SMRI 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: 7,621,858 shares; 2024Q4: 6,580,666 shares; 2025Q1: 7,496,219 shares; 2025Q2: 7,654,401 shares; 2025Q3: 13,016,659 shares; 2025Q4: 13,121,221 shares; 2026Q1: 13,567,023 shares; 2026Q2: 13,553,115 shares 13,553,115 $556M 27.97% -13,908 Timeline RNIN 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: 3,874,628 shares; 2025Q3: 4,392,161 shares; 2025Q4: 4,552,049 shares; 2026Q1: 4,840,343 shares; 2026Q2: 4,870,406 shares 4,870,406 $157M 7.88% +30,063 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: 170,038 shares; 2024Q4: 168,115 shares; 2025Q1: 166,696 shares; 2025Q2: 167,536 shares; 2025Q3: 169,103 shares; 2025Q4: 179,859 shares; 2026Q1: 189,906 shares; 2026Q2: 197,490 shares 197,490 $136M 6.82% +7,584 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: 1,145,664 shares; 2024Q4: 950,795 shares; 2025Q1: 952,706 shares; 2025Q2: 960,387 shares; 2025Q3: 1,016,515 shares; 2025Q4: 1,036,937 shares; 2026Q1: 1,055,102 shares; 2026Q2: 1,076,537 shares 1,076,537 $76.7M 3.86% +21,435 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: 614,728 shares; 2024Q4: 631,771 shares; 2025Q1: 631,910 shares; 2025Q2: 621,473 shares; 2025Q3: 627,293 shares; 2025Q4: 648,693 shares; 2026Q1: 657,435 shares; 2026Q2: 649,410 shares 649,410 $38.8M 1.95% -8,025 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: 205,459 shares; 2024Q4: 167,373 shares; 2025Q1: 229,167 shares; 2025Q2: 209,735 shares; 2025Q3: 134,989 shares; 2025Q4: 125,915 shares; 2026Q1: 136,728 shares; 2026Q2: 130,177 shares 130,177 $32.8M 1.65% -6,551 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: 63,666 shares; 2024Q4: 68,109 shares; 2025Q1: 83,908 shares; 2025Q2: 92,814 shares; 2025Q3: 106,322 shares; 2025Q4: 111,305 shares; 2026Q1: 134,237 shares; 2026Q2: 147,612 shares 147,612 $31.4M 1.58% +13,375 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: 220,197 shares; 2024Q4: 156,825 shares; 2025Q1: 196,471 shares; 2025Q2: 186,142 shares; 2025Q3: 150,031 shares; 2025Q4: 157,879 shares; 2026Q1: 153,675 shares; 2026Q2: 148,539 shares 148,539 $29.7M 1.49% -5,136 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771,594 shares; 2024Q4: 772,071 shares; 2025Q1: 768,454 shares; 2025Q2: 819,867 shares; 2025Q3: 859,042 shares; 2025Q4: 877,216 shares; 2026Q1: 614,567 shares; 2026Q2: 664,973 shares 664,973 $27.7M 1.39% +50,406 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: 224,546 shares; 2024Q4: 238,343 shares; 2025Q1: 198,616 shares; 2025Q2: 197,244 shares; 2025Q3: 198,364 shares; 2025Q4: 181,516 shares; 2026Q1: 180,365 shares; 2026Q2: 125,736 shares 125,736 $27.4M 1.38% -54,629 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,324 shares; 2024Q4: 232,166 shares; 2025Q1: 515,368 shares; 2025Q2: 536,518 shares; 2025Q3: 538,942 shares; 2025Q4: 542,170 shares; 2026Q1: 542,434 shares; 2026Q2: 545,660 shares 545,660 $25M 1.26% +3,226 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,248 shares; 2024Q4: 121,601 shares; 2025Q1: 120,880 shares; 2025Q2: 72,288 shares; 2025Q3: 141,815 shares; 2025Q4: 135,697 shares; 2026Q1: 135,467 shares; 2026Q2: 156,594 shares 156,594 $24.6M 1.24% +21,127 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: 54,362 shares; 2024Q4: 54,432 shares; 2025Q1: 53,449 shares; 2025Q2: 52,129 shares; 2025Q3: 57,492 shares; 2025Q4: 64,935 shares; 2026Q1: 63,447 shares; 2026Q2: 59,287 shares 59,287 $22.1M 1.11% -4,160 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373,463 shares; 2026Q1: 435,785 shares; 2026Q2: 486,941 shares 486,941 $22.1M 1.11% +51,156 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: 57,560 shares; 2024Q4: 57,593 shares; 2025Q1: 51,167 shares; 2025Q2: 51,668 shares; 2025Q3: 53,514 shares; 2025Q4: 53,333 shares; 2026Q1: 52,946 shares; 2026Q2: 50,466 shares 50,466 $21.2M 1.07% -2,480 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,717 shares; 2024Q4: 16,605 shares; 2025Q1: 36,350 shares; 2025Q2: 43,678 shares; 2025Q3: 62,393 shares; 2025Q4: 68,595 shares; 2026Q1: 74,200 shares; 2026Q2: 67,099 shares 67,099 $20.3M 1.02% -7,101 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: 33,327 shares; 2024Q4: 32,809 shares; 2025Q1: 31,050 shares; 2025Q2: 27,100 shares; 2025Q3: 34,364 shares; 2025Q4: 36,076 shares; 2026Q1: 32,752 shares; 2026Q2: 35,394 shares 35,394 $19.9M 1% +2,642 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: 93,992 shares; 2024Q4: 79,596 shares; 2025Q1: 77,760 shares; 2025Q2: 77,354 shares; 2025Q3: 86,644 shares; 2025Q4: 96,860 shares; 2026Q1: 106,560 shares; 2026Q2: 83,587 shares 83,587 $19.9M 1% -22,973 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: 69,125 shares; 2024Q4: 59,038 shares; 2025Q1: 52,354 shares; 2025Q2: 68,178 shares; 2025Q3: 78,846 shares; 2025Q4: 92,967 shares; 2026Q1: 73,311 shares; 2026Q2: 67,146 shares 67,146 $19.4M 0.98% -6,165 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: 229,697 shares; 2024Q4: 216,075 shares; 2025Q1: 240,652 shares; 2025Q2: 232,524 shares; 2025Q3: 171,789 shares; 2025Q4: 162,428 shares; 2026Q1: 198,244 shares; 2026Q2: 198,248 shares 198,248 $18M 0.9% +4 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: 68,283 shares; 2024Q4: 66,391 shares; 2025Q1: 69,715 shares; 2025Q2: 69,884 shares; 2025Q3: 66,666 shares; 2025Q4: 62,004 shares; 2026Q1: 61,036 shares; 2026Q2: 46,170 shares 46,170 $16.3M 0.82% -14,866 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: 70,688 shares; 2024Q4: 69,517 shares; 2025Q1: 73,166 shares; 2025Q2: 71,801 shares; 2025Q3: 63,085 shares; 2025Q4: 68,647 shares; 2026Q1: 63,918 shares; 2026Q2: 45,522 shares 45,522 $16.3M 0.82% -18,396 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: 7,658 shares; 2024Q4: 7,350 shares; 2025Q1: 8,863 shares; 2025Q2: 13,550 shares; 2025Q3: 16,597 shares; 2025Q4: 19,775 shares; 2026Q1: 22,523 shares; 2026Q2: 21,389 shares 21,389 $15.8M 0.79% -1,134 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: 38,032 shares; 2024Q4: 30,746 shares; 2025Q1: 30,313 shares; 2025Q2: 28,176 shares; 2025Q3: 28,557 shares; 2025Q4: 20,885 shares; 2026Q1: 28,674 shares; 2026Q2: 21,053 shares 21,053 $15.7M 0.79% -7,621 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: 6,553 shares; 2024Q4: 7,271 shares; 2025Q1: 7,165 shares; 2025Q2: 6,481 shares; 2025Q3: 1,496 shares; 2025Q4: 10,240 shares; 2026Q1: 20,848 shares; 2026Q2: 20,923 shares 20,923 $15.7M 0.79% +75 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: 57,965 shares; 2024Q4: 54,570 shares; 2025Q1: 54,107 shares; 2025Q2: 52,629 shares; 2025Q3: 52,572 shares; 2025Q4: 94,522 shares; 2026Q1: 78,333 shares; 2026Q2: 78,412 shares 78,412 $14.9M 0.75% +79 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: 89,171 shares; 2024Q4: 120,612 shares; 2025Q1: 125,502 shares; 2025Q2: 67,945 shares; 2025Q3: 68,290 shares; 2025Q4: 68,962 shares; 2026Q1: 68,357 shares; 2026Q2: 67,727 shares 67,727 $13.4M 0.67% -630 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: 124,639 shares; 2024Q4: 127,795 shares; 2025Q1: 136,478 shares; 2025Q2: 54,869 shares; 2025Q3: 53,357 shares; 2025Q4: 53,832 shares; 2026Q1: 52,848 shares; 2026Q2: 52,223 shares 52,223 $12.7M 0.64% -625 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,042 shares; 2024Q4: 57,693 shares; 2025Q1: 57,355 shares; 2025Q2: 62,984 shares; 2025Q3: 81,511 shares; 2025Q4: 80,937 shares; 2026Q1: 80,733 shares; 2026Q2: 108,902 shares 108,902 $11.6M 0.58% +28,169 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,858 shares; 2024Q4: 109,216 shares; 2025Q1: 111,083 shares; 2025Q2: 109,274 shares; 2025Q3: 126,986 shares; 2025Q4: 141,085 shares; 2026Q1: 266,503 shares; 2026Q2: 290,404 shares 290,404 $11.4M 0.57% +23,901 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,755 shares; 2024Q4: 26,745 shares; 2025Q1: 26,737 shares; 2025Q2: 26,737 shares; 2025Q3: 27,155 shares; 2025Q4: 27,155 shares; 2026Q1: 26,737 shares; 2026Q2: 26,737 shares 26,737 $10.9M 0.55% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,263 shares; 2024Q4: 104,461 shares; 2025Q1: 114,217 shares; 2025Q2: 149,449 shares; 2025Q3: 171,278 shares; 2025Q4: 170,915 shares; 2026Q1: 211,095 shares; 2026Q2: 202,550 shares 202,550 $10.2M 0.51% -8,545 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,186 shares; 2024Q4: 10,325 shares; 2025Q1: 19,693 shares; 2025Q2: 19,821 shares; 2025Q3: 8,129 shares; 2025Q4: 21,572 shares; 2026Q1: 19,700 shares; 2026Q2: 77,965 shares 77,965 $9.68M 0.49% +58,265 Timeline IFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 288,128 shares; 2026Q2: 290,146 shares 290,146 $9.61M 0.48% +2,018 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: 30,509 shares; 2024Q4: 30,292 shares; 2025Q1: 29,196 shares; 2025Q2: 28,910 shares; 2025Q3: 29,580 shares; 2025Q4: 31,823 shares; 2026Q1: 30,452 shares; 2026Q2: 27,662 shares 27,662 $9.49M 0.48% -2,790 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,687 shares; 2025Q2: 58,268 shares; 2025Q3: 57,233 shares; 2025Q4: 56,164 shares; 2026Q1: 32,843 shares; 2026Q2: 35,774 shares 35,774 $9.14M 0.46% +2,931 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,373 shares; 2024Q4: 33,640 shares; 2025Q1: 33,641 shares; 2025Q2: 33,908 shares; 2025Q3: 8,017 shares; 2025Q4: 38,615 shares; 2026Q1: 34,408 shares; 2026Q2: 34,717 shares 34,717 $8.42M 0.42% +309 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,933 shares; 2026Q2: 230,805 shares 230,805 $8.31M 0.42% +1,872 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: 36,067 shares; 2024Q4: 37,546 shares; 2025Q1: 37,005 shares; 2025Q2: 36,851 shares; 2025Q3: 36,892 shares; 2025Q4: 37,065 shares; 2026Q1: 34,737 shares; 2026Q2: 36,461 shares 36,461 $7.89M 0.4% +1,724 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: 71,283 shares; 2024Q4: 70,483 shares; 2025Q1: 70,473 shares; 2025Q2: 70,473 shares; 2025Q3: 71,051 shares; 2025Q4: 71,372 shares; 2026Q1: 72,617 shares; 2026Q2: 74,988 shares 74,988 $7.79M 0.39% +2,371 Timeline DISV 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: 188,797 shares; 2026Q2: 191,566 shares 191,566 $7.69M 0.39% +2,769 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,216 shares; 2024Q4: 28,356 shares; 2025Q1: 26,676 shares; 2025Q2: 27,781 shares; 2025Q3: 29,276 shares; 2025Q4: 29,924 shares; 2026Q1: 30,016 shares; 2026Q2: 29,156 shares 29,156 $7.15M 0.36% -860 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,372 shares; 2024Q4: 8,631 shares; 2025Q1: 8,211 shares; 2025Q2: 8,433 shares; 2025Q3: 8,611 shares; 2025Q4: 8,847 shares; 2026Q1: 8,867 shares; 2026Q2: 8,947 shares 8,947 $6.83M 0.34% +80 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: 16,896 shares; 2024Q4: 16,975 shares; 2025Q1: 17,839 shares; 2025Q2: 17,733 shares; 2025Q3: 17,873 shares; 2025Q4: 19,417 shares; 2026Q1: 18,077 shares; 2026Q2: 18,001 shares 18,001 $6.63M 0.33% -76 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: 10,313 shares; 2024Q4: 10,132 shares; 2025Q1: 9,422 shares; 2025Q2: 9,177 shares; 2025Q3: 9,348 shares; 2025Q4: 90,704 shares; 2026Q1: 94,578 shares; 2026Q2: 90,667 shares 90,667 $6.47M 0.33% -3,911 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: 75,188 shares; 2024Q4: 75,188 shares; 2025Q1: 75,142 shares; 2025Q2: 75,142 shares; 2025Q3: 74,908 shares; 2025Q4: 74,908 shares; 2026Q1: 77,471 shares; 2026Q2: 77,908 shares 77,908 $5.88M 0.3% +437 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,158 shares; 2024Q4: 69,820 shares; 2025Q1: 67,462 shares; 2025Q2: 61,187 shares; 2025Q3: 62,270 shares; 2025Q4: 61,769 shares; 2026Q1: 57,662 shares; 2026Q2: 60,557 shares 60,557 $5.82M 0.29% +2,895 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: 42,253 shares; 2024Q4: 42,882 shares; 2025Q1: 40,359 shares; 2025Q2: 39,631 shares; 2025Q3: 40,461 shares; 2025Q4: 39,957 shares; 2026Q1: 41,190 shares; 2026Q2: 39,593 shares 39,593 $5.8M 0.29% -1,597 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: 11,625 shares; 2024Q4: 10,698 shares; 2025Q1: 9,284 shares; 2025Q2: 8,248 shares; 2025Q3: 10,093 shares; 2025Q4: 11,964 shares; 2026Q1: 12,603 shares; 2026Q2: 10,942 shares 10,942 $5.48M 0.28% -1,661 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: 25,060 shares; 2024Q4: 23,813 shares; 2025Q1: 20,614 shares; 2025Q2: 20,603 shares; 2025Q3: 23,116 shares; 2025Q4: 23,068 shares; 2026Q1: 22,027 shares; 2026Q2: 20,642 shares 20,642 $5.24M 0.26% -1,385 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: 28,436 shares; 2024Q4: 27,510 shares; 2025Q1: 24,893 shares; 2025Q2: 30,047 shares; 2025Q3: 32,928 shares; 2025Q4: 35,723 shares; 2026Q1: 34,893 shares; 2026Q2: 31,135 shares 31,135 $5.16M 0.26% -3,758 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: 6,068 shares; 2024Q4: 5,871 shares; 2025Q1: 5,688 shares; 2025Q2: 5,734 shares; 2025Q3: 6,920 shares; 2025Q4: 14,305 shares; 2026Q1: 13,453 shares; 2026Q2: 12,397 shares 12,397 $5.15M 0.26% -1,056 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: 51,513 shares; 2024Q4: 46,731 shares; 2025Q1: 39,479 shares; 2025Q2: 39,415 shares; 2025Q3: 46,044 shares; 2025Q4: 57,291 shares; 2026Q1: 54,837 shares; 2026Q2: 43,527 shares 43,527 $5.11M 0.26% -11,310 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: 5,340 shares; 2024Q4: 5,239 shares; 2025Q1: 5,399 shares; 2025Q2: 5,031 shares; 2025Q3: 5,360 shares; 2025Q4: 6,315 shares; 2026Q1: 6,064 shares; 2026Q2: 5,396 shares 5,396 $5.05M 0.25% -668 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: 22,684 shares; 2024Q4: 21,757 shares; 2025Q1: 18,467 shares; 2025Q2: 18,371 shares; 2025Q3: 19,654 shares; 2025Q4: 21,042 shares; 2026Q1: 20,418 shares; 2026Q2: 16,586 shares 16,586 $4.94M 0.25% -3,832 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,458 shares; 2024Q4: 33,925 shares; 2025Q1: 27,762 shares; 2025Q2: 39,558 shares; 2025Q3: 44,198 shares; 2025Q4: 44,044 shares; 2026Q1: 44,156 shares; 2026Q2: 95,806 shares 95,806 $4.89M 0.25% +51,650 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,133 shares; 2026Q1: 6,382 shares; 2026Q2: 6,785 shares 6,785 $4.84M 0.24% +403 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,586 shares; 2024Q4: 42,455 shares; 2025Q1: 42,520 shares; 2025Q2: 40,907 shares; 2025Q3: 40,471 shares; 2025Q4: 40,752 shares; 2026Q1: 43,797 shares; 2026Q2: 40,855 shares 40,855 $4.66M 0.23% -2,942 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,378 shares; 2024Q4: 13,494 shares; 2025Q1: 11,399 shares; 2025Q2: 15,219 shares; 2025Q3: 16,084 shares; 2025Q4: 15,484 shares; 2026Q1: 15,001 shares; 2026Q2: 14,630 shares 14,630 $4.6M 0.23% -371 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,466 shares; 2024Q4: 46,768 shares; 2025Q1: 41,106 shares; 2025Q2: 54,627 shares; 2025Q3: 56,647 shares; 2025Q4: 53,903 shares; 2026Q1: 57,325 shares; 2026Q2: 67,109 shares 67,109 $4.58M 0.23% +9,784 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: 37,720 shares; 2024Q4: 35,648 shares; 2025Q1: 29,924 shares; 2025Q2: 24,346 shares; 2025Q3: 25,826 shares; 2025Q4: 24,732 shares; 2026Q1: 24,030 shares; 2026Q2: 23,892 shares 23,892 $4.32M 0.22% -138 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,031 shares; 2024Q4: 7,049 shares; 2025Q1: 8,360 shares; 2025Q2: 8,347 shares; 2025Q3: 9,063 shares; 2025Q4: 8,865 shares; 2026Q1: 8,294 shares; 2026Q2: 8,623 shares 8,623 $4.28M 0.22% +329 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,388 shares; 2024Q4: 51,325 shares; 2025Q1: 45,289 shares; 2025Q2: 45,212 shares; 2025Q3: 47,022 shares; 2025Q4: 50,249 shares; 2026Q1: 46,701 shares; 2026Q2: 41,255 shares 41,255 $4.22M 0.21% -5,446 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: 40,926 shares; 2024Q4: 39,870 shares; 2025Q1: 38,726 shares; 2025Q2: 37,637 shares; 2025Q3: 37,200 shares; 2025Q4: 29,427 shares; 2026Q1: 27,318 shares; 2026Q2: 26,202 shares 26,202 $4.16M 0.21% -1,116 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,170 shares; 2025Q1: 4,531 shares; 2025Q2: 4,460 shares; 2025Q3: 4,756 shares; 2025Q4: 5,751 shares; 2026Q1: 5,567 shares; 2026Q2: 4,266 shares 4,266 $4.1M 0.21% -1,301 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: 6,300 shares; 2024Q4: 5,810 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,810 shares; 2026Q1: 5,810 shares; 2026Q2: 5,810 shares 5,810 $4.09M 0.21% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES 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: 47,096 shares; 2026Q2: 47,395 shares 47,395 $3.97M 0.2% +299 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,151 shares; 2024Q4: 23,151 shares; 2025Q1: 23,151 shares; 2025Q2: 20,401 shares; 2025Q3: 20,401 shares; 2025Q4: 20,406 shares; 2026Q1: 20,406 shares; 2026Q2: 20,406 shares 20,406 $3.92M 0.2% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST 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: 4,525 shares; 2025Q4: 6,299 shares; 2026Q1: 9,759 shares; 2026Q2: 10,906 shares 10,906 $3.9M 0.2% +1,147 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: 40,887 shares; 2024Q4: 53,944 shares; 2025Q1: 46,833 shares; 2025Q2: 11,511 shares; 2025Q3: 10,598 shares; 2025Q4: 10,973 shares; 2026Q1: 11,702 shares; 2026Q2: 47,916 shares 47,916 $3.86M 0.19% +36,214 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 816,229 shares; 2025Q4: 1,017,192 shares; 2026Q1: 1,063,835 shares; 2026Q2: 959,485 shares 959,485 $3.52M 0.18% -104,350 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,745 shares; 2024Q4: 17,752 shares; 2025Q1: 15,101 shares; 2025Q2: 15,060 shares; 2025Q3: 15,490 shares; 2025Q4: 12,804 shares; 2026Q1: 13,008 shares; 2026Q2: 11,922 shares 11,922 $3.5M 0.18% -1,086 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,468 shares; 2024Q4: 526,396 shares; 2025Q1: 526,396 shares; 2025Q2: 526,396 shares; 2025Q3: 96,492 shares; 2025Q4: 96,492 shares; 2026Q1: 96,671 shares; 2026Q2: 96,498 shares 96,498 $3.49M 0.18% -173 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: 28,794 shares; 2024Q4: 28,770 shares; 2025Q1: 28,759 shares; 2025Q2: 26,490 shares; 2025Q3: 21,754 shares; 2025Q4: 18,049 shares; 2026Q1: 18,026 shares; 2026Q2: 17,779 shares 17,779 $3.37M 0.17% -247 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,800 shares; 2024Q4: 44,914 shares; 2025Q1: 37,547 shares; 2025Q2: 37,151 shares; 2025Q3: 40,237 shares; 2025Q4: 38,865 shares; 2026Q1: 39,560 shares; 2026Q2: 36,204 shares 36,204 $3.34M 0.17% -3,356 Timeline EWX 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: 42,698 shares; 2024Q4: 42,793 shares; 2025Q1: 42,649 shares; 2025Q2: 42,561 shares; 2025Q3: 42,514 shares; 2025Q4: 44,128 shares; 2026Q1: 43,866 shares; 2026Q2: 43,898 shares 43,898 $3.26M 0.16% +32 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,902 shares; 2024Q4: 15,612 shares; 2025Q1: 13,226 shares; 2025Q2: 13,103 shares; 2025Q3: 14,484 shares; 2025Q4: 15,259 shares; 2026Q1: 14,971 shares; 2026Q2: 14,837 shares 14,837 $3.24M 0.16% -134 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,982 shares; 2024Q4: 5,993 shares; 2025Q1: 6,005 shares; 2025Q2: 5,788 shares; 2025Q3: 6,193 shares; 2025Q4: 6,994 shares; 2026Q1: 8,444 shares; 2026Q2: 8,681 shares 8,681 $3.21M 0.16% +237 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,400 shares; 2024Q4: 131,400 shares; 2025Q1: 131,376 shares; 2025Q2: 131,376 shares; 2025Q3: 131,300 shares; 2025Q4: 124,300 shares; 2026Q1: 124,300 shares; 2026Q2: 131,300 shares 131,300 $3.18M 0.16% +7,000 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: 42,270 shares; 2024Q4: 41,632 shares; 2025Q1: 39,968 shares; 2025Q2: 33,449 shares; 2025Q3: 33,855 shares; 2025Q4: 38,328 shares; 2026Q1: 36,730 shares; 2026Q2: 32,888 shares 32,888 $3.17M 0.16% -3,842 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,653 shares; 2026Q2: 34,397 shares 34,397 $3.11M 0.16% +5,744 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: 42,967 shares; 2024Q4: 42,582 shares; 2025Q1: 42,582 shares; 2025Q2: 42,424 shares; 2025Q3: 41,618 shares; 2025Q4: 42,090 shares; 2026Q1: 41,687 shares; 2026Q2: 37,419 shares 37,419 $3.1M 0.16% -4,268 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,309 shares; 2026Q1: 144,609 shares; 2026Q2: 144,609 shares 144,609 $3.07M 0.15% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,303 shares; 2024Q4: 35,208 shares; 2025Q1: 29,721 shares; 2025Q2: 59,334 shares; 2025Q3: 63,343 shares; 2025Q4: 64,638 shares; 2026Q1: 61,147 shares; 2026Q2: 61,083 shares 61,083 $2.93M 0.15% -64 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,551 shares; 2024Q4: 2,547 shares; 2025Q1: 3,389 shares; 2025Q2: 3,957 shares; 2025Q3: 3,980 shares; 2025Q4: 3,901 shares; 2026Q1: 3,752 shares; 2026Q2: 4,417 shares 4,417 $2.75M 0.14% +665 Timeline EWO 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: 63,882 shares; 2026Q2: 64,776 shares 64,776 $2.74M 0.14% +894 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: 5,079 shares; 2024Q4: 4,874 shares; 2025Q1: 4,759 shares; 2025Q2: 4,626 shares; 2025Q3: 4,909 shares; 2025Q4: 6,002 shares; 2026Q1: 5,852 shares; 2026Q2: 5,330 shares 5,330 $2.74M 0.14% -522 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 1,405 shares; 2026Q2: 12,825 shares 12,825 $2.73M 0.14% +11,420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,249 shares; 2026Q1: 8,355 shares; 2026Q2: 8,370 shares 8,370 $2.65M 0.13% +15 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,642 shares; 2024Q4: 37,917 shares; 2025Q1: 37,141 shares; 2025Q2: 33,998 shares; 2025Q3: 33,643 shares; 2025Q4: 33,047 shares; 2026Q1: 29,599 shares; 2026Q2: 30,232 shares 30,232 $2.65M 0.13% +633 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: 17,372 shares; 2024Q4: 17,372 shares; 2025Q1: 17,805 shares; 2025Q2: 17,741 shares; 2025Q3: 27,759 shares; 2025Q4: 21,873 shares; 2026Q1: 21,873 shares; 2026Q2: 45,210 shares 45,210 $2.63M 0.13% +23,337 Timeline GREK 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: 76,611 shares; 2024Q4: 76,335 shares; 2025Q1: 78,237 shares; 2025Q2: 74,440 shares; 2025Q3: 75,409 shares; 2025Q4: 75,367 shares; 2026Q1: 34,783 shares; 2026Q2: 34,729 shares 34,729 $2.62M 0.13% -54 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: 15,532 shares; 2024Q4: 14,588 shares; 2025Q1: 12,309 shares; 2025Q2: 12,219 shares; 2025Q3: 13,468 shares; 2025Q4: 13,280 shares; 2026Q1: 12,516 shares; 2026Q2: 11,823 shares 11,823 $2.61M 0.13% -693 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 78,350 shares; 2026Q2: 78,643 shares 78,643 $2.53M 0.13% +293 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: not reported; 2026Q2: 24,511 shares 24,511 $2.51M 0.13% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,090 shares; 2024Q4: 42,430 shares; 2025Q1: 35,855 shares; 2025Q2: 35,767 shares; 2025Q3: 38,901 shares; 2025Q4: 37,673 shares; 2026Q1: 35,493 shares; 2026Q2: 33,956 shares 33,956 $2.44M 0.12% -1,537 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: 24,659 shares; 2024Q4: 23,742 shares; 2025Q1: 23,678 shares; 2025Q2: 15,696 shares; 2025Q3: 15,877 shares; 2025Q4: 23,932 shares; 2026Q1: 30,023 shares; 2026Q2: 16,443 shares 16,443 $2.44M 0.12% -13,580 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,168 shares; 2024Q4: 87,188 shares; 2025Q1: 87,199 shares; 2025Q2: 87,212 shares; 2025Q3: 87,242 shares; 2025Q4: 87,271 shares; 2026Q1: 87,279 shares; 2026Q2: 87,307 shares 87,307 $2.43M 0.12% +28 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: 15,807 shares; 2024Q4: 15,296 shares; 2025Q1: 14,910 shares; 2025Q2: 14,860 shares; 2025Q3: 15,111 shares; 2025Q4: 15,937 shares; 2026Q1: 17,028 shares; 2026Q2: 15,432 shares 15,432 $2.42M 0.12% -1,596 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,832 shares; 2024Q4: 12,749 shares; 2025Q1: 12,361 shares; 2025Q2: 12,330 shares; 2025Q3: 12,582 shares; 2025Q4: 12,641 shares; 2026Q1: 12,756 shares; 2026Q2: 12,318 shares 12,318 $2.39M 0.12% -438 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,448 shares; 2024Q4: 15,546 shares; 2025Q1: 13,114 shares; 2025Q2: 13,082 shares; 2025Q3: 14,756 shares; 2025Q4: 14,126 shares; 2026Q1: 13,812 shares; 2026Q2: 12,930 shares 12,930 $2.39M 0.12% -882 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: 34,104 shares; 2024Q4: 33,437 shares; 2025Q1: 33,441 shares; 2025Q2: 42,657 shares; 2025Q3: 38,664 shares; 2025Q4: 37,869 shares; 2026Q1: 28,253 shares; 2026Q2: 28,615 shares 28,615 $2.39M 0.12% +362 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,931 shares; 2024Q4: 5,618 shares; 2025Q1: 4,767 shares; 2025Q2: 4,753 shares; 2025Q3: 4,986 shares; 2025Q4: 4,805 shares; 2026Q1: 4,516 shares; 2026Q2: 4,418 shares 4,418 $2.25M 0.11% -98 Timeline EIS 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: 22,000 shares; 2025Q2: 20,652 shares; 2025Q3: 20,727 shares; 2025Q4: 20,888 shares; 2026Q1: 18,424 shares; 2026Q2: 18,557 shares 18,557 $2.24M 0.11% +133 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: 13,687 shares; 2024Q4: 13,668 shares; 2025Q1: 13,179 shares; 2025Q2: 13,195 shares; 2025Q3: 13,551 shares; 2025Q4: 14,027 shares; 2026Q1: 12,993 shares; 2026Q2: 13,731 shares 13,731 $2.15M 0.11% +738 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: 12,047 shares; 2024Q4: 11,939 shares; 2025Q1: 11,935 shares; 2025Q2: 11,880 shares; 2025Q3: 14,227 shares; 2025Q4: 15,139 shares; 2026Q1: 15,304 shares; 2026Q2: 15,404 shares 15,404 $2.15M 0.11% +100 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,046 shares; 2024Q4: 13,315 shares; 2025Q1: 12,887 shares; 2025Q2: 12,705 shares; 2025Q3: 12,245 shares; 2025Q4: 13,087 shares; 2026Q1: 12,293 shares; 2026Q2: 13,069 shares 13,069 $2.13M 0.11% +776 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,769 shares; 2024Q4: 28,770 shares; 2025Q1: 27,726 shares; 2025Q2: 26,952 shares; 2025Q3: 26,700 shares; 2025Q4: 26,368 shares; 2026Q1: 26,211 shares; 2026Q2: 25,515 shares 25,515 $2.12M 0.11% -696 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,649 shares; 2024Q4: 8,833 shares; 2025Q1: 8,833 shares; 2025Q2: 8,841 shares; 2025Q3: 8,841 shares; 2025Q4: 5,566 shares; 2026Q1: 5,888 shares; 2026Q2: 8,748 shares 8,748 $2.07M 0.1% +2,860 Timeline EZA 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: 31,486 shares; 2026Q2: 32,208 shares 32,208 $2.04M 0.1% +722 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,357 shares; 2024Q4: 11,480 shares; 2025Q1: 12,557 shares; 2025Q2: 12,838 shares; 2025Q3: 13,314 shares; 2025Q4: 13,789 shares; 2026Q1: 13,850 shares; 2026Q2: 13,714 shares 13,714 $2M 0.1% -136 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,994 shares; 2024Q4: 11,372 shares; 2025Q1: 14,577 shares; 2025Q2: 14,573 shares; 2025Q3: 14,431 shares; 2025Q4: 14,343 shares; 2026Q1: 14,276 shares; 2026Q2: 9,925 shares 9,925 $2M 0.1% -4,351 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: 3,906 shares; 2024Q4: 4,036 shares; 2025Q1: 3,823 shares; 2025Q2: 3,788 shares; 2025Q3: 4,024 shares; 2025Q4: 4,813 shares; 2026Q1: 4,558 shares; 2026Q2: 3,982 shares 3,982 $2M 0.1% -576 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,702 shares; 2024Q4: 74,870 shares; 2025Q1: 74,870 shares; 2025Q2: 58,997 shares; 2025Q3: 9,404 shares; 2025Q4: 64,614 shares; 2026Q1: 114,607 shares; 2026Q2: 114,607 shares 114,607 $1.99M 0.1% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,439 shares; 2024Q4: 1,839 shares; 2025Q1: 1,893 shares; 2025Q2: 1,597 shares; 2025Q3: 5,825 shares; 2025Q4: 14,121 shares; 2026Q1: 13,596 shares; 2026Q2: 5,098 shares 5,098 $1.93M 0.1% -8,498 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: 2,206 shares; 2024Q4: 2,181 shares; 2025Q1: 2,182 shares; 2025Q2: 2,055 shares; 2025Q3: 5,932 shares; 2025Q4: 11,854 shares; 2026Q1: 11,040 shares; 2026Q2: 5,637 shares 5,637 $1.85M 0.09% -5,403 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: 5,692 shares; 2024Q4: 12,922 shares; 2025Q1: 13,626 shares; 2025Q2: 15,558 shares; 2025Q3: 16,407 shares; 2025Q4: 16,917 shares; 2026Q1: 17,066 shares; 2026Q2: 15,657 shares 15,657 $1.83M 0.09% -1,409 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: 1,617 shares; 2024Q4: 1,619 shares; 2025Q1: 1,573 shares; 2025Q2: 2,753 shares; 2025Q3: 2,728 shares; 2025Q4: 2,886 shares; 2026Q1: 2,619 shares; 2026Q2: 2,878 shares 2,878 $1.83M 0.09% +259 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,678 shares; 2025Q3: 5,665 shares; 2025Q4: 5,398 shares; 2026Q1: 5,290 shares; 2026Q2: 5,274 shares 5,274 $1.8M 0.09% -16 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,260 shares; 2024Q4: 20,602 shares; 2025Q1: 17,480 shares; 2025Q2: 17,423 shares; 2025Q3: 19,542 shares; 2025Q4: 22,604 shares; 2026Q1: 22,919 shares; 2026Q2: 17,954 shares 17,954 $1.77M 0.09% -4,965 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,042 shares; 2024Q4: 19,904 shares; 2025Q1: 27,359 shares; 2025Q2: 27,391 shares; 2025Q3: 33,587 shares; 2025Q4: 32,508 shares; 2026Q1: 35,426 shares; 2026Q2: 36,095 shares 36,095 $1.73M 0.09% +669 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: 7,082 shares; 2024Q4: 6,582 shares; 2025Q1: 6,445 shares; 2025Q2: 3,780 shares; 2025Q3: 3,810 shares; 2025Q4: 1,253 shares; 2026Q1: 4,703 shares; 2026Q2: 4,703 shares 4,703 $1.71M 0.09% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,448 shares; 2026Q2: 23,387 shares 23,387 $1.7M 0.09% -1,061 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: 1,112 shares; 2024Q4: 1,165 shares; 2025Q1: 1,224 shares; 2025Q2: 1,170 shares; 2025Q3: 1,566 shares; 2025Q4: 1,701 shares; 2026Q1: 1,710 shares; 2026Q2: 1,663 shares 1,663 $1.68M 0.08% -47 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: 90,259 shares; 2024Q4: 83,246 shares; 2025Q1: 74,996 shares; 2025Q2: 63,214 shares; 2025Q3: 69,619 shares; 2025Q4: 45,691 shares; 2026Q1: 39,070 shares; 2026Q2: 32,488 shares 32,488 $1.64M 0.08% -6,582 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,052 shares; 2024Q4: 137,889 shares; 2025Q1: 136,291 shares; 2025Q2: 131,741 shares; 2025Q3: 131,755 shares; 2025Q4: 135,823 shares; 2026Q1: 42,358 shares; 2026Q2: 42,491 shares 42,491 $1.64M 0.08% +133 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: 3,986 shares; 2024Q4: 3,945 shares; 2025Q1: 3,826 shares; 2025Q2: 3,749 shares; 2025Q3: 4,161 shares; 2025Q4: 4,100 shares; 2026Q1: 4,121 shares; 2026Q2: 4,102 shares 4,102 $1.63M 0.08% -19 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: 6,007 shares; 2024Q4: 5,689 shares; 2025Q1: 10,387 shares; 2025Q2: 10,243 shares; 2025Q3: 11,727 shares; 2025Q4: 11,525 shares; 2026Q1: 11,719 shares; 2026Q2: 3,382 shares 3,382 $1.62M 0.08% -8,337 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: 5,147 shares; 2024Q4: 5,147 shares; 2025Q1: 5,926 shares; 2025Q2: 5,040 shares; 2025Q3: 5,171 shares; 2025Q4: 5,217 shares; 2026Q1: 5,320 shares; 2026Q2: 5,353 shares 5,353 $1.59M 0.08% +33 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: 14,912 shares; 2024Q4: 14,522 shares; 2025Q1: 9,101 shares; 2025Q2: 11,706 shares; 2025Q3: 22,597 shares; 2025Q4: 21,652 shares; 2026Q1: 20,750 shares; 2026Q2: 16,499 shares 16,499 $1.59M 0.08% -4,251 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,780 shares; 2024Q4: 36,397 shares; 2025Q1: 36,056 shares; 2025Q2: 30,817 shares; 2025Q3: 30,791 shares; 2025Q4: 30,299 shares; 2026Q1: 27,623 shares; 2026Q2: 27,805 shares 27,805 $1.58M 0.08% +182 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,458 shares; 2024Q4: 17,789 shares; 2025Q1: 17,543 shares; 2025Q2: 12,834 shares; 2025Q3: 13,049 shares; 2025Q4: 12,834 shares; 2026Q1: 12,720 shares; 2026Q2: 12,693 shares 12,693 $1.56M 0.08% -27 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: 7,293 shares; 2024Q4: 7,289 shares; 2025Q1: 6,865 shares; 2025Q2: 6,706 shares; 2025Q3: 6,709 shares; 2025Q4: 6,719 shares; 2026Q1: 6,924 shares; 2026Q2: 6,800 shares 6,800 $1.52M 0.08% -124 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,088 shares; 2024Q4: 9,881 shares; 2025Q1: 9,881 shares; 2025Q2: 14,867 shares; 2025Q3: 17,075 shares; 2025Q4: 16,970 shares; 2026Q1: 14,762 shares; 2026Q2: 14,785 shares 14,785 $1.46M 0.07% +23 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: 15,685 shares; 2024Q4: 14,187 shares; 2025Q1: 14,859 shares; 2025Q2: 15,092 shares; 2025Q3: 16,526 shares; 2025Q4: 16,526 shares; 2026Q1: 15,092 shares; 2026Q2: 15,092 shares 15,092 $1.46M 0.07% 0 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: 5,591 shares; 2024Q4: 5,591 shares; 2025Q1: 5,572 shares; 2025Q2: 5,396 shares; 2025Q3: 4,243 shares; 2025Q4: 4,150 shares; 2026Q1: 4,575 shares; 2026Q2: 4,575 shares 4,575 $1.45M 0.07% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,573 shares; 2024Q4: 8,509 shares; 2025Q1: 8,503 shares; 2025Q2: 8,393 shares; 2025Q3: 11,682 shares; 2025Q4: 13,337 shares; 2026Q1: 13,289 shares; 2026Q2: 12,725 shares 12,725 $1.44M 0.07% -564 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: 34,066 shares; 2024Q4: 31,020 shares; 2025Q1: 24,358 shares; 2025Q2: 24,092 shares; 2025Q3: 28,295 shares; 2025Q4: 25,075 shares; 2026Q1: 23,000 shares; 2026Q2: 24,985 shares 24,985 $1.42M 0.07% +1,985 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,512 shares; 2024Q4: 9,467 shares; 2025Q1: 9,129 shares; 2025Q2: 8,693 shares; 2025Q3: 8,667 shares; 2025Q4: 8,420 shares; 2026Q1: 8,116 shares; 2026Q2: 8,763 shares 8,763 $1.4M 0.07% +647 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,996 shares; 2024Q4: 10,996 shares; 2025Q1: 10,996 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 18,454 shares; 2026Q1: 4,602 shares; 2026Q2: 4,533 shares 4,533 $1.36M 0.07% -69 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,098 shares; 2024Q4: 6,465 shares; 2025Q1: 6,400 shares; 2025Q2: 2,688 shares; 2025Q3: 2,696 shares; 2025Q4: 2,648 shares; 2026Q1: 3,775 shares; 2026Q2: 3,798 shares 3,798 $1.29M 0.06% +23 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,715 shares; 2024Q4: 16,716 shares; 2025Q1: 16,064 shares; 2025Q2: 14,957 shares; 2025Q3: 14,892 shares; 2025Q4: 29,784 shares; 2026Q1: 29,354 shares; 2026Q2: 28,260 shares 28,260 $1.28M 0.06% -1,094 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,744 shares; 2025Q1: 40,372 shares; 2025Q2: 44,248 shares; 2025Q3: 45,674 shares; 2025Q4: 87,610 shares; 2026Q1: 132,508 shares; 2026Q2: 37,955 shares 37,955 $1.26M 0.06% -94,553 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,614 shares; 2024Q4: 4,286 shares; 2025Q1: 4,864 shares; 2025Q2: 3,090 shares; 2025Q3: 2,951 shares; 2025Q4: 2,883 shares; 2026Q1: 2,701 shares; 2026Q2: 2,700 shares 2,700 $1.25M 0.06% -1 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,289 shares; 2024Q4: 8,764 shares; 2025Q1: 8,164 shares; 2025Q2: 8,209 shares; 2025Q3: 8,925 shares; 2025Q4: 9,140 shares; 2026Q1: 8,739 shares; 2026Q2: 8,789 shares 8,789 $1.24M 0.06% +50 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,574 shares; 2026Q1: 67,404 shares; 2026Q2: 47,890 shares 47,890 $1.23M 0.06% -19,514 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,657 shares; 2024Q4: 47,901 shares; 2025Q1: 47,220 shares; 2025Q2: 17,893 shares; 2025Q3: 18,831 shares; 2025Q4: 14,516 shares; 2026Q1: 16,542 shares; 2026Q2: 17,087 shares 17,087 $1.21M 0.06% +545 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: 5,928 shares; 2024Q4: 5,026 shares; 2025Q1: 5,026 shares; 2025Q2: 4,794 shares; 2025Q3: 8,028 shares; 2025Q4: 8,587 shares; 2026Q1: 8,785 shares; 2026Q2: 8,770 shares 8,770 $1.2M 0.06% -15 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: 4,025 shares; 2024Q4: 3,976 shares; 2025Q1: 3,938 shares; 2025Q2: 3,659 shares; 2025Q3: 3,654 shares; 2025Q4: 3,580 shares; 2026Q1: 3,804 shares; 2026Q2: 3,808 shares 3,808 $1.18M 0.06% +4 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: 11,365 shares; 2024Q4: 11,410 shares; 2025Q1: 11,419 shares; 2025Q2: 11,323 shares; 2025Q3: 12,192 shares; 2025Q4: 12,980 shares; 2026Q1: 13,212 shares; 2026Q2: 13,392 shares 13,392 $1.18M 0.06% +180 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,960 shares; 2024Q4: 11,638 shares; 2025Q1: 11,513 shares; 2025Q2: 8,392 shares; 2025Q3: 8,834 shares; 2025Q4: 9,163 shares; 2026Q1: 15,624 shares; 2026Q2: 15,374 shares 15,374 $1.11M 0.06% -250 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: 5,265 shares; 2024Q4: 4,854 shares; 2025Q1: 4,839 shares; 2025Q2: 4,731 shares; 2025Q3: 5,507 shares; 2025Q4: 6,949 shares; 2026Q1: 6,954 shares; 2026Q2: 6,831 shares 6,831 $1.11M 0.06% -123 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,033 shares; 2024Q4: 18,603 shares; 2025Q1: 15,397 shares; 2025Q2: 15,427 shares; 2025Q3: 15,135 shares; 2025Q4: 13,663 shares; 2026Q1: 14,976 shares; 2026Q2: 14,577 shares 14,577 $1.11M 0.06% -399 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,528 shares; 2024Q4: 13,281 shares; 2025Q1: 13,281 shares; 2025Q2: 13,281 shares; 2025Q3: 13,711 shares; 2025Q4: 13,576 shares; 2026Q1: 13,575 shares; 2026Q2: 13,575 shares 13,575 $1.11M 0.06% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,137 shares; 2024Q4: 1,129 shares; 2025Q1: 1,125 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 681 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $1.1M 0.06% 0 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: not reported; 2026Q2: 943 shares 943 $1.09M 0.05% new 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: 4,398 shares; 2024Q4: 6,398 shares; 2025Q1: 10,095 shares; 2025Q2: 12,148 shares; 2025Q3: 12,578 shares; 2025Q4: 25,902 shares; 2026Q1: 23,045 shares; 2026Q2: 12,859 shares 12,859 $1.08M 0.05% -10,186 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: 19,588 shares; 2024Q4: 17,478 shares; 2025Q1: 17,061 shares; 2025Q2: 14,860 shares; 2025Q3: 15,165 shares; 2025Q4: 19,953 shares; 2026Q1: 19,839 shares; 2026Q2: 5,753 shares 5,753 $1.06M 0.05% -14,086 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,370 shares; 2024Q4: 9,419 shares; 2025Q1: 8,793 shares; 2025Q2: 9,183 shares; 2025Q3: 9,430 shares; 2025Q4: 9,533 shares; 2026Q1: 12,535 shares; 2026Q2: 9,671 shares 9,671 $1.06M 0.05% -2,864 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,530 shares; 2024Q4: 4,518 shares; 2025Q1: 4,396 shares; 2025Q2: 4,174 shares; 2025Q3: 4,182 shares; 2025Q4: 3,552 shares; 2026Q1: 4,861 shares; 2026Q2: 4,592 shares 4,592 $1.06M 0.05% -269 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,243 shares; 2024Q4: 10,243 shares; 2025Q1: 10,137 shares; 2025Q2: 9,564 shares; 2025Q3: 12,718 shares; 2025Q4: 11,474 shares; 2026Q1: 14,737 shares; 2026Q2: 14,865 shares 14,865 $1.05M 0.05% +128 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,627 shares; 2024Q4: 12,287 shares; 2025Q1: 15,042 shares; 2025Q2: 15,064 shares; 2025Q3: 15,062 shares; 2025Q4: 9,667 shares; 2026Q1: 14,678 shares; 2026Q2: 13,639 shares 13,639 $1.03M 0.05% -1,039 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,052 shares; 2024Q4: 26,058 shares; 2025Q1: 25,860 shares; 2025Q2: 23,811 shares; 2025Q3: 23,790 shares; 2025Q4: 24,661 shares; 2026Q1: 20,624 shares; 2026Q2: 19,727 shares 19,727 $1.01M 0.05% -897 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: 1,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares; 2025Q4: 1,647 shares; 2026Q1: 1,623 shares; 2026Q2: 1,732 shares 1,732 $1.01M 0.05% +109 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: 288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 845 shares; 2026Q1: 781 shares; 2026Q2: 826 shares 826 $990K 0.05% +45 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,372 shares; 2024Q4: 25,377 shares; 2025Q1: 25,277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,854 shares; 2026Q2: 18,854 shares 18,854 $987K 0.05% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,352 shares; 2024Q4: 9,721 shares; 2025Q1: 9,618 shares; 2025Q2: 7,486 shares; 2025Q3: 7,480 shares; 2025Q4: 4,543 shares; 2026Q1: 7,601 shares; 2026Q2: 7,868 shares 7,868 $985K 0.05% +267 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,093 shares; 2024Q4: 8,172 shares; 2025Q1: 8,134 shares; 2025Q2: 8,281 shares; 2025Q3: 8,327 shares; 2025Q4: 8,934 shares; 2026Q1: 8,592 shares; 2026Q2: 8,586 shares 8,586 $976K 0.05% -6 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,777 shares; 2024Q4: 13,421 shares; 2025Q1: 11,936 shares; 2025Q2: 6,535 shares; 2025Q3: 8,889 shares; 2025Q4: 3,377 shares; 2026Q1: 11,250 shares; 2026Q2: 11,349 shares 11,349 $963K 0.05% +99 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,003 shares; 2024Q4: 12,338 shares; 2025Q1: 12,295 shares; 2025Q2: 11,012 shares; 2025Q3: 11,021 shares; 2025Q4: 10,178 shares; 2026Q1: 8,638 shares; 2026Q2: 8,624 shares 8,624 $959K 0.05% -14 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: 5,014 shares; 2025Q1: 3,913 shares; 2025Q2: 3,663 shares; 2025Q3: 3,641 shares; 2025Q4: 3,892 shares; 2026Q1: 3,783 shares; 2026Q2: 3,756 shares 3,756 $956K 0.05% -27 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,149 shares; 2024Q4: 5,074 shares; 2025Q1: 5,058 shares; 2025Q2: 3,910 shares; 2025Q3: 3,906 shares; 2025Q4: 2,680 shares; 2026Q1: 4,209 shares; 2026Q2: 4,209 shares 4,209 $955K 0.05% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,756 shares; 2024Q4: 16,756 shares; 2025Q1: 16,563 shares; 2025Q2: 12,088 shares; 2025Q3: 11,790 shares; 2025Q4: 12,517 shares; 2026Q1: 12,106 shares; 2026Q2: 12,157 shares 12,157 $947K 0.05% +51 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511 shares; 2024Q4: 2,489 shares; 2025Q1: 2,460 shares; 2025Q2: 1,372 shares; 2025Q3: 1,387 shares; 2025Q4: 661 shares; 2026Q1: 1,657 shares; 2026Q2: 1,651 shares 1,651 $946K 0.05% -6 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 1,525 shares; 2025Q1: 1,505 shares; 2025Q2: 1,420 shares; 2025Q3: 2,181 shares; 2025Q4: 1,678 shares; 2026Q1: 973 shares; 2026Q2: 876 shares 876 $933K 0.05% -97 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: 11,685 shares; 2024Q4: 11,293 shares; 2025Q1: 10,486 shares; 2025Q2: 9,743 shares; 2025Q3: 11,682 shares; 2025Q4: 11,704 shares; 2026Q1: 11,703 shares; 2026Q2: 11,216 shares 11,216 $927K 0.05% -487 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,179 shares; 2024Q4: 20,174 shares; 2025Q1: 19,913 shares; 2025Q2: 20,142 shares; 2025Q3: 19,938 shares; 2025Q4: 14,164 shares; 2026Q1: 19,470 shares; 2026Q2: 22,228 shares 22,228 $912K 0.05% +2,758 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 2,287 shares; 2026Q1: 2,287 shares; 2026Q2: 2,287 shares 2,287 $901K 0.05% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 5,242 shares 5,242 $896K 0.05% new Timeline EWP 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: 14,422 shares; 2026Q2: 14,646 shares 14,646 $870K 0.04% +224 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147,500 shares; 2024Q4: 643,500 shares; 2025Q1: 303,500 shares; 2025Q2: 295,500 shares; 2025Q3: 295,500 shares; 2025Q4: 295,500 shares; 2026Q1: 295,500 shares; 2026Q2: 295,500 shares 295,500 $863K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,105 shares; 2024Q4: 11,532 shares; 2025Q1: 11,482 shares; 2025Q2: 11,087 shares; 2025Q3: 17,713 shares; 2025Q4: 17,939 shares; 2026Q1: 18,031 shares; 2026Q2: 18,023 shares 18,023 $857K 0.04% -8 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: 2,509 shares; 2024Q4: 2,512 shares; 2025Q1: 2,487 shares; 2025Q2: 2,339 shares; 2025Q3: 4,071 shares; 2025Q4: 7,556 shares; 2026Q1: 7,483 shares; 2026Q2: 4,074 shares 4,074 $852K 0.04% -3,409 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: not reported; 2025Q1: 1,539 shares; 2025Q2: 2,392 shares; 2025Q3: 3,398 shares; 2025Q4: not reported; 2026Q1: 6,598 shares; 2026Q2: 6,975 shares 6,975 $850K 0.04% +377 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,678 shares; 2024Q4: 8,660 shares; 2025Q1: 8,585 shares; 2025Q2: 7,018 shares; 2025Q3: 7,013 shares; 2025Q4: 7,049 shares; 2026Q1: 6,215 shares; 2026Q2: 6,215 shares 6,215 $845K 0.04% 0 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: 13,522 shares; 2024Q4: 13,522 shares; 2025Q1: 13,533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,842 shares; 2026Q2: 10,856 shares 10,856 $837K 0.04% +14 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,984 shares; 2024Q4: 10,583 shares; 2025Q1: 10,452 shares; 2025Q2: 9,343 shares; 2025Q3: 9,484 shares; 2025Q4: 7,104 shares; 2026Q1: 7,395 shares; 2026Q2: 7,534 shares 7,534 $831K 0.04% +139 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,697 shares; 2024Q4: 3,649 shares; 2025Q1: 3,614 shares; 2025Q2: 3,244 shares; 2025Q3: 3,270 shares; 2025Q4: 3,274 shares; 2026Q1: 2,752 shares; 2026Q2: 2,737 shares 2,737 $826K 0.04% -15 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,300 shares; 2025Q2: 256,102 shares; 2025Q3: 5,405 shares; 2025Q4: 33,405 shares; 2026Q1: 33,405 shares; 2026Q2: 23,300 shares 23,300 $826K 0.04% -10,105 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873 shares; 2024Q4: 1,835 shares; 2025Q1: 1,413 shares; 2025Q2: 1,326 shares; 2025Q3: 1,334 shares; 2025Q4: 1,199 shares; 2026Q1: 2,815 shares; 2026Q2: 2,820 shares 2,820 $825K 0.04% +5 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,006 shares; 2024Q4: 5,937 shares; 2025Q1: 5,865 shares; 2025Q2: 4,008 shares; 2025Q3: 4,007 shares; 2025Q4: 2,847 shares; 2026Q1: 5,246 shares; 2026Q2: 5,235 shares 5,235 $817K 0.04% -11 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,540 shares; 2024Q4: 5,294 shares; 2025Q1: 5,226 shares; 2025Q2: 4,789 shares; 2025Q3: 4,637 shares; 2025Q4: 3,353 shares; 2026Q1: 2,727 shares; 2026Q2: 2,746 shares 2,746 $795K 0.04% +19 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: 766 shares; 2024Q4: 766 shares; 2025Q1: 956 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares; 2026Q2: 6,625 shares 6,625 $792K 0.04% +5,698 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,577 shares; 2025Q1: 32,047 shares; 2025Q2: 54,150 shares; 2025Q3: 53,037 shares; 2025Q4: 53,037 shares; 2026Q1: 53,035 shares; 2026Q2: 50,260 shares 50,260 $791K 0.04% -2,775 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 101,650 shares; 2025Q4: 82,529 shares; 2026Q1: 48,723 shares; 2026Q2: 43,668 shares 43,668 $783K 0.04% -5,055 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: 9,872 shares; 2024Q4: 9,784 shares; 2025Q1: 9,656 shares; 2025Q2: 9,652 shares; 2025Q3: 10,083 shares; 2025Q4: 8,915 shares; 2026Q1: 9,042 shares; 2026Q2: 4,411 shares 4,411 $776K 0.04% -4,631 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: not reported; 2026Q2: 455 shares 455 $772K 0.04% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,273 shares; 2024Q4: 2,176 shares; 2025Q1: 3,342 shares; 2025Q2: 3,980 shares; 2025Q3: 4,012 shares; 2025Q4: 3,905 shares; 2026Q1: 5,410 shares; 2026Q2: 5,438 shares 5,438 $757K 0.04% +28 Timeline RSPE 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: 8,651 shares; 2026Q1: 22,121 shares; 2026Q2: 22,121 shares 22,121 $750K 0.04% 0 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: 1,082 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,940 shares; 2025Q3: 2,222 shares; 2025Q4: 1,459 shares; 2026Q1: 1,212 shares; 2026Q2: 8,703 shares 8,703 $750K 0.04% +7,491 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,494 shares; 2024Q4: 5,491 shares; 2025Q1: 5,475 shares; 2025Q2: 6,798 shares; 2025Q3: 6,793 shares; 2025Q4: 5,097 shares; 2026Q1: 5,430 shares; 2026Q2: 5,301 shares 5,301 $748K 0.04% -129 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,784 shares; 2024Q4: 4,938 shares; 2025Q1: 4,743 shares; 2025Q2: 4,759 shares; 2025Q3: 4,933 shares; 2025Q4: 4,788 shares; 2026Q1: 5,933 shares; 2026Q2: 6,059 shares 6,059 $742K 0.04% +126 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,756 shares; 2024Q4: 9,396 shares; 2025Q1: 9,401 shares; 2025Q2: 9,382 shares; 2025Q3: 11,086 shares; 2025Q4: 16,478 shares; 2026Q1: 15,005 shares; 2026Q2: 10,213 shares 10,213 $737K 0.04% -4,792 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: 11,348 shares; 2024Q4: 11,348 shares; 2025Q1: 11,243 shares; 2025Q2: 9,356 shares; 2025Q3: 9,128 shares; 2025Q4: 7,423 shares; 2026Q1: 7,254 shares; 2026Q2: 6,821 shares 6,821 $734K 0.04% -433 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: 14,775 shares; 2024Q4: 14,564 shares; 2025Q1: 14,364 shares; 2025Q2: 2,595 shares; 2025Q3: 2,400 shares; 2025Q4: 2,402 shares; 2026Q1: 2,410 shares; 2026Q2: 2,411 shares 2,411 $731K 0.04% +1 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,421 shares; 2024Q4: 10,785 shares; 2025Q1: 18,188 shares; 2025Q2: 17,118 shares; 2025Q3: 17,118 shares; 2025Q4: 7,654 shares; 2026Q1: 13,857 shares; 2026Q2: 13,833 shares 13,833 $727K 0.04% -24 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: 1,549 shares; 2024Q4: 1,596 shares; 2025Q1: 1,636 shares; 2025Q2: 1,613 shares; 2025Q3: 1,710 shares; 2025Q4: 1,760 shares; 2026Q1: 1,716 shares; 2026Q2: 1,697 shares 1,697 $723K 0.04% -19 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,915 shares; 2024Q4: 3,152 shares; 2025Q1: 3,152 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 2,713 shares; 2026Q1: 2,714 shares; 2026Q2: 2,318 shares 2,318 $710K 0.04% -396 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,541 shares; 2025Q4: 1,508 shares; 2026Q1: 1,688 shares; 2026Q2: 1,682 shares 1,682 $708K 0.04% -6 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,801 shares; 2025Q4: 2,085 shares; 2026Q1: 1,756 shares; 2026Q2: 1,610 shares 1,610 $698K 0.04% -146 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: 3,832 shares; 2024Q4: 3,832 shares; 2025Q1: 3,819 shares; 2025Q2: 2,167 shares; 2025Q3: 2,096 shares; 2025Q4: 2,067 shares; 2026Q1: 2,006 shares; 2026Q2: 870 shares 870 $691K 0.03% -1,136 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: 2,055 shares; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 2,044 shares; 2025Q3: 2,175 shares; 2025Q4: 2,275 shares; 2026Q1: 2,608 shares; 2026Q2: 2,431 shares 2,431 $684K 0.03% -177 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,793 shares 6,793 $681K 0.03% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976 shares; 2024Q4: 5,864 shares; 2025Q1: 5,856 shares; 2025Q2: 7,282 shares; 2025Q3: 7,697 shares; 2025Q4: 9,221 shares; 2026Q1: 9,463 shares; 2026Q2: 7,711 shares 7,711 $670K 0.03% -1,752 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,806 shares; 2025Q1: 1,790 shares; 2025Q2: 1,470 shares; 2025Q3: 1,610 shares; 2025Q4: 975 shares; 2026Q1: 2,949 shares; 2026Q2: 3,088 shares 3,088 $664K 0.03% +139 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,995 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 2,558 shares; 2025Q4: 4,478 shares; 2026Q1: 4,539 shares; 2026Q2: 2,412 shares 2,412 $652K 0.03% -2,127 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,611 shares; 2024Q4: 4,169 shares; 2025Q1: 4,169 shares; 2025Q2: 4,086 shares; 2025Q3: 4,202 shares; 2025Q4: 4,570 shares; 2026Q1: 4,482 shares; 2026Q2: 4,482 shares 4,482 $648K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 324 shares; 2026Q1: 342 shares; 2026Q2: 316 shares 316 $629K 0.03% -26 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: 4,221 shares; 2024Q4: 4,053 shares; 2025Q1: 3,989 shares; 2025Q2: 2,671 shares; 2025Q3: 2,690 shares; 2025Q4: 2,699 shares; 2026Q1: 2,869 shares; 2026Q2: 2,827 shares 2,827 $624K 0.03% -42 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,639 shares; 2024Q4: 5,695 shares; 2025Q1: 5,695 shares; 2025Q2: 5,628 shares; 2025Q3: 5,974 shares; 2025Q4: 6,155 shares; 2026Q1: 6,507 shares; 2026Q2: 6,578 shares 6,578 $610K 0.03% +71 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 897 shares; 2026Q1: 903 shares; 2026Q2: 838 shares 838 $606K 0.03% -65 Timeline ACWX 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: 7,619 shares; 2026Q2: 7,867 shares 7,867 $599K 0.03% +248 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,531 shares; 2026Q1: 4,751 shares; 2026Q2: 4,751 shares 4,751 $599K 0.03% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,204 shares; 2024Q4: 12,079 shares; 2025Q1: 10,454 shares; 2025Q2: 10,620 shares; 2025Q3: 10,911 shares; 2025Q4: 11,425 shares; 2026Q1: 11,350 shares; 2026Q2: 11,005 shares 11,005 $598K 0.03% -345 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 6,606 shares 6,606 $597K 0.03% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 1,931 shares; 2025Q1: 3,274 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 2,959 shares; 2026Q1: 2,847 shares; 2026Q2: 2,847 shares 2,847 $596K 0.03% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,295 shares; 2025Q3: 4,440 shares; 2025Q4: 5,477 shares; 2026Q1: 6,190 shares; 2026Q2: 9,480 shares 9,480 $594K 0.03% +3,290 Timeline SH 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: 7,000 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,750 shares; 2026Q2: 17,750 shares 17,750 $586K 0.03% +5,000 Timeline VTP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,748 shares; 2026Q1: 6,408 shares; 2026Q2: 7,550 shares 7,550 $579K 0.03% +1,142 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 188 shares; 2026Q2: 1,910 shares 1,910 $576K 0.03% +1,722 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 17,321 shares; 2025Q4: 17,321 shares; 2026Q1: 17,321 shares; 2026Q2: 17,321 shares 17,321 $562K 0.03% 0 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,419 shares; 2024Q4: 38,800 shares; 2025Q1: 41,040 shares; 2025Q2: 30,630 shares; 2025Q3: 31,258 shares; 2025Q4: 31,632 shares; 2026Q1: 21,020 shares; 2026Q2: 20,829 shares 20,829 $549K 0.03% -191 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,837 shares; 2026Q2: 15,837 shares 15,837 $548K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,688 shares; 2025Q1: 3,633 shares; 2025Q2: 3,630 shares; 2025Q3: 3,533 shares; 2025Q4: 5,354 shares; 2026Q1: 5,508 shares; 2026Q2: 5,752 shares 5,752 $527K 0.03% +244 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 3,227 shares; 2025Q1: 4,429 shares; 2025Q2: 3,333 shares; 2025Q3: 3,332 shares; 2025Q4: 3,269 shares; 2026Q1: 3,976 shares; 2026Q2: 3,772 shares 3,772 $520K 0.03% -204 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: 4,639 shares; 2024Q4: 4,505 shares; 2025Q1: 4,512 shares; 2025Q2: 4,374 shares; 2025Q3: 5,682 shares; 2025Q4: 6,725 shares; 2026Q1: 6,952 shares; 2026Q2: 6,384 shares 6,384 $519K 0.03% -568 Timeline DGRO 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: 6,832 shares; 2025Q4: 6,832 shares; 2026Q1: 6,832 shares; 2026Q2: 6,832 shares 6,832 $518K 0.03% 0 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,123 shares; 2024Q4: 10,211 shares; 2025Q1: 10,211 shares; 2025Q2: 10,210 shares; 2025Q3: 10,211 shares; 2025Q4: 10,210 shares; 2026Q1: 10,211 shares; 2026Q2: 10,211 shares 10,211 $501K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434 shares; 2026Q1: 435 shares; 2026Q2: 422 shares 422 $496K 0.02% -13 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,404 shares; 2024Q4: 8,193 shares; 2025Q1: 8,102 shares; 2025Q2: 4,376 shares; 2025Q3: 4,371 shares; 2025Q4: 4,491 shares; 2026Q1: 6,464 shares; 2026Q2: 6,441 shares 6,441 $489K 0.02% -23 Timeline CDW CDW CORP More: the full row for CDW 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: 3,039 shares; 2026Q2: 3,458 shares 3,458 $486K 0.02% +419 Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ 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: 1,203,704 shares; 2025Q3: 1,203,704 shares; 2025Q4: 1,203,704 shares; 2026Q1: 1,203,704 shares; 2026Q2: 1,203,704 shares 1,203,704 $485K 0.02% 0 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: 27,577 shares; 2024Q4: 26,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,670 shares; 2025Q4: 13,920 shares; 2026Q1: 12,866 shares; 2026Q2: 3,766 shares 3,766 $484K 0.02% -9,100 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: 2,884 shares; 2024Q4: 2,638 shares; 2025Q1: 2,636 shares; 2025Q2: 2,600 shares; 2025Q3: 1,483 shares; 2025Q4: 1,834 shares; 2026Q1: 1,110 shares; 2026Q2: 1,062 shares 1,062 $481K 0.02% -48 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,639 shares; 2024Q4: 6,649 shares; 2025Q1: 6,210 shares; 2025Q2: 6,212 shares; 2025Q3: 6,228 shares; 2025Q4: 8,308 shares; 2026Q1: 6,717 shares; 2026Q2: 6,718 shares 6,718 $480K 0.02% +1 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: 1,619 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 2,294 shares; 2025Q3: 1,752 shares; 2025Q4: 1,805 shares; 2026Q1: 928 shares; 2026Q2: 1,170 shares 1,170 $476K 0.02% +242 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: 4,888 shares; 2024Q4: 4,739 shares; 2025Q1: 4,706 shares; 2025Q2: 4,456 shares; 2025Q3: 4,704 shares; 2025Q4: 5,959 shares; 2026Q1: 4,981 shares; 2026Q2: 7,389 shares 7,389 $461K 0.02% +2,408 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: 2,429 shares; 2024Q4: 2,417 shares; 2025Q1: 2,429 shares; 2025Q2: 1,146 shares; 2025Q3: 2,030 shares; 2025Q4: 2,036 shares; 2026Q1: 2,227 shares; 2026Q2: 2,406 shares 2,406 $458K 0.02% +179 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,406 shares 3,406 $457K 0.02% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,894 shares; 2026Q2: 5,386 shares 5,386 $456K 0.02% +492 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,873 shares; 2024Q4: 25,864 shares; 2025Q1: 40,705 shares; 2025Q2: 36,140 shares; 2025Q3: 36,128 shares; 2025Q4: 18,240 shares; 2026Q1: 22,359 shares; 2026Q2: 17,243 shares 17,243 $454K 0.02% -5,116 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,273 shares; 2026Q2: 3,379 shares 3,379 $449K 0.02% +106 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,107 shares; 2025Q1: 1,099 shares; 2025Q2: 1,180 shares; 2025Q3: 1,193 shares; 2025Q4: 1,001 shares; 2026Q1: 1,335 shares; 2026Q2: 1,340 shares 1,340 $442K 0.02% +5 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,894 shares 4,894 $442K 0.02% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,517 shares; 2025Q4: 3,517 shares; 2026Q1: 3,439 shares; 2026Q2: 3,439 shares 3,439 $440K 0.02% 0 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: not reported; 2024Q4: 842 shares; 2025Q1: 834 shares; 2025Q2: 776 shares; 2025Q3: 1,469 shares; 2025Q4: 3,081 shares; 2026Q1: 2,625 shares; 2026Q2: 1,205 shares 1,205 $425K 0.02% -1,420 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,143 shares; 2024Q4: 5,195 shares; 2025Q1: 5,204 shares; 2025Q2: 5,226 shares; 2025Q3: 4,492 shares; 2025Q4: 4,618 shares; 2026Q1: 4,622 shares; 2026Q2: 4,932 shares 4,932 $422K 0.02% +310 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,128 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,100 shares; 2025Q3: 1,375 shares; 2025Q4: 1,344 shares; 2026Q1: 1,416 shares; 2026Q2: 1,127 shares 1,127 $418K 0.02% -289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 903 shares; 2025Q4: 1,151 shares; 2026Q1: 1,121 shares; 2026Q2: 1,104 shares 1,104 $413K 0.02% -17 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: 17,647 shares; 2025Q1: 17,669 shares; 2025Q2: 17,492 shares; 2025Q3: 17,562 shares; 2025Q4: 17,634 shares; 2026Q1: 17,331 shares; 2026Q2: 17,405 shares 17,405 $409K 0.02% +74 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,352 shares; 2025Q1: 5,667 shares; 2025Q2: 6,088 shares; 2025Q3: 7,362 shares; 2025Q4: 8,560 shares; 2026Q1: 8,814 shares; 2026Q2: 8,920 shares 8,920 $408K 0.02% +106 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: 15,780 shares; 2024Q4: 15,675 shares; 2025Q1: 4,995 shares; 2025Q2: 5,429 shares; 2025Q3: 4,619 shares; 2025Q4: 6,908 shares; 2026Q1: 7,000 shares; 2026Q2: 7,109 shares 7,109 $402K 0.02% +109 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: 998 shares; 2025Q4: not reported; 2026Q1: 1,268 shares; 2026Q2: 1,175 shares 1,175 $401K 0.02% -93 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $399K 0.02% 0 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: 20,668 shares; 2024Q4: 20,538 shares; 2025Q1: 20,512 shares; 2025Q2: 19,361 shares; 2025Q3: 20,173 shares; 2025Q4: 21,638 shares; 2026Q1: 18,223 shares; 2026Q2: 16,496 shares 16,496 $397K 0.02% -1,727 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,378 shares; 2024Q4: 2,725 shares; 2025Q1: 2,729 shares; 2025Q2: 2,759 shares; 2025Q3: 3,691 shares; 2025Q4: 3,795 shares; 2026Q1: 3,977 shares; 2026Q2: 3,818 shares 3,818 $397K 0.02% -159 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,658 shares; 2025Q3: 6,799 shares; 2025Q4: not reported; 2026Q1: 13,197 shares; 2026Q2: 13,243 shares 13,243 $396K 0.02% +46 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 2,018 shares; 2025Q4: 1,880 shares; 2026Q1: 1,899 shares; 2026Q2: 1,963 shares 1,963 $394K 0.02% +64 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 843 shares; 2025Q3: 788 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 4,654 shares 4,654 $385K 0.02% +3,982 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: 3,785 shares; 2026Q1: 2,970 shares; 2026Q2: 589 shares 589 $377K 0.02% -2,381 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: 1,360 shares; 2024Q4: 1,316 shares; 2025Q1: 1,268 shares; 2025Q2: not reported; 2025Q3: 3,963 shares; 2025Q4: 4,122 shares; 2026Q1: 3,875 shares; 2026Q2: 2,553 shares 2,553 $374K 0.02% -1,322 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: not reported; 2026Q1: 2,651 shares; 2026Q2: 2,650 shares 2,650 $371K 0.02% -1 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: 1,514 shares; 2025Q1: 1,510 shares; 2025Q2: 1,050 shares; 2025Q3: 1,164 shares; 2025Q4: 1,116 shares; 2026Q1: 892 shares; 2026Q2: 815 shares 815 $368K 0.02% -77 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,487 shares; 2024Q4: 6,487 shares; 2025Q1: 6,417 shares; 2025Q2: 3,792 shares; 2025Q3: 3,839 shares; 2025Q4: 3,594 shares; 2026Q1: 4,763 shares; 2026Q2: 4,711 shares 4,711 $356K 0.02% -52 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,034 shares; 2024Q4: 66,682 shares; 2025Q1: 71,613 shares; 2025Q2: 8,757 shares; 2025Q3: 8,757 shares; 2025Q4: 7,841 shares; 2026Q1: 7,841 shares; 2026Q2: 2,586 shares 2,586 $353K 0.02% -5,255 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,510 shares; 2024Q4: 6,271 shares; 2025Q1: 6,250 shares; 2025Q2: 5,573 shares; 2025Q3: 5,568 shares; 2025Q4: 5,701 shares; 2026Q1: 4,679 shares; 2026Q2: 4,714 shares 4,714 $344K 0.02% +35 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: 5,659 shares; 2026Q1: 6,037 shares; 2026Q2: 5,640 shares 5,640 $339K 0.02% -397 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,569 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 7,569 shares; 2025Q4: 7,569 shares; 2026Q1: 7,569 shares; 2026Q2: 7,569 shares 7,569 $333K 0.02% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 17,972 shares; 2025Q4: 21,002 shares; 2026Q1: 22,224 shares; 2026Q2: 24,893 shares 24,893 $331K 0.02% +2,669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares; 2026Q1: 4,811 shares; 2026Q2: 2,173 shares 2,173 $329K 0.02% -2,638 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 937 shares; 2025Q4: 932 shares; 2026Q1: 932 shares; 2026Q2: 897 shares 897 $328K 0.02% -35 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,926 shares; 2025Q4: not reported; 2026Q1: 6,098 shares; 2026Q2: 6,098 shares 6,098 $319K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,422 shares 1,422 $318K 0.02% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,422 shares 1,422 $314K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,648 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,796 shares; 2025Q4: 2,025 shares; 2026Q1: 1,899 shares; 2026Q2: 2,194 shares 2,194 $314K 0.02% +295 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $309K 0.02% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares; 2026Q1: 1,217 shares; 2026Q2: 1,444 shares 1,444 $307K 0.02% +227 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,577 shares; 2024Q4: 17,577 shares; 2025Q1: 17,577 shares; 2025Q2: 17,554 shares; 2025Q3: 17,554 shares; 2025Q4: 17,838 shares; 2026Q1: 18,122 shares; 2026Q2: 18,286 shares 18,286 $305K 0.02% +164 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,876 shares; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: not reported; 2025Q3: 3,387 shares; 2025Q4: 3,228 shares; 2026Q1: 3,056 shares; 2026Q2: 2,944 shares 2,944 $305K 0.02% -112 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 2,818 shares; 2025Q2: 3,350 shares; 2025Q3: 3,352 shares; 2025Q4: 3,354 shares; 2026Q1: 3,358 shares; 2026Q2: 3,252 shares 3,252 $304K 0.02% -106 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: 4,537 shares; 2024Q4: 3,899 shares; 2025Q1: 3,993 shares; 2025Q2: 3,810 shares; 2025Q3: 4,317 shares; 2025Q4: 4,317 shares; 2026Q1: 4,332 shares; 2026Q2: 3,859 shares 3,859 $299K 0.02% -473 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,662 shares; 2024Q4: 60,797 shares; 2025Q1: 50,560 shares; 2025Q2: 18,135 shares; 2025Q3: 18,135 shares; 2025Q4: 18,135 shares; 2026Q1: 18,494 shares; 2026Q2: 18,135 shares 18,135 $297K 0.01% -359 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,326 shares 4,326 $296K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 3,191 shares; 2026Q1: 3,198 shares; 2026Q2: 1,079 shares 1,079 $293K 0.01% -2,119 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,661 shares; 2026Q1: 1,682 shares; 2026Q2: 1,722 shares 1,722 $293K 0.01% +40 Timeline AIQ 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: 4,136 shares; 2025Q4: 4,136 shares; 2026Q1: not reported; 2026Q2: 4,447 shares 4,447 $292K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 118 shares; 2026Q1: 73 shares; 2026Q2: 91 shares 91 $291K 0.01% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares; 2026Q1: 1,373 shares; 2026Q2: 1,881 shares 1,881 $290K 0.01% +508 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,097 shares; 2026Q1: 2,086 shares; 2026Q2: 2,954 shares 2,954 $287K 0.01% +868 Timeline VSS 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: 1,455 shares; 2026Q1: 1,650 shares; 2026Q2: 1,840 shares 1,840 $284K 0.01% +190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 471 shares; 2026Q1: 539 shares; 2026Q2: 544 shares 544 $282K 0.01% +5 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,435 shares; 2024Q4: 10,420 shares; 2025Q1: 10,347 shares; 2025Q2: 9,747 shares; 2025Q3: 9,743 shares; 2025Q4: 9,558 shares; 2026Q1: 8,641 shares; 2026Q2: 9,355 shares 9,355 $277K 0.01% +714 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,661 shares; 2024Q4: 12,654 shares; 2025Q1: 12,445 shares; 2025Q2: 11,053 shares; 2025Q3: 10,944 shares; 2025Q4: 10,923 shares; 2026Q1: 10,525 shares; 2026Q2: 6,712 shares 6,712 $274K 0.01% -3,813 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: 238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,960 shares; 2026Q1: not reported; 2026Q2: 2,948 shares 2,948 $271K 0.01% new 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: 2,348 shares; 2026Q2: 2,222 shares 2,222 $270K 0.01% -126 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: not reported; 2026Q2: 774 shares 774 $265K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,771 shares; 2026Q1: 4,267 shares; 2026Q2: 4,333 shares 4,333 $262K 0.01% +66 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 403 shares 403 $257K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,553 shares 1,553 $254K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,133 shares 6,133 $253K 0.01% new 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: 4,886 shares; 2026Q1: 5,984 shares; 2026Q2: 4,656 shares 4,656 $249K 0.01% -1,328 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,433 shares; 2025Q4: 5,976 shares; 2026Q1: 5,976 shares; 2026Q2: 5,976 shares 5,976 $247K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $246K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,152 shares 2,152 $241K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $237K 0.01% new Timeline AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this 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: 5,000 shares 5,000 $237K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 573 shares; 2026Q1: not reported; 2026Q2: 610 shares 610 $236K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 465 shares 465 $230K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,554 shares; 2026Q2: 11,470 shares 11,470 $228K 0.01% +916 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,104 shares 3,104 $228K 0.01% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 1,956 shares; 2025Q1: 1,951 shares; 2025Q2: 1,962 shares; 2025Q3: 2,035 shares; 2025Q4: 2,235 shares; 2026Q1: 1,531 shares; 2026Q2: 1,439 shares 1,439 $226K 0.01% -92 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,862 shares 5,862 $223K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,907 shares; 2025Q1: 1,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,344 shares; 2026Q2: 2,575 shares 2,575 $222K 0.01% +231 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 606 shares; 2026Q2: 706 shares 706 $221K 0.01% +100 Timeline ITOT 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: 1,345 shares 1,345 $221K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares; 2026Q2: 157 shares 157 $217K 0.01% -36 Timeline QLD 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: not reported; 2026Q2: 2,209 shares 2,209 $214K 0.01% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD 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: not reported; 2026Q2: 2,000 shares 2,000 $213K 0.01% new 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: 2,541 shares 2,541 $212K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 490 shares 490 $211K 0.01% new Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,350 shares 5,350 $211K 0.01% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $209K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,659 shares; 2024Q4: 38,768 shares; 2025Q1: 46,086 shares; 2025Q2: 11,426 shares; 2025Q3: 12,170 shares; 2025Q4: 14,571 shares; 2026Q1: 14,392 shares; 2026Q2: 8,368 shares 8,368 $205K 0.01% -6,024 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 984 shares 984 $204K 0.01% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG 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: 4,255 shares 4,255 $203K 0.01% new 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: not reported; 2025Q4: 6,534 shares; 2026Q1: 4,993 shares; 2026Q2: 1,146 shares 1,146 $202K 0.01% -3,847 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,805 shares 1,805 $202K 0.01% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,810 shares; 2025Q4: 16,523 shares; 2026Q1: 16,583 shares; 2026Q2: 3,993 shares 3,993 $202K 0.01% -12,590 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,256 shares; 2026Q1: 17,527 shares; 2026Q2: 12,426 shares 12,426 $173K 0.01% -5,101 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,932 shares; 2026Q1: 16,491 shares; 2026Q2: 18,015 shares 18,015 $173K 0.01% +1,524 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 10,125 shares; 2025Q4: 13,019 shares; 2026Q1: 13,378 shares; 2026Q2: 13,955 shares 13,955 $163K 0.01% +577 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,151 shares; 2026Q2: 10,922 shares 10,922 $151K 0.01% +771 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,813 shares; 2026Q2: 12,852 shares 12,852 $113K 0.01% +1,039 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,416 shares 12,416 $105K 0.01% new Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,610 shares; 2024Q4: 29,998 shares; 2025Q1: 28,940 shares; 2025Q2: 28,940 shares; 2025Q3: 28,940 shares; 2025Q4: 29,474 shares; 2026Q1: 29,474 shares; 2026Q2: 29,474 shares 29,474 $58.7K <0.01% 0 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES 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: 11,157 shares 11,157 $24K <0.01% new Timeline