AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,328 shares; 2024Q4: 56,034 shares; 2025Q1: 55,137 shares; 2025Q2: 56,943 shares; 2025Q3: 55,866 shares; 2025Q4: 55,462 shares; 2026Q1: 55,109 shares; 2026Q2: 55,294 shares 55,294 $16M 5.88% +185 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: 79,152 shares; 2024Q4: 78,419 shares; 2025Q1: 76,169 shares; 2025Q2: 75,390 shares; 2025Q3: 74,992 shares; 2025Q4: 70,274 shares; 2026Q1: 69,804 shares; 2026Q2: 69,006 shares 69,006 $13.8M 5.08% -798 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: 34,732 shares; 2024Q4: 34,844 shares; 2025Q1: 34,529 shares; 2025Q2: 34,153 shares; 2025Q3: 33,920 shares; 2025Q4: 33,500 shares; 2026Q1: 34,370 shares; 2026Q2: 34,450 shares 34,450 $12.9M 4.72% +80 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: 36,555 shares; 2024Q4: 36,356 shares; 2025Q1: 36,820 shares; 2025Q2: 36,879 shares; 2025Q3: 36,547 shares; 2025Q4: 35,837 shares; 2026Q1: 35,394 shares; 2026Q2: 34,834 shares 34,834 $12.4M 4.58% -560 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: 44,755 shares; 2024Q4: 43,655 shares; 2025Q1: 43,155 shares; 2025Q2: 43,155 shares; 2025Q3: 41,955 shares; 2025Q4: 41,255 shares; 2026Q1: 40,940 shares; 2026Q2: 39,980 shares 39,980 $10.2M 3.75% -960 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: 31,232 shares; 2024Q4: 31,034 shares; 2025Q1: 31,171 shares; 2025Q2: 30,772 shares; 2025Q3: 30,533 shares; 2025Q4: 30,884 shares; 2026Q1: 30,750 shares; 2026Q2: 30,787 shares 30,787 $10.1M 3.7% +37 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,226 shares; 2024Q4: 17,467 shares; 2025Q1: 17,510 shares; 2025Q2: 17,246 shares; 2025Q3: 17,256 shares; 2025Q4: 17,341 shares; 2026Q1: 17,297 shares; 2026Q2: 103,627 shares 103,627 $8.93M 3.28% +86,330 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: 20,538 shares; 2024Q4: 20,433 shares; 2025Q1: 20,123 shares; 2025Q2: 19,848 shares; 2025Q3: 19,668 shares; 2025Q4: 39,200 shares; 2026Q1: 38,425 shares; 2026Q2: 38,315 shares 38,315 $7.3M 2.68% -110 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: 64,733 shares; 2024Q4: 64,289 shares; 2025Q1: 64,296 shares; 2025Q2: 63,820 shares; 2025Q3: 62,826 shares; 2025Q4: 62,306 shares; 2026Q1: 61,940 shares; 2026Q2: 62,086 shares 62,086 $7.29M 2.68% +146 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: 100,780 shares; 2024Q4: 99,488 shares; 2025Q1: 99,155 shares; 2025Q2: 99,863 shares; 2025Q3: 97,303 shares; 2025Q4: 97,374 shares; 2026Q1: 97,083 shares; 2026Q2: 96,655 shares 96,655 $5.51M 2.02% -428 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: 22,329 shares; 2024Q4: 22,365 shares; 2025Q1: 22,058 shares; 2025Q2: 22,114 shares; 2025Q3: 21,817 shares; 2025Q4: 21,527 shares; 2026Q1: 21,569 shares; 2026Q2: 21,517 shares 21,517 $5.09M 1.87% -52 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: 31,502 shares; 2024Q4: 32,008 shares; 2025Q1: 31,990 shares; 2025Q2: 34,177 shares; 2025Q3: 36,988 shares; 2025Q4: 37,767 shares; 2026Q1: 37,071 shares; 2026Q2: 37,313 shares 37,313 $4.79M 1.76% +242 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,554 shares; 2024Q4: 39,555 shares; 2025Q1: 40,815 shares; 2025Q2: 43,053 shares; 2025Q3: 42,588 shares; 2025Q4: 43,775 shares; 2026Q1: 43,845 shares; 2026Q2: 50,823 shares 50,823 $4.57M 1.68% +6,978 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,928 shares; 2024Q4: 76,834 shares; 2025Q1: 77,955 shares; 2025Q2: 77,240 shares; 2025Q3: 78,553 shares; 2025Q4: 78,225 shares; 2026Q1: 79,302 shares; 2026Q2: 79,315 shares 79,315 $4.25M 1.56% +13 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: 15,789 shares; 2024Q4: 15,599 shares; 2025Q1: 16,392 shares; 2025Q2: 16,727 shares; 2025Q3: 16,782 shares; 2025Q4: 16,740 shares; 2026Q1: 17,321 shares; 2026Q2: 17,271 shares 17,271 $4.12M 1.51% -50 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: 15,978 shares; 2024Q4: 15,790 shares; 2025Q1: 15,285 shares; 2025Q2: 15,251 shares; 2025Q3: 14,962 shares; 2025Q4: 14,896 shares; 2026Q1: 14,925 shares; 2026Q2: 15,045 shares 15,045 $3.82M 1.4% +120 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,469 shares; 2024Q4: 26,644 shares; 2025Q1: 27,272 shares; 2025Q2: 29,272 shares; 2025Q3: 29,374 shares; 2025Q4: 30,266 shares; 2026Q1: 31,936 shares; 2026Q2: 32,030 shares 32,030 $3.77M 1.39% +94 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: 4,565 shares; 2024Q4: 5,815 shares; 2025Q1: 5,850 shares; 2025Q2: 7,695 shares; 2025Q3: 7,901 shares; 2025Q4: 7,431 shares; 2026Q1: 7,606 shares; 2026Q2: 6,350 shares 6,350 $3.69M 1.36% -1,256 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: 15,571 shares; 2024Q4: 15,221 shares; 2025Q1: 15,071 shares; 2025Q2: 14,746 shares; 2025Q3: 14,646 shares; 2025Q4: 14,596 shares; 2026Q1: 14,504 shares; 2026Q2: 14,504 shares 14,504 $3.65M 1.34% 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: 18,100 shares; 2024Q4: 18,100 shares; 2025Q1: 18,075 shares; 2025Q2: 18,075 shares; 2025Q3: 17,425 shares; 2025Q4: 17,425 shares; 2026Q1: 17,275 shares; 2026Q2: 17,140 shares 17,140 $3.58M 1.32% -135 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: 4,988 shares; 2024Q4: 9,976 shares; 2025Q1: 10,040 shares; 2025Q2: 10,040 shares; 2025Q3: 10,040 shares; 2025Q4: 10,100 shares; 2026Q1: 10,263 shares; 2026Q2: 10,263 shares 10,263 $3.5M 1.29% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,035 shares; 2024Q4: 6,147 shares; 2025Q1: 6,511 shares; 2025Q2: 6,669 shares; 2025Q3: 6,719 shares; 2025Q4: 6,578 shares; 2026Q1: 6,540 shares; 2026Q2: 6,678 shares 6,678 $3.4M 1.25% +138 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,869 shares; 2024Q4: 7,889 shares; 2025Q1: 8,097 shares; 2025Q2: 8,274 shares; 2025Q3: 8,249 shares; 2025Q4: 8,240 shares; 2026Q1: 8,486 shares; 2026Q2: 8,552 shares 8,552 $3.02M 1.11% +66 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: 9,913 shares; 2024Q4: 9,803 shares; 2025Q1: 9,690 shares; 2025Q2: 9,565 shares; 2025Q3: 9,395 shares; 2025Q4: 9,242 shares; 2026Q1: 9,192 shares; 2026Q2: 36,768 shares 36,768 $2.96M 1.09% +27,576 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: 12,826 shares; 2024Q4: 12,571 shares; 2025Q1: 12,306 shares; 2025Q2: 10,221 shares; 2025Q3: 10,009 shares; 2025Q4: 9,479 shares; 2026Q1: 9,319 shares; 2026Q2: 9,319 shares 9,319 $2.8M 1.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,919 shares; 2024Q4: 18,889 shares; 2025Q1: 18,429 shares; 2025Q2: 18,342 shares; 2025Q3: 18,207 shares; 2025Q4: 18,157 shares; 2026Q1: 17,906 shares; 2026Q2: 17,701 shares 17,701 $2.77M 1.02% -205 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: 2,449 shares; 2024Q4: 2,449 shares; 2025Q1: 2,837 shares; 2025Q2: 2,835 shares; 2025Q3: 2,769 shares; 2025Q4: 2,762 shares; 2026Q1: 2,764 shares; 2026Q2: 2,794 shares 2,794 $2.73M 1% +30 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,684 shares; 2024Q4: 28,659 shares; 2025Q1: 28,918 shares; 2025Q2: 37,789 shares; 2025Q3: 39,419 shares; 2025Q4: 52,043 shares; 2026Q1: 54,031 shares; 2026Q2: 53,440 shares 53,440 $2.66M 0.98% -591 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: 17,775 shares; 2024Q4: 17,726 shares; 2025Q1: 18,477 shares; 2025Q2: 18,471 shares; 2025Q3: 18,466 shares; 2025Q4: 18,242 shares; 2026Q1: 18,242 shares; 2026Q2: 18,016 shares 18,016 $2.64M 0.97% -226 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: 9,203 shares; 2024Q4: 9,107 shares; 2025Q1: 9,029 shares; 2025Q2: 9,134 shares; 2025Q3: 9,224 shares; 2025Q4: 9,229 shares; 2026Q1: 8,464 shares; 2026Q2: 8,808 shares 8,808 $2.63M 0.97% +344 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: 18,309 shares; 2024Q4: 17,943 shares; 2025Q1: 17,564 shares; 2025Q2: 17,514 shares; 2025Q3: 17,594 shares; 2025Q4: 17,935 shares; 2026Q1: 17,700 shares; 2026Q2: 17,700 shares 17,700 $2.53M 0.93% 0 Timeline RSPT 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: 38,008 shares; 2024Q4: 39,061 shares; 2025Q1: 38,954 shares; 2025Q2: 38,657 shares; 2025Q3: 37,934 shares; 2025Q4: 38,891 shares; 2026Q1: 38,528 shares; 2026Q2: 37,944 shares 37,944 $2.45M 0.9% -584 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: not reported; 2024Q4: 2,764 shares; 2025Q1: 4,710 shares; 2025Q2: 4,661 shares; 2025Q3: 4,636 shares; 2025Q4: 5,085 shares; 2026Q1: 5,593 shares; 2026Q2: 6,107 shares 6,107 $2.31M 0.85% +514 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,852 shares; 2024Q4: 11,892 shares; 2025Q1: 12,479 shares; 2025Q2: 12,471 shares; 2025Q3: 12,407 shares; 2025Q4: 12,363 shares; 2026Q1: 12,132 shares; 2026Q2: 12,253 shares 12,253 $2.27M 0.83% +121 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: 9,701 shares; 2024Q4: 10,086 shares; 2025Q1: 10,089 shares; 2025Q2: 10,304 shares; 2025Q3: 9,967 shares; 2025Q4: 9,931 shares; 2026Q1: 10,451 shares; 2026Q2: 11,646 shares 11,646 $2.21M 0.81% +1,195 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,020 shares; 2026Q2: 19,052 shares 19,052 $1.95M 0.72% +6,032 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,700 shares; 2024Q4: 25,700 shares; 2025Q1: 25,700 shares; 2025Q2: 25,700 shares; 2025Q3: 25,700 shares; 2025Q4: 25,700 shares; 2026Q1: 25,450 shares; 2026Q2: 25,450 shares 25,450 $1.92M 0.71% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,762 shares; 2024Q4: 22,967 shares; 2025Q1: 21,567 shares; 2025Q2: 20,024 shares; 2025Q3: 17,330 shares; 2025Q4: 17,306 shares; 2026Q1: 17,107 shares; 2026Q2: 16,800 shares 16,800 $1.79M 0.66% -307 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: 15,741 shares; 2024Q4: 15,741 shares; 2025Q1: 15,766 shares; 2025Q2: 15,766 shares; 2025Q3: 15,741 shares; 2025Q4: 15,741 shares; 2026Q1: 15,641 shares; 2026Q2: 15,641 shares 15,641 $1.77M 0.65% 0 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: 6,693 shares; 2024Q4: 6,693 shares; 2025Q1: 6,630 shares; 2025Q2: 6,615 shares; 2025Q3: 6,455 shares; 2025Q4: 6,456 shares; 2026Q1: 6,456 shares; 2026Q2: 6,443 shares 6,443 $1.74M 0.64% -13 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,210 shares; 2024Q4: 10,210 shares; 2025Q1: 10,210 shares; 2025Q2: 10,210 shares; 2025Q3: 10,210 shares; 2025Q4: 10,210 shares; 2026Q1: 10,210 shares; 2026Q2: 10,210 shares 10,210 $1.73M 0.64% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,825 shares; 2024Q4: 19,947 shares; 2025Q1: 19,964 shares; 2025Q2: 19,981 shares; 2025Q3: 23,715 shares; 2025Q4: 29,230 shares; 2026Q1: 36,259 shares; 2026Q2: 36,287 shares 36,287 $1.65M 0.61% +28 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,775 shares; 2024Q4: 7,925 shares; 2025Q1: 7,925 shares; 2025Q2: 7,925 shares; 2025Q3: 7,225 shares; 2025Q4: 14,270 shares; 2026Q1: 13,790 shares; 2026Q2: 13,780 shares 13,780 $1.62M 0.59% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,795 shares; 2026Q1: 1,854 shares; 2026Q2: 2,845 shares 2,845 $1.6M 0.59% +991 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,635 shares; 2024Q4: 14,635 shares; 2025Q1: 14,135 shares; 2025Q2: 13,685 shares; 2025Q3: 13,685 shares; 2025Q4: 13,685 shares; 2026Q1: 13,485 shares; 2026Q2: 13,285 shares 13,285 $1.56M 0.57% -200 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 5,195 shares; 2025Q3: 5,298 shares; 2025Q4: 5,158 shares; 2026Q1: 5,143 shares; 2026Q2: 5,663 shares 5,663 $1.54M 0.57% +520 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,655 shares; 2024Q4: 9,634 shares; 2025Q1: 9,664 shares; 2025Q2: 10,654 shares; 2025Q3: 10,564 shares; 2025Q4: 10,731 shares; 2026Q1: 12,489 shares; 2026Q2: 13,254 shares 13,254 $1.51M 0.56% +765 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,033 shares; 2024Q4: 10,918 shares; 2025Q1: 10,918 shares; 2025Q2: 10,918 shares; 2025Q3: 11,552 shares; 2025Q4: 11,877 shares; 2026Q1: 11,877 shares; 2026Q2: 11,877 shares 11,877 $1.5M 0.55% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 469 shares; 2025Q1: 472 shares; 2025Q2: 486 shares; 2025Q3: 500 shares; 2025Q4: 693 shares; 2026Q1: 691 shares; 2026Q2: 872 shares 872 $1.48M 0.54% +181 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: 3,343 shares; 2024Q4: 3,293 shares; 2025Q1: 3,294 shares; 2025Q2: 3,881 shares; 2025Q3: 4,373 shares; 2025Q4: 4,124 shares; 2026Q1: 4,215 shares; 2026Q2: 4,232 shares 4,232 $1.44M 0.53% +17 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,070 shares; 2024Q4: 8,970 shares; 2025Q1: 8,950 shares; 2025Q2: 8,915 shares; 2025Q3: 8,865 shares; 2025Q4: 8,865 shares; 2026Q1: 8,905 shares; 2026Q2: 8,905 shares 8,905 $1.41M 0.52% 0 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: 5,736 shares; 2024Q4: 5,761 shares; 2025Q1: 5,552 shares; 2025Q2: 5,115 shares; 2025Q3: 4,590 shares; 2025Q4: 4,583 shares; 2026Q1: 4,523 shares; 2026Q2: 4,508 shares 4,508 $1.41M 0.52% -15 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: 45,340 shares; 2024Q4: 43,450 shares; 2025Q1: 45,532 shares; 2025Q2: 45,542 shares; 2025Q3: 44,369 shares; 2025Q4: 44,707 shares; 2026Q1: 44,366 shares; 2026Q2: 43,992 shares 43,992 $1.41M 0.52% -374 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: 859 shares; 2024Q4: 911 shares; 2025Q1: 913 shares; 2025Q2: 1,216 shares; 2025Q3: 1,385 shares; 2025Q4: 1,441 shares; 2026Q1: 1,466 shares; 2026Q2: 1,461 shares 1,461 $1.37M 0.5% -5 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,541 shares; 2024Q4: 4,656 shares; 2025Q1: 4,977 shares; 2025Q2: 5,039 shares; 2025Q3: 4,947 shares; 2025Q4: 4,612 shares; 2026Q1: 4,597 shares; 2026Q2: 4,564 shares 4,564 $1.36M 0.5% -33 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: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,235 shares; 2025Q2: 1,290 shares; 2025Q3: 1,310 shares; 2025Q4: 13,772 shares; 2026Q1: 18,877 shares; 2026Q2: 19,097 shares 19,097 $1.36M 0.5% +220 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: 2,325 shares; 2024Q4: 2,432 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,759 shares; 2025Q4: 2,093 shares; 2026Q1: 2,156 shares; 2026Q2: 1,750 shares 1,750 $1.34M 0.49% -406 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: 15,965 shares; 2024Q4: 15,969 shares; 2025Q1: 15,973 shares; 2025Q2: 15,886 shares; 2025Q3: 15,542 shares; 2025Q4: 15,500 shares; 2026Q1: 17,583 shares; 2026Q2: 17,789 shares 17,789 $1.33M 0.49% +206 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,870 shares; 2025Q4: 1,855 shares; 2026Q1: 1,853 shares; 2026Q2: 1,828 shares 1,828 $1.32M 0.48% -25 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: 5,731 shares; 2024Q4: 5,751 shares; 2025Q1: 5,823 shares; 2025Q2: 6,273 shares; 2025Q3: 5,970 shares; 2025Q4: 5,740 shares; 2026Q1: 5,573 shares; 2026Q2: 5,842 shares 5,842 $1.27M 0.47% +269 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: 6,941 shares; 2024Q4: 6,816 shares; 2025Q1: 6,821 shares; 2025Q2: 6,792 shares; 2025Q3: 7,254 shares; 2025Q4: 7,454 shares; 2026Q1: 7,494 shares; 2026Q2: 7,439 shares 7,439 $1.23M 0.45% -55 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: 10,703 shares; 2024Q4: 10,583 shares; 2025Q1: 10,067 shares; 2025Q2: 9,623 shares; 2025Q3: 9,395 shares; 2025Q4: 9,067 shares; 2026Q1: 9,093 shares; 2026Q2: 9,030 shares 9,030 $1.22M 0.45% -63 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 2,923 shares; 2025Q1: 3,592 shares; 2025Q2: 3,903 shares; 2025Q3: 3,997 shares; 2025Q4: 4,196 shares; 2026Q1: 4,199 shares; 2026Q2: 4,983 shares 4,983 $1.19M 0.44% +784 Timeline XLB 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: 11,959 shares; 2024Q4: 11,759 shares; 2025Q1: 11,759 shares; 2025Q2: 11,724 shares; 2025Q3: 11,324 shares; 2025Q4: 22,648 shares; 2026Q1: 22,648 shares; 2026Q2: 22,548 shares 22,548 $1.15M 0.42% -100 Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,605 shares; 2025Q4: 52,600 shares; 2026Q1: 52,850 shares; 2026Q2: 39,875 shares 39,875 $1.15M 0.42% -12,975 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: 598 shares; 2025Q2: 628 shares; 2025Q3: 624 shares; 2025Q4: 926 shares; 2026Q1: 1,115 shares; 2026Q2: 1,131 shares 1,131 $1.14M 0.42% +16 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 2,970 shares; 2025Q1: 3,920 shares; 2025Q2: 5,513 shares; 2025Q3: 5,666 shares; 2025Q4: 5,417 shares; 2026Q1: 5,588 shares; 2026Q2: 5,340 shares 5,340 $1.14M 0.42% -248 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 1,506 shares; 2026Q1: 2,407 shares; 2026Q2: 2,426 shares 2,426 $1.11M 0.41% +19 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: not reported; 2025Q2: 12,932 shares; 2025Q3: 14,020 shares; 2025Q4: 13,611 shares; 2026Q1: 18,014 shares; 2026Q2: 18,123 shares 18,123 $1.11M 0.41% +109 Timeline PBE 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: 13,350 shares; 2024Q4: 13,350 shares; 2025Q1: 13,200 shares; 2025Q2: 12,725 shares; 2025Q3: 12,425 shares; 2025Q4: 12,425 shares; 2026Q1: 12,425 shares; 2026Q2: 12,225 shares 12,225 $1.1M 0.4% -200 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,905 shares; 2024Q4: 23,705 shares; 2025Q1: 23,742 shares; 2025Q2: 23,542 shares; 2025Q3: 22,792 shares; 2025Q4: 22,792 shares; 2026Q1: 22,592 shares; 2026Q2: 22,592 shares 22,592 $1.07M 0.39% 0 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $1.01M 0.37% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,389 shares; 2025Q3: 1,366 shares; 2025Q4: 1,335 shares; 2026Q1: 1,255 shares; 2026Q2: 1,345 shares 1,345 $1M 0.37% +90 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,775 shares; 2024Q4: 10,775 shares; 2025Q1: 10,775 shares; 2025Q2: 10,775 shares; 2025Q3: 10,775 shares; 2025Q4: 21,550 shares; 2026Q1: 21,550 shares; 2026Q2: 21,550 shares 21,550 $977K 0.36% 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: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $952K 0.35% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 1,321 shares; 2025Q2: 1,396 shares; 2025Q3: 1,373 shares; 2025Q4: 1,336 shares; 2026Q1: 1,311 shares; 2026Q2: 1,286 shares 1,286 $947K 0.35% -25 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: 13,261 shares; 2024Q4: 12,487 shares; 2025Q1: 12,461 shares; 2025Q2: 12,461 shares; 2025Q3: 11,725 shares; 2025Q4: 11,911 shares; 2026Q1: 13,011 shares; 2026Q2: 13,286 shares 13,286 $947K 0.35% +275 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,175 shares; 2025Q3: 3,005 shares; 2025Q4: 8,946 shares; 2026Q1: 8,946 shares; 2026Q2: 8,748 shares 8,748 $937K 0.34% -198 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,442 shares; 2026Q1: 102,442 shares; 2026Q2: 99,828 shares 99,828 $911K 0.33% -2,614 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,387 shares; 2024Q4: 6,067 shares; 2025Q1: 6,516 shares; 2025Q2: 6,516 shares; 2025Q3: 6,516 shares; 2025Q4: 6,416 shares; 2026Q1: 6,416 shares; 2026Q2: 6,416 shares 6,416 $877K 0.32% 0 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: 8,801 shares; 2024Q4: 8,551 shares; 2025Q1: 8,251 shares; 2025Q2: 8,251 shares; 2025Q3: 8,026 shares; 2025Q4: 7,968 shares; 2026Q1: 8,000 shares; 2026Q2: 7,818 shares 7,818 $858K 0.32% -182 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,989 shares; 2024Q4: 20,028 shares; 2025Q1: 19,658 shares; 2025Q2: 19,727 shares; 2025Q3: 20,494 shares; 2025Q4: 16,519 shares; 2026Q1: 16,519 shares; 2026Q2: 16,532 shares 16,532 $812K 0.3% +13 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: 3,085 shares; 2024Q4: 3,261 shares; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,263 shares; 2026Q1: 3,264 shares; 2026Q2: 3,314 shares 3,314 $805K 0.3% +50 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: 4,802 shares; 2024Q4: 4,774 shares; 2025Q1: 4,774 shares; 2025Q2: 4,674 shares; 2025Q3: 4,674 shares; 2025Q4: 4,674 shares; 2026Q1: 4,674 shares; 2026Q2: 4,674 shares 4,674 $757K 0.28% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,263 shares; 2024Q4: 25,363 shares; 2025Q1: 24,898 shares; 2025Q2: 24,398 shares; 2025Q3: 24,065 shares; 2025Q4: 23,260 shares; 2026Q1: 20,253 shares; 2026Q2: 18,413 shares 18,413 $756K 0.28% -1,840 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,950 shares; 2024Q4: 9,950 shares; 2025Q1: 9,950 shares; 2025Q2: 9,950 shares; 2025Q3: 9,950 shares; 2025Q4: 9,950 shares; 2026Q1: 9,950 shares; 2026Q2: 9,950 shares 9,950 $752K 0.28% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 1,300 shares; 2026Q2: 650 shares 650 $750K 0.28% -650 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: 2,853 shares; 2024Q4: 2,848 shares; 2025Q1: 3,120 shares; 2025Q2: 3,044 shares; 2025Q3: 1,805 shares; 2025Q4: 1,774 shares; 2026Q1: 1,774 shares; 2026Q2: 1,774 shares 1,774 $746K 0.27% 0 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares; 2026Q1: 10,850 shares; 2026Q2: 14,950 shares 14,950 $722K 0.27% +4,100 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: 4,425 shares; 2024Q4: 3,741 shares; 2025Q1: 3,416 shares; 2025Q2: 3,416 shares; 2025Q3: 3,341 shares; 2025Q4: 3,341 shares; 2026Q1: 3,191 shares; 2026Q2: 3,191 shares 3,191 $691K 0.25% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 1,515 shares 1,515 $663K 0.24% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,800 shares; 2026Q2: 20,800 shares 20,800 $660K 0.24% 0 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: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $649K 0.24% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,917 shares; 2024Q4: 3,692 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,444 shares; 2025Q4: 3,419 shares; 2026Q1: 3,419 shares; 2026Q2: 3,384 shares 3,384 $644K 0.24% -35 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: 14,512 shares; 2024Q4: 14,512 shares; 2025Q1: 14,512 shares; 2025Q2: 14,512 shares; 2025Q3: 14,462 shares; 2025Q4: 14,462 shares; 2026Q1: 14,462 shares; 2026Q2: 14,799 shares 14,799 $627K 0.23% +337 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: 1,469 shares; 2024Q4: 1,414 shares; 2025Q1: 1,447 shares; 2025Q2: 1,406 shares; 2025Q3: 1,436 shares; 2025Q4: 1,648 shares; 2026Q1: 1,648 shares; 2026Q2: 1,653 shares 1,653 $612K 0.22% +5 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $603K 0.22% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,550 shares; 2025Q2: 6,563 shares; 2025Q3: 6,563 shares; 2025Q4: 6,563 shares; 2026Q1: 6,563 shares; 2026Q2: 6,313 shares 6,313 $573K 0.21% -250 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,040 shares; 2024Q4: 6,042 shares; 2025Q1: 6,000 shares; 2025Q2: 5,903 shares; 2025Q3: 5,825 shares; 2025Q4: 5,513 shares; 2026Q1: 5,416 shares; 2026Q2: 5,418 shares 5,418 $563K 0.21% +2 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $559K 0.21% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,827 shares; 2025Q3: 1,814 shares; 2025Q4: 1,761 shares; 2026Q1: 1,761 shares; 2026Q2: 1,847 shares 1,847 $542K 0.2% +86 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,441 shares; 2024Q4: 9,441 shares; 2025Q1: 9,441 shares; 2025Q2: 9,541 shares; 2025Q3: 9,445 shares; 2025Q4: 8,510 shares; 2026Q1: 8,810 shares; 2026Q2: 9,041 shares 9,041 $521K 0.19% +231 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: 2,798 shares; 2024Q4: 2,798 shares; 2025Q1: 2,748 shares; 2025Q2: 3,123 shares; 2025Q3: 3,294 shares; 2025Q4: 3,319 shares; 2026Q1: 3,319 shares; 2026Q2: 3,214 shares 3,214 $504K 0.19% -105 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,322 shares; 2024Q4: 25,531 shares; 2025Q1: 24,039 shares; 2025Q2: 24,046 shares; 2025Q3: 23,550 shares; 2025Q4: 23,358 shares; 2026Q1: 23,366 shares; 2026Q2: 23,355 shares 23,355 $483K 0.18% -11 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,225 shares; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares; 2026Q2: 4,050 shares 4,050 $482K 0.18% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,735 shares 4,735 $481K 0.18% new 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: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 1,431 shares; 2026Q1: 1,531 shares; 2026Q2: 1,679 shares 1,679 $472K 0.17% +148 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: 1,396 shares; 2024Q4: 1,397 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,332 shares; 2026Q2: 1,332 shares 1,332 $471K 0.17% 0 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: 878 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 896 shares; 2025Q3: 897 shares; 2025Q4: 889 shares; 2026Q1: 871 shares; 2026Q2: 3,292 shares 3,292 $409K 0.15% +2,421 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,602 shares; 2024Q4: 6,373 shares; 2025Q1: 5,812 shares; 2025Q2: 5,512 shares; 2025Q3: 5,512 shares; 2025Q4: 5,512 shares; 2026Q1: 5,512 shares; 2026Q2: 5,344 shares 5,344 $400K 0.15% -168 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,600 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares; 2026Q1: 15,470 shares; 2026Q2: 15,470 shares 15,470 $394K 0.14% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $382K 0.14% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 998 shares; 2026Q2: 998 shares 998 $373K 0.14% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,527 shares; 2024Q4: 5,227 shares; 2025Q1: 5,244 shares; 2025Q2: 5,244 shares; 2025Q3: 4,294 shares; 2025Q4: 4,294 shares; 2026Q1: 4,336 shares; 2026Q2: 4,418 shares 4,418 $346K 0.13% +82 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: 3,659 shares; 2024Q4: 3,559 shares; 2025Q1: 3,559 shares; 2025Q2: 3,559 shares; 2025Q3: 3,334 shares; 2025Q4: 3,284 shares; 2026Q1: 3,353 shares; 2026Q2: 3,353 shares 3,353 $343K 0.13% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,003 shares; 2026Q2: 2,065 shares 2,065 $341K 0.13% +62 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,251 shares 2,251 $340K 0.12% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,913 shares; 2024Q4: 15,816 shares; 2025Q1: 10,910 shares; 2025Q2: 10,910 shares; 2025Q3: 9,610 shares; 2025Q4: 9,360 shares; 2026Q1: 6,860 shares; 2026Q2: 6,860 shares 6,860 $319K 0.12% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,866 shares; 2026Q2: 6,308 shares 6,308 $314K 0.12% +442 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $295K 0.11% 0 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: not reported; 2025Q2: 732 shares; 2025Q3: 687 shares; 2025Q4: 695 shares; 2026Q1: not reported; 2026Q2: 695 shares 695 $289K 0.11% new 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: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $276K 0.1% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,471 shares 2,471 $257K 0.09% new Timeline VGK 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: 3,860 shares; 2024Q4: 3,660 shares; 2025Q1: 3,660 shares; 2025Q2: 3,560 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares; 2026Q2: 2,860 shares 2,860 $253K 0.09% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,786 shares 1,786 $250K 0.09% new 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: 228 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208 shares; 2026Q1: not reported; 2026Q2: 208 shares 208 $249K 0.09% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,150 shares 5,150 $246K 0.09% new Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,497 shares; 2024Q4: 74,501 shares; 2025Q1: 74,506 shares; 2025Q2: 74,511 shares; 2025Q3: 73,317 shares; 2025Q4: 73,321 shares; 2026Q1: 70,328 shares; 2026Q2: 70,337 shares 70,337 $244K 0.09% +9 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 655 shares 655 $241K 0.09% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,025 shares; 2026Q1: 3,025 shares; 2026Q2: 2,625 shares 2,625 $238K 0.09% -400 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $232K 0.09% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $224K 0.08% new 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: 4,118 shares; 2026Q2: 4,118 shares 4,118 $219K 0.08% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $204K 0.08% 0 Timeline PGF 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: 15,743 shares; 2024Q4: 15,759 shares; 2025Q1: 13,775 shares; 2025Q2: 13,792 shares; 2025Q3: 13,809 shares; 2025Q4: 13,827 shares; 2026Q1: 13,844 shares; 2026Q2: 13,861 shares 13,861 $190K 0.07% +17 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,590 shares; 2025Q1: 13,590 shares; 2025Q2: 13,590 shares; 2025Q3: 13,590 shares; 2025Q4: 23,393 shares; 2026Q1: 23,393 shares; 2026Q2: 23,393 shares 23,393 $121K 0.04% 0 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,775 shares; 2026Q1: 16,025 shares; 2026Q2: 15,025 shares 15,025 $67.3K 0.02% -1,000 Timeline