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: not loaded; 2024Q4: 121,251 shares; 2025Q1: 137,651 shares; 2025Q2: 172,403 shares; 2025Q3: 172,685 shares; 2025Q4: 173,282 shares; 2026Q1: 185,502 shares; 2026Q2: 190,946 shares 190,946 $70.7M 17.55% +5,444 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: not loaded; 2024Q4: 102,198 shares; 2025Q1: 101,321 shares; 2025Q2: 100,225 shares; 2025Q3: 100,357 shares; 2025Q4: 99,528 shares; 2026Q1: 96,289 shares; 2026Q2: 94,727 shares 94,727 $27.4M 6.81% -1,562 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: not loaded; 2024Q4: 184,801 shares; 2025Q1: 185,173 shares; 2025Q2: 194,185 shares; 2025Q3: 192,790 shares; 2025Q4: 192,916 shares; 2026Q1: 215,721 shares; 2026Q2: 234,410 shares 234,410 $16.7M 4.15% +18,689 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 249,813 shares; 2025Q1: 248,497 shares; 2025Q2: 241,234 shares; 2025Q3: 234,992 shares; 2025Q4: 233,261 shares; 2026Q1: 233,519 shares; 2026Q2: 230,349 shares 230,349 $12.2M 3.02% -3,170 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: not loaded; 2024Q4: 37,750 shares; 2025Q1: 48,845 shares; 2025Q2: 48,556 shares; 2025Q3: 48,929 shares; 2025Q4: 48,948 shares; 2026Q1: 51,356 shares; 2026Q2: 50,870 shares 50,870 $12.1M 3.01% -486 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,458 shares; 2025Q1: 30,655 shares; 2025Q2: 29,805 shares; 2025Q3: 29,752 shares; 2025Q4: 29,616 shares; 2026Q1: 30,682 shares; 2026Q2: 30,094 shares 30,094 $10.6M 2.64% -588 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 539,756 shares; 2025Q1: 551,015 shares; 2025Q2: 555,855 shares; 2025Q3: 596,045 shares; 2025Q4: 590,010 shares; 2026Q1: 664,411 shares; 2026Q2: 751,282 shares 751,282 $8.14M 2.02% +86,871 Timeline JPME 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 loaded; 2024Q4: 48,125 shares; 2025Q1: 48,865 shares; 2025Q2: 54,160 shares; 2025Q3: 53,798 shares; 2025Q4: 54,840 shares; 2026Q1: 59,844 shares; 2026Q2: 63,388 shares 63,388 $7.87M 1.96% +3,544 Timeline JPIB 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 loaded; 2024Q4: 107,770 shares; 2025Q1: 111,096 shares; 2025Q2: 109,921 shares; 2025Q3: 109,312 shares; 2025Q4: 111,383 shares; 2026Q1: 119,102 shares; 2026Q2: 144,822 shares 144,822 $7M 1.74% +25,720 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: not loaded; 2024Q4: 76,640 shares; 2025Q1: 78,874 shares; 2025Q2: 79,124 shares; 2025Q3: 95,681 shares; 2025Q4: 98,193 shares; 2026Q1: 116,590 shares; 2026Q2: 145,122 shares 145,122 $6.15M 1.53% +28,532 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: not loaded; 2024Q4: 14,006 shares; 2025Q1: 15,281 shares; 2025Q2: 15,019 shares; 2025Q3: 14,855 shares; 2025Q4: 14,883 shares; 2026Q1: 15,800 shares; 2026Q2: 16,101 shares 16,101 $6.01M 1.49% +301 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 181,892 shares; 2025Q1: 191,509 shares; 2025Q2: 198,269 shares; 2025Q3: 199,740 shares; 2025Q4: 214,700 shares; 2026Q1: 225,655 shares; 2026Q2: 251,298 shares 251,298 $5.81M 1.44% +25,643 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,906 shares; 2025Q1: 4,782 shares; 2025Q2: 5,889 shares; 2025Q3: 5,905 shares; 2025Q4: 6,036 shares; 2026Q1: 6,828 shares; 2026Q2: 7,126 shares 7,126 $5.25M 1.3% +298 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: not loaded; 2024Q4: 33,312 shares; 2025Q1: 34,724 shares; 2025Q2: 39,458 shares; 2025Q3: 38,732 shares; 2025Q4: 38,754 shares; 2026Q1: 36,883 shares; 2026Q2: 36,592 shares 36,592 $5M 1.24% -291 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 119,087 shares; 2025Q1: 120,282 shares; 2025Q2: 133,613 shares; 2025Q3: 129,857 shares; 2025Q4: 129,145 shares; 2026Q1: 127,565 shares; 2026Q2: 125,370 shares 125,370 $4.77M 1.18% -2,195 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: not loaded; 2024Q4: 9,300 shares; 2025Q1: 10,855 shares; 2025Q2: 11,143 shares; 2025Q3: 11,239 shares; 2025Q4: 11,068 shares; 2026Q1: 23,835 shares; 2026Q2: 23,547 shares 23,547 $4.71M 1.17% -288 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,990 shares; 2025Q1: 81,094 shares; 2025Q2: 80,621 shares; 2025Q3: 66,817 shares; 2025Q4: 65,391 shares; 2026Q1: 64,773 shares; 2026Q2: 64,784 shares 64,784 $4M 0.99% +11 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: not loaded; 2024Q4: 82,843 shares; 2025Q1: 82,297 shares; 2025Q2: 83,432 shares; 2025Q3: 82,459 shares; 2025Q4: 85,155 shares; 2026Q1: 85,079 shares; 2026Q2: 90,096 shares 90,096 $3.81M 0.95% +5,017 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 loaded; 2024Q4: 29,641 shares; 2025Q1: 33,090 shares; 2025Q2: 38,303 shares; 2025Q3: 36,910 shares; 2025Q4: 36,529 shares; 2026Q1: 36,249 shares; 2026Q2: 35,676 shares 35,676 $3.69M 0.92% -573 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: not loaded; 2024Q4: 40,204 shares; 2025Q1: 33,358 shares; 2025Q2: 31,600 shares; 2025Q3: 28,927 shares; 2025Q4: 26,874 shares; 2026Q1: 26,251 shares; 2026Q2: 25,126 shares 25,126 $3.52M 0.87% -1,125 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 114,008 shares; 2025Q1: 114,708 shares; 2025Q2: 119,874 shares; 2025Q3: 118,539 shares; 2025Q4: 118,779 shares; 2026Q1: 122,135 shares; 2026Q2: 125,725 shares 125,725 $3.47M 0.86% +3,590 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,464 shares; 2025Q1: 24,830 shares; 2025Q2: 36,309 shares; 2025Q3: 36,722 shares; 2025Q4: 36,349 shares; 2026Q1: 36,625 shares; 2026Q2: 36,440 shares 36,440 $3.46M 0.86% -185 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,023 shares; 2025Q1: 62,619 shares; 2025Q2: 64,272 shares; 2025Q3: 60,398 shares; 2025Q4: 59,745 shares; 2026Q1: 64,346 shares; 2026Q2: 69,875 shares 69,875 $3.36M 0.83% +5,529 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 171,295 shares; 2025Q1: 171,855 shares; 2025Q2: 170,763 shares; 2025Q3: 178,351 shares; 2025Q4: 178,331 shares; 2026Q1: 177,732 shares; 2026Q2: 174,477 shares 174,477 $3.33M 0.83% -3,255 Timeline INKM SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,635 shares; 2025Q1: 79,093 shares; 2025Q2: 80,553 shares; 2025Q3: 81,988 shares; 2025Q4: 90,606 shares; 2026Q1: 93,217 shares; 2026Q2: 93,301 shares 93,301 $3.2M 0.8% +84 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69,145 shares; 2025Q1: 75,492 shares; 2025Q2: 84,684 shares; 2025Q3: 85,687 shares; 2025Q4: 95,996 shares; 2026Q1: 100,712 shares; 2026Q2: 105,206 shares 105,206 $3.16M 0.78% +4,494 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,888 shares; 2025Q1: 46,802 shares; 2025Q2: 45,005 shares; 2025Q3: 47,363 shares; 2025Q4: 48,437 shares; 2026Q1: 54,214 shares; 2026Q2: 63,762 shares 63,762 $3.09M 0.77% +9,548 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,310 shares; 2025Q1: 27,211 shares; 2025Q2: 46,873 shares; 2025Q3: 45,823 shares; 2025Q4: 45,515 shares; 2026Q1: 47,936 shares; 2026Q2: 49,320 shares 49,320 $2.98M 0.74% +1,384 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: not loaded; 2024Q4: 143,026 shares; 2025Q1: 137,046 shares; 2025Q2: 138,031 shares; 2025Q3: 135,871 shares; 2025Q4: 135,907 shares; 2026Q1: 135,289 shares; 2026Q2: 141,367 shares 141,367 $2.93M 0.73% +6,078 Timeline MUNI 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: not loaded; 2024Q4: 33,265 shares; 2025Q1: 41,541 shares; 2025Q2: 41,611 shares; 2025Q3: 42,349 shares; 2025Q4: 46,294 shares; 2026Q1: 46,156 shares; 2026Q2: 53,868 shares 53,868 $2.83M 0.7% +7,712 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 loaded; 2024Q4: 50,168 shares; 2025Q1: 39,671 shares; 2025Q2: 38,169 shares; 2025Q3: 36,244 shares; 2025Q4: 32,710 shares; 2026Q1: 31,126 shares; 2026Q2: 19,515 shares 19,515 $2.72M 0.68% -11,611 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: not loaded; 2024Q4: 5,388 shares; 2025Q1: 6,037 shares; 2025Q2: 7,140 shares; 2025Q3: 17,514 shares; 2025Q4: 17,332 shares; 2026Q1: 21,960 shares; 2026Q2: 22,425 shares 22,425 $2.41M 0.6% +465 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,238 shares; 2025Q1: 87,122 shares; 2025Q2: 94,359 shares; 2025Q3: 92,633 shares; 2025Q4: 89,330 shares; 2026Q1: 98,758 shares; 2026Q2: 107,600 shares 107,600 $2.4M 0.6% +8,842 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,390 shares; 2025Q1: 60,203 shares; 2025Q2: 59,136 shares; 2025Q3: 57,819 shares; 2025Q4: 57,723 shares; 2026Q1: 57,811 shares; 2026Q2: 57,609 shares 57,609 $2.39M 0.59% -202 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,270 shares; 2025Q1: 53,406 shares; 2025Q2: 54,868 shares; 2025Q3: 53,268 shares; 2025Q4: 53,429 shares; 2026Q1: 53,482 shares; 2026Q2: 52,857 shares 52,857 $2.33M 0.58% -625 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,139 shares; 2025Q1: 22,325 shares; 2025Q2: 41,932 shares; 2025Q3: 53,001 shares; 2025Q4: 51,227 shares; 2026Q1: 45,647 shares; 2026Q2: 44,143 shares 44,143 $2.32M 0.58% -1,504 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,467 shares; 2025Q1: 16,365 shares; 2025Q2: 15,359 shares; 2025Q3: 15,006 shares; 2025Q4: 14,028 shares; 2026Q1: 13,756 shares; 2026Q2: 13,185 shares 13,185 $2.13M 0.53% -571 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,012 shares; 2025Q1: 47,169 shares; 2025Q2: 45,622 shares; 2025Q3: 42,661 shares; 2025Q4: 42,511 shares; 2026Q1: 42,011 shares; 2026Q2: 42,211 shares 42,211 $2.11M 0.52% +200 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,836 shares; 2025Q1: 3,110 shares; 2025Q2: 3,098 shares; 2025Q3: 3,083 shares; 2025Q4: 3,083 shares; 2026Q1: 3,082 shares; 2026Q2: 2,806 shares 2,806 $2.1M 0.52% -276 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,840 shares; 2026Q1: 26,195 shares; 2026Q2: 25,771 shares 25,771 $2M 0.5% -424 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: not loaded; 2024Q4: 8,019 shares; 2025Q1: 8,212 shares; 2025Q2: 9,645 shares; 2025Q3: 10,412 shares; 2025Q4: 11,873 shares; 2026Q1: 12,709 shares; 2026Q2: 15,455 shares 15,455 $1.99M 0.49% +2,746 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: not loaded; 2024Q4: not reported; 2025Q1: 4,281 shares; 2025Q2: 19,676 shares; 2025Q3: 30,477 shares; 2025Q4: 31,116 shares; 2026Q1: 44,714 shares; 2026Q2: 56,995 shares 56,995 $1.98M 0.49% +12,281 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,160 shares; 2025Q1: 39,188 shares; 2025Q2: 40,751 shares; 2025Q3: 40,465 shares; 2025Q4: 39,003 shares; 2026Q1: 38,569 shares; 2026Q2: 37,767 shares 37,767 $1.98M 0.49% -802 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,308 shares; 2025Q1: 9,328 shares; 2025Q2: 9,438 shares; 2025Q3: 9,288 shares; 2025Q4: 9,206 shares; 2026Q1: 9,106 shares; 2026Q2: 8,982 shares 8,982 $1.91M 0.47% -124 Timeline CWB 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 loaded; 2024Q4: 17,329 shares; 2025Q1: 16,396 shares; 2025Q2: 16,522 shares; 2025Q3: 15,393 shares; 2025Q4: 17,702 shares; 2026Q1: 17,546 shares; 2026Q2: 17,638 shares 17,638 $1.9M 0.47% +92 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: not loaded; 2024Q4: 9,105 shares; 2025Q1: 9,531 shares; 2025Q2: 10,226 shares; 2025Q3: 10,359 shares; 2025Q4: 11,146 shares; 2026Q1: 10,939 shares; 2026Q2: 11,043 shares 11,043 $1.83M 0.45% +104 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: not loaded; 2024Q4: 72,968 shares; 2025Q1: 76,631 shares; 2025Q2: 86,627 shares; 2025Q3: 87,223 shares; 2025Q4: 92,879 shares; 2026Q1: 92,093 shares; 2026Q2: 92,638 shares 92,638 $1.77M 0.44% +545 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: not loaded; 2024Q4: 4,848 shares; 2025Q1: 5,370 shares; 2025Q2: 5,574 shares; 2025Q3: 5,546 shares; 2025Q4: 5,763 shares; 2026Q1: 5,969 shares; 2026Q2: 5,130 shares 5,130 $1.68M 0.42% -839 Timeline HYMB 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 loaded; 2024Q4: 51,971 shares; 2025Q1: 52,437 shares; 2025Q2: 50,883 shares; 2025Q3: 52,613 shares; 2025Q4: 54,466 shares; 2026Q1: 56,992 shares; 2026Q2: 65,583 shares 65,583 $1.67M 0.41% +8,591 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,031 shares; 2025Q1: 7,154 shares; 2025Q2: 7,554 shares; 2025Q3: 8,003 shares; 2025Q4: 8,835 shares; 2026Q1: 13,695 shares; 2026Q2: 14,668 shares 14,668 $1.67M 0.41% +973 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,353 shares; 2025Q1: 25,738 shares; 2025Q2: 28,360 shares; 2025Q3: 44,272 shares; 2025Q4: 47,353 shares; 2026Q1: 67,555 shares; 2026Q2: 69,989 shares 69,989 $1.65M 0.41% +2,434 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,177 shares; 2025Q3: 1,459 shares; 2025Q4: 1,750 shares; 2026Q1: 2,189 shares; 2026Q2: 3,952 shares 3,952 $1.64M 0.41% +1,763 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,534 shares; 2025Q1: 19,517 shares; 2025Q2: 25,733 shares; 2025Q3: 35,450 shares; 2025Q4: 47,879 shares; 2026Q1: 52,625 shares; 2026Q2: 66,232 shares 66,232 $1.63M 0.4% +13,607 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,719 shares; 2025Q3: 17,989 shares; 2025Q4: 18,105 shares; 2026Q1: 18,635 shares; 2026Q2: 21,686 shares 21,686 $1.61M 0.4% +3,051 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,415 shares; 2025Q1: 16,056 shares; 2025Q2: 15,595 shares; 2025Q3: 14,682 shares; 2025Q4: 14,512 shares; 2026Q1: 14,400 shares; 2026Q2: 13,612 shares 13,612 $1.57M 0.39% -788 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,327 shares; 2025Q1: 2,365 shares; 2025Q2: 2,853 shares; 2025Q3: 2,941 shares; 2025Q4: 2,836 shares; 2026Q1: 4,021 shares; 2026Q2: 3,708 shares 3,708 $1.56M 0.39% -313 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,180 shares; 2025Q1: 77,328 shares; 2025Q2: 111,392 shares; 2025Q3: 111,980 shares; 2025Q4: 111,307 shares; 2026Q1: 112,180 shares; 2026Q2: 111,796 shares 111,796 $1.55M 0.39% -384 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,230 shares; 2025Q1: 6,412 shares; 2025Q2: 6,412 shares; 2025Q3: 6,413 shares; 2025Q4: 6,188 shares; 2026Q1: 6,088 shares; 2026Q2: 5,918 shares 5,918 $1.54M 0.38% -170 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,886 shares; 2025Q1: 21,956 shares; 2025Q2: 22,043 shares; 2025Q3: 23,193 shares; 2025Q4: 23,332 shares; 2026Q1: 23,282 shares; 2026Q2: 23,392 shares 23,392 $1.35M 0.33% +110 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: not loaded; 2024Q4: 49,489 shares; 2025Q1: 50,361 shares; 2025Q2: 52,635 shares; 2025Q3: 51,207 shares; 2025Q4: 53,298 shares; 2026Q1: 53,724 shares; 2026Q2: 53,019 shares 53,019 $1.28M 0.32% -705 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,301 shares; 2025Q1: 18,846 shares; 2025Q2: 19,325 shares; 2025Q3: 19,329 shares; 2025Q4: 19,012 shares; 2026Q1: 18,905 shares; 2026Q2: 15,595 shares 15,595 $1.21M 0.3% -3,310 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,880 shares; 2026Q1: 17,173 shares; 2026Q2: 24,546 shares 24,546 $1.18M 0.29% +7,373 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,206 shares; 2025Q1: 6,472 shares; 2025Q2: 6,624 shares; 2025Q3: 6,424 shares; 2025Q4: 6,504 shares; 2026Q1: 6,504 shares; 2026Q2: 6,471 shares 6,471 $1.17M 0.29% -33 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,849 shares; 2025Q2: 13,849 shares; 2025Q3: 13,849 shares; 2025Q4: 13,849 shares; 2026Q1: 13,849 shares; 2026Q2: 13,879 shares 13,879 $1.16M 0.29% +30 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,125 shares; 2025Q1: 1,160 shares; 2025Q2: 1,144 shares; 2025Q3: 1,146 shares; 2025Q4: 1,301 shares; 2026Q1: 1,704 shares; 2026Q2: 1,680 shares 1,680 $1.15M 0.29% -24 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: not loaded; 2024Q4: 2,181 shares; 2025Q1: 3,033 shares; 2025Q2: 3,107 shares; 2025Q3: 3,009 shares; 2025Q4: 3,162 shares; 2026Q1: 3,241 shares; 2026Q2: 3,169 shares 3,169 $1.13M 0.28% -72 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,334 shares; 2025Q1: 31,062 shares; 2025Q2: 32,005 shares; 2025Q3: 32,201 shares; 2025Q4: 33,998 shares; 2026Q1: 37,109 shares; 2026Q2: 40,664 shares 40,664 $1.13M 0.28% +3,555 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,130 shares 7,130 $1.12M 0.28% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69,712 shares; 2025Q1: 69,052 shares; 2025Q2: 68,336 shares; 2025Q3: 47,223 shares; 2025Q4: 43,004 shares; 2026Q1: 40,813 shares; 2026Q2: 41,334 shares 41,334 $1.11M 0.28% +521 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,191 shares; 2026Q1: 1,914 shares; 2026Q2: 1,906 shares 1,906 $1.11M 0.27% -8 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 loaded; 2024Q4: 9,975 shares; 2025Q1: 9,586 shares; 2025Q2: 9,608 shares; 2025Q3: 9,550 shares; 2025Q4: 8,545 shares; 2026Q1: 8,546 shares; 2026Q2: 8,591 shares 8,591 $1.09M 0.27% +45 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: not loaded; 2024Q4: 8,802 shares; 2025Q1: 9,551 shares; 2025Q2: 10,351 shares; 2025Q3: 10,351 shares; 2025Q4: 9,881 shares; 2026Q1: 9,754 shares; 2026Q2: 9,157 shares 9,157 $1.08M 0.27% -597 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,728 shares; 2025Q1: 13,544 shares; 2025Q2: 14,321 shares; 2025Q3: 14,030 shares; 2025Q4: 13,384 shares; 2026Q1: 12,943 shares; 2026Q2: 12,585 shares 12,585 $1.05M 0.26% -358 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: not loaded; 2024Q4: 3,076 shares; 2025Q1: 3,361 shares; 2025Q2: 3,086 shares; 2025Q3: 3,086 shares; 2025Q4: 3,096 shares; 2026Q1: 3,254 shares; 2026Q2: 2,905 shares 2,905 $1.02M 0.25% -349 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares; 2025Q4: 1,087 shares; 2026Q1: 2,450 shares; 2026Q2: 4,211 shares 4,211 $1.02M 0.25% +1,761 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: not loaded; 2024Q4: 28,493 shares; 2025Q1: 28,598 shares; 2025Q2: 30,245 shares; 2025Q3: 29,740 shares; 2025Q4: 29,031 shares; 2026Q1: 27,961 shares; 2026Q2: 27,580 shares 27,580 $1.02M 0.25% -381 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,223 shares; 2025Q1: 12,380 shares; 2025Q2: 12,577 shares; 2025Q3: 12,557 shares; 2025Q4: 12,488 shares; 2026Q1: 12,382 shares; 2026Q2: 12,063 shares 12,063 $1000K 0.25% -319 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: not loaded; 2024Q4: 1,535 shares; 2025Q1: 2,174 shares; 2025Q2: 2,266 shares; 2025Q3: 2,426 shares; 2025Q4: 2,389 shares; 2026Q1: 2,642 shares; 2026Q2: 2,540 shares 2,540 $959K 0.24% -102 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,458 shares; 2025Q1: 50,272 shares; 2025Q2: 47,885 shares; 2025Q3: 40,912 shares; 2025Q4: 35,874 shares; 2026Q1: 35,771 shares; 2026Q2: 35,418 shares 35,418 $951K 0.24% -353 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: not loaded; 2024Q4: 23,513 shares; 2025Q1: 27,668 shares; 2025Q2: 27,435 shares; 2025Q3: 27,435 shares; 2025Q4: 26,320 shares; 2026Q1: 25,996 shares; 2026Q2: 25,699 shares 25,699 $945K 0.23% -297 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,060 shares; 2025Q1: 90,477 shares; 2025Q2: 90,598 shares; 2025Q3: 88,403 shares; 2025Q4: 85,879 shares; 2026Q1: 72,827 shares; 2026Q2: 71,062 shares 71,062 $940K 0.23% -1,765 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 loaded; 2024Q4: 3,939 shares; 2025Q1: 3,829 shares; 2025Q2: 3,659 shares; 2025Q3: 3,489 shares; 2025Q4: 3,361 shares; 2026Q1: 3,334 shares; 2026Q2: 3,330 shares 3,330 $936K 0.23% -4 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,225 shares; 2025Q1: 13,521 shares; 2025Q2: 13,727 shares; 2025Q3: 13,502 shares; 2025Q4: 13,327 shares; 2026Q1: 13,227 shares; 2026Q2: 12,788 shares 12,788 $924K 0.23% -439 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,835 shares; 2026Q2: 9,573 shares 9,573 $914K 0.23% +6,738 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,113 shares; 2025Q1: 4,641 shares; 2025Q2: 4,551 shares; 2025Q3: 4,386 shares; 2025Q4: 4,150 shares; 2026Q1: 4,025 shares; 2026Q2: 4,025 shares 4,025 $914K 0.23% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,838 shares; 2025Q1: 22,239 shares; 2025Q2: 21,710 shares; 2025Q3: 21,530 shares; 2025Q4: 22,305 shares; 2026Q1: 22,255 shares; 2026Q2: 23,400 shares 23,400 $892K 0.22% +1,145 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,111 shares; 2025Q4: 5,470 shares; 2026Q1: 6,793 shares; 2026Q2: 6,751 shares 6,751 $882K 0.22% -42 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,300 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 910 shares 910 $878K 0.22% -240 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,463 shares; 2025Q1: 3,857 shares; 2025Q2: 4,162 shares; 2025Q3: 4,000 shares; 2025Q4: 4,002 shares; 2026Q1: 3,985 shares; 2026Q2: 3,911 shares 3,911 $875K 0.22% -74 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,383 shares; 2025Q1: 11,561 shares; 2025Q2: 10,361 shares; 2025Q3: 9,921 shares; 2025Q4: 9,881 shares; 2026Q1: 9,681 shares; 2026Q2: 10,582 shares 10,582 $874K 0.22% +901 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: not loaded; 2024Q4: 12,182 shares; 2025Q1: 11,933 shares; 2025Q2: 12,693 shares; 2025Q3: 12,288 shares; 2025Q4: 12,179 shares; 2026Q1: 12,179 shares; 2026Q2: 11,919 shares 11,919 $858K 0.21% -260 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: not loaded; 2024Q4: 1,186 shares; 2025Q1: 1,186 shares; 2025Q2: 1,192 shares; 2025Q3: 1,205 shares; 2025Q4: 1,145 shares; 2026Q1: 1,722 shares; 2026Q2: 6,541 shares 6,541 $814K 0.2% +4,819 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,928 shares; 2026Q1: 4,421 shares; 2026Q2: 4,400 shares 4,400 $813K 0.2% -21 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,776 shares; 2025Q1: 6,426 shares; 2025Q2: 6,357 shares; 2025Q3: 5,992 shares; 2025Q4: 5,692 shares; 2026Q1: 5,569 shares; 2026Q2: 5,549 shares 5,549 $804K 0.2% -20 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,888 shares; 2025Q1: 3,833 shares; 2025Q2: 3,733 shares; 2025Q3: 3,723 shares; 2025Q4: 3,623 shares; 2026Q1: 3,384 shares; 2026Q2: 3,084 shares 3,084 $788K 0.2% -300 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,729 shares; 2025Q1: 10,426 shares; 2025Q2: 10,143 shares; 2025Q3: 10,043 shares; 2025Q4: 10,060 shares; 2026Q1: 9,913 shares; 2026Q2: 9,563 shares 9,563 $788K 0.2% -350 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,880 shares; 2025Q4: 1,848 shares; 2026Q1: 1,873 shares; 2026Q2: 1,800 shares 1,800 $777K 0.19% -73 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,127 shares; 2025Q2: not reported; 2025Q3: 12,093 shares; 2025Q4: 15,442 shares; 2026Q1: 16,978 shares; 2026Q2: 16,478 shares 16,478 $766K 0.19% -500 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 817 shares; 2025Q3: 822 shares; 2025Q4: 901 shares; 2026Q1: 873 shares; 2026Q2: 719 shares 719 $766K 0.19% -154 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: not loaded; 2024Q4: 7,555 shares; 2025Q1: 7,170 shares; 2025Q2: 6,765 shares; 2025Q3: 6,596 shares; 2025Q4: 6,629 shares; 2026Q1: 6,758 shares; 2026Q2: 6,727 shares 6,727 $762K 0.19% -31 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,891 shares; 2025Q1: 41,132 shares; 2025Q2: 42,335 shares; 2025Q3: 39,108 shares; 2025Q4: 39,208 shares; 2026Q1: 34,977 shares; 2026Q2: 34,055 shares 34,055 $758K 0.19% -922 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 loaded; 2024Q4: 72,601 shares; 2025Q1: 91,812 shares; 2025Q2: 138,161 shares; 2025Q3: 142,766 shares; 2025Q4: 135,353 shares; 2026Q1: 134,852 shares; 2026Q2: 127,317 shares 127,317 $731K 0.18% -7,535 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,423 shares; 2025Q1: 1,466 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,307 shares; 2026Q1: 1,382 shares; 2026Q2: 1,394 shares 1,394 $716K 0.18% +12 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,141 shares; 2025Q1: 11,200 shares; 2025Q2: 11,129 shares; 2025Q3: 11,331 shares; 2025Q4: 11,391 shares; 2026Q1: 11,368 shares; 2026Q2: 11,397 shares 11,397 $706K 0.18% +29 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,172 shares; 2025Q1: 20,314 shares; 2025Q2: 19,218 shares; 2025Q3: 19,018 shares; 2025Q4: 18,455 shares; 2026Q1: 18,623 shares; 2026Q2: 17,903 shares 17,903 $704K 0.17% -720 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $689K 0.17% new 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: not loaded; 2024Q4: 1,293 shares; 2025Q1: 1,584 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,783 shares; 2026Q1: 1,927 shares; 2026Q2: 1,982 shares 1,982 $680K 0.17% +55 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,162 shares; 2025Q1: 15,164 shares; 2025Q2: 14,959 shares; 2025Q3: 14,860 shares; 2025Q4: 14,761 shares; 2026Q1: 14,761 shares; 2026Q2: 14,662 shares 14,662 $677K 0.17% -99 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,397 shares; 2025Q1: 10,921 shares; 2025Q2: 10,921 shares; 2025Q3: 10,921 shares; 2025Q4: 10,593 shares; 2026Q1: 10,192 shares; 2026Q2: 10,070 shares 10,070 $669K 0.17% -122 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,365 shares 16,365 $663K 0.16% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,167 shares; 2026Q2: 3,027 shares 3,027 $661K 0.16% +1,860 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: not loaded; 2024Q4: 6,254 shares; 2025Q1: 6,324 shares; 2025Q2: 6,322 shares; 2025Q3: 6,182 shares; 2025Q4: 5,932 shares; 2026Q1: 5,834 shares; 2026Q2: 5,734 shares 5,734 $659K 0.16% -100 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 448 shares; 2025Q4: 476 shares; 2026Q1: 605 shares; 2026Q2: 549 shares 549 $658K 0.16% -56 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,563 shares; 2026Q1: 7,102 shares; 2026Q2: 8,146 shares 8,146 $655K 0.16% +1,044 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,348 shares; 2026Q1: 7,348 shares; 2026Q2: 7,320 shares 7,320 $643K 0.16% -28 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 loaded; 2024Q4: 652 shares; 2025Q1: not reported; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 892 shares; 2026Q1: 936 shares; 2026Q2: 880 shares 880 $634K 0.16% -56 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,578 shares; 2025Q1: 12,734 shares; 2025Q2: 12,418 shares; 2025Q3: 12,281 shares; 2025Q4: 12,081 shares; 2026Q1: 11,608 shares; 2026Q2: 11,608 shares 11,608 $629K 0.16% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,794 shares; 2025Q1: 14,776 shares; 2025Q2: 14,776 shares; 2025Q3: 14,776 shares; 2025Q4: 14,309 shares; 2026Q1: 13,609 shares; 2026Q2: 13,392 shares 13,392 $616K 0.15% -217 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 716 shares; 2025Q1: 1,135 shares; 2025Q2: 1,141 shares; 2025Q3: 1,345 shares; 2025Q4: 1,156 shares; 2026Q1: 1,051 shares; 2026Q2: 821 shares 821 $615K 0.15% -230 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,263 shares; 2025Q1: 5,263 shares; 2025Q2: 5,263 shares; 2025Q3: 5,263 shares; 2025Q4: 5,101 shares; 2026Q1: 5,101 shares; 2026Q2: 5,021 shares 5,021 $610K 0.15% -80 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,660 shares; 2025Q1: 11,573 shares; 2025Q2: 11,861 shares; 2025Q3: 11,771 shares; 2025Q4: 11,910 shares; 2026Q1: 12,089 shares; 2026Q2: 11,738 shares 11,738 $608K 0.15% -351 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: not loaded; 2024Q4: 671 shares; 2025Q1: 776 shares; 2025Q2: 825 shares; 2025Q3: 838 shares; 2025Q4: 829 shares; 2026Q1: 1,092 shares; 2026Q2: 1,067 shares 1,067 $601K 0.15% -25 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,991 shares; 2025Q3: 14,916 shares; 2025Q4: 15,499 shares; 2026Q1: 14,899 shares; 2026Q2: 14,502 shares 14,502 $599K 0.15% -397 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,197 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,815 shares; 2026Q2: 20,690 shares 20,690 $561K 0.14% +5,875 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: not loaded; 2024Q4: 2,049 shares; 2025Q1: 2,202 shares; 2025Q2: 2,218 shares; 2025Q3: 2,231 shares; 2025Q4: 2,458 shares; 2026Q1: 2,629 shares; 2026Q2: 2,186 shares 2,186 $555K 0.14% -443 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: not loaded; 2024Q4: 2,112 shares; 2025Q1: 2,952 shares; 2025Q2: 2,876 shares; 2025Q3: 2,783 shares; 2025Q4: 2,683 shares; 2026Q1: 2,854 shares; 2026Q2: 2,828 shares 2,828 $537K 0.13% -26 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: not loaded; 2024Q4: 4,916 shares; 2025Q1: 5,004 shares; 2025Q2: 4,965 shares; 2025Q3: 4,969 shares; 2025Q4: 4,964 shares; 2026Q1: 4,969 shares; 2026Q2: 4,969 shares 4,969 $536K 0.13% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,597 shares; 2025Q1: 4,467 shares; 2025Q2: 4,567 shares; 2025Q3: 4,567 shares; 2025Q4: 4,648 shares; 2026Q1: 4,648 shares; 2026Q2: 4,848 shares 4,848 $532K 0.13% +200 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares; 2026Q2: 2,280 shares 2,280 $531K 0.13% -24 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 loaded; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 929 shares; 2025Q3: 938 shares; 2025Q4: 1,243 shares; 2026Q1: 1,435 shares; 2026Q2: 1,052 shares 1,052 $526K 0.13% -383 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,030 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares; 2026Q2: 1,480 shares 1,480 $510K 0.13% -10 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,293 shares; 2025Q1: 5,970 shares; 2025Q2: 5,918 shares; 2025Q3: 5,818 shares; 2025Q4: 5,718 shares; 2026Q1: 5,693 shares; 2026Q2: 5,693 shares 5,693 $506K 0.13% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,383 shares; 2025Q4: 1,646 shares; 2026Q1: 1,911 shares; 2026Q2: 2,959 shares 2,959 $498K 0.12% +1,048 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,882 shares 9,882 $498K 0.12% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,652 shares; 2025Q1: 3,990 shares; 2025Q2: 4,700 shares; 2025Q3: 5,681 shares; 2025Q4: 9,338 shares; 2026Q1: 11,048 shares; 2026Q2: 12,769 shares 12,769 $497K 0.12% +1,721 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,613 shares; 2025Q4: 7,611 shares; 2026Q1: 7,527 shares; 2026Q2: 6,824 shares 6,824 $497K 0.12% -703 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,628 shares; 2025Q1: 4,776 shares; 2025Q2: 4,836 shares; 2025Q3: 4,856 shares; 2025Q4: 4,891 shares; 2026Q1: 4,916 shares; 2026Q2: 4,829 shares 4,829 $493K 0.12% -87 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,938 shares; 2026Q1: 14,938 shares; 2026Q2: 14,404 shares 14,404 $487K 0.12% -534 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: not loaded; 2024Q4: 1,769 shares; 2025Q1: 1,890 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,948 shares; 2026Q1: 1,869 shares; 2026Q2: 1,894 shares 1,894 $477K 0.12% +25 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: not loaded; 2024Q4: 2,563 shares; 2025Q1: 2,870 shares; 2025Q2: 2,995 shares; 2025Q3: 2,909 shares; 2025Q4: 2,927 shares; 2026Q1: 3,166 shares; 2026Q2: 3,223 shares 3,223 $473K 0.12% +57 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,641 shares; 2025Q1: 11,028 shares; 2025Q2: 11,028 shares; 2025Q3: 10,871 shares; 2025Q4: 10,620 shares; 2026Q1: 10,812 shares; 2026Q2: 11,028 shares 11,028 $470K 0.12% +216 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 390 shares; 2025Q1: 395 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 5,075 shares 5,075 $467K 0.12% -925 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,216 shares; 2025Q1: 18,320 shares; 2025Q2: 18,739 shares; 2025Q3: 18,344 shares; 2025Q4: 18,091 shares; 2026Q1: 18,096 shares; 2026Q2: 18,101 shares 18,101 $459K 0.11% +5 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,230 shares; 2026Q1: 1,980 shares; 2026Q2: 1,930 shares 1,930 $457K 0.11% -50 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: not loaded; 2024Q4: 1,875 shares; 2025Q1: 2,042 shares; 2025Q2: 2,061 shares; 2025Q3: 2,078 shares; 2025Q4: 2,078 shares; 2026Q1: 1,818 shares; 2026Q2: 1,519 shares 1,519 $453K 0.11% -299 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,913 shares; 2025Q1: 4,103 shares; 2025Q2: 4,379 shares; 2025Q3: 4,379 shares; 2025Q4: 4,420 shares; 2026Q1: 4,409 shares; 2026Q2: 4,345 shares 4,345 $452K 0.11% -64 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,859 shares 1,859 $444K 0.11% new 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: not loaded; 2024Q4: 4,950 shares; 2025Q1: 4,720 shares; 2025Q2: 4,877 shares; 2025Q3: 4,707 shares; 2025Q4: 4,707 shares; 2026Q1: 4,642 shares; 2026Q2: 4,642 shares 4,642 $444K 0.11% 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: not loaded; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,088 shares; 2026Q1: 2,123 shares; 2026Q2: 2,123 shares 2,123 $444K 0.11% 0 Timeline VNQ 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 loaded; 2024Q4: 4,662 shares; 2025Q1: 4,766 shares; 2025Q2: 4,692 shares; 2025Q3: 4,594 shares; 2025Q4: 4,594 shares; 2026Q1: 4,594 shares; 2026Q2: 4,594 shares 4,594 $443K 0.11% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,374 shares; 2025Q1: 3,499 shares; 2025Q2: 2,838 shares; 2025Q3: 2,842 shares; 2025Q4: 4,726 shares; 2026Q1: 5,214 shares; 2026Q2: 4,909 shares 4,909 $427K 0.11% -305 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,901 shares; 2025Q1: 14,901 shares; 2025Q2: 14,907 shares; 2025Q3: 14,901 shares; 2025Q4: 14,901 shares; 2026Q1: 14,901 shares; 2026Q2: 15,345 shares 15,345 $425K 0.11% +444 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,710 shares 2,710 $425K 0.11% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,015 shares; 2026Q1: 7,043 shares; 2026Q2: 6,958 shares 6,958 $418K 0.1% -85 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,378 shares; 2025Q1: 5,108 shares; 2025Q2: 4,858 shares; 2025Q3: 4,698 shares; 2025Q4: 4,198 shares; 2026Q1: 4,248 shares; 2026Q2: 4,248 shares 4,248 $404K 0.1% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,097 shares; 2026Q2: 20,847 shares 20,847 $398K 0.1% +2,750 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,059 shares; 2026Q1: 3,646 shares; 2026Q2: 3,431 shares 3,431 $395K 0.1% -215 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 954 shares 954 $391K 0.1% new Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,739 shares; 2025Q3: 11,127 shares; 2025Q4: 12,040 shares; 2026Q1: 12,612 shares; 2026Q2: 11,913 shares 11,913 $383K 0.1% -699 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: not loaded; 2024Q4: 1,722 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,575 shares; 2026Q1: 1,550 shares; 2026Q2: 1,538 shares 1,538 $379K 0.09% -12 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 3,120 shares 3,120 $373K 0.09% +2,720 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,146 shares; 2025Q1: 1,149 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,207 shares; 2026Q1: 1,202 shares; 2026Q2: 1,190 shares 1,190 $373K 0.09% -12 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 loaded; 2024Q4: 308 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 345 shares; 2026Q1: 399 shares; 2026Q2: 387 shares 387 $372K 0.09% -12 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: not loaded; 2024Q4: 705 shares; 2025Q1: 679 shares; 2025Q2: 683 shares; 2025Q3: 713 shares; 2025Q4: 718 shares; 2026Q1: 776 shares; 2026Q2: 721 shares 721 $367K 0.09% -55 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,869 shares; 2025Q1: 10,961 shares; 2025Q2: 13,423 shares; 2025Q3: 16,843 shares; 2025Q4: 16,880 shares; 2026Q1: 20,010 shares; 2026Q2: 26,675 shares 26,675 $359K 0.09% +6,665 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: not loaded; 2024Q4: 3,728 shares; 2025Q1: 2,974 shares; 2025Q2: 3,179 shares; 2025Q3: 3,170 shares; 2025Q4: 3,171 shares; 2026Q1: 3,023 shares; 2026Q2: 3,024 shares 3,024 $356K 0.09% +1 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 loaded; 2024Q4: 2,420 shares; 2025Q1: 2,434 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares; 2026Q1: 2,484 shares; 2026Q2: 2,079 shares 2,079 $351K 0.09% -405 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,603 shares; 2025Q2: 12,753 shares; 2025Q3: 15,855 shares; 2025Q4: 13,394 shares; 2026Q1: 14,516 shares; 2026Q2: 15,779 shares 15,779 $351K 0.09% +1,263 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,338 shares; 2025Q1: 10,438 shares; 2025Q2: 10,538 shares; 2025Q3: 10,538 shares; 2025Q4: 10,738 shares; 2026Q1: 10,638 shares; 2026Q2: 10,538 shares 10,538 $351K 0.09% -100 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,117 shares; 2025Q1: 5,118 shares; 2025Q2: 5,122 shares; 2025Q3: 5,126 shares; 2025Q4: 5,030 shares; 2026Q1: 5,034 shares; 2026Q2: 5,034 shares 5,034 $344K 0.09% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 295 shares; 2025Q4: 299 shares; 2026Q1: 343 shares; 2026Q2: 337 shares 337 $341K 0.08% -6 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,715 shares; 2025Q1: 1,665 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,479 shares; 2026Q1: 1,439 shares; 2026Q2: 1,432 shares 1,432 $340K 0.08% -7 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 752 shares; 2026Q2: 708 shares 708 $338K 0.08% -44 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares; 2026Q2: 2,802 shares 2,802 $333K 0.08% -73 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,249 shares; 2025Q1: 16,110 shares; 2025Q2: 17,429 shares; 2025Q3: 18,348 shares; 2025Q4: 17,153 shares; 2026Q1: 19,422 shares; 2026Q2: 15,564 shares 15,564 $333K 0.08% -3,858 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: not loaded; 2024Q4: 3,900 shares; 2025Q1: 4,340 shares; 2025Q2: 4,213 shares; 2025Q3: 4,247 shares; 2025Q4: 4,247 shares; 2026Q1: 4,017 shares; 2026Q2: 4,047 shares 4,047 $329K 0.08% +30 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,226 shares; 2025Q3: 10,605 shares; 2025Q4: 10,160 shares; 2026Q1: 10,160 shares; 2026Q2: 10,183 shares 10,183 $320K 0.08% +23 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,153 shares 11,153 $319K 0.08% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,746 shares; 2025Q2: 9,914 shares; 2025Q3: 9,964 shares; 2025Q4: 9,845 shares; 2026Q1: 9,845 shares; 2026Q2: 9,360 shares 9,360 $318K 0.08% -485 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,694 shares; 2025Q1: 8,486 shares; 2025Q2: 8,486 shares; 2025Q3: 8,486 shares; 2025Q4: 8,086 shares; 2026Q1: 7,993 shares; 2026Q2: 7,993 shares 7,993 $316K 0.08% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,599 shares; 2025Q1: 8,009 shares; 2025Q2: 7,325 shares; 2025Q3: 7,125 shares; 2025Q4: 6,636 shares; 2026Q1: 6,240 shares; 2026Q2: 6,208 shares 6,208 $309K 0.08% -32 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,875 shares; 2025Q2: 10,012 shares; 2025Q3: 12,162 shares; 2025Q4: 9,914 shares; 2026Q1: 11,198 shares; 2026Q2: 11,257 shares 11,257 $308K 0.08% +59 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 344 shares; 2026Q2: 328 shares 328 $307K 0.08% -16 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,625 shares; 2025Q1: 8,605 shares; 2025Q2: 8,474 shares; 2025Q3: 8,420 shares; 2025Q4: 8,421 shares; 2026Q1: 8,423 shares; 2026Q2: 8,425 shares 8,425 $306K 0.08% +2 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,995 shares; 2025Q1: not reported; 2025Q2: 3,945 shares; 2025Q3: 3,870 shares; 2025Q4: 3,710 shares; 2026Q1: 3,560 shares; 2026Q2: 3,510 shares 3,510 $305K 0.08% -50 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,386 shares 1,386 $302K 0.08% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 382 shares; 2026Q1: 379 shares; 2026Q2: 385 shares 385 $291K 0.07% +6 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,847 shares; 2025Q3: 4,909 shares; 2025Q4: 4,802 shares; 2026Q1: 4,914 shares; 2026Q2: 5,050 shares 5,050 $288K 0.07% +136 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,726 shares; 2025Q1: 6,728 shares; 2025Q2: 6,630 shares; 2025Q3: 6,432 shares; 2025Q4: 6,432 shares; 2026Q1: 6,432 shares; 2026Q2: 6,132 shares 6,132 $286K 0.07% -300 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: not loaded; 2024Q4: 2,146 shares; 2025Q1: 2,248 shares; 2025Q2: 2,239 shares; 2025Q3: 2,240 shares; 2025Q4: 2,242 shares; 2026Q1: 2,243 shares; 2026Q2: 2,244 shares 2,244 $284K 0.07% +1 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: not loaded; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 954 shares; 2025Q3: 876 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 741 shares 741 $277K 0.07% -82 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 3,558 shares; 2025Q4: 3,683 shares; 2026Q1: 3,587 shares; 2026Q2: 3,587 shares 3,587 $277K 0.07% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,950 shares; 2026Q1: not reported; 2026Q2: 2,950 shares 2,950 $276K 0.07% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,416 shares; 2025Q1: 5,416 shares; 2025Q2: 5,416 shares; 2025Q3: 5,416 shares; 2025Q4: 5,416 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $270K 0.07% 0 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: not loaded; 2024Q4: 8,000 shares; 2025Q1: 7,636 shares; 2025Q2: 3,630 shares; 2025Q3: 3,630 shares; 2025Q4: 3,930 shares; 2026Q1: 3,544 shares; 2026Q2: 3,627 shares 3,627 $266K 0.07% +83 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: not loaded; 2024Q4: 1,637 shares; 2025Q1: 1,736 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,409 shares; 2026Q1: 1,816 shares; 2026Q2: 1,953 shares 1,953 $264K 0.07% +137 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,563 shares; 2025Q1: 4,603 shares; 2025Q2: 4,653 shares; 2025Q3: 4,753 shares; 2025Q4: 4,407 shares; 2026Q1: 4,457 shares; 2026Q2: 4,557 shares 4,557 $261K 0.06% +100 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,146 shares; 2025Q4: 9,196 shares; 2026Q1: 9,196 shares; 2026Q2: 7,996 shares 7,996 $260K 0.06% -1,200 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,157 shares 1,157 $258K 0.06% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,435 shares 3,435 $257K 0.06% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,587 shares; 2025Q1: 2,460 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares 2,310 $256K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 754 shares; 2026Q2: 747 shares 747 $253K 0.06% -7 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 349 shares 349 $252K 0.06% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,959 shares; 2025Q1: 3,736 shares; 2025Q2: 3,906 shares; 2025Q3: 3,906 shares; 2025Q4: 3,952 shares; 2026Q1: 3,390 shares; 2026Q2: 3,390 shares 3,390 $252K 0.06% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 541 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 538 shares; 2026Q2: 483 shares 483 $251K 0.06% -55 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212 shares 212 $249K 0.06% new 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: not loaded; 2024Q4: 1,280 shares; 2025Q1: 1,942 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,956 shares; 2026Q1: 1,598 shares; 2026Q2: 1,614 shares 1,614 $237K 0.06% +16 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $235K 0.06% new Timeline VOT 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 loaded; 2024Q4: 817 shares; 2025Q1: not reported; 2025Q2: 817 shares; 2025Q3: 742 shares; 2025Q4: 743 shares; 2026Q1: not reported; 2026Q2: 743 shares 743 $228K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,155 shares; 2026Q1: 2,155 shares; 2026Q2: 2,120 shares 2,120 $227K 0.06% -35 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 877 shares; 2026Q2: 994 shares 994 $219K 0.05% +117 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 loaded; 2024Q4: 1,641 shares; 2025Q1: 2,006 shares; 2025Q2: 1,986 shares; 2025Q3: 1,976 shares; 2025Q4: 1,949 shares; 2026Q1: 1,539 shares; 2026Q2: 1,506 shares 1,506 $216K 0.05% -33 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,809 shares; 2025Q4: 4,766 shares; 2026Q1: 4,709 shares; 2026Q2: 3,274 shares 3,274 $215K 0.05% -1,435 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,716 shares; 2026Q1: not reported; 2026Q2: 8,066 shares 8,066 $213K 0.05% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,874 shares 7,874 $209K 0.05% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,847 shares; 2025Q1: 14,647 shares; 2025Q2: 16,593 shares; 2025Q3: 16,593 shares; 2025Q4: 16,378 shares; 2026Q1: 17,725 shares; 2026Q2: 14,525 shares 14,525 $207K 0.05% -3,200 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,868 shares; 2025Q1: 3,918 shares; 2025Q2: 4,158 shares; 2025Q3: 4,318 shares; 2025Q4: 4,042 shares; 2026Q1: 3,842 shares; 2026Q2: 3,042 shares 3,042 $206K 0.05% -800 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,160 shares 1,160 $205K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481 shares 481 $205K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,275 shares 1,275 $201K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: 644 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 742 shares; 2026Q1: 742 shares; 2026Q2: 742 shares 742 $201K 0.05% 0 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,717 shares; 2025Q1: 20,618 shares; 2025Q2: 20,118 shares; 2025Q3: 18,932 shares; 2025Q4: 17,932 shares; 2026Q1: 17,932 shares; 2026Q2: 17,932 shares 17,932 $145K 0.04% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,643 shares; 2025Q1: 11,643 shares; 2025Q2: 11,643 shares; 2025Q3: 11,643 shares; 2025Q4: 10,204 shares; 2026Q1: 11,638 shares; 2026Q2: 11,638 shares 11,638 $137K 0.03% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,519 shares; 2025Q2: 18,519 shares; 2025Q3: 18,519 shares; 2025Q4: 18,519 shares; 2026Q1: 18,519 shares; 2026Q2: 18,519 shares 18,519 $108K 0.03% 0 Timeline CCLD CARECLOUD INC More: the full row for CARECLOUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,595 shares; 2025Q2: 22,803 shares; 2025Q3: 22,803 shares; 2025Q4: 22,803 shares; 2026Q1: 22,803 shares; 2026Q2: 22,803 shares 22,803 $48.3K 0.01% 0 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $21.6K 0.01% 0 Timeline