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: 13,647 shares; 2024Q4: 13,772 shares; 2025Q1: 13,827 shares; 2025Q2: 14,232 shares; 2025Q3: 14,602 shares; 2025Q4: 14,212 shares; 2026Q1: 10,972 shares; 2026Q2: 8,192 shares 8,192 $5.92M 3.23% -2,780 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,603 shares; 2024Q4: 19,425 shares; 2025Q1: 19,075 shares; 2025Q2: 18,463 shares; 2025Q3: 18,495 shares; 2025Q4: 17,822 shares; 2026Q1: 17,385 shares; 2026Q2: 17,032 shares 17,032 $4.93M 2.69% -353 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: 8,420 shares; 2024Q4: 8,958 shares; 2025Q1: 9,682 shares; 2025Q2: 10,739 shares; 2025Q3: 11,038 shares; 2025Q4: 11,531 shares; 2026Q1: 12,354 shares; 2026Q2: 13,226 shares 13,226 $4.89M 2.67% +872 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: 18,178 shares; 2024Q4: 17,563 shares; 2025Q1: 17,953 shares; 2025Q2: 14,788 shares; 2025Q3: 13,333 shares; 2025Q4: 12,198 shares; 2026Q1: 11,943 shares; 2026Q2: 11,614 shares 11,614 $4.15M 2.26% -329 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,273 shares; 2024Q4: 19,278 shares; 2025Q1: 18,046 shares; 2025Q2: 17,346 shares; 2025Q3: 16,131 shares; 2025Q4: 15,811 shares; 2026Q1: 12,451 shares; 2026Q2: 10,716 shares 10,716 $4.13M 2.25% -1,735 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: 17,711 shares; 2024Q4: 17,753 shares; 2025Q1: 17,508 shares; 2025Q2: 17,323 shares; 2025Q3: 17,258 shares; 2025Q4: 17,078 shares; 2026Q1: 17,198 shares; 2026Q2: 16,687 shares 16,687 $3.98M 2.17% -511 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: 67,317 shares; 2024Q4: 65,550 shares; 2025Q1: 67,400 shares; 2025Q2: 68,100 shares; 2025Q3: 67,665 shares; 2025Q4: 67,405 shares; 2026Q1: 65,981 shares; 2026Q2: 65,150 shares 65,150 $3.94M 2.15% -831 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: 7,164 shares; 2024Q4: 7,099 shares; 2025Q1: 6,904 shares; 2025Q2: 6,884 shares; 2025Q3: 6,659 shares; 2025Q4: 6,117 shares; 2026Q1: 5,939 shares; 2026Q2: 5,444 shares 5,444 $3.88M 2.12% -495 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: 10,631 shares; 2024Q4: 10,531 shares; 2025Q1: 10,415 shares; 2025Q2: 10,357 shares; 2025Q3: 10,090 shares; 2025Q4: 9,858 shares; 2026Q1: 10,182 shares; 2026Q2: 10,319 shares 10,319 $3.85M 2.1% +137 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: 6,415 shares; 2024Q4: 6,115 shares; 2025Q1: 6,120 shares; 2025Q2: 5,580 shares; 2025Q3: 5,576 shares; 2025Q4: 5,216 shares; 2026Q1: 4,288 shares; 2026Q2: 3,595 shares 3,595 $3.83M 2.09% -693 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: 40,248 shares; 2024Q4: 40,608 shares; 2025Q1: 39,648 shares; 2025Q2: 37,798 shares; 2025Q3: 37,444 shares; 2025Q4: 36,759 shares; 2026Q1: 35,929 shares; 2026Q2: 31,673 shares 31,673 $3.72M 2.03% -4,256 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: 37,255 shares; 2024Q4: 37,365 shares; 2025Q1: 37,385 shares; 2025Q2: 35,950 shares; 2025Q3: 35,585 shares; 2025Q4: 34,155 shares; 2026Q1: 33,900 shares; 2026Q2: 34,445 shares 34,445 $3.18M 1.73% +545 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: 22,310 shares; 2024Q4: 22,595 shares; 2025Q1: 22,235 shares; 2025Q2: 21,755 shares; 2025Q3: 21,205 shares; 2025Q4: 21,055 shares; 2026Q1: 20,510 shares; 2026Q2: 20,060 shares 20,060 $3.14M 1.72% -450 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,923 shares; 2024Q4: 14,573 shares; 2025Q1: 14,213 shares; 2025Q2: 12,130 shares; 2025Q3: 12,115 shares; 2025Q4: 12,203 shares; 2026Q1: 12,163 shares; 2026Q2: 12,028 shares 12,028 $2.8M 1.53% -135 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: 9,776 shares; 2024Q4: 9,601 shares; 2025Q1: 9,382 shares; 2025Q2: 8,871 shares; 2025Q3: 8,586 shares; 2025Q4: 8,576 shares; 2026Q1: 8,434 shares; 2026Q2: 8,201 shares 8,201 $2.71M 1.48% -233 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,184 shares; 2024Q4: 21,397 shares; 2025Q1: 21,300 shares; 2025Q2: 20,485 shares; 2025Q3: 20,270 shares; 2025Q4: 22,045 shares; 2026Q1: 21,848 shares; 2026Q2: 21,548 shares 21,548 $2.59M 1.41% -300 Timeline QLYS QUALYS INC More: the full row for QUALYS 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: 11,895 shares; 2026Q2: 17,300 shares 17,300 $2.38M 1.3% +5,405 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: 9,907 shares; 2024Q4: 10,142 shares; 2025Q1: 10,162 shares; 2025Q2: 9,687 shares; 2025Q3: 9,607 shares; 2025Q4: 9,487 shares; 2026Q1: 9,477 shares; 2026Q2: 9,319 shares 9,319 $2.37M 1.29% -158 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,892 shares; 2024Q4: 7,862 shares; 2025Q1: 7,732 shares; 2025Q2: 7,667 shares; 2025Q3: 7,612 shares; 2025Q4: 7,522 shares; 2026Q1: 7,562 shares; 2026Q2: 7,402 shares 7,402 $2.29M 1.25% -160 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: 4,387 shares; 2024Q4: 4,412 shares; 2025Q1: 4,546 shares; 2025Q2: 4,671 shares; 2025Q3: 4,685 shares; 2025Q4: 7,230 shares; 2026Q1: 8,335 shares; 2026Q2: 8,662 shares 8,662 $2.28M 1.24% +327 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: 24,050 shares; 2024Q4: 25,555 shares; 2025Q1: 26,630 shares; 2025Q2: 27,240 shares; 2025Q3: 26,865 shares; 2025Q4: 26,270 shares; 2026Q1: 26,040 shares; 2026Q2: 24,950 shares 24,950 $2.28M 1.24% -1,090 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,882 shares; 2024Q4: 15,987 shares; 2025Q1: 16,187 shares; 2025Q2: 16,127 shares; 2025Q3: 14,230 shares; 2025Q4: 12,395 shares; 2026Q1: 12,275 shares; 2026Q2: 12,040 shares 12,040 $2.27M 1.24% -235 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: 11,253 shares; 2024Q4: 11,213 shares; 2025Q1: 10,918 shares; 2025Q2: 10,643 shares; 2025Q3: 10,608 shares; 2025Q4: 10,313 shares; 2026Q1: 10,233 shares; 2026Q2: 9,908 shares 9,908 $2.22M 1.21% -325 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,419 shares; 2024Q4: 7,469 shares; 2025Q1: 7,479 shares; 2025Q2: 7,662 shares; 2025Q3: 7,812 shares; 2025Q4: 7,984 shares; 2026Q1: 8,049 shares; 2026Q2: 7,994 shares 7,994 $2.15M 1.17% -55 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: 10,385 shares; 2024Q4: 10,465 shares; 2025Q1: 10,535 shares; 2025Q2: 9,498 shares; 2025Q3: 9,558 shares; 2025Q4: 9,998 shares; 2026Q1: 9,923 shares; 2026Q2: 9,538 shares 9,538 $2.12M 1.16% -385 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,580 shares; 2024Q4: 20,205 shares; 2025Q1: 25,625 shares; 2025Q2: 26,100 shares; 2025Q3: 26,555 shares; 2025Q4: 27,230 shares; 2026Q1: 26,415 shares; 2026Q2: 23,415 shares 23,415 $2.12M 1.16% -3,000 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: 21,884 shares; 2024Q4: 22,024 shares; 2025Q1: 22,059 shares; 2025Q2: 22,154 shares; 2025Q3: 22,369 shares; 2025Q4: 21,994 shares; 2026Q1: 23,384 shares; 2026Q2: 26,244 shares 26,244 $2.05M 1.12% +2,860 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,245 shares; 2024Q4: 10,726 shares; 2025Q1: 10,563 shares; 2025Q2: 9,588 shares; 2025Q3: 9,568 shares; 2025Q4: 9,363 shares; 2026Q1: 9,318 shares; 2026Q2: 9,263 shares 9,263 $2.03M 1.11% -55 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: 10,404 shares; 2024Q4: 10,429 shares; 2025Q1: 10,429 shares; 2025Q2: 10,434 shares; 2025Q3: 10,626 shares; 2025Q4: 10,659 shares; 2026Q1: 10,734 shares; 2026Q2: 10,789 shares 10,789 $1.99M 1.09% +55 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: 13,153 shares; 2024Q4: 13,443 shares; 2025Q1: 13,693 shares; 2025Q2: 12,983 shares; 2025Q3: 13,812 shares; 2025Q4: 13,977 shares; 2026Q1: 13,937 shares; 2026Q2: 13,823 shares 13,823 $1.98M 1.08% -114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,475 shares 9,475 $1.94M 1.06% new 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: 13,562 shares; 2024Q4: 13,672 shares; 2025Q1: 13,751 shares; 2025Q2: 13,701 shares; 2025Q3: 13,766 shares; 2025Q4: 13,941 shares; 2026Q1: 13,951 shares; 2026Q2: 15,571 shares 15,571 $1.92M 1.05% +1,620 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,670 shares; 2024Q4: 23,825 shares; 2025Q1: 25,420 shares; 2025Q2: 25,045 shares; 2025Q3: 25,985 shares; 2025Q4: 26,490 shares; 2026Q1: 34,730 shares; 2026Q2: 44,255 shares 44,255 $1.91M 1.04% +9,525 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,645 shares; 2025Q1: 15,092 shares; 2025Q2: 16,237 shares; 2025Q3: 17,887 shares; 2025Q4: 17,087 shares; 2026Q1: 16,187 shares; 2026Q2: 15,182 shares 15,182 $1.79M 0.98% -1,005 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 2,682 shares; 2025Q4: 2,665 shares; 2026Q1: 2,945 shares; 2026Q2: 2,875 shares 2,875 $1.77M 0.96% -70 Timeline FPX 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: 6,066 shares; 2024Q4: 6,066 shares; 2025Q1: 6,771 shares; 2025Q2: 6,791 shares; 2025Q3: 7,031 shares; 2025Q4: 7,271 shares; 2026Q1: 8,006 shares; 2026Q2: 8,552 shares 8,552 $1.76M 0.96% +546 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: 62,761 shares; 2024Q4: 61,686 shares; 2025Q1: 61,286 shares; 2025Q2: 60,161 shares; 2025Q3: 60,111 shares; 2025Q4: 61,311 shares; 2026Q1: 58,586 shares; 2026Q2: 54,536 shares 54,536 $1.74M 0.95% -4,050 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,700 shares; 2024Q4: 11,480 shares; 2025Q1: 11,925 shares; 2025Q2: 12,215 shares; 2025Q3: 12,745 shares; 2025Q4: 13,715 shares; 2026Q1: 12,105 shares; 2026Q2: 12,125 shares 12,125 $1.74M 0.95% +20 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: 15,247 shares; 2024Q4: 15,097 shares; 2025Q1: 14,883 shares; 2025Q2: 13,788 shares; 2025Q3: 10,855 shares; 2025Q4: 10,851 shares; 2026Q1: 10,981 shares; 2026Q2: 11,796 shares 11,796 $1.73M 0.94% +815 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 8,980 shares; 2025Q3: 8,797 shares; 2025Q4: 8,884 shares; 2026Q1: 8,814 shares; 2026Q2: 8,869 shares 8,869 $1.73M 0.94% +55 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: 4,635 shares; 2024Q4: 4,322 shares; 2025Q1: 3,326 shares; 2025Q2: 3,204 shares; 2025Q3: 3,070 shares; 2025Q4: 3,115 shares; 2026Q1: 3,110 shares; 2026Q2: 3,057 shares 3,057 $1.72M 0.94% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,009 shares; 2026Q1: 56,535 shares; 2026Q2: 67,641 shares 67,641 $1.66M 0.91% +11,106 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: 35,319 shares; 2024Q4: 35,469 shares; 2025Q1: 34,369 shares; 2025Q2: 34,544 shares; 2025Q3: 36,663 shares; 2025Q4: 37,088 shares; 2026Q1: 37,773 shares; 2026Q2: 38,343 shares 38,343 $1.64M 0.89% +570 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,060 shares; 2024Q4: 29,060 shares; 2025Q1: 28,710 shares; 2025Q2: 26,080 shares; 2025Q3: 26,210 shares; 2025Q4: 26,335 shares; 2026Q1: 26,360 shares; 2026Q2: 26,065 shares 26,065 $1.64M 0.89% -295 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: 59,909 shares; 2024Q4: 63,144 shares; 2025Q1: 64,409 shares; 2025Q2: 63,369 shares; 2025Q3: 64,749 shares; 2025Q4: 63,224 shares; 2026Q1: 63,549 shares; 2026Q2: 67,874 shares 67,874 $1.63M 0.89% +4,325 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,235 shares; 2025Q3: 13,190 shares; 2025Q4: 13,065 shares; 2026Q1: 13,480 shares; 2026Q2: 13,205 shares 13,205 $1.62M 0.89% -275 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,782 shares; 2024Q4: 24,512 shares; 2025Q1: 24,687 shares; 2025Q2: 24,617 shares; 2025Q3: 24,742 shares; 2025Q4: 24,207 shares; 2026Q1: 25,227 shares; 2026Q2: 41,647 shares 41,647 $1.61M 0.88% +16,420 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,732 shares 38,732 $1.6M 0.87% new 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: 7,501 shares; 2024Q4: 7,486 shares; 2025Q1: 5,896 shares; 2025Q2: 5,001 shares; 2025Q3: 5,006 shares; 2025Q4: 5,156 shares; 2026Q1: 5,151 shares; 2026Q2: 5,066 shares 5,066 $1.59M 0.87% -85 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,200 shares; 2024Q4: 15,135 shares; 2025Q1: 15,635 shares; 2025Q2: 15,585 shares; 2025Q3: 15,470 shares; 2025Q4: 15,715 shares; 2026Q1: 15,470 shares; 2026Q2: 15,085 shares 15,085 $1.57M 0.86% -385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,979 shares; 2026Q2: 27,494 shares 27,494 $1.57M 0.85% +1,515 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,014 shares; 2024Q4: 10,014 shares; 2025Q1: 10,084 shares; 2025Q2: 10,219 shares; 2025Q3: 10,959 shares; 2025Q4: 11,599 shares; 2026Q1: 11,614 shares; 2026Q2: 16,969 shares 16,969 $1.54M 0.84% +5,355 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: 3,322 shares; 2024Q4: 3,307 shares; 2025Q1: 3,307 shares; 2025Q2: 3,359 shares; 2025Q3: 3,359 shares; 2025Q4: 3,409 shares; 2026Q1: 3,839 shares; 2026Q2: 4,347 shares 4,347 $1.53M 0.84% +508 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,915 shares; 2026Q1: 13,575 shares; 2026Q2: 21,265 shares 21,265 $1.53M 0.83% +7,690 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: 17,925 shares; 2024Q4: 18,225 shares; 2025Q1: 18,325 shares; 2025Q2: 18,325 shares; 2025Q3: 23,218 shares; 2025Q4: 29,533 shares; 2026Q1: 26,593 shares; 2026Q2: 26,203 shares 26,203 $1.52M 0.83% -390 Timeline CBT CABOT CORP More: the full row for CABOT 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: 12,235 shares; 2025Q4: 13,475 shares; 2026Q1: 17,050 shares; 2026Q2: 16,685 shares 16,685 $1.52M 0.83% -365 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 22,735 shares; 2026Q2: 26,465 shares 26,465 $1.51M 0.83% +3,730 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,340 shares 72,340 $1.5M 0.82% new 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: not reported; 2024Q4: not reported; 2025Q1: 10,620 shares; 2025Q2: 13,576 shares; 2025Q3: 15,461 shares; 2025Q4: 14,606 shares; 2026Q1: 13,891 shares; 2026Q2: 13,851 shares 13,851 $1.49M 0.81% -40 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,805 shares; 2024Q4: 22,845 shares; 2025Q1: 22,930 shares; 2025Q2: 22,040 shares; 2025Q3: 22,580 shares; 2025Q4: 22,565 shares; 2026Q1: 22,605 shares; 2026Q2: 22,305 shares 22,305 $1.48M 0.81% -300 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 16,010 shares; 2025Q4: 16,675 shares; 2026Q1: 15,650 shares; 2026Q2: 16,085 shares 16,085 $1.48M 0.8% +435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,910 shares; 2026Q1: 25,914 shares; 2026Q2: 30,059 shares 30,059 $1.47M 0.8% +4,145 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,555 shares; 2024Q4: 15,315 shares; 2025Q1: 15,396 shares; 2025Q2: 15,356 shares; 2025Q3: 16,032 shares; 2025Q4: 17,177 shares; 2026Q1: 17,677 shares; 2026Q2: 17,614 shares 17,614 $1.47M 0.8% -63 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,405 shares; 2025Q1: 15,910 shares; 2025Q2: 17,315 shares; 2025Q3: 15,620 shares; 2025Q4: 15,440 shares; 2026Q1: 15,270 shares; 2026Q2: 15,440 shares 15,440 $1.45M 0.79% +170 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: 57,170 shares; 2024Q4: 56,770 shares; 2025Q1: 56,770 shares; 2025Q2: 54,970 shares; 2025Q3: 56,230 shares; 2025Q4: 57,130 shares; 2026Q1: 57,255 shares; 2026Q2: 56,755 shares 56,755 $1.44M 0.78% -500 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,325 shares; 2024Q4: 9,310 shares; 2025Q1: 9,275 shares; 2025Q2: 8,975 shares; 2025Q3: 8,980 shares; 2025Q4: 10,090 shares; 2026Q1: 10,995 shares; 2026Q2: 11,765 shares 11,765 $1.43M 0.78% +770 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY 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: 14,075 shares; 2026Q2: 16,530 shares 16,530 $1.43M 0.78% +2,455 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,288 shares; 2024Q4: 10,373 shares; 2025Q1: 10,473 shares; 2025Q2: 10,353 shares; 2025Q3: 10,543 shares; 2025Q4: 10,723 shares; 2026Q1: 10,698 shares; 2026Q2: 11,728 shares 11,728 $1.41M 0.77% +1,030 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: 17,243 shares; 2024Q4: 17,543 shares; 2025Q1: 17,793 shares; 2025Q2: 17,718 shares; 2025Q3: 18,433 shares; 2025Q4: 19,158 shares; 2026Q1: 19,343 shares; 2026Q2: 19,033 shares 19,033 $1.4M 0.76% -310 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,184 shares; 2024Q4: 34,774 shares; 2025Q1: 31,670 shares; 2025Q2: 30,670 shares; 2025Q3: 30,855 shares; 2025Q4: 30,405 shares; 2026Q1: 7,450 shares; 2026Q2: 20,631 shares 20,631 $1.3M 0.71% +13,181 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: 8,157 shares; 2024Q4: 8,182 shares; 2025Q1: 8,322 shares; 2025Q2: 8,177 shares; 2025Q3: 8,135 shares; 2025Q4: 8,478 shares; 2026Q1: 7,931 shares; 2026Q2: 7,808 shares 7,808 $1.29M 0.71% -123 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,695 shares; 2025Q2: 13,665 shares; 2025Q3: 16,160 shares; 2025Q4: 16,625 shares; 2026Q1: 17,035 shares; 2026Q2: 17,275 shares 17,275 $1.28M 0.7% +240 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,354 shares; 2024Q4: 7,799 shares; 2025Q1: 7,839 shares; 2025Q2: 7,549 shares; 2025Q3: 7,121 shares; 2025Q4: 8,082 shares; 2026Q1: 8,987 shares; 2026Q2: 10,031 shares 10,031 $1.26M 0.69% +1,044 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,901 shares; 2025Q3: 2,413 shares; 2025Q4: 3,954 shares; 2026Q1: 4,084 shares; 2026Q2: 4,294 shares 4,294 $1.26M 0.69% +210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,517 shares; 2026Q2: 14,469 shares 14,469 $1.21M 0.66% +952 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,875 shares; 2025Q2: 5,230 shares; 2025Q3: 4,858 shares; 2025Q4: 4,838 shares; 2026Q1: 4,663 shares; 2026Q2: 4,318 shares 4,318 $1.21M 0.66% -345 Timeline YELP YELP INC More: the full row for YELP 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: 46,505 shares; 2025Q4: 44,500 shares; 2026Q1: 41,100 shares; 2026Q2: 46,965 shares 46,965 $1.15M 0.63% +5,865 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: 2,510 shares; 2024Q4: 2,495 shares; 2025Q1: 2,410 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,060 shares; 2026Q1: 2,225 shares; 2026Q2: 2,290 shares 2,290 $1.15M 0.63% +65 Timeline DOLE DOLE PLC More: the full row for DOLE 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: 78,575 shares; 2026Q2: 83,175 shares 83,175 $1.14M 0.62% +4,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,405 shares 2,405 $1.1M 0.6% new 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: 15,100 shares; 2024Q4: 14,420 shares; 2025Q1: 14,420 shares; 2025Q2: 14,407 shares; 2025Q3: 12,747 shares; 2025Q4: 12,747 shares; 2026Q1: 12,747 shares; 2026Q2: 12,747 shares 12,747 $1.05M 0.57% 0 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: 3,478 shares; 2024Q4: 3,458 shares; 2025Q1: 3,283 shares; 2025Q2: 3,283 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 2,691 shares; 2026Q2: 2,631 shares 2,631 $861K 0.47% -60 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: 3,957 shares; 2024Q4: 4,012 shares; 2025Q1: 3,977 shares; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 3,767 shares; 2026Q2: 3,902 shares 3,902 $860K 0.47% +135 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: 22,626 shares; 2024Q4: 22,626 shares; 2025Q1: 22,566 shares; 2025Q2: 22,566 shares; 2025Q3: 22,226 shares; 2025Q4: 22,826 shares; 2026Q1: 22,826 shares; 2026Q2: 22,826 shares 22,826 $839K 0.46% 0 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: 2,080 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 1,955 shares; 2025Q3: 1,988 shares; 2025Q4: 1,983 shares; 2026Q1: 1,828 shares; 2026Q2: 1,828 shares 1,828 $779K 0.42% 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: 46,600 shares; 2024Q4: 47,125 shares; 2025Q1: 25,320 shares; 2025Q2: 29,715 shares; 2025Q3: 23,480 shares; 2025Q4: 33,510 shares; 2026Q1: 31,410 shares; 2026Q2: 31,710 shares 31,710 $759K 0.41% +300 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.41% 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: 26,967 shares; 2024Q4: 27,747 shares; 2025Q1: 27,872 shares; 2025Q2: 22,487 shares; 2025Q3: 22,227 shares; 2025Q4: 11,562 shares; 2026Q1: 12,262 shares; 2026Q2: 12,622 shares 12,622 $711K 0.39% +360 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,838 shares; 2024Q4: 14,805 shares; 2025Q1: 14,885 shares; 2025Q2: 14,924 shares; 2025Q3: 14,924 shares; 2025Q4: 14,924 shares; 2026Q1: 15,574 shares; 2026Q2: 16,190 shares 16,190 $564K 0.31% +616 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: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 6,204 shares 6,204 $534K 0.29% +5,170 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: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 7,400 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,725 shares; 2026Q1: 8,670 shares; 2026Q2: 8,470 shares 8,470 $515K 0.28% -200 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: 9,708 shares; 2024Q4: 11,198 shares; 2025Q1: 13,462 shares; 2025Q2: 14,922 shares; 2025Q3: 7,591 shares; 2025Q4: 7,528 shares; 2026Q1: 8,508 shares; 2026Q2: 10,219 shares 10,219 $515K 0.28% +1,711 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $491K 0.27% new 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: 647 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 622 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $453K 0.25% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,040 shares; 2025Q1: 5,770 shares; 2025Q2: 6,193 shares; 2025Q3: 6,844 shares; 2025Q4: 7,207 shares; 2026Q1: 7,359 shares; 2026Q2: 8,988 shares 8,988 $450K 0.25% +1,629 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: 6,950 shares; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 6,142 shares; 2025Q3: 5,642 shares; 2025Q4: 5,642 shares; 2026Q1: 5,398 shares; 2026Q2: 3,300 shares 3,300 $436K 0.24% -2,098 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: 842 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $429K 0.23% 0 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: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,924 shares; 2026Q2: 2,924 shares 2,924 $400K 0.22% 0 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares; 2026Q2: 2,760 shares 2,760 $349K 0.19% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,473 shares; 2025Q4: 1,484 shares; 2026Q1: 1,551 shares; 2026Q2: 1,561 shares 1,561 $340K 0.19% +10 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: not reported; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 2,600 shares; 2026Q1: 2,250 shares; 2026Q2: 2,050 shares 2,050 $324K 0.18% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 454 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 419 shares 419 $314K 0.17% -10 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: 6,266 shares; 2024Q4: 12,464 shares; 2025Q1: 12,464 shares; 2025Q2: 12,464 shares; 2025Q3: 8,618 shares; 2025Q4: 8,618 shares; 2026Q1: 8,618 shares; 2026Q2: 8,618 shares 8,618 $311K 0.17% 0 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: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,314 shares 1,314 $280K 0.15% 0 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: 3,720 shares; 2024Q4: 3,720 shares; 2025Q1: 3,720 shares; 2025Q2: 3,542 shares; 2025Q3: 3,476 shares; 2025Q4: 3,326 shares; 2026Q1: 3,326 shares; 2026Q2: 3,226 shares 3,226 $262K 0.14% -100 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: 1,095 shares; 2024Q4: 1,085 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 988 shares; 2026Q2: 988 shares 988 $235K 0.13% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 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 $233K 0.13% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,266 shares; 2024Q4: 81,626 shares; 2025Q1: 83,481 shares; 2025Q2: 99,381 shares; 2025Q3: 102,931 shares; 2025Q4: 99,600 shares; 2026Q1: 11,130 shares; 2026Q2: 10,930 shares 10,930 $232K 0.13% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 793 shares; 2026Q1: 758 shares; 2026Q2: 583 shares 583 $215K 0.12% -175 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: 2,386 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,302 shares; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares; 2026Q1: 2,274 shares; 2026Q2: 2,274 shares 2,274 $206K 0.11% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,350 shares; 2025Q1: 27,002 shares; 2025Q2: 26,290 shares; 2025Q3: 26,167 shares; 2025Q4: 24,124 shares; 2026Q1: 23,130 shares; 2026Q2: 1,233 shares 1,233 $205K 0.11% -21,897 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $204K 0.11% 0 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: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: not reported; 2026Q1: 230 shares; 2026Q2: 215 shares 215 $201K 0.11% -15 Timeline