MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 120,597 shares; 2023Q4: 111,653 shares; 2024Q1: 111,411 shares; 2024Q2: 111,763 shares; 2024Q3: 111,122 shares; 2024Q4: 110,380 shares; 2025Q1: 106,179 shares; 2025Q2: 110,674 shares 110,674 $55.1M 9.66% +4,495 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 202,859 shares; 2023Q4: 181,319 shares; 2024Q1: 172,344 shares; 2024Q2: 165,745 shares; 2024Q3: 165,466 shares; 2024Q4: 155,691 shares; 2025Q1: 150,515 shares; 2025Q2: 138,285 shares 138,285 $28.4M 4.98% -12,230 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; 2023Q3: 97,507 shares; 2023Q4: 93,239 shares; 2024Q1: 94,792 shares; 2024Q2: 95,061 shares; 2024Q3: 93,349 shares; 2024Q4: 96,207 shares; 2025Q1: 92,102 shares; 2025Q2: 110,945 shares 110,945 $24.3M 4.27% +18,843 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; 2023Q3: 17,019 shares; 2023Q4: 18,849 shares; 2024Q1: 19,441 shares; 2024Q2: 19,708 shares; 2024Q3: 19,952 shares; 2024Q4: 21,034 shares; 2025Q1: 21,725 shares; 2025Q2: 29,084 shares 29,084 $21.5M 3.77% +7,359 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; 2023Q3: 36,727 shares; 2023Q4: 38,613 shares; 2024Q1: 39,442 shares; 2024Q2: 39,594 shares; 2024Q3: 37,911 shares; 2024Q4: 37,901 shares; 2025Q1: 37,900 shares; 2025Q2: 37,837 shares 37,837 $20.9M 3.66% -63 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 130,830 shares; 2023Q4: 113,915 shares; 2024Q1: 113,663 shares; 2024Q2: 113,754 shares; 2024Q3: 114,735 shares; 2024Q4: 107,102 shares; 2025Q1: 106,428 shares; 2025Q2: 110,124 shares 110,124 $19.4M 3.41% +3,696 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,106 shares; 2023Q4: 6,806 shares; 2024Q1: 8,018 shares; 2024Q2: 79,435 shares; 2024Q3: 82,075 shares; 2024Q4: 84,790 shares; 2025Q1: 78,225 shares; 2025Q2: 119,371 shares 119,371 $18.9M 3.31% +41,146 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; 2023Q3: 84,556 shares; 2023Q4: 77,208 shares; 2024Q1: 76,550 shares; 2024Q2: 70,667 shares; 2024Q3: 66,680 shares; 2024Q4: 62,348 shares; 2025Q1: 60,165 shares; 2025Q2: 60,730 shares 60,730 $17.6M 3.09% +565 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 119,149 shares; 2023Q4: 104,649 shares; 2024Q1: 100,619 shares; 2024Q2: 100,961 shares; 2024Q3: 100,553 shares; 2024Q4: 86,122 shares; 2025Q1: 81,643 shares; 2025Q2: 81,653 shares 81,653 $14.5M 2.54% +10 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 58,115 shares; 2023Q4: 58,830 shares; 2024Q1: 58,450 shares; 2024Q2: 57,597 shares; 2024Q3: 56,168 shares; 2024Q4: 56,101 shares; 2025Q1: 55,905 shares; 2025Q2: 53,719 shares 53,719 $13.6M 2.39% -2,186 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; 2023Q3: 25,022 shares; 2023Q4: 24,702 shares; 2024Q1: 24,526 shares; 2024Q2: 23,923 shares; 2024Q3: 22,359 shares; 2024Q4: 22,102 shares; 2025Q1: 21,899 shares; 2025Q2: 21,441 shares 21,441 $13.2M 2.33% -458 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 64,669 shares; 2023Q4: 55,774 shares; 2024Q1: 57,749 shares; 2024Q2: 57,709 shares; 2024Q3: 55,877 shares; 2024Q4: 54,156 shares; 2025Q1: 44,326 shares; 2025Q2: 52,856 shares 52,856 $11.6M 2.03% +8,530 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 88,065 shares; 2023Q4: 78,489 shares; 2024Q1: 77,907 shares; 2024Q2: 70,448 shares; 2024Q3: 67,605 shares; 2024Q4: 70,725 shares; 2025Q1: 67,096 shares; 2025Q2: 73,680 shares 73,680 $11.3M 1.98% +6,584 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; 2023Q3: 49,258 shares; 2023Q4: 48,813 shares; 2024Q1: 48,866 shares; 2024Q2: 50,006 shares; 2024Q3: 47,520 shares; 2024Q4: 46,083 shares; 2025Q1: 40,083 shares; 2025Q2: 36,842 shares 36,842 $10.9M 1.91% -3,241 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; 2023Q3: 291,546 shares; 2023Q4: 215,541 shares; 2024Q1: 217,992 shares; 2024Q2: 217,317 shares; 2024Q3: 212,553 shares; 2024Q4: 200,878 shares; 2025Q1: 190,293 shares; 2025Q2: 189,673 shares 189,673 $8.98M 1.58% -620 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,126 shares; 2023Q4: 40,728 shares; 2024Q1: 121,884 shares; 2024Q2: 121,734 shares; 2024Q3: 117,215 shares; 2024Q4: 99,990 shares; 2025Q1: 90,293 shares; 2025Q2: 91,341 shares 91,341 $8.93M 1.57% +1,048 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; 2023Q3: 17,745 shares; 2023Q4: 13,331 shares; 2024Q1: 13,431 shares; 2024Q2: 13,375 shares; 2024Q3: 13,327 shares; 2024Q4: 9,720 shares; 2025Q1: 8,320 shares; 2025Q2: 8,502 shares 8,502 $8.42M 1.48% +182 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,063 shares 56,063 $7.95M 1.4% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,106 shares; 2023Q4: 50,111 shares; 2024Q1: 47,066 shares; 2024Q2: 47,266 shares; 2024Q3: 43,335 shares; 2024Q4: 44,905 shares; 2025Q1: 46,625 shares; 2025Q2: 50,839 shares 50,839 $7.28M 1.28% +4,214 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,813 shares; 2023Q4: 23,068 shares; 2024Q1: 23,148 shares; 2024Q2: 22,581 shares; 2024Q3: 22,082 shares; 2024Q4: 21,897 shares; 2025Q1: 20,006 shares; 2025Q2: 25,859 shares 25,859 $7.22M 1.27% +5,853 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,783 shares; 2023Q4: 25,183 shares; 2024Q1: 19,808 shares; 2024Q2: 50,243 shares; 2024Q3: 58,178 shares; 2024Q4: 81,853 shares; 2025Q1: 113,798 shares; 2025Q2: 124,573 shares 124,573 $7.04M 1.24% +10,775 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,516 shares; 2023Q4: 52,778 shares; 2024Q1: 52,728 shares; 2024Q2: 51,078 shares; 2024Q3: 51,593 shares; 2024Q4: 51,333 shares; 2025Q1: 50,533 shares; 2025Q2: 50,286 shares 50,286 $6.84M 1.2% -247 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; 2023Q3: 43,590 shares; 2023Q4: 33,681 shares; 2024Q1: 33,479 shares; 2024Q2: 32,904 shares; 2024Q3: 31,890 shares; 2024Q4: 31,044 shares; 2025Q1: 30,044 shares; 2025Q2: 29,468 shares 29,468 $6.74M 1.18% -576 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,487 shares; 2023Q4: 15,386 shares; 2024Q1: 16,140 shares; 2024Q2: 16,540 shares; 2024Q3: 17,137 shares; 2024Q4: 17,217 shares; 2025Q1: 16,137 shares; 2025Q2: 18,367 shares 18,367 $6.52M 1.14% +2,230 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; 2023Q3: 5,882 shares; 2023Q4: 6,224 shares; 2024Q1: 7,007 shares; 2024Q2: 7,179 shares; 2024Q3: 7,460 shares; 2024Q4: 7,519 shares; 2025Q1: 6,852 shares; 2025Q2: 7,993 shares 7,993 $6.23M 1.09% +1,141 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 63,389 shares; 2023Q4: 59,219 shares; 2024Q1: 58,099 shares; 2024Q2: 60,274 shares; 2024Q3: 60,204 shares; 2024Q4: 60,524 shares; 2025Q1: 58,824 shares; 2025Q2: 59,217 shares 59,217 $5.44M 0.95% +393 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,440 shares; 2023Q4: 34,117 shares; 2024Q1: 34,774 shares; 2024Q2: 34,539 shares; 2024Q3: 33,502 shares; 2024Q4: 33,297 shares; 2025Q1: 34,662 shares; 2025Q2: 38,164 shares 38,164 $5.04M 0.88% +3,502 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; 2023Q3: 51,666 shares; 2023Q4: 38,635 shares; 2024Q1: 38,541 shares; 2024Q2: 37,416 shares; 2024Q3: 36,186 shares; 2024Q4: 30,084 shares; 2025Q1: 29,373 shares; 2025Q2: 30,182 shares 30,182 $4.81M 0.84% +809 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; 2023Q3: 30,888 shares; 2023Q4: 24,654 shares; 2024Q1: 24,362 shares; 2024Q2: 24,387 shares; 2024Q3: 24,397 shares; 2024Q4: 23,397 shares; 2025Q1: 20,504 shares; 2025Q2: 20,606 shares 20,606 $4.74M 0.83% +102 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; 2023Q3: 1,312 shares; 2023Q4: 1,312 shares; 2024Q1: 1,312 shares; 2024Q2: 1,312 shares; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 6,713 shares 6,713 $4.45M 0.78% +5,309 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; 2023Q3: 9,048 shares; 2023Q4: 8,498 shares; 2024Q1: 8,503 shares; 2024Q2: 8,613 shares; 2024Q3: 9,375 shares; 2024Q4: 9,353 shares; 2025Q1: 8,153 shares; 2025Q2: 9,138 shares 9,138 $4.44M 0.78% +985 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; 2023Q3: 13,887 shares; 2023Q4: 12,182 shares; 2024Q1: 12,175 shares; 2024Q2: 12,300 shares; 2024Q3: 11,734 shares; 2024Q4: 11,709 shares; 2025Q1: 10,154 shares; 2025Q2: 11,587 shares 11,587 $4.25M 0.75% +1,433 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 611 shares; 2024Q1: 722 shares; 2024Q2: 772 shares; 2024Q3: 9,050 shares; 2024Q4: 10,150 shares; 2025Q1: 9,118 shares; 2025Q2: 14,518 shares 14,518 $4M 0.7% +5,400 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; 2023Q3: 15,030 shares; 2023Q4: 23,030 shares; 2024Q1: 23,010 shares; 2024Q2: 25,002 shares; 2024Q3: 28,344 shares; 2024Q4: 29,844 shares; 2025Q1: 31,267 shares; 2025Q2: 36,710 shares 36,710 $3.96M 0.69% +5,443 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,848 shares; 2023Q4: 12,975 shares; 2024Q1: 12,805 shares; 2024Q2: 12,801 shares; 2024Q3: 13,001 shares; 2024Q4: 12,949 shares; 2025Q1: 12,626 shares; 2025Q2: 12,938 shares 12,938 $3.78M 0.66% +312 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,562 shares; 2024Q3: 7,837 shares; 2024Q4: 8,337 shares; 2025Q1: 31,112 shares; 2025Q2: 58,444 shares 58,444 $3.72M 0.65% +27,332 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; 2023Q3: 33,780 shares; 2023Q4: 30,236 shares; 2024Q1: 29,936 shares; 2024Q2: 31,970 shares; 2024Q3: 32,284 shares; 2024Q4: 32,623 shares; 2025Q1: 30,923 shares; 2025Q2: 31,238 shares 31,238 $3.69M 0.65% +315 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,509 shares; 2023Q4: 10,009 shares; 2024Q1: 10,259 shares; 2024Q2: 9,859 shares; 2024Q3: 9,905 shares; 2024Q4: 9,800 shares; 2025Q1: 8,800 shares; 2025Q2: 9,147 shares 9,147 $3.55M 0.62% +347 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,782 shares; 2023Q4: 5,507 shares; 2024Q1: 5,507 shares; 2024Q2: 5,507 shares; 2024Q3: 5,507 shares; 2024Q4: 5,517 shares; 2025Q1: 5,611 shares; 2025Q2: 5,656 shares 5,656 $3.51M 0.62% +45 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; 2023Q3: 57,733 shares; 2023Q4: 54,520 shares; 2024Q1: 58,077 shares; 2024Q2: 57,376 shares; 2024Q3: 52,855 shares; 2024Q4: 52,610 shares; 2025Q1: 48,985 shares; 2025Q2: 49,906 shares 49,906 $3.46M 0.61% +921 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; 2023Q3: 17,893 shares; 2023Q4: 16,931 shares; 2024Q1: 16,013 shares; 2024Q2: 14,918 shares; 2024Q3: 14,078 shares; 2024Q4: 13,466 shares; 2025Q1: 12,114 shares; 2025Q2: 11,090 shares 11,090 $3.46M 0.61% -1,024 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,478 shares; 2023Q4: 9,256 shares; 2024Q1: 9,256 shares; 2024Q2: 9,190 shares; 2024Q3: 8,682 shares; 2024Q4: 8,562 shares; 2025Q1: 8,167 shares; 2025Q2: 7,743 shares 7,743 $3.41M 0.6% -424 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,408 shares 54,408 $3.09M 0.54% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,399 shares; 2023Q4: 26,556 shares; 2024Q1: 26,535 shares; 2024Q2: 26,041 shares; 2024Q3: 26,626 shares; 2024Q4: 16,831 shares; 2025Q1: 15,677 shares; 2025Q2: 16,466 shares 16,466 $3.06M 0.54% +789 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,831 shares; 2023Q4: 21,523 shares; 2024Q1: 21,373 shares; 2024Q2: 21,423 shares; 2024Q3: 21,784 shares; 2024Q4: 21,784 shares; 2025Q1: 20,277 shares; 2025Q2: 20,900 shares 20,900 $3.05M 0.54% +623 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; 2023Q3: 68,529 shares; 2023Q4: 41,084 shares; 2024Q1: 38,554 shares; 2024Q2: 37,954 shares; 2024Q3: 34,554 shares; 2024Q4: 33,629 shares; 2025Q1: 31,219 shares; 2025Q2: 36,627 shares 36,627 $2.93M 0.52% +5,408 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,843 shares; 2023Q4: 11,243 shares; 2024Q1: 6,630 shares; 2024Q2: 3,979 shares; 2024Q3: 4,254 shares; 2024Q4: 5,294 shares; 2025Q1: 4,679 shares; 2025Q2: 9,085 shares 9,085 $2.89M 0.51% +4,406 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,261 shares; 2023Q4: 2,898 shares; 2024Q1: 2,873 shares; 2024Q2: 2,773 shares; 2024Q3: 2,945 shares; 2024Q4: 2,807 shares; 2025Q1: 1,887 shares; 2025Q2: 2,115 shares 2,115 $2.83M 0.5% +228 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,311 shares; 2023Q4: 5,311 shares; 2024Q1: 5,111 shares; 2024Q2: 5,011 shares; 2024Q3: 5,284 shares; 2024Q4: 8,154 shares; 2025Q1: 11,534 shares; 2025Q2: 15,003 shares 15,003 $2.75M 0.48% +3,469 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; 2023Q3: 17,452 shares; 2023Q4: 13,344 shares; 2024Q1: 13,250 shares; 2024Q2: 12,418 shares; 2024Q3: 11,998 shares; 2024Q4: 11,473 shares; 2025Q1: 15,452 shares; 2025Q2: 17,955 shares 17,955 $2.23M 0.39% +2,503 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,402 shares; 2024Q1: 5,452 shares; 2024Q2: 8,312 shares; 2024Q3: 6,967 shares; 2024Q4: 16,642 shares; 2025Q1: 10,117 shares; 2025Q2: 16,984 shares 16,984 $2.09M 0.37% +6,867 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,056 shares; 2023Q4: 29,406 shares; 2024Q1: 28,448 shares; 2024Q2: 35,348 shares; 2024Q3: 40,793 shares; 2024Q4: 52,863 shares; 2025Q1: 62,363 shares; 2025Q2: 69,444 shares 69,444 $2.04M 0.36% +7,081 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,521 shares; 2023Q4: 22,271 shares; 2024Q1: 22,121 shares; 2024Q2: 21,796 shares; 2024Q3: 21,359 shares; 2024Q4: 19,849 shares; 2025Q1: 19,805 shares; 2025Q2: 37,536 shares 37,536 $1.97M 0.35% +17,731 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,925 shares 18,925 $1.91M 0.33% new 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; 2023Q3: 11,249 shares; 2023Q4: 11,674 shares; 2024Q1: 11,628 shares; 2024Q2: 9,978 shares; 2024Q3: 7,770 shares; 2024Q4: 7,697 shares; 2025Q1: 6,697 shares; 2025Q2: 7,920 shares 7,920 $1.84M 0.32% +1,223 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; 2023Q3: 51,725 shares; 2023Q4: 34,870 shares; 2024Q1: 34,570 shares; 2024Q2: 34,470 shares; 2024Q3: 35,079 shares; 2024Q4: 29,029 shares; 2025Q1: 27,913 shares; 2025Q2: 25,992 shares 25,992 $1.84M 0.32% -1,921 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; 2023Q3: 6,604 shares; 2023Q4: 6,504 shares; 2024Q1: 6,329 shares; 2024Q2: 6,334 shares; 2024Q3: 5,410 shares; 2024Q4: 5,410 shares; 2025Q1: 5,725 shares; 2025Q2: 6,000 shares 6,000 $1.83M 0.32% +275 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; 2023Q3: 72,768 shares; 2023Q4: 48,518 shares; 2024Q1: 48,518 shares; 2024Q2: 48,353 shares; 2024Q3: 48,453 shares; 2024Q4: 54,168 shares; 2025Q1: 53,918 shares; 2025Q2: 58,918 shares 58,918 $1.83M 0.32% +5,000 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,979 shares; 2023Q4: 3,982 shares; 2024Q1: 3,982 shares; 2024Q2: 3,871 shares; 2024Q3: 3,530 shares; 2024Q4: 3,530 shares; 2025Q1: 3,404 shares; 2025Q2: 4,253 shares 4,253 $1.81M 0.32% +849 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; 2023Q3: 6,038 shares; 2023Q4: 5,638 shares; 2024Q1: 5,488 shares; 2024Q2: 5,488 shares; 2024Q3: 5,925 shares; 2024Q4: 9,475 shares; 2025Q1: 9,954 shares; 2025Q2: 9,760 shares 9,760 $1.78M 0.31% -194 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; 2023Q3: 21,474 shares; 2023Q4: 28,274 shares; 2024Q1: 26,914 shares; 2024Q2: 29,114 shares; 2024Q3: 30,273 shares; 2024Q4: 23,557 shares; 2025Q1: 31,407 shares; 2025Q2: 30,722 shares 30,722 $1.77M 0.31% -685 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,793 shares; 2023Q4: 40,673 shares; 2024Q1: 39,323 shares; 2024Q2: 38,389 shares; 2024Q3: 37,072 shares; 2024Q4: 36,071 shares; 2025Q1: 35,338 shares; 2025Q2: 35,133 shares 35,133 $1.59M 0.28% -205 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 16,723 shares; 2024Q1: 16,448 shares; 2024Q2: 18,423 shares; 2024Q3: 20,673 shares; 2024Q4: 20,673 shares; 2025Q1: 20,673 shares; 2025Q2: 21,545 shares 21,545 $1.49M 0.26% +872 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,906 shares; 2023Q4: 1,906 shares; 2024Q1: 1,907 shares; 2024Q2: 1,907 shares; 2024Q3: 2,353 shares; 2024Q4: 2,353 shares; 2025Q1: 2,348 shares; 2025Q2: 2,548 shares 2,548 $1.43M 0.25% +200 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,742 shares; 2023Q4: 6,742 shares; 2024Q1: 6,817 shares; 2024Q2: 6,817 shares; 2024Q3: 6,889 shares; 2024Q4: 6,892 shares; 2025Q1: 6,128 shares; 2025Q2: 5,352 shares 5,352 $1.38M 0.24% -776 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,437 shares; 2023Q4: 51,843 shares; 2024Q1: 48,843 shares; 2024Q2: 41,271 shares; 2024Q3: 41,386 shares; 2024Q4: 41,400 shares; 2025Q1: 41,400 shares; 2025Q2: 41,400 shares 41,400 $1.35M 0.24% 0 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; 2023Q3: 54,006 shares; 2023Q4: 25,554 shares; 2024Q1: 25,554 shares; 2024Q2: 25,254 shares; 2024Q3: 25,135 shares; 2024Q4: 22,564 shares; 2025Q1: 20,402 shares; 2025Q2: 19,926 shares 19,926 $1.34M 0.24% -476 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,609 shares; 2023Q4: 9,069 shares; 2024Q1: 8,851 shares; 2024Q2: 9,126 shares; 2024Q3: 9,754 shares; 2024Q4: 9,697 shares; 2025Q1: 9,847 shares; 2025Q2: 8,401 shares 8,401 $1.34M 0.23% -1,446 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; 2023Q3: 11,554 shares; 2023Q4: 11,979 shares; 2024Q1: 11,279 shares; 2024Q2: 13,159 shares; 2024Q3: 13,830 shares; 2024Q4: 12,250 shares; 2025Q1: 2,002 shares; 2025Q2: 9,230 shares 9,230 $1.31M 0.23% +7,228 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,998 shares; 2023Q4: 3,998 shares; 2024Q1: 3,998 shares; 2024Q2: 3,998 shares; 2024Q3: 7,996 shares; 2024Q4: 7,996 shares; 2025Q1: 7,996 shares; 2025Q2: 7,996 shares 7,996 $1.31M 0.23% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 64,396 shares; 2023Q4: 72,921 shares; 2024Q1: 68,171 shares; 2024Q2: 54,235 shares; 2024Q3: 50,735 shares; 2024Q4: 49,985 shares; 2025Q1: 45,895 shares; 2025Q2: 48,895 shares 48,895 $1.29M 0.23% +3,000 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,621 shares; 2023Q4: 8,596 shares; 2024Q1: 8,496 shares; 2024Q2: 8,396 shares; 2024Q3: 8,790 shares; 2024Q4: 8,704 shares; 2025Q1: 8,404 shares; 2025Q2: 8,404 shares 8,404 $1.29M 0.23% 0 Timeline BANK OF AMER CORP 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; 2023Q3: 2,202 shares; 2023Q4: 1,844 shares; 2024Q1: 1,844 shares; 2024Q2: 1,159 shares; 2024Q3: 1,139 shares; 2024Q4: 1,114 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares 1,064 $1.29M 0.23% 0 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; 2023Q3: 23,982 shares; 2023Q4: 17,762 shares; 2024Q1: 16,607 shares; 2024Q2: 16,442 shares; 2024Q3: 16,079 shares; 2024Q4: 16,019 shares; 2025Q1: 12,524 shares; 2025Q2: 9,886 shares 9,886 $1.27M 0.22% -2,638 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; 2023Q3: 21,912 shares; 2023Q4: 19,062 shares; 2024Q1: 19,062 shares; 2024Q2: 25,440 shares; 2024Q3: 25,188 shares; 2024Q4: 24,688 shares; 2025Q1: 12,690 shares; 2025Q2: 16,967 shares 16,967 $1.24M 0.22% +4,277 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,615 shares; 2023Q4: 1,485 shares; 2024Q1: 1,477 shares; 2024Q2: 1,378 shares; 2024Q3: 1,378 shares; 2024Q4: 1,358 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares 1,033 $1.21M 0.21% 0 NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,648 shares; 2024Q3: 17,873 shares; 2024Q4: 21,073 shares; 2025Q1: 19,348 shares; 2025Q2: 23,123 shares 23,123 $1.19M 0.21% +3,775 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; 2023Q3: 21,344 shares; 2023Q4: 14,849 shares; 2024Q1: 14,599 shares; 2024Q2: 14,349 shares; 2024Q3: 12,806 shares; 2024Q4: 12,749 shares; 2025Q1: 12,249 shares; 2025Q2: 12,494 shares 12,494 $1.14M 0.2% +245 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,250 shares; 2023Q4: 38,850 shares; 2024Q1: 38,575 shares; 2024Q2: 37,775 shares; 2024Q3: 37,906 shares; 2024Q4: 37,828 shares; 2025Q1: 37,828 shares; 2025Q2: 31,128 shares 31,128 $1.13M 0.2% -6,700 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,283 shares; 2023Q4: 6,942 shares; 2024Q1: 6,949 shares; 2024Q2: 7,199 shares; 2024Q3: 7,188 shares; 2024Q4: 7,378 shares; 2025Q1: 7,378 shares; 2025Q2: 10,728 shares 10,728 $1.13M 0.2% +3,350 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,171 shares 5,171 $1.12M 0.2% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,183 shares 10,183 $1.11M 0.19% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,398 shares; 2023Q4: 2,458 shares; 2024Q1: 2,458 shares; 2024Q2: 2,543 shares; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,605 shares; 2025Q2: 4,275 shares 4,275 $1.09M 0.19% +1,670 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 12,509 shares; 2024Q1: 10,459 shares; 2024Q2: 10,009 shares; 2024Q3: 17,709 shares; 2024Q4: 16,441 shares; 2025Q1: 22,641 shares; 2025Q2: 24,641 shares 24,641 $1.06M 0.19% +2,000 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,216 shares; 2023Q4: 7,290 shares; 2024Q1: 7,105 shares; 2024Q2: 6,550 shares; 2024Q3: 4,626 shares; 2024Q4: 2,856 shares; 2025Q1: 1,926 shares; 2025Q2: 2,076 shares 2,076 $1.06M 0.19% +150 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,833 shares; 2023Q4: 2,608 shares; 2024Q1: 2,323 shares; 2024Q2: 2,373 shares; 2024Q3: 2,565 shares; 2024Q4: 2,740 shares; 2025Q1: 2,440 shares; 2025Q2: 2,630 shares 2,630 $1.02M 0.18% +190 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,813 shares; 2023Q4: 13,237 shares; 2024Q1: 12,280 shares; 2024Q2: 10,830 shares; 2024Q3: 11,253 shares; 2024Q4: 11,203 shares; 2025Q1: 14,956 shares; 2025Q2: 11,944 shares 11,944 $1.02M 0.18% -3,012 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,025 shares; 2023Q4: 8,333 shares; 2024Q1: 10,758 shares; 2024Q2: 10,209 shares; 2024Q3: 10,177 shares; 2024Q4: 10,027 shares; 2025Q1: 9,766 shares; 2025Q2: 9,766 shares 9,766 $1.01M 0.18% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,891 shares; 2023Q4: 27,505 shares; 2024Q1: 27,923 shares; 2024Q2: 24,038 shares; 2024Q3: 24,725 shares; 2024Q4: 24,107 shares; 2025Q1: 23,257 shares; 2025Q2: 23,309 shares 23,309 $1.01M 0.18% +52 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,727 shares; 2023Q4: 7,712 shares; 2024Q1: 7,442 shares; 2024Q2: 7,112 shares; 2024Q3: 5,987 shares; 2024Q4: 5,987 shares; 2025Q1: 5,987 shares; 2025Q2: 5,827 shares 5,827 $974K 0.17% -160 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; 2023Q3: 58,977 shares; 2023Q4: 48,938 shares; 2024Q1: 39,827 shares; 2024Q2: 36,671 shares; 2024Q3: 24,301 shares; 2024Q4: 19,648 shares; 2025Q1: 13,455 shares; 2025Q2: 13,974 shares 13,974 $969K 0.17% +519 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; 2023Q3: 14,378 shares; 2023Q4: 21,498 shares; 2024Q1: 22,363 shares; 2024Q2: 22,184 shares; 2024Q3: 21,844 shares; 2024Q4: 15,384 shares; 2025Q1: 15,586 shares; 2025Q2: 12,606 shares 12,606 $870K 0.15% -2,980 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,049 shares; 2023Q4: 21,554 shares; 2024Q1: 21,460 shares; 2024Q2: 21,265 shares; 2024Q3: 21,270 shares; 2024Q4: 21,274 shares; 2025Q1: 21,278 shares; 2025Q2: 21,282 shares 21,282 $859K 0.15% +4 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 4,600 shares; 2025Q2: 6,294 shares 6,294 $858K 0.15% +1,694 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; 2023Q3: not reported; 2023Q4: 4,504 shares; 2024Q1: 4,604 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,022 shares 9,022 $842K 0.15% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,725 shares; 2025Q2: 3,495 shares 3,495 $834K 0.15% +1,770 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,690 shares; 2024Q3: 1,831 shares; 2024Q4: 1,727 shares; 2025Q1: 1,538 shares; 2025Q2: 1,564 shares 1,564 $828K 0.15% +26 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,769 shares; 2023Q4: 4,694 shares; 2024Q1: 4,663 shares; 2024Q2: 4,663 shares; 2024Q3: 4,755 shares; 2024Q4: 4,755 shares; 2025Q1: 4,750 shares; 2025Q2: 4,723 shares 4,723 $823K 0.14% -27 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,335 shares; 2023Q4: 2,879 shares; 2024Q1: 2,817 shares; 2024Q2: 2,789 shares; 2024Q3: 2,789 shares; 2024Q4: 2,789 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares 2,599 $791K 0.14% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,380 shares; 2023Q4: 6,230 shares; 2024Q1: 6,230 shares; 2024Q2: 6,270 shares; 2024Q3: 6,270 shares; 2024Q4: 4,470 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares 4,532 $785K 0.14% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,327 shares; 2023Q4: 17,024 shares; 2024Q1: 17,024 shares; 2024Q2: 16,024 shares; 2024Q3: 15,808 shares; 2024Q4: 15,465 shares; 2025Q1: 8,310 shares; 2025Q2: 10,310 shares 10,310 $781K 0.14% +2,000 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,876 shares; 2023Q4: 2,876 shares; 2024Q1: 2,876 shares; 2024Q2: 2,826 shares; 2024Q3: 2,826 shares; 2024Q4: 2,826 shares; 2025Q1: 2,709 shares; 2025Q2: 2,709 shares 2,709 $755K 0.13% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,968 shares; 2023Q4: 2,968 shares; 2024Q1: 2,968 shares; 2024Q2: 2,968 shares; 2024Q3: 2,967 shares; 2024Q4: 2,967 shares; 2025Q1: 2,787 shares; 2025Q2: 3,876 shares 3,876 $753K 0.13% +1,089 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; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $729K 0.13% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,843 shares 4,843 $714K 0.13% new 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; 2023Q3: 38,085 shares; 2023Q4: 33,691 shares; 2024Q1: 33,475 shares; 2024Q2: 25,601 shares; 2024Q3: 21,567 shares; 2024Q4: 16,078 shares; 2025Q1: 13,050 shares; 2025Q2: 8,893 shares 8,893 $704K 0.12% -4,157 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,881 shares; 2023Q4: 17,572 shares; 2024Q1: 17,469 shares; 2024Q2: 17,135 shares; 2024Q3: 15,195 shares; 2024Q4: 15,092 shares; 2025Q1: 15,069 shares; 2025Q2: 15,069 shares 15,069 $703K 0.12% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 36,650 shares; 2024Q4: 36,650 shares; 2025Q1: 36,650 shares; 2025Q2: 36,650 shares 36,650 $695K 0.12% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,693 shares; 2024Q4: 6,793 shares; 2025Q1: 6,953 shares; 2025Q2: 7,953 shares 7,953 $687K 0.12% +1,000 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 402 shares; 2023Q4: 402 shares; 2024Q1: 382 shares; 2024Q2: 300 shares; 2024Q3: 280 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 262 shares 262 $685K 0.12% +2 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; 2023Q3: 1,762 shares; 2023Q4: 1,302 shares; 2024Q1: 1,302 shares; 2024Q2: 1,302 shares; 2024Q3: 1,246 shares; 2024Q4: 1,249 shares; 2025Q1: 1,245 shares; 2025Q2: 1,460 shares 1,460 $676K 0.12% +215 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,631 shares; 2023Q4: 6,902 shares; 2024Q1: 9,370 shares; 2024Q2: 9,370 shares; 2024Q3: 9,370 shares; 2024Q4: 9,370 shares; 2025Q1: 6,970 shares; 2025Q2: 4,845 shares 4,845 $674K 0.12% -2,125 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 14,260 shares; 2024Q1: 12,810 shares; 2024Q2: 12,160 shares; 2024Q3: 12,160 shares; 2024Q4: 12,201 shares; 2025Q1: 9,501 shares; 2025Q2: 9,051 shares 9,051 $661K 0.12% -450 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 780 shares; 2024Q2: 780 shares; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares 780 $646K 0.11% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,338 shares; 2023Q4: 11,780 shares; 2024Q1: 11,420 shares; 2024Q2: 10,379 shares; 2024Q3: 9,803 shares; 2024Q4: 9,227 shares; 2025Q1: 9,153 shares; 2025Q2: 9,153 shares 9,153 $642K 0.11% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,236 shares; 2023Q4: 4,736 shares; 2024Q1: 4,562 shares; 2024Q2: 4,362 shares; 2024Q3: 4,540 shares; 2024Q4: 2,890 shares; 2025Q1: 2,837 shares; 2025Q2: 2,837 shares 2,837 $627K 0.11% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,951 shares; 2023Q4: 8,670 shares; 2024Q1: 8,329 shares; 2024Q2: 8,329 shares; 2024Q3: 8,496 shares; 2024Q4: 8,076 shares; 2025Q1: 8,076 shares; 2025Q2: 8,076 shares 8,076 $602K 0.11% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,274 shares; 2023Q4: 3,274 shares; 2024Q1: 3,298 shares; 2024Q2: 3,298 shares; 2024Q3: 3,298 shares; 2024Q4: 3,508 shares; 2025Q1: 3,433 shares; 2025Q2: 3,308 shares 3,308 $601K 0.11% -125 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,604 shares; 2023Q4: 2,604 shares; 2024Q1: 2,604 shares; 2024Q2: 2,604 shares; 2024Q3: 2,833 shares; 2024Q4: 2,833 shares; 2025Q1: 2,883 shares; 2025Q2: 2,894 shares 2,894 $601K 0.11% +11 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,450 shares 5,450 $600K 0.11% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 89,850 shares; 2023Q4: 70,140 shares; 2024Q1: 72,351 shares; 2024Q2: 59,215 shares; 2024Q3: 45,812 shares; 2024Q4: 36,147 shares; 2025Q1: 30,197 shares; 2025Q2: 26,410 shares 26,410 $592K 0.1% -3,787 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 5,789 shares; 2024Q1: 4,114 shares; 2024Q2: 3,939 shares; 2024Q3: 3,939 shares; 2024Q4: 3,939 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares 3,954 $585K 0.1% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 614 shares; 2024Q1: 617 shares; 2024Q2: 617 shares; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 821 shares 821 $581K 0.1% +70 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 67,665 shares; 2023Q4: 49,993 shares; 2024Q1: 36,033 shares; 2024Q2: 24,619 shares; 2024Q3: 24,770 shares; 2024Q4: 22,896 shares; 2025Q1: 59,806 shares; 2025Q2: 23,857 shares 23,857 $578K 0.1% -35,949 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,759 shares 1,759 $568K 0.1% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,562 shares; 2023Q4: 9,562 shares; 2024Q1: 9,562 shares; 2024Q2: 10,062 shares; 2024Q3: 10,144 shares; 2024Q4: 9,144 shares; 2025Q1: 9,012 shares; 2025Q2: 9,630 shares 9,630 $565K 0.1% +618 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,816 shares 2,816 $550K 0.1% new 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; 2023Q3: 1,321 shares; 2023Q4: 1,321 shares; 2024Q1: 1,321 shares; 2024Q2: 1,321 shares; 2024Q3: 1,215 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares 1,241 $544K 0.1% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,900 shares; 2023Q4: 5,200 shares; 2024Q1: 5,200 shares; 2024Q2: 5,200 shares; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares 5,200 $544K 0.1% 0 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,059 shares; 2023Q4: 25,359 shares; 2024Q1: 26,909 shares; 2024Q2: 28,734 shares; 2024Q3: 30,734 shares; 2024Q4: 32,034 shares; 2025Q1: 28,671 shares; 2025Q2: 32,672 shares 32,672 $540K 0.09% +4,001 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 579 shares; 2024Q2: 579 shares; 2024Q3: 721 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 973 shares 973 $529K 0.09% +268 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; 2023Q3: 1,843 shares; 2023Q4: 1,843 shares; 2024Q1: 2,073 shares; 2024Q2: 2,173 shares; 2024Q3: 2,103 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,378 shares 2,378 $528K 0.09% +275 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; 2023Q3: not reported; 2023Q4: 936 shares; 2024Q1: 936 shares; 2024Q2: 936 shares; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,119 shares; 2025Q2: 1,473 shares 1,473 $526K 0.09% +354 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,810 shares; 2023Q4: 10,460 shares; 2024Q1: 10,460 shares; 2024Q2: 11,760 shares; 2024Q3: 11,760 shares; 2024Q4: 11,660 shares; 2025Q1: 12,160 shares; 2025Q2: 7,360 shares 7,360 $518K 0.09% -4,800 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,235 shares; 2024Q1: 1,438 shares; 2024Q2: 1,288 shares; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 847 shares; 2025Q2: 1,854 shares 1,854 $506K 0.09% +1,007 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 87 shares 87 $504K 0.09% +29 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,144 shares; 2023Q4: 7,504 shares; 2024Q1: 7,318 shares; 2024Q2: 6,718 shares; 2024Q3: 5,808 shares; 2024Q4: 5,808 shares; 2025Q1: 5,708 shares; 2025Q2: 5,648 shares 5,648 $503K 0.09% -60 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,988 shares; 2023Q4: 31,138 shares; 2024Q1: 27,438 shares; 2024Q2: 27,838 shares; 2024Q3: 33,038 shares; 2024Q4: 33,038 shares; 2025Q1: 32,538 shares; 2025Q2: 32,038 shares 32,038 $501K 0.09% -500 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,824 shares; 2023Q4: 6,089 shares; 2024Q1: 4,048 shares; 2024Q2: 3,948 shares; 2024Q3: 3,848 shares; 2024Q4: 3,808 shares; 2025Q1: 3,808 shares; 2025Q2: 3,708 shares 3,708 $492K 0.09% -100 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,500 shares; 2023Q4: 8,500 shares; 2024Q1: 8,700 shares; 2024Q2: 8,700 shares; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares 11,600 $490K 0.09% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,722 shares; 2024Q1: 1,722 shares; 2024Q2: 2,232 shares; 2024Q3: 2,324 shares; 2024Q4: 2,299 shares; 2025Q1: 2,299 shares; 2025Q2: 2,782 shares 2,782 $480K 0.08% +483 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares 1,504 $466K 0.08% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,734 shares 5,734 $464K 0.08% new Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 108,460 shares; 2023Q4: 108,860 shares; 2024Q1: 100,085 shares; 2024Q2: 38,050 shares; 2024Q3: 38,050 shares; 2024Q4: 37,300 shares; 2025Q1: 32,800 shares; 2025Q2: 32,300 shares 32,300 $463K 0.08% -500 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,538 shares; 2023Q4: 4,476 shares; 2024Q1: 4,476 shares; 2024Q2: 4,476 shares; 2024Q3: 4,401 shares; 2024Q4: 4,401 shares; 2025Q1: 4,401 shares; 2025Q2: 4,276 shares 4,276 $459K 0.08% -125 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,297 shares; 2023Q4: 49,697 shares; 2024Q1: 47,697 shares; 2024Q2: 46,147 shares; 2024Q3: 37,947 shares; 2024Q4: 37,947 shares; 2025Q1: 35,860 shares; 2025Q2: 35,735 shares 35,735 $431K 0.08% -125 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares 1,343 $428K 0.08% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,848 shares; 2023Q4: 2,498 shares; 2024Q1: 2,498 shares; 2024Q2: 2,498 shares; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,656 shares; 2025Q2: 2,656 shares 2,656 $427K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,128 shares; 2023Q4: 660 shares; 2024Q1: 660 shares; 2024Q2: 570 shares; 2024Q3: 673 shares; 2024Q4: 673 shares; 2025Q1: 373 shares; 2025Q2: 537 shares 537 $423K 0.07% +164 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 774 shares; 2023Q4: 774 shares; 2024Q1: 774 shares; 2024Q2: 809 shares; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 897 shares 897 $421K 0.07% +145 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; 2023Q3: 15,220 shares; 2023Q4: 9,937 shares; 2024Q1: 10,901 shares; 2024Q2: 9,916 shares; 2024Q3: 7,716 shares; 2024Q4: 6,350 shares; 2025Q1: 5,850 shares; 2025Q2: 5,650 shares 5,650 $420K 0.07% -200 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,058 shares; 2023Q4: 5,058 shares; 2024Q1: 5,058 shares; 2024Q2: 5,058 shares; 2024Q3: 3,713 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 3,508 shares 3,508 $419K 0.07% -205 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,708 shares; 2023Q4: 14,473 shares; 2024Q1: 14,247 shares; 2024Q2: 9,273 shares; 2024Q3: 8,923 shares; 2024Q4: 8,903 shares; 2025Q1: 8,903 shares; 2025Q2: 8,903 shares 8,903 $412K 0.07% 0 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,935 shares; 2023Q4: 9,560 shares; 2024Q1: 9,560 shares; 2024Q2: 12,660 shares; 2024Q3: 12,660 shares; 2024Q4: 7,660 shares; 2025Q1: 7,660 shares; 2025Q2: 7,660 shares 7,660 $400K 0.07% 0 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,333 shares; 2025Q2: 8,333 shares 8,333 $396K 0.07% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,905 shares; 2024Q2: 2,205 shares; 2024Q3: 2,205 shares; 2024Q4: 2,205 shares; 2025Q1: 2,230 shares; 2025Q2: 2,430 shares 2,430 $393K 0.07% +200 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,259 shares 1,259 $388K 0.07% +225 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,275 shares; 2025Q2: 23,675 shares 23,675 $386K 0.07% +400 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 23,440 shares; 2024Q1: 22,590 shares; 2024Q2: 22,590 shares; 2024Q3: 22,590 shares; 2024Q4: 22,590 shares; 2025Q1: 22,590 shares; 2025Q2: 21,590 shares 21,590 $384K 0.07% -1,000 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,896 shares; 2023Q4: 2,896 shares; 2024Q1: 2,896 shares; 2024Q2: 2,896 shares; 2024Q3: 2,896 shares; 2024Q4: 3,006 shares; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares 2,759 $374K 0.07% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,503 shares; 2023Q4: 19,053 shares; 2024Q1: 18,460 shares; 2024Q2: 18,310 shares; 2024Q3: 18,278 shares; 2024Q4: 19,003 shares; 2025Q1: 16,720 shares; 2025Q2: 12,935 shares 12,935 $374K 0.07% -3,785 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,696 shares; 2023Q4: 9,746 shares; 2024Q1: 8,546 shares; 2024Q2: 8,446 shares; 2024Q3: 8,005 shares; 2024Q4: 7,670 shares; 2025Q1: 7,540 shares; 2025Q2: 7,183 shares 7,183 $372K 0.07% -357 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; 2023Q3: 4,693 shares; 2023Q4: 4,693 shares; 2024Q1: 4,693 shares; 2024Q2: 4,693 shares; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: 4,693 shares 4,693 $372K 0.07% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,506 shares; 2023Q4: 1,486 shares; 2024Q1: 7,330 shares; 2024Q2: 6,585 shares; 2024Q3: 52,945 shares; 2024Q4: 5,835 shares; 2025Q1: 5,705 shares; 2025Q2: 5,764 shares 5,764 $357K 0.06% +59 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; 2023Q3: 32,618 shares; 2023Q4: 27,276 shares; 2024Q1: 26,100 shares; 2024Q2: 15,588 shares; 2024Q3: 15,776 shares; 2024Q4: 13,322 shares; 2025Q1: 10,322 shares; 2025Q2: 10,015 shares 10,015 $357K 0.06% -307 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44,575 shares; 2023Q4: 42,375 shares; 2024Q1: 37,775 shares; 2024Q2: 24,075 shares; 2024Q3: 23,375 shares; 2024Q4: 23,275 shares; 2025Q1: 22,025 shares; 2025Q2: 22,025 shares 22,025 $355K 0.06% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,137 shares; 2023Q4: 1,137 shares; 2024Q1: 1,142 shares; 2024Q2: 1,142 shares; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares 1,154 $346K 0.06% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,109 shares; 2023Q4: 9,309 shares; 2024Q1: 9,309 shares; 2024Q2: 9,309 shares; 2024Q3: 9,137 shares; 2024Q4: 9,137 shares; 2025Q1: 9,137 shares; 2025Q2: 7,510 shares 7,510 $340K 0.06% -1,627 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,750 shares; 2024Q2: 4,414 shares; 2024Q3: 4,414 shares; 2024Q4: 4,464 shares; 2025Q1: 4,285 shares; 2025Q2: 3,949 shares 3,949 $335K 0.06% -336 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,633 shares; 2023Q4: 4,083 shares; 2024Q1: 4,133 shares; 2024Q2: not reported; 2024Q3: 2,988 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 3,642 shares 3,642 $334K 0.06% +1,164 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; 2023Q3: 1,919 shares; 2023Q4: 1,919 shares; 2024Q1: 1,919 shares; 2024Q2: 1,919 shares; 2024Q3: 1,919 shares; 2024Q4: 1,869 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares 1,829 $329K 0.06% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,563 shares; 2024Q3: 9,063 shares; 2024Q4: 8,575 shares; 2025Q1: 8,675 shares; 2025Q2: 9,975 shares 9,975 $327K 0.06% +1,300 Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,086 shares; 2023Q4: 11,550 shares; 2024Q1: 10,700 shares; 2024Q2: 10,700 shares; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares 10,400 $324K 0.06% 0 ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 785 shares; 2023Q4: 765 shares; 2024Q1: 765 shares; 2024Q2: 765 shares; 2024Q3: 848 shares; 2024Q4: 848 shares; 2025Q1: 838 shares; 2025Q2: 830 shares 830 $323K 0.06% -8 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; 2023Q3: 1,271 shares; 2023Q4: 1,021 shares; 2024Q1: 671 shares; 2024Q2: 671 shares; 2024Q3: 671 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 567 shares 567 $322K 0.06% -104 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,340 shares; 2023Q4: 3,340 shares; 2024Q1: 3,340 shares; 2024Q2: 3,340 shares; 2024Q3: 3,340 shares; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,340 shares 3,340 $321K 0.06% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares 1,047 $318K 0.06% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,175 shares; 2025Q2: 5,460 shares 5,460 $316K 0.06% -2,715 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 949 shares; 2024Q2: 949 shares; 2024Q3: 1,012 shares; 2024Q4: 981 shares; 2025Q1: 949 shares; 2025Q2: 1,166 shares 1,166 $314K 0.06% +217 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 587 shares 587 $313K 0.05% new 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; 2023Q3: not reported; 2023Q4: 4,686 shares; 2024Q1: 4,661 shares; 2024Q2: 4,661 shares; 2024Q3: 5,235 shares; 2024Q4: 3,105 shares; 2025Q1: 3,241 shares; 2025Q2: 2,966 shares 2,966 $305K 0.05% -275 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,650 shares; 2023Q4: 2,300 shares; 2024Q1: 2,300 shares; 2024Q2: 2,300 shares; 2024Q3: 2,000 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares 1,975 $304K 0.05% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares 864 $303K 0.05% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 3,060 shares 3,060 $298K 0.05% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,650 shares; 2024Q2: 1,750 shares; 2024Q3: 1,900 shares; 2024Q4: 1,550 shares; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000 $285K 0.05% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,112 shares; 2023Q4: 4,612 shares; 2024Q1: 4,612 shares; 2024Q2: 4,612 shares; 2024Q3: 4,638 shares; 2024Q4: 4,638 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares 4,638 $284K 0.05% 0 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; 2023Q3: not reported; 2023Q4: 3,545 shares; 2024Q1: 3,545 shares; 2024Q2: 3,545 shares; 2024Q3: 3,795 shares; 2024Q4: 3,795 shares; 2025Q1: 3,795 shares; 2025Q2: 2,295 shares 2,295 $279K 0.05% -1,500 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; 2023Q3: 3,192 shares; 2023Q4: 3,192 shares; 2024Q1: 3,192 shares; 2024Q2: 2,852 shares; 2024Q3: 2,489 shares; 2024Q4: 3,989 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares 2,067 $276K 0.05% 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; 2023Q3: 5,293 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,800 shares; 2024Q4: 8,300 shares; 2025Q1: 12,699 shares; 2025Q2: 9,199 shares 9,199 $275K 0.05% -3,500 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; 2023Q3: 779 shares; 2023Q4: 779 shares; 2024Q1: 640 shares; 2024Q2: 640 shares; 2024Q3: 710 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 678 shares 678 $275K 0.05% -37 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,896 shares; 2023Q4: 1,396 shares; 2024Q1: 1,396 shares; 2024Q2: 1,396 shares; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares 1,396 $271K 0.05% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,000 shares; 2023Q4: 12,200 shares; 2024Q1: 11,150 shares; 2024Q2: 6,875 shares; 2024Q3: 3,225 shares; 2024Q4: 2,875 shares; 2025Q1: not reported; 2025Q2: 2,300 shares 2,300 $271K 0.05% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,594 shares; 2023Q4: 2,494 shares; 2024Q1: 2,494 shares; 2024Q2: 2,444 shares; 2024Q3: 2,244 shares; 2024Q4: 2,244 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares 2,219 $266K 0.05% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,063 shares 5,063 $266K 0.05% new Timeline NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,625 shares; 2023Q4: 11,525 shares; 2024Q1: 11,075 shares; 2024Q2: 9,825 shares; 2024Q3: 8,825 shares; 2024Q4: 8,675 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares 7,825 $261K 0.05% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 247 shares 247 $259K 0.05% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,634 shares; 2023Q4: 1,480 shares; 2024Q1: 1,442 shares; 2024Q2: 1,442 shares; 2024Q3: 1,517 shares; 2024Q4: 1,439 shares; 2025Q1: 1,439 shares; 2025Q2: 1,439 shares 1,439 $248K 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; 2023Q3: 2,408 shares; 2023Q4: 2,363 shares; 2024Q1: 2,363 shares; 2024Q2: 2,363 shares; 2024Q3: 6,610 shares; 2024Q4: 2,363 shares; 2025Q1: 2,194 shares; 2025Q2: 2,232 shares 2,232 $244K 0.04% +38 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares 1,975 $244K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,831 shares; 2024Q3: 2,831 shares; 2024Q4: 2,831 shares; 2025Q1: 2,831 shares; 2025Q2: 2,831 shares 2,831 $238K 0.04% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares 290 $231K 0.04% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,062 shares; 2023Q4: 4,662 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,162 shares; 2024Q4: not reported; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares 3,950 $230K 0.04% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,245 shares; 2024Q3: 5,245 shares; 2024Q4: 5,245 shares; 2025Q1: 5,245 shares; 2025Q2: 5,245 shares 5,245 $230K 0.04% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,568 shares; 2024Q2: 2,568 shares; 2024Q3: 2,568 shares; 2024Q4: not reported; 2025Q1: 2,568 shares; 2025Q2: 2,568 shares 2,568 $230K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares 519 $227K 0.04% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,585 shares; 2024Q1: 1,516 shares; 2024Q2: 1,516 shares; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares 1,516 $225K 0.04% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,095 shares; 2023Q4: not reported; 2024Q1: 1,035 shares; 2024Q2: 1,015 shares; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares 1,015 $222K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,747 shares 6,747 $220K 0.04% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,887 shares; 2023Q4: 5,887 shares; 2024Q1: 5,887 shares; 2024Q2: 5,887 shares; 2024Q3: 3,051 shares; 2024Q4: 9,151 shares; 2025Q1: not reported; 2025Q2: 9,151 shares 9,151 $218K 0.04% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,715 shares; 2023Q4: 1,715 shares; 2024Q1: 1,640 shares; 2024Q2: 1,640 shares; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,615 shares 1,615 $217K 0.04% -33 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; 2023Q3: 5,522 shares; 2023Q4: 4,144 shares; 2024Q1: 4,144 shares; 2024Q2: 4,144 shares; 2024Q3: 4,213 shares; 2024Q4: 4,213 shares; 2025Q1: 4,213 shares; 2025Q2: 2,179 shares 2,179 $216K 0.04% -2,034 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares 3,360 $215K 0.04% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 757 shares; 2024Q3: 769 shares; 2024Q4: 769 shares; 2025Q1: 769 shares; 2025Q2: 757 shares 757 $215K 0.04% -12 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,026 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $209K 0.04% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 74,105 shares; 2023Q4: 70,961 shares; 2024Q1: 49,636 shares; 2024Q2: 35,150 shares; 2024Q3: 35,266 shares; 2024Q4: 40,848 shares; 2025Q1: 8,718 shares; 2025Q2: 7,813 shares 7,813 $207K 0.04% -905 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares 518 $205K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,671 shares 1,671 $202K 0.04% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,939 shares; 2023Q4: 1,939 shares; 2024Q1: 1,939 shares; 2024Q2: 1,939 shares; 2024Q3: 1,939 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,939 shares 1,939 $202K 0.04% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,665 shares; 2023Q4: 16,328 shares; 2024Q1: 12,578 shares; 2024Q2: 12,113 shares; 2024Q3: 11,361 shares; 2024Q4: 25,670 shares; 2025Q1: 10,086 shares; 2025Q2: 7,786 shares 7,786 $201K 0.04% -2,300 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares 90,000 $150K 0.03% 0 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000 $134K 0.02% new Timeline GLOBAL MED REIT INC GLOBAL MED REIT INC More: the full row for GLOBAL MED REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,700 shares; 2023Q4: 18,900 shares; 2024Q1: 18,900 shares; 2024Q2: 18,900 shares; 2024Q3: 18,900 shares; 2024Q4: 18,900 shares; 2025Q1: 18,900 shares; 2025Q2: 18,900 shares 18,900 $131K 0.02% 0 KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,012 shares; 2025Q2: 10,015 shares 10,015 $127K 0.02% +3 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 107,601 shares; 2023Q4: 28,867 shares; 2024Q1: 17,100 shares; 2024Q2: 17,100 shares; 2024Q3: 18,200 shares; 2024Q4: 16,200 shares; 2025Q1: 16,200 shares; 2025Q2: 16,200 shares 16,200 $69.8K 0.01% 0 Timeline