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: 274,436 shares; 2024Q4: 301,809 shares; 2025Q1: 311,793 shares; 2025Q2: 340,182 shares; 2025Q3: 338,108 shares; 2025Q4: 356,362 shares; 2026Q1: 360,535 shares; 2026Q2: 362,397 shares 362,397 $51.4M 5.92% +1,862 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: 164,235 shares; 2024Q4: 163,068 shares; 2025Q1: 162,128 shares; 2025Q2: 145,499 shares; 2025Q3: 145,821 shares; 2025Q4: 145,249 shares; 2026Q1: 143,501 shares; 2026Q2: 144,253 shares 144,253 $41.7M 4.81% +752 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: 89,937 shares; 2024Q4: 89,430 shares; 2025Q1: 88,280 shares; 2025Q2: 82,899 shares; 2025Q3: 83,957 shares; 2025Q4: 83,477 shares; 2026Q1: 83,346 shares; 2026Q2: 84,899 shares 84,899 $31.7M 3.65% +1,553 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,558 shares; 2024Q4: 362,890 shares; 2025Q1: 404,915 shares; 2025Q2: 419,913 shares; 2025Q3: 463,252 shares; 2025Q4: 565,279 shares; 2026Q1: 620,232 shares; 2026Q2: 663,881 shares 663,881 $30.2M 3.48% +43,649 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,571 shares; 2024Q4: 61,593 shares; 2025Q1: 68,644 shares; 2025Q2: 81,326 shares; 2025Q3: 82,821 shares; 2025Q4: 88,984 shares; 2026Q1: 91,849 shares; 2026Q2: 91,944 shares 91,944 $27.9M 3.21% +95 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,082 shares; 2024Q4: 340,370 shares; 2025Q1: 364,796 shares; 2025Q2: 362,911 shares; 2025Q3: 386,857 shares; 2025Q4: 446,603 shares; 2026Q1: 478,052 shares; 2026Q2: 499,846 shares 499,846 $24.1M 2.77% +21,794 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,752 shares; 2024Q4: 550,288 shares; 2025Q1: 503,902 shares; 2025Q2: 494,862 shares; 2025Q3: 491,887 shares; 2025Q4: 488,774 shares; 2026Q1: 423,435 shares; 2026Q2: 414,813 shares 414,813 $21.7M 2.5% -8,622 Timeline XMHQ 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: 79,306 shares; 2024Q4: 95,293 shares; 2025Q1: 118,023 shares; 2025Q2: 139,184 shares; 2025Q3: 150,158 shares; 2025Q4: 160,795 shares; 2026Q1: 169,978 shares; 2026Q2: 176,086 shares 176,086 $19.9M 2.29% +6,108 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: 53,998 shares; 2024Q4: 53,748 shares; 2025Q1: 53,443 shares; 2025Q2: 51,253 shares; 2025Q3: 51,010 shares; 2025Q4: 51,013 shares; 2026Q1: 50,708 shares; 2026Q2: 50,313 shares 50,313 $18.2M 2.1% -395 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: 57,857 shares; 2024Q4: 56,388 shares; 2025Q1: 55,803 shares; 2025Q2: 55,312 shares; 2025Q3: 49,509 shares; 2025Q4: 48,441 shares; 2026Q1: 48,072 shares; 2026Q2: 48,193 shares 48,193 $18.2M 2.1% +121 Timeline SCHD 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: 207,163 shares; 2024Q4: 700,714 shares; 2025Q1: 689,244 shares; 2025Q2: 663,942 shares; 2025Q3: 586,593 shares; 2025Q4: 577,340 shares; 2026Q1: 571,216 shares; 2026Q2: 560,479 shares 560,479 $17.8M 2.05% -10,737 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,143 shares; 2024Q4: 462,203 shares; 2025Q1: 535,921 shares; 2025Q2: 589,093 shares; 2025Q3: 502,820 shares; 2025Q4: 495,038 shares; 2026Q1: 502,685 shares; 2026Q2: 457,830 shares 457,830 $17.1M 1.97% -44,855 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: 66,985 shares; 2024Q4: 74,845 shares; 2025Q1: 78,824 shares; 2025Q2: 79,693 shares; 2025Q3: 75,955 shares; 2025Q4: 75,595 shares; 2026Q1: 66,879 shares; 2026Q2: 65,524 shares 65,524 $16.7M 1.93% -1,355 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316,966 shares; 2025Q3: 352,962 shares; 2025Q4: 499,912 shares; 2026Q1: 559,824 shares; 2026Q2: 582,270 shares 582,270 $16M 1.84% +22,446 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,100 shares; 2024Q4: 19,057 shares; 2025Q1: 91,598 shares; 2025Q2: 119,322 shares; 2025Q3: 197,725 shares; 2025Q4: 230,696 shares; 2026Q1: 264,079 shares; 2026Q2: 296,436 shares 296,436 $14.6M 1.68% +32,357 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: 124,583 shares; 2024Q4: 123,882 shares; 2025Q1: 123,389 shares; 2025Q2: 117,307 shares; 2025Q3: 118,012 shares; 2025Q4: 116,447 shares; 2026Q1: 116,305 shares; 2026Q2: 116,413 shares 116,413 $13.7M 1.58% +108 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: 51,408 shares; 2024Q4: 49,727 shares; 2025Q1: 49,161 shares; 2025Q2: 46,192 shares; 2025Q3: 45,526 shares; 2025Q4: 44,954 shares; 2026Q1: 44,632 shares; 2026Q2: 46,617 shares 46,617 $11.8M 1.36% +1,985 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: 109,504 shares; 2024Q4: 119,942 shares; 2025Q1: 120,876 shares; 2025Q2: 128,655 shares; 2025Q3: 124,630 shares; 2025Q4: 126,449 shares; 2026Q1: 157,419 shares; 2026Q2: 166,377 shares 166,377 $9.39M 1.08% +8,958 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,471 shares; 2024Q4: 109,498 shares; 2025Q1: 111,019 shares; 2025Q2: 105,248 shares; 2025Q3: 106,490 shares; 2025Q4: 104,891 shares; 2026Q1: 81,980 shares; 2026Q2: 82,028 shares 82,028 $9.33M 1.07% +48 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,551 shares; 2024Q4: 7,090 shares; 2025Q1: 11,030 shares; 2025Q2: 18,879 shares; 2025Q3: 21,352 shares; 2025Q4: 21,858 shares; 2026Q1: 22,403 shares; 2026Q2: 22,000 shares 22,000 $9.26M 1.07% -403 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,365 shares; 2024Q4: 49,835 shares; 2025Q1: 50,235 shares; 2025Q2: 43,617 shares; 2025Q3: 42,132 shares; 2025Q4: 41,761 shares; 2026Q1: 41,519 shares; 2026Q2: 40,887 shares 40,887 $7.96M 0.92% -632 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: 54,234 shares; 2024Q4: 53,618 shares; 2025Q1: 53,386 shares; 2025Q2: 50,643 shares; 2025Q3: 50,613 shares; 2025Q4: 50,831 shares; 2026Q1: 51,665 shares; 2026Q2: 53,269 shares 53,269 $7.81M 0.9% +1,604 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,077 shares; 2024Q4: 17,795 shares; 2025Q1: 17,027 shares; 2025Q2: 29,859 shares; 2025Q3: 35,808 shares; 2025Q4: 36,679 shares; 2026Q1: 38,442 shares; 2026Q2: 38,344 shares 38,344 $7.44M 0.86% -98 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: 64,233 shares; 2024Q4: 60,433 shares; 2025Q1: 58,586 shares; 2025Q2: 50,007 shares; 2025Q3: 48,924 shares; 2025Q4: 49,724 shares; 2026Q1: 49,709 shares; 2026Q2: 52,115 shares 52,115 $7.28M 0.84% +2,406 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: 8,821 shares; 2024Q4: 8,816 shares; 2025Q1: 8,014 shares; 2025Q2: 7,563 shares; 2025Q3: 7,822 shares; 2025Q4: 7,351 shares; 2026Q1: 6,584 shares; 2026Q2: 6,021 shares 6,021 $7.22M 0.83% -563 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,588 shares; 2026Q1: 69,763 shares; 2026Q2: 46,035 shares 46,035 $6.87M 0.79% -23,728 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: 17,294 shares; 2024Q4: 17,569 shares; 2025Q1: 17,139 shares; 2025Q2: 18,114 shares; 2025Q3: 18,709 shares; 2025Q4: 18,791 shares; 2026Q1: 19,007 shares; 2026Q2: 19,123 shares 19,123 $6.75M 0.78% +116 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,450 shares; 2024Q4: 102,450 shares; 2025Q1: 102,450 shares; 2025Q2: 106,950 shares; 2025Q3: 117,750 shares; 2025Q4: 120,550 shares; 2026Q1: 150,800 shares; 2026Q2: 155,878 shares 155,878 $6.59M 0.76% +5,078 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: 19,384 shares; 2024Q4: 19,305 shares; 2025Q1: 19,125 shares; 2025Q2: 18,554 shares; 2025Q3: 18,734 shares; 2025Q4: 18,995 shares; 2026Q1: 18,844 shares; 2026Q2: 18,857 shares 18,857 $6.48M 0.75% +13 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,034 shares; 2024Q4: 77,438 shares; 2025Q1: 82,992 shares; 2025Q2: 89,097 shares; 2025Q3: 98,037 shares; 2025Q4: 113,644 shares; 2026Q1: 130,889 shares; 2026Q2: 131,472 shares 131,472 $6.4M 0.74% +583 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,947 shares; 2026Q2: 68,957 shares 68,957 $6.34M 0.73% +8,010 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,490 shares; 2024Q4: 230,090 shares; 2025Q1: 221,890 shares; 2025Q2: 223,490 shares; 2025Q3: 228,490 shares; 2025Q4: 228,490 shares; 2026Q1: 223,015 shares; 2026Q2: 222,040 shares 222,040 $6.27M 0.72% -975 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: 50,517 shares; 2024Q4: 49,098 shares; 2025Q1: 48,491 shares; 2025Q2: 44,691 shares; 2025Q3: 44,691 shares; 2025Q4: 44,729 shares; 2026Q1: 43,721 shares; 2026Q2: 44,991 shares 44,991 $6.16M 0.71% +1,270 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: 23,855 shares; 2024Q4: 23,661 shares; 2025Q1: 23,570 shares; 2025Q2: 23,221 shares; 2025Q3: 23,488 shares; 2025Q4: 23,096 shares; 2026Q1: 23,085 shares; 2026Q2: 23,181 shares 23,181 $5.83M 0.67% +96 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,490 shares; 2024Q4: 85,942 shares; 2025Q1: 92,880 shares; 2025Q2: 104,318 shares; 2025Q3: 117,735 shares; 2025Q4: 197,186 shares; 2026Q1: 242,720 shares; 2026Q2: 257,955 shares 257,955 $5.75M 0.66% +15,235 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: 48,452 shares; 2024Q4: 48,307 shares; 2025Q1: 46,114 shares; 2025Q2: 42,783 shares; 2025Q3: 41,384 shares; 2025Q4: 40,611 shares; 2026Q1: 40,537 shares; 2026Q2: 41,939 shares 41,939 $5.68M 0.65% +1,402 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,581 shares; 2024Q4: 16,745 shares; 2025Q1: 17,549 shares; 2025Q2: 18,386 shares; 2025Q3: 16,281 shares; 2025Q4: 16,866 shares; 2026Q1: 17,068 shares; 2026Q2: 14,529 shares 14,529 $5.6M 0.64% -2,539 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,821 shares; 2024Q4: 27,174 shares; 2025Q1: 29,950 shares; 2025Q2: 31,066 shares; 2025Q3: 25,867 shares; 2025Q4: 25,985 shares; 2026Q1: 20,707 shares; 2026Q2: 21,545 shares 21,545 $5.53M 0.64% +838 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: 14,054 shares; 2024Q4: 13,848 shares; 2025Q1: 13,404 shares; 2025Q2: 11,200 shares; 2025Q3: 11,284 shares; 2025Q4: 10,934 shares; 2026Q1: 10,748 shares; 2026Q2: 10,919 shares 10,919 $5.48M 0.63% +171 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,765 shares; 2024Q4: 6,541 shares; 2025Q1: 7,056 shares; 2025Q2: 4,007 shares; 2025Q3: 3,654 shares; 2025Q4: 3,464 shares; 2026Q1: 2,988 shares; 2026Q2: 2,761 shares 2,761 $5.47M 0.63% -227 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO 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: 173,630 shares; 2025Q3: 189,234 shares; 2025Q4: 198,803 shares; 2026Q1: 217,965 shares; 2026Q2: 398,530 shares 398,530 $5.38M 0.62% +180,565 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: 33,656 shares; 2024Q4: 33,798 shares; 2025Q1: 31,865 shares; 2025Q2: 30,007 shares; 2025Q3: 29,217 shares; 2025Q4: 28,977 shares; 2026Q1: 29,394 shares; 2026Q2: 29,476 shares 29,476 $5.33M 0.61% +82 Timeline SPIT RBB FD INC More: the full row for RBB FD 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: 152,245 shares; 2026Q1: 153,231 shares; 2026Q2: 152,389 shares 152,389 $5.32M 0.61% -842 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: 13,125 shares; 2024Q4: 13,210 shares; 2025Q1: 13,195 shares; 2025Q2: 13,015 shares; 2025Q3: 16,465 shares; 2025Q4: 17,126 shares; 2026Q1: 17,798 shares; 2026Q2: 18,007 shares 18,007 $5.05M 0.58% +209 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,999 shares; 2024Q4: 20,060 shares; 2025Q1: 19,810 shares; 2025Q2: 18,010 shares; 2025Q3: 18,010 shares; 2025Q4: 17,811 shares; 2026Q1: 17,811 shares; 2026Q2: 17,583 shares 17,583 $4.93M 0.57% -228 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES 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: 203,276 shares; 2026Q2: 349,323 shares 349,323 $4.92M 0.57% +146,047 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,047 shares; 2024Q4: 13,934 shares; 2025Q1: 14,954 shares; 2025Q2: 15,949 shares; 2025Q3: 16,105 shares; 2025Q4: 15,862 shares; 2026Q1: 15,794 shares; 2026Q2: 15,622 shares 15,622 $4.89M 0.56% -172 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,964 shares; 2024Q4: 5,691 shares; 2025Q1: 5,277 shares; 2025Q2: 4,171 shares; 2025Q3: 4,071 shares; 2025Q4: 12,198 shares; 2026Q1: 11,094 shares; 2026Q2: 11,020 shares 11,020 $4.82M 0.56% -74 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,873 shares; 2024Q4: 12,859 shares; 2025Q1: 14,057 shares; 2025Q2: 14,652 shares; 2025Q3: 15,190 shares; 2025Q4: 15,272 shares; 2026Q1: 14,617 shares; 2026Q2: 15,206 shares 15,206 $4.71M 0.54% +589 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON 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: 46,804 shares 46,804 $4.63M 0.53% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,060 shares; 2024Q4: 20,093 shares; 2025Q1: 18,998 shares; 2025Q2: 16,838 shares; 2025Q3: 16,840 shares; 2025Q4: 16,705 shares; 2026Q1: 16,323 shares; 2026Q2: 16,416 shares 16,416 $4.6M 0.53% +93 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,528 shares 107,528 $4.03M 0.46% 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: 25,122 shares; 2024Q4: 24,944 shares; 2025Q1: 25,475 shares; 2025Q2: 18,971 shares; 2025Q3: 19,628 shares; 2025Q4: 19,446 shares; 2026Q1: 19,581 shares; 2026Q2: 18,530 shares 18,530 $3.88M 0.45% -1,051 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: 20,705 shares; 2024Q4: 21,652 shares; 2025Q1: 21,537 shares; 2025Q2: 21,912 shares; 2025Q3: 22,064 shares; 2025Q4: 22,944 shares; 2026Q1: 23,002 shares; 2026Q2: 23,182 shares 23,182 $3.85M 0.44% +180 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,977 shares; 2025Q3: 12,895 shares; 2025Q4: 36,659 shares; 2026Q1: 38,437 shares; 2026Q2: 40,344 shares 40,344 $3.38M 0.39% +1,907 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: 10,603 shares; 2024Q4: 10,842 shares; 2025Q1: 10,474 shares; 2025Q2: 9,804 shares; 2025Q3: 10,123 shares; 2025Q4: 9,804 shares; 2026Q1: 10,168 shares; 2026Q2: 10,205 shares 10,205 $3.34M 0.38% +37 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: 46,704 shares; 2024Q4: 46,758 shares; 2025Q1: 46,126 shares; 2025Q2: 45,267 shares; 2025Q3: 45,036 shares; 2025Q4: 44,099 shares; 2026Q1: 45,732 shares; 2026Q2: 46,315 shares 46,315 $3.33M 0.38% +583 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: 7,841 shares; 2024Q4: 7,576 shares; 2025Q1: 7,704 shares; 2025Q2: 8,242 shares; 2025Q3: 8,167 shares; 2025Q4: 8,147 shares; 2026Q1: 8,224 shares; 2026Q2: 8,810 shares 8,810 $3.29M 0.38% +586 Timeline GBIL 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: 3,263 shares; 2025Q2: 7,673 shares; 2025Q3: 11,378 shares; 2025Q4: 28,753 shares; 2026Q1: 30,288 shares; 2026Q2: 31,628 shares 31,628 $3.17M 0.36% +1,340 Timeline VGIT 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: 15,658 shares; 2024Q4: 16,751 shares; 2025Q1: 18,628 shares; 2025Q2: 21,449 shares; 2025Q3: 25,187 shares; 2025Q4: 39,940 shares; 2026Q1: 49,831 shares; 2026Q2: 52,802 shares 52,802 $3.12M 0.36% +2,971 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,472 shares; 2024Q4: 19,039 shares; 2025Q1: 21,259 shares; 2025Q2: 24,610 shares; 2025Q3: 28,861 shares; 2025Q4: 42,546 shares; 2026Q1: 56,071 shares; 2026Q2: 61,082 shares 61,082 $3.1M 0.36% +5,011 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,864 shares; 2024Q4: 89,583 shares; 2025Q1: 91,961 shares; 2025Q2: 84,428 shares; 2025Q3: 82,642 shares; 2025Q4: 82,153 shares; 2026Q1: 81,662 shares; 2026Q2: 64,300 shares 64,300 $3.04M 0.35% -17,362 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,569 shares; 2024Q4: 17,689 shares; 2025Q1: 15,457 shares; 2025Q2: 14,044 shares; 2025Q3: 19,785 shares; 2025Q4: 20,267 shares; 2026Q1: 21,567 shares; 2026Q2: 23,803 shares 23,803 $3.03M 0.35% +2,236 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: 5,090 shares; 2024Q4: 5,333 shares; 2025Q1: 5,932 shares; 2025Q2: 6,318 shares; 2025Q3: 6,481 shares; 2025Q4: 6,988 shares; 2026Q1: 8,063 shares; 2026Q2: 8,311 shares 8,311 $2.97M 0.34% +248 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,008 shares; 2024Q4: 15,633 shares; 2025Q1: 19,150 shares; 2025Q2: 19,336 shares; 2025Q3: 19,758 shares; 2025Q4: 20,281 shares; 2026Q1: 25,717 shares; 2026Q2: 25,014 shares 25,014 $2.95M 0.34% -703 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: 10,320 shares; 2024Q4: 11,157 shares; 2025Q1: 12,287 shares; 2025Q2: 12,782 shares; 2025Q3: 12,108 shares; 2025Q4: 12,837 shares; 2026Q1: 13,862 shares; 2026Q2: 14,651 shares 14,651 $2.93M 0.34% +789 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,902 shares; 2024Q4: 11,927 shares; 2025Q1: 11,836 shares; 2025Q2: 11,836 shares; 2025Q3: 12,011 shares; 2025Q4: 12,036 shares; 2026Q1: 11,992 shares; 2026Q2: 11,779 shares 11,779 $2.9M 0.33% -213 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: 10,251 shares; 2024Q4: 10,996 shares; 2025Q1: 11,294 shares; 2025Q2: 10,856 shares; 2025Q3: 11,188 shares; 2025Q4: 11,417 shares; 2026Q1: 11,873 shares; 2026Q2: 12,071 shares 12,071 $2.88M 0.33% +198 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,390 shares; 2024Q4: 6,284 shares; 2025Q1: 6,056 shares; 2025Q2: 6,152 shares; 2025Q3: 6,418 shares; 2025Q4: 6,412 shares; 2026Q1: 6,697 shares; 2026Q2: 6,743 shares 6,743 $2.71M 0.31% +46 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 3,564 shares; 2025Q4: 6,078 shares; 2026Q1: 6,545 shares; 2026Q2: 6,066 shares 6,066 $2.71M 0.31% -479 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: 25,440 shares; 2024Q4: 25,421 shares; 2025Q1: 25,249 shares; 2025Q2: 22,831 shares; 2025Q3: 23,022 shares; 2025Q4: 23,013 shares; 2026Q1: 21,673 shares; 2026Q2: 21,764 shares 21,764 $2.7M 0.31% +91 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: 5,972 shares; 2024Q4: 6,351 shares; 2025Q1: 6,115 shares; 2025Q2: 5,905 shares; 2025Q3: 6,443 shares; 2025Q4: 13,637 shares; 2026Q1: 13,826 shares; 2026Q2: 14,020 shares 14,020 $2.66M 0.31% +194 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: 20,243 shares; 2024Q4: 19,736 shares; 2025Q1: 19,298 shares; 2025Q2: 19,941 shares; 2025Q3: 16,259 shares; 2025Q4: 16,224 shares; 2026Q1: 16,500 shares; 2026Q2: 14,891 shares 14,891 $2.62M 0.3% -1,609 Timeline LFSC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,310 shares; 2025Q1: 36,639 shares; 2025Q2: 40,740 shares; 2025Q3: 40,596 shares; 2025Q4: 45,908 shares; 2026Q1: 49,739 shares; 2026Q2: 57,742 shares 57,742 $2.61M 0.3% +8,003 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: 9,962 shares; 2024Q4: 9,964 shares; 2025Q1: 9,808 shares; 2025Q2: 9,809 shares; 2025Q3: 9,810 shares; 2025Q4: 9,631 shares; 2026Q1: 9,674 shares; 2026Q2: 9,640 shares 9,640 $2.6M 0.3% -34 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,499 shares; 2024Q4: 11,785 shares; 2025Q1: 11,174 shares; 2025Q2: 12,423 shares; 2025Q3: 15,917 shares; 2025Q4: 14,693 shares; 2026Q1: 14,288 shares; 2026Q2: 11,826 shares 11,826 $2.56M 0.3% -2,462 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: 135,772 shares; 2024Q4: 121,976 shares; 2025Q1: 121,484 shares; 2025Q2: 121,147 shares; 2025Q3: 121,160 shares; 2025Q4: 119,423 shares; 2026Q1: 103,809 shares; 2026Q2: 104,837 shares 104,837 $2.52M 0.29% +1,028 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,695 shares; 2024Q4: 43,140 shares; 2025Q1: 40,799 shares; 2025Q2: 42,791 shares; 2025Q3: 43,174 shares; 2025Q4: 43,479 shares; 2026Q1: 42,540 shares; 2026Q2: 36,621 shares 36,621 $2.52M 0.29% -5,919 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: 8,200 shares; 2024Q4: 7,796 shares; 2025Q1: 7,996 shares; 2025Q2: 7,971 shares; 2025Q3: 8,121 shares; 2025Q4: 8,003 shares; 2026Q1: 8,003 shares; 2026Q2: 7,911 shares 7,911 $2.49M 0.29% -92 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: 14,077 shares; 2024Q4: 13,802 shares; 2025Q1: 13,702 shares; 2025Q2: 13,702 shares; 2025Q3: 14,029 shares; 2025Q4: 13,959 shares; 2026Q1: 13,959 shares; 2026Q2: 13,859 shares 13,859 $2.49M 0.29% -100 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: 4,194 shares; 2024Q4: 4,309 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 4,466 shares; 2026Q2: 4,928 shares 4,928 $2.47M 0.28% +462 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,300 shares; 2025Q2: 2,301 shares; 2025Q3: 2,301 shares; 2025Q4: 2,246 shares; 2026Q1: 2,258 shares; 2026Q2: 2,272 shares 2,272 $2.42M 0.28% +14 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,715 shares; 2024Q4: 13,133 shares; 2025Q1: 12,475 shares; 2025Q2: 12,472 shares; 2025Q3: 10,732 shares; 2025Q4: 10,780 shares; 2026Q1: 10,749 shares; 2026Q2: 9,736 shares 9,736 $2.42M 0.28% -1,013 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,036 shares; 2024Q4: 7,360 shares; 2025Q1: 7,114 shares; 2025Q2: 7,433 shares; 2025Q3: 7,324 shares; 2025Q4: 7,538 shares; 2026Q1: 7,582 shares; 2026Q2: 6,354 shares 6,354 $2.37M 0.27% -1,228 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: 7,729 shares; 2024Q4: 8,360 shares; 2025Q1: 7,573 shares; 2025Q2: 7,797 shares; 2025Q3: 7,581 shares; 2025Q4: 7,354 shares; 2026Q1: 7,397 shares; 2026Q2: 7,632 shares 7,632 $2.33M 0.27% +235 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 435 shares; 2025Q3: 460 shares; 2025Q4: 467 shares; 2026Q1: 2,182 shares; 2026Q2: 2,306 shares 2,306 $2.32M 0.27% +124 Timeline OFLX OMEGA FLEX INC More: the full row for OMEGA FLEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,682 shares; 2024Q4: 78,682 shares; 2025Q1: 78,382 shares; 2025Q2: 74,482 shares; 2025Q3: 73,507 shares; 2025Q4: 73,803 shares; 2026Q1: 73,653 shares; 2026Q2: 73,653 shares 73,653 $2.31M 0.27% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,861 shares; 2024Q4: 26,711 shares; 2025Q1: 26,336 shares; 2025Q2: 26,012 shares; 2025Q3: 25,687 shares; 2025Q4: 25,719 shares; 2026Q1: 25,757 shares; 2026Q2: 25,369 shares 25,369 $2.3M 0.26% -388 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: 2,100 shares; 2024Q4: 2,001 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 4,381 shares; 2026Q1: 4,556 shares; 2026Q2: 4,474 shares 4,474 $2.3M 0.26% -82 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: 11,043 shares; 2024Q4: 11,043 shares; 2025Q1: 10,534 shares; 2025Q2: 10,214 shares; 2025Q3: 10,149 shares; 2025Q4: 10,167 shares; 2026Q1: 10,205 shares; 2026Q2: 10,205 shares 10,205 $2.27M 0.26% 0 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP 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: 151,970 shares; 2026Q2: 171,981 shares 171,981 $2.21M 0.25% +20,011 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,600 shares; 2024Q4: 19,784 shares; 2025Q1: 19,623 shares; 2025Q2: 19,487 shares; 2025Q3: 19,287 shares; 2025Q4: 18,052 shares; 2026Q1: 18,027 shares; 2026Q2: 17,673 shares 17,673 $2.14M 0.25% -354 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: 32,683 shares; 2024Q4: 32,416 shares; 2025Q1: 33,444 shares; 2025Q2: 33,412 shares; 2025Q3: 35,510 shares; 2025Q4: 35,430 shares; 2026Q1: 36,860 shares; 2026Q2: 36,949 shares 36,949 $2.14M 0.25% +89 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,123 shares; 2024Q4: 9,946 shares; 2025Q1: 40,101 shares; 2025Q2: 22,629 shares; 2025Q3: 18,134 shares; 2025Q4: 42,564 shares; 2026Q1: 23,354 shares; 2026Q2: 20,921 shares 20,921 $2.12M 0.24% -2,433 Timeline SHM 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: 121,807 shares; 2024Q4: 109,807 shares; 2025Q1: 103,008 shares; 2025Q2: 69,891 shares; 2025Q3: 63,891 shares; 2025Q4: 48,341 shares; 2026Q1: 45,341 shares; 2026Q2: 43,800 shares 43,800 $2.1M 0.24% -1,541 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,697 shares; 2024Q4: 48,801 shares; 2025Q1: 47,914 shares; 2025Q2: 48,594 shares; 2025Q3: 43,238 shares; 2025Q4: 43,358 shares; 2026Q1: 44,951 shares; 2026Q2: 40,955 shares 40,955 $2.09M 0.24% -3,996 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,555 shares; 2024Q4: 6,405 shares; 2025Q1: 6,240 shares; 2025Q2: 4,590 shares; 2025Q3: 4,545 shares; 2025Q4: 4,465 shares; 2026Q1: 4,270 shares; 2026Q2: 4,756 shares 4,756 $1.99M 0.23% +486 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,311 shares; 2024Q4: 26,003 shares; 2025Q1: 24,773 shares; 2025Q2: 23,769 shares; 2025Q3: 22,619 shares; 2025Q4: 22,378 shares; 2026Q1: 21,603 shares; 2026Q2: 20,133 shares 20,133 $1.98M 0.23% -1,470 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,301 shares; 2024Q4: 16,825 shares; 2025Q1: 18,011 shares; 2025Q2: 18,411 shares; 2025Q3: 18,152 shares; 2025Q4: 17,827 shares; 2026Q1: 18,573 shares; 2026Q2: 17,381 shares 17,381 $1.95M 0.22% -1,192 Timeline BOOM DMC GLOBAL INC More: the full row for DMC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352,233 shares; 2024Q4: 419,643 shares; 2025Q1: 461,380 shares; 2025Q2: 454,355 shares; 2025Q3: 397,135 shares; 2025Q4: 296,910 shares; 2026Q1: 332,985 shares; 2026Q2: 333,885 shares 333,885 $1.95M 0.22% +900 Timeline VXF 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: 8,249 shares; 2024Q4: 7,849 shares; 2025Q1: 7,849 shares; 2025Q2: 7,849 shares; 2025Q3: 7,999 shares; 2025Q4: 7,849 shares; 2026Q1: 7,849 shares; 2026Q2: 7,849 shares 7,849 $1.93M 0.22% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,641 shares; 2024Q4: 13,711 shares; 2025Q1: 13,797 shares; 2025Q2: 13,886 shares; 2025Q3: 13,790 shares; 2025Q4: 13,765 shares; 2026Q1: 10,838 shares; 2026Q2: 11,044 shares 11,044 $1.93M 0.22% +206 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: 1,892 shares; 2024Q4: 1,877 shares; 2025Q1: 1,372 shares; 2025Q2: 1,425 shares; 2025Q3: 1,522 shares; 2025Q4: 1,501 shares; 2026Q1: 1,560 shares; 2026Q2: 1,618 shares 1,618 $1.9M 0.22% +58 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 812 shares; 2024Q4: 837 shares; 2025Q1: 588 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 597 shares; 2026Q1: 619 shares; 2026Q2: 594 shares 594 $1.89M 0.22% -25 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,650 shares; 2024Q4: 85,269 shares; 2025Q1: 83,199 shares; 2025Q2: 83,234 shares; 2025Q3: 87,924 shares; 2025Q4: 38,570 shares; 2026Q1: 37,190 shares; 2026Q2: 37,190 shares 37,190 $1.82M 0.21% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,600 shares; 2024Q4: 17,600 shares; 2025Q1: 19,100 shares; 2025Q2: 19,100 shares; 2025Q3: 19,414 shares; 2025Q4: 23,937 shares; 2026Q1: 29,814 shares; 2026Q2: 38,232 shares 38,232 $1.8M 0.21% +8,418 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: 11,344 shares; 2024Q4: 11,498 shares; 2025Q1: 11,442 shares; 2025Q2: 11,444 shares; 2025Q3: 11,620 shares; 2025Q4: 11,655 shares; 2026Q1: 11,874 shares; 2026Q2: 13,691 shares 13,691 $1.76M 0.2% +1,817 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,586 shares; 2024Q4: 13,767 shares; 2025Q1: 15,757 shares; 2025Q2: 16,458 shares; 2025Q3: 16,138 shares; 2025Q4: 14,459 shares; 2026Q1: 14,019 shares; 2026Q2: 12,640 shares 12,640 $1.7M 0.2% -1,379 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: 9,512 shares; 2024Q4: 9,886 shares; 2025Q1: 9,565 shares; 2025Q2: 9,869 shares; 2025Q3: 10,172 shares; 2025Q4: 10,350 shares; 2026Q1: 10,187 shares; 2026Q2: 11,368 shares 11,368 $1.66M 0.19% +1,181 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: 2,524 shares; 2024Q4: 2,704 shares; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 2,704 shares; 2025Q4: 2,709 shares; 2026Q1: 3,857 shares; 2026Q2: 4,822 shares 4,822 $1.63M 0.19% +965 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: 14,258 shares; 2024Q4: 14,163 shares; 2025Q1: 13,866 shares; 2025Q2: 13,733 shares; 2025Q3: 14,241 shares; 2025Q4: 14,197 shares; 2026Q1: 18,587 shares; 2026Q2: 18,555 shares 18,555 $1.63M 0.19% -32 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: 17,925 shares; 2024Q4: 17,725 shares; 2025Q1: 16,325 shares; 2025Q2: 14,125 shares; 2025Q3: 14,125 shares; 2025Q4: 13,636 shares; 2026Q1: 12,340 shares; 2026Q2: 12,636 shares 12,636 $1.6M 0.18% +296 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,911 shares; 2025Q2: 9,979 shares; 2025Q3: 10,391 shares; 2025Q4: 10,536 shares; 2026Q1: 12,363 shares; 2026Q2: 12,355 shares 12,355 $1.59M 0.18% -8 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,850 shares; 2024Q4: 11,850 shares; 2025Q1: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 9,800 shares; 2025Q4: 9,475 shares; 2026Q1: 9,675 shares; 2026Q2: 9,573 shares 9,573 $1.55M 0.18% -102 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: 7,975 shares; 2024Q4: 7,609 shares; 2025Q1: 7,509 shares; 2025Q2: 7,309 shares; 2025Q3: 7,386 shares; 2025Q4: 7,271 shares; 2026Q1: 7,151 shares; 2026Q2: 6,822 shares 6,822 $1.53M 0.18% -329 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: 2,093 shares; 2024Q4: 2,345 shares; 2025Q1: 2,347 shares; 2025Q2: 2,492 shares; 2025Q3: 2,530 shares; 2025Q4: 2,437 shares; 2026Q1: 2,530 shares; 2026Q2: 2,697 shares 2,697 $1.52M 0.18% +167 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: 13,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,600 shares; 2025Q2: 12,855 shares; 2025Q3: 12,730 shares; 2025Q4: 11,250 shares; 2026Q1: 10,570 shares; 2026Q2: 10,315 shares 10,315 $1.49M 0.17% -255 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,582 shares; 2024Q4: 48,682 shares; 2025Q1: 46,457 shares; 2025Q2: 40,674 shares; 2025Q3: 40,674 shares; 2025Q4: 31,604 shares; 2026Q1: 28,604 shares; 2026Q2: 28,404 shares 28,404 $1.49M 0.17% -200 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,853 shares; 2024Q4: 22,048 shares; 2025Q1: 22,048 shares; 2025Q2: 21,248 shares; 2025Q3: 20,549 shares; 2025Q4: 20,374 shares; 2026Q1: 20,799 shares; 2026Q2: 20,129 shares 20,129 $1.48M 0.17% -670 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,032 shares; 2024Q4: 25,982 shares; 2025Q1: 31,245 shares; 2025Q2: 49,129 shares; 2025Q3: 51,173 shares; 2025Q4: 54,435 shares; 2026Q1: 56,505 shares; 2026Q2: 20,888 shares 20,888 $1.42M 0.16% -35,617 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: 1,875 shares; 2025Q3: 2,001 shares; 2025Q4: 1,611 shares; 2026Q1: 1,346 shares; 2026Q2: 1,229 shares 1,229 $1.42M 0.16% -117 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,680 shares; 2024Q4: 18,127 shares; 2025Q1: 18,001 shares; 2025Q2: 18,385 shares; 2025Q3: 17,853 shares; 2025Q4: 17,241 shares; 2026Q1: 17,547 shares; 2026Q2: 16,749 shares 16,749 $1.41M 0.16% -798 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,718 shares; 2024Q4: 109,905 shares; 2025Q1: 118,918 shares; 2025Q2: 134,343 shares; 2025Q3: 137,849 shares; 2025Q4: 140,901 shares; 2026Q1: 78,694 shares; 2026Q2: 75,649 shares 75,649 $1.4M 0.16% -3,045 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,534 shares; 2025Q2: 33,534 shares; 2025Q3: 33,534 shares; 2025Q4: 33,534 shares; 2026Q1: 33,534 shares; 2026Q2: 33,534 shares 33,534 $1.34M 0.15% 0 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 10,000 shares; 2025Q3: 16,435 shares; 2025Q4: 16,535 shares; 2026Q1: 15,975 shares; 2026Q2: 15,975 shares 15,975 $1.3M 0.15% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,001 shares; 2024Q4: 8,001 shares; 2025Q1: 8,001 shares; 2025Q2: 8,001 shares; 2025Q3: 8,001 shares; 2025Q4: 7,562 shares; 2026Q1: 7,562 shares; 2026Q2: 7,572 shares 7,572 $1.28M 0.15% +10 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: 11,122 shares; 2024Q4: 11,391 shares; 2025Q1: 11,383 shares; 2025Q2: 11,356 shares; 2025Q3: 11,352 shares; 2025Q4: 11,449 shares; 2026Q1: 11,288 shares; 2026Q2: 11,016 shares 11,016 $1.25M 0.14% -272 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD 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: 10,475 shares; 2025Q4: 19,175 shares; 2026Q1: 19,075 shares; 2026Q2: 23,275 shares 23,275 $1.24M 0.14% +4,200 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: 26,028 shares; 2024Q4: 25,000 shares; 2025Q1: 25,106 shares; 2025Q2: 24,412 shares; 2025Q3: 24,417 shares; 2025Q4: 23,701 shares; 2026Q1: 23,241 shares; 2026Q2: 22,646 shares 22,646 $1.21M 0.14% -595 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,997 shares; 2024Q4: 14,997 shares; 2025Q1: 14,997 shares; 2025Q2: 14,997 shares; 2025Q3: 14,997 shares; 2025Q4: 14,997 shares; 2026Q1: 15,150 shares; 2026Q2: 15,076 shares 15,076 $1.19M 0.14% -74 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,278 shares; 2024Q4: 25,122 shares; 2025Q1: 32,428 shares; 2025Q2: 19,085 shares; 2025Q3: 20,677 shares; 2025Q4: 18,432 shares; 2026Q1: 18,831 shares; 2026Q2: 13,240 shares 13,240 $1.19M 0.14% -5,591 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: 1,767 shares; 2024Q4: 1,780 shares; 2025Q1: 1,771 shares; 2025Q2: 1,772 shares; 2025Q3: 1,858 shares; 2025Q4: 1,861 shares; 2026Q1: 1,862 shares; 2026Q2: 1,867 shares 1,867 $1.18M 0.14% +5 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,911 shares; 2024Q4: 7,009 shares; 2025Q1: 7,009 shares; 2025Q2: 6,927 shares; 2025Q3: 6,777 shares; 2025Q4: 6,902 shares; 2026Q1: 6,909 shares; 2026Q2: 6,893 shares 6,893 $1.17M 0.13% -16 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: 3,612 shares; 2024Q4: 3,587 shares; 2025Q1: 3,257 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,567 shares; 2026Q1: 2,698 shares; 2026Q2: 2,688 shares 2,688 $1.16M 0.13% -10 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 2,329 shares; 2025Q3: 2,311 shares; 2025Q4: 2,325 shares; 2026Q1: 2,337 shares; 2026Q2: 2,009 shares 2,009 $1.16M 0.13% -328 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,462 shares 7,462 $1.14M 0.13% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,879 shares; 2024Q4: 12,523 shares; 2025Q1: 6,406 shares; 2025Q2: 5,911 shares; 2025Q3: 5,825 shares; 2025Q4: 5,826 shares; 2026Q1: 5,829 shares; 2026Q2: 4,853 shares 4,853 $1.13M 0.13% -976 Timeline IWV 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: 3,040 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,785 shares; 2026Q2: 2,625 shares 2,625 $1.12M 0.13% -160 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: 12,068 shares; 2024Q4: 9,785 shares; 2025Q1: 7,060 shares; 2025Q2: 6,790 shares; 2025Q3: 7,456 shares; 2025Q4: 10,440 shares; 2026Q1: 10,028 shares; 2026Q2: 10,338 shares 10,338 $1.11M 0.13% +310 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 415 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 557 shares 557 $1.09M 0.13% +152 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: 7,698 shares; 2024Q4: 8,325 shares; 2025Q1: 8,970 shares; 2025Q2: 9,093 shares; 2025Q3: 9,882 shares; 2025Q4: 4,092 shares; 2026Q1: 3,542 shares; 2026Q2: 3,624 shares 3,624 $1.08M 0.12% +82 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,260 shares; 2024Q4: 9,560 shares; 2025Q1: 9,260 shares; 2025Q2: 9,210 shares; 2025Q3: 9,210 shares; 2025Q4: 9,310 shares; 2026Q1: 9,310 shares; 2026Q2: 9,010 shares 9,010 $1.06M 0.12% -300 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: 968 shares; 2024Q4: 1,114 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,038 shares; 2025Q4: 1,034 shares; 2026Q1: 1,029 shares; 2026Q2: 1,403 shares 1,403 $1.05M 0.12% +374 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 21,700 shares 21,700 $1.03M 0.12% new 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: 3,748 shares; 2024Q4: 4,148 shares; 2025Q1: 4,098 shares; 2025Q2: 4,298 shares; 2025Q3: 4,298 shares; 2025Q4: 4,666 shares; 2026Q1: 4,776 shares; 2026Q2: 4,686 shares 4,686 $1.01M 0.12% -90 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares; 2025Q4: 3,830 shares; 2026Q1: 3,830 shares; 2026Q2: 3,816 shares 3,816 $996K 0.11% -14 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,800 shares; 2026Q1: 4,600 shares; 2026Q2: 4,602 shares 4,602 $983K 0.11% +2 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: 1,024 shares; 2024Q4: 1,021 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,007 shares; 2025Q4: 1,017 shares; 2026Q1: 1,036 shares; 2026Q2: 1,043 shares 1,043 $973K 0.11% +7 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: 10,573 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,205 shares; 2025Q3: 11,210 shares; 2025Q4: 11,699 shares; 2026Q1: 11,710 shares; 2026Q2: 11,741 shares 11,741 $955K 0.11% +31 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: 2,313 shares; 2024Q4: 2,390 shares; 2025Q1: 2,540 shares; 2025Q2: 2,441 shares; 2025Q3: 2,661 shares; 2025Q4: 2,670 shares; 2026Q1: 2,722 shares; 2026Q2: 2,705 shares 2,705 $955K 0.11% -17 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: 21,790 shares; 2024Q4: 21,878 shares; 2025Q1: 21,923 shares; 2025Q2: 21,923 shares; 2025Q3: 20,722 shares; 2025Q4: 19,498 shares; 2026Q1: 19,498 shares; 2026Q2: 19,899 shares 19,899 $951K 0.11% +401 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: 8,275 shares; 2024Q4: 8,275 shares; 2025Q1: 8,275 shares; 2025Q2: 8,275 shares; 2025Q3: 8,475 shares; 2025Q4: 8,475 shares; 2026Q1: 8,605 shares; 2026Q2: 11,327 shares 11,327 $946K 0.11% +2,722 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: 17,875 shares; 2024Q4: 18,379 shares; 2025Q1: 18,382 shares; 2025Q2: 17,236 shares; 2025Q3: 14,094 shares; 2025Q4: 14,262 shares; 2026Q1: 15,461 shares; 2026Q2: 15,806 shares 15,806 $914K 0.11% +345 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,737 shares; 2024Q4: 5,967 shares; 2025Q1: 8,467 shares; 2025Q2: 8,467 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares; 2026Q1: 9,767 shares; 2026Q2: 9,982 shares 9,982 $866K 0.1% +215 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,624 shares; 2024Q4: 28,628 shares; 2025Q1: 31,976 shares; 2025Q2: 33,375 shares; 2025Q3: 32,495 shares; 2025Q4: 33,409 shares; 2026Q1: 40,194 shares; 2026Q2: 29,452 shares 29,452 $847K 0.1% -10,742 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 7,025 shares; 2025Q3: 7,025 shares; 2025Q4: 7,025 shares; 2026Q1: 7,025 shares; 2026Q2: 7,025 shares 7,025 $844K 0.1% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,682 shares; 2026Q1: 13,214 shares; 2026Q2: 11,574 shares 11,574 $833K 0.1% -1,640 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,617 shares; 2026Q2: 10,117 shares 10,117 $830K 0.1% +500 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: 6,595 shares; 2024Q4: 6,768 shares; 2025Q1: 6,768 shares; 2025Q2: 6,918 shares; 2025Q3: 6,818 shares; 2025Q4: 6,805 shares; 2026Q1: 6,961 shares; 2026Q2: 8,588 shares 8,588 $827K 0.1% +1,627 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,258 shares; 2024Q4: 7,531 shares; 2025Q1: 8,964 shares; 2025Q2: 9,753 shares; 2025Q3: 9,717 shares; 2025Q4: 16,465 shares; 2026Q1: 18,310 shares; 2026Q2: 19,190 shares 19,190 $812K 0.09% +880 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: 3,005 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 3,200 shares; 2025Q4: 3,170 shares; 2026Q1: 3,220 shares; 2026Q2: 3,146 shares 3,146 $804K 0.09% -74 Timeline ATI ATI INC More: the full row for ATI 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: 3,650 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares; 2026Q2: 4,050 shares 4,050 $800K 0.09% -100 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: 9,994 shares; 2024Q4: 9,994 shares; 2025Q1: 9,994 shares; 2025Q2: 9,594 shares; 2025Q3: 9,594 shares; 2025Q4: 8,694 shares; 2026Q1: 8,694 shares; 2026Q2: 8,694 shares 8,694 $797K 0.09% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,540 shares; 2024Q4: 10,633 shares; 2025Q1: 11,033 shares; 2025Q2: 7,493 shares; 2025Q3: 7,493 shares; 2025Q4: 7,493 shares; 2026Q1: 7,493 shares; 2026Q2: 7,243 shares 7,243 $777K 0.09% -250 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,600 shares; 2024Q4: 40,600 shares; 2025Q1: 40,600 shares; 2025Q2: 40,600 shares; 2025Q3: 40,600 shares; 2025Q4: 40,600 shares; 2026Q1: 40,600 shares; 2026Q2: 40,600 shares 40,600 $775K 0.09% 0 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS 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: 42,365 shares 42,365 $756K 0.09% new 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: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,665 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,491 shares; 2026Q2: 1,491 shares 1,491 $737K 0.08% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,799 shares; 2026Q2: 2,152 shares 2,152 $735K 0.08% +353 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 710 shares; 2026Q1: 717 shares; 2026Q2: 1,055 shares 1,055 $727K 0.08% +338 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,217 shares; 2024Q4: 17,447 shares; 2025Q1: 17,097 shares; 2025Q2: 15,497 shares; 2025Q3: 10,997 shares; 2025Q4: 9,607 shares; 2026Q1: 8,907 shares; 2026Q2: 9,257 shares 9,257 $718K 0.08% +350 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,033 shares; 2024Q4: 19,131 shares; 2025Q1: 19,131 shares; 2025Q2: 19,081 shares; 2025Q3: 18,187 shares; 2025Q4: 18,575 shares; 2026Q1: 18,440 shares; 2026Q2: 18,192 shares 18,192 $710K 0.08% -248 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 13,390 shares; 2026Q2: 18,818 shares 18,818 $708K 0.08% +5,428 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,803 shares; 2024Q4: 4,953 shares; 2025Q1: 5,016 shares; 2025Q2: 3,794 shares; 2025Q3: 3,794 shares; 2025Q4: 3,973 shares; 2026Q1: 3,939 shares; 2026Q2: 4,341 shares 4,341 $702K 0.08% +402 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,197 shares; 2026Q1: not reported; 2026Q2: 1,192 shares 1,192 $692K 0.08% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,550 shares; 2025Q4: 16,750 shares; 2026Q1: 15,550 shares; 2026Q2: 15,550 shares 15,550 $691K 0.08% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,768 shares; 2025Q2: 10,768 shares; 2025Q3: 10,768 shares; 2025Q4: 10,768 shares; 2026Q1: 10,768 shares; 2026Q2: 10,768 shares 10,768 $678K 0.08% 0 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: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 2,885 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares; 2025Q4: 2,885 shares; 2026Q1: 2,885 shares; 2026Q2: 2,860 shares 2,860 $677K 0.08% -25 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,015 shares; 2024Q4: 6,992 shares; 2025Q1: 6,845 shares; 2025Q2: 6,845 shares; 2025Q3: 6,345 shares; 2025Q4: 4,845 shares; 2026Q1: 4,717 shares; 2026Q2: 6,035 shares 6,035 $663K 0.08% +1,318 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,137 shares; 2024Q4: 7,139 shares; 2025Q1: 7,140 shares; 2025Q2: 7,142 shares; 2025Q3: 7,143 shares; 2025Q4: 7,145 shares; 2026Q1: 7,146 shares; 2026Q2: 5,813 shares 5,813 $641K 0.07% -1,333 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: 2,190 shares; 2024Q4: 2,247 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,149 shares; 2025Q4: 2,174 shares; 2026Q1: 2,208 shares; 2026Q2: 2,198 shares 2,198 $638K 0.07% -10 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: 12,900 shares; 2024Q4: 47,900 shares; 2025Q1: 49,400 shares; 2025Q2: 70,898 shares; 2025Q3: 70,460 shares; 2025Q4: 70,460 shares; 2026Q1: 68,000 shares; 2026Q2: 68,000 shares 68,000 $638K 0.07% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,439 shares; 2024Q4: 121,432 shares; 2025Q1: 159,762 shares; 2025Q2: 13,472 shares; 2025Q3: 13,472 shares; 2025Q4: 12,972 shares; 2026Q1: 12,472 shares; 2026Q2: 12,472 shares 12,472 $631K 0.07% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 1,986 shares; 2025Q1: 2,906 shares; 2025Q2: 2,936 shares; 2025Q3: 2,886 shares; 2025Q4: 2,886 shares; 2026Q1: 2,939 shares; 2026Q2: 2,901 shares 2,901 $626K 0.07% -38 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,200 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 6,100 shares; 2026Q2: 6,550 shares 6,550 $622K 0.07% +450 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: 1,174 shares; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares; 2026Q2: 1,288 shares 1,288 $615K 0.07% +1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 494 shares; 2025Q4: 512 shares; 2026Q1: 512 shares; 2026Q2: 802 shares 802 $599K 0.07% +290 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: 3,175 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares; 2026Q1: 3,022 shares; 2026Q2: 2,822 shares 2,822 $599K 0.07% -200 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 791 shares; 2026Q2: 791 shares 791 $599K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,903 shares; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares 2,923 $587K 0.07% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,355 shares; 2024Q4: 13,355 shares; 2025Q1: 11,820 shares; 2025Q2: 7,620 shares; 2025Q3: 7,020 shares; 2025Q4: 7,039 shares; 2026Q1: 9,689 shares; 2026Q2: 9,139 shares 9,139 $587K 0.07% -550 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,400 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 23,031 shares; 2025Q4: 27,831 shares; 2026Q1: 28,031 shares; 2026Q2: 26,550 shares 26,550 $584K 0.07% -1,481 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,227 shares; 2024Q4: 40,238 shares; 2025Q1: 59,840 shares; 2025Q2: 50,851 shares; 2025Q3: 51,759 shares; 2025Q4: 32,175 shares; 2026Q1: 32,185 shares; 2026Q2: 32,696 shares 32,696 $581K 0.07% +511 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER 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: 23,167 shares; 2026Q2: 23,167 shares 23,167 $580K 0.07% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 5,670 shares; 2026Q2: 5,670 shares 5,670 $573K 0.07% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,650 shares; 2025Q2: 1,750 shares; 2025Q3: 1,200 shares; 2025Q4: 1,125 shares; 2026Q1: 855 shares; 2026Q2: 748 shares 748 $568K 0.07% -107 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: 2,065 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,112 shares; 2026Q1: 2,112 shares; 2026Q2: 2,096 shares 2,096 $566K 0.07% -16 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: 2,448 shares 2,448 $551K 0.06% 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: 2,448 shares 2,448 $548K 0.06% 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: not reported; 2025Q4: not reported; 2026Q1: 1,418 shares; 2026Q2: 1,484 shares 1,484 $547K 0.06% +66 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: 3,008 shares; 2024Q4: 3,009 shares; 2025Q1: 3,010 shares; 2025Q2: 3,011 shares; 2025Q3: 3,012 shares; 2025Q4: 3,453 shares; 2026Q1: 3,532 shares; 2026Q2: 3,533 shares 3,533 $537K 0.06% +1 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,364 shares; 2026Q2: 6,488 shares 6,488 $536K 0.06% +124 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $532K 0.06% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X 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: 4,257 shares; 2026Q2: 8,708 shares 8,708 $514K 0.06% +4,451 Timeline GRID 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: 1,312 shares; 2026Q2: 2,608 shares 2,608 $503K 0.06% +1,296 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 8,800 shares 8,800 $493K 0.06% 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: 13,711 shares; 2024Q4: 13,979 shares; 2025Q1: 13,979 shares; 2025Q2: 13,979 shares; 2025Q3: 13,979 shares; 2025Q4: 13,979 shares; 2026Q1: 15,381 shares; 2026Q2: 15,340 shares 15,340 $491K 0.06% -41 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: 3,372 shares; 2024Q4: 3,432 shares; 2025Q1: 2,832 shares; 2025Q2: 2,832 shares; 2025Q3: 1,182 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares; 2026Q2: 1,169 shares 1,169 $486K 0.06% -20 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,909 shares; 2026Q2: 9,071 shares 9,071 $485K 0.06% -838 Timeline AIRR 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: 3,609 shares 3,609 $484K 0.06% new Timeline XJH 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: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares 9,200 $480K 0.06% 0 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,625 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares 1,690 $477K 0.05% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 12,700 shares 12,700 $474K 0.05% 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: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,321 shares; 2025Q4: 4,321 shares; 2026Q1: 4,321 shares; 2026Q2: 4,896 shares 4,896 $473K 0.05% +575 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: not reported; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 432 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 632 shares; 2026Q2: 631 shares 631 $464K 0.05% -1 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: 3,040 shares; 2024Q4: 2,941 shares; 2025Q1: 3,241 shares; 2025Q2: 3,191 shares; 2025Q3: 3,016 shares; 2025Q4: 1,790 shares; 2026Q1: 1,671 shares; 2026Q2: 1,633 shares 1,633 $444K 0.05% -38 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: 22,392 shares; 2024Q4: 11,692 shares; 2025Q1: 8,692 shares; 2025Q2: 8,247 shares; 2025Q3: 8,247 shares; 2025Q4: 6,141 shares; 2026Q1: 5,721 shares; 2026Q2: 5,621 shares 5,621 $444K 0.05% -100 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: 10,443 shares; 2024Q4: 10,929 shares; 2025Q1: 10,858 shares; 2025Q2: 10,839 shares; 2025Q3: 11,048 shares; 2025Q4: 11,057 shares; 2026Q1: 10,969 shares; 2026Q2: 10,456 shares 10,456 $439K 0.05% -513 Timeline JUST 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: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 3,355 shares; 2026Q1: 3,355 shares; 2026Q2: 4,030 shares 4,030 $430K 0.05% +675 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 1,800 shares 1,800 $424K 0.05% -260 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 3,025 shares; 2026Q2: 2,025 shares 2,025 $421K 0.05% -1,000 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $418K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,983 shares; 2024Q4: 3,221 shares; 2025Q1: 3,233 shares; 2025Q2: 3,247 shares; 2025Q3: 3,259 shares; 2025Q4: 3,294 shares; 2026Q1: 3,410 shares; 2026Q2: 3,972 shares 3,972 $412K 0.05% +562 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: 5,599 shares; 2024Q4: 5,299 shares; 2025Q1: 4,763 shares; 2025Q2: 3,425 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: 2,325 shares 2,325 $410K 0.05% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $409K 0.05% 0 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: not reported; 2024Q4: 507 shares; 2025Q1: 595 shares; 2025Q2: 603 shares; 2025Q3: 617 shares; 2025Q4: 907 shares; 2026Q1: 904 shares; 2026Q2: 777 shares 777 $404K 0.05% -127 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: 18,377 shares; 2024Q4: 18,932 shares; 2025Q1: 18,812 shares; 2025Q2: 18,812 shares; 2025Q3: 18,812 shares; 2025Q4: 18,733 shares; 2026Q1: 19,118 shares; 2026Q2: 19,180 shares 19,180 $399K 0.05% +62 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,476 shares; 2024Q4: 4,351 shares; 2025Q1: 3,801 shares; 2025Q2: 2,701 shares; 2025Q3: 2,691 shares; 2025Q4: 2,781 shares; 2026Q1: 2,578 shares; 2026Q2: 2,558 shares 2,558 $398K 0.05% -20 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,606 shares; 2026Q1: 6,606 shares; 2026Q2: 6,606 shares 6,606 $397K 0.05% 0 Timeline CDIG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares; 2026Q2: 15,400 shares 15,400 $397K 0.05% +6,700 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: not reported; 2026Q1: not reported; 2026Q2: 4,802 shares 4,802 $396K 0.05% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,730 shares; 2025Q3: 9,130 shares; 2025Q4: 9,130 shares; 2026Q1: 14,580 shares; 2026Q2: 15,155 shares 15,155 $396K 0.05% +575 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $395K 0.05% 0 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: 2,017 shares; 2024Q4: 2,070 shares; 2025Q1: 1,798 shares; 2025Q2: 1,798 shares; 2025Q3: 1,798 shares; 2025Q4: 1,961 shares; 2026Q1: not reported; 2026Q2: 2,136 shares 2,136 $392K 0.05% new 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: 1,650 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,702 shares; 2026Q2: 1,704 shares 1,704 $386K 0.04% +2 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: 6,538 shares; 2024Q4: 6,538 shares; 2025Q1: 6,538 shares; 2025Q2: 6,589 shares; 2025Q3: 6,538 shares; 2025Q4: 6,695 shares; 2026Q1: 6,695 shares; 2026Q2: 6,737 shares 6,737 $383K 0.04% +42 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: not reported; 2025Q4: 1,772 shares; 2026Q1: 1,772 shares; 2026Q2: 1,772 shares 1,772 $377K 0.04% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 8,700 shares; 2026Q2: 13,300 shares 13,300 $373K 0.04% +4,600 Timeline PCG PG&E CORP More: the full row for PG&E 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: 21,771 shares; 2026Q2: 21,500 shares 21,500 $361K 0.04% -271 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 66 shares; 2026Q2: 2,018 shares 2,018 $359K 0.04% +1,952 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: 7,259 shares; 2024Q4: 6,673 shares; 2025Q1: 5,501 shares; 2025Q2: 5,501 shares; 2025Q3: 5,434 shares; 2025Q4: 5,265 shares; 2026Q1: 5,302 shares; 2026Q2: 4,598 shares 4,598 $359K 0.04% -704 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: 170 shares; 2026Q2: 181 shares 181 $358K 0.04% +11 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 833 shares 833 $350K 0.04% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 2,800 shares 2,800 $347K 0.04% +2,100 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466 shares 466 $336K 0.04% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,353 shares; 2024Q4: 28,503 shares; 2025Q1: 28,433 shares; 2025Q2: 28,059 shares; 2025Q3: 24,079 shares; 2025Q4: 12,299 shares; 2026Q1: 11,149 shares; 2026Q2: 9,685 shares 9,685 $332K 0.04% -1,464 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: not reported; 2024Q4: 3,724 shares; 2025Q1: 3,724 shares; 2025Q2: 3,944 shares; 2025Q3: 4,544 shares; 2025Q4: 4,544 shares; 2026Q1: 4,544 shares; 2026Q2: 4,455 shares 4,455 $332K 0.04% -89 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,558 shares; 2024Q4: 2,582 shares; 2025Q1: 2,582 shares; 2025Q2: 2,941 shares; 2025Q3: 2,941 shares; 2025Q4: 2,941 shares; 2026Q1: 2,919 shares; 2026Q2: 2,895 shares 2,895 $323K 0.04% -24 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,400 shares 1,400 $321K 0.04% -50 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: 2,292 shares; 2025Q4: 2,292 shares; 2026Q1: 2,121 shares; 2026Q2: 2,139 shares 2,139 $314K 0.04% +18 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: 766 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 862 shares; 2026Q1: 891 shares; 2026Q2: 878 shares 878 $311K 0.04% -13 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $305K 0.04% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,700 shares; 2024Q4: 62,700 shares; 2025Q1: 63,700 shares; 2025Q2: 63,700 shares; 2025Q3: 63,700 shares; 2025Q4: 68,700 shares; 2026Q1: 68,700 shares; 2026Q2: 70,700 shares 70,700 $304K 0.04% +2,000 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,335 shares; 2024Q4: 2,318 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares; 2026Q2: 2,268 shares 2,268 $298K 0.03% 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: 1,432 shares; 2024Q4: 1,491 shares; 2025Q1: 1,493 shares; 2025Q2: 1,496 shares; 2025Q3: 1,301 shares; 2025Q4: 687 shares; 2026Q1: 690 shares; 2026Q2: 683 shares 683 $291K 0.03% -7 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,806 shares; 2024Q4: 7,753 shares; 2025Q1: 7,753 shares; 2025Q2: 6,753 shares; 2025Q3: 7,806 shares; 2025Q4: 7,806 shares; 2026Q1: 8,106 shares; 2026Q2: 7,806 shares 7,806 $289K 0.03% -300 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,600 shares; 2024Q4: 13,100 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares; 2026Q1: 11,600 shares; 2026Q2: 11,600 shares 11,600 $285K 0.03% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 3,163 shares; 2025Q1: 3,163 shares; 2025Q2: 3,163 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares; 2026Q2: 3,163 shares 3,163 $285K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 2,150 shares; 2025Q1: 2,100 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 1,754 shares 1,754 $279K 0.03% -286 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares 2,585 $278K 0.03% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,097 shares; 2026Q1: 3,597 shares; 2026Q2: 3,613 shares 3,613 $275K 0.03% +16 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares; 2026Q1: 1,003 shares; 2026Q2: 987 shares 987 $272K 0.03% -16 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 2,895 shares; 2025Q4: 2,920 shares; 2026Q1: 2,920 shares; 2026Q2: 2,920 shares 2,920 $268K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,465 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 765 shares; 2026Q2: 760 shares 760 $267K 0.03% -5 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: 1,233 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,276 shares; 2025Q3: 1,383 shares; 2025Q4: 1,423 shares; 2026Q1: 923 shares; 2026Q2: 892 shares 892 $262K 0.03% -31 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS 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: 9,900 shares 9,900 $257K 0.03% new Timeline TRIB TRINITY BIOTECH INVT LTD More: the full row for TRINITY BIOTECH INVT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,810 shares; 2024Q4: 378,590 shares; 2025Q1: 375,110 shares; 2025Q2: 437,910 shares; 2025Q3: 487,110 shares; 2025Q4: 526,610 shares; 2026Q1: 536,210 shares; 2026Q2: 661,210 shares 661,210 $251K 0.03% +125,000 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 958 shares; 2026Q2: 963 shares 963 $250K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,375 shares 2,375 $246K 0.03% new Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X 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: 2,443 shares; 2026Q1: 2,443 shares; 2026Q2: 2,443 shares 2,443 $245K 0.03% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 90,000 shares 90,000 $244K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $243K 0.03% 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: 1,516 shares; 2024Q4: 1,470 shares; 2025Q1: 1,219 shares; 2025Q2: 1,047 shares; 2025Q3: 1,215 shares; 2025Q4: 1,237 shares; 2026Q1: 1,324 shares; 2026Q2: 1,270 shares 1,270 $242K 0.03% -54 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,099 shares; 2026Q2: 1,909 shares 1,909 $241K 0.03% -190 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: not reported; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares; 2026Q2: 2,815 shares 2,815 $234K 0.03% -645 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,541 shares 4,541 $234K 0.03% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares 1,971 $232K 0.03% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: not reported; 2025Q1: 2,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,135 shares 2,135 $230K 0.03% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 20,700 shares 20,700 $230K 0.03% new Timeline SPTM 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: 3,045 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,750 shares; 2026Q1: 2,676 shares; 2026Q2: 2,522 shares 2,522 $229K 0.03% -154 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: 3,627 shares; 2024Q4: not reported; 2025Q1: 3,688 shares; 2025Q2: 3,695 shares; 2025Q3: 3,701 shares; 2025Q4: not reported; 2026Q1: 3,272 shares; 2026Q2: 3,272 shares 3,272 $225K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,592 shares 1,592 $223K 0.03% new 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: 2,000 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $221K 0.03% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,744 shares; 2025Q2: not reported; 2025Q3: 5,544 shares; 2025Q4: not reported; 2026Q1: 5,858 shares; 2026Q2: 5,811 shares 5,811 $212K 0.02% -47 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E 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: 6,415 shares 6,415 $210K 0.02% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV 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: 7,550 shares 7,550 $209K 0.02% new 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: 2,005 shares; 2024Q4: 2,088 shares; 2025Q1: 1,954 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: not reported; 2026Q1: 2,213 shares; 2026Q2: 2,089 shares 2,089 $205K 0.02% -124 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,301 shares; 2024Q4: 12,908 shares; 2025Q1: 12,908 shares; 2025Q2: 14,155 shares; 2025Q3: 14,155 shares; 2025Q4: 14,155 shares; 2026Q1: 13,898 shares; 2026Q2: 13,898 shares 13,898 $204K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,759 shares; 2024Q4: 10,448 shares; 2025Q1: 8,761 shares; 2025Q2: 8,496 shares; 2025Q3: 8,371 shares; 2025Q4: 6,868 shares; 2026Q1: 7,299 shares; 2026Q2: 8,177 shares 8,177 $203K 0.02% +878 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 528 shares; 2025Q4: 508 shares; 2026Q1: not reported; 2026Q2: 263 shares 263 $200K 0.02% new Timeline SPSB 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: 8,900 shares; 2024Q4: 9,085 shares; 2025Q1: 8,082 shares; 2025Q2: 8,053 shares; 2025Q3: 8,073 shares; 2025Q4: 6,823 shares; 2026Q1: 6,673 shares; 2026Q2: 6,673 shares 6,673 $200K 0.02% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD 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: 10,871 shares; 2026Q2: 19,507 shares 19,507 $95K 0.01% +8,636 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 127,248 shares; 2026Q2: 127,248 shares 127,248 $87K 0.01% 0 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 14,998 shares; 2026Q2: 15,318 shares 15,318 $42K <0.01% +320 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY 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: 14,478 shares; 2026Q2: 14,478 shares 14,478 $40K <0.01% 0 Timeline