IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478,499 shares; 2024Q4: 452,941 shares; 2025Q1: 440,540 shares; 2025Q2: 409,110 shares; 2025Q3: 361,933 shares; 2025Q4: 349,945 shares; 2026Q1: 325,789 shares; 2026Q2: 320,486 shares 320,486 $44.1M 4.99% -5,303 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: 792,722 shares; 2024Q4: 773,486 shares; 2025Q1: 735,984 shares; 2025Q2: 710,783 shares; 2025Q3: 710,683 shares; 2025Q4: 682,464 shares; 2026Q1: 690,209 shares; 2026Q2: 667,988 shares 667,988 $38.9M 4.4% -22,221 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: 391,782 shares; 2024Q4: 383,089 shares; 2025Q1: 400,115 shares; 2025Q2: 381,603 shares; 2025Q3: 390,860 shares; 2025Q4: 407,772 shares; 2026Q1: 432,018 shares; 2026Q2: 458,713 shares 458,713 $36.3M 4.11% +26,695 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: 32,678 shares; 2024Q4: 32,013 shares; 2025Q1: 36,882 shares; 2025Q2: 35,914 shares; 2025Q3: 36,562 shares; 2025Q4: 36,225 shares; 2026Q1: 37,106 shares; 2026Q2: 43,073 shares 43,073 $29.6M 3.35% +5,967 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: 192,384 shares; 2024Q4: 180,202 shares; 2025Q1: 172,333 shares; 2025Q2: 163,617 shares; 2025Q3: 148,596 shares; 2025Q4: 138,396 shares; 2026Q1: 135,177 shares; 2026Q2: 125,735 shares 125,735 $28.5M 3.23% -9,442 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: 117,676 shares; 2024Q4: 110,286 shares; 2025Q1: 103,458 shares; 2025Q2: 101,541 shares; 2025Q3: 98,774 shares; 2025Q4: 92,806 shares; 2026Q1: 89,825 shares; 2026Q2: 89,375 shares 89,375 $25.9M 2.93% -450 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,491 shares; 2024Q4: 315,662 shares; 2025Q1: 328,060 shares; 2025Q2: 309,551 shares; 2025Q3: 311,761 shares; 2025Q4: 291,325 shares; 2026Q1: 295,340 shares; 2026Q2: 304,808 shares 304,808 $25.2M 2.85% +9,468 Timeline VGIT 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: 425,202 shares; 2024Q4: 404,765 shares; 2025Q1: 395,902 shares; 2025Q2: 374,141 shares; 2025Q3: 374,989 shares; 2025Q4: 350,111 shares; 2026Q1: 382,976 shares; 2026Q2: 421,015 shares 421,015 $24.8M 2.81% +38,039 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: 91,081 shares; 2024Q4: 92,253 shares; 2025Q1: 116,325 shares; 2025Q2: 123,141 shares; 2025Q3: 123,764 shares; 2025Q4: 123,625 shares; 2026Q1: 162,313 shares; 2026Q2: 193,162 shares 193,162 $23M 2.6% +30,849 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,451 shares; 2024Q4: 289,573 shares; 2025Q1: 306,531 shares; 2025Q2: 302,295 shares; 2025Q3: 313,758 shares; 2025Q4: 301,112 shares; 2026Q1: 303,396 shares; 2026Q2: 351,475 shares 351,475 $21.4M 2.42% +48,079 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: 215,833 shares; 2024Q4: 195,919 shares; 2025Q1: 203,479 shares; 2025Q2: 203,549 shares; 2025Q3: 233,013 shares; 2025Q4: 235,415 shares; 2026Q1: 233,810 shares; 2026Q2: 272,328 shares 272,328 $19.4M 2.2% +38,518 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: 58,776 shares; 2024Q4: 56,403 shares; 2025Q1: 55,186 shares; 2025Q2: 50,931 shares; 2025Q3: 50,896 shares; 2025Q4: 48,814 shares; 2026Q1: 47,908 shares; 2026Q2: 49,181 shares 49,181 $18.3M 2.08% +1,273 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: 209,607 shares; 2024Q4: 186,094 shares; 2025Q1: 174,179 shares; 2025Q2: 166,209 shares; 2025Q3: 157,952 shares; 2025Q4: 153,648 shares; 2026Q1: 151,611 shares; 2026Q2: 150,402 shares 150,402 $17.7M 2% -1,209 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: 195,294 shares; 2024Q4: 208,051 shares; 2025Q1: 249,113 shares; 2025Q2: 253,503 shares; 2025Q3: 270,166 shares; 2025Q4: 276,082 shares; 2026Q1: 321,798 shares; 2026Q2: 344,888 shares 344,888 $16.1M 1.83% +23,090 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: 47,744 shares; 2024Q4: 45,936 shares; 2025Q1: 45,136 shares; 2025Q2: 44,781 shares; 2025Q3: 44,432 shares; 2025Q4: 42,885 shares; 2026Q1: 41,635 shares; 2026Q2: 42,521 shares 42,521 $15.2M 1.72% +886 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: 159,739 shares; 2024Q4: 136,893 shares; 2025Q1: 119,904 shares; 2025Q2: 111,954 shares; 2025Q3: 104,196 shares; 2025Q4: 99,470 shares; 2026Q1: 94,959 shares; 2026Q2: 93,660 shares 93,660 $13.8M 1.57% -1,299 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: 36,844 shares; 2024Q4: 36,076 shares; 2025Q1: 35,106 shares; 2025Q2: 34,773 shares; 2025Q3: 34,047 shares; 2025Q4: 33,430 shares; 2026Q1: 32,936 shares; 2026Q2: 33,485 shares 33,485 $12.6M 1.43% +549 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,013 shares; 2024Q4: 209,553 shares; 2025Q1: 280,285 shares; 2025Q2: 281,341 shares; 2025Q3: 329,064 shares; 2025Q4: 346,838 shares; 2026Q1: 387,115 shares; 2026Q2: 329,792 shares 329,792 $10.7M 1.22% -57,323 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: 70,929 shares; 2024Q4: 66,814 shares; 2025Q1: 70,106 shares; 2025Q2: 77,194 shares; 2025Q3: 79,458 shares; 2025Q4: 83,295 shares; 2026Q1: 85,346 shares; 2026Q2: 82,232 shares 82,232 $10.6M 1.2% -3,114 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: 135,781 shares; 2024Q4: 116,003 shares; 2025Q1: 121,439 shares; 2025Q2: 120,742 shares; 2025Q3: 123,433 shares; 2025Q4: 118,047 shares; 2026Q1: 106,004 shares; 2026Q2: 101,154 shares 101,154 $10.5M 1.19% -4,850 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: 38,131 shares; 2024Q4: 35,086 shares; 2025Q1: 30,885 shares; 2025Q2: 29,012 shares; 2025Q3: 28,433 shares; 2025Q4: 27,609 shares; 2026Q1: 28,228 shares; 2026Q2: 28,248 shares 28,248 $10.4M 1.18% +20 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: 169,437 shares; 2024Q4: 156,802 shares; 2025Q1: 139,237 shares; 2025Q2: 134,801 shares; 2025Q3: 137,691 shares; 2025Q4: 136,139 shares; 2026Q1: 135,454 shares; 2026Q2: 134,922 shares 134,922 $9.71M 1.1% -532 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: 173,911 shares; 2024Q4: 163,393 shares; 2025Q1: 158,790 shares; 2025Q2: 157,497 shares; 2025Q3: 159,572 shares; 2025Q4: 160,542 shares; 2026Q1: 163,607 shares; 2026Q2: 164,395 shares 164,395 $9.47M 1.07% +788 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: 207,698 shares; 2024Q4: 195,897 shares; 2025Q1: 188,197 shares; 2025Q2: 188,123 shares; 2025Q3: 188,173 shares; 2025Q4: 184,028 shares; 2026Q1: 187,020 shares; 2026Q2: 186,047 shares 186,047 $9.27M 1.05% -973 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: 48,197 shares; 2024Q4: 45,738 shares; 2025Q1: 43,482 shares; 2025Q2: 42,641 shares; 2025Q3: 41,747 shares; 2025Q4: 39,556 shares; 2026Q1: 38,934 shares; 2026Q2: 36,351 shares 36,351 $9.23M 1.05% -2,583 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213,447 shares 213,447 $8.82M 1% new 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: 105,923 shares; 2024Q4: 87,202 shares; 2025Q1: 98,029 shares; 2025Q2: 97,079 shares; 2025Q3: 106,581 shares; 2025Q4: 108,819 shares; 2026Q1: 113,089 shares; 2026Q2: 130,197 shares 130,197 $7.77M 0.88% +17,108 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: 34,410 shares; 2024Q4: 29,997 shares; 2025Q1: 19,895 shares; 2025Q2: 17,807 shares; 2025Q3: 32,089 shares; 2025Q4: 38,629 shares; 2026Q1: 46,183 shares; 2026Q2: 45,395 shares 45,395 $7.52M 0.85% -788 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: 27,372 shares; 2024Q4: 25,760 shares; 2025Q1: 24,440 shares; 2025Q2: 24,319 shares; 2025Q3: 24,284 shares; 2025Q4: 23,682 shares; 2026Q1: 23,565 shares; 2026Q2: 22,859 shares 22,859 $7.48M 0.85% -706 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: 247,104 shares; 2024Q4: 226,162 shares; 2025Q1: 218,784 shares; 2025Q2: 214,427 shares; 2025Q3: 213,680 shares; 2025Q4: 197,095 shares; 2026Q1: 195,209 shares; 2026Q2: 173,925 shares 173,925 $7.36M 0.83% -21,284 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,277 shares; 2026Q1: 91,962 shares; 2026Q2: 96,305 shares 96,305 $7.17M 0.81% +4,343 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: 309,885 shares; 2024Q4: 268,813 shares; 2025Q1: 274,405 shares; 2025Q2: 297,765 shares; 2025Q3: 305,099 shares; 2025Q4: 278,287 shares; 2026Q1: 287,695 shares; 2026Q2: 289,830 shares 289,830 $6.98M 0.79% +2,135 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: 66,808 shares; 2024Q4: 65,037 shares; 2025Q1: 66,517 shares; 2025Q2: 66,794 shares; 2025Q3: 66,963 shares; 2025Q4: 63,525 shares; 2026Q1: 61,218 shares; 2026Q2: 60,105 shares 60,105 $6.92M 0.78% -1,113 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: 27,614 shares; 2024Q4: 27,981 shares; 2025Q1: 28,289 shares; 2025Q2: 28,561 shares; 2025Q3: 28,981 shares; 2025Q4: 28,500 shares; 2026Q1: 28,317 shares; 2026Q2: 28,703 shares 28,703 $6.84M 0.78% +386 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: 81,852 shares; 2024Q4: 73,655 shares; 2025Q1: 60,678 shares; 2025Q2: 58,929 shares; 2025Q3: 57,511 shares; 2025Q4: 56,231 shares; 2026Q1: 56,394 shares; 2026Q2: 56,469 shares 56,469 $6.59M 0.75% +75 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: 576,871 shares; 2024Q4: 551,317 shares; 2025Q1: 525,299 shares; 2025Q2: 484,610 shares; 2025Q3: 454,117 shares; 2025Q4: 414,075 shares; 2026Q1: 349,165 shares; 2026Q2: 313,389 shares 313,389 $6.49M 0.74% -35,776 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: 20,607 shares; 2024Q4: 19,460 shares; 2025Q1: 19,817 shares; 2025Q2: 21,004 shares; 2025Q3: 26,543 shares; 2025Q4: 25,739 shares; 2026Q1: 26,067 shares; 2026Q2: 21,547 shares 21,547 $6.42M 0.73% -4,520 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,891 shares; 2025Q3: 57,453 shares; 2025Q4: 65,328 shares; 2026Q1: 73,892 shares; 2026Q2: 86,248 shares 86,248 $6.23M 0.71% +12,356 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: 27,087 shares; 2024Q4: 28,560 shares; 2025Q1: 29,232 shares; 2025Q2: 30,081 shares; 2025Q3: 30,684 shares; 2025Q4: 29,108 shares; 2026Q1: 29,131 shares; 2026Q2: 30,791 shares 30,791 $6.16M 0.7% +1,660 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: 11,658 shares; 2024Q4: 10,294 shares; 2025Q1: 10,120 shares; 2025Q2: 9,931 shares; 2025Q3: 8,798 shares; 2025Q4: 8,628 shares; 2026Q1: 8,273 shares; 2026Q2: 8,164 shares 8,164 $6.11M 0.69% -109 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: 460,895 shares; 2024Q4: 447,070 shares; 2025Q1: 427,696 shares; 2025Q2: 387,618 shares; 2025Q3: 297,643 shares; 2025Q4: 252,074 shares; 2026Q1: 198,734 shares; 2026Q2: 187,553 shares 187,553 $6M 0.68% -11,181 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: 274,433 shares; 2024Q4: 284,777 shares; 2025Q1: 365,523 shares; 2025Q2: 394,997 shares; 2025Q3: 476,405 shares; 2025Q4: 477,998 shares; 2026Q1: 481,092 shares; 2026Q2: 425,860 shares 425,860 $5.92M 0.67% -55,232 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459,216 shares; 2024Q4: 507,800 shares; 2025Q1: 608,578 shares; 2025Q2: 612,614 shares; 2025Q3: 630,152 shares; 2025Q4: 585,263 shares; 2026Q1: 609,188 shares; 2026Q2: 524,119 shares 524,119 $5.89M 0.67% -85,069 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: 17,686 shares; 2025Q4: 74,232 shares; 2026Q1: 88,451 shares; 2026Q2: 96,080 shares 96,080 $5.8M 0.66% +7,629 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,911 shares; 2025Q2: 22,987 shares; 2025Q3: 28,785 shares; 2025Q4: 29,936 shares; 2026Q1: 31,260 shares; 2026Q2: 31,882 shares 31,882 $5.59M 0.63% +622 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,688 shares; 2024Q4: 13,403 shares; 2025Q1: 12,012 shares; 2025Q2: 10,733 shares; 2025Q3: 13,636 shares; 2025Q4: 15,207 shares; 2026Q1: 16,402 shares; 2026Q2: 16,941 shares 16,941 $5.39M 0.61% +539 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: 25,153 shares; 2024Q4: 23,138 shares; 2025Q1: 25,931 shares; 2025Q2: 33,476 shares; 2025Q3: 40,854 shares; 2025Q4: 43,331 shares; 2026Q1: 44,758 shares; 2026Q2: 41,062 shares 41,062 $5.36M 0.61% -3,696 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: 32,651 shares; 2024Q4: 30,791 shares; 2025Q1: 31,293 shares; 2025Q2: 33,425 shares; 2025Q3: 33,450 shares; 2025Q4: 33,155 shares; 2026Q1: 33,816 shares; 2026Q2: 28,178 shares 28,178 $5.21M 0.59% -5,638 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,509 shares; 2024Q4: 110,391 shares; 2025Q1: 108,058 shares; 2025Q2: 106,450 shares; 2025Q3: 110,156 shares; 2025Q4: 106,844 shares; 2026Q1: 107,041 shares; 2026Q2: 106,633 shares 106,633 $5.03M 0.57% -408 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST 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: 96,344 shares; 2026Q1: 111,894 shares; 2026Q2: 108,564 shares 108,564 $4.98M 0.56% -3,330 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: 45,697 shares; 2024Q4: 44,602 shares; 2025Q1: 43,127 shares; 2025Q2: 35,539 shares; 2025Q3: 38,027 shares; 2025Q4: 31,956 shares; 2026Q1: 31,089 shares; 2026Q2: 31,911 shares 31,911 $4.86M 0.55% +822 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: 62,121 shares; 2024Q4: 69,851 shares; 2025Q1: 90,770 shares; 2025Q2: 90,292 shares; 2025Q3: 56,008 shares; 2025Q4: 42,948 shares; 2026Q1: 34,143 shares; 2026Q2: 31,941 shares 31,941 $4.47M 0.51% -2,202 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,127 shares; 2024Q4: 15,957 shares; 2025Q1: 16,736 shares; 2025Q2: 17,023 shares; 2025Q3: 17,092 shares; 2025Q4: 16,520 shares; 2026Q1: 18,612 shares; 2026Q2: 193,024 shares 193,024 $4.46M 0.51% +174,412 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: 27,442 shares; 2024Q4: 26,148 shares; 2025Q1: 27,702 shares; 2025Q2: 29,365 shares; 2025Q3: 37,375 shares; 2025Q4: 37,490 shares; 2026Q1: 37,712 shares; 2026Q2: 38,970 shares 38,970 $4.43M 0.5% +1,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176,848 shares 176,848 $4.34M 0.49% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,419 shares; 2024Q4: 30,308 shares; 2025Q1: 29,360 shares; 2025Q2: 28,606 shares; 2025Q3: 26,698 shares; 2025Q4: 25,271 shares; 2026Q1: 24,419 shares; 2026Q2: 24,159 shares 24,159 $4.31M 0.49% -260 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,986 shares; 2025Q4: 93,870 shares; 2026Q1: 183,971 shares; 2026Q2: 199,520 shares 199,520 $4.27M 0.48% +15,549 Timeline SCHA 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: 44,785 shares; 2024Q4: 78,383 shares; 2025Q1: 94,434 shares; 2025Q2: 94,480 shares; 2025Q3: 102,381 shares; 2025Q4: 97,500 shares; 2026Q1: 97,894 shares; 2026Q2: 116,210 shares 116,210 $4.2M 0.48% +18,316 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: 44,867 shares; 2024Q4: 38,548 shares; 2025Q1: 37,093 shares; 2025Q2: 35,560 shares; 2025Q3: 32,313 shares; 2025Q4: 31,226 shares; 2026Q1: 30,588 shares; 2026Q2: 29,847 shares 29,847 $4.08M 0.46% -741 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: 16,721 shares; 2026Q1: 29,376 shares; 2026Q2: 32,815 shares 32,815 $3.94M 0.45% +3,439 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324,913 shares; 2024Q4: 286,847 shares; 2025Q1: 229,350 shares; 2025Q2: 211,319 shares; 2025Q3: 188,955 shares; 2025Q4: 119,271 shares; 2026Q1: 69,811 shares; 2026Q2: 66,030 shares 66,030 $3.93M 0.45% -3,781 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,388 shares; 2024Q4: 483,107 shares; 2025Q1: 571,876 shares; 2025Q2: 574,651 shares; 2025Q3: 552,660 shares; 2025Q4: 485,748 shares; 2026Q1: 471,116 shares; 2026Q2: 499,965 shares 499,965 $3.85M 0.44% +28,849 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: 1,476 shares; 2024Q4: 1,557 shares; 2025Q1: 1,552 shares; 2025Q2: 1,527 shares; 2025Q3: 1,536 shares; 2025Q4: 1,455 shares; 2026Q1: 1,404 shares; 2026Q2: 12,641 shares 12,641 $3.81M 0.43% +11,237 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: 3,538 shares; 2024Q4: 3,501 shares; 2025Q1: 3,366 shares; 2025Q2: 3,366 shares; 2025Q3: 3,251 shares; 2025Q4: 3,195 shares; 2026Q1: 3,175 shares; 2026Q2: 3,175 shares 3,175 $3.81M 0.43% 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: 21,279 shares; 2025Q4: 39,734 shares; 2026Q1: 54,008 shares; 2026Q2: 60,912 shares 60,912 $3.77M 0.43% +6,904 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: 153,409 shares; 2024Q4: 134,832 shares; 2025Q1: 138,453 shares; 2025Q2: 135,497 shares; 2025Q3: 161,346 shares; 2025Q4: 200,646 shares; 2026Q1: 270,174 shares; 2026Q2: 276,178 shares 276,178 $3.72M 0.42% +6,004 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: 12,011 shares; 2024Q4: 11,929 shares; 2025Q1: 11,744 shares; 2025Q2: 11,744 shares; 2025Q3: 11,744 shares; 2025Q4: 22,992 shares; 2026Q1: 18,934 shares; 2026Q2: 18,929 shares 18,929 $3.61M 0.41% -5 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: 12,755 shares; 2024Q4: 26,273 shares; 2025Q1: 24,801 shares; 2025Q2: 27,188 shares; 2025Q3: 59,598 shares; 2025Q4: 65,793 shares; 2026Q1: 30,732 shares; 2026Q2: 38,809 shares 38,809 $3.56M 0.4% +8,077 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: 45,549 shares; 2024Q4: 40,565 shares; 2025Q1: 39,123 shares; 2025Q2: 39,130 shares; 2025Q3: 37,893 shares; 2025Q4: 35,377 shares; 2026Q1: 34,400 shares; 2026Q2: 33,744 shares 33,744 $3.51M 0.4% -656 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,336 shares; 2024Q4: 5,333 shares; 2025Q1: 5,511 shares; 2025Q2: 5,511 shares; 2025Q3: 5,506 shares; 2025Q4: 4,740 shares; 2026Q1: 4,633 shares; 2026Q2: 4,632 shares 4,632 $3.46M 0.39% -1 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: 122,290 shares; 2024Q4: 115,375 shares; 2025Q1: 106,580 shares; 2025Q2: 104,984 shares; 2025Q3: 58,972 shares; 2025Q4: 43,015 shares; 2026Q1: 30,996 shares; 2026Q2: 28,856 shares 28,856 $3.39M 0.38% -2,140 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 5,798 shares; 2026Q1: 12,772 shares; 2026Q2: 21,642 shares 21,642 $3.38M 0.38% +8,870 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: 16,012 shares; 2024Q4: 14,378 shares; 2025Q1: 12,604 shares; 2025Q2: 12,242 shares; 2025Q3: 11,305 shares; 2025Q4: 10,570 shares; 2026Q1: 10,091 shares; 2026Q2: 6,550 shares 6,550 $3.34M 0.38% -3,541 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,662 shares; 2024Q4: 11,658 shares; 2025Q1: 11,418 shares; 2025Q2: 10,333 shares; 2025Q3: 8,353 shares; 2025Q4: 8,308 shares; 2026Q1: 8,262 shares; 2026Q2: 8,262 shares 8,262 $3.25M 0.37% 0 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: 25,625 shares; 2024Q4: 25,586 shares; 2025Q1: 22,356 shares; 2025Q2: 22,224 shares; 2025Q3: 22,224 shares; 2025Q4: 22,224 shares; 2026Q1: 22,224 shares; 2026Q2: 22,141 shares 22,141 $3.25M 0.37% -83 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: 11,256 shares; 2024Q4: 10,744 shares; 2025Q1: 10,158 shares; 2025Q2: 9,846 shares; 2025Q3: 9,361 shares; 2025Q4: 8,583 shares; 2026Q1: 8,037 shares; 2026Q2: 7,750 shares 7,750 $3.22M 0.36% -287 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,925 shares; 2024Q4: 22,590 shares; 2025Q1: 23,210 shares; 2025Q2: 26,688 shares; 2025Q3: 19,868 shares; 2025Q4: 33,043 shares; 2026Q1: 64,993 shares; 2026Q2: 62,527 shares 62,527 $3.16M 0.36% -2,466 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: 5,758 shares; 2024Q4: 5,758 shares; 2025Q1: 5,398 shares; 2025Q2: 5,318 shares; 2025Q3: 4,895 shares; 2025Q4: 4,895 shares; 2026Q1: 4,895 shares; 2026Q2: 4,825 shares 4,825 $2.8M 0.32% -70 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: 20,124 shares; 2024Q4: 19,156 shares; 2025Q1: 16,659 shares; 2025Q2: 16,202 shares; 2025Q3: 16,202 shares; 2025Q4: 16,065 shares; 2026Q1: 15,065 shares; 2026Q2: 15,065 shares 15,065 $2.73M 0.31% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 2,611 shares; 2025Q3: 4,028 shares; 2025Q4: 4,126 shares; 2026Q1: 5,801 shares; 2026Q2: 6,931 shares 6,931 $2.54M 0.29% +1,130 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: not reported; 2025Q4: 10,005 shares; 2026Q1: 34,987 shares; 2026Q2: 71,993 shares 71,993 $2.51M 0.28% +37,006 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: 8,518 shares; 2024Q4: 8,440 shares; 2025Q1: 8,395 shares; 2025Q2: 8,334 shares; 2025Q3: 8,328 shares; 2025Q4: 8,328 shares; 2026Q1: 8,328 shares; 2026Q2: 8,307 shares 8,307 $2.5M 0.28% -21 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $2.44M 0.28% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,826 shares; 2024Q4: 5,018 shares; 2025Q1: 4,449 shares; 2025Q2: 4,430 shares; 2025Q3: 4,574 shares; 2025Q4: 5,884 shares; 2026Q1: 6,393 shares; 2026Q2: 7,926 shares 7,926 $2.43M 0.28% +1,533 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: 3,581 shares; 2024Q4: 3,556 shares; 2025Q1: 3,541 shares; 2025Q2: 3,541 shares; 2025Q3: 3,531 shares; 2025Q4: 3,407 shares; 2026Q1: 3,402 shares; 2026Q2: 3,397 shares 3,397 $2.39M 0.27% -5 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,804 shares; 2024Q4: 34,745 shares; 2025Q1: 31,153 shares; 2025Q2: 30,857 shares; 2025Q3: 31,062 shares; 2025Q4: 30,854 shares; 2026Q1: 32,156 shares; 2026Q2: 31,335 shares 31,335 $2.38M 0.27% -821 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: 6,699 shares; 2026Q1: 8,432 shares; 2026Q2: 7,838 shares 7,838 $2.33M 0.26% -594 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,581 shares 44,581 $2.31M 0.26% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,646 shares; 2024Q4: 215,130 shares; 2025Q1: 258,189 shares; 2025Q2: 238,103 shares; 2025Q3: 212,028 shares; 2025Q4: 101,176 shares; 2026Q1: 63,055 shares; 2026Q2: 49,911 shares 49,911 $2.29M 0.26% -13,144 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,316 shares; 2024Q4: 40,124 shares; 2025Q1: 49,297 shares; 2025Q2: 54,022 shares; 2025Q3: 63,149 shares; 2025Q4: 48,303 shares; 2026Q1: 50,242 shares; 2026Q2: 51,633 shares 51,633 $2.19M 0.25% +1,391 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: 39,060 shares; 2024Q4: 38,873 shares; 2025Q1: 38,955 shares; 2025Q2: 38,889 shares; 2025Q3: 27,727 shares; 2025Q4: 27,153 shares; 2026Q1: 27,153 shares; 2026Q2: 26,979 shares 26,979 $2.08M 0.24% -174 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 85,140 shares 85,140 $2.02M 0.23% new 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: 13,201 shares; 2024Q4: 5,497 shares; 2025Q1: 4,619 shares; 2025Q2: 4,518 shares; 2025Q3: 4,429 shares; 2025Q4: 4,170 shares; 2026Q1: 4,017 shares; 2026Q2: 16,055 shares 16,055 $1.99M 0.23% +12,038 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: 3,011 shares; 2024Q4: 3,036 shares; 2025Q1: 3,281 shares; 2025Q2: 3,342 shares; 2025Q3: 3,414 shares; 2025Q4: 3,424 shares; 2026Q1: 3,346 shares; 2026Q2: 3,444 shares 3,444 $1.94M 0.22% +98 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,579 shares; 2024Q4: 6,509 shares; 2025Q1: 11,979 shares; 2025Q2: 12,332 shares; 2025Q3: 13,593 shares; 2025Q4: 12,843 shares; 2026Q1: 11,621 shares; 2026Q2: 12,584 shares 12,584 $1.93M 0.22% +963 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: 631 shares; 2024Q4: 610 shares; 2025Q1: 667 shares; 2025Q2: 713 shares; 2025Q3: 1,061 shares; 2025Q4: 1,059 shares; 2026Q1: 1,008 shares; 2026Q2: 963 shares 963 $1.92M 0.22% -45 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,563 shares 4,563 $1.9M 0.22% new Timeline VOE 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: 7,702 shares; 2024Q4: 7,956 shares; 2025Q1: 7,978 shares; 2025Q2: 7,954 shares; 2025Q3: 7,910 shares; 2025Q4: 7,726 shares; 2026Q1: 7,809 shares; 2026Q2: 8,700 shares 8,700 $1.72M 0.19% +891 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: 11,844 shares; 2024Q4: 11,844 shares; 2025Q1: 11,844 shares; 2025Q2: 11,844 shares; 2025Q3: 11,844 shares; 2025Q4: 11,844 shares; 2026Q1: 11,844 shares; 2026Q2: 11,844 shares 11,844 $1.71M 0.19% 0 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: 2,512 shares; 2024Q4: 2,920 shares; 2025Q1: 3,024 shares; 2025Q2: 3,382 shares; 2025Q3: 3,879 shares; 2025Q4: 3,619 shares; 2026Q1: 3,411 shares; 2026Q2: 3,584 shares 3,584 $1.71M 0.19% +173 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: 5,536 shares; 2024Q4: 5,255 shares; 2025Q1: 5,471 shares; 2025Q2: 5,480 shares; 2025Q3: 5,293 shares; 2025Q4: 5,301 shares; 2026Q1: 5,200 shares; 2026Q2: 4,983 shares 4,983 $1.71M 0.19% -217 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,548 shares; 2024Q4: 5,110 shares; 2025Q1: 4,980 shares; 2025Q2: 4,770 shares; 2025Q3: 4,255 shares; 2025Q4: 4,166 shares; 2026Q1: 4,214 shares; 2026Q2: 4,640 shares 4,640 $1.7M 0.19% +426 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,884 shares; 2024Q4: 7,105 shares; 2025Q1: 7,236 shares; 2025Q2: 7,038 shares; 2025Q3: 6,565 shares; 2025Q4: 6,301 shares; 2026Q1: 6,216 shares; 2026Q2: 6,927 shares 6,927 $1.68M 0.19% +711 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: 27,694 shares; 2024Q4: 25,530 shares; 2025Q1: 21,727 shares; 2025Q2: 21,279 shares; 2025Q3: 21,092 shares; 2025Q4: 12,922 shares; 2026Q1: 12,349 shares; 2026Q2: 11,913 shares 11,913 $1.63M 0.18% -436 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,766 shares; 2024Q4: 16,766 shares; 2025Q1: 16,723 shares; 2025Q2: 16,723 shares; 2025Q3: 16,723 shares; 2025Q4: 16,723 shares; 2026Q1: 16,723 shares; 2026Q2: 16,723 shares 16,723 $1.61M 0.18% 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: 12,506 shares; 2024Q4: 12,055 shares; 2025Q1: 11,000 shares; 2025Q2: 10,088 shares; 2025Q3: 8,988 shares; 2025Q4: 8,824 shares; 2026Q1: 9,590 shares; 2026Q2: 9,590 shares 9,590 $1.52M 0.17% 0 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: 2,587 shares; 2024Q4: 5,074 shares; 2025Q1: 4,295 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,295 shares; 2026Q1: 4,150 shares; 2026Q2: 4,150 shares 4,150 $1.42M 0.16% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,578 shares; 2024Q4: 13,423 shares; 2025Q1: 8,617 shares; 2025Q2: 7,994 shares; 2025Q3: 7,309 shares; 2025Q4: 7,209 shares; 2026Q1: 6,545 shares; 2026Q2: 5,928 shares 5,928 $1.38M 0.16% -617 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: 21,910 shares; 2024Q4: 19,592 shares; 2025Q1: 17,795 shares; 2025Q2: 18,026 shares; 2025Q3: 18,162 shares; 2025Q4: 17,647 shares; 2026Q1: 17,284 shares; 2026Q2: 16,719 shares 16,719 $1.38M 0.16% -565 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: 6,167 shares; 2024Q4: 5,955 shares; 2025Q1: 5,855 shares; 2025Q2: 5,855 shares; 2025Q3: 5,742 shares; 2025Q4: 4,044 shares; 2026Q1: 3,984 shares; 2026Q2: 3,876 shares 3,876 $1.37M 0.15% -108 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: 14,385 shares; 2024Q4: 14,207 shares; 2025Q1: 14,481 shares; 2025Q2: 14,815 shares; 2025Q3: 14,608 shares; 2025Q4: 14,636 shares; 2026Q1: 14,475 shares; 2026Q2: 15,029 shares 15,029 $1.33M 0.15% +554 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,152 shares; 2026Q2: 1,152 shares 1,152 $1.33M 0.15% 0 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: 1,477 shares; 2024Q4: 1,517 shares; 2025Q1: 1,413 shares; 2025Q2: 1,365 shares; 2025Q3: 1,370 shares; 2025Q4: 1,347 shares; 2026Q1: 1,360 shares; 2026Q2: 1,411 shares 1,411 $1.32M 0.15% +51 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: 22,755 shares; 2024Q4: 22,755 shares; 2025Q1: 17,000 shares; 2025Q2: 16,450 shares; 2025Q3: 16,450 shares; 2025Q4: 15,910 shares; 2026Q1: 15,910 shares; 2026Q2: 15,910 shares 15,910 $1.25M 0.14% 0 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: 10,041 shares; 2024Q4: 9,479 shares; 2025Q1: 5,489 shares; 2025Q2: 5,489 shares; 2025Q3: 5,054 shares; 2025Q4: 4,926 shares; 2026Q1: 4,797 shares; 2026Q2: 4,760 shares 4,760 $1.2M 0.14% -37 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: 11,338 shares; 2024Q4: 11,533 shares; 2025Q1: 11,211 shares; 2025Q2: 11,240 shares; 2025Q3: 7,816 shares; 2025Q4: 7,921 shares; 2026Q1: 7,871 shares; 2026Q2: 7,871 shares 7,871 $1.17M 0.13% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,399 shares; 2024Q4: 44,013 shares; 2025Q1: 52,520 shares; 2025Q2: 55,982 shares; 2025Q3: 59,036 shares; 2025Q4: 50,382 shares; 2026Q1: 54,899 shares; 2026Q2: 19,349 shares 19,349 $1.11M 0.13% -35,550 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: 23,662 shares; 2024Q4: 18,280 shares; 2025Q1: 12,530 shares; 2025Q2: 12,347 shares; 2025Q3: 10,030 shares; 2025Q4: 9,537 shares; 2026Q1: 9,064 shares; 2026Q2: 8,458 shares 8,458 $1.1M 0.12% -606 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: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares; 2026Q2: 12,600 shares 12,600 $1.05M 0.12% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.03M 0.12% 0 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: 13,022 shares; 2024Q4: 12,797 shares; 2025Q1: 12,183 shares; 2025Q2: 11,853 shares; 2025Q3: 11,563 shares; 2025Q4: 11,253 shares; 2026Q1: 10,518 shares; 2026Q2: 10,518 shares 10,518 $1.01M 0.11% 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: 16,790 shares; 2024Q4: 6,139 shares; 2025Q1: 4,785 shares; 2025Q2: 4,786 shares; 2025Q3: 4,547 shares; 2025Q4: 4,240 shares; 2026Q1: 4,165 shares; 2026Q2: 4,138 shares 4,138 $1M 0.11% -27 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: 7,887 shares; 2024Q4: 7,663 shares; 2025Q1: 7,744 shares; 2025Q2: 7,780 shares; 2025Q3: 7,905 shares; 2025Q4: 7,872 shares; 2026Q1: 6,951 shares; 2026Q2: 7,272 shares 7,272 $995K 0.11% +321 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: 151,202 shares; 2024Q4: 143,354 shares; 2025Q1: 137,236 shares; 2025Q2: 127,042 shares; 2025Q3: 80,894 shares; 2025Q4: 42,749 shares; 2026Q1: 22,769 shares; 2026Q2: 17,890 shares 17,890 $993K 0.11% -4,879 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,878 shares; 2024Q4: 14,878 shares; 2025Q1: 14,878 shares; 2025Q2: 14,878 shares; 2025Q3: 14,878 shares; 2025Q4: 14,878 shares; 2026Q1: 14,878 shares; 2026Q2: 14,878 shares 14,878 $989K 0.11% 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: 11,761 shares; 2026Q1: 13,178 shares; 2026Q2: 14,066 shares 14,066 $986K 0.11% +888 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: 8,075 shares; 2024Q4: 7,975 shares; 2025Q1: 6,890 shares; 2025Q2: 6,890 shares; 2025Q3: 6,590 shares; 2025Q4: 6,511 shares; 2026Q1: 6,511 shares; 2026Q2: 6,490 shares 6,490 $951K 0.11% -21 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: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $951K 0.11% 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: 4,743 shares; 2024Q4: 4,743 shares; 2025Q1: 4,148 shares; 2025Q2: 4,148 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares; 2026Q1: 4,148 shares; 2026Q2: 3,938 shares 3,938 $904K 0.1% -210 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: 9,477 shares; 2024Q4: 9,445 shares; 2025Q1: 9,128 shares; 2025Q2: 9,130 shares; 2025Q3: 9,012 shares; 2025Q4: 3,549 shares; 2026Q1: 3,550 shares; 2026Q2: 3,152 shares 3,152 $857K 0.1% -398 Timeline VTWO 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: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,873 shares; 2026Q1: 6,873 shares; 2026Q2: 6,873 shares 6,873 $835K 0.09% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,371 shares; 2024Q4: 14,371 shares; 2025Q1: 14,371 shares; 2025Q2: 14,371 shares; 2025Q3: 14,371 shares; 2025Q4: 14,371 shares; 2026Q1: 14,371 shares; 2026Q2: 14,371 shares 14,371 $831K 0.09% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,686 shares; 2024Q4: 1,631 shares; 2025Q1: 1,637 shares; 2025Q2: 1,653 shares; 2025Q3: 1,657 shares; 2025Q4: 1,609 shares; 2026Q1: 1,586 shares; 2026Q2: 1,644 shares 1,644 $824K 0.09% +58 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,603 shares; 2026Q2: 17,129 shares 17,129 $821K 0.09% +2,526 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: 5,184 shares; 2024Q4: 5,184 shares; 2025Q1: 5,191 shares; 2025Q2: 5,467 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 4,995 shares; 2026Q2: 4,995 shares 4,995 $821K 0.09% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares 2,240 $791K 0.09% 0 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: 55,197 shares; 2024Q4: 19,879 shares; 2025Q1: 16,629 shares; 2025Q2: 16,894 shares; 2025Q3: 17,496 shares; 2025Q4: 15,009 shares; 2026Q1: 5,675 shares; 2026Q2: 5,494 shares 5,494 $767K 0.09% -181 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: 118,224 shares; 2024Q4: 110,863 shares; 2025Q1: 111,889 shares; 2025Q2: 111,433 shares; 2025Q3: 110,606 shares; 2025Q4: 83,129 shares; 2026Q1: 25,507 shares; 2026Q2: 11,219 shares 11,219 $766K 0.09% -14,288 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,863 shares; 2024Q4: 8,807 shares; 2025Q1: 6,134 shares; 2025Q2: 5,843 shares; 2025Q3: 5,490 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares; 2026Q2: 4,690 shares 4,690 $759K 0.09% 0 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.08% 0 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: 6,563 shares; 2024Q4: 6,558 shares; 2025Q1: 6,626 shares; 2025Q2: 6,626 shares; 2025Q3: 6,618 shares; 2025Q4: 6,614 shares; 2026Q1: 6,740 shares; 2026Q2: 6,581 shares 6,581 $745K 0.08% -159 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,220 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares; 2026Q2: 3,070 shares 3,070 $745K 0.08% 0 Timeline IWV 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: 1,714 shares; 2026Q1: 1,731 shares; 2026Q2: 1,731 shares 1,731 $738K 0.08% 0 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: 6,286 shares; 2024Q4: 6,286 shares; 2025Q1: 5,961 shares; 2025Q2: 5,716 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares; 2026Q1: 5,632 shares; 2026Q2: 5,449 shares 5,449 $738K 0.08% -183 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,228 shares; 2026Q1: 5,420 shares; 2026Q2: 5,936 shares 5,936 $730K 0.08% +516 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 768 shares; 2026Q2: 6,044 shares 6,044 $722K 0.08% +5,276 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 3,204 shares 3,204 $718K 0.08% +2,104 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,382 shares; 2024Q4: 10,505 shares; 2025Q1: 20,490 shares; 2025Q2: 21,844 shares; 2025Q3: 27,870 shares; 2025Q4: 27,789 shares; 2026Q1: 29,412 shares; 2026Q2: 20,141 shares 20,141 $716K 0.08% -9,271 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: 2,884 shares; 2024Q4: 2,659 shares; 2025Q1: 2,576 shares; 2025Q2: 2,533 shares; 2025Q3: 2,500 shares; 2025Q4: 2,412 shares; 2026Q1: 2,226 shares; 2026Q2: 5,432 shares 5,432 $705K 0.08% +3,206 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,213 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $685K 0.08% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,560 shares 22,560 $645K 0.07% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,932 shares; 2025Q1: 2,478 shares; 2025Q2: 2,496 shares; 2025Q3: 2,535 shares; 2025Q4: 2,490 shares; 2026Q1: 2,483 shares; 2026Q2: 2,284 shares 2,284 $639K 0.07% -199 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,137 shares; 2024Q4: 13,764 shares; 2025Q1: 15,040 shares; 2025Q2: 14,828 shares; 2025Q3: 17,350 shares; 2025Q4: 39,479 shares; 2026Q1: 13,614 shares; 2026Q2: 11,607 shares 11,607 $611K 0.07% -2,007 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: 6,969 shares; 2024Q4: 5,899 shares; 2025Q1: 5,917 shares; 2025Q2: 5,772 shares; 2025Q3: 3,654 shares; 2025Q4: 3,481 shares; 2026Q1: 2,932 shares; 2026Q2: 2,932 shares 2,932 $588K 0.07% 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: 11,612 shares 11,612 $585K 0.07% new 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: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,632 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares; 2026Q2: 1,457 shares 1,457 $579K 0.07% 0 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: 1,707 shares; 2024Q4: 1,612 shares; 2025Q1: 1,666 shares; 2025Q2: 1,982 shares; 2025Q3: 2,041 shares; 2025Q4: 1,988 shares; 2026Q1: 1,877 shares; 2026Q2: 3,037 shares 3,037 $578K 0.07% +1,160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 1,687 shares; 2026Q1: 1,628 shares; 2026Q2: 1,692 shares 1,692 $577K 0.07% +64 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: 10,162 shares; 2024Q4: 10,007 shares; 2025Q1: 10,578 shares; 2025Q2: 11,809 shares; 2025Q3: 12,328 shares; 2025Q4: 12,237 shares; 2026Q1: 12,072 shares; 2026Q2: 12,372 shares 12,372 $575K 0.07% +300 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: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares; 2026Q1: 3,970 shares; 2026Q2: 3,892 shares 3,892 $557K 0.06% -78 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,580 shares; 2024Q4: 33,580 shares; 2025Q1: 32,197 shares; 2025Q2: 32,197 shares; 2025Q3: 32,197 shares; 2025Q4: 31,078 shares; 2026Q1: 31,078 shares; 2026Q2: 31,078 shares 31,078 $556K 0.06% 0 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: 7,775 shares; 2024Q4: 7,775 shares; 2025Q1: 7,240 shares; 2025Q2: 7,198 shares; 2025Q3: 6,407 shares; 2025Q4: 6,151 shares; 2026Q1: 6,151 shares; 2026Q2: 6,086 shares 6,086 $552K 0.06% -65 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,924 shares; 2026Q2: 21,622 shares 21,622 $550K 0.06% -302 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: 658 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 679 shares; 2025Q4: 618 shares; 2026Q1: 604 shares; 2026Q2: 566 shares 566 $544K 0.06% -38 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: 1,394 shares; 2026Q2: 1,603 shares 1,603 $537K 0.06% +209 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: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,815 shares 1,815 $532K 0.06% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,395 shares; 2024Q4: 5,181 shares; 2025Q1: 5,938 shares; 2025Q2: 6,075 shares; 2025Q3: 5,852 shares; 2025Q4: 5,845 shares; 2026Q1: 4,248 shares; 2026Q2: 3,883 shares 3,883 $524K 0.06% -365 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 3,729 shares; 2026Q1: 4,318 shares; 2026Q2: 4,628 shares 4,628 $518K 0.06% +310 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: 577 shares; 2025Q3: 577 shares; 2025Q4: not reported; 2026Q1: 282 shares; 2026Q2: 434 shares 434 $510K 0.06% +152 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: 3,025 shares; 2024Q4: 2,800 shares; 2025Q1: 3,115 shares; 2025Q2: 3,122 shares; 2025Q3: 3,198 shares; 2025Q4: 3,234 shares; 2026Q1: 2,929 shares; 2026Q2: 3,236 shares 3,236 $507K 0.06% +307 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,154 shares; 2024Q4: 23,517 shares; 2025Q1: 24,334 shares; 2025Q2: 24,560 shares; 2025Q3: 25,088 shares; 2025Q4: 24,287 shares; 2026Q1: 21,008 shares; 2026Q2: 23,339 shares 23,339 $491K 0.06% +2,331 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: 748 shares; 2024Q4: 760 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 966 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $483K 0.05% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,006 shares; 2025Q1: 40,469 shares; 2025Q2: 43,955 shares; 2025Q3: 37,643 shares; 2025Q4: 20,272 shares; 2026Q1: 16,633 shares; 2026Q2: 5,797 shares 5,797 $458K 0.05% -10,836 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,454 shares; 2026Q2: 1,626 shares 1,626 $457K 0.05% +172 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $438K 0.05% 0 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,547 shares; 2024Q4: 6,581 shares; 2025Q1: 6,617 shares; 2025Q2: 6,656 shares; 2025Q3: 6,694 shares; 2025Q4: 6,730 shares; 2026Q1: 6,772 shares; 2026Q2: 6,813 shares 6,813 $430K 0.05% +41 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares 2,440 $430K 0.05% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 2,578 shares; 2025Q1: 2,658 shares; 2025Q2: 2,714 shares; 2025Q3: 2,734 shares; 2025Q4: 2,664 shares; 2026Q1: 2,293 shares; 2026Q2: 2,419 shares 2,419 $429K 0.05% +126 Timeline VRP 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: 25,667 shares; 2024Q4: 25,191 shares; 2025Q1: 18,606 shares; 2025Q2: 18,625 shares; 2025Q3: 17,455 shares; 2025Q4: 17,492 shares; 2026Q1: 17,511 shares; 2026Q2: 17,528 shares 17,528 $426K 0.05% +17 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 3,355 shares; 2025Q1: 3,793 shares; 2025Q2: 3,777 shares; 2025Q3: 3,777 shares; 2025Q4: 3,691 shares; 2026Q1: 3,162 shares; 2026Q2: 2,620 shares 2,620 $416K 0.05% -542 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: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $408K 0.05% 0 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: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 2,337 shares; 2025Q2: 2,337 shares; 2025Q3: 2,337 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $406K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,140 shares 3,140 $391K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,167 shares; 2024Q4: 7,872 shares; 2025Q1: 7,763 shares; 2025Q2: 7,898 shares; 2025Q3: 8,326 shares; 2025Q4: 4,235 shares; 2026Q1: 4,205 shares; 2026Q2: 3,748 shares 3,748 $390K 0.04% -457 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL 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: not reported; 2026Q1: not reported; 2026Q2: 3,811 shares 3,811 $384K 0.04% new Timeline SUB 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: 1,971 shares; 2025Q1: 3,157 shares; 2025Q2: 3,710 shares; 2025Q3: 2,880 shares; 2025Q4: not reported; 2026Q1: 3,631 shares; 2026Q2: 3,530 shares 3,530 $376K 0.04% -101 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: 2,661 shares 2,661 $376K 0.04% new Timeline SHM 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: 29,393 shares; 2024Q4: 21,763 shares; 2025Q1: 18,796 shares; 2025Q2: 15,001 shares; 2025Q3: 10,957 shares; 2025Q4: 10,957 shares; 2026Q1: 10,957 shares; 2026Q2: 7,776 shares 7,776 $373K 0.04% -3,181 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: 8,665 shares; 2024Q4: 7,915 shares; 2025Q1: 5,237 shares; 2025Q2: 4,944 shares; 2025Q3: 4,360 shares; 2025Q4: 7,236 shares; 2026Q1: 6,836 shares; 2026Q2: 6,836 shares 6,836 $363K 0.04% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,203 shares; 2024Q4: 34,203 shares; 2025Q1: 34,203 shares; 2025Q2: 34,203 shares; 2025Q3: 34,203 shares; 2025Q4: 26,100 shares; 2026Q1: 26,100 shares; 2026Q2: 26,100 shares 26,100 $360K 0.04% 0 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: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $349K 0.04% 0 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: 9,414 shares; 2024Q4: 8,134 shares; 2025Q1: 6,169 shares; 2025Q2: 9,669 shares; 2025Q3: 9,077 shares; 2025Q4: 6,019 shares; 2026Q1: 6,019 shares; 2026Q2: 6,098 shares 6,098 $347K 0.04% +79 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: 1,072 shares; 2025Q4: 1,063 shares; 2026Q1: 984 shares; 2026Q2: 1,019 shares 1,019 $338K 0.04% +35 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,292 shares; 2025Q1: 23,919 shares; 2025Q2: 28,322 shares; 2025Q3: 30,607 shares; 2025Q4: 28,611 shares; 2026Q1: 21,900 shares; 2026Q2: 14,172 shares 14,172 $335K 0.04% -7,728 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: 3,028 shares; 2024Q4: 3,028 shares; 2025Q1: 3,028 shares; 2025Q2: 3,028 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 3,028 shares; 2026Q2: 3,028 shares 3,028 $334K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,817 shares; 2024Q4: 4,124 shares; 2025Q1: 2,295 shares; 2025Q2: 2,295 shares; 2025Q3: 2,103 shares; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares; 2026Q2: 1,598 shares 1,598 $334K 0.04% 0 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: 12,227 shares; 2024Q4: 12,227 shares; 2025Q1: 12,227 shares; 2025Q2: 12,227 shares; 2025Q3: 6,949 shares; 2025Q4: 6,949 shares; 2026Q1: 6,014 shares; 2026Q2: 6,014 shares 6,014 $322K 0.04% 0 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: 5,061 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,515 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $321K 0.04% 0 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: 551 shares; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 390 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $314K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $289K 0.03% 0 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: 599 shares; 2024Q4: 599 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $286K 0.03% 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: 1,566 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,399 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,235 shares 1,235 $273K 0.03% -5 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: 9,716 shares; 2024Q4: 9,716 shares; 2025Q1: 7,918 shares; 2025Q2: 7,109 shares; 2025Q3: 6,109 shares; 2025Q4: 5,487 shares; 2026Q1: 5,487 shares; 2026Q2: 5,487 shares 5,487 $270K 0.03% 0 Timeline PFXF 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: 16,684 shares; 2024Q4: 16,684 shares; 2025Q1: 16,018 shares; 2025Q2: 16,018 shares; 2025Q3: 16,018 shares; 2025Q4: 16,018 shares; 2026Q1: 14,890 shares; 2026Q2: 14,890 shares 14,890 $266K 0.03% 0 Timeline VIOO 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: 4,327 shares; 2024Q4: 3,232 shares; 2025Q1: 3,085 shares; 2025Q2: 3,290 shares; 2025Q3: 3,063 shares; 2025Q4: 3,247 shares; 2026Q1: 2,508 shares; 2026Q2: 1,912 shares 1,912 $263K 0.03% -596 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,645 shares; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares 1,585 $261K 0.03% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,592 shares; 2024Q4: 70,776 shares; 2025Q1: 69,539 shares; 2025Q2: 69,267 shares; 2025Q3: 69,349 shares; 2025Q4: 47,581 shares; 2026Q1: 5,085 shares; 2026Q2: 3,429 shares 3,429 $260K 0.03% -1,656 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: 4,995 shares; 2024Q4: 4,995 shares; 2025Q1: 2,926 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 5,286 shares; 2026Q1: 5,286 shares; 2026Q2: 5,286 shares 5,286 $240K 0.03% 0 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: 4,305 shares; 2025Q1: 2,543 shares; 2025Q2: 2,274 shares; 2025Q3: 1,706 shares; 2025Q4: 1,806 shares; 2026Q1: 1,836 shares; 2026Q2: 1,836 shares 1,836 $214K 0.02% 0 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: 1,433 shares; 2024Q4: 1,278 shares; 2025Q1: 1,278 shares; 2025Q2: 1,278 shares; 2025Q3: 1,215 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 976 shares 976 $213K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,320 shares 4,320 $205K 0.02% new Timeline