VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,950 shares; 2024Q4: 249,639 shares; 2025Q1: 263,760 shares; 2025Q2: 254,442 shares; 2025Q3: 255,588 shares; 2025Q4: 233,818 shares; 2026Q1: 216,623 shares; 2026Q2: 194,320 shares 194,320 $66.8M 5.66% -22,303 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: 83,637 shares; 2024Q4: 81,451 shares; 2025Q1: 79,210 shares; 2025Q2: 78,565 shares; 2025Q3: 96,807 shares; 2025Q4: 155,511 shares; 2026Q1: 156,852 shares; 2026Q2: 169,632 shares 169,632 $33.9M 2.87% +12,780 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,435 shares; 2024Q4: 425,403 shares; 2025Q1: 451,306 shares; 2025Q2: 447,232 shares; 2025Q3: 451,490 shares; 2025Q4: 407,611 shares; 2026Q1: 380,955 shares; 2026Q2: 362,035 shares 362,035 $26.6M 2.25% -18,920 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: 348,707 shares; 2024Q4: 344,194 shares; 2025Q1: 366,990 shares; 2025Q2: 369,846 shares; 2025Q3: 388,403 shares; 2025Q4: 366,550 shares; 2026Q1: 355,456 shares; 2026Q2: 328,675 shares 328,675 $23.4M 1.98% -26,781 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: 6,477 shares; 2024Q4: 106 shares; 2025Q1: 20,565 shares; 2025Q2: 25,781 shares; 2025Q3: 31,272 shares; 2025Q4: 61,047 shares; 2026Q1: 59,688 shares; 2026Q2: 60,347 shares 60,347 $22.8M 1.93% +659 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: 77,894 shares; 2024Q4: 76,674 shares; 2025Q1: 81,138 shares; 2025Q2: 80,339 shares; 2025Q3: 80,709 shares; 2025Q4: 73,977 shares; 2026Q1: 67,444 shares; 2026Q2: 252,192 shares 252,192 $20.3M 1.72% +184,748 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,277 shares; 2024Q4: 815,335 shares; 2025Q1: 839,437 shares; 2025Q2: 868,268 shares; 2025Q3: 876,688 shares; 2025Q4: 813,474 shares; 2026Q1: 730,585 shares; 2026Q2: 634,091 shares 634,091 $18.7M 1.58% -96,494 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 22,525 shares; 2026Q1: 21,820 shares; 2026Q2: 14,814 shares 14,814 $17.4M 1.47% -7,006 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,629 shares; 2024Q4: 147,875 shares; 2025Q1: 155,866 shares; 2025Q2: 157,544 shares; 2025Q3: 157,533 shares; 2025Q4: 145,492 shares; 2026Q1: 132,068 shares; 2026Q2: 115,578 shares 115,578 $17.1M 1.45% -16,490 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,079 shares; 2024Q4: 117,640 shares; 2025Q1: 120,835 shares; 2025Q2: 116,606 shares; 2025Q3: 111,380 shares; 2025Q4: 101,793 shares; 2026Q1: 70,576 shares; 2026Q2: 63,963 shares 63,963 $16.7M 1.41% -6,613 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: 71,023 shares; 2024Q4: 73,766 shares; 2025Q1: 75,824 shares; 2025Q2: 78,957 shares; 2025Q3: 79,656 shares; 2025Q4: 73,920 shares; 2026Q1: 66,096 shares; 2026Q2: 54,209 shares 54,209 $16.4M 1.39% -11,887 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: 12,517 shares; 2024Q4: 13,587 shares; 2025Q1: 14,233 shares; 2025Q2: 13,995 shares; 2025Q3: 15,339 shares; 2025Q4: 16,910 shares; 2026Q1: 17,878 shares; 2026Q2: 21,398 shares 21,398 $16M 1.36% +3,520 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,468 shares; 2024Q4: 44,412 shares; 2025Q1: 44,614 shares; 2025Q2: 40,553 shares; 2025Q3: 41,937 shares; 2025Q4: 90,605 shares; 2026Q1: 103,177 shares; 2026Q2: 80,770 shares 80,770 $15.4M 1.3% -22,407 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,769 shares; 2024Q4: 248,394 shares; 2025Q1: 255,095 shares; 2025Q2: 222,809 shares; 2025Q3: 212,673 shares; 2025Q4: 194,233 shares; 2026Q1: 157,169 shares; 2026Q2: 112,590 shares 112,590 $15.3M 1.3% -44,579 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: 32,276 shares; 2024Q4: 31,420 shares; 2025Q1: 31,157 shares; 2025Q2: 30,480 shares; 2025Q3: 36,503 shares; 2025Q4: 40,533 shares; 2026Q1: 41,145 shares; 2026Q2: 42,404 shares 42,404 $15.2M 1.28% +1,259 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: 16,264 shares; 2024Q4: 19,435 shares; 2025Q1: 18,569 shares; 2025Q2: 18,508 shares; 2025Q3: 23,822 shares; 2025Q4: 28,112 shares; 2026Q1: 29,554 shares; 2026Q2: 38,794 shares 38,794 $14.5M 1.23% +9,240 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,706 shares; 2025Q4: 24,462 shares; 2026Q1: 23,134 shares; 2026Q2: 22,428 shares 22,428 $13.8M 1.17% -706 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,653 shares; 2024Q4: 372,948 shares; 2025Q1: 396,610 shares; 2025Q2: 392,484 shares; 2025Q3: 394,242 shares; 2025Q4: 361,264 shares; 2026Q1: 329,777 shares; 2026Q2: 265,023 shares 265,023 $13M 1.1% -64,754 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,957 shares; 2025Q3: 20,127 shares; 2025Q4: 26,386 shares; 2026Q1: 25,594 shares; 2026Q2: 56,980 shares 56,980 $12.9M 1.09% +31,386 Timeline PXI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,711 shares; 2024Q4: 1,700 shares; 2025Q1: 1,515 shares; 2025Q2: 448 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 259,739 shares; 2026Q2: 233,439 shares 233,439 $12.9M 1.09% -26,300 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,233 shares; 2024Q4: 57,638 shares; 2025Q1: 55,073 shares; 2025Q2: 44,667 shares; 2025Q3: 31,831 shares; 2025Q4: 30,861 shares; 2026Q1: 55,050 shares; 2026Q2: 47,756 shares 47,756 $12.8M 1.09% -7,294 Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 330,002 shares; 2025Q3: 1,310 shares; 2025Q4: 1,129 shares; 2026Q1: 542 shares; 2026Q2: 267,604 shares 267,604 $12.7M 1.08% +267,062 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: not reported; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 841 shares; 2026Q1: 1,806 shares; 2026Q2: 74,165 shares 74,165 $12M 1.02% +72,359 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 15,069 shares; 2026Q1: 14,538 shares; 2026Q2: 14,331 shares 14,331 $11.9M 1.01% -207 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,319 shares; 2024Q4: 71,746 shares; 2025Q1: 79,239 shares; 2025Q2: 100,204 shares; 2025Q3: 118,105 shares; 2025Q4: 118,222 shares; 2026Q1: 117,048 shares; 2026Q2: 118,578 shares 118,578 $11.2M 0.95% +1,530 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 9,286 shares; 2026Q1: 8,788 shares; 2026Q2: 5,372 shares 5,372 $10.6M 0.9% -3,416 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,130 shares; 2026Q1: 107,983 shares; 2026Q2: 119,280 shares 119,280 $10.4M 0.88% +11,297 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,405 shares; 2024Q4: 36,933 shares; 2025Q1: 36,921 shares; 2025Q2: 294,092 shares; 2025Q3: 299,309 shares; 2025Q4: 243,349 shares; 2026Q1: 225,574 shares; 2026Q2: 229,076 shares 229,076 $10.1M 0.85% +3,502 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,667 shares; 2024Q4: 36,526 shares; 2025Q1: 35,637 shares; 2025Q2: 34,019 shares; 2025Q3: 46,318 shares; 2025Q4: 62,085 shares; 2026Q1: 69,790 shares; 2026Q2: 33,214 shares 33,214 $9.61M 0.81% -36,576 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,073 shares; 2024Q4: 178,934 shares; 2025Q1: 190,445 shares; 2025Q2: 191,672 shares; 2025Q3: 201,219 shares; 2025Q4: 186,935 shares; 2026Q1: 189,961 shares; 2026Q2: 194,357 shares 194,357 $9.41M 0.8% +4,396 Timeline SPYM 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: 116,699 shares; 2024Q4: 122,031 shares; 2025Q1: 122,652 shares; 2025Q2: 124,144 shares; 2025Q3: 118,616 shares; 2025Q4: 115,627 shares; 2026Q1: 104,301 shares; 2026Q2: 102,252 shares 102,252 $8.99M 0.76% -2,049 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 123,581 shares; 2026Q1: 129,959 shares; 2026Q2: 127,078 shares 127,078 $8.43M 0.71% -2,881 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: 12,371 shares; 2024Q4: 12,043 shares; 2025Q1: 11,693 shares; 2025Q2: 11,568 shares; 2025Q3: 13,522 shares; 2025Q4: 12,864 shares; 2026Q1: 13,422 shares; 2026Q2: 13,821 shares 13,821 $7.79M 0.66% +399 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 446 shares; 2026Q1: 384 shares; 2026Q2: 102,252 shares 102,252 $7.61M 0.64% +101,868 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,689 shares; 2024Q4: 28,767 shares; 2025Q1: 29,568 shares; 2025Q2: 31,117 shares; 2025Q3: 31,392 shares; 2025Q4: 29,109 shares; 2026Q1: 25,969 shares; 2026Q2: 24,087 shares 24,087 $7.38M 0.62% -1,882 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: 19 shares; 2026Q1: 68 shares; 2026Q2: 3,233 shares 3,233 $7.35M 0.62% +3,165 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 790 shares; 2026Q1: 1,505 shares; 2026Q2: 63,558 shares 63,558 $7.3M 0.62% +62,053 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 964 shares; 2025Q4: 1,837 shares; 2026Q1: 30,471 shares; 2026Q2: 30,315 shares 30,315 $7.2M 0.61% -156 Timeline SCHP 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: 167,022 shares; 2024Q4: 316,547 shares; 2025Q1: 335,471 shares; 2025Q2: 329,841 shares; 2025Q3: 332,489 shares; 2025Q4: 299,799 shares; 2026Q1: 280,432 shares; 2026Q2: 267,114 shares 267,114 $7.08M 0.6% -13,318 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,465 shares; 2025Q1: 831 shares; 2025Q2: 786 shares; 2025Q3: 924 shares; 2025Q4: 932 shares; 2026Q1: 46,180 shares; 2026Q2: 45,036 shares 45,036 $6.59M 0.56% -1,144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 16 shares; 2026Q1: 39 shares; 2026Q2: 24,312 shares 24,312 $6.52M 0.55% +24,273 Timeline SPTI 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: 178,033 shares; 2024Q4: 172,418 shares; 2025Q1: 127,308 shares; 2025Q2: 124,701 shares; 2025Q3: 123,480 shares; 2025Q4: 124,599 shares; 2026Q1: 247,921 shares; 2026Q2: 227,847 shares 227,847 $6.47M 0.55% -20,074 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 77,403 shares 77,403 $6.31M 0.53% +77,398 Timeline SCHC 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: 175,999 shares; 2024Q4: 174,299 shares; 2025Q1: 186,842 shares; 2025Q2: 189,710 shares; 2025Q3: 190,534 shares; 2025Q4: 174,687 shares; 2026Q1: 162,315 shares; 2026Q2: 128,878 shares 128,878 $6.2M 0.53% -33,437 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: 10,205 shares; 2024Q4: 9,940 shares; 2025Q1: 9,724 shares; 2025Q2: 9,334 shares; 2025Q3: 9,630 shares; 2025Q4: 9,638 shares; 2026Q1: 6,113 shares; 2026Q2: 6,060 shares 6,060 $6.13M 0.52% -53 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: 18,264 shares; 2024Q4: 17,785 shares; 2025Q1: 17,560 shares; 2025Q2: 16,842 shares; 2025Q3: 18,164 shares; 2025Q4: 18,539 shares; 2026Q1: 18,493 shares; 2026Q2: 17,662 shares 17,662 $6.06M 0.51% -831 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: 7,535 shares; 2024Q4: 7,333 shares; 2025Q1: 7,073 shares; 2025Q2: 52 shares; 2025Q3: 689 shares; 2025Q4: 1,288 shares; 2026Q1: 5,061 shares; 2026Q2: 5,030 shares 5,030 $6.03M 0.51% -31 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 17 shares; 2026Q2: 7,022 shares 7,022 $6.03M 0.51% +7,005 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: 8,060 shares; 2024Q4: 7,846 shares; 2025Q1: 6,991 shares; 2025Q2: 5,916 shares; 2025Q3: 6,264 shares; 2025Q4: 6,324 shares; 2026Q1: 6,702 shares; 2026Q2: 6,339 shares 6,339 $5.93M 0.5% -363 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: 29,901 shares; 2024Q4: 29,087 shares; 2025Q1: 28,313 shares; 2025Q2: 27,462 shares; 2025Q3: 34,333 shares; 2025Q4: 41,262 shares; 2026Q1: 44,360 shares; 2026Q2: 24,615 shares 24,615 $5.87M 0.5% -19,745 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 242 shares; 2026Q1: 3,071 shares; 2026Q2: 2,923 shares 2,923 $5.82M 0.49% -148 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 47,006 shares; 2025Q1: 34,990 shares; 2025Q2: 149,044 shares; 2025Q3: 3,865 shares; 2025Q4: 3,307 shares; 2026Q1: 33,589 shares; 2026Q2: 70,033 shares 70,033 $5.75M 0.49% +36,444 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 234,167 shares; 2026Q2: 229,137 shares 229,137 $5.64M 0.48% -5,030 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,132 shares; 2024Q4: 118,890 shares; 2025Q1: 117,351 shares; 2025Q2: 114,737 shares; 2025Q3: 113,681 shares; 2025Q4: 109,312 shares; 2026Q1: 141,694 shares; 2026Q2: 135,004 shares 135,004 $5.33M 0.45% -6,690 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: 20,503 shares; 2024Q4: 19,033 shares; 2025Q1: 18,244 shares; 2025Q2: 17,970 shares; 2025Q3: 18,114 shares; 2025Q4: 18,016 shares; 2026Q1: 16,801 shares; 2026Q2: 12,326 shares 12,326 $5.25M 0.44% -4,475 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: not reported; 2024Q4: not reported; 2025Q1: 75,513 shares; 2025Q2: 71,799 shares; 2025Q3: 72,773 shares; 2025Q4: 70,677 shares; 2026Q1: 66,073 shares; 2026Q2: 70,503 shares 70,503 $5.24M 0.44% +4,430 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,253 shares; 2024Q4: 83,874 shares; 2025Q1: 89,589 shares; 2025Q2: 90,964 shares; 2025Q3: 91,470 shares; 2025Q4: 83,942 shares; 2026Q1: 76,323 shares; 2026Q2: 67,847 shares 67,847 $5.04M 0.43% -8,476 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 816 shares; 2026Q1: 9,880 shares; 2026Q2: 14,653 shares 14,653 $4.92M 0.42% +4,773 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: 66,771 shares; 2024Q4: 86,275 shares; 2025Q1: 92,004 shares; 2025Q2: 88,381 shares; 2025Q3: 89,512 shares; 2025Q4: 80,083 shares; 2026Q1: 74,879 shares; 2026Q2: 60,300 shares 60,300 $4.77M 0.4% -14,579 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,731 shares; 2024Q4: 7,529 shares; 2025Q1: 7,043 shares; 2025Q2: 6,751 shares; 2025Q3: 6,804 shares; 2025Q4: 6,602 shares; 2026Q1: 5,127 shares; 2026Q2: 4,697 shares 4,697 $4.6M 0.39% -430 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: 3,309 shares; 2026Q1: 6,158 shares; 2026Q2: 52,950 shares 52,950 $4.56M 0.39% +46,792 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: 20,802 shares; 2024Q4: 20,265 shares; 2025Q1: 19,770 shares; 2025Q2: 19,169 shares; 2025Q3: 18,867 shares; 2025Q4: 18,137 shares; 2026Q1: 17,075 shares; 2026Q2: 15,401 shares 15,401 $4.29M 0.36% -1,674 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187,751 shares; 2025Q3: 188,984 shares; 2025Q4: 172,025 shares; 2026Q1: 160,740 shares; 2026Q2: 156,786 shares 156,786 $4.27M 0.36% -3,954 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,224 shares; 2024Q4: 142,773 shares; 2025Q1: 109,868 shares; 2025Q2: 101,411 shares; 2025Q3: 100,786 shares; 2025Q4: 96,809 shares; 2026Q1: 92,729 shares; 2026Q2: 91,949 shares 91,949 $4.14M 0.35% -780 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: 47,789 shares; 2024Q4: 46,567 shares; 2025Q1: 46,184 shares; 2025Q2: 44,264 shares; 2025Q3: 45,542 shares; 2025Q4: 44,610 shares; 2026Q1: 43,137 shares; 2026Q2: 27,258 shares 27,258 $4.13M 0.35% -15,879 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 63 shares; 2026Q1: 13,756 shares; 2026Q2: 12,440 shares 12,440 $4.11M 0.35% -1,316 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares; 2025Q4: 531 shares; 2026Q1: 780 shares; 2026Q2: 3,463 shares 3,463 $4M 0.34% +2,683 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,078 shares; 2025Q4: 58,052 shares; 2026Q1: 129,012 shares; 2026Q2: 143,226 shares 143,226 $3.93M 0.33% +14,214 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,053 shares; 2024Q4: 3,493 shares; 2025Q1: 3,473 shares; 2025Q2: 49,913 shares; 2025Q3: 49,751 shares; 2025Q4: 48,123 shares; 2026Q1: 46,261 shares; 2026Q2: 42,010 shares 42,010 $3.87M 0.33% -4,251 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,563 shares; 2024Q4: 13,048 shares; 2025Q1: 13,407 shares; 2025Q2: 15,085 shares; 2025Q3: 15,218 shares; 2025Q4: 14,111 shares; 2026Q1: 12,529 shares; 2026Q2: 10,447 shares 10,447 $3.82M 0.32% -2,082 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,042 shares; 2025Q4: 5,950 shares; 2026Q1: 11,624 shares; 2026Q2: 17,422 shares 17,422 $3.8M 0.32% +5,798 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,333 shares; 2024Q4: 28,687 shares; 2025Q1: 26,980 shares; 2025Q2: 27,409 shares; 2025Q3: 30,279 shares; 2025Q4: 31,484 shares; 2026Q1: 34,027 shares; 2026Q2: 34,422 shares 34,422 $3.75M 0.32% +395 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: 11,562 shares; 2024Q4: 11,250 shares; 2025Q1: 10,932 shares; 2025Q2: 10,721 shares; 2025Q3: 10,849 shares; 2025Q4: 10,662 shares; 2026Q1: 10,098 shares; 2026Q2: 9,267 shares 9,267 $3.69M 0.31% -831 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: 4,175 shares; 2024Q4: 4,300 shares; 2025Q1: 4,960 shares; 2025Q2: 7,154 shares; 2025Q3: 7,825 shares; 2025Q4: 7,825 shares; 2026Q1: 8,147 shares; 2026Q2: 29,678 shares 29,678 $3.69M 0.31% +21,531 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,189 shares; 2025Q4: 21,435 shares; 2026Q1: 20,226 shares; 2026Q2: 18,281 shares 18,281 $3.68M 0.31% -1,945 Timeline VWOB 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: 54,452 shares; 2024Q4: 63,953 shares; 2025Q1: 67,999 shares; 2025Q2: 66,817 shares; 2025Q3: 67,437 shares; 2025Q4: 61,186 shares; 2026Q1: 57,351 shares; 2026Q2: 53,966 shares 53,966 $3.63M 0.31% -3,385 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,440 shares; 2025Q4: 32,717 shares; 2026Q1: 42,897 shares; 2026Q2: 77,338 shares 77,338 $3.57M 0.3% +34,441 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,454 shares; 2025Q4: 47,867 shares; 2026Q1: 106,701 shares; 2026Q2: 136,957 shares 136,957 $3.54M 0.3% +30,256 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,308 shares; 2024Q4: 53,102 shares; 2025Q1: 53,393 shares; 2025Q2: 47,436 shares; 2025Q3: 45,634 shares; 2025Q4: 44,731 shares; 2026Q1: 40,447 shares; 2026Q2: 36,770 shares 36,770 $3.51M 0.3% -3,677 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,509 shares; 2024Q4: 114,512 shares; 2025Q1: 114,100 shares; 2025Q2: 113,302 shares; 2025Q3: 123,430 shares; 2025Q4: 125,682 shares; 2026Q1: 74,354 shares; 2026Q2: 65,085 shares 65,085 $3.49M 0.3% -9,269 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: 15,095 shares; 2024Q4: 16,913 shares; 2025Q1: 17,716 shares; 2025Q2: 17,428 shares; 2025Q3: 17,496 shares; 2025Q4: 17,128 shares; 2026Q1: 16,269 shares; 2026Q2: 14,713 shares 14,713 $3.48M 0.29% -1,556 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,714 shares; 2024Q4: 24,031 shares; 2025Q1: 24,716 shares; 2025Q2: 28,169 shares; 2025Q3: 30,188 shares; 2025Q4: 60,441 shares; 2026Q1: 57,098 shares; 2026Q2: 65,451 shares 65,451 $3.48M 0.29% +8,353 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,703 shares; 2024Q4: 39,529 shares; 2025Q1: 40,414 shares; 2025Q2: 40,330 shares; 2025Q3: 41,822 shares; 2025Q4: 41,313 shares; 2026Q1: 36,565 shares; 2026Q2: 32,327 shares 32,327 $3.46M 0.29% -4,238 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: 4,754 shares; 2024Q4: 5,032 shares; 2025Q1: 5,266 shares; 2025Q2: 4,781 shares; 2025Q3: 5,484 shares; 2025Q4: 5,208 shares; 2026Q1: 1,098 shares; 2026Q2: 11,542 shares 11,542 $3.44M 0.29% +10,444 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 36,015 shares; 2025Q1: 33,947 shares; 2025Q2: 34,492 shares; 2025Q3: 33,288 shares; 2025Q4: 32,327 shares; 2026Q1: 31,547 shares; 2026Q2: 31,052 shares 31,052 $3.4M 0.29% -495 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: not reported; 2024Q4: not reported; 2025Q1: 53,737 shares; 2025Q2: 51,587 shares; 2025Q3: 53,069 shares; 2025Q4: 53,516 shares; 2026Q1: 50,246 shares; 2026Q2: 47,020 shares 47,020 $3.39M 0.29% -3,226 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: not reported; 2024Q4: not reported; 2025Q1: 34,822 shares; 2025Q2: 34,537 shares; 2025Q3: 33,208 shares; 2025Q4: 32,290 shares; 2026Q1: 31,386 shares; 2026Q2: 28,734 shares 28,734 $3.28M 0.28% -2,652 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,459 shares; 2024Q4: 14,209 shares; 2025Q1: 20,256 shares; 2025Q2: 20,115 shares; 2025Q3: 20,845 shares; 2025Q4: 25,916 shares; 2026Q1: 29,046 shares; 2026Q2: 20,623 shares 20,623 $3.27M 0.28% -8,423 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 5 shares; 2025Q4: 4 shares; 2026Q1: 15 shares; 2026Q2: 5,807 shares 5,807 $3.26M 0.28% +5,792 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,643 shares; 2024Q4: 34,628 shares; 2025Q1: 34,722 shares; 2025Q2: 33,475 shares; 2025Q3: 34,179 shares; 2025Q4: 33,313 shares; 2026Q1: 40,258 shares; 2026Q2: 36,835 shares 36,835 $3.23M 0.27% -3,423 Timeline CWB 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: 45,420 shares; 2024Q4: 52,314 shares; 2025Q1: 415 shares; 2025Q2: 400 shares; 2025Q3: 32,275 shares; 2025Q4: 31,232 shares; 2026Q1: 37,797 shares; 2026Q2: 29,693 shares 29,693 $3.2M 0.27% -8,104 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,058,693 shares; 2024Q4: 4,964,662 shares; 2025Q1: 4,860,603 shares; 2025Q2: 4,774,805 shares; 2025Q3: 4,280,438 shares; 2025Q4: 57,176 shares; 2026Q1: 70,303 shares; 2026Q2: 67,251 shares 67,251 $3.18M 0.27% -3,052 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 22 shares; 2026Q1: 260 shares; 2026Q2: 8,025 shares 8,025 $3.17M 0.27% +7,765 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,192 shares; 2024Q4: 8,952 shares; 2025Q1: 8,760 shares; 2025Q2: 8,435 shares; 2025Q3: 8,356 shares; 2025Q4: 8,048 shares; 2026Q1: 7,634 shares; 2026Q2: 6,921 shares 6,921 $3.14M 0.27% -713 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,467 shares; 2025Q4: 14,922 shares; 2026Q1: 17,083 shares; 2026Q2: 22,154 shares 22,154 $3.05M 0.26% +5,071 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,498 shares; 2024Q4: 15,715 shares; 2025Q1: 15,144 shares; 2025Q2: 15,081 shares; 2025Q3: 15,914 shares; 2025Q4: 24,592 shares; 2026Q1: 23,864 shares; 2026Q2: 30,020 shares 30,020 $2.97M 0.25% +6,156 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,372 shares; 2025Q4: 78,229 shares; 2026Q1: 96,304 shares; 2026Q2: 107,047 shares 107,047 $2.97M 0.25% +10,743 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,669 shares; 2025Q4: 6,576 shares; 2026Q1: 20,631 shares; 2026Q2: 99,557 shares 99,557 $2.94M 0.25% +78,926 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: 8,337 shares; 2024Q4: 7,524 shares; 2025Q1: 7,578 shares; 2025Q2: 6,658 shares; 2025Q3: 7,170 shares; 2025Q4: 6,827 shares; 2026Q1: 7,777 shares; 2026Q2: 8,488 shares 8,488 $2.78M 0.24% +711 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: 3,020 shares; 2024Q4: 2,805 shares; 2025Q1: 2,740 shares; 2025Q2: 3,539 shares; 2025Q3: 3,436 shares; 2025Q4: 4,171 shares; 2026Q1: 6,364 shares; 2026Q2: 6,539 shares 6,539 $2.72M 0.23% +175 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,848 shares; 2024Q4: 41,176 shares; 2025Q1: 52,026 shares; 2025Q2: 60,818 shares; 2025Q3: 60,738 shares; 2025Q4: 61,605 shares; 2026Q1: 60,051 shares; 2026Q2: 52,929 shares 52,929 $2.71M 0.23% -7,122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,669 shares; 2025Q4: 20,110 shares; 2026Q1: 41,004 shares; 2026Q2: 54,227 shares 54,227 $2.68M 0.23% +13,223 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,870 shares; 2024Q4: 22,670 shares; 2025Q1: 25,448 shares; 2025Q2: 27,121 shares; 2025Q3: 27,753 shares; 2025Q4: 25,881 shares; 2026Q1: 28,214 shares; 2026Q2: 25,817 shares 25,817 $2.6M 0.22% -2,397 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,379 shares; 2024Q4: 45,006 shares; 2025Q1: 50,605 shares; 2025Q2: 53,539 shares; 2025Q3: 59,767 shares; 2025Q4: 56,603 shares; 2026Q1: 53,399 shares; 2026Q2: 49,835 shares 49,835 $2.54M 0.22% -3,564 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,903 shares; 2024Q4: 46,309 shares; 2025Q1: 52,067 shares; 2025Q2: 55,224 shares; 2025Q3: 56,182 shares; 2025Q4: 52,746 shares; 2026Q1: 53,051 shares; 2026Q2: 51,303 shares 51,303 $2.54M 0.22% -1,748 Timeline KBWB 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: 44,610 shares; 2024Q4: 45,732 shares; 2025Q1: 46,862 shares; 2025Q2: 36,323 shares; 2025Q3: 37,091 shares; 2025Q4: 37,427 shares; 2026Q1: 32,923 shares; 2026Q2: 27,299 shares 27,299 $2.54M 0.21% -5,624 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,584 shares; 2024Q4: 49,487 shares; 2025Q1: 51,937 shares; 2025Q2: 51,207 shares; 2025Q3: 51,574 shares; 2025Q4: 50,290 shares; 2026Q1: 48,187 shares; 2026Q2: 43,589 shares 43,589 $2.54M 0.21% -4,598 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,445 shares; 2024Q4: 40,752 shares; 2025Q1: 38,429 shares; 2025Q2: 461 shares; 2025Q3: 34,231 shares; 2025Q4: 33,150 shares; 2026Q1: 32,363 shares; 2026Q2: 31,687 shares 31,687 $2.53M 0.21% -676 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,599 shares; 2024Q4: 45,144 shares; 2025Q1: 50,685 shares; 2025Q2: 53,998 shares; 2025Q3: 54,921 shares; 2025Q4: 51,475 shares; 2026Q1: 51,641 shares; 2026Q2: 50,139 shares 50,139 $2.52M 0.21% -1,502 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,939 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: 16,370 shares; 2026Q1: 9,698 shares; 2026Q2: 8,766 shares 8,766 $2.5M 0.21% -932 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 8,606 shares; 2026Q1: 9,303 shares; 2026Q2: 8,288 shares 8,288 $2.5M 0.21% -1,015 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,249 shares; 2025Q4: 64,844 shares; 2026Q1: 67,243 shares; 2026Q2: 21,034 shares 21,034 $2.45M 0.21% -46,209 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,569 shares; 2025Q4: 29,527 shares; 2026Q1: 28,460 shares; 2026Q2: 35,960 shares 35,960 $2.45M 0.21% +7,500 Timeline VNQI 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: 56,283 shares; 2024Q4: 55,688 shares; 2025Q1: 60,366 shares; 2025Q2: 66,540 shares; 2025Q3: 67,565 shares; 2025Q4: 62,628 shares; 2026Q1: 58,376 shares; 2026Q2: 53,202 shares 53,202 $2.39M 0.2% -5,174 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,018 shares; 2025Q4: 10,166 shares; 2026Q1: 10,051 shares; 2026Q2: 10,479 shares 10,479 $2.38M 0.2% +428 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,583 shares; 2025Q4: 20,280 shares; 2026Q1: 40,657 shares; 2026Q2: 53,188 shares 53,188 $2.37M 0.2% +12,531 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,637 shares; 2025Q4: 115,412 shares; 2026Q1: 109,308 shares; 2026Q2: 13,387 shares 13,387 $2.36M 0.2% -95,921 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,702 shares; 2024Q4: 52,689 shares; 2025Q1: 50,361 shares; 2025Q2: 49,066 shares; 2025Q3: 48,532 shares; 2025Q4: 48,809 shares; 2026Q1: 46,404 shares; 2026Q2: 45,370 shares 45,370 $2.31M 0.2% -1,034 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 1,810 shares; 2025Q4: 2,398 shares; 2026Q1: 4,275 shares; 2026Q2: 6,505 shares 6,505 $2.3M 0.19% +2,230 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,988 shares; 2024Q4: 55,882 shares; 2025Q1: 53,598 shares; 2025Q2: 50,915 shares; 2025Q3: 48,467 shares; 2025Q4: 46,719 shares; 2026Q1: 32,533 shares; 2026Q2: 30,570 shares 30,570 $2.29M 0.19% -1,963 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,101 shares; 2026Q1: 4,776 shares; 2026Q2: 4,279 shares 4,279 $2.25M 0.19% -497 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,604 shares; 2025Q4: 20,355 shares; 2026Q1: 44,506 shares; 2026Q2: 63,759 shares 63,759 $2.25M 0.19% +19,253 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,997 shares; 2024Q4: 5,465 shares; 2025Q1: 5,732 shares; 2025Q2: 5,646 shares; 2025Q3: 5,799 shares; 2025Q4: 10,854 shares; 2026Q1: 9,000 shares; 2026Q2: 14,095 shares 14,095 $2.23M 0.19% +5,095 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,467 shares; 2025Q4: 58,555 shares; 2026Q1: 59,202 shares; 2026Q2: 65,619 shares 65,619 $2.22M 0.19% +6,417 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,408 shares; 2024Q4: 4,164 shares; 2025Q1: 4,299 shares; 2025Q2: 4,110 shares; 2025Q3: 3,751 shares; 2025Q4: 3,345 shares; 2026Q1: 2,462 shares; 2026Q2: 2,055 shares 2,055 $2.19M 0.19% -407 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: 16,018 shares; 2024Q4: 15,291 shares; 2025Q1: 15,360 shares; 2025Q2: 14,743 shares; 2025Q3: 14,778 shares; 2025Q4: 3,846 shares; 2026Q1: 5,102 shares; 2026Q2: 6,181 shares 6,181 $2.18M 0.18% +1,079 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,257 shares; 2025Q4: 7,851 shares; 2026Q1: 14,121 shares; 2026Q2: 21,141 shares 21,141 $2.18M 0.18% +7,020 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: 100 shares; 2024Q4: 1,656 shares; 2025Q1: 1,632 shares; 2025Q2: 3,278 shares; 2025Q3: 14,107 shares; 2025Q4: 14,569 shares; 2026Q1: 16,866 shares; 2026Q2: 16,868 shares 16,868 $2.17M 0.18% +2 Timeline SPTL 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: 144,961 shares; 2024Q4: 140,330 shares; 2025Q1: 133,858 shares; 2025Q2: 130,659 shares; 2025Q3: 131,246 shares; 2025Q4: 88,230 shares; 2026Q1: 84,683 shares; 2026Q2: 82,151 shares 82,151 $2.15M 0.18% -2,532 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: 4,997 shares; 2024Q4: 5,607 shares; 2025Q1: 4,722 shares; 2025Q2: 4,734 shares; 2025Q3: 6,789 shares; 2025Q4: 7,571 shares; 2026Q1: 7,013 shares; 2026Q2: 8,498 shares 8,498 $2.14M 0.18% +1,485 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,228 shares; 2024Q4: 26,781 shares; 2025Q1: 26,833 shares; 2025Q2: 25,808 shares; 2025Q3: 26,140 shares; 2025Q4: 27,382 shares; 2026Q1: 25,700 shares; 2026Q2: 22,701 shares 22,701 $2.12M 0.18% -2,999 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 3,366 shares; 2026Q1: 3,912 shares; 2026Q2: 4,985 shares 4,985 $2.1M 0.18% +1,073 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: 16,533 shares; 2024Q4: 19,694 shares; 2025Q1: 20,999 shares; 2025Q2: 19,157 shares; 2025Q3: 12,199 shares; 2025Q4: 11,989 shares; 2026Q1: 9,752 shares; 2026Q2: 8,121 shares 8,121 $2.07M 0.18% -1,631 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: 6,908 shares; 2024Q4: 5,810 shares; 2025Q1: 6,357 shares; 2025Q2: 6,125 shares; 2025Q3: 5,889 shares; 2025Q4: 6,602 shares; 2026Q1: 8,240 shares; 2026Q2: 8,155 shares 8,155 $2.01M 0.17% -85 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,541 shares; 2024Q4: 1,427 shares; 2025Q1: 1,356 shares; 2025Q2: 1,227 shares; 2025Q3: 1,636 shares; 2025Q4: 2,484 shares; 2026Q1: 3,776 shares; 2026Q2: 4,162 shares 4,162 $1.99M 0.17% +386 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 2,511 shares; 2026Q1: 5,805 shares; 2026Q2: 25,754 shares 25,754 $1.99M 0.17% +19,949 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,513 shares; 2024Q4: 9,796 shares; 2025Q1: 11,286 shares; 2025Q2: 17,409 shares; 2025Q3: 19,039 shares; 2025Q4: 18,802 shares; 2026Q1: 18,925 shares; 2026Q2: 18,143 shares 18,143 $1.98M 0.17% -782 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,352 shares; 2025Q4: 40,276 shares; 2026Q1: 87,331 shares; 2026Q2: 74,295 shares 74,295 $1.96M 0.17% -13,036 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: 6,256 shares; 2024Q4: 6,163 shares; 2025Q1: 6,081 shares; 2025Q2: 5,821 shares; 2025Q3: 10,016 shares; 2025Q4: 11,065 shares; 2026Q1: 34,106 shares; 2026Q2: 32,347 shares 32,347 $1.96M 0.17% -1,759 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,571 shares; 2024Q4: 80,779 shares; 2025Q1: 77,487 shares; 2025Q2: 75,516 shares; 2025Q3: 74,895 shares; 2025Q4: 106,580 shares; 2026Q1: 99,057 shares; 2026Q2: 93,164 shares 93,164 $1.94M 0.16% -5,893 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 20,846 shares; 2025Q3: 21,174 shares; 2025Q4: 42,440 shares; 2026Q1: 50,726 shares; 2026Q2: 42,208 shares 42,208 $1.91M 0.16% -8,518 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: 10,458 shares; 2024Q4: 11,204 shares; 2025Q1: 10,569 shares; 2025Q2: 10,202 shares; 2025Q3: 10,237 shares; 2025Q4: 9,161 shares; 2026Q1: 8,194 shares; 2026Q2: 7,490 shares 7,490 $1.9M 0.16% -704 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: 27,317 shares; 2024Q4: 22,428 shares; 2025Q1: 18,826 shares; 2025Q2: 14,808 shares; 2025Q3: 16,393 shares; 2025Q4: 16,421 shares; 2026Q1: 18,798 shares; 2026Q2: 15,892 shares 15,892 $1.87M 0.16% -2,906 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,518 shares; 2025Q4: 52,865 shares; 2026Q1: 60,647 shares; 2026Q2: 71,645 shares 71,645 $1.86M 0.16% +10,998 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: 58,512 shares; 2024Q4: 60,754 shares; 2025Q1: 62,451 shares; 2025Q2: 65,039 shares; 2025Q3: 65,619 shares; 2025Q4: 61,040 shares; 2026Q1: 54,744 shares; 2026Q2: 2,511 shares 2,511 $1.85M 0.16% -52,233 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,165 shares; 2024Q4: 9,460 shares; 2025Q1: 9,611 shares; 2025Q2: 9,061 shares; 2025Q3: 10,942 shares; 2025Q4: 12,460 shares; 2026Q1: 11,415 shares; 2026Q2: 9,968 shares 9,968 $1.85M 0.16% -1,447 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,965 shares; 2024Q4: 66,113 shares; 2025Q1: 40,886 shares; 2025Q2: 40,971 shares; 2025Q3: 41,689 shares; 2025Q4: 41,390 shares; 2026Q1: 37,567 shares; 2026Q2: 31,167 shares 31,167 $1.84M 0.16% -6,400 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: 16,845 shares; 2024Q4: 15,160 shares; 2025Q1: 13,059 shares; 2025Q2: 12,660 shares; 2025Q3: 12,996 shares; 2025Q4: 12,828 shares; 2026Q1: 12,876 shares; 2026Q2: 14,368 shares 14,368 $1.82M 0.15% +1,492 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,153 shares; 2025Q4: 24,656 shares; 2026Q1: 25,429 shares; 2026Q2: 21,575 shares 21,575 $1.79M 0.15% -3,854 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 6,947 shares; 2025Q4: 10,601 shares; 2026Q1: 16,597 shares; 2026Q2: 29,883 shares 29,883 $1.78M 0.15% +13,286 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: 5,941 shares; 2024Q4: 5,931 shares; 2025Q1: 6,197 shares; 2025Q2: 6,800 shares; 2025Q3: 7,401 shares; 2025Q4: 7,936 shares; 2026Q1: 12,781 shares; 2026Q2: 9,458 shares 9,458 $1.75M 0.15% -3,323 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 489 shares; 2026Q1: 1,489 shares; 2026Q2: 2,391 shares 2,391 $1.73M 0.15% +902 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,299 shares; 2024Q4: 34,010 shares; 2025Q1: 29,299 shares; 2025Q2: 29,438 shares; 2025Q3: 30,039 shares; 2025Q4: 30,183 shares; 2026Q1: 26,820 shares; 2026Q2: 22,399 shares 22,399 $1.71M 0.14% -4,421 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4,824 shares; 2025Q4: 7,977 shares; 2026Q1: 13,088 shares; 2026Q2: 17,370 shares 17,370 $1.68M 0.14% +4,282 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: 2,813 shares; 2026Q1: 3,231 shares; 2026Q2: 4,837 shares 4,837 $1.66M 0.14% +1,606 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,781 shares; 2024Q4: 24,090 shares; 2025Q1: 31,150 shares; 2025Q2: 30,017 shares; 2025Q3: 30,425 shares; 2025Q4: 29,953 shares; 2026Q1: 27,434 shares; 2026Q2: 23,859 shares 23,859 $1.66M 0.14% -3,575 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: 4,517 shares; 2024Q4: 10,848 shares; 2025Q1: 11,009 shares; 2025Q2: 9,660 shares; 2025Q3: 10,604 shares; 2025Q4: 9,287 shares; 2026Q1: 9,974 shares; 2026Q2: 9,782 shares 9,782 $1.62M 0.14% -192 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,865 shares; 2025Q4: 7,314 shares; 2026Q1: 16,033 shares; 2026Q2: 20,694 shares 20,694 $1.61M 0.14% +4,661 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 2,449 shares; 2026Q1: 7,743 shares; 2026Q2: 27,198 shares 27,198 $1.59M 0.13% +19,455 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,031 shares; 2025Q4: 3,014 shares; 2026Q1: 3,043 shares; 2026Q2: 3,657 shares 3,657 $1.59M 0.13% +614 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: 6,102 shares; 2024Q4: 6,103 shares; 2025Q1: 5,709 shares; 2025Q2: 5,693 shares; 2025Q3: 6,984 shares; 2025Q4: 8,203 shares; 2026Q1: 9,974 shares; 2026Q2: 10,787 shares 10,787 $1.58M 0.13% +813 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 659 shares; 2026Q1: 164 shares; 2026Q2: 4,245 shares 4,245 $1.57M 0.13% +4,081 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,362 shares; 2024Q4: 13,168 shares; 2025Q1: 15,041 shares; 2025Q2: 14,452 shares; 2025Q3: 13,922 shares; 2025Q4: 14,471 shares; 2026Q1: 14,898 shares; 2026Q2: 15,015 shares 15,015 $1.56M 0.13% +117 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,799 shares; 2025Q4: 10,261 shares; 2026Q1: 13,067 shares; 2026Q2: 16,479 shares 16,479 $1.56M 0.13% +3,412 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 117 shares; 2026Q1: 36,184 shares; 2026Q2: 33,520 shares 33,520 $1.53M 0.13% -2,664 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,445 shares; 2025Q4: 22,949 shares; 2026Q1: 30,812 shares; 2026Q2: 29,100 shares 29,100 $1.52M 0.13% -1,712 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: 26,388 shares; 2024Q4: 23,824 shares; 2025Q1: 24,065 shares; 2025Q2: 25,810 shares; 2025Q3: 27,583 shares; 2025Q4: 26,218 shares; 2026Q1: 25,659 shares; 2026Q2: 26,390 shares 26,390 $1.52M 0.13% +731 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,054 shares; 2024Q4: 27,960 shares; 2025Q1: 28,451 shares; 2025Q2: 21,752 shares; 2025Q3: 22,318 shares; 2025Q4: 21,712 shares; 2026Q1: 21,120 shares; 2026Q2: 20,098 shares 20,098 $1.48M 0.13% -1,022 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: 5,468 shares; 2024Q4: 5,405 shares; 2025Q1: 4,670 shares; 2025Q2: 3,698 shares; 2025Q3: 6,524 shares; 2025Q4: 7,110 shares; 2026Q1: 7,791 shares; 2026Q2: 8,061 shares 8,061 $1.47M 0.12% +270 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: 3,960 shares; 2024Q4: 3,284 shares; 2025Q1: 3,469 shares; 2025Q2: 3,398 shares; 2025Q3: 2,863 shares; 2025Q4: 2,760 shares; 2026Q1: 2,230 shares; 2026Q2: 2,054 shares 2,054 $1.47M 0.12% -176 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: 13,520 shares; 2024Q4: 15,703 shares; 2025Q1: 14,083 shares; 2025Q2: 13,535 shares; 2025Q3: 15,327 shares; 2025Q4: 16,468 shares; 2026Q1: 16,813 shares; 2026Q2: 17,731 shares 17,731 $1.44M 0.12% +918 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: 47,952 shares; 2024Q4: 14,310 shares; 2025Q1: 15,075 shares; 2025Q2: 14,495 shares; 2025Q3: 14,305 shares; 2025Q4: 14,248 shares; 2026Q1: 14,086 shares; 2026Q2: 10,095 shares 10,095 $1.38M 0.12% -3,991 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,596 shares; 2025Q4: 20,587 shares; 2026Q1: 24,427 shares; 2026Q2: 25,930 shares 25,930 $1.37M 0.12% +1,503 Timeline JEMB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,636 shares; 2026Q2: 25,366 shares 25,366 $1.36M 0.12% +2,730 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,564 shares; 2025Q4: 14,034 shares; 2026Q1: 29,045 shares; 2026Q2: 35,849 shares 35,849 $1.36M 0.12% +6,804 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: 3,945 shares; 2024Q4: 4,051 shares; 2025Q1: 4,109 shares; 2025Q2: 4,071 shares; 2025Q3: 4,740 shares; 2025Q4: 4,744 shares; 2026Q1: 4,909 shares; 2026Q2: 4,992 shares 4,992 $1.36M 0.11% +83 Timeline SPBO 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: 60,794 shares; 2024Q4: 59,015 shares; 2025Q1: 56,472 shares; 2025Q2: 55,478 shares; 2025Q3: 55,009 shares; 2025Q4: 52,975 shares; 2026Q1: 50,127 shares; 2026Q2: 45,779 shares 45,779 $1.33M 0.11% -4,348 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,414 shares; 2024Q4: 102,599 shares; 2025Q1: 117,861 shares; 2025Q2: 114,901 shares; 2025Q3: 104,524 shares; 2025Q4: 101,327 shares; 2026Q1: 98,570 shares; 2026Q2: 82,531 shares 82,531 $1.31M 0.11% -16,039 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,234 shares; 2024Q4: 8,277 shares; 2025Q1: 6,722 shares; 2025Q2: 6,292 shares; 2025Q3: 6,928 shares; 2025Q4: 6,542 shares; 2026Q1: 18,278 shares; 2026Q2: 16,935 shares 16,935 $1.27M 0.11% -1,343 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457 shares; 2025Q4: not reported; 2026Q1: 7,737 shares; 2026Q2: 10,132 shares 10,132 $1.26M 0.11% +2,395 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 10,973 shares; 2026Q1: 18,889 shares; 2026Q2: 30,349 shares 30,349 $1.25M 0.11% +11,460 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: 9,544 shares; 2024Q4: 9,243 shares; 2025Q1: 9,205 shares; 2025Q2: 8,726 shares; 2025Q3: 17,354 shares; 2025Q4: 90,330 shares; 2026Q1: 86,432 shares; 2026Q2: 15,105 shares 15,105 $1.25M 0.11% -71,327 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,936 shares; 2024Q4: 12,499 shares; 2025Q1: 11,942 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 125 shares; 2026Q1: 92 shares; 2026Q2: 3,722 shares 3,722 $1.25M 0.11% +3,630 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: 35 shares; 2024Q4: 28 shares; 2025Q1: 14,818 shares; 2025Q2: 14,700 shares; 2025Q3: 21,054 shares; 2025Q4: 23,065 shares; 2026Q1: 28,779 shares; 2026Q2: 29,411 shares 29,411 $1.25M 0.11% +632 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: 9 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 372 shares; 2025Q4: 444 shares; 2026Q1: 840 shares; 2026Q2: 2,115 shares 2,115 $1.23M 0.1% +1,275 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 61 shares; 2026Q2: 5,639 shares 5,639 $1.23M 0.1% +5,578 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,227 shares; 2024Q4: 63,261 shares; 2025Q1: 50,486 shares; 2025Q2: 26,627 shares; 2025Q3: 27,096 shares; 2025Q4: 27,226 shares; 2026Q1: 24,186 shares; 2026Q2: 21,236 shares 21,236 $1.22M 0.1% -2,950 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: 7,066 shares; 2024Q4: 6,937 shares; 2025Q1: 6,066 shares; 2025Q2: 5,773 shares; 2025Q3: 6,384 shares; 2025Q4: 6,917 shares; 2026Q1: 9,521 shares; 2026Q2: 8,738 shares 8,738 $1.22M 0.1% -783 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: 953 shares; 2025Q1: 1,021 shares; 2025Q2: 965 shares; 2025Q3: 1,071 shares; 2025Q4: 1,076 shares; 2026Q1: 1,282 shares; 2026Q2: 1,271 shares 1,271 $1.22M 0.1% -11 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,869 shares; 2025Q4: 16,549 shares; 2026Q1: 18,658 shares; 2026Q2: 15,860 shares 15,860 $1.21M 0.1% -2,798 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,518 shares; 2024Q4: 101,478 shares; 2025Q1: 96,867 shares; 2025Q2: 1,234 shares; 2025Q3: 17,252 shares; 2025Q4: 53,719 shares; 2026Q1: 47,634 shares; 2026Q2: 48,943 shares 48,943 $1.21M 0.1% +1,309 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,579 shares; 2025Q4: 39,340 shares; 2026Q1: 25,068 shares; 2026Q2: 26,717 shares 26,717 $1.21M 0.1% +1,649 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,945 shares; 2025Q4: 10,027 shares; 2026Q1: 20,824 shares; 2026Q2: 28,419 shares 28,419 $1.2M 0.1% +7,595 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,634 shares; 2026Q1: 17,030 shares; 2026Q2: 14,521 shares 14,521 $1.19M 0.1% -2,509 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: 14,049 shares; 2024Q4: 18,092 shares; 2025Q1: 18,622 shares; 2025Q2: 18,996 shares; 2025Q3: 18,633 shares; 2025Q4: 18,601 shares; 2026Q1: 20,322 shares; 2026Q2: 20,458 shares 20,458 $1.18M 0.1% +136 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: 6,724 shares; 2024Q4: 5,385 shares; 2025Q1: 5,531 shares; 2025Q2: 5,293 shares; 2025Q3: 5,265 shares; 2025Q4: 6,058 shares; 2026Q1: 5,857 shares; 2026Q2: 5,650 shares 5,650 $1.18M 0.1% -207 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 1,891 shares; 2026Q1: 2,424 shares; 2026Q2: 3,123 shares 3,123 $1.17M 0.1% +699 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,881 shares; 2024Q4: 10,717 shares; 2025Q1: 12,832 shares; 2025Q2: 14,262 shares; 2025Q3: 13,156 shares; 2025Q4: 13,441 shares; 2026Q1: 14,958 shares; 2026Q2: 15,952 shares 15,952 $1.16M 0.1% +994 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: 3,851 shares; 2024Q4: 3,697 shares; 2025Q1: 3,755 shares; 2025Q2: 3,719 shares; 2025Q3: 4,070 shares; 2025Q4: 3,828 shares; 2026Q1: 3,933 shares; 2026Q2: 4,288 shares 4,288 $1.16M 0.1% +355 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,490 shares; 2024Q4: 3,330 shares; 2025Q1: 11,695 shares; 2025Q2: 11,694 shares; 2025Q3: 11,455 shares; 2025Q4: 11,035 shares; 2026Q1: 11,109 shares; 2026Q2: 10,463 shares 10,463 $1.13M 0.1% -646 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,523 shares; 2024Q4: 58,383 shares; 2025Q1: 34,949 shares; 2025Q2: 35,325 shares; 2025Q3: 36,422 shares; 2025Q4: 37,332 shares; 2026Q1: 32,909 shares; 2026Q2: 28,754 shares 28,754 $1.12M 0.09% -4,155 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,667 shares; 2024Q4: 7,495 shares; 2025Q1: 6,561 shares; 2025Q2: 7,293 shares; 2025Q3: 9,170 shares; 2025Q4: 9,509 shares; 2026Q1: 10,443 shares; 2026Q2: 10,744 shares 10,744 $1.1M 0.09% +301 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: 5,438 shares; 2024Q4: 6,141 shares; 2025Q1: 6,458 shares; 2025Q2: 7,237 shares; 2025Q3: 6,896 shares; 2025Q4: 7,157 shares; 2026Q1: 7,561 shares; 2026Q2: 7,925 shares 7,925 $1.07M 0.09% +364 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,335 shares; 2024Q4: 8,240 shares; 2025Q1: 9,179 shares; 2025Q2: 8,911 shares; 2025Q3: 9,454 shares; 2025Q4: 9,341 shares; 2026Q1: 10,776 shares; 2026Q2: 11,603 shares 11,603 $1.06M 0.09% +827 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: 2 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,653 shares; 2025Q4: 11,444 shares; 2026Q1: 1,879 shares; 2026Q2: 2,066 shares 2,066 $1.06M 0.09% +187 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 13,732 shares; 2025Q1: 17 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 34 shares; 2026Q1: 23,483 shares; 2026Q2: 20,869 shares 20,869 $1.06M 0.09% -2,614 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,040 shares; 2024Q4: 6,604 shares; 2025Q1: 7,219 shares; 2025Q2: 7,555 shares; 2025Q3: 8,338 shares; 2025Q4: 8,078 shares; 2026Q1: 7,780 shares; 2026Q2: 8,097 shares 8,097 $1.05M 0.09% +317 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: 3,029 shares; 2025Q4: 4,458 shares; 2026Q1: 30,080 shares; 2026Q2: 45,917 shares 45,917 $1.05M 0.09% +15,837 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: 15 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 2,311 shares; 2025Q4: 2,459 shares; 2026Q1: 3,485 shares; 2026Q2: 3,652 shares 3,652 $1.01M 0.09% +167 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,410 shares; 2024Q4: 12,403 shares; 2025Q1: 8,734 shares; 2025Q2: 4,295 shares; 2025Q3: 4,985 shares; 2025Q4: 9,951 shares; 2026Q1: 11,111 shares; 2026Q2: 8,406 shares 8,406 $986K 0.08% -2,705 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 4,572 shares; 2025Q4: 9,539 shares; 2026Q1: 10,186 shares; 2026Q2: 9,627 shares 9,627 $966K 0.08% -559 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,775 shares; 2024Q4: 12,039 shares; 2025Q1: 12,540 shares; 2025Q2: 12,018 shares; 2025Q3: 12,506 shares; 2025Q4: 11,616 shares; 2026Q1: 11,242 shares; 2026Q2: 11,583 shares 11,583 $957K 0.08% +341 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 4,149 shares; 2025Q1: 4,074 shares; 2025Q2: 3,577 shares; 2025Q3: 3,850 shares; 2025Q4: 3,908 shares; 2026Q1: 4,051 shares; 2026Q2: 4,305 shares 4,305 $951K 0.08% +254 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,877 shares; 2026Q2: 18,827 shares 18,827 $948K 0.08% +4,950 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: 2,483 shares; 2025Q1: 2,254 shares; 2025Q2: 2,213 shares; 2025Q3: 2,537 shares; 2025Q4: 2,602 shares; 2026Q1: 2,813 shares; 2026Q2: 3,440 shares 3,440 $930K 0.08% +627 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: 2,047 shares; 2024Q4: 2,202 shares; 2025Q1: 2,224 shares; 2025Q2: 2,174 shares; 2025Q3: 2,630 shares; 2025Q4: 2,397 shares; 2026Q1: 1,754 shares; 2026Q2: 1,816 shares 1,816 $925K 0.08% +62 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,141 shares; 2024Q4: 10,107 shares; 2025Q1: 9,672 shares; 2025Q2: 8,569 shares; 2025Q3: 8,035 shares; 2025Q4: 7,738 shares; 2026Q1: 5,137 shares; 2026Q2: 4,759 shares 4,759 $922K 0.08% -378 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,145 shares 25,145 $920K 0.08% 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: 939 shares; 2024Q4: 1,126 shares; 2025Q1: 1,441 shares; 2025Q2: 1,495 shares; 2025Q3: 1,300 shares; 2025Q4: 2,206 shares; 2026Q1: 2,618 shares; 2026Q2: 2,687 shares 2,687 $917K 0.08% +69 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,388 shares; 2025Q1: 6,710 shares; 2025Q2: 6,597 shares; 2025Q3: 5,224 shares; 2025Q4: 4,557 shares; 2026Q1: 4,085 shares; 2026Q2: 3,504 shares 3,504 $913K 0.08% -581 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 1,243 shares; 2026Q1: 2,054 shares; 2026Q2: 3,005 shares 3,005 $911K 0.08% +951 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,447 shares; 2024Q4: 23,949 shares; 2025Q1: 26,553 shares; 2025Q2: 26,608 shares; 2025Q3: 27,123 shares; 2025Q4: 25,159 shares; 2026Q1: 14,463 shares; 2026Q2: 11,798 shares 11,798 $890K 0.08% -2,665 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: 2,244 shares; 2024Q4: 2,566 shares; 2025Q1: 2,618 shares; 2025Q2: 2,556 shares; 2025Q3: 2,252 shares; 2025Q4: 2,380 shares; 2026Q1: 2,371 shares; 2026Q2: 2,431 shares 2,431 $861K 0.07% +60 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,806 shares; 2026Q2: 26,971 shares 26,971 $857K 0.07% +8,165 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,350 shares; 2024Q4: 12,666 shares; 2025Q1: 12,147 shares; 2025Q2: 11,603 shares; 2025Q3: 10,933 shares; 2025Q4: 10,533 shares; 2026Q1: 6,554 shares; 2026Q2: 6,103 shares 6,103 $854K 0.07% -451 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,253 shares; 2025Q4: 10,514 shares; 2026Q1: 11,394 shares; 2026Q2: 11,789 shares 11,789 $852K 0.07% +395 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 608 shares; 2025Q1: 585 shares; 2025Q2: 549 shares; 2025Q3: 599 shares; 2025Q4: 634 shares; 2026Q1: 4,024 shares; 2026Q2: 3,969 shares 3,969 $841K 0.07% -55 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,559 shares; 2025Q4: 6,112 shares; 2026Q1: 11,927 shares; 2026Q2: 18,263 shares 18,263 $835K 0.07% +6,336 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,015 shares; 2024Q4: 16,321 shares; 2025Q1: 27,188 shares; 2025Q2: 27,060 shares; 2025Q3: 27,420 shares; 2025Q4: 27,150 shares; 2026Q1: 11,510 shares; 2026Q2: 10,039 shares 10,039 $834K 0.07% -1,471 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 904 shares; 2025Q2: 1,466 shares; 2025Q3: 3,222 shares; 2025Q4: 3,707 shares; 2026Q1: 13,489 shares; 2026Q2: 14,915 shares 14,915 $828K 0.07% +1,426 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 33 shares; 2025Q1: 15,333 shares; 2025Q2: 15,417 shares; 2025Q3: 14,512 shares; 2025Q4: 13,958 shares; 2026Q1: 127 shares; 2026Q2: 7,448 shares 7,448 $826K 0.07% +7,321 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 33,125 shares; 2025Q1: 31,567 shares; 2025Q2: 40,355 shares; 2025Q3: 40,930 shares; 2025Q4: 39,866 shares; 2026Q1: 1,166 shares; 2026Q2: 1,904 shares 1,904 $822K 0.07% +738 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,812 shares; 2025Q4: 8,843 shares; 2026Q1: 17,976 shares; 2026Q2: 24,755 shares 24,755 $817K 0.07% +6,779 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 1,290 shares; 2026Q1: 1,474 shares; 2026Q2: 1,960 shares 1,960 $803K 0.07% +486 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,405 shares; 2025Q4: 3,595 shares; 2026Q1: 8,341 shares; 2026Q2: 10,421 shares 10,421 $799K 0.07% +2,080 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: 157 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 63 shares; 2025Q3: 546 shares; 2025Q4: 1,369 shares; 2026Q1: 3,693 shares; 2026Q2: 5,636 shares 5,636 $787K 0.07% +1,943 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,617 shares; 2025Q4: 3,904 shares; 2026Q1: 8,847 shares; 2026Q2: 11,402 shares 11,402 $786K 0.07% +2,555 Timeline FPA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,598 shares 14,598 $781K 0.07% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares; 2025Q4: 2,530 shares; 2026Q1: 3,101 shares; 2026Q2: 2,767 shares 2,767 $778K 0.07% -334 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 2,898 shares; 2025Q1: 3,393 shares; 2025Q2: 3,341 shares; 2025Q3: 3,078 shares; 2025Q4: 2,956 shares; 2026Q1: 3,008 shares; 2026Q2: 3,244 shares 3,244 $774K 0.07% +236 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: not reported; 2024Q4: 1,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,885 shares; 2025Q4: 5,338 shares; 2026Q1: 8,155 shares; 2026Q2: 9,771 shares 9,771 $758K 0.06% +1,616 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 4,035 shares; 2025Q4: 6,049 shares; 2026Q1: 13,112 shares; 2026Q2: 15,995 shares 15,995 $749K 0.06% +2,883 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,170 shares; 2025Q1: 1,279 shares; 2025Q2: 932 shares; 2025Q3: 527 shares; 2025Q4: 432 shares; 2026Q1: 11,223 shares; 2026Q2: 8,134 shares 8,134 $742K 0.06% -3,089 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,043 shares; 2024Q4: 19,838 shares; 2025Q1: 18,894 shares; 2025Q2: 18,322 shares; 2025Q3: 17,980 shares; 2025Q4: 17,410 shares; 2026Q1: 15,512 shares; 2026Q2: 14,681 shares 14,681 $741K 0.06% -831 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,622 shares; 2024Q4: 5,511 shares; 2025Q1: 5,454 shares; 2025Q2: 5,272 shares; 2025Q3: 6,840 shares; 2025Q4: 8,561 shares; 2026Q1: 16,253 shares; 2026Q2: 15,890 shares 15,890 $741K 0.06% -363 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: 5,464 shares; 2024Q4: 5,313 shares; 2025Q1: 4,684 shares; 2025Q2: 5,000 shares; 2025Q3: 6,153 shares; 2025Q4: 62,729 shares; 2026Q1: 14,529 shares; 2026Q2: 10,360 shares 10,360 $740K 0.06% -4,169 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: 27 shares; 2024Q4: 23 shares; 2025Q1: 483 shares; 2025Q2: 933 shares; 2025Q3: 1,664 shares; 2025Q4: 2,412 shares; 2026Q1: 3,077 shares; 2026Q2: 3,367 shares 3,367 $736K 0.06% +290 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,649 shares 28,649 $734K 0.06% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 8,075 shares 8,075 $728K 0.06% +7,884 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: 65,959 shares; 2025Q1: 60,528 shares; 2025Q2: 63,085 shares; 2025Q3: 63,520 shares; 2025Q4: 62,397 shares; 2026Q1: 58,349 shares; 2026Q2: 4,252 shares 4,252 $722K 0.06% -54,097 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,971 shares; 2024Q4: 19 shares; 2025Q1: 4,689 shares; 2025Q2: 4,313 shares; 2025Q3: 4,687 shares; 2025Q4: 4,425 shares; 2026Q1: 11,385 shares; 2026Q2: 10,600 shares 10,600 $703K 0.06% -785 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,012 shares 14,012 $699K 0.06% new 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: 7,586 shares; 2024Q4: 8,904 shares; 2025Q1: 8,647 shares; 2025Q2: 7,341 shares; 2025Q3: 8,302 shares; 2025Q4: 7,337 shares; 2026Q1: 8,519 shares; 2026Q2: 8,888 shares 8,888 $698K 0.06% +369 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,119 shares; 2026Q1: 12,939 shares; 2026Q2: 12,067 shares 12,067 $688K 0.06% -872 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: 12,343 shares; 2024Q4: 12,291 shares; 2025Q1: 11,910 shares; 2025Q2: 9,948 shares; 2025Q3: 8,038 shares; 2025Q4: 7,734 shares; 2026Q1: 7,621 shares; 2026Q2: 3,619 shares 3,619 $687K 0.06% -4,002 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 4,394 shares; 2026Q1: 7,182 shares; 2026Q2: 20,261 shares 20,261 $685K 0.06% +13,079 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 228 shares; 2025Q3: 2,482 shares; 2025Q4: 2,372 shares; 2026Q1: 2,224 shares; 2026Q2: 2,353 shares 2,353 $684K 0.06% +129 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,208 shares; 2025Q4: 17,116 shares; 2026Q1: 20,292 shares; 2026Q2: 15,770 shares 15,770 $680K 0.06% -4,522 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 4,254 shares; 2025Q3: 4,683 shares; 2025Q4: 4,419 shares; 2026Q1: 11,434 shares; 2026Q2: 10,682 shares 10,682 $678K 0.06% -752 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,480 shares; 2024Q4: 21,630 shares; 2025Q1: 20,819 shares; 2025Q2: 20,935 shares; 2025Q3: 19,862 shares; 2025Q4: 18,767 shares; 2026Q1: 17,878 shares; 2026Q2: 16,522 shares 16,522 $666K 0.06% -1,356 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,455 shares; 2024Q4: 9,450 shares; 2025Q1: 9,093 shares; 2025Q2: 9,000 shares; 2025Q3: 8,500 shares; 2025Q4: 7,985 shares; 2026Q1: 7,429 shares; 2026Q2: 6,902 shares 6,902 $665K 0.06% -527 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,689 shares 23,689 $664K 0.06% 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: 354 shares; 2024Q4: 334 shares; 2025Q1: 331 shares; 2025Q2: 300 shares; 2025Q3: 1,283 shares; 2025Q4: 3,644 shares; 2026Q1: 4,621 shares; 2026Q2: 5,851 shares 5,851 $663K 0.06% +1,230 Timeline EBND 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: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 38,191 shares; 2025Q4: 35,909 shares; 2026Q1: 33,673 shares; 2026Q2: 31,389 shares 31,389 $657K 0.06% -2,284 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,717 shares; 2026Q1: 3,441 shares; 2026Q2: 4,593 shares 4,593 $652K 0.06% +1,152 Timeline WIP 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: 158 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 144 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 110 shares; 2026Q2: 16,299 shares 16,299 $642K 0.05% +16,189 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: 20,827 shares; 2024Q4: 20,305 shares; 2025Q1: 90 shares; 2025Q2: 60 shares; 2025Q3: 101 shares; 2025Q4: 47 shares; 2026Q1: 1,509 shares; 2026Q2: 2,275 shares 2,275 $640K 0.05% +766 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,525 shares; 2024Q4: 15,984 shares; 2025Q1: 15,626 shares; 2025Q2: 4,307 shares; 2025Q3: 4,541 shares; 2025Q4: 4,647 shares; 2026Q1: 4,422 shares; 2026Q2: 4,138 shares 4,138 $638K 0.05% -284 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: 4,760 shares; 2024Q4: 5,747 shares; 2025Q1: 5,091 shares; 2025Q2: 5,622 shares; 2025Q3: 8,006 shares; 2025Q4: 9,466 shares; 2026Q1: 14,711 shares; 2026Q2: 14,570 shares 14,570 $622K 0.05% -141 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,976 shares; 2025Q4: 10,170 shares; 2026Q1: 15,130 shares; 2026Q2: 11,972 shares 11,972 $622K 0.05% -3,158 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: 3,175 shares; 2026Q2: 3,264 shares 3,264 $619K 0.05% +89 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 678 shares; 2026Q2: 928 shares 928 $598K 0.05% +250 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,041 shares; 2026Q1: 7,282 shares; 2026Q2: 7,620 shares 7,620 $596K 0.05% +338 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,987 shares 6,987 $585K 0.05% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,916 shares; 2024Q4: 5,836 shares; 2025Q1: 5,746 shares; 2025Q2: 5,496 shares; 2025Q3: 8,687 shares; 2025Q4: 10,054 shares; 2026Q1: 13,618 shares; 2026Q2: 11,621 shares 11,621 $579K 0.05% -1,997 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 4,258 shares; 2026Q1: 7,935 shares; 2026Q2: 9,287 shares 9,287 $574K 0.05% +1,352 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,291 shares; 2024Q4: 13,927 shares; 2025Q1: 8,965 shares; 2025Q2: 8,430 shares; 2025Q3: 10,847 shares; 2025Q4: 8,767 shares; 2026Q1: 12,207 shares; 2026Q2: 9,513 shares 9,513 $542K 0.05% -2,694 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 892 shares; 2025Q4: 1,469 shares; 2026Q1: 1,992 shares; 2026Q2: 3,691 shares 3,691 $541K 0.05% +1,699 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,389 shares; 2024Q4: 4,552 shares; 2025Q1: 4,781 shares; 2025Q2: 4,716 shares; 2025Q3: 4,856 shares; 2025Q4: 4,965 shares; 2026Q1: 4,125 shares; 2026Q2: 3,444 shares 3,444 $531K 0.04% -681 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: 2,359 shares 2,359 $528K 0.04% new Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,585 shares; 2025Q4: 8,766 shares; 2026Q1: 16,843 shares; 2026Q2: 16,036 shares 16,036 $528K 0.04% -807 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 34 shares; 2026Q1: 83 shares; 2026Q2: 546 shares 546 $527K 0.04% +463 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 2,563 shares 2,563 $518K 0.04% +2,545 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,133 shares 10,133 $510K 0.04% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,821 shares; 2025Q4: 9,741 shares; 2026Q1: 10,588 shares; 2026Q2: 6,772 shares 6,772 $509K 0.04% -3,816 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 960 shares; 2025Q1: 728 shares; 2025Q2: 707 shares; 2025Q3: 812 shares; 2025Q4: 938 shares; 2026Q1: 1,693 shares; 2026Q2: 1,613 shares 1,613 $506K 0.04% -80 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482 shares; 2024Q4: 565 shares; 2025Q1: 537 shares; 2025Q2: 547 shares; 2025Q3: 704 shares; 2025Q4: 864 shares; 2026Q1: 921 shares; 2026Q2: 899 shares 899 $506K 0.04% -22 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: 8,174 shares; 2024Q4: 7,952 shares; 2025Q1: 7,851 shares; 2025Q2: 7,631 shares; 2025Q3: 7,715 shares; 2025Q4: 7,584 shares; 2026Q1: 941 shares; 2026Q2: 1,016 shares 1,016 $505K 0.04% +75 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: 2 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: 349 shares; 2026Q1: 2,403 shares; 2026Q2: 3,008 shares 3,008 $505K 0.04% +605 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: 5,704 shares; 2026Q1: 7,733 shares; 2026Q2: 8,215 shares 8,215 $494K 0.04% +482 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 110 shares; 2025Q4: 171 shares; 2026Q1: 1,693 shares; 2026Q2: 3,201 shares 3,201 $492K 0.04% +1,508 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: 2,222 shares 2,222 $491K 0.04% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,010 shares; 2024Q4: 23,363 shares; 2025Q1: 25,560 shares; 2025Q2: 26,822 shares; 2025Q3: 30,025 shares; 2025Q4: 32,727 shares; 2026Q1: 16,452 shares; 2026Q2: 19,928 shares 19,928 $489K 0.04% +3,476 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,852 shares; 2025Q4: 25,293 shares; 2026Q1: 1,511 shares; 2026Q2: 1,527 shares 1,527 $487K 0.04% +16 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: 11,699 shares; 2024Q4: 22,728 shares; 2025Q1: 22,002 shares; 2025Q2: 21,935 shares; 2025Q3: 21,592 shares; 2025Q4: 20,917 shares; 2026Q1: 1,162 shares; 2026Q2: 1,423 shares 1,423 $485K 0.04% +261 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,444 shares; 2025Q1: 1,371 shares; 2025Q2: 2,077 shares; 2025Q3: 2,490 shares; 2025Q4: 2,245 shares; 2026Q1: 3,591 shares; 2026Q2: 3,092 shares 3,092 $485K 0.04% -499 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,275 shares; 2026Q2: 16,527 shares 16,527 $479K 0.04% +9,252 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: 174 shares; 2025Q4: 308 shares; 2026Q1: 1,402 shares; 2026Q2: 747 shares 747 $478K 0.04% -655 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,731 shares; 2024Q4: 16,175 shares; 2025Q1: 15,757 shares; 2025Q2: 15,991 shares; 2025Q3: 16,129 shares; 2025Q4: 15,541 shares; 2026Q1: 15,980 shares; 2026Q2: 13,507 shares 13,507 $477K 0.04% -2,473 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 56 shares; 2026Q1: 105 shares; 2026Q2: 639 shares 639 $460K 0.04% +534 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 1,668 shares; 2025Q3: 1,847 shares; 2025Q4: 2,311 shares; 2026Q1: 2,883 shares; 2026Q2: 2,708 shares 2,708 $459K 0.04% -175 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 188 shares; 2026Q1: 126 shares; 2026Q2: 1,516 shares 1,516 $458K 0.04% +1,390 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,323 shares; 2024Q4: 5,012 shares; 2025Q1: 5,195 shares; 2025Q2: 4,848 shares; 2025Q3: 5,105 shares; 2025Q4: 5,057 shares; 2026Q1: 4,498 shares; 2026Q2: 3,753 shares 3,753 $457K 0.04% -745 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227 shares; 2026Q2: 2,696 shares 2,696 $443K 0.04% +2,469 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,176 shares; 2025Q4: 11,554 shares; 2026Q1: 9,800 shares; 2026Q2: 17,859 shares 17,859 $440K 0.04% +8,059 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: 287 shares; 2024Q4: 180 shares; 2025Q1: 179 shares; 2025Q2: 123 shares; 2025Q3: 1,578 shares; 2025Q4: 8,798 shares; 2026Q1: 19,579 shares; 2026Q2: 17,910 shares 17,910 $431K 0.04% -1,669 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: 275 shares; 2024Q4: 254 shares; 2025Q1: 144 shares; 2025Q2: 163 shares; 2025Q3: 282 shares; 2025Q4: 470 shares; 2026Q1: 779 shares; 2026Q2: 829 shares 829 $431K 0.04% +50 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413 shares; 2025Q4: 4,946 shares; 2026Q1: 6,206 shares; 2026Q2: 9,040 shares 9,040 $429K 0.04% +2,834 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: 1,555 shares; 2024Q4: 1,551 shares; 2025Q1: 1,523 shares; 2025Q2: 1,438 shares; 2025Q3: 1,463 shares; 2025Q4: 1,401 shares; 2026Q1: 1,653 shares; 2026Q2: 1,662 shares 1,662 $425K 0.04% +9 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,205 shares; 2024Q4: 4,801 shares; 2025Q1: 4,942 shares; 2025Q2: 4,621 shares; 2025Q3: 4,585 shares; 2025Q4: 4,627 shares; 2026Q1: 5,155 shares; 2026Q2: 1,284 shares 1,284 $424K 0.04% -3,871 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,207 shares; 2026Q1: 10,136 shares; 2026Q2: 16,568 shares 16,568 $424K 0.04% +6,432 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 2,409 shares; 2026Q1: 3,419 shares; 2026Q2: 5,447 shares 5,447 $413K 0.03% +2,028 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,513 shares; 2024Q4: 75 shares; 2025Q1: 67 shares; 2025Q2: 54 shares; 2025Q3: 76 shares; 2025Q4: 196 shares; 2026Q1: 85 shares; 2026Q2: 3,829 shares 3,829 $412K 0.03% +3,744 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: 20 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 12 shares; 2025Q3: 597 shares; 2025Q4: 673 shares; 2026Q1: 2,716 shares; 2026Q2: 1,132 shares 1,132 $410K 0.03% -1,584 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 2,202 shares; 2025Q3: 3,111 shares; 2025Q4: 3,518 shares; 2026Q1: 3,967 shares; 2026Q2: 3,370 shares 3,370 $409K 0.03% -597 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 3,328 shares; 2026Q1: 6,037 shares; 2026Q2: 8,562 shares 8,562 $404K 0.03% +2,525 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: 2,420 shares; 2026Q1: 3,133 shares; 2026Q2: 4,197 shares 4,197 $403K 0.03% +1,064 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: 12 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 918 shares; 2026Q1: 1,170 shares; 2026Q2: 16,340 shares 16,340 $394K 0.03% +15,170 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 1,870 shares; 2025Q1: 2,080 shares; 2025Q2: 2,338 shares; 2025Q3: 3,109 shares; 2025Q4: 3,799 shares; 2026Q1: 6,229 shares; 2026Q2: 4,755 shares 4,755 $394K 0.03% -1,474 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,674 shares; 2024Q4: 1,683 shares; 2025Q1: 1,671 shares; 2025Q2: 1,521 shares; 2025Q3: 1,626 shares; 2025Q4: 2,257 shares; 2026Q1: 2,047 shares; 2026Q2: 2,310 shares 2,310 $391K 0.03% +263 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: 70 shares; 2024Q4: 44 shares; 2025Q1: 20 shares; 2025Q2: 3 shares; 2025Q3: 418 shares; 2025Q4: 894 shares; 2026Q1: 2,460 shares; 2026Q2: 3,755 shares 3,755 $388K 0.03% +1,295 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,196 shares; 2025Q4: 3,709 shares; 2026Q1: 7,570 shares; 2026Q2: 10,315 shares 10,315 $386K 0.03% +2,745 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 173 shares; 2025Q1: 1,667 shares; 2025Q2: 1,596 shares; 2025Q3: 2,015 shares; 2025Q4: 2,814 shares; 2026Q1: 2,841 shares; 2026Q2: 9,338 shares 9,338 $386K 0.03% +6,497 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: 269 shares; 2024Q4: 230 shares; 2025Q1: 1,764 shares; 2025Q2: 3,130 shares; 2025Q3: 5,259 shares; 2025Q4: 7,717 shares; 2026Q1: 6,847 shares; 2026Q2: 6,068 shares 6,068 $382K 0.03% -779 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 1,281 shares; 2026Q1: 1,416 shares; 2026Q2: 1,879 shares 1,879 $377K 0.03% +463 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 168 shares; 2025Q1: 165 shares; 2025Q2: 163 shares; 2025Q3: 688 shares; 2025Q4: 870 shares; 2026Q1: 981 shares; 2026Q2: 936 shares 936 $377K 0.03% -45 Timeline DYTA RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 808 shares; 2026Q1: 11,779 shares; 2026Q2: 11,760 shares 11,760 $374K 0.03% -19 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 1,704 shares; 2025Q4: 2,553 shares; 2026Q1: 5,111 shares; 2026Q2: 8,133 shares 8,133 $373K 0.03% +3,022 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: 5 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 262 shares; 2025Q4: 514 shares; 2026Q1: 1,114 shares; 2026Q2: 1,096 shares 1,096 $371K 0.03% -18 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,756 shares; 2026Q2: 6,873 shares 6,873 $370K 0.03% +3,117 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,533 shares; 2024Q4: 1,524 shares; 2025Q1: 1,500 shares; 2025Q2: 1,432 shares; 2025Q3: 2,003 shares; 2025Q4: 2,183 shares; 2026Q1: 3,009 shares; 2026Q2: 2,776 shares 2,776 $369K 0.03% -233 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: 1,982 shares; 2024Q4: 1,506 shares; 2025Q1: 1,431 shares; 2025Q2: 1,611 shares; 2025Q3: 1,327 shares; 2025Q4: 789 shares; 2026Q1: 793 shares; 2026Q2: 1,006 shares 1,006 $367K 0.03% +213 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,529 shares; 2025Q3: 19,347 shares; 2025Q4: 23,837 shares; 2026Q1: 25,647 shares; 2026Q2: 26,327 shares 26,327 $363K 0.03% +680 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,658 shares; 2026Q1: 2,225 shares; 2026Q2: 4,489 shares 4,489 $360K 0.03% +2,264 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,459 shares; 2024Q4: 1,932 shares; 2025Q1: 1,436 shares; 2025Q2: 17 shares; 2025Q3: 4,660 shares; 2025Q4: 5,158 shares; 2026Q1: 6,094 shares; 2026Q2: 6,380 shares 6,380 $358K 0.03% +286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 215 shares; 2026Q1: 891 shares; 2026Q2: 694 shares 694 $358K 0.03% -197 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,589 shares; 2024Q4: 15,486 shares; 2025Q1: 14,739 shares; 2025Q2: 16,598 shares; 2025Q3: 12,037 shares; 2025Q4: 13,235 shares; 2026Q1: 14,848 shares; 2026Q2: 15,076 shares 15,076 $355K 0.03% +228 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,802 shares; 2025Q4: 2,096 shares; 2026Q1: 2,619 shares; 2026Q2: 2,597 shares 2,597 $352K 0.03% -22 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,699 shares; 2024Q4: 23,082 shares; 2025Q1: 23,124 shares; 2025Q2: 20,357 shares; 2025Q3: 16,939 shares; 2025Q4: 17,484 shares; 2026Q1: 17,579 shares; 2026Q2: 17,593 shares 17,593 $350K 0.03% +14 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,407 shares; 2024Q4: 4,455 shares; 2025Q1: 4,423 shares; 2025Q2: 4,334 shares; 2025Q3: 5,192 shares; 2025Q4: 6,776 shares; 2026Q1: 11,640 shares; 2026Q2: 10,293 shares 10,293 $349K 0.03% -1,347 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 148 shares; 2025Q4: 1,246 shares; 2026Q1: 1,379 shares; 2026Q2: 1,637 shares 1,637 $348K 0.03% +258 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: 6,302 shares; 2024Q4: 6,176 shares; 2025Q1: 5,165 shares; 2025Q2: 5,057 shares; 2025Q3: 6,402 shares; 2025Q4: 6,920 shares; 2026Q1: 8,929 shares; 2026Q2: 3,784 shares 3,784 $343K 0.03% -5,145 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: 86 shares; 2024Q4: 67 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 5,982 shares; 2025Q4: 9,529 shares; 2026Q1: 18,046 shares; 2026Q2: 16,582 shares 16,582 $343K 0.03% -1,464 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 2,351 shares; 2025Q1: 2,330 shares; 2025Q2: 2,235 shares; 2025Q3: 2,754 shares; 2025Q4: 3,281 shares; 2026Q1: 3,792 shares; 2026Q2: 4,103 shares 4,103 $343K 0.03% +311 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: 1,378 shares; 2025Q1: 1,320 shares; 2025Q2: 905 shares; 2025Q3: 1,273 shares; 2025Q4: 1,550 shares; 2026Q1: 1,585 shares; 2026Q2: 1,655 shares 1,655 $343K 0.03% +70 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 572 shares; 2026Q1: 1,183 shares; 2026Q2: 2,058 shares 2,058 $337K 0.03% +875 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959 shares; 2024Q4: 965 shares; 2025Q1: 956 shares; 2025Q2: 926 shares; 2025Q3: 2,419 shares; 2025Q4: 2,420 shares; 2026Q1: 2,372 shares; 2026Q2: 1,911 shares 1,911 $335K 0.03% -461 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,212 shares; 2024Q4: 8,417 shares; 2025Q1: 10,559 shares; 2025Q2: 8,549 shares; 2025Q3: 8,261 shares; 2025Q4: 9,035 shares; 2026Q1: 8,592 shares; 2026Q2: 8,404 shares 8,404 $333K 0.03% -188 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: 1,165 shares; 2024Q4: 1,168 shares; 2025Q1: 1,160 shares; 2025Q2: 1,131 shares; 2025Q3: 1,905 shares; 2025Q4: 2,096 shares; 2026Q1: 2,875 shares; 2026Q2: 2,724 shares 2,724 $331K 0.03% -151 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 3,541 shares; 2026Q1: 4,756 shares; 2026Q2: 6,250 shares 6,250 $330K 0.03% +1,494 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,676 shares; 2024Q4: 3,827 shares; 2025Q1: 4,187 shares; 2025Q2: 3,982 shares; 2025Q3: 4,163 shares; 2025Q4: 4,129 shares; 2026Q1: 4,784 shares; 2026Q2: 4,782 shares 4,782 $325K 0.03% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105 shares; 2025Q4: 1,011 shares; 2026Q1: 3,223 shares; 2026Q2: 4,376 shares 4,376 $321K 0.03% +1,153 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,715 shares; 2024Q4: 6,538 shares; 2025Q1: 6,402 shares; 2025Q2: 6,323 shares; 2025Q3: 6,264 shares; 2025Q4: 8,879 shares; 2026Q1: 8,560 shares; 2026Q2: 638 shares 638 $321K 0.03% -7,922 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: 6,326 shares 6,326 $320K 0.03% new 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: 6,203 shares; 2024Q4: 60 shares; 2025Q1: 40 shares; 2025Q2: 25 shares; 2025Q3: 783 shares; 2025Q4: 1,325 shares; 2026Q1: 2,823 shares; 2026Q2: 2,448 shares 2,448 $320K 0.03% -375 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436 shares; 2024Q4: 402 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 447 shares; 2025Q4: 770 shares; 2026Q1: 2,335 shares; 2026Q2: 1,823 shares 1,823 $317K 0.03% -512 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,441 shares; 2026Q1: 2,988 shares; 2026Q2: 4,599 shares 4,599 $314K 0.03% +1,611 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 840 shares; 2025Q1: 962 shares; 2025Q2: 923 shares; 2025Q3: 999 shares; 2025Q4: 960 shares; 2026Q1: 979 shares; 2026Q2: 984 shares 984 $313K 0.03% +5 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,785 shares; 2025Q4: 2,136 shares; 2026Q1: 4,088 shares; 2026Q2: 5,860 shares 5,860 $305K 0.03% +1,772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: 2,180 shares; 2026Q1: 697 shares; 2026Q2: 808 shares 808 $303K 0.03% +111 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 304 shares; 2025Q4: 594 shares; 2026Q1: 938 shares; 2026Q2: 1,064 shares 1,064 $301K 0.03% +126 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 935 shares; 2025Q3: 1,144 shares; 2025Q4: 1,305 shares; 2026Q1: 1,418 shares; 2026Q2: 1,463 shares 1,463 $295K 0.02% +45 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares; 2026Q2: 1,473 shares 1,473 $294K 0.02% -227 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: 46 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 15 shares; 2025Q3: 1,107 shares; 2025Q4: 1,568 shares; 2026Q1: 2,975 shares; 2026Q2: 2,716 shares 2,716 $292K 0.02% -259 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 90 shares; 2025Q4: 140 shares; 2026Q1: 395 shares; 2026Q2: 385 shares 385 $292K 0.02% -10 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: 485 shares; 2024Q4: 489 shares; 2025Q1: 487 shares; 2025Q2: 469 shares; 2025Q3: 1,331 shares; 2025Q4: 1,944 shares; 2026Q1: 1,764 shares; 2026Q2: 2,345 shares 2,345 $292K 0.02% +581 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: 5,852 shares; 2024Q4: 5,377 shares; 2025Q1: 4,982 shares; 2025Q2: 4,263 shares; 2025Q3: 3,807 shares; 2025Q4: 3,752 shares; 2026Q1: 3,492 shares; 2026Q2: 731 shares 731 $291K 0.02% -2,761 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: 47 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 261 shares; 2025Q4: 262 shares; 2026Q1: 456 shares; 2026Q2: 580 shares 580 $290K 0.02% +124 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364 shares; 2024Q4: 339 shares; 2025Q1: 533 shares; 2025Q2: 607 shares; 2025Q3: 1,033 shares; 2025Q4: 1,536 shares; 2026Q1: 2,141 shares; 2026Q2: 1,707 shares 1,707 $288K 0.02% -434 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,701 shares; 2024Q4: 19,189 shares; 2025Q1: 18,968 shares; 2025Q2: 15,125 shares; 2025Q3: 15,738 shares; 2025Q4: 944 shares; 2026Q1: 1,393 shares; 2026Q2: 1,251 shares 1,251 $287K 0.02% -142 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 1,042 shares; 2026Q1: 3,551 shares; 2026Q2: 3,339 shares 3,339 $283K 0.02% -212 Timeline ROKU ROKU INC More: the full row for ROKU 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: 650 shares; 2025Q4: 1,282 shares; 2026Q1: 1,442 shares; 2026Q2: 2,037 shares 2,037 $281K 0.02% +595 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,895 shares; 2025Q4: 3,912 shares; 2026Q1: 4,987 shares; 2026Q2: 1,279 shares 1,279 $281K 0.02% -3,708 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,410 shares; 2026Q2: 3,683 shares 3,683 $277K 0.02% +1,273 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: 17 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 1,213 shares; 2025Q4: 1,533 shares; 2026Q1: 2,017 shares; 2026Q2: 2,156 shares 2,156 $273K 0.02% +139 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,666 shares; 2024Q4: 6,407 shares; 2025Q1: 6,517 shares; 2025Q2: 6,354 shares; 2025Q3: 6,194 shares; 2025Q4: 6,117 shares; 2026Q1: 2,535 shares; 2026Q2: 2,296 shares 2,296 $272K 0.02% -239 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: 6,921 shares; 2024Q4: 5,730 shares; 2025Q1: 2,347 shares; 2025Q2: 21 shares; 2025Q3: 6,144 shares; 2025Q4: 11,083 shares; 2026Q1: 16,377 shares; 2026Q2: 14,227 shares 14,227 $272K 0.02% -2,150 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 1,052 shares; 2026Q1: 994 shares; 2026Q2: 1,037 shares 1,037 $270K 0.02% +43 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 317 shares; 2026Q1: 847 shares; 2026Q2: 989 shares 989 $269K 0.02% +142 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79 shares; 2025Q4: 183 shares; 2026Q1: 369 shares; 2026Q2: 667 shares 667 $260K 0.02% +298 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 433 shares; 2026Q1: 1,685 shares; 2026Q2: 2,186 shares 2,186 $259K 0.02% +501 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: 130 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 94 shares; 2026Q1: 100 shares; 2026Q2: 345 shares 345 $259K 0.02% +245 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,677 shares; 2024Q4: 13,766 shares; 2025Q1: 13,078 shares; 2025Q2: 14,923 shares; 2025Q3: 16,685 shares; 2025Q4: 18,672 shares; 2026Q1: 13,965 shares; 2026Q2: 10,293 shares 10,293 $258K 0.02% -3,672 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: 2,299 shares; 2026Q1: 3,129 shares; 2026Q2: 2,938 shares 2,938 $258K 0.02% -191 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 413 shares; 2025Q4: 867 shares; 2026Q1: 911 shares; 2026Q2: 1,788 shares 1,788 $255K 0.02% +877 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: 593 shares; 2024Q4: 1,194 shares; 2025Q1: 1,174 shares; 2025Q2: 1,737 shares; 2025Q3: 1,334 shares; 2025Q4: 1,064 shares; 2026Q1: 1,832 shares; 2026Q2: 1,777 shares 1,777 $255K 0.02% -55 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 1,129 shares; 2026Q1: 3,297 shares; 2026Q2: 4,673 shares 4,673 $254K 0.02% +1,376 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 11 shares; 2026Q1: 38 shares; 2026Q2: 1,393 shares 1,393 $248K 0.02% +1,355 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 713 shares; 2025Q4: 833 shares; 2026Q1: 1,625 shares; 2026Q2: 1,600 shares 1,600 $248K 0.02% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 1,151 shares; 2026Q2: 8,875 shares 8,875 $243K 0.02% +7,724 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 1,436 shares; 2026Q1: 2,388 shares; 2026Q2: 2,606 shares 2,606 $240K 0.02% +218 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100,642 shares; 2025Q1: 110,282 shares; 2025Q2: 104,834 shares; 2025Q3: 2,909 shares; 2025Q4: 4,422 shares; 2026Q1: 5,143 shares; 2026Q2: 4,324 shares 4,324 $240K 0.02% -819 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 1,316 shares; 2025Q2: 2,372 shares; 2025Q3: 8,822 shares; 2025Q4: 76,207 shares; 2026Q1: 70,862 shares; 2026Q2: 2,561 shares 2,561 $239K 0.02% -68,301 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 362 shares; 2026Q2: 363 shares 363 $238K 0.02% +1 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 89 shares; 2026Q1: 180 shares; 2026Q2: 173 shares 173 $236K 0.02% -7 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 4 shares; 2025Q1: 69 shares; 2025Q2: 679 shares; 2025Q3: 1,145 shares; 2025Q4: 1,992 shares; 2026Q1: 3,310 shares; 2026Q2: 2,960 shares 2,960 $235K 0.02% -350 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 329 shares; 2026Q1: 736 shares; 2026Q2: 919 shares 919 $234K 0.02% +183 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: 1,845 shares; 2025Q1: 1,758 shares; 2025Q2: 2,081 shares; 2025Q3: 2,312 shares; 2025Q4: 4,209 shares; 2026Q1: 2,678 shares; 2026Q2: 4,304 shares 4,304 $231K 0.02% +1,626 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 8,487 shares; 2025Q3: 8,590 shares; 2025Q4: 490 shares; 2026Q1: 535 shares; 2026Q2: 552 shares 552 $230K 0.02% +17 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 353 shares; 2026Q1: 903 shares; 2026Q2: 1,678 shares 1,678 $230K 0.02% +775 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: 3,593 shares; 2024Q4: 3,336 shares; 2025Q1: 3,371 shares; 2025Q2: 3,019 shares; 2025Q3: 3,382 shares; 2025Q4: 3,372 shares; 2026Q1: 5,059 shares; 2026Q2: 1,014 shares 1,014 $229K 0.02% -4,045 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,062 shares; 2024Q4: 8,051 shares; 2025Q1: 8,207 shares; 2025Q2: 7,905 shares; 2025Q3: 8,644 shares; 2025Q4: 8,497 shares; 2026Q1: 2,044 shares; 2026Q2: 2,038 shares 2,038 $225K 0.02% -6 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: 86,303 shares; 2024Q4: 86,818 shares; 2025Q1: 91,876 shares; 2025Q2: 91,994 shares; 2025Q3: 97,126 shares; 2025Q4: 86,163 shares; 2026Q1: 84,808 shares; 2026Q2: 2,784 shares 2,784 $221K 0.02% -82,024 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,494 shares; 2024Q4: 1,759 shares; 2025Q1: 3,602 shares; 2025Q2: 4,621 shares; 2025Q3: 2,528 shares; 2025Q4: 3,880 shares; 2026Q1: 4,933 shares; 2026Q2: 4,132 shares 4,132 $218K 0.02% -801 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 1,002 shares; 2026Q1: 1,761 shares; 2026Q2: 3,121 shares 3,121 $217K 0.02% +1,360 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 3,350 shares; 2025Q1: 3,374 shares; 2025Q2: 3,254 shares; 2025Q3: 3,461 shares; 2025Q4: 3,416 shares; 2026Q1: 3,614 shares; 2026Q2: 3,840 shares 3,840 $217K 0.02% +226 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 1,817 shares; 2025Q3: 5,115 shares; 2025Q4: 5,941 shares; 2026Q1: 8,567 shares; 2026Q2: 7,816 shares 7,816 $215K 0.02% -751 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: 1,098 shares; 2024Q4: 1,100 shares; 2025Q1: 1,095 shares; 2025Q2: 1,064 shares; 2025Q3: 1,245 shares; 2025Q4: 1,435 shares; 2026Q1: 2,574 shares; 2026Q2: 1,418 shares 1,418 $215K 0.02% -1,156 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,154 shares; 2025Q4: 9,066 shares; 2026Q1: 10,767 shares; 2026Q2: 6,852 shares 6,852 $214K 0.02% -3,915 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,119 shares; 2024Q4: 19,581 shares; 2025Q1: 56 shares; 2025Q2: 38 shares; 2025Q3: 61 shares; 2025Q4: 176 shares; 2026Q1: 475 shares; 2026Q2: 558 shares 558 $211K 0.02% +83 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 43 shares; 2026Q1: 29 shares; 2026Q2: 2,006 shares 2,006 $210K 0.02% +1,977 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 2,440 shares; 2025Q4: 4,931 shares; 2026Q1: 1,977 shares; 2026Q2: 2,777 shares 2,777 $210K 0.02% +800 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,392 shares; 2024Q4: 7,128 shares; 2025Q1: 6,535 shares; 2025Q2: 6,267 shares; 2025Q3: 8,192 shares; 2025Q4: 8,002 shares; 2026Q1: 2,082 shares; 2026Q2: 2,130 shares 2,130 $210K 0.02% +48 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 114 shares; 2026Q1: 382 shares; 2026Q2: 620 shares 620 $208K 0.02% +238 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares; 2025Q4: 1,067 shares; 2026Q1: 1,781 shares; 2026Q2: 1,753 shares 1,753 $205K 0.02% -28 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,084 shares; 2025Q4: 6,111 shares; 2026Q1: 11,083 shares; 2026Q2: 9,504 shares 9,504 $203K 0.02% -1,579 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,239 shares 5,239 $202K 0.02% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,425 shares; 2024Q4: 1,381 shares; 2025Q1: 1,315 shares; 2025Q2: 904 shares; 2025Q3: 1,179 shares; 2025Q4: 1,614 shares; 2026Q1: 2,920 shares; 2026Q2: 3,238 shares 3,238 $201K 0.02% +318 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 4,750 shares; 2026Q1: 6,794 shares; 2026Q2: 8,666 shares 8,666 $201K 0.02% +1,872 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 327 shares; 2025Q2: 321 shares; 2025Q3: 360 shares; 2025Q4: 490 shares; 2026Q1: 489 shares; 2026Q2: 503 shares 503 $200K 0.02% +14 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD 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: 255 shares; 2025Q4: 823 shares; 2026Q1: 2,173 shares; 2026Q2: 2,529 shares 2,529 $200K 0.02% +356 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 66 shares; 2026Q1: 108 shares; 2026Q2: 2,971 shares 2,971 $199K 0.02% +2,863 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 1,545 shares; 2026Q1: 3,060 shares; 2026Q2: 2,743 shares 2,743 $199K 0.02% -317 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 1,301 shares; 2026Q2: 1,882 shares 1,882 $198K 0.02% +581 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,046 shares; 2025Q3: 1,477 shares; 2025Q4: 1,656 shares; 2026Q1: 1,248 shares; 2026Q2: 1,264 shares 1,264 $197K 0.02% +16 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 1,044 shares; 2025Q4: 1,488 shares; 2026Q1: 1,623 shares; 2026Q2: 1,704 shares 1,704 $196K 0.02% +81 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,752 shares; 2025Q4: 3,435 shares; 2026Q1: 7,119 shares; 2026Q2: 4,344 shares 4,344 $196K 0.02% -2,775 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares; 2026Q2: 1,532 shares 1,532 $196K 0.02% +1,443 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: 962 shares; 2024Q4: 2,121 shares; 2025Q1: 3,063 shares; 2025Q2: 3,081 shares; 2025Q3: 4,401 shares; 2025Q4: 4,327 shares; 2026Q1: 4,356 shares; 2026Q2: 4,008 shares 4,008 $195K 0.02% -348 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 913 shares; 2026Q1: 2,468 shares; 2026Q2: 2,115 shares 2,115 $194K 0.02% -353 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: 14,048 shares; 2024Q4: 11,992 shares; 2025Q1: 12,168 shares; 2025Q2: 10,457 shares; 2025Q3: 8,836 shares; 2025Q4: 8,705 shares; 2026Q1: 9,418 shares; 2026Q2: 1,321 shares 1,321 $191K 0.02% -8,097 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 805 shares; 2025Q4: 1,160 shares; 2026Q1: 2,855 shares; 2026Q2: 2,359 shares 2,359 $190K 0.02% -496 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 1,572 shares; 2025Q1: 1,790 shares; 2025Q2: 1,781 shares; 2025Q3: 5,364 shares; 2025Q4: 6,539 shares; 2026Q1: 9,408 shares; 2026Q2: 8,887 shares 8,887 $190K 0.02% -521 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares; 2026Q2: 1,013 shares 1,013 $189K 0.02% +307 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 28 shares; 2026Q1: not reported; 2026Q2: 2,418 shares 2,418 $188K 0.02% new 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: 23 shares; 2024Q4: 21 shares; 2025Q1: 20 shares; 2025Q2: 16 shares; 2025Q3: 287 shares; 2025Q4: 375 shares; 2026Q1: 1,010 shares; 2026Q2: 916 shares 916 $188K 0.02% -94 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,196 shares; 2024Q4: 9,163 shares; 2025Q1: 9,343 shares; 2025Q2: 10,155 shares; 2025Q3: 10,916 shares; 2025Q4: 10,539 shares; 2026Q1: 13,212 shares; 2026Q2: 2,440 shares 2,440 $188K 0.02% -10,772 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107 shares; 2025Q4: 169 shares; 2026Q1: 310 shares; 2026Q2: 345 shares 345 $187K 0.02% +35 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: 24,136 shares; 2024Q4: 23,512 shares; 2025Q1: 23,175 shares; 2025Q2: 22,313 shares; 2025Q3: 22,850 shares; 2025Q4: 1,509 shares; 2026Q1: 1,781 shares; 2026Q2: 1,097 shares 1,097 $187K 0.02% -684 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 677 shares; 2026Q1: 500 shares; 2026Q2: 482 shares 482 $186K 0.02% -18 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 915 shares; 2026Q1: 1,172 shares; 2026Q2: 2,085 shares 2,085 $185K 0.02% +913 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,587 shares; 2024Q4: 282,778 shares; 2025Q1: 292,323 shares; 2025Q2: 281,793 shares; 2025Q3: 269,825 shares; 2025Q4: 246,469 shares; 2026Q1: 3,833 shares; 2026Q2: 3,021 shares 3,021 $184K 0.02% -812 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 392 shares; 2026Q1: 504 shares; 2026Q2: 842 shares 842 $182K 0.02% +338 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 318 shares; 2025Q4: 521 shares; 2026Q1: 1,645 shares; 2026Q2: 1,918 shares 1,918 $182K 0.02% +273 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: 6,787 shares; 2024Q4: 6,604 shares; 2025Q1: 6,539 shares; 2025Q2: 6,419 shares; 2025Q3: 6,444 shares; 2025Q4: 31,098 shares; 2026Q1: 30,029 shares; 2026Q2: 1,833 shares 1,833 $182K 0.02% -28,196 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares; 2026Q2: 745 shares 745 $181K 0.02% +552 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 632 shares; 2025Q4: 990 shares; 2026Q1: 1,574 shares; 2026Q2: 1,884 shares 1,884 $180K 0.02% +310 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: 1,087 shares; 2024Q4: 1,011 shares; 2025Q1: 959 shares; 2025Q2: not reported; 2025Q3: 776 shares; 2025Q4: 931 shares; 2026Q1: 2,751 shares; 2026Q2: 3,292 shares 3,292 $178K 0.02% +541 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: 13,299 shares; 2024Q4: 12,949 shares; 2025Q1: 58 shares; 2025Q2: 40 shares; 2025Q3: 132 shares; 2025Q4: 182 shares; 2026Q1: 420 shares; 2026Q2: 515 shares 515 $177K 0.02% +95 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,916 shares; 2024Q4: 1,252 shares; 2025Q1: 1,105 shares; 2025Q2: 1,245 shares; 2025Q3: 1,676 shares; 2025Q4: 3,059 shares; 2026Q1: 4,752 shares; 2026Q2: 1,823 shares 1,823 $177K 0.01% -2,929 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 613 shares; 2026Q1: 1,265 shares; 2026Q2: 1,923 shares 1,923 $176K 0.01% +658 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 179 shares; 2025Q4: 352 shares; 2026Q1: 660 shares; 2026Q2: 814 shares 814 $174K 0.01% +154 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 454 shares; 2025Q4: 2,914 shares; 2026Q1: 8,550 shares; 2026Q2: 10,019 shares 10,019 $173K 0.01% +1,469 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 266 shares; 2025Q4: 318 shares; 2026Q1: 303 shares; 2026Q2: 4,190 shares 4,190 $173K 0.01% +3,887 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: 836 shares; 2026Q1: 2,445 shares; 2026Q2: 2,878 shares 2,878 $171K 0.01% +433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 70 shares; 2026Q1: 125 shares; 2026Q2: 149 shares 149 $169K 0.01% +24 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 167 shares; 2025Q4: 802 shares; 2026Q1: 2,018 shares; 2026Q2: 2,357 shares 2,357 $169K 0.01% +339 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,644 shares 1,644 $168K 0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 62 shares; 2025Q3: 909 shares; 2025Q4: 1,195 shares; 2026Q1: 2,092 shares; 2026Q2: 3,337 shares 3,337 $168K 0.01% +1,245 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 265 shares; 2026Q1: 607 shares; 2026Q2: 678 shares 678 $166K 0.01% +71 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 782 shares; 2026Q1: 1,675 shares; 2026Q2: 1,059 shares 1,059 $166K 0.01% -616 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 423 shares; 2026Q1: 1,096 shares; 2026Q2: 1,205 shares 1,205 $166K 0.01% +109 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 941 shares; 2026Q1: 2,668 shares; 2026Q2: 2,116 shares 2,116 $165K 0.01% -552 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 1,685 shares; 2025Q1: 2,460 shares; 2025Q2: 2,557 shares; 2025Q3: 2,800 shares; 2025Q4: 2,715 shares; 2026Q1: 3,056 shares; 2026Q2: 3,548 shares 3,548 $164K 0.01% +492 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 9 shares; 2025Q4: 35 shares; 2026Q1: 534 shares; 2026Q2: 640 shares 640 $164K 0.01% +106 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,819 shares 7,819 $164K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: 2,409 shares; 2025Q1: 2,374 shares; 2025Q2: 2,291 shares; 2025Q3: 2,547 shares; 2025Q4: 2,898 shares; 2026Q1: 4,429 shares; 2026Q2: 4,186 shares 4,186 $162K 0.01% -243 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356 shares; 2026Q2: 482 shares 482 $161K 0.01% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 120 shares; 2026Q1: 236 shares; 2026Q2: 433 shares 433 $160K 0.01% +197 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,507 shares 1,507 $160K 0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 2,567 shares; 2026Q1: 2,979 shares; 2026Q2: 4,808 shares 4,808 $158K 0.01% +1,829 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 927 shares; 2026Q1: 1,969 shares; 2026Q2: 3,215 shares 3,215 $157K 0.01% +1,246 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 200 shares; 2026Q1: 278 shares; 2026Q2: 525 shares 525 $156K 0.01% +247 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS 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: 178 shares; 2025Q4: 474 shares; 2026Q1: 1,031 shares; 2026Q2: 1,789 shares 1,789 $156K 0.01% +758 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,497 shares; 2024Q4: 6,461 shares; 2025Q1: 6,682 shares; 2025Q2: 2,194 shares; 2025Q3: 1,630 shares; 2025Q4: 1,249 shares; 2026Q1: 1,332 shares; 2026Q2: 1,449 shares 1,449 $155K 0.01% +117 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 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 1 shares; 2025Q3: 1,469 shares; 2025Q4: 20,068 shares; 2026Q1: 345 shares; 2026Q2: 310 shares 310 $152K 0.01% -35 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 118 shares; 2026Q1: 846 shares; 2026Q2: 863 shares 863 $152K 0.01% +17 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 54 shares; 2025Q4: 302 shares; 2026Q1: 774 shares; 2026Q2: 987 shares 987 $150K 0.01% +213 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 2,739 shares; 2026Q1: 5,014 shares; 2026Q2: 3,473 shares 3,473 $150K 0.01% -1,541 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 85 shares; 2026Q1: 137 shares; 2026Q2: 161 shares 161 $149K 0.01% +24 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 543 shares; 2026Q1: 984 shares; 2026Q2: 835 shares 835 $149K 0.01% -149 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE 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: 6,120 shares; 2026Q2: 6,249 shares 6,249 $149K 0.01% +129 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 1,152 shares; 2026Q1: 1,767 shares; 2026Q2: 2,690 shares 2,690 $147K 0.01% +923 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: 897 shares; 2024Q4: 824 shares; 2025Q1: 750 shares; 2025Q2: 856 shares; 2025Q3: 200 shares; 2025Q4: 603 shares; 2026Q1: 1,319 shares; 2026Q2: 3,049 shares 3,049 $146K 0.01% +1,730 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,187 shares; 2024Q4: 377,265 shares; 2025Q1: 358,276 shares; 2025Q2: 362,488 shares; 2025Q3: 333,765 shares; 2025Q4: 4,194 shares; 2026Q1: 5,753 shares; 2026Q2: 5,148 shares 5,148 $146K 0.01% -605 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,991 shares; 2024Q4: 9,720 shares; 2025Q1: 9,441 shares; 2025Q2: 9,348 shares; 2025Q3: 9,316 shares; 2025Q4: 9,068 shares; 2026Q1: 356 shares; 2026Q2: 325 shares 325 $145K 0.01% -31 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 257 shares; 2025Q1: 258 shares; 2025Q2: 251 shares; 2025Q3: 340 shares; 2025Q4: 206 shares; 2026Q1: 543 shares; 2026Q2: 514 shares 514 $144K 0.01% -29 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 113 shares; 2026Q1: 277 shares; 2026Q2: 1,605 shares 1,605 $143K 0.01% +1,328 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 162 shares; 2025Q1: 1,304 shares; 2025Q2: 1,691 shares; 2025Q3: 3,721 shares; 2025Q4: 4,613 shares; 2026Q1: 4,975 shares; 2026Q2: 5,324 shares 5,324 $143K 0.01% +349 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 1,330 shares; 2026Q1: 2,902 shares; 2026Q2: 3,280 shares 3,280 $143K 0.01% +378 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 1,067 shares; 2025Q1: 1,013 shares; 2025Q2: 1,035 shares; 2025Q3: 1,125 shares; 2025Q4: 2,217 shares; 2026Q1: 1,464 shares; 2026Q2: 1,513 shares 1,513 $142K 0.01% +49 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 548 shares; 2025Q4: 12 shares; 2026Q1: 11 shares; 2026Q2: 1,392 shares 1,392 $142K 0.01% +1,381 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 161 shares; 2025Q4: 218 shares; 2026Q1: 485 shares; 2026Q2: 480 shares 480 $141K 0.01% -5 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 134 shares; 2026Q1: 233 shares; 2026Q2: 489 shares 489 $140K 0.01% +256 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,230 shares; 2024Q4: 6,433 shares; 2025Q1: 8,190 shares; 2025Q2: 7,802 shares; 2025Q3: 8,076 shares; 2025Q4: 7,913 shares; 2026Q1: 7,811 shares; 2026Q2: 7,854 shares 7,854 $139K 0.01% +43 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: 739 shares; 2024Q4: 746 shares; 2025Q1: 682 shares; 2025Q2: 644 shares; 2025Q3: 648 shares; 2025Q4: 601 shares; 2026Q1: 628 shares; 2026Q2: 596 shares 596 $139K 0.01% -32 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,486 shares; 2025Q3: 2,534 shares; 2025Q4: 2,362 shares; 2026Q1: 1,448 shares; 2026Q2: 797 shares 797 $139K 0.01% -651 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 34 shares; 2025Q3: 441 shares; 2025Q4: 1,581 shares; 2026Q1: 1,832 shares; 2026Q2: 2,425 shares 2,425 $139K 0.01% +593 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP 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: 187 shares; 2025Q4: 591 shares; 2026Q1: 1,232 shares; 2026Q2: 1,752 shares 1,752 $139K 0.01% +520 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 675 shares; 2025Q1: 555 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 1 shares; 2026Q1: 0 shares; 2026Q2: 1,293 shares 1,293 $138K 0.01% +1,293 Timeline