GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,296 shares; 2024Q4: 166,103 shares; 2025Q1: 549,123 shares; 2025Q2: 554,790 shares; 2025Q3: 567,922 shares; 2025Q4: 565,608 shares; 2026Q1: 507,579 shares; 2026Q2: 526,508 shares 526,508 $24.1M 7.06% +18,929 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,528 shares; 2024Q4: 76,763 shares; 2025Q1: 90,087 shares; 2025Q2: 85,039 shares; 2025Q3: 92,543 shares; 2025Q4: 92,941 shares; 2026Q1: 94,684 shares; 2026Q2: 96,746 shares 96,746 $13.7M 4.03% +2,062 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: 56,414 shares; 2024Q4: 48,129 shares; 2025Q1: 49,849 shares; 2025Q2: 50,350 shares; 2025Q3: 49,783 shares; 2025Q4: 49,536 shares; 2026Q1: 47,938 shares; 2026Q2: 47,061 shares 47,061 $12M 3.51% -877 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,626 shares; 2025Q2: 134,085 shares; 2025Q3: 144,459 shares; 2025Q4: 144,855 shares; 2026Q1: 147,589 shares; 2026Q2: 152,829 shares 152,829 $11.5M 3.36% +5,240 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: 56,656 shares; 2024Q4: 53,384 shares; 2025Q1: 50,432 shares; 2025Q2: 49,527 shares; 2025Q3: 51,372 shares; 2025Q4: 49,409 shares; 2026Q1: 48,922 shares; 2026Q2: 57,102 shares 57,102 $11.4M 3.35% +8,180 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164,818 shares; 2025Q2: 167,224 shares; 2025Q3: 163,581 shares; 2025Q4: 163,120 shares; 2026Q1: 147,661 shares; 2026Q2: 150,551 shares 150,551 $11M 3.24% +2,890 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: 28,525 shares; 2024Q4: 28,212 shares; 2025Q1: 28,583 shares; 2025Q2: 28,014 shares; 2025Q3: 30,683 shares; 2025Q4: 21,817 shares; 2026Q1: 21,556 shares; 2026Q2: 27,802 shares 27,802 $9.94M 2.92% +6,246 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: 39,905 shares; 2024Q4: 39,028 shares; 2025Q1: 39,010 shares; 2025Q2: 34,030 shares; 2025Q3: 30,270 shares; 2025Q4: 30,431 shares; 2026Q1: 30,185 shares; 2026Q2: 29,750 shares 29,750 $9.74M 2.86% -435 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: 19,616 shares; 2024Q4: 20,564 shares; 2025Q1: 23,641 shares; 2025Q2: 24,122 shares; 2025Q3: 23,170 shares; 2025Q4: 16,111 shares; 2026Q1: 16,511 shares; 2026Q2: 15,649 shares 15,649 $9.09M 2.67% -862 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: 9,533 shares; 2024Q4: 9,298 shares; 2025Q1: 9,750 shares; 2025Q2: 9,830 shares; 2025Q3: 9,581 shares; 2025Q4: 9,460 shares; 2026Q1: 9,265 shares; 2026Q2: 8,968 shares 8,968 $9.07M 2.66% -297 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: 34,053 shares; 2024Q4: 33,232 shares; 2025Q1: 33,275 shares; 2025Q2: 33,352 shares; 2025Q3: 34,546 shares; 2025Q4: 33,384 shares; 2026Q1: 33,123 shares; 2026Q2: 36,944 shares 36,944 $8.81M 2.58% +3,821 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: 90,774 shares; 2024Q4: 90,855 shares; 2025Q1: 94,631 shares; 2025Q2: 96,019 shares; 2025Q3: 96,984 shares; 2025Q4: 97,537 shares; 2026Q1: 96,516 shares; 2026Q2: 96,673 shares 96,673 $8.48M 2.49% +157 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: 15,187 shares; 2024Q4: 15,224 shares; 2025Q1: 16,295 shares; 2025Q2: 18,409 shares; 2025Q3: 19,151 shares; 2025Q4: 16,659 shares; 2026Q1: 17,380 shares; 2026Q2: 21,938 shares 21,938 $8.18M 2.4% +4,558 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: 39,866 shares; 2024Q4: 39,039 shares; 2025Q1: 32,823 shares; 2025Q2: 33,149 shares; 2025Q3: 35,269 shares; 2025Q4: 28,899 shares; 2026Q1: 28,603 shares; 2026Q2: 28,191 shares 28,191 $8.16M 2.39% -412 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: 22,091 shares; 2024Q4: 22,216 shares; 2025Q1: 22,620 shares; 2025Q2: 22,732 shares; 2025Q3: 22,501 shares; 2025Q4: 22,782 shares; 2026Q1: 23,135 shares; 2026Q2: 23,068 shares 23,068 $7.26M 2.13% -67 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: 12,888 shares; 2024Q4: 13,137 shares; 2025Q1: 13,231 shares; 2025Q2: 13,140 shares; 2025Q3: 13,063 shares; 2025Q4: 13,139 shares; 2026Q1: 13,116 shares; 2026Q2: 13,186 shares 13,186 $6.77M 1.99% +70 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: 23,180 shares; 2024Q4: 22,868 shares; 2025Q1: 23,435 shares; 2025Q2: 21,407 shares; 2025Q3: 10,776 shares; 2025Q4: 9,825 shares; 2026Q1: 9,524 shares; 2026Q2: 6,162 shares 6,162 $6.56M 1.93% -3,362 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: 8,609 shares; 2024Q4: 8,216 shares; 2025Q1: 8,235 shares; 2025Q2: 8,179 shares; 2025Q3: 8,500 shares; 2025Q4: 8,848 shares; 2026Q1: 9,072 shares; 2026Q2: 10,635 shares 10,635 $5.99M 1.76% +1,563 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,610 shares; 2025Q2: 37,012 shares; 2025Q3: 35,459 shares; 2025Q4: 37,969 shares; 2026Q1: 37,767 shares; 2026Q2: 13,837 shares 13,837 $5.97M 1.75% -23,930 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: 78,107 shares; 2024Q4: 75,456 shares; 2025Q1: 55,175 shares; 2025Q2: 55,083 shares; 2025Q3: 54,124 shares; 2025Q4: 53,953 shares; 2026Q1: 53,061 shares; 2026Q2: 51,921 shares 51,921 $5.88M 1.73% -1,140 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,147 shares; 2024Q4: 40,120 shares; 2025Q1: 42,975 shares; 2025Q2: 43,783 shares; 2025Q3: 47,515 shares; 2025Q4: 47,517 shares; 2026Q1: 47,842 shares; 2026Q2: 49,394 shares 49,394 $5.45M 1.6% +1,552 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,908 shares; 2024Q4: 42,555 shares; 2025Q1: 52,363 shares; 2025Q2: 54,914 shares; 2025Q3: 58,903 shares; 2025Q4: 57,570 shares; 2026Q1: 60,811 shares; 2026Q2: 62,862 shares 62,862 $5.43M 1.59% +2,051 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: 28,137 shares; 2024Q4: 25,748 shares; 2025Q1: 29,969 shares; 2025Q2: 30,583 shares; 2025Q3: 36,346 shares; 2025Q4: 34,725 shares; 2026Q1: 35,985 shares; 2026Q2: 35,681 shares 35,681 $4.83M 1.42% -304 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: 25,643 shares; 2024Q4: 25,152 shares; 2025Q1: 25,888 shares; 2025Q2: 23,491 shares; 2025Q3: 23,261 shares; 2025Q4: 23,496 shares; 2026Q1: 23,216 shares; 2026Q2: 20,724 shares 20,724 $4.57M 1.34% -2,492 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,434 shares; 2024Q4: 50,001 shares; 2025Q1: 50,724 shares; 2025Q2: 50,707 shares; 2025Q3: 49,044 shares; 2025Q4: 49,396 shares; 2026Q1: 48,885 shares; 2026Q2: 48,603 shares 48,603 $4.48M 1.32% -282 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,780 shares 15,780 $4.29M 1.26% 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: 23,654 shares; 2024Q4: 23,231 shares; 2025Q1: 24,011 shares; 2025Q2: 23,679 shares; 2025Q3: 24,739 shares; 2025Q4: 24,277 shares; 2026Q1: 24,232 shares; 2026Q2: 23,720 shares 23,720 $4.18M 1.23% -512 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: 50,370 shares; 2024Q4: 53,716 shares; 2025Q1: 68,471 shares; 2025Q2: 69,647 shares; 2025Q3: 72,601 shares; 2025Q4: 70,664 shares; 2026Q1: 71,392 shares; 2026Q2: 72,756 shares 72,756 $4.15M 1.22% +1,364 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,799 shares 23,799 $4.04M 1.19% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,839 shares; 2024Q4: 60,753 shares; 2025Q1: 59,111 shares; 2025Q2: 62,340 shares; 2025Q3: 77,394 shares; 2025Q4: 77,072 shares; 2026Q1: 77,411 shares; 2026Q2: 78,706 shares 78,706 $3.98M 1.17% +1,295 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: 9,429 shares; 2024Q4: 9,179 shares; 2025Q1: 9,128 shares; 2025Q2: 8,928 shares; 2025Q3: 10,459 shares; 2025Q4: 10,269 shares; 2026Q1: 10,331 shares; 2026Q2: 10,195 shares 10,195 $3.85M 1.13% -136 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,226 shares; 2024Q4: 9,978 shares; 2025Q1: 9,986 shares; 2025Q2: 9,941 shares; 2025Q3: 9,805 shares; 2025Q4: 9,688 shares; 2026Q1: 9,658 shares; 2026Q2: 7,053 shares 7,053 $3.53M 1.04% -2,605 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,785 shares; 2024Q4: 58,359 shares; 2025Q1: 59,272 shares; 2025Q2: 60,749 shares; 2025Q3: 60,673 shares; 2025Q4: 59,247 shares; 2026Q1: 58,752 shares; 2026Q2: 61,739 shares 61,739 $3.43M 1.01% +2,987 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,119 shares; 2024Q4: 71,366 shares; 2025Q1: 73,235 shares; 2025Q2: 88,768 shares; 2025Q3: 93,704 shares; 2025Q4: 81,417 shares; 2026Q1: 118,672 shares; 2026Q2: 121,102 shares 121,102 $3.41M 1% +2,430 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,102 shares; 2025Q2: 10,905 shares; 2025Q3: 11,641 shares; 2025Q4: 9,607 shares; 2026Q1: 13,782 shares; 2026Q2: 15,072 shares 15,072 $3.29M 0.97% +1,290 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS 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: 23,478 shares; 2026Q1: 25,026 shares; 2026Q2: 27,243 shares 27,243 $3.05M 0.89% +2,217 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 117,579 shares; 2025Q4: 84,940 shares; 2026Q1: 127,093 shares; 2026Q2: 118,159 shares 118,159 $2.94M 0.86% -8,934 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: 26,622 shares; 2024Q4: 25,211 shares; 2025Q1: 27,915 shares; 2025Q2: 28,167 shares; 2025Q3: 28,059 shares; 2025Q4: 24,002 shares; 2026Q1: 28,895 shares; 2026Q2: 28,170 shares 28,170 $2.88M 0.84% -725 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,896 shares; 2024Q4: 1,864 shares; 2025Q1: 1,927 shares; 2025Q2: 1,928 shares; 2025Q3: 1,890 shares; 2025Q4: 1,954 shares; 2026Q1: 1,939 shares; 2026Q2: 2,139 shares 2,139 $2.85M 0.84% +200 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: 16,239 shares; 2024Q4: 15,585 shares; 2025Q1: 15,949 shares; 2025Q2: 15,922 shares; 2025Q3: 15,717 shares; 2025Q4: 16,188 shares; 2026Q1: 15,987 shares; 2026Q2: 15,569 shares 15,569 $2.8M 0.82% -418 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,617 shares; 2024Q4: 25,084 shares; 2025Q1: 30,505 shares; 2025Q2: 30,731 shares; 2025Q3: 30,328 shares; 2025Q4: 31,316 shares; 2026Q1: 30,917 shares; 2026Q2: 30,496 shares 30,496 $2.76M 0.81% -421 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: 8,159 shares; 2024Q4: 7,932 shares; 2025Q1: 5,818 shares; 2025Q2: 5,873 shares; 2025Q3: 6,014 shares; 2025Q4: 2,987 shares; 2026Q1: 2,965 shares; 2026Q2: 2,938 shares 2,938 $2.75M 0.81% -27 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,198 shares; 2024Q4: 6,682 shares; 2025Q1: 8,347 shares; 2025Q2: 15,926 shares; 2025Q3: 15,689 shares; 2025Q4: 13,245 shares; 2026Q1: 19,958 shares; 2026Q2: 19,655 shares 19,655 $2.74M 0.8% -303 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,823 shares; 2024Q4: 14,056 shares; 2025Q1: 14,291 shares; 2025Q2: 14,369 shares; 2025Q3: 14,326 shares; 2025Q4: 14,722 shares; 2026Q1: 17,054 shares; 2026Q2: 16,995 shares 16,995 $2.66M 0.78% -59 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: 7,944 shares; 2024Q4: 7,887 shares; 2025Q1: 8,161 shares; 2025Q2: 8,342 shares; 2025Q3: 8,491 shares; 2025Q4: 8,274 shares; 2026Q1: 8,632 shares; 2026Q2: 8,885 shares 8,885 $2.6M 0.76% +253 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,535 shares; 2024Q4: 6,892 shares; 2025Q1: 8,159 shares; 2025Q2: 8,318 shares; 2025Q3: 10,604 shares; 2025Q4: 8,943 shares; 2026Q1: 12,486 shares; 2026Q2: 12,436 shares 12,436 $2.55M 0.75% -50 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: 22,623 shares; 2024Q4: 23,136 shares; 2025Q1: 23,969 shares; 2025Q2: 24,267 shares; 2025Q3: 24,892 shares; 2025Q4: 24,724 shares; 2026Q1: 25,126 shares; 2026Q2: 26,355 shares 26,355 $2.54M 0.74% +1,229 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,982 shares; 2024Q4: 15,280 shares; 2025Q1: 19,370 shares; 2025Q2: 19,916 shares; 2025Q3: 19,574 shares; 2025Q4: 18,491 shares; 2026Q1: 18,385 shares; 2026Q2: 18,143 shares 18,143 $2.46M 0.72% -242 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 4,910 shares; 2025Q1: 6,434 shares; 2025Q2: 6,411 shares; 2025Q3: 6,230 shares; 2025Q4: 6,518 shares; 2026Q1: 6,332 shares; 2026Q2: 6,259 shares 6,259 $2.44M 0.72% -73 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: 4,870 shares; 2024Q4: 3,730 shares; 2025Q1: 3,779 shares; 2025Q2: 3,780 shares; 2025Q3: 3,755 shares; 2025Q4: 3,725 shares; 2026Q1: 3,700 shares; 2026Q2: 3,683 shares 3,683 $2.34M 0.69% -17 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,496 shares; 2024Q4: 13,052 shares; 2025Q1: 13,721 shares; 2025Q2: 28,330 shares; 2025Q3: 28,686 shares; 2025Q4: 28,248 shares; 2026Q1: 28,302 shares; 2026Q2: 32,584 shares 32,584 $2.28M 0.67% +4,282 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,232 shares; 2026Q1: 57,054 shares; 2026Q2: 27,003 shares 27,003 $2.23M 0.65% -30,051 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: 22,641 shares; 2024Q4: 23,068 shares; 2025Q1: 23,126 shares; 2025Q2: 23,113 shares; 2025Q3: 23,455 shares; 2025Q4: 23,259 shares; 2026Q1: 23,537 shares; 2026Q2: 23,551 shares 23,551 $2.14M 0.63% +14 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,789 shares; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,765 shares 1,765 $2.12M 0.62% +15 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: 13,690 shares; 2024Q4: 14,833 shares; 2025Q1: 15,174 shares; 2025Q2: 15,387 shares; 2025Q3: 15,572 shares; 2025Q4: 15,301 shares; 2026Q1: 15,330 shares; 2026Q2: 15,223 shares 15,223 $2.08M 0.61% -107 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,580 shares; 2024Q4: 38,747 shares; 2025Q1: 39,853 shares; 2025Q2: 39,792 shares; 2025Q3: 39,074 shares; 2025Q4: 32,373 shares; 2026Q1: 42,507 shares; 2026Q2: 40,988 shares 40,988 $2.07M 0.61% -1,519 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,658 shares; 2024Q4: 66,030 shares; 2025Q1: 80,783 shares; 2025Q2: 83,649 shares; 2025Q3: 82,519 shares; 2025Q4: 72,581 shares; 2026Q1: 79,261 shares; 2026Q2: 84,017 shares 84,017 $2.02M 0.59% +4,756 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,477 shares; 2024Q4: 8,090 shares; 2025Q1: 8,564 shares; 2025Q2: 8,917 shares; 2025Q3: 9,352 shares; 2025Q4: 7,881 shares; 2026Q1: 11,372 shares; 2026Q2: 12,320 shares 12,320 $1.96M 0.57% +948 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,114 shares; 2024Q4: 10,277 shares; 2025Q1: 15,665 shares; 2025Q2: 15,299 shares; 2025Q3: 15,545 shares; 2025Q4: 15,634 shares; 2026Q1: 15,727 shares; 2026Q2: 16,168 shares 16,168 $1.86M 0.55% +441 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: 7,053 shares; 2024Q4: 7,363 shares; 2025Q1: 8,453 shares; 2025Q2: 8,848 shares; 2025Q3: 9,360 shares; 2025Q4: 9,207 shares; 2026Q1: 9,393 shares; 2026Q2: 9,349 shares 9,349 $1.73M 0.51% -44 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,060 shares; 2024Q4: 12,664 shares; 2025Q1: 12,699 shares; 2025Q2: 12,734 shares; 2025Q3: 13,229 shares; 2025Q4: 13,186 shares; 2026Q1: 13,284 shares; 2026Q2: 13,710 shares 13,710 $1.69M 0.5% +426 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: 8,140 shares; 2024Q4: 8,027 shares; 2025Q1: 8,042 shares; 2025Q2: 5,087 shares; 2025Q3: 5,430 shares; 2025Q4: 5,364 shares; 2026Q1: 5,386 shares; 2026Q2: 5,687 shares 5,687 $1.54M 0.45% +301 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,983 shares; 2025Q2: 14,844 shares; 2025Q3: 15,412 shares; 2025Q4: 11,828 shares; 2026Q1: 17,111 shares; 2026Q2: 20,750 shares 20,750 $1.49M 0.44% +3,639 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,420 shares; 2024Q4: 16,411 shares; 2025Q1: 8,059 shares; 2025Q2: 8,136 shares; 2025Q3: 8,341 shares; 2025Q4: 6,974 shares; 2026Q1: 8,372 shares; 2026Q2: 8,811 shares 8,811 $1.44M 0.42% +439 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,201 shares; 2024Q4: 26,294 shares; 2025Q1: 27,364 shares; 2025Q2: 28,013 shares; 2025Q3: 28,395 shares; 2025Q4: 28,155 shares; 2026Q1: 28,526 shares; 2026Q2: 43,462 shares 43,462 $1.37M 0.4% +14,936 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: 5,736 shares 5,736 $1.28M 0.38% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,212 shares; 2024Q4: 4,854 shares; 2025Q1: 4,820 shares; 2025Q2: 4,771 shares; 2025Q3: 2,206 shares; 2025Q4: 21,372 shares; 2026Q1: 21,948 shares; 2026Q2: 17,819 shares 17,819 $1.27M 0.37% -4,129 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: 5,736 shares 5,736 $1.27M 0.37% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,430 shares; 2025Q4: 13,100 shares; 2026Q1: 13,100 shares; 2026Q2: 13,100 shares 13,100 $1.27M 0.37% 0 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,935 shares; 2025Q2: 38,609 shares; 2025Q3: 13,748 shares; 2025Q4: 13,420 shares; 2026Q1: 12,849 shares; 2026Q2: 13,273 shares 13,273 $1.21M 0.36% +424 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,236 shares; 2024Q4: 5,479 shares; 2025Q1: 7,160 shares; 2025Q2: 7,504 shares; 2025Q3: 8,078 shares; 2025Q4: 6,878 shares; 2026Q1: 10,188 shares; 2026Q2: 8,300 shares 8,300 $1.17M 0.34% -1,888 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,066 shares; 2024Q4: 4,176 shares; 2025Q1: 4,513 shares; 2025Q2: 4,515 shares; 2025Q3: 3,317 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,163 shares 3,163 $809K 0.24% new 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: 3,519 shares; 2024Q4: 3,463 shares; 2025Q1: 3,998 shares; 2025Q2: 4,093 shares; 2025Q3: 4,119 shares; 2025Q4: 3,882 shares; 2026Q1: 4,087 shares; 2026Q2: 4,214 shares 4,214 $739K 0.22% +127 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,991 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 1,718 shares; 2026Q1: 1,718 shares; 2026Q2: 1,941 shares 1,941 $666K 0.2% +223 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: 2,852 shares; 2024Q4: 2,879 shares; 2025Q1: 2,882 shares; 2025Q2: 2,884 shares; 2025Q3: 2,846 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,625 shares 2,625 $661K 0.19% +225 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: 4,955 shares; 2024Q4: 4,955 shares; 2025Q1: 4,955 shares; 2025Q2: 3,780 shares; 2025Q3: 4,458 shares; 2025Q4: 3,808 shares; 2026Q1: 3,808 shares; 2026Q2: 4,458 shares 4,458 $654K 0.19% +650 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,982 shares; 2025Q4: 2,904 shares; 2026Q1: 2,904 shares; 2026Q2: 2,904 shares 2,904 $618K 0.18% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,620 shares; 2025Q4: 6,620 shares; 2026Q1: 6,620 shares; 2026Q2: 6,620 shares 6,620 $548K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,656 shares; 2025Q4: 3,656 shares; 2026Q1: 3,656 shares; 2026Q2: 3,656 shares 3,656 $542K 0.16% 0 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: not reported; 2024Q4: 11,877 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 13,087 shares; 2026Q1: 755 shares; 2026Q2: 724 shares 724 $542K 0.16% -31 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 reported; 2024Q4: 1,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,115 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $509K 0.15% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $407K 0.12% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,856 shares; 2024Q4: 8,728 shares; 2025Q1: 10,018 shares; 2025Q2: 11,040 shares; 2025Q3: 11,536 shares; 2025Q4: 10,570 shares; 2026Q1: 11,278 shares; 2026Q2: 7,052 shares 7,052 $398K 0.12% -4,226 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,133 shares; 2026Q2: 6,259 shares 6,259 $348K 0.1% -3,874 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,900 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,900 shares 1,900 $308K 0.09% +300 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 17,050 shares; 2026Q2: 10,054 shares 10,054 $290K 0.09% -6,996 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $236K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 954 shares 954 $217K 0.06% new Timeline