ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,370 shares; 2024Q4: 19,600 shares; 2025Q1: 19,980 shares; 2025Q2: 20,569 shares; 2025Q3: 20,569 shares; 2025Q4: 20,609 shares; 2026Q1: 20,904 shares; 2026Q2: 26,234 shares 26,234 $6.6M 3.15% +5,330 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING 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: 13,845 shares; 2025Q4: 16,580 shares; 2026Q1: 20,095 shares; 2026Q2: 39,067 shares 39,067 $6.21M 2.96% +18,972 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: 31,865 shares; 2024Q4: 31,625 shares; 2025Q1: 32,500 shares; 2025Q2: 32,840 shares; 2025Q3: 33,070 shares; 2025Q4: 35,300 shares; 2026Q1: 34,545 shares; 2026Q2: 35,056 shares 35,056 $5.81M 2.77% +511 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: 21,647 shares; 2024Q4: 22,023 shares; 2025Q1: 30,037 shares; 2025Q2: 58,930 shares; 2025Q3: 60,585 shares; 2025Q4: 61,600 shares; 2026Q1: 40,860 shares; 2026Q2: 41,328 shares 41,328 $5.31M 2.53% +468 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: 6,396 shares; 2024Q4: 6,996 shares; 2025Q1: 7,594 shares; 2025Q2: 7,494 shares; 2025Q3: 7,454 shares; 2025Q4: 27,337 shares; 2026Q1: 42,882 shares; 2026Q2: 47,952 shares 47,952 $5.26M 2.51% +5,070 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: 21,307 shares; 2024Q4: 20,037 shares; 2025Q1: 50,162 shares; 2025Q2: 54,492 shares; 2025Q3: 52,912 shares; 2025Q4: 52,550 shares; 2026Q1: 50,287 shares; 2026Q2: 48,357 shares 48,357 $5.16M 2.46% -1,930 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: 13,791 shares; 2024Q4: 17,780 shares; 2025Q1: 19,995 shares; 2025Q2: 19,785 shares; 2025Q3: 20,020 shares; 2025Q4: 20,485 shares; 2026Q1: 19,582 shares; 2026Q2: 19,714 shares 19,714 $5.01M 2.39% +132 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,686 shares; 2024Q4: 40,626 shares; 2025Q1: 55,201 shares; 2025Q2: 65,406 shares; 2025Q3: 63,626 shares; 2025Q4: 66,056 shares; 2026Q1: 64,056 shares; 2026Q2: 61,071 shares 61,071 $4.67M 2.23% -2,985 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: 12,292 shares; 2024Q4: 12,648 shares; 2025Q1: 13,261 shares; 2025Q2: 13,628 shares; 2025Q3: 13,788 shares; 2025Q4: 12,819 shares; 2026Q1: 12,454 shares; 2026Q2: 12,604 shares 12,604 $4.56M 2.18% +150 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: 99,535 shares; 2024Q4: 94,610 shares; 2025Q1: 87,180 shares; 2025Q2: 81,790 shares; 2025Q3: 79,985 shares; 2025Q4: 80,200 shares; 2026Q1: 78,695 shares; 2026Q2: 78,635 shares 78,635 $4.48M 2.14% -60 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,165 shares; 2025Q4: 9,505 shares; 2026Q1: 10,195 shares; 2026Q2: 15,645 shares 15,645 $4.31M 2.06% +5,450 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: 16,501 shares; 2024Q4: 15,277 shares; 2025Q1: 15,392 shares; 2025Q2: 14,547 shares; 2025Q3: 15,053 shares; 2025Q4: 14,937 shares; 2026Q1: 14,750 shares; 2026Q2: 14,769 shares 14,769 $4.27M 2.04% +19 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,590 shares; 2024Q4: 49,395 shares; 2025Q1: 51,720 shares; 2025Q2: 51,505 shares; 2025Q3: 50,870 shares; 2025Q4: 53,245 shares; 2026Q1: 54,650 shares; 2026Q2: 76,455 shares 76,455 $4.25M 2.03% +21,805 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 45,086 shares; 2025Q4: 47,250 shares; 2026Q1: 47,825 shares; 2026Q2: 48,660 shares 48,660 $4.23M 2.02% +835 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: 54,960 shares; 2024Q4: 88,100 shares; 2025Q1: 91,265 shares; 2025Q2: 86,805 shares; 2025Q3: 84,470 shares; 2025Q4: 84,740 shares; 2026Q1: 86,475 shares; 2026Q2: 86,740 shares 86,740 $4.03M 1.92% +265 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: 41,852 shares; 2024Q4: 41,117 shares; 2025Q1: 42,480 shares; 2025Q2: 43,925 shares; 2025Q3: 43,450 shares; 2025Q4: 42,945 shares; 2026Q1: 39,165 shares; 2026Q2: 23,095 shares 23,095 $3.92M 1.87% -16,070 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: 21,213 shares; 2024Q4: 21,813 shares; 2025Q1: 23,308 shares; 2025Q2: 23,768 shares; 2025Q3: 23,733 shares; 2025Q4: 24,673 shares; 2026Q1: 24,423 shares; 2026Q2: 24,838 shares 24,838 $3.89M 1.86% +415 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,949 shares; 2024Q4: 53,840 shares; 2025Q1: 54,476 shares; 2025Q2: 53,775 shares; 2025Q3: 55,031 shares; 2025Q4: 55,798 shares; 2026Q1: 53,208 shares; 2026Q2: 32,763 shares 32,763 $3.85M 1.84% -20,445 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: 10,404 shares; 2024Q4: 10,344 shares; 2025Q1: 10,444 shares; 2025Q2: 10,694 shares; 2025Q3: 10,949 shares; 2025Q4: 11,124 shares; 2026Q1: 10,969 shares; 2026Q2: 11,284 shares 11,284 $3.84M 1.84% +315 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,475 shares; 2024Q4: 39,410 shares; 2025Q1: 35,420 shares; 2025Q2: 34,755 shares; 2025Q3: 37,905 shares; 2025Q4: 38,880 shares; 2026Q1: 40,495 shares; 2026Q2: 41,880 shares 41,880 $3.82M 1.82% +1,385 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: 201,335 shares; 2024Q4: 194,121 shares; 2025Q1: 102,789 shares; 2025Q2: 98,334 shares; 2025Q3: 100,753 shares; 2025Q4: 113,178 shares; 2026Q1: 114,233 shares; 2026Q2: 116,343 shares 116,343 $3.72M 1.78% +2,110 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,864 shares; 2024Q4: 25,864 shares; 2025Q1: 25,864 shares; 2025Q2: 25,864 shares; 2025Q3: 25,964 shares; 2025Q4: 25,964 shares; 2026Q1: 25,954 shares; 2026Q2: 25,954 shares 25,954 $3.71M 1.77% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,922 shares; 2024Q4: 12,997 shares; 2025Q1: 13,197 shares; 2025Q2: 13,370 shares; 2025Q3: 13,615 shares; 2025Q4: 16,210 shares; 2026Q1: 15,480 shares; 2026Q2: 15,015 shares 15,015 $3.7M 1.76% -465 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,780 shares; 2024Q4: 54,265 shares; 2025Q1: 56,910 shares; 2025Q2: 58,625 shares; 2025Q3: 57,515 shares; 2025Q4: 62,690 shares; 2026Q1: 63,090 shares; 2026Q2: 64,310 shares 64,310 $3.68M 1.76% +1,220 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: 43,495 shares; 2024Q4: 44,380 shares; 2025Q1: 48,315 shares; 2025Q2: 48,390 shares; 2025Q3: 46,675 shares; 2025Q4: 45,490 shares; 2026Q1: 40,990 shares; 2026Q2: 26,250 shares 26,250 $3.67M 1.75% -14,740 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,975 shares; 2025Q3: 91,420 shares; 2025Q4: 79,580 shares; 2026Q1: 75,230 shares; 2026Q2: 97,025 shares 97,025 $3.56M 1.7% +21,795 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,873 shares 85,873 $3.55M 1.69% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,740 shares; 2024Q4: 57,555 shares; 2025Q1: 53,490 shares; 2025Q2: 51,995 shares; 2025Q3: 44,740 shares; 2025Q4: 39,205 shares; 2026Q1: 35,900 shares; 2026Q2: 37,680 shares 37,680 $3.52M 1.68% +1,780 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,365 shares; 2024Q4: 63,775 shares; 2025Q1: 35,300 shares; 2025Q2: 35,795 shares; 2025Q3: 36,270 shares; 2025Q4: 36,870 shares; 2026Q1: 38,415 shares; 2026Q2: 38,170 shares 38,170 $3.41M 1.63% -245 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,298 shares; 2026Q1: 52,201 shares; 2026Q2: 55,965 shares 55,965 $3.36M 1.61% +3,764 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,257 shares; 2024Q4: 23,957 shares; 2025Q1: 28,282 shares; 2025Q2: 28,600 shares; 2025Q3: 26,040 shares; 2025Q4: 26,280 shares; 2026Q1: 26,050 shares; 2026Q2: 29,430 shares 29,430 $3.31M 1.58% +3,380 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,850 shares; 2024Q4: 23,005 shares; 2025Q1: 25,150 shares; 2025Q2: 26,850 shares; 2025Q3: 26,720 shares; 2025Q4: 27,740 shares; 2026Q1: 28,015 shares; 2026Q2: 27,695 shares 27,695 $3.23M 1.54% -320 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,290 shares; 2024Q4: 30,840 shares; 2025Q1: 32,055 shares; 2025Q2: 31,985 shares; 2025Q3: 30,710 shares; 2025Q4: 32,342 shares; 2026Q1: 33,377 shares; 2026Q2: 33,747 shares 33,747 $3.23M 1.54% +370 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,399 shares; 2024Q4: 13,484 shares; 2025Q1: 14,519 shares; 2025Q2: 16,379 shares; 2025Q3: 16,624 shares; 2025Q4: 16,829 shares; 2026Q1: 17,339 shares; 2026Q2: 18,424 shares 18,424 $3.1M 1.48% +1,085 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,886 shares; 2024Q4: 20,036 shares; 2025Q1: 20,651 shares; 2025Q2: 21,711 shares; 2025Q3: 21,911 shares; 2025Q4: 22,371 shares; 2026Q1: 22,236 shares; 2026Q2: 22,386 shares 22,386 $2.83M 1.35% +150 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,215 shares; 2024Q4: 193,540 shares; 2025Q1: 193,530 shares; 2025Q2: 188,845 shares; 2025Q3: 189,620 shares; 2025Q4: 194,045 shares; 2026Q1: 157,735 shares; 2026Q2: 155,800 shares 155,800 $2.69M 1.29% -1,935 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: 25,210 shares; 2024Q4: 26,340 shares; 2025Q1: 30,240 shares; 2025Q2: 32,705 shares; 2025Q3: 32,890 shares; 2025Q4: 33,610 shares; 2026Q1: 34,028 shares; 2026Q2: 34,330 shares 34,330 $2.66M 1.27% +302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,015 shares 34,015 $2.66M 1.27% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,525 shares; 2025Q2: 23,020 shares; 2025Q3: 24,121 shares; 2025Q4: 24,261 shares; 2026Q1: 24,311 shares; 2026Q2: 11,776 shares 11,776 $2.62M 1.25% -12,535 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: 7,650 shares; 2024Q4: 8,248 shares; 2025Q1: 7,018 shares; 2025Q2: 7,018 shares; 2025Q3: 7,042 shares; 2025Q4: 7,464 shares; 2026Q1: 6,844 shares; 2026Q2: 6,644 shares 6,644 $2.35M 1.12% -200 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: 42,887 shares; 2024Q4: 45,237 shares; 2025Q1: 48,239 shares; 2025Q2: 48,444 shares; 2025Q3: 48,655 shares; 2025Q4: 48,915 shares; 2026Q1: 48,765 shares; 2026Q2: 51,066 shares 51,066 $2.16M 1.03% +2,301 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: 67,645 shares; 2024Q4: 51,450 shares; 2025Q1: 54,960 shares; 2025Q2: 55,895 shares; 2025Q3: 57,385 shares; 2025Q4: 58,740 shares; 2026Q1: 57,510 shares; 2026Q2: 32,528 shares 32,528 $2.16M 1.03% -24,982 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: 4,211 shares; 2024Q4: 4,303 shares; 2025Q1: 4,714 shares; 2025Q2: 4,714 shares; 2025Q3: 4,882 shares; 2025Q4: 5,007 shares; 2026Q1: 5,087 shares; 2026Q2: 5,079 shares 5,079 $1.89M 0.9% -8 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,063 shares; 2024Q4: 30,348 shares; 2025Q1: 34,608 shares; 2025Q2: 32,975 shares; 2025Q3: 21,305 shares; 2025Q4: 32,555 shares; 2026Q1: 34,480 shares; 2026Q2: 34,690 shares 34,690 $1.83M 0.87% +210 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,445 shares; 2025Q2: 60,015 shares; 2025Q3: 77,930 shares; 2025Q4: 75,410 shares; 2026Q1: 76,125 shares; 2026Q2: 71,065 shares 71,065 $1.74M 0.83% -5,060 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,945 shares; 2024Q4: 451,945 shares; 2025Q1: 451,945 shares; 2025Q2: 451,945 shares; 2025Q3: 451,945 shares; 2025Q4: 451,945 shares; 2026Q1: 451,945 shares; 2026Q2: 451,945 shares 451,945 $1.74M 0.83% 0 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: 20,395 shares; 2024Q4: 20,615 shares; 2025Q1: 20,140 shares; 2025Q2: 22,495 shares; 2025Q3: 24,185 shares; 2025Q4: 26,900 shares; 2026Q1: 28,930 shares; 2026Q2: 28,945 shares 28,945 $1.57M 0.75% +15 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares; 2026Q2: 1,420 shares 1,420 $1.51M 0.72% +26 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: 7,758 shares; 2024Q4: 8,282 shares; 2025Q1: 8,524 shares; 2025Q2: 8,527 shares; 2025Q3: 8,529 shares; 2025Q4: 10,269 shares; 2026Q1: 10,429 shares; 2026Q2: 10,429 shares 10,429 $1.43M 0.68% 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: 6,007 shares; 2025Q2: 6,007 shares; 2025Q3: 6,250 shares; 2025Q4: 6,274 shares; 2026Q1: 6,150 shares; 2026Q2: 4,892 shares 4,892 $1.25M 0.6% -1,258 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: 2,161 shares; 2024Q4: 2,151 shares; 2025Q1: 2,131 shares; 2025Q2: 2,031 shares; 2025Q3: 2,331 shares; 2025Q4: 2,353 shares; 2026Q1: 2,331 shares; 2026Q2: 2,331 shares 2,331 $1.17M 0.56% 0 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: 20,295 shares; 2024Q4: 17,608 shares; 2025Q1: 14,647 shares; 2025Q2: 14,097 shares; 2025Q3: 3,313 shares; 2025Q4: 3,443 shares; 2026Q1: 3,278 shares; 2026Q2: 3,334 shares 3,334 $1.09M 0.52% +56 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: 4,811 shares; 2024Q4: 4,460 shares; 2025Q1: 4,277 shares; 2025Q2: 4,277 shares; 2025Q3: 4,277 shares; 2025Q4: 4,277 shares; 2026Q1: 4,277 shares; 2026Q2: 4,277 shares 4,277 $1.06M 0.51% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,262 shares; 2024Q4: 26,262 shares; 2025Q1: 26,262 shares; 2025Q2: 26,262 shares; 2025Q3: 26,262 shares; 2025Q4: 26,262 shares; 2026Q1: 26,262 shares; 2026Q2: 26,262 shares 26,262 $1.01M 0.48% 0 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: 5,015 shares; 2024Q4: 3,245 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,575 shares; 2025Q4: 2,612 shares; 2026Q1: 2,362 shares; 2026Q2: 2,479 shares 2,479 $886K 0.42% +117 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: 3,213 shares; 2024Q4: 3,033 shares; 2025Q1: 3,433 shares; 2025Q2: 3,433 shares; 2025Q3: 3,629 shares; 2025Q4: 3,558 shares; 2026Q1: 3,578 shares; 2026Q2: 3,667 shares 3,667 $874K 0.42% +89 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: 4,785 shares; 2024Q4: 3,355 shares; 2025Q1: 3,625 shares; 2025Q2: 4,050 shares; 2025Q3: 3,787 shares; 2025Q4: 3,762 shares; 2026Q1: 3,912 shares; 2026Q2: 3,912 shares 3,912 $853K 0.41% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,250 shares; 2024Q4: 18,500 shares; 2025Q1: 19,750 shares; 2025Q2: 19,750 shares; 2025Q3: 19,500 shares; 2025Q4: 21,250 shares; 2026Q1: 21,500 shares; 2026Q2: 21,500 shares 21,500 $808K 0.39% 0 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: 78,685 shares; 2024Q4: 75,661 shares; 2025Q1: 36,367 shares; 2025Q2: 35,792 shares; 2025Q3: 34,217 shares; 2025Q4: 35,816 shares; 2026Q1: 35,416 shares; 2026Q2: 36,666 shares 36,666 $759K 0.36% +1,250 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 2,924 shares; 2025Q4: 5,114 shares; 2026Q1: 5,114 shares; 2026Q2: 5,114 shares 5,114 $755K 0.36% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 1,832 shares; 2025Q1: 2,154 shares; 2025Q2: 2,154 shares; 2025Q3: 2,215 shares; 2025Q4: 2,224 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $708K 0.34% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 3,553 shares; 2025Q1: 3,644 shares; 2025Q2: 4,094 shares; 2025Q3: 4,509 shares; 2025Q4: 5,158 shares; 2026Q1: 5,133 shares; 2026Q2: 5,084 shares 5,084 $688K 0.33% -49 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,965 shares; 2026Q1: 1,815 shares; 2026Q2: 1,490 shares 1,490 $643K 0.31% -325 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,597 shares; 2025Q1: 2,251 shares; 2025Q2: 2,051 shares; 2025Q3: 2,038 shares; 2025Q4: 1,904 shares; 2026Q1: 1,760 shares; 2026Q2: 1,735 shares 1,735 $621K 0.3% -25 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,560 shares; 2025Q4: 1,535 shares; 2026Q1: 1,395 shares; 2026Q2: 1,677 shares 1,677 $620K 0.3% +282 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares; 2026Q2: 5,050 shares 5,050 $589K 0.28% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,168 shares; 2024Q4: 7,143 shares; 2025Q1: 7,043 shares; 2025Q2: 7,012 shares; 2025Q3: 7,012 shares; 2025Q4: 6,968 shares; 2026Q1: 7,081 shares; 2026Q2: 7,139 shares 7,139 $580K 0.28% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,951 shares; 2025Q4: 11,951 shares; 2026Q1: 11,168 shares; 2026Q2: 7,668 shares 7,668 $546K 0.26% -3,500 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: 3,895 shares; 2024Q4: 4,594 shares; 2025Q1: 5,473 shares; 2025Q2: 5,474 shares; 2025Q3: 5,721 shares; 2025Q4: 5,764 shares; 2026Q1: 5,764 shares; 2026Q2: 5,964 shares 5,964 $541K 0.26% +200 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,554 shares; 2025Q1: 73,239 shares; 2025Q2: 74,894 shares; 2025Q3: 13,145 shares; 2025Q4: 14,580 shares; 2026Q1: 15,180 shares; 2026Q2: 15,350 shares 15,350 $541K 0.26% +170 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043 shares; 2024Q4: 1,005 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 673 shares; 2026Q2: 4,500 shares 4,500 $538K 0.26% +3,827 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: 1,180 shares; 2024Q4: 1,436 shares; 2025Q1: 1,678 shares; 2025Q2: 1,678 shares; 2025Q3: 1,803 shares; 2025Q4: 1,510 shares; 2026Q1: 1,617 shares; 2026Q2: 1,617 shares 1,617 $509K 0.24% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,844 shares; 2025Q4: 2,712 shares; 2026Q1: 2,721 shares; 2026Q2: 2,732 shares 2,732 $479K 0.23% +11 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,325 shares; 2025Q2: 4,325 shares; 2025Q3: 4,800 shares; 2025Q4: 5,100 shares; 2026Q1: 5,275 shares; 2026Q2: 5,775 shares 5,775 $478K 0.23% +500 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 16,500 shares; 2026Q1: 14,500 shares; 2026Q2: 15,700 shares 15,700 $474K 0.23% +1,200 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: 2,185 shares; 2024Q4: 2,010 shares; 2025Q1: 1,700 shares; 2025Q2: 1,550 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,530 shares; 2026Q2: 1,480 shares 1,480 $463K 0.22% -50 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: 524 shares; 2024Q4: 689 shares; 2025Q1: 889 shares; 2025Q2: 874 shares; 2025Q3: 941 shares; 2025Q4: 931 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $458K 0.22% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,870 shares; 2026Q2: 1,870 shares 1,870 $452K 0.22% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437 shares; 2024Q4: 600 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 918 shares; 2025Q4: 940 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $451K 0.22% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 360 shares; 2026Q1: not reported; 2026Q2: 580 shares 580 $434K 0.21% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,727 shares; 2025Q2: 2,707 shares; 2025Q3: 2,857 shares; 2025Q4: 2,946 shares; 2026Q1: 2,946 shares; 2026Q2: 2,946 shares 2,946 $430K 0.21% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,933 shares 1,933 $427K 0.2% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $423K 0.2% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,093 shares; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,778 shares; 2025Q4: 1,778 shares; 2026Q1: 1,753 shares; 2026Q2: 1,693 shares 1,693 $411K 0.2% -60 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,182 shares; 2025Q1: 1,383 shares; 2025Q2: 1,033 shares; 2025Q3: 1,116 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $410K 0.2% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,611 shares; 2026Q2: 9,556 shares 9,556 $408K 0.19% +2,945 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,422 shares; 2024Q4: 1,125 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $392K 0.19% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,173 shares; 2024Q4: 5,286 shares; 2025Q1: 5,177 shares; 2025Q2: 5,077 shares; 2025Q3: 4,744 shares; 2025Q4: 4,564 shares; 2026Q1: 3,964 shares; 2026Q2: 3,515 shares 3,515 $379K 0.18% -449 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,312 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,137 shares; 2026Q1: 3,137 shares; 2026Q2: 2,677 shares 2,677 $366K 0.17% -460 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $362K 0.17% new 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: 2,401 shares; 2024Q4: 2,363 shares; 2025Q1: 2,225 shares; 2025Q2: 2,208 shares; 2025Q3: 2,158 shares; 2025Q4: 2,168 shares; 2026Q1: 2,170 shares; 2026Q2: 2,420 shares 2,420 $355K 0.17% +250 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: 3,120 shares; 2024Q4: 9,484 shares; 2025Q1: 9,566 shares; 2025Q2: 9,655 shares; 2025Q3: 13,550 shares; 2025Q4: 10,737 shares; 2026Q1: 10,769 shares; 2026Q2: 10,799 shares 10,799 $342K 0.16% +30 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,962 shares; 2024Q4: 48,962 shares; 2025Q1: 48,962 shares; 2025Q2: 47,462 shares; 2025Q3: 47,462 shares; 2025Q4: 47,462 shares; 2026Q1: 47,462 shares; 2026Q2: 47,462 shares 47,462 $328K 0.16% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: 1,638 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,453 shares; 2026Q1: 1,506 shares; 2026Q2: 1,506 shares 1,506 $317K 0.15% 0 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: 3,040 shares; 2026Q1: 3,040 shares; 2026Q2: 3,080 shares 3,080 $315K 0.15% +40 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,028 shares; 2025Q2: 1,948 shares; 2025Q3: 2,167 shares; 2025Q4: 2,142 shares; 2026Q1: 2,028 shares; 2026Q2: 2,028 shares 2,028 $307K 0.15% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 823 shares; 2025Q4: 798 shares; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $303K 0.14% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,661 shares; 2024Q4: 4,611 shares; 2025Q1: 4,554 shares; 2025Q2: 4,404 shares; 2025Q3: 2,953 shares; 2025Q4: 2,778 shares; 2026Q1: 2,947 shares; 2026Q2: 2,797 shares 2,797 $301K 0.14% -150 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: 1,020 shares; 2025Q3: 1,121 shares; 2025Q4: 1,046 shares; 2026Q1: 1,026 shares; 2026Q2: 975 shares 975 $294K 0.14% -51 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: 2,701 shares; 2024Q4: 2,717 shares; 2025Q1: 2,538 shares; 2025Q2: 2,438 shares; 2025Q3: 2,213 shares; 2025Q4: 2,511 shares; 2026Q1: 2,511 shares; 2026Q2: 2,486 shares 2,486 $291K 0.14% -25 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,152 shares; 2025Q2: 3,152 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,272 shares; 2026Q2: 3,272 shares 3,272 $287K 0.14% 0 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: 1,340 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $286K 0.14% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,600 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,905 shares 2,905 $285K 0.14% +205 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 771 shares 771 $284K 0.14% new Timeline QUAL 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: 1,663 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares 1,254 $275K 0.13% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares 2,850 $273K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 2,000 shares; 2026Q1: 1,900 shares; 2026Q2: 1,600 shares 1,600 $270K 0.13% -300 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: 104,970 shares; 2024Q4: 90,385 shares; 2025Q1: 110,791 shares; 2025Q2: 107,238 shares; 2025Q3: 104,018 shares; 2025Q4: 119,678 shares; 2026Q1: 124,262 shares; 2026Q2: 11,154 shares 11,154 $269K 0.13% -113,108 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 2,012 shares; 2025Q2: 1,907 shares; 2025Q3: 2,002 shares; 2025Q4: 2,013 shares; 2026Q1: 2,063 shares; 2026Q2: 2,063 shares 2,063 $268K 0.13% 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: 847 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 787 shares; 2026Q2: 787 shares 787 $266K 0.13% 0 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,394 shares; 2026Q1: 6,394 shares; 2026Q2: 6,394 shares 6,394 $261K 0.12% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,695 shares; 2026Q2: 3,095 shares 3,095 $259K 0.12% +400 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,903 shares; 2025Q2: 2,828 shares; 2025Q3: 2,978 shares; 2025Q4: 2,989 shares; 2026Q1: 2,989 shares; 2026Q2: 2,989 shares 2,989 $250K 0.12% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 3,802 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,202 shares; 2025Q4: 3,052 shares; 2026Q1: 2,877 shares; 2026Q2: 2,727 shares 2,727 $231K 0.11% -150 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,552 shares; 2025Q2: not reported; 2025Q3: 5,002 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares 4,950 $231K 0.11% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,374 shares 2,374 $229K 0.11% new 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 450 shares; 2025Q2: 340 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: not reported; 2026Q2: 225 shares 225 $228K 0.11% new 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: 2,183 shares; 2025Q4: 2,183 shares; 2026Q1: 2,183 shares; 2026Q2: 2,183 shares 2,183 $227K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: 887 shares; 2025Q2: not reported; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $226K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,973 shares 2,973 $225K 0.11% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $224K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,075 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,075 shares; 2026Q2: 6,075 shares 6,075 $223K 0.11% 0 Timeline FDL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,266 shares; 2026Q2: 4,571 shares 4,571 $222K 0.11% +305 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $217K 0.1% new Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,085 shares; 2025Q2: 2,985 shares; 2025Q3: 3,206 shares; 2025Q4: 2,831 shares; 2026Q1: 2,481 shares; 2026Q2: 2,310 shares 2,310 $212K 0.1% -171 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: not reported; 2024Q4: not reported; 2025Q1: 1,185 shares; 2025Q2: 1,085 shares; 2025Q3: 1,141 shares; 2025Q4: not reported; 2026Q1: 1,041 shares; 2026Q2: 990 shares 990 $204K 0.1% -51 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO 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: 1,529 shares; 2025Q4: not reported; 2026Q1: 1,529 shares; 2026Q2: 1,529 shares 1,529 $201K 0.1% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,198 shares; 2024Q4: 6,276 shares; 2025Q1: 6,256 shares; 2025Q2: 790 shares; 2025Q3: not reported; 2025Q4: 731 shares; 2026Q1: not reported; 2026Q2: 715 shares 715 $201K 0.1% new Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,510 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $60.9K 0.03% 0 Timeline