AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872,654 shares; 2024Q4: 934,338 shares; 2025Q1: 908,021 shares; 2025Q2: 120,540 shares; 2025Q3: 104,571 shares; 2025Q4: 93,961 shares; 2026Q1: 100,032 shares; 2026Q2: 104,106 shares 104,106 $30.1M 5.54% +4,074 Timeline LCLG ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 204,089 shares; 2025Q1: 311,520 shares; 2025Q2: 317,729 shares; 2025Q3: 334,621 shares; 2025Q4: 324,877 shares; 2026Q1: 318,885 shares; 2026Q2: 332,524 shares 332,524 $25.3M 4.65% +13,639 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: 1,312,942 shares; 2024Q4: 1,413,673 shares; 2025Q1: 1,658,031 shares; 2025Q2: 128,860 shares; 2025Q3: 98,920 shares; 2025Q4: 96,768 shares; 2026Q1: 97,207 shares; 2026Q2: 104,506 shares 104,506 $20.9M 3.84% +7,299 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: 1,002,313 shares; 2024Q4: 917,126 shares; 2025Q1: 972,012 shares; 2025Q2: 107,260 shares; 2025Q3: 73,519 shares; 2025Q4: 66,099 shares; 2026Q1: 67,241 shares; 2026Q2: 74,024 shares 74,024 $17.6M 3.24% +6,783 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: 145,517 shares; 2024Q4: 208,553 shares; 2025Q1: 296,504 shares; 2025Q2: 50,754 shares; 2025Q3: 42,615 shares; 2025Q4: 41,773 shares; 2026Q1: 41,869 shares; 2026Q2: 45,703 shares 45,703 $17.3M 3.17% +3,834 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: 14,955 shares; 2024Q4: 32,730 shares; 2025Q1: 29,927 shares; 2025Q2: 13,431 shares; 2025Q3: 18,568 shares; 2025Q4: 37,430 shares; 2026Q1: 29,667 shares; 2026Q2: 108,699 shares 108,699 $13.5M 2.48% +79,032 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: 475,232 shares; 2024Q4: 512,904 shares; 2025Q1: 510,512 shares; 2025Q2: 55,211 shares; 2025Q3: 38,316 shares; 2025Q4: 35,765 shares; 2026Q1: 31,337 shares; 2026Q2: 35,531 shares 35,531 $12.7M 2.33% +4,194 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: 460,052 shares; 2024Q4: 477,316 shares; 2025Q1: 489,965 shares; 2025Q2: 71,454 shares; 2025Q3: 44,123 shares; 2025Q4: 30,365 shares; 2026Q1: 30,394 shares; 2026Q2: 30,268 shares 30,268 $11.3M 2.08% -126 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: 20,811 shares; 2024Q4: 23,494 shares; 2025Q1: 43,691 shares; 2025Q2: 5,758 shares; 2025Q3: 3,159 shares; 2025Q4: 10,394 shares; 2026Q1: 11,444 shares; 2026Q2: 8,388 shares 8,388 $9.68M 1.78% -3,056 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543,890 shares; 2024Q4: 555,507 shares; 2025Q1: 554,976 shares; 2025Q2: 139,580 shares; 2025Q3: 114,930 shares; 2025Q4: 99,219 shares; 2026Q1: 90,327 shares; 2026Q2: 80,061 shares 80,061 $9.4M 1.73% -10,266 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: 123,812 shares; 2024Q4: 132,329 shares; 2025Q1: 215,308 shares; 2025Q2: 56,977 shares; 2025Q3: 47,176 shares; 2025Q4: 44,289 shares; 2026Q1: 34,739 shares; 2026Q2: 35,436 shares 35,436 $9M 1.65% +697 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: 488,141 shares; 2024Q4: 482,998 shares; 2025Q1: 455,784 shares; 2025Q2: 44,766 shares; 2025Q3: 24,903 shares; 2025Q4: 17,912 shares; 2026Q1: 22,710 shares; 2026Q2: 24,388 shares 24,388 $8.62M 1.58% +1,678 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: 124,884 shares; 2024Q4: 148,597 shares; 2025Q1: 162,812 shares; 2025Q2: 35,973 shares; 2025Q3: 26,700 shares; 2025Q4: 12,890 shares; 2026Q1: 13,326 shares; 2026Q2: 14,130 shares 14,130 $7.96M 1.46% +804 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: 140,683 shares; 2024Q4: 158,060 shares; 2025Q1: 185,049 shares; 2025Q2: 43,923 shares; 2025Q3: 36,383 shares; 2025Q4: 30,545 shares; 2026Q1: 29,533 shares; 2026Q2: 30,427 shares 30,427 $7.66M 1.41% +894 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,615 shares; 2024Q4: 159,626 shares; 2025Q1: 219,210 shares; 2025Q2: 90,224 shares; 2025Q3: 93,228 shares; 2025Q4: 94,034 shares; 2026Q1: 94,305 shares; 2026Q2: 98,222 shares 98,222 $7.62M 1.4% +3,917 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,374 shares; 2025Q2: 59,590 shares; 2025Q3: 64,799 shares; 2025Q4: 59,505 shares; 2026Q1: 60,937 shares; 2026Q2: 46,098 shares 46,098 $7.47M 1.37% -14,839 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: 245,998 shares; 2024Q4: 272,527 shares; 2025Q1: 304,156 shares; 2025Q2: 95,607 shares; 2025Q3: 55,486 shares; 2025Q4: 43,100 shares; 2026Q1: 42,173 shares; 2026Q2: 43,089 shares 43,089 $7.14M 1.31% +916 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: 138,388 shares; 2024Q4: 163,240 shares; 2025Q1: 232,607 shares; 2025Q2: 9,791 shares; 2025Q3: 7,164 shares; 2025Q4: 7,226 shares; 2026Q1: 7,687 shares; 2026Q2: 12,293 shares 12,293 $7.14M 1.31% +4,606 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: 167,232 shares; 2024Q4: 183,175 shares; 2025Q1: 197,915 shares; 2025Q2: 31,432 shares; 2025Q3: 24,585 shares; 2025Q4: 20,159 shares; 2026Q1: 20,172 shares; 2026Q2: 20,982 shares 20,982 $6.87M 1.26% +810 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: 28,530 shares; 2024Q4: 56,235 shares; 2025Q1: 74,353 shares; 2025Q2: 9,021 shares; 2025Q3: 5,941 shares; 2025Q4: 5,291 shares; 2026Q1: 5,295 shares; 2026Q2: 5,375 shares 5,375 $6.45M 1.19% +80 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: 122,722 shares; 2024Q4: 129,846 shares; 2025Q1: 129,772 shares; 2025Q2: 27,169 shares; 2025Q3: 20,591 shares; 2025Q4: 12,242 shares; 2026Q1: 12,144 shares; 2026Q2: 12,500 shares 12,500 $6.42M 1.18% +356 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: 266,886 shares; 2024Q4: 284,680 shares; 2025Q1: 342,088 shares; 2025Q2: 68,451 shares; 2025Q3: 44,716 shares; 2025Q4: 34,947 shares; 2026Q1: 33,516 shares; 2026Q2: 34,362 shares 34,362 $6.22M 1.14% +846 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: 671,122 shares; 2024Q4: 676,740 shares; 2025Q1: 907,796 shares; 2025Q2: 167,326 shares; 2025Q3: 144,117 shares; 2025Q4: 133,127 shares; 2026Q1: 140,243 shares; 2026Q2: 141,829 shares 141,829 $6.01M 1.1% +1,586 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,783,907 shares; 2024Q4: 3,975,868 shares; 2025Q1: 4,209,404 shares; 2025Q2: 285,224 shares; 2025Q3: 188,545 shares; 2025Q4: 50,775 shares; 2026Q1: 47,151 shares; 2026Q2: 47,213 shares 47,213 $5.62M 1.03% +62 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: 173,301 shares; 2024Q4: 234,217 shares; 2025Q1: 254,509 shares; 2025Q2: 96,474 shares; 2025Q3: 97,568 shares; 2025Q4: 97,259 shares; 2026Q1: 91,691 shares; 2026Q2: 92,794 shares 92,794 $5.6M 1.03% +1,103 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: 82,858 shares; 2024Q4: 89,050 shares; 2025Q1: 124,966 shares; 2025Q2: 45,067 shares; 2025Q3: 51,775 shares; 2025Q4: 33,443 shares; 2026Q1: 49,075 shares; 2026Q2: 51,263 shares 51,263 $5.51M 1.01% +2,188 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: 88,260 shares; 2024Q4: 93,540 shares; 2025Q1: 104,092 shares; 2025Q2: 20,554 shares; 2025Q3: 40,383 shares; 2025Q4: 37,198 shares; 2026Q1: 38,635 shares; 2026Q2: 39,793 shares 39,793 $5.39M 0.99% +1,158 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: 92,279 shares; 2024Q4: 112,118 shares; 2025Q1: 196,416 shares; 2025Q2: 83,862 shares; 2025Q3: 71,873 shares; 2025Q4: 39,012 shares; 2026Q1: 87,745 shares; 2026Q2: 92,257 shares 92,257 $5.34M 0.98% +4,512 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: 82,333 shares; 2024Q4: 87,711 shares; 2025Q1: 128,605 shares; 2025Q2: 21,840 shares; 2025Q3: 17,980 shares; 2025Q4: 6,642 shares; 2026Q1: 6,756 shares; 2026Q2: 7,131 shares 7,131 $5.32M 0.98% +375 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: 443,044 shares; 2024Q4: 460,136 shares; 2025Q1: 446,120 shares; 2025Q2: 93,285 shares; 2025Q3: 82,083 shares; 2025Q4: 62,358 shares; 2026Q1: 61,356 shares; 2026Q2: 62,592 shares 62,592 $5.17M 0.95% +1,236 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: 137,314 shares; 2024Q4: 150,559 shares; 2025Q1: 181,349 shares; 2025Q2: 20,598 shares; 2025Q3: 8,577 shares; 2025Q4: 9,531 shares; 2026Q1: 9,832 shares; 2026Q2: 11,625 shares 11,625 $4.89M 0.9% +1,793 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: 96,910 shares; 2024Q4: 131,070 shares; 2025Q1: 137,758 shares; 2025Q2: 24,855 shares; 2025Q3: 22,574 shares; 2025Q4: 12,453 shares; 2026Q1: 18,174 shares; 2026Q2: 27,175 shares 27,175 $4.79M 0.88% +9,001 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742,714 shares; 2024Q4: 409,350 shares; 2025Q1: 549,692 shares; 2025Q2: 204,265 shares; 2025Q3: 204,776 shares; 2025Q4: 132,599 shares; 2026Q1: 200,395 shares; 2026Q2: 198,256 shares 198,256 $4.77M 0.88% -2,139 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: 546,710 shares; 2024Q4: 761,239 shares; 2025Q1: 692,200 shares; 2025Q2: 235,550 shares; 2025Q3: 201,699 shares; 2025Q4: 171,070 shares; 2026Q1: 203,178 shares; 2026Q2: 223,673 shares 223,673 $4.63M 0.85% +20,495 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,332 shares; 2024Q4: 45,199 shares; 2025Q1: 48,642 shares; 2025Q2: 3,498 shares; 2025Q3: 4,669 shares; 2025Q4: 4,617 shares; 2026Q1: 5,425 shares; 2026Q2: 5,021 shares 5,021 $4.21M 0.77% -404 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: 72,188 shares; 2024Q4: 75,498 shares; 2025Q1: 61,702 shares; 2025Q2: 9,063 shares; 2025Q3: 6,482 shares; 2025Q4: 57,818 shares; 2026Q1: 60,410 shares; 2026Q2: 56,780 shares 56,780 $4.05M 0.75% -3,630 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,942 shares; 2024Q4: 18,572 shares; 2025Q1: 22,221 shares; 2025Q2: 12,492 shares; 2025Q3: 8,131 shares; 2025Q4: 7,158 shares; 2026Q1: 7,248 shares; 2026Q2: 7,602 shares 7,602 $3.92M 0.72% +354 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,342 shares; 2024Q4: 28,445 shares; 2025Q1: 31,521 shares; 2025Q2: 13,895 shares; 2025Q3: 13,671 shares; 2025Q4: 10,776 shares; 2026Q1: 10,739 shares; 2026Q2: 10,632 shares 10,632 $3.66M 0.67% -107 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: 76,356 shares; 2024Q4: 79,488 shares; 2025Q1: 85,362 shares; 2025Q2: 14,421 shares; 2025Q3: 11,194 shares; 2025Q4: 7,962 shares; 2026Q1: 8,773 shares; 2026Q2: 10,050 shares 10,050 $3.54M 0.65% +1,277 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: 4,622 shares; 2024Q4: 5,313 shares; 2025Q1: 6,044 shares; 2025Q2: 452 shares; 2025Q3: 2,282 shares; 2025Q4: 2,753 shares; 2026Q1: 2,994 shares; 2026Q2: 3,012 shares 3,012 $3.54M 0.65% +18 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: 325,878 shares; 2024Q4: 374,001 shares; 2025Q1: 396,502 shares; 2025Q2: 104,895 shares; 2025Q3: 49,714 shares; 2025Q4: 40,291 shares; 2026Q1: 37,887 shares; 2026Q2: 39,960 shares 39,960 $3.25M 0.6% +2,073 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: 29,895 shares; 2024Q4: 33,246 shares; 2025Q1: 31,487 shares; 2025Q2: 4,350 shares; 2025Q3: 3,453 shares; 2025Q4: 3,171 shares; 2026Q1: 3,409 shares; 2026Q2: 3,441 shares 3,441 $3.22M 0.59% +32 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,959 shares; 2024Q4: 372,128 shares; 2025Q1: 394,863 shares; 2025Q2: 79,650 shares; 2025Q3: 36,431 shares; 2025Q4: 33,022 shares; 2026Q1: 33,319 shares; 2026Q2: 34,417 shares 34,417 $3.15M 0.58% +1,098 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: 27,438 shares; 2024Q4: 34,267 shares; 2025Q1: 34,895 shares; 2025Q2: 3,910 shares; 2025Q3: 2,720 shares; 2025Q4: 2,790 shares; 2026Q1: 2,868 shares; 2026Q2: 2,936 shares 2,936 $3.13M 0.57% +68 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: 61,905 shares; 2024Q4: 71,577 shares; 2025Q1: 86,029 shares; 2025Q2: 18,488 shares; 2025Q3: 11,495 shares; 2025Q4: 4,234 shares; 2026Q1: 4,346 shares; 2026Q2: 4,092 shares 4,092 $2.96M 0.54% -254 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: 2,705 shares; 2024Q4: 3,317 shares; 2025Q1: 4,111 shares; 2025Q2: 1,057 shares; 2025Q3: 983 shares; 2025Q4: 1,070 shares; 2026Q1: 1,038 shares; 2026Q2: 9,688 shares 9,688 $2.92M 0.54% +8,650 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: 118,826 shares; 2024Q4: 132,662 shares; 2025Q1: 143,361 shares; 2025Q2: 34,064 shares; 2025Q3: 26,315 shares; 2025Q4: 14,533 shares; 2026Q1: 16,073 shares; 2026Q2: 17,757 shares 17,757 $2.6M 0.48% +1,684 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: 2,809 shares; 2025Q1: 2,802 shares; 2025Q2: 570 shares; 2025Q3: 1,454 shares; 2025Q4: 1,149 shares; 2026Q1: 2,222 shares; 2026Q2: 2,287 shares 2,287 $2.59M 0.48% +65 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: 75,487 shares; 2024Q4: 85,846 shares; 2025Q1: 106,349 shares; 2025Q2: 11,569 shares; 2025Q3: 8,242 shares; 2025Q4: 4,741 shares; 2026Q1: 4,718 shares; 2026Q2: 5,148 shares 5,148 $2.58M 0.47% +430 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: 274,132 shares; 2024Q4: 269,385 shares; 2025Q1: 273,755 shares; 2025Q2: 34,790 shares; 2025Q3: 18,669 shares; 2025Q4: 7,130 shares; 2026Q1: 6,929 shares; 2026Q2: 7,421 shares 7,421 $2.55M 0.47% +492 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,393 shares; 2024Q4: 13,790 shares; 2025Q1: 15,238 shares; 2025Q2: 7,552 shares; 2025Q3: 7,458 shares; 2025Q4: 6,848 shares; 2026Q1: 6,874 shares; 2026Q2: 6,847 shares 6,847 $2.54M 0.47% -27 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: 11,669 shares; 2024Q4: 12,731 shares; 2025Q1: 25,559 shares; 2025Q2: 3,948 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,136 shares; 2026Q2: 8,361 shares 8,361 $2.49M 0.46% +6,225 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: 250,040 shares; 2024Q4: 264,023 shares; 2025Q1: 282,246 shares; 2025Q2: 25,823 shares; 2025Q3: 14,757 shares; 2025Q4: 14,561 shares; 2026Q1: 14,332 shares; 2026Q2: 18,165 shares 18,165 $2.48M 0.46% +3,833 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: 385,717 shares; 2024Q4: 406,788 shares; 2025Q1: 423,604 shares; 2025Q2: 151,133 shares; 2025Q3: 27,064 shares; 2025Q4: 16,758 shares; 2026Q1: 18,539 shares; 2026Q2: 19,213 shares 19,213 $2.47M 0.45% +674 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: 79,787 shares; 2025Q1: 90,326 shares; 2025Q2: 4,806 shares; 2025Q3: 4,503 shares; 2025Q4: 5,089 shares; 2026Q1: 5,390 shares; 2026Q2: 5,424 shares 5,424 $2.35M 0.43% +34 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: 237,205 shares; 2024Q4: 245,707 shares; 2025Q1: 208,142 shares; 2025Q2: 28,608 shares; 2025Q3: 18,663 shares; 2025Q4: 13,583 shares; 2026Q1: 11,857 shares; 2026Q2: 12,243 shares 12,243 $2.32M 0.43% +386 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: 4,990 shares; 2024Q4: 6,160 shares; 2025Q1: 12,487 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,565 shares; 2026Q2: 6,379 shares 6,379 $2.14M 0.39% +3,814 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,064 shares; 2024Q4: 221,124 shares; 2025Q1: 194,578 shares; 2025Q2: 34,531 shares; 2025Q3: 32,112 shares; 2025Q4: 13,193 shares; 2026Q1: 13,302 shares; 2026Q2: 13,145 shares 13,145 $2.08M 0.38% -157 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: 87,585 shares; 2024Q4: 105,880 shares; 2025Q1: 82,196 shares; 2025Q2: 20,501 shares; 2025Q3: 14,155 shares; 2025Q4: 7,087 shares; 2026Q1: 7,040 shares; 2026Q2: 7,159 shares 7,159 $2.01M 0.37% +119 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: 73,872 shares; 2024Q4: 81,944 shares; 2025Q1: 88,787 shares; 2025Q2: 18,186 shares; 2025Q3: 13,973 shares; 2025Q4: 9,295 shares; 2026Q1: 9,545 shares; 2026Q2: 9,569 shares 9,569 $2M 0.37% +24 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,133 shares; 2024Q4: 18,202 shares; 2025Q1: 18,513 shares; 2025Q2: 4,398 shares; 2025Q3: 3,098 shares; 2025Q4: 2,547 shares; 2026Q1: 2,495 shares; 2026Q2: 2,436 shares 2,436 $1.94M 0.36% -59 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: 79,557 shares; 2024Q4: 100,351 shares; 2025Q1: 135,972 shares; 2025Q2: 2,351 shares; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 677 shares; 2026Q2: 3,961 shares 3,961 $1.89M 0.35% +3,284 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,155 shares; 2024Q4: 22,821 shares; 2025Q1: 25,033 shares; 2025Q2: 11,963 shares; 2025Q3: 9,208 shares; 2025Q4: 7,382 shares; 2026Q1: 8,714 shares; 2026Q2: 8,584 shares 8,584 $1.86M 0.34% -130 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 8,175 shares; 2025Q1: 9,307 shares; 2025Q2: 8,081 shares; 2025Q3: 8,386 shares; 2025Q4: 7,784 shares; 2026Q1: 7,763 shares; 2026Q2: 8,167 shares 8,167 $1.85M 0.34% +404 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,815 shares; 2024Q4: 373,264 shares; 2025Q1: 321,651 shares; 2025Q2: 31,934 shares; 2025Q3: 19,661 shares; 2025Q4: 18,785 shares; 2026Q1: 19,116 shares; 2026Q2: 23,670 shares 23,670 $1.85M 0.34% +4,554 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: 198,419 shares; 2024Q4: 185,424 shares; 2025Q1: 219,498 shares; 2025Q2: 35,722 shares; 2025Q3: 28,696 shares; 2025Q4: 16,844 shares; 2026Q1: 17,936 shares; 2026Q2: 17,716 shares 17,716 $1.83M 0.34% -220 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,789 shares; 2024Q4: 20,878 shares; 2025Q1: 22,226 shares; 2025Q2: 8,032 shares; 2025Q3: 7,389 shares; 2025Q4: 4,676 shares; 2026Q1: 4,622 shares; 2026Q2: 4,459 shares 4,459 $1.82M 0.33% -163 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: 415,835 shares; 2024Q4: 431,105 shares; 2025Q1: 450,774 shares; 2025Q2: 63,439 shares; 2025Q3: 42,221 shares; 2025Q4: 27,173 shares; 2026Q1: 28,347 shares; 2026Q2: 30,939 shares 30,939 $1.76M 0.32% +2,592 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,499 shares; 2024Q4: 104,166 shares; 2025Q1: 137,007 shares; 2025Q2: 19,020 shares; 2025Q3: 14,255 shares; 2025Q4: 15,285 shares; 2026Q1: 16,485 shares; 2026Q2: 16,381 shares 16,381 $1.7M 0.31% -104 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,553 shares; 2024Q4: 6,662 shares; 2025Q1: 7,340 shares; 2025Q2: 6,377 shares; 2025Q3: 6,230 shares; 2025Q4: 3,585 shares; 2026Q1: 3,730 shares; 2026Q2: 3,689 shares 3,689 $1.68M 0.31% -41 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 5,218 shares; 2025Q1: 6,843 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,988 shares; 2026Q1: 19,320 shares; 2026Q2: 19,170 shares 19,170 $1.67M 0.31% -150 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: 61,109 shares; 2024Q4: 68,607 shares; 2025Q1: 90,366 shares; 2025Q2: 19,721 shares; 2025Q3: 12,912 shares; 2025Q4: 9,399 shares; 2026Q1: 11,337 shares; 2026Q2: 11,884 shares 11,884 $1.66M 0.31% +547 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,561 shares; 2024Q4: 21,602 shares; 2025Q1: 29,107 shares; 2025Q2: 21,461 shares; 2025Q3: 19,023 shares; 2025Q4: 15,971 shares; 2026Q1: 17,452 shares; 2026Q2: 17,200 shares 17,200 $1.63M 0.3% -252 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,794 shares; 2024Q4: 32,165 shares; 2025Q1: 40,954 shares; 2025Q2: 8,675 shares; 2025Q3: 7,445 shares; 2025Q4: 3,843 shares; 2026Q1: 3,865 shares; 2026Q2: 4,464 shares 4,464 $1.62M 0.3% +599 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: 53,201 shares; 2024Q4: 38,313 shares; 2025Q1: 58,616 shares; 2025Q2: 5,213 shares; 2025Q3: 2,691 shares; 2025Q4: 1,862 shares; 2026Q1: 1,838 shares; 2026Q2: 2,132 shares 2,132 $1.57M 0.29% +294 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: 114,592 shares; 2024Q4: 119,758 shares; 2025Q1: 123,379 shares; 2025Q2: 15,300 shares; 2025Q3: 11,495 shares; 2025Q4: 11,352 shares; 2026Q1: 11,670 shares; 2026Q2: 12,220 shares 12,220 $1.55M 0.28% +550 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: 19,318 shares; 2024Q4: 20,772 shares; 2025Q1: 16,363 shares; 2025Q2: 3,124 shares; 2025Q3: 2,620 shares; 2025Q4: 2,634 shares; 2026Q1: 2,802 shares; 2026Q2: 2,918 shares 2,918 $1.49M 0.27% +116 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,258 shares; 2025Q1: 66,975 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,172 shares 4,172 $1.48M 0.27% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 5,266 shares; 2025Q1: 6,873 shares; 2025Q2: 5,997 shares; 2025Q3: 6,140 shares; 2025Q4: 5,183 shares; 2026Q1: 5,237 shares; 2026Q2: 5,202 shares 5,202 $1.48M 0.27% -35 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,982 shares; 2025Q1: 2,595 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,677 shares 3,677 $1.48M 0.27% new 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: 181,467 shares; 2024Q4: 193,329 shares; 2025Q1: 161,762 shares; 2025Q2: 16,036 shares; 2025Q3: 11,146 shares; 2025Q4: 10,877 shares; 2026Q1: 12,711 shares; 2026Q2: 12,913 shares 12,913 $1.46M 0.27% +202 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,694 shares; 2025Q1: 3,034 shares; 2025Q2: 2,795 shares; 2025Q3: 2,817 shares; 2025Q4: 2,662 shares; 2026Q1: 2,841 shares; 2026Q2: 2,766 shares 2,766 $1.45M 0.27% -75 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: 7,078 shares; 2024Q4: 13,516 shares; 2025Q1: 21,169 shares; 2025Q2: 7,394 shares; 2025Q3: 10,380 shares; 2025Q4: 8,626 shares; 2026Q1: 10,736 shares; 2026Q2: 10,454 shares 10,454 $1.43M 0.26% -282 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: 373,956 shares; 2024Q4: 432,372 shares; 2025Q1: 488,979 shares; 2025Q2: 54,609 shares; 2025Q3: 23,393 shares; 2025Q4: 7,727 shares; 2026Q1: 7,360 shares; 2026Q2: 9,673 shares 9,673 $1.42M 0.26% +2,313 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,253 shares; 2025Q1: 7,739 shares; 2025Q2: 6,922 shares; 2025Q3: 6,792 shares; 2025Q4: 6,653 shares; 2026Q1: 6,456 shares; 2026Q2: 6,465 shares 6,465 $1.42M 0.26% +9 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: 40,522 shares; 2024Q4: 26,730 shares; 2025Q1: 31,525 shares; 2025Q2: 3,886 shares; 2025Q3: 3,384 shares; 2025Q4: 3,343 shares; 2026Q1: 3,811 shares; 2026Q2: 4,179 shares 4,179 $1.41M 0.26% +368 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: 151,650 shares; 2024Q4: 157,679 shares; 2025Q1: 182,688 shares; 2025Q2: 28,299 shares; 2025Q3: 15,561 shares; 2025Q4: 9,575 shares; 2026Q1: 8,797 shares; 2026Q2: 7,571 shares 7,571 $1.4M 0.26% -1,226 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791,777 shares; 2024Q4: 3,388,103 shares; 2025Q1: 3,639,489 shares; 2025Q2: 276,409 shares; 2025Q3: 184,118 shares; 2025Q4: 37,781 shares; 2026Q1: 24,936 shares; 2026Q2: 22,903 shares 22,903 $1.39M 0.26% -2,033 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,660 shares; 2024Q4: 24,275 shares; 2025Q1: 41,645 shares; 2025Q2: 11,578 shares; 2025Q3: 9,853 shares; 2025Q4: 4,407 shares; 2026Q1: 4,642 shares; 2026Q2: 4,954 shares 4,954 $1.35M 0.25% +312 Timeline APTV APTIV PLC More: the full row for APTIV 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: 11,736 shares; 2025Q4: 4,491 shares; 2026Q1: 9,067 shares; 2026Q2: 21,300 shares 21,300 $1.31M 0.24% +12,233 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: 38,006 shares; 2024Q4: 49,157 shares; 2025Q1: 78,902 shares; 2025Q2: 10,465 shares; 2025Q3: 7,973 shares; 2025Q4: 8,696 shares; 2026Q1: 8,995 shares; 2026Q2: 11,143 shares 11,143 $1.3M 0.24% +2,148 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,564 shares; 2024Q4: 15,532 shares; 2025Q1: 17,719 shares; 2025Q2: 5,930 shares; 2025Q3: 4,876 shares; 2025Q4: 4,586 shares; 2026Q1: 4,439 shares; 2026Q2: 4,479 shares 4,479 $1.26M 0.23% +40 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: 54,780 shares; 2024Q4: 57,674 shares; 2025Q1: 61,272 shares; 2025Q2: 8,571 shares; 2025Q3: 6,152 shares; 2025Q4: 4,012 shares; 2026Q1: 4,440 shares; 2026Q2: 4,612 shares 4,612 $1.25M 0.23% +172 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,495 shares; 2024Q4: 7,228 shares; 2025Q1: 8,864 shares; 2025Q2: 1,762 shares; 2025Q3: 1,660 shares; 2025Q4: 1,478 shares; 2026Q1: 1,495 shares; 2026Q2: 1,631 shares 1,631 $1.24M 0.23% +136 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,846 shares; 2024Q4: 15,255 shares; 2025Q1: 17,123 shares; 2025Q2: 3,835 shares; 2025Q3: 4,205 shares; 2025Q4: 4,207 shares; 2026Q1: 4,776 shares; 2026Q2: 4,077 shares 4,077 $1.24M 0.23% -699 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: 35,766 shares; 2024Q4: 72,096 shares; 2025Q1: 64,826 shares; 2025Q2: 3,790 shares; 2025Q3: 2,839 shares; 2025Q4: 2,957 shares; 2026Q1: 3,346 shares; 2026Q2: 3,600 shares 3,600 $1.23M 0.23% +254 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,386 shares; 2025Q1: 15,449 shares; 2025Q2: 13,232 shares; 2025Q3: 10,425 shares; 2025Q4: 7,622 shares; 2026Q1: 10,856 shares; 2026Q2: 10,914 shares 10,914 $1.21M 0.22% +58 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: 35,076 shares; 2025Q1: 40,269 shares; 2025Q2: 64,751 shares; 2025Q3: 5,961 shares; 2025Q4: 6,448 shares; 2026Q1: 6,667 shares; 2026Q2: 7,090 shares 7,090 $1.2M 0.22% +423 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,611 shares; 2024Q4: 56,390 shares; 2025Q1: 59,922 shares; 2025Q2: 13,651 shares; 2025Q3: 8,580 shares; 2025Q4: 2,168 shares; 2026Q1: 4,193 shares; 2026Q2: 5,303 shares 5,303 $1.19M 0.22% +1,110 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: 55,601 shares; 2024Q4: 37,503 shares; 2025Q1: 42,398 shares; 2025Q2: 13,712 shares; 2025Q3: 3,786 shares; 2025Q4: 2,748 shares; 2026Q1: 2,881 shares; 2026Q2: 3,104 shares 3,104 $1.16M 0.21% +223 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: 19,980 shares; 2024Q4: 32,314 shares; 2025Q1: 43,257 shares; 2025Q2: 20,426 shares; 2025Q3: 18,127 shares; 2025Q4: 18,109 shares; 2026Q1: 17,923 shares; 2026Q2: 18,422 shares 18,422 $1.14M 0.21% +499 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,528 shares; 2024Q4: 7,116 shares; 2025Q1: 19,093 shares; 2025Q2: 8,320 shares; 2025Q3: 7,513 shares; 2025Q4: 5,598 shares; 2026Q1: 6,011 shares; 2026Q2: 5,772 shares 5,772 $1.12M 0.21% -239 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,913 shares; 2024Q4: 20,530 shares; 2025Q1: 23,978 shares; 2025Q2: 8,247 shares; 2025Q3: 12,225 shares; 2025Q4: 6,307 shares; 2026Q1: 11,577 shares; 2026Q2: 12,079 shares 12,079 $1.11M 0.2% +502 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: 85,881 shares; 2024Q4: 70,767 shares; 2025Q1: 66,366 shares; 2025Q2: 6,823 shares; 2025Q3: 5,777 shares; 2025Q4: 2,570 shares; 2026Q1: 2,338 shares; 2026Q2: 2,649 shares 2,649 $1.1M 0.2% +311 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,915 shares; 2024Q4: 178,792 shares; 2025Q1: 305,789 shares; 2025Q2: 60,995 shares; 2025Q3: 39,457 shares; 2025Q4: 10,065 shares; 2026Q1: 10,567 shares; 2026Q2: 10,723 shares 10,723 $1.1M 0.2% +156 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: 38,047 shares; 2024Q4: 56,156 shares; 2025Q1: 94,184 shares; 2025Q2: 5,428 shares; 2025Q3: 4,492 shares; 2025Q4: 3,292 shares; 2026Q1: 3,151 shares; 2026Q2: 3,600 shares 3,600 $1.09M 0.2% +449 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: 22,001 shares; 2024Q4: 29,544 shares; 2025Q1: 30,272 shares; 2025Q2: 11,138 shares; 2025Q3: 9,342 shares; 2025Q4: 6,997 shares; 2026Q1: 7,176 shares; 2026Q2: 7,435 shares 7,435 $1.08M 0.2% +259 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: 98,740 shares; 2024Q4: 156,919 shares; 2025Q1: 127,619 shares; 2025Q2: 7,226 shares; 2025Q3: 7,134 shares; 2025Q4: 4,820 shares; 2026Q1: 4,641 shares; 2026Q2: 4,543 shares 4,543 $1.08M 0.2% -98 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: 18,204 shares; 2024Q4: 23,567 shares; 2025Q1: 26,674 shares; 2025Q2: 5,290 shares; 2025Q3: 3,961 shares; 2025Q4: 3,942 shares; 2026Q1: 4,004 shares; 2026Q2: 4,268 shares 4,268 $1.05M 0.19% +264 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,664 shares; 2024Q4: 5,068 shares; 2025Q1: 5,867 shares; 2025Q2: 1,214 shares; 2025Q3: 943 shares; 2025Q4: 977 shares; 2026Q1: 1,068 shares; 2026Q2: 2,601 shares 2,601 $976K 0.18% +1,533 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,705 shares; 2025Q2: not reported; 2025Q3: 4,713 shares; 2025Q4: 3,266 shares; 2026Q1: 5,739 shares; 2026Q2: 5,770 shares 5,770 $969K 0.18% +31 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,603 shares; 2024Q4: 123,315 shares; 2025Q1: 132,708 shares; 2025Q2: 32,482 shares; 2025Q3: 25,007 shares; 2025Q4: 12,013 shares; 2026Q1: 12,776 shares; 2026Q2: 11,211 shares 11,211 $949K 0.17% -1,565 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: 65,964 shares; 2024Q4: 77,193 shares; 2025Q1: 88,265 shares; 2025Q2: 17,070 shares; 2025Q3: 14,921 shares; 2025Q4: 5,851 shares; 2026Q1: 6,002 shares; 2026Q2: 6,201 shares 6,201 $939K 0.17% +199 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,964 shares; 2024Q4: 133,653 shares; 2025Q1: 134,653 shares; 2025Q2: 12,296 shares; 2025Q3: 7,151 shares; 2025Q4: 6,757 shares; 2026Q1: 6,955 shares; 2026Q2: 7,158 shares 7,158 $904K 0.17% +203 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,561 shares; 2024Q4: 35,725 shares; 2025Q1: 50,180 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 2,182 shares; 2026Q2: 11,224 shares 11,224 $904K 0.17% +9,042 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: 163,613 shares; 2024Q4: 167,293 shares; 2025Q1: 181,040 shares; 2025Q2: 26,243 shares; 2025Q3: 13,812 shares; 2025Q4: 3,973 shares; 2026Q1: 3,435 shares; 2026Q2: 3,527 shares 3,527 $901K 0.17% +92 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,311 shares; 2024Q4: 25,830 shares; 2025Q1: 24,400 shares; 2025Q2: 5,466 shares; 2025Q3: 3,747 shares; 2025Q4: 3,271 shares; 2026Q1: 2,878 shares; 2026Q2: 2,969 shares 2,969 $892K 0.16% +91 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,660 shares; 2024Q4: 50,606 shares; 2025Q1: 33,421 shares; 2025Q2: 5,898 shares; 2025Q3: 4,173 shares; 2025Q4: 15,772 shares; 2026Q1: 16,060 shares; 2026Q2: 8,936 shares 8,936 $887K 0.16% -7,124 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,948 shares; 2024Q4: 6,369 shares; 2025Q1: 16,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares; 2026Q1: not reported; 2026Q2: 2,374 shares 2,374 $866K 0.16% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,872 shares; 2024Q4: 11,689 shares; 2025Q1: 14,375 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares; 2025Q4: 21,059 shares; 2026Q1: 3,647 shares; 2026Q2: 3,532 shares 3,532 $856K 0.16% -115 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,315 shares; 2024Q4: 382,121 shares; 2025Q1: 432,021 shares; 2025Q2: 36,287 shares; 2025Q3: 21,584 shares; 2025Q4: 21,037 shares; 2026Q1: 24,974 shares; 2026Q2: 34,181 shares 34,181 $839K 0.15% +9,207 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928,446 shares; 2024Q4: 765,397 shares; 2025Q1: 871,680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,656 shares 45,656 $819K 0.15% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,969 shares; 2024Q4: 21,436 shares; 2025Q1: 43,855 shares; 2025Q2: 3,001 shares; 2025Q3: 2,372 shares; 2025Q4: 2,199 shares; 2026Q1: 5,050 shares; 2026Q2: 2,216 shares 2,216 $816K 0.15% -2,834 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,604 shares; 2024Q4: 236,886 shares; 2025Q1: 269,725 shares; 2025Q2: 23,289 shares; 2025Q3: 23,254 shares; 2025Q4: 23,155 shares; 2026Q1: 22,010 shares; 2026Q2: 24,067 shares 24,067 $814K 0.15% +2,057 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,017 shares; 2024Q4: 101,017 shares; 2025Q1: 107,608 shares; 2025Q2: 16,512 shares; 2025Q3: 15,747 shares; 2025Q4: 15,620 shares; 2026Q1: 16,018 shares; 2026Q2: 16,259 shares 16,259 $810K 0.15% +241 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,170 shares; 2024Q4: 114,726 shares; 2025Q1: 102,099 shares; 2025Q2: 1,303 shares; 2025Q3: 927 shares; 2025Q4: 1,066 shares; 2026Q1: not reported; 2026Q2: 3,151 shares 3,151 $802K 0.15% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,574 shares; 2024Q4: 55,278 shares; 2025Q1: 77,609 shares; 2025Q2: 30,155 shares; 2025Q3: 25,807 shares; 2025Q4: 12,207 shares; 2026Q1: 16,539 shares; 2026Q2: 16,646 shares 16,646 $800K 0.15% +107 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: 137,267 shares; 2024Q4: 143,794 shares; 2025Q1: 138,523 shares; 2025Q2: 16,998 shares; 2025Q3: 10,068 shares; 2025Q4: 5,198 shares; 2026Q1: 5,342 shares; 2026Q2: 5,656 shares 5,656 $792K 0.15% +314 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,851 shares; 2024Q4: 15,990 shares; 2025Q1: 24,666 shares; 2025Q2: 8,469 shares; 2025Q3: 7,262 shares; 2025Q4: 5,442 shares; 2026Q1: 5,338 shares; 2026Q2: 5,500 shares 5,500 $787K 0.14% +162 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,451 shares; 2024Q4: 112,322 shares; 2025Q1: 141,756 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,645 shares 9,645 $787K 0.14% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,513 shares; 2024Q4: 61,886 shares; 2025Q1: 139,951 shares; 2025Q2: 10,842 shares; 2025Q3: 8,051 shares; 2025Q4: 7,347 shares; 2026Q1: 8,024 shares; 2026Q2: 8,508 shares 8,508 $785K 0.14% +484 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,999 shares; 2024Q4: 349,644 shares; 2025Q1: 355,315 shares; 2025Q2: 23,950 shares; 2025Q3: 13,683 shares; 2025Q4: 13,209 shares; 2026Q1: 14,061 shares; 2026Q2: 14,315 shares 14,315 $776K 0.14% +254 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: 144,872 shares; 2024Q4: 152,649 shares; 2025Q1: 156,893 shares; 2025Q2: 6,165 shares; 2025Q3: 3,955 shares; 2025Q4: 1,059 shares; 2026Q1: 1,019 shares; 2026Q2: 1,018 shares 1,018 $762K 0.14% -1 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: 7,135 shares; 2024Q4: 7,837 shares; 2025Q1: 9,097 shares; 2025Q2: 956 shares; 2025Q3: 645 shares; 2025Q4: 667 shares; 2026Q1: 673 shares; 2026Q2: 738 shares 738 $747K 0.14% +65 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,422 shares; 2024Q4: 54,666 shares; 2025Q1: 65,734 shares; 2025Q2: 21,153 shares; 2025Q3: 17,565 shares; 2025Q4: 20,063 shares; 2026Q1: 19,328 shares; 2026Q2: 20,095 shares 20,095 $743K 0.14% +767 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: 46,713 shares; 2024Q4: 49,894 shares; 2025Q1: 56,451 shares; 2025Q2: 6,703 shares; 2025Q3: 4,968 shares; 2025Q4: 5,082 shares; 2026Q1: 5,175 shares; 2026Q2: 5,326 shares 5,326 $729K 0.13% +151 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,673 shares; 2025Q1: 8,451 shares; 2025Q2: 1,069 shares; 2025Q3: 820 shares; 2025Q4: 663 shares; 2026Q1: 699 shares; 2026Q2: 757 shares 757 $728K 0.13% +58 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,040 shares; 2024Q4: 61,659 shares; 2025Q1: 59,747 shares; 2025Q2: 7,053 shares; 2025Q3: 5,006 shares; 2025Q4: 3,332 shares; 2026Q1: 3,557 shares; 2026Q2: 4,807 shares 4,807 $727K 0.13% +1,250 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: 12,241 shares; 2024Q4: 19,244 shares; 2025Q1: 17,190 shares; 2025Q2: 1,680 shares; 2025Q3: 803 shares; 2025Q4: 370 shares; 2026Q1: 363 shares; 2026Q2: 365 shares 365 $726K 0.13% +2 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,346 shares; 2024Q4: 222,848 shares; 2025Q1: 265,409 shares; 2025Q2: 3,752 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,052 shares 1,052 $722K 0.13% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,354 shares; 2024Q4: 7,272 shares; 2025Q1: 22,142 shares; 2025Q2: 1,724 shares; 2025Q3: 1,038 shares; 2025Q4: 1,066 shares; 2026Q1: 1,080 shares; 2026Q2: 1,121 shares 1,121 $711K 0.13% +41 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,503 shares; 2024Q4: 15,039 shares; 2025Q1: 15,775 shares; 2025Q2: 7,039 shares; 2025Q3: 6,408 shares; 2025Q4: 2,403 shares; 2026Q1: 2,505 shares; 2026Q2: 2,544 shares 2,544 $709K 0.13% +39 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,125 shares; 2024Q4: 27,685 shares; 2025Q1: 33,991 shares; 2025Q2: 3,146 shares; 2025Q3: 2,425 shares; 2025Q4: 2,781 shares; 2026Q1: 2,963 shares; 2026Q2: 3,152 shares 3,152 $705K 0.13% +189 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: 27,280 shares; 2024Q4: 31,456 shares; 2025Q1: 36,411 shares; 2025Q2: 4,680 shares; 2025Q3: 1,900 shares; 2025Q4: 2,252 shares; 2026Q1: 2,452 shares; 2026Q2: 3,155 shares 3,155 $703K 0.13% +703 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: 65,837 shares; 2024Q4: 67,124 shares; 2025Q1: 73,569 shares; 2025Q2: 13,401 shares; 2025Q3: 10,504 shares; 2025Q4: 2,884 shares; 2026Q1: 3,123 shares; 2026Q2: 3,165 shares 3,165 $698K 0.13% +42 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: 43,712 shares; 2024Q4: 49,961 shares; 2025Q1: 54,273 shares; 2025Q2: 5,198 shares; 2025Q3: 2,619 shares; 2025Q4: 3,158 shares; 2026Q1: 4,155 shares; 2026Q2: 4,380 shares 4,380 $686K 0.13% +225 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,689 shares; 2024Q4: 99,545 shares; 2025Q1: 106,301 shares; 2025Q2: 8,853 shares; 2025Q3: 3,324 shares; 2025Q4: 2,362 shares; 2026Q1: 2,477 shares; 2026Q2: 2,301 shares 2,301 $686K 0.13% -176 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,067 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,781 shares 1,781 $684K 0.13% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,727 shares; 2024Q4: 103,663 shares; 2025Q1: 121,788 shares; 2025Q2: 7,961 shares; 2025Q3: 2,460 shares; 2025Q4: 2,629 shares; 2026Q1: 2,816 shares; 2026Q2: 2,991 shares 2,991 $647K 0.12% +175 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: 221,010 shares; 2024Q4: 244,530 shares; 2025Q1: 243,235 shares; 2025Q2: 32,169 shares; 2025Q3: 15,090 shares; 2025Q4: 12,505 shares; 2026Q1: 13,341 shares; 2026Q2: 13,556 shares 13,556 $644K 0.12% +215 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,154,446 shares; 2024Q4: 2,143,153 shares; 2025Q1: 2,360,591 shares; 2025Q2: 137,530 shares; 2025Q3: 67,332 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,184 shares 12,184 $631K 0.12% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,534 shares; 2024Q4: 102,433 shares; 2025Q1: 130,100 shares; 2025Q2: 15,507 shares; 2025Q3: 10,653 shares; 2025Q4: 13,273 shares; 2026Q1: 14,153 shares; 2026Q2: 14,689 shares 14,689 $626K 0.12% +536 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: 16,704 shares; 2024Q4: 18,394 shares; 2025Q1: 18,392 shares; 2025Q2: 1,634 shares; 2025Q3: not reported; 2025Q4: 1,184 shares; 2026Q1: 2,266 shares; 2026Q2: 3,116 shares 3,116 $625K 0.11% +850 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,259,797 shares; 2024Q4: 5,832,251 shares; 2025Q1: 6,158,497 shares; 2025Q2: 285,417 shares; 2025Q3: 140,909 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,329 shares 12,329 $621K 0.11% 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: 968 shares 968 $618K 0.11% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,212 shares; 2024Q4: 111,016 shares; 2025Q1: 110,253 shares; 2025Q2: 19,481 shares; 2025Q3: 10,738 shares; 2025Q4: 4,496 shares; 2026Q1: 5,981 shares; 2026Q2: 4,901 shares 4,901 $610K 0.11% -1,080 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,896 shares; 2024Q4: 105,313 shares; 2025Q1: 95,995 shares; 2025Q2: 8,848 shares; 2025Q3: 4,556 shares; 2025Q4: 4,009 shares; 2026Q1: 4,150 shares; 2026Q2: 3,917 shares 3,917 $608K 0.11% -233 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,232 shares; 2024Q4: 7,130 shares; 2025Q1: 6,325 shares; 2025Q2: 1,929 shares; 2025Q3: not reported; 2025Q4: 4,405 shares; 2026Q1: 4,484 shares; 2026Q2: 4,982 shares 4,982 $604K 0.11% +498 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: 11,071 shares; 2024Q4: 13,065 shares; 2025Q1: 15,226 shares; 2025Q2: 2,212 shares; 2025Q3: 1,400 shares; 2025Q4: 1,602 shares; 2026Q1: 1,589 shares; 2026Q2: 1,511 shares 1,511 $601K 0.11% -78 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,024 shares; 2024Q4: 33,404 shares; 2025Q1: 14,946 shares; 2025Q2: 2,476 shares; 2025Q3: 2,088 shares; 2025Q4: 2,273 shares; 2026Q1: 2,327 shares; 2026Q2: 2,518 shares 2,518 $587K 0.11% +191 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,081 shares; 2024Q4: 5,997 shares; 2025Q1: 12,834 shares; 2025Q2: 1,154 shares; 2025Q3: 891 shares; 2025Q4: 897 shares; 2026Q1: 1,145 shares; 2026Q2: 1,375 shares 1,375 $586K 0.11% +230 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,839 shares; 2024Q4: 12,003 shares; 2025Q1: 12,969 shares; 2025Q2: 5,797 shares; 2025Q3: 5,195 shares; 2025Q4: 4,766 shares; 2026Q1: 4,938 shares; 2026Q2: 5,133 shares 5,133 $584K 0.11% +195 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,678 shares; 2024Q4: 7,546 shares; 2025Q1: 4,213 shares; 2025Q2: 3,181 shares; 2025Q3: 3,108 shares; 2025Q4: 1,143 shares; 2026Q1: 2,257 shares; 2026Q2: 2,194 shares 2,194 $578K 0.11% -63 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,331 shares; 2024Q4: 16,360 shares; 2025Q1: 11,570 shares; 2025Q2: 7,430 shares; 2025Q3: 6,864 shares; 2025Q4: 6,864 shares; 2026Q1: 6,624 shares; 2026Q2: 6,624 shares 6,624 $555K 0.1% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,935 shares; 2024Q4: 118,951 shares; 2025Q1: 136,865 shares; 2025Q2: 17,918 shares; 2025Q3: 12,667 shares; 2025Q4: 13,196 shares; 2026Q1: 14,627 shares; 2026Q2: 11,299 shares 11,299 $549K 0.1% -3,328 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,054 shares; 2024Q4: 17,127 shares; 2025Q1: 22,986 shares; 2025Q2: 2,467 shares; 2025Q3: 855 shares; 2025Q4: 1,007 shares; 2026Q1: 1,071 shares; 2026Q2: 1,090 shares 1,090 $541K 0.1% +19 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,646 shares; 2024Q4: 49,185 shares; 2025Q1: 57,679 shares; 2025Q2: 13,383 shares; 2025Q3: 6,724 shares; 2025Q4: 5,659 shares; 2026Q1: 5,906 shares; 2026Q2: 6,126 shares 6,126 $538K 0.1% +220 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,554 shares; 2024Q4: 23,774 shares; 2025Q1: 26,334 shares; 2025Q2: 3,019 shares; 2025Q3: 1,943 shares; 2025Q4: 2,221 shares; 2026Q1: 2,519 shares; 2026Q2: 2,388 shares 2,388 $527K 0.1% -131 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,170 shares; 2024Q4: 191,979 shares; 2025Q1: 238,925 shares; 2025Q2: 25,128 shares; 2025Q3: 14,985 shares; 2025Q4: 7,808 shares; 2026Q1: 7,710 shares; 2026Q2: 7,056 shares 7,056 $525K 0.1% -654 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,382 shares; 2024Q4: 245,705 shares; 2025Q1: 244,422 shares; 2025Q2: 29,296 shares; 2025Q3: 17,192 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,939 shares 11,939 $522K 0.1% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 16,621 shares; 2025Q1: 17,781 shares; 2025Q2: 3,903 shares; 2025Q3: 3,247 shares; 2025Q4: 1,296 shares; 2026Q1: 1,349 shares; 2026Q2: 1,981 shares 1,981 $517K 0.1% +632 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: 281,336 shares; 2024Q4: 310,794 shares; 2025Q1: 318,390 shares; 2025Q2: 19,107 shares; 2025Q3: 16,757 shares; 2025Q4: 9,251 shares; 2026Q1: 6,855 shares; 2026Q2: 8,592 shares 8,592 $513K 0.09% +1,737 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,889 shares; 2024Q4: 343,321 shares; 2025Q1: 336,564 shares; 2025Q2: 29,058 shares; 2025Q3: 11,202 shares; 2025Q4: 6,846 shares; 2026Q1: 6,555 shares; 2026Q2: 5,631 shares 5,631 $511K 0.09% -924 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,267 shares 2,267 $508K 0.09% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,813 shares; 2024Q4: 10,051 shares; 2025Q1: 11,694 shares; 2025Q2: 2,317 shares; 2025Q3: 1,780 shares; 2025Q4: 1,995 shares; 2026Q1: 2,123 shares; 2026Q2: 2,316 shares 2,316 $506K 0.09% +193 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,251 shares 2,251 $498K 0.09% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,938 shares; 2024Q4: 199,136 shares; 2025Q1: 188,131 shares; 2025Q2: 13,560 shares; 2025Q3: 9,813 shares; 2025Q4: not reported; 2026Q1: 3,458 shares; 2026Q2: 6,421 shares 6,421 $492K 0.09% +2,963 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: 35,082 shares; 2024Q4: 35,634 shares; 2025Q1: 37,260 shares; 2025Q2: 2,601 shares; 2025Q3: 1,415 shares; 2025Q4: 1,507 shares; 2026Q1: 1,641 shares; 2026Q2: 1,778 shares 1,778 $490K 0.09% +137 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,661 shares; 2024Q4: 43,735 shares; 2025Q1: 46,143 shares; 2025Q2: 3,976 shares; 2025Q3: 1,949 shares; 2025Q4: 1,534 shares; 2026Q1: 1,626 shares; 2026Q2: 1,666 shares 1,666 $489K 0.09% +40 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: 3,287 shares; 2024Q4: 5,978 shares; 2025Q1: 8,265 shares; 2025Q2: 2,472 shares; 2025Q3: 2,159 shares; 2025Q4: 1,835 shares; 2026Q1: 1,648 shares; 2026Q2: 679 shares 679 $485K 0.09% -969 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: 80,624 shares; 2024Q4: 101,310 shares; 2025Q1: 123,248 shares; 2025Q2: 10,959 shares; 2025Q3: 4,391 shares; 2025Q4: 4,666 shares; 2026Q1: 4,756 shares; 2026Q2: 4,992 shares 4,992 $480K 0.09% +236 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481,447 shares; 2024Q4: 463,074 shares; 2025Q1: 450,683 shares; 2025Q2: 33,874 shares; 2025Q3: 10,256 shares; 2025Q4: 4,184 shares; 2026Q1: 3,664 shares; 2026Q2: 4,178 shares 4,178 $477K 0.09% +514 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,645 shares; 2024Q4: 53,563 shares; 2025Q1: 60,895 shares; 2025Q2: 5,430 shares; 2025Q3: 2,735 shares; 2025Q4: 2,761 shares; 2026Q1: 2,980 shares; 2026Q2: 2,909 shares 2,909 $476K 0.09% -71 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,920 shares; 2024Q4: 36,802 shares; 2025Q1: 26,337 shares; 2025Q2: 2,565 shares; 2025Q3: 1,970 shares; 2025Q4: not reported; 2026Q1: 1,892 shares; 2026Q2: 1,928 shares 1,928 $473K 0.09% +36 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,719 shares; 2024Q4: 205,951 shares; 2025Q1: 219,499 shares; 2025Q2: 19,884 shares; 2025Q3: 10,019 shares; 2025Q4: 4,626 shares; 2026Q1: 4,624 shares; 2026Q2: 4,891 shares 4,891 $471K 0.09% +267 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,529 shares; 2024Q4: 25,044 shares; 2025Q1: 24,484 shares; 2025Q2: 2,030 shares; 2025Q3: 1,836 shares; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares; 2026Q2: 1,821 shares 1,821 $459K 0.08% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,864 shares; 2024Q4: 1,843 shares; 2025Q1: 1,961 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,767 shares 3,767 $452K 0.08% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,365 shares; 2024Q4: 48,077 shares; 2025Q1: 50,149 shares; 2025Q2: 7,454 shares; 2025Q3: 4,112 shares; 2025Q4: 1,642 shares; 2026Q1: 1,692 shares; 2026Q2: 1,759 shares 1,759 $450K 0.08% +67 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,431 shares; 2024Q4: 31,591 shares; 2025Q1: 40,049 shares; 2025Q2: 3,697 shares; 2025Q3: 2,876 shares; 2025Q4: 2,443 shares; 2026Q1: 2,255 shares; 2026Q2: 2,603 shares 2,603 $443K 0.08% +348 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,163 shares; 2024Q4: 220,025 shares; 2025Q1: 264,808 shares; 2025Q2: 37,569 shares; 2025Q3: 25,390 shares; 2025Q4: 8,141 shares; 2026Q1: 6,981 shares; 2026Q2: 6,977 shares 6,977 $439K 0.08% -4 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,595 shares; 2024Q4: 8,012 shares; 2025Q1: 10,040 shares; 2025Q2: 3,927 shares; 2025Q3: 3,294 shares; 2025Q4: 3,366 shares; 2026Q1: 3,346 shares; 2026Q2: 3,239 shares 3,239 $436K 0.08% -107 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,093 shares; 2024Q4: 33,001 shares; 2025Q1: 52,420 shares; 2025Q2: 6,420 shares; 2025Q3: 6,018 shares; 2025Q4: 5,604 shares; 2026Q1: 5,906 shares; 2026Q2: 5,917 shares 5,917 $427K 0.08% +11 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: 113,228 shares; 2024Q4: 120,583 shares; 2025Q1: 115,716 shares; 2025Q2: 1,391 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,108 shares 1,108 $410K 0.08% 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: 149,694 shares; 2024Q4: 227,299 shares; 2025Q1: 262,173 shares; 2025Q2: 19,022 shares; 2025Q3: 12,165 shares; 2025Q4: 5,821 shares; 2026Q1: 6,694 shares; 2026Q2: 7,107 shares 7,107 $410K 0.08% +413 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: 398,342 shares; 2024Q4: 414,322 shares; 2025Q1: 479,351 shares; 2025Q2: 38,590 shares; 2025Q3: 20,773 shares; 2025Q4: 21,269 shares; 2026Q1: 22,278 shares; 2026Q2: 24,269 shares 24,269 $408K 0.08% +1,991 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: 64,884 shares; 2024Q4: 167,433 shares; 2025Q1: 227,718 shares; 2025Q2: 7,619 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,370 shares; 2026Q2: 4,706 shares 4,706 $402K 0.07% +1,336 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,838 shares; 2024Q4: 13,292 shares; 2025Q1: 12,802 shares; 2025Q2: 968 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 882 shares; 2026Q2: 985 shares 985 $391K 0.07% +103 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,655 shares; 2024Q4: 3,492 shares; 2025Q1: 2,122 shares; 2025Q2: 1,445 shares; 2025Q3: 1,270 shares; 2025Q4: 901 shares; 2026Q1: 1,067 shares; 2026Q2: 1,233 shares 1,233 $391K 0.07% +166 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569 shares; 2024Q4: 6,869 shares; 2025Q1: 9,196 shares; 2025Q2: 816 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares; 2026Q2: 1,470 shares 1,470 $384K 0.07% +162 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,773 shares; 2024Q4: 359,989 shares; 2025Q1: 298,223 shares; 2025Q2: 34,141 shares; 2025Q3: 21,000 shares; 2025Q4: 6,384 shares; 2026Q1: 8,082 shares; 2026Q2: 8,005 shares 8,005 $384K 0.07% -77 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,489 shares; 2024Q4: 28,847 shares; 2025Q1: 60,123 shares; 2025Q2: 3,006 shares; 2025Q3: 3,024 shares; 2025Q4: 2,994 shares; 2026Q1: 2,992 shares; 2026Q2: 3,636 shares 3,636 $378K 0.07% +644 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,720 shares; 2024Q4: 46,875 shares; 2025Q1: 45,774 shares; 2025Q2: 4,202 shares; 2025Q3: 1,512 shares; 2025Q4: 760 shares; 2026Q1: 722 shares; 2026Q2: 669 shares 669 $375K 0.07% -53 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,223 shares; 2024Q4: 3,495 shares; 2025Q1: 5,023 shares; 2025Q2: 1,360 shares; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 1,338 shares; 2026Q2: 1,382 shares 1,382 $371K 0.07% +44 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,042 shares; 2024Q4: 5,943 shares; 2025Q1: 5,839 shares; 2025Q2: not reported; 2025Q3: 1,898 shares; 2025Q4: 1,783 shares; 2026Q1: 2,600 shares; 2026Q2: 2,662 shares 2,662 $370K 0.07% +62 Timeline SCHO 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: 252,659 shares; 2024Q4: 561,776 shares; 2025Q1: 571,996 shares; 2025Q2: 10,670 shares; 2025Q3: 10,603 shares; 2025Q4: 9,911 shares; 2026Q1: 10,066 shares; 2026Q2: 15,266 shares 15,266 $369K 0.07% +5,200 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,864 shares; 2026Q1: 5,738 shares; 2026Q2: 6,107 shares 6,107 $367K 0.07% +369 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,749 shares; 2024Q4: 106,280 shares; 2025Q1: 106,092 shares; 2025Q2: 15,072 shares; 2025Q3: 7,125 shares; 2025Q4: 2,096 shares; 2026Q1: 1,832 shares; 2026Q2: 1,784 shares 1,784 $366K 0.07% -48 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: 64,260 shares; 2024Q4: 96,203 shares; 2025Q1: 101,607 shares; 2025Q2: 7,444 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,687 shares 5,687 $365K 0.07% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,296 shares; 2025Q1: 287,699 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,377 shares 12,377 $363K 0.07% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 6,765 shares; 2025Q1: 7,186 shares; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares; 2026Q2: 882 shares 882 $361K 0.07% -37 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,224 shares; 2024Q4: 4,229 shares; 2025Q1: 5,644 shares; 2025Q2: 1,466 shares; 2025Q3: not reported; 2025Q4: 1,232 shares; 2026Q1: 1,343 shares; 2026Q2: 1,506 shares 1,506 $358K 0.07% +163 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,474 shares; 2024Q4: 159,946 shares; 2025Q1: 163,600 shares; 2025Q2: 10,442 shares; 2025Q3: 7,243 shares; 2025Q4: 6,857 shares; 2026Q1: 5,522 shares; 2026Q2: 6,750 shares 6,750 $347K 0.06% +1,228 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,897 shares; 2025Q3: 6,996 shares; 2025Q4: 7,044 shares; 2026Q1: 7,063 shares; 2026Q2: 9,204 shares 9,204 $338K 0.06% +2,141 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,678 shares; 2024Q4: 41,862 shares; 2025Q1: 45,599 shares; 2025Q2: 4,992 shares; 2025Q3: 1,463 shares; 2025Q4: 1,366 shares; 2026Q1: 1,443 shares; 2026Q2: 1,379 shares 1,379 $334K 0.06% -64 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,622 shares; 2024Q4: 21,495 shares; 2025Q1: 26,811 shares; 2025Q2: 1,885 shares; 2025Q3: 1,250 shares; 2025Q4: 1,059 shares; 2026Q1: 985 shares; 2026Q2: 1,974 shares 1,974 $331K 0.06% +989 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: 8,182 shares; 2024Q4: 8,364 shares; 2025Q1: 11,057 shares; 2025Q2: 4,914 shares; 2025Q3: 4,567 shares; 2025Q4: 2,396 shares; 2026Q1: 2,482 shares; 2026Q2: 2,534 shares 2,534 $331K 0.06% +52 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,399 shares; 2024Q4: 53,873 shares; 2025Q1: 68,511 shares; 2025Q2: 19,134 shares; 2025Q3: 17,909 shares; 2025Q4: 7,067 shares; 2026Q1: 6,405 shares; 2026Q2: 6,641 shares 6,641 $326K 0.06% +236 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: 700,288 shares; 2024Q4: 771,762 shares; 2025Q1: 680,429 shares; 2025Q2: 20,167 shares; 2025Q3: 16,135 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,541 shares 4,541 $324K 0.06% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,634 shares; 2024Q4: 14,692 shares; 2025Q1: 15,265 shares; 2025Q2: 1,548 shares; 2025Q3: 1,211 shares; 2025Q4: 1,173 shares; 2026Q1: 1,111 shares; 2026Q2: 1,207 shares 1,207 $320K 0.06% +96 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: 74,589 shares; 2024Q4: 85,803 shares; 2025Q1: 84,262 shares; 2025Q2: 11,458 shares; 2025Q3: 8,349 shares; 2025Q4: 3,979 shares; 2026Q1: 4,108 shares; 2026Q2: 4,377 shares 4,377 $315K 0.06% +269 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: 7,468 shares; 2024Q4: 8,643 shares; 2025Q1: 10,085 shares; 2025Q2: 2,656 shares; 2025Q3: 2,202 shares; 2025Q4: 852 shares; 2026Q1: 881 shares; 2026Q2: 999 shares 999 $315K 0.06% +118 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,817 shares; 2024Q4: 219,014 shares; 2025Q1: 238,130 shares; 2025Q2: 24,894 shares; 2025Q3: 13,540 shares; 2025Q4: 7,162 shares; 2026Q1: 4,943 shares; 2026Q2: 4,736 shares 4,736 $314K 0.06% -207 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,922 shares; 2024Q4: 109,230 shares; 2025Q1: 115,129 shares; 2025Q2: 15,086 shares; 2025Q3: 8,975 shares; 2025Q4: 3,491 shares; 2026Q1: 4,124 shares; 2026Q2: 4,204 shares 4,204 $313K 0.06% +80 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: 361 shares; 2026Q2: 135 shares 135 $307K 0.06% -226 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,346 shares; 2026Q1: 1,432 shares; 2026Q2: 1,795 shares 1,795 $296K 0.05% +363 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,739 shares; 2024Q4: 42,011 shares; 2025Q1: 42,912 shares; 2025Q2: 5,068 shares; 2025Q3: 2,990 shares; 2025Q4: not reported; 2026Q1: 3,042 shares; 2026Q2: 3,484 shares 3,484 $295K 0.05% +442 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,864 shares; 2024Q4: 10,789 shares; 2025Q1: 13,931 shares; 2025Q2: 3,767 shares; 2025Q3: 2,964 shares; 2025Q4: 2,805 shares; 2026Q1: 2,625 shares; 2026Q2: 2,633 shares 2,633 $293K 0.05% +8 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: 5,059 shares; 2024Q4: 6,275 shares; 2025Q1: 6,612 shares; 2025Q2: 1,736 shares; 2025Q3: 1,092 shares; 2025Q4: not reported; 2026Q1: 869 shares; 2026Q2: 881 shares 881 $277K 0.05% +12 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,604 shares; 2024Q4: 9,006 shares; 2025Q1: 10,589 shares; 2025Q2: 1,564 shares; 2025Q3: 782 shares; 2025Q4: not reported; 2026Q1: 421 shares; 2026Q2: 532 shares 532 $276K 0.05% +111 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,805 shares; 2024Q4: 4,944 shares; 2025Q1: 20,692 shares; 2025Q2: 1,336 shares; 2025Q3: 922 shares; 2025Q4: not reported; 2026Q1: 1,034 shares; 2026Q2: 1,154 shares 1,154 $276K 0.05% +120 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,143 shares; 2024Q4: 160,778 shares; 2025Q1: 221,494 shares; 2025Q2: 26,181 shares; 2025Q3: 8,821 shares; 2025Q4: 8,830 shares; 2026Q1: 8,673 shares; 2026Q2: 8,680 shares 8,680 $275K 0.05% +7 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,123 shares; 2024Q4: 22,324 shares; 2025Q1: 22,769 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,007 shares 10,007 $274K 0.05% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,367 shares; 2024Q4: 19,097 shares; 2025Q1: 20,935 shares; 2025Q2: 3,320 shares; 2025Q3: 1,890 shares; 2025Q4: 2,153 shares; 2026Q1: 2,191 shares; 2026Q2: 2,290 shares 2,290 $269K 0.05% +99 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,338 shares; 2024Q4: 35,576 shares; 2025Q1: 35,225 shares; 2025Q2: 2,540 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,427 shares 1,427 $269K 0.05% 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: 8,946 shares; 2024Q4: 9,412 shares; 2025Q1: 11,628 shares; 2025Q2: 1,295 shares; 2025Q3: 957 shares; 2025Q4: 953 shares; 2026Q1: 951 shares; 2026Q2: 992 shares 992 $268K 0.05% +41 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,333 shares; 2024Q4: 33,024 shares; 2025Q1: 33,274 shares; 2025Q2: 3,082 shares; 2025Q3: 1,779 shares; 2025Q4: 1,513 shares; 2026Q1: 2,553 shares; 2026Q2: 3,361 shares 3,361 $267K 0.05% +808 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,695 shares; 2024Q4: 3,068 shares; 2025Q1: 3,142 shares; 2025Q2: 1,091 shares; 2025Q3: 927 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 944 shares 944 $265K 0.05% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834,021 shares; 2024Q4: 1,894,248 shares; 2025Q1: 1,994,750 shares; 2025Q2: 144,287 shares; 2025Q3: 45,583 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,246 shares 6,246 $265K 0.05% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,031 shares; 2024Q4: 10,414 shares; 2025Q1: 13,611 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,280 shares; 2026Q1: 3,300 shares; 2026Q2: 3,263 shares 3,263 $258K 0.05% -37 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,618 shares; 2024Q4: 3,731 shares; 2025Q1: 3,597 shares; 2025Q2: 1,069 shares; 2025Q3: 894 shares; 2025Q4: 55 shares; 2026Q1: 51 shares; 2026Q2: 1,446 shares 1,446 $258K 0.05% +1,395 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,344 shares; 2026Q2: 1,354 shares 1,354 $257K 0.05% +10 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: 42,759 shares; 2024Q4: 90,053 shares; 2025Q1: 90,852 shares; 2025Q2: 5,860 shares; 2025Q3: 1,894 shares; 2025Q4: not reported; 2026Q1: 1,557 shares; 2026Q2: 1,638 shares 1,638 $257K 0.05% +81 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: 3,362 shares; 2024Q4: 3,813 shares; 2025Q1: 9,503 shares; 2025Q2: 1,724 shares; 2025Q3: 502 shares; 2025Q4: not reported; 2026Q1: 487 shares; 2026Q2: 522 shares 522 $256K 0.05% +35 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,582 shares; 2024Q4: 13,174 shares; 2025Q1: 14,572 shares; 2025Q2: 1,797 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 942 shares; 2026Q2: 837 shares 837 $253K 0.05% -105 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,580 shares; 2024Q4: 197,962 shares; 2025Q1: 232,668 shares; 2025Q2: 36,621 shares; 2025Q3: 16,902 shares; 2025Q4: 5,003 shares; 2026Q1: 4,693 shares; 2026Q2: 3,500 shares 3,500 $252K 0.05% -1,193 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,363 shares; 2024Q4: 8,296 shares; 2025Q1: 8,049 shares; 2025Q2: 1,125 shares; 2025Q3: 359 shares; 2025Q4: not reported; 2026Q1: 278 shares; 2026Q2: 298 shares 298 $247K 0.05% +20 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,602 shares; 2024Q4: 19,593 shares; 2025Q1: 20,785 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,987 shares 4,987 $246K 0.05% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,724 shares; 2024Q4: 5,437 shares; 2025Q1: 5,576 shares; 2025Q2: 768 shares; 2025Q3: 540 shares; 2025Q4: 526 shares; 2026Q1: 633 shares; 2026Q2: 581 shares 581 $241K 0.04% -52 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,069 shares; 2024Q4: 16,384 shares; 2025Q1: 17,051 shares; 2025Q2: 1,939 shares; 2025Q3: 938 shares; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 174 shares 174 $241K 0.04% -41 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,205 shares; 2024Q4: 3,986 shares; 2025Q1: 5,032 shares; 2025Q2: 2,908 shares; 2025Q3: 1,248 shares; 2025Q4: 1,456 shares; 2026Q1: 2,169 shares; 2026Q2: 2,086 shares 2,086 $238K 0.04% -83 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: 209,751 shares; 2024Q4: 193,473 shares; 2025Q1: 187,512 shares; 2025Q2: 15,767 shares; 2025Q3: 4,882 shares; 2025Q4: 1,836 shares; 2026Q1: 1,631 shares; 2026Q2: 1,647 shares 1,647 $236K 0.04% +16 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: 11,082 shares; 2024Q4: 53,701 shares; 2025Q1: 60,695 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,510 shares 1,510 $232K 0.04% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,871 shares; 2024Q4: 3,303 shares; 2025Q1: 17,975 shares; 2025Q2: 1,847 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 890 shares 890 $232K 0.04% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,138 shares; 2024Q4: 79,904 shares; 2025Q1: 57,457 shares; 2025Q2: 11,910 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,326 shares 7,326 $230K 0.04% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 643 shares; 2025Q1: 740 shares; 2025Q2: 392 shares; 2025Q3: 369 shares; 2025Q4: 229 shares; 2026Q1: 248 shares; 2026Q2: 179 shares 179 $229K 0.04% -69 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,037 shares; 2024Q4: 29,476 shares; 2025Q1: 25,811 shares; 2025Q2: 8,035 shares; 2025Q3: 11,956 shares; 2025Q4: not reported; 2026Q1: 2,088 shares; 2026Q2: 2,297 shares 2,297 $228K 0.04% +209 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679,830 shares; 2024Q4: 493,517 shares; 2025Q1: 501,477 shares; 2025Q2: 11,566 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,859 shares 2,859 $227K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,274 shares; 2024Q4: 11,245 shares; 2025Q1: 15,559 shares; 2025Q2: 3,949 shares; 2025Q3: 2,576 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $227K 0.04% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,225 shares; 2024Q4: 2,519 shares; 2025Q1: 2,972 shares; 2025Q2: 650 shares; 2025Q3: 498 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 500 shares 500 $225K 0.04% +1 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,713 shares; 2024Q4: 28,796 shares; 2025Q1: 31,273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,651 shares 11,651 $223K 0.04% 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: 19,489 shares; 2024Q4: 24,623 shares; 2025Q1: 26,561 shares; 2025Q2: 5,585 shares; 2025Q3: 3,823 shares; 2025Q4: not reported; 2026Q1: 862 shares; 2026Q2: 854 shares 854 $222K 0.04% -8 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,300 shares; 2024Q4: 11,839 shares; 2025Q1: 16,146 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,326 shares 10,326 $218K 0.04% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,331 shares 1,331 $217K 0.04% new 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: 23,299 shares; 2024Q4: 30,613 shares; 2025Q1: 47,289 shares; 2025Q2: not reported; 2025Q3: 2,421 shares; 2025Q4: 2,523 shares; 2026Q1: 2,408 shares; 2026Q2: 2,322 shares 2,322 $217K 0.04% -86 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: 2,224 shares; 2025Q1: 23,499 shares; 2025Q2: 3,333 shares; 2025Q3: 1,356 shares; 2025Q4: 1,236 shares; 2026Q1: 1,151 shares; 2026Q2: 1,150 shares 1,150 $215K 0.04% -1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,125 shares; 2024Q4: 26,474 shares; 2025Q1: 28,481 shares; 2025Q2: 11,815 shares; 2025Q3: 9,782 shares; 2025Q4: not reported; 2026Q1: 1,249 shares; 2026Q2: 1,252 shares 1,252 $212K 0.04% +3 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,779 shares; 2024Q4: 19,982 shares; 2025Q1: 22,592 shares; 2025Q2: 2,007 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,322 shares 1,322 $211K 0.04% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 1,244 shares; 2025Q1: 1,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 553 shares 553 $207K 0.04% new Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,813 shares; 2024Q4: 34,539 shares; 2025Q1: 36,774 shares; 2025Q2: 4,259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 653 shares 653 $206K 0.04% 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: 39,872 shares; 2024Q4: 38,804 shares; 2025Q1: 37,880 shares; 2025Q2: 2,630 shares; 2025Q3: 718 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 580 shares 580 $206K 0.04% 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: 7,698 shares; 2024Q4: 8,350 shares; 2025Q1: 11,392 shares; 2025Q2: not reported; 2025Q3: 1,429 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,254 shares 1,254 $204K 0.04% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 709 shares; 2025Q1: 1,246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $204K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,446 shares; 2024Q4: 6,642 shares; 2025Q1: 8,917 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 895 shares 895 $203K 0.04% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,248 shares; 2024Q4: 31,061 shares; 2025Q1: 32,821 shares; 2025Q2: 5,078 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,744 shares 4,744 $202K 0.04% 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: 5,058 shares; 2024Q4: 5,478 shares; 2025Q1: 6,756 shares; 2025Q2: 2,158 shares; 2025Q3: 514 shares; 2025Q4: 404 shares; 2026Q1: 398 shares; 2026Q2: 384 shares 384 $202K 0.04% -14 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,538 shares; 2025Q1: 19,338 shares; 2025Q2: 2,736 shares; 2025Q3: 594 shares; 2025Q4: 651 shares; 2026Q1: 690 shares; 2026Q2: 713 shares 713 $202K 0.04% +23 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,795 shares; 2024Q4: 37,353 shares; 2025Q1: 35,910 shares; 2025Q2: 4,102 shares; 2025Q3: 2,495 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,509 shares 2,509 $202K 0.04% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,337 shares; 2024Q4: 19,287 shares; 2025Q1: 19,767 shares; 2025Q2: 3,782 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,732 shares 2,732 $200K 0.04% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,827 shares; 2024Q4: 5,413 shares; 2025Q1: 6,370 shares; 2025Q2: 3,292 shares; 2025Q3: 3,095 shares; 2025Q4: 3,493 shares; 2026Q1: not reported; 2026Q2: 3,373 shares 3,373 $200K 0.04% new Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,605 shares; 2024Q4: 11,362 shares; 2025Q1: 24,020 shares; 2025Q2: 15,361 shares; 2025Q3: 17,354 shares; 2025Q4: 22,896 shares; 2026Q1: 24,807 shares; 2026Q2: 25,397 shares 25,397 $162K 0.03% +590 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,489 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,499 shares 11,499 $146K 0.03% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,518,111 shares; 2024Q4: 1,531,180 shares; 2025Q1: 1,596,132 shares; 2025Q2: 61,222 shares; 2025Q3: 24,001 shares; 2025Q4: 27,053 shares; 2026Q1: 23,429 shares; 2026Q2: 24,624 shares 24,624 $144K 0.03% +1,195 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,929 shares; 2024Q4: 14,459 shares; 2025Q1: 21,044 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,946 shares; 2026Q1: 15,519 shares; 2026Q2: 15,826 shares 15,826 $122K 0.02% +307 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,607 shares; 2024Q4: not reported; 2025Q1: 11,607 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,437 shares; 2026Q2: 11,438 shares 11,438 $52.8K 0.01% -999 Timeline