NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288,852 shares; 2024Q4: 1,253,188 shares; 2025Q1: 1,164,413 shares; 2025Q2: 1,103,597 shares; 2025Q3: 1,058,355 shares; 2025Q4: 1,007,125 shares; 2026Q1: 959,072 shares; 2026Q2: 925,981 shares 925,981 $185M 8.2% -33,091 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: 508,284 shares; 2024Q4: 504,734 shares; 2025Q1: 495,222 shares; 2025Q2: 490,987 shares; 2025Q3: 484,141 shares; 2025Q4: 473,457 shares; 2026Q1: 465,028 shares; 2026Q2: 466,656 shares 466,656 $135M 5.97% +1,628 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: 202,199 shares; 2024Q4: 201,739 shares; 2025Q1: 200,624 shares; 2025Q2: 199,069 shares; 2025Q3: 201,380 shares; 2025Q4: 197,865 shares; 2026Q1: 197,266 shares; 2026Q2: 197,440 shares 197,440 $97.7M 4.33% +174 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: 257,494 shares; 2024Q4: 260,654 shares; 2025Q1: 258,331 shares; 2025Q2: 254,311 shares; 2025Q3: 258,077 shares; 2025Q4: 255,045 shares; 2026Q1: 245,252 shares; 2026Q2: 240,828 shares 240,828 $95.7M 4.23% -4,424 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: 594,321 shares; 2024Q4: 611,617 shares; 2025Q1: 603,028 shares; 2025Q2: 569,812 shares; 2025Q3: 557,282 shares; 2025Q4: 528,018 shares; 2026Q1: 509,648 shares; 2026Q2: 505,694 shares 505,694 $89.2M 3.95% -3,954 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: 254,352 shares; 2024Q4: 263,911 shares; 2025Q1: 260,747 shares; 2025Q2: 258,380 shares; 2025Q3: 252,538 shares; 2025Q4: 410,164 shares; 2026Q1: 239,926 shares; 2026Q2: 241,937 shares 241,937 $86.5M 3.83% +2,011 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: 187,673 shares; 2024Q4: 191,337 shares; 2025Q1: 193,537 shares; 2025Q2: 190,581 shares; 2025Q3: 192,040 shares; 2025Q4: 193,371 shares; 2026Q1: 200,049 shares; 2026Q2: 219,809 shares 219,809 $82M 3.63% +19,760 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: 10,056 shares; 2024Q4: 10,031 shares; 2025Q1: 51,683 shares; 2025Q2: 75,733 shares; 2025Q3: 84,727 shares; 2025Q4: 88,125 shares; 2026Q1: 97,914 shares; 2026Q2: 105,987 shares 105,987 $76.6M 3.39% +8,073 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: 143,366 shares; 2024Q4: 142,435 shares; 2025Q1: 139,809 shares; 2025Q2: 137,227 shares; 2025Q3: 138,416 shares; 2025Q4: 137,746 shares; 2026Q1: 138,822 shares; 2026Q2: 141,828 shares 141,828 $72.8M 3.22% +3,006 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: 934,810 shares; 2024Q4: 911,495 shares; 2025Q1: 872,108 shares; 2025Q2: 860,707 shares; 2025Q3: 888,694 shares; 2025Q4: 884,167 shares; 2026Q1: 891,158 shares; 2026Q2: 918,219 shares 918,219 $67.4M 2.98% +27,061 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,709 shares; 2024Q4: 473,212 shares; 2025Q1: 541,085 shares; 2025Q2: 552,757 shares; 2025Q3: 578,311 shares; 2025Q4: 577,117 shares; 2026Q1: 586,108 shares; 2026Q2: 608,136 shares 608,136 $61.9M 2.74% +22,028 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: 176,128 shares; 2024Q4: 175,067 shares; 2025Q1: 171,069 shares; 2025Q2: 167,967 shares; 2025Q3: 171,572 shares; 2025Q4: not reported; 2026Q1: 157,276 shares; 2026Q2: 159,384 shares 159,384 $56.3M 2.49% +2,108 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: 346,992 shares; 2024Q4: 347,370 shares; 2025Q1: 341,947 shares; 2025Q2: 340,883 shares; 2025Q3: 349,366 shares; 2025Q4: 346,657 shares; 2026Q1: 347,246 shares; 2026Q2: 404,420 shares 404,420 $47.8M 2.12% +57,174 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: 322,828 shares; 2024Q4: 325,657 shares; 2025Q1: 320,039 shares; 2025Q2: 307,169 shares; 2025Q3: 312,851 shares; 2025Q4: 304,685 shares; 2026Q1: 297,415 shares; 2026Q2: 298,592 shares 298,592 $45.2M 2% +1,177 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: 115,125 shares; 2024Q4: 118,907 shares; 2025Q1: 121,197 shares; 2025Q2: 125,244 shares; 2025Q3: 138,287 shares; 2025Q4: 139,835 shares; 2026Q1: 143,526 shares; 2026Q2: 150,929 shares 150,929 $42.4M 1.88% +7,403 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: 109,920 shares; 2024Q4: 109,621 shares; 2025Q1: 113,024 shares; 2025Q2: 120,767 shares; 2025Q3: 124,931 shares; 2025Q4: 124,825 shares; 2026Q1: 125,871 shares; 2026Q2: 134,256 shares 134,256 $42.3M 1.87% +8,385 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: 11,130 shares; 2024Q4: 10,870 shares; 2025Q1: 10,785 shares; 2025Q2: 10,551 shares; 2025Q3: 60,228 shares; 2025Q4: 87,749 shares; 2026Q1: 101,271 shares; 2026Q2: 111,710 shares 111,710 $42.2M 1.87% +10,439 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: 222,995 shares; 2024Q4: 228,453 shares; 2025Q1: 227,827 shares; 2025Q2: 214,788 shares; 2025Q3: 216,487 shares; 2025Q4: 211,926 shares; 2026Q1: 211,308 shares; 2026Q2: 212,366 shares 212,366 $40.5M 1.79% +1,058 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,009 shares; 2024Q4: 90,615 shares; 2025Q1: 118,279 shares; 2025Q2: 137,598 shares; 2025Q3: 138,943 shares; 2025Q4: 114,402 shares; 2026Q1: 114,099 shares; 2026Q2: 114,025 shares 114,025 $40.4M 1.79% -74 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: 166,577 shares; 2024Q4: 167,242 shares; 2025Q1: 164,762 shares; 2025Q2: 176,450 shares; 2025Q3: 167,855 shares; 2025Q4: 164,705 shares; 2026Q1: 165,951 shares; 2026Q2: 166,954 shares 166,954 $39.8M 1.76% +1,003 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,745 shares; 2024Q4: 306,949 shares; 2025Q1: 305,708 shares; 2025Q2: 304,362 shares; 2025Q3: 321,546 shares; 2025Q4: 323,613 shares; 2026Q1: 344,478 shares; 2026Q2: 355,461 shares 355,461 $39.7M 1.76% +10,983 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: 406,723 shares; 2024Q4: 409,686 shares; 2025Q1: 409,560 shares; 2025Q2: 406,631 shares; 2025Q3: 419,036 shares; 2025Q4: 419,859 shares; 2026Q1: 421,661 shares; 2026Q2: 415,235 shares 415,235 $37.7M 1.67% -6,426 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,646 shares; 2024Q4: 158,627 shares; 2025Q1: 157,882 shares; 2025Q2: 156,878 shares; 2025Q3: 148,786 shares; 2025Q4: 148,907 shares; 2026Q1: 145,410 shares; 2026Q2: 142,669 shares 142,669 $35M 1.55% -2,741 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: 227,587 shares; 2024Q4: 224,445 shares; 2025Q1: 217,520 shares; 2025Q2: 214,493 shares; 2025Q3: 209,592 shares; 2025Q4: 207,572 shares; 2026Q1: 205,401 shares; 2026Q2: 204,751 shares 204,751 $34.3M 1.52% -650 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: 55,705 shares; 2024Q4: 72,121 shares; 2025Q1: 85,052 shares; 2025Q2: 91,536 shares; 2025Q3: 92,881 shares; 2025Q4: 89,102 shares; 2026Q1: 91,876 shares; 2026Q2: 97,211 shares 97,211 $34.3M 1.52% +5,335 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: 286,119 shares; 2024Q4: 294,691 shares; 2025Q1: 298,110 shares; 2025Q2: 302,607 shares; 2025Q3: 316,243 shares; 2025Q4: 322,413 shares; 2026Q1: 330,329 shares; 2026Q2: 342,376 shares 342,376 $30.4M 1.34% +12,047 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,730 shares; 2024Q4: 52,254 shares; 2025Q1: 53,336 shares; 2025Q2: 54,310 shares; 2025Q3: 55,350 shares; 2025Q4: 53,905 shares; 2026Q1: 54,664 shares; 2026Q2: 54,499 shares 54,499 $27.1M 1.2% -165 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 36,825 shares; 2025Q4: 117,150 shares; 2026Q1: 155,682 shares; 2026Q2: 172,607 shares 172,607 $26.3M 1.16% +16,925 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: 288,396 shares; 2026Q1: 304,046 shares; 2026Q2: 413,512 shares 413,512 $24.9M 1.1% +109,466 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: 126,931 shares; 2024Q4: 123,935 shares; 2025Q1: 119,055 shares; 2025Q2: 112,692 shares; 2025Q3: 115,067 shares; 2025Q4: 111,478 shares; 2026Q1: 107,835 shares; 2026Q2: 109,866 shares 109,866 $24.5M 1.08% +2,031 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: 297,667 shares; 2024Q4: 298,312 shares; 2025Q1: 296,240 shares; 2025Q2: 297,776 shares; 2025Q3: 310,056 shares; 2025Q4: 308,296 shares; 2026Q1: 314,216 shares; 2026Q2: 186,679 shares 186,679 $23.4M 1.03% -127,537 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: 11,558 shares; 2024Q4: 11,717 shares; 2025Q1: 11,859 shares; 2025Q2: 11,855 shares; 2025Q3: 11,615 shares; 2025Q4: 11,507 shares; 2026Q1: 11,445 shares; 2026Q2: 11,096 shares 11,096 $22.1M 0.98% -349 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: 558,620 shares; 2024Q4: 542,340 shares; 2025Q1: 474,052 shares; 2025Q2: 427,649 shares; 2025Q3: 362,584 shares; 2025Q4: 328,752 shares; 2026Q1: 314,377 shares; 2026Q2: 315,063 shares 315,063 $22M 0.98% +686 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,332 shares; 2024Q4: 243,618 shares; 2025Q1: 107,785 shares; 2025Q2: 74,705 shares; 2025Q3: 72,634 shares; 2025Q4: 70,499 shares; 2026Q1: 68,974 shares; 2026Q2: 65,559 shares 65,559 $21.9M 0.97% -3,415 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55,441 shares; 2025Q1: 100,270 shares; 2025Q2: 125,044 shares; 2025Q3: 137,578 shares; 2025Q4: 138,881 shares; 2026Q1: 147,748 shares; 2026Q2: 149,240 shares 149,240 $21.4M 0.94% +1,492 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: 111,130 shares; 2024Q4: 96,756 shares; 2025Q1: 72,086 shares; 2025Q2: 59,563 shares; 2025Q3: 56,434 shares; 2025Q4: 51,983 shares; 2026Q1: 50,614 shares; 2026Q2: 49,233 shares 49,233 $20.7M 0.92% -1,381 Timeline RKT ROCKET COS INC More: the full row for ROCKET 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: 664,457 shares; 2025Q3: 868,376 shares; 2025Q4: 995,283 shares; 2026Q1: 1,141,083 shares; 2026Q2: 1,274,670 shares 1,274,670 $20.1M 0.89% +133,587 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: 87,974 shares; 2024Q4: 85,520 shares; 2025Q1: 81,415 shares; 2025Q2: 76,826 shares; 2025Q3: 78,597 shares; 2025Q4: 76,195 shares; 2026Q1: 76,014 shares; 2026Q2: 76,513 shares 76,513 $19.4M 0.86% +499 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: 71,199 shares; 2024Q4: 70,275 shares; 2025Q1: 49,298 shares; 2025Q2: 39,204 shares; 2025Q3: 36,702 shares; 2025Q4: 36,034 shares; 2026Q1: 35,057 shares; 2026Q2: 33,203 shares 33,203 $19.3M 0.85% -1,854 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,458 shares; 2024Q4: 86,735 shares; 2025Q1: 93,333 shares; 2025Q2: 110,736 shares; 2025Q3: 117,067 shares; 2025Q4: 129,867 shares; 2026Q1: 137,350 shares; 2026Q2: 157,897 shares 157,897 $18.8M 0.83% +20,547 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: 153,639 shares; 2024Q4: 151,519 shares; 2025Q1: 149,251 shares; 2025Q2: 146,280 shares; 2025Q3: 142,456 shares; 2025Q4: 136,966 shares; 2026Q1: 130,891 shares; 2026Q2: 127,833 shares 127,833 $18.7M 0.83% -3,058 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,946 shares; 2024Q4: 276,468 shares; 2025Q1: 297,372 shares; 2025Q2: 322,637 shares; 2025Q3: 366,984 shares; 2025Q4: 405,856 shares; 2026Q1: 439,682 shares; 2026Q2: 489,736 shares 489,736 $17.6M 0.78% +50,054 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: 122,753 shares; 2024Q4: 119,643 shares; 2025Q1: 112,400 shares; 2025Q2: 97,295 shares; 2025Q3: 88,585 shares; 2025Q4: 82,492 shares; 2026Q1: 70,673 shares; 2026Q2: 57,695 shares 57,695 $12.9M 0.57% -12,978 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,049 shares; 2024Q4: 206,639 shares; 2025Q1: 335,606 shares; 2025Q2: 403,405 shares; 2025Q3: 480,458 shares; 2025Q4: 541,880 shares; 2026Q1: 681,794 shares; 2026Q2: 699,538 shares 699,538 $12.5M 0.56% +17,744 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,447 shares 87,447 $12M 0.53% new 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: 109,084 shares; 2024Q4: 102,099 shares; 2025Q1: 76,358 shares; 2025Q2: 73,657 shares; 2025Q3: 81,871 shares; 2025Q4: 77,954 shares; 2026Q1: 73,392 shares; 2026Q2: 71,575 shares 71,575 $11.2M 0.5% -1,817 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES 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: 86,526 shares 86,526 $10.7M 0.47% new 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: 43,597 shares; 2024Q4: 79,486 shares; 2025Q1: 104,153 shares; 2025Q2: 123,325 shares; 2025Q3: 122,815 shares; 2025Q4: 98,991 shares; 2026Q1: 69,864 shares; 2026Q2: 67,163 shares 67,163 $10.5M 0.47% -2,701 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: 11,531 shares; 2024Q4: 11,355 shares; 2025Q1: 11,019 shares; 2025Q2: 10,986 shares; 2025Q3: 10,684 shares; 2025Q4: 10,592 shares; 2026Q1: 10,539 shares; 2026Q2: 10,721 shares 10,721 $10M 0.44% +182 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: 33,584 shares; 2024Q4: 33,693 shares; 2025Q1: 32,223 shares; 2025Q2: 29,540 shares; 2025Q3: 28,070 shares; 2025Q4: 28,750 shares; 2026Q1: 29,052 shares; 2026Q2: 29,167 shares 29,167 $7.34M 0.32% +115 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: 8,840 shares; 2024Q4: 8,748 shares; 2025Q1: 7,930 shares; 2025Q2: 7,174 shares; 2025Q3: 6,178 shares; 2025Q4: 6,062 shares; 2026Q1: 5,986 shares; 2026Q2: 5,915 shares 5,915 $7.09M 0.31% -71 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,240 shares; 2024Q4: 131,363 shares; 2025Q1: 216,172 shares; 2025Q2: 222,302 shares; 2025Q3: 230,472 shares; 2025Q4: 247,099 shares; 2026Q1: 271,570 shares; 2026Q2: 94,291 shares 94,291 $6.8M 0.3% -177,279 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: 292,651 shares; 2024Q4: 327,104 shares; 2025Q1: 334,055 shares; 2025Q2: 339,940 shares; 2025Q3: 332,087 shares; 2025Q4: 309,836 shares; 2026Q1: 296,422 shares; 2026Q2: 91,765 shares 91,765 $6.16M 0.27% -204,657 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: 11,686 shares; 2024Q4: 11,466 shares; 2025Q1: 11,908 shares; 2025Q2: 11,686 shares; 2025Q3: 11,839 shares; 2025Q4: not reported; 2026Q1: 11,794 shares; 2026Q2: 11,890 shares 11,890 $5.95M 0.26% +96 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: 17,820 shares; 2024Q4: 17,758 shares; 2025Q1: 17,082 shares; 2025Q2: 17,034 shares; 2025Q3: 16,749 shares; 2025Q4: 16,604 shares; 2026Q1: 16,408 shares; 2026Q2: 16,677 shares 16,677 $5.72M 0.25% +269 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,403 shares; 2024Q4: 130,997 shares; 2025Q1: 70,893 shares; 2025Q2: 57,722 shares; 2025Q3: 52,295 shares; 2025Q4: 50,920 shares; 2026Q1: 45,900 shares; 2026Q2: 45,658 shares 45,658 $5.44M 0.24% -242 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,694 shares; 2024Q4: 99,959 shares; 2025Q1: 103,363 shares; 2025Q2: 108,255 shares; 2025Q3: 120,601 shares; 2025Q4: 112,869 shares; 2026Q1: 119,065 shares; 2026Q2: 71,304 shares 71,304 $4.87M 0.22% -47,761 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: 10,554 shares; 2024Q4: 10,481 shares; 2025Q1: 9,665 shares; 2025Q2: 9,710 shares; 2025Q3: 9,391 shares; 2025Q4: 9,190 shares; 2026Q1: 9,072 shares; 2026Q2: 9,082 shares 9,082 $4.55M 0.2% +10 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: 6,854 shares; 2024Q4: 6,778 shares; 2025Q1: 6,778 shares; 2025Q2: 6,420 shares; 2025Q3: 6,254 shares; 2025Q4: 6,548 shares; 2026Q1: 5,403 shares; 2026Q2: 5,157 shares 5,157 $3.85M 0.17% -246 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,330 shares; 2024Q4: 49,330 shares; 2025Q1: 53,635 shares; 2025Q2: 55,120 shares; 2025Q3: 55,260 shares; 2025Q4: 52,600 shares; 2026Q1: 58,945 shares; 2026Q2: 54,027 shares 54,027 $3.74M 0.17% -4,918 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: 13,552 shares; 2024Q4: 13,402 shares; 2025Q1: 13,217 shares; 2025Q2: 13,087 shares; 2025Q3: 13,087 shares; 2025Q4: 12,989 shares; 2026Q1: 12,992 shares; 2026Q2: 13,190 shares 13,190 $3.59M 0.16% +198 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: 8,102 shares; 2024Q4: 7,956 shares; 2025Q1: 7,968 shares; 2025Q2: 6,198 shares; 2025Q3: 6,198 shares; 2025Q4: 6,408 shares; 2026Q1: 6,173 shares; 2026Q2: 40,913 shares 40,913 $3.52M 0.16% +34,740 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: 22,452 shares; 2024Q4: 21,031 shares; 2025Q1: 21,031 shares; 2025Q2: 21,467 shares; 2025Q3: 20,395 shares; 2025Q4: 19,448 shares; 2026Q1: 24,191 shares; 2026Q2: 22,362 shares 22,362 $3.28M 0.15% -1,829 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: 9,455 shares; 2024Q4: 9,440 shares; 2025Q1: 9,394 shares; 2025Q2: 9,049 shares; 2025Q3: 8,891 shares; 2025Q4: 9,157 shares; 2026Q1: 9,182 shares; 2026Q2: 8,882 shares 8,882 $3.22M 0.14% -300 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: 2,356 shares; 2024Q4: 2,312 shares; 2025Q1: 2,297 shares; 2025Q2: 2,536 shares; 2025Q3: 2,466 shares; 2025Q4: 2,465 shares; 2026Q1: 2,970 shares; 2026Q2: 2,930 shares 2,930 $3.12M 0.14% -40 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 11,935 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.13% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,777 shares; 2024Q4: 27,514 shares; 2025Q1: 26,303 shares; 2025Q2: 24,734 shares; 2025Q3: 23,276 shares; 2025Q4: 23,092 shares; 2026Q1: 22,387 shares; 2026Q2: 22,379 shares 22,379 $2.88M 0.13% -8 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: 12,558 shares; 2024Q4: 12,477 shares; 2025Q1: 10,999 shares; 2025Q2: 10,969 shares; 2025Q3: 10,796 shares; 2025Q4: 9,725 shares; 2026Q1: 9,617 shares; 2026Q2: 8,875 shares 8,875 $2.4M 0.11% -742 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: 11,572 shares; 2024Q4: 11,561 shares; 2025Q1: 11,475 shares; 2025Q2: 9,902 shares; 2025Q3: 9,903 shares; 2025Q4: 9,514 shares; 2026Q1: 10,898 shares; 2026Q2: 8,966 shares 8,966 $2.12M 0.09% -1,932 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: 4,346 shares; 2024Q4: 4,326 shares; 2025Q1: 3,902 shares; 2025Q2: 3,912 shares; 2025Q3: 3,912 shares; 2025Q4: 3,914 shares; 2026Q1: 3,964 shares; 2026Q2: 3,884 shares 3,884 $1.85M 0.08% -80 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: 25,708 shares; 2024Q4: 24,155 shares; 2025Q1: 21,832 shares; 2025Q2: 18,572 shares; 2025Q3: 16,896 shares; 2025Q4: 16,250 shares; 2026Q1: 15,342 shares; 2026Q2: 13,622 shares 13,622 $1.84M 0.08% -1,720 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: 20,121 shares; 2024Q4: 20,045 shares; 2025Q1: 19,920 shares; 2025Q2: 20,831 shares; 2025Q3: 20,980 shares; 2025Q4: 20,687 shares; 2026Q1: 20,434 shares; 2026Q2: 20,677 shares 20,677 $1.81M 0.08% +243 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: 22,628 shares; 2024Q4: 22,077 shares; 2025Q1: 20,066 shares; 2025Q2: 18,913 shares; 2025Q3: 18,264 shares; 2025Q4: 15,711 shares; 2026Q1: 16,986 shares; 2026Q2: 15,361 shares 15,361 $1.8M 0.08% -1,625 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: 24,800 shares; 2024Q4: 24,800 shares; 2025Q1: 24,729 shares; 2025Q2: 23,500 shares; 2025Q3: 23,250 shares; 2025Q4: 22,900 shares; 2026Q1: 23,115 shares; 2026Q2: 23,015 shares 23,015 $1.77M 0.08% -100 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,586 shares; 2024Q4: 97,687 shares; 2025Q1: 101,773 shares; 2025Q2: 111,431 shares; 2025Q3: 113,000 shares; 2025Q4: 116,514 shares; 2026Q1: 123,438 shares; 2026Q2: 31,065 shares 31,065 $1.69M 0.07% -92,373 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,163 shares; 2024Q4: 7,996 shares; 2025Q1: 7,022 shares; 2025Q2: 6,846 shares; 2025Q3: 6,686 shares; 2025Q4: 6,661 shares; 2026Q1: 6,446 shares; 2026Q2: 5,925 shares 5,925 $1.67M 0.07% -521 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: 14,861 shares; 2024Q4: 14,127 shares; 2025Q1: 12,252 shares; 2025Q2: 11,727 shares; 2025Q3: 11,094 shares; 2025Q4: 10,809 shares; 2026Q1: 10,870 shares; 2026Q2: 10,455 shares 10,455 $1.46M 0.06% -415 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: 6,266 shares; 2024Q4: 6,324 shares; 2025Q1: 6,298 shares; 2025Q2: 4,235 shares; 2025Q3: 4,438 shares; 2025Q4: 4,324 shares; 2026Q1: 4,363 shares; 2026Q2: 4,263 shares 4,263 $1.4M 0.06% -100 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: 14,004 shares; 2024Q4: 12,754 shares; 2025Q1: 12,935 shares; 2025Q2: 12,309 shares; 2025Q3: 12,270 shares; 2025Q4: 13,347 shares; 2026Q1: 12,084 shares; 2026Q2: 12,084 shares 12,084 $1.37M 0.06% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,612 shares; 2024Q4: 8,612 shares; 2025Q1: 8,612 shares; 2025Q2: 8,612 shares; 2025Q3: 8,612 shares; 2025Q4: 8,612 shares; 2026Q1: 8,613 shares; 2026Q2: 8,613 shares 8,613 $1.37M 0.06% 0 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: 30,000 shares; 2024Q4: 29,850 shares; 2025Q1: 29,750 shares; 2025Q2: 29,686 shares; 2025Q3: 28,986 shares; 2025Q4: 28,495 shares; 2026Q1: 28,495 shares; 2026Q2: 28,634 shares 28,634 $1.36M 0.06% +139 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: 10,650 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares; 2026Q2: 9,250 shares 9,250 $1.35M 0.06% 0 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: 120,729 shares; 2024Q4: 92,057 shares; 2025Q1: 96,578 shares; 2025Q2: 84,609 shares; 2025Q3: 72,480 shares; 2025Q4: 37,071 shares; 2026Q1: 39,344 shares; 2026Q2: 8,891 shares 8,891 $1.34M 0.06% -30,453 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: 1,576 shares; 2024Q4: 1,466 shares; 2025Q1: 1,476 shares; 2025Q2: 2,133 shares; 2025Q3: 2,093 shares; 2025Q4: 2,093 shares; 2026Q1: 2,062 shares; 2026Q2: 2,042 shares 2,042 $1.3M 0.06% -20 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: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,508 shares; 2025Q2: 3,418 shares; 2025Q3: 3,418 shares; 2025Q4: 3,418 shares; 2026Q1: 3,488 shares; 2026Q2: 3,488 shares 3,488 $1.28M 0.06% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,154 shares; 2024Q4: 32,104 shares; 2025Q1: 32,044 shares; 2025Q2: 14,928 shares; 2025Q3: 14,706 shares; 2025Q4: 12,832 shares; 2026Q1: 13,112 shares; 2026Q2: 13,087 shares 13,087 $1.27M 0.06% -25 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: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 3,214 shares; 2025Q2: 3,005 shares; 2025Q3: 3,004 shares; 2025Q4: 3,506 shares; 2026Q1: 3,781 shares; 2026Q2: 3,711 shares 3,711 $1.25M 0.06% -70 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,895 shares; 2024Q4: 8,895 shares; 2025Q1: 8,895 shares; 2025Q2: 8,895 shares; 2025Q3: 8,895 shares; 2025Q4: 8,895 shares; 2026Q1: 8,895 shares; 2026Q2: 8,895 shares 8,895 $1.22M 0.05% 0 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: 8,571 shares; 2024Q4: 7,952 shares; 2025Q1: 7,725 shares; 2025Q2: 7,539 shares; 2025Q3: 7,384 shares; 2025Q4: 7,388 shares; 2026Q1: 6,547 shares; 2026Q2: 6,347 shares 6,347 $1.2M 0.05% -200 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 709 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $1.2M 0.05% 0 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: 2,738 shares; 2024Q4: 3,057 shares; 2025Q1: 2,998 shares; 2025Q2: 2,958 shares; 2025Q3: 2,938 shares; 2025Q4: 2,914 shares; 2026Q1: 2,871 shares; 2026Q2: 3,071 shares 3,071 $1.14M 0.05% +200 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: 3,430 shares; 2024Q4: 3,415 shares; 2025Q1: 3,102 shares; 2025Q2: 3,107 shares; 2025Q3: 3,111 shares; 2025Q4: 1,782 shares; 2026Q1: 2,770 shares; 2026Q2: 2,769 shares 2,769 $1.13M 0.05% -1 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: 7,584 shares; 2024Q4: 7,434 shares; 2025Q1: 6,693 shares; 2025Q2: 7,647 shares; 2025Q3: 7,376 shares; 2025Q4: 8,126 shares; 2026Q1: 7,826 shares; 2026Q2: 7,826 shares 7,826 $1.12M 0.05% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,118 shares; 2024Q4: 8,128 shares; 2025Q1: 8,213 shares; 2025Q2: 8,619 shares; 2025Q3: 9,430 shares; 2025Q4: 8,470 shares; 2026Q1: 8,391 shares; 2026Q2: 8,099 shares 8,099 $1.11M 0.05% -292 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: 2,972 shares; 2024Q4: 2,868 shares; 2025Q1: 2,868 shares; 2025Q2: 2,804 shares; 2025Q3: 2,799 shares; 2025Q4: 2,779 shares; 2026Q1: 2,780 shares; 2026Q2: 2,760 shares 2,760 $1.1M 0.05% -20 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: 11,624 shares; 2024Q4: 10,984 shares; 2025Q1: 10,880 shares; 2025Q2: 10,773 shares; 2025Q3: 10,698 shares; 2025Q4: 11,455 shares; 2026Q1: 11,280 shares; 2026Q2: 11,014 shares 11,014 $1.06M 0.05% -266 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 756 shares; 2025Q1: 699 shares; 2025Q2: 754 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 757 shares; 2026Q2: 827 shares 827 $1.06M 0.05% +70 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: 20,024 shares; 2024Q4: 17,874 shares; 2025Q1: 17,500 shares; 2025Q2: 17,573 shares; 2025Q3: 16,892 shares; 2025Q4: 17,792 shares; 2026Q1: 17,904 shares; 2026Q2: 17,998 shares 17,998 $1.04M 0.05% +94 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,125 shares; 2024Q4: 5,025 shares; 2025Q1: 4,825 shares; 2025Q2: 4,891 shares; 2025Q3: 4,630 shares; 2025Q4: 4,755 shares; 2026Q1: 4,009 shares; 2026Q2: 3,354 shares 3,354 $981K 0.04% -655 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: not reported; 2025Q2: 2,130 shares; 2025Q3: 2,158 shares; 2025Q4: 2,308 shares; 2026Q1: 2,280 shares; 2026Q2: 2,265 shares 2,265 $977K 0.04% -15 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: 1,975 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,973 shares; 2025Q3: 1,973 shares; 2025Q4: 1,973 shares; 2026Q1: 1,973 shares; 2026Q2: 1,973 shares 1,973 $969K 0.04% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 5,402 shares 5,402 $963K 0.04% +5,186 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: 2,489 shares; 2024Q4: 2,489 shares; 2025Q1: 2,444 shares; 2025Q2: 3,224 shares; 2025Q3: 3,249 shares; 2025Q4: 3,030 shares; 2026Q1: 3,110 shares; 2026Q2: 3,277 shares 3,277 $913K 0.04% +167 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,057 shares; 2024Q4: 8,833 shares; 2025Q1: 8,843 shares; 2025Q2: 9,080 shares; 2025Q3: 9,079 shares; 2025Q4: 8,331 shares; 2026Q1: 8,145 shares; 2026Q2: 4,005 shares 4,005 $897K 0.04% -4,140 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,005 shares 4,005 $885K 0.04% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,651 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares; 2026Q2: 1,658 shares 1,658 $873K 0.04% 0 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: 1,733 shares; 2024Q4: 1,808 shares; 2025Q1: 1,805 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,701 shares; 2026Q1: 1,694 shares; 2026Q2: 6,812 shares 6,812 $846K 0.04% +5,118 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,841 shares; 2025Q2: 1,843 shares; 2025Q3: 1,865 shares; 2025Q4: 1,866 shares; 2026Q1: 1,866 shares; 2026Q2: 1,866 shares 1,866 $845K 0.04% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,145 shares; 2024Q4: 2,945 shares; 2025Q1: 2,960 shares; 2025Q2: 2,961 shares; 2025Q3: 2,977 shares; 2025Q4: 2,978 shares; 2026Q1: 2,863 shares; 2026Q2: 2,764 shares 2,764 $747K 0.03% -99 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,752 shares; 2025Q3: 4,752 shares; 2025Q4: 4,752 shares; 2026Q1: 4,750 shares; 2026Q2: 4,750 shares 4,750 $735K 0.03% 0 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: 4,262 shares; 2026Q1: 4,181 shares; 2026Q2: 4,467 shares 4,467 $729K 0.03% +286 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,468 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares; 2026Q1: 2,400 shares; 2026Q2: 2,478 shares 2,478 $727K 0.03% +78 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: 10,500 shares; 2024Q4: 8,750 shares; 2025Q1: 7,686 shares; 2025Q2: 7,622 shares; 2025Q3: 7,377 shares; 2025Q4: 7,380 shares; 2026Q1: 7,405 shares; 2026Q2: 7,105 shares 7,105 $726K 0.03% -300 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: 9,262 shares; 2024Q4: 8,700 shares; 2025Q1: 8,525 shares; 2025Q2: 9,005 shares; 2025Q3: 8,564 shares; 2025Q4: 9,293 shares; 2026Q1: 8,111 shares; 2026Q2: 7,703 shares 7,703 $706K 0.03% -408 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: 1,504 shares; 2024Q4: 1,479 shares; 2025Q1: 1,505 shares; 2025Q2: 1,442 shares; 2025Q3: 1,417 shares; 2025Q4: 1,409 shares; 2026Q1: 1,384 shares; 2026Q2: 1,359 shares 1,359 $705K 0.03% -25 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 509 shares; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 385 shares; 2025Q4: 468 shares; 2026Q1: 793 shares; 2026Q2: 953 shares 953 $702K 0.03% +160 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: 3,252 shares; 2024Q4: 3,144 shares; 2025Q1: 3,109 shares; 2025Q2: 2,612 shares; 2025Q3: 2,277 shares; 2025Q4: 2,240 shares; 2026Q1: 2,225 shares; 2026Q2: 2,224 shares 2,224 $700K 0.03% -1 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: 10,021 shares; 2024Q4: 9,821 shares; 2025Q1: 9,589 shares; 2025Q2: 9,448 shares; 2025Q3: 9,231 shares; 2025Q4: 9,190 shares; 2026Q1: 8,353 shares; 2026Q2: 8,353 shares 8,353 $679K 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: 2,159 shares; 2024Q4: 2,134 shares; 2025Q1: 2,109 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,333 shares; 2026Q1: 2,130 shares; 2026Q2: 2,145 shares 2,145 $639K 0.03% +15 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: 5,972 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,962 shares; 2025Q3: 5,897 shares; 2025Q4: 6,147 shares; 2026Q1: 6,120 shares; 2026Q2: 5,670 shares 5,670 $622K 0.03% -450 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,004 shares; 2025Q3: 3,015 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $618K 0.03% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,018 shares; 2026Q2: 6,468 shares 6,468 $611K 0.03% -550 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,324 shares; 2024Q4: 5,324 shares; 2025Q1: 5,368 shares; 2025Q2: 5,573 shares; 2025Q3: 5,526 shares; 2025Q4: 5,686 shares; 2026Q1: 5,686 shares; 2026Q2: 7,190 shares 7,190 $609K 0.03% +1,504 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: 1,291 shares; 2024Q4: 1,222 shares; 2025Q1: 1,202 shares; 2025Q2: 1,285 shares; 2025Q3: 1,169 shares; 2025Q4: 1,172 shares; 2026Q1: 1,145 shares; 2026Q2: 1,080 shares 1,080 $608K 0.03% -65 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,018 shares; 2024Q4: 6,808 shares; 2025Q1: 6,468 shares; 2025Q2: 6,073 shares; 2025Q3: 6,054 shares; 2025Q4: 5,789 shares; 2026Q1: 3,679 shares; 2026Q2: 3,404 shares 3,404 $604K 0.03% -275 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,356 shares 4,356 $578K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,553 shares; 2025Q4: 1,555 shares; 2026Q1: 1,474 shares; 2026Q2: 1,324 shares 1,324 $574K 0.03% -150 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: 18,096 shares; 2024Q4: 18,096 shares; 2025Q1: 17,346 shares; 2025Q2: 16,596 shares; 2025Q3: 16,121 shares; 2025Q4: 16,921 shares; 2026Q1: 16,171 shares; 2026Q2: 15,371 shares 15,371 $565K 0.03% -800 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,620 shares; 2025Q2: 5,620 shares; 2025Q3: 5,620 shares; 2025Q4: 5,622 shares; 2026Q1: 5,030 shares; 2026Q2: 5,030 shares 5,030 $560K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 441 shares; 2026Q1: 462 shares; 2026Q2: 472 shares 472 $555K 0.02% +10 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: 1,681 shares; 2024Q4: 1,321 shares; 2025Q1: 1,343 shares; 2025Q2: 1,289 shares; 2025Q3: 1,272 shares; 2025Q4: 1,581 shares; 2026Q1: 1,488 shares; 2026Q2: 1,459 shares 1,459 $545K 0.02% -29 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,233 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,233 shares; 2026Q2: 2,233 shares 2,233 $507K 0.02% 0 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: 1,365 shares; 2024Q4: 1,355 shares; 2025Q1: 1,390 shares; 2025Q2: 1,446 shares; 2025Q3: 1,533 shares; 2025Q4: 2,283 shares; 2026Q1: 2,284 shares; 2026Q2: 2,284 shares 2,284 $504K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,846 shares; 2024Q4: 6,312 shares; 2025Q1: 4,565 shares; 2025Q2: 3,846 shares; 2025Q3: 3,271 shares; 2025Q4: 3,112 shares; 2026Q1: 2,989 shares; 2026Q2: 2,839 shares 2,839 $499K 0.02% -150 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: 4,132 shares; 2024Q4: 4,136 shares; 2025Q1: 4,153 shares; 2025Q2: 4,048 shares; 2025Q3: 3,867 shares; 2025Q4: 3,875 shares; 2026Q1: 3,877 shares; 2026Q2: 3,877 shares 3,877 $491K 0.02% 0 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: 597 shares; 2024Q4: 665 shares; 2025Q1: 684 shares; 2025Q2: 844 shares; 2025Q3: 827 shares; 2025Q4: 737 shares; 2026Q1: 726 shares; 2026Q2: 647 shares 647 $484K 0.02% -79 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,362 shares; 2024Q4: 220,493 shares; 2025Q1: 234,240 shares; 2025Q2: 260,330 shares; 2025Q3: 330,361 shares; 2025Q4: 310,564 shares; 2026Q1: 257,540 shares; 2026Q2: 77,882 shares 77,882 $473K 0.02% -179,658 Timeline VOT 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: 2,241 shares; 2024Q4: 2,214 shares; 2025Q1: 2,084 shares; 2025Q2: 1,610 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $459K 0.02% 0 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: 8,680 shares; 2024Q4: 8,365 shares; 2025Q1: 8,365 shares; 2025Q2: 8,367 shares; 2025Q3: 8,367 shares; 2025Q4: 8,525 shares; 2026Q1: 8,365 shares; 2026Q2: 3,288 shares 3,288 $446K 0.02% -5,077 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: not reported; 2026Q2: 381 shares 381 $439K 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 545 shares; 2025Q1: 553 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,621 shares; 2026Q2: 1,155 shares 1,155 $433K 0.02% -466 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares 1,380 $415K 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: 3,744 shares; 2024Q4: 3,744 shares; 2025Q1: 3,744 shares; 2025Q2: 3,454 shares; 2025Q3: 3,454 shares; 2025Q4: 3,458 shares; 2026Q1: 3,455 shares; 2026Q2: 3,455 shares 3,455 $403K 0.02% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,093 shares; 2024Q4: 10,093 shares; 2025Q1: 10,093 shares; 2025Q2: 10,093 shares; 2025Q3: 10,093 shares; 2025Q4: 10,093 shares; 2026Q1: 10,093 shares; 2026Q2: 10,093 shares 10,093 $392K 0.02% 0 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,600 shares; 2025Q3: 10,225 shares; 2025Q4: 9,875 shares; 2026Q1: 9,375 shares; 2026Q2: 9,375 shares 9,375 $389K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,199 shares; 2024Q4: 138,312 shares; 2025Q1: 15,276 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $387K 0.02% 0 Timeline KMX CARMAX INC More: the full row for CARMAX 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: 7,320 shares; 2026Q2: 7,320 shares 7,320 $387K 0.02% 0 Timeline SDY 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: 4,776 shares; 2024Q4: 5,145 shares; 2025Q1: 5,095 shares; 2025Q2: 4,522 shares; 2025Q3: 4,543 shares; 2025Q4: 4,317 shares; 2026Q1: 2,026 shares; 2026Q2: 2,529 shares 2,529 $385K 0.02% +503 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: 705 shares; 2024Q4: 1,524 shares; 2025Q1: 1,532 shares; 2025Q2: 1,399 shares; 2025Q3: 1,369 shares; 2025Q4: 1,321 shares; 2026Q1: not reported; 2026Q2: 1,120 shares 1,120 $382K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,973 shares; 2026Q2: 3,682 shares 3,682 $379K 0.02% +709 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 856 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 756 shares; 2026Q2: 4,536 shares 4,536 $375K 0.02% +3,780 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: not reported; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,450 shares; 2025Q3: 1,614 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,837 shares 1,837 $370K 0.02% -3 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,974 shares; 2024Q4: 12,283 shares; 2025Q1: 5,753 shares; 2025Q2: 4,004 shares; 2025Q3: 4,004 shares; 2025Q4: 3,755 shares; 2026Q1: 3,345 shares; 2026Q2: 3,395 shares 3,395 $370K 0.02% +50 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: 1,712 shares; 2024Q4: 1,412 shares; 2025Q1: 1,212 shares; 2025Q2: 1,615 shares; 2025Q3: 1,587 shares; 2025Q4: 2,566 shares; 2026Q1: 2,274 shares; 2026Q2: 2,212 shares 2,212 $367K 0.02% -62 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 901 shares; 2025Q3: 851 shares; 2025Q4: 851 shares; 2026Q1: 851 shares; 2026Q2: 851 shares 851 $363K 0.02% 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: 434 shares; 2024Q4: 446 shares; 2025Q1: 498 shares; 2025Q2: 482 shares; 2025Q3: 526 shares; 2025Q4: 5,260 shares; 2026Q1: 5,274 shares; 2026Q2: 5,059 shares 5,059 $361K 0.02% -215 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,102 shares; 2025Q3: 952 shares; 2025Q4: 877 shares; 2026Q1: 901 shares; 2026Q2: 877 shares 877 $359K 0.02% -24 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: 5,581 shares; 2024Q4: 5,376 shares; 2025Q1: 5,361 shares; 2025Q2: 5,186 shares; 2025Q3: 5,003 shares; 2025Q4: 4,906 shares; 2026Q1: 4,904 shares; 2026Q2: 4,904 shares 4,904 $352K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,856 shares; 2024Q4: 4,786 shares; 2025Q1: 4,796 shares; 2025Q2: 4,243 shares; 2025Q3: 3,893 shares; 2025Q4: 3,159 shares; 2026Q1: 3,210 shares; 2026Q2: 2,661 shares 2,661 $348K 0.02% -549 Timeline JBL JABIL INC More: the full row for JABIL 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: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $347K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,300 shares 2,300 $340K 0.02% -300 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,100 shares; 2025Q2: 1,065 shares; 2025Q3: 1,049 shares; 2025Q4: 990 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $339K 0.02% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351 shares; 2025Q4: 459 shares; 2026Q1: 679 shares; 2026Q2: 492 shares 492 $338K 0.01% -187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 896 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $337K 0.01% 0 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: 5,872 shares; 2024Q4: 5,872 shares; 2025Q1: 5,072 shares; 2025Q2: 5,243 shares; 2025Q3: 5,205 shares; 2025Q4: 6,849 shares; 2026Q1: 6,506 shares; 2026Q2: 7,948 shares 7,948 $337K 0.01% +1,442 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,850 shares; 2025Q4: 1,791 shares; 2026Q1: 1,792 shares; 2026Q2: 1,966 shares 1,966 $320K 0.01% +174 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,013 shares; 2024Q4: 2,036 shares; 2025Q1: 1,925 shares; 2025Q2: 2,013 shares; 2025Q3: 2,021 shares; 2025Q4: 2,013 shares; 2026Q1: 2,013 shares; 2026Q2: 2,013 shares 2,013 $306K 0.01% 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: 1,483 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,398 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $303K 0.01% 0 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: 1,450 shares; 2024Q4: 1,440 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,241 shares; 2025Q4: 1,239 shares; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $297K 0.01% new 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: 1,154 shares 1,154 $295K 0.01% new 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: 21,946 shares; 2024Q4: 21,346 shares; 2025Q1: 19,414 shares; 2025Q2: 17,808 shares; 2025Q3: 15,873 shares; 2025Q4: 13,103 shares; 2026Q1: 11,972 shares; 2026Q2: 12,172 shares 12,172 $293K 0.01% +200 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: 2,716 shares; 2025Q1: 2,426 shares; 2025Q2: 2,426 shares; 2025Q3: 2,351 shares; 2025Q4: 2,266 shares; 2026Q1: 2,167 shares; 2026Q2: 2,092 shares 2,092 $291K 0.01% -75 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,256 shares; 2025Q3: 1,250 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares; 2026Q2: 1,250 shares 1,250 $287K 0.01% -1 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: 12,455 shares; 2024Q4: 12,255 shares; 2025Q1: 11,051 shares; 2025Q2: 9,975 shares; 2025Q3: 9,900 shares; 2025Q4: 9,758 shares; 2026Q1: 8,608 shares; 2026Q2: 8,150 shares 8,150 $284K 0.01% -458 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,608 shares; 2025Q1: 2,582 shares; 2025Q2: 2,185 shares; 2025Q3: 2,085 shares; 2025Q4: 2,089 shares; 2026Q1: 1,940 shares; 2026Q2: 1,640 shares 1,640 $279K 0.01% -300 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,347 shares; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,348 shares; 2026Q2: 1,898 shares 1,898 $276K 0.01% -450 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 14,767 shares; 2026Q2: 15,767 shares 15,767 $274K 0.01% +1,000 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: 918 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 929 shares; 2026Q2: 828 shares 828 $263K 0.01% -101 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $250K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,095 shares; 2024Q4: 1,820 shares; 2025Q1: 1,770 shares; 2025Q2: 1,710 shares; 2025Q3: 1,685 shares; 2025Q4: 1,686 shares; 2026Q1: 1,501 shares; 2026Q2: 1,425 shares 1,425 $238K 0.01% -76 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: 4,508 shares; 2024Q4: 4,365 shares; 2025Q1: 5,882 shares; 2025Q2: 3,665 shares; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares; 2026Q1: 3,295 shares; 2026Q2: 3,295 shares 3,295 $235K 0.01% 0 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,250 shares; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $233K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $232K 0.01% 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: 2,069 shares; 2024Q4: 1,722 shares; 2025Q1: 1,633 shares; 2025Q2: 1,527 shares; 2025Q3: 1,530 shares; 2025Q4: 1,348 shares; 2026Q1: not reported; 2026Q2: 1,420 shares 1,420 $230K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513 shares 513 $228K 0.01% new 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: 817 shares; 2024Q4: 817 shares; 2025Q1: 707 shares; 2025Q2: 832 shares; 2025Q3: 830 shares; 2025Q4: 740 shares; 2026Q1: 722 shares; 2026Q2: 674 shares 674 $228K 0.01% -48 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: 5,613 shares; 2024Q4: 5,452 shares; 2025Q1: 4,180 shares; 2025Q2: 4,180 shares; 2025Q3: 4,240 shares; 2025Q4: 4,240 shares; 2026Q1: 3,710 shares; 2026Q2: 3,390 shares 3,390 $228K 0.01% -320 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,835 shares; 2024Q4: 8,836 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,838 shares; 2026Q2: 5,839 shares 5,839 $228K 0.01% +1 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: 297 shares; 2025Q3: 297 shares; 2025Q4: 272 shares; 2026Q1: 258 shares; 2026Q2: 230 shares 230 $225K 0.01% -28 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 939 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 742 shares 742 $223K 0.01% new 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: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 1,409 shares; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares; 2025Q4: 1,698 shares; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $222K 0.01% new 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: 6,000 shares; 2024Q4: 5,650 shares; 2025Q1: 3,555 shares; 2025Q2: 3,525 shares; 2025Q3: 3,492 shares; 2025Q4: 3,375 shares; 2026Q1: 3,353 shares; 2026Q2: 2,576 shares 2,576 $215K 0.01% -777 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: not reported; 2024Q4: 1,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 998 shares; 2026Q2: 856 shares 856 $211K 0.01% -142 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,016 shares; 2025Q2: 952 shares; 2025Q3: 969 shares; 2025Q4: 952 shares; 2026Q1: not reported; 2026Q2: 952 shares 952 $208K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,058 shares 1,058 $202K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,650 shares; 2024Q4: 22,178 shares; 2025Q1: 22,178 shares; 2025Q2: 22,178 shares; 2025Q3: 22,178 shares; 2025Q4: 22,178 shares; 2026Q1: 22,178 shares; 2026Q2: 22,178 shares 22,178 $151K 0.01% 0 Timeline