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: 1,850,010 shares; 2024Q4: 3,433,982 shares; 2025Q1: 3,657,746 shares; 2025Q2: 3,901,103 shares; 2025Q3: 3,998,621 shares; 2025Q4: 6,500,481 shares; 2026Q1: 6,694,957 shares; 2026Q2: 6,707,000 shares 6,707,000 $298M 15.17% +12,043 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: 121,591 shares; 2024Q4: 199,250 shares; 2025Q1: 205,090 shares; 2025Q2: 220,864 shares; 2025Q3: 242,492 shares; 2025Q4: 416,566 shares; 2026Q1: 435,693 shares; 2026Q2: 426,885 shares 426,885 $146M 7.46% -8,808 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,471,670 shares; 2026Q1: 2,541,953 shares; 2026Q2: 2,499,991 shares 2,499,991 $136M 6.94% -41,962 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: 311,014 shares; 2024Q4: 857,587 shares; 2025Q1: 1,020,922 shares; 2025Q2: 1,201,954 shares; 2025Q3: 1,282,293 shares; 2025Q4: 2,722,819 shares; 2026Q1: 2,829,499 shares; 2026Q2: 2,983,850 shares 2,983,850 $111M 5.67% +154,351 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,234,872 shares; 2026Q1: 2,248,840 shares; 2026Q2: 2,223,177 shares 2,223,177 $103M 5.23% -25,663 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,558 shares; 2024Q4: 92,882 shares; 2025Q1: 120,871 shares; 2025Q2: 161,297 shares; 2025Q3: 176,194 shares; 2025Q4: 662,794 shares; 2026Q1: 677,534 shares; 2026Q2: 667,861 shares 667,861 $83.3M 4.25% -9,673 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597,507 shares; 2024Q4: 1,041,822 shares; 2025Q1: 1,084,484 shares; 2025Q2: 1,222,395 shares; 2025Q3: 1,276,846 shares; 2025Q4: 1,363,267 shares; 2026Q1: 1,485,668 shares; 2026Q2: 1,593,322 shares 1,593,322 $77.2M 3.93% +107,654 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: 280,295 shares; 2024Q4: 480,408 shares; 2025Q1: 502,492 shares; 2025Q2: 624,891 shares; 2025Q3: 654,969 shares; 2025Q4: 736,205 shares; 2026Q1: 832,346 shares; 2026Q2: 893,966 shares 893,966 $65.6M 3.35% +61,620 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,326,778 shares; 2026Q1: 1,317,339 shares; 2026Q2: 1,285,613 shares 1,285,613 $62.1M 3.17% -31,726 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: 94,734 shares; 2024Q4: 271,685 shares; 2025Q1: 337,638 shares; 2025Q2: 430,894 shares; 2025Q3: 463,651 shares; 2025Q4: 1,430,647 shares; 2026Q1: 1,472,478 shares; 2026Q2: 1,487,895 shares 1,487,895 $60.5M 3.08% +15,417 Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC 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: 204,911 shares; 2025Q4: 2,054,408 shares; 2026Q1: 2,099,906 shares; 2026Q2: 2,077,026 shares 2,077,026 $57.8M 2.95% -22,880 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,221,978 shares; 2026Q1: 1,290,110 shares; 2026Q2: 1,263,811 shares 1,263,811 $52.7M 2.69% -26,299 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,099 shares; 2024Q4: 280,841 shares; 2025Q1: 342,831 shares; 2025Q2: 389,319 shares; 2025Q3: 421,815 shares; 2025Q4: 883,958 shares; 2026Q1: 918,233 shares; 2026Q2: 948,588 shares 948,588 $50.6M 2.58% +30,355 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: 172,412 shares; 2024Q4: 297,807 shares; 2025Q1: 303,962 shares; 2025Q2: 318,265 shares; 2025Q3: 336,102 shares; 2025Q4: 621,906 shares; 2026Q1: 620,410 shares; 2026Q2: 635,551 shares 635,551 $49.5M 2.52% +15,141 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: 69,474 shares; 2024Q4: 114,757 shares; 2025Q1: 123,386 shares; 2025Q2: 136,204 shares; 2025Q3: 152,870 shares; 2025Q4: 155,158 shares; 2026Q1: 165,209 shares; 2026Q2: 172,738 shares 172,738 $37.9M 1.93% +7,529 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,816 shares; 2024Q4: 55,238 shares; 2025Q1: 66,700 shares; 2025Q2: 82,655 shares; 2025Q3: 86,265 shares; 2025Q4: 334,416 shares; 2026Q1: 337,844 shares; 2026Q2: 340,588 shares 340,588 $35.1M 1.79% +2,744 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: 127,830 shares; 2024Q4: 218,295 shares; 2025Q1: 238,945 shares; 2025Q2: 263,164 shares; 2025Q3: 296,590 shares; 2025Q4: 307,678 shares; 2026Q1: 332,924 shares; 2026Q2: 357,531 shares 357,531 $34.5M 1.76% +24,607 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,411 shares; 2024Q4: 129,863 shares; 2025Q1: 168,466 shares; 2025Q2: 219,854 shares; 2025Q3: 244,940 shares; 2025Q4: 304,318 shares; 2026Q1: 332,226 shares; 2026Q2: 344,510 shares 344,510 $31.4M 1.6% +12,284 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: 61,188 shares; 2024Q4: 93,806 shares; 2025Q1: 115,748 shares; 2025Q2: 113,956 shares; 2025Q3: 107,540 shares; 2025Q4: 104,303 shares; 2026Q1: 103,197 shares; 2026Q2: 105,541 shares 105,541 $30.5M 1.56% +2,344 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: 612,574 shares; 2024Q4: 721,944 shares; 2025Q1: 677,408 shares; 2025Q2: 645,665 shares; 2025Q3: 628,491 shares; 2025Q4: 586,045 shares; 2026Q1: 546,249 shares; 2026Q2: 517,258 shares 517,258 $28.5M 1.45% -28,991 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,357 shares; 2024Q4: 97,984 shares; 2025Q1: 125,134 shares; 2025Q2: 145,785 shares; 2025Q3: 159,082 shares; 2025Q4: 378,071 shares; 2026Q1: 389,659 shares; 2026Q2: 397,745 shares 397,745 $26.1M 1.33% +8,086 Timeline DFAX 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: 462,674 shares; 2024Q4: 777,950 shares; 2025Q1: 758,727 shares; 2025Q2: 705,703 shares; 2025Q3: 681,656 shares; 2025Q4: 605,458 shares; 2026Q1: 586,059 shares; 2026Q2: 561,258 shares 561,258 $20.7M 1.05% -24,801 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,859 shares; 2024Q4: 148,038 shares; 2025Q1: 156,413 shares; 2025Q2: 161,813 shares; 2025Q3: 169,342 shares; 2025Q4: 168,489 shares; 2026Q1: 167,926 shares; 2026Q2: 179,029 shares 179,029 $19.3M 0.98% +11,103 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: 6,649 shares; 2024Q4: 13,759 shares; 2025Q1: 15,517 shares; 2025Q2: 16,459 shares; 2025Q3: 21,685 shares; 2025Q4: 21,946 shares; 2026Q1: 23,111 shares; 2026Q2: 72,985 shares 72,985 $14.6M 0.74% +49,874 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: 58,837 shares; 2024Q4: 75,987 shares; 2025Q1: 65,158 shares; 2025Q2: 55,616 shares; 2025Q3: 65,206 shares; 2025Q4: 41,985 shares; 2026Q1: 37,701 shares; 2026Q2: 37,690 shares 37,690 $13.9M 0.71% -11 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: 64,303 shares; 2024Q4: 108,326 shares; 2025Q1: 109,746 shares; 2025Q2: 117,500 shares; 2025Q3: 131,976 shares; 2025Q4: 133,347 shares; 2026Q1: 140,522 shares; 2026Q2: 156,401 shares 156,401 $13.7M 0.7% +15,879 Timeline JNK 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: 47,425 shares; 2024Q4: 90,662 shares; 2025Q1: 97,039 shares; 2025Q2: 115,678 shares; 2025Q3: 120,969 shares; 2025Q4: 126,584 shares; 2026Q1: 132,853 shares; 2026Q2: 141,573 shares 141,573 $13.6M 0.7% +8,720 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,046 shares; 2024Q4: 68,035 shares; 2025Q1: 81,839 shares; 2025Q2: 101,255 shares; 2025Q3: 107,638 shares; 2025Q4: 130,722 shares; 2026Q1: 142,297 shares; 2026Q2: 156,991 shares 156,991 $12.2M 0.62% +14,694 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,242 shares; 2024Q4: 93,267 shares; 2025Q1: 97,552 shares; 2025Q2: 108,046 shares; 2025Q3: 121,808 shares; 2025Q4: 125,776 shares; 2026Q1: 135,001 shares; 2026Q2: 144,691 shares 144,691 $10.9M 0.56% +9,690 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,667 shares; 2024Q4: 89,664 shares; 2025Q1: 94,887 shares; 2025Q2: 100,709 shares; 2025Q3: 106,582 shares; 2025Q4: 107,257 shares; 2026Q1: 110,020 shares; 2026Q2: 119,092 shares 119,092 $9.78M 0.5% +9,072 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,922 shares; 2024Q4: 138,129 shares; 2025Q1: 145,395 shares; 2025Q2: 162,333 shares; 2025Q3: 165,663 shares; 2025Q4: 176,438 shares; 2026Q1: 187,965 shares; 2026Q2: 199,906 shares 199,906 $9.59M 0.49% +11,941 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: 95,832 shares; 2024Q4: 97,881 shares; 2025Q1: 70,343 shares; 2025Q2: 54,126 shares; 2025Q3: 69,126 shares; 2025Q4: 41,074 shares; 2026Q1: 37,861 shares; 2026Q2: 37,125 shares 37,125 $9.02M 0.46% -736 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 107,453 shares; 2025Q1: 106,327 shares; 2025Q2: 74,074 shares; 2025Q3: 68,386 shares; 2025Q4: 62,773 shares; 2026Q1: 60,634 shares; 2026Q2: 60,603 shares 60,603 $7.76M 0.4% -31 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: 2,382 shares; 2024Q4: 17,083 shares; 2025Q1: 16,584 shares; 2025Q2: 16,209 shares; 2025Q3: 16,479 shares; 2025Q4: 22,085 shares; 2026Q1: 56,351 shares; 2026Q2: 56,642 shares 56,642 $7.74M 0.39% +291 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: 69,691 shares; 2024Q4: 78,287 shares; 2025Q1: 60,506 shares; 2025Q2: 49,789 shares; 2025Q3: 61,728 shares; 2025Q4: 37,647 shares; 2026Q1: 33,816 shares; 2026Q2: 33,319 shares 33,319 $7.26M 0.37% -497 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: 112,486 shares; 2024Q4: 106,635 shares; 2025Q1: 97,345 shares; 2025Q2: 95,062 shares; 2025Q3: 93,677 shares; 2025Q4: 87,551 shares; 2026Q1: 81,478 shares; 2026Q2: 82,599 shares 82,599 $6.77M 0.35% +1,121 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: 4,071 shares; 2024Q4: 15,327 shares; 2025Q1: 15,660 shares; 2025Q2: 14,473 shares; 2025Q3: 16,569 shares; 2025Q4: 16,243 shares; 2026Q1: 17,204 shares; 2026Q2: 17,734 shares 17,734 $6.61M 0.34% +530 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: 159,902 shares; 2024Q4: 199,496 shares; 2025Q1: 167,242 shares; 2025Q2: 142,383 shares; 2025Q3: 166,675 shares; 2025Q4: 99,852 shares; 2026Q1: 92,169 shares; 2026Q2: 89,604 shares 89,604 $6.38M 0.33% -2,565 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,537 shares; 2025Q1: 6,195 shares; 2025Q2: 62,816 shares; 2025Q3: 74,993 shares; 2025Q4: 90,473 shares; 2026Q1: 110,919 shares; 2026Q2: 117,243 shares 117,243 $5.89M 0.3% +6,324 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: 15,058 shares; 2024Q4: not reported; 2025Q1: 5,923 shares; 2025Q2: 7,991 shares; 2025Q3: 15,099 shares; 2025Q4: 42,257 shares; 2026Q1: 42,740 shares; 2026Q2: 28,241 shares 28,241 $5.38M 0.27% -14,499 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: 211,353 shares; 2024Q4: 214,765 shares; 2025Q1: 140,327 shares; 2025Q2: 102,930 shares; 2025Q3: 134,230 shares; 2025Q4: 76,589 shares; 2026Q1: 70,493 shares; 2026Q2: 69,468 shares 69,468 $5.32M 0.27% -1,025 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,548 shares; 2024Q4: 31,627 shares; 2025Q1: 33,378 shares; 2025Q2: 37,437 shares; 2025Q3: 38,216 shares; 2025Q4: 43,510 shares; 2026Q1: 46,797 shares; 2026Q2: 49,934 shares 49,934 $5.32M 0.27% +3,137 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: 10,269 shares; 2024Q4: 11,008 shares; 2025Q1: 11,295 shares; 2025Q2: 13,402 shares; 2025Q3: 15,687 shares; 2025Q4: 15,722 shares; 2026Q1: 17,251 shares; 2026Q2: 19,788 shares 19,788 $4.72M 0.24% +2,537 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 85,447 shares; 2025Q1: 87,789 shares; 2025Q2: 56,007 shares; 2025Q3: 55,256 shares; 2025Q4: 52,873 shares; 2026Q1: 52,185 shares; 2026Q2: 50,836 shares 50,836 $4.53M 0.23% -1,349 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 10,181 shares; 2025Q1: 10,473 shares; 2025Q2: 11,225 shares; 2025Q3: 10,599 shares; 2025Q4: 10,570 shares; 2026Q1: 10,671 shares; 2026Q2: 12,255 shares 12,255 $4.33M 0.22% +1,584 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,099 shares; 2024Q4: 84,684 shares; 2025Q1: 57,206 shares; 2025Q2: 42,646 shares; 2025Q3: 54,308 shares; 2025Q4: 29,702 shares; 2026Q1: 27,284 shares; 2026Q2: 27,479 shares 27,479 $4.24M 0.22% +195 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: 139,183 shares; 2024Q4: 168,749 shares; 2025Q1: 141,352 shares; 2025Q2: 118,482 shares; 2025Q3: 138,124 shares; 2025Q4: 79,464 shares; 2026Q1: 72,218 shares; 2026Q2: 70,283 shares 70,283 $4.2M 0.21% -1,935 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: 455 shares; 2024Q4: 2,016 shares; 2025Q1: 1,959 shares; 2025Q2: 1,939 shares; 2025Q3: 2,319 shares; 2025Q4: 2,308 shares; 2026Q1: 2,294 shares; 2026Q2: 3,325 shares 3,325 $3.99M 0.2% +1,031 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: 83,744 shares; 2024Q4: 86,559 shares; 2025Q1: 83,430 shares; 2025Q2: 80,523 shares; 2025Q3: 80,286 shares; 2025Q4: 76,077 shares; 2026Q1: 74,192 shares; 2026Q2: 72,255 shares 72,255 $3.9M 0.2% -1,937 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: 3,531 shares; 2024Q4: 4,846 shares; 2025Q1: 4,958 shares; 2025Q2: 5,727 shares; 2025Q3: 7,882 shares; 2025Q4: 7,912 shares; 2026Q1: 9,162 shares; 2026Q2: 10,832 shares 10,832 $3.87M 0.2% +1,670 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,632 shares; 2024Q4: 62,456 shares; 2025Q1: 60,076 shares; 2025Q2: 59,868 shares; 2025Q3: 61,182 shares; 2025Q4: 58,168 shares; 2026Q1: 55,267 shares; 2026Q2: 53,496 shares 53,496 $3.74M 0.19% -1,771 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: 15,307 shares; 2024Q4: 18,337 shares; 2025Q1: 19,609 shares; 2025Q2: 20,017 shares; 2025Q3: 29,851 shares; 2025Q4: 30,252 shares; 2026Q1: 30,896 shares; 2026Q2: 30,706 shares 30,706 $3.48M 0.18% -190 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,068 shares; 2025Q1: 16,395 shares; 2025Q2: 25,205 shares; 2025Q3: 25,677 shares; 2025Q4: 28,447 shares; 2026Q1: 31,563 shares; 2026Q2: 33,558 shares 33,558 $3.24M 0.16% +1,995 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: not reported; 2024Q4: 25,589 shares; 2025Q1: 23,860 shares; 2025Q2: 21,549 shares; 2025Q3: 20,731 shares; 2025Q4: 20,525 shares; 2026Q1: 20,122 shares; 2026Q2: 19,871 shares 19,871 $3.12M 0.16% -251 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,681 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,665 shares; 2026Q2: 53,921 shares 53,921 $2.86M 0.15% +45,256 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,083 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,495 shares; 2025Q4: 3,005 shares; 2026Q1: 7,777 shares; 2026Q2: 15,141 shares 15,141 $2.8M 0.14% +7,364 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: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,489 shares; 2025Q2: 2,770 shares; 2025Q3: 4,874 shares; 2025Q4: 4,886 shares; 2026Q1: 6,424 shares; 2026Q2: 7,192 shares 7,192 $2.72M 0.14% +768 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,934 shares; 2025Q1: 49,076 shares; 2025Q2: 32,551 shares; 2025Q3: 30,876 shares; 2025Q4: 29,223 shares; 2026Q1: 26,992 shares; 2026Q2: 27,472 shares 27,472 $2.65M 0.14% +480 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,408 shares 49,408 $2.51M 0.13% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,928 shares; 2025Q1: 6,883 shares; 2025Q2: 6,894 shares; 2025Q3: 8,868 shares; 2025Q4: 13,739 shares; 2026Q1: 15,047 shares; 2026Q2: 16,404 shares 16,404 $2.41M 0.12% +1,357 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 890 shares; 2026Q2: 4,926 shares 4,926 $2.35M 0.12% +4,036 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: 4,390 shares; 2024Q4: 4,971 shares; 2025Q1: 5,728 shares; 2025Q2: 6,476 shares; 2025Q3: 7,273 shares; 2025Q4: 8,662 shares; 2026Q1: 9,758 shares; 2026Q2: 8,497 shares 8,497 $2.16M 0.11% -1,261 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,210 shares; 2026Q1: 1,419 shares; 2026Q2: 1,828 shares 1,828 $2.11M 0.11% +409 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,676 shares; 2024Q4: 1,757 shares; 2025Q1: 1,563 shares; 2025Q2: 1,648 shares; 2025Q3: 2,270 shares; 2025Q4: 2,682 shares; 2026Q1: 3,170 shares; 2026Q2: 3,758 shares 3,758 $1.88M 0.1% +588 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: 3,920 shares; 2024Q4: 2,407 shares; 2025Q1: 2,579 shares; 2025Q2: not reported; 2025Q3: 3,403 shares; 2025Q4: 12,809 shares; 2026Q1: 12,994 shares; 2026Q2: 14,297 shares 14,297 $1.84M 0.09% +1,303 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: 2,081 shares; 2024Q4: 2,174 shares; 2025Q1: 2,308 shares; 2025Q2: 2,956 shares; 2025Q3: 3,618 shares; 2025Q4: 3,441 shares; 2026Q1: 3,819 shares; 2026Q2: 3,251 shares 3,251 $1.83M 0.09% -568 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: 9,135 shares; 2024Q4: 11,611 shares; 2025Q1: 11,557 shares; 2025Q2: 9,537 shares; 2025Q3: 8,027 shares; 2025Q4: 9,189 shares; 2026Q1: 9,109 shares; 2026Q2: 9,477 shares 9,477 $1.55M 0.08% +368 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: not reported; 2024Q4: 1,888 shares; 2025Q1: 1,881 shares; 2025Q2: 2,425 shares; 2025Q3: 2,965 shares; 2025Q4: 2,887 shares; 2026Q1: 3,394 shares; 2026Q2: 4,650 shares 4,650 $1.52M 0.08% +1,256 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,863 shares; 2025Q2: 4,256 shares; 2025Q3: 4,303 shares; 2025Q4: 7,776 shares; 2026Q1: 7,809 shares; 2026Q2: 8,111 shares 8,111 $1.47M 0.07% +302 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191,755 shares; 2026Q1: 273,094 shares; 2026Q2: 18,496 shares 18,496 $1.4M 0.07% -254,598 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 2,459 shares; 2025Q3: 2,808 shares; 2025Q4: 3,293 shares; 2026Q1: 3,279 shares; 2026Q2: 3,702 shares 3,702 $1.38M 0.07% +423 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: 796 shares; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 520 shares; 2025Q4: 579 shares; 2026Q1: 595 shares; 2026Q2: 1,199 shares 1,199 $1.28M 0.07% +604 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,975 shares 14,975 $1.24M 0.06% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,168 shares; 2025Q4: 7,889 shares; 2026Q1: 6,852 shares; 2026Q2: 8,738 shares 8,738 $1.22M 0.06% +1,886 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: 1,307 shares; 2024Q4: 1,831 shares; 2025Q1: 2,863 shares; 2025Q2: 2,942 shares; 2025Q3: 3,425 shares; 2025Q4: 3,336 shares; 2026Q1: 4,442 shares; 2026Q2: 4,845 shares 4,845 $1.22M 0.06% +403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 468 shares; 2026Q1: 2,001 shares; 2026Q2: 2,284 shares 2,284 $1.17M 0.06% +283 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: 4,433 shares; 2024Q4: 5,012 shares; 2025Q1: 4,985 shares; 2025Q2: 4,995 shares; 2025Q3: 4,954 shares; 2025Q4: 4,903 shares; 2026Q1: 4,863 shares; 2026Q2: 4,802 shares 4,802 $1.16M 0.06% -61 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: 8,108 shares; 2026Q1: 8,096 shares; 2026Q2: 8,238 shares 8,238 $1.14M 0.06% +142 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 451 shares; 2025Q4: 553 shares; 2026Q1: 862 shares; 2026Q2: 937 shares 937 $1.1M 0.06% +75 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,896 shares; 2024Q4: 685 shares; 2025Q1: 1,035 shares; 2025Q2: 1,569 shares; 2025Q3: 2,247 shares; 2025Q4: 2,183 shares; 2026Q1: 2,242 shares; 2026Q2: 2,550 shares 2,550 $1.07M 0.05% +308 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,317 shares; 2024Q4: 21,617 shares; 2025Q1: 21,617 shares; 2025Q2: 21,614 shares; 2025Q3: 24,910 shares; 2025Q4: 20,817 shares; 2026Q1: 20,980 shares; 2026Q2: 22,503 shares 22,503 $1.07M 0.05% +1,523 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: 2,701 shares; 2024Q4: 2,657 shares; 2025Q1: 2,633 shares; 2025Q2: 2,609 shares; 2025Q3: 2,573 shares; 2025Q4: 2,583 shares; 2026Q1: 2,003 shares; 2026Q2: 12,144 shares 12,144 $1.05M 0.05% +10,141 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: not reported; 2024Q4: 6,588 shares; 2025Q1: 6,609 shares; 2025Q2: 6,485 shares; 2025Q3: 6,683 shares; 2025Q4: 12,779 shares; 2026Q1: 12,907 shares; 2026Q2: 14,235 shares 14,235 $1.02M 0.05% +1,328 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,726 shares 1,726 $1M 0.05% new 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: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,819 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares; 2026Q2: 1,342 shares 1,342 $1M 0.05% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,918 shares; 2025Q1: 44,918 shares; 2025Q2: 44,918 shares; 2025Q3: 44,345 shares; 2025Q4: 38,742 shares; 2026Q1: 37,463 shares; 2026Q2: 34,011 shares 34,011 $993K 0.05% -3,452 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: 6,478 shares; 2025Q1: 6,436 shares; 2025Q2: 5,685 shares; 2025Q3: 5,826 shares; 2025Q4: 8,703 shares; 2026Q1: 5,807 shares; 2026Q2: 9,463 shares 9,463 $979K 0.05% +3,656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,936 shares; 2026Q1: 5,699 shares; 2026Q2: 8,235 shares 8,235 $967K 0.05% +2,536 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,278 shares; 2024Q4: 4,092 shares; 2025Q1: 4,000 shares; 2025Q2: 4,006 shares; 2025Q3: 3,623 shares; 2025Q4: 3,493 shares; 2026Q1: 3,377 shares; 2026Q2: 3,391 shares 3,391 $935K 0.05% +14 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: 1,662 shares; 2024Q4: 1,771 shares; 2025Q1: 1,334 shares; 2025Q2: not reported; 2025Q3: 3,397 shares; 2025Q4: 3,311 shares; 2026Q1: 4,125 shares; 2026Q2: 5,525 shares 5,525 $916K 0.05% +1,400 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,112 shares; 2025Q2: 9,354 shares; 2025Q3: 9,560 shares; 2025Q4: 10,585 shares; 2026Q1: 11,251 shares; 2026Q2: 11,737 shares 11,737 $879K 0.04% +486 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,197 shares 1,197 $865K 0.04% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,441 shares; 2024Q4: 8,084 shares; 2025Q1: 8,049 shares; 2025Q2: 6,623 shares; 2025Q3: 5,524 shares; 2025Q4: 6,339 shares; 2026Q1: 6,277 shares; 2026Q2: 6,526 shares 6,526 $863K 0.04% +249 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 3,856 shares; 2025Q1: 3,770 shares; 2025Q2: 3,772 shares; 2025Q3: 3,895 shares; 2025Q4: 3,906 shares; 2026Q1: 3,933 shares; 2026Q2: 3,811 shares 3,811 $840K 0.04% -122 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: 370 shares; 2024Q4: 1,090 shares; 2025Q1: 1,102 shares; 2025Q2: 887 shares; 2025Q3: 876 shares; 2025Q4: 796 shares; 2026Q1: 844 shares; 2026Q2: 882 shares 882 $825K 0.04% +38 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,244 shares; 2024Q4: 9,617 shares; 2025Q1: 9,470 shares; 2025Q2: 7,807 shares; 2025Q3: 6,630 shares; 2025Q4: 7,490 shares; 2026Q1: 7,340 shares; 2026Q2: 7,671 shares 7,671 $789K 0.04% +331 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,430 shares; 2026Q1: 1,472 shares; 2026Q2: 1,798 shares 1,798 $779K 0.04% +326 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 388 shares 388 $772K 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,940 shares 1,940 $772K 0.04% new 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: 1,862 shares; 2024Q4: 2,260 shares; 2025Q1: 2,524 shares; 2025Q2: 2,004 shares; 2025Q3: 2,353 shares; 2025Q4: 2,302 shares; 2026Q1: 3,695 shares; 2026Q2: 3,954 shares 3,954 $750K 0.04% +259 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,737 shares; 2026Q1: 10,755 shares; 2026Q2: 10,544 shares 10,544 $736K 0.04% -211 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 913 shares; 2026Q1: 916 shares; 2026Q2: 2,148 shares 2,148 $672K 0.03% +1,232 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: not reported; 2024Q4: 30,505 shares; 2025Q1: 29,278 shares; 2025Q2: 28,135 shares; 2025Q3: 24,011 shares; 2025Q4: 24,011 shares; 2026Q1: 24,011 shares; 2026Q2: 24,011 shares 24,011 $663K 0.03% 0 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: 1,723 shares; 2026Q2: 3,160 shares 3,160 $660K 0.03% +1,437 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,203 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares; 2025Q4: 4,203 shares; 2026Q1: 4,221 shares; 2026Q2: 5,089 shares 5,089 $654K 0.03% +868 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: not reported; 2025Q3: 298 shares; 2025Q4: 267 shares; 2026Q1: 264 shares; 2026Q2: 630 shares 630 $637K 0.03% +366 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: not reported; 2024Q4: 19,377 shares; 2025Q1: 19,585 shares; 2025Q2: 28,545 shares; 2025Q3: 29,922 shares; 2025Q4: 36,593 shares; 2026Q1: 32,599 shares; 2026Q2: 30,581 shares 30,581 $633K 0.03% -2,018 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,274 shares; 2026Q1: 19,622 shares; 2026Q2: 24,341 shares 24,341 $628K 0.03% +4,719 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,551 shares; 2026Q1: 10,755 shares; 2026Q2: 12,425 shares 12,425 $628K 0.03% +1,670 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,105 shares; 2025Q2: 28,105 shares; 2025Q3: 28,105 shares; 2025Q4: 28,105 shares; 2026Q1: 28,105 shares; 2026Q2: 28,105 shares 28,105 $626K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,110 shares; 2025Q4: 4,816 shares; 2026Q1: 4,639 shares; 2026Q2: 10,757 shares 10,757 $613K 0.03% +6,118 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274 shares; 2026Q1: 276 shares; 2026Q2: 302 shares 302 $599K 0.03% +26 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 796 shares 796 $596K 0.03% new 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: not reported; 2024Q4: 1,473 shares; 2025Q1: 1,446 shares; 2025Q2: 1,533 shares; 2025Q3: 1,509 shares; 2025Q4: not reported; 2026Q1: 488 shares; 2026Q2: 790 shares 790 $582K 0.03% +302 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,040 shares; 2026Q1: 4,593 shares; 2026Q2: 5,725 shares 5,725 $580K 0.03% +1,132 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: not reported; 2024Q4: 1,508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,052 shares; 2026Q1: 4,045 shares; 2026Q2: 4,403 shares 4,403 $575K 0.03% +358 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: 4,307 shares; 2024Q4: 4,313 shares; 2025Q1: 3,756 shares; 2025Q2: 3,713 shares; 2025Q3: 3,677 shares; 2025Q4: 3,641 shares; 2026Q1: 7,605 shares; 2026Q2: 7,254 shares 7,254 $559K 0.03% -351 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,115 shares; 2025Q3: 3,400 shares; 2025Q4: 3,458 shares; 2026Q1: 3,630 shares; 2026Q2: 3,975 shares 3,975 $556K 0.03% +345 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,396 shares 11,396 $555K 0.03% new 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: 10,201 shares; 2026Q2: 11,258 shares 11,258 $535K 0.03% +1,057 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 1,737 shares; 2025Q1: 1,703 shares; 2025Q2: 1,675 shares; 2025Q3: 1,648 shares; 2025Q4: 1,450 shares; 2026Q1: 1,459 shares; 2026Q2: 1,692 shares 1,692 $533K 0.03% +233 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,008 shares; 2024Q4: 8,186 shares; 2025Q1: 8,083 shares; 2025Q2: 6,629 shares; 2025Q3: 5,560 shares; 2025Q4: 6,340 shares; 2026Q1: 6,200 shares; 2026Q2: 6,459 shares 6,459 $532K 0.03% +259 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST 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: 10,652 shares 10,652 $531K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169 shares; 2026Q2: 1,722 shares 1,722 $520K 0.03% +1,553 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,940 shares; 2026Q1: 5,947 shares; 2026Q2: 6,006 shares 6,006 $519K 0.03% +59 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: 510 shares; 2024Q4: 614 shares; 2025Q1: 616 shares; 2025Q2: 1,640 shares; 2025Q3: 1,489 shares; 2025Q4: 628 shares; 2026Q1: 751 shares; 2026Q2: 1,446 shares 1,446 $510K 0.03% +695 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: not reported; 2024Q4: 1,680 shares; 2025Q1: 1,684 shares; 2025Q2: 3,427 shares; 2025Q3: 3,873 shares; 2025Q4: 4,305 shares; 2026Q1: 4,289 shares; 2026Q2: 3,765 shares 3,765 $510K 0.03% -524 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: 807 shares; 2024Q4: 835 shares; 2025Q1: 588 shares; 2025Q2: 975 shares; 2025Q3: 976 shares; 2025Q4: 826 shares; 2026Q1: 1,110 shares; 2026Q2: 1,431 shares 1,431 $491K 0.03% +321 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: 1,947 shares; 2026Q2: 1,910 shares 1,910 $488K 0.02% -37 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,639 shares; 2025Q1: 1,722 shares; 2025Q2: 1,737 shares; 2025Q3: 1,771 shares; 2025Q4: 1,763 shares; 2026Q1: 1,844 shares; 2026Q2: 1,771 shares 1,771 $479K 0.02% -73 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,432 shares; 2026Q1: 3,901 shares; 2026Q2: 4,730 shares 4,730 $478K 0.02% +829 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,562 shares; 2025Q4: 2,548 shares; 2026Q1: 2,621 shares; 2026Q2: 2,693 shares 2,693 $475K 0.02% +72 Timeline USHY 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: 22,187 shares; 2025Q1: 19,102 shares; 2025Q2: 14,503 shares; 2025Q3: 14,327 shares; 2025Q4: 14,359 shares; 2026Q1: 15,177 shares; 2026Q2: 12,578 shares 12,578 $466K 0.02% -2,599 Timeline XSLV 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: 5,409 shares; 2025Q2: 7,380 shares; 2025Q3: 7,486 shares; 2025Q4: 8,089 shares; 2026Q1: 8,497 shares; 2026Q2: 8,706 shares 8,706 $456K 0.02% +209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 1,248 shares; 2025Q4: 1,304 shares; 2026Q1: 1,512 shares; 2026Q2: 3,087 shares 3,087 $452K 0.02% +1,575 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: 3,000 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,924 shares; 2026Q2: 1,892 shares 1,892 $448K 0.02% -32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,848 shares 2,848 $446K 0.02% new 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: 795 shares; 2025Q3: 1,068 shares; 2025Q4: 1,125 shares; 2026Q1: 1,126 shares; 2026Q2: 1,258 shares 1,258 $446K 0.02% +132 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: 195 shares 195 $443K 0.02% new 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: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,342 shares; 2026Q1: 1,349 shares; 2026Q2: 1,800 shares 1,800 $443K 0.02% +451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 790 shares; 2026Q1: not reported; 2026Q2: 1,041 shares 1,041 $433K 0.02% new 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: 1,649 shares; 2025Q1: 1,587 shares; 2025Q2: 1,577 shares; 2025Q3: 1,229 shares; 2025Q4: 2,410 shares; 2026Q1: not reported; 2026Q2: 2,339 shares 2,339 $432K 0.02% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,415 shares 1,415 $428K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,115 shares; 2025Q1: 23,100 shares; 2025Q2: 23,212 shares; 2025Q3: 12,362 shares; 2025Q4: 12,494 shares; 2026Q1: 12,494 shares; 2026Q2: 12,437 shares 12,437 $423K 0.02% -57 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: not reported; 2025Q2: 2,565 shares; 2025Q3: 2,564 shares; 2025Q4: 2,569 shares; 2026Q1: 2,649 shares; 2026Q2: 2,833 shares 2,833 $414K 0.02% +184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 343 shares; 2025Q4: 2,783 shares; 2026Q1: 3,607 shares; 2026Q2: 5,661 shares 5,661 $404K 0.02% +2,054 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,693 shares; 2025Q1: 9,739 shares; 2025Q2: 9,785 shares; 2025Q3: 9,865 shares; 2025Q4: 8,660 shares; 2026Q1: 8,697 shares; 2026Q2: 8,502 shares 8,502 $404K 0.02% -195 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: 15,957 shares 15,957 $396K 0.02% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,188 shares; 2026Q1: 1,189 shares; 2026Q2: 818 shares 818 $396K 0.02% -371 Timeline HYMB 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: 11,313 shares; 2026Q1: 12,866 shares; 2026Q2: 15,465 shares 15,465 $393K 0.02% +2,599 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,614 shares; 2025Q1: 14,614 shares; 2025Q2: 14,608 shares; 2025Q3: 16,766 shares; 2025Q4: 14,298 shares; 2026Q1: 14,169 shares; 2026Q2: 15,211 shares 15,211 $380K 0.02% +1,042 Timeline BNDW 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: 17,738 shares; 2025Q1: 17,642 shares; 2025Q2: 6,658 shares; 2025Q3: 6,495 shares; 2025Q4: 6,495 shares; 2026Q1: 6,997 shares; 2026Q2: 5,506 shares 5,506 $377K 0.02% -1,491 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 10,287 shares 10,287 $376K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 587 shares 587 $375K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,092 shares; 2024Q4: 7,699 shares; 2025Q1: 7,392 shares; 2025Q2: 4,216 shares; 2025Q3: 4,461 shares; 2025Q4: 4,215 shares; 2026Q1: 4,384 shares; 2026Q2: 4,461 shares 4,461 $374K 0.02% +77 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,516 shares; 2025Q1: 3,516 shares; 2025Q2: 3,712 shares; 2025Q3: 4,167 shares; 2025Q4: 3,872 shares; 2026Q1: 3,879 shares; 2026Q2: 3,899 shares 3,899 $373K 0.02% +20 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,550 shares; 2026Q1: 4,191 shares; 2026Q2: 4,998 shares 4,998 $372K 0.02% +807 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,893 shares; 2026Q2: 4,537 shares 4,537 $369K 0.02% +1,644 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 524 shares; 2025Q4: 481 shares; 2026Q1: 495 shares; 2026Q2: 509 shares 509 $363K 0.02% +14 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 2,253 shares; 2025Q4: 3,075 shares; 2026Q1: 3,370 shares; 2026Q2: 3,078 shares 3,078 $359K 0.02% -292 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,283 shares 2,283 $358K 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: not reported; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 559 shares; 2025Q3: 666 shares; 2025Q4: 557 shares; 2026Q1: 557 shares; 2026Q2: 2,846 shares 2,846 $353K 0.02% +2,289 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: 3,106 shares; 2025Q1: 3,580 shares; 2025Q2: 3,038 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 1,410 shares; 2026Q2: 1,360 shares 1,360 $348K 0.02% -50 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 750 shares; 2026Q1: 774 shares; 2026Q2: 847 shares 847 $340K 0.02% +73 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this 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: 775 shares 775 $339K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,769 shares; 2025Q3: 3,018 shares; 2025Q4: 3,026 shares; 2026Q1: 3,018 shares; 2026Q2: 1,978 shares 1,978 $336K 0.02% -1,040 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $335K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,432 shares; 2025Q1: 15,432 shares; 2025Q2: 15,432 shares; 2025Q3: 15,432 shares; 2025Q4: 15,432 shares; 2026Q1: 15,432 shares; 2026Q2: 17,500 shares 17,500 $335K 0.02% +2,068 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,439 shares 3,439 $327K 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: 978 shares; 2026Q2: 913 shares 913 $320K 0.02% -65 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 4,096 shares; 2026Q1: 4,135 shares; 2026Q2: 4,126 shares 4,126 $318K 0.02% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares; 2026Q1: 6,183 shares; 2026Q2: 4,943 shares 4,943 $317K 0.02% -1,240 Timeline CENT CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET 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: 7,113 shares 7,113 $315K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,961 shares; 2026Q1: 6,448 shares; 2026Q2: 5,357 shares 5,357 $309K 0.02% -1,091 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,044 shares; 2025Q1: 6,044 shares; 2025Q2: 6,044 shares; 2025Q3: 6,044 shares; 2025Q4: 6,044 shares; 2026Q1: 6,044 shares; 2026Q2: 6,044 shares 6,044 $306K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,546 shares; 2026Q1: not reported; 2026Q2: 3,925 shares 3,925 $305K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,753 shares; 2026Q1: 1,768 shares; 2026Q2: 1,711 shares 1,711 $301K 0.02% -57 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,227 shares; 2025Q3: 9,224 shares; 2025Q4: 7,289 shares; 2026Q1: 7,287 shares; 2026Q2: 9,812 shares 9,812 $299K 0.02% +2,525 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: 5,629 shares; 2025Q1: 5,578 shares; 2025Q2: 5,391 shares; 2025Q3: 5,340 shares; 2025Q4: 5,289 shares; 2026Q1: 3,626 shares; 2026Q2: 3,610 shares 3,610 $298K 0.02% -16 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: 5,003 shares; 2025Q1: 5,027 shares; 2025Q2: 5,128 shares; 2025Q3: 5,366 shares; 2025Q4: 4,829 shares; 2026Q1: 4,948 shares; 2026Q2: 4,932 shares 4,932 $298K 0.02% -16 Timeline FOXA FOX CORP More: the full row for FOX 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: 5,690 shares 5,690 $297K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 520 shares; 2025Q4: 517 shares; 2026Q1: 516 shares; 2026Q2: 560 shares 560 $295K 0.02% +44 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: not reported; 2026Q2: 7,046 shares 7,046 $292K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,376 shares; 2025Q4: 3,406 shares; 2026Q1: 3,406 shares; 2026Q2: 3,406 shares 3,406 $291K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,476 shares; 2026Q1: 2,522 shares; 2026Q2: 2,552 shares 2,552 $289K 0.01% +30 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: not reported; 2024Q4: 2,295 shares; 2025Q1: 2,016 shares; 2025Q2: 2,337 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares; 2026Q2: 1,835 shares 1,835 $288K 0.01% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,056 shares 4,056 $284K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,848 shares 1,848 $284K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 985 shares 985 $277K 0.01% new 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: 5,217 shares; 2025Q1: 5,218 shares; 2025Q2: 5,197 shares; 2025Q3: 5,488 shares; 2025Q4: 6,002 shares; 2026Q1: 10,657 shares; 2026Q2: 6,539 shares 6,539 $277K 0.01% -4,118 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS 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: 7,391 shares 7,391 $276K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 805 shares 805 $275K 0.01% new Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA 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: 34,922 shares 34,922 $274K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares; 2026Q2: 933 shares 933 $270K 0.01% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 2,874 shares; 2026Q1: 2,835 shares; 2026Q2: 3,253 shares 3,253 $269K 0.01% +418 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,969 shares 2,969 $269K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 679 shares; 2026Q2: 522 shares 522 $266K 0.01% -157 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: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares; 2026Q2: 3,550 shares 3,550 $266K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,464 shares; 2026Q2: 1,749 shares 1,749 $265K 0.01% +285 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this 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: 5,946 shares 5,946 $261K 0.01% new Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,360 shares 24,360 $260K 0.01% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,916 shares 4,916 $260K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,593 shares; 2026Q2: 1,899 shares 1,899 $260K 0.01% +306 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 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 $259K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $258K 0.01% new Timeline RDWR RADWARE LTD More: the full row for RADWARE 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: 8,323 shares 8,323 $257K 0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 11,951 shares 11,951 $256K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,698 shares; 2026Q2: 1,767 shares 1,767 $255K 0.01% +69 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares; 2025Q4: 1,886 shares; 2026Q1: 2,229 shares; 2026Q2: 1,784 shares 1,784 $255K 0.01% -445 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,421 shares 1,421 $255K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,722 shares 2,722 $255K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,848 shares; 2026Q2: 1,857 shares 1,857 $255K 0.01% +9 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: 2,850 shares 2,850 $255K 0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 8,915 shares; 2025Q4: 8,713 shares; 2026Q1: 9,130 shares; 2026Q2: 9,626 shares 9,626 $254K 0.01% +496 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 833 shares; 2026Q1: 849 shares; 2026Q2: 742 shares 742 $253K 0.01% -107 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,845 shares 15,845 $251K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895 shares; 2024Q4: 968 shares; 2025Q1: 956 shares; 2025Q2: 970 shares; 2025Q3: 1,059 shares; 2025Q4: 1,029 shares; 2026Q1: 1,036 shares; 2026Q2: 882 shares 882 $250K 0.01% -154 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,302 shares 2,302 $247K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares; 2026Q1: 776 shares; 2026Q2: 849 shares 849 $247K 0.01% +73 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 736 shares 736 $246K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,174 shares; 2025Q4: 14,480 shares; 2026Q1: 15,889 shares; 2026Q2: 14,650 shares 14,650 $246K 0.01% -1,239 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 10,992 shares 10,992 $246K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 637 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $245K 0.01% new Timeline EIG EMPLOYERS HLDGS INC More: the full row for EMPLOYERS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,820 shares 4,820 $243K 0.01% new Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,867 shares 16,867 $243K 0.01% new Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,100 shares; 2025Q1: 5,677 shares; 2025Q2: 6,086 shares; 2025Q3: 6,519 shares; 2025Q4: 6,500 shares; 2026Q1: not reported; 2026Q2: 6,793 shares 6,793 $241K 0.01% new Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,004 shares 8,004 $240K 0.01% new 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: 1,091 shares; 2025Q3: 1,275 shares; 2025Q4: 1,315 shares; 2026Q1: 1,165 shares; 2026Q2: 1,190 shares 1,190 $239K 0.01% +25 Timeline BKLN 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: 10,491 shares; 2025Q3: 10,695 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,717 shares 11,717 $239K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares; 2026Q2: 915 shares 915 $238K 0.01% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 719 shares 719 $237K 0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 794 shares 794 $237K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,086 shares 5,086 $236K 0.01% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 8,858 shares 8,858 $236K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,272 shares 4,272 $234K 0.01% new Timeline FFIV F5 INC More: the full row for F5 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: 559 shares 559 $232K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,408 shares 2,408 $231K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares 856 $231K 0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,097 shares 5,097 $230K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730 $230K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,724 shares; 2026Q2: 2,630 shares 2,630 $229K 0.01% -94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 591 shares 591 $228K 0.01% 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: 838 shares; 2026Q1: 833 shares; 2026Q2: 837 shares 837 $226K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 985 shares 985 $226K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 2,546 shares; 2026Q2: 2,546 shares 2,546 $225K 0.01% 0 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: 2,423 shares; 2025Q4: 2,379 shares; 2026Q1: 2,482 shares; 2026Q2: 2,396 shares 2,396 $224K 0.01% -86 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,137 shares 4,137 $222K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,844 shares 3,844 $222K 0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 840 shares 840 $222K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,093 shares; 2026Q1: 967 shares; 2026Q2: 856 shares 856 $219K 0.01% -111 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: 1,007 shares 1,007 $218K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285 shares 285 $217K 0.01% new Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this 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: 7,407 shares 7,407 $217K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $217K 0.01% new Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,091 shares 4,091 $215K 0.01% new Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,503 shares 6,503 $214K 0.01% new Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,034 shares 1,034 $214K 0.01% new Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 642 shares 642 $214K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 495 shares 495 $214K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $213K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,301 shares 1,301 $212K 0.01% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 2,600 shares 2,600 $209K 0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,032 shares; 2025Q1: 2,032 shares; 2025Q2: 2,032 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares; 2026Q1: 2,032 shares; 2026Q2: 2,032 shares 2,032 $208K 0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,559 shares; 2025Q2: 40,376 shares; 2025Q3: 40,376 shares; 2025Q4: 39,228 shares; 2026Q1: 33,214 shares; 2026Q2: 33,214 shares 33,214 $207K 0.01% 0 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT 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: 19,140 shares 19,140 $206K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 916 shares 916 $204K 0.01% new 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: 1,605 shares 1,605 $203K 0.01% new 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: not reported; 2026Q1: not reported; 2026Q2: 3,288 shares 3,288 $203K 0.01% new Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,350 shares 11,350 $187K 0.01% new Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS 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: 18,557 shares 18,557 $174K 0.01% new Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL 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: 26,525 shares 26,525 $166K 0.01% new Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,465 shares 19,465 $166K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,345 shares 11,345 $157K 0.01% new Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,139 shares; 2024Q4: 10,139 shares; 2025Q1: 10,170 shares; 2025Q2: 11,045 shares; 2025Q3: 11,045 shares; 2025Q4: 11,373 shares; 2026Q1: 11,373 shares; 2026Q2: 11,373 shares 11,373 $146K 0.01% 0 Timeline SENS SENSEONICS HLDGS INC More: the full row for SENSEONICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,385 shares; 2026Q1: 24,259 shares; 2026Q2: 24,873 shares 24,873 $141K 0.01% +614 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR 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: 16,914 shares 16,914 $138K 0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,928 shares; 2025Q3: 17,928 shares; 2025Q4: 17,701 shares; 2026Q1: 14,159 shares; 2026Q2: 12,851 shares 12,851 $135K 0.01% -1,308 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,502 shares; 2025Q4: 31,300 shares; 2026Q1: 31,300 shares; 2026Q2: 31,300 shares 31,300 $133K 0.01% 0 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,569 shares 24,569 $133K 0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 15,132 shares 15,132 $132K 0.01% new Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL 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: 23,094 shares 23,094 $126K 0.01% new Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING 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: 15,871 shares 15,871 $121K 0.01% new Timeline MOMO HELLO GROUP INC More: the full row for HELLO 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: 20,020 shares 20,020 $116K 0.01% new Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this 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: 19,796 shares 19,796 $110K 0.01% new Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD 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: 10,949 shares 10,949 $107K 0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,747 shares 13,747 $106K 0.01% new Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA 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: 13,615 shares 13,615 $106K 0.01% new Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON 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: 18,033 shares 18,033 $104K 0.01% new Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR 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: 13,989 shares 13,989 $99K 0.01% new Timeline TASK TASKUS INC More: the full row for TASKUS 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: 20,905 shares 20,905 $97.8K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,003 shares; 2025Q3: 16,003 shares; 2025Q4: 16,003 shares; 2026Q1: 16,003 shares; 2026Q2: 16,003 shares 16,003 $79.9K <0.01% 0 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR 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: 13,753 shares 13,753 $71K <0.01% new Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,652 shares 12,652 $70.2K <0.01% new Timeline RUM RUM GROUP INC More: the full row for RUM 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: 10,190 shares 10,190 $64.6K <0.01% new Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,748 shares 10,748 $45.7K <0.01% new Timeline