% -182 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 112,889 shares; 2023Q3: 101,264 shares; 2023Q4: 95,425 shares; 2024Q1: 89,875 shares; 2024Q2: 87,017 shares; 2024Q3: 61,151 shares; 2024Q4: 51,696 shares; 2025Q1: 29,239 shares 29,239 $664K 0.03% -22,457 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 12 shares; 2024Q2: 12,750 shares; 2024Q3: 13,350 shares; 2024Q4: 13,350 shares; 2025Q1: 13,054 shares 13,054 $655K 0.03% -296 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,512 shares; 2023Q3: 11,107 shares; 2023Q4: 10,150 shares; 2024Q1: 9,711 shares; 2024Q2: 8,215 shares; 2024Q3: 7,238 shares; 2024Q4: 6,930 shares; 2025Q1: 6,992 shares 6,992 $633K 0.03% +62 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,935 shares; 2023Q3: 13,984 shares; 2023Q4: 10,766 shares; 2024Q1: 9,486 shares; 2024Q2: 9,435 shares; 2024Q3: 8,750 shares; 2024Q4: 8,508 shares; 2025Q1: 8,417 shares 8,417 $632K 0.03% -91 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,571 shares; 2023Q3: 12,439 shares; 2023Q4: 12,355 shares; 2024Q1: 11,775 shares; 2024Q2: 11,392 shares; 2024Q3: 10,749 shares; 2024Q4: 10,510 shares; 2025Q1: 5,736 shares 5,736 $631K 0.03% -4,774 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,724 shares; 2023Q3: 7,691 shares; 2023Q4: 7,590 shares; 2024Q1: 7,485 shares; 2024Q2: 8,105 shares; 2024Q3: 7,279 shares; 2024Q4: 7,351 shares; 2025Q1: 6,776 shares 6,776 $629K 0.03% -575 Timeline PXE 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; 2023Q2: 20,078 shares; 2023Q3: 20,179 shares; 2023Q4: 20,346 shares; 2024Q1: 20,441 shares; 2024Q2: 20,551 shares; 2024Q3: 20,694 shares; 2024Q4: 20,840 shares; 2025Q1: 20,979 shares 20,979 $614K 0.03% +139 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 104,403 shares; 2023Q3: 108,580 shares; 2023Q4: 108,942 shares; 2024Q1: 104,931 shares; 2024Q2: 85,345 shares; 2024Q3: 67,849 shares; 2024Q4: 35,480 shares; 2025Q1: 16,402 shares 16,402 $605K 0.03% -19,078 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,184 shares; 2023Q3: 6,249 shares; 2023Q4: 6,134 shares; 2024Q1: 6,019 shares; 2024Q2: 5,624 shares; 2024Q3: 5,392 shares; 2024Q4: 4,847 shares; 2025Q1: 4,772 shares 4,772 $601K 0.03% -75 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,452 shares; 2023Q3: 25,998 shares; 2023Q4: 15,862 shares; 2024Q1: 11,062 shares; 2024Q2: 10,862 shares; 2024Q3: 10,362 shares; 2024Q4: 10,262 shares; 2025Q1: 10,190 shares 10,190 $572K 0.02% -72 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; 2023Q2: 2,115 shares; 2023Q3: 2,225 shares; 2023Q4: 2,231 shares; 2024Q1: 2,258 shares; 2024Q2: 2,258 shares; 2024Q3: 2,206 shares; 2024Q4: 2,195 shares; 2025Q1: 2,199 shares 2,199 $565K 0.02% +4 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; 2023Q2: 24,295 shares; 2023Q3: 24,111 shares; 2023Q4: 25,309 shares; 2024Q1: 21,443 shares; 2024Q2: 21,656 shares; 2024Q3: 20,472 shares; 2024Q4: 20,250 shares; 2025Q1: 9,406 shares 9,406 $565K 0.02% -10,844 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,027 shares; 2023Q3: 24,327 shares; 2023Q4: 23,548 shares; 2024Q1: 20,403 shares; 2024Q2: 20,343 shares; 2024Q3: 20,574 shares; 2024Q4: 20,413 shares; 2025Q1: 18,649 shares 18,649 $549K 0.02% -1,764 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,994 shares; 2023Q3: 19,499 shares; 2023Q4: 20,266 shares; 2024Q1: 20,112 shares; 2024Q2: 20,150 shares; 2024Q3: 20,231 shares; 2024Q4: 26,297 shares; 2025Q1: 26,296 shares 26,296 $539K 0.02% -1 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,275 shares 10,275 $538K 0.02% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,442 shares; 2023Q3: 17,457 shares; 2023Q4: 16,991 shares; 2024Q1: 16,566 shares; 2024Q2: 18,551 shares; 2024Q3: 18,211 shares; 2024Q4: 14,711 shares; 2025Q1: 14,207 shares 14,207 $531K 0.02% -504 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,020 shares; 2023Q3: 6,021 shares; 2023Q4: 6,023 shares; 2024Q1: 6,024 shares; 2024Q2: 4,720 shares; 2024Q3: 5,021 shares; 2024Q4: 5,022 shares; 2025Q1: 4,724 shares 4,724 $530K 0.02% -298 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,345 shares; 2023Q3: 5,986 shares; 2023Q4: 5,921 shares; 2024Q1: 5,800 shares; 2024Q2: 5,780 shares; 2024Q3: 5,715 shares; 2024Q4: 4,900 shares; 2025Q1: 4,850 shares 4,850 $530K 0.02% -50 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,885 shares; 2023Q3: 23,042 shares; 2023Q4: 20,826 shares; 2024Q1: 16,773 shares; 2024Q2: 13,483 shares; 2024Q3: 9,733 shares; 2024Q4: 8,656 shares; 2025Q1: 5,050 shares 5,050 $529K 0.02% -3,606 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,180 shares; 2023Q3: 3,255 shares; 2023Q4: 3,110 shares; 2024Q1: 3,354 shares; 2024Q2: 2,925 shares; 2024Q3: 2,844 shares; 2024Q4: 2,822 shares; 2025Q1: 2,742 shares 2,742 $523K 0.02% -80 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,151 shares; 2023Q3: 2,213 shares; 2023Q4: 2,299 shares; 2024Q1: 2,230 shares; 2024Q2: 2,438 shares; 2024Q3: 2,438 shares; 2024Q4: 2,413 shares; 2025Q1: 2,351 shares 2,351 $522K 0.02% -62 Timeline PID 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 35,382 shares; 2024Q1: 35,382 shares; 2024Q2: 27,382 shares; 2024Q3: 27,382 shares; 2024Q4: 27,382 shares; 2025Q1: 27,382 shares 27,382 $522K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,063 shares; 2023Q3: 4,663 shares; 2023Q4: 3,888 shares; 2024Q1: 3,888 shares; 2024Q2: 4,188 shares; 2024Q3: 4,188 shares; 2024Q4: 4,188 shares; 2025Q1: 4,276 shares 4,276 $522K 0.02% +88 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,335 shares; 2024Q1: 3,846 shares; 2024Q2: 5,841 shares; 2024Q3: 10,483 shares; 2024Q4: 12,187 shares; 2025Q1: 21,900 shares 21,900 $521K 0.02% +9,713 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,186 shares; 2023Q3: 1,186 shares; 2023Q4: 1,186 shares; 2024Q1: 1,216 shares; 2024Q2: 1,110 shares; 2024Q3: 1,690 shares; 2024Q4: 1,280 shares; 2025Q1: 1,462 shares 1,462 $515K 0.02% +182 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,546 shares; 2023Q3: 1,290 shares; 2023Q4: 1,268 shares; 2024Q1: 998 shares; 2024Q2: 998 shares; 2024Q3: 1,003 shares; 2024Q4: 1,009 shares; 2025Q1: 976 shares 976 $500K 0.02% -33 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,995 shares; 2023Q3: 2,995 shares; 2023Q4: 2,995 shares; 2024Q1: 3,147 shares; 2024Q2: 3,042 shares; 2024Q3: 3,046 shares; 2024Q4: 2,992 shares; 2025Q1: 2,918 shares 2,918 $499K 0.02% -74 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,178 shares; 2023Q3: 18,716 shares; 2023Q4: 18,108 shares; 2024Q1: 17,096 shares; 2024Q2: 16,161 shares; 2024Q3: 15,787 shares; 2024Q4: 15,337 shares; 2025Q1: 14,208 shares 14,208 $496K 0.02% -1,129 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 374 shares; 2023Q3: 4,033 shares; 2023Q4: 4,033 shares; 2024Q1: 4,033 shares; 2024Q2: 4,263 shares; 2024Q3: 4,063 shares; 2024Q4: 4,735 shares; 2025Q1: 4,745 shares 4,745 $477K 0.02% +10 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,616 shares; 2023Q3: 9,616 shares; 2023Q4: 9,616 shares; 2024Q1: 9,626 shares; 2024Q2: 9,626 shares; 2024Q3: 9,556 shares; 2024Q4: 9,556 shares; 2025Q1: 9,556 shares 9,556 $477K 0.02% 0 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; 2023Q2: 8 shares; 2023Q3: 2,396 shares; 2023Q4: 1,888 shares; 2024Q1: 1,888 shares; 2024Q2: 1,883 shares; 2024Q3: 1,866 shares; 2024Q4: 1,895 shares; 2025Q1: 1,866 shares 1,866 $475K 0.02% -29 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,069 shares; 2023Q3: 4,089 shares; 2023Q4: 2,901 shares; 2024Q1: 2,765 shares; 2024Q2: 3,340 shares; 2024Q3: 3,340 shares; 2024Q4: 3,180 shares; 2025Q1: 2,351 shares 2,351 $473K 0.02% -829 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 292 shares; 2024Q1: 295 shares; 2024Q2: 297 shares; 2024Q3: 298 shares; 2024Q4: 305 shares; 2025Q1: 9,518 shares 9,518 $472K 0.02% +9,213 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,651 shares; 2023Q3: 4,875 shares; 2023Q4: 4,565 shares; 2024Q1: 4,927 shares; 2024Q2: 5,822 shares; 2024Q3: 6,186 shares; 2024Q4: 6,186 shares; 2025Q1: 4,697 shares 4,697 $448K 0.02% -1,489 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; 2023Q2: 1,711 shares; 2023Q3: 1,734 shares; 2023Q4: 1,786 shares; 2024Q1: 1,770 shares; 2024Q2: 1,688 shares; 2024Q3: 1,666 shares; 2024Q4: 1,659 shares; 2025Q1: 1,631 shares 1,631 $444K 0.02% -28 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,886 shares; 2023Q3: 5,886 shares; 2023Q4: 5,886 shares; 2024Q1: 8,174 shares; 2024Q2: 8,161 shares; 2024Q3: 7,634 shares; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares 7,634 $439K 0.02% 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; 2023Q2: 2,757 shares; 2023Q3: 2,697 shares; 2023Q4: 2,692 shares; 2024Q1: 2,687 shares; 2024Q2: 2,698 shares; 2024Q3: 2,728 shares; 2024Q4: 2,722 shares; 2025Q1: 1,899 shares 1,899 $435K 0.02% -823 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,625 shares; 2023Q3: 4,625 shares; 2023Q4: 4,625 shares; 2024Q1: 4,625 shares; 2024Q2: 4,625 shares; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,510 shares 4,510 $434K 0.02% +10 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 679 shares; 2023Q3: 679 shares; 2023Q4: 5,141 shares; 2024Q1: 6,725 shares; 2024Q2: 9,891 shares; 2024Q3: 9,054 shares; 2024Q4: 9,946 shares; 2025Q1: 10,914 shares 10,914 $430K 0.02% +968 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,144 shares; 2023Q3: 21,692 shares; 2023Q4: 18,888 shares; 2024Q1: 17,325 shares; 2024Q2: 14,824 shares; 2024Q3: 10,944 shares; 2024Q4: 8,449 shares; 2025Q1: 7,044 shares 7,044 $429K 0.02% -1,405 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 9 shares; 2023Q4: 34 shares; 2024Q1: 29 shares; 2024Q2: 1,213 shares; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,233 shares 1,233 $426K 0.02% +20 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,660 shares; 2023Q3: 2,886 shares; 2023Q4: 3,164 shares; 2024Q1: 3,102 shares; 2024Q2: 2,969 shares; 2024Q3: 2,923 shares; 2024Q4: 2,810 shares; 2025Q1: 2,790 shares 2,790 $414K 0.02% -20 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,444 shares; 2023Q3: 2,523 shares; 2023Q4: 2,519 shares; 2024Q1: 2,646 shares; 2024Q2: 2,698 shares; 2024Q3: 2,772 shares; 2024Q4: 2,930 shares; 2025Q1: 2,884 shares 2,884 $413K 0.02% -46 Timeline PHO 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; 2023Q2: 6,473 shares; 2023Q3: 6,473 shares; 2023Q4: 6,473 shares; 2024Q1: 6,473 shares; 2024Q2: 6,473 shares; 2024Q3: 6,473 shares; 2024Q4: 6,373 shares; 2025Q1: 6,323 shares 6,323 $408K 0.02% -50 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,138 shares; 2023Q3: 1,117 shares; 2023Q4: 1,117 shares; 2024Q1: 5,755 shares; 2024Q2: 5,730 shares; 2024Q3: 5,560 shares; 2024Q4: 5,485 shares; 2025Q1: 6,685 shares 6,685 $407K 0.02% +1,200 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,877 shares; 2023Q3: 12,777 shares; 2023Q4: 12,777 shares; 2024Q1: 12,777 shares; 2024Q2: 13,377 shares; 2024Q3: 11,866 shares; 2024Q4: 11,866 shares; 2025Q1: 11,866 shares 11,866 $405K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,554 shares; 2023Q3: 4,399 shares; 2023Q4: 4,292 shares; 2024Q1: 5,308 shares; 2024Q2: 5,909 shares; 2024Q3: 5,843 shares; 2024Q4: 5,893 shares; 2025Q1: 5,710 shares 5,710 $404K 0.02% -183 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,709 shares; 2023Q3: 8,549 shares; 2023Q4: 8,559 shares; 2024Q1: 8,174 shares; 2024Q2: 7,696 shares; 2024Q3: 7,631 shares; 2024Q4: 6,204 shares; 2025Q1: 5,712 shares 5,712 $402K 0.02% -492 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; 2023Q2: 1,528 shares; 2023Q3: 1,481 shares; 2023Q4: 1,434 shares; 2024Q1: 1,433 shares; 2024Q2: 1,449 shares; 2024Q3: 1,444 shares; 2024Q4: 1,533 shares; 2025Q1: 1,515 shares 1,515 $401K 0.02% -18 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,344 shares; 2023Q3: 9,339 shares; 2023Q4: 5,738 shares; 2024Q1: 4,697 shares; 2024Q2: 3,779 shares; 2024Q3: 3,096 shares; 2024Q4: 2,508 shares; 2025Q1: 1,635 shares 1,635 $399K 0.02% -873 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; 2023Q2: 1,394 shares; 2023Q3: 1,400 shares; 2023Q4: 1,456 shares; 2024Q1: 1,008 shares; 2024Q2: 1,267 shares; 2024Q3: 1,014 shares; 2024Q4: 1,113 shares; 2025Q1: 1,362 shares 1,362 $392K 0.02% +249 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,266 shares; 2023Q3: 1,268 shares; 2023Q4: 1,227 shares; 2024Q1: 1,612 shares; 2024Q2: 1,534 shares; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares 1,535 $392K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,934 shares; 2023Q3: 3,909 shares; 2023Q4: 3,239 shares; 2024Q1: 3,075 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares; 2024Q4: 2,905 shares; 2025Q1: 2,867 shares 2,867 $385K 0.02% -38 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 985 shares; 2023Q3: 1,235 shares; 2023Q4: 1,235 shares; 2024Q1: 1,235 shares; 2024Q2: 1,235 shares; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 2,123 shares 2,123 $379K 0.02% +190 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,158 shares; 2023Q3: 1,183 shares; 2023Q4: 1,158 shares; 2024Q1: 1,477 shares; 2024Q2: 1,696 shares; 2024Q3: 1,279 shares; 2024Q4: 1,270 shares; 2025Q1: 1,340 shares 1,340 $379K 0.02% +70 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; 2023Q2: 8,891 shares; 2023Q3: 8,883 shares; 2023Q4: 8,955 shares; 2024Q1: 9,076 shares; 2024Q2: 9,009 shares; 2024Q3: 9,747 shares; 2024Q4: 18,252 shares; 2025Q1: 18,689 shares 18,689 $370K 0.02% +437 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,550 shares; 2023Q3: 6,550 shares; 2023Q4: 6,550 shares; 2024Q1: 6,550 shares; 2024Q2: 6,550 shares; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares; 2025Q1: 6,550 shares 6,550 $365K 0.02% 0 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; 2023Q2: 3,816 shares; 2023Q3: 4,677 shares; 2023Q4: 4,931 shares; 2024Q1: 5,226 shares; 2024Q2: 5,795 shares; 2024Q3: 6,090 shares; 2024Q4: 5,861 shares; 2025Q1: 6,993 shares 6,993 $358K 0.02% +1,132 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,424 shares; 2023Q3: 2,424 shares; 2023Q4: 2,424 shares; 2024Q1: 2,424 shares; 2024Q2: 2,424 shares; 2024Q3: 2,424 shares; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares 2,024 $348K 0.01% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 890 shares; 2024Q3: 1,037 shares; 2024Q4: 1,143 shares; 2025Q1: 1,132 shares 1,132 $346K 0.01% -11 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; 2023Q2: 3,519 shares; 2023Q3: 3,425 shares; 2023Q4: 3,431 shares; 2024Q1: 3,436 shares; 2024Q2: 3,436 shares; 2024Q3: 4,255 shares; 2024Q4: 12,793 shares; 2025Q1: 12,814 shares 12,814 $336K 0.01% +21 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,648 shares; 2023Q3: 11,764 shares; 2023Q4: 11,764 shares; 2024Q1: 11,648 shares; 2024Q2: 12,107 shares; 2024Q3: 11,391 shares; 2024Q4: 11,898 shares; 2025Q1: 11,606 shares 11,606 $331K 0.01% -292 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 997 shares; 2023Q3: 1,216 shares; 2023Q4: 1,217 shares; 2024Q1: 1,218 shares; 2024Q2: 1,218 shares; 2024Q3: 1,219 shares; 2024Q4: 1,220 shares; 2025Q1: 1,221 shares 1,221 $323K 0.01% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,479 shares; 2023Q3: 2,275 shares; 2023Q4: 2,153 shares; 2024Q1: 2,159 shares; 2024Q2: 2,059 shares; 2024Q3: 2,043 shares; 2024Q4: 2,043 shares; 2025Q1: 2,043 shares 2,043 $321K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 835 shares; 2023Q3: 5,975 shares; 2023Q4: 5,975 shares; 2024Q1: 6,114 shares; 2024Q2: 6,114 shares; 2024Q3: 5,916 shares; 2024Q4: 5,891 shares; 2025Q1: 5,891 shares 5,891 $320K 0.01% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,919 shares; 2023Q3: 9,661 shares; 2023Q4: 9,482 shares; 2024Q1: 7,625 shares; 2024Q2: 8,207 shares; 2024Q3: 7,007 shares; 2024Q4: 6,699 shares; 2025Q1: 2,945 shares 2,945 $312K 0.01% -3,754 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,542 shares; 2023Q3: 2,364 shares; 2023Q4: 2,321 shares; 2024Q1: 2,615 shares; 2024Q2: 2,671 shares; 2024Q3: 2,585 shares; 2024Q4: 2,681 shares; 2025Q1: 2,598 shares 2,598 $303K 0.01% -83 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; 2023Q2: 6,420 shares; 2023Q3: 6,420 shares; 2023Q4: 5,865 shares; 2024Q1: 5,990 shares; 2024Q2: 6,091 shares; 2024Q3: 6,250 shares; 2024Q4: 12,400 shares; 2025Q1: 12,549 shares 12,549 $294K 0.01% +149 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,908 shares; 2023Q3: 2,908 shares; 2023Q4: 2,908 shares; 2024Q1: 2,915 shares; 2024Q2: 2,882 shares; 2024Q3: 2,867 shares; 2024Q4: 2,877 shares; 2025Q1: 1,147 shares 1,147 $291K 0.01% -1,730 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,216 shares; 2023Q3: 7,462 shares; 2023Q4: 6,870 shares; 2024Q1: 5,717 shares; 2024Q2: 3,004 shares; 2024Q3: 1,959 shares; 2024Q4: 2,060 shares; 2025Q1: 1,966 shares 1,966 $289K 0.01% -94 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; 2023Q2: 2,077 shares; 2023Q3: 1,868 shares; 2023Q4: 1,934 shares; 2024Q1: 1,806 shares; 2024Q2: 1,789 shares; 2024Q3: 1,819 shares; 2024Q4: 1,818 shares; 2025Q1: 1,603 shares 1,603 $288K 0.01% -215 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,802 shares; 2023Q3: 3,573 shares; 2023Q4: 5,190 shares; 2024Q1: 5,885 shares; 2024Q2: 5,468 shares; 2024Q3: 7,427 shares; 2024Q4: 5,813 shares; 2025Q1: 4,679 shares 4,679 $288K 0.01% -1,134 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; 2023Q2: 2,386 shares; 2023Q3: 2,386 shares; 2023Q4: 2,391 shares; 2024Q1: 2,221 shares; 2024Q2: 858 shares; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 682 shares 682 $286K 0.01% -154 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; 2023Q2: 50 shares; 2023Q3: 476 shares; 2023Q4: 476 shares; 2024Q1: 476 shares; 2024Q2: 859 shares; 2024Q3: 859 shares; 2024Q4: 834 shares; 2025Q1: 834 shares 834 $284K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,117 shares; 2023Q3: 2,098 shares; 2023Q4: 2,105 shares; 2024Q1: 2,123 shares; 2024Q2: 2,338 shares; 2024Q3: 2,345 shares; 2024Q4: 2,340 shares; 2025Q1: 2,349 shares 2,349 $283K 0.01% +9 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; 2023Q2: 2,630 shares; 2023Q3: 2,632 shares; 2023Q4: 2,688 shares; 2024Q1: 2,690 shares; 2024Q2: 6,156 shares; 2024Q3: 4,360 shares; 2024Q4: 13,099 shares; 2025Q1: 13,059 shares 13,059 $281K 0.01% -40 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; 2023Q2: 1,445 shares; 2023Q3: 1,420 shares; 2023Q4: 1,375 shares; 2024Q1: 1,375 shares; 2024Q2: 1,375 shares; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,381 shares 1,381 $279K 0.01% +11 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,015 shares; 2023Q3: 7,963 shares; 2023Q4: 7,169 shares; 2024Q1: 6,429 shares; 2024Q2: 6,281 shares; 2024Q3: 5,761 shares; 2024Q4: 4,946 shares; 2025Q1: 2,938 shares 2,938 $272K 0.01% -2,008 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,412 shares; 2023Q3: 3,421 shares; 2023Q4: 3,870 shares; 2024Q1: 3,609 shares; 2024Q2: 3,618 shares; 2024Q3: 4,040 shares; 2024Q4: 3,634 shares; 2025Q1: 2,727 shares 2,727 $267K 0.01% -907 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 461 shares; 2023Q3: 450 shares; 2023Q4: 494 shares; 2024Q1: 524 shares; 2024Q2: 579 shares; 2024Q3: 645 shares; 2024Q4: 583 shares; 2025Q1: 568 shares 568 $264K 0.01% -15 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,702 shares; 2023Q3: 1,710 shares; 2023Q4: 1,718 shares; 2024Q1: 1,776 shares; 2024Q2: 1,804 shares; 2024Q3: 1,791 shares; 2024Q4: 1,800 shares; 2025Q1: 1,811 shares 1,811 $264K 0.01% +11 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,892 shares; 2023Q3: 7,926 shares; 2023Q4: 7,832 shares; 2024Q1: 7,222 shares; 2024Q2: 7,127 shares; 2024Q3: 5,987 shares; 2024Q4: 5,987 shares; 2025Q1: 5,987 shares 5,987 $262K 0.01% 0 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,500 shares; 2023Q3: 20,500 shares; 2023Q4: 20,500 shares; 2024Q1: 20,500 shares; 2024Q2: 20,500 shares; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares 20,500 $251K 0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,508 shares; 2024Q1: 5,493 shares; 2024Q2: 5,493 shares; 2024Q3: 5,493 shares; 2024Q4: 5,419 shares; 2025Q1: 5,419 shares 5,419 $248K 0.01% 0 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; 2023Q2: 573 shares; 2023Q3: 553 shares; 2023Q4: 528 shares; 2024Q1: 523 shares; 2024Q2: 523 shares; 2024Q3: 533 shares; 2024Q4: 521 shares; 2025Q1: 515 shares 515 $246K 0.01% -6 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 606 shares; 2023Q3: 606 shares; 2023Q4: 586 shares; 2024Q1: 445 shares; 2024Q2: 443 shares; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 416 shares 416 $245K 0.01% -27 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; 2023Q2: 2,176 shares; 2023Q3: 2,207 shares; 2023Q4: 2,214 shares; 2024Q1: 2,228 shares; 2024Q2: 2,900 shares; 2024Q3: 2,845 shares; 2024Q4: 2,960 shares; 2025Q1: 2,955 shares 2,955 $243K 0.01% -5 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,503 shares; 2023Q3: 1,429 shares; 2023Q4: 1,311 shares; 2024Q1: 1,269 shares; 2024Q2: 1,219 shares; 2024Q3: 1,144 shares; 2024Q4: 1,132 shares; 2025Q1: 1,090 shares 1,090 $241K 0.01% -42 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,519 shares; 2023Q3: 3,616 shares; 2023Q4: 3,625 shares; 2024Q1: 3,939 shares; 2024Q2: 3,904 shares; 2024Q3: 3,689 shares; 2024Q4: 3,689 shares; 2025Q1: 3,592 shares 3,592 $236K 0.01% -97 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 273 shares; 2023Q3: 1,564 shares; 2023Q4: 1,564 shares; 2024Q1: 1,538 shares; 2024Q2: 1,538 shares; 2024Q3: 1,538 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares 1,382 $236K 0.01% 0 RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,073 shares; 2023Q3: 4,948 shares; 2023Q4: 4,948 shares; 2024Q1: 5,138 shares; 2024Q2: 4,540 shares; 2024Q3: 4,473 shares; 2024Q4: 4,273 shares; 2025Q1: 3,866 shares 3,866 $232K 0.01% -407 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 550 shares; 2023Q3: 596 shares; 2023Q4: 551 shares; 2024Q1: 551 shares; 2024Q2: 619 shares; 2024Q3: 586 shares; 2024Q4: 1,565 shares; 2025Q1: 1,504 shares 1,504 $232K 0.01% -61 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,296 shares; 2023Q3: 4,296 shares; 2023Q4: 4,296 shares; 2024Q1: 4,392 shares; 2024Q2: 4,392 shares; 2024Q3: 4,392 shares; 2024Q4: 9,492 shares; 2025Q1: 4,392 shares 4,392 $231K 0.01% -5,100 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 332 shares; 2023Q3: 332 shares; 2023Q4: 340 shares; 2024Q1: 349 shares; 2024Q2: 359 shares; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares 341 $229K 0.01% 0 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; 2023Q2: 7,702 shares; 2023Q3: 5,426 shares; 2023Q4: 5,799 shares; 2024Q1: 3,316 shares; 2024Q2: 3,211 shares; 2024Q3: 3,954 shares; 2024Q4: 3,644 shares; 2025Q1: 3,832 shares 3,832 $226K 0.01% +188 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,061 shares; 2023Q3: 2,605 shares; 2023Q4: 2,550 shares; 2024Q1: 2,550 shares; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,305 shares 2,305 $225K 0.01% +5 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,673 shares; 2023Q3: 1,726 shares; 2023Q4: 1,673 shares; 2024Q1: 2,307 shares; 2024Q2: 1,994 shares; 2024Q3: 1,994 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares 1,841 $220K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,420 shares; 2023Q3: 2,650 shares; 2023Q4: 2,650 shares; 2024Q1: 2,942 shares; 2024Q2: 2,996 shares; 2024Q3: 3,206 shares; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares 3,146 $218K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,250 shares; 2023Q3: 2,250 shares; 2023Q4: 2,250 shares; 2024Q1: 2,250 shares; 2024Q2: 2,250 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares 2,100 $215K 0.01% 0 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 27,374 shares; 2023Q3: 25,347 shares; 2023Q4: 25,653 shares; 2024Q1: 18,032 shares; 2024Q2: 20,309 shares; 2024Q3: 14,877 shares; 2024Q4: 14,879 shares; 2025Q1: 12,277 shares 12,277 $214K 0.01% -2,602 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,608 shares; 2023Q3: 3,608 shares; 2023Q4: 3,472 shares; 2024Q1: 3,472 shares; 2024Q2: 3,472 shares; 2024Q3: 3,472 shares; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares 3,320 $213K 0.01% 0 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,600 shares; 2023Q3: 12,600 shares; 2023Q4: 12,600 shares; 2024Q1: 12,600 shares; 2024Q2: 12,600 shares; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares 12,600 $211K 0.01% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $209K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 200 shares; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 389 shares; 2024Q2: 893 shares; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 893 shares 893 $209K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 466 shares; 2023Q3: 511 shares; 2023Q4: 477 shares; 2024Q1: 527 shares; 2024Q2: 487 shares; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares 336 $206K 0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,964 shares; 2025Q1: 3,424 shares 3,424 $204K 0.01% -540 Timeline JEPQ 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 3,893 shares; 2025Q1: 3,916 shares 3,916 $203K 0.01% +23 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 116 shares; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 101 shares; 2024Q4: 99 shares; 2025Q1: 103 shares 103 $201K 0.01% +4 Timeline NANR 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; 2023Q2: 3,408 shares; 2023Q3: 3,408 shares; 2023Q4: 3,408 shares; 2024Q1: 4,083 shares; 2024Q2: 4,081 shares; 2024Q3: 3,720 shares; 2024Q4: 3,720 shares; 2025Q1: 3,581 shares 3,581 $199K 0.01% -139 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 624 shares; 2023Q3: 624 shares; 2023Q4: 624 shares; 2024Q1: 624 shares; 2024Q2: 624 shares; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares 624 $198K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,907 shares; 2023Q3: 2,781 shares; 2023Q4: 2,781 shares; 2024Q1: 2,781 shares; 2024Q2: 2,781 shares; 2024Q3: 2,655 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares 2,550 $198K 0.01% 0 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; 2023Q2: 1,117 shares; 2023Q3: 1,317 shares; 2023Q4: 1,327 shares; 2024Q1: 1,374 shares; 2024Q2: 1,391 shares; 2024Q3: 1,362 shares; 2024Q4: 1,398 shares; 2025Q1: 1,362 shares 1,362 $198K 0.01% -36 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; 2023Q2: 6,651 shares; 2023Q3: 6,225 shares; 2023Q4: 6,125 shares; 2024Q1: 3,735 shares; 2024Q2: 3,461 shares; 2024Q3: 3,051 shares; 2024Q4: 3,100 shares; 2025Q1: 3,063 shares 3,063 $194K 0.01% -37 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; 2023Q2: 6,565 shares; 2023Q3: 3,729 shares; 2023Q4: 3,508 shares; 2024Q1: 2,879 shares; 2024Q2: 2,545 shares; 2024Q3: 2,155 shares; 2024Q4: 1,875 shares; 2025Q1: 1,730 shares 1,730 $194K 0.01% -145 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; 2023Q2: 12,327 shares; 2023Q3: 5,498 shares; 2023Q4: 5,500 shares; 2024Q1: 5,501 shares; 2024Q2: 5,518 shares; 2024Q3: 5,533 shares; 2024Q4: 5,549 shares; 2025Q1: 5,854 shares 5,854 $193K 0.01% +305 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,215 shares; 2023Q3: 3,286 shares; 2023Q4: 3,231 shares; 2024Q1: 3,241 shares; 2024Q2: 3,259 shares; 2024Q3: 3,091 shares; 2024Q4: 3,091 shares; 2025Q1: 3,107 shares 3,107 $193K 0.01% +16 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 145 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 150 shares; 2024Q2: 145 shares; 2024Q3: 439 shares; 2024Q4: 443 shares; 2025Q1: 443 shares 443 $190K 0.01% 0 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,400 shares; 2023Q3: 1,400 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,245 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares 700 $186K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,007 shares; 2023Q3: 1,054 shares; 2023Q4: 947 shares; 2024Q1: 1,338 shares; 2024Q2: 1,067 shares; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,085 shares 1,085 $185K 0.01% +18 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,511 shares; 2023Q3: 9,511 shares; 2023Q4: 9,526 shares; 2024Q1: 7,532 shares; 2024Q2: 1,037 shares; 2024Q3: 792 shares; 2024Q4: 3,869 shares; 2025Q1: 3,001 shares 3,001 $185K 0.01% -868 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,030 shares; 2023Q3: 1,030 shares; 2023Q4: 1,030 shares; 2024Q1: 950 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares 950 $182K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 490 shares; 2024Q2: 685 shares; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 3,877 shares 3,877 $181K 0.01% +3,062 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,627 shares; 2023Q3: 2,451 shares; 2023Q4: 2,344 shares; 2024Q1: 2,375 shares; 2024Q2: 2,636 shares; 2024Q3: 2,537 shares; 2024Q4: 2,022 shares; 2025Q1: 1,732 shares 1,732 $181K 0.01% -290 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 838 shares; 2023Q3: 838 shares; 2023Q4: 838 shares; 2024Q1: 838 shares; 2024Q2: 830 shares; 2024Q3: 830 shares; 2024Q4: 832 shares; 2025Q1: 1,565 shares 1,565 $180K 0.01% +733 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 334 shares; 2023Q3: 323 shares; 2023Q4: 323 shares; 2024Q1: 968 shares; 2024Q2: 948 shares; 2024Q3: 948 shares; 2024Q4: 948 shares; 2025Q1: 949 shares 949 $179K 0.01% +1 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,249 shares; 2023Q3: 2,261 shares; 2023Q4: 2,157 shares; 2024Q1: 2,166 shares; 2024Q2: 2,180 shares; 2024Q3: 2,192 shares; 2024Q4: 2,209 shares; 2025Q1: 2,219 shares 2,219 $174K 0.01% +10 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,534 shares; 2023Q3: 1,534 shares; 2023Q4: 1,534 shares; 2024Q1: 1,534 shares; 2024Q2: 1,534 shares; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares 1,534 $173K 0.01% 0 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,626 shares; 2023Q3: 9,707 shares; 2023Q4: 10,851 shares; 2024Q1: 7,541 shares; 2024Q2: 7,611 shares; 2024Q3: 7,680 shares; 2024Q4: 7,814 shares; 2025Q1: 7,814 shares 7,814 $172K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,684 shares; 2023Q3: 3,729 shares; 2023Q4: 3,335 shares; 2024Q1: 4,336 shares; 2024Q2: 4,010 shares; 2024Q3: 3,948 shares; 2024Q4: 4,170 shares; 2025Q1: 4,083 shares 4,083 $171K 0.01% -87 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 863 shares; 2023Q3: 563 shares; 2023Q4: 648 shares; 2024Q1: 924 shares; 2024Q2: 859 shares; 2024Q3: 859 shares; 2024Q4: 913 shares; 2025Q1: 914 shares 914 $170K 0.01% +1 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 46 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,705 shares; 2025Q1: 2,500 shares 2,500 $168K 0.01% -1,205 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 614 shares; 2023Q3: 241 shares; 2023Q4: 242 shares; 2024Q1: 471 shares; 2024Q2: 570 shares; 2024Q3: 705 shares; 2024Q4: 783 shares; 2025Q1: 788 shares 788 $167K 0.01% +5 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,694 shares; 2023Q3: 5,507 shares; 2023Q4: 5,528 shares; 2024Q1: 5,025 shares; 2024Q2: 4,810 shares; 2024Q3: 4,828 shares; 2024Q4: 4,864 shares; 2025Q1: 3,777 shares 3,777 $165K 0.01% -1,087 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,204 shares; 2023Q3: 5,622 shares; 2023Q4: 4,795 shares; 2024Q1: 6,104 shares; 2024Q2: 6,166 shares; 2024Q3: 6,167 shares; 2024Q4: 6,027 shares; 2025Q1: 4,308 shares 4,308 $163K 0.01% -1,719 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,853 shares; 2023Q3: 3,779 shares; 2023Q4: 3,194 shares; 2024Q1: 3,357 shares; 2024Q2: 3,257 shares; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,700 shares 2,700 $161K 0.01% -100 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 611 shares; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares 611 $161K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 791 shares; 2023Q3: 437 shares; 2023Q4: 379 shares; 2024Q1: 379 shares; 2024Q2: 409 shares; 2024Q3: 409 shares; 2024Q4: 522 shares; 2025Q1: 529 shares 529 $160K 0.01% +7 Timeline PSCE 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; 2023Q2: not reported; 2023Q3: 7,643 shares; 2023Q4: 7,688 shares; 2024Q1: 7,713 shares; 2024Q2: 7,741 shares; 2024Q3: 7,786 shares; 2024Q4: 7,815 shares; 2025Q1: 3,763 shares 3,763 $158K 0.01% -4,052 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; 2023Q2: 2,140 shares; 2023Q3: 2,140 shares; 2023Q4: 2,440 shares; 2024Q1: 2,140 shares; 2024Q2: 2,470 shares; 2024Q3: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 2,470 shares 2,470 $156K 0.01% 0 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; 2023Q2: 2,042 shares; 2023Q3: 2,042 shares; 2023Q4: 1,845 shares; 2024Q1: 1,890 shares; 2024Q2: 1,919 shares; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 1,934 shares 1,934 $155K 0.01% +49 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: 195 shares; 2024Q1: 1,611 shares; 2024Q2: 1,611 shares; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 1,611 shares 1,611 $154K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 937 shares; 2023Q3: 937 shares; 2023Q4: 937 shares; 2024Q1: 937 shares; 2024Q2: 937 shares; 2024Q3: 937 shares; 2024Q4: 937 shares; 2025Q1: 937 shares 937 $153K 0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,544 shares; 2023Q3: 2,234 shares; 2023Q4: 2,245 shares; 2024Q1: 2,251 shares; 2024Q2: 4,544 shares; 2024Q3: 3,792 shares; 2024Q4: 6,742 shares; 2025Q1: 6,243 shares 6,243 $152K 0.01% -499 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; 2023Q2: 416 shares; 2023Q3: 416 shares; 2023Q4: 416 shares; 2024Q1: 2,916 shares; 2024Q2: 2,650 shares; 2024Q3: 2,650 shares; 2024Q4: 3,035 shares; 2025Q1: 3,059 shares 3,059 $152K 0.01% +24 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,063 shares; 2023Q3: 1,063 shares; 2023Q4: 868 shares; 2024Q1: 753 shares; 2024Q2: 753 shares; 2024Q3: 753 shares; 2024Q4: 753 shares; 2025Q1: 753 shares 753 $151K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,032 shares; 2023Q3: 1,052 shares; 2023Q4: 3,244 shares; 2024Q1: 3,340 shares; 2024Q2: 3,480 shares; 2024Q3: 3,579 shares; 2024Q4: 3,997 shares; 2025Q1: 6,768 shares 6,768 $150K 0.01% +2,771 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,870 shares; 2023Q3: 1,870 shares; 2023Q4: 1,870 shares; 2024Q1: 2,002 shares; 2024Q2: 1,949 shares; 2024Q3: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares 1,949 $150K 0.01% 0 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; 2023Q2: 1,097 shares; 2023Q3: 1,097 shares; 2023Q4: 1,222 shares; 2024Q1: 1,452 shares; 2024Q2: 1,528 shares; 2024Q3: 1,495 shares; 2024Q4: 1,510 shares; 2025Q1: 1,352 shares 1,352 $150K 0.01% -158 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; 2023Q2: 2,466 shares; 2023Q3: 2,466 shares; 2023Q4: 2,466 shares; 2024Q1: 1,812 shares; 2024Q2: 1,893 shares; 2024Q3: 2,036 shares; 2024Q4: 5,679 shares; 2025Q1: 6,312 shares 6,312 $149K 0.01% +633 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares; 2024Q1: 89 shares; 2024Q2: 114 shares; 2024Q3: 114 shares; 2024Q4: 832 shares; 2025Q1: 762 shares 762 $147K 0.01% -70 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 440 shares; 2023Q3: 440 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 439 shares; 2024Q3: 425 shares; 2024Q4: 471 shares; 2025Q1: 425 shares 425 $147K 0.01% -46 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,660 shares; 2023Q3: 1,660 shares; 2023Q4: 1,660 shares; 2024Q1: 1,660 shares; 2024Q2: 1,660 shares; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares 1,660 $147K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 648 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares 1,007 $142K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 663 shares; 2024Q2: 809 shares; 2024Q3: 960 shares; 2024Q4: 2,955 shares; 2025Q1: 1,955 shares 1,955 $141K 0.01% -1,000 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,728 shares; 2024Q1: 2,728 shares; 2024Q2: 2,728 shares; 2024Q3: 2,228 shares; 2024Q4: 2,228 shares; 2025Q1: 1,700 shares 1,700 $139K 0.01% -528 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 788 shares; 2023Q3: 5,338 shares; 2023Q4: 5,059 shares; 2024Q1: 6,650 shares; 2024Q2: 6,700 shares; 2024Q3: 6,901 shares; 2024Q4: 6,901 shares; 2025Q1: 6,046 shares 6,046 $139K 0.01% -855 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; 2023Q2: 1,458 shares; 2023Q3: 1,175 shares; 2023Q4: 1,305 shares; 2024Q1: 1,266 shares; 2024Q2: 1,481 shares; 2024Q3: 1,478 shares; 2024Q4: 1,508 shares; 2025Q1: 1,570 shares 1,570 $136K 0.01% +62 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; 2023Q2: 283 shares; 2023Q3: 283 shares; 2023Q4: 283 shares; 2024Q1: 283 shares; 2024Q2: 283 shares; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 113 shares 113 $133K 0.01% -170 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $132K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,028 shares; 2023Q3: 1,645 shares; 2023Q4: 7,082 shares; 2024Q1: 2,832 shares; 2024Q2: 1,360 shares; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 970 shares 970 $132K 0.01% -240 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,725 shares; 2023Q3: 1,725 shares; 2023Q4: 1,725 shares; 2024Q1: 1,725 shares; 2024Q2: 1,725 shares; 2024Q3: 1,485 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares 1,185 $130K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,013 shares; 2023Q3: 6,013 shares; 2023Q4: 5,901 shares; 2024Q1: 5,860 shares; 2024Q2: 3,361 shares; 2024Q3: 3,340 shares; 2024Q4: 1,580 shares; 2025Q1: 1,430 shares 1,430 $128K 0.01% -150 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 980 shares; 2023Q3: 918 shares; 2023Q4: 918 shares; 2024Q1: 1,318 shares; 2024Q2: 1,118 shares; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,115 shares 1,115 $126K 0.01% -3 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,470 shares; 2023Q3: 1,470 shares; 2023Q4: 1,470 shares; 2024Q1: 1,580 shares; 2024Q2: 1,580 shares; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares 1,580 $125K 0.01% 0 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 948 shares; 2023Q3: 948 shares; 2023Q4: 948 shares; 2024Q1: 773 shares; 2024Q2: 773 shares; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares 773 $124K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,308 shares; 2023Q3: 1,308 shares; 2023Q4: 1,310 shares; 2024Q1: 1,090 shares; 2024Q2: 1,091 shares; 2024Q3: 1,092 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares 1,093 $123K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 560 shares; 2023Q3: 560 shares; 2023Q4: 560 shares; 2024Q1: 1,680 shares; 2024Q2: 1,680 shares; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares 1,680 $120K 0.01% 0 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,000 shares; 2023Q3: 15,000 shares; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $119K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 2,850 shares; 2024Q3: 4,450 shares; 2024Q4: 5,550 shares; 2025Q1: 6,360 shares 6,360 $118K <0.01% +810 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,497 shares 2,497 $117K <0.01% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 528 shares; 2025Q1: 1,513 shares 1,513 $117K <0.01% +985 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,575 shares; 2023Q3: 1,180 shares; 2023Q4: 1,150 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 967 shares 967 $117K <0.01% +217 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,483 shares; 2023Q3: 1,483 shares; 2023Q4: 1,483 shares; 2024Q1: 1,483 shares; 2024Q2: 1,483 shares; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares 1,483 $117K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,256 shares; 2023Q3: 1,256 shares; 2023Q4: 1,256 shares; 2024Q1: 1,260 shares; 2024Q2: 1,256 shares; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares; 2025Q1: 1,296 shares 1,296 $114K <0.01% +40 Timeline ESQ ESQUIRE FINL HLDGS INC More: the full row for ESQUIRE FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares 1,500 $113K <0.01% 0 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; 2023Q2: 1,854 shares; 2023Q3: 534 shares; 2023Q4: 376 shares; 2024Q1: 699 shares; 2024Q2: 698 shares; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 698 shares 698 $112K <0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,648 shares; 2023Q3: 2,648 shares; 2023Q4: 2,690 shares; 2024Q1: 2,542 shares; 2024Q2: 2,542 shares; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,562 shares 2,562 $110K <0.01% +20 Timeline HSII HEIDRICK & STRUGGLES INTL IN More: the full row for HEIDRICK & STRUGGLES INTL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,244 shares; 2023Q3: 5,244 shares; 2023Q4: 3,730 shares; 2024Q1: 3,730 shares; 2024Q2: 3,730 shares; 2024Q3: 3,730 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares 2,555 $109K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 893 shares; 2023Q3: 893 shares; 2023Q4: 893 shares; 2024Q1: 768 shares; 2024Q2: 768 shares; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 681 shares 681 $109K <0.01% -87 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares 450 $109K <0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 530 shares; 2025Q1: 915 shares 915 $107K <0.01% +385 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 92 shares; 2023Q3: not reported; 2023Q4: 3,600 shares; 2024Q1: 3,600 shares; 2024Q2: 5,100 shares; 2024Q3: 5,100 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares 3,300 $107K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 513 shares; 2023Q3: 521 shares; 2023Q4: 521 shares; 2024Q1: 544 shares; 2024Q2: 567 shares; 2024Q3: 521 shares; 2024Q4: 571 shares; 2025Q1: 515 shares 515 $107K <0.01% -56 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; 2023Q2: 830 shares; 2023Q3: 840 shares; 2023Q4: 840 shares; 2024Q1: 840 shares; 2024Q2: 840 shares; 2024Q3: 830 shares; 2024Q4: 839 shares; 2025Q1: 830 shares 830 $106K <0.01% -9 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 129 shares; 2024Q2: 129 shares; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares 684 $105K <0.01% 0 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; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 201 shares; 2024Q1: 215 shares; 2024Q2: 244 shares; 2024Q3: 244 shares; 2024Q4: 247 shares; 2025Q1: 244 shares 244 $104K <0.01% -3 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 553 shares; 2023Q3: 395 shares; 2023Q4: 395 shares; 2024Q1: 421 shares; 2024Q2: 443 shares; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 406 shares 406 $102K <0.01% -15 Timeline BNY MELLON MUN INCOME INC BNY MELLON MUN INCOME INC More: the full row for BNY MELLON MUN INCOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,121 shares 14,121 $101K <0.01% new BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 3,529 shares; 2024Q1: 1,335 shares; 2024Q2: 1,335 shares; 2024Q3: 1,335 shares; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares 1,311 $100K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,989 shares; 2023Q3: 2,989 shares; 2023Q4: 2,794 shares; 2024Q1: 2,794 shares; 2024Q2: 2,794 shares; 2024Q3: 2,794 shares; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares 2,794 $100K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,462 shares; 2023Q3: 3,047 shares; 2023Q4: 3,047 shares; 2024Q1: 1,263 shares; 2024Q2: 1,263 shares; 2024Q3: 918 shares; 2024Q4: 915 shares; 2025Q1: 915 shares 915 $99.7K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,698 shares; 2023Q3: 1,564 shares; 2023Q4: 1,585 shares; 2024Q1: 2,336 shares; 2024Q2: 2,158 shares; 2024Q3: 2,158 shares; 2024Q4: 2,168 shares; 2025Q1: 1,536 shares 1,536 $97.6K <0.01% -632 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,150 shares; 2023Q3: 2,150 shares; 2023Q4: 2,150 shares; 2024Q1: 2,150 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares 2,150 $97.1K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,115 shares; 2023Q3: 2,087 shares; 2023Q4: 2,022 shares; 2024Q1: 2,022 shares; 2024Q2: 2,022 shares; 2024Q3: 2,022 shares; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares 2,013 $96.6K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,568 shares; 2023Q3: 3,408 shares; 2023Q4: 3,408 shares; 2024Q1: 908 shares; 2024Q2: 908 shares; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 1,164 shares 1,164 $96.3K <0.01% +256 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,051 shares 3,051 $96.1K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 477 shares; 2023Q3: 477 shares; 2023Q4: 477 shares; 2024Q1: 984 shares; 2024Q2: 484 shares; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 482 shares 482 $95.6K <0.01% -5 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,265 shares; 2023Q3: 1,265 shares; 2023Q4: 1,267 shares; 2024Q1: 1,267 shares; 2024Q2: 1,376 shares; 2024Q3: 1,376 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares 1,376 $95K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 496 shares; 2023Q3: 478 shares; 2023Q4: 477 shares; 2024Q1: 516 shares; 2024Q2: 1,114 shares; 2024Q3: 1,038 shares; 2024Q4: 1,175 shares; 2025Q1: 1,176 shares 1,176 $94.9K <0.01% +1 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 405 shares; 2023Q3: 955 shares; 2023Q4: 905 shares; 2024Q1: 884 shares; 2024Q2: 840 shares; 2024Q3: 840 shares; 2024Q4: 820 shares; 2025Q1: 790 shares 790 $94.4K <0.01% -30 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,170 shares; 2023Q3: 27,589 shares; 2023Q4: 24,591 shares; 2024Q1: 21,959 shares; 2024Q2: 17,953 shares; 2024Q3: 15,387 shares; 2024Q4: 7,625 shares; 2025Q1: 4,100 shares 4,100 $94.1K <0.01% -3,525 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,021 shares; 2024Q4: 10,042 shares; 2025Q1: 10,064 shares 10,064 $92.3K <0.01% +22 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 101 shares; 2023Q3: 101 shares; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: 112 shares; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares 448 $92.1K <0.01% 0 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; 2023Q2: 584 shares; 2023Q3: 534 shares; 2023Q4: 648 shares; 2024Q1: 599 shares; 2024Q2: 599 shares; 2024Q3: 534 shares; 2024Q4: 534 shares; 2025Q1: 535 shares 535 $92.1K <0.01% +1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 882 shares; 2023Q3: 892 shares; 2023Q4: 1,122 shares; 2024Q1: 936 shares; 2024Q2: 796 shares; 2024Q3: 708 shares; 2024Q4: 677 shares; 2025Q1: 692 shares 692 $91.5K <0.01% +15 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 230 shares; 2023Q3: 230 shares; 2023Q4: 230 shares; 2024Q1: 230 shares; 2024Q2: 250 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 172 shares 172 $90.5K <0.01% -58 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,307 shares; 2023Q3: 3,402 shares; 2023Q4: 3,442 shares; 2024Q1: 3,517 shares; 2024Q2: 3,603 shares; 2024Q3: 3,656 shares; 2024Q4: 3,718 shares; 2025Q1: 3,735 shares 3,735 $90.4K <0.01% +17 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: 564 shares; 2024Q1: 564 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 800 shares 800 $90.2K <0.01% +790 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,402 shares; 2023Q3: 4,653 shares; 2023Q4: 4,373 shares; 2024Q1: 4,373 shares; 2024Q2: 4,799 shares; 2024Q3: 4,673 shares; 2024Q4: 4,513 shares; 2025Q1: 4,513 shares 4,513 $89K <0.01% 0 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 945 shares; 2023Q3: 945 shares; 2023Q4: 945 shares; 2024Q1: 945 shares; 2024Q2: 945 shares; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 905 shares 905 $88.8K <0.01% -40 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; 2023Q2: 70 shares; 2023Q3: 395 shares; 2023Q4: 395 shares; 2024Q1: 370 shares; 2024Q2: 370 shares; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares 360 $88.1K <0.01% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 960 shares; 2023Q3: 960 shares; 2023Q4: 960 shares; 2024Q1: 960 shares; 2024Q2: 960 shares; 2024Q3: 960 shares; 2024Q4: 990 shares; 2025Q1: 990 shares 990 $88K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,232 shares; 2023Q3: 2,232 shares; 2023Q4: 2,907 shares; 2024Q1: 2,923 shares; 2024Q2: 2,913 shares; 2024Q3: 2,920 shares; 2024Q4: 2,209 shares; 2025Q1: 2,425 shares 2,425 $87.6K <0.01% +216 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,644 shares; 2023Q3: 1,572 shares; 2023Q4: 1,602 shares; 2024Q1: 1,524 shares; 2024Q2: 1,524 shares; 2024Q3: 1,524 shares; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares 1,453 $87.4K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,250 shares; 2023Q3: 7,455 shares; 2023Q4: 7,205 shares; 2024Q1: 5,665 shares; 2024Q2: 2,915 shares; 2024Q3: 3,010 shares; 2024Q4: 1,100 shares; 2025Q1: 455 shares 455 $86.5K <0.01% -645 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,947 shares; 2023Q3: 2,947 shares; 2023Q4: 2,979 shares; 2024Q1: 3,014 shares; 2024Q2: 3,014 shares; 2024Q3: 2,979 shares; 2024Q4: 2,947 shares; 2025Q1: 2,947 shares 2,947 $86.3K <0.01% 0 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,626 shares; 2024Q3: 17,626 shares; 2024Q4: 17,626 shares; 2025Q1: 17,626 shares 17,626 $86.2K <0.01% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,018 shares; 2025Q1: 1,178 shares 1,178 $85.6K <0.01% +160 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,479 shares; 2023Q3: 1,479 shares; 2023Q4: 1,629 shares; 2024Q1: 1,629 shares; 2024Q2: 1,629 shares; 2024Q3: 1,629 shares; 2024Q4: 1,479 shares; 2025Q1: 1,400 shares 1,400 $85K <0.01% -79 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 33,770 shares; 2023Q3: 32,599 shares; 2023Q4: 30,099 shares; 2024Q1: 29,476 shares; 2024Q2: 26,773 shares; 2024Q3: 20,385 shares; 2024Q4: 4,667 shares; 2025Q1: 1,284 shares 1,284 $84.7K <0.01% -3,383 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 498 shares; 2023Q3: 532 shares; 2023Q4: 368 shares; 2024Q1: 368 shares; 2024Q2: 369 shares; 2024Q3: 369 shares; 2024Q4: 374 shares; 2025Q1: 369 shares 369 $84K <0.01% -5 Timeline BLACKROCK INVESTMENT QUALIT… BLACKROCK INVESTMENT QUALITY M More: the full row for BLACKROCK INVESTMENT QUALITY M Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,300 shares; 2023Q3: 7,300 shares; 2023Q4: 7,300 shares; 2024Q1: 7,300 shares; 2024Q2: 7,300 shares; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares 7,300 $83.9K <0.01% 0 USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 100 shares; 2023Q3: 584 shares; 2023Q4: 734 shares; 2024Q1: 675 shares; 2024Q2: 675 shares; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 895 shares 895 $83.8K <0.01% +220 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 415 shares; 2023Q3: 417 shares; 2023Q4: 420 shares; 2024Q1: 450 shares; 2024Q2: 454 shares; 2024Q3: 423 shares; 2024Q4: 426 shares; 2025Q1: 490 shares 490 $83.6K <0.01% +64 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 733 shares; 2023Q3: 683 shares; 2023Q4: 636 shares; 2024Q1: 637 shares; 2024Q2: 639 shares; 2024Q3: 640 shares; 2024Q4: 641 shares; 2025Q1: 642 shares 642 $83.6K <0.01% +1 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,454 shares; 2023Q3: 4,454 shares; 2023Q4: 4,454 shares; 2024Q1: 4,454 shares; 2024Q2: 4,454 shares; 2024Q3: 4,454 shares; 2024Q4: 4,454 shares; 2025Q1: 3,950 shares 3,950 $83K <0.01% -504 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,533 shares; 2023Q3: 1,533 shares; 2023Q4: 1,533 shares; 2024Q1: 1,533 shares; 2024Q2: 1,433 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares 1,300 $82.1K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 437 shares; 2023Q3: 806 shares; 2023Q4: 816 shares; 2024Q1: 816 shares; 2024Q2: 993 shares; 2024Q3: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares 732 $81.8K <0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,005 shares; 2023Q3: 1,381 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares; 2024Q2: 1,005 shares; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares 1,005 $81.1K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 494 shares; 2023Q3: 268 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 210 shares; 2024Q3: 174 shares; 2024Q4: 186 shares; 2025Q1: 174 shares 174 $80.8K <0.01% -12 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 247 shares; 2023Q3: 247 shares; 2023Q4: 291 shares; 2024Q1: 335 shares; 2024Q2: 358 shares; 2024Q3: 335 shares; 2024Q4: 395 shares; 2025Q1: 395 shares 395 $79.6K <0.01% 0 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; 2023Q2: 611 shares; 2023Q3: 611 shares; 2023Q4: 611 shares; 2024Q1: 711 shares; 2024Q2: 721 shares; 2024Q3: 727 shares; 2024Q4: 722 shares; 2025Q1: 680 shares 680 $79.5K <0.01% -42 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,204 shares; 2023Q3: 1,137 shares; 2023Q4: 1,137 shares; 2024Q1: 1,150 shares; 2024Q2: 1,150 shares; 2024Q3: 1,331 shares; 2024Q4: 1,895 shares; 2025Q1: 2,147 shares 2,147 $79.2K <0.01% +252 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 71 shares; 2023Q3: 1,711 shares; 2023Q4: 135 shares; 2024Q1: 1,516 shares; 2024Q2: 1,016 shares; 2024Q3: 1,017 shares; 2024Q4: 1,008 shares; 2025Q1: 609 shares 609 $78.6K <0.01% -399 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: not reported; 2024Q3: 2,564 shares; 2024Q4: 2,564 shares; 2025Q1: 2,564 shares 2,564 $78.5K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,008 shares; 2023Q3: 2,388 shares; 2023Q4: 1,573 shares; 2024Q1: 1,377 shares; 2024Q2: 874 shares; 2024Q3: 754 shares; 2024Q4: 714 shares; 2025Q1: 799 shares 799 $78.2K <0.01% +85 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 420 shares; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 221 shares; 2024Q3: 200 shares; 2024Q4: 485 shares; 2025Q1: 460 shares 460 $77.8K <0.01% -25 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 118 shares; 2024Q2: 172 shares; 2024Q3: 172 shares; 2024Q4: 272 shares; 2025Q1: 293 shares 293 $77.6K <0.01% +21 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 412 shares; 2023Q3: 393 shares; 2023Q4: 773 shares; 2024Q1: 773 shares; 2024Q2: 773 shares; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares 773 $77.6K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 47 shares; 2023Q3: 148 shares; 2023Q4: 923 shares; 2024Q1: 924 shares; 2024Q2: 931 shares; 2024Q3: 917 shares; 2024Q4: 923 shares; 2025Q1: 900 shares 900 $77.5K <0.01% -23 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 2,500 shares 2,500 $77K <0.01% +1,500 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 495 shares; 2023Q3: 495 shares; 2023Q4: 495 shares; 2024Q1: 1,067 shares; 2024Q2: 817 shares; 2024Q3: 817 shares; 2024Q4: 767 shares; 2025Q1: 767 shares 767 $76.7K <0.01% 0 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; 2023Q2: 2,254 shares; 2023Q3: 2,254 shares; 2023Q4: 984 shares; 2024Q1: 30 shares; 2024Q2: 2,480 shares; 2024Q3: 1,857 shares; 2024Q4: 1,906 shares; 2025Q1: 2,116 shares 2,116 $76.5K <0.01% +210 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,688 shares; 2023Q3: 1,688 shares; 2023Q4: 1,688 shares; 2024Q1: 1,978 shares; 2024Q2: 1,688 shares; 2024Q3: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares 1,688 $76.1K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,305 shares; 2023Q3: 17,954 shares; 2023Q4: 16,648 shares; 2024Q1: 11,904 shares; 2024Q2: 6,617 shares; 2024Q3: 4,845 shares; 2024Q4: 3,448 shares; 2025Q1: 2,217 shares 2,217 $75.9K <0.01% -1,231 Timeline