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: 6,304,666 shares; 2024Q4: 6,648,541 shares; 2025Q1: 6,671,198 shares; 2025Q2: 6,614,559 shares; 2025Q3: 6,696,421 shares; 2025Q4: 6,608,532 shares; 2026Q1: 6,518,468 shares; 2026Q2: 6,729,230 shares 6,729,230 $278M 22.31% +210,762 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,391 shares; 2024Q4: 106,833 shares; 2025Q1: 108,211 shares; 2025Q2: 110,687 shares; 2025Q3: 112,983 shares; 2025Q4: 118,369 shares; 2026Q1: 123,478 shares; 2026Q2: 3,036,703 shares 3,036,703 $157M 12.62% +2,913,225 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210,867 shares; 2024Q4: 2,367,658 shares; 2025Q1: 2,382,158 shares; 2025Q2: 2,388,724 shares; 2025Q3: 2,430,454 shares; 2025Q4: 2,436,094 shares; 2026Q1: 2,441,302 shares; 2026Q2: 2,462,956 shares 2,462,956 $115M 9.23% +21,654 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: 508,828 shares; 2024Q4: 508,789 shares; 2025Q1: 519,779 shares; 2025Q2: 528,419 shares; 2025Q3: 547,508 shares; 2025Q4: 559,120 shares; 2026Q1: 567,194 shares; 2026Q2: 569,031 shares 569,031 $112M 9.04% +1,837 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: 237,470 shares; 2024Q4: 237,100 shares; 2025Q1: 254,948 shares; 2025Q2: 258,733 shares; 2025Q3: 252,641 shares; 2025Q4: 255,624 shares; 2026Q1: 276,653 shares; 2026Q2: 269,521 shares 269,521 $99.7M 8.02% -7,132 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,852,373 shares; 2024Q4: 3,079,574 shares; 2025Q1: 3,261,250 shares; 2025Q2: 3,285,678 shares; 2025Q3: 3,489,138 shares; 2025Q4: 3,553,791 shares; 2026Q1: 3,723,338 shares; 2026Q2: 3,845,020 shares 3,845,020 $87.6M 7.04% +121,682 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,800 shares; 2024Q4: 780,206 shares; 2025Q1: 1,002,554 shares; 2025Q2: 1,021,775 shares; 2025Q3: 1,025,040 shares; 2025Q4: 1,192,229 shares; 2026Q1: 1,192,008 shares; 2026Q2: 1,187,558 shares 1,187,558 $34.4M 2.76% -4,450 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: 514,385 shares; 2024Q4: 517,891 shares; 2025Q1: 518,808 shares; 2025Q2: 548,893 shares; 2025Q3: 550,187 shares; 2025Q4: 548,549 shares; 2026Q1: 551,771 shares; 2026Q2: 554,157 shares 554,157 $15.2M 1.22% +2,386 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: 28,626 shares; 2024Q4: 48,900 shares; 2025Q1: 50,301 shares; 2025Q2: 53,728 shares; 2025Q3: 49,201 shares; 2025Q4: 49,583 shares; 2026Q1: 51,834 shares; 2026Q2: 47,836 shares 47,836 $13.8M 1.11% -3,998 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,132 shares; 2024Q4: 138,083 shares; 2025Q1: 135,529 shares; 2025Q2: 136,238 shares; 2025Q3: 125,171 shares; 2025Q4: 120,440 shares; 2026Q1: 116,656 shares; 2026Q2: 114,517 shares 114,517 $13.4M 1.08% -2,139 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: 67,844 shares; 2024Q4: 205,783 shares; 2025Q1: 204,005 shares; 2025Q2: 244,295 shares; 2025Q3: 228,642 shares; 2025Q4: 207,396 shares; 2026Q1: 207,396 shares; 2026Q2: 136,634 shares 136,634 $11.7M 0.94% -70,762 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: 25,207 shares; 2024Q4: 71,902 shares; 2025Q1: 81,192 shares; 2025Q2: 84,949 shares; 2025Q3: 62,396 shares; 2025Q4: 63,771 shares; 2026Q1: 64,995 shares; 2026Q2: 56,493 shares 56,493 $11.3M 0.91% -8,502 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: 110,892 shares; 2024Q4: 110,892 shares; 2025Q1: 110,892 shares; 2025Q2: 110,892 shares; 2025Q3: 110,892 shares; 2025Q4: 108,241 shares; 2026Q1: 108,241 shares; 2026Q2: 108,747 shares 108,747 $10.5M 0.84% +506 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: 57,258 shares; 2024Q4: 59,041 shares; 2025Q1: 59,189 shares; 2025Q2: 60,216 shares; 2025Q3: 61,408 shares; 2025Q4: 62,733 shares; 2026Q1: 64,645 shares; 2026Q2: 64,497 shares 64,497 $10.1M 0.81% -148 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: 5,795 shares; 2024Q4: 6,283 shares; 2025Q1: 5,942 shares; 2025Q2: 6,156 shares; 2025Q3: 6,386 shares; 2025Q4: 6,551 shares; 2026Q1: 7,380 shares; 2026Q2: 7,406 shares 7,406 $8.88M 0.71% +26 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: 8,144 shares; 2024Q4: 22,215 shares; 2025Q1: 21,185 shares; 2025Q2: 22,936 shares; 2025Q3: 20,701 shares; 2025Q4: 19,996 shares; 2026Q1: 21,370 shares; 2026Q2: 18,239 shares 18,239 $6.8M 0.55% -3,131 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,802 shares; 2025Q3: 69,153 shares; 2025Q4: 101,889 shares; 2026Q1: 112,579 shares; 2026Q2: 125,776 shares 125,776 $6.34M 0.51% +13,197 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,190 shares; 2024Q4: 37,499 shares; 2025Q1: 39,093 shares; 2025Q2: 39,810 shares; 2025Q3: 42,373 shares; 2025Q4: 45,207 shares; 2026Q1: 48,238 shares; 2026Q2: 48,961 shares 48,961 $5.89M 0.47% +723 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: 11,343 shares; 2024Q4: 34,621 shares; 2025Q1: 32,848 shares; 2025Q2: 30,775 shares; 2025Q3: 24,418 shares; 2025Q4: 25,569 shares; 2026Q1: 26,721 shares; 2026Q2: 24,244 shares 24,244 $5.78M 0.46% -2,477 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: 6,917 shares; 2024Q4: 8,085 shares; 2025Q1: 9,468 shares; 2025Q2: 10,302 shares; 2025Q3: 16,360 shares; 2025Q4: 17,943 shares; 2026Q1: 18,062 shares; 2026Q2: 15,424 shares 15,424 $5.51M 0.44% -2,638 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: 9,008 shares; 2024Q4: 9,232 shares; 2025Q1: 16,492 shares; 2025Q2: 16,656 shares; 2025Q3: 13,904 shares; 2025Q4: 13,951 shares; 2026Q1: 14,418 shares; 2026Q2: 12,051 shares 12,051 $4.55M 0.37% -2,367 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 3,502 shares; 2025Q4: 3,762 shares; 2026Q1: 4,018 shares; 2026Q2: 3,931 shares 3,931 $4.54M 0.36% -87 Timeline SCHR 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: 68,102 shares; 2024Q4: 136,277 shares; 2025Q1: 127,586 shares; 2025Q2: 163,660 shares; 2025Q3: 152,692 shares; 2025Q4: 153,907 shares; 2026Q1: 173,051 shares; 2026Q2: 176,450 shares 176,450 $4.35M 0.35% +3,399 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,602 shares 25,602 $4.14M 0.33% new 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: 7,412 shares; 2024Q4: 6,054 shares; 2025Q1: 6,224 shares; 2025Q2: 10,108 shares; 2025Q3: 10,970 shares; 2025Q4: 11,120 shares; 2026Q1: 11,029 shares; 2026Q2: 11,784 shares 11,784 $3.86M 0.31% +755 Timeline QWLD 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: 23,721 shares; 2024Q4: 23,890 shares; 2025Q1: 23,829 shares; 2025Q2: 23,600 shares; 2025Q3: 23,610 shares; 2025Q4: 23,581 shares; 2026Q1: 23,465 shares; 2026Q2: 23,518 shares 23,518 $3.57M 0.29% +53 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: 143,381 shares; 2024Q4: 143,044 shares; 2025Q1: 133,148 shares; 2025Q2: 23,943 shares; 2025Q3: 27,315 shares; 2025Q4: 28,573 shares; 2026Q1: 32,347 shares; 2026Q2: 32,898 shares 32,898 $3.26M 0.26% +551 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,018 shares; 2024Q4: 21,516 shares; 2025Q1: 23,162 shares; 2025Q2: 26,113 shares; 2025Q3: 25,534 shares; 2025Q4: 26,362 shares; 2026Q1: 26,148 shares; 2026Q2: 25,842 shares 25,842 $2.93M 0.24% -306 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: 6,267 shares; 2024Q4: 5,873 shares; 2025Q1: 6,464 shares; 2025Q2: 7,084 shares; 2025Q3: 6,512 shares; 2025Q4: 6,711 shares; 2026Q1: 6,861 shares; 2026Q2: 7,079 shares 7,079 $2.65M 0.21% +218 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,458 shares; 2024Q4: 3,202 shares; 2025Q1: 2,541 shares; 2025Q2: 3,227 shares; 2025Q3: 3,221 shares; 2025Q4: 3,389 shares; 2026Q1: 3,397 shares; 2026Q2: 3,410 shares 3,410 $2.55M 0.2% +13 Timeline JPIB 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: 33,922 shares; 2024Q4: 33,572 shares; 2025Q1: 33,786 shares; 2025Q2: 37,922 shares; 2025Q3: 41,870 shares; 2025Q4: 43,731 shares; 2026Q1: 49,434 shares; 2026Q2: 50,530 shares 50,530 $2.44M 0.2% +1,096 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: 9,805 shares; 2024Q4: 12,819 shares; 2025Q1: 12,785 shares; 2025Q2: 12,785 shares; 2025Q3: 14,593 shares; 2025Q4: 15,008 shares; 2026Q1: 14,726 shares; 2026Q2: 14,901 shares 14,901 $2.44M 0.2% +175 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: 8,040 shares; 2024Q4: 9,140 shares; 2025Q1: 10,794 shares; 2025Q2: 11,062 shares; 2025Q3: 10,484 shares; 2025Q4: 19,193 shares; 2026Q1: 19,532 shares; 2026Q2: 19,834 shares 19,834 $2.33M 0.19% +302 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: 2,094 shares; 2024Q4: 3,052 shares; 2025Q1: 2,891 shares; 2025Q2: 4,104 shares; 2025Q3: 4,092 shares; 2025Q4: 4,590 shares; 2026Q1: 4,797 shares; 2026Q2: 5,449 shares 5,449 $2.29M 0.18% +652 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: 6,937 shares; 2024Q4: 8,050 shares; 2025Q1: 9,559 shares; 2025Q2: 8,612 shares; 2025Q3: 8,918 shares; 2025Q4: 8,611 shares; 2026Q1: 8,803 shares; 2026Q2: 8,776 shares 8,776 $2.23M 0.18% -27 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: 2,125 shares; 2024Q4: 2,861 shares; 2025Q1: 2,042 shares; 2025Q2: 3,349 shares; 2025Q3: 2,644 shares; 2025Q4: 2,697 shares; 2026Q1: 2,964 shares; 2026Q2: 3,077 shares 3,077 $2.22M 0.18% +113 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: 2,539 shares; 2024Q4: 7,493 shares; 2025Q1: 7,393 shares; 2025Q2: 7,402 shares; 2025Q3: 5,257 shares; 2025Q4: 5,375 shares; 2026Q1: 5,369 shares; 2026Q2: 3,888 shares 3,888 $2.19M 0.18% -1,481 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: 12,080 shares; 2025Q1: 11,666 shares; 2025Q2: 9,103 shares; 2025Q3: 7,161 shares; 2025Q4: 5,003 shares; 2026Q1: 5,073 shares; 2026Q2: 5,050 shares 5,050 $2.19M 0.18% -23 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: 2,011 shares; 2024Q4: 2,111 shares; 2025Q1: 2,614 shares; 2025Q2: 2,820 shares; 2025Q3: 2,977 shares; 2025Q4: 3,271 shares; 2026Q1: 3,530 shares; 2026Q2: 4,176 shares 4,176 $2.09M 0.17% +646 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: 1,149 shares; 2024Q4: 1,312 shares; 2025Q1: 1,612 shares; 2025Q2: 1,669 shares; 2025Q3: 1,645 shares; 2025Q4: 1,662 shares; 2026Q1: 1,664 shares; 2026Q2: 1,748 shares 1,748 $2.05M 0.17% +84 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: 8,713 shares; 2024Q4: 8,916 shares; 2025Q1: 9,384 shares; 2025Q2: 12,327 shares; 2025Q3: 16,065 shares; 2025Q4: 17,136 shares; 2026Q1: 19,746 shares; 2026Q2: 19,962 shares 19,962 $2.01M 0.16% +216 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: 695 shares; 2024Q4: 531 shares; 2025Q1: 648 shares; 2025Q2: 597 shares; 2025Q3: 602 shares; 2025Q4: 610 shares; 2026Q1: 646 shares; 2026Q2: 6,592 shares 6,592 $1.99M 0.16% +5,946 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,026 shares; 2024Q4: 14,736 shares; 2025Q1: 15,107 shares; 2025Q2: 13,552 shares; 2025Q3: 12,962 shares; 2025Q4: 12,749 shares; 2026Q1: 12,725 shares; 2026Q2: 12,384 shares 12,384 $1.94M 0.16% -341 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: 1,574 shares; 2024Q4: 2,326 shares; 2025Q1: 2,025 shares; 2025Q2: 3,872 shares; 2025Q3: 4,198 shares; 2025Q4: 4,497 shares; 2026Q1: 5,012 shares; 2026Q2: 5,481 shares 5,481 $1.94M 0.16% +469 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,152 shares; 2025Q3: 21,271 shares; 2025Q4: 30,245 shares; 2026Q1: 33,283 shares; 2026Q2: 36,648 shares 36,648 $1.9M 0.15% +3,365 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,322 shares; 2024Q4: 27,027 shares; 2025Q1: 19,648 shares; 2025Q2: 19,796 shares; 2025Q3: 19,814 shares; 2025Q4: 19,312 shares; 2026Q1: 65,175 shares; 2026Q2: 30,711 shares 30,711 $1.9M 0.15% -34,464 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: 14,220 shares; 2024Q4: 9,873 shares; 2025Q1: 10,428 shares; 2025Q2: 9,955 shares; 2025Q3: 10,433 shares; 2025Q4: 11,416 shares; 2026Q1: 12,365 shares; 2026Q2: 12,669 shares 12,669 $1.73M 0.14% +304 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,204 shares; 2024Q4: 6,231 shares; 2025Q1: 6,270 shares; 2025Q2: 6,216 shares; 2025Q3: 6,186 shares; 2025Q4: 6,115 shares; 2026Q1: 6,118 shares; 2026Q2: 6,130 shares 6,130 $1.64M 0.13% +12 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,816 shares; 2025Q4: 1,510 shares; 2026Q1: 1,437 shares; 2026Q2: 13,226 shares 13,226 $1.58M 0.13% +11,789 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: 3,426 shares; 2024Q4: 4,083 shares; 2025Q1: 4,065 shares; 2025Q2: 4,056 shares; 2025Q3: 4,022 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares; 2026Q2: 4,085 shares 4,085 $1.57M 0.13% +143 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,648 shares; 2025Q1: 10,163 shares; 2025Q2: 23,033 shares; 2025Q3: 20,488 shares; 2025Q4: 19,132 shares; 2026Q1: 16,379 shares; 2026Q2: 11,153 shares 11,153 $1.56M 0.13% -5,226 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: 1,691 shares; 2024Q4: 2,194 shares; 2025Q1: 2,528 shares; 2025Q2: 3,166 shares; 2025Q3: 3,467 shares; 2025Q4: 3,002 shares; 2026Q1: 3,394 shares; 2026Q2: 4,467 shares 4,467 $1.53M 0.12% +1,073 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 661 shares; 2025Q2: 858 shares; 2025Q3: 866 shares; 2025Q4: 968 shares; 2026Q1: 879 shares; 2026Q2: 767 shares 767 $1.52M 0.12% -112 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,665 shares; 2025Q2: 9,184 shares; 2025Q3: 9,266 shares; 2025Q4: 9,411 shares; 2026Q1: 10,918 shares; 2026Q2: 8,428 shares 8,428 $1.49M 0.12% -2,490 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: not reported; 2024Q4: 5,752 shares; 2025Q1: not reported; 2025Q2: 2,591 shares; 2025Q3: 2,881 shares; 2025Q4: 3,377 shares; 2026Q1: 3,350 shares; 2026Q2: 2,372 shares 2,372 $1.38M 0.11% -978 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: 1,393 shares; 2024Q4: 5,067 shares; 2025Q1: 4,461 shares; 2025Q2: 4,671 shares; 2025Q3: 4,097 shares; 2025Q4: 3,963 shares; 2026Q1: 4,093 shares; 2026Q2: 2,669 shares 2,669 $1.37M 0.11% -1,424 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,513 shares; 2025Q3: 3,557 shares; 2025Q4: 3,799 shares; 2026Q1: 3,285 shares; 2026Q2: 2,058 shares 2,058 $1.31M 0.11% -1,227 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: 3,928 shares; 2024Q4: 3,918 shares; 2025Q1: 4,075 shares; 2025Q2: 4,575 shares; 2025Q3: 4,584 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares; 2026Q2: 4,158 shares 4,158 $1.31M 0.11% -422 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: 17,159 shares; 2024Q4: 45,675 shares; 2025Q1: 47,268 shares; 2025Q2: 47,268 shares; 2025Q3: 45,873 shares; 2025Q4: 43,178 shares; 2026Q1: 40,294 shares; 2026Q2: 40,810 shares 40,810 $1.29M 0.1% +516 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,460 shares; 2025Q1: 1,641 shares; 2025Q2: 1,568 shares; 2025Q3: 1,579 shares; 2025Q4: 1,615 shares; 2026Q1: 1,633 shares; 2026Q2: 1,750 shares 1,750 $1.25M 0.1% +117 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: 876 shares; 2024Q4: 1,051 shares; 2025Q1: 1,003 shares; 2025Q2: 1,062 shares; 2025Q3: 985 shares; 2025Q4: 1,047 shares; 2026Q1: 1,075 shares; 2026Q2: 1,171 shares 1,171 $1.25M 0.1% +96 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: 2,768 shares; 2024Q4: 2,147 shares; 2025Q1: 1,725 shares; 2025Q2: 1,625 shares; 2025Q3: 3,625 shares; 2025Q4: 3,775 shares; 2026Q1: 3,740 shares; 2026Q2: 3,368 shares 3,368 $1.24M 0.1% -372 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: 1,917 shares; 2024Q4: 1,999 shares; 2025Q1: 1,992 shares; 2025Q2: 2,160 shares; 2025Q3: 2,375 shares; 2025Q4: 2,067 shares; 2026Q1: 2,085 shares; 2026Q2: 3,507 shares 3,507 $1.24M 0.1% +1,422 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: 1,046 shares; 2024Q4: 1,238 shares; 2025Q1: 1,213 shares; 2025Q2: 1,825 shares; 2025Q3: 2,196 shares; 2025Q4: 3,199 shares; 2026Q1: 3,415 shares; 2026Q2: 3,447 shares 3,447 $1.17M 0.09% +32 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,684 shares; 2025Q4: 3,550 shares; 2026Q1: 3,576 shares; 2026Q2: 3,760 shares 3,760 $1.09M 0.09% +184 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: 253 shares; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 479 shares; 2025Q3: 488 shares; 2025Q4: 486 shares; 2026Q1: 504 shares; 2026Q2: 544 shares 544 $1.08M 0.09% +40 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,138 shares; 2024Q4: 2,866 shares; 2025Q1: 5,467 shares; 2025Q2: 8,097 shares; 2025Q3: 8,919 shares; 2025Q4: 8,297 shares; 2026Q1: 8,336 shares; 2026Q2: 8,324 shares 8,324 $1.07M 0.09% -12 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: 2,406 shares; 2025Q1: 6,271 shares; 2025Q2: 7,750 shares; 2025Q3: 4,405 shares; 2025Q4: 3,745 shares; 2026Q1: 3,845 shares; 2026Q2: 4,148 shares 4,148 $1.04M 0.08% +303 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: 59,374 shares; 2024Q4: 59,363 shares; 2025Q1: 61,749 shares; 2025Q2: 64,552 shares; 2025Q3: 99,025 shares; 2025Q4: 90,166 shares; 2026Q1: 87,752 shares; 2026Q2: 14,476 shares 14,476 $1.03M 0.08% -73,276 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: 3,570 shares; 2024Q4: 3,973 shares; 2025Q1: 3,884 shares; 2025Q2: 6,574 shares; 2025Q3: 6,912 shares; 2025Q4: 7,751 shares; 2026Q1: 5,534 shares; 2026Q2: 6,987 shares 6,987 $1.02M 0.08% +1,453 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: not reported; 2024Q4: not reported; 2025Q1: 3,825 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,825 shares; 2026Q1: 16,609 shares; 2026Q2: 17,845 shares 17,845 $1.01M 0.08% +1,236 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: 528 shares; 2025Q1: 1,790 shares; 2025Q2: 1,323 shares; 2025Q3: 904 shares; 2025Q4: 1,163 shares; 2026Q1: 1,131 shares; 2026Q2: 1,435 shares 1,435 $986K 0.08% +304 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: 694 shares; 2024Q4: 1,529 shares; 2025Q1: 1,795 shares; 2025Q2: 1,951 shares; 2025Q3: 1,336 shares; 2025Q4: 1,049 shares; 2026Q1: 1,637 shares; 2026Q2: 1,044 shares 1,044 $977K 0.08% -593 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,624 shares; 2024Q4: 2,043 shares; 2025Q1: 3,888 shares; 2025Q2: 7,650 shares; 2025Q3: 7,581 shares; 2025Q4: 7,996 shares; 2026Q1: 7,857 shares; 2026Q2: 6,909 shares 6,909 $936K 0.08% -948 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,284 shares; 2024Q4: 3,791 shares; 2025Q1: 5,600 shares; 2025Q2: 3,904 shares; 2025Q3: 8,842 shares; 2025Q4: 19,759 shares; 2026Q1: 15,535 shares; 2026Q2: 14,509 shares 14,509 $931K 0.07% -1,026 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: 2,729 shares; 2024Q4: 2,844 shares; 2025Q1: 3,240 shares; 2025Q2: 4,091 shares; 2025Q3: 4,951 shares; 2025Q4: 3,904 shares; 2026Q1: 4,178 shares; 2026Q2: 5,614 shares 5,614 $931K 0.07% +1,436 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: 6,237 shares; 2024Q4: 4,597 shares; 2025Q1: 4,908 shares; 2025Q2: 5,272 shares; 2025Q3: 5,374 shares; 2025Q4: 5,637 shares; 2026Q1: 6,407 shares; 2026Q2: 11,096 shares 11,096 $917K 0.07% +4,689 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,952 shares; 2025Q2: 8,895 shares; 2025Q3: 6,080 shares; 2025Q4: 11,462 shares; 2026Q1: 12,418 shares; 2026Q2: 12,303 shares 12,303 $916K 0.07% -115 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: 6,149 shares; 2024Q4: 7,143 shares; 2025Q1: 8,241 shares; 2025Q2: 7,710 shares; 2025Q3: 5,743 shares; 2025Q4: 5,809 shares; 2026Q1: 5,856 shares; 2026Q2: 6,480 shares 6,480 $907K 0.07% +624 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,360 shares; 2025Q3: 3,401 shares; 2025Q4: 3,196 shares; 2026Q1: 3,330 shares; 2026Q2: 3,628 shares 3,628 $893K 0.07% +298 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: 957 shares; 2024Q4: 2,849 shares; 2025Q1: 3,158 shares; 2025Q2: 3,315 shares; 2025Q3: 2,897 shares; 2025Q4: 2,694 shares; 2026Q1: 2,783 shares; 2026Q2: 2,127 shares 2,127 $884K 0.07% -656 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: 1,256 shares; 2024Q4: 1,194 shares; 2025Q1: 1,202 shares; 2025Q2: 1,222 shares; 2025Q3: 1,283 shares; 2025Q4: 1,630 shares; 2026Q1: 1,524 shares; 2026Q2: 2,665 shares 2,665 $884K 0.07% +1,141 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,892 shares; 2025Q1: 15,142 shares; 2025Q2: 12,226 shares; 2025Q3: 10,524 shares; 2025Q4: 10,736 shares; 2026Q1: 10,888 shares; 2026Q2: 11,449 shares 11,449 $882K 0.07% +561 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: 1,803 shares; 2024Q4: 2,299 shares; 2025Q1: 2,495 shares; 2025Q2: 2,625 shares; 2025Q3: 2,617 shares; 2025Q4: 2,656 shares; 2026Q1: 3,017 shares; 2026Q2: 3,102 shares 3,102 $872K 0.07% +85 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: 7,742 shares; 2024Q4: 9,090 shares; 2025Q1: 8,892 shares; 2025Q2: 8,585 shares; 2025Q3: 7,538 shares; 2025Q4: 12,129 shares; 2026Q1: 14,029 shares; 2026Q2: 14,012 shares 14,012 $807K 0.06% -17 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: 779 shares; 2024Q4: 1,420 shares; 2025Q1: 943 shares; 2025Q2: 919 shares; 2025Q3: 968 shares; 2025Q4: 951 shares; 2026Q1: 977 shares; 2026Q2: 1,093 shares 1,093 $805K 0.06% +116 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,411 shares; 2024Q4: 11,756 shares; 2025Q1: 10,538 shares; 2025Q2: 17,015 shares; 2025Q3: 22,330 shares; 2025Q4: 48,251 shares; 2026Q1: 44,075 shares; 2026Q2: 47,173 shares 47,173 $793K 0.06% +3,098 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: 7,858 shares; 2024Q4: 9,403 shares; 2025Q1: 8,448 shares; 2025Q2: 8,400 shares; 2025Q3: 8,199 shares; 2025Q4: 8,118 shares; 2026Q1: 8,949 shares; 2026Q2: 9,743 shares 9,743 $792K 0.06% +794 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: 2,927 shares; 2025Q1: 5,950 shares; 2025Q2: 4,170 shares; 2025Q3: 4,700 shares; 2025Q4: 4,965 shares; 2026Q1: 4,915 shares; 2026Q2: 4,622 shares 4,622 $785K 0.06% -293 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: 8,580 shares; 2024Q4: 9,222 shares; 2025Q1: 9,228 shares; 2025Q2: 9,136 shares; 2025Q3: 9,143 shares; 2025Q4: 8,876 shares; 2026Q1: 9,024 shares; 2026Q2: 9,429 shares 9,429 $757K 0.06% +405 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: 393 shares; 2025Q1: 398 shares; 2025Q2: 412 shares; 2025Q3: 422 shares; 2025Q4: 432 shares; 2026Q1: 590 shares; 2026Q2: 787 shares 787 $757K 0.06% +197 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,434 shares; 2025Q1: 3,975 shares; 2025Q2: 1,862 shares; 2025Q3: 1,953 shares; 2025Q4: 3,226 shares; 2026Q1: 4,331 shares; 2026Q2: 5,238 shares 5,238 $750K 0.06% +907 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: 5,789 shares; 2024Q4: 22,556 shares; 2025Q1: 22,556 shares; 2025Q2: 22,556 shares; 2025Q3: 22,556 shares; 2025Q4: 22,124 shares; 2026Q1: 22,124 shares; 2026Q2: 22,124 shares 22,124 $749K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: 3,595 shares; 2025Q1: 7,525 shares; 2025Q2: 7,879 shares; 2025Q3: 3,784 shares; 2025Q4: 3,098 shares; 2026Q1: 3,897 shares; 2026Q2: 8,189 shares 8,189 $743K 0.06% +4,292 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 4,598 shares; 2025Q4: 4,852 shares; 2026Q1: 4,663 shares; 2026Q2: 4,147 shares 4,147 $729K 0.06% -516 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 739 shares 739 $713K 0.06% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,817 shares; 2025Q4: 2,968 shares; 2026Q1: 2,902 shares; 2026Q2: 2,943 shares 2,943 $712K 0.06% +41 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: 1,212 shares; 2024Q4: 1,395 shares; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 1,312 shares; 2025Q4: 1,321 shares; 2026Q1: 1,379 shares; 2026Q2: 1,479 shares 1,479 $706K 0.06% +100 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: 1,630 shares; 2024Q4: not reported; 2025Q1: 1,624 shares; 2025Q2: 2,335 shares; 2025Q3: 2,290 shares; 2025Q4: 2,309 shares; 2026Q1: 2,407 shares; 2026Q2: 2,665 shares 2,665 $694K 0.06% +258 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: 1,217 shares; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: not reported; 2025Q3: 1,962 shares; 2025Q4: 2,504 shares; 2026Q1: 2,474 shares; 2026Q2: 2,547 shares 2,547 $693K 0.06% +73 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,676 shares; 2024Q4: 7,766 shares; 2025Q1: 7,733 shares; 2025Q2: 7,740 shares; 2025Q3: 6,953 shares; 2025Q4: 13,570 shares; 2026Q1: 13,458 shares; 2026Q2: 13,017 shares 13,017 $691K 0.06% -441 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,363 shares; 2025Q2: 6,545 shares; 2025Q3: 5,916 shares; 2025Q4: 9,382 shares; 2026Q1: 9,742 shares; 2026Q2: 10,961 shares 10,961 $689K 0.06% +1,219 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: 7,839 shares; 2024Q4: 7,839 shares; 2025Q1: 7,835 shares; 2025Q2: 7,846 shares; 2025Q3: 7,885 shares; 2025Q4: 6,419 shares; 2026Q1: 6,245 shares; 2026Q2: 6,132 shares 6,132 $682K 0.05% -113 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: 2,237 shares; 2024Q4: 2,573 shares; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,369 shares; 2025Q4: 2,447 shares; 2026Q1: 2,209 shares; 2026Q2: 2,017 shares 2,017 $675K 0.05% -192 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: 3,688 shares; 2024Q4: 3,594 shares; 2025Q1: 3,558 shares; 2025Q2: 3,498 shares; 2025Q3: 3,498 shares; 2025Q4: 2,802 shares; 2026Q1: 2,842 shares; 2026Q2: 2,843 shares 2,843 $673K 0.05% +1 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: 1,965 shares; 2024Q4: 2,032 shares; 2025Q1: 2,725 shares; 2025Q2: 3,289 shares; 2025Q3: 2,611 shares; 2025Q4: 2,620 shares; 2026Q1: 2,898 shares; 2026Q2: 2,915 shares 2,915 $669K 0.05% +17 Timeline UPRO 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: 5,136 shares; 2025Q3: 4,790 shares; 2025Q4: 4,693 shares; 2026Q1: 4,693 shares; 2026Q2: 4,693 shares 4,693 $665K 0.05% 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: 4,214 shares; 2024Q4: 5,283 shares; 2025Q1: 5,810 shares; 2025Q2: 6,003 shares; 2025Q3: 2,740 shares; 2025Q4: 3,490 shares; 2026Q1: 5,038 shares; 2026Q2: 4,261 shares 4,261 $655K 0.05% -777 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,188 shares; 2024Q4: 13,947 shares; 2025Q1: 13,993 shares; 2025Q2: 17,631 shares; 2025Q3: 17,631 shares; 2025Q4: 17,607 shares; 2026Q1: 17,524 shares; 2026Q2: 17,524 shares 17,524 $653K 0.05% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,203 shares; 2025Q3: 1,915 shares; 2025Q4: 2,143 shares; 2026Q1: 2,178 shares; 2026Q2: 2,068 shares 2,068 $648K 0.05% -110 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: 2,672 shares; 2024Q4: 2,697 shares; 2025Q1: 2,672 shares; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares; 2026Q2: 2,923 shares 2,923 $641K 0.05% +77 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: 5,091 shares; 2024Q4: 5,059 shares; 2025Q1: 5,184 shares; 2025Q2: 5,327 shares; 2025Q3: 5,381 shares; 2025Q4: 5,225 shares; 2026Q1: 5,179 shares; 2026Q2: 5,409 shares 5,409 $632K 0.05% +230 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: 1,200 shares; 2024Q4: 1,299 shares; 2025Q1: 1,585 shares; 2025Q2: 1,641 shares; 2025Q3: 1,711 shares; 2025Q4: 1,723 shares; 2026Q1: 1,751 shares; 2026Q2: 1,909 shares 1,909 $630K 0.05% +158 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: 14,606 shares; 2024Q4: 15,985 shares; 2025Q1: 16,156 shares; 2025Q2: 9,739 shares; 2025Q3: 10,985 shares; 2025Q4: 9,846 shares; 2026Q1: 9,535 shares; 2026Q2: 11,044 shares 11,044 $629K 0.05% +1,509 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: 1,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 2,841 shares; 2025Q4: 2,990 shares; 2026Q1: 3,534 shares; 2026Q2: 3,984 shares 3,984 $624K 0.05% +450 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 3,713 shares; 2025Q3: 3,591 shares; 2025Q4: 3,579 shares; 2026Q1: 3,698 shares; 2026Q2: 4,211 shares 4,211 $615K 0.05% +513 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: 155 shares; 2024Q4: 183 shares; 2025Q1: 186 shares; 2025Q2: 199 shares; 2025Q3: 198 shares; 2025Q4: 201 shares; 2026Q1: 195 shares; 2026Q2: 3,451 shares 3,451 $615K 0.05% +3,256 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,496 shares; 2025Q4: not reported; 2026Q1: 1,379 shares; 2026Q2: 1,397 shares 1,397 $603K 0.05% +18 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,058 shares; 2026Q1: 1,238 shares; 2026Q2: 1,233 shares 1,233 $597K 0.05% -5 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: 2,605 shares; 2024Q4: 2,657 shares; 2025Q1: 2,329 shares; 2025Q2: 4,445 shares; 2025Q3: 4,578 shares; 2025Q4: 3,231 shares; 2026Q1: 5,362 shares; 2026Q2: 4,053 shares 4,053 $594K 0.05% -1,309 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: 2,070 shares; 2024Q4: 2,183 shares; 2025Q1: 2,200 shares; 2025Q2: 1,926 shares; 2025Q3: 2,003 shares; 2025Q4: 1,960 shares; 2026Q1: 2,165 shares; 2026Q2: 2,192 shares 2,192 $593K 0.05% +27 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,386 shares; 2025Q1: 6,962 shares; 2025Q2: 6,565 shares; 2025Q3: 5,524 shares; 2025Q4: 5,825 shares; 2026Q1: 5,377 shares; 2026Q2: 5,219 shares 5,219 $592K 0.05% -158 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 259 shares 259 $589K 0.05% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,181 shares; 2024Q4: 7,717 shares; 2025Q1: 8,158 shares; 2025Q2: 8,612 shares; 2025Q3: 6,509 shares; 2025Q4: 6,031 shares; 2026Q1: 4,235 shares; 2026Q2: 4,016 shares 4,016 $588K 0.05% -219 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,851 shares; 2025Q1: 6,016 shares; 2025Q2: 5,519 shares; 2025Q3: 5,519 shares; 2025Q4: 5,542 shares; 2026Q1: 5,580 shares; 2026Q2: 6,136 shares 6,136 $583K 0.05% +556 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,569 shares; 2024Q4: 12,273 shares; 2025Q1: 14,487 shares; 2025Q2: 15,617 shares; 2025Q3: 15,459 shares; 2025Q4: 15,448 shares; 2026Q1: 17,095 shares; 2026Q2: 12,962 shares 12,962 $575K 0.05% -4,133 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: 834 shares; 2024Q4: 834 shares; 2025Q1: 16,599 shares; 2025Q2: 15,869 shares; 2025Q3: 15,734 shares; 2025Q4: 17,166 shares; 2026Q1: 15,669 shares; 2026Q2: 15,669 shares 15,669 $568K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,813 shares 7,813 $565K 0.05% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,896 shares; 2025Q3: 3,166 shares; 2025Q4: 3,204 shares; 2026Q1: 3,195 shares; 2026Q2: 3,404 shares 3,404 $561K 0.05% +209 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,583 shares; 2025Q1: not reported; 2025Q2: 5,024 shares; 2025Q3: 4,815 shares; 2025Q4: 5,227 shares; 2026Q1: 5,698 shares; 2026Q2: 5,967 shares 5,967 $559K 0.04% +269 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,324 shares; 2026Q2: 1,333 shares 1,333 $555K 0.04% +9 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,455 shares; 2024Q4: 20,427 shares; 2025Q1: 27,021 shares; 2025Q2: 33,645 shares; 2025Q3: 34,862 shares; 2025Q4: 35,113 shares; 2026Q1: 35,203 shares; 2026Q2: 39,750 shares 39,750 $549K 0.04% +4,547 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,111 shares; 2026Q2: 2,135 shares 2,135 $545K 0.04% +24 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: 9,982 shares; 2024Q4: 9,597 shares; 2025Q1: 9,367 shares; 2025Q2: 11,068 shares; 2025Q3: 8,551 shares; 2025Q4: 7,115 shares; 2026Q1: 7,224 shares; 2026Q2: 7,558 shares 7,558 $544K 0.04% +334 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 1,121 shares; 2025Q4: 1,152 shares; 2026Q1: 1,199 shares; 2026Q2: 1,365 shares 1,365 $542K 0.04% +166 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,643 shares; 2025Q1: 1,877 shares; 2025Q2: 2,177 shares; 2025Q3: 1,627 shares; 2025Q4: 1,502 shares; 2026Q1: 1,460 shares; 2026Q2: 2,144 shares 2,144 $539K 0.04% +684 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,690 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,862 shares; 2026Q1: 4,862 shares; 2026Q2: 4,862 shares 4,862 $536K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 2,147 shares; 2025Q4: 2,522 shares; 2026Q1: 2,584 shares; 2026Q2: 3,168 shares 3,168 $535K 0.04% +584 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,479 shares; 2025Q3: 1,527 shares; 2025Q4: 1,824 shares; 2026Q1: 2,071 shares; 2026Q2: 2,812 shares 2,812 $534K 0.04% +741 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,134 shares 3,134 $522K 0.04% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,615 shares; 2025Q1: 1,728 shares; 2025Q2: 1,959 shares; 2025Q3: 1,687 shares; 2025Q4: 1,839 shares; 2026Q1: 1,722 shares; 2026Q2: 1,865 shares 1,865 $506K 0.04% +143 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,590 shares; 2025Q4: 1,984 shares; 2026Q1: 1,981 shares; 2026Q2: 2,512 shares 2,512 $504K 0.04% +531 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,275 shares; 2024Q4: 19,846 shares; 2025Q1: 22,973 shares; 2025Q2: 19,920 shares; 2025Q3: 20,746 shares; 2025Q4: 21,329 shares; 2026Q1: 22,788 shares; 2026Q2: 25,296 shares 25,296 $503K 0.04% +2,508 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: 23,011 shares; 2024Q4: 25,426 shares; 2025Q1: 25,140 shares; 2025Q2: 26,066 shares; 2025Q3: 21,065 shares; 2025Q4: 21,094 shares; 2026Q1: 23,247 shares; 2026Q2: 24,300 shares 24,300 $503K 0.04% +1,053 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 996 shares; 2025Q1: 1,279 shares; 2025Q2: 1,228 shares; 2025Q3: 1,231 shares; 2025Q4: 1,262 shares; 2026Q1: 1,303 shares; 2026Q2: 1,251 shares 1,251 $502K 0.04% -52 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,568 shares; 2025Q1: 2,690 shares; 2025Q2: 2,623 shares; 2025Q3: 2,652 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares; 2026Q2: 2,701 shares 2,701 $500K 0.04% +39 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: 395 shares; 2024Q4: 510 shares; 2025Q1: 665 shares; 2025Q2: 679 shares; 2025Q3: 664 shares; 2025Q4: 6,675 shares; 2026Q1: 8,913 shares; 2026Q2: 7,002 shares 7,002 $500K 0.04% -1,911 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,381 shares; 2025Q1: 4,069 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,662 shares 1,662 $495K 0.04% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,083 shares; 2025Q1: 7,912 shares; 2025Q2: 6,553 shares; 2025Q3: 6,667 shares; 2025Q4: 7,037 shares; 2026Q1: 7,438 shares; 2026Q2: 7,460 shares 7,460 $495K 0.04% +22 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,976 shares; 2024Q4: 8,266 shares; 2025Q1: 9,036 shares; 2025Q2: 8,679 shares; 2025Q3: 5,950 shares; 2025Q4: 6,618 shares; 2026Q1: 6,618 shares; 2026Q2: 7,057 shares 7,057 $494K 0.04% +439 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares; 2025Q2: 3,459 shares; 2025Q3: 3,551 shares; 2025Q4: 4,128 shares; 2026Q1: 4,627 shares; 2026Q2: 4,238 shares 4,238 $494K 0.04% -389 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,574 shares; 2024Q4: 12,574 shares; 2025Q1: 12,574 shares; 2025Q2: 12,497 shares; 2025Q3: 12,497 shares; 2025Q4: 12,497 shares; 2026Q1: 12,497 shares; 2026Q2: 12,497 shares 12,497 $494K 0.04% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,052 shares; 2024Q4: 42,661 shares; 2025Q1: 43,837 shares; 2025Q2: 42,927 shares; 2025Q3: 43,768 shares; 2025Q4: 44,490 shares; 2026Q1: 46,877 shares; 2026Q2: 51,490 shares 51,490 $493K 0.04% +4,613 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,277 shares; 2025Q3: 1,080 shares; 2025Q4: 1,005 shares; 2026Q1: 820 shares; 2026Q2: 994 shares 994 $488K 0.04% +174 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: 10,429 shares; 2024Q4: 10,736 shares; 2025Q1: 10,429 shares; 2025Q2: 11,870 shares; 2025Q3: 6,906 shares; 2025Q4: 6,906 shares; 2026Q1: 6,351 shares; 2026Q2: 5,875 shares 5,875 $487K 0.04% -476 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 302 shares; 2026Q2: 5,644 shares 5,644 $486K 0.04% +5,342 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,569 shares; 2025Q1: 2,793 shares; 2025Q2: 3,158 shares; 2025Q3: 3,324 shares; 2025Q4: 4,276 shares; 2026Q1: 4,252 shares; 2026Q2: 1,900 shares 1,900 $484K 0.04% -2,352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 414 shares; 2025Q4: 431 shares; 2026Q1: 444 shares; 2026Q2: 477 shares 477 $483K 0.04% +33 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,397 shares; 2026Q1: 1,759 shares; 2026Q2: 1,530 shares 1,530 $482K 0.04% -229 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,489 shares; 2025Q1: 2,488 shares; 2025Q2: 2,466 shares; 2025Q3: 2,586 shares; 2025Q4: 2,628 shares; 2026Q1: 2,752 shares; 2026Q2: 2,836 shares 2,836 $481K 0.04% +84 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: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares; 2026Q2: 1,381 shares 1,381 $473K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 9,714 shares; 2025Q2: 15,051 shares; 2025Q3: 14,102 shares; 2025Q4: 15,452 shares; 2026Q1: 13,650 shares; 2026Q2: 13,935 shares 13,935 $473K 0.04% +285 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,112 shares; 2025Q1: 5,003 shares; 2025Q2: 9,146 shares; 2025Q3: 6,032 shares; 2025Q4: 5,823 shares; 2026Q1: 5,637 shares; 2026Q2: 3,536 shares 3,536 $470K 0.04% -2,101 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,564 shares; 2025Q1: not reported; 2025Q2: 3,150 shares; 2025Q3: 3,197 shares; 2025Q4: 3,384 shares; 2026Q1: 3,497 shares; 2026Q2: 3,449 shares 3,449 $469K 0.04% -48 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 856 shares; 2025Q1: 681 shares; 2025Q2: 1,091 shares; 2025Q3: 1,904 shares; 2025Q4: not reported; 2026Q1: 2,111 shares; 2026Q2: 2,043 shares 2,043 $467K 0.04% -68 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,354 shares; 2025Q3: 6,375 shares; 2025Q4: 6,617 shares; 2026Q1: 6,546 shares; 2026Q2: 6,559 shares 6,559 $457K 0.04% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019 $455K 0.04% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,669 shares; 2025Q1: 1,503 shares; 2025Q2: 1,506 shares; 2025Q3: 1,499 shares; 2025Q4: not reported; 2026Q1: 1,748 shares; 2026Q2: 1,515 shares 1,515 $452K 0.04% -233 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,799 shares; 2024Q4: 21,935 shares; 2025Q1: 21,756 shares; 2025Q2: 18,063 shares; 2025Q3: 19,190 shares; 2025Q4: 19,340 shares; 2026Q1: 19,931 shares; 2026Q2: 19,927 shares 19,927 $451K 0.04% -4 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,289 shares; 2025Q1: 4,319 shares; 2025Q2: 4,978 shares; 2025Q3: 5,126 shares; 2025Q4: 5,140 shares; 2026Q1: 5,557 shares; 2026Q2: 5,909 shares 5,909 $449K 0.04% +352 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,737 shares; 2025Q1: 1,864 shares; 2025Q2: 2,433 shares; 2025Q3: 2,224 shares; 2025Q4: 2,013 shares; 2026Q1: 2,103 shares; 2026Q2: 2,471 shares 2,471 $447K 0.04% +368 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,968 shares; 2024Q4: 3,968 shares; 2025Q1: 3,968 shares; 2025Q2: 3,968 shares; 2025Q3: 3,258 shares; 2025Q4: 3,258 shares; 2026Q1: 3,258 shares; 2026Q2: 3,270 shares 3,270 $447K 0.04% +12 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,235 shares; 2025Q1: 22,897 shares; 2025Q2: 22,912 shares; 2025Q3: 23,105 shares; 2025Q4: 23,121 shares; 2026Q1: 23,149 shares; 2026Q2: 25,092 shares 25,092 $442K 0.04% +1,943 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: not reported; 2024Q4: not reported; 2025Q1: 1,519 shares; 2025Q2: not reported; 2025Q3: 2,177 shares; 2025Q4: 2,361 shares; 2026Q1: 2,756 shares; 2026Q2: 2,306 shares 2,306 $439K 0.04% -450 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: not reported; 2024Q4: not reported; 2025Q1: 1,899 shares; 2025Q2: 3,217 shares; 2025Q3: 3,240 shares; 2025Q4: 3,384 shares; 2026Q1: 3,550 shares; 2026Q2: 3,465 shares 3,465 $438K 0.04% -85 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: 1,030 shares; 2024Q4: 786 shares; 2025Q1: 1,126 shares; 2025Q2: 802 shares; 2025Q3: 881 shares; 2025Q4: 904 shares; 2026Q1: 912 shares; 2026Q2: 867 shares 867 $435K 0.03% -45 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,660 shares; 2025Q4: 2,197 shares; 2026Q1: 2,712 shares; 2026Q2: 2,870 shares 2,870 $435K 0.03% +158 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: 411 shares; 2024Q4: 434 shares; 2025Q1: 475 shares; 2025Q2: 585 shares; 2025Q3: 631 shares; 2025Q4: 783 shares; 2026Q1: 875 shares; 2026Q2: 853 shares 853 $435K 0.03% -22 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 603 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $435K 0.03% 0 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,833 shares; 2025Q4: 6,244 shares; 2026Q1: 6,541 shares; 2026Q2: 7,194 shares 7,194 $433K 0.03% +653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares; 2026Q2: 410 shares 410 $427K 0.03% +74 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: not reported; 2024Q4: 17,391 shares; 2025Q1: 16,788 shares; 2025Q2: 10,553 shares; 2025Q3: 17,703 shares; 2025Q4: 16,314 shares; 2026Q1: 16,966 shares; 2026Q2: 14,902 shares 14,902 $420K 0.03% -2,064 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,439 shares; 2026Q2: 2,499 shares 2,499 $419K 0.03% +1,060 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: 675 shares; 2024Q4: 775 shares; 2025Q1: 822 shares; 2025Q2: 812 shares; 2025Q3: 816 shares; 2025Q4: 805 shares; 2026Q1: 957 shares; 2026Q2: 976 shares 976 $416K 0.03% +19 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,696 shares; 2025Q1: 3,833 shares; 2025Q2: 3,944 shares; 2025Q3: 4,024 shares; 2025Q4: 4,038 shares; 2026Q1: 4,230 shares; 2026Q2: 4,781 shares 4,781 $413K 0.03% +551 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,844 shares; 2025Q4: 2,634 shares; 2026Q1: 2,573 shares; 2026Q2: 2,294 shares 2,294 $412K 0.03% -279 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: 4,577 shares; 2025Q1: 4,540 shares; 2025Q2: 4,955 shares; 2025Q3: 4,693 shares; 2025Q4: 6,288 shares; 2026Q1: 4,549 shares; 2026Q2: 4,715 shares 4,715 $407K 0.03% +166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,085 shares 3,085 $406K 0.03% new 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: 2,186 shares; 2024Q4: 2,346 shares; 2025Q1: 2,464 shares; 2025Q2: 2,535 shares; 2025Q3: 2,025 shares; 2025Q4: 2,014 shares; 2026Q1: 1,478 shares; 2026Q2: 1,501 shares 1,501 $404K 0.03% +23 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 1,028 shares; 2026Q1: 1,103 shares; 2026Q2: 1,139 shares 1,139 $403K 0.03% +36 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 3,302 shares; 2025Q3: not reported; 2025Q4: 3,606 shares; 2026Q1: 3,541 shares; 2026Q2: 3,737 shares 3,737 $402K 0.03% +196 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,457 shares; 2025Q3: 1,533 shares; 2025Q4: 1,595 shares; 2026Q1: 1,322 shares; 2026Q2: 1,547 shares 1,547 $396K 0.03% +225 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: 6,952 shares; 2024Q4: 21,483 shares; 2025Q1: 14,559 shares; 2025Q2: 10,718 shares; 2025Q3: 11,981 shares; 2025Q4: 8,965 shares; 2026Q1: 9,424 shares; 2026Q2: 16,120 shares 16,120 $388K 0.03% +6,696 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,468 shares; 2025Q1: 2,996 shares; 2025Q2: 3,513 shares; 2025Q3: 3,078 shares; 2025Q4: 2,883 shares; 2026Q1: 2,159 shares; 2026Q2: 2,184 shares 2,184 $388K 0.03% +25 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,746 shares; 2025Q2: 11,437 shares; 2025Q3: 8,174 shares; 2025Q4: 8,363 shares; 2026Q1: 8,386 shares; 2026Q2: 9,362 shares 9,362 $387K 0.03% +976 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: 2,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,209 shares 4,209 $386K 0.03% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,476 shares 8,476 $382K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,100 shares; 2025Q2: 4,444 shares; 2025Q3: 3,884 shares; 2025Q4: 3,909 shares; 2026Q1: 3,485 shares; 2026Q2: 3,682 shares 3,682 $381K 0.03% +197 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: not reported; 2024Q4: 747 shares; 2025Q1: 1,370 shares; 2025Q2: 1,902 shares; 2025Q3: 1,850 shares; 2025Q4: 1,913 shares; 2026Q1: 2,584 shares; 2026Q2: 1,855 shares 1,855 $380K 0.03% -729 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,125 shares; 2024Q4: 17,274 shares; 2025Q1: 19,347 shares; 2025Q2: 17,773 shares; 2025Q3: 12,102 shares; 2025Q4: 12,006 shares; 2026Q1: 12,096 shares; 2026Q2: 14,113 shares 14,113 $379K 0.03% +2,017 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 334 shares; 2025Q4: 367 shares; 2026Q1: 420 shares; 2026Q2: 456 shares 456 $378K 0.03% +36 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,046 shares; 2024Q4: 6,046 shares; 2025Q1: 6,046 shares; 2025Q2: 5,811 shares; 2025Q3: 5,699 shares; 2025Q4: 5,699 shares; 2026Q1: 6,415 shares; 2026Q2: 6,415 shares 6,415 $377K 0.03% 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: 2,592 shares; 2024Q4: 3,571 shares; 2025Q1: 3,770 shares; 2025Q2: 3,691 shares; 2025Q3: 2,965 shares; 2025Q4: 3,066 shares; 2026Q1: 2,273 shares; 2026Q2: 2,321 shares 2,321 $376K 0.03% +48 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,747 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,608 shares; 2026Q2: 2,861 shares 2,861 $374K 0.03% +253 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: 1,195 shares; 2024Q4: 1,290 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,135 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares; 2026Q2: 4,628 shares 4,628 $373K 0.03% +3,451 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,905 shares; 2025Q2: 4,696 shares; 2025Q3: not reported; 2025Q4: 7,903 shares; 2026Q1: not reported; 2026Q2: 14,721 shares 14,721 $372K 0.03% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,226 shares 12,226 $369K 0.03% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,177 shares; 2025Q2: 13,888 shares; 2025Q3: 13,917 shares; 2025Q4: 13,671 shares; 2026Q1: 13,671 shares; 2026Q2: 14,718 shares 14,718 $369K 0.03% +1,047 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,761 shares; 2025Q3: 1,817 shares; 2025Q4: 1,927 shares; 2026Q1: 1,962 shares; 2026Q2: 2,116 shares 2,116 $368K 0.03% +154 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: 3,979 shares; 2024Q4: 3,924 shares; 2025Q1: 3,898 shares; 2025Q2: 3,898 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares; 2026Q1: 2,796 shares; 2026Q2: 2,665 shares 2,665 $366K 0.03% -131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 477 shares 477 $364K 0.03% new 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: 585 shares; 2024Q4: 663 shares; 2025Q1: 665 shares; 2025Q2: 583 shares; 2025Q3: 600 shares; 2025Q4: 594 shares; 2026Q1: 603 shares; 2026Q2: 713 shares 713 $363K 0.03% +110 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,493 shares; 2025Q1: 1,425 shares; 2025Q2: 1,495 shares; 2025Q3: 1,215 shares; 2025Q4: 872 shares; 2026Q1: 1,307 shares; 2026Q2: 697 shares 697 $362K 0.03% -610 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788 shares; 2024Q4: 787 shares; 2025Q1: 796 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,810 shares; 2026Q1: 7,069 shares; 2026Q2: 1,778 shares 1,778 $360K 0.03% -5,291 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,160 shares 4,160 $359K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 582 shares; 2026Q1: 595 shares; 2026Q2: 574 shares 574 $358K 0.03% -21 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: not reported; 2024Q4: 6,653 shares; 2025Q1: 6,921 shares; 2025Q2: 7,331 shares; 2025Q3: 8,144 shares; 2025Q4: 8,552 shares; 2026Q1: 7,994 shares; 2026Q2: 8,426 shares 8,426 $357K 0.03% +432 Timeline VIS 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares; 2026Q2: 977 shares 977 $352K 0.03% +196 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: 610 shares; 2024Q4: 2,395 shares; 2025Q1: 1,404 shares; 2025Q2: 711 shares; 2025Q3: 1,427 shares; 2025Q4: 2,118 shares; 2026Q1: 1,369 shares; 2026Q2: 2,808 shares 2,808 $349K 0.03% +1,439 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,456 shares; 2025Q1: 1,315 shares; 2025Q2: 791 shares; 2025Q3: 799 shares; 2025Q4: 796 shares; 2026Q1: 796 shares; 2026Q2: 1,046 shares 1,046 $346K 0.03% +250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $344K 0.03% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,706 shares; 2025Q4: 1,708 shares; 2026Q1: 1,711 shares; 2026Q2: 2,237 shares 2,237 $343K 0.03% +526 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 2,311 shares; 2026Q1: 2,593 shares; 2026Q2: 2,360 shares 2,360 $341K 0.03% -233 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,886 shares; 2025Q2: 3,302 shares; 2025Q3: 3,356 shares; 2025Q4: 3,347 shares; 2026Q1: 3,648 shares; 2026Q2: 3,693 shares 3,693 $341K 0.03% +45 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: not reported; 2024Q4: not reported; 2025Q1: 1,796 shares; 2025Q2: 1,717 shares; 2025Q3: 1,711 shares; 2025Q4: 1,876 shares; 2026Q1: 1,619 shares; 2026Q2: 1,834 shares 1,834 $339K 0.03% +215 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: not reported; 2024Q4: not reported; 2025Q1: 10,169 shares; 2025Q2: 17,496 shares; 2025Q3: 17,496 shares; 2025Q4: 18,187 shares; 2026Q1: 14,146 shares; 2026Q2: 19,035 shares 19,035 $337K 0.03% +4,889 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,439 shares; 2024Q4: 21,555 shares; 2025Q1: 26,102 shares; 2025Q2: 22,180 shares; 2025Q3: 22,261 shares; 2025Q4: 22,305 shares; 2026Q1: 22,336 shares; 2026Q2: 22,875 shares 22,875 $335K 0.03% +539 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 1,553 shares; 2026Q1: 721 shares; 2026Q2: 679 shares 679 $333K 0.03% -42 Timeline GSK GSK PLC More: the full row for GSK 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: 6,057 shares; 2025Q4: 6,040 shares; 2026Q1: 6,088 shares; 2026Q2: 6,342 shares 6,342 $332K 0.03% +254 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,992 shares; 2025Q1: 4,047 shares; 2025Q2: 1,258 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 974 shares 974 $332K 0.03% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: 960 shares; 2026Q1: not reported; 2026Q2: 2,335 shares 2,335 $332K 0.03% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,087 shares 7,087 $330K 0.03% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,065 shares; 2025Q2: 7,093 shares; 2025Q3: 7,057 shares; 2025Q4: 7,040 shares; 2026Q1: 7,016 shares; 2026Q2: 9,520 shares 9,520 $329K 0.03% +2,504 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,198 shares; 2026Q1: 1,197 shares; 2026Q2: 1,214 shares 1,214 $327K 0.03% +17 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,840 shares 2,840 $327K 0.03% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares; 2026Q2: 6,698 shares 6,698 $325K 0.03% +3,243 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,090 shares; 2024Q4: 9,829 shares; 2025Q1: 9,333 shares; 2025Q2: 7,879 shares; 2025Q3: 7,688 shares; 2025Q4: 7,743 shares; 2026Q1: 7,866 shares; 2026Q2: 8,225 shares 8,225 $325K 0.03% +359 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: 2,842 shares; 2024Q4: 3,941 shares; 2025Q1: 3,621 shares; 2025Q2: 3,374 shares; 2025Q3: 3,177 shares; 2025Q4: 3,353 shares; 2026Q1: 3,221 shares; 2026Q2: 3,371 shares 3,371 $324K 0.03% +150 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,546 shares 1,546 $323K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,357 shares; 2026Q1: 1,398 shares; 2026Q2: 1,447 shares 1,447 $322K 0.03% +49 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: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,385 shares; 2025Q4: 1,348 shares; 2026Q1: 1,335 shares; 2026Q2: 1,342 shares 1,342 $318K 0.03% +7 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: not reported; 2024Q4: not reported; 2025Q1: 2,093 shares; 2025Q2: 2,729 shares; 2025Q3: 1,155 shares; 2025Q4: 700 shares; 2026Q1: 743 shares; 2026Q2: 879 shares 879 $318K 0.03% +136 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,239 shares; 2025Q2: 6,500 shares; 2025Q3: 5,339 shares; 2025Q4: 6,414 shares; 2026Q1: 5,768 shares; 2026Q2: 5,812 shares 5,812 $316K 0.03% +44 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 1,111 shares; 2025Q4: 1,153 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $315K 0.03% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,747 shares; 2025Q3: 2,798 shares; 2025Q4: 3,357 shares; 2026Q1: 3,387 shares; 2026Q2: 3,431 shares 3,431 $315K 0.03% +44 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: 2,809 shares; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 2,977 shares; 2026Q1: 3,081 shares; 2026Q2: 3,253 shares 3,253 $314K 0.03% +172 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: 1,161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,002 shares; 2025Q4: 1,088 shares; 2026Q1: 1,264 shares; 2026Q2: 1,315 shares 1,315 $313K 0.03% +51 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,067 shares; 2026Q2: 1,273 shares 1,273 $312K 0.03% +206 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,047 shares; 2025Q1: 5,256 shares; 2025Q2: 5,364 shares; 2025Q3: 6,697 shares; 2025Q4: 6,205 shares; 2026Q1: 6,232 shares; 2026Q2: 5,653 shares 5,653 $312K 0.03% -579 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,441 shares 1,441 $312K 0.03% new 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: 1,594 shares; 2024Q4: 2,348 shares; 2025Q1: 2,465 shares; 2025Q2: 2,498 shares; 2025Q3: 1,985 shares; 2025Q4: 2,051 shares; 2026Q1: 2,095 shares; 2026Q2: 1,401 shares 1,401 $309K 0.02% -694 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 745 shares; 2025Q4: 746 shares; 2026Q1: 763 shares; 2026Q2: 686 shares 686 $309K 0.02% -77 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,717 shares; 2025Q1: 1,803 shares; 2025Q2: 1,781 shares; 2025Q3: 1,266 shares; 2025Q4: 1,032 shares; 2026Q1: 1,089 shares; 2026Q2: 1,178 shares 1,178 $307K 0.02% +89 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,074 shares; 2024Q4: 4,470 shares; 2025Q1: 5,779 shares; 2025Q2: 2,694 shares; 2025Q3: 2,778 shares; 2025Q4: 3,031 shares; 2026Q1: 2,835 shares; 2026Q2: 2,956 shares 2,956 $307K 0.02% +121 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,586 shares; 2025Q1: 18,203 shares; 2025Q2: 20,094 shares; 2025Q3: 23,796 shares; 2025Q4: 16,002 shares; 2026Q1: 16,170 shares; 2026Q2: 19,133 shares 19,133 $307K 0.02% +2,963 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,379 shares; 2024Q4: 1,491 shares; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 2,336 shares; 2026Q1: 2,106 shares; 2026Q2: 2,615 shares 2,615 $307K 0.02% +509 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,184 shares; 2025Q3: 2,181 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,429 shares 1,429 $305K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,598 shares; 2025Q2: 1,244 shares; 2025Q3: 1,294 shares; 2025Q4: 1,071 shares; 2026Q1: 1,239 shares; 2026Q2: 1,257 shares 1,257 $299K 0.02% +18 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares; 2026Q2: 2,996 shares 2,996 $299K 0.02% +1,126 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,262 shares; 2026Q1: 4,544 shares; 2026Q2: 4,908 shares 4,908 $296K 0.02% +364 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: not reported; 2024Q4: 1,619 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,509 shares; 2025Q4: 1,652 shares; 2026Q1: 1,377 shares; 2026Q2: 1,534 shares 1,534 $296K 0.02% +157 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: 1,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 2,095 shares; 2026Q1: 1,636 shares; 2026Q2: 1,817 shares 1,817 $296K 0.02% +181 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares 479 $295K 0.02% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,903 shares; 2024Q4: 9,903 shares; 2025Q1: 9,260 shares; 2025Q2: 7,667 shares; 2025Q3: 7,667 shares; 2025Q4: 7,314 shares; 2026Q1: 7,314 shares; 2026Q2: 7,314 shares 7,314 $294K 0.02% 0 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,598 shares; 2025Q2: 2,923 shares; 2025Q3: 2,566 shares; 2025Q4: 2,586 shares; 2026Q1: 2,725 shares; 2026Q2: 2,730 shares 2,730 $293K 0.02% +5 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,522 shares; 2025Q2: 2,496 shares; 2025Q3: 2,528 shares; 2025Q4: 2,479 shares; 2026Q1: 2,513 shares; 2026Q2: 2,545 shares 2,545 $292K 0.02% +32 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: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,286 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares; 2026Q2: 1,286 shares 1,286 $292K 0.02% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 747 shares; 2025Q4: 759 shares; 2026Q1: 773 shares; 2026Q2: 850 shares 850 $290K 0.02% +77 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 294 shares 294 $288K 0.02% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,540 shares; 2025Q1: 12,416 shares; 2025Q2: 12,412 shares; 2025Q3: 12,560 shares; 2025Q4: 12,463 shares; 2026Q1: 10,388 shares; 2026Q2: 14,311 shares 14,311 $287K 0.02% +3,923 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares; 2026Q2: 904 shares 904 $286K 0.02% +166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 1,994 shares; 2026Q1: 2,063 shares; 2026Q2: 2,088 shares 2,088 $286K 0.02% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,083 shares; 2026Q2: 693 shares 693 $282K 0.02% -390 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 774 shares; 2025Q4: 824 shares; 2026Q1: 1,017 shares; 2026Q2: 823 shares 823 $276K 0.02% -194 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: 2 shares; 2024Q4: 13 shares; 2025Q1: 2 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,200 shares; 2026Q1: 1,252 shares; 2026Q2: 1,298 shares 1,298 $276K 0.02% +46 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,575 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,125 shares 2,125 $276K 0.02% new 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: 1,744 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 8,803 shares; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares; 2026Q2: 1,665 shares 1,665 $274K 0.02% +1 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: not reported; 2024Q4: 5,719 shares; 2025Q1: 11,072 shares; 2025Q2: 8,705 shares; 2025Q3: 5,443 shares; 2025Q4: 5,239 shares; 2026Q1: 3,323 shares; 2026Q2: 3,495 shares 3,495 $273K 0.02% +172 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,390 shares; 2025Q4: 9,447 shares; 2026Q1: 9,492 shares; 2026Q2: 10,643 shares 10,643 $273K 0.02% +1,151 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,964 shares; 2025Q1: 5,966 shares; 2025Q2: 6,766 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,047 shares 1,047 $273K 0.02% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 1,713 shares 1,713 $272K 0.02% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 583 shares 583 $272K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,713 shares; 2026Q1: not reported; 2026Q2: 1,659 shares 1,659 $271K 0.02% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 770 shares 770 $270K 0.02% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,862 shares; 2026Q1: 5,862 shares; 2026Q2: 5,862 shares 5,862 $268K 0.02% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,301 shares; 2024Q4: 4,301 shares; 2025Q1: 5,229 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,402 shares; 2026Q1: 5,402 shares; 2026Q2: 5,402 shares 5,402 $268K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,956 shares; 2025Q1: 5,743 shares; 2025Q2: 5,580 shares; 2025Q3: 5,222 shares; 2025Q4: 3,518 shares; 2026Q1: not reported; 2026Q2: 2,665 shares 2,665 $267K 0.02% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725 shares; 2026Q1: not reported; 2026Q2: 686 shares 686 $265K 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,245 shares 5,245 $264K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,148 shares 3,148 $263K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $262K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,164 shares; 2025Q4: 2,187 shares; 2026Q1: 2,124 shares; 2026Q2: 2,131 shares 2,131 $262K 0.02% +7 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,872 shares; 2024Q4: 19,043 shares; 2025Q1: 18,269 shares; 2025Q2: 18,269 shares; 2025Q3: 18,647 shares; 2025Q4: 19,253 shares; 2026Q1: 20,134 shares; 2026Q2: 21,770 shares 21,770 $262K 0.02% +1,636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,727 shares 6,727 $262K 0.02% new Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,544 shares 6,544 $260K 0.02% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,942 shares 4,942 $260K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,529 shares; 2025Q4: 1,489 shares; 2026Q1: 1,488 shares; 2026Q2: 933 shares 933 $260K 0.02% -555 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,126 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,465 shares 3,465 $259K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,064 shares 3,064 $259K 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 705 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $259K 0.02% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,567 shares; 2025Q3: 5,880 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,942 shares 4,942 $257K 0.02% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,495 shares; 2024Q4: 2,476 shares; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: 3,244 shares; 2025Q4: 2,825 shares; 2026Q1: 2,829 shares; 2026Q2: 2,302 shares 2,302 $257K 0.02% -527 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,695 shares; 2025Q4: not reported; 2026Q1: 1,150 shares; 2026Q2: 1,186 shares 1,186 $256K 0.02% +36 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: 1,442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,192 shares 1,192 $254K 0.02% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,186 shares; 2025Q1: 7,911 shares; 2025Q2: 7,793 shares; 2025Q3: 7,534 shares; 2025Q4: 7,627 shares; 2026Q1: 4,029 shares; 2026Q2: 4,661 shares 4,661 $253K 0.02% +632 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,085 shares; 2025Q2: 3,405 shares; 2025Q3: 3,156 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,939 shares 4,939 $252K 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,600 shares; 2024Q4: 6,754 shares; 2025Q1: 7,154 shares; 2025Q2: 6,492 shares; 2025Q3: 6,657 shares; 2025Q4: 6,712 shares; 2026Q1: 6,588 shares; 2026Q2: 7,094 shares 7,094 $251K 0.02% +506 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: 2,803 shares; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 2,214 shares; 2026Q1: 2,410 shares; 2026Q2: 2,329 shares 2,329 $249K 0.02% -81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,136 shares; 2025Q4: 1,172 shares; 2026Q1: 1,158 shares; 2026Q2: 1,248 shares 1,248 $249K 0.02% +90 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: not reported; 2024Q4: 10,601 shares; 2025Q1: 6,684 shares; 2025Q2: 12,699 shares; 2025Q3: 6,460 shares; 2025Q4: 7,381 shares; 2026Q1: 6,818 shares; 2026Q2: 2,584 shares 2,584 $248K 0.02% -4,234 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,183 shares 2,183 $248K 0.02% new 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: not reported; 2024Q4: 1,632 shares; 2025Q1: 2,023 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares; 2026Q2: 968 shares 968 $247K 0.02% +56 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,597 shares; 2026Q1: not reported; 2026Q2: 4,982 shares 4,982 $247K 0.02% new Timeline EDC 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: 2,765 shares 2,765 $246K 0.02% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,238 shares 4,238 $245K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 1,061 shares; 2026Q2: 1,091 shares 1,091 $245K 0.02% +30 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: 1,187 shares; 2024Q4: 1,371 shares; 2025Q1: 1,562 shares; 2025Q2: 1,893 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,274 shares; 2026Q2: 1,265 shares 1,265 $244K 0.02% -9 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,919 shares 1,919 $243K 0.02% new Timeline DFEM 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: 8,374 shares; 2024Q4: 7,583 shares; 2025Q1: 7,584 shares; 2025Q2: 7,587 shares; 2025Q3: 7,590 shares; 2025Q4: 5,888 shares; 2026Q1: 5,888 shares; 2026Q2: 5,890 shares 5,890 $239K 0.02% +2 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 3,648 shares; 2026Q1: 5,060 shares; 2026Q2: 3,863 shares 3,863 $239K 0.02% -1,197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,932 shares; 2026Q2: 4,975 shares 4,975 $236K 0.02% +43 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: 3,606 shares; 2026Q1: not reported; 2026Q2: 3,915 shares 3,915 $235K 0.02% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,967 shares; 2025Q3: not reported; 2025Q4: 2,696 shares; 2026Q1: 2,639 shares; 2026Q2: 2,669 shares 2,669 $234K 0.02% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,859 shares; 2026Q2: 2,504 shares 2,504 $234K 0.02% +645 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,606 shares 2,606 $233K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,906 shares; 2024Q4: 4,129 shares; 2025Q1: 4,124 shares; 2025Q2: 4,251 shares; 2025Q3: 4,313 shares; 2025Q4: 4,305 shares; 2026Q1: 4,180 shares; 2026Q2: 4,177 shares 4,177 $232K 0.02% -3 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,410 shares; 2026Q1: 1,789 shares; 2026Q2: 1,387 shares 1,387 $231K 0.02% -402 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: 300 shares; 2024Q4: 1,304 shares; 2025Q1: 1,509 shares; 2025Q2: 1,350 shares; 2025Q3: 908 shares; 2025Q4: 6,194 shares; 2026Q1: 7,793 shares; 2026Q2: 2,326 shares 2,326 $231K 0.02% -5,467 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,660 shares 1,660 $231K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,456 shares; 2026Q2: 5,403 shares 5,403 $231K 0.02% +1,947 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 6,127 shares; 2025Q4: 6,482 shares; 2026Q1: 5,942 shares; 2026Q2: 5,523 shares 5,523 $231K 0.02% -419 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,171 shares 3,171 $230K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 462 shares 462 $229K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,688 shares 1,688 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $228K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,056 shares 2,056 $227K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,341 shares; 2024Q4: 15,341 shares; 2025Q1: 15,341 shares; 2025Q2: 15,341 shares; 2025Q3: 15,341 shares; 2025Q4: 15,341 shares; 2026Q1: 11,873 shares; 2026Q2: 11,873 shares 11,873 $227K 0.02% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,347 shares; 2025Q4: 2,325 shares; 2026Q1: not reported; 2026Q2: 3,656 shares 3,656 $227K 0.02% new Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: 3,633 shares; 2025Q2: 3,120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,192 shares 2,192 $226K 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 888 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: 1,618 shares; 2026Q1: 1,559 shares; 2026Q2: 1,493 shares 1,493 $226K 0.02% -66 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 945 shares; 2025Q1: 1,383 shares; 2025Q2: 1,291 shares; 2025Q3: not reported; 2025Q4: 4,840 shares; 2026Q1: not reported; 2026Q2: 2,895 shares 2,895 $225K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 497 shares 497 $225K 0.02% new Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,701 shares 6,701 $225K 0.02% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,381 shares 3,381 $224K 0.02% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 1,248 shares 1,248 $223K 0.02% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,801 shares 7,801 $223K 0.02% new 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: not reported; 2024Q4: 496 shares; 2025Q1: 921 shares; 2025Q2: 507 shares; 2025Q3: 390 shares; 2025Q4: not reported; 2026Q1: 379 shares; 2026Q2: 397 shares 397 $222K 0.02% +18 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,885 shares; 2026Q2: 2,800 shares 2,800 $222K 0.02% -85 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,397 shares; 2025Q1: 2,414 shares; 2025Q2: 2,432 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,073 shares 1,073 $221K 0.02% new Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 663 shares 663 $221K 0.02% new Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 1,343 shares 1,343 $220K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,404 shares 4,404 $219K 0.02% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,373 shares 1,373 $218K 0.02% new 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: 2,736 shares; 2024Q4: 8,208 shares; 2025Q1: 8,208 shares; 2025Q2: 9,978 shares; 2025Q3: 8,037 shares; 2025Q4: 8,037 shares; 2026Q1: 8,037 shares; 2026Q2: 7,404 shares 7,404 $218K 0.02% -633 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,327 shares 1,327 $217K 0.02% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,457 shares 2,457 $213K 0.02% new Timeline 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: 1,566 shares 1,566 $212K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,451 shares; 2024Q4: 4,269 shares; 2025Q1: 4,243 shares; 2025Q2: 4,246 shares; 2025Q3: 4,245 shares; 2025Q4: 4,122 shares; 2026Q1: 4,100 shares; 2026Q2: 4,195 shares 4,195 $212K 0.02% +95 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,508 shares 8,508 $211K 0.02% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 833 shares 833 $210K 0.02% +379 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015 $210K 0.02% new Timeline TNA 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: 2,794 shares 2,794 $210K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,262 shares 2,262 $210K 0.02% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,966 shares 5,966 $210K 0.02% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $209K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,558 shares; 2024Q4: 1,602 shares; 2025Q1: 1,705 shares; 2025Q2: 1,783 shares; 2025Q3: 1,718 shares; 2025Q4: 1,885 shares; 2026Q1: 1,121 shares; 2026Q2: 957 shares 957 $209K 0.02% -164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,453 shares; 2026Q2: 2,448 shares 2,448 $207K 0.02% -5 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,708 shares 1,708 $207K 0.02% new 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: not reported; 2026Q1: not reported; 2026Q2: 2,675 shares 2,675 $207K 0.02% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,973 shares 1,973 $207K 0.02% new 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: 237 shares; 2024Q4: 245 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 1,663 shares 1,663 $207K 0.02% +1,304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 467 shares; 2026Q1: not reported; 2026Q2: 449 shares 449 $206K 0.02% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087 shares 1,087 $206K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,351 shares 1,351 $206K 0.02% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R 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: 5,401 shares 5,401 $206K 0.02% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,560 shares 2,560 $206K 0.02% new Timeline FBDC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,809 shares; 2025Q4: 11,809 shares; 2026Q1: 12,069 shares; 2026Q2: 12,069 shares 12,069 $205K 0.02% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,739 shares; 2026Q1: 7,739 shares; 2026Q2: 7,739 shares 7,739 $204K 0.02% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,758 shares; 2025Q4: 2,039 shares; 2026Q1: 1,942 shares; 2026Q2: 1,207 shares 1,207 $203K 0.02% -735 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,839 shares 5,839 $203K 0.02% new 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: 1,396 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,234 shares 1,234 $203K 0.02% -22 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,705 shares 3,705 $201K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $200K 0.02% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,599 shares; 2026Q2: 11,051 shares 11,051 $188K 0.02% -3,548 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 1,602 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,067 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $185K 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: 1,383 shares; 2024Q4: 1,553 shares; 2025Q1: 1,530 shares; 2025Q2: 1,515 shares; 2025Q3: 1,461 shares; 2025Q4: 981 shares; 2026Q1: 853 shares; 2026Q2: 1,149 shares 1,149 $182K 0.01% +296 Timeline PPA 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: 1,150 shares; 2024Q4: 1,120 shares; 2025Q1: 1,070 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $179K 0.01% 0 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: not reported; 2024Q4: 3,247 shares; 2025Q1: 3,177 shares; 2025Q2: 3,128 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,377 shares 2,377 $174K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 695 shares; 2026Q1: 920 shares; 2026Q2: 695 shares 695 $168K 0.01% -225 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: not reported; 2026Q1: 221 shares; 2026Q2: 223 shares 223 $167K 0.01% +2 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: 180 shares; 2024Q4: 190 shares; 2025Q1: 948 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 547 shares; 2026Q2: 548 shares 548 $166K 0.01% +1 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,366 shares; 2025Q1: 16,241 shares; 2025Q2: 14,039 shares; 2025Q3: 14,250 shares; 2025Q4: 15,238 shares; 2026Q1: 16,036 shares; 2026Q2: 18,193 shares 18,193 $160K 0.01% +2,157 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,912 shares 10,912 $159K 0.01% new Timeline TQQQ 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: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares; 2026Q2: 1,870 shares 1,870 $151K 0.01% -1,594 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: 2,013 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 611 shares 611 $150K 0.01% +84 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81 shares; 2026Q2: 1,223 shares 1,223 $146K 0.01% +1,142 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,505 shares; 2024Q4: 11,743 shares; 2025Q1: 11,987 shares; 2025Q2: 12,232 shares; 2025Q3: 12,476 shares; 2025Q4: 12,719 shares; 2026Q1: 12,963 shares; 2026Q2: 13,121 shares 13,121 $142K 0.01% +158 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 10,388 shares 10,388 $140K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,251 shares; 2024Q4: not reported; 2025Q1: 10,416 shares; 2025Q2: 13,555 shares; 2025Q3: 15,864 shares; 2025Q4: 16,794 shares; 2026Q1: 16,794 shares; 2026Q2: 23,958 shares 23,958 $140K 0.01% +7,164 Timeline XSVM 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $139K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,608 shares; 2025Q2: 11,508 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,295 shares 10,295 $137K 0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,292 shares 10,292 $136K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 4,299 shares; 2025Q1: 4,299 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares; 2025Q4: 3,841 shares; 2026Q1: 3,679 shares; 2026Q2: 3,679 shares 3,679 $136K 0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $135K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,625 shares 1,625 $133K 0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 418 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $125K 0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,179 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,202 shares 11,202 $125K 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,577 shares; 2026Q1: 1,484 shares; 2026Q2: 1,213 shares 1,213 $124K 0.01% -271 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: 500 shares; 2024Q4: 511 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $121K 0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 933 shares; 2026Q1: 933 shares; 2026Q2: 955 shares 955 $109K 0.01% +22 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares; 2026Q2: 2,595 shares 2,595 $108K 0.01% +45 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: not reported; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,796 shares; 2026Q2: 1,732 shares 1,732 $102K 0.01% -64 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,102 shares; 2024Q4: 14,486 shares; 2025Q1: 11,185 shares; 2025Q2: 11,476 shares; 2025Q3: 11,751 shares; 2025Q4: 12,034 shares; 2026Q1: 17,424 shares; 2026Q2: 17,890 shares 17,890 $101K 0.01% +466 Timeline JPEM 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: 2,878 shares; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: 1,539 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares; 2026Q1: 1,654 shares; 2026Q2: 1,578 shares 1,578 $99.1K 0.01% -76 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: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $99K 0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,697 shares; 2024Q4: 18,507 shares; 2025Q1: 16,063 shares; 2025Q2: 12,568 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,323 shares 20,323 $90.2K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 5,562 shares; 2025Q3: 2,889 shares; 2025Q4: 2,889 shares; 2026Q1: 2,889 shares; 2026Q2: 2,889 shares 2,889 $89.8K 0.01% 0 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 366 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $89.8K 0.01% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,175 shares 2,175 $88.5K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: not reported; 2026Q1: 553 shares; 2026Q2: 573 shares 573 $87.2K 0.01% +20 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421 shares; 2026Q2: 421 shares 421 $82.3K 0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,378 shares; 2024Q4: 31,414 shares; 2025Q1: 21,082 shares; 2025Q2: 23,850 shares; 2025Q3: 14,913 shares; 2025Q4: 16,759 shares; 2026Q1: 41,598 shares; 2026Q2: 35,418 shares 35,418 $79.7K 0.01% -6,180 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares; 2026Q2: 1,444 shares 1,444 $78K 0.01% 0 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $72.7K 0.01% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 929 shares; 2026Q2: 815 shares 815 $72.6K 0.01% -114 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: 334 shares; 2024Q4: 607 shares; 2025Q1: 409 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 671 shares 671 $69.7K 0.01% +337 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS 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: 12,124 shares; 2026Q2: 11,216 shares 11,216 $68.9K 0.01% -908 Timeline BOND 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: 481 shares; 2024Q4: 482 shares; 2025Q1: 507 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 739 shares 739 $68.1K 0.01% +277 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,928 shares; 2025Q1: 1,928 shares; 2025Q2: 2,111 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,513 shares; 2026Q2: 1,513 shares 1,513 $65.5K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,217 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,183 shares 1,183 $63.4K 0.01% 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: 67 shares; 2024Q4: 161 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 259 shares 259 $56.4K <0.01% +31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: not reported; 2025Q4: 524 shares; 2026Q1: not reported; 2026Q2: 524 shares 524 $53.9K <0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $53.3K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,201 shares 11,201 $51.7K <0.01% new Timeline SPHQ 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: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $51K <0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,322 shares; 2025Q1: 1,327 shares; 2025Q2: 1,335 shares; 2025Q3: 1,344 shares; 2025Q4: 679 shares; 2026Q1: 682 shares; 2026Q2: 686 shares 686 $49.8K <0.01% +4 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $49.2K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 585 shares 585 $45.6K <0.01% new 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: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 3,531 shares; 2025Q3: 3,385 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 572 shares 572 $44.1K <0.01% +117 Timeline FNDE 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: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 2,290 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares; 2026Q2: 1,066 shares 1,066 $42.3K <0.01% 0 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: 42 shares; 2024Q4: 528 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 692 shares 692 $41.3K <0.01% +458 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,474 shares 1,474 $39.1K <0.01% new Timeline FNCL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $38.3K <0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,991 shares; 2024Q4: 1,873 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,112 shares; 2025Q4: 2,112 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $38K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 311 shares 311 $36.5K <0.01% +30 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $36.4K <0.01% 0 Timeline FIDU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: not reported; 2025Q4: 365 shares; 2026Q1: not reported; 2026Q2: 365 shares 365 $36.4K <0.01% new Timeline FHLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: not reported; 2025Q4: 468 shares; 2026Q1: not reported; 2026Q2: 468 shares 468 $36.1K <0.01% new Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $35.5K <0.01% 0 Timeline JPIN 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: 843 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 531 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $33.7K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 301 shares 301 $31.8K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $28.6K <0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $27.7K <0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,413 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $26.2K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 292 shares 292 $26K <0.01% new Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares; 2026Q2: 408 shares 408 $25.9K <0.01% +3 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares 318 $24.1K <0.01% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $23.9K <0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $23.3K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares; 2026Q2: 307 shares 307 $23K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 368 shares 368 $22.4K <0.01% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $22K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 467 shares 467 $21.9K <0.01% new 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: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares 279 $21.4K <0.01% new 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: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $20.9K <0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $20.8K <0.01% new Timeline FSTA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: not reported; 2026Q2: 395 shares 395 $20.8K <0.01% new Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322 shares 322 $20.6K <0.01% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 470 shares; 2025Q3: 471 shares; 2025Q4: 472 shares; 2026Q1: 473 shares; 2026Q2: 344 shares 344 $20.3K <0.01% -129 Timeline EMNT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $19.3K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 320 shares 320 $17.7K <0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares 318 $16.9K <0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares; 2026Q2: 154 shares 154 $16.9K <0.01% +49 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $16.5K <0.01% 0 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: 135 shares; 2024Q4: 531 shares; 2025Q1: 584 shares; 2025Q2: 1,133 shares; 2025Q3: 970 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $15K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 75 shares; 2025Q1: 11,336 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127 shares 127 $13.9K <0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $12.9K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133 shares 133 $12.1K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,000 shares; 2024Q4: 14 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 276 shares; 2026Q1: 248 shares; 2026Q2: 263 shares 263 $11.9K <0.01% +15 Timeline VTWO 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: 98 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $11.9K <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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.3K <0.01% 0 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81 shares 81 $9.47K <0.01% new Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $8.31K <0.01% new Timeline PMBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166 shares 166 $8.2K <0.01% new Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $8.06K <0.01% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 67 shares 67 $7.64K <0.01% -111 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $7.53K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares; 2026Q2: 77 shares 77 $7.28K <0.01% +49 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 451 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91 shares 91 $7.28K <0.01% new Timeline TLT 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: 155 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $6.48K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $4.85K <0.01% 0 Timeline CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,343 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $4.84K <0.01% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 214 shares; 2026Q1: 169 shares; 2026Q2: 31 shares 31 $4.76K <0.01% -138 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29 shares 29 $4.35K <0.01% new 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: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: not reported; 2025Q2: 1,153 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares 80 $4.22K <0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $4.17K <0.01% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $3.58K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $3.1K <0.01% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: not reported; 2026Q2: 68 shares 68 $3.07K <0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $2.85K <0.01% new Timeline