AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,258 shares; 2024Q4: 156,762 shares; 2025Q1: 173,527 shares; 2025Q2: 187,409 shares; 2025Q3: 195,008 shares; 2025Q4: 206,542 shares; 2026Q1: 210,908 shares; 2026Q2: 222,133 shares 222,133 $22M 7.96% +11,225 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: 64,254 shares; 2024Q4: 62,982 shares; 2025Q1: 61,437 shares; 2025Q2: 61,188 shares; 2025Q3: 61,252 shares; 2025Q4: 58,085 shares; 2026Q1: 59,213 shares; 2026Q2: 56,659 shares 56,659 $16.4M 5.94% -2,554 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,483 shares; 2024Q4: 263,132 shares; 2025Q1: 286,732 shares; 2025Q2: 286,808 shares; 2025Q3: 294,387 shares; 2025Q4: 295,392 shares; 2026Q1: 301,769 shares; 2026Q2: 306,523 shares 306,523 $14.1M 5.12% +4,754 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,441 shares; 2024Q4: 128,084 shares; 2025Q1: 132,494 shares; 2025Q2: 133,324 shares; 2025Q3: 133,383 shares; 2025Q4: 133,744 shares; 2026Q1: 131,508 shares; 2026Q2: 130,977 shares 130,977 $12.6M 4.58% -531 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: 29,097 shares; 2024Q4: 28,632 shares; 2025Q1: 27,820 shares; 2025Q2: 27,600 shares; 2025Q3: 27,372 shares; 2025Q4: 25,349 shares; 2026Q1: 25,990 shares; 2026Q2: 25,410 shares 25,410 $9.48M 3.43% -580 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; 2024Q3: 129,138 shares; 2024Q4: 123,967 shares; 2025Q1: 135,537 shares; 2025Q2: 176,768 shares; 2025Q3: 160,563 shares; 2025Q4: 160,787 shares; 2026Q1: 172,257 shares; 2026Q2: 175,937 shares 175,937 $8.9M 3.22% +3,680 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,586 shares; 2024Q4: 111,042 shares; 2025Q1: 131,064 shares; 2025Q2: 171,069 shares; 2025Q3: 153,756 shares; 2025Q4: 157,880 shares; 2026Q1: 162,070 shares; 2026Q2: 171,465 shares 171,465 $8.67M 3.14% +9,395 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: 59,865 shares; 2024Q4: 51,295 shares; 2025Q1: 48,785 shares; 2025Q2: 47,563 shares; 2025Q3: 46,249 shares; 2025Q4: 41,359 shares; 2026Q1: 38,540 shares; 2026Q2: 35,730 shares 35,730 $7.15M 2.59% -2,810 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: 21,505 shares; 2024Q4: 19,552 shares; 2025Q1: 19,302 shares; 2025Q2: 19,292 shares; 2025Q3: 19,097 shares; 2025Q4: 16,872 shares; 2026Q1: 18,238 shares; 2026Q2: 17,024 shares 17,024 $6.08M 2.2% -1,214 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: 18,332 shares; 2024Q4: 18,110 shares; 2025Q1: 17,768 shares; 2025Q2: 17,768 shares; 2025Q3: 17,598 shares; 2025Q4: 16,969 shares; 2026Q1: 17,390 shares; 2026Q2: 17,110 shares 17,110 $5.6M 2.03% -280 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,725 shares; 2024Q4: 114,290 shares; 2025Q1: 113,218 shares; 2025Q2: 110,878 shares; 2025Q3: 110,242 shares; 2025Q4: 109,702 shares; 2026Q1: 108,311 shares; 2026Q2: 107,193 shares 107,193 $4.36M 1.58% -1,118 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: 10,438 shares; 2024Q4: 10,150 shares; 2025Q1: 9,635 shares; 2025Q2: 9,610 shares; 2025Q3: 9,595 shares; 2025Q4: 8,995 shares; 2026Q1: 9,060 shares; 2026Q2: 8,697 shares 8,697 $4.35M 1.58% -363 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,865 shares; 2024Q4: 36,156 shares; 2025Q1: 36,031 shares; 2025Q2: 28,365 shares; 2025Q3: 28,440 shares; 2025Q4: 28,150 shares; 2026Q1: 28,325 shares; 2026Q2: 29,547 shares 29,547 $4.33M 1.57% +1,222 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: 17,941 shares; 2024Q4: 17,470 shares; 2025Q1: 16,762 shares; 2025Q2: 16,712 shares; 2025Q3: 16,422 shares; 2025Q4: 15,527 shares; 2026Q1: 16,408 shares; 2026Q2: 15,183 shares 15,183 $3.62M 1.31% -1,225 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,298 shares; 2024Q4: 12,596 shares; 2025Q1: 12,694 shares; 2025Q2: 11,609 shares; 2025Q3: 11,529 shares; 2025Q4: 11,524 shares; 2026Q1: 11,111 shares; 2026Q2: 10,131 shares 10,131 $3.58M 1.3% -980 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,883 shares; 2024Q4: 23,680 shares; 2025Q1: 23,590 shares; 2025Q2: 24,223 shares; 2025Q3: 24,488 shares; 2025Q4: 25,293 shares; 2026Q1: 25,591 shares; 2026Q2: 25,396 shares 25,396 $3.47M 1.26% -195 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,435 shares; 2024Q4: 23,688 shares; 2025Q1: 23,728 shares; 2025Q2: 23,049 shares; 2025Q3: 22,818 shares; 2025Q4: 23,195 shares; 2026Q1: 23,236 shares; 2026Q2: 22,973 shares 22,973 $3.41M 1.23% -263 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,846 shares; 2024Q4: 18,871 shares; 2025Q1: 18,541 shares; 2025Q2: 18,926 shares; 2025Q3: 18,976 shares; 2025Q4: 18,931 shares; 2026Q1: 18,991 shares; 2026Q2: 18,904 shares 18,904 $2.79M 1.01% -87 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,067 shares; 2024Q4: 32,847 shares; 2025Q1: 32,557 shares; 2025Q2: 32,937 shares; 2025Q3: 34,497 shares; 2025Q4: 35,482 shares; 2026Q1: 35,285 shares; 2026Q2: 35,044 shares 35,044 $2.7M 0.98% -241 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,395 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,135 shares; 2025Q3: 3,935 shares; 2025Q4: 3,685 shares; 2026Q1: 3,955 shares; 2026Q2: 3,705 shares 3,705 $2.68M 0.97% -250 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,074 shares; 2024Q4: 14,106 shares; 2025Q1: 13,931 shares; 2025Q2: 14,247 shares; 2025Q3: 14,311 shares; 2025Q4: 15,051 shares; 2026Q1: 15,029 shares; 2026Q2: 14,973 shares 14,973 $2.67M 0.97% -56 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: 11,628 shares; 2024Q4: 11,563 shares; 2025Q1: 11,513 shares; 2025Q2: 11,348 shares; 2025Q3: 11,393 shares; 2025Q4: 10,893 shares; 2026Q1: 11,466 shares; 2026Q2: 10,451 shares 10,451 $2.65M 0.96% -1,015 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: 1,867 shares; 2024Q4: 1,837 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,807 shares; 2025Q4: 1,799 shares; 2026Q1: 2,234 shares; 2026Q2: 2,149 shares 2,149 $2.58M 0.93% -85 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: 7,877 shares; 2024Q4: 7,777 shares; 2025Q1: 7,762 shares; 2025Q2: 7,762 shares; 2025Q3: 7,742 shares; 2025Q4: 7,542 shares; 2026Q1: 6,862 shares; 2026Q2: 6,812 shares 6,812 $2.51M 0.91% -50 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: 3,312 shares; 2024Q4: 3,264 shares; 2025Q1: 3,154 shares; 2025Q2: 2,874 shares; 2025Q3: 2,809 shares; 2025Q4: 2,714 shares; 2026Q1: 2,670 shares; 2026Q2: 2,356 shares 2,356 $2.51M 0.91% -314 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,961 shares; 2024Q4: 10,660 shares; 2025Q1: 10,565 shares; 2025Q2: 10,330 shares; 2025Q3: 10,173 shares; 2025Q4: 10,057 shares; 2026Q1: 9,557 shares; 2026Q2: 9,227 shares 9,227 $2.32M 0.84% -330 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,338 shares; 2024Q4: 34,468 shares; 2025Q1: 34,917 shares; 2025Q2: 35,942 shares; 2025Q3: 37,092 shares; 2025Q4: 37,457 shares; 2026Q1: 37,165 shares; 2026Q2: 36,960 shares 36,960 $2.32M 0.84% -205 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,753 shares; 2024Q4: 19,778 shares; 2025Q1: 19,373 shares; 2025Q2: 19,908 shares; 2025Q3: 19,995 shares; 2025Q4: 19,960 shares; 2026Q1: 19,830 shares; 2026Q2: 19,735 shares 19,735 $2.32M 0.84% -95 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: 2,961 shares; 2024Q4: 2,828 shares; 2025Q1: 2,665 shares; 2025Q2: 2,610 shares; 2025Q3: 2,595 shares; 2025Q4: 2,587 shares; 2026Q1: 2,594 shares; 2026Q2: 2,420 shares 2,420 $2.26M 0.82% -174 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: 7,230 shares; 2024Q4: 7,305 shares; 2025Q1: 6,750 shares; 2025Q2: 6,715 shares; 2025Q3: 6,415 shares; 2025Q4: 5,755 shares; 2026Q1: 6,286 shares; 2026Q2: 5,826 shares 5,826 $2.2M 0.8% -460 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: 17,877 shares; 2024Q4: 17,827 shares; 2025Q1: 18,477 shares; 2025Q2: 18,802 shares; 2025Q3: 18,802 shares; 2025Q4: 18,102 shares; 2026Q1: 18,802 shares; 2026Q2: 17,818 shares 17,818 $2.09M 0.76% -984 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 3,138 shares; 2025Q1: 3,108 shares; 2025Q2: 2,933 shares; 2025Q3: 2,939 shares; 2025Q4: 2,939 shares; 2026Q1: 2,906 shares; 2026Q2: 2,902 shares 2,902 $2.04M 0.74% -4 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,981 shares; 2024Q4: 33,890 shares; 2025Q1: 33,565 shares; 2025Q2: 32,525 shares; 2025Q3: 30,925 shares; 2025Q4: 30,675 shares; 2026Q1: 30,025 shares; 2026Q2: 29,275 shares 29,275 $2M 0.73% -750 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,620 shares; 2024Q4: 16,055 shares; 2025Q1: 14,755 shares; 2025Q2: 14,080 shares; 2025Q3: 13,805 shares; 2025Q4: 13,880 shares; 2026Q1: 14,380 shares; 2026Q2: 14,280 shares 14,280 $1.99M 0.72% -100 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,810 shares; 2024Q4: 4,810 shares; 2025Q1: 4,810 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares; 2026Q1: 4,810 shares; 2026Q2: 4,760 shares 4,760 $1.95M 0.71% -50 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,941 shares; 2024Q4: 7,838 shares; 2025Q1: 7,777 shares; 2025Q2: 8,044 shares; 2025Q3: 8,327 shares; 2025Q4: 8,521 shares; 2026Q1: 8,484 shares; 2026Q2: 8,359 shares 8,359 $1.9M 0.69% -125 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,713 shares; 2025Q3: 1,713 shares; 2025Q4: 1,200 shares; 2026Q1: 1,588 shares; 2026Q2: 1,570 shares 1,570 $1.81M 0.66% -18 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 2,196 shares; 2025Q1: 2,154 shares; 2025Q2: 2,184 shares; 2025Q3: 2,276 shares; 2025Q4: 2,339 shares; 2026Q1: 2,361 shares; 2026Q2: 2,358 shares 2,358 $1.77M 0.64% -3 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,945 shares; 2024Q4: 7,770 shares; 2025Q1: 7,595 shares; 2025Q2: 7,295 shares; 2025Q3: 7,295 shares; 2025Q4: 7,145 shares; 2026Q1: 7,295 shares; 2026Q2: 7,270 shares 7,270 $1.73M 0.63% -25 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,945 shares; 2024Q4: 17,578 shares; 2025Q1: 17,428 shares; 2025Q2: 17,428 shares; 2025Q3: 17,428 shares; 2025Q4: 17,368 shares; 2026Q1: 17,468 shares; 2026Q2: 17,468 shares 17,468 $1.59M 0.58% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,122 shares; 2024Q4: 13,585 shares; 2025Q1: 12,381 shares; 2025Q2: 11,824 shares; 2025Q3: 11,785 shares; 2025Q4: 11,855 shares; 2026Q1: 11,765 shares; 2026Q2: 11,062 shares 11,062 $1.52M 0.55% -703 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,688 shares; 2024Q4: 15,163 shares; 2025Q1: 16,798 shares; 2025Q2: 17,653 shares; 2025Q3: 18,028 shares; 2025Q4: 18,063 shares; 2026Q1: 17,893 shares; 2026Q2: 17,838 shares 17,838 $1.48M 0.54% -55 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: 5,060 shares; 2024Q4: 4,889 shares; 2025Q1: 4,809 shares; 2025Q2: 4,860 shares; 2025Q3: 4,809 shares; 2025Q4: 4,509 shares; 2026Q1: 4,593 shares; 2026Q2: 4,268 shares 4,268 $1.46M 0.53% -325 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,919 shares; 2026Q2: 3,899 shares 3,899 $1.44M 0.52% -20 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,459 shares; 2026Q2: 19,534 shares 19,534 $1.43M 0.52% +75 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,725 shares; 2024Q4: 5,675 shares; 2025Q1: 6,025 shares; 2025Q2: 5,775 shares; 2025Q3: 5,675 shares; 2025Q4: 5,475 shares; 2026Q1: 5,625 shares; 2026Q2: 5,575 shares 5,575 $1.42M 0.52% -50 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,463 shares; 2025Q3: 7,463 shares; 2025Q4: 7,083 shares; 2026Q1: 7,112 shares; 2026Q2: 7,008 shares 7,008 $1.41M 0.51% -104 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,325 shares; 2024Q4: 17,325 shares; 2025Q1: 17,325 shares; 2025Q2: 16,600 shares; 2025Q3: 16,157 shares; 2025Q4: 15,982 shares; 2026Q1: 15,207 shares; 2026Q2: 15,007 shares 15,007 $1.4M 0.51% -200 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: 9,690 shares; 2024Q4: 9,876 shares; 2025Q1: 9,826 shares; 2025Q2: 10,026 shares; 2025Q3: 9,755 shares; 2025Q4: 9,580 shares; 2026Q1: 9,520 shares; 2026Q2: 8,755 shares 8,755 $1.37M 0.5% -765 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612 shares; 2024Q4: 1,567 shares; 2025Q1: 1,510 shares; 2025Q2: 1,560 shares; 2025Q3: 1,584 shares; 2025Q4: 1,439 shares; 2026Q1: 1,499 shares; 2026Q2: 1,336 shares 1,336 $1.35M 0.49% -163 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,223 shares; 2024Q4: 18,667 shares; 2025Q1: 18,667 shares; 2025Q2: 18,457 shares; 2025Q3: 18,456 shares; 2025Q4: 18,376 shares; 2026Q1: 46,476 shares; 2026Q2: 46,145 shares 46,145 $1.34M 0.48% -331 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,928 shares; 2024Q4: 6,993 shares; 2025Q1: 5,993 shares; 2025Q2: 6,093 shares; 2025Q3: 6,093 shares; 2025Q4: 6,093 shares; 2026Q1: 5,993 shares; 2026Q2: 5,743 shares 5,743 $1.27M 0.46% -250 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,699 shares; 2024Q4: 7,789 shares; 2025Q1: 7,666 shares; 2025Q2: 6,906 shares; 2025Q3: 6,773 shares; 2025Q4: 6,506 shares; 2026Q1: 6,706 shares; 2026Q2: 6,616 shares 6,616 $1.26M 0.45% -90 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 537 shares; 2025Q1: 522 shares; 2025Q2: 502 shares; 2025Q3: 482 shares; 2025Q4: 422 shares; 2026Q1: 459 shares; 2026Q2: 4,040 shares 4,040 $1.22M 0.44% +3,581 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,070 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 4,035 shares; 2025Q3: 4,034 shares; 2025Q4: 4,034 shares; 2026Q1: 4,034 shares; 2026Q2: 3,959 shares 3,959 $1.15M 0.42% -75 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: 11,954 shares; 2024Q4: 11,848 shares; 2025Q1: 11,438 shares; 2025Q2: 11,564 shares; 2025Q3: 11,373 shares; 2025Q4: 10,558 shares; 2026Q1: 10,678 shares; 2026Q2: 10,178 shares 10,178 $1.15M 0.42% -500 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,514 shares; 2024Q4: 33,991 shares; 2025Q1: 40,916 shares; 2025Q2: 46,387 shares; 2025Q3: 46,386 shares; 2025Q4: 46,836 shares; 2026Q1: 47,836 shares; 2026Q2: 47,836 shares 47,836 $1.14M 0.41% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,746 shares; 2024Q4: 1,721 shares; 2025Q1: 1,671 shares; 2025Q2: 1,689 shares; 2025Q3: 1,673 shares; 2025Q4: 1,576 shares; 2026Q1: 1,586 shares; 2026Q2: 1,559 shares 1,559 $1.11M 0.4% -27 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,383 shares; 2024Q4: 11,384 shares; 2025Q1: 11,344 shares; 2025Q2: 11,344 shares; 2025Q3: 16,845 shares; 2025Q4: 11,085 shares; 2026Q1: 10,710 shares; 2026Q2: 10,610 shares 10,610 $1.1M 0.4% -100 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 794 shares; 2025Q3: 990 shares; 2025Q4: 935 shares; 2026Q1: 930 shares; 2026Q2: 890 shares 890 $1.05M 0.38% -40 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,671 shares; 2025Q3: 1,721 shares; 2025Q4: 1,360 shares; 2026Q1: 1,816 shares; 2026Q2: 1,776 shares 1,776 $1.03M 0.37% -40 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: 3,174 shares; 2024Q4: 3,109 shares; 2025Q1: 3,054 shares; 2025Q2: 3,104 shares; 2025Q3: 3,133 shares; 2025Q4: 2,870 shares; 2026Q1: 2,845 shares; 2026Q2: 2,705 shares 2,705 $1.01M 0.37% -140 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,856 shares; 2024Q4: 26,456 shares; 2025Q1: 33,456 shares; 2025Q2: 38,956 shares; 2025Q3: 39,356 shares; 2025Q4: 39,806 shares; 2026Q1: 41,456 shares; 2026Q2: 41,456 shares 41,456 $985K 0.36% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,411 shares; 2024Q4: 20,360 shares; 2025Q1: 18,960 shares; 2025Q2: 18,286 shares; 2025Q3: 18,285 shares; 2025Q4: 18,285 shares; 2026Q1: 18,165 shares; 2026Q2: 18,165 shares 18,165 $966K 0.35% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,881 shares; 2024Q4: 2,821 shares; 2025Q1: 2,746 shares; 2025Q2: 2,751 shares; 2025Q3: 2,766 shares; 2025Q4: 2,661 shares; 2026Q1: 2,761 shares; 2026Q2: 2,726 shares 2,726 $962K 0.35% -35 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,335 shares; 2024Q4: 19,835 shares; 2025Q1: 22,035 shares; 2025Q2: 21,485 shares; 2025Q3: 20,335 shares; 2025Q4: 20,335 shares; 2026Q1: 20,085 shares; 2026Q2: 20,085 shares 20,085 $927K 0.34% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,072 shares; 2025Q1: 2,175 shares; 2025Q2: 2,254 shares; 2025Q3: 2,278 shares; 2025Q4: 4,744 shares; 2026Q1: 4,784 shares; 2026Q2: 4,619 shares 4,619 $922K 0.33% -165 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: 8,514 shares; 2024Q4: 8,394 shares; 2025Q1: 7,929 shares; 2025Q2: 7,249 shares; 2025Q3: 7,249 shares; 2025Q4: 6,824 shares; 2026Q1: 6,492 shares; 2026Q2: 6,492 shares 6,492 $834K 0.3% 0 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: 4,084 shares; 2024Q4: 3,985 shares; 2025Q1: 3,957 shares; 2025Q2: 3,942 shares; 2025Q3: 3,856 shares; 2025Q4: 3,646 shares; 2026Q1: 3,495 shares; 2026Q2: 3,245 shares 3,245 $806K 0.29% -250 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: 14,475 shares; 2024Q4: 14,400 shares; 2025Q1: 13,990 shares; 2025Q2: 15,100 shares; 2025Q3: 14,825 shares; 2025Q4: 13,825 shares; 2026Q1: 13,875 shares; 2026Q2: 14,035 shares 14,035 $800K 0.29% +160 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 2,379 shares; 2025Q1: 2,240 shares; 2025Q2: 2,266 shares; 2025Q3: 2,231 shares; 2025Q4: 2,071 shares; 2026Q1: 2,236 shares; 2026Q2: 2,156 shares 2,156 $799K 0.29% -80 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: 16,054 shares; 2024Q4: 15,979 shares; 2025Q1: 15,929 shares; 2025Q2: 15,929 shares; 2025Q3: 44,319 shares; 2025Q4: 44,044 shares; 2026Q1: 44,107 shares; 2026Q2: 38,242 shares 38,242 $792K 0.29% -5,865 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: 2,924 shares; 2024Q4: 2,859 shares; 2025Q1: 2,669 shares; 2025Q2: 2,393 shares; 2025Q3: 2,282 shares; 2025Q4: 2,031 shares; 2026Q1: 1,874 shares; 2026Q2: 1,894 shares 1,894 $788K 0.29% +20 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,155 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,090 shares; 2026Q1: 3,230 shares; 2026Q2: 3,230 shares 3,230 $767K 0.28% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,973 shares; 2024Q4: 9,823 shares; 2025Q1: 9,698 shares; 2025Q2: 9,748 shares; 2025Q3: 9,698 shares; 2025Q4: 9,548 shares; 2026Q1: 9,203 shares; 2026Q2: 8,418 shares 8,418 $764K 0.28% -785 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 3,009 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 5,555 shares; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares; 2026Q2: 2,412 shares 2,412 $725K 0.26% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,222 shares; 2025Q4: 2,022 shares; 2026Q1: 2,032 shares; 2026Q2: 2,032 shares 2,032 $711K 0.26% 0 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: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,165 shares; 2025Q2: 1,155 shares; 2025Q3: 1,145 shares; 2025Q4: 1,155 shares; 2026Q1: 1,097 shares; 2026Q2: 1,097 shares 1,097 $696K 0.25% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,776 shares; 2024Q4: 19,492 shares; 2025Q1: 19,492 shares; 2025Q2: 19,332 shares; 2025Q3: 19,332 shares; 2025Q4: 19,332 shares; 2026Q1: 19,192 shares; 2026Q2: 19,127 shares 19,127 $691K 0.25% -65 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,588 shares; 2024Q4: 11,512 shares; 2025Q1: 11,462 shares; 2025Q2: 11,248 shares; 2025Q3: 10,722 shares; 2025Q4: 10,562 shares; 2026Q1: 10,762 shares; 2026Q2: 10,662 shares 10,662 $687K 0.25% -100 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,660 shares; 2024Q4: 8,660 shares; 2025Q1: 7,600 shares; 2025Q2: 21,260 shares; 2025Q3: 8,418 shares; 2025Q4: 8,318 shares; 2026Q1: 8,318 shares; 2026Q2: 8,618 shares 8,618 $671K 0.24% +300 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: 4,967 shares; 2024Q4: 4,982 shares; 2025Q1: 4,857 shares; 2025Q2: 4,212 shares; 2025Q3: 4,247 shares; 2025Q4: 3,997 shares; 2026Q1: 4,247 shares; 2026Q2: 4,117 shares 4,117 $671K 0.24% -130 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,257 shares; 2024Q4: 6,157 shares; 2025Q1: 6,107 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 6,095 shares; 2026Q1: 6,095 shares; 2026Q2: 6,095 shares 6,095 $667K 0.24% 0 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: 1,199 shares; 2024Q4: 1,170 shares; 2025Q1: 1,220 shares; 2025Q2: 1,190 shares; 2025Q3: 1,147 shares; 2025Q4: 10,025 shares; 2026Q1: 10,525 shares; 2026Q2: 9,100 shares 9,100 $650K 0.24% -1,425 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,021 shares; 2024Q4: 3,821 shares; 2025Q1: 3,621 shares; 2025Q2: 3,496 shares; 2025Q3: 3,481 shares; 2025Q4: 2,894 shares; 2026Q1: 3,394 shares; 2026Q2: 3,069 shares 3,069 $642K 0.23% -325 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,451 shares; 2024Q4: 2,284 shares; 2025Q1: 2,224 shares; 2025Q2: 2,044 shares; 2025Q3: 1,934 shares; 2025Q4: 1,819 shares; 2026Q1: 1,919 shares; 2026Q2: 1,868 shares 1,868 $632K 0.23% -51 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares; 2026Q1: 1,510 shares; 2026Q2: 1,280 shares 1,280 $628K 0.23% -230 Timeline SPSB 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: 16,460 shares; 2024Q4: 16,210 shares; 2025Q1: 13,510 shares; 2025Q2: 21,510 shares; 2025Q3: 20,250 shares; 2025Q4: 20,250 shares; 2026Q1: 20,250 shares; 2026Q2: 20,250 shares 20,250 $608K 0.22% 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; 2024Q3: 2,197 shares; 2024Q4: 2,192 shares; 2025Q1: 2,293 shares; 2025Q2: 2,288 shares; 2025Q3: 1,788 shares; 2025Q4: 1,738 shares; 2026Q1: 1,743 shares; 2026Q2: 1,528 shares 1,528 $608K 0.22% -215 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,945 shares; 2024Q4: 4,420 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,185 shares; 2026Q2: 4,185 shares 4,185 $599K 0.22% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,985 shares; 2025Q1: 1,825 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,940 shares; 2026Q1: 1,980 shares; 2026Q2: 2,004 shares 2,004 $597K 0.22% +24 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 2,051 shares; 2025Q1: 2,151 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,021 shares; 2026Q1: 2,206 shares; 2026Q2: 2,206 shares 2,206 $596K 0.22% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,640 shares 1,640 $581K 0.21% 0 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: 2,319 shares; 2024Q4: 2,279 shares; 2025Q1: 2,169 shares; 2025Q2: 2,119 shares; 2025Q3: 2,082 shares; 2025Q4: 2,017 shares; 2026Q1: 2,082 shares; 2026Q2: 2,117 shares 2,117 $576K 0.21% +35 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,715 shares; 2025Q1: 4,015 shares; 2025Q2: 7,115 shares; 2025Q3: 7,115 shares; 2025Q4: 7,015 shares; 2026Q1: 6,890 shares; 2026Q2: 6,890 shares 6,890 $568K 0.21% 0 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,225 shares; 2024Q4: 8,225 shares; 2025Q1: 8,225 shares; 2025Q2: 8,225 shares; 2025Q3: 8,225 shares; 2025Q4: 8,225 shares; 2026Q1: 8,225 shares; 2026Q2: 8,025 shares 8,025 $564K 0.2% -200 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,932 shares; 2025Q3: 1,931 shares; 2025Q4: 1,816 shares; 2026Q1: 1,906 shares; 2026Q2: 1,756 shares 1,756 $550K 0.2% -150 Timeline IMSR TERRESTRIAL ENERGY INC More: the full row for TERRESTRIAL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,995 shares; 2026Q1: 75,995 shares; 2026Q2: 75,995 shares 75,995 $538K 0.19% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,905 shares; 2024Q4: 9,905 shares; 2025Q1: 9,905 shares; 2025Q2: 9,355 shares; 2025Q3: 9,355 shares; 2025Q4: 9,355 shares; 2026Q1: 9,125 shares; 2026Q2: 8,955 shares 8,955 $535K 0.19% -170 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,058 shares; 2024Q4: 6,058 shares; 2025Q1: 5,958 shares; 2025Q2: 6,083 shares; 2025Q3: 6,083 shares; 2025Q4: 5,903 shares; 2026Q1: 6,033 shares; 2026Q2: 5,723 shares 5,723 $525K 0.19% -310 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: 3,959 shares; 2024Q4: 3,869 shares; 2025Q1: 3,874 shares; 2025Q2: 4,315 shares; 2025Q3: 4,164 shares; 2025Q4: 3,749 shares; 2026Q1: 3,599 shares; 2026Q2: 3,484 shares 3,484 $511K 0.19% -115 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 645 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 615 shares; 2026Q1: 640 shares; 2026Q2: 648 shares 648 $490K 0.18% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $481K 0.17% 0 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: 6,262 shares; 2024Q4: 6,198 shares; 2025Q1: 6,198 shares; 2025Q2: 6,323 shares; 2025Q3: 6,323 shares; 2025Q4: 5,823 shares; 2026Q1: 6,498 shares; 2026Q2: 5,903 shares 5,903 $480K 0.17% -595 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: 5,535 shares; 2024Q4: 4,510 shares; 2025Q1: 4,470 shares; 2025Q2: 4,565 shares; 2025Q3: 4,565 shares; 2025Q4: 4,577 shares; 2026Q1: 5,456 shares; 2026Q2: 4,857 shares 4,857 $467K 0.17% -599 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,868 shares; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,716 shares; 2025Q3: 3,691 shares; 2025Q4: 3,421 shares; 2026Q1: 3,741 shares; 2026Q2: 3,410 shares 3,410 $462K 0.17% -331 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: 1,740 shares; 2024Q4: 1,735 shares; 2025Q1: 1,695 shares; 2025Q2: 1,780 shares; 2025Q3: 1,680 shares; 2025Q4: 1,530 shares; 2026Q1: 1,680 shares; 2026Q2: 1,605 shares 1,605 $451K 0.16% -75 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 832 shares; 2026Q1: 902 shares; 2026Q2: 862 shares 862 $447K 0.16% -40 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: 4,373 shares; 2024Q4: 4,373 shares; 2025Q1: 4,323 shares; 2025Q2: 3,940 shares; 2025Q3: 3,940 shares; 2025Q4: 3,740 shares; 2026Q1: 3,820 shares; 2026Q2: 3,520 shares 3,520 $446K 0.16% -300 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,775 shares; 2024Q4: 4,774 shares; 2025Q1: 4,524 shares; 2025Q2: 4,173 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares; 2026Q1: 4,097 shares; 2026Q2: 4,067 shares 4,067 $444K 0.16% -30 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 1,070 shares; 2026Q2: 1,020 shares 1,020 $442K 0.16% -50 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,873 shares; 2024Q4: 15,746 shares; 2025Q1: 15,746 shares; 2025Q2: 15,746 shares; 2025Q3: 15,746 shares; 2025Q4: 15,746 shares; 2026Q1: 15,476 shares; 2026Q2: 15,411 shares 15,411 $427K 0.15% -65 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 465 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 430 shares; 2025Q4: 305 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $421K 0.15% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,385 shares; 2026Q1: 1,435 shares; 2026Q2: 1,270 shares 1,270 $419K 0.15% -165 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 5,846 shares; 2025Q3: 5,846 shares; 2025Q4: 5,746 shares; 2026Q1: 5,846 shares; 2026Q2: 5,696 shares 5,696 $418K 0.15% -150 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,652 shares; 2024Q4: 3,652 shares; 2025Q1: 3,392 shares; 2025Q2: 3,492 shares; 2025Q3: 3,415 shares; 2025Q4: 3,385 shares; 2026Q1: 3,285 shares; 2026Q2: 2,865 shares 2,865 $414K 0.15% -420 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: 827 shares; 2024Q4: 837 shares; 2025Q1: 817 shares; 2025Q2: 792 shares; 2025Q3: 834 shares; 2025Q4: 724 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $410K 0.15% 0 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: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,119 shares; 2025Q4: 1,044 shares; 2026Q1: 1,119 shares; 2026Q2: 1,119 shares 1,119 $405K 0.15% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 445 shares; 2026Q1: 513 shares; 2026Q2: 533 shares 533 $404K 0.15% +20 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,130 shares; 2024Q4: 9,130 shares; 2025Q1: 9,130 shares; 2025Q2: 9,130 shares; 2025Q3: 9,130 shares; 2025Q4: 9,130 shares; 2026Q1: 8,880 shares; 2026Q2: 8,780 shares 8,780 $399K 0.14% -100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,685 shares; 2024Q4: 9,985 shares; 2025Q1: 9,060 shares; 2025Q2: 8,460 shares; 2025Q3: 8,410 shares; 2025Q4: 8,410 shares; 2026Q1: 8,410 shares; 2026Q2: 8,360 shares 8,360 $397K 0.14% -50 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,875 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,250 shares; 2026Q1: 7,663 shares; 2026Q2: 6,913 shares 6,913 $390K 0.14% -750 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: 5,475 shares; 2024Q4: 5,645 shares; 2025Q1: 4,895 shares; 2025Q2: 4,895 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares; 2026Q1: 4,995 shares; 2026Q2: 4,995 shares 4,995 $385K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 886 shares 886 $382K 0.14% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 584 shares 584 $373K 0.14% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 12,810 shares; 2025Q1: 12,560 shares; 2025Q2: 12,560 shares; 2025Q3: 12,360 shares; 2025Q4: 12,360 shares; 2026Q1: 12,360 shares; 2026Q2: 12,360 shares 12,360 $364K 0.13% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 935 shares 935 $360K 0.13% -125 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 880 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 805 shares; 2025Q4: 790 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $359K 0.13% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,625 shares; 2024Q4: 8,775 shares; 2025Q1: 8,775 shares; 2025Q2: 8,775 shares; 2025Q3: 8,775 shares; 2025Q4: 8,675 shares; 2026Q1: 8,563 shares; 2026Q2: 8,463 shares 8,463 $350K 0.13% -100 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 875 shares; 2026Q1: 975 shares; 2026Q2: 925 shares 925 $347K 0.13% -50 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,245 shares; 2025Q1: 1,239 shares; 2025Q2: 1,235 shares; 2025Q3: 1,251 shares; 2025Q4: 1,166 shares; 2026Q1: 1,167 shares; 2026Q2: 1,168 shares 1,168 $343K 0.12% +1 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 3,750 shares; 2025Q1: 4,750 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 4,150 shares; 2026Q2: 4,150 shares 4,150 $341K 0.12% 0 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; 2024Q3: 1,760 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,550 shares; 2026Q1: 1,750 shares; 2026Q2: 1,450 shares 1,450 $338K 0.12% -300 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 3,365 shares; 2025Q1: 3,450 shares; 2025Q2: 3,500 shares; 2025Q3: 3,250 shares; 2025Q4: 2,930 shares; 2026Q1: 3,230 shares; 2026Q2: 3,230 shares 3,230 $330K 0.12% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $330K 0.12% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 340 shares; 2025Q4: 315 shares; 2026Q1: 328 shares; 2026Q2: 338 shares 338 $325K 0.12% +10 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; 2024Q3: 9,260 shares; 2024Q4: 9,047 shares; 2025Q1: 7,174 shares; 2025Q2: 6,486 shares; 2025Q3: 6,300 shares; 2025Q4: 6,030 shares; 2026Q1: 5,370 shares; 2026Q2: 5,195 shares 5,195 $322K 0.12% -175 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967 shares; 2024Q4: 945 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 865 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $321K 0.12% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,956 shares; 2024Q4: 5,809 shares; 2025Q1: 5,684 shares; 2025Q2: 5,179 shares; 2025Q3: 12,357 shares; 2025Q4: 10,529 shares; 2026Q1: 7,954 shares; 2026Q2: 7,554 shares 7,554 $320K 0.12% -400 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,860 shares; 2025Q1: 1,960 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $319K 0.12% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: 4,042 shares; 2025Q1: 3,957 shares; 2025Q2: 3,807 shares; 2025Q3: 3,782 shares; 2025Q4: 3,782 shares; 2026Q1: 3,757 shares; 2026Q2: 3,607 shares 3,607 $317K 0.11% -150 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 623 shares; 2026Q2: 623 shares 623 $309K 0.11% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,665 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares; 2026Q2: 1,585 shares 1,585 $309K 0.11% -100 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,133 shares; 2026Q1: 1,388 shares; 2026Q2: 1,423 shares 1,423 $303K 0.11% +35 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: 7,335 shares; 2024Q4: 7,235 shares; 2025Q1: 6,935 shares; 2025Q2: 3,910 shares; 2025Q3: 4,085 shares; 2025Q4: 3,760 shares; 2026Q1: 3,960 shares; 2026Q2: 3,860 shares 3,860 $295K 0.11% -100 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 262 shares; 2025Q4: 247 shares; 2026Q1: 255 shares; 2026Q2: 245 shares 245 $293K 0.11% -10 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: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $290K 0.11% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,762 shares; 2024Q4: 3,877 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,539 shares; 2025Q4: 3,414 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $290K 0.11% 0 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: 587 shares; 2024Q4: 587 shares; 2025Q1: 552 shares; 2025Q2: 519 shares; 2025Q3: 563 shares; 2025Q4: 478 shares; 2026Q1: 603 shares; 2026Q2: 563 shares 563 $282K 0.1% -40 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: 1,855 shares; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,855 shares; 2025Q3: 1,880 shares; 2025Q4: 1,820 shares; 2026Q1: 1,905 shares; 2026Q2: 1,705 shares 1,705 $281K 0.1% -200 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,225 shares 6,225 $281K 0.1% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,725 shares; 2024Q4: 6,725 shares; 2025Q1: 6,725 shares; 2025Q2: 7,275 shares; 2025Q3: 6,975 shares; 2025Q4: 6,675 shares; 2026Q1: 6,875 shares; 2026Q2: 5,975 shares 5,975 $279K 0.1% -900 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares; 2026Q2: 575 shares 575 $278K 0.1% -85 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,824 shares; 2025Q2: 2,824 shares; 2025Q3: 2,824 shares; 2025Q4: 2,824 shares; 2026Q1: 2,824 shares; 2026Q2: 2,824 shares 2,824 $272K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,402 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,197 shares; 2026Q2: 2,122 shares 2,122 $268K 0.1% -75 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,690 shares; 2026Q1: 2,940 shares; 2026Q2: 2,895 shares 2,895 $267K 0.1% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,849 shares; 2025Q4: 2,849 shares; 2026Q1: 2,749 shares; 2026Q2: 2,520 shares 2,520 $261K 0.09% -229 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,435 shares; 2024Q4: 2,435 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,260 shares; 2026Q2: 2,210 shares 2,210 $261K 0.09% -50 Timeline SLYV 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: 2,356 shares; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares; 2026Q2: 2,356 shares 2,356 $257K 0.09% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: 7,020 shares; 2025Q1: 7,020 shares; 2025Q2: 7,020 shares; 2025Q3: 7,020 shares; 2025Q4: 7,020 shares; 2026Q1: 4,420 shares; 2026Q2: 4,420 shares 4,420 $255K 0.09% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,697 shares; 2025Q1: 1,645 shares; 2025Q2: 1,525 shares; 2025Q3: 1,400 shares; 2025Q4: 1,150 shares; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $254K 0.09% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,225 shares; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares; 2025Q4: 10,450 shares; 2026Q1: 10,450 shares; 2026Q2: 10,450 shares 10,450 $252K 0.09% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,981 shares; 2025Q3: 1,981 shares; 2025Q4: 1,940 shares; 2026Q1: 1,840 shares; 2026Q2: 1,715 shares 1,715 $251K 0.09% -125 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,388 shares; 2024Q4: 15,388 shares; 2025Q1: 15,388 shares; 2025Q2: 15,388 shares; 2025Q3: 15,388 shares; 2025Q4: 15,388 shares; 2026Q1: 15,388 shares; 2026Q2: 15,388 shares 15,388 $251K 0.09% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,855 shares; 2024Q4: 2,905 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 3,095 shares; 2025Q4: 2,745 shares; 2026Q1: 2,255 shares; 2026Q2: 2,255 shares 2,255 $248K 0.09% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: not reported; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares; 2026Q2: 3,875 shares 3,875 $244K 0.09% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,210 shares; 2024Q4: 4,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares; 2026Q2: 3,550 shares 3,550 $243K 0.09% 0 Timeline JNK 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $241K 0.09% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,944 shares; 2024Q4: 11,594 shares; 2025Q1: 11,034 shares; 2025Q2: 10,534 shares; 2025Q3: 12,284 shares; 2025Q4: 9,910 shares; 2026Q1: 9,910 shares; 2026Q2: 9,810 shares 9,810 $241K 0.09% -100 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 480 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 459 shares; 2026Q2: 425 shares 425 $239K 0.09% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $239K 0.09% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 989 shares; 2025Q3: 888 shares; 2025Q4: 832 shares; 2026Q1: 888 shares; 2026Q2: 838 shares 838 $235K 0.09% -50 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 4,245 shares; 2025Q1: 4,260 shares; 2025Q2: 4,225 shares; 2025Q3: 4,175 shares; 2025Q4: 3,755 shares; 2026Q1: 3,575 shares; 2026Q2: 3,500 shares 3,500 $234K 0.08% -75 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 752 shares; 2026Q1: 837 shares; 2026Q2: 737 shares 737 $232K 0.08% -100 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,705 shares; 2025Q4: 1,725 shares; 2026Q1: not reported; 2026Q2: 1,480 shares 1,480 $229K 0.08% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,410 shares 1,410 $229K 0.08% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,071 shares; 2024Q4: 4,031 shares; 2025Q1: 4,031 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,796 shares; 2026Q1: 4,021 shares; 2026Q2: 3,961 shares 3,961 $228K 0.08% -60 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares; 2026Q2: 4,550 shares 4,550 $227K 0.08% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $227K 0.08% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,550 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $226K 0.08% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233 shares 233 $225K 0.08% new 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: 751 shares; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 655 shares 655 $223K 0.08% -60 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 48 shares; 2026Q2: 1,230 shares 1,230 $219K 0.08% +1,182 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 795 shares; 2025Q1: 810 shares; 2025Q2: 860 shares; 2025Q3: 825 shares; 2025Q4: not reported; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $217K 0.08% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,318 shares; 2026Q2: 1,418 shares 1,418 $215K 0.08% +100 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 961 shares; 2024Q4: 956 shares; 2025Q1: 976 shares; 2025Q2: 993 shares; 2025Q3: 1,008 shares; 2025Q4: 907 shares; 2026Q1: 962 shares; 2026Q2: 822 shares 822 $215K 0.08% -140 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,850 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares; 2026Q2: 2,475 shares 2,475 $214K 0.08% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,333 shares; 2024Q4: 8,333 shares; 2025Q1: 8,333 shares; 2025Q2: 8,033 shares; 2025Q3: 8,033 shares; 2025Q4: 8,033 shares; 2026Q1: 7,533 shares; 2026Q2: 7,533 shares 7,533 $212K 0.08% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD 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: 1,356 shares; 2025Q4: 1,356 shares; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares 1,356 $210K 0.08% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,542 shares; 2026Q1: 1,554 shares; 2026Q2: 1,554 shares 1,554 $210K 0.08% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares; 2026Q1: 1,305 shares; 2026Q2: 1,105 shares 1,105 $207K 0.07% -200 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 3,159 shares; 2025Q1: 3,159 shares; 2025Q2: 3,124 shares; 2025Q3: 2,999 shares; 2025Q4: 2,949 shares; 2026Q1: 2,999 shares; 2026Q2: 2,857 shares 2,857 $205K 0.07% -142 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $202K 0.07% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,185 shares 1,185 $201K 0.07% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,469 shares; 2025Q3: 1,428 shares; 2025Q4: 1,435 shares; 2026Q1: not reported; 2026Q2: 268 shares 268 $201K 0.07% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $200K 0.07% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: not reported; 2026Q1: 797 shares; 2026Q2: 732 shares 732 $198K 0.07% -65 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,089 shares; 2024Q4: 3,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,633 shares; 2026Q2: 2,633 shares 2,633 $196K 0.07% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,899 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,549 shares; 2025Q4: 2,374 shares; 2026Q1: not reported; 2026Q2: 2,299 shares 2,299 $195K 0.07% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,295 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,080 shares; 2026Q1: 2,326 shares; 2026Q2: 2,026 shares 2,026 $194K 0.07% -300 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,162 shares; 2025Q1: 1,837 shares; 2025Q2: 1,737 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,532 shares; 2026Q2: 1,432 shares 1,432 $194K 0.07% -100 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; 2024Q3: 2,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,646 shares; 2026Q1: 2,646 shares; 2026Q2: 2,646 shares 2,646 $193K 0.07% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares; 2026Q2: 59 shares 59 $189K 0.07% +4 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 1,705 shares; 2026Q2: 1,555 shares 1,555 $187K 0.07% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 435 shares 435 $185K 0.07% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 144 shares 144 $184K 0.07% -10 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $183K 0.07% new Timeline