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: 426,496 shares; 2024Q4: 422,048 shares; 2025Q1: 418,149 shares; 2025Q2: 422,419 shares; 2025Q3: 417,747 shares; 2025Q4: 413,101 shares; 2026Q1: 416,744 shares; 2026Q2: 411,578 shares 411,578 $283M 11.28% -5,166 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: 2,059,943 shares; 2024Q4: 2,049,294 shares; 2025Q1: 2,045,743 shares; 2025Q2: 2,043,482 shares; 2025Q3: 2,078,207 shares; 2025Q4: 2,026,919 shares; 2026Q1: 2,126,368 shares; 2026Q2: 2,093,639 shares 2,093,639 $122M 4.87% -32,729 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326,166 shares; 2024Q4: 1,353,301 shares; 2025Q1: 1,319,350 shares; 2025Q2: 1,289,516 shares; 2025Q3: 1,279,126 shares; 2025Q4: 1,268,269 shares; 2026Q1: 1,257,104 shares; 2026Q2: 1,264,331 shares 1,264,331 $98.5M 3.93% +7,227 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012,332 shares; 2024Q4: 1,046,433 shares; 2025Q1: 1,099,425 shares; 2025Q2: 1,099,630 shares; 2025Q3: 1,107,159 shares; 2025Q4: 1,111,801 shares; 2026Q1: 1,116,682 shares; 2026Q2: 1,141,250 shares 1,141,250 $93.7M 3.74% +24,568 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: 263,245 shares; 2024Q4: 258,286 shares; 2025Q1: 253,224 shares; 2025Q2: 259,988 shares; 2025Q3: 255,042 shares; 2025Q4: 252,205 shares; 2026Q1: 254,864 shares; 2026Q2: 1,010,649 shares 1,010,649 $81.4M 3.25% +755,785 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: 280,138 shares; 2024Q4: 278,073 shares; 2025Q1: 275,909 shares; 2025Q2: 274,279 shares; 2025Q3: 273,595 shares; 2025Q4: 272,320 shares; 2026Q1: 276,230 shares; 2026Q2: 275,680 shares 275,680 $79.8M 3.19% -550 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 932,465 shares; 2024Q4: 937,315 shares; 2025Q1: 956,084 shares; 2025Q2: 949,420 shares; 2025Q3: 962,288 shares; 2025Q4: 960,454 shares; 2026Q1: 960,551 shares; 2026Q2: 987,399 shares 987,399 $78.1M 3.12% +26,848 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: 263,850 shares; 2024Q4: 257,179 shares; 2025Q1: 251,792 shares; 2025Q2: 258,797 shares; 2025Q3: 257,086 shares; 2025Q4: 254,416 shares; 2026Q1: 258,672 shares; 2026Q2: 251,979 shares 251,979 $76.5M 3.05% -6,693 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: 84,239 shares; 2024Q4: 83,317 shares; 2025Q1: 85,810 shares; 2025Q2: 93,678 shares; 2025Q3: 92,721 shares; 2025Q4: 89,919 shares; 2026Q1: 94,028 shares; 2026Q2: 93,649 shares 93,649 $68.9M 2.75% -379 Timeline VPL 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: 646,077 shares; 2024Q4: 637,191 shares; 2025Q1: 657,455 shares; 2025Q2: 625,903 shares; 2025Q3: 614,435 shares; 2025Q4: 600,519 shares; 2026Q1: 599,049 shares; 2026Q2: 584,941 shares 584,941 $67.7M 2.7% -14,108 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863,960 shares; 2024Q4: 845,073 shares; 2025Q1: 839,508 shares; 2025Q2: 804,414 shares; 2025Q3: 787,959 shares; 2025Q4: 774,900 shares; 2026Q1: 776,110 shares; 2026Q2: 761,318 shares 761,318 $67.4M 2.69% -14,792 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: 92,274 shares; 2024Q4: 89,471 shares; 2025Q1: 87,953 shares; 2025Q2: 87,896 shares; 2025Q3: 86,914 shares; 2025Q4: 86,520 shares; 2026Q1: 84,736 shares; 2026Q2: 83,796 shares 83,796 $62.7M 2.51% -940 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393,261 shares; 2024Q4: 386,972 shares; 2025Q1: 387,955 shares; 2025Q2: 403,011 shares; 2025Q3: 395,220 shares; 2025Q4: 390,509 shares; 2026Q1: 396,206 shares; 2026Q2: 390,879 shares 390,879 $61.7M 2.47% -5,327 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: 1,084,449 shares; 2024Q4: 1,055,351 shares; 2025Q1: 1,065,039 shares; 2025Q2: 1,032,011 shares; 2025Q3: 1,023,779 shares; 2025Q4: 1,005,205 shares; 2026Q1: 1,027,520 shares; 2026Q2: 1,017,379 shares 1,017,379 $60.7M 2.42% -10,141 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,153 shares; 2024Q4: 129,877 shares; 2025Q1: 310,480 shares; 2025Q2: 392,505 shares; 2025Q3: 402,456 shares; 2025Q4: 449,958 shares; 2026Q1: 517,655 shares; 2026Q2: 568,773 shares 568,773 $57.3M 2.29% +51,118 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: 278,688 shares; 2024Q4: 280,570 shares; 2025Q1: 310,074 shares; 2025Q2: 323,173 shares; 2025Q3: 367,255 shares; 2025Q4: 394,323 shares; 2026Q1: 418,434 shares; 2026Q2: 455,713 shares 455,713 $45.1M 1.8% +37,279 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: 108,357 shares; 2024Q4: 107,757 shares; 2025Q1: 107,531 shares; 2025Q2: 107,511 shares; 2025Q3: 107,884 shares; 2025Q4: 107,913 shares; 2026Q1: 108,007 shares; 2026Q2: 107,832 shares 107,832 $39.9M 1.59% -175 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: 92,292 shares; 2024Q4: 92,161 shares; 2025Q1: 91,230 shares; 2025Q2: 91,138 shares; 2025Q3: 91,100 shares; 2025Q4: 91,818 shares; 2026Q1: 91,711 shares; 2026Q2: 91,285 shares 91,285 $34M 1.36% -426 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: 324,478 shares; 2024Q4: 320,733 shares; 2025Q1: 319,163 shares; 2025Q2: 347,215 shares; 2025Q3: 340,738 shares; 2025Q4: 335,953 shares; 2026Q1: 339,527 shares; 2026Q2: 331,336 shares 331,336 $27.4M 1.1% -8,191 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,080 shares; 2024Q4: 313,266 shares; 2025Q1: 314,640 shares; 2025Q2: 352,399 shares; 2025Q3: 350,108 shares; 2025Q4: 342,376 shares; 2026Q1: 345,763 shares; 2026Q2: 334,311 shares 334,311 $27.4M 1.09% -11,452 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: 168,640 shares; 2024Q4: 167,716 shares; 2025Q1: 174,030 shares; 2025Q2: 179,722 shares; 2025Q3: 178,266 shares; 2025Q4: 178,709 shares; 2026Q1: 183,805 shares; 2026Q2: 180,676 shares 180,676 $26.8M 1.07% -3,129 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,803 shares; 2024Q4: 351,917 shares; 2025Q1: 349,399 shares; 2025Q2: 361,485 shares; 2025Q3: 354,833 shares; 2025Q4: 348,563 shares; 2026Q1: 353,028 shares; 2026Q2: 348,812 shares 348,812 $26.2M 1.05% -4,216 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,420 shares; 2024Q4: 370,910 shares; 2025Q1: 341,633 shares; 2025Q2: 334,688 shares; 2025Q3: 337,381 shares; 2025Q4: 321,815 shares; 2026Q1: 333,211 shares; 2026Q2: 338,844 shares 338,844 $24.9M 0.99% +5,633 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: 292,044 shares; 2024Q4: 291,038 shares; 2025Q1: 302,188 shares; 2025Q2: 293,179 shares; 2025Q3: 287,779 shares; 2025Q4: 289,301 shares; 2026Q1: 305,512 shares; 2026Q2: 301,161 shares 301,161 $23.2M 0.93% -4,351 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: 147,786 shares; 2024Q4: 149,706 shares; 2025Q1: 148,800 shares; 2025Q2: 148,447 shares; 2025Q3: 148,091 shares; 2025Q4: 148,117 shares; 2026Q1: 143,506 shares; 2026Q2: 142,530 shares 142,530 $20.6M 0.82% -976 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: 86,490 shares; 2024Q4: 84,517 shares; 2025Q1: 80,214 shares; 2025Q2: 79,656 shares; 2025Q3: 79,482 shares; 2025Q4: 80,120 shares; 2026Q1: 79,869 shares; 2026Q2: 79,661 shares 79,661 $20.2M 0.81% -208 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: 84,330 shares; 2024Q4: 83,555 shares; 2025Q1: 84,751 shares; 2025Q2: 87,296 shares; 2025Q3: 87,783 shares; 2025Q4: 90,782 shares; 2026Q1: 95,210 shares; 2026Q2: 94,875 shares 94,875 $19M 0.76% -335 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,209 shares; 2024Q4: 23,819 shares; 2025Q1: 34,182 shares; 2025Q2: 45,338 shares; 2025Q3: 44,607 shares; 2025Q4: 44,339 shares; 2026Q1: 53,342 shares; 2026Q2: 53,178 shares 53,178 $18.3M 0.73% -164 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,981 shares; 2024Q4: 251,263 shares; 2025Q1: 230,680 shares; 2025Q2: 218,929 shares; 2025Q3: 220,249 shares; 2025Q4: 227,283 shares; 2026Q1: 224,670 shares; 2026Q2: 223,101 shares 223,101 $17.1M 0.68% -1,569 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: 50,721 shares; 2024Q4: 85,124 shares; 2025Q1: 84,620 shares; 2025Q2: 85,765 shares; 2025Q3: 96,390 shares; 2025Q4: 102,135 shares; 2026Q1: 102,314 shares; 2026Q2: 103,167 shares 103,167 $16.9M 0.68% +853 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: 21,691 shares; 2024Q4: 21,784 shares; 2025Q1: 21,634 shares; 2025Q2: 21,634 shares; 2025Q3: 22,400 shares; 2025Q4: 22,419 shares; 2026Q1: 22,419 shares; 2026Q2: 22,387 shares 22,387 $16.2M 0.65% -32 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: 42,825 shares; 2024Q4: 43,309 shares; 2025Q1: 43,581 shares; 2025Q2: 45,198 shares; 2025Q3: 44,730 shares; 2025Q4: 44,172 shares; 2026Q1: 45,759 shares; 2026Q2: 44,406 shares 44,406 $15.9M 0.63% -1,353 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: 208,165 shares; 2024Q4: 227,276 shares; 2025Q1: 227,716 shares; 2025Q2: 218,242 shares; 2025Q3: 274,443 shares; 2025Q4: 288,336 shares; 2026Q1: 330,206 shares; 2026Q2: 309,610 shares 309,610 $15.7M 0.62% -20,596 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $15M 0.6% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,019 shares; 2024Q4: 162,105 shares; 2025Q1: 157,571 shares; 2025Q2: 143,720 shares; 2025Q3: 138,701 shares; 2025Q4: 132,745 shares; 2026Q1: 134,826 shares; 2026Q2: 132,973 shares 132,973 $14.7M 0.59% -1,853 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: 52,523 shares; 2024Q4: 52,309 shares; 2025Q1: 52,421 shares; 2025Q2: 51,870 shares; 2025Q3: 51,864 shares; 2025Q4: 52,450 shares; 2026Q1: 55,470 shares; 2026Q2: 61,162 shares 61,162 $14.6M 0.58% +5,692 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: 45,240 shares; 2024Q4: 45,340 shares; 2025Q1: 45,009 shares; 2025Q2: 44,652 shares; 2025Q3: 43,694 shares; 2025Q4: 43,415 shares; 2026Q1: 42,057 shares; 2026Q2: 40,779 shares 40,779 $14.4M 0.58% -1,278 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: 27,232 shares; 2024Q4: 27,337 shares; 2025Q1: 27,294 shares; 2025Q2: 28,143 shares; 2025Q3: 27,781 shares; 2025Q4: 27,720 shares; 2026Q1: 28,571 shares; 2026Q2: 28,533 shares 28,533 $14.3M 0.57% -38 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511,777 shares; 2024Q4: 502,007 shares; 2025Q1: 481,824 shares; 2025Q2: 453,770 shares; 2025Q3: 456,959 shares; 2025Q4: 459,438 shares; 2026Q1: 450,913 shares; 2026Q2: 451,671 shares 451,671 $13.6M 0.54% +758 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,848 shares; 2024Q4: 261,488 shares; 2025Q1: 255,174 shares; 2025Q2: 237,262 shares; 2025Q3: 234,949 shares; 2025Q4: 237,355 shares; 2026Q1: 256,973 shares; 2026Q2: 258,275 shares 258,275 $13.5M 0.54% +1,302 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: 48,060 shares; 2024Q4: 47,986 shares; 2025Q1: 47,905 shares; 2025Q2: 46,877 shares; 2025Q3: 45,917 shares; 2025Q4: 45,151 shares; 2026Q1: 43,948 shares; 2026Q2: 42,819 shares 42,819 $12.9M 0.51% -1,129 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,253 shares; 2024Q4: 63,717 shares; 2025Q1: 69,698 shares; 2025Q2: 71,836 shares; 2025Q3: 87,574 shares; 2025Q4: 97,830 shares; 2026Q1: 119,192 shares; 2026Q2: 116,865 shares 116,865 $12.4M 0.5% -2,327 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: 116,777 shares; 2024Q4: 90,986 shares; 2025Q1: 92,416 shares; 2025Q2: 91,543 shares; 2025Q3: 90,312 shares; 2025Q4: 91,910 shares; 2026Q1: 92,186 shares; 2026Q2: 92,939 shares 92,939 $11.9M 0.48% +753 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: 10,960 shares; 2024Q4: 11,038 shares; 2025Q1: 10,969 shares; 2025Q2: 10,902 shares; 2025Q3: 10,100 shares; 2025Q4: 10,102 shares; 2026Q1: 10,054 shares; 2026Q2: 15,430 shares 15,430 $11.5M 0.46% +5,376 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: 9,253 shares; 2024Q4: 9,228 shares; 2025Q1: 9,134 shares; 2025Q2: 9,134 shares; 2025Q3: 9,131 shares; 2025Q4: 9,432 shares; 2026Q1: 9,591 shares; 2026Q2: 9,506 shares 9,506 $11.4M 0.46% -85 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,422 shares; 2024Q4: 85,491 shares; 2025Q1: 87,436 shares; 2025Q2: 94,212 shares; 2025Q3: 104,815 shares; 2025Q4: 111,572 shares; 2026Q1: 113,209 shares; 2026Q2: 113,117 shares 113,117 $10.8M 0.43% -92 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: 75,530 shares; 2024Q4: 75,367 shares; 2025Q1: 74,781 shares; 2025Q2: 74,245 shares; 2025Q3: 72,960 shares; 2025Q4: 77,176 shares; 2026Q1: 78,431 shares; 2026Q2: 77,533 shares 77,533 $10.6M 0.42% -898 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: 65,098 shares; 2024Q4: 65,038 shares; 2025Q1: 64,988 shares; 2025Q2: 64,988 shares; 2025Q3: 65,679 shares; 2025Q4: 65,539 shares; 2026Q1: 72,001 shares; 2026Q2: 71,965 shares 71,965 $10.5M 0.42% -36 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,698 shares; 2024Q4: 69,246 shares; 2025Q1: 65,926 shares; 2025Q2: 67,473 shares; 2025Q3: 67,033 shares; 2025Q4: 75,721 shares; 2026Q1: 75,685 shares; 2026Q2: 376,569 shares 376,569 $10.3M 0.41% +300,884 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: 27,544 shares; 2024Q4: 27,547 shares; 2025Q1: 26,887 shares; 2025Q2: 26,692 shares; 2025Q3: 26,463 shares; 2025Q4: 27,946 shares; 2026Q1: 28,553 shares; 2026Q2: 28,479 shares 28,479 $9.32M 0.37% -74 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: 64,708 shares; 2024Q4: 64,691 shares; 2025Q1: 64,154 shares; 2025Q2: 63,485 shares; 2025Q3: 63,456 shares; 2025Q4: 63,871 shares; 2026Q1: 63,693 shares; 2026Q2: 63,493 shares 63,493 $9.31M 0.37% -200 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: 60,840 shares; 2024Q4: 60,198 shares; 2025Q1: 61,847 shares; 2025Q2: 53,184 shares; 2025Q3: 54,466 shares; 2025Q4: 54,616 shares; 2026Q1: 63,987 shares; 2026Q2: 81,306 shares 81,306 $8.74M 0.35% +17,319 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: 22,462 shares; 2024Q4: 21,122 shares; 2025Q1: 21,122 shares; 2025Q2: 20,955 shares; 2025Q3: 20,955 shares; 2025Q4: 21,175 shares; 2026Q1: 21,388 shares; 2026Q2: 21,486 shares 21,486 $8.03M 0.32% +98 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: 32,976 shares; 2024Q4: 33,054 shares; 2025Q1: 32,776 shares; 2025Q2: 32,576 shares; 2025Q3: 31,983 shares; 2025Q4: 31,938 shares; 2026Q1: 32,099 shares; 2026Q2: 31,546 shares 31,546 $7.94M 0.32% -553 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: 52,766 shares; 2024Q4: 52,829 shares; 2025Q1: 52,629 shares; 2025Q2: 51,839 shares; 2025Q3: 51,650 shares; 2025Q4: 51,386 shares; 2026Q1: 50,743 shares; 2026Q2: 48,843 shares 48,843 $7.63M 0.3% -1,900 Timeline SQQQ 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: 77,360 shares; 2026Q1: 113,320 shares; 2026Q2: 204,520 shares 204,520 $7.42M 0.3% +91,200 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,636 shares; 2024Q4: 81,636 shares; 2025Q1: 81,636 shares; 2025Q2: 81,636 shares; 2025Q3: 81,272 shares; 2025Q4: 81,272 shares; 2026Q1: 81,272 shares; 2026Q2: 81,272 shares 81,272 $7.29M 0.29% 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: 15,190 shares; 2024Q4: 15,190 shares; 2025Q1: 15,008 shares; 2025Q2: 14,842 shares; 2025Q3: 15,451 shares; 2025Q4: 17,102 shares; 2026Q1: 18,830 shares; 2026Q2: 18,604 shares 18,604 $7.03M 0.28% -226 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: 94,764 shares; 2024Q4: 94,831 shares; 2025Q1: 94,650 shares; 2025Q2: 93,226 shares; 2025Q3: 89,076 shares; 2025Q4: 88,520 shares; 2026Q1: 95,761 shares; 2026Q2: 93,437 shares 93,437 $6.65M 0.27% -2,324 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: 5,600 shares; 2024Q4: 5,598 shares; 2025Q1: 5,504 shares; 2025Q2: 5,465 shares; 2025Q3: 5,465 shares; 2025Q4: 5,473 shares; 2026Q1: 5,523 shares; 2026Q2: 5,523 shares 5,523 $6.49M 0.26% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,360 shares; 2025Q1: 15,664 shares; 2025Q2: 16,126 shares; 2025Q3: 16,176 shares; 2025Q4: 15,890 shares; 2026Q1: 14,990 shares; 2026Q2: 14,966 shares 14,966 $6.48M 0.26% -24 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,887 shares; 2024Q4: 53,318 shares; 2025Q1: 47,968 shares; 2025Q2: 46,393 shares; 2025Q3: 46,001 shares; 2025Q4: 46,026 shares; 2026Q1: 46,493 shares; 2026Q2: 46,218 shares 46,218 $6.26M 0.25% -275 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,982 shares; 2024Q4: 21,002 shares; 2025Q1: 20,423 shares; 2025Q2: 20,225 shares; 2025Q3: 19,974 shares; 2025Q4: 24,097 shares; 2026Q1: 24,183 shares; 2026Q2: 24,027 shares 24,027 $5.9M 0.24% -156 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: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,452 shares; 2025Q4: 5,463 shares; 2026Q1: 5,463 shares; 2026Q2: 5,458 shares 5,458 $5.81M 0.23% -5 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: 21,678 shares; 2024Q4: 21,758 shares; 2025Q1: 21,674 shares; 2025Q2: 21,197 shares; 2025Q3: 20,963 shares; 2025Q4: 20,932 shares; 2026Q1: 20,827 shares; 2026Q2: 20,604 shares 20,604 $5.57M 0.22% -223 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,583 shares; 2024Q4: 151,749 shares; 2025Q1: 160,910 shares; 2025Q2: 186,259 shares; 2025Q3: 186,972 shares; 2025Q4: 182,941 shares; 2026Q1: 179,883 shares; 2026Q2: 175,493 shares 175,493 $5.56M 0.22% -4,390 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,955 shares; 2024Q4: 36,253 shares; 2025Q1: 36,253 shares; 2025Q2: 38,118 shares; 2025Q3: 41,347 shares; 2025Q4: 63,277 shares; 2026Q1: 88,670 shares; 2026Q2: 92,642 shares 92,642 $5.46M 0.22% +3,972 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: 18,929 shares; 2024Q4: 18,829 shares; 2025Q1: 18,829 shares; 2025Q2: 18,779 shares; 2025Q3: 18,596 shares; 2025Q4: 19,257 shares; 2026Q1: 19,445 shares; 2026Q2: 19,326 shares 19,326 $5.43M 0.22% -119 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: 16,078 shares; 2024Q4: 15,967 shares; 2025Q1: 15,967 shares; 2025Q2: 15,967 shares; 2025Q3: 16,267 shares; 2025Q4: 16,786 shares; 2026Q1: 16,786 shares; 2026Q2: 16,786 shares 16,786 $5.28M 0.21% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,026 shares; 2024Q4: 40,229 shares; 2025Q1: 39,814 shares; 2025Q2: 38,822 shares; 2025Q3: 38,541 shares; 2025Q4: 37,984 shares; 2026Q1: 37,826 shares; 2026Q2: 37,776 shares 37,776 $5.19M 0.21% -50 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: 18,913 shares; 2024Q4: 18,821 shares; 2025Q1: 18,401 shares; 2025Q2: 18,401 shares; 2025Q3: 18,399 shares; 2025Q4: 18,559 shares; 2026Q1: 18,523 shares; 2026Q2: 18,523 shares 18,523 $5.04M 0.2% 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: 42,621 shares; 2024Q4: 41,265 shares; 2025Q1: 39,273 shares; 2025Q2: 38,395 shares; 2025Q3: 37,461 shares; 2025Q4: 42,410 shares; 2026Q1: 43,576 shares; 2026Q2: 43,881 shares 43,881 $4.97M 0.2% +305 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: 7,215 shares; 2024Q4: 7,146 shares; 2025Q1: 7,051 shares; 2025Q2: 7,076 shares; 2025Q3: 7,626 shares; 2025Q4: 7,681 shares; 2026Q1: 8,281 shares; 2026Q2: 8,296 shares 8,296 $4.82M 0.19% +15 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,514 shares; 2024Q4: 48,022 shares; 2025Q1: 47,962 shares; 2025Q2: 44,769 shares; 2025Q3: 44,703 shares; 2025Q4: 35,394 shares; 2026Q1: 34,156 shares; 2026Q2: 30,995 shares 30,995 $4.71M 0.19% -3,161 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,885 shares; 2024Q4: 22,076 shares; 2025Q1: 21,770 shares; 2025Q2: 21,770 shares; 2025Q3: 20,859 shares; 2025Q4: 20,859 shares; 2026Q1: 20,702 shares; 2026Q2: 20,686 shares 20,686 $4.69M 0.19% -16 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: 14,559 shares; 2024Q4: 14,639 shares; 2025Q1: 14,445 shares; 2025Q2: 14,365 shares; 2025Q3: 14,154 shares; 2025Q4: 13,727 shares; 2026Q1: 14,409 shares; 2026Q2: 13,443 shares 13,443 $4.6M 0.18% -966 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,223 shares; 2024Q4: 17,223 shares; 2025Q1: 16,376 shares; 2025Q2: 15,976 shares; 2025Q3: 15,478 shares; 2025Q4: 18,319 shares; 2026Q1: 77,766 shares; 2026Q2: 77,766 shares 77,766 $4.48M 0.18% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,382 shares; 2024Q4: 121,931 shares; 2025Q1: 121,508 shares; 2025Q2: 121,416 shares; 2025Q3: 121,362 shares; 2025Q4: 34,285 shares; 2026Q1: 34,285 shares; 2026Q2: 34,285 shares 34,285 $4.16M 0.17% 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: 10,313 shares; 2024Q4: 8,782 shares; 2025Q1: 7,483 shares; 2025Q2: 6,340 shares; 2025Q3: 7,584 shares; 2025Q4: 7,398 shares; 2026Q1: 7,425 shares; 2026Q2: 47,572 shares 47,572 $4.1M 0.16% +40,147 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,116 shares; 2024Q4: 76,116 shares; 2025Q1: 76,116 shares; 2025Q2: 76,116 shares; 2025Q3: 76,116 shares; 2025Q4: 76,116 shares; 2026Q1: 76,116 shares; 2026Q2: 76,116 shares 76,116 $4.09M 0.16% 0 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: 62,388 shares; 2024Q4: 61,295 shares; 2025Q1: 60,470 shares; 2025Q2: 59,642 shares; 2025Q3: 59,911 shares; 2025Q4: 59,785 shares; 2026Q1: 59,712 shares; 2026Q2: 58,600 shares 58,600 $4.01M 0.16% -1,112 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,011 shares; 2024Q4: 33,016 shares; 2025Q1: 32,569 shares; 2025Q2: 32,569 shares; 2025Q3: 32,427 shares; 2025Q4: 32,179 shares; 2026Q1: 31,715 shares; 2026Q2: 31,715 shares 31,715 $4.01M 0.16% 0 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: 33,664 shares; 2024Q4: 34,814 shares; 2025Q1: 34,509 shares; 2025Q2: 34,549 shares; 2025Q3: 33,549 shares; 2025Q4: 33,666 shares; 2026Q1: 33,966 shares; 2026Q2: 33,939 shares 33,939 $3.99M 0.16% -27 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,646 shares; 2024Q4: 134,738 shares; 2025Q1: 132,669 shares; 2025Q2: 81,131 shares; 2025Q3: 71,365 shares; 2025Q4: 70,927 shares; 2026Q1: 70,927 shares; 2026Q2: 79,658 shares 79,658 $3.82M 0.15% +8,731 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: 5,738 shares; 2024Q4: 5,568 shares; 2025Q1: 5,518 shares; 2025Q2: 6,777 shares; 2025Q3: 7,006 shares; 2025Q4: 7,543 shares; 2026Q1: 7,901 shares; 2026Q2: 7,852 shares 7,852 $3.75M 0.15% -49 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: 9,213 shares; 2024Q4: 9,213 shares; 2025Q1: 9,198 shares; 2025Q2: 9,136 shares; 2025Q3: 9,244 shares; 2025Q4: 9,240 shares; 2026Q1: 10,619 shares; 2026Q2: 10,546 shares 10,546 $3.72M 0.15% -73 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: 40,062 shares; 2024Q4: 39,800 shares; 2025Q1: 39,102 shares; 2025Q2: 39,102 shares; 2025Q3: 38,600 shares; 2025Q4: 39,471 shares; 2026Q1: 41,739 shares; 2026Q2: 42,369 shares 42,369 $3.72M 0.15% +630 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: 7,683 shares; 2024Q4: 7,993 shares; 2025Q1: 7,443 shares; 2025Q2: 7,287 shares; 2025Q3: 7,038 shares; 2025Q4: 7,066 shares; 2026Q1: 7,162 shares; 2026Q2: 7,160 shares 7,160 $3.68M 0.15% -2 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,133 shares; 2024Q4: 11,122 shares; 2025Q1: 10,776 shares; 2025Q2: 10,772 shares; 2025Q3: 10,493 shares; 2025Q4: 10,489 shares; 2026Q1: 10,475 shares; 2026Q2: 10,347 shares 10,347 $3.5M 0.14% -128 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: 5,518 shares; 2024Q4: 5,516 shares; 2025Q1: 5,826 shares; 2025Q2: 5,829 shares; 2025Q3: 5,814 shares; 2025Q4: 5,816 shares; 2026Q1: 6,137 shares; 2026Q2: 6,167 shares 6,167 $3.48M 0.14% +30 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: 7,342 shares; 2024Q4: 6,723 shares; 2025Q1: 6,633 shares; 2025Q2: 2,883 shares; 2025Q3: 2,729 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares; 2026Q2: 2,983 shares 2,983 $3.45M 0.14% +151 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: 18,521 shares; 2024Q4: 18,419 shares; 2025Q1: 17,798 shares; 2025Q2: 17,798 shares; 2025Q3: 20,583 shares; 2025Q4: 23,007 shares; 2026Q1: 19,881 shares; 2026Q2: 19,801 shares 19,801 $3.28M 0.13% -80 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,721 shares; 2024Q4: 10,721 shares; 2025Q1: 10,721 shares; 2025Q2: 10,721 shares; 2025Q3: 10,721 shares; 2025Q4: 10,721 shares; 2026Q1: 10,721 shares; 2026Q2: 10,721 shares 10,721 $3.25M 0.13% 0 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: 33,655 shares; 2024Q4: 28,309 shares; 2025Q1: 24,836 shares; 2025Q2: 23,388 shares; 2025Q3: 20,626 shares; 2025Q4: 20,339 shares; 2026Q1: 21,939 shares; 2026Q2: 21,464 shares 21,464 $3M 0.12% -475 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: 4,866 shares; 2024Q4: 4,866 shares; 2025Q1: 4,859 shares; 2025Q2: 4,859 shares; 2025Q3: 4,726 shares; 2025Q4: 4,747 shares; 2026Q1: 4,603 shares; 2026Q2: 4,603 shares 4,603 $2.92M 0.12% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,253 shares; 2025Q3: 82,746 shares; 2025Q4: 81,657 shares; 2026Q1: 85,675 shares; 2026Q2: 85,447 shares 85,447 $2.89M 0.12% -228 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: 6,048 shares; 2024Q4: 6,291 shares; 2025Q1: 5,973 shares; 2025Q2: 5,960 shares; 2025Q3: 6,100 shares; 2025Q4: 7,969 shares; 2026Q1: 5,934 shares; 2026Q2: 5,720 shares 5,720 $2.89M 0.12% -214 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: 14,076 shares; 2024Q4: 14,627 shares; 2025Q1: 14,237 shares; 2025Q2: 13,929 shares; 2025Q3: 13,571 shares; 2025Q4: 13,387 shares; 2026Q1: 12,709 shares; 2026Q2: 12,546 shares 12,546 $2.81M 0.11% -163 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: 20,005 shares; 2024Q4: 19,040 shares; 2025Q1: 18,389 shares; 2025Q2: 18,239 shares; 2025Q3: 18,462 shares; 2025Q4: 18,822 shares; 2026Q1: 34,082 shares; 2026Q2: 34,082 shares 34,082 $2.77M 0.11% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,740 shares; 2024Q4: 11,557 shares; 2025Q1: 11,557 shares; 2025Q2: 10,157 shares; 2025Q3: 10,157 shares; 2025Q4: 10,059 shares; 2026Q1: 32,778 shares; 2026Q2: 30,085 shares 30,085 $2.76M 0.11% -2,693 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,107 shares; 2024Q4: 9,332 shares; 2025Q1: 7,557 shares; 2025Q2: 7,557 shares; 2025Q3: 7,557 shares; 2025Q4: 7,278 shares; 2026Q1: 6,978 shares; 2026Q2: 6,878 shares 6,878 $2.71M 0.11% -100 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: 30,968 shares; 2024Q4: 30,968 shares; 2025Q1: 31,001 shares; 2025Q2: 30,573 shares; 2025Q3: 30,509 shares; 2025Q4: 30,407 shares; 2026Q1: 30,476 shares; 2026Q2: 29,346 shares 29,346 $2.67M 0.11% -1,130 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,725 shares; 2026Q2: 52,339 shares 52,339 $2.62M 0.1% -1,386 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,116 shares; 2024Q4: 76,116 shares; 2025Q1: 76,116 shares; 2025Q2: 76,116 shares; 2025Q3: 76,116 shares; 2025Q4: 76,116 shares; 2026Q1: 76,116 shares; 2026Q2: 76,116 shares 76,116 $2.56M 0.1% 0 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: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares; 2025Q4: 6,018 shares; 2026Q1: 5,991 shares; 2026Q2: 5,974 shares 5,974 $2.54M 0.1% -17 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: 2,762 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 7,432 shares; 2026Q2: 7,457 shares 7,457 $2.54M 0.1% +25 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,668 shares; 2024Q4: 3,788 shares; 2025Q1: 3,640 shares; 2025Q2: 3,604 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares; 2026Q1: 7,039 shares; 2026Q2: 6,994 shares 6,994 $2.52M 0.1% -45 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: 9,655 shares; 2024Q4: 9,845 shares; 2025Q1: 9,045 shares; 2025Q2: 9,044 shares; 2025Q3: 9,054 shares; 2025Q4: 9,054 shares; 2026Q1: 8,477 shares; 2026Q2: 8,263 shares 8,263 $2.46M 0.1% -214 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: 5,778 shares; 2024Q4: 5,778 shares; 2025Q1: 5,778 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares; 2025Q4: 5,771 shares; 2026Q1: 5,967 shares; 2026Q2: 5,967 shares 5,967 $2.44M 0.1% 0 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: 1,008 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 830 shares; 2026Q1: 809 shares; 2026Q2: 8,000 shares 8,000 $2.41M 0.1% +7,191 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,327 shares; 2024Q4: 54,327 shares; 2025Q1: 54,327 shares; 2025Q2: 54,327 shares; 2025Q3: 54,327 shares; 2025Q4: 49,789 shares; 2026Q1: 49,789 shares; 2026Q2: 49,789 shares 49,789 $2.4M 0.1% 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: 10,908 shares; 2024Q4: 10,899 shares; 2025Q1: 10,614 shares; 2025Q2: 10,597 shares; 2025Q3: 10,480 shares; 2025Q4: 10,646 shares; 2026Q1: 10,219 shares; 2026Q2: 10,026 shares 10,026 $2.33M 0.09% -193 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 3,990 shares; 2025Q2: 3,990 shares; 2025Q3: 2,670 shares; 2025Q4: 2,670 shares; 2026Q1: 15,724 shares; 2026Q2: 15,665 shares 15,665 $2.29M 0.09% -59 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: 38,392 shares; 2024Q4: 38,392 shares; 2025Q1: 36,924 shares; 2025Q2: 36,947 shares; 2025Q3: 38,384 shares; 2025Q4: 40,093 shares; 2026Q1: 40,003 shares; 2026Q2: 39,808 shares 39,808 $2.27M 0.09% -195 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,709 shares; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,875 shares; 2026Q1: 6,620 shares; 2026Q2: 6,620 shares 6,620 $2.19M 0.09% 0 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: 21,176 shares; 2024Q4: 21,368 shares; 2025Q1: 21,368 shares; 2025Q2: 21,274 shares; 2025Q3: 20,860 shares; 2025Q4: 20,860 shares; 2026Q1: 20,735 shares; 2026Q2: 20,735 shares 20,735 $2.15M 0.09% 0 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: 4,868 shares; 2024Q4: 5,068 shares; 2025Q1: 4,503 shares; 2025Q2: 4,353 shares; 2025Q3: 3,982 shares; 2025Q4: 3,952 shares; 2026Q1: 4,125 shares; 2026Q2: 4,093 shares 4,093 $2.14M 0.09% -32 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,729 shares; 2024Q4: 9,729 shares; 2025Q1: 24,442 shares; 2025Q2: 24,742 shares; 2025Q3: 24,742 shares; 2025Q4: 24,805 shares; 2026Q1: 37,402 shares; 2026Q2: 40,855 shares 40,855 $2.12M 0.08% +3,453 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: 9,268 shares; 2024Q4: 10,133 shares; 2025Q1: 10,307 shares; 2025Q2: 10,280 shares; 2025Q3: 9,978 shares; 2025Q4: 9,995 shares; 2026Q1: 9,995 shares; 2026Q2: 9,927 shares 9,927 $2.11M 0.08% -68 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: 12,615 shares; 2024Q4: 12,525 shares; 2025Q1: 12,094 shares; 2025Q2: 11,931 shares; 2025Q3: 11,751 shares; 2025Q4: 12,322 shares; 2026Q1: 13,093 shares; 2026Q2: 11,593 shares 11,593 $2.1M 0.08% -1,500 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: 65,422 shares; 2024Q4: 30,604 shares; 2025Q1: 26,004 shares; 2025Q2: 26,442 shares; 2025Q3: 24,756 shares; 2025Q4: 24,771 shares; 2026Q1: 24,757 shares; 2026Q2: 24,687 shares 24,687 $2.06M 0.08% -70 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,002 shares; 2024Q4: 7,483 shares; 2025Q1: 7,293 shares; 2025Q2: 7,275 shares; 2025Q3: 7,255 shares; 2025Q4: 7,275 shares; 2026Q1: 7,975 shares; 2026Q2: 8,002 shares 8,002 $2.04M 0.08% +27 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: 40,296 shares; 2024Q4: 40,236 shares; 2025Q1: 40,746 shares; 2025Q2: 40,746 shares; 2025Q3: 42,191 shares; 2025Q4: 42,270 shares; 2026Q1: 42,246 shares; 2026Q2: 41,106 shares 41,106 $1.95M 0.08% -1,140 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: 2,041 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,026 shares; 2025Q3: 1,995 shares; 2025Q4: 1,998 shares; 2026Q1: 2,096 shares; 2026Q2: 2,086 shares 2,086 $1.95M 0.08% -10 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: 9,640 shares; 2024Q4: 9,590 shares; 2025Q1: 9,288 shares; 2025Q2: 9,288 shares; 2025Q3: 9,688 shares; 2025Q4: 9,760 shares; 2026Q1: 10,167 shares; 2026Q2: 10,161 shares 10,161 $1.93M 0.08% -6 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: 19,602 shares; 2024Q4: 21,489 shares; 2025Q1: 21,483 shares; 2025Q2: 22,872 shares; 2025Q3: 22,982 shares; 2025Q4: 22,765 shares; 2026Q1: 20,410 shares; 2026Q2: 19,929 shares 19,929 $1.93M 0.08% -481 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,152 shares; 2024Q4: 49,152 shares; 2025Q1: 49,152 shares; 2025Q2: 49,152 shares; 2025Q3: 49,152 shares; 2025Q4: 49,152 shares; 2026Q1: 49,152 shares; 2026Q2: 49,152 shares 49,152 $1.92M 0.08% 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: 864 shares; 2024Q4: 904 shares; 2025Q1: 914 shares; 2025Q2: 890 shares; 2025Q3: 884 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 948 shares 948 $1.89M 0.08% +54 Timeline ESGV 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: 15,639 shares; 2024Q4: 15,273 shares; 2025Q1: 15,301 shares; 2025Q2: 15,251 shares; 2025Q3: 14,515 shares; 2025Q4: 14,392 shares; 2026Q1: 14,491 shares; 2026Q2: 14,109 shares 14,109 $1.87M 0.07% -382 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,852 shares; 2024Q4: 6,814 shares; 2025Q1: 6,791 shares; 2025Q2: 6,751 shares; 2025Q3: 6,741 shares; 2025Q4: 6,741 shares; 2026Q1: 6,741 shares; 2026Q2: 6,741 shares 6,741 $1.82M 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,710 shares; 2024Q4: 4,268 shares; 2025Q1: 4,093 shares; 2025Q2: 4,082 shares; 2025Q3: 4,076 shares; 2025Q4: 4,067 shares; 2026Q1: 3,685 shares; 2026Q2: 3,525 shares 3,525 $1.8M 0.07% -160 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: 4,493 shares; 2024Q4: 4,493 shares; 2025Q1: 4,451 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares; 2025Q4: 4,620 shares; 2026Q1: 8,808 shares; 2026Q2: 8,417 shares 8,417 $1.79M 0.07% -391 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,766 shares; 2024Q4: 9,766 shares; 2025Q1: 9,766 shares; 2025Q2: 9,766 shares; 2025Q3: 9,766 shares; 2025Q4: 9,766 shares; 2026Q1: 9,766 shares; 2026Q2: 9,766 shares 9,766 $1.73M 0.07% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,582 shares; 2024Q4: 11,332 shares; 2025Q1: 11,282 shares; 2025Q2: 10,899 shares; 2025Q3: 10,608 shares; 2025Q4: 10,582 shares; 2026Q1: 10,581 shares; 2026Q2: 10,581 shares 10,581 $1.71M 0.07% 0 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: 21,871 shares; 2024Q4: 23,108 shares; 2025Q1: 25,495 shares; 2025Q2: 19,579 shares; 2025Q3: 23,123 shares; 2025Q4: 19,666 shares; 2026Q1: 18,958 shares; 2026Q2: 19,658 shares 19,658 $1.68M 0.07% +700 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: 8,018 shares; 2024Q4: 8,327 shares; 2025Q1: 7,918 shares; 2025Q2: 7,785 shares; 2025Q3: 7,614 shares; 2025Q4: 7,522 shares; 2026Q1: 7,487 shares; 2026Q2: 7,451 shares 7,451 $1.64M 0.07% -36 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: 73,600 shares; 2024Q4: 72,980 shares; 2025Q1: 70,490 shares; 2025Q2: 62,358 shares; 2025Q3: 65,698 shares; 2025Q4: 68,677 shares; 2026Q1: 66,977 shares; 2026Q2: 66,244 shares 66,244 $1.59M 0.06% -733 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,362 shares; 2024Q4: 76,364 shares; 2025Q1: 76,364 shares; 2025Q2: 76,364 shares; 2025Q3: 76,364 shares; 2025Q4: 89,638 shares; 2026Q1: 89,638 shares; 2026Q2: 89,638 shares 89,638 $1.59M 0.06% 0 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: 6,500 shares; 2024Q4: 5,382 shares; 2025Q1: 5,435 shares; 2025Q2: 4,956 shares; 2025Q3: 4,095 shares; 2025Q4: 3,901 shares; 2026Q1: 3,742 shares; 2026Q2: 3,678 shares 3,678 $1.53M 0.06% -64 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: 7,300 shares; 2026Q2: 7,300 shares 7,300 $1.51M 0.06% 0 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: 11,206 shares; 2024Q4: 11,201 shares; 2025Q1: 11,201 shares; 2025Q2: 11,163 shares; 2025Q3: 10,417 shares; 2025Q4: 9,973 shares; 2026Q1: 10,028 shares; 2026Q2: 10,028 shares 10,028 $1.44M 0.06% 0 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: 4,559 shares; 2024Q4: 3,934 shares; 2025Q1: 3,920 shares; 2025Q2: 3,810 shares; 2025Q3: 4,491 shares; 2025Q4: 4,559 shares; 2026Q1: 4,534 shares; 2026Q2: 7,804 shares 7,804 $1.44M 0.06% +3,270 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,233 shares; 2024Q4: 9,374 shares; 2025Q1: 9,124 shares; 2025Q2: 8,754 shares; 2025Q3: 8,192 shares; 2025Q4: 8,192 shares; 2026Q1: 8,184 shares; 2026Q2: 8,104 shares 8,104 $1.42M 0.06% -80 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: 18,869 shares; 2024Q4: 17,541 shares; 2025Q1: 16,461 shares; 2025Q2: 15,311 shares; 2025Q3: 14,701 shares; 2025Q4: 14,608 shares; 2026Q1: 14,608 shares; 2026Q2: 14,470 shares 14,470 $1.39M 0.06% -138 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,392 shares; 2024Q4: 2,371 shares; 2025Q1: 2,145 shares; 2025Q2: 2,060 shares; 2025Q3: 1,906 shares; 2025Q4: 1,911 shares; 2026Q1: 1,911 shares; 2026Q2: 1,916 shares 1,916 $1.38M 0.06% +5 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,919 shares; 2024Q4: 12,919 shares; 2025Q1: 12,919 shares; 2025Q2: 12,920 shares; 2025Q3: 12,920 shares; 2025Q4: 13,388 shares; 2026Q1: 14,218 shares; 2026Q2: 14,218 shares 14,218 $1.36M 0.05% 0 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: 6,560 shares; 2024Q4: 6,560 shares; 2025Q1: 6,560 shares; 2025Q2: 6,560 shares; 2025Q3: 6,328 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares; 2026Q2: 6,198 shares 6,198 $1.35M 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,699 shares; 2024Q4: 37,989 shares; 2025Q1: 37,213 shares; 2025Q2: 36,453 shares; 2025Q3: 36,862 shares; 2025Q4: 37,003 shares; 2026Q1: 33,069 shares; 2026Q2: 31,669 shares 31,669 $1.34M 0.05% -1,400 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,400 shares; 2025Q2: 7,517 shares; 2025Q3: 10,517 shares; 2025Q4: 10,517 shares; 2026Q1: 10,517 shares; 2026Q2: 15,942 shares 15,942 $1.32M 0.05% +5,425 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: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares; 2026Q2: 10,376 shares 10,376 $1.29M 0.05% +7,782 Timeline SJNK 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: 49,036 shares; 2024Q4: 49,036 shares; 2025Q1: 49,036 shares; 2025Q2: 49,036 shares; 2025Q3: 49,036 shares; 2025Q4: 49,036 shares; 2026Q1: 49,036 shares; 2026Q2: 51,034 shares 51,034 $1.28M 0.05% +1,998 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: not reported; 2024Q4: 6,618 shares; 2025Q1: 6,618 shares; 2025Q2: 6,349 shares; 2025Q3: 6,172 shares; 2025Q4: 6,170 shares; 2026Q1: 6,325 shares; 2026Q2: 6,325 shares 6,325 $1.27M 0.05% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,458 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,396 shares; 2026Q1: 1,286 shares; 2026Q2: 1,286 shares 1,286 $1.26M 0.05% 0 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: 16,887 shares; 2024Q4: 16,887 shares; 2025Q1: 12,719 shares; 2025Q2: 12,720 shares; 2025Q3: 12,719 shares; 2025Q4: 13,155 shares; 2026Q1: 16,395 shares; 2026Q2: 16,395 shares 16,395 $1.24M 0.05% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,974 shares; 2024Q4: 6,680 shares; 2025Q1: 6,322 shares; 2025Q2: 6,322 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,258 shares; 2026Q2: 6,271 shares 6,271 $1.24M 0.05% +13 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,564 shares; 2024Q4: 9,564 shares; 2025Q1: 9,006 shares; 2025Q2: 9,006 shares; 2025Q3: 8,486 shares; 2025Q4: 8,879 shares; 2026Q1: 8,691 shares; 2026Q2: 8,456 shares 8,456 $1.24M 0.05% -235 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: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,551 shares; 2026Q1: 2,667 shares; 2026Q2: 2,667 shares 2,667 $1.21M 0.05% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,439 shares; 2024Q4: 10,659 shares; 2025Q1: 11,020 shares; 2025Q2: 10,349 shares; 2025Q3: 9,656 shares; 2025Q4: 9,656 shares; 2026Q1: 7,576 shares; 2026Q2: 7,576 shares 7,576 $1.2M 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,816 shares; 2024Q4: 23,816 shares; 2025Q1: 23,389 shares; 2025Q2: 23,389 shares; 2025Q3: 23,184 shares; 2025Q4: 23,162 shares; 2026Q1: 21,958 shares; 2026Q2: 20,513 shares 20,513 $1.19M 0.05% -1,445 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,129 shares; 2024Q4: 45,129 shares; 2025Q1: 45,129 shares; 2025Q2: 45,129 shares; 2025Q3: 45,129 shares; 2025Q4: 45,129 shares; 2026Q1: 45,129 shares; 2026Q2: 45,129 shares 45,129 $1.17M 0.05% 0 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: 4,124 shares; 2024Q4: 4,015 shares; 2025Q1: 3,906 shares; 2025Q2: 3,814 shares; 2025Q3: 3,715 shares; 2025Q4: 3,437 shares; 2026Q1: 3,796 shares; 2026Q2: 3,802 shares 3,802 $1.17M 0.05% +6 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,393 shares; 2025Q1: 3,393 shares; 2025Q2: 2,985 shares; 2025Q3: 2,885 shares; 2025Q4: 2,972 shares; 2026Q1: 11,212 shares; 2026Q2: 11,212 shares 11,212 $1.17M 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,571 shares; 2024Q4: 11,543 shares; 2025Q1: 11,388 shares; 2025Q2: 11,347 shares; 2025Q3: 11,072 shares; 2025Q4: 10,891 shares; 2026Q1: 10,771 shares; 2026Q2: 10,621 shares 10,621 $1.16M 0.05% -150 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,195 shares; 2024Q4: 56,195 shares; 2025Q1: 56,195 shares; 2025Q2: 56,195 shares; 2025Q3: 56,195 shares; 2025Q4: 56,195 shares; 2026Q1: 56,195 shares; 2026Q2: 25,545 shares 25,545 $1.16M 0.05% -30,650 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,852 shares; 2024Q4: 5,734 shares; 2025Q1: 5,228 shares; 2025Q2: 4,930 shares; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares; 2026Q1: 4,463 shares; 2026Q2: 4,325 shares 4,325 $1.16M 0.05% -138 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830 shares; 2024Q4: 2,820 shares; 2025Q1: 2,776 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares; 2026Q2: 2,718 shares 2,718 $1.14M 0.05% 0 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: 7,874 shares; 2024Q4: 7,890 shares; 2025Q1: 7,583 shares; 2025Q2: 7,449 shares; 2025Q3: 7,086 shares; 2025Q4: 6,994 shares; 2026Q1: 7,564 shares; 2026Q2: 7,455 shares 7,455 $1.13M 0.05% -109 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,469 shares; 2024Q4: 20,536 shares; 2025Q1: 20,435 shares; 2025Q2: 20,159 shares; 2025Q3: 17,040 shares; 2025Q4: 16,980 shares; 2026Q1: 16,095 shares; 2026Q2: 15,892 shares 15,892 $1.1M 0.04% -203 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: 10,084 shares; 2024Q4: 10,084 shares; 2025Q1: 10,084 shares; 2025Q2: 9,584 shares; 2025Q3: 9,089 shares; 2025Q4: 12,474 shares; 2026Q1: 12,152 shares; 2026Q2: 12,043 shares 12,043 $1.1M 0.04% -109 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,703 shares; 2024Q4: 6,703 shares; 2025Q1: 6,679 shares; 2025Q2: 6,619 shares; 2025Q3: 6,619 shares; 2025Q4: 6,619 shares; 2026Q1: 6,576 shares; 2026Q2: 6,576 shares 6,576 $1.1M 0.04% 0 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,429 shares; 2026Q1: 37,429 shares; 2026Q2: 37,429 shares 37,429 $1.09M 0.04% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,979 shares; 2024Q4: 23,979 shares; 2025Q1: 23,979 shares; 2025Q2: 23,979 shares; 2025Q3: 23,979 shares; 2025Q4: 24,034 shares; 2026Q1: 24,034 shares; 2026Q2: 24,034 shares 24,034 $1.08M 0.04% 0 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: 909 shares; 2024Q4: 909 shares; 2025Q1: 893 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 887 shares; 2026Q1: 1,062 shares; 2026Q2: 1,061 shares 1,061 $1.07M 0.04% -1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,220 shares; 2024Q4: 5,307 shares; 2025Q1: 5,307 shares; 2025Q2: 5,307 shares; 2025Q3: 5,248 shares; 2025Q4: 5,281 shares; 2026Q1: 5,281 shares; 2026Q2: 6,005 shares 6,005 $1.06M 0.04% +724 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: 4,258 shares; 2024Q4: 4,411 shares; 2025Q1: 4,371 shares; 2025Q2: 4,371 shares; 2025Q3: 4,371 shares; 2025Q4: 4,386 shares; 2026Q1: 9,471 shares; 2026Q2: 9,471 shares 9,471 $1.06M 0.04% 0 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: 662 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 9,930 shares; 2026Q1: 11,055 shares; 2026Q2: 11,055 shares 11,055 $1.02M 0.04% 0 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: 28,430 shares; 2024Q4: 28,430 shares; 2025Q1: 26,826 shares; 2025Q2: 25,675 shares; 2025Q3: 22,947 shares; 2025Q4: 21,929 shares; 2026Q1: 42,486 shares; 2026Q2: 41,286 shares 41,286 $1.01M 0.04% -1,200 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: 13,571 shares; 2024Q4: 13,571 shares; 2025Q1: 13,229 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares; 2025Q4: 13,229 shares; 2026Q1: 13,229 shares; 2026Q2: 8,240 shares 8,240 $994K 0.04% -4,989 Timeline VSGX 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: 11,529 shares; 2024Q4: 11,195 shares; 2025Q1: 11,225 shares; 2025Q2: 11,265 shares; 2025Q3: 10,641 shares; 2025Q4: 10,613 shares; 2026Q1: 12,180 shares; 2026Q2: 11,933 shares 11,933 $981K 0.04% -247 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,524 shares; 2024Q4: 4,524 shares; 2025Q1: 4,524 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares; 2025Q4: 4,668 shares; 2026Q1: 4,668 shares; 2026Q2: 4,668 shares 4,668 $976K 0.04% 0 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: 4,432 shares; 2024Q4: 4,382 shares; 2025Q1: 4,417 shares; 2025Q2: 4,178 shares; 2025Q3: 3,982 shares; 2025Q4: 3,982 shares; 2026Q1: 3,975 shares; 2026Q2: 3,974 shares 3,974 $966K 0.04% -1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,113 shares; 2026Q1: 5,714 shares; 2026Q2: 5,714 shares 5,714 $963K 0.04% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,286 shares; 2025Q4: 1,352 shares; 2026Q1: 3,352 shares; 2026Q2: 3,239 shares 3,239 $953K 0.04% -113 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: 582 shares; 2024Q4: 582 shares; 2025Q1: 532 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 499 shares; 2026Q2: 478 shares 478 $932K 0.04% -21 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,256 shares; 2024Q4: 4,256 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 4,256 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares; 2026Q2: 4,256 shares 4,256 $922K 0.04% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,041 shares; 2024Q4: 34,146 shares; 2025Q1: 40,396 shares; 2025Q2: 43,267 shares; 2025Q3: 43,267 shares; 2025Q4: 43,267 shares; 2026Q1: 43,267 shares; 2026Q2: 43,042 shares 43,042 $883K 0.04% -225 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 19,800 shares; 2026Q2: 17,598 shares 17,598 $880K 0.04% -2,202 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: 3,685 shares; 2024Q4: 3,652 shares; 2025Q1: 3,652 shares; 2025Q2: 3,652 shares; 2025Q3: 3,652 shares; 2025Q4: 3,591 shares; 2026Q1: 3,591 shares; 2026Q2: 3,506 shares 3,506 $830K 0.03% -85 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,387 shares; 2026Q2: 4,387 shares 4,387 $826K 0.03% 0 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: 2,281 shares; 2024Q4: 1,986 shares; 2025Q1: 2,053 shares; 2025Q2: 2,263 shares; 2025Q3: 2,363 shares; 2025Q4: 2,086 shares; 2026Q1: 2,226 shares; 2026Q2: 2,229 shares 2,229 $816K 0.03% +3 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: 9,674 shares; 2024Q4: 9,674 shares; 2025Q1: 9,674 shares; 2025Q2: 9,674 shares; 2025Q3: 9,674 shares; 2025Q4: 10,524 shares; 2026Q1: 10,524 shares; 2026Q2: 10,524 shares 10,524 $815K 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 837 shares; 2025Q4: 8,720 shares; 2026Q1: 11,240 shares; 2026Q2: 11,254 shares 11,254 $805K 0.03% +14 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,497 shares; 2024Q4: 2,497 shares; 2025Q1: 2,497 shares; 2025Q2: 1,350 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $798K 0.03% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,354 shares; 2025Q3: 4,354 shares; 2025Q4: 4,354 shares; 2026Q1: 4,354 shares; 2026Q2: 4,354 shares 4,354 $793K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $786K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,854 shares; 2024Q4: 5,554 shares; 2025Q1: 5,254 shares; 2025Q2: 5,254 shares; 2025Q3: 6,213 shares; 2025Q4: 9,459 shares; 2026Q1: 9,459 shares; 2026Q2: 9,346 shares 9,346 $771K 0.03% -113 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: 2,193 shares; 2024Q4: 1,879 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares; 2026Q2: 2,093 shares 2,093 $770K 0.03% +123 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,556 shares; 2026Q1: 2,881 shares; 2026Q2: 2,456 shares 2,456 $768K 0.03% -425 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,603 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares; 2026Q1: 6,940 shares; 2026Q2: 6,940 shares 6,940 $763K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 1,830 shares; 2025Q1: 1,431 shares; 2025Q2: 1,293 shares; 2025Q3: 1,954 shares; 2025Q4: 1,954 shares; 2026Q1: 7,154 shares; 2026Q2: 6,764 shares 6,764 $726K 0.03% -390 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,261 shares; 2024Q4: 4,200 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 3,819 shares; 2025Q4: 3,965 shares; 2026Q1: 4,511 shares; 2026Q2: 4,442 shares 4,442 $725K 0.03% -69 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares; 2026Q2: 1,915 shares 1,915 $720K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 1,935 shares; 2025Q4: 3,095 shares; 2026Q1: 3,184 shares; 2026Q2: 3,184 shares 3,184 $711K 0.03% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,770 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,425 shares; 2026Q1: 2,500 shares; 2026Q2: 2,475 shares 2,475 $707K 0.03% -25 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,297 shares; 2024Q4: 4,622 shares; 2025Q1: 4,468 shares; 2025Q2: 4,454 shares; 2025Q3: 3,859 shares; 2025Q4: 3,700 shares; 2026Q1: 3,477 shares; 2026Q2: 3,222 shares 3,222 $698K 0.03% -255 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,149 shares; 2024Q4: 5,149 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares; 2025Q3: 6,798 shares; 2025Q4: 7,321 shares; 2026Q1: 7,385 shares; 2026Q2: 7,383 shares 7,383 $690K 0.03% -2 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893 shares; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,720 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares; 2026Q1: 3,128 shares; 2026Q2: 3,108 shares 3,108 $680K 0.03% -20 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: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 13,800 shares; 2025Q3: 13,580 shares; 2025Q4: 13,580 shares; 2026Q1: 14,086 shares; 2026Q2: 14,086 shares 14,086 $675K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,359 shares; 2025Q4: 984 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $673K 0.03% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,662 shares; 2024Q4: 14,749 shares; 2025Q1: 9,579 shares; 2025Q2: 9,064 shares; 2025Q3: 7,943 shares; 2025Q4: 7,686 shares; 2026Q1: 7,294 shares; 2026Q2: 6,647 shares 6,647 $670K 0.03% -647 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares; 2026Q2: 799 shares 799 $663K 0.03% +2 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,849 shares; 2024Q4: 9,849 shares; 2025Q1: 9,849 shares; 2025Q2: 9,849 shares; 2025Q3: 9,849 shares; 2025Q4: 13,899 shares; 2026Q1: 13,899 shares; 2026Q2: 13,899 shares 13,899 $662K 0.03% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,082 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 1,944 shares; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares; 2026Q1: 1,914 shares; 2026Q2: 1,914 shares 1,914 $659K 0.03% 0 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: 4,065 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 1,342 shares; 2025Q4: 3,365 shares; 2026Q1: 3,865 shares; 2026Q2: 3,865 shares 3,865 $657K 0.03% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,278 shares; 2024Q4: 4,221 shares; 2025Q1: 4,129 shares; 2025Q2: 3,946 shares; 2025Q3: 3,880 shares; 2025Q4: 3,738 shares; 2026Q1: 3,738 shares; 2026Q2: 3,738 shares 3,738 $653K 0.03% 0 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 380 shares; 2025Q2: 335 shares; 2025Q3: 2,182 shares; 2025Q4: 2,182 shares; 2026Q1: 2,182 shares; 2026Q2: 2,182 shares 2,182 $650K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,415 shares; 2025Q4: 6,440 shares; 2026Q1: 6,750 shares; 2026Q2: 6,750 shares 6,750 $646K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares; 2026Q2: 10,600 shares 10,600 $646K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,562 shares; 2026Q1: 1,897 shares; 2026Q2: 1,897 shares 1,897 $645K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,229 shares; 2025Q2: 2,229 shares; 2025Q3: 2,229 shares; 2025Q4: 2,494 shares; 2026Q1: 2,494 shares; 2026Q2: 2,494 shares 2,494 $638K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,183 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,861 shares; 2026Q1: 1,861 shares; 2026Q2: 1,825 shares 1,825 $637K 0.03% -36 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,952 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 2,415 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares; 2026Q1: 2,368 shares; 2026Q2: 2,358 shares 2,358 $636K 0.03% -10 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,269 shares; 2024Q4: 17,269 shares; 2025Q1: 17,269 shares; 2025Q2: 17,269 shares; 2025Q3: 17,269 shares; 2025Q4: 17,269 shares; 2026Q1: 17,269 shares; 2026Q2: 16,524 shares 16,524 $634K 0.03% -745 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 1,473 shares; 2025Q4: 2,756 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $631K 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 2,042 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares; 2025Q4: 2,056 shares; 2026Q1: 2,121 shares; 2026Q2: 2,121 shares 2,121 $628K 0.03% 0 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: 7,488 shares; 2024Q4: 7,488 shares; 2025Q1: 7,418 shares; 2025Q2: 6,868 shares; 2025Q3: 6,202 shares; 2025Q4: 6,147 shares; 2026Q1: 6,142 shares; 2026Q2: 6,142 shares 6,142 $624K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,562 shares; 2024Q4: 5,602 shares; 2025Q1: 5,542 shares; 2025Q2: 5,726 shares; 2025Q3: 5,962 shares; 2025Q4: 5,319 shares; 2026Q1: 5,332 shares; 2026Q2: 4,987 shares 4,987 $620K 0.02% -345 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,832 shares; 2024Q4: 2,832 shares; 2025Q1: 2,567 shares; 2025Q2: 3,205 shares; 2025Q3: 3,462 shares; 2025Q4: 3,463 shares; 2026Q1: 3,147 shares; 2026Q2: 3,024 shares 3,024 $620K 0.02% -123 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: 19,911 shares; 2024Q4: 19,669 shares; 2025Q1: 18,943 shares; 2025Q2: 18,428 shares; 2025Q3: 17,858 shares; 2025Q4: 17,508 shares; 2026Q1: 17,208 shares; 2026Q2: 15,053 shares 15,053 $620K 0.02% -2,155 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: 8,075 shares; 2024Q4: 7,787 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 7,289 shares; 2025Q4: 7,315 shares; 2026Q1: 7,365 shares; 2026Q2: 7,365 shares 7,365 $618K 0.02% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 843 shares; 2025Q2: 869 shares; 2025Q3: 1,668 shares; 2025Q4: 1,565 shares; 2026Q1: 1,591 shares; 2026Q2: 1,589 shares 1,589 $613K 0.02% -2 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: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,435 shares; 2025Q4: 1,724 shares; 2026Q1: 1,517 shares; 2026Q2: 1,542 shares 1,542 $610K 0.02% +25 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,190 shares; 2024Q4: 5,190 shares; 2025Q1: 5,165 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares; 2026Q1: 4,944 shares; 2026Q2: 4,944 shares 4,944 $582K 0.02% 0 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $568K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,426 shares; 2024Q4: 24,969 shares; 2025Q1: 24,969 shares; 2025Q2: 24,796 shares; 2025Q3: 27,436 shares; 2025Q4: 28,359 shares; 2026Q1: 28,466 shares; 2026Q2: 27,397 shares 27,397 $563K 0.02% -1,069 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: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,513 shares; 2025Q3: 3,446 shares; 2025Q4: 3,530 shares; 2026Q1: 3,521 shares; 2026Q2: 3,521 shares 3,521 $563K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 2,199 shares; 2025Q3: 2,938 shares; 2025Q4: 2,935 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $560K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 386 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $555K 0.02% 0 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: 685 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,389 shares; 2025Q3: 1,459 shares; 2025Q4: 1,636 shares; 2026Q1: 1,636 shares; 2026Q2: 1,617 shares 1,617 $554K 0.02% -19 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,386 shares; 2024Q4: 6,486 shares; 2025Q1: 6,486 shares; 2025Q2: 8,615 shares; 2025Q3: 9,985 shares; 2025Q4: 9,998 shares; 2026Q1: 11,758 shares; 2026Q2: 11,858 shares 11,858 $552K 0.02% +100 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,090 shares; 2024Q4: 6,064 shares; 2025Q1: 6,064 shares; 2025Q2: 5,979 shares; 2025Q3: 5,979 shares; 2025Q4: 6,512 shares; 2026Q1: 6,512 shares; 2026Q2: 6,512 shares 6,512 $548K 0.02% 0 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: 9,443 shares; 2024Q4: 9,443 shares; 2025Q1: 9,443 shares; 2025Q2: 9,443 shares; 2025Q3: 9,443 shares; 2025Q4: 9,443 shares; 2026Q1: 10,162 shares; 2026Q2: 10,227 shares 10,227 $546K 0.02% +65 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: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 8,067 shares; 2026Q1: 7,967 shares; 2026Q2: 7,967 shares 7,967 $544K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,809 shares; 2024Q4: 24,809 shares; 2025Q1: 24,809 shares; 2025Q2: 24,809 shares; 2025Q3: 24,669 shares; 2025Q4: 24,669 shares; 2026Q1: 24,669 shares; 2026Q2: 24,669 shares 24,669 $542K 0.02% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $527K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,180 shares; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 3,149 shares; 2026Q1: 3,149 shares; 2026Q2: 3,149 shares 3,149 $516K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,437 shares; 2025Q3: 2,542 shares; 2025Q4: 2,536 shares; 2026Q1: 2,761 shares; 2026Q2: 2,536 shares 2,536 $506K 0.02% -225 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: 5,404 shares; 2024Q4: 5,190 shares; 2025Q1: 4,871 shares; 2025Q2: 4,871 shares; 2025Q3: 4,851 shares; 2025Q4: 4,786 shares; 2026Q1: 3,954 shares; 2026Q2: 4,878 shares 4,878 $504K 0.02% +924 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,200 shares; 2024Q4: 97,200 shares; 2025Q1: 90,250 shares; 2025Q2: 90,250 shares; 2025Q3: 90,250 shares; 2025Q4: 90,250 shares; 2026Q1: 90,250 shares; 2026Q2: 39,470 shares 39,470 $504K 0.02% -50,780 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,413 shares; 2025Q3: 5,413 shares; 2025Q4: 5,413 shares; 2026Q1: 5,413 shares; 2026Q2: 5,413 shares 5,413 $494K 0.02% 0 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: 2,524 shares; 2024Q4: 2,524 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,543 shares; 2025Q4: 2,534 shares; 2026Q1: 2,564 shares; 2026Q2: 2,564 shares 2,564 $494K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,224 shares; 2026Q2: 2,154 shares 2,154 $494K 0.02% -70 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 118 shares; 2026Q1: 110 shares; 2026Q2: 2,750 shares 2,750 $486K 0.02% +2,640 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 4,765 shares; 2025Q1: 4,800 shares; 2025Q2: 5,805 shares; 2025Q3: 5,805 shares; 2025Q4: 5,955 shares; 2026Q1: 5,955 shares; 2026Q2: 5,900 shares 5,900 $485K 0.02% -55 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,946 shares; 2024Q4: 4,056 shares; 2025Q1: 3,861 shares; 2025Q2: 3,756 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,290 shares; 2026Q2: 3,190 shares 3,190 $485K 0.02% -100 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 508 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 677 shares; 2026Q2: 637 shares 637 $485K 0.02% -40 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: 4,325 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 5,199 shares; 2026Q1: 5,199 shares; 2026Q2: 5,199 shares 5,199 $473K 0.02% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 4,710 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,775 shares; 2026Q1: 6,775 shares; 2026Q2: 6,775 shares 6,775 $469K 0.02% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 7,425 shares; 2025Q3: 7,425 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares; 2026Q2: 7,600 shares 7,600 $460K 0.02% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,521 shares 1,521 $460K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,770 shares; 2024Q4: 3,770 shares; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 3,331 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares; 2026Q2: 3,398 shares 3,398 $459K 0.02% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,888 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,886 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,611 shares; 2026Q2: 1,611 shares 1,611 $455K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,288 shares; 2025Q1: 1,498 shares; 2025Q2: 1,419 shares; 2025Q3: 1,585 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares; 2026Q2: 1,557 shares 1,557 $452K 0.02% -30 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: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 3,131 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,119 shares; 2026Q1: 3,694 shares; 2026Q2: 3,679 shares 3,679 $450K 0.02% -15 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 7,215 shares; 2025Q2: 10,715 shares; 2025Q3: 10,715 shares; 2025Q4: 10,840 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $447K 0.02% 0 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,700 shares; 2026Q2: 14,930 shares 14,930 $446K 0.02% -1,770 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,856 shares; 2025Q2: 3,856 shares; 2025Q3: 3,806 shares; 2025Q4: 3,806 shares; 2026Q1: 3,856 shares; 2026Q2: 3,806 shares 3,806 $443K 0.02% -50 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: 2,738 shares; 2026Q1: 2,739 shares; 2026Q2: 2,696 shares 2,696 $440K 0.02% -43 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,046 shares; 2026Q1: 2,046 shares; 2026Q2: 1,281 shares 1,281 $439K 0.02% -765 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,120 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 1,956 shares; 2025Q3: 1,861 shares; 2025Q4: 1,574 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $437K 0.02% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,296 shares; 2025Q2: 1,342 shares; 2025Q3: 1,651 shares; 2025Q4: 1,671 shares; 2026Q1: 1,815 shares; 2026Q2: 1,815 shares 1,815 $433K 0.02% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $431K 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,021 shares; 2024Q4: 28,590 shares; 2025Q1: 24,307 shares; 2025Q2: 11,730 shares; 2025Q3: 10,091 shares; 2025Q4: 10,091 shares; 2026Q1: 8,471 shares; 2026Q2: 8,471 shares 8,471 $430K 0.02% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,586 shares; 2025Q2: 3,931 shares; 2025Q3: 3,931 shares; 2025Q4: 4,131 shares; 2026Q1: 4,131 shares; 2026Q2: 4,131 shares 4,131 $424K 0.02% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,894 shares; 2024Q4: 5,894 shares; 2025Q1: 5,894 shares; 2025Q2: 5,394 shares; 2025Q3: 5,394 shares; 2025Q4: 5,394 shares; 2026Q1: 5,394 shares; 2026Q2: 5,394 shares 5,394 $423K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $421K 0.02% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 82 shares; 2025Q1: 60 shares; 2025Q2: 1,807 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares; 2026Q1: 1,796 shares; 2026Q2: 1,796 shares 1,796 $405K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,563 shares; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 4,932 shares; 2025Q3: 4,932 shares; 2025Q4: 4,932 shares; 2026Q1: 4,932 shares; 2026Q2: 4,932 shares 4,932 $400K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares; 2026Q2: 1,609 shares 1,609 $398K 0.02% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,117 shares; 2026Q2: 2,117 shares 2,117 $396K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,784 shares; 2026Q2: 1,784 shares 1,784 $389K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,730 shares; 2024Q4: 2,535 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 783 shares; 2026Q1: 783 shares; 2026Q2: 783 shares 783 $383K 0.02% 0 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,735 shares; 2026Q2: 70,584 shares 70,584 $383K 0.02% +67,849 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: 1,479 shares; 2024Q4: 1,479 shares; 2025Q1: 1,321 shares; 2025Q2: 1,246 shares; 2025Q3: 1,218 shares; 2025Q4: 918 shares; 2026Q1: 979 shares; 2026Q2: 950 shares 950 $382K 0.02% -29 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: 4,381 shares; 2024Q4: 3,663 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 3,486 shares; 2026Q1: 4,186 shares; 2026Q2: 4,106 shares 4,106 $379K 0.02% -80 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,417 shares; 2024Q4: 3,417 shares; 2025Q1: 3,417 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 3,417 shares; 2026Q1: 3,417 shares; 2026Q2: 3,417 shares 3,417 $378K 0.02% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,376 shares; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 3,376 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares; 2026Q2: 3,376 shares 3,376 $378K 0.02% 0 Timeline FNB F N B CORP More: the full row for F N B 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: 19,533 shares; 2026Q1: 19,533 shares; 2026Q2: 19,533 shares 19,533 $374K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,140 shares; 2024Q4: 13,140 shares; 2025Q1: 13,140 shares; 2025Q2: 13,140 shares; 2025Q3: 13,140 shares; 2025Q4: 13,140 shares; 2026Q1: 13,140 shares; 2026Q2: 13,140 shares 13,140 $371K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 1,051 shares; 2026Q1: 1,558 shares; 2026Q2: 1,558 shares 1,558 $368K 0.01% 0 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: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 721 shares; 2026Q2: 746 shares 746 $367K 0.01% +25 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,588 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares; 2026Q1: 2,367 shares; 2026Q2: 2,367 shares 2,367 $367K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,339 shares; 2024Q4: 6,339 shares; 2025Q1: 5,944 shares; 2025Q2: 5,944 shares; 2025Q3: 5,399 shares; 2025Q4: 5,399 shares; 2026Q1: 8,799 shares; 2026Q2: 8,451 shares 8,451 $365K 0.01% -348 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,826 shares; 2024Q4: 11,478 shares; 2025Q1: 11,478 shares; 2025Q2: 11,478 shares; 2025Q3: 11,478 shares; 2025Q4: 12,178 shares; 2026Q1: 12,178 shares; 2026Q2: 12,178 shares 12,178 $358K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 1,729 shares; 2026Q1: 2,624 shares; 2026Q2: 2,624 shares 2,624 $358K 0.01% 0 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: 8,005 shares; 2024Q4: 8,005 shares; 2025Q1: 7,055 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares; 2025Q4: 7,528 shares; 2026Q1: 6,429 shares; 2026Q2: 4,929 shares 4,929 $355K 0.01% -1,500 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,479 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,466 shares; 2026Q1: 1,526 shares; 2026Q2: 1,346 shares 1,346 $355K 0.01% -180 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $353K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares; 2026Q2: 2,285 shares 2,285 $351K 0.01% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,575 shares; 2024Q4: 4,575 shares; 2025Q1: 5,575 shares; 2025Q2: 6,475 shares; 2025Q3: 6,475 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,525 shares 6,525 $346K 0.01% -75 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,607 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 2,156 shares; 2025Q4: 2,731 shares; 2026Q1: 2,900 shares; 2026Q2: 2,701 shares 2,701 $341K 0.01% -199 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: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares; 2026Q2: 8,100 shares 8,100 $334K 0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 432 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $333K 0.01% 0 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: 5,589 shares; 2026Q1: 5,585 shares; 2026Q2: 5,437 shares 5,437 $329K 0.01% -148 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: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,418 shares; 2026Q1: 1,500 shares; 2026Q2: 1,534 shares 1,534 $328K 0.01% +34 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 878 shares; 2025Q4: 4,393 shares; 2026Q1: 3,678 shares; 2026Q2: 3,353 shares 3,353 $327K 0.01% -325 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,073 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 3,529 shares; 2025Q3: 3,686 shares; 2025Q4: 3,678 shares; 2026Q1: 3,648 shares; 2026Q2: 3,436 shares 3,436 $326K 0.01% -212 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 1,073 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 1,097 shares; 2026Q1: 1,178 shares; 2026Q2: 1,178 shares 1,178 $324K 0.01% 0 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: 605 shares; 2024Q4: 605 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 597 shares; 2026Q1: 1,434 shares; 2026Q2: 809 shares 809 $322K 0.01% -625 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: 7,318 shares; 2024Q4: 6,902 shares; 2025Q1: 6,854 shares; 2025Q2: 6,876 shares; 2025Q3: 6,889 shares; 2025Q4: 630 shares; 2026Q1: 616 shares; 2026Q2: 616 shares 616 $315K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,570 shares; 2024Q4: 17,570 shares; 2025Q1: 17,570 shares; 2025Q2: 17,570 shares; 2025Q3: 17,570 shares; 2025Q4: 17,570 shares; 2026Q1: 8,570 shares; 2026Q2: 8,570 shares 8,570 $315K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,596 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,983 shares; 2025Q4: 1,877 shares; 2026Q1: 1,877 shares; 2026Q2: 1,877 shares 1,877 $306K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares; 2025Q4: 1,382 shares; 2026Q1: 1,382 shares; 2026Q2: 1,358 shares 1,358 $304K 0.01% -24 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $302K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 6,172 shares; 2025Q2: 8,347 shares; 2025Q3: 8,347 shares; 2025Q4: 8,347 shares; 2026Q1: 9,800 shares; 2026Q2: 9,850 shares 9,850 $298K 0.01% +50 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,180 shares; 2024Q4: 9,540 shares; 2025Q1: 9,540 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 9,540 shares; 2026Q1: 9,540 shares; 2026Q2: 9,540 shares 9,540 $297K 0.01% 0 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: 308 shares; 2025Q1: 303 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 283 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $296K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,239 shares; 2025Q1: 11,239 shares; 2025Q2: 11,239 shares; 2025Q3: 11,239 shares; 2025Q4: 11,239 shares; 2026Q1: 11,239 shares; 2026Q2: 11,239 shares 11,239 $291K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares; 2026Q2: 1,041 shares 1,041 $290K 0.01% 0 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 1,956 shares; 2025Q4: 4,114 shares; 2026Q1: 5,284 shares; 2026Q2: 4,784 shares 4,784 $287K 0.01% -500 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,230 shares; 2024Q4: 6,318 shares; 2025Q1: 6,318 shares; 2025Q2: 6,318 shares; 2025Q3: 6,318 shares; 2025Q4: 6,318 shares; 2026Q1: 5,541 shares; 2026Q2: 4,461 shares 4,461 $287K 0.01% -1,080 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 3,820 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,271 shares; 2025Q4: 3,271 shares; 2026Q1: 3,271 shares; 2026Q2: 1,582 shares 1,582 $286K 0.01% -1,689 Timeline SOXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,275 shares 88,275 $286K 0.01% new 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: 819 shares; 2024Q4: 819 shares; 2025Q1: 785 shares; 2025Q2: 930 shares; 2025Q3: 850 shares; 2025Q4: 721 shares; 2026Q1: 721 shares; 2026Q2: 721 shares 721 $282K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 23,315 shares; 2025Q4: 23,315 shares; 2026Q1: 23,315 shares; 2026Q2: 23,315 shares 23,315 $277K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 4,938 shares; 2026Q1: 4,938 shares; 2026Q2: 4,938 shares 4,938 $277K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,107 shares; 2026Q1: 8,107 shares; 2026Q2: 8,107 shares 8,107 $276K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 418 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 667 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $275K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 608 shares; 2026Q2: 557 shares 557 $274K 0.01% -51 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682 shares; 2024Q4: 274 shares; 2025Q1: 583 shares; 2025Q2: 691 shares; 2025Q3: 1,369 shares; 2025Q4: 1,335 shares; 2026Q1: 1,413 shares; 2026Q2: 1,401 shares 1,401 $273K 0.01% -12 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,875 shares; 2024Q4: 1,855 shares; 2025Q1: 1,759 shares; 2025Q2: 1,759 shares; 2025Q3: 1,049 shares; 2025Q4: 1,025 shares; 2026Q1: 1,920 shares; 2026Q2: 1,894 shares 1,894 $270K 0.01% -26 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,401 shares; 2024Q4: 2,401 shares; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares; 2025Q4: 3,301 shares; 2026Q1: 3,301 shares; 2026Q2: 3,301 shares 3,301 $265K 0.01% 0 Timeline MGK 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: 592 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 592 shares; 2026Q2: 2,960 shares 2,960 $262K 0.01% +2,368 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: 3,276 shares; 2024Q4: 3,276 shares; 2025Q1: 3,276 shares; 2025Q2: 3,276 shares; 2025Q3: 3,276 shares; 2025Q4: 3,443 shares; 2026Q1: 3,989 shares; 2026Q2: 3,443 shares 3,443 $260K 0.01% -546 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: 4,190 shares; 2024Q4: 2,900 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares; 2025Q4: 2,651 shares; 2026Q1: 2,651 shares; 2026Q2: 2,651 shares 2,651 $256K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 571 shares; 2026Q1: 4,671 shares; 2026Q2: 3,503 shares 3,503 $254K 0.01% -1,168 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 1,411 shares; 2026Q2: 1,411 shares 1,411 $253K 0.01% 0 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $250K 0.01% 0 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: 658 shares; 2024Q4: 658 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares; 2026Q2: 503 shares 503 $247K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 928 shares; 2025Q4: 1,093 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $247K 0.01% 0 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: 2,966 shares; 2024Q4: 2,974 shares; 2025Q1: 2,879 shares; 2025Q2: 2,489 shares; 2025Q3: 2,430 shares; 2025Q4: 2,277 shares; 2026Q1: 1,827 shares; 2026Q2: 1,559 shares 1,559 $246K 0.01% -268 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,793 shares 1,793 $243K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,325 shares; 2026Q2: 3,325 shares 3,325 $242K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,786 shares; 2024Q4: 10,156 shares; 2025Q1: 9,687 shares; 2025Q2: 9,773 shares; 2025Q3: 9,322 shares; 2025Q4: 5,401 shares; 2026Q1: 4,913 shares; 2026Q2: 4,913 shares 4,913 $241K 0.01% 0 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,435 shares; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares; 2026Q1: 9,305 shares; 2026Q2: 11,695 shares 11,695 $241K 0.01% +2,390 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: 1,161 shares; 2024Q4: 1,107 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares; 2026Q2: 1,106 shares 1,106 $240K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 345 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $238K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,861 shares; 2026Q2: 1,771 shares 1,771 $237K 0.01% -90 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 820 shares; 2026Q2: 900 shares 900 $236K 0.01% +80 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $234K 0.01% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,928 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares; 2026Q1: 5,928 shares; 2026Q2: 5,928 shares 5,928 $234K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 660 shares; 2025Q4: 181 shares; 2026Q1: 831 shares; 2026Q2: 831 shares 831 $233K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 937 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 2,457 shares; 2026Q2: 2,457 shares 2,457 $230K 0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,647 shares; 2024Q4: 4,647 shares; 2025Q1: 4,647 shares; 2025Q2: 4,647 shares; 2025Q3: 4,647 shares; 2025Q4: 4,647 shares; 2026Q1: 4,647 shares; 2026Q2: 3,742 shares 3,742 $228K 0.01% -905 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,478 shares; 2024Q4: 4,480 shares; 2025Q1: 4,480 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares; 2025Q4: 4,480 shares; 2026Q1: 4,403 shares; 2026Q2: 4,326 shares 4,326 $226K 0.01% -77 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $225K 0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,518 shares; 2025Q1: 1,500 shares; 2025Q2: 1,800 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 810 shares 810 $224K 0.01% -1,190 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,785 shares; 2024Q4: 3,785 shares; 2025Q1: 4,002 shares; 2025Q2: 4,194 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares; 2026Q1: 4,002 shares; 2026Q2: 4,595 shares 4,595 $223K 0.01% +593 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 346 shares; 2025Q4: 347 shares; 2026Q1: 347 shares; 2026Q2: 215 shares 215 $222K 0.01% -132 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares; 2026Q2: 1,067 shares 1,067 $220K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 1,740 shares; 2025Q4: 1,705 shares; 2026Q1: 1,821 shares; 2026Q2: 1,821 shares 1,821 $217K 0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $217K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,023 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $216K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,146 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 5,960 shares; 2026Q1: 5,960 shares; 2026Q2: 5,960 shares 5,960 $216K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 4,040 shares; 2026Q1: 4,040 shares; 2026Q2: 4,040 shares 4,040 $213K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: 2,656 shares; 2026Q1: 2,422 shares; 2026Q2: 2,409 shares 2,409 $212K 0.01% -13 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares; 2026Q2: 1,422 shares 1,422 $210K 0.01% 0 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: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 187 shares; 2026Q1: 368 shares; 2026Q2: 462 shares 462 $209K 0.01% +94 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $208K 0.01% 0 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 123 shares; 2025Q3: 345 shares; 2025Q4: 355 shares; 2026Q1: 332 shares; 2026Q2: 323 shares 323 $202K 0.01% -9 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: 647 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $201K 0.01% 0 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: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,266 shares; 2025Q2: 1,319 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares; 2026Q2: 1,236 shares 1,236 $197K 0.01% -30 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: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 893 shares; 2026Q1: 1,017 shares; 2026Q2: 1,017 shares 1,017 $197K 0.01% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,124 shares; 2026Q1: 3,682 shares; 2026Q2: 3,682 shares 3,682 $195K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares; 2026Q2: 797 shares 797 $193K 0.01% 0 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: 3,014 shares; 2024Q4: 2,602 shares; 2025Q1: 2,558 shares; 2025Q2: 2,558 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares; 2026Q2: 2,558 shares 2,558 $192K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,383 shares; 2026Q1: 2,383 shares; 2026Q2: 2,383 shares 2,383 $192K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $191K 0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares; 2026Q1: 1,461 shares; 2026Q2: 1,461 shares 1,461 $189K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $183K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,560 shares 1,560 $183K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 1,489 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $182K 0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,664 shares; 2026Q2: 3,664 shares 3,664 $182K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 327 shares; 2025Q3: 533 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $180K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 4,738 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,738 shares; 2025Q4: 4,738 shares; 2026Q1: 4,738 shares; 2026Q2: 4,738 shares 4,738 $180K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $178K 0.01% 0 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: 568 shares; 2024Q4: 556 shares; 2025Q1: 541 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 481 shares 481 $178K 0.01% -35 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,402 shares; 2026Q2: 1,402 shares 1,402 $177K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,679 shares; 2024Q4: 8,996 shares; 2025Q1: 8,996 shares; 2025Q2: 8,576 shares; 2025Q3: 8,889 shares; 2025Q4: 6,855 shares; 2026Q1: 6,855 shares; 2026Q2: 5,748 shares 5,748 $177K 0.01% -1,107 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares; 2026Q2: 2,346 shares 2,346 $177K 0.01% 0 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: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,471 shares; 2025Q2: 1,434 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,365 shares; 2026Q2: 1,250 shares 1,250 $177K 0.01% -115 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 370 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $176K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,495 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,197 shares; 2026Q2: 1,197 shares 1,197 $176K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,596 shares; 2024Q4: 2,606 shares; 2025Q1: 2,453 shares; 2025Q2: 2,337 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 1,871 shares; 2026Q2: 1,265 shares 1,265 $174K 0.01% -606 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares; 2026Q2: 3,380 shares 3,380 $174K 0.01% -1,970 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830 $174K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares; 2026Q2: 1,284 shares 1,284 $173K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 2,174 shares 2,174 $168K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $167K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $166K 0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 610 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 723 shares; 2026Q2: 400 shares 400 $166K 0.01% -323 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 2,953 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 3,133 shares; 2025Q4: 3,074 shares; 2026Q1: 3,074 shares; 2026Q2: 3,074 shares 3,074 $163K 0.01% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares; 2026Q1: 3,520 shares; 2026Q2: 3,520 shares 3,520 $161K 0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,476 shares; 2025Q1: 7,856 shares; 2025Q2: 7,890 shares; 2025Q3: 7,890 shares; 2025Q4: 7,890 shares; 2026Q1: 7,890 shares; 2026Q2: 7,890 shares 7,890 $161K 0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares; 2026Q2: 1,484 shares 1,484 $161K 0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY 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: 2,500 shares; 2026Q1: 2,983 shares; 2026Q2: 2,978 shares 2,978 $160K 0.01% -5 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,042 shares; 2026Q2: 6,042 shares 6,042 $160K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares; 2026Q1: 2,822 shares; 2026Q2: 2,822 shares 2,822 $159K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 3,031 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares; 2026Q1: 2,898 shares; 2026Q2: 2,898 shares 2,898 $158K 0.01% 0 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: 390 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 895 shares; 2025Q3: 1,028 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $157K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 914 shares; 2026Q2: 914 shares 914 $157K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 4,232 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 5,382 shares; 2025Q4: 5,707 shares; 2026Q1: 5,707 shares; 2026Q2: 5,707 shares 5,707 $157K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $155K 0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $155K 0.01% 0 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: 143 shares; 2024Q4: 137 shares; 2025Q1: 594 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 187 shares; 2026Q2: 202 shares 202 $154K 0.01% +15 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $154K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $153K 0.01% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 258 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 790 shares; 2026Q1: 3,023 shares; 2026Q2: 2,678 shares 2,678 $153K 0.01% -345 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 816 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $152K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $152K 0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,252 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,777 shares; 2025Q4: 3,674 shares; 2026Q1: 3,674 shares; 2026Q2: 3,620 shares 3,620 $151K 0.01% -54 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares; 2026Q2: 1,374 shares 1,374 $151K 0.01% -675 Timeline SPLV 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: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,053 shares 2,053 $151K 0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 3,100 shares; 2026Q2: 2,658 shares 2,658 $150K 0.01% -442 Timeline VT 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: 1,281 shares; 2024Q4: 1,225 shares; 2025Q1: 1,274 shares; 2025Q2: 1,149 shares; 2025Q3: 1,010 shares; 2025Q4: 994 shares; 2026Q1: 994 shares; 2026Q2: 989 shares 989 $149K 0.01% -5 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $149K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 444 shares 444 $149K 0.01% -22 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 191 shares; 2025Q1: 341 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $148K 0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 254 shares; 2026Q1: 406 shares; 2026Q2: 403 shares 403 $148K 0.01% -3 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 1,835 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 1,871 shares 1,871 $147K 0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 557 shares; 2026Q2: 557 shares 557 $147K 0.01% 0 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: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares; 2026Q2: 1,328 shares 1,328 $147K 0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares; 2026Q2: 1,693 shares 1,693 $147K 0.01% 0 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: 465 shares; 2024Q4: 456 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 459 shares; 2025Q4: 666 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $145K 0.01% 0 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,460 shares; 2026Q2: 1,460 shares 1,460 $143K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,618 shares; 2025Q2: 6,518 shares; 2025Q3: 5,114 shares; 2025Q4: 4,731 shares; 2026Q1: 13,520 shares; 2026Q2: 3,330 shares 3,330 $141K 0.01% -10,190 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 581 shares; 2026Q2: 581 shares 581 $140K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $140K 0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $140K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $140K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,865 shares; 2026Q1: 5,865 shares; 2026Q2: 5,865 shares 5,865 $140K 0.01% 0 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: 817 shares; 2024Q4: 817 shares; 2025Q1: 980 shares; 2025Q2: 1,024 shares; 2025Q3: 774 shares; 2025Q4: 863 shares; 2026Q1: 892 shares; 2026Q2: 892 shares 892 $139K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,386 shares 1,386 $138K 0.01% 0 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: 47 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $138K 0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares; 2026Q1: 1,377 shares; 2026Q2: 1,377 shares 1,377 $138K 0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,721 shares; 2025Q1: 9,025 shares; 2025Q2: 9,025 shares; 2025Q3: 9,025 shares; 2025Q4: 9,025 shares; 2026Q1: 9,025 shares; 2026Q2: 9,025 shares 9,025 $136K 0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 3,271 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 3,243 shares; 2026Q1: 2,653 shares; 2026Q2: 2,653 shares 2,653 $135K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,685 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares; 2026Q2: 3,465 shares 3,465 $135K 0.01% -210 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 3,646 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,646 shares; 2025Q4: 3,646 shares; 2026Q1: 3,646 shares; 2026Q2: 3,646 shares 3,646 $132K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $132K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $131K 0.01% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares; 2026Q2: 1,779 shares 1,779 $130K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 942 shares; 2025Q4: 722 shares; 2026Q1: 484 shares; 2026Q2: 382 shares 382 $128K 0.01% -102 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares; 2026Q2: 1,061 shares 1,061 $126K 0.01% -40 Timeline PIO 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $126K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,070 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares 1,172 $125K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 236 shares 236 $125K <0.01% -7 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $125K <0.01% 0 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: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $123K <0.01% 0 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: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $122K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $121K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,673 shares; 2025Q2: 1,673 shares; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares; 2026Q1: 1,673 shares; 2026Q2: 1,673 shares 1,673 $121K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $121K <0.01% 0 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: 976 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares; 2026Q2: 1,227 shares 1,227 $118K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,287 shares 1,287 $115K <0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $115K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $115K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 2,081 shares 2,081 $114K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 951 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 903 shares; 2026Q2: 694 shares 694 $113K <0.01% -209 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,560 shares 1,560 $113K <0.01% -100 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares; 2026Q2: 1,533 shares 1,533 $112K <0.01% 0 Timeline CUT 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $112K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 265 shares; 2025Q2: 110 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 670 shares 670 $111K <0.01% +410 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,720 shares; 2025Q4: 2,727 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $111K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $110K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,405 shares; 2024Q4: 1,373 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,452 shares; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429 $109K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 914 shares; 2026Q2: 914 shares 914 $108K <0.01% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares; 2026Q2: 1,483 shares 1,483 $107K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,515 shares; 2024Q4: 7,158 shares; 2025Q1: 6,163 shares; 2025Q2: 8,767 shares; 2025Q3: 5,108 shares; 2025Q4: 4,320 shares; 2026Q1: 3,810 shares; 2026Q2: 3,810 shares 3,810 $107K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $107K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 554 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 554 shares 554 $107K <0.01% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 960 shares; 2026Q2: 919 shares 919 $106K <0.01% -41 Timeline VTHR 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: 13,391 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 341 shares; 2026Q2: 320 shares 320 $106K <0.01% -21 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: 383 shares; 2024Q4: 388 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $105K <0.01% 0 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 9,713 shares; 2025Q3: 9,713 shares; 2025Q4: 9,713 shares; 2026Q1: 9,713 shares; 2026Q2: 9,713 shares 9,713 $104K <0.01% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,088 shares; 2024Q4: 1,088 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares; 2026Q2: 1,068 shares 1,068 $104K <0.01% 0 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 797 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 735 shares 735 $103K <0.01% -12 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 2,059 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $103K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 883 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $102K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 614 shares; 2025Q4: 674 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $102K <0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $101K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares; 2026Q2: 2,091 shares 2,091 $101K <0.01% -8 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,341 shares; 2024Q4: 11,231 shares; 2025Q1: 11,171 shares; 2025Q2: 11,108 shares; 2025Q3: 11,108 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 748 shares 748 $101K <0.01% 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $100K <0.01% 0 Timeline HYDR 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: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares; 2026Q2: 1,887 shares 1,887 $100K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $99K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $98K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares; 2026Q2: 1,970 shares 1,970 $98K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD 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: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $97K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares; 2026Q2: 2,665 shares 2,665 $97K <0.01% 0 Timeline