AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,287 shares; 2024Q4: 244,500 shares; 2025Q1: 245,401 shares; 2025Q2: 250,773 shares; 2025Q3: 251,003 shares; 2025Q4: 249,061 shares; 2026Q1: 251,215 shares; 2026Q2: 248,637 shares 248,637 $71.9M 5.82% -2,578 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: 377,300 shares; 2024Q4: 357,344 shares; 2025Q1: 347,245 shares; 2025Q2: 348,306 shares; 2025Q3: 334,404 shares; 2025Q4: 323,722 shares; 2026Q1: 323,899 shares; 2026Q2: 311,134 shares 311,134 $62.3M 5.03% -12,765 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: 63,793 shares; 2024Q4: 63,088 shares; 2025Q1: 65,119 shares; 2025Q2: 64,404 shares; 2025Q3: 62,049 shares; 2025Q4: 61,602 shares; 2026Q1: 62,622 shares; 2026Q2: 62,426 shares 62,426 $46.6M 3.77% -196 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: 139,052 shares; 2024Q4: 135,454 shares; 2025Q1: 131,742 shares; 2025Q2: 132,700 shares; 2025Q3: 129,874 shares; 2025Q4: 123,338 shares; 2026Q1: 122,040 shares; 2026Q2: 118,159 shares 118,159 $42.2M 3.41% -3,881 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,515 shares; 2024Q4: 133,492 shares; 2025Q1: 133,357 shares; 2025Q2: 133,840 shares; 2025Q3: 132,924 shares; 2025Q4: 132,950 shares; 2026Q1: 135,145 shares; 2026Q2: 132,898 shares 132,898 $31.7M 2.56% -2,247 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: 81,481 shares; 2024Q4: 80,515 shares; 2025Q1: 74,394 shares; 2025Q2: 74,659 shares; 2025Q3: 75,331 shares; 2025Q4: 74,876 shares; 2026Q1: 76,667 shares; 2026Q2: 76,644 shares 76,644 $28.6M 2.31% -23 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: 22,105 shares; 2024Q4: 22,128 shares; 2025Q1: 21,734 shares; 2025Q2: 22,083 shares; 2025Q3: 21,316 shares; 2025Q4: 21,295 shares; 2026Q1: 21,732 shares; 2026Q2: 21,550 shares 21,550 $25.8M 2.09% -182 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: 25,129 shares; 2024Q4: 25,965 shares; 2025Q1: 27,146 shares; 2025Q2: 26,576 shares; 2025Q3: 28,671 shares; 2025Q4: 29,066 shares; 2026Q1: 30,277 shares; 2026Q2: 31,504 shares 31,504 $23.6M 1.91% +1,227 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: 7,960 shares; 2024Q4: 7,960 shares; 2025Q1: 8,047 shares; 2025Q2: 8,047 shares; 2025Q3: 7,103 shares; 2025Q4: 37,291 shares; 2026Q1: 36,690 shares; 2026Q2: 32,714 shares 32,714 $22.5M 1.82% -3,976 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: 72,304 shares; 2024Q4: 71,528 shares; 2025Q1: 69,194 shares; 2025Q2: 68,184 shares; 2025Q3: 67,642 shares; 2025Q4: 66,039 shares; 2026Q1: 66,639 shares; 2026Q2: 66,710 shares 66,710 $21.8M 1.77% +71 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: 18,778 shares; 2024Q4: 18,605 shares; 2025Q1: 18,399 shares; 2025Q2: 18,930 shares; 2025Q3: 18,821 shares; 2025Q4: 18,711 shares; 2026Q1: 18,354 shares; 2026Q2: 17,533 shares 17,533 $18.7M 1.51% -821 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: 71,977 shares; 2024Q4: 71,805 shares; 2025Q1: 73,004 shares; 2025Q2: 73,116 shares; 2025Q3: 72,793 shares; 2025Q4: 74,543 shares; 2026Q1: 78,387 shares; 2026Q2: 81,280 shares 81,280 $17.3M 1.4% +2,893 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: 54,270 shares; 2024Q4: 53,061 shares; 2025Q1: 52,291 shares; 2025Q2: 52,967 shares; 2025Q3: 51,945 shares; 2025Q4: 47,727 shares; 2026Q1: 47,411 shares; 2026Q2: 46,646 shares 46,646 $16.5M 1.33% -765 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: 12,460 shares; 2024Q4: 13,342 shares; 2025Q1: 13,763 shares; 2025Q2: 14,105 shares; 2025Q3: 14,306 shares; 2025Q4: 42,454 shares; 2026Q1: 44,356 shares; 2026Q2: 43,751 shares 43,751 $16.2M 1.31% -605 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,360 shares; 2024Q4: 195,709 shares; 2025Q1: 214,838 shares; 2025Q2: 226,542 shares; 2025Q3: 243,515 shares; 2025Q4: 265,759 shares; 2026Q1: 284,597 shares; 2026Q2: 300,671 shares 300,671 $15.8M 1.27% +16,074 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,933 shares; 2024Q4: 93,849 shares; 2025Q1: 100,978 shares; 2025Q2: 106,508 shares; 2025Q3: 114,344 shares; 2025Q4: 135,527 shares; 2026Q1: 145,705 shares; 2026Q2: 158,921 shares 158,921 $15.7M 1.27% +13,216 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: 14,050 shares; 2024Q4: 14,209 shares; 2025Q1: 14,681 shares; 2025Q2: 14,897 shares; 2025Q3: 15,158 shares; 2025Q4: 15,537 shares; 2026Q1: 15,918 shares; 2026Q2: 16,592 shares 16,592 $15.5M 1.26% +674 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: 194,312 shares; 2024Q4: 187,981 shares; 2025Q1: 180,884 shares; 2025Q2: 183,839 shares; 2025Q3: 180,379 shares; 2025Q4: 177,126 shares; 2026Q1: 175,422 shares; 2026Q2: 173,793 shares 173,793 $15.3M 1.23% -1,629 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: 22,875 shares; 2024Q4: 22,586 shares; 2025Q1: 22,252 shares; 2025Q2: 21,670 shares; 2025Q3: 21,099 shares; 2025Q4: 20,814 shares; 2026Q1: 21,591 shares; 2026Q2: 21,600 shares 21,600 $15.2M 1.23% +9 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: 80,999 shares; 2024Q4: 85,810 shares; 2025Q1: 90,720 shares; 2025Q2: 89,816 shares; 2025Q3: 89,327 shares; 2025Q4: 94,065 shares; 2026Q1: 97,715 shares; 2026Q2: 101,419 shares 101,419 $15M 1.22% +3,704 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: 64,093 shares; 2024Q4: 62,181 shares; 2025Q1: 58,692 shares; 2025Q2: 59,257 shares; 2025Q3: 59,396 shares; 2025Q4: 58,037 shares; 2026Q1: 58,081 shares; 2026Q2: 56,485 shares 56,485 $14.3M 1.16% -1,596 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: 113,839 shares; 2024Q4: 124,637 shares; 2025Q1: 139,067 shares; 2025Q2: 141,479 shares; 2025Q3: 143,596 shares; 2025Q4: 160,155 shares; 2026Q1: 171,917 shares; 2026Q2: 183,031 shares 183,031 $14.1M 1.14% +11,114 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: 20,268 shares; 2024Q4: 19,667 shares; 2025Q1: 19,783 shares; 2025Q2: 20,003 shares; 2025Q3: 19,471 shares; 2025Q4: 19,249 shares; 2026Q1: 19,091 shares; 2026Q2: 19,128 shares 19,128 $14.1M 1.14% +37 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,082 shares; 2024Q4: 165,637 shares; 2025Q1: 181,963 shares; 2025Q2: 197,725 shares; 2025Q3: 211,987 shares; 2025Q4: 238,146 shares; 2026Q1: 245,812 shares; 2026Q2: 250,113 shares 250,113 $13.3M 1.08% +4,301 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: 23,930 shares; 2024Q4: 23,473 shares; 2025Q1: 22,966 shares; 2025Q2: 23,285 shares; 2025Q3: 23,146 shares; 2025Q4: 23,497 shares; 2026Q1: 23,817 shares; 2026Q2: 23,948 shares 23,948 $12.3M 0.99% +131 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,284 shares; 2025Q1: 11,219 shares; 2025Q2: 12,059 shares; 2025Q3: 12,004 shares; 2025Q4: 11,992 shares; 2026Q1: 11,946 shares; 2026Q2: 12,063 shares 12,063 $11.6M 0.94% +117 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: 120,819 shares; 2024Q4: 115,498 shares; 2025Q1: 110,562 shares; 2025Q2: 110,623 shares; 2025Q3: 109,757 shares; 2025Q4: 105,493 shares; 2026Q1: 104,669 shares; 2026Q2: 101,349 shares 101,349 $11.5M 0.93% -3,320 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: 55,199 shares; 2024Q4: 64,181 shares; 2025Q1: 66,776 shares; 2025Q2: 69,894 shares; 2025Q3: 72,240 shares; 2025Q4: 84,268 shares; 2026Q1: 97,964 shares; 2026Q2: 111,455 shares 111,455 $10.8M 0.87% +13,491 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: 13,973 shares; 2024Q4: 17,056 shares; 2025Q1: 19,049 shares; 2025Q2: 19,951 shares; 2025Q3: 19,051 shares; 2025Q4: 21,480 shares; 2026Q1: 21,501 shares; 2026Q2: 22,037 shares 22,037 $10.5M 0.85% +536 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,516 shares; 2024Q4: 59,118 shares; 2025Q1: 59,169 shares; 2025Q2: 59,169 shares; 2025Q3: 59,900 shares; 2025Q4: 57,629 shares; 2026Q1: 59,497 shares; 2026Q2: 76,627 shares 76,627 $10.5M 0.85% +17,130 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: 30,343 shares; 2024Q4: 29,615 shares; 2025Q1: 29,153 shares; 2025Q2: 31,814 shares; 2025Q3: 31,778 shares; 2025Q4: 31,773 shares; 2026Q1: 31,614 shares; 2026Q2: 30,516 shares 30,516 $10.5M 0.85% -1,098 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: 32,585 shares; 2024Q4: 32,550 shares; 2025Q1: 29,731 shares; 2025Q2: 28,339 shares; 2025Q3: 27,921 shares; 2025Q4: 27,817 shares; 2026Q1: 27,740 shares; 2026Q2: 27,683 shares 27,683 $10.5M 0.85% -57 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,429 shares; 2024Q4: 8,788 shares; 2025Q1: 10,758 shares; 2025Q2: 11,414 shares; 2025Q3: 11,707 shares; 2025Q4: 12,947 shares; 2026Q1: 13,670 shares; 2026Q2: 14,272 shares 14,272 $10.3M 0.83% +602 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: 29,445 shares; 2024Q4: 29,873 shares; 2025Q1: 30,721 shares; 2025Q2: 31,010 shares; 2025Q3: 30,976 shares; 2025Q4: 31,980 shares; 2026Q1: 32,227 shares; 2026Q2: 126,411 shares 126,411 $10.2M 0.82% +94,184 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: 23,850 shares; 2024Q4: 23,548 shares; 2025Q1: 22,302 shares; 2025Q2: 21,614 shares; 2025Q3: 21,275 shares; 2025Q4: 20,717 shares; 2026Q1: 20,892 shares; 2026Q2: 20,289 shares 20,289 $10.2M 0.82% -603 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,594 shares; 2024Q4: 12,672 shares; 2025Q1: 12,970 shares; 2025Q2: 13,298 shares; 2025Q3: 13,688 shares; 2025Q4: 13,771 shares; 2026Q1: 14,000 shares; 2026Q2: 13,692 shares 13,692 $9.9M 0.8% -308 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: 29,514 shares; 2024Q4: 29,518 shares; 2025Q1: 29,163 shares; 2025Q2: 30,728 shares; 2025Q3: 30,929 shares; 2025Q4: 31,398 shares; 2026Q1: 31,631 shares; 2026Q2: 26,584 shares 26,584 $9.63M 0.78% -5,047 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: 39,196 shares; 2025Q1: 42,788 shares; 2025Q2: 44,739 shares; 2025Q3: 45,607 shares; 2025Q4: 48,728 shares; 2026Q1: 52,109 shares; 2026Q2: 56,332 shares 56,332 $9.57M 0.77% +4,223 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,985 shares; 2024Q4: 301,580 shares; 2025Q1: 317,030 shares; 2025Q2: 327,382 shares; 2025Q3: 337,313 shares; 2025Q4: 353,539 shares; 2026Q1: 374,375 shares; 2026Q2: 368,607 shares 368,607 $9.23M 0.75% -5,768 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: 40,226 shares; 2024Q4: 39,410 shares; 2025Q1: 36,185 shares; 2025Q2: 36,188 shares; 2025Q3: 34,854 shares; 2025Q4: 33,618 shares; 2026Q1: 34,116 shares; 2026Q2: 34,014 shares 34,014 $9.19M 0.74% -102 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: 60,918 shares; 2024Q4: 66,700 shares; 2025Q1: 82,917 shares; 2025Q2: 89,826 shares; 2025Q3: 97,412 shares; 2025Q4: 108,863 shares; 2026Q1: 117,472 shares; 2026Q2: 128,768 shares 128,768 $9.17M 0.74% +11,296 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: 62,910 shares; 2024Q4: 59,867 shares; 2025Q1: 58,888 shares; 2025Q2: 57,221 shares; 2025Q3: 57,112 shares; 2025Q4: 55,591 shares; 2026Q1: 55,195 shares; 2026Q2: 54,641 shares 54,641 $9.06M 0.73% -554 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: 77,077 shares; 2024Q4: 75,922 shares; 2025Q1: 75,833 shares; 2025Q2: 73,894 shares; 2025Q3: 73,209 shares; 2025Q4: 74,228 shares; 2026Q1: 75,624 shares; 2026Q2: 73,094 shares 73,094 $8.59M 0.69% -2,530 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: 62,371 shares; 2024Q4: 64,814 shares; 2025Q1: 65,291 shares; 2025Q2: 65,627 shares; 2025Q3: 66,423 shares; 2025Q4: 67,751 shares; 2026Q1: 61,230 shares; 2026Q2: 58,205 shares 58,205 $8.54M 0.69% -3,025 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: 16,501 shares; 2025Q4: 19,861 shares; 2026Q1: 22,373 shares; 2026Q2: 24,560 shares 24,560 $7.32M 0.59% +2,187 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: 25,463 shares; 2024Q4: 24,107 shares; 2025Q1: 24,351 shares; 2025Q2: 25,110 shares; 2025Q3: 24,989 shares; 2025Q4: 24,449 shares; 2026Q1: 25,513 shares; 2026Q2: 27,070 shares 27,070 $6.81M 0.55% +1,557 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,641 shares; 2024Q4: 43,807 shares; 2025Q1: 42,689 shares; 2025Q2: 45,509 shares; 2025Q3: 46,884 shares; 2025Q4: 53,259 shares; 2026Q1: 59,637 shares; 2026Q2: 65,396 shares 65,396 $6.69M 0.54% +5,759 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: 8,383 shares; 2024Q4: 12,266 shares; 2025Q1: 14,952 shares; 2025Q2: 16,294 shares; 2025Q3: 18,422 shares; 2025Q4: 19,790 shares; 2026Q1: 20,347 shares; 2026Q2: 22,680 shares 22,680 $6.38M 0.52% +2,333 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: 18,595 shares; 2024Q4: 18,709 shares; 2025Q1: 16,411 shares; 2025Q2: 16,166 shares; 2025Q3: 16,509 shares; 2025Q4: 32,750 shares; 2026Q1: 32,640 shares; 2026Q2: 33,211 shares 33,211 $6.33M 0.51% +571 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: 17,319 shares; 2024Q4: 18,456 shares; 2025Q1: 18,801 shares; 2025Q2: 17,531 shares; 2025Q3: 17,723 shares; 2025Q4: 18,105 shares; 2026Q1: 18,654 shares; 2026Q2: 18,631 shares 18,631 $6.3M 0.51% -23 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: 19,238 shares; 2024Q4: 19,011 shares; 2025Q1: 19,287 shares; 2025Q2: 19,360 shares; 2025Q3: 19,916 shares; 2025Q4: 18,196 shares; 2026Q1: 17,980 shares; 2026Q2: 17,058 shares 17,058 $6.03M 0.49% -922 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: 4,493 shares; 2024Q4: 5,162 shares; 2025Q1: 6,291 shares; 2025Q2: 7,080 shares; 2025Q3: 7,365 shares; 2025Q4: 8,812 shares; 2026Q1: 9,930 shares; 2026Q2: 10,535 shares 10,535 $5.93M 0.48% +605 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: 30,866 shares; 2024Q4: 30,849 shares; 2025Q1: 30,637 shares; 2025Q2: 30,234 shares; 2025Q3: 25,831 shares; 2025Q4: 23,755 shares; 2026Q1: 23,344 shares; 2026Q2: 21,644 shares 21,644 $5.89M 0.48% -1,700 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,953 shares; 2024Q4: 43,003 shares; 2025Q1: 45,176 shares; 2025Q2: 45,874 shares; 2025Q3: 46,231 shares; 2025Q4: 48,855 shares; 2026Q1: 49,932 shares; 2026Q2: 48,784 shares 48,784 $5.74M 0.46% -1,148 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 7 shares 7 $5.24M 0.42% -1 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,161 shares; 2024Q4: 14,055 shares; 2025Q1: 15,095 shares; 2025Q2: 14,989 shares; 2025Q3: 15,065 shares; 2025Q4: 14,968 shares; 2026Q1: 15,080 shares; 2026Q2: 15,297 shares 15,297 $5.22M 0.42% +217 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,221 shares; 2024Q4: 46,551 shares; 2025Q1: 47,072 shares; 2025Q2: 45,561 shares; 2025Q3: 46,235 shares; 2025Q4: 46,174 shares; 2026Q1: 44,709 shares; 2026Q2: 89,133 shares 89,133 $5.01M 0.4% +44,424 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: 68,306 shares; 2024Q4: 66,022 shares; 2025Q1: 65,909 shares; 2025Q2: 62,295 shares; 2025Q3: 63,568 shares; 2025Q4: 59,992 shares; 2026Q1: 85,237 shares; 2026Q2: 87,207 shares 87,207 $4.97M 0.4% +1,970 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: 22,865 shares; 2024Q4: 22,840 shares; 2025Q1: 28,180 shares; 2025Q2: 25,367 shares; 2025Q3: 26,286 shares; 2025Q4: 28,103 shares; 2026Q1: 29,542 shares; 2026Q2: 33,114 shares 33,114 $4.85M 0.39% +3,572 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: 57,289 shares; 2024Q4: 55,722 shares; 2025Q1: 49,366 shares; 2025Q2: 48,103 shares; 2025Q3: 46,262 shares; 2025Q4: 38,392 shares; 2026Q1: 36,960 shares; 2026Q2: 35,474 shares 35,474 $4.56M 0.37% -1,486 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,445 shares; 2024Q4: 6,388 shares; 2025Q1: 6,279 shares; 2025Q2: 6,694 shares; 2025Q3: 6,787 shares; 2025Q4: 6,551 shares; 2026Q1: 6,474 shares; 2026Q2: 6,330 shares 6,330 $4.51M 0.37% -144 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: 63,289 shares; 2024Q4: 58,366 shares; 2025Q1: 57,732 shares; 2025Q2: 56,781 shares; 2025Q3: 56,661 shares; 2025Q4: 54,425 shares; 2026Q1: 54,575 shares; 2026Q2: 53,360 shares 53,360 $4.34M 0.35% -1,215 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,038 shares; 2024Q4: 4,568 shares; 2025Q1: 5,226 shares; 2025Q2: 5,485 shares; 2025Q3: 5,502 shares; 2025Q4: 59,612 shares; 2026Q1: 61,119 shares; 2026Q2: 60,458 shares 60,458 $4.32M 0.35% -661 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: 28,405 shares; 2024Q4: 28,405 shares; 2025Q1: 27,103 shares; 2025Q2: 25,461 shares; 2025Q3: 25,665 shares; 2025Q4: 25,191 shares; 2026Q1: 24,932 shares; 2026Q2: 23,186 shares 23,186 $4.19M 0.34% -1,746 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: 8,760 shares; 2024Q4: 8,619 shares; 2025Q1: 8,311 shares; 2025Q2: 8,134 shares; 2025Q3: 7,717 shares; 2025Q4: 7,808 shares; 2026Q1: 8,959 shares; 2026Q2: 7,107 shares 7,107 $4.13M 0.33% -1,852 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: 33,197 shares; 2024Q4: 32,412 shares; 2025Q1: 31,882 shares; 2025Q2: 33,048 shares; 2025Q3: 34,302 shares; 2025Q4: 33,344 shares; 2026Q1: 33,420 shares; 2026Q2: 32,348 shares 32,348 $4.09M 0.33% -1,072 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: 23,508 shares; 2024Q4: 23,031 shares; 2025Q1: 22,109 shares; 2025Q2: 22,258 shares; 2025Q3: 22,038 shares; 2025Q4: 21,245 shares; 2026Q1: 21,131 shares; 2026Q2: 21,401 shares 21,401 $4.06M 0.33% +270 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: 32,639 shares; 2024Q4: 32,156 shares; 2025Q1: 31,723 shares; 2025Q2: 31,006 shares; 2025Q3: 30,750 shares; 2025Q4: 29,793 shares; 2026Q1: 28,380 shares; 2026Q2: 28,347 shares 28,347 $4.06M 0.33% -33 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,390 shares; 2024Q4: 15,390 shares; 2025Q1: 15,390 shares; 2025Q2: 15,146 shares; 2025Q3: 15,943 shares; 2025Q4: 15,819 shares; 2026Q1: 15,893 shares; 2026Q2: 15,626 shares 15,626 $3.99M 0.32% -267 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,031 shares; 2024Q4: 24,236 shares; 2025Q1: 25,454 shares; 2025Q2: 24,578 shares; 2025Q3: 25,614 shares; 2025Q4: 36,919 shares; 2026Q1: 43,913 shares; 2026Q2: 51,045 shares 51,045 $3.98M 0.32% +7,132 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,987 shares; 2024Q4: 17,882 shares; 2025Q1: 19,315 shares; 2025Q2: 20,119 shares; 2025Q3: 20,350 shares; 2025Q4: 21,516 shares; 2026Q1: 22,738 shares; 2026Q2: 23,661 shares 23,661 $3.97M 0.32% +923 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: 21,902 shares; 2024Q4: 21,048 shares; 2025Q1: 19,838 shares; 2025Q2: 19,593 shares; 2025Q3: 19,505 shares; 2025Q4: 19,026 shares; 2026Q1: 18,619 shares; 2026Q2: 18,896 shares 18,896 $3.95M 0.32% +277 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: 53,189 shares; 2024Q4: 51,606 shares; 2025Q1: 51,939 shares; 2025Q2: 51,929 shares; 2025Q3: 51,145 shares; 2025Q4: 49,994 shares; 2026Q1: 47,646 shares; 2026Q2: 42,254 shares 42,254 $3.83M 0.31% -5,392 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: 36,701 shares; 2024Q4: 35,030 shares; 2025Q1: 32,798 shares; 2025Q2: 33,068 shares; 2025Q3: 32,016 shares; 2025Q4: 30,234 shares; 2026Q1: 29,551 shares; 2026Q2: 28,259 shares 28,259 $3.83M 0.31% -1,292 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,816 shares; 2024Q4: 7,612 shares; 2025Q1: 7,390 shares; 2025Q2: 7,290 shares; 2025Q3: 7,275 shares; 2025Q4: 7,272 shares; 2026Q1: 7,266 shares; 2026Q2: 7,249 shares 7,249 $3.79M 0.31% -17 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; 2024Q3: 2,511 shares; 2024Q4: 2,508 shares; 2025Q1: 2,564 shares; 2025Q2: 2,691 shares; 2025Q3: 2,957 shares; 2025Q4: 3,167 shares; 2026Q1: 3,173 shares; 2026Q2: 3,327 shares 3,327 $3.77M 0.3% +154 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: 18,561 shares; 2024Q4: 17,855 shares; 2025Q1: 17,933 shares; 2025Q2: 17,524 shares; 2025Q3: 17,258 shares; 2025Q4: 17,019 shares; 2026Q1: 16,724 shares; 2026Q2: 22,747 shares 22,747 $3.45M 0.28% +6,023 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,792 shares; 2024Q4: 11,707 shares; 2025Q1: 11,866 shares; 2025Q2: 11,702 shares; 2025Q3: 11,972 shares; 2025Q4: 11,783 shares; 2026Q1: 11,124 shares; 2026Q2: 10,631 shares 10,631 $3.35M 0.27% -493 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: 2,529 shares; 2024Q4: 3,588 shares; 2025Q1: 4,411 shares; 2025Q2: 4,771 shares; 2025Q3: 5,089 shares; 2025Q4: 5,862 shares; 2026Q1: 6,272 shares; 2026Q2: 6,747 shares 6,747 $3.31M 0.27% +475 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,027 shares; 2024Q4: 6,615 shares; 2025Q1: 6,579 shares; 2025Q2: 6,494 shares; 2025Q3: 6,422 shares; 2025Q4: 6,748 shares; 2026Q1: 6,727 shares; 2026Q2: 38,167 shares 38,167 $3.29M 0.27% +31,440 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,505 shares; 2024Q4: 6,286 shares; 2025Q1: 6,154 shares; 2025Q2: 6,275 shares; 2025Q3: 6,371 shares; 2025Q4: 5,875 shares; 2026Q1: 5,902 shares; 2026Q2: 6,394 shares 6,394 $3.26M 0.26% +492 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: 2,028 shares; 2024Q4: 1,613 shares; 2025Q1: 1,783 shares; 2025Q2: 2,103 shares; 2025Q3: 7,339 shares; 2025Q4: 8,987 shares; 2026Q1: 9,720 shares; 2026Q2: 10,798 shares 10,798 $3.22M 0.26% +1,078 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,161 shares; 2024Q4: 43,161 shares; 2025Q1: 43,161 shares; 2025Q2: 43,161 shares; 2025Q3: 47,276 shares; 2025Q4: 47,276 shares; 2026Q1: 47,276 shares; 2026Q2: 45,219 shares 45,219 $3.19M 0.26% -2,057 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,146 shares; 2024Q4: 14,233 shares; 2025Q1: 14,924 shares; 2025Q2: 14,584 shares; 2025Q3: 15,607 shares; 2025Q4: 17,389 shares; 2026Q1: 18,575 shares; 2026Q2: 18,852 shares 18,852 $3.19M 0.26% +277 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,747 shares; 2024Q4: 14,538 shares; 2025Q1: 14,363 shares; 2025Q2: 12,394 shares; 2025Q3: 12,441 shares; 2025Q4: 12,147 shares; 2026Q1: 12,068 shares; 2026Q2: 11,862 shares 11,862 $3.09M 0.25% -206 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: 13,183 shares; 2024Q4: 12,543 shares; 2025Q1: 12,417 shares; 2025Q2: 12,498 shares; 2025Q3: 12,498 shares; 2025Q4: 14,288 shares; 2026Q1: 13,018 shares; 2026Q2: 13,040 shares 13,040 $3.09M 0.25% +22 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: 12,019 shares; 2024Q4: 12,136 shares; 2025Q1: 12,419 shares; 2025Q2: 12,748 shares; 2025Q3: 13,048 shares; 2025Q4: 13,387 shares; 2026Q1: 13,399 shares; 2026Q2: 13,765 shares 13,765 $3.07M 0.25% +366 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,122 shares; 2024Q4: 19,530 shares; 2025Q1: 21,684 shares; 2025Q2: 24,055 shares; 2025Q3: 26,686 shares; 2025Q4: 29,422 shares; 2026Q1: 30,977 shares; 2026Q2: 31,311 shares 31,311 $3M 0.24% +334 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: 31,305 shares; 2024Q4: 89,531 shares; 2025Q1: 91,090 shares; 2025Q2: 89,604 shares; 2025Q3: 89,111 shares; 2025Q4: 92,078 shares; 2026Q1: 88,542 shares; 2026Q2: 92,706 shares 92,706 $2.94M 0.24% +4,164 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,610 shares; 2024Q4: 3,588 shares; 2025Q1: 3,540 shares; 2025Q2: 3,715 shares; 2025Q3: 3,667 shares; 2025Q4: 3,635 shares; 2026Q1: 3,613 shares; 2026Q2: 2,982 shares 2,982 $2.92M 0.24% -631 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,529 shares; 2024Q4: 5,029 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,276 shares; 2025Q4: 5,191 shares; 2026Q1: 5,159 shares; 2026Q2: 22,601 shares 22,601 $2.81M 0.23% +17,442 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 446 shares; 2025Q2: 1,925 shares; 2025Q3: 7,794 shares; 2025Q4: 10,879 shares; 2026Q1: 12,889 shares; 2026Q2: 13,165 shares 13,165 $2.79M 0.23% +276 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: 5,794 shares; 2024Q4: 5,594 shares; 2025Q1: 6,051 shares; 2025Q2: 6,259 shares; 2025Q3: 6,195 shares; 2025Q4: 6,326 shares; 2026Q1: 6,526 shares; 2026Q2: 7,006 shares 7,006 $2.78M 0.23% +480 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,124 shares; 2024Q4: 28,751 shares; 2025Q1: 27,619 shares; 2025Q2: 27,391 shares; 2025Q3: 26,901 shares; 2025Q4: 26,390 shares; 2026Q1: 25,675 shares; 2026Q2: 23,190 shares 23,190 $2.74M 0.22% -2,485 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: 20,285 shares; 2024Q4: 23,273 shares; 2025Q1: 26,986 shares; 2025Q2: 27,841 shares; 2025Q3: 29,369 shares; 2025Q4: 31,381 shares; 2026Q1: 33,360 shares; 2026Q2: 35,204 shares 35,204 $2.73M 0.22% +1,844 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,935 shares; 2024Q4: 3,543 shares; 2025Q1: 4,205 shares; 2025Q2: 4,144 shares; 2025Q3: 4,216 shares; 2025Q4: 5,396 shares; 2026Q1: 5,901 shares; 2026Q2: 5,853 shares 5,853 $2.69M 0.22% -48 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: 9,746 shares; 2024Q4: 9,605 shares; 2025Q1: 9,493 shares; 2025Q2: 11,173 shares; 2025Q3: 38,187 shares; 2025Q4: 46,512 shares; 2026Q1: 52,617 shares; 2026Q2: 56,332 shares 56,332 $2.68M 0.22% +3,715 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,212 shares; 2024Q4: 24,695 shares; 2025Q1: 24,326 shares; 2025Q2: 23,907 shares; 2025Q3: 23,086 shares; 2025Q4: 22,502 shares; 2026Q1: 22,386 shares; 2026Q2: 24,035 shares 24,035 $2.66M 0.22% +1,649 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: 15,846 shares; 2024Q4: 15,311 shares; 2025Q1: 15,379 shares; 2025Q2: 15,387 shares; 2025Q3: 15,404 shares; 2025Q4: 15,374 shares; 2026Q1: 14,996 shares; 2026Q2: 14,309 shares 14,309 $2.64M 0.21% -687 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 819 shares; 2025Q2: 825 shares; 2025Q3: 829 shares; 2025Q4: 830 shares; 2026Q1: 823 shares; 2026Q2: 8,276 shares 8,276 $2.5M 0.2% +7,453 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: 8,819 shares; 2024Q4: 8,431 shares; 2025Q1: 8,703 shares; 2025Q2: 8,277 shares; 2025Q3: 7,977 shares; 2025Q4: 7,354 shares; 2026Q1: 7,819 shares; 2026Q2: 11,075 shares 11,075 $2.48M 0.2% +3,256 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,143 shares 11,143 $2.46M 0.2% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,454 shares; 2024Q4: 7,906 shares; 2025Q1: 9,293 shares; 2025Q2: 10,773 shares; 2025Q3: 10,687 shares; 2025Q4: 12,630 shares; 2026Q1: 13,980 shares; 2026Q2: 14,891 shares 14,891 $2.45M 0.2% +911 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 5,082 shares; 2025Q3: 47,411 shares; 2025Q4: 72,687 shares; 2026Q1: 87,640 shares; 2026Q2: 93,977 shares 93,977 $2.38M 0.19% +6,337 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: 16,047 shares; 2024Q4: 15,347 shares; 2025Q1: 15,065 shares; 2025Q2: 15,230 shares; 2025Q3: 15,230 shares; 2025Q4: 15,065 shares; 2026Q1: 15,085 shares; 2026Q2: 14,485 shares 14,485 $2.35M 0.19% -600 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,152 shares; 2024Q4: 12,152 shares; 2025Q1: 13,054 shares; 2025Q2: 13,054 shares; 2025Q3: 13,054 shares; 2025Q4: 12,804 shares; 2026Q1: 12,754 shares; 2026Q2: 9,778 shares 9,778 $2.33M 0.19% -2,976 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: 4,547 shares; 2024Q4: 4,547 shares; 2025Q1: 4,547 shares; 2025Q2: 4,360 shares; 2025Q3: 5,028 shares; 2025Q4: 5,590 shares; 2026Q1: 5,628 shares; 2026Q2: 6,057 shares 6,057 $2.26M 0.18% +429 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: 71,085 shares; 2024Q4: 69,407 shares; 2025Q1: 68,588 shares; 2025Q2: 61,007 shares; 2025Q3: 61,230 shares; 2025Q4: 55,049 shares; 2026Q1: 56,082 shares; 2026Q2: 53,103 shares 53,103 $2.25M 0.18% -2,979 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,200 shares; 2024Q4: 30,730 shares; 2025Q1: 28,689 shares; 2025Q2: 29,089 shares; 2025Q3: 25,589 shares; 2025Q4: 27,189 shares; 2026Q1: 25,330 shares; 2026Q2: 19,776 shares 19,776 $2.13M 0.17% -5,554 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,932 shares; 2024Q4: 17,897 shares; 2025Q1: 17,685 shares; 2025Q2: 17,497 shares; 2025Q3: 18,198 shares; 2025Q4: 18,086 shares; 2026Q1: 17,985 shares; 2026Q2: 17,931 shares 17,931 $2.09M 0.17% -54 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,537 shares; 2024Q4: 8,412 shares; 2025Q1: 8,187 shares; 2025Q2: 8,138 shares; 2025Q3: 7,928 shares; 2025Q4: 7,883 shares; 2026Q1: 7,833 shares; 2026Q2: 7,428 shares 7,428 $2.09M 0.17% -405 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,578 shares; 2024Q4: 12,578 shares; 2025Q1: 12,578 shares; 2025Q2: 12,578 shares; 2025Q3: 12,578 shares; 2025Q4: 12,578 shares; 2026Q1: 12,578 shares; 2026Q2: 12,578 shares 12,578 $2.08M 0.17% 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: 7,713 shares; 2024Q4: 6,825 shares; 2025Q1: 6,851 shares; 2025Q2: 7,100 shares; 2025Q3: 7,098 shares; 2025Q4: 7,041 shares; 2026Q1: 7,041 shares; 2026Q2: 7,043 shares 7,043 $2.06M 0.17% +2 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,535 shares; 2024Q4: 15,535 shares; 2025Q1: 15,297 shares; 2025Q2: 14,647 shares; 2025Q3: 14,647 shares; 2025Q4: 14,036 shares; 2026Q1: 13,889 shares; 2026Q2: 13,889 shares 13,889 $2.05M 0.17% 0 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: 3,267 shares; 2024Q4: 2,889 shares; 2025Q1: 2,745 shares; 2025Q2: 3,108 shares; 2025Q3: 3,255 shares; 2025Q4: 3,285 shares; 2026Q1: 3,239 shares; 2026Q2: 3,119 shares 3,119 $1.98M 0.16% -120 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: 28,430 shares; 2024Q4: 27,057 shares; 2025Q1: 19,519 shares; 2025Q2: 16,642 shares; 2025Q3: 14,952 shares; 2025Q4: 14,214 shares; 2026Q1: 14,323 shares; 2026Q2: 14,123 shares 14,123 $1.97M 0.16% -200 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 14,455 shares 14,455 $1.96M 0.16% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 4,620 shares; 2025Q3: 4,920 shares; 2025Q4: 4,812 shares; 2026Q1: 4,812 shares; 2026Q2: 4,508 shares 4,508 $1.95M 0.16% -304 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,960 shares; 2024Q4: 14,768 shares; 2025Q1: 15,573 shares; 2025Q2: 15,620 shares; 2025Q3: 13,866 shares; 2025Q4: 16,765 shares; 2026Q1: 34,108 shares; 2026Q2: 25,881 shares 25,881 $1.9M 0.15% -8,227 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: 7,412 shares; 2024Q4: 7,041 shares; 2025Q1: 6,903 shares; 2025Q2: 6,693 shares; 2025Q3: 6,525 shares; 2025Q4: 6,341 shares; 2026Q1: 6,195 shares; 2026Q2: 5,996 shares 5,996 $1.89M 0.15% -199 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,987 shares; 2024Q4: 10,503 shares; 2025Q1: 10,286 shares; 2025Q2: 10,136 shares; 2025Q3: 12,151 shares; 2025Q4: 11,968 shares; 2026Q1: 11,968 shares; 2026Q2: 11,747 shares 11,747 $1.84M 0.15% -221 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,956 shares; 2024Q4: 17,046 shares; 2025Q1: 17,206 shares; 2025Q2: 16,733 shares; 2025Q3: 17,060 shares; 2025Q4: 18,576 shares; 2026Q1: 19,707 shares; 2026Q2: 18,980 shares 18,980 $1.83M 0.15% -727 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,814 shares; 2024Q4: 8,644 shares; 2025Q1: 8,744 shares; 2025Q2: 8,744 shares; 2025Q3: 8,744 shares; 2025Q4: 8,744 shares; 2026Q1: 8,346 shares; 2026Q2: 8,362 shares 8,362 $1.82M 0.15% +16 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: 11,931 shares; 2024Q4: 17,016 shares; 2025Q1: 20,891 shares; 2025Q2: 23,005 shares; 2025Q3: 24,791 shares; 2025Q4: 27,798 shares; 2026Q1: 30,660 shares; 2026Q2: 32,261 shares 32,261 $1.79M 0.14% +1,601 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,022 shares; 2024Q4: 24,482 shares; 2025Q1: 23,734 shares; 2025Q2: 23,827 shares; 2025Q3: 23,437 shares; 2025Q4: 21,856 shares; 2026Q1: 20,625 shares; 2026Q2: 18,036 shares 18,036 $1.77M 0.14% -2,589 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: 38,967 shares; 2024Q4: 37,703 shares; 2025Q1: 37,838 shares; 2025Q2: 36,629 shares; 2025Q3: 35,171 shares; 2025Q4: 33,584 shares; 2026Q1: 33,149 shares; 2026Q2: 30,189 shares 30,189 $1.74M 0.14% -2,960 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,710 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $1.72M 0.14% 0 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,130 shares; 2024Q4: 30,653 shares; 2025Q1: 30,503 shares; 2025Q2: 30,203 shares; 2025Q3: 29,690 shares; 2025Q4: 29,423 shares; 2026Q1: 29,157 shares; 2026Q2: 28,797 shares 28,797 $1.68M 0.14% -360 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: 17,841 shares; 2024Q4: 17,910 shares; 2025Q1: 18,213 shares; 2025Q2: 18,047 shares; 2025Q3: 17,003 shares; 2025Q4: 14,573 shares; 2026Q1: 13,778 shares; 2026Q2: 10,716 shares 10,716 $1.68M 0.14% -3,062 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: 18,197 shares; 2024Q4: 18,326 shares; 2025Q1: 19,292 shares; 2025Q2: 19,805 shares; 2025Q3: 20,006 shares; 2025Q4: 20,078 shares; 2026Q1: 20,348 shares; 2026Q2: 17,940 shares 17,940 $1.66M 0.13% -2,408 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: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares; 2026Q2: 1,400 shares 1,400 $1.64M 0.13% +319 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: 30,480 shares; 2024Q4: 30,030 shares; 2025Q1: 27,978 shares; 2025Q2: 27,520 shares; 2025Q3: 27,590 shares; 2025Q4: 25,515 shares; 2026Q1: 24,975 shares; 2026Q2: 22,385 shares 22,385 $1.61M 0.13% -2,590 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,618 shares; 2026Q2: 8,454 shares 8,454 $1.6M 0.13% +1,836 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: 7,671 shares; 2024Q4: 6,816 shares; 2025Q1: 6,860 shares; 2025Q2: 6,772 shares; 2025Q3: 6,542 shares; 2025Q4: 6,137 shares; 2026Q1: 5,901 shares; 2026Q2: 5,895 shares 5,895 $1.59M 0.13% -6 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,782 shares; 2024Q4: 3,782 shares; 2025Q1: 3,245 shares; 2025Q2: 3,155 shares; 2025Q3: 3,290 shares; 2025Q4: 3,213 shares; 2026Q1: 3,721 shares; 2026Q2: 4,499 shares 4,499 $1.59M 0.13% +778 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: 18,772 shares; 2024Q4: 17,361 shares; 2025Q1: 16,782 shares; 2025Q2: 14,489 shares; 2025Q3: 7,907 shares; 2025Q4: 7,043 shares; 2026Q1: 3,875 shares; 2026Q2: 3,804 shares 3,804 $1.58M 0.13% -71 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: 5,774 shares; 2024Q4: 5,769 shares; 2025Q1: 5,779 shares; 2025Q2: 6,186 shares; 2025Q3: 5,867 shares; 2025Q4: 5,637 shares; 2026Q1: 5,610 shares; 2026Q2: 5,579 shares 5,579 $1.55M 0.13% -31 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: 18,023 shares; 2024Q4: 17,918 shares; 2025Q1: 19,399 shares; 2025Q2: 19,199 shares; 2025Q3: 21,324 shares; 2025Q4: 18,169 shares; 2026Q1: 18,677 shares; 2026Q2: 18,677 shares 18,677 $1.54M 0.12% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,568 shares; 2024Q4: 12,038 shares; 2025Q1: 11,965 shares; 2025Q2: 12,665 shares; 2025Q3: 12,591 shares; 2025Q4: 12,599 shares; 2026Q1: 12,599 shares; 2026Q2: 12,569 shares 12,569 $1.5M 0.12% -30 Timeline FNWD FINWARD BANCORP More: the full row for FINWARD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,430 shares; 2024Q4: 40,430 shares; 2025Q1: 40,430 shares; 2025Q2: 40,430 shares; 2025Q3: 40,430 shares; 2025Q4: 40,430 shares; 2026Q1: 40,430 shares; 2026Q2: 40,430 shares 40,430 $1.49M 0.12% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,298 shares; 2024Q4: 15,298 shares; 2025Q1: 15,471 shares; 2025Q2: 15,271 shares; 2025Q3: 15,271 shares; 2025Q4: 15,271 shares; 2026Q1: 15,271 shares; 2026Q2: 15,271 shares 15,271 $1.48M 0.12% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 367 shares; 2025Q1: 366 shares; 2025Q2: 470 shares; 2025Q3: 458 shares; 2025Q4: 454 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $1.45M 0.12% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,030 shares; 2024Q4: 17,499 shares; 2025Q1: 15,631 shares; 2025Q2: 15,485 shares; 2025Q3: 14,494 shares; 2025Q4: 14,123 shares; 2026Q1: 13,451 shares; 2026Q2: 12,990 shares 12,990 $1.4M 0.11% -461 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: 13,920 shares; 2024Q4: 11,952 shares; 2025Q1: 12,021 shares; 2025Q2: 11,621 shares; 2025Q3: 15,251 shares; 2025Q4: 15,251 shares; 2026Q1: 15,219 shares; 2026Q2: 15,219 shares 15,219 $1.4M 0.11% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,553 shares; 2024Q4: 2,109 shares; 2025Q1: 2,070 shares; 2025Q2: 2,026 shares; 2025Q3: 2,024 shares; 2025Q4: 1,933 shares; 2026Q1: 1,930 shares; 2026Q2: 1,842 shares 1,842 $1.39M 0.11% -88 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: 4,700 shares; 2024Q4: 3,885 shares; 2025Q1: 4,000 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,600 shares 4,600 $1.38M 0.11% +100 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: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 3,357 shares; 2026Q2: 4,157 shares 4,157 $1.37M 0.11% +800 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: 5,228 shares; 2024Q4: 5,228 shares; 2025Q1: 5,228 shares; 2025Q2: 5,228 shares; 2025Q3: 5,612 shares; 2025Q4: 5,958 shares; 2026Q1: 6,028 shares; 2026Q2: 5,482 shares 5,482 $1.36M 0.11% -546 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,599 shares; 2026Q1: 15,465 shares; 2026Q2: 18,560 shares 18,560 $1.35M 0.11% +3,095 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,811 shares; 2026Q2: 16,205 shares 16,205 $1.34M 0.11% +3,394 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: 754 shares; 2024Q4: 724 shares; 2025Q1: 819 shares; 2025Q2: 1,414 shares; 2025Q3: 1,397 shares; 2025Q4: 1,418 shares; 2026Q1: 1,305 shares; 2026Q2: 1,284 shares 1,284 $1.3M 0.11% -21 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: 3,542 shares; 2024Q4: 3,494 shares; 2025Q1: 2,739 shares; 2025Q2: 2,753 shares; 2025Q3: 2,723 shares; 2025Q4: 2,613 shares; 2026Q1: 2,620 shares; 2026Q2: 2,502 shares 2,502 $1.3M 0.1% -118 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 2,066 shares; 2025Q3: 1,970 shares; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares; 2026Q2: 13,998 shares 13,998 $1.3M 0.1% +12,028 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: 15,380 shares; 2024Q4: 14,836 shares; 2025Q1: 14,128 shares; 2025Q2: 12,857 shares; 2025Q3: 13,743 shares; 2025Q4: 12,857 shares; 2026Q1: 12,043 shares; 2026Q2: 12,023 shares 12,023 $1.29M 0.1% -20 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,260 shares; 2024Q4: 10,260 shares; 2025Q1: 10,260 shares; 2025Q2: 10,260 shares; 2025Q3: 16,310 shares; 2025Q4: 16,310 shares; 2026Q1: 19,350 shares; 2026Q2: 16,404 shares 16,404 $1.26M 0.1% -2,946 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,452 shares; 2025Q1: 1,444 shares; 2025Q2: 1,501 shares; 2025Q3: 1,521 shares; 2025Q4: 1,526 shares; 2026Q1: 1,485 shares; 2026Q2: 1,257 shares 1,257 $1.21M 0.1% -228 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 1,228 shares; 2025Q4: 1,136 shares; 2026Q1: 3,593 shares; 2026Q2: 4,108 shares 4,108 $1.19M 0.1% +515 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: 2,283 shares; 2025Q1: 2,294 shares; 2025Q2: 2,233 shares; 2025Q3: 2,315 shares; 2025Q4: 2,445 shares; 2026Q1: 2,430 shares; 2026Q2: 2,336 shares 2,336 $1.19M 0.1% -94 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 20,365 shares; 2026Q1: 26,497 shares; 2026Q2: 31,473 shares 31,473 $1.16M 0.09% +4,976 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,868 shares; 2024Q4: 8,189 shares; 2025Q1: 7,889 shares; 2025Q2: 7,889 shares; 2025Q3: 7,889 shares; 2025Q4: 8,425 shares; 2026Q1: 8,425 shares; 2026Q2: 42,125 shares 42,125 $1.15M 0.09% +33,700 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,127 shares; 2024Q4: 11,942 shares; 2025Q1: 12,529 shares; 2025Q2: 12,519 shares; 2025Q3: 11,749 shares; 2025Q4: 10,891 shares; 2026Q1: 10,921 shares; 2026Q2: 11,062 shares 11,062 $1.15M 0.09% +141 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,374 shares; 2024Q4: 7,680 shares; 2025Q1: 8,578 shares; 2025Q2: 8,736 shares; 2025Q3: 5,531 shares; 2025Q4: 4,654 shares; 2026Q1: 4,152 shares; 2026Q2: 4,062 shares 4,062 $1.14M 0.09% -90 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,335 shares; 2024Q4: 5,252 shares; 2025Q1: 5,312 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $1.11M 0.09% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,027 shares; 2024Q4: 15,054 shares; 2025Q1: 17,971 shares; 2025Q2: 27,051 shares; 2025Q3: 16,871 shares; 2025Q4: 13,063 shares; 2026Q1: 12,204 shares; 2026Q2: 13,886 shares 13,886 $1.1M 0.09% +1,682 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: 60,274 shares; 2024Q4: 56,276 shares; 2025Q1: 53,905 shares; 2025Q2: 52,612 shares; 2025Q3: 50,583 shares; 2025Q4: 45,345 shares; 2026Q1: 44,984 shares; 2026Q2: 44,139 shares 44,139 $1.06M 0.09% -845 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: 1,650 shares; 2024Q4: 1,600 shares; 2025Q1: 1,628 shares; 2025Q2: 1,631 shares; 2025Q3: 1,759 shares; 2025Q4: 3,453 shares; 2026Q1: 3,440 shares; 2026Q2: 3,484 shares 3,484 $1.06M 0.09% +44 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,114 shares; 2024Q4: 3,114 shares; 2025Q1: 3,213 shares; 2025Q2: 3,213 shares; 2025Q3: 3,113 shares; 2025Q4: 2,937 shares; 2026Q1: 2,937 shares; 2026Q2: 3,000 shares 3,000 $1.03M 0.08% +63 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,013 shares; 2024Q4: 43,364 shares; 2025Q1: 42,439 shares; 2025Q2: 39,666 shares; 2025Q3: 40,166 shares; 2025Q4: 38,560 shares; 2026Q1: 38,638 shares; 2026Q2: 49,110 shares 49,110 $1.02M 0.08% +10,472 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: 1,284 shares; 2024Q4: 1,370 shares; 2025Q1: 1,511 shares; 2025Q2: 1,519 shares; 2025Q3: 1,426 shares; 2025Q4: 1,392 shares; 2026Q1: 1,451 shares; 2026Q2: 2,463 shares 2,463 $1M 0.08% +1,012 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: 15,204 shares; 2024Q4: 14,804 shares; 2025Q1: 14,625 shares; 2025Q2: 15,608 shares; 2025Q3: 15,108 shares; 2025Q4: 13,572 shares; 2026Q1: 13,497 shares; 2026Q2: 13,182 shares 13,182 $967K 0.08% -315 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477 shares; 2024Q4: 449 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 3,768 shares; 2026Q1: 3,768 shares; 2026Q2: 3,843 shares 3,843 $946K 0.08% +75 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 2,655 shares; 2025Q1: 2,635 shares; 2025Q2: 2,643 shares; 2025Q3: 2,592 shares; 2025Q4: 2,533 shares; 2026Q1: 2,281 shares; 2026Q2: 2,275 shares 2,275 $945K 0.08% -6 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 4,173 shares 4,173 $936K 0.08% +4,004 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 120 shares; 2025Q3: 969 shares; 2025Q4: 13,136 shares; 2026Q1: 16,259 shares; 2026Q2: 10,114 shares 10,114 $931K 0.08% -6,145 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,746 shares; 2024Q4: 4,878 shares; 2025Q1: 3,678 shares; 2025Q2: 3,673 shares; 2025Q3: 3,672 shares; 2025Q4: 3,565 shares; 2026Q1: 3,595 shares; 2026Q2: 3,783 shares 3,783 $919K 0.07% +188 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 4,327 shares; 2026Q2: 13,491 shares 13,491 $909K 0.07% +9,164 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: 4,436 shares; 2024Q4: 4,436 shares; 2025Q1: 4,821 shares; 2025Q2: 4,805 shares; 2025Q3: 4,494 shares; 2025Q4: 4,480 shares; 2026Q1: 4,495 shares; 2026Q2: 4,763 shares 4,763 $907K 0.07% +268 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: 8,742 shares; 2024Q4: 8,442 shares; 2025Q1: 8,467 shares; 2025Q2: 8,467 shares; 2025Q3: 8,871 shares; 2025Q4: 8,496 shares; 2026Q1: 8,496 shares; 2026Q2: 8,689 shares 8,689 $903K 0.07% +193 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: 9,936 shares; 2024Q4: 9,293 shares; 2025Q1: 10,341 shares; 2025Q2: 10,352 shares; 2025Q3: 10,487 shares; 2025Q4: 8,807 shares; 2026Q1: 11,744 shares; 2026Q2: 9,175 shares 9,175 $883K 0.07% -2,569 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: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,706 shares; 2025Q3: 4,706 shares; 2025Q4: 4,706 shares; 2026Q1: 4,706 shares; 2026Q2: 4,856 shares 4,856 $856K 0.07% +150 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: 6,539 shares; 2024Q4: 6,539 shares; 2025Q1: 6,684 shares; 2025Q2: 7,484 shares; 2025Q3: 7,531 shares; 2025Q4: 7,531 shares; 2026Q1: 7,531 shares; 2026Q2: 7,531 shares 7,531 $831K 0.07% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,049 shares; 2024Q4: 2,057 shares; 2025Q1: 2,270 shares; 2025Q2: 2,310 shares; 2025Q3: 2,805 shares; 2025Q4: 2,254 shares; 2026Q1: 2,242 shares; 2026Q2: 2,050 shares 2,050 $815K 0.07% -192 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 405 shares; 2026Q2: 407 shares 407 $810K 0.07% +2 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,976 shares; 2024Q4: 29,241 shares; 2025Q1: 30,956 shares; 2025Q2: 28,956 shares; 2025Q3: 28,406 shares; 2025Q4: 26,937 shares; 2026Q1: 26,887 shares; 2026Q2: 26,260 shares 26,260 $801K 0.06% -627 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: 11,522 shares; 2024Q4: 11,522 shares; 2025Q1: 11,522 shares; 2025Q2: 11,522 shares; 2025Q3: 15,011 shares; 2025Q4: 15,011 shares; 2026Q1: 15,011 shares; 2026Q2: 11,706 shares 11,706 $799K 0.06% -3,305 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 680 shares 680 $785K 0.06% +330 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: 6,837 shares; 2024Q4: 8,743 shares; 2025Q1: 8,741 shares; 2025Q2: 8,443 shares; 2025Q3: 7,381 shares; 2025Q4: 10,803 shares; 2026Q1: 11,353 shares; 2026Q2: 13,024 shares 13,024 $777K 0.06% +1,671 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; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 3,256 shares; 2026Q1: 8,670 shares; 2026Q2: 9,048 shares 9,048 $774K 0.06% +378 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: 1,500 shares; 2024Q4: 1,389 shares; 2025Q1: 1,383 shares; 2025Q2: 1,716 shares; 2025Q3: 1,698 shares; 2025Q4: 1,696 shares; 2026Q1: 1,701 shares; 2026Q2: 1,531 shares 1,531 $768K 0.06% -170 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,390 shares; 2024Q4: 3,735 shares; 2025Q1: 3,697 shares; 2025Q2: 3,664 shares; 2025Q3: 3,464 shares; 2025Q4: 3,394 shares; 2026Q1: 3,327 shares; 2026Q2: 3,219 shares 3,219 $767K 0.06% -108 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,657 shares; 2026Q2: 3,000 shares 3,000 $764K 0.06% +1,343 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,179 shares; 2024Q4: 13,564 shares; 2025Q1: 14,187 shares; 2025Q2: 13,699 shares; 2025Q3: 13,699 shares; 2025Q4: 13,669 shares; 2026Q1: 13,669 shares; 2026Q2: 12,544 shares 12,544 $763K 0.06% -1,125 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,606 shares; 2024Q4: 3,570 shares; 2025Q1: 3,730 shares; 2025Q2: 3,700 shares; 2025Q3: 3,736 shares; 2025Q4: 3,638 shares; 2026Q1: 3,396 shares; 2026Q2: 3,412 shares 3,412 $752K 0.06% +16 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,533 shares; 2024Q4: 48,533 shares; 2025Q1: 40,533 shares; 2025Q2: 40,533 shares; 2025Q3: 40,533 shares; 2025Q4: 61,033 shares; 2026Q1: 61,033 shares; 2026Q2: 58,030 shares 58,030 $743K 0.06% -3,003 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $728K 0.06% 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; 2024Q3: 964 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 6,060 shares 6,060 $724K 0.06% +5,310 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,927 shares; 2024Q4: 2,927 shares; 2025Q1: 2,927 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares; 2026Q2: 2,977 shares 2,977 $722K 0.06% +200 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: 13,785 shares; 2024Q4: 13,785 shares; 2025Q1: 13,785 shares; 2025Q2: 13,485 shares; 2025Q3: 13,485 shares; 2025Q4: 13,485 shares; 2026Q1: 13,485 shares; 2026Q2: 8,515 shares 8,515 $712K 0.06% -4,970 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,120 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 9,359 shares; 2026Q1: 9,108 shares; 2026Q2: 8,994 shares 8,994 $711K 0.06% -114 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,572 shares; 2024Q4: 7,281 shares; 2025Q1: 7,225 shares; 2025Q2: 7,225 shares; 2025Q3: 6,974 shares; 2025Q4: 8,061 shares; 2026Q1: 7,953 shares; 2026Q2: 7,366 shares 7,366 $710K 0.06% -587 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,585 shares; 2024Q4: 7,011 shares; 2025Q1: 5,336 shares; 2025Q2: 4,736 shares; 2025Q3: 4,047 shares; 2025Q4: 3,982 shares; 2026Q1: 3,982 shares; 2026Q2: 3,433 shares 3,433 $704K 0.06% -549 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,708 shares; 2024Q4: 15,708 shares; 2025Q1: 14,538 shares; 2025Q2: 14,538 shares; 2025Q3: 15,062 shares; 2025Q4: 15,062 shares; 2026Q1: 15,062 shares; 2026Q2: 14,800 shares 14,800 $690K 0.06% -262 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: 5,876 shares; 2024Q4: 5,726 shares; 2025Q1: 5,829 shares; 2025Q2: 5,829 shares; 2025Q3: 5,829 shares; 2025Q4: 5,497 shares; 2026Q1: 4,692 shares; 2026Q2: 4,342 shares 4,342 $686K 0.06% -350 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,047 shares; 2024Q4: 11,047 shares; 2025Q1: 13,254 shares; 2025Q2: 11,944 shares; 2025Q3: 11,689 shares; 2025Q4: 12,285 shares; 2026Q1: 12,482 shares; 2026Q2: 13,482 shares 13,482 $682K 0.06% +1,000 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,601 shares; 2024Q4: 21,183 shares; 2025Q1: 12,554 shares; 2025Q2: 12,554 shares; 2025Q3: 13,164 shares; 2025Q4: 13,014 shares; 2026Q1: 12,793 shares; 2026Q2: 12,578 shares 12,578 $674K 0.05% -215 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,324 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 3,274 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 2,987 shares; 2026Q2: 2,987 shares 2,987 $661K 0.05% 0 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: 4,580 shares; 2024Q4: 5,542 shares; 2025Q1: 3,365 shares; 2025Q2: 3,312 shares; 2025Q3: 2,836 shares; 2025Q4: 2,371 shares; 2026Q1: 1,963 shares; 2026Q2: 1,772 shares 1,772 $657K 0.05% -191 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 3,034 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares; 2025Q3: 3,064 shares; 2025Q4: 2,766 shares; 2026Q1: 3,034 shares; 2026Q2: 2,652 shares 2,652 $653K 0.05% -382 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 3,866 shares; 2025Q1: 4,608 shares; 2025Q2: 4,548 shares; 2025Q3: 4,421 shares; 2025Q4: 4,501 shares; 2026Q1: 4,426 shares; 2026Q2: 4,109 shares 4,109 $652K 0.05% -317 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,588 shares; 2024Q4: 6,962 shares; 2025Q1: 8,800 shares; 2025Q2: 9,624 shares; 2025Q3: 11,019 shares; 2025Q4: 12,444 shares; 2026Q1: 6,018 shares; 2026Q2: 5,156 shares 5,156 $650K 0.05% -862 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,197 shares; 2024Q4: 11,342 shares; 2025Q1: 10,573 shares; 2025Q2: 10,297 shares; 2025Q3: 10,059 shares; 2025Q4: 7,677 shares; 2026Q1: 6,847 shares; 2026Q2: 5,837 shares 5,837 $641K 0.05% -1,010 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 4,125 shares; 2025Q3: 4,125 shares; 2025Q4: 4,125 shares; 2026Q1: 4,160 shares; 2026Q2: 4,160 shares 4,160 $639K 0.05% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,080 shares 4,080 $631K 0.05% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,335 shares; 2026Q1: 1,345 shares; 2026Q2: 1,467 shares 1,467 $625K 0.05% +122 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,253 shares; 2024Q4: 4,253 shares; 2025Q1: 4,653 shares; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,653 shares; 2026Q1: 4,653 shares; 2026Q2: 3,748 shares 3,748 $599K 0.05% -905 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: 145 shares; 2024Q4: 145 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 438 shares 438 $596K 0.05% +227 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: 3,666 shares; 2024Q4: 3,616 shares; 2025Q1: 3,616 shares; 2025Q2: 3,616 shares; 2025Q3: 3,927 shares; 2025Q4: 3,531 shares; 2026Q1: 3,531 shares; 2026Q2: 3,531 shares 3,531 $589K 0.05% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,592 shares; 2025Q1: 1,619 shares; 2025Q2: 1,590 shares; 2025Q3: 1,618 shares; 2025Q4: 1,595 shares; 2026Q1: 1,602 shares; 2026Q2: 1,602 shares 1,602 $586K 0.05% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,689 shares; 2024Q4: 3,686 shares; 2025Q1: 3,676 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares; 2025Q4: 4,067 shares; 2026Q1: 4,067 shares; 2026Q2: 6,595 shares 6,595 $573K 0.05% +2,528 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: 1,938 shares; 2024Q4: 1,938 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,177 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares; 2026Q2: 1,551 shares 1,551 $571K 0.05% -771 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,560 shares; 2026Q1: 4,271 shares; 2026Q2: 3,470 shares 3,470 $567K 0.05% -801 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,767 shares; 2024Q4: 5,773 shares; 2025Q1: 5,773 shares; 2025Q2: 5,728 shares; 2025Q3: 5,660 shares; 2025Q4: 5,409 shares; 2026Q1: 5,283 shares; 2026Q2: 5,283 shares 5,283 $566K 0.05% 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: 14,341 shares; 2024Q4: 14,021 shares; 2025Q1: 19,906 shares; 2025Q2: 17,245 shares; 2025Q3: 17,296 shares; 2025Q4: 9,712 shares; 2026Q1: 9,712 shares; 2026Q2: 9,678 shares 9,678 $560K 0.05% -34 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,808 shares; 2024Q4: 6,537 shares; 2025Q1: 6,537 shares; 2025Q2: 13,074 shares; 2025Q3: 13,076 shares; 2025Q4: 12,526 shares; 2026Q1: 12,366 shares; 2026Q2: 11,564 shares 11,564 $555K 0.04% -802 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,117 shares; 2024Q4: 8,817 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares; 2025Q4: 7,635 shares; 2026Q1: 7,635 shares; 2026Q2: 6,002 shares 6,002 $547K 0.04% -1,633 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,656 shares; 2024Q4: 6,547 shares; 2025Q1: 6,631 shares; 2025Q2: 6,561 shares; 2025Q3: 6,650 shares; 2025Q4: 6,664 shares; 2026Q1: 6,665 shares; 2026Q2: 6,678 shares 6,678 $542K 0.04% +13 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,069 shares; 2024Q4: 7,069 shares; 2025Q1: 6,771 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,568 shares; 2026Q1: 6,223 shares; 2026Q2: 5,990 shares 5,990 $538K 0.04% -233 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,172 shares; 2024Q4: 3,866 shares; 2025Q1: 3,868 shares; 2025Q2: 4,268 shares; 2025Q3: 3,966 shares; 2025Q4: 3,961 shares; 2026Q1: 3,963 shares; 2026Q2: 3,884 shares 3,884 $531K 0.04% -79 Timeline BAB 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: 26,373 shares; 2024Q4: 21,040 shares; 2025Q1: 13,851 shares; 2025Q2: 8,562 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,722 shares; 2026Q2: 19,402 shares 19,402 $521K 0.04% +680 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,758 shares; 2024Q4: 7,213 shares; 2025Q1: 6,915 shares; 2025Q2: 6,065 shares; 2025Q3: 5,540 shares; 2025Q4: 5,512 shares; 2026Q1: 4,718 shares; 2026Q2: 4,724 shares 4,724 $517K 0.04% +6 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; 2024Q3: 5,377 shares; 2024Q4: 4,958 shares; 2025Q1: 5,240 shares; 2025Q2: 4,766 shares; 2025Q3: 4,549 shares; 2025Q4: 3,398 shares; 2026Q1: 3,313 shares; 2026Q2: 3,137 shares 3,137 $513K 0.04% -176 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,152 shares; 2024Q4: 9,047 shares; 2025Q1: 9,047 shares; 2025Q2: 9,047 shares; 2025Q3: 9,047 shares; 2025Q4: 8,862 shares; 2026Q1: 8,862 shares; 2026Q2: 8,862 shares 8,862 $511K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,258 shares; 2025Q1: 2,260 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,026 shares; 2026Q1: 2,016 shares; 2026Q2: 1,990 shares 1,990 $509K 0.04% -26 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,009 shares; 2024Q4: 5,515 shares; 2025Q1: 6,743 shares; 2025Q2: 7,245 shares; 2025Q3: 7,737 shares; 2025Q4: 8,267 shares; 2026Q1: 3,413 shares; 2026Q2: 2,222 shares 2,222 $504K 0.04% -1,191 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: 12,528 shares; 2024Q4: 10,967 shares; 2025Q1: 10,371 shares; 2025Q2: 9,877 shares; 2025Q3: 8,024 shares; 2025Q4: 5,569 shares; 2026Q1: 5,277 shares; 2026Q2: 4,028 shares 4,028 $501K 0.04% -1,249 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 6,830 shares; 2026Q1: 7,550 shares; 2026Q2: 13,290 shares 13,290 $489K 0.04% +5,740 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: 3,230 shares; 2024Q4: 3,315 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,205 shares; 2025Q4: 3,205 shares; 2026Q1: 3,205 shares; 2026Q2: 3,550 shares 3,550 $488K 0.04% +345 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,546 shares; 2024Q4: 11,970 shares; 2025Q1: 11,970 shares; 2025Q2: 11,920 shares; 2025Q3: 11,120 shares; 2025Q4: 11,120 shares; 2026Q1: 10,620 shares; 2026Q2: 9,645 shares 9,645 $484K 0.04% -975 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,969 shares; 2024Q4: 5,486 shares; 2025Q1: 5,908 shares; 2025Q2: 6,433 shares; 2025Q3: 7,668 shares; 2025Q4: 6,740 shares; 2026Q1: 6,836 shares; 2026Q2: 6,152 shares 6,152 $481K 0.04% -684 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: 3,656 shares; 2024Q4: 3,742 shares; 2025Q1: 4,002 shares; 2025Q2: 4,106 shares; 2025Q3: 4,492 shares; 2025Q4: 8,774 shares; 2026Q1: 8,774 shares; 2026Q2: 8,974 shares 8,974 $477K 0.04% +200 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,248 shares; 2024Q4: 3,248 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,248 shares; 2026Q1: 3,248 shares; 2026Q2: 3,248 shares 3,248 $476K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826 shares; 2024Q4: 1,826 shares; 2025Q1: 1,866 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,708 shares 1,708 $471K 0.04% 0 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: 4,679 shares; 2024Q4: 4,529 shares; 2025Q1: 4,439 shares; 2025Q2: 4,619 shares; 2025Q3: 3,959 shares; 2025Q4: 3,785 shares; 2026Q1: 3,440 shares; 2026Q2: 3,091 shares 3,091 $468K 0.04% -349 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,540 shares; 2024Q4: 4,740 shares; 2025Q1: 4,740 shares; 2025Q2: 4,740 shares; 2025Q3: 4,230 shares; 2025Q4: 4,040 shares; 2026Q1: 3,965 shares; 2026Q2: 3,965 shares 3,965 $465K 0.04% 0 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: 917 shares; 2024Q4: 917 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 917 shares 917 $454K 0.04% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 1,188 shares; 2025Q1: 1,212 shares; 2025Q2: 1,201 shares; 2025Q3: 1,227 shares; 2025Q4: 1,281 shares; 2026Q1: 1,348 shares; 2026Q2: 1,473 shares 1,473 $451K 0.04% +125 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 1,453 shares; 2025Q1: 1,407 shares; 2025Q2: 1,248 shares; 2025Q3: 1,311 shares; 2025Q4: 1,256 shares; 2026Q1: 1,199 shares; 2026Q2: 1,149 shares 1,149 $448K 0.04% -50 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,310 shares; 2024Q4: 4,310 shares; 2025Q1: 3,896 shares; 2025Q2: 3,855 shares; 2025Q3: 3,828 shares; 2025Q4: 3,666 shares; 2026Q1: 3,653 shares; 2026Q2: 3,633 shares 3,633 $447K 0.04% -20 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 2,967 shares; 2025Q1: 3,300 shares; 2025Q2: 4,080 shares; 2025Q3: 4,984 shares; 2025Q4: 9,420 shares; 2026Q1: 8,810 shares; 2026Q2: 8,710 shares 8,710 $443K 0.04% -100 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,160 shares; 2025Q1: 1,701 shares; 2025Q2: 1,812 shares; 2025Q3: 2,079 shares; 2025Q4: 2,779 shares; 2026Q1: 1,658 shares; 2026Q2: 1,635 shares 1,635 $438K 0.04% -23 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,595 shares; 2025Q1: 1,359 shares; 2025Q2: 5,579 shares; 2025Q3: 5,340 shares; 2025Q4: 5,426 shares; 2026Q1: 5,469 shares; 2026Q2: 2,082 shares 2,082 $418K 0.03% -3,387 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; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,390 shares 1,390 $416K 0.03% +100 Timeline TBLL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,929 shares; 2026Q2: 3,929 shares 3,929 $415K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,601 shares; 2024Q4: 3,601 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 3,601 shares; 2026Q1: 3,601 shares; 2026Q2: 3,726 shares 3,726 $406K 0.03% +125 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,749 shares; 2025Q3: 6,410 shares; 2025Q4: 6,410 shares; 2026Q1: 6,410 shares; 2026Q2: 6,698 shares 6,698 $395K 0.03% +288 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,473 shares; 2024Q4: 5,473 shares; 2025Q1: 6,333 shares; 2025Q2: 5,766 shares; 2025Q3: 5,466 shares; 2025Q4: 4,927 shares; 2026Q1: 4,846 shares; 2026Q2: 4,686 shares 4,686 $392K 0.03% -160 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,888 shares; 2024Q4: 5,310 shares; 2025Q1: 6,749 shares; 2025Q2: 6,822 shares; 2025Q3: 7,228 shares; 2025Q4: 6,826 shares; 2026Q1: 7,283 shares; 2026Q2: 7,844 shares 7,844 $391K 0.03% +561 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,941 shares; 2024Q4: 54,841 shares; 2025Q1: 46,620 shares; 2025Q2: 36,620 shares; 2025Q3: 33,087 shares; 2025Q4: 31,797 shares; 2026Q1: 31,797 shares; 2026Q2: 31,297 shares 31,297 $385K 0.03% -500 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 7,089 shares; 2025Q3: 7,089 shares; 2025Q4: 7,089 shares; 2026Q1: 7,089 shares; 2026Q2: 6,770 shares 6,770 $372K 0.03% -319 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: 633 shares; 2025Q4: 1,392 shares; 2026Q1: 1,580 shares; 2026Q2: 2,015 shares 2,015 $372K 0.03% +435 Timeline HYD 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: 19,076 shares; 2024Q4: 18,576 shares; 2025Q1: 18,076 shares; 2025Q2: 11,076 shares; 2025Q3: 10,876 shares; 2025Q4: 8,867 shares; 2026Q1: 8,867 shares; 2026Q2: 7,091 shares 7,091 $365K 0.03% -1,776 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 2,046 shares; 2025Q1: 2,187 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 2,161 shares; 2026Q1: 2,150 shares; 2026Q2: 2,032 shares 2,032 $365K 0.03% -118 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares; 2026Q1: 5,070 shares; 2026Q2: 4,453 shares 4,453 $365K 0.03% -617 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: 1,969 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares; 2025Q2: 2,024 shares; 2025Q3: 938 shares; 2025Q4: 936 shares; 2026Q1: 1,314 shares; 2026Q2: 864 shares 864 $363K 0.03% -450 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,598 shares; 2024Q4: 1,598 shares; 2025Q1: 1,503 shares; 2025Q2: 1,493 shares; 2025Q3: 1,472 shares; 2025Q4: 1,509 shares; 2026Q1: 1,472 shares; 2026Q2: 1,815 shares 1,815 $359K 0.03% +343 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,508 shares; 2024Q4: 6,500 shares; 2025Q1: 6,645 shares; 2025Q2: 6,645 shares; 2025Q3: 6,645 shares; 2025Q4: 6,477 shares; 2026Q1: 6,477 shares; 2026Q2: 6,577 shares 6,577 $357K 0.03% +100 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,186 shares; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,316 shares; 2025Q4: 1,146 shares; 2026Q1: 1,161 shares; 2026Q2: 1,079 shares 1,079 $356K 0.03% -82 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,961 shares; 2026Q2: 5,082 shares 5,082 $356K 0.03% +2,121 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 9,645 shares; 2025Q1: 9,645 shares; 2025Q2: 9,645 shares; 2025Q3: 9,645 shares; 2025Q4: 9,645 shares; 2026Q1: 9,645 shares; 2026Q2: 9,645 shares 9,645 $356K 0.03% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,740 shares; 2024Q4: 9,719 shares; 2025Q1: 8,584 shares; 2025Q2: 8,584 shares; 2025Q3: 8,434 shares; 2025Q4: 8,104 shares; 2026Q1: 7,942 shares; 2026Q2: 6,923 shares 6,923 $342K 0.03% -1,019 Timeline PFM 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: 6,148 shares; 2024Q4: 6,148 shares; 2025Q1: 6,148 shares; 2025Q2: 6,148 shares; 2025Q3: 6,148 shares; 2025Q4: 6,148 shares; 2026Q1: 6,148 shares; 2026Q2: 6,148 shares 6,148 $341K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,267 shares; 2025Q2: 3,127 shares; 2025Q3: 2,928 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,167 shares 2,167 $340K 0.03% -143 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,024 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,005 shares 5,005 $335K 0.03% +5 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares; 2026Q2: 3,672 shares 3,672 $330K 0.03% +1,392 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,195 shares; 2025Q4: 3,446 shares; 2026Q1: 3,718 shares; 2026Q2: 4,476 shares 4,476 $323K 0.03% +758 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,189 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares; 2026Q2: 2,189 shares 2,189 $320K 0.03% 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: 5,888 shares; 2024Q4: 5,809 shares; 2025Q1: 4,587 shares; 2025Q2: 4,332 shares; 2025Q3: 3,719 shares; 2025Q4: 3,087 shares; 2026Q1: 2,421 shares; 2026Q2: 1,558 shares 1,558 $319K 0.03% -863 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: 3,689 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 3,740 shares; 2026Q1: 3,740 shares; 2026Q2: 3,738 shares 3,738 $317K 0.03% -2 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares; 2026Q2: 1,940 shares 1,940 $316K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $316K 0.03% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,296 shares; 2024Q4: 2,195 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares; 2026Q2: 2,416 shares 2,416 $313K 0.03% -147 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,990 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares; 2026Q2: 1,689 shares 1,689 $313K 0.03% +103 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: 6,342 shares; 2024Q4: 6,342 shares; 2025Q1: 6,218 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 6,218 shares; 2026Q1: 6,218 shares; 2026Q2: 6,118 shares 6,118 $308K 0.02% -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; 2024Q3: 8,252 shares; 2024Q4: 8,252 shares; 2025Q1: 8,252 shares; 2025Q2: 8,251 shares; 2025Q3: 8,251 shares; 2025Q4: 8,251 shares; 2026Q1: 8,251 shares; 2026Q2: 8,271 shares 8,271 $306K 0.02% +20 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: 3,538 shares; 2025Q1: 3,690 shares; 2025Q2: 3,844 shares; 2025Q3: 3,844 shares; 2025Q4: 3,764 shares; 2026Q1: 3,764 shares; 2026Q2: 3,764 shares 3,764 $301K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,421 shares; 2025Q3: 1,427 shares; 2025Q4: 1,435 shares; 2026Q1: 1,457 shares; 2026Q2: 1,444 shares 1,444 $299K 0.02% -13 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 669 shares 669 $298K 0.02% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 1,769 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares; 2026Q2: 1,743 shares 1,743 $296K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,219 shares; 2024Q4: 2,744 shares; 2025Q1: 3,055 shares; 2025Q2: 3,555 shares; 2025Q3: 3,455 shares; 2025Q4: 2,841 shares; 2026Q1: 2,841 shares; 2026Q2: 2,841 shares 2,841 $290K 0.02% 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: 3,304 shares; 2024Q4: 3,008 shares; 2025Q1: 3,302 shares; 2025Q2: 2,544 shares; 2025Q3: 2,544 shares; 2025Q4: 2,544 shares; 2026Q1: 2,655 shares; 2026Q2: 2,014 shares 2,014 $282K 0.02% -641 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,048 shares; 2024Q4: 1,848 shares; 2025Q1: 2,098 shares; 2025Q2: 1,748 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares; 2026Q2: 1,598 shares 1,598 $280K 0.02% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,689 shares; 2024Q4: 10,689 shares; 2025Q1: 10,689 shares; 2025Q2: 10,689 shares; 2025Q3: 10,689 shares; 2025Q4: 10,689 shares; 2026Q1: 10,689 shares; 2026Q2: 10,689 shares 10,689 $277K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,197 shares; 2024Q4: 2,197 shares; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,197 shares; 2025Q4: 1,995 shares; 2026Q1: 1,974 shares; 2026Q2: 1,804 shares 1,804 $275K 0.02% -170 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,736 shares 2,736 $274K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,944 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 6,244 shares; 2025Q3: 5,919 shares; 2025Q4: 5,619 shares; 2026Q1: 5,719 shares; 2026Q2: 5,619 shares 5,619 $273K 0.02% -100 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $272K 0.02% 0 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: 5,609 shares; 2026Q1: 5,553 shares; 2026Q2: 4,497 shares 4,497 $270K 0.02% -1,056 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,303 shares; 2025Q1: 9,303 shares; 2025Q2: 9,303 shares; 2025Q3: 9,303 shares; 2025Q4: 9,303 shares; 2026Q1: 9,303 shares; 2026Q2: 9,303 shares 9,303 $270K 0.02% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $266K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $265K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,175 shares; 2024Q4: 25,175 shares; 2025Q1: 25,175 shares; 2025Q2: 25,175 shares; 2025Q3: 24,400 shares; 2025Q4: 24,400 shares; 2026Q1: 24,400 shares; 2026Q2: 24,400 shares 24,400 $263K 0.02% 0 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; 2024Q3: 1,362 shares; 2024Q4: 12,454 shares; 2025Q1: 17,071 shares; 2025Q2: 20,678 shares; 2025Q3: 9,553 shares; 2025Q4: 6,728 shares; 2026Q1: 6,190 shares; 2026Q2: 4,091 shares 4,091 $262K 0.02% -2,099 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 1,693 shares; 2025Q1: 1,468 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,368 shares; 2026Q2: 1,368 shares 1,368 $260K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,479 shares; 2024Q4: 8,025 shares; 2025Q1: 8,737 shares; 2025Q2: 6,927 shares; 2025Q3: 7,024 shares; 2025Q4: 5,924 shares; 2026Q1: 5,924 shares; 2026Q2: 5,906 shares 5,906 $260K 0.02% -18 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $251K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,937 shares; 2024Q4: 7,859 shares; 2025Q1: 5,359 shares; 2025Q2: 5,359 shares; 2025Q3: 5,359 shares; 2025Q4: 5,359 shares; 2026Q1: 5,359 shares; 2026Q2: 4,452 shares 4,452 $251K 0.02% -907 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,996 shares; 2024Q4: 2,279 shares; 2025Q1: 3,441 shares; 2025Q2: 3,250 shares; 2025Q3: 4,050 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares; 2026Q2: 5,500 shares 5,500 $249K 0.02% -150 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares 621 $247K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares; 2026Q2: 2,985 shares 2,985 $246K 0.02% -161 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,606 shares; 2025Q4: 3,606 shares; 2026Q1: 3,606 shares; 2026Q2: 3,471 shares 3,471 $243K 0.02% -135 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: 25 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 305 shares; 2026Q1: 285 shares; 2026Q2: 315 shares 315 $240K 0.02% +30 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,538 shares; 2024Q4: 1,680 shares; 2025Q1: 1,944 shares; 2025Q2: 1,998 shares; 2025Q3: 1,935 shares; 2025Q4: 2,458 shares; 2026Q1: 1,522 shares; 2026Q2: 1,044 shares 1,044 $240K 0.02% -478 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $239K 0.02% 0 Timeline SPHD 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: 4,553 shares; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 4,553 shares; 2026Q1: 4,553 shares; 2026Q2: 4,553 shares 4,553 $231K 0.02% 0 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: 420 shares; 2024Q4: 440 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 498 shares; 2025Q4: 743 shares; 2026Q1: 700 shares; 2026Q2: 1,018 shares 1,018 $231K 0.02% +318 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: 3,364 shares; 2024Q4: 3,217 shares; 2025Q1: 3,094 shares; 2025Q2: 3,043 shares; 2025Q3: 3,008 shares; 2025Q4: 2,704 shares; 2026Q1: 1,881 shares; 2026Q2: 675 shares 675 $228K 0.02% -1,206 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,517 shares; 2024Q4: 19,517 shares; 2025Q1: 19,517 shares; 2025Q2: 19,517 shares; 2025Q3: 19,517 shares; 2025Q4: 19,517 shares; 2026Q1: 19,517 shares; 2026Q2: 19,517 shares 19,517 $226K 0.02% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,200 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $225K 0.02% 0 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; 2024Q3: 892 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 1,145 shares 1,145 $224K 0.02% +253 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 5,130 shares; 2026Q1: 5,130 shares; 2026Q2: 4,134 shares 4,134 $223K 0.02% -996 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,480 shares; 2024Q4: 5,480 shares; 2025Q1: 5,480 shares; 2025Q2: 5,480 shares; 2025Q3: 5,480 shares; 2025Q4: 5,480 shares; 2026Q1: 5,480 shares; 2026Q2: 5,480 shares 5,480 $223K 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: 987 shares; 2024Q4: 987 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 853 shares 853 $223K 0.02% -27 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares; 2026Q2: 1,906 shares 1,906 $219K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 750 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 1,023 shares; 2026Q2: 908 shares 908 $216K 0.02% -115 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,694 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 2,759 shares; 2026Q1: 2,562 shares; 2026Q2: 2,516 shares 2,516 $213K 0.02% -46 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,766 shares; 2024Q4: 14,704 shares; 2025Q1: 16,759 shares; 2025Q2: 18,284 shares; 2025Q3: 19,581 shares; 2025Q4: 26,669 shares; 2026Q1: 14,165 shares; 2026Q2: 5,421 shares 5,421 $211K 0.02% -8,744 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 1,802 shares; 2026Q1: 1,708 shares; 2026Q2: 1,784 shares 1,784 $209K 0.02% +76 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 480 shares 480 $207K 0.02% +140 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: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares; 2026Q2: 1,263 shares 1,263 $205K 0.02% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,340 shares; 2024Q4: 5,058 shares; 2025Q1: 4,089 shares; 2025Q2: 2,491 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,944 shares; 2026Q2: 6,109 shares 6,109 $204K 0.02% +165 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,267 shares; 2024Q4: 4,267 shares; 2025Q1: 4,267 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares; 2026Q1: 11,241 shares; 2026Q2: 11,241 shares 11,241 $199K 0.02% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 825 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 908 shares 908 $199K 0.02% +103 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: 4,208 shares; 2024Q4: 4,208 shares; 2025Q1: 4,270 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 4,445 shares; 2026Q2: 3,905 shares 3,905 $192K 0.02% -540 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 1,350 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares; 2026Q2: 1,587 shares 1,587 $188K 0.02% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares; 2026Q1: 2,120 shares; 2026Q2: 2,120 shares 2,120 $188K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 958 shares; 2026Q1: 933 shares; 2026Q2: 858 shares 858 $186K 0.02% -75 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026 shares; 2024Q4: 1,971 shares; 2025Q1: 1,936 shares; 2025Q2: 1,921 shares; 2025Q3: 1,664 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares; 2026Q2: 1,422 shares 1,422 $186K 0.02% +8 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 559 shares; 2025Q1: 545 shares; 2025Q2: 640 shares; 2025Q3: 739 shares; 2025Q4: 936 shares; 2026Q1: 645 shares; 2026Q2: 331 shares 331 $186K 0.02% -314 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 783 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: 733 shares; 2026Q2: 733 shares 733 $185K 0.01% 0 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: 4,337 shares; 2024Q4: 4,199 shares; 2025Q1: 2,944 shares; 2025Q2: 3,933 shares; 2025Q3: 4,033 shares; 2025Q4: 2,833 shares; 2026Q1: 2,774 shares; 2026Q2: 2,569 shares 2,569 $184K 0.01% -205 Timeline RFG 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares 2,850 $184K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares 2,720 $182K 0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,627 shares; 2024Q4: 5,408 shares; 2025Q1: 5,856 shares; 2025Q2: 5,918 shares; 2025Q3: 3,292 shares; 2025Q4: 2,096 shares; 2026Q1: 1,519 shares; 2026Q2: 965 shares 965 $182K 0.01% -554 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,670 shares; 2024Q4: not reported; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 735 shares 735 $178K 0.01% +377 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $177K 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: 2,894 shares; 2024Q4: 2,944 shares; 2025Q1: 2,104 shares; 2025Q2: 1,969 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares; 2026Q2: 1,917 shares 1,917 $173K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373 shares; 2024Q4: 323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $171K 0.01% 0 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $171K 0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 30 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 543 shares 543 $170K 0.01% +143 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,174 shares; 2024Q4: 4,437 shares; 2025Q1: 14,774 shares; 2025Q2: 4,174 shares; 2025Q3: 4,174 shares; 2025Q4: 5,942 shares; 2026Q1: 7,433 shares; 2026Q2: 6,807 shares 6,807 $163K 0.01% -626 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,130 shares; 2024Q4: 4,376 shares; 2025Q1: 334 shares; 2025Q2: 405 shares; 2025Q3: 582 shares; 2025Q4: 6,627 shares; 2026Q1: 6,684 shares; 2026Q2: 1,876 shares 1,876 $162K 0.01% -4,808 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares; 2026Q2: 1,059 shares 1,059 $161K 0.01% -189 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: 1,576 shares; 2024Q4: 1,592 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 2,529 shares; 2025Q4: 2,179 shares; 2026Q1: 2,129 shares; 2026Q2: 2,129 shares 2,129 $161K 0.01% 0 Timeline MBB 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: 1,760 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 1,698 shares; 2026Q1: 1,698 shares; 2026Q2: 1,698 shares 1,698 $160K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 2,793 shares; 2025Q1: 3,595 shares; 2025Q2: 4,920 shares; 2025Q3: 5,080 shares; 2025Q4: 6,839 shares; 2026Q1: 9,940 shares; 2026Q2: 3,752 shares 3,752 $160K 0.01% -6,188 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: 4,137 shares; 2024Q4: 3,457 shares; 2025Q1: 3,257 shares; 2025Q2: 3,257 shares; 2025Q3: 2,857 shares; 2025Q4: 2,724 shares; 2026Q1: 1,763 shares; 2026Q2: 2,603 shares 2,603 $157K 0.01% +840 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,119 shares; 2024Q4: 898 shares; 2025Q1: 1,144 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares; 2026Q2: 1,224 shares 1,224 $155K 0.01% +131 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,419 shares; 2024Q4: 2,065 shares; 2025Q1: 1,870 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 1,851 shares; 2026Q2: 1,851 shares 1,851 $153K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749 shares; 2024Q4: 649 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 1,313 shares; 2025Q4: 1,099 shares; 2026Q1: 1,135 shares; 2026Q2: 1,060 shares 1,060 $153K 0.01% -75 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,132 shares; 2024Q4: 5,132 shares; 2025Q1: 5,132 shares; 2025Q2: 5,132 shares; 2025Q3: 5,132 shares; 2025Q4: 5,132 shares; 2026Q1: 5,132 shares; 2026Q2: 5,132 shares 5,132 $147K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,668 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,123 shares; 2025Q3: 3,139 shares; 2025Q4: 2,883 shares; 2026Q1: 2,883 shares; 2026Q2: 4,284 shares 4,284 $145K 0.01% +1,401 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 1,081 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,210 shares; 2026Q2: 2,710 shares 2,710 $145K 0.01% -500 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $144K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 1,335 shares; 2025Q1: 1,528 shares; 2025Q2: 1,816 shares; 2025Q3: 1,243 shares; 2025Q4: 686 shares; 2026Q1: 669 shares; 2026Q2: 454 shares 454 $144K 0.01% -215 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 1,938 shares; 2025Q1: 2,242 shares; 2025Q2: 2,472 shares; 2025Q3: 2,275 shares; 2025Q4: 1,611 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares 1,735 $144K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 441 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $140K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares; 2026Q2: 990 shares 990 $139K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,523 shares; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares; 2026Q2: 3,827 shares 3,827 $138K 0.01% +150 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares; 2026Q2: 1,547 shares 1,547 $138K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,206 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares; 2026Q2: 2,206 shares 2,206 $138K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 615 shares 615 $138K 0.01% +600 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: 3,254 shares; 2024Q4: 3,142 shares; 2025Q1: 3,686 shares; 2025Q2: 3,377 shares; 2025Q3: 5,325 shares; 2025Q4: 8,684 shares; 2026Q1: 5,150 shares; 2026Q2: 3,336 shares 3,336 $137K 0.01% -1,814 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 849 shares; 2025Q4: 848 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $137K 0.01% 0 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 993 shares 993 $136K 0.01% +900 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: 1,910 shares; 2024Q4: 1,910 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 $131K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,546 shares; 2024Q4: 4,546 shares; 2025Q1: 4,546 shares; 2025Q2: 5,546 shares; 2025Q3: 5,546 shares; 2025Q4: 5,546 shares; 2026Q1: 5,546 shares; 2026Q2: 3,416 shares 3,416 $130K 0.01% -2,130 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $130K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,178 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $130K 0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares; 2026Q2: 1,870 shares 1,870 $129K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,242 shares; 2024Q4: 13,242 shares; 2025Q1: 13,242 shares; 2025Q2: 8,242 shares; 2025Q3: 8,242 shares; 2025Q4: 7,702 shares; 2026Q1: 6,835 shares; 2026Q2: 5,316 shares 5,316 $127K 0.01% -1,519 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $127K 0.01% 0 Timeline CMF 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: 2,150 shares; 2026Q2: 2,150 shares 2,150 $124K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $123K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 1,130 shares 1,130 $122K 0.01% +464 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: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $122K 0.01% 0 Timeline GNR 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 3,601 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $121K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,605 shares; 2024Q4: 1,605 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares; 2026Q2: 1,555 shares 1,555 $119K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 300 shares 300 $118K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 853 shares; 2025Q2: 735 shares; 2025Q3: 1,817 shares; 2025Q4: 1,014 shares; 2026Q1: 1,045 shares; 2026Q2: 873 shares 873 $118K 0.01% -172 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,755 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 776 shares 776 $118K 0.01% -912 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,416 shares; 2024Q4: 5,416 shares; 2025Q1: 4,154 shares; 2025Q2: 2,954 shares; 2025Q3: 2,760 shares; 2025Q4: 2,410 shares; 2026Q1: 1,977 shares; 2026Q2: 1,023 shares 1,023 $116K 0.01% -954 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,764 shares 2,764 $112K 0.01% new 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: 750 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 400 shares; 2025Q4: 520 shares; 2026Q1: 400 shares; 2026Q2: 950 shares 950 $111K 0.01% +550 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,600 shares; 2024Q4: 17,756 shares; 2025Q1: 14,486 shares; 2025Q2: 4,329 shares; 2025Q3: 5,517 shares; 2025Q4: 5,289 shares; 2026Q1: 5,289 shares; 2026Q2: 4,500 shares 4,500 $110K 0.01% -789 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 1,901 shares; 2026Q1: 1,901 shares; 2026Q2: 1,411 shares 1,411 $110K 0.01% -490 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 2,188 shares; 2026Q1: 2,296 shares; 2026Q2: 3,419 shares 3,419 $109K 0.01% +1,123 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 1,935 shares 1,935 $109K 0.01% +1,300 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 320 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $108K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,550 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,425 shares 1,425 $108K 0.01% +125 Timeline ESGV 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $106K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares 1,095 $106K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 4,243 shares; 2025Q1: 3,300 shares; 2025Q2: 3,440 shares; 2025Q3: 3,212 shares; 2025Q4: 2,790 shares; 2026Q1: 2,649 shares; 2026Q2: 2,473 shares 2,473 $105K 0.01% -176 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,970 shares; 2026Q1: 6,970 shares; 2026Q2: 3,485 shares 3,485 $105K 0.01% -3,485 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 2,350 shares; 2025Q2: 864 shares; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares; 2026Q1: 2,731 shares; 2026Q2: 1,798 shares 1,798 $105K 0.01% -933 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,214 shares; 2024Q4: 2,214 shares; 2025Q1: 2,457 shares; 2025Q2: 3,457 shares; 2025Q3: 3,345 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,688 shares 1,688 $105K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 1,549 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares; 2026Q2: 1,249 shares 1,249 $103K 0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares; 2026Q2: 3,009 shares 3,009 $100K 0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 3,045 shares 3,045 $99.2K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 10 shares; 2026Q2: 50 shares 50 $99.1K 0.01% +40 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 346 shares; 2026Q2: 346 shares 346 $98.8K 0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,534 shares; 2025Q2: 2,349 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,210 shares; 2026Q2: 1,748 shares 1,748 $98.5K 0.01% -462 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,245 shares; 2026Q2: 8,245 shares 8,245 $98.1K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,901 shares; 2024Q4: 7,901 shares; 2025Q1: 4,229 shares; 2025Q2: 4,229 shares; 2025Q3: 4,229 shares; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares; 2026Q2: 4,229 shares 4,229 $96.3K 0.01% 0 Timeline PEY 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: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares; 2026Q1: 4,130 shares; 2026Q2: 4,130 shares 4,130 $95.7K 0.01% 0 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 731 shares; 2025Q1: 583 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares; 2026Q2: 544 shares 544 $95.3K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 600 shares 600 $95K 0.01% -60 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares; 2026Q2: 3,060 shares 3,060 $94.4K 0.01% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares; 2026Q2: 1,754 shares 1,754 $94.3K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,254 shares; 2024Q4: 4,254 shares; 2025Q1: 5,410 shares; 2025Q2: 5,936 shares; 2025Q3: 6,770 shares; 2025Q4: 6,994 shares; 2026Q1: 6,706 shares; 2026Q2: 4,281 shares 4,281 $93.9K 0.01% -2,425 Timeline AOK ISHARES TR More: the full row for ISHARES TR 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: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $93.3K 0.01% 0 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $92.9K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 150 shares 150 $92.5K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,812 shares; 2024Q4: 14,858 shares; 2025Q1: 14,858 shares; 2025Q2: 14,858 shares; 2025Q3: 13,358 shares; 2025Q4: 9,362 shares; 2026Q1: 9,362 shares; 2026Q2: 3,623 shares 3,623 $92.2K 0.01% -5,739 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,455 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares; 2026Q1: 5,455 shares; 2026Q2: 3,455 shares 3,455 $92.1K 0.01% -2,000 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,015 shares; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 4,146 shares; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares; 2026Q1: 3,470 shares; 2026Q2: 3,470 shares 3,470 $91.6K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $91K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $88.9K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 180 shares 180 $88.3K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares; 2026Q2: 661 shares 661 $87.6K 0.01% -481 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 113 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,349 shares 1,349 $86.5K 0.01% +223 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; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 237 shares 237 $85.4K 0.01% +101 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,798 shares; 2024Q4: 2,548 shares; 2025Q1: 2,548 shares; 2025Q2: 2,548 shares; 2025Q3: 2,548 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares; 2026Q2: 2,325 shares 2,325 $84.5K 0.01% -73 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,126 shares 1,126 $83.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,509 shares; 2026Q1: 2,509 shares; 2026Q2: 2,509 shares 2,509 $83.5K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $83.2K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 662 shares; 2025Q1: 654 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 383 shares; 2026Q1: 383 shares; 2026Q2: 383 shares 383 $82.8K 0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 198 shares 198 $82.4K 0.01% +30 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: 610 shares; 2024Q4: 610 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $81.9K 0.01% 0 Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $81.9K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,644 shares; 2024Q4: 3,611 shares; 2025Q1: 3,499 shares; 2025Q2: 3,499 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares; 2026Q1: 3,030 shares; 2026Q2: 2,980 shares 2,980 $81.5K 0.01% -50 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 5,844 shares; 2025Q1: 5,844 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 2,922 shares; 2026Q1: 2,922 shares; 2026Q2: 2,922 shares 2,922 $80.9K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares; 2026Q2: 865 shares 865 $80.8K 0.01% -329 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,654 shares 1,654 $80.5K 0.01% +22 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 782 shares; 2024Q4: 164 shares; 2025Q1: 181 shares; 2025Q2: 254 shares; 2025Q3: 284 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 233 shares 233 $79.4K 0.01% +39 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares; 2026Q2: 2,235 shares 2,235 $77.8K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,168 shares; 2026Q1: 1,214 shares; 2026Q2: 874 shares 874 $77.4K 0.01% -340 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 750 shares 750 $76.1K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,878 shares; 2024Q4: 4,878 shares; 2025Q1: 4,878 shares; 2025Q2: 4,878 shares; 2025Q3: 4,878 shares; 2025Q4: 6,473 shares; 2026Q1: 6,473 shares; 2026Q2: 6,473 shares 6,473 $76K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $74.9K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 762 shares; 2026Q2: 1,524 shares 1,524 $72.5K 0.01% +762 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares; 2026Q2: 188 shares 188 $70.5K 0.01% -77 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 359 shares; 2026Q1: 2,534 shares; 2026Q2: 5,000 shares 5,000 $69.5K 0.01% +2,466 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $69.5K 0.01% 0 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $69.4K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $68.8K 0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 900 shares 900 $68.5K 0.01% +100 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 1,344 shares; 2025Q4: 1,344 shares; 2026Q1: 1,344 shares; 2026Q2: 672 shares 672 $68.5K 0.01% -672 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 884 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $68.2K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 200 shares 200 $67K 0.01% +100 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $66.2K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,749 shares; 2024Q4: 6,749 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,749 shares; 2026Q1: 6,749 shares; 2026Q2: 6,749 shares 6,749 $66.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $65.6K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 274 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $65.5K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $64.5K 0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 300 shares 300 $64K 0.01% -200 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,507 shares; 2024Q4: 32,203 shares; 2025Q1: 39,209 shares; 2025Q2: 41,692 shares; 2025Q3: 41,156 shares; 2025Q4: 30,186 shares; 2026Q1: 3,696 shares; 2026Q2: 1,858 shares 1,858 $63.2K 0.01% -1,838 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,153 shares; 2026Q2: 1,153 shares 1,153 $63K 0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 75 shares 75 $63K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 560 shares; 2026Q1: 545 shares; 2026Q2: 515 shares 515 $62.5K 0.01% -30 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares 621 $62K 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: 259 shares; 2024Q4: 314 shares; 2025Q1: 440 shares; 2025Q2: 492 shares; 2025Q3: 535 shares; 2025Q4: 3,004 shares; 2026Q1: 1,788 shares; 2026Q2: 614 shares 614 $61K <0.01% -1,174 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares; 2025Q3: 1,829 shares; 2025Q4: 1,829 shares; 2026Q1: 1,829 shares; 2026Q2: 1,829 shares 1,829 $60.8K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $60.8K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $60.6K <0.01% 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; 2024Q3: 890 shares; 2024Q4: 755 shares; 2025Q1: 840 shares; 2025Q2: 690 shares; 2025Q3: 670 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 633 shares 633 $60.4K <0.01% -2 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: 1,387 shares; 2025Q1: 1,096 shares; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $60.2K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 1,525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $59.1K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $59K <0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,452 shares; 2024Q4: 3,452 shares; 2025Q1: 3,452 shares; 2025Q2: 3,452 shares; 2025Q3: 3,452 shares; 2025Q4: 3,452 shares; 2026Q1: 3,452 shares; 2026Q2: 3,452 shares 3,452 $57.6K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares; 2026Q2: 895 shares 895 $57.4K <0.01% -218 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 1,020 shares; 2026Q2: 1,150 shares 1,150 $57.3K <0.01% +130 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: 1,383 shares; 2026Q1: 686 shares; 2026Q2: 1,161 shares 1,161 $57.2K <0.01% +475 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $56.8K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 436 shares; 2026Q2: 237 shares 237 $56.3K <0.01% -199 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares; 2026Q2: 587 shares 587 $55.6K <0.01% -164 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $55.4K <0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 655 shares 655 $54.6K <0.01% -5 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 2,835 shares; 2025Q1: 2,613 shares; 2025Q2: 2,190 shares; 2025Q3: 1,983 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 676 shares 676 $54.3K <0.01% -132 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 1,117 shares; 2025Q1: 732 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $54.1K <0.01% 0 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: 413 shares; 2024Q4: 413 shares; 2025Q1: 830 shares; 2025Q2: 630 shares; 2025Q3: 879 shares; 2025Q4: 630 shares; 2026Q1: 580 shares; 2026Q2: 517 shares 517 $53.5K <0.01% -63 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 572 shares; 2026Q2: 644 shares 644 $53.2K <0.01% +72 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 296 shares 296 $52.9K <0.01% +43 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,013 shares; 2024Q4: 1,163 shares; 2025Q1: 1,053 shares; 2025Q2: 1,238 shares; 2025Q3: 1,270 shares; 2025Q4: 956 shares; 2026Q1: 993 shares; 2026Q2: 794 shares 794 $52.3K <0.01% -199 Timeline WELLS FARGO & CO 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: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $52.1K <0.01% 0 IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 376 shares 376 $51.4K <0.01% +71 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $51.3K <0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $50.8K <0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $50.7K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $49.4K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 155 shares 155 $49.3K <0.01% -105 Timeline