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; 2024Q4: 77,504 shares; 2025Q1: 74,214 shares; 2025Q2: 61,012 shares; 2025Q3: 55,419 shares; 2025Q4: 55,202 shares; 2026Q1: 56,180 shares; 2026Q2: 59,249 shares; 2026Q3: 58,194 shares 58,194 $44.4M 5.56% -1,055 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 227,229 shares; 2025Q1: 222,938 shares; 2025Q2: 202,174 shares; 2025Q3: 165,906 shares; 2025Q4: 129,780 shares; 2026Q1: 129,597 shares; 2026Q2: 131,046 shares; 2026Q3: 129,234 shares 129,234 $43M 5.39% -1,812 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,626 shares; 2025Q1: 80,272 shares; 2025Q2: 75,097 shares; 2025Q3: 71,689 shares; 2025Q4: 71,627 shares; 2026Q1: 71,728 shares; 2026Q2: 73,129 shares; 2026Q3: 72,183 shares 72,183 $37M 4.64% -946 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,393 shares; 2025Q1: 127,967 shares; 2025Q2: 116,890 shares; 2025Q3: 114,900 shares; 2025Q4: 112,480 shares; 2026Q1: 109,911 shares; 2026Q2: 106,791 shares; 2026Q3: 107,193 shares 107,193 $36.9M 4.62% +402 Timeline MCHB MECHANICS BANCORP More: the full row for MECHANICS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,423,231 shares; 2026Q1: 2,301,961 shares; 2026Q2: 2,242,540 shares; 2026Q3: 2,242,540 shares 2,242,540 $33.1M 4.15% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,610 shares; 2025Q1: 89,213 shares; 2025Q2: 76,207 shares; 2025Q3: 72,849 shares; 2025Q4: 76,680 shares; 2026Q1: 80,027 shares; 2026Q2: 84,060 shares; 2026Q3: 89,443 shares 89,443 $20.4M 2.56% +5,383 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,495 shares; 2025Q1: 104,326 shares; 2025Q2: 121,667 shares; 2025Q3: 135,359 shares; 2025Q4: 139,533 shares; 2026Q1: 139,696 shares; 2026Q2: 145,534 shares; 2026Q3: 146,804 shares 146,804 $20.2M 2.53% +1,270 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; 2024Q4: 29,662 shares; 2025Q1: 28,017 shares; 2025Q2: 27,184 shares; 2025Q3: 26,120 shares; 2025Q4: 26,052 shares; 2026Q1: 25,833 shares; 2026Q2: 25,040 shares; 2026Q3: 25,145 shares 25,145 $18.6M 2.33% +105 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,449 shares; 2025Q1: 23,247 shares; 2025Q2: 31,190 shares; 2025Q3: 38,129 shares; 2025Q4: 40,282 shares; 2026Q1: 40,427 shares; 2026Q2: 43,917 shares; 2026Q3: 45,190 shares 45,190 $15.3M 1.91% +1,273 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; 2024Q4: 36,941 shares; 2025Q1: 34,788 shares; 2025Q2: 25,279 shares; 2025Q3: 25,046 shares; 2025Q4: 24,495 shares; 2026Q1: 24,821 shares; 2026Q2: 159,501 shares; 2026Q3: 157,714 shares 157,714 $14.2M 1.78% -1,787 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; 2024Q4: 19,595 shares; 2025Q1: 18,691 shares; 2025Q2: 16,998 shares; 2025Q3: 16,284 shares; 2025Q4: 16,407 shares; 2026Q1: 16,259 shares; 2026Q2: 16,216 shares; 2026Q3: 15,535 shares 15,535 $14.1M 1.77% -681 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; 2024Q4: 62,018 shares; 2025Q1: 66,327 shares; 2025Q2: 59,335 shares; 2025Q3: 56,297 shares; 2025Q4: 56,567 shares; 2026Q1: 55,701 shares; 2026Q2: 56,073 shares; 2026Q3: 56,331 shares 56,331 $14M 1.76% +258 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,584 shares; 2025Q1: 62,066 shares; 2025Q2: 52,541 shares; 2025Q3: 51,379 shares; 2025Q4: 49,704 shares; 2026Q1: 49,448 shares; 2026Q2: 51,874 shares; 2026Q3: 52,422 shares 52,422 $13.9M 1.74% +548 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 76,604 shares 76,604 $12.5M 1.56% new 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; 2024Q4: 40,000 shares; 2025Q1: 39,378 shares; 2025Q2: 39,058 shares; 2025Q3: 37,926 shares; 2025Q4: 37,751 shares; 2026Q1: 39,391 shares; 2026Q2: 39,083 shares; 2026Q3: 36,825 shares 36,825 $12.2M 1.53% -2,258 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,225 shares; 2025Q1: 20,000 shares; 2025Q2: 37,160 shares; 2025Q3: 52,545 shares; 2025Q4: 55,904 shares; 2026Q1: 69,714 shares; 2026Q2: 96,267 shares; 2026Q3: 114,735 shares 114,735 $11.6M 1.45% +18,468 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 336,755 shares; 2025Q1: 331,669 shares; 2025Q2: 296,941 shares; 2025Q3: 262,353 shares; 2025Q4: 258,573 shares; 2026Q1: 254,769 shares; 2026Q2: 229,937 shares; 2026Q3: 199,068 shares 199,068 $11.2M 1.4% -30,869 Timeline BKLN 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; 2024Q4: 592,210 shares; 2025Q1: 602,305 shares; 2025Q2: 619,920 shares; 2025Q3: 692,075 shares; 2025Q4: 707,958 shares; 2026Q1: 612,847 shares; 2026Q2: 538,476 shares; 2026Q3: 532,908 shares 532,908 $10.9M 1.36% -5,568 Timeline VWO 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; 2024Q4: 16,012 shares; 2025Q1: 16,150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,177 shares; 2026Q1: 102,921 shares; 2026Q2: 157,733 shares; 2026Q3: 178,511 shares 178,511 $10.6M 1.33% +20,778 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153,251 shares; 2025Q1: 154,275 shares; 2025Q2: 138,061 shares; 2025Q3: 124,429 shares; 2025Q4: 127,831 shares; 2026Q1: 120,423 shares; 2026Q2: 108,368 shares; 2026Q3: 103,254 shares 103,254 $10.6M 1.32% -5,114 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,859 shares; 2025Q1: 33,281 shares; 2025Q2: 31,479 shares; 2025Q3: 31,113 shares; 2025Q4: 30,911 shares; 2026Q1: 30,146 shares; 2026Q2: 29,500 shares; 2026Q3: 26,843 shares 26,843 $9.65M 1.21% -2,657 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; 2024Q4: 17,831 shares; 2025Q1: 19,101 shares; 2025Q2: 19,559 shares; 2025Q3: 19,228 shares; 2025Q4: 19,124 shares; 2026Q1: 19,083 shares; 2026Q2: 19,959 shares; 2026Q3: 19,345 shares 19,345 $9.63M 1.21% -614 Timeline JEPQ 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; 2024Q4: 39,050 shares; 2025Q1: 46,344 shares; 2025Q2: 71,872 shares; 2025Q3: 111,513 shares; 2025Q4: 126,546 shares; 2026Q1: 142,942 shares; 2026Q2: 154,254 shares; 2026Q3: 150,277 shares 150,277 $9.21M 1.15% -3,977 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,615 shares; 2025Q1: 54,671 shares; 2025Q2: 43,623 shares; 2025Q3: 40,262 shares; 2025Q4: 39,313 shares; 2026Q1: 37,710 shares; 2026Q2: 36,853 shares; 2026Q3: 34,202 shares 34,202 $9.05M 1.13% -2,651 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,360 shares; 2025Q1: 32,179 shares; 2025Q2: 28,595 shares; 2025Q3: 25,826 shares; 2025Q4: 25,099 shares; 2026Q1: 25,246 shares; 2026Q2: 27,482 shares; 2026Q3: 25,770 shares 25,770 $8.78M 1.1% -1,712 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; 2024Q4: 30,007 shares; 2025Q1: 28,387 shares; 2025Q2: 26,577 shares; 2025Q3: 24,292 shares; 2025Q4: 47,489 shares; 2026Q1: 45,700 shares; 2026Q2: 42,186 shares; 2026Q3: 43,588 shares 43,588 $8.53M 1.07% +1,402 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,689 shares; 2026Q1: 66,347 shares; 2026Q2: 99,281 shares; 2026Q3: 105,634 shares 105,634 $8.27M 1.04% +6,353 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,131 shares; 2025Q1: 73,229 shares; 2025Q2: 59,200 shares; 2025Q3: 56,669 shares; 2025Q4: 57,164 shares; 2026Q1: 56,560 shares; 2026Q2: 55,404 shares; 2026Q3: 54,276 shares 54,276 $7.45M 0.93% -1,128 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,126 shares; 2025Q1: 81,506 shares; 2025Q2: 73,775 shares; 2025Q3: 73,295 shares; 2025Q4: 71,010 shares; 2026Q1: 71,228 shares; 2026Q2: 70,649 shares; 2026Q3: 66,449 shares 66,449 $7.28M 0.91% -4,200 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,378 shares; 2025Q1: 15,779 shares; 2025Q2: 12,657 shares; 2025Q3: 11,737 shares; 2025Q4: 11,542 shares; 2026Q1: 11,328 shares; 2026Q2: 10,786 shares; 2026Q3: 10,714 shares 10,714 $7.04M 0.88% -72 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,683 shares; 2025Q1: 18,397 shares; 2025Q2: 17,986 shares; 2025Q3: 17,467 shares; 2025Q4: 17,963 shares; 2026Q1: 18,398 shares; 2026Q2: 19,493 shares; 2026Q3: 19,704 shares 19,704 $6.92M 0.87% +211 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,722 shares; 2025Q1: 63,304 shares; 2025Q2: 52,600 shares; 2025Q3: 44,772 shares; 2025Q4: 40,097 shares; 2026Q1: 36,788 shares; 2026Q2: 35,692 shares; 2026Q3: 33,631 shares 33,631 $6.87M 0.86% -2,061 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; 2024Q4: 28,839 shares; 2025Q1: 27,772 shares; 2025Q2: 18,432 shares; 2025Q3: 16,583 shares; 2025Q4: 15,723 shares; 2026Q1: 14,498 shares; 2026Q2: 13,758 shares; 2026Q3: 13,480 shares 13,480 $6.86M 0.86% -278 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; 2024Q4: 6,945 shares; 2025Q1: 6,405 shares; 2025Q2: 6,554 shares; 2025Q3: 6,546 shares; 2025Q4: 6,521 shares; 2026Q1: 6,521 shares; 2026Q2: 9,285 shares; 2026Q3: 9,616 shares 9,616 $6.74M 0.84% +331 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,698 shares; 2025Q1: 23,204 shares; 2025Q2: 18,694 shares; 2025Q3: 18,686 shares; 2025Q4: 18,109 shares; 2026Q1: 18,464 shares; 2026Q2: 18,505 shares; 2026Q3: 18,508 shares 18,508 $6.61M 0.83% +3 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,706 shares; 2025Q1: 62,171 shares; 2025Q2: 73,282 shares; 2025Q3: 78,488 shares; 2025Q4: 79,444 shares; 2026Q1: 84,096 shares; 2026Q2: 93,546 shares; 2026Q3: 89,219 shares 89,219 $6.3M 0.79% -4,327 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,812 shares; 2025Q1: 91,852 shares; 2025Q2: 70,579 shares; 2025Q3: 66,953 shares; 2025Q4: 64,686 shares; 2026Q1: 62,800 shares; 2026Q2: 62,055 shares; 2026Q3: 59,993 shares 59,993 $6.23M 0.78% -2,062 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; 2024Q4: 5,465 shares; 2025Q1: 5,385 shares; 2025Q2: 4,527 shares; 2025Q3: 5,209 shares; 2025Q4: 4,935 shares; 2026Q1: 4,934 shares; 2026Q2: 5,353 shares; 2026Q3: 5,384 shares 5,384 $6.23M 0.78% +31 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,415 shares; 2025Q1: 16,905 shares; 2025Q2: 25,660 shares; 2025Q3: 44,558 shares; 2025Q4: 57,164 shares; 2026Q1: 64,658 shares; 2026Q2: 75,544 shares; 2026Q3: 85,137 shares 85,137 $5.83M 0.73% +9,593 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,058 shares; 2025Q1: 34,344 shares; 2025Q2: 26,519 shares; 2025Q3: 24,424 shares; 2025Q4: 24,302 shares; 2026Q1: 24,169 shares; 2026Q2: 24,068 shares; 2026Q3: 23,731 shares 23,731 $5.54M 0.69% -337 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; 2024Q4: 61,451 shares; 2025Q1: 66,761 shares; 2025Q2: 54,425 shares; 2025Q3: 52,240 shares; 2025Q4: 51,635 shares; 2026Q1: 51,648 shares; 2026Q2: 51,532 shares; 2026Q3: 51,276 shares 51,276 $5.52M 0.69% -256 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; 2024Q4: 19,264 shares; 2025Q1: 21,207 shares; 2025Q2: 21,028 shares; 2025Q3: 20,451 shares; 2025Q4: 20,687 shares; 2026Q1: 20,403 shares; 2026Q2: 20,286 shares; 2026Q3: 19,090 shares 19,090 $5.43M 0.68% -1,196 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,718 shares; 2025Q1: 126,720 shares; 2025Q2: 120,301 shares; 2025Q3: 111,357 shares; 2025Q4: 109,271 shares; 2026Q1: 106,550 shares; 2026Q2: 103,193 shares; 2026Q3: 99,249 shares 99,249 $5.3M 0.66% -3,944 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; 2024Q4: 6,834 shares; 2025Q1: 6,834 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 20,227 shares; 2026Q1: 37,001 shares; 2026Q2: 58,375 shares; 2026Q3: 70,679 shares 70,679 $4.99M 0.63% +12,304 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; 2024Q4: 32,346 shares; 2025Q1: 36,861 shares; 2025Q2: 36,994 shares; 2025Q3: 34,598 shares; 2025Q4: 33,938 shares; 2026Q1: 32,423 shares; 2026Q2: 32,592 shares; 2026Q3: 33,294 shares 33,294 $4.84M 0.61% +702 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,959 shares; 2025Q1: 34,452 shares; 2025Q2: 28,714 shares; 2025Q3: 26,212 shares; 2025Q4: 27,632 shares; 2026Q1: 25,418 shares; 2026Q2: 23,914 shares; 2026Q3: 20,551 shares 20,551 $4.75M 0.59% -3,363 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,694 shares; 2025Q1: 43,779 shares; 2025Q2: 39,939 shares; 2025Q3: 32,109 shares; 2025Q4: 31,088 shares; 2026Q1: 30,088 shares; 2026Q2: 31,068 shares; 2026Q3: 30,925 shares 30,925 $4.7M 0.59% -143 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,235 shares; 2025Q1: 56,945 shares; 2025Q2: 63,580 shares; 2025Q3: 77,550 shares; 2025Q4: 77,760 shares; 2026Q1: 76,459 shares; 2026Q2: 87,002 shares; 2026Q3: 89,072 shares 89,072 $4.56M 0.57% +2,070 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,779 shares; 2025Q1: 4,074 shares; 2025Q2: 3,178 shares; 2025Q3: 3,995 shares; 2025Q4: 4,444 shares; 2026Q1: 4,524 shares; 2026Q2: 5,043 shares; 2026Q3: 5,178 shares 5,178 $4.42M 0.55% +135 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; 2024Q4: 7,593 shares; 2025Q1: 8,629 shares; 2025Q2: 6,853 shares; 2025Q3: 6,523 shares; 2025Q4: 6,948 shares; 2026Q1: 6,692 shares; 2026Q2: 6,585 shares; 2026Q3: 6,768 shares 6,768 $4.35M 0.54% +183 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,354 shares; 2025Q1: 12,325 shares; 2025Q2: 12,132 shares; 2025Q3: 12,168 shares; 2025Q4: 13,263 shares; 2026Q1: 14,536 shares; 2026Q2: 15,961 shares; 2026Q3: 15,933 shares 15,933 $4.17M 0.52% -28 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,592 shares; 2025Q1: 8,715 shares; 2025Q2: 8,395 shares; 2025Q3: 8,290 shares; 2025Q4: 8,212 shares; 2026Q1: 7,981 shares; 2026Q2: 31,724 shares; 2026Q3: 32,727 shares 32,727 $4.1M 0.51% +1,003 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,556 shares; 2025Q1: 3,547 shares; 2025Q2: 3,454 shares; 2025Q3: 3,497 shares; 2025Q4: 3,584 shares; 2026Q1: 3,626 shares; 2026Q2: 3,911 shares; 2026Q3: 3,723 shares 3,723 $3.94M 0.49% -188 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,170 shares; 2025Q1: 23,123 shares; 2025Q2: 21,567 shares; 2025Q3: 21,609 shares; 2025Q4: 22,541 shares; 2026Q1: 22,971 shares; 2026Q2: 22,850 shares; 2026Q3: 46,149 shares 46,149 $3.89M 0.49% +23,299 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,356 shares; 2025Q1: 72,560 shares; 2025Q2: 58,590 shares; 2025Q3: 56,595 shares; 2025Q4: 55,700 shares; 2026Q1: 52,010 shares; 2026Q2: 41,933 shares; 2026Q3: 38,762 shares 38,762 $3.83M 0.48% -3,171 Timeline VGK 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; 2024Q4: 12,006 shares; 2025Q1: 13,564 shares; 2025Q2: 21,779 shares; 2025Q3: 28,861 shares; 2025Q4: 29,297 shares; 2026Q1: 33,074 shares; 2026Q2: 38,894 shares; 2026Q3: 43,492 shares 43,492 $3.78M 0.47% +4,598 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,049 shares; 2025Q1: 24,284 shares; 2025Q2: 21,334 shares; 2025Q3: 20,668 shares; 2025Q4: 20,346 shares; 2026Q1: 19,774 shares; 2026Q2: 19,470 shares; 2026Q3: 17,899 shares 17,899 $3.76M 0.47% -1,571 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,157 shares; 2025Q1: 22,193 shares; 2025Q2: 19,365 shares; 2025Q3: 20,159 shares; 2025Q4: 19,842 shares; 2026Q1: 17,316 shares; 2026Q2: 15,381 shares; 2026Q3: 14,429 shares 14,429 $3.72M 0.47% -952 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146,544 shares; 2025Q1: 149,200 shares; 2025Q2: 148,203 shares; 2025Q3: 168,628 shares; 2025Q4: 164,452 shares; 2026Q1: 145,638 shares; 2026Q2: 138,057 shares; 2026Q3: 129,862 shares 129,862 $3.72M 0.47% -8,195 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,910 shares; 2025Q1: 23,898 shares; 2025Q2: 19,379 shares; 2025Q3: 18,783 shares; 2025Q4: 19,596 shares; 2026Q1: 22,419 shares; 2026Q2: 25,242 shares; 2026Q3: 26,520 shares 26,520 $3.61M 0.45% +1,278 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; 2024Q4: 4,926 shares; 2025Q1: 4,558 shares; 2025Q2: 3,857 shares; 2025Q3: 3,738 shares; 2025Q4: 3,726 shares; 2026Q1: 3,810 shares; 2026Q2: 3,897 shares; 2026Q3: 3,968 shares 3,968 $3.57M 0.45% +71 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,698 shares; 2025Q1: 75,832 shares; 2025Q2: 69,541 shares; 2025Q3: 73,991 shares; 2025Q4: 78,018 shares; 2026Q1: 80,847 shares; 2026Q2: 78,613 shares; 2026Q3: 79,409 shares 79,409 $3.54M 0.44% +796 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,585 shares; 2025Q1: 2,555 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,242 shares; 2026Q1: 2,387 shares; 2026Q2: 4,576 shares; 2026Q3: 4,618 shares 4,618 $3.54M 0.44% +42 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; 2024Q4: 24,630 shares; 2025Q1: 22,890 shares; 2025Q2: 22,615 shares; 2025Q3: 22,198 shares; 2025Q4: 22,001 shares; 2026Q1: 21,822 shares; 2026Q2: 21,341 shares; 2026Q3: 21,725 shares 21,725 $3.37M 0.42% +384 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; 2024Q4: 55,199 shares; 2025Q1: 53,780 shares; 2025Q2: 45,559 shares; 2025Q3: 38,371 shares; 2025Q4: 35,182 shares; 2026Q1: 32,473 shares; 2026Q2: 30,336 shares; 2026Q3: 22,520 shares 22,520 $3.27M 0.41% -7,816 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; 2024Q4: 74,137 shares; 2025Q1: 71,725 shares; 2025Q2: 57,535 shares; 2025Q3: 48,998 shares; 2025Q4: 47,488 shares; 2026Q1: 40,991 shares; 2026Q2: 41,237 shares; 2026Q3: 37,824 shares 37,824 $3.26M 0.41% -3,413 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,430 shares; 2025Q1: 60,078 shares; 2025Q2: 49,303 shares; 2025Q3: 47,803 shares; 2025Q4: 45,303 shares; 2026Q1: 46,768 shares; 2026Q2: 51,359 shares; 2026Q3: 63,254 shares 63,254 $3.21M 0.4% +11,895 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; 2024Q4: 7,876 shares; 2025Q1: 7,208 shares; 2025Q2: 6,445 shares; 2025Q3: 9,948 shares; 2025Q4: 10,486 shares; 2026Q1: 9,387 shares; 2026Q2: 8,733 shares; 2026Q3: 8,019 shares 8,019 $3.19M 0.4% -714 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,270 shares; 2025Q1: 31,845 shares; 2025Q2: 29,845 shares; 2025Q3: 29,355 shares; 2025Q4: 31,049 shares; 2026Q1: 33,777 shares; 2026Q2: 42,685 shares; 2026Q3: 43,571 shares 43,571 $3.13M 0.39% +886 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,405 shares; 2025Q1: 28,972 shares; 2025Q2: 25,257 shares; 2025Q3: 24,122 shares; 2025Q4: 23,206 shares; 2026Q1: 22,440 shares; 2026Q2: 22,194 shares; 2026Q3: 18,518 shares 18,518 $3.09M 0.39% -3,676 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,053 shares; 2025Q1: 27,523 shares; 2025Q2: 25,975 shares; 2025Q3: 22,882 shares; 2025Q4: 22,283 shares; 2026Q1: 20,483 shares; 2026Q2: 18,829 shares; 2026Q3: 18,317 shares 18,317 $3.08M 0.39% -512 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; 2024Q4: 21,979 shares; 2025Q1: 21,711 shares; 2025Q2: 18,216 shares; 2025Q3: 18,196 shares; 2025Q4: 17,536 shares; 2026Q1: 16,715 shares; 2026Q2: 16,904 shares; 2026Q3: 15,464 shares 15,464 $2.95M 0.37% -1,440 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares; 2026Q1: 1,441 shares; 2026Q2: 14,620 shares; 2026Q3: 14,215 shares 14,215 $2.77M 0.35% -405 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,065 shares; 2025Q1: 12,980 shares; 2025Q2: 9,724 shares; 2025Q3: 8,734 shares; 2025Q4: 8,051 shares; 2026Q1: 7,211 shares; 2026Q2: 7,072 shares; 2026Q3: 7,491 shares 7,491 $2.46M 0.31% +419 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,916 shares; 2025Q1: 44,549 shares; 2025Q2: 38,907 shares; 2025Q3: 37,177 shares; 2025Q4: 36,641 shares; 2026Q1: 33,702 shares; 2026Q2: 28,844 shares; 2026Q3: 25,837 shares 25,837 $2.44M 0.31% -3,007 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,549 shares; 2025Q1: 37,087 shares; 2025Q2: 33,810 shares; 2025Q3: 33,077 shares; 2025Q4: 29,396 shares; 2026Q1: 27,213 shares; 2026Q2: 24,984 shares; 2026Q3: 24,178 shares 24,178 $2.36M 0.3% -806 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,278 shares; 2025Q1: 4,824 shares; 2025Q2: 4,501 shares; 2025Q3: 4,261 shares; 2025Q4: 4,369 shares; 2026Q1: 4,231 shares; 2026Q2: 4,320 shares; 2026Q3: 4,109 shares 4,109 $2.27M 0.28% -211 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; 2024Q4: 9,659 shares; 2025Q1: 14,674 shares; 2025Q2: 14,065 shares; 2025Q3: 14,170 shares; 2025Q4: 14,380 shares; 2026Q1: 13,831 shares; 2026Q2: 14,062 shares; 2026Q3: 12,279 shares 12,279 $2.26M 0.28% -1,783 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,943 shares; 2025Q1: 31,348 shares; 2025Q2: 27,203 shares; 2025Q3: 24,432 shares; 2025Q4: 22,953 shares; 2026Q1: 21,178 shares; 2026Q2: 20,307 shares; 2026Q3: 16,891 shares 16,891 $2.14M 0.27% -3,416 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 207,780 shares; 2025Q1: 202,818 shares; 2025Q2: 105,686 shares; 2025Q3: 64,749 shares; 2025Q4: 67,335 shares; 2026Q1: 66,403 shares; 2026Q2: 57,347 shares; 2026Q3: 57,677 shares 57,677 $2.06M 0.26% +330 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,000 shares; 2025Q1: 108,750 shares; 2025Q2: 107,500 shares; 2025Q3: 106,000 shares; 2025Q4: 106,000 shares; 2026Q1: 106,000 shares; 2026Q2: 103,000 shares; 2026Q3: 89,283 shares 89,283 $1.99M 0.25% -13,717 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; 2024Q4: 58,368 shares; 2025Q1: 54,305 shares; 2025Q2: 39,192 shares; 2025Q3: 37,081 shares; 2025Q4: 35,601 shares; 2026Q1: 33,046 shares; 2026Q2: 32,344 shares; 2026Q3: 29,547 shares 29,547 $1.99M 0.25% -2,797 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,566 shares; 2025Q1: 9,257 shares; 2025Q2: 8,132 shares; 2025Q3: 8,247 shares; 2025Q4: 8,542 shares; 2026Q1: 7,945 shares; 2026Q2: 8,323 shares; 2026Q3: 7,146 shares 7,146 $1.97M 0.25% -1,177 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,125 shares; 2026Q3: 25,257 shares 25,257 $1.95M 0.24% +9,132 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,854 shares; 2025Q1: 7,444 shares; 2025Q2: 5,576 shares; 2025Q3: 4,482 shares; 2025Q4: 4,273 shares; 2026Q1: 3,984 shares; 2026Q2: 3,970 shares; 2026Q3: 4,623 shares 4,623 $1.95M 0.24% +653 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; 2024Q4: 11,409 shares; 2025Q1: 10,809 shares; 2025Q2: 9,192 shares; 2025Q3: 9,068 shares; 2025Q4: 9,068 shares; 2026Q1: 9,658 shares; 2026Q2: 9,533 shares; 2026Q3: 9,439 shares 9,439 $1.92M 0.24% -94 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,707 shares; 2025Q1: 17,204 shares; 2025Q2: 17,076 shares; 2025Q3: 16,413 shares; 2025Q4: 15,033 shares; 2026Q1: 12,722 shares; 2026Q2: 12,380 shares; 2026Q3: 10,905 shares 10,905 $1.86M 0.23% -1,475 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,660 shares; 2025Q1: 2,535 shares; 2025Q2: 2,364 shares; 2025Q3: 2,498 shares; 2025Q4: 2,556 shares; 2026Q1: 2,374 shares; 2026Q2: 2,567 shares; 2026Q3: 2,726 shares 2,726 $1.84M 0.23% +159 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,233 shares; 2025Q1: 9,507 shares; 2025Q2: 10,410 shares; 2025Q3: 11,626 shares; 2025Q4: 11,280 shares; 2026Q1: 10,747 shares; 2026Q2: 9,722 shares; 2026Q3: 8,232 shares 8,232 $1.82M 0.23% -1,490 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,395 shares; 2025Q2: 13,401 shares; 2025Q3: 11,536 shares; 2025Q4: 11,386 shares; 2026Q1: 12,636 shares; 2026Q2: 13,395 shares; 2026Q3: 14,345 shares 14,345 $1.72M 0.22% +950 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; 2024Q4: 30,898 shares; 2025Q1: 37,752 shares; 2025Q2: 27,643 shares; 2025Q3: 26,439 shares; 2025Q4: 31,780 shares; 2026Q1: 31,780 shares; 2026Q2: 31,677 shares; 2026Q3: 31,122 shares 31,122 $1.69M 0.21% -555 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,575 shares; 2025Q1: 26,714 shares; 2025Q2: 25,685 shares; 2025Q3: 23,417 shares; 2025Q4: 23,102 shares; 2026Q1: 21,915 shares; 2026Q2: 21,723 shares; 2026Q3: 19,763 shares 19,763 $1.64M 0.21% -1,960 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,839 shares; 2025Q1: 64,769 shares; 2025Q2: 49,272 shares; 2025Q3: 45,302 shares; 2025Q4: 43,992 shares; 2026Q1: 39,961 shares; 2026Q2: 39,909 shares; 2026Q3: 34,991 shares 34,991 $1.63M 0.2% -4,918 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; 2024Q4: 1,064 shares; 2025Q1: 2,517 shares; 2025Q2: 2,503 shares; 2025Q3: 2,507 shares; 2025Q4: 2,395 shares; 2026Q1: 2,395 shares; 2026Q2: 2,401 shares; 2026Q3: 2,231 shares 2,231 $1.62M 0.2% -170 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; 2024Q4: 27,202 shares; 2025Q1: 26,817 shares; 2025Q2: 22,539 shares; 2025Q3: 16,003 shares; 2025Q4: 13,673 shares; 2026Q1: 12,760 shares; 2026Q2: 11,429 shares; 2026Q3: 10,991 shares 10,991 $1.61M 0.2% -438 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,981 shares; 2025Q1: 9,581 shares; 2025Q2: 9,120 shares; 2025Q3: 8,425 shares; 2025Q4: 16,439 shares; 2026Q1: 15,425 shares; 2026Q2: 14,959 shares; 2026Q3: 14,641 shares 14,641 $1.59M 0.2% -318 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,373 shares; 2025Q1: 2,250 shares; 2025Q2: 2,180 shares; 2025Q3: 2,130 shares; 2025Q4: 2,100 shares; 2026Q1: 2,037 shares; 2026Q2: 2,013 shares; 2026Q3: 1,957 shares 1,957 $1.59M 0.2% -56 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,942 shares; 2025Q1: 24,565 shares; 2025Q2: 23,816 shares; 2025Q3: 23,168 shares; 2025Q4: 22,223 shares; 2026Q1: 22,040 shares; 2026Q2: 23,616 shares; 2026Q3: 21,693 shares 21,693 $1.56M 0.2% -1,923 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,042 shares; 2025Q1: 4,942 shares; 2025Q2: 4,355 shares; 2025Q3: 3,540 shares; 2025Q4: 3,529 shares; 2026Q1: 3,394 shares; 2026Q2: 5,070 shares; 2026Q3: 5,533 shares 5,533 $1.54M 0.19% +463 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,750 shares; 2025Q1: 89,750 shares; 2025Q2: 94,500 shares; 2025Q3: 94,375 shares; 2025Q4: 94,375 shares; 2026Q1: 93,000 shares; 2026Q2: 90,500 shares; 2026Q3: 80,000 shares 80,000 $1.52M 0.19% -10,500 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,577 shares; 2025Q1: 28,359 shares; 2025Q2: 26,645 shares; 2025Q3: 25,860 shares; 2025Q4: 51,613 shares; 2026Q1: 51,208 shares; 2026Q2: 48,886 shares; 2026Q3: 37,950 shares 37,950 $1.5M 0.19% -10,936 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; 2024Q4: 6,760 shares; 2025Q1: 10,260 shares; 2025Q2: 10,526 shares; 2025Q3: 10,145 shares; 2025Q4: 10,010 shares; 2026Q1: 10,010 shares; 2026Q2: 10,010 shares; 2026Q3: 9,875 shares 9,875 $1.47M 0.18% -135 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,180 shares; 2025Q1: 14,953 shares; 2025Q2: 14,659 shares; 2025Q3: 14,073 shares; 2025Q4: 12,582 shares; 2026Q1: 11,865 shares; 2026Q2: 11,260 shares; 2026Q3: 11,171 shares 11,171 $1.4M 0.18% -89 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; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 3,617 shares; 2025Q3: 3,333 shares; 2025Q4: 3,134 shares; 2026Q1: 3,612 shares; 2026Q2: 3,642 shares; 2026Q3: 3,642 shares 3,642 $1.39M 0.17% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,669 shares; 2025Q1: 7,407 shares; 2025Q2: 6,437 shares; 2025Q3: 6,195 shares; 2025Q4: 5,578 shares; 2026Q1: 5,261 shares; 2026Q2: 5,143 shares; 2026Q3: 5,026 shares 5,026 $1.37M 0.17% -117 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,212 shares; 2025Q1: 64,093 shares; 2025Q2: 50,681 shares; 2025Q3: 36,611 shares; 2025Q4: 27,659 shares; 2026Q1: 18,394 shares; 2026Q2: 15,594 shares; 2026Q3: 16,904 shares 16,904 $1.31M 0.16% +1,310 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,070 shares; 2025Q1: 11,303 shares; 2025Q2: 8,018 shares; 2025Q3: 7,993 shares; 2025Q4: 7,983 shares; 2026Q1: 7,958 shares; 2026Q2: 8,428 shares; 2026Q3: 7,017 shares 7,017 $1.3M 0.16% -1,411 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; 2024Q4: 4,875 shares; 2025Q1: 5,175 shares; 2025Q2: 4,896 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares; 2026Q1: 4,625 shares; 2026Q2: 4,696 shares; 2026Q3: 4,646 shares 4,646 $1.3M 0.16% -50 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; 2024Q4: 9,350 shares; 2025Q1: 9,259 shares; 2025Q2: 8,706 shares; 2025Q3: 6,666 shares; 2025Q4: 5,129 shares; 2026Q1: 4,391 shares; 2026Q2: 4,425 shares; 2026Q3: 3,389 shares 3,389 $1.24M 0.16% -1,036 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; 2024Q4: 19,944 shares; 2025Q1: 17,933 shares; 2025Q2: 16,451 shares; 2025Q3: 13,614 shares; 2025Q4: 13,247 shares; 2026Q1: 12,602 shares; 2026Q2: 11,062 shares; 2026Q3: 10,413 shares 10,413 $1.19M 0.15% -649 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,780 shares; 2025Q1: 15,568 shares; 2025Q2: 12,768 shares; 2025Q3: 11,339 shares; 2025Q4: 12,374 shares; 2026Q1: 11,704 shares; 2026Q2: 11,003 shares; 2026Q3: 9,754 shares 9,754 $1.17M 0.15% -1,249 Timeline HELO 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; 2024Q4: 9,250 shares; 2025Q1: 13,255 shares; 2025Q2: 14,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,110 shares; 2026Q1: 17,810 shares; 2026Q2: 17,470 shares; 2026Q3: 16,570 shares 16,570 $1.15M 0.14% -900 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,495 shares; 2025Q1: 2,313 shares; 2025Q2: 1,948 shares; 2025Q3: 2,383 shares; 2025Q4: 25,742 shares; 2026Q1: 22,519 shares; 2026Q2: 16,081 shares; 2026Q3: 16,093 shares 16,093 $1.12M 0.14% +12 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,738 shares; 2025Q1: 2,357 shares; 2025Q2: 2,322 shares; 2025Q3: 2,279 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,466 shares; 2026Q3: 2,346 shares 2,346 $1.11M 0.14% -120 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; 2024Q4: 13,699 shares; 2025Q1: 14,374 shares; 2025Q2: 13,348 shares; 2025Q3: 12,530 shares; 2025Q4: 11,711 shares; 2026Q1: 11,042 shares; 2026Q2: 10,962 shares; 2026Q3: 10,337 shares 10,337 $1.08M 0.14% -625 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,428 shares; 2025Q2: 4,483 shares; 2025Q3: 5,093 shares; 2025Q4: 8,829 shares; 2026Q1: 9,273 shares; 2026Q2: 9,042 shares; 2026Q3: 9,389 shares 9,389 $1.04M 0.13% +347 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,411 shares; 2025Q1: 16,750 shares; 2025Q2: 16,028 shares; 2025Q3: 15,405 shares; 2025Q4: 15,380 shares; 2026Q1: 15,157 shares; 2026Q2: 13,077 shares; 2026Q3: 12,827 shares 12,827 $1.03M 0.13% -250 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,776 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares; 2026Q2: 1,642 shares; 2026Q3: 1,519 shares 1,519 $1.02M 0.13% -123 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,581 shares; 2025Q1: 5,700 shares; 2025Q2: 5,731 shares; 2025Q3: 5,491 shares; 2025Q4: 5,491 shares; 2026Q1: 5,446 shares; 2026Q2: 5,366 shares; 2026Q3: 5,363 shares 5,363 $1.01M 0.13% -3 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; 2024Q4: 12,366 shares; 2025Q1: 12,116 shares; 2025Q2: 9,055 shares; 2025Q3: 7,065 shares; 2025Q4: 7,065 shares; 2026Q1: 6,215 shares; 2026Q2: 6,359 shares; 2026Q3: 6,285 shares 6,285 $975K 0.12% -74 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,548 shares; 2025Q1: 95,913 shares; 2025Q2: 61,668 shares; 2025Q3: 50,493 shares; 2025Q4: 45,349 shares; 2026Q1: 43,415 shares; 2026Q2: 43,631 shares; 2026Q3: 34,063 shares 34,063 $971K 0.12% -9,568 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,155 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,045 shares; 2026Q2: 2,033 shares; 2026Q3: 1,958 shares 1,958 $947K 0.12% -75 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,169 shares; 2026Q3: 4,383 shares 4,383 $925K 0.12% -6,786 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; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 2,300 shares; 2026Q2: 2,616 shares; 2026Q3: 2,556 shares 2,556 $911K 0.11% -60 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; 2024Q4: 57,154 shares; 2025Q1: 54,526 shares; 2025Q2: 41,574 shares; 2025Q3: 32,264 shares; 2025Q4: 30,517 shares; 2026Q1: 26,486 shares; 2026Q2: 19,485 shares; 2026Q3: 14,442 shares 14,442 $901K 0.11% -5,043 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,636 shares; 2025Q1: 8,636 shares; 2025Q2: 7,636 shares; 2025Q3: 7,636 shares; 2025Q4: 8,032 shares; 2026Q1: 8,470 shares; 2026Q2: 8,470 shares; 2026Q3: 8,470 shares 8,470 $880K 0.11% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,672 shares; 2025Q1: 4,312 shares; 2025Q2: 3,672 shares; 2025Q3: 3,617 shares; 2025Q4: 3,870 shares; 2026Q1: 3,767 shares; 2026Q2: 3,849 shares; 2026Q3: 3,639 shares 3,639 $849K 0.11% -210 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 871 shares 871 $846K 0.11% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,220 shares; 2025Q1: 3,600 shares; 2025Q2: 4,717 shares; 2025Q3: 5,255 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares; 2026Q3: 5,400 shares 5,400 $841K 0.11% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,832 shares; 2025Q1: 13,737 shares; 2025Q2: 12,282 shares; 2025Q3: 11,902 shares; 2025Q4: 11,607 shares; 2026Q1: 11,037 shares; 2026Q2: 9,503 shares; 2026Q3: 6,127 shares 6,127 $835K 0.1% -3,376 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,013 shares; 2025Q1: 12,835 shares; 2025Q2: 11,977 shares; 2025Q3: 10,734 shares; 2025Q4: 19,805 shares; 2026Q1: 19,355 shares; 2026Q2: 19,925 shares; 2026Q3: 17,009 shares 17,009 $828K 0.1% -2,916 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; 2024Q4: 1,221 shares; 2025Q1: 1,511 shares; 2025Q2: 1,093 shares; 2025Q3: 1,008 shares; 2025Q4: 953 shares; 2026Q1: 884 shares; 2026Q2: 882 shares; 2026Q3: 871 shares 871 $828K 0.1% -11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,584 shares; 2026Q3: 5,238 shares 5,238 $812K 0.1% -346 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares; 2026Q1: 33,000 shares; 2026Q2: 34,770 shares; 2026Q3: 34,770 shares 34,770 $799K 0.1% 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; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares; 2026Q3: 1,900 shares 1,900 $791K 0.1% 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; 2024Q4: 2,899 shares; 2025Q1: 3,899 shares; 2025Q2: 2,500 shares; 2025Q3: 2,465 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares; 2026Q2: 2,498 shares; 2026Q3: 2,507 shares 2,507 $783K 0.1% +9 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; 2024Q4: 2,288 shares; 2025Q1: 3,528 shares; 2025Q2: 3,470 shares; 2025Q3: 3,470 shares; 2025Q4: 3,909 shares; 2026Q1: 3,280 shares; 2026Q2: 3,652 shares; 2026Q3: 3,500 shares 3,500 $770K 0.1% -152 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; 2024Q4: 3,752 shares; 2025Q1: 5,492 shares; 2025Q2: 5,507 shares; 2025Q3: 4,620 shares; 2025Q4: 4,620 shares; 2026Q1: 4,535 shares; 2026Q2: 5,363 shares; 2026Q3: 5,443 shares 5,443 $720K 0.09% +80 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; 2024Q4: 812 shares; 2025Q1: 931 shares; 2025Q2: 981 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 895 shares; 2026Q2: 1,277 shares; 2026Q3: 1,557 shares 1,557 $669K 0.08% +280 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,353 shares 19,353 $664K 0.08% new 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; 2024Q4: 10,087 shares; 2025Q1: 10,379 shares; 2025Q2: 10,772 shares; 2025Q3: 8,435 shares; 2025Q4: 8,385 shares; 2026Q1: 8,135 shares; 2026Q2: 9,721 shares; 2026Q3: 8,626 shares 8,626 $653K 0.08% -1,095 Timeline BBEU 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; 2024Q4: 6,969 shares; 2025Q1: 6,969 shares; 2025Q2: 6,969 shares; 2025Q3: 6,969 shares; 2025Q4: 6,969 shares; 2026Q1: 6,969 shares; 2026Q2: 8,549 shares; 2026Q3: 8,549 shares 8,549 $647K 0.08% 0 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; 2024Q4: 14,410 shares; 2025Q1: 14,319 shares; 2025Q2: 11,834 shares; 2025Q3: 10,696 shares; 2025Q4: 20,355 shares; 2026Q1: 19,284 shares; 2026Q2: 15,783 shares; 2026Q3: 9,703 shares 9,703 $597K 0.07% -6,080 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; 2024Q4: 3,800 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,666 shares; 2025Q4: 1,726 shares; 2026Q1: 1,580 shares; 2026Q2: 1,575 shares; 2026Q3: 1,575 shares 1,575 $589K 0.07% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,674 shares 9,674 $588K 0.07% new 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; 2024Q4: 7,619 shares; 2025Q1: 7,619 shares; 2025Q2: 6,619 shares; 2025Q3: 6,539 shares; 2025Q4: 6,489 shares; 2026Q1: 6,489 shares; 2026Q2: 6,489 shares; 2026Q3: 6,489 shares 6,489 $582K 0.07% 0 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; 2024Q4: 2,900 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares; 2026Q3: 2,088 shares 2,088 $568K 0.07% -712 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; 2024Q4: 10,753 shares; 2025Q1: 10,553 shares; 2025Q2: 4,665 shares; 2025Q3: 3,784 shares; 2025Q4: 7,045 shares; 2026Q1: 7,045 shares; 2026Q2: 7,045 shares; 2026Q3: 7,045 shares 7,045 $564K 0.07% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,246 shares; 2026Q1: 5,242 shares; 2026Q2: 8,000 shares; 2026Q3: 8,416 shares 8,416 $562K 0.07% +416 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,920 shares; 2026Q3: 1,920 shares 1,920 $553K 0.07% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,365 shares; 2025Q1: 19,095 shares; 2025Q2: 16,490 shares; 2025Q3: 14,285 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares; 2026Q2: 12,600 shares; 2026Q3: 12,600 shares 12,600 $532K 0.07% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233 shares; 2026Q2: 482 shares; 2026Q3: 542 shares 542 $518K 0.06% +60 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,575 shares; 2025Q1: 16,575 shares; 2025Q2: 10,900 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 9,833 shares; 2026Q3: 9,804 shares 9,804 $515K 0.06% -29 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,106 shares; 2025Q1: 1,315 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares; 2026Q2: 1,372 shares; 2026Q3: 1,270 shares 1,270 $504K 0.06% -102 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,000 shares; 2025Q1: 8,550 shares; 2025Q2: 7,485 shares; 2025Q3: 6,795 shares; 2025Q4: 6,795 shares; 2026Q1: 6,570 shares; 2026Q2: 6,600 shares; 2026Q3: 6,330 shares 6,330 $493K 0.06% -270 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; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 843 shares; 2025Q3: 844 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 991 shares; 2026Q3: 987 shares 987 $446K 0.06% -4 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,282 shares; 2025Q1: 3,444 shares; 2025Q2: 3,235 shares; 2025Q3: 3,210 shares; 2025Q4: 3,205 shares; 2026Q1: 2,732 shares; 2026Q2: 3,165 shares; 2026Q3: 3,388 shares 3,388 $435K 0.05% +223 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,035 shares; 2026Q2: 1,117 shares; 2026Q3: 1,117 shares 1,117 $433K 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,250 shares; 2025Q1: 15,583 shares; 2025Q2: 14,760 shares; 2025Q3: 13,890 shares; 2025Q4: 13,865 shares; 2026Q1: 9,145 shares; 2026Q2: 8,304 shares; 2026Q3: 4,354 shares 4,354 $429K 0.05% -3,950 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; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 1,394 shares; 2025Q3: 1,305 shares; 2025Q4: 1,260 shares; 2026Q1: 1,200 shares; 2026Q2: 1,393 shares; 2026Q3: 1,379 shares 1,379 $419K 0.05% -14 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367 shares; 2026Q2: 345 shares; 2026Q3: 418 shares 418 $418K 0.05% +73 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,980 shares; 2025Q1: 3,980 shares; 2025Q2: 3,980 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares; 2026Q1: 3,980 shares; 2026Q2: 3,653 shares; 2026Q3: 3,650 shares 3,650 $387K 0.05% -3 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; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,083 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,184 shares; 2026Q3: 1,176 shares 1,176 $380K 0.05% -8 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,649 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 1,651 shares; 2026Q3: 1,651 shares 1,651 $380K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,337 shares; 2026Q3: 8,032 shares 8,032 $376K 0.05% -305 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,625 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,358 shares; 2026Q2: 1,448 shares; 2026Q3: 1,448 shares 1,448 $359K 0.04% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,715 shares; 2026Q2: 1,260 shares; 2026Q3: 1,260 shares 1,260 $356K 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,184 shares; 2025Q1: 8,157 shares; 2025Q2: 7,236 shares; 2025Q3: 6,808 shares; 2025Q4: 6,343 shares; 2026Q1: 5,943 shares; 2026Q2: 6,130 shares; 2026Q3: 6,130 shares 6,130 $354K 0.04% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,600 shares; 2026Q1: 12,045 shares; 2026Q2: 12,045 shares; 2026Q3: 13,710 shares 13,710 $354K 0.04% +1,665 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,485 shares; 2025Q2: 14,485 shares; 2025Q3: 14,485 shares; 2025Q4: 14,485 shares; 2026Q1: 14,485 shares; 2026Q2: 14,485 shares; 2026Q3: 14,485 shares 14,485 $336K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,464 shares; 2026Q3: 1,450 shares 1,450 $322K 0.04% -14 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $313K 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,211 shares; 2025Q1: 12,757 shares; 2025Q2: 7,565 shares; 2025Q3: 4,285 shares; 2025Q4: 3,755 shares; 2026Q1: 3,450 shares; 2026Q2: 3,335 shares; 2026Q3: 3,335 shares 3,335 $312K 0.04% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,080 shares; 2025Q1: 7,480 shares; 2025Q2: 7,280 shares; 2025Q3: 6,645 shares; 2025Q4: 6,645 shares; 2026Q1: 6,075 shares; 2026Q2: 5,525 shares; 2026Q3: 4,400 shares 4,400 $298K 0.04% -1,125 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,940 shares; 2025Q1: 9,840 shares; 2025Q2: 5,553 shares; 2025Q3: 5,093 shares; 2025Q4: 3,963 shares; 2026Q1: 3,125 shares; 2026Q2: 3,393 shares; 2026Q3: 3,112 shares 3,112 $292K 0.04% -281 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,915 shares; 2025Q1: 3,157 shares; 2025Q2: 2,187 shares; 2025Q3: 2,060 shares; 2025Q4: 1,885 shares; 2026Q1: 1,806 shares; 2026Q2: 1,680 shares; 2026Q3: 1,128 shares 1,128 $290K 0.04% -552 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 594 shares; 2026Q3: 559 shares 559 $286K 0.04% -35 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,039 shares; 2025Q1: 1,895 shares; 2025Q2: 1,913 shares; 2025Q3: 1,918 shares; 2025Q4: 1,759 shares; 2026Q1: 1,774 shares; 2026Q2: 1,673 shares; 2026Q3: 1,378 shares 1,378 $286K 0.04% -295 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares; 2026Q3: 267 shares 267 $284K 0.04% +67 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,077 shares 1,077 $282K 0.04% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,060 shares; 2025Q1: 1,725 shares; 2025Q2: 1,736 shares; 2025Q3: 1,575 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares; 2026Q2: 1,960 shares; 2026Q3: 1,825 shares 1,825 $281K 0.04% -135 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 99 shares 99 $280K 0.04% +24 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,810 shares; 2025Q1: 1,677 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,442 shares; 2026Q2: 1,003 shares; 2026Q3: 1,003 shares 1,003 $279K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,400 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,025 shares; 2025Q4: 2,000 shares; 2026Q1: 1,875 shares; 2026Q2: 1,350 shares; 2026Q3: 1,325 shares 1,325 $279K 0.03% -25 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; 2024Q4: 9,140 shares; 2025Q1: 7,740 shares; 2025Q2: 6,260 shares; 2025Q3: 5,510 shares; 2025Q4: 5,510 shares; 2026Q1: 4,885 shares; 2026Q2: 4,885 shares; 2026Q3: 4,460 shares 4,460 $270K 0.03% -425 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,150 shares; 2026Q3: 1,150 shares 1,150 $269K 0.03% 0 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; 2024Q4: 11,447 shares; 2025Q1: 10,654 shares; 2025Q2: 9,049 shares; 2025Q3: 6,404 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,575 shares; 2026Q3: 6,370 shares 6,370 $261K 0.03% +1,795 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $256K 0.03% 0 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; 2024Q4: 28,671 shares; 2025Q1: 28,081 shares; 2025Q2: 16,679 shares; 2025Q3: 7,444 shares; 2025Q4: not reported; 2026Q1: 4,738 shares; 2026Q2: 5,438 shares; 2026Q3: 5,438 shares 5,438 $249K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,500 shares; 2026Q3: 4,299 shares 4,299 $248K 0.03% -201 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 463 shares; 2026Q3: 463 shares 463 $239K 0.03% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,218 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 1,057 shares; 2026Q2: 1,057 shares; 2026Q3: 1,057 shares 1,057 $235K 0.03% 0 Timeline BBJP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,985 shares; 2026Q3: 2,985 shares 2,985 $234K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,124 shares; 2025Q3: 1,024 shares; 2025Q4: 1,004 shares; 2026Q1: not reported; 2026Q2: 1,306 shares; 2026Q3: 1,256 shares 1,256 $234K 0.03% -50 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: not reported; 2026Q3: 1,535 shares 1,535 $233K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,100 shares; 2026Q1: not reported; 2026Q2: 1,091 shares; 2026Q3: 1,195 shares 1,195 $231K 0.03% +104 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,075 shares; 2026Q3: 5,075 shares 5,075 $226K 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,567 shares; 2026Q3: 1,707 shares 1,707 $222K 0.03% +140 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares; 2026Q3: 500 shares 500 $217K 0.03% +9 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; 2024Q4: 842 shares; 2025Q1: 817 shares; 2025Q2: 817 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 3,472 shares; 2026Q3: 2,715 shares 2,715 $213K 0.03% -757 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,700 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,600 shares; 2026Q2: 1,320 shares; 2026Q3: 1,320 shares 1,320 $208K 0.03% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,035 shares; 2026Q3: 835 shares 835 $207K 0.03% -200 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,025 shares 3,025 $206K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,425 shares; 2026Q3: 1,406 shares 1,406 $203K 0.03% -19 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,830 shares; 2026Q1: 14,830 shares; 2026Q2: 14,830 shares; 2026Q3: 22,754 shares 22,754 $194K 0.02% +7,924 Timeline