NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207,466 shares; 2024Q4: 1,174,595 shares; 2025Q1: 1,134,195 shares; 2025Q2: 1,062,780 shares; 2025Q3: 1,039,214 shares; 2025Q4: 1,010,824 shares; 2026Q1: 949,587 shares; 2026Q2: 929,747 shares 929,747 $186M 11.37% -19,840 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: 440,750 shares; 2024Q4: 434,499 shares; 2025Q1: 427,727 shares; 2025Q2: 427,325 shares; 2025Q3: 429,144 shares; 2025Q4: 418,167 shares; 2026Q1: 418,385 shares; 2026Q2: 414,220 shares 414,220 $120M 7.33% -4,165 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: 152,955 shares; 2024Q4: 151,879 shares; 2025Q1: 151,101 shares; 2025Q2: 150,553 shares; 2025Q3: 148,449 shares; 2025Q4: 147,952 shares; 2026Q1: 148,438 shares; 2026Q2: 145,761 shares 145,761 $109M 6.65% -2,677 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: 307,180 shares; 2024Q4: 308,166 shares; 2025Q1: 306,240 shares; 2025Q2: 305,140 shares; 2025Q3: 306,646 shares; 2025Q4: 296,536 shares; 2026Q1: 291,686 shares; 2026Q2: 285,926 shares 285,926 $102M 6.25% -5,760 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: 356,539 shares; 2024Q4: 356,427 shares; 2025Q1: 352,437 shares; 2025Q2: 351,583 shares; 2025Q3: 353,944 shares; 2025Q4: 348,442 shares; 2026Q1: 351,247 shares; 2026Q2: 347,652 shares 347,652 $82.9M 5.07% -3,595 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: 106,248 shares; 2024Q4: 214,732 shares; 2025Q1: 214,392 shares; 2025Q2: 213,497 shares; 2025Q3: 214,672 shares; 2025Q4: 209,620 shares; 2026Q1: 216,117 shares; 2026Q2: 213,748 shares 213,748 $72.9M 4.46% -2,369 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: 194,618 shares; 2024Q4: 194,293 shares; 2025Q1: 193,216 shares; 2025Q2: 191,968 shares; 2025Q3: 192,848 shares; 2025Q4: 188,901 shares; 2026Q1: 191,181 shares; 2026Q2: 191,810 shares 191,810 $71.5M 4.37% +629 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: 211,336 shares; 2024Q4: 211,651 shares; 2025Q1: 208,325 shares; 2025Q2: 205,880 shares; 2025Q3: 205,464 shares; 2025Q4: 198,504 shares; 2026Q1: 189,974 shares; 2026Q2: 188,440 shares 188,440 $61.7M 3.77% -1,534 Timeline XAR 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: 179,472 shares; 2024Q4: 186,333 shares; 2025Q1: 187,371 shares; 2025Q2: 188,672 shares; 2025Q3: 189,800 shares; 2025Q4: 185,020 shares; 2026Q1: 185,898 shares; 2026Q2: 184,408 shares 184,408 $52.3M 3.2% -1,490 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: 57,861 shares; 2024Q4: 57,811 shares; 2025Q1: 57,088 shares; 2025Q2: 56,321 shares; 2025Q3: 56,639 shares; 2025Q4: 55,212 shares; 2026Q1: 53,828 shares; 2026Q2: 53,104 shares 53,104 $49.7M 3.04% -724 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: 208,920 shares; 2024Q4: 204,423 shares; 2025Q1: 196,742 shares; 2025Q2: 194,892 shares; 2025Q3: 182,791 shares; 2025Q4: 181,287 shares; 2026Q1: 180,258 shares; 2026Q2: 176,535 shares 176,535 $44.5M 2.72% -3,723 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: 139,865 shares; 2024Q4: 140,193 shares; 2025Q1: 139,076 shares; 2025Q2: 137,896 shares; 2025Q3: 137,814 shares; 2025Q4: 136,062 shares; 2026Q1: 138,669 shares; 2026Q2: 138,973 shares 138,973 $41M 2.51% +304 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,027 shares; 2025Q3: 156,467 shares; 2025Q4: 161,260 shares; 2026Q1: 165,005 shares; 2026Q2: 164,880 shares 164,880 $39.9M 2.44% -125 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: 291,278 shares; 2024Q4: 295,240 shares; 2025Q1: 297,183 shares; 2025Q2: 311,309 shares; 2025Q3: 310,960 shares; 2025Q4: 303,032 shares; 2026Q1: 308,798 shares; 2026Q2: 307,822 shares 307,822 $39.6M 2.42% -976 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,775 shares; 2025Q1: 37,566 shares; 2025Q2: 37,763 shares; 2025Q3: 37,934 shares; 2025Q4: 37,717 shares; 2026Q1: 38,542 shares; 2026Q2: 38,490 shares 38,490 $37.6M 2.3% -52 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: 231,481 shares; 2024Q4: 241,832 shares; 2025Q1: 242,007 shares; 2025Q2: 247,472 shares; 2025Q3: 250,837 shares; 2025Q4: 246,201 shares; 2026Q1: 249,473 shares; 2026Q2: 247,582 shares 247,582 $37.5M 2.29% -1,891 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: 106,355 shares; 2024Q4: 106,795 shares; 2025Q1: 105,411 shares; 2025Q2: 104,741 shares; 2025Q3: 105,626 shares; 2025Q4: 103,533 shares; 2026Q1: 105,631 shares; 2026Q2: 105,137 shares 105,137 $36.1M 2.21% -494 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: 298,724 shares; 2024Q4: 295,219 shares; 2025Q1: 290,134 shares; 2025Q2: 288,589 shares; 2025Q3: 288,573 shares; 2025Q4: 280,438 shares; 2026Q1: 287,124 shares; 2026Q2: 288,147 shares 288,147 $33.9M 2.07% +1,023 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: 399,607 shares; 2024Q4: 404,565 shares; 2025Q1: 405,463 shares; 2025Q2: 407,411 shares; 2025Q3: 410,870 shares; 2025Q4: 404,313 shares; 2026Q1: 416,199 shares; 2026Q2: 414,544 shares 414,544 $33.7M 2.06% -1,655 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,640 shares; 2025Q2: 105,880 shares; 2025Q3: 107,764 shares; 2025Q4: 106,809 shares; 2026Q1: 110,269 shares; 2026Q2: 109,897 shares 109,897 $33.3M 2.04% -372 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 65,905 shares; 2026Q2: 66,705 shares 66,705 $33M 2.02% +800 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: 54,575 shares; 2024Q4: 55,232 shares; 2025Q1: 55,026 shares; 2025Q2: 57,016 shares; 2025Q3: 57,491 shares; 2025Q4: 56,575 shares; 2026Q1: 57,879 shares; 2026Q2: 58,470 shares 58,470 $29.3M 1.79% +591 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: 368,583 shares; 2024Q4: 367,138 shares; 2025Q1: 369,136 shares; 2025Q2: 366,225 shares; 2025Q3: 370,104 shares; 2025Q4: 369,869 shares; 2026Q1: 365,205 shares; 2026Q2: 356,395 shares 356,395 $28.2M 1.72% -8,810 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,034 shares; 2024Q4: 121,894 shares; 2025Q1: 122,914 shares; 2025Q2: 128,584 shares; 2025Q3: 129,644 shares; 2025Q4: 129,129 shares; 2026Q1: 134,519 shares; 2026Q2: 134,733 shares 134,733 $26M 1.59% +214 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: 210,679 shares; 2024Q4: 211,194 shares; 2025Q1: 209,684 shares; 2025Q2: 207,720 shares; 2025Q3: 207,930 shares; 2025Q4: 204,668 shares; 2026Q1: 208,970 shares; 2026Q2: 210,394 shares 210,394 $25.9M 1.58% +1,424 Timeline EQT EQT CORP More: the full row for EQT 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: 420,590 shares; 2025Q4: 414,430 shares; 2026Q1: 441,915 shares; 2026Q2: 447,356 shares 447,356 $23.8M 1.45% +5,441 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: 114,745 shares; 2024Q4: 115,060 shares; 2025Q1: 114,345 shares; 2025Q2: 114,400 shares; 2025Q3: 115,150 shares; 2025Q4: 113,880 shares; 2026Q1: 127,785 shares; 2026Q2: 128,016 shares 128,016 $20.1M 1.23% +231 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: 62,135 shares; 2024Q4: 61,035 shares; 2025Q1: 58,785 shares; 2025Q2: 58,735 shares; 2025Q3: 58,815 shares; 2025Q4: 56,648 shares; 2026Q1: 54,294 shares; 2026Q2: 54,099 shares 54,099 $19.1M 1.17% -195 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,875 shares; 2024Q4: 133,200 shares; 2025Q1: 132,526 shares; 2025Q2: 132,531 shares; 2025Q3: 133,296 shares; 2025Q4: 131,467 shares; 2026Q1: 136,927 shares; 2026Q2: 138,386 shares 138,386 $17.3M 1.06% +1,459 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,116 shares; 2024Q4: 55,337 shares; 2025Q1: 55,894 shares; 2025Q2: 55,973 shares; 2025Q3: 66,805 shares; 2025Q4: 67,511 shares; 2026Q1: 68,462 shares; 2026Q2: 68,150 shares 68,150 $10.8M 0.66% -312 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,452 shares; 2024Q4: 113,892 shares; 2025Q1: 99,147 shares; 2025Q2: 97,912 shares; 2025Q3: 96,013 shares; 2025Q4: 93,130 shares; 2026Q1: 94,103 shares; 2026Q2: 93,198 shares 93,198 $8.43M 0.52% -905 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,042 shares; 2024Q4: 74,707 shares; 2025Q1: 72,338 shares; 2025Q2: 71,707 shares; 2025Q3: 71,443 shares; 2025Q4: 71,431 shares; 2026Q1: 71,611 shares; 2026Q2: 71,035 shares 71,035 $5.9M 0.36% -576 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: 43,592 shares; 2024Q4: 43,512 shares; 2025Q1: 39,667 shares; 2025Q2: 38,827 shares; 2025Q3: 33,512 shares; 2025Q4: 32,552 shares; 2026Q1: 29,183 shares; 2026Q2: 28,887 shares 28,887 $5.49M 0.34% -296 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: 31,374 shares; 2024Q4: 31,374 shares; 2025Q1: 31,374 shares; 2025Q2: 31,374 shares; 2025Q3: 31,374 shares; 2025Q4: 29,274 shares; 2026Q1: 29,274 shares; 2026Q2: 29,274 shares 29,274 $5.3M 0.32% 0 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: 6,138 shares; 2024Q4: 6,497 shares; 2025Q1: 9,402 shares; 2025Q2: 9,282 shares; 2025Q3: 22,012 shares; 2025Q4: 21,924 shares; 2026Q1: 25,622 shares; 2026Q2: 27,239 shares 27,239 $5.05M 0.31% +1,617 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: 6,570 shares; 2024Q4: 6,395 shares; 2025Q1: 6,395 shares; 2025Q2: 6,395 shares; 2025Q3: 6,475 shares; 2025Q4: 6,315 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $4.64M 0.28% 0 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: 16,768 shares; 2024Q4: 16,767 shares; 2025Q1: 16,634 shares; 2025Q2: 16,509 shares; 2025Q3: 16,409 shares; 2025Q4: 16,550 shares; 2026Q1: 16,600 shares; 2026Q2: 16,590 shares 16,590 $4.21M 0.26% -10 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: 20,240 shares; 2024Q4: 19,596 shares; 2025Q1: 18,032 shares; 2025Q2: 17,895 shares; 2025Q3: 17,057 shares; 2025Q4: 33,604 shares; 2026Q1: 33,466 shares; 2026Q2: 33,312 shares 33,312 $3.91M 0.24% -154 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: 5,157 shares; 2024Q4: 5,924 shares; 2025Q1: 5,954 shares; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares; 2025Q4: 7,563 shares; 2026Q1: 7,858 shares; 2026Q2: 7,386 shares 7,386 $3.7M 0.23% -472 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: 8,615 shares; 2024Q4: 8,426 shares; 2025Q1: 8,426 shares; 2025Q2: 8,426 shares; 2025Q3: 8,426 shares; 2025Q4: 8,226 shares; 2026Q1: 8,126 shares; 2026Q2: 8,126 shares 8,126 $2.75M 0.17% 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: 41,184 shares; 2024Q4: 41,184 shares; 2025Q1: 40,944 shares; 2025Q2: 40,944 shares; 2025Q3: 43,628 shares; 2025Q4: 37,354 shares; 2026Q1: 37,344 shares; 2026Q2: 37,344 shares 37,344 $2.69M 0.16% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,266 shares; 2024Q4: 16,068 shares; 2025Q1: 15,302 shares; 2025Q2: 15,305 shares; 2025Q3: 16,308 shares; 2025Q4: 16,311 shares; 2026Q1: 16,313 shares; 2026Q2: 16,151 shares 16,151 $2.21M 0.14% -162 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: 5,369 shares; 2024Q4: 5,374 shares; 2025Q1: 5,334 shares; 2025Q2: 5,334 shares; 2025Q3: 5,374 shares; 2025Q4: 5,453 shares; 2026Q1: 5,374 shares; 2026Q2: 5,374 shares 5,374 $1.95M 0.12% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,850 shares; 2024Q4: 14,850 shares; 2025Q1: 14,850 shares; 2025Q2: 14,850 shares; 2025Q3: 14,850 shares; 2025Q4: 14,800 shares; 2026Q1: 13,750 shares; 2026Q2: 13,700 shares 13,700 $1.88M 0.12% -50 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: 10,425 shares; 2024Q4: 10,425 shares; 2025Q1: 10,425 shares; 2025Q2: 10,425 shares; 2025Q3: 10,429 shares; 2025Q4: 10,425 shares; 2026Q1: 9,960 shares; 2026Q2: 9,960 shares 9,960 $1.84M 0.11% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 768 shares; 2025Q4: 1,660 shares; 2026Q1: 1,380 shares; 2026Q2: 1,480 shares 1,480 $1.78M 0.11% +100 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: 6,138 shares; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 4,038 shares; 2025Q3: 4,190 shares; 2025Q4: 4,252 shares; 2026Q1: 4,183 shares; 2026Q2: 4,133 shares 4,133 $1.74M 0.11% -50 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: 37,466 shares; 2024Q4: 36,536 shares; 2025Q1: 35,322 shares; 2025Q2: 35,048 shares; 2025Q3: 33,958 shares; 2025Q4: 33,658 shares; 2026Q1: 32,254 shares; 2026Q2: 32,074 shares 32,074 $1.72M 0.11% -180 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: 12,081 shares; 2024Q4: 12,081 shares; 2025Q1: 11,906 shares; 2025Q2: 11,906 shares; 2025Q3: 12,188 shares; 2025Q4: 13,455 shares; 2026Q1: 13,539 shares; 2026Q2: 13,739 shares 13,739 $1.56M 0.1% +200 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: 3,039 shares; 2024Q4: 3,039 shares; 2025Q1: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,226 shares; 2025Q4: 3,446 shares; 2026Q1: 3,596 shares; 2026Q2: 3,546 shares 3,546 $1.34M 0.08% -50 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,176 shares; 2024Q4: 33,176 shares; 2025Q1: 40,185 shares; 2025Q2: 46,497 shares; 2025Q3: 46,497 shares; 2025Q4: 46,635 shares; 2026Q1: 46,635 shares; 2026Q2: 46,635 shares 46,635 $1.32M 0.08% 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: 3,273 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 3,273 shares; 2025Q3: 3,284 shares; 2025Q4: 3,382 shares; 2026Q1: 3,273 shares; 2026Q2: 3,273 shares 3,273 $1.22M 0.07% 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 983 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $1.21M 0.07% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 957 shares; 2025Q4: 955 shares; 2026Q1: 1,455 shares; 2026Q2: 2,455 shares 2,455 $1.17M 0.07% +1,000 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: 8,019 shares; 2024Q4: 8,019 shares; 2025Q1: 7,663 shares; 2025Q2: 7,663 shares; 2025Q3: 7,813 shares; 2025Q4: 7,763 shares; 2026Q1: 7,763 shares; 2026Q2: 7,763 shares 7,763 $1.14M 0.07% 0 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: 8,327 shares; 2024Q4: 8,427 shares; 2025Q1: 8,427 shares; 2025Q2: 8,427 shares; 2025Q3: 8,240 shares; 2025Q4: 8,357 shares; 2026Q1: 7,537 shares; 2026Q2: 7,537 shares 7,537 $1.11M 0.07% 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: 19,872 shares; 2024Q4: 19,872 shares; 2025Q1: 19,872 shares; 2025Q2: 19,372 shares; 2025Q3: 19,372 shares; 2025Q4: 18,406 shares; 2026Q1: 18,406 shares; 2026Q2: 18,406 shares 18,406 $1.06M 0.07% 0 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: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,916 shares; 2025Q2: 2,916 shares; 2025Q3: 3,566 shares; 2025Q4: 3,566 shares; 2026Q1: 3,766 shares; 2026Q2: 3,716 shares 3,716 $1.04M 0.06% -50 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: 6,949 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,949 shares; 2025Q4: 6,949 shares; 2026Q1: 6,949 shares; 2026Q2: 7,393 shares 7,393 $1.03M 0.06% +444 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,315 shares; 2026Q1: 1,210 shares; 2026Q2: 1,710 shares 1,710 $993K 0.06% +500 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: 5,767 shares; 2024Q4: 5,767 shares; 2025Q1: 5,767 shares; 2025Q2: 5,767 shares; 2025Q3: 5,767 shares; 2025Q4: 5,767 shares; 2026Q1: 5,767 shares; 2026Q2: 4,575 shares 4,575 $973K 0.06% -1,192 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: 8,698 shares; 2024Q4: 8,698 shares; 2025Q1: 8,698 shares; 2025Q2: 8,698 shares; 2025Q3: 9,698 shares; 2025Q4: 9,698 shares; 2026Q1: 9,698 shares; 2026Q2: 9,518 shares 9,518 $911K 0.06% -180 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: 4,494 shares; 2024Q4: 4,418 shares; 2025Q1: 4,418 shares; 2025Q2: 4,314 shares; 2025Q3: 5,593 shares; 2025Q4: 5,490 shares; 2026Q1: 5,465 shares; 2026Q2: 5,455 shares 5,455 $904K 0.06% -10 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: 1,652 shares; 2024Q4: 1,716 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,720 shares; 2025Q4: 1,671 shares; 2026Q1: 1,616 shares; 2026Q2: 1,599 shares 1,599 $901K 0.06% -17 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: 19,636 shares; 2024Q4: 15,746 shares; 2025Q1: 15,946 shares; 2025Q2: 15,746 shares; 2025Q3: 15,746 shares; 2025Q4: 15,746 shares; 2026Q1: 15,746 shares; 2026Q2: 15,746 shares 15,746 $897K 0.05% 0 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: 1,341 shares; 2024Q4: 1,296 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,299 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $893K 0.05% 0 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: 11,653 shares; 2024Q4: 11,653 shares; 2025Q1: 11,053 shares; 2025Q2: 11,053 shares; 2025Q3: 11,153 shares; 2025Q4: 11,467 shares; 2026Q1: 8,574 shares; 2026Q2: 7,574 shares 7,574 $890K 0.05% -1,000 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: 2,345 shares; 2024Q4: 2,345 shares; 2025Q1: 2,345 shares; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares; 2026Q2: 2,370 shares 2,370 $867K 0.05% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,800 shares; 2025Q1: 25,525 shares; 2025Q2: 25,525 shares; 2025Q3: 25,690 shares; 2025Q4: 25,790 shares; 2026Q1: 25,790 shares; 2026Q2: 25,515 shares 25,515 $849K 0.05% -275 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: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 1,967 shares; 2025Q3: 1,892 shares; 2025Q4: 2,764 shares; 2026Q1: 2,666 shares; 2026Q2: 2,343 shares 2,343 $826K 0.05% -323 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,787 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares; 2026Q2: 1,787 shares 1,787 $820K 0.05% 0 Timeline HPP HUDSON PACIFIC PROPERTIES IN More: the full row for HUDSON PACIFIC PROPERTIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,593 shares; 2026Q1: 52,593 shares; 2026Q2: 52,593 shares 52,593 $799K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,453 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares; 2025Q2: 2,540 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares; 2026Q2: 9,812 shares 9,812 $791K 0.05% +7,359 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,566 shares; 2024Q4: 18,566 shares; 2025Q1: 18,566 shares; 2025Q2: 18,566 shares; 2025Q3: 18,566 shares; 2025Q4: 18,566 shares; 2026Q1: 18,566 shares; 2026Q2: 18,566 shares 18,566 $786K 0.05% 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: 7,804 shares; 2024Q4: 7,504 shares; 2025Q1: 7,333 shares; 2025Q2: 7,333 shares; 2025Q3: 10,306 shares; 2025Q4: 9,302 shares; 2026Q1: 8,614 shares; 2026Q2: 8,117 shares 8,117 $781K 0.05% -497 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: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 1,900 shares; 2026Q2: 1,850 shares 1,850 $736K 0.04% -50 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: 2,925 shares; 2024Q4: 2,725 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $730K 0.04% 0 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: 11,035 shares; 2024Q4: 8,025 shares; 2025Q1: 8,070 shares; 2025Q2: 7,865 shares; 2025Q3: 6,685 shares; 2025Q4: 6,721 shares; 2026Q1: 6,660 shares; 2026Q2: 6,767 shares 6,767 $725K 0.04% +107 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: 600 shares 600 $693K 0.04% new 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: 4,673 shares; 2024Q4: 4,449 shares; 2025Q1: 4,449 shares; 2025Q2: 4,449 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares; 2026Q1: 4,449 shares; 2026Q2: 4,449 shares 4,449 $660K 0.04% 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: 833 shares; 2024Q4: 833 shares; 2025Q1: 849 shares; 2025Q2: 915 shares; 2025Q3: 830 shares; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 856 shares 856 $641K 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,810 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 2,252 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares; 2026Q2: 2,207 shares 2,207 $600K 0.04% 0 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: 4,568 shares; 2024Q4: 4,568 shares; 2025Q1: 4,568 shares; 2025Q2: 4,568 shares; 2025Q3: 4,481 shares; 2025Q4: 4,481 shares; 2026Q1: 4,391 shares; 2026Q2: 4,391 shares 4,391 $595K 0.04% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,938 shares; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 11,209 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares; 2026Q2: 11,200 shares 11,200 $564K 0.03% 0 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: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $549K 0.03% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,376 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares; 2026Q2: 3,375 shares 3,375 $520K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $518K 0.03% new Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 1,800 shares 1,800 $515K 0.03% new 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: 2,012 shares; 2024Q4: 2,012 shares; 2025Q1: 2,012 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares; 2026Q1: 2,012 shares; 2026Q2: 2,012 shares 2,012 $506K 0.03% 0 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: 2,636 shares; 2024Q4: 2,636 shares; 2025Q1: 2,403 shares; 2025Q2: 2,403 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares; 2026Q1: 2,403 shares; 2026Q2: 2,603 shares 2,603 $494K 0.03% +200 Timeline PHO 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: 10,129 shares; 2024Q4: 8,814 shares; 2025Q1: 8,924 shares; 2025Q2: 8,574 shares; 2025Q3: 7,810 shares; 2025Q4: 7,785 shares; 2026Q1: 7,200 shares; 2026Q2: 7,122 shares 7,122 $492K 0.03% -78 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,387 shares; 2024Q4: 3,387 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares 3,387 $490K 0.03% 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: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,536 shares; 2026Q2: 1,536 shares 1,536 $483K 0.03% 0 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 4,212 shares; 2026Q1: 3,910 shares; 2026Q2: 4,000 shares 4,000 $467K 0.03% +90 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: 1,495 shares; 2024Q4: 1,926 shares; 2025Q1: 1,926 shares; 2025Q2: 1,926 shares; 2025Q3: 1,926 shares; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares; 2026Q2: 1,926 shares 1,926 $456K 0.03% 0 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: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 5,450 shares; 2026Q2: 5,450 shares 5,450 $450K 0.03% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,704 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares; 2026Q2: 2,695 shares 2,695 $439K 0.03% 0 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: 745 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 715 shares; 2025Q3: 655 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $433K 0.03% 0 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: 19,832 shares; 2024Q4: 19,832 shares; 2025Q1: 19,610 shares; 2025Q2: 19,610 shares; 2025Q3: 19,668 shares; 2025Q4: 19,635 shares; 2026Q1: 19,610 shares; 2026Q2: 19,610 shares 19,610 $406K 0.02% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 3,630 shares; 2025Q1: 3,630 shares; 2025Q2: 3,630 shares; 2025Q3: 3,630 shares; 2025Q4: 3,630 shares; 2026Q1: 3,630 shares; 2026Q2: 3,630 shares 3,630 $406K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,357 shares; 2025Q3: 4,396 shares; 2025Q4: 4,396 shares; 2026Q1: 4,396 shares; 2026Q2: 4,396 shares 4,396 $386K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,738 shares; 2024Q4: 3,739 shares; 2025Q1: 3,491 shares; 2025Q2: 3,492 shares; 2025Q3: 3,493 shares; 2025Q4: 3,495 shares; 2026Q1: 3,496 shares; 2026Q2: 3,248 shares 3,248 $384K 0.02% -248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $372K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $357K 0.02% 0 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: 299,215 shares; 2024Q4: 3,952 shares; 2025Q1: 3,952 shares; 2025Q2: 3,827 shares; 2025Q3: 4,019 shares; 2025Q4: 4,092 shares; 2026Q1: 3,827 shares; 2026Q2: 3,827 shares 3,827 $336K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 4,439 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares; 2026Q2: 1,490 shares 1,490 $333K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 918 shares 918 $325K 0.02% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $300K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $298K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979 shares; 2024Q4: not reported; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 979 shares 979 $292K 0.02% new 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: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares; 2026Q2: 2,030 shares 2,030 $291K 0.02% 0 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: 3,671 shares; 2024Q4: 3,671 shares; 2025Q1: 3,671 shares; 2025Q2: 3,651 shares; 2025Q3: 3,651 shares; 2025Q4: 3,651 shares; 2026Q1: 3,641 shares; 2026Q2: 3,641 shares 3,641 $284K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 732 shares; 2025Q4: 1,464 shares; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $279K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares; 2026Q2: 1,316 shares 1,316 $275K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 570 shares; 2026Q1: 528 shares; 2026Q2: 528 shares 528 $274K 0.02% 0 Timeline SCHX 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: 3,078 shares; 2024Q4: 9,234 shares; 2025Q1: 9,234 shares; 2025Q2: 9,234 shares; 2025Q3: 9,234 shares; 2025Q4: 9,234 shares; 2026Q1: 9,234 shares; 2026Q2: 9,234 shares 9,234 $272K 0.02% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $270K 0.02% 0 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: 1,192 shares 1,192 $267K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $266K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,496 shares; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496 $264K 0.02% 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: 1,192 shares 1,192 $264K 0.02% new Timeline SPYV 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: 4,273 shares; 2024Q4: 4,273 shares; 2025Q1: 4,273 shares; 2025Q2: 4,273 shares; 2025Q3: 4,273 shares; 2025Q4: 4,273 shares; 2026Q1: 4,273 shares; 2026Q2: 4,273 shares 4,273 $260K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,331 shares; 2024Q4: 2,334 shares; 2025Q1: 2,338 shares; 2025Q2: 2,341 shares; 2025Q3: 2,356 shares; 2025Q4: 2,353 shares; 2026Q1: 2,351 shares; 2026Q2: 1,943 shares 1,943 $257K 0.02% -408 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: 13,881 shares; 2024Q4: 13,881 shares; 2025Q1: 13,881 shares; 2025Q2: 13,881 shares; 2025Q3: 13,881 shares; 2025Q4: 13,881 shares; 2026Q1: 12,681 shares; 2026Q2: 10,681 shares 10,681 $257K 0.02% -2,000 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,527 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares; 2026Q2: 1,527 shares 1,527 $255K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 850 shares 850 $253K 0.02% new 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: 3,635 shares; 2024Q4: not reported; 2025Q1: 3,635 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares; 2025Q4: 3,635 shares; 2026Q1: 3,635 shares; 2026Q2: 3,635 shares 3,635 $248K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $236K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911 shares; 2024Q4: 911 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 569 shares 569 $232K 0.01% -314 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $228K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: not reported; 2026Q2: 420 shares 420 $219K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 364 shares; 2026Q2: 214 shares 214 $216K 0.01% -150 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 2,646 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,396 shares; 2025Q4: 2,396 shares; 2026Q1: not reported; 2026Q2: 1,753 shares 1,753 $210K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 917 shares 917 $208K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,850 shares; 2025Q1: 17,350 shares; 2025Q2: 17,350 shares; 2025Q3: 17,350 shares; 2025Q4: 17,350 shares; 2026Q1: 17,350 shares; 2026Q2: 17,350 shares 17,350 $206K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $205K 0.01% 0 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 reported; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 3,455 shares; 2026Q1: 3,455 shares; 2026Q2: 3,455 shares 3,455 $199K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $179K 0.01% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 457 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $155K 0.01% 0 Timeline WMMVF WALMART DE MEXICO SAB DE CV More: the full row for WALMART DE MEXICO SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,232 shares; 2024Q4: 51,232 shares; 2025Q1: 51,232 shares; 2025Q2: 51,232 shares; 2025Q3: 51,232 shares; 2025Q4: 51,232 shares; 2026Q1: 51,232 shares; 2026Q2: 51,232 shares 51,232 $151K 0.01% 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 reported; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 240 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,013 shares 2,013 $144K 0.01% -387 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $141K 0.01% new 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: 1,329 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,013 shares; 2026Q2: 1,003 shares 1,003 $127K 0.01% -10 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,913 shares; 2024Q4: 10,913 shares; 2025Q1: 10,913 shares; 2025Q2: 10,913 shares; 2025Q3: 10,913 shares; 2025Q4: 10,913 shares; 2026Q1: 10,913 shares; 2026Q2: 10,913 shares 10,913 $112K 0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 18,000 shares 18,000 $106K 0.01% new Timeline Altair Global Credit Altair Global Credit More: the full row for Altair Global Credit Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,327 shares; 2024Q4: 104,208 shares; 2025Q1: 90,332 shares; 2025Q2: 90,669 shares; 2025Q3: 81,106 shares; 2025Q4: 80,630 shares; 2026Q1: 69,033 shares; 2026Q2: 56,966 shares 56,966 $57K <0.01% -12,067 DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,100 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $24.2K <0.01% 0 Timeline BNET BION ENVIRONMENTAL TECHNOLOGIE More: the full row for BION ENVIRONMENTAL TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,157 shares; 2024Q4: 55,157 shares; 2025Q1: 55,157 shares; 2025Q2: 55,157 shares; 2025Q3: 55,157 shares; 2025Q4: 55,157 shares; 2026Q1: 55,157 shares; 2026Q2: 55,157 shares 55,157 $8.96K <0.01% 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $1.94K <0.01% 0 Timeline SIGY SIGYN THERAPEUTICS INC COM SHS More: the full row for SIGYN THERAPEUTICS INC COM SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,000 shares 53,000 $1.35K <0.01% new Timeline