IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,997 shares; 2024Q4: 203,487 shares; 2025Q1: 138,043 shares; 2025Q2: 142,677 shares; 2025Q3: 144,182 shares; 2025Q4: 141,924 shares; 2026Q1: 143,945 shares; 2026Q2: 143,943 shares 143,943 $34.9M 5.88% -2 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: 74,622 shares; 2024Q4: 76,059 shares; 2025Q1: 47,177 shares; 2025Q2: 48,195 shares; 2025Q3: 49,165 shares; 2025Q4: 49,521 shares; 2026Q1: 49,693 shares; 2026Q2: 45,564 shares 45,564 $33.6M 5.65% -4,129 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: 96,671 shares; 2024Q4: 96,551 shares; 2025Q1: 90,639 shares; 2025Q2: 90,739 shares; 2025Q3: 90,839 shares; 2025Q4: 90,539 shares; 2026Q1: 90,739 shares; 2026Q2: 90,739 shares 90,739 $32.9M 5.54% 0 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: 95,397 shares; 2024Q4: 97,029 shares; 2025Q1: 49,195 shares; 2025Q2: 56,323 shares; 2025Q3: 57,833 shares; 2025Q4: 59,275 shares; 2026Q1: 60,276 shares; 2026Q2: 238,795 shares 238,795 $29.7M 5% +178,519 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,597 shares; 2024Q4: 126,437 shares; 2025Q1: 121,641 shares; 2025Q2: 158,584 shares; 2025Q3: 168,812 shares; 2025Q4: 182,549 shares; 2026Q1: 186,581 shares; 2026Q2: 216,321 shares 216,321 $25.4M 4.28% +29,740 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,817 shares; 2024Q4: 192,807 shares; 2025Q1: 203,577 shares; 2025Q2: 275,136 shares; 2025Q3: 280,248 shares; 2025Q4: 286,030 shares; 2026Q1: 290,987 shares; 2026Q2: 322,686 shares 322,686 $23M 3.87% +31,699 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,998 shares; 2024Q4: 27,678 shares; 2025Q1: 19,800 shares; 2025Q2: 20,257 shares; 2025Q3: 20,672 shares; 2025Q4: 20,721 shares; 2026Q1: 20,952 shares; 2026Q2: 152,962 shares 152,962 $18.3M 3.08% +132,010 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,038 shares; 2024Q4: 169,435 shares; 2025Q1: 176,624 shares; 2025Q2: 228,806 shares; 2025Q3: 233,469 shares; 2025Q4: 237,793 shares; 2026Q1: 242,211 shares; 2026Q2: 244,847 shares 244,847 $16.7M 2.81% +2,636 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,351 shares; 2024Q4: 76,071 shares; 2025Q1: 78,579 shares; 2025Q2: 95,801 shares; 2025Q3: 96,818 shares; 2025Q4: 98,089 shares; 2026Q1: 99,776 shares; 2026Q2: 98,027 shares 98,027 $16.1M 2.71% -1,749 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,353 shares; 2024Q4: 55,470 shares; 2025Q1: 56,518 shares; 2025Q2: 57,051 shares; 2025Q3: 58,592 shares; 2025Q4: 60,083 shares; 2026Q1: 60,738 shares; 2026Q2: 60,571 shares 60,571 $14.7M 2.48% -167 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,718 shares; 2024Q4: 88,692 shares; 2025Q1: 90,143 shares; 2025Q2: 71,317 shares; 2025Q3: 71,112 shares; 2025Q4: 72,004 shares; 2026Q1: 72,286 shares; 2026Q2: 77,293 shares 77,293 $14.3M 2.41% +5,007 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,440 shares; 2024Q4: 186,549 shares; 2025Q1: 192,363 shares; 2025Q2: 177,824 shares; 2025Q3: 179,569 shares; 2025Q4: 182,009 shares; 2026Q1: 186,371 shares; 2026Q2: 233,655 shares 233,655 $12.5M 2.11% +47,284 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,966 shares; 2024Q4: 161,951 shares; 2025Q1: 161,400 shares; 2025Q2: 179,868 shares; 2025Q3: 190,411 shares; 2025Q4: 200,452 shares; 2026Q1: 205,027 shares; 2026Q2: 234,126 shares 234,126 $12.4M 2.1% +29,099 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,104 shares; 2024Q4: 81,906 shares; 2025Q1: 89,643 shares; 2025Q2: 135,195 shares; 2025Q3: 138,836 shares; 2025Q4: 142,407 shares; 2026Q1: 146,602 shares; 2026Q2: 161,161 shares 161,161 $12.4M 2.09% +14,559 Timeline VBK 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: 33,583 shares; 2024Q4: 35,757 shares; 2025Q1: 36,352 shares; 2025Q2: 35,264 shares; 2025Q3: 35,279 shares; 2025Q4: 35,916 shares; 2026Q1: 36,216 shares; 2026Q2: 33,897 shares 33,897 $12.4M 2.09% -2,319 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,919 shares; 2024Q4: 114,486 shares; 2025Q1: 124,761 shares; 2025Q2: 189,347 shares; 2025Q3: 197,483 shares; 2025Q4: 203,970 shares; 2026Q1: 208,811 shares; 2026Q2: 220,480 shares 220,480 $12.3M 2.06% +11,669 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,557 shares; 2024Q4: 65,581 shares; 2025Q1: 37,923 shares; 2025Q2: 36,589 shares; 2025Q3: 37,005 shares; 2025Q4: 37,741 shares; 2026Q1: 38,563 shares; 2026Q2: 35,430 shares 35,430 $12.1M 2.05% -3,133 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,993 shares; 2024Q4: 112,205 shares; 2025Q1: 115,371 shares; 2025Q2: 119,292 shares; 2025Q3: 121,491 shares; 2025Q4: 123,530 shares; 2026Q1: 126,945 shares; 2026Q2: 160,573 shares 160,573 $12.1M 2.04% +33,628 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,994 shares; 2024Q4: 100,470 shares; 2025Q1: 103,167 shares; 2025Q2: 104,874 shares; 2025Q3: 106,742 shares; 2025Q4: 108,684 shares; 2026Q1: 111,216 shares; 2026Q2: 123,482 shares 123,482 $11.9M 2.01% +12,266 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,158 shares; 2024Q4: 20,173 shares; 2025Q1: 20,941 shares; 2025Q2: 23,792 shares; 2025Q3: 24,311 shares; 2025Q4: 24,330 shares; 2026Q1: 24,482 shares; 2026Q2: 18,839 shares 18,839 $11.7M 1.98% -5,643 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,379 shares; 2024Q4: 24,923 shares; 2025Q1: 25,948 shares; 2025Q2: 31,725 shares; 2025Q3: 33,004 shares; 2025Q4: 66,961 shares; 2026Q1: 68,385 shares; 2026Q2: 61,512 shares 61,512 $11.7M 1.97% -6,873 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: 275,316 shares; 2024Q4: 287,858 shares; 2025Q1: 296,146 shares; 2025Q2: 208,101 shares; 2025Q3: 207,758 shares; 2025Q4: 208,958 shares; 2026Q1: 210,477 shares; 2026Q2: 192,070 shares 192,070 $11.3M 1.91% -18,407 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,535 shares; 2024Q4: 66,010 shares; 2025Q1: 65,591 shares; 2025Q2: 75,467 shares; 2025Q3: 79,424 shares; 2025Q4: 83,089 shares; 2026Q1: 84,869 shares; 2026Q2: 99,907 shares 99,907 $10.9M 1.84% +15,038 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,812 shares; 2024Q4: 48,409 shares; 2025Q1: 50,178 shares; 2025Q2: 68,500 shares; 2025Q3: 69,489 shares; 2025Q4: 70,738 shares; 2026Q1: 72,145 shares; 2026Q2: 47,996 shares 47,996 $10.5M 1.77% -24,149 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,762 shares; 2024Q4: 96,563 shares; 2025Q1: 102,664 shares; 2025Q2: 148,609 shares; 2025Q3: 159,160 shares; 2025Q4: 170,182 shares; 2026Q1: 173,701 shares; 2026Q2: 197,734 shares 197,734 $10.3M 1.74% +24,033 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: 40,947 shares; 2024Q4: 48,490 shares; 2025Q1: 49,699 shares; 2025Q2: 83,742 shares; 2025Q3: 85,850 shares; 2025Q4: 83,336 shares; 2026Q1: 79,502 shares; 2026Q2: 95,745 shares 95,745 $9.64M 1.62% +16,243 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,362 shares; 2024Q4: 110,008 shares; 2025Q1: 115,590 shares; 2025Q2: 82,504 shares; 2025Q3: 83,622 shares; 2025Q4: 171,631 shares; 2026Q1: 175,228 shares; 2026Q2: 185,558 shares 185,558 $9.43M 1.59% +10,330 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,660 shares; 2024Q4: 50,882 shares; 2025Q1: 49,949 shares; 2025Q2: 51,370 shares; 2025Q3: 51,943 shares; 2025Q4: 52,601 shares; 2026Q1: 53,457 shares; 2026Q2: 53,178 shares 53,178 $8.4M 1.42% -279 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,769 shares; 2024Q4: 41,812 shares; 2025Q1: 44,344 shares; 2025Q2: 49,646 shares; 2025Q3: 52,889 shares; 2025Q4: 56,192 shares; 2026Q1: 57,168 shares; 2026Q2: 81,180 shares 81,180 $7.67M 1.29% +24,012 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES 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: 76,352 shares; 2025Q3: 86,719 shares; 2025Q4: 90,196 shares; 2026Q1: 90,967 shares; 2026Q2: 99,415 shares 99,415 $7.51M 1.26% +8,448 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,927 shares; 2024Q4: 16,894 shares; 2025Q1: 17,328 shares; 2025Q2: 18,793 shares; 2025Q3: 18,986 shares; 2025Q4: 19,493 shares; 2026Q1: 19,868 shares; 2026Q2: 23,257 shares 23,257 $6.95M 1.17% +3,389 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,076 shares; 2024Q4: 60,147 shares; 2025Q1: 64,172 shares; 2025Q2: 70,150 shares; 2025Q3: 73,378 shares; 2025Q4: 77,456 shares; 2026Q1: 78,794 shares; 2026Q2: 70,412 shares 70,412 $6.79M 1.14% -8,382 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,892 shares; 2024Q4: 43,455 shares; 2025Q1: 46,213 shares; 2025Q2: 53,364 shares; 2025Q3: 56,180 shares; 2025Q4: 59,135 shares; 2026Q1: 60,205 shares; 2026Q2: 71,064 shares 71,064 $6.55M 1.1% +10,859 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,572 shares; 2024Q4: 11,550 shares; 2025Q1: not reported; 2025Q2: 62,087 shares; 2025Q3: 65,124 shares; 2025Q4: 133,142 shares; 2026Q1: 137,116 shares; 2026Q2: 138,506 shares 138,506 $6.28M 1.06% +1,390 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,894 shares; 2024Q4: 57,447 shares; 2025Q1: 55,811 shares; 2025Q2: 54,728 shares; 2025Q3: 55,174 shares; 2025Q4: 56,109 shares; 2026Q1: 56,886 shares; 2026Q2: 57,746 shares 57,746 $6.19M 1.04% +860 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183,731 shares 183,731 $5.84M 0.98% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,007 shares; 2024Q4: 55,030 shares; 2025Q1: 56,406 shares; 2025Q2: 57,485 shares; 2025Q3: 58,298 shares; 2025Q4: 59,713 shares; 2026Q1: 61,156 shares; 2026Q2: 64,310 shares 64,310 $5.83M 0.98% +3,154 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,680 shares; 2024Q4: 73,148 shares; 2025Q1: 74,003 shares; 2025Q2: 68,929 shares; 2025Q3: 67,919 shares; 2025Q4: 67,679 shares; 2026Q1: 64,591 shares; 2026Q2: 51,851 shares 51,851 $5.23M 0.88% -12,740 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: 74,727 shares; 2024Q4: 83,450 shares; 2025Q1: 88,004 shares; 2025Q2: 93,811 shares; 2025Q3: 99,327 shares; 2025Q4: 105,293 shares; 2026Q1: 106,693 shares; 2026Q2: 118,278 shares 118,278 $5.02M 0.85% +11,585 Timeline BBCB 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: 64,810 shares; 2024Q4: 71,036 shares; 2025Q1: 76,276 shares; 2025Q2: 84,432 shares; 2025Q3: 86,111 shares; 2025Q4: 86,768 shares; 2026Q1: 87,928 shares; 2026Q2: 97,770 shares 97,770 $4.43M 0.75% +9,842 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,076 shares; 2024Q4: 23,333 shares; 2025Q1: 24,272 shares; 2025Q2: 26,041 shares; 2025Q3: 27,201 shares; 2025Q4: 28,362 shares; 2026Q1: 28,475 shares; 2026Q2: 32,124 shares 32,124 $3.28M 0.55% +3,649 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,823 shares; 2024Q4: 208,250 shares; 2025Q1: 91,917 shares; 2025Q2: 41,943 shares; 2025Q3: 42,088 shares; 2025Q4: 42,054 shares; 2026Q1: 42,054 shares; 2026Q2: 26,353 shares 26,353 $3.1M 0.52% -15,701 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: 20,416 shares; 2024Q4: 20,363 shares; 2025Q1: 8,291 shares; 2025Q2: 8,191 shares; 2025Q3: 8,056 shares; 2025Q4: 7,356 shares; 2026Q1: 7,956 shares; 2026Q2: 7,956 shares 7,956 $2.6M 0.44% 0 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: 70,805 shares; 2024Q4: 70,049 shares; 2025Q1: 8,987 shares; 2025Q2: 8,594 shares; 2025Q3: 8,894 shares; 2025Q4: 8,994 shares; 2026Q1: 9,094 shares; 2026Q2: 9,194 shares 9,194 $1.84M 0.31% +100 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: 8,474 shares; 2024Q4: 8,977 shares; 2025Q1: 5,380 shares; 2025Q2: 5,380 shares; 2025Q3: 5,467 shares; 2025Q4: 5,967 shares; 2026Q1: 6,567 shares; 2026Q2: 6,567 shares 6,567 $1.65M 0.28% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,400 shares; 2024Q4: 141,598 shares; 2025Q1: 61,641 shares; 2025Q2: 22,533 shares; 2025Q3: 22,377 shares; 2025Q4: 22,352 shares; 2026Q1: 22,352 shares; 2026Q2: 11,149 shares 11,149 $1.65M 0.28% -11,203 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: 2,875 shares; 2024Q4: 14,899 shares; 2025Q1: 5,000 shares; 2025Q2: 6,201 shares; 2025Q3: 6,389 shares; 2025Q4: 6,373 shares; 2026Q1: 6,779 shares; 2026Q2: 7,009 shares 7,009 $1.49M 0.25% +230 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: 10,190 shares; 2024Q4: 10,890 shares; 2025Q1: 7,300 shares; 2025Q2: 7,400 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares 5,900 $1.45M 0.24% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,801 shares; 2024Q4: 2,900 shares; 2025Q1: 2,843 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $1.38M 0.23% 0 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: 8,700 shares; 2024Q4: 5,900 shares; 2025Q1: 6,700 shares; 2025Q2: 7,100 shares; 2025Q3: 6,600 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $1.34M 0.23% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 1,661 shares; 2025Q2: 2,561 shares; 2025Q3: 3,700 shares; 2025Q4: 4,800 shares; 2026Q1: 4,900 shares; 2026Q2: 4,700 shares 4,700 $1.28M 0.22% -200 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: 19,867 shares; 2024Q4: 19,238 shares; 2025Q1: 5,186 shares; 2025Q2: 5,488 shares; 2025Q3: 6,513 shares; 2025Q4: 6,616 shares; 2026Q1: 4,819 shares; 2026Q2: 9,621 shares 9,621 $1.24M 0.21% +4,802 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 3,400 shares; 2025Q3: 3,700 shares; 2025Q4: 5,600 shares; 2026Q1: 6,300 shares; 2026Q2: 6,700 shares 6,700 $1.15M 0.19% +400 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,100 shares; 2024Q4: 5,600 shares; 2025Q1: 6,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,700 shares; 2025Q4: 9,500 shares; 2026Q1: 9,700 shares; 2026Q2: 9,750 shares 9,750 $1.15M 0.19% +50 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 3,244 shares; 2025Q1: 4,607 shares; 2025Q2: 4,800 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $1.15M 0.19% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,678 shares; 2024Q4: 37,951 shares; 2025Q1: 16,437 shares; 2025Q2: 19,740 shares; 2025Q3: 19,743 shares; 2025Q4: 19,746 shares; 2026Q1: 19,749 shares; 2026Q2: 19,752 shares 19,752 $1.13M 0.19% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,100 shares; 2026Q1: 3,700 shares; 2026Q2: 4,000 shares 4,000 $1.12M 0.19% +300 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: 2,127 shares; 2024Q4: 3,327 shares; 2025Q1: 3,437 shares; 2025Q2: 3,329 shares; 2025Q3: 4,129 shares; 2025Q4: 3,229 shares; 2026Q1: 3,129 shares; 2026Q2: 3,025 shares 3,025 $1.11M 0.19% -104 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 1,230 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 1,141 shares 1,141 $1.1M 0.18% 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: 16,469 shares; 2024Q4: 15,269 shares; 2025Q1: 15,800 shares; 2025Q2: 15,900 shares; 2025Q3: 3,504 shares; 2025Q4: 7,704 shares; 2026Q1: 7,704 shares; 2026Q2: 7,704 shares 7,704 $1.08M 0.18% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,938 shares; 2024Q4: 7,002 shares; 2025Q1: 9,546 shares; 2025Q2: 9,550 shares; 2025Q3: 11,154 shares; 2025Q4: 12,058 shares; 2026Q1: 12,061 shares; 2026Q2: 12,265 shares 12,265 $1.08M 0.18% +204 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: 14,444 shares; 2024Q4: 14,405 shares; 2025Q1: 2,689 shares; 2025Q2: 2,687 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 2,786 shares; 2026Q2: 2,786 shares 2,786 $1.04M 0.18% 0 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: 42,256 shares; 2024Q4: 42,398 shares; 2025Q1: 3,246 shares; 2025Q2: 3,100 shares; 2025Q3: 3,315 shares; 2025Q4: 3,315 shares; 2026Q1: 3,315 shares; 2026Q2: 3,426 shares 3,426 $991K 0.17% +111 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,637 shares; 2025Q1: 3,437 shares; 2025Q2: 3,337 shares; 2025Q3: 3,337 shares; 2025Q4: 2,737 shares; 2026Q1: 2,737 shares; 2026Q2: 2,737 shares 2,737 $970K 0.16% 0 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: 6,288 shares; 2024Q4: 6,385 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,372 shares; 2025Q4: 2,872 shares; 2026Q1: 1,872 shares; 2026Q2: 1,872 shares 1,872 $954K 0.16% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,347 shares; 2024Q4: 8,351 shares; 2025Q1: 2,744 shares; 2025Q2: 3,244 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,500 shares 3,500 $946K 0.16% +300 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: 14,049 shares; 2024Q4: 13,249 shares; 2025Q1: 3,090 shares; 2025Q2: 2,766 shares; 2025Q3: 1,866 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares; 2026Q2: 3,666 shares 3,666 $931K 0.16% +1,900 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: 17,500 shares; 2024Q4: 21,300 shares; 2025Q1: 27,400 shares; 2025Q2: 27,400 shares; 2025Q3: 30,900 shares; 2025Q4: 32,400 shares; 2026Q1: 33,500 shares; 2026Q2: 27,500 shares 27,500 $879K 0.15% -6,000 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: 14,523 shares; 2024Q4: 11,190 shares; 2025Q1: 4,520 shares; 2025Q2: 5,323 shares; 2025Q3: 4,789 shares; 2025Q4: 4,489 shares; 2026Q1: 5,197 shares; 2026Q2: 6,413 shares 6,413 $868K 0.15% +1,216 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,200 shares; 2025Q2: 20,200 shares; 2025Q3: 15,200 shares; 2025Q4: 24,200 shares; 2026Q1: 24,200 shares; 2026Q2: 19,200 shares 19,200 $866K 0.15% -5,000 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: 10,507 shares; 2024Q4: 11,107 shares; 2025Q1: 10,833 shares; 2025Q2: 10,900 shares; 2025Q3: 9,100 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $861K 0.14% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,529 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,142 shares; 2025Q4: 6,142 shares; 2026Q1: 6,142 shares; 2026Q2: 6,142 shares 6,142 $858K 0.14% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,850 shares; 2024Q4: 8,498 shares; 2025Q1: 8,455 shares; 2025Q2: 8,555 shares; 2025Q3: 8,562 shares; 2025Q4: 5,062 shares; 2026Q1: 4,562 shares; 2026Q2: 6,462 shares 6,462 $838K 0.14% +1,900 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $831K 0.14% 0 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: 1,987 shares; 2024Q4: 2,152 shares; 2025Q1: 1,683 shares; 2025Q2: 1,783 shares; 2025Q3: 1,947 shares; 2025Q4: 2,047 shares; 2026Q1: 2,147 shares; 2026Q2: 2,247 shares 2,247 $803K 0.14% +100 Timeline CMS CMS ENERGY CORP More: the full row for CMS 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: 4,800 shares; 2025Q4: 6,800 shares; 2026Q1: 10,000 shares; 2026Q2: 10,400 shares 10,400 $796K 0.13% +400 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: 1,519 shares; 2024Q4: 1,518 shares; 2025Q1: 1,070 shares; 2025Q2: 1,046 shares; 2025Q3: 1,048 shares; 2025Q4: 1,027 shares; 2026Q1: 1,028 shares; 2026Q2: 1,030 shares 1,030 $769K 0.13% +2 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: 4,845 shares; 2024Q4: 5,146 shares; 2025Q1: 5,800 shares; 2025Q2: 6,200 shares; 2025Q3: 5,600 shares; 2025Q4: 4,400 shares; 2026Q1: 4,000 shares; 2026Q2: 4,011 shares 4,011 $761K 0.13% +11 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: 37,621 shares; 2024Q4: 37,662 shares; 2025Q1: 13,000 shares; 2025Q2: 13,100 shares; 2025Q3: 13,100 shares; 2025Q4: 15,100 shares; 2026Q1: 14,200 shares; 2026Q2: 9,100 shares 9,100 $740K 0.12% -5,100 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: 1,941 shares; 2024Q4: 1,333 shares; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $723K 0.12% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 3,092 shares; 2026Q1: 4,092 shares; 2026Q2: 4,100 shares 4,100 $688K 0.12% +8 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: 3,600 shares; 2024Q4: 4,400 shares; 2025Q1: 6,800 shares; 2025Q2: 7,200 shares; 2025Q3: 8,200 shares; 2025Q4: 2,900 shares; 2026Q1: 4,200 shares; 2026Q2: 5,500 shares 5,500 $667K 0.11% +1,300 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: 47,466 shares; 2024Q4: 36,153 shares; 2025Q1: 15,914 shares; 2025Q2: 11,872 shares; 2025Q3: 17,003 shares; 2025Q4: 24,641 shares; 2026Q1: 27,646 shares; 2026Q2: 27,652 shares 27,652 $666K 0.11% +6 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: 876 shares; 2024Q4: 960 shares; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 624 shares 624 $664K 0.11% +20 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 4,800 shares 4,800 $657K 0.11% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 2,800 shares; 2026Q2: 5,200 shares 5,200 $657K 0.11% +2,400 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,100 shares; 2026Q1: 4,500 shares; 2026Q2: 5,000 shares 5,000 $633K 0.11% +500 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: 30,860 shares; 2024Q4: 26,851 shares; 2025Q1: 5,781 shares; 2025Q2: 5,781 shares; 2025Q3: 5,781 shares; 2025Q4: 5,781 shares; 2026Q1: 5,281 shares; 2026Q2: 5,162 shares 5,162 $606K 0.1% -119 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,372 shares 1,372 $595K 0.1% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 10,000 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 9,900 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 5,000 shares 5,000 $574K 0.1% -2,500 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,149 shares; 2024Q4: 14,963 shares; 2025Q1: 6,874 shares; 2025Q2: 6,874 shares; 2025Q3: 7,857 shares; 2025Q4: 3,157 shares; 2026Q1: 3,957 shares; 2026Q2: 3,874 shares 3,874 $568K 0.1% -83 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: 5,063 shares; 2024Q4: 5,096 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,600 shares 1,600 $564K 0.1% -32 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: 6,109 shares; 2024Q4: 6,838 shares; 2025Q1: 2,900 shares; 2025Q2: 3,400 shares; 2025Q3: 3,200 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $528K 0.09% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,350 shares 2,350 $526K 0.09% new Timeline LEA LEAR CORP More: the full row for LEAR 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: 3,900 shares; 2026Q2: 3,900 shares 3,900 $523K 0.09% 0 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: 2,350 shares 2,350 $520K 0.09% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,400 shares 16,400 $518K 0.09% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 4,800 shares 4,800 $497K 0.08% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,632 shares; 2024Q4: 8,987 shares; 2025Q1: 3,574 shares; 2025Q2: 3,574 shares; 2025Q3: 3,774 shares; 2025Q4: 3,774 shares; 2026Q1: 2,974 shares; 2026Q2: 2,974 shares 2,974 $493K 0.08% 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: 5,481 shares; 2024Q4: 5,089 shares; 2025Q1: 4,608 shares; 2025Q2: 4,608 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares; 2026Q1: 4,608 shares; 2026Q2: 5,308 shares 5,308 $482K 0.08% +700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,200 shares 4,200 $467K 0.08% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $441K 0.07% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,121 shares; 2025Q1: 2,500 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $424K 0.07% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $423K 0.07% 0 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: 35,366 shares; 2024Q4: 25,123 shares; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $416K 0.07% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,434 shares; 2024Q4: 14,401 shares; 2025Q1: 1,181 shares; 2025Q2: 1,466 shares; 2025Q3: 1,652 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares; 2026Q2: 1,652 shares 1,652 $394K 0.07% 0 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: 19,905 shares; 2024Q4: 19,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares 1,060 $375K 0.06% 0 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: 1,542 shares; 2024Q4: 1,542 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,200 shares 1,200 $358K 0.06% -300 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: 5,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $342K 0.06% 0 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: 2,160 shares; 2024Q4: 2,379 shares; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 2,681 shares; 2026Q2: 2,654 shares 2,654 $330K 0.06% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares 1,805 $305K 0.05% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,799 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,751 shares; 2025Q3: 14,756 shares; 2025Q4: 13,699 shares; 2026Q1: 13,703 shares; 2026Q2: 14,660 shares 14,660 $303K 0.05% +957 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: 3,858 shares; 2024Q4: 3,884 shares; 2025Q1: not reported; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $285K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,225 shares; 2024Q4: 10,826 shares; 2025Q1: 8,990 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,896 shares; 2026Q2: 4,898 shares 4,898 $283K 0.05% -1,998 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,106 shares; 2024Q4: 9,406 shares; 2025Q1: 9,200 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 5,100 shares 5,100 $257K 0.04% -1,400 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: 8,467 shares; 2024Q4: 7,559 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $257K 0.04% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $256K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600 $255K 0.04% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 8,567 shares; 2026Q1: 9,202 shares; 2026Q2: 9,202 shares 9,202 $254K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 8,100 shares; 2025Q1: 5,500 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $243K 0.04% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,439 shares; 2024Q4: 1,492 shares; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 394 shares; 2026Q2: 394 shares 394 $222K 0.04% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,906 shares; 2024Q4: 1,912 shares; 2025Q1: 1,920 shares; 2025Q2: 1,927 shares; 2025Q3: 1,934 shares; 2025Q4: 1,941 shares; 2026Q1: not reported; 2026Q2: 1,957 shares 1,957 $211K 0.04% new Timeline