LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 832,470 shares; 2025Q1: 963,390 shares; 2025Q2: 968,302 shares; 2025Q3: 836,296 shares; 2025Q4: 774,930 shares; 2026Q1: 598,959 shares; 2026Q2: 546,875 shares 546,875 $237M 5.63% -52,084 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: 760,124 shares; 2024Q4: 736,632 shares; 2025Q1: 748,336 shares; 2025Q2: 743,178 shares; 2025Q3: 698,092 shares; 2025Q4: 687,596 shares; 2026Q1: 652,877 shares; 2026Q2: 635,810 shares 635,810 $227M 5.4% -17,067 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: 1,019,538 shares; 2024Q4: 970,788 shares; 2025Q1: 978,101 shares; 2025Q2: 986,635 shares; 2025Q3: 978,486 shares; 2025Q4: 977,591 shares; 2026Q1: 977,733 shares; 2026Q2: 972,431 shares 972,431 $195M 4.62% -5,302 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: 661,683 shares; 2024Q4: 636,272 shares; 2025Q1: 629,323 shares; 2025Q2: 606,664 shares; 2025Q3: 593,731 shares; 2025Q4: 580,600 shares; 2026Q1: 570,828 shares; 2026Q2: 561,437 shares 561,437 $162M 3.86% -9,391 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: 423,258 shares; 2024Q4: 409,373 shares; 2025Q1: 439,103 shares; 2025Q2: 434,241 shares; 2025Q3: 438,636 shares; 2025Q4: 436,244 shares; 2026Q1: 435,551 shares; 2026Q2: 430,040 shares 430,040 $160M 3.81% -5,511 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: 525,380 shares; 2024Q4: 511,376 shares; 2025Q1: 507,891 shares; 2025Q2: 506,079 shares; 2025Q3: 558,140 shares; 2025Q4: 581,327 shares; 2026Q1: 585,583 shares; 2026Q2: 582,131 shares 582,131 $139M 3.29% -3,452 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: 395,886 shares; 2024Q4: 384,909 shares; 2025Q1: 400,489 shares; 2025Q2: 395,656 shares; 2025Q3: 395,131 shares; 2025Q4: 393,395 shares; 2026Q1: 385,784 shares; 2026Q2: 380,490 shares 380,490 $125M 2.96% -5,294 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537,335 shares; 2024Q4: 530,507 shares; 2025Q1: 543,970 shares; 2025Q2: 549,762 shares; 2025Q3: 562,807 shares; 2025Q4: 570,173 shares; 2026Q1: 579,029 shares; 2026Q2: 514,894 shares 514,894 $93.1M 2.21% -64,135 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: 131,036 shares; 2024Q4: 141,515 shares; 2025Q1: 160,187 shares; 2025Q2: 172,994 shares; 2025Q3: 184,972 shares; 2025Q4: 234,703 shares; 2026Q1: 253,498 shares; 2026Q2: 1,039,951 shares 1,039,951 $83.8M 1.99% +786,453 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,696,266 shares; 2024Q4: 2,529,519 shares; 2025Q1: 2,523,619 shares; 2025Q2: 2,464,108 shares; 2025Q3: 2,448,716 shares; 2025Q4: 2,631,339 shares; 2026Q1: 2,587,920 shares; 2026Q2: 2,478,369 shares 2,478,369 $76.3M 1.81% -109,551 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: 528,759 shares; 2024Q4: 505,799 shares; 2025Q1: 523,473 shares; 2025Q2: 522,657 shares; 2025Q3: 534,551 shares; 2025Q4: 539,635 shares; 2026Q1: 536,196 shares; 2026Q2: 530,889 shares 530,889 $72.6M 1.72% -5,307 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: 26,299 shares; 2024Q4: 51,403 shares; 2025Q1: 54,497 shares; 2025Q2: 55,366 shares; 2025Q3: 56,638 shares; 2025Q4: 58,036 shares; 2026Q1: 59,063 shares; 2026Q2: 59,627 shares 59,627 $71.5M 1.7% +564 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,937 shares; 2024Q4: 66,336 shares; 2025Q1: 67,270 shares; 2025Q2: 69,706 shares; 2025Q3: 75,861 shares; 2025Q4: 74,231 shares; 2026Q1: 75,534 shares; 2026Q2: 77,015 shares 77,015 $52.9M 1.26% +1,481 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: 94,583 shares; 2024Q4: 91,263 shares; 2025Q1: 90,397 shares; 2025Q2: 89,724 shares; 2025Q3: 89,567 shares; 2025Q4: 96,162 shares; 2026Q1: 104,227 shares; 2026Q2: 104,096 shares 104,096 $52.1M 1.24% -131 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,524 shares; 2024Q4: 10,954 shares; 2025Q1: 10,670 shares; 2025Q2: 41,775 shares; 2025Q3: 52,182 shares; 2025Q4: 125,788 shares; 2026Q1: 210,162 shares; 2026Q2: 218,741 shares 218,741 $47.4M 1.13% +8,579 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: 495,179 shares; 2024Q4: 457,523 shares; 2025Q1: 452,675 shares; 2025Q2: 450,644 shares; 2025Q3: 455,680 shares; 2025Q4: 445,707 shares; 2026Q1: 443,517 shares; 2026Q2: 430,287 shares 430,287 $47.2M 1.12% -13,230 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,161 shares; 2024Q4: 479,291 shares; 2025Q1: 476,839 shares; 2025Q2: 482,724 shares; 2025Q3: 487,084 shares; 2025Q4: 504,122 shares; 2026Q1: 507,705 shares; 2026Q2: 508,338 shares 508,338 $46.9M 1.11% +633 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: 442,013 shares; 2025Q2: 489,437 shares; 2025Q3: 515,232 shares; 2025Q4: 570,226 shares; 2026Q1: 631,235 shares; 2026Q2: 641,250 shares 641,250 $46.3M 1.1% +10,015 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,795 shares; 2024Q4: 81,805 shares; 2025Q1: 73,051 shares; 2025Q2: 73,086 shares; 2025Q3: 78,237 shares; 2025Q4: 399,210 shares; 2026Q1: 441,028 shares; 2026Q2: 444,522 shares 444,522 $44.1M 1.05% +3,494 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: 64,518 shares; 2024Q4: 63,528 shares; 2025Q1: 61,070 shares; 2025Q2: 61,042 shares; 2025Q3: 60,746 shares; 2025Q4: 60,199 shares; 2026Q1: 59,811 shares; 2026Q2: 58,953 shares 58,953 $44M 1.05% -858 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,151 shares; 2024Q4: 14,151 shares; 2025Q1: 14,151 shares; 2025Q2: 246,764 shares; 2025Q3: 236,870 shares; 2025Q4: 234,478 shares; 2026Q1: 219,866 shares; 2026Q2: 216,846 shares 216,846 $43.5M 1.03% -3,020 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: 67,121 shares; 2024Q4: 74,336 shares; 2025Q1: 81,029 shares; 2025Q2: 94,028 shares; 2025Q3: 105,493 shares; 2025Q4: 118,078 shares; 2026Q1: 133,084 shares; 2026Q2: 136,256 shares 136,256 $41.3M 0.98% +3,172 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: 57,727 shares; 2024Q4: 53,882 shares; 2025Q1: 52,441 shares; 2025Q2: 41,848 shares; 2025Q3: 41,939 shares; 2025Q4: 41,160 shares; 2026Q1: 39,982 shares; 2026Q2: 38,746 shares 38,746 $41.3M 0.98% -1,236 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,277 shares; 2024Q4: 132,772 shares; 2025Q1: 170,422 shares; 2025Q2: 170,778 shares; 2025Q3: 170,958 shares; 2025Q4: 176,163 shares; 2026Q1: 181,003 shares; 2026Q2: 200,579 shares 200,579 $38.8M 0.92% +19,576 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: 162,874 shares; 2024Q4: 154,198 shares; 2025Q1: 149,111 shares; 2025Q2: 145,603 shares; 2025Q3: 149,170 shares; 2025Q4: 146,492 shares; 2026Q1: 143,311 shares; 2026Q2: 151,471 shares 151,471 $38.5M 0.91% +8,160 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: 312,578 shares; 2024Q4: 306,038 shares; 2025Q1: 301,961 shares; 2025Q2: 309,247 shares; 2025Q3: 310,850 shares; 2025Q4: 315,942 shares; 2026Q1: 318,232 shares; 2026Q2: 311,285 shares 311,285 $36.6M 0.87% -6,947 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: not reported; 2025Q2: 90,803 shares; 2025Q3: 179,635 shares; 2025Q4: 212,311 shares; 2026Q1: 233,851 shares; 2026Q2: 230,809 shares 230,809 $36.2M 0.86% -3,042 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: 79,823 shares; 2024Q4: 77,740 shares; 2025Q1: 76,217 shares; 2025Q2: 75,810 shares; 2025Q3: 73,537 shares; 2025Q4: 70,054 shares; 2026Q1: 65,044 shares; 2026Q2: 63,839 shares 63,839 $36M 0.85% -1,205 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: 151,626 shares; 2024Q4: 149,825 shares; 2025Q1: 150,020 shares; 2025Q2: 150,851 shares; 2025Q3: 151,562 shares; 2025Q4: 154,403 shares; 2026Q1: 155,495 shares; 2026Q2: 156,196 shares 156,196 $34.4M 0.82% +701 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: 281,022 shares; 2024Q4: 264,549 shares; 2025Q1: 174,640 shares; 2025Q2: 173,430 shares; 2025Q3: 172,643 shares; 2025Q4: 172,561 shares; 2026Q1: 173,988 shares; 2026Q2: 405,972 shares 405,972 $33.9M 0.81% +231,984 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: 186,443 shares; 2024Q4: 198,093 shares; 2025Q1: 221,822 shares; 2025Q2: 258,561 shares; 2025Q3: 291,640 shares; 2025Q4: 329,094 shares; 2026Q1: 385,308 shares; 2026Q2: 404,746 shares 404,746 $33.9M 0.8% +19,438 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: 109,411 shares; 2024Q4: 107,433 shares; 2025Q1: 105,638 shares; 2025Q2: 103,380 shares; 2025Q3: 102,324 shares; 2025Q4: 99,165 shares; 2026Q1: 95,707 shares; 2026Q2: 94,874 shares 94,874 $33.5M 0.8% -833 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: 51,026 shares; 2024Q4: 49,709 shares; 2025Q1: 49,448 shares; 2025Q2: 49,287 shares; 2025Q3: 49,602 shares; 2025Q4: 48,155 shares; 2026Q1: 47,792 shares; 2026Q2: 46,722 shares 46,722 $33.3M 0.79% -1,070 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: 113,361 shares; 2024Q4: 105,374 shares; 2025Q1: 94,707 shares; 2025Q2: 87,203 shares; 2025Q3: 83,857 shares; 2025Q4: 81,435 shares; 2026Q1: 78,123 shares; 2026Q2: 76,119 shares 76,119 $32.4M 0.77% -2,004 Timeline BSV 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: 289,103 shares; 2024Q4: 291,530 shares; 2025Q1: 328,988 shares; 2025Q2: 340,227 shares; 2025Q3: 350,421 shares; 2025Q4: 340,916 shares; 2026Q1: 377,154 shares; 2026Q2: 409,223 shares 409,223 $31.9M 0.76% +32,069 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: 249,898 shares; 2024Q4: 244,221 shares; 2025Q1: 239,910 shares; 2025Q2: 233,706 shares; 2025Q3: 231,309 shares; 2025Q4: 223,550 shares; 2026Q1: 218,116 shares; 2026Q2: 215,309 shares 215,309 $31.6M 0.75% -2,807 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: 99,402 shares; 2024Q4: 95,806 shares; 2025Q1: 92,432 shares; 2025Q2: 84,830 shares; 2025Q3: 83,963 shares; 2025Q4: 167,721 shares; 2026Q1: 164,423 shares; 2026Q2: 163,253 shares 163,253 $31.1M 0.74% -1,170 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: 353,791 shares; 2024Q4: 343,886 shares; 2025Q1: 344,795 shares; 2025Q2: 348,360 shares; 2025Q3: 353,285 shares; 2025Q4: 359,025 shares; 2026Q1: 174,555 shares; 2026Q2: 161,308 shares 161,308 $30.6M 0.73% -13,247 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: 6,312 shares; 2024Q4: 6,072 shares; 2025Q1: 7,034 shares; 2025Q2: 7,155 shares; 2025Q3: 7,458 shares; 2025Q4: 101,542 shares; 2026Q1: 397,840 shares; 2026Q2: 419,114 shares 419,114 $29.9M 0.71% +21,274 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: 61,315 shares; 2024Q4: 59,336 shares; 2025Q1: 58,972 shares; 2025Q2: 57,170 shares; 2025Q3: 56,114 shares; 2025Q4: 56,316 shares; 2026Q1: 55,909 shares; 2026Q2: 56,369 shares 56,369 $29M 0.69% +460 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,279 shares; 2024Q4: 16,841 shares; 2025Q1: 21,964 shares; 2025Q2: 27,980 shares; 2025Q3: 38,284 shares; 2025Q4: 80,175 shares; 2026Q1: 92,668 shares; 2026Q2: 91,552 shares 91,552 $28M 0.67% -1,116 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,262 shares; 2024Q4: 56,594 shares; 2025Q1: 56,771 shares; 2025Q2: 56,891 shares; 2025Q3: 52,356 shares; 2025Q4: 50,946 shares; 2026Q1: 51,806 shares; 2026Q2: 321,776 shares 321,776 $27.7M 0.66% +269,970 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: 194,976 shares; 2024Q4: 198,539 shares; 2025Q1: 209,101 shares; 2025Q2: 224,499 shares; 2025Q3: 245,806 shares; 2025Q4: 263,556 shares; 2026Q1: 280,427 shares; 2026Q2: 283,379 shares 283,379 $27.4M 0.65% +2,952 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: 29,370 shares; 2025Q1: 29,343 shares; 2025Q2: 29,019 shares; 2025Q3: 28,926 shares; 2025Q4: 28,885 shares; 2026Q1: 29,052 shares; 2026Q2: 28,446 shares 28,446 $27.4M 0.65% -606 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: 106,499 shares; 2024Q4: 102,632 shares; 2025Q1: 101,033 shares; 2025Q2: 99,368 shares; 2025Q3: 99,669 shares; 2025Q4: 98,244 shares; 2026Q1: 96,049 shares; 2026Q2: 101,071 shares 101,071 $27.3M 0.65% +5,022 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,276 shares; 2024Q4: 100,494 shares; 2025Q1: 98,277 shares; 2025Q2: 97,345 shares; 2025Q3: 95,719 shares; 2025Q4: 94,521 shares; 2026Q1: 93,845 shares; 2026Q2: 92,619 shares 92,619 $27.2M 0.64% -1,226 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: 161,492 shares; 2024Q4: 157,558 shares; 2025Q1: 160,692 shares; 2025Q2: 164,689 shares; 2025Q3: 163,947 shares; 2025Q4: 158,736 shares; 2026Q1: 159,494 shares; 2026Q2: 160,743 shares 160,743 $26.6M 0.63% +1,249 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,510 shares; 2024Q4: 62,674 shares; 2025Q1: 62,074 shares; 2025Q2: 61,894 shares; 2025Q3: 61,784 shares; 2025Q4: 61,379 shares; 2026Q1: 61,163 shares; 2026Q2: 61,163 shares 61,163 $26M 0.62% 0 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: 95,371 shares; 2024Q4: 91,843 shares; 2025Q1: 89,503 shares; 2025Q2: 85,836 shares; 2025Q3: 84,766 shares; 2025Q4: 89,738 shares; 2026Q1: 93,760 shares; 2026Q2: 94,457 shares 94,457 $25.7M 0.61% +697 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,716 shares; 2024Q4: 113,037 shares; 2025Q1: 112,294 shares; 2025Q2: 109,524 shares; 2025Q3: 109,054 shares; 2025Q4: 107,964 shares; 2026Q1: 106,882 shares; 2026Q2: 105,657 shares 105,657 $25.1M 0.6% -1,225 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: 95,611 shares; 2024Q4: 94,678 shares; 2025Q1: 95,843 shares; 2025Q2: 95,956 shares; 2025Q3: 89,805 shares; 2025Q4: 88,951 shares; 2026Q1: 97,037 shares; 2026Q2: 115,343 shares 115,343 $25.1M 0.6% +18,306 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,714 shares; 2024Q4: 423,251 shares; 2025Q1: 374,881 shares; 2025Q2: 372,060 shares; 2025Q3: 372,443 shares; 2025Q4: 373,832 shares; 2026Q1: 480,358 shares; 2026Q2: 571,391 shares 571,391 $24.4M 0.58% +91,033 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: 122,864 shares; 2024Q4: 118,088 shares; 2025Q1: 116,441 shares; 2025Q2: 116,837 shares; 2025Q3: 119,259 shares; 2025Q4: 119,296 shares; 2026Q1: 111,834 shares; 2026Q2: 84,979 shares 84,979 $23.4M 0.56% -26,855 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,558 shares; 2024Q4: 98,897 shares; 2025Q1: 102,530 shares; 2025Q2: 98,546 shares; 2025Q3: 96,810 shares; 2025Q4: 97,982 shares; 2026Q1: 97,368 shares; 2026Q2: 97,120 shares 97,120 $23M 0.55% -248 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,943 shares; 2024Q4: 295,161 shares; 2025Q1: 291,193 shares; 2025Q2: 288,176 shares; 2025Q3: 285,129 shares; 2025Q4: 280,741 shares; 2026Q1: 284,701 shares; 2026Q2: 285,244 shares 285,244 $22.9M 0.54% +543 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: 68,985 shares; 2024Q4: 45,874 shares; 2025Q1: 45,277 shares; 2025Q2: 44,415 shares; 2025Q3: 43,447 shares; 2025Q4: 43,471 shares; 2026Q1: 43,160 shares; 2026Q2: 43,331 shares 43,331 $21.7M 0.52% +171 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: 24,157 shares; 2024Q4: 23,666 shares; 2025Q1: 23,965 shares; 2025Q2: 24,446 shares; 2025Q3: 25,133 shares; 2025Q4: 27,182 shares; 2026Q1: 28,551 shares; 2026Q2: 28,794 shares 28,794 $21.6M 0.51% +243 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: 303,155 shares; 2024Q4: 293,979 shares; 2025Q1: 271,785 shares; 2025Q2: 266,241 shares; 2025Q3: 271,811 shares; 2025Q4: 268,282 shares; 2026Q1: 269,719 shares; 2026Q2: 261,839 shares 261,839 $21.3M 0.51% -7,880 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: 226,947 shares; 2024Q4: 228,326 shares; 2025Q1: 236,313 shares; 2025Q2: 237,947 shares; 2025Q3: 235,231 shares; 2025Q4: 244,123 shares; 2026Q1: 254,056 shares; 2026Q2: 255,612 shares 255,612 $21.2M 0.5% +1,556 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: 380,420 shares; 2024Q4: 367,014 shares; 2025Q1: 370,183 shares; 2025Q2: 360,130 shares; 2025Q3: 361,890 shares; 2025Q4: 364,438 shares; 2026Q1: 371,866 shares; 2026Q2: 368,984 shares 368,984 $21M 0.5% -2,882 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,926 shares; 2024Q4: 48,469 shares; 2025Q1: 48,219 shares; 2025Q2: 47,779 shares; 2025Q3: 46,389 shares; 2025Q4: 46,369 shares; 2026Q1: 45,367 shares; 2026Q2: 44,992 shares 44,992 $20.6M 0.49% -375 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: 59,478 shares; 2024Q4: 56,846 shares; 2025Q1: 56,263 shares; 2025Q2: 54,264 shares; 2025Q3: 50,855 shares; 2025Q4: 50,676 shares; 2026Q1: 47,816 shares; 2026Q2: 47,003 shares 47,003 $19.5M 0.46% -813 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,013 shares; 2024Q4: 68,944 shares; 2025Q1: 40,518 shares; 2025Q2: 39,700 shares; 2025Q3: 39,619 shares; 2025Q4: 39,990 shares; 2026Q1: 37,678 shares; 2026Q2: 37,131 shares 37,131 $18.9M 0.45% -547 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,396 shares; 2024Q4: 182,538 shares; 2025Q1: 180,360 shares; 2025Q2: 210,614 shares; 2025Q3: 219,482 shares; 2025Q4: 222,026 shares; 2026Q1: 227,474 shares; 2026Q2: 246,269 shares 246,269 $18.9M 0.45% +18,795 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612,815 shares; 2024Q4: 593,923 shares; 2025Q1: 589,291 shares; 2025Q2: 583,406 shares; 2025Q3: 585,829 shares; 2025Q4: 568,135 shares; 2026Q1: 421,991 shares; 2026Q2: 316,811 shares 316,811 $18.3M 0.44% -105,180 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: 162,484 shares; 2024Q4: 157,206 shares; 2025Q1: 151,351 shares; 2025Q2: 144,260 shares; 2025Q3: 140,915 shares; 2025Q4: 138,500 shares; 2026Q1: 134,981 shares; 2026Q2: 134,186 shares 134,186 $18.2M 0.43% -795 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: 52,144 shares; 2024Q4: 57,475 shares; 2025Q1: 56,350 shares; 2025Q2: 52,259 shares; 2025Q3: 55,546 shares; 2025Q4: 46,273 shares; 2026Q1: 47,296 shares; 2026Q2: 48,879 shares 48,879 $18.1M 0.43% +1,583 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: 14,420 shares; 2024Q4: 15,343 shares; 2025Q1: 15,422 shares; 2025Q2: 17,088 shares; 2025Q3: 18,776 shares; 2025Q4: 23,010 shares; 2026Q1: 23,933 shares; 2026Q2: 24,328 shares 24,328 $17.9M 0.43% +395 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,767 shares; 2024Q4: 88,012 shares; 2025Q1: 105,026 shares; 2025Q2: 211,172 shares; 2025Q3: 223,127 shares; 2025Q4: 247,223 shares; 2026Q1: 275,662 shares; 2026Q2: 280,219 shares 280,219 $16.7M 0.4% +4,557 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: 198,652 shares; 2024Q4: 194,260 shares; 2025Q1: 192,917 shares; 2025Q2: 188,289 shares; 2025Q3: 188,518 shares; 2025Q4: 190,085 shares; 2026Q1: 189,227 shares; 2026Q2: 189,720 shares 189,720 $16.7M 0.4% +493 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: 109,976 shares; 2024Q4: 106,424 shares; 2025Q1: 102,343 shares; 2025Q2: 98,193 shares; 2025Q3: 97,406 shares; 2025Q4: 96,842 shares; 2026Q1: 97,319 shares; 2026Q2: 96,657 shares 96,657 $16.3M 0.39% -662 Timeline SDY 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: 108,994 shares; 2024Q4: 108,542 shares; 2025Q1: 107,959 shares; 2025Q2: 107,361 shares; 2025Q3: 106,833 shares; 2025Q4: 108,878 shares; 2026Q1: 106,752 shares; 2026Q2: 107,071 shares 107,071 $16.3M 0.39% +319 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,213 shares; 2024Q4: 64,487 shares; 2025Q1: 64,648 shares; 2025Q2: 71,122 shares; 2025Q3: 71,671 shares; 2025Q4: 67,226 shares; 2026Q1: 69,159 shares; 2026Q2: 70,464 shares 70,464 $16M 0.38% +1,305 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: 128,645 shares; 2024Q4: 146,230 shares; 2025Q1: 170,387 shares; 2025Q2: 171,262 shares; 2025Q3: 182,822 shares; 2025Q4: 184,844 shares; 2026Q1: 210,383 shares; 2026Q2: 215,402 shares 215,402 $15.8M 0.38% +5,019 Timeline VOE 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: 28,388 shares; 2024Q4: 29,755 shares; 2025Q1: 33,253 shares; 2025Q2: 43,957 shares; 2025Q3: 54,531 shares; 2025Q4: 69,230 shares; 2026Q1: 78,918 shares; 2026Q2: 79,677 shares 79,677 $15.7M 0.37% +759 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: 124,627 shares; 2024Q4: 131,994 shares; 2025Q1: 139,552 shares; 2025Q2: 160,273 shares; 2025Q3: 171,052 shares; 2025Q4: 184,397 shares; 2026Q1: 210,016 shares; 2026Q2: 211,295 shares 211,295 $15.1M 0.36% +1,279 Timeline BIV 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: 93,084 shares; 2024Q4: 94,953 shares; 2025Q1: 172,364 shares; 2025Q2: 180,468 shares; 2025Q3: 182,800 shares; 2025Q4: 182,035 shares; 2026Q1: 187,204 shares; 2026Q2: 194,879 shares 194,879 $14.9M 0.35% +7,675 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,773 shares; 2024Q4: 11,858 shares; 2025Q1: 11,549 shares; 2025Q2: 14,298 shares; 2025Q3: 23,223 shares; 2025Q4: 29,373 shares; 2026Q1: 29,848 shares; 2026Q2: 111,881 shares 111,881 $13.9M 0.33% +82,033 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,152 shares; 2024Q4: 89,261 shares; 2025Q1: 88,298 shares; 2025Q2: 97,209 shares; 2025Q3: 96,438 shares; 2025Q4: 88,264 shares; 2026Q1: 87,577 shares; 2026Q2: 98,426 shares 98,426 $13.5M 0.32% +10,849 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,754 shares; 2024Q4: 67,171 shares; 2025Q1: 63,539 shares; 2025Q2: 61,765 shares; 2025Q3: 61,428 shares; 2025Q4: 61,026 shares; 2026Q1: 60,482 shares; 2026Q2: 59,572 shares 59,572 $13.3M 0.32% -910 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: 154,464 shares; 2024Q4: 144,714 shares; 2025Q1: 119,812 shares; 2025Q2: 105,451 shares; 2025Q3: 97,859 shares; 2025Q4: 101,341 shares; 2026Q1: 100,610 shares; 2026Q2: 96,870 shares 96,870 $12.4M 0.3% -3,740 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: 135,422 shares; 2024Q4: 133,089 shares; 2025Q1: 119,471 shares; 2025Q2: 115,344 shares; 2025Q3: 107,558 shares; 2025Q4: 105,531 shares; 2026Q1: 104,501 shares; 2026Q2: 107,829 shares 107,829 $12.2M 0.29% +3,328 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: 22,383 shares; 2024Q4: 22,635 shares; 2025Q1: 24,058 shares; 2025Q2: 28,590 shares; 2025Q3: 27,273 shares; 2025Q4: 32,661 shares; 2026Q1: 32,464 shares; 2026Q2: 32,019 shares 32,019 $11.8M 0.28% -445 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,964 shares; 2024Q4: 12,017 shares; 2025Q1: 12,233 shares; 2025Q2: 10,681 shares; 2025Q3: 26,823 shares; 2025Q4: 36,971 shares; 2026Q1: 39,392 shares; 2026Q2: 38,876 shares 38,876 $11.7M 0.28% -516 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: 35,755 shares; 2024Q4: 32,900 shares; 2025Q1: 33,048 shares; 2025Q2: 33,511 shares; 2025Q3: 35,309 shares; 2025Q4: 37,829 shares; 2026Q1: 38,707 shares; 2026Q2: 39,054 shares 39,054 $11.6M 0.28% +347 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,993 shares; 2024Q4: 80,528 shares; 2025Q1: 76,780 shares; 2025Q2: 80,026 shares; 2025Q3: 78,962 shares; 2025Q4: 72,355 shares; 2026Q1: 72,404 shares; 2026Q2: 70,390 shares 70,390 $11.1M 0.26% -2,014 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: 152,925 shares; 2024Q4: 153,685 shares; 2025Q1: 156,958 shares; 2025Q2: 157,452 shares; 2025Q3: 151,185 shares; 2025Q4: 143,136 shares; 2026Q1: 145,110 shares; 2026Q2: 140,793 shares 140,793 $10.9M 0.26% -4,317 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: 72,084 shares; 2024Q4: 70,234 shares; 2025Q1: 69,636 shares; 2025Q2: 67,310 shares; 2025Q3: 62,176 shares; 2025Q4: 60,231 shares; 2026Q1: 57,427 shares; 2026Q2: 54,941 shares 54,941 $10.5M 0.25% -2,486 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: 98,620 shares; 2024Q4: 98,029 shares; 2025Q1: 97,976 shares; 2025Q2: 96,450 shares; 2025Q3: 95,669 shares; 2025Q4: 92,947 shares; 2026Q1: 109,048 shares; 2026Q2: 109,291 shares 109,291 $10.5M 0.25% +243 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,972 shares; 2024Q4: 188,528 shares; 2025Q1: 191,033 shares; 2025Q2: 175,307 shares; 2025Q3: 161,789 shares; 2025Q4: 152,991 shares; 2026Q1: 140,060 shares; 2026Q2: 136,697 shares 136,697 $10.3M 0.24% -3,363 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: 143,269 shares; 2024Q4: 137,895 shares; 2025Q1: 128,408 shares; 2025Q2: 124,091 shares; 2025Q3: 128,811 shares; 2025Q4: 120,607 shares; 2026Q1: 116,761 shares; 2026Q2: 113,446 shares 113,446 $10.3M 0.24% -3,315 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,537 shares; 2024Q4: 92,963 shares; 2025Q1: 92,747 shares; 2025Q2: 88,948 shares; 2025Q3: 87,498 shares; 2025Q4: 87,365 shares; 2026Q1: 87,643 shares; 2026Q2: 84,457 shares 84,457 $9.92M 0.24% -3,186 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,679 shares 68,679 $9.83M 0.23% new 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: 39,423 shares; 2024Q4: 35,682 shares; 2025Q1: 34,043 shares; 2025Q2: 34,643 shares; 2025Q3: 43,742 shares; 2025Q4: 40,775 shares; 2026Q1: 39,861 shares; 2026Q2: 38,841 shares 38,841 $9.77M 0.23% -1,020 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,531 shares; 2024Q4: 17,351 shares; 2025Q1: 19,829 shares; 2025Q2: 20,157 shares; 2025Q3: 20,312 shares; 2025Q4: 20,813 shares; 2026Q1: 24,898 shares; 2026Q2: 26,188 shares 26,188 $9.58M 0.23% +1,290 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: 171,778 shares; 2024Q4: 170,938 shares; 2025Q1: 180,182 shares; 2025Q2: 179,132 shares; 2025Q3: 184,793 shares; 2025Q4: 182,964 shares; 2026Q1: 177,589 shares; 2026Q2: 118,886 shares 118,886 $9.3M 0.22% -58,703 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: 26,547 shares; 2024Q4: 25,505 shares; 2025Q1: 24,438 shares; 2025Q2: 23,640 shares; 2025Q3: 23,515 shares; 2025Q4: 23,024 shares; 2026Q1: 22,574 shares; 2026Q2: 23,231 shares 23,231 $9.23M 0.22% +657 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,491 shares; 2024Q4: 167,348 shares; 2025Q1: 161,854 shares; 2025Q2: 152,462 shares; 2025Q3: 151,594 shares; 2025Q4: 150,974 shares; 2026Q1: 147,264 shares; 2026Q2: 145,731 shares 145,731 $8.8M 0.21% -1,533 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: 402,742 shares; 2024Q4: 378,119 shares; 2025Q1: 376,761 shares; 2025Q2: 376,273 shares; 2025Q3: 374,380 shares; 2025Q4: 366,216 shares; 2026Q1: 370,358 shares; 2026Q2: 358,103 shares 358,103 $8.79M 0.21% -12,255 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: 125,117 shares; 2024Q4: 88,328 shares; 2025Q1: 82,169 shares; 2025Q2: 73,563 shares; 2025Q3: 71,915 shares; 2025Q4: 64,339 shares; 2026Q1: 63,133 shares; 2026Q2: 60,919 shares 60,919 $8.51M 0.2% -2,214 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,092 shares; 2024Q4: 14,518 shares; 2025Q1: 19,925 shares; 2025Q2: 23,539 shares; 2025Q3: 25,537 shares; 2025Q4: 30,931 shares; 2026Q1: 33,889 shares; 2026Q2: 34,741 shares 34,741 $8.44M 0.2% +852 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,890 shares; 2024Q4: 40,040 shares; 2025Q1: 39,855 shares; 2025Q2: 38,902 shares; 2025Q3: 36,901 shares; 2025Q4: 36,301 shares; 2026Q1: 35,152 shares; 2026Q2: 34,394 shares 34,394 $8.34M 0.2% -758 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: 88,940 shares; 2024Q4: 84,541 shares; 2025Q1: 83,752 shares; 2025Q2: 82,827 shares; 2025Q3: 82,872 shares; 2025Q4: 82,214 shares; 2026Q1: 81,403 shares; 2026Q2: 80,980 shares 80,980 $8.28M 0.2% -423 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: 26,762 shares; 2024Q4: 26,346 shares; 2025Q1: 24,336 shares; 2025Q2: 23,811 shares; 2025Q3: 23,292 shares; 2025Q4: 23,515 shares; 2026Q1: 22,995 shares; 2026Q2: 22,395 shares 22,395 $8.11M 0.19% -600 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: 65,522 shares; 2024Q4: 63,916 shares; 2025Q1: 63,363 shares; 2025Q2: 61,772 shares; 2025Q3: 59,333 shares; 2025Q4: 56,015 shares; 2026Q1: 56,591 shares; 2026Q2: 53,430 shares 53,430 $7.92M 0.19% -3,161 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447,080 shares; 2024Q4: 410,341 shares; 2025Q1: 392,595 shares; 2025Q2: 390,438 shares; 2025Q3: 391,037 shares; 2025Q4: 156,340 shares; 2026Q1: 173,192 shares; 2026Q2: 160,895 shares 160,895 $7.89M 0.19% -12,297 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: 25,564 shares; 2024Q4: 25,137 shares; 2025Q1: 24,920 shares; 2025Q2: 24,593 shares; 2025Q3: 24,561 shares; 2025Q4: 24,019 shares; 2026Q1: 22,874 shares; 2026Q2: 22,318 shares 22,318 $7.87M 0.19% -556 Timeline SCHO 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: 126,590 shares; 2024Q4: 243,418 shares; 2025Q1: 242,289 shares; 2025Q2: 247,536 shares; 2025Q3: 231,874 shares; 2025Q4: 247,617 shares; 2026Q1: 274,670 shares; 2026Q2: 325,596 shares 325,596 $7.86M 0.19% +50,926 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,020 shares; 2024Q4: 144,477 shares; 2025Q1: 151,932 shares; 2025Q2: 90,712 shares; 2025Q3: 79,965 shares; 2025Q4: 82,227 shares; 2026Q1: 62,573 shares; 2026Q2: 61,048 shares 61,048 $7.67M 0.18% -1,525 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: 34,241 shares 34,241 $7.67M 0.18% 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: 34,241 shares 34,241 $7.57M 0.18% new 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: 20,604 shares; 2024Q4: 20,894 shares; 2025Q1: 22,262 shares; 2025Q2: 23,088 shares; 2025Q3: 23,535 shares; 2025Q4: 23,496 shares; 2026Q1: 23,060 shares; 2026Q2: 22,667 shares 22,667 $7.14M 0.17% -393 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,203 shares; 2025Q2: 25,903 shares; 2025Q3: 32,623 shares; 2025Q4: 33,865 shares; 2026Q1: 37,290 shares; 2026Q2: 41,281 shares 41,281 $6.92M 0.16% +3,991 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: 60,613 shares; 2024Q4: 60,645 shares; 2025Q1: 60,755 shares; 2025Q2: 51,342 shares; 2025Q3: 49,700 shares; 2025Q4: 44,191 shares; 2026Q1: 42,996 shares; 2026Q2: 42,872 shares 42,872 $6.33M 0.15% -124 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,986 shares; 2024Q4: 141,453 shares; 2025Q1: 138,165 shares; 2025Q2: 132,457 shares; 2025Q3: 126,853 shares; 2025Q4: 126,185 shares; 2026Q1: 124,112 shares; 2026Q2: 122,198 shares 122,198 $6.09M 0.14% -1,914 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: 76,344 shares; 2024Q4: 72,718 shares; 2025Q1: 69,408 shares; 2025Q2: 69,499 shares; 2025Q3: 72,768 shares; 2025Q4: 66,889 shares; 2026Q1: 65,180 shares; 2026Q2: 64,694 shares 64,694 $5.93M 0.14% -486 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: 6,797 shares; 2024Q4: 6,794 shares; 2025Q1: 6,662 shares; 2025Q2: 6,564 shares; 2025Q3: 6,408 shares; 2025Q4: 6,133 shares; 2026Q1: 6,076 shares; 2026Q2: 48,157 shares 48,157 $5.76M 0.14% +42,081 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: 47,833 shares; 2024Q4: 45,051 shares; 2025Q1: 44,110 shares; 2025Q2: 43,447 shares; 2025Q3: 42,379 shares; 2025Q4: 41,855 shares; 2026Q1: 41,500 shares; 2026Q2: 42,974 shares 42,974 $5.58M 0.13% +1,474 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,262 shares; 2024Q4: 47,220 shares; 2025Q1: 45,819 shares; 2025Q2: 44,896 shares; 2025Q3: 46,624 shares; 2025Q4: 69,117 shares; 2026Q1: 75,959 shares; 2026Q2: 76,404 shares 76,404 $5.49M 0.13% +445 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: 80,459 shares; 2024Q4: 71,665 shares; 2025Q1: 58,961 shares; 2025Q2: 59,409 shares; 2025Q3: 53,868 shares; 2025Q4: 52,178 shares; 2026Q1: 52,318 shares; 2026Q2: 56,608 shares 56,608 $5.45M 0.13% +4,290 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: 38,722 shares; 2024Q4: 37,847 shares; 2025Q1: 37,683 shares; 2025Q2: 37,644 shares; 2025Q3: 42,874 shares; 2025Q4: 37,822 shares; 2026Q1: 37,581 shares; 2026Q2: 37,781 shares 37,781 $5.41M 0.13% +200 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,046 shares; 2024Q4: 8,712 shares; 2025Q1: 9,269 shares; 2025Q2: 8,534 shares; 2025Q3: 8,542 shares; 2025Q4: 7,682 shares; 2026Q1: 7,643 shares; 2026Q2: 7,528 shares 7,528 $5.29M 0.13% -115 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,171 shares; 2024Q4: 83,358 shares; 2025Q1: 60,265 shares; 2025Q2: 55,863 shares; 2025Q3: 51,514 shares; 2025Q4: 52,530 shares; 2026Q1: 50,359 shares; 2026Q2: 50,779 shares 50,779 $5.25M 0.12% +420 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: 18,215 shares; 2024Q4: 15,924 shares; 2025Q1: 16,007 shares; 2025Q2: 16,251 shares; 2025Q3: 16,590 shares; 2025Q4: 18,057 shares; 2026Q1: 18,114 shares; 2026Q2: 18,395 shares 18,395 $5.17M 0.12% +281 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: 13,573 shares; 2024Q4: 12,568 shares; 2025Q1: 13,588 shares; 2025Q2: 14,065 shares; 2025Q3: 14,147 shares; 2025Q4: 14,041 shares; 2026Q1: 13,361 shares; 2026Q2: 14,427 shares 14,427 $4.95M 0.12% +1,066 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: 52,889 shares; 2024Q4: 51,830 shares; 2025Q1: 52,656 shares; 2025Q2: 51,853 shares; 2025Q3: 53,036 shares; 2025Q4: 53,269 shares; 2026Q1: 52,850 shares; 2026Q2: 55,445 shares 55,445 $4.58M 0.11% +2,595 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,218 shares; 2024Q4: 21,070 shares; 2025Q1: 19,314 shares; 2025Q2: 17,865 shares; 2025Q3: 17,282 shares; 2025Q4: 17,168 shares; 2026Q1: 16,845 shares; 2026Q2: 16,790 shares 16,790 $4.54M 0.11% -55 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: 55,147 shares; 2024Q4: 52,422 shares; 2025Q1: 50,179 shares; 2025Q2: 47,290 shares; 2025Q3: 46,027 shares; 2025Q4: 88,333 shares; 2026Q1: 83,544 shares; 2026Q2: 84,533 shares 84,533 $4.49M 0.11% +989 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,976 shares; 2024Q4: 42,803 shares; 2025Q1: 43,082 shares; 2025Q2: 37,134 shares; 2025Q3: 35,852 shares; 2025Q4: 25,683 shares; 2026Q1: 24,133 shares; 2026Q2: 23,298 shares 23,298 $4.43M 0.11% -835 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,695 shares; 2024Q4: 21,981 shares; 2025Q1: 21,884 shares; 2025Q2: 20,706 shares; 2025Q3: 20,215 shares; 2025Q4: 19,852 shares; 2026Q1: 21,717 shares; 2026Q2: 22,949 shares 22,949 $4.1M 0.1% +1,232 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,499 shares; 2024Q4: 27,799 shares; 2025Q1: 21,940 shares; 2025Q2: 18,758 shares; 2025Q3: 18,426 shares; 2025Q4: 18,365 shares; 2026Q1: 18,156 shares; 2026Q2: 18,892 shares 18,892 $4.09M 0.1% +736 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: 55,204 shares; 2024Q4: 54,444 shares; 2025Q1: 52,211 shares; 2025Q2: 50,482 shares; 2025Q3: 51,023 shares; 2025Q4: 50,003 shares; 2026Q1: 49,349 shares; 2026Q2: 47,540 shares 47,540 $3.95M 0.09% -1,809 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,055 shares; 2024Q4: 115,055 shares; 2025Q1: 115,055 shares; 2025Q2: 115,055 shares; 2025Q3: 115,055 shares; 2025Q4: 114,955 shares; 2026Q1: 114,955 shares; 2026Q2: 107,094 shares 107,094 $3.91M 0.09% -7,861 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,034 shares; 2024Q4: 23,549 shares; 2025Q1: 23,193 shares; 2025Q2: 23,035 shares; 2025Q3: 22,355 shares; 2025Q4: 22,184 shares; 2026Q1: 21,859 shares; 2026Q2: 21,849 shares 21,849 $3.8M 0.09% -10 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,346 shares; 2024Q4: 51,290 shares; 2025Q1: 49,124 shares; 2025Q2: 46,395 shares; 2025Q3: 45,582 shares; 2025Q4: 43,317 shares; 2026Q1: 40,739 shares; 2026Q2: 41,202 shares 41,202 $3.76M 0.09% +463 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: 251,913 shares; 2024Q4: 223,962 shares; 2025Q1: 195,644 shares; 2025Q2: 167,234 shares; 2025Q3: 165,109 shares; 2025Q4: 160,400 shares; 2026Q1: 158,511 shares; 2026Q2: 151,296 shares 151,296 $3.64M 0.09% -7,215 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,592 shares; 2024Q4: 47,433 shares; 2025Q1: 41,567 shares; 2025Q2: 42,491 shares; 2025Q3: 42,986 shares; 2025Q4: 42,675 shares; 2026Q1: 46,095 shares; 2026Q2: 49,054 shares 49,054 $3.53M 0.08% +2,959 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: 142,762 shares; 2024Q4: 136,584 shares; 2025Q1: 124,846 shares; 2025Q2: 91,002 shares; 2025Q3: 86,472 shares; 2025Q4: 55,234 shares; 2026Q1: 38,573 shares; 2026Q2: 36,148 shares 36,148 $3.49M 0.08% -2,425 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: 9,119 shares; 2024Q4: 8,828 shares; 2025Q1: 8,163 shares; 2025Q2: 7,583 shares; 2025Q3: 7,118 shares; 2025Q4: 6,947 shares; 2026Q1: 6,815 shares; 2026Q2: 6,791 shares 6,791 $3.37M 0.08% -24 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: 39,666 shares; 2024Q4: 39,680 shares; 2025Q1: 39,521 shares; 2025Q2: 38,425 shares; 2025Q3: 37,137 shares; 2025Q4: 73,969 shares; 2026Q1: 73,184 shares; 2026Q2: 73,619 shares 73,619 $3.34M 0.08% +435 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: 20,225 shares; 2024Q4: 19,996 shares; 2025Q1: 19,811 shares; 2025Q2: 18,318 shares; 2025Q3: 17,847 shares; 2025Q4: 17,862 shares; 2026Q1: 17,809 shares; 2026Q2: 17,854 shares 17,854 $3.31M 0.08% +45 Timeline VXF 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: 1,750 shares; 2024Q4: 1,599 shares; 2025Q1: 1,584 shares; 2025Q2: 2,014 shares; 2025Q3: 4,138 shares; 2025Q4: 7,379 shares; 2026Q1: 10,682 shares; 2026Q2: 13,325 shares 13,325 $3.28M 0.08% +2,643 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,535 shares; 2024Q4: 59,646 shares; 2025Q1: 59,407 shares; 2025Q2: 59,317 shares; 2025Q3: 56,481 shares; 2025Q4: 59,521 shares; 2026Q1: 62,487 shares; 2026Q2: 60,744 shares 60,744 $3.25M 0.08% -1,743 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: 21,564 shares; 2024Q4: 19,728 shares; 2025Q1: 19,646 shares; 2025Q2: 17,766 shares; 2025Q3: 17,476 shares; 2025Q4: 28,841 shares; 2026Q1: 26,882 shares; 2026Q2: 27,024 shares 27,024 $3.17M 0.08% +142 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: 36,785 shares; 2024Q4: 36,476 shares; 2025Q1: 35,276 shares; 2025Q2: 33,308 shares; 2025Q3: 20,239 shares; 2025Q4: 20,258 shares; 2026Q1: 20,012 shares; 2026Q2: 20,721 shares 20,721 $3.14M 0.07% +709 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR 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: 69,530 shares; 2025Q4: 78,226 shares; 2026Q1: 83,163 shares; 2026Q2: 96,238 shares 96,238 $3.12M 0.07% +13,075 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: 20,789 shares; 2024Q4: 20,169 shares; 2025Q1: 22,429 shares; 2025Q2: 23,986 shares; 2025Q3: 39,328 shares; 2025Q4: 27,381 shares; 2026Q1: 25,731 shares; 2026Q2: 26,330 shares 26,330 $3.07M 0.07% +599 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: 143,021 shares; 2024Q4: 139,558 shares; 2025Q1: 128,642 shares; 2025Q2: 123,575 shares; 2025Q3: 123,249 shares; 2025Q4: 70,839 shares; 2026Q1: 68,624 shares; 2026Q2: 72,255 shares 72,255 $3.06M 0.07% +3,631 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: 24,998 shares; 2024Q4: 24,473 shares; 2025Q1: 24,610 shares; 2025Q2: 22,485 shares; 2025Q3: 21,696 shares; 2025Q4: 19,886 shares; 2026Q1: 19,833 shares; 2026Q2: 19,231 shares 19,231 $3.05M 0.07% -602 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: 148,784 shares; 2024Q4: 136,477 shares; 2025Q1: 108,052 shares; 2025Q2: 86,163 shares; 2025Q3: 78,270 shares; 2025Q4: 56,910 shares; 2026Q1: 55,053 shares; 2026Q2: 52,919 shares 52,919 $3.05M 0.07% -2,134 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,809 shares; 2024Q4: 43,569 shares; 2025Q1: 41,578 shares; 2025Q2: 39,655 shares; 2025Q3: 37,175 shares; 2025Q4: 36,629 shares; 2026Q1: 36,069 shares; 2026Q2: 36,064 shares 36,064 $3M 0.07% -5 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: 77,623 shares; 2024Q4: 89,861 shares; 2025Q1: 90,863 shares; 2025Q2: 96,235 shares; 2025Q3: 101,756 shares; 2025Q4: 99,942 shares; 2026Q1: 107,792 shares; 2026Q2: 117,988 shares 117,988 $2.98M 0.07% +10,196 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: 2,901 shares; 2024Q4: 2,866 shares; 2025Q1: 2,211 shares; 2025Q2: 2,101 shares; 2025Q3: 2,168 shares; 2025Q4: 2,363 shares; 2026Q1: 2,641 shares; 2026Q2: 2,840 shares 2,840 $2.87M 0.07% +199 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: 92,268 shares; 2024Q4: 96,457 shares; 2025Q1: 99,326 shares; 2025Q2: 104,064 shares; 2025Q3: 111,897 shares; 2025Q4: 106,615 shares; 2026Q1: 108,359 shares; 2026Q2: 115,119 shares 115,119 $2.79M 0.07% +6,760 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,476 shares; 2024Q4: 16,998 shares; 2025Q1: 17,746 shares; 2025Q2: 18,243 shares; 2025Q3: 18,406 shares; 2025Q4: 17,486 shares; 2026Q1: 16,814 shares; 2026Q2: 16,553 shares 16,553 $2.72M 0.06% -261 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: 113,397 shares; 2024Q4: 113,767 shares; 2025Q1: 111,979 shares; 2025Q2: 114,946 shares; 2025Q3: 120,229 shares; 2025Q4: 111,000 shares; 2026Q1: 112,394 shares; 2026Q2: 112,019 shares 112,019 $2.71M 0.06% -375 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: 68,496 shares; 2024Q4: 65,985 shares; 2025Q1: 64,622 shares; 2025Q2: 60,610 shares; 2025Q3: 59,366 shares; 2025Q4: 54,000 shares; 2026Q1: 50,072 shares; 2026Q2: 49,877 shares 49,877 $2.67M 0.06% -195 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: 26,905 shares; 2024Q4: 26,679 shares; 2025Q1: 26,672 shares; 2025Q2: 25,942 shares; 2025Q3: 25,849 shares; 2025Q4: 25,819 shares; 2026Q1: 25,810 shares; 2026Q2: 25,490 shares 25,490 $2.65M 0.06% -320 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: 7,217 shares; 2024Q4: 7,122 shares; 2025Q1: 6,926 shares; 2025Q2: 6,232 shares; 2025Q3: 5,862 shares; 2025Q4: 5,632 shares; 2026Q1: 5,636 shares; 2026Q2: 7,807 shares 7,807 $2.64M 0.06% +2,171 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: 49,098 shares; 2024Q4: 76,394 shares; 2025Q1: 79,936 shares; 2025Q2: 85,455 shares; 2025Q3: 90,683 shares; 2025Q4: 98,624 shares; 2026Q1: 108,993 shares; 2026Q2: 121,000 shares 121,000 $2.64M 0.06% +12,007 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,191 shares; 2024Q4: 25,484 shares; 2025Q1: 25,398 shares; 2025Q2: 21,307 shares; 2025Q3: 19,784 shares; 2025Q4: 20,026 shares; 2026Q1: 19,077 shares; 2026Q2: 18,778 shares 18,778 $2.57M 0.06% -299 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,968 shares; 2024Q4: 6,371 shares; 2025Q1: 5,962 shares; 2025Q2: 5,644 shares; 2025Q3: 5,958 shares; 2025Q4: 5,699 shares; 2026Q1: 5,257 shares; 2026Q2: 19,404 shares 19,404 $2.53M 0.06% +14,147 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: 56,978 shares; 2024Q4: 73,164 shares; 2025Q1: 74,764 shares; 2025Q2: 79,975 shares; 2025Q3: 85,667 shares; 2025Q4: 87,656 shares; 2026Q1: 93,278 shares; 2026Q2: 107,218 shares 107,218 $2.48M 0.06% +13,940 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,021 shares; 2024Q4: 24,750 shares; 2025Q1: 24,864 shares; 2025Q2: 22,535 shares; 2025Q3: 22,441 shares; 2025Q4: 22,108 shares; 2026Q1: 20,772 shares; 2026Q2: 21,625 shares 21,625 $2.46M 0.06% +853 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: 53,139 shares; 2024Q4: 49,152 shares; 2025Q1: 48,445 shares; 2025Q2: 47,191 shares; 2025Q3: 46,543 shares; 2025Q4: 36,570 shares; 2026Q1: 25,754 shares; 2026Q2: 22,542 shares 22,542 $2.43M 0.06% -3,212 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: 4,430 shares; 2024Q4: 4,444 shares; 2025Q1: 4,430 shares; 2025Q2: 4,430 shares; 2025Q3: 4,419 shares; 2025Q4: 4,379 shares; 2026Q1: 4,379 shares; 2026Q2: 4,374 shares 4,374 $2.29M 0.05% -5 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.05% 0 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 36,114 shares; 2026Q1: 37,809 shares; 2026Q2: 43,782 shares 43,782 $2.21M 0.05% +5,973 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: 1,626 shares; 2024Q4: 1,771 shares; 2025Q1: 1,765 shares; 2025Q2: 1,719 shares; 2025Q3: 1,870 shares; 2025Q4: 2,064 shares; 2026Q1: 2,033 shares; 2026Q2: 2,323 shares 2,323 $2.17M 0.05% +290 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,653 shares; 2024Q4: 75,025 shares; 2025Q1: 75,864 shares; 2025Q2: 82,291 shares; 2025Q3: 89,440 shares; 2025Q4: 92,886 shares; 2026Q1: 89,132 shares; 2026Q2: 92,716 shares 92,716 $2.12M 0.05% +3,584 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: 31,475 shares; 2024Q4: 40,660 shares; 2025Q1: 44,249 shares; 2025Q2: 54,421 shares; 2025Q3: 61,735 shares; 2025Q4: 78,348 shares; 2026Q1: 85,609 shares; 2026Q2: 100,092 shares 100,092 $2.09M 0.05% +14,483 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,059 shares; 2024Q4: 8,059 shares; 2025Q1: 7,893 shares; 2025Q2: 7,843 shares; 2025Q3: 7,543 shares; 2025Q4: 7,473 shares; 2026Q1: 6,948 shares; 2026Q2: 6,698 shares 6,698 $2.01M 0.05% -250 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: 27,700 shares; 2024Q4: 35,800 shares; 2025Q1: 37,050 shares; 2025Q2: 40,939 shares; 2025Q3: 45,798 shares; 2025Q4: 60,881 shares; 2026Q1: 69,537 shares; 2026Q2: 77,631 shares 77,631 $1.96M 0.05% +8,094 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: 24,250 shares; 2024Q4: 32,200 shares; 2025Q1: 33,900 shares; 2025Q2: 34,770 shares; 2025Q3: 38,935 shares; 2025Q4: 57,100 shares; 2026Q1: 67,913 shares; 2026Q2: 75,757 shares 75,757 $1.95M 0.05% +7,844 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: 41,050 shares; 2024Q4: 38,596 shares; 2025Q1: 37,688 shares; 2025Q2: 36,155 shares; 2025Q3: 36,032 shares; 2025Q4: 35,563 shares; 2026Q1: 38,102 shares; 2026Q2: 41,867 shares 41,867 $1.95M 0.05% +3,765 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,800 shares; 2024Q4: 66,729 shares; 2025Q1: 69,719 shares; 2025Q2: 84,305 shares; 2025Q3: 88,098 shares; 2025Q4: 89,817 shares; 2026Q1: 84,933 shares; 2026Q2: 86,818 shares 86,818 $1.94M 0.05% +1,885 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,943 shares; 2024Q4: 22,040 shares; 2025Q1: 21,834 shares; 2025Q2: 19,327 shares; 2025Q3: 18,749 shares; 2025Q4: 18,773 shares; 2026Q1: 18,970 shares; 2026Q2: 18,655 shares 18,655 $1.94M 0.05% -315 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,404 shares; 2024Q4: 59,128 shares; 2025Q1: 59,290 shares; 2025Q2: 74,568 shares; 2025Q3: 80,639 shares; 2025Q4: 85,024 shares; 2026Q1: 82,547 shares; 2026Q2: 87,512 shares 87,512 $1.94M 0.05% +4,965 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: 8,535 shares; 2024Q4: 7,725 shares; 2025Q1: 7,725 shares; 2025Q2: 7,550 shares; 2025Q3: 7,770 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,405 shares 7,405 $1.89M 0.04% -95 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,621 shares; 2024Q4: 20,980 shares; 2025Q1: 20,640 shares; 2025Q2: 19,615 shares; 2025Q3: 23,822 shares; 2025Q4: 21,950 shares; 2026Q1: 21,005 shares; 2026Q2: 21,213 shares 21,213 $1.88M 0.04% +208 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,534 shares; 2024Q4: 40,028 shares; 2025Q1: 40,384 shares; 2025Q2: 38,275 shares; 2025Q3: 38,275 shares; 2025Q4: 38,868 shares; 2026Q1: 38,905 shares; 2026Q2: 38,740 shares 38,740 $1.84M 0.04% -165 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: 9,435 shares; 2024Q4: 5,220 shares; 2025Q1: 5,363 shares; 2025Q2: 4,434 shares; 2025Q3: 4,176 shares; 2025Q4: 4,505 shares; 2026Q1: 4,348 shares; 2026Q2: 4,837 shares 4,837 $1.83M 0.04% +489 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 42,765 shares; 2026Q2: 41,915 shares 41,915 $1.82M 0.04% -850 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: 13,366 shares; 2024Q4: 8,891 shares; 2025Q1: 8,693 shares; 2025Q2: 8,558 shares; 2025Q3: 14,066 shares; 2025Q4: 9,949 shares; 2026Q1: 9,866 shares; 2026Q2: 11,099 shares 11,099 $1.8M 0.04% +1,233 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: 2,165 shares; 2024Q4: 2,098 shares; 2025Q1: 2,144 shares; 2025Q2: 2,153 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,056 shares; 2026Q2: 2,456 shares 2,456 $1.78M 0.04% +400 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,694 shares; 2025Q4: 44,694 shares; 2026Q1: 44,694 shares; 2026Q2: 44,694 shares 44,694 $1.76M 0.04% 0 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,340 shares; 2024Q4: 41,265 shares; 2025Q1: 37,995 shares; 2025Q2: 36,375 shares; 2025Q3: 34,003 shares; 2025Q4: 34,003 shares; 2026Q1: 33,295 shares; 2026Q2: 33,295 shares 33,295 $1.72M 0.04% 0 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,347 shares; 2024Q4: 7,775 shares; 2025Q1: 7,775 shares; 2025Q2: 7,775 shares; 2025Q3: 7,775 shares; 2025Q4: 10,312 shares; 2026Q1: 10,312 shares; 2026Q2: 10,312 shares 10,312 $1.71M 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,370 shares; 2024Q4: 26,370 shares; 2025Q1: 26,260 shares; 2025Q2: 26,260 shares; 2025Q3: 19,058 shares; 2025Q4: 19,546 shares; 2026Q1: 19,058 shares; 2026Q2: 19,058 shares 19,058 $1.66M 0.04% 0 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: 552 shares; 2024Q4: 543 shares; 2025Q1: 547 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 543 shares; 2026Q1: 543 shares; 2026Q2: 5,430 shares 5,430 $1.64M 0.04% +4,887 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,296 shares 20,296 $1.6M 0.04% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,170 shares; 2024Q4: 12,480 shares; 2025Q1: 12,320 shares; 2025Q2: 11,653 shares; 2025Q3: 16,109 shares; 2025Q4: 8,888 shares; 2026Q1: 8,738 shares; 2026Q2: 8,715 shares 8,715 $1.54M 0.04% -23 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,217 shares; 2024Q4: 6,128 shares; 2025Q1: 6,144 shares; 2025Q2: 6,077 shares; 2025Q3: 5,988 shares; 2025Q4: 6,354 shares; 2026Q1: 3,721 shares; 2026Q2: 3,728 shares 3,728 $1.53M 0.04% +7 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: 64,961 shares; 2024Q4: 73,170 shares; 2025Q1: 79,845 shares; 2025Q2: 46,613 shares; 2025Q3: 37,710 shares; 2025Q4: 31,523 shares; 2026Q1: 15,675 shares; 2026Q2: 14,129 shares 14,129 $1.52M 0.04% -1,546 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: not reported; 2024Q4: not reported; 2025Q1: 8,075 shares; 2025Q2: 10,445 shares; 2025Q3: 18,758 shares; 2025Q4: 37,973 shares; 2026Q1: 51,044 shares; 2026Q2: 57,703 shares 57,703 $1.5M 0.04% +6,659 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 415 shares; 2025Q2: 409 shares; 2025Q3: 934 shares; 2025Q4: 1,109 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $1.5M 0.04% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,721 shares; 2024Q4: 55,050 shares; 2025Q1: 55,043 shares; 2025Q2: 62,076 shares; 2025Q3: 63,819 shares; 2025Q4: 66,748 shares; 2026Q1: 68,749 shares; 2026Q2: 69,243 shares 69,243 $1.5M 0.04% +494 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: 10,712 shares; 2024Q4: 4,750 shares; 2025Q1: 4,784 shares; 2025Q2: 3,168 shares; 2025Q3: 4,219 shares; 2025Q4: 3,545 shares; 2026Q1: 3,312 shares; 2026Q2: 3,936 shares 3,936 $1.47M 0.03% +624 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: 3,173 shares; 2024Q4: 3,624 shares; 2025Q1: 6,407 shares; 2025Q2: 5,228 shares; 2025Q3: 4,153 shares; 2025Q4: 3,981 shares; 2026Q1: 3,719 shares; 2026Q2: 3,373 shares 3,373 $1.42M 0.03% -346 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,280 shares; 2024Q4: 40,896 shares; 2025Q1: 41,161 shares; 2025Q2: 40,323 shares; 2025Q3: 40,883 shares; 2025Q4: 38,638 shares; 2026Q1: 37,771 shares; 2026Q2: 34,748 shares 34,748 $1.35M 0.03% -3,023 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: 7,899 shares; 2024Q4: 7,861 shares; 2025Q1: 7,602 shares; 2025Q2: 7,304 shares; 2025Q3: 7,251 shares; 2025Q4: 7,078 shares; 2026Q1: 7,078 shares; 2026Q2: 6,003 shares 6,003 $1.34M 0.03% -1,075 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: 19,637 shares; 2024Q4: 19,307 shares; 2025Q1: 18,424 shares; 2025Q2: 13,784 shares; 2025Q3: 12,905 shares; 2025Q4: 12,591 shares; 2026Q1: 11,949 shares; 2026Q2: 12,161 shares 12,161 $1.3M 0.03% +212 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,437 shares; 2024Q4: 40,547 shares; 2025Q1: 43,583 shares; 2025Q2: 50,546 shares; 2025Q3: 56,836 shares; 2025Q4: 59,917 shares; 2026Q1: 59,398 shares; 2026Q2: 62,571 shares 62,571 $1.22M 0.03% +3,173 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,700 shares; 2024Q4: 22,007 shares; 2025Q1: 22,007 shares; 2025Q2: 22,007 shares; 2025Q3: 19,366 shares; 2025Q4: 16,725 shares; 2026Q1: 16,725 shares; 2026Q2: 16,725 shares 16,725 $1.2M 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,094 shares; 2024Q4: 12,094 shares; 2025Q1: 12,266 shares; 2025Q2: 12,154 shares; 2025Q3: 10,804 shares; 2025Q4: 10,804 shares; 2026Q1: 10,804 shares; 2026Q2: 10,804 shares 10,804 $1.2M 0.03% 0 Timeline SCHX 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: 5,509 shares; 2024Q4: 16,527 shares; 2025Q1: 27,503 shares; 2025Q2: 21,026 shares; 2025Q3: 15,986 shares; 2025Q4: 15,557 shares; 2026Q1: 15,526 shares; 2026Q2: 40,275 shares 40,275 $1.19M 0.03% +24,749 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,314 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,112 shares; 2026Q1: 1,383 shares; 2026Q2: 2,383 shares 2,383 $1.18M 0.03% +1,000 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: 24,114 shares; 2024Q4: 24,333 shares; 2025Q1: 24,835 shares; 2025Q2: 25,209 shares; 2025Q3: 25,808 shares; 2025Q4: 24,988 shares; 2026Q1: 26,128 shares; 2026Q2: 26,579 shares 26,579 $1.17M 0.03% +451 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: 80,577 shares; 2024Q4: 78,043 shares; 2025Q1: 76,536 shares; 2025Q2: 68,657 shares; 2025Q3: 83,504 shares; 2025Q4: 66,868 shares; 2026Q1: 59,904 shares; 2026Q2: 54,863 shares 54,863 $1.14M 0.03% -5,041 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,449 shares; 2024Q4: 71,647 shares; 2025Q1: 67,955 shares; 2025Q2: 57,371 shares; 2025Q3: 54,292 shares; 2025Q4: 49,347 shares; 2026Q1: 48,195 shares; 2026Q2: 47,199 shares 47,199 $1.13M 0.03% -996 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,701 shares; 2024Q4: 7,635 shares; 2025Q1: 8,135 shares; 2025Q2: 8,135 shares; 2025Q3: 7,845 shares; 2025Q4: 7,790 shares; 2026Q1: 7,390 shares; 2026Q2: 7,130 shares 7,130 $1.11M 0.03% -260 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: 8,812 shares; 2024Q4: 8,490 shares; 2025Q1: 8,325 shares; 2025Q2: 8,101 shares; 2025Q3: 7,356 shares; 2025Q4: 7,286 shares; 2026Q1: 7,274 shares; 2026Q2: 7,039 shares 7,039 $1.1M 0.03% -235 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 14,713 shares; 2026Q1: 17,044 shares; 2026Q2: 21,822 shares 21,822 $1.09M 0.03% +4,778 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $1.09M 0.03% new 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: 8,458 shares; 2024Q4: 7,193 shares; 2025Q1: 7,003 shares; 2025Q2: 7,447 shares; 2025Q3: 7,472 shares; 2025Q4: 6,973 shares; 2026Q1: 6,718 shares; 2026Q2: 7,212 shares 7,212 $1.06M 0.03% +494 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: 12,190 shares; 2024Q4: 11,597 shares; 2025Q1: 10,728 shares; 2025Q2: 5,081 shares; 2025Q3: 4,469 shares; 2025Q4: 6,082 shares; 2026Q1: 6,799 shares; 2026Q2: 6,639 shares 6,639 $1.05M 0.02% -160 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,254 shares; 2024Q4: 52,474 shares; 2025Q1: 50,262 shares; 2025Q2: 47,658 shares; 2025Q3: 48,687 shares; 2025Q4: 46,820 shares; 2026Q1: 46,109 shares; 2026Q2: 24,966 shares 24,966 $1.02M 0.02% -21,143 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,779 shares; 2025Q2: 3,779 shares; 2025Q3: 3,844 shares; 2025Q4: 3,859 shares; 2026Q1: 4,577 shares; 2026Q2: 4,753 shares 4,753 $1.01M 0.02% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,088 shares; 2026Q2: 9,168 shares 9,168 $987K 0.02% +6,080 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,415 shares; 2025Q2: 5,620 shares; 2025Q3: 5,620 shares; 2025Q4: 2,620 shares; 2026Q1: 1,320 shares; 2026Q2: 4,020 shares 4,020 $973K 0.02% +2,700 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: not reported; 2026Q1: 31,421 shares; 2026Q2: 37,731 shares 37,731 $966K 0.02% +6,310 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 4,714 shares; 2025Q1: 4,703 shares; 2025Q2: 4,703 shares; 2025Q3: 4,422 shares; 2025Q4: 4,166 shares; 2026Q1: 4,174 shares; 2026Q2: 4,166 shares 4,166 $946K 0.02% -8 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,074 shares; 2024Q4: 9,925 shares; 2025Q1: 9,499 shares; 2025Q2: 8,366 shares; 2025Q3: 7,599 shares; 2025Q4: 14,542 shares; 2026Q1: 16,793 shares; 2026Q2: 18,131 shares 18,131 $922K 0.02% +1,338 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: 32,345 shares; 2024Q4: 32,345 shares; 2025Q1: 32,345 shares; 2025Q2: 32,345 shares; 2025Q3: 27,468 shares; 2025Q4: 24,968 shares; 2026Q1: 24,968 shares; 2026Q2: 24,968 shares 24,968 $918K 0.02% 0 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: 7,614 shares; 2024Q4: 7,614 shares; 2025Q1: 7,704 shares; 2025Q2: 7,757 shares; 2025Q3: 7,907 shares; 2025Q4: 7,857 shares; 2026Q1: 7,857 shares; 2026Q2: 7,807 shares 7,807 $915K 0.02% -50 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,713 shares; 2024Q4: 14,100 shares; 2025Q1: 13,474 shares; 2025Q2: 12,466 shares; 2025Q3: 11,821 shares; 2025Q4: 11,315 shares; 2026Q1: 10,840 shares; 2026Q2: 10,490 shares 10,490 $903K 0.02% -350 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,727 shares; 2024Q4: 3,727 shares; 2025Q1: 3,708 shares; 2025Q2: 2,423 shares; 2025Q3: 2,475 shares; 2025Q4: 2,862 shares; 2026Q1: 2,814 shares; 2026Q2: 3,524 shares 3,524 $901K 0.02% +710 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: 2,601 shares; 2024Q4: 1,078 shares; 2025Q1: 1,048 shares; 2025Q2: 549 shares; 2025Q3: 826 shares; 2025Q4: 659 shares; 2026Q1: 566 shares; 2026Q2: 761 shares 761 $894K 0.02% +195 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 447 shares 447 $889K 0.02% new Timeline SCHG 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: 6,786 shares; 2024Q4: 27,144 shares; 2025Q1: 26,063 shares; 2025Q2: 26,899 shares; 2025Q3: 26,063 shares; 2025Q4: 26,717 shares; 2026Q1: 26,063 shares; 2026Q2: 26,189 shares 26,189 $886K 0.02% +126 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,779 shares; 2024Q4: 2,572 shares; 2025Q1: 2,413 shares; 2025Q2: 1,956 shares; 2025Q3: 2,751 shares; 2025Q4: 2,859 shares; 2026Q1: 2,822 shares; 2026Q2: 3,036 shares 3,036 $882K 0.02% +214 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: 2,695 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,688 shares; 2026Q1: 2,684 shares; 2026Q2: 2,608 shares 2,608 $861K 0.02% -76 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,788 shares; 2024Q4: 5,781 shares; 2025Q1: 5,791 shares; 2025Q2: 5,819 shares; 2025Q3: 5,819 shares; 2025Q4: 5,819 shares; 2026Q1: 5,819 shares; 2026Q2: 5,696 shares 5,696 $834K 0.02% -123 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: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,442 shares; 2025Q2: 3,186 shares; 2025Q3: 3,070 shares; 2025Q4: 3,055 shares; 2026Q1: 3,055 shares; 2026Q2: 3,955 shares 3,955 $811K 0.02% +900 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,800 shares 34,800 $805K 0.02% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842,490 shares; 2024Q4: 595,150 shares; 2025Q1: 165,382 shares; 2025Q2: 88,214 shares; 2025Q3: 60,454 shares; 2025Q4: 42,095 shares; 2026Q1: 40,842 shares; 2026Q2: 41,628 shares 41,628 $804K 0.02% +786 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,761 shares; 2024Q4: 22,966 shares; 2025Q1: 22,866 shares; 2025Q2: 22,716 shares; 2025Q3: 26,655 shares; 2025Q4: 22,029 shares; 2026Q1: 21,759 shares; 2026Q2: 21,759 shares 21,759 $804K 0.02% 0 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,842 shares; 2024Q4: 17,842 shares; 2025Q1: 17,842 shares; 2025Q2: 17,867 shares; 2025Q3: 20,302 shares; 2025Q4: 56,982 shares; 2026Q1: 56,982 shares; 2026Q2: 56,982 shares 56,982 $791K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 4,500 shares 4,500 $791K 0.02% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,342 shares; 2024Q4: 10,342 shares; 2025Q1: 10,342 shares; 2025Q2: 10,342 shares; 2025Q3: 10,342 shares; 2025Q4: 8,342 shares; 2026Q1: 10,342 shares; 2026Q2: 10,342 shares 10,342 $789K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,508 shares; 2024Q4: 28,308 shares; 2025Q1: 28,308 shares; 2025Q2: 19,744 shares; 2025Q3: 19,776 shares; 2025Q4: 22,712 shares; 2026Q1: 22,432 shares; 2026Q2: 22,532 shares 22,532 $784K 0.02% +100 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 902 shares; 2026Q2: 1,744 shares 1,744 $778K 0.02% +842 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,820 shares; 2025Q3: 2,820 shares; 2025Q4: 3,426 shares; 2026Q1: 2,405 shares; 2026Q2: 4,405 shares 4,405 $777K 0.02% +2,000 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 13,301 shares; 2025Q4: 18,586 shares; 2026Q1: 24,186 shares; 2026Q2: 27,333 shares 27,333 $770K 0.02% +3,147 Timeline IBTL 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: 12,266 shares; 2025Q1: 19,965 shares; 2025Q2: 30,787 shares; 2025Q3: 34,532 shares; 2025Q4: 38,969 shares; 2026Q1: 41,154 shares; 2026Q2: 38,089 shares 38,089 $769K 0.02% -3,065 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,459 shares; 2026Q1: 7,113 shares; 2026Q2: 8,659 shares 8,659 $767K 0.02% +1,546 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,747 shares; 2024Q4: 5,364 shares; 2025Q1: 5,721 shares; 2025Q2: 6,147 shares; 2025Q3: 5,876 shares; 2025Q4: 3,821 shares; 2026Q1: 3,817 shares; 2026Q2: 5,822 shares 5,822 $724K 0.02% +2,005 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,041 shares; 2024Q4: 16,852 shares; 2025Q1: 12,836 shares; 2025Q2: 11,171 shares; 2025Q3: 15,353 shares; 2025Q4: 14,902 shares; 2026Q1: 16,582 shares; 2026Q2: 14,805 shares 14,805 $717K 0.02% -1,777 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: 3,427 shares; 2024Q4: 3,418 shares; 2025Q1: 4,483 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 4,255 shares; 2026Q1: 6,398 shares; 2026Q2: 6,398 shares 6,398 $706K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,113 shares; 2025Q1: 1,198 shares; 2025Q2: 1,383 shares; 2025Q3: 1,334 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares; 2026Q2: 1,373 shares 1,373 $699K 0.02% -87 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 908 shares 908 $693K 0.02% new 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: 21,153 shares; 2024Q4: 21,153 shares; 2025Q1: 21,028 shares; 2025Q2: 20,526 shares; 2025Q3: 20,526 shares; 2025Q4: 20,598 shares; 2026Q1: 20,526 shares; 2026Q2: 20,532 shares 20,532 $656K 0.02% +6 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: 1,222 shares; 2024Q4: 1,217 shares; 2025Q1: 1,244 shares; 2025Q2: 1,160 shares; 2025Q3: 1,335 shares; 2025Q4: 1,658 shares; 2026Q1: 1,510 shares; 2026Q2: 2,348 shares 2,348 $654K 0.02% +838 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,024 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,526 shares 23,526 $652K 0.02% new Timeline ESGD 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: 3,063 shares; 2025Q1: 5,159 shares; 2025Q2: 5,715 shares; 2025Q3: 5,672 shares; 2025Q4: 6,027 shares; 2026Q1: 6,027 shares; 2026Q2: 6,310 shares 6,310 $649K 0.02% +283 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,155 shares; 2024Q4: 7,155 shares; 2025Q1: 2,655 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,655 shares; 2026Q1: 2,655 shares; 2026Q2: 2,655 shares 2,655 $632K 0.02% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,251 shares; 2024Q4: 36,045 shares; 2025Q1: 34,458 shares; 2025Q2: 31,774 shares; 2025Q3: 29,640 shares; 2025Q4: 29,209 shares; 2026Q1: 30,359 shares; 2026Q2: 30,659 shares 30,659 $628K 0.01% +300 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: 1,336 shares; 2024Q4: 1,299 shares; 2025Q1: 1,225 shares; 2025Q2: 1,045 shares; 2025Q3: 1,049 shares; 2025Q4: 1,076 shares; 2026Q1: 982 shares; 2026Q2: 982 shares 982 $623K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,569 shares; 2024Q4: 11,982 shares; 2025Q1: 11,878 shares; 2025Q2: 11,128 shares; 2025Q3: 10,522 shares; 2025Q4: 10,510 shares; 2026Q1: 10,305 shares; 2026Q2: 10,123 shares 10,123 $618K 0.01% -182 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,399 shares 4,399 $600K 0.01% new Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP 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: 16,422 shares 16,422 $589K 0.01% new 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: 4,624 shares; 2024Q4: 4,124 shares; 2025Q1: 4,031 shares; 2025Q2: 4,786 shares; 2025Q3: 4,278 shares; 2025Q4: 4,203 shares; 2026Q1: 4,213 shares; 2026Q2: 4,203 shares 4,203 $588K 0.01% -10 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,417 shares; 2024Q4: 29,761 shares; 2025Q1: 16,057 shares; 2025Q2: 15,867 shares; 2025Q3: 13,320 shares; 2025Q4: 12,231 shares; 2026Q1: 12,648 shares; 2026Q2: 13,217 shares 13,217 $578K 0.01% +569 Timeline SCHK 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: 7,919 shares; 2024Q4: 15,838 shares; 2025Q1: 15,838 shares; 2025Q2: 15,838 shares; 2025Q3: 15,838 shares; 2025Q4: 15,838 shares; 2026Q1: 15,838 shares; 2026Q2: 15,838 shares 15,838 $571K 0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,147 shares; 2024Q4: 18,347 shares; 2025Q1: 17,343 shares; 2025Q2: 17,343 shares; 2025Q3: 17,343 shares; 2025Q4: 17,085 shares; 2026Q1: 17,085 shares; 2026Q2: 17,085 shares 17,085 $568K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,956 shares; 2024Q4: 5,756 shares; 2025Q1: 5,756 shares; 2025Q2: 5,756 shares; 2025Q3: 5,944 shares; 2025Q4: 5,756 shares; 2026Q1: 5,756 shares; 2026Q2: 5,756 shares 5,756 $554K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: 2,786 shares; 2025Q4: 3,599 shares; 2026Q1: 3,599 shares; 2026Q2: 3,593 shares 3,593 $554K 0.01% -6 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,114 shares 1,114 $547K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: 1,675 shares; 2025Q1: 1,734 shares; 2025Q2: 1,709 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares; 2026Q1: 1,603 shares; 2026Q2: 1,543 shares 1,543 $526K 0.01% -60 Timeline IEF 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: 2,848 shares; 2025Q4: 2,848 shares; 2026Q1: 2,933 shares; 2026Q2: 5,517 shares 5,517 $522K 0.01% +2,584 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: 4,871 shares; 2024Q4: 4,848 shares; 2025Q1: 4,555 shares; 2025Q2: 4,331 shares; 2025Q3: 4,185 shares; 2025Q4: 4,188 shares; 2026Q1: 4,176 shares; 2026Q2: 4,080 shares 4,080 $516K 0.01% -96 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,075 shares; 2024Q4: 10,060 shares; 2025Q1: 10,252 shares; 2025Q2: 9,975 shares; 2025Q3: 8,309 shares; 2025Q4: 8,309 shares; 2026Q1: 8,309 shares; 2026Q2: 8,309 shares 8,309 $515K 0.01% 0 Timeline IBTM 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: 11,665 shares; 2025Q4: 17,455 shares; 2026Q1: 23,943 shares; 2026Q2: 22,670 shares 22,670 $514K 0.01% -1,273 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,650 shares; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,291 shares; 2025Q3: 2,174 shares; 2025Q4: 2,098 shares; 2026Q1: 1,998 shares; 2026Q2: 1,998 shares 1,998 $504K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI 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: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,528 shares 2,528 $498K 0.01% +28 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: 4,818 shares; 2024Q4: 4,818 shares; 2025Q1: 4,828 shares; 2025Q2: 1,818 shares; 2025Q3: 1,923 shares; 2025Q4: 2,418 shares; 2026Q1: 2,418 shares; 2026Q2: 2,418 shares 2,418 $498K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,684 shares; 2024Q4: 426,354 shares; 2025Q1: 141,880 shares; 2025Q2: 125,175 shares; 2025Q3: 119,083 shares; 2025Q4: 36,436 shares; 2026Q1: 31,898 shares; 2026Q2: 23,269 shares 23,269 $498K 0.01% -8,629 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 2,474 shares; 2026Q1: 3,236 shares; 2026Q2: 3,660 shares 3,660 $486K 0.01% +424 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: 2,956 shares; 2024Q4: 2,859 shares; 2025Q1: 3,097 shares; 2025Q2: 2,757 shares; 2025Q3: 2,485 shares; 2025Q4: 2,447 shares; 2026Q1: 2,434 shares; 2026Q2: 2,320 shares 2,320 $485K 0.01% -114 Timeline PSBQ PSB HLDGS INC More: the full row for PSB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,958 shares; 2024Q4: 14,958 shares; 2025Q1: 14,958 shares; 2025Q2: 14,958 shares; 2025Q3: 14,958 shares; 2025Q4: 9,270 shares; 2026Q1: 9,270 shares; 2026Q2: 9,270 shares 9,270 $468K 0.01% 0 Timeline SCHV 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: 4,482 shares; 2024Q4: 13,456 shares; 2025Q1: 13,446 shares; 2025Q2: 13,446 shares; 2025Q3: 13,446 shares; 2025Q4: 13,446 shares; 2026Q1: 13,446 shares; 2026Q2: 13,446 shares 13,446 $468K 0.01% 0 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: 5,938 shares; 2024Q4: 5,938 shares; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 11,609 shares; 2025Q4: 5,938 shares; 2026Q1: 6,938 shares; 2026Q2: 5,938 shares 5,938 $454K 0.01% -1,000 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,166 shares 4,166 $449K 0.01% new 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: 1,104 shares; 2024Q4: 973 shares; 2025Q1: 976 shares; 2025Q2: 953 shares; 2025Q3: 1,153 shares; 2025Q4: 1,326 shares; 2026Q1: 1,298 shares; 2026Q2: 1,252 shares 1,252 $444K 0.01% -46 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,923 shares; 2024Q4: 3,586 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,429 shares; 2026Q1: 3,483 shares; 2026Q2: 3,810 shares 3,810 $439K 0.01% +327 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS 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: 7,000 shares 7,000 $434K 0.01% new 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: 2,746 shares; 2024Q4: 2,688 shares; 2025Q1: 2,928 shares; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 3,171 shares 3,171 $434K 0.01% +704 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,835 shares; 2024Q4: 9,192 shares; 2025Q1: 7,942 shares; 2025Q2: 8,227 shares; 2025Q3: 8,352 shares; 2025Q4: 8,352 shares; 2026Q1: 8,352 shares; 2026Q2: 8,352 shares 8,352 $426K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $417K 0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 344 shares 344 $397K 0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 5,460 shares 5,460 $396K 0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,230 shares 2,230 $396K 0.01% new Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,891 shares 6,891 $396K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,253 shares; 2024Q4: 9,253 shares; 2025Q1: 9,253 shares; 2025Q2: 9,253 shares; 2025Q3: 9,253 shares; 2025Q4: 9,253 shares; 2026Q1: 9,253 shares; 2026Q2: 8,955 shares 8,955 $394K 0.01% -298 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,658 shares; 2025Q4: 681 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $392K 0.01% 0 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: 2,256 shares; 2024Q4: not reported; 2025Q1: 2,897 shares; 2025Q2: 2,707 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 6,147 shares; 2026Q2: 3,938 shares 3,938 $390K 0.01% -2,209 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,612 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,639 shares; 2026Q1: 4,639 shares; 2026Q2: 4,200 shares 4,200 $389K 0.01% -439 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,590 shares; 2025Q3: 1,698 shares; 2025Q4: 1,703 shares; 2026Q1: 1,186 shares; 2026Q2: 1,486 shares 1,486 $387K 0.01% +300 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,007 shares; 2024Q4: 4,457 shares; 2025Q1: 4,398 shares; 2025Q2: 8,606 shares; 2025Q3: 8,606 shares; 2025Q4: 8,038 shares; 2026Q1: 8,038 shares; 2026Q2: 8,006 shares 8,006 $385K 0.01% -32 Timeline VCIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,497 shares; 2025Q4: 4,714 shares; 2026Q1: 3,177 shares; 2026Q2: 4,635 shares 4,635 $383K 0.01% +1,458 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,104 shares; 2025Q1: 2,482 shares; 2025Q2: 2,843 shares; 2025Q3: 2,815 shares; 2025Q4: 3,126 shares; 2026Q1: not reported; 2026Q2: 3,914 shares 3,914 $380K 0.01% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 5,100 shares 5,100 $372K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 59 shares; 2025Q3: 58 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 2,067 shares 2,067 $368K 0.01% +2,010 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,310 shares 2,310 $367K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: not reported; 2026Q2: 917 shares 917 $365K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,175 shares; 2024Q4: 6,175 shares; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares; 2026Q1: 3,912 shares; 2026Q2: 3,706 shares 3,706 $357K 0.01% -206 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,675 shares 9,675 $357K 0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,675 shares; 2024Q4: 20,985 shares; 2025Q1: 20,143 shares; 2025Q2: 18,410 shares; 2025Q3: 18,410 shares; 2025Q4: 14,922 shares; 2026Q1: 14,922 shares; 2026Q2: 14,922 shares 14,922 $354K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,696 shares; 2024Q4: 4,648 shares; 2025Q1: 4,289 shares; 2025Q2: 4,491 shares; 2025Q3: 4,557 shares; 2025Q4: 3,564 shares; 2026Q1: not reported; 2026Q2: 8,184 shares 8,184 $353K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $350K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,357 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 8,404 shares; 2026Q1: 15,612 shares; 2026Q2: 11,404 shares 11,404 $348K 0.01% -4,208 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X 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: 4,481 shares; 2025Q4: 4,419 shares; 2026Q1: 6,022 shares; 2026Q2: 5,802 shares 5,802 $342K 0.01% -220 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $338K 0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,088 shares 1,088 $318K 0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,280 shares 3,280 $318K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,319 shares; 2024Q4: 1,504 shares; 2025Q1: 1,644 shares; 2025Q2: 1,317 shares; 2025Q3: 1,687 shares; 2025Q4: 1,882 shares; 2026Q1: 1,705 shares; 2026Q2: 1,705 shares 1,705 $315K 0.01% 0 Timeline SLYV 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: 3,853 shares; 2024Q4: 3,707 shares; 2025Q1: 3,707 shares; 2025Q2: 3,707 shares; 2025Q3: 2,857 shares; 2025Q4: 3,327 shares; 2026Q1: 2,857 shares; 2026Q2: 2,857 shares 2,857 $312K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 2,534 shares; 2025Q4: 1,514 shares; 2026Q1: 1,402 shares; 2026Q2: 890 shares 890 $304K 0.01% -512 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,146 shares; 2025Q3: 7,146 shares; 2025Q4: 7,146 shares; 2026Q1: 7,146 shares; 2026Q2: 7,146 shares 7,146 $302K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,535 shares; 2024Q4: 4,535 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares; 2026Q1: 4,680 shares; 2026Q2: 4,680 shares 4,680 $295K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $293K 0.01% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,686 shares; 2025Q2: 18,251 shares; 2025Q3: 18,251 shares; 2025Q4: 18,251 shares; 2026Q1: 18,251 shares; 2026Q2: 18,251 shares 18,251 $289K 0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,345 shares; 2025Q3: 2,315 shares; 2025Q4: 1,941 shares; 2026Q1: 1,882 shares; 2026Q2: 1,882 shares 1,882 $289K 0.01% 0 Timeline AGM-A FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $288K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $285K 0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $284K 0.01% new 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: 2,226 shares; 2024Q4: 2,226 shares; 2025Q1: 2,226 shares; 2025Q2: 2,424 shares; 2025Q3: 3,988 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $281K 0.01% new Timeline SGOV 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: 2,750 shares 2,750 $277K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,268 shares 4,268 $275K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN 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: 1,500 shares 1,500 $275K 0.01% new Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares; 2026Q2: 3,360 shares 3,360 $274K 0.01% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 5,648 shares; 2025Q1: 4,502 shares; 2025Q2: 4,502 shares; 2025Q3: 7,225 shares; 2025Q4: 2,596 shares; 2026Q1: 2,646 shares; 2026Q2: 2,646 shares 2,646 $273K 0.01% 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: 7,091 shares; 2024Q4: 7,066 shares; 2025Q1: 7,066 shares; 2025Q2: 4,991 shares; 2025Q3: 4,991 shares; 2025Q4: 4,991 shares; 2026Q1: 4,991 shares; 2026Q2: 4,991 shares 4,991 $271K 0.01% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,122 shares 2,122 $269K 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares; 2026Q2: 312 shares 312 $268K 0.01% +7 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,781 shares; 2025Q2: 10,594 shares; 2025Q3: 10,594 shares; 2025Q4: 10,594 shares; 2026Q1: 10,594 shares; 2026Q2: 11,094 shares 11,094 $262K 0.01% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $261K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,140 shares; 2025Q2: 2,143 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,240 shares; 2026Q2: 2,195 shares 2,195 $258K 0.01% -45 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,049 shares; 2024Q4: 63,855 shares; 2025Q1: 63,060 shares; 2025Q2: 18,950 shares; 2025Q3: 12,323 shares; 2025Q4: not reported; 2026Q1: 8,077 shares; 2026Q2: 9,270 shares 9,270 $254K 0.01% +1,193 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD 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: 1,491 shares; 2026Q2: 1,552 shares 1,552 $253K 0.01% +61 Timeline IWO 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: 642 shares 642 $253K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,892 shares 6,892 $249K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,592 shares; 2025Q1: 1,600 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,511 shares 1,511 $249K 0.01% -64 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP 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: 34,738 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $248K 0.01% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,975 shares; 2025Q2: 4,413 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,173 shares 4,173 $246K 0.01% new Timeline ESML 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: 4,449 shares; 2026Q1: 4,449 shares; 2026Q2: 4,391 shares 4,391 $246K 0.01% -58 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 720 shares 720 $241K 0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $239K 0.01% new Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,191 shares; 2024Q4: 11,407 shares; 2025Q1: 11,569 shares; 2025Q2: 9,951 shares; 2025Q3: 10,039 shares; 2025Q4: 5,710 shares; 2026Q1: not reported; 2026Q2: 4,756 shares 4,756 $238K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 877 shares; 2026Q2: 665 shares 665 $238K 0.01% -212 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,836 shares 6,836 $237K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS 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: 566 shares; 2026Q1: not reported; 2026Q2: 618 shares 618 $232K 0.01% new Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,866 shares 2,866 $231K 0.01% new Timeline TDIV 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: not reported; 2026Q2: 2,000 shares 2,000 $230K 0.01% new Timeline FA FIRST ADVANTAGE CORP NEW More: the full row for FIRST ADVANTAGE 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: 12,500 shares 12,500 $226K 0.01% new Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 1,860 shares; 2026Q1: 1,942 shares; 2026Q2: 1,739 shares 1,739 $223K 0.01% -203 Timeline AES AES CORP More: the full row for AES 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: 15,000 shares 15,000 $220K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,383 shares; 2024Q4: 11,730 shares; 2025Q1: 10,953 shares; 2025Q2: 10,394 shares; 2025Q3: 13,705 shares; 2025Q4: 9,895 shares; 2026Q1: 9,895 shares; 2026Q2: 9,167 shares 9,167 $217K 0.01% -728 Timeline VV 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: 841 shares; 2024Q4: 832 shares; 2025Q1: 813 shares; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 669 shares; 2026Q1: not reported; 2026Q2: 625 shares 625 $215K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,508 shares; 2024Q4: 5,508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,796 shares 3,796 $214K 0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,982 shares; 2026Q2: 5,882 shares 5,882 $212K 0.01% -4,100 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 5,616 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,541 shares; 2025Q4: 6,219 shares; 2026Q1: not reported; 2026Q2: 3,456 shares 3,456 $212K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares 2,280 $210K <0.01% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,840 shares; 2025Q1: 1,904 shares; 2025Q2: 1,907 shares; 2025Q3: 1,754 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,730 shares 2,730 $210K <0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,200 shares 7,200 $209K <0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES 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: 2,751 shares; 2025Q4: 2,964 shares; 2026Q1: 2,866 shares; 2026Q2: 2,751 shares 2,751 $208K <0.01% -115 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,797 shares; 2025Q3: 1,299 shares; 2025Q4: 1,373 shares; 2026Q1: 1,204 shares; 2026Q2: 1,204 shares 1,204 $207K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91 shares 91 $207K <0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,424 shares 2,424 $205K <0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $204K <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM 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: 1,820 shares 1,820 $202K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 818 shares 818 $201K <0.01% new Timeline VCR 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: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,071 shares; 2025Q2: not reported; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: not reported; 2026Q2: 505 shares 505 $200K <0.01% new Timeline VERX VERTEX INC More: the full row for VERTEX 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: 10,000 shares 10,000 $115K <0.01% new Timeline WRLGF WEST RED LAKE GOLD MINES LTD C More: the full row for WEST RED LAKE GOLD MINES LTD C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,080 shares; 2025Q3: 204,080 shares; 2025Q4: 204,080 shares; 2026Q1: 204,080 shares; 2026Q2: 204,080 shares 204,080 $91.6K <0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,942 shares; 2024Q4: 15,084 shares; 2025Q1: 17,298 shares; 2025Q2: 13,742 shares; 2025Q3: 15,375 shares; 2025Q4: 16,824 shares; 2026Q1: 22,368 shares; 2026Q2: 16,742 shares 16,742 $86.4K <0.01% -5,626 Timeline FFMGF FIRST MNG GOLD CORP (CANADA) More: the full row for FIRST MNG GOLD CORP (CANADA) 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: 130,000 shares; 2026Q2: 130,000 shares 130,000 $57.4K <0.01% 0 Timeline DRYGF DRYDEN GOLD CORP (CANADA) More: the full row for DRYDEN GOLD CORP (CANADA) 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: 90,000 shares; 2026Q2: 90,000 shares 90,000 $18K <0.01% 0 Timeline ARRNF AMERICAN RARE EARTHS LTD(NZL) More: the full row for AMERICAN RARE EARTHS LTD(NZL) 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: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $8K <0.01% 0 Timeline ARAY ACCURAY INC DEL More: the full row for ACCURAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,675 shares; 2026Q1: 13,675 shares; 2026Q2: 13,675 shares 13,675 $3.52K <0.01% 0 Timeline WELLNESS CTR USA INC WELLNESS CTR USA INC More: the full row for WELLNESS CTR USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $1 <0.01% 0