AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563,892 shares; 2024Q4: 552,070 shares; 2025Q1: 538,652 shares; 2025Q2: 499,221 shares; 2025Q3: 475,275 shares; 2025Q4: 448,941 shares; 2026Q1: 440,110 shares; 2026Q2: 418,579 shares 418,579 $158M 8.1% -21,531 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: 886,558 shares; 2024Q4: 857,126 shares; 2025Q1: 834,068 shares; 2025Q2: 805,675 shares; 2025Q3: 787,790 shares; 2025Q4: 768,906 shares; 2026Q1: 756,457 shares; 2026Q2: 737,006 shares 737,006 $147M 7.56% -19,451 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: 394,874 shares; 2024Q4: 395,162 shares; 2025Q1: 411,925 shares; 2025Q2: 404,639 shares; 2025Q3: 396,812 shares; 2025Q4: 398,103 shares; 2026Q1: 406,694 shares; 2026Q2: 398,856 shares 398,856 $115M 5.91% -7,838 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: 64,875 shares; 2024Q4: 78,821 shares; 2025Q1: 74,996 shares; 2025Q2: 76,036 shares; 2025Q3: 78,399 shares; 2025Q4: 77,673 shares; 2026Q1: 81,475 shares; 2026Q2: 78,396 shares 78,396 $90.5M 4.64% -3,079 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: 121,760 shares; 2024Q4: 121,823 shares; 2025Q1: 121,183 shares; 2025Q2: 121,193 shares; 2025Q3: 121,626 shares; 2025Q4: 122,103 shares; 2026Q1: 118,866 shares; 2026Q2: 114,603 shares 114,603 $82.5M 4.23% -4,263 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: 107,225 shares; 2024Q4: 217,636 shares; 2025Q1: 219,673 shares; 2025Q2: 214,939 shares; 2025Q3: 223,159 shares; 2025Q4: 222,455 shares; 2026Q1: 222,723 shares; 2026Q2: 224,522 shares 224,522 $76.6M 3.92% +1,799 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: 152,836 shares; 2024Q4: 153,678 shares; 2025Q1: 154,457 shares; 2025Q2: 153,206 shares; 2025Q3: 155,374 shares; 2025Q4: 160,365 shares; 2026Q1: 160,734 shares; 2026Q2: 160,573 shares 160,573 $59.9M 3.07% -161 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: 147,489 shares; 2024Q4: 150,781 shares; 2025Q1: 152,944 shares; 2025Q2: 153,619 shares; 2025Q3: 152,696 shares; 2025Q4: 157,264 shares; 2026Q1: 156,061 shares; 2026Q2: 157,287 shares 157,287 $56.2M 2.88% +1,226 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: 208,050 shares; 2024Q4: 215,506 shares; 2025Q1: 216,145 shares; 2025Q2: 214,195 shares; 2025Q3: 216,180 shares; 2025Q4: 228,862 shares; 2026Q1: 228,938 shares; 2026Q2: 230,801 shares 230,801 $55M 2.82% +1,863 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: 171,741 shares; 2024Q4: 174,462 shares; 2025Q1: 170,793 shares; 2025Q2: 167,649 shares; 2025Q3: 169,096 shares; 2025Q4: 170,692 shares; 2026Q1: 169,812 shares; 2026Q2: 170,667 shares 170,667 $42.9M 2.2% +855 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: 328,370 shares; 2024Q4: 329,829 shares; 2025Q1: 321,834 shares; 2025Q2: 324,300 shares; 2025Q3: 326,315 shares; 2025Q4: 314,617 shares; 2026Q1: 315,817 shares; 2026Q2: 316,465 shares 316,465 $40M 2.05% +648 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: 108,058 shares; 2024Q4: 110,184 shares; 2025Q1: 110,660 shares; 2025Q2: 110,730 shares; 2025Q3: 112,185 shares; 2025Q4: 114,481 shares; 2026Q1: 114,393 shares; 2026Q2: 115,770 shares 115,770 $39.7M 2.04% +1,377 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: 116,647 shares; 2024Q4: 117,092 shares; 2025Q1: 116,593 shares; 2025Q2: 115,465 shares; 2025Q3: 113,918 shares; 2025Q4: 116,454 shares; 2026Q1: 116,917 shares; 2026Q2: 118,553 shares 118,553 $38.8M 1.99% +1,636 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: 36,926 shares; 2024Q4: 37,860 shares; 2025Q1: 38,242 shares; 2025Q2: 38,175 shares; 2025Q3: 39,518 shares; 2025Q4: 39,953 shares; 2026Q1: 40,296 shares; 2026Q2: 40,762 shares 40,762 $38.1M 1.95% +466 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,814 shares; 2024Q4: 37,890 shares; 2025Q1: 52,307 shares; 2025Q2: 53,131 shares; 2025Q3: 55,159 shares; 2025Q4: 62,844 shares; 2026Q1: 72,638 shares; 2026Q2: 76,605 shares 76,605 $36.6M 1.87% +3,967 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: 193,806 shares; 2024Q4: 206,410 shares; 2025Q1: 223,535 shares; 2025Q2: 257,241 shares; 2025Q3: 282,619 shares; 2025Q4: 303,477 shares; 2026Q1: 303,423 shares; 2026Q2: 305,541 shares 305,541 $35.9M 1.84% +2,118 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: 452,406 shares; 2024Q4: 448,842 shares; 2025Q1: 446,445 shares; 2025Q2: 443,107 shares; 2025Q3: 449,147 shares; 2025Q4: 456,261 shares; 2026Q1: 454,116 shares; 2026Q2: 460,625 shares 460,625 $34.2M 1.75% +6,509 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: 100,818 shares; 2024Q4: 101,093 shares; 2025Q1: 99,897 shares; 2025Q2: 99,225 shares; 2025Q3: 98,516 shares; 2025Q4: 96,652 shares; 2026Q1: 95,293 shares; 2026Q2: 92,375 shares 92,375 $32.6M 1.67% -2,918 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: 37,254 shares; 2024Q4: 36,052 shares; 2025Q1: 37,072 shares; 2025Q2: 36,394 shares; 2025Q3: 37,812 shares; 2025Q4: 39,440 shares; 2026Q1: 40,882 shares; 2026Q2: 41,855 shares 41,855 $31.9M 1.64% +973 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: 261,782 shares; 2024Q4: 257,803 shares; 2025Q1: 256,356 shares; 2025Q2: 254,653 shares; 2025Q3: 254,998 shares; 2025Q4: 255,293 shares; 2026Q1: 251,002 shares; 2026Q2: 249,602 shares 249,602 $29.4M 1.51% -1,400 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: 56,121 shares; 2024Q4: 57,615 shares; 2025Q1: 58,680 shares; 2025Q2: 56,240 shares; 2025Q3: 57,955 shares; 2025Q4: 59,338 shares; 2026Q1: 62,138 shares; 2026Q2: 63,721 shares 63,721 $27.2M 1.39% +1,583 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,255 shares; 2024Q4: 425,552 shares; 2025Q1: 447,642 shares; 2025Q2: 454,495 shares; 2025Q3: 454,493 shares; 2025Q4: 478,435 shares; 2026Q1: 484,584 shares; 2026Q2: 498,998 shares 498,998 $25.9M 1.33% +14,414 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,235 shares; 2024Q4: 263,449 shares; 2025Q1: 256,810 shares; 2025Q2: 260,583 shares; 2025Q3: 264,023 shares; 2025Q4: 269,866 shares; 2026Q1: 264,552 shares; 2026Q2: 262,029 shares 262,029 $24M 1.23% -2,523 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: 150,629 shares; 2024Q4: 159,289 shares; 2025Q1: 164,353 shares; 2025Q2: 166,122 shares; 2025Q3: 174,730 shares; 2025Q4: 188,642 shares; 2026Q1: 189,964 shares; 2026Q2: 201,654 shares 201,654 $22.8M 1.17% +11,690 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,478 shares; 2024Q4: 73,603 shares; 2025Q1: 81,120 shares; 2025Q2: 84,616 shares; 2025Q3: 86,571 shares; 2025Q4: 89,005 shares; 2026Q1: 86,822 shares; 2026Q2: 86,406 shares 86,406 $22.5M 1.15% -416 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: 111,471 shares; 2024Q4: 113,111 shares; 2025Q1: 117,563 shares; 2025Q2: 109,608 shares; 2025Q3: 70,158 shares; 2025Q4: 69,438 shares; 2026Q1: 74,160 shares; 2026Q2: 75,527 shares 75,527 $22.5M 1.15% +1,367 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: 63,519 shares; 2024Q4: 78,347 shares; 2025Q1: 88,966 shares; 2025Q2: 91,552 shares; 2025Q3: 99,964 shares; 2025Q4: 107,546 shares; 2026Q1: 110,172 shares; 2026Q2: 114,719 shares 114,719 $21.8M 1.12% +4,547 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: 19,933 shares; 2024Q4: 19,823 shares; 2025Q1: 19,965 shares; 2025Q2: 20,232 shares; 2025Q3: 20,317 shares; 2025Q4: 20,623 shares; 2026Q1: 20,344 shares; 2026Q2: 20,379 shares 20,379 $21.2M 1.09% +35 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: 63,532 shares; 2024Q4: 64,595 shares; 2025Q1: 64,483 shares; 2025Q2: 65,028 shares; 2025Q3: 68,067 shares; 2025Q4: 69,861 shares; 2026Q1: 70,806 shares; 2026Q2: 73,938 shares 73,938 $20.8M 1.07% +3,132 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: 62,109 shares; 2024Q4: 61,965 shares; 2025Q1: 62,786 shares; 2025Q2: 61,558 shares; 2025Q3: 62,929 shares; 2025Q4: 58,991 shares; 2026Q1: 59,416 shares; 2026Q2: 58,749 shares 58,749 $20.7M 1.06% -667 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: 21,133 shares; 2024Q4: 21,537 shares; 2025Q1: 21,737 shares; 2025Q2: 21,305 shares; 2025Q3: 20,925 shares; 2025Q4: 21,277 shares; 2026Q1: 20,518 shares; 2026Q2: 20,410 shares 20,410 $20.6M 1.06% -108 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: 32,475 shares; 2024Q4: 33,627 shares; 2025Q1: 34,296 shares; 2025Q2: 36,384 shares; 2025Q3: 37,538 shares; 2025Q4: 39,087 shares; 2026Q1: 38,630 shares; 2026Q2: 39,179 shares 39,179 $20.1M 1.03% +549 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: 2,428 shares; 2025Q2: 17,148 shares; 2025Q3: 29,728 shares; 2025Q4: 37,779 shares; 2026Q1: 40,455 shares; 2026Q2: 41,993 shares 41,993 $18.1M 0.93% +1,538 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: 182,258 shares; 2024Q4: 199,386 shares; 2025Q1: 201,509 shares; 2025Q2: 194,522 shares; 2025Q3: 192,601 shares; 2025Q4: 133,834 shares; 2026Q1: 129,903 shares; 2026Q2: 131,530 shares 131,530 $18M 0.92% +1,627 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: 49,192 shares; 2024Q4: 69,204 shares; 2025Q1: 82,067 shares; 2025Q2: 90,743 shares; 2025Q3: 102,255 shares; 2025Q4: 114,925 shares; 2026Q1: 122,460 shares; 2026Q2: 127,236 shares 127,236 $17.8M 0.91% +4,776 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: 111,120 shares; 2024Q4: 116,664 shares; 2025Q1: 116,424 shares; 2025Q2: 111,373 shares; 2025Q3: 112,943 shares; 2025Q4: 117,520 shares; 2026Q1: 119,568 shares; 2026Q2: 122,011 shares 122,011 $17.5M 0.9% +2,443 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: 11,659 shares; 2024Q4: 12,667 shares; 2025Q1: 14,336 shares; 2025Q2: 15,022 shares; 2025Q3: 12,296 shares; 2025Q4: 12,855 shares; 2026Q1: 13,001 shares; 2026Q2: 14,015 shares 14,015 $16.8M 0.86% +1,014 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: 1,154 shares; 2025Q4: 6,817 shares; 2026Q1: 9,485 shares; 2026Q2: 12,703 shares 12,703 $14.9M 0.76% +3,218 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: 87,812 shares; 2024Q4: 86,479 shares; 2025Q1: 87,202 shares; 2025Q2: 87,648 shares; 2025Q3: 91,915 shares; 2025Q4: 91,969 shares; 2026Q1: 89,687 shares; 2026Q2: 90,314 shares 90,314 $13.2M 0.68% +627 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: 17,135 shares; 2024Q4: 18,566 shares; 2025Q1: 19,001 shares; 2025Q2: 17,017 shares; 2025Q3: 17,027 shares; 2025Q4: 17,070 shares; 2026Q1: 17,347 shares; 2026Q2: 18,064 shares 18,064 $12.9M 0.66% +717 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,956 shares; 2024Q4: 86,146 shares; 2025Q1: 78,125 shares; 2025Q2: 73,175 shares; 2025Q3: 72,950 shares; 2025Q4: 72,215 shares; 2026Q1: 75,320 shares; 2026Q2: 76,160 shares 76,160 $12.9M 0.66% +840 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,202 shares; 2024Q4: 130,766 shares; 2025Q1: 140,314 shares; 2025Q2: 144,033 shares; 2025Q3: 149,650 shares; 2025Q4: 156,733 shares; 2026Q1: 155,348 shares; 2026Q2: 158,258 shares 158,258 $12.3M 0.63% +2,910 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: 128,059 shares; 2024Q4: 124,309 shares; 2025Q1: 124,216 shares; 2025Q2: 128,324 shares; 2025Q3: 134,682 shares; 2025Q4: 146,647 shares; 2026Q1: 145,502 shares; 2026Q2: 150,744 shares 150,744 $12.3M 0.63% +5,242 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: 67,967 shares; 2024Q4: 67,010 shares; 2025Q1: 66,825 shares; 2025Q2: 65,638 shares; 2025Q3: 67,775 shares; 2025Q4: 70,268 shares; 2026Q1: 70,971 shares; 2026Q2: 73,163 shares 73,163 $12.1M 0.62% +2,192 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: 42,897 shares; 2024Q4: 38,944 shares; 2025Q1: 38,266 shares; 2025Q2: 32,779 shares; 2025Q3: 31,665 shares; 2025Q4: 32,552 shares; 2026Q1: 32,406 shares; 2026Q2: 36,227 shares 36,227 $9.2M 0.47% +3,821 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: 8,440 shares; 2025Q2: 9,302 shares; 2025Q3: 9,052 shares; 2025Q4: 8,925 shares; 2026Q1: 8,819 shares; 2026Q2: 9,059 shares 9,059 $8.71M 0.45% +240 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: 16,700 shares; 2024Q4: 16,288 shares; 2025Q1: 19,178 shares; 2025Q2: 19,381 shares; 2025Q3: 20,399 shares; 2025Q4: 22,008 shares; 2026Q1: 22,575 shares; 2026Q2: 22,188 shares 22,188 $8.03M 0.41% -387 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,483 shares; 2024Q4: 34,919 shares; 2025Q1: 37,320 shares; 2025Q2: 37,994 shares; 2025Q3: 38,864 shares; 2025Q4: 38,287 shares; 2026Q1: 42,505 shares; 2026Q2: 44,168 shares 44,168 $7.93M 0.41% +1,663 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: 35,735 shares; 2024Q4: 33,087 shares; 2025Q1: 32,985 shares; 2025Q2: 35,715 shares; 2025Q3: 34,745 shares; 2025Q4: 33,921 shares; 2026Q1: 31,378 shares; 2026Q2: 29,469 shares 29,469 $7.53M 0.39% -1,909 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,352 shares; 2024Q4: 200,943 shares; 2025Q1: 200,750 shares; 2025Q2: 200,758 shares; 2025Q3: 199,935 shares; 2025Q4: 195,725 shares; 2026Q1: 208,096 shares; 2026Q2: 201,989 shares 201,989 $7.43M 0.38% -6,107 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: 38,573 shares; 2024Q4: 37,554 shares; 2025Q1: 37,841 shares; 2025Q2: 33,304 shares; 2025Q3: 29,941 shares; 2025Q4: 33,207 shares; 2026Q1: 33,367 shares; 2026Q2: 33,372 shares 33,372 $6.98M 0.36% +5 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: 142,623 shares; 2024Q4: 149,114 shares; 2025Q1: 155,119 shares; 2025Q2: 174,639 shares; 2025Q3: 239,594 shares; 2025Q4: 272,066 shares; 2026Q1: 316,461 shares; 2026Q2: 335,363 shares 335,363 $6.94M 0.36% +18,902 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: 18,396 shares; 2024Q4: 9,156 shares; 2025Q1: 148,985 shares; 2025Q2: 209,311 shares; 2025Q3: 254,889 shares; 2025Q4: 272,898 shares; 2026Q1: 291,128 shares; 2026Q2: 288,259 shares 288,259 $6.94M 0.36% -2,869 Timeline GSST 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: 86,052 shares; 2024Q4: 112,076 shares; 2025Q1: 98,802 shares; 2025Q2: 122,252 shares; 2025Q3: 122,451 shares; 2025Q4: 121,157 shares; 2026Q1: 117,368 shares; 2026Q2: 128,768 shares 128,768 $6.51M 0.33% +11,400 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: 107,901 shares; 2024Q4: 108,216 shares; 2025Q1: 111,616 shares; 2025Q2: 110,456 shares; 2025Q3: 110,756 shares; 2025Q4: 113,640 shares; 2026Q1: 114,691 shares; 2026Q2: 116,464 shares 116,464 $6.31M 0.32% +1,773 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: 24,877 shares; 2024Q4: 22,345 shares; 2025Q1: 21,775 shares; 2025Q2: 20,680 shares; 2025Q3: 20,805 shares; 2025Q4: 20,603 shares; 2026Q1: 21,759 shares; 2026Q2: 21,183 shares 21,183 $5.73M 0.29% -576 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: 47,621 shares; 2024Q4: 19,708 shares; 2025Q1: 19,713 shares; 2025Q2: 30,628 shares; 2025Q3: 33,914 shares; 2025Q4: 36,381 shares; 2026Q1: 39,733 shares; 2026Q2: 41,950 shares 41,950 $5.68M 0.29% +2,217 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,647 shares; 2024Q4: 246,079 shares; 2025Q1: 255,933 shares; 2025Q2: 264,067 shares; 2025Q3: 281,381 shares; 2025Q4: 280,864 shares; 2026Q1: 281,696 shares; 2026Q2: 295,196 shares 295,196 $5.64M 0.29% +13,500 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: 56,754 shares; 2024Q4: 47,752 shares; 2025Q1: 47,848 shares; 2025Q2: 48,163 shares; 2025Q3: 59,567 shares; 2025Q4: 109,477 shares; 2026Q1: 131,471 shares; 2026Q2: 164,862 shares 164,862 $5.27M 0.27% +33,391 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,255 shares; 2024Q4: 65,155 shares; 2025Q1: 67,105 shares; 2025Q2: 72,930 shares; 2025Q3: 84,395 shares; 2025Q4: 87,670 shares; 2026Q1: 88,395 shares; 2026Q2: 91,145 shares 91,145 $5.13M 0.26% +2,750 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: 80,383 shares; 2024Q4: 68,161 shares; 2025Q1: 65,660 shares; 2025Q2: 60,494 shares; 2025Q3: 48,709 shares; 2025Q4: 40,599 shares; 2026Q1: 32,410 shares; 2026Q2: 27,640 shares 27,640 $5.11M 0.26% -4,770 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,146 shares; 2024Q4: 134,816 shares; 2025Q1: 125,616 shares; 2025Q2: 122,031 shares; 2025Q3: 111,028 shares; 2025Q4: 112,204 shares; 2026Q1: 119,304 shares; 2026Q2: 120,304 shares 120,304 $5.1M 0.26% +1,000 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: 131,855 shares; 2024Q4: 137,768 shares; 2025Q1: 136,384 shares; 2025Q2: 139,571 shares; 2025Q3: 124,056 shares; 2025Q4: 112,136 shares; 2026Q1: 117,696 shares; 2026Q2: 116,721 shares 116,721 $4.94M 0.25% -975 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: 31,191 shares; 2024Q4: 22,236 shares; 2025Q1: 7,553 shares; 2025Q2: 4,383 shares; 2025Q3: 3,023 shares; 2025Q4: 5,273 shares; 2026Q1: 9,737 shares; 2026Q2: 8,385 shares 8,385 $4.87M 0.25% -1,352 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,389 shares; 2024Q4: 38,380 shares; 2025Q1: 35,288 shares; 2025Q2: 32,818 shares; 2025Q3: 30,633 shares; 2025Q4: 29,030 shares; 2026Q1: 29,930 shares; 2026Q2: 29,645 shares 29,645 $4.85M 0.25% -285 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899 shares; 2024Q4: 1,053 shares; 2025Q1: 6,886 shares; 2025Q2: 8,391 shares; 2025Q3: 12,292 shares; 2025Q4: 14,258 shares; 2026Q1: 19,309 shares; 2026Q2: 18,686 shares 18,686 $4.64M 0.24% -623 Timeline SJNK 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: 184,385 shares; 2024Q4: 184,385 shares; 2025Q1: 182,049 shares; 2025Q2: 180,854 shares; 2025Q3: 180,854 shares; 2025Q4: 178,387 shares; 2026Q1: 176,397 shares; 2026Q2: 174,887 shares 174,887 $4.38M 0.22% -1,510 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: 74,869 shares; 2024Q4: 61,726 shares; 2025Q1: 47,925 shares; 2025Q2: 37,261 shares; 2025Q3: 33,275 shares; 2025Q4: 32,668 shares; 2026Q1: 32,125 shares; 2026Q2: 32,110 shares 32,110 $4.35M 0.22% -15 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: 8,227 shares; 2024Q4: 8,550 shares; 2025Q1: 9,204 shares; 2025Q2: 10,401 shares; 2025Q3: 10,188 shares; 2025Q4: 10,244 shares; 2026Q1: 10,208 shares; 2026Q2: 9,896 shares 9,896 $4.16M 0.21% -312 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: 44,955 shares; 2024Q4: 47,131 shares; 2025Q1: 52,762 shares; 2025Q2: 52,915 shares; 2025Q3: 54,154 shares; 2025Q4: 63,614 shares; 2026Q1: 65,789 shares; 2026Q2: 71,594 shares 71,594 $4.08M 0.21% +5,805 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 879 shares; 2025Q1: 1,278 shares; 2025Q2: 957 shares; 2025Q3: 1,068 shares; 2025Q4: 1,630 shares; 2026Q1: 1,707 shares; 2026Q2: 2,010 shares 2,010 $4M 0.2% +303 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,900 shares; 2024Q4: 81,600 shares; 2025Q1: 118,800 shares; 2025Q2: 124,300 shares; 2025Q3: 145,649 shares; 2025Q4: 172,648 shares; 2026Q1: 191,374 shares; 2026Q2: 196,499 shares 196,499 $3.99M 0.2% +5,125 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: 59,408 shares; 2024Q4: 60,726 shares; 2025Q1: 53,559 shares; 2025Q2: 49,918 shares; 2025Q3: 46,663 shares; 2025Q4: 44,992 shares; 2026Q1: 44,758 shares; 2026Q2: 44,758 shares 44,758 $3.93M 0.2% 0 Timeline JPST 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: 86,890 shares; 2024Q4: 86,440 shares; 2025Q1: 86,040 shares; 2025Q2: 83,505 shares; 2025Q3: 79,065 shares; 2025Q4: 78,065 shares; 2026Q1: 77,140 shares; 2026Q2: 75,770 shares 75,770 $3.83M 0.2% -1,370 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: 12,892 shares; 2024Q4: 11,812 shares; 2025Q1: 12,824 shares; 2025Q2: 9,218 shares; 2025Q3: 8,628 shares; 2025Q4: 9,182 shares; 2026Q1: 9,398 shares; 2026Q2: 7,571 shares 7,571 $3.8M 0.19% -1,827 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: 3,347 shares; 2024Q4: 7,755 shares; 2025Q1: 7,780 shares; 2025Q2: 7,174 shares; 2025Q3: 7,404 shares; 2025Q4: 9,069 shares; 2026Q1: 10,338 shares; 2026Q2: 12,252 shares 12,252 $3.56M 0.18% +1,914 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: 3,615 shares; 2025Q1: 3,813 shares; 2025Q2: 13,799 shares; 2025Q3: 18,524 shares; 2025Q4: 21,614 shares; 2026Q1: 21,975 shares; 2026Q2: 23,290 shares 23,290 $3.53M 0.18% +1,315 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,055 shares; 2024Q4: 101,575 shares; 2025Q1: 91,075 shares; 2025Q2: 88,925 shares; 2025Q3: 84,968 shares; 2025Q4: 85,423 shares; 2026Q1: 82,823 shares; 2026Q2: 82,023 shares 82,023 $3.3M 0.17% -800 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,650 shares; 2024Q4: 21,173 shares; 2025Q1: 19,035 shares; 2025Q2: 15,545 shares; 2025Q3: 14,890 shares; 2025Q4: 14,177 shares; 2026Q1: 14,395 shares; 2026Q2: 14,910 shares 14,910 $3.07M 0.16% +515 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,748 shares; 2024Q4: 169,948 shares; 2025Q1: 154,148 shares; 2025Q2: 153,848 shares; 2025Q3: 154,448 shares; 2025Q4: 153,848 shares; 2026Q1: 152,183 shares; 2026Q2: 148,783 shares 148,783 $3.03M 0.16% -3,400 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares; 2025Q4: 1,624 shares; 2026Q1: 1,687 shares; 2026Q2: 3,124 shares 3,124 $3.01M 0.15% +1,437 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: 14,950 shares; 2024Q4: 14,740 shares; 2025Q1: 14,475 shares; 2025Q2: 11,585 shares; 2025Q3: 13,408 shares; 2025Q4: 13,458 shares; 2026Q1: 12,893 shares; 2026Q2: 12,948 shares 12,948 $2.9M 0.15% +55 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: 2,229 shares; 2024Q4: 2,256 shares; 2025Q1: 2,107 shares; 2025Q2: 2,064 shares; 2025Q3: 2,264 shares; 2025Q4: 3,031 shares; 2026Q1: 2,957 shares; 2026Q2: 2,559 shares 2,559 $2.73M 0.14% -398 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309,189 shares; 2024Q4: 296,474 shares; 2025Q1: 279,709 shares; 2025Q2: 272,591 shares; 2025Q3: 300,657 shares; 2025Q4: 271,257 shares; 2026Q1: 214,523 shares; 2026Q2: 162,957 shares 162,957 $2.67M 0.14% -51,566 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,776 shares; 2024Q4: 3,774 shares; 2025Q1: 3,802 shares; 2025Q2: 4,200 shares; 2025Q3: 4,149 shares; 2025Q4: 4,925 shares; 2026Q1: 4,869 shares; 2026Q2: 4,626 shares 4,626 $2.61M 0.13% -243 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: 6,935 shares; 2024Q4: 7,295 shares; 2025Q1: 3,595 shares; 2025Q2: 3,395 shares; 2025Q3: 5,495 shares; 2025Q4: 5,995 shares; 2026Q1: 5,770 shares; 2026Q2: 6,370 shares 6,370 $2.56M 0.13% +600 Timeline FBCG 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: 33,283 shares; 2024Q4: 33,621 shares; 2025Q1: 36,412 shares; 2025Q2: 38,935 shares; 2025Q3: 41,062 shares; 2025Q4: 40,772 shares; 2026Q1: 41,756 shares; 2026Q2: 40,059 shares 40,059 $2.49M 0.13% -1,697 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: 13,784 shares; 2024Q4: 13,792 shares; 2025Q1: 13,696 shares; 2025Q2: 11,967 shares; 2025Q3: 11,389 shares; 2025Q4: 9,074 shares; 2026Q1: 8,325 shares; 2026Q2: 7,880 shares 7,880 $2.35M 0.12% -445 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: 38,829 shares; 2024Q4: 38,086 shares; 2025Q1: 38,419 shares; 2025Q2: 36,944 shares; 2025Q3: 33,592 shares; 2025Q4: 33,924 shares; 2026Q1: 24,414 shares; 2026Q2: 14,628 shares 14,628 $2.29M 0.12% -9,786 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: 16,545 shares; 2024Q4: 16,199 shares; 2025Q1: 16,601 shares; 2025Q2: 15,041 shares; 2025Q3: 14,140 shares; 2025Q4: 14,492 shares; 2026Q1: 14,327 shares; 2026Q2: 13,741 shares 13,741 $2.02M 0.1% -586 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: 31,689 shares; 2024Q4: 30,267 shares; 2025Q1: 21,452 shares; 2025Q2: 9,037 shares; 2025Q3: 6,303 shares; 2025Q4: 5,786 shares; 2026Q1: 4,695 shares; 2026Q2: 4,521 shares 4,521 $1.88M 0.1% -174 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: 19,206 shares; 2024Q4: 18,738 shares; 2025Q1: 20,788 shares; 2025Q2: 18,025 shares; 2025Q3: 19,450 shares; 2025Q4: 18,920 shares; 2026Q1: 17,673 shares; 2026Q2: 17,838 shares 17,838 $1.82M 0.09% +165 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: 15,900 shares; 2024Q4: 15,100 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 7,470 shares; 2026Q1: 6,925 shares; 2026Q2: 6,788 shares 6,788 $1.71M 0.09% -137 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: 13,952 shares; 2024Q4: 14,740 shares; 2025Q1: 15,387 shares; 2025Q2: 15,866 shares; 2025Q3: 15,338 shares; 2025Q4: 13,508 shares; 2026Q1: 13,375 shares; 2026Q2: 17,076 shares 17,076 $1.64M 0.08% +3,701 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: 63,647 shares; 2024Q4: 38,739 shares; 2025Q1: 22,975 shares; 2025Q2: 18,200 shares; 2025Q3: 14,277 shares; 2025Q4: 12,612 shares; 2026Q1: 12,302 shares; 2026Q2: 12,132 shares 12,132 $1.56M 0.08% -170 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: 24,346 shares; 2024Q4: 15,332 shares; 2025Q1: 16,362 shares; 2025Q2: 12,253 shares; 2025Q3: 9,962 shares; 2025Q4: 9,962 shares; 2026Q1: 9,962 shares; 2026Q2: 9,962 shares 9,962 $1.39M 0.07% 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: 8,041 shares; 2024Q4: 7,849 shares; 2025Q1: 7,640 shares; 2025Q2: 7,555 shares; 2025Q3: 7,378 shares; 2025Q4: 7,340 shares; 2026Q1: 7,302 shares; 2026Q2: 6,696 shares 6,696 $1.27M 0.07% -606 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: 74,217 shares; 2024Q4: 51,951 shares; 2025Q1: 37,903 shares; 2025Q2: 36,319 shares; 2025Q3: 34,858 shares; 2025Q4: 27,305 shares; 2026Q1: 21,487 shares; 2026Q2: 20,764 shares 20,764 $1.2M 0.06% -723 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: 8,132 shares; 2024Q4: 8,134 shares; 2025Q1: 7,944 shares; 2025Q2: 7,559 shares; 2025Q3: 4,120 shares; 2025Q4: 3,965 shares; 2026Q1: 3,851 shares; 2026Q2: 3,386 shares 3,386 $1.17M 0.06% -465 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: 1,481 shares; 2024Q4: 1,422 shares; 2025Q1: 1,489 shares; 2025Q2: 1,599 shares; 2025Q3: 1,641 shares; 2025Q4: 18,751 shares; 2026Q1: 16,301 shares; 2026Q2: 15,776 shares 15,776 $1.13M 0.06% -525 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: 5,793 shares; 2025Q1: 5,936 shares; 2025Q2: 5,789 shares; 2025Q3: 7,146 shares; 2025Q4: 6,167 shares; 2026Q1: 6,167 shares; 2026Q2: 6,167 shares 6,167 $1.09M 0.06% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,770 shares; 2024Q4: 28,270 shares; 2025Q1: 27,270 shares; 2025Q2: 27,270 shares; 2025Q3: 27,270 shares; 2025Q4: 10,495 shares; 2026Q1: 8,929 shares; 2026Q2: 7,895 shares 7,895 $924K 0.05% -1,034 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: 16,123 shares; 2024Q4: 15,368 shares; 2025Q1: 14,396 shares; 2025Q2: 12,273 shares; 2025Q3: 8,558 shares; 2025Q4: 8,781 shares; 2026Q1: 6,952 shares; 2026Q2: 4,843 shares 4,843 $922K 0.05% -2,109 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,613 shares; 2024Q4: 11,363 shares; 2025Q1: 11,738 shares; 2025Q2: 12,184 shares; 2025Q3: 12,584 shares; 2025Q4: 12,312 shares; 2026Q1: 11,988 shares; 2026Q2: 12,113 shares 12,113 $918K 0.05% +125 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 814 shares; 2025Q1: 1,009 shares; 2025Q2: 814 shares; 2025Q3: 789 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $878K 0.04% 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: 13,476 shares; 2024Q4: 13,418 shares; 2025Q1: 12,317 shares; 2025Q2: 13,581 shares; 2025Q3: 12,792 shares; 2025Q4: 12,813 shares; 2026Q1: 11,768 shares; 2026Q2: 9,505 shares 9,505 $863K 0.04% -2,263 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: 2,186 shares; 2025Q3: not reported; 2025Q4: 1,712 shares; 2026Q1: 5,661 shares; 2026Q2: 6,912 shares 6,912 $806K 0.04% +1,251 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,160 shares; 2024Q4: 8,485 shares; 2025Q1: 7,305 shares; 2025Q2: 6,320 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares; 2026Q1: 5,950 shares; 2026Q2: 5,805 shares 5,805 $705K 0.04% -145 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: 3,176 shares; 2024Q4: 3,047 shares; 2025Q1: 3,208 shares; 2025Q2: 3,211 shares; 2025Q3: 3,183 shares; 2025Q4: 3,183 shares; 2026Q1: 3,133 shares; 2026Q2: 3,133 shares 3,133 $702K 0.04% 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 598 shares; 2025Q4: 393 shares; 2026Q1: 393 shares; 2026Q2: 393 shares 393 $667K 0.03% 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: 11,460 shares; 2024Q4: 11,392 shares; 2025Q1: 11,463 shares; 2025Q2: 10,392 shares; 2025Q3: 10,392 shares; 2025Q4: 10,021 shares; 2026Q1: 10,253 shares; 2026Q2: 9,713 shares 9,713 $664K 0.03% -540 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: 3,434 shares; 2024Q4: 3,377 shares; 2025Q1: 3,090 shares; 2025Q2: 2,587 shares; 2025Q3: 2,387 shares; 2025Q4: 2,315 shares; 2026Q1: 2,345 shares; 2026Q2: 2,191 shares 2,191 $658K 0.03% -154 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,876 shares; 2024Q4: 6,826 shares; 2025Q1: 6,346 shares; 2025Q2: 6,028 shares; 2025Q3: 5,846 shares; 2025Q4: 6,043 shares; 2026Q1: 6,099 shares; 2026Q2: 6,099 shares 6,099 $634K 0.03% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,865 shares; 2024Q4: 2,820 shares; 2025Q1: 6,320 shares; 2025Q2: 6,830 shares; 2025Q3: 3,460 shares; 2025Q4: 6,520 shares; 2026Q1: 6,420 shares; 2026Q2: 6,520 shares 6,520 $631K 0.03% +100 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,225 shares; 2026Q1: 1,375 shares; 2026Q2: 1,410 shares 1,410 $611K 0.03% +35 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: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 798 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 953 shares; 2026Q2: 803 shares 803 $600K 0.03% -150 Timeline JMST 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: 11,750 shares; 2024Q4: 11,750 shares; 2025Q1: 11,750 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares; 2026Q1: 11,750 shares; 2026Q2: 11,750 shares 11,750 $599K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: 887 shares; 2025Q3: 931 shares; 2025Q4: 2,050 shares; 2026Q1: 1,684 shares; 2026Q2: 1,769 shares 1,769 $599K 0.03% +85 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: 2,300 shares; 2024Q4: 2,350 shares; 2025Q1: 2,300 shares; 2025Q2: 2,314 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares; 2026Q1: 2,836 shares; 2026Q2: 2,636 shares 2,636 $588K 0.03% -200 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 914 shares; 2026Q1: 875 shares; 2026Q2: 800 shares 800 $578K 0.03% -75 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,800 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 5,000 shares; 2025Q3: 4,600 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $551K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 5,539 shares; 2025Q2: 3,622 shares; 2025Q3: 3,622 shares; 2025Q4: 3,522 shares; 2026Q1: 3,522 shares; 2026Q2: 3,022 shares 3,022 $547K 0.03% -500 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: 1,743 shares; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 1,720 shares; 2025Q3: 2,620 shares; 2025Q4: 3,470 shares; 2026Q1: 2,385 shares; 2026Q2: 2,395 shares 2,395 $518K 0.03% +10 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,842 shares; 2024Q4: 11,442 shares; 2025Q1: 9,327 shares; 2025Q2: 8,877 shares; 2025Q3: 8,627 shares; 2025Q4: 7,615 shares; 2026Q1: 6,528 shares; 2026Q2: 5,059 shares 5,059 $517K 0.03% -1,469 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: 1,142 shares; 2024Q4: 1,235 shares; 2025Q1: 1,497 shares; 2025Q2: 1,465 shares; 2025Q3: 1,025 shares; 2025Q4: 1,210 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $463K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429 $455K 0.02% 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: 724 shares; 2024Q4: 724 shares; 2025Q1: 729 shares; 2025Q2: 774 shares; 2025Q3: 799 shares; 2025Q4: 699 shares; 2026Q1: 719 shares; 2026Q2: 600 shares 600 $442K 0.02% -119 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: 999 shares; 2025Q1: 1,014 shares; 2025Q2: 1,015 shares; 2025Q3: 1,014 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839 $442K 0.02% 0 Timeline JYNT JOINT CORP More: the full row for JOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $439K 0.02% 0 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: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 705 shares; 2025Q4: 680 shares; 2026Q1: 780 shares; 2026Q2: 582 shares 582 $436K 0.02% -198 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,744 shares; 2025Q2: 45,479 shares; 2025Q3: 56,486 shares; 2025Q4: 55,155 shares; 2026Q1: 30,509 shares; 2026Q2: 10,059 shares 10,059 $429K 0.02% -20,450 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 1,188 shares; 2025Q1: 1,293 shares; 2025Q2: 1,940 shares; 2025Q3: 725 shares; 2025Q4: 572 shares; 2026Q1: 572 shares; 2026Q2: 591 shares 591 $406K 0.02% +19 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: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,128 shares; 2026Q2: 1,028 shares 1,028 $381K 0.02% -100 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 913 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $380K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $366K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 767 shares; 2025Q3: 1,193 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares; 2026Q2: 1,117 shares 1,117 $355K 0.02% -200 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,257 shares; 2025Q2: 6,274 shares; 2025Q3: 6,257 shares; 2025Q4: 6,275 shares; 2026Q1: 6,275 shares; 2026Q2: 4,918 shares 4,918 $354K 0.02% -1,357 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,796 shares; 2024Q4: 8,796 shares; 2025Q1: 8,796 shares; 2025Q2: 8,796 shares; 2025Q3: 8,796 shares; 2025Q4: 7,396 shares; 2026Q1: 5,396 shares; 2026Q2: 5,396 shares 5,396 $354K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 3,971 shares; 2025Q2: 3,971 shares; 2025Q3: 3,971 shares; 2025Q4: 3,971 shares; 2026Q1: 3,971 shares; 2026Q2: 3,971 shares 3,971 $345K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,294 shares 1,294 $331K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946 shares; 2024Q4: 946 shares; 2025Q1: 961 shares; 2025Q2: 936 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 745 shares; 2026Q2: 2,660 shares 2,660 $330K 0.02% +1,915 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 1,020 shares; 2025Q1: not reported; 2025Q2: 925 shares; 2025Q3: 920 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $326K 0.02% 0 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 852 shares; 2025Q3: 925 shares; 2025Q4: 871 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $298K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 496 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $292K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,749 shares; 2024Q4: 4,052 shares; 2025Q1: 4,052 shares; 2025Q2: 3,795 shares; 2025Q3: 3,792 shares; 2025Q4: 3,792 shares; 2026Q1: 3,772 shares; 2026Q2: 3,697 shares 3,697 $280K 0.01% -75 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,084 shares; 2025Q2: 22,084 shares; 2025Q3: 22,084 shares; 2025Q4: 22,084 shares; 2026Q1: 13,372 shares; 2026Q2: 10,872 shares 10,872 $276K 0.01% -2,500 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: 514 shares; 2024Q4: 515 shares; 2025Q1: 514 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $266K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 682 shares; 2025Q1: 645 shares; 2025Q2: 705 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 658 shares 658 $262K 0.01% 0 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: 1,554 shares; 2024Q4: 1,416 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares; 2026Q2: 1,181 shares 1,181 $260K 0.01% -135 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,394 shares; 2024Q4: 7,394 shares; 2025Q1: 5,394 shares; 2025Q2: 5,394 shares; 2025Q3: 5,200 shares; 2025Q4: 2,993 shares; 2026Q1: 2,991 shares; 2026Q2: 1,500 shares 1,500 $250K 0.01% -1,491 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,327 shares; 2026Q1: 2,112 shares; 2026Q2: 2,112 shares 2,112 $243K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,572 shares; 2026Q2: 1,464 shares 1,464 $232K 0.01% -108 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,431 shares; 2026Q2: 3,431 shares 3,431 $227K 0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 820 shares 820 $219K 0.01% new 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: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $217K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,033 shares 1,033 $214K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares 656 $206K 0.01% new Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $56.8K <0.01% 0 Timeline