AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,900 shares; 2024Q4: 181,495 shares; 2025Q1: 153,682 shares; 2025Q2: 147,450 shares; 2025Q3: 142,314 shares; 2025Q4: 137,922 shares; 2026Q1: 160,804 shares; 2026Q2: 160,502 shares 160,502 $15.9M 10.09% -302 Timeline CFIT CAMBRIA ETF TR More: the full row for CAMBRIA 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: 584,134 shares 584,134 $15.2M 9.67% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,265 shares; 2024Q4: 110,647 shares; 2025Q1: 127,826 shares; 2025Q2: 118,577 shares; 2025Q3: 104,611 shares; 2025Q4: 107,549 shares; 2026Q1: 177,278 shares; 2026Q2: 179,280 shares 179,280 $6.69M 4.25% +2,002 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,471 shares; 2024Q4: 96,873 shares; 2025Q1: 115,476 shares; 2025Q2: 108,586 shares; 2025Q3: 97,744 shares; 2025Q4: 100,524 shares; 2026Q1: 169,074 shares; 2026Q2: 170,928 shares 170,928 $6.52M 4.14% +1,854 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,452 shares; 2026Q2: 89,663 shares 89,663 $6.39M 4.06% +211 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,599 shares; 2024Q4: 2,880 shares; 2025Q1: 4,579 shares; 2025Q2: 4,273 shares; 2025Q3: 10,629 shares; 2025Q4: 16,682 shares; 2026Q1: 16,770 shares; 2026Q2: 16,770 shares 16,770 $5.75M 3.65% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,522 shares; 2024Q4: 3,283 shares; 2025Q1: 19 shares; 2025Q2: 55 shares; 2025Q3: 5,610 shares; 2025Q4: 19,877 shares; 2026Q1: 24,031 shares; 2026Q2: 24,169 shares 24,169 $5.3M 3.37% +138 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,837 shares; 2024Q4: 64,660 shares; 2025Q1: 64,100 shares; 2025Q2: 69,560 shares; 2025Q3: 59,611 shares; 2025Q4: 54,465 shares; 2026Q1: 55,017 shares; 2026Q2: 45,544 shares 45,544 $4.58M 2.91% -9,473 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,429 shares; 2025Q2: 12,692 shares; 2025Q3: 11,774 shares; 2025Q4: 11,777 shares; 2026Q1: 14,242 shares; 2026Q2: 14,456 shares 14,456 $4.14M 2.63% +214 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,832 shares; 2024Q4: 20,358 shares; 2025Q1: 66,952 shares; 2025Q2: 63,099 shares; 2025Q3: 59,809 shares; 2025Q4: 62,204 shares; 2026Q1: 76,927 shares; 2026Q2: 78,396 shares 78,396 $3.95M 2.51% +1,469 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,538 shares; 2024Q4: 40,267 shares; 2025Q1: 47,157 shares; 2025Q2: 44,884 shares; 2025Q3: 44,518 shares; 2025Q4: 45,924 shares; 2026Q1: 77,651 shares; 2026Q2: 78,430 shares 78,430 $3.92M 2.49% +779 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,730 shares; 2024Q4: 39,086 shares; 2025Q1: 44,756 shares; 2025Q2: 42,392 shares; 2025Q3: 41,140 shares; 2025Q4: 42,497 shares; 2026Q1: 72,894 shares; 2026Q2: 74,136 shares 74,136 $3.56M 2.26% +1,242 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 80,535 shares; 2025Q4: 100,735 shares; 2026Q1: 100,735 shares; 2026Q2: 100,735 shares 100,735 $3.38M 2.15% 0 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES 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: 89,493 shares; 2025Q4: 110,977 shares; 2026Q1: 110,977 shares; 2026Q2: 110,977 shares 110,977 $3.25M 2.06% 0 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,596 shares; 2024Q4: 143,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,991 shares; 2025Q4: 79,362 shares; 2026Q1: 113,040 shares; 2026Q2: 113,028 shares 113,028 $3.11M 1.97% -12 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,175 shares; 2024Q4: 150,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,865 shares; 2025Q4: 75,842 shares; 2026Q1: 101,535 shares; 2026Q2: 101,525 shares 101,525 $3.11M 1.97% -10 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,077 shares; 2025Q2: 16,809 shares; 2025Q3: 19,035 shares; 2025Q4: 18,958 shares; 2026Q1: 18,585 shares; 2026Q2: 18,437 shares 18,437 $2.94M 1.87% -148 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 60,224 shares; 2025Q4: 74,702 shares; 2026Q1: 104,137 shares; 2026Q2: 104,137 shares 104,137 $2.7M 1.72% 0 Timeline VONG 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: 22,968 shares; 2025Q2: 21,392 shares; 2025Q3: 23,662 shares; 2025Q4: 23,239 shares; 2026Q1: 21,078 shares; 2026Q2: 21,081 shares 21,081 $2.69M 1.71% +3 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,551 shares; 2026Q1: 12,551 shares; 2026Q2: 12,551 shares 12,551 $2.54M 1.61% 0 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 61,373 shares; 2026Q2: 62,393 shares 62,393 $2.25M 1.43% +1,020 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,941 shares; 2025Q2: 44,193 shares; 2025Q3: 43,194 shares; 2025Q4: 42,719 shares; 2026Q1: 50,909 shares; 2026Q2: 51,323 shares 51,323 $1.69M 1.07% +414 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,256 shares; 2024Q4: 23,750 shares; 2025Q1: 31,204 shares; 2025Q2: 29,862 shares; 2025Q3: 28,655 shares; 2025Q4: 29,209 shares; 2026Q1: 35,069 shares; 2026Q2: 35,697 shares 35,697 $1.51M 0.96% +628 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: 3,862 shares; 2024Q4: 3,462 shares; 2025Q1: 7,473 shares; 2025Q2: 7,422 shares; 2025Q3: 8,479 shares; 2025Q4: 8,421 shares; 2026Q1: 9,850 shares; 2026Q2: 9,918 shares 9,918 $1.47M 0.93% +68 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: 3,285 shares; 2024Q4: 3,013 shares; 2025Q1: 3,535 shares; 2025Q2: 3,522 shares; 2025Q3: 3,919 shares; 2025Q4: 3,907 shares; 2026Q1: 4,654 shares; 2026Q2: 4,710 shares 4,710 $1.43M 0.91% +56 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: 13,272 shares; 2024Q4: 12,098 shares; 2025Q1: 11,800 shares; 2025Q2: 11,745 shares; 2025Q3: 11,975 shares; 2025Q4: 11,878 shares; 2026Q1: 17,474 shares; 2026Q2: 17,619 shares 17,619 $1.35M 0.86% +145 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,599 shares; 2024Q4: 13,657 shares; 2025Q1: 20,360 shares; 2025Q2: 20,051 shares; 2025Q3: 19,473 shares; 2025Q4: 20,356 shares; 2026Q1: 17,346 shares; 2026Q2: 17,593 shares 17,593 $1.33M 0.85% +247 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,478 shares; 2024Q4: 8,635 shares; 2025Q1: 12,659 shares; 2025Q2: 12,307 shares; 2025Q3: 12,347 shares; 2025Q4: 13,237 shares; 2026Q1: 11,185 shares; 2026Q2: 23,045 shares 23,045 $1.29M 0.82% +11,860 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,030 shares; 2024Q4: 13,513 shares; 2025Q1: 14,015 shares; 2025Q2: 14,084 shares; 2025Q3: 14,662 shares; 2025Q4: 14,536 shares; 2026Q1: 24,465 shares; 2026Q2: 24,582 shares 24,582 $1.27M 0.81% +117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 4,561 shares; 2025Q4: 4,561 shares; 2026Q1: 5,815 shares; 2026Q2: 6,289 shares 6,289 $1.26M 0.8% +474 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,133 shares; 2025Q2: 10,714 shares; 2025Q3: 8,968 shares; 2025Q4: 8,896 shares; 2026Q1: 6,057 shares; 2026Q2: 6,164 shares 6,164 $1.18M 0.75% +107 Timeline IFRA 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: 28,757 shares; 2025Q2: 27,658 shares; 2025Q3: 24,901 shares; 2025Q4: 24,911 shares; 2026Q1: 17,732 shares; 2026Q2: 18,140 shares 18,140 $1.14M 0.73% +408 Timeline XAR 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: 3,856 shares; 2026Q2: 3,959 shares 3,959 $1.12M 0.71% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,969 shares; 2025Q4: 2,771 shares; 2026Q1: 3,872 shares; 2026Q2: 3,872 shares 3,872 $1.12M 0.71% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 4,040 shares; 2025Q1: 4,654 shares; 2025Q2: 4,666 shares; 2025Q3: 4,867 shares; 2025Q4: 4,874 shares; 2026Q1: 7,763 shares; 2026Q2: 7,798 shares 7,798 $970K 0.62% +35 Timeline SPYM 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: 10,279 shares 10,279 $903K 0.57% new Timeline URA 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: 4 shares; 2026Q1: 19,860 shares; 2026Q2: 20,455 shares 20,455 $894K 0.57% +595 Timeline AMLP 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: not reported; 2024Q4: not reported; 2025Q1: 25,876 shares; 2025Q2: 24,957 shares; 2025Q3: 25,620 shares; 2025Q4: 25,973 shares; 2026Q1: 15,807 shares; 2026Q2: 16,106 shares 16,106 $835K 0.53% +299 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: 425 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 440 shares; 2026Q1: 10,962 shares; 2026Q2: 11,086 shares 11,086 $727K 0.46% +124 Timeline BILS 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: 6,737 shares; 2024Q4: 6,687 shares; 2025Q1: 6,687 shares; 2025Q2: 11,930 shares; 2025Q3: 6,687 shares; 2025Q4: 6,461 shares; 2026Q1: 6,461 shares; 2026Q2: 6,461 shares 6,461 $642K 0.41% 0 Timeline DTCR 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: 45,112 shares; 2025Q2: 43,869 shares; 2025Q3: 44,742 shares; 2025Q4: 44,095 shares; 2026Q1: 20,390 shares; 2026Q2: 20,605 shares 20,605 $626K 0.4% +215 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,321 shares; 2025Q1: 2,181 shares; 2025Q2: 1,715 shares; 2025Q3: 1,810 shares; 2025Q4: 1,600 shares; 2026Q1: 547 shares; 2026Q2: 541 shares 541 $576K 0.37% -6 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,792 shares; 2025Q2: 18,151 shares; 2025Q3: 18,429 shares; 2025Q4: 19,339 shares; 2026Q1: 24,117 shares; 2026Q2: 16,935 shares 16,935 $564K 0.36% -7,182 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,953 shares; 2025Q2: 21,297 shares; 2025Q3: 22,193 shares; 2025Q4: 22,356 shares; 2026Q1: 13,429 shares; 2026Q2: 13,725 shares 13,725 $552K 0.35% +296 Timeline VTWV 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: not reported; 2026Q1: 2,743 shares; 2026Q2: 2,800 shares 2,800 $547K 0.35% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 1,439 shares; 2026Q2: 1,432 shares 1,432 $534K 0.34% -7 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,906 shares; 2025Q1: 1,613 shares; 2025Q2: 1,635 shares; 2025Q3: 1,485 shares; 2025Q4: 1,694 shares; 2026Q1: 1,038 shares; 2026Q2: 1,017 shares 1,017 $528K 0.34% -21 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,268 shares; 2025Q1: 1,246 shares; 2025Q2: 4,234 shares; 2025Q3: 4,392 shares; 2025Q4: 4,017 shares; 2026Q1: 2,891 shares; 2026Q2: 3,595 shares 3,595 $527K 0.33% +704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 1,491 shares; 2026Q1: 1,491 shares; 2026Q2: 1,491 shares 1,491 $527K 0.33% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,624 shares; 2025Q2: 92,857 shares; 2025Q3: 99,434 shares; 2025Q4: 100,564 shares; 2026Q1: 41,436 shares; 2026Q2: 42,247 shares 42,247 $520K 0.33% +811 Timeline XME 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: 4,441 shares; 2026Q2: 4,591 shares 4,591 $491K 0.31% +150 Timeline VNQI 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: 20,290 shares; 2025Q2: 19,581 shares; 2025Q3: 17,884 shares; 2025Q4: 18,008 shares; 2026Q1: 10,550 shares; 2026Q2: 10,875 shares 10,875 $488K 0.31% +325 Timeline BIL 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: 9,109 shares; 2024Q4: 9,109 shares; 2025Q1: 9,090 shares; 2025Q2: 9,090 shares; 2025Q3: 9,090 shares; 2025Q4: 12,373 shares; 2026Q1: 12,384 shares; 2026Q2: 5,279 shares 5,279 $484K 0.31% -7,105 Timeline COPX 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: 5,834 shares 5,834 $449K 0.29% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $406K 0.26% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126 shares; 2025Q4: 1,525 shares; 2026Q1: 1,646 shares; 2026Q2: 1,646 shares 1,646 $392K 0.25% 0 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: 7,906 shares; 2024Q4: 11,469 shares; 2025Q1: 10,348 shares; 2025Q2: 10,672 shares; 2025Q3: 9,861 shares; 2025Q4: 8,827 shares; 2026Q1: 4,374 shares; 2026Q2: 4,448 shares 4,448 $390K 0.25% +74 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159 shares; 2024Q4: not reported; 2025Q1: 2,428 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $388K 0.25% new 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: 6,628 shares; 2024Q4: 7,438 shares; 2025Q1: 6,162 shares; 2025Q2: 6,608 shares; 2025Q3: 5,291 shares; 2025Q4: 4,793 shares; 2026Q1: 2,643 shares; 2026Q2: 2,692 shares 2,692 $385K 0.24% +49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 851 shares; 2026Q1: 933 shares; 2026Q2: 1,020 shares 1,020 $385K 0.24% +87 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: 6,122 shares; 2024Q4: 5,410 shares; 2025Q1: 6,510 shares; 2025Q2: 6,609 shares; 2025Q3: 7,704 shares; 2025Q4: 7,085 shares; 2026Q1: 2,795 shares; 2026Q2: 2,810 shares 2,810 $384K 0.24% +15 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: not reported; 2024Q4: not reported; 2025Q1: 5,107 shares; 2025Q2: 5,255 shares; 2025Q3: 5,349 shares; 2025Q4: 5,473 shares; 2026Q1: 2,679 shares; 2026Q2: 2,312 shares 2,312 $383K 0.24% -367 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 815 shares; 2026Q2: 903 shares 903 $380K 0.24% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 741 shares; 2026Q2: 741 shares 741 $371K 0.24% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,901 shares; 2025Q4: 26,420 shares; 2026Q1: 10,808 shares; 2026Q2: 11,041 shares 11,041 $367K 0.23% +233 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: 6,511 shares; 2024Q4: 7,529 shares; 2025Q1: 6,917 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,647 shares; 2026Q1: 3,105 shares; 2026Q2: 3,151 shares 3,151 $358K 0.23% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares; 2026Q2: 1,079 shares 1,079 $353K 0.22% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,231 shares; 2024Q4: 8,387 shares; 2025Q1: 7,338 shares; 2025Q2: 7,667 shares; 2025Q3: 7,130 shares; 2025Q4: 4,666 shares; 2026Q1: 1,918 shares; 2026Q2: 1,874 shares 1,874 $353K 0.22% -44 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: 4,252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,194 shares; 2026Q1: 1,572 shares; 2026Q2: 1,579 shares 1,579 $352K 0.22% +7 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: 6,259 shares; 2024Q4: 7,238 shares; 2025Q1: 4,652 shares; 2025Q2: 6,522 shares; 2025Q3: 4,482 shares; 2025Q4: 5,114 shares; 2026Q1: 2,125 shares; 2026Q2: 2,141 shares 2,141 $349K 0.22% +16 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: 2,708 shares; 2024Q4: 3,046 shares; 2025Q1: 2,424 shares; 2025Q2: 2,465 shares; 2025Q3: 2,375 shares; 2025Q4: 2,500 shares; 2026Q1: 1,239 shares; 2026Q2: 1,286 shares 1,286 $348K 0.22% +47 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: 760 shares; 2024Q4: 832 shares; 2025Q1: 744 shares; 2025Q2: 758 shares; 2025Q3: 686 shares; 2025Q4: 629 shares; 2026Q1: 265 shares; 2026Q2: 255 shares 255 $347K 0.22% -10 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: not reported; 2024Q4: 4,024 shares; 2025Q1: 3,438 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,962 shares; 2026Q1: 2,421 shares; 2026Q2: 2,501 shares 2,501 $339K 0.22% +80 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,098 shares; 2024Q4: 9,237 shares; 2025Q1: 6,209 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,248 shares; 2026Q2: 3,595 shares 3,595 $338K 0.21% +347 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,928 shares; 2025Q1: 6,981 shares; 2025Q2: 7,218 shares; 2025Q3: 7,503 shares; 2025Q4: 6,791 shares; 2026Q1: 2,703 shares; 2026Q2: 2,738 shares 2,738 $338K 0.21% +35 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,980 shares; 2024Q4: 4,288 shares; 2025Q1: 2,859 shares; 2025Q2: 2,955 shares; 2025Q3: 2,495 shares; 2025Q4: 2,640 shares; 2026Q1: 1,110 shares; 2026Q2: 1,199 shares 1,199 $337K 0.21% +89 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,594 shares; 2025Q1: 5,413 shares; 2025Q2: 5,554 shares; 2025Q3: 4,746 shares; 2025Q4: 4,264 shares; 2026Q1: 1,773 shares; 2026Q2: 1,809 shares 1,809 $335K 0.21% +36 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: 1,309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,491 shares; 2026Q1: 1,300 shares; 2026Q2: 1,310 shares 1,310 $333K 0.21% +10 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO 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: 9,794 shares; 2026Q1: 4,217 shares; 2026Q2: 4,277 shares 4,277 $327K 0.21% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares; 2026Q2: 813 shares 813 $323K 0.21% 0 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: 3,426 shares; 2024Q4: 4,581 shares; 2025Q1: 4,278 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,152 shares; 2026Q1: 1,950 shares; 2026Q2: 2,669 shares 2,669 $315K 0.2% +719 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,140 shares; 2025Q1: 9,858 shares; 2025Q2: 20,016 shares; 2025Q3: 16,413 shares; 2025Q4: 14,845 shares; 2026Q1: 6,378 shares; 2026Q2: 6,530 shares 6,530 $314K 0.2% +152 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,839 shares; 2024Q4: 3,356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,277 shares; 2025Q4: 2,746 shares; 2026Q1: 992 shares; 2026Q2: 1,033 shares 1,033 $312K 0.2% +41 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,994 shares; 2024Q4: 2,434 shares; 2025Q1: 2,333 shares; 2025Q2: 2,461 shares; 2025Q3: 2,484 shares; 2025Q4: 2,275 shares; 2026Q1: 691 shares; 2026Q2: 1,030 shares 1,030 $302K 0.19% +339 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: 2,842 shares; 2024Q4: 3,205 shares; 2025Q1: 2,718 shares; 2025Q2: 2,715 shares; 2025Q3: 2,463 shares; 2025Q4: 2,219 shares; 2026Q1: 880 shares; 2026Q2: 886 shares 886 $302K 0.19% +6 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,330 shares; 2025Q3: 10,967 shares; 2025Q4: 9,900 shares; 2026Q1: 4,067 shares; 2026Q2: 4,177 shares 4,177 $302K 0.19% +110 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,482 shares; 2024Q4: 2,949 shares; 2025Q1: 2,975 shares; 2025Q2: 3,006 shares; 2025Q3: 2,414 shares; 2025Q4: 1,998 shares; 2026Q1: 844 shares; 2026Q2: 849 shares 849 $301K 0.19% +5 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: 4,207 shares; 2024Q4: 4,718 shares; 2025Q1: 3,717 shares; 2025Q2: 4,226 shares; 2025Q3: 3,872 shares; 2025Q4: 2,741 shares; 2026Q1: 1,292 shares; 2026Q2: 1,340 shares 1,340 $301K 0.19% +48 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,393 shares; 2024Q4: 8,276 shares; 2025Q1: 7,133 shares; 2025Q2: 7,290 shares; 2025Q3: 6,757 shares; 2025Q4: 6,087 shares; 2026Q1: 2,502 shares; 2026Q2: 2,560 shares 2,560 $300K 0.19% +58 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: not reported; 2024Q4: 5,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,314 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,451 shares 2,451 $297K 0.19% new 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: not reported; 2024Q4: 8,957 shares; 2025Q1: 8,124 shares; 2025Q2: 8,304 shares; 2025Q3: 7,753 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,227 shares 3,227 $296K 0.19% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,834 shares; 2024Q4: 9,102 shares; 2025Q1: 7,501 shares; 2025Q2: 7,263 shares; 2025Q3: 7,065 shares; 2025Q4: 6,396 shares; 2026Q1: 2,595 shares; 2026Q2: 2,665 shares 2,665 $295K 0.19% +70 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,517 shares; 2024Q4: 11,112 shares; 2025Q1: 10,028 shares; 2025Q2: 10,325 shares; 2025Q3: 9,133 shares; 2025Q4: 8,271 shares; 2026Q1: 3,253 shares; 2026Q2: 3,492 shares 3,492 $292K 0.19% +239 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 2,501 shares; 2025Q1: 2,139 shares; 2025Q2: 2,200 shares; 2025Q3: 1,996 shares; 2025Q4: 1,809 shares; 2026Q1: 780 shares; 2026Q2: 843 shares 843 $290K 0.18% +63 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,102 shares; 2024Q4: 6,778 shares; 2025Q1: 4,969 shares; 2025Q2: 5,062 shares; 2025Q3: 4,602 shares; 2025Q4: 4,115 shares; 2026Q1: 1,649 shares; 2026Q2: 1,671 shares 1,671 $288K 0.18% +22 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: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,428 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 884 shares; 2026Q2: 773 shares 773 $285K 0.18% -111 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: 3,221 shares; 2024Q4: 3,670 shares; 2025Q1: 2,808 shares; 2025Q2: 2,922 shares; 2025Q3: 2,638 shares; 2025Q4: 2,388 shares; 2026Q1: 955 shares; 2026Q2: 1,022 shares 1,022 $285K 0.18% +67 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: 2,918 shares; 2024Q4: 3,335 shares; 2025Q1: 2,813 shares; 2025Q2: 2,203 shares; 2025Q3: 2,775 shares; 2025Q4: 2,515 shares; 2026Q1: 971 shares; 2026Q2: 1,024 shares 1,024 $277K 0.18% +53 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: not reported; 2024Q4: 803 shares; 2025Q1: 1,329 shares; 2025Q2: 1,353 shares; 2025Q3: 1,450 shares; 2025Q4: 1,432 shares; 2026Q1: 374 shares; 2026Q2: 354 shares 354 $264K 0.17% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,721 shares; 2026Q2: 2,721 shares 2,721 $260K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: not reported; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $257K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares 722 $255K 0.16% 0 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: 8,438 shares; 2024Q4: 10,170 shares; 2025Q1: 8,053 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,002 shares; 2026Q1: 3,610 shares; 2026Q2: 3,984 shares 3,984 $250K 0.16% +374 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,121 shares; 2026Q1: 1,807 shares; 2026Q2: 1,812 shares 1,812 $245K 0.16% +5 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: not reported; 2024Q4: 1,081 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $240K 0.15% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,555 shares; 2026Q2: 3,176 shares 3,176 $240K 0.15% -2,379 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: 3,137 shares; 2024Q4: 3,494 shares; 2025Q1: 3,137 shares; 2025Q2: 2,343 shares; 2025Q3: 3,476 shares; 2025Q4: 2,680 shares; 2026Q1: 991 shares; 2026Q2: 1,078 shares 1,078 $238K 0.15% +87 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: 9,007 shares; 2024Q4: 10,367 shares; 2025Q1: 8,242 shares; 2025Q2: 8,580 shares; 2025Q3: 8,024 shares; 2025Q4: 7,209 shares; 2026Q1: 2,893 shares; 2026Q2: 3,029 shares 3,029 $237K 0.15% +136 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690 shares; 2024Q4: 3,069 shares; 2025Q1: 2,486 shares; 2025Q2: 2,578 shares; 2025Q3: 2,511 shares; 2025Q4: 2,285 shares; 2026Q1: 1,165 shares; 2026Q2: 800 shares 800 $233K 0.15% -365 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,160 shares; 2024Q4: 181,834 shares; 2025Q1: 106,171 shares; 2025Q2: 145,123 shares; 2025Q3: 146,647 shares; 2025Q4: 143,321 shares; 2026Q1: 166,309 shares; 2026Q2: 2,460 shares 2,460 $233K 0.15% -163,849 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,061 shares; 2024Q4: 9,722 shares; 2025Q1: 8,096 shares; 2025Q2: 8,357 shares; 2025Q3: 6,821 shares; 2025Q4: 6,164 shares; 2026Q1: 2,887 shares; 2026Q2: 3,010 shares 3,010 $231K 0.15% +123 Timeline ITDF 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: 5,419 shares; 2026Q1: not reported; 2026Q2: 5,419 shares 5,419 $225K 0.14% new 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: 15,397 shares; 2024Q4: not reported; 2025Q1: 24,599 shares; 2025Q2: 18,581 shares; 2025Q3: 23,286 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,000 shares 9,000 $223K 0.14% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,137 shares; 2024Q4: 1,197 shares; 2025Q1: 1,042 shares; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: 1,155 shares; 2026Q1: not reported; 2026Q2: 884 shares 884 $222K 0.14% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $217K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $217K 0.14% new Timeline ACWX 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: 2,822 shares 2,822 $215K 0.14% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,564 shares; 2024Q4: 5,486 shares; 2025Q1: 4,690 shares; 2025Q2: 6,355 shares; 2025Q3: not reported; 2025Q4: 5,354 shares; 2026Q1: 2,674 shares; 2026Q2: 1,886 shares 1,886 $212K 0.13% -788 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: not reported; 2026Q2: 567 shares 567 $212K 0.13% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 1,006 shares 1,006 $210K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares 169 $203K 0.13% new Timeline