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: 13,032 shares; 2024Q4: 13,031 shares; 2025Q1: 12,985 shares; 2025Q2: 12,974 shares; 2025Q3: 12,971 shares; 2025Q4: 12,941 shares; 2026Q1: 12,902 shares; 2026Q2: 12,713 shares 12,713 $9.49M 4.62% -189 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,545 shares; 2024Q4: 11,155 shares; 2025Q1: 11,378 shares; 2025Q2: 11,537 shares; 2025Q3: 11,805 shares; 2025Q4: 12,718 shares; 2026Q1: 13,477 shares; 2026Q2: 13,703 shares 13,703 $9.41M 4.58% +226 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,429 shares; 2024Q4: 152,399 shares; 2025Q1: 141,757 shares; 2025Q2: 139,653 shares; 2025Q3: 140,158 shares; 2025Q4: 145,021 shares; 2026Q1: 146,074 shares; 2026Q2: 150,619 shares 150,619 $7.68M 3.73% +4,545 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: 8,367 shares; 2024Q4: 8,195 shares; 2025Q1: 6,333 shares; 2025Q2: 6,244 shares; 2025Q3: 6,340 shares; 2025Q4: 6,198 shares; 2026Q1: 6,122 shares; 2026Q2: 6,107 shares 6,107 $7.32M 3.56% -15 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: 25,478 shares; 2024Q4: 26,042 shares; 2025Q1: 20,127 shares; 2025Q2: 19,950 shares; 2025Q3: 19,912 shares; 2025Q4: 19,590 shares; 2026Q1: 19,427 shares; 2026Q2: 19,466 shares 19,466 $7.26M 3.53% +39 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: 38,609 shares; 2024Q4: 37,685 shares; 2025Q1: 35,482 shares; 2025Q2: 35,141 shares; 2025Q3: 35,141 shares; 2025Q4: 34,611 shares; 2026Q1: 34,336 shares; 2026Q2: 34,276 shares 34,276 $6.86M 3.34% -60 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: 26,381 shares; 2024Q4: 26,134 shares; 2025Q1: 25,502 shares; 2025Q2: 25,911 shares; 2025Q3: 25,799 shares; 2025Q4: 25,089 shares; 2026Q1: 24,349 shares; 2026Q2: 24,295 shares 24,295 $6.11M 2.97% -54 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: 51,259 shares; 2024Q4: 51,464 shares; 2025Q1: 51,075 shares; 2025Q2: 51,802 shares; 2025Q3: 52,695 shares; 2025Q4: 52,934 shares; 2026Q1: 44,061 shares; 2026Q2: 43,822 shares 43,822 $5.99M 2.92% -239 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: 10,240 shares; 2024Q4: 10,237 shares; 2025Q1: 10,143 shares; 2025Q2: 10,146 shares; 2025Q3: 10,070 shares; 2025Q4: 9,398 shares; 2026Q1: 10,008 shares; 2026Q2: 9,983 shares 9,983 $5M 2.43% -25 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: 16,562 shares; 2024Q4: 16,356 shares; 2025Q1: 16,278 shares; 2025Q2: 16,110 shares; 2025Q3: 15,623 shares; 2025Q4: 14,953 shares; 2026Q1: 15,047 shares; 2026Q2: 14,968 shares 14,968 $4.9M 2.38% -79 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: 97,635 shares; 2024Q4: 96,906 shares; 2025Q1: 56,263 shares; 2025Q2: 56,929 shares; 2025Q3: 56,742 shares; 2025Q4: 56,611 shares; 2026Q1: 56,199 shares; 2026Q2: 56,195 shares 56,195 $4.57M 2.22% -4 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: 25,434 shares; 2024Q4: 26,171 shares; 2025Q1: 16,314 shares; 2025Q2: 13,345 shares; 2025Q3: 13,261 shares; 2025Q4: 13,159 shares; 2026Q1: 13,193 shares; 2026Q2: 12,825 shares 12,825 $4.52M 2.2% -368 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: 20,718 shares; 2024Q4: 20,644 shares; 2025Q1: 16,766 shares; 2025Q2: 13,558 shares; 2025Q3: 13,396 shares; 2025Q4: 13,348 shares; 2026Q1: 13,981 shares; 2026Q2: 14,359 shares 14,359 $4.15M 2.02% +378 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,153 shares; 2024Q4: 16,939 shares; 2025Q1: 16,379 shares; 2025Q2: 16,351 shares; 2025Q3: 16,376 shares; 2025Q4: 12,162 shares; 2026Q1: 14,249 shares; 2026Q2: 14,590 shares 14,590 $3.48M 1.69% +341 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,852 shares; 2024Q4: 19,793 shares; 2025Q1: 17,246 shares; 2025Q2: 17,275 shares; 2025Q3: 17,157 shares; 2025Q4: 16,188 shares; 2026Q1: 15,687 shares; 2026Q2: 15,677 shares 15,677 $2.97M 1.45% -10 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,549 shares; 2024Q4: 19,034 shares; 2025Q1: 14,045 shares; 2025Q2: 14,219 shares; 2025Q3: 14,026 shares; 2025Q4: 16,702 shares; 2026Q1: 16,577 shares; 2026Q2: 16,639 shares 16,639 $2.76M 1.34% +62 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,003 shares; 2024Q4: 11,020 shares; 2025Q1: 10,422 shares; 2025Q2: 10,669 shares; 2025Q3: 10,742 shares; 2025Q4: 10,662 shares; 2026Q1: 10,637 shares; 2026Q2: 10,712 shares 10,712 $2.72M 1.32% +75 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: 61,582 shares; 2024Q4: 61,193 shares; 2025Q1: 54,392 shares; 2025Q2: 54,143 shares; 2025Q3: 54,009 shares; 2025Q4: 53,929 shares; 2026Q1: 42,385 shares; 2026Q2: 42,316 shares 42,316 $2.41M 1.17% -69 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: 9,973 shares; 2024Q4: 9,973 shares; 2025Q1: 9,753 shares; 2025Q2: 9,796 shares; 2025Q3: 9,245 shares; 2025Q4: 9,050 shares; 2026Q1: 8,297 shares; 2026Q2: 8,390 shares 8,390 $2.36M 1.15% +93 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: 24,781 shares; 2024Q4: 22,805 shares; 2025Q1: 21,915 shares; 2025Q2: 21,565 shares; 2025Q3: 19,828 shares; 2025Q4: 19,553 shares; 2026Q1: 18,503 shares; 2026Q2: 17,988 shares 17,988 $2.31M 1.12% -515 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: 17,625 shares; 2024Q4: 17,300 shares; 2025Q1: 17,300 shares; 2025Q2: 17,310 shares; 2025Q3: 17,310 shares; 2025Q4: 18,409 shares; 2026Q1: 18,309 shares; 2026Q2: 18,209 shares 18,209 $2.14M 1.04% -100 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: 45,107 shares; 2024Q4: 45,481 shares; 2025Q1: 44,572 shares; 2025Q2: 44,851 shares; 2025Q3: 45,474 shares; 2025Q4: 48,055 shares; 2026Q1: 50,458 shares; 2026Q2: 50,143 shares 50,143 $2.12M 1.03% -315 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: 6,643 shares; 2024Q4: 6,656 shares; 2025Q1: 6,593 shares; 2025Q2: 5,150 shares; 2025Q3: 5,340 shares; 2025Q4: 5,188 shares; 2026Q1: 5,790 shares; 2026Q2: 5,784 shares 5,784 $2.07M 1.01% -6 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,170 shares; 2024Q4: 51,870 shares; 2025Q1: 51,438 shares; 2025Q2: 51,132 shares; 2025Q3: 46,362 shares; 2025Q4: 45,872 shares; 2026Q1: 45,375 shares; 2026Q2: 45,250 shares 45,250 $2.07M 1% -125 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,196 shares; 2024Q4: 35,251 shares; 2025Q1: 32,255 shares; 2025Q2: 31,697 shares; 2025Q3: 31,827 shares; 2025Q4: 32,977 shares; 2026Q1: 33,739 shares; 2026Q2: 35,039 shares 35,039 $1.88M 0.92% +1,300 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: 28,547 shares; 2024Q4: 29,436 shares; 2025Q1: 27,172 shares; 2025Q2: 27,138 shares; 2025Q3: 26,698 shares; 2025Q4: 26,238 shares; 2026Q1: 25,547 shares; 2026Q2: 25,483 shares 25,483 $1.83M 0.89% -64 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,621 shares; 2024Q4: 3,821 shares; 2025Q1: 4,206 shares; 2025Q2: 4,336 shares; 2025Q3: 4,023 shares; 2025Q4: 5,221 shares; 2026Q1: 6,536 shares; 2026Q2: 7,562 shares 7,562 $1.61M 0.78% +1,026 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,100 shares; 2024Q4: 42,100 shares; 2025Q1: 42,000 shares; 2025Q2: 41,450 shares; 2025Q3: 41,450 shares; 2025Q4: 44,575 shares; 2026Q1: 69,315 shares; 2026Q2: 78,430 shares 78,430 $1.6M 0.78% +9,115 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; 2024Q3: 8,798 shares; 2024Q4: 8,798 shares; 2025Q1: 8,523 shares; 2025Q2: 8,523 shares; 2025Q3: 8,523 shares; 2025Q4: 8,473 shares; 2026Q1: 8,373 shares; 2026Q2: 8,373 shares 8,373 $1.55M 0.75% 0 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: 22,875 shares; 2024Q4: 22,778 shares; 2025Q1: 19,767 shares; 2025Q2: 20,332 shares; 2025Q3: 20,297 shares; 2025Q4: 20,289 shares; 2026Q1: 16,090 shares; 2026Q2: 15,894 shares 15,894 $1.52M 0.74% -196 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: 3,120 shares; 2024Q4: 3,570 shares; 2025Q1: 4,001 shares; 2025Q2: 4,044 shares; 2025Q3: 4,309 shares; 2025Q4: 4,234 shares; 2026Q1: 4,184 shares; 2026Q2: 4,094 shares 4,094 $1.51M 0.73% -90 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: 5,524 shares; 2024Q4: 6,188 shares; 2025Q1: 5,594 shares; 2025Q2: 6,054 shares; 2025Q3: 6,239 shares; 2025Q4: 6,544 shares; 2026Q1: 7,833 shares; 2026Q2: 8,210 shares 8,210 $1.49M 0.72% +377 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,293 shares; 2024Q4: 2,834 shares; 2025Q1: 2,834 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,836 shares; 2026Q1: 2,834 shares; 2026Q2: 2,835 shares 2,835 $1.48M 0.72% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,565 shares; 2024Q4: 8,914 shares; 2025Q1: 5,615 shares; 2025Q2: 5,640 shares; 2025Q3: 5,640 shares; 2025Q4: 5,645 shares; 2026Q1: 6,333 shares; 2026Q2: 17,049 shares 17,049 $1.46M 0.71% +10,716 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: 15,649 shares; 2024Q4: 16,210 shares; 2025Q1: 12,514 shares; 2025Q2: 12,434 shares; 2025Q3: 11,656 shares; 2025Q4: 10,517 shares; 2026Q1: 9,473 shares; 2026Q2: 9,917 shares 9,917 $1.45M 0.71% +444 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,200 shares; 2024Q4: 30,200 shares; 2025Q1: 30,200 shares; 2025Q2: 30,200 shares; 2025Q3: 27,030 shares; 2025Q4: 28,820 shares; 2026Q1: 28,820 shares; 2026Q2: 28,820 shares 28,820 $1.43M 0.69% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,437 shares; 2024Q4: 3,437 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 2,965 shares; 2025Q4: 2,940 shares; 2026Q1: 2,796 shares; 2026Q2: 2,776 shares 2,776 $1.41M 0.69% -20 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: 3,879 shares; 2024Q4: 3,617 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,862 shares; 2025Q4: 3,332 shares; 2026Q1: 3,318 shares; 2026Q2: 3,318 shares 3,318 $1.41M 0.69% 0 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: 907 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,428 shares; 2025Q3: 1,482 shares; 2025Q4: 1,910 shares; 2026Q1: 1,955 shares; 2026Q2: 1,957 shares 1,957 $1.38M 0.67% +2 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: 5,150 shares; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 8,250 shares; 2025Q3: 9,130 shares; 2025Q4: 12,405 shares; 2026Q1: 16,250 shares; 2026Q2: 17,969 shares 17,969 $1.37M 0.67% +1,719 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: 2,929 shares; 2024Q4: 2,929 shares; 2025Q1: 2,779 shares; 2025Q2: 2,779 shares; 2025Q3: 2,779 shares; 2025Q4: 2,704 shares; 2026Q1: 2,704 shares; 2026Q2: 10,816 shares 10,816 $1.34M 0.65% +8,112 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: 11,264 shares; 2024Q4: 11,136 shares; 2025Q1: 10,853 shares; 2025Q2: 10,788 shares; 2025Q3: 10,788 shares; 2025Q4: 10,493 shares; 2026Q1: 9,587 shares; 2026Q2: 9,558 shares 9,558 $1.21M 0.59% -29 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,756 shares; 2024Q4: 3,755 shares; 2025Q1: 3,401 shares; 2025Q2: 3,401 shares; 2025Q3: 3,401 shares; 2025Q4: 3,326 shares; 2026Q1: 3,282 shares; 2026Q2: 3,282 shares 3,282 $1.19M 0.58% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 398 shares; 2025Q3: 402 shares; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 3,820 shares 3,820 $1.15M 0.56% +3,438 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,836 shares; 2024Q4: 5,836 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares; 2025Q4: 5,446 shares; 2026Q1: 5,166 shares; 2026Q2: 5,166 shares 5,166 $1.15M 0.56% 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: 6,274 shares; 2024Q4: 6,227 shares; 2025Q1: 6,240 shares; 2025Q2: 6,943 shares; 2025Q3: 6,775 shares; 2025Q4: 8,170 shares; 2026Q1: 9,060 shares; 2026Q2: 8,443 shares 8,443 $1.14M 0.56% -617 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,098 shares; 2024Q4: 13,598 shares; 2025Q1: 13,478 shares; 2025Q2: 12,982 shares; 2025Q3: 12,160 shares; 2025Q4: 12,160 shares; 2026Q1: 12,160 shares; 2026Q2: 12,010 shares 12,010 $1.14M 0.55% -150 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,945 shares; 2024Q4: 21,164 shares; 2025Q1: 21,427 shares; 2025Q2: 21,722 shares; 2025Q3: 21,297 shares; 2025Q4: 19,615 shares; 2026Q1: 19,445 shares; 2026Q2: 19,427 shares 19,427 $1.12M 0.54% -18 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: 3,276 shares; 2024Q4: 3,226 shares; 2025Q1: 3,226 shares; 2025Q2: 3,206 shares; 2025Q3: 3,186 shares; 2025Q4: 3,146 shares; 2026Q1: 3,115 shares; 2026Q2: 3,115 shares 3,115 $1.1M 0.54% 0 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: 8,048 shares; 2024Q4: 7,549 shares; 2025Q1: 7,565 shares; 2025Q2: 7,815 shares; 2025Q3: 7,760 shares; 2025Q4: 7,668 shares; 2026Q1: 7,669 shares; 2026Q2: 7,669 shares 7,669 $1.07M 0.52% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 4,775 shares; 2025Q1: 4,625 shares; 2025Q2: 4,890 shares; 2025Q3: 4,490 shares; 2025Q4: 8,895 shares; 2026Q1: 9,695 shares; 2026Q2: 19,040 shares 19,040 $1.07M 0.52% +9,345 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,425 shares; 2024Q4: 34,300 shares; 2025Q1: 33,967 shares; 2025Q2: 33,633 shares; 2025Q3: 33,633 shares; 2025Q4: 34,333 shares; 2026Q1: 51,825 shares; 2026Q2: 62,900 shares 62,900 $1.05M 0.51% +11,075 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,710 shares; 2025Q2: 1,660 shares; 2025Q3: 1,635 shares; 2025Q4: 1,535 shares; 2026Q1: 1,435 shares; 2026Q2: 1,435 shares 1,435 $1.02M 0.5% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,608 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,008 shares; 2026Q1: 1,988 shares; 2026Q2: 1,988 shares 1,988 $1.01M 0.49% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,925 shares; 2025Q4: 22,480 shares; 2026Q1: 21,810 shares; 2026Q2: 21,285 shares 21,285 $977K 0.48% -525 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: 5,507 shares; 2024Q4: 5,507 shares; 2025Q1: 5,589 shares; 2025Q2: 5,514 shares; 2025Q3: 5,514 shares; 2025Q4: 5,424 shares; 2026Q1: 5,349 shares; 2026Q2: 5,214 shares 5,214 $963K 0.47% -135 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: 1,040 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 946 shares; 2026Q1: 941 shares; 2026Q2: 1,305 shares 1,305 $944K 0.46% +364 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,726 shares; 2024Q4: 17,451 shares; 2025Q1: 16,661 shares; 2025Q2: 17,346 shares; 2025Q3: 16,946 shares; 2025Q4: 14,881 shares; 2026Q1: 14,581 shares; 2026Q2: 14,581 shares 14,581 $917K 0.45% 0 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: 8,017 shares; 2024Q4: 8,017 shares; 2025Q1: 4,782 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 4,104 shares; 2026Q1: 4,104 shares; 2026Q2: 4,105 shares 4,105 $905K 0.44% +1 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: 16,584 shares; 2024Q4: 17,715 shares; 2025Q1: 16,651 shares; 2025Q2: 16,626 shares; 2025Q3: 15,086 shares; 2025Q4: 11,561 shares; 2026Q1: 10,711 shares; 2026Q2: 10,686 shares 10,686 $883K 0.43% -25 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,014 shares; 2024Q4: 51,368 shares; 2025Q1: 48,000 shares; 2025Q2: 43,700 shares; 2025Q3: 39,662 shares; 2025Q4: 35,939 shares; 2026Q1: 35,889 shares; 2026Q2: 35,814 shares 35,814 $862K 0.42% -75 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,612 shares; 2025Q3: 26,612 shares; 2025Q4: 26,312 shares; 2026Q1: 22,737 shares; 2026Q2: 22,737 shares 22,737 $835K 0.41% 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: 7,647 shares; 2024Q4: 7,647 shares; 2025Q1: 7,695 shares; 2025Q2: 7,623 shares; 2025Q3: 7,623 shares; 2025Q4: 7,504 shares; 2026Q1: 7,354 shares; 2026Q2: 7,354 shares 7,354 $833K 0.41% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,087 shares; 2024Q4: 10,847 shares; 2025Q1: 10,722 shares; 2025Q2: 10,722 shares; 2025Q3: 10,322 shares; 2025Q4: 9,262 shares; 2026Q1: 8,437 shares; 2026Q2: 8,437 shares 8,437 $830K 0.4% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 1,311 shares; 2025Q1: 815 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $827K 0.4% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,971 shares; 2024Q4: 35,571 shares; 2025Q1: 34,921 shares; 2025Q2: 34,621 shares; 2025Q3: 34,621 shares; 2025Q4: 34,071 shares; 2026Q1: 41,021 shares; 2026Q2: 41,021 shares 41,021 $801K 0.39% 0 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; 2024Q3: 6,244 shares; 2024Q4: 6,244 shares; 2025Q1: 6,244 shares; 2025Q2: 5,869 shares; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares; 2026Q1: 5,469 shares; 2026Q2: 5,469 shares 5,469 $799K 0.39% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,335 shares; 2024Q4: 11,335 shares; 2025Q1: 11,335 shares; 2025Q2: 11,335 shares; 2025Q3: 11,335 shares; 2025Q4: 11,335 shares; 2026Q1: 11,335 shares; 2026Q2: 11,335 shares 11,335 $783K 0.38% 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: 1,527 shares; 2024Q4: 1,532 shares; 2025Q1: 1,563 shares; 2025Q2: 1,586 shares; 2025Q3: 1,569 shares; 2025Q4: 1,458 shares; 2026Q1: 1,446 shares; 2026Q2: 1,387 shares 1,387 $781K 0.38% -59 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,960 shares; 2024Q4: 21,065 shares; 2025Q1: 21,010 shares; 2025Q2: 20,835 shares; 2025Q3: 20,835 shares; 2025Q4: 20,680 shares; 2026Q1: 21,110 shares; 2026Q2: 19,362 shares 19,362 $780K 0.38% -1,748 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares; 2026Q1: 4,730 shares; 2026Q2: 4,730 shares 4,730 $768K 0.37% 0 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: 2,679 shares; 2024Q4: 2,748 shares; 2025Q1: 2,715 shares; 2025Q2: 2,597 shares; 2025Q3: 2,697 shares; 2025Q4: 2,597 shares; 2026Q1: 2,597 shares; 2026Q2: 2,497 shares 2,497 $750K 0.37% -100 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: 2,655 shares; 2024Q4: 2,606 shares; 2025Q1: 2,839 shares; 2025Q2: 2,826 shares; 2025Q3: 2,827 shares; 2025Q4: 2,829 shares; 2026Q1: 2,731 shares; 2026Q2: 2,722 shares 2,722 $736K 0.36% -9 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,301 shares; 2024Q4: 8,301 shares; 2025Q1: 8,265 shares; 2025Q2: 7,840 shares; 2025Q3: 7,840 shares; 2025Q4: 7,840 shares; 2026Q1: 7,840 shares; 2026Q2: 7,840 shares 7,840 $719K 0.35% 0 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: 14,581 shares; 2024Q4: 15,101 shares; 2025Q1: 13,122 shares; 2025Q2: 14,346 shares; 2025Q3: 14,359 shares; 2025Q4: 13,911 shares; 2026Q1: 14,368 shares; 2026Q2: 14,368 shares 14,368 $716K 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: 963 shares; 2024Q4: 918 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 779 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $715K 0.35% 0 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: 977 shares; 2024Q4: 977 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $699K 0.34% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,644 shares; 2026Q2: 3,619 shares 3,619 $686K 0.33% -25 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: 15,916 shares; 2024Q4: 15,721 shares; 2025Q1: 12,999 shares; 2025Q2: 12,924 shares; 2025Q3: 12,794 shares; 2025Q4: 12,095 shares; 2026Q1: 11,820 shares; 2026Q2: 11,820 shares 11,820 $684K 0.33% 0 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: 2,248 shares; 2024Q4: 2,238 shares; 2025Q1: 2,188 shares; 2025Q2: 2,172 shares; 2025Q3: 2,150 shares; 2025Q4: 2,167 shares; 2026Q1: 1,997 shares; 2026Q2: 1,992 shares 1,992 $679K 0.33% -5 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,361 shares; 2024Q4: 4,626 shares; 2025Q1: 4,689 shares; 2025Q2: 4,614 shares; 2025Q3: 4,420 shares; 2025Q4: 4,320 shares; 2026Q1: 4,321 shares; 2026Q2: 4,298 shares 4,298 $674K 0.33% -23 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,238 shares; 2025Q2: 3,138 shares; 2025Q3: 3,038 shares; 2025Q4: 3,038 shares; 2026Q1: 2,954 shares; 2026Q2: 2,954 shares 2,954 $663K 0.32% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,558 shares; 2024Q4: 5,558 shares; 2025Q1: 5,548 shares; 2025Q2: 5,448 shares; 2025Q3: 5,448 shares; 2025Q4: 5,428 shares; 2026Q1: 5,523 shares; 2026Q2: 5,493 shares 5,493 $654K 0.32% -30 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: 902 shares; 2024Q4: 902 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 855 shares; 2026Q2: 871 shares 871 $653K 0.32% +16 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,141 shares; 2024Q4: 3,683 shares; 2025Q1: 3,707 shares; 2025Q2: 3,743 shares; 2025Q3: 3,779 shares; 2025Q4: 3,809 shares; 2026Q1: 3,705 shares; 2026Q2: 3,741 shares 3,741 $652K 0.32% +36 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,438 shares; 2024Q4: 3,438 shares; 2025Q1: 3,439 shares; 2025Q2: 3,439 shares; 2025Q3: 3,439 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares; 2026Q2: 3,440 shares 3,440 $647K 0.31% 0 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: 13,331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,446 shares 4,446 $621K 0.3% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,715 shares; 2024Q4: 37,030 shares; 2025Q1: 31,575 shares; 2025Q2: 33,702 shares; 2025Q3: 32,498 shares; 2025Q4: 31,455 shares; 2026Q1: 29,802 shares; 2026Q2: 29,453 shares 29,453 $610K 0.3% -349 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,672 shares; 2024Q4: 4,552 shares; 2025Q1: 4,227 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares; 2025Q4: 4,212 shares; 2026Q1: 3,762 shares; 2026Q2: 3,762 shares 3,762 $609K 0.3% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,309 shares; 2024Q4: 11,541 shares; 2025Q1: 16,416 shares; 2025Q2: 16,541 shares; 2025Q3: 16,541 shares; 2025Q4: 16,541 shares; 2026Q1: 15,841 shares; 2026Q2: 15,841 shares 15,841 $582K 0.28% 0 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: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,183 shares; 2025Q2: 1,166 shares; 2025Q3: 1,321 shares; 2025Q4: 1,246 shares; 2026Q1: 1,399 shares; 2026Q2: 1,393 shares 1,393 $579K 0.28% -6 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,615 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 1,945 shares; 2026Q2: 1,945 shares 1,945 $565K 0.28% 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: 1,638 shares; 2024Q4: 1,603 shares; 2025Q1: 1,460 shares; 2025Q2: 1,465 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares; 2026Q2: 1,460 shares 1,460 $546K 0.27% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,565 shares; 2024Q4: 4,565 shares; 2025Q1: 3,145 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares; 2026Q2: 3,135 shares 3,135 $545K 0.27% -10 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,450 shares; 2024Q4: 6,650 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares 5,350 $545K 0.27% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,543 shares; 2024Q4: 7,543 shares; 2025Q1: 7,243 shares; 2025Q2: 7,243 shares; 2025Q3: 7,243 shares; 2025Q4: 7,193 shares; 2026Q1: 7,133 shares; 2026Q2: 7,139 shares 7,139 $539K 0.26% +6 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,670 shares; 2025Q1: 11,670 shares; 2025Q2: 11,670 shares; 2025Q3: 11,670 shares; 2025Q4: 11,670 shares; 2026Q1: 11,670 shares; 2026Q2: 11,670 shares 11,670 $533K 0.26% 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: 7,243 shares; 2024Q4: 7,033 shares; 2025Q1: 6,239 shares; 2025Q2: 6,369 shares; 2025Q3: 6,193 shares; 2025Q4: 6,193 shares; 2026Q1: 5,937 shares; 2026Q2: 5,812 shares 5,812 $527K 0.26% -125 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: 6,929 shares; 2024Q4: 6,929 shares; 2025Q1: 6,929 shares; 2025Q2: 6,929 shares; 2025Q3: 6,929 shares; 2025Q4: 6,929 shares; 2026Q1: 6,929 shares; 2026Q2: 6,929 shares 6,929 $525K 0.26% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $517K 0.25% 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; 2024Q3: 1,330 shares; 2024Q4: 1,325 shares; 2025Q1: 1,730 shares; 2025Q2: 1,723 shares; 2025Q3: 1,621 shares; 2025Q4: 1,401 shares; 2026Q1: 1,351 shares; 2026Q2: 1,351 shares 1,351 $510K 0.25% 0 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: 5,442 shares; 2024Q4: 5,342 shares; 2025Q1: 1,997 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares; 2026Q2: 1,869 shares 1,869 $506K 0.25% 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; 2024Q3: 1,214 shares; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,189 shares; 2025Q3: 1,143 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $502K 0.24% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: 1,159 shares 1,159 $500K 0.24% 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: 1,272 shares; 2024Q4: 1,273 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,474 shares; 2026Q1: 1,453 shares; 2026Q2: 1,453 shares 1,453 $499K 0.24% 0 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: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares 1,575 $495K 0.24% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,782 shares; 2024Q4: 5,782 shares; 2025Q1: 5,782 shares; 2025Q2: 5,710 shares; 2025Q3: 5,710 shares; 2025Q4: 5,710 shares; 2026Q1: 5,710 shares; 2026Q2: 5,710 shares 5,710 $495K 0.24% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,209 shares 2,209 $495K 0.24% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,209 shares 2,209 $488K 0.24% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,890 shares; 2024Q4: 10,590 shares; 2025Q1: 8,290 shares; 2025Q2: 8,290 shares; 2025Q3: 8,290 shares; 2025Q4: 8,190 shares; 2026Q1: 7,790 shares; 2026Q2: 7,790 shares 7,790 $481K 0.23% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 4,801 shares; 2025Q4: 4,801 shares; 2026Q1: 4,801 shares; 2026Q2: 4,801 shares 4,801 $480K 0.23% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,620 shares; 2024Q4: 12,620 shares; 2025Q1: 12,620 shares; 2025Q2: 12,620 shares; 2025Q3: 11,620 shares; 2025Q4: 11,320 shares; 2026Q1: 11,020 shares; 2026Q2: 11,020 shares 11,020 $470K 0.23% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,405 shares; 2025Q4: 5,397 shares; 2026Q1: 5,977 shares; 2026Q2: 6,207 shares 6,207 $468K 0.23% +230 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,322 shares; 2024Q4: 25,100 shares; 2025Q1: 23,900 shares; 2025Q2: 23,853 shares; 2025Q3: 23,853 shares; 2025Q4: 23,653 shares; 2026Q1: 22,808 shares; 2026Q2: 22,808 shares 22,808 $465K 0.23% 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; 2024Q3: 9,887 shares; 2024Q4: 9,537 shares; 2025Q1: 6,812 shares; 2025Q2: 6,812 shares; 2025Q3: 6,779 shares; 2025Q4: 6,779 shares; 2026Q1: 6,279 shares; 2026Q2: 6,244 shares 6,244 $458K 0.22% -35 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,733 shares; 2025Q1: 1,633 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,313 shares; 2026Q1: 1,313 shares; 2026Q2: 1,213 shares 1,213 $457K 0.22% -100 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,737 shares; 2024Q4: 4,550 shares; 2025Q1: 4,288 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares; 2026Q1: 3,884 shares; 2026Q2: 3,812 shares 3,812 $450K 0.22% -72 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $447K 0.22% 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: 2,537 shares; 2024Q4: 2,467 shares; 2025Q1: 2,412 shares; 2025Q2: 2,227 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812 $446K 0.22% 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: 910 shares; 2024Q4: 1,186 shares; 2025Q1: 1,132 shares; 2025Q2: 1,029 shares; 2025Q3: 983 shares; 2025Q4: 925 shares; 2026Q1: 857 shares; 2026Q2: 5,142 shares 5,142 $443K 0.22% +4,285 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: not reported; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 358 shares 358 $421K 0.2% +7 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,225 shares; 2024Q4: not reported; 2025Q1: 4,550 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,700 shares; 2026Q2: 4,400 shares 4,400 $411K 0.2% -300 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,585 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 2,585 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares 2,585 $392K 0.19% 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: 4,420 shares; 2024Q4: 4,420 shares; 2025Q1: 4,020 shares; 2025Q2: 5,062 shares; 2025Q3: 5,020 shares; 2025Q4: 4,020 shares; 2026Q1: 4,000 shares; 2026Q2: 4,200 shares 4,200 $385K 0.19% +200 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: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $373K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,270 shares; 2026Q2: 20,778 shares 20,778 $368K 0.18% -492 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,744 shares; 2024Q4: 2,744 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,744 shares; 2025Q4: 2,744 shares; 2026Q1: 2,744 shares; 2026Q2: 2,744 shares 2,744 $351K 0.17% 0 Timeline SDVY 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: 7,575 shares; 2026Q1: 8,100 shares; 2026Q2: 8,125 shares 8,125 $351K 0.17% +25 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: 8,724 shares; 2024Q4: 5,980 shares; 2025Q1: 4,797 shares; 2025Q2: 4,599 shares; 2025Q3: 3,961 shares; 2025Q4: 3,376 shares; 2026Q1: 3,366 shares; 2026Q2: 3,366 shares 3,366 $348K 0.17% 0 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,745 shares; 2024Q4: 10,595 shares; 2025Q1: 10,595 shares; 2025Q2: 10,595 shares; 2025Q3: 10,595 shares; 2025Q4: 10,211 shares; 2026Q1: 10,019 shares; 2026Q2: 9,844 shares 9,844 $338K 0.16% -175 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,876 shares; 2025Q4: 4,831 shares; 2026Q1: 5,731 shares; 2026Q2: 10,031 shares 10,031 $334K 0.16% +4,300 Timeline JOE ST JOE CO More: the full row for ST JOE 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: not reported; 2025Q4: not reported; 2026Q1: 3,920 shares; 2026Q2: 5,245 shares 5,245 $328K 0.16% +1,325 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 4,496 shares; 2025Q1: 3,926 shares; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,671 shares; 2026Q1: 3,541 shares; 2026Q2: 3,541 shares 3,541 $325K 0.16% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 6,750 shares 6,750 $322K 0.16% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,732 shares; 2026Q2: 2,732 shares 2,732 $321K 0.16% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,389 shares; 2026Q1: 3,696 shares; 2026Q2: 2,841 shares 2,841 $312K 0.15% -855 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $311K 0.15% 0 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: 7,986 shares; 2024Q4: 7,792 shares; 2025Q1: 3,742 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 3,742 shares; 2026Q1: 3,502 shares; 2026Q2: 3,502 shares 3,502 $307K 0.15% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,164 shares; 2024Q4: 7,159 shares; 2025Q1: 6,878 shares; 2025Q2: 6,494 shares; 2025Q3: 6,469 shares; 2025Q4: 6,469 shares; 2026Q1: 6,464 shares; 2026Q2: 6,158 shares 6,158 $305K 0.15% -306 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,056 shares; 2025Q2: 2,031 shares; 2025Q3: 1,997 shares; 2025Q4: 1,997 shares; 2026Q1: 1,997 shares; 2026Q2: 1,997 shares 1,997 $302K 0.15% 0 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: 2,109 shares; 2024Q4: 2,036 shares; 2025Q1: 2,031 shares; 2025Q2: 1,966 shares; 2025Q3: 1,891 shares; 2025Q4: 1,248 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $291K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,850 shares; 2026Q1: 1,823 shares; 2026Q2: 1,823 shares 1,823 $276K 0.13% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,291 shares; 2025Q1: 2,296 shares; 2025Q2: 2,296 shares; 2025Q3: 2,275 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $275K 0.13% 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; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,140 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,121 shares; 2026Q1: 1,121 shares; 2026Q2: 1,133 shares 1,133 $268K 0.13% +12 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $264K 0.13% 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: not reported; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $263K 0.13% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219 shares; 2024Q4: 1,204 shares; 2025Q1: 954 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: 832 shares 832 $261K 0.13% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 834 shares; 2025Q4: 794 shares; 2026Q1: 608 shares; 2026Q2: 608 shares 608 $256K 0.12% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares 1,690 $250K 0.12% 0 Timeline INDA 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: 3,745 shares; 2026Q1: 4,880 shares; 2026Q2: 5,035 shares 5,035 $249K 0.12% +155 Timeline BA BOEING CO More: the full row for BOEING 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: not reported; 2025Q4: 1,386 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $246K 0.12% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,859 shares; 2024Q4: 5,759 shares; 2025Q1: 5,884 shares; 2025Q2: 5,884 shares; 2025Q3: 5,684 shares; 2025Q4: 5,109 shares; 2026Q1: 5,109 shares; 2026Q2: 5,109 shares 5,109 $244K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $242K 0.12% 0 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: 2,582 shares; 2024Q4: 2,557 shares; 2025Q1: 757 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $242K 0.12% 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: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 2,078 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 1,744 shares; 2026Q2: 1,644 shares 1,644 $241K 0.12% -100 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,811 shares 1,811 $229K 0.11% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,315 shares 3,315 $227K 0.11% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL 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: not reported; 2025Q4: not reported; 2026Q1: 3,350 shares; 2026Q2: 4,560 shares 4,560 $221K 0.11% +1,210 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 588 shares 588 $218K 0.11% new Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,200 shares 4,200 $215K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 681 shares 681 $206K 0.1% new Timeline FXI 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: 5,365 shares; 2025Q4: 6,365 shares; 2026Q1: 6,520 shares; 2026Q2: 6,470 shares 6,470 $204K 0.1% -50 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,548 shares; 2024Q4: 10,548 shares; 2025Q1: 10,548 shares; 2025Q2: 10,548 shares; 2025Q3: 10,548 shares; 2025Q4: 10,548 shares; 2026Q1: 10,548 shares; 2026Q2: 10,548 shares 10,548 $122K 0.06% 0 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,836 shares; 2026Q1: 11,836 shares; 2026Q2: 11,836 shares 11,836 $48.6K 0.02% 0 Timeline