QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014,247 shares; 2024Q4: 3,017,086 shares; 2025Q1: 2,974,123 shares; 2025Q2: 2,629,916 shares; 2025Q3: 2,637,754 shares; 2025Q4: 2,620,337 shares; 2026Q1: 2,510,018 shares; 2026Q2: 2,477,989 shares 2,477,989 $164M 13.89% -32,029 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: 1,262,716 shares; 2024Q4: 1,318,508 shares; 2025Q1: 1,179,433 shares; 2025Q2: 1,185,403 shares; 2025Q3: 1,191,684 shares; 2025Q4: 1,201,786 shares; 2026Q1: 565,259 shares; 2026Q2: 556,557 shares 556,557 $132M 11.18% -8,702 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,172 shares; 2024Q4: 262,019 shares; 2025Q1: 233,757 shares; 2025Q2: 219,163 shares; 2025Q3: 216,661 shares; 2025Q4: 206,674 shares; 2026Q1: 193,088 shares; 2026Q2: 220,883 shares 220,883 $76M 6.45% +27,795 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641,623 shares; 2026Q2: 664,535 shares 664,535 $75.8M 6.43% +22,912 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136,503 shares; 2024Q4: 3,402,553 shares; 2025Q1: 1,817,563 shares; 2025Q2: 1,688,601 shares; 2025Q3: 1,723,373 shares; 2025Q4: 1,789,229 shares; 2026Q1: 1,092,877 shares; 2026Q2: 1,096,210 shares 1,096,210 $52.9M 4.49% +3,333 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 536,853 shares; 2026Q2: 558,058 shares 558,058 $41.8M 3.55% +21,205 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: 152,813 shares; 2024Q4: 160,475 shares; 2025Q1: 113,395 shares; 2025Q2: 115,353 shares; 2025Q3: 117,144 shares; 2025Q4: 116,822 shares; 2026Q1: 116,255 shares; 2026Q2: 133,641 shares 133,641 $26.7M 2.27% +17,386 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: 420,332 shares; 2024Q4: 370,044 shares; 2025Q1: 369,684 shares; 2025Q2: 369,684 shares; 2025Q3: 369,624 shares; 2025Q4: 369,443 shares; 2026Q1: 369,076 shares; 2026Q2: 238,017 shares 238,017 $25.7M 2.18% -131,059 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: 152,971 shares; 2024Q4: 152,714 shares; 2025Q1: 151,850 shares; 2025Q2: 151,750 shares; 2025Q3: 151,750 shares; 2025Q4: 151,750 shares; 2026Q1: 151,750 shares; 2026Q2: 141,130 shares 141,130 $19.4M 1.65% -10,620 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: 60,320 shares; 2024Q4: 60,320 shares; 2025Q1: 60,320 shares; 2025Q2: 56,664 shares; 2025Q3: 56,664 shares; 2025Q4: 56,664 shares; 2026Q1: 55,275 shares; 2026Q2: 46,868 shares 46,868 $19.2M 1.63% -8,407 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: 71,600 shares; 2024Q4: 70,143 shares; 2025Q1: 70,143 shares; 2025Q2: 70,046 shares; 2025Q3: 70,046 shares; 2025Q4: 70,046 shares; 2026Q1: 69,367 shares; 2026Q2: 69,196 shares 69,196 $15.7M 1.33% -171 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: 52,019 shares; 2024Q4: 52,938 shares; 2025Q1: 38,450 shares; 2025Q2: 44,142 shares; 2025Q3: 40,920 shares; 2025Q4: 40,334 shares; 2026Q1: 40,505 shares; 2026Q2: 43,506 shares 43,506 $15.5M 1.32% +3,001 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: 5,111 shares; 2024Q4: 20,492 shares; 2025Q1: 20,340 shares; 2025Q2: 19,753 shares; 2025Q3: 19,780 shares; 2025Q4: 19,751 shares; 2026Q1: 19,887 shares; 2026Q2: 20,118 shares 20,118 $15M 1.28% +231 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: 44,954 shares; 2024Q4: 50,748 shares; 2025Q1: 36,597 shares; 2025Q2: 39,888 shares; 2025Q3: 38,788 shares; 2025Q4: 38,278 shares; 2026Q1: 36,559 shares; 2026Q2: 37,329 shares 37,329 $13.9M 1.18% +770 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: 32,950 shares; 2024Q4: 33,124 shares; 2025Q1: 34,530 shares; 2025Q2: 34,407 shares; 2025Q3: 34,389 shares; 2025Q4: 34,339 shares; 2026Q1: 34,175 shares; 2026Q2: 34,119 shares 34,119 $12.6M 1.07% -56 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: 42,186 shares; 2024Q4: 43,143 shares; 2025Q1: 32,171 shares; 2025Q2: 30,910 shares; 2025Q3: 32,247 shares; 2025Q4: 31,693 shares; 2026Q1: 30,781 shares; 2026Q2: 31,687 shares 31,687 $12M 1.02% +906 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: 13,000 shares; 2024Q4: 13,090 shares; 2025Q1: 13,084 shares; 2025Q2: 13,116 shares; 2025Q3: 13,114 shares; 2025Q4: 13,144 shares; 2026Q1: 13,012 shares; 2026Q2: 13,533 shares 13,533 $10.1M 0.86% +521 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,674 shares; 2024Q4: 106,171 shares; 2025Q1: 105,809 shares; 2025Q2: 96,356 shares; 2025Q3: 94,319 shares; 2025Q4: 92,764 shares; 2026Q1: 90,795 shares; 2026Q2: 90,979 shares 90,979 $10M 0.85% +184 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,664 shares; 2024Q4: 75,710 shares; 2025Q1: 66,238 shares; 2025Q2: 165,779 shares; 2025Q3: 165,274 shares; 2025Q4: 162,154 shares; 2026Q1: 162,784 shares; 2026Q2: 206,812 shares 206,812 $9.93M 0.84% +44,028 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: 71,957 shares; 2024Q4: 74,492 shares; 2025Q1: 71,162 shares; 2025Q2: 70,376 shares; 2025Q3: 67,927 shares; 2025Q4: 67,837 shares; 2026Q1: 66,867 shares; 2026Q2: 67,271 shares 67,271 $9.2M 0.78% +404 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,095 shares; 2024Q4: 482,688 shares; 2025Q1: 483,146 shares; 2025Q2: 293,304 shares; 2025Q3: 287,723 shares; 2025Q4: 293,483 shares; 2026Q1: 245,368 shares; 2026Q2: 247,145 shares 247,145 $9.11M 0.77% +1,777 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,096 shares; 2024Q4: 563,695 shares; 2025Q1: 266,203 shares; 2025Q2: 338,038 shares; 2025Q3: 433,297 shares; 2025Q4: 438,891 shares; 2026Q1: 190,315 shares; 2026Q2: 200,579 shares 200,579 $8.39M 0.71% +10,264 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,155 shares; 2024Q4: 253,027 shares; 2025Q1: 79,463 shares; 2025Q2: 112,615 shares; 2025Q3: 108,835 shares; 2025Q4: 139,998 shares; 2026Q1: 98,431 shares; 2026Q2: 98,093 shares 98,093 $8.22M 0.7% -338 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: 22,266 shares; 2024Q4: 23,068 shares; 2025Q1: 21,025 shares; 2025Q2: 20,902 shares; 2025Q3: 20,226 shares; 2025Q4: 20,107 shares; 2026Q1: 24,516 shares; 2026Q2: 25,181 shares 25,181 $6.4M 0.54% +665 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: 26,017 shares; 2024Q4: 26,345 shares; 2025Q1: 21,989 shares; 2025Q2: 24,421 shares; 2025Q3: 21,898 shares; 2025Q4: 21,617 shares; 2026Q1: 22,222 shares; 2026Q2: 19,482 shares 19,482 $6.38M 0.54% -2,740 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: 25,927 shares; 2024Q4: 25,391 shares; 2025Q1: 18,803 shares; 2025Q2: 17,983 shares; 2025Q3: 17,997 shares; 2025Q4: 18,225 shares; 2026Q1: 17,584 shares; 2026Q2: 17,981 shares 17,981 $6.35M 0.54% +397 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: 16,401 shares; 2024Q4: 12,357 shares; 2025Q1: 13,075 shares; 2025Q2: 7,747 shares; 2025Q3: 7,757 shares; 2025Q4: 9,313 shares; 2026Q1: 9,130 shares; 2026Q2: 17,172 shares 17,172 $6.28M 0.53% +8,042 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: 3,785 shares; 2024Q4: 3,790 shares; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 2,997 shares; 2025Q4: 3,289 shares; 2026Q1: 4,734 shares; 2026Q2: 5,309 shares 5,309 $6.13M 0.52% +575 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: 55,135 shares; 2024Q4: 59,591 shares; 2025Q1: 53,555 shares; 2025Q2: 60,344 shares; 2025Q3: 55,487 shares; 2025Q4: 55,107 shares; 2026Q1: 52,397 shares; 2026Q2: 53,229 shares 53,229 $6.03M 0.51% +832 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: 15,944 shares; 2024Q4: 18,348 shares; 2025Q1: 12,248 shares; 2025Q2: 11,831 shares; 2025Q3: 12,440 shares; 2025Q4: 12,438 shares; 2026Q1: 11,884 shares; 2026Q2: 12,999 shares 12,999 $5.47M 0.46% +1,115 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,707 shares; 2025Q1: 1,186 shares; 2025Q2: 2,146 shares; 2025Q3: 1,548 shares; 2025Q4: 1,567 shares; 2026Q1: 1,545 shares; 2026Q2: 15,953 shares 15,953 $5.44M 0.46% +14,408 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,530 shares; 2024Q4: 12,072 shares; 2025Q1: 12,429 shares; 2025Q2: 10,956 shares; 2025Q3: 11,348 shares; 2025Q4: 11,323 shares; 2026Q1: 6,945 shares; 2026Q2: 7,794 shares 7,794 $5.35M 0.45% +849 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: 11,458 shares; 2024Q4: 12,250 shares; 2025Q1: 8,747 shares; 2025Q2: 9,295 shares; 2025Q3: 9,240 shares; 2025Q4: 9,078 shares; 2026Q1: 8,444 shares; 2026Q2: 8,919 shares 8,919 $5.02M 0.43% +475 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: 53,586 shares; 2024Q4: 49,898 shares; 2025Q1: 49,672 shares; 2025Q2: 49,712 shares; 2025Q3: 49,206 shares; 2025Q4: 46,569 shares; 2026Q1: 49,466 shares; 2026Q2: 50,641 shares 50,641 $4.89M 0.42% +1,175 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: 5,217 shares; 2024Q4: 6,033 shares; 2025Q1: 5,502 shares; 2025Q2: 5,440 shares; 2025Q3: 5,418 shares; 2025Q4: 5,182 shares; 2026Q1: 4,268 shares; 2026Q2: 4,478 shares 4,478 $4.77M 0.4% +210 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: 29,557 shares; 2024Q4: 24,837 shares; 2025Q1: 29,580 shares; 2025Q2: 19,442 shares; 2025Q3: 23,725 shares; 2025Q4: 30,358 shares; 2026Q1: 19,080 shares; 2026Q2: 19,065 shares 19,065 $4.63M 0.39% -15 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: 16,184 shares; 2024Q4: 17,464 shares; 2025Q1: 13,316 shares; 2025Q2: 15,285 shares; 2025Q3: 13,552 shares; 2025Q4: 13,248 shares; 2026Q1: 13,489 shares; 2026Q2: 13,347 shares 13,347 $4.58M 0.39% -142 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: 50,960 shares; 2024Q4: 52,727 shares; 2025Q1: 48,040 shares; 2025Q2: 46,663 shares; 2025Q3: 47,513 shares; 2025Q4: 47,285 shares; 2026Q1: 52,129 shares; 2026Q2: 54,673 shares 54,673 $4.52M 0.38% +2,544 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 1,885 shares; 2025Q1: 991 shares; 2025Q2: 975 shares; 2025Q3: 1,426 shares; 2025Q4: 1,509 shares; 2026Q1: 1,724 shares; 2026Q2: 13,480 shares 13,480 $4.24M 0.36% +11,756 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: 6,624 shares; 2024Q4: 9,337 shares; 2025Q1: 9,119 shares; 2025Q2: 9,096 shares; 2025Q3: 8,634 shares; 2025Q4: 8,380 shares; 2026Q1: 8,776 shares; 2026Q2: 8,796 shares 8,796 $4.2M 0.36% +20 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: 6,507 shares; 2024Q4: 5,778 shares; 2025Q1: 5,657 shares; 2025Q2: 3,194 shares; 2025Q3: 3,301 shares; 2025Q4: 3,368 shares; 2026Q1: 27,951 shares; 2026Q2: 28,225 shares 28,225 $4.19M 0.36% +274 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: 6,635 shares; 2024Q4: 6,613 shares; 2025Q1: 6,588 shares; 2025Q2: 6,408 shares; 2025Q3: 5,977 shares; 2025Q4: 5,923 shares; 2026Q1: 7,889 shares; 2026Q2: 31,231 shares 31,231 $3.88M 0.33% +23,342 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: 4,050 shares; 2024Q4: 4,020 shares; 2025Q1: 2,855 shares; 2025Q2: 3,476 shares; 2025Q3: 2,658 shares; 2025Q4: 2,714 shares; 2026Q1: 2,732 shares; 2026Q2: 2,996 shares 2,996 $3.59M 0.31% +264 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: 5,362 shares; 2024Q4: 17,710 shares; 2025Q1: 17,710 shares; 2025Q2: 17,887 shares; 2025Q3: 17,779 shares; 2025Q4: 17,549 shares; 2026Q1: 22,777 shares; 2026Q2: 26,570 shares 26,570 $3.31M 0.28% +3,793 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: 23,318 shares; 2024Q4: 25,098 shares; 2025Q1: 21,337 shares; 2025Q2: 20,691 shares; 2025Q3: 20,345 shares; 2025Q4: 20,437 shares; 2026Q1: 20,072 shares; 2026Q2: 22,165 shares 22,165 $3.25M 0.28% +2,093 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,826 shares; 2024Q4: 12,826 shares; 2025Q1: 12,826 shares; 2025Q2: 12,826 shares; 2025Q3: 12,826 shares; 2025Q4: 12,826 shares; 2026Q1: 12,826 shares; 2026Q2: 12,979 shares 12,979 $3.2M 0.27% +153 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: 4,651 shares; 2024Q4: 4,590 shares; 2025Q1: 3,607 shares; 2025Q2: 3,443 shares; 2025Q3: 3,328 shares; 2025Q4: 3,323 shares; 2026Q1: 2,940 shares; 2026Q2: 3,054 shares 3,054 $3.09M 0.26% +114 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: 24,520 shares; 2024Q4: 27,648 shares; 2025Q1: 38,125 shares; 2025Q2: 41,378 shares; 2025Q3: 40,379 shares; 2025Q4: 39,917 shares; 2026Q1: 46,473 shares; 2026Q2: 40,988 shares 40,988 $3.01M 0.26% -5,485 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: 16,123 shares; 2024Q4: 18,805 shares; 2025Q1: 16,108 shares; 2025Q2: 15,967 shares; 2025Q3: 14,211 shares; 2025Q4: 13,512 shares; 2026Q1: 16,411 shares; 2026Q2: 17,799 shares 17,799 $2.95M 0.25% +1,388 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: 38,459 shares; 2024Q4: 38,459 shares; 2025Q1: 38,635 shares; 2025Q2: 38,619 shares; 2025Q3: 38,809 shares; 2025Q4: 38,429 shares; 2026Q1: 38,330 shares; 2026Q2: 38,330 shares 38,330 $2.89M 0.25% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 606 shares; 2025Q1: 627 shares; 2025Q2: 771 shares; 2025Q3: 930 shares; 2025Q4: 1,144 shares; 2026Q1: 1,395 shares; 2026Q2: 1,433 shares 1,433 $2.85M 0.24% +38 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,077 shares; 2024Q4: 351,711 shares; 2025Q1: 284,746 shares; 2025Q2: 361,053 shares; 2025Q3: 229,753 shares; 2025Q4: 228,617 shares; 2026Q1: 111,816 shares; 2026Q2: 85,822 shares 85,822 $2.81M 0.24% -25,994 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: 11,135 shares; 2024Q4: 11,050 shares; 2025Q1: 8,823 shares; 2025Q2: 9,708 shares; 2025Q3: 8,815 shares; 2025Q4: 8,915 shares; 2026Q1: 7,921 shares; 2026Q2: 9,914 shares 9,914 $2.79M 0.24% +1,993 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: 19,497 shares; 2024Q4: 21,271 shares; 2025Q1: 20,489 shares; 2025Q2: 20,422 shares; 2025Q3: 20,290 shares; 2025Q4: 20,114 shares; 2026Q1: 20,542 shares; 2026Q2: 20,129 shares 20,129 $2.73M 0.23% -413 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,863 shares; 2024Q4: 10,759 shares; 2025Q1: 10,523 shares; 2025Q2: 8,587 shares; 2025Q3: 8,727 shares; 2025Q4: 9,176 shares; 2026Q1: 9,316 shares; 2026Q2: 9,023 shares 9,023 $2.71M 0.23% -293 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: 28,550 shares; 2024Q4: 31,498 shares; 2025Q1: 25,939 shares; 2025Q2: 28,892 shares; 2025Q3: 25,061 shares; 2025Q4: 23,663 shares; 2026Q1: 25,703 shares; 2026Q2: 22,809 shares 22,809 $2.68M 0.23% -2,894 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: 11,735 shares; 2024Q4: 10,494 shares; 2025Q1: 7,781 shares; 2025Q2: 7,513 shares; 2025Q3: 6,931 shares; 2025Q4: 6,990 shares; 2026Q1: 8,353 shares; 2026Q2: 10,133 shares 10,133 $2.55M 0.22% +1,780 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: 6,211 shares; 2024Q4: 6,663 shares; 2025Q1: 4,829 shares; 2025Q2: 5,766 shares; 2025Q3: 5,081 shares; 2025Q4: 4,990 shares; 2026Q1: 4,830 shares; 2026Q2: 4,938 shares 4,938 $2.54M 0.22% +108 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 3,709 shares; 2025Q1: 3,704 shares; 2025Q2: 3,593 shares; 2025Q3: 3,584 shares; 2025Q4: 3,584 shares; 2026Q1: 3,584 shares; 2026Q2: 3,583 shares 3,583 $2.52M 0.21% -1 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: 4,615 shares; 2025Q1: 4,607 shares; 2025Q2: 5,996 shares; 2025Q3: 4,724 shares; 2025Q4: 5,057 shares; 2026Q1: 5,174 shares; 2026Q2: 5,560 shares 5,560 $2.41M 0.2% +386 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,913 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,930 shares; 2025Q3: 3,835 shares; 2025Q4: 3,835 shares; 2026Q1: 9,750 shares; 2026Q2: 9,750 shares 9,750 $2.36M 0.2% 0 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: 13,606 shares; 2024Q4: 13,428 shares; 2025Q1: 11,298 shares; 2025Q2: 12,140 shares; 2025Q3: 11,535 shares; 2025Q4: 10,211 shares; 2026Q1: 10,606 shares; 2026Q2: 15,925 shares 15,925 $2.33M 0.2% +5,319 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares; 2026Q1: 2,279 shares; 2026Q2: 19,369 shares 19,369 $2.31M 0.2% +17,090 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: 25,841 shares; 2024Q4: 17,648 shares; 2025Q1: 14,940 shares; 2025Q2: not reported; 2025Q3: 12,135 shares; 2025Q4: 12,386 shares; 2026Q1: 15,027 shares; 2026Q2: 16,226 shares 16,226 $2.27M 0.19% +1,199 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: 20,824 shares; 2024Q4: 24,817 shares; 2025Q1: 23,590 shares; 2025Q2: 26,529 shares; 2025Q3: 24,681 shares; 2025Q4: 24,555 shares; 2026Q1: 24,592 shares; 2026Q2: 25,495 shares 25,495 $2.24M 0.19% +903 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,123 shares; 2024Q4: 15,572 shares; 2025Q1: 26,932 shares; 2025Q2: 29,570 shares; 2025Q3: 29,664 shares; 2025Q4: 29,763 shares; 2026Q1: 29,763 shares; 2026Q2: 28,983 shares 28,983 $2.23M 0.19% -780 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: 897 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,002 shares; 2025Q3: 1,097 shares; 2025Q4: 1,092 shares; 2026Q1: 1,264 shares; 2026Q2: 4,497 shares 4,497 $2.21M 0.19% +3,233 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: 7,456 shares; 2024Q4: 7,885 shares; 2025Q1: 6,843 shares; 2025Q2: 7,450 shares; 2025Q3: 7,201 shares; 2025Q4: 6,309 shares; 2026Q1: 6,388 shares; 2026Q2: 6,120 shares 6,120 $2.16M 0.18% -268 Timeline CATH 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: 49,509 shares; 2024Q4: 48,540 shares; 2025Q1: 48,655 shares; 2025Q2: 35,933 shares; 2025Q3: 33,163 shares; 2025Q4: 29,576 shares; 2026Q1: 23,989 shares; 2026Q2: 24,096 shares 24,096 $2.13M 0.18% +107 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: 21,862 shares; 2024Q4: 22,868 shares; 2025Q1: 20,629 shares; 2025Q2: 21,338 shares; 2025Q3: 23,365 shares; 2025Q4: 22,012 shares; 2026Q1: 18,922 shares; 2026Q2: 25,319 shares 25,319 $2.06M 0.17% +6,397 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 2,814 shares; 2025Q1: 2,008 shares; 2025Q2: 2,760 shares; 2025Q3: 2,200 shares; 2025Q4: 2,104 shares; 2026Q1: 2,069 shares; 2026Q2: 2,187 shares 2,187 $2.05M 0.17% +118 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: 6,821 shares; 2024Q4: 6,790 shares; 2025Q1: 5,499 shares; 2025Q2: 5,388 shares; 2025Q3: 5,779 shares; 2025Q4: 5,855 shares; 2026Q1: 5,159 shares; 2026Q2: 5,454 shares 5,454 $2.02M 0.17% +295 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,889 shares; 2024Q4: 13,889 shares; 2025Q1: 13,889 shares; 2025Q2: 13,889 shares; 2025Q3: 13,399 shares; 2025Q4: 13,413 shares; 2026Q1: 13,399 shares; 2026Q2: 13,419 shares 13,419 $1.96M 0.17% +20 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: 12,865 shares; 2024Q4: 16,407 shares; 2025Q1: 11,933 shares; 2025Q2: 11,905 shares; 2025Q3: 12,784 shares; 2025Q4: 13,088 shares; 2026Q1: 13,498 shares; 2026Q2: 13,620 shares 13,620 $1.95M 0.17% +122 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: 23,629 shares; 2024Q4: 16,973 shares; 2025Q1: 15,383 shares; 2025Q2: 14,714 shares; 2025Q3: 14,834 shares; 2025Q4: 15,133 shares; 2026Q1: 15,181 shares; 2026Q2: 14,851 shares 14,851 $1.91M 0.16% -330 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: 19,910 shares; 2024Q4: 20,327 shares; 2025Q1: 18,196 shares; 2025Q2: 17,771 shares; 2025Q3: 19,781 shares; 2025Q4: 19,743 shares; 2026Q1: 20,601 shares; 2026Q2: 20,774 shares 20,774 $1.9M 0.16% +173 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,007 shares; 2024Q4: 6,002 shares; 2025Q1: 5,921 shares; 2025Q2: 4,947 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares; 2026Q1: 4,734 shares; 2026Q2: 4,724 shares 4,724 $1.86M 0.16% -10 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,910 shares; 2024Q4: 3,005 shares; 2025Q1: 1,821 shares; 2025Q2: 1,976 shares; 2025Q3: 2,348 shares; 2025Q4: 2,346 shares; 2026Q1: 4,414 shares; 2026Q2: 11,099 shares 11,099 $1.85M 0.16% +6,685 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,378 shares; 2024Q4: 3,385 shares; 2025Q1: 2,924 shares; 2025Q2: 2,782 shares; 2025Q3: 2,959 shares; 2025Q4: 3,045 shares; 2026Q1: 2,849 shares; 2026Q2: 2,915 shares 2,915 $1.85M 0.16% +66 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,951 shares; 2024Q4: 33,646 shares; 2025Q1: 24,721 shares; 2025Q2: 41,589 shares; 2025Q3: 47,209 shares; 2025Q4: 55,724 shares; 2026Q1: 53,920 shares; 2026Q2: 48,231 shares 48,231 $1.84M 0.16% -5,689 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,578 shares; 2024Q4: 8,578 shares; 2025Q1: 8,578 shares; 2025Q2: 8,578 shares; 2025Q3: 8,578 shares; 2025Q4: 8,598 shares; 2026Q1: 10,982 shares; 2026Q2: 10,991 shares 10,991 $1.81M 0.15% +9 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588 shares; 2024Q4: 1,852 shares; 2025Q1: 1,249 shares; 2025Q2: 1,252 shares; 2025Q3: 1,447 shares; 2025Q4: 1,466 shares; 2026Q1: 1,383 shares; 2026Q2: 1,480 shares 1,480 $1.74M 0.15% +97 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: not reported; 2024Q4: not reported; 2025Q1: 17,640 shares; 2025Q2: 52,570 shares; 2025Q3: 52,570 shares; 2025Q4: 57,413 shares; 2026Q1: 57,413 shares; 2026Q2: 57,413 shares 57,413 $1.69M 0.14% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,240 shares; 2024Q4: 9,775 shares; 2025Q1: 9,742 shares; 2025Q2: 9,961 shares; 2025Q3: 9,907 shares; 2025Q4: 9,907 shares; 2026Q1: 9,907 shares; 2026Q2: 10,809 shares 10,809 $1.69M 0.14% +902 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,980 shares; 2024Q4: 34,423 shares; 2025Q1: 19,554 shares; 2025Q2: 37,276 shares; 2025Q3: 34,244 shares; 2025Q4: 31,739 shares; 2026Q1: 26,827 shares; 2026Q2: 65,995 shares 65,995 $1.68M 0.14% +39,168 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,489 shares; 2024Q4: 17,456 shares; 2025Q1: 17,456 shares; 2025Q2: 16,980 shares; 2025Q3: 16,890 shares; 2025Q4: 16,590 shares; 2026Q1: 16,230 shares; 2026Q2: 15,907 shares 15,907 $1.65M 0.14% -323 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: 7,341 shares; 2024Q4: 8,069 shares; 2025Q1: 7,420 shares; 2025Q2: 8,146 shares; 2025Q3: 6,590 shares; 2025Q4: 6,025 shares; 2026Q1: 5,681 shares; 2026Q2: 5,520 shares 5,520 $1.65M 0.14% -161 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,445 shares; 2024Q4: 6,435 shares; 2025Q1: 4,666 shares; 2025Q2: 4,658 shares; 2025Q3: 4,626 shares; 2025Q4: 4,635 shares; 2026Q1: 3,904 shares; 2026Q2: 4,372 shares 4,372 $1.63M 0.14% +468 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: 32,181 shares; 2024Q4: 31,810 shares; 2025Q1: 24,876 shares; 2025Q2: 31,992 shares; 2025Q3: 31,238 shares; 2025Q4: 32,412 shares; 2026Q1: 32,677 shares; 2026Q2: 67,683 shares 67,683 $1.63M 0.14% +35,006 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: 845 shares; 2024Q4: 793 shares; 2025Q1: 490 shares; 2025Q2: 774 shares; 2025Q3: 497 shares; 2025Q4: 498 shares; 2026Q1: 513 shares; 2026Q2: 5,284 shares 5,284 $1.59M 0.14% +4,771 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: 1,795 shares; 2024Q4: 1,827 shares; 2025Q1: 1,173 shares; 2025Q2: 1,006 shares; 2025Q3: 1,078 shares; 2025Q4: 1,039 shares; 2026Q1: 826 shares; 2026Q2: 804 shares 804 $1.59M 0.14% -22 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: 456 shares; 2024Q4: 461 shares; 2025Q1: 398 shares; 2025Q2: 394 shares; 2025Q3: 378 shares; 2025Q4: 379 shares; 2026Q1: 348 shares; 2026Q2: 8,764 shares 8,764 $1.56M 0.13% +8,416 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: 34,660 shares; 2024Q4: 38,907 shares; 2025Q1: 35,198 shares; 2025Q2: 35,781 shares; 2025Q3: 38,646 shares; 2025Q4: 34,726 shares; 2026Q1: 34,360 shares; 2026Q2: 36,281 shares 36,281 $1.54M 0.13% +1,921 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: 2,936 shares; 2024Q4: 3,091 shares; 2025Q1: 2,043 shares; 2025Q2: 2,264 shares; 2025Q3: 2,163 shares; 2025Q4: 20,860 shares; 2026Q1: 21,541 shares; 2026Q2: 21,480 shares 21,480 $1.53M 0.13% -61 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: 3,340 shares; 2024Q4: 3,402 shares; 2025Q1: 2,628 shares; 2025Q2: 2,551 shares; 2025Q3: 2,586 shares; 2025Q4: 2,513 shares; 2026Q1: 2,860 shares; 2026Q2: 2,907 shares 2,907 $1.51M 0.13% +47 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: 5,196 shares; 2024Q4: 6,104 shares; 2025Q1: 5,416 shares; 2025Q2: 7,317 shares; 2025Q3: 5,249 shares; 2025Q4: 5,203 shares; 2026Q1: 5,307 shares; 2026Q2: 5,503 shares 5,503 $1.5M 0.13% +196 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: 41,442 shares; 2024Q4: 99,132 shares; 2025Q1: 75,424 shares; 2025Q2: 72,184 shares; 2025Q3: 82,046 shares; 2025Q4: 78,870 shares; 2026Q1: 23,809 shares; 2026Q2: 24,519 shares 24,519 $1.46M 0.12% +710 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,292 shares; 2025Q1: not reported; 2025Q2: 39,468 shares; 2025Q3: 39,468 shares; 2025Q4: 39,468 shares; 2026Q1: 39,468 shares; 2026Q2: 39,468 shares 39,468 $1.43M 0.12% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,112 shares; 2024Q4: 11,254 shares; 2025Q1: 9,812 shares; 2025Q2: 10,163 shares; 2025Q3: 8,092 shares; 2025Q4: 7,700 shares; 2026Q1: 6,675 shares; 2026Q2: 6,819 shares 6,819 $1.43M 0.12% +144 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: 10,874 shares; 2024Q4: 10,817 shares; 2025Q1: 10,197 shares; 2025Q2: 10,092 shares; 2025Q3: 10,908 shares; 2025Q4: 10,522 shares; 2026Q1: 11,423 shares; 2026Q2: 23,475 shares 23,475 $1.42M 0.12% +12,052 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,390 shares; 2024Q4: 4,472 shares; 2025Q1: 4,472 shares; 2025Q2: 3,796 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares; 2026Q2: 3,800 shares 3,800 $1.39M 0.12% -10 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: 10,057 shares; 2024Q4: 11,527 shares; 2025Q1: 9,560 shares; 2025Q2: 9,174 shares; 2025Q3: 8,355 shares; 2025Q4: 8,489 shares; 2026Q1: 8,894 shares; 2026Q2: 7,281 shares 7,281 $1.32M 0.11% -1,613 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: 5,874 shares 5,874 $1.31M 0.11% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,036 shares; 2024Q4: 10,767 shares; 2025Q1: 8,678 shares; 2025Q2: 7,909 shares; 2025Q3: 9,275 shares; 2025Q4: 9,018 shares; 2026Q1: 9,682 shares; 2026Q2: 12,517 shares 12,517 $1.3M 0.11% +2,835 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: 10,551 shares; 2024Q4: 10,057 shares; 2025Q1: 9,961 shares; 2025Q2: 10,644 shares; 2025Q3: 11,700 shares; 2025Q4: 14,375 shares; 2026Q1: 16,793 shares; 2026Q2: 16,706 shares 16,706 $1.3M 0.11% -87 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,538 shares; 2024Q4: 4,531 shares; 2025Q1: 4,462 shares; 2025Q2: 6,368 shares; 2025Q3: 7,618 shares; 2025Q4: 10,636 shares; 2026Q1: 12,773 shares; 2026Q2: 13,421 shares 13,421 $1.28M 0.11% +648 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: 12,686 shares; 2024Q4: 12,959 shares; 2025Q1: 9,266 shares; 2025Q2: 10,640 shares; 2025Q3: 12,301 shares; 2025Q4: 11,819 shares; 2026Q1: 12,595 shares; 2026Q2: 13,072 shares 13,072 $1.25M 0.11% +477 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: 14,842 shares; 2024Q4: 13,560 shares; 2025Q1: 10,010 shares; 2025Q2: 8,923 shares; 2025Q3: 8,836 shares; 2025Q4: 8,802 shares; 2026Q1: 8,950 shares; 2026Q2: 8,908 shares 8,908 $1.25M 0.11% -42 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: 4,409 shares; 2024Q4: 5,205 shares; 2025Q1: 3,606 shares; 2025Q2: 3,620 shares; 2025Q3: 2,642 shares; 2025Q4: 2,831 shares; 2026Q1: 2,387 shares; 2026Q2: 2,958 shares 2,958 $1.23M 0.1% +571 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: 1,746 shares; 2024Q4: 3,713 shares; 2025Q1: 2,569 shares; 2025Q2: 3,463 shares; 2025Q3: 3,221 shares; 2025Q4: 3,065 shares; 2026Q1: 3,441 shares; 2026Q2: 3,519 shares 3,519 $1.2M 0.1% +78 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: 3,695 shares; 2024Q4: 3,751 shares; 2025Q1: 2,259 shares; 2025Q2: 2,102 shares; 2025Q3: 2,686 shares; 2025Q4: 2,675 shares; 2026Q1: 2,679 shares; 2026Q2: 2,748 shares 2,748 $1.17M 0.1% +69 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,136 shares; 2024Q4: 26,926 shares; 2025Q1: 17,902 shares; 2025Q2: 12,741 shares; 2025Q3: 13,300 shares; 2025Q4: 12,631 shares; 2026Q1: 12,987 shares; 2026Q2: 10,002 shares 10,002 $1.16M 0.1% -2,985 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 8,854 shares; 2025Q4: 7,600 shares; 2026Q1: 9,451 shares; 2026Q2: 9,441 shares 9,441 $1.15M 0.1% -10 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: 5,078 shares; 2024Q4: 4,927 shares; 2025Q1: 4,311 shares; 2025Q2: 4,150 shares; 2025Q3: 4,374 shares; 2025Q4: 4,360 shares; 2026Q1: 4,442 shares; 2026Q2: 4,221 shares 4,221 $1.14M 0.1% -221 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares; 2026Q2: 1,728 shares 1,728 $1.1M 0.09% +278 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,399 shares; 2025Q1: 10,399 shares; 2025Q2: 10,571 shares; 2025Q3: 10,571 shares; 2025Q4: 10,571 shares; 2026Q1: 10,593 shares; 2026Q2: 10,777 shares 10,777 $1.04M 0.09% +184 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 403 shares; 2025Q1: 416 shares; 2025Q2: 613 shares; 2025Q3: 533 shares; 2025Q4: 509 shares; 2026Q1: 714 shares; 2026Q2: 775 shares 775 $1.03M 0.09% +61 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: 3,475 shares; 2024Q4: 3,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: 3,354 shares; 2026Q1: 3,414 shares; 2026Q2: 3,378 shares 3,378 $1.02M 0.09% -36 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,111 shares; 2024Q4: 9,144 shares; 2025Q1: 8,851 shares; 2025Q2: 8,776 shares; 2025Q3: 8,776 shares; 2025Q4: 8,776 shares; 2026Q1: 6,305 shares; 2026Q2: 6,302 shares 6,302 $1.02M 0.09% -3 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,301 shares; 2024Q4: 42,358 shares; 2025Q1: 42,648 shares; 2025Q2: 42,538 shares; 2025Q3: 39,310 shares; 2025Q4: 40,269 shares; 2026Q1: 43,794 shares; 2026Q2: 42,761 shares 42,761 $1.02M 0.09% -1,033 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: 1,352 shares; 2025Q1: 1,178 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,107 shares; 2026Q1: 1,036 shares; 2026Q2: 1,040 shares 1,040 $1M 0.08% +4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,496 shares; 2025Q2: 5,496 shares; 2025Q3: 5,496 shares; 2025Q4: 5,496 shares; 2026Q1: 6,112 shares; 2026Q2: 6,344 shares 6,344 $994K 0.08% +232 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,288 shares; 2024Q4: 3,587 shares; 2025Q1: 2,671 shares; 2025Q2: 2,565 shares; 2025Q3: 2,352 shares; 2025Q4: 2,257 shares; 2026Q1: 2,243 shares; 2026Q2: 2,114 shares 2,114 $985K 0.08% -129 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: 5,535 shares; 2025Q1: 4,452 shares; 2025Q2: 4,317 shares; 2025Q3: 6,698 shares; 2025Q4: 6,568 shares; 2026Q1: 6,762 shares; 2026Q2: 8,434 shares 8,434 $984K 0.08% +1,672 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: 18,174 shares; 2024Q4: 18,174 shares; 2025Q1: 18,498 shares; 2025Q2: 18,174 shares; 2025Q3: 18,174 shares; 2025Q4: 18,356 shares; 2026Q1: 18,285 shares; 2026Q2: 18,285 shares 18,285 $980K 0.08% 0 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: 2,097 shares; 2024Q4: 2,069 shares; 2025Q1: 1,557 shares; 2025Q2: 1,491 shares; 2025Q3: 1,509 shares; 2025Q4: 1,520 shares; 2026Q1: 1,947 shares; 2026Q2: 1,949 shares 1,949 $977K 0.08% +2 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: 21,912 shares; 2024Q4: 22,287 shares; 2025Q1: 22,344 shares; 2025Q2: 24,939 shares; 2025Q3: 30,652 shares; 2025Q4: 42,992 shares; 2026Q1: 48,381 shares; 2026Q2: 49,093 shares 49,093 $976K 0.08% +712 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: 20,166 shares; 2024Q4: 17,510 shares; 2025Q1: 16,215 shares; 2025Q2: 23,638 shares; 2025Q3: 32,362 shares; 2025Q4: 33,989 shares; 2026Q1: 38,139 shares; 2026Q2: 39,406 shares 39,406 $972K 0.08% +1,267 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: 8,312 shares; 2024Q4: 8,333 shares; 2025Q1: 4,185 shares; 2025Q2: 3,854 shares; 2025Q3: 5,161 shares; 2025Q4: 5,227 shares; 2026Q1: 5,700 shares; 2026Q2: 6,270 shares 6,270 $950K 0.08% +570 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,477 shares; 2024Q4: 39,098 shares; 2025Q1: 39,376 shares; 2025Q2: 15,972 shares; 2025Q3: 16,476 shares; 2025Q4: 14,591 shares; 2026Q1: 19,796 shares; 2026Q2: 18,952 shares 18,952 $948K 0.08% -844 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,113 shares; 2024Q4: 4,188 shares; 2025Q1: 3,332 shares; 2025Q2: 3,259 shares; 2025Q3: 3,553 shares; 2025Q4: 3,459 shares; 2026Q1: 4,367 shares; 2026Q2: 4,276 shares 4,276 $943K 0.08% -91 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,697 shares; 2024Q4: 9,697 shares; 2025Q1: 9,696 shares; 2025Q2: 9,696 shares; 2025Q3: 9,696 shares; 2025Q4: 9,696 shares; 2026Q1: 9,696 shares; 2026Q2: 9,696 shares 9,696 $927K 0.08% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,630 shares; 2024Q4: 54,912 shares; 2025Q1: 43,565 shares; 2025Q2: 44,879 shares; 2025Q3: 46,997 shares; 2025Q4: 45,724 shares; 2026Q1: 43,546 shares; 2026Q2: 43,965 shares 43,965 $910K 0.08% +419 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,373 shares; 2024Q4: 87,729 shares; 2025Q1: 89,503 shares; 2025Q2: 102,451 shares; 2025Q3: 104,324 shares; 2025Q4: 103,945 shares; 2026Q1: 23,206 shares; 2026Q2: 22,888 shares 22,888 $908K 0.08% -318 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 40,395 shares 40,395 $905K 0.08% +28,395 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,330 shares; 2025Q1: 1,195 shares; 2025Q2: 1,214 shares; 2025Q3: 1,273 shares; 2025Q4: 1,247 shares; 2026Q1: 1,178 shares; 2026Q2: 1,172 shares 1,172 $894K 0.08% -6 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,972 shares; 2025Q3: 24,972 shares; 2025Q4: 24,972 shares; 2026Q1: 25,364 shares; 2026Q2: 28,609 shares 28,609 $890K 0.08% +3,245 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: 4,655 shares; 2024Q4: 5,060 shares; 2025Q1: 2,862 shares; 2025Q2: 4,771 shares; 2025Q3: 3,167 shares; 2025Q4: 3,232 shares; 2026Q1: 3,373 shares; 2026Q2: 3,430 shares 3,430 $877K 0.07% +57 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: 1,713 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,673 shares; 2026Q1: 1,768 shares; 2026Q2: 2,018 shares 2,018 $871K 0.07% +250 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,964 shares; 2024Q4: 1,957 shares; 2025Q1: 1,445 shares; 2025Q2: 1,424 shares; 2025Q3: 1,898 shares; 2025Q4: 2,219 shares; 2026Q1: 3,140 shares; 2026Q2: 3,131 shares 3,131 $863K 0.07% -9 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: 6,367 shares; 2024Q4: 7,519 shares; 2025Q1: 5,813 shares; 2025Q2: 7,382 shares; 2025Q3: 7,406 shares; 2025Q4: 7,530 shares; 2026Q1: 9,512 shares; 2026Q2: 9,322 shares 9,322 $860K 0.07% -190 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,596 shares; 2024Q4: 6,702 shares; 2025Q1: 4,248 shares; 2025Q2: 3,103 shares; 2025Q3: 3,420 shares; 2025Q4: 3,335 shares; 2026Q1: 3,249 shares; 2026Q2: 2,260 shares 2,260 $852K 0.07% -989 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: 7,812 shares; 2024Q4: 7,282 shares; 2025Q1: 5,452 shares; 2025Q2: 7,118 shares; 2025Q3: 5,414 shares; 2025Q4: 5,124 shares; 2026Q1: 4,490 shares; 2026Q2: 4,593 shares 4,593 $849K 0.07% +103 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: 25,045 shares; 2024Q4: 30,962 shares; 2025Q1: 30,993 shares; 2025Q2: 35,345 shares; 2025Q3: 41,928 shares; 2025Q4: 51,878 shares; 2026Q1: 63,436 shares; 2026Q2: 61,357 shares 61,357 $847K 0.07% -2,079 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,640 shares; 2024Q4: 4,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,651 shares; 2025Q4: 2,352 shares; 2026Q1: 2,277 shares; 2026Q2: 1,713 shares 1,713 $840K 0.07% -564 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $830K 0.07% 0 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: 9,251 shares; 2024Q4: 9,423 shares; 2025Q1: 7,417 shares; 2025Q2: 7,931 shares; 2025Q3: 7,545 shares; 2025Q4: 8,006 shares; 2026Q1: 9,164 shares; 2026Q2: 13,912 shares 13,912 $802K 0.07% +4,748 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: 1,399 shares; 2024Q4: 2,159 shares; 2025Q1: 1,675 shares; 2025Q2: 1,909 shares; 2025Q3: 1,829 shares; 2025Q4: 8,357 shares; 2026Q1: 8,517 shares; 2026Q2: 7,961 shares 7,961 $790K 0.07% -556 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: 4,294 shares; 2024Q4: 4,915 shares; 2025Q1: 4,974 shares; 2025Q2: 4,294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,288 shares; 2026Q2: 11,029 shares 11,029 $786K 0.07% +741 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,507 shares; 2024Q4: 10,220 shares; 2025Q1: 9,911 shares; 2025Q2: 10,242 shares; 2025Q3: 11,008 shares; 2025Q4: 10,921 shares; 2026Q1: 10,174 shares; 2026Q2: 9,589 shares 9,589 $770K 0.07% -585 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,282 shares; 2024Q4: 1,848 shares; 2025Q1: 823 shares; 2025Q2: 947 shares; 2025Q3: 1,002 shares; 2025Q4: 977 shares; 2026Q1: 980 shares; 2026Q2: 1,014 shares 1,014 $768K 0.07% +34 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,227 shares; 2026Q2: 11,227 shares 11,227 $768K 0.07% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,958 shares 6,958 $766K 0.07% +358 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,873 shares; 2024Q4: 6,986 shares; 2025Q1: 6,963 shares; 2025Q2: 6,711 shares; 2025Q3: 6,988 shares; 2025Q4: 6,627 shares; 2026Q1: 6,470 shares; 2026Q2: 6,205 shares 6,205 $763K 0.06% -265 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: 5,438 shares; 2024Q4: 5,487 shares; 2025Q1: 4,486 shares; 2025Q2: 4,846 shares; 2025Q3: 5,756 shares; 2025Q4: 6,089 shares; 2026Q1: 6,567 shares; 2026Q2: 10,532 shares 10,532 $758K 0.06% +3,965 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: 7,115 shares; 2024Q4: 7,220 shares; 2025Q1: 4,770 shares; 2025Q2: 4,782 shares; 2025Q3: 4,707 shares; 2025Q4: 4,633 shares; 2026Q1: 6,351 shares; 2026Q2: 5,938 shares 5,938 $752K 0.06% -413 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,507 shares; 2024Q4: 19,474 shares; 2025Q1: 14,205 shares; 2025Q2: 10,922 shares; 2025Q3: 11,431 shares; 2025Q4: 11,372 shares; 2026Q1: 12,081 shares; 2026Q2: 8,902 shares 8,902 $746K 0.06% -3,179 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: 23,276 shares; 2024Q4: 24,479 shares; 2025Q1: 21,154 shares; 2025Q2: 23,822 shares; 2025Q3: 19,800 shares; 2025Q4: 18,531 shares; 2026Q1: 23,485 shares; 2026Q2: 30,234 shares 30,234 $742K 0.06% +6,749 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,309 shares; 2024Q4: 4,758 shares; 2025Q1: 2,594 shares; 2025Q2: 1,972 shares; 2025Q3: 2,046 shares; 2025Q4: 2,039 shares; 2026Q1: 2,159 shares; 2026Q2: 2,118 shares 2,118 $741K 0.06% -41 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: 7,772 shares; 2024Q4: 7,892 shares; 2025Q1: 7,381 shares; 2025Q2: 7,859 shares; 2025Q3: 7,903 shares; 2025Q4: 7,569 shares; 2026Q1: 6,883 shares; 2026Q2: 6,725 shares 6,725 $738K 0.06% -158 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 3,171 shares; 2025Q1: 2,497 shares; 2025Q2: 1,886 shares; 2025Q3: 2,452 shares; 2025Q4: 2,520 shares; 2026Q1: 2,570 shares; 2026Q2: 1,621 shares 1,621 $738K 0.06% -949 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: 2,470 shares; 2024Q4: 2,604 shares; 2025Q1: 1,935 shares; 2025Q2: 1,894 shares; 2025Q3: 2,322 shares; 2025Q4: 2,492 shares; 2026Q1: 2,839 shares; 2026Q2: 2,969 shares 2,969 $731K 0.06% +130 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,685 shares; 2024Q4: 15,893 shares; 2025Q1: 11,437 shares; 2025Q2: 8,435 shares; 2025Q3: 8,240 shares; 2025Q4: 8,014 shares; 2026Q1: 7,709 shares; 2026Q2: 5,072 shares 5,072 $726K 0.06% -2,637 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: 4,336 shares; 2024Q4: 4,458 shares; 2025Q1: 4,437 shares; 2025Q2: 5,075 shares; 2025Q3: 5,879 shares; 2025Q4: 7,712 shares; 2026Q1: 8,013 shares; 2026Q2: 8,694 shares 8,694 $720K 0.06% +681 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,217 shares; 2024Q4: 3,509 shares; 2025Q1: 2,230 shares; 2025Q2: 2,187 shares; 2025Q3: 3,135 shares; 2025Q4: 3,257 shares; 2026Q1: 5,014 shares; 2026Q2: 5,252 shares 5,252 $711K 0.06% +238 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,378 shares; 2024Q4: 13,722 shares; 2025Q1: 8,607 shares; 2025Q2: 8,080 shares; 2025Q3: 6,665 shares; 2025Q4: 10,057 shares; 2026Q1: 14,502 shares; 2026Q2: 14,946 shares 14,946 $710K 0.06% +444 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: 4,068 shares; 2024Q4: 4,068 shares; 2025Q1: 4,441 shares; 2025Q2: 4,654 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares; 2026Q1: 4,622 shares; 2026Q2: 25,819 shares 25,819 $708K 0.06% +21,197 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,945 shares; 2025Q1: 15,945 shares; 2025Q2: 15,945 shares; 2025Q3: 15,945 shares; 2025Q4: 15,945 shares; 2026Q1: 15,945 shares; 2026Q2: 15,945 shares 15,945 $707K 0.06% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272 shares; 2024Q4: 1,295 shares; 2025Q1: 1,312 shares; 2025Q2: 1,298 shares; 2025Q3: 1,387 shares; 2025Q4: 1,246 shares; 2026Q1: 1,244 shares; 2026Q2: 1,256 shares 1,256 $706K 0.06% +12 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: 7,758 shares; 2024Q4: 7,580 shares; 2025Q1: 7,274 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,986 shares; 2026Q1: 6,953 shares; 2026Q2: 8,484 shares 8,484 $703K 0.06% +1,531 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,437 shares; 2025Q3: 8,532 shares; 2025Q4: 11,420 shares; 2026Q1: 13,638 shares; 2026Q2: 13,926 shares 13,926 $690K 0.06% +288 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: 6,824 shares; 2024Q4: 6,360 shares; 2025Q1: 6,168 shares; 2025Q2: 5,456 shares; 2025Q3: 5,601 shares; 2025Q4: 5,553 shares; 2026Q1: 9,329 shares; 2026Q2: 9,213 shares 9,213 $685K 0.06% -116 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,283 shares; 2024Q4: 41,884 shares; 2025Q1: 36,594 shares; 2025Q2: 32,627 shares; 2025Q3: 31,239 shares; 2025Q4: 30,609 shares; 2026Q1: 28,271 shares; 2026Q2: 21,552 shares 21,552 $681K 0.06% -6,719 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: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,663 shares; 2026Q1: 3,639 shares; 2026Q2: 3,639 shares 3,639 $674K 0.06% 0 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: 3,974 shares; 2024Q4: 3,964 shares; 2025Q1: 5,207 shares; 2025Q2: 2,255 shares; 2025Q3: 2,268 shares; 2025Q4: 2,078 shares; 2026Q1: 2,094 shares; 2026Q2: 8,284 shares 8,284 $667K 0.06% +6,190 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: 2,092 shares; 2025Q1: 2,284 shares; 2025Q2: 2,068 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 3,059 shares 3,059 $667K 0.06% +1,929 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,705 shares; 2024Q4: 16,038 shares; 2025Q1: 15,258 shares; 2025Q2: 12,050 shares; 2025Q3: 13,154 shares; 2025Q4: 13,425 shares; 2026Q1: 13,338 shares; 2026Q2: 9,411 shares 9,411 $665K 0.06% -3,927 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: 3,798 shares; 2024Q4: 5,114 shares; 2025Q1: 3,798 shares; 2025Q2: 2,966 shares; 2025Q3: 3,538 shares; 2025Q4: 3,416 shares; 2026Q1: 3,102 shares; 2026Q2: 1,751 shares 1,751 $663K 0.06% -1,351 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,653 shares; 2024Q4: 12,149 shares; 2025Q1: 7,933 shares; 2025Q2: 5,257 shares; 2025Q3: 5,901 shares; 2025Q4: 5,796 shares; 2026Q1: 5,339 shares; 2026Q2: 3,681 shares 3,681 $662K 0.06% -1,658 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,898 shares; 2024Q4: 1,957 shares; 2025Q1: 1,880 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,835 shares; 2026Q1: 2,938 shares; 2026Q2: 2,938 shares 2,938 $659K 0.06% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,056 shares; 2024Q4: 9,490 shares; 2025Q1: 4,645 shares; 2025Q2: 4,479 shares; 2025Q3: 3,870 shares; 2025Q4: 5,015 shares; 2026Q1: 6,343 shares; 2026Q2: 6,826 shares 6,826 $656K 0.06% +483 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: 5,807 shares; 2026Q1: 12,957 shares; 2026Q2: 10,860 shares 10,860 $653K 0.06% -2,097 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: 9,779 shares; 2024Q4: 11,185 shares; 2025Q1: 7,503 shares; 2025Q2: 7,568 shares; 2025Q3: 6,640 shares; 2025Q4: 6,381 shares; 2026Q1: 5,879 shares; 2026Q2: 6,304 shares 6,304 $644K 0.05% +425 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: 398 shares; 2024Q4: 403 shares; 2025Q1: 276 shares; 2025Q2: 4,089 shares; 2025Q3: 4,506 shares; 2025Q4: 4,432 shares; 2026Q1: 7,001 shares; 2026Q2: 6,831 shares 6,831 $629K 0.05% -170 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: 4,748 shares; 2025Q3: 4,748 shares; 2025Q4: 4,861 shares; 2026Q1: 5,482 shares; 2026Q2: 4,920 shares 4,920 $629K 0.05% -562 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,518 shares; 2024Q4: 7,859 shares; 2025Q1: 6,121 shares; 2025Q2: 7,032 shares; 2025Q3: 6,598 shares; 2025Q4: 6,304 shares; 2026Q1: 6,266 shares; 2026Q2: 6,449 shares 6,449 $621K 0.05% +183 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: 2,100 shares; 2024Q4: 2,262 shares; 2025Q1: 1,486 shares; 2025Q2: 1,598 shares; 2025Q3: 1,506 shares; 2025Q4: 1,578 shares; 2026Q1: 1,705 shares; 2026Q2: 1,559 shares 1,559 $620K 0.05% -146 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,144 shares; 2024Q4: 4,828 shares; 2025Q1: 3,068 shares; 2025Q2: 1,941 shares; 2025Q3: 2,211 shares; 2025Q4: 1,797 shares; 2026Q1: 1,770 shares; 2026Q2: 1,166 shares 1,166 $618K 0.05% -604 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: 2,203 shares; 2024Q4: 2,339 shares; 2025Q1: 1,595 shares; 2025Q2: 1,479 shares; 2025Q3: 1,899 shares; 2025Q4: 1,676 shares; 2026Q1: 1,823 shares; 2026Q2: 2,273 shares 2,273 $615K 0.05% +450 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: 4,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,647 shares; 2026Q1: 5,281 shares; 2026Q2: 5,909 shares 5,909 $611K 0.05% +628 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: 7,713 shares; 2026Q1: 3,940 shares; 2026Q2: 7,823 shares 7,823 $608K 0.05% +3,883 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,530 shares; 2025Q1: 4,368 shares; 2025Q2: 3,204 shares; 2025Q3: 5,977 shares; 2025Q4: 5,674 shares; 2026Q1: 6,431 shares; 2026Q2: 3,378 shares 3,378 $608K 0.05% -3,053 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares; 2026Q2: 1,255 shares 1,255 $607K 0.05% +165 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,492 shares; 2024Q4: 6,520 shares; 2025Q1: 3,707 shares; 2025Q2: 3,211 shares; 2025Q3: 4,823 shares; 2025Q4: 4,841 shares; 2026Q1: 6,413 shares; 2026Q2: 7,112 shares 7,112 $602K 0.05% +699 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: 12,897 shares; 2024Q4: 12,870 shares; 2025Q1: 12,365 shares; 2025Q2: 12,015 shares; 2025Q3: 16,814 shares; 2025Q4: 19,633 shares; 2026Q1: 24,109 shares; 2026Q2: 25,437 shares 25,437 $600K 0.05% +1,328 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 1,466 shares; 2025Q1: 1,370 shares; 2025Q2: 1,818 shares; 2025Q3: 1,733 shares; 2025Q4: 1,590 shares; 2026Q1: 1,476 shares; 2026Q2: 1,469 shares 1,469 $598K 0.05% -7 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: 11,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,938 shares; 2025Q3: 14,864 shares; 2025Q4: 18,462 shares; 2026Q1: 23,607 shares; 2026Q2: 23,819 shares 23,819 $597K 0.05% +212 Timeline IBDS 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: 9,571 shares; 2026Q2: 24,639 shares 24,639 $597K 0.05% +15,068 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: 2,226 shares; 2025Q1: 2,688 shares; 2025Q2: 2,505 shares; 2025Q3: 2,536 shares; 2025Q4: 2,868 shares; 2026Q1: 2,772 shares; 2026Q2: 2,784 shares 2,784 $596K 0.05% +12 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: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $586K 0.05% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 1,486 shares; 2025Q1: 1,456 shares; 2025Q2: 2,470 shares; 2025Q3: 1,819 shares; 2025Q4: 1,814 shares; 2026Q1: 2,685 shares; 2026Q2: 2,663 shares 2,663 $582K 0.05% -22 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,197 shares; 2024Q4: 19,676 shares; 2025Q1: 12,375 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,804 shares; 2026Q1: 11,276 shares; 2026Q2: 12,177 shares 12,177 $581K 0.05% +901 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,971 shares; 2024Q4: 4,189 shares; 2025Q1: 1,765 shares; 2025Q2: 1,614 shares; 2025Q3: 2,060 shares; 2025Q4: 2,929 shares; 2026Q1: 4,800 shares; 2026Q2: 4,302 shares 4,302 $579K 0.05% -498 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: 3,620 shares; 2024Q4: 3,804 shares; 2025Q1: 3,867 shares; 2025Q2: 3,652 shares; 2025Q3: 3,620 shares; 2025Q4: 3,692 shares; 2026Q1: 3,620 shares; 2026Q2: 3,620 shares 3,620 $574K 0.05% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,211 shares; 2024Q4: 1,247 shares; 2025Q1: 1,253 shares; 2025Q2: 1,394 shares; 2025Q3: 2,045 shares; 2025Q4: 2,773 shares; 2026Q1: 3,748 shares; 2026Q2: 3,694 shares 3,694 $569K 0.05% -54 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: not reported; 2025Q4: 3,850 shares; 2026Q1: 5,871 shares; 2026Q2: 5,989 shares 5,989 $569K 0.05% +118 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,962 shares 18,962 $549K 0.05% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 2,185 shares; 2025Q4: 2,103 shares; 2026Q1: 1,926 shares; 2026Q2: 2,034 shares 2,034 $547K 0.05% +108 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $547K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,768 shares; 2024Q4: 2,618 shares; 2025Q1: 1,545 shares; 2025Q2: 3,121 shares; 2025Q3: 1,844 shares; 2025Q4: 1,933 shares; 2026Q1: 2,452 shares; 2026Q2: 2,435 shares 2,435 $543K 0.05% -17 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: 2,409 shares; 2024Q4: 2,512 shares; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 2,321 shares; 2025Q4: 2,199 shares; 2026Q1: 2,697 shares; 2026Q2: 2,696 shares 2,696 $541K 0.05% -1 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: 2,041 shares; 2024Q4: 2,306 shares; 2025Q1: 1,814 shares; 2025Q2: 1,572 shares; 2025Q3: 1,426 shares; 2025Q4: 3,006 shares; 2026Q1: 2,852 shares; 2026Q2: 2,835 shares 2,835 $540K 0.05% -17 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: 4,877 shares; 2024Q4: 4,877 shares; 2025Q1: 4,877 shares; 2025Q2: 4,877 shares; 2025Q3: 4,877 shares; 2025Q4: 5,536 shares; 2026Q1: 6,362 shares; 2026Q2: 6,362 shares 6,362 $528K 0.04% 0 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: 32,677 shares; 2024Q4: 23,738 shares; 2025Q1: 5,655 shares; 2025Q2: 5,367 shares; 2025Q3: 6,712 shares; 2025Q4: 9,076 shares; 2026Q1: 9,240 shares; 2026Q2: 7,827 shares 7,827 $526K 0.04% -1,413 Timeline IBDR 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: 9,532 shares; 2026Q2: 21,443 shares 21,443 $520K 0.04% +11,911 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,079 shares; 2024Q4: 4,081 shares; 2025Q1: 4,084 shares; 2025Q2: 6,561 shares; 2025Q3: 6,578 shares; 2025Q4: 6,595 shares; 2026Q1: 6,315 shares; 2026Q2: 6,334 shares 6,334 $516K 0.04% +19 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: 5,222 shares; 2024Q4: 4,980 shares; 2025Q1: 4,960 shares; 2025Q2: 4,179 shares; 2025Q3: 5,149 shares; 2025Q4: 5,131 shares; 2026Q1: 5,620 shares; 2026Q2: 5,310 shares 5,310 $515K 0.04% -310 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,684 shares; 2024Q4: 6,184 shares; 2025Q1: 5,385 shares; 2025Q2: 4,453 shares; 2025Q3: 4,732 shares; 2025Q4: 4,709 shares; 2026Q1: 4,425 shares; 2026Q2: 4,112 shares 4,112 $512K 0.04% -313 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,482 shares; 2024Q4: 12,093 shares; 2025Q1: 7,745 shares; 2025Q2: 5,192 shares; 2025Q3: 5,474 shares; 2025Q4: 5,006 shares; 2026Q1: 4,837 shares; 2026Q2: 3,185 shares 3,185 $511K 0.04% -1,652 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,343 shares; 2024Q4: 6,480 shares; 2025Q1: 2,999 shares; 2025Q2: 2,155 shares; 2025Q3: 2,905 shares; 2025Q4: 4,012 shares; 2026Q1: 4,243 shares; 2026Q2: 3,640 shares 3,640 $509K 0.04% -603 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,374 shares; 2024Q4: 9,892 shares; 2025Q1: 6,628 shares; 2025Q2: 5,100 shares; 2025Q3: 5,505 shares; 2025Q4: 5,680 shares; 2026Q1: 5,505 shares; 2026Q2: 3,351 shares 3,351 $507K 0.04% -2,154 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: 10,211 shares; 2024Q4: 10,588 shares; 2025Q1: 11,560 shares; 2025Q2: 10,903 shares; 2025Q3: 11,901 shares; 2025Q4: 11,821 shares; 2026Q1: 11,064 shares; 2026Q2: 10,759 shares 10,759 $504K 0.04% -305 Timeline HLN HALEON PLC More: the full row for HALEON 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: 22,627 shares; 2025Q4: 39,605 shares; 2026Q1: 56,085 shares; 2026Q2: 53,903 shares 53,903 $503K 0.04% -2,182 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,683 shares; 2024Q4: 21,996 shares; 2025Q1: 22,003 shares; 2025Q2: 22,215 shares; 2025Q3: 26,558 shares; 2025Q4: 38,365 shares; 2026Q1: 43,881 shares; 2026Q2: 52,359 shares 52,359 $502K 0.04% +8,478 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: 6,828 shares; 2024Q4: 6,694 shares; 2025Q1: 5,520 shares; 2025Q2: 6,509 shares; 2025Q3: 7,410 shares; 2025Q4: 7,358 shares; 2026Q1: 8,143 shares; 2026Q2: 7,973 shares 7,973 $501K 0.04% -170 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: 5,486 shares; 2024Q4: 5,470 shares; 2025Q1: 5,398 shares; 2025Q2: 3,931 shares; 2025Q3: 4,073 shares; 2025Q4: 4,118 shares; 2026Q1: 3,987 shares; 2026Q2: 3,857 shares 3,857 $500K 0.04% -130 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: 3,473 shares; 2024Q4: 3,497 shares; 2025Q1: 2,757 shares; 2025Q2: 3,621 shares; 2025Q3: 2,735 shares; 2025Q4: 2,609 shares; 2026Q1: 3,232 shares; 2026Q2: 2,928 shares 2,928 $491K 0.04% -304 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: 4,212 shares; 2024Q4: 4,676 shares; 2025Q1: 3,479 shares; 2025Q2: 4,943 shares; 2025Q3: 6,623 shares; 2025Q4: 6,508 shares; 2026Q1: 6,729 shares; 2026Q2: 6,760 shares 6,760 $488K 0.04% +31 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: 6,105 shares; 2025Q1: 6,105 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares; 2025Q4: 6,202 shares; 2026Q1: 5,849 shares; 2026Q2: 6,369 shares 6,369 $488K 0.04% +520 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: 5,580 shares; 2024Q4: 5,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,415 shares; 2025Q4: 4,760 shares; 2026Q1: 9,397 shares; 2026Q2: 9,751 shares 9,751 $486K 0.04% +354 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: 4,524 shares; 2024Q4: 4,524 shares; 2025Q1: 4,608 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares; 2025Q4: 4,574 shares; 2026Q1: 4,524 shares; 2026Q2: 4,524 shares 4,524 $485K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,718 shares; 2024Q4: 6,382 shares; 2025Q1: 4,234 shares; 2025Q2: 4,001 shares; 2025Q3: 3,819 shares; 2025Q4: 3,565 shares; 2026Q1: 2,891 shares; 2026Q2: 3,093 shares 3,093 $485K 0.04% +202 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,998 shares; 2024Q4: 23,751 shares; 2025Q1: 16,378 shares; 2025Q2: 10,123 shares; 2025Q3: 16,653 shares; 2025Q4: 16,312 shares; 2026Q1: 17,522 shares; 2026Q2: 11,431 shares 11,431 $484K 0.04% -6,091 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: 1,836 shares; 2024Q4: 2,288 shares; 2025Q1: 879 shares; 2025Q2: 935 shares; 2025Q3: 919 shares; 2025Q4: 573 shares; 2026Q1: 492 shares; 2026Q2: 576 shares 576 $478K 0.04% +84 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,459 shares; 2024Q4: 10,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,466 shares 6,466 $478K 0.04% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 3,339 shares; 2025Q1: 2,548 shares; 2025Q2: 2,435 shares; 2025Q3: 2,782 shares; 2025Q4: 2,633 shares; 2026Q1: 2,531 shares; 2026Q2: 1,798 shares 1,798 $477K 0.04% -733 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: 8,769 shares; 2024Q4: 6,849 shares; 2025Q1: 6,801 shares; 2025Q2: 6,373 shares; 2025Q3: 6,373 shares; 2025Q4: 6,373 shares; 2026Q1: 6,373 shares; 2026Q2: 6,373 shares 6,373 $477K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: 1,265 shares; 2026Q2: 1,435 shares 1,435 $474K 0.04% +170 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,229 shares; 2024Q4: 8,148 shares; 2025Q1: 6,892 shares; 2025Q2: 4,943 shares; 2025Q3: 6,555 shares; 2025Q4: 7,506 shares; 2026Q1: 7,886 shares; 2026Q2: 4,320 shares 4,320 $473K 0.04% -3,566 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: 384 shares; 2025Q2: 283 shares; 2025Q3: 318 shares; 2025Q4: 314 shares; 2026Q1: 372 shares; 2026Q2: 241 shares 241 $471K 0.04% -131 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,701 shares; 2025Q1: 1,107 shares; 2025Q2: 1,082 shares; 2025Q3: 1,434 shares; 2025Q4: 1,715 shares; 2026Q1: 1,860 shares; 2026Q2: 1,684 shares 1,684 $469K 0.04% -176 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $468K 0.04% new 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: not reported; 2025Q4: 322 shares; 2026Q1: 456 shares; 2026Q2: 503 shares 503 $467K 0.04% +47 Timeline IMCG 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: 4,651 shares; 2026Q2: 4,651 shares 4,651 $457K 0.04% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,754 shares; 2024Q4: 3,107 shares; 2025Q1: 1,399 shares; 2025Q2: 1,266 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,741 shares; 2026Q2: 1,810 shares 1,810 $450K 0.04% +69 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,692 shares; 2024Q4: 5,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares; 2026Q1: 2,566 shares; 2026Q2: 2,287 shares 2,287 $447K 0.04% -279 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: 11,112 shares; 2024Q4: 11,805 shares; 2025Q1: 9,167 shares; 2025Q2: 12,208 shares; 2025Q3: 9,064 shares; 2025Q4: 8,683 shares; 2026Q1: 8,149 shares; 2026Q2: 5,711 shares 5,711 $447K 0.04% -2,438 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: 4,044 shares; 2024Q4: 4,213 shares; 2025Q1: 3,036 shares; 2025Q2: 4,531 shares; 2025Q3: 3,046 shares; 2025Q4: 3,114 shares; 2026Q1: 3,163 shares; 2026Q2: 3,505 shares 3,505 $443K 0.04% +342 Timeline SCHV 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: 21,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,447 shares; 2026Q1: 10,249 shares; 2026Q2: 12,686 shares 12,686 $442K 0.04% +2,437 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 646 shares; 2026Q2: 618 shares 618 $441K 0.04% -28 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,915 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 3,778 shares; 2026Q1: 3,740 shares; 2026Q2: 3,740 shares 3,740 $439K 0.04% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,359 shares; 2026Q2: 4,942 shares 4,942 $438K 0.04% +583 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,167 shares; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,003 shares; 2026Q2: 3,003 shares 3,003 $438K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976 shares; 2024Q4: 2,265 shares; 2025Q1: 2,141 shares; 2025Q2: 2,159 shares; 2025Q3: 2,358 shares; 2025Q4: 2,330 shares; 2026Q1: 2,805 shares; 2026Q2: 2,577 shares 2,577 $436K 0.04% -228 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: 12,791 shares; 2024Q4: 14,194 shares; 2025Q1: 6,220 shares; 2025Q2: 4,236 shares; 2025Q3: 3,968 shares; 2025Q4: 4,116 shares; 2026Q1: 7,222 shares; 2026Q2: 7,481 shares 7,481 $435K 0.04% +259 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,144 shares; 2024Q4: 24,653 shares; 2025Q1: 18,327 shares; 2025Q2: 17,980 shares; 2025Q3: 21,209 shares; 2025Q4: 21,824 shares; 2026Q1: 29,707 shares; 2026Q2: 31,259 shares 31,259 $435K 0.04% +1,552 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,088 shares; 2024Q4: 12,965 shares; 2025Q1: 5,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,307 shares; 2026Q2: 4,385 shares 4,385 $433K 0.04% +78 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,656 shares; 2024Q4: 3,467 shares; 2025Q1: 3,427 shares; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 4,167 shares; 2026Q1: 5,954 shares; 2026Q2: 5,859 shares 5,859 $430K 0.04% -95 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,461 shares; 2025Q1: 3,204 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960 shares 960 $427K 0.04% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 352 shares; 2026Q1: 864 shares; 2026Q2: 837 shares 837 $426K 0.04% -27 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,539 shares; 2024Q4: 15,811 shares; 2025Q1: 11,359 shares; 2025Q2: 7,331 shares; 2025Q3: 8,774 shares; 2025Q4: 8,483 shares; 2026Q1: 8,972 shares; 2026Q2: 5,882 shares 5,882 $426K 0.04% -3,090 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,951 shares; 2024Q4: 6,548 shares; 2025Q1: 3,482 shares; 2025Q2: 3,756 shares; 2025Q3: 3,698 shares; 2025Q4: 3,356 shares; 2026Q1: 4,612 shares; 2026Q2: 4,698 shares 4,698 $422K 0.04% +86 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,409 shares; 2025Q4: 11,832 shares; 2026Q1: 13,371 shares; 2026Q2: 13,371 shares 13,371 $420K 0.04% 0 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: 3,490 shares; 2024Q4: 3,474 shares; 2025Q1: 2,716 shares; 2025Q2: 2,369 shares; 2025Q3: 2,721 shares; 2025Q4: 2,643 shares; 2026Q1: 2,427 shares; 2026Q2: 2,042 shares 2,042 $418K 0.04% -385 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 434 shares; 2026Q1: 877 shares; 2026Q2: 719 shares 719 $415K 0.04% -158 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,400 shares; 2025Q1: 1,021 shares; 2025Q2: 1,065 shares; 2025Q3: 1,188 shares; 2025Q4: 1,162 shares; 2026Q1: 1,044 shares; 2026Q2: 1,095 shares 1,095 $411K 0.03% +51 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,731 shares; 2024Q4: 2,731 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares; 2026Q1: 2,731 shares; 2026Q2: 2,731 shares 2,731 $410K 0.03% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,880 shares; 2025Q3: 9,880 shares; 2025Q4: 9,880 shares; 2026Q1: 9,880 shares; 2026Q2: 10,755 shares 10,755 $409K 0.03% +875 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 371 shares; 2025Q1: 251 shares; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 288 shares; 2026Q1: 358 shares; 2026Q2: 391 shares 391 $408K 0.03% +33 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,252 shares; 2024Q4: 10,292 shares; 2025Q1: 5,437 shares; 2025Q2: 5,875 shares; 2025Q3: 7,435 shares; 2025Q4: 7,574 shares; 2026Q1: 8,189 shares; 2026Q2: 8,721 shares 8,721 $407K 0.03% +532 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,013 shares; 2024Q4: 5,149 shares; 2025Q1: 4,634 shares; 2025Q2: 2,843 shares; 2025Q3: 2,809 shares; 2025Q4: 2,672 shares; 2026Q1: 2,246 shares; 2026Q2: 1,141 shares 1,141 $406K 0.03% -1,105 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,490 shares; 2024Q4: 8,358 shares; 2025Q1: 6,477 shares; 2025Q2: 5,997 shares; 2025Q3: 5,181 shares; 2025Q4: 5,112 shares; 2026Q1: 4,237 shares; 2026Q2: 4,828 shares 4,828 $404K 0.03% +591 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 2,493 shares; 2025Q1: 2,073 shares; 2025Q2: 1,610 shares; 2025Q3: 1,967 shares; 2025Q4: 1,873 shares; 2026Q1: 1,799 shares; 2026Q2: 1,099 shares 1,099 $399K 0.03% -700 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,824 shares; 2024Q4: 7,526 shares; 2025Q1: 5,497 shares; 2025Q2: 3,315 shares; 2025Q3: 3,202 shares; 2025Q4: 3,758 shares; 2026Q1: 2,947 shares; 2026Q2: 1,700 shares 1,700 $397K 0.03% -1,247 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: 1,116 shares; 2024Q4: 1,175 shares; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 772 shares; 2026Q2: 793 shares 793 $394K 0.03% +21 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532 shares; 2026Q2: 1,335 shares 1,335 $394K 0.03% -197 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,419 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares; 2026Q2: 1,308 shares 1,308 $393K 0.03% +68 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,284 shares; 2024Q4: 6,284 shares; 2025Q1: 6,284 shares; 2025Q2: 6,284 shares; 2025Q3: 6,284 shares; 2025Q4: 6,284 shares; 2026Q1: 6,284 shares; 2026Q2: 6,284 shares 6,284 $391K 0.03% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,384 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,384 shares; 2025Q3: 3,384 shares; 2025Q4: 3,214 shares; 2026Q1: 3,214 shares; 2026Q2: 3,044 shares 3,044 $390K 0.03% -170 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 984 shares; 2025Q1: 987 shares; 2025Q2: 886 shares; 2025Q3: 1,743 shares; 2025Q4: 1,582 shares; 2026Q1: 1,489 shares; 2026Q2: 1,042 shares 1,042 $389K 0.03% -447 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,966 shares; 2025Q1: 3,023 shares; 2025Q2: 2,150 shares; 2025Q3: 2,624 shares; 2025Q4: 2,551 shares; 2026Q1: 2,580 shares; 2026Q2: 1,834 shares 1,834 $384K 0.03% -746 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,227 shares; 2024Q4: 23,620 shares; 2025Q1: 23,380 shares; 2025Q2: 23,651 shares; 2025Q3: 30,081 shares; 2025Q4: 43,921 shares; 2026Q1: 53,095 shares; 2026Q2: 65,773 shares 65,773 $383K 0.03% +12,678 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756 shares; 2024Q4: 3,183 shares; 2025Q1: 2,788 shares; 2025Q2: 2,005 shares; 2025Q3: 2,283 shares; 2025Q4: 2,107 shares; 2026Q1: 2,108 shares; 2026Q2: 1,062 shares 1,062 $381K 0.03% -1,046 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: 1,630 shares; 2024Q4: 1,470 shares; 2025Q1: 1,610 shares; 2025Q2: 1,586 shares; 2025Q3: 1,579 shares; 2025Q4: 1,830 shares; 2026Q1: 2,180 shares; 2026Q2: 2,251 shares 2,251 $379K 0.03% +71 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,048 shares; 2024Q4: 7,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 5,144 shares; 2026Q1: 4,790 shares; 2026Q2: 4,911 shares 4,911 $379K 0.03% +121 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares; 2025Q4: 4,188 shares; 2026Q1: 4,188 shares; 2026Q2: 4,188 shares 4,188 $373K 0.03% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 2,013 shares; 2026Q2: 2,039 shares 2,039 $373K 0.03% +26 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: 349 shares; 2024Q4: 339 shares; 2025Q1: 337 shares; 2025Q2: 731 shares; 2025Q3: 422 shares; 2025Q4: 403 shares; 2026Q1: 385 shares; 2026Q2: 378 shares 378 $370K 0.03% -7 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 4,972 shares; 2025Q1: 2,345 shares; 2025Q2: 2,341 shares; 2025Q3: 2,613 shares; 2025Q4: 2,443 shares; 2026Q1: 2,397 shares; 2026Q2: 2,392 shares 2,392 $367K 0.03% -5 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,578 shares; 2026Q2: 8,578 shares 8,578 $365K 0.03% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,235 shares 2,235 $362K 0.03% new Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,787 shares; 2024Q4: 14,831 shares; 2025Q1: 9,869 shares; 2025Q2: 8,374 shares; 2025Q3: 8,552 shares; 2025Q4: 9,112 shares; 2026Q1: 8,965 shares; 2026Q2: 6,312 shares 6,312 $361K 0.03% -2,653 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,976 shares; 2024Q4: 17,801 shares; 2025Q1: 11,519 shares; 2025Q2: 6,884 shares; 2025Q3: 8,667 shares; 2025Q4: 8,612 shares; 2026Q1: 8,487 shares; 2026Q2: 5,513 shares 5,513 $361K 0.03% -2,974 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,005 shares; 2024Q4: 6,578 shares; 2025Q1: 4,629 shares; 2025Q2: 4,636 shares; 2025Q3: 5,046 shares; 2025Q4: 4,861 shares; 2026Q1: 4,820 shares; 2026Q2: 4,816 shares 4,816 $360K 0.03% -4 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,777 shares; 2026Q2: 12,961 shares 12,961 $359K 0.03% +1,184 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: 1,166 shares; 2024Q4: 1,697 shares; 2025Q1: 1,217 shares; 2025Q2: 943 shares; 2025Q3: 1,226 shares; 2025Q4: 708 shares; 2026Q1: 681 shares; 2026Q2: 662 shares 662 $359K 0.03% -19 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,236 shares; 2024Q4: 15,118 shares; 2025Q1: 9,233 shares; 2025Q2: 6,984 shares; 2025Q3: 7,087 shares; 2025Q4: 7,683 shares; 2026Q1: 6,622 shares; 2026Q2: 3,696 shares 3,696 $359K 0.03% -2,926 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: 1,239 shares; 2024Q4: 1,222 shares; 2025Q1: 1,228 shares; 2025Q2: 1,255 shares; 2025Q3: 1,443 shares; 2025Q4: 1,415 shares; 2026Q1: 1,299 shares; 2026Q2: 1,280 shares 1,280 $358K 0.03% -19 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares; 2026Q2: 2,192 shares 2,192 $358K 0.03% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,284 shares; 2025Q1: 1,598 shares; 2025Q2: 1,474 shares; 2025Q3: 2,923 shares; 2025Q4: 2,832 shares; 2026Q1: 4,500 shares; 2026Q2: 4,912 shares 4,912 $353K 0.03% +412 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: 2,046 shares; 2024Q4: 3,031 shares; 2025Q1: 3,743 shares; 2025Q2: 3,062 shares; 2025Q3: 3,532 shares; 2025Q4: 3,501 shares; 2026Q1: 3,379 shares; 2026Q2: 2,028 shares 2,028 $352K 0.03% -1,351 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,852 shares; 2025Q1: 2,014 shares; 2025Q2: 1,752 shares; 2025Q3: 1,645 shares; 2025Q4: 1,696 shares; 2026Q1: 1,800 shares; 2026Q2: 1,846 shares 1,846 $352K 0.03% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares; 2025Q4: 1,706 shares; 2026Q1: 1,624 shares; 2026Q2: 1,536 shares 1,536 $349K 0.03% -88 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,444 shares; 2024Q4: 1,590 shares; 2025Q1: 1,017 shares; 2025Q2: 965 shares; 2025Q3: 1,401 shares; 2025Q4: 1,310 shares; 2026Q1: 2,162 shares; 2026Q2: 2,131 shares 2,131 $349K 0.03% -31 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,182 shares; 2025Q4: 15,613 shares; 2026Q1: 20,663 shares; 2026Q2: 17,367 shares 17,367 $348K 0.03% -3,296 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390 shares; 2024Q4: 1,395 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,621 shares; 2026Q2: 1,636 shares 1,636 $348K 0.03% +15 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 735 shares; 2026Q1: 952 shares; 2026Q2: 923 shares 923 $346K 0.03% -29 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: 949 shares; 2024Q4: 1,021 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 1,007 shares; 2026Q1: 1,129 shares; 2026Q2: 1,561 shares 1,561 $345K 0.03% +432 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: 1,022 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,138 shares; 2026Q1: 1,081 shares; 2026Q2: 1,097 shares 1,097 $344K 0.03% +16 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,281 shares 15,281 $342K 0.03% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,150 shares; 2024Q4: 35,179 shares; 2025Q1: 28,340 shares; 2025Q2: 21,330 shares; 2025Q3: 23,476 shares; 2025Q4: 23,405 shares; 2026Q1: 23,286 shares; 2026Q2: 13,099 shares 13,099 $339K 0.03% -10,187 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: 227 shares; 2025Q1: 196 shares; 2025Q2: not reported; 2025Q3: 2,089 shares; 2025Q4: 1,952 shares; 2026Q1: 1,764 shares; 2026Q2: 1,764 shares 1,764 $337K 0.03% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,126 shares; 2024Q4: 3,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,417 shares; 2025Q4: 3,314 shares; 2026Q1: 2,812 shares; 2026Q2: 2,968 shares 2,968 $336K 0.03% +156 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,461 shares; 2025Q1: 3,157 shares; 2025Q2: 2,243 shares; 2025Q3: 2,451 shares; 2025Q4: 2,437 shares; 2026Q1: 2,301 shares; 2026Q2: 1,058 shares 1,058 $335K 0.03% -1,243 Timeline IBDT 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: 9,193 shares; 2026Q2: 13,267 shares 13,267 $335K 0.03% +4,074 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 347 shares 347 $335K 0.03% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 543 shares; 2026Q2: 501 shares 501 $334K 0.03% -42 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 2,870 shares; 2025Q1: 1,781 shares; 2025Q2: 1,127 shares; 2025Q3: 1,124 shares; 2025Q4: 1,210 shares; 2026Q1: 1,397 shares; 2026Q2: 1,198 shares 1,198 $333K 0.03% -199 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 794 shares; 2025Q4: 674 shares; 2026Q1: 753 shares; 2026Q2: 776 shares 776 $330K 0.03% +23 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,659 shares; 2024Q4: 2,790 shares; 2025Q1: 2,770 shares; 2025Q2: 2,587 shares; 2025Q3: 3,001 shares; 2025Q4: 2,920 shares; 2026Q1: 2,987 shares; 2026Q2: 2,948 shares 2,948 $326K 0.03% -39 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,233 shares; 2024Q4: 2,863 shares; 2025Q1: 1,647 shares; 2025Q2: 1,583 shares; 2025Q3: 1,675 shares; 2025Q4: 1,504 shares; 2026Q1: 1,437 shares; 2026Q2: 1,448 shares 1,448 $326K 0.03% +11 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 965 shares 965 $323K 0.03% new Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,130 shares; 2024Q4: 41,202 shares; 2025Q1: 38,916 shares; 2025Q2: 25,901 shares; 2025Q3: 24,734 shares; 2025Q4: 24,954 shares; 2026Q1: 23,617 shares; 2026Q2: 12,555 shares 12,555 $323K 0.03% -11,062 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: 1,410 shares; 2025Q2: 939 shares; 2025Q3: 1,046 shares; 2025Q4: 1,258 shares; 2026Q1: 1,158 shares; 2026Q2: 401 shares 401 $319K 0.03% -757 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $317K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,749 shares; 2024Q4: 5,660 shares; 2025Q1: 4,681 shares; 2025Q2: 4,403 shares; 2025Q3: 4,176 shares; 2025Q4: 3,899 shares; 2026Q1: 3,936 shares; 2026Q2: 3,895 shares 3,895 $316K 0.03% -41 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037 shares; 2024Q4: 1,064 shares; 2025Q1: 1,061 shares; 2025Q2: 925 shares; 2025Q3: 1,035 shares; 2025Q4: 929 shares; 2026Q1: 1,015 shares; 2026Q2: 931 shares 931 $315K 0.03% -84 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,429 shares; 2024Q4: 13,432 shares; 2025Q1: 12,837 shares; 2025Q2: 12,837 shares; 2025Q3: 12,790 shares; 2025Q4: 12,790 shares; 2026Q1: 12,779 shares; 2026Q2: 12,660 shares 12,660 $314K 0.03% -119 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218 shares; 2026Q2: 1,218 shares 1,218 $314K 0.03% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,465 shares; 2024Q4: 3,398 shares; 2025Q1: 3,198 shares; 2025Q2: 2,831 shares; 2025Q3: 2,831 shares; 2025Q4: 2,702 shares; 2026Q1: 2,702 shares; 2026Q2: 2,627 shares 2,627 $313K 0.03% -75 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,054 shares; 2024Q4: 8,781 shares; 2025Q1: 6,330 shares; 2025Q2: 4,038 shares; 2025Q3: 4,518 shares; 2025Q4: 4,403 shares; 2026Q1: 3,806 shares; 2026Q2: 2,191 shares 2,191 $313K 0.03% -1,615 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC 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: 2,517 shares; 2025Q4: 2,317 shares; 2026Q1: 2,372 shares; 2026Q2: 2,343 shares 2,343 $311K 0.03% -29 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,493 shares; 2025Q1: 1,468 shares; 2025Q2: 1,145 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,292 shares; 2026Q2: 2,180 shares 2,180 $307K 0.03% -112 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this 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: 6,148 shares 6,148 $303K 0.03% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,148 shares; 2024Q4: 3,173 shares; 2025Q1: 2,000 shares; 2025Q2: 1,946 shares; 2025Q3: 2,289 shares; 2025Q4: 2,326 shares; 2026Q1: 2,428 shares; 2026Q2: 2,455 shares 2,455 $302K 0.03% +27 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,267 shares 2,267 $300K 0.03% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,516 shares; 2026Q2: 8,106 shares 8,106 $299K 0.03% -3,410 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,990 shares; 2024Q4: 7,828 shares; 2025Q1: 5,847 shares; 2025Q2: 4,302 shares; 2025Q3: 4,238 shares; 2025Q4: 4,204 shares; 2026Q1: 4,595 shares; 2026Q2: 2,848 shares 2,848 $298K 0.03% -1,747 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: not reported; 2025Q4: 606 shares; 2026Q1: 565 shares; 2026Q2: 576 shares 576 $297K 0.03% +11 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: 904 shares; 2024Q4: 928 shares; 2025Q1: 653 shares; 2025Q2: 588 shares; 2025Q3: 790 shares; 2025Q4: 803 shares; 2026Q1: 964 shares; 2026Q2: 856 shares 856 $295K 0.03% -108 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,380 shares; 2025Q1: 2,363 shares; 2025Q2: 2,366 shares; 2025Q3: 2,420 shares; 2025Q4: 2,448 shares; 2026Q1: 2,537 shares; 2026Q2: 2,240 shares 2,240 $294K 0.02% -297 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: 14,704 shares; 2024Q4: 14,743 shares; 2025Q1: 9,211 shares; 2025Q2: 8,176 shares; 2025Q3: 7,597 shares; 2025Q4: 6,798 shares; 2026Q1: 7,139 shares; 2026Q2: 5,082 shares 5,082 $294K 0.02% -2,057 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,538 shares; 2024Q4: 5,973 shares; 2025Q1: 4,362 shares; 2025Q2: 4,011 shares; 2025Q3: 4,563 shares; 2025Q4: 4,590 shares; 2026Q1: 4,750 shares; 2026Q2: 4,285 shares 4,285 $293K 0.02% -465 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: 721 shares; 2024Q4: 709 shares; 2025Q1: 666 shares; 2025Q2: 692 shares; 2025Q3: 786 shares; 2025Q4: 788 shares; 2026Q1: 738 shares; 2026Q2: 702 shares 702 $292K 0.02% -36 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,239 shares; 2024Q4: 3,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,248 shares; 2026Q1: 1,274 shares; 2026Q2: 1,472 shares 1,472 $291K 0.02% +198 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,637 shares; 2024Q4: 4,658 shares; 2025Q1: 3,079 shares; 2025Q2: 2,969 shares; 2025Q3: 3,353 shares; 2025Q4: 3,256 shares; 2026Q1: 2,690 shares; 2026Q2: 2,463 shares 2,463 $290K 0.02% -227 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: 1,467 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 724 shares; 2026Q1: 855 shares; 2026Q2: 742 shares 742 $289K 0.02% -113 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,650 shares; 2024Q4: 6,851 shares; 2025Q1: 8,068 shares; 2025Q2: 6,797 shares; 2025Q3: 7,625 shares; 2025Q4: 7,037 shares; 2026Q1: 7,352 shares; 2026Q2: 7,029 shares 7,029 $288K 0.02% -323 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,751 shares; 2024Q4: 4,645 shares; 2025Q1: 2,767 shares; 2025Q2: 2,595 shares; 2025Q3: 2,975 shares; 2025Q4: 2,487 shares; 2026Q1: 2,391 shares; 2026Q2: 2,564 shares 2,564 $287K 0.02% +173 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,133 shares; 2024Q4: 31,446 shares; 2025Q1: 13,974 shares; 2025Q2: 11,602 shares; 2025Q3: 12,491 shares; 2025Q4: 11,609 shares; 2026Q1: 11,240 shares; 2026Q2: 11,300 shares 11,300 $286K 0.02% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,041 shares 5,041 $284K 0.02% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,637 shares; 2024Q4: 9,892 shares; 2025Q1: 4,266 shares; 2025Q2: 3,898 shares; 2025Q3: 3,679 shares; 2025Q4: 4,689 shares; 2026Q1: 4,448 shares; 2026Q2: 4,919 shares 4,919 $284K 0.02% +471 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: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 2,186 shares; 2025Q3: 2,518 shares; 2025Q4: 2,382 shares; 2026Q1: 2,389 shares; 2026Q2: 2,418 shares 2,418 $282K 0.02% +29 Timeline RELX RELX PLC More: the full row for RELX 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: 5,848 shares; 2026Q1: 8,173 shares; 2026Q2: 8,905 shares 8,905 $282K 0.02% +732 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: 2,068 shares; 2026Q1: 1,953 shares; 2026Q2: 1,915 shares 1,915 $280K 0.02% -38 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,044 shares 2,044 $277K 0.02% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,903 shares; 2024Q4: 12,303 shares; 2025Q1: 8,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,851 shares; 2026Q2: 8,317 shares 8,317 $277K 0.02% -1,534 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: not reported; 2025Q4: not reported; 2026Q1: 8,167 shares; 2026Q2: 8,167 shares 8,167 $276K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,680 shares; 2025Q4: 2,047 shares; 2026Q1: 1,680 shares; 2026Q2: 1,680 shares 1,680 $276K 0.02% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 6,451 shares; 2025Q1: 5,892 shares; 2025Q2: 4,203 shares; 2025Q3: 4,367 shares; 2025Q4: 4,994 shares; 2026Q1: 6,059 shares; 2026Q2: 4,296 shares 4,296 $276K 0.02% -1,763 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 990 shares 990 $276K 0.02% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,876 shares; 2025Q1: 1,238 shares; 2025Q2: 1,216 shares; 2025Q3: 1,369 shares; 2025Q4: 1,236 shares; 2026Q1: 1,209 shares; 2026Q2: 1,212 shares 1,212 $275K 0.02% +3 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,765 shares; 2024Q4: 1,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,069 shares; 2025Q4: 1,702 shares; 2026Q1: 1,758 shares; 2026Q2: 1,666 shares 1,666 $274K 0.02% -92 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,359 shares; 2026Q2: 7,413 shares 7,413 $274K 0.02% +54 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares; 2026Q2: 2,933 shares 2,933 $274K 0.02% -185 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,047 shares 6,047 $273K 0.02% new Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,178 shares; 2024Q4: 3,563 shares; 2025Q1: 1,865 shares; 2025Q2: 1,248 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares; 2026Q1: 1,372 shares; 2026Q2: 865 shares 865 $272K 0.02% -507 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares; 2026Q1: 841 shares; 2026Q2: 864 shares 864 $272K 0.02% +23 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: 524 shares; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 518 shares; 2026Q1: 547 shares; 2026Q2: 598 shares 598 $271K 0.02% +51 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,494 shares 8,494 $269K 0.02% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 3,915 shares; 2026Q1: 4,498 shares; 2026Q2: 3,746 shares 3,746 $269K 0.02% -752 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: 3,095 shares; 2024Q4: 3,167 shares; 2025Q1: 1,579 shares; 2025Q2: 1,412 shares; 2025Q3: 1,627 shares; 2025Q4: 1,551 shares; 2026Q1: 1,635 shares; 2026Q2: 1,574 shares 1,574 $268K 0.02% -61 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: 521 shares; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 517 shares; 2026Q2: 3,102 shares 3,102 $267K 0.02% +2,585 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,333 shares; 2026Q1: 2,192 shares; 2026Q2: 2,008 shares 2,008 $267K 0.02% -184 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 606 shares; 2025Q1: 517 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $267K 0.02% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares; 2026Q2: 771 shares 771 $266K 0.02% +33 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $265K 0.02% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,057 shares; 2026Q1: 10,505 shares; 2026Q2: 9,753 shares 9,753 $264K 0.02% -752 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,041 shares; 2026Q1: 14,166 shares; 2026Q2: 14,990 shares 14,990 $264K 0.02% +824 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 242 shares; 2026Q1: 216 shares; 2026Q2: 205 shares 205 $262K 0.02% -11 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 2,300 shares; 2025Q1: 1,615 shares; 2025Q2: 1,968 shares; 2025Q3: 1,887 shares; 2025Q4: 1,786 shares; 2026Q1: 1,518 shares; 2026Q2: 1,002 shares 1,002 $262K 0.02% -516 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,918 shares; 2024Q4: 7,483 shares; 2025Q1: 3,924 shares; 2025Q2: 2,567 shares; 2025Q3: 2,769 shares; 2025Q4: 3,043 shares; 2026Q1: 2,744 shares; 2026Q2: 1,916 shares 1,916 $261K 0.02% -828 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: 677 shares; 2024Q4: 555 shares; 2025Q1: 473 shares; 2025Q2: 494 shares; 2025Q3: 984 shares; 2025Q4: 608 shares; 2026Q1: 674 shares; 2026Q2: 584 shares 584 $261K 0.02% -90 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: 7,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 4,576 shares; 2026Q1: 4,420 shares; 2026Q2: 4,420 shares 4,420 $260K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,216 shares; 2025Q4: not reported; 2026Q1: 1,196 shares; 2026Q2: 999 shares 999 $260K 0.02% -197 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: not reported; 2025Q4: 1,084 shares; 2026Q1: 1,129 shares; 2026Q2: 659 shares 659 $260K 0.02% -470 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 10,644 shares; 2025Q1: 7,566 shares; 2025Q2: 5,093 shares; 2025Q3: 5,085 shares; 2025Q4: 4,828 shares; 2026Q1: 6,625 shares; 2026Q2: 3,714 shares 3,714 $259K 0.02% -2,911 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: not reported; 2025Q4: not reported; 2026Q1: 2,886 shares; 2026Q2: 3,214 shares 3,214 $258K 0.02% +328 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: not reported; 2025Q4: not reported; 2026Q1: 3,459 shares; 2026Q2: 3,849 shares 3,849 $258K 0.02% +390 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,824 shares; 2026Q2: 2,807 shares 2,807 $258K 0.02% -17 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,174 shares; 2024Q4: 4,158 shares; 2025Q1: 3,923 shares; 2025Q2: 3,882 shares; 2025Q3: not reported; 2025Q4: 4,550 shares; 2026Q1: not reported; 2026Q2: 7,351 shares 7,351 $256K 0.02% new 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: 6,475 shares; 2024Q4: 4,710 shares; 2025Q1: 5,532 shares; 2025Q2: 5,356 shares; 2025Q3: 5,446 shares; 2025Q4: 4,616 shares; 2026Q1: 6,803 shares; 2026Q2: 6,231 shares 6,231 $256K 0.02% -572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,521 shares; 2026Q2: 1,436 shares 1,436 $252K 0.02% -85 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,372 shares; 2026Q2: 9,236 shares 9,236 $251K 0.02% +864 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,785 shares; 2024Q4: 2,616 shares; 2025Q1: 2,675 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,602 shares 2,602 $251K 0.02% +102 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 957 shares 957 $249K 0.02% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 2,581 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares; 2025Q4: 2,759 shares; 2026Q1: 2,554 shares; 2026Q2: 2,554 shares 2,554 $246K 0.02% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: 2,483 shares; 2025Q1: 1,823 shares; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,455 shares 1,455 $245K 0.02% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,877 shares; 2026Q2: 2,990 shares 2,990 $245K 0.02% -1,887 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,970 shares; 2026Q2: 8,141 shares 8,141 $242K 0.02% -5,829 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $241K 0.02% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 3,917 shares; 2025Q1: 2,479 shares; 2025Q2: 1,620 shares; 2025Q3: 1,709 shares; 2025Q4: 1,514 shares; 2026Q1: 1,375 shares; 2026Q2: 775 shares 775 $240K 0.02% -600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,514 shares 2,514 $240K 0.02% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,893 shares; 2024Q4: 5,786 shares; 2025Q1: 3,756 shares; 2025Q2: 2,373 shares; 2025Q3: 2,626 shares; 2025Q4: 2,680 shares; 2026Q1: 2,587 shares; 2026Q2: 1,755 shares 1,755 $239K 0.02% -832 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: 616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares; 2026Q2: 751 shares 751 $239K 0.02% -27 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,387 shares; 2025Q3: 10,881 shares; 2025Q4: 18,613 shares; 2026Q1: 20,488 shares; 2026Q2: 17,994 shares 17,994 $239K 0.02% -2,494 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: 833 shares; 2024Q4: 916 shares; 2025Q1: 707 shares; 2025Q2: 637 shares; 2025Q3: 409 shares; 2025Q4: 423 shares; 2026Q1: 417 shares; 2026Q2: 469 shares 469 $239K 0.02% +52 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,184 shares; 2024Q4: 13,795 shares; 2025Q1: 9,296 shares; 2025Q2: 6,297 shares; 2025Q3: 6,199 shares; 2025Q4: 6,178 shares; 2026Q1: 5,814 shares; 2026Q2: 3,107 shares 3,107 $239K 0.02% -2,707 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,631 shares 1,631 $237K 0.02% new 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: not reported; 2026Q2: 1,238 shares 1,238 $235K 0.02% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563 shares 563 $234K 0.02% new Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,231 shares; 2024Q4: 23,675 shares; 2025Q1: 9,300 shares; 2025Q2: 8,296 shares; 2025Q3: 7,647 shares; 2025Q4: 7,271 shares; 2026Q1: 7,137 shares; 2026Q2: 6,892 shares 6,892 $234K 0.02% -245 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,469 shares; 2025Q1: 4,819 shares; 2025Q2: 3,632 shares; 2025Q3: 4,442 shares; 2025Q4: 4,253 shares; 2026Q1: 4,005 shares; 2026Q2: 2,101 shares 2,101 $234K 0.02% -1,904 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,078 shares 1,078 $233K 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,771 shares 3,771 $233K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347 shares; 2025Q4: 327 shares; 2026Q1: 439 shares; 2026Q2: 442 shares 442 $233K 0.02% +3 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,376 shares; 2024Q4: 9,129 shares; 2025Q1: 8,040 shares; 2025Q2: 9,457 shares; 2025Q3: 7,994 shares; 2025Q4: 5,308 shares; 2026Q1: 8,399 shares; 2026Q2: 8,254 shares 8,254 $233K 0.02% -145 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 3,671 shares; 2025Q4: 3,957 shares; 2026Q1: 3,841 shares; 2026Q2: 3,744 shares 3,744 $232K 0.02% -97 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,286 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,215 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,925 shares 2,925 $230K 0.02% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,456 shares; 2024Q4: 22,310 shares; 2025Q1: 11,074 shares; 2025Q2: 10,592 shares; 2025Q3: 12,333 shares; 2025Q4: 11,602 shares; 2026Q1: 11,635 shares; 2026Q2: 12,030 shares 12,030 $230K 0.02% +395 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: 1,124 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares 856 $230K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 13,554 shares; 2025Q2: 16,511 shares; 2025Q3: 17,040 shares; 2025Q4: 17,103 shares; 2026Q1: 8,444 shares; 2026Q2: 8,651 shares 8,651 $229K 0.02% +207 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,447 shares; 2024Q4: 2,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,492 shares 1,492 $227K 0.02% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,027 shares; 2024Q4: 5,044 shares; 2025Q1: 5,094 shares; 2025Q2: 5,095 shares; 2025Q3: 5,286 shares; 2025Q4: 5,175 shares; 2026Q1: 4,845 shares; 2026Q2: 4,217 shares 4,217 $227K 0.02% -628 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: not reported; 2026Q2: 1,210 shares 1,210 $226K 0.02% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,474 shares 1,474 $225K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,472 shares; 2026Q2: 2,722 shares 2,722 $224K 0.02% -750 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 7,918 shares; 2026Q1: 7,289 shares; 2026Q2: 8,334 shares 8,334 $223K 0.02% +1,045 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,729 shares; 2024Q4: 11,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,136 shares; 2025Q4: 6,762 shares; 2026Q1: 6,204 shares; 2026Q2: 5,532 shares 5,532 $223K 0.02% -672 Timeline FELC 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: not reported; 2025Q4: not reported; 2026Q1: 8,273 shares; 2026Q2: 5,320 shares 5,320 $223K 0.02% -2,953 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares; 2025Q4: 1,297 shares; 2026Q1: 1,176 shares; 2026Q2: 1,149 shares 1,149 $222K 0.02% -27 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,448 shares; 2026Q2: 2,389 shares 2,389 $221K 0.02% -59 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 1,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 621 shares; 2026Q1: not reported; 2026Q2: 648 shares 648 $221K 0.02% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,149 shares 4,149 $218K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,548 shares; 2024Q4: 10,295 shares; 2025Q1: 6,955 shares; 2025Q2: 7,909 shares; 2025Q3: 8,491 shares; 2025Q4: 8,829 shares; 2026Q1: 8,766 shares; 2026Q2: 5,049 shares 5,049 $215K 0.02% -3,717 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,063 shares; 2026Q2: 5,169 shares 5,169 $214K 0.02% +106 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: 4,062 shares; 2024Q4: 5,132 shares; 2025Q1: 3,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares; 2026Q1: not reported; 2026Q2: 1,983 shares 1,983 $213K 0.02% new Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,832 shares 2,832 $212K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares; 2025Q4: 6,344 shares; 2026Q1: 6,344 shares; 2026Q2: 6,344 shares 6,344 $211K 0.02% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,340 shares 5,340 $211K 0.02% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,216 shares; 2024Q4: 4,325 shares; 2025Q1: 2,154 shares; 2025Q2: 2,115 shares; 2025Q3: 2,431 shares; 2025Q4: 2,187 shares; 2026Q1: not reported; 2026Q2: 2,084 shares 2,084 $211K 0.02% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 705 shares 705 $211K 0.02% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,837 shares; 2024Q4: 44,272 shares; 2025Q1: 40,176 shares; 2025Q2: 26,339 shares; 2025Q3: 34,092 shares; 2025Q4: 33,198 shares; 2026Q1: 29,634 shares; 2026Q2: 11,374 shares 11,374 $209K 0.02% -18,260 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,096 shares; 2024Q4: 11,457 shares; 2025Q1: 11,227 shares; 2025Q2: not reported; 2025Q3: 10,238 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,070 shares 8,070 $209K 0.02% new Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,591 shares; 2024Q4: 9,742 shares; 2025Q1: 4,739 shares; 2025Q2: 2,995 shares; 2025Q3: 3,681 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,124 shares 3,124 $208K 0.02% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,923 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 727 shares 727 $207K 0.02% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,215 shares; 2025Q1: 2,334 shares; 2025Q2: 1,915 shares; 2025Q3: 2,112 shares; 2025Q4: 2,199 shares; 2026Q1: 2,001 shares; 2026Q2: 1,153 shares 1,153 $206K 0.02% -848 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: 1,072 shares; 2024Q4: 1,069 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 580 shares 580 $205K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 947 shares; 2025Q1: 629 shares; 2025Q2: 588 shares; 2025Q3: 885 shares; 2025Q4: 935 shares; 2026Q1: 622 shares; 2026Q2: 619 shares 619 $205K 0.02% -3 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,540 shares; 2024Q4: 10,156 shares; 2025Q1: 7,385 shares; 2025Q2: 4,541 shares; 2025Q3: 5,372 shares; 2025Q4: 4,911 shares; 2026Q1: 5,716 shares; 2026Q2: 3,458 shares 3,458 $205K 0.02% -2,258 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,277 shares; 2024Q4: 8,976 shares; 2025Q1: 3,991 shares; 2025Q2: 2,517 shares; 2025Q3: 2,524 shares; 2025Q4: 2,322 shares; 2026Q1: 2,557 shares; 2026Q2: 1,668 shares 1,668 $205K 0.02% -889 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,501 shares; 2024Q4: 14,583 shares; 2025Q1: 8,365 shares; 2025Q2: 7,644 shares; 2025Q3: 8,220 shares; 2025Q4: 7,234 shares; 2026Q1: not reported; 2026Q2: 7,181 shares 7,181 $205K 0.02% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 354 shares 354 $204K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares 562 $203K 0.02% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,983 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,646 shares 2,646 $202K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359 shares 359 $201K 0.02% new 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: not reported; 2026Q1: 499 shares; 2026Q2: 312 shares 312 $201K 0.02% -187 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,002 shares; 2026Q1: 16,355 shares; 2026Q2: 17,495 shares 17,495 $154K 0.01% +1,140 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,022 shares; 2024Q4: 17,931 shares; 2025Q1: 10,821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,030 shares; 2026Q2: 12,862 shares 12,862 $147K 0.01% +832 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,238 shares; 2025Q1: 13,468 shares; 2025Q2: not reported; 2025Q3: 10,907 shares; 2025Q4: not reported; 2026Q1: 11,095 shares; 2026Q2: 13,978 shares 13,978 $107K 0.01% +2,883 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM 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: 13,007 shares 13,007 $104K 0.01% new Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,015 shares; 2024Q4: 69,582 shares; 2025Q1: 37,117 shares; 2025Q2: 32,009 shares; 2025Q3: 34,605 shares; 2025Q4: 33,758 shares; 2026Q1: 39,855 shares; 2026Q2: 18,498 shares 18,498 $95.4K 0.01% -21,357 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,290 shares; 2024Q4: 34,832 shares; 2025Q1: 24,436 shares; 2025Q2: 14,657 shares; 2025Q3: 13,162 shares; 2025Q4: 14,947 shares; 2026Q1: 13,375 shares; 2026Q2: 10,438 shares 10,438 $59.3K 0.01% -2,937 Timeline