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; 2024Q2: 82,342 shares; 2024Q3: 79,201 shares; 2024Q4: 76,754 shares; 2025Q1: 76,391 shares; 2025Q2: 63,294 shares; 2025Q3: 61,701 shares; 2025Q4: 51,542 shares; 2026Q1: 52,953 shares 52,953 $34.4M 5.41% +1,411 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 115,801 shares; 2024Q3: 114,211 shares; 2024Q4: 113,909 shares; 2025Q1: 100,096 shares; 2025Q2: 90,901 shares; 2025Q3: 101,192 shares; 2025Q4: 99,850 shares; 2026Q1: 108,703 shares 108,703 $27.6M 4.33% +8,853 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 471,897 shares; 2026Q1: 488,983 shares 488,983 $24.9M 3.91% +17,086 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 56,203 shares; 2024Q3: 56,607 shares; 2024Q4: 56,998 shares; 2025Q1: 55,131 shares; 2025Q2: 53,858 shares; 2025Q3: 53,259 shares; 2025Q4: 52,828 shares; 2026Q1: 57,493 shares 57,493 $21.3M 3.34% +4,665 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; 2024Q2: 82,988 shares; 2024Q3: 86,111 shares; 2024Q4: 84,724 shares; 2025Q1: 79,537 shares; 2025Q2: 68,513 shares; 2025Q3: 67,638 shares; 2025Q4: 67,171 shares; 2026Q1: 61,613 shares 61,613 $18.1M 2.85% -5,558 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 72,097 shares; 2024Q3: 70,487 shares; 2024Q4: 69,357 shares; 2025Q1: 66,023 shares; 2025Q2: 60,967 shares; 2025Q3: 58,388 shares; 2025Q4: 54,952 shares; 2026Q1: 54,015 shares 54,015 $15.5M 2.44% -937 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,763 shares; 2025Q4: 254,603 shares; 2026Q1: 366,692 shares 366,692 $15M 2.35% +112,089 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,382 shares; 2024Q3: 27,161 shares; 2024Q4: 27,080 shares; 2025Q1: 37,063 shares; 2025Q2: 40,585 shares; 2025Q3: 40,505 shares; 2025Q4: 40,482 shares; 2026Q1: 40,279 shares 40,279 $12.5M 1.97% -203 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 69,535 shares; 2024Q3: 61,353 shares; 2024Q4: 53,979 shares; 2025Q1: 53,127 shares; 2025Q2: 49,781 shares; 2025Q3: 49,843 shares; 2025Q4: 56,076 shares; 2026Q1: 48,458 shares 48,458 $11.8M 1.86% -7,618 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,930 shares; 2025Q1: not reported; 2025Q2: 43,574 shares; 2025Q3: 56,710 shares; 2025Q4: 53,861 shares; 2026Q1: 49,013 shares 49,013 $10.5M 1.64% -4,848 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 173,088 shares; 2024Q3: 168,539 shares; 2024Q4: 113,607 shares; 2025Q1: 124,934 shares; 2025Q2: 126,229 shares; 2025Q3: 103,098 shares; 2025Q4: 108,526 shares; 2026Q1: 95,484 shares 95,484 $10.3M 1.62% -13,042 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; 2024Q2: 174,410 shares; 2024Q3: 177,147 shares; 2024Q4: 173,794 shares; 2025Q1: 167,764 shares; 2025Q2: 165,177 shares; 2025Q3: 158,965 shares; 2025Q4: 154,904 shares; 2026Q1: 129,850 shares 129,850 $10.1M 1.58% -25,054 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 396,742 shares; 2024Q3: 416,520 shares; 2024Q4: 440,742 shares; 2025Q1: 551,750 shares; 2025Q2: 545,935 shares; 2025Q3: 548,235 shares; 2025Q4: 535,493 shares; 2026Q1: 724,473 shares 724,473 $9.53M 1.5% +188,980 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 57,748 shares; 2024Q3: 50,882 shares; 2024Q4: 51,197 shares; 2025Q1: 51,051 shares; 2025Q2: 58,283 shares; 2025Q3: 58,081 shares; 2025Q4: 59,537 shares; 2026Q1: 59,852 shares 59,852 $9.29M 1.46% +315 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; 2024Q2: 104,171 shares; 2024Q3: 100,520 shares; 2024Q4: 97,601 shares; 2025Q1: 100,002 shares; 2025Q2: 96,312 shares; 2025Q3: 96,449 shares; 2025Q4: 81,493 shares; 2026Q1: 98,098 shares 98,098 $9.11M 1.43% +16,605 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,935 shares; 2024Q3: 36,778 shares; 2024Q4: 48,383 shares; 2025Q1: 49,274 shares; 2025Q2: 66,560 shares; 2025Q3: 66,752 shares; 2025Q4: 69,078 shares; 2026Q1: 88,802 shares 88,802 $8.57M 1.35% +19,724 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; 2024Q2: 2,067 shares; 2024Q3: 2,342 shares; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 2,442 shares; 2025Q3: 2,454 shares; 2025Q4: 2,442 shares; 2026Q1: 17,088 shares 17,088 $8.19M 1.29% +14,646 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; 2024Q2: 35,181 shares; 2024Q3: 33,284 shares; 2024Q4: 31,051 shares; 2025Q1: 29,157 shares; 2025Q2: 28,578 shares; 2025Q3: 28,857 shares; 2025Q4: 28,517 shares; 2026Q1: 28,399 shares 28,399 $8.06M 1.27% -118 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; 2024Q2: 35,789 shares; 2024Q3: 35,755 shares; 2024Q4: 34,594 shares; 2025Q1: 41,410 shares; 2025Q2: 38,820 shares; 2025Q3: 36,891 shares; 2025Q4: 37,367 shares; 2026Q1: 35,157 shares 35,157 $7.95M 1.25% -2,210 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; 2024Q2: 155,759 shares; 2024Q3: 127,708 shares; 2024Q4: 127,677 shares; 2025Q1: 131,364 shares; 2025Q2: 132,486 shares; 2025Q3: 137,926 shares; 2025Q4: 136,074 shares; 2026Q1: 145,754 shares 145,754 $7.32M 1.15% +9,680 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; 2024Q2: 42,890 shares; 2024Q3: 43,577 shares; 2024Q4: 43,412 shares; 2025Q1: 52,574 shares; 2025Q2: 46,769 shares; 2025Q3: 48,014 shares; 2025Q4: 50,009 shares; 2026Q1: 44,057 shares 44,057 $7.28M 1.14% -5,952 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; 2024Q2: 4,373 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,870 shares; 2025Q3: 117,204 shares; 2025Q4: 122,416 shares; 2026Q1: 123,006 shares 123,006 $7.23M 1.14% +590 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 84,378 shares; 2024Q3: 84,716 shares; 2024Q4: 82,211 shares; 2025Q1: 79,335 shares; 2025Q2: 79,312 shares; 2025Q3: 66,764 shares; 2025Q4: 66,197 shares; 2026Q1: 63,090 shares 63,090 $7.16M 1.12% -3,107 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; 2024Q2: 48,633 shares; 2024Q3: 47,970 shares; 2024Q4: 46,254 shares; 2025Q1: 39,935 shares; 2025Q2: 34,198 shares; 2025Q3: 28,652 shares; 2025Q4: 28,469 shares; 2026Q1: 29,199 shares 29,199 $7.08M 1.11% +730 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; 2024Q2: 358,225 shares; 2024Q3: 289,434 shares; 2024Q4: 286,539 shares; 2025Q1: 272,882 shares; 2025Q2: 233,912 shares; 2025Q3: 233,677 shares; 2025Q4: 243,225 shares; 2026Q1: 243,152 shares 243,152 $7.05M 1.11% -73 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; 2024Q2: not reported; 2024Q3: 95,294 shares; 2024Q4: 82,001 shares; 2025Q1: 73,058 shares; 2025Q2: 70,339 shares; 2025Q3: 62,089 shares; 2025Q4: 55,559 shares; 2026Q1: 47,384 shares 47,384 $6.93M 1.09% -8,175 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,624 shares; 2024Q3: 31,523 shares; 2024Q4: 31,134 shares; 2025Q1: 30,042 shares; 2025Q2: 28,820 shares; 2025Q3: 28,586 shares; 2025Q4: 28,114 shares; 2026Q1: 22,905 shares 22,905 $6.76M 1.06% -5,209 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,125 shares; 2024Q3: 34,724 shares; 2024Q4: 34,247 shares; 2025Q1: 40,645 shares; 2025Q2: 39,556 shares; 2025Q3: 37,895 shares; 2025Q4: 75,097 shares; 2026Q1: 60,290 shares 60,290 $6.57M 1.03% -14,807 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; 2024Q2: 35,253 shares; 2024Q3: 34,516 shares; 2024Q4: 32,475 shares; 2025Q1: 31,585 shares; 2025Q2: 37,189 shares; 2025Q3: 29,656 shares; 2025Q4: 29,623 shares; 2026Q1: 30,587 shares 30,587 $6.37M 1% +964 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; 2024Q2: 9,377 shares; 2024Q3: 9,314 shares; 2024Q4: 8,994 shares; 2025Q1: 9,155 shares; 2025Q2: 9,282 shares; 2025Q3: 13,423 shares; 2025Q4: 13,727 shares; 2026Q1: 10,488 shares 10,488 $6.34M 1% -3,239 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 50,718 shares; 2024Q3: 50,614 shares; 2024Q4: 50,294 shares; 2025Q1: 47,682 shares; 2025Q2: 46,071 shares; 2025Q3: 44,695 shares; 2025Q4: 43,323 shares; 2026Q1: 43,529 shares 43,529 $6.32M 0.99% +206 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; 2024Q2: 12,155 shares; 2024Q3: 13,021 shares; 2024Q4: 9,688 shares; 2025Q1: 16,183 shares; 2025Q2: 16,371 shares; 2025Q3: 24,879 shares; 2025Q4: 25,323 shares; 2026Q1: 25,819 shares 25,819 $6.26M 0.98% +496 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,849 shares; 2025Q1: 14,861 shares; 2025Q2: 29,527 shares; 2025Q3: 25,971 shares; 2025Q4: 33,185 shares; 2026Q1: 33,610 shares 33,610 $6.16M 0.97% +425 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; 2024Q2: 263,284 shares; 2024Q3: 261,706 shares; 2024Q4: 244,471 shares; 2025Q1: 235,346 shares; 2025Q2: 234,247 shares; 2025Q3: 235,967 shares; 2025Q4: 235,733 shares; 2026Q1: 183,668 shares 183,668 $6.16M 0.97% -52,065 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 1,914 shares; 2025Q4: 2,960 shares; 2026Q1: 47,815 shares 47,815 $6.13M 0.96% +44,855 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,619 shares; 2024Q3: 25,773 shares; 2024Q4: 25,247 shares; 2025Q1: 24,844 shares; 2025Q2: 21,568 shares; 2025Q3: 19,572 shares; 2025Q4: 19,652 shares; 2026Q1: 20,034 shares 20,034 $6.06M 0.95% +382 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,037 shares; 2024Q3: 21,266 shares; 2024Q4: 20,736 shares; 2025Q1: 20,674 shares; 2025Q2: 23,724 shares; 2025Q3: 25,779 shares; 2025Q4: 18,157 shares; 2026Q1: 18,542 shares 18,542 $6.04M 0.95% +385 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,383 shares; 2024Q3: 3,418 shares; 2024Q4: 3,345 shares; 2025Q1: 22,726 shares; 2025Q2: 25,558 shares; 2025Q3: 34,470 shares; 2025Q4: 35,350 shares; 2026Q1: 35,610 shares 35,610 $6.02M 0.95% +260 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; 2024Q2: 73,859 shares; 2024Q3: 79,493 shares; 2024Q4: 76,622 shares; 2025Q1: 80,718 shares; 2025Q2: 80,918 shares; 2025Q3: 78,548 shares; 2025Q4: 76,621 shares; 2026Q1: 82,810 shares 82,810 $5.95M 0.93% +6,189 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,290 shares; 2024Q3: 7,125 shares; 2024Q4: 6,416 shares; 2025Q1: 6,541 shares; 2025Q2: 5,984 shares; 2025Q3: 6,308 shares; 2025Q4: 7,413 shares; 2026Q1: 33,564 shares 33,564 $5.85M 0.92% +26,151 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,568 shares; 2024Q3: 6,512 shares; 2024Q4: 6,512 shares; 2025Q1: 6,362 shares; 2025Q2: 6,362 shares; 2025Q3: 9,160 shares; 2025Q4: 9,160 shares; 2026Q1: 79,703 shares 79,703 $5.77M 0.91% +70,543 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; 2024Q2: 1,349 shares; 2024Q3: 1,428 shares; 2024Q4: 1,430 shares; 2025Q1: 5,731 shares; 2025Q2: 5,856 shares; 2025Q3: 5,506 shares; 2025Q4: 7,367 shares; 2026Q1: 10,030 shares 10,030 $5.74M 0.9% +2,663 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 86,663 shares; 2024Q3: 63,462 shares; 2024Q4: 64,128 shares; 2025Q1: 94,995 shares; 2025Q2: 95,678 shares; 2025Q3: 102,963 shares; 2025Q4: 110,331 shares; 2026Q1: 111,381 shares 111,381 $5.72M 0.9% +1,050 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 164,314 shares; 2024Q3: 137,457 shares; 2024Q4: 133,668 shares; 2025Q1: 67,037 shares; 2025Q2: 49,665 shares; 2025Q3: 47,531 shares; 2025Q4: 46,042 shares; 2026Q1: 46,005 shares 46,005 $5.72M 0.9% -37 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 64,061 shares; 2024Q3: 64,945 shares; 2024Q4: 65,310 shares; 2025Q1: 64,356 shares; 2025Q2: 64,577 shares; 2025Q3: 64,500 shares; 2025Q4: 64,728 shares; 2026Q1: 65,356 shares 65,356 $5.66M 0.89% +628 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144,397 shares; 2025Q3: 159,705 shares; 2025Q4: 153,851 shares; 2026Q1: 227,815 shares 227,815 $5.57M 0.87% +73,964 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164,275 shares 164,275 $5.45M 0.86% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,880 shares; 2024Q3: 46,476 shares; 2024Q4: 46,296 shares; 2025Q1: 46,977 shares; 2025Q2: 47,433 shares; 2025Q3: 47,468 shares; 2025Q4: 43,778 shares; 2026Q1: 44,877 shares 44,877 $5.15M 0.81% +1,099 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,159 shares; 2024Q3: 32,169 shares; 2024Q4: 32,224 shares; 2025Q1: 32,103 shares; 2025Q2: 30,496 shares; 2025Q3: 30,788 shares; 2025Q4: 30,953 shares; 2026Q1: 29,865 shares 29,865 $5.07M 0.8% -1,088 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 58,959 shares; 2024Q3: 81,598 shares; 2024Q4: 81,334 shares; 2025Q1: 78,695 shares; 2025Q2: 76,891 shares; 2025Q3: 79,180 shares; 2025Q4: 77,444 shares; 2026Q1: 77,439 shares 77,439 $5.06M 0.79% -5 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 67,286 shares; 2024Q3: 70,051 shares; 2024Q4: 68,112 shares; 2025Q1: 68,739 shares; 2025Q2: 68,180 shares; 2025Q3: 71,703 shares; 2025Q4: 77,833 shares; 2026Q1: 79,365 shares 79,365 $5.05M 0.79% +1,532 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; 2024Q2: 10,887 shares; 2024Q3: 13,604 shares; 2024Q4: 12,868 shares; 2025Q1: 11,401 shares; 2025Q2: 11,797 shares; 2025Q3: 9,379 shares; 2025Q4: 9,322 shares; 2026Q1: 8,724 shares 8,724 $5.04M 0.79% -598 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; 2024Q2: 37,087 shares; 2024Q3: 36,975 shares; 2024Q4: 36,899 shares; 2025Q1: 36,607 shares; 2025Q2: 34,141 shares; 2025Q3: 34,587 shares; 2025Q4: 34,460 shares; 2026Q1: 34,005 shares 34,005 $4.91M 0.77% -455 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,628 shares; 2024Q3: 29,427 shares; 2024Q4: 29,321 shares; 2025Q1: 27,718 shares; 2025Q2: 22,729 shares; 2025Q3: 22,930 shares; 2025Q4: 22,464 shares; 2026Q1: 22,010 shares 22,010 $4.79M 0.75% -454 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; 2024Q2: 4,594 shares; 2024Q3: 3,989 shares; 2024Q4: 3,989 shares; 2025Q1: 53,383 shares; 2025Q2: 53,100 shares; 2025Q3: 71,822 shares; 2025Q4: 72,219 shares; 2026Q1: 72,025 shares 72,025 $4.69M 0.74% -194 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,830 shares 203,830 $4.58M 0.72% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,444 shares; 2024Q3: 5,398 shares; 2024Q4: 5,289 shares; 2025Q1: 5,253 shares; 2025Q2: 4,951 shares; 2025Q3: 4,957 shares; 2025Q4: 5,025 shares; 2026Q1: 4,904 shares 4,904 $4.39M 0.69% -121 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 20,573 shares; 2025Q4: 20,775 shares; 2026Q1: 32,712 shares 32,712 $4.13M 0.65% +11,937 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,514 shares; 2024Q3: 19,464 shares; 2024Q4: 24,456 shares; 2025Q1: 23,764 shares; 2025Q2: 14,967 shares; 2025Q3: 15,254 shares; 2025Q4: 14,304 shares; 2026Q1: 27,573 shares 27,573 $4.06M 0.64% +13,269 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 44,055 shares; 2024Q3: 44,524 shares; 2024Q4: 45,323 shares; 2025Q1: 67,840 shares; 2025Q2: 67,567 shares; 2025Q3: 49,910 shares; 2025Q4: 50,158 shares; 2026Q1: 53,524 shares 53,524 $3.85M 0.6% +3,366 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; 2024Q2: 62,698 shares; 2024Q3: 65,004 shares; 2024Q4: 63,527 shares; 2025Q1: 48,734 shares; 2025Q2: 48,242 shares; 2025Q3: 37,171 shares; 2025Q4: 38,185 shares; 2026Q1: 27,205 shares 27,205 $3.79M 0.6% -10,980 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,406 shares 26,406 $3.59M 0.56% new 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; 2024Q2: 11,057 shares; 2024Q3: 10,073 shares; 2024Q4: 9,968 shares; 2025Q1: 9,859 shares; 2025Q2: 9,806 shares; 2025Q3: 9,779 shares; 2025Q4: 8,082 shares; 2026Q1: 8,171 shares 8,171 $3.52M 0.55% +89 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 33,910 shares; 2024Q3: 33,844 shares; 2024Q4: 33,860 shares; 2025Q1: 31,343 shares; 2025Q2: 26,928 shares; 2025Q3: 26,699 shares; 2025Q4: 26,042 shares; 2026Q1: 27,558 shares 27,558 $3.43M 0.54% +1,516 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 59,600 shares; 2024Q3: 58,917 shares; 2024Q4: 58,537 shares; 2025Q1: 54,442 shares; 2025Q2: 51,939 shares; 2025Q3: 51,354 shares; 2025Q4: 50,254 shares; 2026Q1: 50,154 shares 50,154 $3.39M 0.53% -100 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,796 shares; 2025Q4: 17,714 shares; 2026Q1: 21,337 shares 21,337 $3.35M 0.53% +3,623 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,607 shares; 2024Q3: 11,547 shares; 2024Q4: 11,409 shares; 2025Q1: 11,818 shares; 2025Q2: 11,845 shares; 2025Q3: 12,241 shares; 2025Q4: 12,484 shares; 2026Q1: 13,245 shares 13,245 $3.22M 0.51% +761 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,656 shares; 2024Q3: 4,636 shares; 2024Q4: 4,576 shares; 2025Q1: 4,576 shares; 2025Q2: 4,241 shares; 2025Q3: 4,241 shares; 2025Q4: 4,375 shares; 2026Q1: 4,180 shares 4,180 $2.96M 0.46% -195 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,439 shares; 2024Q3: 35,890 shares; 2024Q4: 38,740 shares; 2025Q1: 37,494 shares; 2025Q2: 30,110 shares; 2025Q3: 31,224 shares; 2025Q4: 30,684 shares; 2026Q1: 28,980 shares 28,980 $2.81M 0.44% -1,704 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,425 shares; 2024Q3: 8,392 shares; 2024Q4: 8,234 shares; 2025Q1: 8,209 shares; 2025Q2: 8,199 shares; 2025Q3: 8,266 shares; 2025Q4: 8,252 shares; 2026Q1: 8,185 shares 8,185 $2.57M 0.4% -67 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,392 shares; 2025Q1: 11,892 shares; 2025Q2: 10,276 shares; 2025Q3: 10,276 shares; 2025Q4: 10,276 shares; 2026Q1: 10,159 shares 10,159 $2.52M 0.4% -117 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; 2024Q2: 8,417 shares; 2024Q3: 8,470 shares; 2024Q4: 8,530 shares; 2025Q1: 8,492 shares; 2025Q2: 7,553 shares; 2025Q3: 7,737 shares; 2025Q4: 7,715 shares; 2026Q1: 7,544 shares 7,544 $2.48M 0.39% -171 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,370 shares; 2024Q3: 9,704 shares; 2024Q4: 9,472 shares; 2025Q1: 9,676 shares; 2025Q2: 10,692 shares; 2025Q3: 11,488 shares; 2025Q4: 11,263 shares; 2026Q1: 11,633 shares 11,633 $2.41M 0.38% +370 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 233,324 shares; 2024Q3: 228,792 shares; 2024Q4: 226,048 shares; 2025Q1: 225,393 shares; 2025Q2: 77,818 shares; 2025Q3: 78,168 shares; 2025Q4: 78,168 shares; 2026Q1: 77,818 shares 77,818 $2.19M 0.34% -350 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,216 shares; 2024Q3: 8,158 shares; 2024Q4: 7,885 shares; 2025Q1: 7,851 shares; 2025Q2: 7,691 shares; 2025Q3: 7,723 shares; 2025Q4: 7,689 shares; 2026Q1: 7,571 shares 7,571 $2.15M 0.34% -118 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,554 shares; 2024Q3: 3,516 shares; 2024Q4: 3,504 shares; 2025Q1: 3,464 shares; 2025Q2: 3,425 shares; 2025Q3: 3,336 shares; 2025Q4: 3,279 shares; 2026Q1: 3,112 shares 3,112 $2.03M 0.32% -167 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,783 shares; 2024Q3: 23,267 shares; 2024Q4: 23,172 shares; 2025Q1: 22,698 shares; 2025Q2: 17,456 shares; 2025Q3: 16,726 shares; 2025Q4: 33,696 shares; 2026Q1: 32,826 shares 32,826 $2.01M 0.32% -870 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,825 shares 70,825 $1.93M 0.3% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,551 shares; 2024Q3: 24,781 shares; 2024Q4: 24,751 shares; 2025Q1: 23,623 shares; 2025Q2: 19,071 shares; 2025Q3: 18,879 shares; 2025Q4: 19,024 shares; 2026Q1: 18,658 shares 18,658 $1.92M 0.3% -366 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; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,961 shares; 2025Q4: 1,961 shares; 2026Q1: 3,012 shares 3,012 $1.8M 0.28% +1,051 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,205 shares; 2024Q3: 22,179 shares; 2024Q4: 22,154 shares; 2025Q1: 20,414 shares; 2025Q2: 11,509 shares; 2025Q3: 11,499 shares; 2025Q4: 11,399 shares; 2026Q1: 11,298 shares 11,298 $1.78M 0.28% -101 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; 2024Q2: 9,708 shares; 2024Q3: 9,331 shares; 2024Q4: 9,163 shares; 2025Q1: 9,038 shares; 2025Q2: 8,277 shares; 2025Q3: 8,274 shares; 2025Q4: 8,274 shares; 2026Q1: 8,234 shares 8,234 $1.71M 0.27% -40 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,697 shares; 2024Q3: 15,647 shares; 2024Q4: 15,647 shares; 2025Q1: 15,597 shares; 2025Q2: 15,597 shares; 2025Q3: 15,712 shares; 2025Q4: 15,712 shares; 2026Q1: 15,314 shares 15,314 $1.64M 0.26% -398 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,200 shares; 2024Q3: 7,200 shares; 2024Q4: 16,804 shares; 2025Q1: 13,204 shares; 2025Q2: 13,801 shares; 2025Q3: 13,801 shares; 2025Q4: 13,801 shares; 2026Q1: 17,416 shares 17,416 $1.44M 0.23% +3,615 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,667 shares; 2024Q3: 35,732 shares; 2024Q4: 42,357 shares; 2025Q1: 40,154 shares; 2025Q2: 30,044 shares; 2025Q3: 30,132 shares; 2025Q4: 26,922 shares; 2026Q1: 24,533 shares 24,533 $1.39M 0.22% -2,389 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; 2024Q2: 4,404 shares; 2024Q3: 4,404 shares; 2024Q4: 4,404 shares; 2025Q1: 4,404 shares; 2025Q2: 4,327 shares; 2025Q3: 4,327 shares; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares 4,327 $1.39M 0.22% 0 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; 2024Q2: 1,865 shares; 2024Q3: 1,815 shares; 2024Q4: 1,754 shares; 2025Q1: 1,616 shares; 2025Q2: 1,576 shares; 2025Q3: 1,566 shares; 2025Q4: 1,534 shares; 2026Q1: 1,531 shares 1,531 $1.34M 0.21% -3 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; 2024Q2: 1,936 shares; 2024Q3: 6,007 shares; 2024Q4: 8,184 shares; 2025Q1: 9,516 shares; 2025Q2: 3,609 shares; 2025Q3: 3,609 shares; 2025Q4: 3,609 shares; 2026Q1: 6,912 shares 6,912 $1.33M 0.21% +3,303 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,734 shares; 2024Q3: 6,621 shares; 2024Q4: 6,621 shares; 2025Q1: 6,621 shares; 2025Q2: 6,604 shares; 2025Q3: 6,587 shares; 2025Q4: 6,587 shares; 2026Q1: 6,639 shares 6,639 $1.32M 0.21% +52 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; 2024Q2: 2,466 shares; 2024Q3: 2,619 shares; 2024Q4: 2,466 shares; 2025Q1: 2,883 shares; 2025Q2: 2,847 shares; 2025Q3: 2,935 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares 2,925 $1.28M 0.2% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,857 shares; 2025Q4: 5,769 shares; 2026Q1: 7,131 shares 7,131 $1.25M 0.2% +1,362 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,604 shares; 2024Q3: 4,628 shares; 2024Q4: 4,588 shares; 2025Q1: 5,088 shares; 2025Q2: 5,865 shares; 2025Q3: 6,102 shares; 2025Q4: 6,075 shares; 2026Q1: 6,075 shares 6,075 $1.17M 0.18% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 127,938 shares; 2024Q3: 123,001 shares; 2024Q4: 117,090 shares; 2025Q1: 115,090 shares; 2025Q2: 82,493 shares; 2025Q3: 81,437 shares; 2025Q4: 74,798 shares; 2026Q1: 74,798 shares 74,798 $1.17M 0.18% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,589 shares; 2024Q3: 3,489 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,484 shares; 2025Q3: 3,472 shares; 2025Q4: 3,307 shares; 2026Q1: 3,266 shares 3,266 $1.17M 0.18% -41 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,396 shares; 2024Q3: 9,396 shares; 2024Q4: 38,148 shares; 2025Q1: 39,384 shares; 2025Q2: 39,384 shares; 2025Q3: 38,616 shares; 2025Q4: 38,616 shares; 2026Q1: 38,616 shares 38,616 $990K 0.16% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,968 shares; 2024Q3: 3,968 shares; 2024Q4: 3,968 shares; 2025Q1: 3,968 shares; 2025Q2: 3,968 shares; 2025Q3: 4,168 shares; 2025Q4: 4,168 shares; 2026Q1: 3,868 shares 3,868 $944K 0.15% -300 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; 2024Q2: 25,828 shares; 2024Q3: 24,792 shares; 2024Q4: 24,079 shares; 2025Q1: 23,049 shares; 2025Q2: 20,213 shares; 2025Q3: 20,813 shares; 2025Q4: 20,786 shares; 2026Q1: 24,610 shares 24,610 $916K 0.14% +3,824 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; 2024Q2: 11,663 shares; 2024Q3: 11,963 shares; 2024Q4: 11,813 shares; 2025Q1: 11,813 shares; 2025Q2: 11,819 shares; 2025Q3: 11,409 shares; 2025Q4: 11,409 shares; 2026Q1: 11,396 shares 11,396 $907K 0.14% -13 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,454 shares; 2024Q3: 2,872 shares; 2024Q4: 3,243 shares; 2025Q1: 3,068 shares; 2025Q2: 2,668 shares; 2025Q3: 2,668 shares; 2025Q4: 2,668 shares; 2026Q1: 3,146 shares 3,146 $902K 0.14% +478 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; 2024Q2: 3,102 shares; 2024Q3: 3,140 shares; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares; 2026Q1: 3,121 shares 3,121 $896K 0.14% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,822 shares; 2024Q3: 9,972 shares; 2024Q4: 9,737 shares; 2025Q1: 9,699 shares; 2025Q2: 9,551 shares; 2025Q3: 9,401 shares; 2025Q4: 9,276 shares; 2026Q1: 9,200 shares 9,200 $887K 0.14% -76 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; 2024Q2: 19,155 shares; 2024Q3: 18,872 shares; 2024Q4: 18,592 shares; 2025Q1: 17,352 shares; 2025Q2: 12,457 shares; 2025Q3: 12,423 shares; 2025Q4: 11,823 shares; 2026Q1: 11,528 shares 11,528 $877K 0.14% -295 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,397 shares; 2024Q3: 3,397 shares; 2024Q4: 3,397 shares; 2025Q1: 3,343 shares; 2025Q2: 2,813 shares; 2025Q3: 2,832 shares; 2025Q4: 2,813 shares; 2026Q1: 2,746 shares 2,746 $874K 0.14% -67 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; 2024Q2: 59,601 shares; 2024Q3: 44,909 shares; 2024Q4: 42,684 shares; 2025Q1: 30,955 shares; 2025Q2: 5,594 shares; 2025Q3: 5,622 shares; 2025Q4: 5,544 shares; 2026Q1: 5,468 shares 5,468 $873K 0.14% -76 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; 2024Q2: 52,663 shares; 2024Q3: 52,668 shares; 2024Q4: 51,794 shares; 2025Q1: 52,013 shares; 2025Q2: 51,955 shares; 2025Q3: 40,974 shares; 2025Q4: 41,578 shares; 2026Q1: 6,634 shares 6,634 $869K 0.14% -34,944 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,667 shares; 2024Q3: 16,665 shares; 2024Q4: 16,665 shares; 2025Q1: 16,715 shares; 2025Q2: 15,707 shares; 2025Q3: 15,823 shares; 2025Q4: 16,237 shares; 2026Q1: 16,237 shares 16,237 $858K 0.13% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,418 shares; 2024Q3: 15,953 shares; 2024Q4: 15,477 shares; 2025Q1: 15,441 shares; 2025Q2: 10,250 shares; 2025Q3: 9,650 shares; 2025Q4: 18,728 shares; 2026Q1: 17,158 shares 17,158 $787K 0.12% -1,570 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,767 shares; 2024Q3: 3,763 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,763 shares; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: 3,763 shares 3,763 $782K 0.12% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,347 shares; 2024Q3: 10,221 shares; 2024Q4: 9,117 shares; 2025Q1: 8,773 shares; 2025Q2: 8,307 shares; 2025Q3: 8,307 shares; 2025Q4: 8,286 shares; 2026Q1: 8,157 shares 8,157 $749K 0.12% -129 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,958 shares; 2026Q1: 21,958 shares 21,958 $707K 0.11% 0 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; 2024Q2: 4,230 shares; 2024Q3: 4,230 shares; 2024Q4: 4,229 shares; 2025Q1: 4,229 shares; 2025Q2: 3,119 shares; 2025Q3: 3,594 shares; 2025Q4: 3,594 shares; 2026Q1: 3,594 shares 3,594 $705K 0.11% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 155 shares; 2024Q3: 2,500 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 1,927 shares; 2025Q3: 2,052 shares; 2025Q4: 2,232 shares; 2026Q1: 2,275 shares 2,275 $704K 0.11% +43 Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,050 shares; 2024Q3: 41,050 shares; 2024Q4: 43,550 shares; 2025Q1: 43,550 shares; 2025Q2: 41,050 shares; 2025Q3: 41,050 shares; 2025Q4: 43,050 shares; 2026Q1: 43,050 shares 43,050 $703K 0.11% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,472 shares; 2024Q3: 6,111 shares; 2024Q4: 6,147 shares; 2025Q1: 5,997 shares; 2025Q2: 4,708 shares; 2025Q3: 4,506 shares; 2025Q4: 4,506 shares; 2026Q1: 4,506 shares 4,506 $701K 0.11% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,102 shares; 2024Q3: 3,369 shares; 2024Q4: 3,271 shares; 2025Q1: 2,704 shares; 2025Q2: 2,223 shares; 2025Q3: 2,235 shares; 2025Q4: 2,223 shares; 2026Q1: 2,123 shares 2,123 $698K 0.11% -100 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; 2024Q2: 7,846 shares; 2024Q3: 9,246 shares; 2024Q4: 9,246 shares; 2025Q1: 9,246 shares; 2025Q2: 8,566 shares; 2025Q3: 8,316 shares; 2025Q4: 8,278 shares; 2026Q1: 7,839 shares 7,839 $691K 0.11% -439 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; 2024Q2: 8,278 shares; 2024Q3: 8,391 shares; 2024Q4: 8,483 shares; 2025Q1: 7,876 shares; 2025Q2: 7,473 shares; 2025Q3: 7,492 shares; 2025Q4: 7,129 shares; 2026Q1: 7,129 shares 7,129 $687K 0.11% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,400 shares 1,400 $687K 0.11% -350 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,249 shares; 2025Q2: 1,403 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,827 shares 1,827 $679K 0.11% +314 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; 2024Q2: 2,078 shares; 2024Q3: 21,077 shares; 2024Q4: 21,616 shares; 2025Q1: 45,088 shares; 2025Q2: 45,650 shares; 2025Q3: 39,244 shares; 2025Q4: 39,746 shares; 2026Q1: 6,893 shares 6,893 $665K 0.1% -32,853 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; 2024Q2: 5,772 shares; 2024Q3: 5,772 shares; 2024Q4: 5,770 shares; 2025Q1: 5,770 shares; 2025Q2: 5,770 shares; 2025Q3: 5,770 shares; 2025Q4: 3,470 shares; 2026Q1: 3,470 shares 3,470 $658K 0.1% 0 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; 2024Q2: 4,719 shares; 2024Q3: 4,711 shares; 2024Q4: 4,710 shares; 2025Q1: 4,500 shares; 2025Q2: 4,450 shares; 2025Q3: 5,781 shares; 2025Q4: 5,760 shares; 2026Q1: 5,468 shares 5,468 $658K 0.1% -292 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,907 shares; 2024Q3: 3,876 shares; 2024Q4: 3,665 shares; 2025Q1: 3,517 shares; 2025Q2: 3,287 shares; 2025Q3: 3,287 shares; 2025Q4: 3,287 shares; 2026Q1: 3,152 shares 3,152 $654K 0.1% -135 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,833 shares; 2024Q3: 2,833 shares; 2024Q4: 2,783 shares; 2025Q1: 31,148 shares; 2025Q2: 31,765 shares; 2025Q3: 31,572 shares; 2025Q4: 31,450 shares; 2026Q1: 2,634 shares 2,634 $651K 0.1% -28,816 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; 2024Q2: 8,434 shares; 2024Q3: 8,730 shares; 2024Q4: 8,604 shares; 2025Q1: 9,551 shares; 2025Q2: 9,451 shares; 2025Q3: 9,313 shares; 2025Q4: 9,813 shares; 2026Q1: 9,795 shares 9,795 $646K 0.1% -18 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,210 shares; 2024Q3: 6,485 shares; 2024Q4: 6,485 shares; 2025Q1: 6,485 shares; 2025Q2: 6,492 shares; 2025Q3: 6,492 shares; 2025Q4: 6,992 shares; 2026Q1: 6,885 shares 6,885 $640K 0.1% -107 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 214,580 shares; 2024Q3: 213,451 shares; 2024Q4: 217,218 shares; 2025Q1: 49,909 shares; 2025Q2: 41,111 shares; 2025Q3: 37,763 shares; 2025Q4: 37,336 shares; 2026Q1: 36,840 shares 36,840 $635K 0.1% -496 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,970 shares; 2024Q3: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares; 2026Q1: 2,970 shares 2,970 $635K 0.1% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,550 shares; 2024Q3: 30,834 shares; 2024Q4: 30,086 shares; 2025Q1: 2,397 shares; 2025Q2: 2,312 shares; 2025Q3: 2,285 shares; 2025Q4: 2,269 shares; 2026Q1: 2,225 shares 2,225 $625K 0.1% -44 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $619K 0.1% 0 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; 2024Q2: 494 shares; 2024Q3: 494 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 614 shares; 2025Q4: 588 shares; 2026Q1: 646 shares 646 $594K 0.09% +58 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,918 shares; 2025Q1: 7,918 shares; 2025Q2: 7,918 shares; 2025Q3: 7,667 shares; 2025Q4: 7,667 shares; 2026Q1: 7,667 shares 7,667 $593K 0.09% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,550 shares; 2024Q4: 4,455 shares; 2025Q1: 4,381 shares; 2025Q2: 4,381 shares; 2025Q3: 4,196 shares; 2025Q4: 4,096 shares; 2026Q1: 4,321 shares 4,321 $588K 0.09% +225 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,086 shares; 2024Q3: 1,065 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,036 shares; 2025Q3: 1,061 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares 1,032 $581K 0.09% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,177 shares; 2024Q3: 2,124 shares; 2024Q4: 2,092 shares; 2025Q1: 2,007 shares; 2025Q2: 1,933 shares; 2025Q3: 1,815 shares; 2025Q4: 1,695 shares; 2026Q1: 1,652 shares 1,652 $581K 0.09% -43 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,279 shares; 2024Q3: 24,334 shares; 2024Q4: 24,334 shares; 2025Q1: 21,341 shares; 2025Q2: 14,705 shares; 2025Q3: 14,133 shares; 2025Q4: 13,526 shares; 2026Q1: 13,158 shares 13,158 $581K 0.09% -368 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; 2024Q2: 14,970 shares; 2024Q3: 16,245 shares; 2024Q4: 16,081 shares; 2025Q1: 15,881 shares; 2025Q2: 13,038 shares; 2025Q3: 13,063 shares; 2025Q4: 12,310 shares; 2026Q1: 11,878 shares 11,878 $579K 0.09% -432 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,486 shares; 2024Q3: 1,481 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,984 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares; 2026Q1: 1,983 shares 1,983 $578K 0.09% -1 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,095 shares; 2024Q3: 1,380 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,175 shares; 2025Q4: 1,075 shares; 2026Q1: 1,049 shares 1,049 $576K 0.09% -26 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,341 shares; 2025Q4: 5,341 shares; 2026Q1: 5,341 shares 5,341 $567K 0.09% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,132 shares 7,132 $543K 0.09% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,055 shares; 2024Q3: 5,264 shares; 2024Q4: 6,979 shares; 2025Q1: 6,793 shares; 2025Q2: 4,732 shares; 2025Q3: 4,732 shares; 2025Q4: 5,958 shares; 2026Q1: 6,087 shares 6,087 $540K 0.08% +129 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; 2024Q2: 6,293 shares; 2024Q3: 6,368 shares; 2024Q4: 6,293 shares; 2025Q1: 8,693 shares; 2025Q2: 8,076 shares; 2025Q3: 8,217 shares; 2025Q4: 8,707 shares; 2026Q1: 8,707 shares 8,707 $538K 0.08% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,460 shares; 2024Q3: 1,330 shares; 2024Q4: 3,454 shares; 2025Q1: 3,511 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 3,568 shares; 2026Q1: 3,568 shares 3,568 $523K 0.08% 0 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; 2024Q2: 1,809 shares; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,742 shares; 2025Q2: 1,276 shares; 2025Q3: 1,247 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares 1,242 $518K 0.08% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,532 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 4,332 shares; 2025Q4: 4,332 shares; 2026Q1: 4,828 shares 4,828 $512K 0.08% +496 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,578 shares; 2024Q3: 1,552 shares; 2024Q4: 1,504 shares; 2025Q1: 1,495 shares; 2025Q2: 2,129 shares; 2025Q3: 2,082 shares; 2025Q4: 1,781 shares; 2026Q1: 1,848 shares 1,848 $500K 0.08% +67 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,943 shares; 2024Q3: 2,935 shares; 2024Q4: 3,136 shares; 2025Q1: 4,074 shares; 2025Q2: 3,874 shares; 2025Q3: 4,137 shares; 2025Q4: 4,122 shares; 2026Q1: 3,874 shares 3,874 $499K 0.08% -248 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,848 shares; 2024Q3: 4,120 shares; 2024Q4: 4,078 shares; 2025Q1: 5,078 shares; 2025Q2: 5,078 shares; 2025Q3: 4,978 shares; 2025Q4: 4,978 shares; 2026Q1: 4,525 shares 4,525 $496K 0.08% -453 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,051 shares; 2024Q3: 6,051 shares; 2024Q4: 6,131 shares; 2025Q1: 6,107 shares; 2025Q2: 4,230 shares; 2025Q3: 4,204 shares; 2025Q4: 3,724 shares; 2026Q1: 3,724 shares 3,724 $492K 0.08% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $479K 0.08% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,834 shares; 2024Q3: 11,970 shares; 2024Q4: 11,652 shares; 2025Q1: 11,493 shares; 2025Q2: 11,493 shares; 2025Q3: 11,493 shares; 2025Q4: 11,739 shares; 2026Q1: 10,912 shares 10,912 $439K 0.07% -827 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 48,438 shares; 2024Q3: 40,404 shares; 2024Q4: 40,025 shares; 2025Q1: 39,894 shares; 2025Q2: 26,499 shares; 2025Q3: 26,757 shares; 2025Q4: 27,878 shares; 2026Q1: 3,550 shares 3,550 $434K 0.07% -24,328 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; 2024Q2: 9,004 shares; 2024Q3: 8,854 shares; 2024Q4: 8,006 shares; 2025Q1: 7,814 shares; 2025Q2: 5,831 shares; 2025Q3: 6,261 shares; 2025Q4: 6,495 shares; 2026Q1: 6,820 shares 6,820 $414K 0.06% +325 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 5,451 shares; 2024Q4: 5,530 shares; 2025Q1: 5,530 shares; 2025Q2: not reported; 2025Q3: 12,922 shares; 2025Q4: 12,096 shares; 2026Q1: 13,887 shares 13,887 $399K 0.06% +1,791 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,494 shares; 2025Q2: 19,206 shares; 2025Q3: 19,206 shares; 2025Q4: 23,954 shares; 2026Q1: 22,991 shares 22,991 $398K 0.06% -963 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,964 shares; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $380K 0.06% 0 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; 2024Q2: 7,472 shares; 2024Q3: 7,496 shares; 2024Q4: 7,472 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,713 shares; 2025Q4: 6,525 shares; 2026Q1: 6,525 shares 6,525 $367K 0.06% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,180 shares; 2025Q3: 8,778 shares; 2025Q4: 7,893 shares; 2026Q1: 9,428 shares 9,428 $362K 0.06% +1,535 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; 2024Q2: 2,744 shares; 2024Q3: 3,061 shares; 2024Q4: 2,836 shares; 2025Q1: 2,836 shares; 2025Q2: 2,578 shares; 2025Q3: 2,610 shares; 2025Q4: 2,878 shares; 2026Q1: 2,700 shares 2,700 $354K 0.06% -178 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; 2024Q2: 1,470 shares; 2024Q3: 1,372 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares 1,347 $351K 0.06% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,712 shares; 2024Q3: 4,645 shares; 2024Q4: 4,342 shares; 2025Q1: 4,313 shares; 2025Q2: 4,308 shares; 2025Q3: 4,198 shares; 2025Q4: 4,198 shares; 2026Q1: 4,198 shares 4,198 $343K 0.05% 0 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; 2024Q2: 1,224 shares; 2024Q3: 1,224 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,224 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $333K 0.05% 0 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; 2024Q2: 2,661 shares; 2024Q3: 3,036 shares; 2024Q4: 2,825 shares; 2025Q1: 3,430 shares; 2025Q2: 3,204 shares; 2025Q3: 3,134 shares; 2025Q4: 3,084 shares; 2026Q1: 3,289 shares 3,289 $324K 0.05% +205 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,983 shares; 2024Q3: 1,852 shares; 2024Q4: 1,811 shares; 2025Q1: 1,795 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,586 shares; 2026Q1: 1,582 shares 1,582 $321K 0.05% -4 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,424 shares; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares; 2026Q1: 3,168 shares 3,168 $319K 0.05% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,565 shares; 2024Q3: 7,065 shares; 2024Q4: 6,296 shares; 2025Q1: 6,296 shares; 2025Q2: 6,296 shares; 2025Q3: 5,815 shares; 2025Q4: 5,815 shares; 2026Q1: 5,815 shares 5,815 $315K 0.05% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,147 shares; 2024Q4: 6,498 shares; 2025Q1: 6,198 shares; 2025Q2: 6,199 shares; 2025Q3: 6,101 shares; 2025Q4: 5,984 shares; 2026Q1: 5,984 shares 5,984 $303K 0.05% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,363 shares; 2024Q3: 4,363 shares; 2024Q4: 4,352 shares; 2025Q1: 3,782 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,340 shares; 2026Q1: 3,233 shares 3,233 $294K 0.05% -107 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; 2024Q2: 364 shares; 2024Q3: 622 shares; 2024Q4: 596 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 596 shares; 2025Q4: 592 shares; 2026Q1: 592 shares 592 $291K 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 227 shares; 2025Q1: 232 shares; 2025Q2: 235 shares; 2025Q3: 242 shares; 2025Q4: 2,550 shares; 2026Q1: 3,021 shares 3,021 $290K 0.05% +471 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 840 shares 840 $288K 0.05% -115 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,349 shares; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,092 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares 1,092 $286K 0.04% 0 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,000 shares; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $281K 0.04% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,455 shares; 2024Q3: 20,487 shares; 2024Q4: 20,274 shares; 2025Q1: 20,202 shares; 2025Q2: 14,949 shares; 2025Q3: 14,833 shares; 2025Q4: 14,794 shares; 2026Q1: 14,323 shares 14,323 $275K 0.04% -471 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 520 shares; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 527 shares; 2025Q4: 520 shares; 2026Q1: 554 shares 554 $275K 0.04% +34 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; 2024Q2: 1,506 shares; 2024Q3: 1,456 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,468 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,413 shares 1,413 $274K 0.04% +45 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,098 shares; 2024Q3: 1,082 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $274K 0.04% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,142 shares; 2024Q3: 57,143 shares; 2024Q4: 54,704 shares; 2025Q1: 50,034 shares; 2025Q2: 47,258 shares; 2025Q3: 44,862 shares; 2025Q4: 40,485 shares; 2026Q1: 2,158 shares 2,158 $272K 0.04% -38,327 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,332 shares; 2026Q1: 1,329 shares 1,329 $270K 0.04% -3 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,867 shares; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,983 shares 2,983 $270K 0.04% +116 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,320 shares; 2024Q3: 26,494 shares; 2024Q4: 26,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,856 shares 1,856 $268K 0.04% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,989 shares 1,989 $264K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,643 shares; 2024Q3: 1,643 shares; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: not reported; 2025Q3: 1,682 shares; 2025Q4: not reported; 2026Q1: 1,442 shares 1,442 $263K 0.04% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,101 shares; 2024Q3: 4,036 shares; 2024Q4: 4,028 shares; 2025Q1: 4,005 shares; 2025Q2: 4,005 shares; 2025Q3: 3,655 shares; 2025Q4: 3,655 shares; 2026Q1: 3,702 shares 3,702 $262K 0.04% +47 Timeline SPLV 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,100 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 3,450 shares; 2026Q1: 3,378 shares 3,378 $247K 0.04% -72 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,511 shares; 2024Q3: 1,520 shares; 2024Q4: 1,492 shares; 2025Q1: 78 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $247K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,451 shares; 2024Q3: 1,417 shares; 2024Q4: 1,190 shares; 2025Q1: 1,205 shares; 2025Q2: 1,206 shares; 2025Q3: 1,305 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $240K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares 1,309 $239K 0.04% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,002 shares; 2026Q1: 3,017 shares 3,017 $236K 0.04% +15 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,374 shares 2,374 $236K 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,209 shares; 2026Q1: 4,209 shares 4,209 $232K 0.04% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,077 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,515 shares; 2026Q1: 2,065 shares 2,065 $229K 0.04% -450 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,744 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,644 shares 2,644 $225K 0.04% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares 1,485 $216K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,575 shares 2,575 $216K 0.03% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,662 shares; 2025Q2: 2,510 shares; 2025Q3: 2,348 shares; 2025Q4: 2,110 shares; 2026Q1: 2,248 shares 2,248 $211K 0.03% +138 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,596 shares 1,596 $209K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,541 shares; 2024Q3: 2,128 shares; 2024Q4: 2,000 shares; 2025Q1: 1,975 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,686 shares 1,686 $204K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 514 shares 514 $201K 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,006 shares; 2024Q4: 2,527 shares; 2025Q1: 2,015 shares; 2025Q2: not reported; 2025Q3: 1,015 shares; 2025Q4: 1,002 shares; 2026Q1: 957 shares 957 $200K 0.03% -45 Timeline FTOH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,140 shares 17,140 $143K 0.02% new Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 155,800 shares; 2024Q3: 155,800 shares; 2024Q4: 155,800 shares; 2025Q1: 155,800 shares; 2025Q2: 155,800 shares; 2025Q3: 155,800 shares; 2025Q4: 155,800 shares; 2026Q1: 155,800 shares 155,800 $99.9K 0.02% 0 Timeline