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: 546,870 shares; 2024Q4: 547,438 shares; 2025Q1: 550,310 shares; 2025Q2: 557,659 shares; 2025Q3: 544,492 shares; 2025Q4: 542,867 shares; 2026Q1: 540,417 shares; 2026Q2: 537,488 shares 537,488 $645M 28.1% -2,929 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: 250,051 shares; 2024Q4: 247,578 shares; 2025Q1: 250,310 shares; 2025Q2: 256,906 shares; 2025Q3: 257,321 shares; 2025Q4: 271,624 shares; 2026Q1: 279,455 shares; 2026Q2: 274,215 shares 274,215 $205M 8.95% -5,240 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: 1,181,060 shares; 2024Q4: 1,133,441 shares; 2025Q1: 1,151,952 shares; 2025Q2: 1,180,815 shares; 2025Q3: 1,109,335 shares; 2025Q4: 1,121,755 shares; 2026Q1: 1,152,695 shares; 2026Q2: 1,150,363 shares 1,150,363 $88.7M 3.87% -2,332 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957,352 shares; 2024Q4: 1,906,668 shares; 2025Q1: 1,891,714 shares; 2025Q2: 1,881,382 shares; 2025Q3: 1,861,935 shares; 2025Q4: 1,840,603 shares; 2026Q1: 1,813,550 shares; 2026Q2: 1,711,363 shares 1,711,363 $47.4M 2.07% -102,187 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: 70,261 shares; 2024Q4: 62,594 shares; 2025Q1: 90,916 shares; 2025Q2: 108,742 shares; 2025Q3: 107,805 shares; 2025Q4: 107,858 shares; 2026Q1: 110,132 shares; 2026Q2: 119,112 shares 119,112 $45M 1.96% +8,980 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: 152,108 shares; 2024Q4: 153,462 shares; 2025Q1: 154,506 shares; 2025Q2: 147,666 shares; 2025Q3: 147,607 shares; 2025Q4: 155,765 shares; 2026Q1: 161,957 shares; 2026Q2: 154,703 shares 154,703 $44.8M 1.95% -7,254 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 762,196 shares; 2025Q3: 777,115 shares; 2025Q4: 809,486 shares; 2026Q1: 819,602 shares; 2026Q2: 807,941 shares 807,941 $40.9M 1.78% -11,661 Timeline SLYV 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: 910,990 shares; 2024Q4: 838,513 shares; 2025Q1: 854,454 shares; 2025Q2: 885,572 shares; 2025Q3: 878,567 shares; 2025Q4: 879,145 shares; 2026Q1: 791,132 shares; 2026Q2: 374,631 shares 374,631 $40.9M 1.78% -416,501 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: 88,347 shares; 2024Q4: 87,911 shares; 2025Q1: 83,801 shares; 2025Q2: 83,361 shares; 2025Q3: 83,077 shares; 2025Q4: 84,072 shares; 2026Q1: 86,279 shares; 2026Q2: 82,547 shares 82,547 $30.8M 1.34% -3,732 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: 95,853 shares; 2024Q4: 95,112 shares; 2025Q1: 97,244 shares; 2025Q2: 96,484 shares; 2025Q3: 95,453 shares; 2025Q4: 94,521 shares; 2026Q1: 90,548 shares; 2026Q2: 86,369 shares 86,369 $30.5M 1.33% -4,179 Timeline NUGO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578,626 shares 578,626 $25M 1.09% new 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: 52,466 shares; 2024Q4: 52,185 shares; 2025Q1: 51,645 shares; 2025Q2: 65,626 shares; 2025Q3: 65,084 shares; 2025Q4: 66,060 shares; 2026Q1: 68,246 shares; 2026Q2: 74,845 shares 74,845 $24.5M 1.07% +6,599 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: 101,161 shares; 2024Q4: 101,516 shares; 2025Q1: 108,695 shares; 2025Q2: 108,308 shares; 2025Q3: 107,808 shares; 2025Q4: 108,172 shares; 2026Q1: 123,763 shares; 2026Q2: 118,649 shares 118,649 $23.7M 1.03% -5,114 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,726 shares; 2024Q4: 164,899 shares; 2025Q1: 164,803 shares; 2025Q2: 164,692 shares; 2025Q3: 162,553 shares; 2025Q4: 162,703 shares; 2026Q1: 160,901 shares; 2026Q2: 155,008 shares 155,008 $23M 1% -5,893 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: 168,605 shares; 2024Q4: 165,475 shares; 2025Q1: 164,010 shares; 2025Q2: 162,289 shares; 2025Q3: 160,008 shares; 2025Q4: 160,855 shares; 2026Q1: 163,626 shares; 2026Q2: 159,080 shares 159,080 $21.7M 0.95% -4,546 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: 59,195 shares; 2024Q4: 57,580 shares; 2025Q1: 50,385 shares; 2025Q2: 49,994 shares; 2025Q3: 49,339 shares; 2025Q4: 49,457 shares; 2026Q1: 49,807 shares; 2026Q2: 48,279 shares 48,279 $20.6M 0.9% -1,528 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: 15,244 shares; 2024Q4: 15,639 shares; 2025Q1: 24,485 shares; 2025Q2: 24,511 shares; 2025Q3: 24,314 shares; 2025Q4: 22,116 shares; 2026Q1: 20,216 shares; 2026Q2: 19,073 shares 19,073 $20.3M 0.89% -1,143 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,214 shares; 2024Q4: 151,809 shares; 2025Q1: 157,196 shares; 2025Q2: 159,031 shares; 2025Q3: 161,097 shares; 2025Q4: 170,709 shares; 2026Q1: 175,727 shares; 2026Q2: 169,041 shares 169,041 $17M 0.74% -6,686 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: 45,224 shares; 2024Q4: 43,984 shares; 2025Q1: 43,501 shares; 2025Q2: 42,700 shares; 2025Q3: 41,855 shares; 2025Q4: 42,074 shares; 2026Q1: 41,860 shares; 2026Q2: 40,572 shares 40,572 $16.1M 0.7% -1,288 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: 52,647 shares; 2024Q4: 51,612 shares; 2025Q1: 50,759 shares; 2025Q2: 50,327 shares; 2025Q3: 60,681 shares; 2025Q4: 62,539 shares; 2026Q1: 65,122 shares; 2026Q2: 62,744 shares 62,744 $15.8M 0.69% -2,378 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: 134,005 shares; 2024Q4: 131,045 shares; 2025Q1: 130,151 shares; 2025Q2: 129,165 shares; 2025Q3: 126,996 shares; 2025Q4: 127,960 shares; 2026Q1: 127,005 shares; 2026Q2: 122,719 shares 122,719 $15.8M 0.69% -4,286 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: 129,287 shares; 2024Q4: 126,632 shares; 2025Q1: 125,179 shares; 2025Q2: 124,833 shares; 2025Q3: 122,295 shares; 2025Q4: 123,614 shares; 2026Q1: 128,234 shares; 2026Q2: 123,289 shares 123,289 $14.5M 0.63% -4,945 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,852 shares; 2024Q4: 299,873 shares; 2025Q1: 311,312 shares; 2025Q2: 311,295 shares; 2025Q3: 312,266 shares; 2025Q4: 325,991 shares; 2026Q1: 332,955 shares; 2026Q2: 320,242 shares 320,242 $14.4M 0.63% -12,713 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: 110,118 shares; 2024Q4: 107,601 shares; 2025Q1: 106,614 shares; 2025Q2: 80,876 shares; 2025Q3: 79,366 shares; 2025Q4: 80,354 shares; 2026Q1: 80,663 shares; 2026Q2: 77,526 shares 77,526 $14.3M 0.62% -3,137 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: 82,749 shares; 2024Q4: 81,211 shares; 2025Q1: 80,092 shares; 2025Q2: 84,525 shares; 2025Q3: 83,395 shares; 2025Q4: 88,319 shares; 2026Q1: 88,978 shares; 2026Q2: 84,978 shares 84,978 $14.1M 0.61% -4,000 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: 58,407 shares; 2024Q4: 57,360 shares; 2025Q1: 56,522 shares; 2025Q2: 56,372 shares; 2025Q3: 55,442 shares; 2025Q4: 55,979 shares; 2026Q1: 56,794 shares; 2026Q2: 55,081 shares 55,081 $14M 0.61% -1,713 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: 29,256 shares; 2024Q4: 28,926 shares; 2025Q1: 28,978 shares; 2025Q2: 27,491 shares; 2025Q3: 27,082 shares; 2025Q4: 27,049 shares; 2026Q1: 26,860 shares; 2026Q2: 26,274 shares 26,274 $13.4M 0.58% -586 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: 231,057 shares; 2024Q4: 229,046 shares; 2025Q1: 230,303 shares; 2025Q2: 230,785 shares; 2025Q3: 226,776 shares; 2025Q4: 235,335 shares; 2026Q1: 236,146 shares; 2026Q2: 221,564 shares 221,564 $12.6M 0.55% -14,582 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,229 shares; 2024Q4: 239,034 shares; 2025Q1: 244,454 shares; 2025Q2: 246,185 shares; 2025Q3: 255,304 shares; 2025Q4: 246,984 shares; 2026Q1: 253,719 shares; 2026Q2: 238,502 shares 238,502 $12.5M 0.54% -15,217 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: 350,616 shares; 2024Q4: 344,504 shares; 2025Q1: 343,153 shares; 2025Q2: 342,310 shares; 2025Q3: 338,688 shares; 2025Q4: 338,476 shares; 2026Q1: 342,600 shares; 2026Q2: 254,182 shares 254,182 $12.1M 0.53% -88,418 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,665 shares; 2024Q4: 121,946 shares; 2025Q1: 120,215 shares; 2025Q2: 118,931 shares; 2025Q3: 116,194 shares; 2025Q4: 116,588 shares; 2026Q1: 116,874 shares; 2026Q2: 112,394 shares 112,394 $12.1M 0.53% -4,480 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,600 shares; 2024Q4: 38,709 shares; 2025Q1: 38,450 shares; 2025Q2: 38,186 shares; 2025Q3: 37,904 shares; 2025Q4: 38,139 shares; 2026Q1: 38,051 shares; 2026Q2: 36,668 shares 36,668 $12.1M 0.53% -1,383 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: 244,136 shares; 2024Q4: 240,154 shares; 2025Q1: 240,412 shares; 2025Q2: 224,855 shares; 2025Q3: 221,466 shares; 2025Q4: 219,464 shares; 2026Q1: 205,214 shares; 2026Q2: 196,550 shares 196,550 $11.9M 0.52% -8,664 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,496 shares; 2024Q4: 317,899 shares; 2025Q1: 316,852 shares; 2025Q2: 314,059 shares; 2025Q3: 306,004 shares; 2025Q4: 308,714 shares; 2026Q1: 245,549 shares; 2026Q2: 236,722 shares 236,722 $11.3M 0.49% -8,827 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: 15,482 shares; 2024Q4: 15,114 shares; 2025Q1: 14,337 shares; 2025Q2: 14,140 shares; 2025Q3: 14,072 shares; 2025Q4: 13,740 shares; 2026Q1: 15,670 shares; 2026Q2: 14,827 shares 14,827 $11.1M 0.48% -843 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: 45,439 shares; 2024Q4: 44,897 shares; 2025Q1: 44,494 shares; 2025Q2: 43,373 shares; 2025Q3: 43,058 shares; 2025Q4: 48,060 shares; 2026Q1: 47,745 shares; 2026Q2: 56,585 shares 56,585 $10.7M 0.47% +8,840 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: 5,363 shares; 2024Q4: 5,333 shares; 2025Q1: 5,370 shares; 2025Q2: 5,324 shares; 2025Q3: 5,277 shares; 2025Q4: 5,154 shares; 2026Q1: 3,912 shares; 2026Q2: 35,384 shares 35,384 $10.7M 0.47% +31,472 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: 48,371 shares; 2024Q4: 50,314 shares; 2025Q1: 52,467 shares; 2025Q2: 52,898 shares; 2025Q3: 52,543 shares; 2025Q4: 52,716 shares; 2026Q1: 53,861 shares; 2026Q2: 44,452 shares 44,452 $10.6M 0.46% -9,409 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,300 shares; 2024Q4: 201,177 shares; 2025Q1: 156,595 shares; 2025Q2: 155,756 shares; 2025Q3: 152,975 shares; 2025Q4: 154,454 shares; 2026Q1: 153,963 shares; 2026Q2: 149,448 shares 149,448 $10.5M 0.46% -4,515 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,771 shares; 2024Q4: 78,187 shares; 2025Q1: 76,631 shares; 2025Q2: 76,147 shares; 2025Q3: 74,485 shares; 2025Q4: 74,690 shares; 2026Q1: 78,228 shares; 2026Q2: 75,863 shares 75,863 $10.4M 0.45% -2,365 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: 23,923 shares; 2024Q4: 49,089 shares; 2025Q1: 49,650 shares; 2025Q2: 45,555 shares; 2025Q3: 45,442 shares; 2025Q4: 38,883 shares; 2026Q1: 32,022 shares; 2026Q2: 30,253 shares 30,253 $10.3M 0.45% -1,769 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: 120,223 shares; 2024Q4: 83,614 shares; 2025Q1: 83,685 shares; 2025Q2: 82,973 shares; 2025Q3: 102,498 shares; 2025Q4: 103,862 shares; 2026Q1: 104,296 shares; 2026Q2: 83,861 shares 83,861 $9.5M 0.41% -20,435 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: 109,570 shares; 2024Q4: 106,880 shares; 2025Q1: 101,682 shares; 2025Q2: 101,107 shares; 2025Q3: 99,481 shares; 2025Q4: 425,029 shares; 2026Q1: 127,204 shares; 2026Q2: 124,783 shares 124,783 $9.5M 0.41% -2,421 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,749 shares; 2024Q4: 33,977 shares; 2025Q1: 33,422 shares; 2025Q2: 40,561 shares; 2025Q3: 40,129 shares; 2025Q4: 39,668 shares; 2026Q1: 39,573 shares; 2026Q2: 38,444 shares 38,444 $8.96M 0.39% -1,129 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: 26,285 shares; 2024Q4: 25,575 shares; 2025Q1: 26,061 shares; 2025Q2: 25,674 shares; 2025Q3: 25,486 shares; 2025Q4: 26,493 shares; 2026Q1: 27,135 shares; 2026Q2: 25,824 shares 25,824 $8.86M 0.39% -1,311 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: 58,164 shares; 2024Q4: 52,952 shares; 2025Q1: 53,063 shares; 2025Q2: 53,268 shares; 2025Q3: 53,384 shares; 2025Q4: 50,291 shares; 2026Q1: 50,383 shares; 2026Q2: 36,530 shares 36,530 $8.86M 0.39% -13,853 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,807 shares; 2024Q4: 210,866 shares; 2025Q1: 208,983 shares; 2025Q2: 209,996 shares; 2025Q3: 206,093 shares; 2025Q4: 207,261 shares; 2026Q1: 169,108 shares; 2026Q2: 161,878 shares 161,878 $8.78M 0.38% -7,230 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: 130,836 shares; 2024Q4: 126,307 shares; 2025Q1: 124,721 shares; 2025Q2: 124,548 shares; 2025Q3: 121,368 shares; 2025Q4: 127,957 shares; 2026Q1: 156,664 shares; 2026Q2: 150,829 shares 150,829 $8.69M 0.38% -5,835 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: 45,333 shares; 2024Q4: 44,110 shares; 2025Q1: 100,847 shares; 2025Q2: 100,076 shares; 2025Q3: 98,277 shares; 2025Q4: 105,640 shares; 2026Q1: 109,547 shares; 2026Q2: 104,726 shares 104,726 $8.65M 0.38% -4,821 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: 9,823 shares; 2024Q4: 9,677 shares; 2025Q1: 10,106 shares; 2025Q2: 10,021 shares; 2025Q3: 10,049 shares; 2025Q4: 10,834 shares; 2026Q1: 9,578 shares; 2026Q2: 9,146 shares 9,146 $8.56M 0.37% -432 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: 36,569 shares; 2024Q4: 35,895 shares; 2025Q1: 29,218 shares; 2025Q2: 29,274 shares; 2025Q3: 28,824 shares; 2025Q4: 29,591 shares; 2026Q1: 30,331 shares; 2026Q2: 30,103 shares 30,103 $8.47M 0.37% -228 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: 20,101 shares; 2024Q4: 21,712 shares; 2025Q1: 21,872 shares; 2025Q2: 14,619 shares; 2025Q3: 14,615 shares; 2025Q4: 16,192 shares; 2026Q1: 16,527 shares; 2026Q2: 16,439 shares 16,439 $8.23M 0.36% -88 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,357 shares; 2024Q4: 60,593 shares; 2025Q1: 60,036 shares; 2025Q2: 59,396 shares; 2025Q3: 44,831 shares; 2025Q4: 44,635 shares; 2026Q1: 41,060 shares; 2026Q2: 40,003 shares 40,003 $8.06M 0.35% -1,057 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,343 shares; 2024Q4: 65,977 shares; 2025Q1: 67,706 shares; 2025Q2: 68,138 shares; 2025Q3: 54,193 shares; 2025Q4: 56,037 shares; 2026Q1: 58,681 shares; 2026Q2: 58,230 shares 58,230 $8.01M 0.35% -451 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: 191,537 shares; 2024Q4: 188,380 shares; 2025Q1: 188,453 shares; 2025Q2: 190,087 shares; 2025Q3: 189,922 shares; 2025Q4: 191,914 shares; 2026Q1: 190,525 shares; 2026Q2: 185,390 shares 185,390 $7.85M 0.34% -5,135 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,297 shares; 2024Q4: 108,858 shares; 2025Q1: 107,732 shares; 2025Q2: 106,377 shares; 2025Q3: 104,626 shares; 2025Q4: 104,790 shares; 2026Q1: 69,176 shares; 2026Q2: 67,075 shares 67,075 $7.7M 0.34% -2,101 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: 41,673 shares; 2026Q2: 40,260 shares 40,260 $7.63M 0.33% -1,413 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: 43,099 shares; 2024Q4: 41,452 shares; 2025Q1: 56,409 shares; 2025Q2: 56,316 shares; 2025Q3: 55,723 shares; 2025Q4: 54,836 shares; 2026Q1: 54,529 shares; 2026Q2: 51,364 shares 51,364 $7.53M 0.33% -3,165 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,849 shares; 2024Q4: 3,980 shares; 2025Q1: 3,534 shares; 2025Q2: 3,854 shares; 2025Q3: 3,844 shares; 2025Q4: 3,844 shares; 2026Q1: 29,282 shares; 2026Q2: 28,600 shares 28,600 $7.45M 0.32% -682 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: 14,997 shares; 2024Q4: 16,532 shares; 2025Q1: 16,013 shares; 2025Q2: 24,109 shares; 2025Q3: 24,321 shares; 2025Q4: 24,984 shares; 2026Q1: 18,545 shares; 2026Q2: 17,688 shares 17,688 $7.35M 0.32% -857 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: 11,653 shares; 2024Q4: 11,491 shares; 2025Q1: 11,364 shares; 2025Q2: 11,088 shares; 2025Q3: 10,971 shares; 2025Q4: 10,874 shares; 2026Q1: 10,874 shares; 2026Q2: 10,292 shares 10,292 $7.24M 0.32% -582 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: 11,359 shares; 2024Q4: 11,071 shares; 2025Q1: 11,049 shares; 2025Q2: 10,821 shares; 2025Q3: 10,725 shares; 2025Q4: 10,223 shares; 2026Q1: 10,111 shares; 2026Q2: 9,572 shares 9,572 $7.23M 0.32% -539 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: 51,875 shares; 2024Q4: 51,418 shares; 2025Q1: 50,130 shares; 2025Q2: 47,603 shares; 2025Q3: 47,470 shares; 2025Q4: 48,615 shares; 2026Q1: 48,488 shares; 2026Q2: 47,244 shares 47,244 $7.16M 0.31% -1,244 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: 72,067 shares; 2024Q4: 68,671 shares; 2025Q1: 68,576 shares; 2025Q2: 68,344 shares; 2025Q3: 66,331 shares; 2025Q4: 67,589 shares; 2026Q1: 67,318 shares; 2026Q2: 60,578 shares 60,578 $7.12M 0.31% -6,740 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: 9,084 shares; 2024Q4: 9,641 shares; 2025Q1: 9,695 shares; 2025Q2: 8,986 shares; 2025Q3: 8,971 shares; 2025Q4: 11,856 shares; 2026Q1: 12,963 shares; 2026Q2: 12,626 shares 12,626 $7.11M 0.31% -337 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: 23,265 shares; 2024Q4: 22,809 shares; 2025Q1: 22,692 shares; 2025Q2: 22,559 shares; 2025Q3: 22,103 shares; 2025Q4: 26,626 shares; 2026Q1: 26,629 shares; 2026Q2: 25,476 shares 25,476 $6.93M 0.3% -1,153 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: 9,592 shares; 2024Q4: 6,295 shares; 2025Q1: 47,573 shares; 2025Q2: 47,508 shares; 2025Q3: 80,511 shares; 2025Q4: 83,502 shares; 2026Q1: 87,475 shares; 2026Q2: 84,750 shares 84,750 $6.89M 0.3% -2,725 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,564 shares; 2024Q4: 27,564 shares; 2025Q1: 27,564 shares; 2025Q2: 27,564 shares; 2025Q3: 27,564 shares; 2025Q4: 485,064 shares; 2026Q1: 328,604 shares; 2026Q2: 223,604 shares 223,604 $6.84M 0.3% -105,000 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: 80,923 shares; 2024Q4: 79,303 shares; 2025Q1: 78,864 shares; 2025Q2: 75,993 shares; 2025Q3: 54,229 shares; 2025Q4: 51,579 shares; 2026Q1: 51,874 shares; 2026Q2: 50,053 shares 50,053 $6.78M 0.3% -1,821 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: 79,289 shares; 2024Q4: 76,431 shares; 2025Q1: 75,273 shares; 2025Q2: 73,874 shares; 2025Q3: 72,896 shares; 2025Q4: 73,226 shares; 2026Q1: 72,811 shares; 2026Q2: 70,411 shares 70,411 $6.68M 0.29% -2,400 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,633 shares; 2024Q4: 216,752 shares; 2025Q1: 214,745 shares; 2025Q2: 171,377 shares; 2025Q3: 147,179 shares; 2025Q4: 143,409 shares; 2026Q1: 141,554 shares; 2026Q2: 126,159 shares 126,159 $6.64M 0.29% -15,395 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: 15,953 shares; 2025Q3: 15,964 shares; 2025Q4: 16,064 shares; 2026Q1: 15,953 shares; 2026Q2: 15,226 shares 15,226 $6.6M 0.29% -727 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: 65,580 shares; 2024Q4: 65,816 shares; 2025Q1: 65,459 shares; 2025Q2: 64,852 shares; 2025Q3: 62,908 shares; 2025Q4: 35,917 shares; 2026Q1: 32,998 shares; 2026Q2: 25,488 shares 25,488 $6.51M 0.28% -7,510 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,178 shares; 2024Q4: 50,460 shares; 2025Q1: 49,613 shares; 2025Q2: 74,867 shares; 2025Q3: 72,851 shares; 2025Q4: 71,110 shares; 2026Q1: 71,270 shares; 2026Q2: 68,277 shares 68,277 $6.43M 0.28% -2,993 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,118 shares; 2024Q4: 81,838 shares; 2025Q1: 80,770 shares; 2025Q2: 80,129 shares; 2025Q3: 78,532 shares; 2025Q4: 77,326 shares; 2026Q1: 77,474 shares; 2026Q2: 76,183 shares 76,183 $6.37M 0.28% -1,291 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,452 shares; 2025Q3: 83,632 shares; 2025Q4: 92,458 shares; 2026Q1: 112,619 shares; 2026Q2: 123,307 shares 123,307 $6.23M 0.27% +10,688 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: 53,786 shares; 2024Q4: 52,948 shares; 2025Q1: 53,250 shares; 2025Q2: 47,953 shares; 2025Q3: 46,955 shares; 2025Q4: 45,232 shares; 2026Q1: 44,827 shares; 2026Q2: 41,995 shares 41,995 $6.14M 0.27% -2,832 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,836 shares; 2024Q4: 273,958 shares; 2025Q1: 270,593 shares; 2025Q2: 264,764 shares; 2025Q3: 259,045 shares; 2025Q4: 241,426 shares; 2026Q1: 239,045 shares; 2026Q2: 231,523 shares 231,523 $5.85M 0.25% -7,522 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,346 shares; 2024Q4: 102,530 shares; 2025Q1: 103,500 shares; 2025Q2: 104,828 shares; 2025Q3: 112,280 shares; 2025Q4: 112,636 shares; 2026Q1: 117,243 shares; 2026Q2: 109,441 shares 109,441 $5.82M 0.25% -7,802 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,811 shares; 2024Q4: 60,407 shares; 2025Q1: 59,164 shares; 2025Q2: 58,566 shares; 2025Q3: 57,417 shares; 2025Q4: 55,880 shares; 2026Q1: 55,851 shares; 2026Q2: 53,787 shares 53,787 $5.81M 0.25% -2,064 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: 62,298 shares; 2024Q4: 60,552 shares; 2025Q1: 59,379 shares; 2025Q2: 58,599 shares; 2025Q3: 57,478 shares; 2025Q4: 58,006 shares; 2026Q1: 57,882 shares; 2026Q2: 56,100 shares 56,100 $5.37M 0.23% -1,782 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: 36,236 shares; 2024Q4: 29,375 shares; 2025Q1: 29,270 shares; 2025Q2: 20,653 shares; 2025Q3: 20,131 shares; 2025Q4: 19,264 shares; 2026Q1: 19,090 shares; 2026Q2: 18,269 shares 18,269 $5.36M 0.23% -821 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,468 shares; 2024Q4: 71,441 shares; 2025Q1: 71,299 shares; 2025Q2: 70,572 shares; 2025Q3: 70,237 shares; 2025Q4: 71,579 shares; 2026Q1: 72,360 shares; 2026Q2: 68,242 shares 68,242 $5.34M 0.23% -4,118 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,794 shares; 2024Q4: 106,314 shares; 2025Q1: 105,454 shares; 2025Q2: 104,012 shares; 2025Q3: 101,018 shares; 2025Q4: 101,462 shares; 2026Q1: 102,655 shares; 2026Q2: 93,176 shares 93,176 $5.25M 0.23% -9,479 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: 24,170 shares; 2024Q4: 24,364 shares; 2025Q1: 24,819 shares; 2025Q2: 24,482 shares; 2025Q3: 24,452 shares; 2025Q4: 25,292 shares; 2026Q1: 25,380 shares; 2026Q2: 23,802 shares 23,802 $5.25M 0.23% -1,578 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: 12,044 shares; 2026Q2: 11,568 shares 11,568 $4.99M 0.22% -476 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: 13,913 shares; 2024Q4: 13,612 shares; 2025Q1: 14,029 shares; 2025Q2: 14,025 shares; 2025Q3: 13,807 shares; 2025Q4: 14,450 shares; 2026Q1: 15,260 shares; 2026Q2: 13,869 shares 13,869 $4.89M 0.21% -1,391 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,085 shares; 2024Q4: 24,430 shares; 2025Q1: 24,344 shares; 2025Q2: 24,105 shares; 2025Q3: 23,694 shares; 2025Q4: 23,366 shares; 2026Q1: 23,282 shares; 2026Q2: 22,529 shares 22,529 $4.82M 0.21% -753 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: 71,991 shares; 2024Q4: 70,689 shares; 2025Q1: 70,099 shares; 2025Q2: 67,201 shares; 2025Q3: 65,218 shares; 2025Q4: 60,918 shares; 2026Q1: 59,552 shares; 2026Q2: 55,553 shares 55,553 $4.7M 0.21% -3,999 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: 6,528 shares; 2024Q4: 6,237 shares; 2025Q1: 10,326 shares; 2025Q2: 10,991 shares; 2025Q3: 10,772 shares; 2025Q4: 12,466 shares; 2026Q1: 13,464 shares; 2026Q2: 12,939 shares 12,939 $4.62M 0.2% -525 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: 40,057 shares; 2024Q4: 39,599 shares; 2025Q1: 39,167 shares; 2025Q2: 39,072 shares; 2025Q3: 36,951 shares; 2025Q4: 36,556 shares; 2026Q1: 36,291 shares; 2026Q2: 34,608 shares 34,608 $4.52M 0.2% -1,683 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: 8,316 shares; 2024Q4: 8,531 shares; 2025Q1: 8,605 shares; 2025Q2: 8,594 shares; 2025Q3: 8,646 shares; 2025Q4: 8,857 shares; 2026Q1: 9,197 shares; 2026Q2: 8,749 shares 8,749 $4.49M 0.2% -448 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $4.49M 0.2% 0 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: 48,637 shares; 2025Q1: 49,140 shares; 2025Q2: 49,015 shares; 2025Q3: 48,580 shares; 2025Q4: 39,605 shares; 2026Q1: 40,211 shares; 2026Q2: 25,815 shares 25,815 $4.39M 0.19% -14,396 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: 34,693 shares; 2024Q4: 34,699 shares; 2025Q1: 34,489 shares; 2025Q2: 34,849 shares; 2025Q3: 34,570 shares; 2025Q4: 31,027 shares; 2026Q1: 31,122 shares; 2026Q2: 29,472 shares 29,472 $4.35M 0.19% -1,650 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: 3,710 shares; 2024Q4: 3,815 shares; 2025Q1: 3,815 shares; 2025Q2: 3,780 shares; 2025Q3: 3,864 shares; 2025Q4: 4,550 shares; 2026Q1: 16,572 shares; 2026Q2: 15,915 shares 15,915 $4.3M 0.19% -657 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: 191,319 shares; 2024Q4: 184,109 shares; 2025Q1: 182,165 shares; 2025Q2: 182,241 shares; 2025Q3: 176,501 shares; 2025Q4: 178,841 shares; 2026Q1: 181,055 shares; 2026Q2: 170,730 shares 170,730 $4.11M 0.18% -10,325 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: 14,909 shares; 2024Q4: 14,351 shares; 2025Q1: 14,156 shares; 2025Q2: 14,014 shares; 2025Q3: 13,831 shares; 2025Q4: 13,594 shares; 2026Q1: 13,239 shares; 2026Q2: 12,070 shares 12,070 $4.08M 0.18% -1,169 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: 15,382 shares; 2024Q4: 8,525 shares; 2025Q1: 8,053 shares; 2025Q2: 8,058 shares; 2025Q3: 7,923 shares; 2025Q4: 7,928 shares; 2026Q1: 7,933 shares; 2026Q2: 31,750 shares 31,750 $3.94M 0.17% +23,817 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,410 shares; 2024Q4: 15,971 shares; 2025Q1: 15,609 shares; 2025Q2: 15,354 shares; 2025Q3: 14,920 shares; 2025Q4: 15,152 shares; 2026Q1: 15,089 shares; 2026Q2: 14,165 shares 14,165 $3.9M 0.17% -924 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: 43,068 shares; 2024Q4: 41,831 shares; 2025Q1: 41,936 shares; 2025Q2: 41,021 shares; 2025Q3: 40,455 shares; 2025Q4: 41,916 shares; 2026Q1: 42,340 shares; 2026Q2: 41,758 shares 41,758 $3.85M 0.17% -582 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,577 shares; 2024Q4: 44,562 shares; 2025Q1: 44,049 shares; 2025Q2: 43,893 shares; 2025Q3: 42,881 shares; 2025Q4: 43,085 shares; 2026Q1: 42,606 shares; 2026Q2: 40,622 shares 40,622 $3.85M 0.17% -1,984 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: 61,515 shares; 2024Q4: 59,579 shares; 2025Q1: 41,941 shares; 2025Q2: 41,578 shares; 2025Q3: 40,294 shares; 2025Q4: 39,523 shares; 2026Q1: 39,479 shares; 2026Q2: 37,607 shares 37,607 $3.84M 0.17% -1,872 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,924 shares; 2024Q4: 23,490 shares; 2025Q1: 23,158 shares; 2025Q2: 22,821 shares; 2025Q3: 22,206 shares; 2025Q4: 22,448 shares; 2026Q1: 22,355 shares; 2026Q2: 21,408 shares 21,408 $3.82M 0.17% -947 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,928 shares; 2024Q4: 3,926 shares; 2025Q1: 3,920 shares; 2025Q2: 3,557 shares; 2025Q3: 3,565 shares; 2025Q4: 3,531 shares; 2026Q1: 3,726 shares; 2026Q2: 3,537 shares 3,537 $3.69M 0.16% -189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,633 shares; 2026Q1: 3,133 shares; 2026Q2: 19,799 shares 19,799 $3.58M 0.16% +16,666 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,998 shares; 2024Q4: not reported; 2025Q1: 20,430 shares; 2025Q2: 8,741 shares; 2025Q3: 10,481 shares; 2025Q4: 15,047 shares; 2026Q1: 34,244 shares; 2026Q2: 34,659 shares 34,659 $3.49M 0.15% +415 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: 510 shares; 2025Q1: 3,394 shares; 2025Q2: 3,402 shares; 2025Q3: 3,335 shares; 2025Q4: 3,491 shares; 2026Q1: 3,571 shares; 2026Q2: 3,474 shares 3,474 $3.34M 0.15% -97 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: 92,052 shares; 2024Q4: 90,612 shares; 2025Q1: 87,324 shares; 2025Q2: 83,493 shares; 2025Q3: 78,373 shares; 2025Q4: 76,700 shares; 2026Q1: 54,051 shares; 2026Q2: 50,738 shares 50,738 $3.19M 0.14% -3,313 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 53,891 shares 53,891 $2.99M 0.13% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,745 shares; 2024Q4: 23,276 shares; 2025Q1: 23,775 shares; 2025Q2: 23,506 shares; 2025Q3: 22,653 shares; 2025Q4: 23,645 shares; 2026Q1: 24,470 shares; 2026Q2: 22,725 shares 22,725 $2.95M 0.13% -1,745 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: 10,732 shares; 2024Q4: 10,000 shares; 2025Q1: 9,864 shares; 2025Q2: 9,864 shares; 2025Q3: 9,722 shares; 2025Q4: 9,147 shares; 2026Q1: 9,147 shares; 2026Q2: 36,584 shares 36,584 $2.95M 0.13% +27,437 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 19,772 shares; 2026Q2: 18,880 shares 18,880 $2.9M 0.13% -892 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 1,313 shares; 2025Q1: 1,323 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,286 shares; 2026Q1: 1,194 shares; 2026Q2: 16,143 shares 16,143 $2.88M 0.13% +14,949 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: 10,707 shares; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares; 2025Q3: 10,451 shares; 2025Q4: 9,954 shares; 2026Q1: 9,464 shares; 2026Q2: 9,020 shares 9,020 $2.73M 0.12% -444 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,601 shares; 2024Q4: 25,577 shares; 2025Q1: 25,577 shares; 2025Q2: 25,577 shares; 2025Q3: 25,341 shares; 2025Q4: 24,765 shares; 2026Q1: 24,169 shares; 2026Q2: 24,069 shares 24,069 $2.66M 0.12% -100 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: 11,833 shares 11,833 $2.65M 0.12% 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: 11,788 shares 11,788 $2.61M 0.11% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,669 shares; 2024Q4: 20,608 shares; 2025Q1: 20,608 shares; 2025Q2: 20,697 shares; 2025Q3: 20,692 shares; 2025Q4: 20,425 shares; 2026Q1: 25,940 shares; 2026Q2: 25,001 shares 25,001 $2.6M 0.11% -939 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: 31,158 shares; 2024Q4: 30,431 shares; 2025Q1: 31,527 shares; 2025Q2: 30,215 shares; 2025Q3: 28,656 shares; 2025Q4: 31,049 shares; 2026Q1: 32,579 shares; 2026Q2: 26,913 shares 26,913 $2.59M 0.11% -5,666 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,053 shares; 2024Q4: 15,031 shares; 2025Q1: 15,327 shares; 2025Q2: 15,325 shares; 2025Q3: 15,181 shares; 2025Q4: 15,083 shares; 2026Q1: 16,668 shares; 2026Q2: 15,420 shares 15,420 $2.59M 0.11% -1,248 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 7,875 shares; 2025Q3: 7,782 shares; 2025Q4: 7,551 shares; 2026Q1: 7,473 shares; 2026Q2: 7,183 shares 7,183 $2.54M 0.11% -290 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: 27,611 shares; 2024Q4: 27,611 shares; 2025Q1: 27,611 shares; 2025Q2: 27,611 shares; 2025Q3: 27,611 shares; 2025Q4: 33,174 shares; 2026Q1: 33,319 shares; 2026Q2: 33,156 shares 33,156 $2.43M 0.11% -163 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: 3,539 shares; 2024Q4: 3,699 shares; 2025Q1: 2,844 shares; 2025Q2: 2,998 shares; 2025Q3: 2,995 shares; 2025Q4: 3,292 shares; 2026Q1: 3,384 shares; 2026Q2: 3,386 shares 3,386 $2.41M 0.11% +2 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: 11,968 shares; 2024Q4: 12,072 shares; 2025Q1: 12,265 shares; 2025Q2: 9,510 shares; 2025Q3: 9,458 shares; 2025Q4: 6,560 shares; 2026Q1: 6,003 shares; 2026Q2: 5,656 shares 5,656 $2.38M 0.1% -347 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,272 shares; 2026Q2: 5,149 shares 5,149 $2.36M 0.1% -123 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,263 shares; 2025Q3: 28,484 shares; 2025Q4: 27,478 shares; 2026Q1: 27,521 shares; 2026Q2: 25,728 shares 25,728 $2.3M 0.1% -1,793 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,204 shares; 2024Q4: 16,959 shares; 2025Q1: 16,495 shares; 2025Q2: 16,148 shares; 2025Q3: 14,501 shares; 2025Q4: 14,501 shares; 2026Q1: 14,341 shares; 2026Q2: 13,956 shares 13,956 $2.3M 0.1% -385 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,754 shares; 2025Q2: 1,869 shares; 2025Q3: 2,059 shares; 2025Q4: 4,015 shares; 2026Q1: 8,834 shares; 2026Q2: 8,952 shares 8,952 $2.29M 0.1% +118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,422 shares; 2026Q2: 7,245 shares 7,245 $2.27M 0.1% -177 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,578 shares; 2026Q1: 69,051 shares; 2026Q2: 31,002 shares 31,002 $2.26M 0.1% -38,049 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,183 shares; 2026Q2: 13,705 shares 13,705 $2.25M 0.1% -478 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,543 shares; 2025Q3: 38,631 shares; 2025Q4: 38,615 shares; 2026Q1: 38,641 shares; 2026Q2: 35,383 shares 35,383 $2.17M 0.09% -3,258 Timeline JMST 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: 95,255 shares; 2024Q4: 42,473 shares; 2025Q1: 64,645 shares; 2025Q2: 110,222 shares; 2025Q3: 121,944 shares; 2025Q4: 81,769 shares; 2026Q1: 29,930 shares; 2026Q2: 42,043 shares 42,043 $2.14M 0.09% +12,113 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,952 shares; 2024Q4: 19,754 shares; 2025Q1: 19,950 shares; 2025Q2: 19,311 shares; 2025Q3: 4,713 shares; 2025Q4: 4,477 shares; 2026Q1: 11,266 shares; 2026Q2: 10,800 shares 10,800 $2.09M 0.09% -466 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: 4,471 shares; 2024Q4: 4,471 shares; 2025Q1: 4,471 shares; 2025Q2: 4,416 shares; 2025Q3: 4,416 shares; 2025Q4: 5,784 shares; 2026Q1: 6,534 shares; 2026Q2: 6,534 shares 6,534 $2.06M 0.09% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 9,094 shares; 2026Q2: 8,555 shares 8,555 $2.03M 0.09% -539 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,341 shares; 2025Q1: 36,505 shares; 2025Q2: 36,302 shares; 2025Q3: 20,453 shares; 2025Q4: 30,664 shares; 2026Q1: 30,393 shares; 2026Q2: 30,113 shares 30,113 $2.02M 0.09% -280 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,412 shares; 2024Q4: 129,896 shares; 2025Q1: 131,474 shares; 2025Q2: 11,184 shares; 2025Q3: 9,381 shares; 2025Q4: 7,265 shares; 2026Q1: 7,235 shares; 2026Q2: 30,216 shares 30,216 $2.01M 0.09% +22,981 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: 5,587 shares; 2024Q4: 5,201 shares; 2025Q1: 5,515 shares; 2025Q2: 5,389 shares; 2025Q3: 5,279 shares; 2025Q4: 5,284 shares; 2026Q1: 5,409 shares; 2026Q2: 5,355 shares 5,355 $1.98M 0.09% -54 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 824 shares; 2025Q2: 1,332 shares; 2025Q3: 1,052 shares; 2025Q4: 1,032 shares; 2026Q1: 5,267 shares; 2026Q2: 4,877 shares 4,877 $1.89M 0.08% -390 Timeline VONV 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: 2,663 shares; 2024Q4: 4,929 shares; 2025Q1: 5,271 shares; 2025Q2: 5,271 shares; 2025Q3: 4,978 shares; 2025Q4: 19,268 shares; 2026Q1: 19,298 shares; 2026Q2: 17,646 shares 17,646 $1.88M 0.08% -1,652 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: 2,694 shares; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 2,442 shares; 2025Q3: 2,480 shares; 2025Q4: 4,446 shares; 2026Q1: 8,756 shares; 2026Q2: 9,136 shares 9,136 $1.74M 0.08% +380 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,007 shares; 2026Q1: 55,829 shares; 2026Q2: 52,884 shares 52,884 $1.69M 0.07% -2,945 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 3,645 shares; 2026Q2: 3,946 shares 3,946 $1.64M 0.07% +301 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,214 shares; 2024Q4: 18,582 shares; 2025Q1: 18,591 shares; 2025Q2: 18,603 shares; 2025Q3: 18,615 shares; 2025Q4: 17,902 shares; 2026Q1: 16,408 shares; 2026Q2: 11,880 shares 11,880 $1.62M 0.07% -4,528 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,111 shares; 2024Q4: 4,111 shares; 2025Q1: 4,192 shares; 2025Q2: 4,381 shares; 2025Q3: 4,337 shares; 2025Q4: 3,938 shares; 2026Q1: 6,513 shares; 2026Q2: 7,224 shares 7,224 $1.59M 0.07% +711 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 23,423 shares 23,423 $1.58M 0.07% new 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: 46,195 shares; 2024Q4: 46,218 shares; 2025Q1: 48,520 shares; 2025Q2: 47,986 shares; 2025Q3: 47,489 shares; 2025Q4: 20,669 shares; 2026Q1: 20,398 shares; 2026Q2: 17,610 shares 17,610 $1.55M 0.07% -2,788 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 13,451 shares 13,451 $1.5M 0.07% new 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: 982 shares; 2024Q4: 1,363 shares; 2025Q1: 1,725 shares; 2025Q2: 1,981 shares; 2025Q3: 1,684 shares; 2025Q4: 1,827 shares; 2026Q1: 2,137 shares; 2026Q2: 2,174 shares 2,174 $1.49M 0.07% +37 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,186 shares; 2024Q4: 15,401 shares; 2025Q1: 15,504 shares; 2025Q2: 15,675 shares; 2025Q3: 16,406 shares; 2025Q4: 16,639 shares; 2026Q1: 16,755 shares; 2026Q2: 16,944 shares 16,944 $1.46M 0.06% +189 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,523 shares; 2024Q4: 10,565 shares; 2025Q1: 10,523 shares; 2025Q2: 9,593 shares; 2025Q3: 9,593 shares; 2025Q4: 32,483 shares; 2026Q1: 31,815 shares; 2026Q2: 30,680 shares 30,680 $1.46M 0.06% -1,135 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,299 shares; 2024Q4: 25,700 shares; 2025Q1: 23,188 shares; 2025Q2: 21,762 shares; 2025Q3: 21,407 shares; 2025Q4: 21,290 shares; 2026Q1: 20,634 shares; 2026Q2: 19,477 shares 19,477 $1.45M 0.06% -1,157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,687 shares; 2026Q2: 20,023 shares 20,023 $1.44M 0.06% -664 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: not reported; 2024Q4: not reported; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,022 shares; 2025Q4: 1,817 shares; 2026Q1: 5,153 shares; 2026Q2: 4,874 shares 4,874 $1.42M 0.06% -279 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN 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: 5,817 shares; 2026Q1: 7,223 shares; 2026Q2: 6,943 shares 6,943 $1.31M 0.06% -280 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826 shares; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: 2,048 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,023 shares; 2026Q2: 2,192 shares 2,192 $1.27M 0.06% +169 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,802 shares; 2026Q1: 9,967 shares; 2026Q2: 9,598 shares 9,598 $1.27M 0.06% -369 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $1.26M 0.05% new Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 14,800 shares; 2026Q1: 15,254 shares; 2026Q2: 14,449 shares 14,449 $1.25M 0.05% -805 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,063 shares 30,063 $1.24M 0.05% new 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: 7,586 shares; 2024Q4: 7,661 shares; 2025Q1: 7,934 shares; 2025Q2: 8,224 shares; 2025Q3: 7,814 shares; 2025Q4: 17,189 shares; 2026Q1: 11,022 shares; 2026Q2: 9,860 shares 9,860 $1.23M 0.05% -1,162 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: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares; 2025Q3: 1,982 shares; 2025Q4: 2,458 shares; 2026Q1: 2,442 shares; 2026Q2: 2,567 shares 2,567 $1.23M 0.05% +125 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,062 shares 1,062 $1.23M 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,612 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,739 shares; 2025Q4: 1,674 shares; 2026Q1: 1,664 shares; 2026Q2: 1,605 shares 1,605 $1.22M 0.05% -59 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,626 shares; 2024Q4: 1,659 shares; 2025Q1: 1,662 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,568 shares; 2026Q1: 1,564 shares; 2026Q2: 10,045 shares 10,045 $1.2M 0.05% +8,481 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: 6,192 shares; 2024Q4: 6,838 shares; 2025Q1: 6,830 shares; 2025Q2: 7,325 shares; 2025Q3: 7,220 shares; 2025Q4: 7,220 shares; 2026Q1: 7,950 shares; 2026Q2: 8,152 shares 8,152 $1.19M 0.05% +202 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,733 shares; 2024Q4: 10,132 shares; 2025Q1: 10,320 shares; 2025Q2: 10,245 shares; 2025Q3: 9,689 shares; 2025Q4: 9,434 shares; 2026Q1: 10,192 shares; 2026Q2: 10,783 shares 10,783 $1.18M 0.05% +591 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,737 shares; 2026Q2: 6,742 shares 6,742 $1.16M 0.05% +5 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,524 shares; 2025Q4: 17,306 shares; 2026Q1: 16,235 shares; 2026Q2: 16,145 shares 16,145 $1.15M 0.05% -90 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,608 shares; 2024Q4: 9,534 shares; 2025Q1: 11,605 shares; 2025Q2: 12,717 shares; 2025Q3: 6,118 shares; 2025Q4: 6,077 shares; 2026Q1: 12,322 shares; 2026Q2: 11,342 shares 11,342 $1.1M 0.05% -980 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares; 2026Q1: 5,702 shares; 2026Q2: 4,975 shares 4,975 $1.09M 0.05% -727 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: 12,995 shares; 2024Q4: 12,995 shares; 2025Q1: 12,995 shares; 2025Q2: 12,995 shares; 2025Q3: 12,995 shares; 2025Q4: 15,151 shares; 2026Q1: 15,151 shares; 2026Q2: 14,944 shares 14,944 $1.07M 0.05% -207 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: 9,815 shares; 2024Q4: 9,863 shares; 2025Q1: 9,788 shares; 2025Q2: 9,751 shares; 2025Q3: 9,757 shares; 2025Q4: 19,265 shares; 2026Q1: 19,610 shares; 2026Q2: 19,614 shares 19,614 $1.04M 0.05% +4 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,582 shares; 2024Q4: 44,539 shares; 2025Q1: 27,184 shares; 2025Q2: 26,923 shares; 2025Q3: 26,223 shares; 2025Q4: 26,271 shares; 2026Q1: 26,210 shares; 2026Q2: 5,674 shares 5,674 $1.01M 0.04% -20,536 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: 1,764 shares; 2025Q2: 2,069 shares; 2025Q3: 1,920 shares; 2025Q4: 4,925 shares; 2026Q1: 4,917 shares; 2026Q2: 4,731 shares 4,731 $989K 0.04% -186 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: 13,694 shares; 2024Q4: 15,462 shares; 2025Q1: 15,490 shares; 2025Q2: 15,268 shares; 2025Q3: 15,287 shares; 2025Q4: 14,643 shares; 2026Q1: 18,248 shares; 2026Q2: 18,135 shares 18,135 $972K 0.04% -113 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,318 shares; 2024Q4: 79,151 shares; 2025Q1: 80,262 shares; 2025Q2: 75,525 shares; 2025Q3: 72,710 shares; 2025Q4: 26,758 shares; 2026Q1: 21,669 shares; 2026Q2: 20,846 shares 20,846 $969K 0.04% -823 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: 22,406 shares; 2024Q4: 9,307 shares; 2025Q1: 10,135 shares; 2025Q2: 10,074 shares; 2025Q3: 9,811 shares; 2025Q4: 9,622 shares; 2026Q1: 9,422 shares; 2026Q2: 7,496 shares 7,496 $958K 0.04% -1,926 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,076 shares; 2025Q4: 17,380 shares; 2026Q1: 17,592 shares; 2026Q2: 16,637 shares 16,637 $924K 0.04% -955 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,516 shares; 2024Q4: 17,719 shares; 2025Q1: 17,719 shares; 2025Q2: 17,719 shares; 2025Q3: 18,452 shares; 2025Q4: 19,513 shares; 2026Q1: 12,430 shares; 2026Q2: 12,500 shares 12,500 $918K 0.04% +70 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 4,856 shares; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 5,126 shares; 2026Q1: 5,066 shares; 2026Q2: 4,988 shares 4,988 $896K 0.04% -78 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,687 shares; 2024Q4: 6,687 shares; 2025Q1: 6,270 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,270 shares; 2026Q1: 6,270 shares; 2026Q2: 6,270 shares 6,270 $890K 0.04% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX 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: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $883K 0.04% 0 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: 4,350 shares; 2024Q4: 4,350 shares; 2025Q1: 4,375 shares; 2025Q2: 4,455 shares; 2025Q3: 4,375 shares; 2025Q4: 5,578 shares; 2026Q1: 5,458 shares; 2026Q2: 5,450 shares 5,450 $882K 0.04% -8 Timeline VBR 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: 4,625 shares; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,436 shares; 2025Q3: 4,482 shares; 2025Q4: 4,464 shares; 2026Q1: 4,086 shares; 2026Q2: 3,605 shares 3,605 $876K 0.04% -481 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares; 2026Q2: 1,926 shares 1,926 $872K 0.04% -102 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: 7,656 shares; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 7,806 shares; 2025Q3: 7,538 shares; 2025Q4: 7,170 shares; 2026Q1: 5,771 shares; 2026Q2: 6,002 shares 6,002 $859K 0.04% +231 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,774 shares; 2024Q4: 15,774 shares; 2025Q1: 15,774 shares; 2025Q2: 15,774 shares; 2025Q3: 15,754 shares; 2025Q4: 15,724 shares; 2026Q1: 15,724 shares; 2026Q2: 15,724 shares 15,724 $859K 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,180 shares; 2025Q1: 4,619 shares; 2025Q2: 5,337 shares; 2025Q3: not reported; 2025Q4: 3,987 shares; 2026Q1: 11,556 shares; 2026Q2: 10,313 shares 10,313 $854K 0.04% -1,243 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: 2,880 shares; 2024Q4: 2,870 shares; 2025Q1: 2,897 shares; 2025Q2: 2,818 shares; 2025Q3: 2,840 shares; 2025Q4: 2,722 shares; 2026Q1: 4,282 shares; 2026Q2: 4,540 shares 4,540 $841K 0.04% +258 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 724 shares; 2026Q2: 819 shares 819 $828K 0.04% +95 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: 13,951 shares; 2024Q4: 14,362 shares; 2025Q1: 14,813 shares; 2025Q2: 15,073 shares; 2025Q3: 13,607 shares; 2025Q4: 20,488 shares; 2026Q1: 13,607 shares; 2026Q2: 13,676 shares 13,676 $816K 0.04% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $810K 0.04% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,693 shares; 2024Q4: 6,693 shares; 2025Q1: 6,693 shares; 2025Q2: 6,693 shares; 2025Q3: 6,693 shares; 2025Q4: 6,693 shares; 2026Q1: 6,693 shares; 2026Q2: 6,693 shares 6,693 $799K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $785K 0.03% 0 Timeline IVE 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: 1,900 shares; 2025Q1: 2,883 shares; 2025Q2: 3,447 shares; 2025Q3: 1,119 shares; 2025Q4: 1,562 shares; 2026Q1: 3,049 shares; 2026Q2: 3,454 shares 3,454 $784K 0.03% +405 Timeline EFV 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: 9,163 shares; 2026Q2: 10,241 shares 10,241 $784K 0.03% +1,078 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,305 shares; 2024Q4: 6,145 shares; 2025Q1: 6,145 shares; 2025Q2: 6,670 shares; 2025Q3: 6,470 shares; 2025Q4: 6,470 shares; 2026Q1: 8,677 shares; 2026Q2: 8,577 shares 8,577 $777K 0.03% -100 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908 shares; 2024Q4: 2,114 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 1,964 shares; 2025Q4: 2,567 shares; 2026Q1: 2,433 shares; 2026Q2: 2,527 shares 2,527 $774K 0.03% +94 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares; 2026Q2: 3,435 shares 3,435 $765K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,425 shares; 2026Q1: 6,425 shares; 2026Q2: 6,425 shares 6,425 $758K 0.03% 0 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,055 shares; 2025Q1: 7,040 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 7,040 shares; 2026Q1: 7,040 shares; 2026Q2: 7,040 shares 7,040 $755K 0.03% 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: 7,396 shares; 2024Q4: 7,353 shares; 2025Q1: 7,062 shares; 2025Q2: 6,900 shares; 2025Q3: 7,551 shares; 2025Q4: 9,359 shares; 2026Q1: 9,653 shares; 2026Q2: 8,277 shares 8,277 $751K 0.03% -1,376 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 3,421 shares; 2026Q1: 3,321 shares; 2026Q2: 3,321 shares 3,321 $740K 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,865 shares; 2024Q4: 64,503 shares; 2025Q1: 66,276 shares; 2025Q2: 54,891 shares; 2025Q3: 53,397 shares; 2025Q4: 52,287 shares; 2026Q1: 52,019 shares; 2026Q2: 6,500 shares 6,500 $739K 0.03% -45,519 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: 1,214 shares; 2024Q4: 1,340 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,738 shares; 2025Q4: 1,933 shares; 2026Q1: 2,351 shares; 2026Q2: 2,122 shares 2,122 $723K 0.03% -229 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 3,722 shares; 2026Q1: 3,673 shares; 2026Q2: 3,552 shares 3,552 $691K 0.03% -121 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: 3,876 shares; 2026Q1: 3,876 shares; 2026Q2: 3,526 shares 3,526 $686K 0.03% -350 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: 3,100 shares; 2024Q4: 3,213 shares; 2025Q1: 3,063 shares; 2025Q2: 3,001 shares; 2025Q3: 2,913 shares; 2025Q4: 3,268 shares; 2026Q1: 3,248 shares; 2026Q2: 3,158 shares 3,158 $684K 0.03% -90 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: 75,948 shares; 2024Q4: 10,850 shares; 2025Q1: 5,266 shares; 2025Q2: 4,867 shares; 2025Q3: 4,670 shares; 2025Q4: 6,294 shares; 2026Q1: 8,209 shares; 2026Q2: 6,575 shares 6,575 $680K 0.03% -1,634 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: 4,186 shares; 2024Q4: 4,061 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares; 2025Q3: 4,362 shares; 2025Q4: 4,099 shares; 2026Q1: 3,507 shares; 2026Q2: 2,980 shares 2,980 $667K 0.03% -527 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $660K 0.03% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601 shares; 2024Q4: 1,628 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,616 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares; 2026Q2: 1,601 shares 1,601 $644K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,428 shares; 2025Q2: 25,314 shares; 2025Q3: 27,180 shares; 2025Q4: 21,707 shares; 2026Q1: 20,658 shares; 2026Q2: 20,807 shares 20,807 $603K 0.03% +149 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: 7,004 shares; 2024Q4: 7,351 shares; 2025Q1: 7,717 shares; 2025Q2: 7,821 shares; 2025Q3: 7,519 shares; 2025Q4: 7,524 shares; 2026Q1: 6,249 shares; 2026Q2: 6,310 shares 6,310 $597K 0.03% +61 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,050 shares; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: 7,486 shares; 2026Q1: 7,386 shares; 2026Q2: 7,386 shares 7,386 $593K 0.03% 0 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: 690 shares; 2024Q4: 663 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 707 shares; 2025Q4: 1,203 shares; 2026Q1: 1,166 shares; 2026Q2: 1,125 shares 1,125 $584K 0.03% -41 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,961 shares; 2025Q2: 1,735 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,666 shares; 2026Q2: 1,950 shares 1,950 $583K 0.03% +284 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 423 shares; 2026Q2: 290 shares 290 $576K 0.03% -133 Timeline INTU INTUIT More: the full row for INTUIT 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: 2,203 shares; 2026Q1: 2,363 shares; 2026Q2: 2,189 shares 2,189 $571K 0.02% -174 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,715 shares; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,508 shares; 2025Q3: 2,408 shares; 2025Q4: 2,408 shares; 2026Q1: 2,408 shares; 2026Q2: 2,408 shares 2,408 $568K 0.02% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,022 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $560K 0.02% 0 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: 1,059 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,884 shares; 2026Q1: 3,681 shares; 2026Q2: 3,631 shares 3,631 $549K 0.02% -50 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,709 shares; 2024Q4: 35,337 shares; 2025Q1: 36,153 shares; 2025Q2: 35,537 shares; 2025Q3: 35,312 shares; 2025Q4: 35,048 shares; 2026Q1: 12,655 shares; 2026Q2: 12,691 shares 12,691 $542K 0.02% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,850 shares 3,850 $538K 0.02% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,498 shares 3,498 $528K 0.02% new 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: 4,247 shares; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,898 shares; 2025Q3: 2,786 shares; 2025Q4: 1,876 shares; 2026Q1: 1,585 shares; 2026Q2: 717 shares 717 $528K 0.02% -868 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: 2,280 shares; 2024Q4: 2,315 shares; 2025Q1: 2,527 shares; 2025Q2: 2,519 shares; 2025Q3: 2,522 shares; 2025Q4: 2,415 shares; 2026Q1: 2,432 shares; 2026Q2: 1,868 shares 1,868 $520K 0.02% -564 Timeline SOXX 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: 853 shares; 2026Q2: 807 shares 807 $517K 0.02% -46 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,805 shares 35,805 $515K 0.02% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,242 shares 1,242 $485K 0.02% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 819 shares; 2025Q1: 1,187 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 962 shares 962 $482K 0.02% -211 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,591 shares 11,591 $478K 0.02% new Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,197 shares 9,197 $471K 0.02% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,379 shares; 2024Q4: 2,655 shares; 2025Q1: 3,007 shares; 2025Q2: 5,025 shares; 2025Q3: 3,893 shares; 2025Q4: 3,164 shares; 2026Q1: 2,664 shares; 2026Q2: 2,344 shares 2,344 $463K 0.02% -320 Timeline VONE 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: 1,286 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,892 shares; 2025Q3: 1,827 shares; 2025Q4: 1,816 shares; 2026Q1: 1,777 shares; 2026Q2: 1,365 shares 1,365 $462K 0.02% -412 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 1,043 shares; 2026Q1: 1,028 shares; 2026Q2: 1,237 shares 1,237 $462K 0.02% +209 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: 1,012 shares; 2024Q4: 1,015 shares; 2025Q1: 1,213 shares; 2025Q2: 1,210 shares; 2025Q3: 1,240 shares; 2025Q4: 1,415 shares; 2026Q1: 1,891 shares; 2026Q2: 1,454 shares 1,454 $458K 0.02% -437 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,371 shares 1,371 $455K 0.02% -15 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: 3,702 shares; 2024Q4: 3,666 shares; 2025Q1: 3,757 shares; 2025Q2: 3,476 shares; 2025Q3: 3,481 shares; 2025Q4: 3,262 shares; 2026Q1: 3,078 shares; 2026Q2: 2,798 shares 2,798 $444K 0.02% -280 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,547 shares; 2024Q4: 12,587 shares; 2025Q1: 12,587 shares; 2025Q2: 12,587 shares; 2025Q3: 12,392 shares; 2025Q4: 12,262 shares; 2026Q1: 17,262 shares; 2026Q2: 13,957 shares 13,957 $441K 0.02% -3,305 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,281 shares; 2024Q4: 8,050 shares; 2025Q1: 5,579 shares; 2025Q2: 11,173 shares; 2025Q3: 11,250 shares; 2025Q4: 10,946 shares; 2026Q1: 11,021 shares; 2026Q2: 9,184 shares 9,184 $441K 0.02% -1,837 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 1,915 shares; 2025Q1: 1,893 shares; 2025Q2: 1,899 shares; 2025Q3: 1,866 shares; 2025Q4: 1,870 shares; 2026Q1: 947 shares; 2026Q2: 871 shares 871 $433K 0.02% -76 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,997 shares; 2024Q4: 4,672 shares; 2025Q1: 4,640 shares; 2025Q2: 4,639 shares; 2025Q3: 4,639 shares; 2025Q4: 4,276 shares; 2026Q1: 4,276 shares; 2026Q2: 4,276 shares 4,276 $412K 0.02% 0 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: 2,604 shares; 2024Q4: 2,596 shares; 2025Q1: 2,623 shares; 2025Q2: 2,643 shares; 2025Q3: 2,506 shares; 2025Q4: 2,673 shares; 2026Q1: 2,743 shares; 2026Q2: 2,516 shares 2,516 $412K 0.02% -227 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,370 shares; 2024Q4: 9,370 shares; 2025Q1: 8,953 shares; 2025Q2: 8,953 shares; 2025Q3: 8,953 shares; 2025Q4: 8,953 shares; 2026Q1: 8,953 shares; 2026Q2: 8,953 shares 8,953 $409K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,790 shares; 2026Q2: 2,790 shares 2,790 $408K 0.02% 0 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: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares; 2026Q1: 1,949 shares; 2026Q2: 1,799 shares 1,799 $401K 0.02% -150 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND 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: 15,475 shares; 2026Q1: 15,475 shares; 2026Q2: 15,475 shares 15,475 $401K 0.02% 0 Timeline VV 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: 1,162 shares; 2026Q2: 1,162 shares 1,162 $400K 0.02% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,918 shares; 2024Q4: 8,788 shares; 2025Q1: 8,594 shares; 2025Q2: 967 shares; 2025Q3: 932 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 862 shares 862 $389K 0.02% +2 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT 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: not reported; 2026Q2: 9,222 shares 9,222 $387K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,503 shares; 2024Q4: 3,503 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,444 shares; 2025Q4: 3,444 shares; 2026Q1: 3,255 shares; 2026Q2: 3,255 shares 3,255 $382K 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: 5,709 shares; 2024Q4: 5,709 shares; 2025Q1: 5,709 shares; 2025Q2: 4,451 shares; 2025Q3: 4,451 shares; 2025Q4: 4,451 shares; 2026Q1: 4,451 shares; 2026Q2: 4,451 shares 4,451 $373K 0.02% 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: 1,863 shares; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,369 shares; 2026Q1: 1,309 shares; 2026Q2: 1,239 shares 1,239 $372K 0.02% -70 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 7,098 shares; 2026Q1: 2,459 shares; 2026Q2: 2,290 shares 2,290 $363K 0.02% -169 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,270 shares; 2025Q3: 2,293 shares; 2025Q4: 2,270 shares; 2026Q1: 2,139 shares; 2026Q2: 2,139 shares 2,139 $362K 0.02% 0 Timeline JIRE 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: 4,343 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares; 2026Q2: 4,343 shares 4,343 $358K 0.02% 0 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: 2,449 shares; 2024Q4: 2,452 shares; 2025Q1: 2,449 shares; 2025Q2: 2,142 shares; 2025Q3: 1,946 shares; 2025Q4: 3,453 shares; 2026Q1: 3,487 shares; 2026Q2: 3,049 shares 3,049 $358K 0.02% -438 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,719 shares; 2026Q1: 4,762 shares; 2026Q2: 4,034 shares 4,034 $351K 0.02% -728 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,481 shares; 2026Q1: 2,481 shares; 2026Q2: 2,438 shares 2,438 $341K 0.01% -43 Timeline IGM 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: 1,859 shares; 2026Q2: 2,070 shares 2,070 $339K 0.01% +211 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,372 shares; 2025Q3: 5,072 shares; 2025Q4: 5,072 shares; 2026Q1: 5,072 shares; 2026Q2: 5,072 shares 5,072 $336K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 3,700 shares 3,700 $335K 0.01% -800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares 450 $325K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares; 2026Q1: 2,244 shares; 2026Q2: 1,448 shares 1,448 $325K 0.01% -796 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: not reported; 2024Q4: not reported; 2025Q1: 3,835 shares; 2025Q2: 3,835 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares; 2026Q2: 5,744 shares 5,744 $323K 0.01% +2,599 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: 3,208 shares; 2024Q4: 2,971 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 1,898 shares; 2026Q1: 1,898 shares; 2026Q2: 1,898 shares 1,898 $312K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,189 shares; 2024Q4: 2,184 shares; 2025Q1: 2,115 shares; 2025Q2: 2,036 shares; 2025Q3: 1,811 shares; 2025Q4: 1,613 shares; 2026Q1: 1,684 shares; 2026Q2: 1,685 shares 1,685 $310K 0.01% +1 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: not reported; 2024Q4: 832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 625 shares; 2026Q1: 911 shares; 2026Q2: 3,515 shares 3,515 $303K 0.01% +2,604 Timeline EFG 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: 1,939 shares; 2026Q2: 2,347 shares 2,347 $292K 0.01% +408 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,852 shares; 2026Q2: 2,692 shares 2,692 $288K 0.01% -160 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2025Q4: not reported; 2026Q1: 3,577 shares; 2026Q2: 4,232 shares 4,232 $288K 0.01% +655 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,785 shares; 2025Q2: 12,113 shares; 2025Q3: 10,248 shares; 2025Q4: 7,005 shares; 2026Q1: 6,965 shares; 2026Q2: 7,045 shares 7,045 $287K 0.01% +80 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $286K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares; 2026Q1: not reported; 2026Q2: 2,413 shares 2,413 $284K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 952 shares 952 $284K 0.01% new Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 4,884 shares 4,884 $282K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares; 2026Q2: 3,290 shares 3,290 $281K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,096 shares; 2026Q2: 1,239 shares 1,239 $281K 0.01% +143 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: not reported; 2026Q1: not reported; 2026Q2: 1,696 shares 1,696 $277K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,240 shares; 2024Q4: 7,240 shares; 2025Q1: not reported; 2025Q2: 6,628 shares; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares; 2026Q1: 6,745 shares; 2026Q2: 6,745 shares 6,745 $273K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares; 2026Q2: 1,005 shares 1,005 $272K 0.01% -41 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,006 shares 1,006 $271K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,093 shares; 2025Q3: 1,039 shares; 2025Q4: 875 shares; 2026Q1: 824 shares; 2026Q2: 747 shares 747 $271K 0.01% -77 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 5,954 shares 5,954 $269K 0.01% new 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: not reported; 2026Q2: 228 shares 228 $268K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 3,332 shares; 2025Q1: 3,352 shares; 2025Q2: 4,385 shares; 2025Q3: 4,382 shares; 2025Q4: 2,970 shares; 2026Q1: 3,270 shares; 2026Q2: 2,535 shares 2,535 $264K 0.01% -735 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,909 shares; 2024Q4: 7,237 shares; 2025Q1: 6,659 shares; 2025Q2: not reported; 2025Q3: 6,659 shares; 2025Q4: 7,074 shares; 2026Q1: 7,074 shares; 2026Q2: 7,074 shares 7,074 $261K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL 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: 669 shares 669 $258K 0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,069 shares; 2025Q4: 2,069 shares; 2026Q1: 2,069 shares; 2026Q2: 2,332 shares 2,332 $251K 0.01% +263 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,774 shares 4,774 $247K 0.01% new Timeline ACWI 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: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares; 2026Q2: 1,546 shares 1,546 $243K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 176 shares 176 $239K 0.01% new 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: 6,321 shares; 2024Q4: 6,412 shares; 2025Q1: 5,013 shares; 2025Q2: 4,994 shares; 2025Q3: 1,084 shares; 2025Q4: 1,023 shares; 2026Q1: 520 shares; 2026Q2: 601 shares 601 $239K 0.01% +81 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,765 shares; 2025Q1: 6,765 shares; 2025Q2: 6,765 shares; 2025Q3: 6,765 shares; 2025Q4: 5,389 shares; 2026Q1: 5,389 shares; 2026Q2: 5,389 shares 5,389 $235K 0.01% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,263 shares 2,263 $229K 0.01% new Timeline RFG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,514 shares 3,514 $227K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 112 shares 112 $222K 0.01% new Timeline MBX MBX BIOSCIENCES INC More: the full row for MBX BIOSCIENCES 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: 221,672 shares; 2026Q1: 164,172 shares; 2026Q2: 4,000 shares 4,000 $221K 0.01% -160,172 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,050 shares 7,050 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,079 shares; 2025Q2: 1,057 shares; 2025Q3: 1,081 shares; 2025Q4: 1,476 shares; 2026Q1: 2,169 shares; 2026Q2: 1,145 shares 1,145 $218K 0.01% -1,024 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $216K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 616 shares 616 $211K 0.01% new 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: 3,652 shares; 2024Q4: 2,620 shares; 2025Q1: 2,599 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: not reported; 2026Q1: 2,507 shares; 2026Q2: 2,300 shares 2,300 $211K 0.01% -207 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: not reported; 2026Q1: 1,057 shares; 2026Q2: 1,057 shares 1,057 $207K 0.01% 0 Timeline XLP 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: 3,070 shares; 2024Q4: 3,059 shares; 2025Q1: 2,910 shares; 2025Q2: 2,821 shares; 2025Q3: 2,810 shares; 2025Q4: 2,625 shares; 2026Q1: 2,477 shares; 2026Q2: 2,480 shares 2,480 $206K 0.01% +3 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL 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: 7,800 shares; 2026Q2: 6,000 shares 6,000 $204K 0.01% -1,800 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 321 shares 321 $204K 0.01% -214 Timeline OEF 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: not reported; 2026Q2: 555 shares 555 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $202K 0.01% new Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,530 shares 10,530 $194K 0.01% new Timeline