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; 2024Q4: 139,498 shares; 2025Q1: 140,797 shares; 2025Q2: 132,111 shares; 2025Q3: 129,995 shares; 2025Q4: 128,153 shares; 2026Q1: 126,581 shares; 2026Q2: 117,406 shares; 2026Q3: 114,162 shares 114,162 $69.8M 4.62% -3,244 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215,614 shares; 2025Q1: 213,726 shares; 2025Q2: 208,066 shares; 2025Q3: 201,856 shares; 2025Q4: 201,226 shares; 2026Q1: 197,962 shares; 2026Q2: 196,680 shares; 2026Q3: 194,155 shares 194,155 $64.7M 4.28% -2,525 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203,818 shares; 2025Q1: 201,797 shares; 2025Q2: 194,777 shares; 2025Q3: 189,234 shares; 2025Q4: 178,553 shares; 2026Q1: 170,324 shares; 2026Q2: 169,420 shares; 2026Q3: 168,823 shares 168,823 $57.5M 3.81% -597 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; 2024Q4: 539,796 shares; 2025Q1: 536,411 shares; 2025Q2: 525,884 shares; 2025Q3: 520,290 shares; 2025Q4: 518,511 shares; 2026Q1: 511,861 shares; 2026Q2: 496,983 shares; 2026Q3: 487,946 shares 487,946 $52.5M 3.48% -9,037 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,304 shares; 2025Q1: 104,815 shares; 2025Q2: 104,533 shares; 2025Q3: 105,670 shares; 2025Q4: 104,050 shares; 2026Q1: 104,675 shares; 2026Q2: 104,525 shares; 2026Q3: 102,776 shares 102,776 $45.2M 2.99% -1,749 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140,223 shares; 2025Q1: 141,328 shares; 2025Q2: 137,899 shares; 2025Q3: 136,506 shares; 2025Q4: 133,285 shares; 2026Q1: 130,076 shares; 2026Q2: 128,084 shares; 2026Q3: 126,190 shares 126,190 $43.4M 2.88% -1,894 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; 2024Q4: 67,305 shares; 2025Q1: 67,015 shares; 2025Q2: 66,356 shares; 2025Q3: 66,801 shares; 2025Q4: 67,217 shares; 2026Q1: 68,287 shares; 2026Q2: 70,882 shares; 2026Q3: 70,878 shares 70,878 $35.3M 2.34% -4 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; 2024Q4: 127,716 shares; 2025Q1: 127,134 shares; 2025Q2: 122,885 shares; 2025Q3: 120,626 shares; 2025Q4: 117,894 shares; 2026Q1: 116,255 shares; 2026Q2: 116,247 shares; 2026Q3: 115,749 shares 115,749 $35.2M 2.33% -498 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 413,110 shares; 2025Q1: 386,185 shares; 2025Q2: 380,940 shares; 2025Q3: 365,968 shares; 2025Q4: 362,673 shares; 2026Q1: 334,027 shares; 2026Q2: 302,157 shares; 2026Q3: 291,561 shares 291,561 $35.1M 2.32% -10,596 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,913 shares; 2025Q1: 108,834 shares; 2025Q2: 107,664 shares; 2025Q3: 108,116 shares; 2025Q4: 108,809 shares; 2026Q1: 110,160 shares; 2026Q2: 111,941 shares; 2026Q3: 115,003 shares 115,003 $31.7M 2.1% +3,062 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; 2024Q4: 80,682 shares; 2025Q1: 80,732 shares; 2025Q2: 80,764 shares; 2025Q3: 78,496 shares; 2025Q4: 78,779 shares; 2026Q1: 77,157 shares; 2026Q2: 75,748 shares; 2026Q3: 75,438 shares 75,438 $29.9M 1.98% -310 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,961 shares; 2025Q1: 59,875 shares; 2025Q2: 58,505 shares; 2025Q3: 57,565 shares; 2025Q4: 58,814 shares; 2026Q1: 58,563 shares; 2026Q2: 58,123 shares; 2026Q3: 58,459 shares 58,459 $27.7M 1.84% +336 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; 2024Q4: 361,557 shares; 2025Q1: 359,888 shares; 2025Q2: 358,968 shares; 2025Q3: 350,689 shares; 2025Q4: 348,448 shares; 2026Q1: 346,986 shares; 2026Q2: 347,471 shares; 2026Q3: 344,260 shares 344,260 $27.6M 1.82% -3,211 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; 2024Q4: 103,928 shares; 2025Q1: 104,052 shares; 2025Q2: 104,298 shares; 2025Q3: 102,978 shares; 2025Q4: 102,004 shares; 2026Q1: 101,347 shares; 2026Q2: 100,948 shares; 2026Q3: 99,936 shares 99,936 $27.2M 1.8% -1,012 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,904 shares; 2025Q1: 103,505 shares; 2025Q2: 108,122 shares; 2025Q3: 108,816 shares; 2025Q4: 107,964 shares; 2026Q1: 108,479 shares; 2026Q2: 107,693 shares; 2026Q3: 107,413 shares 107,413 $26.6M 1.76% -280 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; 2024Q4: 44,502 shares; 2025Q1: 49,834 shares; 2025Q2: 50,173 shares; 2025Q3: 49,555 shares; 2025Q4: 49,498 shares; 2026Q1: 49,145 shares; 2026Q2: 49,206 shares; 2026Q3: 49,884 shares 49,884 $26M 1.72% +678 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,681 shares; 2025Q1: 44,041 shares; 2025Q2: 43,826 shares; 2025Q3: 45,192 shares; 2025Q4: 46,071 shares; 2026Q1: 47,978 shares; 2026Q2: 49,145 shares; 2026Q3: 49,296 shares 49,296 $25.3M 1.67% +151 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; 2024Q4: 125,270 shares; 2025Q1: 130,328 shares; 2025Q2: 130,033 shares; 2025Q3: 129,639 shares; 2025Q4: 130,012 shares; 2026Q1: 130,901 shares; 2026Q2: 132,752 shares; 2026Q3: 131,907 shares 131,907 $24.7M 1.63% -845 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,903 shares; 2025Q1: 69,659 shares; 2025Q2: 64,301 shares; 2025Q3: 64,581 shares; 2025Q4: 64,793 shares; 2026Q1: 66,334 shares; 2026Q2: 66,672 shares; 2026Q3: 66,468 shares 66,468 $23.9M 1.58% -204 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,368 shares; 2025Q1: 108,659 shares; 2025Q2: 110,318 shares; 2025Q3: 110,380 shares; 2025Q4: 111,500 shares; 2026Q1: 111,436 shares; 2026Q2: 116,569 shares; 2026Q3: 115,884 shares 115,884 $23.7M 1.57% -685 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,827 shares; 2025Q1: 96,562 shares; 2025Q2: 96,313 shares; 2025Q3: 95,420 shares; 2025Q4: 92,985 shares; 2026Q1: 90,576 shares; 2026Q2: 89,831 shares; 2026Q3: 88,311 shares 88,311 $23.4M 1.55% -1,520 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; 2024Q4: 83,404 shares; 2025Q1: 82,644 shares; 2025Q2: 80,281 shares; 2025Q3: 80,040 shares; 2025Q4: 82,345 shares; 2026Q1: 86,248 shares; 2026Q2: 88,810 shares; 2026Q3: 88,392 shares 88,392 $22.8M 1.51% -418 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; 2024Q4: 5,921 shares; 2025Q1: 6,387 shares; 2025Q2: 7,619 shares; 2025Q3: 14,548 shares; 2025Q4: 33,802 shares; 2026Q1: 62,674 shares; 2026Q2: 80,438 shares; 2026Q3: 79,761 shares 79,761 $22.8M 1.51% -677 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240,468 shares; 2025Q1: 229,187 shares; 2025Q2: 216,309 shares; 2025Q3: 212,345 shares; 2025Q4: 202,999 shares; 2026Q1: 199,783 shares; 2026Q2: 195,745 shares; 2026Q3: 192,520 shares 192,520 $21.5M 1.42% -3,225 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193,250 shares; 2025Q1: 194,050 shares; 2025Q2: 183,859 shares; 2025Q3: 185,481 shares; 2025Q4: 195,639 shares; 2026Q1: 208,140 shares; 2026Q2: 216,327 shares; 2026Q3: 215,241 shares 215,241 $21.2M 1.4% -1,086 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 262,666 shares; 2025Q1: 263,629 shares; 2025Q2: 261,187 shares; 2025Q3: 255,818 shares; 2025Q4: 258,005 shares; 2026Q1: 255,591 shares; 2026Q2: 258,042 shares; 2026Q3: 254,578 shares 254,578 $19.8M 1.31% -3,464 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,671 shares; 2025Q1: 164,761 shares; 2025Q2: 148,881 shares; 2025Q3: 147,251 shares; 2025Q4: 145,305 shares; 2026Q1: 143,393 shares; 2026Q2: 142,136 shares; 2026Q3: 140,800 shares 140,800 $19.3M 1.28% -1,336 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; 2024Q4: 62,309 shares; 2025Q1: 62,153 shares; 2025Q2: 59,107 shares; 2025Q3: 58,424 shares; 2025Q4: 58,291 shares; 2026Q1: 59,581 shares; 2026Q2: 61,635 shares; 2026Q3: 62,111 shares 62,111 $17.7M 1.17% +476 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; 2024Q4: 56,626 shares; 2025Q1: 61,046 shares; 2025Q2: 61,578 shares; 2025Q3: 62,131 shares; 2025Q4: 67,261 shares; 2026Q1: 69,217 shares; 2026Q2: 68,189 shares; 2026Q3: 68,276 shares 68,276 $17M 1.13% +87 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; 2024Q4: 34,541 shares; 2025Q1: 34,841 shares; 2025Q2: 34,830 shares; 2025Q3: 36,210 shares; 2025Q4: 36,894 shares; 2026Q1: 37,729 shares; 2026Q2: 39,130 shares; 2026Q3: 41,642 shares 41,642 $16.9M 1.12% +2,512 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200,786 shares; 2025Q1: 200,806 shares; 2025Q2: 201,526 shares; 2025Q3: 197,842 shares; 2025Q4: 197,862 shares; 2026Q1: 204,673 shares; 2026Q2: 212,688 shares; 2026Q3: 216,658 shares 216,658 $16.7M 1.11% +3,970 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,199 shares; 2025Q1: 71,372 shares; 2025Q2: 72,011 shares; 2025Q3: 68,920 shares; 2025Q4: 69,236 shares; 2026Q1: 69,669 shares; 2026Q2: 70,849 shares; 2026Q3: 68,985 shares 68,985 $16.6M 1.1% -1,864 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 294,230 shares; 2025Q1: 293,653 shares; 2025Q2: 294,219 shares; 2025Q3: 284,295 shares; 2025Q4: 285,121 shares; 2026Q1: 283,312 shares; 2026Q2: 281,367 shares; 2026Q3: 278,089 shares 278,089 $16.1M 1.06% -3,278 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; 2024Q4: 193,194 shares; 2025Q1: 219,191 shares; 2025Q2: 218,176 shares; 2025Q3: 217,696 shares; 2025Q4: 218,988 shares; 2026Q1: 225,456 shares; 2026Q2: 230,918 shares; 2026Q3: 232,191 shares 232,191 $15.9M 1.05% +1,273 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166,304 shares; 2025Q1: 161,648 shares; 2025Q2: 151,715 shares; 2025Q3: 149,152 shares; 2025Q4: 149,720 shares; 2026Q1: 152,420 shares; 2026Q2: 160,875 shares; 2026Q3: 160,174 shares 160,174 $15.8M 1.05% -701 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,334 shares; 2025Q1: 20,098 shares; 2025Q2: 22,357 shares; 2025Q3: 21,728 shares; 2025Q4: 20,524 shares; 2026Q1: 19,849 shares; 2026Q2: 19,928 shares; 2026Q3: 19,810 shares 19,810 $15M 0.99% -118 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,676 shares; 2025Q1: 79,359 shares; 2025Q2: 76,906 shares; 2025Q3: 74,496 shares; 2025Q4: 67,102 shares; 2026Q1: 65,577 shares; 2026Q2: 65,585 shares; 2026Q3: 65,288 shares 65,288 $14.9M 0.99% -297 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,323 shares; 2025Q1: 163,509 shares; 2025Q2: 162,050 shares; 2025Q3: 161,060 shares; 2025Q4: 161,393 shares; 2026Q1: 157,239 shares; 2026Q2: 156,210 shares; 2026Q3: 155,238 shares 155,238 $14.6M 0.97% -972 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,954 shares; 2025Q1: 31,279 shares; 2025Q2: 30,123 shares; 2025Q3: 30,325 shares; 2025Q4: 31,216 shares; 2026Q1: 36,095 shares; 2026Q2: 46,714 shares; 2026Q3: 52,782 shares 52,782 $14.6M 0.96% +6,068 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; 2024Q4: 147,706 shares; 2025Q1: 142,249 shares; 2025Q2: 132,059 shares; 2025Q3: 129,534 shares; 2025Q4: 129,857 shares; 2026Q1: 132,841 shares; 2026Q2: 131,551 shares; 2026Q3: 129,190 shares 129,190 $13.4M 0.89% -2,361 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,610 shares; 2025Q1: 48,076 shares; 2025Q2: 48,163 shares; 2025Q3: 46,932 shares; 2025Q4: 47,477 shares; 2026Q1: 46,988 shares; 2026Q2: 47,392 shares; 2026Q3: 47,527 shares 47,527 $13M 0.86% +135 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 256,199 shares; 2025Q1: 239,663 shares; 2025Q2: 264,592 shares; 2025Q3: 263,495 shares; 2025Q4: 265,411 shares; 2026Q1: 264,767 shares; 2026Q2: 263,385 shares; 2026Q3: 259,675 shares 259,675 $12.7M 0.84% -3,710 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; 2024Q4: 123,967 shares; 2025Q1: 122,932 shares; 2025Q2: 117,837 shares; 2025Q3: 116,417 shares; 2025Q4: 115,824 shares; 2026Q1: 115,083 shares; 2026Q2: 115,769 shares; 2026Q3: 114,167 shares 114,167 $12M 0.79% -1,602 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,628 shares; 2025Q1: 25,642 shares; 2025Q2: 24,761 shares; 2025Q3: 24,725 shares; 2025Q4: 41,381 shares; 2026Q1: 55,216 shares; 2026Q2: 54,974 shares; 2026Q3: 54,431 shares 54,431 $11.8M 0.78% -543 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 262,723 shares; 2025Q1: 266,702 shares; 2025Q2: 261,690 shares; 2025Q3: 255,641 shares; 2025Q4: 258,447 shares; 2026Q1: 260,448 shares; 2026Q2: 258,713 shares; 2026Q3: 249,985 shares 249,985 $11.6M 0.77% -8,728 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; 2024Q4: 159,736 shares; 2025Q1: 168,722 shares; 2025Q2: 187,653 shares; 2025Q3: 187,596 shares; 2025Q4: 194,746 shares; 2026Q1: 210,415 shares; 2026Q2: 234,041 shares; 2026Q3: 216,372 shares 216,372 $11.4M 0.75% -17,669 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; 2024Q4: 97,982 shares; 2025Q1: 99,232 shares; 2025Q2: 99,322 shares; 2025Q3: 92,575 shares; 2025Q4: 91,060 shares; 2026Q1: 82,835 shares; 2026Q2: 80,680 shares; 2026Q3: 77,959 shares 77,959 $11.3M 0.75% -2,721 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236,502 shares; 2025Q1: 235,473 shares; 2025Q2: 235,054 shares; 2025Q3: 232,417 shares; 2025Q4: 233,571 shares; 2026Q1: 236,707 shares; 2026Q2: 239,212 shares; 2026Q3: 242,457 shares 242,457 $11.3M 0.75% +3,245 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,263 shares; 2025Q4: 32,624 shares; 2026Q1: 37,603 shares; 2026Q2: 37,258 shares; 2026Q3: 38,630 shares 38,630 $11.2M 0.74% +1,372 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,124 shares; 2025Q1: 35,373 shares; 2025Q2: 35,263 shares; 2025Q3: 35,138 shares; 2025Q4: 35,096 shares; 2026Q1: 38,479 shares; 2026Q2: 36,010 shares; 2026Q3: 35,300 shares 35,300 $11M 0.73% -710 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,424 shares; 2025Q1: 18,409 shares; 2025Q2: 19,080 shares; 2025Q3: 20,414 shares; 2025Q4: 20,894 shares; 2026Q1: 21,946 shares; 2026Q2: 23,417 shares; 2026Q3: 22,576 shares 22,576 $11M 0.73% -841 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,049 shares; 2025Q1: 137,082 shares; 2025Q2: 138,238 shares; 2025Q3: 136,893 shares; 2025Q4: 138,226 shares; 2026Q1: 137,424 shares; 2026Q2: 139,420 shares; 2026Q3: 138,600 shares 138,600 $10.9M 0.72% -820 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; 2024Q4: 17,302 shares; 2025Q1: 18,971 shares; 2025Q2: 18,706 shares; 2025Q3: 18,819 shares; 2025Q4: 20,912 shares; 2026Q1: 22,322 shares; 2026Q2: 23,682 shares; 2026Q3: 23,922 shares 23,922 $10.1M 0.67% +240 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; 2024Q4: 115,861 shares; 2025Q1: 113,769 shares; 2025Q2: 110,547 shares; 2025Q3: 109,167 shares; 2025Q4: 104,688 shares; 2026Q1: 101,232 shares; 2026Q2: 105,710 shares; 2026Q3: 101,087 shares 101,087 $9.85M 0.65% -4,623 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234,324 shares; 2026Q2: 235,554 shares; 2026Q3: 231,914 shares 231,914 $9.71M 0.64% -3,640 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; 2024Q4: 12,385 shares; 2025Q1: 12,346 shares; 2025Q2: 12,304 shares; 2025Q3: 12,125 shares; 2025Q4: 12,485 shares; 2026Q1: 12,503 shares; 2026Q2: 13,160 shares; 2026Q3: 13,332 shares 13,332 $9.67M 0.64% +172 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; 2024Q4: 19,315 shares; 2025Q1: 19,262 shares; 2025Q2: 21,310 shares; 2025Q3: 21,050 shares; 2025Q4: 20,666 shares; 2026Q1: 20,618 shares; 2026Q2: 20,538 shares; 2026Q3: 20,538 shares 20,538 $8.94M 0.59% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,379 shares; 2025Q1: 52,694 shares; 2025Q2: 51,233 shares; 2025Q3: 57,139 shares; 2025Q4: 55,480 shares; 2026Q1: 56,416 shares; 2026Q2: 57,945 shares; 2026Q3: 59,985 shares 59,985 $8.72M 0.58% +2,040 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,282 shares; 2025Q1: 134,902 shares; 2025Q2: 155,763 shares; 2025Q3: 154,762 shares; 2025Q4: 162,644 shares; 2026Q1: 173,191 shares; 2026Q2: 196,447 shares; 2026Q3: 224,419 shares 224,419 $7.94M 0.53% +27,972 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,546 shares; 2025Q1: 103,995 shares; 2025Q2: 103,058 shares; 2025Q3: 100,689 shares; 2025Q4: 98,112 shares; 2026Q1: 92,949 shares; 2026Q2: 95,188 shares; 2026Q3: 91,288 shares 91,288 $7.88M 0.52% -3,900 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,705 shares; 2025Q1: 100,394 shares; 2025Q2: 92,220 shares; 2025Q3: 90,008 shares; 2025Q4: 90,475 shares; 2026Q1: 92,200 shares; 2026Q2: 91,970 shares; 2026Q3: 91,890 shares 91,890 $7.82M 0.52% -80 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,996 shares; 2025Q1: 78,501 shares; 2025Q2: 84,359 shares; 2025Q3: 84,584 shares; 2025Q4: 96,604 shares; 2026Q1: 96,662 shares; 2026Q2: 95,904 shares; 2026Q3: 98,658 shares 98,658 $7.72M 0.51% +2,754 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; 2024Q4: 47,836 shares; 2025Q1: 45,864 shares; 2025Q2: 33,936 shares; 2025Q3: 33,701 shares; 2025Q4: 33,413 shares; 2026Q1: 33,191 shares; 2026Q2: 33,159 shares; 2026Q3: 32,969 shares 32,969 $7.25M 0.48% -190 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; 2024Q4: 50,205 shares; 2025Q1: 48,658 shares; 2025Q2: 48,361 shares; 2025Q3: 48,330 shares; 2025Q4: 49,406 shares; 2026Q1: 51,841 shares; 2026Q2: 57,544 shares; 2026Q3: 59,651 shares 59,651 $6.8M 0.45% +2,107 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,079 shares; 2025Q1: 21,233 shares; 2025Q2: 58,989 shares; 2025Q3: 60,237 shares; 2025Q4: 82,194 shares; 2026Q1: 96,989 shares; 2026Q2: 111,277 shares; 2026Q3: 113,213 shares 113,213 $6.71M 0.44% +1,936 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 213,172 shares; 2025Q1: 213,572 shares; 2025Q2: 217,142 shares; 2025Q3: 207,950 shares; 2025Q4: 211,400 shares; 2026Q1: 210,415 shares; 2026Q2: 209,860 shares; 2026Q3: 207,489 shares 207,489 $6.66M 0.44% -2,371 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; 2024Q4: 427,884 shares; 2025Q1: 370,624 shares; 2025Q2: 341,309 shares; 2025Q3: 331,127 shares; 2025Q4: 318,635 shares; 2026Q1: 312,985 shares; 2026Q2: 320,469 shares; 2026Q3: 303,407 shares 303,407 $6.6M 0.44% -17,062 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 306,824 shares; 2025Q1: 303,424 shares; 2025Q2: 286,879 shares; 2025Q3: 284,444 shares; 2025Q4: 285,094 shares; 2026Q1: 290,069 shares; 2026Q2: 293,069 shares; 2026Q3: 289,641 shares 289,641 $6.55M 0.43% -3,428 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; 2024Q4: 23,018 shares; 2025Q1: 23,829 shares; 2025Q2: 22,683 shares; 2025Q3: 22,528 shares; 2025Q4: 25,188 shares; 2026Q1: 27,793 shares; 2026Q2: 40,769 shares; 2026Q3: 43,370 shares 43,370 $6.3M 0.42% +2,601 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; 2024Q4: 86,327 shares; 2025Q1: 87,003 shares; 2025Q2: 89,991 shares; 2025Q3: 84,751 shares; 2025Q4: 79,267 shares; 2026Q1: 79,531 shares; 2026Q2: 79,340 shares; 2026Q3: 73,025 shares 73,025 $5.96M 0.39% -6,315 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,689 shares; 2025Q1: 55,348 shares; 2025Q2: 61,422 shares; 2025Q3: 60,926 shares; 2025Q4: 64,561 shares; 2026Q1: 71,233 shares; 2026Q2: 69,626 shares; 2026Q3: 67,813 shares 67,813 $5.8M 0.38% -1,813 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; 2024Q4: 25,426 shares; 2025Q1: 25,481 shares; 2025Q2: 25,890 shares; 2025Q3: 25,670 shares; 2025Q4: 25,967 shares; 2026Q1: 27,736 shares; 2026Q2: 31,304 shares; 2026Q3: 31,750 shares 31,750 $5.42M 0.36% +446 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,906 shares; 2025Q1: 63,706 shares; 2025Q2: 63,196 shares; 2025Q3: 63,001 shares; 2025Q4: 63,310 shares; 2026Q1: 64,221 shares; 2026Q2: 64,390 shares; 2026Q3: 64,715 shares 64,715 $5.36M 0.36% +325 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; 2024Q4: 7,486 shares; 2025Q1: 7,361 shares; 2025Q2: 6,861 shares; 2025Q3: 7,087 shares; 2025Q4: 7,194 shares; 2026Q1: 7,093 shares; 2026Q2: 7,064 shares; 2026Q3: 7,021 shares 7,021 $5.35M 0.35% -43 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135,277 shares; 2025Q1: 105,543 shares; 2025Q2: 103,803 shares; 2025Q3: 102,459 shares; 2025Q4: 100,063 shares; 2026Q1: 95,326 shares; 2026Q2: 93,556 shares; 2026Q3: 90,733 shares 90,733 $5.25M 0.35% -2,823 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200,440 shares; 2025Q1: 200,779 shares; 2025Q2: 205,904 shares; 2025Q3: 204,732 shares; 2025Q4: 202,105 shares; 2026Q1: 198,200 shares; 2026Q2: 187,450 shares; 2026Q3: 182,735 shares 182,735 $5.21M 0.35% -4,715 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; 2024Q4: 3,360 shares; 2025Q1: 3,393 shares; 2025Q2: 3,499 shares; 2025Q3: 3,951 shares; 2025Q4: 4,713 shares; 2026Q1: 4,757 shares; 2026Q2: 4,820 shares; 2026Q3: 5,453 shares 5,453 $4.96M 0.33% +633 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; 2024Q4: 58,390 shares; 2025Q1: 58,134 shares; 2025Q2: 55,673 shares; 2025Q3: 56,208 shares; 2025Q4: 58,258 shares; 2026Q1: 57,592 shares; 2026Q2: 56,821 shares; 2026Q3: 55,563 shares 55,563 $4.78M 0.32% -1,258 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,222 shares; 2026Q3: 26,032 shares 26,032 $4.24M 0.28% +1,810 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,595 shares; 2025Q1: 14,576 shares; 2025Q2: 14,496 shares; 2025Q3: 14,456 shares; 2025Q4: 14,606 shares; 2026Q1: 14,989 shares; 2026Q2: 14,954 shares; 2026Q3: 14,873 shares 14,873 $4.19M 0.28% -81 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,178 shares; 2026Q1: 10,849 shares; 2026Q2: 10,985 shares; 2026Q3: 11,790 shares 11,790 $4.14M 0.27% +805 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197,078 shares; 2025Q1: 191,060 shares; 2025Q2: 188,526 shares; 2025Q3: 187,459 shares; 2025Q4: 186,963 shares; 2026Q1: 185,150 shares; 2026Q2: 183,793 shares; 2026Q3: 183,294 shares 183,294 $4.07M 0.27% -499 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,239 shares; 2025Q4: 21,376 shares; 2026Q1: 40,712 shares; 2026Q2: 34,401 shares; 2026Q3: 34,411 shares 34,411 $3.87M 0.26% +10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,587 shares; 2025Q4: 5,971 shares; 2026Q1: 5,587 shares; 2026Q2: 4,238 shares; 2026Q3: 8,647 shares 8,647 $3.76M 0.25% +4,409 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,228 shares; 2025Q4: 5,170 shares; 2026Q1: 5,408 shares; 2026Q2: 5,418 shares; 2026Q3: 5,647 shares 5,647 $3.43M 0.23% +229 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,976 shares; 2025Q1: 13,976 shares; 2025Q2: 13,976 shares; 2025Q3: 13,976 shares; 2025Q4: 13,705 shares; 2026Q1: 12,555 shares; 2026Q2: 12,555 shares; 2026Q3: 12,555 shares 12,555 $3.11M 0.21% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,745 shares; 2025Q1: 111,195 shares; 2025Q2: 113,695 shares; 2025Q3: 113,970 shares; 2025Q4: 111,870 shares; 2026Q1: 109,449 shares; 2026Q2: 109,033 shares; 2026Q3: 108,353 shares 108,353 $3.1M 0.21% -680 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; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $2.99M 0.2% 0 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; 2024Q4: 5,273 shares; 2025Q1: 5,643 shares; 2025Q2: 8,859 shares; 2025Q3: 12,402 shares; 2025Q4: 15,675 shares; 2026Q1: 18,729 shares; 2026Q2: 21,590 shares; 2026Q3: 39,653 shares 39,653 $2.8M 0.19% +18,063 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; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 602 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 14,975 shares; 2026Q3: 14,975 shares 14,975 $2.44M 0.16% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,359 shares; 2025Q1: 8,966 shares; 2025Q2: 12,557 shares; 2025Q3: 12,903 shares; 2025Q4: 16,284 shares; 2026Q1: 16,372 shares; 2026Q2: 16,422 shares; 2026Q3: 16,663 shares 16,663 $2.4M 0.16% +241 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; 2024Q4: 5,618 shares; 2025Q1: 7,412 shares; 2025Q2: 7,832 shares; 2025Q3: 7,832 shares; 2025Q4: 7,302 shares; 2026Q1: 6,568 shares; 2026Q2: 6,246 shares; 2026Q3: 6,249 shares 6,249 $2.34M 0.15% +3 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 825 shares; 2026Q2: 4,024 shares; 2026Q3: 6,561 shares 6,561 $2.17M 0.14% +2,537 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,939 shares; 2025Q1: 12,139 shares; 2025Q2: 9,738 shares; 2025Q3: 9,056 shares; 2025Q4: 8,256 shares; 2026Q1: 8,174 shares; 2026Q2: 8,174 shares; 2026Q3: 7,874 shares 7,874 $2.05M 0.14% -300 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; 2024Q4: 5,157 shares; 2025Q1: 4,957 shares; 2025Q2: 4,957 shares; 2025Q3: 4,757 shares; 2025Q4: 5,313 shares; 2026Q1: 5,213 shares; 2026Q2: 5,197 shares; 2026Q3: 5,197 shares 5,197 $1.98M 0.13% 0 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; 2024Q4: 9,600 shares; 2025Q1: 9,639 shares; 2025Q2: 9,639 shares; 2025Q3: 9,639 shares; 2025Q4: 9,639 shares; 2026Q1: 9,639 shares; 2026Q2: 9,639 shares; 2026Q3: 9,639 shares 9,639 $1.96M 0.13% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,604 shares; 2025Q1: 45,111 shares; 2025Q2: 45,270 shares; 2025Q3: 42,455 shares; 2025Q4: 30,773 shares; 2026Q1: 29,451 shares; 2026Q2: 27,261 shares; 2026Q3: 26,832 shares 26,832 $1.92M 0.13% -429 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,193 shares; 2025Q1: 19,193 shares; 2025Q2: 18,743 shares; 2025Q3: 18,743 shares; 2025Q4: 18,743 shares; 2026Q1: 18,743 shares; 2026Q2: 18,743 shares; 2026Q3: 18,743 shares 18,743 $1.9M 0.13% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,305 shares; 2025Q1: 45,035 shares; 2025Q2: 45,005 shares; 2025Q3: 43,932 shares; 2025Q4: 40,873 shares; 2026Q1: 40,028 shares; 2026Q2: 40,001 shares; 2026Q3: 39,371 shares 39,371 $1.58M 0.1% -630 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,157 shares; 2025Q1: 12,759 shares; 2025Q2: 12,803 shares; 2025Q3: 12,803 shares; 2025Q4: 12,713 shares; 2026Q1: 12,348 shares; 2026Q2: 12,348 shares; 2026Q3: 12,348 shares 12,348 $1.56M 0.1% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,652 shares; 2025Q1: 23,405 shares; 2025Q2: 23,980 shares; 2025Q3: 24,196 shares; 2025Q4: 27,343 shares; 2026Q1: 26,469 shares; 2026Q2: 26,549 shares; 2026Q3: 26,169 shares 26,169 $1.42M 0.09% -380 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113,420 shares; 2025Q1: 113,420 shares; 2025Q2: 112,420 shares; 2025Q3: 107,970 shares; 2025Q4: 105,920 shares; 2026Q1: 105,430 shares; 2026Q2: 103,410 shares; 2026Q3: 100,315 shares 100,315 $1.41M 0.09% -3,095 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,776 shares; 2026Q1: 4,908 shares; 2026Q2: 4,912 shares; 2026Q3: 4,912 shares 4,912 $1.41M 0.09% 0 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; 2024Q4: 3,070 shares; 2025Q1: 3,198 shares; 2025Q2: 3,237 shares; 2025Q3: 3,237 shares; 2025Q4: 3,240 shares; 2026Q1: 3,288 shares; 2026Q2: 3,288 shares; 2026Q3: 3,288 shares 3,288 $1.31M 0.09% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,666 shares; 2025Q1: 15,633 shares; 2025Q2: 15,685 shares; 2025Q3: 15,595 shares; 2025Q4: 14,784 shares; 2026Q1: 14,784 shares; 2026Q2: 14,732 shares; 2026Q3: 14,732 shares 14,732 $1.3M 0.09% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,196 shares; 2025Q1: 13,051 shares; 2025Q2: 26,102 shares; 2025Q3: 26,102 shares; 2025Q4: 26,102 shares; 2026Q1: 26,102 shares; 2026Q2: 26,102 shares; 2026Q3: 26,102 shares 26,102 $1.29M 0.09% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,590 shares; 2025Q1: 26,540 shares; 2025Q2: 29,595 shares; 2025Q3: 29,470 shares; 2025Q4: 32,091 shares; 2026Q1: 32,064 shares; 2026Q2: 29,495 shares; 2026Q3: 29,482 shares 29,482 $1.25M 0.08% -13 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 2,054 shares; 2025Q2: 2,189 shares; 2025Q3: 2,154 shares; 2025Q4: 2,155 shares; 2026Q1: 2,677 shares; 2026Q2: 2,858 shares; 2026Q3: 3,419 shares 3,419 $1.21M 0.08% +561 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,615 shares; 2025Q1: 5,540 shares; 2025Q2: 6,204 shares; 2025Q3: 5,517 shares; 2025Q4: 4,517 shares; 2026Q1: 4,581 shares; 2026Q2: 4,581 shares; 2026Q3: 4,454 shares 4,454 $1.17M 0.08% -127 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,731 shares; 2025Q1: 8,836 shares; 2025Q2: 9,506 shares; 2025Q3: 9,711 shares; 2025Q4: 10,713 shares; 2026Q1: 10,803 shares; 2026Q2: 8,473 shares; 2026Q3: 7,863 shares 7,863 $1.07M 0.07% -610 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,379 shares; 2025Q1: 6,379 shares; 2025Q2: 6,379 shares; 2025Q3: 6,379 shares; 2025Q4: 6,379 shares; 2026Q1: 6,379 shares; 2026Q2: 6,379 shares; 2026Q3: 6,379 shares 6,379 $1.04M 0.07% 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; 2024Q4: 3,931 shares; 2025Q1: 3,931 shares; 2025Q2: 3,980 shares; 2025Q3: 3,980 shares; 2025Q4: 4,767 shares; 2026Q1: 4,718 shares; 2026Q2: 4,718 shares; 2026Q3: 9,186 shares 9,186 $926K 0.06% +4,468 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; 2024Q4: 738 shares; 2025Q1: 904 shares; 2025Q2: 917 shares; 2025Q3: 942 shares; 2025Q4: 1,357 shares; 2026Q1: 1,299 shares; 2026Q2: 1,190 shares; 2026Q3: 1,272 shares 1,272 $892K 0.06% +82 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,163 shares; 2025Q1: 13,720 shares; 2025Q2: 14,645 shares; 2025Q3: 14,645 shares; 2025Q4: 15,505 shares; 2026Q1: 15,505 shares; 2026Q2: 15,545 shares; 2026Q3: 15,545 shares 15,545 $847K 0.06% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 11,550 shares; 2026Q1: 14,875 shares; 2026Q2: 15,110 shares; 2026Q3: 14,110 shares 14,110 $809K 0.05% -1,000 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,229 shares; 2026Q1: 1,230 shares; 2026Q2: 3,094 shares; 2026Q3: 3,373 shares 3,373 $787K 0.05% +279 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,410 shares; 2025Q1: 13,425 shares; 2025Q2: 14,610 shares; 2025Q3: 16,335 shares; 2025Q4: 17,109 shares; 2026Q1: 16,073 shares; 2026Q2: 16,794 shares; 2026Q3: 15,670 shares 15,670 $756K 0.05% -1,124 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; 2024Q4: 2,465 shares; 2025Q1: 2,203 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 2,175 shares; 2026Q2: 2,143 shares; 2026Q3: 2,216 shares 2,216 $733K 0.05% +73 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,981 shares; 2026Q3: 3,198 shares 3,198 $691K 0.05% +217 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,585 shares; 2025Q1: 15,045 shares; 2025Q2: 15,305 shares; 2025Q3: 15,305 shares; 2025Q4: 17,283 shares; 2026Q1: 20,908 shares; 2026Q2: 23,113 shares; 2026Q3: 21,684 shares 21,684 $682K 0.05% -1,429 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; 2024Q4: 1,067 shares; 2025Q1: 1,066 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 1,069 shares; 2026Q2: 1,069 shares; 2026Q3: 1,069 shares 1,069 $633K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares; 2026Q2: 819 shares; 2026Q3: 819 shares 819 $627K 0.04% 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; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 4,502 shares; 2025Q3: 4,502 shares; 2025Q4: 4,502 shares; 2026Q1: 4,502 shares; 2026Q2: 4,502 shares; 2026Q3: 4,502 shares 4,502 $620K 0.04% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,590 shares; 2025Q4: 5,590 shares; 2026Q1: 6,815 shares; 2026Q2: 6,815 shares; 2026Q3: 6,815 shares 6,815 $598K 0.04% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,325 shares; 2025Q1: 9,325 shares; 2025Q2: 9,325 shares; 2025Q3: 9,325 shares; 2025Q4: 14,125 shares; 2026Q1: 14,125 shares; 2026Q2: 14,125 shares; 2026Q3: 14,125 shares 14,125 $587K 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,179 shares; 2025Q1: 1,182 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares; 2026Q3: 1,056 shares 1,056 $582K 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,761 shares; 2025Q1: 3,761 shares; 2025Q2: 3,761 shares; 2025Q3: 4,125 shares; 2025Q4: 4,125 shares; 2026Q1: 4,171 shares; 2026Q2: 4,270 shares; 2026Q3: 4,270 shares 4,270 $581K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,609 shares; 2025Q1: 3,044 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 3,027 shares; 2026Q2: 3,027 shares; 2026Q3: 3,027 shares 3,027 $578K 0.04% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 852 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 704 shares; 2025Q4: 706 shares; 2026Q1: 706 shares; 2026Q2: 703 shares; 2026Q3: 705 shares 705 $572K 0.04% +2 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,948 shares; 2025Q1: 4,898 shares; 2025Q2: 5,498 shares; 2025Q3: 5,348 shares; 2025Q4: 5,245 shares; 2026Q1: 5,358 shares; 2026Q2: 5,471 shares; 2026Q3: 5,471 shares 5,471 $569K 0.04% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 2,895 shares; 2026Q2: 3,045 shares; 2026Q3: 3,045 shares 3,045 $567K 0.04% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 2,237 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares; 2026Q1: 2,266 shares; 2026Q2: 2,266 shares; 2026Q3: 2,266 shares 2,266 $523K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,869 shares; 2025Q1: 1,876 shares; 2025Q2: 1,679 shares; 2025Q3: 1,279 shares; 2025Q4: 1,105 shares; 2026Q1: 1,185 shares; 2026Q2: 1,185 shares; 2026Q3: 1,185 shares 1,185 $500K 0.03% 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; 2024Q4: 2,145 shares; 2025Q1: 2,345 shares; 2025Q2: 2,433 shares; 2025Q3: 2,433 shares; 2025Q4: 2,433 shares; 2026Q1: 2,433 shares; 2026Q2: 2,433 shares; 2026Q3: 2,433 shares 2,433 $452K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,725 shares; 2025Q1: 9,725 shares; 2025Q2: 9,725 shares; 2025Q3: 10,725 shares; 2025Q4: 10,725 shares; 2026Q1: 10,725 shares; 2026Q2: 14,350 shares; 2026Q3: 14,350 shares 14,350 $449K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 914 shares; 2025Q4: 922 shares; 2026Q1: 852 shares; 2026Q2: 4,904 shares; 2026Q3: 4,754 shares 4,754 $428K 0.03% -150 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 254 shares; 2025Q1: 259 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 5,710 shares; 2026Q1: 5,710 shares; 2026Q2: 5,710 shares; 2026Q3: 5,710 shares 5,710 $397K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 218 shares; 2026Q2: 218 shares; 2026Q3: 219 shares 219 $397K 0.03% +1 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,050 shares; 2025Q4: 3,048 shares; 2026Q1: 3,048 shares; 2026Q2: 3,048 shares; 2026Q3: 3,048 shares 3,048 $393K 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,572 shares; 2026Q3: 2,512 shares 2,512 $390K 0.03% +940 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; 2024Q4: 407 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: 316 shares; 2026Q2: 316 shares; 2026Q3: 336 shares 336 $389K 0.03% +20 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,590 shares; 2025Q1: 2,627 shares; 2025Q2: 2,668 shares; 2025Q3: 2,668 shares; 2025Q4: 2,668 shares; 2026Q1: 2,631 shares; 2026Q2: 2,590 shares; 2026Q3: 2,590 shares 2,590 $384K 0.03% 0 Timeline INDV INDIVIOR PHARMACEUTICALS INC More: the full row for INDIVIOR PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,003 shares; 2026Q2: 10,003 shares; 2026Q3: 10,003 shares 10,003 $359K 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; 2024Q4: 5,077 shares; 2025Q1: 5,406 shares; 2025Q2: 5,393 shares; 2025Q3: 5,394 shares; 2025Q4: 4,595 shares; 2026Q1: 4,597 shares; 2026Q2: 4,598 shares; 2026Q3: 4,599 shares 4,599 $310K 0.02% +1 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; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares; 2026Q3: 3,600 shares 3,600 $307K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,606 shares; 2025Q1: 3,014 shares; 2025Q2: 3,113 shares; 2025Q3: 3,113 shares; 2025Q4: not reported; 2026Q1: 2,376 shares; 2026Q2: 2,376 shares; 2026Q3: 2,376 shares 2,376 $297K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,328 shares; 2026Q2: 3,658 shares; 2026Q3: 3,658 shares 3,658 $286K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 586 shares; 2025Q1: 527 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares; 2026Q2: 525 shares; 2026Q3: 525 shares 525 $258K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 822 shares; 2026Q3: 972 shares 972 $257K 0.02% +150 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,565 shares; 2026Q2: not reported; 2026Q3: 2,565 shares 2,565 $244K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,016 shares; 2026Q3: 1,541 shares 1,541 $237K 0.02% +525 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; 2024Q4: 5,821 shares; 2025Q1: 5,847 shares; 2025Q2: 5,821 shares; 2025Q3: 5,276 shares; 2025Q4: not reported; 2026Q1: 4,861 shares; 2026Q2: 4,861 shares; 2026Q3: 5,155 shares 5,155 $236K 0.02% +294 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: not reported; 2026Q2: 1,515 shares; 2026Q3: 1,515 shares 1,515 $235K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,272 shares 1,272 $227K 0.02% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,000 shares; 2025Q1: 9,177 shares; 2025Q2: 2,446 shares; 2025Q3: 2,446 shares; 2025Q4: 2,426 shares; 2026Q1: 2,611 shares; 2026Q2: 2,329 shares; 2026Q3: 2,149 shares 2,149 $227K 0.02% -180 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 4,605 shares; 2026Q1: 3,197 shares; 2026Q2: 3,103 shares; 2026Q3: 2,603 shares 2,603 $221K 0.01% -500 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; 2024Q4: 4,253 shares; 2025Q1: 4,249 shares; 2025Q2: 3,727 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249 shares; 2026Q2: 229 shares; 2026Q3: 229 shares 229 $218K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: not reported; 2026Q3: 250 shares 250 $213K 0.01% new 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; 2024Q4: 2,133 shares; 2025Q1: 2,144 shares; 2025Q2: 2,170 shares; 2025Q3: 1,350 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,146 shares; 2026Q3: 1,120 shares 1,120 $206K 0.01% -26 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; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 435 shares; 2026Q1: 400 shares; 2026Q2: 341 shares; 2026Q3: 271 shares 271 $201K 0.01% -70 Timeline