AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 63,000 shares; 2024Q1: 64,278 shares; 2024Q2: 63,429 shares; 2024Q3: 61,330 shares; 2024Q4: 59,537 shares; 2025Q1: 58,158 shares; 2025Q2: 58,674 shares; 2025Q3: 56,583 shares 56,583 $14.4M 4.01% -2,091 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,179 shares; 2024Q1: 28,136 shares; 2024Q2: 27,261 shares; 2024Q3: 26,980 shares; 2024Q4: 26,735 shares; 2025Q1: 27,120 shares; 2025Q2: 26,780 shares; 2025Q3: 25,968 shares 25,968 $13.5M 3.74% -812 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; 2023Q4: 51,120 shares; 2024Q1: 50,534 shares; 2024Q2: 48,254 shares; 2024Q3: 47,009 shares; 2024Q4: 45,257 shares; 2025Q1: 42,377 shares; 2025Q2: 40,982 shares; 2025Q3: 39,033 shares 39,033 $12.3M 3.42% -1,949 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 53,839 shares; 2024Q1: 53,059 shares; 2024Q2: 50,869 shares; 2024Q3: 49,715 shares; 2024Q4: 49,135 shares; 2025Q1: 47,541 shares; 2025Q2: 47,586 shares; 2025Q3: 45,705 shares 45,705 $11.1M 3.1% -1,881 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 60,622 shares; 2024Q1: 60,420 shares; 2024Q2: 60,295 shares; 2024Q3: 59,195 shares; 2024Q4: 57,075 shares; 2025Q1: 55,878 shares; 2025Q2: 56,845 shares; 2025Q3: 55,775 shares 55,775 $9.53M 2.65% -1,070 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 118,499 shares; 2024Q1: 120,699 shares; 2024Q2: 120,524 shares; 2024Q3: 119,364 shares; 2024Q4: 116,534 shares; 2025Q1: 109,419 shares; 2025Q2: 110,784 shares; 2025Q3: 108,219 shares 108,219 $8.88M 2.47% -2,565 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; 2023Q4: 194,891 shares; 2024Q1: 197,146 shares; 2024Q2: 194,821 shares; 2024Q3: 192,236 shares; 2024Q4: 187,670 shares; 2025Q1: 182,840 shares; 2025Q2: 180,963 shares; 2025Q3: 171,648 shares 171,648 $8.86M 2.46% -9,315 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,430 shares; 2024Q1: 17,933 shares; 2024Q2: 17,598 shares; 2024Q3: 17,561 shares; 2024Q4: 17,361 shares; 2025Q1: 17,436 shares; 2025Q2: 17,743 shares; 2025Q3: 17,159 shares 17,159 $8.19M 2.28% -584 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,189 shares; 2024Q1: 29,082 shares; 2024Q2: 28,612 shares; 2024Q3: 28,000 shares; 2024Q4: 27,541 shares; 2025Q1: 27,085 shares; 2025Q2: 26,463 shares; 2025Q3: 25,761 shares 25,761 $7.75M 2.15% -702 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; 2023Q4: 35,784 shares; 2024Q1: 35,759 shares; 2024Q2: 35,234 shares; 2024Q3: 35,379 shares; 2024Q4: 35,099 shares; 2025Q1: 34,784 shares; 2025Q2: 35,370 shares; 2025Q3: 34,927 shares 34,927 $7.67M 2.13% -443 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 81,278 shares; 2024Q1: 80,328 shares; 2024Q2: 79,813 shares; 2024Q3: 80,223 shares; 2024Q4: 79,658 shares; 2025Q1: 78,887 shares; 2025Q2: 156,524 shares; 2025Q3: 154,083 shares 154,083 $7.56M 2.1% -2,441 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; 2023Q4: 87,124 shares; 2024Q1: 94,494 shares; 2024Q2: 95,539 shares; 2024Q3: 95,194 shares; 2024Q4: 95,239 shares; 2025Q1: 94,939 shares; 2025Q2: 96,241 shares; 2025Q3: 95,677 shares 95,677 $7.22M 2.01% -564 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35,801 shares; 2024Q1: 36,055 shares; 2024Q2: 37,073 shares; 2024Q3: 36,526 shares; 2024Q4: 36,547 shares; 2025Q1: 36,277 shares; 2025Q2: 36,796 shares; 2025Q3: 36,001 shares 36,001 $6.68M 1.86% -795 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,394 shares; 2024Q1: 3,328 shares; 2024Q2: 30,680 shares; 2024Q3: 28,128 shares; 2024Q4: 27,513 shares; 2025Q1: 27,448 shares; 2025Q2: 35,210 shares; 2025Q3: 34,725 shares 34,725 $6.48M 1.8% -485 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,140 shares; 2024Q1: 62,895 shares; 2024Q2: 62,815 shares; 2024Q3: 62,590 shares; 2024Q4: 62,085 shares; 2025Q1: 62,241 shares; 2025Q2: 62,136 shares; 2025Q3: 61,185 shares 61,185 $6.31M 1.75% -951 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; 2023Q4: 30,830 shares; 2024Q1: 30,907 shares; 2024Q2: 30,830 shares; 2024Q3: 30,344 shares; 2024Q4: 29,299 shares; 2025Q1: 28,888 shares; 2025Q2: 29,053 shares; 2025Q3: 28,594 shares 28,594 $5.75M 1.6% -459 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; 2023Q4: 81,586 shares; 2024Q1: 82,975 shares; 2024Q2: 86,449 shares; 2024Q3: 86,284 shares; 2024Q4: 86,144 shares; 2025Q1: 85,764 shares; 2025Q2: 85,794 shares; 2025Q3: 85,865 shares 85,865 $5.69M 1.58% +71 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 64,064 shares; 2024Q1: 67,001 shares; 2024Q2: 67,061 shares; 2024Q3: 67,236 shares; 2024Q4: 65,761 shares; 2025Q1: 61,497 shares; 2025Q2: 61,227 shares; 2025Q3: 55,144 shares 55,144 $5.6M 1.56% -6,083 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 59,946 shares; 2024Q1: 59,913 shares; 2024Q2: 59,715 shares; 2024Q3: 59,288 shares; 2024Q4: 58,913 shares; 2025Q1: 58,558 shares; 2025Q2: 58,956 shares; 2025Q3: 58,356 shares 58,356 $5.53M 1.54% -600 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 36,348 shares; 2024Q1: 37,193 shares; 2024Q2: 37,658 shares; 2024Q3: 37,531 shares; 2024Q4: 37,509 shares; 2025Q1: 37,694 shares; 2025Q2: 39,787 shares; 2025Q3: 39,287 shares 39,287 $5.52M 1.53% -500 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; 2023Q4: 33,787 shares; 2024Q1: 33,847 shares; 2024Q2: 33,972 shares; 2024Q3: 33,892 shares; 2024Q4: 33,882 shares; 2025Q1: 33,813 shares; 2025Q2: 34,192 shares; 2025Q3: 34,387 shares 34,387 $5.28M 1.47% +195 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; 2023Q4: 71,502 shares; 2024Q1: 76,510 shares; 2024Q2: 77,760 shares; 2024Q3: 77,135 shares; 2024Q4: 76,835 shares; 2025Q1: 76,051 shares; 2025Q2: 77,394 shares; 2025Q3: 77,223 shares 77,223 $5.17M 1.44% -171 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 144,033 shares; 2024Q1: 143,303 shares; 2024Q2: 143,043 shares; 2024Q3: 141,817 shares; 2024Q4: 142,417 shares; 2025Q1: 143,145 shares; 2025Q2: 144,427 shares; 2025Q3: 143,424 shares 143,424 $5.06M 1.41% -1,003 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; 2023Q4: 118,921 shares; 2024Q1: 120,876 shares; 2024Q2: 120,793 shares; 2024Q3: 119,758 shares; 2024Q4: 116,988 shares; 2025Q1: 113,591 shares; 2025Q2: 114,202 shares; 2025Q3: 109,524 shares 109,524 $5.01M 1.39% -4,678 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,603 shares; 2024Q1: 20,374 shares; 2024Q2: 20,400 shares; 2024Q3: 20,455 shares; 2024Q4: 20,094 shares; 2025Q1: 19,788 shares; 2025Q2: 20,162 shares; 2025Q3: 20,187 shares 20,187 $4.78M 1.33% +25 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; 2023Q4: 43,405 shares; 2024Q1: 42,050 shares; 2024Q2: 40,885 shares; 2024Q3: 42,295 shares; 2024Q4: 41,655 shares; 2025Q1: 41,762 shares; 2025Q2: 42,438 shares; 2025Q3: 41,489 shares 41,489 $4.75M 1.32% -949 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47,794 shares; 2024Q1: 48,234 shares; 2024Q2: 48,269 shares; 2024Q3: 47,609 shares; 2024Q4: 46,489 shares; 2025Q1: 44,229 shares; 2025Q2: 43,722 shares; 2025Q3: 40,487 shares 40,487 $4.7M 1.31% -3,235 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; 2023Q4: 59,429 shares; 2024Q1: 58,719 shares; 2024Q2: 57,954 shares; 2024Q3: 57,717 shares; 2024Q4: 57,592 shares; 2025Q1: 57,365 shares; 2025Q2: 58,260 shares; 2025Q3: 58,479 shares 58,479 $4.67M 1.3% +219 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; 2023Q4: 52,497 shares; 2024Q1: 53,942 shares; 2024Q2: 58,392 shares; 2024Q3: 58,147 shares; 2024Q4: 58,102 shares; 2025Q1: 57,972 shares; 2025Q2: 58,233 shares; 2025Q3: 57,438 shares 57,438 $4.63M 1.29% -795 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; 2023Q4: 54,280 shares; 2024Q1: 54,822 shares; 2024Q2: 57,527 shares; 2024Q3: 57,437 shares; 2024Q4: 57,767 shares; 2025Q1: 59,965 shares; 2025Q2: 61,070 shares; 2025Q3: 60,504 shares 60,504 $4.56M 1.27% -566 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; 2023Q4: 68,983 shares; 2024Q1: 73,275 shares; 2024Q2: 74,070 shares; 2024Q3: 73,538 shares; 2024Q4: 73,470 shares; 2025Q1: 73,230 shares; 2025Q2: 73,914 shares; 2025Q3: 73,137 shares 73,137 $4.47M 1.24% -777 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,291 shares; 2024Q3: 7,244 shares; 2024Q4: 7,219 shares; 2025Q1: 7,300 shares; 2025Q2: 7,396 shares; 2025Q3: 7,262 shares 7,262 $4.47M 1.24% -134 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; 2023Q4: 7,065 shares; 2024Q1: 6,965 shares; 2024Q2: 6,742 shares; 2024Q3: 6,614 shares; 2024Q4: 6,522 shares; 2025Q1: 6,297 shares; 2025Q2: 6,182 shares; 2025Q3: 5,978 shares 5,978 $4.39M 1.22% -204 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; 2023Q4: 148,331 shares; 2024Q1: 154,331 shares; 2024Q2: 159,118 shares; 2024Q3: 158,043 shares; 2024Q4: 157,813 shares; 2025Q1: 156,438 shares; 2025Q2: 156,257 shares; 2025Q3: 153,952 shares 153,952 $4.35M 1.21% -2,305 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; 2023Q4: 17,271 shares; 2024Q1: 16,976 shares; 2024Q2: 17,081 shares; 2024Q3: 17,021 shares; 2024Q4: 17,141 shares; 2025Q1: 17,179 shares; 2025Q2: 17,399 shares; 2025Q3: 17,447 shares 17,447 $4.12M 1.15% +48 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; 2023Q4: 35,041 shares; 2024Q1: 35,326 shares; 2024Q2: 35,086 shares; 2024Q3: 34,951 shares; 2024Q4: 35,246 shares; 2025Q1: 35,463 shares; 2025Q2: 36,803 shares; 2025Q3: 36,538 shares 36,538 $4.12M 1.15% -265 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; 2023Q4: 16,810 shares; 2024Q1: 16,560 shares; 2024Q2: 16,525 shares; 2024Q3: 16,544 shares; 2024Q4: 16,039 shares; 2025Q1: 16,036 shares; 2025Q2: 16,171 shares; 2025Q3: 15,986 shares 15,986 $4.02M 1.12% -185 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 39,130 shares; 2024Q1: 39,754 shares; 2024Q2: 40,693 shares; 2024Q3: 40,637 shares; 2024Q4: 40,847 shares; 2025Q1: 41,302 shares; 2025Q2: 41,932 shares; 2025Q3: 41,419 shares 41,419 $3.94M 1.1% -513 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; 2023Q4: 70,485 shares; 2024Q1: 71,905 shares; 2024Q2: 72,630 shares; 2024Q3: 72,575 shares; 2024Q4: 72,810 shares; 2025Q1: 72,751 shares; 2025Q2: 77,801 shares; 2025Q3: 77,831 shares 77,831 $3.92M 1.09% +30 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,154 shares; 2024Q1: 23,518 shares; 2024Q2: 23,513 shares; 2024Q3: 23,476 shares; 2024Q4: 23,720 shares; 2025Q1: 23,804 shares; 2025Q2: 24,924 shares; 2025Q3: 24,725 shares 24,725 $3.84M 1.07% -199 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; 2023Q4: 9,506 shares; 2024Q1: 9,394 shares; 2024Q2: 9,449 shares; 2024Q3: 9,397 shares; 2024Q4: 9,297 shares; 2025Q1: 9,295 shares; 2025Q2: 9,440 shares; 2025Q3: 9,446 shares 9,446 $3.83M 1.06% +6 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; 2023Q4: 82,846 shares; 2024Q1: 84,411 shares; 2024Q2: 84,249 shares; 2024Q3: 84,849 shares; 2024Q4: 85,182 shares; 2025Q1: 85,897 shares; 2025Q2: 87,364 shares; 2025Q3: 86,714 shares 86,714 $3.81M 1.06% -650 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 54,988 shares; 2024Q1: 55,243 shares; 2024Q2: 53,853 shares; 2024Q3: 53,318 shares; 2024Q4: 53,514 shares; 2025Q1: 52,749 shares; 2025Q2: 53,134 shares; 2025Q3: 52,644 shares 52,644 $3.77M 1.05% -490 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; 2023Q4: 6,972 shares; 2024Q1: 11,112 shares; 2024Q2: 12,042 shares; 2024Q3: 13,492 shares; 2024Q4: 13,507 shares; 2025Q1: 13,527 shares; 2025Q2: 13,907 shares; 2025Q3: 13,725 shares 13,725 $3.74M 1.04% -182 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 184,716 shares; 2024Q1: 184,266 shares; 2024Q2: 183,341 shares; 2024Q3: 182,241 shares; 2024Q4: 180,191 shares; 2025Q1: 169,541 shares; 2025Q2: 169,671 shares; 2025Q3: 162,032 shares 162,032 $3.66M 1.02% -7,639 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 27,008 shares; 2024Q1: 26,822 shares; 2024Q2: 26,269 shares; 2024Q3: 26,078 shares; 2024Q4: 25,613 shares; 2025Q1: 26,058 shares; 2025Q2: 26,311 shares; 2025Q3: 26,402 shares 26,402 $3.53M 0.98% +91 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; 2023Q4: 31,006 shares; 2024Q1: 32,287 shares; 2024Q2: 33,707 shares; 2024Q3: 36,163 shares; 2024Q4: 35,293 shares; 2025Q1: 37,045 shares; 2025Q2: 40,539 shares; 2025Q3: 42,030 shares 42,030 $3.51M 0.98% +1,491 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35,821 shares; 2024Q1: 36,831 shares; 2024Q2: 36,806 shares; 2024Q3: 36,616 shares; 2024Q4: 36,521 shares; 2025Q1: 36,576 shares; 2025Q2: 36,666 shares; 2025Q3: 36,003 shares 36,003 $3.47M 0.96% -663 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; 2023Q4: 10,549 shares; 2024Q1: 10,419 shares; 2024Q2: 10,560 shares; 2024Q3: 10,441 shares; 2024Q4: 10,426 shares; 2025Q1: 10,831 shares; 2025Q2: 11,196 shares; 2025Q3: 11,266 shares 11,266 $3.38M 0.94% +70 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; 2023Q4: 17,304 shares; 2024Q1: 17,779 shares; 2024Q2: 17,799 shares; 2024Q3: 17,899 shares; 2024Q4: 17,834 shares; 2025Q1: 17,869 shares; 2025Q2: 18,362 shares; 2025Q3: 18,317 shares 18,317 $3.37M 0.94% -45 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,200 shares; 2024Q1: 13,084 shares; 2024Q2: 13,063 shares; 2024Q3: 12,441 shares; 2024Q4: 12,366 shares; 2025Q1: 12,406 shares; 2025Q2: 12,011 shares; 2025Q3: 11,461 shares 11,461 $3.22M 0.9% -550 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,872 shares; 2024Q1: 21,822 shares; 2024Q2: 22,287 shares; 2024Q3: 22,577 shares; 2024Q4: 22,764 shares; 2025Q1: 23,094 shares; 2025Q2: 23,259 shares; 2025Q3: 23,149 shares 23,149 $3.22M 0.9% -110 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; 2023Q4: 86,144 shares; 2024Q1: 86,557 shares; 2024Q2: 88,496 shares; 2024Q3: 89,064 shares; 2024Q4: 89,148 shares; 2025Q1: 92,564 shares; 2025Q2: 94,520 shares; 2025Q3: 94,936 shares 94,936 $2.98M 0.83% +416 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; 2023Q4: 46,314 shares; 2024Q1: 46,414 shares; 2024Q2: 46,874 shares; 2024Q3: 48,299 shares; 2024Q4: 49,284 shares; 2025Q1: 51,671 shares; 2025Q2: 52,296 shares; 2025Q3: 51,706 shares 51,706 $2.88M 0.8% -590 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 91,675 shares; 2024Q1: 96,175 shares; 2024Q2: 95,955 shares; 2024Q3: 94,480 shares; 2024Q4: 91,755 shares; 2025Q1: 89,585 shares; 2025Q2: 89,035 shares; 2025Q3: 88,210 shares 88,210 $2.75M 0.76% -825 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,480 shares; 2024Q1: 14,335 shares; 2024Q2: 14,210 shares; 2024Q3: 14,505 shares; 2024Q4: 14,475 shares; 2025Q1: 14,480 shares; 2025Q2: 14,740 shares; 2025Q3: 14,442 shares 14,442 $2.72M 0.75% -298 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; 2023Q4: 24,895 shares; 2024Q1: 25,300 shares; 2024Q2: 26,241 shares; 2024Q3: 26,161 shares; 2024Q4: 26,621 shares; 2025Q1: 26,836 shares; 2025Q2: 30,133 shares; 2025Q3: 27,281 shares 27,281 $2.69M 0.75% -2,852 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; 2023Q4: 3,133 shares; 2024Q1: 3,067 shares; 2024Q2: 3,017 shares; 2024Q3: 2,956 shares; 2024Q4: 2,956 shares; 2025Q1: 2,896 shares; 2025Q2: 2,905 shares; 2025Q3: 2,868 shares 2,868 $2.65M 0.74% -37 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 37,720 shares; 2024Q1: 38,070 shares; 2024Q2: 38,463 shares; 2024Q3: 38,503 shares; 2024Q4: 38,763 shares; 2025Q1: 39,058 shares; 2025Q2: 39,348 shares; 2025Q3: 39,050 shares 39,050 $2.59M 0.72% -298 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,076 shares; 2024Q1: 10,051 shares; 2024Q2: 10,445 shares; 2024Q3: 10,637 shares; 2024Q4: 11,729 shares; 2025Q1: 20,133 shares; 2025Q2: 31,852 shares; 2025Q3: 34,053 shares 34,053 $2.56M 0.71% +2,201 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; 2023Q4: 39,226 shares; 2024Q1: 38,751 shares; 2024Q2: 38,401 shares; 2024Q3: 38,317 shares; 2024Q4: 38,317 shares; 2025Q1: 37,317 shares; 2025Q2: 37,117 shares; 2025Q3: 36,592 shares 36,592 $2.5M 0.7% -525 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,833 shares; 2024Q1: 16,263 shares; 2024Q2: 16,475 shares; 2024Q3: 16,445 shares; 2024Q4: 16,730 shares; 2025Q1: 18,095 shares; 2025Q2: 19,386 shares; 2025Q3: 18,891 shares 18,891 $2.31M 0.64% -495 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; 2023Q4: 10,248 shares; 2024Q1: 10,724 shares; 2024Q2: 10,727 shares; 2024Q3: 10,684 shares; 2024Q4: 10,714 shares; 2025Q1: 10,940 shares; 2025Q2: 11,054 shares; 2025Q3: 11,169 shares 11,169 $2.21M 0.62% +115 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; 2023Q4: 4,036 shares; 2024Q1: 4,051 shares; 2024Q2: 4,051 shares; 2024Q3: 4,051 shares; 2024Q4: 4,066 shares; 2025Q1: 4,099 shares; 2025Q2: 4,965 shares; 2025Q3: 4,511 shares 4,511 $2.19M 0.61% -454 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; 2023Q4: 20,803 shares; 2024Q1: 20,718 shares; 2024Q2: 20,278 shares; 2024Q3: 20,278 shares; 2024Q4: 20,243 shares; 2025Q1: 21,003 shares; 2025Q2: 21,708 shares; 2025Q3: 22,383 shares 22,383 $1.88M 0.52% +675 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,977 shares; 2024Q1: 20,187 shares; 2024Q2: 24,367 shares; 2024Q3: 24,197 shares; 2024Q4: 22,309 shares; 2025Q1: 22,429 shares; 2025Q2: 25,624 shares; 2025Q3: 23,004 shares 23,004 $1.87M 0.52% -2,620 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; 2023Q4: 3,707 shares; 2024Q1: 4,995 shares; 2024Q2: 4,995 shares; 2024Q3: 7,290 shares; 2024Q4: 7,385 shares; 2025Q1: 7,605 shares; 2025Q2: 8,336 shares; 2025Q3: 8,516 shares 8,516 $1.79M 0.5% +180 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; 2023Q4: 2,450 shares; 2024Q1: 2,325 shares; 2024Q2: 2,165 shares; 2024Q3: 2,029 shares; 2024Q4: 1,999 shares; 2025Q1: 1,961 shares; 2025Q2: 1,955 shares; 2025Q3: 1,970 shares 1,970 $1.5M 0.42% +15 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; 2023Q4: 6,355 shares; 2024Q1: 6,350 shares; 2024Q2: 6,245 shares; 2024Q3: 6,205 shares; 2024Q4: 6,160 shares; 2025Q1: 5,975 shares; 2025Q2: 5,913 shares; 2025Q3: 5,834 shares 5,834 $1.43M 0.4% -79 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,558 shares; 2024Q1: 20,526 shares; 2024Q2: 20,430 shares; 2024Q3: 20,202 shares; 2024Q4: 20,074 shares; 2025Q1: 19,924 shares; 2025Q2: 19,892 shares; 2025Q3: 19,754 shares 19,754 $1.34M 0.37% -138 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; 2023Q4: 5,727 shares; 2024Q1: 4,467 shares; 2024Q2: 4,462 shares; 2024Q3: 4,472 shares; 2024Q4: 4,462 shares; 2025Q1: 4,402 shares; 2025Q2: 4,367 shares; 2025Q3: 4,267 shares 4,267 $1.2M 0.33% -100 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,400 shares; 2024Q1: 5,350 shares; 2024Q2: 5,275 shares; 2024Q3: 5,120 shares; 2024Q4: 5,000 shares; 2025Q1: 4,731 shares; 2025Q2: 4,731 shares; 2025Q3: 4,561 shares 4,561 $1.11M 0.31% -170 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,815 shares; 2025Q3: 6,695 shares 6,695 $943K 0.26% +2,880 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,691 shares; 2024Q1: 7,509 shares; 2024Q2: 7,334 shares; 2024Q3: 7,334 shares; 2024Q4: 7,326 shares; 2025Q1: 7,026 shares; 2025Q2: 7,026 shares; 2025Q3: 6,856 shares 6,856 $933K 0.26% -170 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 112,865 shares; 2024Q1: 109,222 shares; 2024Q2: 103,658 shares; 2024Q3: 101,908 shares; 2024Q4: 102,458 shares; 2025Q1: 95,608 shares; 2025Q2: 82,243 shares; 2025Q3: 71,700 shares 71,700 $832K 0.23% -10,543 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 219,394 shares; 2024Q1: 218,229 shares; 2024Q2: 217,204 shares; 2024Q3: 215,305 shares; 2024Q4: 210,580 shares; 2025Q1: 177,180 shares; 2025Q2: 95,956 shares; 2025Q3: 67,631 shares 67,631 $809K 0.22% -28,325 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,060 shares; 2024Q2: 1,845 shares; 2024Q3: 3,015 shares; 2024Q4: 3,490 shares; 2025Q1: 4,020 shares; 2025Q2: 4,370 shares; 2025Q3: 4,270 shares 4,270 $799K 0.22% -100 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; 2023Q4: 2,286 shares; 2024Q1: 2,251 shares; 2024Q2: 2,251 shares; 2024Q3: 2,251 shares; 2024Q4: 2,212 shares; 2025Q1: 2,294 shares; 2025Q2: 2,240 shares; 2025Q3: 2,410 shares 2,410 $791K 0.22% +170 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,377 shares; 2024Q1: 8,361 shares; 2024Q2: 8,286 shares; 2024Q3: 8,286 shares; 2024Q4: 8,283 shares; 2025Q1: 8,233 shares; 2025Q2: 8,233 shares; 2025Q3: 8,153 shares 8,153 $771K 0.21% -80 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 9,630 shares 9,630 $687K 0.19% +5,830 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; 2023Q4: 2,938 shares; 2024Q1: 3,033 shares; 2024Q2: 3,193 shares; 2024Q3: 3,248 shares; 2024Q4: 2,583 shares; 2025Q1: 3,188 shares; 2025Q2: 3,293 shares; 2025Q3: 3,153 shares 3,153 $680K 0.19% -140 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; 2023Q4: 7,400 shares; 2024Q1: 7,400 shares; 2024Q2: 7,400 shares; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares 7,400 $620K 0.17% 0 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; 2023Q4: 1,332 shares; 2024Q1: 1,332 shares; 2024Q2: 1,322 shares; 2024Q3: 1,297 shares; 2024Q4: 1,287 shares; 2025Q1: 1,274 shares; 2025Q2: 1,269 shares; 2025Q3: 1,194 shares 1,194 $600K 0.17% -75 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,250 shares; 2024Q1: 18,900 shares; 2024Q2: 17,800 shares; 2024Q3: 17,800 shares; 2024Q4: 17,450 shares; 2025Q1: 17,450 shares; 2025Q2: 17,450 shares; 2025Q3: 17,450 shares 17,450 $600K 0.17% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,043 shares; 2025Q2: 5,118 shares; 2025Q3: 7,648 shares 7,648 $478K 0.13% +2,530 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,155 shares; 2025Q1: 6,790 shares; 2025Q2: 7,257 shares; 2025Q3: 7,927 shares 7,927 $475K 0.13% +670 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,690 shares; 2024Q1: 1,978 shares; 2024Q2: 2,068 shares; 2024Q3: 2,163 shares; 2024Q4: 2,774 shares; 2025Q1: 2,497 shares; 2025Q2: 2,517 shares; 2025Q3: 2,477 shares 2,477 $469K 0.13% -40 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; 2023Q4: 638 shares; 2024Q1: 609 shares; 2024Q2: 644 shares; 2024Q3: 644 shares; 2024Q4: 603 shares; 2025Q1: 703 shares; 2025Q2: 781 shares; 2025Q3: 766 shares 766 $460K 0.13% -15 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; 2023Q4: 3,356 shares; 2024Q1: 3,306 shares; 2024Q2: 3,295 shares; 2024Q3: 3,295 shares; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares 3,295 $432K 0.12% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,613 shares; 2024Q1: 5,633 shares; 2024Q2: 5,633 shares; 2024Q3: 5,883 shares; 2024Q4: 5,883 shares; 2025Q1: 5,883 shares; 2025Q2: 5,883 shares; 2025Q3: 5,883 shares 5,883 $432K 0.12% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 576 shares; 2025Q1: 537 shares; 2025Q2: 568 shares; 2025Q3: 555 shares 555 $414K 0.12% -13 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,135 shares; 2024Q1: 4,110 shares; 2024Q2: 3,080 shares; 2024Q3: 3,065 shares; 2024Q4: 3,065 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares 3,040 $407K 0.11% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,495 shares 7,495 $406K 0.11% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,515 shares; 2024Q3: 1,550 shares; 2024Q4: 1,659 shares; 2025Q1: 2,026 shares; 2025Q2: 2,132 shares; 2025Q3: 2,032 shares 2,032 $385K 0.11% -100 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,500 shares; 2024Q1: 8,325 shares; 2024Q2: 9,425 shares; 2024Q3: 10,825 shares; 2024Q4: 10,925 shares; 2025Q1: 10,825 shares; 2025Q2: 10,825 shares; 2025Q3: 10,825 shares 10,825 $373K 0.1% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,300 shares; 2024Q1: 4,300 shares; 2024Q2: 4,300 shares; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares 4,300 $353K 0.1% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,953 shares; 2024Q3: 1,953 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: 1,928 shares 1,928 $344K 0.1% -25 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,923 shares; 2024Q1: 1,983 shares; 2024Q2: 1,968 shares; 2024Q3: 1,713 shares; 2024Q4: 1,673 shares; 2025Q1: 1,523 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares 1,498 $323K 0.09% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 921 shares; 2024Q1: 915 shares; 2024Q2: 915 shares; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares 915 $317K 0.09% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 975 shares; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 935 shares 935 $308K 0.09% -30 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; 2023Q4: 2,307 shares; 2024Q1: 2,307 shares; 2024Q2: 2,307 shares; 2024Q3: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares 2,307 $285K 0.08% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200 $272K 0.08% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares 601 $267K 0.07% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,035 shares; 2024Q1: 6,156 shares; 2024Q2: 6,156 shares; 2024Q3: 5,651 shares; 2024Q4: 5,676 shares; 2025Q1: 5,851 shares; 2025Q2: 5,551 shares; 2025Q3: 5,701 shares 5,701 $257K 0.07% +150 Timeline EVX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,200 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares 6,300 $245K 0.07% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,075 shares; 2025Q1: 1,913 shares; 2025Q2: 1,998 shares; 2025Q3: 1,948 shares 1,948 $245K 0.07% -50 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: not reported; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $243K 0.07% 0 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; 2023Q4: 1,915 shares; 2024Q1: 1,915 shares; 2024Q2: 1,915 shares; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 1,915 shares 1,915 $236K 0.07% -100 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares 230 $220K 0.06% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares 357 $218K 0.06% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,223 shares; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,213 shares; 2025Q3: 1,134 shares 1,134 $218K 0.06% -79 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 670 shares; 2024Q3: 670 shares; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: not reported; 2025Q3: 765 shares 765 $216K 0.06% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 588 shares; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 535 shares 535 $212K 0.06% -25 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: 735 shares; 2025Q3: 710 shares 710 $210K 0.06% -25 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,889 shares; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 1,593 shares 1,593 $209K 0.06% -70 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares 780 $202K 0.06% new Timeline