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: 38,916 shares; 2024Q4: 37,164 shares; 2025Q1: 36,905 shares; 2025Q2: 34,990 shares; 2025Q3: 32,316 shares; 2025Q4: 30,235 shares; 2026Q1: 22,643 shares; 2026Q2: 22,705 shares 22,705 $10.8M 5.33% +62 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: 34,128 shares; 2024Q4: 35,222 shares; 2025Q1: 34,378 shares; 2025Q2: 34,203 shares; 2025Q3: 33,486 shares; 2025Q4: 31,750 shares; 2026Q1: 30,342 shares; 2026Q2: 29,593 shares 29,593 $10.5M 5.14% -749 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,526 shares; 2024Q4: 141,718 shares; 2025Q1: 141,120 shares; 2025Q2: 140,322 shares; 2025Q3: 138,024 shares; 2025Q4: 138,026 shares; 2026Q1: 134,058 shares; 2026Q2: 132,108 shares 132,108 $10.1M 4.96% -1,950 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: 45,013 shares; 2024Q4: 44,678 shares; 2025Q1: 43,324 shares; 2025Q2: 43,209 shares; 2025Q3: 42,694 shares; 2025Q4: 41,566 shares; 2026Q1: 41,223 shares; 2026Q2: 38,832 shares 38,832 $9.26M 4.55% -2,391 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: 27,101 shares; 2024Q4: 27,427 shares; 2025Q1: 27,695 shares; 2025Q2: 26,567 shares; 2025Q3: 26,245 shares; 2025Q4: 25,563 shares; 2026Q1: 23,851 shares; 2026Q2: 23,686 shares 23,686 $8.84M 4.34% -165 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: 28,341 shares; 2024Q4: 28,425 shares; 2025Q1: 27,695 shares; 2025Q2: 27,225 shares; 2025Q3: 26,136 shares; 2025Q4: 24,696 shares; 2026Q1: 24,014 shares; 2026Q2: 22,607 shares 22,607 $8.54M 4.2% -1,407 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: 21,632 shares; 2024Q4: 21,339 shares; 2025Q1: 20,506 shares; 2025Q2: 20,316 shares; 2025Q3: 19,741 shares; 2025Q4: 18,956 shares; 2026Q1: 20,243 shares; 2026Q2: 19,556 shares 19,556 $5.66M 2.78% -687 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: 21,726 shares; 2024Q4: 20,394 shares; 2025Q1: 19,645 shares; 2025Q2: 19,296 shares; 2025Q3: 18,405 shares; 2025Q4: 17,312 shares; 2026Q1: 17,008 shares; 2026Q2: 16,930 shares 16,930 $5.54M 2.72% -78 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: 44,051 shares; 2024Q4: 46,042 shares; 2025Q1: 47,123 shares; 2025Q2: 44,319 shares; 2025Q3: 43,346 shares; 2025Q4: 41,309 shares; 2026Q1: 37,578 shares; 2026Q2: 37,446 shares 37,446 $5.49M 2.7% -132 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,869 shares; 2024Q4: 3,538 shares; 2025Q1: 3,508 shares; 2025Q2: 2,148 shares; 2025Q3: 2,098 shares; 2025Q4: 2,325 shares; 2026Q1: 2,384 shares; 2026Q2: 2,297 shares 2,297 $4.57M 2.25% -87 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,185 shares; 2024Q4: 6,585 shares; 2025Q1: 6,351 shares; 2025Q2: 6,376 shares; 2025Q3: 6,351 shares; 2025Q4: 6,133 shares; 2026Q1: 6,502 shares; 2026Q2: 5,900 shares 5,900 $4.5M 2.21% -602 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,994 shares; 2025Q1: 18,989 shares; 2025Q2: 21,597 shares; 2025Q3: 21,397 shares; 2025Q4: 22,063 shares; 2026Q1: 23,133 shares; 2026Q2: 23,572 shares 23,572 $4M 1.97% +439 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: 24,413 shares; 2024Q4: 25,240 shares; 2025Q1: 25,371 shares; 2025Q2: 25,136 shares; 2025Q3: 24,911 shares; 2025Q4: 22,803 shares; 2026Q1: 22,271 shares; 2026Q2: 21,398 shares 21,398 $3.95M 1.94% -873 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,013 shares; 2024Q4: 12,290 shares; 2025Q1: 11,563 shares; 2025Q2: 9,573 shares; 2025Q3: 9,231 shares; 2025Q4: 8,361 shares; 2026Q1: 8,041 shares; 2026Q2: 5,977 shares 5,977 $3.47M 1.71% -2,064 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: 2,726 shares; 2024Q4: 2,721 shares; 2025Q1: 2,751 shares; 2025Q2: 2,825 shares; 2025Q3: 2,956 shares; 2025Q4: 2,841 shares; 2026Q1: 2,837 shares; 2026Q2: 2,869 shares 2,869 $3.44M 1.69% +32 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: 21,286 shares; 2024Q4: 21,824 shares; 2025Q1: 21,400 shares; 2025Q2: 19,584 shares; 2025Q3: 19,315 shares; 2025Q4: 17,387 shares; 2026Q1: 16,776 shares; 2026Q2: 16,620 shares 16,620 $3.44M 1.69% -156 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,216 shares; 2024Q4: 29,734 shares; 2025Q1: 29,976 shares; 2025Q2: 26,625 shares; 2025Q3: 28,010 shares; 2025Q4: 30,921 shares; 2026Q1: 33,636 shares; 2026Q2: 33,506 shares 33,506 $3.41M 1.68% -130 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: 18,393 shares; 2024Q4: 17,349 shares; 2025Q1: 16,849 shares; 2025Q2: 16,375 shares; 2025Q3: 16,527 shares; 2025Q4: 15,629 shares; 2026Q1: 15,103 shares; 2026Q2: 15,013 shares 15,013 $3.31M 1.63% -90 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: 37,893 shares; 2024Q4: 36,940 shares; 2025Q1: 35,717 shares; 2025Q2: 36,281 shares; 2025Q3: 35,175 shares; 2025Q4: 33,028 shares; 2026Q1: 29,201 shares; 2026Q2: 29,083 shares 29,083 $3.29M 1.62% -118 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: 24,949 shares; 2024Q4: 25,516 shares; 2025Q1: 25,052 shares; 2025Q2: 24,224 shares; 2025Q3: 22,854 shares; 2025Q4: 21,613 shares; 2026Q1: 19,344 shares; 2026Q2: 19,239 shares 19,239 $3.02M 1.48% -105 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: 3,914 shares; 2024Q4: 8,204 shares; 2025Q1: 8,414 shares; 2025Q2: 8,339 shares; 2025Q3: 7,664 shares; 2025Q4: 7,181 shares; 2026Q1: 7,538 shares; 2026Q2: 7,918 shares 7,918 $2.96M 1.45% +380 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: not reported; 2024Q4: 1,968 shares; 2025Q1: 2,424 shares; 2025Q2: 2,433 shares; 2025Q3: 2,653 shares; 2025Q4: 2,583 shares; 2026Q1: 2,414 shares; 2026Q2: 2,457 shares 2,457 $2.89M 1.42% +43 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: 16,135 shares; 2024Q4: 15,585 shares; 2025Q1: 15,083 shares; 2025Q2: 14,758 shares; 2025Q3: 14,279 shares; 2025Q4: 13,858 shares; 2026Q1: 13,693 shares; 2026Q2: 13,463 shares 13,463 $2.69M 1.32% -230 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: 11,186 shares; 2024Q4: 12,421 shares; 2025Q1: 17,100 shares; 2025Q2: 19,088 shares; 2025Q3: 23,057 shares; 2025Q4: 22,494 shares; 2026Q1: 21,247 shares; 2026Q2: 20,842 shares 20,842 $2.68M 1.32% -405 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,755 shares; 2024Q4: 22,009 shares; 2025Q1: 23,084 shares; 2025Q2: 23,434 shares; 2025Q3: 22,029 shares; 2025Q4: 19,409 shares; 2026Q1: 20,748 shares; 2026Q2: 22,483 shares 22,483 $2.57M 1.26% +1,735 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: 6,583 shares; 2024Q4: 6,741 shares; 2025Q1: 5,861 shares; 2025Q2: 5,058 shares; 2025Q3: 4,895 shares; 2025Q4: 5,770 shares; 2026Q1: 7,455 shares; 2026Q2: 8,864 shares 8,864 $2.49M 1.23% +1,409 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: 15,333 shares; 2024Q4: 14,909 shares; 2025Q1: 14,043 shares; 2025Q2: 13,443 shares; 2025Q3: 13,442 shares; 2025Q4: 12,992 shares; 2026Q1: 13,379 shares; 2026Q2: 13,672 shares 13,672 $2.47M 1.22% +293 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: 23,453 shares; 2024Q4: 22,462 shares; 2025Q1: 19,960 shares; 2025Q2: 19,348 shares; 2025Q3: 18,350 shares; 2025Q4: 16,914 shares; 2026Q1: 14,574 shares; 2026Q2: 14,695 shares 14,695 $2.44M 1.2% +121 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 16,837 shares 16,837 $2.3M 1.13% new 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: 11,765 shares; 2024Q4: 10,825 shares; 2025Q1: 10,593 shares; 2025Q2: 10,442 shares; 2025Q3: 10,067 shares; 2025Q4: 9,477 shares; 2026Q1: 8,942 shares; 2026Q2: 8,732 shares 8,732 $2.22M 1.09% -210 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,790 shares; 2024Q4: 26,140 shares; 2025Q1: 24,950 shares; 2025Q2: 24,790 shares; 2025Q3: 24,810 shares; 2025Q4: 22,946 shares; 2026Q1: 22,911 shares; 2026Q2: 22,886 shares 22,886 $2.22M 1.09% -25 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: 1,738 shares; 2024Q4: 1,792 shares; 2025Q1: 1,963 shares; 2025Q2: 2,393 shares; 2025Q3: 2,693 shares; 2025Q4: 29,195 shares; 2026Q1: 27,840 shares; 2026Q2: 30,851 shares 30,851 $2.2M 1.08% +3,011 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,959 shares; 2024Q4: 11,368 shares; 2025Q1: 10,343 shares; 2025Q2: 9,854 shares; 2025Q3: 9,812 shares; 2025Q4: 8,068 shares; 2026Q1: 7,762 shares; 2026Q2: 7,724 shares 7,724 $2.16M 1.06% -38 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: 3,510 shares; 2024Q4: 6,249 shares; 2025Q1: 6,031 shares; 2025Q2: 6,015 shares; 2025Q3: 6,167 shares; 2025Q4: 6,896 shares; 2026Q1: 6,755 shares; 2026Q2: 7,031 shares 7,031 $1.77M 0.87% +276 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 5,384 shares; 2025Q1: 5,549 shares; 2025Q2: 5,334 shares; 2025Q3: 5,479 shares; 2025Q4: 5,709 shares; 2026Q1: 5,741 shares; 2026Q2: 5,086 shares 5,086 $1.73M 0.85% -655 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,882 shares; 2024Q4: 7,527 shares; 2025Q1: 7,187 shares; 2025Q2: 5,733 shares; 2025Q3: 5,677 shares; 2025Q4: 6,082 shares; 2026Q1: 5,522 shares; 2026Q2: 5,208 shares 5,208 $1.53M 0.75% -314 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: 13,098 shares; 2024Q4: 12,605 shares; 2025Q1: 12,143 shares; 2025Q2: 12,141 shares; 2025Q3: 12,114 shares; 2025Q4: 10,756 shares; 2026Q1: 10,536 shares; 2026Q2: 11,144 shares 11,144 $1.51M 0.74% +608 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: 6,352 shares; 2024Q4: 6,420 shares; 2025Q1: 6,120 shares; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 6,219 shares; 2026Q1: 5,894 shares; 2026Q2: 5,415 shares 5,415 $1.47M 0.72% -479 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: 5,556 shares; 2024Q4: 5,031 shares; 2025Q1: 4,231 shares; 2025Q2: 3,836 shares; 2025Q3: 3,636 shares; 2025Q4: 3,721 shares; 2026Q1: 3,713 shares; 2026Q2: 3,783 shares 3,783 $1.39M 0.69% +70 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752 shares; 2024Q4: 2,022 shares; 2025Q1: 2,142 shares; 2025Q2: 2,462 shares; 2025Q3: 2,362 shares; 2025Q4: 2,447 shares; 2026Q1: 3,102 shares; 2026Q2: 4,059 shares 4,059 $1.18M 0.58% +957 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,104 shares; 2024Q4: 15,072 shares; 2025Q1: 15,079 shares; 2025Q2: 15,079 shares; 2025Q3: 14,887 shares; 2025Q4: 14,887 shares; 2026Q1: 14,514 shares; 2026Q2: 13,964 shares 13,964 $1.16M 0.57% -550 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,649 shares; 2024Q4: 17,549 shares; 2025Q1: 16,674 shares; 2025Q2: 15,388 shares; 2025Q3: 15,461 shares; 2025Q4: 15,336 shares; 2026Q1: 15,993 shares; 2026Q2: 15,993 shares 15,993 $1.13M 0.55% 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: 1,643 shares; 2024Q4: 1,534 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,180 shares; 2025Q4: 1,100 shares; 2026Q1: 1,050 shares; 2026Q2: 1,024 shares 1,024 $1.09M 0.54% -26 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: 4,421 shares; 2024Q4: 4,248 shares; 2025Q1: 4,076 shares; 2025Q2: 3,461 shares; 2025Q3: 3,078 shares; 2025Q4: 3,069 shares; 2026Q1: 3,064 shares; 2026Q2: 3,002 shares 3,002 $1.07M 0.53% -62 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: 3,267 shares; 2024Q4: 3,671 shares; 2025Q1: 3,666 shares; 2025Q2: 3,896 shares; 2025Q3: 4,026 shares; 2025Q4: 3,661 shares; 2026Q1: 2,946 shares; 2026Q2: 2,933 shares 2,933 $1.06M 0.52% -13 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,368 shares; 2024Q4: 19,873 shares; 2025Q1: 20,578 shares; 2025Q2: 20,384 shares; 2025Q3: 20,189 shares; 2025Q4: 19,994 shares; 2026Q1: 19,549 shares; 2026Q2: 17,503 shares 17,503 $987K 0.49% -2,046 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,133 shares; 2024Q4: 14,572 shares; 2025Q1: 13,839 shares; 2025Q2: 13,511 shares; 2025Q3: 13,146 shares; 2025Q4: 10,873 shares; 2026Q1: 10,458 shares; 2026Q2: 8,573 shares 8,573 $964K 0.47% -1,885 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,855 shares; 2026Q2: 10,865 shares 10,865 $963K 0.47% +2,010 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 1,293 shares; 2025Q1: 1,298 shares; 2025Q2: 1,338 shares; 2025Q3: 1,423 shares; 2025Q4: 7,073 shares; 2026Q1: 6,905 shares; 2026Q2: 9,625 shares 9,625 $956K 0.47% +2,720 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: 8,964 shares; 2024Q4: 9,334 shares; 2025Q1: 8,062 shares; 2025Q2: 7,564 shares; 2025Q3: 6,666 shares; 2025Q4: 6,353 shares; 2026Q1: 5,280 shares; 2026Q2: 5,617 shares 5,617 $950K 0.47% +337 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,964 shares; 2025Q1: 2,157 shares; 2025Q2: 2,187 shares; 2025Q3: 1,871 shares; 2025Q4: 1,678 shares; 2026Q1: 1,532 shares; 2026Q2: 1,496 shares 1,496 $933K 0.46% -36 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: 1,620 shares; 2024Q4: 1,712 shares; 2025Q1: 1,755 shares; 2025Q2: 1,908 shares; 2025Q3: 2,033 shares; 2025Q4: 1,973 shares; 2026Q1: 1,763 shares; 2026Q2: 1,807 shares 1,807 $920K 0.45% +44 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: 17,347 shares; 2024Q4: 17,150 shares; 2025Q1: 15,253 shares; 2025Q2: 13,906 shares; 2025Q3: 13,459 shares; 2025Q4: 13,162 shares; 2026Q1: 14,549 shares; 2026Q2: 14,356 shares 14,356 $904K 0.44% -193 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: 2,469 shares; 2024Q4: 1,549 shares; 2025Q1: 1,654 shares; 2025Q2: 1,804 shares; 2025Q3: 2,068 shares; 2025Q4: 1,990 shares; 2026Q1: 1,950 shares; 2026Q2: 1,799 shares 1,799 $902K 0.44% -151 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: not reported; 2024Q4: 5,610 shares; 2025Q1: 5,610 shares; 2025Q2: 5,510 shares; 2025Q3: 5,510 shares; 2025Q4: 5,383 shares; 2026Q1: 5,358 shares; 2026Q2: 9,222 shares 9,222 $888K 0.44% +3,864 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: 3,142 shares; 2024Q4: 2,527 shares; 2025Q1: 2,567 shares; 2025Q2: 2,993 shares; 2025Q3: 2,609 shares; 2025Q4: 2,708 shares; 2026Q1: 2,707 shares; 2026Q2: 2,372 shares 2,372 $878K 0.43% -335 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,675 shares; 2024Q4: 3,685 shares; 2025Q1: 3,613 shares; 2025Q2: 3,398 shares; 2025Q3: 3,338 shares; 2025Q4: 3,399 shares; 2026Q1: 3,261 shares; 2026Q2: 3,336 shares 3,336 $871K 0.43% +75 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,484 shares; 2024Q4: 15,724 shares; 2025Q1: 17,023 shares; 2025Q2: 17,209 shares; 2025Q3: 17,530 shares; 2025Q4: 17,814 shares; 2026Q1: 16,096 shares; 2026Q2: 18,073 shares 18,073 $866K 0.43% +1,977 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: 3,720 shares 3,720 $833K 0.41% new 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: 3,720 shares 3,720 $822K 0.4% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,844 shares; 2024Q4: 5,844 shares; 2025Q1: 5,752 shares; 2025Q2: 5,752 shares; 2025Q3: 5,727 shares; 2025Q4: 5,727 shares; 2026Q1: 5,727 shares; 2026Q2: 5,627 shares 5,627 $814K 0.4% -100 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: 2,584 shares; 2024Q4: 2,549 shares; 2025Q1: 2,466 shares; 2025Q2: 2,351 shares; 2025Q3: 2,286 shares; 2025Q4: 2,274 shares; 2026Q1: 2,299 shares; 2026Q2: 2,279 shares 2,279 $782K 0.38% -20 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: 1,684 shares; 2024Q4: 2,001 shares; 2025Q1: 815 shares; 2025Q2: 740 shares; 2025Q3: 815 shares; 2025Q4: 935 shares; 2026Q1: 1,120 shares; 2026Q2: 1,195 shares 1,195 $758K 0.37% +75 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,371 shares; 2026Q2: 3,004 shares 3,004 $718K 0.35% +1,633 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,383 shares; 2024Q4: 34,664 shares; 2025Q1: 33,850 shares; 2025Q2: 32,255 shares; 2025Q3: 30,010 shares; 2025Q4: 25,406 shares; 2026Q1: 24,553 shares; 2026Q2: 29,294 shares 29,294 $705K 0.35% +4,741 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 5,874 shares; 2025Q4: 5,874 shares; 2026Q1: 5,874 shares; 2026Q2: 5,874 shares 5,874 $690K 0.34% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,553 shares; 2024Q4: 5,233 shares; 2025Q1: 5,769 shares; 2025Q2: 5,764 shares; 2025Q3: 5,754 shares; 2025Q4: 5,990 shares; 2026Q1: 5,990 shares; 2026Q2: 5,810 shares 5,810 $641K 0.32% -180 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: 3,647 shares; 2024Q4: 4,162 shares; 2025Q1: 4,836 shares; 2025Q2: 5,006 shares; 2025Q3: 4,671 shares; 2025Q4: 4,165 shares; 2026Q1: 3,546 shares; 2026Q2: 3,239 shares 3,239 $617K 0.3% -307 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,718 shares; 2025Q4: 7,769 shares; 2026Q1: 7,147 shares; 2026Q2: 6,877 shares 6,877 $594K 0.29% -270 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,090 shares; 2024Q4: 9,934 shares; 2025Q1: 7,799 shares; 2025Q2: 6,489 shares; 2025Q3: 5,439 shares; 2025Q4: 4,749 shares; 2026Q1: 4,262 shares; 2026Q2: 4,987 shares 4,987 $582K 0.29% +725 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: 2,596 shares; 2024Q4: 2,596 shares; 2025Q1: 2,596 shares; 2025Q2: 2,596 shares; 2025Q3: 2,446 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 2,444 shares 2,444 $582K 0.29% -2 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,037 shares; 2024Q4: 7,839 shares; 2025Q1: 7,359 shares; 2025Q2: 5,139 shares; 2025Q3: 4,779 shares; 2025Q4: 4,029 shares; 2026Q1: 3,854 shares; 2026Q2: 3,179 shares 3,179 $559K 0.27% -675 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 23,356 shares; 2025Q4: 34,926 shares; 2026Q1: 32,405 shares; 2026Q2: 34,460 shares 34,460 $543K 0.27% +2,055 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: 1,000 shares; 2024Q4: 1,030 shares; 2025Q1: 973 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares; 2026Q2: 6,250 shares 6,250 $538K 0.26% +5,182 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: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares; 2026Q2: 1,568 shares 1,568 $530K 0.26% +13 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: 2,728 shares; 2024Q4: 2,733 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 2,724 shares; 2025Q4: 2,680 shares; 2026Q1: 2,572 shares; 2026Q2: 2,457 shares 2,457 $523K 0.26% -115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 643 shares; 2026Q2: 668 shares 668 $499K 0.25% +25 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: 3,434 shares; 2024Q4: 3,434 shares; 2025Q1: 3,834 shares; 2025Q2: 3,734 shares; 2025Q3: 4,114 shares; 2025Q4: 3,939 shares; 2026Q1: 4,024 shares; 2026Q2: 3,924 shares 3,924 $497K 0.24% -100 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 1,318 shares; 2025Q1: 1,650 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,582 shares; 2026Q1: 1,582 shares; 2026Q2: 6,155 shares 6,155 $496K 0.24% +4,573 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: 297 shares; 2024Q4: 297 shares; 2025Q1: 282 shares; 2025Q2: 344 shares; 2025Q3: 384 shares; 2025Q4: 338 shares; 2026Q1: 468 shares; 2026Q2: 520 shares 520 $487K 0.24% +52 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: 3,528 shares; 2024Q4: 3,228 shares; 2025Q1: 2,968 shares; 2025Q2: 3,393 shares; 2025Q3: 2,621 shares; 2025Q4: 2,788 shares; 2026Q1: 2,553 shares; 2026Q2: 2,266 shares 2,266 $465K 0.23% -287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: not reported; 2026Q1: 10,289 shares; 2026Q2: 10,869 shares 10,869 $460K 0.23% +580 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,350 shares; 2025Q3: 7,043 shares; 2025Q4: 6,852 shares; 2026Q1: 6,722 shares; 2026Q2: 6,624 shares 6,624 $452K 0.22% -98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,565 shares; 2026Q2: 21,809 shares 21,809 $451K 0.22% +8,244 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,480 shares 2,480 $416K 0.2% new 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: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 2,029 shares; 2025Q2: 2,329 shares; 2025Q3: 2,304 shares; 2025Q4: 2,310 shares; 2026Q1: 2,184 shares; 2026Q2: 2,174 shares 2,174 $412K 0.2% -10 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,340 shares; 2024Q4: 13,440 shares; 2025Q1: 13,440 shares; 2025Q2: 13,440 shares; 2025Q3: 13,040 shares; 2025Q4: 12,240 shares; 2026Q1: 9,315 shares; 2026Q2: 8,615 shares 8,615 $409K 0.2% -700 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,886 shares; 2025Q3: 12,432 shares; 2025Q4: 11,928 shares; 2026Q1: 12,159 shares; 2026Q2: 12,620 shares 12,620 $400K 0.2% +461 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: 6,985 shares; 2024Q4: 6,885 shares; 2025Q1: 6,885 shares; 2025Q2: 6,920 shares; 2025Q3: 6,920 shares; 2025Q4: 6,920 shares; 2026Q1: 6,920 shares; 2026Q2: 6,920 shares 6,920 $394K 0.19% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 793 shares; 2025Q1: 882 shares; 2025Q2: 842 shares; 2025Q3: 787 shares; 2025Q4: 772 shares; 2026Q1: 757 shares; 2026Q2: 757 shares 757 $379K 0.19% 0 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: 8,316 shares; 2024Q4: 7,916 shares; 2025Q1: 7,716 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,066 shares; 2026Q1: 6,916 shares; 2026Q2: 6,216 shares 6,216 $375K 0.18% -700 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: 1,362 shares; 2025Q4: 932 shares; 2026Q1: 767 shares; 2026Q2: 305 shares 305 $352K 0.17% -462 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: 432 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 483 shares; 2025Q3: 484 shares; 2025Q4: 474 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $350K 0.17% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: 2,917 shares; 2025Q2: 2,823 shares; 2025Q3: 2,816 shares; 2025Q4: 2,785 shares; 2026Q1: 2,635 shares; 2026Q2: 2,605 shares 2,605 $343K 0.17% -30 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: 1,137 shares; 2024Q4: 1,136 shares; 2025Q1: 1,095 shares; 2025Q2: 1,094 shares; 2025Q3: 1,092 shares; 2025Q4: 1,054 shares; 2026Q1: 1,055 shares; 2026Q2: 1,255 shares 1,255 $339K 0.17% +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: 493 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $337K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $334K 0.16% 0 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: 2,562 shares; 2024Q4: 2,247 shares; 2025Q1: 2,147 shares; 2025Q2: 2,015 shares; 2025Q3: 1,810 shares; 2025Q4: 1,964 shares; 2026Q1: 2,214 shares; 2026Q2: 2,810 shares 2,810 $331K 0.16% +596 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: 500 shares; 2025Q3: 494 shares; 2025Q4: 480 shares; 2026Q1: 470 shares; 2026Q2: 465 shares 465 $320K 0.16% -5 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,439 shares; 2024Q4: 5,206 shares; 2025Q1: 4,956 shares; 2025Q2: 4,714 shares; 2025Q3: 4,589 shares; 2025Q4: 4,434 shares; 2026Q1: 4,534 shares; 2026Q2: 4,435 shares 4,435 $319K 0.16% -99 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: not reported; 2024Q4: 1,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,665 shares; 2025Q4: 2,030 shares; 2026Q1: 2,850 shares; 2026Q2: 2,883 shares 2,883 $316K 0.16% +33 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,700 shares 3,700 $304K 0.15% -100 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: not reported; 2024Q4: not reported; 2025Q1: 8,750 shares; 2025Q2: 10,261 shares; 2025Q3: 10,261 shares; 2025Q4: 9,811 shares; 2026Q1: 9,812 shares; 2026Q2: 9,462 shares 9,462 $302K 0.15% -350 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,401 shares; 2024Q4: 779 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 671 shares; 2025Q4: 626 shares; 2026Q1: 611 shares; 2026Q2: 586 shares 586 $291K 0.14% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,737 shares; 2025Q4: 7,640 shares; 2026Q1: 7,541 shares; 2026Q2: 7,918 shares 7,918 $286K 0.14% +377 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 830 shares 830 $283K 0.14% -10 Timeline XPO XPO INC More: the full row for XPO 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: 1,370 shares; 2026Q2: 1,340 shares 1,340 $275K 0.14% -30 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: not reported; 2024Q4: 1,922 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares; 2026Q2: 1,897 shares 1,897 $272K 0.13% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,555 shares; 2025Q4: 10,987 shares; 2026Q1: 10,621 shares; 2026Q2: 10,321 shares 10,321 $270K 0.13% -300 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,411 shares; 2025Q4: 3,911 shares; 2026Q1: 4,011 shares; 2026Q2: 4,011 shares 4,011 $257K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: 2,476 shares; 2025Q2: 2,426 shares; 2025Q3: 2,426 shares; 2025Q4: 2,158 shares; 2026Q1: 2,117 shares; 2026Q2: 2,017 shares 2,017 $255K 0.13% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,645 shares; 2026Q2: 2,670 shares 2,670 $249K 0.12% +25 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,297 shares; 2026Q2: 3,277 shares 3,277 $245K 0.12% -20 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $242K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,901 shares 3,901 $242K 0.12% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,423 shares 6,423 $237K 0.12% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $233K 0.11% new Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,650 shares 4,650 $232K 0.11% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,675 shares; 2025Q4: 2,685 shares; 2026Q1: 3,335 shares; 2026Q2: 3,055 shares 3,055 $231K 0.11% -280 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: 3,562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,884 shares; 2026Q1: 1,809 shares; 2026Q2: 1,679 shares 1,679 $227K 0.11% -130 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: 837 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $226K 0.11% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,730 shares 1,730 $226K 0.11% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,096 shares 6,096 $206K 0.1% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,270 shares 1,270 $201K 0.1% new Timeline METC RAMACO RES INC More: the full row for RAMACO RES 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: 12,051 shares; 2025Q4: 11,531 shares; 2026Q1: 12,131 shares; 2026Q2: 14,556 shares 14,556 $193K 0.09% +2,425 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $138K 0.07% new Timeline