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: 88,068 shares; 2024Q4: 89,105 shares; 2025Q1: 87,348 shares; 2025Q2: 90,176 shares; 2025Q3: 82,119 shares; 2025Q4: 85,011 shares; 2026Q1: 91,667 shares; 2026Q2: 94,181 shares 94,181 $64.7M 12.16% +2,514 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,242 shares; 2024Q4: 94,386 shares; 2025Q1: 97,487 shares; 2025Q2: 96,690 shares; 2025Q3: 95,047 shares; 2025Q4: 97,022 shares; 2026Q1: 100,163 shares; 2026Q2: 110,885 shares 110,885 $33.6M 6.32% +10,722 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: 159,780 shares; 2024Q4: 156,190 shares; 2025Q1: 160,540 shares; 2025Q2: 145,912 shares; 2025Q3: 144,559 shares; 2025Q4: 144,207 shares; 2026Q1: 152,799 shares; 2026Q2: 161,098 shares 161,098 $32.2M 6.06% +8,299 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: 59,302 shares; 2024Q4: 59,924 shares; 2025Q1: 70,906 shares; 2025Q2: 74,767 shares; 2025Q3: 74,650 shares; 2025Q4: 66,830 shares; 2026Q1: 70,587 shares; 2026Q2: 76,117 shares 76,117 $22M 4.14% +5,530 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: 47,448 shares; 2024Q4: 46,509 shares; 2025Q1: 47,115 shares; 2025Q2: 46,495 shares; 2025Q3: 46,145 shares; 2025Q4: 46,781 shares; 2026Q1: 47,767 shares; 2026Q2: 49,464 shares 49,464 $17.5M 3.28% +1,697 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,168 shares; 2024Q4: 15,858 shares; 2025Q1: 22,004 shares; 2025Q2: 22,358 shares; 2025Q3: 22,578 shares; 2025Q4: 23,037 shares; 2026Q1: 26,892 shares; 2026Q2: 31,783 shares 31,783 $11.9M 2.23% +4,891 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: 28,233 shares; 2024Q4: 27,583 shares; 2025Q1: 27,726 shares; 2025Q2: 27,436 shares; 2025Q3: 27,085 shares; 2025Q4: 26,799 shares; 2026Q1: 26,997 shares; 2026Q2: 27,738 shares 27,738 $10.5M 1.97% +741 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: 16,695 shares; 2024Q4: 16,706 shares; 2025Q1: 16,795 shares; 2025Q2: 16,430 shares; 2025Q3: 16,865 shares; 2025Q4: 16,515 shares; 2026Q1: 16,951 shares; 2026Q2: 17,553 shares 17,553 $8.78M 1.65% +602 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,292 shares; 2025Q1: 10,669 shares; 2025Q2: 9,882 shares; 2025Q3: 13,133 shares; 2025Q4: 16,399 shares; 2026Q1: 16,701 shares; 2026Q2: 17,299 shares 17,299 $7.5M 1.41% +598 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: 10,195 shares; 2024Q4: 9,720 shares; 2025Q1: 12,083 shares; 2025Q2: 10,751 shares; 2025Q3: 11,130 shares; 2025Q4: 12,348 shares; 2026Q1: 12,408 shares; 2026Q2: 12,753 shares 12,753 $7.18M 1.35% +345 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: 34,596 shares; 2024Q4: 34,134 shares; 2025Q1: 38,662 shares; 2025Q2: 37,740 shares; 2025Q3: 37,306 shares; 2025Q4: 40,273 shares; 2026Q1: 39,663 shares; 2026Q2: 39,383 shares 39,383 $7.18M 1.35% -280 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,530 shares; 2025Q2: 5,417 shares; 2025Q3: 5,326 shares; 2025Q4: 5,537 shares; 2026Q1: 5,646 shares; 2026Q2: 6,125 shares 6,125 $7.07M 1.33% +479 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: 50,085 shares; 2024Q4: 51,577 shares; 2025Q1: 56,589 shares; 2025Q2: 55,076 shares; 2025Q3: 54,778 shares; 2025Q4: 54,748 shares; 2026Q1: 54,982 shares; 2026Q2: 55,459 shares 55,459 $6.51M 1.22% +477 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,663 shares; 2024Q4: 39,583 shares; 2025Q1: 48,836 shares; 2025Q2: 42,242 shares; 2025Q3: 46,291 shares; 2025Q4: 48,366 shares; 2026Q1: 49,292 shares; 2026Q2: 47,005 shares 47,005 $6.33M 1.19% -2,287 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: 16,338 shares; 2024Q4: 16,966 shares; 2025Q1: 23,624 shares; 2025Q2: 24,304 shares; 2025Q3: 24,473 shares; 2025Q4: 20,244 shares; 2026Q1: 20,247 shares; 2026Q2: 25,740 shares 25,740 $6.13M 1.15% +5,493 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: 59,114 shares; 2024Q4: 62,372 shares; 2025Q1: 65,856 shares; 2025Q2: 67,109 shares; 2025Q3: 68,206 shares; 2025Q4: 70,718 shares; 2026Q1: 71,784 shares; 2026Q2: 72,912 shares 72,912 $6.11M 1.15% +1,128 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,158 shares; 2024Q4: 8,111 shares; 2025Q1: 8,087 shares; 2025Q2: 8,068 shares; 2025Q3: 7,954 shares; 2025Q4: 7,879 shares; 2026Q1: 7,949 shares; 2026Q2: 7,708 shares 7,708 $5.83M 1.1% -241 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: 51,209 shares; 2024Q4: 47,568 shares; 2025Q1: 45,604 shares; 2025Q2: 43,553 shares; 2025Q3: 41,751 shares; 2025Q4: 38,566 shares; 2026Q1: 37,306 shares; 2026Q2: 36,553 shares 36,553 $5.8M 1.09% -753 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: 15,560 shares; 2024Q4: 17,242 shares; 2025Q1: 21,669 shares; 2025Q2: 21,999 shares; 2025Q3: 22,092 shares; 2025Q4: 22,061 shares; 2026Q1: 21,506 shares; 2026Q2: 21,776 shares 21,776 $5.53M 1.04% +270 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: 17,361 shares; 2024Q4: 17,430 shares; 2025Q1: 18,068 shares; 2025Q2: 17,993 shares; 2025Q3: 17,933 shares; 2025Q4: 17,862 shares; 2026Q1: 17,618 shares; 2026Q2: 16,776 shares 16,776 $5.49M 1.03% -842 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: 575 shares; 2025Q3: 1,442 shares; 2025Q4: 1,818 shares; 2026Q1: 1,825 shares; 2026Q2: 18,113 shares 18,113 $5.46M 1.03% +16,288 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: 64,023 shares; 2024Q4: 63,779 shares; 2025Q1: 70,140 shares; 2025Q2: 71,641 shares; 2025Q3: 72,816 shares; 2025Q4: 73,547 shares; 2026Q1: 73,310 shares; 2026Q2: 71,650 shares 71,650 $5.23M 0.98% -1,660 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,704 shares; 2024Q4: 66,743 shares; 2025Q1: 66,538 shares; 2025Q2: 67,439 shares; 2025Q3: 67,222 shares; 2025Q4: 67,207 shares; 2026Q1: 68,045 shares; 2026Q2: 67,066 shares 67,066 $4.99M 0.94% -979 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,078 shares; 2024Q4: 4,932 shares; 2025Q1: 4,367 shares; 2025Q2: 3,548 shares; 2025Q3: 4,947 shares; 2025Q4: 3,598 shares; 2026Q1: 3,629 shares; 2026Q2: 4,014 shares 4,014 $4.81M 0.9% +385 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,633 shares; 2025Q2: 5,829 shares; 2025Q3: 5,994 shares; 2025Q4: 5,965 shares; 2026Q1: 5,977 shares; 2026Q2: 6,308 shares 6,308 $4.56M 0.86% +331 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: 12,532 shares; 2024Q4: not reported; 2025Q1: 16,578 shares; 2025Q2: 16,613 shares; 2025Q3: 16,852 shares; 2025Q4: 11,014 shares; 2026Q1: 10,549 shares; 2026Q2: 12,697 shares 12,697 $4.54M 0.85% +2,148 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: 47,374 shares; 2024Q4: 47,722 shares; 2025Q1: 51,290 shares; 2025Q2: 53,147 shares; 2025Q3: 52,809 shares; 2025Q4: 50,523 shares; 2026Q1: not reported; 2026Q2: 50,751 shares 50,751 $4.19M 0.79% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,633 shares; 2024Q4: 32,972 shares; 2025Q1: 33,652 shares; 2025Q2: 33,548 shares; 2025Q3: 33,603 shares; 2025Q4: 33,616 shares; 2026Q1: 34,998 shares; 2026Q2: 36,283 shares 36,283 $4.11M 0.77% +1,285 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,994 shares; 2025Q2: 48,059 shares; 2025Q3: 48,059 shares; 2025Q4: 48,059 shares; 2026Q1: 48,059 shares; 2026Q2: 48,059 shares 48,059 $4.11M 0.77% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,161 shares; 2025Q1: 7,419 shares; 2025Q2: 7,729 shares; 2025Q3: 7,676 shares; 2025Q4: 7,971 shares; 2026Q1: 8,113 shares; 2026Q2: 9,642 shares 9,642 $4.06M 0.76% +1,529 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: 16,857 shares; 2024Q4: 18,084 shares; 2025Q1: 16,615 shares; 2025Q2: 16,460 shares; 2025Q3: 15,961 shares; 2025Q4: 15,961 shares; 2026Q1: 16,684 shares; 2026Q2: 16,294 shares 16,294 $3.96M 0.74% -390 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 703 shares; 2024Q4: 700 shares; 2025Q1: 717 shares; 2025Q2: 794 shares; 2025Q3: 799 shares; 2025Q4: 892 shares; 2026Q1: 898 shares; 2026Q2: 20,619 shares 20,619 $3.68M 0.69% +19,721 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,713 shares; 2024Q4: 12,711 shares; 2025Q1: 12,045 shares; 2025Q2: 11,801 shares; 2025Q3: 11,569 shares; 2025Q4: 11,569 shares; 2026Q1: 11,560 shares; 2026Q2: 11,891 shares 11,891 $3.57M 0.67% +331 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: 13,368 shares; 2024Q4: 13,755 shares; 2025Q1: 14,526 shares; 2025Q2: 14,939 shares; 2025Q3: 15,379 shares; 2025Q4: 15,534 shares; 2026Q1: 15,238 shares; 2026Q2: 14,191 shares 14,191 $3.57M 0.67% -1,047 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,916 shares; 2025Q2: 10,301 shares; 2025Q3: 10,488 shares; 2025Q4: 10,365 shares; 2026Q1: 10,613 shares; 2026Q2: 10,671 shares 10,671 $3.36M 0.63% +58 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,554 shares; 2025Q3: 3,934 shares; 2025Q4: 4,815 shares; 2026Q1: 5,468 shares; 2026Q2: 6,192 shares 6,192 $3.18M 0.6% +724 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: 35,162 shares; 2024Q4: 37,131 shares; 2025Q1: 37,000 shares; 2025Q2: 34,152 shares; 2025Q3: 22,313 shares; 2025Q4: 21,518 shares; 2026Q1: 22,194 shares; 2026Q2: 24,198 shares 24,198 $3.13M 0.59% +2,004 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: 13,457 shares; 2024Q4: 21,706 shares; 2025Q1: 20,390 shares; 2025Q2: 24,763 shares; 2025Q3: 24,058 shares; 2025Q4: 22,799 shares; 2026Q1: 23,466 shares; 2026Q2: 22,756 shares 22,756 $3.11M 0.58% -710 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,041 shares; 2024Q4: 13,633 shares; 2025Q1: 13,259 shares; 2025Q2: 13,138 shares; 2025Q3: 13,072 shares; 2025Q4: 12,868 shares; 2026Q1: 13,113 shares; 2026Q2: 13,456 shares 13,456 $2.94M 0.55% +343 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,444 shares; 2024Q4: 35,229 shares; 2025Q1: 30,166 shares; 2025Q2: 29,892 shares; 2025Q3: 30,104 shares; 2025Q4: 29,892 shares; 2026Q1: 29,742 shares; 2026Q2: 29,742 shares 29,742 $2.87M 0.54% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,844 shares; 2025Q2: 22,162 shares; 2025Q3: 23,636 shares; 2025Q4: 23,572 shares; 2026Q1: 23,155 shares; 2026Q2: 22,571 shares 22,571 $2.85M 0.54% -584 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,473 shares; 2024Q4: 11,892 shares; 2025Q1: 11,744 shares; 2025Q2: 11,324 shares; 2025Q3: 11,119 shares; 2025Q4: 11,500 shares; 2026Q1: 11,209 shares; 2026Q2: 11,147 shares 11,147 $2.85M 0.54% -62 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: 16,827 shares; 2024Q4: 14,270 shares; 2025Q1: 14,664 shares; 2025Q2: 14,683 shares; 2025Q3: 14,404 shares; 2025Q4: 14,208 shares; 2026Q1: 14,222 shares; 2026Q2: 14,530 shares 14,530 $2.76M 0.52% +308 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: 40,377 shares; 2024Q4: 45,354 shares; 2025Q1: 50,394 shares; 2025Q2: 51,069 shares; 2025Q3: 50,693 shares; 2025Q4: 50,594 shares; 2026Q1: 52,589 shares; 2026Q2: 46,757 shares 46,757 $2.66M 0.5% -5,832 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: 18,210 shares; 2024Q4: 19,270 shares; 2025Q1: 18,877 shares; 2025Q2: 18,457 shares; 2025Q3: 17,126 shares; 2025Q4: 16,693 shares; 2026Q1: 16,113 shares; 2026Q2: 17,097 shares 17,097 $2.51M 0.47% +984 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,276 shares; 2024Q4: 32,504 shares; 2025Q1: 31,388 shares; 2025Q2: 30,332 shares; 2025Q3: 29,268 shares; 2025Q4: 28,176 shares; 2026Q1: not reported; 2026Q2: 24,608 shares 24,608 $2.39M 0.45% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 1,970 shares; 2025Q3: 1,982 shares; 2025Q4: 1,955 shares; 2026Q1: 2,014 shares; 2026Q2: 2,211 shares 2,211 $2.35M 0.44% +197 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,318 shares; 2024Q4: 42,708 shares; 2025Q1: 42,900 shares; 2025Q2: 42,588 shares; 2025Q3: 42,476 shares; 2025Q4: 42,679 shares; 2026Q1: 42,602 shares; 2026Q2: 41,657 shares 41,657 $2.31M 0.43% -945 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,442 shares; 2024Q4: 27,072 shares; 2025Q1: 24,152 shares; 2025Q2: 22,825 shares; 2025Q3: 23,033 shares; 2025Q4: 23,886 shares; 2026Q1: 25,233 shares; 2026Q2: 24,941 shares 24,941 $2.3M 0.43% -292 Timeline GLOF 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: 38,511 shares; 2025Q3: 38,404 shares; 2025Q4: 38,542 shares; 2026Q1: 38,542 shares; 2026Q2: 38,369 shares 38,369 $2.26M 0.42% -173 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: 4 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.42% 0 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: 12,058 shares; 2024Q4: 12,488 shares; 2025Q1: 16,986 shares; 2025Q2: 18,644 shares; 2025Q3: 19,060 shares; 2025Q4: 18,250 shares; 2026Q1: 15,834 shares; 2026Q2: 12,140 shares 12,140 $2.24M 0.42% -3,694 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: not reported; 2024Q4: 12,004 shares; 2025Q1: 13,834 shares; 2025Q2: 15,734 shares; 2025Q3: 15,200 shares; 2025Q4: 14,763 shares; 2026Q1: not reported; 2026Q2: 15,863 shares 15,863 $2.22M 0.42% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,301 shares; 2024Q4: 19,515 shares; 2025Q1: 19,571 shares; 2025Q2: 19,579 shares; 2025Q3: 20,202 shares; 2025Q4: 19,942 shares; 2026Q1: 19,796 shares; 2026Q2: 15,848 shares 15,848 $2.08M 0.39% -3,948 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: not reported; 2024Q4: not reported; 2025Q1: 4,596 shares; 2025Q2: 4,790 shares; 2025Q3: 4,779 shares; 2025Q4: 5,085 shares; 2026Q1: 5,043 shares; 2026Q2: 6,053 shares 6,053 $2.08M 0.39% +1,010 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,021 shares; 2025Q2: 12,751 shares; 2025Q3: 11,703 shares; 2025Q4: 11,636 shares; 2026Q1: not reported; 2026Q2: 10,346 shares 10,346 $2.08M 0.39% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,491 shares; 2025Q2: 6,084 shares; 2025Q3: 5,698 shares; 2025Q4: 5,590 shares; 2026Q1: 5,557 shares; 2026Q2: 5,952 shares 5,952 $2.01M 0.38% +395 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,470 shares; 2025Q2: 9,772 shares; 2025Q3: 10,151 shares; 2025Q4: 10,248 shares; 2026Q1: 8,010 shares; 2026Q2: 7,722 shares 7,722 $1.97M 0.37% -288 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: not reported; 2024Q4: 10,100 shares; 2025Q1: 12,016 shares; 2025Q2: 12,164 shares; 2025Q3: 12,917 shares; 2025Q4: 12,183 shares; 2026Q1: 12,624 shares; 2026Q2: 11,774 shares 11,774 $1.95M 0.37% -850 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,716 shares; 2024Q4: 8,424 shares; 2025Q1: 7,662 shares; 2025Q2: 7,722 shares; 2025Q3: 7,584 shares; 2025Q4: 7,292 shares; 2026Q1: 6,934 shares; 2026Q2: 7,001 shares 7,001 $1.93M 0.36% +67 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: 12,713 shares; 2024Q4: 11,934 shares; 2025Q1: 14,169 shares; 2025Q2: 13,911 shares; 2025Q3: 13,974 shares; 2025Q4: 14,861 shares; 2026Q1: 15,435 shares; 2026Q2: 13,980 shares 13,980 $1.89M 0.36% -1,455 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: 27,676 shares; 2024Q4: 29,314 shares; 2025Q1: 31,598 shares; 2025Q2: 31,587 shares; 2025Q3: 28,925 shares; 2025Q4: 25,152 shares; 2026Q1: 29,261 shares; 2026Q2: 26,983 shares 26,983 $1.84M 0.35% -2,278 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,725 shares; 2025Q2: 6,725 shares; 2025Q3: 6,725 shares; 2025Q4: 6,725 shares; 2026Q1: 6,725 shares; 2026Q2: 6,725 shares 6,725 $1.84M 0.35% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,390 shares; 2025Q2: 16,899 shares; 2025Q3: 16,095 shares; 2025Q4: 18,418 shares; 2026Q1: 19,792 shares; 2026Q2: 21,763 shares 21,763 $1.78M 0.33% +1,971 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,037 shares; 2024Q4: 5,721 shares; 2025Q1: 5,279 shares; 2025Q2: 4,912 shares; 2025Q3: 4,433 shares; 2025Q4: 4,186 shares; 2026Q1: 3,695 shares; 2026Q2: 3,522 shares 3,522 $1.75M 0.33% -173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: 1,731 shares; 2026Q1: 1,919 shares; 2026Q2: 2,964 shares 2,964 $1.72M 0.32% +1,045 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,460 shares; 2024Q4: 13,460 shares; 2025Q1: 13,460 shares; 2025Q2: 13,460 shares; 2025Q3: 13,460 shares; 2025Q4: 13,460 shares; 2026Q1: 13,460 shares; 2026Q2: 13,460 shares 13,460 $1.72M 0.32% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 3,587 shares; 2025Q3: 3,583 shares; 2025Q4: 5,451 shares; 2026Q1: 9,887 shares; 2026Q2: 10,102 shares 10,102 $1.72M 0.32% +215 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,422 shares; 2024Q4: 12,058 shares; 2025Q1: 12,308 shares; 2025Q2: 11,928 shares; 2025Q3: 11,833 shares; 2025Q4: 11,371 shares; 2026Q1: 11,192 shares; 2026Q2: 10,523 shares 10,523 $1.71M 0.32% -669 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,811 shares; 2025Q2: 6,860 shares; 2025Q3: 6,816 shares; 2025Q4: 6,817 shares; 2026Q1: 6,684 shares; 2026Q2: 6,341 shares 6,341 $1.71M 0.32% -343 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,470 shares; 2025Q2: 3,396 shares; 2025Q3: 3,396 shares; 2025Q4: 3,401 shares; 2026Q1: 3,491 shares; 2026Q2: 3,852 shares 3,852 $1.66M 0.31% +361 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: not reported; 2024Q4: not reported; 2025Q1: 3,591 shares; 2025Q2: 3,590 shares; 2025Q3: 3,643 shares; 2025Q4: 3,747 shares; 2026Q1: 3,777 shares; 2026Q2: 4,679 shares 4,679 $1.65M 0.31% +902 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,238 shares; 2024Q4: 24,841 shares; 2025Q1: 31,517 shares; 2025Q2: 21,818 shares; 2025Q3: 22,328 shares; 2025Q4: 22,771 shares; 2026Q1: 22,704 shares; 2026Q2: 20,449 shares 20,449 $1.62M 0.31% -2,255 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: not reported; 2024Q4: not reported; 2025Q1: 2,196 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,182 shares; 2026Q1: 2,181 shares; 2026Q2: 2,115 shares 2,115 $1.58M 0.3% -66 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: not reported; 2024Q4: not reported; 2025Q1: 1,449 shares; 2025Q2: 1,465 shares; 2025Q3: 1,416 shares; 2025Q4: 1,405 shares; 2026Q1: 1,514 shares; 2026Q2: 1,639 shares 1,639 $1.53M 0.29% +125 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,476 shares; 2025Q2: 12,460 shares; 2025Q3: 17,011 shares; 2025Q4: 18,573 shares; 2026Q1: 18,355 shares; 2026Q2: 18,021 shares 18,021 $1.49M 0.28% -334 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,815 shares; 2025Q2: 9,445 shares; 2025Q3: 9,202 shares; 2025Q4: 9,203 shares; 2026Q1: 9,376 shares; 2026Q2: 9,384 shares 9,384 $1.48M 0.28% +8 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: 10,102 shares; 2024Q4: 10,196 shares; 2025Q1: 10,353 shares; 2025Q2: 9,881 shares; 2025Q3: 9,773 shares; 2025Q4: 10,061 shares; 2026Q1: not reported; 2026Q2: 9,770 shares 9,770 $1.43M 0.27% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares; 2026Q1: 4,368 shares; 2026Q2: 17,472 shares 17,472 $1.41M 0.26% +13,104 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: not reported; 2024Q4: not reported; 2025Q1: 2,044 shares; 2025Q2: 1,622 shares; 2025Q3: 2,336 shares; 2025Q4: 2,732 shares; 2026Q1: 2,709 shares; 2026Q2: 3,384 shares 3,384 $1.41M 0.26% +675 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,189 shares; 2025Q2: 3,238 shares; 2025Q3: 3,209 shares; 2025Q4: 3,205 shares; 2026Q1: 3,362 shares; 2026Q2: 3,723 shares 3,723 $1.39M 0.26% +361 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: 23,532 shares; 2024Q4: 23,437 shares; 2025Q1: 23,918 shares; 2025Q2: 23,056 shares; 2025Q3: 21,190 shares; 2025Q4: 23,853 shares; 2026Q1: 20,434 shares; 2026Q2: 19,341 shares 19,341 $1.38M 0.26% -1,093 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: 10,329 shares; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 10,069 shares; 2025Q3: 10,069 shares; 2025Q4: 10,069 shares; 2026Q1: 10,069 shares; 2026Q2: 10,045 shares 10,045 $1.37M 0.26% -24 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,474 shares; 2024Q4: 28,744 shares; 2025Q1: 24,281 shares; 2025Q2: 23,613 shares; 2025Q3: 17,576 shares; 2025Q4: 17,199 shares; 2026Q1: 17,191 shares; 2026Q2: 17,198 shares 17,198 $1.34M 0.25% +7 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,954 shares; 2025Q2: 14,016 shares; 2025Q3: 13,991 shares; 2025Q4: 14,105 shares; 2026Q1: 15,059 shares; 2026Q2: 15,100 shares 15,100 $1.33M 0.25% +41 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431 shares; 2024Q4: 429 shares; 2025Q1: 433 shares; 2025Q2: 406 shares; 2025Q3: 298 shares; 2025Q4: 281 shares; 2026Q1: 243 shares; 2026Q2: 194 shares 194 $1.32M 0.25% -49 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: 3,031 shares; 2025Q3: 2,886 shares; 2025Q4: 3,117 shares; 2026Q1: 5,468 shares; 2026Q2: 5,015 shares 5,015 $1.28M 0.24% -453 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,180 shares; 2024Q4: 14,653 shares; 2025Q1: 14,865 shares; 2025Q2: 14,969 shares; 2025Q3: 15,383 shares; 2025Q4: 16,141 shares; 2026Q1: 15,019 shares; 2026Q2: 12,820 shares 12,820 $1.26M 0.24% -2,199 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: not reported; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 4,498 shares; 2025Q3: 4,104 shares; 2025Q4: 3,832 shares; 2026Q1: 4,052 shares; 2026Q2: 4,110 shares 4,110 $1.23M 0.23% +58 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,509 shares; 2025Q2: 9,386 shares; 2025Q3: 9,245 shares; 2025Q4: 9,690 shares; 2026Q1: 10,253 shares; 2026Q2: 8,826 shares 8,826 $1.19M 0.22% -1,427 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 640 shares; 2025Q3: 646 shares; 2025Q4: 681 shares; 2026Q1: 1,050 shares; 2026Q2: 1,142 shares 1,142 $1.15M 0.22% +92 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: not reported; 2024Q4: not reported; 2025Q1: 1,799 shares; 2025Q2: 2,273 shares; 2025Q3: 2,316 shares; 2025Q4: 2,312 shares; 2026Q1: 2,246 shares; 2026Q2: 2,231 shares 2,231 $1.14M 0.21% -15 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,031 shares; 2025Q2: 1,627 shares; 2025Q3: 1,809 shares; 2025Q4: 2,124 shares; 2026Q1: 2,648 shares; 2026Q2: 2,853 shares 2,853 $1.13M 0.21% +205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,470 shares; 2026Q2: 8,091 shares 8,091 $1.13M 0.21% +2,621 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: not reported; 2024Q4: not reported; 2025Q1: 5,275 shares; 2025Q2: 5,131 shares; 2025Q3: 5,005 shares; 2025Q4: 4,834 shares; 2026Q1: 4,350 shares; 2026Q2: 3,807 shares 3,807 $1.07M 0.2% -543 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,830 shares; 2024Q4: 120,584 shares; 2025Q1: 127,365 shares; 2025Q2: 131,075 shares; 2025Q3: 132,367 shares; 2025Q4: 127,448 shares; 2026Q1: 116,548 shares; 2026Q2: 38,519 shares 38,519 $1.06M 0.2% -78,029 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 11,550 shares; 2025Q3: 11,331 shares; 2025Q4: 11,314 shares; 2026Q1: 10,887 shares; 2026Q2: 11,456 shares 11,456 $1.05M 0.2% +569 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: 2,433 shares; 2025Q2: 784 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 796 shares; 2026Q2: 896 shares 896 $1.05M 0.2% +100 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: 10,907 shares; 2024Q4: 13,976 shares; 2025Q1: 13,967 shares; 2025Q2: 15,405 shares; 2025Q3: 15,945 shares; 2025Q4: 7,739 shares; 2026Q1: 8,154 shares; 2026Q2: 8,109 shares 8,109 $1.05M 0.2% -45 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: 3,026 shares; 2025Q2: 2,175 shares; 2025Q3: 2,063 shares; 2025Q4: 1,945 shares; 2026Q1: 1,786 shares; 2026Q2: 1,619 shares 1,619 $1.03M 0.19% -167 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,968 shares; 2025Q2: 14,826 shares; 2025Q3: 16,588 shares; 2025Q4: 12,388 shares; 2026Q1: 10,053 shares; 2026Q2: 9,390 shares 9,390 $1.02M 0.19% -663 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 736 shares; 2025Q3: 698 shares; 2025Q4: 683 shares; 2026Q1: 707 shares; 2026Q2: 741 shares 741 $1.01M 0.19% +34 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 7,075 shares; 2025Q4: 7,075 shares; 2026Q1: 7,075 shares; 2026Q2: 7,075 shares 7,075 $1M 0.19% 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: not reported; 2024Q4: not reported; 2025Q1: 4,209 shares; 2025Q2: 3,986 shares; 2025Q3: 3,946 shares; 2025Q4: 3,957 shares; 2026Q1: not reported; 2026Q2: 4,633 shares 4,633 $968K 0.18% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,323 shares; 2025Q1: 11,688 shares; 2025Q2: 14,665 shares; 2025Q3: 16,705 shares; 2025Q4: 16,091 shares; 2026Q1: 17,479 shares; 2026Q2: 18,057 shares 18,057 $942K 0.18% +578 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 2,442 shares; 2025Q4: 2,417 shares; 2026Q1: 2,417 shares; 2026Q2: 2,333 shares 2,333 $939K 0.18% -84 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: not reported; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 2,159 shares; 2025Q3: 1,726 shares; 2025Q4: 1,719 shares; 2026Q1: 1,978 shares; 2026Q2: 1,839 shares 1,839 $937K 0.18% -139 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 3,696 shares; 2025Q3: 3,802 shares; 2025Q4: 3,859 shares; 2026Q1: 3,874 shares; 2026Q2: 3,846 shares 3,846 $910K 0.17% -28 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 474 shares; 2025Q3: 472 shares; 2025Q4: 4,692 shares; 2026Q1: 5,565 shares; 2026Q2: 12,404 shares 12,404 $886K 0.17% +6,839 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,694 shares; 2025Q2: 6,428 shares; 2025Q3: 6,352 shares; 2025Q4: 6,255 shares; 2026Q1: 6,415 shares; 2026Q2: 6,916 shares 6,916 $875K 0.16% +501 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,336 shares; 2025Q3: 5,143 shares; 2025Q4: 5,036 shares; 2026Q1: 5,979 shares; 2026Q2: 5,980 shares 5,980 $875K 0.16% +1 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 786 shares; 2025Q3: 750 shares; 2025Q4: 771 shares; 2026Q1: 868 shares; 2026Q2: 823 shares 823 $858K 0.16% -45 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 888 shares; 2025Q4: 899 shares; 2026Q1: 943 shares; 2026Q2: 1,170 shares 1,170 $834K 0.16% +227 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: 6,182 shares; 2025Q3: 7,590 shares; 2025Q4: 6,661 shares; 2026Q1: 7,617 shares; 2026Q2: 7,444 shares 7,444 $832K 0.16% -173 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,204 shares; 2025Q2: 5,204 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $831K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: 637 shares; 2025Q2: 8,038 shares; 2025Q3: 8,038 shares; 2025Q4: 7,984 shares; 2026Q1: 7,984 shares; 2026Q2: 7,984 shares 7,984 $829K 0.16% 0 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: 2,860 shares; 2025Q2: 2,929 shares; 2025Q3: 2,810 shares; 2025Q4: 2,925 shares; 2026Q1: 2,749 shares; 2026Q2: 2,918 shares 2,918 $821K 0.15% +169 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,884 shares; 2025Q2: 2,861 shares; 2025Q3: 2,916 shares; 2025Q4: 2,928 shares; 2026Q1: 3,086 shares; 2026Q2: 3,706 shares 3,706 $817K 0.15% +620 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,030 shares; 2025Q2: 3,853 shares; 2025Q3: 3,799 shares; 2025Q4: 3,799 shares; 2026Q1: 3,799 shares; 2026Q2: 3,799 shares 3,799 $808K 0.15% 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: not reported; 2024Q4: not reported; 2025Q1: 3,538 shares; 2025Q2: 3,688 shares; 2025Q3: 3,689 shares; 2025Q4: 4,064 shares; 2026Q1: 3,950 shares; 2026Q2: 4,146 shares 4,146 $791K 0.15% +196 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,068 shares; 2026Q2: 1,230 shares 1,230 $786K 0.15% +162 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 5,239 shares; 2025Q3: 5,121 shares; 2025Q4: 5,130 shares; 2026Q1: 5,280 shares; 2026Q2: 5,149 shares 5,149 $780K 0.15% -131 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 611 shares; 2025Q2: 625 shares; 2025Q3: 648 shares; 2025Q4: 626 shares; 2026Q1: 702 shares; 2026Q2: 809 shares 809 $778K 0.15% +107 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,633 shares; 2025Q1: 17,293 shares; 2025Q2: 17,397 shares; 2025Q3: 14,520 shares; 2025Q4: 14,713 shares; 2026Q1: 14,687 shares; 2026Q2: 15,483 shares 15,483 $771K 0.14% +796 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,101 shares; 2025Q2: 8,655 shares; 2025Q3: 9,592 shares; 2025Q4: 9,245 shares; 2026Q1: 10,887 shares; 2026Q2: 9,929 shares 9,929 $755K 0.14% -958 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,758 shares; 2024Q4: 13,807 shares; 2025Q1: 16,087 shares; 2025Q2: 11,200 shares; 2025Q3: 11,746 shares; 2025Q4: 12,571 shares; 2026Q1: 12,385 shares; 2026Q2: 11,692 shares 11,692 $747K 0.14% -693 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: 11,713 shares; 2024Q4: not reported; 2025Q1: 11,482 shares; 2025Q2: 11,412 shares; 2025Q3: 9,184 shares; 2025Q4: 8,881 shares; 2026Q1: 12,174 shares; 2026Q2: 12,781 shares 12,781 $746K 0.14% +607 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,444 shares; 2025Q2: 7,076 shares; 2025Q3: 7,110 shares; 2025Q4: 6,664 shares; 2026Q1: 6,335 shares; 2026Q2: 7,390 shares 7,390 $717K 0.13% +1,055 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,036 shares; 2025Q2: 6,261 shares; 2025Q3: 6,261 shares; 2025Q4: 6,239 shares; 2026Q1: 7,343 shares; 2026Q2: 7,284 shares 7,284 $697K 0.13% -59 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: 50,279 shares; 2024Q4: 53,005 shares; 2025Q1: 57,026 shares; 2025Q2: 62,786 shares; 2025Q3: 26,460 shares; 2025Q4: 12,138 shares; 2026Q1: not reported; 2026Q2: 11,859 shares 11,859 $683K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: 4,251 shares; 2025Q2: 9,539 shares; 2025Q3: 9,605 shares; 2025Q4: 9,630 shares; 2026Q1: 9,624 shares; 2026Q2: 11,372 shares 11,372 $679K 0.13% +1,748 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,247 shares 2,247 $669K 0.13% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,385 shares; 2025Q4: 18,719 shares; 2026Q1: 21,458 shares; 2026Q2: 24,743 shares 24,743 $668K 0.13% +3,285 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 2,005 shares; 2025Q3: 1,886 shares; 2025Q4: 1,189 shares; 2026Q1: 2,032 shares; 2026Q2: 2,210 shares 2,210 $648K 0.12% +178 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,367 shares; 2025Q2: 6,349 shares; 2025Q3: 5,805 shares; 2025Q4: 5,820 shares; 2026Q1: 5,800 shares; 2026Q2: 5,805 shares 5,805 $645K 0.12% +5 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: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 980 shares; 2025Q3: 1,041 shares; 2025Q4: 1,135 shares; 2026Q1: 1,387 shares; 2026Q2: 1,394 shares 1,394 $639K 0.12% +7 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,691 shares; 2025Q1: 9,921 shares; 2025Q2: 7,944 shares; 2025Q3: 5,708 shares; 2025Q4: 4,185 shares; 2026Q1: 4,745 shares; 2026Q2: 4,653 shares 4,653 $608K 0.11% -92 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 1,919 shares; 2025Q3: 2,010 shares; 2025Q4: 1,993 shares; 2026Q1: 2,156 shares; 2026Q2: 2,464 shares 2,464 $607K 0.11% +308 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 262 shares 262 $596K 0.11% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,399 shares; 2025Q3: 1,265 shares; 2025Q4: 1,253 shares; 2026Q1: 1,348 shares; 2026Q2: 1,629 shares 1,629 $590K 0.11% +281 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,660 shares; 2025Q2: 4,121 shares; 2025Q3: 4,334 shares; 2025Q4: 3,024 shares; 2026Q1: 4,668 shares; 2026Q2: 5,771 shares 5,771 $590K 0.11% +1,103 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,720 shares 1,720 $587K 0.11% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,487 shares; 2025Q3: 1,452 shares; 2025Q4: 1,476 shares; 2026Q1: 1,545 shares; 2026Q2: 1,716 shares 1,716 $586K 0.11% +171 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,032 shares; 2025Q2: 6,857 shares; 2025Q3: 7,154 shares; 2025Q4: 7,406 shares; 2026Q1: 7,428 shares; 2026Q2: 7,024 shares 7,024 $582K 0.11% -404 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 2,545 shares; 2025Q3: 4,206 shares; 2025Q4: 2,046 shares; 2026Q1: 2,337 shares; 2026Q2: 2,785 shares 2,785 $571K 0.11% +448 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,534 shares 2,534 $567K 0.11% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: 5,910 shares; 2025Q3: 6,003 shares; 2025Q4: 7,251 shares; 2026Q1: 7,370 shares; 2026Q2: 6,558 shares 6,558 $566K 0.11% -812 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,534 shares 2,534 $560K 0.11% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,505 shares; 2025Q2: 1,784 shares; 2025Q3: 1,707 shares; 2025Q4: 1,692 shares; 2026Q1: 1,776 shares; 2026Q2: 1,782 shares 1,782 $552K 0.1% +6 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,001 shares; 2025Q1: 10,049 shares; 2025Q2: 10,220 shares; 2025Q3: 10,111 shares; 2025Q4: 10,183 shares; 2026Q1: 10,120 shares; 2026Q2: 10,078 shares 10,078 $536K 0.1% -42 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,289 shares; 2025Q2: 5,857 shares; 2025Q3: 6,076 shares; 2025Q4: 8,186 shares; 2026Q1: 7,785 shares; 2026Q2: 6,164 shares 6,164 $522K 0.1% -1,621 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,727 shares; 2024Q4: 17,155 shares; 2025Q1: 15,184 shares; 2025Q2: 5,543 shares; 2025Q3: 4,819 shares; 2025Q4: 5,711 shares; 2026Q1: 4,360 shares; 2026Q2: 4,789 shares 4,789 $512K 0.1% +429 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: not reported; 2024Q4: not reported; 2025Q1: 2,270 shares; 2025Q2: 3,187 shares; 2025Q3: 3,907 shares; 2025Q4: 2,967 shares; 2026Q1: 2,863 shares; 2026Q2: 3,257 shares 3,257 $512K 0.1% +394 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: not reported; 2024Q4: not reported; 2025Q1: 5,544 shares; 2025Q2: 5,652 shares; 2025Q3: 5,609 shares; 2025Q4: 5,864 shares; 2026Q1: 5,954 shares; 2026Q2: 5,602 shares 5,602 $508K 0.1% -352 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: not reported; 2024Q4: not reported; 2025Q1: 821 shares; 2025Q2: 633 shares; 2025Q3: 721 shares; 2025Q4: 723 shares; 2026Q1: 789 shares; 2026Q2: 1,012 shares 1,012 $508K 0.1% +223 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 992 shares; 2026Q2: 1,268 shares 1,268 $500K 0.09% +276 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: 1,636 shares; 2025Q3: 1,755 shares; 2025Q4: 1,804 shares; 2026Q1: 1,542 shares; 2026Q2: 1,407 shares 1,407 $498K 0.09% -135 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,827 shares; 2025Q2: 1,856 shares; 2025Q3: 1,859 shares; 2025Q4: 1,872 shares; 2026Q1: 1,867 shares; 2026Q2: 1,674 shares 1,674 $486K 0.09% -193 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,276 shares 2,276 $485K 0.09% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,751 shares; 2025Q4: 3,599 shares; 2026Q1: 3,780 shares; 2026Q2: 3,509 shares 3,509 $485K 0.09% -271 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,347 shares; 2025Q3: 1,337 shares; 2025Q4: 1,551 shares; 2026Q1: 1,579 shares; 2026Q2: 1,711 shares 1,711 $483K 0.09% +132 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,083 shares; 2025Q2: 1,009 shares; 2025Q3: 1,044 shares; 2025Q4: 1,025 shares; 2026Q1: 957 shares; 2026Q2: 949 shares 949 $466K 0.09% -8 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,592 shares; 2025Q2: 4,926 shares; 2025Q3: 4,776 shares; 2025Q4: 4,105 shares; 2026Q1: 4,447 shares; 2026Q2: 4,728 shares 4,728 $465K 0.09% +281 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,135 shares; 2026Q1: 9,089 shares; 2026Q2: 8,587 shares 8,587 $461K 0.09% -502 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,097 shares; 2026Q1: 4,280 shares; 2026Q2: 4,059 shares 4,059 $460K 0.09% -221 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,746 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,810 shares 1,810 $457K 0.09% 0 Timeline JUSA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,737 shares 6,737 $453K 0.09% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 596 shares; 2025Q3: 660 shares; 2025Q4: 519 shares; 2026Q1: 618 shares; 2026Q2: 872 shares 872 $453K 0.09% +254 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: 7,306 shares; 2025Q3: 7,863 shares; 2025Q4: 7,450 shares; 2026Q1: 8,414 shares; 2026Q2: 9,178 shares 9,178 $441K 0.08% +764 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 1,043 shares; 2025Q3: 1,042 shares; 2025Q4: 1,098 shares; 2026Q1: 1,044 shares; 2026Q2: 1,099 shares 1,099 $428K 0.08% +55 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: not reported; 2026Q1: 2,325 shares; 2026Q2: 3,422 shares 3,422 $421K 0.08% +1,097 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 697 shares; 2026Q1: 809 shares; 2026Q2: 1,096 shares 1,096 $411K 0.08% +287 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,309 shares; 2025Q2: 5,265 shares; 2025Q3: 4,176 shares; 2025Q4: 4,114 shares; 2026Q1: 4,144 shares; 2026Q2: 4,155 shares 4,155 $408K 0.08% +11 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,906 shares; 2025Q2: 8,265 shares; 2025Q3: 8,291 shares; 2025Q4: 8,260 shares; 2026Q1: 8,279 shares; 2026Q2: 8,331 shares 8,331 $396K 0.07% +52 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,271 shares; 2025Q2: 1,225 shares; 2025Q3: 1,268 shares; 2025Q4: 1,239 shares; 2026Q1: 1,639 shares; 2026Q2: 1,650 shares 1,650 $394K 0.07% +11 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: 33,460 shares; 2024Q4: 21,448 shares; 2025Q1: 12,642 shares; 2025Q2: 12,687 shares; 2025Q3: 11,273 shares; 2025Q4: 8,927 shares; 2026Q1: 9,906 shares; 2026Q2: 9,294 shares 9,294 $394K 0.07% -612 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 2,339 shares; 2025Q4: 2,600 shares; 2026Q1: 2,732 shares; 2026Q2: 3,360 shares 3,360 $392K 0.07% +628 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: 1,481 shares; 2026Q1: not reported; 2026Q2: 2,208 shares 2,208 $390K 0.07% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: 1,093 shares; 2025Q3: 1,054 shares; 2025Q4: 1,058 shares; 2026Q1: 1,112 shares; 2026Q2: 1,177 shares 1,177 $389K 0.07% +65 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,033 shares; 2025Q2: 1,148 shares; 2025Q3: 1,146 shares; 2025Q4: 1,161 shares; 2026Q1: 1,185 shares; 2026Q2: 1,220 shares 1,220 $384K 0.07% +35 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,773 shares; 2025Q2: 2,591 shares; 2025Q3: 2,334 shares; 2025Q4: 2,313 shares; 2026Q1: 2,414 shares; 2026Q2: 2,675 shares 2,675 $383K 0.07% +261 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,165 shares; 2025Q2: 5,333 shares; 2025Q3: 4,696 shares; 2025Q4: 4,709 shares; 2026Q1: 4,284 shares; 2026Q2: 4,052 shares 4,052 $372K 0.07% -232 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 573 shares; 2025Q4: not reported; 2026Q1: 654 shares; 2026Q2: 852 shares 852 $363K 0.07% +198 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $362K 0.07% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares; 2026Q2: 679 shares 679 $359K 0.07% +33 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 6,796 shares 6,796 $355K 0.07% -1,004 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: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,013 shares; 2025Q3: 958 shares; 2025Q4: 871 shares; 2026Q1: 993 shares; 2026Q2: 1,302 shares 1,302 $354K 0.07% +309 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,641 shares; 2025Q3: 1,732 shares; 2025Q4: 1,720 shares; 2026Q1: 1,725 shares; 2026Q2: 1,889 shares 1,889 $351K 0.07% +164 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: not reported; 2024Q4: not reported; 2025Q1: 738 shares; 2025Q2: 711 shares; 2025Q3: 793 shares; 2025Q4: 1,378 shares; 2026Q1: 1,116 shares; 2026Q2: 1,433 shares 1,433 $347K 0.07% +317 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: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $347K 0.07% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,725 shares; 2026Q2: 2,039 shares 2,039 $346K 0.07% +314 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,617 shares; 2025Q2: 3,589 shares; 2025Q3: 3,559 shares; 2025Q4: 3,592 shares; 2026Q1: 3,360 shares; 2026Q2: 2,516 shares 2,516 $344K 0.06% -844 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 348 shares 348 $340K 0.06% +123 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,725 shares; 2026Q2: 10,590 shares 10,590 $339K 0.06% +865 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,207 shares; 2024Q4: 31,470 shares; 2025Q1: 36,682 shares; 2025Q2: 8,815 shares; 2025Q3: 7,889 shares; 2025Q4: 8,094 shares; 2026Q1: 8,243 shares; 2026Q2: 4,748 shares 4,748 $338K 0.06% -3,495 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 344 shares 344 $332K 0.06% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,048 shares; 2025Q2: 896 shares; 2025Q3: 955 shares; 2025Q4: 1,145 shares; 2026Q1: 877 shares; 2026Q2: 814 shares 814 $332K 0.06% -63 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,762 shares; 2025Q2: 1,856 shares; 2025Q3: 1,982 shares; 2025Q4: 2,080 shares; 2026Q1: 2,164 shares; 2026Q2: 1,625 shares 1,625 $328K 0.06% -539 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,016 shares; 2026Q2: 1,423 shares 1,423 $323K 0.06% +407 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,508 shares; 2025Q4: 2,689 shares; 2026Q1: 2,820 shares; 2026Q2: 3,443 shares 3,443 $317K 0.06% +623 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 732 shares; 2025Q2: 665 shares; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 708 shares; 2026Q2: 798 shares 798 $309K 0.06% +90 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,095 shares 3,095 $305K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 2,105 shares; 2025Q3: 1,790 shares; 2025Q4: 1,742 shares; 2026Q1: 1,528 shares; 2026Q2: 1,155 shares 1,155 $303K 0.06% -373 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,501 shares; 2024Q4: not reported; 2025Q1: 8,886 shares; 2025Q2: 9,499 shares; 2025Q3: 8,854 shares; 2025Q4: 8,670 shares; 2026Q1: 8,665 shares; 2026Q2: 8,811 shares 8,811 $300K 0.06% +146 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,652 shares; 2025Q3: 1,379 shares; 2025Q4: 1,189 shares; 2026Q1: 1,319 shares; 2026Q2: 1,344 shares 1,344 $300K 0.06% +25 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,058 shares 2,058 $298K 0.06% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,267 shares; 2025Q2: 1,108 shares; 2025Q3: 1,259 shares; 2025Q4: 1,122 shares; 2026Q1: not reported; 2026Q2: 1,315 shares 1,315 $296K 0.06% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009 $295K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,806 shares; 2025Q3: 1,744 shares; 2025Q4: 1,819 shares; 2026Q1: 1,770 shares; 2026Q2: 1,809 shares 1,809 $293K 0.06% +39 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,961 shares; 2025Q3: 4,975 shares; 2025Q4: 4,960 shares; 2026Q1: 4,960 shares; 2026Q2: 4,960 shares 4,960 $291K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 1,004 shares; 2026Q2: 994 shares 994 $278K 0.05% -10 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: 674 shares; 2026Q1: 700 shares; 2026Q2: 684 shares 684 $275K 0.05% -16 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,652 shares 2,652 $274K 0.05% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 984 shares; 2026Q2: 994 shares 994 $268K 0.05% +10 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891 shares; 2026Q2: 944 shares 944 $264K 0.05% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $262K 0.05% new Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 4,147 shares; 2025Q3: 4,235 shares; 2025Q4: 4,147 shares; 2026Q1: 4,147 shares; 2026Q2: 4,147 shares 4,147 $260K 0.05% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,203 shares; 2026Q2: 3,550 shares 3,550 $260K 0.05% +347 Timeline LOHA ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $258K 0.05% new 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: 1,896 shares; 2025Q2: 1,789 shares; 2025Q3: 1,047 shares; 2025Q4: 1,346 shares; 2026Q1: 1,246 shares; 2026Q2: 2,039 shares 2,039 $254K 0.05% +793 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 492 shares 492 $253K 0.05% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: not reported; 2026Q1: 9,600 shares; 2026Q2: 9,600 shares 9,600 $250K 0.05% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,203 shares; 2026Q2: 3,203 shares 3,203 $249K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,212 shares; 2025Q2: 3,664 shares; 2025Q3: 3,681 shares; 2025Q4: 3,615 shares; 2026Q1: 2,955 shares; 2026Q2: 2,627 shares 2,627 $241K 0.05% -328 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,055 shares; 2025Q2: 3,340 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,325 shares; 2026Q2: 3,325 shares 3,325 $240K 0.05% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 891 shares 891 $240K 0.05% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares; 2026Q2: 4,310 shares 4,310 $234K 0.04% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,607 shares 1,607 $230K 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,562 shares 1,562 $229K 0.04% new 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: 22,319 shares; 2024Q4: 10,197 shares; 2025Q1: 7,951 shares; 2025Q2: 8,340 shares; 2025Q3: 10,032 shares; 2025Q4: 8,761 shares; 2026Q1: 10,467 shares; 2026Q2: 9,420 shares 9,420 $227K 0.04% -1,047 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 652 shares 652 $224K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 411 shares; 2025Q3: not reported; 2025Q4: 439 shares; 2026Q1: 462 shares; 2026Q2: 562 shares 562 $223K 0.04% +100 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 879 shares; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 1,186 shares; 2026Q2: 1,321 shares 1,321 $222K 0.04% +135 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 658 shares 658 $220K 0.04% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 1,435 shares; 2025Q3: 1,436 shares; 2025Q4: 849 shares; 2026Q1: 1,398 shares; 2026Q2: 1,398 shares 1,398 $219K 0.04% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,027 shares; 2025Q2: 3,880 shares; 2025Q3: 3,797 shares; 2025Q4: 3,819 shares; 2026Q1: 2,991 shares; 2026Q2: 2,940 shares 2,940 $219K 0.04% -51 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578 shares 578 $214K 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,581 shares 1,581 $214K 0.04% new Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,030 shares 1,030 $213K 0.04% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 910 shares; 2026Q2: 889 shares 889 $212K 0.04% -21 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $211K 0.04% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 776 shares 776 $211K 0.04% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 927 shares 927 $207K 0.04% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 647 shares 647 $206K 0.04% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 783 shares 783 $204K 0.04% new Timeline EVC ENTRAVISION COMMUNICATIONS C More: the full row for ENTRAVISION COMMUNICATIONS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,555 shares; 2026Q2: 15,555 shares 15,555 $203K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937 shares 937 $203K 0.04% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 301 shares; 2026Q1: not reported; 2026Q2: 383 shares 383 $202K 0.04% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 806 shares 806 $201K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 1,835 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 2,595 shares; 2026Q2: 2,595 shares 2,595 $200K 0.04% 0 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,102 shares; 2025Q4: 2,259 shares; 2026Q1: 2,468 shares; 2026Q2: 2,267 shares 2,267 $198K 0.04% -201 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $164K 0.03% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 92,750 shares; 2026Q1: 92,860 shares; 2026Q2: 58,110 shares 58,110 $157K 0.03% -34,750 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 845 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares; 2026Q2: 1,838 shares 1,838 $148K 0.03% -47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares; 2026Q2: 722 shares 722 $138K 0.03% -185 Timeline JFLI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,108 shares; 2026Q1: 2,218 shares; 2026Q2: 2,409 shares 2,409 $131K 0.02% +191 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: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $112K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $110K 0.02% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 818 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $107K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,430 shares 1,430 $97.8K 0.02% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,507 shares; 2025Q2: 3,584 shares; 2025Q3: 3,618 shares; 2025Q4: 1,966 shares; 2026Q1: 2,143 shares; 2026Q2: 1,584 shares 1,584 $89.5K 0.02% -559 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 369 shares 369 $80.4K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares; 2026Q2: 629 shares 629 $67.4K 0.01% -155 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 182 shares 182 $67.2K 0.01% +1 Timeline IYG 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: 1,283 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $52.5K 0.01% 0 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $35K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 333 shares; 2025Q3: 398 shares; 2025Q4: 376 shares; 2026Q1: 374 shares; 2026Q2: 364 shares 364 $22.4K <0.01% -10 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $13K <0.01% 0 Timeline JADE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 108 shares; 2026Q2: 110 shares 110 $8.81K <0.01% +2 Timeline JDIV J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 115 shares; 2026Q1: 132 shares; 2026Q2: 138 shares 138 $7.78K <0.01% +6 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $6.26K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $2.12K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 13 shares 13 $1.72K <0.01% -1 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $602 <0.01% 0 Timeline