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: 103,543 shares; 2024Q4: 128,446 shares; 2025Q1: 153,631 shares; 2025Q2: 136,061 shares; 2025Q3: 117,940 shares; 2025Q4: 141,553 shares; 2026Q1: 169,680 shares; 2026Q2: 181,718 shares 181,718 $125M 6.59% +12,038 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: 9,030 shares; 2024Q4: not reported; 2025Q1: 10,520 shares; 2025Q2: 17,252 shares; 2025Q3: 20,763 shares; 2025Q4: 24,056 shares; 2026Q1: 23,827 shares; 2026Q2: 121,496 shares 121,496 $90.5M 4.78% +97,669 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: 404,133 shares; 2024Q4: 303,971 shares; 2025Q1: 418,984 shares; 2025Q2: 443,614 shares; 2025Q3: 549,565 shares; 2025Q4: 554,647 shares; 2026Q1: 656,151 shares; 2026Q2: 761,616 shares 761,616 $73.6M 3.88% +105,465 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,556 shares; 2024Q4: 73,818 shares; 2025Q1: 102,818 shares; 2025Q2: 124,740 shares; 2025Q3: 184,321 shares; 2025Q4: 199,054 shares; 2026Q1: 217,546 shares; 2026Q2: 240,977 shares 240,977 $69.7M 3.68% +23,431 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: 13,765 shares; 2024Q4: 13,590 shares; 2025Q1: 14,029 shares; 2025Q2: 16,816 shares; 2025Q3: 19,050 shares; 2025Q4: 25,279 shares; 2026Q1: 29,803 shares; 2026Q2: 394,845 shares 394,845 $65.6M 3.46% +365,042 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: 72,085 shares; 2024Q4: 79,396 shares; 2025Q1: 161,411 shares; 2025Q2: 186,333 shares; 2025Q3: 242,415 shares; 2025Q4: 259,282 shares; 2026Q1: 291,449 shares; 2026Q2: 318,478 shares 318,478 $63.7M 3.36% +27,029 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: 5,460 shares; 2024Q4: not reported; 2025Q1: 68,760 shares; 2025Q2: 71,347 shares; 2025Q3: 81,904 shares; 2025Q4: 87,861 shares; 2026Q1: 94,216 shares; 2026Q2: 369,126 shares 369,126 $50.4M 2.66% +274,910 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: 31,311 shares; 2024Q4: 35,995 shares; 2025Q1: 57,674 shares; 2025Q2: 61,994 shares; 2025Q3: 85,292 shares; 2025Q4: 96,199 shares; 2026Q1: 106,226 shares; 2026Q2: 119,704 shares 119,704 $44.6M 2.36% +13,478 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: 73,094 shares; 2025Q1: 82,345 shares; 2025Q2: 88,090 shares; 2025Q3: 95,404 shares; 2025Q4: 93,573 shares; 2026Q1: 94,976 shares; 2026Q2: 86,112 shares 86,112 $37.3M 1.97% -8,864 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: 20,114 shares; 2024Q4: 20,295 shares; 2025Q1: 25,945 shares; 2025Q2: 29,140 shares; 2025Q3: 30,578 shares; 2025Q4: 33,037 shares; 2026Q1: 33,847 shares; 2026Q2: 34,662 shares 34,662 $36.9M 1.95% +815 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: 18,510 shares; 2024Q4: 24,515 shares; 2025Q1: 55,118 shares; 2025Q2: 63,011 shares; 2025Q3: 80,851 shares; 2025Q4: 81,803 shares; 2026Q1: 91,384 shares; 2026Q2: 96,029 shares 96,029 $34.3M 1.81% +4,645 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: 9,659 shares; 2024Q4: not reported; 2025Q1: 9,967 shares; 2025Q2: 10,393 shares; 2025Q3: 11,068 shares; 2025Q4: 11,490 shares; 2026Q1: 12,028 shares; 2026Q2: 113,647 shares 113,647 $34.3M 1.81% +101,619 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,243 shares; 2024Q4: not reported; 2025Q1: 11,996 shares; 2025Q2: 10,715 shares; 2025Q3: 22,456 shares; 2025Q4: 24,598 shares; 2026Q1: 25,592 shares; 2026Q2: 27,818 shares 27,818 $33.4M 1.76% +2,226 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: 209,888 shares; 2024Q4: 227,592 shares; 2025Q1: 264,587 shares; 2025Q2: 265,492 shares; 2025Q3: 265,505 shares; 2025Q4: 280,904 shares; 2026Q1: 327,582 shares; 2026Q2: 412,137 shares 412,137 $31.8M 1.68% +84,555 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,043 shares; 2024Q4: 25,072 shares; 2025Q1: 31,562 shares; 2025Q2: 37,051 shares; 2025Q3: 41,899 shares; 2025Q4: 43,798 shares; 2026Q1: 46,343 shares; 2026Q2: 43,605 shares 43,605 $31.5M 1.66% -2,738 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,620 shares; 2024Q4: 30,194 shares; 2025Q1: 54,488 shares; 2025Q2: 63,938 shares; 2025Q3: 90,440 shares; 2025Q4: 105,755 shares; 2026Q1: 112,406 shares; 2026Q2: 125,677 shares 125,677 $30M 1.58% +13,271 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: 48,612 shares; 2024Q4: 50,305 shares; 2025Q1: 41,443 shares; 2025Q2: 47,001 shares; 2025Q3: 56,253 shares; 2025Q4: 60,403 shares; 2026Q1: 65,692 shares; 2026Q2: 76,650 shares 76,650 $28.9M 1.53% +10,958 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: 40,454 shares; 2024Q4: 41,020 shares; 2025Q1: 49,863 shares; 2025Q2: 53,028 shares; 2025Q3: 62,678 shares; 2025Q4: 66,697 shares; 2026Q1: 72,338 shares; 2026Q2: 81,865 shares 81,865 $26.8M 1.41% +9,527 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: 8,490 shares; 2024Q4: not reported; 2025Q1: 27,545 shares; 2025Q2: 31,723 shares; 2025Q3: 43,577 shares; 2025Q4: 55,503 shares; 2026Q1: 58,215 shares; 2026Q2: 71,704 shares 71,704 $25.3M 1.34% +13,489 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: 54,815 shares; 2024Q4: 99,872 shares; 2025Q1: 98,546 shares; 2025Q2: 125,703 shares; 2025Q3: 236,473 shares; 2025Q4: 236,659 shares; 2026Q1: 221,537 shares; 2026Q2: 313,295 shares 313,295 $22.3M 1.18% +91,758 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this 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: 842,225 shares 842,225 $21.3M 1.12% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 483,218 shares; 2025Q2: 685,843 shares; 2025Q3: 800,863 shares; 2025Q4: 800,338 shares; 2026Q1: 800,338 shares; 2026Q2: 810,338 shares 810,338 $19.7M 1.04% +10,000 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,666 shares; 2024Q4: 91,347 shares; 2025Q1: 94,949 shares; 2025Q2: 100,245 shares; 2025Q3: 106,522 shares; 2025Q4: 106,261 shares; 2026Q1: 112,002 shares; 2026Q2: 110,791 shares 110,791 $19.5M 1.03% -1,211 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: 16,891 shares; 2024Q4: 17,828 shares; 2025Q1: 23,219 shares; 2025Q2: 28,878 shares; 2025Q3: 36,093 shares; 2025Q4: 42,017 shares; 2026Q1: 44,931 shares; 2026Q2: 54,434 shares 54,434 $18.7M 0.99% +9,503 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: 13,431 shares; 2024Q4: 14,422 shares; 2025Q1: 16,613 shares; 2025Q2: 22,185 shares; 2025Q3: 26,397 shares; 2025Q4: 29,501 shares; 2026Q1: 30,548 shares; 2026Q2: 33,044 shares 33,044 $18.6M 0.98% +2,496 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: not reported; 2025Q1: 10,701 shares; 2025Q2: 12,083 shares; 2025Q3: 14,278 shares; 2025Q4: 15,502 shares; 2026Q1: 16,712 shares; 2026Q2: 18,786 shares 18,786 $18.1M 0.95% +2,074 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: 29,520 shares; 2024Q4: 16,962 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,641 shares; 2025Q4: 1,687 shares; 2026Q1: 1,770 shares; 2026Q2: 69,834 shares 69,834 $17.9M 0.94% +68,064 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: 9,468 shares; 2024Q4: 11,744 shares; 2025Q1: 57,770 shares; 2025Q2: 61,851 shares; 2025Q3: 82,900 shares; 2025Q4: 94,444 shares; 2026Q1: 102,692 shares; 2026Q2: 219,390 shares 219,390 $17.8M 0.94% +116,698 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: 17,743 shares; 2024Q4: 18,627 shares; 2025Q1: 35,529 shares; 2025Q2: 37,713 shares; 2025Q3: 43,592 shares; 2025Q4: 50,007 shares; 2026Q1: 53,684 shares; 2026Q2: 63,139 shares 63,139 $17.1M 0.9% +9,455 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: 33,234 shares; 2024Q4: 35,095 shares; 2025Q1: 66,069 shares; 2025Q2: 69,558 shares; 2025Q3: 84,512 shares; 2025Q4: 77,504 shares; 2026Q1: 100,406 shares; 2026Q2: 115,004 shares 115,004 $16.9M 0.89% +14,598 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,470 shares; 2024Q4: 28,977 shares; 2025Q1: 97,583 shares; 2025Q2: 153,695 shares; 2025Q3: 383,829 shares; 2025Q4: 410,581 shares; 2026Q1: 411,781 shares; 2026Q2: 430,166 shares 430,166 $15.8M 0.83% +18,385 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: 25,976 shares; 2024Q4: 26,513 shares; 2025Q1: 60,891 shares; 2025Q2: 65,772 shares; 2025Q3: 71,306 shares; 2025Q4: 81,442 shares; 2026Q1: 87,505 shares; 2026Q2: 102,492 shares 102,492 $15.5M 0.82% +14,987 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,949 shares; 2024Q4: not reported; 2025Q1: 9,753 shares; 2025Q2: 10,175 shares; 2025Q3: 11,580 shares; 2025Q4: 12,422 shares; 2026Q1: 15,538 shares; 2026Q2: 16,562 shares 16,562 $15.5M 0.82% +1,024 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: 5,588 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,014 shares; 2025Q3: 18,027 shares; 2025Q4: 19,935 shares; 2026Q1: 22,513 shares; 2026Q2: 60,278 shares 60,278 $15.3M 0.81% +37,765 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,832 shares; 2024Q4: 149,838 shares; 2025Q1: 642,369 shares; 2025Q2: 703,587 shares; 2025Q3: 703,405 shares; 2025Q4: 719,940 shares; 2026Q1: 731,253 shares; 2026Q2: 744,449 shares 744,449 $14.2M 0.75% +13,196 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: 10,201 shares; 2024Q4: 10,248 shares; 2025Q1: 10,667 shares; 2025Q2: 11,148 shares; 2025Q3: 11,950 shares; 2025Q4: 12,282 shares; 2026Q1: 13,357 shares; 2026Q2: 13,662 shares 13,662 $13.4M 0.71% +305 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: 36,973 shares; 2024Q4: 27,978 shares; 2025Q1: 45,606 shares; 2025Q2: 52,194 shares; 2025Q3: 59,476 shares; 2025Q4: 65,383 shares; 2026Q1: 95,643 shares; 2026Q2: 100,163 shares 100,163 $13M 0.69% +4,520 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: 8,535 shares; 2024Q4: not reported; 2025Q1: 21,749 shares; 2025Q2: 23,797 shares; 2025Q3: 28,277 shares; 2025Q4: 30,547 shares; 2026Q1: 30,889 shares; 2026Q2: 35,768 shares 35,768 $12.6M 0.67% +4,879 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,231 shares; 2025Q2: 13,801 shares; 2025Q3: 15,898 shares; 2025Q4: 18,613 shares; 2026Q1: 23,252 shares; 2026Q2: 23,931 shares 23,931 $11.8M 0.62% +679 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: 2,755 shares; 2024Q4: not reported; 2025Q1: 40,818 shares; 2025Q2: 33,222 shares; 2025Q3: 38,386 shares; 2025Q4: 35,724 shares; 2026Q1: 36,658 shares; 2026Q2: 38,659 shares 38,659 $11.5M 0.61% +2,001 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: 22,348 shares; 2024Q4: 59,604 shares; 2025Q1: 23,967 shares; 2025Q2: 26,639 shares; 2025Q3: 27,162 shares; 2025Q4: 27,162 shares; 2026Q1: 27,389 shares; 2026Q2: 28,109 shares 28,109 $11.5M 0.61% +720 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,191 shares; 2025Q2: 77,970 shares; 2025Q3: 84,335 shares; 2025Q4: 87,229 shares; 2026Q1: 97,530 shares; 2026Q2: 97,761 shares 97,761 $11.2M 0.59% +231 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,763 shares; 2024Q4: 58,034 shares; 2025Q1: 60,595 shares; 2025Q2: 63,940 shares; 2025Q3: 70,128 shares; 2025Q4: 77,708 shares; 2026Q1: 84,476 shares; 2026Q2: 90,451 shares 90,451 $10.6M 0.56% +5,975 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: 957 shares; 2024Q4: not reported; 2025Q1: 26,151 shares; 2025Q2: 21,778 shares; 2025Q3: 32,164 shares; 2025Q4: 37,781 shares; 2026Q1: 42,235 shares; 2026Q2: 48,203 shares 48,203 $10.5M 0.56% +5,968 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,608 shares; 2025Q2: 27,188 shares; 2025Q3: 29,941 shares; 2025Q4: 31,252 shares; 2026Q1: 42,460 shares; 2026Q2: 42,087 shares 42,087 $10M 0.53% -373 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: 2,060 shares; 2024Q4: not reported; 2025Q1: 16,098 shares; 2025Q2: 27,487 shares; 2025Q3: 32,214 shares; 2025Q4: 43,816 shares; 2026Q1: 45,437 shares; 2026Q2: 54,340 shares 54,340 $9.83M 0.52% +8,903 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: 16,299 shares; 2024Q4: 16,560 shares; 2025Q1: 17,306 shares; 2025Q2: 18,395 shares; 2025Q3: 20,213 shares; 2025Q4: 23,376 shares; 2026Q1: 26,107 shares; 2026Q2: 30,825 shares 30,825 $9.7M 0.51% +4,718 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: 65,149 shares; 2024Q4: 64,035 shares; 2025Q1: 64,035 shares; 2025Q2: 63,265 shares; 2025Q3: 60,328 shares; 2025Q4: 59,590 shares; 2026Q1: 59,590 shares; 2026Q2: 58,632 shares 58,632 $9.63M 0.51% -958 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,434 shares; 2025Q3: 5,967 shares; 2025Q4: 6,870 shares; 2026Q1: 7,497 shares; 2026Q2: 8,278 shares 8,278 $9.55M 0.5% +781 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: 8,964 shares; 2024Q4: not reported; 2025Q1: 9,013 shares; 2025Q2: 10,230 shares; 2025Q3: 11,203 shares; 2025Q4: 12,943 shares; 2026Q1: 14,558 shares; 2026Q2: 16,497 shares 16,497 $9.51M 0.5% +1,939 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: 6,332 shares; 2024Q4: not reported; 2025Q1: 9,207 shares; 2025Q2: 11,055 shares; 2025Q3: 12,802 shares; 2025Q4: 16,343 shares; 2026Q1: 16,447 shares; 2026Q2: 18,501 shares 18,501 $9.5M 0.5% +2,054 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: 448 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,927 shares; 2025Q3: 14,303 shares; 2025Q4: 14,294 shares; 2026Q1: 18,949 shares; 2026Q2: 23,088 shares 23,088 $9.4M 0.5% +4,139 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: 2,139 shares; 2024Q4: not reported; 2025Q1: 9,491 shares; 2025Q2: 23,198 shares; 2025Q3: 14,874 shares; 2025Q4: 17,001 shares; 2026Q1: 18,808 shares; 2026Q2: 21,800 shares 21,800 $9.06M 0.48% +2,992 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: 50,294 shares; 2024Q4: 49,796 shares; 2025Q1: 49,901 shares; 2025Q2: 49,901 shares; 2025Q3: 65,787 shares; 2025Q4: 71,049 shares; 2026Q1: 75,451 shares; 2026Q2: 107,387 shares 107,387 $8.98M 0.47% +31,936 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,261 shares; 2024Q4: not reported; 2025Q1: 16,893 shares; 2025Q2: 18,540 shares; 2025Q3: 21,445 shares; 2025Q4: 18,108 shares; 2026Q1: 28,700 shares; 2026Q2: 31,983 shares 31,983 $8.82M 0.47% +3,283 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,849 shares; 2025Q2: 55,209 shares; 2025Q3: 143,501 shares; 2025Q4: 146,090 shares; 2026Q1: 146,090 shares; 2026Q2: 150,386 shares 150,386 $8.47M 0.45% +4,296 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: 4,607 shares; 2024Q4: not reported; 2025Q1: 4,376 shares; 2025Q2: 6,445 shares; 2025Q3: 7,109 shares; 2025Q4: 10,860 shares; 2026Q1: 9,486 shares; 2026Q2: 11,272 shares 11,272 $8.44M 0.45% +1,786 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: not reported; 2024Q4: not reported; 2025Q1: 13,982 shares; 2025Q2: 25,607 shares; 2025Q3: 43,108 shares; 2025Q4: 41,822 shares; 2026Q1: 56,803 shares; 2026Q2: 65,746 shares 65,746 $7.74M 0.41% +8,943 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: 38,731 shares 38,731 $7.34M 0.39% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,861 shares; 2024Q4: not reported; 2025Q1: 5,090 shares; 2025Q2: 5,832 shares; 2025Q3: 8,935 shares; 2025Q4: 10,655 shares; 2026Q1: 11,252 shares; 2026Q2: 14,607 shares 14,607 $7.31M 0.39% +3,355 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: 3,943 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,830 shares; 2025Q3: 13,183 shares; 2025Q4: 14,341 shares; 2026Q1: 16,316 shares; 2026Q2: 17,110 shares 17,110 $7.2M 0.38% +794 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,149 shares; 2025Q3: 12,192 shares; 2025Q4: 20,751 shares; 2026Q1: 22,486 shares; 2026Q2: 28,533 shares 28,533 $7.18M 0.38% +6,047 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,298 shares; 2025Q2: 74,526 shares; 2025Q3: 77,696 shares; 2025Q4: 89,137 shares; 2026Q1: 92,576 shares; 2026Q2: 94,075 shares 94,075 $6.99M 0.37% +1,499 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,201 shares; 2025Q4: 68,549 shares; 2026Q1: 36,753 shares; 2026Q2: 45,888 shares 45,888 $6.8M 0.36% +9,135 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,068 shares; 2025Q3: 8,988 shares; 2025Q4: 9,236 shares; 2026Q1: 11,158 shares; 2026Q2: 11,658 shares 11,658 $6.77M 0.36% +500 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,296 shares; 2025Q2: 28,806 shares; 2025Q3: 34,629 shares; 2025Q4: 39,828 shares; 2026Q1: 42,049 shares; 2026Q2: 49,195 shares 49,195 $6.67M 0.35% +7,146 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: 13,404 shares; 2024Q4: 13,251 shares; 2025Q1: 17,179 shares; 2025Q2: 16,877 shares; 2025Q3: 31,974 shares; 2025Q4: 33,171 shares; 2026Q1: 38,906 shares; 2026Q2: 47,542 shares 47,542 $6.63M 0.35% +8,636 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,772 shares; 2025Q3: 7,395 shares; 2025Q4: 11,316 shares; 2026Q1: 11,396 shares; 2026Q2: 13,109 shares 13,109 $6.24M 0.33% +1,713 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,121 shares; 2024Q4: 12,547 shares; 2025Q1: 23,417 shares; 2025Q2: 24,119 shares; 2025Q3: 27,294 shares; 2025Q4: 30,967 shares; 2026Q1: 27,653 shares; 2026Q2: 32,482 shares 32,482 $6.16M 0.33% +4,829 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: 10,559 shares; 2024Q4: 12,846 shares; 2025Q1: 13,263 shares; 2025Q2: 19,138 shares; 2025Q3: 38,158 shares; 2025Q4: 43,706 shares; 2026Q1: 49,747 shares; 2026Q2: 52,225 shares 52,225 $5.92M 0.31% +2,478 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,062 shares; 2025Q2: 32,142 shares; 2025Q3: 33,601 shares; 2025Q4: 38,656 shares; 2026Q1: 38,790 shares; 2026Q2: 46,544 shares 46,544 $5.89M 0.31% +7,754 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: not reported; 2025Q1: 19,065 shares; 2025Q2: 19,584 shares; 2025Q3: 20,923 shares; 2025Q4: 24,202 shares; 2026Q1: 23,858 shares; 2026Q2: 26,583 shares 26,583 $5.87M 0.31% +2,725 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: 93,939 shares; 2024Q4: 98,001 shares; 2025Q1: 48,954 shares; 2025Q2: 50,603 shares; 2025Q3: 60,296 shares; 2025Q4: 68,300 shares; 2026Q1: 71,685 shares; 2026Q2: 67,867 shares 67,867 $5.62M 0.3% -3,818 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: 955 shares; 2024Q4: not reported; 2025Q1: 14,281 shares; 2025Q2: 8,528 shares; 2025Q3: 14,312 shares; 2025Q4: 15,109 shares; 2026Q1: 16,964 shares; 2026Q2: 20,534 shares 20,534 $5.59M 0.29% +3,570 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: 2,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,436 shares; 2025Q3: 8,942 shares; 2025Q4: 9,969 shares; 2026Q1: 12,066 shares; 2026Q2: 13,030 shares 13,030 $5.55M 0.29% +964 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: 27,268 shares; 2024Q4: 29,438 shares; 2025Q1: 27,170 shares; 2025Q2: 26,077 shares; 2025Q3: 114,230 shares; 2025Q4: 116,754 shares; 2026Q1: 53,025 shares; 2026Q2: 39,741 shares 39,741 $5.47M 0.29% -13,284 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: not reported; 2025Q1: 25,450 shares; 2025Q2: 22,584 shares; 2025Q3: 31,110 shares; 2025Q4: 34,532 shares; 2026Q1: 36,706 shares; 2026Q2: 40,061 shares 40,061 $5.42M 0.29% +3,355 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: 58,024 shares; 2024Q4: 57,682 shares; 2025Q1: 71,749 shares; 2025Q2: 61,923 shares; 2025Q3: 56,415 shares; 2025Q4: 58,687 shares; 2026Q1: 50,162 shares; 2026Q2: 45,810 shares 45,810 $5.05M 0.27% -4,352 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this 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: 190,959 shares 190,959 $4.98M 0.26% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,876 shares; 2025Q3: 2,107 shares; 2025Q4: 2,363 shares; 2026Q1: 2,383 shares; 2026Q2: 2,463 shares 2,463 $4.9M 0.26% +80 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,053 shares; 2025Q2: 9,545 shares; 2025Q3: 12,129 shares; 2025Q4: 13,945 shares; 2026Q1: 14,144 shares; 2026Q2: 15,630 shares 15,630 $4.58M 0.24% +1,486 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: 881 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,018 shares; 2025Q3: 6,223 shares; 2025Q4: 6,644 shares; 2026Q1: 7,608 shares; 2026Q2: 8,914 shares 8,914 $4.54M 0.24% +1,306 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: 5,588 shares; 2024Q4: not reported; 2025Q1: 24,726 shares; 2025Q2: 25,677 shares; 2025Q3: 32,973 shares; 2025Q4: 40,923 shares; 2026Q1: 40,137 shares; 2026Q2: 43,106 shares 43,106 $4.41M 0.23% +2,969 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,257 shares; 2025Q2: 123,458 shares; 2025Q3: 124,429 shares; 2025Q4: 122,257 shares; 2026Q1: 121,944 shares; 2026Q2: 132,224 shares 132,224 $4.23M 0.22% +10,280 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,735 shares; 2024Q4: not reported; 2025Q1: 16,273 shares; 2025Q2: 18,989 shares; 2025Q3: 38,576 shares; 2025Q4: 42,142 shares; 2026Q1: 42,055 shares; 2026Q2: 42,229 shares 42,229 $3.83M 0.2% +174 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: 34,997 shares; 2024Q4: 29,024 shares; 2025Q1: 40,478 shares; 2025Q2: 47,813 shares; 2025Q3: 15,229 shares; 2025Q4: 20,734 shares; 2026Q1: 26,753 shares; 2026Q2: 28,968 shares 28,968 $3.72M 0.2% +2,215 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: 5,454 shares; 2024Q4: not reported; 2025Q1: 10,269 shares; 2025Q2: 9,509 shares; 2025Q3: 14,982 shares; 2025Q4: 23,592 shares; 2026Q1: 28,965 shares; 2026Q2: 30,881 shares 30,881 $3.63M 0.19% +1,916 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,873 shares; 2024Q4: not reported; 2025Q1: 13,738 shares; 2025Q2: 14,502 shares; 2025Q3: 17,058 shares; 2025Q4: 18,449 shares; 2026Q1: 21,055 shares; 2026Q2: 34,726 shares 34,726 $3.61M 0.19% +13,671 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,663 shares; 2025Q3: 6,064 shares; 2025Q4: 7,828 shares; 2026Q1: 9,051 shares; 2026Q2: 9,709 shares 9,709 $3.52M 0.19% +658 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,894 shares; 2024Q4: 14,110 shares; 2025Q1: 16,169 shares; 2025Q2: 18,822 shares; 2025Q3: 32,456 shares; 2025Q4: 38,860 shares; 2026Q1: 40,530 shares; 2026Q2: 60,690 shares 60,690 $3.46M 0.18% +20,160 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: 488 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,195 shares; 2025Q3: 3,274 shares; 2025Q4: 4,270 shares; 2026Q1: 4,405 shares; 2026Q2: 5,417 shares 5,417 $3.44M 0.18% +1,012 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,914 shares; 2024Q4: 18,914 shares; 2025Q1: 18,914 shares; 2025Q2: 18,914 shares; 2025Q3: 29,896 shares; 2025Q4: 29,896 shares; 2026Q1: 28,556 shares; 2026Q2: 28,556 shares 28,556 $3.4M 0.18% 0 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: 1,409 shares; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 4,643 shares; 2025Q3: 7,374 shares; 2025Q4: 9,349 shares; 2026Q1: 9,988 shares; 2026Q2: 8,246 shares 8,246 $3.28M 0.17% -1,742 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,438 shares; 2025Q3: 4,454 shares; 2025Q4: 6,184 shares; 2026Q1: 8,485 shares; 2026Q2: 14,596 shares 14,596 $3.27M 0.17% +6,111 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: 2,802 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,154 shares; 2025Q3: 9,272 shares; 2025Q4: 13,456 shares; 2026Q1: 14,613 shares; 2026Q2: 15,505 shares 15,505 $3.24M 0.17% +892 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 237,878 shares 237,878 $3.17M 0.17% new 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: 602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,183 shares; 2025Q3: 2,861 shares; 2025Q4: 32,268 shares; 2026Q1: 43,830 shares; 2026Q2: 37,665 shares 37,665 $2.69M 0.14% -6,165 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,840 shares; 2025Q3: 39,217 shares; 2025Q4: 51,856 shares; 2026Q1: 49,444 shares; 2026Q2: 49,444 shares 49,444 $2.68M 0.14% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,600 shares 16,600 $2.56M 0.13% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,767 shares; 2025Q3: 24,848 shares; 2025Q4: 71,271 shares; 2026Q1: 13,606 shares; 2026Q2: 13,295 shares 13,295 $2.53M 0.13% -311 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686 shares; 2025Q3: 2,669 shares; 2025Q4: 3,107 shares; 2026Q1: 5,977 shares; 2026Q2: 7,221 shares 7,221 $2.46M 0.13% +1,244 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,139 shares; 2025Q3: 9,427 shares; 2025Q4: 9,439 shares; 2026Q1: 10,223 shares; 2026Q2: 11,280 shares 11,280 $2.44M 0.13% +1,057 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: 8,147 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,055 shares; 2025Q3: 12,077 shares; 2025Q4: 18,607 shares; 2026Q1: 21,667 shares; 2026Q2: 26,858 shares 26,858 $2.36M 0.12% +5,191 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: 9,331 shares; 2024Q4: 10,337 shares; 2025Q1: 10,161 shares; 2025Q2: 11,733 shares; 2025Q3: 10,766 shares; 2025Q4: 13,727 shares; 2026Q1: 15,502 shares; 2026Q2: 16,833 shares 16,833 $2.36M 0.12% +1,331 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: 3,443 shares; 2024Q4: not reported; 2025Q1: 6,628 shares; 2025Q2: 5,373 shares; 2025Q3: 6,003 shares; 2025Q4: 6,353 shares; 2026Q1: 4,500 shares; 2026Q2: 18,800 shares 18,800 $2.33M 0.12% +14,300 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: 2,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,116 shares; 2025Q3: 8,368 shares; 2025Q4: 14,781 shares; 2026Q1: 13,959 shares; 2026Q2: 15,157 shares 15,157 $2.22M 0.12% +1,198 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,766 shares; 2025Q3: 2,236 shares; 2025Q4: 2,270 shares; 2026Q1: 2,426 shares; 2026Q2: 2,910 shares 2,910 $2.22M 0.12% +484 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: 706 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: 1,833 shares; 2025Q4: 1,913 shares; 2026Q1: 2,149 shares; 2026Q2: 2,173 shares 2,173 $2.2M 0.12% +24 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,659 shares; 2025Q3: 4,089 shares; 2025Q4: 4,684 shares; 2026Q1: 5,286 shares; 2026Q2: 5,502 shares 5,502 $2.06M 0.11% +216 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,551 shares; 2025Q3: 5,412 shares; 2025Q4: 7,086 shares; 2026Q1: 7,152 shares; 2026Q2: 7,658 shares 7,658 $2.05M 0.11% +506 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,125 shares; 2025Q2: 18,078 shares; 2025Q3: 16,578 shares; 2025Q4: 22,836 shares; 2026Q1: 22,605 shares; 2026Q2: 23,520 shares 23,520 $2.04M 0.11% +915 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,876 shares; 2025Q3: 6,484 shares; 2025Q4: 18,422 shares; 2026Q1: 20,125 shares; 2026Q2: 20,192 shares 20,192 $2.02M 0.11% +67 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 2,839 shares; 2026Q2: 2,739 shares 2,739 $2.02M 0.11% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,447 shares; 2025Q4: 7,447 shares; 2026Q1: 5,350 shares; 2026Q2: 32,777 shares 32,777 $1.95M 0.1% +27,427 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: 719 shares; 2026Q2: 845 shares 845 $1.92M 0.1% +126 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,285 shares; 2025Q3: 3,013 shares; 2025Q4: 3,409 shares; 2026Q1: 3,462 shares; 2026Q2: 9,568 shares 9,568 $1.92M 0.1% +6,106 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 1,142 shares; 2025Q4: 1,091 shares; 2026Q1: 1,531 shares; 2026Q2: 1,629 shares 1,629 $1.91M 0.1% +98 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: 938 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 2,288 shares; 2025Q4: 2,111 shares; 2026Q1: 3,432 shares; 2026Q2: 3,635 shares 3,635 $1.89M 0.1% +203 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: 13,285 shares; 2024Q4: 13,285 shares; 2025Q1: 13,285 shares; 2025Q2: 13,285 shares; 2025Q3: 13,759 shares; 2025Q4: 13,360 shares; 2026Q1: 13,360 shares; 2026Q2: 18,039 shares 18,039 $1.87M 0.1% +4,679 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: 7,658 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,968 shares; 2025Q3: 8,221 shares; 2025Q4: 7,799 shares; 2026Q1: 7,614 shares; 2026Q2: 7,973 shares 7,973 $1.81M 0.1% +359 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: 1,056 shares; 2025Q4: 1,257 shares; 2026Q1: 1,586 shares; 2026Q2: 1,863 shares 1,863 $1.8M 0.09% +277 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: 25,623 shares; 2025Q3: 25,623 shares; 2025Q4: 25,623 shares; 2026Q1: 25,869 shares; 2026Q2: 25,869 shares 25,869 $1.77M 0.09% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,767 shares; 2025Q3: 3,466 shares; 2025Q4: 4,238 shares; 2026Q1: 4,942 shares; 2026Q2: 5,223 shares 5,223 $1.77M 0.09% +281 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: 1,924 shares; 2025Q4: 2,155 shares; 2026Q1: 2,353 shares; 2026Q2: 2,753 shares 2,753 $1.76M 0.09% +400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,704 shares; 2025Q3: 7,075 shares; 2025Q4: 11,261 shares; 2026Q1: 12,837 shares; 2026Q2: 18,786 shares 18,786 $1.72M 0.09% +5,949 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: 2,844 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,489 shares; 2025Q3: 7,215 shares; 2025Q4: 9,444 shares; 2026Q1: 13,695 shares; 2026Q2: 13,235 shares 13,235 $1.67M 0.09% -460 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,221 shares; 2025Q2: 15,148 shares; 2025Q3: 15,683 shares; 2025Q4: 19,308 shares; 2026Q1: 18,891 shares; 2026Q2: 20,397 shares 20,397 $1.66M 0.09% +1,506 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: 2,332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,434 shares; 2025Q3: 3,773 shares; 2025Q4: 4,398 shares; 2026Q1: 5,573 shares; 2026Q2: 5,698 shares 5,698 $1.6M 0.08% +125 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,842 shares; 2025Q3: 2,515 shares; 2025Q4: 2,460 shares; 2026Q1: 2,615 shares; 2026Q2: 3,651 shares 3,651 $1.58M 0.08% +1,036 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,191 shares; 2025Q3: 11,386 shares; 2025Q4: 13,070 shares; 2026Q1: 14,846 shares; 2026Q2: 16,316 shares 16,316 $1.57M 0.08% +1,470 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,473 shares; 2025Q3: 3,545 shares; 2025Q4: 4,386 shares; 2026Q1: 4,478 shares; 2026Q2: 4,222 shares 4,222 $1.56M 0.08% -256 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,383 shares; 2025Q3: 13,399 shares; 2025Q4: 13,893 shares; 2026Q1: 17,514 shares; 2026Q2: 13,399 shares 13,399 $1.56M 0.08% -4,115 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,370 shares 28,370 $1.51M 0.08% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,882 shares; 2025Q3: 36,882 shares; 2025Q4: 34,402 shares; 2026Q1: 34,402 shares; 2026Q2: 34,402 shares 34,402 $1.51M 0.08% 0 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: 9,001 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,085 shares; 2025Q3: 6,085 shares; 2025Q4: 8,195 shares; 2026Q1: 6,085 shares; 2026Q2: 6,085 shares 6,085 $1.48M 0.08% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,830 shares 18,830 $1.47M 0.08% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: 3,317 shares; 2025Q4: 2,232 shares; 2026Q1: 3,983 shares; 2026Q2: 3,983 shares 3,983 $1.47M 0.08% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,243 shares; 2025Q3: 6,243 shares; 2025Q4: 9,332 shares; 2026Q1: 9,479 shares; 2026Q2: 9,745 shares 9,745 $1.43M 0.08% +266 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares; 2026Q1: 5,516 shares; 2026Q2: 9,141 shares 9,141 $1.41M 0.07% +3,625 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: 921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,789 shares; 2025Q4: 1,962 shares; 2026Q1: 2,680 shares; 2026Q2: 2,732 shares 2,732 $1.37M 0.07% +52 Timeline MGK 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: 3,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,408 shares; 2025Q3: 3,408 shares; 2025Q4: 3,408 shares; 2026Q1: 2,894 shares; 2026Q2: 14,470 shares 14,470 $1.27M 0.07% +11,576 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,897 shares; 2026Q2: 12,929 shares 12,929 $1.27M 0.07% +7,032 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: 1,086 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,456 shares; 2025Q3: 2,482 shares; 2025Q4: 3,072 shares; 2026Q1: 3,364 shares; 2026Q2: 3,711 shares 3,711 $1.26M 0.07% +347 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,252 shares; 2025Q3: 6,343 shares; 2025Q4: 5,260 shares; 2026Q1: 6,303 shares; 2026Q2: 7,422 shares 7,422 $1.26M 0.07% +1,119 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: 934 shares; 2025Q3: 1,931 shares; 2025Q4: 3,150 shares; 2026Q1: 3,147 shares; 2026Q2: 3,773 shares 3,773 $1.25M 0.07% +626 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: 380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 1,941 shares; 2025Q4: 14,568 shares; 2026Q1: 13,262 shares; 2026Q2: 12,336 shares 12,336 $1.23M 0.06% -926 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,123 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,242 shares; 2025Q3: 13,973 shares; 2025Q4: 18,639 shares; 2026Q1: 16,844 shares; 2026Q2: 14,471 shares 14,471 $1.2M 0.06% -2,373 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: 87,379 shares; 2024Q4: 87,821 shares; 2025Q1: 26,602 shares; 2025Q2: 27,849 shares; 2025Q3: 39,273 shares; 2025Q4: 40,115 shares; 2026Q1: 45,349 shares; 2026Q2: 56,661 shares 56,661 $1.17M 0.06% +11,312 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 681 shares; 2025Q4: 772 shares; 2026Q1: 1,150 shares; 2026Q2: 1,547 shares 1,547 $1.17M 0.06% +397 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 4,834 shares; 2026Q1: 4,834 shares; 2026Q2: 4,870 shares 4,870 $1.16M 0.06% +36 Timeline TRP TC ENERGY CORP More: the full row for TC 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: 11,203 shares; 2025Q3: 11,192 shares; 2025Q4: 17,411 shares; 2026Q1: 17,411 shares; 2026Q2: 17,545 shares 17,545 $1.16M 0.06% +134 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,000 shares; 2024Q4: 170,000 shares; 2025Q1: 170,000 shares; 2025Q2: 170,000 shares; 2025Q3: 170,000 shares; 2025Q4: 170,000 shares; 2026Q1: 220,000 shares; 2026Q2: 220,000 shares 220,000 $1.15M 0.06% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,334 shares; 2025Q2: 40,820 shares; 2025Q3: 43,020 shares; 2025Q4: 48,885 shares; 2026Q1: 48,885 shares; 2026Q2: 50,885 shares 50,885 $1.13M 0.06% +2,000 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667,371 shares; 2024Q4: 1,104,193 shares; 2025Q1: 1,104,521 shares; 2025Q2: 1,098,663 shares; 2025Q3: 1,072,940 shares; 2025Q4: 807,268 shares; 2026Q1: 128,813 shares; 2026Q2: 128,813 shares 128,813 $1.13M 0.06% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,404 shares; 2025Q3: 2,032 shares; 2025Q4: 2,166 shares; 2026Q1: 2,376 shares; 2026Q2: 3,217 shares 3,217 $1.12M 0.06% +841 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,292 shares; 2025Q3: 9,171 shares; 2025Q4: 8,756 shares; 2026Q1: 11,916 shares; 2026Q2: 11,675 shares 11,675 $1.12M 0.06% -241 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,370 shares; 2025Q3: 6,738 shares; 2025Q4: 6,570 shares; 2026Q1: 6,570 shares; 2026Q2: 6,845 shares 6,845 $1.11M 0.06% +275 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,906 shares; 2025Q3: 4,982 shares; 2025Q4: 6,568 shares; 2026Q1: 7,846 shares; 2026Q2: 8,877 shares 8,877 $1.09M 0.06% +1,031 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,618 shares; 2025Q3: 2,029 shares; 2025Q4: 1,889 shares; 2026Q1: 2,575 shares; 2026Q2: 2,702 shares 2,702 $1.07M 0.06% +127 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: not reported; 2025Q3: 1,660 shares; 2025Q4: 1,829 shares; 2026Q1: 2,115 shares; 2026Q2: 3,987 shares 3,987 $1.07M 0.06% +1,872 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,474 shares; 2026Q2: 10,407 shares 10,407 $1.03M 0.05% -3,067 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,641 shares; 2025Q3: 9,641 shares; 2025Q4: 9,641 shares; 2026Q1: 9,641 shares; 2026Q2: 9,917 shares 9,917 $1.02M 0.05% +276 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: 760 shares; 2025Q4: 820 shares; 2026Q1: 1,458 shares; 2026Q2: 1,428 shares 1,428 $1.02M 0.05% -30 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: 8,937 shares; 2024Q4: not reported; 2025Q1: 11,743 shares; 2025Q2: 12,609 shares; 2025Q3: 29,863 shares; 2025Q4: 14,452 shares; 2026Q1: 26,327 shares; 2026Q2: 23,537 shares 23,537 $998K 0.05% -2,790 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,377 shares; 2025Q3: 4,886 shares; 2025Q4: 7,737 shares; 2026Q1: 8,468 shares; 2026Q2: 12,702 shares 12,702 $997K 0.05% +4,234 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,445 shares; 2025Q3: 10,868 shares; 2025Q4: 11,431 shares; 2026Q1: 13,348 shares; 2026Q2: 13,774 shares 13,774 $991K 0.05% +426 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: 1,714 shares; 2024Q4: 36,168 shares; 2025Q1: not reported; 2025Q2: 1,683 shares; 2025Q3: 2,155 shares; 2025Q4: 6,292 shares; 2026Q1: 2,065 shares; 2026Q2: 2,707 shares 2,707 $990K 0.05% +642 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 856 shares; 2025Q4: 868 shares; 2026Q1: 1,014 shares; 2026Q2: 1,311 shares 1,311 $943K 0.05% +297 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 158 shares; 2025Q4: 295 shares; 2026Q1: 271 shares; 2026Q2: 5,234 shares 5,234 $933K 0.05% +4,963 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,765 shares; 2025Q4: 6,293 shares; 2026Q1: 5,964 shares; 2026Q2: 5,789 shares 5,789 $909K 0.05% -175 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,271 shares; 2025Q3: not reported; 2025Q4: 19,257 shares; 2026Q1: 18,014 shares; 2026Q2: 18,014 shares 18,014 $907K 0.05% 0 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: 1,452 shares; 2025Q3: 3,033 shares; 2025Q4: 3,488 shares; 2026Q1: 4,040 shares; 2026Q2: 3,980 shares 3,980 $903K 0.05% -60 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: 11,289 shares; 2024Q4: 11,389 shares; 2025Q1: 11,689 shares; 2025Q2: 12,898 shares; 2025Q3: 13,130 shares; 2025Q4: 11,166 shares; 2026Q1: 10,910 shares; 2026Q2: 11,593 shares 11,593 $894K 0.05% +683 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,633 shares; 2025Q3: 10,614 shares; 2025Q4: 8,917 shares; 2026Q1: 9,086 shares; 2026Q2: 12,439 shares 12,439 $891K 0.05% +3,353 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: 9,068 shares; 2024Q4: 10,394 shares; 2025Q1: not reported; 2025Q2: 16,452 shares; 2025Q3: 27,387 shares; 2025Q4: 26,733 shares; 2026Q1: 31,083 shares; 2026Q2: 36,870 shares 36,870 $888K 0.05% +5,787 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,842 shares; 2025Q3: 2,744 shares; 2025Q4: 17,303 shares; 2026Q1: 3,851 shares; 2026Q2: 4,125 shares 4,125 $878K 0.05% +274 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,421 shares; 2026Q1: 3,257 shares; 2026Q2: 3,422 shares 3,422 $874K 0.05% +165 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 836 shares; 2025Q3: 1,475 shares; 2025Q4: 2,044 shares; 2026Q1: 2,292 shares; 2026Q2: 2,455 shares 2,455 $870K 0.05% +163 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,054 shares; 2025Q3: 1,471 shares; 2025Q4: 2,240 shares; 2026Q1: 1,678 shares; 2026Q2: 1,920 shares 1,920 $856K 0.05% +242 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 2,543 shares; 2025Q4: 4,422 shares; 2026Q1: 5,152 shares; 2026Q2: 7,920 shares 7,920 $851K 0.04% +2,768 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: 1,624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,943 shares; 2025Q3: 4,525 shares; 2025Q4: 5,724 shares; 2026Q1: 4,434 shares; 2026Q2: 4,583 shares 4,583 $847K 0.04% +149 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,758 shares; 2024Q4: not reported; 2025Q1: 11,538 shares; 2025Q2: 12,438 shares; 2025Q3: 14,384 shares; 2025Q4: 17,265 shares; 2026Q1: 20,193 shares; 2026Q2: 3,236 shares 3,236 $845K 0.04% -16,957 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,415 shares; 2025Q1: 18,415 shares; 2025Q2: 18,415 shares; 2025Q3: 18,415 shares; 2025Q4: 18,415 shares; 2026Q1: 18,415 shares; 2026Q2: 18,415 shares 18,415 $842K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,236 shares; 2025Q4: 1,582 shares; 2026Q1: 2,090 shares; 2026Q2: 3,774 shares 3,774 $841K 0.04% +1,684 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: not reported; 2026Q2: 22,662 shares 22,662 $839K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 2,160 shares; 2026Q1: 2,353 shares; 2026Q2: 5,853 shares 5,853 $838K 0.04% +3,500 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,576 shares; 2025Q4: 6,116 shares; 2026Q1: not reported; 2026Q2: 23,915 shares 23,915 $832K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,192 shares; 2025Q4: 1,188 shares; 2026Q1: 2,577 shares; 2026Q2: 2,759 shares 2,759 $829K 0.04% +182 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 2,252 shares; 2025Q4: 2,578 shares; 2026Q1: 2,944 shares; 2026Q2: 3,677 shares 3,677 $823K 0.04% +733 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: 932 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 2,771 shares; 2026Q1: 2,253 shares; 2026Q2: 2,219 shares 2,219 $821K 0.04% -34 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,389 shares; 2025Q3: 7,081 shares; 2025Q4: 9,090 shares; 2026Q1: 9,078 shares; 2026Q2: 9,412 shares 9,412 $816K 0.04% +334 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,282 shares; 2025Q4: 6,617 shares; 2026Q1: 7,174 shares; 2026Q2: 7,795 shares 7,795 $806K 0.04% +621 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,873 shares; 2025Q3: 3,854 shares; 2025Q4: 5,128 shares; 2026Q1: 5,382 shares; 2026Q2: 5,562 shares 5,562 $804K 0.04% +180 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: 2,133 shares; 2025Q4: 5,176 shares; 2026Q1: 5,445 shares; 2026Q2: 5,505 shares 5,505 $804K 0.04% +60 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: 1,020 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,106 shares; 2025Q3: 2,624 shares; 2025Q4: 3,150 shares; 2026Q1: 2,660 shares; 2026Q2: 2,568 shares 2,568 $804K 0.04% -92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,976 shares; 2025Q3: 2,420 shares; 2025Q4: 2,432 shares; 2026Q1: 2,844 shares; 2026Q2: 2,316 shares 2,316 $797K 0.04% -528 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: 9,153 shares; 2025Q4: 10,153 shares; 2026Q1: 8,242 shares; 2026Q2: 8,437 shares 8,437 $788K 0.04% +195 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: 10,204 shares; 2024Q4: 10,204 shares; 2025Q1: 10,204 shares; 2025Q2: 10,204 shares; 2025Q3: 13,338 shares; 2025Q4: 14,422 shares; 2026Q1: 10,161 shares; 2026Q2: 10,161 shares 10,161 $778K 0.04% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,591 shares; 2026Q1: not reported; 2026Q2: 8,750 shares 8,750 $778K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,126 shares; 2025Q4: 13,350 shares; 2026Q1: 8,131 shares; 2026Q2: 8,131 shares 8,131 $777K 0.04% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER 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: 449 shares; 2025Q4: 804 shares; 2026Q1: 1,691 shares; 2026Q2: 2,293 shares 2,293 $776K 0.04% +602 Timeline IVOO 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: 7,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,133 shares; 2025Q3: 7,133 shares; 2025Q4: 7,133 shares; 2026Q1: 5,922 shares; 2026Q2: 5,906 shares 5,906 $770K 0.04% -16 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: 1,386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 1,064 shares 1,064 $748K 0.04% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,031 shares; 2026Q2: 3,070 shares 3,070 $742K 0.04% +1,039 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,762 shares; 2025Q3: 4,740 shares; 2025Q4: 6,183 shares; 2026Q1: 6,333 shares; 2026Q2: 6,510 shares 6,510 $737K 0.04% +177 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280 shares; 2025Q3: 637 shares; 2025Q4: 423 shares; 2026Q1: 495 shares; 2026Q2: 645 shares 645 $731K 0.04% +150 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: 507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 1,190 shares; 2025Q4: 1,049 shares; 2026Q1: 1,133 shares; 2026Q2: 1,435 shares 1,435 $729K 0.04% +302 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 1,687 shares; 2026Q1: 1,000 shares; 2026Q2: 1,298 shares 1,298 $727K 0.04% +298 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 1,431 shares; 2025Q4: 1,588 shares; 2026Q1: 1,888 shares; 2026Q2: 1,923 shares 1,923 $721K 0.04% +35 Timeline VOOG 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: 3,020 shares; 2025Q4: 4,093 shares; 2026Q1: 1,447 shares; 2026Q2: 8,682 shares 8,682 $717K 0.04% +7,235 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,263 shares; 2025Q3: 7,799 shares; 2025Q4: 7,522 shares; 2026Q1: 8,643 shares; 2026Q2: 7,760 shares 7,760 $716K 0.04% -883 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,268 shares; 2025Q4: 7,794 shares; 2026Q1: 6,286 shares; 2026Q2: 8,443 shares 8,443 $715K 0.04% +2,157 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,147 shares; 2026Q2: 5,361 shares 5,361 $712K 0.04% +2,214 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 858 shares; 2025Q4: 918 shares; 2026Q1: 807 shares; 2026Q2: 1,831 shares 1,831 $708K 0.04% +1,024 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: 1,043 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares; 2026Q1: 1,369 shares; 2026Q2: 8,217 shares 8,217 $708K 0.04% +6,848 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: 1,060 shares; 2026Q1: 1,308 shares; 2026Q2: 1,367 shares 1,367 $704K 0.04% +59 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: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,440 shares 1,440 $697K 0.04% +230 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,822 shares; 2026Q1: 40,627 shares; 2026Q2: 39,063 shares 39,063 $693K 0.04% -1,564 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES 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: 17,979 shares; 2025Q4: 39,429 shares; 2026Q1: 39,429 shares; 2026Q2: 29,429 shares 29,429 $692K 0.04% -10,000 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327 shares; 2025Q4: 337 shares; 2026Q1: 736 shares; 2026Q2: 654 shares 654 $682K 0.04% -82 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,205 shares; 2026Q1: 3,669 shares; 2026Q2: 5,198 shares 5,198 $679K 0.04% +1,529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 4,650 shares; 2025Q4: 3,867 shares; 2026Q1: 6,432 shares; 2026Q2: 7,287 shares 7,287 $671K 0.04% +855 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,296 shares; 2025Q3: 9,365 shares; 2025Q4: 8,305 shares; 2026Q1: 8,841 shares; 2026Q2: 13,774 shares 13,774 $669K 0.04% +4,933 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: 3,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,491 shares; 2026Q2: 9,089 shares 9,089 $667K 0.04% -402 Timeline MGV 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: 4,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,074 shares; 2025Q3: 4,074 shares; 2025Q4: 4,074 shares; 2026Q1: 4,074 shares; 2026Q2: 4,074 shares 4,074 $666K 0.04% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,872 shares; 2025Q4: 3,086 shares; 2026Q1: 3,164 shares; 2026Q2: 5,871 shares 5,871 $665K 0.04% +2,707 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,106 shares; 2024Q4: 28,106 shares; 2025Q1: 28,106 shares; 2025Q2: 28,106 shares; 2025Q3: 28,106 shares; 2025Q4: 28,106 shares; 2026Q1: 28,106 shares; 2026Q2: 25,976 shares 25,976 $664K 0.04% -2,130 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: 2,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,193 shares; 2025Q3: 10,422 shares; 2025Q4: 10,683 shares; 2026Q1: 9,365 shares; 2026Q2: 9,101 shares 9,101 $657K 0.03% -264 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,876 shares; 2026Q1: 2,041 shares; 2026Q2: 8,062 shares 8,062 $650K 0.03% +6,021 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 996 shares; 2026Q1: not reported; 2026Q2: 2,594 shares 2,594 $647K 0.03% new Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,700 shares; 2024Q4: 181,700 shares; 2025Q1: 181,700 shares; 2025Q2: 166,700 shares; 2025Q3: 166,700 shares; 2025Q4: 166,700 shares; 2026Q1: 166,700 shares; 2026Q2: 166,700 shares 166,700 $642K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,209 shares; 2025Q3: 1,645 shares; 2025Q4: 2,274 shares; 2026Q1: 2,599 shares; 2026Q2: 2,336 shares 2,336 $632K 0.03% -263 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,344 shares 5,344 $628K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares; 2025Q3: 3,031 shares; 2025Q4: 3,052 shares; 2026Q1: 3,409 shares; 2026Q2: 4,548 shares 4,548 $623K 0.03% +1,139 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: 1,044 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 3,442 shares; 2025Q4: 5,643 shares; 2026Q1: 4,664 shares; 2026Q2: 4,932 shares 4,932 $614K 0.03% +268 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 329 shares; 2026Q1: 399 shares; 2026Q2: 437 shares 437 $604K 0.03% +38 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,751 shares; 2025Q4: 3,751 shares; 2026Q1: 2,755 shares; 2026Q2: 2,755 shares 2,755 $604K 0.03% 0 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: 2,340 shares; 2026Q2: 2,304 shares 2,304 $600K 0.03% -36 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,526 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,526 shares; 2025Q3: 7,526 shares; 2025Q4: 7,526 shares; 2026Q1: 7,564 shares; 2026Q2: 7,674 shares 7,674 $593K 0.03% +110 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,718 shares; 2025Q4: 4,845 shares; 2026Q1: 4,777 shares; 2026Q2: 5,141 shares 5,141 $589K 0.03% +364 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: 865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 2,390 shares; 2025Q4: 3,715 shares; 2026Q1: 3,872 shares; 2026Q2: 3,054 shares 3,054 $582K 0.03% -818 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,551 shares; 2025Q3: 2,256 shares; 2025Q4: 2,461 shares; 2026Q1: 4,179 shares; 2026Q2: 3,412 shares 3,412 $580K 0.03% -767 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: 21,597 shares; 2024Q4: 23,604 shares; 2025Q1: 19,135 shares; 2025Q2: 16,818 shares; 2025Q3: 23,758 shares; 2025Q4: 31,493 shares; 2026Q1: 39,996 shares; 2026Q2: 41,541 shares 41,541 $577K 0.03% +1,545 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: 816 shares; 2026Q1: 795 shares; 2026Q2: 895 shares 895 $576K 0.03% +100 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,890 shares; 2025Q4: 8,775 shares; 2026Q1: 11,516 shares; 2026Q2: 9,917 shares 9,917 $571K 0.03% -1,599 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES 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: 6,202 shares 6,202 $557K 0.03% new 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: not reported; 2026Q2: 3,039 shares 3,039 $556K 0.03% new 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: 1,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,245 shares; 2025Q3: 4,282 shares; 2025Q4: 6,545 shares; 2026Q1: 7,657 shares; 2026Q2: 3,537 shares 3,537 $554K 0.03% -4,120 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,525 shares; 2024Q4: 39,525 shares; 2025Q1: 39,525 shares; 2025Q2: 36,349 shares; 2025Q3: 36,349 shares; 2025Q4: 4,601 shares; 2026Q1: 4,601 shares; 2026Q2: 4,601 shares 4,601 $553K 0.03% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 1,189 shares; 2025Q4: 1,139 shares; 2026Q1: 1,374 shares; 2026Q2: 1,715 shares 1,715 $545K 0.03% +341 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,324 shares; 2026Q1: 8,256 shares; 2026Q2: 8,338 shares 8,338 $524K 0.03% +82 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,017 shares; 2026Q1: 7,501 shares; 2026Q2: 10,443 shares 10,443 $521K 0.03% +2,942 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,718 shares; 2025Q4: 14,483 shares; 2026Q1: 15,299 shares; 2026Q2: 15,338 shares 15,338 $521K 0.03% +39 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,549 shares; 2025Q4: 5,806 shares; 2026Q1: 4,611 shares; 2026Q2: 2,364 shares 2,364 $519K 0.03% -2,247 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: 17,788 shares; 2024Q4: 18,083 shares; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 2,663 shares; 2025Q4: 3,879 shares; 2026Q1: 4,191 shares; 2026Q2: 2,342 shares 2,342 $516K 0.03% -1,849 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 2,032 shares; 2025Q4: 2,193 shares; 2026Q1: 2,217 shares; 2026Q2: 1,825 shares 1,825 $516K 0.03% -392 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,096 shares; 2025Q2: 10,619 shares; 2025Q3: 17,219 shares; 2025Q4: 9,947 shares; 2026Q1: 10,927 shares; 2026Q2: 11,008 shares 11,008 $512K 0.03% +81 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: 879 shares; 2025Q4: 1,043 shares; 2026Q1: 1,137 shares; 2026Q2: 1,128 shares 1,128 $511K 0.03% -9 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: 2,237 shares; 2024Q4: 63,575 shares; 2025Q1: not reported; 2025Q2: 9,252 shares; 2025Q3: 8,897 shares; 2025Q4: 9,120 shares; 2026Q1: 4,354 shares; 2026Q2: 4,354 shares 4,354 $511K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,684 shares; 2025Q3: 3,117 shares; 2025Q4: 4,761 shares; 2026Q1: 1,804 shares; 2026Q2: 3,692 shares 3,692 $506K 0.03% +1,888 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: 1,856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,089 shares; 2025Q3: 3,402 shares; 2025Q4: 4,848 shares; 2026Q1: 4,998 shares; 2026Q2: 3,029 shares 3,029 $505K 0.03% -1,969 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 653 shares; 2025Q4: 723 shares; 2026Q1: 938 shares; 2026Q2: 1,009 shares 1,009 $501K 0.03% +71 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,873 shares; 2026Q1: not reported; 2026Q2: 7,700 shares 7,700 $494K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 891 shares; 2025Q4: 1,534 shares; 2026Q1: 799 shares; 2026Q2: 1,467 shares 1,467 $487K 0.03% +668 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039 shares; 2025Q4: 1,352 shares; 2026Q1: 1,451 shares; 2026Q2: 1,454 shares 1,454 $480K 0.03% +3 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,187 shares; 2025Q4: 4,451 shares; 2026Q1: 4,687 shares; 2026Q2: 4,977 shares 4,977 $478K 0.03% +290 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,567 shares; 2026Q2: 2,194 shares 2,194 $478K 0.03% -373 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: 1,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,930 shares; 2025Q4: 2,163 shares; 2026Q1: 2,329 shares; 2026Q2: 1,903 shares 1,903 $474K 0.03% -426 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,897 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,528 shares; 2025Q3: 9,528 shares; 2025Q4: 9,528 shares; 2026Q1: 7,211 shares; 2026Q2: 7,211 shares 7,211 $473K 0.02% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,190 shares; 2025Q3: 3,981 shares; 2025Q4: 5,032 shares; 2026Q1: 5,334 shares; 2026Q2: 5,323 shares 5,323 $473K 0.02% -11 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,847 shares; 2026Q2: 1,761 shares 1,761 $471K 0.02% -86 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,403 shares; 2024Q4: 36,191 shares; 2025Q1: 39,912 shares; 2025Q2: 42,537 shares; 2025Q3: 42,537 shares; 2025Q4: 42,537 shares; 2026Q1: 41,591 shares; 2026Q2: 35,416 shares 35,416 $468K 0.02% -6,175 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,060 shares; 2025Q4: 5,629 shares; 2026Q1: 7,239 shares; 2026Q2: 7,732 shares 7,732 $467K 0.02% +493 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: 1,845 shares; 2026Q1: 2,944 shares; 2026Q2: 2,866 shares 2,866 $464K 0.02% -78 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010 shares; 2026Q2: 1,571 shares 1,571 $454K 0.02% +561 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: 1,088 shares; 2026Q1: 1,205 shares; 2026Q2: 1,684 shares 1,684 $454K 0.02% +479 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,119 shares; 2025Q4: 1,363 shares; 2026Q1: 1,740 shares; 2026Q2: 1,819 shares 1,819 $448K 0.02% +79 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 3,385 shares; 2026Q1: 3,574 shares; 2026Q2: 5,332 shares 5,332 $446K 0.02% +1,758 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,623 shares; 2025Q2: 15,008 shares; 2025Q3: 17,634 shares; 2025Q4: 7,424 shares; 2026Q1: 2,212 shares; 2026Q2: 2,703 shares 2,703 $443K 0.02% +491 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,588 shares; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares; 2026Q1: 5,029 shares; 2026Q2: 5,886 shares 5,886 $442K 0.02% +857 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,899 shares; 2024Q4: 33,684 shares; 2025Q1: 42,041 shares; 2025Q2: 45,668 shares; 2025Q3: 54,223 shares; 2025Q4: 50,546 shares; 2026Q1: 67,846 shares; 2026Q2: 4,884 shares 4,884 $442K 0.02% -62,962 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,110 shares 4,110 $441K 0.02% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,256 shares; 2026Q2: 2,776 shares 2,776 $439K 0.02% +1,520 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 3,450 shares; 2026Q1: 3,873 shares; 2026Q2: 3,917 shares 3,917 $438K 0.02% +44 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,344 shares; 2025Q4: 2,746 shares; 2026Q1: 2,803 shares; 2026Q2: 2,876 shares 2,876 $435K 0.02% +73 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,747 shares; 2025Q4: 7,705 shares; 2026Q1: 8,909 shares; 2026Q2: 9,069 shares 9,069 $431K 0.02% +160 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,110 shares; 2025Q4: 12,322 shares; 2026Q1: 10,306 shares; 2026Q2: 22,538 shares 22,538 $431K 0.02% +12,232 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,764 shares; 2025Q3: 3,662 shares; 2025Q4: 3,859 shares; 2026Q1: 4,448 shares; 2026Q2: 4,740 shares 4,740 $429K 0.02% +292 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,198 shares; 2026Q1: 4,356 shares; 2026Q2: 4,575 shares 4,575 $428K 0.02% +219 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 1,024 shares; 2026Q1: 718 shares; 2026Q2: 809 shares 809 $427K 0.02% +91 Timeline XPO XPO INC More: the full row for XPO 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: 2,064 shares 2,064 $424K 0.02% new Timeline XHB 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: 3,612 shares; 2026Q1: 3,612 shares; 2026Q2: 3,612 shares 3,612 $417K 0.02% 0 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: 15,056 shares; 2026Q2: 15,056 shares 15,056 $417K 0.02% 0 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: 2,932 shares; 2025Q4: 2,946 shares; 2026Q1: 3,241 shares; 2026Q2: 4,480 shares 4,480 $416K 0.02% +1,239 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 5,012 shares; 2026Q1: 5,525 shares; 2026Q2: 5,525 shares 5,525 $416K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 1,997 shares; 2026Q1: 2,674 shares; 2026Q2: 3,554 shares 3,554 $416K 0.02% +880 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 5,479 shares; 2026Q1: 5,479 shares; 2026Q2: 5,479 shares 5,479 $415K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,037 shares; 2024Q4: 17,827 shares; 2025Q1: 183,753 shares; 2025Q2: 29,964 shares; 2025Q3: 29,964 shares; 2025Q4: 29,964 shares; 2026Q1: 38,197 shares; 2026Q2: 38,197 shares 38,197 $415K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,263 shares; 2025Q3: 5,167 shares; 2025Q4: 4,066 shares; 2026Q1: 2,249 shares; 2026Q2: 3,586 shares 3,586 $414K 0.02% +1,337 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: 30,521 shares; 2024Q4: 19,131 shares; 2025Q1: 32,849 shares; 2025Q2: 36,649 shares; 2025Q3: 6,674 shares; 2025Q4: 7,538 shares; 2026Q1: 3,763 shares; 2026Q2: 5,743 shares 5,743 $413K 0.02% +1,980 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,065 shares; 2025Q4: 6,065 shares; 2026Q1: 6,065 shares; 2026Q2: 6,065 shares 6,065 $412K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares; 2026Q1: 496 shares; 2026Q2: 516 shares 516 $410K 0.02% +20 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $408K 0.02% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 1,468 shares; 2025Q4: 1,874 shares; 2026Q1: 2,318 shares; 2026Q2: 2,270 shares 2,270 $408K 0.02% -48 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,879 shares; 2025Q3: 6,879 shares; 2025Q4: 7,429 shares; 2026Q1: 7,625 shares; 2026Q2: 7,429 shares 7,429 $406K 0.02% -196 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: 843 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,955 shares; 2025Q3: 2,673 shares; 2025Q4: 3,236 shares; 2026Q1: 1,330 shares; 2026Q2: 1,956 shares 1,956 $401K 0.02% +626 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,742 shares; 2025Q4: not reported; 2026Q1: 1,642 shares; 2026Q2: 2,365 shares 2,365 $385K 0.02% +723 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 847 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,138 shares 3,138 $384K 0.02% new 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: 6,061 shares; 2024Q4: 356,688 shares; 2025Q1: 553,300 shares; 2025Q2: 46,544 shares; 2025Q3: 46,061 shares; 2025Q4: 15,974 shares; 2026Q1: 7,083 shares; 2026Q2: 7,083 shares 7,083 $380K 0.02% 0 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: 4,984 shares; 2025Q4: 3,933 shares; 2026Q1: 4,777 shares; 2026Q2: 6,116 shares 6,116 $379K 0.02% +1,339 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: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 270 shares; 2025Q4: 222 shares; 2026Q1: 236 shares; 2026Q2: 284 shares 284 $378K 0.02% +48 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $377K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,817 shares; 2025Q4: 5,817 shares; 2026Q1: 2,508 shares; 2026Q2: 2,474 shares 2,474 $376K 0.02% -34 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,988 shares; 2026Q2: 5,127 shares 5,127 $376K 0.02% +139 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,422 shares; 2026Q2: 1,575 shares 1,575 $374K 0.02% +153 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares; 2025Q4: 862 shares; 2026Q1: 1,054 shares; 2026Q2: 1,286 shares 1,286 $373K 0.02% +232 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: 1,204 shares; 2025Q4: not reported; 2026Q1: 1,731 shares; 2026Q2: 1,429 shares 1,429 $372K 0.02% -302 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares; 2026Q2: 1,547 shares 1,547 $369K 0.02% +113 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,466 shares; 2026Q2: 3,673 shares 3,673 $368K 0.02% +207 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,726 shares 1,726 $368K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares; 2026Q1: 1,674 shares; 2026Q2: 1,720 shares 1,720 $366K 0.02% +46 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,011 shares; 2025Q3: 11,240 shares; 2025Q4: not reported; 2026Q1: 8,912 shares; 2026Q2: 13,769 shares 13,769 $366K 0.02% +4,857 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,251 shares; 2025Q1: 24,657 shares; 2025Q2: 25,357 shares; 2025Q3: 25,357 shares; 2025Q4: 31,318 shares; 2026Q1: 32,079 shares; 2026Q2: 32,079 shares 32,079 $365K 0.02% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 863 shares; 2025Q3: 1,539 shares; 2025Q4: 1,215 shares; 2026Q1: 1,797 shares; 2026Q2: 1,967 shares 1,967 $363K 0.02% +170 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,770 shares; 2025Q4: 1,770 shares; 2026Q1: 1,770 shares; 2026Q2: 1,770 shares 1,770 $363K 0.02% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,094 shares 4,094 $357K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,715 shares 2,715 $357K 0.02% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $354K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,486 shares; 2026Q2: 6,361 shares 6,361 $354K 0.02% +1,875 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,881 shares; 2026Q2: 10,802 shares 10,802 $354K 0.02% +1,921 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 961 shares; 2025Q4: 972 shares; 2026Q1: not reported; 2026Q2: 1,757 shares 1,757 $353K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,482 shares; 2026Q1: 1,649 shares; 2026Q2: 1,573 shares 1,573 $353K 0.02% -76 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,028 shares; 2026Q1: 1,856 shares; 2026Q2: 1,260 shares 1,260 $351K 0.02% -596 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 653 shares; 2025Q4: 693 shares; 2026Q1: 688 shares; 2026Q2: 709 shares 709 $351K 0.02% +21 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares; 2025Q3: 1,531 shares; 2025Q4: 1,452 shares; 2026Q1: 1,476 shares; 2026Q2: 1,654 shares 1,654 $351K 0.02% +178 Timeline SIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 10,000 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $349K 0.02% 0 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: 116,168 shares; 2024Q4: 71,570 shares; 2025Q1: 55,095 shares; 2025Q2: 15,756 shares; 2025Q3: 21,446 shares; 2025Q4: 19,401 shares; 2026Q1: 19,205 shares; 2026Q2: 14,152 shares 14,152 $347K 0.02% -5,053 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: 1,462 shares; 2026Q1: 1,546 shares; 2026Q2: 1,599 shares 1,599 $345K 0.02% +53 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,489 shares; 2025Q3: 1,585 shares; 2025Q4: not reported; 2026Q1: 1,778 shares; 2026Q2: 1,923 shares 1,923 $345K 0.02% +145 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: 7,628 shares 7,628 $344K 0.02% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 2,268 shares; 2026Q1: not reported; 2026Q2: 4,375 shares 4,375 $344K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,570 shares; 2025Q4: 6,182 shares; 2026Q1: 7,197 shares; 2026Q2: 7,135 shares 7,135 $343K 0.02% -62 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS 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: 2,009 shares; 2025Q4: 2,122 shares; 2026Q1: 2,129 shares; 2026Q2: 1,986 shares 1,986 $342K 0.02% -143 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $334K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,588 shares; 2026Q1: 1,889 shares; 2026Q2: 1,973 shares 1,973 $333K 0.02% +84 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,354 shares; 2025Q3: 6,354 shares; 2025Q4: 6,257 shares; 2026Q1: 6,257 shares; 2026Q2: 6,257 shares 6,257 $330K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,895 shares; 2025Q4: 1,416 shares; 2026Q1: 2,394 shares; 2026Q2: 1,966 shares 1,966 $330K 0.02% -428 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,102 shares 1,102 $328K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,940 shares; 2026Q2: 5,900 shares 5,900 $328K 0.02% +2,960 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,164 shares; 2026Q2: 1,687 shares 1,687 $328K 0.02% +523 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 9,500 shares; 2026Q1: 6,110 shares; 2026Q2: 6,110 shares 6,110 $327K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,281 shares; 2025Q4: not reported; 2026Q1: 1,672 shares; 2026Q2: 2,055 shares 2,055 $326K 0.02% +383 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 2,344 shares; 2025Q4: 3,480 shares; 2026Q1: 3,717 shares; 2026Q2: 1,523 shares 1,523 $325K 0.02% -2,194 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,929 shares; 2026Q2: 5,758 shares 5,758 $323K 0.02% +829 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: not reported; 2026Q2: 7,544 shares 7,544 $321K 0.02% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,960 shares; 2026Q2: 1,924 shares 1,924 $321K 0.02% -36 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 912 shares; 2026Q1: 952 shares; 2026Q2: 1,019 shares 1,019 $321K 0.02% +67 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,274 shares 1,274 $320K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares; 2026Q1: 1,886 shares; 2026Q2: 1,886 shares 1,886 $320K 0.02% 0 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: 2,398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 8,234 shares; 2026Q1: 1,594 shares; 2026Q2: 1,720 shares 1,720 $319K 0.02% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,302 shares; 2025Q4: 4,497 shares; 2026Q1: 4,464 shares; 2026Q2: 4,648 shares 4,648 $317K 0.02% +184 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,709 shares; 2025Q3: 2,856 shares; 2025Q4: 2,738 shares; 2026Q1: 1,894 shares; 2026Q2: 2,683 shares 2,683 $317K 0.02% +789 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,115 shares; 2025Q4: 2,262 shares; 2026Q1: 2,760 shares; 2026Q2: 2,855 shares 2,855 $316K 0.02% +95 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: 926 shares 926 $310K 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,240 shares; 2026Q1: 12,340 shares; 2026Q2: 11,319 shares 11,319 $310K 0.02% -1,021 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,869 shares; 2025Q3: 4,865 shares; 2025Q4: not reported; 2026Q1: 3,514 shares; 2026Q2: 5,183 shares 5,183 $300K 0.02% +1,669 Timeline OGE OGE ENERGY CORP More: the full row for OGE 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: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,159 shares; 2026Q2: 6,159 shares 6,159 $300K 0.02% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,298 shares 1,298 $299K 0.02% new Timeline LEN-B LENNAR CORP More: the full row for LENNAR 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: 1,021 shares; 2026Q2: 3,354 shares 3,354 $298K 0.02% +2,333 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: 2,771 shares; 2025Q4: not reported; 2026Q1: 2,324 shares; 2026Q2: 2,348 shares 2,348 $297K 0.02% +24 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,614 shares; 2026Q1: 1,783 shares; 2026Q2: 1,686 shares 1,686 $296K 0.02% -97 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: 1,794 shares; 2025Q4: 2,463 shares; 2026Q1: 1,569 shares; 2026Q2: 1,529 shares 1,529 $295K 0.02% -40 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 2,213 shares; 2026Q1: 2,451 shares; 2026Q2: 2,400 shares 2,400 $288K 0.02% -51 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: 6,120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,120 shares; 2025Q3: 6,120 shares; 2025Q4: 6,120 shares; 2026Q1: 6,120 shares; 2026Q2: 6,120 shares 6,120 $286K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,556 shares; 2025Q4: 2,476 shares; 2026Q1: 2,609 shares; 2026Q2: 2,644 shares 2,644 $285K 0.02% +35 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: not reported; 2025Q4: not reported; 2026Q1: 796 shares; 2026Q2: 755 shares 755 $283K 0.01% -41 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,202 shares 1,202 $283K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares; 2026Q1: 2,000 shares; 2026Q2: 1,767 shares 1,767 $282K 0.01% -233 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,735 shares; 2025Q3: 2,701 shares; 2025Q4: 842 shares; 2026Q1: not reported; 2026Q2: 2,165 shares 2,165 $281K 0.01% new Timeline VCR 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: 595 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $279K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,695 shares; 2025Q3: 11,465 shares; 2025Q4: 21,286 shares; 2026Q1: 1,895 shares; 2026Q2: 1,750 shares 1,750 $278K 0.01% -145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,561 shares; 2026Q1: not reported; 2026Q2: 2,488 shares 2,488 $273K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,445 shares; 2026Q1: 4,575 shares; 2026Q2: 4,416 shares 4,416 $273K 0.01% -159 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares; 2026Q2: 900 shares 900 $272K 0.01% +90 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,083 shares; 2026Q2: 3,184 shares 3,184 $270K 0.01% +101 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 884 shares; 2025Q4: 931 shares; 2026Q1: 1,039 shares; 2026Q2: 691 shares 691 $269K 0.01% -348 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198 shares 198 $269K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: not reported; 2026Q1: 1,021 shares; 2026Q2: 1,125 shares 1,125 $268K 0.01% +104 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $267K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 947 shares 947 $266K 0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 929 shares; 2026Q1: 773 shares; 2026Q2: 773 shares 773 $264K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 1,958 shares; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $263K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 9,098 shares; 2026Q2: 9,826 shares 9,826 $262K 0.01% +728 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,151 shares; 2025Q2: 12,028 shares; 2025Q3: 12,028 shares; 2025Q4: 12,028 shares; 2026Q1: 6,967 shares; 2026Q2: 6,967 shares 6,967 $262K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,922 shares; 2026Q1: 4,284 shares; 2026Q2: 4,349 shares 4,349 $261K 0.01% +65 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,489 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,299 shares 2,299 $261K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470 shares 470 $259K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,294 shares; 2025Q4: not reported; 2026Q1: 8,583 shares; 2026Q2: 5,949 shares 5,949 $257K 0.01% -2,634 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 714 shares 714 $256K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $256K 0.01% 0 Timeline NVR NVR INC More: the full row for NVR 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: 37 shares 37 $252K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares; 2026Q1: 2,731 shares; 2026Q2: 2,731 shares 2,731 $250K 0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,445 shares 2,445 $250K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $250K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,234 shares; 2026Q1: not reported; 2026Q2: 2,186 shares 2,186 $250K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,832 shares 1,832 $249K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,115 shares; 2026Q2: 5,343 shares 5,343 $249K 0.01% +228 Timeline GDDY GODADDY INC More: the full row for GODADDY 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: 2,915 shares 2,915 $247K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,311 shares; 2025Q4: 1,296 shares; 2026Q1: 1,392 shares; 2026Q2: 1,688 shares 1,688 $247K 0.01% +296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 524 shares; 2026Q1: 713 shares; 2026Q2: 595 shares 595 $247K 0.01% -118 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,605 shares 2,605 $246K 0.01% new 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: not reported; 2026Q1: not reported; 2026Q2: 624 shares 624 $246K 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares 286 $245K 0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this 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: 2,440 shares 2,440 $245K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,127 shares; 2025Q4: not reported; 2026Q1: 10,593 shares; 2026Q2: 10,565 shares 10,565 $244K 0.01% -28 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS 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: 1,627 shares; 2026Q1: 1,481 shares; 2026Q2: 1,611 shares 1,611 $243K 0.01% +130 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $238K 0.01% 0 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: 3,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,990 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,210 shares; 2026Q2: 2,210 shares 2,210 $237K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this 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: 511 shares 511 $235K 0.01% new Timeline STE STERIS PLC More: the full row for STERIS 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: 901 shares; 2026Q1: not reported; 2026Q2: 1,108 shares 1,108 $234K 0.01% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 1,697 shares; 2026Q1: 1,831 shares; 2026Q2: 1,654 shares 1,654 $232K 0.01% -177 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,984 shares; 2026Q1: not reported; 2026Q2: 1,607 shares 1,607 $230K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,576 shares; 2026Q2: 1,567 shares 1,567 $229K 0.01% -9 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: 695 shares; 2025Q4: 710 shares; 2026Q1: 739 shares; 2026Q2: 774 shares 774 $228K 0.01% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 757 shares 757 $226K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,095 shares; 2025Q4: 2,914 shares; 2026Q1: not reported; 2026Q2: 3,015 shares 3,015 $225K 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 3,424 shares 3,424 $225K 0.01% new 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: 22,227 shares; 2024Q4: 14,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,266 shares 1,266 $222K 0.01% new Timeline PTC PTC INC More: the full row for PTC 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: 1,951 shares 1,951 $222K 0.01% new Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $219K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,255 shares 1,255 $218K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,058 shares 1,058 $218K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,070 shares; 2025Q3: 6,355 shares; 2025Q4: 7,034 shares; 2026Q1: 7,839 shares; 2026Q2: 5,100 shares 5,100 $218K 0.01% -2,739 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,584 shares; 2026Q2: 7,920 shares 7,920 $217K 0.01% +6,336 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,511 shares 2,511 $217K 0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,412 shares; 2026Q2: 4,412 shares 4,412 $217K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,993 shares; 2026Q1: not reported; 2026Q2: 2,004 shares 2,004 $217K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,611 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,412 shares 1,412 $215K 0.01% new 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: 2,986 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $212K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 769 shares; 2025Q4: not reported; 2026Q1: 1,297 shares; 2026Q2: 923 shares 923 $212K 0.01% -374 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares; 2026Q1: 454 shares; 2026Q2: 339 shares 339 $211K 0.01% -115 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 2,054 shares 2,054 $208K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $208K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,953 shares 2,953 $207K 0.01% 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: 3,148 shares; 2024Q4: not reported; 2025Q1: 15,027 shares; 2025Q2: 19,048 shares; 2025Q3: 11,822 shares; 2025Q4: 9,932 shares; 2026Q1: not reported; 2026Q2: 5,004 shares 5,004 $205K 0.01% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 5,029 shares; 2026Q1: 2,529 shares; 2026Q2: 2,529 shares 2,529 $205K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,210 shares; 2024Q4: 16,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 918 shares 918 $205K 0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 2,899 shares 2,899 $203K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,557 shares; 2026Q1: not reported; 2026Q2: 5,207 shares 5,207 $202K 0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT 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: 4,787 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,067 shares 2,067 $200K 0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,617 shares 10,617 $192K 0.01% new Timeline GFR GREENFIRE RES LTD NEW More: the full row for GREENFIRE RES LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,750 shares; 2025Q4: not reported; 2026Q1: 22,250 shares; 2026Q2: 33,750 shares 33,750 $191K 0.01% +11,500 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,736 shares 3,736 $189K 0.01% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,975 shares; 2025Q2: 10,975 shares; 2025Q3: 10,975 shares; 2025Q4: not reported; 2026Q1: 10,975 shares; 2026Q2: 12,975 shares 12,975 $189K 0.01% +2,000 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 11,179 shares; 2025Q4: not reported; 2026Q1: 11,929 shares; 2026Q2: 11,739 shares 11,739 $186K 0.01% -190 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,967 shares; 2026Q2: 1,567 shares 1,567 $182K 0.01% -400 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,915 shares; 2024Q4: 39,332 shares; 2025Q1: 60,065 shares; 2025Q2: not reported; 2025Q3: 4,562 shares; 2025Q4: 13,722 shares; 2026Q1: 2,192 shares; 2026Q2: 3,584 shares 3,584 $163K 0.01% +1,392 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 984 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $161K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $161K 0.01% 0 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: 116,643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,056 shares; 2026Q1: 1,854 shares; 2026Q2: 1,854 shares 1,854 $154K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 2,450 shares 2,450 $144K 0.01% -550 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: not reported; 2026Q2: 1,891 shares 1,891 $141K 0.01% new Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $140K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,193 shares 10,193 $137K 0.01% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,515 shares; 2026Q1: not reported; 2026Q2: 990 shares 990 $132K 0.01% new Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 457 shares 457 $130K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $129K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,334 shares; 2026Q2: 1,334 shares 1,334 $129K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,218 shares 1,218 $114K 0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares; 2026Q2: 1,107 shares 1,107 $97.3K 0.01% +724 Timeline MDYG 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: 762 shares; 2026Q2: 762 shares 762 $85.4K <0.01% 0 Timeline MGC 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: 300 shares; 2026Q2: 300 shares 300 $82.1K <0.01% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $82K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 514 shares 514 $79.5K <0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: not reported; 2026Q1: 968 shares; 2026Q2: 308 shares 308 $77.7K <0.01% -660 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares; 2026Q2: 2,018 shares 2,018 $69.7K <0.01% +1,855 Timeline COPX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $65.4K <0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,513 shares; 2026Q2: 1,513 shares 1,513 $63.1K <0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $62.4K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,090 shares 1,090 $55K <0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 500 shares 500 $52K <0.01% -250 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 954 shares; 2026Q2: 957 shares 957 $49.4K <0.01% +3 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares; 2026Q2: 1,112 shares 1,112 $49K <0.01% 0 Timeline VHT 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: 150 shares; 2026Q2: 150 shares 150 $44.9K <0.01% 0 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: 119 shares; 2026Q2: 119 shares 119 $42.9K <0.01% 0 Timeline VOX 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: 229 shares; 2026Q2: 229 shares 229 $42.1K <0.01% 0 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,900 shares 11,900 $41.4K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $37K <0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 673 shares; 2026Q2: 673 shares 673 $37K <0.01% 0 Timeline IYM 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: 206 shares; 2026Q2: 206 shares 206 $37K <0.01% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $34.7K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,402 shares; 2025Q4: 25,221 shares; 2026Q1: 330 shares; 2026Q2: 495 shares 495 $26.3K <0.01% +165 Timeline EWU 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: 512 shares 512 $23.6K <0.01% new Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $23.3K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $22.8K <0.01% 0 Timeline VDC 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: 100 shares; 2026Q2: 100 shares 100 $22.5K <0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 922 shares; 2026Q2: 598 shares 598 $22.3K <0.01% -324 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $21.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $18.8K <0.01% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $17.9K <0.01% 0 Timeline