IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,005 shares; 2024Q4: 157,155 shares; 2025Q1: 159,117 shares; 2025Q2: 163,446 shares; 2025Q3: 168,574 shares; 2025Q4: 170,844 shares; 2026Q1: 171,969 shares; 2026Q2: 175,250 shares 175,250 $131M 14.35% +3,281 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: 116,811 shares; 2024Q4: 120,118 shares; 2025Q1: 119,453 shares; 2025Q2: 119,740 shares; 2025Q3: 120,667 shares; 2025Q4: 120,279 shares; 2026Q1: 120,210 shares; 2026Q2: 120,537 shares 120,537 $88.8M 9.71% +327 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: 52,502 shares; 2024Q4: 52,985 shares; 2025Q1: 55,460 shares; 2025Q2: 73,288 shares; 2025Q3: 72,891 shares; 2025Q4: 74,004 shares; 2026Q1: 81,213 shares; 2026Q2: 80,417 shares 80,417 $60.1M 6.57% -796 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: 206,196 shares; 2024Q4: 218,543 shares; 2025Q1: 214,153 shares; 2025Q2: 215,471 shares; 2025Q3: 217,075 shares; 2025Q4: 215,661 shares; 2026Q1: 216,333 shares; 2026Q2: 215,020 shares 215,020 $43M 4.71% -1,313 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: 110,501 shares; 2024Q4: 112,464 shares; 2025Q1: 113,606 shares; 2025Q2: 111,539 shares; 2025Q3: 111,467 shares; 2025Q4: 112,912 shares; 2026Q1: 115,377 shares; 2026Q2: 114,619 shares 114,619 $42.8M 4.68% -758 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: 124,360 shares; 2024Q4: 136,570 shares; 2025Q1: 134,945 shares; 2025Q2: 133,940 shares; 2025Q3: 133,893 shares; 2025Q4: 148,243 shares; 2026Q1: 148,829 shares; 2026Q2: 147,101 shares 147,101 $42.6M 4.66% -1,728 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: 363,038 shares; 2024Q4: 381,267 shares; 2025Q1: 385,488 shares; 2025Q2: 385,633 shares; 2025Q3: 396,162 shares; 2025Q4: 400,512 shares; 2026Q1: 410,619 shares; 2026Q2: 416,594 shares 416,594 $32.1M 3.51% +5,975 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,835 shares; 2024Q4: 186,968 shares; 2025Q1: 189,130 shares; 2025Q2: 189,442 shares; 2025Q3: 197,507 shares; 2025Q4: 200,726 shares; 2026Q1: 206,133 shares; 2026Q2: 208,614 shares 208,614 $30.9M 3.38% +2,481 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: 60,789 shares; 2024Q4: 64,976 shares; 2025Q1: 69,781 shares; 2025Q2: 70,294 shares; 2025Q3: 72,567 shares; 2025Q4: 78,330 shares; 2026Q1: 78,871 shares; 2026Q2: 79,070 shares 79,070 $28.3M 3.09% +199 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: 77,474 shares; 2024Q4: 80,202 shares; 2025Q1: 80,037 shares; 2025Q2: 79,918 shares; 2025Q3: 79,881 shares; 2025Q4: 80,399 shares; 2026Q1: 80,885 shares; 2026Q2: 80,935 shares 80,935 $26.5M 2.9% +50 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: 68,702 shares; 2024Q4: 74,874 shares; 2025Q1: 74,314 shares; 2025Q2: 74,303 shares; 2025Q3: 73,649 shares; 2025Q4: 72,706 shares; 2026Q1: 72,654 shares; 2026Q2: 72,465 shares 72,465 $24.9M 2.72% -189 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: 9,403 shares; 2024Q4: 10,144 shares; 2025Q1: 10,569 shares; 2025Q2: 26,830 shares; 2025Q3: 27,601 shares; 2025Q4: 27,575 shares; 2026Q1: 27,032 shares; 2026Q2: 26,760 shares 26,760 $20.4M 2.23% -272 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: 47,466 shares; 2024Q4: 54,663 shares; 2025Q1: 56,631 shares; 2025Q2: 60,520 shares; 2025Q3: 73,137 shares; 2025Q4: 76,269 shares; 2026Q1: 85,443 shares; 2026Q2: 85,521 shares 85,521 $20.4M 2.23% +78 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,245 shares; 2024Q4: 14,024 shares; 2025Q1: 14,510 shares; 2025Q2: 14,804 shares; 2025Q3: 15,269 shares; 2025Q4: 15,535 shares; 2026Q1: 15,741 shares; 2026Q2: 15,845 shares 15,845 $15.5M 1.7% +104 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: 120,390 shares; 2024Q4: 127,071 shares; 2025Q1: 129,635 shares; 2025Q2: 130,338 shares; 2025Q3: 132,109 shares; 2025Q4: 136,064 shares; 2026Q1: 136,044 shares; 2026Q2: 136,003 shares 136,003 $15.4M 1.68% -41 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: 97,902 shares; 2024Q4: 97,739 shares; 2025Q1: 96,590 shares; 2025Q2: 95,611 shares; 2025Q3: 93,075 shares; 2025Q4: 91,926 shares; 2026Q1: 90,275 shares; 2026Q2: 90,142 shares 90,142 $14.8M 1.62% -133 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,858 shares; 2024Q4: 57,580 shares; 2025Q1: 56,286 shares; 2025Q2: 55,609 shares; 2025Q3: 53,935 shares; 2025Q4: 53,650 shares; 2026Q1: 52,316 shares; 2026Q2: 51,730 shares 51,730 $14.8M 1.62% -586 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: 16,984 shares; 2024Q4: 22,188 shares; 2025Q1: 21,603 shares; 2025Q2: 22,126 shares; 2025Q3: 22,753 shares; 2025Q4: 23,207 shares; 2026Q1: 23,935 shares; 2026Q2: 24,284 shares 24,284 $13.7M 1.5% +349 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: 12,018 shares; 2024Q4: 12,730 shares; 2025Q1: 12,859 shares; 2025Q2: 12,892 shares; 2025Q3: 13,093 shares; 2025Q4: 13,308 shares; 2026Q1: 13,444 shares; 2026Q2: 13,668 shares 13,668 $12.8M 1.4% +224 Timeline VTV 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: 6,738 shares; 2024Q4: 20,333 shares; 2025Q1: 21,204 shares; 2025Q2: 29,567 shares; 2025Q3: 31,836 shares; 2025Q4: 38,669 shares; 2026Q1: 47,280 shares; 2026Q2: 48,725 shares 48,725 $10.6M 1.16% +1,445 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: 25,480 shares; 2024Q4: 26,120 shares; 2025Q1: 25,368 shares; 2025Q2: 16,538 shares; 2025Q3: 13,691 shares; 2025Q4: 7,509 shares; 2026Q1: 7,436 shares; 2026Q2: 7,913 shares 7,913 $9.49M 1.04% +477 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: 17,790 shares; 2024Q4: 17,877 shares; 2025Q1: 17,533 shares; 2025Q2: 17,352 shares; 2025Q3: 17,130 shares; 2025Q4: 16,732 shares; 2026Q1: 16,920 shares; 2026Q2: 16,954 shares 16,954 $8.64M 0.94% +34 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: 83,236 shares; 2024Q4: 81,229 shares; 2025Q1: 78,916 shares; 2025Q2: 80,513 shares; 2025Q3: 81,179 shares; 2025Q4: 82,621 shares; 2026Q1: 84,670 shares; 2026Q2: 87,962 shares 87,962 $8.49M 0.93% +3,292 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: 16,552 shares; 2024Q4: 16,861 shares; 2025Q1: 16,814 shares; 2025Q2: 17,058 shares; 2025Q3: 17,082 shares; 2025Q4: 16,725 shares; 2026Q1: 16,593 shares; 2026Q2: 16,207 shares 16,207 $8.32M 0.91% -386 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,591 shares; 2024Q4: 16,735 shares; 2025Q1: 16,566 shares; 2025Q2: 16,427 shares; 2025Q3: 16,147 shares; 2025Q4: 16,079 shares; 2026Q1: 16,096 shares; 2026Q2: 15,804 shares 15,804 $8.26M 0.9% -292 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,834 shares; 2024Q4: 11,637 shares; 2025Q1: 12,647 shares; 2025Q2: 13,249 shares; 2025Q3: 14,023 shares; 2025Q4: 14,644 shares; 2026Q1: 15,747 shares; 2026Q2: 16,508 shares 16,508 $8.11M 0.89% +761 Timeline XLE 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: 62,425 shares; 2024Q4: 66,119 shares; 2025Q1: 68,347 shares; 2025Q2: 68,879 shares; 2025Q3: 68,357 shares; 2025Q4: 132,590 shares; 2026Q1: 133,509 shares; 2026Q2: 131,503 shares 131,503 $6.98M 0.76% -2,006 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: 39,947 shares; 2024Q4: 29,140 shares; 2025Q1: 29,193 shares; 2025Q2: 27,755 shares; 2025Q3: 26,573 shares; 2025Q4: 25,376 shares; 2026Q1: 24,761 shares; 2026Q2: 23,436 shares 23,436 $6.33M 0.69% -1,325 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: 65,750 shares; 2024Q4: 63,285 shares; 2025Q1: 62,487 shares; 2025Q2: 64,644 shares; 2025Q3: 65,402 shares; 2025Q4: 66,638 shares; 2026Q1: 68,320 shares; 2026Q2: 70,623 shares 70,623 $5.85M 0.64% +2,303 Timeline VOE 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: 32,871 shares; 2024Q4: 33,387 shares; 2025Q1: 32,921 shares; 2025Q2: 32,223 shares; 2025Q3: 31,730 shares; 2025Q4: 30,389 shares; 2026Q1: 29,809 shares; 2026Q2: 29,209 shares 29,209 $5.77M 0.63% -600 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,709 shares; 2024Q4: 18,977 shares; 2025Q1: 18,977 shares; 2025Q2: 18,948 shares; 2025Q3: 18,504 shares; 2025Q4: 17,947 shares; 2026Q1: 17,431 shares; 2026Q2: 69,724 shares 69,724 $5.62M 0.61% +52,293 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,703 shares; 2025Q1: 27,182 shares; 2025Q2: 40,456 shares; 2025Q3: 42,931 shares; 2025Q4: 44,393 shares; 2026Q1: 45,298 shares; 2026Q2: 45,563 shares 45,563 $5.32M 0.58% +265 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: 35,962 shares; 2024Q4: 36,493 shares; 2025Q1: 36,179 shares; 2025Q2: 35,507 shares; 2025Q3: 34,598 shares; 2025Q4: 33,834 shares; 2026Q1: 33,426 shares; 2026Q2: 32,843 shares 32,843 $4.85M 0.53% -583 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: 2,053 shares; 2024Q4: 1,611 shares; 2025Q1: 833 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares; 2025Q4: 2,159 shares; 2026Q1: 9,142 shares; 2026Q2: 11,126 shares 11,126 $4.68M 0.51% +1,984 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: 30,321 shares; 2024Q4: 31,130 shares; 2025Q1: 30,488 shares; 2025Q2: 30,492 shares; 2025Q3: 30,495 shares; 2025Q4: 31,522 shares; 2026Q1: 31,972 shares; 2026Q2: 32,346 shares 32,346 $4.42M 0.48% +374 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: 11,080 shares; 2024Q4: 13,574 shares; 2025Q1: 15,055 shares; 2025Q2: 16,208 shares; 2025Q3: 18,318 shares; 2025Q4: 20,685 shares; 2026Q1: 22,801 shares; 2026Q2: 24,055 shares 24,055 $3.99M 0.44% +1,254 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: 15,244 shares; 2024Q4: 15,558 shares; 2025Q1: 15,452 shares; 2025Q2: 14,728 shares; 2025Q3: 14,598 shares; 2025Q4: 15,100 shares; 2026Q1: 15,318 shares; 2026Q2: 15,202 shares 15,202 $3.86M 0.42% -116 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: 3,232 shares; 2024Q4: 3,318 shares; 2025Q1: 3,475 shares; 2025Q2: 3,477 shares; 2025Q3: 3,486 shares; 2025Q4: 3,455 shares; 2026Q1: 3,537 shares; 2026Q2: 3,593 shares 3,593 $3.83M 0.42% +56 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: 14,614 shares; 2024Q4: 14,755 shares; 2025Q1: 14,056 shares; 2025Q2: 13,465 shares; 2025Q3: 12,881 shares; 2025Q4: 11,806 shares; 2026Q1: 10,827 shares; 2026Q2: 10,248 shares 10,248 $3.61M 0.4% -579 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: 30,089 shares; 2024Q4: 30,111 shares; 2025Q1: 29,298 shares; 2025Q2: 28,288 shares; 2025Q3: 27,020 shares; 2025Q4: 25,737 shares; 2026Q1: 26,504 shares; 2026Q2: 25,917 shares 25,917 $3.51M 0.38% -587 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 37,912 shares; 2026Q1: 40,599 shares; 2026Q2: 47,560 shares 47,560 $3.4M 0.37% +6,961 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,102 shares; 2024Q4: 14,500 shares; 2025Q1: 175,000 shares; 2025Q2: 205,000 shares; 2025Q3: 160,000 shares; 2025Q4: 135,000 shares; 2026Q1: 110,000 shares; 2026Q2: 100,000 shares 100,000 $3.39M 0.37% -10,000 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: 8,201 shares; 2024Q4: 12,276 shares; 2025Q1: 7,257 shares; 2025Q2: 5,692 shares; 2025Q3: 9,692 shares; 2025Q4: 16,967 shares; 2026Q1: 6,467 shares; 2026Q2: 11,272 shares 11,272 $3.11M 0.34% +4,805 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: 20,530 shares; 2024Q4: 20,504 shares; 2025Q1: 20,787 shares; 2025Q2: 20,305 shares; 2025Q3: 19,802 shares; 2025Q4: 19,503 shares; 2026Q1: 20,543 shares; 2026Q2: 20,453 shares 20,453 $3M 0.33% -90 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: 1,032 shares; 2024Q4: 1,437 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,503 shares; 2025Q4: 2,896 shares; 2026Q1: 2,908 shares; 2026Q2: 6,728 shares 6,728 $2.48M 0.27% +3,820 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: 902 shares; 2024Q4: 901 shares; 2025Q1: 1,073 shares; 2025Q2: 1,073 shares; 2025Q3: 1,366 shares; 2025Q4: 1,840 shares; 2026Q1: 1,898 shares; 2026Q2: 1,934 shares 1,934 $2.27M 0.25% +36 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 4,150 shares; 2026Q2: 4,150 shares 4,150 $2.25M 0.25% 0 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: 18,294 shares; 2024Q4: 18,296 shares; 2025Q1: 18,340 shares; 2025Q2: 18,312 shares; 2025Q3: 18,315 shares; 2025Q4: 18,319 shares; 2026Q1: 18,324 shares; 2026Q2: 18,365 shares 18,365 $2.16M 0.24% +41 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: 21,609 shares; 2024Q4: 20,195 shares; 2025Q1: 34,634 shares; 2025Q2: 33,444 shares; 2025Q3: 36,144 shares; 2025Q4: 34,803 shares; 2026Q1: 19,592 shares; 2026Q2: 12,957 shares 12,957 $1.9M 0.21% -6,635 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,415 shares; 2024Q4: 15,380 shares; 2025Q1: 15,137 shares; 2025Q2: 14,754 shares; 2025Q3: 14,551 shares; 2025Q4: 13,880 shares; 2026Q1: 13,436 shares; 2026Q2: 13,254 shares 13,254 $1.81M 0.2% -182 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,880 shares; 2024Q4: 3,040 shares; 2025Q1: 2,955 shares; 2025Q2: 3,017 shares; 2025Q3: 3,017 shares; 2025Q4: 3,053 shares; 2026Q1: 3,063 shares; 2026Q2: 3,083 shares 3,083 $1.79M 0.2% +20 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: 2,035 shares; 2024Q4: 2,052 shares; 2025Q1: 2,054 shares; 2025Q2: 2,618 shares; 2025Q3: 2,614 shares; 2025Q4: 2,598 shares; 2026Q1: 2,615 shares; 2026Q2: 2,580 shares 2,580 $1.77M 0.19% -35 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: 6,447 shares; 2024Q4: 6,447 shares; 2025Q1: 6,447 shares; 2025Q2: 6,447 shares; 2025Q3: 6,447 shares; 2025Q4: 6,462 shares; 2026Q1: 6,462 shares; 2026Q2: 6,512 shares 6,512 $1.77M 0.19% +50 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: 3,560 shares; 2024Q4: 3,587 shares; 2025Q1: 3,714 shares; 2025Q2: 3,806 shares; 2025Q3: 3,818 shares; 2025Q4: 3,911 shares; 2026Q1: 3,911 shares; 2026Q2: 3,437 shares 3,437 $1.64M 0.18% -474 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,403 shares; 2025Q1: 5,403 shares; 2025Q2: 5,381 shares; 2025Q3: 5,381 shares; 2025Q4: 5,381 shares; 2026Q1: 5,381 shares; 2026Q2: 5,381 shares 5,381 $1.63M 0.18% 0 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: 20,548 shares; 2024Q4: 20,455 shares; 2025Q1: 19,679 shares; 2025Q2: 18,981 shares; 2025Q3: 18,655 shares; 2025Q4: 18,338 shares; 2026Q1: 19,788 shares; 2026Q2: 19,569 shares 19,569 $1.61M 0.18% -219 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: 5,021 shares; 2025Q1: 4,975 shares; 2025Q2: 4,906 shares; 2025Q3: 4,331 shares; 2025Q4: 4,329 shares; 2026Q1: 4,343 shares; 2026Q2: 4,326 shares 4,326 $1.6M 0.18% -17 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 7,000 shares; 2026Q2: 36,514 shares 36,514 $1.56M 0.17% +29,514 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: 17,708 shares; 2024Q4: 17,624 shares; 2025Q1: 16,780 shares; 2025Q2: 15,885 shares; 2025Q3: 15,542 shares; 2025Q4: 14,906 shares; 2026Q1: 14,311 shares; 2026Q2: 13,656 shares 13,656 $1.49M 0.16% -655 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 6,550 shares; 2025Q1: 6,550 shares; 2025Q2: 6,550 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares; 2026Q1: 6,550 shares; 2026Q2: 6,550 shares 6,550 $1.49M 0.16% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,999 shares; 2024Q4: 3,120 shares; 2025Q1: 2,979 shares; 2025Q2: 2,980 shares; 2025Q3: 3,285 shares; 2025Q4: 3,603 shares; 2026Q1: 3,753 shares; 2026Q2: 3,819 shares 3,819 $1.43M 0.16% +66 Timeline PRK PARK NATL CORP More: the full row for PARK NATL 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: 7,588 shares 7,588 $1.39M 0.15% new 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: 2,421 shares; 2024Q4: 2,571 shares; 2025Q1: 3,699 shares; 2025Q2: 4,315 shares; 2025Q3: 4,385 shares; 2025Q4: 3,969 shares; 2026Q1: 3,685 shares; 2026Q2: 3,702 shares 3,702 $1.31M 0.14% +17 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: not reported; 2024Q4: 929 shares; 2025Q1: 935 shares; 2025Q2: 1,739 shares; 2025Q3: 1,749 shares; 2025Q4: 2,396 shares; 2026Q1: 2,504 shares; 2026Q2: 2,526 shares 2,526 $1.26M 0.14% +22 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: 5,211 shares; 2024Q4: 5,579 shares; 2025Q1: 5,398 shares; 2025Q2: 5,274 shares; 2025Q3: 5,265 shares; 2025Q4: 5,149 shares; 2026Q1: 5,093 shares; 2026Q2: 5,032 shares 5,032 $1.22M 0.13% -61 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,963 shares; 2024Q4: 13,447 shares; 2025Q1: 12,845 shares; 2025Q2: 12,463 shares; 2025Q3: 12,211 shares; 2025Q4: 12,046 shares; 2026Q1: 11,778 shares; 2026Q2: 11,843 shares 11,843 $1.17M 0.13% +65 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: 19,526 shares; 2024Q4: 19,705 shares; 2025Q1: 21,733 shares; 2025Q2: 22,329 shares; 2025Q3: 21,852 shares; 2025Q4: 29,824 shares; 2026Q1: 30,152 shares; 2026Q2: 30,203 shares 30,203 $1.11M 0.12% +51 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948 shares; 2026Q1: 983 shares; 2026Q2: 961 shares 961 $1.11M 0.12% -22 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: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,149 shares 1,149 $1.1M 0.12% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,295 shares; 2026Q1: 4,295 shares; 2026Q2: 4,316 shares 4,316 $1.1M 0.12% +21 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: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares; 2026Q2: 1,084 shares 1,084 $1.1M 0.12% +17 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: 2,604 shares; 2024Q4: 2,607 shares; 2025Q1: 2,757 shares; 2025Q2: 2,824 shares; 2025Q3: 2,775 shares; 2025Q4: 2,703 shares; 2026Q1: 2,712 shares; 2026Q2: 2,786 shares 2,786 $1.05M 0.12% +74 Timeline JMUB 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: not reported; 2026Q2: 20,528 shares 20,528 $1.04M 0.11% new 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: 10,769 shares; 2024Q4: 10,775 shares; 2025Q1: 10,993 shares; 2025Q2: 10,999 shares; 2025Q3: 10,894 shares; 2025Q4: 11,552 shares; 2026Q1: 11,604 shares; 2026Q2: 11,432 shares 11,432 $1.04M 0.11% -172 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: 8,110 shares; 2024Q4: 8,196 shares; 2025Q1: 8,239 shares; 2025Q2: 7,774 shares; 2025Q3: 7,774 shares; 2025Q4: 7,895 shares; 2026Q1: 7,895 shares; 2026Q2: 7,948 shares 7,948 $1.02M 0.11% +53 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: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,922 shares; 2026Q1: 1,922 shares; 2026Q2: 7,628 shares 7,628 $947K 0.1% +5,706 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,211 shares; 2024Q4: 10,651 shares; 2025Q1: 10,549 shares; 2025Q2: 10,453 shares; 2025Q3: 10,288 shares; 2025Q4: 10,160 shares; 2026Q1: 10,285 shares; 2026Q2: 9,980 shares 9,980 $944K 0.1% -305 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,878 shares; 2024Q4: 35,389 shares; 2025Q1: 34,353 shares; 2025Q2: 36,029 shares; 2025Q3: 34,256 shares; 2025Q4: 32,760 shares; 2026Q1: 31,254 shares; 2026Q2: 30,906 shares 30,906 $942K 0.1% -348 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: 25,172 shares; 2024Q4: 23,038 shares; 2025Q1: 23,687 shares; 2025Q2: 23,587 shares; 2025Q3: 23,180 shares; 2025Q4: 22,030 shares; 2026Q1: 21,995 shares; 2026Q2: 21,975 shares 21,975 $930K 0.1% -20 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,481 shares; 2024Q4: 4,418 shares; 2025Q1: 4,408 shares; 2025Q2: 4,205 shares; 2025Q3: 4,193 shares; 2025Q4: 4,194 shares; 2026Q1: 4,181 shares; 2026Q2: 4,099 shares 4,099 $930K 0.1% -82 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: 4,425 shares; 2024Q4: 4,523 shares; 2025Q1: 4,653 shares; 2025Q2: 4,653 shares; 2025Q3: 4,730 shares; 2025Q4: 4,720 shares; 2026Q1: 4,740 shares; 2026Q2: 4,810 shares 4,810 $913K 0.1% +70 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,809 shares; 2025Q1: 1,975 shares; 2025Q2: 1,780 shares; 2025Q3: 1,770 shares; 2025Q4: 1,761 shares; 2026Q1: 1,757 shares; 2026Q2: 10,492 shares 10,492 $904K 0.1% +8,735 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: 2,163 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 1,985 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares; 2026Q2: 2,115 shares 2,115 $901K 0.1% +100 Timeline VRP 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: 42,353 shares; 2024Q4: 42,724 shares; 2025Q1: 42,532 shares; 2025Q2: 39,833 shares; 2025Q3: 39,684 shares; 2025Q4: 35,978 shares; 2026Q1: 36,652 shares; 2026Q2: 36,043 shares 36,043 $876K 0.1% -609 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $842K 0.09% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $835K 0.09% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,135 shares; 2024Q4: 10,150 shares; 2025Q1: 10,396 shares; 2025Q2: 10,404 shares; 2025Q3: 10,412 shares; 2025Q4: 10,175 shares; 2026Q1: 10,175 shares; 2026Q2: 10,214 shares 10,214 $830K 0.09% +39 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: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 7,746 shares; 2025Q2: 7,746 shares; 2025Q3: 7,632 shares; 2025Q4: 7,632 shares; 2026Q1: 7,632 shares; 2026Q2: 7,632 shares 7,632 $820K 0.09% 0 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: 23,690 shares; 2024Q4: 23,930 shares; 2025Q1: 22,373 shares; 2025Q2: 21,857 shares; 2025Q3: 20,913 shares; 2025Q4: 20,529 shares; 2026Q1: 19,357 shares; 2026Q2: 17,686 shares 17,686 $805K 0.09% -1,671 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,600 shares; 2024Q4: 21,600 shares; 2025Q1: 21,792 shares; 2025Q2: 21,792 shares; 2025Q3: 21,792 shares; 2025Q4: 21,600 shares; 2026Q1: 21,600 shares; 2026Q2: 21,759 shares 21,759 $804K 0.09% +159 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: 3,560 shares; 2024Q4: 3,561 shares; 2025Q1: 3,563 shares; 2025Q2: 3,564 shares; 2025Q3: 3,566 shares; 2025Q4: 3,593 shares; 2026Q1: 3,586 shares; 2026Q2: 3,588 shares 3,588 $800K 0.09% +2 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: 3,126 shares; 2024Q4: 3,138 shares; 2025Q1: 2,946 shares; 2025Q2: 2,952 shares; 2025Q3: 2,957 shares; 2025Q4: 2,964 shares; 2026Q1: 2,970 shares; 2026Q2: 2,975 shares 2,975 $733K 0.08% +5 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: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares; 2026Q2: 2,742 shares 2,742 $714K 0.08% +200 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: 4,541 shares; 2024Q4: 4,567 shares; 2025Q1: 4,568 shares; 2025Q2: 4,568 shares; 2025Q3: 4,568 shares; 2025Q4: 4,548 shares; 2026Q1: 4,522 shares; 2026Q2: 4,537 shares 4,537 $687K 0.08% +15 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: 7,618 shares; 2024Q4: 2,693 shares; 2025Q1: 2,723 shares; 2025Q2: 2,737 shares; 2025Q3: 2,740 shares; 2025Q4: 2,669 shares; 2026Q1: 2,692 shares; 2026Q2: 2,709 shares 2,709 $682K 0.07% +17 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: 810 shares; 2026Q1: 811 shares; 2026Q2: 817 shares 817 $590K 0.06% +6 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,051 shares; 2024Q4: 3,050 shares; 2025Q1: 3,040 shares; 2025Q2: 3,115 shares; 2025Q3: 3,116 shares; 2025Q4: 3,101 shares; 2026Q1: 3,102 shares; 2026Q2: 3,102 shares 3,102 $590K 0.06% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $578K 0.06% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares; 2026Q1: 276 shares; 2026Q2: 289 shares 289 $575K 0.06% +13 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,227 shares; 2024Q4: 30,239 shares; 2025Q1: 30,352 shares; 2025Q2: 30,767 shares; 2025Q3: 30,083 shares; 2025Q4: 30,083 shares; 2026Q1: 29,236 shares; 2026Q2: 29,736 shares 29,736 $569K 0.06% +500 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares; 2026Q2: 2,731 shares 2,731 $563K 0.06% -34 Timeline PPA 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: 3,189 shares; 2026Q1: 3,189 shares; 2026Q2: 3,189 shares 3,189 $563K 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 2,614 shares; 2026Q1: 2,598 shares; 2026Q2: 2,892 shares 2,892 $551K 0.06% +294 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 2,314 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,314 shares; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares; 2026Q2: 2,299 shares 2,299 $547K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,911 shares 3,911 $546K 0.06% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,511 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares; 2026Q1: 1,570 shares; 2026Q2: 1,482 shares 1,482 $542K 0.06% -88 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,567 shares; 2024Q4: 2,314 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: 1,870 shares; 2026Q1: 1,893 shares; 2026Q2: 1,907 shares 1,907 $536K 0.06% +14 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: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares; 2026Q2: 4,802 shares 4,802 $530K 0.06% +282 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: 1,933 shares; 2024Q4: 2,146 shares; 2025Q1: 2,347 shares; 2025Q2: 2,548 shares; 2025Q3: 2,604 shares; 2025Q4: 3,664 shares; 2026Q1: 6,730 shares; 2026Q2: 2,785 shares 2,785 $515K 0.06% -3,945 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,358 shares; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,251 shares 3,251 $509K 0.06% +51 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: 29,282 shares; 2024Q4: 30,097 shares; 2025Q1: 30,048 shares; 2025Q2: 3,741 shares; 2025Q3: 1,263 shares; 2025Q4: 1,213 shares; 2026Q1: 1,183 shares; 2026Q2: 1,202 shares 1,202 $503K 0.06% +19 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 6,301 shares; 2026Q1: 6,301 shares; 2026Q2: 6,258 shares 6,258 $497K 0.05% -43 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $490K 0.05% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,406 shares; 2024Q4: 6,424 shares; 2025Q1: 6,442 shares; 2025Q2: 6,458 shares; 2025Q3: 6,225 shares; 2025Q4: 6,240 shares; 2026Q1: 6,642 shares; 2026Q2: 6,782 shares 6,782 $488K 0.05% +140 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $470K 0.05% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,391 shares; 2026Q1: 3,391 shares; 2026Q2: 3,426 shares 3,426 $469K 0.05% +35 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: 14,153 shares; 2024Q4: 12,937 shares; 2025Q1: 11,992 shares; 2025Q2: 11,305 shares; 2025Q3: 11,001 shares; 2025Q4: 19,577 shares; 2026Q1: 19,221 shares; 2026Q2: 19,427 shares 19,427 $468K 0.05% +206 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V 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: 70,000 shares; 2026Q2: 80,000 shares 80,000 $459K 0.05% +10,000 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: 4,015 shares; 2024Q4: 4,087 shares; 2025Q1: 5,289 shares; 2025Q2: 5,101 shares; 2025Q3: 5,102 shares; 2025Q4: 4,800 shares; 2026Q1: 3,801 shares; 2026Q2: 3,899 shares 3,899 $458K 0.05% +98 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: 12,534 shares; 2024Q4: 12,534 shares; 2025Q1: 12,534 shares; 2025Q2: 12,534 shares; 2025Q3: 12,534 shares; 2025Q4: 12,534 shares; 2026Q1: 12,534 shares; 2026Q2: 13,034 shares 13,034 $454K 0.05% +500 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: 3,520 shares; 2024Q4: 3,520 shares; 2025Q1: 3,774 shares; 2025Q2: 3,774 shares; 2025Q3: 3,766 shares; 2025Q4: 3,512 shares; 2026Q1: 3,512 shares; 2026Q2: 3,512 shares 3,512 $445K 0.05% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,625 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,625 shares; 2025Q4: 4,625 shares; 2026Q1: 4,625 shares; 2026Q2: 4,625 shares 4,625 $438K 0.05% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 2,997 shares; 2025Q1: 2,847 shares; 2025Q2: 2,847 shares; 2025Q3: 2,836 shares; 2025Q4: 2,836 shares; 2026Q1: 2,836 shares; 2026Q2: 2,836 shares 2,836 $432K 0.05% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 596 shares; 2026Q1: 596 shares; 2026Q2: 596 shares 596 $429K 0.05% 0 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: 6,059 shares; 2024Q4: 1,188 shares; 2025Q1: 1,254 shares; 2025Q2: 1,255 shares; 2025Q3: 1,258 shares; 2025Q4: 1,197 shares; 2026Q1: 1,176 shares; 2026Q2: 1,179 shares 1,179 $427K 0.05% +3 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,545 shares 3,545 $422K 0.05% new Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,570 shares; 2024Q4: 7,576 shares; 2025Q1: 7,569 shares; 2025Q2: 7,575 shares; 2025Q3: 7,580 shares; 2025Q4: 7,585 shares; 2026Q1: 7,590 shares; 2026Q2: 7,594 shares 7,594 $417K 0.05% +4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,771 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 1,950 shares 1,950 $408K 0.04% +79 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: 4,568 shares; 2024Q4: 4,624 shares; 2025Q1: 4,695 shares; 2025Q2: 4,695 shares; 2025Q3: 4,695 shares; 2025Q4: 4,568 shares; 2026Q1: 4,568 shares; 2026Q2: 4,598 shares 4,598 $404K 0.04% +30 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 3,043 shares; 2025Q1: 3,760 shares; 2025Q2: 2,269 shares; 2025Q3: 1,093 shares; 2025Q4: 1,087 shares; 2026Q1: 1,046 shares; 2026Q2: 1,037 shares 1,037 $401K 0.04% -9 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: 7,112 shares; 2024Q4: 7,294 shares; 2025Q1: 7,199 shares; 2025Q2: 7,256 shares; 2025Q3: 7,316 shares; 2025Q4: 7,823 shares; 2026Q1: 6,812 shares; 2026Q2: 6,843 shares 6,843 $394K 0.04% +31 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,256 shares; 2024Q4: 6,969 shares; 2025Q1: 6,431 shares; 2025Q2: 6,143 shares; 2025Q3: 5,771 shares; 2025Q4: 5,671 shares; 2026Q1: 5,503 shares; 2026Q2: 5,280 shares 5,280 $388K 0.04% -223 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: 1,106 shares; 2025Q3: 3,116 shares; 2025Q4: 3,126 shares; 2026Q1: 1,626 shares; 2026Q2: 1,130 shares 1,130 $385K 0.04% -496 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: 1,543 shares; 2024Q4: 1,543 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,609 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares; 2026Q2: 1,548 shares 1,548 $375K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,583 shares; 2024Q4: 3,637 shares; 2025Q1: 3,783 shares; 2025Q2: 3,783 shares; 2025Q3: 3,783 shares; 2025Q4: 3,643 shares; 2026Q1: 3,643 shares; 2026Q2: 3,718 shares 3,718 $356K 0.04% +75 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 2,250 shares; 2025Q1: 2,187 shares; 2025Q2: 2,787 shares; 2025Q3: 2,838 shares; 2025Q4: 2,848 shares; 2026Q1: 2,848 shares; 2026Q2: 3,389 shares 3,389 $352K 0.04% +541 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,537 shares 1,537 $344K 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,537 shares 1,537 $340K 0.04% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,247 shares; 2024Q4: 10,261 shares; 2025Q1: 10,277 shares; 2025Q2: 10,293 shares; 2025Q3: 13,338 shares; 2025Q4: 14,341 shares; 2026Q1: 13,072 shares; 2026Q2: 13,853 shares 13,853 $319K 0.03% +781 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: 1,068 shares; 2026Q1: 1,068 shares; 2026Q2: 1,262 shares 1,262 $313K 0.03% +194 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: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares; 2026Q2: 1,356 shares 1,356 $294K 0.03% +18 Timeline VMI VALMONT INDS INC More: the full row for VALMONT 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: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $289K 0.03% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,742 shares; 2024Q4: 6,757 shares; 2025Q1: 6,774 shares; 2025Q2: 6,789 shares; 2025Q3: 6,802 shares; 2025Q4: 6,815 shares; 2026Q1: 6,830 shares; 2026Q2: 6,842 shares 6,842 $287K 0.03% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $284K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 789 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 701 shares; 2025Q4: 686 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $281K 0.03% 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: not reported; 2024Q4: 4,706 shares; 2025Q1: not reported; 2025Q2: 4,471 shares; 2025Q3: 4,471 shares; 2025Q4: 4,283 shares; 2026Q1: 4,286 shares; 2026Q2: 4,832 shares 4,832 $275K 0.03% +546 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: 4,555 shares; 2024Q4: 4,015 shares; 2025Q1: 3,919 shares; 2025Q2: 3,984 shares; 2025Q3: 2,844 shares; 2025Q4: 2,830 shares; 2026Q1: 2,856 shares; 2026Q2: 2,858 shares 2,858 $275K 0.03% +2 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 3,340 shares; 2025Q1: 3,268 shares; 2025Q2: 3,217 shares; 2025Q3: 3,094 shares; 2025Q4: 2,668 shares; 2026Q1: 2,567 shares; 2026Q2: 2,475 shares 2,475 $271K 0.03% -92 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 769 shares 769 $257K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,548 shares 11,548 $257K 0.03% new 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: 797 shares; 2024Q4: 792 shares; 2025Q1: 810 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 808 shares; 2026Q1: 719 shares; 2026Q2: 754 shares 754 $255K 0.03% +35 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,130 shares 1,130 $252K 0.03% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: not reported; 2025Q1: 3,495 shares; 2025Q2: 3,495 shares; 2025Q3: 3,495 shares; 2025Q4: 3,495 shares; 2026Q1: 3,495 shares; 2026Q2: 3,495 shares 3,495 $250K 0.03% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672 shares; 2026Q2: 672 shares 672 $250K 0.03% 0 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: 2,110 shares; 2025Q2: 2,111 shares; 2025Q3: 2,112 shares; 2025Q4: 1,684 shares; 2026Q1: 1,725 shares; 2026Q2: 1,885 shares 1,885 $238K 0.03% +160 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR 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: 4,619 shares 4,619 $237K 0.03% new Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,957 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,718 shares 5,718 $234K 0.03% new 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: not reported; 2024Q4: 2,036 shares; 2025Q1: 2,079 shares; 2025Q2: 2,182 shares; 2025Q3: 2,106 shares; 2025Q4: 2,040 shares; 2026Q1: 2,006 shares; 2026Q2: 1,978 shares 1,978 $232K 0.03% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $229K 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $228K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: 631 shares; 2026Q1: 622 shares; 2026Q2: 626 shares 626 $222K 0.02% +4 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 19,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $216K 0.02% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,770 shares 2,770 $215K 0.02% new Timeline INSM INSMED INC More: the full row for INSMED 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 $213K 0.02% new 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: 17,300 shares; 2024Q4: 11,078 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 11,894 shares; 2025Q4: 10,837 shares; 2026Q1: 10,094 shares; 2026Q2: 10,094 shares 10,094 $209K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,453 shares 1,453 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,723 shares 1,723 $202K 0.02% new Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,143 shares; 2024Q4: 14,935 shares; 2025Q1: 13,463 shares; 2025Q2: 12,292 shares; 2025Q3: 12,120 shares; 2025Q4: 12,148 shares; 2026Q1: 12,177 shares; 2026Q2: 11,981 shares 11,981 $186K 0.02% -196 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 15,000 shares 15,000 $178K 0.02% +5,000 Timeline SCOTTIES RESOURCES CORP SCOTTIES RESOURCES CORP More: the full row for SCOTTIES RESOURCES 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: 116,000 shares 116,000 $162K 0.02% new TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,670 shares; 2024Q4: 14,670 shares; 2025Q1: 14,670 shares; 2025Q2: 14,670 shares; 2025Q3: 14,670 shares; 2025Q4: 14,670 shares; 2026Q1: 14,670 shares; 2026Q2: 14,670 shares 14,670 $155K 0.02% 0 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED 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: 14,710 shares; 2026Q1: 14,710 shares; 2026Q2: 14,710 shares 14,710 $121K 0.01% 0 Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE SOLANA STAKING ETF 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 20,000 shares 20,000 $111K 0.01% +10,000 Timeline LQMT LIQUIDMETAL TECHNOLOGIES INC More: the full row for LIQUIDMETAL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250,000 shares 250,000 $50K 0.01% new Timeline ALDX ALDEYRA THERAPEUTICS INC More: the full row for ALDEYRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,700 shares; 2024Q4: 13,500 shares; 2025Q1: not reported; 2025Q2: 12,100 shares; 2025Q3: 11,100 shares; 2025Q4: 10,800 shares; 2026Q1: 11,900 shares; 2026Q2: 12,700 shares 12,700 $27K <0.01% +800 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,299 shares; 2024Q4: 26,799 shares; 2025Q1: 26,799 shares; 2025Q2: 28,799 shares; 2025Q3: 29,799 shares; 2025Q4: 30,799 shares; 2026Q1: 32,799 shares; 2026Q2: 32,799 shares 32,799 $14K <0.01% 0 Timeline