AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,006 shares; 2024Q4: 169,324 shares; 2025Q1: 157,180 shares; 2025Q2: 138,651 shares; 2025Q3: 137,863 shares; 2025Q4: 141,833 shares; 2026Q1: 141,764 shares; 2026Q2: 141,611 shares 141,611 $41M 6.23% -153 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: 80,451 shares; 2024Q4: 70,626 shares; 2025Q1: 66,766 shares; 2025Q2: 59,331 shares; 2025Q3: 58,955 shares; 2025Q4: 62,535 shares; 2026Q1: 63,845 shares; 2026Q2: 69,793 shares 69,793 $26M 3.96% +5,948 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: 67,557 shares; 2024Q4: 65,568 shares; 2025Q1: 65,073 shares; 2025Q2: 63,313 shares; 2025Q3: 63,029 shares; 2025Q4: 63,599 shares; 2026Q1: 63,765 shares; 2026Q2: 63,775 shares 63,775 $22.5M 3.43% +10 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: 36,105 shares; 2024Q4: 34,930 shares; 2025Q1: 34,936 shares; 2025Q2: 27,970 shares; 2025Q3: 27,225 shares; 2025Q4: 28,740 shares; 2026Q1: 28,210 shares; 2026Q2: 26,408 shares 26,408 $19M 2.89% -1,802 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: 57,354 shares; 2024Q4: 56,995 shares; 2025Q1: 56,291 shares; 2025Q2: 55,465 shares; 2025Q3: 54,866 shares; 2025Q4: 54,346 shares; 2026Q1: 54,298 shares; 2026Q2: 54,286 shares 54,286 $17.8M 2.7% -12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,390 shares; 2024Q4: 27,290 shares; 2025Q1: 27,290 shares; 2025Q2: 25,415 shares; 2025Q3: 25,390 shares; 2025Q4: 27,120 shares; 2026Q1: 27,115 shares; 2026Q2: 27,124 shares 27,124 $17.2M 2.62% +9 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: 100,442 shares; 2024Q4: 102,948 shares; 2025Q1: 103,150 shares; 2025Q2: 91,768 shares; 2025Q3: 91,276 shares; 2025Q4: 98,363 shares; 2026Q1: 97,984 shares; 2026Q2: 97,795 shares 97,795 $16.2M 2.46% -189 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,212 shares; 2024Q4: 280,242 shares; 2025Q1: 286,075 shares; 2025Q2: 289,330 shares; 2025Q3: 295,260 shares; 2025Q4: 297,648 shares; 2026Q1: 304,249 shares; 2026Q2: 309,091 shares 309,091 $14.1M 2.15% +4,842 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,070 shares; 2025Q4: 43,249 shares; 2026Q1: 45,985 shares; 2026Q2: 46,555 shares 46,555 $13.9M 2.11% +570 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,802 shares; 2024Q4: 80,332 shares; 2025Q1: 82,907 shares; 2025Q2: 80,727 shares; 2025Q3: 81,807 shares; 2025Q4: 73,267 shares; 2026Q1: 70,652 shares; 2026Q2: 69,614 shares 69,614 $13.7M 2.09% -1,038 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,157 shares; 2024Q4: 141,542 shares; 2025Q1: 133,548 shares; 2025Q2: 96,301 shares; 2025Q3: 96,046 shares; 2025Q4: 111,486 shares; 2026Q1: 111,314 shares; 2026Q2: 111,314 shares 111,314 $13.4M 2.03% 0 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: 7,559 shares; 2024Q4: 7,533 shares; 2025Q1: 7,334 shares; 2025Q2: 8,894 shares; 2025Q3: 9,374 shares; 2025Q4: 9,874 shares; 2026Q1: 9,878 shares; 2026Q2: 10,186 shares 10,186 $12.2M 1.86% +308 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: 70,066 shares; 2024Q4: 71,503 shares; 2025Q1: 71,425 shares; 2025Q2: 71,279 shares; 2025Q3: 71,457 shares; 2025Q4: 71,064 shares; 2026Q1: 70,259 shares; 2026Q2: 65,488 shares 65,488 $12.1M 1.84% -4,771 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: 39,000 shares; 2024Q4: 39,925 shares; 2025Q1: 40,065 shares; 2025Q2: 40,308 shares; 2025Q3: 39,843 shares; 2025Q4: 43,673 shares; 2026Q1: 46,378 shares; 2026Q2: 47,943 shares 47,943 $11.4M 1.74% +1,565 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,513 shares; 2024Q4: 80,113 shares; 2025Q1: 80,113 shares; 2025Q2: 64,483 shares; 2025Q3: 63,998 shares; 2025Q4: 70,748 shares; 2026Q1: 70,648 shares; 2026Q2: 70,348 shares 70,348 $11M 1.68% -300 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,893 shares; 2024Q4: 48,815 shares; 2025Q1: 46,524 shares; 2025Q2: 36,274 shares; 2025Q3: 36,050 shares; 2025Q4: 40,972 shares; 2026Q1: 40,968 shares; 2026Q2: 40,975 shares 40,975 $10.4M 1.58% +7 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: 14,781 shares; 2024Q4: 12,794 shares; 2025Q1: 12,777 shares; 2025Q2: 11,087 shares; 2025Q3: 11,079 shares; 2025Q4: 10,631 shares; 2026Q1: 10,576 shares; 2026Q2: 10,561 shares 10,561 $9.88M 1.5% -15 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,710 shares; 2025Q2: 72,860 shares; 2025Q3: 86,842 shares; 2025Q4: 93,361 shares; 2026Q1: 46,698 shares; 2026Q2: 46,736 shares 46,736 $8.86M 1.35% +38 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,238 shares 62,238 $8.51M 1.29% new 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: 44,072 shares; 2024Q4: 44,462 shares; 2025Q1: 44,382 shares; 2025Q2: 43,612 shares; 2025Q3: 42,708 shares; 2025Q4: 44,579 shares; 2026Q1: 44,400 shares; 2026Q2: 44,262 shares 44,262 $8.01M 1.22% -138 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,373 shares; 2024Q4: 91,244 shares; 2025Q1: 91,979 shares; 2025Q2: 91,942 shares; 2025Q3: 92,092 shares; 2025Q4: 94,877 shares; 2026Q1: 96,327 shares; 2026Q2: 96,412 shares 96,412 $7.54M 1.15% +85 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,983 shares; 2024Q4: 56,498 shares; 2025Q1: 56,815 shares; 2025Q2: 55,818 shares; 2025Q3: 58,445 shares; 2025Q4: 64,323 shares; 2026Q1: 67,292 shares; 2026Q2: 69,347 shares 69,347 $7.21M 1.1% +2,055 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: 17,885 shares; 2024Q4: 18,560 shares; 2025Q1: 18,485 shares; 2025Q2: 18,310 shares; 2025Q3: 18,210 shares; 2025Q4: 17,585 shares; 2026Q1: 17,550 shares; 2026Q2: 15,722 shares 15,722 $6.78M 1.03% -1,828 Timeline SCHX 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: 69,062 shares; 2024Q4: 200,135 shares; 2025Q1: 201,394 shares; 2025Q2: 197,229 shares; 2025Q3: 200,097 shares; 2025Q4: 203,959 shares; 2026Q1: 207,316 shares; 2026Q2: 223,908 shares 223,908 $6.59M 1% +16,592 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,544 shares; 2024Q4: 12,844 shares; 2025Q1: 12,739 shares; 2025Q2: 18,445 shares; 2025Q3: 19,775 shares; 2025Q4: 20,970 shares; 2026Q1: 26,680 shares; 2026Q2: 30,200 shares 30,200 $6.54M 0.99% +3,520 Timeline SCHM 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: 50,518 shares; 2024Q4: 166,087 shares; 2025Q1: 168,095 shares; 2025Q2: 164,800 shares; 2025Q3: 168,011 shares; 2025Q4: 166,731 shares; 2026Q1: 168,917 shares; 2026Q2: 174,436 shares 174,436 $6.43M 0.98% +5,519 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: 37,656 shares; 2024Q4: 35,061 shares; 2025Q1: 40,203 shares; 2025Q2: 35,742 shares; 2025Q3: 37,388 shares; 2025Q4: 43,598 shares; 2026Q1: 44,594 shares; 2026Q2: 46,880 shares 46,880 $6.35M 0.97% +2,286 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: 110,515 shares; 2024Q4: 107,189 shares; 2025Q1: 67,869 shares; 2025Q2: 56,293 shares; 2025Q3: 51,895 shares; 2025Q4: 51,096 shares; 2026Q1: 48,922 shares; 2026Q2: 48,873 shares 48,873 $6.28M 0.95% -49 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: 10,040 shares; 2024Q4: 9,965 shares; 2025Q1: 9,965 shares; 2025Q2: 9,965 shares; 2025Q3: 9,865 shares; 2025Q4: 9,780 shares; 2026Q1: 9,680 shares; 2026Q2: 9,600 shares 9,600 $5.58M 0.85% -80 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: 36,787 shares; 2024Q4: 37,192 shares; 2025Q1: 37,193 shares; 2025Q2: 37,242 shares; 2025Q3: 37,243 shares; 2025Q4: 38,884 shares; 2026Q1: 38,884 shares; 2026Q2: 38,867 shares 38,867 $5.56M 0.85% -17 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: 20,833 shares; 2024Q4: 17,183 shares; 2025Q1: 17,183 shares; 2025Q2: 14,683 shares; 2025Q3: 14,683 shares; 2025Q4: 19,683 shares; 2026Q1: 19,703 shares; 2026Q2: 19,703 shares 19,703 $5.54M 0.84% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,850 shares; 2025Q1: 2,950 shares; 2025Q2: 3,020 shares; 2025Q3: 5,975 shares; 2025Q4: 8,995 shares; 2026Q1: 17,123 shares; 2026Q2: 20,250 shares 20,250 $5.51M 0.84% +3,127 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: 6,579 shares; 2024Q4: 6,579 shares; 2025Q1: 6,579 shares; 2025Q2: 14,443 shares; 2025Q3: 34,383 shares; 2025Q4: 47,643 shares; 2026Q1: 49,749 shares; 2026Q2: 57,240 shares 57,240 $5.46M 0.83% +7,491 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,150 shares; 2024Q4: 33,445 shares; 2025Q1: 41,965 shares; 2025Q2: 41,665 shares; 2025Q3: 41,435 shares; 2025Q4: 46,175 shares; 2026Q1: 51,055 shares; 2026Q2: 51,895 shares 51,895 $5.33M 0.81% +840 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,154 shares; 2024Q4: 4,304 shares; 2025Q1: 5,889 shares; 2025Q2: 8,259 shares; 2025Q3: 8,259 shares; 2025Q4: 10,231 shares; 2026Q1: 12,552 shares; 2026Q2: 14,079 shares 14,079 $5.32M 0.81% +1,527 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,570 shares; 2025Q1: 2,604 shares; 2025Q2: 2,503 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares; 2026Q1: 2,513 shares; 2026Q2: 2,523 shares 2,523 $5.02M 0.76% +10 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,151 shares; 2024Q4: 69,351 shares; 2025Q1: 69,296 shares; 2025Q2: 68,106 shares; 2025Q3: 68,684 shares; 2025Q4: 68,270 shares; 2026Q1: 66,013 shares; 2026Q2: 66,213 shares 66,213 $5M 0.76% +200 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: 9,848 shares; 2024Q4: 9,655 shares; 2025Q1: 9,685 shares; 2025Q2: 9,745 shares; 2025Q3: 9,690 shares; 2025Q4: 9,725 shares; 2026Q1: 9,840 shares; 2026Q2: 9,880 shares 9,880 $4.94M 0.75% +40 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,395 shares; 2024Q4: 27,065 shares; 2025Q1: 30,992 shares; 2025Q2: 22,400 shares; 2025Q3: 22,950 shares; 2025Q4: 27,475 shares; 2026Q1: 27,455 shares; 2026Q2: 27,555 shares 27,555 $4.83M 0.74% +100 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: 7,236 shares; 2024Q4: 7,144 shares; 2025Q1: 6,881 shares; 2025Q2: 6,774 shares; 2025Q3: 6,699 shares; 2025Q4: 6,568 shares; 2026Q1: 6,483 shares; 2026Q2: 6,461 shares 6,461 $4.83M 0.73% -22 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: 101,217 shares; 2024Q4: 100,222 shares; 2025Q1: 97,075 shares; 2025Q2: 91,557 shares; 2025Q3: 91,210 shares; 2025Q4: 87,162 shares; 2026Q1: 84,414 shares; 2026Q2: 84,217 shares 84,217 $4.8M 0.73% -197 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $4.71M 0.72% 0 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: 5,233 shares; 2024Q4: 5,338 shares; 2025Q1: 5,338 shares; 2025Q2: 5,988 shares; 2025Q3: 6,443 shares; 2025Q4: 6,463 shares; 2026Q1: 6,463 shares; 2026Q2: 6,457 shares 6,457 $4.61M 0.7% -6 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,933 shares; 2024Q4: 29,042 shares; 2025Q1: 28,930 shares; 2025Q2: 27,046 shares; 2025Q3: 27,480 shares; 2025Q4: 27,923 shares; 2026Q1: 28,533 shares; 2026Q2: 30,154 shares 30,154 $4.28M 0.65% +1,621 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: 85,189 shares; 2024Q4: 102,975 shares; 2025Q1: 103,656 shares; 2025Q2: 84,084 shares; 2025Q3: 83,615 shares; 2025Q4: 90,211 shares; 2026Q1: 90,606 shares; 2026Q2: 90,610 shares 90,610 $4.21M 0.64% +4 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,080 shares; 2024Q4: 94,678 shares; 2025Q1: 95,461 shares; 2025Q2: 98,770 shares; 2025Q3: 110,863 shares; 2025Q4: 120,583 shares; 2026Q1: 125,703 shares; 2026Q2: 126,627 shares 126,627 $4.02M 0.61% +924 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 16,000 shares; 2025Q1: 15,100 shares; 2025Q2: 5,663 shares; 2025Q3: 5,663 shares; 2025Q4: 9,438 shares; 2026Q1: 9,438 shares; 2026Q2: 9,438 shares 9,438 $4.02M 0.61% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,770 shares; 2024Q4: 44,879 shares; 2025Q1: 51,172 shares; 2025Q2: 55,623 shares; 2025Q3: 58,636 shares; 2025Q4: 67,137 shares; 2026Q1: 74,257 shares; 2026Q2: 75,490 shares 75,490 $3.95M 0.6% +1,233 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: 49,136 shares; 2024Q4: 49,252 shares; 2025Q1: 49,165 shares; 2025Q2: 48,093 shares; 2025Q3: 47,734 shares; 2025Q4: 47,733 shares; 2026Q1: 47,583 shares; 2026Q2: 47,583 shares 47,583 $3.87M 0.59% 0 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: 6,870 shares; 2024Q4: 6,810 shares; 2025Q1: 6,760 shares; 2025Q2: 5,760 shares; 2025Q3: 5,375 shares; 2025Q4: 5,095 shares; 2026Q1: 4,185 shares; 2026Q2: 3,960 shares 3,960 $3.82M 0.58% -225 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,729 shares; 2024Q4: 54,825 shares; 2025Q1: 53,842 shares; 2025Q2: 42,255 shares; 2025Q3: 41,906 shares; 2025Q4: 41,181 shares; 2026Q1: 41,107 shares; 2026Q2: 41,058 shares 41,058 $3.79M 0.58% -49 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 reported; 2024Q4: 3,850 shares; 2025Q1: 3,945 shares; 2025Q2: 4,645 shares; 2025Q3: 11,145 shares; 2025Q4: 63,200 shares; 2026Q1: 75,695 shares; 2026Q2: 71,740 shares 71,740 $3.62M 0.55% -3,955 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: 9,521 shares; 2024Q4: 9,807 shares; 2025Q1: 9,736 shares; 2025Q2: 9,510 shares; 2025Q3: 9,510 shares; 2025Q4: 9,498 shares; 2026Q1: 9,498 shares; 2026Q2: 9,555 shares 9,555 $3.41M 0.52% +57 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,540 shares; 2025Q4: 66,694 shares; 2026Q1: 70,364 shares; 2026Q2: 70,145 shares 70,145 $3.36M 0.51% -219 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: 4,779 shares; 2024Q4: 4,758 shares; 2025Q1: 4,647 shares; 2025Q2: 4,624 shares; 2025Q3: 4,628 shares; 2025Q4: 4,460 shares; 2026Q1: 4,449 shares; 2026Q2: 4,430 shares 4,430 $3.32M 0.5% -19 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: 17,869 shares; 2024Q4: 17,219 shares; 2025Q1: 17,219 shares; 2025Q2: 16,719 shares; 2025Q3: 16,719 shares; 2025Q4: 16,719 shares; 2026Q1: 16,714 shares; 2026Q2: 16,704 shares 16,704 $3.17M 0.48% -10 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,673 shares; 2024Q4: 11,648 shares; 2025Q1: 10,908 shares; 2025Q2: 10,895 shares; 2025Q3: 10,895 shares; 2025Q4: 12,290 shares; 2026Q1: 12,335 shares; 2026Q2: 12,370 shares 12,370 $3.05M 0.46% +35 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: 19,589 shares; 2024Q4: 19,389 shares; 2025Q1: 19,389 shares; 2025Q2: 18,838 shares; 2025Q3: 18,764 shares; 2025Q4: 18,753 shares; 2026Q1: 18,353 shares; 2026Q2: 18,333 shares 18,333 $2.97M 0.45% -20 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,677 shares; 2024Q4: 44,362 shares; 2025Q1: 48,102 shares; 2025Q2: 50,947 shares; 2025Q3: 50,557 shares; 2025Q4: 49,197 shares; 2026Q1: 45,907 shares; 2026Q2: 45,907 shares 45,907 $2.94M 0.45% 0 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,716 shares; 2024Q4: 34,966 shares; 2025Q1: 51,336 shares; 2025Q2: 56,721 shares; 2025Q3: 61,498 shares; 2025Q4: 63,842 shares; 2026Q1: 70,711 shares; 2026Q2: 85,537 shares 85,537 $2.92M 0.44% +14,826 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: 10,077 shares; 2024Q4: 10,297 shares; 2025Q1: 10,291 shares; 2025Q2: 10,070 shares; 2025Q3: 10,036 shares; 2025Q4: 9,920 shares; 2026Q1: 9,160 shares; 2026Q2: 9,161 shares 9,161 $2.87M 0.44% +1 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: 12,295 shares; 2024Q4: 11,905 shares; 2025Q1: 11,880 shares; 2025Q2: 11,854 shares; 2025Q3: 11,855 shares; 2025Q4: 10,589 shares; 2026Q1: 10,580 shares; 2026Q2: 10,518 shares 10,518 $2.74M 0.42% -62 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: 9,070 shares; 2024Q4: 9,070 shares; 2025Q1: 9,070 shares; 2025Q2: 7,790 shares; 2025Q3: 7,790 shares; 2025Q4: 7,790 shares; 2026Q1: 7,790 shares; 2026Q2: 7,791 shares 7,791 $2.64M 0.4% +1 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,623 shares; 2025Q1: 37,333 shares; 2025Q2: 55,762 shares; 2025Q3: 55,362 shares; 2025Q4: 50,097 shares; 2026Q1: 50,197 shares; 2026Q2: 49,835 shares 49,835 $2.61M 0.4% -362 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: 19,251 shares; 2024Q4: 19,433 shares; 2025Q1: 19,383 shares; 2025Q2: 17,703 shares; 2025Q3: 17,683 shares; 2025Q4: 17,666 shares; 2026Q1: 17,698 shares; 2026Q2: 17,700 shares 17,700 $2.6M 0.39% +2 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 1,020 shares; 2025Q4: 1,033 shares; 2026Q1: 1,030 shares; 2026Q2: 5,085 shares 5,085 $2.55M 0.39% +4,055 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,092 shares; 2024Q4: 15,992 shares; 2025Q1: 15,992 shares; 2025Q2: 6,717 shares; 2025Q3: 6,717 shares; 2025Q4: 7,113 shares; 2026Q1: 7,113 shares; 2026Q2: 7,113 shares 7,113 $2.49M 0.38% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,438 shares; 2024Q4: 47,438 shares; 2025Q1: 47,438 shares; 2025Q2: 41,188 shares; 2025Q3: 41,188 shares; 2025Q4: 44,557 shares; 2026Q1: 44,557 shares; 2026Q2: 44,557 shares 44,557 $2.47M 0.38% 0 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,035 shares; 2024Q4: 56,135 shares; 2025Q1: 56,335 shares; 2025Q2: 56,085 shares; 2025Q3: 56,085 shares; 2025Q4: 57,220 shares; 2026Q1: 40,750 shares; 2026Q2: 40,750 shares 40,750 $2.45M 0.37% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 16,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $2.45M 0.37% 0 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: 10,975 shares; 2024Q4: 10,675 shares; 2025Q1: 10,675 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 9,300 shares 9,300 $2.38M 0.36% -1,000 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: 65,173 shares; 2024Q4: 63,533 shares; 2025Q1: 63,108 shares; 2025Q2: 56,783 shares; 2025Q3: 47,434 shares; 2025Q4: 41,233 shares; 2026Q1: 40,858 shares; 2026Q2: 40,778 shares 40,778 $2.35M 0.36% -80 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,603 shares; 2025Q4: 16,811 shares; 2026Q1: 16,811 shares; 2026Q2: 16,811 shares 16,811 $2.35M 0.36% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,505 shares; 2024Q4: 31,505 shares; 2025Q1: 31,505 shares; 2025Q2: 31,505 shares; 2025Q3: 31,505 shares; 2025Q4: 31,505 shares; 2026Q1: 31,505 shares; 2026Q2: 31,505 shares 31,505 $2.34M 0.36% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,180 shares; 2024Q4: 8,180 shares; 2025Q1: 8,180 shares; 2025Q2: 8,180 shares; 2025Q3: 8,180 shares; 2025Q4: 8,180 shares; 2026Q1: 8,180 shares; 2026Q2: 8,280 shares 8,280 $2.33M 0.35% +100 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,023 shares; 2024Q4: 9,223 shares; 2025Q1: 9,183 shares; 2025Q2: 9,183 shares; 2025Q3: 9,183 shares; 2025Q4: 9,217 shares; 2026Q1: 9,217 shares; 2026Q2: 9,174 shares 9,174 $2.31M 0.35% -43 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,614 shares; 2024Q4: 24,564 shares; 2025Q1: 22,514 shares; 2025Q2: 12,414 shares; 2025Q3: 15,204 shares; 2025Q4: 15,946 shares; 2026Q1: 14,496 shares; 2026Q2: 16,496 shares 16,496 $2.19M 0.33% +2,000 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,552 shares; 2024Q4: 6,052 shares; 2025Q1: 6,052 shares; 2025Q2: 6,052 shares; 2025Q3: 6,052 shares; 2025Q4: 6,047 shares; 2026Q1: 6,047 shares; 2026Q2: 6,047 shares 6,047 $2.19M 0.33% 0 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: 11,523 shares; 2024Q4: 10,147 shares; 2025Q1: 10,147 shares; 2025Q2: 6,367 shares; 2025Q3: 6,367 shares; 2025Q4: 6,167 shares; 2026Q1: 6,168 shares; 2026Q2: 6,181 shares 6,181 $2.18M 0.33% +13 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: 25,540 shares; 2024Q4: 25,521 shares; 2025Q1: 25,748 shares; 2025Q2: 25,686 shares; 2025Q3: 25,714 shares; 2025Q4: 25,804 shares; 2026Q1: 25,902 shares; 2026Q2: 25,778 shares 25,778 $2.16M 0.33% -124 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,849 shares; 2024Q4: 10,549 shares; 2025Q1: 12,069 shares; 2025Q2: 35,369 shares; 2025Q3: 36,370 shares; 2025Q4: 51,721 shares; 2026Q1: 55,342 shares; 2026Q2: 52,172 shares 52,172 $2.14M 0.33% -3,170 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,162 shares; 2024Q4: 5,162 shares; 2025Q1: 3,987 shares; 2025Q2: 5,743 shares; 2025Q3: 5,743 shares; 2025Q4: 7,243 shares; 2026Q1: 7,638 shares; 2026Q2: 8,971 shares 8,971 $2.12M 0.32% +1,333 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,985 shares; 2024Q4: 7,865 shares; 2025Q1: 7,865 shares; 2025Q2: 7,864 shares; 2025Q3: 7,815 shares; 2025Q4: 7,815 shares; 2026Q1: 7,815 shares; 2026Q2: 7,815 shares 7,815 $2.11M 0.32% 0 Timeline BSV 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: 33,026 shares; 2024Q4: 30,530 shares; 2025Q1: 28,595 shares; 2025Q2: 29,966 shares; 2025Q3: 29,726 shares; 2025Q4: 29,951 shares; 2026Q1: 25,968 shares; 2026Q2: 26,592 shares 26,592 $2.07M 0.32% +624 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,285 shares; 2024Q4: 11,465 shares; 2025Q1: 14,521 shares; 2025Q2: 14,123 shares; 2025Q3: 15,792 shares; 2025Q4: 21,331 shares; 2026Q1: 23,674 shares; 2026Q2: 24,926 shares 24,926 $2.06M 0.31% +1,252 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627 shares; 2024Q4: 2,772 shares; 2025Q1: 3,820 shares; 2025Q2: 4,238 shares; 2025Q3: 4,238 shares; 2025Q4: 4,738 shares; 2026Q1: 4,838 shares; 2026Q2: 4,828 shares 4,828 $2.06M 0.31% -10 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,294 shares; 2024Q4: 22,374 shares; 2025Q1: 22,445 shares; 2025Q2: 22,384 shares; 2025Q3: 22,047 shares; 2025Q4: 21,896 shares; 2026Q1: 21,302 shares; 2026Q2: 20,502 shares 20,502 $1.97M 0.3% -800 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,244 shares; 2026Q1: 10,982 shares; 2026Q2: 10,944 shares 10,944 $1.79M 0.27% -38 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,600 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 19,360 shares; 2026Q2: 25,460 shares 25,460 $1.69M 0.26% +6,100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,695 shares; 2024Q4: 30,195 shares; 2025Q1: 31,445 shares; 2025Q2: 26,145 shares; 2025Q3: 25,075 shares; 2025Q4: 23,275 shares; 2026Q1: 23,225 shares; 2026Q2: 23,295 shares 23,295 $1.68M 0.26% +70 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,922 shares; 2024Q4: 49,410 shares; 2025Q1: 49,982 shares; 2025Q2: 50,511 shares; 2025Q3: 51,061 shares; 2025Q4: 50,578 shares; 2026Q1: 51,637 shares; 2026Q2: 52,115 shares 52,115 $1.67M 0.25% +478 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: 9,240 shares; 2024Q4: 9,410 shares; 2025Q1: 10,055 shares; 2025Q2: 10,805 shares; 2025Q3: 9,155 shares; 2025Q4: 8,225 shares; 2026Q1: 8,245 shares; 2026Q2: 8,340 shares 8,340 $1.67M 0.25% +95 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares; 2026Q2: 2,397 shares 2,397 $1.6M 0.24% 0 Timeline PIMCO FDS PAC INVT MGM INTL… PIMCO FDS PAC INVT MGM INTL BD More: the full row for PIMCO FDS PAC INVT MGM INTL BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,356 shares; 2025Q3: 91,326 shares; 2025Q4: 92,001 shares; 2026Q1: 205,267 shares; 2026Q2: 209,685 shares 209,685 $1.59M 0.24% +4,418 XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,188 shares 13,188 $1.56M 0.24% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,066 shares; 2026Q2: 36,445 shares 36,445 $1.56M 0.24% -10,621 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,855 shares; 2025Q3: 2,980 shares; 2025Q4: 2,906 shares; 2026Q1: 2,901 shares; 2026Q2: 3,226 shares 3,226 $1.54M 0.23% +325 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: 65,511 shares; 2024Q4: 64,911 shares; 2025Q1: 58,657 shares; 2025Q2: 58,656 shares; 2025Q3: 57,157 shares; 2025Q4: 64,213 shares; 2026Q1: 63,588 shares; 2026Q2: 63,373 shares 63,373 $1.53M 0.23% -215 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,142 shares; 2024Q4: 27,887 shares; 2025Q1: 29,868 shares; 2025Q2: 34,153 shares; 2025Q3: 34,404 shares; 2025Q4: 34,404 shares; 2026Q1: 24,384 shares; 2026Q2: 23,984 shares 23,984 $1.51M 0.23% -400 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,495 shares; 2026Q1: 18,811 shares; 2026Q2: 18,932 shares 18,932 $1.5M 0.23% +121 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: 2,639 shares; 2024Q4: 2,590 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,471 shares; 2025Q4: 2,371 shares; 2026Q1: 2,176 shares; 2026Q2: 2,065 shares 2,065 $1.49M 0.23% -111 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: 5,803 shares; 2024Q4: 6,558 shares; 2025Q1: 6,598 shares; 2025Q2: 6,598 shares; 2025Q3: 6,598 shares; 2025Q4: 6,528 shares; 2026Q1: 6,548 shares; 2026Q2: 6,548 shares 6,548 $1.46M 0.22% 0 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: 46,389 shares; 2024Q4: 24,030 shares; 2025Q1: 23,330 shares; 2025Q2: 19,105 shares; 2025Q3: 17,355 shares; 2025Q4: 13,994 shares; 2026Q1: 13,394 shares; 2026Q2: 13,294 shares 13,294 $1.38M 0.21% -100 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,583 shares; 2024Q4: 5,583 shares; 2025Q1: 5,587 shares; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,559 shares; 2026Q1: 5,559 shares; 2026Q2: 5,225 shares 5,225 $1.36M 0.21% -334 Timeline SCHA 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: 19,697 shares; 2024Q4: 38,796 shares; 2025Q1: 39,019 shares; 2025Q2: 38,555 shares; 2025Q3: 38,231 shares; 2025Q4: 38,060 shares; 2026Q1: 38,036 shares; 2026Q2: 37,413 shares 37,413 $1.35M 0.21% -623 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: 5,991 shares; 2024Q4: 6,305 shares; 2025Q1: 6,305 shares; 2025Q2: 6,305 shares; 2025Q3: 6,265 shares; 2025Q4: 11,545 shares; 2026Q1: 11,545 shares; 2026Q2: 11,495 shares 11,495 $1.35M 0.21% -50 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: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,386 shares; 2025Q2: 1,385 shares; 2025Q3: 1,386 shares; 2025Q4: 1,356 shares; 2026Q1: 1,336 shares; 2026Q2: 1,241 shares 1,241 $1.32M 0.2% -95 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,935 shares; 2025Q3: 13,629 shares; 2025Q4: 18,521 shares; 2026Q1: 21,665 shares; 2026Q2: 25,114 shares 25,114 $1.31M 0.2% +3,449 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: 22,132 shares; 2024Q4: 22,532 shares; 2025Q1: 22,532 shares; 2025Q2: 9,032 shares; 2025Q3: 9,032 shares; 2025Q4: 19,732 shares; 2026Q1: 19,732 shares; 2026Q2: 20,832 shares 20,832 $1.26M 0.19% +1,100 Timeline PREF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,415 shares; 2026Q1: 57,615 shares; 2026Q2: 62,600 shares 62,600 $1.19M 0.18% +4,985 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,362 shares; 2024Q4: 9,442 shares; 2025Q1: 9,442 shares; 2025Q2: 9,020 shares; 2025Q3: 9,040 shares; 2025Q4: 8,965 shares; 2026Q1: 6,810 shares; 2026Q2: 6,780 shares 6,780 $1.19M 0.18% -30 Timeline SCHB 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: 14,087 shares; 2024Q4: 42,343 shares; 2025Q1: 42,165 shares; 2025Q2: 42,211 shares; 2025Q3: 42,246 shares; 2025Q4: 42,290 shares; 2026Q1: 41,354 shares; 2026Q2: 41,072 shares 41,072 $1.19M 0.18% -282 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: 3,978 shares; 2024Q4: 4,178 shares; 2025Q1: 5,878 shares; 2025Q2: 7,548 shares; 2025Q3: 7,328 shares; 2025Q4: 8,528 shares; 2026Q1: 8,098 shares; 2026Q2: 8,098 shares 8,098 $1.19M 0.18% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,373 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,323 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares; 2026Q1: 3,273 shares; 2026Q2: 3,273 shares 3,273 $1.16M 0.18% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 12,350 shares; 2026Q1: 12,350 shares; 2026Q2: 12,350 shares 12,350 $1.13M 0.17% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,395 shares; 2024Q4: 4,480 shares; 2025Q1: 4,461 shares; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares; 2025Q4: 4,184 shares; 2026Q1: 4,180 shares; 2026Q2: 4,182 shares 4,182 $1.13M 0.17% +2 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,918 shares; 2024Q4: 10,173 shares; 2025Q1: 10,173 shares; 2025Q2: 5,046 shares; 2025Q3: 5,046 shares; 2025Q4: 5,046 shares; 2026Q1: 5,046 shares; 2026Q2: 5,046 shares 5,046 $1.13M 0.17% 0 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 reported; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 7,836 shares; 2025Q3: 7,817 shares; 2025Q4: 9,992 shares; 2026Q1: 9,979 shares; 2026Q2: 9,972 shares 9,972 $1.13M 0.17% -7 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,809 shares; 2024Q4: 12,810 shares; 2025Q1: 12,811 shares; 2025Q2: 12,422 shares; 2025Q3: 12,424 shares; 2025Q4: 12,424 shares; 2026Q1: 12,255 shares; 2026Q2: 12,282 shares 12,282 $1.11M 0.17% +27 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: 25,656 shares; 2024Q4: 25,656 shares; 2025Q1: 25,606 shares; 2025Q2: 18,730 shares; 2025Q3: 18,731 shares; 2025Q4: 22,750 shares; 2026Q1: 9,940 shares; 2026Q2: 9,890 shares 9,890 $1.09M 0.17% -50 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,720 shares; 2024Q4: 23,151 shares; 2025Q1: 24,185 shares; 2025Q2: 24,758 shares; 2025Q3: 28,333 shares; 2025Q4: 29,584 shares; 2026Q1: 31,736 shares; 2026Q2: 31,989 shares 31,989 $1.06M 0.16% +253 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,118 shares; 2024Q4: 2,118 shares; 2025Q1: 2,113 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares; 2026Q2: 1,865 shares 1,865 $1.05M 0.16% +5 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,054 shares; 2024Q4: 23,886 shares; 2025Q1: 23,519 shares; 2025Q2: 23,410 shares; 2025Q3: 23,075 shares; 2025Q4: 22,806 shares; 2026Q1: 22,707 shares; 2026Q2: 7,480 shares 7,480 $1.01M 0.15% -15,227 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: 34,907 shares; 2024Q4: 10,070 shares; 2025Q1: 9,904 shares; 2025Q2: 9,904 shares; 2025Q3: 9,579 shares; 2025Q4: 9,414 shares; 2026Q1: 9,364 shares; 2026Q2: 9,418 shares 9,418 $962K 0.15% +54 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,686 shares; 2026Q2: 9,395 shares 9,395 $933K 0.14% -291 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,143 shares; 2024Q4: 6,171 shares; 2025Q1: 6,051 shares; 2025Q2: 6,081 shares; 2025Q3: 5,956 shares; 2025Q4: 7,332 shares; 2026Q1: 8,235 shares; 2026Q2: 9,040 shares 9,040 $905K 0.14% +805 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,627 shares; 2025Q1: 16,122 shares; 2025Q2: 18,059 shares; 2025Q3: 18,904 shares; 2025Q4: 18,740 shares; 2026Q1: 18,287 shares; 2026Q2: 17,039 shares 17,039 $856K 0.13% -1,248 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,016 shares; 2024Q4: 16,761 shares; 2025Q1: 16,606 shares; 2025Q2: 14,571 shares; 2025Q3: 9,888 shares; 2025Q4: 8,198 shares; 2026Q1: 8,008 shares; 2026Q2: 7,908 shares 7,908 $850K 0.13% -100 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 6,000 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $848K 0.13% 0 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: 993 shares; 2024Q4: 993 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 883 shares; 2026Q2: 7,064 shares 7,064 $844K 0.13% +6,181 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 2,788 shares; 2025Q3: 2,788 shares; 2025Q4: 2,788 shares; 2026Q1: 2,753 shares; 2026Q2: 2,753 shares 2,753 $807K 0.12% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,896 shares; 2024Q4: 16,607 shares; 2025Q1: 16,107 shares; 2025Q2: 16,397 shares; 2025Q3: 16,245 shares; 2025Q4: 16,245 shares; 2026Q1: 16,245 shares; 2026Q2: 16,261 shares 16,261 $800K 0.12% +16 Timeline FNDX 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: 6,333 shares; 2024Q4: 18,999 shares; 2025Q1: 20,607 shares; 2025Q2: 21,241 shares; 2025Q3: 22,372 shares; 2025Q4: 23,604 shares; 2026Q1: 24,691 shares; 2026Q2: 25,568 shares 25,568 $795K 0.12% +877 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,652 shares; 2025Q4: 2,632 shares; 2026Q1: 2,592 shares; 2026Q2: 2,592 shares 2,592 $779K 0.12% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,083 shares; 2026Q2: 1,083 shares 1,083 $744K 0.11% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 1,871 shares 1,871 $744K 0.11% +1,350 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,150 shares; 2024Q4: 29,950 shares; 2025Q1: 29,850 shares; 2025Q2: 29,800 shares; 2025Q3: 30,496 shares; 2025Q4: 29,246 shares; 2026Q1: 30,946 shares; 2026Q2: 30,946 shares 30,946 $741K 0.11% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,334 shares; 2025Q2: 4,334 shares; 2025Q3: 6,944 shares; 2025Q4: 13,900 shares; 2026Q1: 14,250 shares; 2026Q2: 13,851 shares 13,851 $736K 0.11% -399 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,321 shares; 2024Q4: 5,460 shares; 2025Q1: 5,460 shares; 2025Q2: 5,523 shares; 2025Q3: 5,530 shares; 2025Q4: 5,544 shares; 2026Q1: 4,214 shares; 2026Q2: 4,242 shares 4,242 $736K 0.11% +28 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,190 shares; 2026Q2: 8,425 shares 8,425 $727K 0.11% +235 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 1,538 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares; 2026Q2: 8,959 shares 8,959 $722K 0.11% +6,894 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 13,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $711K 0.11% 0 Timeline SPSM 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: 6,639 shares; 2024Q4: 8,998 shares; 2025Q1: 9,926 shares; 2025Q2: 9,252 shares; 2025Q3: 9,762 shares; 2025Q4: 10,314 shares; 2026Q1: 11,182 shares; 2026Q2: 11,990 shares 11,990 $691K 0.11% +808 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,575 shares 4,575 $691K 0.11% new 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: 52,031 shares; 2024Q4: 42,131 shares; 2025Q1: 41,364 shares; 2025Q2: 40,724 shares; 2025Q3: 30,144 shares; 2025Q4: 22,423 shares; 2026Q1: 16,892 shares; 2026Q2: 16,202 shares 16,202 $686K 0.1% -690 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $681K 0.1% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,930 shares; 2024Q4: 25,650 shares; 2025Q1: 25,550 shares; 2025Q2: 24,450 shares; 2025Q3: 24,150 shares; 2025Q4: 23,760 shares; 2026Q1: 23,360 shares; 2026Q2: 10,660 shares 10,660 $671K 0.1% -12,700 Timeline FXAIX FIDELITY 500 INDEX FUND More: the full row for FIDELITY 500 INDEX FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,196 shares; 2025Q2: 1,267 shares; 2025Q3: 2,276 shares; 2025Q4: 2,312 shares; 2026Q1: 2,528 shares; 2026Q2: 2,561 shares 2,561 $669K 0.1% +33 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,709 shares; 2024Q4: 4,709 shares; 2025Q1: 4,709 shares; 2025Q2: 4,658 shares; 2025Q3: 4,659 shares; 2025Q4: 4,658 shares; 2026Q1: 4,610 shares; 2026Q2: 4,610 shares 4,610 $634K 0.1% 0 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,140 shares; 2024Q4: 10,465 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares; 2025Q4: 8,365 shares; 2026Q1: 5,265 shares; 2026Q2: 4,400 shares 4,400 $629K 0.1% -865 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,738 shares 2,738 $613K 0.09% new Timeline SCHY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,449 shares; 2025Q4: 18,130 shares; 2026Q1: 18,342 shares; 2026Q2: 19,144 shares 19,144 $607K 0.09% +802 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,738 shares 2,738 $605K 0.09% new Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,243 shares; 2024Q4: 20,311 shares; 2025Q1: 20,311 shares; 2025Q2: 20,310 shares; 2025Q3: 20,311 shares; 2025Q4: 20,310 shares; 2026Q1: 20,310 shares; 2026Q2: 20,310 shares 20,310 $602K 0.09% 0 Timeline BK OF AMERICA DEP SHS RPSTG… BK OF AMERICA DEP SHS RPSTG 1/ More: the full row for BK OF AMERICA DEP SHS RPSTG 1/ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,084 shares; 2024Q4: 42,084 shares; 2025Q1: 41,234 shares; 2025Q2: 41,034 shares; 2025Q3: 41,034 shares; 2025Q4: 31,267 shares; 2026Q1: 30,267 shares; 2026Q2: 29,867 shares 29,867 $600K 0.09% -400 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: 6,513 shares; 2024Q4: 6,514 shares; 2025Q1: 6,564 shares; 2025Q2: 6,265 shares; 2025Q3: 6,116 shares; 2025Q4: 7,517 shares; 2026Q1: 7,221 shares; 2026Q2: 7,225 shares 7,225 $597K 0.09% +4 Timeline USB U.S. Bancorp Depositary Shares More: the full row for U.S. Bancorp Depositary Shares Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,107 shares; 2024Q4: 37,907 shares; 2025Q1: 36,607 shares; 2025Q2: 36,506 shares; 2025Q3: 36,517 shares; 2025Q4: 32,879 shares; 2026Q1: 31,891 shares; 2026Q2: 31,602 shares 31,602 $581K 0.09% -289 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $562K 0.09% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,088 shares; 2026Q2: 5,389 shares 5,389 $560K 0.09% +1,301 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,899 shares; 2024Q4: 34,862 shares; 2025Q1: 34,612 shares; 2025Q2: 34,204 shares; 2025Q3: 34,204 shares; 2025Q4: 34,204 shares; 2026Q1: 35,192 shares; 2026Q2: 35,192 shares 35,192 $559K 0.08% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,862 shares; 2024Q4: 13,562 shares; 2025Q1: 13,412 shares; 2025Q2: 10,962 shares; 2025Q3: 10,762 shares; 2025Q4: 9,275 shares; 2026Q1: 9,275 shares; 2026Q2: 9,231 shares 9,231 $555K 0.08% -44 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: 2,608 shares; 2024Q4: 2,610 shares; 2025Q1: 2,611 shares; 2025Q2: 2,589 shares; 2025Q3: 2,590 shares; 2025Q4: 2,319 shares; 2026Q1: 2,320 shares; 2026Q2: 2,321 shares 2,321 $549K 0.08% +1 Timeline FNPFX NEW PERSPECTIVE More: the full row for NEW PERSPECTIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,821 shares; 2024Q4: 6,255 shares; 2025Q1: 6,176 shares; 2025Q2: 6,176 shares; 2025Q3: 8,273 shares; 2025Q4: 8,582 shares; 2026Q1: 7,772 shares; 2026Q2: 7,257 shares 7,257 $549K 0.08% -515 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,435 shares; 2026Q2: 1,455 shares 1,455 $536K 0.08% +20 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: 1,501 shares; 2026Q1: 1,511 shares; 2026Q2: 3,155 shares 3,155 $521K 0.08% +1,644 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,873 shares; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 3,840 shares; 2025Q3: 3,815 shares; 2025Q4: 3,765 shares; 2026Q1: 3,750 shares; 2026Q2: 3,630 shares 3,630 $519K 0.08% -120 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,901 shares; 2025Q3: 6,901 shares; 2025Q4: 6,901 shares; 2026Q1: 6,901 shares; 2026Q2: 6,901 shares 6,901 $506K 0.08% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,562 shares; 2025Q4: not reported; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $505K 0.08% 0 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: 610 shares; 2024Q4: 610 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 608 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $504K 0.08% 0 Timeline DUKE ENERGY CORP NEW DEP SH… DUKE ENERGY CORP NEW DEP SHS E More: the full row for DUKE ENERGY CORP NEW DEP SHS E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,150 shares; 2024Q4: 20,450 shares; 2025Q1: 21,050 shares; 2025Q2: 21,050 shares; 2025Q3: 20,550 shares; 2025Q4: 20,140 shares; 2026Q1: 20,090 shares; 2026Q2: 19,590 shares 19,590 $481K 0.07% -500 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: 10,000 shares; 2024Q4: 7,133 shares; 2025Q1: 7,133 shares; 2025Q2: 7,133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,643 shares 11,643 $481K 0.07% new 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: 7,484 shares; 2024Q4: 14,508 shares; 2025Q1: 13,419 shares; 2025Q2: 12,620 shares; 2025Q3: 12,623 shares; 2025Q4: 12,625 shares; 2026Q1: 12,626 shares; 2026Q2: 12,627 shares 12,627 $481K 0.07% +1 Timeline MDLN MEDLINE INC More: the full row for MEDLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,180 shares 12,180 $480K 0.07% new Timeline ESGV 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: 2,724 shares; 2024Q4: 2,643 shares; 2025Q1: 2,389 shares; 2025Q2: 2,389 shares; 2025Q3: 2,390 shares; 2025Q4: 3,206 shares; 2026Q1: 3,466 shares; 2026Q2: 3,574 shares 3,574 $473K 0.07% +108 Timeline BIV 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: 21,708 shares; 2024Q4: 20,581 shares; 2025Q1: 20,195 shares; 2025Q2: 19,622 shares; 2025Q3: 19,633 shares; 2025Q4: 18,604 shares; 2026Q1: 6,038 shares; 2026Q2: 5,965 shares 5,965 $458K 0.07% -73 Timeline BHP GROUP LTD SHS BHP GROUP LTD SHS More: the full row for BHP GROUP LTD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,921 shares; 2025Q3: 10,921 shares; 2025Q4: 10,921 shares; 2026Q1: 10,921 shares; 2026Q2: 10,921 shares 10,921 $449K 0.07% 0 SCHV 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: 5,021 shares; 2024Q4: 14,606 shares; 2025Q1: 13,819 shares; 2025Q2: 12,878 shares; 2025Q3: 12,686 shares; 2025Q4: 12,693 shares; 2026Q1: 12,532 shares; 2026Q2: 12,437 shares 12,437 $433K 0.07% -95 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $426K 0.06% 0 ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,050 shares 1,050 $417K 0.06% +10 Timeline SCHWAB CHARLES CORP NEW DP … SCHWAB CHARLES CORP NEW DP SHS More: the full row for SCHWAB CHARLES CORP NEW DP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,903 shares; 2024Q4: 15,503 shares; 2025Q1: 16,003 shares; 2025Q2: 16,403 shares; 2025Q3: 16,503 shares; 2025Q4: 16,653 shares; 2026Q1: 17,053 shares; 2026Q2: 17,053 shares 17,053 $413K 0.06% 0 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 717 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 942 shares 942 $396K 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $391K 0.06% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,426 shares; 2024Q4: 3,286 shares; 2025Q1: 3,206 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,278 shares; 2026Q2: 2,358 shares 2,358 $387K 0.06% +80 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: 7,109 shares; 2024Q4: 7,109 shares; 2025Q1: 7,109 shares; 2025Q2: 7,109 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares; 2026Q1: 7,084 shares; 2026Q2: 7,084 shares 7,084 $384K 0.06% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,017 shares; 2024Q4: 4,932 shares; 2025Q1: 4,882 shares; 2025Q2: 4,831 shares; 2025Q3: 4,832 shares; 2025Q4: 4,505 shares; 2026Q1: 4,505 shares; 2026Q2: 4,505 shares 4,505 $382K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,515 shares; 2024Q4: 4,416 shares; 2025Q1: 4,391 shares; 2025Q2: 4,305 shares; 2025Q3: 4,246 shares; 2025Q4: 3,996 shares; 2026Q1: 4,181 shares; 2026Q2: 4,157 shares 4,157 $377K 0.06% -24 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: 6,503 shares; 2024Q4: 13,108 shares; 2025Q1: 13,124 shares; 2025Q2: 13,174 shares; 2025Q3: 13,195 shares; 2025Q4: 13,584 shares; 2026Q1: 13,398 shares; 2026Q2: 13,429 shares 13,429 $372K 0.06% +31 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: 5,682 shares; 2024Q4: 5,582 shares; 2025Q1: 5,432 shares; 2025Q2: 5,231 shares; 2025Q3: 5,232 shares; 2025Q4: 4,981 shares; 2026Q1: 4,981 shares; 2026Q2: 4,981 shares 4,981 $370K 0.06% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,060 shares; 2024Q4: 18,468 shares; 2025Q1: 17,301 shares; 2025Q2: 15,726 shares; 2025Q3: 15,736 shares; 2025Q4: 12,852 shares; 2026Q1: 15,102 shares; 2026Q2: 15,013 shares 15,013 $369K 0.06% -89 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: not reported; 2026Q1: 1,123 shares; 2026Q2: 1,198 shares 1,198 $357K 0.05% +75 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 966 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $355K 0.05% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,030 shares; 2026Q1: 5,080 shares; 2026Q2: 4,930 shares 4,930 $354K 0.05% -150 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065 $322K 0.05% 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; 2024Q3: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 3,630 shares; 2025Q2: 3,630 shares; 2025Q3: 3,630 shares; 2025Q4: 3,630 shares; 2026Q1: 3,630 shares; 2026Q2: 3,630 shares 3,630 $319K 0.05% 0 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: 4,132 shares; 2024Q4: 4,144 shares; 2025Q1: 4,151 shares; 2025Q2: 3,959 shares; 2025Q3: 4,048 shares; 2025Q4: 4,060 shares; 2026Q1: 4,067 shares; 2026Q2: 4,073 shares 4,073 $314K 0.05% +6 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares; 2026Q1: 3,189 shares; 2026Q2: 3,189 shares 3,189 $291K 0.04% 0 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 reported; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares; 2026Q2: 833 shares 833 $286K 0.04% +102 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 5,750 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250 $280K 0.04% 0 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 8,688 shares; 2025Q3: 8,688 shares; 2025Q4: 13,813 shares; 2026Q1: 10,250 shares; 2026Q2: 10,250 shares 10,250 $276K 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 537 shares; 2026Q1: 528 shares; 2026Q2: 3,069 shares 3,069 $264K 0.04% +2,541 Timeline SDZNY SANDOZ GROUP AG SPONSORED ADS More: the full row for SANDOZ GROUP AG SPONSORED ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,973 shares; 2026Q1: 2,918 shares; 2026Q2: 2,898 shares 2,898 $262K 0.04% -20 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 511 shares 511 $254K 0.04% +11 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,671 shares; 2025Q1: 7,671 shares; 2025Q2: 7,670 shares; 2025Q3: 7,671 shares; 2025Q4: 7,670 shares; 2026Q1: 7,670 shares; 2026Q2: 7,670 shares 7,670 $245K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $239K 0.04% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $233K 0.04% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,154 shares; 2026Q2: 2,221 shares 2,221 $228K 0.03% +67 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,147 shares; 2025Q2: not reported; 2025Q3: 2,286 shares; 2025Q4: 4,575 shares; 2026Q1: 4,455 shares; 2026Q2: 4,289 shares 4,289 $228K 0.03% -166 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 321 shares; 2025Q3: 296 shares; 2025Q4: 2,960 shares; 2026Q1: 3,160 shares; 2026Q2: 3,160 shares 3,160 $226K 0.03% 0 Timeline CFIHX AMERICAN CAPITAL INCOME BUILDER F… More: the full row for AMERICAN CAPITAL INCOME BUILDER FUND CLASS F3 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 2,723 shares; 2025Q4: 2,730 shares; 2026Q1: 2,730 shares; 2026Q2: 2,731 shares 2,731 $224K 0.03% +1 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,702 shares 4,702 $221K 0.03% new Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,820 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: not reported; 2026Q2: 1,670 shares 1,670 $219K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 1,225 shares 1,225 $218K 0.03% +1,176 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $209K 0.03% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,002 shares; 2024Q4: 2,952 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares; 2025Q4: 3,092 shares; 2026Q1: 3,092 shares; 2026Q2: 3,092 shares 3,092 $207K 0.03% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,347 shares 2,347 $203K 0.03% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,577 shares 2,577 $202K 0.03% new Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,450 shares 10,450 $156K 0.02% new Timeline SOUTH32 LTD SHS SOUTH32 LTD SHS More: the full row for SOUTH32 LTD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,921 shares; 2025Q3: 10,921 shares; 2025Q4: 10,921 shares; 2026Q1: 10,921 shares; 2026Q2: 10,921 shares 10,921 $29.5K <0.01% 0