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: 74,736 shares; 2024Q4: 77,800 shares; 2025Q1: 76,588 shares; 2025Q2: 74,118 shares; 2025Q3: 74,398 shares; 2025Q4: 72,966 shares; 2026Q1: 69,251 shares; 2026Q2: 68,528 shares 68,528 $25.2M 6.62% -723 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,372 shares; 2024Q4: 304,455 shares; 2025Q1: 349,575 shares; 2025Q2: 352,647 shares; 2025Q3: 369,320 shares; 2025Q4: 374,152 shares; 2026Q1: 378,894 shares; 2026Q2: 382,898 shares 382,898 $19.3M 5.07% +4,004 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 347,058 shares; 2026Q2: 359,435 shares 359,435 $18.8M 4.94% +12,377 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,294 shares; 2024Q4: 155,106 shares; 2025Q1: 154,152 shares; 2025Q2: 155,072 shares; 2025Q3: 156,836 shares; 2025Q4: 157,646 shares; 2026Q1: 166,789 shares; 2026Q2: 163,974 shares 163,974 $15.8M 4.15% -2,815 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,205 shares; 2024Q4: 238,213 shares; 2025Q1: 237,907 shares; 2025Q2: 237,097 shares; 2025Q3: 241,035 shares; 2025Q4: 244,862 shares; 2026Q1: 246,708 shares; 2026Q2: 246,666 shares 246,666 $12.2M 3.21% -42 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,208 shares; 2024Q4: 40,986 shares; 2025Q1: 39,608 shares; 2025Q2: 40,744 shares; 2025Q3: 41,156 shares; 2025Q4: 40,583 shares; 2026Q1: 39,469 shares; 2026Q2: 38,644 shares 38,644 $11.2M 2.93% -825 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,348 shares; 2025Q1: 43,265 shares; 2025Q2: 45,172 shares; 2025Q3: 59,297 shares; 2025Q4: 227,495 shares; 2026Q1: 316,671 shares; 2026Q2: 328,981 shares 328,981 $9.65M 2.53% +12,310 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: 347,121 shares; 2024Q4: 324,185 shares; 2025Q1: 319,937 shares; 2025Q2: 313,012 shares; 2025Q3: 312,486 shares; 2025Q4: 309,056 shares; 2026Q1: 295,249 shares; 2026Q2: 289,248 shares 289,248 $9.25M 2.43% -6,001 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: 25,354 shares; 2024Q4: 25,205 shares; 2025Q1: 25,498 shares; 2025Q2: 25,224 shares; 2025Q3: 25,351 shares; 2025Q4: 25,068 shares; 2026Q1: 24,853 shares; 2026Q2: 98,083 shares 98,083 $7.9M 2.07% +73,230 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: 23,673 shares; 2024Q4: 26,486 shares; 2025Q1: 26,527 shares; 2025Q2: 27,615 shares; 2025Q3: 27,807 shares; 2025Q4: 27,724 shares; 2026Q1: 27,432 shares; 2026Q2: 27,388 shares 27,388 $6.96M 1.82% -44 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: 18,546 shares; 2024Q4: 18,347 shares; 2025Q1: 17,828 shares; 2025Q2: 18,127 shares; 2025Q3: 17,636 shares; 2025Q4: 17,333 shares; 2026Q1: 17,740 shares; 2026Q2: 17,981 shares 17,981 $6.71M 1.76% +241 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: 19,746 shares; 2024Q4: 19,387 shares; 2025Q1: 18,675 shares; 2025Q2: 18,217 shares; 2025Q3: 18,091 shares; 2025Q4: 17,612 shares; 2026Q1: 17,145 shares; 2026Q2: 16,492 shares 16,492 $5.83M 1.53% -653 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: 73,792 shares; 2024Q4: 72,255 shares; 2025Q1: 70,314 shares; 2025Q2: 68,549 shares; 2025Q3: 68,190 shares; 2025Q4: 66,903 shares; 2026Q1: 51,954 shares; 2026Q2: 51,351 shares 51,351 $5.82M 1.53% -603 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: 6,751 shares; 2024Q4: 6,704 shares; 2025Q1: 6,446 shares; 2025Q2: 6,327 shares; 2025Q3: 6,312 shares; 2025Q4: 6,305 shares; 2026Q1: 6,265 shares; 2026Q2: 6,205 shares 6,205 $5.8M 1.52% -60 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: 20,574 shares; 2024Q4: 20,218 shares; 2025Q1: 19,782 shares; 2025Q2: 19,322 shares; 2025Q3: 19,022 shares; 2025Q4: 18,234 shares; 2026Q1: 18,009 shares; 2026Q2: 17,616 shares 17,616 $5.77M 1.51% -393 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: 6,111 shares; 2024Q4: 6,091 shares; 2025Q1: 5,089 shares; 2025Q2: 7,703 shares; 2025Q3: 7,782 shares; 2025Q4: 4,828 shares; 2026Q1: 4,656 shares; 2026Q2: 4,618 shares 4,618 $5.54M 1.45% -38 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: 34,118 shares; 2024Q4: 34,092 shares; 2025Q1: 34,076 shares; 2025Q2: 34,684 shares; 2025Q3: 36,008 shares; 2025Q4: 40,454 shares; 2026Q1: 40,684 shares; 2026Q2: 40,451 shares 40,451 $5.48M 1.44% -233 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,381 shares; 2024Q4: 34,086 shares; 2025Q1: 40,304 shares; 2025Q2: 38,183 shares; 2025Q3: 38,960 shares; 2025Q4: 39,450 shares; 2026Q1: 39,541 shares; 2026Q2: 39,621 shares 39,621 $5.42M 1.42% +80 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: 15,742 shares; 2024Q4: 15,737 shares; 2025Q1: 15,769 shares; 2025Q2: 15,939 shares; 2025Q3: 15,923 shares; 2025Q4: 15,583 shares; 2026Q1: 15,430 shares; 2026Q2: 15,163 shares 15,163 $5.37M 1.41% -267 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: 34,915 shares; 2024Q4: 34,622 shares; 2025Q1: 34,473 shares; 2025Q2: 34,324 shares; 2025Q3: 34,369 shares; 2025Q4: 34,024 shares; 2026Q1: 34,045 shares; 2026Q2: 36,720 shares 36,720 $5.26M 1.38% +2,675 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: 21,168 shares; 2024Q4: 20,011 shares; 2025Q1: 18,619 shares; 2025Q2: 18,417 shares; 2025Q3: 18,461 shares; 2025Q4: 18,381 shares; 2026Q1: 18,389 shares; 2026Q2: 18,471 shares 18,471 $5.19M 1.36% +82 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: 14,557 shares; 2024Q4: 14,451 shares; 2025Q1: 14,334 shares; 2025Q2: 14,146 shares; 2025Q3: 13,896 shares; 2025Q4: 13,959 shares; 2026Q1: 14,218 shares; 2026Q2: 14,304 shares 14,304 $4.91M 1.29% +86 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: 59,365 shares; 2024Q4: 59,337 shares; 2025Q1: 59,235 shares; 2025Q2: 58,927 shares; 2025Q3: 59,197 shares; 2025Q4: 58,581 shares; 2026Q1: 58,581 shares; 2026Q2: 41,126 shares 41,126 $4.83M 1.27% -17,455 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: 41,691 shares; 2024Q4: 41,502 shares; 2025Q1: 41,319 shares; 2025Q2: 40,891 shares; 2025Q3: 40,627 shares; 2025Q4: 40,651 shares; 2026Q1: 42,323 shares; 2026Q2: 52,799 shares 52,799 $4.79M 1.26% +10,476 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; 2024Q3: not reported; 2024Q4: 46,244 shares; 2025Q1: 35,080 shares; 2025Q2: 34,080 shares; 2025Q3: 33,400 shares; 2025Q4: 33,400 shares; 2026Q1: 29,700 shares; 2026Q2: 26,270 shares 26,270 $4.46M 1.17% -3,430 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,818 shares; 2024Q4: 13,716 shares; 2025Q1: 15,014 shares; 2025Q2: 14,923 shares; 2025Q3: 16,154 shares; 2025Q4: 16,120 shares; 2026Q1: 31,881 shares; 2026Q2: 35,082 shares 35,082 $4.44M 1.17% +3,201 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: 52,897 shares; 2024Q4: 52,610 shares; 2025Q1: 52,025 shares; 2025Q2: 51,702 shares; 2025Q3: 52,206 shares; 2025Q4: 50,635 shares; 2026Q1: 50,972 shares; 2026Q2: 50,399 shares 50,399 $4.42M 1.16% -573 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,731 shares; 2024Q4: 12,648 shares; 2025Q1: 12,530 shares; 2025Q2: 12,448 shares; 2025Q3: 12,532 shares; 2025Q4: 12,492 shares; 2026Q1: 12,509 shares; 2026Q2: 12,558 shares 12,558 $4.28M 1.12% +49 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: 15,746 shares; 2024Q4: 15,993 shares; 2025Q1: 15,594 shares; 2025Q2: 15,845 shares; 2025Q3: 15,923 shares; 2025Q4: 16,254 shares; 2026Q1: 17,669 shares; 2026Q2: 17,605 shares 17,605 $4.2M 1.1% -64 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: 7,560 shares; 2024Q4: 6,930 shares; 2025Q1: 6,907 shares; 2025Q2: 6,871 shares; 2025Q3: 6,933 shares; 2025Q4: 6,946 shares; 2026Q1: 6,499 shares; 2026Q2: 6,437 shares 6,437 $4.08M 1.07% -62 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: 39,706 shares; 2024Q4: 39,691 shares; 2025Q1: 39,583 shares; 2025Q2: 39,590 shares; 2025Q3: 40,380 shares; 2025Q4: 45,319 shares; 2026Q1: 43,816 shares; 2026Q2: 43,740 shares 43,740 $4.01M 1.05% -76 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,102 shares; 2024Q4: 15,032 shares; 2025Q1: 14,952 shares; 2025Q2: 14,830 shares; 2025Q3: 14,828 shares; 2025Q4: 14,716 shares; 2026Q1: 14,344 shares; 2026Q2: 9,948 shares 9,948 $3.95M 1.04% -4,396 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: 30,540 shares; 2024Q4: 30,327 shares; 2025Q1: 29,965 shares; 2025Q2: 29,508 shares; 2025Q3: 29,296 shares; 2025Q4: 28,666 shares; 2026Q1: 20,186 shares; 2026Q2: 20,233 shares 20,233 $3.84M 1.01% +47 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: 14,602 shares; 2024Q4: 14,293 shares; 2025Q1: 13,997 shares; 2025Q2: 13,578 shares; 2025Q3: 9,200 shares; 2025Q4: 9,051 shares; 2026Q1: 9,065 shares; 2026Q2: 9,005 shares 9,005 $3.84M 1.01% -60 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,030 shares; 2024Q4: 40,684 shares; 2025Q1: 43,616 shares; 2025Q2: 43,454 shares; 2025Q3: 46,097 shares; 2025Q4: 44,874 shares; 2026Q1: 44,669 shares; 2026Q2: 43,969 shares 43,969 $3.66M 0.96% -700 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: 3,514 shares; 2024Q4: 3,479 shares; 2025Q1: 3,479 shares; 2025Q2: 3,848 shares; 2025Q3: 3,866 shares; 2025Q4: 5,601 shares; 2026Q1: 16,496 shares; 2026Q2: 16,810 shares 16,810 $3.64M 0.95% +314 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: 43,930 shares; 2024Q4: 44,181 shares; 2025Q1: 43,439 shares; 2025Q2: 43,256 shares; 2025Q3: 43,302 shares; 2025Q4: 43,331 shares; 2026Q1: 43,371 shares; 2026Q2: 43,486 shares 43,486 $3.53M 0.93% +115 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: 33,158 shares; 2024Q4: 32,175 shares; 2025Q1: 29,889 shares; 2025Q2: 28,906 shares; 2025Q3: 28,906 shares; 2025Q4: 28,906 shares; 2026Q1: 26,794 shares; 2026Q2: 25,286 shares 25,286 $3.53M 0.93% -1,508 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,428 shares; 2024Q4: 7,452 shares; 2025Q1: 7,447 shares; 2025Q2: 7,546 shares; 2025Q3: 7,649 shares; 2025Q4: 7,663 shares; 2026Q1: 6,831 shares; 2026Q2: 6,835 shares 6,835 $3.38M 0.89% +4 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: 4,354 shares; 2024Q4: 4,254 shares; 2025Q1: 4,064 shares; 2025Q2: 11,561 shares; 2025Q3: 11,480 shares; 2025Q4: 11,508 shares; 2026Q1: 8,799 shares; 2026Q2: 8,932 shares 8,932 $3.37M 0.89% +133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,811 shares; 2025Q4: 11,837 shares; 2026Q1: 11,892 shares; 2026Q2: 11,867 shares 11,867 $3.23M 0.85% -25 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,817 shares; 2024Q4: 11,731 shares; 2025Q1: 11,649 shares; 2025Q2: 11,448 shares; 2025Q3: 11,472 shares; 2025Q4: 11,449 shares; 2026Q1: 11,447 shares; 2026Q2: 11,423 shares 11,423 $3.18M 0.83% -24 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: 21,264 shares; 2024Q4: 23,829 shares; 2025Q1: 23,912 shares; 2025Q2: 20,734 shares; 2025Q3: 21,248 shares; 2025Q4: 21,379 shares; 2026Q1: 22,355 shares; 2026Q2: 40,299 shares 40,299 $3.15M 0.83% +17,944 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: 12,682 shares; 2024Q4: 11,587 shares; 2025Q1: 11,588 shares; 2025Q2: 11,583 shares; 2025Q3: 11,494 shares; 2025Q4: 11,341 shares; 2026Q1: 11,322 shares; 2026Q2: 12,110 shares 12,110 $3.05M 0.8% +788 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: 10,075 shares; 2024Q4: 10,027 shares; 2025Q1: 9,817 shares; 2025Q2: 11,076 shares; 2025Q3: 11,049 shares; 2025Q4: 19,208 shares; 2026Q1: 19,629 shares; 2026Q2: 20,743 shares 20,743 $3.04M 0.8% +1,114 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: 10,583 shares; 2024Q4: 10,583 shares; 2025Q1: 10,283 shares; 2025Q2: 10,230 shares; 2025Q3: 8,013 shares; 2025Q4: 7,910 shares; 2026Q1: 7,209 shares; 2026Q2: 7,134 shares 7,134 $3.04M 0.8% -75 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,302 shares; 2024Q4: 15,256 shares; 2025Q1: 14,701 shares; 2025Q2: 14,647 shares; 2025Q3: 14,647 shares; 2025Q4: 14,347 shares; 2026Q1: 14,347 shares; 2026Q2: 13,620 shares 13,620 $2.85M 0.75% -727 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: 7,486 shares; 2024Q4: 7,446 shares; 2025Q1: 7,433 shares; 2025Q2: 7,505 shares; 2025Q3: 7,586 shares; 2025Q4: 7,720 shares; 2026Q1: 7,838 shares; 2026Q2: 7,942 shares 7,942 $2.8M 0.73% +104 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: 9,694 shares; 2024Q4: 9,696 shares; 2025Q1: 9,750 shares; 2025Q2: 9,836 shares; 2025Q3: 10,013 shares; 2025Q4: 10,096 shares; 2026Q1: 10,192 shares; 2026Q2: 10,276 shares 10,276 $2.78M 0.73% +84 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,024 shares; 2024Q4: 8,934 shares; 2025Q1: 8,842 shares; 2025Q2: 8,681 shares; 2025Q3: 8,699 shares; 2025Q4: 8,668 shares; 2026Q1: 8,707 shares; 2026Q2: 8,724 shares 8,724 $2.75M 0.72% +17 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,119 shares; 2026Q1: 12,218 shares; 2026Q2: 12,242 shares 12,242 $2.73M 0.72% +24 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,694 shares; 2024Q4: 9,763 shares; 2025Q1: 9,814 shares; 2025Q2: 10,089 shares; 2025Q3: 13,177 shares; 2025Q4: 12,961 shares; 2026Q1: 13,168 shares; 2026Q2: 17,832 shares 17,832 $2.7M 0.71% +4,664 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: 10,876 shares; 2024Q4: 10,930 shares; 2025Q1: 11,050 shares; 2025Q2: 11,206 shares; 2025Q3: 11,387 shares; 2025Q4: 11,637 shares; 2026Q1: 11,723 shares; 2026Q2: 8,798 shares 8,798 $2.62M 0.69% -2,925 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: 8,208 shares; 2024Q4: 8,186 shares; 2025Q1: 8,166 shares; 2025Q2: 8,225 shares; 2025Q3: 8,373 shares; 2025Q4: 6,620 shares; 2026Q1: 8,716 shares; 2026Q2: 8,753 shares 8,753 $2.57M 0.67% +37 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,810 shares; 2024Q4: 10,810 shares; 2025Q1: 10,742 shares; 2025Q2: 10,702 shares; 2025Q3: 10,702 shares; 2025Q4: 10,902 shares; 2026Q1: 10,897 shares; 2026Q2: 10,701 shares 10,701 $2.55M 0.67% -196 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: 13,571 shares; 2024Q4: 13,571 shares; 2025Q1: 13,281 shares; 2025Q2: 13,281 shares; 2025Q3: 13,281 shares; 2025Q4: 13,632 shares; 2026Q1: 13,672 shares; 2026Q2: 13,711 shares 13,711 $2.53M 0.66% +39 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,353 shares; 2024Q4: 30,625 shares; 2025Q1: 31,069 shares; 2025Q2: 32,343 shares; 2025Q3: 33,432 shares; 2025Q4: 33,703 shares; 2026Q1: 34,427 shares; 2026Q2: 34,672 shares 34,672 $2.51M 0.66% +245 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,275 shares; 2025Q1: 19,511 shares; 2025Q2: 16,358 shares; 2025Q3: 10,999 shares; 2025Q4: 10,929 shares; 2026Q1: 8,065 shares; 2026Q2: 8,123 shares 8,123 $2.27M 0.6% +58 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,107 shares; 2024Q4: 10,227 shares; 2025Q1: 14,143 shares; 2025Q2: 14,306 shares; 2025Q3: 14,597 shares; 2025Q4: 14,786 shares; 2026Q1: 15,162 shares; 2026Q2: 15,327 shares 15,327 $2.02M 0.53% +165 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,620 shares; 2024Q4: 10,562 shares; 2025Q1: 10,708 shares; 2025Q2: 10,780 shares; 2025Q3: 11,051 shares; 2025Q4: 10,355 shares; 2026Q1: 11,693 shares; 2026Q2: 11,886 shares 11,886 $1.94M 0.51% +193 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: 5,580 shares; 2024Q4: 5,580 shares; 2025Q1: 5,527 shares; 2025Q2: 5,527 shares; 2025Q3: 5,527 shares; 2025Q4: 5,527 shares; 2026Q1: 5,527 shares; 2026Q2: 5,527 shares 5,527 $1.87M 0.49% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,569 shares; 2024Q4: 12,517 shares; 2025Q1: 12,382 shares; 2025Q2: 11,680 shares; 2025Q3: 11,820 shares; 2025Q4: 11,417 shares; 2026Q1: 11,706 shares; 2026Q2: 11,377 shares 11,377 $1.8M 0.47% -329 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,624 shares; 2024Q4: 30,321 shares; 2025Q1: 30,375 shares; 2025Q2: 30,334 shares; 2025Q3: 31,319 shares; 2025Q4: 34,311 shares; 2026Q1: 33,945 shares; 2026Q2: 34,774 shares 34,774 $1.44M 0.38% +829 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: 8,570 shares; 2024Q4: 8,570 shares; 2025Q1: 8,370 shares; 2025Q2: 8,370 shares; 2025Q3: 8,370 shares; 2025Q4: 8,370 shares; 2026Q1: 8,370 shares; 2026Q2: 8,271 shares 8,271 $1.3M 0.34% -99 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: 5,751 shares 5,751 $1.29M 0.34% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,752 shares 5,752 $1.27M 0.33% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,241 shares; 2026Q1: 1,241 shares; 2026Q2: 1,241 shares 1,241 $1.26M 0.33% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,692 shares; 2024Q4: 21,655 shares; 2025Q1: 20,529 shares; 2025Q2: 19,103 shares; 2025Q3: 18,698 shares; 2025Q4: 17,611 shares; 2026Q1: 16,021 shares; 2026Q2: 15,856 shares 15,856 $1.19M 0.31% -165 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: 4,990 shares; 2024Q4: 4,920 shares; 2025Q1: 6,000 shares; 2025Q2: 6,125 shares; 2025Q3: 6,083 shares; 2025Q4: 5,876 shares; 2026Q1: 5,873 shares; 2026Q2: 5,873 shares 5,873 $1.18M 0.31% 0 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: 15,535 shares; 2024Q4: 15,535 shares; 2025Q1: 15,435 shares; 2025Q2: 15,435 shares; 2025Q3: 15,246 shares; 2025Q4: 15,246 shares; 2026Q1: 15,246 shares; 2026Q2: 14,960 shares 14,960 $1.13M 0.3% -286 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,561 shares; 2025Q3: 5,561 shares; 2025Q4: 5,561 shares; 2026Q1: 5,561 shares; 2026Q2: 5,561 shares 5,561 $1.12M 0.29% 0 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: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,409 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares; 2026Q2: 2,204 shares 2,204 $1.1M 0.29% +815 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: 8,840 shares; 2024Q4: 2,594 shares; 2025Q1: 2,603 shares; 2025Q2: 2,664 shares; 2025Q3: 2,666 shares; 2025Q4: 3,120 shares; 2026Q1: 2,603 shares; 2026Q2: 2,974 shares 2,974 $1.08M 0.28% +371 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: 24,544 shares; 2024Q4: 26,603 shares; 2025Q1: 26,758 shares; 2025Q2: 8,008 shares; 2025Q3: 7,801 shares; 2025Q4: 8,536 shares; 2026Q1: 8,561 shares; 2026Q2: 8,353 shares 8,353 $1.07M 0.28% -208 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,378 shares; 2025Q2: 2,381 shares; 2025Q3: 2,080 shares; 2025Q4: 2,079 shares; 2026Q1: 2,079 shares; 2026Q2: 2,077 shares 2,077 $1.07M 0.28% -2 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,995 shares; 2024Q4: 6,032 shares; 2025Q1: 6,111 shares; 2025Q2: 6,310 shares; 2025Q3: 9,383 shares; 2025Q4: 7,519 shares; 2026Q1: 8,800 shares; 2026Q2: 8,296 shares 8,296 $1.03M 0.27% -504 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,392 shares; 2024Q4: 3,344 shares; 2025Q1: 3,324 shares; 2025Q2: 3,098 shares; 2025Q3: 3,100 shares; 2025Q4: 3,067 shares; 2026Q1: 3,037 shares; 2026Q2: 3,037 shares 3,037 $955K 0.25% 0 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,471 shares; 2024Q4: 44,463 shares; 2025Q1: 44,323 shares; 2025Q2: 42,923 shares; 2025Q3: 43,297 shares; 2025Q4: 42,219 shares; 2026Q1: 44,267 shares; 2026Q2: 44,908 shares 44,908 $946K 0.25% +641 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: 11,497 shares; 2024Q4: 11,497 shares; 2025Q1: 10,637 shares; 2025Q2: 10,637 shares; 2025Q3: 10,637 shares; 2025Q4: 10,637 shares; 2026Q1: 10,637 shares; 2026Q2: 10,144 shares 10,144 $936K 0.25% -493 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,651 shares; 2025Q2: 1,665 shares; 2025Q3: 1,673 shares; 2025Q4: 1,722 shares; 2026Q1: 1,771 shares; 2026Q2: 1,808 shares 1,808 $921K 0.24% +37 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; 2024Q3: 10,323 shares; 2024Q4: 10,323 shares; 2025Q1: 10,323 shares; 2025Q2: 10,373 shares; 2025Q3: 9,404 shares; 2025Q4: 9,404 shares; 2026Q1: 9,404 shares; 2026Q2: 9,399 shares 9,399 $911K 0.24% -5 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,157 shares; 2024Q4: 15,039 shares; 2025Q1: 14,548 shares; 2025Q2: 14,415 shares; 2025Q3: 14,326 shares; 2025Q4: 16,157 shares; 2026Q1: 16,564 shares; 2026Q2: 16,474 shares 16,474 $886K 0.23% -90 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,185 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,161 shares 1,161 $867K 0.23% -27 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: 19,112 shares; 2024Q4: 4,207 shares; 2025Q1: 4,415 shares; 2025Q2: 4,637 shares; 2025Q3: 4,688 shares; 2025Q4: 5,106 shares; 2026Q1: 5,105 shares; 2026Q2: 8,017 shares 8,017 $862K 0.23% +2,912 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: 2,757 shares; 2024Q4: 2,757 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares; 2026Q2: 2,698 shares 2,698 $845K 0.22% 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; 2024Q3: 2,322 shares; 2024Q4: 3,031 shares; 2025Q1: 3,544 shares; 2025Q2: 4,023 shares; 2025Q3: 4,181 shares; 2025Q4: 4,682 shares; 2026Q1: 4,944 shares; 2026Q2: 4,981 shares 4,981 $826K 0.22% +37 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: 1,700 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 2,170 shares; 2026Q2: 2,170 shares 2,170 $803K 0.21% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $792K 0.21% 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: 900 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $790K 0.21% 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; 2024Q3: 6,077 shares; 2024Q4: 9,937 shares; 2025Q1: 13,230 shares; 2025Q2: 13,145 shares; 2025Q3: 12,304 shares; 2025Q4: 11,803 shares; 2026Q1: 11,814 shares; 2026Q2: 11,898 shares 11,898 $686K 0.18% +84 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,975 shares; 2025Q4: 4,988 shares; 2026Q1: 7,997 shares; 2026Q2: 8,262 shares 8,262 $678K 0.18% +265 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,608 shares; 2024Q4: 9,597 shares; 2025Q1: 9,603 shares; 2025Q2: 9,579 shares; 2025Q3: 9,585 shares; 2025Q4: 9,746 shares; 2026Q1: 9,653 shares; 2026Q2: 9,158 shares 9,158 $659K 0.17% -495 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: 23,774 shares; 2024Q4: 15,629 shares; 2025Q1: 25,148 shares; 2025Q2: 26,312 shares; 2025Q3: 26,437 shares; 2025Q4: 22,830 shares; 2026Q1: 27,430 shares; 2026Q2: 27,196 shares 27,196 $655K 0.17% -234 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,798 shares; 2024Q4: 5,798 shares; 2025Q1: 5,798 shares; 2025Q2: 5,824 shares; 2025Q3: 5,824 shares; 2025Q4: 5,224 shares; 2026Q1: 5,238 shares; 2026Q2: 4,738 shares 4,738 $648K 0.17% -500 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 1,317 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $596K 0.16% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472 shares; 2026Q2: 462 shares 462 $543K 0.14% -10 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,289 shares; 2025Q3: 2,293 shares; 2025Q4: 2,293 shares; 2026Q1: 2,293 shares; 2026Q2: 2,291 shares 2,291 $505K 0.13% -2 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,882 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,922 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,859 shares; 2026Q2: 1,854 shares 1,854 $501K 0.13% -5 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: 4,050 shares; 2024Q4: 3,640 shares; 2025Q1: 3,640 shares; 2025Q2: 3,666 shares; 2025Q3: 3,161 shares; 2025Q4: 3,051 shares; 2026Q1: 3,201 shares; 2026Q2: 3,201 shares 3,201 $469K 0.12% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,785 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 4,035 shares; 2026Q1: 4,035 shares; 2026Q2: 4,035 shares 4,035 $459K 0.12% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,790 shares; 2025Q3: 2,767 shares; 2025Q4: 2,767 shares; 2026Q1: 2,696 shares; 2026Q2: 2,696 shares 2,696 $456K 0.12% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,236 shares; 2024Q4: 11,236 shares; 2025Q1: 11,080 shares; 2025Q2: 11,080 shares; 2025Q3: 11,080 shares; 2025Q4: 11,080 shares; 2026Q1: 11,080 shares; 2026Q2: 11,080 shares 11,080 $432K 0.11% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: 3,047 shares; 2025Q2: 4,138 shares; 2025Q3: 4,134 shares; 2025Q4: 3,955 shares; 2026Q1: 3,997 shares; 2026Q2: 5,182 shares 5,182 $428K 0.11% +1,185 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: 1,490 shares; 2024Q4: 1,330 shares; 2025Q1: not reported; 2025Q2: 1,462 shares; 2025Q3: 1,512 shares; 2025Q4: 1,402 shares; 2026Q1: 1,347 shares; 2026Q2: 1,157 shares 1,157 $413K 0.11% -190 Timeline GMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: 4,300 shares; 2026Q2: 4,000 shares 4,000 $401K 0.11% -300 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,547 shares; 2024Q4: 6,047 shares; 2025Q1: 6,047 shares; 2025Q2: 6,047 shares; 2025Q3: 6,017 shares; 2025Q4: 6,017 shares; 2026Q1: 5,570 shares; 2026Q2: 4,070 shares 4,070 $400K 0.1% -1,500 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,649 shares; 2025Q3: 2,588 shares; 2025Q4: 2,530 shares; 2026Q1: 1,935 shares; 2026Q2: 1,755 shares 1,755 $382K 0.1% -180 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,435 shares; 2025Q4: 4,696 shares; 2026Q1: 4,288 shares; 2026Q2: 4,344 shares 4,344 $378K 0.1% +56 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: 7,225 shares; 2024Q4: 7,075 shares; 2025Q1: 6,775 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares; 2025Q4: 6,625 shares; 2026Q1: 6,625 shares; 2026Q2: 6,625 shares 6,625 $377K 0.1% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 3,858 shares; 2025Q1: 3,748 shares; 2025Q2: 3,390 shares; 2025Q3: 3,396 shares; 2025Q4: 3,396 shares; 2026Q1: 3,396 shares; 2026Q2: 3,096 shares 3,096 $363K 0.1% -300 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,311 shares; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,211 shares; 2025Q3: 4,211 shares; 2025Q4: 4,211 shares; 2026Q1: 4,211 shares; 2026Q2: 4,211 shares 4,211 $352K 0.09% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,108 shares; 2025Q3: 7,308 shares; 2025Q4: 7,308 shares; 2026Q1: 6,908 shares; 2026Q2: 6,808 shares 6,808 $344K 0.09% -100 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,084 shares; 2025Q2: 1,110 shares; 2025Q3: 1,123 shares; 2025Q4: 1,126 shares; 2026Q1: 1,137 shares; 2026Q2: 1,131 shares 1,131 $343K 0.09% -6 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 2,143 shares; 2025Q3: 2,143 shares; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares; 2026Q2: 2,143 shares 2,143 $343K 0.09% 0 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: 3,600 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares; 2026Q2: 10,800 shares 10,800 $342K 0.09% 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; 2024Q3: 27,215 shares; 2024Q4: 22,488 shares; 2025Q1: 25,438 shares; 2025Q2: 26,153 shares; 2025Q3: 27,209 shares; 2025Q4: 6,638 shares; 2026Q1: 5,806 shares; 2026Q2: 5,888 shares 5,888 $341K 0.09% +82 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,092 shares; 2024Q4: 2,092 shares; 2025Q1: 2,076 shares; 2025Q2: 1,946 shares; 2025Q3: 1,896 shares; 2025Q4: 1,555 shares; 2026Q1: 1,487 shares; 2026Q2: 1,494 shares 1,494 $339K 0.09% +7 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 1,725 shares; 2026Q2: 1,725 shares 1,725 $327K 0.09% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,794 shares; 2025Q1: 1,522 shares; 2025Q2: 1,445 shares; 2025Q3: 1,456 shares; 2025Q4: 1,354 shares; 2026Q1: 1,364 shares; 2026Q2: 1,337 shares 1,337 $319K 0.08% -27 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,608 shares; 2024Q4: 4,608 shares; 2025Q1: 4,410 shares; 2025Q2: 3,908 shares; 2025Q3: 2,790 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares; 2026Q2: 2,710 shares 2,710 $311K 0.08% 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; 2024Q3: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $308K 0.08% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 624 shares; 2025Q4: 1,790 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $301K 0.08% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $296K 0.08% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,264 shares 2,264 $296K 0.08% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,028 shares; 2024Q4: 2,992 shares; 2025Q1: 2,842 shares; 2025Q2: 2,725 shares; 2025Q3: 2,746 shares; 2025Q4: 2,968 shares; 2026Q1: 2,903 shares; 2026Q2: 2,951 shares 2,951 $290K 0.08% +48 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,308 shares; 2024Q4: 4,345 shares; 2025Q1: 4,403 shares; 2025Q2: 8,347 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 654 shares 654 $272K 0.07% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 248 shares 248 $264K 0.07% new 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: 2,610 shares; 2024Q4: 2,273 shares; 2025Q1: 2,218 shares; 2025Q2: 2,209 shares; 2025Q3: 2,108 shares; 2025Q4: 1,642 shares; 2026Q1: 1,639 shares; 2026Q2: 1,572 shares 1,572 $255K 0.07% -67 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 435 shares 435 $253K 0.07% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 3,736 shares; 2025Q1: 3,776 shares; 2025Q2: 3,776 shares; 2025Q3: 3,513 shares; 2025Q4: 3,513 shares; 2026Q1: 3,563 shares; 2026Q2: 3,263 shares 3,263 $252K 0.07% -300 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,098 shares; 2024Q4: 1,991 shares; 2025Q1: 2,106 shares; 2025Q2: 2,072 shares; 2025Q3: 2,096 shares; 2025Q4: 2,252 shares; 2026Q1: 2,282 shares; 2026Q2: 2,332 shares 2,332 $252K 0.07% +50 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: not reported; 2025Q4: 662 shares; 2026Q1: not reported; 2026Q2: 662 shares 662 $247K 0.06% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,480 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,426 shares; 2025Q4: 11,602 shares; 2026Q1: 9,543 shares; 2026Q2: 8,914 shares 8,914 $244K 0.06% -629 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: 478 shares; 2024Q4: 478 shares; 2025Q1: 728 shares; 2025Q2: 789 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 751 shares; 2026Q2: 432 shares 432 $243K 0.06% -319 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,400 shares; 2026Q2: 12,400 shares 12,400 $237K 0.06% 0 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: not reported; 2024Q4: 1,307 shares; 2025Q1: 1,637 shares; 2025Q2: 1,637 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 1,337 shares 1,337 $235K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,052 shares; 2025Q2: 1,987 shares; 2025Q3: 1,992 shares; 2025Q4: 1,810 shares; 2026Q1: 1,831 shares; 2026Q2: 1,834 shares 1,834 $232K 0.06% +3 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 988 shares 988 $221K 0.06% new Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: not reported; 2025Q4: not reported; 2026Q1: 4,170 shares; 2026Q2: 4,170 shares 4,170 $216K 0.06% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,831 shares; 2026Q2: 1,864 shares 1,864 $214K 0.06% +33 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,814 shares; 2026Q2: 5,015 shares 5,015 $212K 0.06% +201 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: 1,346 shares 1,346 $203K 0.05% new Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares; 2026Q2: 17,500 shares 17,500 $162K 0.04% -5,000 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $115K 0.03% 0 Timeline