AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,445 shares; 2024Q4: 272,014 shares; 2025Q1: 271,700 shares; 2025Q2: 265,830 shares; 2025Q3: 262,608 shares; 2025Q4: 255,638 shares; 2026Q1: 254,829 shares; 2026Q2: 252,416 shares 252,416 $73M 6.08% -2,413 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: 146,577 shares; 2024Q4: 151,183 shares; 2025Q1: 152,144 shares; 2025Q2: 150,177 shares; 2025Q3: 150,986 shares; 2025Q4: 149,520 shares; 2026Q1: 167,072 shares; 2026Q2: 167,600 shares 167,600 $62.5M 5.2% +528 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: 94,880 shares; 2024Q4: 112,291 shares; 2025Q1: 113,548 shares; 2025Q2: 116,564 shares; 2025Q3: 117,387 shares; 2025Q4: 116,122 shares; 2026Q1: 129,260 shares; 2026Q2: 130,295 shares 130,295 $46.6M 3.88% +1,035 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: 28,725 shares; 2024Q4: 28,404 shares; 2025Q1: 28,364 shares; 2025Q2: 27,886 shares; 2025Q3: 27,472 shares; 2025Q4: 26,951 shares; 2026Q1: 32,100 shares; 2026Q2: 32,277 shares 32,277 $38.7M 3.22% +177 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: 137,283 shares; 2024Q4: 144,774 shares; 2025Q1: 148,110 shares; 2025Q2: 151,728 shares; 2025Q3: 157,378 shares; 2025Q4: 155,355 shares; 2026Q1: 168,538 shares; 2026Q2: 171,834 shares 171,834 $34.4M 2.86% +3,296 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: 101,833 shares; 2024Q4: 101,897 shares; 2025Q1: 101,917 shares; 2025Q2: 99,002 shares; 2025Q3: 99,309 shares; 2025Q4: 97,135 shares; 2026Q1: 96,228 shares; 2026Q2: 95,364 shares 95,364 $31.2M 2.6% -864 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,306 shares; 2024Q4: 67,932 shares; 2025Q1: 68,663 shares; 2025Q2: 69,660 shares; 2025Q3: 71,288 shares; 2025Q4: 71,137 shares; 2026Q1: 78,053 shares; 2026Q2: 78,094 shares 78,094 $26.6M 2.22% +41 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: 83,559 shares; 2024Q4: 86,248 shares; 2025Q1: 88,141 shares; 2025Q2: 88,103 shares; 2025Q3: 89,043 shares; 2025Q4: 89,401 shares; 2026Q1: 98,434 shares; 2026Q2: 99,830 shares 99,830 $23.8M 1.98% +1,396 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: 41,096 shares; 2024Q4: 52,590 shares; 2025Q1: 51,758 shares; 2025Q2: 50,081 shares; 2025Q3: 49,361 shares; 2025Q4: 49,833 shares; 2026Q1: 67,559 shares; 2026Q2: 67,186 shares 67,186 $23.7M 1.98% -373 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: 31,884 shares; 2024Q4: 32,206 shares; 2025Q1: 32,460 shares; 2025Q2: 33,713 shares; 2025Q3: 37,692 shares; 2025Q4: 37,656 shares; 2026Q1: 37,391 shares; 2026Q2: 37,083 shares 37,083 $21.5M 1.79% -308 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160,283 shares; 2025Q3: 174,793 shares; 2025Q4: 181,072 shares; 2026Q1: 180,729 shares; 2026Q2: 188,122 shares 188,122 $21.2M 1.77% +7,393 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,248 shares; 2025Q3: 135,350 shares; 2025Q4: 149,628 shares; 2026Q1: 168,051 shares; 2026Q2: 200,115 shares 200,115 $20.4M 1.69% +32,064 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: 111,943 shares; 2024Q4: 112,063 shares; 2025Q1: 113,416 shares; 2025Q2: 113,225 shares; 2025Q3: 113,857 shares; 2025Q4: 113,678 shares; 2026Q1: 112,956 shares; 2026Q2: 114,140 shares 114,140 $16.7M 1.39% +1,184 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,280 shares; 2024Q4: 80,558 shares; 2025Q1: 78,306 shares; 2025Q2: 75,897 shares; 2025Q3: 75,155 shares; 2025Q4: 73,277 shares; 2026Q1: 71,582 shares; 2026Q2: 70,713 shares 70,713 $16M 1.34% -869 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,733 shares; 2025Q3: 91,057 shares; 2025Q4: 100,294 shares; 2026Q1: 114,116 shares; 2026Q2: 121,816 shares 121,816 $15.2M 1.26% +7,700 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: 10,491 shares; 2024Q4: 11,491 shares; 2025Q1: 11,491 shares; 2025Q2: 12,641 shares; 2025Q3: 13,254 shares; 2025Q4: 13,462 shares; 2026Q1: 13,320 shares; 2026Q2: 13,719 shares 13,719 $14.6M 1.22% +399 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: 114,799 shares; 2024Q4: 122,807 shares; 2025Q1: 125,150 shares; 2025Q2: 124,078 shares; 2025Q3: 124,848 shares; 2025Q4: 125,046 shares; 2026Q1: 122,462 shares; 2026Q2: 121,115 shares 121,115 $14.2M 1.18% -1,347 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: 18,891 shares; 2024Q4: 21,614 shares; 2025Q1: 21,664 shares; 2025Q2: 21,691 shares; 2025Q3: 21,702 shares; 2025Q4: 21,622 shares; 2026Q1: 21,541 shares; 2026Q2: 22,291 shares 22,291 $14.1M 1.18% +750 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: 18,249 shares; 2024Q4: 20,258 shares; 2025Q1: 21,838 shares; 2025Q2: 27,189 shares; 2025Q3: 28,571 shares; 2025Q4: 28,957 shares; 2026Q1: 32,456 shares; 2026Q2: 34,067 shares 34,067 $12.9M 1.07% +1,611 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: 86,418 shares; 2024Q4: 86,467 shares; 2025Q1: 86,619 shares; 2025Q2: 86,670 shares; 2025Q3: 85,893 shares; 2025Q4: 84,788 shares; 2026Q1: 84,175 shares; 2026Q2: 85,020 shares 85,020 $12.5M 1.04% +845 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: 40,737 shares; 2024Q4: 44,208 shares; 2025Q1: 45,280 shares; 2025Q2: 45,568 shares; 2025Q3: 47,130 shares; 2025Q4: 47,412 shares; 2026Q1: 47,407 shares; 2026Q2: 48,360 shares 48,360 $12.3M 1.02% +953 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,128 shares; 2024Q4: 71,892 shares; 2025Q1: 71,992 shares; 2025Q2: 72,379 shares; 2025Q3: 72,896 shares; 2025Q4: 72,079 shares; 2026Q1: 72,538 shares; 2026Q2: 73,030 shares 73,030 $12.1M 1.01% +492 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: 42,532 shares; 2024Q4: 42,515 shares; 2025Q1: 42,460 shares; 2025Q2: 42,549 shares; 2025Q3: 42,587 shares; 2025Q4: 43,534 shares; 2026Q1: 43,440 shares; 2026Q2: 44,986 shares 44,986 $11.3M 0.94% +1,546 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,718 shares; 2025Q3: 5,676 shares; 2025Q4: 5,956 shares; 2026Q1: 31,266 shares; 2026Q2: 50,149 shares 50,149 $10.9M 0.91% +18,883 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: 27,187 shares; 2024Q4: 29,527 shares; 2025Q1: 28,995 shares; 2025Q2: 28,719 shares; 2025Q3: 28,594 shares; 2025Q4: 28,301 shares; 2026Q1: 28,055 shares; 2026Q2: 28,993 shares 28,993 $10.5M 0.87% +938 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: 23,165 shares; 2024Q4: 23,674 shares; 2025Q1: 23,954 shares; 2025Q2: 24,378 shares; 2025Q3: 24,585 shares; 2025Q4: 25,288 shares; 2026Q1: 29,427 shares; 2026Q2: 29,057 shares 29,057 $10.2M 0.85% -370 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: 36,395 shares; 2024Q4: 37,039 shares; 2025Q1: 37,235 shares; 2025Q2: 37,307 shares; 2025Q3: 37,526 shares; 2025Q4: 37,193 shares; 2026Q1: 37,196 shares; 2026Q2: 37,429 shares 37,429 $10.1M 0.84% +233 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: 73,564 shares; 2024Q4: 79,030 shares; 2025Q1: 76,694 shares; 2025Q2: 75,042 shares; 2025Q3: 73,791 shares; 2025Q4: 73,350 shares; 2026Q1: 72,838 shares; 2026Q2: 72,892 shares 72,892 $9.37M 0.78% +54 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: 47,205 shares; 2024Q4: 47,597 shares; 2025Q1: 47,342 shares; 2025Q2: 46,696 shares; 2025Q3: 46,702 shares; 2025Q4: 46,474 shares; 2026Q1: 46,512 shares; 2026Q2: 48,810 shares 48,810 $9.02M 0.75% +2,298 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: 11,101 shares; 2024Q4: 11,575 shares; 2025Q1: 12,185 shares; 2025Q2: 12,510 shares; 2025Q3: 12,845 shares; 2025Q4: 13,091 shares; 2026Q1: 17,129 shares; 2026Q2: 17,421 shares 17,421 $8.95M 0.74% +292 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: 8,272 shares; 2024Q4: 8,582 shares; 2025Q1: 8,635 shares; 2025Q2: 8,800 shares; 2025Q3: 8,903 shares; 2025Q4: 8,946 shares; 2026Q1: 9,160 shares; 2026Q2: 9,341 shares 9,341 $8.74M 0.73% +181 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: 8,162 shares; 2024Q4: 8,778 shares; 2025Q1: 9,133 shares; 2025Q2: 9,228 shares; 2025Q3: 9,453 shares; 2025Q4: 10,158 shares; 2026Q1: 15,456 shares; 2026Q2: 15,469 shares 15,469 $8.71M 0.73% +13 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,346 shares; 2024Q4: 9,670 shares; 2025Q1: 13,067 shares; 2025Q2: 11,075 shares; 2025Q3: 11,120 shares; 2025Q4: 10,962 shares; 2026Q1: 11,008 shares; 2026Q2: 11,567 shares 11,567 $8.52M 0.71% +559 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: 31,014 shares; 2024Q4: 30,835 shares; 2025Q1: 31,128 shares; 2025Q2: 30,338 shares; 2025Q3: 30,739 shares; 2025Q4: 29,941 shares; 2026Q1: 26,918 shares; 2026Q2: 26,920 shares 26,920 $8.47M 0.71% +2 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: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 7,768 shares; 2026Q2: 7,280 shares 7,280 $8.4M 0.7% -488 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: 92,628 shares; 2024Q4: 94,051 shares; 2025Q1: 94,524 shares; 2025Q2: 94,011 shares; 2025Q3: 94,749 shares; 2025Q4: 95,319 shares; 2026Q1: 95,323 shares; 2026Q2: 102,612 shares 102,612 $8.34M 0.69% +7,289 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: 36,312 shares; 2024Q4: 35,964 shares; 2025Q1: 37,308 shares; 2025Q2: 39,210 shares; 2025Q3: 40,382 shares; 2025Q4: 41,605 shares; 2026Q1: 42,053 shares; 2026Q2: 43,133 shares 43,133 $8.18M 0.68% +1,080 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: 16,409 shares; 2024Q4: 16,959 shares; 2025Q1: 17,009 shares; 2025Q2: 16,989 shares; 2025Q3: 17,589 shares; 2025Q4: 16,814 shares; 2026Q1: 23,779 shares; 2026Q2: 23,641 shares 23,641 $8.11M 0.68% -138 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,539 shares; 2025Q3: 8,408 shares; 2025Q4: 12,546 shares; 2026Q1: 14,527 shares; 2026Q2: 89,822 shares 89,822 $7.74M 0.64% +75,295 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,531 shares; 2024Q4: 18,824 shares; 2025Q1: 19,355 shares; 2025Q2: 18,573 shares; 2025Q3: 18,621 shares; 2025Q4: 19,702 shares; 2026Q1: 19,159 shares; 2026Q2: 19,427 shares 19,427 $7.72M 0.64% +268 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: 15,945 shares; 2024Q4: 16,355 shares; 2025Q1: 16,446 shares; 2025Q2: 16,028 shares; 2025Q3: 16,279 shares; 2025Q4: 17,283 shares; 2026Q1: 17,445 shares; 2026Q2: 17,718 shares 17,718 $7.55M 0.63% +273 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: 30,317 shares; 2024Q4: 30,492 shares; 2025Q1: 31,295 shares; 2025Q2: 31,866 shares; 2025Q3: 31,852 shares; 2025Q4: 32,339 shares; 2026Q1: 32,523 shares; 2026Q2: 33,519 shares 33,519 $7.39M 0.62% +996 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: 10,183 shares; 2024Q4: 10,183 shares; 2025Q1: 10,158 shares; 2025Q2: 9,759 shares; 2025Q3: 9,664 shares; 2025Q4: 9,627 shares; 2026Q1: 9,588 shares; 2026Q2: 9,497 shares 9,497 $7.18M 0.6% -91 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: 20,740 shares; 2025Q2: 20,740 shares; 2025Q3: 20,205 shares; 2025Q4: 19,620 shares; 2026Q1: 17,975 shares; 2026Q2: 16,082 shares 16,082 $6.97M 0.58% -1,893 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: 54,881 shares; 2024Q4: 53,889 shares; 2025Q1: 52,739 shares; 2025Q2: 52,118 shares; 2025Q3: 51,102 shares; 2025Q4: 50,061 shares; 2026Q1: 49,664 shares; 2026Q2: 50,583 shares 50,583 $6.85M 0.57% +919 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,147 shares; 2025Q3: 23,126 shares; 2025Q4: 22,772 shares; 2026Q1: 22,683 shares; 2026Q2: 22,434 shares 22,434 $6.74M 0.56% -249 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: 64,960 shares; 2024Q4: 64,380 shares; 2025Q1: 68,081 shares; 2025Q2: 68,872 shares; 2025Q3: 70,288 shares; 2025Q4: 69,645 shares; 2026Q1: 71,264 shares; 2026Q2: 73,454 shares 73,454 $6.45M 0.54% +2,190 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,988 shares; 2024Q4: 11,003 shares; 2025Q1: 11,006 shares; 2025Q2: 11,153 shares; 2025Q3: 11,260 shares; 2025Q4: 11,457 shares; 2026Q1: 11,477 shares; 2026Q2: 11,989 shares 11,989 $6.11M 0.51% +512 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: 38,338 shares; 2024Q4: 46,679 shares; 2025Q1: 47,140 shares; 2025Q2: 47,935 shares; 2025Q3: 158,750 shares; 2025Q4: 103,227 shares; 2026Q1: 103,846 shares; 2026Q2: 104,987 shares 104,987 $6.05M 0.5% +1,141 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: 13,282 shares; 2024Q4: 14,951 shares; 2025Q1: 15,077 shares; 2025Q2: 14,656 shares; 2025Q3: 15,123 shares; 2025Q4: 15,063 shares; 2026Q1: 15,371 shares; 2026Q2: 16,487 shares 16,487 $5.84M 0.49% +1,116 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: 2,728 shares; 2024Q4: 3,861 shares; 2025Q1: 4,027 shares; 2025Q2: 3,991 shares; 2025Q3: 4,603 shares; 2025Q4: 7,230 shares; 2026Q1: 8,125 shares; 2026Q2: 8,476 shares 8,476 $5.82M 0.48% +351 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: 72,723 shares; 2024Q4: 72,859 shares; 2025Q1: 73,513 shares; 2025Q2: 74,008 shares; 2025Q3: 74,269 shares; 2025Q4: 67,737 shares; 2026Q1: 65,753 shares; 2026Q2: 62,740 shares 62,740 $5.69M 0.47% -3,013 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: 23,469 shares; 2024Q4: 24,459 shares; 2025Q1: 24,655 shares; 2025Q2: 25,058 shares; 2025Q3: 25,294 shares; 2025Q4: 24,894 shares; 2026Q1: 24,966 shares; 2026Q2: 25,367 shares 25,367 $5.3M 0.44% +401 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: 108,138 shares; 2024Q4: 90,383 shares; 2025Q1: 38,111 shares; 2025Q2: 38,786 shares; 2025Q3: 40,306 shares; 2025Q4: 38,169 shares; 2026Q1: 38,194 shares; 2026Q2: 37,887 shares 37,887 $5.29M 0.44% -307 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: 16,689 shares; 2024Q4: 16,578 shares; 2025Q1: 17,853 shares; 2025Q2: 17,386 shares; 2025Q3: 17,324 shares; 2025Q4: 16,960 shares; 2026Q1: 17,279 shares; 2026Q2: 18,716 shares 18,716 $5.26M 0.44% +1,437 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,059 shares; 2024Q4: 36,121 shares; 2025Q1: 35,101 shares; 2025Q2: 29,039 shares; 2025Q3: 28,598 shares; 2025Q4: 27,752 shares; 2026Q1: 27,572 shares; 2026Q2: 27,502 shares 27,502 $5.24M 0.44% -70 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: 2,038 shares; 2024Q4: 1,988 shares; 2025Q1: 1,843 shares; 2025Q2: 2,001 shares; 2025Q3: 1,982 shares; 2025Q4: 1,840 shares; 2026Q1: 1,621 shares; 2026Q2: 16,775 shares 16,775 $5.06M 0.42% +15,154 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: 11,696 shares; 2024Q4: 11,696 shares; 2025Q1: 11,786 shares; 2025Q2: 11,786 shares; 2025Q3: 11,761 shares; 2025Q4: 11,761 shares; 2026Q1: 14,884 shares; 2026Q2: 14,894 shares 14,894 $5.04M 0.42% +10 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,067 shares; 2024Q4: 52,067 shares; 2025Q1: 52,067 shares; 2025Q2: 52,067 shares; 2025Q3: 47,811 shares; 2025Q4: 46,503 shares; 2026Q1: 46,414 shares; 2026Q2: 45,661 shares 45,661 $5.04M 0.42% -753 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,185 shares; 2025Q3: 127,385 shares; 2025Q4: 127,385 shares; 2026Q1: 127,385 shares; 2026Q2: 127,385 shares 127,385 $4.68M 0.39% 0 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: 27,400 shares; 2024Q4: 27,316 shares; 2025Q1: 34,953 shares; 2025Q2: 34,591 shares; 2025Q3: 36,073 shares; 2025Q4: 36,121 shares; 2026Q1: 36,045 shares; 2026Q2: 36,950 shares 36,950 $4.68M 0.39% +905 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: 82,314 shares; 2024Q4: 79,010 shares; 2025Q1: 57,724 shares; 2025Q2: 55,787 shares; 2025Q3: 53,793 shares; 2025Q4: 51,474 shares; 2026Q1: 50,564 shares; 2026Q2: 50,128 shares 50,128 $4.57M 0.38% -436 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,504 shares; 2024Q4: 17,233 shares; 2025Q1: 17,873 shares; 2025Q2: 22,892 shares; 2025Q3: 24,748 shares; 2025Q4: 26,602 shares; 2026Q1: 27,409 shares; 2026Q2: 31,257 shares 31,257 $4.37M 0.36% +3,848 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: 15,683 shares; 2024Q4: 15,656 shares; 2025Q1: 15,700 shares; 2025Q2: 15,927 shares; 2025Q3: 15,944 shares; 2025Q4: 15,790 shares; 2026Q1: 15,792 shares; 2026Q2: 16,013 shares 16,013 $4.36M 0.36% +221 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,155 shares; 2024Q4: 22,168 shares; 2025Q1: 22,166 shares; 2025Q2: 20,955 shares; 2025Q3: 20,564 shares; 2025Q4: 19,369 shares; 2026Q1: 19,411 shares; 2026Q2: 19,402 shares 19,402 $4.32M 0.36% -9 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: 45,495 shares; 2024Q4: 45,443 shares; 2025Q1: 46,268 shares; 2025Q2: 46,134 shares; 2025Q3: 46,144 shares; 2025Q4: 45,746 shares; 2026Q1: 45,702 shares; 2026Q2: 44,752 shares 44,752 $4.31M 0.36% -950 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,116 shares; 2025Q3: 13,294 shares; 2025Q4: 16,528 shares; 2026Q1: 19,624 shares; 2026Q2: 24,342 shares 24,342 $4.14M 0.34% +4,718 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,617 shares; 2025Q1: 2,617 shares; 2025Q2: 2,949 shares; 2025Q3: 3,155 shares; 2025Q4: 31,057 shares; 2026Q1: 56,758 shares; 2026Q2: 57,700 shares 57,700 $4.12M 0.34% +942 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,233 shares; 2024Q4: 32,107 shares; 2025Q1: 31,583 shares; 2025Q2: 31,863 shares; 2025Q3: 32,157 shares; 2025Q4: 32,558 shares; 2026Q1: 32,730 shares; 2026Q2: 33,116 shares 33,116 $4.08M 0.34% +386 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: 26,484 shares; 2024Q4: 27,776 shares; 2025Q1: 27,252 shares; 2025Q2: 26,602 shares; 2025Q3: 27,709 shares; 2025Q4: 27,359 shares; 2026Q1: 27,612 shares; 2026Q2: 27,164 shares 27,164 $4.03M 0.34% -448 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: 16,362 shares; 2024Q4: 17,699 shares; 2025Q1: 17,562 shares; 2025Q2: 17,562 shares; 2025Q3: 17,562 shares; 2025Q4: 23,914 shares; 2026Q1: 24,363 shares; 2026Q2: 25,774 shares 25,774 $3.69M 0.31% +1,411 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,065 shares; 2025Q3: 38,058 shares; 2025Q4: 37,477 shares; 2026Q1: 37,477 shares; 2026Q2: 51,058 shares 51,058 $3.64M 0.3% +13,581 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,893 shares; 2024Q4: 143,633 shares; 2025Q1: 154,346 shares; 2025Q2: 153,930 shares; 2025Q3: 155,741 shares; 2025Q4: 144,171 shares; 2026Q1: 142,942 shares; 2026Q2: 149,751 shares 149,751 $3.61M 0.3% +6,809 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: 25,616 shares; 2024Q4: 26,218 shares; 2025Q1: 26,611 shares; 2025Q2: 25,527 shares; 2025Q3: 25,239 shares; 2025Q4: 23,965 shares; 2026Q1: 24,384 shares; 2026Q2: 24,617 shares 24,617 $3.6M 0.3% +233 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: 39,442 shares; 2024Q4: 35,914 shares; 2025Q1: 35,491 shares; 2025Q2: 34,620 shares; 2025Q3: 34,542 shares; 2025Q4: 34,461 shares; 2026Q1: 35,159 shares; 2026Q2: 34,560 shares 34,560 $3.58M 0.3% -599 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,660 shares; 2024Q4: 67,758 shares; 2025Q1: 69,550 shares; 2025Q2: 68,737 shares; 2025Q3: 68,564 shares; 2025Q4: 70,390 shares; 2026Q1: 71,835 shares; 2026Q2: 75,213 shares 75,213 $3.5M 0.29% +3,378 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,768 shares; 2024Q4: 12,382 shares; 2025Q1: 11,639 shares; 2025Q2: 12,058 shares; 2025Q3: 12,277 shares; 2025Q4: 15,100 shares; 2026Q1: 15,800 shares; 2026Q2: 16,104 shares 16,104 $3.49M 0.29% +304 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: 517 shares; 2024Q4: 517 shares; 2025Q1: 505 shares; 2025Q2: 478 shares; 2025Q3: 481 shares; 2025Q4: 476 shares; 2026Q1: 773 shares; 2026Q2: 19,319 shares 19,319 $3.44M 0.29% +18,546 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,788 shares; 2025Q3: 39,348 shares; 2025Q4: 37,456 shares; 2026Q1: 37,556 shares; 2026Q2: 38,462 shares 38,462 $3.4M 0.28% +906 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: 8,033 shares; 2024Q4: 8,618 shares; 2025Q1: 9,079 shares; 2025Q2: 9,079 shares; 2025Q3: 9,350 shares; 2025Q4: 8,978 shares; 2026Q1: 8,968 shares; 2026Q2: 9,168 shares 9,168 $3.38M 0.28% +200 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,247 shares; 2025Q3: 4,572 shares; 2025Q4: 4,173 shares; 2026Q1: 4,364 shares; 2026Q2: 4,507 shares 4,507 $3.37M 0.28% +143 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: 3,296 shares; 2024Q4: 3,296 shares; 2025Q1: 3,296 shares; 2025Q2: 3,275 shares; 2025Q3: 3,565 shares; 2025Q4: 3,630 shares; 2026Q1: 3,925 shares; 2026Q2: 4,440 shares 4,440 $3.33M 0.28% +515 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: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,936 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 2,672 shares; 2026Q2: 3,285 shares 3,285 $3.32M 0.28% +613 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 6,760 shares; 2026Q2: 6,428 shares 6,428 $3.31M 0.28% -332 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,187 shares; 2024Q4: 17,983 shares; 2025Q1: 18,056 shares; 2025Q2: 18,342 shares; 2025Q3: 18,342 shares; 2025Q4: 17,852 shares; 2026Q1: 17,862 shares; 2026Q2: 18,287 shares 18,287 $3.31M 0.28% +425 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: 2,918 shares; 2025Q2: 2,785 shares; 2025Q3: 2,855 shares; 2025Q4: 3,039 shares; 2026Q1: 3,152 shares; 2026Q2: 3,370 shares 3,370 $3.24M 0.27% +218 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: 24,935 shares; 2024Q4: 25,735 shares; 2025Q1: 25,692 shares; 2025Q2: 27,317 shares; 2025Q3: 27,462 shares; 2025Q4: 27,275 shares; 2026Q1: 27,265 shares; 2026Q2: 27,819 shares 27,819 $3.15M 0.26% +554 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: 14,980 shares; 2024Q4: 16,744 shares; 2025Q1: 17,608 shares; 2025Q2: 17,799 shares; 2025Q3: 18,914 shares; 2025Q4: 19,585 shares; 2026Q1: 19,409 shares; 2026Q2: 20,666 shares 20,666 $3.13M 0.26% +1,257 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,184 shares; 2024Q4: 20,616 shares; 2025Q1: 23,552 shares; 2025Q2: 24,279 shares; 2025Q3: 24,990 shares; 2025Q4: 25,759 shares; 2026Q1: 26,039 shares; 2026Q2: 26,564 shares 26,564 $3.13M 0.26% +525 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,825 shares; 2024Q4: 27,425 shares; 2025Q1: 27,425 shares; 2025Q2: 27,425 shares; 2025Q3: 27,425 shares; 2025Q4: 27,425 shares; 2026Q1: 27,425 shares; 2026Q2: 27,425 shares 27,425 $3.08M 0.26% 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: 76,775 shares; 2024Q4: 78,026 shares; 2025Q1: 72,312 shares; 2025Q2: 72,492 shares; 2025Q3: 72,062 shares; 2025Q4: 71,477 shares; 2026Q1: 68,933 shares; 2026Q2: 71,912 shares 71,912 $3.04M 0.25% +2,979 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,653 shares; 2024Q4: 19,405 shares; 2025Q1: 19,145 shares; 2025Q2: 18,956 shares; 2025Q3: 18,956 shares; 2025Q4: 18,956 shares; 2026Q1: 19,091 shares; 2026Q2: 19,068 shares 19,068 $2.99M 0.25% -23 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: 51,747 shares; 2024Q4: 51,747 shares; 2025Q1: 51,693 shares; 2025Q2: 54,973 shares; 2025Q3: 54,023 shares; 2025Q4: 52,984 shares; 2026Q1: 52,389 shares; 2026Q2: 52,926 shares 52,926 $2.98M 0.25% +537 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,654 shares; 2025Q3: 27,494 shares; 2025Q4: 28,054 shares; 2026Q1: 29,039 shares; 2026Q2: 27,886 shares 27,886 $2.9M 0.24% -1,153 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,522 shares; 2024Q4: 18,653 shares; 2025Q1: 19,013 shares; 2025Q2: 19,841 shares; 2025Q3: 21,280 shares; 2025Q4: 20,967 shares; 2026Q1: 20,972 shares; 2026Q2: 20,967 shares 20,967 $2.87M 0.24% -5 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 4,995 shares; 2025Q4: 4,569 shares; 2026Q1: 11,841 shares; 2026Q2: 11,696 shares 11,696 $2.84M 0.24% -145 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,030 shares; 2024Q4: 6,030 shares; 2025Q1: 6,030 shares; 2025Q2: 6,030 shares; 2025Q3: 6,030 shares; 2025Q4: 6,030 shares; 2026Q1: 6,031 shares; 2026Q2: 6,030 shares 6,030 $2.73M 0.23% -1 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,735 shares; 2024Q4: 13,584 shares; 2025Q1: 13,389 shares; 2025Q2: 12,676 shares; 2025Q3: 12,518 shares; 2025Q4: 12,518 shares; 2026Q1: 12,218 shares; 2026Q2: 11,751 shares 11,751 $2.7M 0.22% -467 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,515 shares; 2024Q4: 17,221 shares; 2025Q1: 23,753 shares; 2025Q2: 26,807 shares; 2025Q3: 28,075 shares; 2025Q4: 32,555 shares; 2026Q1: 33,449 shares; 2026Q2: 36,814 shares 36,814 $2.65M 0.22% +3,365 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 82,425 shares; 2025Q4: 118,735 shares; 2026Q1: 121,595 shares; 2026Q2: 121,585 shares 121,585 $2.6M 0.22% -10 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: 34,689 shares; 2024Q4: 34,515 shares; 2025Q1: 32,163 shares; 2025Q2: 31,178 shares; 2025Q3: 30,293 shares; 2025Q4: 30,431 shares; 2026Q1: 29,839 shares; 2026Q2: 30,327 shares 30,327 $2.57M 0.21% +488 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: 8,961 shares; 2024Q4: 9,568 shares; 2025Q1: 9,253 shares; 2025Q2: 8,966 shares; 2025Q3: 8,993 shares; 2025Q4: 8,493 shares; 2026Q1: 8,515 shares; 2026Q2: 8,610 shares 8,610 $2.52M 0.21% +95 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,763 shares; 2024Q4: 16,168 shares; 2025Q1: 16,352 shares; 2025Q2: 16,069 shares; 2025Q3: 16,129 shares; 2025Q4: 24,750 shares; 2026Q1: 28,308 shares; 2026Q2: 32,025 shares 32,025 $2.51M 0.21% +3,717 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,663 shares; 2024Q4: 22,506 shares; 2025Q1: 22,354 shares; 2025Q2: 20,980 shares; 2025Q3: 20,828 shares; 2025Q4: 20,268 shares; 2026Q1: 20,579 shares; 2026Q2: 21,508 shares 21,508 $2.47M 0.21% +929 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: 14,390 shares; 2024Q4: 14,390 shares; 2025Q1: 14,150 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares; 2025Q4: 17,510 shares; 2026Q1: 18,206 shares; 2026Q2: 19,132 shares 19,132 $2.42M 0.2% +926 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: 113,910 shares; 2024Q4: 130,888 shares; 2025Q1: 137,446 shares; 2025Q2: 110,731 shares; 2025Q3: 109,213 shares; 2025Q4: 106,613 shares; 2026Q1: 108,440 shares; 2026Q2: 112,801 shares 112,801 $2.33M 0.19% +4,361 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,115 shares; 2025Q2: 18,090 shares; 2025Q3: 43,205 shares; 2025Q4: 43,970 shares; 2026Q1: 44,838 shares; 2026Q2: 43,531 shares 43,531 $2.31M 0.19% -1,307 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,502 shares; 2024Q4: 36,502 shares; 2025Q1: 36,502 shares; 2025Q2: 36,502 shares; 2025Q3: 36,502 shares; 2025Q4: 36,502 shares; 2026Q1: 131,502 shares; 2026Q2: 124,002 shares 124,002 $2.31M 0.19% -7,500 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: 3,249 shares; 2024Q4: 3,063 shares; 2025Q1: 2,903 shares; 2025Q2: 3,403 shares; 2025Q3: 3,335 shares; 2025Q4: 3,461 shares; 2026Q1: 3,479 shares; 2026Q2: 5,409 shares 5,409 $2.28M 0.19% +1,930 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: 5,654 shares; 2024Q4: 5,824 shares; 2025Q1: 5,776 shares; 2025Q2: 5,426 shares; 2025Q3: 5,426 shares; 2025Q4: 3,926 shares; 2026Q1: 5,356 shares; 2026Q2: 5,447 shares 5,447 $2.26M 0.19% +91 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: 1,281 shares; 2025Q3: 1,314 shares; 2025Q4: 1,374 shares; 2026Q1: 1,383 shares; 2026Q2: 6,067 shares 6,067 $2.25M 0.19% +4,684 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,434 shares; 2024Q4: 13,434 shares; 2025Q1: 13,434 shares; 2025Q2: 13,434 shares; 2025Q3: 13,434 shares; 2025Q4: 13,434 shares; 2026Q1: 23,375 shares; 2026Q2: 23,375 shares 23,375 $2.22M 0.19% 0 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: 4,169 shares; 2024Q4: 4,285 shares; 2025Q1: 4,231 shares; 2025Q2: 3,926 shares; 2025Q3: 4,441 shares; 2025Q4: 4,211 shares; 2026Q1: 4,212 shares; 2026Q2: 4,439 shares 4,439 $2.22M 0.18% +227 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: 14,572 shares; 2024Q4: 14,942 shares; 2025Q1: 14,927 shares; 2025Q2: 14,997 shares; 2025Q3: 15,042 shares; 2025Q4: 14,441 shares; 2026Q1: 14,157 shares; 2026Q2: 13,935 shares 13,935 $2.18M 0.18% -222 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,716 shares; 2024Q4: 14,555 shares; 2025Q1: 14,752 shares; 2025Q2: 15,149 shares; 2025Q3: 15,909 shares; 2025Q4: 17,191 shares; 2026Q1: 16,019 shares; 2026Q2: 16,588 shares 16,588 $2.15M 0.18% +569 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,911 shares; 2025Q4: 8,204 shares; 2026Q1: 43,994 shares; 2026Q2: 48,157 shares 48,157 $2.12M 0.18% +4,163 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 13,203 shares; 2026Q2: 13,203 shares 13,203 $1.99M 0.17% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,517 shares 16,517 $1.97M 0.16% new 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: 7,748 shares; 2024Q4: 7,854 shares; 2025Q1: 7,740 shares; 2025Q2: 7,240 shares; 2025Q3: 7,240 shares; 2025Q4: 6,240 shares; 2026Q1: 6,292 shares; 2026Q2: 6,568 shares 6,568 $1.96M 0.16% +276 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,205 shares; 2024Q4: 21,383 shares; 2025Q1: 22,121 shares; 2025Q2: 21,859 shares; 2025Q3: 23,596 shares; 2025Q4: 27,655 shares; 2026Q1: 29,848 shares; 2026Q2: 30,813 shares 30,813 $1.94M 0.16% +965 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: 21,734 shares; 2024Q4: 21,436 shares; 2025Q1: 19,837 shares; 2025Q2: 19,656 shares; 2025Q3: 19,387 shares; 2025Q4: 19,253 shares; 2026Q1: 18,787 shares; 2026Q2: 18,781 shares 18,781 $1.92M 0.16% -6 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,252 shares; 2024Q4: 30,901 shares; 2025Q1: 30,353 shares; 2025Q2: 29,435 shares; 2025Q3: 29,508 shares; 2025Q4: 29,597 shares; 2026Q1: 29,565 shares; 2026Q2: 30,853 shares 30,853 $1.86M 0.16% +1,288 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,093 shares; 2026Q2: 72,006 shares 72,006 $1.85M 0.15% +25,913 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares; 2026Q2: 15,432 shares 15,432 $1.84M 0.15% +14,083 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,246 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 5,146 shares; 2026Q1: 5,146 shares; 2026Q2: 5,146 shares 5,146 $1.84M 0.15% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,774 shares; 2024Q4: 34,940 shares; 2025Q1: 34,466 shares; 2025Q2: 31,684 shares; 2025Q3: 31,624 shares; 2025Q4: 31,764 shares; 2026Q1: 30,967 shares; 2026Q2: 31,265 shares 31,265 $1.81M 0.15% +298 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,847 shares; 2024Q4: 44,910 shares; 2025Q1: 46,156 shares; 2025Q2: 36,253 shares; 2025Q3: 34,701 shares; 2025Q4: 34,740 shares; 2026Q1: 34,708 shares; 2026Q2: 35,924 shares 35,924 $1.79M 0.15% +1,216 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,679 shares; 2024Q4: 27,873 shares; 2025Q1: 30,008 shares; 2025Q2: 30,805 shares; 2025Q3: 31,455 shares; 2025Q4: 32,617 shares; 2026Q1: 32,919 shares; 2026Q2: 34,116 shares 34,116 $1.79M 0.15% +1,197 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,439 shares; 2025Q3: 97,439 shares; 2025Q4: 93,757 shares; 2026Q1: 92,447 shares; 2026Q2: 92,447 shares 92,447 $1.77M 0.15% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,898 shares; 2024Q4: 4,772 shares; 2025Q1: 4,673 shares; 2025Q2: 5,109 shares; 2025Q3: 5,100 shares; 2025Q4: 5,431 shares; 2026Q1: 6,358 shares; 2026Q2: 6,908 shares 6,908 $1.77M 0.15% +550 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: 3,238 shares; 2024Q4: 4,637 shares; 2025Q1: 4,592 shares; 2025Q2: 4,899 shares; 2025Q3: 4,809 shares; 2025Q4: 4,724 shares; 2026Q1: 4,731 shares; 2026Q2: 4,722 shares 4,722 $1.76M 0.15% -9 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,190 shares; 2024Q4: 8,190 shares; 2025Q1: 8,165 shares; 2025Q2: 8,165 shares; 2025Q3: 7,941 shares; 2025Q4: 7,941 shares; 2026Q1: 7,842 shares; 2026Q2: 7,775 shares 7,775 $1.74M 0.14% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,288 shares; 2025Q3: 30,090 shares; 2025Q4: 30,210 shares; 2026Q1: 30,210 shares; 2026Q2: 28,725 shares 28,725 $1.71M 0.14% -1,485 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: 37,201 shares; 2024Q4: 35,441 shares; 2025Q1: 36,267 shares; 2025Q2: 34,421 shares; 2025Q3: 34,551 shares; 2025Q4: 34,678 shares; 2026Q1: 34,400 shares; 2026Q2: 36,727 shares 36,727 $1.71M 0.14% +2,327 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: 16,343 shares; 2024Q4: 16,113 shares; 2025Q1: 15,862 shares; 2025Q2: 15,174 shares; 2025Q3: 15,175 shares; 2025Q4: 15,114 shares; 2026Q1: 15,179 shares; 2026Q2: 15,332 shares 15,332 $1.68M 0.14% +153 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,807 shares; 2024Q4: 8,914 shares; 2025Q1: 7,805 shares; 2025Q2: 7,751 shares; 2025Q3: 7,671 shares; 2025Q4: 7,706 shares; 2026Q1: 7,607 shares; 2026Q2: 7,605 shares 7,605 $1.68M 0.14% -2 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: 72,225 shares; 2024Q4: 80,742 shares; 2025Q1: 80,096 shares; 2025Q2: 78,994 shares; 2025Q3: 80,549 shares; 2025Q4: 64,843 shares; 2026Q1: 64,994 shares; 2026Q2: 68,016 shares 68,016 $1.67M 0.14% +3,022 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,156 shares; 2024Q4: 10,156 shares; 2025Q1: 10,138 shares; 2025Q2: 9,112 shares; 2025Q3: 8,912 shares; 2025Q4: 8,912 shares; 2026Q1: 8,912 shares; 2026Q2: 8,902 shares 8,902 $1.65M 0.14% -10 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,450 shares; 2024Q4: 35,593 shares; 2025Q1: 36,568 shares; 2025Q2: 37,853 shares; 2025Q3: 40,597 shares; 2025Q4: 40,597 shares; 2026Q1: 40,597 shares; 2026Q2: 40,715 shares 40,715 $1.64M 0.14% +118 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,102 shares; 2024Q4: 5,968 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares; 2025Q4: 5,968 shares; 2026Q1: 6,001 shares; 2026Q2: 6,001 shares 6,001 $1.61M 0.13% 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: 5,017 shares; 2024Q4: 5,017 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 4,817 shares; 2026Q1: 4,818 shares; 2026Q2: 4,842 shares 4,842 $1.6M 0.13% +24 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: 17,433 shares; 2024Q4: 18,096 shares; 2025Q1: 18,085 shares; 2025Q2: 17,622 shares; 2025Q3: 17,597 shares; 2025Q4: 17,519 shares; 2026Q1: 17,444 shares; 2026Q2: 17,382 shares 17,382 $1.59M 0.13% -62 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 798 shares; 2026Q2: 792 shares 792 $1.58M 0.13% -6 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,886 shares; 2025Q3: 6,886 shares; 2025Q4: 6,886 shares; 2026Q1: 6,836 shares; 2026Q2: 6,826 shares 6,826 $1.55M 0.13% -10 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: 9,463 shares; 2024Q4: 9,390 shares; 2025Q1: 9,035 shares; 2025Q2: 8,731 shares; 2025Q3: 8,571 shares; 2025Q4: 8,571 shares; 2026Q1: 8,364 shares; 2026Q2: 8,630 shares 8,630 $1.55M 0.13% +266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,008 shares; 2025Q3: 15,008 shares; 2025Q4: 15,008 shares; 2026Q1: 15,170 shares; 2026Q2: 13,973 shares 13,973 $1.53M 0.13% -1,197 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,846 shares; 2024Q4: 8,228 shares; 2025Q1: 8,518 shares; 2025Q2: 8,653 shares; 2025Q3: 9,066 shares; 2025Q4: 8,384 shares; 2026Q1: 8,492 shares; 2026Q2: 9,331 shares 9,331 $1.53M 0.13% +839 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,793 shares; 2024Q4: 22,735 shares; 2025Q1: 19,509 shares; 2025Q2: 18,514 shares; 2025Q3: 18,320 shares; 2025Q4: 18,020 shares; 2026Q1: 18,139 shares; 2026Q2: 18,453 shares 18,453 $1.52M 0.13% +314 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,172 shares; 2024Q4: 7,007 shares; 2025Q1: 8,620 shares; 2025Q2: 8,838 shares; 2025Q3: 9,530 shares; 2025Q4: 10,467 shares; 2026Q1: 14,531 shares; 2026Q2: 16,358 shares 16,358 $1.51M 0.13% +1,827 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.12% 0 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; 2024Q3: 12,210 shares; 2024Q4: 11,776 shares; 2025Q1: 11,598 shares; 2025Q2: 11,097 shares; 2025Q3: 11,097 shares; 2025Q4: 11,082 shares; 2026Q1: 11,167 shares; 2026Q2: 11,167 shares 11,167 $1.47M 0.12% 0 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: 23,556 shares; 2024Q4: 23,481 shares; 2025Q1: 23,022 shares; 2025Q2: 21,408 shares; 2025Q3: 24,463 shares; 2025Q4: 21,876 shares; 2026Q1: 19,169 shares; 2026Q2: 18,048 shares 18,048 $1.39M 0.12% -1,121 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: 1,054 shares; 2025Q1: 1,043 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,150 shares; 2026Q1: 1,152 shares; 2026Q2: 1,138 shares 1,138 $1.34M 0.11% -14 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,465 shares; 2024Q4: 39,440 shares; 2025Q1: 42,615 shares; 2025Q2: 37,221 shares; 2025Q3: 37,076 shares; 2025Q4: 24,665 shares; 2026Q1: 36,608 shares; 2026Q2: 34,953 shares 34,953 $1.34M 0.11% -1,655 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: 8,294 shares; 2024Q4: 8,417 shares; 2025Q1: 6,669 shares; 2025Q2: 6,597 shares; 2025Q3: 6,343 shares; 2025Q4: 6,001 shares; 2026Q1: 5,623 shares; 2026Q2: 5,613 shares 5,613 $1.34M 0.11% -10 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,692 shares; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 3,669 shares; 2025Q3: 3,669 shares; 2025Q4: 8,045 shares; 2026Q1: 8,162 shares; 2026Q2: 8,335 shares 8,335 $1.33M 0.11% +173 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,096 shares; 2024Q4: 22,981 shares; 2025Q1: 23,491 shares; 2025Q2: 24,194 shares; 2025Q3: 24,622 shares; 2025Q4: 24,622 shares; 2026Q1: 24,622 shares; 2026Q2: 24,622 shares 24,622 $1.32M 0.11% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,946 shares; 2024Q4: 26,584 shares; 2025Q1: 26,584 shares; 2025Q2: 26,084 shares; 2025Q3: 25,019 shares; 2025Q4: 23,739 shares; 2026Q1: 23,739 shares; 2026Q2: 23,714 shares 23,714 $1.31M 0.11% -25 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,238 shares; 2024Q4: 7,238 shares; 2025Q1: 7,238 shares; 2025Q2: 7,473 shares; 2025Q3: 7,174 shares; 2025Q4: 6,048 shares; 2026Q1: 6,253 shares; 2026Q2: 6,152 shares 6,152 $1.31M 0.11% -101 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 3,132 shares; 2026Q1: 3,282 shares; 2026Q2: 16,178 shares 16,178 $1.3M 0.11% +12,896 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,477 shares; 2025Q3: 3,267 shares; 2025Q4: 3,477 shares; 2026Q1: 3,843 shares; 2026Q2: 4,262 shares 4,262 $1.29M 0.11% +419 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,230 shares; 2024Q4: 13,957 shares; 2025Q1: 13,618 shares; 2025Q2: 11,378 shares; 2025Q3: 11,551 shares; 2025Q4: 11,229 shares; 2026Q1: 10,901 shares; 2026Q2: 11,976 shares 11,976 $1.29M 0.11% +1,075 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,801 shares; 2024Q4: 22,140 shares; 2025Q1: 21,422 shares; 2025Q2: 20,405 shares; 2025Q3: 19,836 shares; 2025Q4: 19,147 shares; 2026Q1: 18,750 shares; 2026Q2: 18,537 shares 18,537 $1.27M 0.11% -213 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $1.25M 0.1% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,165 shares; 2024Q4: 8,165 shares; 2025Q1: 8,165 shares; 2025Q2: 7,998 shares; 2025Q3: 7,998 shares; 2025Q4: 7,998 shares; 2026Q1: 7,998 shares; 2026Q2: 8,200 shares 8,200 $1.25M 0.1% +202 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares; 2026Q1: 19,395 shares; 2026Q2: 19,740 shares 19,740 $1.24M 0.1% +345 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,248 shares; 2025Q3: 5,148 shares; 2025Q4: 5,485 shares; 2026Q1: 5,631 shares; 2026Q2: 5,627 shares 5,627 $1.23M 0.1% -4 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,407 shares; 2024Q4: 43,327 shares; 2025Q1: 40,731 shares; 2025Q2: 40,091 shares; 2025Q3: 39,991 shares; 2025Q4: 39,323 shares; 2026Q1: 37,568 shares; 2026Q2: 29,984 shares 29,984 $1.23M 0.1% -7,584 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,195 shares; 2024Q4: 6,195 shares; 2025Q1: 6,195 shares; 2025Q2: 8,220 shares; 2025Q3: 8,220 shares; 2025Q4: 7,365 shares; 2026Q1: 7,365 shares; 2026Q2: 7,482 shares 7,482 $1.21M 0.1% +117 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,213 shares; 2025Q3: 26,531 shares; 2025Q4: 24,570 shares; 2026Q1: 24,570 shares; 2026Q2: 24,570 shares 24,570 $1.16M 0.1% 0 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: 14,004 shares; 2024Q4: 14,004 shares; 2025Q1: 19,687 shares; 2025Q2: 23,307 shares; 2025Q3: 24,679 shares; 2025Q4: 15,333 shares; 2026Q1: 15,156 shares; 2026Q2: 15,664 shares 15,664 $1.15M 0.1% +508 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,750 shares 22,750 $1.14M 0.1% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 642 shares; 2025Q4: 392 shares; 2026Q1: 7,978 shares; 2026Q2: 8,389 shares 8,389 $1.14M 0.09% +411 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,982 shares; 2025Q3: 50,982 shares; 2025Q4: 49,394 shares; 2026Q1: 52,394 shares; 2026Q2: 50,162 shares 50,162 $1.12M 0.09% -2,232 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,342 shares; 2024Q4: 12,805 shares; 2025Q1: 13,062 shares; 2025Q2: 13,553 shares; 2025Q3: 13,390 shares; 2025Q4: 13,005 shares; 2026Q1: 13,005 shares; 2026Q2: 13,979 shares 13,979 $1.06M 0.09% +974 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: 3,730 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,787 shares; 2025Q3: 3,861 shares; 2025Q4: 3,824 shares; 2026Q1: 3,796 shares; 2026Q2: 3,842 shares 3,842 $1.04M 0.09% +46 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,000 shares 17,000 $1.03M 0.09% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,920 shares; 2025Q3: 7,613 shares; 2025Q4: 8,152 shares; 2026Q1: 8,345 shares; 2026Q2: 7,755 shares 7,755 $1.03M 0.09% -590 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,100 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $965K 0.08% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares; 2026Q2: 7,652 shares 7,652 $950K 0.08% +5,757 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,224 shares; 2024Q4: 3,287 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: 2,451 shares; 2026Q2: 2,420 shares 2,420 $944K 0.08% -31 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,358 shares; 2025Q1: 1,984 shares; 2025Q2: 2,477 shares; 2025Q3: 2,680 shares; 2025Q4: 3,180 shares; 2026Q1: 3,517 shares; 2026Q2: 3,326 shares 3,326 $941K 0.08% -191 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,342 shares; 2024Q4: 2,370 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 2,625 shares; 2025Q4: 2,495 shares; 2026Q1: 2,681 shares; 2026Q2: 2,683 shares 2,683 $914K 0.08% +2 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,084 shares; 2024Q4: 31,846 shares; 2025Q1: 29,291 shares; 2025Q2: 25,741 shares; 2025Q3: 24,323 shares; 2025Q4: 24,374 shares; 2026Q1: 23,077 shares; 2026Q2: 25,706 shares 25,706 $895K 0.07% +2,629 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,879 shares; 2024Q4: 7,416 shares; 2025Q1: 7,186 shares; 2025Q2: 6,600 shares; 2025Q3: 17,433 shares; 2025Q4: 11,795 shares; 2026Q1: 11,391 shares; 2026Q2: 10,300 shares 10,300 $887K 0.07% -1,091 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: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares; 2026Q1: 2,034 shares; 2026Q2: 2,034 shares 2,034 $878K 0.07% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,591 shares; 2024Q4: 5,169 shares; 2025Q1: 5,579 shares; 2025Q2: 5,363 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,285 shares; 2026Q2: 5,170 shares 5,170 $874K 0.07% -115 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 450 shares; 2026Q1: 2,168 shares; 2026Q2: 2,883 shares 2,883 $873K 0.07% +715 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,019 shares; 2024Q4: 44,019 shares; 2025Q1: 40,719 shares; 2025Q2: 40,379 shares; 2025Q3: 39,379 shares; 2025Q4: 35,517 shares; 2026Q1: 35,517 shares; 2026Q2: 36,001 shares 36,001 $862K 0.07% +484 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,157 shares; 2024Q4: 37,053 shares; 2025Q1: 36,941 shares; 2025Q2: 36,907 shares; 2025Q3: 36,907 shares; 2025Q4: 36,907 shares; 2026Q1: 36,927 shares; 2026Q2: 36,907 shares 36,907 $851K 0.07% -20 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,499 shares; 2025Q3: 5,499 shares; 2025Q4: 5,084 shares; 2026Q1: 5,558 shares; 2026Q2: 5,558 shares 5,558 $846K 0.07% 0 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: 13,288 shares; 2024Q4: 14,160 shares; 2025Q1: 14,033 shares; 2025Q2: 14,065 shares; 2025Q3: 15,065 shares; 2025Q4: 14,565 shares; 2026Q1: 13,876 shares; 2026Q2: 14,659 shares 14,659 $835K 0.07% +783 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,070 shares; 2025Q3: 10,710 shares; 2025Q4: 10,988 shares; 2026Q1: 11,439 shares; 2026Q2: 8,909 shares 8,909 $834K 0.07% -2,530 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,522 shares; 2025Q1: not reported; 2025Q2: 4,987 shares; 2025Q3: 6,012 shares; 2025Q4: 8,293 shares; 2026Q1: 9,118 shares; 2026Q2: 9,008 shares 9,008 $827K 0.07% -110 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,362 shares; 2024Q4: 16,168 shares; 2025Q1: 16,335 shares; 2025Q2: 15,169 shares; 2025Q3: 15,330 shares; 2025Q4: 15,482 shares; 2026Q1: 15,711 shares; 2026Q2: 17,649 shares 17,649 $811K 0.07% +1,938 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,244 shares; 2024Q4: 3,350 shares; 2025Q1: 3,574 shares; 2025Q2: 3,585 shares; 2025Q3: 3,652 shares; 2025Q4: 3,525 shares; 2026Q1: 3,890 shares; 2026Q2: 3,805 shares 3,805 $780K 0.06% -85 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,751 shares; 2024Q4: 11,094 shares; 2025Q1: 10,688 shares; 2025Q2: 10,472 shares; 2025Q3: 10,417 shares; 2025Q4: 10,252 shares; 2026Q1: 10,252 shares; 2026Q2: 10,010 shares 10,010 $776K 0.06% -242 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,283 shares; 2025Q3: 24,283 shares; 2025Q4: 24,283 shares; 2026Q1: 24,283 shares; 2026Q2: 24,283 shares 24,283 $770K 0.06% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,860 shares; 2024Q4: 9,847 shares; 2025Q1: 9,677 shares; 2025Q2: 9,528 shares; 2025Q3: 9,488 shares; 2025Q4: 9,249 shares; 2026Q1: 8,570 shares; 2026Q2: 8,636 shares 8,636 $766K 0.06% +66 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,607 shares; 2024Q4: 7,394 shares; 2025Q1: 7,279 shares; 2025Q2: 7,258 shares; 2025Q3: 7,516 shares; 2025Q4: 7,216 shares; 2026Q1: 7,141 shares; 2026Q2: 7,348 shares 7,348 $764K 0.06% +207 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: 1,066 shares; 2024Q4: 1,218 shares; 2025Q1: 1,206 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 1,045 shares; 2026Q2: 1,044 shares 1,044 $745K 0.06% -1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares; 2026Q1: 3,425 shares; 2026Q2: 3,298 shares 3,298 $740K 0.06% -127 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,039 shares; 2024Q4: 7,014 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 6,504 shares; 2025Q4: 6,504 shares; 2026Q1: 6,157 shares; 2026Q2: 6,246 shares 6,246 $729K 0.06% +89 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,836 shares 3,836 $727K 0.06% new 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; 2024Q3: 3,800 shares; 2024Q4: 4,220 shares; 2025Q1: 4,492 shares; 2025Q2: 4,062 shares; 2025Q3: 4,168 shares; 2025Q4: 4,099 shares; 2026Q1: 4,501 shares; 2026Q2: 5,788 shares 5,788 $720K 0.06% +1,287 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: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 5,446 shares; 2026Q2: 5,893 shares 5,893 $708K 0.06% +447 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,867 shares; 2025Q3: 4,867 shares; 2025Q4: 4,907 shares; 2026Q1: 5,030 shares; 2026Q2: 5,081 shares 5,081 $699K 0.06% +51 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,012 shares; 2025Q1: 2,264 shares; 2025Q2: 2,225 shares; 2025Q3: 2,039 shares; 2025Q4: 2,507 shares; 2026Q1: 2,965 shares; 2026Q2: 3,217 shares 3,217 $695K 0.06% +252 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,644 shares; 2024Q4: 13,731 shares; 2025Q1: 14,081 shares; 2025Q2: 14,066 shares; 2025Q3: 13,493 shares; 2025Q4: 13,293 shares; 2026Q1: 12,784 shares; 2026Q2: 12,268 shares 12,268 $665K 0.06% -516 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: 673 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 674 shares; 2026Q2: 673 shares 673 $658K 0.05% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831 shares; 2025Q3: 931 shares; 2025Q4: 831 shares; 2026Q1: 817 shares; 2026Q2: 900 shares 900 $651K 0.05% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 336 shares; 2026Q1: 492 shares; 2026Q2: 920 shares 920 $647K 0.05% +428 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,397 shares; 2024Q4: 5,196 shares; 2025Q1: 5,396 shares; 2025Q2: 5,371 shares; 2025Q3: 5,196 shares; 2025Q4: 5,046 shares; 2026Q1: 4,931 shares; 2026Q2: 4,931 shares 4,931 $644K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,732 shares; 2025Q2: 5,277 shares; 2025Q3: 5,277 shares; 2025Q4: 5,264 shares; 2026Q1: 5,426 shares; 2026Q2: 5,499 shares 5,499 $642K 0.05% +73 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,348 shares 21,348 $626K 0.05% new 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: 9,744 shares; 2024Q4: 9,816 shares; 2025Q1: 9,704 shares; 2025Q2: 9,524 shares; 2025Q3: 9,359 shares; 2025Q4: 9,055 shares; 2026Q1: 8,690 shares; 2026Q2: 8,571 shares 8,571 $614K 0.05% -119 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,959 shares; 2025Q4: 2,108 shares; 2026Q1: 2,168 shares; 2026Q2: 2,148 shares 2,148 $610K 0.05% -20 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 3,300 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,550 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $596K 0.05% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,458 shares; 2024Q4: 20,071 shares; 2025Q1: 18,094 shares; 2025Q2: 18,069 shares; 2025Q3: 17,483 shares; 2025Q4: 16,579 shares; 2026Q1: 15,035 shares; 2026Q2: 15,016 shares 15,016 $582K 0.05% -19 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,869 shares; 2025Q3: 3,325 shares; 2025Q4: 3,482 shares; 2026Q1: 3,583 shares; 2026Q2: 3,929 shares 3,929 $575K 0.05% +346 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,424 shares 10,424 $570K 0.05% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,796 shares; 2025Q4: 7,551 shares; 2026Q1: 7,867 shares; 2026Q2: 10,066 shares 10,066 $567K 0.05% +2,199 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 1,010 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 980 shares; 2026Q1: 1,035 shares; 2026Q2: 1,092 shares 1,092 $567K 0.05% +57 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5,172 shares; 2026Q1: 3,873 shares; 2026Q2: 3,442 shares 3,442 $562K 0.05% -431 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,122 shares 4,122 $559K 0.05% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,417 shares; 2024Q4: 9,417 shares; 2025Q1: 9,417 shares; 2025Q2: 9,317 shares; 2025Q3: 9,177 shares; 2025Q4: 9,087 shares; 2026Q1: 9,098 shares; 2026Q2: 9,098 shares 9,098 $556K 0.05% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,005 shares; 2026Q1: 3,455 shares; 2026Q2: 3,455 shares 3,455 $546K 0.05% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 2,469 shares; 2026Q2: 7,320 shares 7,320 $537K 0.04% +4,851 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,898 shares; 2025Q4: 2,119 shares; 2026Q1: 2,604 shares; 2026Q2: 2,669 shares 2,669 $533K 0.04% +65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,219 shares; 2025Q3: 6,991 shares; 2025Q4: 6,991 shares; 2026Q1: 6,991 shares; 2026Q2: 7,517 shares 7,517 $514K 0.04% +526 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 1,007 shares; 2025Q4: 982 shares; 2026Q1: 1,002 shares; 2026Q2: 985 shares 985 $502K 0.04% -17 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,752 shares; 2024Q4: 10,043 shares; 2025Q1: 10,043 shares; 2025Q2: 10,043 shares; 2025Q3: 10,043 shares; 2025Q4: 9,473 shares; 2026Q1: 9,473 shares; 2026Q2: 9,473 shares 9,473 $494K 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 1,091 shares; 2025Q1: 1,593 shares; 2025Q2: 1,621 shares; 2025Q3: 1,701 shares; 2025Q4: 1,935 shares; 2026Q1: 3,037 shares; 2026Q2: 3,250 shares 3,250 $492K 0.04% +213 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares; 2026Q2: 4,230 shares 4,230 $486K 0.04% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,696 shares; 2024Q4: not reported; 2025Q1: 5,196 shares; 2025Q2: 5,196 shares; 2025Q3: 5,196 shares; 2025Q4: 5,196 shares; 2026Q1: 5,201 shares; 2026Q2: 5,196 shares 5,196 $485K 0.04% -5 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: 1,688 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 1,923 shares; 2026Q2: 1,950 shares 1,950 $484K 0.04% +27 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,778 shares; 2025Q1: 1,718 shares; 2025Q2: 1,800 shares; 2025Q3: 1,900 shares; 2025Q4: 1,850 shares; 2026Q1: 1,855 shares; 2026Q2: 1,850 shares 1,850 $482K 0.04% -5 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,881 shares; 2025Q3: 2,881 shares; 2025Q4: 2,881 shares; 2026Q1: 2,881 shares; 2026Q2: 2,881 shares 2,881 $473K 0.04% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares; 2026Q1: 5,863 shares; 2026Q2: 6,068 shares 6,068 $460K 0.04% +205 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,814 shares; 2025Q3: 9,494 shares; 2025Q4: 10,139 shares; 2026Q1: 10,843 shares; 2026Q2: 11,418 shares 11,418 $459K 0.04% +575 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 545 shares; 2026Q1: 585 shares; 2026Q2: 591 shares 591 $451K 0.04% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,411 shares 15,411 $446K 0.04% new Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,362 shares; 2024Q4: 25,411 shares; 2025Q1: 22,588 shares; 2025Q2: 22,500 shares; 2025Q3: 16,264 shares; 2025Q4: 10,202 shares; 2026Q1: 8,915 shares; 2026Q2: 7,331 shares 7,331 $441K 0.04% -1,584 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: not reported; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,813 shares; 2026Q2: 3,044 shares 3,044 $440K 0.04% +231 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 3,739 shares; 2025Q2: 3,653 shares; 2025Q3: 2,803 shares; 2025Q4: 2,803 shares; 2026Q1: 5,404 shares; 2026Q2: 5,403 shares 5,403 $429K 0.04% -1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,630 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,614 shares; 2025Q4: 1,564 shares; 2026Q1: 1,366 shares; 2026Q2: 1,350 shares 1,350 $425K 0.04% -16 Timeline SCHG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,200 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,492 shares; 2026Q2: 12,492 shares 12,492 $423K 0.04% 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: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 435 shares 435 $420K 0.03% +40 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: not reported; 2024Q4: 1,764 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,755 shares; 2026Q2: 1,754 shares 1,754 $417K 0.03% -1 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,178 shares; 2024Q4: 4,487 shares; 2025Q1: 4,386 shares; 2025Q2: 4,383 shares; 2025Q3: 4,296 shares; 2025Q4: 4,453 shares; 2026Q1: 2,677 shares; 2026Q2: 2,483 shares 2,483 $414K 0.03% -194 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,821 shares; 2025Q2: 20,821 shares; 2025Q3: 21,178 shares; 2025Q4: 21,283 shares; 2026Q1: 21,283 shares; 2026Q2: 21,283 shares 21,283 $411K 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,359 shares; 2024Q4: 4,359 shares; 2025Q1: 4,344 shares; 2025Q2: 4,189 shares; 2025Q3: 4,189 shares; 2025Q4: 3,688 shares; 2026Q1: 3,688 shares; 2026Q2: 3,563 shares 3,563 $405K 0.03% -125 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 1,244 shares; 2025Q4: 1,215 shares; 2026Q1: 1,205 shares; 2026Q2: 1,690 shares 1,690 $400K 0.03% +485 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 562 shares; 2026Q2: 539 shares 539 $388K 0.03% -23 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: 4,636 shares; 2024Q4: 4,335 shares; 2025Q1: 4,135 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 3,884 shares; 2026Q1: 3,971 shares; 2026Q2: 3,971 shares 3,971 $380K 0.03% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,365 shares; 2025Q4: 6,365 shares; 2026Q1: 6,365 shares; 2026Q2: 6,365 shares 6,365 $379K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,065 shares; 2026Q1: 2,107 shares; 2026Q2: 2,107 shares 2,107 $372K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares; 2026Q2: 1,522 shares 1,522 $369K 0.03% 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: 108 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $355K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 556 shares; 2025Q4: 905 shares; 2026Q1: 969 shares; 2026Q2: 1,350 shares 1,350 $352K 0.03% +381 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 8,372 shares 8,372 $346K 0.03% +7,960 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,779 shares; 2025Q3: 2,621 shares; 2025Q4: 5,242 shares; 2026Q1: 5,242 shares; 2026Q2: 6,442 shares 6,442 $342K 0.03% +1,200 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; 2024Q3: 1,747 shares; 2024Q4: 1,706 shares; 2025Q1: 1,636 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares; 2026Q1: 2,236 shares; 2026Q2: 2,236 shares 2,236 $341K 0.03% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,358 shares; 2026Q2: 4,358 shares 4,358 $339K 0.03% 0 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: 2,104 shares; 2024Q4: 2,901 shares; 2025Q1: 2,482 shares; 2025Q2: 1,423 shares; 2025Q3: 1,138 shares; 2025Q4: 1,077 shares; 2026Q1: 1,078 shares; 2026Q2: 1,077 shares 1,077 $337K 0.03% -1 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: 547 shares; 2024Q4: 564 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 715 shares; 2025Q4: 615 shares; 2026Q1: 629 shares; 2026Q2: 661 shares 661 $331K 0.03% +32 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $324K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: 1,130 shares; 2025Q1: 1,270 shares; 2025Q2: 1,607 shares; 2025Q3: 1,931 shares; 2025Q4: 1,769 shares; 2026Q1: 1,773 shares; 2026Q2: 1,870 shares 1,870 $314K 0.03% +97 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,819 shares; 2024Q4: 5,119 shares; 2025Q1: 5,119 shares; 2025Q2: 5,135 shares; 2025Q3: 4,719 shares; 2025Q4: 4,080 shares; 2026Q1: 3,028 shares; 2026Q2: 1,991 shares 1,991 $311K 0.03% -1,037 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,451 shares; 2026Q2: 1,493 shares 1,493 $308K 0.03% +42 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,106 shares; 2024Q4: 4,299 shares; 2025Q1: 4,106 shares; 2025Q2: 4,106 shares; 2025Q3: 4,106 shares; 2025Q4: 4,106 shares; 2026Q1: 4,106 shares; 2026Q2: 4,106 shares 4,106 $307K 0.03% 0 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares; 2026Q2: 9,400 shares 9,400 $304K 0.03% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 2,695 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares; 2026Q2: 2,085 shares 2,085 $303K 0.03% -610 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: 6,220 shares; 2024Q4: 6,520 shares; 2025Q1: not reported; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,360 shares; 2026Q1: 6,507 shares; 2026Q2: 6,360 shares 6,360 $302K 0.03% -147 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares; 2026Q2: 2,028 shares 2,028 $297K 0.02% -252 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,658 shares; 2024Q4: not reported; 2025Q1: 3,431 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,354 shares; 2026Q1: 3,359 shares; 2026Q2: 3,446 shares 3,446 $292K 0.02% +87 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,613 shares; 2025Q3: 3,533 shares; 2025Q4: 3,533 shares; 2026Q1: 3,538 shares; 2026Q2: 3,804 shares 3,804 $291K 0.02% +266 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: 2,619 shares; 2026Q2: 3,484 shares 3,484 $289K 0.02% +865 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $288K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 3,292 shares 3,292 $281K 0.02% +1,449 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,582 shares; 2024Q4: 4,245 shares; 2025Q1: 4,099 shares; 2025Q2: 4,099 shares; 2025Q3: 3,564 shares; 2025Q4: 3,160 shares; 2026Q1: 3,165 shares; 2026Q2: 3,160 shares 3,160 $264K 0.02% -5 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,922 shares; 2026Q1: 1,922 shares; 2026Q2: 1,922 shares 1,922 $255K 0.02% 0 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: 4,973 shares; 2025Q3: 4,973 shares; 2025Q4: 4,973 shares; 2026Q1: 4,773 shares; 2026Q2: 5,590 shares 5,590 $252K 0.02% +817 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,462 shares; 2024Q4: 10,450 shares; 2025Q1: 10,410 shares; 2025Q2: 10,362 shares; 2025Q3: 10,362 shares; 2025Q4: 10,341 shares; 2026Q1: 10,341 shares; 2026Q2: 10,341 shares 10,341 $244K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 989 shares; 2025Q4: 901 shares; 2026Q1: 841 shares; 2026Q2: 882 shares 882 $243K 0.02% +41 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: 1,399 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,229 shares; 2025Q4: 1,029 shares; 2026Q1: 413 shares; 2026Q2: 487 shares 487 $233K 0.02% +74 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,305 shares; 2026Q2: 1,300 shares 1,300 $226K 0.02% -5 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,028 shares; 2026Q2: 2,028 shares 2,028 $225K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 3,698 shares; 2026Q1: 3,061 shares; 2026Q2: 2,518 shares 2,518 $223K 0.02% -543 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,487 shares; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,300 shares; 2025Q4: 2,988 shares; 2026Q1: 2,289 shares; 2026Q2: 2,289 shares 2,289 $219K 0.02% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 4,351 shares; 2026Q1: 4,351 shares; 2026Q2: 4,351 shares 4,351 $216K 0.02% 0 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares; 2026Q1: 3,090 shares; 2026Q2: 3,090 shares 3,090 $211K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares; 2026Q2: 5,650 shares 5,650 $208K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares; 2026Q2: 2,084 shares 2,084 $206K 0.02% +58 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $199K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 548 shares; 2026Q2: 474 shares 474 $193K 0.02% -74 Timeline ISMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,892 shares 6,892 $193K 0.02% new Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 2,464 shares; 2026Q1: 4,443 shares; 2026Q2: 4,443 shares 4,443 $190K 0.02% 0 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: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $188K 0.02% 0 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: not reported; 2025Q2: 1,845 shares; 2025Q3: 3,345 shares; 2025Q4: 2,595 shares; 2026Q1: 2,321 shares; 2026Q2: 2,040 shares 2,040 $188K 0.02% -281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares; 2026Q2: 6,778 shares 6,778 $188K 0.02% +3,749 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,735 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,618 shares; 2026Q2: 1,893 shares 1,893 $186K 0.02% +275 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares; 2026Q2: 1,158 shares 1,158 $185K 0.02% 0 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: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares 1,139 $185K 0.02% 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,178 shares; 2026Q1: 1,178 shares; 2026Q2: 1,178 shares 1,178 $183K 0.02% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 2,020 shares; 2026Q1: 2,020 shares; 2026Q2: 2,020 shares 2,020 $181K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,517 shares; 2026Q2: 1,517 shares 1,517 $181K 0.02% 0 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; 2024Q3: 18,181 shares; 2024Q4: 18,973 shares; 2025Q1: 19,220 shares; 2025Q2: 19,162 shares; 2025Q3: 19,463 shares; 2025Q4: 13,823 shares; 2026Q1: 13,461 shares; 2026Q2: 1,320 shares 1,320 $179K 0.01% -12,141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,078 shares; 2026Q1: 6,078 shares; 2026Q2: 6,078 shares 6,078 $179K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 1,520 shares 1,520 $179K 0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $178K 0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $178K 0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $170K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,355 shares; 2026Q2: 1,446 shares 1,446 $170K 0.01% +91 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: 1,951 shares; 2025Q3: 2,611 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares; 2026Q2: 1,854 shares 1,854 $168K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 593 shares 593 $166K 0.01% -50 Timeline SPDW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 3,250 shares 3,250 $164K 0.01% +1,650 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,468 shares; 2025Q3: 5,361 shares; 2025Q4: 5,361 shares; 2026Q1: 5,061 shares; 2026Q2: 5,061 shares 5,061 $162K 0.01% 0 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: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 605 shares; 2026Q2: 781 shares 781 $157K 0.01% +176 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230 $156K 0.01% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,974 shares; 2024Q4: 14,313 shares; 2025Q1: 15,861 shares; 2025Q2: 14,892 shares; 2025Q3: 14,966 shares; 2025Q4: 14,902 shares; 2026Q1: 13,450 shares; 2026Q2: 6,576 shares 6,576 $152K 0.01% -6,874 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 3,692 shares; 2026Q1: 3,692 shares; 2026Q2: 3,692 shares 3,692 $151K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares 1,231 $149K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $149K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $146K 0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,527 shares; 2025Q3: 5,527 shares; 2025Q4: 5,527 shares; 2026Q1: 5,527 shares; 2026Q2: 5,457 shares 5,457 $146K 0.01% -70 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 523 shares; 2026Q2: 677 shares 677 $144K 0.01% +154 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,913 shares; 2024Q4: 14,443 shares; 2025Q1: 10,420 shares; 2025Q2: 9,301 shares; 2025Q3: 9,664 shares; 2025Q4: 8,314 shares; 2026Q1: 7,516 shares; 2026Q2: 6,736 shares 6,736 $144K 0.01% -780 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,200 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares; 2026Q2: 3,860 shares 3,860 $143K 0.01% +1,100 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $142K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $142K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 891 shares; 2026Q2: 1,782 shares 1,782 $139K 0.01% +891 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares 1,028 $136K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 1,333 shares; 2026Q2: 1,533 shares 1,533 $136K 0.01% +200 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,405 shares; 2026Q2: 1,400 shares 1,400 $135K 0.01% -5 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares; 2026Q2: 1,232 shares 1,232 $133K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,172 shares; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares; 2026Q1: 2,474 shares; 2026Q2: 2,474 shares 2,474 $132K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 312 shares; 2026Q2: 328 shares 328 $130K 0.01% +16 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: 16 shares; 2025Q3: 16 shares; 2025Q4: 951 shares; 2026Q1: 651 shares; 2026Q2: 651 shares 651 $127K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,297 shares; 2026Q2: 1,297 shares 1,297 $125K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $124K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $123K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,198 shares; 2025Q3: 1,148 shares; 2025Q4: 729 shares; 2026Q1: 1,103 shares; 2026Q2: 1,103 shares 1,103 $122K 0.01% 0 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,799 shares; 2025Q1: 6,544 shares; 2025Q2: 7,144 shares; 2025Q3: 6,441 shares; 2025Q4: 4,217 shares; 2026Q1: 3,692 shares; 2026Q2: 5,692 shares 5,692 $121K 0.01% +2,000 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 245 shares; 2026Q2: 244 shares 244 $121K 0.01% -1 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $120K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $120K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 316 shares; 2026Q2: 348 shares 348 $120K 0.01% +32 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 569 shares; 2026Q2: 569 shares 569 $120K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,169 shares; 2024Q4: 5,655 shares; 2025Q1: not reported; 2025Q2: 4,357 shares; 2025Q3: 4,251 shares; 2025Q4: 4,171 shares; 2026Q1: 4,181 shares; 2026Q2: 4,337 shares 4,337 $119K 0.01% +156 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $119K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,222 shares; 2026Q1: 1,227 shares; 2026Q2: 1,222 shares 1,222 $118K 0.01% -5 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares; 2026Q2: 1,356 shares 1,356 $118K 0.01% -388 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 56 shares; 2026Q2: 84 shares 84 $116K 0.01% +28 Timeline WSFS WSFS FINL CORP More: the full row for WSFS 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: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $115K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 396 shares 396 $115K 0.01% +10 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,450 shares; 2025Q4: 1,400 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $115K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $114K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,415 shares; 2026Q2: 1,765 shares 1,765 $113K 0.01% +350 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 2,356 shares; 2026Q2: 2,356 shares 2,356 $113K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 1,552 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares; 2026Q2: 1,428 shares 1,428 $113K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 668 shares; 2026Q1: 613 shares; 2026Q2: 836 shares 836 $113K 0.01% +223 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $112K 0.01% 0 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,940 shares; 2024Q4: 7,940 shares; 2025Q1: not reported; 2025Q2: 7,940 shares; 2025Q3: 7,940 shares; 2025Q4: 5,940 shares; 2026Q1: 3,640 shares; 2026Q2: 3,640 shares 3,640 $111K 0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,196 shares; 2026Q1: 3,273 shares; 2026Q2: 2,196 shares 2,196 $111K 0.01% -1,077 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 2,061 shares 2,061 $110K 0.01% +1,738 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,795 shares; 2024Q4: 33,795 shares; 2025Q1: 33,795 shares; 2025Q2: 33,795 shares; 2025Q3: 33,795 shares; 2025Q4: 33,795 shares; 2026Q1: 83,795 shares; 2026Q2: 83,795 shares 83,795 $110K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,612 shares; 2025Q3: 7,612 shares; 2025Q4: 6,177 shares; 2026Q1: 6,177 shares; 2026Q2: 6,177 shares 6,177 $110K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 1,521 shares; 2025Q1: 1,206 shares; 2025Q2: 144 shares; 2025Q3: 130 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $109K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 423 shares 423 $108K 0.01% +223 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,582 shares; 2026Q2: 2,508 shares 2,508 $107K 0.01% -74 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,800 shares; 2026Q2: 2,795 shares 2,795 $106K 0.01% -5 Timeline LCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,136 shares 4,136 $106K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,313 shares; 2025Q3: 5,303 shares; 2025Q4: 5,303 shares; 2026Q1: 4,766 shares; 2026Q2: 4,761 shares 4,761 $104K 0.01% -5 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 383 shares; 2026Q2: 438 shares 438 $104K 0.01% +55 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 390 shares 390 $103K 0.01% +158 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 388 shares; 2026Q2: 388 shares 388 $103K 0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 2,489 shares; 2025Q4: 2,031 shares; 2026Q1: 1,585 shares; 2026Q2: 1,363 shares 1,363 $100K 0.01% -222 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: 2,574 shares; 2025Q2: 2,574 shares; 2025Q3: 2,574 shares; 2025Q4: 1,218 shares; 2026Q1: 1,223 shares; 2026Q2: 1,218 shares 1,218 $98.9K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 238 shares 238 $97.5K 0.01% +23 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 394 shares; 2026Q2: 444 shares 444 $97K 0.01% +50 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 592 shares; 2026Q1: 592 shares; 2026Q2: 592 shares 592 $93.9K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 2,416 shares; 2026Q2: 1,572 shares 1,572 $92.7K 0.01% -844 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 396 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $88.8K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 525 shares; 2026Q2: 1,050 shares 1,050 $86.8K 0.01% +525 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $86.5K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 1,776 shares; 2026Q1: 1,786 shares; 2026Q2: 1,776 shares 1,776 $86.3K 0.01% -10 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 1,137 shares; 2026Q2: 1,137 shares 1,137 $84.5K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 1,626 shares; 2025Q4: 1,442 shares; 2026Q1: 1,411 shares; 2026Q2: 1,092 shares 1,092 $84.2K 0.01% -319 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 846 shares; 2026Q2: 846 shares 846 $84.1K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $83.8K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $83.4K 0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 484 shares 484 $83.3K 0.01% +156 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,361 shares; 2024Q4: 1,431 shares; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,357 shares; 2025Q4: 1,289 shares; 2026Q1: 1,152 shares; 2026Q2: 1,152 shares 1,152 $82.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 922 shares; 2026Q2: 855 shares 855 $82.6K 0.01% -67 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 1,863 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $82.1K 0.01% 0 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,083 shares; 2026Q2: 2,083 shares 2,083 $82K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: 1,051 shares; 2026Q1: 1,900 shares; 2026Q2: 849 shares 849 $81.9K 0.01% -1,051 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 875 shares; 2026Q2: 870 shares 870 $81.9K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 695 shares; 2026Q2: 690 shares 690 $81.4K 0.01% -5 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 537 shares 537 $81.1K 0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 321 shares; 2026Q2: 1,537 shares 1,537 $80.9K 0.01% +1,216 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $80.7K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $79.6K 0.01% 0 Timeline GRO BRAZIL POTASH CORP More: the full row for BRAZIL POTASH 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: 36,900 shares; 2025Q4: 36,900 shares; 2026Q1: 36,900 shares; 2026Q2: 36,900 shares 36,900 $79.3K 0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,556 shares; 2025Q3: 5,556 shares; 2025Q4: 4,556 shares; 2026Q1: 4,556 shares; 2026Q2: 4,556 shares 4,556 $77.9K 0.01% 0 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: 1,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,241 shares; 2025Q3: 1,041 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 1,163 shares 1,163 $77.9K 0.01% +212 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I 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: 1,416 shares 1,416 $77.7K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 287 shares; 2026Q1: 212 shares; 2026Q2: 363 shares 363 $77.2K 0.01% +151 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 1,022 shares; 2026Q2: 1,022 shares 1,022 $77K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $76.5K 0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 761 shares 761 $76.1K 0.01% +299 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares; 2026Q2: 703 shares 703 $75.7K 0.01% -1,035 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,721 shares; 2025Q3: 1,721 shares; 2025Q4: 1,571 shares; 2026Q1: 1,198 shares; 2026Q2: 1,203 shares 1,203 $74.5K 0.01% +5 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 550 shares; 2026Q2: 650 shares 650 $73.6K 0.01% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 291 shares; 2026Q2: 264 shares 264 $73.6K 0.01% -27 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 652 shares; 2026Q1: 652 shares; 2026Q2: 652 shares 652 $73.3K 0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares; 2026Q2: 3,435 shares 3,435 $73.1K 0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares; 2026Q2: 1,115 shares 1,115 $72K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,221 shares; 2026Q2: 1,221 shares 1,221 $71.9K 0.01% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $71.1K 0.01% 0 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $70.9K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $70.5K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 152 shares 152 $70.4K 0.01% +36 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 105 shares 105 $70K 0.01% +61 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 134 shares 134 $70K 0.01% +40 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 421 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $68.4K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 1,550 shares 1,550 $68.2K 0.01% +850 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 424 shares 424 $67.8K 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 380 shares; 2026Q2: 714 shares 714 $67.5K 0.01% +334 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $67.4K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 721 shares 721 $67.3K 0.01% +181 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $67.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 2,200 shares 2,200 $66K 0.01% +1,500 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares 1,020 $65.8K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,380 shares; 2026Q1: 2,380 shares; 2026Q2: 2,380 shares 2,380 $65.7K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,746 shares; 2024Q4: 1,902 shares; 2025Q1: 1,752 shares; 2025Q2: 1,738 shares; 2025Q3: 1,764 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,322 shares 1,322 $64.8K 0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $64.5K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 857 shares; 2026Q1: 862 shares; 2026Q2: 945 shares 945 $64.2K 0.01% +83 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 203 shares; 2026Q2: 202 shares 202 $64.1K 0.01% -1 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares; 2026Q2: 1,563 shares 1,563 $64K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 4,150 shares; 2025Q4: 1,650 shares; 2026Q1: 4,546 shares; 2026Q2: 1,250 shares 1,250 $63.2K 0.01% -3,296 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $62.7K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 577 shares 577 $62.5K 0.01% +290 Timeline AVT AVNET INC More: the full row for AVNET 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: 699 shares; 2026Q2: 699 shares 699 $62.1K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $62K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 789 shares; 2026Q2: 784 shares 784 $61.9K 0.01% -5 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 451 shares; 2026Q2: 450 shares 450 $61.6K 0.01% -1 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $60.9K 0.01% 0 Timeline GSLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $59.3K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 139 shares 139 $59.1K <0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $59K <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC 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: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $58.8K <0.01% 0 Timeline SCHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $58.3K <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 328 shares 328 $58.1K <0.01% +176 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 144 shares 144 $57.9K <0.01% +83 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 141 shares; 2026Q2: 139 shares 139 $57.7K <0.01% -2 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 134 shares 134 $56.8K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 300 shares 300 $55.6K <0.01% -200 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 48 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $55.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $55K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,415 shares; 2026Q2: 9,415 shares 9,415 $54.9K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares; 2026Q2: 238 shares 238 $54.6K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 598 shares 598 $54.3K <0.01% -11 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,921 shares; 2024Q4: 8,247 shares; 2025Q1: 9,121 shares; 2025Q2: 2,770 shares; 2025Q3: 2,156 shares; 2025Q4: 1,615 shares; 2026Q1: 1,585 shares; 2026Q2: 1,575 shares 1,575 $53.5K <0.01% -10 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 344 shares; 2026Q2: 318 shares 318 $53K <0.01% -26 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $52.9K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $52.3K <0.01% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares; 2026Q2: 3,221 shares 3,221 $52.1K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,188 shares; 2025Q3: 1,168 shares; 2025Q4: 1,021 shares; 2026Q1: 820 shares; 2026Q2: 773 shares 773 $51.9K <0.01% -47 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: 856 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 804 shares 804 $51.5K <0.01% -35 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $51.4K <0.01% 0 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 856 shares; 2026Q2: 856 shares 856 $51.2K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 175 shares 175 $51K <0.01% +55 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 907 shares; 2026Q2: 907 shares 907 $50.3K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 23 shares; 2026Q2: 22 shares 22 $50K <0.01% -1 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,063 shares; 2025Q3: 3,051 shares; 2025Q4: 3,040 shares; 2026Q1: 3,040 shares; 2026Q2: 3,129 shares 3,129 $49.7K <0.01% +89 Timeline UPGD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $49.2K <0.01% 0 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; 2024Q3: 18,351 shares; 2024Q4: 20,438 shares; 2025Q1: 20,137 shares; 2025Q2: 15,971 shares; 2025Q3: 17,401 shares; 2025Q4: 2,038 shares; 2026Q1: 1,876 shares; 2026Q2: 1,441 shares 1,441 $49K <0.01% -435 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 217 shares 217 $48.3K <0.01% +57 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 566 shares; 2026Q2: 582 shares 582 $48.2K <0.01% +16 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,173 shares 1,173 $47.8K <0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $47.5K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $47.5K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 351 shares 351 $47.1K <0.01% +160 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 250 shares; 2025Q4: 731 shares; 2026Q1: 928 shares; 2026Q2: 835 shares 835 $46.4K <0.01% -93 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 155 shares; 2026Q2: 207 shares 207 $46.3K <0.01% +52 Timeline BIV 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: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 600 shares 600 $46K <0.01% -300 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 600 shares 600 $45.8K <0.01% -600 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 597 shares; 2026Q2: 597 shares 597 $45.1K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $44.9K <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,322 shares 1,322 $44.2K <0.01% 0 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $43.9K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $43.4K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 600 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 752 shares; 2025Q4: 4,002 shares; 2026Q1: 940 shares; 2026Q2: 435 shares 435 $43.2K <0.01% -505 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 252 shares 252 $43.1K <0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $42.2K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,118 shares; 2024Q4: 6,843 shares; 2025Q1: 9,304 shares; 2025Q2: 11,025 shares; 2025Q3: 11,985 shares; 2025Q4: 12,403 shares; 2026Q1: 12,492 shares; 2026Q2: 971 shares 971 $41.9K <0.01% -11,521 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,920 shares; 2026Q2: 3,920 shares 3,920 $41.8K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 255 shares 255 $41.5K <0.01% +121 Timeline