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: 76,793 shares; 2024Q4: 75,030 shares; 2025Q1: 74,411 shares; 2025Q2: 74,147 shares; 2025Q3: 73,634 shares; 2025Q4: 71,990 shares; 2026Q1: 71,314 shares; 2026Q2: 71,402 shares 71,402 $25.9M 8.53% +88 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: 55,229 shares; 2024Q4: 54,526 shares; 2025Q1: 63,577 shares; 2025Q2: 63,409 shares; 2025Q3: 62,268 shares; 2025Q4: 59,822 shares; 2026Q1: 58,605 shares; 2026Q2: 58,236 shares 58,236 $16.9M 5.55% -369 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: 22,026 shares; 2024Q4: 21,617 shares; 2025Q1: 22,367 shares; 2025Q2: 21,969 shares; 2025Q3: 21,872 shares; 2025Q4: 23,373 shares; 2026Q1: 23,306 shares; 2026Q2: 23,433 shares 23,433 $11.7M 3.86% +127 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: 35,726 shares; 2024Q4: 35,660 shares; 2025Q1: 35,396 shares; 2025Q2: 35,147 shares; 2025Q3: 34,804 shares; 2025Q4: 34,131 shares; 2026Q1: 33,972 shares; 2026Q2: 33,718 shares 33,718 $11M 3.64% -254 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: 29,205 shares; 2024Q4: 27,040 shares; 2025Q1: 26,904 shares; 2025Q2: 26,740 shares; 2025Q3: 26,080 shares; 2025Q4: 25,496 shares; 2026Q1: 25,608 shares; 2026Q2: 28,594 shares 28,594 $10.7M 3.51% +2,986 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: 39,693 shares; 2024Q4: 38,972 shares; 2025Q1: 38,788 shares; 2025Q2: 38,233 shares; 2025Q3: 38,166 shares; 2025Q4: 37,944 shares; 2026Q1: 37,425 shares; 2026Q2: 37,287 shares 37,287 $9.47M 3.12% -138 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: 17,513 shares; 2024Q4: 18,293 shares; 2025Q1: 18,462 shares; 2025Q2: 19,521 shares; 2025Q3: 19,454 shares; 2025Q4: 19,095 shares; 2026Q1: 19,029 shares; 2026Q2: 18,845 shares 18,845 $6.73M 2.22% -184 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: 48,138 shares; 2024Q4: 50,042 shares; 2025Q1: 50,427 shares; 2025Q2: 51,859 shares; 2025Q3: 51,998 shares; 2025Q4: 53,074 shares; 2026Q1: 51,737 shares; 2026Q2: 52,387 shares 52,387 $6.73M 2.22% +650 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: 15,784 shares; 2024Q4: 19,239 shares; 2025Q1: 22,014 shares; 2025Q2: 21,758 shares; 2025Q3: 21,638 shares; 2025Q4: 24,700 shares; 2026Q1: 27,623 shares; 2026Q2: 31,472 shares 31,472 $6.7M 2.21% +3,849 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: 67,017 shares; 2024Q4: 58,237 shares; 2025Q1: 54,874 shares; 2025Q2: 53,600 shares; 2025Q3: 51,019 shares; 2025Q4: 49,349 shares; 2026Q1: 48,443 shares; 2026Q2: 46,446 shares 46,446 $6.49M 2.14% -1,997 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: 8,953 shares; 2024Q4: 8,858 shares; 2025Q1: 8,511 shares; 2025Q2: 8,326 shares; 2025Q3: 7,916 shares; 2025Q4: 7,939 shares; 2026Q1: 7,970 shares; 2026Q2: 8,785 shares 8,785 $4.95M 1.63% +815 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: 43,223 shares; 2024Q4: 43,838 shares; 2025Q1: 44,225 shares; 2025Q2: 44,183 shares; 2025Q3: 42,357 shares; 2025Q4: 42,053 shares; 2026Q1: 42,064 shares; 2026Q2: 41,635 shares 41,635 $4.89M 1.61% -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: 101,332 shares; 2024Q4: 99,796 shares; 2025Q1: 100,254 shares; 2025Q2: 99,765 shares; 2025Q3: 100,506 shares; 2025Q4: 105,503 shares; 2026Q1: 104,134 shares; 2026Q2: 107,412 shares 107,412 $4.55M 1.5% +3,278 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,266 shares; 2024Q4: 13,138 shares; 2025Q1: 13,067 shares; 2025Q2: 12,920 shares; 2025Q3: 12,771 shares; 2025Q4: 12,669 shares; 2026Q1: 12,709 shares; 2026Q2: 12,753 shares 12,753 $4.38M 1.44% +44 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: 43,800 shares; 2024Q4: 41,860 shares; 2025Q1: 41,990 shares; 2025Q2: 40,826 shares; 2025Q3: 40,154 shares; 2025Q4: 39,249 shares; 2026Q1: 39,013 shares; 2026Q2: 38,887 shares 38,887 $4.02M 1.33% -126 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: 25,731 shares; 2024Q4: 25,763 shares; 2025Q1: 25,094 shares; 2025Q2: 25,056 shares; 2025Q3: 24,974 shares; 2025Q4: 24,953 shares; 2026Q1: 25,500 shares; 2026Q2: 27,262 shares 27,262 $4M 1.32% +1,762 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: 4,691 shares; 2024Q4: 4,454 shares; 2025Q1: 4,415 shares; 2025Q2: 4,306 shares; 2025Q3: 4,298 shares; 2025Q4: 4,273 shares; 2026Q1: 4,229 shares; 2026Q2: 3,919 shares 3,919 $3.96M 1.31% -310 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: 14,011 shares; 2024Q4: 13,955 shares; 2025Q1: 13,839 shares; 2025Q2: 13,602 shares; 2025Q3: 13,612 shares; 2025Q4: 13,539 shares; 2026Q1: 13,642 shares; 2026Q2: 13,592 shares 13,592 $3.82M 1.26% -50 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: 162,378 shares; 2024Q4: 153,636 shares; 2025Q1: 151,279 shares; 2025Q2: 150,047 shares; 2025Q3: 145,668 shares; 2025Q4: 150,880 shares; 2026Q1: 151,843 shares; 2026Q2: 155,777 shares 155,777 $3.75M 1.24% +3,934 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: 18,919 shares; 2024Q4: 18,529 shares; 2025Q1: 17,549 shares; 2025Q2: 18,486 shares; 2025Q3: 17,918 shares; 2025Q4: 18,276 shares; 2026Q1: 18,093 shares; 2026Q2: 17,908 shares 17,908 $3.58M 1.18% -185 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: 13,852 shares; 2024Q4: 13,755 shares; 2025Q1: 13,736 shares; 2025Q2: 13,701 shares; 2025Q3: 13,725 shares; 2025Q4: 13,449 shares; 2026Q1: 13,479 shares; 2026Q2: 13,505 shares 13,505 $3.4M 1.12% +26 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: 153,145 shares; 2024Q4: 153,075 shares; 2025Q1: 152,131 shares; 2025Q2: 148,642 shares; 2025Q3: 150,080 shares; 2025Q4: 153,939 shares; 2026Q1: 153,807 shares; 2026Q2: 161,225 shares 161,225 $3.34M 1.1% +7,418 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: 14,373 shares; 2024Q4: 14,293 shares; 2025Q1: 14,133 shares; 2025Q2: 14,081 shares; 2025Q3: 13,973 shares; 2025Q4: 13,405 shares; 2026Q1: 13,410 shares; 2026Q2: 13,472 shares 13,472 $3.21M 1.06% +62 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: 18,381 shares; 2024Q4: 18,205 shares; 2025Q1: 18,095 shares; 2025Q2: 18,110 shares; 2025Q3: 18,339 shares; 2025Q4: 19,108 shares; 2026Q1: 18,757 shares; 2026Q2: 18,969 shares 18,969 $3.14M 1.04% +212 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: 48,558 shares; 2024Q4: 47,527 shares; 2025Q1: 48,175 shares; 2025Q2: 48,340 shares; 2025Q3: 48,137 shares; 2025Q4: 49,284 shares; 2026Q1: 50,504 shares; 2026Q2: 50,449 shares 50,449 $2.87M 0.95% -55 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: 23,394 shares; 2024Q4: 23,242 shares; 2025Q1: 22,901 shares; 2025Q2: 22,119 shares; 2025Q3: 21,985 shares; 2025Q4: 21,572 shares; 2026Q1: 21,447 shares; 2026Q2: 21,349 shares 21,349 $2.7M 0.89% -98 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: 15,903 shares; 2024Q4: 16,209 shares; 2025Q1: 16,498 shares; 2025Q2: 17,564 shares; 2025Q3: 18,306 shares; 2025Q4: 19,772 shares; 2026Q1: 19,736 shares; 2026Q2: 19,885 shares 19,885 $2.69M 0.89% +149 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: 15,236 shares; 2024Q4: 14,452 shares; 2025Q1: 14,358 shares; 2025Q2: 14,076 shares; 2025Q3: 13,786 shares; 2025Q4: 13,473 shares; 2026Q1: 13,496 shares; 2026Q2: 13,116 shares 13,116 $2.49M 0.82% -380 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: 7,467 shares; 2024Q4: 7,407 shares; 2025Q1: 7,358 shares; 2025Q2: 7,221 shares; 2025Q3: 6,852 shares; 2025Q4: 6,557 shares; 2026Q1: 6,654 shares; 2026Q2: 6,513 shares 6,513 $2.46M 0.81% -141 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: 6,475 shares; 2024Q4: 6,646 shares; 2025Q1: 6,887 shares; 2025Q2: 6,901 shares; 2025Q3: 6,846 shares; 2025Q4: 6,660 shares; 2026Q1: 6,585 shares; 2026Q2: 6,665 shares 6,665 $2.46M 0.81% +80 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: 29,251 shares; 2024Q4: 29,412 shares; 2025Q1: 30,734 shares; 2025Q2: 30,704 shares; 2025Q3: 30,843 shares; 2025Q4: 30,857 shares; 2026Q1: 31,264 shares; 2026Q2: 30,201 shares 30,201 $2.45M 0.81% -1,063 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: 3,722 shares; 2024Q4: 3,706 shares; 2025Q1: 3,379 shares; 2025Q2: 3,262 shares; 2025Q3: 3,233 shares; 2025Q4: 32,138 shares; 2026Q1: 32,292 shares; 2026Q2: 33,621 shares 33,621 $2.4M 0.79% +1,329 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: 1,941 shares; 2024Q4: 2,185 shares; 2025Q1: 2,856 shares; 2025Q2: 3,574 shares; 2025Q3: 3,993 shares; 2025Q4: 5,565 shares; 2026Q1: 8,605 shares; 2026Q2: 9,953 shares 9,953 $2.36M 0.78% +1,348 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: 78,379 shares; 2024Q4: 76,789 shares; 2025Q1: 76,164 shares; 2025Q2: 73,614 shares; 2025Q3: 73,489 shares; 2025Q4: 72,888 shares; 2026Q1: 72,783 shares; 2026Q2: 72,818 shares 72,818 $2.33M 0.77% +35 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: 6,406 shares; 2024Q4: 6,407 shares; 2025Q1: 6,407 shares; 2025Q2: 6,407 shares; 2025Q3: 6,408 shares; 2025Q4: 6,411 shares; 2026Q1: 6,411 shares; 2026Q2: 6,407 shares 6,407 $2.32M 0.76% -4 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: 8,419 shares; 2024Q4: 8,232 shares; 2025Q1: 8,217 shares; 2025Q2: 7,725 shares; 2025Q3: 7,436 shares; 2025Q4: 7,367 shares; 2026Q1: 7,302 shares; 2026Q2: 7,286 shares 7,286 $2.28M 0.75% -16 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: 13,936 shares; 2024Q4: 12,766 shares; 2025Q1: 12,527 shares; 2025Q2: 12,592 shares; 2025Q3: 12,352 shares; 2025Q4: 12,191 shares; 2026Q1: 11,906 shares; 2026Q2: 10,799 shares 10,799 $2.26M 0.74% -1,107 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,236 shares; 2024Q4: 2,562 shares; 2025Q1: 2,545 shares; 2025Q2: 2,531 shares; 2025Q3: 2,504 shares; 2025Q4: 2,752 shares; 2026Q1: 2,682 shares; 2026Q2: 2,833 shares 2,833 $2.12M 0.7% +151 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,638 shares; 2024Q4: 7,354 shares; 2025Q1: 7,210 shares; 2025Q2: 7,159 shares; 2025Q3: 6,726 shares; 2025Q4: 6,331 shares; 2026Q1: 6,205 shares; 2026Q2: 6,206 shares 6,206 $2.1M 0.69% +1 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: 15,261 shares; 2024Q4: 15,168 shares; 2025Q1: 14,959 shares; 2025Q2: 14,683 shares; 2025Q3: 14,673 shares; 2025Q4: 14,697 shares; 2026Q1: 14,761 shares; 2026Q2: 14,765 shares 14,765 $2.07M 0.68% +4 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: 32,859 shares; 2024Q4: 32,449 shares; 2025Q1: 32,722 shares; 2025Q2: 31,681 shares; 2025Q3: 30,859 shares; 2025Q4: 32,896 shares; 2026Q1: 32,865 shares; 2026Q2: 34,161 shares 34,161 $1.97M 0.65% +1,296 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: 2,520 shares; 2024Q4: 2,620 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares; 2025Q4: 2,596 shares; 2026Q1: 2,596 shares; 2026Q2: 2,596 shares 2,596 $1.94M 0.64% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,921 shares; 2024Q4: 1,914 shares; 2025Q1: 1,966 shares; 2025Q2: 1,981 shares; 2025Q3: 1,906 shares; 2025Q4: 1,871 shares; 2026Q1: 1,843 shares; 2026Q2: 1,785 shares 1,785 $1.9M 0.63% -58 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,210 shares; 2024Q4: 27,548 shares; 2025Q1: 27,551 shares; 2025Q2: 26,571 shares; 2025Q3: 26,541 shares; 2025Q4: 25,873 shares; 2026Q1: 25,574 shares; 2026Q2: 25,714 shares 25,714 $1.84M 0.61% +140 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: 5,050 shares; 2024Q4: 4,931 shares; 2025Q1: 4,986 shares; 2025Q2: 4,962 shares; 2025Q3: 4,938 shares; 2025Q4: 4,929 shares; 2026Q1: 4,860 shares; 2026Q2: 5,044 shares 5,044 $1.78M 0.59% +184 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: 4,958 shares; 2024Q4: 4,873 shares; 2025Q1: 4,708 shares; 2025Q2: 4,724 shares; 2025Q3: 4,480 shares; 2025Q4: 4,342 shares; 2026Q1: 4,177 shares; 2026Q2: 4,151 shares 4,151 $1.77M 0.58% -26 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: 22,408 shares; 2024Q4: 22,375 shares; 2025Q1: 22,356 shares; 2025Q2: 22,277 shares; 2025Q3: 22,292 shares; 2025Q4: 22,231 shares; 2026Q1: 22,352 shares; 2026Q2: 22,474 shares 22,474 $1.74M 0.57% +122 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: 4,081 shares; 2024Q4: 4,081 shares; 2025Q1: 4,081 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares; 2025Q4: 4,081 shares; 2026Q1: 4,058 shares; 2026Q2: 4,058 shares 4,058 $1.65M 0.54% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,941 shares; 2024Q4: 2,886 shares; 2025Q1: 2,955 shares; 2025Q2: 2,915 shares; 2025Q3: 3,060 shares; 2025Q4: 3,229 shares; 2026Q1: 3,234 shares; 2026Q2: 3,214 shares 3,214 $1.64M 0.54% -20 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: 1,378 shares; 2024Q4: 1,466 shares; 2025Q1: 1,468 shares; 2025Q2: 1,418 shares; 2025Q3: 1,397 shares; 2025Q4: 1,342 shares; 2026Q1: 1,408 shares; 2026Q2: 1,361 shares 1,361 $1.63M 0.54% -47 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: 10,630 shares; 2024Q4: 10,597 shares; 2025Q1: 10,422 shares; 2025Q2: 10,355 shares; 2025Q3: 9,273 shares; 2025Q4: 9,183 shares; 2026Q1: 9,118 shares; 2026Q2: 8,938 shares 8,938 $1.62M 0.53% -180 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,850 shares; 2024Q4: 22,850 shares; 2025Q1: 22,850 shares; 2025Q2: 22,850 shares; 2025Q3: 22,850 shares; 2025Q4: 21,850 shares; 2026Q1: 19,200 shares; 2026Q2: 19,200 shares 19,200 $1.61M 0.53% 0 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: 12,417 shares; 2024Q4: 12,347 shares; 2025Q1: 12,241 shares; 2025Q2: 11,996 shares; 2025Q3: 11,994 shares; 2025Q4: 12,014 shares; 2026Q1: 12,068 shares; 2026Q2: 12,143 shares 12,143 $1.54M 0.51% +75 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,432 shares; 2024Q4: 1,531 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,540 shares; 2025Q4: 1,546 shares; 2026Q1: 1,603 shares; 2026Q2: 1,609 shares 1,609 $1.51M 0.5% +6 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,718 shares; 2024Q4: 14,481 shares; 2025Q1: 14,453 shares; 2025Q2: 13,931 shares; 2025Q3: 13,976 shares; 2025Q4: 13,936 shares; 2026Q1: 13,993 shares; 2026Q2: 14,066 shares 14,066 $1.5M 0.5% +73 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: 2,301 shares; 2024Q4: 2,331 shares; 2025Q1: 2,555 shares; 2025Q2: 2,687 shares; 2025Q3: 2,612 shares; 2025Q4: 2,550 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares 2,585 $1.5M 0.49% 0 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: 2,853 shares; 2024Q4: 2,757 shares; 2025Q1: 2,731 shares; 2025Q2: 2,716 shares; 2025Q3: 2,720 shares; 2025Q4: 2,725 shares; 2026Q1: 2,840 shares; 2026Q2: 2,920 shares 2,920 $1.5M 0.49% +80 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: 10,138 shares; 2024Q4: 9,955 shares; 2025Q1: 9,926 shares; 2025Q2: 9,541 shares; 2025Q3: 9,549 shares; 2025Q4: 9,310 shares; 2026Q1: 9,326 shares; 2026Q2: 9,251 shares 9,251 $1.5M 0.49% -75 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: 19,778 shares; 2024Q4: 19,406 shares; 2025Q1: 18,546 shares; 2025Q2: 18,238 shares; 2025Q3: 18,123 shares; 2025Q4: 17,856 shares; 2026Q1: 17,826 shares; 2026Q2: 17,671 shares 17,671 $1.46M 0.48% -155 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: 10,369 shares; 2024Q4: 10,136 shares; 2025Q1: 9,837 shares; 2025Q2: 9,739 shares; 2025Q3: 9,684 shares; 2025Q4: 9,535 shares; 2026Q1: 9,580 shares; 2026Q2: 9,622 shares 9,622 $1.46M 0.48% +42 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: 13,844 shares; 2024Q4: 13,545 shares; 2025Q1: 13,429 shares; 2025Q2: 13,120 shares; 2025Q3: 13,155 shares; 2025Q4: 13,145 shares; 2026Q1: 13,089 shares; 2026Q2: 13,013 shares 13,013 $1.44M 0.47% -76 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: 4,611 shares; 2024Q4: 4,975 shares; 2025Q1: 5,146 shares; 2025Q2: 5,369 shares; 2025Q3: 5,088 shares; 2025Q4: 4,717 shares; 2026Q1: 4,790 shares; 2026Q2: 4,778 shares 4,778 $1.44M 0.47% -12 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: 7,727 shares; 2024Q4: 7,698 shares; 2025Q1: 7,475 shares; 2025Q2: 7,538 shares; 2025Q3: 7,417 shares; 2025Q4: 7,377 shares; 2026Q1: 7,530 shares; 2026Q2: 7,347 shares 7,347 $1.36M 0.45% -183 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: 2,832 shares; 2024Q4: 2,838 shares; 2025Q1: 4,086 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,068 shares; 2026Q1: 3,815 shares; 2026Q2: 3,808 shares 3,808 $1.35M 0.44% -7 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: 2,265 shares; 2024Q4: 2,314 shares; 2025Q1: 2,291 shares; 2025Q2: 2,289 shares; 2025Q3: 2,214 shares; 2025Q4: 2,094 shares; 2026Q1: 2,056 shares; 2026Q2: 2,056 shares 2,056 $1.3M 0.43% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,812 shares; 2024Q4: 11,826 shares; 2025Q1: 11,708 shares; 2025Q2: 11,698 shares; 2025Q3: 11,723 shares; 2025Q4: 11,476 shares; 2026Q1: 11,330 shares; 2026Q2: 11,408 shares 11,408 $1.29M 0.43% +78 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: 3,495 shares; 2024Q4: 3,678 shares; 2025Q1: 3,666 shares; 2025Q2: 3,666 shares; 2025Q3: 3,637 shares; 2025Q4: 3,501 shares; 2026Q1: 3,420 shares; 2026Q2: 3,422 shares 3,422 $1.28M 0.42% +2 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: 20,317 shares; 2024Q4: 19,907 shares; 2025Q1: 18,412 shares; 2025Q2: 18,012 shares; 2025Q3: 17,987 shares; 2025Q4: 17,987 shares; 2026Q1: 17,737 shares; 2026Q2: 17,741 shares 17,741 $1.28M 0.42% +4 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: 4,764 shares; 2024Q4: 4,785 shares; 2025Q1: 4,752 shares; 2025Q2: 4,731 shares; 2025Q3: 4,692 shares; 2025Q4: 4,677 shares; 2026Q1: 4,527 shares; 2026Q2: 4,530 shares 4,530 $1.23M 0.41% +3 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: 13,918 shares; 2024Q4: 13,970 shares; 2025Q1: 13,780 shares; 2025Q2: 13,774 shares; 2025Q3: 13,843 shares; 2025Q4: 13,843 shares; 2026Q1: 13,628 shares; 2026Q2: 13,403 shares 13,403 $1.22M 0.4% -225 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: 9,072 shares; 2024Q4: 8,859 shares; 2025Q1: 8,710 shares; 2025Q2: 8,718 shares; 2025Q3: 8,534 shares; 2025Q4: 8,234 shares; 2026Q1: 8,215 shares; 2026Q2: 8,249 shares 8,249 $1.21M 0.4% +34 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: 12,106 shares; 2024Q4: 11,829 shares; 2025Q1: 12,211 shares; 2025Q2: 11,884 shares; 2025Q3: 11,578 shares; 2025Q4: 10,588 shares; 2026Q1: 10,927 shares; 2026Q2: 10,933 shares 10,933 $1.18M 0.39% +6 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,578 shares; 2024Q4: 11,189 shares; 2025Q1: 14,113 shares; 2025Q2: 15,433 shares; 2025Q3: 17,657 shares; 2025Q4: 20,272 shares; 2026Q1: 22,227 shares; 2026Q2: 23,461 shares 23,461 $1.16M 0.38% +1,234 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: 1,231 shares; 2024Q4: 1,371 shares; 2025Q1: 1,365 shares; 2025Q2: 1,366 shares; 2025Q3: 1,367 shares; 2025Q4: 1,365 shares; 2026Q1: 1,355 shares; 2026Q2: 1,510 shares 1,510 $1.11M 0.37% +155 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: 14,862 shares; 2024Q4: 14,864 shares; 2025Q1: 14,652 shares; 2025Q2: 14,370 shares; 2025Q3: 14,374 shares; 2025Q4: 15,352 shares; 2026Q1: 16,030 shares; 2026Q2: 16,146 shares 16,146 $1.1M 0.36% +116 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: 2,644 shares; 2024Q4: 2,434 shares; 2025Q1: 2,317 shares; 2025Q2: 2,253 shares; 2025Q3: 2,206 shares; 2025Q4: 2,173 shares; 2026Q1: 2,178 shares; 2026Q2: 2,195 shares 2,195 $1.08M 0.36% +17 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: 6,830 shares; 2024Q4: 9,043 shares; 2025Q1: 9,197 shares; 2025Q2: 9,618 shares; 2025Q3: 9,650 shares; 2025Q4: 9,337 shares; 2026Q1: 9,904 shares; 2026Q2: 11,942 shares 11,942 $1.05M 0.35% +2,038 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: 12,946 shares; 2024Q4: 11,468 shares; 2025Q1: 11,236 shares; 2025Q2: 11,139 shares; 2025Q3: 11,144 shares; 2025Q4: 11,100 shares; 2026Q1: 11,005 shares; 2026Q2: 11,047 shares 11,047 $1.03M 0.34% +42 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: 9,883 shares; 2024Q4: 10,217 shares; 2025Q1: 10,211 shares; 2025Q2: 10,221 shares; 2025Q3: 10,132 shares; 2025Q4: 10,073 shares; 2026Q1: 9,899 shares; 2026Q2: 9,926 shares 9,926 $1.01M 0.33% +27 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: 870 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 909 shares; 2025Q4: 883 shares; 2026Q1: 857 shares; 2026Q2: 853 shares 853 $1M 0.33% -4 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: 1,422 shares; 2024Q4: 1,404 shares; 2025Q1: 1,397 shares; 2025Q2: 1,392 shares; 2025Q3: 1,348 shares; 2025Q4: 1,273 shares; 2026Q1: 1,213 shares; 2026Q2: 1,308 shares 1,308 $988K 0.33% +95 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: 3,303 shares; 2024Q4: 3,291 shares; 2025Q1: 3,282 shares; 2025Q2: 3,092 shares; 2025Q3: 3,043 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares; 2026Q2: 3,048 shares 3,048 $960K 0.32% +4 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: 9,905 shares; 2024Q4: 9,850 shares; 2025Q1: 9,825 shares; 2025Q2: 9,825 shares; 2025Q3: 9,800 shares; 2025Q4: 9,735 shares; 2026Q1: 9,739 shares; 2026Q2: 9,819 shares 9,819 $940K 0.31% +80 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: 6,903 shares; 2024Q4: 6,804 shares; 2025Q1: 6,661 shares; 2025Q2: 7,256 shares; 2025Q3: 7,075 shares; 2025Q4: 7,248 shares; 2026Q1: 7,082 shares; 2026Q2: 7,128 shares 7,128 $931K 0.31% +46 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: 13,484 shares; 2024Q4: 13,266 shares; 2025Q1: 13,266 shares; 2025Q2: 13,086 shares; 2025Q3: 12,786 shares; 2025Q4: 12,636 shares; 2026Q1: 12,586 shares; 2026Q2: 12,565 shares 12,565 $922K 0.3% -21 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: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 2,107 shares; 2026Q1: 2,082 shares; 2026Q2: 2,067 shares 2,067 $896K 0.3% -15 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: 8,419 shares; 2024Q4: 9,020 shares; 2025Q1: 9,283 shares; 2025Q2: 9,113 shares; 2025Q3: 8,842 shares; 2025Q4: 8,889 shares; 2026Q1: 8,973 shares; 2026Q2: 9,264 shares 9,264 $892K 0.29% +291 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: 3,086 shares; 2024Q4: 3,046 shares; 2025Q1: 2,912 shares; 2025Q2: 2,911 shares; 2025Q3: 2,911 shares; 2025Q4: 2,871 shares; 2026Q1: 2,701 shares; 2026Q2: 2,687 shares 2,687 $845K 0.28% -14 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: 3,410 shares; 2024Q4: 3,393 shares; 2025Q1: 3,378 shares; 2025Q2: 3,356 shares; 2025Q3: 3,363 shares; 2025Q4: 3,307 shares; 2026Q1: 3,307 shares; 2026Q2: 3,333 shares 3,333 $821K 0.27% +26 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,659 shares; 2024Q4: 16,710 shares; 2025Q1: 16,214 shares; 2025Q2: 16,694 shares; 2025Q3: 15,922 shares; 2025Q4: 18,611 shares; 2026Q1: 21,991 shares; 2026Q2: 23,203 shares 23,203 $807K 0.27% +1,212 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: 1,470 shares; 2024Q4: 1,450 shares; 2025Q1: 1,415 shares; 2025Q2: 1,419 shares; 2025Q3: 1,244 shares; 2025Q4: 1,188 shares; 2026Q1: 1,137 shares; 2026Q2: 1,060 shares 1,060 $755K 0.25% -77 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: 11,789 shares; 2026Q1: 11,789 shares; 2026Q2: 11,839 shares 11,839 $712K 0.23% +50 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: 5,597 shares; 2024Q4: 5,538 shares; 2025Q1: 5,078 shares; 2025Q2: 5,076 shares; 2025Q3: 5,081 shares; 2025Q4: 4,831 shares; 2026Q1: 4,744 shares; 2026Q2: 4,708 shares 4,708 $674K 0.22% -36 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: 6,421 shares; 2024Q4: 6,485 shares; 2025Q1: 6,470 shares; 2025Q2: 6,473 shares; 2025Q3: 6,500 shares; 2025Q4: 5,933 shares; 2026Q1: 5,888 shares; 2026Q2: 5,989 shares 5,989 $657K 0.22% +101 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: 3,390 shares; 2024Q4: 3,377 shares; 2025Q1: 3,357 shares; 2025Q2: 3,964 shares; 2025Q3: 3,979 shares; 2025Q4: 3,922 shares; 2026Q1: 3,922 shares; 2026Q2: 3,887 shares 3,887 $657K 0.22% -35 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: 10,400 shares; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 10,604 shares; 2025Q3: 10,654 shares; 2025Q4: 10,354 shares; 2026Q1: 10,354 shares; 2026Q2: 10,248 shares 10,248 $619K 0.2% -106 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,509 shares; 2024Q4: 12,181 shares; 2025Q1: 12,376 shares; 2025Q2: 12,254 shares; 2025Q3: 12,128 shares; 2025Q4: 12,088 shares; 2026Q1: 11,688 shares; 2026Q2: 11,594 shares 11,594 $608K 0.2% -94 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,691 shares 2,691 $605K 0.2% new 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: 3,920 shares; 2024Q4: 3,858 shares; 2025Q1: 3,773 shares; 2025Q2: 3,767 shares; 2025Q3: 3,737 shares; 2025Q4: 3,505 shares; 2026Q1: 3,270 shares; 2026Q2: 3,205 shares 3,205 $605K 0.2% -65 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,221 shares; 2024Q4: 9,791 shares; 2025Q1: 9,791 shares; 2025Q2: 9,791 shares; 2025Q3: 9,741 shares; 2025Q4: 9,491 shares; 2026Q1: 9,491 shares; 2026Q2: 9,491 shares 9,491 $586K 0.19% 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: 2,871 shares; 2024Q4: 2,871 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,821 shares; 2025Q4: 2,815 shares; 2026Q1: 2,815 shares; 2026Q2: 2,790 shares 2,790 $577K 0.19% -25 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: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,011 shares; 2026Q1: 2,011 shares; 2026Q2: 1,931 shares 1,931 $576K 0.19% -80 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,903 shares 6,903 $571K 0.19% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,775 shares; 2024Q4: 4,870 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,793 shares; 2025Q4: 3,857 shares; 2026Q1: 3,867 shares; 2026Q2: 3,842 shares 3,842 $555K 0.18% -25 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: 3,792 shares; 2024Q4: 3,813 shares; 2025Q1: 3,846 shares; 2025Q2: 3,828 shares; 2025Q3: 3,886 shares; 2025Q4: 3,959 shares; 2026Q1: 3,903 shares; 2026Q2: 3,966 shares 3,966 $543K 0.18% +63 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,588 shares 3,588 $542K 0.18% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 775 shares 775 $532K 0.18% new 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: 16,331 shares; 2025Q3: 14,731 shares; 2025Q4: 14,631 shares; 2026Q1: 14,406 shares; 2026Q2: 14,406 shares 14,406 $529K 0.17% 0 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: 2,388 shares 2,388 $528K 0.17% new 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: 1,917 shares; 2024Q4: 1,912 shares; 2025Q1: 1,907 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,928 shares; 2026Q1: 1,928 shares; 2026Q2: 1,908 shares 1,908 $516K 0.17% -20 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: 3,076 shares; 2026Q1: 3,055 shares; 2026Q2: 3,022 shares 3,022 $494K 0.16% -33 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: 5,975 shares; 2024Q4: 5,935 shares; 2025Q1: 5,944 shares; 2025Q2: 5,756 shares; 2025Q3: 5,756 shares; 2025Q4: 5,649 shares; 2026Q1: 5,674 shares; 2026Q2: 5,674 shares 5,674 $468K 0.15% 0 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: 1,637 shares; 2024Q4: 1,640 shares; 2025Q1: 1,732 shares; 2025Q2: 1,735 shares; 2025Q3: 1,762 shares; 2025Q4: 1,772 shares; 2026Q1: 1,687 shares; 2026Q2: 1,708 shares 1,708 $462K 0.15% +21 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: 7,107 shares; 2024Q4: 6,358 shares; 2025Q1: 6,158 shares; 2025Q2: 4,683 shares; 2025Q3: 4,033 shares; 2025Q4: 3,864 shares; 2026Q1: 3,901 shares; 2026Q2: 3,910 shares 3,910 $460K 0.15% +9 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,187 shares; 2024Q4: 2,157 shares; 2025Q1: 2,142 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 2,102 shares; 2026Q1: 1,902 shares; 2026Q2: 1,933 shares 1,933 $460K 0.15% +31 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,195 shares; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,162 shares; 2025Q4: 2,162 shares; 2026Q1: 2,162 shares; 2026Q2: 2,161 shares 2,161 $445K 0.15% -1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,034 shares; 2024Q4: 3,984 shares; 2025Q1: 4,044 shares; 2025Q2: 4,128 shares; 2025Q3: 4,128 shares; 2025Q4: 4,234 shares; 2026Q1: 4,349 shares; 2026Q2: 4,274 shares 4,274 $444K 0.15% -75 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: 8,298 shares; 2024Q4: 8,784 shares; 2025Q1: 9,117 shares; 2025Q2: 10,521 shares; 2025Q3: 10,325 shares; 2025Q4: 9,867 shares; 2026Q1: 10,725 shares; 2026Q2: 10,736 shares 10,736 $441K 0.15% +11 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: 446 shares; 2025Q1: 447 shares; 2025Q2: 448 shares; 2025Q3: 462 shares; 2025Q4: 448 shares; 2026Q1: 450 shares; 2026Q2: 451 shares 451 $434K 0.14% +1 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,175 shares; 2024Q4: 3,206 shares; 2025Q1: 3,068 shares; 2025Q2: not reported; 2025Q3: 3,168 shares; 2025Q4: 3,115 shares; 2026Q1: 3,113 shares; 2026Q2: 3,155 shares 3,155 $426K 0.14% +42 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,181 shares; 2024Q4: 20,163 shares; 2025Q1: 19,489 shares; 2025Q2: 18,897 shares; 2025Q3: 18,416 shares; 2025Q4: 17,431 shares; 2026Q1: 17,325 shares; 2026Q2: 15,761 shares 15,761 $420K 0.14% -1,564 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: 7,039 shares; 2024Q4: 6,839 shares; 2025Q1: 6,781 shares; 2025Q2: 6,301 shares; 2025Q3: 6,337 shares; 2025Q4: 6,117 shares; 2026Q1: 6,212 shares; 2026Q2: 6,332 shares 6,332 $392K 0.13% +120 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,450 shares 6,450 $380K 0.13% new 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: 3,426 shares; 2024Q4: 3,497 shares; 2025Q1: 3,538 shares; 2025Q2: 3,263 shares; 2025Q3: 3,226 shares; 2025Q4: 3,025 shares; 2026Q1: 3,202 shares; 2026Q2: 3,269 shares 3,269 $372K 0.12% +67 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: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: 1,767 shares; 2025Q2: 1,766 shares; 2025Q3: 1,746 shares; 2025Q4: 1,746 shares; 2026Q1: 1,646 shares; 2026Q2: 1,642 shares 1,642 $368K 0.12% -4 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,293 shares; 2024Q4: 3,229 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,154 shares; 2025Q4: 3,094 shares; 2026Q1: 3,044 shares; 2026Q2: 3,024 shares 3,024 $361K 0.12% -20 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: 6,419 shares; 2024Q4: 6,466 shares; 2025Q1: 6,556 shares; 2025Q2: 6,553 shares; 2025Q3: 6,603 shares; 2025Q4: 5,922 shares; 2026Q1: 5,922 shares; 2026Q2: 5,865 shares 5,865 $339K 0.11% -57 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: 4,976 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,386 shares; 2025Q3: 5,486 shares; 2025Q4: 5,476 shares; 2026Q1: 5,276 shares; 2026Q2: 5,379 shares 5,379 $338K 0.11% +103 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: not reported; 2024Q4: not reported; 2025Q1: 1,340 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,919 shares; 2026Q1: 1,919 shares; 2026Q2: 1,923 shares 1,923 $337K 0.11% +4 Timeline SHV 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: 2,160 shares; 2026Q1: 2,592 shares; 2026Q2: 3,056 shares 3,056 $337K 0.11% +464 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: 1,966 shares; 2024Q4: 1,923 shares; 2025Q1: 1,920 shares; 2025Q2: 1,919 shares; 2025Q3: 1,806 shares; 2025Q4: 1,772 shares; 2026Q1: 1,700 shares; 2026Q2: 1,745 shares 1,745 $332K 0.11% +45 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,904 shares; 2024Q4: 3,839 shares; 2025Q1: 3,819 shares; 2025Q2: 3,268 shares; 2025Q3: 3,181 shares; 2025Q4: 2,371 shares; 2026Q1: not reported; 2026Q2: 3,848 shares 3,848 $332K 0.11% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855 shares; 2024Q4: 857 shares; 2025Q1: 863 shares; 2025Q2: 866 shares; 2025Q3: 887 shares; 2025Q4: 908 shares; 2026Q1: 934 shares; 2026Q2: 963 shares 963 $328K 0.11% +29 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: 834 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 736 shares; 2025Q4: 686 shares; 2026Q1: 651 shares; 2026Q2: 651 shares 651 $326K 0.11% 0 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: not reported; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $320K 0.11% 0 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: 3,720 shares; 2024Q4: 3,640 shares; 2025Q1: 3,705 shares; 2025Q2: 3,705 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares; 2026Q1: 3,770 shares; 2026Q2: 3,770 shares 3,770 $319K 0.11% 0 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: 4,998 shares; 2024Q4: 4,838 shares; 2025Q1: 4,058 shares; 2025Q2: 4,058 shares; 2025Q3: 3,898 shares; 2025Q4: 3,648 shares; 2026Q1: 3,652 shares; 2026Q2: 4,428 shares 4,428 $315K 0.1% +776 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: 4,536 shares; 2024Q4: 4,525 shares; 2025Q1: 4,525 shares; 2025Q2: 4,435 shares; 2025Q3: 4,435 shares; 2025Q4: 4,435 shares; 2026Q1: 4,398 shares; 2026Q2: 4,399 shares 4,399 $315K 0.1% +1 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: not reported; 2024Q4: 756 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 710 shares; 2025Q4: 846 shares; 2026Q1: 846 shares; 2026Q2: 846 shares 846 $313K 0.1% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $302K 0.1% 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: 1,507 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares; 2026Q1: 1,352 shares; 2026Q2: 1,361 shares 1,361 $297K 0.1% +9 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: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 422 shares; 2025Q4: 421 shares; 2026Q1: 421 shares; 2026Q2: 421 shares 421 $296K 0.1% 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: 15,740 shares; 2024Q4: 13,806 shares; 2025Q1: 14,129 shares; 2025Q2: 14,145 shares; 2025Q3: 13,773 shares; 2025Q4: 11,251 shares; 2026Q1: 10,731 shares; 2026Q2: 10,563 shares 10,563 $289K 0.1% -168 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,840 shares; 2024Q4: 5,676 shares; 2025Q1: 5,676 shares; 2025Q2: 5,676 shares; 2025Q3: 5,676 shares; 2025Q4: 5,676 shares; 2026Q1: 5,676 shares; 2026Q2: 5,676 shares 5,676 $287K 0.09% 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: 1,820 shares; 2024Q4: not reported; 2025Q1: 1,820 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares; 2026Q1: 1,828 shares; 2026Q2: 1,828 shares 1,828 $286K 0.09% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares; 2025Q4: 4,065 shares; 2026Q1: 4,065 shares; 2026Q2: 4,065 shares 4,065 $285K 0.09% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,828 shares; 2024Q4: 14,643 shares; 2025Q1: 14,117 shares; 2025Q2: 14,717 shares; 2025Q3: 13,727 shares; 2025Q4: 19,330 shares; 2026Q1: 20,260 shares; 2026Q2: 20,715 shares 20,715 $279K 0.09% +455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 383 shares 383 $277K 0.09% new 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: 3,727 shares; 2024Q4: 3,728 shares; 2025Q1: 3,734 shares; 2025Q2: 3,735 shares; 2025Q3: 3,535 shares; 2025Q4: 3,530 shares; 2026Q1: 3,531 shares; 2026Q2: 3,531 shares 3,531 $276K 0.09% 0 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: 519 shares; 2024Q4: 526 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 510 shares; 2026Q1: 520 shares; 2026Q2: 530 shares 530 $270K 0.09% +10 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,403 shares 2,403 $259K 0.09% new 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: 1,892 shares 1,892 $257K 0.08% new 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: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares; 2026Q2: 1,109 shares 1,109 $255K 0.08% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,227 shares 6,227 $249K 0.08% new 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares; 2026Q2: 1,115 shares 1,115 $249K 0.08% 0 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $247K 0.08% 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: 1,934 shares; 2024Q4: 1,934 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,852 shares; 2025Q4: 1,798 shares; 2026Q1: 1,618 shares; 2026Q2: 1,618 shares 1,618 $245K 0.08% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,318 shares; 2024Q4: 8,386 shares; 2025Q1: 8,366 shares; 2025Q2: 8,015 shares; 2025Q3: 7,864 shares; 2025Q4: 6,718 shares; 2026Q1: 5,510 shares; 2026Q2: 5,535 shares 5,535 $239K 0.08% +25 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: not reported; 2024Q4: not reported; 2025Q1: 5,955 shares; 2025Q2: not reported; 2025Q3: 5,960 shares; 2025Q4: 5,990 shares; 2026Q1: 6,037 shares; 2026Q2: 6,277 shares 6,277 $232K 0.08% +240 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,593 shares; 2025Q1: 2,567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,868 shares 2,868 $227K 0.07% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,864 shares; 2026Q2: 4,865 shares 4,865 $226K 0.07% +1 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: 2,555 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: not reported; 2026Q1: 2,390 shares; 2026Q2: 2,383 shares 2,383 $218K 0.07% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,776 shares 1,776 $212K 0.07% new 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: 808 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $212K 0.07% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,249 shares 1,249 $212K 0.07% new Timeline BANK OF AMER CORP 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: 213 shares; 2024Q4: 213 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 193 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $211K 0.07% 0 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,386 shares 4,386 $208K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412 $208K 0.07% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,222 shares 1,222 $207K 0.07% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,196 shares; 2026Q2: 1,322 shares 1,322 $207K 0.07% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $204K 0.07% new 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: not reported; 2024Q4: 4,265 shares; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 4,085 shares; 2025Q4: 3,835 shares; 2026Q1: not reported; 2026Q2: 3,790 shares 3,790 $203K 0.07% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424 shares 424 $203K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,668 shares 1,668 $203K 0.07% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,121 shares; 2024Q4: 27,816 shares; 2025Q1: 25,491 shares; 2025Q2: 25,391 shares; 2025Q3: 25,221 shares; 2025Q4: 20,576 shares; 2026Q1: 19,986 shares; 2026Q2: 19,571 shares 19,571 $112K 0.04% -415 Timeline