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: 8,742 shares; 2024Q4: 9,357 shares; 2025Q1: 8,586 shares; 2025Q2: 9,004 shares; 2025Q3: 8,962 shares; 2025Q4: 9,636 shares; 2026Q1: 9,431 shares; 2026Q2: 9,082 shares 9,082 $6.24M 4.6% -349 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: 6,473 shares; 2024Q4: 6,501 shares; 2025Q1: 6,673 shares; 2025Q2: 6,493 shares; 2025Q3: 6,977 shares; 2025Q4: 7,506 shares; 2026Q1: 8,640 shares; 2026Q2: 9,063 shares 9,063 $3.52M 2.6% +423 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: 11,504 shares; 2024Q4: 9,169 shares; 2025Q1: 8,251 shares; 2025Q2: 7,581 shares; 2025Q3: 6,685 shares; 2025Q4: 5,962 shares; 2026Q1: 6,782 shares; 2026Q2: 6,806 shares 6,806 $2.52M 1.86% +24 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: 7,228 shares; 2024Q4: 7,138 shares; 2025Q1: 7,285 shares; 2025Q2: 7,135 shares; 2025Q3: 7,285 shares; 2025Q4: 7,441 shares; 2026Q1: 7,241 shares; 2026Q2: 7,254 shares 7,254 $2.46M 1.81% +13 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: 6,464 shares; 2024Q4: 6,616 shares; 2025Q1: 7,773 shares; 2025Q2: 8,042 shares; 2025Q3: 6,859 shares; 2025Q4: 12,415 shares; 2026Q1: 13,696 shares; 2026Q2: 13,679 shares 13,679 $2.45M 1.81% -17 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 4,354 shares; 2025Q1: 4,158 shares; 2025Q2: 4,298 shares; 2025Q3: 4,346 shares; 2025Q4: 4,628 shares; 2026Q1: 22,027 shares; 2026Q2: 28,719 shares 28,719 $2.17M 1.6% +6,692 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: 5,681 shares; 2024Q4: 4,528 shares; 2025Q1: 5,038 shares; 2025Q2: 4,876 shares; 2025Q3: 5,982 shares; 2025Q4: 5,935 shares; 2026Q1: 6,331 shares; 2026Q2: 6,474 shares 6,474 $2.01M 1.48% +143 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: 6,876 shares; 2024Q4: 7,064 shares; 2025Q1: 7,543 shares; 2025Q2: 7,143 shares; 2025Q3: 7,091 shares; 2025Q4: 6,358 shares; 2026Q1: 6,722 shares; 2026Q2: 7,574 shares 7,574 $1.93M 1.42% +852 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: 21,191 shares; 2024Q4: 28,806 shares; 2025Q1: 22,045 shares; 2025Q2: 22,743 shares; 2025Q3: 23,545 shares; 2025Q4: 31,502 shares; 2026Q1: 32,820 shares; 2026Q2: 34,036 shares 34,036 $1.91M 1.41% +1,216 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: 5,125 shares; 2024Q4: 2,950 shares; 2025Q1: 2,777 shares; 2025Q2: 7,606 shares; 2025Q3: 7,364 shares; 2025Q4: 21,192 shares; 2026Q1: 16,987 shares; 2026Q2: 17,019 shares 17,019 $1.9M 1.4% +32 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: 27,235 shares; 2024Q4: 20,425 shares; 2025Q1: 20,618 shares; 2025Q2: 21,315 shares; 2025Q3: 20,970 shares; 2025Q4: 21,710 shares; 2026Q1: 20,696 shares; 2026Q2: 21,325 shares 21,325 $1.77M 1.3% +629 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: 31,687 shares; 2024Q4: 27,948 shares; 2025Q1: 24,794 shares; 2025Q2: 27,329 shares; 2025Q3: 25,655 shares; 2025Q4: 24,957 shares; 2026Q1: 23,243 shares; 2026Q2: 23,357 shares 23,357 $1.75M 1.29% +114 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: 4,335 shares; 2024Q4: 5,842 shares; 2025Q1: 8,682 shares; 2025Q2: 9,885 shares; 2025Q3: 10,536 shares; 2025Q4: 11,167 shares; 2026Q1: 11,172 shares; 2026Q2: 11,041 shares 11,041 $1.7M 1.25% -131 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: 4,958 shares; 2024Q4: 4,653 shares; 2025Q1: 4,853 shares; 2025Q2: 5,059 shares; 2025Q3: 5,665 shares; 2025Q4: 5,901 shares; 2026Q1: 4,520 shares; 2026Q2: 4,591 shares 4,591 $1.69M 1.24% +71 Timeline BRK-A 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.51M 1.11% 0 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: 5,006 shares; 2024Q4: 3,491 shares; 2025Q1: 4,857 shares; 2025Q2: 4,899 shares; 2025Q3: 5,487 shares; 2025Q4: 5,668 shares; 2026Q1: 5,043 shares; 2026Q2: 5,636 shares 5,636 $1.51M 1.11% +593 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: 7,946 shares; 2024Q4: 6,284 shares; 2025Q1: 5,436 shares; 2025Q2: 6,126 shares; 2025Q3: 6,602 shares; 2025Q4: 6,509 shares; 2026Q1: 7,560 shares; 2026Q2: 8,284 shares 8,284 $1.44M 1.06% +724 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: 7,197 shares; 2024Q4: 6,978 shares; 2025Q1: 6,215 shares; 2025Q2: 6,641 shares; 2025Q3: 6,496 shares; 2025Q4: 5,631 shares; 2026Q1: 5,940 shares; 2026Q2: 5,522 shares 5,522 $1.4M 1.03% -418 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 2,166 shares; 2025Q1: 2,511 shares; 2025Q2: 2,560 shares; 2025Q3: 2,778 shares; 2025Q4: 2,930 shares; 2026Q1: 2,697 shares; 2026Q2: 2,708 shares 2,708 $1.4M 1.03% +11 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: 5,283 shares; 2024Q4: 4,818 shares; 2025Q1: 4,818 shares; 2025Q2: 3,848 shares; 2025Q3: 3,792 shares; 2025Q4: 4,458 shares; 2026Q1: 7,008 shares; 2026Q2: 7,364 shares 7,364 $1.38M 1.02% +356 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,296 shares; 2026Q2: 13,640 shares 13,640 $1.37M 1.01% -1,656 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,725 shares; 2025Q1: 1,735 shares; 2025Q2: 1,877 shares; 2025Q3: 2,232 shares; 2025Q4: 3,256 shares; 2026Q1: 4,852 shares; 2026Q2: 4,585 shares 4,585 $1.34M 0.99% -267 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: 3,629 shares; 2024Q4: 3,611 shares; 2025Q1: 3,175 shares; 2025Q2: 3,303 shares; 2025Q3: 3,691 shares; 2025Q4: 4,052 shares; 2026Q1: 3,773 shares; 2026Q2: 3,804 shares 3,804 $1.31M 0.97% +31 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: 5,330 shares; 2024Q4: 5,597 shares; 2025Q1: 10,063 shares; 2025Q2: 10,642 shares; 2025Q3: 10,812 shares; 2025Q4: 11,185 shares; 2026Q1: 11,242 shares; 2026Q2: 10,219 shares 10,219 $1.31M 0.97% -1,023 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: 3,347 shares; 2024Q4: 3,526 shares; 2025Q1: 3,859 shares; 2025Q2: 3,970 shares; 2025Q3: 4,303 shares; 2025Q4: 4,171 shares; 2026Q1: 4,453 shares; 2026Q2: 4,578 shares 4,578 $1.29M 0.95% +125 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,125 shares; 2024Q4: 15,511 shares; 2025Q1: 13,311 shares; 2025Q2: 12,533 shares; 2025Q3: 12,850 shares; 2025Q4: 13,525 shares; 2026Q1: 13,463 shares; 2026Q2: 13,117 shares 13,117 $1.29M 0.95% -346 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: 7,916 shares; 2024Q4: 9,087 shares; 2025Q1: 9,641 shares; 2025Q2: 9,946 shares; 2025Q3: 7,677 shares; 2025Q4: 7,102 shares; 2026Q1: 6,865 shares; 2026Q2: 7,518 shares 7,518 $1.24M 0.91% +653 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: 3,402 shares; 2024Q4: 3,717 shares; 2025Q1: 10,657 shares; 2025Q2: 12,639 shares; 2025Q3: 13,187 shares; 2025Q4: 13,720 shares; 2026Q1: 15,160 shares; 2026Q2: 14,508 shares 14,508 $1.22M 0.9% -652 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: 3,644 shares; 2024Q4: 3,651 shares; 2025Q1: 3,670 shares; 2025Q2: 3,861 shares; 2025Q3: 4,196 shares; 2025Q4: 4,452 shares; 2026Q1: 3,603 shares; 2026Q2: 3,311 shares 3,311 $1.17M 0.86% -292 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,831 shares; 2025Q1: 1,558 shares; 2025Q2: 1,349 shares; 2025Q3: 1,390 shares; 2025Q4: 1,228 shares; 2026Q1: 1,272 shares; 2026Q2: 1,084 shares 1,084 $1.13M 0.83% -188 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,611 shares; 2026Q2: 5,605 shares 5,605 $1.08M 0.8% -6 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: 3,100 shares; 2024Q4: 2,772 shares; 2025Q1: 3,059 shares; 2025Q2: 3,321 shares; 2025Q3: 3,415 shares; 2025Q4: 3,117 shares; 2026Q1: 2,927 shares; 2026Q2: 2,870 shares 2,870 $1.06M 0.78% -57 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,912 shares; 2024Q4: 2,217 shares; 2025Q1: 2,092 shares; 2025Q2: 2,252 shares; 2025Q3: 2,695 shares; 2025Q4: 3,654 shares; 2026Q1: 3,840 shares; 2026Q2: 4,375 shares 4,375 $1.05M 0.78% +535 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: 5,849 shares; 2024Q4: 6,217 shares; 2025Q1: 6,556 shares; 2025Q2: 6,747 shares; 2025Q3: 6,720 shares; 2025Q4: 4,864 shares; 2026Q1: 6,267 shares; 2026Q2: 6,892 shares 6,892 $1.05M 0.78% +625 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: 6,985 shares; 2024Q4: 5,737 shares; 2025Q1: 7,323 shares; 2025Q2: 7,131 shares; 2025Q3: 9,469 shares; 2025Q4: 11,090 shares; 2026Q1: 11,995 shares; 2026Q2: 12,236 shares 12,236 $1.03M 0.76% +241 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: 1,198 shares; 2024Q4: 1,550 shares; 2025Q1: 1,668 shares; 2025Q2: 1,892 shares; 2025Q3: 1,947 shares; 2025Q4: 1,848 shares; 2026Q1: 1,324 shares; 2026Q2: 1,615 shares 1,615 $994K 0.73% +291 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: 2,027 shares; 2024Q4: 2,023 shares; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 2,195 shares; 2025Q4: 7,273 shares; 2026Q1: 6,824 shares; 2026Q2: 6,660 shares 6,660 $968K 0.71% -164 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,819 shares; 2026Q1: 12,476 shares; 2026Q2: 12,402 shares 12,402 $967K 0.71% -74 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: 2,505 shares; 2024Q4: 2,503 shares; 2025Q1: 2,257 shares; 2025Q2: 2,229 shares; 2025Q3: 2,241 shares; 2025Q4: 1,987 shares; 2026Q1: 3,014 shares; 2026Q2: 4,903 shares 4,903 $966K 0.71% +1,889 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: 6,954 shares; 2024Q4: 7,245 shares; 2025Q1: 11,009 shares; 2025Q2: 11,369 shares; 2025Q3: 11,007 shares; 2025Q4: 10,864 shares; 2026Q1: 10,972 shares; 2026Q2: 8,525 shares 8,525 $946K 0.7% -2,447 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,403 shares; 2025Q3: 9,515 shares; 2025Q4: 10,481 shares; 2026Q1: 12,705 shares; 2026Q2: 10,609 shares 10,609 $925K 0.68% -2,096 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: 3,849 shares; 2024Q4: 3,811 shares; 2025Q1: 4,009 shares; 2025Q2: 3,843 shares; 2025Q3: 3,860 shares; 2025Q4: 4,059 shares; 2026Q1: 2,973 shares; 2026Q2: 2,960 shares 2,960 $906K 0.67% -13 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: 1,697 shares; 2024Q4: 1,696 shares; 2025Q1: 2,042 shares; 2025Q2: 1,804 shares; 2025Q3: 2,048 shares; 2025Q4: 2,459 shares; 2026Q1: 2,915 shares; 2026Q2: 3,190 shares 3,190 $903K 0.67% +275 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: 3,417 shares; 2024Q4: 5,156 shares; 2025Q1: 6,114 shares; 2025Q2: 7,343 shares; 2025Q3: 8,137 shares; 2025Q4: 6,628 shares; 2026Q1: 7,668 shares; 2026Q2: 8,345 shares 8,345 $865K 0.64% +677 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: 9,086 shares; 2024Q4: 7,992 shares; 2025Q1: 3,110 shares; 2025Q2: 2,894 shares; 2025Q3: 4,185 shares; 2025Q4: 6,362 shares; 2026Q1: 5,198 shares; 2026Q2: 6,685 shares 6,685 $861K 0.63% +1,487 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: 1,071 shares; 2024Q4: 1,074 shares; 2025Q1: 1,107 shares; 2025Q2: 1,103 shares; 2025Q3: 1,218 shares; 2025Q4: 1,435 shares; 2026Q1: 3,011 shares; 2026Q2: 2,667 shares 2,667 $814K 0.6% -344 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: 7,644 shares; 2024Q4: 7,639 shares; 2025Q1: 7,619 shares; 2025Q2: 7,648 shares; 2025Q3: 8,384 shares; 2025Q4: 9,123 shares; 2026Q1: 7,960 shares; 2026Q2: 8,398 shares 8,398 $805K 0.59% +438 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: 2,827 shares; 2024Q4: 3,013 shares; 2025Q1: 3,045 shares; 2025Q2: 3,140 shares; 2025Q3: 3,332 shares; 2025Q4: 3,301 shares; 2026Q1: 3,111 shares; 2026Q2: 3,229 shares 3,229 $794K 0.59% +118 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,128 shares; 2024Q4: 2,971 shares; 2025Q1: 2,656 shares; 2025Q2: 2,657 shares; 2025Q3: 2,524 shares; 2025Q4: 2,502 shares; 2026Q1: 1,807 shares; 2026Q2: 1,833 shares 1,833 $793K 0.58% +26 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: 1,936 shares; 2024Q4: 1,948 shares; 2025Q1: 1,936 shares; 2025Q2: 1,953 shares; 2025Q3: 1,953 shares; 2025Q4: 1,945 shares; 2026Q1: 1,943 shares; 2026Q2: 1,950 shares 1,950 $786K 0.58% +7 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,453 shares; 2024Q4: 6,553 shares; 2025Q1: 6,653 shares; 2025Q2: 6,439 shares; 2025Q3: 6,439 shares; 2025Q4: 6,439 shares; 2026Q1: 6,439 shares; 2026Q2: 6,439 shares 6,439 $782K 0.58% 0 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: 835 shares; 2024Q4: 810 shares; 2025Q1: 1,006 shares; 2025Q2: 1,028 shares; 2025Q3: 1,044 shares; 2025Q4: 923 shares; 2026Q1: 811 shares; 2026Q2: 795 shares 795 $747K 0.55% -16 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,811 shares; 2024Q4: 2,618 shares; 2025Q1: 2,606 shares; 2025Q2: 2,550 shares; 2025Q3: 2,373 shares; 2025Q4: 2,339 shares; 2026Q1: 3,128 shares; 2026Q2: 3,112 shares 3,112 $743K 0.55% -16 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,011 shares; 2024Q4: 3,145 shares; 2025Q1: 5,381 shares; 2025Q2: 4,981 shares; 2025Q3: 4,989 shares; 2025Q4: 4,137 shares; 2026Q1: 4,329 shares; 2026Q2: 4,526 shares 4,526 $718K 0.53% +197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 593 shares; 2026Q1: 1,194 shares; 2026Q2: 1,329 shares 1,329 $715K 0.53% +135 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 663 shares; 2025Q4: 708 shares; 2026Q1: 643 shares; 2026Q2: 650 shares 650 $700K 0.52% +7 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,733 shares; 2024Q4: not reported; 2025Q1: 11,051 shares; 2025Q2: 12,977 shares; 2025Q3: 12,871 shares; 2025Q4: 13,113 shares; 2026Q1: 11,092 shares; 2026Q2: 11,929 shares 11,929 $689K 0.51% +837 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 302 shares; 2025Q1: 277 shares; 2025Q2: 264 shares; 2025Q3: 324 shares; 2025Q4: 316 shares; 2026Q1: 418 shares; 2026Q2: 554 shares 554 $684K 0.5% +136 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613 shares; 2024Q4: 725 shares; 2025Q1: 707 shares; 2025Q2: 580 shares; 2025Q3: 568 shares; 2025Q4: 386 shares; 2026Q1: 584 shares; 2026Q2: 666 shares 666 $681K 0.5% +82 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 2,767 shares; 2025Q1: 2,844 shares; 2025Q2: 1,758 shares; 2025Q3: 2,118 shares; 2025Q4: 1,456 shares; 2026Q1: 1,334 shares; 2026Q2: 1,516 shares 1,516 $649K 0.48% +182 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: 790 shares; 2025Q1: 719 shares; 2025Q2: 724 shares; 2025Q3: 645 shares; 2025Q4: 525 shares; 2026Q1: 532 shares; 2026Q2: 630 shares 630 $636K 0.47% +98 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: 7,882 shares; 2024Q4: 7,857 shares; 2025Q1: 7,920 shares; 2025Q2: 8,112 shares; 2025Q3: 7,332 shares; 2025Q4: 7,004 shares; 2026Q1: 6,955 shares; 2026Q2: 7,111 shares 7,111 $629K 0.46% +156 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: 1,612 shares; 2024Q4: 1,674 shares; 2025Q1: 1,816 shares; 2025Q2: 1,828 shares; 2025Q3: 1,993 shares; 2025Q4: 2,081 shares; 2026Q1: 1,315 shares; 2026Q2: 1,318 shares 1,318 $627K 0.46% +3 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,273 shares; 2024Q4: 6,036 shares; 2025Q1: 5,366 shares; 2025Q2: 5,369 shares; 2025Q3: 5,334 shares; 2025Q4: 6,701 shares; 2026Q1: 6,484 shares; 2026Q2: 6,390 shares 6,390 $620K 0.46% -94 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,125 shares; 2025Q2: 8,364 shares; 2025Q3: 8,541 shares; 2025Q4: 8,560 shares; 2026Q1: 10,661 shares; 2026Q2: 10,024 shares 10,024 $619K 0.46% -637 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,382 shares; 2024Q4: 1,440 shares; 2025Q1: 1,702 shares; 2025Q2: 1,705 shares; 2025Q3: 1,706 shares; 2025Q4: 1,737 shares; 2026Q1: 1,715 shares; 2026Q2: 1,724 shares 1,724 $619K 0.46% +9 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: 1,800 shares; 2024Q4: 1,797 shares; 2025Q1: 2,115 shares; 2025Q2: 2,097 shares; 2025Q3: 1,702 shares; 2025Q4: 1,567 shares; 2026Q1: 1,527 shares; 2026Q2: 1,541 shares 1,541 $610K 0.45% +14 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: 4,062 shares; 2024Q4: 4,064 shares; 2025Q1: 4,024 shares; 2025Q2: 3,916 shares; 2025Q3: 3,348 shares; 2025Q4: 3,617 shares; 2026Q1: 4,824 shares; 2026Q2: 5,100 shares 5,100 $600K 0.44% +276 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: 844 shares; 2024Q4: 940 shares; 2025Q1: 1,404 shares; 2025Q2: 1,276 shares; 2025Q3: 1,573 shares; 2025Q4: 1,774 shares; 2026Q1: 1,824 shares; 2026Q2: 1,697 shares 1,697 $593K 0.44% -127 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: 4,383 shares; 2024Q4: 3,592 shares; 2025Q1: 2,377 shares; 2025Q2: 2,615 shares; 2025Q3: 3,092 shares; 2025Q4: 3,177 shares; 2026Q1: 3,818 shares; 2026Q2: 4,040 shares 4,040 $586K 0.43% +222 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: 15,270 shares; 2024Q4: 13,928 shares; 2025Q1: 13,766 shares; 2025Q2: 14,140 shares; 2025Q3: 14,701 shares; 2025Q4: 11,648 shares; 2026Q1: 12,980 shares; 2026Q2: 13,463 shares 13,463 $573K 0.42% +483 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: 647 shares; 2024Q4: 649 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 647 shares; 2025Q4: 610 shares; 2026Q1: 602 shares; 2026Q2: 600 shares 600 $568K 0.42% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 495 shares; 2026Q1: 696 shares; 2026Q2: 939 shares 939 $567K 0.42% +243 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: 371 shares; 2024Q4: 360 shares; 2025Q1: 361 shares; 2025Q2: 350 shares; 2025Q3: 340 shares; 2025Q4: 324 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $563K 0.41% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,819 shares; 2024Q4: 2,855 shares; 2025Q1: 2,811 shares; 2025Q2: 2,587 shares; 2025Q3: 2,550 shares; 2025Q4: 2,413 shares; 2026Q1: 2,404 shares; 2026Q2: 2,529 shares 2,529 $563K 0.41% +125 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: 2,054 shares; 2025Q1: 2,059 shares; 2025Q2: 2,051 shares; 2025Q3: 2,293 shares; 2025Q4: 3,114 shares; 2026Q1: 3,545 shares; 2026Q2: 4,123 shares 4,123 $563K 0.41% +578 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,498 shares; 2026Q1: 9,005 shares; 2026Q2: 8,955 shares 8,955 $562K 0.41% -50 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 678 shares; 2025Q1: 680 shares; 2025Q2: 679 shares; 2025Q3: 727 shares; 2025Q4: 924 shares; 2026Q1: 1,342 shares; 2026Q2: 1,407 shares 1,407 $548K 0.4% +65 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: 7,896 shares; 2024Q4: 6,946 shares; 2025Q1: 7,238 shares; 2025Q2: 5,920 shares; 2025Q3: 2,875 shares; 2025Q4: 3,037 shares; 2026Q1: 3,424 shares; 2026Q2: 3,849 shares 3,849 $545K 0.4% +425 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857 shares; 2024Q4: not reported; 2025Q1: 1,938 shares; 2025Q2: 2,114 shares; 2025Q3: 2,055 shares; 2025Q4: 1,320 shares; 2026Q1: 3,107 shares; 2026Q2: 3,094 shares 3,094 $511K 0.38% -13 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 2,397 shares; 2026Q2: 2,520 shares 2,520 $500K 0.37% +123 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,616 shares; 2024Q4: 2,650 shares; 2025Q1: 2,588 shares; 2025Q2: 2,536 shares; 2025Q3: 2,506 shares; 2025Q4: 2,379 shares; 2026Q1: 2,367 shares; 2026Q2: 2,382 shares 2,382 $498K 0.37% +15 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: 10,226 shares; 2024Q4: 10,491 shares; 2025Q1: 9,052 shares; 2025Q2: 7,816 shares; 2025Q3: 22,062 shares; 2025Q4: 20,216 shares; 2026Q1: 28,526 shares; 2026Q2: 22,751 shares 22,751 $480K 0.35% -5,775 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,253 shares; 2024Q4: 6,253 shares; 2025Q1: 6,183 shares; 2025Q2: 6,183 shares; 2025Q3: 6,183 shares; 2025Q4: 6,164 shares; 2026Q1: 5,934 shares; 2026Q2: 5,865 shares 5,865 $476K 0.35% -69 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,956 shares; 2024Q4: 3,956 shares; 2025Q1: 2,469 shares; 2025Q2: 3,441 shares; 2025Q3: 4,659 shares; 2025Q4: 5,670 shares; 2026Q1: 5,404 shares; 2026Q2: 5,188 shares 5,188 $474K 0.35% -216 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,524 shares; 2025Q3: 1,466 shares; 2025Q4: 2,007 shares; 2026Q1: 2,001 shares; 2026Q2: 1,992 shares 1,992 $473K 0.35% -9 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,682 shares; 2024Q4: 4,171 shares; 2025Q1: 3,372 shares; 2025Q2: 2,699 shares; 2025Q3: 2,278 shares; 2025Q4: 3,908 shares; 2026Q1: 3,476 shares; 2026Q2: 3,450 shares 3,450 $470K 0.35% -26 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,433 shares; 2026Q2: 5,361 shares 5,361 $467K 0.34% -72 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: 3,362 shares; 2024Q4: 3,278 shares; 2025Q1: 3,539 shares; 2025Q2: 3,662 shares; 2025Q3: 3,559 shares; 2025Q4: 3,557 shares; 2026Q1: 3,765 shares; 2026Q2: 3,970 shares 3,970 $466K 0.34% +205 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: 6,077 shares; 2024Q4: 3,662 shares; 2025Q1: 8,050 shares; 2025Q2: 10,345 shares; 2025Q3: 10,241 shares; 2025Q4: 6,278 shares; 2026Q1: 6,636 shares; 2026Q2: 7,716 shares 7,716 $465K 0.34% +1,080 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: 3,944 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,721 shares; 2025Q4: 9,182 shares; 2026Q1: 8,708 shares; 2026Q2: 10,134 shares 10,134 $463K 0.34% +1,426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,947 shares 8,947 $461K 0.34% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,837 shares; 2025Q4: 3,201 shares; 2026Q1: 3,393 shares; 2026Q2: 2,877 shares 2,877 $451K 0.33% -516 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,295 shares; 2024Q4: 2,317 shares; 2025Q1: 1,767 shares; 2025Q2: 1,866 shares; 2025Q3: 1,864 shares; 2025Q4: 1,916 shares; 2026Q1: 1,917 shares; 2026Q2: 1,922 shares 1,922 $451K 0.33% +5 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,357 shares; 2024Q4: 6,391 shares; 2025Q1: 6,699 shares; 2025Q2: 6,805 shares; 2025Q3: 6,877 shares; 2025Q4: 6,014 shares; 2026Q1: 6,222 shares; 2026Q2: 5,938 shares 5,938 $448K 0.33% -284 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,143 shares; 2024Q4: 4,085 shares; 2025Q1: 4,039 shares; 2025Q2: 3,877 shares; 2025Q3: 3,698 shares; 2025Q4: 3,604 shares; 2026Q1: 3,457 shares; 2026Q2: 3,419 shares 3,419 $446K 0.33% -38 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,512 shares; 2024Q4: 2,519 shares; 2025Q1: 2,898 shares; 2025Q2: 3,079 shares; 2025Q3: 3,226 shares; 2025Q4: 3,161 shares; 2026Q1: 3,171 shares; 2026Q2: 2,066 shares 2,066 $445K 0.33% -1,105 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,864 shares; 2026Q1: 5,376 shares; 2026Q2: 5,373 shares 5,373 $440K 0.32% -3 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: 1,059 shares; 2024Q4: 1,036 shares; 2025Q1: 1,055 shares; 2025Q2: 1,048 shares; 2025Q3: 1,087 shares; 2025Q4: 999 shares; 2026Q1: 817 shares; 2026Q2: 826 shares 826 $439K 0.32% +9 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 1,525 shares; 2025Q4: 1,688 shares; 2026Q1: 1,893 shares; 2026Q2: 1,958 shares 1,958 $437K 0.32% +65 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,041 shares; 2024Q4: 6,069 shares; 2025Q1: 6,272 shares; 2025Q2: 6,223 shares; 2025Q3: 6,203 shares; 2025Q4: 6,108 shares; 2026Q1: 5,493 shares; 2026Q2: 5,297 shares 5,297 $423K 0.31% -196 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,195 shares; 2025Q1: 1,398 shares; 2025Q2: 1,424 shares; 2025Q3: 1,568 shares; 2025Q4: 1,696 shares; 2026Q1: 1,547 shares; 2026Q2: 1,546 shares 1,546 $422K 0.31% -1 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: 2,292 shares; 2024Q4: 2,251 shares; 2025Q1: 1,297 shares; 2025Q2: 1,670 shares; 2025Q3: 2,137 shares; 2025Q4: 2,147 shares; 2026Q1: 1,140 shares; 2026Q2: 1,110 shares 1,110 $421K 0.31% -30 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 2,020 shares; 2025Q1: 2,675 shares; 2025Q2: 2,709 shares; 2025Q3: 2,817 shares; 2025Q4: 2,450 shares; 2026Q1: 2,548 shares; 2026Q2: 2,449 shares 2,449 $415K 0.31% -99 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: 22,054 shares; 2024Q4: 21,990 shares; 2025Q1: 20,337 shares; 2025Q2: 20,613 shares; 2025Q3: 17,540 shares; 2025Q4: 14,973 shares; 2026Q1: 12,781 shares; 2026Q2: 12,735 shares 12,735 $414K 0.3% -46 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,681 shares; 2025Q2: 2,690 shares; 2025Q3: 2,398 shares; 2025Q4: 2,413 shares; 2026Q1: 2,421 shares; 2026Q2: 2,421 shares 2,421 $406K 0.3% 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: 2,002 shares; 2024Q4: 1,971 shares; 2025Q1: 1,523 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,859 shares; 2026Q2: 3,752 shares 3,752 $406K 0.3% -107 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,418 shares; 2024Q4: 3,826 shares; 2025Q1: 3,802 shares; 2025Q2: 3,822 shares; 2025Q3: 3,740 shares; 2025Q4: 3,735 shares; 2026Q1: 3,308 shares; 2026Q2: 3,281 shares 3,281 $376K 0.28% -27 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,102 shares; 2026Q2: 1,103 shares 1,103 $363K 0.27% +1 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares; 2026Q2: 980 shares 980 $362K 0.27% +9 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,999 shares; 2026Q2: 3,994 shares 3,994 $362K 0.27% -5 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: 3,866 shares; 2024Q4: 3,280 shares; 2025Q1: 2,681 shares; 2025Q2: 2,435 shares; 2025Q3: 1,954 shares; 2025Q4: 1,960 shares; 2026Q1: 1,693 shares; 2026Q2: 1,624 shares 1,624 $361K 0.27% -69 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,263 shares; 2025Q1: 1,860 shares; 2025Q2: 1,929 shares; 2025Q3: 2,096 shares; 2025Q4: 2,205 shares; 2026Q1: 2,059 shares; 2026Q2: 1,991 shares 1,991 $359K 0.26% -68 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,453 shares; 2026Q2: 4,636 shares 4,636 $357K 0.26% +1,183 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 312 shares; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 305 shares; 2025Q4: 212 shares; 2026Q1: 203 shares; 2026Q2: 1,648 shares 1,648 $357K 0.26% +1,445 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,452 shares; 2024Q4: 3,455 shares; 2025Q1: 3,449 shares; 2025Q2: 3,511 shares; 2025Q3: 3,492 shares; 2025Q4: 3,163 shares; 2026Q1: 2,618 shares; 2026Q2: 2,343 shares 2,343 $355K 0.26% -275 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: 3,844 shares; 2024Q4: 3,888 shares; 2025Q1: 3,835 shares; 2025Q2: 3,475 shares; 2025Q3: 3,541 shares; 2025Q4: 3,451 shares; 2026Q1: 4,295 shares; 2026Q2: 4,313 shares 4,313 $354K 0.26% +18 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,030 shares; 2026Q2: 2,837 shares 2,837 $353K 0.26% +807 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,929 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,778 shares; 2026Q2: 10,720 shares 10,720 $352K 0.26% -58 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: 1,261 shares; 2024Q4: 1,346 shares; 2025Q1: 1,431 shares; 2025Q2: 1,473 shares; 2025Q3: 1,351 shares; 2025Q4: 1,519 shares; 2026Q1: 1,411 shares; 2026Q2: 1,393 shares 1,393 $350K 0.26% -18 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 1,331 shares; 2025Q4: 1,084 shares; 2026Q1: 1,717 shares; 2026Q2: 1,704 shares 1,704 $348K 0.26% -13 Timeline VPL 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: 18,848 shares; 2024Q4: 19,696 shares; 2025Q1: 20,565 shares; 2025Q2: 10,303 shares; 2025Q3: 10,101 shares; 2025Q4: 10,290 shares; 2026Q1: 3,187 shares; 2026Q2: 3,078 shares 3,078 $346K 0.25% -109 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,777 shares; 2024Q4: 3,725 shares; 2025Q1: 3,662 shares; 2025Q2: 3,631 shares; 2025Q3: 3,672 shares; 2025Q4: 3,629 shares; 2026Q1: 3,425 shares; 2026Q2: 3,491 shares 3,491 $343K 0.25% +66 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES 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: 653 shares; 2025Q4: not reported; 2026Q1: 673 shares; 2026Q2: 942 shares 942 $343K 0.25% +269 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: 9,269 shares; 2024Q4: 7,611 shares; 2025Q1: not reported; 2025Q2: 11,036 shares; 2025Q3: 8,609 shares; 2025Q4: 6,687 shares; 2026Q1: 3,205 shares; 2026Q2: 1,840 shares 1,840 $341K 0.25% -1,365 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: 6,343 shares; 2024Q4: 6,305 shares; 2025Q1: 6,231 shares; 2025Q2: 8,161 shares; 2025Q3: 9,956 shares; 2025Q4: 9,867 shares; 2026Q1: 9,290 shares; 2026Q2: 6,595 shares 6,595 $339K 0.25% -2,695 Timeline RJDI CARILLON SER TR More: the full row for CARILLON SER 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: 11,638 shares; 2026Q1: 11,638 shares; 2026Q2: 11,638 shares 11,638 $338K 0.25% 0 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: 1,897 shares; 2024Q4: 2,431 shares; 2025Q1: 2,386 shares; 2025Q2: 3,326 shares; 2025Q3: 2,807 shares; 2025Q4: 2,018 shares; 2026Q1: 2,436 shares; 2026Q2: 2,442 shares 2,442 $337K 0.25% +6 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,807 shares; 2026Q1: 3,116 shares; 2026Q2: 3,110 shares 3,110 $337K 0.25% -6 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 929 shares; 2025Q4: 730 shares; 2026Q1: 707 shares; 2026Q2: 706 shares 706 $331K 0.24% -1 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,628 shares; 2025Q2: 4,597 shares; 2025Q3: 2,899 shares; 2025Q4: 2,008 shares; 2026Q1: 895 shares; 2026Q2: 1,015 shares 1,015 $331K 0.24% +120 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,499 shares; 2026Q2: 7,439 shares 7,439 $331K 0.24% -60 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: 649 shares; 2024Q4: 649 shares; 2025Q1: 640 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 675 shares; 2026Q1: 656 shares; 2026Q2: 656 shares 656 $331K 0.24% 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: 12,056 shares; 2024Q4: 11,799 shares; 2025Q1: 11,958 shares; 2025Q2: 8,756 shares; 2025Q3: 5,469 shares; 2025Q4: 5,510 shares; 2026Q1: 5,399 shares; 2026Q2: 5,257 shares 5,257 $331K 0.24% -142 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 987 shares; 2025Q1: 976 shares; 2025Q2: 920 shares; 2025Q3: 870 shares; 2025Q4: 847 shares; 2026Q1: 807 shares; 2026Q2: 803 shares 803 $328K 0.24% -4 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: 1,796 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,435 shares; 2026Q2: 1,792 shares 1,792 $328K 0.24% +357 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,412 shares; 2025Q2: 3,442 shares; 2025Q3: 4,192 shares; 2025Q4: 4,274 shares; 2026Q1: 4,425 shares; 2026Q2: 4,423 shares 4,423 $327K 0.24% -2 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182 shares; 2024Q4: 1,191 shares; 2025Q1: 1,318 shares; 2025Q2: 1,314 shares; 2025Q3: 1,470 shares; 2025Q4: 1,349 shares; 2026Q1: 1,157 shares; 2026Q2: 1,331 shares 1,331 $327K 0.24% +174 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 2,410 shares; 2025Q1: 2,357 shares; 2025Q2: 2,302 shares; 2025Q3: 2,129 shares; 2025Q4: 2,112 shares; 2026Q1: 2,058 shares; 2026Q2: 2,026 shares 2,026 $325K 0.24% -32 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: 6,133 shares; 2024Q4: not reported; 2025Q1: 9,550 shares; 2025Q2: 13,795 shares; 2025Q3: 6,339 shares; 2025Q4: not reported; 2026Q1: 7,787 shares; 2026Q2: 7,555 shares 7,555 $325K 0.24% -232 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,105 shares; 2024Q4: 11,079 shares; 2025Q1: 11,022 shares; 2025Q2: 11,121 shares; 2025Q3: 10,895 shares; 2025Q4: 8,524 shares; 2026Q1: 8,674 shares; 2026Q2: 8,605 shares 8,605 $324K 0.24% -69 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 6,199 shares; 2025Q1: 513 shares; 2025Q2: 502 shares; 2025Q3: 462 shares; 2025Q4: 5,014 shares; 2026Q1: 444 shares; 2026Q2: 433 shares 433 $324K 0.24% -11 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: 1,217 shares; 2024Q4: 1,255 shares; 2025Q1: 1,242 shares; 2025Q2: 1,226 shares; 2025Q3: 1,421 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares; 2026Q2: 1,355 shares 1,355 $321K 0.24% +6 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,020 shares; 2024Q4: 3,896 shares; 2025Q1: 4,528 shares; 2025Q2: 4,473 shares; 2025Q3: 4,681 shares; 2025Q4: 4,116 shares; 2026Q1: 4,639 shares; 2026Q2: 4,635 shares 4,635 $319K 0.23% -4 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: 4,781 shares; 2024Q4: 4,319 shares; 2025Q1: 4,475 shares; 2025Q2: 4,735 shares; 2025Q3: 3,723 shares; 2025Q4: 3,442 shares; 2026Q1: 3,319 shares; 2026Q2: 2,837 shares 2,837 $317K 0.23% -482 Timeline MKSI MKS INC. More: the full row for MKS 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: 1,808 shares; 2025Q4: 1,584 shares; 2026Q1: 1,342 shares; 2026Q2: 896 shares 896 $313K 0.23% -446 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: 1,431 shares; 2024Q4: 1,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,281 shares; 2026Q2: 982 shares 982 $307K 0.23% -299 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,425 shares; 2025Q4: 1,419 shares; 2026Q1: not reported; 2026Q2: 1,553 shares 1,553 $307K 0.23% new 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: 6,712 shares; 2024Q4: 6,592 shares; 2025Q1: 6,526 shares; 2025Q2: 6,478 shares; 2025Q3: 6,452 shares; 2025Q4: 6,240 shares; 2026Q1: 5,839 shares; 2026Q2: 5,519 shares 5,519 $304K 0.22% -320 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 606 shares; 2025Q1: 653 shares; 2025Q2: 665 shares; 2025Q3: 707 shares; 2025Q4: 735 shares; 2026Q1: 678 shares; 2026Q2: 682 shares 682 $302K 0.22% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,679 shares; 2026Q1: 1,120 shares; 2026Q2: 1,119 shares 1,119 $298K 0.22% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,651 shares; 2025Q4: 2,096 shares; 2026Q1: 1,796 shares; 2026Q2: 1,784 shares 1,784 $296K 0.22% -12 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 1,618 shares 1,618 $287K 0.21% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 539 shares; 2026Q2: 517 shares 517 $287K 0.21% -22 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,257 shares; 2026Q1: 5,984 shares; 2026Q2: 5,832 shares 5,832 $282K 0.21% -152 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,460 shares; 2025Q4: 3,964 shares; 2026Q1: 3,993 shares; 2026Q2: 3,952 shares 3,952 $280K 0.21% -41 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 714 shares; 2025Q1: 712 shares; 2025Q2: 716 shares; 2025Q3: 788 shares; 2025Q4: 691 shares; 2026Q1: not reported; 2026Q2: 843 shares 843 $278K 0.2% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,329 shares; 2025Q3: 1,320 shares; 2025Q4: 1,294 shares; 2026Q1: 1,298 shares; 2026Q2: 1,292 shares 1,292 $277K 0.2% -6 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 289 shares 289 $277K 0.2% -1 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 5,399 shares; 2026Q1: 5,213 shares; 2026Q2: 4,222 shares 4,222 $276K 0.2% -991 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,645 shares; 2025Q1: not reported; 2025Q2: 1,633 shares; 2025Q3: 1,617 shares; 2025Q4: 1,560 shares; 2026Q1: 1,537 shares; 2026Q2: 1,704 shares 1,704 $275K 0.2% +167 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 997 shares; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: 1,073 shares; 2025Q4: 1,136 shares; 2026Q1: 1,124 shares; 2026Q2: 1,182 shares 1,182 $275K 0.2% +58 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: 12,692 shares; 2024Q4: not reported; 2025Q1: 12,979 shares; 2025Q2: 8,577 shares; 2025Q3: 10,929 shares; 2025Q4: not reported; 2026Q1: 11,597 shares; 2026Q2: 11,382 shares 11,382 $274K 0.2% -215 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,863 shares; 2025Q3: 3,124 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,716 shares 3,716 $273K 0.2% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,366 shares 5,366 $273K 0.2% new Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,635 shares; 2026Q2: 9,604 shares 9,604 $273K 0.2% -31 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354 shares; 2024Q4: 2,571 shares; 2025Q1: 2,659 shares; 2025Q2: 2,745 shares; 2025Q3: 4,319 shares; 2025Q4: 3,342 shares; 2026Q1: 3,835 shares; 2026Q2: 3,931 shares 3,931 $272K 0.2% +96 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: 3,493 shares; 2024Q4: 3,522 shares; 2025Q1: 3,494 shares; 2025Q2: 3,530 shares; 2025Q3: 1,655 shares; 2025Q4: 691 shares; 2026Q1: 478 shares; 2026Q2: 290 shares 290 $272K 0.2% -188 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 1,319 shares; 2026Q2: 1,387 shares 1,387 $267K 0.2% +68 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: 4,219 shares; 2024Q4: 3,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,178 shares; 2025Q4: 2,173 shares; 2026Q1: 1,905 shares; 2026Q2: 1,846 shares 1,846 $265K 0.2% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 493 shares 493 $264K 0.19% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 2,642 shares; 2025Q1: 3,346 shares; 2025Q2: 3,688 shares; 2025Q3: 3,130 shares; 2025Q4: 2,506 shares; 2026Q1: 2,557 shares; 2026Q2: 1,426 shares 1,426 $263K 0.19% -1,131 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,571 shares; 2025Q4: 1,920 shares; 2026Q1: 1,865 shares; 2026Q2: 1,851 shares 1,851 $262K 0.19% -14 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 1,577 shares; 2025Q1: 2,349 shares; 2025Q2: 2,183 shares; 2025Q3: 2,241 shares; 2025Q4: 1,373 shares; 2026Q1: 1,935 shares; 2026Q2: 1,671 shares 1,671 $261K 0.19% -264 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,074 shares; 2024Q4: 6,060 shares; 2025Q1: 6,126 shares; 2025Q2: 5,749 shares; 2025Q3: 5,160 shares; 2025Q4: 5,348 shares; 2026Q1: 4,662 shares; 2026Q2: 4,431 shares 4,431 $259K 0.19% -231 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,191 shares; 2025Q4: 2,316 shares; 2026Q1: 2,387 shares; 2026Q2: 2,374 shares 2,374 $257K 0.19% -13 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,197 shares; 2025Q4: 1,155 shares; 2026Q1: 1,190 shares; 2026Q2: 1,191 shares 1,191 $253K 0.19% +1 Timeline ORACLE CORP ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,665 shares; 2026Q2: 5,711 shares 5,711 $248K 0.18% +46 RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,126 shares; 2025Q1: 1,128 shares; 2025Q2: 1,119 shares; 2025Q3: 1,219 shares; 2025Q4: 1,101 shares; 2026Q1: 1,128 shares; 2026Q2: 1,124 shares 1,124 $247K 0.18% -4 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,679 shares; 2024Q4: 1,655 shares; 2025Q1: not reported; 2025Q2: 1,649 shares; 2025Q3: 1,639 shares; 2025Q4: 1,582 shares; 2026Q1: 1,565 shares; 2026Q2: 1,555 shares 1,555 $245K 0.18% -10 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 148 shares; 2026Q2: 145 shares 145 $244K 0.18% -3 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP 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: 1,981 shares; 2025Q4: not reported; 2026Q1: 2,565 shares; 2026Q2: 2,139 shares 2,139 $243K 0.18% -426 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 858 shares 858 $242K 0.18% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,279 shares; 2026Q2: 12,212 shares 12,212 $242K 0.18% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,003 shares; 2026Q2: 1,006 shares 1,006 $241K 0.18% +3 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,424 shares; 2024Q4: 4,430 shares; 2025Q1: 4,311 shares; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: 2,205 shares; 2026Q1: 2,365 shares; 2026Q2: 2,565 shares 2,565 $240K 0.18% +200 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,219 shares; 2025Q4: 1,103 shares; 2026Q1: not reported; 2026Q2: 1,077 shares 1,077 $240K 0.18% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 1,347 shares; 2025Q1: 1,538 shares; 2025Q2: 1,611 shares; 2025Q3: 1,743 shares; 2025Q4: 1,579 shares; 2026Q1: 1,598 shares; 2026Q2: 1,612 shares 1,612 $236K 0.17% +14 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,577 shares; 2026Q1: 1,564 shares; 2026Q2: 1,564 shares 1,564 $235K 0.17% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,481 shares; 2024Q4: 5,016 shares; 2025Q1: 5,541 shares; 2025Q2: 5,540 shares; 2025Q3: 5,315 shares; 2025Q4: 5,416 shares; 2026Q1: 3,891 shares; 2026Q2: 3,666 shares 3,666 $235K 0.17% -225 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 2,505 shares; 2025Q1: 2,425 shares; 2025Q2: 2,613 shares; 2025Q3: 2,532 shares; 2025Q4: not reported; 2026Q1: 1,756 shares; 2026Q2: 1,741 shares 1,741 $234K 0.17% -15 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 2,747 shares; 2026Q2: 2,742 shares 2,742 $234K 0.17% -5 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,430 shares; 2025Q4: 2,353 shares; 2026Q1: 1,739 shares; 2026Q2: 1,523 shares 1,523 $233K 0.17% -216 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: 3,155 shares; 2024Q4: 3,404 shares; 2025Q1: 3,619 shares; 2025Q2: 4,763 shares; 2025Q3: 4,330 shares; 2025Q4: 2,996 shares; 2026Q1: 2,865 shares; 2026Q2: 1,639 shares 1,639 $233K 0.17% -1,226 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,197 shares; 2024Q4: 9,020 shares; 2025Q1: 9,208 shares; 2025Q2: 9,041 shares; 2025Q3: 8,589 shares; 2025Q4: 8,585 shares; 2026Q1: 5,343 shares; 2026Q2: 5,193 shares 5,193 $231K 0.17% -150 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,948 shares; 2026Q2: 8,948 shares 8,948 $230K 0.17% -1,000 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 528 shares; 2026Q2: 570 shares 570 $230K 0.17% +42 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA 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: 3,679 shares 3,679 $227K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 702 shares; 2026Q2: 701 shares 701 $226K 0.17% -1 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 1,762 shares; 2026Q2: 1,762 shares 1,762 $225K 0.17% 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: 619 shares; 2025Q4: 639 shares; 2026Q1: 604 shares; 2026Q2: 606 shares 606 $225K 0.17% +2 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,337 shares; 2026Q2: 7,305 shares 7,305 $223K 0.16% -32 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 1,321 shares; 2025Q2: 1,335 shares; 2025Q3: 1,760 shares; 2025Q4: not reported; 2026Q1: 1,548 shares; 2026Q2: 1,545 shares 1,545 $222K 0.16% -3 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,552 shares; 2024Q4: not reported; 2025Q1: 3,849 shares; 2025Q2: 3,908 shares; 2025Q3: 3,800 shares; 2025Q4: 3,789 shares; 2026Q1: 2,487 shares; 2026Q2: 2,667 shares 2,667 $222K 0.16% +180 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: 3,420 shares; 2024Q4: 3,407 shares; 2025Q1: 3,415 shares; 2025Q2: 3,349 shares; 2025Q3: 4,633 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,107 shares 3,107 $213K 0.16% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,513 shares 1,513 $211K 0.16% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,972 shares; 2024Q4: 6,733 shares; 2025Q1: 5,952 shares; 2025Q2: 5,907 shares; 2025Q3: 5,770 shares; 2025Q4: 5,719 shares; 2026Q1: 3,176 shares; 2026Q2: 3,070 shares 3,070 $211K 0.16% -106 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 4,930 shares; 2025Q1: 5,393 shares; 2025Q2: 5,679 shares; 2025Q3: 6,262 shares; 2025Q4: 5,347 shares; 2026Q1: not reported; 2026Q2: 6,140 shares 6,140 $211K 0.16% new Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,051 shares 1,051 $210K 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,882 shares 2,882 $210K 0.15% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,314 shares; 2025Q4: not reported; 2026Q1: 2,209 shares; 2026Q2: 2,219 shares 2,219 $210K 0.15% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,517 shares 3,517 $209K 0.15% new 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: 2,416 shares; 2024Q4: not reported; 2025Q1: 2,361 shares; 2025Q2: not reported; 2025Q3: 2,160 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,137 shares 2,137 $208K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,539 shares 2,539 $205K 0.15% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY 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: 929 shares 929 $203K 0.15% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415 shares; 2026Q1: 412 shares; 2026Q2: 422 shares 422 $202K 0.15% +10 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,571 shares; 2026Q1: 13,000 shares; 2026Q2: 12,978 shares 12,978 $184K 0.14% -22 Timeline