VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,676 shares; 2025Q1: 108,644 shares; 2025Q2: 169,530 shares; 2025Q3: 192,618 shares; 2025Q4: 234,225 shares; 2026Q1: 277,276 shares; 2026Q2: 296,782 shares 296,782 $24.9M 7.74% +19,506 Timeline VCIT 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: not loaded; 2024Q4: 160,153 shares; 2025Q1: 186,180 shares; 2025Q2: 200,924 shares; 2025Q3: 214,044 shares; 2025Q4: 239,239 shares; 2026Q1: 253,594 shares; 2026Q2: 265,533 shares 265,533 $21.9M 6.83% +11,939 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,741 shares; 2025Q1: 41,963 shares; 2025Q2: 42,186 shares; 2025Q3: 41,068 shares; 2025Q4: 42,145 shares; 2026Q1: 172,394 shares; 2026Q2: 194,339 shares 194,339 $15.7M 4.87% +21,945 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,836 shares 146,836 $14.8M 4.62% new 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: not loaded; 2024Q4: 195,934 shares; 2025Q1: 193,316 shares; 2025Q2: 204,782 shares; 2025Q3: 219,432 shares; 2025Q4: 247,010 shares; 2026Q1: 269,180 shares; 2026Q2: 276,838 shares 276,838 $14.5M 4.52% +7,658 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: not loaded; 2024Q4: 35,846 shares; 2025Q1: 37,283 shares; 2025Q2: 37,277 shares; 2025Q3: 37,047 shares; 2025Q4: 36,997 shares; 2026Q1: 37,235 shares; 2026Q2: 37,139 shares 37,139 $13.9M 4.31% -96 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: not loaded; 2024Q4: 37,426 shares; 2025Q1: 40,087 shares; 2025Q2: 41,123 shares; 2025Q3: 41,577 shares; 2025Q4: 41,339 shares; 2026Q1: 48,433 shares; 2026Q2: 46,511 shares 46,511 $13.5M 4.19% -1,922 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,531 shares 95,531 $9.68M 3.01% 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: not loaded; 2024Q4: 28,039 shares; 2025Q1: 29,630 shares; 2025Q2: 29,800 shares; 2025Q3: 29,661 shares; 2025Q4: 29,471 shares; 2026Q1: 29,402 shares; 2026Q2: 29,004 shares 29,004 $9.49M 2.96% -398 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 loaded; 2024Q4: 158,774 shares; 2025Q1: 151,234 shares; 2025Q2: 147,479 shares; 2025Q3: 148,229 shares; 2025Q4: 163,067 shares; 2026Q1: 172,622 shares; 2026Q2: 173,351 shares 173,351 $8.75M 2.72% +729 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: not loaded; 2024Q4: 25,793 shares; 2025Q1: 26,398 shares; 2025Q2: 26,992 shares; 2025Q3: 26,726 shares; 2025Q4: 26,123 shares; 2026Q1: 23,559 shares; 2026Q2: 22,193 shares 22,193 $7.93M 2.47% -1,366 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: not loaded; 2024Q4: 63,920 shares; 2025Q1: 61,361 shares; 2025Q2: 61,595 shares; 2025Q3: 61,067 shares; 2025Q4: 60,270 shares; 2026Q1: 64,013 shares; 2026Q2: 65,935 shares 65,935 $7.47M 2.32% +1,922 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,611 shares; 2025Q1: 12,830 shares; 2025Q2: 12,867 shares; 2025Q3: 13,152 shares; 2025Q4: 13,127 shares; 2026Q1: 11,207 shares; 2026Q2: 10,572 shares 10,572 $6.93M 2.16% -635 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: not loaded; 2024Q4: 27,297 shares; 2025Q1: 28,814 shares; 2025Q2: 29,115 shares; 2025Q3: 29,127 shares; 2025Q4: 29,166 shares; 2026Q1: 27,486 shares; 2026Q2: 27,021 shares 27,021 $6.86M 2.14% -465 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,168 shares; 2025Q1: 12,473 shares; 2025Q2: 12,472 shares; 2025Q3: 12,441 shares; 2025Q4: 12,842 shares; 2026Q1: 15,386 shares; 2026Q2: 27,101 shares 27,101 $6.41M 2% +11,715 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: not loaded; 2024Q4: 5,832 shares; 2025Q1: 5,885 shares; 2025Q2: 5,905 shares; 2025Q3: 5,807 shares; 2025Q4: 5,864 shares; 2026Q1: 6,005 shares; 2026Q2: 6,293 shares 6,293 $5.89M 1.83% +288 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,422 shares; 2025Q1: 3,511 shares; 2025Q2: 3,259 shares; 2025Q3: 3,382 shares; 2025Q4: 3,488 shares; 2026Q1: 3,405 shares; 2026Q2: 24,827 shares 24,827 $5.41M 1.68% +21,422 Timeline SCHG 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 loaded; 2024Q4: 16,566 shares; 2025Q1: 16,566 shares; 2025Q2: 14,206 shares; 2025Q3: 14,206 shares; 2025Q4: 14,206 shares; 2026Q1: 14,206 shares; 2026Q2: 152,111 shares 152,111 $5.15M 1.6% +137,905 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: not loaded; 2024Q4: 49,166 shares; 2025Q1: 55,548 shares; 2025Q2: 57,006 shares; 2025Q3: 56,214 shares; 2025Q4: 112,252 shares; 2026Q1: 100,697 shares; 2026Q2: 92,376 shares 92,376 $4.91M 1.53% -8,321 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: not loaded; 2024Q4: 20,307 shares; 2025Q1: 20,737 shares; 2025Q2: 20,652 shares; 2025Q3: 20,564 shares; 2025Q4: 20,301 shares; 2026Q1: 20,304 shares; 2026Q2: 20,231 shares 20,231 $4.51M 1.4% -73 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: not loaded; 2024Q4: 13,773 shares; 2025Q1: 14,135 shares; 2025Q2: 14,360 shares; 2025Q3: 14,272 shares; 2025Q4: 14,186 shares; 2026Q1: 15,169 shares; 2026Q2: 14,849 shares 14,849 $4.04M 1.26% -320 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,493 shares; 2025Q1: 6,121 shares; 2025Q2: 6,175 shares; 2025Q3: 6,044 shares; 2025Q4: 6,357 shares; 2026Q1: 6,321 shares; 2026Q2: 13,015 shares 13,015 $3.95M 1.23% +6,694 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: not loaded; 2024Q4: 15,985 shares; 2025Q1: 15,985 shares; 2025Q2: 16,134 shares; 2025Q3: 16,059 shares; 2025Q4: 15,944 shares; 2026Q1: 15,560 shares; 2026Q2: 15,560 shares 15,560 $3.92M 1.22% 0 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: not loaded; 2024Q4: 16,231 shares; 2025Q1: 16,314 shares; 2025Q2: 16,493 shares; 2025Q3: 16,348 shares; 2025Q4: 16,307 shares; 2026Q1: 16,461 shares; 2026Q2: 16,107 shares 16,107 $3.84M 1.2% -354 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,382 shares; 2025Q1: 31,220 shares; 2025Q2: 34,821 shares; 2025Q3: 36,896 shares; 2025Q4: 37,778 shares; 2026Q1: 44,686 shares; 2026Q2: 47,789 shares 47,789 $3.82M 1.19% +3,103 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: not loaded; 2024Q4: 25,707 shares; 2025Q1: 26,756 shares; 2025Q2: 27,367 shares; 2025Q3: 27,323 shares; 2025Q4: 26,797 shares; 2026Q1: 27,176 shares; 2026Q2: 27,921 shares 27,921 $3.78M 1.18% +745 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: not loaded; 2024Q4: 18,106 shares; 2025Q1: 17,080 shares; 2025Q2: 17,031 shares; 2025Q3: 17,036 shares; 2025Q4: 16,439 shares; 2026Q1: 16,058 shares; 2026Q2: 16,022 shares 16,022 $3.59M 1.12% -36 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: not loaded; 2024Q4: 15,951 shares; 2025Q1: 17,812 shares; 2025Q2: 18,309 shares; 2025Q3: 18,326 shares; 2025Q4: 18,049 shares; 2026Q1: 18,788 shares; 2026Q2: 19,626 shares 19,626 $3.52M 1.1% +838 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: not loaded; 2024Q4: 10,083 shares; 2025Q1: 10,152 shares; 2025Q2: 10,276 shares; 2025Q3: 10,242 shares; 2025Q4: 10,356 shares; 2026Q1: 10,261 shares; 2026Q2: 10,081 shares 10,081 $3.46M 1.08% -180 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,812 shares; 2025Q1: 23,439 shares; 2025Q2: 23,671 shares; 2025Q3: 23,824 shares; 2025Q4: 23,481 shares; 2026Q1: 25,816 shares; 2026Q2: 26,562 shares 26,562 $3.36M 1.05% +746 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: not loaded; 2024Q4: 11,806 shares; 2025Q1: 11,938 shares; 2025Q2: 11,949 shares; 2025Q3: 11,917 shares; 2025Q4: 11,985 shares; 2026Q1: 12,018 shares; 2026Q2: 11,898 shares 11,898 $3.22M 1% -120 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares; 2026Q1: 1,242 shares; 2026Q2: 2,588 shares 2,588 $3.1M 0.97% +1,346 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: not loaded; 2024Q4: 8,700 shares; 2025Q1: 8,900 shares; 2025Q2: 8,933 shares; 2025Q3: 8,932 shares; 2025Q4: 8,827 shares; 2026Q1: 8,895 shares; 2026Q2: 8,743 shares 8,743 $3.08M 0.96% -152 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,800 shares 16,800 $2.85M 0.89% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,645 shares; 2025Q1: 6,049 shares; 2025Q2: 6,155 shares; 2025Q3: 6,114 shares; 2025Q4: 5,866 shares; 2026Q1: 5,613 shares; 2026Q2: 5,478 shares 5,478 $2.79M 0.87% -135 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,893 shares 52,893 $2.72M 0.85% 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: not loaded; 2024Q4: 27,024 shares; 2025Q1: 26,753 shares; 2025Q2: 28,200 shares; 2025Q3: 28,397 shares; 2025Q4: 28,454 shares; 2026Q1: 29,142 shares; 2026Q2: 29,598 shares 29,598 $2.6M 0.81% +456 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: not loaded; 2024Q4: 8,930 shares; 2025Q1: 8,810 shares; 2025Q2: 9,060 shares; 2025Q3: 9,123 shares; 2025Q4: 8,912 shares; 2026Q1: 13,075 shares; 2026Q2: 12,925 shares 12,925 $2.59M 0.81% -150 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: not loaded; 2024Q4: 12,521 shares; 2025Q1: 15,925 shares; 2025Q2: 16,060 shares; 2025Q3: 15,485 shares; 2025Q4: 15,642 shares; 2026Q1: 16,359 shares; 2026Q2: 17,221 shares 17,221 $2.52M 0.79% +862 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,127 shares; 2025Q1: 17,629 shares; 2025Q2: 17,246 shares; 2025Q3: 17,008 shares; 2025Q4: 16,661 shares; 2026Q1: 16,228 shares; 2026Q2: 16,124 shares 16,124 $2.44M 0.76% -104 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: not loaded; 2024Q4: 4,877 shares; 2025Q1: 6,529 shares; 2025Q2: 6,712 shares; 2025Q3: 6,736 shares; 2025Q4: 6,819 shares; 2026Q1: 6,988 shares; 2026Q2: 6,969 shares 6,969 $2.36M 0.73% -19 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: not loaded; 2024Q4: 27,018 shares; 2025Q1: 27,628 shares; 2025Q2: 27,434 shares; 2025Q3: 27,438 shares; 2025Q4: 27,371 shares; 2026Q1: 27,638 shares; 2026Q2: 25,416 shares 25,416 $2.31M 0.72% -2,222 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: not loaded; 2024Q4: 3,436 shares; 2025Q1: 3,474 shares; 2025Q2: 3,517 shares; 2025Q3: 3,495 shares; 2025Q4: 3,582 shares; 2026Q1: 3,763 shares; 2026Q2: 3,916 shares 3,916 $2.21M 0.69% +153 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: not loaded; 2024Q4: 4,337 shares; 2025Q1: 4,442 shares; 2025Q2: 4,457 shares; 2025Q3: 4,473 shares; 2025Q4: 4,463 shares; 2026Q1: 4,556 shares; 2026Q2: 4,247 shares 4,247 $2.13M 0.66% -309 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: not loaded; 2024Q4: 25,356 shares; 2025Q1: 20,472 shares; 2025Q2: 20,377 shares; 2025Q3: 19,766 shares; 2025Q4: 20,312 shares; 2026Q1: 20,262 shares; 2026Q2: 20,987 shares 20,987 $2.02M 0.63% +725 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: not loaded; 2024Q4: 14,754 shares; 2025Q1: 15,363 shares; 2025Q2: 15,488 shares; 2025Q3: 15,144 shares; 2025Q4: 14,778 shares; 2026Q1: 14,833 shares; 2026Q2: 13,490 shares 13,490 $1.93M 0.6% -1,343 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: not loaded; 2024Q4: 14,150 shares; 2025Q1: 14,102 shares; 2025Q2: 14,497 shares; 2025Q3: 14,375 shares; 2025Q4: 12,936 shares; 2026Q1: 11,795 shares; 2026Q2: 11,205 shares 11,205 $1.64M 0.51% -590 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: not loaded; 2024Q4: 3,960 shares; 2025Q1: 4,010 shares; 2025Q2: 4,181 shares; 2025Q3: 4,181 shares; 2025Q4: 4,221 shares; 2026Q1: 4,230 shares; 2026Q2: 4,230 shares 4,230 $1.6M 0.5% 0 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: not loaded; 2024Q4: 25,937 shares; 2025Q1: 22,257 shares; 2025Q2: 22,922 shares; 2025Q3: 22,784 shares; 2025Q4: 22,320 shares; 2026Q1: 22,171 shares; 2026Q2: 19,500 shares 19,500 $1.58M 0.49% -2,671 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,837 shares 6,837 $1.53M 0.48% new 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: not loaded; 2024Q4: 5,815 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,612 shares; 2026Q2: 25,573 shares 25,573 $1.47M 0.46% +1,961 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: not loaded; 2024Q4: 460 shares; 2025Q1: 3,730 shares; 2025Q2: 3,788 shares; 2025Q3: 3,706 shares; 2025Q4: 3,605 shares; 2026Q1: 3,690 shares; 2026Q2: 3,614 shares 3,614 $1.44M 0.45% -76 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,253 shares 6,253 $1.38M 0.43% 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: not loaded; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 1,536 shares; 2026Q1: 1,536 shares; 2026Q2: 1,536 shares 1,536 $1.05M 0.33% 0 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: not loaded; 2024Q4: 1,248 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,210 shares; 2026Q1: 1,372 shares; 2026Q2: 1,348 shares 1,348 $1.01M 0.31% -24 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: not loaded; 2024Q4: 14,096 shares; 2025Q1: 16,066 shares; 2025Q2: 17,857 shares; 2025Q3: 17,772 shares; 2025Q4: 16,903 shares; 2026Q1: 15,976 shares; 2026Q2: 15,764 shares 15,764 $898K 0.28% -212 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: not loaded; 2024Q4: 2,560 shares; 2025Q1: 2,335 shares; 2025Q2: 2,350 shares; 2025Q3: 2,366 shares; 2025Q4: 2,312 shares; 2026Q1: 2,343 shares; 2026Q2: 2,256 shares 2,256 $797K 0.25% -87 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,891 shares; 2025Q1: 1,852 shares; 2025Q2: 2,038 shares; 2025Q3: 2,066 shares; 2025Q4: 1,940 shares; 2026Q1: 1,955 shares; 2026Q2: 1,826 shares 1,826 $768K 0.24% -129 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,833 shares; 2026Q1: 14,497 shares; 2026Q2: 14,321 shares 14,321 $762K 0.24% -176 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 loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.23% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,033 shares; 2026Q2: 5,000 shares 5,000 $698K 0.22% -33 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: not loaded; 2024Q4: 595 shares; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 613 shares; 2026Q2: 613 shares 613 $653K 0.2% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 39,183 shares; 2025Q2: 44,743 shares; 2025Q3: 44,817 shares; 2025Q4: 45,496 shares; 2026Q1: 46,342 shares; 2026Q2: 11,918 shares 11,918 $639K 0.2% -34,424 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $611K 0.19% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,506 shares; 2026Q1: 1,671 shares; 2026Q2: 1,627 shares 1,627 $555K 0.17% -44 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: not loaded; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 3,600 shares; 2026Q1: 2,945 shares; 2026Q2: 2,893 shares 2,893 $551K 0.17% -52 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: not loaded; 2024Q4: 20,826 shares; 2025Q1: 6,097 shares; 2025Q2: 5,093 shares; 2025Q3: 3,653 shares; 2025Q4: 3,358 shares; 2026Q1: 4,308 shares; 2026Q2: 4,183 shares 4,183 $538K 0.17% -125 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 loaded; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,326 shares; 2025Q4: 1,326 shares; 2026Q1: 2,326 shares; 2026Q2: 2,326 shares 2,326 $486K 0.15% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,900 shares; 2025Q1: 7,131 shares; 2025Q2: 7,131 shares; 2025Q3: 7,081 shares; 2025Q4: 6,746 shares; 2026Q1: 5,606 shares; 2026Q2: 4,925 shares 4,925 $484K 0.15% -681 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: not loaded; 2024Q4: 5,498 shares; 2025Q1: 5,792 shares; 2025Q2: 4,889 shares; 2025Q3: 1,592 shares; 2025Q4: 1,269 shares; 2026Q1: 1,190 shares; 2026Q2: 960 shares 960 $481K 0.15% -230 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,071 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 2,985 shares; 2025Q4: 2,985 shares; 2026Q1: 2,985 shares; 2026Q2: 2,985 shares 2,985 $477K 0.15% 0 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: not loaded; 2024Q4: 6,577 shares; 2025Q1: 6,067 shares; 2025Q2: 5,989 shares; 2025Q3: 5,959 shares; 2025Q4: 6,064 shares; 2026Q1: 5,985 shares; 2026Q2: 1,962 shares 1,962 $477K 0.15% -4,023 Timeline VCR 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 loaded; 2024Q4: not reported; 2025Q1: 3,037 shares; 2025Q2: 3,616 shares; 2025Q3: 3,631 shares; 2025Q4: 3,628 shares; 2026Q1: 3,668 shares; 2026Q2: 1,147 shares 1,147 $455K 0.14% -2,521 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: not loaded; 2024Q4: 3,681 shares; 2025Q1: 3,541 shares; 2025Q2: 4,377 shares; 2025Q3: 4,317 shares; 2025Q4: 4,297 shares; 2026Q1: 4,553 shares; 2026Q2: 4,553 shares 4,553 $438K 0.14% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,560 shares; 2025Q1: 4,543 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares; 2026Q1: 4,543 shares; 2026Q2: 4,543 shares 4,543 $434K 0.14% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,082 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $419K 0.13% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,497 shares; 2025Q1: 3,615 shares; 2025Q2: 4,527 shares; 2025Q3: 4,386 shares; 2025Q4: 4,378 shares; 2026Q1: 4,411 shares; 2026Q2: 4,286 shares 4,286 $410K 0.13% -125 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,960 shares; 2025Q1: not reported; 2025Q2: 3,960 shares; 2025Q3: 3,960 shares; 2025Q4: 3,960 shares; 2026Q1: 3,960 shares; 2026Q2: 3,960 shares 3,960 $403K 0.13% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,366 shares; 2026Q1: 1,314 shares; 2026Q2: 1,282 shares 1,282 $403K 0.13% -32 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $399K 0.12% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $397K 0.12% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $384K 0.12% 0 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,632 shares 1,632 $381K 0.12% 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: not loaded; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 2,162 shares; 2026Q1: 2,162 shares; 2026Q2: 2,162 shares 2,162 $350K 0.11% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,166 shares; 2025Q1: 3,909 shares; 2025Q2: 3,906 shares; 2025Q3: 3,848 shares; 2025Q4: 3,805 shares; 2026Q1: 3,493 shares; 2026Q2: 3,411 shares 3,411 $349K 0.11% -82 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: not loaded; 2024Q4: 1,201 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,913 shares; 2025Q4: 1,934 shares; 2026Q1: 1,914 shares; 2026Q2: 1,096 shares 1,096 $345K 0.11% -818 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: not loaded; 2024Q4: 4,218 shares; 2025Q1: 4,193 shares; 2025Q2: 4,196 shares; 2025Q3: 4,313 shares; 2025Q4: 4,126 shares; 2026Q1: 4,308 shares; 2026Q2: 4,302 shares 4,302 $337K 0.1% -6 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 1,875 shares 1,875 $329K 0.1% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 729 shares 729 $315K 0.1% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,857 shares; 2025Q1: 2,391 shares; 2025Q2: 2,355 shares; 2025Q3: 1,960 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares; 2026Q2: 1,985 shares 1,985 $311K 0.1% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,220 shares; 2025Q1: 1,210 shares; 2025Q2: 1,230 shares; 2025Q3: 1,265 shares; 2025Q4: 1,280 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $293K 0.09% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,601 shares; 2025Q1: 1,766 shares; 2025Q2: 1,771 shares; 2025Q3: 1,756 shares; 2025Q4: 1,411 shares; 2026Q1: 1,411 shares; 2026Q2: 1,411 shares 1,411 $291K 0.09% 0 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: not loaded; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $289K 0.09% 0 Timeline SDY 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 loaded; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $289K 0.09% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,330 shares; 2025Q1: 20,391 shares; 2025Q2: 20,584 shares; 2025Q3: 20,723 shares; 2025Q4: 3,918 shares; 2026Q1: 3,152 shares; 2026Q2: 2,583 shares 2,583 $284K 0.09% -569 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $280K 0.09% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,626 shares; 2025Q1: 4,118 shares; 2025Q2: 4,157 shares; 2025Q3: 4,157 shares; 2025Q4: 4,457 shares; 2026Q1: 4,762 shares; 2026Q2: 4,737 shares 4,737 $274K 0.09% -25 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460 $267K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares; 2026Q2: 1,594 shares 1,594 $264K 0.08% -8 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,361 shares; 2025Q1: 4,798 shares; 2025Q2: 4,088 shares; 2025Q3: 3,773 shares; 2025Q4: 3,758 shares; 2026Q1: 3,758 shares; 2026Q2: 3,758 shares 3,758 $257K 0.08% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $251K 0.08% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,849 shares; 2025Q1: 11,557 shares; 2025Q2: 12,053 shares; 2025Q3: 12,628 shares; 2025Q4: 12,566 shares; 2026Q1: 11,798 shares; 2026Q2: 2,050 shares 2,050 $241K 0.08% -9,748 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $231K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,033 shares; 2026Q2: 3,053 shares 3,053 $218K 0.07% +20 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708 shares 708 $217K 0.07% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $209K 0.07% 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: not loaded; 2024Q4: 3,385 shares; 2025Q1: 3,495 shares; 2025Q2: 3,495 shares; 2025Q3: 3,495 shares; 2025Q4: 3,345 shares; 2026Q1: 2,940 shares; 2026Q2: 2,215 shares 2,215 $203K 0.06% -725 Timeline