ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,982 shares; 2024Q4: 105,936 shares; 2025Q1: 103,257 shares; 2025Q2: 1,549,880 shares; 2025Q3: 1,550,082 shares; 2025Q4: 1,548,565 shares; 2026Q1: 1,550,021 shares; 2026Q2: 1,543,326 shares 1,543,326 $142M 8.11% -6,695 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,654 shares; 2024Q4: 334,821 shares; 2025Q1: 335,729 shares; 2025Q2: 329,169 shares; 2025Q3: 325,245 shares; 2025Q4: 317,111 shares; 2026Q1: 313,063 shares; 2026Q2: 325,980 shares 325,980 $65.2M 3.72% +12,917 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,508 shares; 2024Q4: 85,432 shares; 2025Q1: 83,640 shares; 2025Q2: 80,480 shares; 2025Q3: 78,201 shares; 2025Q4: 76,067 shares; 2026Q1: 71,620 shares; 2026Q2: 68,823 shares 68,823 $51.4M 2.93% -2,797 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,830 shares; 2024Q4: 99,160 shares; 2025Q1: 98,074 shares; 2025Q2: 97,739 shares; 2025Q3: 98,213 shares; 2025Q4: 96,004 shares; 2026Q1: 100,322 shares; 2026Q2: 107,007 shares 107,007 $39.9M 2.28% +6,685 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,641 shares; 2024Q4: 132,205 shares; 2025Q1: 130,116 shares; 2025Q2: 128,854 shares; 2025Q3: 128,015 shares; 2025Q4: 128,289 shares; 2026Q1: 130,494 shares; 2026Q2: 136,153 shares 136,153 $39.4M 2.25% +5,659 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,562 shares; 2024Q4: 98,295 shares; 2025Q1: 96,672 shares; 2025Q2: 98,741 shares; 2025Q3: 99,306 shares; 2025Q4: 98,019 shares; 2026Q1: 97,450 shares; 2026Q2: 105,804 shares 105,804 $37.8M 2.16% +8,354 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,316 shares; 2024Q4: 84,574 shares; 2025Q1: 83,173 shares; 2025Q2: 80,080 shares; 2025Q3: 78,577 shares; 2025Q4: 77,447 shares; 2026Q1: 75,072 shares; 2026Q2: 296,510 shares 296,510 $36.8M 2.1% +221,438 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,177 shares; 2024Q4: 125,308 shares; 2025Q1: 120,732 shares; 2025Q2: 119,958 shares; 2025Q3: 121,070 shares; 2025Q4: 121,388 shares; 2026Q1: 124,531 shares; 2026Q2: 137,436 shares 137,436 $32.8M 1.87% +12,905 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340,896 shares; 2024Q4: 1,332,590 shares; 2025Q1: 1,326,952 shares; 2025Q2: 1,327,595 shares; 2025Q3: 1,338,287 shares; 2025Q4: 1,417,286 shares; 2026Q1: 1,327,365 shares; 2026Q2: 1,290,978 shares 1,290,978 $29.2M 1.67% -36,387 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,537 shares; 2024Q4: 251,678 shares; 2025Q1: 241,857 shares; 2025Q2: 216,574 shares; 2025Q3: 217,106 shares; 2025Q4: 213,610 shares; 2026Q1: 215,468 shares; 2026Q2: 244,139 shares 244,139 $27.7M 1.58% +28,671 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,414 shares; 2024Q4: 29,883 shares; 2025Q1: 28,420 shares; 2025Q2: 28,145 shares; 2025Q3: 27,736 shares; 2025Q4: 27,397 shares; 2026Q1: 26,265 shares; 2026Q2: 25,528 shares 25,528 $27.2M 1.55% -737 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443,617 shares; 2024Q4: 428,221 shares; 2025Q1: 420,162 shares; 2025Q2: 410,617 shares; 2025Q3: 404,552 shares; 2025Q4: 396,410 shares; 2026Q1: 397,336 shares; 2026Q2: 376,964 shares 376,964 $26.9M 1.53% -20,372 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,167 shares; 2024Q4: 195,799 shares; 2025Q1: 197,916 shares; 2025Q2: 195,491 shares; 2025Q3: 194,053 shares; 2025Q4: 191,385 shares; 2026Q1: 189,522 shares; 2026Q2: 181,078 shares 181,078 $26.9M 1.53% -8,444 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,726 shares; 2024Q4: 205,398 shares; 2025Q1: 205,958 shares; 2025Q2: 200,913 shares; 2025Q3: 202,002 shares; 2025Q4: 195,994 shares; 2026Q1: 176,184 shares; 2026Q2: 872,596 shares 872,596 $23.9M 1.36% +696,412 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,971 shares; 2024Q4: 82,034 shares; 2025Q1: 81,401 shares; 2025Q2: 78,905 shares; 2025Q3: 75,877 shares; 2025Q4: 73,901 shares; 2026Q1: 73,772 shares; 2026Q2: 291,810 shares 291,810 $23.5M 1.34% +218,038 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,116 shares; 2024Q4: 63,243 shares; 2025Q1: 62,205 shares; 2025Q2: 61,369 shares; 2025Q3: 61,730 shares; 2025Q4: 62,089 shares; 2026Q1: 62,849 shares; 2026Q2: 68,402 shares 68,402 $22.4M 1.28% +5,553 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,979 shares; 2024Q4: 65,583 shares; 2025Q1: 65,211 shares; 2025Q2: 63,451 shares; 2025Q3: 63,169 shares; 2025Q4: 126,377 shares; 2026Q1: 118,292 shares; 2026Q2: 114,053 shares 114,053 $21.7M 1.24% -4,239 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,107 shares; 2024Q4: 29,744 shares; 2025Q1: 29,373 shares; 2025Q2: 29,190 shares; 2025Q3: 28,771 shares; 2025Q4: 28,554 shares; 2026Q1: 28,352 shares; 2026Q2: 28,293 shares 28,293 $20.8M 1.19% -59 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,961 shares; 2024Q4: 45,421 shares; 2025Q1: 46,007 shares; 2025Q2: 45,442 shares; 2025Q3: 46,446 shares; 2025Q4: 46,985 shares; 2026Q1: 47,700 shares; 2026Q2: 47,530 shares 47,530 $20.5M 1.17% -170 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,953 shares; 2024Q4: 303,954 shares; 2025Q1: 288,590 shares; 2025Q2: 279,215 shares; 2025Q3: 269,650 shares; 2025Q4: 263,605 shares; 2026Q1: 259,098 shares; 2026Q2: 256,823 shares 256,823 $19.8M 1.13% -2,275 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,771 shares; 2024Q4: 30,052 shares; 2025Q1: 29,628 shares; 2025Q2: 29,357 shares; 2025Q3: 29,429 shares; 2025Q4: 30,003 shares; 2026Q1: 30,573 shares; 2026Q2: 32,612 shares 32,612 $18.4M 1.05% +2,039 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,789 shares; 2024Q4: 6,905 shares; 2025Q1: 6,921 shares; 2025Q2: 6,704 shares; 2025Q3: 6,621 shares; 2025Q4: 6,430 shares; 2026Q1: 6,137 shares; 2026Q2: 60,774 shares 60,774 $18.3M 1.05% +54,637 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,422 shares; 2024Q4: 59,557 shares; 2025Q1: 61,120 shares; 2025Q2: 59,480 shares; 2025Q3: 58,451 shares; 2025Q4: 57,935 shares; 2026Q1: 57,834 shares; 2026Q2: 58,758 shares 58,758 $17.7M 1.01% +924 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,614 shares; 2024Q4: 18,399 shares; 2025Q1: 18,422 shares; 2025Q2: 18,307 shares; 2025Q3: 18,310 shares; 2025Q4: 18,270 shares; 2026Q1: 17,714 shares; 2026Q2: 17,287 shares 17,287 $17.5M 1% -427 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 5,050 shares; 2026Q2: 39,171 shares 39,171 $17M 0.97% +34,121 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,771 shares; 2024Q4: 28,458 shares; 2025Q1: 26,716 shares; 2025Q2: 25,606 shares; 2025Q3: 24,666 shares; 2025Q4: 24,514 shares; 2026Q1: 24,461 shares; 2026Q2: 23,674 shares 23,674 $16.7M 0.95% -787 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,778 shares; 2024Q4: 157,074 shares; 2025Q1: 149,409 shares; 2025Q2: 148,324 shares; 2025Q3: 143,877 shares; 2025Q4: 146,999 shares; 2026Q1: 145,555 shares; 2026Q2: 133,798 shares 133,798 $15.7M 0.9% -11,757 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,840 shares; 2024Q4: 120,782 shares; 2025Q1: 113,235 shares; 2025Q2: 112,355 shares; 2025Q3: 109,852 shares; 2025Q4: 113,878 shares; 2026Q1: 109,648 shares; 2026Q2: 106,802 shares 106,802 $14.6M 0.83% -2,846 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,039 shares; 2024Q4: 22,442 shares; 2025Q1: 21,933 shares; 2025Q2: 22,081 shares; 2025Q3: 22,039 shares; 2025Q4: 22,004 shares; 2026Q1: 22,140 shares; 2026Q2: 28,630 shares 28,630 $14.3M 0.82% +6,490 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,545 shares; 2024Q4: 21,146 shares; 2025Q1: 21,053 shares; 2025Q2: 20,891 shares; 2025Q3: 21,018 shares; 2025Q4: 21,268 shares; 2026Q1: 21,651 shares; 2026Q2: 22,538 shares 22,538 $14.3M 0.82% +887 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,627 shares; 2024Q4: 83,134 shares; 2025Q1: 80,754 shares; 2025Q2: 81,971 shares; 2025Q3: 83,336 shares; 2025Q4: 85,390 shares; 2026Q1: 85,860 shares; 2026Q2: 85,915 shares 85,915 $14.2M 0.81% +55 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,410 shares; 2024Q4: 16,369 shares; 2025Q1: 21,752 shares; 2025Q2: 21,984 shares; 2025Q3: 21,520 shares; 2025Q4: 22,575 shares; 2026Q1: 23,556 shares; 2026Q2: 36,994 shares 36,994 $14M 0.8% +13,438 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,198 shares; 2024Q4: 18,128 shares; 2025Q1: 18,060 shares; 2025Q2: 18,102 shares; 2025Q3: 17,988 shares; 2025Q4: 18,155 shares; 2026Q1: 17,922 shares; 2026Q2: 18,311 shares 18,311 $13.7M 0.78% +389 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,995 shares; 2024Q4: 236,189 shares; 2025Q1: 237,060 shares; 2025Q2: 233,767 shares; 2025Q3: 231,578 shares; 2025Q4: 232,415 shares; 2026Q1: 235,360 shares; 2026Q2: 231,817 shares 231,817 $13.2M 0.75% -3,543 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; 2024Q3: 242,547 shares; 2024Q4: 233,975 shares; 2025Q1: 229,902 shares; 2025Q2: 222,605 shares; 2025Q3: 223,066 shares; 2025Q4: 221,991 shares; 2026Q1: 226,910 shares; 2026Q2: 219,076 shares 219,076 $13.1M 0.75% -7,834 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,573 shares; 2024Q4: 60,952 shares; 2025Q1: 55,104 shares; 2025Q2: 53,502 shares; 2025Q3: 50,292 shares; 2025Q4: 50,824 shares; 2026Q1: 52,462 shares; 2026Q2: 51,844 shares 51,844 $13M 0.74% -618 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,409 shares; 2024Q4: 8,114 shares; 2025Q1: 8,035 shares; 2025Q2: 7,868 shares; 2025Q3: 7,921 shares; 2025Q4: 7,717 shares; 2026Q1: 7,784 shares; 2026Q2: 10,864 shares 10,864 $13M 0.74% +3,080 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,130 shares; 2025Q3: 7,841 shares; 2025Q4: 7,986 shares; 2026Q1: 8,436 shares; 2026Q2: 11,041 shares 11,041 $13M 0.74% +2,605 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,429 shares; 2024Q4: 12,365 shares; 2025Q1: 12,334 shares; 2025Q2: 12,251 shares; 2025Q3: 12,338 shares; 2025Q4: 12,470 shares; 2026Q1: 12,730 shares; 2026Q2: 13,298 shares 13,298 $12.4M 0.71% +568 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,382 shares; 2024Q4: 75,808 shares; 2025Q1: 74,319 shares; 2025Q2: 73,598 shares; 2025Q3: 73,143 shares; 2025Q4: 74,319 shares; 2026Q1: 75,232 shares; 2026Q2: 73,577 shares 73,577 $12.4M 0.71% -1,655 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,208 shares; 2024Q4: 127,044 shares; 2025Q1: 124,175 shares; 2025Q2: 122,617 shares; 2025Q3: 117,220 shares; 2025Q4: 112,918 shares; 2026Q1: 110,845 shares; 2026Q2: 113,954 shares 113,954 $11.8M 0.68% +3,109 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,384 shares; 2024Q4: 18,819 shares; 2025Q1: 18,046 shares; 2025Q2: 17,609 shares; 2025Q3: 16,991 shares; 2025Q4: 16,539 shares; 2026Q1: 15,903 shares; 2026Q2: 125,654 shares 125,654 $10.8M 0.62% +109,751 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,935 shares; 2024Q4: 115,942 shares; 2025Q1: 113,352 shares; 2025Q2: 114,071 shares; 2025Q3: 114,628 shares; 2025Q4: 118,196 shares; 2026Q1: 121,691 shares; 2026Q2: 121,543 shares 121,543 $10.7M 0.61% -148 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 9,035 shares; 2026Q1: 9,045 shares; 2026Q2: 9,161 shares 9,161 $10.6M 0.6% +116 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,682 shares; 2024Q4: 7,870 shares; 2025Q1: 7,243 shares; 2025Q2: 7,248 shares; 2025Q3: 7,660 shares; 2025Q4: 8,451 shares; 2026Q1: 14,459 shares; 2026Q2: 23,396 shares 23,396 $9.97M 0.57% +8,937 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,540 shares; 2024Q4: 41,080 shares; 2025Q1: 40,723 shares; 2025Q2: 40,052 shares; 2025Q3: 40,027 shares; 2025Q4: 39,911 shares; 2026Q1: 38,605 shares; 2026Q2: 38,347 shares 38,347 $9.67M 0.55% -258 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,081 shares; 2024Q4: 22,960 shares; 2025Q1: 22,543 shares; 2025Q2: 22,725 shares; 2025Q3: 22,506 shares; 2025Q4: 24,108 shares; 2026Q1: 24,825 shares; 2026Q2: 26,161 shares 26,161 $9.47M 0.54% +1,336 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,941 shares; 2024Q4: 152,941 shares; 2025Q1: 150,266 shares; 2025Q2: 149,266 shares; 2025Q3: 146,191 shares; 2025Q4: 146,191 shares; 2026Q1: 119,791 shares; 2026Q2: 119,791 shares 119,791 $9.39M 0.54% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,282 shares; 2024Q4: 26,467 shares; 2025Q1: 25,906 shares; 2025Q2: 25,694 shares; 2025Q3: 25,458 shares; 2025Q4: 24,230 shares; 2026Q1: 24,648 shares; 2026Q2: 25,925 shares 25,925 $9.16M 0.52% +1,277 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,972 shares; 2025Q3: 20,714 shares; 2025Q4: 21,198 shares; 2026Q1: 23,104 shares; 2026Q2: 26,617 shares 26,617 $9.08M 0.52% +3,513 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,911 shares; 2024Q4: 82,133 shares; 2025Q1: 74,405 shares; 2025Q2: 74,517 shares; 2025Q3: 70,589 shares; 2025Q4: 71,280 shares; 2026Q1: 71,297 shares; 2026Q2: 70,419 shares 70,419 $9.05M 0.52% -878 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,747 shares; 2024Q4: 29,453 shares; 2025Q1: 29,120 shares; 2025Q2: 29,297 shares; 2025Q3: 29,051 shares; 2025Q4: 26,457 shares; 2026Q1: 26,658 shares; 2026Q2: 25,317 shares 25,317 $8.93M 0.51% -1,341 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,992 shares; 2024Q4: 33,213 shares; 2025Q1: 32,299 shares; 2025Q2: 31,790 shares; 2025Q3: 30,752 shares; 2025Q4: 33,539 shares; 2026Q1: 34,243 shares; 2026Q2: 35,136 shares 35,136 $8.92M 0.51% +893 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,213 shares; 2024Q4: 63,614 shares; 2025Q1: 62,850 shares; 2025Q2: 61,306 shares; 2025Q3: 60,579 shares; 2025Q4: 59,304 shares; 2026Q1: 59,083 shares; 2026Q2: 58,143 shares 58,143 $8.85M 0.5% -940 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,783 shares; 2024Q4: 120,000 shares; 2025Q1: 111,494 shares; 2025Q2: 107,164 shares; 2025Q3: 104,183 shares; 2025Q4: 110,161 shares; 2026Q1: 109,686 shares; 2026Q2: 108,119 shares 108,119 $8.79M 0.5% -1,567 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,883 shares; 2024Q4: 45,538 shares; 2025Q1: 58,417 shares; 2025Q2: 58,950 shares; 2025Q3: 58,178 shares; 2025Q4: 57,358 shares; 2026Q1: 60,444 shares; 2026Q2: 59,388 shares 59,388 $8.7M 0.5% -1,056 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,867 shares; 2024Q4: 29,931 shares; 2025Q1: 29,586 shares; 2025Q2: 28,821 shares; 2025Q3: 27,668 shares; 2025Q4: 27,324 shares; 2026Q1: 26,540 shares; 2026Q2: 23,708 shares 23,708 $8.15M 0.47% -2,832 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,364 shares; 2025Q2: 49,068 shares; 2025Q3: 52,719 shares; 2025Q4: 52,642 shares; 2026Q1: 52,936 shares; 2026Q2: 48,395 shares 48,395 $7.84M 0.45% -4,541 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,797 shares; 2024Q4: 69,850 shares; 2025Q1: 69,116 shares; 2025Q2: 70,632 shares; 2025Q3: 73,062 shares; 2025Q4: 75,839 shares; 2026Q1: 81,719 shares; 2026Q2: 81,775 shares 81,775 $7.83M 0.45% +56 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,270 shares; 2024Q4: 14,335 shares; 2025Q1: 14,178 shares; 2025Q2: 14,180 shares; 2025Q3: 14,351 shares; 2025Q4: 14,752 shares; 2026Q1: 15,751 shares; 2026Q2: 15,236 shares 15,236 $7.76M 0.44% -515 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,423 shares; 2024Q4: 6,423 shares; 2025Q1: 6,423 shares; 2025Q2: 6,271 shares; 2025Q3: 6,169 shares; 2025Q4: 6,142 shares; 2026Q1: 9,686 shares; 2026Q2: 10,734 shares 10,734 $7.76M 0.44% +1,048 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,753 shares; 2024Q4: 2,653 shares; 2025Q1: 5,271 shares; 2025Q2: 5,417 shares; 2025Q3: 5,547 shares; 2025Q4: 5,715 shares; 2026Q1: 6,047 shares; 2026Q2: 7,787 shares 7,787 $7.62M 0.43% +1,740 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,772 shares; 2024Q4: 58,337 shares; 2025Q1: 57,331 shares; 2025Q2: 56,961 shares; 2025Q3: 57,034 shares; 2025Q4: 50,775 shares; 2026Q1: 50,034 shares; 2026Q2: 49,705 shares 49,705 $7.29M 0.42% -329 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; 2024Q3: 42,478 shares; 2024Q4: 41,342 shares; 2025Q1: 41,310 shares; 2025Q2: 40,771 shares; 2025Q3: 40,560 shares; 2025Q4: 40,022 shares; 2026Q1: 38,266 shares; 2026Q2: 38,667 shares 38,667 $7.16M 0.41% +401 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,645 shares; 2024Q4: 14,549 shares; 2025Q1: 15,310 shares; 2025Q2: 15,711 shares; 2025Q3: 15,922 shares; 2025Q4: 17,307 shares; 2026Q1: 17,788 shares; 2026Q2: 17,634 shares 17,634 $7.01M 0.4% -154 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,996 shares; 2024Q4: 36,703 shares; 2025Q1: 36,100 shares; 2025Q2: 33,112 shares; 2025Q3: 31,740 shares; 2025Q4: 33,079 shares; 2026Q1: 31,317 shares; 2026Q2: 30,776 shares 30,776 $6.71M 0.38% -541 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,181 shares; 2024Q4: 25,594 shares; 2025Q1: 30,513 shares; 2025Q2: 29,362 shares; 2025Q3: 30,367 shares; 2025Q4: 30,865 shares; 2026Q1: 30,753 shares; 2026Q2: 31,446 shares 31,446 $6.69M 0.38% +693 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,050 shares; 2024Q4: 9,460 shares; 2025Q1: 9,248 shares; 2025Q2: 9,179 shares; 2025Q3: 8,925 shares; 2025Q4: 8,205 shares; 2026Q1: 8,621 shares; 2026Q2: 12,537 shares 12,537 $6.51M 0.37% +3,916 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,463 shares; 2024Q4: 67,851 shares; 2025Q1: 64,936 shares; 2025Q2: 64,172 shares; 2025Q3: 62,725 shares; 2025Q4: 48,187 shares; 2026Q1: 48,268 shares; 2026Q2: 46,939 shares 46,939 $6.36M 0.36% -1,329 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,818 shares; 2024Q4: 157,629 shares; 2025Q1: 149,272 shares; 2025Q2: 145,672 shares; 2025Q3: 141,044 shares; 2025Q4: 147,480 shares; 2026Q1: 149,414 shares; 2026Q2: 147,925 shares 147,925 $6.26M 0.36% -1,489 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,990 shares; 2025Q2: 2,973 shares; 2025Q3: 3,101 shares; 2025Q4: 3,215 shares; 2026Q1: 3,138 shares; 2026Q2: 3,147 shares 3,147 $6.26M 0.36% +9 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,864 shares; 2024Q4: 13,263 shares; 2025Q1: 13,538 shares; 2025Q2: 13,056 shares; 2025Q3: 13,139 shares; 2025Q4: 12,887 shares; 2026Q1: 12,727 shares; 2026Q2: 14,089 shares 14,089 $5.93M 0.34% +1,362 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,966 shares; 2024Q4: 25,876 shares; 2025Q1: 25,736 shares; 2025Q2: 26,831 shares; 2025Q3: 27,424 shares; 2025Q4: 27,327 shares; 2026Q1: 29,908 shares; 2026Q2: 30,666 shares 30,666 $5.84M 0.33% +758 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,904 shares; 2024Q4: 29,599 shares; 2025Q1: 29,265 shares; 2025Q2: 29,115 shares; 2025Q3: 29,010 shares; 2025Q4: 28,787 shares; 2026Q1: 28,724 shares; 2026Q2: 30,565 shares 30,565 $5.8M 0.33% +1,841 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,498 shares; 2024Q4: 32,711 shares; 2025Q1: 19,589 shares; 2025Q2: 19,147 shares; 2025Q3: 18,265 shares; 2025Q4: 19,203 shares; 2026Q1: 19,307 shares; 2026Q2: 18,441 shares 18,441 $5.5M 0.31% -866 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,063 shares; 2024Q4: 114,150 shares; 2025Q1: 86,014 shares; 2025Q2: 84,744 shares; 2025Q3: 81,164 shares; 2025Q4: 79,311 shares; 2026Q1: 78,549 shares; 2026Q2: 79,896 shares 79,896 $5.47M 0.31% +1,347 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,044 shares; 2024Q4: 106,379 shares; 2025Q1: 107,873 shares; 2025Q2: 105,737 shares; 2025Q3: 106,511 shares; 2025Q4: 105,192 shares; 2026Q1: 103,150 shares; 2026Q2: 101,514 shares 101,514 $5.44M 0.31% -1,636 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,452 shares; 2024Q4: 41,144 shares; 2025Q1: 40,926 shares; 2025Q2: 40,153 shares; 2025Q3: 40,011 shares; 2025Q4: 38,646 shares; 2026Q1: 35,106 shares; 2026Q2: 34,182 shares 34,182 $5.42M 0.31% -924 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,244 shares; 2024Q4: 12,156 shares; 2025Q1: 12,126 shares; 2025Q2: 12,253 shares; 2025Q3: 12,133 shares; 2025Q4: 12,091 shares; 2026Q1: 12,636 shares; 2026Q2: 15,605 shares 15,605 $5.35M 0.31% +2,969 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,694 shares; 2024Q4: 31,442 shares; 2025Q1: 31,568 shares; 2025Q2: 31,843 shares; 2025Q3: 32,116 shares; 2025Q4: 32,569 shares; 2026Q1: 34,583 shares; 2026Q2: 43,088 shares 43,088 $5.3M 0.3% +8,505 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,122 shares; 2024Q4: 6,008 shares; 2025Q1: 5,958 shares; 2025Q2: 5,792 shares; 2025Q3: 5,752 shares; 2025Q4: 5,661 shares; 2026Q1: 5,550 shares; 2026Q2: 42,901 shares 42,901 $5.13M 0.29% +37,351 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,031 shares; 2024Q4: 21,833 shares; 2025Q1: 21,649 shares; 2025Q2: 20,725 shares; 2025Q3: 20,595 shares; 2025Q4: 20,309 shares; 2026Q1: 20,900 shares; 2026Q2: 23,066 shares 23,066 $5.09M 0.29% +2,166 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,040 shares; 2024Q4: 25,004 shares; 2025Q1: 24,867 shares; 2025Q2: 24,257 shares; 2025Q3: 24,007 shares; 2025Q4: 47,153 shares; 2026Q1: 44,789 shares; 2026Q2: 42,728 shares 42,728 $5.01M 0.29% -2,061 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,078 shares; 2024Q4: 13,829 shares; 2025Q1: 13,232 shares; 2025Q2: 13,426 shares; 2025Q3: 13,177 shares; 2025Q4: 13,417 shares; 2026Q1: 15,660 shares; 2026Q2: 17,600 shares 17,600 $4.95M 0.28% +1,940 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,664 shares; 2024Q4: 40,058 shares; 2025Q1: 38,495 shares; 2025Q2: 38,563 shares; 2025Q3: 37,149 shares; 2025Q4: 38,201 shares; 2026Q1: 38,221 shares; 2026Q2: 37,464 shares 37,464 $4.73M 0.27% -757 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,115 shares; 2024Q4: 18,461 shares; 2025Q1: 17,350 shares; 2025Q2: 17,148 shares; 2025Q3: 16,867 shares; 2025Q4: 17,581 shares; 2026Q1: 17,383 shares; 2026Q2: 17,276 shares 17,276 $4.7M 0.27% -107 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,945 shares; 2026Q2: 2,012 shares 2,012 $4.57M 0.26% +67 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: 395 shares; 2025Q1: 379 shares; 2025Q2: 374 shares; 2025Q3: 358 shares; 2025Q4: 3,675 shares; 2026Q1: 38,485 shares; 2026Q2: 62,431 shares 62,431 $4.46M 0.25% +23,946 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,493 shares; 2024Q4: 33,761 shares; 2025Q1: 31,713 shares; 2025Q2: 31,467 shares; 2025Q3: 31,571 shares; 2025Q4: 33,629 shares; 2026Q1: 36,141 shares; 2026Q2: 34,896 shares 34,896 $4.42M 0.25% -1,245 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,518 shares; 2024Q4: 20,828 shares; 2025Q1: 39,357 shares; 2025Q2: 43,467 shares; 2025Q3: 45,239 shares; 2025Q4: 46,222 shares; 2026Q1: 49,915 shares; 2026Q2: 46,606 shares 46,606 $4.41M 0.25% -3,309 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,224 shares; 2024Q4: 8,303 shares; 2025Q1: 8,389 shares; 2025Q2: 8,019 shares; 2025Q3: 8,764 shares; 2025Q4: 8,744 shares; 2026Q1: 8,983 shares; 2026Q2: 8,763 shares 8,763 $4.39M 0.25% -220 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,879 shares; 2024Q4: 63,670 shares; 2025Q1: 57,206 shares; 2025Q2: 54,560 shares; 2025Q3: 51,434 shares; 2025Q4: 50,279 shares; 2026Q1: 49,444 shares; 2026Q2: 47,827 shares 47,827 $4.36M 0.25% -1,617 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,612 shares; 2024Q4: 44,738 shares; 2025Q1: 42,602 shares; 2025Q2: 42,485 shares; 2025Q3: 41,176 shares; 2025Q4: 40,858 shares; 2026Q1: 40,518 shares; 2026Q2: 37,441 shares 37,441 $4.3M 0.25% -3,077 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,402 shares; 2024Q4: 16,912 shares; 2025Q1: 16,152 shares; 2025Q2: 15,763 shares; 2025Q3: 15,203 shares; 2025Q4: 16,094 shares; 2026Q1: 16,180 shares; 2026Q2: 18,841 shares 18,841 $4.16M 0.24% +2,661 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,872 shares; 2024Q4: 23,710 shares; 2025Q1: 23,101 shares; 2025Q2: 23,007 shares; 2025Q3: 23,200 shares; 2025Q4: 23,762 shares; 2026Q1: 23,902 shares; 2026Q2: 22,418 shares 22,418 $4.14M 0.24% -1,484 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 2,747 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 4,157 shares 4,157 $4.01M 0.23% +1,557 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,349 shares; 2025Q3: 7,049 shares; 2025Q4: 7,069 shares; 2026Q1: 14,814 shares; 2026Q2: 15,492 shares 15,492 $3.96M 0.23% +678 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,679 shares; 2024Q4: 6,666 shares; 2025Q1: 6,591 shares; 2025Q2: 6,497 shares; 2025Q3: 6,572 shares; 2025Q4: 6,704 shares; 2026Q1: 7,013 shares; 2026Q2: 7,689 shares 7,689 $3.95M 0.23% +676 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,427 shares; 2024Q4: 42,526 shares; 2025Q1: 41,794 shares; 2025Q2: 41,392 shares; 2025Q3: 42,131 shares; 2025Q4: 42,051 shares; 2026Q1: 43,846 shares; 2026Q2: 40,746 shares 40,746 $3.92M 0.22% -3,100 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,380 shares; 2024Q4: 44,171 shares; 2025Q1: 42,335 shares; 2025Q2: 43,339 shares; 2025Q3: 41,901 shares; 2025Q4: 48,726 shares; 2026Q1: 54,748 shares; 2026Q2: 53,080 shares 53,080 $3.82M 0.22% -1,668 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,753 shares; 2024Q4: 14,038 shares; 2025Q1: 13,280 shares; 2025Q2: 12,427 shares; 2025Q3: 11,026 shares; 2025Q4: 9,852 shares; 2026Q1: 9,363 shares; 2026Q2: 8,955 shares 8,955 $3.82M 0.22% -408 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,847 shares; 2024Q4: 6,697 shares; 2025Q1: 5,814 shares; 2025Q2: 5,726 shares; 2025Q3: 5,739 shares; 2025Q4: 5,729 shares; 2026Q1: 5,645 shares; 2026Q2: 5,345 shares 5,345 $3.81M 0.22% -300 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,053 shares; 2024Q4: 38,937 shares; 2025Q1: 39,480 shares; 2025Q2: 39,357 shares; 2025Q3: 41,658 shares; 2025Q4: 43,817 shares; 2026Q1: 45,138 shares; 2026Q2: 45,094 shares 45,094 $3.76M 0.21% -44 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,517 shares; 2025Q2: 38,917 shares; 2025Q3: 40,198 shares; 2025Q4: 41,132 shares; 2026Q1: 45,670 shares; 2026Q2: 52,012 shares 52,012 $3.75M 0.21% +6,342 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,069 shares; 2024Q4: 8,154 shares; 2025Q1: 36,771 shares; 2025Q2: 39,044 shares; 2025Q3: 40,515 shares; 2025Q4: 41,986 shares; 2026Q1: 44,640 shares; 2026Q2: 43,944 shares 43,944 $3.72M 0.21% -696 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; 2024Q3: 70,082 shares; 2024Q4: 71,006 shares; 2025Q1: 28,036 shares; 2025Q2: 27,158 shares; 2025Q3: 26,047 shares; 2025Q4: 27,107 shares; 2026Q1: 27,809 shares; 2026Q2: 26,789 shares 26,789 $3.67M 0.21% -1,020 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,185 shares; 2024Q4: 42,696 shares; 2025Q1: 42,348 shares; 2025Q2: 40,435 shares; 2025Q3: 40,471 shares; 2025Q4: 40,323 shares; 2026Q1: 33,749 shares; 2026Q2: 33,899 shares 33,899 $3.63M 0.21% +150 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,732 shares; 2024Q4: 2,632 shares; 2025Q1: 2,575 shares; 2025Q2: 15,631 shares; 2025Q3: 15,696 shares; 2025Q4: 15,551 shares; 2026Q1: 16,358 shares; 2026Q2: 15,971 shares 15,971 $3.56M 0.2% -387 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; 2024Q3: 49,734 shares; 2024Q4: 49,189 shares; 2025Q1: 49,140 shares; 2025Q2: 49,502 shares; 2025Q3: 49,080 shares; 2025Q4: 48,824 shares; 2026Q1: 44,698 shares; 2026Q2: 42,443 shares 42,443 $3.53M 0.2% -2,255 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,148 shares; 2024Q4: 24,081 shares; 2025Q1: 24,081 shares; 2025Q2: 24,081 shares; 2025Q3: 24,133 shares; 2025Q4: 23,930 shares; 2026Q1: 22,310 shares; 2026Q2: 22,310 shares 22,310 $3.44M 0.2% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,545 shares; 2026Q2: 27,160 shares 27,160 $3.43M 0.2% +23,615 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,746 shares; 2024Q4: 25,548 shares; 2025Q1: 25,190 shares; 2025Q2: 24,765 shares; 2025Q3: 24,641 shares; 2025Q4: 24,693 shares; 2026Q1: 25,000 shares; 2026Q2: 24,668 shares 24,668 $3.32M 0.19% -332 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,622 shares; 2024Q4: 42,680 shares; 2025Q1: 42,605 shares; 2025Q2: 42,091 shares; 2025Q3: 41,481 shares; 2025Q4: 31,367 shares; 2026Q1: 31,713 shares; 2026Q2: 32,773 shares 32,773 $3.24M 0.19% +1,060 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,400 shares; 2024Q4: 6,850 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 78,407 shares 78,407 $3.24M 0.18% +71,807 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,217 shares; 2024Q4: 8,005 shares; 2025Q1: 7,785 shares; 2025Q2: 7,220 shares; 2025Q3: 6,935 shares; 2025Q4: 6,712 shares; 2026Q1: 6,594 shares; 2026Q2: 8,793 shares 8,793 $3.21M 0.18% +2,199 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,126 shares; 2024Q4: 8,206 shares; 2025Q1: 8,164 shares; 2025Q2: 8,121 shares; 2025Q3: 8,188 shares; 2025Q4: 8,629 shares; 2026Q1: 8,452 shares; 2026Q2: 8,577 shares 8,577 $3.17M 0.18% +125 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,793 shares; 2024Q4: 50,509 shares; 2025Q1: 48,838 shares; 2025Q2: 49,714 shares; 2025Q3: 49,697 shares; 2025Q4: 52,206 shares; 2026Q1: 56,676 shares; 2026Q2: 54,273 shares 54,273 $3.11M 0.18% -2,403 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,956 shares; 2024Q4: 10,757 shares; 2025Q1: 10,596 shares; 2025Q2: 8,949 shares; 2025Q3: 8,635 shares; 2025Q4: 9,317 shares; 2026Q1: 9,553 shares; 2026Q2: 10,244 shares 10,244 $3.11M 0.18% +691 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,631 shares; 2024Q4: 34,388 shares; 2025Q1: 34,431 shares; 2025Q2: 33,577 shares; 2025Q3: 33,503 shares; 2025Q4: 63,846 shares; 2026Q1: 55,833 shares; 2026Q2: 58,391 shares 58,391 $3.1M 0.18% +2,558 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,267 shares; 2024Q4: 56,334 shares; 2025Q1: 58,152 shares; 2025Q2: 60,851 shares; 2025Q3: 61,453 shares; 2025Q4: 59,924 shares; 2026Q1: 61,348 shares; 2026Q2: 62,068 shares 62,068 $3.09M 0.18% +720 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,334 shares; 2024Q4: 36,971 shares; 2025Q1: 35,112 shares; 2025Q2: 34,674 shares; 2025Q3: 33,405 shares; 2025Q4: 32,994 shares; 2026Q1: 33,707 shares; 2026Q2: 33,621 shares 33,621 $3.05M 0.17% -86 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,170 shares; 2024Q4: 10,170 shares; 2025Q1: 24,098 shares; 2025Q2: 24,650 shares; 2025Q3: 25,132 shares; 2025Q4: 24,952 shares; 2026Q1: 26,493 shares; 2026Q2: 25,775 shares 25,775 $3.05M 0.17% -718 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,142 shares; 2024Q4: 162,150 shares; 2025Q1: 156,627 shares; 2025Q2: 154,393 shares; 2025Q3: 148,368 shares; 2025Q4: 148,086 shares; 2026Q1: 149,603 shares; 2026Q2: 125,117 shares 125,117 $3.01M 0.17% -24,486 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,319 shares; 2024Q4: 151,322 shares; 2025Q1: 55,770 shares; 2025Q2: 57,213 shares; 2025Q3: 60,361 shares; 2025Q4: 60,522 shares; 2026Q1: 57,886 shares; 2026Q2: 57,449 shares 57,449 $3.01M 0.17% -437 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,584 shares; 2024Q4: 35,397 shares; 2025Q1: 35,012 shares; 2025Q2: 34,637 shares; 2025Q3: 34,277 shares; 2025Q4: 66,256 shares; 2026Q1: 58,606 shares; 2026Q2: 58,731 shares 58,731 $2.99M 0.17% +125 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,082 shares; 2026Q2: 24,696 shares 24,696 $2.91M 0.17% +22,614 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,855 shares; 2024Q4: 22,380 shares; 2025Q1: 22,380 shares; 2025Q2: 20,506 shares; 2025Q3: 20,704 shares; 2025Q4: 20,676 shares; 2026Q1: 28,095 shares; 2026Q2: 38,467 shares 38,467 $2.9M 0.17% +10,372 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares; 2026Q2: 8,602 shares 8,602 $2.84M 0.16% +7,054 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,760 shares; 2024Q4: 9,583 shares; 2025Q1: 9,072 shares; 2025Q2: 8,244 shares; 2025Q3: 7,738 shares; 2025Q4: 7,421 shares; 2026Q1: 7,240 shares; 2026Q2: 9,013 shares 9,013 $2.76M 0.16% +1,773 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,460 shares; 2026Q2: 20,096 shares 20,096 $2.76M 0.16% +3,636 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,925 shares; 2024Q4: 19,733 shares; 2025Q1: 18,917 shares; 2025Q2: 17,477 shares; 2025Q3: 17,080 shares; 2025Q4: 17,693 shares; 2026Q1: 17,492 shares; 2026Q2: 17,649 shares 17,649 $2.67M 0.15% +157 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,126 shares; 2026Q1: 3,946 shares; 2026Q2: 4,282 shares 4,282 $2.67M 0.15% +336 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: 5,124 shares; 2025Q1: 5,559 shares; 2025Q2: 5,890 shares; 2025Q3: 6,000 shares; 2025Q4: 5,826 shares; 2026Q1: 5,852 shares; 2026Q2: 5,898 shares 5,898 $2.66M 0.15% +46 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,613 shares; 2024Q4: 44,128 shares; 2025Q1: 46,439 shares; 2025Q2: 47,278 shares; 2025Q3: 49,400 shares; 2025Q4: 50,569 shares; 2026Q1: 49,638 shares; 2026Q2: 49,311 shares 49,311 $2.65M 0.15% -327 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,106 shares; 2026Q1: 35,948 shares; 2026Q2: 33,079 shares 33,079 $2.61M 0.15% -2,869 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,771 shares; 2024Q4: 33,738 shares; 2025Q1: 33,669 shares; 2025Q2: 33,794 shares; 2025Q3: 33,497 shares; 2025Q4: 65,767 shares; 2026Q1: 58,768 shares; 2026Q2: 57,231 shares 57,231 $2.59M 0.15% -1,537 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,872 shares; 2024Q4: 33,526 shares; 2025Q1: 34,656 shares; 2025Q2: 34,284 shares; 2025Q3: 36,187 shares; 2025Q4: 37,331 shares; 2026Q1: 20,958 shares; 2026Q2: 16,543 shares 16,543 $2.59M 0.15% -4,415 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,537 shares; 2024Q4: 5,203 shares; 2025Q1: 11,052 shares; 2025Q2: 12,151 shares; 2025Q3: 13,037 shares; 2025Q4: 13,279 shares; 2026Q1: 15,022 shares; 2026Q2: 14,221 shares 14,221 $2.52M 0.14% -801 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,789 shares; 2024Q4: 29,603 shares; 2025Q1: 27,839 shares; 2025Q2: 26,265 shares; 2025Q3: 23,410 shares; 2025Q4: 21,948 shares; 2026Q1: 21,927 shares; 2026Q2: 22,546 shares 22,546 $2.47M 0.14% +619 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,917 shares; 2024Q4: 13,640 shares; 2025Q1: 13,076 shares; 2025Q2: 11,935 shares; 2025Q3: 11,081 shares; 2025Q4: 10,684 shares; 2026Q1: 10,411 shares; 2026Q2: 10,119 shares 10,119 $2.46M 0.14% -292 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,544 shares; 2024Q4: 18,465 shares; 2025Q1: 18,337 shares; 2025Q2: 18,275 shares; 2025Q3: 18,350 shares; 2025Q4: 10,925 shares; 2026Q1: 9,238 shares; 2026Q2: 8,366 shares 8,366 $2.45M 0.14% -872 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,122 shares; 2024Q4: 31,227 shares; 2025Q1: 31,186 shares; 2025Q2: 30,856 shares; 2025Q3: 30,856 shares; 2025Q4: 30,856 shares; 2026Q1: 31,046 shares; 2026Q2: 31,149 shares 31,149 $2.42M 0.14% +103 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,046 shares; 2024Q4: 14,638 shares; 2025Q1: 14,700 shares; 2025Q2: 14,882 shares; 2025Q3: 15,252 shares; 2025Q4: 15,673 shares; 2026Q1: 17,062 shares; 2026Q2: 14,729 shares 14,729 $2.41M 0.14% -2,333 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,017 shares; 2024Q4: 17,889 shares; 2025Q1: 17,089 shares; 2025Q2: 16,989 shares; 2025Q3: 15,168 shares; 2025Q4: 15,058 shares; 2026Q1: 15,609 shares; 2026Q2: 16,599 shares 16,599 $2.38M 0.14% +990 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,134 shares; 2025Q4: 25,828 shares; 2026Q1: 27,871 shares; 2026Q2: 25,706 shares 25,706 $2.37M 0.14% -2,165 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,406 shares; 2024Q4: 43,668 shares; 2025Q1: 60,643 shares; 2025Q2: 74,303 shares; 2025Q3: 76,429 shares; 2025Q4: 80,266 shares; 2026Q1: 76,474 shares; 2026Q2: 72,758 shares 72,758 $2.37M 0.14% -3,716 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,943 shares; 2026Q2: 44,453 shares 44,453 $2.36M 0.13% +5,510 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; 2024Q3: 17,465 shares; 2024Q4: 16,310 shares; 2025Q1: 22,696 shares; 2025Q2: 24,512 shares; 2025Q3: 27,285 shares; 2025Q4: 28,792 shares; 2026Q1: 33,187 shares; 2026Q2: 34,443 shares 34,443 $2.35M 0.13% +1,256 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,111 shares; 2025Q1: 1,102 shares; 2025Q2: 1,088 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 4,633 shares; 2026Q2: 4,602 shares 4,602 $2.34M 0.13% -31 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 209 shares; 2026Q1: 283 shares; 2026Q2: 1,649 shares 1,649 $2.24M 0.13% +1,366 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,555 shares; 2024Q4: 23,048 shares; 2025Q1: 22,087 shares; 2025Q2: 20,480 shares; 2025Q3: 20,184 shares; 2025Q4: 19,548 shares; 2026Q1: 20,668 shares; 2026Q2: 21,497 shares 21,497 $2.23M 0.13% +829 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,617 shares; 2024Q4: 12,470 shares; 2025Q1: 12,395 shares; 2025Q2: 12,640 shares; 2025Q3: 12,434 shares; 2025Q4: 12,434 shares; 2026Q1: 12,434 shares; 2026Q2: 14,169 shares 14,169 $2.21M 0.13% +1,735 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,559 shares; 2024Q4: 13,913 shares; 2025Q1: 13,538 shares; 2025Q2: 12,331 shares; 2025Q3: 11,786 shares; 2025Q4: 11,631 shares; 2026Q1: 11,211 shares; 2026Q2: 10,893 shares 10,893 $2.15M 0.12% -318 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,677 shares; 2024Q4: 6,465 shares; 2025Q1: 6,091 shares; 2025Q2: 6,108 shares; 2025Q3: 5,828 shares; 2025Q4: 5,968 shares; 2026Q1: 6,149 shares; 2026Q2: 5,922 shares 5,922 $2.1M 0.12% -227 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,643 shares; 2024Q4: 9,241 shares; 2025Q1: 8,570 shares; 2025Q2: 8,476 shares; 2025Q3: 8,281 shares; 2025Q4: 8,197 shares; 2026Q1: 7,948 shares; 2026Q2: 7,716 shares 7,716 $2.09M 0.12% -232 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,476 shares; 2024Q4: 38,756 shares; 2025Q1: 42,992 shares; 2025Q2: 45,309 shares; 2025Q3: 43,595 shares; 2025Q4: 40,164 shares; 2026Q1: 36,219 shares; 2026Q2: 35,578 shares 35,578 $2.05M 0.12% -641 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,027 shares; 2024Q4: 21,996 shares; 2025Q1: 29,911 shares; 2025Q2: 32,042 shares; 2025Q3: 38,154 shares; 2025Q4: 41,375 shares; 2026Q1: 46,044 shares; 2026Q2: 43,986 shares 43,986 $2.04M 0.12% -2,058 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,486 shares; 2024Q4: 5,471 shares; 2025Q1: 5,321 shares; 2025Q2: 5,163 shares; 2025Q3: 5,108 shares; 2025Q4: 5,108 shares; 2026Q1: 5,060 shares; 2026Q2: 4,989 shares 4,989 $2.04M 0.12% -71 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,297 shares; 2024Q4: 12,297 shares; 2025Q1: 11,347 shares; 2025Q2: 11,347 shares; 2025Q3: 11,347 shares; 2025Q4: 11,147 shares; 2026Q1: 11,189 shares; 2026Q2: 11,238 shares 11,238 $2.03M 0.12% +49 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,280 shares; 2024Q4: 10,080 shares; 2025Q1: 10,080 shares; 2025Q2: 10,035 shares; 2025Q3: 9,553 shares; 2025Q4: 9,328 shares; 2026Q1: 9,178 shares; 2026Q2: 8,889 shares 8,889 $1.98M 0.11% -289 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,615 shares; 2024Q4: 35,823 shares; 2025Q1: 35,473 shares; 2025Q2: 35,906 shares; 2025Q3: 31,169 shares; 2025Q4: 33,564 shares; 2026Q1: 33,611 shares; 2026Q2: 32,756 shares 32,756 $1.98M 0.11% -855 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,632 shares; 2026Q2: 4,076 shares 4,076 $1.97M 0.11% +444 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,017 shares; 2026Q2: 7,108 shares 7,108 $1.91M 0.11% +2,091 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,198 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares; 2026Q1: 2,288 shares; 2026Q2: 3,205 shares 3,205 $1.86M 0.11% +917 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,572 shares 31,572 $1.86M 0.11% new 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; 2024Q3: 73,295 shares; 2024Q4: 63,628 shares; 2025Q1: 64,704 shares; 2025Q2: 64,632 shares; 2025Q3: 58,335 shares; 2025Q4: 32,749 shares; 2026Q1: 22,084 shares; 2026Q2: 34,374 shares 34,374 $1.84M 0.1% +12,290 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; 2024Q3: 20,382 shares; 2024Q4: 19,707 shares; 2025Q1: 19,649 shares; 2025Q2: 19,489 shares; 2025Q3: 19,114 shares; 2025Q4: 18,961 shares; 2026Q1: 18,811 shares; 2026Q2: 18,711 shares 18,711 $1.8M 0.1% -100 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 3,049 shares; 2025Q4: 14,595 shares; 2026Q1: 17,334 shares; 2026Q2: 18,145 shares 18,145 $1.8M 0.1% +811 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,661 shares; 2024Q4: 8,021 shares; 2025Q1: 7,825 shares; 2025Q2: 7,327 shares; 2025Q3: 7,127 shares; 2025Q4: 7,610 shares; 2026Q1: 7,587 shares; 2026Q2: 7,457 shares 7,457 $1.77M 0.1% -130 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,113 shares; 2024Q4: 11,113 shares; 2025Q1: 11,113 shares; 2025Q2: 11,113 shares; 2025Q3: 13,100 shares; 2025Q4: 13,247 shares; 2026Q1: 12,956 shares; 2026Q2: 12,834 shares 12,834 $1.77M 0.1% -122 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares; 2026Q2: 4,656 shares 4,656 $1.74M 0.1% +3,792 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares; 2026Q2: 1,251 shares 1,251 $1.73M 0.1% +85 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 897 shares; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 704 shares; 2025Q4: 1,324 shares; 2026Q1: 1,980 shares; 2026Q2: 6,827 shares 6,827 $1.7M 0.1% +4,847 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,660 shares; 2024Q4: 7,775 shares; 2025Q1: 6,533 shares; 2025Q2: 6,315 shares; 2025Q3: 6,281 shares; 2025Q4: 6,281 shares; 2026Q1: 5,961 shares; 2026Q2: 7,821 shares 7,821 $1.69M 0.1% +1,860 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,805 shares; 2025Q2: 8,783 shares; 2025Q3: 9,670 shares; 2025Q4: 9,807 shares; 2026Q1: 10,262 shares; 2026Q2: 10,165 shares 10,165 $1.68M 0.1% -97 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 967 shares; 2025Q3: not reported; 2025Q4: 730 shares; 2026Q1: 937 shares; 2026Q2: 4,502 shares 4,502 $1.66M 0.09% +3,565 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 2,605 shares; 2025Q2: 2,369 shares; 2025Q3: 2,309 shares; 2025Q4: 2,189 shares; 2026Q1: 3,011 shares; 2026Q2: 14,372 shares 14,372 $1.64M 0.09% +11,361 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,192 shares; 2025Q3: 10,888 shares; 2025Q4: 10,628 shares; 2026Q1: 12,505 shares; 2026Q2: 11,534 shares 11,534 $1.63M 0.09% -971 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,672 shares; 2024Q4: 9,713 shares; 2025Q1: 9,328 shares; 2025Q2: 9,249 shares; 2025Q3: 8,377 shares; 2025Q4: 9,721 shares; 2026Q1: 12,381 shares; 2026Q2: 14,113 shares 14,113 $1.6M 0.09% +1,732 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,031 shares; 2024Q4: 4,102 shares; 2025Q1: 4,102 shares; 2025Q2: 3,997 shares; 2025Q3: 3,997 shares; 2025Q4: 3,966 shares; 2026Q1: 4,118 shares; 2026Q2: 4,035 shares 4,035 $1.6M 0.09% -83 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,368 shares; 2024Q4: 11,044 shares; 2025Q1: 10,355 shares; 2025Q2: 11,126 shares; 2025Q3: 11,364 shares; 2025Q4: 13,051 shares; 2026Q1: 13,483 shares; 2026Q2: 12,263 shares 12,263 $1.59M 0.09% -1,220 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,543 shares; 2025Q3: 1,365 shares; 2025Q4: 1,385 shares; 2026Q1: 1,977 shares; 2026Q2: 4,238 shares 4,238 $1.59M 0.09% +2,261 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; 2024Q3: 4,806 shares; 2024Q4: 5,517 shares; 2025Q1: 4,699 shares; 2025Q2: 5,219 shares; 2025Q3: 5,384 shares; 2025Q4: 5,886 shares; 2026Q1: 6,114 shares; 2026Q2: 5,968 shares 5,968 $1.55M 0.09% -146 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,569 shares; 2024Q4: 5,446 shares; 2025Q1: 4,843 shares; 2025Q2: 4,783 shares; 2025Q3: 4,738 shares; 2025Q4: 4,418 shares; 2026Q1: 4,423 shares; 2026Q2: 4,390 shares 4,390 $1.48M 0.08% -33 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,424 shares; 2024Q4: 13,474 shares; 2025Q1: 12,663 shares; 2025Q2: 12,823 shares; 2025Q3: 11,260 shares; 2025Q4: 12,118 shares; 2026Q1: 12,644 shares; 2026Q2: 12,337 shares 12,337 $1.46M 0.08% -307 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,992 shares 1,992 $1.43M 0.08% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,805 shares; 2024Q4: 22,805 shares; 2025Q1: 22,761 shares; 2025Q2: 22,042 shares; 2025Q3: 22,002 shares; 2025Q4: 22,000 shares; 2026Q1: 21,060 shares; 2026Q2: 21,060 shares 21,060 $1.41M 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,463 shares; 2024Q4: 40,736 shares; 2025Q1: 16,533 shares; 2025Q2: 15,386 shares; 2025Q3: 12,245 shares; 2025Q4: 10,320 shares; 2026Q1: 9,407 shares; 2026Q2: 10,090 shares 10,090 $1.41M 0.08% +683 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,771 shares; 2024Q4: 29,359 shares; 2025Q1: 29,366 shares; 2025Q2: 29,090 shares; 2025Q3: 28,472 shares; 2025Q4: 27,951 shares; 2026Q1: 31,003 shares; 2026Q2: 31,807 shares 31,807 $1.4M 0.08% +804 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,800 shares; 2024Q4: 8,390 shares; 2025Q1: 7,871 shares; 2025Q2: 7,594 shares; 2025Q3: 7,494 shares; 2025Q4: 7,494 shares; 2026Q1: 7,096 shares; 2026Q2: 6,751 shares 6,751 $1.39M 0.08% -345 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,054 shares; 2024Q4: 18,527 shares; 2025Q1: 17,349 shares; 2025Q2: 17,340 shares; 2025Q3: 17,632 shares; 2025Q4: 12,852 shares; 2026Q1: 6,032 shares; 2026Q2: 6,752 shares 6,752 $1.38M 0.08% +720 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,172 shares; 2024Q4: 18,731 shares; 2025Q1: 18,723 shares; 2025Q2: 20,161 shares; 2025Q3: 19,569 shares; 2025Q4: 19,569 shares; 2026Q1: 19,498 shares; 2026Q2: 12,518 shares 12,518 $1.38M 0.08% -6,980 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,105 shares; 2025Q4: 5,101 shares; 2026Q1: 5,101 shares; 2026Q2: 5,388 shares 5,388 $1.38M 0.08% +287 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,287 shares; 2024Q4: 9,212 shares; 2025Q1: 9,174 shares; 2025Q2: 8,729 shares; 2025Q3: 8,713 shares; 2025Q4: 8,313 shares; 2026Q1: 8,233 shares; 2026Q2: 8,408 shares 8,408 $1.32M 0.08% +175 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,784 shares; 2024Q4: 2,784 shares; 2025Q1: 2,679 shares; 2025Q2: 2,668 shares; 2025Q3: 2,664 shares; 2025Q4: 2,362 shares; 2026Q1: 2,262 shares; 2026Q2: 2,282 shares 2,282 $1.32M 0.08% +20 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,417 shares; 2024Q4: 15,131 shares; 2025Q1: 15,131 shares; 2025Q2: 14,230 shares; 2025Q3: 14,230 shares; 2025Q4: 14,844 shares; 2026Q1: 21,610 shares; 2026Q2: 22,239 shares 22,239 $1.28M 0.07% +629 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,859 shares; 2024Q4: 18,768 shares; 2025Q1: 18,018 shares; 2025Q2: 17,649 shares; 2025Q3: 17,766 shares; 2025Q4: 14,146 shares; 2026Q1: 14,246 shares; 2026Q2: 13,883 shares 13,883 $1.27M 0.07% -363 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,457 shares 15,457 $1.27M 0.07% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,172 shares; 2024Q4: 8,157 shares; 2025Q1: 7,849 shares; 2025Q2: 7,731 shares; 2025Q3: 6,863 shares; 2025Q4: 6,867 shares; 2026Q1: 6,657 shares; 2026Q2: 6,374 shares 6,374 $1.26M 0.07% -283 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 926 shares; 2025Q3: 881 shares; 2025Q4: 885 shares; 2026Q1: 943 shares; 2026Q2: 1,660 shares 1,660 $1.25M 0.07% +717 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,458 shares; 2026Q2: 3,669 shares 3,669 $1.23M 0.07% +2,211 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,088 shares; 2024Q4: 5,360 shares; 2025Q1: 4,606 shares; 2025Q2: 3,727 shares; 2025Q3: 3,478 shares; 2025Q4: 3,328 shares; 2026Q1: 4,010 shares; 2026Q2: 11,614 shares 11,614 $1.2M 0.07% +7,604 Timeline HELO 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,085 shares; 2026Q1: 11,432 shares; 2026Q2: 17,488 shares 17,488 $1.18M 0.07% +6,056 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,543 shares; 2024Q4: 7,543 shares; 2025Q1: 7,543 shares; 2025Q2: 7,863 shares; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares; 2026Q1: 7,863 shares; 2026Q2: 7,848 shares 7,848 $1.18M 0.07% -15 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,979 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 5,376 shares; 2025Q3: 5,111 shares; 2025Q4: 4,987 shares; 2026Q1: 5,025 shares; 2026Q2: 4,808 shares 4,808 $1.14M 0.06% -217 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,635 shares 6,635 $1.13M 0.06% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,574 shares; 2024Q4: 21,574 shares; 2025Q1: 21,574 shares; 2025Q2: 21,574 shares; 2025Q3: 21,574 shares; 2025Q4: 21,574 shares; 2026Q1: 21,574 shares; 2026Q2: 21,574 shares 21,574 $1.12M 0.06% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,380 shares; 2024Q4: 7,286 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 7,224 shares; 2025Q4: 7,265 shares; 2026Q1: 6,739 shares; 2026Q2: 6,662 shares 6,662 $1.11M 0.06% -77 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,017 shares; 2024Q4: 8,472 shares; 2025Q1: 8,249 shares; 2025Q2: 8,987 shares; 2025Q3: 8,850 shares; 2025Q4: 10,154 shares; 2026Q1: 10,145 shares; 2026Q2: 6,222 shares 6,222 $1.09M 0.06% -3,923 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,709 shares 6,709 $1.06M 0.06% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,790 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,050 shares; 2025Q3: 11,322 shares; 2025Q4: 11,212 shares; 2026Q1: 10,461 shares; 2026Q2: 10,461 shares 10,461 $1.06M 0.06% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,410 shares; 2026Q2: 49,750 shares 49,750 $1.01M 0.06% +39,340 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,189 shares; 2026Q2: 16,050 shares 16,050 $1.01M 0.06% +1,861 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,483 shares; 2024Q4: 4,486 shares; 2025Q1: 3,577 shares; 2025Q2: 3,458 shares; 2025Q3: 3,088 shares; 2025Q4: 3,079 shares; 2026Q1: 3,043 shares; 2026Q2: 2,947 shares 2,947 $1M 0.06% -96 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,198 shares; 2024Q4: 8,198 shares; 2025Q1: 8,198 shares; 2025Q2: 8,198 shares; 2025Q3: 8,198 shares; 2025Q4: 8,198 shares; 2026Q1: 8,198 shares; 2026Q2: 8,198 shares 8,198 $994K 0.06% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,214 shares; 2024Q4: 5,214 shares; 2025Q1: 5,122 shares; 2025Q2: 5,105 shares; 2025Q3: 5,127 shares; 2025Q4: 5,382 shares; 2026Q1: 5,490 shares; 2026Q2: 4,433 shares 4,433 $993K 0.06% -1,057 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,900 shares 33,900 $991K 0.06% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,287 shares; 2024Q4: 2,567 shares; 2025Q1: 2,267 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 3,350 shares 3,350 $988K 0.06% +1,450 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 870 shares 870 $986K 0.06% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,162 shares; 2024Q4: 40,447 shares; 2025Q1: 41,624 shares; 2025Q2: 41,691 shares; 2025Q3: 43,301 shares; 2025Q4: 43,134 shares; 2026Q1: 2,505 shares; 2026Q2: 6,395 shares 6,395 $982K 0.06% +3,890 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,833 shares; 2024Q4: 5,557 shares; 2025Q1: 5,807 shares; 2025Q2: 5,935 shares; 2025Q3: 5,612 shares; 2025Q4: 7,518 shares; 2026Q1: 11,826 shares; 2026Q2: 14,430 shares 14,430 $978K 0.06% +2,604 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,178 shares; 2024Q4: 3,178 shares; 2025Q1: 3,134 shares; 2025Q2: 2,984 shares; 2025Q3: 2,934 shares; 2025Q4: 2,902 shares; 2026Q1: 2,902 shares; 2026Q2: 2,689 shares 2,689 $969K 0.06% -213 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,439 shares; 2024Q4: 47,739 shares; 2025Q1: 46,973 shares; 2025Q2: 47,552 shares; 2025Q3: 39,744 shares; 2025Q4: 45,272 shares; 2026Q1: 44,180 shares; 2026Q2: 44,506 shares 44,506 $921K 0.05% +326 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 7,299 shares; 2025Q1: 8,119 shares; 2025Q2: 9,090 shares; 2025Q3: 9,541 shares; 2025Q4: 11,172 shares; 2026Q1: 9,127 shares; 2026Q2: 9,293 shares 9,293 $898K 0.05% +166 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,573 shares; 2024Q4: 12,260 shares; 2025Q1: 12,708 shares; 2025Q2: 15,828 shares; 2025Q3: 16,135 shares; 2025Q4: 23,922 shares; 2026Q1: 32,837 shares; 2026Q2: 36,052 shares 36,052 $895K 0.05% +3,215 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,485 shares; 2024Q4: 10,410 shares; 2025Q1: 7,903 shares; 2025Q2: 7,780 shares; 2025Q3: 7,776 shares; 2025Q4: 8,001 shares; 2026Q1: 7,736 shares; 2026Q2: 7,736 shares 7,736 $887K 0.05% 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; 2024Q3: 21,288 shares; 2024Q4: 21,558 shares; 2025Q1: 21,248 shares; 2025Q2: 16,929 shares; 2025Q3: 16,968 shares; 2025Q4: 16,382 shares; 2026Q1: 16,410 shares; 2026Q2: 16,191 shares 16,191 $878K 0.05% -219 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,653 shares; 2024Q4: 18,845 shares; 2025Q1: 17,655 shares; 2025Q2: 16,557 shares; 2025Q3: 12,300 shares; 2025Q4: 10,431 shares; 2026Q1: 9,754 shares; 2026Q2: 7,983 shares 7,983 $847K 0.05% -1,771 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,690 shares; 2024Q4: 12,690 shares; 2025Q1: 12,690 shares; 2025Q2: 12,315 shares; 2025Q3: 12,065 shares; 2025Q4: 12,065 shares; 2026Q1: 11,524 shares; 2026Q2: 11,457 shares 11,457 $832K 0.05% -67 Timeline BBHY 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; 2024Q3: 37,702 shares; 2024Q4: 33,807 shares; 2025Q1: 33,025 shares; 2025Q2: 30,969 shares; 2025Q3: 27,150 shares; 2025Q4: 23,144 shares; 2026Q1: 17,529 shares; 2026Q2: 17,779 shares 17,779 $820K 0.05% +250 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,302 shares; 2024Q4: 18,075 shares; 2025Q1: 13,211 shares; 2025Q2: 19,459 shares; 2025Q3: 11,762 shares; 2025Q4: 21,375 shares; 2026Q1: 6,613 shares; 2026Q2: 8,091 shares 8,091 $816K 0.05% +1,478 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,524 shares; 2024Q4: 3,573 shares; 2025Q1: 3,573 shares; 2025Q2: 3,724 shares; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares; 2026Q1: 3,698 shares; 2026Q2: 4,942 shares 4,942 $813K 0.05% +1,244 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: 511 shares; 2026Q1: 531 shares; 2026Q2: 1,064 shares 1,064 $812K 0.05% +533 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,354 shares; 2025Q3: 4,584 shares; 2025Q4: 5,318 shares; 2026Q1: 4,224 shares; 2026Q2: 4,488 shares 4,488 $802K 0.05% +264 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,260 shares; 2024Q4: 8,810 shares; 2025Q1: 8,142 shares; 2025Q2: 8,251 shares; 2025Q3: 8,062 shares; 2025Q4: 8,207 shares; 2026Q1: 8,584 shares; 2026Q2: 10,205 shares 10,205 $798K 0.05% +1,621 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,257 shares 8,257 $797K 0.05% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 725 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 660 shares; 2026Q2: 1,616 shares 1,616 $794K 0.05% +956 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,900 shares; 2024Q4: 37,400 shares; 2025Q1: 37,100 shares; 2025Q2: 32,250 shares; 2025Q3: 32,250 shares; 2025Q4: 43,050 shares; 2026Q1: 43,050 shares; 2026Q2: 43,050 shares 43,050 $793K 0.05% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,735 shares 4,735 $789K 0.05% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,257 shares; 2024Q4: 17,932 shares; 2025Q1: 17,497 shares; 2025Q2: 17,170 shares; 2025Q3: 17,013 shares; 2025Q4: 16,782 shares; 2026Q1: 16,437 shares; 2026Q2: 16,071 shares 16,071 $749K 0.04% -366 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,801 shares; 2024Q4: 6,701 shares; 2025Q1: 6,601 shares; 2025Q2: 6,343 shares; 2025Q3: 6,243 shares; 2025Q4: 6,359 shares; 2026Q1: 6,289 shares; 2026Q2: 8,974 shares 8,974 $742K 0.04% +2,685 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,698 shares; 2024Q4: 5,698 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares; 2026Q1: 3,948 shares; 2026Q2: 3,920 shares 3,920 $721K 0.04% -28 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 4,223 shares; 2025Q2: 4,108 shares; 2025Q3: 4,083 shares; 2025Q4: 4,136 shares; 2026Q1: 3,996 shares; 2026Q2: 3,950 shares 3,950 $709K 0.04% -46 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,590 shares; 2025Q1: 2,522 shares; 2025Q2: 2,470 shares; 2025Q3: 2,460 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares; 2026Q2: 2,355 shares 2,355 $704K 0.04% -98 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,079 shares; 2025Q1: 2,477 shares; 2025Q2: 2,448 shares; 2025Q3: 2,467 shares; 2025Q4: 2,229 shares; 2026Q1: 2,289 shares; 2026Q2: 2,228 shares 2,228 $701K 0.04% -61 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,729 shares; 2024Q4: 21,429 shares; 2025Q1: 21,429 shares; 2025Q2: 19,454 shares; 2025Q3: 16,454 shares; 2025Q4: 16,454 shares; 2026Q1: 13,554 shares; 2026Q2: 11,954 shares 11,954 $676K 0.04% -1,600 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,905 shares; 2024Q4: 10,905 shares; 2025Q1: 10,572 shares; 2025Q2: 10,452 shares; 2025Q3: 10,017 shares; 2025Q4: 10,017 shares; 2026Q1: 9,567 shares; 2026Q2: 9,026 shares 9,026 $662K 0.04% -541 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,569 shares; 2024Q4: 24,494 shares; 2025Q1: 24,494 shares; 2025Q2: 24,494 shares; 2025Q3: 24,494 shares; 2025Q4: 24,489 shares; 2026Q1: 24,489 shares; 2026Q2: 24,489 shares 24,489 $653K 0.04% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,771 shares; 2024Q4: 1,771 shares; 2025Q1: 1,765 shares; 2025Q2: 1,740 shares; 2025Q3: 2,563 shares; 2025Q4: 2,352 shares; 2026Q1: 2,287 shares; 2026Q2: 2,245 shares 2,245 $625K 0.04% -42 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,391 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 4,845 shares; 2026Q2: 4,845 shares 4,845 $618K 0.04% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 7,000 shares 7,000 $615K 0.04% +5,600 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,065 shares; 2024Q4: 11,665 shares; 2025Q1: 9,165 shares; 2025Q2: 9,045 shares; 2025Q3: 9,033 shares; 2025Q4: 9,027 shares; 2026Q1: 8,987 shares; 2026Q2: 8,987 shares 8,987 $613K 0.03% 0 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; 2024Q3: 660 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 685 shares; 2025Q3: 775 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $610K 0.03% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,733 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares; 2026Q2: 1,516 shares 1,516 $601K 0.03% -71 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,230 shares 7,230 $599K 0.03% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,020 shares 7,020 $594K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,572 shares; 2024Q4: 2,307 shares; 2025Q1: 1,907 shares; 2025Q2: 1,919 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares; 2026Q1: 1,971 shares; 2026Q2: 2,042 shares 2,042 $593K 0.03% +71 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,705 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,355 shares; 2026Q2: 1,217 shares 1,217 $581K 0.03% -138 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares; 2026Q2: 3,396 shares 3,396 $571K 0.03% +21 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,917 shares 2,917 $564K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,037 shares; 2024Q4: 7,743 shares; 2025Q1: 7,646 shares; 2025Q2: 7,062 shares; 2025Q3: 6,427 shares; 2025Q4: 5,663 shares; 2026Q1: 4,606 shares; 2026Q2: 3,949 shares 3,949 $553K 0.03% -657 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,974 shares; 2024Q4: 83,800 shares; 2025Q1: 20,174 shares; 2025Q2: 17,115 shares; 2025Q3: 16,797 shares; 2025Q4: 17,395 shares; 2026Q1: 17,795 shares; 2026Q2: 22,493 shares 22,493 $552K 0.03% +4,698 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,724 shares 4,724 $551K 0.03% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares; 2026Q2: 3,475 shares 3,475 $549K 0.03% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,711 shares; 2024Q4: 10,711 shares; 2025Q1: 10,686 shares; 2025Q2: 10,606 shares; 2025Q3: 10,606 shares; 2025Q4: 10,406 shares; 2026Q1: 10,406 shares; 2026Q2: 10,247 shares 10,247 $545K 0.03% -159 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,893 shares; 2024Q4: 3,878 shares; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,954 shares; 2025Q4: 3,845 shares; 2026Q1: 5,255 shares; 2026Q2: 5,255 shares 5,255 $540K 0.03% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,363 shares; 2026Q2: 2,363 shares 2,363 $527K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,775 shares; 2024Q4: 4,347 shares; 2025Q1: 4,747 shares; 2025Q2: 5,812 shares; 2025Q3: 5,597 shares; 2025Q4: 6,006 shares; 2026Q1: 5,097 shares; 2026Q2: 7,107 shares 7,107 $522K 0.03% +2,010 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,291 shares 1,291 $519K 0.03% 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; 2024Q3: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,190 shares; 2025Q4: 3,239 shares; 2026Q1: 3,223 shares; 2026Q2: 3,245 shares 3,245 $519K 0.03% +22 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,158 shares; 2024Q4: 11,947 shares; 2025Q1: 11,396 shares; 2025Q2: 11,116 shares; 2025Q3: 8,333 shares; 2025Q4: 7,559 shares; 2026Q1: 9,444 shares; 2026Q2: 10,641 shares 10,641 $515K 0.03% +1,197 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; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,310 shares; 2025Q2: 2,276 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares; 2026Q2: 2,246 shares 2,246 $506K 0.03% -5 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,899 shares; 2024Q4: 3,245 shares; 2025Q1: 2,995 shares; 2025Q2: 2,819 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 3,135 shares; 2026Q2: 3,451 shares 3,451 $504K 0.03% +316 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares; 2026Q2: 2,625 shares 2,625 $499K 0.03% -50 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,665 shares 1,665 $497K 0.03% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,129 shares; 2024Q4: 9,129 shares; 2025Q1: 9,122 shares; 2025Q2: 9,068 shares; 2025Q3: 9,065 shares; 2025Q4: 9,116 shares; 2026Q1: 8,741 shares; 2026Q2: 8,741 shares 8,741 $495K 0.03% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,367 shares; 2024Q4: 4,317 shares; 2025Q1: 4,317 shares; 2025Q2: 4,317 shares; 2025Q3: 4,117 shares; 2025Q4: 4,117 shares; 2026Q1: 3,727 shares; 2026Q2: 3,727 shares 3,727 $490K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,580 shares; 2025Q1: 3,194 shares; 2025Q2: 2,994 shares; 2025Q3: 3,228 shares; 2025Q4: 2,683 shares; 2026Q1: 2,577 shares; 2026Q2: 4,487 shares 4,487 $482K 0.03% +1,910 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,184 shares; 2024Q4: 3,124 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,068 shares; 2026Q1: 2,025 shares; 2026Q2: 1,533 shares 1,533 $482K 0.03% -492 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,921 shares; 2024Q4: 14,795 shares; 2025Q1: 14,769 shares; 2025Q2: 14,569 shares; 2025Q3: 14,469 shares; 2025Q4: 13,449 shares; 2026Q1: 13,285 shares; 2026Q2: 12,355 shares 12,355 $479K 0.03% -930 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,092 shares 2,092 $467K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,400 shares; 2024Q4: 16,122 shares; 2025Q1: 14,972 shares; 2025Q2: 14,972 shares; 2025Q3: 14,547 shares; 2025Q4: 14,547 shares; 2026Q1: 14,547 shares; 2026Q2: 14,547 shares 14,547 $465K 0.03% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,092 shares 2,092 $461K 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,465 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,370 shares; 2026Q1: 1,348 shares; 2026Q2: 1,391 shares 1,391 $459K 0.03% +43 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,160 shares; 2024Q4: 13,660 shares; 2025Q1: 13,416 shares; 2025Q2: 13,364 shares; 2025Q3: 8,696 shares; 2025Q4: 8,696 shares; 2026Q1: 8,299 shares; 2026Q2: 9,630 shares 9,630 $458K 0.03% +1,331 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,526 shares; 2025Q3: 1,490 shares; 2025Q4: 1,307 shares; 2026Q1: 1,475 shares; 2026Q2: 1,455 shares 1,455 $456K 0.03% -20 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,775 shares; 2024Q4: 15,775 shares; 2025Q1: 15,989 shares; 2025Q2: 15,962 shares; 2025Q3: 15,747 shares; 2025Q4: 16,273 shares; 2026Q1: 16,273 shares; 2026Q2: 8,756 shares 8,756 $448K 0.03% -7,517 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,090 shares 4,090 $441K 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: 1,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 588 shares; 2026Q2: 882 shares 882 $437K 0.02% +294 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,303 shares; 2025Q2: 2,188 shares; 2025Q3: 2,182 shares; 2025Q4: 2,082 shares; 2026Q1: 2,082 shares; 2026Q2: 1,082 shares 1,082 $434K 0.02% -1,000 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $427K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,071 shares; 2025Q3: 5,325 shares; 2025Q4: 4,911 shares; 2026Q1: 4,911 shares; 2026Q2: 4,546 shares 4,546 $425K 0.02% -365 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares; 2026Q2: 5,540 shares 5,540 $422K 0.02% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,440 shares; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,287 shares; 2025Q4: 1,265 shares; 2026Q1: 1,203 shares; 2026Q2: 1,089 shares 1,089 $420K 0.02% -114 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,347 shares; 2024Q4: 11,331 shares; 2025Q1: 11,331 shares; 2025Q2: 11,066 shares; 2025Q3: 10,644 shares; 2025Q4: 10,680 shares; 2026Q1: 10,643 shares; 2026Q2: 9,582 shares 9,582 $417K 0.02% -1,061 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 2,901 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares; 2026Q1: 2,825 shares; 2026Q2: 2,550 shares 2,550 $416K 0.02% -275 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,320 shares; 2024Q4: 16,120 shares; 2025Q1: 15,720 shares; 2025Q2: 13,425 shares; 2025Q3: 13,000 shares; 2025Q4: 12,195 shares; 2026Q1: 12,219 shares; 2026Q2: 11,181 shares 11,181 $413K 0.02% -1,038 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares; 2026Q2: 1,021 shares 1,021 $403K 0.02% +12 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 2,055 shares 2,055 $402K 0.02% -25 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,844 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares; 2026Q1: 1,740 shares; 2026Q2: 1,884 shares 1,884 $401K 0.02% +144 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: 1,920 shares; 2025Q1: 1,877 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,638 shares; 2026Q1: 1,607 shares; 2026Q2: 1,648 shares 1,648 $393K 0.02% +41 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,349 shares; 2024Q4: 5,974 shares; 2025Q1: 5,698 shares; 2025Q2: 5,680 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares; 2026Q1: 5,340 shares; 2026Q2: 5,340 shares 5,340 $382K 0.02% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 1,680 shares 1,680 $381K 0.02% -400 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 380 shares; 2026Q2: 554 shares 554 $380K 0.02% +174 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,626 shares 4,626 $375K 0.02% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,840 shares 6,840 $374K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,721 shares; 2024Q4: 10,541 shares; 2025Q1: 9,595 shares; 2025Q2: 2,091 shares; 2025Q3: 2,173 shares; 2025Q4: 1,966 shares; 2026Q1: 1,555 shares; 2026Q2: 898 shares 898 $373K 0.02% -657 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 702 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 670 shares; 2025Q3: 676 shares; 2025Q4: 665 shares; 2026Q1: 862 shares; 2026Q2: 902 shares 902 $367K 0.02% +40 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,094 shares; 2024Q4: 6,104 shares; 2025Q1: 5,104 shares; 2025Q2: 4,894 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,694 shares; 2026Q2: 4,694 shares 4,694 $351K 0.02% 0 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,195 shares 1,195 $349K 0.02% new 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; 2024Q3: 3,692 shares; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 11,076 shares; 2025Q3: 11,076 shares; 2025Q4: 11,076 shares; 2026Q1: 11,076 shares; 2026Q2: 11,076 shares 11,076 $344K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 9,975 shares; 2025Q4: 9,629 shares; 2026Q1: 8,516 shares; 2026Q2: 8,516 shares 8,516 $343K 0.02% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,542 shares; 2024Q4: 8,528 shares; 2025Q1: 8,528 shares; 2025Q2: 8,328 shares; 2025Q3: 7,985 shares; 2025Q4: 8,056 shares; 2026Q1: 8,027 shares; 2026Q2: 7,238 shares 7,238 $340K 0.02% -789 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 278 shares; 2025Q2: 292 shares; 2025Q3: 282 shares; 2025Q4: 280 shares; 2026Q1: 278 shares; 2026Q2: 353 shares 353 $339K 0.02% +75 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,350 shares; 2025Q3: 1,259 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,237 shares 1,237 $335K 0.02% -19 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,353 shares 1,353 $328K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,380 shares 2,380 $322K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,883 shares; 2024Q4: 21,213 shares; 2025Q1: 20,963 shares; 2025Q2: 14,920 shares; 2025Q3: 13,778 shares; 2025Q4: 12,745 shares; 2026Q1: 11,665 shares; 2026Q2: 10,515 shares 10,515 $318K 0.02% -1,150 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,369 shares; 2024Q4: 7,942 shares; 2025Q1: 7,887 shares; 2025Q2: 7,774 shares; 2025Q3: 7,343 shares; 2025Q4: 7,120 shares; 2026Q1: 5,265 shares; 2026Q2: 4,403 shares 4,403 $316K 0.02% -862 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,315 shares; 2026Q1: 1,322 shares; 2026Q2: 1,315 shares 1,315 $312K 0.02% -7 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,921 shares; 2024Q4: 1,976 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,865 shares; 2026Q2: 1,884 shares 1,884 $305K 0.02% +19 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,908 shares; 2024Q4: 2,903 shares; 2025Q1: 2,810 shares; 2025Q2: 2,688 shares; 2025Q3: 2,597 shares; 2025Q4: 2,543 shares; 2026Q1: 2,225 shares; 2026Q2: 2,239 shares 2,239 $304K 0.02% +14 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93 shares 93 $297K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,769 shares; 2024Q4: 19,460 shares; 2025Q1: 16,376 shares; 2025Q2: 8,770 shares; 2025Q3: 8,619 shares; 2025Q4: 8,567 shares; 2026Q1: 6,399 shares; 2026Q2: 5,949 shares 5,949 $295K 0.02% -450 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740 shares; 2026Q2: 835 shares 835 $292K 0.02% +95 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,957 shares; 2024Q4: 3,880 shares; 2025Q1: 3,880 shares; 2025Q2: 3,875 shares; 2025Q3: 3,726 shares; 2025Q4: 3,157 shares; 2026Q1: 3,138 shares; 2026Q2: 3,111 shares 3,111 $288K 0.02% -27 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,497 shares; 2024Q4: 15,528 shares; 2025Q1: 14,519 shares; 2025Q2: 14,419 shares; 2025Q3: 14,356 shares; 2025Q4: 9,089 shares; 2026Q1: 8,908 shares; 2026Q2: 8,268 shares 8,268 $288K 0.02% -640 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares; 2026Q2: 1,514 shares 1,514 $287K 0.02% +129 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,781 shares 4,781 $285K 0.02% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $282K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,210 shares; 2024Q4: 4,210 shares; 2025Q1: 3,810 shares; 2025Q2: 3,360 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,310 shares; 2026Q2: 2,380 shares 2,380 $281K 0.02% +70 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,201 shares; 2024Q4: 5,144 shares; 2025Q1: 1,339 shares; 2025Q2: 1,278 shares; 2025Q3: 1,389 shares; 2025Q4: 1,372 shares; 2026Q1: 869 shares; 2026Q2: 830 shares 830 $281K 0.02% -39 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares; 2026Q2: 1,224 shares 1,224 $280K 0.02% -4 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,977 shares; 2025Q4: 2,977 shares; 2026Q1: 3,683 shares; 2026Q2: 3,683 shares 3,683 $279K 0.02% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,415 shares 1,415 $275K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 731 shares 731 $271K 0.02% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,346 shares; 2026Q1: 3,430 shares; 2026Q2: 3,430 shares 3,430 $263K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,223 shares; 2025Q2: 1,199 shares; 2025Q3: 1,238 shares; 2025Q4: 1,344 shares; 2026Q1: 1,184 shares; 2026Q2: 1,151 shares 1,151 $261K 0.01% -33 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,901 shares; 2024Q4: 1,876 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares; 2026Q2: 1,480 shares 1,480 $260K 0.01% -46 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,286 shares 1,286 $258K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 552 shares 552 $253K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,839 shares; 2024Q4: 8,439 shares; 2025Q1: 7,981 shares; 2025Q2: 7,573 shares; 2025Q3: 5,505 shares; 2025Q4: 3,887 shares; 2026Q1: 5,602 shares; 2026Q2: 3,246 shares 3,246 $253K 0.01% -2,356 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,882 shares; 2025Q2: 5,882 shares; 2025Q3: 6,482 shares; 2025Q4: 6,482 shares; 2026Q1: 5,753 shares; 2026Q2: 5,733 shares 5,733 $252K 0.01% -20 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,375 shares; 2026Q2: 10,375 shares 10,375 $249K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,127 shares 1,127 $246K 0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,828 shares; 2025Q2: 1,761 shares; 2025Q3: 1,855 shares; 2025Q4: 2,136 shares; 2026Q1: 1,205 shares; 2026Q2: 1,071 shares 1,071 $246K 0.01% -134 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,088 shares 1,088 $244K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,290 shares; 2024Q4: 4,840 shares; 2025Q1: 4,729 shares; 2025Q2: 4,761 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares; 2026Q1: 4,178 shares; 2026Q2: 4,207 shares 4,207 $243K 0.01% +29 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,419 shares; 2026Q2: 2,500 shares 2,500 $237K 0.01% +81 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,430 shares; 2024Q4: not reported; 2025Q1: 3,430 shares; 2025Q2: 3,487 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,695 shares; 2026Q2: 4,070 shares 4,070 $237K 0.01% +375 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 795 shares 795 $237K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,964 shares 1,964 $231K 0.01% 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; 2024Q3: 1,347 shares; 2024Q4: 1,397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,030 shares 1,030 $230K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 342 shares; 2025Q1: 376 shares; 2025Q2: 395 shares; 2025Q3: 404 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 170 shares 170 $226K 0.01% -301 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,883 shares; 2024Q4: 3,683 shares; 2025Q1: 3,683 shares; 2025Q2: 3,683 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares; 2026Q1: 3,404 shares; 2026Q2: 3,279 shares 3,279 $224K 0.01% -125 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,506 shares 1,506 $222K 0.01% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,333 shares 3,333 $219K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867 shares 867 $213K 0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares; 2026Q2: 1,974 shares 1,974 $212K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares; 2025Q4: not reported; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $212K 0.01% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,790 shares; 2026Q2: 3,790 shares 3,790 $209K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,635 shares; 2026Q1: 3,467 shares; 2026Q2: 3,467 shares 3,467 $204K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,321 shares; 2024Q4: 5,221 shares; 2025Q1: 5,221 shares; 2025Q2: not reported; 2025Q3: 4,821 shares; 2025Q4: not reported; 2026Q1: 4,446 shares; 2026Q2: 4,246 shares 4,246 $202K 0.01% -200 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,408 shares 2,408 $202K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,218 shares; 2026Q2: 14,408 shares 14,408 $200K 0.01% +190 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares; 2026Q2: 24,000 shares 24,000 $117K 0.01% -4,000 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,476 shares; 2024Q4: 66,476 shares; 2025Q1: 66,476 shares; 2025Q2: 93,236 shares; 2025Q3: 118,236 shares; 2025Q4: 111,236 shares; 2026Q1: 41,336 shares; 2026Q2: 31,236 shares 31,236 $85.9K <0.01% -10,100 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,200 shares; 2024Q4: 58,800 shares; 2025Q1: 58,800 shares; 2025Q2: 58,800 shares; 2025Q3: 58,800 shares; 2025Q4: 66,800 shares; 2026Q1: 26,800 shares; 2026Q2: 26,800 shares 26,800 $77.7K <0.01% 0 Timeline