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: 17,080 shares; 2024Q4: 17,278 shares; 2025Q1: 17,525 shares; 2025Q2: 16,036 shares; 2025Q3: 17,874 shares; 2025Q4: 17,871 shares; 2026Q1: 17,920 shares; 2026Q2: 16,036 shares 16,036 $18.5M 6.21% -1,884 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: 59,107 shares; 2024Q4: 58,335 shares; 2025Q1: 56,189 shares; 2025Q2: 50,035 shares; 2025Q3: 56,146 shares; 2025Q4: 55,555 shares; 2026Q1: 52,455 shares; 2026Q2: 50,035 shares 50,035 $17.9M 6% -2,420 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: 77,505 shares; 2024Q4: 77,479 shares; 2025Q1: 76,001 shares; 2025Q2: 75,435 shares; 2025Q3: 75,851 shares; 2025Q4: 75,833 shares; 2026Q1: 75,617 shares; 2026Q2: 75,435 shares 75,435 $15.1M 5.07% -182 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: 57,136 shares; 2024Q4: 55,788 shares; 2025Q1: 51,973 shares; 2025Q2: 50,402 shares; 2025Q3: 52,362 shares; 2025Q4: 53,597 shares; 2026Q1: 53,146 shares; 2026Q2: 50,402 shares 50,402 $14.6M 4.9% -2,744 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,465 shares; 2024Q4: 12,154 shares; 2025Q1: 11,930 shares; 2025Q2: 11,647 shares; 2025Q3: 11,826 shares; 2025Q4: 11,750 shares; 2026Q1: 11,643 shares; 2026Q2: 11,647 shares 11,647 $14M 4.69% +4 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: 25,655 shares; 2024Q4: 27,278 shares; 2025Q1: 25,174 shares; 2025Q2: 32,358 shares; 2025Q3: 25,040 shares; 2025Q4: 28,150 shares; 2026Q1: 28,180 shares; 2026Q2: 32,358 shares 32,358 $12.1M 4.05% +4,178 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: 73,325 shares; 2024Q4: 72,515 shares; 2025Q1: 69,663 shares; 2025Q2: 61,033 shares; 2025Q3: 64,862 shares; 2025Q4: 61,394 shares; 2026Q1: 61,326 shares; 2026Q2: 61,033 shares 61,033 $8.94M 3% -293 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: 68,563 shares; 2024Q4: 67,069 shares; 2025Q1: 60,684 shares; 2025Q2: 52,365 shares; 2025Q3: 60,726 shares; 2025Q4: 59,267 shares; 2026Q1: 57,056 shares; 2026Q2: 52,365 shares 52,365 $7.93M 2.66% -4,691 Timeline ARISTA NETWORKS INC 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: 10,741 shares; 2024Q4: 43,142 shares; 2025Q1: 43,032 shares; 2025Q2: 41,786 shares; 2025Q3: 43,037 shares; 2025Q4: 42,573 shares; 2026Q1: 42,122 shares; 2026Q2: 41,786 shares 41,786 $7.1M 2.38% -336 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,796 shares; 2024Q4: 22,001 shares; 2025Q1: 20,702 shares; 2025Q2: 20,218 shares; 2025Q3: 20,606 shares; 2025Q4: 20,345 shares; 2026Q1: 20,289 shares; 2026Q2: 20,218 shares 20,218 $6.94M 2.33% -71 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: 49,057 shares; 2024Q4: 48,950 shares; 2025Q1: 48,284 shares; 2025Q2: 50,307 shares; 2025Q3: 49,110 shares; 2025Q4: 48,497 shares; 2026Q1: 47,507 shares; 2026Q2: 50,307 shares 50,307 $5.91M 1.98% +2,800 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: 15,939 shares; 2024Q4: 15,996 shares; 2025Q1: 15,753 shares; 2025Q2: 15,704 shares; 2025Q3: 16,154 shares; 2025Q4: 16,119 shares; 2026Q1: 15,813 shares; 2026Q2: 15,704 shares 15,704 $5.69M 1.91% -109 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,400 shares; 2024Q4: 19,029 shares; 2025Q1: 17,623 shares; 2025Q2: 16,460 shares; 2025Q3: 17,556 shares; 2025Q4: 17,296 shares; 2026Q1: 16,892 shares; 2026Q2: 16,460 shares 16,460 $5.43M 1.82% -432 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: 7,530 shares; 2024Q4: 7,993 shares; 2025Q1: 6,451 shares; 2025Q2: 7,492 shares; 2025Q3: 5,619 shares; 2025Q4: 5,968 shares; 2026Q1: 5,851 shares; 2026Q2: 7,492 shares 7,492 $5.15M 1.73% +1,641 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: 9,149 shares; 2024Q4: 9,288 shares; 2025Q1: 9,146 shares; 2025Q2: 9,064 shares; 2025Q3: 9,188 shares; 2025Q4: 9,079 shares; 2026Q1: 9,074 shares; 2026Q2: 9,064 shares 9,064 $5.11M 1.71% -10 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: 17,995 shares; 2024Q4: 17,050 shares; 2025Q1: 15,595 shares; 2025Q2: 14,882 shares; 2025Q3: 15,465 shares; 2025Q4: 15,210 shares; 2026Q1: 15,012 shares; 2026Q2: 14,882 shares 14,882 $4.87M 1.64% -130 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: 37,195 shares; 2024Q4: 38,090 shares; 2025Q1: 36,873 shares; 2025Q2: 33,668 shares; 2025Q3: 37,482 shares; 2025Q4: 38,699 shares; 2026Q1: 35,162 shares; 2026Q2: 33,668 shares 33,668 $4.6M 1.55% -1,494 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: 13,157 shares; 2024Q4: 12,973 shares; 2025Q1: 12,078 shares; 2025Q2: 10,733 shares; 2025Q3: 12,334 shares; 2025Q4: 12,445 shares; 2026Q1: 12,435 shares; 2026Q2: 10,733 shares 10,733 $4.57M 1.54% -1,702 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: 21,388 shares; 2024Q4: 20,976 shares; 2025Q1: 19,982 shares; 2025Q2: 20,043 shares; 2025Q3: 20,156 shares; 2025Q4: 20,152 shares; 2026Q1: 20,034 shares; 2026Q2: 20,043 shares 20,043 $4.49M 1.51% +9 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: 17,512 shares; 2024Q4: 17,599 shares; 2025Q1: 17,444 shares; 2025Q2: 17,452 shares; 2025Q3: 17,473 shares; 2025Q4: 17,509 shares; 2026Q1: 17,497 shares; 2026Q2: 17,452 shares 17,452 $4.16M 1.4% -45 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: 42,899 shares; 2024Q4: 41,441 shares; 2025Q1: 40,341 shares; 2025Q2: 39,960 shares; 2025Q3: 40,412 shares; 2025Q4: 40,325 shares; 2026Q1: 39,934 shares; 2026Q2: 39,960 shares 39,960 $3.93M 1.32% +26 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: 25,186 shares; 2024Q4: 21,997 shares; 2025Q1: 20,463 shares; 2025Q2: 15,146 shares; 2025Q3: 20,948 shares; 2025Q4: 17,934 shares; 2026Q1: 17,237 shares; 2026Q2: 15,146 shares 15,146 $3.85M 1.29% -2,091 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: 6,938 shares; 2024Q4: 6,967 shares; 2025Q1: 6,967 shares; 2025Q2: 7,171 shares; 2025Q3: 7,124 shares; 2025Q4: 7,105 shares; 2026Q1: 7,185 shares; 2026Q2: 7,171 shares 7,171 $3.68M 1.24% -14 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: 41,795 shares; 2024Q4: 41,502 shares; 2025Q1: 40,926 shares; 2025Q2: 37,325 shares; 2025Q3: 41,271 shares; 2025Q4: 39,679 shares; 2026Q1: 38,918 shares; 2026Q2: 37,325 shares 37,325 $3.59M 1.21% -1,593 Timeline BERKSHIRE HATHAWAY INC DEL 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: 281 shares; 2024Q4: 371 shares; 2025Q1: 346 shares; 2025Q2: 6,713 shares; 2025Q3: 336 shares; 2025Q4: 310 shares; 2026Q1: 291 shares; 2026Q2: 6,713 shares 6,713 $3.36M 1.13% +6,422 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: 12,447 shares; 2024Q4: 11,292 shares; 2025Q1: 10,320 shares; 2025Q2: 9,682 shares; 2025Q3: 10,095 shares; 2025Q4: 9,923 shares; 2026Q1: 9,772 shares; 2026Q2: 9,682 shares 9,682 $3.27M 1.1% -90 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: 66,242 shares; 2024Q4: 59,781 shares; 2025Q1: 56,726 shares; 2025Q2: 38,406 shares; 2025Q3: 56,162 shares; 2025Q4: 46,674 shares; 2026Q1: 43,953 shares; 2026Q2: 38,406 shares 38,406 $3.21M 1.08% -5,547 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 8,361 shares; 2025Q3: 94 shares; 2025Q4: 88 shares; 2026Q1: 8,349 shares; 2026Q2: 8,361 shares 8,361 $3.16M 1.06% +12 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 2,832 shares; 2025Q1: 2,727 shares; 2025Q2: 2,539 shares; 2025Q3: 2,694 shares; 2025Q4: 2,634 shares; 2026Q1: 2,568 shares; 2026Q2: 2,539 shares 2,539 $3.03M 1.02% -29 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: 8,165 shares; 2024Q4: 8,224 shares; 2025Q1: 7,850 shares; 2025Q2: 8,557 shares; 2025Q3: 8,468 shares; 2025Q4: 8,581 shares; 2026Q1: 8,542 shares; 2026Q2: 8,557 shares 8,557 $3.02M 1.01% +15 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: 19,163 shares; 2024Q4: 19,225 shares; 2025Q1: 19,074 shares; 2025Q2: 19,189 shares; 2025Q3: 19,397 shares; 2025Q4: 19,276 shares; 2026Q1: 19,177 shares; 2026Q2: 19,189 shares 19,189 $3.01M 1.01% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,058 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,058 shares 11,058 $2.99M 1% new 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: 11,018 shares; 2024Q4: 11,073 shares; 2025Q1: 11,023 shares; 2025Q2: 10,957 shares; 2025Q3: 10,920 shares; 2025Q4: 10,882 shares; 2026Q1: 10,927 shares; 2026Q2: 10,957 shares 10,957 $2.96M 0.99% +30 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: 14,241 shares; 2024Q4: 12,066 shares; 2025Q1: 10,869 shares; 2025Q2: 10,437 shares; 2025Q3: 10,859 shares; 2025Q4: 10,706 shares; 2026Q1: 10,444 shares; 2026Q2: 10,437 shares 10,437 $2.91M 0.98% -7 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: 15,941 shares; 2024Q4: 13,801 shares; 2025Q1: 12,416 shares; 2025Q2: 12,211 shares; 2025Q3: 12,381 shares; 2025Q4: 12,381 shares; 2026Q1: 12,388 shares; 2026Q2: 12,211 shares 12,211 $2.91M 0.98% -177 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,070 shares; 2024Q4: 21,120 shares; 2025Q1: 20,605 shares; 2025Q2: 19,754 shares; 2025Q3: 21,630 shares; 2025Q4: 21,020 shares; 2026Q1: 19,774 shares; 2026Q2: 19,754 shares 19,754 $2.78M 0.93% -20 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,308 shares; 2025Q3: not reported; 2025Q4: 16,363 shares; 2026Q1: 16,265 shares; 2026Q2: 16,308 shares 16,308 $2.77M 0.93% +43 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: 22,278 shares; 2024Q4: 21,274 shares; 2025Q1: 18,315 shares; 2025Q2: 19,018 shares; 2025Q3: 19,035 shares; 2025Q4: 19,247 shares; 2026Q1: 18,967 shares; 2026Q2: 19,018 shares 19,018 $2.72M 0.91% +51 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: 16,421 shares; 2024Q4: 13,260 shares; 2025Q1: 12,895 shares; 2025Q2: 10,757 shares; 2025Q3: 12,883 shares; 2025Q4: 11,457 shares; 2026Q1: 10,822 shares; 2026Q2: 10,757 shares 10,757 $2.71M 0.91% -65 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,794 shares; 2024Q4: 14,109 shares; 2025Q1: 13,832 shares; 2025Q2: 13,358 shares; 2025Q3: 13,672 shares; 2025Q4: 13,882 shares; 2026Q1: 13,983 shares; 2026Q2: 13,358 shares 13,358 $2.47M 0.83% -625 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,385 shares; 2024Q4: 28,385 shares; 2025Q1: 27,438 shares; 2025Q2: 22,906 shares; 2025Q3: 27,183 shares; 2025Q4: 26,166 shares; 2026Q1: 24,565 shares; 2026Q2: 22,906 shares 22,906 $2.38M 0.8% -1,659 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,115 shares; 2024Q4: 9,039 shares; 2025Q1: 8,447 shares; 2025Q2: 7,761 shares; 2025Q3: 8,160 shares; 2025Q4: 7,762 shares; 2026Q1: 7,762 shares; 2026Q2: 7,761 shares 7,761 $2.2M 0.74% -1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,691 shares; 2025Q1: 56,968 shares; 2025Q2: 45,062 shares; 2025Q3: 56,693 shares; 2025Q4: 47,573 shares; 2026Q1: 45,062 shares; 2026Q2: 45,062 shares 45,062 $2.16M 0.73% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,578 shares; 2024Q4: 12,698 shares; 2025Q1: 12,837 shares; 2025Q2: 12,688 shares; 2025Q3: 13,591 shares; 2025Q4: 13,260 shares; 2026Q1: 12,987 shares; 2026Q2: 12,688 shares 12,688 $2.1M 0.71% -299 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: 20,321 shares; 2024Q4: 20,213 shares; 2025Q1: 20,206 shares; 2025Q2: 8,968 shares; 2025Q3: 20,429 shares; 2025Q4: 20,286 shares; 2026Q1: 19,975 shares; 2026Q2: 8,968 shares 8,968 $2.01M 0.67% -11,007 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: 8,969 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,969 shares 8,969 $1.98M 0.67% new 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: 14,891 shares; 2024Q4: 15,043 shares; 2025Q1: 15,064 shares; 2025Q2: 15,115 shares; 2025Q3: 15,459 shares; 2025Q4: 15,230 shares; 2026Q1: 15,103 shares; 2026Q2: 15,115 shares 15,115 $1.88M 0.63% +12 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: 19,381 shares; 2024Q4: 17,473 shares; 2025Q1: 16,864 shares; 2025Q2: 14,322 shares; 2025Q3: 16,784 shares; 2025Q4: 17,402 shares; 2026Q1: 16,457 shares; 2026Q2: 14,322 shares 14,322 $1.84M 0.62% -2,135 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,692 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,692 shares 1,692 $1.8M 0.6% new 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: 18,408 shares; 2024Q4: 17,498 shares; 2025Q1: 16,925 shares; 2025Q2: 15,209 shares; 2025Q3: 16,864 shares; 2025Q4: 16,779 shares; 2026Q1: 15,859 shares; 2026Q2: 15,209 shares 15,209 $1.78M 0.6% -650 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: 6,260 shares; 2024Q4: 6,248 shares; 2025Q1: 6,149 shares; 2025Q2: 5,563 shares; 2025Q3: 6,544 shares; 2025Q4: 6,492 shares; 2026Q1: 6,301 shares; 2026Q2: 5,563 shares 5,563 $1.77M 0.59% -738 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: 1,489 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: not reported; 2026Q2: 1,489 shares 1,489 $1.75M 0.59% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,443 shares; 2024Q4: 20,763 shares; 2025Q1: 20,191 shares; 2025Q2: 22,195 shares; 2025Q3: 21,415 shares; 2025Q4: 22,384 shares; 2026Q1: 22,196 shares; 2026Q2: 22,195 shares 22,195 $1.74M 0.58% -1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,626 shares; 2024Q4: 21,829 shares; 2025Q1: 21,241 shares; 2025Q2: 14,919 shares; 2025Q3: 20,778 shares; 2025Q4: 16,221 shares; 2026Q1: 14,919 shares; 2026Q2: 14,919 shares 14,919 $1.6M 0.54% 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: 7,787 shares; 2024Q4: 7,397 shares; 2025Q1: 6,744 shares; 2025Q2: 7,322 shares; 2025Q3: 6,734 shares; 2025Q4: 6,734 shares; 2026Q1: 7,207 shares; 2026Q2: 7,322 shares 7,322 $1.56M 0.52% +115 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: 805 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,953 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 4,953 shares 4,953 $1.56M 0.52% +4,940 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,569 shares; 2024Q4: 44,089 shares; 2025Q1: 44,833 shares; 2025Q2: 37,776 shares; 2025Q3: 46,475 shares; 2025Q4: 40,206 shares; 2026Q1: 37,801 shares; 2026Q2: 37,776 shares 37,776 $1.55M 0.52% -25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,854 shares; 2024Q4: 4,851 shares; 2025Q1: 4,684 shares; 2025Q2: 6,771 shares; 2025Q3: 5,773 shares; 2025Q4: 6,807 shares; 2026Q1: 6,738 shares; 2026Q2: 6,771 shares 6,771 $1.49M 0.5% +33 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: 9,405 shares; 2024Q4: 9,405 shares; 2025Q1: 7,472 shares; 2025Q2: 4,210 shares; 2025Q3: 7,352 shares; 2025Q4: 6,943 shares; 2026Q1: 4,960 shares; 2026Q2: 4,210 shares 4,210 $1.49M 0.5% -750 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,096 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,096 shares 30,096 $1.26M 0.42% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,247 shares; 2024Q4: 10,650 shares; 2025Q1: 10,691 shares; 2025Q2: 10,468 shares; 2025Q3: 10,691 shares; 2025Q4: 10,579 shares; 2026Q1: 10,543 shares; 2026Q2: 10,468 shares 10,468 $1.24M 0.41% -75 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: 24,473 shares; 2024Q4: 16,949 shares; 2025Q1: 15,055 shares; 2025Q2: 13,541 shares; 2025Q3: 14,950 shares; 2025Q4: 14,583 shares; 2026Q1: 14,486 shares; 2026Q2: 13,541 shares 13,541 $1.23M 0.41% -945 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: 18,440 shares; 2024Q4: 16,856 shares; 2025Q1: 16,006 shares; 2025Q2: 14,755 shares; 2025Q3: 15,317 shares; 2025Q4: 15,010 shares; 2026Q1: 14,785 shares; 2026Q2: 14,755 shares 14,755 $1.22M 0.41% -30 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: 29 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 3,536 shares; 2025Q3: 78 shares; 2025Q4: 3,541 shares; 2026Q1: 3,523 shares; 2026Q2: 3,536 shares 3,536 $1.21M 0.4% +13 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: 4,554 shares; 2024Q4: 4,554 shares; 2025Q1: 4,346 shares; 2025Q2: 3,725 shares; 2025Q3: 4,246 shares; 2025Q4: 4,219 shares; 2026Q1: 3,999 shares; 2026Q2: 3,725 shares 3,725 $1.17M 0.39% -274 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: 2,920 shares; 2024Q4: 3,044 shares; 2025Q1: 2,558 shares; 2025Q2: 2,645 shares; 2025Q3: 3,149 shares; 2025Q4: 3,155 shares; 2026Q1: 3,151 shares; 2026Q2: 2,645 shares 2,645 $979K 0.33% -506 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: 11,192 shares; 2024Q4: 8,917 shares; 2025Q1: 8,334 shares; 2025Q2: 7,667 shares; 2025Q3: 8,174 shares; 2025Q4: 8,124 shares; 2026Q1: 7,902 shares; 2026Q2: 7,667 shares 7,667 $970K 0.33% -235 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,510 shares; 2024Q4: 17,891 shares; 2025Q1: 16,032 shares; 2025Q2: 12,659 shares; 2025Q3: 15,885 shares; 2025Q4: 13,460 shares; 2026Q1: 12,890 shares; 2026Q2: 12,659 shares 12,659 $848K 0.28% -231 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,243 shares; 2024Q4: 37,213 shares; 2025Q1: 36,513 shares; 2025Q2: 30,066 shares; 2025Q3: 36,513 shares; 2025Q4: 32,091 shares; 2026Q1: 30,856 shares; 2026Q2: 30,066 shares 30,066 $827K 0.28% -790 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: 8,014 shares; 2024Q4: 5,846 shares; 2025Q1: 4,478 shares; 2025Q2: 3,796 shares; 2025Q3: 4,388 shares; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares; 2026Q2: 3,796 shares 3,796 $805K 0.27% -295 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: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,535 shares; 2025Q2: 3,533 shares; 2025Q3: 2,545 shares; 2025Q4: 2,620 shares; 2026Q1: 3,345 shares; 2026Q2: 3,533 shares 3,533 $787K 0.26% +188 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,925 shares; 2024Q4: 3,640 shares; 2025Q1: 2,980 shares; 2025Q2: 2,764 shares; 2025Q3: 2,930 shares; 2025Q4: 2,819 shares; 2026Q1: 2,819 shares; 2026Q2: 2,764 shares 2,764 $774K 0.26% -55 FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,323 shares; 2024Q4: 10,018 shares; 2025Q1: 9,588 shares; 2025Q2: 15,695 shares; 2025Q3: 19,175 shares; 2025Q4: 19,250 shares; 2026Q1: 18,502 shares; 2026Q2: 15,695 shares 15,695 $754K 0.25% -2,807 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: 11,084 shares; 2024Q4: 9,926 shares; 2025Q1: 9,610 shares; 2025Q2: 8,143 shares; 2025Q3: 9,610 shares; 2025Q4: 8,971 shares; 2026Q1: 8,856 shares; 2026Q2: 8,143 shares 8,143 $747K 0.25% -713 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 673 shares; 2025Q1: 666 shares; 2025Q2: 537 shares; 2025Q3: 666 shares; 2025Q4: 676 shares; 2026Q1: 672 shares; 2026Q2: 537 shares 537 $731K 0.25% -135 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: 3,579 shares; 2024Q4: 3,244 shares; 2025Q1: 2,792 shares; 2025Q2: 2,500 shares; 2025Q3: 2,772 shares; 2025Q4: 2,612 shares; 2026Q1: 2,582 shares; 2026Q2: 2,500 shares 2,500 $703K 0.24% -82 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: 1,676 shares; 2024Q4: 1,639 shares; 2025Q1: 1,570 shares; 2025Q2: 2,053 shares; 2025Q3: 1,570 shares; 2025Q4: 1,620 shares; 2026Q1: 2,031 shares; 2026Q2: 2,053 shares 2,053 $700K 0.23% +22 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,227 shares; 2024Q4: 6,820 shares; 2025Q1: 6,747 shares; 2025Q2: 5,815 shares; 2025Q3: 6,616 shares; 2025Q4: 6,330 shares; 2026Q1: 6,020 shares; 2026Q2: 5,815 shares 5,815 $666K 0.22% -205 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,234 shares; 2024Q4: 19,080 shares; 2025Q1: 18,730 shares; 2025Q2: 7,860 shares; 2025Q3: 18,326 shares; 2025Q4: 14,961 shares; 2026Q1: 11,193 shares; 2026Q2: 7,860 shares 7,860 $595K 0.2% -3,333 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: 5,001 shares; 2024Q4: 5,001 shares; 2025Q1: 4,706 shares; 2025Q2: 4,541 shares; 2025Q3: 4,541 shares; 2025Q4: 4,541 shares; 2026Q1: 4,541 shares; 2026Q2: 4,541 shares 4,541 $514K 0.17% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,965 shares; 2024Q4: 11,607 shares; 2025Q1: 10,147 shares; 2025Q2: 8,626 shares; 2025Q3: 9,482 shares; 2025Q4: 9,005 shares; 2026Q1: 8,626 shares; 2026Q2: 8,626 shares 8,626 $492K 0.17% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,460 shares; 2024Q4: 25,460 shares; 2025Q1: 24,460 shares; 2025Q2: 19,571 shares; 2025Q3: 23,740 shares; 2025Q4: 22,976 shares; 2026Q1: 20,581 shares; 2026Q2: 19,571 shares 19,571 $480K 0.16% -1,010 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,967 shares; 2025Q3: not reported; 2025Q4: 5,002 shares; 2026Q1: 4,968 shares; 2026Q2: 4,967 shares 4,967 $440K 0.15% -1 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,415 shares; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,559 shares; 2025Q3: 1,804 shares; 2025Q4: 1,675 shares; 2026Q1: 1,609 shares; 2026Q2: 1,559 shares 1,559 $430K 0.14% -50 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,232 shares; 2024Q4: 4,673 shares; 2025Q1: 4,708 shares; 2025Q2: 5,192 shares; 2025Q3: not reported; 2025Q4: 5,090 shares; 2026Q1: 5,129 shares; 2026Q2: 5,192 shares 5,192 $429K 0.14% +63 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: 6,446 shares; 2024Q4: 5,135 shares; 2025Q1: 5,023 shares; 2025Q2: 3,292 shares; 2025Q3: 4,998 shares; 2025Q4: 3,537 shares; 2026Q1: 3,292 shares; 2026Q2: 3,292 shares 3,292 $361K 0.12% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,569 shares; 2024Q4: 19,155 shares; 2025Q1: 18,558 shares; 2025Q2: 14,250 shares; 2025Q3: 18,284 shares; 2025Q4: 14,925 shares; 2026Q1: 14,275 shares; 2026Q2: 14,250 shares 14,250 $343K 0.12% -25 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,849 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,849 shares 1,849 $279K 0.09% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,519 shares; 2025Q1: 1,529 shares; 2025Q2: 1,595 shares; 2025Q3: 1,543 shares; 2025Q4: 1,569 shares; 2026Q1: 1,581 shares; 2026Q2: 1,595 shares 1,595 $278K 0.09% +14 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,577 shares; 2024Q4: 8,577 shares; 2025Q1: 8,577 shares; 2025Q2: 5,512 shares; 2025Q3: 8,192 shares; 2025Q4: 7,580 shares; 2026Q1: 5,750 shares; 2026Q2: 5,512 shares 5,512 $256K 0.09% -238 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: 1,030 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,680 shares 1,680 $246K 0.08% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 640 shares; 2025Q1: 360 shares; 2025Q2: 260 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $243K 0.08% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,695 shares; 2024Q4: 5,920 shares; 2025Q1: 5,885 shares; 2025Q2: 3,170 shares; 2025Q3: 5,885 shares; 2025Q4: 3,595 shares; 2026Q1: 3,445 shares; 2026Q2: 3,170 shares 3,170 $227K 0.08% -275 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 1,058 shares; 2025Q1: 1,061 shares; 2025Q2: 2,628 shares; 2025Q3: 1,069 shares; 2025Q4: 980 shares; 2026Q1: 2,616 shares; 2026Q2: 2,628 shares 2,628 $225K 0.08% +12 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: 2,689 shares; 2024Q4: 4,139 shares; 2025Q1: 3,989 shares; 2025Q2: 3,812 shares; 2025Q3: 4,057 shares; 2025Q4: 3,812 shares; 2026Q1: 3,812 shares; 2026Q2: 3,812 shares 3,812 $220K 0.07% 0 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: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares 5,900 $217K 0.07% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,247 shares; 2024Q4: 11,262 shares; 2025Q1: 10,878 shares; 2025Q2: 7,952 shares; 2025Q3: 9,797 shares; 2025Q4: 8,424 shares; 2026Q1: 7,952 shares; 2026Q2: 7,952 shares 7,952 $212K 0.07% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,110 shares; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 4,180 shares; 2025Q3: 5,310 shares; 2025Q4: 5,210 shares; 2026Q1: 5,010 shares; 2026Q2: 4,180 shares 4,180 $203K 0.07% -830 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 503 shares; 2025Q1: 402 shares; 2025Q2: 267 shares; 2025Q3: 332 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $202K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,487 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 1,597 shares; 2026Q2: 1,487 shares 1,487 $201K 0.07% -110 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,932 shares; 2024Q4: 4,977 shares; 2025Q1: 3,086 shares; 2025Q2: 2,213 shares; 2025Q3: 3,086 shares; 2025Q4: 2,405 shares; 2026Q1: 2,240 shares; 2026Q2: 2,213 shares 2,213 $172K 0.06% -27 MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,385 shares; 2025Q3: 1,480 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $165K 0.06% 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: 300 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 790 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $150K 0.05% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $137K 0.05% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,370 shares; 2024Q4: 3,370 shares; 2025Q1: 2,445 shares; 2025Q2: 1,565 shares; 2025Q3: 2,445 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares 1,565 $129K 0.04% 0 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: 5,162 shares; 2024Q4: 3,807 shares; 2025Q1: 3,807 shares; 2025Q2: 1,507 shares; 2025Q3: 3,807 shares; 2025Q4: 2,697 shares; 2026Q1: 1,722 shares; 2026Q2: 1,507 shares 1,507 $119K 0.04% -215 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $116K 0.04% 0 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: 61 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $110K 0.04% 0 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $104K 0.04% 0 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: 749 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares; 2026Q2: 1,209 shares 1,209 $98.3K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $92.4K 0.03% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $86.8K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 260 shares; 2025Q1: 261 shares; 2025Q2: 281 shares; 2025Q3: 261 shares; 2025Q4: 279 shares; 2026Q1: 280 shares; 2026Q2: 281 shares 281 $85.2K 0.03% +1 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: 2,882 shares; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 942 shares; 2025Q3: 2,918 shares; 2025Q4: 1,332 shares; 2026Q1: 942 shares; 2026Q2: 942 shares 942 $82.7K 0.03% 0 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: 223 shares; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 990 shares; 2025Q3: 236 shares; 2025Q4: 246 shares; 2026Q1: 247 shares; 2026Q2: 990 shares 990 $79.8K 0.03% +743 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: 3,200 shares; 2024Q4: 2,354 shares; 2025Q1: 1,839 shares; 2025Q2: 742 shares; 2025Q3: 1,449 shares; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 742 shares 742 $71K 0.02% -77 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: 3,156 shares; 2024Q4: 1,761 shares; 2025Q1: 1,065 shares; 2025Q2: 891 shares; 2025Q3: 1,065 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $69.1K 0.02% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 650 shares; 2025Q3: 1,300 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $66.7K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 900 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $57.6K 0.02% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,195 shares; 2024Q4: 2,320 shares; 2025Q1: 2,260 shares; 2025Q2: 1,040 shares; 2025Q3: 2,260 shares; 2025Q4: 2,058 shares; 2026Q1: 2,058 shares; 2026Q2: 1,040 shares 1,040 $55.8K 0.02% -1,018 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 464 shares 464 $55.5K 0.02% +406 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $53.7K 0.02% 0 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: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $51.1K 0.02% 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 364 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 364 shares 364 $45.2K 0.02% +223 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $44.8K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 104 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $44.5K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 130 shares; 2025Q3: 545 shares; 2025Q4: 225 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $40.9K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $40.8K 0.01% 0 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 52 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 52 shares 52 $38.8K 0.01% +14 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 61 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 61 shares 61 $35.4K 0.01% -4 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 240 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 240 shares 240 $30.3K 0.01% -355 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $29.8K 0.01% new 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $29.5K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $28.7K 0.01% 0 Timeline QUAL 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: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $28.1K 0.01% 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 39 shares; 2025Q2: 390 shares; 2025Q3: 39 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $27.8K 0.01% 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 36 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 36 shares 36 $27K 0.01% +4 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477 shares; 2024Q4: 1,502 shares; 2025Q1: 1,486 shares; 2025Q2: 1,324 shares; 2025Q3: not reported; 2025Q4: 1,437 shares; 2026Q1: 1,437 shares; 2026Q2: 1,324 shares 1,324 $26.6K 0.01% -113 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $25.8K 0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 500 shares; 2025Q1: 460 shares; 2025Q2: 222 shares; 2025Q3: 460 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 222 shares 222 $24.9K 0.01% -140 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $24.8K 0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 1,365 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 1,365 shares; 2026Q2: 1,365 shares 1,365 $23.1K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087 shares; 2024Q4: 885 shares; 2025Q1: 745 shares; 2025Q2: 175 shares; 2025Q3: 745 shares; 2025Q4: 245 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $19.4K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $18.8K 0.01% 0 Timeline ESML 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: 325 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $18.2K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 190 shares; 2025Q3: 1,450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 190 shares 190 $15.8K 0.01% -260 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $15.8K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 28 shares; 2025Q3: 26 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $15.7K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $13.7K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $13.5K <0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 30 shares; 2025Q1: 36 shares; 2025Q2: 30 shares; 2025Q3: 36 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $12.6K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $11.8K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $11.6K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 100 shares; 2025Q3: 500 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.4K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $11.3K <0.01% 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $10.5K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: not reported; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $10.2K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $9.33K <0.01% 0 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: 231 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $9.01K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $8.78K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 1 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $8.34K <0.01% 0 Timeline DGRO 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: 102 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares 102 $7.73K <0.01% new 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: 20 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $7.71K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.71K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 87 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 30 shares 30 $7.66K <0.01% -30 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $7.16K <0.01% 0 Timeline CONSTELLATION ENERGY GROUP … CONSTELLATION ENERGY GROUP INC More: the full row for CONSTELLATION ENERGY 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: 25 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $6.21K <0.01% 0 POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $5.73K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $5.4K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $5.34K <0.01% 0 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: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $4.95K <0.01% 0 Timeline BLACKROCK INC 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: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $4.81K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $4.54K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 55 shares; 2025Q3: 30 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $3.95K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $3.86K <0.01% 0 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: 15 shares; 2025Q2: 25 shares; 2025Q3: 20 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $3.81K <0.01% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $3.74K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $3.52K <0.01% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $3.28K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $3.2K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 35 shares 35 $3.08K <0.01% +28 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.83K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $2.5K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $2.49K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $2.37K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $2.11K <0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $2.08K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $2.04K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 247 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $2K <0.01% 0 Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE 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: 275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares 275 $1.52K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.51K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $1.5K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 7 shares; 2025Q3: 23 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 7 shares 7 $1.11K <0.01% -11 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $1.07K <0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS 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: 125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $988 <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares 35 $974 <0.01% new 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: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $943 <0.01% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $936 <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $840 <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $795 <0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $602 <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $177 <0.01% 0 Timeline