AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 81,542 shares; 2023Q4: 81,523 shares; 2024Q1: 80,525 shares; 2024Q2: 80,096 shares; 2024Q3: 77,800 shares; 2024Q4: 76,902 shares; 2025Q1: 76,090 shares; 2025Q2: 75,710 shares 75,710 $15.5M 5.32% -380 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,879 shares; 2023Q4: 31,847 shares; 2024Q1: 31,625 shares; 2024Q2: 30,928 shares; 2024Q3: 30,886 shares; 2024Q4: 30,686 shares; 2025Q1: 30,533 shares; 2025Q2: 30,347 shares 30,347 $15.1M 5.17% -186 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,395 shares; 2023Q4: 7,189 shares; 2024Q1: 7,129 shares; 2024Q2: 68,344 shares; 2024Q3: 68,597 shares; 2024Q4: 69,044 shares; 2025Q1: 69,341 shares; 2025Q2: 69,347 shares 69,347 $11M 3.75% +6 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,239 shares; 2023Q4: 35,950 shares; 2024Q1: 36,233 shares; 2024Q2: 35,480 shares; 2024Q3: 35,769 shares; 2024Q4: 35,939 shares; 2025Q1: 36,434 shares; 2025Q2: 36,518 shares 36,518 $10.6M 3.63% +84 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,067 shares; 2023Q4: 9,054 shares; 2024Q1: 9,056 shares; 2024Q2: 8,898 shares; 2024Q3: 8,852 shares; 2024Q4: 8,894 shares; 2025Q1: 8,848 shares; 2025Q2: 8,795 shares 8,795 $8.71M 2.98% -53 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,944 shares; 2023Q4: 38,242 shares; 2024Q1: 38,113 shares; 2024Q2: 36,715 shares; 2024Q3: 35,133 shares; 2024Q4: 35,296 shares; 2025Q1: 35,082 shares; 2025Q2: 34,635 shares 34,635 $7.6M 2.6% -447 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,483 shares; 2023Q4: 26,304 shares; 2024Q1: 26,160 shares; 2024Q2: 25,646 shares; 2024Q3: 25,241 shares; 2024Q4: 24,787 shares; 2025Q1: 24,672 shares; 2025Q2: 24,173 shares 24,173 $7.45M 2.55% -499 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,148 shares; 2023Q4: 13,512 shares; 2024Q1: 13,614 shares; 2024Q2: 13,524 shares; 2024Q3: 13,683 shares; 2024Q4: 13,697 shares; 2025Q1: 13,769 shares; 2025Q2: 13,752 shares 13,752 $5.44M 1.86% -17 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,751 shares; 2023Q4: 12,841 shares; 2024Q1: 12,869 shares; 2024Q2: 12,860 shares; 2024Q3: 12,825 shares; 2024Q4: 12,858 shares; 2025Q1: 12,941 shares; 2025Q2: 12,960 shares 12,960 $4.6M 1.58% +19 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,514 shares; 2023Q4: 21,793 shares; 2024Q1: 22,195 shares; 2024Q2: 22,829 shares; 2024Q3: 23,569 shares; 2024Q4: 24,009 shares; 2025Q1: 24,228 shares; 2025Q2: 24,264 shares 24,264 $4.28M 1.46% +36 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,283 shares; 2023Q4: 4,991 shares; 2024Q1: 5,057 shares; 2024Q2: 15,796 shares; 2024Q3: 38,729 shares; 2024Q4: 56,091 shares; 2025Q1: 70,204 shares; 2025Q2: 81,457 shares 81,457 $4.13M 1.41% +11,253 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,117 shares; 2023Q4: 57,297 shares; 2024Q1: 69,218 shares; 2024Q2: 81,581 shares; 2024Q3: 86,172 shares; 2024Q4: 90,531 shares; 2025Q1: 94,097 shares; 2025Q2: 96,491 shares 96,491 $4.01M 1.37% +2,394 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,068 shares; 2023Q4: 20,555 shares; 2024Q1: 20,844 shares; 2024Q2: 20,926 shares; 2024Q3: 20,719 shares; 2024Q4: 20,830 shares; 2025Q1: 20,952 shares; 2025Q2: 20,918 shares 20,918 $3.88M 1.33% -34 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,538 shares; 2023Q4: 8,437 shares; 2024Q1: 9,213 shares; 2024Q2: 10,043 shares; 2024Q3: 10,794 shares; 2024Q4: 11,550 shares; 2025Q1: 12,085 shares; 2025Q2: 12,401 shares 12,401 $3.66M 1.25% +316 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,418 shares; 2023Q4: 17,340 shares; 2024Q1: 17,338 shares; 2024Q2: 16,667 shares; 2024Q3: 16,497 shares; 2024Q4: 16,351 shares; 2025Q1: 16,139 shares; 2025Q2: 16,186 shares 16,186 $3.58M 1.23% +47 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,289 shares; 2023Q4: 10,552 shares; 2024Q1: 10,779 shares; 2024Q2: 11,025 shares; 2024Q3: 11,012 shares; 2024Q4: 11,362 shares; 2025Q1: 11,593 shares; 2025Q2: 11,607 shares 11,607 $3.53M 1.21% +14 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,401 shares; 2023Q4: 21,494 shares; 2024Q1: 21,594 shares; 2024Q2: 21,279 shares; 2024Q3: 21,108 shares; 2024Q4: 21,069 shares; 2025Q1: 21,179 shares; 2025Q2: 21,142 shares 21,142 $3.37M 1.15% -37 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,035 shares; 2023Q4: 40,767 shares; 2024Q1: 42,375 shares; 2024Q2: 43,877 shares; 2024Q3: 44,646 shares; 2024Q4: 45,867 shares; 2025Q1: 47,101 shares; 2025Q2: 48,477 shares 48,477 $3.36M 1.15% +1,376 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,296 shares; 2023Q4: 16,234 shares; 2024Q1: 16,122 shares; 2024Q2: 15,754 shares; 2024Q3: 14,818 shares; 2024Q4: 14,714 shares; 2025Q1: 14,605 shares; 2025Q2: 14,516 shares 14,516 $3.34M 1.14% -89 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 65,730 shares; 2023Q4: 65,226 shares; 2024Q1: 65,317 shares; 2024Q2: 64,449 shares; 2024Q3: 64,723 shares; 2024Q4: 64,604 shares; 2025Q1: 64,728 shares; 2025Q2: 64,340 shares 64,340 $3.22M 1.1% -388 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 48,641 shares; 2023Q4: 48,073 shares; 2024Q1: 46,703 shares; 2024Q2: 45,688 shares; 2024Q3: 42,531 shares; 2024Q4: 41,095 shares; 2025Q1: 39,414 shares; 2025Q2: 38,240 shares 38,240 $3.16M 1.08% -1,174 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,849 shares; 2023Q4: 20,222 shares; 2024Q1: 20,483 shares; 2024Q2: 20,341 shares; 2024Q3: 20,967 shares; 2024Q4: 21,064 shares; 2025Q1: 21,070 shares; 2025Q2: 21,121 shares 21,121 $3.02M 1.04% +51 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,189 shares; 2023Q4: 3,328 shares; 2024Q1: 3,354 shares; 2024Q2: 3,452 shares; 2024Q3: 3,600 shares; 2024Q4: 3,735 shares; 2025Q1: 3,954 shares; 2025Q2: 4,012 shares 4,012 $2.84M 0.97% +58 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,904 shares; 2023Q4: 7,908 shares; 2024Q1: 7,829 shares; 2024Q2: 7,722 shares; 2024Q3: 7,681 shares; 2024Q4: 7,677 shares; 2025Q1: 7,681 shares; 2025Q2: 7,695 shares 7,695 $2.82M 0.97% +14 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,181 shares; 2023Q4: 3,229 shares; 2024Q1: 3,191 shares; 2024Q2: 3,302 shares; 2024Q3: 3,334 shares; 2024Q4: 3,411 shares; 2025Q1: 3,464 shares; 2025Q2: 3,461 shares 3,461 $2.7M 0.92% -3 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,894 shares; 2023Q4: 27,573 shares; 2024Q1: 27,902 shares; 2024Q2: 27,983 shares; 2024Q3: 28,204 shares; 2024Q4: 28,360 shares; 2025Q1: 28,332 shares; 2025Q2: 28,309 shares 28,309 $2.6M 0.89% -23 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,548 shares; 2023Q4: 21,411 shares; 2024Q1: 22,515 shares; 2024Q2: 23,532 shares; 2024Q3: 24,263 shares; 2024Q4: 24,754 shares; 2025Q1: 25,238 shares; 2025Q2: 25,306 shares 25,306 $2.6M 0.89% +68 Timeline FVD 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; 2023Q3: 58,246 shares; 2023Q4: 58,004 shares; 2024Q1: 58,251 shares; 2024Q2: 57,466 shares; 2024Q3: 57,313 shares; 2024Q4: 56,268 shares; 2025Q1: 56,028 shares; 2025Q2: 56,067 shares 56,067 $2.51M 0.86% +39 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,096 shares; 2023Q4: 37,279 shares; 2024Q1: 36,609 shares; 2024Q2: 36,079 shares; 2024Q3: 36,346 shares; 2024Q4: 36,069 shares; 2025Q1: 35,922 shares; 2025Q2: 35,142 shares 35,142 $2.44M 0.84% -780 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,663 shares; 2023Q4: 6,814 shares; 2024Q1: 6,938 shares; 2024Q2: 7,043 shares; 2024Q3: 7,204 shares; 2024Q4: 7,558 shares; 2025Q1: 7,931 shares; 2025Q2: 8,067 shares 8,067 $2.34M 0.8% +136 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,591 shares; 2023Q4: 8,506 shares; 2024Q1: 8,446 shares; 2024Q2: 8,052 shares; 2024Q3: 7,991 shares; 2024Q4: 7,963 shares; 2025Q1: 7,738 shares; 2025Q2: 7,461 shares 7,461 $2.33M 0.8% -277 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,778 shares; 2023Q4: 18,875 shares; 2024Q1: 18,721 shares; 2024Q2: 18,503 shares; 2024Q3: 18,211 shares; 2024Q4: 17,999 shares; 2025Q1: 18,088 shares; 2025Q2: 17,594 shares 17,594 $2.32M 0.8% -494 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,082 shares; 2023Q4: 51,820 shares; 2024Q1: 52,512 shares; 2024Q2: 52,589 shares; 2024Q3: 53,718 shares; 2024Q4: 55,739 shares; 2025Q1: 56,393 shares; 2025Q2: 53,776 shares 53,776 $2.29M 0.78% -2,617 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,211 shares; 2023Q4: 22,566 shares; 2024Q1: 22,494 shares; 2024Q2: 22,065 shares; 2024Q3: 22,164 shares; 2024Q4: 22,089 shares; 2025Q1: 21,893 shares; 2025Q2: 22,026 shares 22,026 $2.29M 0.78% +133 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 188,548 shares; 2023Q4: 189,021 shares; 2024Q1: 195,031 shares; 2024Q2: 216,234 shares; 2024Q3: 211,759 shares; 2024Q4: 215,204 shares; 2025Q1: 219,234 shares; 2025Q2: 222,532 shares 222,532 $2.26M 0.77% +3,298 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; 2023Q3: 9,122 shares; 2023Q4: 9,173 shares; 2024Q1: 9,248 shares; 2024Q2: 9,138 shares; 2024Q3: 8,481 shares; 2024Q4: 8,453 shares; 2025Q1: 8,419 shares; 2025Q2: 8,461 shares 8,461 $2.09M 0.72% +42 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,298 shares; 2023Q4: 17,649 shares; 2024Q1: 17,826 shares; 2024Q2: 18,063 shares; 2024Q3: 17,957 shares; 2024Q4: 18,267 shares; 2025Q1: 18,437 shares; 2025Q2: 18,543 shares 18,543 $2M 0.68% +106 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,103 shares; 2023Q4: 56,172 shares; 2024Q1: 54,296 shares; 2024Q2: 55,386 shares; 2024Q3: 57,339 shares; 2024Q4: 64,079 shares; 2025Q1: 65,569 shares; 2025Q2: 65,033 shares 65,033 $2M 0.68% -536 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,479 shares; 2023Q4: 26,434 shares; 2024Q1: 26,495 shares; 2024Q2: 26,777 shares; 2024Q3: 26,681 shares; 2024Q4: 27,207 shares; 2025Q1: 27,077 shares; 2025Q2: 28,099 shares 28,099 $1.99M 0.68% +1,022 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; 2023Q3: 10,052 shares; 2023Q4: 10,096 shares; 2024Q1: 10,098 shares; 2024Q2: 9,957 shares; 2024Q3: 9,772 shares; 2024Q4: 9,703 shares; 2025Q1: 9,715 shares; 2025Q2: 9,688 shares 9,688 $1.98M 0.68% -27 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,943 shares; 2023Q4: 2,000 shares; 2024Q1: 2,013 shares; 2024Q2: 2,068 shares; 2024Q3: 2,101 shares; 2024Q4: 2,197 shares; 2025Q1: 2,221 shares; 2025Q2: 2,188 shares 2,188 $1.96M 0.67% -33 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,150 shares; 2023Q4: 14,884 shares; 2024Q1: 15,078 shares; 2024Q2: 15,555 shares; 2024Q3: 15,841 shares; 2024Q4: 16,215 shares; 2025Q1: 16,945 shares; 2025Q2: 17,485 shares 17,485 $1.88M 0.64% +540 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,777 shares; 2023Q4: 10,282 shares; 2024Q1: 10,321 shares; 2024Q2: 10,376 shares; 2024Q3: 10,306 shares; 2024Q4: 10,164 shares; 2025Q1: 10,364 shares; 2025Q2: 10,216 shares 10,216 $1.78M 0.61% -148 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,467 shares; 2023Q4: 3,615 shares; 2024Q1: 3,745 shares; 2024Q2: 3,612 shares; 2024Q3: 3,639 shares; 2024Q4: 3,712 shares; 2025Q1: 3,711 shares; 2025Q2: 3,736 shares 3,736 $1.75M 0.6% +25 Timeline TDIV 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; 2023Q3: 11,956 shares; 2023Q4: 12,294 shares; 2024Q1: 12,991 shares; 2024Q2: 14,029 shares; 2024Q3: 15,449 shares; 2024Q4: 17,418 shares; 2025Q1: 18,984 shares; 2025Q2: 19,270 shares 19,270 $1.74M 0.6% +286 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,330 shares; 2023Q4: 18,222 shares; 2024Q1: 17,873 shares; 2024Q2: 15,149 shares; 2024Q3: 13,242 shares; 2024Q4: 12,251 shares; 2025Q1: 11,584 shares; 2025Q2: 11,212 shares 11,212 $1.71M 0.59% -372 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,974 shares; 2023Q4: 6,170 shares; 2024Q1: 6,137 shares; 2024Q2: 6,017 shares; 2024Q3: 5,817 shares; 2024Q4: 5,873 shares; 2025Q1: 5,842 shares; 2025Q2: 5,843 shares 5,843 $1.71M 0.58% +1 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 75,458 shares; 2023Q4: 76,285 shares; 2024Q1: 76,217 shares; 2024Q2: 76,853 shares; 2024Q3: 77,051 shares; 2024Q4: 77,413 shares; 2025Q1: 78,398 shares; 2025Q2: 78,852 shares 78,852 $1.62M 0.55% +454 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,876 shares; 2023Q4: 12,052 shares; 2024Q1: 12,083 shares; 2024Q2: 12,138 shares; 2024Q3: 11,894 shares; 2024Q4: 11,880 shares; 2025Q1: 11,764 shares; 2025Q2: 11,868 shares 11,868 $1.61M 0.55% +104 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,455 shares; 2023Q4: 10,338 shares; 2024Q1: 10,137 shares; 2024Q2: 9,941 shares; 2024Q3: 9,866 shares; 2024Q4: 9,962 shares; 2025Q1: 10,007 shares; 2025Q2: 9,973 shares 9,973 $1.59M 0.54% -34 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,863 shares; 2023Q4: 4,773 shares; 2024Q1: 4,766 shares; 2024Q2: 4,765 shares; 2024Q3: 4,789 shares; 2024Q4: 4,774 shares; 2025Q1: 4,776 shares; 2025Q2: 4,788 shares 4,788 $1.57M 0.54% +12 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,111 shares; 2023Q4: 15,884 shares; 2024Q1: 15,789 shares; 2024Q2: 15,016 shares; 2024Q3: 14,924 shares; 2024Q4: 14,923 shares; 2025Q1: 14,772 shares; 2025Q2: 14,251 shares 14,251 $1.56M 0.53% -521 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,145 shares; 2023Q4: 2,147 shares; 2024Q1: 2,151 shares; 2024Q2: 2,171 shares; 2024Q3: 2,168 shares; 2024Q4: 2,169 shares; 2025Q1: 2,152 shares; 2025Q2: 2,157 shares 2,157 $1.51M 0.52% +5 Timeline QTEC 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; 2023Q3: 8,190 shares; 2023Q4: 8,529 shares; 2024Q1: 8,746 shares; 2024Q2: 8,659 shares; 2024Q3: 8,517 shares; 2024Q4: 7,749 shares; 2025Q1: 7,197 shares; 2025Q2: 7,012 shares 7,012 $1.49M 0.51% -185 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,961 shares; 2023Q4: 5,897 shares; 2024Q1: 5,795 shares; 2024Q2: 5,810 shares; 2024Q3: 5,746 shares; 2024Q4: 5,704 shares; 2025Q1: 5,699 shares; 2025Q2: 5,717 shares 5,717 $1.46M 0.5% +18 Timeline FXL 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; 2023Q3: 8,241 shares; 2023Q4: 8,360 shares; 2024Q1: 8,511 shares; 2024Q2: 8,802 shares; 2024Q3: 9,056 shares; 2024Q4: 9,307 shares; 2025Q1: 9,337 shares; 2025Q2: 9,291 shares 9,291 $1.46M 0.5% -46 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,814 shares; 2023Q4: 24,684 shares; 2024Q1: 24,716 shares; 2024Q2: 24,717 shares; 2024Q3: 24,531 shares; 2024Q4: 22,444 shares; 2025Q1: 21,908 shares; 2025Q2: 20,559 shares 20,559 $1.45M 0.5% -1,349 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,527 shares; 2023Q4: 15,828 shares; 2024Q1: 16,937 shares; 2024Q2: 18,306 shares; 2024Q3: 22,986 shares; 2024Q4: 25,934 shares; 2025Q1: 30,862 shares; 2025Q2: 33,304 shares 33,304 $1.44M 0.49% +2,442 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,225 shares; 2023Q4: 49,566 shares; 2024Q1: 47,631 shares; 2024Q2: 45,771 shares; 2024Q3: 45,732 shares; 2024Q4: 45,766 shares; 2025Q1: 46,185 shares; 2025Q2: 44,931 shares 44,931 $1.43M 0.49% -1,254 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,012 shares; 2023Q4: 6,002 shares; 2024Q1: 6,019 shares; 2024Q2: 5,842 shares; 2024Q3: 5,822 shares; 2024Q4: 5,796 shares; 2025Q1: 5,727 shares; 2025Q2: 5,649 shares 5,649 $1.42M 0.49% -78 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26,549 shares; 2024Q3: 40,869 shares; 2024Q4: 52,753 shares; 2025Q1: 61,863 shares; 2025Q2: 64,370 shares 64,370 $1.41M 0.48% +2,507 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,375 shares; 2023Q4: 28,646 shares; 2024Q1: 28,641 shares; 2024Q2: 24,965 shares; 2024Q3: 23,157 shares; 2024Q4: 22,641 shares; 2025Q1: 22,262 shares; 2025Q2: 22,523 shares 22,523 $1.4M 0.48% +261 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; 2023Q3: 11,719 shares; 2023Q4: 12,358 shares; 2024Q1: 13,626 shares; 2024Q2: 15,502 shares; 2024Q3: 16,246 shares; 2024Q4: 17,228 shares; 2025Q1: 18,130 shares; 2025Q2: 19,103 shares 19,103 $1.39M 0.48% +973 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,967 shares; 2023Q4: 2,952 shares; 2024Q1: 2,886 shares; 2024Q2: 2,885 shares; 2024Q3: 2,883 shares; 2024Q4: 2,900 shares; 2025Q1: 2,887 shares; 2025Q2: 2,848 shares 2,848 $1.32M 0.45% -39 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,346 shares; 2023Q4: 1,331 shares; 2024Q1: 1,324 shares; 2024Q2: 1,342 shares; 2024Q3: 1,398 shares; 2024Q4: 1,436 shares; 2025Q1: 1,734 shares; 2025Q2: 1,783 shares 1,783 $1.32M 0.45% +49 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 978 shares; 2023Q4: 1,242 shares; 2024Q1: 1,451 shares; 2024Q2: 1,657 shares; 2024Q3: 1,753 shares; 2024Q4: 1,874 shares; 2025Q1: 2,100 shares; 2025Q2: 2,226 shares 2,226 $1.23M 0.42% +126 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; 2023Q3: 5,738 shares; 2023Q4: 5,542 shares; 2024Q1: 5,521 shares; 2024Q2: 5,355 shares; 2024Q3: 5,313 shares; 2024Q4: 5,410 shares; 2025Q1: 5,408 shares; 2025Q2: 5,178 shares 5,178 $1.23M 0.42% -230 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,181 shares; 2023Q4: 4,206 shares; 2024Q1: 4,240 shares; 2024Q2: 4,325 shares; 2024Q3: 4,389 shares; 2024Q4: 4,426 shares; 2025Q1: 4,439 shares; 2025Q2: 4,465 shares 4,465 $1.22M 0.42% +26 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,906 shares; 2024Q3: 36,654 shares; 2024Q4: 50,268 shares; 2025Q1: 60,188 shares; 2025Q2: 65,371 shares 65,371 $1.19M 0.41% +5,183 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 7,438 shares; 2024Q1: 9,788 shares; 2024Q2: 11,495 shares; 2024Q3: 14,618 shares; 2024Q4: 18,703 shares; 2025Q1: 21,210 shares; 2025Q2: 22,439 shares 22,439 $1.18M 0.4% +1,229 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,943 shares; 2023Q4: 5,063 shares; 2024Q1: 5,076 shares; 2024Q2: 5,084 shares; 2024Q3: 5,103 shares; 2024Q4: 5,090 shares; 2025Q1: 5,107 shares; 2025Q2: 5,025 shares 5,025 $1.14M 0.39% -82 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,312 shares; 2023Q4: 40,376 shares; 2024Q1: 36,531 shares; 2024Q2: 32,585 shares; 2024Q3: 30,983 shares; 2024Q4: 29,917 shares; 2025Q1: 28,771 shares; 2025Q2: 28,182 shares 28,182 $1.05M 0.36% -589 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,400 shares; 2023Q4: 3,462 shares; 2024Q1: 17,069 shares; 2024Q2: 16,985 shares; 2024Q3: 16,818 shares; 2024Q4: 16,706 shares; 2025Q1: 16,678 shares; 2025Q2: 16,521 shares 16,521 $1.02M 0.35% -157 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,555 shares; 2023Q4: 4,455 shares; 2024Q1: 3,794 shares; 2024Q2: 3,749 shares; 2024Q3: 3,693 shares; 2024Q4: 3,684 shares; 2025Q1: 3,654 shares; 2025Q2: 3,648 shares 3,648 $1.02M 0.35% -6 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,347 shares; 2023Q4: 32,656 shares; 2024Q1: 32,974 shares; 2024Q2: 34,049 shares; 2024Q3: 33,312 shares; 2024Q4: 34,377 shares; 2025Q1: 33,779 shares; 2025Q2: 34,194 shares 34,194 $1M 0.34% +415 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,173 shares; 2023Q4: 36,452 shares; 2024Q1: 32,900 shares; 2024Q2: 32,971 shares; 2024Q3: 32,696 shares; 2024Q4: 33,972 shares; 2025Q1: 34,113 shares; 2025Q2: 33,961 shares 33,961 $998K 0.34% -152 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,181 shares; 2023Q4: 5,123 shares; 2024Q1: 5,009 shares; 2024Q2: 4,690 shares; 2024Q3: 4,475 shares; 2024Q4: 4,355 shares; 2025Q1: 4,318 shares; 2025Q2: 4,265 shares 4,265 $993K 0.34% -53 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,150 shares; 2023Q4: 2,168 shares; 2024Q1: 2,173 shares; 2024Q2: 2,171 shares; 2024Q3: 2,182 shares; 2024Q4: 2,169 shares; 2025Q1: 2,140 shares; 2025Q2: 2,146 shares 2,146 $967K 0.33% +6 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; 2023Q3: 2,115 shares; 2023Q4: 2,115 shares; 2024Q1: 2,327 shares; 2024Q2: 2,124 shares; 2024Q3: 2,127 shares; 2024Q4: 4,382 shares; 2025Q1: 4,615 shares; 2025Q2: 4,668 shares 4,668 $955K 0.33% +53 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,957 shares; 2023Q4: 11,039 shares; 2024Q1: 11,661 shares; 2024Q2: 11,992 shares; 2024Q3: 12,526 shares; 2024Q4: 13,005 shares; 2025Q1: 13,287 shares; 2025Q2: 13,141 shares 13,141 $945K 0.32% -146 Timeline FORTY FORMULA SYSTEMS 1985 LTD More: the full row for FORMULA SYSTEMS 1985 LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,529 shares; 2023Q4: 7,624 shares; 2024Q1: 7,601 shares; 2024Q2: 7,578 shares; 2024Q3: 7,373 shares; 2024Q4: 7,258 shares; 2025Q1: 7,258 shares; 2025Q2: 7,288 shares 7,288 $931K 0.32% +30 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,686 shares; 2023Q4: 2,796 shares; 2024Q1: 2,830 shares; 2024Q2: 2,944 shares; 2024Q3: 2,975 shares; 2024Q4: 2,991 shares; 2025Q1: 2,907 shares; 2025Q2: 2,857 shares 2,857 $925K 0.32% -50 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; 2023Q3: 22,099 shares; 2023Q4: 22,691 shares; 2024Q1: 22,706 shares; 2024Q2: 22,807 shares; 2024Q3: 22,677 shares; 2024Q4: 22,862 shares; 2025Q1: 21,829 shares; 2025Q2: 21,010 shares 21,010 $911K 0.31% -819 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,601 shares; 2023Q4: 2,695 shares; 2024Q1: 2,813 shares; 2024Q2: 2,875 shares; 2024Q3: 2,952 shares; 2024Q4: 2,976 shares; 2025Q1: 3,018 shares; 2025Q2: 3,043 shares 3,043 $909K 0.31% +25 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,872 shares; 2023Q4: 2,872 shares; 2024Q1: 2,820 shares; 2024Q2: 2,912 shares; 2024Q3: 3,075 shares; 2024Q4: 3,238 shares; 2025Q1: 3,274 shares; 2025Q2: 3,294 shares 3,294 $898K 0.31% +20 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,800 shares; 2023Q4: 1,803 shares; 2024Q1: 1,716 shares; 2024Q2: 1,582 shares; 2024Q3: 1,584 shares; 2024Q4: 1,586 shares; 2025Q1: 1,588 shares; 2025Q2: 1,590 shares 1,590 $893K 0.31% +2 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,890 shares; 2023Q4: 18,932 shares; 2024Q1: 20,565 shares; 2024Q2: 22,665 shares; 2024Q3: 23,408 shares; 2024Q4: 23,251 shares; 2025Q1: 22,397 shares; 2025Q2: 22,042 shares 22,042 $888K 0.3% -355 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,575 shares; 2023Q4: 2,642 shares; 2024Q1: 2,663 shares; 2024Q2: 2,746 shares; 2024Q3: 5,631 shares; 2024Q4: 5,652 shares; 2025Q1: 5,439 shares; 2025Q2: 5,429 shares 5,429 $887K 0.3% -10 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,655 shares; 2023Q4: 2,791 shares; 2024Q1: 8,599 shares; 2024Q2: 8,485 shares; 2024Q3: 8,387 shares; 2024Q4: 8,271 shares; 2025Q1: 8,350 shares; 2025Q2: 8,985 shares 8,985 $879K 0.3% +635 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,887 shares; 2023Q4: 6,635 shares; 2024Q1: 6,370 shares; 2024Q2: 6,214 shares; 2024Q3: 6,154 shares; 2024Q4: 6,264 shares; 2025Q1: 6,307 shares; 2025Q2: 6,440 shares 6,440 $859K 0.29% +133 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,939 shares; 2023Q4: 3,960 shares; 2024Q1: 4,039 shares; 2024Q2: 8,431 shares; 2024Q3: 8,434 shares; 2024Q4: 8,454 shares; 2025Q1: 8,548 shares; 2025Q2: 8,595 shares 8,595 $849K 0.29% +47 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,445 shares; 2023Q4: 13,922 shares; 2024Q1: 13,853 shares; 2024Q2: 13,610 shares; 2024Q3: 13,885 shares; 2024Q4: 14,131 shares; 2025Q1: 14,450 shares; 2025Q2: 14,664 shares 14,664 $845K 0.29% +214 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,704 shares; 2023Q4: 9,050 shares; 2024Q1: 8,997 shares; 2024Q2: 9,121 shares; 2024Q3: 9,067 shares; 2024Q4: 9,167 shares; 2025Q1: 9,127 shares; 2025Q2: 9,393 shares 9,393 $840K 0.29% +266 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,862 shares; 2023Q4: 7,641 shares; 2024Q1: 7,567 shares; 2024Q2: 7,488 shares; 2024Q3: 7,425 shares; 2024Q4: 7,800 shares; 2025Q1: 7,799 shares; 2025Q2: 8,252 shares 8,252 $833K 0.29% +453 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,300 shares; 2023Q4: 6,436 shares; 2024Q1: 6,542 shares; 2024Q2: 6,150 shares; 2024Q3: 5,871 shares; 2024Q4: 5,862 shares; 2025Q1: 5,854 shares; 2025Q2: 5,866 shares 5,866 $798K 0.27% +12 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,433 shares; 2023Q4: 1,438 shares; 2024Q1: 1,343 shares; 2024Q2: 1,364 shares; 2024Q3: 1,324 shares; 2024Q4: 1,278 shares; 2025Q1: 1,281 shares; 2025Q2: 1,274 shares 1,274 $787K 0.27% -7 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,512 shares; 2023Q4: 6,550 shares; 2024Q1: 6,304 shares; 2024Q2: 6,109 shares; 2024Q3: 6,036 shares; 2024Q4: 6,008 shares; 2025Q1: 5,892 shares; 2025Q2: 5,852 shares 5,852 $775K 0.27% -40 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,250 shares; 2024Q1: 4,286 shares; 2024Q2: 4,288 shares; 2024Q3: 4,129 shares; 2024Q4: 4,117 shares; 2025Q1: 4,119 shares; 2025Q2: 4,088 shares 4,088 $761K 0.26% -31 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,296 shares; 2023Q4: 10,480 shares; 2024Q1: 11,473 shares; 2024Q2: 11,916 shares; 2024Q3: 12,063 shares; 2024Q4: 12,162 shares; 2025Q1: 12,130 shares; 2025Q2: 11,627 shares 11,627 $756K 0.26% -503 Timeline FTSL 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; 2023Q3: not reported; 2023Q4: 8,419 shares; 2024Q1: 12,370 shares; 2024Q2: 14,211 shares; 2024Q3: 14,538 shares; 2024Q4: 15,781 shares; 2025Q1: 16,227 shares; 2025Q2: 16,313 shares 16,313 $749K 0.26% +86 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,220 shares; 2023Q4: 12,978 shares; 2024Q1: 11,553 shares; 2024Q2: 10,359 shares; 2024Q3: 10,069 shares; 2024Q4: 10,064 shares; 2025Q1: 10,093 shares; 2025Q2: 10,087 shares 10,087 $735K 0.25% -6 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,404 shares; 2023Q4: 6,927 shares; 2024Q1: 6,795 shares; 2024Q2: 5,656 shares; 2024Q3: 5,536 shares; 2024Q4: 5,525 shares; 2025Q1: 5,096 shares; 2025Q2: 5,068 shares 5,068 $705K 0.24% -28 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,004 shares; 2023Q4: 11,136 shares; 2024Q1: 11,392 shares; 2024Q2: 11,588 shares; 2024Q3: 11,247 shares; 2024Q4: 10,824 shares; 2025Q1: 10,447 shares; 2025Q2: 10,283 shares 10,283 $693K 0.24% -164 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,660 shares; 2023Q4: 1,843 shares; 2024Q1: 1,821 shares; 2024Q2: 1,809 shares; 2024Q3: 1,812 shares; 2024Q4: 1,834 shares; 2025Q1: 1,783 shares; 2025Q2: 1,785 shares 1,785 $693K 0.24% +2 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,327 shares; 2023Q4: 2,357 shares; 2024Q1: 2,376 shares; 2024Q2: 2,378 shares; 2024Q3: 2,394 shares; 2024Q4: 2,347 shares; 2025Q1: 2,350 shares; 2025Q2: 2,329 shares 2,329 $683K 0.23% -21 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,267 shares; 2023Q4: 4,837 shares; 2024Q1: 4,890 shares; 2024Q2: 4,574 shares; 2024Q3: 4,649 shares; 2024Q4: 4,741 shares; 2025Q1: 4,732 shares; 2025Q2: 4,774 shares 4,774 $677K 0.23% +42 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,632 shares; 2023Q4: 4,242 shares; 2024Q1: 4,258 shares; 2024Q2: 4,235 shares; 2024Q3: 4,392 shares; 2024Q4: 4,377 shares; 2025Q1: 4,523 shares; 2025Q2: 4,582 shares 4,582 $669K 0.23% +59 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,035 shares; 2023Q4: 4,078 shares; 2024Q1: 4,534 shares; 2024Q2: 4,837 shares; 2024Q3: 5,399 shares; 2024Q4: 5,733 shares; 2025Q1: 6,816 shares; 2025Q2: 7,030 shares 7,030 $668K 0.23% +214 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,218 shares; 2023Q4: 3,286 shares; 2024Q1: 3,787 shares; 2024Q2: 4,326 shares; 2024Q3: 4,712 shares; 2024Q4: 4,848 shares; 2025Q1: 5,362 shares; 2025Q2: 5,635 shares 5,635 $665K 0.23% +273 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,225 shares; 2023Q4: 5,384 shares; 2024Q1: 5,688 shares; 2024Q2: 5,602 shares; 2024Q3: 5,774 shares; 2024Q4: 5,828 shares; 2025Q1: 5,878 shares; 2025Q2: 5,941 shares 5,941 $653K 0.22% +63 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,407 shares; 2023Q4: 8,432 shares; 2024Q1: 8,383 shares; 2024Q2: 8,146 shares; 2024Q3: 7,767 shares; 2024Q4: 7,786 shares; 2025Q1: 7,448 shares; 2025Q2: 14,874 shares 14,874 $625K 0.21% +7,426 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,213 shares; 2023Q4: 2,242 shares; 2024Q1: 2,312 shares; 2024Q2: 2,336 shares; 2024Q3: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,393 shares; 2025Q2: 2,282 shares 2,282 $608K 0.21% -111 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,589 shares; 2023Q4: 3,571 shares; 2024Q1: 3,573 shares; 2024Q2: 3,574 shares; 2024Q3: 3,592 shares; 2024Q4: 3,603 shares; 2025Q1: 3,632 shares; 2025Q2: 3,508 shares 3,508 $608K 0.21% -124 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,933 shares; 2025Q1: 21,880 shares; 2025Q2: 24,946 shares 24,946 $594K 0.2% +3,066 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,264 shares; 2025Q1: 2,019 shares; 2025Q2: 2,150 shares 2,150 $593K 0.2% +131 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,349 shares; 2023Q4: 6,467 shares; 2024Q1: 5,827 shares; 2024Q2: 5,099 shares; 2024Q3: 4,042 shares; 2024Q4: 3,251 shares; 2025Q1: 2,824 shares; 2025Q2: 2,821 shares 2,821 $591K 0.2% -3 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,106 shares; 2023Q4: 4,132 shares; 2024Q1: 4,097 shares; 2024Q2: 4,067 shares; 2024Q3: 3,977 shares; 2024Q4: 4,158 shares; 2025Q1: 4,046 shares; 2025Q2: 4,056 shares 4,056 $590K 0.2% +10 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,126 shares; 2023Q4: 5,286 shares; 2024Q1: 5,295 shares; 2024Q2: 4,550 shares; 2024Q3: 4,557 shares; 2024Q4: 4,501 shares; 2025Q1: 4,549 shares; 2025Q2: 4,547 shares 4,547 $588K 0.2% -2 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,134 shares; 2023Q4: 1,137 shares; 2024Q1: 1,186 shares; 2024Q2: 1,277 shares; 2024Q3: 1,328 shares; 2024Q4: 1,406 shares; 2025Q1: 1,532 shares; 2025Q2: 1,565 shares 1,565 $584K 0.2% +33 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,557 shares; 2023Q4: 6,600 shares; 2024Q1: 6,488 shares; 2024Q2: 6,216 shares; 2024Q3: 6,198 shares; 2024Q4: 6,229 shares; 2025Q1: 6,256 shares; 2025Q2: 6,290 shares 6,290 $576K 0.2% +34 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,884 shares; 2023Q4: 6,979 shares; 2024Q1: 7,500 shares; 2024Q2: 6,944 shares; 2024Q3: 7,479 shares; 2024Q4: 7,751 shares; 2025Q1: 7,845 shares; 2025Q2: 7,862 shares 7,862 $575K 0.2% +17 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; 2023Q3: 5,231 shares; 2023Q4: 5,237 shares; 2024Q1: 5,254 shares; 2024Q2: 5,237 shares; 2024Q3: 5,248 shares; 2024Q4: 5,094 shares; 2025Q1: 5,137 shares; 2025Q2: 5,024 shares 5,024 $572K 0.2% -113 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,746 shares; 2023Q4: 1,672 shares; 2024Q1: 1,676 shares; 2024Q2: 1,794 shares; 2024Q3: 1,872 shares; 2024Q4: 1,880 shares; 2025Q1: 1,877 shares; 2025Q2: 1,876 shares 1,876 $570K 0.2% -1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,320 shares; 2023Q4: 4,579 shares; 2024Q1: 4,753 shares; 2024Q2: 4,754 shares; 2024Q3: 4,817 shares; 2024Q4: 4,752 shares; 2025Q1: 4,348 shares; 2025Q2: 4,229 shares 4,229 $569K 0.19% -119 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,701 shares; 2023Q4: 9,676 shares; 2024Q1: 9,201 shares; 2024Q2: 9,427 shares; 2024Q3: 9,120 shares; 2024Q4: 9,636 shares; 2025Q1: 9,545 shares; 2025Q2: 10,058 shares 10,058 $568K 0.19% +513 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,105 shares; 2023Q4: 8,814 shares; 2024Q1: 8,815 shares; 2024Q2: 8,180 shares; 2024Q3: 8,180 shares; 2024Q4: 8,180 shares; 2025Q1: 8,181 shares; 2025Q2: 8,191 shares 8,191 $562K 0.19% +10 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 770 shares; 2023Q4: 807 shares; 2024Q1: 828 shares; 2024Q2: 864 shares; 2024Q3: 921 shares; 2024Q4: 953 shares; 2025Q1: 981 shares; 2025Q2: 986 shares 986 $558K 0.19% +5 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,053 shares; 2023Q4: 6,027 shares; 2024Q1: 6,000 shares; 2024Q2: 6,032 shares; 2024Q3: 6,062 shares; 2024Q4: 6,095 shares; 2025Q1: 6,095 shares; 2025Q2: 6,095 shares 6,095 $554K 0.19% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 645 shares; 2024Q2: 717 shares; 2024Q3: 753 shares; 2024Q4: 821 shares; 2025Q1: 935 shares; 2025Q2: 997 shares 997 $542K 0.19% +62 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,323 shares; 2024Q4: 1,954 shares; 2025Q1: 2,378 shares; 2025Q2: 2,152 shares 2,152 $527K 0.18% -226 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,058 shares; 2023Q4: 15,387 shares; 2024Q1: 14,205 shares; 2024Q2: 14,496 shares; 2024Q3: 16,445 shares; 2024Q4: 16,772 shares; 2025Q1: 17,817 shares; 2025Q2: 17,891 shares 17,891 $518K 0.18% +74 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,507 shares; 2023Q4: 5,772 shares; 2024Q1: 5,988 shares; 2024Q2: 6,188 shares; 2024Q3: 6,612 shares; 2024Q4: 6,318 shares; 2025Q1: 5,968 shares; 2025Q2: 6,500 shares 6,500 $515K 0.18% +532 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,935 shares; 2023Q4: 3,881 shares; 2024Q1: 4,027 shares; 2024Q2: 4,528 shares; 2024Q3: 4,839 shares; 2024Q4: 4,979 shares; 2025Q1: 5,177 shares; 2025Q2: 5,115 shares 5,115 $514K 0.18% -62 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,263 shares; 2023Q4: 2,351 shares; 2024Q1: 2,329 shares; 2024Q2: 2,334 shares; 2024Q3: 2,340 shares; 2024Q4: 2,346 shares; 2025Q1: 2,350 shares; 2025Q2: 2,355 shares 2,355 $508K 0.17% +5 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,600 shares; 2023Q4: 6,589 shares; 2024Q1: 7,405 shares; 2024Q2: 7,741 shares; 2024Q3: 7,719 shares; 2024Q4: 8,689 shares; 2025Q1: 8,943 shares; 2025Q2: 9,275 shares 9,275 $504K 0.17% +332 Timeline FDN 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; 2023Q3: 2,234 shares; 2023Q4: 2,227 shares; 2024Q1: 2,227 shares; 2024Q2: 2,076 shares; 2024Q3: 1,876 shares; 2024Q4: 1,867 shares; 2025Q1: 1,857 shares; 2025Q2: 1,846 shares 1,846 $497K 0.17% -11 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,366 shares; 2023Q4: 3,183 shares; 2024Q1: 2,783 shares; 2024Q2: 2,800 shares; 2024Q3: 2,815 shares; 2024Q4: 2,789 shares; 2025Q1: 2,719 shares; 2025Q2: 2,713 shares 2,713 $494K 0.17% -6 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,955 shares; 2024Q2: 3,733 shares; 2024Q3: 3,908 shares; 2024Q4: 13,390 shares; 2025Q1: 15,550 shares; 2025Q2: 18,261 shares 18,261 $484K 0.17% +2,711 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,399 shares; 2023Q4: 1,349 shares; 2024Q1: 1,349 shares; 2024Q2: 1,345 shares; 2024Q3: 1,345 shares; 2024Q4: 1,373 shares; 2025Q1: 1,487 shares; 2025Q2: 1,578 shares 1,578 $481K 0.16% +91 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,044 shares; 2023Q4: 11,892 shares; 2024Q1: 11,790 shares; 2024Q2: 11,653 shares; 2024Q3: 11,495 shares; 2024Q4: 9,677 shares; 2025Q1: 7,297 shares; 2025Q2: 6,311 shares 6,311 $470K 0.16% -986 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; 2023Q3: 21,779 shares; 2023Q4: 19,167 shares; 2024Q1: 14,190 shares; 2024Q2: 14,337 shares; 2024Q3: 46,200 shares; 2024Q4: 45,759 shares; 2025Q1: 43,553 shares; 2025Q2: 43,264 shares 43,264 $469K 0.16% -289 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; 2023Q3: 2,410 shares; 2023Q4: 2,364 shares; 2024Q1: 2,260 shares; 2024Q2: 1,801 shares; 2024Q3: 1,745 shares; 2024Q4: 1,757 shares; 2025Q1: 1,738 shares; 2025Q2: 1,653 shares 1,653 $466K 0.16% -85 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,723 shares; 2024Q1: not reported; 2024Q2: 1,522 shares; 2024Q3: 1,347 shares; 2024Q4: 1,447 shares; 2025Q1: 1,470 shares; 2025Q2: 1,776 shares 1,776 $457K 0.16% +306 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,708 shares; 2023Q4: 1,558 shares; 2024Q1: 1,080 shares; 2024Q2: 1,024 shares; 2024Q3: 1,026 shares; 2024Q4: 1,015 shares; 2025Q1: 1,030 shares; 2025Q2: 1,038 shares 1,038 $455K 0.16% +8 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,123 shares; 2024Q4: 4,157 shares; 2025Q1: 4,614 shares; 2025Q2: 4,904 shares 4,904 $450K 0.15% +290 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,979 shares; 2023Q4: 7,979 shares; 2024Q1: 7,154 shares; 2024Q2: 7,028 shares; 2024Q3: 6,509 shares; 2024Q4: 6,474 shares; 2025Q1: 6,391 shares; 2025Q2: 6,074 shares 6,074 $446K 0.15% -317 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,286 shares; 2023Q4: 3,359 shares; 2024Q1: 3,712 shares; 2024Q2: 3,790 shares; 2024Q3: 3,954 shares; 2024Q4: 4,015 shares; 2025Q1: 4,100 shares; 2025Q2: 4,215 shares 4,215 $445K 0.15% +115 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,695 shares; 2023Q4: 4,700 shares; 2024Q1: 4,653 shares; 2024Q2: 4,226 shares; 2024Q3: 4,142 shares; 2024Q4: 3,931 shares; 2025Q1: 3,501 shares; 2025Q2: 2,835 shares 2,835 $442K 0.15% -666 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,166 shares; 2023Q4: 13,825 shares; 2024Q1: 12,468 shares; 2024Q2: 10,829 shares; 2024Q3: 10,432 shares; 2024Q4: 9,581 shares; 2025Q1: 8,856 shares; 2025Q2: 8,347 shares 8,347 $432K 0.15% -509 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,534 shares; 2023Q4: 25,824 shares; 2024Q1: 25,611 shares; 2024Q2: 27,921 shares; 2024Q3: 30,334 shares; 2024Q4: 30,354 shares; 2025Q1: 38,790 shares; 2025Q2: 40,509 shares 40,509 $426K 0.15% +1,719 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,168 shares; 2024Q1: 3,492 shares; 2024Q2: 4,210 shares; 2024Q3: 4,343 shares; 2024Q4: 4,238 shares; 2025Q1: 4,245 shares; 2025Q2: 4,569 shares 4,569 $417K 0.14% +324 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,285 shares; 2025Q1: 12,285 shares; 2025Q2: 12,285 shares 12,285 $416K 0.14% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,471 shares; 2023Q4: 21,764 shares; 2024Q1: 19,111 shares; 2024Q2: 18,615 shares; 2024Q3: 17,079 shares; 2024Q4: 16,687 shares; 2025Q1: 16,272 shares; 2025Q2: 13,861 shares 13,861 $415K 0.14% -2,411 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,378 shares; 2023Q4: 4,378 shares; 2024Q1: 4,378 shares; 2024Q2: 4,363 shares; 2024Q3: 4,363 shares; 2024Q4: 4,233 shares; 2025Q1: 4,209 shares; 2025Q2: 3,989 shares 3,989 $415K 0.14% -220 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,888 shares; 2024Q2: 3,976 shares; 2024Q3: 4,179 shares; 2024Q4: 4,381 shares; 2025Q1: 4,381 shares; 2025Q2: 4,204 shares 4,204 $411K 0.14% -177 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,210 shares; 2023Q4: 6,121 shares; 2024Q1: 6,135 shares; 2024Q2: 5,908 shares; 2024Q3: 5,793 shares; 2024Q4: 5,853 shares; 2025Q1: 5,874 shares; 2025Q2: 5,819 shares 5,819 $404K 0.14% -55 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 6,813 shares; 2024Q1: 8,910 shares; 2024Q2: 9,980 shares; 2024Q3: 11,271 shares; 2024Q4: 10,868 shares; 2025Q1: 11,075 shares; 2025Q2: 10,920 shares 10,920 $390K 0.13% -155 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,849 shares; 2023Q4: 1,851 shares; 2024Q1: 1,770 shares; 2024Q2: 1,557 shares; 2024Q3: 1,529 shares; 2024Q4: 1,520 shares; 2025Q1: 1,493 shares; 2025Q2: 1,458 shares 1,458 $380K 0.13% -35 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 281 shares 281 $376K 0.13% +3 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,250 shares; 2023Q4: 12,945 shares; 2024Q1: 11,781 shares; 2024Q2: 11,235 shares; 2024Q3: 9,314 shares; 2024Q4: 8,662 shares; 2025Q1: 7,904 shares; 2025Q2: 7,591 shares 7,591 $375K 0.13% -313 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; 2023Q3: 3,189 shares; 2023Q4: 3,212 shares; 2024Q1: 3,158 shares; 2024Q2: 3,184 shares; 2024Q3: 3,173 shares; 2024Q4: 3,222 shares; 2025Q1: 3,241 shares; 2025Q2: 3,259 shares 3,259 $361K 0.12% +18 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,801 shares; 2023Q4: 2,804 shares; 2024Q1: 2,767 shares; 2024Q2: 2,761 shares; 2024Q3: 2,695 shares; 2024Q4: 2,666 shares; 2025Q1: 2,672 shares; 2025Q2: 2,679 shares 2,679 $354K 0.12% +7 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,782 shares; 2025Q1: 4,654 shares; 2025Q2: 4,677 shares 4,677 $350K 0.12% +23 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,529 shares; 2024Q2: not reported; 2024Q3: 1,680 shares; 2024Q4: 1,700 shares; 2025Q1: 1,687 shares; 2025Q2: 1,602 shares 1,602 $349K 0.12% -85 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 108 shares; 2024Q1: 120 shares; 2024Q2: 6,226 shares; 2024Q3: 6,527 shares; 2024Q4: 6,618 shares; 2025Q1: 6,618 shares; 2025Q2: 6,165 shares 6,165 $346K 0.12% -453 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,114 shares; 2023Q4: 2,118 shares; 2024Q1: 2,341 shares; 2024Q2: 2,533 shares; 2024Q3: 2,623 shares; 2024Q4: 2,614 shares; 2025Q1: 2,517 shares; 2025Q2: 2,511 shares 2,511 $335K 0.11% -6 Timeline FXO 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; 2023Q3: 5,830 shares; 2023Q4: 5,682 shares; 2024Q1: 5,744 shares; 2024Q2: 5,775 shares; 2024Q3: 5,804 shares; 2024Q4: 5,835 shares; 2025Q1: 5,859 shares; 2025Q2: 5,879 shares 5,879 $330K 0.11% +20 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 248 shares; 2023Q4: 250 shares; 2024Q1: 257 shares; 2024Q2: 252 shares; 2024Q3: 248 shares; 2024Q4: 244 shares; 2025Q1: 240 shares; 2025Q2: 3,600 shares 3,600 $324K 0.11% +3,360 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 502 shares; 2023Q4: 506 shares; 2024Q1: 535 shares; 2024Q2: 555 shares; 2024Q3: 564 shares; 2024Q4: 565 shares; 2025Q1: 560 shares; 2025Q2: 590 shares 590 $324K 0.11% +30 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,846 shares; 2025Q1: 2,075 shares; 2025Q2: 2,082 shares 2,082 $317K 0.11% +7 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,123 shares; 2023Q4: 8,543 shares; 2024Q1: 7,534 shares; 2024Q2: 6,262 shares; 2024Q3: 5,507 shares; 2024Q4: 5,365 shares; 2025Q1: 4,882 shares; 2025Q2: 4,329 shares 4,329 $308K 0.11% -553 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,258 shares; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares 1,258 $302K 0.1% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,561 shares; 2024Q2: 3,770 shares; 2024Q3: 3,803 shares; 2024Q4: 3,805 shares; 2025Q1: 3,456 shares; 2025Q2: 3,419 shares 3,419 $295K 0.1% -37 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,974 shares; 2023Q4: 14,779 shares; 2024Q1: 14,151 shares; 2024Q2: 14,029 shares; 2024Q3: 14,054 shares; 2024Q4: 14,194 shares; 2025Q1: 14,328 shares; 2025Q2: 14,998 shares 14,998 $293K 0.1% +670 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,825 shares; 2023Q4: 4,083 shares; 2024Q1: 4,050 shares; 2024Q2: 3,409 shares; 2024Q3: 3,447 shares; 2024Q4: 3,461 shares; 2025Q1: 3,461 shares; 2025Q2: 3,002 shares 3,002 $292K 0.1% -459 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,063 shares; 2023Q4: 4,699 shares; 2024Q1: 3,996 shares; 2024Q2: 3,986 shares; 2024Q3: 4,009 shares; 2024Q4: 4,049 shares; 2025Q1: 3,964 shares; 2025Q2: 4,164 shares 4,164 $292K 0.1% +200 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,453 shares; 2023Q4: 1,445 shares; 2024Q1: 1,405 shares; 2024Q2: 1,410 shares; 2024Q3: 1,430 shares; 2024Q4: 1,397 shares; 2025Q1: 1,381 shares; 2025Q2: 1,294 shares 1,294 $287K 0.1% -87 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,427 shares; 2023Q4: 1,429 shares; 2024Q1: 1,430 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 1,157 shares 1,157 $285K 0.1% +247 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 559 shares; 2023Q4: 576 shares; 2024Q1: 564 shares; 2024Q2: 517 shares; 2024Q3: 512 shares; 2024Q4: 476 shares; 2025Q1: 471 shares; 2025Q2: 455 shares 455 $282K 0.1% -16 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,813 shares; 2023Q4: 4,086 shares; 2024Q1: 2,873 shares; 2024Q2: 2,725 shares; 2024Q3: 2,650 shares; 2024Q4: 2,405 shares; 2025Q1: 2,360 shares; 2025Q2: 2,273 shares 2,273 $282K 0.1% -87 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,716 shares; 2025Q2: 4,736 shares 4,736 $278K 0.1% +20 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,170 shares; 2023Q4: 1,172 shares; 2024Q1: 1,185 shares; 2024Q2: 1,022 shares; 2024Q3: 1,011 shares; 2024Q4: 1,032 shares; 2025Q1: 1,033 shares; 2025Q2: 995 shares 995 $275K 0.09% -38 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; 2023Q3: 3,792 shares; 2023Q4: 3,802 shares; 2024Q1: 3,402 shares; 2024Q2: 3,169 shares; 2024Q3: 3,180 shares; 2024Q4: 3,142 shares; 2025Q1: 3,152 shares; 2025Q2: 2,723 shares 2,723 $273K 0.09% -429 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,369 shares; 2023Q4: 15,991 shares; 2024Q1: 13,697 shares; 2024Q2: 12,590 shares; 2024Q3: 12,159 shares; 2024Q4: 12,061 shares; 2025Q1: 11,964 shares; 2025Q2: 11,919 shares 11,919 $271K 0.09% -45 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; 2023Q3: 8,853 shares; 2023Q4: 8,962 shares; 2024Q1: 7,726 shares; 2024Q2: 7,364 shares; 2024Q3: 6,624 shares; 2024Q4: 6,073 shares; 2025Q1: 6,315 shares; 2025Q2: 6,343 shares 6,343 $271K 0.09% +28 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,054 shares; 2023Q4: 4,683 shares; 2024Q1: 4,262 shares; 2024Q2: 3,695 shares; 2024Q3: 2,942 shares; 2024Q4: 2,939 shares; 2025Q1: 2,689 shares; 2025Q2: 2,447 shares 2,447 $268K 0.09% -242 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; 2023Q3: 2,742 shares; 2023Q4: 2,649 shares; 2024Q1: 2,712 shares; 2024Q2: 2,851 shares; 2024Q3: 2,437 shares; 2024Q4: 2,659 shares; 2025Q1: 2,682 shares; 2025Q2: 2,779 shares 2,779 $268K 0.09% +97 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,478 shares; 2023Q4: 15,101 shares; 2024Q1: 15,147 shares; 2024Q2: 15,052 shares; 2024Q3: 14,807 shares; 2024Q4: 14,861 shares; 2025Q1: 14,629 shares; 2025Q2: 14,690 shares 14,690 $268K 0.09% +61 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; 2023Q3: 2,479 shares; 2023Q4: 2,575 shares; 2024Q1: 2,590 shares; 2024Q2: 2,606 shares; 2024Q3: 2,431 shares; 2024Q4: 2,276 shares; 2025Q1: 2,184 shares; 2025Q2: 2,199 shares 2,199 $267K 0.09% +15 Timeline FTSM 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; 2023Q3: 3,819 shares; 2023Q4: 3,555 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,044 shares; 2024Q4: 4,252 shares; 2025Q1: 4,271 shares; 2025Q2: 4,439 shares 4,439 $266K 0.09% +168 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,206 shares; 2023Q4: 2,260 shares; 2024Q1: 2,269 shares; 2024Q2: 2,444 shares; 2024Q3: 2,417 shares; 2024Q4: 2,429 shares; 2025Q1: 2,309 shares; 2025Q2: 2,189 shares 2,189 $261K 0.09% -120 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,263 shares; 2023Q4: 3,286 shares; 2024Q1: 3,160 shares; 2024Q2: 3,017 shares; 2024Q3: 2,952 shares; 2024Q4: 2,960 shares; 2025Q1: 2,858 shares; 2025Q2: 2,824 shares 2,824 $260K 0.09% -34 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 971 shares; 2023Q4: 974 shares; 2024Q1: 934 shares; 2024Q2: 934 shares; 2024Q3: 935 shares; 2024Q4: 937 shares; 2025Q1: 915 shares; 2025Q2: 876 shares 876 $250K 0.09% -39 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,938 shares; 2024Q1: 1,940 shares; 2024Q2: 1,942 shares; 2024Q3: 1,946 shares; 2024Q4: 1,949 shares; 2025Q1: 1,951 shares; 2025Q2: 1,853 shares 1,853 $248K 0.09% -98 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 747 shares; 2024Q1: not reported; 2024Q2: 571 shares; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 573 shares; 2025Q2: 574 shares 574 $244K 0.08% +1 Timeline FGD 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; 2023Q3: not reported; 2023Q4: 9,255 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,858 shares; 2024Q4: not reported; 2025Q1: 8,564 shares; 2025Q2: 8,694 shares 8,694 $239K 0.08% +130 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,427 shares; 2023Q4: 8,311 shares; 2024Q1: 7,718 shares; 2024Q2: not reported; 2024Q3: 6,633 shares; 2024Q4: not reported; 2025Q1: 6,740 shares; 2025Q2: 6,848 shares 6,848 $236K 0.08% +108 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 486 shares 486 $236K 0.08% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,930 shares; 2025Q1: 13,138 shares; 2025Q2: 13,230 shares 13,230 $236K 0.08% +92 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,182 shares; 2024Q1: 3,390 shares; 2024Q2: 3,475 shares; 2024Q3: 3,549 shares; 2024Q4: 3,562 shares; 2025Q1: 3,576 shares; 2025Q2: 3,532 shares 3,532 $227K 0.08% -44 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 470 shares; 2023Q4: 513 shares; 2024Q1: 520 shares; 2024Q2: 500 shares; 2024Q3: 573 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 573 shares 573 $222K 0.08% +10 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,196 shares; 2024Q2: 1,368 shares; 2024Q3: 1,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares 1,297 $216K 0.07% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,143 shares; 2024Q4: 1,147 shares; 2025Q1: not reported; 2025Q2: 1,152 shares 1,152 $211K 0.07% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,830 shares; 2023Q4: not reported; 2024Q1: 2,368 shares; 2024Q2: 2,370 shares; 2024Q3: 2,346 shares; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: 2,292 shares 2,292 $208K 0.07% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 498 shares; 2023Q4: 501 shares; 2024Q1: 464 shares; 2024Q2: not reported; 2024Q3: 426 shares; 2024Q4: 428 shares; 2025Q1: 415 shares; 2025Q2: 417 shares 417 $208K 0.07% +2 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,604 shares 2,604 $207K 0.07% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,648 shares; 2023Q4: 12,756 shares; 2024Q1: 12,609 shares; 2024Q2: 11,968 shares; 2024Q3: 12,076 shares; 2024Q4: 12,186 shares; 2025Q1: 12,298 shares; 2025Q2: 11,978 shares 11,978 $167K 0.06% -320 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,594 shares; 2023Q4: 18,930 shares; 2024Q1: 19,254 shares; 2024Q2: 19,010 shares; 2024Q3: 19,374 shares; 2024Q4: 19,720 shares; 2025Q1: 14,588 shares; 2025Q2: 14,334 shares 14,334 $158K 0.05% -254 Timeline