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: 210,037 shares; 2024Q4: 216,555 shares; 2025Q1: 217,197 shares; 2025Q2: 215,686 shares; 2025Q3: 212,345 shares; 2025Q4: 197,217 shares; 2026Q1: 202,122 shares; 2026Q2: 199,441 shares 199,441 $137M 12.27% -2,681 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: 141,366 shares; 2024Q4: 156,458 shares; 2025Q1: 158,151 shares; 2025Q2: 158,376 shares; 2025Q3: 152,428 shares; 2025Q4: 139,387 shares; 2026Q1: 139,402 shares; 2026Q2: 143,023 shares 143,023 $105M 9.43% +3,621 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,969,793 shares; 2024Q4: 1,899,569 shares; 2025Q1: 1,887,250 shares; 2025Q2: 1,888,320 shares; 2025Q3: 1,857,332 shares; 2025Q4: 1,871,735 shares; 2026Q1: 1,878,839 shares; 2026Q2: 1,859,963 shares 1,859,963 $76.2M 6.83% -18,876 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885,263 shares; 2024Q4: 866,369 shares; 2025Q1: 866,247 shares; 2025Q2: 873,652 shares; 2025Q3: 865,771 shares; 2025Q4: 830,319 shares; 2026Q1: 924,486 shares; 2026Q2: 905,594 shares 905,594 $69.8M 6.25% -18,892 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,461 shares; 2024Q4: 384,741 shares; 2025Q1: 383,938 shares; 2025Q2: 384,477 shares; 2025Q3: 377,876 shares; 2025Q4: 356,011 shares; 2026Q1: 385,520 shares; 2026Q2: 361,187 shares 361,187 $53.6M 4.8% -24,333 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449,740 shares; 2024Q4: 455,327 shares; 2025Q1: 453,166 shares; 2025Q2: 508,382 shares; 2025Q3: 502,683 shares; 2025Q4: 546,267 shares; 2026Q1: 558,240 shares; 2026Q2: 567,490 shares 567,490 $50.5M 4.52% +9,250 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877,479 shares; 2024Q4: 791,546 shares; 2025Q1: 795,847 shares; 2025Q2: 799,564 shares; 2025Q3: 784,684 shares; 2025Q4: 783,199 shares; 2026Q1: 781,325 shares; 2026Q2: 770,376 shares 770,376 $46.8M 4.19% -10,949 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,491,682 shares 1,491,682 $32.9M 2.95% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,099 shares; 2024Q4: 110,986 shares; 2025Q1: 108,765 shares; 2025Q2: 103,248 shares; 2025Q3: 99,968 shares; 2025Q4: 95,506 shares; 2026Q1: 77,065 shares; 2026Q2: 297,279 shares 297,279 $24M 2.15% +220,214 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370,946 shares; 2026Q1: 463,644 shares; 2026Q2: 501,273 shares 501,273 $21M 1.88% +37,629 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,384 shares; 2024Q4: 115,147 shares; 2025Q1: 72,599 shares; 2025Q2: 71,810 shares; 2025Q3: 71,982 shares; 2025Q4: 71,340 shares; 2026Q1: 69,186 shares; 2026Q2: 67,740 shares 67,740 $19.6M 1.76% -1,446 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: 184,943 shares; 2024Q4: 181,237 shares; 2025Q1: 103,378 shares; 2025Q2: 103,451 shares; 2025Q3: 101,575 shares; 2025Q4: 102,284 shares; 2026Q1: 99,976 shares; 2026Q2: 96,535 shares 96,535 $19.3M 1.73% -3,441 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: 89,053 shares; 2024Q4: 85,969 shares; 2025Q1: 57,924 shares; 2025Q2: 57,546 shares; 2025Q3: 56,897 shares; 2025Q4: 54,974 shares; 2026Q1: 52,943 shares; 2026Q2: 51,129 shares 51,129 $18.3M 1.64% -1,814 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,849 shares; 2024Q4: 81,467 shares; 2025Q1: 72,073 shares; 2025Q2: 54,946 shares; 2025Q3: 47,748 shares; 2025Q4: 43,178 shares; 2026Q1: 90,264 shares; 2026Q2: 176,255 shares 176,255 $17.7M 1.58% +85,991 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195,286 shares; 2026Q1: 256,058 shares; 2026Q2: 307,394 shares 307,394 $17.4M 1.56% +51,336 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585,000 shares; 2024Q4: 599,943 shares; 2025Q1: 597,191 shares; 2025Q2: 591,999 shares; 2025Q3: 576,976 shares; 2025Q4: 599,146 shares; 2026Q1: 614,512 shares; 2026Q2: 630,882 shares 630,882 $15.9M 1.42% +16,370 Timeline IBCA 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: 568,567 shares; 2026Q1: 586,917 shares; 2026Q2: 615,529 shares 615,529 $15.8M 1.41% +28,612 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,730 shares; 2024Q4: 572,653 shares; 2025Q1: 570,865 shares; 2025Q2: 566,352 shares; 2025Q3: 551,352 shares; 2025Q4: 555,895 shares; 2026Q1: 589,794 shares; 2026Q2: 610,058 shares 610,058 $15.7M 1.41% +20,264 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679,681 shares; 2024Q4: 702,409 shares; 2025Q1: 699,516 shares; 2025Q2: 693,211 shares; 2025Q3: 675,702 shares; 2025Q4: 703,778 shares; 2026Q1: 722,758 shares; 2026Q2: 741,952 shares 741,952 $15.5M 1.39% +19,194 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645,246 shares; 2024Q4: 667,244 shares; 2025Q1: 664,224 shares; 2025Q2: 658,115 shares; 2025Q3: 644,027 shares; 2025Q4: 667,192 shares; 2026Q1: 684,978 shares; 2026Q2: 702,825 shares 702,825 $15.3M 1.37% +17,847 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598,293 shares; 2024Q4: 620,143 shares; 2025Q1: 622,702 shares; 2025Q2: 616,847 shares; 2025Q3: 602,273 shares; 2025Q4: 603,395 shares; 2026Q1: 641,623 shares; 2026Q2: 655,962 shares 655,962 $15.2M 1.36% +14,339 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542,320 shares; 2024Q4: 563,736 shares; 2025Q1: 566,467 shares; 2025Q2: 557,751 shares; 2025Q3: 544,471 shares; 2025Q4: 563,080 shares; 2026Q1: 577,599 shares; 2026Q2: 591,506 shares 591,506 $14.9M 1.34% +13,907 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,505 shares; 2024Q4: 57,791 shares; 2025Q1: 37,272 shares; 2025Q2: 35,683 shares; 2025Q3: 35,660 shares; 2025Q4: 34,325 shares; 2026Q1: 35,720 shares; 2026Q2: 35,925 shares 35,925 $13.4M 1.2% +205 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,082 shares; 2024Q4: 57,421 shares; 2025Q1: 148,400 shares; 2025Q2: 240,155 shares; 2025Q3: 287,632 shares; 2025Q4: 400,877 shares; 2026Q1: 441,310 shares; 2026Q2: 512,414 shares 512,414 $13.3M 1.2% +71,104 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,997 shares; 2024Q4: 51,047 shares; 2025Q1: 50,745 shares; 2025Q2: 49,129 shares; 2025Q3: 47,362 shares; 2025Q4: 45,248 shares; 2026Q1: 31,275 shares; 2026Q2: 30,205 shares 30,205 $9.16M 0.82% -1,070 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: 68,447 shares; 2024Q4: 65,254 shares; 2025Q1: 39,421 shares; 2025Q2: 39,418 shares; 2025Q3: 39,269 shares; 2025Q4: 38,814 shares; 2026Q1: 39,040 shares; 2026Q2: 38,354 shares 38,354 $9.14M 0.82% -686 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: 38,307 shares; 2024Q4: 38,158 shares; 2025Q1: 18,041 shares; 2025Q2: 21,952 shares; 2025Q3: 24,730 shares; 2025Q4: 26,459 shares; 2026Q1: 28,485 shares; 2026Q2: 26,532 shares 26,532 $7.9M 0.71% -1,953 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: 39,723 shares; 2024Q4: 39,656 shares; 2025Q1: 26,915 shares; 2025Q2: 26,321 shares; 2025Q3: 26,025 shares; 2025Q4: 25,415 shares; 2026Q1: 24,407 shares; 2026Q2: 23,826 shares 23,826 $7.8M 0.7% -581 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 251,559 shares; 2026Q1: 256,734 shares; 2026Q2: 268,140 shares 268,140 $6.74M 0.6% +11,406 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: 76,857 shares; 2024Q4: 75,019 shares; 2025Q1: 48,648 shares; 2025Q2: 44,261 shares; 2025Q3: 42,291 shares; 2025Q4: 40,293 shares; 2026Q1: 38,913 shares; 2026Q2: 37,494 shares 37,494 $6.61M 0.59% -1,419 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,461 shares; 2024Q4: 67,236 shares; 2025Q1: 67,236 shares; 2025Q2: 65,301 shares; 2025Q3: 64,926 shares; 2025Q4: 64,846 shares; 2026Q1: 62,302 shares; 2026Q2: 62,177 shares 62,177 $6.15M 0.55% -125 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: 13,931 shares; 2024Q4: 13,713 shares; 2025Q1: 7,337 shares; 2025Q2: 7,429 shares; 2025Q3: 7,461 shares; 2025Q4: 6,829 shares; 2026Q1: 5,919 shares; 2026Q2: 5,633 shares 5,633 $6M 0.54% -286 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: 6,241 shares; 2024Q4: 11,499 shares; 2025Q1: 10,010 shares; 2025Q2: 10,642 shares; 2025Q3: 11,547 shares; 2025Q4: 12,490 shares; 2026Q1: 15,518 shares; 2026Q2: 16,042 shares 16,042 $5.47M 0.49% +524 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: 53,926 shares; 2024Q4: 54,592 shares; 2025Q1: 53,862 shares; 2025Q2: 50,375 shares; 2025Q3: 48,897 shares; 2025Q4: 46,962 shares; 2026Q1: 47,435 shares; 2026Q2: 45,479 shares 45,479 $5.34M 0.48% -1,956 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: 8,726 shares; 2024Q4: 8,569 shares; 2025Q1: 5,141 shares; 2025Q2: 5,244 shares; 2025Q3: 5,234 shares; 2025Q4: 4,943 shares; 2026Q1: 4,681 shares; 2026Q2: 4,406 shares 4,406 $5.28M 0.47% -275 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: 21,047 shares; 2024Q4: 21,369 shares; 2025Q1: 13,486 shares; 2025Q2: 14,135 shares; 2025Q3: 14,293 shares; 2025Q4: 14,687 shares; 2026Q1: 14,809 shares; 2026Q2: 14,862 shares 14,862 $5.24M 0.47% +53 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557,633 shares; 2024Q4: 579,725 shares; 2025Q1: 578,531 shares; 2025Q2: 571,307 shares; 2025Q3: 556,933 shares; 2025Q4: 576,590 shares; 2026Q1: 434,774 shares; 2026Q2: 209,525 shares 209,525 $5.07M 0.45% -225,249 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563,133 shares; 2024Q4: 585,057 shares; 2025Q1: 580,936 shares; 2025Q2: 573,374 shares; 2025Q3: 559,148 shares; 2025Q4: 577,982 shares; 2026Q1: 425,552 shares; 2026Q2: 200,769 shares 200,769 $4.86M 0.44% -224,783 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: 30,425 shares; 2024Q4: 30,265 shares; 2025Q1: 20,608 shares; 2025Q2: 20,210 shares; 2025Q3: 20,129 shares; 2025Q4: 20,022 shares; 2026Q1: 19,080 shares; 2026Q2: 18,431 shares 18,431 $4.68M 0.42% -649 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: 19,749 shares; 2024Q4: 19,621 shares; 2025Q1: 13,738 shares; 2025Q2: 14,030 shares; 2025Q3: 13,859 shares; 2025Q4: 13,565 shares; 2026Q1: 13,714 shares; 2026Q2: 13,478 shares 13,478 $4.62M 0.41% -236 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: 48,424 shares; 2024Q4: 47,063 shares; 2025Q1: 35,776 shares; 2025Q2: 32,742 shares; 2025Q3: 31,531 shares; 2025Q4: 29,776 shares; 2026Q1: 31,309 shares; 2026Q2: 31,138 shares 31,138 $4.56M 0.41% -171 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: 13,646 shares; 2024Q4: 13,480 shares; 2025Q1: 7,890 shares; 2025Q2: 7,825 shares; 2025Q3: 7,794 shares; 2025Q4: 7,718 shares; 2026Q1: 8,006 shares; 2026Q2: 8,053 shares 8,053 $4.54M 0.41% +47 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: 14,578 shares; 2024Q4: 14,459 shares; 2025Q1: 9,302 shares; 2025Q2: 9,305 shares; 2025Q3: 9,192 shares; 2025Q4: 9,453 shares; 2026Q1: 9,113 shares; 2026Q2: 9,009 shares 9,009 $4.51M 0.4% -104 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,626 shares; 2024Q4: 90,283 shares; 2025Q1: 88,704 shares; 2025Q2: 86,275 shares; 2025Q3: 86,075 shares; 2025Q4: 88,471 shares; 2026Q1: 86,120 shares; 2026Q2: 82,875 shares 82,875 $4.47M 0.4% -3,245 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,867 shares; 2024Q4: 74,421 shares; 2025Q1: 74,016 shares; 2025Q2: 70,060 shares; 2025Q3: 66,929 shares; 2025Q4: 73,115 shares; 2026Q1: 60,420 shares; 2026Q2: 55,641 shares 55,641 $4.4M 0.39% -4,779 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: 12,489 shares; 2024Q4: 12,451 shares; 2025Q1: 12,042 shares; 2025Q2: 11,522 shares; 2025Q3: 11,517 shares; 2025Q4: 11,631 shares; 2026Q1: 10,778 shares; 2026Q2: 10,857 shares 10,857 $3.84M 0.34% +79 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: 42,337 shares; 2024Q4: 41,064 shares; 2025Q1: 32,705 shares; 2025Q2: 31,402 shares; 2025Q3: 30,474 shares; 2025Q4: 29,441 shares; 2026Q1: 27,264 shares; 2026Q2: 27,009 shares 27,009 $3.69M 0.33% -255 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: 120,685 shares; 2024Q4: 122,054 shares; 2025Q1: 66,144 shares; 2025Q2: 67,824 shares; 2025Q3: 66,797 shares; 2025Q4: 65,101 shares; 2026Q1: 62,841 shares; 2026Q2: 60,482 shares 60,482 $3.45M 0.31% -2,359 Timeline IBCB 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: 132,068 shares 132,068 $3.32M 0.3% new 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: 5,781 shares; 2025Q1: 3,562 shares; 2025Q2: 3,613 shares; 2025Q3: 3,553 shares; 2025Q4: 3,538 shares; 2026Q1: 3,417 shares; 2026Q2: 3,375 shares 3,375 $3.25M 0.29% -42 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: 5,199 shares; 2024Q4: 5,130 shares; 2025Q1: 3,700 shares; 2025Q2: 3,621 shares; 2025Q3: 3,679 shares; 2025Q4: 3,553 shares; 2026Q1: 3,434 shares; 2026Q2: 3,395 shares 3,395 $3.18M 0.28% -39 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: 61,425 shares; 2024Q4: 61,402 shares; 2025Q1: 32,888 shares; 2025Q2: 33,386 shares; 2025Q3: 32,853 shares; 2025Q4: 32,115 shares; 2026Q1: 28,946 shares; 2026Q2: 27,915 shares 27,915 $3.16M 0.28% -1,031 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: 14,688 shares; 2024Q4: 15,597 shares; 2025Q1: 10,822 shares; 2025Q2: 10,009 shares; 2025Q3: 9,781 shares; 2025Q4: 9,066 shares; 2026Q1: 8,737 shares; 2026Q2: 8,441 shares 8,441 $3.06M 0.27% -296 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: 28,757 shares; 2024Q4: 28,729 shares; 2025Q1: 17,258 shares; 2025Q2: 16,962 shares; 2025Q3: 16,832 shares; 2025Q4: 16,270 shares; 2026Q1: 15,188 shares; 2026Q2: 14,622 shares 14,622 $3.06M 0.27% -566 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: 33,867 shares; 2024Q4: 33,704 shares; 2025Q1: 23,015 shares; 2025Q2: 22,804 shares; 2025Q3: 21,997 shares; 2025Q4: 21,218 shares; 2026Q1: 20,562 shares; 2026Q2: 20,146 shares 20,146 $3.05M 0.27% -416 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: 3,181 shares; 2024Q4: 4,015 shares; 2025Q1: 4,168 shares; 2025Q2: 4,362 shares; 2025Q3: 4,448 shares; 2025Q4: 4,440 shares; 2026Q1: 4,247 shares; 2026Q2: 4,130 shares 4,130 $2.97M 0.27% -117 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,262 shares; 2024Q4: 12,428 shares; 2025Q1: 8,956 shares; 2025Q2: 8,956 shares; 2025Q3: 8,438 shares; 2025Q4: 16,856 shares; 2026Q1: 16,842 shares; 2026Q2: 15,117 shares 15,117 $2.88M 0.26% -1,725 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: 60 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,980 shares; 2025Q3: 3,967 shares; 2025Q4: 4,904 shares; 2026Q1: 6,319 shares; 2026Q2: 7,598 shares 7,598 $2.87M 0.26% +1,279 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: 26,235 shares; 2024Q4: 26,223 shares; 2025Q1: 16,230 shares; 2025Q2: 15,826 shares; 2025Q3: 15,701 shares; 2025Q4: 15,546 shares; 2026Q1: 17,398 shares; 2026Q2: 18,092 shares 18,092 $2.83M 0.25% +694 Timeline IBHF 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: 74,460 shares; 2025Q1: 334,879 shares; 2025Q2: 724,261 shares; 2025Q3: 901,561 shares; 2025Q4: 1,215,960 shares; 2026Q1: 1,349,454 shares; 2026Q2: 124,293 shares 124,293 $2.82M 0.25% -1,225,161 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: 31,074 shares; 2024Q4: 30,563 shares; 2025Q1: 24,214 shares; 2025Q2: 24,267 shares; 2025Q3: 24,577 shares; 2025Q4: 25,184 shares; 2026Q1: 27,533 shares; 2026Q2: 28,384 shares 28,384 $2.73M 0.24% +851 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: 31,989 shares; 2024Q4: 31,733 shares; 2025Q1: 19,261 shares; 2025Q2: 19,348 shares; 2025Q3: 19,343 shares; 2025Q4: 19,419 shares; 2026Q1: 18,193 shares; 2026Q2: 18,182 shares 18,182 $2.67M 0.24% -11 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: 32,002 shares; 2024Q4: 32,319 shares; 2025Q1: 32,273 shares; 2025Q2: 33,758 shares; 2025Q3: 34,704 shares; 2025Q4: 34,716 shares; 2026Q1: 32,884 shares; 2026Q2: 32,587 shares 32,587 $2.65M 0.24% -297 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: 11,525 shares; 2024Q4: 11,480 shares; 2025Q1: 8,894 shares; 2025Q2: 9,146 shares; 2025Q3: 9,168 shares; 2025Q4: 9,451 shares; 2026Q1: 9,480 shares; 2026Q2: 9,690 shares 9,690 $2.62M 0.23% +210 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: 5,135 shares; 2024Q4: 4,862 shares; 2025Q1: 4,796 shares; 2025Q2: 4,776 shares; 2025Q3: 4,653 shares; 2025Q4: 4,268 shares; 2026Q1: 3,740 shares; 2026Q2: 3,494 shares 3,494 $2.49M 0.22% -246 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,174 shares; 2024Q4: 31,037 shares; 2025Q1: 19,519 shares; 2025Q2: 19,762 shares; 2025Q3: 19,465 shares; 2025Q4: 19,490 shares; 2026Q1: 20,186 shares; 2026Q2: 20,130 shares 20,130 $2.48M 0.22% -56 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: 8,096 shares; 2024Q4: 8,104 shares; 2025Q1: 4,869 shares; 2025Q2: 5,129 shares; 2025Q3: 5,386 shares; 2025Q4: 5,123 shares; 2026Q1: 4,940 shares; 2026Q2: 4,885 shares 4,885 $2.45M 0.22% -55 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,327 shares; 2024Q4: 9,196 shares; 2025Q1: 9,117 shares; 2025Q2: 8,858 shares; 2025Q3: 8,638 shares; 2025Q4: 8,145 shares; 2026Q1: 7,798 shares; 2026Q2: 7,357 shares 7,357 $2.43M 0.22% -441 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: 13,521 shares; 2024Q4: 13,488 shares; 2025Q1: 9,063 shares; 2025Q2: 8,770 shares; 2025Q3: 8,428 shares; 2025Q4: 7,922 shares; 2026Q1: 7,571 shares; 2026Q2: 7,482 shares 7,482 $2.36M 0.21% -89 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,594 shares; 2024Q4: 16,846 shares; 2025Q1: 11,854 shares; 2025Q2: 8,989 shares; 2025Q3: 7,258 shares; 2025Q4: 5,914 shares; 2026Q1: 5,673 shares; 2026Q2: 4,857 shares 4,857 $2.35M 0.21% -816 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,732 shares; 2024Q4: 8,797 shares; 2025Q1: 8,721 shares; 2025Q2: 8,446 shares; 2025Q3: 8,125 shares; 2025Q4: 8,812 shares; 2026Q1: 8,445 shares; 2026Q2: 8,341 shares 8,341 $2.27M 0.2% -104 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: 6,459 shares; 2024Q4: 6,520 shares; 2025Q1: 6,517 shares; 2025Q2: 6,898 shares; 2025Q3: 6,808 shares; 2025Q4: 6,694 shares; 2026Q1: 6,382 shares; 2026Q2: 6,360 shares 6,360 $2.25M 0.2% -22 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: 79,210 shares; 2024Q4: 76,601 shares; 2025Q1: 41,843 shares; 2025Q2: 37,939 shares; 2025Q3: 36,466 shares; 2025Q4: 33,192 shares; 2026Q1: 31,387 shares; 2026Q2: 30,120 shares 30,120 $2.24M 0.2% -1,267 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,750 shares; 2024Q4: 11,437 shares; 2025Q1: 11,391 shares; 2025Q2: 10,650 shares; 2025Q3: 10,689 shares; 2025Q4: 10,811 shares; 2026Q1: 11,708 shares; 2026Q2: 11,871 shares 11,871 $1.99M 0.18% +163 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,714 shares; 2024Q4: 50,200 shares; 2025Q1: 22,551 shares; 2025Q2: 23,737 shares; 2025Q3: 23,656 shares; 2025Q4: 24,028 shares; 2026Q1: 23,584 shares; 2026Q2: 23,737 shares 23,737 $1.93M 0.17% +153 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: 8,701 shares; 2024Q4: 8,645 shares; 2025Q1: 4,501 shares; 2025Q2: 4,421 shares; 2025Q3: 4,423 shares; 2025Q4: 4,226 shares; 2026Q1: 4,248 shares; 2026Q2: 4,544 shares 4,544 $1.91M 0.17% +296 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: 5,287 shares; 2024Q4: 5,262 shares; 2025Q1: 3,511 shares; 2025Q2: 3,362 shares; 2025Q3: 3,258 shares; 2025Q4: 30,350 shares; 2026Q1: 27,620 shares; 2026Q2: 25,620 shares 25,620 $1.83M 0.16% -2,000 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: 3,850 shares; 2024Q4: 3,827 shares; 2025Q1: 3,772 shares; 2025Q2: 3,682 shares; 2025Q3: 3,495 shares; 2025Q4: 3,438 shares; 2026Q1: 3,520 shares; 2026Q2: 3,388 shares 3,388 $1.74M 0.16% -132 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: 32,726 shares; 2024Q4: 32,675 shares; 2025Q1: 19,482 shares; 2025Q2: 18,049 shares; 2025Q3: 17,499 shares; 2025Q4: 17,739 shares; 2026Q1: 18,555 shares; 2026Q2: 18,770 shares 18,770 $1.7M 0.15% +215 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: 11,790 shares; 2024Q4: 11,827 shares; 2025Q1: 8,012 shares; 2025Q2: 8,423 shares; 2025Q3: 8,406 shares; 2025Q4: 8,389 shares; 2026Q1: 8,466 shares; 2026Q2: 8,586 shares 8,586 $1.64M 0.15% +120 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,560 shares; 2024Q4: 9,579 shares; 2025Q1: 9,499 shares; 2025Q2: 9,449 shares; 2025Q3: 9,633 shares; 2025Q4: 9,515 shares; 2026Q1: 9,416 shares; 2026Q2: 9,191 shares 9,191 $1.47M 0.13% -225 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,595 shares; 2024Q4: 5,605 shares; 2025Q1: 3,385 shares; 2025Q2: 3,302 shares; 2025Q3: 3,237 shares; 2025Q4: 3,085 shares; 2026Q1: 2,994 shares; 2026Q2: 2,944 shares 2,944 $1.46M 0.13% -50 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,162 shares; 2024Q4: 15,784 shares; 2025Q1: 14,397 shares; 2025Q2: 15,250 shares; 2025Q3: 15,351 shares; 2025Q4: 30,954 shares; 2026Q1: 30,130 shares; 2026Q2: 28,611 shares 28,611 $1.45M 0.13% -1,519 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: 5,998 shares; 2024Q4: 5,977 shares; 2025Q1: 5,956 shares; 2025Q2: 5,751 shares; 2025Q3: 5,724 shares; 2025Q4: 6,169 shares; 2026Q1: 5,899 shares; 2026Q2: 5,655 shares 5,655 $1.42M 0.13% -244 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: 615 shares; 2024Q4: 605 shares; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 661 shares; 2025Q4: 1,264 shares; 2026Q1: 2,636 shares; 2026Q2: 3,334 shares 3,334 $1.42M 0.13% +698 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,178 shares; 2024Q4: 15,435 shares; 2025Q1: 15,427 shares; 2025Q2: 15,535 shares; 2025Q3: 15,293 shares; 2025Q4: 14,725 shares; 2026Q1: 13,535 shares; 2026Q2: 13,601 shares 13,601 $1.41M 0.13% +66 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: 7,355 shares; 2024Q4: 7,351 shares; 2025Q1: 7,326 shares; 2025Q2: 7,315 shares; 2025Q3: 7,398 shares; 2025Q4: 7,367 shares; 2026Q1: 2,239 shares; 2026Q2: 1,864 shares 1,864 $1.39M 0.12% -375 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: 7,520 shares; 2024Q4: 7,513 shares; 2025Q1: 7,482 shares; 2025Q2: 7,273 shares; 2025Q3: 7,334 shares; 2025Q4: 7,054 shares; 2026Q1: 6,799 shares; 2026Q2: 6,799 shares 6,799 $1.29M 0.12% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,091 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,605 shares; 2025Q4: 8,975 shares; 2026Q1: 8,850 shares; 2026Q2: 8,835 shares 8,835 $1.23M 0.11% -15 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: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares; 2026Q2: 1,685 shares 1,685 $1.22M 0.11% 0 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: 15,360 shares; 2024Q4: 14,926 shares; 2025Q1: 8,277 shares; 2025Q2: 7,998 shares; 2025Q3: 8,068 shares; 2025Q4: 7,943 shares; 2026Q1: 7,383 shares; 2026Q2: 7,316 shares 7,316 $1.21M 0.11% -67 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,668 shares; 2024Q4: 30,733 shares; 2025Q1: 22,328 shares; 2025Q2: 24,063 shares; 2025Q3: 22,832 shares; 2025Q4: 22,832 shares; 2026Q1: 22,832 shares; 2026Q2: 22,502 shares 22,502 $1.21M 0.11% -330 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: 17,510 shares; 2024Q4: 17,437 shares; 2025Q1: 10,332 shares; 2025Q2: 10,063 shares; 2025Q3: 10,480 shares; 2025Q4: 9,895 shares; 2026Q1: 9,035 shares; 2026Q2: 8,857 shares 8,857 $1.2M 0.11% -178 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: 733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,393 shares; 2025Q3: 7,169 shares; 2025Q4: 8,595 shares; 2026Q1: 7,931 shares; 2026Q2: 8,653 shares 8,653 $1.18M 0.11% +722 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 3,184 shares; 2025Q1: 3,119 shares; 2025Q2: 3,119 shares; 2025Q3: 3,179 shares; 2025Q4: 3,153 shares; 2026Q1: 3,103 shares; 2026Q2: 3,139 shares 3,139 $1.17M 0.11% +36 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: 5,547 shares; 2024Q4: 5,270 shares; 2025Q1: 5,249 shares; 2025Q2: 4,667 shares; 2025Q3: 4,867 shares; 2025Q4: 4,797 shares; 2026Q1: 4,164 shares; 2026Q2: 4,164 shares 4,164 $1.17M 0.1% 0 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: 5,247 shares 5,247 $1.17M 0.1% new 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: 5,247 shares 5,247 $1.15M 0.1% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,174 shares; 2026Q1: 15,863 shares; 2026Q2: 18,696 shares 18,696 $1.15M 0.1% +2,833 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,059 shares; 2024Q4: 11,733 shares; 2025Q1: 12,378 shares; 2025Q2: 12,378 shares; 2025Q3: 10,163 shares; 2025Q4: 10,163 shares; 2026Q1: 10,370 shares; 2026Q2: 10,370 shares 10,370 $1.12M 0.1% 0 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: 9,873 shares; 2024Q4: 9,895 shares; 2025Q1: 6,841 shares; 2025Q2: 7,472 shares; 2025Q3: 8,124 shares; 2025Q4: 7,774 shares; 2026Q1: 8,300 shares; 2026Q2: 8,349 shares 8,349 $1.1M 0.1% +49 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: 3,668 shares; 2024Q4: 3,668 shares; 2025Q1: 3,668 shares; 2025Q2: 3,659 shares; 2025Q3: 3,441 shares; 2025Q4: 3,559 shares; 2026Q1: 3,559 shares; 2026Q2: 3,559 shares 3,559 $1.06M 0.1% 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: 4,777 shares; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 5,070 shares; 2025Q3: 4,952 shares; 2025Q4: 4,766 shares; 2026Q1: 4,817 shares; 2026Q2: 4,724 shares 4,724 $1.04M 0.09% -93 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,761 shares; 2024Q4: 23,353 shares; 2025Q1: 23,393 shares; 2025Q2: 21,614 shares; 2025Q3: 18,082 shares; 2025Q4: 18,645 shares; 2026Q1: 18,126 shares; 2026Q2: 13,739 shares 13,739 $1.01M 0.09% -4,387 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: 805 shares; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 816 shares; 2025Q4: 842 shares; 2026Q1: 827 shares; 2026Q2: 827 shares 827 $972K 0.09% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,086 shares; 2024Q4: 7,314 shares; 2025Q1: 5,607 shares; 2025Q2: 5,607 shares; 2025Q3: 5,369 shares; 2025Q4: 5,319 shares; 2026Q1: 5,319 shares; 2026Q2: 5,229 shares 5,229 $969K 0.09% -90 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares; 2026Q1: 1,129 shares; 2026Q2: 1,276 shares 1,276 $964K 0.09% +147 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: 31 shares; 2024Q4: not reported; 2025Q1: 1,210 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,266 shares; 2026Q1: 1,286 shares; 2026Q2: 1,272 shares 1,272 $953K 0.09% -14 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,085 shares; 2024Q4: 8,748 shares; 2025Q1: 6,525 shares; 2025Q2: 6,525 shares; 2025Q3: 5,887 shares; 2025Q4: 5,852 shares; 2026Q1: 5,852 shares; 2026Q2: 5,712 shares 5,712 $906K 0.08% -140 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,292 shares; 2024Q4: 15,506 shares; 2025Q1: 15,219 shares; 2025Q2: 14,089 shares; 2025Q3: 14,008 shares; 2025Q4: 13,736 shares; 2026Q1: 13,076 shares; 2026Q2: 13,060 shares 13,060 $892K 0.08% -16 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: 10,246 shares; 2024Q4: 10,121 shares; 2025Q1: 9,876 shares; 2025Q2: 10,217 shares; 2025Q3: 6,985 shares; 2025Q4: 6,995 shares; 2026Q1: 6,965 shares; 2026Q2: 6,932 shares 6,932 $891K 0.08% -33 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,545 shares; 2024Q4: 24,545 shares; 2025Q1: 24,545 shares; 2025Q2: 24,545 shares; 2025Q3: 24,545 shares; 2025Q4: 34,545 shares; 2026Q1: 34,545 shares; 2026Q2: 34,545 shares 34,545 $863K 0.08% 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: 2,789 shares; 2024Q4: 2,698 shares; 2025Q1: 2,683 shares; 2025Q2: 2,634 shares; 2025Q3: 3,009 shares; 2025Q4: 2,839 shares; 2026Q1: 2,509 shares; 2026Q2: 2,509 shares 2,509 $849K 0.08% 0 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: 20,077 shares; 2024Q4: 19,727 shares; 2025Q1: 12,302 shares; 2025Q2: 12,366 shares; 2025Q3: 11,886 shares; 2025Q4: 11,304 shares; 2026Q1: 10,677 shares; 2026Q2: 10,055 shares 10,055 $840K 0.08% -622 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: 9,960 shares; 2024Q4: 9,960 shares; 2025Q1: not reported; 2025Q2: 4,848 shares; 2025Q3: 5,742 shares; 2025Q4: 6,717 shares; 2026Q1: 6,954 shares; 2026Q2: 8,547 shares 8,547 $818K 0.07% +1,593 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: 3,048 shares; 2024Q4: 2,888 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 3,578 shares; 2025Q4: 3,492 shares; 2026Q1: 3,429 shares; 2026Q2: 3,397 shares 3,397 $761K 0.07% -32 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,758 shares; 2024Q4: 4,518 shares; 2025Q1: 3,105 shares; 2025Q2: 3,105 shares; 2025Q3: 2,821 shares; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares; 2026Q2: 5,599 shares 5,599 $657K 0.06% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,809 shares; 2024Q4: 4,730 shares; 2025Q1: 4,670 shares; 2025Q2: 4,620 shares; 2025Q3: 4,515 shares; 2025Q4: 4,385 shares; 2026Q1: 4,145 shares; 2026Q2: 4,045 shares 4,045 $655K 0.06% -100 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: 7,595 shares; 2024Q4: 7,576 shares; 2025Q1: 4,326 shares; 2025Q2: 5,048 shares; 2025Q3: 4,036 shares; 2025Q4: 3,227 shares; 2026Q1: 1,900 shares; 2026Q2: 1,505 shares 1,505 $626K 0.06% -395 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,189 shares; 2024Q4: 7,757 shares; 2025Q1: 7,757 shares; 2025Q2: 7,724 shares; 2025Q3: 7,724 shares; 2025Q4: 6,889 shares; 2026Q1: 6,739 shares; 2026Q2: 6,594 shares 6,594 $605K 0.05% -145 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,456 shares; 2024Q4: 4,363 shares; 2025Q1: 2,863 shares; 2025Q2: 2,663 shares; 2025Q3: 2,643 shares; 2025Q4: 2,421 shares; 2026Q1: 2,141 shares; 2026Q2: 2,141 shares 2,141 $597K 0.05% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,505 shares; 2024Q4: 6,579 shares; 2025Q1: 7,564 shares; 2025Q2: 7,564 shares; 2025Q3: 7,564 shares; 2025Q4: 6,584 shares; 2026Q1: 6,164 shares; 2026Q2: 6,164 shares 6,164 $594K 0.05% 0 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: 14,577 shares; 2024Q4: 14,627 shares; 2025Q1: 8,924 shares; 2025Q2: 8,924 shares; 2025Q3: 8,324 shares; 2025Q4: 6,959 shares; 2026Q1: 6,839 shares; 2026Q2: 6,533 shares 6,533 $573K 0.05% -306 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,842 shares; 2024Q4: 4,842 shares; 2025Q1: 4,842 shares; 2025Q2: 4,842 shares; 2025Q3: 4,842 shares; 2025Q4: 4,842 shares; 2026Q1: 4,792 shares; 2026Q2: 4,792 shares 4,792 $570K 0.05% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,542 shares; 2024Q4: 3,393 shares; 2025Q1: 3,449 shares; 2025Q2: 3,057 shares; 2025Q3: 2,977 shares; 2025Q4: 2,906 shares; 2026Q1: 2,864 shares; 2026Q2: 2,166 shares 2,166 $551K 0.05% -698 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,485 shares; 2024Q4: 10,669 shares; 2025Q1: 6,256 shares; 2025Q2: 6,765 shares; 2025Q3: 6,698 shares; 2025Q4: 5,986 shares; 2026Q1: 4,305 shares; 2026Q2: 2,532 shares 2,532 $519K 0.05% -1,773 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: 1,897 shares; 2024Q4: 1,802 shares; 2025Q1: 1,802 shares; 2025Q2: 1,757 shares; 2025Q3: 1,722 shares; 2025Q4: 1,567 shares; 2026Q1: 1,457 shares; 2026Q2: 1,321 shares 1,321 $487K 0.04% -136 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,196 shares; 2024Q4: 8,175 shares; 2025Q1: 8,274 shares; 2025Q2: 9,451 shares; 2025Q3: 7,783 shares; 2025Q4: 7,821 shares; 2026Q1: 7,258 shares; 2026Q2: 7,259 shares 7,259 $486K 0.04% +1 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,523 shares; 2024Q4: 7,468 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,175 shares; 2025Q4: 3,955 shares; 2026Q1: 3,955 shares; 2026Q2: 4,535 shares 4,535 $486K 0.04% +580 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,252 shares; 2024Q4: 16,434 shares; 2025Q1: 15,599 shares; 2025Q2: 11,610 shares; 2025Q3: 10,162 shares; 2025Q4: 14,572 shares; 2026Q1: 12,955 shares; 2026Q2: 10,531 shares 10,531 $477K 0.04% -2,424 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,194 shares; 2024Q4: 32,343 shares; 2025Q1: 18,230 shares; 2025Q2: 15,915 shares; 2025Q3: 16,119 shares; 2025Q4: 14,460 shares; 2026Q1: 10,766 shares; 2026Q2: 5,757 shares 5,757 $472K 0.04% -5,009 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: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 3,986 shares; 2025Q2: 3,977 shares; 2025Q3: 3,940 shares; 2025Q4: 3,587 shares; 2026Q1: 3,197 shares; 2026Q2: 3,197 shares 3,197 $458K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: 4,166 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,076 shares; 2026Q1: 4,076 shares; 2026Q2: 4,076 shares 4,076 $450K 0.04% 0 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: 12,775 shares; 2024Q4: 12,675 shares; 2025Q1: 11,715 shares; 2025Q2: 12,298 shares; 2025Q3: 10,152 shares; 2025Q4: 10,859 shares; 2026Q1: 8,990 shares; 2026Q2: 10,256 shares 10,256 $434K 0.04% +1,266 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: 11,622 shares; 2024Q4: 9,590 shares; 2025Q1: 8,901 shares; 2025Q2: 9,404 shares; 2025Q3: 6,861 shares; 2025Q4: 5,529 shares; 2026Q1: 7,970 shares; 2026Q2: 7,733 shares 7,733 $407K 0.04% -237 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: 5,115 shares; 2024Q4: 4,595 shares; 2025Q1: 4,595 shares; 2025Q2: 4,468 shares; 2025Q3: 4,368 shares; 2025Q4: 4,079 shares; 2026Q1: 3,869 shares; 2026Q2: 3,804 shares 3,804 $389K 0.03% -65 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,375 shares; 2024Q4: 5,375 shares; 2025Q1: 5,375 shares; 2025Q2: 5,186 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares; 2026Q2: 4,975 shares 4,975 $365K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,983 shares; 2024Q4: 5,983 shares; 2025Q1: 5,899 shares; 2025Q2: 5,787 shares; 2025Q3: 5,714 shares; 2025Q4: 4,989 shares; 2026Q1: 4,399 shares; 2026Q2: 4,399 shares 4,399 $364K 0.03% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,378 shares; 2026Q2: 978 shares 978 $362K 0.03% -400 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,224 shares; 2024Q4: 20,578 shares; 2025Q1: 18,379 shares; 2025Q2: 14,076 shares; 2025Q3: 10,073 shares; 2025Q4: 7,052 shares; 2026Q1: 4,670 shares; 2026Q2: 3,549 shares 3,549 $358K 0.03% -1,121 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,741 shares; 2024Q4: 5,002 shares; 2025Q1: 3,817 shares; 2025Q2: 3,817 shares; 2025Q3: 3,422 shares; 2025Q4: 6,316 shares; 2026Q1: 6,316 shares; 2026Q2: 6,242 shares 6,242 $332K 0.03% -74 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: 2,668 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,668 shares; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares; 2026Q2: 2,668 shares 2,668 $324K 0.03% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,696 shares; 2024Q4: 3,376 shares; 2025Q1: 2,896 shares; 2025Q2: 2,840 shares; 2025Q3: 2,815 shares; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares; 2026Q2: 2,405 shares 2,405 $291K 0.03% -385 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: 13,543 shares; 2024Q4: 12,370 shares; 2025Q1: 12,190 shares; 2025Q2: 12,206 shares; 2025Q3: 11,993 shares; 2025Q4: 11,746 shares; 2026Q1: 11,476 shares; 2026Q2: 11,301 shares 11,301 $272K 0.02% -175 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,305 shares; 2024Q4: 5,150 shares; 2025Q1: not reported; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,150 shares; 2026Q2: 5,150 shares 5,150 $268K 0.02% 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: 1,567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,696 shares; 2026Q1: 1,696 shares; 2026Q2: 1,696 shares 1,696 $268K 0.02% 0 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: 558 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,182 shares; 2025Q4: 1,134 shares; 2026Q1: 809 shares; 2026Q2: 809 shares 809 $255K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER 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: 2,500 shares; 2025Q3: 2,669 shares; 2025Q4: 2,669 shares; 2026Q1: not reported; 2026Q2: 3,502 shares 3,502 $253K 0.02% 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: 3,017 shares; 2024Q4: 3,017 shares; 2025Q1: 417 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $252K 0.02% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,451 shares; 2024Q4: 9,451 shares; 2025Q1: 9,451 shares; 2025Q2: 9,451 shares; 2025Q3: 9,451 shares; 2025Q4: 9,451 shares; 2026Q1: 9,451 shares; 2026Q2: 9,451 shares 9,451 $242K 0.02% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,517 shares; 2024Q4: 9,517 shares; 2025Q1: 9,517 shares; 2025Q2: 9,517 shares; 2025Q3: 9,517 shares; 2025Q4: 9,517 shares; 2026Q1: 9,517 shares; 2026Q2: 9,517 shares 9,517 $242K 0.02% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,448 shares; 2024Q4: 9,448 shares; 2025Q1: 9,448 shares; 2025Q2: 9,448 shares; 2025Q3: 9,448 shares; 2025Q4: 9,448 shares; 2026Q1: 9,448 shares; 2026Q2: 9,448 shares 9,448 $242K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,526 shares; 2024Q4: 5,907 shares; 2025Q1: 3,668 shares; 2025Q2: 3,668 shares; 2025Q3: 3,327 shares; 2025Q4: 2,956 shares; 2026Q1: 2,956 shares; 2026Q2: 2,836 shares 2,836 $236K 0.02% -120 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: 339 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $223K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,401 shares; 2024Q4: 7,668 shares; 2025Q1: 7,644 shares; 2025Q2: 6,619 shares; 2025Q3: 5,545 shares; 2025Q4: 5,251 shares; 2026Q1: 4,331 shares; 2026Q2: 3,765 shares 3,765 $217K 0.02% -566 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: 9,263 shares; 2024Q4: 9,541 shares; 2025Q1: 9,431 shares; 2025Q2: 9,931 shares; 2025Q3: 8,266 shares; 2025Q4: 8,604 shares; 2026Q1: 8,164 shares; 2026Q2: 10,334 shares 10,334 $214K 0.02% +2,170 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: 610 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $212K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,705 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 597 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $206K 0.02% new 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: 239 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 408 shares; 2025Q4: 414 shares; 2026Q1: 404 shares; 2026Q2: 395 shares 395 $201K 0.02% -9 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $146K 0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,500 shares 25,500 $38.2K <0.01% +500 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,732 shares; 2024Q4: 126,879 shares; 2025Q1: 128,558 shares; 2025Q2: 234,787 shares; 2025Q3: 248,532 shares; 2025Q4: 22,430 shares; 2026Q1: 8,294 shares; 2026Q2: 65 shares 65 $2.87K <0.01% -8,229 Timeline