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: 877,618 shares; 2024Q4: 878,973 shares; 2025Q1: 902,459 shares; 2025Q2: 902,062 shares; 2025Q3: 807,129 shares; 2025Q4: 788,902 shares; 2026Q1: 797,187 shares; 2026Q2: 794,853 shares 794,853 $294M 22.81% -2,334 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657,693 shares; 2024Q4: 1,664,076 shares; 2025Q1: 1,710,950 shares; 2025Q2: 1,703,005 shares; 2025Q3: 1,520,975 shares; 2025Q4: 1,513,690 shares; 2026Q1: 1,556,046 shares; 2026Q2: 1,567,578 shares 1,567,578 $151M 11.74% +11,532 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,112 shares; 2024Q4: 203,157 shares; 2025Q1: 205,734 shares; 2025Q2: 205,395 shares; 2025Q3: 187,768 shares; 2025Q4: 182,074 shares; 2026Q1: 183,308 shares; 2026Q2: 731,884 shares 731,884 $90.9M 7.05% +548,576 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529,655 shares; 2024Q4: 533,412 shares; 2025Q1: 569,509 shares; 2025Q2: 562,741 shares; 2025Q3: 499,418 shares; 2025Q4: 492,711 shares; 2026Q1: 500,941 shares; 2026Q2: 502,002 shares 502,002 $74.5M 5.77% +1,061 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,403 shares; 2024Q4: 287,455 shares; 2025Q1: 296,034 shares; 2025Q2: 295,296 shares; 2025Q3: 265,429 shares; 2025Q4: 262,423 shares; 2026Q1: 266,206 shares; 2026Q2: 265,835 shares 265,835 $64.4M 5% -371 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898,495 shares; 2024Q4: 904,501 shares; 2025Q1: 936,380 shares; 2025Q2: 937,050 shares; 2025Q3: 824,026 shares; 2025Q4: 822,044 shares; 2026Q1: 835,155 shares; 2026Q2: 839,061 shares 839,061 $63.6M 4.93% +3,906 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749,645 shares; 2024Q4: 754,722 shares; 2025Q1: 793,501 shares; 2025Q2: 790,118 shares; 2025Q3: 704,170 shares; 2025Q4: 696,772 shares; 2026Q1: 707,534 shares; 2026Q2: 711,692 shares 711,692 $54.9M 4.26% +4,158 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,275 shares; 2024Q4: 416,621 shares; 2025Q1: 379,765 shares; 2025Q2: 356,904 shares; 2025Q3: 363,294 shares; 2025Q4: 381,535 shares; 2026Q1: 375,696 shares; 2026Q2: 388,636 shares 388,636 $38.5M 2.98% +12,940 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: 42,854 shares; 2024Q4: 42,830 shares; 2025Q1: 43,995 shares; 2025Q2: 43,995 shares; 2025Q3: 43,791 shares; 2025Q4: 43,791 shares; 2026Q1: 43,754 shares; 2026Q2: 43,684 shares 43,684 $32.6M 2.53% -70 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,912 shares; 2024Q4: 376,088 shares; 2025Q1: 393,819 shares; 2025Q2: 394,491 shares; 2025Q3: 374,233 shares; 2025Q4: 361,311 shares; 2026Q1: 361,311 shares; 2026Q2: 340,189 shares 340,189 $21.5M 1.67% -21,122 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: 81,760 shares; 2024Q4: 84,189 shares; 2025Q1: 90,986 shares; 2025Q2: 101,713 shares; 2025Q3: 93,654 shares; 2025Q4: 94,501 shares; 2026Q1: 99,950 shares; 2026Q2: 102,546 shares 102,546 $20.5M 1.59% +2,596 Timeline JPST 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; 2024Q3: 201,911 shares; 2024Q4: 206,520 shares; 2025Q1: 207,948 shares; 2025Q2: 197,067 shares; 2025Q3: 202,797 shares; 2025Q4: 217,698 shares; 2026Q1: 349,703 shares; 2026Q2: 363,803 shares 363,803 $18.4M 1.43% +14,100 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: 58,144 shares; 2024Q4: 58,728 shares; 2025Q1: 61,193 shares; 2025Q2: 59,631 shares; 2025Q3: 56,477 shares; 2025Q4: 56,928 shares; 2026Q1: 59,469 shares; 2026Q2: 59,954 shares 59,954 $17.3M 1.35% +485 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: 36,742 shares; 2024Q4: 38,053 shares; 2025Q1: 40,983 shares; 2025Q2: 39,937 shares; 2025Q3: 36,835 shares; 2025Q4: 37,823 shares; 2026Q1: 41,647 shares; 2026Q2: 41,248 shares 41,248 $15.6M 1.21% -399 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: 36,444 shares; 2024Q4: 37,275 shares; 2025Q1: 39,630 shares; 2025Q2: 40,748 shares; 2025Q3: 38,376 shares; 2025Q4: 38,978 shares; 2026Q1: 42,161 shares; 2026Q2: 43,589 shares 43,589 $15.6M 1.21% +1,428 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,361 shares; 2024Q4: 22,474 shares; 2025Q1: 24,301 shares; 2025Q2: 27,680 shares; 2025Q3: 25,956 shares; 2025Q4: 26,740 shares; 2026Q1: 30,050 shares; 2026Q2: 28,808 shares 28,808 $14.1M 1.1% -1,242 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,585 shares; 2025Q1: 31,433 shares; 2025Q2: 29,280 shares; 2025Q3: 26,211 shares; 2025Q4: 26,859 shares; 2026Q1: 30,841 shares; 2026Q2: 32,515 shares 32,515 $14.1M 1.09% +1,674 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: 30,907 shares; 2024Q4: 31,355 shares; 2025Q1: 33,072 shares; 2025Q2: 33,950 shares; 2025Q3: 31,583 shares; 2025Q4: 32,107 shares; 2026Q1: 35,340 shares; 2026Q2: 36,121 shares 36,121 $11.8M 0.92% +781 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: 59,415 shares; 2025Q1: 64,524 shares; 2025Q2: 65,876 shares; 2025Q3: 57,092 shares; 2025Q4: 59,041 shares; 2026Q1: 66,173 shares; 2026Q2: 68,750 shares 68,750 $11.7M 0.91% +2,577 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,746 shares; 2024Q4: 12,794 shares; 2025Q1: 13,352 shares; 2025Q2: 14,628 shares; 2025Q3: 13,845 shares; 2025Q4: 14,111 shares; 2026Q1: 15,527 shares; 2026Q2: 15,594 shares 15,594 $11.2M 0.87% +67 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: 5,894 shares; 2024Q4: 6,015 shares; 2025Q1: 6,530 shares; 2025Q2: 6,180 shares; 2025Q3: 5,601 shares; 2025Q4: 5,719 shares; 2026Q1: 6,416 shares; 2026Q2: 6,642 shares 6,642 $7.97M 0.62% +226 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,822 shares; 2026Q2: 150,171 shares 150,171 $7.54M 0.59% +17,349 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,335 shares; 2024Q4: 20,335 shares; 2025Q1: 20,335 shares; 2025Q2: 20,335 shares; 2025Q3: 20,335 shares; 2025Q4: 20,335 shares; 2026Q1: 20,335 shares; 2026Q2: 20,335 shares 20,335 $6.97M 0.54% 0 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: 18,335 shares; 2024Q4: 18,548 shares; 2025Q1: 19,306 shares; 2025Q2: 18,123 shares; 2025Q3: 18,803 shares; 2025Q4: 17,678 shares; 2026Q1: 18,047 shares; 2026Q2: 18,644 shares 18,644 $6.95M 0.54% +597 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,285 shares; 2024Q4: 13,285 shares; 2025Q1: 13,135 shares; 2025Q2: 18,249 shares; 2025Q3: 18,249 shares; 2025Q4: 36,498 shares; 2026Q1: 36,498 shares; 2026Q2: 36,498 shares 36,498 $6.95M 0.54% 0 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: 5,873 shares; 2024Q4: 5,873 shares; 2025Q1: 5,873 shares; 2025Q2: 5,873 shares; 2025Q3: 5,873 shares; 2025Q4: 5,873 shares; 2026Q1: 6,474 shares; 2026Q2: 8,639 shares 8,639 $6.47M 0.5% +2,165 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,162 shares; 2025Q1: 43,532 shares; 2025Q2: 43,042 shares; 2025Q3: 43,656 shares; 2025Q4: 45,130 shares; 2026Q1: 52,980 shares; 2026Q2: 54,736 shares 54,736 $5.89M 0.46% +1,756 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,361 shares; 2024Q4: 41,999 shares; 2025Q1: 45,303 shares; 2025Q2: 38,852 shares; 2025Q3: 34,915 shares; 2025Q4: 35,927 shares; 2026Q1: 40,051 shares; 2026Q2: 41,453 shares 41,453 $5.8M 0.45% +1,402 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,817 shares; 2024Q4: 13,224 shares; 2025Q1: 14,148 shares; 2025Q2: 13,433 shares; 2025Q3: 11,623 shares; 2025Q4: 11,959 shares; 2026Q1: 13,374 shares; 2026Q2: 13,874 shares 13,874 $5.51M 0.43% +500 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: 59,232 shares; 2024Q4: 60,947 shares; 2025Q1: 65,965 shares; 2025Q2: 71,543 shares; 2025Q3: 69,648 shares; 2025Q4: 71,291 shares; 2026Q1: 77,650 shares; 2026Q2: 80,030 shares 80,030 $4.56M 0.35% +2,380 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,581 shares; 2025Q3: 17,203 shares; 2025Q4: 17,808 shares; 2026Q1: 19,645 shares; 2026Q2: 20,457 shares 20,457 $4.56M 0.35% +812 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,255 shares; 2024Q4: 13,585 shares; 2025Q1: 14,559 shares; 2025Q2: 15,612 shares; 2025Q3: 13,344 shares; 2025Q4: 13,742 shares; 2026Q1: 15,341 shares; 2026Q2: 16,022 shares 16,022 $4.53M 0.35% +681 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $4.49M 0.35% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,076 shares; 2024Q4: 4,180 shares; 2025Q1: 4,508 shares; 2025Q2: 4,584 shares; 2025Q3: 4,179 shares; 2025Q4: 4,208 shares; 2026Q1: 4,649 shares; 2026Q2: 4,723 shares 4,723 $4.42M 0.34% +74 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,135 shares; 2024Q4: 27,646 shares; 2025Q1: 29,024 shares; 2025Q2: 29,272 shares; 2025Q3: 26,362 shares; 2025Q4: 26,898 shares; 2026Q1: 29,246 shares; 2026Q2: 30,811 shares 30,811 $4.21M 0.33% +1,565 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,156 shares; 2024Q4: 12,642 shares; 2025Q1: 13,522 shares; 2025Q2: 13,067 shares; 2025Q3: 12,033 shares; 2025Q4: 12,335 shares; 2026Q1: 13,596 shares; 2026Q2: 13,969 shares 13,969 $4.16M 0.32% +373 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,244 shares; 2024Q4: 9,574 shares; 2025Q1: 10,327 shares; 2025Q2: 9,805 shares; 2025Q3: 8,540 shares; 2025Q4: 8,822 shares; 2026Q1: 9,862 shares; 2026Q2: 10,301 shares 10,301 $3.65M 0.28% +439 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: 50,979 shares; 2024Q4: 52,106 shares; 2025Q1: 54,432 shares; 2025Q2: 35,766 shares; 2025Q3: 30,679 shares; 2025Q4: 30,321 shares; 2026Q1: 31,050 shares; 2026Q2: 31,038 shares 31,038 $3.65M 0.28% -12 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST 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: 78,208 shares; 2026Q2: 118,108 shares 118,108 $3.63M 0.28% +39,900 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 2,809 shares; 2025Q1: 2,964 shares; 2025Q2: 3,278 shares; 2025Q3: 2,845 shares; 2025Q4: 2,947 shares; 2026Q1: 3,297 shares; 2026Q2: 3,418 shares 3,418 $3.56M 0.28% +121 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,940 shares; 2024Q4: 10,355 shares; 2025Q1: 11,309 shares; 2025Q2: 11,406 shares; 2025Q3: 10,616 shares; 2025Q4: 10,953 shares; 2026Q1: 12,202 shares; 2026Q2: 12,670 shares 12,670 $3.24M 0.25% +468 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,335 shares; 2024Q4: 23,945 shares; 2025Q1: 22,918 shares; 2025Q2: 38,152 shares; 2025Q3: 37,455 shares; 2025Q4: 38,069 shares; 2026Q1: 38,766 shares; 2026Q2: 39,772 shares 39,772 $3.23M 0.25% +1,006 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,627 shares; 2024Q4: 8,905 shares; 2025Q1: 9,550 shares; 2025Q2: 9,498 shares; 2025Q3: 8,430 shares; 2025Q4: 8,689 shares; 2026Q1: 9,665 shares; 2026Q2: 10,025 shares 10,025 $3.16M 0.24% +360 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,494 shares; 2024Q4: 12,708 shares; 2025Q1: 13,557 shares; 2025Q2: 14,356 shares; 2025Q3: 12,715 shares; 2025Q4: 12,495 shares; 2026Q1: 14,228 shares; 2026Q2: 14,459 shares 14,459 $3.08M 0.24% +231 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,386 shares; 2024Q4: 18,528 shares; 2025Q1: 19,756 shares; 2025Q2: 19,388 shares; 2025Q3: 17,155 shares; 2025Q4: 25,141 shares; 2026Q1: 28,046 shares; 2026Q2: 28,540 shares 28,540 $3.08M 0.24% +494 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: 8,654 shares; 2024Q4: 8,654 shares; 2025Q1: 9,169 shares; 2025Q2: 9,569 shares; 2025Q3: 10,929 shares; 2025Q4: 10,829 shares; 2026Q1: 12,366 shares; 2026Q2: 12,887 shares 12,887 $3.07M 0.24% +521 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,483 shares; 2024Q4: 19,561 shares; 2025Q1: 21,013 shares; 2025Q2: 20,025 shares; 2025Q3: 17,798 shares; 2025Q4: 17,940 shares; 2026Q1: 19,471 shares; 2026Q2: 20,159 shares 20,159 $3.05M 0.24% +688 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,307 shares; 2024Q4: 24,674 shares; 2025Q1: 26,501 shares; 2025Q2: 32,379 shares; 2025Q3: 29,560 shares; 2025Q4: 30,371 shares; 2026Q1: 33,324 shares; 2026Q2: 34,658 shares 34,658 $3.04M 0.24% +1,334 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,015 shares; 2025Q3: 14,579 shares; 2025Q4: 15,109 shares; 2026Q1: 16,983 shares; 2026Q2: 18,086 shares 18,086 $2.98M 0.23% +1,103 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,343 shares; 2024Q4: 14,830 shares; 2025Q1: 16,094 shares; 2025Q2: 15,191 shares; 2025Q3: 13,679 shares; 2025Q4: 14,101 shares; 2026Q1: 16,904 shares; 2026Q2: 17,473 shares 17,473 $2.93M 0.23% +569 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,286 shares; 2024Q4: 15,886 shares; 2025Q1: 17,216 shares; 2025Q2: 16,949 shares; 2025Q3: 14,682 shares; 2025Q4: 14,190 shares; 2026Q1: 14,190 shares; 2026Q2: 14,127 shares 14,127 $2.9M 0.22% -63 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,252 shares; 2024Q4: 27,252 shares; 2025Q1: 27,252 shares; 2025Q2: 27,252 shares; 2025Q3: 27,122 shares; 2025Q4: 54,244 shares; 2026Q1: 54,244 shares; 2026Q2: 54,244 shares 54,244 $2.88M 0.22% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,013 shares; 2024Q4: 14,013 shares; 2025Q1: 14,013 shares; 2025Q2: 14,013 shares; 2025Q3: 14,013 shares; 2025Q4: 14,013 shares; 2026Q1: 14,013 shares; 2026Q2: 14,013 shares 14,013 $2.6M 0.2% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 3,843 shares; 2026Q1: 4,321 shares; 2026Q2: 4,553 shares 4,553 $2.56M 0.2% +232 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: 7,476 shares; 2024Q4: 7,476 shares; 2025Q1: 7,476 shares; 2025Q2: 7,416 shares; 2025Q3: 7,216 shares; 2025Q4: 6,896 shares; 2026Q1: 6,884 shares; 2026Q2: 7,019 shares 7,019 $2.48M 0.19% +135 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,878 shares; 2024Q4: 11,247 shares; 2025Q1: 12,070 shares; 2025Q2: 10,662 shares; 2025Q3: 9,229 shares; 2025Q4: 9,536 shares; 2026Q1: 10,684 shares; 2026Q2: 11,096 shares 11,096 $2.29M 0.18% +412 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,742 shares; 2025Q3: 11,845 shares; 2025Q4: 12,110 shares; 2026Q1: 14,069 shares; 2026Q2: 14,778 shares 14,778 $2.27M 0.18% +709 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,163 shares; 2024Q4: 15,620 shares; 2025Q1: 16,629 shares; 2025Q2: 16,389 shares; 2025Q3: 14,332 shares; 2025Q4: 14,745 shares; 2026Q1: 17,277 shares; 2026Q2: 17,807 shares 17,807 $2.19M 0.17% +530 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,519 shares; 2024Q4: 9,519 shares; 2025Q1: 8,369 shares; 2025Q2: 8,369 shares; 2025Q3: 8,369 shares; 2025Q4: 8,369 shares; 2026Q1: 8,962 shares; 2026Q2: 8,538 shares 8,538 $2.18M 0.17% -424 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: 8,764 shares; 2024Q4: 8,802 shares; 2025Q1: 9,290 shares; 2025Q2: 8,933 shares; 2025Q3: 8,088 shares; 2025Q4: 8,360 shares; 2026Q1: 9,355 shares; 2026Q2: 9,726 shares 9,726 $2.14M 0.17% +371 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: 3,331 shares; 2024Q4: 3,331 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,536 shares; 2025Q4: 3,146 shares; 2026Q1: 3,506 shares; 2026Q2: 3,600 shares 3,600 $2.09M 0.16% +94 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,638 shares 7,638 $2.05M 0.16% new 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: 9,791 shares; 2024Q4: 10,172 shares; 2025Q1: 10,989 shares; 2025Q2: 10,004 shares; 2025Q3: 8,985 shares; 2025Q4: 9,169 shares; 2026Q1: 10,128 shares; 2026Q2: 10,546 shares 10,546 $1.95M 0.15% +418 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,537 shares; 2024Q4: 10,487 shares; 2025Q1: 10,487 shares; 2025Q2: 10,487 shares; 2025Q3: 10,487 shares; 2025Q4: 10,458 shares; 2026Q1: 10,458 shares; 2026Q2: 10,548 shares 10,548 $1.91M 0.15% +90 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,599 shares; 2025Q4: 11,322 shares; 2026Q1: 13,027 shares; 2026Q2: 13,845 shares 13,845 $1.89M 0.15% +818 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,970 shares; 2024Q4: 40,154 shares; 2025Q1: 42,657 shares; 2025Q2: 43,929 shares; 2025Q3: 39,793 shares; 2025Q4: 35,613 shares; 2026Q1: 38,779 shares; 2026Q2: 40,368 shares 40,368 $1.88M 0.15% +1,589 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,553 shares; 2024Q4: 9,806 shares; 2025Q1: 10,309 shares; 2025Q2: 9,466 shares; 2025Q3: 8,422 shares; 2025Q4: 7,925 shares; 2026Q1: 8,964 shares; 2026Q2: 9,340 shares 9,340 $1.8M 0.14% +376 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: 6,994 shares; 2024Q4: 7,409 shares; 2025Q1: 7,409 shares; 2025Q2: 7,428 shares; 2025Q3: 7,278 shares; 2025Q4: 6,840 shares; 2026Q1: 7,166 shares; 2026Q2: 7,047 shares 7,047 $1.77M 0.14% -119 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,578 shares; 2024Q4: 5,578 shares; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 4,244 shares; 2025Q4: 4,244 shares; 2026Q1: 4,244 shares; 2026Q2: 4,244 shares 4,244 $1.74M 0.13% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,995 shares; 2025Q4: 19,889 shares; 2026Q1: 21,126 shares; 2026Q2: 22,065 shares 22,065 $1.58M 0.12% +939 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,900 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,247 shares; 2026Q1: 4,247 shares; 2026Q2: 4,247 shares 4,247 $1.56M 0.12% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,129 shares; 2024Q4: 5,129 shares; 2025Q1: 5,129 shares; 2025Q2: 7,596 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares; 2026Q1: 5,070 shares; 2026Q2: 5,070 shares 5,070 $1.54M 0.12% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,935 shares; 2024Q4: 25,668 shares; 2025Q1: 27,409 shares; 2025Q2: 25,550 shares; 2025Q3: 21,530 shares; 2025Q4: 22,507 shares; 2026Q1: 26,349 shares; 2026Q2: 27,577 shares 27,577 $1.53M 0.12% +1,228 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,651 shares; 2024Q4: 5,651 shares; 2025Q1: 5,651 shares; 2025Q2: 6,451 shares; 2025Q3: 6,451 shares; 2025Q4: 12,902 shares; 2026Q1: 12,902 shares; 2026Q2: 12,902 shares 12,902 $1.51M 0.12% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,302 shares; 2025Q3: 11,538 shares; 2025Q4: 12,370 shares; 2026Q1: 15,111 shares; 2026Q2: 16,294 shares 16,294 $1.49M 0.12% +1,183 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,923 shares; 2024Q4: 5,923 shares; 2025Q1: 5,923 shares; 2025Q2: 5,642 shares; 2025Q3: 5,020 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares 4,950 $1.49M 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: 734 shares 734 $1.46M 0.11% +2 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: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 2,172 shares; 2025Q2: 2,247 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,199 shares; 2026Q2: 2,838 shares 2,838 $1.42M 0.11% +639 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,455 shares; 2024Q4: 13,455 shares; 2025Q1: 11,739 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares; 2025Q4: 7,484 shares; 2026Q1: 7,484 shares; 2026Q2: 7,158 shares 7,158 $1.41M 0.11% -326 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,777 shares; 2025Q3: 7,962 shares; 2025Q4: 8,636 shares; 2026Q1: 10,902 shares; 2026Q2: 11,607 shares 11,607 $1.37M 0.11% +705 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,095 shares; 2024Q4: 24,095 shares; 2025Q1: 24,095 shares; 2025Q2: 24,095 shares; 2025Q3: 24,095 shares; 2025Q4: 24,095 shares; 2026Q1: 24,095 shares; 2026Q2: 24,095 shares 24,095 $1.29M 0.1% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 3,132 shares; 2026Q2: 3,132 shares 3,132 $1.23M 0.1% 0 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: 5,324 shares; 2024Q4: 5,324 shares; 2025Q1: 5,364 shares; 2025Q2: 5,214 shares; 2025Q3: 4,947 shares; 2025Q4: 4,635 shares; 2026Q1: 4,647 shares; 2026Q2: 4,776 shares 4,776 $1.21M 0.09% +129 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: 8,895 shares; 2024Q4: 9,469 shares; 2025Q1: 9,320 shares; 2025Q2: 9,051 shares; 2025Q3: 8,824 shares; 2025Q4: 8,804 shares; 2026Q1: 8,804 shares; 2026Q2: 9,062 shares 9,062 $1.16M 0.09% +258 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $1.14M 0.09% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,056 shares; 2024Q4: 8,056 shares; 2025Q1: 8,610 shares; 2025Q2: 8,610 shares; 2025Q3: 8,592 shares; 2025Q4: 8,309 shares; 2026Q1: 8,814 shares; 2026Q2: 9,601 shares 9,601 $1.09M 0.08% +787 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,006 shares; 2026Q1: 2,173 shares; 2026Q2: 2,446 shares 2,446 $1.04M 0.08% +273 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: 2,832 shares; 2024Q4: 2,832 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares; 2026Q1: 3,205 shares; 2026Q2: 12,820 shares 12,820 $1.03M 0.08% +9,615 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: 9,991 shares; 2024Q4: 9,991 shares; 2025Q1: 9,198 shares; 2025Q2: 9,198 shares; 2025Q3: 8,116 shares; 2025Q4: 8,116 shares; 2026Q1: 8,815 shares; 2026Q2: 8,758 shares 8,758 $1.02M 0.08% -57 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,604 shares; 2024Q4: 4,604 shares; 2025Q1: 4,604 shares; 2025Q2: 4,604 shares; 2025Q3: 4,604 shares; 2025Q4: 4,604 shares; 2026Q1: 4,604 shares; 2026Q2: 4,604 shares 4,604 $1.02M 0.08% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,694 shares; 2024Q4: 21,653 shares; 2025Q1: 20,949 shares; 2025Q2: 21,249 shares; 2025Q3: 21,003 shares; 2025Q4: 19,185 shares; 2026Q1: 18,931 shares; 2026Q2: 19,006 shares 19,006 $950K 0.07% +75 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 24,179 shares; 2026Q2: 35,851 shares 35,851 $930K 0.07% +11,672 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: not reported; 2025Q2: 3,136 shares; 2025Q3: 3,136 shares; 2025Q4: 3,113 shares; 2026Q1: 3,113 shares; 2026Q2: 3,001 shares 3,001 $894K 0.07% -112 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,276 shares; 2025Q3: 4,139 shares; 2025Q4: 4,295 shares; 2026Q1: 5,309 shares; 2026Q2: 5,594 shares 5,594 $876K 0.07% +285 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 652 shares; 2026Q2: 654 shares 654 $871K 0.07% +2 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,078 shares; 2026Q1: 1,089 shares; 2026Q2: 1,197 shares 1,197 $865K 0.07% +108 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,694 shares; 2024Q4: 8,694 shares; 2025Q1: 8,694 shares; 2025Q2: 8,694 shares; 2025Q3: 8,694 shares; 2025Q4: 8,694 shares; 2026Q1: 8,694 shares; 2026Q2: 8,694 shares 8,694 $839K 0.07% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 837 shares 837 $805K 0.06% +2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,490 shares; 2024Q4: 7,490 shares; 2025Q1: 7,245 shares; 2025Q2: 7,245 shares; 2025Q3: 7,345 shares; 2025Q4: 6,360 shares; 2026Q1: 5,360 shares; 2026Q2: 5,473 shares 5,473 $803K 0.06% +113 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,057 shares; 2024Q4: 7,057 shares; 2025Q1: 7,057 shares; 2025Q2: 7,057 shares; 2025Q3: 7,057 shares; 2025Q4: 7,317 shares; 2026Q1: 7,317 shares; 2026Q2: 7,317 shares 7,317 $784K 0.06% 0 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: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: 1,550 shares; 2026Q2: 9,012 shares 9,012 $776K 0.06% +7,462 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 883 shares; 2026Q1: 1,382 shares; 2026Q2: 1,425 shares 1,425 $732K 0.06% +43 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,060 shares; 2024Q4: 13,060 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 12,118 shares; 2026Q1: 12,118 shares; 2026Q2: 12,191 shares 12,191 $705K 0.05% +73 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: not reported; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 2,113 shares; 2025Q3: 1,938 shares; 2025Q4: 1,764 shares; 2026Q1: 2,004 shares; 2026Q2: 2,434 shares 2,434 $684K 0.05% +430 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: 3,331 shares; 2024Q4: 3,331 shares; 2025Q1: 3,206 shares; 2025Q2: 3,206 shares; 2025Q3: 3,006 shares; 2025Q4: 2,606 shares; 2026Q1: 2,506 shares; 2026Q2: 2,527 shares 2,527 $683K 0.05% +21 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: 667 shares; 2024Q4: 14,667 shares; 2025Q1: 14,667 shares; 2025Q2: 14,667 shares; 2025Q3: 14,667 shares; 2025Q4: 672 shares; 2026Q1: 589 shares; 2026Q2: 601 shares 601 $640K 0.05% +12 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 915 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 887 shares; 2026Q1: 887 shares; 2026Q2: 887 shares 887 $624K 0.05% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,808 shares; 2024Q4: 45,584 shares; 2025Q1: 46,276 shares; 2025Q2: 46,899 shares; 2025Q3: 44,382 shares; 2025Q4: 6,252 shares; 2026Q1: 7,458 shares; 2026Q2: 7,458 shares 7,458 $608K 0.05% 0 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: 7,116 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares; 2026Q1: 8,306 shares; 2026Q2: 8,384 shares 8,384 $603K 0.05% +78 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904 shares; 2024Q4: 864 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 824 shares; 2026Q1: 824 shares; 2026Q2: 835 shares 835 $596K 0.05% +11 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares; 2026Q1: 2,689 shares; 2026Q2: 2,689 shares 2,689 $586K 0.05% 0 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: 1,192 shares; 2024Q4: not reported; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares; 2026Q2: 1,568 shares 1,568 $586K 0.05% +379 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,724 shares; 2026Q1: 1,590 shares; 2026Q2: 1,617 shares 1,617 $570K 0.04% +27 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares; 2025Q4: 2,052 shares; 2026Q1: 2,867 shares; 2026Q2: 3,351 shares 3,351 $570K 0.04% +484 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,096 shares; 2024Q4: 13,096 shares; 2025Q1: 13,096 shares; 2025Q2: 13,096 shares; 2025Q3: 14,156 shares; 2025Q4: 14,156 shares; 2026Q1: 14,156 shares; 2026Q2: 14,156 shares 14,156 $557K 0.04% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 12,230 shares; 2025Q3: 12,230 shares; 2025Q4: 12,230 shares; 2026Q1: 10,330 shares; 2026Q2: 10,330 shares 10,330 $552K 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,443 shares; 2024Q4: 5,443 shares; 2025Q1: 5,443 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares; 2025Q4: 5,443 shares; 2026Q1: 5,818 shares; 2026Q2: 5,988 shares 5,988 $543K 0.04% +170 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,240 shares; 2026Q1: 1,340 shares; 2026Q2: 1,358 shares 1,358 $540K 0.04% +18 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,128 shares; 2024Q4: 5,128 shares; 2025Q1: 5,128 shares; 2025Q2: 5,128 shares; 2025Q3: 5,128 shares; 2025Q4: 5,128 shares; 2026Q1: 5,128 shares; 2026Q2: 5,128 shares 5,128 $533K 0.04% 0 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: 5,408 shares; 2024Q4: 5,408 shares; 2025Q1: 5,293 shares; 2025Q2: 4,982 shares; 2025Q3: 5,042 shares; 2025Q4: 3,809 shares; 2026Q1: 3,809 shares; 2026Q2: 3,836 shares 3,836 $519K 0.04% +27 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: 5,121 shares; 2024Q4: 5,629 shares; 2025Q1: 5,822 shares; 2025Q2: 5,807 shares; 2025Q3: 5,649 shares; 2025Q4: 2,731 shares; 2026Q1: 2,731 shares; 2026Q2: 3,069 shares 3,069 $509K 0.04% +338 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,490 shares; 2025Q1: 7,050 shares; 2025Q2: 7,050 shares; 2025Q3: 7,225 shares; 2025Q4: 4,434 shares; 2026Q1: 5,261 shares; 2026Q2: 5,311 shares 5,311 $508K 0.04% +50 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: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,475 shares 1,475 $499K 0.04% +3 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares; 2026Q2: 4,152 shares 4,152 $496K 0.04% +3,633 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,614 shares; 2024Q4: 15,614 shares; 2025Q1: 15,614 shares; 2025Q2: 15,614 shares; 2025Q3: 15,614 shares; 2025Q4: 5,444 shares; 2026Q1: 5,444 shares; 2026Q2: 6,491 shares 6,491 $495K 0.04% +1,047 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,492 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,462 shares; 2026Q1: 2,785 shares; 2026Q2: 2,785 shares 2,785 $492K 0.04% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,555 shares; 2024Q4: 17,555 shares; 2025Q1: 17,555 shares; 2025Q2: 17,555 shares; 2025Q3: 17,555 shares; 2025Q4: 16,820 shares; 2026Q1: 16,820 shares; 2026Q2: 16,820 shares 16,820 $486K 0.04% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,229 shares; 2024Q4: 4,167 shares; 2025Q1: 4,167 shares; 2025Q2: 4,167 shares; 2025Q3: 4,167 shares; 2025Q4: 3,884 shares; 2026Q1: 3,889 shares; 2026Q2: 3,896 shares 3,896 $485K 0.04% +7 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; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares; 2026Q2: 2,375 shares 2,375 $479K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 414 shares 414 $478K 0.04% new 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares; 2026Q2: 1,374 shares 1,374 $471K 0.04% +147 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,514 shares; 2024Q4: 6,514 shares; 2025Q1: 6,514 shares; 2025Q2: 6,514 shares; 2025Q3: 6,514 shares; 2025Q4: 6,432 shares; 2026Q1: 6,562 shares; 2026Q2: 6,562 shares 6,562 $468K 0.04% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $466K 0.04% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $460K 0.04% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,143 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares; 2026Q1: 3,143 shares; 2026Q2: 3,143 shares 3,143 $454K 0.04% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,905 shares; 2024Q4: 5,905 shares; 2025Q1: 5,905 shares; 2025Q2: 5,905 shares; 2025Q3: 5,905 shares; 2025Q4: 5,905 shares; 2026Q1: 5,905 shares; 2026Q2: 5,905 shares 5,905 $449K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,762 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares; 2026Q2: 2,126 shares 2,126 $444K 0.03% +50 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $425K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,566 shares; 2025Q1: 3,316 shares; 2025Q2: 3,338 shares; 2025Q3: 3,248 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares; 2026Q2: 3,321 shares 3,321 $420K 0.03% +248 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares; 2026Q1: 1,384 shares; 2026Q2: 1,242 shares 1,242 $412K 0.03% -142 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 533 shares 533 $403K 0.03% +10 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: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,619 shares; 2025Q3: 1,619 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares; 2026Q2: 1,437 shares 1,437 $391K 0.03% +15 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,401 shares; 2025Q2: 5,401 shares; 2025Q3: 5,401 shares; 2025Q4: 5,401 shares; 2026Q1: 5,401 shares; 2026Q2: 6,591 shares 6,591 $388K 0.03% +1,190 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,759 shares; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares; 2026Q2: 1,685 shares 1,685 $376K 0.03% +26 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: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 371 shares 371 $375K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 507 shares; 2025Q3: 390 shares; 2025Q4: not reported; 2026Q1: 257 shares; 2026Q2: 309 shares 309 $363K 0.03% +52 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,605 shares; 2026Q2: 2,626 shares 2,626 $360K 0.03% +21 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,677 shares; 2025Q2: 3,952 shares; 2025Q3: 3,952 shares; 2025Q4: 7,904 shares; 2026Q1: 7,904 shares; 2026Q2: 7,904 shares 7,904 $358K 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 648 shares; 2026Q1: 655 shares; 2026Q2: 712 shares 712 $352K 0.03% +57 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares; 2026Q2: 6,650 shares 6,650 $348K 0.03% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,831 shares; 2024Q4: 7,090 shares; 2025Q1: 7,688 shares; 2025Q2: 1,717 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares; 2026Q2: 1,045 shares 1,045 $345K 0.03% +340 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,785 shares; 2024Q4: not reported; 2025Q1: 9,601 shares; 2025Q2: 9,601 shares; 2025Q3: 6,337 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,450 shares 2,450 $342K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,277 shares; 2024Q4: 4,277 shares; 2025Q1: 4,162 shares; 2025Q2: 4,162 shares; 2025Q3: 4,312 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares; 2026Q2: 4,178 shares 4,178 $335K 0.03% -6 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,444 shares; 2026Q2: 6,444 shares 6,444 $325K 0.03% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,477 shares; 2026Q2: 3,477 shares 3,477 $322K 0.02% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 3,942 shares 3,942 $322K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,370 shares; 2024Q4: 4,437 shares; 2025Q1: 4,721 shares; 2025Q2: 1,858 shares; 2025Q3: 984 shares; 2025Q4: 879 shares; 2026Q1: 750 shares; 2026Q2: 771 shares 771 $320K 0.02% +21 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,956 shares; 2025Q3: 1,956 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares; 2026Q2: 1,573 shares 1,573 $316K 0.02% +17 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares 321 $310K 0.02% new 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: 9,042 shares; 2024Q4: 12,571 shares; 2025Q1: 12,571 shares; 2025Q2: 11,631 shares; 2025Q3: 11,368 shares; 2025Q4: 5,397 shares; 2026Q1: 5,053 shares; 2026Q2: 5,053 shares 5,053 $305K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,917 shares; 2026Q2: 2,514 shares 2,514 $296K 0.02% -403 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $295K 0.02% 0 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares; 2026Q1: 3,598 shares; 2026Q2: 3,598 shares 3,598 $293K 0.02% 0 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: 1,609 shares; 2024Q4: 1,609 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,794 shares; 2026Q1: 1,794 shares; 2026Q2: 1,993 shares 1,993 $292K 0.02% +199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: not reported; 2026Q1: 1,471 shares; 2026Q2: 1,725 shares 1,725 $292K 0.02% +254 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,762 shares; 2024Q4: 3,762 shares; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 3,362 shares; 2025Q4: not reported; 2026Q1: 3,136 shares; 2026Q2: 3,136 shares 3,136 $286K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,713 shares; 2024Q4: 3,341 shares; 2025Q1: 3,341 shares; 2025Q2: 3,341 shares; 2025Q3: 3,341 shares; 2025Q4: 1,348 shares; 2026Q1: 1,360 shares; 2026Q2: 1,130 shares 1,130 $278K 0.02% -230 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,931 shares; 2024Q4: 3,931 shares; 2025Q1: 3,931 shares; 2025Q2: 3,931 shares; 2025Q3: 3,931 shares; 2025Q4: 2,881 shares; 2026Q1: 2,881 shares; 2026Q2: 3,014 shares 3,014 $278K 0.02% +133 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: not reported; 2025Q2: not reported; 2025Q3: 1,806 shares; 2025Q4: 1,710 shares; 2026Q1: 1,863 shares; 2026Q2: 2,201 shares 2,201 $278K 0.02% +338 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567 shares 567 $271K 0.02% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares; 2026Q2: 1,863 shares 1,863 $256K 0.02% -70 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,411 shares; 2026Q2: 1,511 shares 1,511 $247K 0.02% +100 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 758 shares; 2026Q2: 776 shares 776 $244K 0.02% +18 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,543 shares; 2024Q4: 2,543 shares; 2025Q1: 2,543 shares; 2025Q2: 2,543 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares; 2026Q2: 2,543 shares 2,543 $243K 0.02% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF 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: 4,071 shares; 2026Q2: 4,071 shares 4,071 $241K 0.02% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares; 2026Q2: 5,500 shares 5,500 $241K 0.02% -200 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,292 shares; 2026Q1: 4,377 shares; 2026Q2: 4,818 shares 4,818 $240K 0.02% +441 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,312 shares 2,312 $239K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $238K 0.02% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,052 shares; 2026Q2: 8,052 shares 8,052 $237K 0.02% 0 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: 2,560 shares; 2024Q4: 2,659 shares; 2025Q1: 2,887 shares; 2025Q2: 866 shares; 2025Q3: 442 shares; 2025Q4: 411 shares; 2026Q1: 535 shares; 2026Q2: 467 shares 467 $234K 0.02% -68 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,096 shares; 2026Q2: 6,096 shares 6,096 $233K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,289 shares; 2024Q4: 2,289 shares; 2025Q1: 2,229 shares; 2025Q2: 2,229 shares; 2025Q3: 2,229 shares; 2025Q4: 2,188 shares; 2026Q1: 1,592 shares; 2026Q2: 859 shares 859 $232K 0.02% -733 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,553 shares; 2025Q4: not reported; 2026Q1: 5,553 shares; 2026Q2: 6,340 shares 6,340 $230K 0.02% +787 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,146 shares; 2026Q2: 6,000 shares 6,000 $230K 0.02% -8,146 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,377 shares; 2026Q2: 1,377 shares 1,377 $227K 0.02% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF 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: 4,076 shares; 2026Q2: 4,076 shares 4,076 $227K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,791 shares 9,791 $226K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,930 shares 1,930 $225K 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,425 shares; 2025Q4: 2,473 shares; 2026Q1: not reported; 2026Q2: 2,715 shares 2,715 $224K 0.02% new 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: 428 shares; 2024Q4: 428 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 1,990 shares; 2026Q1: 2,270 shares; 2026Q2: 2,210 shares 2,210 $219K 0.02% -60 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,116 shares; 2025Q4: not reported; 2026Q1: 857 shares; 2026Q2: 857 shares 857 $219K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,946 shares 3,946 $214K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 4,520 shares; 2026Q2: 5,036 shares 5,036 $213K 0.02% +516 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 614 shares; 2026Q2: 625 shares 625 $213K 0.02% +11 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,922 shares 2,922 $211K 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,152 shares; 2024Q4: 11,605 shares; 2025Q1: 12,420 shares; 2025Q2: 14,727 shares; 2025Q3: 13,820 shares; 2025Q4: not reported; 2026Q1: 1,929 shares; 2026Q2: 1,625 shares 1,625 $211K 0.02% -304 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931 shares 931 $208K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 832 shares 832 $207K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $205K 0.02% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares; 2026Q2: 4,046 shares 4,046 $204K 0.02% -404 Timeline