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: 558,766 shares; 2024Q4: 551,766 shares; 2025Q1: 547,072 shares; 2025Q2: 546,256 shares; 2025Q3: 546,250 shares; 2025Q4: 540,217 shares; 2026Q1: 549,111 shares; 2026Q2: 546,745 shares 546,745 $130M 5.28% -2,366 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: 587,852 shares; 2024Q4: 581,268 shares; 2025Q1: 787,726 shares; 2025Q2: 775,352 shares; 2025Q3: 757,569 shares; 2025Q4: 732,076 shares; 2026Q1: 698,111 shares; 2026Q2: 719,908 shares 719,908 $127M 5.14% +21,797 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: 466,351 shares; 2024Q4: 459,342 shares; 2025Q1: 445,571 shares; 2025Q2: 421,416 shares; 2025Q3: 380,734 shares; 2025Q4: 361,655 shares; 2026Q1: 325,013 shares; 2026Q2: 314,665 shares 314,665 $112M 4.55% -10,348 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: 230,466 shares; 2024Q4: 231,999 shares; 2025Q1: 224,881 shares; 2025Q2: 219,128 shares; 2025Q3: 217,830 shares; 2025Q4: 216,785 shares; 2026Q1: 212,978 shares; 2026Q2: 212,583 shares 212,583 $106M 4.31% -395 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: 342,317 shares; 2024Q4: 341,919 shares; 2025Q1: 353,053 shares; 2025Q2: 357,701 shares; 2025Q3: 367,388 shares; 2025Q4: 362,974 shares; 2026Q1: 361,518 shares; 2026Q2: 367,068 shares 367,068 $106M 4.3% +5,550 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: 278,080 shares; 2024Q4: 278,384 shares; 2025Q1: 283,380 shares; 2025Q2: 283,105 shares; 2025Q3: 284,203 shares; 2025Q4: 282,529 shares; 2026Q1: 280,616 shares; 2026Q2: 283,554 shares 283,554 $106M 4.28% +2,938 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: 198,148 shares; 2024Q4: 197,813 shares; 2025Q1: 197,863 shares; 2025Q2: 197,351 shares; 2025Q3: 195,753 shares; 2025Q4: 192,763 shares; 2026Q1: 188,730 shares; 2026Q2: 186,053 shares 186,053 $92.1M 3.73% -2,677 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: 646,977 shares; 2024Q4: 642,397 shares; 2025Q1: 627,692 shares; 2025Q2: 612,471 shares; 2025Q3: 611,302 shares; 2025Q4: 599,401 shares; 2026Q1: 579,015 shares; 2026Q2: 572,190 shares 572,190 $86.7M 3.51% -6,825 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: 253 shares; 2025Q3: 39,017 shares; 2025Q4: 39,658 shares; 2026Q1: 39,717 shares; 2026Q2: 41,120 shares 41,120 $81.8M 3.31% +1,403 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: 306,339 shares; 2024Q4: 304,794 shares; 2025Q1: 303,484 shares; 2025Q2: 295,261 shares; 2025Q3: 294,056 shares; 2025Q4: 293,478 shares; 2026Q1: 289,612 shares; 2026Q2: 292,638 shares 292,638 $81.5M 3.3% +3,026 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: 280,288 shares; 2024Q4: 280,373 shares; 2025Q1: 272,827 shares; 2025Q2: 270,337 shares; 2025Q3: 276,664 shares; 2025Q4: 282,401 shares; 2026Q1: 279,374 shares; 2026Q2: 289,497 shares 289,497 $81.4M 3.3% +10,123 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,374 shares; 2024Q4: 168,329 shares; 2025Q1: 183,479 shares; 2025Q2: 186,198 shares; 2025Q3: 186,149 shares; 2025Q4: 189,909 shares; 2026Q1: 189,310 shares; 2026Q2: 194,171 shares 194,171 $76M 3.08% +4,861 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: 168,157 shares; 2024Q4: 172,821 shares; 2025Q1: 148,304 shares; 2025Q2: 148,314 shares; 2025Q3: 153,602 shares; 2025Q4: 152,485 shares; 2026Q1: 150,795 shares; 2026Q2: 147,702 shares 147,702 $73.4M 2.97% -3,093 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,431 shares; 2024Q4: 430,111 shares; 2025Q1: 430,488 shares; 2025Q2: 426,623 shares; 2025Q3: 439,022 shares; 2025Q4: 438,591 shares; 2026Q1: 427,559 shares; 2026Q2: 410,233 shares 410,233 $68.4M 2.77% -17,326 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,129 shares; 2024Q4: 738,779 shares; 2025Q1: 756,599 shares; 2025Q2: 760,587 shares; 2025Q3: 757,065 shares; 2025Q4: 743,680 shares; 2026Q1: 740,200 shares; 2026Q2: 735,377 shares 735,377 $66.5M 2.69% -4,823 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: 228,952 shares; 2024Q4: 223,281 shares; 2025Q1: 217,946 shares; 2025Q2: 209,020 shares; 2025Q3: 198,341 shares; 2025Q4: 189,401 shares; 2026Q1: 181,073 shares; 2026Q2: 177,012 shares 177,012 $62.5M 2.53% -4,061 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,832 shares; 2025Q3: 136,470 shares; 2025Q4: 152,148 shares; 2026Q1: 161,159 shares; 2026Q2: 159,696 shares 159,696 $57.3M 2.32% -1,463 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,113 shares; 2024Q4: 193,578 shares; 2025Q1: 196,344 shares; 2025Q2: 198,169 shares; 2025Q3: 198,170 shares; 2025Q4: 200,860 shares; 2026Q1: 200,120 shares; 2026Q2: 202,695 shares 202,695 $53.8M 2.18% +2,575 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: 17,858 shares; 2024Q4: 21,653 shares; 2025Q1: 127,158 shares; 2025Q2: 116,489 shares; 2025Q3: 117,344 shares; 2025Q4: 115,973 shares; 2026Q1: 114,853 shares; 2026Q2: 112,904 shares 112,904 $44.8M 1.82% -1,949 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905,261 shares; 2024Q4: 884,661 shares; 2025Q1: 872,866 shares; 2025Q2: 850,196 shares; 2025Q3: 803,715 shares; 2025Q4: 793,039 shares; 2026Q1: 792,549 shares; 2026Q2: 796,380 shares 796,380 $44.2M 1.79% +3,831 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,714 shares; 2024Q4: 102,741 shares; 2025Q1: 103,922 shares; 2025Q2: 105,119 shares; 2025Q3: 105,545 shares; 2025Q4: 106,211 shares; 2026Q1: 105,819 shares; 2026Q2: 102,467 shares 102,467 $41.7M 1.69% -3,352 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: 40,085 shares; 2024Q4: 39,073 shares; 2025Q1: 36,666 shares; 2025Q2: 35,670 shares; 2025Q3: 35,524 shares; 2025Q4: 35,265 shares; 2026Q1: 35,039 shares; 2026Q2: 34,862 shares 34,862 $32.6M 1.32% -177 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: 176,681 shares; 2024Q4: 169,276 shares; 2025Q1: 150,110 shares; 2025Q2: 151,350 shares; 2025Q3: 138,455 shares; 2025Q4: 134,441 shares; 2026Q1: 131,894 shares; 2026Q2: 126,625 shares 126,625 $32.2M 1.3% -5,269 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: 258,193 shares; 2024Q4: 264,452 shares; 2025Q1: 267,253 shares; 2025Q2: 240,394 shares; 2025Q3: 211,405 shares; 2025Q4: 211,673 shares; 2026Q1: 210,832 shares; 2026Q2: 213,825 shares 213,825 $31.7M 1.28% +2,993 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO 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: 219,206 shares; 2026Q1: 297,600 shares; 2026Q2: 324,913 shares 324,913 $31M 1.26% +27,313 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: 104,965 shares; 2024Q4: 103,616 shares; 2025Q1: 102,548 shares; 2025Q2: 101,427 shares; 2025Q3: 99,053 shares; 2025Q4: 96,810 shares; 2026Q1: 95,510 shares; 2026Q2: 94,380 shares 94,380 $30.9M 1.25% -1,130 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: 606,827 shares; 2024Q4: 571,141 shares; 2025Q1: 532,468 shares; 2025Q2: 539,914 shares; 2025Q3: 537,998 shares; 2025Q4: 487,695 shares; 2026Q1: 529,103 shares; 2026Q2: 623,289 shares 623,289 $30.6M 1.24% +94,186 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: 45,847 shares; 2024Q4: 40,906 shares; 2025Q1: 41,403 shares; 2025Q2: 41,220 shares; 2025Q3: 40,940 shares; 2025Q4: 41,008 shares; 2026Q1: 40,813 shares; 2026Q2: 40,764 shares 40,764 $30.5M 1.24% -49 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: 65,857 shares; 2024Q4: 64,223 shares; 2025Q1: 63,407 shares; 2025Q2: 61,262 shares; 2025Q3: 60,535 shares; 2025Q4: 58,005 shares; 2026Q1: 57,394 shares; 2026Q2: 57,479 shares 57,479 $29.5M 1.2% +85 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: 20,855 shares; 2024Q4: 20,420 shares; 2025Q1: 20,222 shares; 2025Q2: 20,199 shares; 2025Q3: 20,169 shares; 2025Q4: 21,301 shares; 2026Q1: 21,286 shares; 2026Q2: 20,964 shares 20,964 $28.5M 1.16% -322 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: 38,767 shares; 2024Q4: 40,350 shares; 2025Q1: 49,946 shares; 2025Q2: 66,318 shares; 2025Q3: 116,678 shares; 2025Q4: 119,026 shares; 2026Q1: 128,610 shares; 2026Q2: 136,086 shares 136,086 $27.2M 1.1% +7,476 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: 79,190 shares; 2024Q4: 77,860 shares; 2025Q1: 68,364 shares; 2025Q2: 160,390 shares; 2025Q3: 179,957 shares; 2025Q4: 184,575 shares; 2026Q1: 185,475 shares; 2026Q2: 184,915 shares 184,915 $25M 1.01% -560 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,138 shares; 2024Q4: 407,749 shares; 2025Q1: 417,139 shares; 2025Q2: 437,677 shares; 2025Q3: 444,175 shares; 2025Q4: 441,835 shares; 2026Q1: 414,141 shares; 2026Q2: 319,605 shares 319,605 $21.4M 0.87% -94,536 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: 70,638 shares; 2024Q4: 74,076 shares; 2025Q1: 75,405 shares; 2025Q2: 134,255 shares; 2025Q3: 160,804 shares; 2025Q4: 157,922 shares; 2026Q1: 165,852 shares; 2026Q2: 225,257 shares 225,257 $19.8M 0.8% +59,405 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: 37,502 shares; 2024Q4: 37,502 shares; 2025Q1: 37,502 shares; 2025Q2: 37,502 shares; 2025Q3: 37,502 shares; 2025Q4: 37,502 shares; 2026Q1: 37,502 shares; 2026Q2: 37,502 shares 37,502 $18.4M 0.75% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,144 shares; 2024Q4: 18,849 shares; 2025Q1: 48,864 shares; 2025Q2: 50,717 shares; 2025Q3: 53,147 shares; 2025Q4: 47,587 shares; 2026Q1: 49,032 shares; 2026Q2: 49,537 shares 49,537 $18M 0.73% +505 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,060 shares; 2024Q4: 104,485 shares; 2025Q1: 104,086 shares; 2025Q2: 147,541 shares; 2025Q3: 145,171 shares; 2025Q4: 149,681 shares; 2026Q1: 155,653 shares; 2026Q2: 200,297 shares 200,297 $15.1M 0.61% +44,644 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,358 shares; 2024Q4: 140,678 shares; 2025Q1: 143,644 shares; 2025Q2: 144,453 shares; 2025Q3: 119,576 shares; 2025Q4: 82,505 shares; 2026Q1: 61,021 shares; 2026Q2: 51,068 shares 51,068 $14.3M 0.58% -9,953 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: 57,817 shares; 2024Q4: 57,751 shares; 2025Q1: 58,834 shares; 2025Q2: 50,884 shares; 2025Q3: 48,839 shares; 2025Q4: 80,868 shares; 2026Q1: 88,483 shares; 2026Q2: 90,519 shares 90,519 $13.3M 0.54% +2,036 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: 447,244 shares; 2024Q4: 294,555 shares; 2025Q1: 152,976 shares; 2025Q2: 106,577 shares; 2025Q3: 94,308 shares; 2025Q4: 89,385 shares; 2026Q1: 88,805 shares; 2026Q2: 87,972 shares 87,972 $11.3M 0.46% -833 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: 351,639 shares; 2024Q4: 272,718 shares; 2025Q1: 222,425 shares; 2025Q2: 216,314 shares; 2025Q3: 203,141 shares; 2025Q4: 198,000 shares; 2026Q1: 182,911 shares; 2026Q2: 178,425 shares 178,425 $10.2M 0.41% -4,486 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: 30,170 shares; 2024Q4: 29,191 shares; 2025Q1: 28,666 shares; 2025Q2: 25,564 shares; 2025Q3: 24,999 shares; 2025Q4: 24,766 shares; 2026Q1: 24,959 shares; 2026Q2: 24,929 shares 24,929 $9.42M 0.38% -30 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: 109,154 shares; 2024Q4: 114,829 shares; 2025Q1: 116,864 shares; 2025Q2: 116,791 shares; 2025Q3: 115,821 shares; 2025Q4: 118,714 shares; 2026Q1: 118,778 shares; 2026Q2: 121,065 shares 121,065 $9.34M 0.38% +2,287 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,050 shares; 2025Q1: 101,795 shares; 2025Q2: 319,511 shares; 2025Q3: 446,861 shares; 2025Q4: 457,311 shares; 2026Q1: 714,246 shares; 2026Q2: 474,960 shares 474,960 $9.33M 0.38% -239,286 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: 75,831 shares; 2024Q4: 75,889 shares; 2025Q1: 76,262 shares; 2025Q2: 76,328 shares; 2025Q3: 77,487 shares; 2025Q4: 78,252 shares; 2026Q1: 81,018 shares; 2026Q2: 82,689 shares 82,689 $8.59M 0.35% +1,671 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: 119,704 shares; 2024Q4: 121,562 shares; 2025Q1: 121,581 shares; 2025Q2: 122,050 shares; 2025Q3: 119,469 shares; 2025Q4: 121,141 shares; 2026Q1: 130,341 shares; 2026Q2: 133,272 shares 133,272 $7.96M 0.32% +2,931 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: 58,362 shares; 2024Q4: 58,268 shares; 2025Q1: 58,515 shares; 2025Q2: 58,753 shares; 2025Q3: 72,839 shares; 2025Q4: 77,295 shares; 2026Q1: 101,773 shares; 2026Q2: 110,272 shares 110,272 $7.86M 0.32% +8,499 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: 55,684 shares; 2024Q4: 87,447 shares; 2025Q1: 116,947 shares; 2025Q2: 118,831 shares; 2025Q3: 118,142 shares; 2025Q4: 117,257 shares; 2026Q1: 113,945 shares; 2026Q2: 106,993 shares 106,993 $7.72M 0.31% -6,952 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,025 shares; 2024Q4: 59,025 shares; 2025Q1: 55,825 shares; 2025Q2: 55,825 shares; 2025Q3: 120,441 shares; 2025Q4: 120,441 shares; 2026Q1: 114,741 shares; 2026Q2: 110,916 shares 110,916 $7.35M 0.3% -3,825 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: 16,790 shares; 2025Q1: 24,077 shares; 2025Q2: 25,217 shares; 2025Q3: 25,368 shares; 2025Q4: 28,967 shares; 2026Q1: 35,272 shares; 2026Q2: 34,540 shares 34,540 $7.35M 0.3% -732 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: 97,536 shares; 2024Q4: 96,426 shares; 2025Q1: 94,426 shares; 2025Q2: 93,576 shares; 2025Q3: 93,551 shares; 2025Q4: 90,401 shares; 2026Q1: 90,178 shares; 2026Q2: 90,178 shares 90,178 $7.33M 0.3% 0 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: 2,912 shares; 2024Q4: 2,912 shares; 2025Q1: 3,402 shares; 2025Q2: 2,913 shares; 2025Q3: 2,676 shares; 2025Q4: 2,576 shares; 2026Q1: 2,559 shares; 2026Q2: 36,996 shares 36,996 $7.05M 0.29% +34,437 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: 38,749 shares; 2024Q4: 38,749 shares; 2025Q1: 39,869 shares; 2025Q2: 38,819 shares; 2025Q3: 39,069 shares; 2025Q4: 37,069 shares; 2026Q1: 36,971 shares; 2026Q2: 36,949 shares 36,949 $7.01M 0.28% -22 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: 27,914 shares; 2024Q4: 27,836 shares; 2025Q1: 27,654 shares; 2025Q2: 27,900 shares; 2025Q3: 27,800 shares; 2025Q4: 25,975 shares; 2026Q1: 25,538 shares; 2026Q2: 25,459 shares 25,459 $6.41M 0.26% -79 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: 5,559 shares; 2024Q4: 8,794 shares; 2025Q1: 9,119 shares; 2025Q2: 9,045 shares; 2025Q3: 9,417 shares; 2025Q4: 12,955 shares; 2026Q1: 14,396 shares; 2026Q2: 17,459 shares 17,459 $5.99M 0.24% +3,063 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: 28,417 shares; 2024Q4: 28,141 shares; 2025Q1: 28,151 shares; 2025Q2: 28,271 shares; 2025Q3: 28,006 shares; 2025Q4: 27,568 shares; 2026Q1: 26,263 shares; 2026Q2: 26,263 shares 26,263 $5.88M 0.24% 0 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,880 shares; 2024Q4: 343,918 shares; 2025Q1: 318,918 shares; 2025Q2: 319,138 shares; 2025Q3: 324,169 shares; 2025Q4: 324,169 shares; 2026Q1: 324,169 shares; 2026Q2: 304,169 shares 304,169 $5.27M 0.21% -20,000 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: 14,425 shares; 2024Q4: 14,508 shares; 2025Q1: 14,738 shares; 2025Q2: 14,027 shares; 2025Q3: 13,979 shares; 2025Q4: 13,919 shares; 2026Q1: 13,919 shares; 2026Q2: 13,899 shares 13,899 $4.9M 0.2% -20 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,511 shares; 2024Q4: 110,970 shares; 2025Q1: 110,970 shares; 2025Q2: 109,150 shares; 2025Q3: 102,850 shares; 2025Q4: 102,850 shares; 2026Q1: 102,850 shares; 2026Q2: 102,850 shares 102,850 $4.68M 0.19% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,800 shares; 2024Q4: 31,800 shares; 2025Q1: 31,800 shares; 2025Q2: 31,800 shares; 2025Q3: 34,750 shares; 2025Q4: 31,800 shares; 2026Q1: 31,800 shares; 2026Q2: 31,800 shares 31,800 $4.44M 0.18% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,044 shares; 2024Q4: 4,119 shares; 2025Q1: 4,098 shares; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares; 2026Q2: 4,029 shares 4,029 $4.29M 0.17% -15 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: 13,804 shares; 2024Q4: 13,839 shares; 2025Q1: 14,464 shares; 2025Q2: 14,055 shares; 2025Q3: 14,000 shares; 2025Q4: 14,050 shares; 2026Q1: 14,075 shares; 2026Q2: 14,156 shares 14,156 $4.25M 0.17% +81 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: 67,983 shares; 2024Q4: 65,448 shares; 2025Q1: 62,663 shares; 2025Q2: 61,508 shares; 2025Q3: 48,813 shares; 2025Q4: 47,691 shares; 2026Q1: 46,571 shares; 2026Q2: 45,801 shares 45,801 $4.2M 0.17% -770 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: 29,734 shares; 2024Q4: 29,619 shares; 2025Q1: 29,619 shares; 2025Q2: 29,619 shares; 2025Q3: 29,619 shares; 2025Q4: 29,463 shares; 2026Q1: 29,363 shares; 2026Q2: 28,495 shares 28,495 $4.08M 0.17% -868 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: 33,956 shares; 2024Q4: 34,551 shares; 2025Q1: 33,312 shares; 2025Q2: 32,264 shares; 2025Q3: 31,500 shares; 2025Q4: 28,825 shares; 2026Q1: 27,725 shares; 2026Q2: 27,485 shares 27,485 $4.03M 0.16% -240 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545,668 shares; 2024Q4: 496,450 shares; 2025Q1: 316,755 shares; 2025Q2: 233,295 shares; 2025Q3: 210,247 shares; 2025Q4: 167,988 shares; 2026Q1: 153,950 shares; 2026Q2: 148,728 shares 148,728 $3.76M 0.15% -5,222 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,931 shares; 2024Q4: 9,263 shares; 2025Q1: 9,380 shares; 2025Q2: 9,612 shares; 2025Q3: 9,812 shares; 2025Q4: 10,807 shares; 2026Q1: 11,187 shares; 2026Q2: 11,177 shares 11,177 $3.69M 0.15% -10 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: 37,669 shares; 2024Q4: 40,357 shares; 2025Q1: 37,265 shares; 2025Q2: 28,927 shares; 2025Q3: 26,059 shares; 2025Q4: 25,764 shares; 2026Q1: 25,794 shares; 2026Q2: 26,434 shares 26,434 $3.61M 0.15% +640 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,805 shares; 2024Q4: 70,375 shares; 2025Q1: 69,395 shares; 2025Q2: 69,800 shares; 2025Q3: 68,910 shares; 2025Q4: 66,660 shares; 2026Q1: 66,150 shares; 2026Q2: 62,092 shares 62,092 $3.13M 0.13% -4,058 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,949 shares; 2024Q4: 37,779 shares; 2025Q1: 37,889 shares; 2025Q2: 37,881 shares; 2025Q3: 37,867 shares; 2025Q4: 44,167 shares; 2026Q1: 44,237 shares; 2026Q2: 45,267 shares 45,267 $3.1M 0.13% +1,030 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: 57,510 shares; 2024Q4: 56,759 shares; 2025Q1: 51,620 shares; 2025Q2: 51,415 shares; 2025Q3: 50,620 shares; 2025Q4: 50,120 shares; 2026Q1: 49,120 shares; 2026Q2: 48,421 shares 48,421 $2.92M 0.12% -699 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: 7,272 shares; 2024Q4: 7,287 shares; 2025Q1: 7,417 shares; 2025Q2: 6,146 shares; 2025Q3: 6,146 shares; 2025Q4: 5,766 shares; 2026Q1: 5,761 shares; 2026Q2: 5,761 shares 5,761 $2.89M 0.12% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,843 shares; 2024Q4: 5,843 shares; 2025Q1: 5,843 shares; 2025Q2: 5,836 shares; 2025Q3: 5,836 shares; 2025Q4: 5,836 shares; 2026Q1: 6,536 shares; 2026Q2: 7,686 shares 7,686 $2.87M 0.12% +1,150 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,921 shares; 2024Q4: 23,046 shares; 2025Q1: 15,209 shares; 2025Q2: 11,939 shares; 2025Q3: 11,589 shares; 2025Q4: 11,139 shares; 2026Q1: 10,489 shares; 2026Q2: 10,489 shares 10,489 $2.83M 0.11% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,090 shares; 2024Q4: 33,090 shares; 2025Q1: 33,090 shares; 2025Q2: 33,090 shares; 2025Q3: 33,090 shares; 2025Q4: 33,090 shares; 2026Q1: 33,090 shares; 2026Q2: 33,090 shares 33,090 $2.71M 0.11% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,464 shares; 2024Q4: 16,929 shares; 2025Q1: 14,474 shares; 2025Q2: 10,623 shares; 2025Q3: 10,353 shares; 2025Q4: 9,071 shares; 2026Q1: 9,401 shares; 2026Q2: 9,191 shares 9,191 $2.69M 0.11% -210 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,385 shares; 2024Q4: 28,467 shares; 2025Q1: 30,467 shares; 2025Q2: 28,994 shares; 2025Q3: 26,183 shares; 2025Q4: 23,663 shares; 2026Q1: 22,074 shares; 2026Q2: 20,804 shares 20,804 $2.59M 0.1% -1,270 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: 1,455 shares; 2024Q4: 1,432 shares; 2025Q1: 1,367 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,344 shares; 2026Q1: 1,694 shares; 2026Q2: 2,134 shares 2,134 $2.51M 0.1% +440 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: 9,163 shares; 2024Q4: 9,163 shares; 2025Q1: 9,163 shares; 2025Q2: 9,163 shares; 2025Q3: 9,163 shares; 2025Q4: 8,763 shares; 2026Q1: 8,763 shares; 2026Q2: 8,763 shares 8,763 $2.37M 0.1% 0 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: 356,051 shares; 2024Q4: 343,296 shares; 2025Q1: 317,896 shares; 2025Q2: 291,385 shares; 2025Q3: 194,781 shares; 2025Q4: 90,557 shares; 2026Q1: 45,929 shares; 2026Q2: 40,506 shares 40,506 $2.34M 0.09% -5,423 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: 44,470 shares; 2024Q4: 38,895 shares; 2025Q1: 23,725 shares; 2025Q2: 23,725 shares; 2025Q3: 23,725 shares; 2025Q4: 21,353 shares; 2026Q1: 21,185 shares; 2026Q2: 21,185 shares 21,185 $2.19M 0.09% 0 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: 24,960 shares; 2024Q4: 25,795 shares; 2025Q1: 25,745 shares; 2025Q2: 22,110 shares; 2025Q3: 22,110 shares; 2025Q4: 44,220 shares; 2026Q1: 43,620 shares; 2026Q2: 40,735 shares 40,735 $2.16M 0.09% -2,885 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,711 shares; 2024Q4: 8,441 shares; 2025Q1: 8,558 shares; 2025Q2: 8,328 shares; 2025Q3: 8,328 shares; 2025Q4: 8,033 shares; 2026Q1: 7,778 shares; 2026Q2: 7,778 shares 7,778 $2.12M 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,363 shares; 2024Q4: 26,243 shares; 2025Q1: 26,110 shares; 2025Q2: 26,915 shares; 2025Q3: 26,110 shares; 2025Q4: 24,525 shares; 2026Q1: 23,335 shares; 2026Q2: 23,185 shares 23,185 $2.1M 0.09% -150 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,082 shares; 2024Q4: 5,126 shares; 2025Q1: 5,001 shares; 2025Q2: 4,996 shares; 2025Q3: 4,946 shares; 2025Q4: 4,816 shares; 2026Q1: 4,660 shares; 2026Q2: 3,965 shares 3,965 $2.06M 0.08% -695 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: 3,515 shares; 2024Q4: 3,517 shares; 2025Q1: 3,265 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 3,215 shares; 2026Q2: 3,215 shares 3,215 $2.04M 0.08% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 2,902 shares; 2025Q1: 2,921 shares; 2025Q2: 2,717 shares; 2025Q3: 2,717 shares; 2025Q4: 2,729 shares; 2026Q1: 2,724 shares; 2026Q2: 2,714 shares 2,714 $2.03M 0.08% -10 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,669 shares; 2025Q4: 1,830 shares; 2026Q1: 1,995 shares; 2026Q2: 16,944 shares 16,944 $2.03M 0.08% +14,949 Timeline COPX 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: 27,689 shares; 2024Q4: 28,880 shares; 2025Q1: 29,240 shares; 2025Q2: 29,020 shares; 2025Q3: 24,520 shares; 2025Q4: 24,520 shares; 2026Q1: 24,520 shares; 2026Q2: 24,520 shares 24,520 $1.89M 0.08% 0 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: 23,221 shares; 2024Q4: 22,823 shares; 2025Q1: 20,045 shares; 2025Q2: 15,840 shares; 2025Q3: 17,611 shares; 2025Q4: 16,872 shares; 2026Q1: 14,805 shares; 2026Q2: 19,089 shares 19,089 $1.84M 0.07% +4,284 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: 2,452 shares; 2024Q4: 2,128 shares; 2025Q1: 2,056 shares; 2025Q2: 2,006 shares; 2025Q3: 2,013 shares; 2025Q4: 2,691 shares; 2026Q1: 2,651 shares; 2026Q2: 2,636 shares 2,636 $1.81M 0.07% -15 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: 6,460 shares; 2025Q1: 10,318 shares; 2025Q2: 13,459 shares; 2025Q3: 13,629 shares; 2025Q4: 13,594 shares; 2026Q1: 13,994 shares; 2026Q2: 12,358 shares 12,358 $1.77M 0.07% -1,636 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC 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 $1.76M 0.07% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,284 shares; 2024Q4: 15,202 shares; 2025Q1: 14,027 shares; 2025Q2: 12,502 shares; 2025Q3: 13,438 shares; 2025Q4: 11,538 shares; 2026Q1: 11,113 shares; 2026Q2: 10,563 shares 10,563 $1.75M 0.07% -550 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,970 shares; 2024Q4: 6,970 shares; 2025Q1: 6,970 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 7,880 shares; 2026Q1: 7,605 shares; 2026Q2: 7,280 shares 7,280 $1.63M 0.07% -325 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,264 shares; 2024Q4: 4,264 shares; 2025Q1: 4,264 shares; 2025Q2: 4,264 shares; 2025Q3: 4,264 shares; 2025Q4: 4,291 shares; 2026Q1: 4,291 shares; 2026Q2: 4,291 shares 4,291 $1.59M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,638 shares; 2025Q4: 4,232 shares; 2026Q1: 5,831 shares; 2026Q2: 8,061 shares 8,061 $1.54M 0.06% +2,230 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: 5,850 shares; 2024Q4: 5,815 shares; 2025Q1: 5,649 shares; 2025Q2: 5,616 shares; 2025Q3: 5,616 shares; 2025Q4: 5,646 shares; 2026Q1: 5,646 shares; 2026Q2: 5,616 shares 5,616 $1.52M 0.06% -30 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: 37,551 shares; 2024Q4: 36,922 shares; 2025Q1: 25,805 shares; 2025Q2: 16,274 shares; 2025Q3: 12,754 shares; 2025Q4: 34,049 shares; 2026Q1: 35,944 shares; 2026Q2: 36,041 shares 36,041 $1.48M 0.06% +97 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: 4,073 shares; 2024Q4: 4,065 shares; 2025Q1: 4,147 shares; 2025Q2: 4,147 shares; 2025Q3: 4,184 shares; 2025Q4: 4,181 shares; 2026Q1: 4,187 shares; 2026Q2: 16,748 shares 16,748 $1.35M 0.05% +12,561 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: 1,454 shares; 2024Q4: 2,333 shares; 2025Q1: 2,391 shares; 2025Q2: 2,195 shares; 2025Q3: 2,215 shares; 2025Q4: 2,575 shares; 2026Q1: 3,125 shares; 2026Q2: 3,182 shares 3,182 $1.34M 0.05% +57 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: 5,881 shares; 2024Q4: 6,101 shares; 2025Q1: 6,101 shares; 2025Q2: 6,101 shares; 2025Q3: 6,059 shares; 2025Q4: 6,104 shares; 2026Q1: 6,104 shares; 2026Q2: 5,969 shares 5,969 $1.33M 0.05% -135 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,528 shares; 2024Q4: 21,128 shares; 2025Q1: 20,891 shares; 2025Q2: 20,091 shares; 2025Q3: 20,091 shares; 2025Q4: 17,891 shares; 2026Q1: 17,891 shares; 2026Q2: 17,891 shares 17,891 $1.31M 0.05% 0 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: 9,375 shares; 2024Q4: 9,673 shares; 2025Q1: 11,237 shares; 2025Q2: 12,192 shares; 2025Q3: 11,737 shares; 2025Q4: 11,909 shares; 2026Q1: 11,909 shares; 2026Q2: 11,537 shares 11,537 $1.31M 0.05% -372 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: 1,100 shares; 2024Q4: 1,302 shares; 2025Q1: 1,314 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,697 shares; 2026Q1: 1,686 shares; 2026Q2: 2,267 shares 2,267 $1.28M 0.05% +581 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: 983 shares; 2025Q3: 983 shares; 2025Q4: 1,215 shares; 2026Q1: 1,467 shares; 2026Q2: 2,669 shares 2,669 $1.27M 0.05% +1,202 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: 3,415 shares; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,775 shares; 2026Q1: 3,625 shares; 2026Q2: 3,585 shares 3,585 $1.2M 0.05% -40 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: 14,048 shares; 2024Q4: 10,876 shares; 2025Q1: 10,826 shares; 2025Q2: 10,806 shares; 2025Q3: 10,706 shares; 2025Q4: 10,706 shares; 2026Q1: 10,706 shares; 2026Q2: 10,706 shares 10,706 $1.18M 0.05% 0 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,469 shares; 2025Q1: 5,539 shares; 2025Q2: 5,979 shares; 2025Q3: 6,194 shares; 2025Q4: 6,459 shares; 2026Q1: 7,584 shares; 2026Q2: 10,149 shares 10,149 $1.16M 0.05% +2,565 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,200 shares; 2026Q2: 6,500 shares 6,500 $1.02M 0.04% +300 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: 42,865 shares; 2024Q4: 38,302 shares; 2025Q1: 20,561 shares; 2025Q2: 14,981 shares; 2025Q3: 12,481 shares; 2025Q4: 11,510 shares; 2026Q1: 10,155 shares; 2026Q2: 9,475 shares 9,475 $1.02M 0.04% -680 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 7,028 shares; 2025Q4: 8,913 shares; 2026Q1: 14,795 shares; 2026Q2: 7,425 shares 7,425 $1.02M 0.04% -7,370 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: 7,131 shares; 2024Q4: 6,950 shares; 2025Q1: 7,051 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares; 2026Q1: 7,051 shares; 2026Q2: 7,361 shares 7,361 $1.01M 0.04% +310 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares 1,910 $1.01M 0.04% 0 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: 3,491 shares; 2024Q4: 4,466 shares; 2025Q1: 4,771 shares; 2025Q2: 8,456 shares; 2025Q3: 8,993 shares; 2025Q4: 7,903 shares; 2026Q1: 5,367 shares; 2026Q2: 2,970 shares 2,970 $1.01M 0.04% -2,397 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: 7,888 shares; 2024Q4: 7,888 shares; 2025Q1: 7,888 shares; 2025Q2: 7,888 shares; 2025Q3: 7,888 shares; 2025Q4: 7,888 shares; 2026Q1: 7,888 shares; 2026Q2: 7,888 shares 7,888 $998K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,471 shares; 2025Q1: 5,471 shares; 2025Q2: 5,471 shares; 2025Q3: 5,471 shares; 2025Q4: 5,521 shares; 2026Q1: 5,471 shares; 2026Q2: 5,471 shares 5,471 $990K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 259 shares; 2025Q2: 600 shares; 2025Q3: 575 shares; 2025Q4: 614 shares; 2026Q1: 678 shares; 2026Q2: 818 shares 818 $981K 0.04% +140 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,208 shares 3,208 $956K 0.04% new 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: 3,813 shares; 2024Q4: 3,734 shares; 2025Q1: 4,385 shares; 2025Q2: 4,365 shares; 2025Q3: 4,323 shares; 2025Q4: 3,723 shares; 2026Q1: 3,748 shares; 2026Q2: 4,028 shares 4,028 $915K 0.04% +280 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: 8,468 shares; 2024Q4: 8,973 shares; 2025Q1: 8,481 shares; 2025Q2: 8,626 shares; 2025Q3: 8,635 shares; 2025Q4: 8,513 shares; 2026Q1: 8,683 shares; 2026Q2: 8,683 shares 8,683 $893K 0.04% 0 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: 7,070 shares; 2024Q4: 9,391 shares; 2025Q1: 11,921 shares; 2025Q2: 18,547 shares; 2025Q3: 17,522 shares; 2025Q4: 14,122 shares; 2026Q1: 14,122 shares; 2026Q2: 15,722 shares 15,722 $879K 0.04% +1,600 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: 11,251 shares; 2024Q4: 10,334 shares; 2025Q1: 10,517 shares; 2025Q2: 9,632 shares; 2025Q3: 9,232 shares; 2025Q4: 8,392 shares; 2026Q1: 6,495 shares; 2026Q2: 5,375 shares 5,375 $842K 0.03% -1,120 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 1,606 shares; 2026Q1: 3,031 shares; 2026Q2: 4,914 shares 4,914 $835K 0.03% +1,883 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: 5,928 shares; 2024Q4: 5,898 shares; 2025Q1: 5,638 shares; 2025Q2: 5,108 shares; 2025Q3: 5,588 shares; 2025Q4: 5,033 shares; 2026Q1: 5,033 shares; 2026Q2: 5,033 shares 5,033 $815K 0.03% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,355 shares; 2024Q4: 20,085 shares; 2025Q1: 19,335 shares; 2025Q2: 12,787 shares; 2025Q3: 12,787 shares; 2025Q4: 12,587 shares; 2026Q1: 12,087 shares; 2026Q2: 11,817 shares 11,817 $807K 0.03% -270 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: 9,652 shares; 2025Q4: 9,652 shares; 2026Q1: 10,652 shares; 2026Q2: 10,652 shares 10,652 $804K 0.03% 0 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: 2,525 shares; 2024Q4: 2,521 shares; 2025Q1: 2,521 shares; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 2,621 shares; 2026Q1: 2,636 shares; 2026Q2: 2,636 shares 2,636 $799K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,044 shares; 2026Q1: 2,344 shares; 2026Q2: 3,164 shares 3,164 $786K 0.03% +820 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 32,300 shares; 2026Q2: 63,600 shares 63,600 $784K 0.03% +31,300 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,281 shares; 2026Q1: 2,281 shares; 2026Q2: 2,250 shares 2,250 $761K 0.03% -31 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,589 shares; 2024Q4: 28,649 shares; 2025Q1: 29,034 shares; 2025Q2: 26,649 shares; 2025Q3: 36,237 shares; 2025Q4: 16,300 shares; 2026Q1: 15,530 shares; 2026Q2: 14,285 shares 14,285 $756K 0.03% -1,245 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: 2,003 shares; 2024Q4: 2,045 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $746K 0.03% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,502 shares; 2025Q1: 30,761 shares; 2025Q2: 30,761 shares; 2025Q3: 30,761 shares; 2025Q4: 28,761 shares; 2026Q1: 28,761 shares; 2026Q2: 27,761 shares 27,761 $720K 0.03% -1,000 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: 215 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 180 shares; 2026Q2: 4,000 shares 4,000 $713K 0.03% +3,820 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares; 2026Q2: 2,217 shares 2,217 $694K 0.03% 0 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: 5,373 shares; 2024Q4: 5,373 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares; 2026Q2: 5,450 shares 5,450 $678K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,067 shares; 2025Q3: 2,048 shares; 2025Q4: 1,812 shares; 2026Q1: 1,237 shares; 2026Q2: 1,152 shares 1,152 $669K 0.03% -85 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: 11,150 shares; 2024Q4: 10,950 shares; 2025Q1: 12,050 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares; 2026Q1: 10,500 shares; 2026Q2: 10,350 shares 10,350 $652K 0.03% -150 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $632K 0.03% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,550 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares; 2026Q2: 6,150 shares 6,150 $597K 0.02% -300 Timeline SMH 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: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares; 2026Q2: 893 shares 893 $586K 0.02% -400 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,777 shares; 2024Q4: 22,592 shares; 2025Q1: 30,024 shares; 2025Q2: 19,919 shares; 2025Q3: 12,505 shares; 2025Q4: 11,405 shares; 2026Q1: 8,495 shares; 2026Q2: 6,945 shares 6,945 $585K 0.02% -1,550 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 3,210 shares; 2026Q1: 3,540 shares; 2026Q2: 3,540 shares 3,540 $562K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,083 shares; 2024Q4: 85,980 shares; 2025Q1: 85,580 shares; 2025Q2: 82,391 shares; 2025Q3: 85,493 shares; 2025Q4: 88,753 shares; 2026Q1: 16,999 shares; 2026Q2: 2,115 shares 2,115 $552K 0.02% -14,884 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,787 shares; 2024Q4: 9,625 shares; 2025Q1: 9,325 shares; 2025Q2: 8,537 shares; 2025Q3: 8,537 shares; 2025Q4: 7,537 shares; 2026Q1: 7,537 shares; 2026Q2: 7,537 shares 7,537 $540K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,240 shares; 2026Q1: 1,250 shares; 2026Q2: 1,430 shares 1,430 $527K 0.02% +180 Timeline ALH ALLIANCE LAUNDRY HLDGS INC More: the full row for ALLIANCE LAUNDRY 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: 19,610 shares 19,610 $520K 0.02% new Timeline MGK 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: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares; 2026Q2: 5,755 shares 5,755 $506K 0.02% +4,604 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,269 shares; 2025Q4: 4,769 shares; 2026Q1: 4,291 shares; 2026Q2: 4,291 shares 4,291 $504K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $504K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,909 shares; 2025Q1: 4,801 shares; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares; 2025Q4: 4,486 shares; 2026Q1: 3,650 shares; 2026Q2: 4,200 shares 4,200 $490K 0.02% +550 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares 1,537 $484K 0.02% 0 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: 26,542 shares; 2024Q4: 22,955 shares; 2025Q1: 20,805 shares; 2025Q2: 20,455 shares; 2025Q3: 20,455 shares; 2025Q4: 21,930 shares; 2026Q1: 21,455 shares; 2026Q2: 19,955 shares 19,955 $481K 0.02% -1,500 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 3,014 shares; 2025Q1: 3,358 shares; 2025Q2: 3,798 shares; 2025Q3: 3,879 shares; 2025Q4: 3,224 shares; 2026Q1: 3,299 shares; 2026Q2: 3,299 shares 3,299 $470K 0.02% 0 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: 2,702 shares; 2024Q4: 2,572 shares; 2025Q1: 2,562 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 2,522 shares; 2026Q1: 2,522 shares; 2026Q2: 2,522 shares 2,522 $466K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,612 shares; 2024Q4: 11,512 shares; 2025Q1: 11,512 shares; 2025Q2: 10,512 shares; 2025Q3: 11,512 shares; 2025Q4: 10,512 shares; 2026Q1: 10,512 shares; 2026Q2: 10,512 shares 10,512 $445K 0.02% 0 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: 5,818 shares; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares 2,720 $430K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,393 shares; 2024Q4: 5,666 shares; 2025Q1: 5,666 shares; 2025Q2: 5,596 shares; 2025Q3: 5,596 shares; 2025Q4: 5,571 shares; 2026Q1: 5,571 shares; 2026Q2: 4,368 shares 4,368 $422K 0.02% -1,203 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,079 shares; 2024Q4: 5,132 shares; 2025Q1: 5,079 shares; 2025Q2: 5,079 shares; 2025Q3: 5,079 shares; 2025Q4: 5,079 shares; 2026Q1: 5,079 shares; 2026Q2: 5,079 shares 5,079 $420K 0.02% 0 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: 17,168 shares; 2024Q4: 16,513 shares; 2025Q1: 5,992 shares; 2025Q2: 5,742 shares; 2025Q3: 5,742 shares; 2025Q4: 5,312 shares; 2026Q1: 4,792 shares; 2026Q2: 4,792 shares 4,792 $413K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,315 shares; 2024Q4: 3,433 shares; 2025Q1: 3,433 shares; 2025Q2: 3,433 shares; 2025Q3: 3,433 shares; 2025Q4: 3,833 shares; 2026Q1: 3,315 shares; 2026Q2: 3,315 shares 3,315 $402K 0.02% 0 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: 5,400 shares; 2024Q4: 5,408 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 6,834 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $389K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,171 shares; 2024Q4: 2,071 shares; 2025Q1: 1,971 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 1,771 shares 1,771 $370K 0.01% -100 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,800 shares; 2024Q4: 14,300 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $366K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 3,400 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $362K 0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 3,792 shares; 2025Q4: 5,982 shares; 2026Q1: 4,382 shares; 2026Q2: 4,382 shares 4,382 $344K 0.01% 0 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: 42,204 shares; 2024Q4: 49,736 shares; 2025Q1: 46,534 shares; 2025Q2: 41,774 shares; 2025Q3: 21,864 shares; 2025Q4: 2,777 shares; 2026Q1: 1,727 shares; 2026Q2: 1,667 shares 1,667 $342K 0.01% -60 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,340 shares; 2025Q3: 2,290 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares; 2026Q2: 2,215 shares 2,215 $335K 0.01% 0 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588,753 shares; 2024Q4: 453,633 shares; 2025Q1: 351,620 shares; 2025Q2: 81,045 shares; 2025Q3: 45,245 shares; 2025Q4: 39,100 shares; 2026Q1: 39,100 shares; 2026Q2: 34,600 shares 34,600 $335K 0.01% -4,500 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: 478 shares; 2024Q4: 478 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $334K 0.01% 0 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: 7,980 shares; 2024Q4: 8,006 shares; 2025Q1: 5,482 shares; 2025Q2: 5,482 shares; 2025Q3: 5,482 shares; 2025Q4: 5,782 shares; 2026Q1: 5,782 shares; 2026Q2: 5,782 shares 5,782 $333K 0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $328K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,194 shares; 2025Q1: 2,166 shares; 2025Q2: 2,166 shares; 2025Q3: 2,137 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 2,020 shares 2,020 $328K 0.01% -61 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: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: not reported; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $318K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,344 shares; 2026Q1: 1,344 shares; 2026Q2: 1,344 shares 1,344 $318K 0.01% 0 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: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $315K 0.01% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $314K 0.01% 0 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,959 shares; 2025Q2: 11,184 shares; 2025Q3: 11,549 shares; 2025Q4: 8,860 shares; 2026Q1: 9,260 shares; 2026Q2: 9,260 shares 9,260 $314K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,125 shares 3,125 $310K 0.01% new 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $308K 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: 1,132 shares 1,132 $295K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,844 shares; 2024Q4: 7,844 shares; 2025Q1: 7,484 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares; 2025Q4: 7,484 shares; 2026Q1: 7,484 shares; 2026Q2: 7,484 shares 7,484 $287K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 620 shares 620 $281K 0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 836 shares; 2025Q3: 761 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $280K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 1,161 shares; 2025Q1: 940 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 840 shares; 2026Q1: not reported; 2026Q2: 654 shares 654 $272K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $270K 0.01% 0 Timeline MLPX 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: 3,666 shares; 2025Q1: 3,666 shares; 2025Q2: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,666 shares; 2026Q1: 3,666 shares; 2026Q2: 3,666 shares 3,666 $269K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $269K 0.01% 0 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: 515 shares; 2024Q4: 515 shares; 2025Q1: not reported; 2025Q2: 515 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $264K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,152 shares; 2026Q2: 1,152 shares 1,152 $261K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,400 shares 1,400 $258K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 5,533 shares 5,533 $250K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 810 shares 810 $244K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,630 shares 2,630 $243K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 326 shares; 2026Q1: not reported; 2026Q2: 326 shares 326 $240K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $238K 0.01% new Timeline ACWX 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: 3,030 shares; 2026Q2: 3,030 shares 3,030 $231K 0.01% 0 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS 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: 1,461 shares 1,461 $229K 0.01% new 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: 5,198 shares; 2024Q4: 5,100 shares; 2025Q1: 4,248 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 3,006 shares; 2026Q1: 2,868 shares; 2026Q2: 2,718 shares 2,718 $227K 0.01% -150 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,088 shares; 2026Q2: 1,048 shares 1,048 $223K 0.01% -40 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,254 shares 1,254 $219K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,060 shares; 2026Q1: not reported; 2026Q2: 885 shares 885 $217K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,554 shares; 2026Q1: 3,554 shares; 2026Q2: 3,554 shares 3,554 $214K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 10,593 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $213K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares 279 $213K 0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,330 shares 2,330 $211K 0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $208K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,450 shares 1,450 $203K 0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $162K 0.01% new Timeline SERA SERA PROGNOSTICS INC More: the full row for SERA PROGNOSTICS 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: 27,293 shares; 2025Q4: 27,293 shares; 2026Q1: 27,293 shares; 2026Q2: 27,293 shares 27,293 $49.7K <0.01% 0 Timeline