VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,500 shares; 2024Q4: 132,805 shares; 2025Q1: 136,161 shares; 2025Q2: 138,179 shares; 2025Q3: 138,768 shares; 2025Q4: 139,239 shares; 2026Q1: 140,674 shares; 2026Q2: 147,295 shares 147,295 $54.5M 5.6% +6,621 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,504 shares; 2024Q4: 249,158 shares; 2025Q1: 240,290 shares; 2025Q2: 261,013 shares; 2025Q3: 137,196 shares; 2025Q4: 163,917 shares; 2026Q1: 409,195 shares; 2026Q2: 463,913 shares 463,913 $49.9M 5.13% +54,718 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,747 shares; 2024Q4: 15,247 shares; 2025Q1: 17,539 shares; 2025Q2: 21,589 shares; 2025Q3: 29,050 shares; 2025Q4: 36,895 shares; 2026Q1: 56,428 shares; 2026Q2: 72,166 shares 72,166 $49.6M 5.09% +15,738 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,741 shares; 2024Q4: 3,393 shares; 2025Q1: 3,257 shares; 2025Q2: 3,200 shares; 2025Q3: 3,231 shares; 2025Q4: 3,219 shares; 2026Q1: 3,581 shares; 2026Q2: 52,680 shares 52,680 $38.8M 3.99% +49,099 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 3,291 shares; 2025Q1: 5,976 shares; 2025Q2: 19,143 shares; 2025Q3: 18,988 shares; 2025Q4: 17,008 shares; 2026Q1: 14,034 shares; 2026Q2: 45,947 shares 45,947 $34.3M 3.53% +31,913 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,583 shares; 2024Q4: 104,694 shares; 2025Q1: 151,811 shares; 2025Q2: 259,468 shares; 2025Q3: 310,963 shares; 2025Q4: 349,515 shares; 2026Q1: 370,987 shares; 2026Q2: 403,044 shares 403,044 $20.3M 2.09% +32,057 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 126,553 shares; 2025Q1: 131,199 shares; 2025Q2: 152,532 shares; 2025Q3: 160,619 shares; 2025Q4: 188,173 shares; 2026Q1: 372,615 shares; 2026Q2: 417,926 shares 417,926 $20.2M 2.08% +45,311 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 98,034 shares; 2025Q1: 126,947 shares; 2025Q2: 165,459 shares; 2025Q3: 182,700 shares; 2025Q4: 189,558 shares; 2026Q1: 194,104 shares; 2026Q2: 198,242 shares 198,242 $20.1M 2.06% +4,138 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,910 shares; 2025Q3: 165,232 shares; 2025Q4: 162,266 shares; 2026Q1: 163,601 shares; 2026Q2: 163,498 shares 163,498 $16.5M 1.7% -103 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,283 shares; 2024Q4: 30,471 shares; 2025Q1: 28,776 shares; 2025Q2: 29,574 shares; 2025Q3: 31,430 shares; 2025Q4: 41,954 shares; 2026Q1: 49,593 shares; 2026Q2: 56,790 shares 56,790 $16.4M 1.69% +7,197 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,103 shares; 2024Q4: 373,926 shares; 2025Q1: 369,911 shares; 2025Q2: 330,494 shares; 2025Q3: 345,073 shares; 2025Q4: 359,666 shares; 2026Q1: 370,504 shares; 2026Q2: 366,740 shares 366,740 $15.9M 1.64% -3,764 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,715 shares; 2024Q4: 63,109 shares; 2025Q1: 54,580 shares; 2025Q2: 57,603 shares; 2025Q3: 59,169 shares; 2025Q4: 60,601 shares; 2026Q1: 66,621 shares; 2026Q2: 69,387 shares 69,387 $13.9M 1.43% +2,766 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 212,910 shares; 2025Q1: 196,625 shares; 2025Q2: 186,511 shares; 2025Q3: 204,486 shares; 2025Q4: 230,714 shares; 2026Q1: 256,943 shares; 2026Q2: 258,358 shares 258,358 $13.5M 1.38% +1,415 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; 2024Q3: 167,823 shares; 2024Q4: 170,033 shares; 2025Q1: 167,421 shares; 2025Q2: 167,698 shares; 2025Q3: 167,718 shares; 2025Q4: 169,935 shares; 2026Q1: 155,390 shares; 2026Q2: 154,891 shares 154,891 $13M 1.33% -499 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,071 shares; 2024Q4: 78,262 shares; 2025Q1: 98,330 shares; 2025Q2: 112,707 shares; 2025Q3: 119,967 shares; 2025Q4: 127,484 shares; 2026Q1: 135,863 shares; 2026Q2: 162,857 shares 162,857 $12.3M 1.26% +26,994 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,614 shares; 2026Q2: 242,729 shares 242,729 $11.2M 1.15% -22,885 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,393 shares; 2026Q2: 117,931 shares 117,931 $11.1M 1.15% +4,538 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares; 2026Q2: 4,731 shares 4,731 $10.8M 1.11% +4,347 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,541 shares; 2025Q3: 114,701 shares; 2025Q4: 134,088 shares; 2026Q1: 142,394 shares; 2026Q2: 173,168 shares 173,168 $10.6M 1.09% +30,774 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,151 shares; 2024Q4: 215,624 shares; 2025Q1: 232,056 shares; 2025Q2: 267,846 shares; 2025Q3: 295,309 shares; 2025Q4: 335,872 shares; 2026Q1: 146,706 shares; 2026Q2: 135,734 shares 135,734 $10.4M 1.07% -10,972 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,914 shares; 2024Q4: 31,947 shares; 2025Q1: 34,088 shares; 2025Q2: 41,702 shares; 2025Q3: 56,331 shares; 2025Q4: 67,190 shares; 2026Q1: 81,956 shares; 2026Q2: 130,566 shares 130,566 $10.1M 1.03% +48,610 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,083 shares; 2024Q4: 75,013 shares; 2025Q1: 94,529 shares; 2025Q2: 101,521 shares; 2025Q3: 107,969 shares; 2025Q4: 140,946 shares; 2026Q1: 166,683 shares; 2026Q2: 198,773 shares 198,773 $10.1M 1.03% +32,090 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,351 shares; 2024Q4: 12,739 shares; 2025Q1: 13,065 shares; 2025Q2: 12,179 shares; 2025Q3: 12,095 shares; 2025Q4: 12,378 shares; 2026Q1: 14,714 shares; 2026Q2: 112,693 shares 112,693 $9.71M 1% +97,979 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 76,611 shares; 2025Q1: 84,957 shares; 2025Q2: 91,533 shares; 2025Q3: 134,431 shares; 2025Q4: 149,036 shares; 2026Q1: 169,063 shares; 2026Q2: 177,353 shares 177,353 $8.95M 0.92% +8,290 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 4,168 shares; 2025Q1: 4,503 shares; 2025Q2: 3,933 shares; 2025Q3: 4,628 shares; 2025Q4: 5,276 shares; 2026Q1: 22,115 shares; 2026Q2: 23,383 shares 23,383 $8.26M 0.85% +1,268 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,698 shares; 2025Q1: 6,095 shares; 2025Q2: 14,412 shares; 2025Q3: 14,137 shares; 2025Q4: 12,880 shares; 2026Q1: 11,906 shares; 2026Q2: 11,075 shares 11,075 $7.79M 0.8% -831 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,961 shares; 2024Q4: 14,543 shares; 2025Q1: 13,606 shares; 2025Q2: 16,108 shares; 2025Q3: 15,853 shares; 2025Q4: 16,481 shares; 2026Q1: 19,198 shares; 2026Q2: 19,974 shares 19,974 $7.45M 0.77% +776 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,971 shares; 2026Q2: 78,802 shares 78,802 $7.15M 0.74% +53,831 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,832 shares; 2024Q4: 16,245 shares; 2025Q1: 11,969 shares; 2025Q2: 12,878 shares; 2025Q3: 11,561 shares; 2025Q4: 12,549 shares; 2026Q1: 22,466 shares; 2026Q2: 29,411 shares 29,411 $7.01M 0.72% +6,945 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,670 shares; 2025Q3: 166,890 shares; 2025Q4: 166,377 shares; 2026Q1: 149,975 shares; 2026Q2: 149,733 shares 149,733 $6.86M 0.7% -242 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 3,865 shares; 2025Q1: 3,064 shares; 2025Q2: 2,926 shares; 2025Q3: 2,946 shares; 2025Q4: 3,286 shares; 2026Q1: 3,870 shares; 2026Q2: 9,461 shares 9,461 $6.84M 0.7% +5,591 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,879 shares; 2026Q2: 5,874 shares 5,874 $6.78M 0.7% +3,995 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 109,404 shares; 2025Q1: 118,609 shares; 2025Q2: 112,730 shares; 2025Q3: 118,074 shares; 2025Q4: 129,219 shares; 2026Q1: 139,828 shares; 2026Q2: 140,678 shares 140,678 $6.68M 0.69% +850 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,954 shares; 2025Q1: 8,616 shares; 2025Q2: 7,752 shares; 2025Q3: 7,736 shares; 2025Q4: 6,153 shares; 2026Q1: 6,465 shares; 2026Q2: 14,960 shares 14,960 $6.48M 0.67% +8,495 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,070 shares; 2024Q4: 12,190 shares; 2025Q1: 28,514 shares; 2025Q2: 41,190 shares; 2025Q3: 65,328 shares; 2025Q4: 86,326 shares; 2026Q1: 103,914 shares; 2026Q2: 120,883 shares 120,883 $6.26M 0.64% +16,969 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares; 2026Q1: 2,327 shares; 2026Q2: 9,750 shares 9,750 $6.23M 0.64% +7,423 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,512 shares; 2025Q1: 23,604 shares; 2025Q2: 27,027 shares; 2025Q3: 29,232 shares; 2025Q4: 33,098 shares; 2026Q1: 73,062 shares; 2026Q2: 89,098 shares 89,098 $5.99M 0.62% +16,036 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,127 shares; 2024Q4: 60,809 shares; 2025Q1: 61,785 shares; 2025Q2: 72,102 shares; 2025Q3: 79,333 shares; 2025Q4: 91,937 shares; 2026Q1: 113,731 shares; 2026Q2: 123,851 shares 123,851 $5.98M 0.61% +10,120 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 349,904 shares; 2025Q1: 358,863 shares; 2025Q2: 276,894 shares; 2025Q3: 138,099 shares; 2025Q4: 153,535 shares; 2026Q1: 237,249 shares; 2026Q2: 251,214 shares 251,214 $5.91M 0.61% +13,965 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,385 shares; 2026Q2: 209,550 shares 209,550 $5.8M 0.6% +28,165 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245,567 shares; 2026Q2: 240,454 shares 240,454 $5.48M 0.56% -5,113 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,738 shares; 2026Q2: 77,492 shares 77,492 $5.34M 0.55% +11,754 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,923 shares; 2024Q4: 5,990 shares; 2025Q1: 6,150 shares; 2025Q2: 6,313 shares; 2025Q3: 7,083 shares; 2025Q4: 8,188 shares; 2026Q1: 13,385 shares; 2026Q2: 14,928 shares 14,928 $5.33M 0.55% +1,543 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,107 shares; 2024Q4: 4,678 shares; 2025Q1: 2,120 shares; 2025Q2: 2,218 shares; 2025Q3: 2,341 shares; 2025Q4: 2,264 shares; 2026Q1: 2,816 shares; 2026Q2: 9,181 shares 9,181 $5.33M 0.55% +6,365 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,249 shares; 2026Q1: 56,792 shares; 2026Q2: 70,890 shares 70,890 $5.23M 0.54% +14,098 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,225 shares; 2025Q1: 19,456 shares; 2025Q2: 26,797 shares; 2025Q3: 66,438 shares; 2025Q4: 77,994 shares; 2026Q1: 77,685 shares; 2026Q2: 93,002 shares 93,002 $5.23M 0.54% +15,317 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,318 shares; 2026Q2: 96,615 shares 96,615 $4.95M 0.51% +5,297 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,096 shares 35,096 $4.9M 0.5% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 3,050 shares; 2026Q2: 6,470 shares 6,470 $4.85M 0.5% +3,420 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69,250 shares; 2025Q1: 83,870 shares; 2025Q2: 54,443 shares; 2025Q3: 68,890 shares; 2025Q4: 77,692 shares; 2026Q1: 91,112 shares; 2026Q2: 93,682 shares 93,682 $4.74M 0.49% +2,570 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 511 shares; 2025Q1: 701 shares; 2025Q2: 689 shares; 2025Q3: 677 shares; 2025Q4: 689 shares; 2026Q1: 477 shares; 2026Q2: 15,612 shares 15,612 $4.71M 0.48% +15,135 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,414 shares; 2025Q4: 2,101 shares; 2026Q1: not reported; 2026Q2: 28,212 shares 28,212 $4.56M 0.47% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,295 shares; 2024Q4: 11,812 shares; 2025Q1: 10,956 shares; 2025Q2: 11,159 shares; 2025Q3: 10,935 shares; 2025Q4: 10,918 shares; 2026Q1: 12,520 shares; 2026Q2: 12,058 shares 12,058 $4.55M 0.47% -462 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,662 shares 4,662 $4.5M 0.46% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,436 shares; 2024Q4: 153,715 shares; 2025Q1: 163,512 shares; 2025Q2: 155,199 shares; 2025Q3: 158,687 shares; 2025Q4: 168,151 shares; 2026Q1: 173,965 shares; 2026Q2: 176,522 shares 176,522 $4.41M 0.45% +2,557 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,637 shares; 2024Q4: 22,124 shares; 2025Q1: 22,429 shares; 2025Q2: 20,749 shares; 2025Q3: 20,685 shares; 2025Q4: 20,714 shares; 2026Q1: 20,622 shares; 2026Q2: 20,091 shares 20,091 $4.38M 0.45% -531 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: 3,251 shares; 2026Q2: 8,854 shares 8,854 $4.34M 0.45% +5,603 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,487 shares; 2024Q4: 7,708 shares; 2025Q1: 7,039 shares; 2025Q2: 5,535 shares; 2025Q3: 5,659 shares; 2025Q4: 3,515 shares; 2026Q1: 3,807 shares; 2026Q2: 16,916 shares 16,916 $4.32M 0.44% +13,109 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,106 shares; 2026Q1: 34,713 shares; 2026Q2: 47,198 shares 47,198 $4.26M 0.44% +12,485 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 330 shares; 2026Q1: 246 shares; 2026Q2: 2,055 shares 2,055 $4.07M 0.42% +1,809 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,864 shares; 2025Q1: 53,080 shares; 2025Q2: 100,330 shares; 2025Q3: 116,046 shares; 2025Q4: 127,812 shares; 2026Q1: 149,840 shares; 2026Q2: 165,782 shares 165,782 $3.99M 0.41% +15,942 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,375 shares 11,375 $3.88M 0.4% new Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,532 shares; 2026Q2: 45,308 shares 45,308 $3.85M 0.4% +12,776 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,162 shares; 2026Q2: 4,436 shares 4,436 $3.81M 0.39% +3,274 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,229 shares; 2026Q2: 41,344 shares 41,344 $3.77M 0.39% +19,115 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,417 shares; 2026Q2: 17,497 shares 17,497 $3.72M 0.38% +11,080 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,250 shares; 2025Q2: 102,218 shares; 2025Q3: 104,401 shares; 2025Q4: 95,846 shares; 2026Q1: 81,676 shares; 2026Q2: 64,386 shares 64,386 $3.71M 0.38% -17,290 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,237 shares; 2026Q2: 96,681 shares 96,681 $3.7M 0.38% +1,444 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,080 shares; 2024Q4: 6,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,629 shares; 2026Q2: 51,751 shares 51,751 $3.69M 0.38% -14,878 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,674 shares; 2025Q4: 4,037 shares; 2026Q1: 3,054 shares; 2026Q2: 9,344 shares 9,344 $3.69M 0.38% +6,290 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,332 shares; 2025Q1: 63,308 shares; 2025Q2: 72,496 shares; 2025Q3: 73,771 shares; 2025Q4: 87,299 shares; 2026Q1: 141,539 shares; 2026Q2: 155,994 shares 155,994 $3.66M 0.38% +14,455 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,940 shares 11,940 $3.56M 0.37% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,587 shares; 2026Q2: 18,731 shares 18,731 $3.52M 0.36% +3,144 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,927 shares 7,927 $3.42M 0.35% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,174 shares; 2024Q4: 7,118 shares; 2025Q1: 6,338 shares; 2025Q2: 5,877 shares; 2025Q3: 5,943 shares; 2025Q4: 5,897 shares; 2026Q1: 7,228 shares; 2026Q2: 7,108 shares 7,108 $3.39M 0.35% -120 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,958 shares; 2026Q2: 32,325 shares 32,325 $3.31M 0.34% +15,367 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,763 shares 69,763 $3.15M 0.32% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,341 shares 6,341 $3.07M 0.32% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,712 shares; 2024Q4: 1,646 shares; 2025Q1: 1,617 shares; 2025Q2: 1,398 shares; 2025Q3: 1,381 shares; 2025Q4: 1,723 shares; 2026Q1: 1,962 shares; 2026Q2: 2,515 shares 2,515 $3.02M 0.31% +553 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,680 shares; 2026Q2: 38,042 shares 38,042 $3.01M 0.31% +16,362 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 6,503 shares; 2025Q1: 5,834 shares; 2025Q2: 7,116 shares; 2025Q3: 9,147 shares; 2025Q4: 13,655 shares; 2026Q1: 18,386 shares; 2026Q2: 20,119 shares 20,119 $2.98M 0.31% +1,733 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,850 shares 7,850 $2.78M 0.29% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,628 shares; 2026Q2: 47,339 shares 47,339 $2.76M 0.28% +27,711 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,701 shares; 2024Q4: 5,665 shares; 2025Q1: 4,881 shares; 2025Q2: 5,144 shares; 2025Q3: 6,145 shares; 2025Q4: 6,433 shares; 2026Q1: 7,157 shares; 2026Q2: 8,159 shares 8,159 $2.67M 0.27% +1,002 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,044 shares; 2026Q2: 51,016 shares 51,016 $2.66M 0.27% +14,972 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,485 shares; 2024Q4: 11,957 shares; 2025Q1: 11,819 shares; 2025Q2: 16,716 shares; 2025Q3: 35,832 shares; 2025Q4: 34,550 shares; 2026Q1: 39,797 shares; 2026Q2: 46,902 shares 46,902 $2.62M 0.27% +7,105 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,636 shares; 2025Q3: 25,638 shares; 2025Q4: 18,663 shares; 2026Q1: 23,204 shares; 2026Q2: 28,819 shares 28,819 $2.59M 0.27% +5,615 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,638 shares; 2024Q4: 12,877 shares; 2025Q1: 11,919 shares; 2025Q2: 10,675 shares; 2025Q3: 10,847 shares; 2025Q4: 10,940 shares; 2026Q1: 10,588 shares; 2026Q2: 10,511 shares 10,511 $2.55M 0.26% -77 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 5,427 shares; 2025Q4: 2,970 shares; 2026Q1: 17,044 shares; 2026Q2: 19,611 shares 19,611 $2.45M 0.25% +2,567 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114,049 shares; 2025Q1: 123,814 shares; 2025Q2: 129,666 shares; 2025Q3: 140,047 shares; 2025Q4: 157,421 shares; 2026Q1: 96,600 shares; 2026Q2: 91,679 shares 91,679 $2.43M 0.25% -4,921 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,381 shares; 2024Q4: 64,183 shares; 2025Q1: 82,845 shares; 2025Q2: 93,522 shares; 2025Q3: 26,454 shares; 2025Q4: 31,093 shares; 2026Q1: 31,383 shares; 2026Q2: 33,274 shares 33,274 $2.43M 0.25% +1,891 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155,335 shares; 2026Q2: 81,072 shares 81,072 $2.35M 0.24% -74,263 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,399 shares; 2024Q4: 4,215 shares; 2025Q1: 4,931 shares; 2025Q2: 4,932 shares; 2025Q3: 4,508 shares; 2025Q4: 4,534 shares; 2026Q1: 4,939 shares; 2026Q2: 6,749 shares 6,749 $2.32M 0.24% +1,810 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,967 shares 51,967 $2.29M 0.24% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 701 shares; 2025Q1: 624 shares; 2025Q2: 519 shares; 2025Q3: 626 shares; 2025Q4: 764 shares; 2026Q1: 1,171 shares; 2026Q2: 1,146 shares 1,146 $2.28M 0.23% -25 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,047 shares; 2026Q2: 56,255 shares 56,255 $2.26M 0.23% +208 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,474 shares; 2025Q3: 5,854 shares; 2025Q4: 5,264 shares; 2026Q1: 19,299 shares; 2026Q2: 21,279 shares 21,279 $2.19M 0.23% +1,980 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,755 shares; 2026Q2: 20,812 shares 20,812 $2.16M 0.22% +1,057 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,558 shares 13,558 $2.15M 0.22% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,084 shares; 2026Q2: 20,717 shares 20,717 $2.12M 0.22% +9,633 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,875 shares; 2026Q2: 39,499 shares 39,499 $2.1M 0.22% +19,624 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,031 shares; 2025Q1: 20,315 shares; 2025Q2: 22,666 shares; 2025Q3: 27,995 shares; 2025Q4: 36,498 shares; 2026Q1: 44,542 shares; 2026Q2: 44,914 shares 44,914 $2.1M 0.22% +372 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,039 shares; 2025Q2: 70,234 shares; 2025Q3: 91,704 shares; 2025Q4: 79,861 shares; 2026Q1: 70,828 shares; 2026Q2: 41,898 shares 41,898 $2.09M 0.21% -28,930 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,289 shares; 2024Q4: 5,245 shares; 2025Q1: 5,034 shares; 2025Q2: 5,018 shares; 2025Q3: 4,896 shares; 2025Q4: 4,969 shares; 2026Q1: 5,341 shares; 2026Q2: 5,394 shares 5,394 $2.08M 0.21% +53 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,552 shares; 2025Q3: 35,850 shares; 2025Q4: 40,919 shares; 2026Q1: 47,904 shares; 2026Q2: 62,295 shares 62,295 $2.07M 0.21% +14,391 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,832 shares; 2025Q1: 1,711 shares; 2025Q2: 2,596 shares; 2025Q3: 2,572 shares; 2025Q4: 2,646 shares; 2026Q1: 3,965 shares; 2026Q2: 4,708 shares 4,708 $1.98M 0.2% +743 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 916 shares; 2025Q1: 943 shares; 2025Q2: 976 shares; 2025Q3: 1,490 shares; 2025Q4: 4,804 shares; 2026Q1: 4,715 shares; 2026Q2: 5,174 shares 5,174 $1.91M 0.2% +459 Timeline IQSM NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,938 shares; 2024Q4: 44,485 shares; 2025Q1: 49,435 shares; 2025Q2: 77,010 shares; 2025Q3: 115,933 shares; 2025Q4: 99,268 shares; 2026Q1: 53,065 shares; 2026Q2: 46,325 shares 46,325 $1.84M 0.19% -6,740 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,631 shares 9,631 $1.78M 0.18% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,307 shares 32,307 $1.72M 0.18% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,533 shares; 2026Q2: 19,098 shares 19,098 $1.7M 0.18% +15,565 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,700 shares; 2025Q4: 15,214 shares; 2026Q1: 12,398 shares; 2026Q2: 19,042 shares 19,042 $1.67M 0.17% +6,644 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 735 shares; 2026Q1: 1,300 shares; 2026Q2: 1,568 shares 1,568 $1.67M 0.17% +268 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,167 shares; 2024Q4: 12,126 shares; 2025Q1: 12,570 shares; 2025Q2: 10,600 shares; 2025Q3: 15,896 shares; 2025Q4: 16,132 shares; 2026Q1: 18,556 shares; 2026Q2: 18,747 shares 18,747 $1.65M 0.17% +191 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,369 shares; 2024Q4: 1,484 shares; 2025Q1: 1,497 shares; 2025Q2: 1,481 shares; 2025Q3: 1,426 shares; 2025Q4: 1,284 shares; 2026Q1: 1,734 shares; 2026Q2: 1,699 shares 1,699 $1.59M 0.16% -35 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 3,999 shares; 2025Q1: 3,891 shares; 2025Q2: 3,727 shares; 2025Q3: 3,571 shares; 2025Q4: 3,579 shares; 2026Q1: 3,179 shares; 2026Q2: 3,233 shares 3,233 $1.59M 0.16% +54 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,235 shares; 2024Q4: 18,237 shares; 2025Q1: 18,141 shares; 2025Q2: 16,873 shares; 2025Q3: 16,510 shares; 2025Q4: 16,335 shares; 2026Q1: 17,860 shares; 2026Q2: 16,566 shares 16,566 $1.58M 0.16% -1,294 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,639 shares; 2026Q2: 15,232 shares 15,232 $1.53M 0.16% -407 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,318 shares 30,318 $1.52M 0.16% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,880 shares; 2026Q2: 29,052 shares 29,052 $1.52M 0.16% -15,828 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,490 shares; 2026Q2: 17,118 shares 17,118 $1.52M 0.16% -372 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,747 shares 53,747 $1.51M 0.15% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,032 shares; 2024Q4: 11,741 shares; 2025Q1: 9,369 shares; 2025Q2: 8,731 shares; 2025Q3: 8,394 shares; 2025Q4: 8,493 shares; 2026Q1: 7,706 shares; 2026Q2: 7,603 shares 7,603 $1.5M 0.15% -103 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,637 shares; 2024Q4: 4,782 shares; 2025Q1: 4,638 shares; 2025Q2: 4,314 shares; 2025Q3: 4,671 shares; 2025Q4: 4,597 shares; 2026Q1: 4,210 shares; 2026Q2: 4,223 shares 4,223 $1.49M 0.15% +13 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,953 shares; 2024Q4: 4,016 shares; 2025Q1: 3,732 shares; 2025Q2: 3,458 shares; 2025Q3: 3,347 shares; 2025Q4: 3,407 shares; 2026Q1: 3,332 shares; 2026Q2: 3,341 shares 3,341 $1.42M 0.15% +9 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,602 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,482 shares; 2025Q4: 2,795 shares; 2026Q1: 10,550 shares; 2026Q2: 10,234 shares 10,234 $1.41M 0.14% -316 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,055 shares 7,055 $1.34M 0.14% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,878 shares; 2026Q2: 45,516 shares 45,516 $1.29M 0.13% -8,362 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,453 shares; 2026Q1: 19,419 shares; 2026Q2: 23,281 shares 23,281 $1.27M 0.13% +3,862 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,716 shares; 2024Q4: 2,662 shares; 2025Q1: 2,811 shares; 2025Q2: 2,388 shares; 2025Q3: 2,377 shares; 2025Q4: 2,665 shares; 2026Q1: 3,638 shares; 2026Q2: 3,606 shares 3,606 $1.26M 0.13% -32 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,536 shares; 2026Q2: 21,117 shares 21,117 $1.26M 0.13% +1,581 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,703 shares; 2024Q4: 1,844 shares; 2025Q1: 1,714 shares; 2025Q2: 2,489 shares; 2025Q3: 2,163 shares; 2025Q4: 2,053 shares; 2026Q1: 2,476 shares; 2026Q2: 2,231 shares 2,231 $1.26M 0.13% -245 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,960 shares; 2025Q3: 19,227 shares; 2025Q4: 15,418 shares; 2026Q1: 16,268 shares; 2026Q2: 18,572 shares 18,572 $1.25M 0.13% +2,304 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,099 shares; 2024Q4: 80,153 shares; 2025Q1: 72,872 shares; 2025Q2: 109,597 shares; 2025Q3: 136,789 shares; 2025Q4: 94,497 shares; 2026Q1: 33,343 shares; 2026Q2: 32,308 shares 32,308 $1.24M 0.13% -1,035 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,180 shares; 2026Q2: 34,029 shares 34,029 $1.23M 0.13% +25,849 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,573 shares; 2024Q4: 8,365 shares; 2025Q1: 6,884 shares; 2025Q2: 7,968 shares; 2025Q3: 9,953 shares; 2025Q4: 10,639 shares; 2026Q1: 11,328 shares; 2026Q2: 10,643 shares 10,643 $1.21M 0.12% -685 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,330 shares; 2025Q1: 1,177 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,354 shares; 2026Q1: 6,122 shares; 2026Q2: 5,183 shares 5,183 $1.18M 0.12% -939 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 557 shares; 2025Q1: 473 shares; 2025Q2: 578 shares; 2025Q3: 631 shares; 2025Q4: 627 shares; 2026Q1: 929 shares; 2026Q2: 1,163 shares 1,163 $1.18M 0.12% +234 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,853 shares; 2025Q1: 7,514 shares; 2025Q2: 7,580 shares; 2025Q3: 6,875 shares; 2025Q4: 7,550 shares; 2026Q1: 8,415 shares; 2026Q2: 9,772 shares 9,772 $1.15M 0.12% +1,357 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,027 shares; 2024Q4: 2,194 shares; 2025Q1: 2,573 shares; 2025Q2: 2,445 shares; 2025Q3: 2,738 shares; 2025Q4: 2,516 shares; 2026Q1: 2,387 shares; 2026Q2: 2,173 shares 2,173 $1.12M 0.11% -214 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,759 shares; 2024Q4: 5,657 shares; 2025Q1: 5,528 shares; 2025Q2: 4,716 shares; 2025Q3: 4,521 shares; 2025Q4: 5,007 shares; 2026Q1: 4,661 shares; 2026Q2: 5,877 shares 5,877 $1.09M 0.11% +1,216 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,612 shares; 2025Q1: 8,684 shares; 2025Q2: 8,081 shares; 2025Q3: 7,878 shares; 2025Q4: 7,492 shares; 2026Q1: 6,467 shares; 2026Q2: 6,271 shares 6,271 $1.07M 0.11% -196 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,646 shares; 2025Q4: 5,104 shares; 2026Q1: 5,763 shares; 2026Q2: 6,539 shares 6,539 $1.06M 0.11% +776 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,411 shares; 2024Q4: 8,017 shares; 2025Q1: 7,678 shares; 2025Q2: 7,099 shares; 2025Q3: 7,086 shares; 2025Q4: 7,143 shares; 2026Q1: 6,854 shares; 2026Q2: 6,961 shares 6,961 $1.05M 0.11% +107 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 1,833 shares; 2025Q1: 1,686 shares; 2025Q2: 1,996 shares; 2025Q3: 2,283 shares; 2025Q4: 2,430 shares; 2026Q1: 2,480 shares; 2026Q2: 2,735 shares 2,735 $1.02M 0.11% +255 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,061 shares; 2024Q4: 1,964 shares; 2025Q1: 1,642 shares; 2025Q2: 1,598 shares; 2025Q3: 1,607 shares; 2025Q4: 4,722 shares; 2026Q1: 4,761 shares; 2026Q2: 4,040 shares 4,040 $1.02M 0.1% -721 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,334 shares; 2026Q2: 23,811 shares 23,811 $1.01M 0.1% +9,477 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; 2024Q3: 4,083 shares; 2024Q4: 4,080 shares; 2025Q1: 3,971 shares; 2025Q2: 3,761 shares; 2025Q3: 3,635 shares; 2025Q4: 3,729 shares; 2026Q1: 3,029 shares; 2026Q2: 2,966 shares 2,966 $980K 0.1% -63 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 1,291 shares; 2025Q1: 1,370 shares; 2025Q2: 1,894 shares; 2025Q3: 1,741 shares; 2025Q4: 1,777 shares; 2026Q1: 1,246 shares; 2026Q2: 1,229 shares 1,229 $977K 0.1% -17 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,959 shares; 2024Q4: 5,220 shares; 2025Q1: 4,999 shares; 2025Q2: 5,427 shares; 2025Q3: 5,547 shares; 2025Q4: 5,970 shares; 2026Q1: 6,503 shares; 2026Q2: 6,174 shares 6,174 $968K 0.1% -329 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,422 shares; 2024Q4: 1,638 shares; 2025Q1: 1,843 shares; 2025Q2: 1,856 shares; 2025Q3: 1,478 shares; 2025Q4: 1,682 shares; 2026Q1: 1,808 shares; 2026Q2: 1,884 shares 1,884 $942K 0.1% +76 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,928 shares; 2024Q4: 4,993 shares; 2025Q1: 4,697 shares; 2025Q2: 4,512 shares; 2025Q3: 4,349 shares; 2025Q4: 5,327 shares; 2026Q1: 6,684 shares; 2026Q2: 6,872 shares 6,872 $940K 0.1% +188 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares; 2026Q2: 777 shares 777 $913K 0.09% -24 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,752 shares; 2025Q1: 3,535 shares; 2025Q2: 3,360 shares; 2025Q3: 3,249 shares; 2025Q4: 3,090 shares; 2026Q1: 2,553 shares; 2026Q2: 2,476 shares 2,476 $903K 0.09% -77 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,087 shares; 2026Q2: 13,232 shares 13,232 $900K 0.09% -855 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,083 shares; 2024Q4: 3,166 shares; 2025Q1: 4,432 shares; 2025Q2: 3,376 shares; 2025Q3: 12,297 shares; 2025Q4: 10,748 shares; 2026Q1: 5,414 shares; 2026Q2: 7,622 shares 7,622 $892K 0.09% +2,208 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,682 shares; 2024Q4: 3,296 shares; 2025Q1: 4,227 shares; 2025Q2: 3,092 shares; 2025Q3: 3,151 shares; 2025Q4: 4,051 shares; 2026Q1: 7,361 shares; 2026Q2: 8,157 shares 8,157 $879K 0.09% +796 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,961 shares; 2024Q4: 1,978 shares; 2025Q1: 2,005 shares; 2025Q2: 2,447 shares; 2025Q3: 2,240 shares; 2025Q4: 2,270 shares; 2026Q1: 4,490 shares; 2026Q2: 3,994 shares 3,994 $851K 0.09% -496 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,220 shares; 2024Q4: 14,293 shares; 2025Q1: 127,293 shares; 2025Q2: 184,335 shares; 2025Q3: 36,597 shares; 2025Q4: 33,563 shares; 2026Q1: 22,603 shares; 2026Q2: 16,784 shares 16,784 $849K 0.09% -5,819 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; 2024Q3: 8,089 shares; 2024Q4: 8,064 shares; 2025Q1: 8,101 shares; 2025Q2: 7,445 shares; 2025Q3: 7,180 shares; 2025Q4: 6,921 shares; 2026Q1: 6,248 shares; 2026Q2: 6,205 shares 6,205 $836K 0.09% -43 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,419 shares 9,419 $826K 0.08% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,486 shares; 2024Q4: 9,457 shares; 2025Q1: 8,234 shares; 2025Q2: 8,227 shares; 2025Q3: 8,061 shares; 2025Q4: 9,059 shares; 2026Q1: 9,209 shares; 2026Q2: 10,036 shares 10,036 $816K 0.08% +827 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 23,235 shares; 2025Q4: 21,977 shares; 2026Q1: 15,804 shares; 2026Q2: 15,804 shares 15,804 $814K 0.08% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,576 shares; 2024Q4: 3,772 shares; 2025Q1: 3,559 shares; 2025Q2: 2,793 shares; 2025Q3: 3,257 shares; 2025Q4: 3,467 shares; 2026Q1: 3,992 shares; 2026Q2: 3,676 shares 3,676 $811K 0.08% -316 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,441 shares; 2024Q4: 14,806 shares; 2025Q1: 15,490 shares; 2025Q2: 13,232 shares; 2025Q3: 12,612 shares; 2025Q4: 13,888 shares; 2026Q1: 18,478 shares; 2026Q2: 19,009 shares 19,009 $805K 0.08% +531 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,047 shares; 2025Q3: 7,537 shares; 2025Q4: 5,139 shares; 2026Q1: 7,164 shares; 2026Q2: 9,980 shares 9,980 $804K 0.08% +2,816 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 1,848 shares; 2025Q1: 1,603 shares; 2025Q2: 1,604 shares; 2025Q3: 1,870 shares; 2025Q4: 2,500 shares; 2026Q1: 3,076 shares; 2026Q2: 3,098 shares 3,098 $787K 0.08% +22 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,361 shares 15,361 $777K 0.08% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,442 shares; 2024Q4: 11,223 shares; 2025Q1: 9,270 shares; 2025Q2: 9,566 shares; 2025Q3: 10,461 shares; 2025Q4: 11,963 shares; 2026Q1: 13,289 shares; 2026Q2: 13,443 shares 13,443 $766K 0.08% +154 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,162 shares; 2026Q2: 9,134 shares 9,134 $757K 0.08% -4,028 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,570 shares 2,570 $755K 0.08% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares; 2026Q1: 948 shares; 2026Q2: 3,437 shares 3,437 $744K 0.08% +2,489 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,628 shares; 2024Q4: 5,058 shares; 2025Q1: not reported; 2025Q2: 3,714 shares; 2025Q3: 4,243 shares; 2025Q4: 4,509 shares; 2026Q1: 4,412 shares; 2026Q2: 4,373 shares 4,373 $742K 0.08% -39 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,728 shares; 2024Q4: 6,923 shares; 2025Q1: 5,329 shares; 2025Q2: 6,379 shares; 2025Q3: 6,492 shares; 2025Q4: 6,606 shares; 2026Q1: 7,390 shares; 2026Q2: 7,015 shares 7,015 $736K 0.08% -375 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,710 shares; 2026Q2: 9,328 shares 9,328 $727K 0.07% -4,382 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,162 shares; 2025Q4: 3,616 shares; 2026Q1: 4,265 shares; 2026Q2: 4,663 shares 4,663 $720K 0.07% +398 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,610 shares; 2024Q4: 6,265 shares; 2025Q1: 5,783 shares; 2025Q2: 5,104 shares; 2025Q3: 5,040 shares; 2025Q4: 4,817 shares; 2026Q1: 4,827 shares; 2026Q2: 4,882 shares 4,882 $715K 0.07% +55 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 639 shares; 2025Q3: 447 shares; 2025Q4: 760 shares; 2026Q1: 1,020 shares; 2026Q2: 1,124 shares 1,124 $713K 0.07% +104 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,239 shares; 2024Q4: 5,858 shares; 2025Q1: 4,761 shares; 2025Q2: 3,790 shares; 2025Q3: 3,654 shares; 2025Q4: 3,727 shares; 2026Q1: 5,663 shares; 2026Q2: 4,850 shares 4,850 $709K 0.07% -813 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,218 shares; 2024Q4: 8,551 shares; 2025Q1: 8,115 shares; 2025Q2: 7,808 shares; 2025Q3: 7,326 shares; 2025Q4: 6,864 shares; 2026Q1: 7,221 shares; 2026Q2: 6,919 shares 6,919 $708K 0.07% -302 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,983 shares; 2024Q4: 2,749 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,182 shares; 2026Q1: 4,900 shares; 2026Q2: 5,502 shares 5,502 $707K 0.07% +602 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,944 shares; 2024Q4: 11,865 shares; 2025Q1: 10,059 shares; 2025Q2: 9,305 shares; 2025Q3: 9,046 shares; 2025Q4: 9,302 shares; 2026Q1: 8,554 shares; 2026Q2: 8,591 shares 8,591 $677K 0.07% +37 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,090 shares 5,090 $673K 0.07% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,115 shares; 2025Q1: 1,593 shares; 2025Q2: 1,400 shares; 2025Q3: 1,106 shares; 2025Q4: 1,372 shares; 2026Q1: 1,685 shares; 2026Q2: 2,208 shares 2,208 $658K 0.07% +523 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 999 shares; 2025Q1: 882 shares; 2025Q2: 779 shares; 2025Q3: 673 shares; 2025Q4: 740 shares; 2026Q1: 481 shares; 2026Q2: 474 shares 474 $644K 0.07% -7 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,478 shares; 2024Q4: 4,590 shares; 2025Q1: 4,903 shares; 2025Q2: 5,618 shares; 2025Q3: 5,179 shares; 2025Q4: 4,850 shares; 2026Q1: 5,465 shares; 2026Q2: 5,491 shares 5,491 $639K 0.07% +26 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 1,849 shares; 2025Q1: 1,602 shares; 2025Q2: 891 shares; 2025Q3: 851 shares; 2025Q4: 976 shares; 2026Q1: 1,171 shares; 2026Q2: 1,531 shares 1,531 $636K 0.07% +360 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,454 shares; 2025Q2: 4,032 shares; 2025Q3: 4,602 shares; 2025Q4: 4,798 shares; 2026Q1: 5,454 shares; 2026Q2: 5,951 shares 5,951 $635K 0.07% +497 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,337 shares; 2024Q4: 1,341 shares; 2025Q1: 1,395 shares; 2025Q2: 1,707 shares; 2025Q3: 1,848 shares; 2025Q4: 961 shares; 2026Q1: 1,228 shares; 2026Q2: 1,217 shares 1,217 $632K 0.06% -11 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares; 2026Q2: 3,846 shares 3,846 $627K 0.06% +246 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,686 shares; 2026Q2: 5,126 shares 5,126 $624K 0.06% -2,560 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,913 shares; 2026Q2: 11,285 shares 11,285 $621K 0.06% -7,628 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,155 shares; 2025Q4: 10,942 shares; 2026Q1: 12,734 shares; 2026Q2: 13,023 shares 13,023 $612K 0.06% +289 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: 801 shares; 2025Q1: 891 shares; 2025Q2: 957 shares; 2025Q3: 882 shares; 2025Q4: 8,970 shares; 2026Q1: 10,498 shares; 2026Q2: 8,512 shares 8,512 $608K 0.06% -1,986 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,828 shares; 2024Q4: 28,404 shares; 2025Q1: 27,326 shares; 2025Q2: 27,903 shares; 2025Q3: 28,136 shares; 2025Q4: 29,012 shares; 2026Q1: 28,942 shares; 2026Q2: 29,947 shares 29,947 $596K 0.06% +1,005 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 2,173 shares; 2025Q1: 2,097 shares; 2025Q2: 2,468 shares; 2025Q3: 2,431 shares; 2025Q4: 2,334 shares; 2026Q1: 2,386 shares; 2026Q2: 3,133 shares 3,133 $594K 0.06% +747 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,858 shares; 2024Q4: 5,765 shares; 2025Q1: 5,952 shares; 2025Q2: 5,380 shares; 2025Q3: 6,129 shares; 2025Q4: 5,825 shares; 2026Q1: 6,692 shares; 2026Q2: 7,095 shares 7,095 $593K 0.06% +403 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 1,711 shares; 2025Q1: 1,415 shares; 2025Q2: 760 shares; 2025Q3: 1,033 shares; 2025Q4: 1,164 shares; 2026Q1: 1,388 shares; 2026Q2: 1,171 shares 1,171 $587K 0.06% -217 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,896 shares; 2025Q1: 1,944 shares; 2025Q2: 1,991 shares; 2025Q3: 1,928 shares; 2025Q4: 2,023 shares; 2026Q1: 1,510 shares; 2026Q2: 1,438 shares 1,438 $586K 0.06% -72 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,726 shares; 2025Q3: 3,164 shares; 2025Q4: 3,159 shares; 2026Q1: 5,829 shares; 2026Q2: 6,131 shares 6,131 $583K 0.06% +302 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,013 shares; 2026Q2: 11,609 shares 11,609 $583K 0.06% +6,596 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,578 shares; 2024Q4: 5,494 shares; 2025Q1: 6,009 shares; 2025Q2: 5,333 shares; 2025Q3: 4,995 shares; 2025Q4: 7,371 shares; 2026Q1: 5,950 shares; 2026Q2: 6,031 shares 6,031 $580K 0.06% +81 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares; 2026Q1: 2,629 shares; 2026Q2: 2,779 shares 2,779 $575K 0.06% +150 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,689 shares; 2024Q4: 5,566 shares; 2025Q1: 6,532 shares; 2025Q2: 6,797 shares; 2025Q3: 4,159 shares; 2025Q4: 6,894 shares; 2026Q1: 8,694 shares; 2026Q2: 8,973 shares 8,973 $560K 0.06% +279 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares; 2026Q2: 6,897 shares 6,897 $556K 0.06% +5,977 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,128 shares 24,128 $553K 0.06% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,615 shares; 2024Q4: 3,481 shares; 2025Q1: 3,207 shares; 2025Q2: 3,023 shares; 2025Q3: 2,838 shares; 2025Q4: 3,144 shares; 2026Q1: 4,079 shares; 2026Q2: 3,761 shares 3,761 $551K 0.06% -318 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,267 shares; 2026Q2: 8,267 shares 8,267 $551K 0.06% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,253 shares; 2025Q3: 1,831 shares; 2025Q4: 1,958 shares; 2026Q1: 2,329 shares; 2026Q2: 2,312 shares 2,312 $551K 0.06% -17 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,257 shares; 2024Q4: 9,094 shares; 2025Q1: 11,289 shares; 2025Q2: 9,699 shares; 2025Q3: 9,295 shares; 2025Q4: 9,536 shares; 2026Q1: 11,502 shares; 2026Q2: 11,753 shares 11,753 $548K 0.06% +251 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,682 shares; 2025Q1: 1,448 shares; 2025Q2: 1,308 shares; 2025Q3: 1,346 shares; 2025Q4: 1,476 shares; 2026Q1: 1,070 shares; 2026Q2: 1,011 shares 1,011 $548K 0.06% -59 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,385 shares; 2024Q4: 25,299 shares; 2025Q1: 25,928 shares; 2025Q2: 24,092 shares; 2025Q3: 25,019 shares; 2025Q4: 23,809 shares; 2026Q1: 22,817 shares; 2026Q2: 23,155 shares 23,155 $546K 0.06% +338 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,182 shares; 2024Q4: 10,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,448 shares; 2026Q2: 12,099 shares 12,099 $546K 0.06% +651 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,887 shares 4,887 $533K 0.05% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,324 shares; 2024Q4: 5,997 shares; 2025Q1: 6,485 shares; 2025Q2: 6,505 shares; 2025Q3: 6,487 shares; 2025Q4: 6,524 shares; 2026Q1: 7,374 shares; 2026Q2: 7,257 shares 7,257 $524K 0.05% -117 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,358 shares 5,358 $517K 0.05% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 2,484 shares; 2025Q1: 2,138 shares; 2025Q2: 2,341 shares; 2025Q3: 2,488 shares; 2025Q4: 2,911 shares; 2026Q1: 3,553 shares; 2026Q2: 3,786 shares 3,786 $513K 0.05% +233 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 3,595 shares; 2025Q1: 3,414 shares; 2025Q2: 2,601 shares; 2025Q3: 3,442 shares; 2025Q4: 4,109 shares; 2026Q1: 4,479 shares; 2026Q2: 3,785 shares 3,785 $512K 0.05% -694 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,256 shares 4,256 $509K 0.05% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,261 shares; 2025Q1: 1,552 shares; 2025Q2: 1,436 shares; 2025Q3: 1,435 shares; 2025Q4: 1,413 shares; 2026Q1: 1,323 shares; 2026Q2: 1,111 shares 1,111 $503K 0.05% -212 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,895 shares 5,895 $487K 0.05% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,931 shares; 2024Q4: 4,474 shares; 2025Q1: 4,562 shares; 2025Q2: 3,697 shares; 2025Q3: 3,400 shares; 2025Q4: 4,039 shares; 2026Q1: 3,915 shares; 2026Q2: 3,768 shares 3,768 $486K 0.05% -147 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,879 shares; 2026Q2: 2,548 shares 2,548 $483K 0.05% -1,331 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,170 shares; 2025Q1: 1,349 shares; 2025Q2: 1,246 shares; 2025Q3: 774 shares; 2025Q4: 966 shares; 2026Q1: 1,177 shares; 2026Q2: 1,251 shares 1,251 $468K 0.05% +74 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,882 shares 18,882 $463K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,679 shares; 2024Q4: 1,611 shares; 2025Q1: 1,240 shares; 2025Q2: 875 shares; 2025Q3: 1,120 shares; 2025Q4: 1,657 shares; 2026Q1: 2,305 shares; 2026Q2: 2,063 shares 2,063 $460K 0.05% -242 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 3,591 shares; 2025Q1: 3,562 shares; 2025Q2: 4,447 shares; 2025Q3: 4,412 shares; 2025Q4: 4,679 shares; 2026Q1: 4,726 shares; 2026Q2: 4,750 shares 4,750 $459K 0.05% +24 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,564 shares; 2024Q4: 5,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,821 shares; 2025Q4: 5,487 shares; 2026Q1: 5,223 shares; 2026Q2: 5,803 shares 5,803 $457K 0.05% +580 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,774 shares; 2024Q4: 29,333 shares; 2025Q1: 28,803 shares; 2025Q2: 32,055 shares; 2025Q3: 30,726 shares; 2025Q4: 30,119 shares; 2026Q1: 33,630 shares; 2026Q2: 32,775 shares 32,775 $452K 0.05% -855 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,585 shares; 2025Q1: 1,632 shares; 2025Q2: 1,370 shares; 2025Q3: 1,388 shares; 2025Q4: 1,518 shares; 2026Q1: 1,562 shares; 2026Q2: 1,449 shares 1,449 $449K 0.05% -113 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,630 shares; 2024Q4: 11,263 shares; 2025Q1: 9,157 shares; 2025Q2: 9,295 shares; 2025Q3: 9,296 shares; 2025Q4: 12,710 shares; 2026Q1: 15,663 shares; 2026Q2: 18,646 shares 18,646 $449K 0.05% +2,983 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,831 shares; 2024Q4: 3,018 shares; 2025Q1: 2,616 shares; 2025Q2: 2,691 shares; 2025Q3: 2,335 shares; 2025Q4: 2,363 shares; 2026Q1: 1,563 shares; 2026Q2: 1,574 shares 1,574 $443K 0.05% +11 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,109 shares; 2026Q1: 2,510 shares; 2026Q2: 3,122 shares 3,122 $437K 0.04% +612 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,740 shares; 2024Q4: 13,314 shares; 2025Q1: 15,900 shares; 2025Q2: 15,336 shares; 2025Q3: 14,439 shares; 2025Q4: 12,841 shares; 2026Q1: 15,410 shares; 2026Q2: 15,526 shares 15,526 $436K 0.04% +116 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: 2,973 shares; 2025Q1: not reported; 2025Q2: 1,586 shares; 2025Q3: not reported; 2025Q4: 2,019 shares; 2026Q1: 2,469 shares; 2026Q2: 2,107 shares 2,107 $433K 0.04% -362 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: 4,179 shares; 2025Q1: 3,771 shares; 2025Q2: 4,115 shares; 2025Q3: 4,027 shares; 2025Q4: 3,792 shares; 2026Q1: 3,709 shares; 2026Q2: 3,847 shares 3,847 $430K 0.04% +138 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,525 shares; 2024Q4: 9,830 shares; 2025Q1: 9,537 shares; 2025Q2: 8,656 shares; 2025Q3: 8,704 shares; 2025Q4: 9,301 shares; 2026Q1: 6,646 shares; 2026Q2: 5,177 shares 5,177 $428K 0.04% -1,469 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 836 shares; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,244 shares; 2026Q2: 1,568 shares 1,568 $426K 0.04% +324 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,474 shares 4,474 $423K 0.04% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,552 shares; 2024Q4: 11,679 shares; 2025Q1: 11,577 shares; 2025Q2: 8,923 shares; 2025Q3: 8,921 shares; 2025Q4: 8,816 shares; 2026Q1: 8,816 shares; 2026Q2: 8,816 shares 8,816 $423K 0.04% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,771 shares 4,771 $422K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,055 shares; 2024Q4: 6,781 shares; 2025Q1: 5,379 shares; 2025Q2: 5,056 shares; 2025Q3: 4,948 shares; 2025Q4: 4,485 shares; 2026Q1: 4,699 shares; 2026Q2: 4,812 shares 4,812 $422K 0.04% +113 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,385 shares; 2025Q1: 1,324 shares; 2025Q2: 1,298 shares; 2025Q3: 1,065 shares; 2025Q4: 1,261 shares; 2026Q1: 1,371 shares; 2026Q2: 1,331 shares 1,331 $422K 0.04% -40 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 896 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857 shares; 2026Q1: 1,046 shares; 2026Q2: 1,050 shares 1,050 $422K 0.04% +4 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,349 shares; 2024Q4: 2,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,532 shares; 2026Q1: 1,971 shares; 2026Q2: 2,372 shares 2,372 $417K 0.04% +401 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,319 shares; 2026Q1: 2,623 shares; 2026Q2: 2,497 shares 2,497 $414K 0.04% -126 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,812 shares; 2025Q3: 2,261 shares; 2025Q4: 2,494 shares; 2026Q1: 2,464 shares; 2026Q2: 2,437 shares 2,437 $411K 0.04% -27 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,612 shares; 2025Q1: 1,365 shares; 2025Q2: 1,017 shares; 2025Q3: 1,053 shares; 2025Q4: 1,128 shares; 2026Q1: 1,347 shares; 2026Q2: 1,290 shares 1,290 $409K 0.04% -57 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,604 shares; 2026Q2: 1,713 shares 1,713 $407K 0.04% -891 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 968 shares; 2025Q1: 1,350 shares; 2025Q2: 1,101 shares; 2025Q3: not reported; 2025Q4: 1,146 shares; 2026Q1: 1,390 shares; 2026Q2: 1,270 shares 1,270 $401K 0.04% -120 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,551 shares; 2026Q2: 3,165 shares 3,165 $394K 0.04% -4,386 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,502 shares; 2024Q4: 1,605 shares; 2025Q1: 1,631 shares; 2025Q2: 1,456 shares; 2025Q3: 1,332 shares; 2025Q4: 1,374 shares; 2026Q1: 1,327 shares; 2026Q2: 1,385 shares 1,385 $394K 0.04% +58 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,621 shares; 2024Q4: 11,963 shares; 2025Q1: 15,297 shares; 2025Q2: 15,645 shares; 2025Q3: 15,308 shares; 2025Q4: 11,222 shares; 2026Q1: 15,796 shares; 2026Q2: 15,785 shares 15,785 $392K 0.04% -11 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,291 shares 1,291 $391K 0.04% new Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,713 shares 7,713 $390K 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,233 shares 7,233 $388K 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares; 2026Q2: 508 shares 508 $384K 0.04% -126 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,056 shares; 2024Q4: 4,398 shares; 2025Q1: 4,911 shares; 2025Q2: 4,717 shares; 2025Q3: 3,838 shares; 2025Q4: 4,070 shares; 2026Q1: 4,044 shares; 2026Q2: 4,251 shares 4,251 $380K 0.04% +207 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,241 shares; 2026Q2: 4,960 shares 4,960 $380K 0.04% -5,281 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,221 shares; 2024Q4: 13,350 shares; 2025Q1: 13,195 shares; 2025Q2: 12,964 shares; 2025Q3: 11,699 shares; 2025Q4: 12,027 shares; 2026Q1: 13,767 shares; 2026Q2: 18,341 shares 18,341 $380K 0.04% +4,574 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,636 shares; 2025Q4: 1,644 shares; 2026Q1: 2,093 shares; 2026Q2: 2,102 shares 2,102 $371K 0.04% +9 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,940 shares; 2024Q4: 7,325 shares; 2025Q1: 6,357 shares; 2025Q2: 6,195 shares; 2025Q3: 4,962 shares; 2025Q4: 5,728 shares; 2026Q1: 5,569 shares; 2026Q2: 5,211 shares 5,211 $365K 0.04% -358 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,182 shares; 2026Q2: 6,822 shares 6,822 $360K 0.04% -2,360 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,947 shares; 2026Q2: 7,125 shares 7,125 $359K 0.04% +178 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,468 shares; 2026Q2: 7,603 shares 7,603 $356K 0.04% -2,865 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,835 shares; 2026Q2: 12,945 shares 12,945 $355K 0.04% +10,110 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,696 shares; 2025Q1: 1,302 shares; 2025Q2: 1,192 shares; 2025Q3: 765 shares; 2025Q4: 947 shares; 2026Q1: 1,023 shares; 2026Q2: 976 shares 976 $354K 0.04% -47 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 1,064 shares; 2025Q1: 984 shares; 2025Q2: 973 shares; 2025Q3: 919 shares; 2025Q4: 964 shares; 2026Q1: 1,456 shares; 2026Q2: 1,302 shares 1,302 $352K 0.04% -154 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,454 shares; 2024Q4: 4,424 shares; 2025Q1: 3,765 shares; 2025Q2: 4,385 shares; 2025Q3: 4,097 shares; 2025Q4: 4,429 shares; 2026Q1: 4,436 shares; 2026Q2: 4,239 shares 4,239 $350K 0.04% -197 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,798 shares; 2024Q4: 5,248 shares; 2025Q1: 5,785 shares; 2025Q2: 5,259 shares; 2025Q3: 4,973 shares; 2025Q4: 4,862 shares; 2026Q1: 4,751 shares; 2026Q2: 4,805 shares 4,805 $344K 0.04% +54 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,541 shares; 2024Q4: 1,320 shares; 2025Q1: 1,067 shares; 2025Q2: 948 shares; 2025Q3: 886 shares; 2025Q4: 928 shares; 2026Q1: 966 shares; 2026Q2: 937 shares 937 $339K 0.03% -29 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,889 shares; 2026Q1: 1,878 shares; 2026Q2: 1,917 shares 1,917 $338K 0.03% +39 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,144 shares; 2025Q4: 2,424 shares; 2026Q1: 2,394 shares; 2026Q2: 2,042 shares 2,042 $336K 0.03% -352 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,445 shares 4,445 $334K 0.03% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,620 shares 1,620 $334K 0.03% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,092 shares; 2025Q1: 1,968 shares; 2025Q2: 2,223 shares; 2025Q3: 1,970 shares; 2025Q4: 1,982 shares; 2026Q1: 2,111 shares; 2026Q2: 1,824 shares 1,824 $330K 0.03% -287 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,879 shares; 2024Q4: 2,820 shares; 2025Q1: 2,875 shares; 2025Q2: 2,623 shares; 2025Q3: 2,405 shares; 2025Q4: 2,277 shares; 2026Q1: 1,346 shares; 2026Q2: 1,468 shares 1,468 $329K 0.03% +122 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: 1,233 shares; 2025Q1: 1,280 shares; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 1,116 shares; 2026Q1: 1,219 shares; 2026Q2: 1,235 shares 1,235 $328K 0.03% +16 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138 shares; 2024Q4: 1,108 shares; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 704 shares; 2025Q4: 757 shares; 2026Q1: 908 shares; 2026Q2: 969 shares 969 $328K 0.03% +61 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares; 2026Q1: 1,380 shares; 2026Q2: 1,288 shares 1,288 $326K 0.03% -92 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 4,317 shares; 2025Q1: 3,591 shares; 2025Q2: 3,348 shares; 2025Q3: 3,392 shares; 2025Q4: 3,500 shares; 2026Q1: 1,789 shares; 2026Q2: 1,586 shares 1,586 $325K 0.03% -203 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,003 shares; 2026Q2: 1,081 shares 1,081 $325K 0.03% +78 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,395 shares; 2025Q4: 5,395 shares; 2026Q1: 5,866 shares; 2026Q2: 5,395 shares 5,395 $321K 0.03% -471 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,467 shares; 2024Q4: 3,382 shares; 2025Q1: 3,128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,693 shares; 2026Q2: 5,549 shares 5,549 $321K 0.03% -144 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,560 shares; 2026Q2: 2,636 shares 2,636 $320K 0.03% +76 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,663 shares; 2025Q2: 9,433 shares; 2025Q3: 5,570 shares; 2025Q4: 5,480 shares; 2026Q1: 1,717 shares; 2026Q2: 1,576 shares 1,576 $319K 0.03% -141 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,264 shares; 2026Q2: 929 shares 929 $318K 0.03% -335 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,796 shares; 2024Q4: 14,493 shares; 2025Q1: 14,372 shares; 2025Q2: 14,956 shares; 2025Q3: 14,564 shares; 2025Q4: 15,003 shares; 2026Q1: 14,074 shares; 2026Q2: 12,675 shares 12,675 $318K 0.03% -1,399 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,371 shares; 2024Q4: 8,012 shares; 2025Q1: 8,636 shares; 2025Q2: 6,999 shares; 2025Q3: 5,636 shares; 2025Q4: 9,874 shares; 2026Q1: 10,614 shares; 2026Q2: 8,284 shares 8,284 $317K 0.03% -2,330 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,690 shares; 2025Q4: 5,690 shares; 2026Q1: 5,686 shares; 2026Q2: 5,685 shares 5,685 $313K 0.03% -1 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,297 shares; 2026Q2: 6,296 shares 6,296 $310K 0.03% -1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,902 shares; 2026Q1: 2,383 shares; 2026Q2: 2,448 shares 2,448 $310K 0.03% +65 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,797 shares; 2024Q4: 2,805 shares; 2025Q1: 2,967 shares; 2025Q2: 3,223 shares; 2025Q3: 2,640 shares; 2025Q4: 2,903 shares; 2026Q1: 2,834 shares; 2026Q2: 2,731 shares 2,731 $305K 0.03% -103 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; 2024Q3: 517 shares; 2024Q4: 475 shares; 2025Q1: 403 shares; 2025Q2: 4,916 shares; 2025Q3: 4,534 shares; 2025Q4: 4,304 shares; 2026Q1: 3,340 shares; 2026Q2: 3,302 shares 3,302 $304K 0.03% -38 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,824 shares; 2024Q4: 4,676 shares; 2025Q1: 3,678 shares; 2025Q2: 3,087 shares; 2025Q3: 2,909 shares; 2025Q4: 2,570 shares; 2026Q1: 2,361 shares; 2026Q2: 2,278 shares 2,278 $302K 0.03% -83 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,630 shares; 2026Q1: 13,196 shares; 2026Q2: 16,646 shares 16,646 $301K 0.03% +3,450 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,647 shares; 2025Q1: 1,749 shares; 2025Q2: 1,736 shares; 2025Q3: 1,646 shares; 2025Q4: 1,575 shares; 2026Q1: 1,599 shares; 2026Q2: 1,503 shares 1,503 $300K 0.03% -96 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,464 shares; 2025Q2: 3,441 shares; 2025Q3: 3,502 shares; 2025Q4: 3,086 shares; 2026Q1: 2,868 shares; 2026Q2: 2,663 shares 2,663 $299K 0.03% -205 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,337 shares; 2026Q1: 5,120 shares; 2026Q2: 4,922 shares 4,922 $296K 0.03% -198 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,466 shares 5,466 $292K 0.03% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,186 shares; 2025Q1: 12,422 shares; 2025Q2: not reported; 2025Q3: 10,550 shares; 2025Q4: 12,254 shares; 2026Q1: 12,954 shares; 2026Q2: 13,065 shares 13,065 $292K 0.03% +111 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,639 shares; 2024Q4: 15,718 shares; 2025Q1: 17,077 shares; 2025Q2: 18,879 shares; 2025Q3: 16,996 shares; 2025Q4: 16,337 shares; 2026Q1: 13,950 shares; 2026Q2: 14,509 shares 14,509 $291K 0.03% +559 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 442 shares 442 $290K 0.03% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,514 shares 10,514 $286K 0.03% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,339 shares; 2026Q2: 8,179 shares 8,179 $285K 0.03% -37,160 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,810 shares; 2026Q2: 1,799 shares 1,799 $284K 0.03% -11 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,761 shares; 2026Q2: 6,578 shares 6,578 $284K 0.03% -3,183 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 1,062 shares; 2026Q2: 994 shares 994 $281K 0.03% -68 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 1,130 shares; 2025Q1: 949 shares; 2025Q2: 680 shares; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: not reported; 2026Q2: 721 shares 721 $279K 0.03% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,038 shares 1,038 $277K 0.03% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,602 shares 2,602 $277K 0.03% new Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,235 shares 5,235 $274K 0.03% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 2,128 shares; 2025Q1: 1,657 shares; 2025Q2: 2,001 shares; 2025Q3: 2,224 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,703 shares 1,703 $271K 0.03% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,711 shares; 2025Q1: 4,339 shares; 2025Q2: 4,498 shares; 2025Q3: 4,364 shares; 2025Q4: 4,397 shares; 2026Q1: 3,790 shares; 2026Q2: 3,437 shares 3,437 $269K 0.03% -353 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 633 shares; 2025Q1: 813 shares; 2025Q2: 630 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: not reported; 2026Q2: 805 shares 805 $267K 0.03% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,589 shares; 2026Q2: 11,476 shares 11,476 $266K 0.03% +887 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,679 shares; 2026Q2: 10,502 shares 10,502 $265K 0.03% +823 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,073 shares; 2026Q2: 10,942 shares 10,942 $265K 0.03% +869 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 349 shares 349 $265K 0.03% -1 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,003 shares; 2026Q2: 10,876 shares 10,876 $264K 0.03% +873 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,445 shares 2,445 $263K 0.03% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,231 shares; 2026Q2: 3,238 shares 3,238 $262K 0.03% +7 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: not reported; 2025Q4: 2,929 shares; 2026Q1: 3,513 shares; 2026Q2: 3,354 shares 3,354 $260K 0.03% -159 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,102 shares 7,102 $260K 0.03% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,712 shares; 2026Q2: 5,098 shares 5,098 $257K 0.03% +386 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,856 shares; 2026Q2: 4,517 shares 4,517 $257K 0.03% +661 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 739 shares; 2025Q4: 723 shares; 2026Q1: 634 shares; 2026Q2: 632 shares 632 $254K 0.03% -2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,276 shares; 2026Q2: 2,409 shares 2,409 $250K 0.03% +133 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 989 shares; 2025Q1: 1,316 shares; 2025Q2: 983 shares; 2025Q3: 958 shares; 2025Q4: 1,028 shares; 2026Q1: 1,110 shares; 2026Q2: 880 shares 880 $249K 0.03% -230 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,388 shares; 2026Q2: 4,411 shares 4,411 $249K 0.03% +23 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,819 shares; 2024Q4: 4,307 shares; 2025Q1: 3,873 shares; 2025Q2: 3,401 shares; 2025Q3: 3,263 shares; 2025Q4: not reported; 2026Q1: 3,357 shares; 2026Q2: 3,333 shares 3,333 $248K 0.03% -24 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,589 shares; 2026Q2: 3,378 shares 3,378 $247K 0.03% -211 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472 shares; 2026Q2: 470 shares 470 $247K 0.03% -2 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 594 shares; 2025Q1: 524 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: 360 shares; 2026Q1: 694 shares; 2026Q2: 619 shares 619 $246K 0.03% -75 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 258,306 shares 258,306 $245K 0.03% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,941 shares; 2025Q4: 5,011 shares; 2026Q1: 4,973 shares; 2026Q2: 4,845 shares 4,845 $245K 0.03% -128 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 765 shares 765 $243K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,875 shares 4,875 $242K 0.02% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,386 shares; 2026Q2: 7,112 shares 7,112 $241K 0.02% -3,274 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,219 shares 2,219 $240K 0.02% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 2,331 shares; 2025Q1: 2,225 shares; 2025Q2: 2,503 shares; 2025Q3: 1,962 shares; 2025Q4: 1,844 shares; 2026Q1: 1,555 shares; 2026Q2: 1,558 shares 1,558 $240K 0.02% +3 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,537 shares; 2024Q4: 6,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,876 shares; 2026Q1: 4,938 shares; 2026Q2: 5,226 shares 5,226 $240K 0.02% +288 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,491 shares; 2026Q2: 6,431 shares 6,431 $240K 0.02% +940 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,541 shares; 2026Q2: 7,528 shares 7,528 $239K 0.02% +987 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 373 shares 373 $239K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,485 shares; 2024Q4: 4,055 shares; 2025Q1: 2,948 shares; 2025Q2: 2,139 shares; 2025Q3: 2,051 shares; 2025Q4: 2,732 shares; 2026Q1: 1,558 shares; 2026Q2: 1,251 shares 1,251 $238K 0.02% -307 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 2,065 shares; 2025Q1: 1,852 shares; 2025Q2: 1,606 shares; 2025Q3: 1,438 shares; 2025Q4: 1,536 shares; 2026Q1: 1,802 shares; 2026Q2: 1,507 shares 1,507 $236K 0.02% -295 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,696 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,326 shares 4,326 $235K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,279 shares; 2025Q4: 1,518 shares; 2026Q1: 1,594 shares; 2026Q2: 1,989 shares 1,989 $232K 0.02% +395 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,509 shares; 2026Q2: 859 shares 859 $231K 0.02% -650 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 758 shares; 2026Q2: 615 shares 615 $229K 0.02% -143 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,917 shares; 2024Q4: 2,052 shares; 2025Q1: 1,776 shares; 2025Q2: 1,881 shares; 2025Q3: 1,713 shares; 2025Q4: 5,226 shares; 2026Q1: 3,179 shares; 2026Q2: 2,486 shares 2,486 $226K 0.02% -693 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,804 shares; 2024Q4: 2,199 shares; 2025Q1: 2,124 shares; 2025Q2: 1,786 shares; 2025Q3: 1,391 shares; 2025Q4: 1,270 shares; 2026Q1: 803 shares; 2026Q2: 817 shares 817 $225K 0.02% +14 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,702 shares 2,702 $225K 0.02% new Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,262 shares 11,262 $225K 0.02% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,164 shares; 2024Q4: 7,912 shares; 2025Q1: 8,214 shares; 2025Q2: 8,222 shares; 2025Q3: 7,108 shares; 2025Q4: 6,743 shares; 2026Q1: not reported; 2026Q2: 5,081 shares 5,081 $223K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321 shares; 2025Q4: not reported; 2026Q1: 284 shares; 2026Q2: 264 shares 264 $219K 0.02% -20 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 753 shares; 2025Q1: 798 shares; 2025Q2: 680 shares; 2025Q3: 578 shares; 2025Q4: 617 shares; 2026Q1: 877 shares; 2026Q2: 1,065 shares 1,065 $218K 0.02% +188 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares; 2026Q2: 511 shares 511 $218K 0.02% -165 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,597 shares; 2026Q2: 4,303 shares 4,303 $217K 0.02% -12,294 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares; 2026Q2: 336 shares 336 $216K 0.02% -1 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 653 shares; 2026Q1: not reported; 2026Q2: 573 shares 573 $216K 0.02% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,838 shares; 2026Q1: not reported; 2026Q2: 1,853 shares 1,853 $215K 0.02% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,457 shares 2,457 $213K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 626 shares 626 $213K 0.02% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,196 shares; 2026Q2: 971 shares 971 $213K 0.02% -1,225 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 1,079 shares; 2025Q3: 1,017 shares; 2025Q4: 905 shares; 2026Q1: 885 shares; 2026Q2: 964 shares 964 $213K 0.02% +79 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 344 shares 344 $212K 0.02% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,581 shares; 2025Q2: 1,523 shares; 2025Q3: 1,265 shares; 2025Q4: 1,221 shares; 2026Q1: 1,357 shares; 2026Q2: 1,268 shares 1,268 $211K 0.02% -89 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,389 shares; 2026Q2: 8,389 shares 8,389 $210K 0.02% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,278 shares 1,278 $208K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,177 shares; 2026Q1: not reported; 2026Q2: 986 shares 986 $206K 0.02% new Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,243 shares 3,243 $203K 0.02% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,485 shares; 2024Q4: 23,133 shares; 2025Q1: 24,154 shares; 2025Q2: 22,884 shares; 2025Q3: 20,700 shares; 2025Q4: 20,942 shares; 2026Q1: 16,909 shares; 2026Q2: 15,583 shares 15,583 $145K 0.01% -1,326 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,540 shares; 2025Q1: 10,320 shares; 2025Q2: 12,237 shares; 2025Q3: 13,475 shares; 2025Q4: 14,250 shares; 2026Q1: 13,790 shares; 2026Q2: 14,788 shares 14,788 $142K 0.01% +998 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,176 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,563 shares 10,563 $128K 0.01% new Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,086 shares; 2025Q4: 12,445 shares; 2026Q1: 19,146 shares; 2026Q2: 20,159 shares 20,159 $127K 0.01% +1,013 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,312 shares; 2026Q2: 21,754 shares 21,754 $108K 0.01% +1,442 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,909 shares; 2024Q4: 19,678 shares; 2025Q1: 17,578 shares; 2025Q2: 15,387 shares; 2025Q3: 14,456 shares; 2025Q4: 14,026 shares; 2026Q1: 11,777 shares; 2026Q2: 11,849 shares 11,849 $104K 0.01% +72 Timeline