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: 86,568 shares; 2024Q4: 84,824 shares; 2025Q1: 84,794 shares; 2025Q2: 84,794 shares; 2025Q3: 82,583 shares; 2025Q4: 86,796 shares; 2026Q1: 86,461 shares; 2026Q2: 80,749 shares 80,749 $29.9M 19.72% -5,712 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: 21,499 shares; 2024Q4: 21,499 shares; 2025Q1: 21,499 shares; 2025Q2: 21,499 shares; 2025Q3: 21,499 shares; 2025Q4: 21,499 shares; 2026Q1: 21,499 shares; 2026Q2: 21,499 shares 21,499 $11.2M 7.41% 0 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: 14,236 shares; 2024Q4: 13,671 shares; 2025Q1: 13,671 shares; 2025Q2: 13,671 shares; 2025Q3: 13,671 shares; 2025Q4: 13,671 shares; 2026Q1: 13,671 shares; 2026Q2: 13,651 shares 13,651 $10.2M 6.73% -20 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: 88,630 shares; 2024Q4: 88,630 shares; 2025Q1: 88,630 shares; 2025Q2: 88,630 shares; 2025Q3: 88,630 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,655 shares 88,655 $6.91M 4.56% new 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: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 9,100 shares 9,100 $3.22M 2.12% +4,400 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,418 shares; 2024Q4: 58,418 shares; 2025Q1: 58,418 shares; 2025Q2: 59,418 shares; 2025Q3: 59,418 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,418 shares 59,418 $3.11M 2.06% new 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: 9,465 shares; 2024Q4: 9,340 shares; 2025Q1: 9,280 shares; 2025Q2: 9,280 shares; 2025Q3: 9,045 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares; 2026Q2: 9,000 shares 9,000 $2.95M 1.94% +5,455 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,345 shares; 2024Q4: 16,220 shares; 2025Q1: 16,220 shares; 2025Q2: 16,220 shares; 2025Q3: 13,660 shares; 2025Q4: 6,745 shares; 2026Q1: 5,355 shares; 2026Q2: 4,605 shares 4,605 $2.26M 1.49% -750 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: 9,275 shares; 2024Q4: 8,585 shares; 2025Q1: 8,070 shares; 2025Q2: 8,670 shares; 2025Q3: 8,430 shares; 2025Q4: 5,510 shares; 2026Q1: 5,660 shares; 2026Q2: 8,560 shares 8,560 $2.11M 1.39% +2,900 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: 19,395 shares; 2024Q4: 18,770 shares; 2025Q1: 18,770 shares; 2025Q2: 18,770 shares; 2025Q3: 17,810 shares; 2025Q4: 17,600 shares; 2026Q1: 17,385 shares; 2026Q2: 15,725 shares 15,725 $1.85M 1.22% -1,660 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: 47,070 shares; 2024Q4: 47,070 shares; 2025Q1: 46,670 shares; 2025Q2: 52,020 shares; 2025Q3: 50,420 shares; 2025Q4: 39,830 shares; 2026Q1: 35,970 shares; 2026Q2: 49,645 shares 49,645 $1.69M 1.11% +13,675 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,170 shares; 2025Q2: 21,145 shares; 2025Q3: 19,135 shares; 2025Q4: 21,210 shares; 2026Q1: 21,610 shares; 2026Q2: 18,470 shares 18,470 $1.68M 1.11% -3,140 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: 19,595 shares; 2024Q4: 19,595 shares; 2025Q1: 19,595 shares; 2025Q2: 19,595 shares; 2025Q3: 19,570 shares; 2025Q4: 14,570 shares; 2026Q1: 14,570 shares; 2026Q2: 19,570 shares 19,570 $1.64M 1.08% +5,000 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: 22,275 shares; 2024Q4: 22,385 shares; 2025Q1: 30,385 shares; 2025Q2: 37,185 shares; 2025Q3: 39,660 shares; 2025Q4: 26,600 shares; 2026Q1: 23,800 shares; 2026Q2: 33,900 shares 33,900 $1.58M 1.04% +10,100 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: 3,600 shares; 2026Q2: 4,050 shares 4,050 $1.52M 1% +450 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: 25,190 shares; 2024Q4: 23,515 shares; 2025Q1: 21,330 shares; 2025Q2: 19,780 shares; 2025Q3: 17,720 shares; 2025Q4: 13,655 shares; 2026Q1: 10,356 shares; 2026Q2: 9,706 shares 9,706 $1.51M 0.99% -650 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,315 shares; 2024Q4: 11,315 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 10,190 shares; 2025Q4: 10,190 shares; 2026Q1: 10,490 shares; 2026Q2: 10,420 shares 10,420 $1.49M 0.98% -70 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,130 shares; 2024Q4: 18,130 shares; 2025Q1: 18,130 shares; 2025Q2: 18,255 shares; 2025Q3: 17,925 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,925 shares 17,925 $1.42M 0.93% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,785 shares; 2024Q4: 5,725 shares; 2025Q1: 5,710 shares; 2025Q2: 5,710 shares; 2025Q3: 9,325 shares; 2025Q4: 10,825 shares; 2026Q1: 11,095 shares; 2026Q2: 10,175 shares 10,175 $1.38M 0.91% -920 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $1.37M 0.91% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 17,000 shares; 2025Q4: 14,800 shares; 2026Q1: 15,430 shares; 2026Q2: 27,430 shares 27,430 $1.37M 0.9% +12,000 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: 25,655 shares; 2024Q4: 24,555 shares; 2025Q1: 24,555 shares; 2025Q2: 24,555 shares; 2025Q3: 22,895 shares; 2025Q4: 22,860 shares; 2026Q1: 22,015 shares; 2026Q2: 21,790 shares 21,790 $1.24M 0.82% -225 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: 4,080 shares; 2024Q4: 3,980 shares; 2025Q1: 3,980 shares; 2025Q2: 3,980 shares; 2025Q3: 3,825 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: 3,825 shares 3,825 $1.2M 0.79% +1,500 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: 11,943 shares; 2024Q4: 11,643 shares; 2025Q1: 9,378 shares; 2025Q2: 9,378 shares; 2025Q3: 9,033 shares; 2025Q4: 7,033 shares; 2026Q1: 6,933 shares; 2026Q2: 8,783 shares 8,783 $1.13M 0.74% +1,850 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,175 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 11,520 shares; 2026Q1: 11,910 shares; 2026Q2: 17,320 shares 17,320 $1.11M 0.73% +5,410 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,180 shares; 2024Q4: 85,830 shares; 2025Q1: 85,830 shares; 2025Q2: 79,530 shares; 2025Q3: 77,510 shares; 2025Q4: 83,810 shares; 2026Q1: 46,410 shares; 2026Q2: 46,410 shares 46,410 $1.07M 0.71% 0 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: 5,245 shares; 2025Q4: 5,245 shares; 2026Q1: 6,145 shares; 2026Q2: 6,955 shares 6,955 $1.05M 0.69% +810 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: 13,275 shares; 2025Q2: 13,275 shares; 2025Q3: 14,470 shares; 2025Q4: 13,220 shares; 2026Q1: 13,520 shares; 2026Q2: 17,030 shares 17,030 $1.05M 0.69% +3,510 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,730 shares; 2025Q4: 16,540 shares; 2026Q1: 17,065 shares; 2026Q2: 17,065 shares 17,065 $1.04M 0.69% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,265 shares; 2024Q4: 9,265 shares; 2025Q1: 5,265 shares; 2025Q2: 5,265 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,130 shares; 2026Q2: 5,130 shares 5,130 $1.01M 0.67% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,599 shares; 2025Q1: 1,575 shares; 2025Q2: 1,593 shares; 2025Q3: 1,542 shares; 2025Q4: 1,566 shares; 2026Q1: 1,516 shares; 2026Q2: 1,475 shares 1,475 $1.01M 0.67% -41 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 5,010 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,560 shares; 2025Q4: 4,425 shares; 2026Q1: 5,385 shares; 2026Q2: 5,295 shares 5,295 $934K 0.62% -90 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,815 shares; 2024Q4: 18,815 shares; 2025Q1: 18,815 shares; 2025Q2: 18,815 shares; 2025Q3: 18,815 shares; 2025Q4: 18,740 shares; 2026Q1: 18,740 shares; 2026Q2: 16,140 shares 16,140 $924K 0.61% -2,600 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,400 shares; 2025Q3: 6,400 shares; 2025Q4: 5,500 shares; 2026Q1: 3,140 shares; 2026Q2: 1,990 shares 1,990 $885K 0.58% -1,150 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: 2,085 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 4,939 shares; 2025Q3: 6,939 shares; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares; 2026Q2: 2,910 shares 2,910 $874K 0.58% 0 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: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 3,680 shares; 2026Q2: 3,680 shares 3,680 $874K 0.58% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 9,705 shares; 2026Q1: 11,135 shares; 2026Q2: 11,135 shares 11,135 $859K 0.57% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: 2,100 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,660 shares; 2026Q2: 2,140 shares 2,140 $850K 0.56% -520 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,860 shares; 2024Q4: 37,860 shares; 2025Q1: 37,860 shares; 2025Q2: 37,860 shares; 2025Q3: 37,860 shares; 2025Q4: 34,139 shares; 2026Q1: 15,606 shares; 2026Q2: 11,056 shares 11,056 $841K 0.56% -4,550 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,850 shares; 2026Q2: 3,250 shares 3,250 $832K 0.55% -600 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: not reported; 2026Q2: 11,300 shares 11,300 $829K 0.55% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,676 shares; 2024Q4: 10,500 shares; 2025Q1: 9,150 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 17,700 shares; 2026Q1: 26,930 shares; 2026Q2: 26,930 shares 26,930 $822K 0.54% 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: 3,280 shares; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares; 2025Q2: 3,160 shares; 2025Q3: 2,980 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares; 2026Q2: 2,920 shares 2,920 $821K 0.54% -115 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: 1,600 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $815K 0.54% 0 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: 9,600 shares; 2025Q3: 8,500 shares; 2025Q4: 6,900 shares; 2026Q1: 8,800 shares; 2026Q2: 2,725 shares 2,725 $812K 0.54% -6,075 Timeline ESTC ELASTIC N V More: the full row for ELASTIC 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: 3,200 shares; 2026Q1: 11,575 shares; 2026Q2: 14,100 shares 14,100 $804K 0.53% +2,525 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: 4,300 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 5,670 shares; 2026Q2: 6,975 shares 6,975 $803K 0.53% +1,305 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 3,450 shares; 2026Q2: 2,750 shares 2,750 $796K 0.53% -700 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 6,600 shares; 2026Q1: 10,950 shares; 2026Q2: 10,950 shares 10,950 $793K 0.52% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,766 shares; 2026Q1: 2,880 shares; 2026Q2: 2,280 shares 2,280 $788K 0.52% -600 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,350 shares; 2026Q2: 8,630 shares 8,630 $779K 0.51% +2,280 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 3,700 shares; 2026Q1: 10,650 shares; 2026Q2: 10,650 shares 10,650 $771K 0.51% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 6,900 shares; 2026Q1: 10,660 shares; 2026Q2: 9,010 shares 9,010 $762K 0.5% -1,650 Timeline IEX IDEX CORP More: the full row for IDEX 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: 1,300 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $760K 0.5% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,000 shares; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 39,300 shares; 2025Q3: 33,700 shares; 2025Q4: 29,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,500 shares 30,500 $757K 0.5% +500 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT 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: 24,500 shares; 2026Q1: 21,940 shares; 2026Q2: 15,840 shares 15,840 $756K 0.5% -6,100 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,050 shares; 2026Q2: 5,050 shares 5,050 $734K 0.48% -2,000 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares; 2026Q1: 10,600 shares; 2026Q2: 6,700 shares 6,700 $733K 0.48% -3,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,070 shares; 2026Q2: 2,045 shares 2,045 $731K 0.48% -25 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 3,700 shares; 2026Q1: 9,290 shares; 2026Q2: 9,290 shares 9,290 $723K 0.48% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 9,600 shares; 2026Q1: 10,000 shares; 2026Q2: 8,500 shares 8,500 $716K 0.47% -1,500 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,240 shares; 2026Q2: 5,900 shares 5,900 $706K 0.47% +2,660 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,345 shares; 2026Q2: 1,855 shares 1,855 $692K 0.46% +510 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 1,000 shares; 2025Q4: 1,350 shares; 2026Q1: 2,460 shares; 2026Q2: 3,770 shares 3,770 $688K 0.45% +1,310 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,660 shares; 2026Q2: 8,660 shares 8,660 $682K 0.45% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,460 shares; 2026Q2: 1,260 shares 1,260 $679K 0.45% -200 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,000 shares; 2026Q1: 57,800 shares; 2026Q2: 69,400 shares 69,400 $672K 0.44% +11,600 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,880 shares; 2026Q2: 1,880 shares 1,880 $667K 0.44% 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: not reported; 2025Q4: 1,300 shares; 2026Q1: 3,450 shares; 2026Q2: 4,200 shares 4,200 $666K 0.44% +750 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,700 shares; 2025Q3: 8,100 shares; 2025Q4: 10,000 shares; 2026Q1: 8,600 shares; 2026Q2: 8,300 shares 8,300 $656K 0.43% -300 Timeline BDC BELDEN INC More: the full row for BELDEN 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: 5,410 shares; 2026Q2: 5,460 shares 5,460 $655K 0.43% +50 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: 6,345 shares; 2024Q4: 5,980 shares; 2025Q1: 5,730 shares; 2025Q2: 5,655 shares; 2025Q3: 5,160 shares; 2025Q4: 4,860 shares; 2026Q1: 4,780 shares; 2026Q2: 4,780 shares 4,780 $654K 0.43% 0 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: 6,785 shares; 2024Q4: 6,785 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 4,600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,600 shares 4,600 $644K 0.42% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,550 shares; 2026Q2: 6,340 shares 6,340 $641K 0.42% +2,790 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: 6,200 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 17,450 shares; 2026Q2: 17,450 shares 17,450 $631K 0.42% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,405 shares; 2026Q2: 2,405 shares 2,405 $629K 0.41% 0 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,820 shares 14,820 $622K 0.41% new Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING 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: 10,700 shares; 2026Q2: 14,350 shares 14,350 $617K 0.41% +3,650 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 4,380 shares; 2026Q2: 4,380 shares 4,380 $598K 0.39% 0 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: 5,275 shares; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares; 2026Q1: 4,595 shares; 2026Q2: 4,595 shares 4,595 $582K 0.38% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,300 shares; 2026Q1: 10,150 shares; 2026Q2: 10,150 shares 10,150 $581K 0.38% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,730 shares; 2025Q4: 4,715 shares; 2026Q1: 2,065 shares; 2026Q2: 2,065 shares 2,065 $578K 0.38% 0 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: 4,830 shares; 2024Q4: 2,205 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,100 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares; 2026Q2: 1,955 shares 1,955 $568K 0.37% -30 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 12,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares; 2026Q1: 11,700 shares; 2026Q2: 12,020 shares 12,020 $567K 0.37% +320 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $564K 0.37% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,725 shares 4,725 $559K 0.37% new 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: 1,370 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,275 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,305 shares 1,305 $542K 0.36% -20 Timeline VIOG 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: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $537K 0.35% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,305 shares 2,305 $529K 0.35% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $520K 0.34% new Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 3,670 shares 3,670 $518K 0.34% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 9,450 shares 9,450 $514K 0.34% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,740 shares 1,740 $509K 0.34% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,775 shares 9,775 $500K 0.33% new Timeline VUSB 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $498K 0.33% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,435 shares 8,435 $491K 0.32% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,770 shares; 2025Q4: 4,390 shares; 2026Q1: 6,680 shares; 2026Q2: 6,680 shares 6,680 $480K 0.32% 0 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: 1,635 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,320 shares; 2025Q3: 1,235 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 815 shares 815 $415K 0.27% +280 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: 4,505 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 1,955 shares; 2025Q3: 1,805 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $377K 0.25% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $366K 0.24% new 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: not reported; 2025Q4: not reported; 2026Q1: 2,935 shares; 2026Q2: 2,935 shares 2,935 $359K 0.24% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,800 shares; 2026Q2: 31,800 shares 31,800 $338K 0.22% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: 6,300 shares 6,300 $329K 0.22% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,695 shares; 2024Q4: 8,645 shares; 2025Q1: 8,645 shares; 2025Q2: 6,955 shares; 2025Q3: 6,455 shares; 2025Q4: 6,240 shares; 2026Q1: 4,205 shares; 2026Q2: 4,030 shares 4,030 $315K 0.21% -175 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 10,100 shares; 2026Q2: 10,100 shares 10,100 $305K 0.2% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 7,300 shares; 2026Q1: 7,660 shares; 2026Q2: 3,830 shares 3,830 $301K 0.2% -3,830 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $290K 0.19% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 586 shares 586 $269K 0.18% 0 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: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $248K 0.16% 0 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: not reported; 2026Q2: 625 shares 625 $242K 0.16% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $218K 0.14% 0 Timeline