NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488,997 shares; 2024Q4: 453,824 shares; 2025Q1: 463,750 shares; 2025Q2: 405,757 shares; 2025Q3: 409,314 shares; 2025Q4: 412,326 shares; 2026Q1: 414,919 shares; 2026Q2: 412,311 shares 412,311 $82.5M 6.49% -2,608 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: 219,815 shares; 2024Q4: 222,615 shares; 2025Q1: 227,188 shares; 2025Q2: 226,439 shares; 2025Q3: 228,156 shares; 2025Q4: 227,545 shares; 2026Q1: 228,733 shares; 2026Q2: 204,912 shares 204,912 $73.2M 5.76% -23,821 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: 244,614 shares; 2024Q4: 249,186 shares; 2025Q1: 251,774 shares; 2025Q2: 245,286 shares; 2025Q3: 246,592 shares; 2025Q4: 246,287 shares; 2026Q1: 248,512 shares; 2026Q2: 248,462 shares 248,462 $71.9M 5.65% -50 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: 1,384,211 shares; 2024Q4: 1,395,586 shares; 2025Q1: 1,447,400 shares; 2025Q2: 1,167,641 shares; 2025Q3: 1,177,418 shares; 2025Q4: 1,183,161 shares; 2026Q1: 918,801 shares; 2026Q2: 911,672 shares 911,672 $68.8M 5.41% -7,129 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: 154,531 shares; 2024Q4: 154,812 shares; 2025Q1: 157,939 shares; 2025Q2: 156,353 shares; 2025Q3: 157,067 shares; 2025Q4: 157,727 shares; 2026Q1: 157,067 shares; 2026Q2: 155,852 shares 155,852 $58.1M 4.57% -1,215 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: 179,412 shares; 2024Q4: 182,833 shares; 2025Q1: 187,255 shares; 2025Q2: 188,079 shares; 2025Q3: 188,687 shares; 2025Q4: 190,229 shares; 2026Q1: 191,131 shares; 2026Q2: 190,368 shares 190,368 $45.4M 3.57% -763 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: 113,500 shares; 2024Q4: 113,659 shares; 2025Q1: 116,758 shares; 2025Q2: 116,630 shares; 2025Q3: 117,739 shares; 2025Q4: 118,669 shares; 2026Q1: 118,803 shares; 2026Q2: 118,169 shares 118,169 $44.6M 3.51% -634 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: 361,846 shares; 2024Q4: 363,324 shares; 2025Q1: 375,606 shares; 2025Q2: 376,244 shares; 2025Q3: 379,416 shares; 2025Q4: 766,392 shares; 2026Q1: 769,522 shares; 2026Q2: 765,897 shares 765,897 $40.7M 3.2% -3,625 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: 88,753 shares; 2024Q4: 88,753 shares; 2025Q1: 87,399 shares; 2025Q2: 87,399 shares; 2025Q3: 87,399 shares; 2025Q4: 174,798 shares; 2026Q1: 174,978 shares; 2026Q2: 174,978 shares 174,978 $33.3M 2.62% 0 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: 113,744 shares; 2024Q4: 94,535 shares; 2025Q1: 96,994 shares; 2025Q2: 96,792 shares; 2025Q3: 97,707 shares; 2025Q4: 98,566 shares; 2026Q1: 99,612 shares; 2026Q2: 99,800 shares 99,800 $32.7M 2.57% +188 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: 112,605 shares; 2024Q4: 112,867 shares; 2025Q1: 117,068 shares; 2025Q2: 115,908 shares; 2025Q3: 115,972 shares; 2025Q4: 116,707 shares; 2026Q1: 117,624 shares; 2026Q2: 117,524 shares 117,524 $29.8M 2.35% -100 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: 436,237 shares; 2024Q4: 437,909 shares; 2025Q1: 453,488 shares; 2025Q2: 453,261 shares; 2025Q3: 458,916 shares; 2025Q4: 464,194 shares; 2026Q1: 466,961 shares; 2026Q2: 464,349 shares 464,349 $26.5M 2.08% -2,612 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: 64,054 shares; 2024Q4: 65,161 shares; 2025Q1: 65,835 shares; 2025Q2: 65,739 shares; 2025Q3: 66,462 shares; 2025Q4: 66,918 shares; 2026Q1: 67,169 shares; 2026Q2: 66,993 shares 66,993 $23M 1.81% -176 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: 162,736 shares; 2024Q4: 165,357 shares; 2025Q1: 167,924 shares; 2025Q2: 167,789 shares; 2025Q3: 169,447 shares; 2025Q4: 170,967 shares; 2026Q1: 171,751 shares; 2026Q2: 171,186 shares 171,186 $22M 1.73% -565 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: 82,589 shares; 2024Q4: 83,025 shares; 2025Q1: 86,153 shares; 2025Q2: 87,001 shares; 2025Q3: 87,751 shares; 2025Q4: 87,865 shares; 2026Q1: 90,424 shares; 2026Q2: 89,951 shares 89,951 $21.3M 1.67% -473 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: 230,389 shares; 2024Q4: 178,138 shares; 2025Q1: 182,630 shares; 2025Q2: 182,657 shares; 2025Q3: 184,430 shares; 2025Q4: 185,319 shares; 2026Q1: 186,185 shares; 2026Q2: 185,909 shares 185,909 $21.1M 1.66% -276 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: 235,908 shares; 2024Q4: 236,691 shares; 2025Q1: 243,909 shares; 2025Q2: 244,149 shares; 2025Q3: 246,757 shares; 2025Q4: 248,571 shares; 2026Q1: 250,717 shares; 2026Q2: 249,886 shares 249,886 $20.3M 1.6% -831 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: 36,668 shares; 2024Q4: 36,712 shares; 2025Q1: 37,905 shares; 2025Q2: 37,970 shares; 2025Q3: 38,386 shares; 2025Q4: 38,566 shares; 2026Q1: 39,025 shares; 2026Q2: 38,859 shares 38,859 $20.2M 1.59% -166 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: 212,302 shares; 2024Q4: 212,700 shares; 2025Q1: 218,737 shares; 2025Q2: 216,604 shares; 2025Q3: 216,773 shares; 2025Q4: 218,563 shares; 2026Q1: 219,492 shares; 2026Q2: 218,837 shares 218,837 $19.2M 1.51% -655 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: 120,457 shares; 2024Q4: 120,556 shares; 2025Q1: 124,271 shares; 2025Q2: 123,793 shares; 2025Q3: 124,057 shares; 2025Q4: 125,341 shares; 2026Q1: 125,603 shares; 2026Q2: 124,913 shares 124,913 $18.9M 1.49% -690 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: 117,580 shares; 2024Q4: 117,233 shares; 2025Q1: 118,231 shares; 2025Q2: 117,974 shares; 2025Q3: 118,694 shares; 2025Q4: 118,944 shares; 2026Q1: 120,440 shares; 2026Q2: 120,006 shares 120,006 $17.6M 1.38% -434 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: 38,293 shares; 2024Q4: 38,428 shares; 2025Q1: 39,513 shares; 2025Q2: 39,327 shares; 2025Q3: 39,781 shares; 2025Q4: 40,143 shares; 2026Q1: 40,570 shares; 2026Q2: 40,347 shares 40,347 $17.2M 1.35% -223 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: 199,575 shares; 2024Q4: 200,726 shares; 2025Q1: 210,797 shares; 2025Q2: 211,136 shares; 2025Q3: 213,957 shares; 2025Q4: 216,846 shares; 2026Q1: 219,143 shares; 2026Q2: 217,362 shares 217,362 $16.8M 1.32% -1,781 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: 68,296 shares; 2025Q1: 70,444 shares; 2025Q2: 70,373 shares; 2025Q3: 71,111 shares; 2025Q4: 72,247 shares; 2026Q1: 72,789 shares; 2026Q2: 93,087 shares 93,087 $15.8M 1.24% +20,298 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: 83,416 shares; 2024Q4: 83,373 shares; 2025Q1: 82,117 shares; 2025Q2: 82,117 shares; 2025Q3: 82,117 shares; 2025Q4: 82,117 shares; 2026Q1: 82,117 shares; 2026Q2: 82,117 shares 82,117 $15.2M 1.2% 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: 53,935 shares; 2024Q4: 54,127 shares; 2025Q1: 55,398 shares; 2025Q2: 54,942 shares; 2025Q3: 55,510 shares; 2025Q4: 55,903 shares; 2026Q1: 56,110 shares; 2026Q2: 55,826 shares 55,826 $15.2M 1.19% -284 Timeline SPEM 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: 263,425 shares; 2024Q4: 265,153 shares; 2025Q1: 278,382 shares; 2025Q2: 278,646 shares; 2025Q3: 282,138 shares; 2025Q4: 287,113 shares; 2026Q1: 291,873 shares; 2026Q2: 289,824 shares 289,824 $15M 1.18% -2,049 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: 34,417 shares; 2024Q4: 34,082 shares; 2025Q1: 33,660 shares; 2025Q2: 33,660 shares; 2025Q3: 120,679 shares; 2025Q4: 122,275 shares; 2026Q1: 123,841 shares; 2026Q2: 124,210 shares 124,210 $14.6M 1.15% +369 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: 272,965 shares; 2024Q4: 272,965 shares; 2025Q1: 268,854 shares; 2025Q2: 268,854 shares; 2025Q3: 268,854 shares; 2025Q4: 268,854 shares; 2026Q1: 268,854 shares; 2026Q2: 268,854 shares 268,854 $14.4M 1.13% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: 1,991 shares; 2025Q1: 8,472 shares; 2025Q2: 8,528 shares; 2025Q3: 11,714 shares; 2025Q4: 11,747 shares; 2026Q1: 11,812 shares; 2026Q2: 11,795 shares 11,795 $14.1M 1.11% -17 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,023 shares; 2024Q4: 12,023 shares; 2025Q1: 12,023 shares; 2025Q2: 12,023 shares; 2025Q3: 12,090 shares; 2025Q4: 95,811 shares; 2026Q1: 97,470 shares; 2026Q2: 97,011 shares 97,011 $13.9M 1.09% -459 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,710 shares; 2024Q4: 35,620 shares; 2025Q1: 37,203 shares; 2025Q2: 37,301 shares; 2025Q3: 38,108 shares; 2025Q4: 38,637 shares; 2026Q1: 39,039 shares; 2026Q2: 39,992 shares 39,992 $13.6M 1.07% +953 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: 135,188 shares; 2024Q4: 135,603 shares; 2025Q1: 139,884 shares; 2025Q2: 138,076 shares; 2025Q3: 139,005 shares; 2025Q4: 139,534 shares; 2026Q1: 141,209 shares; 2026Q2: 140,528 shares 140,528 $12.8M 1% -681 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: 88,590 shares; 2024Q4: 88,850 shares; 2025Q1: 91,069 shares; 2025Q2: 90,541 shares; 2025Q3: 91,088 shares; 2025Q4: 91,651 shares; 2026Q1: 91,913 shares; 2026Q2: 91,643 shares 91,643 $12.4M 0.98% -270 Timeline IXUS 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: 118,590 shares; 2025Q3: 120,221 shares; 2025Q4: 122,947 shares; 2026Q1: 125,474 shares; 2026Q2: 124,730 shares 124,730 $11.9M 0.94% -744 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 62,778 shares; 2026Q2: 63,017 shares 63,017 $11.1M 0.87% +239 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: 66,659 shares; 2024Q4: 66,987 shares; 2025Q1: 69,610 shares; 2025Q2: 69,696 shares; 2025Q3: 70,590 shares; 2025Q4: 71,344 shares; 2026Q1: 39,603 shares; 2026Q2: 39,376 shares 39,376 $11.1M 0.87% -227 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,957 shares; 2024Q4: 47,153 shares; 2025Q1: 48,490 shares; 2025Q2: 48,544 shares; 2025Q3: 49,009 shares; 2025Q4: 49,215 shares; 2026Q1: 49,720 shares; 2026Q2: 49,513 shares 49,513 $10.8M 0.85% -207 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,951 shares; 2024Q4: 81,307 shares; 2025Q1: 84,538 shares; 2025Q2: 84,446 shares; 2025Q3: 85,616 shares; 2025Q4: 86,616 shares; 2026Q1: 87,217 shares; 2026Q2: 86,564 shares 86,564 $10.2M 0.8% -653 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: 75,917 shares; 2024Q4: 76,267 shares; 2025Q1: 79,404 shares; 2025Q2: 79,489 shares; 2025Q3: 80,545 shares; 2025Q4: 80,947 shares; 2026Q1: 82,014 shares; 2026Q2: 81,450 shares 81,450 $10M 0.79% -564 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: 43,177 shares; 2024Q4: 43,177 shares; 2025Q1: 42,527 shares; 2025Q2: 42,527 shares; 2025Q3: 42,527 shares; 2025Q4: 85,054 shares; 2026Q1: 85,054 shares; 2026Q2: 85,054 shares 85,054 $9.98M 0.78% 0 Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,000 shares; 2024Q4: 701,732 shares; 2025Q1: 1,094,564 shares; 2025Q2: 1,077,241 shares; 2025Q3: 1,060,341 shares; 2025Q4: 1,040,441 shares; 2026Q1: 1,028,391 shares; 2026Q2: 999,911 shares 999,911 $9.91M 0.78% -28,480 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,041 shares; 2024Q4: 32,166 shares; 2025Q1: 33,191 shares; 2025Q2: 33,231 shares; 2025Q3: 33,687 shares; 2025Q4: 34,036 shares; 2026Q1: 34,212 shares; 2026Q2: 34,080 shares 34,080 $9.5M 0.75% -132 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: 89,315 shares; 2024Q4: 89,883 shares; 2025Q1: 94,606 shares; 2025Q2: 94,520 shares; 2025Q3: 95,645 shares; 2025Q4: 96,978 shares; 2026Q1: 98,121 shares; 2026Q2: 97,468 shares 97,468 $9.25M 0.73% -653 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,060 shares; 2024Q4: 57,685 shares; 2025Q1: 58,058 shares; 2025Q2: 56,957 shares; 2025Q3: 56,952 shares; 2025Q4: 56,115 shares; 2026Q1: 56,510 shares; 2026Q2: 56,289 shares 56,289 $9.25M 0.73% -221 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: 24,331 shares; 2024Q4: 24,333 shares; 2025Q1: 25,083 shares; 2025Q2: 25,089 shares; 2025Q3: 25,090 shares; 2025Q4: 25,228 shares; 2026Q1: 25,567 shares; 2026Q2: 25,621 shares 25,621 $9.04M 0.71% +54 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,998 shares; 2024Q4: 54,998 shares; 2025Q1: 54,169 shares; 2025Q2: 54,169 shares; 2025Q3: 54,169 shares; 2025Q4: 54,169 shares; 2026Q1: 54,169 shares; 2026Q2: 54,169 shares 54,169 $8.59M 0.68% 0 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: 192,659 shares; 2024Q4: 193,319 shares; 2025Q1: 198,551 shares; 2025Q2: 198,828 shares; 2025Q3: 200,917 shares; 2025Q4: 201,253 shares; 2026Q1: 203,801 shares; 2026Q2: 202,948 shares 202,948 $8.59M 0.68% -853 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,910 shares; 2024Q4: 41,262 shares; 2025Q1: 42,987 shares; 2025Q2: 42,731 shares; 2025Q3: 43,217 shares; 2025Q4: 43,700 shares; 2026Q1: 43,687 shares; 2026Q2: 43,371 shares 43,371 $8.25M 0.65% -316 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,867 shares; 2024Q4: 58,080 shares; 2025Q1: 59,488 shares; 2025Q2: 59,476 shares; 2025Q3: 60,123 shares; 2025Q4: 60,676 shares; 2026Q1: 61,109 shares; 2026Q2: 60,850 shares 60,850 $8.24M 0.65% -259 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,636 shares; 2024Q4: 4,652 shares; 2025Q1: 4,810 shares; 2025Q2: 72,630 shares; 2025Q3: 73,450 shares; 2025Q4: 74,359 shares; 2026Q1: 74,888 shares; 2026Q2: 74,522 shares 74,522 $6.86M 0.54% -366 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: 64,548 shares; 2024Q4: 64,548 shares; 2025Q1: 63,576 shares; 2025Q2: 63,576 shares; 2025Q3: 63,576 shares; 2025Q4: 63,576 shares; 2026Q1: 63,576 shares; 2026Q2: 63,576 shares 63,576 $6.81M 0.54% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,396 shares; 2024Q4: 12,722 shares; 2025Q1: 12,665 shares; 2025Q2: 13,030 shares; 2025Q3: 12,373 shares; 2025Q4: 12,373 shares; 2026Q1: 12,893 shares; 2026Q2: 12,893 shares 12,893 $6.45M 0.51% 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: 11,231 shares; 2024Q4: 11,463 shares; 2025Q1: 11,254 shares; 2025Q2: 11,208 shares; 2025Q3: 11,231 shares; 2025Q4: 11,197 shares; 2026Q1: 11,217 shares; 2026Q2: 11,217 shares 11,217 $6.32M 0.5% 0 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: 44,222 shares; 2024Q4: 43,989 shares; 2025Q1: 44,855 shares; 2025Q2: 44,825 shares; 2025Q3: 44,853 shares; 2025Q4: 44,922 shares; 2026Q1: 44,789 shares; 2026Q2: 45,215 shares 45,215 $6.18M 0.49% +426 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: 13,628 shares; 2024Q4: 13,684 shares; 2025Q1: 13,486 shares; 2025Q2: 13,486 shares; 2025Q3: 13,415 shares; 2025Q4: 13,340 shares; 2026Q1: 13,365 shares; 2026Q2: 13,525 shares 13,525 $5.69M 0.45% +160 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: 15,712 shares; 2024Q4: 16,729 shares; 2025Q1: 16,156 shares; 2025Q2: 16,737 shares; 2025Q3: 16,043 shares; 2025Q4: 16,009 shares; 2026Q1: 16,694 shares; 2026Q2: 15,812 shares 15,812 $5.59M 0.44% -882 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: 34,872 shares; 2024Q4: 34,875 shares; 2025Q1: 35,834 shares; 2025Q2: 35,913 shares; 2025Q3: 35,927 shares; 2025Q4: 36,014 shares; 2026Q1: 36,418 shares; 2026Q2: 36,396 shares 36,396 $5.51M 0.43% -22 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,917 shares; 2024Q4: 25,532 shares; 2025Q1: 25,605 shares; 2025Q2: 26,938 shares; 2025Q3: 28,115 shares; 2025Q4: 28,142 shares; 2026Q1: 29,299 shares; 2026Q2: 29,548 shares 29,548 $4.21M 0.33% +249 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: 43,342 shares; 2024Q4: 43,342 shares; 2025Q1: 42,773 shares; 2025Q2: 42,689 shares; 2025Q3: 42,689 shares; 2025Q4: 85,378 shares; 2026Q1: 85,378 shares; 2026Q2: 85,378 shares 85,378 $3.87M 0.3% 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: 27,077 shares; 2024Q4: 26,981 shares; 2025Q1: 26,981 shares; 2025Q2: 26,936 shares; 2025Q3: 26,936 shares; 2025Q4: 26,921 shares; 2026Q1: 26,796 shares; 2026Q2: 26,698 shares 26,698 $3.73M 0.29% -98 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: 14,345 shares; 2024Q4: 14,229 shares; 2025Q1: 14,056 shares; 2025Q2: 13,218 shares; 2025Q3: 13,635 shares; 2025Q4: 13,432 shares; 2026Q1: 14,444 shares; 2026Q2: 14,460 shares 14,460 $3.64M 0.29% +16 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,050 shares; 2024Q4: 76,050 shares; 2025Q1: 74,904 shares; 2025Q2: 74,904 shares; 2025Q3: 74,904 shares; 2025Q4: 74,904 shares; 2026Q1: 74,904 shares; 2026Q2: 74,904 shares 74,904 $3.3M 0.26% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,405 shares 16,405 $2.8M 0.22% new 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: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,197 shares; 2026Q1: 3,210 shares; 2026Q2: 3,210 shares 3,210 $2.4M 0.19% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,711 shares; 2024Q4: 28,711 shares; 2025Q1: 28,711 shares; 2025Q2: 28,711 shares; 2025Q3: 28,711 shares; 2025Q4: 29,211 shares; 2026Q1: 29,211 shares; 2026Q2: 29,211 shares 29,211 $2.32M 0.18% 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: 2,383 shares; 2024Q4: 2,461 shares; 2025Q1: 2,397 shares; 2025Q2: 2,407 shares; 2025Q3: 2,434 shares; 2025Q4: 2,407 shares; 2026Q1: 2,407 shares; 2026Q2: 2,407 shares 2,407 $2.25M 0.18% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,124 shares; 2024Q4: 10,123 shares; 2025Q1: 10,096 shares; 2025Q2: 9,773 shares; 2025Q3: 9,328 shares; 2025Q4: 9,447 shares; 2026Q1: 9,646 shares; 2026Q2: 9,533 shares 9,533 $2.13M 0.17% -113 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: 7,899 shares; 2024Q4: 7,879 shares; 2025Q1: 7,832 shares; 2025Q2: 7,642 shares; 2025Q3: 7,305 shares; 2025Q4: 7,313 shares; 2026Q1: 7,513 shares; 2026Q2: 7,549 shares 7,549 $2.04M 0.16% +36 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,701 shares; 2025Q1: 1,591 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,885 shares 1,885 $2.01M 0.16% +495 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: 5,318 shares; 2024Q4: 5,364 shares; 2025Q1: 5,393 shares; 2025Q2: 5,393 shares; 2025Q3: 5,406 shares; 2025Q4: 5,406 shares; 2026Q1: 5,406 shares; 2026Q2: 5,409 shares 5,409 $1.99M 0.16% +3 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,880 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,762 shares; 2025Q3: 3,676 shares; 2025Q4: 3,671 shares; 2026Q1: 3,783 shares; 2026Q2: 3,755 shares 3,755 $1.93M 0.15% -28 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: 4,000 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares; 2026Q2: 3,569 shares 3,569 $1.42M 0.11% +73 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: 8,144 shares; 2024Q4: 8,076 shares; 2025Q1: 8,026 shares; 2025Q2: 7,990 shares; 2025Q3: 7,607 shares; 2025Q4: 7,497 shares; 2026Q1: 7,368 shares; 2026Q2: 7,428 shares 7,428 $1.41M 0.11% +60 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $1.16M 0.09% 0 Timeline XLB 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: 11,478 shares; 2024Q4: 11,478 shares; 2025Q1: 11,305 shares; 2025Q2: 11,305 shares; 2025Q3: 11,305 shares; 2025Q4: 22,610 shares; 2026Q1: 22,610 shares; 2026Q2: 22,610 shares 22,610 $1.15M 0.09% 0 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: 6,154 shares; 2024Q4: 6,152 shares; 2025Q1: 7,102 shares; 2025Q2: 6,919 shares; 2025Q3: 6,687 shares; 2025Q4: 6,637 shares; 2026Q1: 6,764 shares; 2026Q2: 6,744 shares 6,744 $1.12M 0.09% -20 Timeline NVCT NUVECTIS PHARMA INC More: the full row for NUVECTIS PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,401 shares; 2024Q4: 59,000 shares; 2025Q1: 59,000 shares; 2025Q2: 59,000 shares; 2025Q3: 59,000 shares; 2025Q4: 59,000 shares; 2026Q1: 59,000 shares; 2026Q2: 59,000 shares 59,000 $1.09M 0.09% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,727 shares; 2024Q4: 30,424 shares; 2025Q1: 31,055 shares; 2025Q2: 7,383 shares; 2025Q3: 7,141 shares; 2025Q4: 6,724 shares; 2026Q1: 5,449 shares; 2026Q2: 5,250 shares 5,250 $1.08M 0.08% -199 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,840 shares; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 3,704 shares; 2025Q3: 3,704 shares; 2025Q4: 3,704 shares; 2026Q1: 3,704 shares; 2026Q2: 3,704 shares 3,704 $907K 0.07% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,070 shares; 2026Q2: 3,070 shares 3,070 $900K 0.07% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 20,212 shares; 2026Q1: 16,558 shares; 2026Q2: 16,558 shares 16,558 $881K 0.07% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,603 shares; 2025Q2: 3,340 shares; 2025Q3: 2,884 shares; 2025Q4: 2,852 shares; 2026Q1: 2,805 shares; 2026Q2: 2,724 shares 2,724 $858K 0.07% -81 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: not reported; 2024Q4: 4,200 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,302 shares; 2025Q4: 9,502 shares; 2026Q1: 9,563 shares; 2026Q2: 9,283 shares 9,283 $857K 0.07% -280 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,813 shares 3,813 $854K 0.07% new 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: 842 shares; 2024Q4: 1,919 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 834 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $850K 0.07% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,813 shares 3,813 $843K 0.07% new 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: 4,842 shares; 2024Q4: 4,842 shares; 2025Q1: 4,831 shares; 2025Q2: 12,003 shares; 2025Q3: 9,791 shares; 2025Q4: 15,987 shares; 2026Q1: 15,987 shares; 2026Q2: 15,987 shares 15,987 $808K 0.06% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,858 shares; 2024Q4: 10,765 shares; 2025Q1: 10,553 shares; 2025Q2: 10,174 shares; 2025Q3: 10,196 shares; 2025Q4: 10,144 shares; 2026Q1: 8,330 shares; 2026Q2: 7,988 shares 7,988 $769K 0.06% -342 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: 36,628 shares; 2024Q4: 36,719 shares; 2025Q1: 37,941 shares; 2025Q2: 37,315 shares; 2025Q3: 37,770 shares; 2025Q4: 5,608 shares; 2026Q1: 5,140 shares; 2026Q2: 4,890 shares 4,890 $766K 0.06% -250 Timeline BBHL BBH TR More: the full row for BBH 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: 59,338 shares; 2026Q1: 43,862 shares; 2026Q2: 43,862 shares 43,862 $763K 0.06% 0 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 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: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares; 2025Q4: 1,996 shares; 2026Q1: 3,983 shares; 2026Q2: 3,983 shares 3,983 $737K 0.06% 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: 3,317 shares; 2024Q4: 3,317 shares; 2025Q1: 3,342 shares; 2025Q2: 2,907 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares; 2026Q1: 2,955 shares; 2026Q2: 2,985 shares 2,985 $735K 0.06% +30 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,112 shares; 2024Q4: 4,269 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares; 2025Q4: 4,269 shares; 2026Q1: 4,269 shares; 2026Q2: 4,269 shares 4,269 $724K 0.06% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,180 shares 21,180 $705K 0.06% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,520 shares; 2024Q4: 8,520 shares; 2025Q1: 8,520 shares; 2025Q2: 7,850 shares; 2025Q3: 6,930 shares; 2025Q4: 6,930 shares; 2026Q1: 7,188 shares; 2026Q2: 7,188 shares 7,188 $696K 0.05% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,677 shares; 2024Q4: 12,677 shares; 2025Q1: 12,677 shares; 2025Q2: 11,330 shares; 2025Q3: 11,438 shares; 2025Q4: 11,438 shares; 2026Q1: 11,438 shares; 2026Q2: 11,376 shares 11,376 $687K 0.05% -62 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: 3,867 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,233 shares; 2026Q2: 2,649 shares 2,649 $677K 0.05% +416 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: 2,399 shares; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,223 shares; 2025Q3: 2,401 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares; 2026Q2: 2,399 shares 2,399 $649K 0.05% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,496 shares; 2025Q4: 1,496 shares; 2026Q1: 1,496 shares; 2026Q2: 1,496 shares 1,496 $648K 0.05% 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: 4,083 shares; 2025Q2: 4,108 shares; 2025Q3: 4,109 shares; 2025Q4: 4,084 shares; 2026Q1: 5,084 shares; 2026Q2: 5,083 shares 5,083 $598K 0.05% -1 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,419 shares; 2024Q4: 64,558 shares; 2025Q1: 7,154 shares; 2025Q2: 6,621 shares; 2025Q3: 6,643 shares; 2025Q4: 6,219 shares; 2026Q1: 5,706 shares; 2026Q2: 5,780 shares 5,780 $594K 0.05% +74 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: 1,629 shares; 2024Q4: 1,631 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares; 2026Q1: 1,596 shares; 2026Q2: 1,580 shares 1,580 $590K 0.05% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares; 2026Q2: 4,652 shares 4,652 $578K 0.05% +3,489 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,599 shares; 2024Q4: 54,710 shares; 2025Q1: 56,275 shares; 2025Q2: 55,254 shares; 2025Q3: 55,505 shares; 2025Q4: 55,418 shares; 2026Q1: 55,889 shares; 2026Q2: 7,697 shares 7,697 $553K 0.04% -48,192 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: 8,027 shares; 2024Q4: 10,810 shares; 2025Q1: 9,484 shares; 2025Q2: 9,484 shares; 2025Q3: 9,491 shares; 2025Q4: 9,472 shares; 2026Q1: 9,472 shares; 2026Q2: 9,548 shares 9,548 $550K 0.04% +76 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: 3,038 shares; 2024Q4: 3,067 shares; 2025Q1: 3,038 shares; 2025Q2: 3,038 shares; 2025Q3: 3,040 shares; 2025Q4: 3,104 shares; 2026Q1: 3,104 shares; 2026Q2: 3,293 shares 3,293 $533K 0.04% +189 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,285 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares; 2026Q2: 3,328 shares 3,328 $532K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,436 shares; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares; 2026Q2: 2,436 shares 2,436 $527K 0.04% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $521K 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: 3,770 shares; 2024Q4: 3,770 shares; 2025Q1: 3,770 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,674 shares; 2026Q1: 3,643 shares; 2026Q2: 3,643 shares 3,643 $453K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,977 shares; 2024Q4: 16,964 shares; 2025Q1: 16,721 shares; 2025Q2: 16,721 shares; 2025Q3: 16,548 shares; 2025Q4: 16,504 shares; 2026Q1: 16,379 shares; 2026Q2: 18,129 shares 18,129 $445K 0.03% +1,750 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: 627 shares; 2024Q4: 1,953 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,122 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares; 2026Q2: 1,112 shares 1,112 $442K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,110 shares; 2024Q4: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 5,110 shares; 2025Q3: 5,110 shares; 2025Q4: 5,107 shares; 2026Q1: 5,082 shares; 2026Q2: 5,157 shares 5,157 $437K 0.03% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,060 shares; 2026Q2: 6,064 shares 6,064 $432K 0.03% +4 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: 20,742 shares; 2024Q4: 20,478 shares; 2025Q1: 20,052 shares; 2025Q2: 17,843 shares; 2025Q3: 17,911 shares; 2025Q4: 17,686 shares; 2026Q1: 17,312 shares; 2026Q2: 17,312 shares 17,312 $417K 0.03% 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: 6,175 shares; 2024Q4: 6,083 shares; 2025Q1: 6,083 shares; 2025Q2: 6,053 shares; 2025Q3: 6,053 shares; 2025Q4: 6,053 shares; 2026Q1: 5,553 shares; 2026Q2: 5,553 shares 5,553 $407K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,263 shares; 2026Q2: 5,052 shares 5,052 $407K 0.03% +3,789 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,490 shares; 2026Q1: 2,478 shares; 2026Q2: 2,492 shares 2,492 $407K 0.03% +14 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares; 2026Q2: 1,869 shares 1,869 $404K 0.03% 0 Timeline PWCDF POWER CORP CANADA More: the full row for POWER CORP CANADA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,400 shares; 2024Q4: not reported; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,409 shares; 2025Q4: 6,409 shares; 2026Q1: 6,409 shares; 2026Q2: 6,409 shares 6,409 $398K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $386K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,058 shares; 2024Q4: 4,058 shares; 2025Q1: 3,971 shares; 2025Q2: 3,886 shares; 2025Q3: 3,889 shares; 2025Q4: 3,881 shares; 2026Q1: 3,760 shares; 2026Q2: 3,760 shares 3,760 $384K 0.03% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,210 shares; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 3,810 shares; 2025Q3: 3,096 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares; 2026Q2: 3,090 shares 3,090 $368K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,883 shares; 2024Q4: 7,883 shares; 2025Q1: 7,805 shares; 2025Q2: 7,755 shares; 2025Q3: 7,755 shares; 2025Q4: 7,755 shares; 2026Q1: 7,755 shares; 2026Q2: 8,757 shares 8,757 $359K 0.03% +1,002 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: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 2,865 shares; 2026Q2: 2,865 shares 2,865 $338K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: 2,517 shares; 2025Q1: 2,390 shares; 2025Q2: 2,222 shares; 2025Q3: 1,792 shares; 2025Q4: 1,750 shares; 2026Q1: 1,770 shares; 2026Q2: 1,770 shares 1,770 $337K 0.03% 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: 2,158 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 3,124 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares; 2026Q2: 2,282 shares 2,282 $334K 0.03% -120 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,101 shares; 2024Q4: 16,101 shares; 2025Q1: 16,101 shares; 2025Q2: 16,101 shares; 2025Q3: 15,450 shares; 2025Q4: 15,442 shares; 2026Q1: 14,496 shares; 2026Q2: 13,776 shares 13,776 $330K 0.03% -720 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 2,374 shares; 2025Q1: 2,060 shares; 2025Q2: 1,882 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares; 2026Q2: 1,260 shares 1,260 $329K 0.03% -375 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $329K 0.03% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 439 shares; 2026Q1: 439 shares; 2026Q2: 439 shares 439 $323K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,472 shares; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $323K 0.03% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,821 shares; 2024Q4: 2,821 shares; 2025Q1: 2,621 shares; 2025Q2: 2,553 shares; 2025Q3: 2,664 shares; 2025Q4: 2,664 shares; 2026Q1: 2,664 shares; 2026Q2: 2,664 shares 2,664 $320K 0.03% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 500 shares 500 $319K 0.03% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY 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: 5,274 shares; 2026Q2: 5,277 shares 5,277 $315K 0.02% +3 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: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,690 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,680 shares 1,680 $310K 0.02% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares; 2026Q2: 263 shares 263 $309K 0.02% -7 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,610 shares; 2024Q4: 5,610 shares; 2025Q1: 5,285 shares; 2025Q2: 4,469 shares; 2025Q3: 3,316 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares; 2026Q2: 3,316 shares 3,316 $300K 0.02% 0 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: 614 shares 614 $293K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $255K 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY 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: 3,025 shares; 2026Q2: 3,025 shares 3,025 $253K 0.02% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,941 shares; 2024Q4: 2,792 shares; 2025Q1: 2,862 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,704 shares; 2026Q2: 2,672 shares 2,672 $253K 0.02% -32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 338 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $252K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,186 shares; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $248K 0.02% new 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: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,386 shares; 2026Q1: 2,386 shares; 2026Q2: 2,500 shares 2,500 $246K 0.02% +114 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,120 shares; 2024Q4: 7,120 shares; 2025Q1: 7,120 shares; 2025Q2: 7,120 shares; 2025Q3: 7,120 shares; 2025Q4: 7,120 shares; 2026Q1: not reported; 2026Q2: 7,120 shares 7,120 $239K 0.02% new 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: 2,472 shares; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,488 shares; 2025Q4: 2,488 shares; 2026Q1: 2,488 shares; 2026Q2: 2,488 shares 2,488 $238K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $232K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 606 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 590 shares; 2026Q2: 569 shares 569 $232K 0.02% -21 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,899 shares 1,899 $231K 0.02% new 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: 413 shares; 2025Q1: 319 shares; 2025Q2: 314 shares; 2025Q3: 328 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares; 2026Q2: 3,205 shares 3,205 $229K 0.02% -75 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,991 shares; 2024Q4: 4,991 shares; 2025Q1: 4,991 shares; 2025Q2: 4,991 shares; 2025Q3: 4,991 shares; 2025Q4: 4,988 shares; 2026Q1: 4,963 shares; 2026Q2: 1,679 shares 1,679 $228K 0.02% -3,284 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055 shares; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,386 shares 1,386 $227K 0.02% new 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: 425 shares; 2024Q4: 910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: not reported; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $210K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,321 shares; 2024Q4: 5,321 shares; 2025Q1: 5,066 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares; 2025Q4: 4,343 shares; 2026Q1: 4,258 shares; 2026Q2: 4,258 shares 4,258 $209K 0.02% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,060 shares; 2026Q2: 1,060 shares 1,060 $206K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares; 2025Q2: 2,781 shares; 2025Q3: 2,810 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 2,806 shares 2,806 $201K 0.02% 0 Timeline