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: 13,718 shares; 2024Q4: 13,430 shares; 2025Q1: 13,208 shares; 2025Q2: 12,619 shares; 2025Q3: 12,478 shares; 2025Q4: 12,204 shares; 2026Q1: 11,449 shares; 2026Q2: 11,244 shares 11,244 $13.5M 5.83% -205 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: 53,030 shares; 2024Q4: 52,299 shares; 2025Q1: 47,891 shares; 2025Q2: 45,129 shares; 2025Q3: 46,060 shares; 2025Q4: 44,039 shares; 2026Q1: 43,222 shares; 2026Q2: 42,674 shares 42,674 $12.3M 5.34% -548 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: 34,602 shares; 2024Q4: 34,694 shares; 2025Q1: 34,046 shares; 2025Q2: 32,161 shares; 2025Q3: 33,097 shares; 2025Q4: 32,114 shares; 2026Q1: 31,839 shares; 2026Q2: 31,735 shares 31,735 $7.56M 3.27% -104 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: 24,112 shares; 2024Q4: 23,441 shares; 2025Q1: 22,061 shares; 2025Q2: 20,575 shares; 2025Q3: 20,125 shares; 2025Q4: 19,229 shares; 2026Q1: 19,004 shares; 2026Q2: 18,735 shares 18,735 $6.99M 3.02% -269 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: 39,110 shares; 2024Q4: 38,721 shares; 2025Q1: 35,429 shares; 2025Q2: 31,939 shares; 2025Q3: 28,915 shares; 2025Q4: 26,439 shares; 2026Q1: 24,842 shares; 2026Q2: 18,394 shares 18,394 $6.95M 3% -6,448 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: 22,021 shares; 2024Q4: 22,013 shares; 2025Q1: 21,013 shares; 2025Q2: 19,560 shares; 2025Q3: 19,560 shares; 2025Q4: 18,560 shares; 2026Q1: 18,383 shares; 2026Q2: 18,270 shares 18,270 $6.46M 2.79% -113 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,977 shares; 2024Q4: 210,295 shares; 2025Q1: 206,823 shares; 2025Q2: 204,660 shares; 2025Q3: 188,308 shares; 2025Q4: 91,791 shares; 2026Q1: 91,041 shares; 2026Q2: 90,401 shares 90,401 $6M 2.59% -640 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: 20,363 shares; 2024Q4: 20,094 shares; 2025Q1: 20,044 shares; 2025Q2: 19,637 shares; 2025Q3: 20,173 shares; 2025Q4: 19,450 shares; 2026Q1: 19,288 shares; 2026Q2: 19,251 shares 19,251 $4.89M 2.11% -37 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: 22,274 shares; 2024Q4: 22,110 shares; 2025Q1: 21,775 shares; 2025Q2: 19,899 shares; 2025Q3: 19,768 shares; 2025Q4: 18,781 shares; 2026Q1: 18,560 shares; 2026Q2: 18,482 shares 18,482 $4.65M 2.01% -78 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: 36,650 shares; 2024Q4: 36,434 shares; 2025Q1: 36,484 shares; 2025Q2: 36,113 shares; 2025Q3: 36,781 shares; 2025Q4: 35,644 shares; 2026Q1: 34,265 shares; 2026Q2: 33,777 shares 33,777 $4.62M 2% -488 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: 16,770 shares; 2024Q4: 16,613 shares; 2025Q1: 16,353 shares; 2025Q2: 14,649 shares; 2025Q3: 14,597 shares; 2025Q4: 14,123 shares; 2026Q1: 13,891 shares; 2026Q2: 13,808 shares 13,808 $4.52M 1.95% -83 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: 17,799 shares; 2024Q4: 17,746 shares; 2025Q1: 17,746 shares; 2025Q2: 17,116 shares; 2025Q3: 17,044 shares; 2025Q4: 16,758 shares; 2026Q1: 16,664 shares; 2026Q2: 16,626 shares 16,626 $4.49M 1.94% -38 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: 14,939 shares; 2024Q4: 14,929 shares; 2025Q1: 14,959 shares; 2025Q2: 13,632 shares; 2025Q3: 14,528 shares; 2025Q4: 13,547 shares; 2026Q1: 13,296 shares; 2026Q2: 11,981 shares 11,981 $4.28M 1.85% -1,315 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: 31,161 shares; 2024Q4: 30,519 shares; 2025Q1: 30,492 shares; 2025Q2: 29,206 shares; 2025Q3: 29,877 shares; 2025Q4: 28,924 shares; 2026Q1: 28,133 shares; 2026Q2: 27,911 shares 27,911 $4.09M 1.77% -222 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,500 shares 13,500 $4.02M 1.74% new 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: 39,945 shares; 2024Q4: 39,652 shares; 2025Q1: 38,652 shares; 2025Q2: 35,916 shares; 2025Q3: 35,550 shares; 2025Q4: 33,138 shares; 2026Q1: 32,595 shares; 2026Q2: 32,506 shares 32,506 $3.82M 1.65% -89 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,236 shares; 2026Q2: 3,000 shares 3,000 $3.46M 1.5% -1,236 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,509 shares; 2024Q4: 9,506 shares; 2025Q1: 31,470 shares; 2025Q2: 31,203 shares; 2025Q3: 32,773 shares; 2025Q4: 30,238 shares; 2026Q1: 31,308 shares; 2026Q2: 31,808 shares 31,808 $3.3M 1.43% +500 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,582 shares; 2024Q4: 36,829 shares; 2025Q1: 35,953 shares; 2025Q2: 70,094 shares; 2025Q3: 68,499 shares; 2025Q4: 66,915 shares; 2026Q1: 66,192 shares; 2026Q2: 65,058 shares 65,058 $3.12M 1.35% -1,134 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: 11,733 shares; 2024Q4: 11,274 shares; 2025Q1: 10,931 shares; 2025Q2: 9,879 shares; 2025Q3: 10,373 shares; 2025Q4: 9,574 shares; 2026Q1: 9,189 shares; 2026Q2: 9,102 shares 9,102 $3.08M 1.33% -87 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: 7,131 shares; 2024Q4: 6,949 shares; 2025Q1: 6,417 shares; 2025Q2: 6,080 shares; 2025Q3: 6,256 shares; 2025Q4: 6,068 shares; 2026Q1: 5,970 shares; 2026Q2: 5,976 shares 5,976 $3.07M 1.33% +6 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: 9,218 shares; 2024Q4: 9,105 shares; 2025Q1: 9,105 shares; 2025Q2: 8,026 shares; 2025Q3: 8,019 shares; 2025Q4: 7,973 shares; 2026Q1: 7,764 shares; 2026Q2: 7,636 shares 7,636 $3.03M 1.31% -128 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: 6,820 shares; 2024Q4: 6,820 shares; 2025Q1: 6,711 shares; 2025Q2: 6,120 shares; 2025Q3: 6,241 shares; 2025Q4: 6,062 shares; 2026Q1: 5,951 shares; 2026Q2: 5,928 shares 5,928 $2.97M 1.28% -23 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: 22,757 shares; 2024Q4: 22,556 shares; 2025Q1: 22,656 shares; 2025Q2: 22,778 shares; 2025Q3: 22,778 shares; 2025Q4: 22,378 shares; 2026Q1: 22,233 shares; 2026Q2: 22,170 shares 22,170 $2.85M 1.23% -63 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: 10,376 shares; 2024Q4: 10,358 shares; 2025Q1: 10,443 shares; 2025Q2: 7,852 shares; 2025Q3: 9,271 shares; 2025Q4: 8,724 shares; 2026Q1: 8,993 shares; 2026Q2: 9,234 shares 9,234 $2.8M 1.21% +241 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: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 4,103 shares; 2025Q2: 4,276 shares; 2025Q3: 9,264 shares; 2025Q4: 8,584 shares; 2026Q1: 8,571 shares; 2026Q2: 34,541 shares 34,541 $2.78M 1.2% +25,970 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: 16,760 shares; 2024Q4: 16,754 shares; 2025Q1: 16,749 shares; 2025Q2: 16,572 shares; 2025Q3: 16,927 shares; 2025Q4: 16,214 shares; 2026Q1: 16,155 shares; 2026Q2: 16,151 shares 16,151 $2.68M 1.16% -4 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: 4,091 shares; 2024Q4: 4,011 shares; 2025Q1: 3,931 shares; 2025Q2: 2,939 shares; 2025Q3: 2,768 shares; 2025Q4: 2,625 shares; 2026Q1: 2,575 shares; 2026Q2: 2,533 shares 2,533 $2.56M 1.11% -42 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: 19,616 shares; 2024Q4: 19,573 shares; 2025Q1: 19,648 shares; 2025Q2: 18,724 shares; 2025Q3: 18,620 shares; 2025Q4: 17,965 shares; 2026Q1: 17,743 shares; 2026Q2: 17,827 shares 17,827 $2.55M 1.1% +84 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,185 shares; 2025Q3: 34,149 shares; 2025Q4: 34,149 shares; 2026Q1: 33,963 shares; 2026Q2: 33,737 shares 33,737 $2.55M 1.1% -226 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: 4,983 shares; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 3,398 shares; 2025Q3: 3,974 shares; 2025Q4: 3,677 shares; 2026Q1: 3,643 shares; 2026Q2: 3,480 shares 3,480 $2.52M 1.09% -163 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: 2,918 shares; 2024Q4: 2,908 shares; 2025Q1: 2,800 shares; 2025Q2: 2,202 shares; 2025Q3: 2,257 shares; 2025Q4: 2,157 shares; 2026Q1: 2,125 shares; 2026Q2: 2,012 shares 2,012 $2.14M 0.93% -113 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 30,710 shares; 2025Q4: 30,710 shares; 2026Q1: 30,648 shares; 2026Q2: 29,930 shares 29,930 $2.13M 0.92% -718 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: 26,822 shares; 2024Q4: 26,822 shares; 2025Q1: 26,692 shares; 2025Q2: 26,092 shares; 2025Q3: 24,540 shares; 2025Q4: 22,140 shares; 2026Q1: 22,144 shares; 2026Q2: 21,544 shares 21,544 $1.89M 0.82% -600 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: 12,179 shares; 2024Q4: 12,083 shares; 2025Q1: 11,968 shares; 2025Q2: 9,237 shares; 2025Q3: 9,188 shares; 2025Q4: 8,301 shares; 2026Q1: 9,713 shares; 2026Q2: 9,550 shares 9,550 $1.76M 0.76% -163 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: 12,712 shares; 2024Q4: 12,995 shares; 2025Q1: 13,495 shares; 2025Q2: 12,951 shares; 2025Q3: 12,492 shares; 2025Q4: 12,437 shares; 2026Q1: 12,094 shares; 2026Q2: 11,816 shares 11,816 $1.73M 0.75% -278 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,588 shares; 2024Q4: 19,551 shares; 2025Q1: 19,251 shares; 2025Q2: 18,102 shares; 2025Q3: 18,102 shares; 2025Q4: 17,996 shares; 2026Q1: 18,014 shares; 2026Q2: 17,933 shares 17,933 $1.72M 0.74% -81 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: 7,187 shares; 2024Q4: 7,177 shares; 2025Q1: 7,097 shares; 2025Q2: 5,935 shares; 2025Q3: 5,923 shares; 2025Q4: 5,826 shares; 2026Q1: 5,803 shares; 2026Q2: 5,781 shares 5,781 $1.69M 0.73% -22 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: 5,976 shares; 2024Q4: 5,901 shares; 2025Q1: 5,926 shares; 2025Q2: 4,822 shares; 2025Q3: 5,130 shares; 2025Q4: 4,916 shares; 2026Q1: 4,781 shares; 2026Q2: 4,801 shares 4,801 $1.69M 0.73% +20 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: 8,037 shares; 2024Q4: 7,987 shares; 2025Q1: 7,987 shares; 2025Q2: 7,981 shares; 2025Q3: 7,721 shares; 2025Q4: 7,671 shares; 2026Q1: 7,321 shares; 2026Q2: 6,629 shares 6,629 $1.63M 0.71% -692 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: 4,800 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,079 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares; 2026Q1: 4,400 shares; 2026Q2: 4,453 shares 4,453 $1.61M 0.7% +53 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: 10,835 shares; 2024Q4: 10,815 shares; 2025Q1: 10,315 shares; 2025Q2: 8,787 shares; 2025Q3: 8,465 shares; 2025Q4: 7,825 shares; 2026Q1: 7,656 shares; 2026Q2: 7,691 shares 7,691 $1.61M 0.69% +35 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: 21,588 shares; 2024Q4: 20,651 shares; 2025Q1: 20,651 shares; 2025Q2: 20,651 shares; 2025Q3: 20,497 shares; 2025Q4: 20,196 shares; 2026Q1: 19,721 shares; 2026Q2: 19,556 shares 19,556 $1.59M 0.69% -165 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: 31,145 shares; 2024Q4: 30,593 shares; 2025Q1: 30,553 shares; 2025Q2: 29,771 shares; 2025Q3: 29,419 shares; 2025Q4: 29,419 shares; 2026Q1: 29,092 shares; 2026Q2: 29,004 shares 29,004 $1.57M 0.68% -88 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: 3,260 shares; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 2,468 shares; 2025Q3: 2,539 shares; 2025Q4: 2,489 shares; 2026Q1: 2,482 shares; 2026Q2: 2,449 shares 2,449 $1.55M 0.67% -33 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: 20,481 shares; 2024Q4: 20,226 shares; 2025Q1: 20,151 shares; 2025Q2: 20,151 shares; 2025Q3: 19,872 shares; 2025Q4: 18,952 shares; 2026Q1: 25,678 shares; 2026Q2: 26,066 shares 26,066 $1.5M 0.65% +388 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: 43,005 shares; 2024Q4: 42,478 shares; 2025Q1: 42,478 shares; 2025Q2: 39,467 shares; 2025Q3: 39,279 shares; 2025Q4: 37,165 shares; 2026Q1: 36,134 shares; 2026Q2: 35,190 shares 35,190 $1.49M 0.64% -944 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,192 shares; 2024Q4: 20,187 shares; 2025Q1: 20,287 shares; 2025Q2: 16,687 shares; 2025Q3: 17,483 shares; 2025Q4: 32,640 shares; 2026Q1: 31,905 shares; 2026Q2: 31,982 shares 31,982 $1.45M 0.63% +77 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: 8,893 shares; 2024Q4: 8,566 shares; 2025Q1: 8,594 shares; 2025Q2: 6,233 shares; 2025Q3: 6,415 shares; 2025Q4: 6,403 shares; 2026Q1: 6,468 shares; 2026Q2: 6,480 shares 6,480 $1.4M 0.61% +12 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: 6,784 shares; 2024Q4: 6,774 shares; 2025Q1: 6,774 shares; 2025Q2: 6,774 shares; 2025Q3: 6,774 shares; 2025Q4: 6,774 shares; 2026Q1: 6,745 shares; 2026Q2: 6,745 shares 6,745 $1.28M 0.55% 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: 1,836 shares; 2024Q4: 1,769 shares; 2025Q1: 1,779 shares; 2025Q2: 1,799 shares; 2025Q3: 1,797 shares; 2025Q4: 1,792 shares; 2026Q1: 1,778 shares; 2026Q2: 1,700 shares 1,700 $1.17M 0.5% -78 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 363 shares 363 $1.16M 0.5% 0 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: 3,474 shares; 2024Q4: 3,347 shares; 2025Q1: 3,032 shares; 2025Q2: 2,391 shares; 2025Q3: 2,447 shares; 2025Q4: 2,258 shares; 2026Q1: 2,176 shares; 2026Q2: 2,058 shares 2,058 $1.16M 0.5% -118 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: 9,378 shares; 2024Q4: 9,335 shares; 2025Q1: 9,319 shares; 2025Q2: 9,312 shares; 2025Q3: 9,311 shares; 2025Q4: 9,265 shares; 2026Q1: 9,199 shares; 2026Q2: 9,156 shares 9,156 $1.16M 0.5% -43 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,245 shares; 2024Q4: 23,213 shares; 2025Q1: 23,223 shares; 2025Q2: 13,223 shares; 2025Q3: 13,223 shares; 2025Q4: 13,223 shares; 2026Q1: 13,413 shares; 2026Q2: 13,259 shares 13,259 $1.13M 0.49% -154 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164 shares; 2024Q4: 2,168 shares; 2025Q1: 2,635 shares; 2025Q2: 2,187 shares; 2025Q3: 17,659 shares; 2025Q4: 17,945 shares; 2026Q1: 18,508 shares; 2026Q2: 18,930 shares 18,930 $1.13M 0.49% +422 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,953 shares; 2024Q4: 13,911 shares; 2025Q1: 13,911 shares; 2025Q2: 12,505 shares; 2025Q3: 12,388 shares; 2025Q4: 11,510 shares; 2026Q1: 11,316 shares; 2026Q2: 11,508 shares 11,508 $1.11M 0.48% +192 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: 16,458 shares; 2024Q4: 15,946 shares; 2025Q1: 14,736 shares; 2025Q2: 8,990 shares; 2025Q3: 10,263 shares; 2025Q4: 9,990 shares; 2026Q1: 9,940 shares; 2026Q2: 9,791 shares 9,791 $1.11M 0.48% -149 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,937 shares; 2024Q4: 57,937 shares; 2025Q1: 57,937 shares; 2025Q2: 57,937 shares; 2025Q3: 57,937 shares; 2025Q4: 57,937 shares; 2026Q1: 57,937 shares; 2026Q2: 57,937 shares 57,937 $1.1M 0.48% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: 1,222 shares; 2025Q3: 1,213 shares; 2025Q4: 1,153 shares; 2026Q1: 1,143 shares; 2026Q2: 1,143 shares 1,143 $1.1M 0.47% 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; 2024Q3: 11,342 shares; 2024Q4: 10,267 shares; 2025Q1: 10,267 shares; 2025Q2: 9,062 shares; 2025Q3: 8,966 shares; 2025Q4: 8,091 shares; 2026Q1: 7,916 shares; 2026Q2: 8,008 shares 8,008 $1.08M 0.47% +92 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: 13,538 shares; 2024Q4: 13,238 shares; 2025Q1: 13,138 shares; 2025Q2: 12,546 shares; 2025Q3: 12,367 shares; 2025Q4: 11,862 shares; 2026Q1: 11,723 shares; 2026Q2: 11,660 shares 11,660 $1.06M 0.46% -63 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,615 shares; 2024Q4: 19,582 shares; 2025Q1: 19,482 shares; 2025Q2: 18,609 shares; 2025Q3: 17,930 shares; 2025Q4: 16,279 shares; 2026Q1: 15,879 shares; 2026Q2: 15,386 shares 15,386 $1.05M 0.45% -493 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: not reported; 2025Q1: 410 shares; 2025Q2: 525 shares; 2025Q3: 582 shares; 2025Q4: 528 shares; 2026Q1: 522 shares; 2026Q2: 515 shares 515 $1.02M 0.44% -7 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: 4,287 shares; 2024Q4: 4,219 shares; 2025Q1: 4,099 shares; 2025Q2: 4,084 shares; 2025Q3: 4,059 shares; 2025Q4: 4,043 shares; 2026Q1: 3,593 shares; 2026Q2: 3,543 shares 3,543 $996K 0.43% -50 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: 46,084 shares; 2024Q4: 43,732 shares; 2025Q1: 42,632 shares; 2025Q2: 40,364 shares; 2025Q3: 40,195 shares; 2025Q4: 37,445 shares; 2026Q1: 36,948 shares; 2026Q2: 36,641 shares 36,641 $882K 0.38% -307 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: 3,764 shares; 2024Q4: 3,686 shares; 2025Q1: 3,321 shares; 2025Q2: 826 shares; 2025Q3: 1,414 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares; 2026Q2: 1,173 shares 1,173 $878K 0.38% -150 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,665 shares; 2024Q4: 8,652 shares; 2025Q1: 8,752 shares; 2025Q2: 8,252 shares; 2025Q3: 9,288 shares; 2025Q4: 17,638 shares; 2026Q1: 17,175 shares; 2026Q2: 17,252 shares 17,252 $877K 0.38% +77 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: 2,287 shares; 2024Q4: 2,272 shares; 2025Q1: 2,272 shares; 2025Q2: 1,891 shares; 2025Q3: 1,865 shares; 2025Q4: 1,757 shares; 2026Q1: 1,727 shares; 2026Q2: 1,707 shares 1,707 $870K 0.38% -20 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: 12,374 shares; 2024Q4: 12,350 shares; 2025Q1: 12,350 shares; 2025Q2: 11,739 shares; 2025Q3: 11,269 shares; 2025Q4: 10,618 shares; 2026Q1: 10,388 shares; 2026Q2: 10,252 shares 10,252 $847K 0.37% -136 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: 17,454 shares; 2024Q4: 16,584 shares; 2025Q1: 16,584 shares; 2025Q2: 15,284 shares; 2025Q3: 15,284 shares; 2025Q4: 14,684 shares; 2026Q1: 14,662 shares; 2026Q2: 14,539 shares 14,539 $841K 0.36% -123 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: 3,182 shares; 2024Q4: 2,828 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares; 2026Q1: 3,056 shares; 2026Q2: 3,056 shares 3,056 $831K 0.36% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,481 shares; 2024Q4: 14,404 shares; 2025Q1: 13,705 shares; 2025Q2: 7,783 shares; 2025Q3: 7,779 shares; 2025Q4: 7,779 shares; 2026Q1: 7,570 shares; 2026Q2: 7,570 shares 7,570 $811K 0.35% 0 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: 4,619 shares; 2024Q4: 4,619 shares; 2025Q1: 4,619 shares; 2025Q2: 4,619 shares; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares; 2026Q1: 4,589 shares; 2026Q2: 4,464 shares 4,464 $808K 0.35% -125 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,354 shares; 2024Q4: 22,314 shares; 2025Q1: 22,214 shares; 2025Q2: 21,964 shares; 2025Q3: 21,528 shares; 2025Q4: 21,609 shares; 2026Q1: 21,184 shares; 2026Q2: 21,109 shares 21,109 $767K 0.33% -75 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: 10,269 shares; 2024Q4: 10,267 shares; 2025Q1: 10,267 shares; 2025Q2: 7,121 shares; 2025Q3: 7,115 shares; 2025Q4: 14,230 shares; 2026Q1: 14,219 shares; 2026Q2: 14,219 shares 14,219 $755K 0.33% 0 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: 3,033 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 2,733 shares; 2025Q3: 2,698 shares; 2025Q4: 2,415 shares; 2026Q1: 2,363 shares; 2026Q2: 2,357 shares 2,357 $741K 0.32% -6 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $740K 0.32% 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: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,075 shares; 2026Q1: 4,075 shares; 2026Q2: 4,075 shares 4,075 $689K 0.3% 0 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: 3,159 shares; 2024Q4: 3,144 shares; 2025Q1: 3,144 shares; 2025Q2: 3,144 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares; 2026Q1: 3,117 shares; 2026Q2: 3,117 shares 3,117 $679K 0.29% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,775 shares; 2026Q2: 1,738 shares 1,738 $650K 0.28% -37 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: 6,236 shares; 2024Q4: 6,236 shares; 2025Q1: 5,836 shares; 2025Q2: 5,548 shares; 2025Q3: 5,148 shares; 2025Q4: 4,648 shares; 2026Q1: 4,648 shares; 2026Q2: 4,648 shares 4,648 $649K 0.28% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 783 shares; 2025Q1: 1,350 shares; 2025Q2: 2,625 shares; 2025Q3: 4,757 shares; 2025Q4: 3,475 shares; 2026Q1: 3,502 shares; 2026Q2: 3,197 shares 3,197 $640K 0.28% -305 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: 1,421 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,271 shares; 2026Q1: 1,223 shares; 2026Q2: 7,338 shares 7,338 $632K 0.27% +6,115 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: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 774 shares; 2025Q3: 763 shares; 2025Q4: 679 shares; 2026Q1: 667 shares; 2026Q2: 658 shares 658 $616K 0.27% -9 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,376 shares; 2024Q4: 34,341 shares; 2025Q1: 12,096 shares; 2025Q2: 8,211 shares; 2025Q3: 7,707 shares; 2025Q4: 6,903 shares; 2026Q1: 6,885 shares; 2026Q2: 6,645 shares 6,645 $606K 0.26% -240 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 1,400 shares; 2025Q3: 1,850 shares; 2025Q4: 1,603 shares; 2026Q1: 1,595 shares; 2026Q2: 1,449 shares 1,449 $548K 0.24% -146 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: 2,504 shares; 2024Q4: 2,504 shares; 2025Q1: 2,519 shares; 2025Q2: 1,920 shares; 2025Q3: 1,878 shares; 2025Q4: 1,664 shares; 2026Q1: 1,621 shares; 2026Q2: 1,596 shares 1,596 $548K 0.24% -25 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: 2,713 shares; 2024Q4: 2,713 shares; 2025Q1: 2,763 shares; 2025Q2: 2,450 shares; 2025Q3: 2,441 shares; 2025Q4: 2,391 shares; 2026Q1: 2,391 shares; 2026Q2: 2,314 shares 2,314 $510K 0.22% -77 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 938 shares; 2025Q4: 940 shares; 2026Q1: 1,358 shares; 2026Q2: 1,468 shares 1,468 $501K 0.22% +110 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,595 shares; 2024Q4: 4,592 shares; 2025Q1: 4,592 shares; 2025Q2: 4,187 shares; 2025Q3: 4,177 shares; 2025Q4: 4,154 shares; 2026Q1: 4,131 shares; 2026Q2: 4,107 shares 4,107 $485K 0.21% -24 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: 3,140 shares; 2026Q1: 3,012 shares; 2026Q2: 2,938 shares 2,938 $480K 0.21% -74 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: 3,869 shares; 2024Q4: 3,869 shares; 2025Q1: 3,844 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 3,601 shares; 2026Q1: 3,594 shares; 2026Q2: 3,563 shares 3,563 $469K 0.2% -31 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares; 2026Q2: 1,832 shares 1,832 $468K 0.2% 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: 6,078 shares; 2024Q4: 5,965 shares; 2025Q1: 5,965 shares; 2025Q2: 5,889 shares; 2025Q3: 5,885 shares; 2025Q4: 5,885 shares; 2026Q1: 5,822 shares; 2026Q2: 5,501 shares 5,501 $466K 0.2% -321 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,785 shares; 2024Q4: 2,960 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares; 2026Q2: 2,810 shares 2,810 $458K 0.2% -100 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: 2,968 shares; 2024Q4: 2,765 shares; 2025Q1: 2,640 shares; 2025Q2: 2,198 shares; 2025Q3: 2,177 shares; 2025Q4: 2,177 shares; 2026Q1: 2,027 shares; 2026Q2: 2,027 shares 2,027 $454K 0.2% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,101 shares; 2024Q4: 5,095 shares; 2025Q1: 5,045 shares; 2025Q2: 4,991 shares; 2025Q3: 4,991 shares; 2025Q4: 4,191 shares; 2026Q1: 4,191 shares; 2026Q2: 4,099 shares 4,099 $450K 0.19% -92 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: 4,840 shares; 2024Q4: 4,840 shares; 2025Q1: 4,840 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares; 2025Q4: 4,705 shares; 2026Q1: 4,705 shares; 2026Q2: 4,705 shares 4,705 $431K 0.19% 0 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: 3,393 shares; 2024Q4: 3,393 shares; 2025Q1: 3,375 shares; 2025Q2: 3,779 shares; 2025Q3: 4,753 shares; 2025Q4: 4,179 shares; 2026Q1: 4,179 shares; 2026Q2: 4,179 shares 4,179 $427K 0.18% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,757 shares; 2024Q4: 21,402 shares; 2025Q1: 21,402 shares; 2025Q2: 22,402 shares; 2025Q3: 23,693 shares; 2025Q4: 21,116 shares; 2026Q1: 20,749 shares; 2026Q2: 20,606 shares 20,606 $427K 0.18% -143 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: 380 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 359 shares 359 $422K 0.18% -9 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,451 shares; 2025Q1: 3,471 shares; 2025Q2: 2,779 shares; 2025Q3: 2,778 shares; 2025Q4: 2,059 shares; 2026Q1: 2,011 shares; 2026Q2: 2,031 shares 2,031 $416K 0.18% +20 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: 4,319 shares; 2024Q4: 4,254 shares; 2025Q1: 3,944 shares; 2025Q2: 3,944 shares; 2025Q3: 3,930 shares; 2025Q4: 4,030 shares; 2026Q1: 3,957 shares; 2026Q2: 3,861 shares 3,861 $415K 0.18% -96 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,106 shares; 2024Q4: 13,021 shares; 2025Q1: 12,584 shares; 2025Q2: 12,466 shares; 2025Q3: 12,350 shares; 2025Q4: 12,325 shares; 2026Q1: 12,212 shares; 2026Q2: 11,872 shares 11,872 $413K 0.18% -340 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: 4,779 shares; 2024Q4: 4,767 shares; 2025Q1: 5,024 shares; 2025Q2: 3,769 shares; 2025Q3: 3,258 shares; 2025Q4: 3,226 shares; 2026Q1: 3,166 shares; 2026Q2: 3,157 shares 3,157 $412K 0.18% -9 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: 18,828 shares; 2024Q4: 18,495 shares; 2025Q1: 18,495 shares; 2025Q2: 17,882 shares; 2025Q3: 17,701 shares; 2025Q4: 16,541 shares; 2026Q1: 16,217 shares; 2026Q2: 16,729 shares 16,729 $411K 0.18% +512 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: 5,600 shares; 2024Q4: 5,590 shares; 2025Q1: 5,590 shares; 2025Q2: 5,590 shares; 2025Q3: 5,590 shares; 2025Q4: 5,590 shares; 2026Q1: 5,590 shares; 2026Q2: 5,590 shares 5,590 $410K 0.18% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: 3,793 shares; 2025Q1: 3,888 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 2,296 shares; 2026Q1: 2,136 shares; 2026Q2: 2,136 shares 2,136 $407K 0.18% 0 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: 6,497 shares; 2024Q4: 6,485 shares; 2025Q1: 6,485 shares; 2025Q2: 6,485 shares; 2025Q3: 6,485 shares; 2025Q4: 5,685 shares; 2026Q1: 5,685 shares; 2026Q2: 5,585 shares 5,585 $402K 0.17% -100 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: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 2,882 shares; 2025Q2: 2,139 shares; 2025Q3: 2,104 shares; 2025Q4: 1,781 shares; 2026Q1: 1,761 shares; 2026Q2: 1,796 shares 1,796 $400K 0.17% +35 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: 2,448 shares; 2024Q4: 2,343 shares; 2025Q1: 2,323 shares; 2025Q2: 1,499 shares; 2025Q3: 1,486 shares; 2025Q4: 1,406 shares; 2026Q1: 1,404 shares; 2026Q2: 1,400 shares 1,400 $390K 0.17% -4 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: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 2,785 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,785 shares; 2026Q1: 2,785 shares; 2026Q2: 2,785 shares 2,785 $381K 0.16% 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; 2024Q3: 11,573 shares; 2024Q4: 11,417 shares; 2025Q1: 11,812 shares; 2025Q2: 11,229 shares; 2025Q3: 11,342 shares; 2025Q4: 9,732 shares; 2026Q1: 9,268 shares; 2026Q2: 9,179 shares 9,179 $377K 0.16% -89 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 1,894 shares; 2025Q1: 2,123 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,688 shares 1,688 $359K 0.16% 0 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: 3,174 shares; 2024Q4: 2,996 shares; 2025Q1: 2,996 shares; 2025Q2: 2,942 shares; 2025Q3: 2,892 shares; 2025Q4: 2,292 shares; 2026Q1: 2,267 shares; 2026Q2: 2,217 shares 2,217 $359K 0.16% -50 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,412 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $342K 0.15% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,765 shares; 2024Q4: 6,610 shares; 2025Q1: 6,410 shares; 2025Q2: 6,253 shares; 2025Q3: 6,156 shares; 2025Q4: 5,620 shares; 2026Q1: 5,470 shares; 2026Q2: 5,616 shares 5,616 $339K 0.15% +146 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 2,242 shares; 2025Q2: 1,456 shares; 2025Q3: 1,856 shares; 2025Q4: 1,655 shares; 2026Q1: 1,646 shares; 2026Q2: 1,705 shares 1,705 $325K 0.14% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $298K 0.13% new 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: 755 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $287K 0.12% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,319 shares; 2024Q4: 36,491 shares; 2025Q1: 36,491 shares; 2025Q2: 25,253 shares; 2025Q3: 25,202 shares; 2025Q4: 22,394 shares; 2026Q1: 22,246 shares; 2026Q2: 21,559 shares 21,559 $285K 0.12% -687 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $273K 0.12% 0 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: 2,357 shares; 2024Q4: 2,084 shares; 2025Q1: 2,084 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,736 shares; 2026Q2: 1,703 shares 1,703 $267K 0.12% -33 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: 4,380 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 3,696 shares; 2025Q3: 3,696 shares; 2025Q4: 3,696 shares; 2026Q1: 3,338 shares; 2026Q2: 3,316 shares 3,316 $259K 0.11% -22 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: 3,836 shares; 2024Q4: 3,824 shares; 2025Q1: 3,824 shares; 2025Q2: 2,806 shares; 2025Q3: 2,481 shares; 2025Q4: 2,481 shares; 2026Q1: 2,481 shares; 2026Q2: 2,606 shares 2,606 $251K 0.11% +125 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,775 shares; 2024Q4: 5,535 shares; 2025Q1: 4,935 shares; 2025Q2: 4,923 shares; 2025Q3: 4,823 shares; 2025Q4: 4,763 shares; 2026Q1: 4,688 shares; 2026Q2: 4,538 shares 4,538 $243K 0.11% -150 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,686 shares; 2024Q4: 1,676 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 2,189 shares; 2025Q4: 1,424 shares; 2026Q1: 1,424 shares; 2026Q2: 1,424 shares 1,424 $242K 0.1% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares; 2026Q2: 3,050 shares 3,050 $236K 0.1% -100 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: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 576 shares; 2025Q3: 561 shares; 2025Q4: 468 shares; 2026Q1: 464 shares; 2026Q2: 457 shares 457 $229K 0.1% -7 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 1,978 shares; 2026Q1: 1,942 shares; 2026Q2: 1,942 shares 1,942 $228K 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,502 shares; 2025Q1: 1,602 shares; 2025Q2: 1,593 shares; 2025Q3: 1,543 shares; 2025Q4: 1,543 shares; 2026Q1: 1,618 shares; 2026Q2: 1,564 shares 1,564 $219K 0.09% -54 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: 7,722 shares; 2024Q4: 8,449 shares; 2025Q1: 8,476 shares; 2025Q2: 7,466 shares; 2025Q3: 6,691 shares; 2025Q4: 4,536 shares; 2026Q1: 4,529 shares; 2026Q2: 4,442 shares 4,442 $213K 0.09% -87 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; 2024Q3: 2,213 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,113 shares; 2025Q3: 1,513 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 1,310 shares 1,310 $208K 0.09% -100 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,174 shares; 2024Q4: 4,174 shares; 2025Q1: 4,174 shares; 2025Q2: 4,174 shares; 2025Q3: 4,174 shares; 2025Q4: 4,174 shares; 2026Q1: 4,174 shares; 2026Q2: 4,174 shares 4,174 $195K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares; 2026Q1: 2,553 shares; 2026Q2: 1,826 shares 1,826 $190K 0.08% -727 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $189K 0.08% 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 1,584 shares 1,584 $189K 0.08% +1,386 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,249 shares; 2025Q2: 5,249 shares; 2025Q3: 5,069 shares; 2025Q4: 5,069 shares; 2026Q1: 5,062 shares; 2026Q2: 5,008 shares 5,008 $185K 0.08% -54 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $184K 0.08% 0 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: 404 shares; 2024Q4: 419 shares; 2025Q1: 414 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $175K 0.08% 0 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: 2,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $174K 0.08% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,697 shares; 2024Q4: 4,579 shares; 2025Q1: 4,579 shares; 2025Q2: 8,829 shares; 2025Q3: 8,597 shares; 2025Q4: 7,114 shares; 2026Q1: 7,114 shares; 2026Q2: 7,114 shares 7,114 $168K 0.07% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $168K 0.07% 0 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: 3,506 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares; 2026Q2: 3,528 shares 3,528 $164K 0.07% +200 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 506 shares; 2026Q2: 1,300 shares 1,300 $161K 0.07% +794 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: 462 shares; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 450 shares; 2026Q2: 440 shares 440 $156K 0.07% -10 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $148K 0.06% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,852 shares; 2024Q4: 2,852 shares; 2025Q1: 2,692 shares; 2025Q2: 2,692 shares; 2025Q3: 2,692 shares; 2025Q4: 2,692 shares; 2026Q1: 2,692 shares; 2026Q2: 2,692 shares 2,692 $141K 0.06% 0 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: 7,838 shares; 2024Q4: 7,819 shares; 2025Q1: 7,434 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 698 shares; 2026Q1: 698 shares; 2026Q2: 573 shares 573 $141K 0.06% -125 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $138K 0.06% 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: 1,869 shares; 2024Q4: 1,643 shares; 2025Q1: 1,643 shares; 2025Q2: 1,638 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,315 shares; 2026Q2: 1,315 shares 1,315 $136K 0.06% 0 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: 2,067 shares; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,622 shares; 2025Q3: 1,622 shares; 2025Q4: 1,622 shares; 2026Q1: 1,622 shares; 2026Q2: 1,622 shares 1,622 $136K 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: 667 shares; 2024Q4: 696 shares; 2025Q1: 877 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 856 shares 856 $134K 0.06% -95 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: 2,296 shares; 2025Q1: 2,396 shares; 2025Q2: 2,596 shares; 2025Q3: 2,596 shares; 2025Q4: 2,578 shares; 2026Q1: 2,578 shares; 2026Q2: 2,578 shares 2,578 $125K 0.05% 0 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 3,182 shares; 2025Q2: 3,182 shares; 2025Q3: 3,182 shares; 2025Q4: 3,182 shares; 2026Q1: 3,182 shares; 2026Q2: 3,182 shares 3,182 $116K 0.05% 0 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,555 shares; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares; 2026Q1: 3,980 shares; 2026Q2: 3,555 shares 3,555 $114K 0.05% -425 Timeline GDX 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $106K 0.05% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,278 shares; 2024Q4: 4,028 shares; 2025Q1: 3,928 shares; 2025Q2: 3,425 shares; 2025Q3: 3,275 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares; 2026Q2: 2,413 shares 2,413 $104K 0.05% -27 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: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $102K 0.04% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 1,479 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,280 shares 1,280 $101K 0.04% -120 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $98.2K 0.04% 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; 2024Q3: 684 shares; 2024Q4: 894 shares; 2025Q1: 915 shares; 2025Q2: 913 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $98.1K 0.04% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $94.3K 0.04% 0 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: 6,545 shares; 2024Q4: 6,363 shares; 2025Q1: 6,363 shares; 2025Q2: 6,113 shares; 2025Q3: 6,109 shares; 2025Q4: 5,912 shares; 2026Q1: 3,615 shares; 2026Q2: 3,360 shares 3,360 $91.9K 0.04% -255 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP 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: 638 shares; 2025Q4: 638 shares; 2026Q1: 638 shares; 2026Q2: 638 shares 638 $87.5K 0.04% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510 shares; 2024Q4: 2,507 shares; 2025Q1: 2,707 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 1,953 shares 1,953 $86K 0.04% -54 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 741 shares; 2025Q4: 741 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $84.9K 0.04% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 603 shares; 2026Q2: 603 shares 603 $81.7K 0.04% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $77.3K 0.03% 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $75.3K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $72.4K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $66.1K 0.03% 0 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 92 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $65.7K 0.03% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 770 shares; 2026Q1: 738 shares; 2026Q2: 730 shares 730 $64.7K 0.03% -8 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; 2024Q3: 349 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 343 shares 343 $63.5K 0.03% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR 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: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $63K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $60.2K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 502 shares 502 $55.5K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664 shares; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $53.9K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $53.6K 0.02% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $51.9K 0.02% 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $48.7K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $45.6K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $45.4K 0.02% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 838 shares 838 $45K 0.02% -75 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 652 shares; 2026Q2: 185 shares 185 $44.8K 0.02% -467 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $43.4K 0.02% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $42.6K 0.02% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $42K 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; 2024Q3: 12,390 shares; 2024Q4: 758 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $40.3K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $38.4K 0.02% 0 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA 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: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $38.3K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $38.1K 0.02% 0 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 69 shares; 2026Q2: 133 shares 133 $38K 0.02% +64 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $37.1K 0.02% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $36.8K 0.02% 0 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $34.5K 0.01% 0 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: 2,278 shares; 2024Q4: 1,744 shares; 2025Q1: 1,669 shares; 2025Q2: 944 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,130 shares; 2026Q2: 1,430 shares 1,430 $34.2K 0.01% -700 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: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 1,790 shares 1,790 $34.2K 0.01% +595 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: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $33.7K 0.01% 0 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: 277 shares; 2024Q4: 277 shares; 2025Q1: 260 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $33.6K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $33.1K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $31.3K 0.01% 0 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; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $30.3K 0.01% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 267 shares; 2026Q2: 515 shares 515 $29.8K 0.01% +248 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $28.5K 0.01% 0 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 267 shares; 2026Q2: 530 shares 530 $26.7K 0.01% +263 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 523 shares 523 $26.1K 0.01% -45 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: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $25.6K 0.01% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $25.5K 0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS 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: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $24.9K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $23.8K 0.01% 0 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 246 shares; 2026Q2: 470 shares 470 $23.5K 0.01% +224 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 315 shares; 2026Q2: 617 shares 617 $23K 0.01% +302 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 848 shares; 2026Q2: 848 shares 848 $22.6K 0.01% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 303 shares; 2026Q2: 590 shares 590 $22.5K 0.01% +287 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: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $22.3K 0.01% 0 Timeline MBBA 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: 425 shares; 2026Q2: 425 shares 425 $21.2K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $19K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $18.9K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $18.3K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $18K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $17.9K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $17.2K 0.01% 0 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268 $16.9K 0.01% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666 $16.6K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 324 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 166 shares 166 $16.3K 0.01% -150 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,193 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 363 shares; 2025Q3: 344 shares; 2025Q4: 222 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $15.9K 0.01% 0 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: 490 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 287 shares; 2026Q2: 246 shares 246 $15.7K 0.01% -41 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.4K 0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $15.1K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $14.6K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $14.5K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $14.4K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $14.1K 0.01% 0 Timeline VOE 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $13.6K 0.01% 0 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 707 shares; 2026Q2: 707 shares 707 $12.4K 0.01% 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; 2024Q3: 239 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $12.1K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $11.2K <0.01% 0 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $10.1K <0.01% 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: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $9.94K <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; 2024Q3: 1,250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $9.58K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $9.27K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $8.53K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $8.3K <0.01% 0 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: 50 shares 50 $7.55K <0.01% new Timeline FDBC FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $7.5K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $6.95K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $6.89K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 149 shares; 2025Q1: 124 shares; 2025Q2: 99 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $6.71K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $6.54K <0.01% 0 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: 1,304 shares; 2024Q4: 804 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 594 shares; 2026Q2: 408 shares 408 $6.48K <0.01% -186 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 70 shares 70 $6.38K <0.01% -16 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP 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: 301 shares; 2026Q2: 175 shares 175 $6.3K <0.01% -126 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $5.61K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 100 shares; 2026Q2: 100 shares 100 $5.35K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 63 shares 63 $3.32K <0.01% -95 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $2.86K <0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $2.66K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $2.31K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $2.27K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $1.97K <0.01% 0 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $1.69K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.49K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $933 <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 8 shares; 2026Q2: 3 shares 3 $808 <0.01% -5 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $373 <0.01% 0 Timeline MJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $206 <0.01% 0 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $31 <0.01% 0 Timeline