NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963,922 shares; 2024Q4: 934,848 shares; 2025Q1: 883,923 shares; 2025Q2: 850,746 shares; 2025Q3: 828,386 shares; 2025Q4: 814,193 shares; 2026Q1: 768,311 shares; 2026Q2: 731,547 shares 731,547 $146M 14.09% -36,764 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: 157,110 shares; 2024Q4: 158,173 shares; 2025Q1: 157,820 shares; 2025Q2: 160,129 shares; 2025Q3: 160,627 shares; 2025Q4: 159,823 shares; 2026Q1: 159,031 shares; 2026Q2: 157,573 shares 157,573 $55.7M 5.36% -1,458 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: 225,588 shares; 2024Q4: 223,285 shares; 2025Q1: 212,225 shares; 2025Q2: 211,659 shares; 2025Q3: 207,082 shares; 2025Q4: 202,253 shares; 2026Q1: 194,862 shares; 2026Q2: 189,723 shares 189,723 $54.9M 5.28% -5,139 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: 87,524 shares; 2024Q4: 87,540 shares; 2025Q1: 92,428 shares; 2025Q2: 92,372 shares; 2025Q3: 91,402 shares; 2025Q4: 91,990 shares; 2026Q1: 93,370 shares; 2026Q2: 92,524 shares 92,524 $30.3M 2.92% -846 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: 77,986 shares; 2024Q4: 78,235 shares; 2025Q1: 81,183 shares; 2025Q2: 81,381 shares; 2025Q3: 80,235 shares; 2025Q4: 80,431 shares; 2026Q1: 82,359 shares; 2026Q2: 81,530 shares 81,530 $29.8M 2.87% -829 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: 230,259 shares; 2024Q4: 238,400 shares; 2025Q1: 207,176 shares; 2025Q2: 201,910 shares; 2025Q3: 200,383 shares; 2025Q4: 200,511 shares; 2026Q1: 198,163 shares; 2026Q2: 195,906 shares 195,906 $29.1M 2.8% -2,257 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: 25,458 shares; 2024Q4: 25,277 shares; 2025Q1: 25,459 shares; 2025Q2: 25,419 shares; 2025Q3: 25,725 shares; 2025Q4: 29,437 shares; 2026Q1: 30,261 shares; 2026Q2: 30,204 shares 30,204 $28.3M 2.72% -57 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: 37,451 shares; 2024Q4: 38,973 shares; 2025Q1: 50,148 shares; 2025Q2: 51,255 shares; 2025Q3: 52,785 shares; 2025Q4: 56,495 shares; 2026Q1: 69,157 shares; 2026Q2: 70,609 shares 70,609 $26.3M 2.54% +1,452 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: 277,512 shares; 2024Q4: 291,034 shares; 2025Q1: 300,852 shares; 2025Q2: 304,497 shares; 2025Q3: 308,790 shares; 2025Q4: 316,862 shares; 2026Q1: 327,876 shares; 2026Q2: 330,500 shares 330,500 $25.5M 2.45% +2,624 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: 19,666 shares; 2024Q4: 42,370 shares; 2025Q1: 47,361 shares; 2025Q2: 52,330 shares; 2025Q3: 56,340 shares; 2025Q4: 60,747 shares; 2026Q1: 69,152 shares; 2026Q2: 69,760 shares 69,760 $23.8M 2.29% +608 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: 46,029 shares; 2024Q4: 45,889 shares; 2025Q1: 44,892 shares; 2025Q2: 44,979 shares; 2025Q3: 44,919 shares; 2025Q4: 46,739 shares; 2026Q1: 46,866 shares; 2026Q2: 46,868 shares 46,868 $23.5M 2.26% +2 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: 39,781 shares; 2024Q4: 40,008 shares; 2025Q1: 40,124 shares; 2025Q2: 40,069 shares; 2025Q3: 39,738 shares; 2025Q4: 42,412 shares; 2026Q1: 43,504 shares; 2026Q2: 43,641 shares 43,641 $22.4M 2.16% +137 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: 38,470 shares; 2024Q4: 43,073 shares; 2025Q1: 55,489 shares; 2025Q2: 61,976 shares; 2025Q3: 65,469 shares; 2025Q4: 82,806 shares; 2026Q1: 91,510 shares; 2026Q2: 93,354 shares 93,354 $22.2M 2.14% +1,844 Timeline MOAT 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: 186,868 shares; 2024Q4: 188,549 shares; 2025Q1: 193,646 shares; 2025Q2: 196,647 shares; 2025Q3: 196,344 shares; 2025Q4: 195,593 shares; 2026Q1: 203,944 shares; 2026Q2: 207,803 shares 207,803 $21.6M 2.08% +3,859 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 22,724 shares; 2026Q2: 44,073 shares 44,073 $21.3M 2.05% +21,349 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: 89,164 shares; 2024Q4: 91,393 shares; 2025Q1: 90,520 shares; 2025Q2: 91,777 shares; 2025Q3: 91,682 shares; 2025Q4: 94,813 shares; 2026Q1: 97,584 shares; 2026Q2: 101,820 shares 101,820 $19.3M 1.86% +4,236 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: 28,005 shares; 2024Q4: 28,648 shares; 2025Q1: 28,429 shares; 2025Q2: 29,085 shares; 2025Q3: 29,705 shares; 2025Q4: 30,012 shares; 2026Q1: 30,487 shares; 2026Q2: 30,360 shares 30,360 $19.3M 1.85% -127 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,446 shares; 2024Q4: 5,375 shares; 2025Q1: 5,435 shares; 2025Q2: 5,103 shares; 2025Q3: 5,137 shares; 2025Q4: 13,239 shares; 2026Q1: 14,942 shares; 2026Q2: 15,533 shares 15,533 $18.6M 1.79% +591 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: 10,505 shares; 2024Q4: 11,938 shares; 2025Q1: 17,831 shares; 2025Q2: 19,244 shares; 2025Q3: 20,084 shares; 2025Q4: 27,820 shares; 2026Q1: 29,603 shares; 2026Q2: 30,609 shares 30,609 $17.2M 1.66% +1,006 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: 25,948 shares; 2024Q4: 25,377 shares; 2025Q1: 24,096 shares; 2025Q2: 23,624 shares; 2025Q3: 22,719 shares; 2025Q4: 21,900 shares; 2026Q1: 21,321 shares; 2026Q2: 21,320 shares 21,320 $15.9M 1.53% -1 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307,378 shares; 2024Q4: 294,930 shares; 2025Q1: 306,603 shares; 2025Q2: 307,919 shares; 2025Q3: 310,554 shares; 2025Q4: 311,159 shares; 2026Q1: 308,684 shares; 2026Q2: 315,403 shares 315,403 $15.3M 1.47% +6,719 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: 42,347 shares; 2024Q4: 42,831 shares; 2025Q1: 41,478 shares; 2025Q2: 41,754 shares; 2025Q3: 41,222 shares; 2025Q4: 44,382 shares; 2026Q1: 46,310 shares; 2026Q2: 48,159 shares 48,159 $15.2M 1.46% +1,849 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,899 shares; 2024Q4: 130,924 shares; 2025Q1: 128,192 shares; 2025Q2: 129,573 shares; 2025Q3: 132,171 shares; 2025Q4: 137,781 shares; 2026Q1: 151,536 shares; 2026Q2: 154,054 shares 154,054 $15.1M 1.45% +2,518 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: 78,074 shares; 2024Q4: 78,748 shares; 2025Q1: 82,636 shares; 2025Q2: 86,709 shares; 2025Q3: 89,801 shares; 2025Q4: 91,738 shares; 2026Q1: 95,515 shares; 2026Q2: 97,350 shares 97,350 $14.7M 1.42% +1,835 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: 57,758 shares; 2024Q4: 57,728 shares; 2025Q1: 55,135 shares; 2025Q2: 54,135 shares; 2025Q3: 53,944 shares; 2025Q4: 53,454 shares; 2026Q1: 51,448 shares; 2026Q2: 50,948 shares 50,948 $13.8M 1.33% -500 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: 103,392 shares; 2024Q4: 103,486 shares; 2025Q1: 101,030 shares; 2025Q2: 101,343 shares; 2025Q3: 99,943 shares; 2025Q4: 99,818 shares; 2026Q1: 99,912 shares; 2026Q2: 98,536 shares 98,536 $13.5M 1.3% -1,376 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: 112,987 shares; 2024Q4: 116,092 shares; 2025Q1: 119,718 shares; 2025Q2: 130,220 shares; 2025Q3: 134,367 shares; 2025Q4: 143,185 shares; 2026Q1: 146,598 shares; 2026Q2: 149,795 shares 149,795 $13.1M 1.27% +3,197 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,545 shares; 2024Q4: 55,685 shares; 2025Q1: 54,419 shares; 2025Q2: 55,102 shares; 2025Q3: 54,618 shares; 2025Q4: 54,607 shares; 2026Q1: 55,080 shares; 2026Q2: 54,086 shares 54,086 $12.3M 1.18% -994 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: 17,612 shares; 2024Q4: 17,573 shares; 2025Q1: 16,780 shares; 2025Q2: 16,625 shares; 2025Q3: 16,061 shares; 2025Q4: 15,979 shares; 2026Q1: 15,902 shares; 2026Q2: 15,597 shares 15,597 $11M 1.06% -305 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: 13,279 shares; 2024Q4: 13,652 shares; 2025Q1: 14,680 shares; 2025Q2: 14,703 shares; 2025Q3: 14,587 shares; 2025Q4: 14,616 shares; 2026Q1: 14,770 shares; 2026Q2: 14,143 shares 14,143 $10.4M 1% -627 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: 27,438 shares; 2024Q4: 26,995 shares; 2025Q1: 27,075 shares; 2025Q2: 27,011 shares; 2025Q3: 26,955 shares; 2025Q4: 26,683 shares; 2026Q1: 26,215 shares; 2026Q2: 26,051 shares 26,051 $9.31M 0.9% -164 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: 60,226 shares; 2024Q4: 62,146 shares; 2025Q1: 68,584 shares; 2025Q2: 70,612 shares; 2025Q3: 70,391 shares; 2025Q4: 72,281 shares; 2026Q1: 75,786 shares; 2026Q2: 77,161 shares 77,161 $9.08M 0.87% +1,375 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: 44,804 shares; 2024Q4: 42,579 shares; 2025Q1: 39,341 shares; 2025Q2: 36,877 shares; 2025Q3: 35,874 shares; 2025Q4: 35,763 shares; 2026Q1: 35,576 shares; 2026Q2: 35,017 shares 35,017 $8.89M 0.86% -559 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: 80,881 shares; 2024Q4: 78,779 shares; 2025Q1: 74,782 shares; 2025Q2: 72,585 shares; 2025Q3: 68,816 shares; 2025Q4: 65,110 shares; 2026Q1: 63,723 shares; 2026Q2: 62,372 shares 62,372 $8.45M 0.81% -1,351 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,294 shares; 2024Q4: 24,924 shares; 2025Q1: 23,351 shares; 2025Q2: 23,316 shares; 2025Q3: 22,519 shares; 2025Q4: 22,519 shares; 2026Q1: 109,958 shares; 2026Q2: 113,570 shares 113,570 $8.44M 0.81% +3,612 Timeline VCSH 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: 83,692 shares; 2024Q4: 86,877 shares; 2025Q1: 87,683 shares; 2025Q2: 91,352 shares; 2025Q3: 95,649 shares; 2025Q4: 97,765 shares; 2026Q1: 99,061 shares; 2026Q2: 106,557 shares 106,557 $8.42M 0.81% +7,496 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: 132,364 shares; 2024Q4: 130,061 shares; 2025Q1: 93,997 shares; 2025Q2: 90,281 shares; 2025Q3: 87,890 shares; 2025Q4: 83,417 shares; 2026Q1: 79,753 shares; 2026Q2: 77,603 shares 77,603 $8.31M 0.8% -2,150 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: 23,403 shares; 2024Q4: 23,650 shares; 2025Q1: 24,448 shares; 2025Q2: 24,503 shares; 2025Q3: 24,931 shares; 2025Q4: 25,941 shares; 2026Q1: 26,710 shares; 2026Q2: 27,295 shares 27,295 $7.6M 0.73% +585 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: 29,463 shares; 2024Q4: 30,881 shares; 2025Q1: 31,689 shares; 2025Q2: 33,194 shares; 2025Q3: 33,402 shares; 2025Q4: 33,680 shares; 2026Q1: 33,613 shares; 2026Q2: 33,169 shares 33,169 $7.31M 0.7% -444 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: 15,377 shares; 2024Q4: 15,672 shares; 2025Q1: 15,641 shares; 2025Q2: 15,624 shares; 2025Q3: 14,839 shares; 2025Q4: 14,787 shares; 2026Q1: 14,818 shares; 2026Q2: 14,506 shares 14,506 $7.27M 0.7% -312 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: 36,690 shares; 2024Q4: 37,189 shares; 2025Q1: 37,399 shares; 2025Q2: 37,435 shares; 2025Q3: 36,023 shares; 2025Q4: 62,994 shares; 2026Q1: 61,946 shares; 2026Q2: 60,155 shares 60,155 $7.05M 0.68% -1,791 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: 8,435 shares; 2025Q1: 7,945 shares; 2025Q2: 7,793 shares; 2025Q3: 7,538 shares; 2025Q4: 7,473 shares; 2026Q1: 7,370 shares; 2026Q2: 7,172 shares 7,172 $6.9M 0.66% -198 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,338 shares; 2026Q2: 4,750 shares 4,750 $6.57M 0.63% +2,412 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,418 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,169 shares; 2026Q2: 33,406 shares 33,406 $6.19M 0.6% +7,237 Timeline BSV 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: 64,943 shares; 2024Q4: 66,535 shares; 2025Q1: 67,722 shares; 2025Q2: 69,450 shares; 2025Q3: 71,666 shares; 2025Q4: 72,554 shares; 2026Q1: 72,475 shares; 2026Q2: 76,818 shares 76,818 $5.98M 0.58% +4,343 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: 55,761 shares; 2024Q4: 56,459 shares; 2025Q1: 53,540 shares; 2025Q2: 54,900 shares; 2025Q3: 55,441 shares; 2025Q4: 54,884 shares; 2026Q1: 54,968 shares; 2026Q2: 56,106 shares 56,106 $5.83M 0.56% +1,138 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,355 shares; 2025Q1: 2,545 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,333 shares; 2026Q1: 20,753 shares; 2026Q2: 46,804 shares 46,804 $5.46M 0.53% +26,051 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: 61,874 shares; 2024Q4: 62,168 shares; 2025Q1: 60,651 shares; 2025Q2: 59,912 shares; 2025Q3: 60,026 shares; 2025Q4: 60,458 shares; 2026Q1: 60,533 shares; 2026Q2: 60,382 shares 60,382 $5.05M 0.49% -151 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,768 shares; 2025Q2: 12,493 shares; 2025Q3: 13,451 shares; 2025Q4: 14,204 shares; 2026Q1: 16,069 shares; 2026Q2: 16,510 shares 16,510 $4.87M 0.47% +441 Timeline BIV 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: 45,618 shares; 2024Q4: 49,521 shares; 2025Q1: 56,912 shares; 2025Q2: 57,926 shares; 2025Q3: 59,359 shares; 2025Q4: 59,681 shares; 2026Q1: 60,153 shares; 2026Q2: 62,931 shares 62,931 $4.83M 0.46% +2,778 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,478 shares; 2024Q4: 10,205 shares; 2025Q1: 11,659 shares; 2025Q2: 13,083 shares; 2025Q3: 14,455 shares; 2025Q4: 15,043 shares; 2026Q1: 16,086 shares; 2026Q2: 16,334 shares 16,334 $4.62M 0.44% +248 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: 19,299 shares; 2024Q4: 18,958 shares; 2025Q1: 18,255 shares; 2025Q2: 17,820 shares; 2025Q3: 17,379 shares; 2025Q4: 15,240 shares; 2026Q1: 15,004 shares; 2026Q2: 14,518 shares 14,518 $4.26M 0.41% -486 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: 43,412 shares; 2024Q4: 43,114 shares; 2025Q1: 41,499 shares; 2025Q2: 41,088 shares; 2025Q3: 39,831 shares; 2025Q4: 37,209 shares; 2026Q1: 30,538 shares; 2026Q2: 28,217 shares 28,217 $4.14M 0.4% -2,321 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,296 shares; 2024Q4: 61,170 shares; 2025Q1: 60,935 shares; 2025Q2: 63,184 shares; 2025Q3: 62,156 shares; 2025Q4: 61,770 shares; 2026Q1: 44,233 shares; 2026Q2: 24,365 shares 24,365 $4.06M 0.39% -19,868 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: 12,076 shares; 2024Q4: 12,195 shares; 2025Q1: 12,096 shares; 2025Q2: 11,777 shares; 2025Q3: 11,591 shares; 2025Q4: 22,152 shares; 2026Q1: 20,921 shares; 2026Q2: 20,690 shares 20,690 $3.94M 0.38% -231 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: 5,703 shares; 2024Q4: 5,658 shares; 2025Q1: 5,598 shares; 2025Q2: 5,573 shares; 2025Q3: 5,529 shares; 2025Q4: 5,454 shares; 2026Q1: 5,289 shares; 2026Q2: 5,284 shares 5,284 $3.77M 0.36% -5 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: 18,931 shares; 2024Q4: 18,396 shares; 2025Q1: 16,913 shares; 2025Q2: 16,922 shares; 2025Q3: 15,751 shares; 2025Q4: 15,568 shares; 2026Q1: 15,077 shares; 2026Q2: 14,893 shares 14,893 $3.75M 0.36% -184 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,430 shares; 2024Q4: 339,120 shares; 2025Q1: 314,435 shares; 2025Q2: 328,569 shares; 2025Q3: 263,214 shares; 2025Q4: 241,266 shares; 2026Q1: 209,244 shares; 2026Q2: 170,742 shares 170,742 $3.41M 0.33% -38,502 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: 18,895 shares; 2024Q4: 18,771 shares; 2025Q1: 17,286 shares; 2025Q2: 16,828 shares; 2025Q3: 15,172 shares; 2025Q4: 14,866 shares; 2026Q1: 14,301 shares; 2026Q2: 14,163 shares 14,163 $3.17M 0.31% -138 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: 164,594 shares; 2024Q4: 163,779 shares; 2025Q1: 142,806 shares; 2025Q2: 140,278 shares; 2025Q3: 138,915 shares; 2025Q4: 131,762 shares; 2026Q1: 61,564 shares; 2026Q2: 57,753 shares 57,753 $3.13M 0.3% -3,811 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: 24,730 shares; 2024Q4: 24,167 shares; 2025Q1: 23,662 shares; 2025Q2: 23,376 shares; 2025Q3: 22,997 shares; 2025Q4: 22,771 shares; 2026Q1: 22,571 shares; 2026Q2: 21,791 shares 21,791 $3.12M 0.3% -780 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: 41,411 shares; 2024Q4: 40,066 shares; 2025Q1: 38,617 shares; 2025Q2: 38,022 shares; 2025Q3: 35,428 shares; 2025Q4: 34,763 shares; 2026Q1: 33,641 shares; 2026Q2: 32,922 shares 32,922 $2.99M 0.29% -719 Timeline JNK 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: 34,963 shares; 2024Q4: 24,903 shares; 2025Q1: 25,050 shares; 2025Q2: 26,310 shares; 2025Q3: 27,155 shares; 2025Q4: 27,381 shares; 2026Q1: 27,132 shares; 2026Q2: 29,285 shares 29,285 $2.82M 0.27% +2,153 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: 29,728 shares; 2024Q4: 28,462 shares; 2025Q1: 26,547 shares; 2025Q2: 26,497 shares; 2025Q3: 24,209 shares; 2025Q4: 24,089 shares; 2026Q1: 23,856 shares; 2026Q2: 23,258 shares 23,258 $2.23M 0.21% -598 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: 9,498 shares; 2024Q4: 9,436 shares; 2025Q1: 9,094 shares; 2025Q2: 8,920 shares; 2025Q3: 8,007 shares; 2025Q4: 7,744 shares; 2026Q1: 7,590 shares; 2026Q2: 7,580 shares 7,580 $2.05M 0.2% -10 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,605 shares; 2024Q4: 12,902 shares; 2025Q1: 12,070 shares; 2025Q2: 11,520 shares; 2025Q3: 11,630 shares; 2025Q4: 11,556 shares; 2026Q1: 11,556 shares; 2026Q2: 11,577 shares 11,577 $1.92M 0.18% +21 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,818 shares; 2024Q4: 97,233 shares; 2025Q1: 95,715 shares; 2025Q2: 94,829 shares; 2025Q3: 27,540 shares; 2025Q4: 21,437 shares; 2026Q1: 17,571 shares; 2026Q2: 15,963 shares 15,963 $1.9M 0.18% -1,608 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: 14,003 shares; 2024Q4: 13,696 shares; 2025Q1: 13,069 shares; 2025Q2: 13,246 shares; 2025Q3: 13,440 shares; 2025Q4: 12,065 shares; 2026Q1: 11,885 shares; 2026Q2: 11,518 shares 11,518 $1.69M 0.16% -367 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,813 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,619 shares; 2025Q4: 1,574 shares; 2026Q1: 1,539 shares; 2026Q2: 1,510 shares 1,510 $1.61M 0.15% -29 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.14% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,812 shares; 2024Q4: 12,499 shares; 2025Q1: 13,138 shares; 2025Q2: 12,580 shares; 2025Q3: 12,960 shares; 2025Q4: 13,020 shares; 2026Q1: 12,849 shares; 2026Q2: 12,905 shares 12,905 $1.46M 0.14% +56 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: 31,325 shares; 2024Q4: 31,325 shares; 2025Q1: 31,393 shares; 2025Q2: 31,393 shares; 2025Q3: 31,393 shares; 2025Q4: 31,325 shares; 2026Q1: 30,475 shares; 2026Q2: 30,285 shares 30,285 $1.44M 0.14% -190 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: 5,035 shares; 2024Q4: 4,927 shares; 2025Q1: 4,709 shares; 2025Q2: 4,695 shares; 2025Q3: 4,544 shares; 2025Q4: 4,005 shares; 2026Q1: 3,860 shares; 2026Q2: 3,809 shares 3,809 $1.38M 0.13% -51 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: 3,028 shares; 2024Q4: 2,938 shares; 2025Q1: 2,788 shares; 2025Q2: 2,692 shares; 2025Q3: 2,666 shares; 2025Q4: 2,573 shares; 2026Q1: 2,640 shares; 2026Q2: 2,630 shares 2,630 $1.36M 0.13% -10 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,797 shares; 2024Q4: 85,066 shares; 2025Q1: 107,261 shares; 2025Q2: 106,227 shares; 2025Q3: 101,562 shares; 2025Q4: 39,696 shares; 2026Q1: 36,155 shares; 2026Q2: 27,637 shares 27,637 $1.32M 0.13% -8,518 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: 10,143 shares; 2024Q4: 10,085 shares; 2025Q1: 8,940 shares; 2025Q2: 8,436 shares; 2025Q3: 8,153 shares; 2025Q4: 7,638 shares; 2026Q1: 7,262 shares; 2026Q2: 6,828 shares 6,828 $1.26M 0.12% -434 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: 9,765 shares; 2024Q4: 9,570 shares; 2025Q1: 9,261 shares; 2025Q2: 9,131 shares; 2025Q3: 8,987 shares; 2025Q4: 8,201 shares; 2026Q1: 8,121 shares; 2026Q2: 8,065 shares 8,065 $1.23M 0.12% -56 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: 16,102 shares; 2024Q4: 15,952 shares; 2025Q1: 15,082 shares; 2025Q2: 14,555 shares; 2025Q3: 14,430 shares; 2025Q4: 13,832 shares; 2026Q1: 13,313 shares; 2026Q2: 13,083 shares 13,083 $1.2M 0.12% -230 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: 9,269 shares; 2024Q4: 9,221 shares; 2025Q1: 8,163 shares; 2025Q2: 8,163 shares; 2025Q3: 8,063 shares; 2025Q4: 7,719 shares; 2026Q1: 7,669 shares; 2026Q2: 7,649 shares 7,649 $1.2M 0.12% -20 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: 11,971 shares; 2024Q4: 11,776 shares; 2025Q1: 10,786 shares; 2025Q2: 10,609 shares; 2025Q3: 10,480 shares; 2025Q4: 9,850 shares; 2026Q1: 9,309 shares; 2026Q2: 8,879 shares 8,879 $1.1M 0.11% -430 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: 2,943 shares; 2024Q4: 2,873 shares; 2025Q1: 2,873 shares; 2025Q2: 2,856 shares; 2025Q3: 2,679 shares; 2025Q4: 2,671 shares; 2026Q1: 2,166 shares; 2026Q2: 2,162 shares 2,162 $1.1M 0.11% -4 Timeline KRE 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: 19,927 shares; 2024Q4: 19,597 shares; 2025Q1: 19,167 shares; 2025Q2: 18,934 shares; 2025Q3: 15,866 shares; 2025Q4: 15,140 shares; 2026Q1: 14,970 shares; 2026Q2: 14,520 shares 14,520 $1.09M 0.1% -450 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: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,501 shares; 2025Q2: 2,312 shares; 2025Q3: 2,210 shares; 2025Q4: 2,031 shares; 2026Q1: 1,836 shares; 2026Q2: 1,826 shares 1,826 $1.06M 0.1% -10 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,340 shares; 2024Q4: 6,340 shares; 2025Q1: 6,340 shares; 2025Q2: 5,975 shares; 2025Q3: 5,975 shares; 2025Q4: 5,955 shares; 2026Q1: 5,935 shares; 2026Q2: 5,855 shares 5,855 $1.03M 0.1% -80 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: 8,124 shares; 2024Q4: 8,132 shares; 2025Q1: 6,987 shares; 2025Q2: 7,721 shares; 2025Q3: 7,930 shares; 2025Q4: 8,250 shares; 2026Q1: 8,100 shares; 2026Q2: 8,100 shares 8,100 $1.03M 0.1% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,136 shares; 2024Q4: 59,317 shares; 2025Q1: 59,692 shares; 2025Q2: 58,425 shares; 2025Q3: 57,632 shares; 2025Q4: 19,684 shares; 2026Q1: 14,844 shares; 2026Q2: 10,641 shares 10,641 $1.02M 0.1% -4,203 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: 4,558 shares; 2024Q4: 4,583 shares; 2025Q1: 4,583 shares; 2025Q2: 4,583 shares; 2025Q3: 4,528 shares; 2025Q4: 4,528 shares; 2026Q1: 4,528 shares; 2026Q2: 4,528 shares 4,528 $1.02M 0.1% 0 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: 6,143 shares; 2024Q4: 5,791 shares; 2025Q1: 5,551 shares; 2025Q2: 5,451 shares; 2025Q3: 5,388 shares; 2025Q4: 5,388 shares; 2026Q1: 5,538 shares; 2026Q2: 5,613 shares 5,613 $1.02M 0.1% +75 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,852 shares; 2025Q1: 2,185 shares; 2025Q2: 2,356 shares; 2025Q3: 2,524 shares; 2025Q4: 2,537 shares; 2026Q1: 2,724 shares; 2026Q2: 2,627 shares 2,627 $992K 0.1% -97 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: 2,752 shares; 2024Q4: 2,729 shares; 2025Q1: 2,622 shares; 2025Q2: 2,622 shares; 2025Q3: 2,702 shares; 2025Q4: 2,672 shares; 2026Q1: 2,602 shares; 2026Q2: 2,576 shares 2,576 $884K 0.09% -26 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: 6,441 shares; 2024Q4: 6,291 shares; 2025Q1: 6,141 shares; 2025Q2: 5,762 shares; 2025Q3: 7,812 shares; 2025Q4: 7,812 shares; 2026Q1: 7,475 shares; 2026Q2: 7,475 shares 7,475 $878K 0.08% 0 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 2,000 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares; 2025Q4: 2,023 shares; 2026Q1: 2,023 shares; 2026Q2: 2,023 shares 2,023 $862K 0.08% 0 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: 2,352 shares; 2024Q4: 2,352 shares; 2025Q1: 2,322 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,292 shares; 2026Q1: 2,292 shares; 2026Q2: 2,292 shares 2,292 $848K 0.08% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,995 shares; 2024Q4: 29,137 shares; 2025Q1: 22,708 shares; 2025Q2: 21,158 shares; 2025Q3: 20,475 shares; 2025Q4: 19,875 shares; 2026Q1: 18,192 shares; 2026Q2: 17,892 shares 17,892 $833K 0.08% -300 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: 3,067 shares; 2024Q4: 3,047 shares; 2025Q1: 3,047 shares; 2025Q2: 3,029 shares; 2025Q3: 3,005 shares; 2025Q4: 2,997 shares; 2026Q1: 2,997 shares; 2026Q2: 2,940 shares 2,940 $827K 0.08% -57 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: 27,778 shares; 2024Q4: 23,775 shares; 2025Q1: 22,580 shares; 2025Q2: 21,826 shares; 2025Q3: 21,396 shares; 2025Q4: 19,521 shares; 2026Q1: 16,806 shares; 2026Q2: 16,606 shares 16,606 $703K 0.07% -200 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: 948 shares; 2025Q3: 948 shares; 2025Q4: 964 shares; 2026Q1: 1,764 shares; 2026Q2: 1,864 shares 1,864 $697K 0.07% +100 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: 1,048 shares; 2024Q4: 970 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 9,430 shares; 2026Q1: 9,510 shares; 2026Q2: 9,510 shares 9,510 $679K 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,130 shares; 2025Q1: 4,074 shares; 2025Q2: 4,074 shares; 2025Q3: 4,033 shares; 2025Q4: 3,792 shares; 2026Q1: 3,283 shares; 2026Q2: 3,263 shares 3,263 $622K 0.06% -20 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: 3,010 shares; 2024Q4: 2,679 shares; 2025Q1: 2,624 shares; 2025Q2: 2,899 shares; 2025Q3: 2,844 shares; 2025Q4: 2,869 shares; 2026Q1: 2,769 shares; 2026Q2: 2,765 shares 2,765 $599K 0.06% -4 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,777 shares; 2024Q4: 1,697 shares; 2025Q1: 1,773 shares; 2025Q2: 1,892 shares; 2025Q3: 1,935 shares; 2025Q4: 1,871 shares; 2026Q1: 1,691 shares; 2026Q2: 1,695 shares 1,695 $598K 0.06% +4 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,801 shares; 2024Q4: 3,561 shares; 2025Q1: 4,195 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 3,810 shares; 2026Q1: 4,030 shares; 2026Q2: 3,630 shares 3,630 $588K 0.06% -400 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,126 shares; 2024Q4: 10,223 shares; 2025Q1: 10,372 shares; 2025Q2: 10,407 shares; 2025Q3: 9,913 shares; 2025Q4: 9,913 shares; 2026Q1: 10,065 shares; 2026Q2: 9,394 shares 9,394 $582K 0.06% -671 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,702 shares; 2025Q4: 1,697 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares 1,687 $571K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,397 shares; 2024Q4: 7,102 shares; 2025Q1: 5,843 shares; 2025Q2: 6,077 shares; 2025Q3: 6,266 shares; 2025Q4: 5,778 shares; 2026Q1: 5,578 shares; 2026Q2: 5,244 shares 5,244 $564K 0.05% -334 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: 6,144 shares; 2024Q4: 5,804 shares; 2025Q1: 5,704 shares; 2025Q2: 5,583 shares; 2025Q3: 5,583 shares; 2025Q4: 5,208 shares; 2026Q1: 4,738 shares; 2026Q2: 4,738 shares 4,738 $557K 0.05% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,494 shares; 2024Q4: 2,472 shares; 2025Q1: 2,317 shares; 2025Q2: 2,295 shares; 2025Q3: 2,251 shares; 2025Q4: 2,191 shares; 2026Q1: 2,157 shares; 2026Q2: 2,157 shares 2,157 $544K 0.05% 0 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: 3,300 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $523K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,856 shares; 2024Q4: 29,721 shares; 2025Q1: 25,649 shares; 2025Q2: 20,935 shares; 2025Q3: 20,770 shares; 2025Q4: 20,400 shares; 2026Q1: 16,203 shares; 2026Q2: 12,733 shares 12,733 $523K 0.05% -3,470 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: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,428 shares; 2026Q2: 1,428 shares 1,428 $506K 0.05% 0 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: 8,290 shares; 2024Q4: 7,858 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: 7,790 shares; 2025Q4: 7,390 shares; 2026Q1: 5,750 shares; 2026Q2: 5,750 shares 5,750 $500K 0.05% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 5,200 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $487K 0.05% 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: 8,329 shares; 2024Q4: 7,546 shares; 2025Q1: 7,046 shares; 2025Q2: 6,946 shares; 2025Q3: 6,946 shares; 2025Q4: 7,146 shares; 2026Q1: 6,046 shares; 2026Q2: 5,946 shares 5,946 $483K 0.05% -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: 2,076 shares 2,076 $465K 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,076 shares 2,076 $459K 0.04% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,470 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $436K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,083 shares; 2026Q2: 2,083 shares 2,083 $418K 0.04% 0 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: 3,582 shares; 2024Q4: 3,582 shares; 2025Q1: 3,796 shares; 2025Q2: 3,796 shares; 2025Q3: 3,596 shares; 2025Q4: 3,596 shares; 2026Q1: 3,596 shares; 2026Q2: 2,996 shares 2,996 $410K 0.04% -600 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: 535 shares; 2024Q4: 535 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 541 shares; 2026Q2: 526 shares 526 $394K 0.04% -15 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: 325 shares 325 $375K 0.04% new 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: 2,358 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 2,262 shares; 2025Q3: 2,262 shares; 2025Q4: 2,262 shares; 2026Q1: 2,262 shares; 2026Q2: 2,262 shares 2,262 $370K 0.04% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $356K 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,726 shares; 2024Q4: 3,464 shares; 2025Q1: 3,089 shares; 2025Q2: 2,964 shares; 2025Q3: 2,914 shares; 2025Q4: 2,477 shares; 2026Q1: 2,177 shares; 2026Q2: 1,977 shares 1,977 $344K 0.03% -200 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,296 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares; 2026Q2: 3,096 shares 3,096 $343K 0.03% -50 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 1,486 shares; 2026Q2: 1,502 shares 1,502 $328K 0.03% +16 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835 shares; 2024Q4: 790 shares; 2025Q1: 780 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 620 shares 620 $324K 0.03% 0 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: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,120 shares; 2025Q3: 4,120 shares; 2025Q4: 4,120 shares; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $316K 0.03% 0 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,959 shares; 2024Q4: 3,758 shares; 2025Q1: 3,758 shares; 2025Q2: 3,758 shares; 2025Q3: 3,758 shares; 2025Q4: 3,758 shares; 2026Q1: 3,758 shares; 2026Q2: 3,758 shares 3,758 $307K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,038 shares; 2024Q4: 14,681 shares; 2025Q1: 15,421 shares; 2025Q2: 15,509 shares; 2025Q3: 14,709 shares; 2025Q4: 2,249 shares; 2026Q1: 860 shares; 2026Q2: 717 shares 717 $298K 0.03% -143 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: 4,348 shares; 2024Q4: 4,070 shares; 2025Q1: 3,924 shares; 2025Q2: 4,460 shares; 2025Q3: 3,806 shares; 2025Q4: 3,756 shares; 2026Q1: 3,756 shares; 2026Q2: 3,756 shares 3,756 $294K 0.03% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $294K 0.03% 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: 983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 944 shares; 2026Q2: 963 shares 963 $289K 0.03% +19 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: 5,260 shares; 2024Q4: 5,660 shares; 2025Q1: 4,925 shares; 2025Q2: 4,925 shares; 2025Q3: 3,457 shares; 2025Q4: 2,272 shares; 2026Q1: 2,192 shares; 2026Q2: 2,192 shares 2,192 $282K 0.03% 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: 3,780 shares; 2024Q4: 3,580 shares; 2025Q1: 3,097 shares; 2025Q2: 3,110 shares; 2025Q3: 3,085 shares; 2025Q4: 3,085 shares; 2026Q1: 2,958 shares; 2026Q2: 2,856 shares 2,856 $281K 0.03% -102 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 582 shares 582 $278K 0.03% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,514 shares; 2024Q4: 30,710 shares; 2025Q1: 3,919 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,182 shares; 2026Q1: 2,060 shares; 2026Q2: 2,024 shares 2,024 $273K 0.03% -36 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: 729 shares; 2024Q4: 1,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $268K 0.03% new 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: 8,125 shares; 2025Q1: 8,125 shares; 2025Q2: 8,368 shares; 2025Q3: 8,368 shares; 2025Q4: 8,368 shares; 2026Q1: 8,268 shares; 2026Q2: 8,125 shares 8,125 $260K 0.03% -143 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,093 shares; 2024Q4: 2,059 shares; 2025Q1: 2,012 shares; 2025Q2: 1,993 shares; 2025Q3: 2,021 shares; 2025Q4: 1,893 shares; 2026Q1: 1,683 shares; 2026Q2: 1,639 shares 1,639 $256K 0.02% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,134 shares; 2025Q4: 4,487 shares; 2026Q1: 4,487 shares; 2026Q2: 4,487 shares 4,487 $253K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 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 $251K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,747 shares; 2024Q4: 6,467 shares; 2025Q1: 5,567 shares; 2025Q2: 5,797 shares; 2025Q3: 3,647 shares; 2025Q4: 3,762 shares; 2026Q1: 3,477 shares; 2026Q2: 3,402 shares 3,402 $245K 0.02% -75 Timeline SUSA 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: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares; 2026Q2: 1,574 shares 1,574 $243K 0.02% +10 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY 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: 2,300 shares 2,300 $241K 0.02% new 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: 5,465 shares; 2024Q4: 5,465 shares; 2025Q1: 5,465 shares; 2025Q2: 5,465 shares; 2025Q3: 5,465 shares; 2025Q4: 5,465 shares; 2026Q1: 5,465 shares; 2026Q2: 5,465 shares 5,465 $239K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 731 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 695 shares; 2026Q1: 575 shares; 2026Q2: 561 shares 561 $236K 0.02% -14 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,065 shares; 2025Q2: 9,065 shares; 2025Q3: 9,065 shares; 2025Q4: 9,915 shares; 2026Q1: 11,715 shares; 2026Q2: 11,336 shares 11,336 $235K 0.02% -379 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: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 435 shares; 2026Q1: not reported; 2026Q2: 2,688 shares 2,688 $232K 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,184 shares; 2024Q4: 36,627 shares; 2025Q1: 37,198 shares; 2025Q2: 37,910 shares; 2025Q3: 37,912 shares; 2025Q4: 29,906 shares; 2026Q1: 3,208 shares; 2026Q2: 1,777 shares 1,777 $231K 0.02% -1,431 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,675 shares; 2024Q4: 11,620 shares; 2025Q1: 10,970 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,408 shares; 2026Q2: 9,408 shares 9,408 $228K 0.02% 0 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: 5,313 shares; 2024Q4: 5,054 shares; 2025Q1: not reported; 2025Q2: 5,262 shares; 2025Q3: 5,262 shares; 2025Q4: 4,902 shares; 2026Q1: not reported; 2026Q2: 3,982 shares 3,982 $227K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares 520 $225K 0.02% 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: 2,602 shares; 2025Q1: 2,026 shares; 2025Q2: 2,176 shares; 2025Q3: 2,176 shares; 2025Q4: 2,226 shares; 2026Q1: 2,086 shares; 2026Q2: 2,086 shares 2,086 $224K 0.02% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $216K 0.02% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $214K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 1,000 shares 1,000 $212K 0.02% new Timeline OGE OGE ENERGY CORP More: the full row for OGE 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: 4,300 shares; 2026Q2: 4,300 shares 4,300 $209K 0.02% 0 Timeline IYC 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: 2,117 shares; 2025Q1: not reported; 2025Q2: 2,056 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: not reported; 2026Q2: 2,056 shares 2,056 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,812 shares 2,812 $206K 0.02% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,040 shares; 2024Q4: 12,040 shares; 2025Q1: 12,100 shares; 2025Q2: 12,335 shares; 2025Q3: 12,335 shares; 2025Q4: 12,335 shares; 2026Q1: 12,435 shares; 2026Q2: 12,435 shares 12,435 $117K 0.01% 0 Timeline