V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 120,512 shares; 2023Q4: 78,519 shares; 2024Q1: 76,210 shares; 2024Q2: 66,279 shares; 2024Q3: 63,660 shares; 2024Q4: 58,997 shares; 2025Q1: 56,742 shares; 2025Q2: 55,278 shares 55,278 $19.6M 4.3% -1,464 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 163,392 shares; 2023Q4: 104,268 shares; 2024Q1: 101,045 shares; 2024Q2: 78,660 shares; 2024Q3: 71,272 shares; 2024Q4: 55,479 shares; 2025Q1: 40,568 shares; 2025Q2: 39,374 shares 39,374 $19.6M 4.29% -1,194 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50,273 shares; 2023Q4: 32,461 shares; 2024Q1: 31,586 shares; 2024Q2: 29,866 shares; 2024Q3: 28,622 shares; 2024Q4: 26,513 shares; 2025Q1: 25,309 shares; 2025Q2: 24,546 shares 24,546 $19.3M 4.23% -763 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 370,998 shares; 2023Q4: 233,910 shares; 2024Q1: 226,594 shares; 2024Q2: 175,040 shares; 2024Q3: 167,160 shares; 2024Q4: 153,387 shares; 2025Q1: 107,115 shares; 2025Q2: 104,263 shares 104,263 $18.4M 4.02% -2,852 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; 2023Q3: 245,066 shares; 2023Q4: 181,492 shares; 2024Q1: 176,871 shares; 2024Q2: 138,327 shares; 2024Q3: 132,440 shares; 2024Q4: 121,420 shares; 2025Q1: 115,983 shares; 2025Q2: 79,260 shares 79,260 $17.4M 3.81% -36,723 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 82,045 shares; 2023Q4: 41,392 shares; 2024Q1: 40,915 shares; 2024Q2: 183,796 shares; 2024Q3: 175,696 shares; 2024Q4: 159,575 shares; 2025Q1: 86,090 shares; 2025Q2: 104,921 shares 104,921 $16.6M 3.63% +18,831 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; 2023Q3: 75,696 shares; 2023Q4: 48,785 shares; 2024Q1: 20,715 shares; 2024Q2: 16,166 shares; 2024Q3: 15,507 shares; 2024Q4: 27,894 shares; 2025Q1: 45,427 shares; 2025Q2: 79,659 shares 79,659 $16.3M 3.57% +34,232 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 487,576 shares; 2023Q4: 313,839 shares; 2024Q1: 305,046 shares; 2024Q2: 316,565 shares; 2024Q3: 200,943 shares; 2024Q4: 186,306 shares; 2025Q1: 259,619 shares; 2025Q2: 253,910 shares 253,910 $15.9M 3.48% -5,709 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 96,493 shares; 2023Q4: 60,646 shares; 2024Q1: 57,855 shares; 2024Q2: 44,509 shares; 2024Q3: 42,466 shares; 2024Q4: 39,100 shares; 2025Q1: 37,328 shares; 2025Q2: 39,887 shares 39,887 $15.8M 3.45% +2,559 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,992 shares; 2025Q1: 19,319 shares; 2025Q2: 18,926 shares 18,926 $15.2M 3.32% -393 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 166,878 shares; 2023Q4: 109,450 shares; 2024Q1: 124,988 shares; 2024Q2: 100,031 shares; 2024Q3: 96,110 shares; 2024Q4: 89,737 shares; 2025Q1: 86,057 shares; 2025Q2: 60,895 shares 60,895 $14.8M 3.24% -25,162 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,114 shares; 2023Q4: 9,133 shares; 2024Q1: 6,854 shares; 2024Q2: 166,430 shares; 2024Q3: 239,245 shares; 2024Q4: 222,771 shares; 2025Q1: 265,151 shares; 2025Q2: 257,636 shares 257,636 $14.5M 3.17% -7,515 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 242,013 shares; 2023Q4: 170,149 shares; 2024Q1: 168,883 shares; 2024Q2: 131,753 shares; 2024Q3: 125,933 shares; 2024Q4: 115,469 shares; 2025Q1: 110,187 shares; 2025Q2: 106,093 shares 106,093 $14.4M 3.16% -4,094 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; 2023Q3: 203,426 shares; 2023Q4: 128,937 shares; 2024Q1: 124,929 shares; 2024Q2: 97,246 shares; 2024Q3: 93,129 shares; 2024Q4: 85,837 shares; 2025Q1: 81,460 shares; 2025Q2: 77,641 shares 77,641 $14.2M 3.12% -3,819 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 130,147 shares; 2024Q3: 221,129 shares; 2024Q4: 196,403 shares; 2025Q1: 147,174 shares; 2025Q2: 147,625 shares 147,625 $13.8M 3.02% +451 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 77,438 shares; 2023Q4: 49,655 shares; 2024Q1: 39,101 shares; 2024Q2: 19,326 shares; 2024Q3: 18,425 shares; 2024Q4: 14,883 shares; 2025Q1: 11,506 shares; 2025Q2: 10,261 shares 10,261 $13.7M 3.01% -1,245 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; 2023Q3: 746 shares; 2023Q4: 746 shares; 2024Q1: 746 shares; 2024Q2: 746 shares; 2024Q3: 746 shares; 2024Q4: 1,680 shares; 2025Q1: 12,815 shares; 2025Q2: 17,546 shares 17,546 $13.7M 2.99% +4,731 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; 2023Q3: 349,647 shares; 2023Q4: 197,621 shares; 2024Q1: 205,798 shares; 2024Q2: 157,467 shares; 2024Q3: 149,827 shares; 2024Q4: 161,743 shares; 2025Q1: 157,010 shares; 2025Q2: 149,635 shares 149,635 $13.7M 2.99% -7,375 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,632 shares; 2024Q3: 11,915 shares; 2024Q4: 13,717 shares; 2025Q1: 13,186 shares; 2025Q2: 12,801 shares 12,801 $13.2M 2.88% -385 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,633 shares; 2023Q4: 37,564 shares; 2024Q1: 36,898 shares; 2024Q2: 35,106 shares; 2024Q3: 33,486 shares; 2024Q4: 26,688 shares; 2025Q1: 25,017 shares; 2025Q2: 23,826 shares 23,826 $12.6M 2.75% -1,191 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 94,688 shares; 2023Q4: 65,914 shares; 2024Q1: 63,643 shares; 2024Q2: 113,899 shares; 2024Q3: 109,364 shares; 2024Q4: 101,639 shares; 2025Q1: 97,104 shares; 2025Q2: 57,346 shares 57,346 $11.8M 2.58% -39,758 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 160,623 shares; 2023Q4: 101,313 shares; 2024Q1: 118,898 shares; 2024Q2: 123,832 shares; 2024Q3: 118,543 shares; 2024Q4: 108,823 shares; 2025Q1: 77,583 shares; 2025Q2: 74,139 shares 74,139 $11.6M 2.53% -3,444 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; 2023Q3: 66,754 shares; 2023Q4: 41,657 shares; 2024Q1: 40,713 shares; 2024Q2: 49,884 shares; 2024Q3: 47,586 shares; 2024Q4: 55,861 shares; 2025Q1: 53,458 shares; 2025Q2: 49,320 shares 49,320 $10.9M 2.4% -4,138 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,926 shares; 2023Q4: 29,481 shares; 2024Q1: 29,206 shares; 2024Q2: 23,078 shares; 2024Q3: 22,116 shares; 2024Q4: 25,986 shares; 2025Q1: 25,378 shares; 2025Q2: 24,659 shares 24,659 $9.54M 2.09% -719 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; 2023Q3: 143,560 shares; 2023Q4: 143,560 shares; 2024Q1: 143,560 shares; 2024Q2: 127,503 shares; 2024Q3: 180,018 shares; 2024Q4: 123,503 shares; 2025Q1: 123,503 shares; 2025Q2: 123,503 shares 123,503 $8.74M 1.91% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,090 shares; 2023Q4: 14,699 shares; 2024Q1: 14,926 shares; 2024Q2: 25,808 shares; 2024Q3: 24,775 shares; 2024Q4: 29,614 shares; 2025Q1: 29,203 shares; 2025Q2: 27,888 shares 27,888 $8.23M 1.8% -1,315 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,995 shares 79,995 $8.18M 1.79% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36,010 shares; 2025Q1: 40,415 shares; 2025Q2: 56,407 shares 56,407 $8.1M 1.77% +15,992 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 377,878 shares; 2023Q4: 217,067 shares; 2024Q1: 231,400 shares; 2024Q2: 184,550 shares; 2024Q3: 101,191 shares; 2024Q4: 91,859 shares; 2025Q1: 88,413 shares; 2025Q2: 90,353 shares 90,353 $7.07M 1.55% +1,940 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,793 shares; 2023Q4: 3,949 shares; 2024Q1: 4,840 shares; 2024Q2: 4,840 shares; 2024Q3: 33,508 shares; 2024Q4: 31,306 shares; 2025Q1: 30,195 shares; 2025Q2: 28,053 shares 28,053 $6.73M 1.47% -2,142 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,592 shares; 2023Q4: 13,480 shares; 2024Q1: 17,505 shares; 2024Q2: 17,588 shares; 2024Q3: 29,956 shares; 2024Q4: 29,740 shares; 2025Q1: 29,379 shares; 2025Q2: 29,325 shares 29,325 $3.13M 0.69% -54 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,749 shares; 2023Q4: 17,255 shares; 2024Q1: 20,466 shares; 2024Q2: 22,583 shares; 2024Q3: 20,341 shares; 2024Q4: 80,781 shares; 2025Q1: 64,024 shares; 2025Q2: 64,024 shares 64,024 $1.87M 0.41% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,879 shares; 2023Q4: 27,767 shares; 2024Q1: 30,025 shares; 2024Q2: 30,081 shares; 2024Q3: 38,397 shares; 2024Q4: 39,614 shares; 2025Q1: 39,614 shares; 2025Q2: 44,856 shares 44,856 $1.61M 0.35% +5,242 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,118 shares; 2023Q4: 2,181 shares; 2024Q1: 3,285 shares; 2024Q2: 3,395 shares; 2024Q3: 5,565 shares; 2024Q4: 5,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,555 shares 5,555 $1.6M 0.35% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,807 shares; 2023Q4: 9,771 shares; 2024Q1: 10,229 shares; 2024Q2: 10,247 shares; 2024Q3: 10,257 shares; 2024Q4: 10,246 shares; 2025Q1: 10,246 shares; 2025Q2: 10,426 shares 10,426 $1.6M 0.35% +180 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,840 shares; 2024Q4: 27,808 shares; 2025Q1: 27,808 shares; 2025Q2: 27,808 shares 27,808 $1.46M 0.32% 0 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; 2023Q3: 1,443 shares; 2023Q4: 1,443 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares; 2024Q3: 1,443 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares 1,443 $1.43M 0.31% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,095 shares; 2025Q1: 17,031 shares; 2025Q2: 17,030 shares 17,030 $1.42M 0.31% -1 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,343 shares; 2024Q4: 2,340 shares; 2025Q1: 3,462 shares; 2025Q2: 5,711 shares 5,711 $1.41M 0.31% +2,249 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,635 shares; 2024Q2: 1,635 shares; 2024Q3: 1,628 shares; 2024Q4: 1,676 shares; 2025Q1: 1,612 shares; 2025Q2: 1,838 shares 1,838 $1.36M 0.3% +226 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,290 shares; 2024Q1: 3,904 shares; 2024Q2: 5,461 shares; 2024Q3: 5,427 shares; 2024Q4: 5,388 shares; 2025Q1: 7,315 shares; 2025Q2: 7,315 shares 7,315 $1.33M 0.29% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,513 shares; 2023Q4: 11,716 shares; 2024Q1: 14,055 shares; 2024Q2: 14,082 shares; 2024Q3: 14,127 shares; 2024Q4: 14,611 shares; 2025Q1: 14,611 shares; 2025Q2: 14,611 shares 14,611 $1.29M 0.28% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,076 shares; 2025Q2: 43,076 shares 43,076 $1.28M 0.28% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,719 shares; 2024Q3: 3,842 shares; 2024Q4: 3,838 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares 3,838 $1.27M 0.28% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,382 shares; 2025Q1: 7,382 shares; 2025Q2: 7,382 shares 7,382 $1.25M 0.27% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,822 shares; 2023Q4: 5,128 shares; 2024Q1: 5,574 shares; 2024Q2: 14,026 shares; 2024Q3: 14,026 shares; 2024Q4: 14,008 shares; 2025Q1: 14,008 shares; 2025Q2: 14,008 shares 14,008 $1.23M 0.27% 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; 2023Q3: 3,255 shares; 2023Q4: 3,255 shares; 2024Q1: 3,283 shares; 2024Q2: 3,283 shares; 2024Q3: 3,283 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares 3,250 $1.19M 0.26% 0 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; 2023Q3: 11,834 shares; 2023Q4: 11,112 shares; 2024Q1: 11,802 shares; 2024Q2: 11,825 shares; 2024Q3: 16,555 shares; 2024Q4: 16,532 shares; 2025Q1: 10,191 shares; 2025Q2: 15,252 shares 15,252 $1.18M 0.26% +5,061 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,034 shares; 2023Q4: 5,019 shares; 2024Q1: 4,994 shares; 2024Q2: 4,941 shares; 2024Q3: 4,951 shares; 2024Q4: 4,730 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares 4,730 $1.15M 0.25% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,337 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares 4,179 $1.1M 0.24% 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; 2023Q3: 6,595 shares; 2023Q4: 5,756 shares; 2024Q1: 6,015 shares; 2024Q2: 6,026 shares; 2024Q3: 6,046 shares; 2024Q4: 6,037 shares; 2025Q1: 6,037 shares; 2025Q2: 6,037 shares 6,037 $1.09M 0.24% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,572 shares; 2023Q4: 22,484 shares; 2024Q1: 23,734 shares; 2024Q2: 23,777 shares; 2024Q3: 16,481 shares; 2024Q4: 16,466 shares; 2025Q1: 16,466 shares; 2025Q2: 21,152 shares 21,152 $1.04M 0.23% +4,686 Timeline 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; 2023Q3: 8,317 shares; 2023Q4: 8,686 shares; 2024Q1: 10,998 shares; 2024Q2: 11,052 shares; 2024Q3: 10,972 shares; 2024Q4: 32,597 shares; 2025Q1: 37,203 shares; 2025Q2: 37,201 shares 37,201 $1.03M 0.23% -2 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,687 shares; 2023Q4: 4,057 shares; 2024Q1: 4,210 shares; 2024Q2: 7,000 shares; 2024Q3: 6,776 shares; 2024Q4: 6,994 shares; 2025Q1: 10,005 shares; 2025Q2: 10,005 shares 10,005 $1.01M 0.22% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,754 shares; 2025Q1: 13,986 shares; 2025Q2: 13,986 shares 13,986 $954K 0.21% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,846 shares; 2024Q2: 19,374 shares; 2024Q3: 9,114 shares; 2024Q4: 9,101 shares; 2025Q1: 9,101 shares; 2025Q2: 15,480 shares 15,480 $914K 0.2% +6,379 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,091 shares; 2023Q4: 3,002 shares; 2024Q1: 4,353 shares; 2024Q2: 4,392 shares; 2024Q3: 4,339 shares; 2024Q4: 2,331 shares; 2025Q1: 2,294 shares; 2025Q2: 7,733 shares 7,733 $866K 0.19% +5,439 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 206,971 shares; 2023Q4: 132,397 shares; 2024Q1: 128,536 shares; 2024Q2: 38,960 shares; 2024Q3: 37,647 shares; 2024Q4: 10,406 shares; 2025Q1: 8,828 shares; 2025Q2: 8,828 shares 8,828 $848K 0.19% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,800 shares; 2023Q4: 8,124 shares; 2024Q1: 8,124 shares; 2024Q2: 8,124 shares; 2024Q3: 8,124 shares; 2024Q4: 5,015 shares; 2025Q1: 4,434 shares; 2025Q2: 4,434 shares 4,434 $787K 0.17% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,815 shares 3,815 $775K 0.17% new 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; 2023Q3: 12,011 shares; 2023Q4: 8,274 shares; 2024Q1: 8,274 shares; 2024Q2: 8,274 shares; 2024Q3: 8,274 shares; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares 6,274 $775K 0.17% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,239 shares; 2023Q4: 3,239 shares; 2024Q1: 3,239 shares; 2024Q2: 3,239 shares; 2024Q3: 3,239 shares; 2024Q4: 3,239 shares; 2025Q1: 3,239 shares; 2025Q2: 3,239 shares 3,239 $708K 0.16% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,818 shares; 2025Q2: 16,819 shares 16,819 $697K 0.15% +1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,771 shares 10,771 $689K 0.15% new 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; 2023Q3: 3,172 shares; 2023Q4: not reported; 2024Q1: 1,955 shares; 2024Q2: 1,972 shares; 2024Q3: 4,685 shares; 2024Q4: 4,650 shares; 2025Q1: 4,607 shares; 2025Q2: 4,606 shares 4,606 $679K 0.15% -1 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,785 shares; 2023Q4: 7,304 shares; 2024Q1: 7,749 shares; 2024Q2: 7,764 shares; 2024Q3: 7,494 shares; 2024Q4: 8,051 shares; 2025Q1: 8,051 shares; 2025Q2: 8,051 shares 8,051 $644K 0.14% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,562 shares; 2023Q4: 14,562 shares; 2024Q1: 14,562 shares; 2024Q2: 14,562 shares; 2024Q3: 14,562 shares; 2024Q4: 14,562 shares; 2025Q1: 14,562 shares; 2025Q2: 14,562 shares 14,562 $626K 0.14% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,785 shares; 2023Q4: 3,785 shares; 2024Q1: 3,722 shares; 2024Q2: 3,635 shares; 2024Q3: 3,635 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares 3,221 $598K 0.13% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,328 shares; 2025Q1: 6,391 shares; 2025Q2: 6,391 shares 6,391 $575K 0.13% 0 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,285 shares; 2025Q1: 5,237 shares; 2025Q2: 5,237 shares 5,237 $547K 0.12% 0 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; 2023Q3: 3,363 shares; 2023Q4: 3,363 shares; 2024Q1: 3,363 shares; 2024Q2: 3,363 shares; 2024Q3: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 3,363 shares 3,363 $536K 0.12% 0 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; 2023Q3: 4,858 shares; 2023Q4: 5,124 shares; 2024Q1: 6,066 shares; 2024Q2: 4,063 shares; 2024Q3: 4,031 shares; 2024Q4: 4,002 shares; 2025Q1: 3,973 shares; 2025Q2: 3,973 shares 3,973 $536K 0.12% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,493 shares; 2023Q4: 4,493 shares; 2024Q1: 4,493 shares; 2024Q2: 4,493 shares; 2024Q3: 4,493 shares; 2024Q4: 4,493 shares; 2025Q1: 4,493 shares; 2025Q2: 4,493 shares 4,493 $484K 0.11% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,589 shares; 2023Q4: 1,589 shares; 2024Q1: 1,589 shares; 2024Q2: 1,589 shares; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares 1,589 $476K 0.1% 0 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; 2023Q3: 6,522 shares; 2023Q4: 6,522 shares; 2024Q1: 6,321 shares; 2024Q2: 6,321 shares; 2024Q3: 6,321 shares; 2024Q4: 6,321 shares; 2025Q1: 6,321 shares; 2025Q2: 6,321 shares 6,321 $439K 0.1% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,623 shares; 2024Q2: 8,653 shares; 2024Q3: 11,669 shares; 2024Q4: 11,581 shares; 2025Q1: 10,609 shares; 2025Q2: 10,609 shares 10,609 $423K 0.09% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 149 shares; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares 1,490 $411K 0.09% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,844 shares; 2023Q4: 3,749 shares; 2024Q1: 3,811 shares; 2024Q2: 3,699 shares; 2024Q3: 3,699 shares; 2024Q4: 3,008 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares 3,008 $397K 0.09% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,764 shares; 2023Q4: 2,697 shares; 2024Q1: 2,542 shares; 2024Q2: 2,542 shares; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,458 shares 2,458 $391K 0.09% -84 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,402 shares; 2023Q4: 1,402 shares; 2024Q1: 1,315 shares; 2024Q2: 1,315 shares; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares 1,315 $384K 0.08% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,611 shares 7,611 $381K 0.08% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,729 shares; 2023Q4: 2,662 shares; 2024Q1: 2,549 shares; 2024Q2: 2,459 shares; 2024Q3: 2,459 shares; 2024Q4: 2,419 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares 2,419 $370K 0.08% 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; 2023Q3: 4,963 shares; 2023Q4: 4,963 shares; 2024Q1: 4,963 shares; 2024Q2: 4,963 shares; 2024Q3: 4,963 shares; 2024Q4: 4,963 shares; 2025Q1: 4,963 shares; 2025Q2: 4,668 shares 4,668 $315K 0.07% -295 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,899 shares; 2023Q4: 1,899 shares; 2024Q1: 1,899 shares; 2024Q2: 1,899 shares; 2024Q3: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares 1,899 $303K 0.07% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,478 shares; 2023Q4: 3,466 shares; 2024Q1: 3,583 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,852 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares 3,134 $303K 0.07% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $293K 0.06% 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; 2023Q3: not reported; 2023Q4: 2,548 shares; 2024Q1: 2,548 shares; 2024Q2: 2,548 shares; 2024Q3: 2,548 shares; 2024Q4: 2,548 shares; 2025Q1: 2,548 shares; 2025Q2: 2,548 shares 2,548 $232K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86,092 shares; 2023Q4: 93,578 shares; 2024Q1: 48,879 shares; 2024Q2: 39,061 shares; 2024Q3: 3,630 shares; 2024Q4: 2,178 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares 2,327 $175K 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares 270 $152K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $143K 0.03% 0 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; 2023Q3: 29,754 shares; 2023Q4: 18,473 shares; 2024Q1: 17,764 shares; 2024Q2: 13,596 shares; 2024Q3: 12,970 shares; 2024Q4: 2,128 shares; 2025Q1: 736 shares; 2025Q2: 364 shares 364 $125K 0.03% -372 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares 6,900 $116K 0.03% 0 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; 2023Q3: 69,471 shares; 2023Q4: 43,996 shares; 2024Q1: 21,878 shares; 2024Q2: 17,217 shares; 2024Q3: 16,508 shares; 2024Q4: 15,130 shares; 2025Q1: 14,477 shares; 2025Q2: 364 shares 364 $114K 0.02% -14,113 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares 750 $106K 0.02% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $87K 0.02% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares 1,052 $83.3K 0.02% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares 270 $79.6K 0.02% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares 525 $73.8K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500 $71K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares 617 $68.3K 0.01% 0 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; 2023Q3: 53,491 shares; 2023Q4: 22,444 shares; 2024Q1: 21,493 shares; 2024Q2: 16,756 shares; 2024Q3: 16,072 shares; 2024Q4: 14,787 shares; 2025Q1: 10,750 shares; 2025Q2: 99 shares 99 $58.5K 0.01% -10,651 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,256 shares; 2025Q1: 3,256 shares; 2025Q2: 3,256 shares 3,256 $42.5K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,680 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 178 shares 178 $41.5K 0.01% -145 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares 330 $38.9K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500 $32.9K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares 1,058 $31.7K 0.01% 0 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; 2023Q3: 49,992 shares; 2023Q4: 47,662 shares; 2024Q1: 23,125 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 149 shares; 2025Q2: 117 shares 117 $29.2K 0.01% -32 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $24.9K 0.01% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $13.9K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $13K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $9.29K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $3.64K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares 55 $481 <0.01% 0 Timeline