VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 391,621 shares; 2025Q4: 367,792 shares; 2026Q1: 357,307 shares; 2026Q2: 647,007 shares 647,007 $32.7M 5.02% +289,700 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: 94,180 shares; 2024Q4: 123,680 shares; 2025Q1: 114,234 shares; 2025Q2: 226,905 shares; 2025Q3: 200,059 shares; 2025Q4: 186,805 shares; 2026Q1: 170,384 shares; 2026Q2: 179,799 shares 179,799 $23.1M 3.54% +9,415 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: 683,870 shares; 2024Q4: 615,150 shares; 2025Q1: 658,423 shares; 2025Q2: 484,432 shares; 2025Q3: 891,875 shares; 2025Q4: 910,232 shares; 2026Q1: 926,085 shares; 2026Q2: 216,193 shares 216,193 $21.4M 3.28% -709,892 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: 7,970 shares; 2024Q4: 11,760 shares; 2025Q1: 13,458 shares; 2025Q2: 19,234 shares; 2025Q3: 18,321 shares; 2025Q4: 22,265 shares; 2026Q1: 42,855 shares; 2026Q2: 45,971 shares 45,971 $17.1M 2.63% +3,116 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: 39,930 shares; 2024Q4: 35,540 shares; 2025Q1: 38,752 shares; 2025Q2: 74,913 shares; 2025Q3: 59,601 shares; 2025Q4: 51,349 shares; 2026Q1: 55,472 shares; 2026Q2: 46,870 shares 46,870 $16.7M 2.57% -8,602 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,930 shares; 2024Q4: 25,310 shares; 2025Q1: 21,776 shares; 2025Q2: 42,106 shares; 2025Q3: 55,092 shares; 2025Q4: 50,565 shares; 2026Q1: 52,600 shares; 2026Q2: 93,585 shares 93,585 $15.8M 2.42% +40,985 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: 97,740 shares; 2024Q4: 117,770 shares; 2025Q1: 69,916 shares; 2025Q2: 164,172 shares; 2025Q3: 117,951 shares; 2025Q4: 138,482 shares; 2026Q1: 74,583 shares; 2026Q2: 113,199 shares 113,199 $15.5M 2.37% +38,616 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: 8,490 shares; 2024Q4: 9,950 shares; 2025Q1: 11,872 shares; 2025Q2: 56,390 shares; 2025Q3: 33,979 shares; 2025Q4: 42,050 shares; 2026Q1: 54,597 shares; 2026Q2: 36,620 shares 36,620 $15.2M 2.33% -17,977 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: 86,670 shares; 2024Q4: 87,170 shares; 2025Q1: 49,619 shares; 2025Q2: 109,055 shares; 2025Q3: 71,526 shares; 2025Q4: 93,397 shares; 2026Q1: 43,054 shares; 2026Q2: 72,792 shares 72,792 $12.1M 1.85% +29,738 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: 27,350 shares; 2024Q4: 17,810 shares; 2025Q1: 18,414 shares; 2025Q2: 30,505 shares; 2025Q3: 26,149 shares; 2025Q4: 27,443 shares; 2026Q1: 35,956 shares; 2026Q2: 34,663 shares 34,663 $11.3M 1.74% -1,293 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: 21,110 shares; 2024Q4: 19,360 shares; 2025Q1: 23,337 shares; 2025Q2: 37,393 shares; 2025Q3: 32,544 shares; 2025Q4: 36,250 shares; 2026Q1: 47,377 shares; 2026Q2: 47,509 shares 47,509 $11.3M 1.74% +132 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: 44,900 shares; 2024Q4: 55,480 shares; 2025Q1: 41,005 shares; 2025Q2: 65,088 shares; 2025Q3: 45,900 shares; 2025Q4: 46,102 shares; 2026Q1: 41,659 shares; 2026Q2: 43,175 shares 43,175 $11M 1.68% +1,516 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: 7,220 shares; 2024Q4: 11,120 shares; 2025Q1: 7,443 shares; 2025Q2: 11,980 shares; 2025Q3: 12,000 shares; 2025Q4: 17,050 shares; 2026Q1: 26,383 shares; 2026Q2: 29,351 shares 29,351 $10.1M 1.54% +2,968 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: 26,880 shares; 2024Q4: 22,610 shares; 2025Q1: 31,654 shares; 2025Q2: 40,067 shares; 2025Q3: 28,217 shares; 2025Q4: 22,948 shares; 2026Q1: 25,637 shares; 2026Q2: 20,665 shares 20,665 $9.87M 1.51% -4,972 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: 141,160 shares; 2024Q4: 96,960 shares; 2025Q1: 108,153 shares; 2025Q2: 158,815 shares; 2025Q3: 130,291 shares; 2025Q4: 133,776 shares; 2026Q1: 167,913 shares; 2026Q2: 155,337 shares 155,337 $8.85M 1.36% -12,576 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,080 shares; 2024Q4: 17,280 shares; 2025Q1: 32,414 shares; 2025Q2: 83,778 shares; 2025Q3: 123,539 shares; 2025Q4: 137,598 shares; 2026Q1: 177,423 shares; 2026Q2: 184,608 shares 184,608 $8.85M 1.36% +7,185 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: 63,500 shares; 2024Q4: 45,270 shares; 2025Q1: 26,462 shares; 2025Q2: 33,393 shares; 2025Q3: 40,460 shares; 2025Q4: 56,460 shares; 2026Q1: 72,922 shares; 2026Q2: 82,186 shares 82,186 $7.91M 1.21% +9,264 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: 59,220 shares; 2024Q4: 112,020 shares; 2025Q1: 87,165 shares; 2025Q2: 159,154 shares; 2025Q3: 117,357 shares; 2025Q4: 97,983 shares; 2026Q1: 90,373 shares; 2026Q2: 88,811 shares 88,811 $7.79M 1.19% -1,562 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: 327,580 shares; 2024Q4: 297,340 shares; 2025Q1: 151,595 shares; 2025Q2: 214,309 shares; 2025Q3: 169,802 shares; 2025Q4: 289,722 shares; 2026Q1: 261,134 shares; 2026Q2: 371,489 shares 371,489 $7.69M 1.18% +110,355 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: 9,850 shares; 2024Q4: 12,060 shares; 2025Q1: 10,229 shares; 2025Q2: 15,951 shares; 2025Q3: 17,540 shares; 2025Q4: 30,603 shares; 2026Q1: 30,364 shares; 2026Q2: 27,794 shares 27,794 $7.56M 1.16% -2,570 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: 8,620 shares; 2024Q4: 5,960 shares; 2025Q1: 14,491 shares; 2025Q2: 34,361 shares; 2025Q3: 27,171 shares; 2025Q4: 28,158 shares; 2026Q1: 29,441 shares; 2026Q2: 25,988 shares 25,988 $7.52M 1.15% -3,453 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: 399,720 shares; 2024Q4: 431,150 shares; 2025Q1: 245,586 shares; 2025Q2: 478,634 shares; 2025Q3: 283,385 shares; 2025Q4: 255,430 shares; 2026Q1: 110,421 shares; 2026Q2: 197,357 shares 197,357 $7.29M 1.12% +86,936 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: 3,640 shares; 2025Q1: 4,734 shares; 2025Q2: 5,771 shares; 2025Q3: 3,924 shares; 2025Q4: 4,935 shares; 2026Q1: 6,630 shares; 2026Q2: 7,548 shares 7,548 $7.26M 1.11% +918 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: 336,380 shares; 2024Q4: 463,110 shares; 2025Q1: 265,628 shares; 2025Q2: 350,373 shares; 2025Q3: 261,265 shares; 2025Q4: 316,310 shares; 2026Q1: 273,784 shares; 2026Q2: 297,285 shares 297,285 $7.16M 1.1% +23,501 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: 10,360 shares; 2024Q4: 4,490 shares; 2025Q1: 7,414 shares; 2025Q2: 14,198 shares; 2025Q3: 18,207 shares; 2025Q4: 19,734 shares; 2026Q1: 35,803 shares; 2026Q2: 44,715 shares 44,715 $7.01M 1.07% +8,912 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: 14,670 shares; 2024Q4: 14,960 shares; 2025Q1: 11,764 shares; 2025Q2: 12,647 shares; 2025Q3: 8,168 shares; 2025Q4: 33,484 shares; 2026Q1: 35,451 shares; 2026Q2: 47,511 shares 47,511 $6.97M 1.07% +12,060 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: 1,140 shares; 2024Q4: 1,940 shares; 2025Q1: 2,745 shares; 2025Q2: 5,384 shares; 2025Q3: 6,202 shares; 2025Q4: 4,778 shares; 2026Q1: 6,129 shares; 2026Q2: 5,449 shares 5,449 $6.54M 1% -680 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: 34,830 shares; 2024Q4: 32,370 shares; 2025Q1: 20,994 shares; 2025Q2: 30,802 shares; 2025Q3: 26,072 shares; 2025Q4: 27,378 shares; 2026Q1: 30,460 shares; 2026Q2: 30,183 shares 30,183 $6.53M 1% -277 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: 167,680 shares; 2024Q4: 202,400 shares; 2025Q1: 113,610 shares; 2025Q2: 192,334 shares; 2025Q3: 123,358 shares; 2025Q4: 107,580 shares; 2026Q1: 42,196 shares; 2026Q2: 84,239 shares 84,239 $6.53M 1% +42,043 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: 166,220 shares; 2024Q4: 176,220 shares; 2025Q1: 99,256 shares; 2025Q2: 120,099 shares; 2025Q3: 86,636 shares; 2025Q4: 135,065 shares; 2026Q1: 109,806 shares; 2026Q2: 151,672 shares 151,672 $6.42M 0.98% +41,866 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 119,410 shares; 2026Q1: 42,667 shares; 2026Q2: 82,011 shares 82,011 $6.38M 0.98% +39,344 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: 2,160 shares; 2024Q4: 560 shares; 2025Q1: 1,401 shares; 2025Q2: 1,314 shares; 2025Q3: 1,323 shares; 2025Q4: 41,327 shares; 2026Q1: 61,022 shares; 2026Q2: 88,203 shares 88,203 $6.3M 0.97% +27,181 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: 6,780 shares; 2024Q4: 6,840 shares; 2025Q1: 3,439 shares; 2025Q2: 3,213 shares; 2025Q3: 2,093 shares; 2025Q4: 1,812 shares; 2026Q1: 15,805 shares; 2026Q2: 22,090 shares 22,090 $6.21M 0.95% +6,285 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,580 shares; 2024Q4: 39,780 shares; 2025Q1: 35,229 shares; 2025Q2: 45,555 shares; 2025Q3: 35,802 shares; 2025Q4: 60,220 shares; 2026Q1: 61,225 shares; 2026Q2: 51,425 shares 51,425 $6.13M 0.94% -9,800 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: 4,800 shares; 2024Q4: 7,180 shares; 2025Q1: 7,016 shares; 2025Q2: 8,955 shares; 2025Q3: 7,061 shares; 2025Q4: 4,475 shares; 2026Q1: 4,280 shares; 2026Q2: 3,061 shares 3,061 $6.09M 0.93% -1,219 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: 207,190 shares; 2024Q4: 294,820 shares; 2025Q1: 145,379 shares; 2025Q2: 185,992 shares; 2025Q3: 137,234 shares; 2025Q4: 120,183 shares; 2026Q1: 98,255 shares; 2026Q2: 114,724 shares 114,724 $6.01M 0.92% +16,469 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: 7,950 shares; 2024Q4: 8,780 shares; 2025Q1: 19,825 shares; 2025Q2: 31,574 shares; 2025Q3: 18,176 shares; 2025Q4: 24,204 shares; 2026Q1: 45,069 shares; 2026Q2: 50,628 shares 50,628 $5.96M 0.91% +5,559 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,420 shares; 2024Q4: 31,430 shares; 2025Q1: 32,812 shares; 2025Q2: 48,853 shares; 2025Q3: 42,645 shares; 2025Q4: 77,291 shares; 2026Q1: 74,972 shares; 2026Q2: 67,652 shares 67,652 $5.86M 0.9% -7,320 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: 56,600 shares; 2024Q4: 59,360 shares; 2025Q1: 46,883 shares; 2025Q2: 60,805 shares; 2025Q3: 42,692 shares; 2025Q4: 47,719 shares; 2026Q1: 53,432 shares; 2026Q2: 74,654 shares 74,654 $5.84M 0.89% +21,222 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,597 shares; 2026Q1: 20,785 shares; 2026Q2: 20,780 shares 20,780 $5.73M 0.88% -5 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: 10,510 shares; 2024Q4: 17,200 shares; 2025Q1: 11,189 shares; 2025Q2: 13,731 shares; 2025Q3: 10,720 shares; 2025Q4: 17,447 shares; 2026Q1: 15,763 shares; 2026Q2: 25,832 shares 25,832 $5.7M 0.87% +10,069 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: 21,160 shares; 2024Q4: 36,530 shares; 2025Q1: 36,166 shares; 2025Q2: 40,811 shares; 2025Q3: 18,766 shares; 2025Q4: 13,608 shares; 2026Q1: 19,610 shares; 2026Q2: 9,797 shares 9,797 $5.69M 0.87% -9,813 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: 87,260 shares; 2024Q4: 96,260 shares; 2025Q1: 50,855 shares; 2025Q2: 57,514 shares; 2025Q3: 38,615 shares; 2025Q4: 67,848 shares; 2026Q1: 78,722 shares; 2026Q2: 54,289 shares 54,289 $5.62M 0.86% -24,433 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,090 shares; 2024Q4: 35,270 shares; 2025Q1: 57,646 shares; 2025Q2: 92,358 shares; 2025Q3: 57,048 shares; 2025Q4: 79,832 shares; 2026Q1: 123,391 shares; 2026Q2: 131,121 shares 131,121 $5.58M 0.86% +7,730 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: 12,160 shares; 2024Q4: 43,370 shares; 2025Q1: 42,597 shares; 2025Q2: 56,029 shares; 2025Q3: 36,359 shares; 2025Q4: 93,008 shares; 2026Q1: 94,151 shares; 2026Q2: 91,892 shares 91,892 $5.41M 0.83% -2,259 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: 2,970 shares; 2024Q4: 4,080 shares; 2025Q1: 7,145 shares; 2025Q2: 10,682 shares; 2025Q3: 13,912 shares; 2025Q4: 14,744 shares; 2026Q1: 26,204 shares; 2026Q2: 15,669 shares 15,669 $5.34M 0.82% -10,535 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: 2,220 shares; 2024Q4: 2,770 shares; 2025Q1: 1,501 shares; 2025Q2: 4,441 shares; 2025Q3: 4,325 shares; 2025Q4: 7,834 shares; 2026Q1: 10,447 shares; 2026Q2: 10,447 shares 10,447 $5.23M 0.8% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,960 shares; 2024Q4: 27,400 shares; 2025Q1: 21,056 shares; 2025Q2: 30,502 shares; 2025Q3: 77,442 shares; 2025Q4: 69,270 shares; 2026Q1: 134,716 shares; 2026Q2: 199,760 shares 199,760 $5.16M 0.79% +65,044 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,610 shares; 2024Q4: 23,720 shares; 2025Q1: 51,312 shares; 2025Q2: 85,553 shares; 2025Q3: 72,552 shares; 2025Q4: 128,567 shares; 2026Q1: 232,958 shares; 2026Q2: 256,015 shares 256,015 $5.14M 0.79% +23,057 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: 34,830 shares; 2024Q4: 48,470 shares; 2025Q1: 27,880 shares; 2025Q2: 28,441 shares; 2025Q3: 18,915 shares; 2025Q4: 60,849 shares; 2026Q1: 55,329 shares; 2026Q2: 62,002 shares 62,002 $5.04M 0.77% +6,673 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: 10,080 shares; 2024Q4: 7,410 shares; 2025Q1: 25,098 shares; 2025Q2: 28,555 shares; 2025Q3: 19,856 shares; 2025Q4: 18,298 shares; 2026Q1: 27,840 shares; 2026Q2: 24,528 shares 24,528 $4.91M 0.75% -3,312 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: 5,170 shares; 2024Q4: 5,640 shares; 2025Q1: 5,780 shares; 2025Q2: 11,194 shares; 2025Q3: 12,842 shares; 2025Q4: 14,860 shares; 2026Q1: 24,061 shares; 2026Q2: 22,985 shares 22,985 $4.71M 0.72% -1,076 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: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 2,326 shares; 2025Q2: 8,753 shares; 2025Q3: 5,430 shares; 2025Q4: 10,043 shares; 2026Q1: 10,235 shares; 2026Q2: 12,597 shares 12,597 $4.44M 0.68% +2,362 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: 9,110 shares; 2024Q4: 5,980 shares; 2025Q1: 3,286 shares; 2025Q2: 3,607 shares; 2025Q3: 2,472 shares; 2025Q4: 12,914 shares; 2026Q1: 16,789 shares; 2026Q2: 19,091 shares 19,091 $4.28M 0.66% +2,302 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: 33,250 shares; 2024Q4: 47,230 shares; 2025Q1: 33,478 shares; 2025Q2: 38,933 shares; 2025Q3: 25,483 shares; 2025Q4: 64,204 shares; 2026Q1: 83,376 shares; 2026Q2: 122,128 shares 122,128 $4.25M 0.65% +38,752 Timeline XBI 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: 25,460 shares; 2024Q4: 38,690 shares; 2025Q1: 27,186 shares; 2025Q2: 40,164 shares; 2025Q3: 28,566 shares; 2025Q4: 24,679 shares; 2026Q1: 25,221 shares; 2026Q2: 26,084 shares 26,084 $4.13M 0.63% +863 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: 62,030 shares; 2024Q4: 60,060 shares; 2025Q1: 55,153 shares; 2025Q2: 80,279 shares; 2025Q3: 52,824 shares; 2025Q4: 96,213 shares; 2026Q1: 80,905 shares; 2026Q2: 76,016 shares 76,016 $4.12M 0.63% -4,889 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: 15,680 shares; 2024Q4: 10,710 shares; 2025Q1: 19,111 shares; 2025Q2: 17,114 shares; 2025Q3: 9,897 shares; 2025Q4: 8,433 shares; 2026Q1: 15,507 shares; 2026Q2: 10,758 shares 10,758 $4.06M 0.62% -4,749 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: 644,230 shares; 2024Q4: 555,370 shares; 2025Q1: 473,648 shares; 2025Q2: 595,174 shares; 2025Q3: 380,946 shares; 2025Q4: 318,383 shares; 2026Q1: 400,657 shares; 2026Q2: 289,606 shares 289,606 $4.03M 0.62% -111,051 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: not reported; 2025Q3: 1,045 shares; 2025Q4: 12,700 shares; 2026Q1: 29,802 shares; 2026Q2: 39,040 shares 39,040 $3.88M 0.59% +9,238 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: 19,780 shares; 2024Q4: 33,050 shares; 2025Q1: 27,514 shares; 2025Q2: 25,667 shares; 2025Q3: 27,892 shares; 2025Q4: 41,645 shares; 2026Q1: 49,488 shares; 2026Q2: 53,601 shares 53,601 $3.87M 0.59% +4,113 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: 4,070 shares; 2024Q4: 3,810 shares; 2025Q1: 2,557 shares; 2025Q2: 3,444 shares; 2025Q3: 2,552 shares; 2025Q4: 5,670 shares; 2026Q1: 6,748 shares; 2026Q2: 7,404 shares 7,404 $3.8M 0.58% +656 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: 9,820 shares; 2024Q4: 10,050 shares; 2025Q1: 11,057 shares; 2025Q2: 12,407 shares; 2025Q3: 8,952 shares; 2025Q4: 7,162 shares; 2026Q1: 9,712 shares; 2026Q2: 15,226 shares 15,226 $3.78M 0.58% +5,514 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: not reported; 2024Q4: 46,010 shares; 2025Q1: 68,437 shares; 2025Q2: 91,258 shares; 2025Q3: 64,054 shares; 2025Q4: 150,299 shares; 2026Q1: 114,303 shares; 2026Q2: 115,015 shares 115,015 $3.68M 0.56% +712 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491,430 shares; 2024Q4: 321,200 shares; 2025Q1: 192,335 shares; 2025Q2: 220,959 shares; 2025Q3: 131,211 shares; 2025Q4: 96,311 shares; 2026Q1: 145,126 shares; 2026Q2: 134,871 shares 134,871 $3.62M 0.56% -10,255 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,180 shares; 2024Q4: 35,090 shares; 2025Q1: 30,009 shares; 2025Q2: 49,180 shares; 2025Q3: 31,383 shares; 2025Q4: 54,092 shares; 2026Q1: 57,453 shares; 2026Q2: 53,836 shares 53,836 $3.58M 0.55% -3,617 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,240 shares; 2024Q4: 21,550 shares; 2025Q1: 18,036 shares; 2025Q2: 29,603 shares; 2025Q3: 18,830 shares; 2025Q4: 32,811 shares; 2026Q1: 38,300 shares; 2026Q2: 34,953 shares 34,953 $3.57M 0.55% -3,347 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,980 shares; 2024Q4: 96,480 shares; 2025Q1: 51,311 shares; 2025Q2: 60,218 shares; 2025Q3: 44,672 shares; 2025Q4: 37,415 shares; 2026Q1: 38,573 shares; 2026Q2: 37,215 shares 37,215 $3.54M 0.54% -1,358 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: 33,210 shares; 2024Q4: 50,160 shares; 2025Q1: 29,544 shares; 2025Q2: 29,527 shares; 2025Q3: 20,293 shares; 2025Q4: 54,727 shares; 2026Q1: 54,727 shares; 2026Q2: 60,611 shares 60,611 $3.51M 0.54% +5,884 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: 6,710 shares; 2024Q4: 5,990 shares; 2025Q1: 4,999 shares; 2025Q2: 7,813 shares; 2025Q3: 6,268 shares; 2025Q4: 6,954 shares; 2026Q1: 7,616 shares; 2026Q2: 8,971 shares 8,971 $3.35M 0.51% +1,355 Timeline MLPX 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: 17,610 shares; 2024Q4: 33,510 shares; 2025Q1: 39,950 shares; 2025Q2: 60,643 shares; 2025Q3: 38,641 shares; 2025Q4: 58,580 shares; 2026Q1: 45,553 shares; 2026Q2: 45,113 shares 45,113 $3.32M 0.51% -440 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: 7,130 shares; 2024Q4: 7,610 shares; 2025Q1: 6,651 shares; 2025Q2: 7,815 shares; 2025Q3: 4,168 shares; 2025Q4: 5,739 shares; 2026Q1: 4,402 shares; 2026Q2: 3,098 shares 3,098 $3.3M 0.51% -1,304 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: 20,290 shares; 2024Q4: 41,670 shares; 2025Q1: 49,273 shares; 2025Q2: 77,236 shares; 2025Q3: 50,713 shares; 2025Q4: 75,427 shares; 2026Q1: 64,137 shares; 2026Q2: 62,819 shares 62,819 $3.26M 0.5% -1,318 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: not reported; 2024Q4: not reported; 2025Q1: 5,732 shares; 2025Q2: 7,085 shares; 2025Q3: 12,028 shares; 2025Q4: 24,890 shares; 2026Q1: 22,032 shares; 2026Q2: 28,647 shares 28,647 $3.24M 0.5% +6,615 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: 5,960 shares; 2024Q4: 11,780 shares; 2025Q1: 9,714 shares; 2025Q2: 16,292 shares; 2025Q3: 9,684 shares; 2025Q4: 15,041 shares; 2026Q1: 14,209 shares; 2026Q2: 14,332 shares 14,332 $3.21M 0.49% +123 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 12,000 shares; 2025Q1: 27,980 shares; 2025Q2: 42,293 shares; 2025Q3: 21,667 shares; 2025Q4: 18,421 shares; 2026Q1: 17,913 shares; 2026Q2: 19,135 shares 19,135 $3.15M 0.48% +1,222 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: 41,880 shares; 2024Q4: 57,500 shares; 2025Q1: 45,640 shares; 2025Q2: 70,464 shares; 2025Q3: 52,518 shares; 2025Q4: 46,679 shares; 2026Q1: 70,376 shares; 2026Q2: 62,364 shares 62,364 $3.09M 0.47% -8,012 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,820 shares; 2024Q4: 10,760 shares; 2025Q1: 23,429 shares; 2025Q2: 37,903 shares; 2025Q3: 17,536 shares; 2025Q4: 17,343 shares; 2026Q1: 17,783 shares; 2026Q2: 18,745 shares 18,745 $3.05M 0.47% +962 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 11,030 shares; 2025Q1: 25,875 shares; 2025Q2: 43,965 shares; 2025Q3: 22,344 shares; 2025Q4: 24,256 shares; 2026Q1: 27,838 shares; 2026Q2: 33,512 shares 33,512 $3.03M 0.46% +5,674 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,623 shares; 2025Q2: 4,471 shares; 2025Q3: 3,552 shares; 2025Q4: 3,592 shares; 2026Q1: 4,526 shares; 2026Q2: 5,999 shares 5,999 $3.01M 0.46% +1,473 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,390 shares; 2024Q4: 28,160 shares; 2025Q1: 27,601 shares; 2025Q2: 35,988 shares; 2025Q3: 41,111 shares; 2025Q4: 25,356 shares; 2026Q1: 28,516 shares; 2026Q2: 37,405 shares 37,405 $2.88M 0.44% +8,889 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: 30,200 shares; 2024Q4: 19,700 shares; 2025Q1: 35,309 shares; 2025Q2: 33,343 shares; 2025Q3: 19,584 shares; 2025Q4: 21,636 shares; 2026Q1: 22,604 shares; 2026Q2: 6,213 shares 6,213 $2.68M 0.41% -16,391 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: 4,200 shares; 2024Q4: 1,430 shares; 2025Q1: 2,094 shares; 2025Q2: 2,027 shares; 2025Q3: 2,516 shares; 2025Q4: 2,467 shares; 2026Q1: 7,359 shares; 2026Q2: 3,488 shares 3,488 $2.66M 0.41% -3,871 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: 20,928 shares; 2025Q2: 28,222 shares; 2025Q3: 22,300 shares; 2025Q4: 54,615 shares; 2026Q1: 41,896 shares; 2026Q2: 47,999 shares 47,999 $2.55M 0.39% +6,103 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: 116,350 shares; 2024Q4: 68,190 shares; 2025Q1: 40,761 shares; 2025Q2: 44,167 shares; 2025Q3: 32,680 shares; 2025Q4: 35,751 shares; 2026Q1: 33,795 shares; 2026Q2: 21,699 shares 21,699 $2.55M 0.39% -12,096 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: 6,020 shares; 2024Q4: 2,310 shares; 2025Q1: 3,288 shares; 2025Q2: 3,650 shares; 2025Q3: 2,809 shares; 2025Q4: 2,912 shares; 2026Q1: 2,364 shares; 2026Q2: 2,161 shares 2,161 $2.54M 0.39% -203 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,813 shares; 2025Q2: 6,930 shares; 2025Q3: 5,017 shares; 2025Q4: 15,469 shares; 2026Q1: 9,430 shares; 2026Q2: 10,572 shares 10,572 $2.53M 0.39% +1,142 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: 7,580 shares; 2025Q1: 5,691 shares; 2025Q2: 8,457 shares; 2025Q3: 6,726 shares; 2025Q4: 7,464 shares; 2026Q1: 10,452 shares; 2026Q2: 12,851 shares 12,851 $2.48M 0.38% +2,399 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: 23,870 shares; 2024Q4: 16,450 shares; 2025Q1: 18,987 shares; 2025Q2: 17,748 shares; 2025Q3: 11,370 shares; 2025Q4: 11,838 shares; 2026Q1: 12,949 shares; 2026Q2: 15,311 shares 15,311 $2.43M 0.37% +2,362 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: 19,160 shares; 2024Q4: 24,470 shares; 2025Q1: 18,039 shares; 2025Q2: 22,232 shares; 2025Q3: 14,605 shares; 2025Q4: 20,237 shares; 2026Q1: 18,109 shares; 2026Q2: 17,410 shares 17,410 $2.38M 0.37% -699 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: 35,720 shares; 2024Q4: 42,070 shares; 2025Q1: 38,532 shares; 2025Q2: 46,499 shares; 2025Q3: 30,376 shares; 2025Q4: 39,655 shares; 2026Q1: 39,338 shares; 2026Q2: 34,667 shares 34,667 $2.37M 0.36% -4,671 Timeline FINX 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: 39,660 shares; 2025Q1: 36,258 shares; 2025Q2: 39,692 shares; 2025Q3: 32,505 shares; 2025Q4: 65,569 shares; 2026Q1: 88,738 shares; 2026Q2: 93,220 shares 93,220 $2.3M 0.35% +4,482 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: 6,130 shares; 2024Q4: 4,110 shares; 2025Q1: 3,164 shares; 2025Q2: 4,164 shares; 2025Q3: 3,472 shares; 2025Q4: 5,866 shares; 2026Q1: 3,605 shares; 2026Q2: 3,616 shares 3,616 $2.29M 0.35% +11 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: 22,710 shares; 2024Q4: 27,260 shares; 2025Q1: 21,283 shares; 2025Q2: 26,017 shares; 2025Q3: 17,459 shares; 2025Q4: 26,839 shares; 2026Q1: 23,974 shares; 2026Q2: 23,816 shares 23,816 $2.28M 0.35% -158 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,480 shares; 2024Q4: 38,770 shares; 2025Q1: 51,275 shares; 2025Q2: 41,544 shares; 2025Q3: 36,098 shares; 2025Q4: 30,007 shares; 2026Q1: 21,276 shares; 2026Q2: 22,106 shares 22,106 $2.25M 0.35% +830 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: 28,600 shares; 2024Q4: 20,910 shares; 2025Q1: 16,120 shares; 2025Q2: 19,425 shares; 2025Q3: 13,370 shares; 2025Q4: 19,964 shares; 2026Q1: 17,644 shares; 2026Q2: 17,644 shares 17,644 $2.23M 0.34% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 1,510 shares; 2025Q1: 1,185 shares; 2025Q2: 1,648 shares; 2025Q3: 1,211 shares; 2025Q4: 3,208 shares; 2026Q1: 4,949 shares; 2026Q2: 5,167 shares 5,167 $2.1M 0.32% +218 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,090 shares; 2024Q4: 8,040 shares; 2025Q1: 8,411 shares; 2025Q2: 7,857 shares; 2025Q3: 7,201 shares; 2025Q4: 5,277 shares; 2026Q1: 10,667 shares; 2026Q2: 7,759 shares 7,759 $1.97M 0.3% -2,908 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: 820 shares; 2024Q4: 2,290 shares; 2025Q1: 2,944 shares; 2025Q2: 4,716 shares; 2025Q3: 4,014 shares; 2025Q4: 5,698 shares; 2026Q1: 5,342 shares; 2026Q2: 4,613 shares 4,613 $1.97M 0.3% -729 Timeline XOP 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: 17,430 shares; 2024Q4: 17,460 shares; 2025Q1: 15,361 shares; 2025Q2: 29,427 shares; 2025Q3: 17,740 shares; 2025Q4: 21,902 shares; 2026Q1: 7,471 shares; 2026Q2: 11,809 shares 11,809 $1.82M 0.28% +4,338 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,180 shares; 2024Q4: 13,390 shares; 2025Q1: 14,867 shares; 2025Q2: 19,302 shares; 2025Q3: 10,831 shares; 2025Q4: 19,509 shares; 2026Q1: 28,008 shares; 2026Q2: 27,306 shares 27,306 $1.81M 0.28% -702 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,150 shares; 2024Q4: 15,260 shares; 2025Q1: 14,369 shares; 2025Q2: 24,834 shares; 2025Q3: 13,127 shares; 2025Q4: 31,332 shares; 2026Q1: 34,904 shares; 2026Q2: 33,229 shares 33,229 $1.76M 0.27% -1,675 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: not reported; 2024Q4: 73,810 shares; 2025Q1: 60,176 shares; 2025Q2: 133,214 shares; 2025Q3: 127,665 shares; 2025Q4: 62,614 shares; 2026Q1: 23,501 shares; 2026Q2: 37,395 shares 37,395 $1.74M 0.27% +13,894 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: 12,870 shares; 2024Q4: 19,820 shares; 2025Q1: 17,606 shares; 2025Q2: 25,575 shares; 2025Q3: 15,535 shares; 2025Q4: 39,632 shares; 2026Q1: 39,982 shares; 2026Q2: 38,031 shares 38,031 $1.72M 0.26% -1,951 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: not reported; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 1,811 shares; 2025Q3: 1,698 shares; 2025Q4: 1,822 shares; 2026Q1: 2,312 shares; 2026Q2: 4,068 shares 4,068 $1.62M 0.25% +1,756 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: 1,560 shares; 2024Q4: 5,030 shares; 2025Q1: 3,487 shares; 2025Q2: 4,253 shares; 2025Q3: 3,365 shares; 2025Q4: 8,778 shares; 2026Q1: 9,202 shares; 2026Q2: 12,985 shares 12,985 $1.6M 0.24% +3,783 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,720 shares; 2024Q4: 82,270 shares; 2025Q1: 52,733 shares; 2025Q2: 57,099 shares; 2025Q3: 40,291 shares; 2025Q4: 38,235 shares; 2026Q1: 46,131 shares; 2026Q2: 38,911 shares 38,911 $1.58M 0.24% -7,220 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,870 shares; 2024Q4: 44,240 shares; 2025Q1: 32,895 shares; 2025Q2: 42,451 shares; 2025Q3: 18,337 shares; 2025Q4: 18,987 shares; 2026Q1: 13,043 shares; 2026Q2: 19,849 shares 19,849 $1.5M 0.23% +6,806 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 1,600 shares; 2025Q1: 1,293 shares; 2025Q2: 1,675 shares; 2025Q3: 1,307 shares; 2025Q4: 1,897 shares; 2026Q1: 3,201 shares; 2026Q2: 3,295 shares 3,295 $1.49M 0.23% +94 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: not reported; 2024Q4: 1,820 shares; 2025Q1: 1,989 shares; 2025Q2: 2,629 shares; 2025Q3: 2,145 shares; 2025Q4: 3,751 shares; 2026Q1: 4,234 shares; 2026Q2: 4,090 shares 4,090 $1.39M 0.21% -144 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: 7,820 shares; 2024Q4: 10,360 shares; 2025Q1: 8,875 shares; 2025Q2: 17,224 shares; 2025Q3: 12,506 shares; 2025Q4: 15,629 shares; 2026Q1: 5,652 shares; 2026Q2: 10,393 shares 10,393 $1.35M 0.21% +4,741 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,190 shares; 2024Q4: 12,890 shares; 2025Q1: 10,972 shares; 2025Q2: 22,926 shares; 2025Q3: 14,813 shares; 2025Q4: 17,615 shares; 2026Q1: 6,347 shares; 2026Q2: 12,556 shares 12,556 $1.31M 0.2% +6,209 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,890 shares; 2024Q4: 25,540 shares; 2025Q1: 23,151 shares; 2025Q2: 48,757 shares; 2025Q3: 29,918 shares; 2025Q4: 40,224 shares; 2026Q1: 12,942 shares; 2026Q2: 26,370 shares 26,370 $1.28M 0.2% +13,428 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: not reported; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 1,057 shares; 2026Q1: 923 shares; 2026Q2: 1,189 shares 1,189 $1.11M 0.17% +266 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: 12,820 shares; 2024Q4: 17,730 shares; 2025Q1: 15,075 shares; 2025Q2: 25,382 shares; 2025Q3: 15,103 shares; 2025Q4: 35,611 shares; 2026Q1: 12,735 shares; 2026Q2: 19,630 shares 19,630 $1.04M 0.16% +6,895 Timeline EWY 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: 25,182 shares; 2025Q3: 19,091 shares; 2025Q4: 18,537 shares; 2026Q1: 11,229 shares; 2026Q2: 5,110 shares 5,110 $1.03M 0.16% -6,119 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: 4,150 shares; 2025Q1: 3,078 shares; 2025Q2: 4,306 shares; 2025Q3: 2,417 shares; 2025Q4: 2,617 shares; 2026Q1: 1,689 shares; 2026Q2: 2,763 shares 2,763 $1.02M 0.16% +1,074 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,790 shares; 2024Q4: 8,370 shares; 2025Q1: 7,947 shares; 2025Q2: 15,791 shares; 2025Q3: 8,291 shares; 2025Q4: 4,681 shares; 2026Q1: 6,751 shares; 2026Q2: 4,311 shares 4,311 $1.02M 0.16% -2,440 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,790 shares; 2024Q4: 20,250 shares; 2025Q1: 12,482 shares; 2025Q2: 13,604 shares; 2025Q3: 9,642 shares; 2025Q4: 15,166 shares; 2026Q1: 12,741 shares; 2026Q2: 16,954 shares 16,954 $941K 0.14% +4,213 Timeline MOO 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: 4,140 shares; 2024Q4: 7,710 shares; 2025Q1: 7,388 shares; 2025Q2: 10,613 shares; 2025Q3: 6,639 shares; 2025Q4: 20,448 shares; 2026Q1: 11,138 shares; 2026Q2: 11,229 shares 11,229 $889K 0.14% +91 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: 32,960 shares; 2024Q4: 13,450 shares; 2025Q1: 7,624 shares; 2025Q2: 7,683 shares; 2025Q3: 4,720 shares; 2025Q4: 7,286 shares; 2026Q1: 5,788 shares; 2026Q2: 6,763 shares 6,763 $854K 0.13% +975 Timeline INDA 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: 20,335 shares; 2025Q3: 21,453 shares; 2025Q4: 20,361 shares; 2026Q1: 13,832 shares; 2026Q2: 17,252 shares 17,252 $852K 0.13% +3,420 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,880 shares; 2024Q4: 28,500 shares; 2025Q1: 27,405 shares; 2025Q2: 41,223 shares; 2025Q3: 23,718 shares; 2025Q4: 24,192 shares; 2026Q1: 12,319 shares; 2026Q2: 13,605 shares 13,605 $791K 0.12% +1,286 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: 3,970 shares; 2024Q4: 6,730 shares; 2025Q1: 3,691 shares; 2025Q2: 4,140 shares; 2025Q3: 2,608 shares; 2025Q4: 2,284 shares; 2026Q1: 1,930 shares; 2026Q2: 2,118 shares 2,118 $767K 0.12% +188 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: 9,260 shares; 2024Q4: 17,780 shares; 2025Q1: 19,380 shares; 2025Q2: 24,501 shares; 2025Q3: 11,299 shares; 2025Q4: 11,880 shares; 2026Q1: 7,913 shares; 2026Q2: 7,038 shares 7,038 $753K 0.12% -875 Timeline PHO 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: 3,590 shares; 2024Q4: 3,780 shares; 2025Q1: 3,920 shares; 2025Q2: 5,706 shares; 2025Q3: 3,392 shares; 2025Q4: 9,094 shares; 2026Q1: 9,854 shares; 2026Q2: 10,485 shares 10,485 $724K 0.11% +631 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: 15,070 shares; 2024Q4: 15,540 shares; 2025Q1: 7,840 shares; 2025Q2: 8,656 shares; 2025Q3: 5,421 shares; 2025Q4: 4,029 shares; 2026Q1: 4,597 shares; 2026Q2: 4,032 shares 4,032 $653K 0.1% -565 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: 30,470 shares; 2024Q4: 37,250 shares; 2025Q1: 43,215 shares; 2025Q2: 39,866 shares; 2025Q3: 20,745 shares; 2025Q4: 24,329 shares; 2026Q1: 15,616 shares; 2026Q2: 13,970 shares 13,970 $610K 0.09% -1,646 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,390 shares; 2024Q4: 46,020 shares; 2025Q1: 35,913 shares; 2025Q2: 44,580 shares; 2025Q3: 26,192 shares; 2025Q4: 30,614 shares; 2026Q1: 43,549 shares; 2026Q2: 27,285 shares 27,285 $599K 0.09% -16,264 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 6,530 shares; 2025Q1: 6,550 shares; 2025Q2: 10,939 shares; 2025Q3: 6,653 shares; 2025Q4: 9,702 shares; 2026Q1: 6,610 shares; 2026Q2: 7,957 shares 7,957 $527K 0.08% +1,347 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,088 shares; 2025Q2: 13,626 shares; 2025Q3: 4,935 shares; 2025Q4: not reported; 2026Q1: 6,851 shares; 2026Q2: 11,545 shares 11,545 $518K 0.08% +4,694 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: not reported; 2025Q1: 3,403 shares; 2025Q2: 5,620 shares; 2025Q3: 1,986 shares; 2025Q4: not reported; 2026Q1: 2,357 shares; 2026Q2: 5,590 shares 5,590 $513K 0.08% +3,233 Timeline REMX 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: 8,074 shares; 2026Q1: 5,070 shares; 2026Q2: 5,647 shares 5,647 $500K 0.08% +577 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: 8,250 shares; 2024Q4: 9,960 shares; 2025Q1: 10,498 shares; 2025Q2: 14,709 shares; 2025Q3: 7,995 shares; 2025Q4: 11,153 shares; 2026Q1: 6,115 shares; 2026Q2: 6,434 shares 6,434 $492K 0.08% +319 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,922 shares; 2025Q2: 15,499 shares; 2025Q3: 5,896 shares; 2025Q4: not reported; 2026Q1: 7,606 shares; 2026Q2: 12,863 shares 12,863 $477K 0.07% +5,257 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 12,039 shares; 2025Q3: 4,944 shares; 2025Q4: not reported; 2026Q1: 7,849 shares; 2026Q2: 11,787 shares 11,787 $454K 0.07% +3,938 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: 6,600 shares; 2024Q4: 10,190 shares; 2025Q1: 10,216 shares; 2025Q2: 16,673 shares; 2025Q3: 8,953 shares; 2025Q4: 9,820 shares; 2026Q1: 6,011 shares; 2026Q2: 5,349 shares 5,349 $446K 0.07% -662 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: 7,660 shares; 2024Q4: 13,020 shares; 2025Q1: 12,918 shares; 2025Q2: 18,038 shares; 2025Q3: 12,942 shares; 2025Q4: 11,657 shares; 2026Q1: 7,663 shares; 2026Q2: 6,965 shares 6,965 $438K 0.07% -698 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: 2,640 shares; 2024Q4: 6,460 shares; 2025Q1: 5,091 shares; 2025Q2: 7,267 shares; 2025Q3: 4,005 shares; 2025Q4: 3,609 shares; 2026Q1: 2,501 shares; 2026Q2: 1,878 shares 1,878 $418K 0.06% -623 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: 2,520 shares; 2024Q4: not reported; 2025Q1: 4,056 shares; 2025Q2: 4,230 shares; 2025Q3: 2,879 shares; 2025Q4: 2,625 shares; 2026Q1: 2,232 shares; 2026Q2: 2,002 shares 2,002 $390K 0.06% -230 Timeline