AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561,101 shares; 2024Q4: 576,462 shares; 2025Q1: 568,221 shares; 2025Q2: 567,406 shares; 2025Q3: 567,055 shares; 2025Q4: 582,482 shares; 2026Q1: not loaded; 2026Q2: 585,123 shares 585,123 $169M 6.31% 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: 373,987 shares; 2024Q4: 379,163 shares; 2025Q1: 379,127 shares; 2025Q2: 378,444 shares; 2025Q3: 379,635 shares; 2025Q4: 375,243 shares; 2026Q1: not loaded; 2026Q2: 367,828 shares 367,828 $130M 4.85% 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: 213,326 shares; 2024Q4: 224,291 shares; 2025Q1: 226,046 shares; 2025Q2: 227,728 shares; 2025Q3: 233,639 shares; 2025Q4: 237,666 shares; 2026Q1: not loaded; 2026Q2: 254,322 shares 254,322 $94.9M 3.54% 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: 139,691 shares; 2024Q4: 131,849 shares; 2025Q1: 126,983 shares; 2025Q2: 124,570 shares; 2025Q3: 131,670 shares; 2025Q4: 130,526 shares; 2026Q1: not loaded; 2026Q2: 119,735 shares 119,735 $86.6M 3.23% 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: 314,803 shares; 2024Q4: 315,793 shares; 2025Q1: 314,436 shares; 2025Q2: 315,376 shares; 2025Q3: 318,116 shares; 2025Q4: 323,315 shares; 2026Q1: not loaded; 2026Q2: 341,911 shares 341,911 $81.5M 3.04% 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: 316,932 shares; 2024Q4: 319,696 shares; 2025Q1: 336,461 shares; 2025Q2: 338,333 shares; 2025Q3: 344,546 shares; 2025Q4: 348,738 shares; 2026Q1: not loaded; 2026Q2: 363,585 shares 363,585 $72.7M 2.71% 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: 210,843 shares; 2024Q4: 214,320 shares; 2025Q1: 212,167 shares; 2025Q2: 211,639 shares; 2025Q3: 210,881 shares; 2025Q4: 210,011 shares; 2026Q1: not loaded; 2026Q2: 215,608 shares 215,608 $70.6M 2.63% 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: 80,142 shares; 2024Q4: 166,016 shares; 2025Q1: 167,399 shares; 2025Q2: 167,724 shares; 2025Q3: 177,358 shares; 2025Q4: 185,267 shares; 2026Q1: not loaded; 2026Q2: 203,595 shares 203,595 $69.4M 2.59% 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: 121,349 shares; 2024Q4: 123,197 shares; 2025Q1: 123,178 shares; 2025Q2: 121,849 shares; 2025Q3: 123,123 shares; 2025Q4: 125,215 shares; 2026Q1: not loaded; 2026Q2: 128,488 shares 128,488 $64.3M 2.4% 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: 22,140 shares; 2024Q4: 41,544 shares; 2025Q1: 50,552 shares; 2025Q2: 50,118 shares; 2025Q3: 56,092 shares; 2025Q4: 66,644 shares; 2026Q1: not loaded; 2026Q2: 79,463 shares 79,463 $54.6M 2.04% 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: 160,254 shares; 2024Q4: 159,754 shares; 2025Q1: 157,027 shares; 2025Q2: 172,783 shares; 2025Q3: 178,024 shares; 2025Q4: 191,009 shares; 2026Q1: not loaded; 2026Q2: 212,013 shares 212,013 $53.8M 2.01% 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: 51,509 shares; 2024Q4: 51,124 shares; 2025Q1: 51,137 shares; 2025Q2: 50,965 shares; 2025Q3: 51,537 shares; 2025Q4: 52,184 shares; 2026Q1: not loaded; 2026Q2: 52,299 shares 52,299 $48.9M 1.82% 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: 32,099 shares; 2024Q4: 48,475 shares; 2025Q1: 57,388 shares; 2025Q2: 70,734 shares; 2025Q3: 82,817 shares; 2025Q4: 91,638 shares; 2026Q1: not loaded; 2026Q2: 100,462 shares 100,462 $48M 1.79% 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: 241,104 shares; 2024Q4: 275,249 shares; 2025Q1: 316,059 shares; 2025Q2: 358,303 shares; 2025Q3: 450,306 shares; 2025Q4: 732,514 shares; 2026Q1: not loaded; 2026Q2: 900,431 shares 900,431 $45.2M 1.69% 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: 172,490 shares; 2024Q4: 169,583 shares; 2025Q1: 162,796 shares; 2025Q2: 162,068 shares; 2025Q3: 174,524 shares; 2025Q4: 168,625 shares; 2026Q1: not loaded; 2026Q2: 162,450 shares 162,450 $40.9M 1.52% 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: 57,625 shares; 2024Q4: 57,941 shares; 2025Q1: 58,838 shares; 2025Q2: 59,502 shares; 2025Q3: 61,734 shares; 2025Q4: 66,128 shares; 2026Q1: not loaded; 2026Q2: 69,372 shares 69,372 $39.1M 1.46% 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: 366,808 shares; 2024Q4: 377,120 shares; 2025Q1: 385,592 shares; 2025Q2: 389,391 shares; 2025Q3: 399,835 shares; 2025Q4: 413,677 shares; 2026Q1: not loaded; 2026Q2: 429,130 shares 429,130 $37.7M 1.4% 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: 246,575 shares; 2024Q4: 313,285 shares; 2025Q1: 339,017 shares; 2025Q2: 337,920 shares; 2025Q3: 385,388 shares; 2025Q4: 415,505 shares; 2026Q1: not loaded; 2026Q2: 431,810 shares 431,810 $33.3M 1.24% 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: 87,612 shares; 2024Q4: 94,167 shares; 2025Q1: 92,421 shares; 2025Q2: 90,855 shares; 2025Q3: 89,859 shares; 2025Q4: 91,020 shares; 2026Q1: not loaded; 2026Q2: 90,436 shares 90,436 $32.3M 1.21% 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: 34,511 shares; 2025Q1: 42,145 shares; 2025Q2: 61,526 shares; 2025Q3: 72,979 shares; 2025Q4: 85,552 shares; 2026Q1: not loaded; 2026Q2: 100,678 shares 100,678 $30.1M 1.12% 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: 60,085 shares; 2024Q4: 60,583 shares; 2025Q1: 59,402 shares; 2025Q2: 58,604 shares; 2025Q3: 57,952 shares; 2025Q4: 57,562 shares; 2026Q1: not loaded; 2026Q2: 56,288 shares 56,288 $28.9M 1.08% 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: 28,782 shares; 2025Q1: 28,052 shares; 2025Q2: 27,742 shares; 2025Q3: 27,641 shares; 2025Q4: 27,814 shares; 2026Q1: not loaded; 2026Q2: 27,677 shares 27,677 $26.6M 0.99% 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: 92,865 shares; 2024Q4: 96,240 shares; 2025Q1: 97,773 shares; 2025Q2: 100,321 shares; 2025Q3: 114,858 shares; 2025Q4: 136,295 shares; 2026Q1: not loaded; 2026Q2: 314,394 shares 314,394 $26.3M 0.98% 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: 151,209 shares; 2024Q4: 148,462 shares; 2025Q1: 145,494 shares; 2025Q2: 143,306 shares; 2025Q3: 141,913 shares; 2025Q4: 139,228 shares; 2026Q1: not loaded; 2026Q2: 137,803 shares 137,803 $26.1M 0.98% 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: 69,665 shares; 2024Q4: 70,034 shares; 2025Q1: 68,925 shares; 2025Q2: 69,098 shares; 2025Q3: 67,302 shares; 2025Q4: 69,315 shares; 2026Q1: not loaded; 2026Q2: 65,795 shares 65,795 $26.1M 0.97% 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: 62,980 shares; 2024Q4: 65,770 shares; 2025Q1: 65,994 shares; 2025Q2: 66,036 shares; 2025Q3: 67,874 shares; 2025Q4: 69,818 shares; 2026Q1: not loaded; 2026Q2: 75,217 shares 75,217 $25.8M 0.96% 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: 143,930 shares; 2024Q4: 178,136 shares; 2025Q1: 189,490 shares; 2025Q2: 184,728 shares; 2025Q3: 167,447 shares; 2025Q4: 174,789 shares; 2026Q1: not loaded; 2026Q2: 172,840 shares 172,840 $25.6M 0.96% 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: 43,435 shares; 2024Q4: 46,505 shares; 2025Q1: 46,490 shares; 2025Q2: 46,616 shares; 2025Q3: 47,994 shares; 2025Q4: 47,970 shares; 2026Q1: not loaded; 2026Q2: 50,515 shares 50,515 $25.3M 0.94% 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: 95,444 shares; 2024Q4: 98,239 shares; 2025Q1: 98,737 shares; 2025Q2: 100,511 shares; 2025Q3: 103,246 shares; 2025Q4: 106,725 shares; 2026Q1: not loaded; 2026Q2: 112,190 shares 112,190 $24.7M 0.92% 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: 167,697 shares; 2024Q4: 175,859 shares; 2025Q1: 178,043 shares; 2025Q2: 178,333 shares; 2025Q3: 191,319 shares; 2025Q4: 188,853 shares; 2026Q1: not loaded; 2026Q2: 167,914 shares 167,914 $24.6M 0.92% 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: 193,770 shares; 2024Q4: 194,397 shares; 2025Q1: 186,334 shares; 2025Q2: 188,621 shares; 2025Q3: 202,980 shares; 2025Q4: 203,485 shares; 2026Q1: not loaded; 2026Q2: 205,490 shares 205,490 $24.1M 0.9% 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: 147,975 shares; 2024Q4: 154,497 shares; 2025Q1: 156,258 shares; 2025Q2: 157,335 shares; 2025Q3: 158,153 shares; 2025Q4: 163,786 shares; 2026Q1: not loaded; 2026Q2: 166,839 shares 166,839 $23.9M 0.89% 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: 44,510 shares; 2024Q4: 43,735 shares; 2025Q1: 42,384 shares; 2025Q2: 45,090 shares; 2025Q3: 47,573 shares; 2025Q4: 50,163 shares; 2026Q1: not loaded; 2026Q2: 54,039 shares 54,039 $23M 0.86% 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: 55,474 shares; 2024Q4: 56,071 shares; 2025Q1: 55,716 shares; 2025Q2: 56,107 shares; 2025Q3: 56,035 shares; 2025Q4: 58,312 shares; 2026Q1: not loaded; 2026Q2: 59,110 shares 59,110 $20.8M 0.78% Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,600 shares; 2024Q4: 100,750 shares; 2025Q1: 98,670 shares; 2025Q2: 97,351 shares; 2025Q3: 95,351 shares; 2025Q4: 93,328 shares; 2026Q1: not loaded; 2026Q2: 91,239 shares 91,239 $20.4M 0.76% 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: 91,358 shares; 2024Q4: 96,203 shares; 2025Q1: 96,892 shares; 2025Q2: 96,098 shares; 2025Q3: 99,530 shares; 2025Q4: 84,585 shares; 2026Q1: not loaded; 2026Q2: 75,008 shares 75,008 $20.4M 0.76% 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: 71,764 shares; 2024Q4: 69,268 shares; 2025Q1: 68,739 shares; 2025Q2: 68,378 shares; 2025Q3: 69,387 shares; 2025Q4: 70,192 shares; 2026Q1: not loaded; 2026Q2: 71,350 shares 71,350 $19.9M 0.74% 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: 22,780 shares; 2024Q4: 16,040 shares; 2025Q1: 16,507 shares; 2025Q2: 16,682 shares; 2025Q3: 17,537 shares; 2025Q4: 35,463 shares; 2026Q1: not loaded; 2026Q2: 49,637 shares 49,637 $18.8M 0.7% 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: 225,023 shares; 2024Q4: 253,503 shares; 2025Q1: 255,815 shares; 2025Q2: 262,700 shares; 2025Q3: 270,399 shares; 2025Q4: 281,792 shares; 2026Q1: not loaded; 2026Q2: 295,938 shares 295,938 $18.3M 0.68% 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: 171,701 shares; 2024Q4: 173,702 shares; 2025Q1: 171,308 shares; 2025Q2: 167,674 shares; 2025Q3: 166,151 shares; 2025Q4: 160,271 shares; 2026Q1: not loaded; 2026Q2: 159,275 shares 159,275 $18M 0.67% 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: 208,881 shares; 2024Q4: 199,281 shares; 2025Q1: 192,426 shares; 2025Q2: 190,755 shares; 2025Q3: 189,374 shares; 2025Q4: 187,402 shares; 2026Q1: not loaded; 2026Q2: 191,092 shares 191,092 $17.3M 0.65% Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,784 shares; 2024Q4: 112,542 shares; 2025Q1: 110,407 shares; 2025Q2: 112,058 shares; 2025Q3: 127,861 shares; 2025Q4: 120,983 shares; 2026Q1: not loaded; 2026Q2: 117,767 shares 117,767 $16.1M 0.6% 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: 112,583 shares; 2024Q4: 106,192 shares; 2025Q1: 103,666 shares; 2025Q2: 103,618 shares; 2025Q3: 105,465 shares; 2025Q4: 99,467 shares; 2026Q1: not loaded; 2026Q2: 97,038 shares 97,038 $16.1M 0.6% 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: 160,635 shares; 2024Q4: 167,561 shares; 2025Q1: 166,547 shares; 2025Q2: 165,672 shares; 2025Q3: 172,936 shares; 2025Q4: 187,681 shares; 2026Q1: not loaded; 2026Q2: 223,679 shares 223,679 $15.9M 0.59% 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: 51,724 shares; 2024Q4: 57,990 shares; 2025Q1: 60,896 shares; 2025Q2: 61,296 shares; 2025Q3: 63,076 shares; 2025Q4: 65,905 shares; 2026Q1: not loaded; 2026Q2: 69,194 shares 69,194 $15.3M 0.57% 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: 123,839 shares; 2024Q4: 121,802 shares; 2025Q1: 121,922 shares; 2025Q2: 120,099 shares; 2025Q3: 118,014 shares; 2025Q4: 115,238 shares; 2026Q1: not loaded; 2026Q2: 110,474 shares 110,474 $15M 0.56% 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: 126,847 shares; 2024Q4: 116,338 shares; 2025Q1: 110,160 shares; 2025Q2: 108,847 shares; 2025Q3: 107,073 shares; 2025Q4: 106,545 shares; 2026Q1: not loaded; 2026Q2: 106,435 shares 106,435 $13.7M 0.51% 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: 12,745 shares; 2024Q4: 12,291 shares; 2025Q1: 11,953 shares; 2025Q2: 11,993 shares; 2025Q3: 11,918 shares; 2025Q4: 11,684 shares; 2026Q1: not loaded; 2026Q2: 11,962 shares 11,962 $12.7M 0.48% Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,490 shares; 2025Q1: 59,021 shares; 2025Q2: 71,282 shares; 2025Q3: 85,005 shares; 2025Q4: 96,589 shares; 2026Q1: not loaded; 2026Q2: 125,859 shares 125,859 $12.7M 0.47% 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: 48,464 shares; 2024Q4: 47,899 shares; 2025Q1: 45,331 shares; 2025Q2: 44,637 shares; 2025Q3: 44,194 shares; 2025Q4: 42,484 shares; 2026Q1: not loaded; 2026Q2: 42,758 shares 42,758 $12.5M 0.47% 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: 14,324 shares; 2024Q4: 18,771 shares; 2025Q1: 21,957 shares; 2025Q2: 24,701 shares; 2025Q3: 26,190 shares; 2025Q4: 29,870 shares; 2026Q1: not loaded; 2026Q2: 33,724 shares 33,724 $12.5M 0.47% 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: 60,948 shares; 2024Q4: 61,171 shares; 2025Q1: 58,022 shares; 2025Q2: 58,662 shares; 2025Q3: 58,120 shares; 2025Q4: 58,747 shares; 2026Q1: not loaded; 2026Q2: 55,162 shares 55,162 $12.4M 0.46% 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: 47,761 shares; 2024Q4: 49,222 shares; 2025Q1: 48,502 shares; 2025Q2: 49,044 shares; 2025Q3: 48,447 shares; 2025Q4: 46,293 shares; 2026Q1: not loaded; 2026Q2: 45,688 shares 45,688 $12.3M 0.46% 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: 37,575 shares; 2024Q4: 44,008 shares; 2025Q1: 46,655 shares; 2025Q2: 55,194 shares; 2025Q3: 72,352 shares; 2025Q4: 80,197 shares; 2026Q1: not loaded; 2026Q2: 78,520 shares 78,520 $12.3M 0.46% 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: 5,899 shares; 2024Q4: 10,941 shares; 2025Q1: 12,474 shares; 2025Q2: 13,460 shares; 2025Q3: 15,056 shares; 2025Q4: 15,895 shares; 2026Q1: not loaded; 2026Q2: 17,022 shares 17,022 $12.1M 0.45% 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: 51,214 shares; 2024Q4: 49,826 shares; 2025Q1: 45,325 shares; 2025Q2: 42,928 shares; 2025Q3: 45,001 shares; 2025Q4: 40,959 shares; 2026Q1: not loaded; 2026Q2: 43,069 shares 43,069 $12.1M 0.45% 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: 79,898 shares; 2024Q4: 79,253 shares; 2025Q1: 78,779 shares; 2025Q2: 77,626 shares; 2025Q3: 76,900 shares; 2025Q4: 78,550 shares; 2026Q1: not loaded; 2026Q2: 77,774 shares 77,774 $11.8M 0.44% 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: 21,102 shares; 2024Q4: 18,483 shares; 2025Q1: 17,592 shares; 2025Q2: 17,438 shares; 2025Q3: 17,449 shares; 2025Q4: 17,186 shares; 2026Q1: not loaded; 2026Q2: 18,240 shares 18,240 $11.6M 0.43% 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: 28,535 shares; 2024Q4: 30,973 shares; 2025Q1: 32,295 shares; 2025Q2: 33,115 shares; 2025Q3: 36,461 shares; 2025Q4: 42,563 shares; 2026Q1: not loaded; 2026Q2: 48,055 shares 48,055 $11.4M 0.42% 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: 11,144 shares; 2024Q4: 12,282 shares; 2025Q1: 13,334 shares; 2025Q2: 14,668 shares; 2025Q3: 14,642 shares; 2025Q4: 14,286 shares; 2026Q1: not loaded; 2026Q2: 15,026 shares 15,026 $11.2M 0.42% 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: 2,775 shares; 2024Q4: 2,706 shares; 2025Q1: 2,635 shares; 2025Q2: 2,620 shares; 2025Q3: 2,578 shares; 2025Q4: 2,587 shares; 2026Q1: not loaded; 2026Q2: 61,246 shares 61,246 $10.9M 0.41% Timeline VGSH 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: 846 shares; 2025Q1: 1,076 shares; 2025Q2: 4,061 shares; 2025Q3: 24,933 shares; 2025Q4: 59,794 shares; 2026Q1: not loaded; 2026Q2: 185,796 shares 185,796 $10.8M 0.4% 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: 42,969 shares; 2024Q4: 43,123 shares; 2025Q1: 42,184 shares; 2025Q2: 42,086 shares; 2025Q3: 40,828 shares; 2025Q4: 40,154 shares; 2026Q1: not loaded; 2026Q2: 39,339 shares 39,339 $10.6M 0.4% 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: 8,117 shares; 2024Q4: 8,659 shares; 2025Q1: 8,617 shares; 2025Q2: 9,015 shares; 2025Q3: 8,983 shares; 2025Q4: 8,466 shares; 2026Q1: not loaded; 2026Q2: 8,529 shares 8,529 $10.2M 0.38% 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: 209,789 shares; 2024Q4: 203,311 shares; 2025Q1: 199,008 shares; 2025Q2: 194,629 shares; 2025Q3: 195,794 shares; 2025Q4: 191,408 shares; 2026Q1: not loaded; 2026Q2: 186,372 shares 186,372 $10.1M 0.38% 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: 102,241 shares; 2024Q4: 104,604 shares; 2025Q1: 103,363 shares; 2025Q2: 102,333 shares; 2025Q3: 107,408 shares; 2025Q4: 127,358 shares; 2026Q1: not loaded; 2026Q2: 167,562 shares 167,562 $10M 0.37% 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: 29,812 shares; 2024Q4: 31,699 shares; 2025Q1: 31,643 shares; 2025Q2: 32,393 shares; 2025Q3: 32,064 shares; 2025Q4: 31,831 shares; 2026Q1: not loaded; 2026Q2: 31,406 shares 31,406 $9.89M 0.37% Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 29,119 shares; 2025Q1: 40,230 shares; 2025Q2: 52,198 shares; 2025Q3: 60,200 shares; 2025Q4: 66,960 shares; 2026Q1: not loaded; 2026Q2: 72,793 shares 72,793 $9.86M 0.37% 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: 13,801 shares; 2024Q4: 13,565 shares; 2025Q1: 11,736 shares; 2025Q2: 11,122 shares; 2025Q3: 11,485 shares; 2025Q4: 11,665 shares; 2026Q1: not loaded; 2026Q2: 12,718 shares 12,718 $9.37M 0.35% 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: 30,975 shares; 2024Q4: 31,245 shares; 2025Q1: 31,202 shares; 2025Q2: 31,018 shares; 2025Q3: 30,719 shares; 2025Q4: 30,276 shares; 2026Q1: not loaded; 2026Q2: 29,400 shares 29,400 $9.25M 0.34% 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: 13,187 shares; 2024Q4: 13,212 shares; 2025Q1: 11,595 shares; 2025Q2: 10,781 shares; 2025Q3: 10,825 shares; 2025Q4: 11,365 shares; 2026Q1: not loaded; 2026Q2: 12,272 shares 12,272 $9.19M 0.34% 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: 31,961 shares; 2025Q1: 29,888 shares; 2025Q2: 29,110 shares; 2025Q3: 22,333 shares; 2025Q4: 22,061 shares; 2026Q1: not loaded; 2026Q2: 20,494 shares 20,494 $8.88M 0.33% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,837 shares; 2024Q4: 117,690 shares; 2025Q1: 108,276 shares; 2025Q2: 105,830 shares; 2025Q3: 100,339 shares; 2025Q4: 92,761 shares; 2026Q1: not loaded; 2026Q2: 82,754 shares 82,754 $8.46M 0.32% 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: 49,090 shares; 2024Q4: 76,783 shares; 2025Q1: 85,658 shares; 2025Q2: 87,565 shares; 2025Q3: 92,410 shares; 2025Q4: 95,960 shares; 2026Q1: not loaded; 2026Q2: 99,381 shares 99,381 $8.42M 0.31% 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: 9,848 shares; 2024Q4: 17,881 shares; 2025Q1: 20,437 shares; 2025Q2: 21,937 shares; 2025Q3: 24,883 shares; 2025Q4: 30,331 shares; 2026Q1: not loaded; 2026Q2: 35,021 shares 35,021 $8.37M 0.31% 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: 23,459 shares; 2024Q4: 23,169 shares; 2025Q1: 23,618 shares; 2025Q2: 23,504 shares; 2025Q3: 23,786 shares; 2025Q4: 24,632 shares; 2026Q1: not loaded; 2026Q2: 24,582 shares 24,582 $8.31M 0.31% 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: 23,210 shares; 2024Q4: 23,245 shares; 2025Q1: 22,431 shares; 2025Q2: 22,259 shares; 2025Q3: 22,620 shares; 2025Q4: 22,458 shares; 2026Q1: not loaded; 2026Q2: 22,744 shares 22,744 $8.24M 0.31% 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: 94,703 shares; 2024Q4: 98,570 shares; 2025Q1: 97,424 shares; 2025Q2: 96,524 shares; 2025Q3: 94,038 shares; 2025Q4: 89,959 shares; 2026Q1: not loaded; 2026Q2: 82,224 shares 82,224 $7.97M 0.3% 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: 14,008 shares; 2024Q4: 13,961 shares; 2025Q1: 13,895 shares; 2025Q2: 14,040 shares; 2025Q3: 14,669 shares; 2025Q4: 14,725 shares; 2026Q1: not loaded; 2026Q2: 14,375 shares 14,375 $7.32M 0.27% 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: 48,365 shares; 2024Q4: 47,968 shares; 2025Q1: 46,896 shares; 2025Q2: 46,558 shares; 2025Q3: 45,739 shares; 2025Q4: 45,745 shares; 2026Q1: not loaded; 2026Q2: 46,466 shares 46,466 $7.28M 0.27% Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,134 shares; 2024Q4: 26,921 shares; 2025Q1: 26,985 shares; 2025Q2: 26,837 shares; 2025Q3: 27,062 shares; 2025Q4: 27,179 shares; 2026Q1: not loaded; 2026Q2: 27,630 shares 27,630 $7.21M 0.27% 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: 69,210 shares; 2024Q4: 62,078 shares; 2025Q1: 58,658 shares; 2025Q2: 58,688 shares; 2025Q3: 58,869 shares; 2025Q4: 58,192 shares; 2026Q1: not loaded; 2026Q2: 56,657 shares 56,657 $6.98M 0.26% 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: 43,031 shares; 2024Q4: 44,938 shares; 2025Q1: 43,623 shares; 2025Q2: 45,010 shares; 2025Q3: 44,520 shares; 2025Q4: 45,374 shares; 2026Q1: not loaded; 2026Q2: 46,643 shares 46,643 $6.84M 0.25% 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: 30,647 shares; 2024Q4: 30,805 shares; 2025Q1: 30,386 shares; 2025Q2: 30,901 shares; 2025Q3: 31,056 shares; 2025Q4: 31,149 shares; 2026Q1: not loaded; 2026Q2: 30,592 shares 30,592 $6.82M 0.25% 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: 20,559 shares; 2024Q4: 20,385 shares; 2025Q1: 20,306 shares; 2025Q2: 20,432 shares; 2025Q3: 20,401 shares; 2025Q4: 20,342 shares; 2026Q1: not loaded; 2026Q2: 19,977 shares 19,977 $6.81M 0.25% Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,226 shares; 2024Q4: 45,936 shares; 2025Q1: 56,842 shares; 2025Q2: 54,306 shares; 2025Q3: 56,042 shares; 2025Q4: 53,264 shares; 2026Q1: not loaded; 2026Q2: 51,986 shares 51,986 $6.31M 0.24% 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: 700 shares; 2024Q4: 6,061 shares; 2025Q1: 6,061 shares; 2025Q2: 6,203 shares; 2025Q3: 6,279 shares; 2025Q4: 6,416 shares; 2026Q1: not loaded; 2026Q2: 50,314 shares 50,314 $6.01M 0.22% 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: 51,033 shares; 2024Q4: 49,459 shares; 2025Q1: 45,643 shares; 2025Q2: 46,302 shares; 2025Q3: 44,352 shares; 2025Q4: 42,852 shares; 2026Q1: not loaded; 2026Q2: 42,176 shares 42,176 $5.89M 0.22% 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: 42,654 shares; 2024Q4: 77,168 shares; 2025Q1: 75,305 shares; 2025Q2: 73,336 shares; 2025Q3: 72,721 shares; 2025Q4: 72,497 shares; 2026Q1: not loaded; 2026Q2: 77,349 shares 77,349 $5.68M 0.21% 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: 25,389 shares; 2024Q4: 25,061 shares; 2025Q1: 24,802 shares; 2025Q2: 24,961 shares; 2025Q3: 24,812 shares; 2025Q4: 25,279 shares; 2026Q1: not loaded; 2026Q2: 23,674 shares 23,674 $5.63M 0.21% 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: 57,243 shares; 2024Q4: 51,198 shares; 2025Q1: 47,297 shares; 2025Q2: 44,336 shares; 2025Q3: 42,995 shares; 2025Q4: 40,067 shares; 2026Q1: not loaded; 2026Q2: 34,268 shares 34,268 $5.61M 0.21% Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,160 shares; 2024Q4: 15,153 shares; 2025Q1: 14,811 shares; 2025Q2: 14,537 shares; 2025Q3: 14,862 shares; 2025Q4: 13,868 shares; 2026Q1: not loaded; 2026Q2: 22,092 shares 22,092 $5.26M 0.2% 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: 109,179 shares; 2024Q4: 93,652 shares; 2025Q1: 91,521 shares; 2025Q2: 91,220 shares; 2025Q3: 93,020 shares; 2025Q4: 88,548 shares; 2026Q1: not loaded; 2026Q2: 89,994 shares 89,994 $5.13M 0.19% 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: 77,373 shares; 2024Q4: 77,353 shares; 2025Q1: 77,189 shares; 2025Q2: 77,113 shares; 2025Q3: 80,136 shares; 2025Q4: 52,571 shares; 2026Q1: not loaded; 2026Q2: 40,149 shares 40,149 $5M 0.19% 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: 69,879 shares; 2024Q4: 62,800 shares; 2025Q1: 59,199 shares; 2025Q2: 54,036 shares; 2025Q3: 47,196 shares; 2025Q4: 38,622 shares; 2026Q1: not loaded; 2026Q2: 32,999 shares 32,999 $4.99M 0.19% 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: 79,045 shares; 2024Q4: 68,605 shares; 2025Q1: 58,419 shares; 2025Q2: 59,124 shares; 2025Q3: 58,851 shares; 2025Q4: 58,163 shares; 2026Q1: not loaded; 2026Q2: 57,512 shares 57,512 $4.67M 0.17% 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: 9,018 shares; 2024Q4: 8,952 shares; 2025Q1: 8,733 shares; 2025Q2: 8,548 shares; 2025Q3: 8,571 shares; 2025Q4: 8,511 shares; 2026Q1: not loaded; 2026Q2: 8,605 shares 8,605 $4.47M 0.17% 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: 13,382 shares; 2024Q4: 13,676 shares; 2025Q1: 13,889 shares; 2025Q2: 14,702 shares; 2025Q3: 14,811 shares; 2025Q4: 14,602 shares; 2026Q1: not loaded; 2026Q2: 14,757 shares 14,757 $4.4M 0.16% 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: 27,180 shares; 2024Q4: 29,011 shares; 2025Q1: 30,526 shares; 2025Q2: 25,659 shares; 2025Q3: 26,199 shares; 2025Q4: 26,721 shares; 2026Q1: not loaded; 2026Q2: 27,803 shares 27,803 $4.39M 0.16% 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: 8,840 shares; 2024Q4: 9,137 shares; 2025Q1: 9,341 shares; 2025Q2: 9,626 shares; 2025Q3: 10,056 shares; 2025Q4: 11,132 shares; 2026Q1: not loaded; 2026Q2: 11,572 shares 11,572 $4.26M 0.16% 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: 19,490 shares; 2024Q4: 18,458 shares; 2025Q1: 17,047 shares; 2025Q2: 16,956 shares; 2025Q3: 16,767 shares; 2025Q4: 16,410 shares; 2026Q1: not loaded; 2026Q2: 15,346 shares 15,346 $4.23M 0.16% 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: 81,952 shares; 2024Q4: 78,854 shares; 2025Q1: 77,489 shares; 2025Q2: 76,447 shares; 2025Q3: 76,035 shares; 2025Q4: 75,166 shares; 2026Q1: not loaded; 2026Q2: 71,765 shares 71,765 $4.15M 0.15% 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: 119,702 shares; 2024Q4: 112,100 shares; 2025Q1: 106,731 shares; 2025Q2: 108,375 shares; 2025Q3: 108,151 shares; 2025Q4: 103,077 shares; 2026Q1: not loaded; 2026Q2: 97,458 shares 97,458 $4.13M 0.15% Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,063 shares; 2024Q4: 24,872 shares; 2025Q1: 23,781 shares; 2025Q2: 23,616 shares; 2025Q3: 23,359 shares; 2025Q4: 23,284 shares; 2026Q1: not loaded; 2026Q2: 22,585 shares 22,585 $4.04M 0.15% Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,993 shares; 2024Q4: 7,910 shares; 2025Q1: 8,358 shares; 2025Q2: 10,266 shares; 2025Q3: 9,810 shares; 2025Q4: 10,261 shares; 2026Q1: not loaded; 2026Q2: 10,808 shares 10,808 $4.04M 0.15% 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 818 shares; 2025Q3: 1,298 shares; 2025Q4: 1,305 shares; 2026Q1: not loaded; 2026Q2: 3,423 shares 3,423 $3.95M 0.15% 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: 21,140 shares; 2024Q4: 24,286 shares; 2025Q1: 24,025 shares; 2025Q2: 23,819 shares; 2025Q3: 22,729 shares; 2025Q4: 23,021 shares; 2026Q1: not loaded; 2026Q2: 20,696 shares 20,696 $3.94M 0.15% Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 1,525 shares; 2025Q3: 1,577 shares; 2025Q4: 28,549 shares; 2026Q1: not loaded; 2026Q2: 53,996 shares 53,996 $3.9M 0.15% 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: 18,083 shares; 2024Q4: 18,166 shares; 2025Q1: 17,774 shares; 2025Q2: 20,409 shares; 2025Q3: 20,039 shares; 2025Q4: 19,861 shares; 2026Q1: not loaded; 2026Q2: 19,357 shares 19,357 $3.88M 0.14% 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: 72,804 shares; 2024Q4: 66,451 shares; 2025Q1: 65,969 shares; 2025Q2: 66,037 shares; 2025Q3: 66,321 shares; 2025Q4: 64,200 shares; 2026Q1: not loaded; 2026Q2: 63,665 shares 63,665 $3.85M 0.14% 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: 6,266 shares; 2024Q4: 6,029 shares; 2025Q1: 6,139 shares; 2025Q2: 6,161 shares; 2025Q3: 6,161 shares; 2025Q4: 6,214 shares; 2026Q1: not loaded; 2026Q2: 9,411 shares 9,411 $3.83M 0.14% 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: 408,123 shares; 2024Q4: 323,516 shares; 2025Q1: 282,485 shares; 2025Q2: 246,091 shares; 2025Q3: 216,719 shares; 2025Q4: 184,643 shares; 2026Q1: not loaded; 2026Q2: 158,728 shares 158,728 $3.82M 0.14% 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: 7,205 shares; 2024Q4: 8,314 shares; 2025Q1: 8,558 shares; 2025Q2: 9,827 shares; 2025Q3: 9,692 shares; 2025Q4: 10,386 shares; 2026Q1: not loaded; 2026Q2: 45,368 shares 45,368 $3.66M 0.14% 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: 70,244 shares; 2024Q4: 71,489 shares; 2025Q1: 71,792 shares; 2025Q2: 71,305 shares; 2025Q3: 71,180 shares; 2025Q4: 71,180 shares; 2026Q1: not loaded; 2026Q2: 72,367 shares 72,367 $3.44M 0.13% 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: 4,553 shares; 2024Q4: 5,378 shares; 2025Q1: 4,208 shares; 2025Q2: 5,218 shares; 2025Q3: 5,424 shares; 2025Q4: 5,712 shares; 2026Q1: not loaded; 2026Q2: 5,794 shares 5,794 $3.37M 0.13% 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: 57,461 shares; 2024Q4: 54,617 shares; 2025Q1: 47,674 shares; 2025Q2: 45,181 shares; 2025Q3: 45,732 shares; 2025Q4: 40,725 shares; 2026Q1: not loaded; 2026Q2: 34,968 shares 34,968 $3.37M 0.13% 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: 24,107 shares; 2024Q4: 26,972 shares; 2025Q1: 27,574 shares; 2025Q2: 28,991 shares; 2025Q3: 30,475 shares; 2025Q4: 31,369 shares; 2026Q1: not loaded; 2026Q2: 19,443 shares 19,443 $3.26M 0.12% 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: 1,169 shares; 2024Q4: 1,144 shares; 2025Q1: 1,111 shares; 2025Q2: 1,098 shares; 2025Q3: 1,093 shares; 2025Q4: 1,095 shares; 2026Q1: not loaded; 2026Q2: 10,540 shares 10,540 $3.18M 0.12% 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: 1,595 shares; 2024Q4: 1,785 shares; 2025Q1: 1,837 shares; 2025Q2: 2,299 shares; 2025Q3: 2,275 shares; 2025Q4: 2,461 shares; 2026Q1: not loaded; 2026Q2: 2,690 shares 2,690 $3.16M 0.12% 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: 42,086 shares; 2024Q4: 43,282 shares; 2025Q1: 41,480 shares; 2025Q2: 43,169 shares; 2025Q3: 42,200 shares; 2025Q4: 42,672 shares; 2026Q1: not loaded; 2026Q2: 43,432 shares 43,432 $3.12M 0.12% 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: 14,568 shares; 2024Q4: 13,575 shares; 2025Q1: 10,964 shares; 2025Q2: 6,761 shares; 2025Q3: 6,694 shares; 2025Q4: 6,853 shares; 2026Q1: not loaded; 2026Q2: 7,120 shares 7,120 $2.99M 0.11% 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: 108,368 shares; 2024Q4: 63,492 shares; 2025Q1: 43,645 shares; 2025Q2: 40,822 shares; 2025Q3: 34,151 shares; 2025Q4: 30,939 shares; 2026Q1: not loaded; 2026Q2: 28,800 shares 28,800 $2.98M 0.11% Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,966 shares; 2024Q4: 39,444 shares; 2025Q1: 43,726 shares; 2025Q2: 73,332 shares; 2025Q3: 73,332 shares; 2025Q4: 73,113 shares; 2026Q1: not loaded; 2026Q2: 76,391 shares 76,391 $2.88M 0.11% 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: 39,456 shares; 2024Q4: 45,051 shares; 2025Q1: 43,848 shares; 2025Q2: 44,871 shares; 2025Q3: 56,476 shares; 2025Q4: 55,026 shares; 2026Q1: not loaded; 2026Q2: 49,346 shares 49,346 $2.84M 0.11% Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,128 shares; 2024Q4: 30,128 shares; 2025Q1: 30,128 shares; 2025Q2: 30,128 shares; 2025Q3: 30,128 shares; 2025Q4: 30,128 shares; 2026Q1: not loaded; 2026Q2: 30,128 shares 30,128 $2.71M 0.1% 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: 63,949 shares; 2024Q4: 51,929 shares; 2025Q1: 50,228 shares; 2025Q2: 47,912 shares; 2025Q3: 43,521 shares; 2025Q4: 39,867 shares; 2026Q1: not loaded; 2026Q2: 34,434 shares 34,434 $2.69M 0.1% 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: 13,579 shares; 2024Q4: 13,400 shares; 2025Q1: 14,037 shares; 2025Q2: 14,301 shares; 2025Q3: 14,039 shares; 2025Q4: 12,937 shares; 2026Q1: not loaded; 2026Q2: 12,882 shares 12,882 $2.69M 0.1% 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: 35,725 shares; 2024Q4: 38,993 shares; 2025Q1: 39,544 shares; 2025Q2: 12,745 shares; 2025Q3: 8,637 shares; 2025Q4: 7,800 shares; 2026Q1: not loaded; 2026Q2: 6,459 shares 6,459 $2.68M 0.1% 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: 38,766 shares; 2024Q4: 38,929 shares; 2025Q1: 37,519 shares; 2025Q2: 37,257 shares; 2025Q3: 36,931 shares; 2025Q4: 36,436 shares; 2026Q1: not loaded; 2026Q2: 36,448 shares 36,448 $2.67M 0.1% 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: 39,543 shares; 2024Q4: 38,926 shares; 2025Q1: 36,591 shares; 2025Q2: 36,757 shares; 2025Q3: 36,525 shares; 2025Q4: 36,467 shares; 2026Q1: not loaded; 2026Q2: 26,937 shares 26,937 $2.65M 0.1% 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: 4,979 shares; 2024Q4: 4,165 shares; 2025Q1: 4,447 shares; 2025Q2: 4,478 shares; 2025Q3: 7,862 shares; 2025Q4: 8,152 shares; 2026Q1: not loaded; 2026Q2: 11,989 shares 11,989 $2.61M 0.1% Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,823 shares; 2025Q1: 43,203 shares; 2025Q2: 48,022 shares; 2025Q3: 57,631 shares; 2025Q4: 61,626 shares; 2026Q1: not loaded; 2026Q2: 63,601 shares 63,601 $2.58M 0.1% Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,440 shares; 2024Q4: 9,440 shares; 2025Q1: 15,960 shares; 2025Q2: 14,736 shares; 2025Q3: 14,736 shares; 2025Q4: 14,736 shares; 2026Q1: not loaded; 2026Q2: 21,478 shares 21,478 $2.55M 0.09% Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,415 shares; 2024Q4: 9,215 shares; 2025Q1: 9,115 shares; 2025Q2: 10,215 shares; 2025Q3: 10,060 shares; 2025Q4: 10,127 shares; 2026Q1: not loaded; 2026Q2: 9,827 shares 9,827 $2.51M 0.09% Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,267 shares; 2024Q4: 19,085 shares; 2025Q1: 18,650 shares; 2025Q2: 18,474 shares; 2025Q3: 17,920 shares; 2025Q4: 16,952 shares; 2026Q1: not loaded; 2026Q2: 12,720 shares 12,720 $2.47M 0.09% 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: 27,836 shares; 2024Q4: 27,750 shares; 2025Q1: 20,620 shares; 2025Q2: 21,345 shares; 2025Q3: 21,583 shares; 2025Q4: 24,311 shares; 2026Q1: not loaded; 2026Q2: 26,725 shares 26,725 $2.45M 0.09% Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,571 shares; 2024Q4: 25,162 shares; 2025Q1: 24,661 shares; 2025Q2: 24,661 shares; 2025Q3: 22,734 shares; 2025Q4: 22,521 shares; 2026Q1: not loaded; 2026Q2: 21,773 shares 21,773 $2.43M 0.09% 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: 7,101 shares; 2024Q4: 7,086 shares; 2025Q1: 7,038 shares; 2025Q2: 7,031 shares; 2025Q3: 6,856 shares; 2025Q4: 6,860 shares; 2026Q1: not loaded; 2026Q2: 6,848 shares 6,848 $2.43M 0.09% 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: 14,138 shares; 2024Q4: 14,126 shares; 2025Q1: 13,986 shares; 2025Q2: 13,784 shares; 2025Q3: 14,269 shares; 2025Q4: 14,145 shares; 2026Q1: not loaded; 2026Q2: 13,948 shares 13,948 $2.4M 0.09% 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: 17,495 shares; 2024Q4: 20,386 shares; 2025Q1: 20,783 shares; 2025Q2: 22,121 shares; 2025Q3: 22,411 shares; 2025Q4: 22,511 shares; 2026Q1: not loaded; 2026Q2: 23,106 shares 23,106 $2.4M 0.09% 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: 1,579 shares; 2024Q4: 1,791 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,858 shares; 2025Q4: 1,060 shares; 2026Q1: not loaded; 2026Q2: 25,718 shares 25,718 $2.37M 0.09% Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 20,426 shares; 2025Q4: 37,633 shares; 2026Q1: not loaded; 2026Q2: 48,681 shares 48,681 $2.36M 0.09% 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: 8,438 shares; 2024Q4: 12,528 shares; 2025Q1: 13,865 shares; 2025Q2: 14,865 shares; 2025Q3: 16,862 shares; 2025Q4: 17,949 shares; 2026Q1: not loaded; 2026Q2: 24,263 shares 24,263 $2.34M 0.09% Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,436 shares; 2024Q4: 2,436 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,412 shares; 2026Q1: not loaded; 2026Q2: 6,224 shares 6,224 $2.33M 0.09% Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,365 shares; 2024Q4: 57,365 shares; 2025Q1: 57,365 shares; 2025Q2: 57,365 shares; 2025Q3: 57,365 shares; 2025Q4: 56,365 shares; 2026Q1: not loaded; 2026Q2: 54,365 shares 54,365 $2.23M 0.08% 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: 1,900 shares; 2024Q4: 1,998 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,812 shares; 2025Q4: 5,392 shares; 2026Q1: not loaded; 2026Q2: 7,388 shares 7,388 $2.22M 0.08% 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: 24,445 shares; 2024Q4: 24,437 shares; 2025Q1: 22,281 shares; 2025Q2: 23,663 shares; 2025Q3: 23,222 shares; 2025Q4: 23,128 shares; 2026Q1: not loaded; 2026Q2: 23,114 shares 23,114 $2.21M 0.08% 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: 7,741 shares; 2024Q4: 8,129 shares; 2025Q1: 8,159 shares; 2025Q2: 8,421 shares; 2025Q3: 8,385 shares; 2025Q4: 6,515 shares; 2026Q1: not loaded; 2026Q2: 7,083 shares 7,083 $2.15M 0.08% 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: 5,644 shares; 2024Q4: 5,490 shares; 2025Q1: 5,685 shares; 2025Q2: 5,642 shares; 2025Q3: 5,426 shares; 2025Q4: 5,708 shares; 2026Q1: not loaded; 2026Q2: 6,280 shares 6,280 $2.07M 0.08% Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,071 shares; 2024Q4: 8,536 shares; 2025Q1: 8,994 shares; 2025Q2: 17,257 shares; 2025Q3: 18,182 shares; 2025Q4: 23,639 shares; 2026Q1: not loaded; 2026Q2: 39,717 shares 39,717 $2.06M 0.08% 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: 17,184 shares; 2024Q4: 17,184 shares; 2025Q1: 17,184 shares; 2025Q2: 17,184 shares; 2025Q3: 16,864 shares; 2025Q4: 16,864 shares; 2026Q1: not loaded; 2026Q2: 16,895 shares 16,895 $1.99M 0.07% 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: 9,433 shares; 2024Q4: 9,392 shares; 2025Q1: 9,408 shares; 2025Q2: 9,544 shares; 2025Q3: 9,513 shares; 2025Q4: 10,642 shares; 2026Q1: not loaded; 2026Q2: 10,668 shares 10,668 $1.97M 0.07% 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: 51,105 shares; 2024Q4: 53,030 shares; 2025Q1: 15,572 shares; 2025Q2: 15,457 shares; 2025Q3: 15,197 shares; 2025Q4: 12,058 shares; 2026Q1: not loaded; 2026Q2: 12,094 shares 12,094 $1.96M 0.07% 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: 7,351 shares; 2024Q4: 7,687 shares; 2025Q1: 8,205 shares; 2025Q2: 8,567 shares; 2025Q3: 8,412 shares; 2025Q4: 8,189 shares; 2026Q1: not loaded; 2026Q2: 8,143 shares 8,143 $1.92M 0.07% Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 4,500 shares; 2026Q1: not loaded; 2026Q2: 4,367 shares 4,367 $1.91M 0.07% 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: 106,472 shares; 2024Q4: 108,903 shares; 2025Q1: 102,124 shares; 2025Q2: 106,101 shares; 2025Q3: 96,616 shares; 2025Q4: 102,038 shares; 2026Q1: not loaded; 2026Q2: 91,961 shares 91,961 $1.9M 0.07% 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: 26,034 shares; 2024Q4: 31,282 shares; 2025Q1: 33,086 shares; 2025Q2: 26,380 shares; 2025Q3: 16,012 shares; 2025Q4: 12,961 shares; 2026Q1: not loaded; 2026Q2: 9,162 shares 9,162 $1.88M 0.07% 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: 14,744 shares; 2024Q4: 12,869 shares; 2025Q1: 12,519 shares; 2025Q2: 11,953 shares; 2025Q3: 11,370 shares; 2025Q4: 10,863 shares; 2026Q1: not loaded; 2026Q2: 10,160 shares 10,160 $1.84M 0.07% 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: 14,052 shares; 2024Q4: 13,666 shares; 2025Q1: 12,386 shares; 2025Q2: 12,761 shares; 2025Q3: 13,011 shares; 2025Q4: 13,481 shares; 2026Q1: not loaded; 2026Q2: 14,323 shares 14,323 $1.81M 0.07% Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,579 shares; 2024Q4: 32,008 shares; 2025Q1: 30,824 shares; 2025Q2: 32,281 shares; 2025Q3: 31,996 shares; 2025Q4: 46,001 shares; 2026Q1: not loaded; 2026Q2: 42,372 shares 42,372 $1.8M 0.07% 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: 7,822 shares; 2024Q4: 9,232 shares; 2025Q1: 8,750 shares; 2025Q2: 7,980 shares; 2025Q3: 7,948 shares; 2025Q4: 7,534 shares; 2026Q1: not loaded; 2026Q2: 7,388 shares 7,388 $1.8M 0.07% 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: 13,421 shares; 2024Q4: 13,339 shares; 2025Q1: 12,760 shares; 2025Q2: 11,696 shares; 2025Q3: 11,650 shares; 2025Q4: 12,381 shares; 2026Q1: not loaded; 2026Q2: 15,178 shares 15,178 $1.78M 0.07% Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,376 shares; 2024Q4: 4,317 shares; 2025Q1: 4,691 shares; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares; 2025Q4: 11,997 shares; 2026Q1: not loaded; 2026Q2: 12,012 shares 12,012 $1.77M 0.07% 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: 2,615 shares; 2024Q4: 54,678 shares; 2025Q1: 54,678 shares; 2025Q2: 54,678 shares; 2025Q3: 54,678 shares; 2025Q4: 81,336 shares; 2026Q1: not loaded; 2026Q2: 61,174 shares 61,174 $1.77M 0.07% 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: 8,409 shares; 2024Q4: 9,358 shares; 2025Q1: 8,695 shares; 2025Q2: 10,682 shares; 2025Q3: 11,505 shares; 2025Q4: 11,662 shares; 2026Q1: not loaded; 2026Q2: 12,207 shares 12,207 $1.77M 0.07% 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,896 shares; 2026Q1: not loaded; 2026Q2: 2,466 shares 2,466 $1.73M 0.06% Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,146 shares; 2024Q4: 15,646 shares; 2025Q1: 15,646 shares; 2025Q2: 15,592 shares; 2025Q3: 15,420 shares; 2025Q4: 15,312 shares; 2026Q1: not loaded; 2026Q2: 15,514 shares 15,514 $1.73M 0.06% 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: 1,496 shares; 2024Q4: 1,521 shares; 2025Q1: 1,528 shares; 2025Q2: 1,598 shares; 2025Q3: 1,602 shares; 2025Q4: 1,676 shares; 2026Q1: not loaded; 2026Q2: 1,768 shares 1,768 $1.73M 0.06% 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: 2,029 shares; 2024Q4: 2,207 shares; 2025Q1: 2,728 shares; 2025Q2: 3,031 shares; 2025Q3: 3,004 shares; 2025Q4: 4,073 shares; 2026Q1: not loaded; 2026Q2: 8,116 shares 8,116 $1.73M 0.06% 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: 7,297 shares; 2024Q4: 10,958 shares; 2025Q1: 11,215 shares; 2025Q2: 9,810 shares; 2025Q3: 9,555 shares; 2025Q4: 8,518 shares; 2026Q1: not loaded; 2026Q2: 8,717 shares 8,717 $1.72M 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 18,060 shares 18,060 $1.72M 0.06% 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: 851 shares; 2024Q4: 18,503 shares; 2025Q1: 18,503 shares; 2025Q2: 18,503 shares; 2025Q3: 18,290 shares; 2025Q4: 18,290 shares; 2026Q1: not loaded; 2026Q2: 18,290 shares 18,290 $1.71M 0.06% 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: 261,009 shares; 2024Q4: 220,381 shares; 2025Q1: 189,965 shares; 2025Q2: 167,782 shares; 2025Q3: 153,379 shares; 2025Q4: 81,045 shares; 2026Q1: not loaded; 2026Q2: 69,165 shares 69,165 $1.7M 0.06% 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: 15,678 shares; 2024Q4: 16,231 shares; 2025Q1: 14,917 shares; 2025Q2: 14,619 shares; 2025Q3: 13,021 shares; 2025Q4: 12,775 shares; 2026Q1: not loaded; 2026Q2: 12,863 shares 12,863 $1.68M 0.06% 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: 5,120 shares; 2024Q4: 5,095 shares; 2025Q1: 5,130 shares; 2025Q2: 5,137 shares; 2025Q3: 4,662 shares; 2025Q4: 4,688 shares; 2026Q1: not loaded; 2026Q2: 4,224 shares 4,224 $1.68M 0.06% 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: 1,701 shares; 2024Q4: 1,701 shares; 2025Q1: 1,711 shares; 2025Q2: 1,794 shares; 2025Q3: 1,797 shares; 2025Q4: 3,007 shares; 2026Q1: not loaded; 2026Q2: 3,318 shares 3,318 $1.64M 0.06% 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: 6,275 shares; 2024Q4: 9,392 shares; 2025Q1: 13,833 shares; 2025Q2: 14,414 shares; 2025Q3: 16,486 shares; 2025Q4: 14,498 shares; 2026Q1: not loaded; 2026Q2: 19,741 shares 19,741 $1.64M 0.06% 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: 556 shares; 2024Q4: 570 shares; 2025Q1: 604 shares; 2025Q2: 598 shares; 2025Q3: 604 shares; 2025Q4: 6,340 shares; 2026Q1: not loaded; 2026Q2: 22,877 shares 22,877 $1.63M 0.06% 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: 88,144 shares; 2024Q4: 81,369 shares; 2025Q1: 73,385 shares; 2025Q2: 60,830 shares; 2025Q3: 57,609 shares; 2025Q4: 51,751 shares; 2026Q1: not loaded; 2026Q2: 39,361 shares 39,361 $1.62M 0.06% Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 30,618 shares; 2026Q1: not loaded; 2026Q2: 26,809 shares 26,809 $1.61M 0.06% 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: 10,816 shares; 2024Q4: 11,239 shares; 2025Q1: 11,116 shares; 2025Q2: 11,040 shares; 2025Q3: 10,750 shares; 2025Q4: 10,830 shares; 2026Q1: not loaded; 2026Q2: 10,449 shares 10,449 $1.59M 0.06% 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: 497 shares; 2024Q4: 494 shares; 2025Q1: 480 shares; 2025Q2: 477 shares; 2025Q3: 476 shares; 2025Q4: 477 shares; 2026Q1: not loaded; 2026Q2: 489 shares 489 $1.56M 0.06% 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: 9,550 shares; 2024Q4: 11,726 shares; 2025Q1: 11,656 shares; 2025Q2: 11,976 shares; 2025Q3: 12,100 shares; 2025Q4: 11,985 shares; 2026Q1: not loaded; 2026Q2: 12,339 shares 12,339 $1.56M 0.06% 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: 8,293 shares; 2024Q4: 8,095 shares; 2025Q1: 8,118 shares; 2025Q2: 8,664 shares; 2025Q3: 8,575 shares; 2025Q4: 8,555 shares; 2026Q1: not loaded; 2026Q2: 8,671 shares 8,671 $1.56M 0.06% 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: 2,448 shares; 2024Q4: 2,310 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,843 shares; 2025Q4: 3,038 shares; 2026Q1: not loaded; 2026Q2: 17,871 shares 17,871 $1.54M 0.06% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,672 shares; 2024Q4: 17,752 shares; 2025Q1: 17,098 shares; 2025Q2: 16,904 shares; 2025Q3: 16,698 shares; 2025Q4: 15,937 shares; 2026Q1: not loaded; 2026Q2: 14,372 shares 14,372 $1.49M 0.06% Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 2,997 shares; 2025Q1: 3,012 shares; 2025Q2: 3,031 shares; 2025Q3: 3,022 shares; 2025Q4: 3,032 shares; 2026Q1: not loaded; 2026Q2: 3,108 shares 3,108 $1.43M 0.05% Timeline TAN 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: 26,960 shares; 2024Q4: 26,540 shares; 2025Q1: 26,516 shares; 2025Q2: 25,283 shares; 2025Q3: 24,341 shares; 2025Q4: 23,728 shares; 2026Q1: not loaded; 2026Q2: 23,322 shares 23,322 $1.38M 0.05% Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,802 shares; 2024Q4: 62,883 shares; 2025Q1: 61,766 shares; 2025Q2: 61,314 shares; 2025Q3: 59,615 shares; 2025Q4: 55,265 shares; 2026Q1: not loaded; 2026Q2: 26,403 shares 26,403 $1.33M 0.05% Timeline VT 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: 200 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 855 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: not loaded; 2026Q2: 8,328 shares 8,328 $1.31M 0.05% 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: 1,254 shares; 2024Q4: 1,141 shares; 2025Q1: 1,104 shares; 2025Q2: 1,052 shares; 2025Q3: 1,252 shares; 2025Q4: 1,278 shares; 2026Q1: not loaded; 2026Q2: 1,285 shares 1,285 $1.3M 0.05% 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: 32,778 shares; 2024Q4: 32,081 shares; 2025Q1: 29,668 shares; 2025Q2: 29,976 shares; 2025Q3: 30,070 shares; 2025Q4: 29,144 shares; 2026Q1: not loaded; 2026Q2: 25,445 shares 25,445 $1.27M 0.05% 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: 13,869 shares; 2024Q4: 14,275 shares; 2025Q1: 14,036 shares; 2025Q2: 14,640 shares; 2025Q3: 14,537 shares; 2025Q4: 13,227 shares; 2026Q1: not loaded; 2026Q2: 11,468 shares 11,468 $1.26M 0.05% Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,025 shares; 2024Q4: 26,981 shares; 2025Q1: 26,690 shares; 2025Q2: 26,535 shares; 2025Q3: 25,611 shares; 2025Q4: 25,899 shares; 2026Q1: not loaded; 2026Q2: 26,069 shares 26,069 $1.25M 0.05% 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: 4,954 shares; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,954 shares; 2025Q3: 4,947 shares; 2025Q4: 4,963 shares; 2026Q1: not loaded; 2026Q2: 4,875 shares 4,875 $1.25M 0.05% Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,966 shares; 2024Q4: 3,152 shares; 2025Q1: 2,649 shares; 2025Q2: 2,629 shares; 2025Q3: 3,319 shares; 2025Q4: 3,315 shares; 2026Q1: not loaded; 2026Q2: 3,346 shares 3,346 $1.24M 0.05% Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 5,126 shares; 2025Q2: 4,876 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: not loaded; 2026Q2: 4,875 shares 4,875 $1.23M 0.05% Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,659 shares; 2024Q4: 17,659 shares; 2025Q1: 18,671 shares; 2025Q2: 17,426 shares; 2025Q3: 17,126 shares; 2025Q4: 16,960 shares; 2026Q1: not loaded; 2026Q2: 16,939 shares 16,939 $1.19M 0.04% Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 630 shares; 2025Q1: 615 shares; 2025Q2: 731 shares; 2025Q3: 699 shares; 2025Q4: 630 shares; 2026Q1: not loaded; 2026Q2: 605 shares 605 $1.18M 0.04% 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: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: not loaded; 2026Q2: 28,108 shares 28,108 $1.16M 0.04% 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: 1,264 shares; 2024Q4: 1,272 shares; 2025Q1: 1,367 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,196 shares; 2026Q1: not loaded; 2026Q2: 9,092 shares 9,092 $1.13M 0.04% 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: 21,652 shares; 2024Q4: 21,089 shares; 2025Q1: 20,749 shares; 2025Q2: 20,802 shares; 2025Q3: 22,123 shares; 2025Q4: 16,177 shares; 2026Q1: not loaded; 2026Q2: 11,753 shares 11,753 $1.12M 0.04% 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: 18,063 shares; 2024Q4: 17,078 shares; 2025Q1: 16,165 shares; 2025Q2: 16,015 shares; 2025Q3: 15,645 shares; 2025Q4: 16,286 shares; 2026Q1: not loaded; 2026Q2: 16,144 shares 16,144 $1.1M 0.04% 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: 4,623 shares; 2024Q4: 4,780 shares; 2025Q1: 4,360 shares; 2025Q2: 4,562 shares; 2025Q3: 4,562 shares; 2025Q4: 5,455 shares; 2026Q1: not loaded; 2026Q2: 6,454 shares 6,454 $1.09M 0.04% Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,829 shares; 2024Q4: 5,023 shares; 2025Q1: 4,913 shares; 2025Q2: 5,013 shares; 2025Q3: 5,004 shares; 2025Q4: 4,894 shares; 2026Q1: not loaded; 2026Q2: 4,857 shares 4,857 $1.09M 0.04% 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: 12,207 shares; 2024Q4: 12,960 shares; 2025Q1: 12,970 shares; 2025Q2: 14,725 shares; 2025Q3: 14,725 shares; 2025Q4: 14,825 shares; 2026Q1: not loaded; 2026Q2: 15,288 shares 15,288 $1.05M 0.04% 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: 4,080 shares; 2024Q4: 4,053 shares; 2025Q1: 4,084 shares; 2025Q2: 4,728 shares; 2025Q3: 4,709 shares; 2025Q4: 4,713 shares; 2026Q1: not loaded; 2026Q2: 4,674 shares 4,674 $1.05M 0.04% Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,262 shares; 2024Q4: 10,108 shares; 2025Q1: 9,888 shares; 2025Q2: 9,374 shares; 2025Q3: 9,374 shares; 2025Q4: 8,719 shares; 2026Q1: not loaded; 2026Q2: 8,733 shares 8,733 $1.04M 0.04% 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: 12,022 shares; 2024Q4: 12,893 shares; 2025Q1: 12,075 shares; 2025Q2: 13,196 shares; 2025Q3: 14,356 shares; 2025Q4: 14,908 shares; 2026Q1: not loaded; 2026Q2: 13,126 shares 13,126 $1.02M 0.04% 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: 12,896 shares; 2024Q4: 14,260 shares; 2025Q1: 14,106 shares; 2025Q2: 12,218 shares; 2025Q3: 14,081 shares; 2025Q4: 13,503 shares; 2026Q1: not loaded; 2026Q2: 13,152 shares 13,152 $1.01M 0.04% Timeline VV 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: 5,188 shares; 2024Q4: 5,188 shares; 2025Q1: 5,188 shares; 2025Q2: 5,024 shares; 2025Q3: 2,730 shares; 2025Q4: 2,730 shares; 2026Q1: not loaded; 2026Q2: 2,920 shares 2,920 $1M 0.04% 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: 3,106 shares; 2024Q4: 3,108 shares; 2025Q1: 4,180 shares; 2025Q2: 4,781 shares; 2025Q3: 4,975 shares; 2025Q4: 5,405 shares; 2026Q1: not loaded; 2026Q2: 6,416 shares 6,416 $1M 0.04% 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: 5,297 shares; 2024Q4: 5,039 shares; 2025Q1: 4,607 shares; 2025Q2: 4,607 shares; 2025Q3: 4,607 shares; 2025Q4: 4,456 shares; 2026Q1: not loaded; 2026Q2: 4,206 shares 4,206 $999K 0.04% Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,799 shares; 2024Q4: 49,676 shares; 2025Q1: 45,652 shares; 2025Q2: 45,526 shares; 2025Q3: 44,486 shares; 2025Q4: 42,463 shares; 2026Q1: not loaded; 2026Q2: 47,009 shares 47,009 $963K 0.04% 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: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,479 shares; 2025Q4: 4,918 shares; 2026Q1: not loaded; 2026Q2: 4,918 shares 4,918 $937K 0.03% 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: 11,947 shares; 2024Q4: 12,468 shares; 2025Q1: 11,754 shares; 2025Q2: 11,407 shares; 2025Q3: 11,224 shares; 2025Q4: 10,115 shares; 2026Q1: not loaded; 2026Q2: 8,071 shares 8,071 $918K 0.03% Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,604 shares; 2026Q1: not loaded; 2026Q2: 2,728 shares 2,728 $913K 0.03% Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 2,289 shares; 2025Q3: 3,311 shares; 2025Q4: 3,311 shares; 2026Q1: not loaded; 2026Q2: 5,351 shares 5,351 $908K 0.03% 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: 25,596 shares; 2024Q4: 25,513 shares; 2025Q1: 25,022 shares; 2025Q2: 24,826 shares; 2025Q3: 24,369 shares; 2025Q4: 22,807 shares; 2026Q1: not loaded; 2026Q2: 20,891 shares 20,891 $902K 0.03% Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,088 shares; 2024Q4: 3,979 shares; 2025Q1: 3,240 shares; 2025Q2: 2,300 shares; 2025Q3: 2,210 shares; 2025Q4: 2,330 shares; 2026Q1: not loaded; 2026Q2: 3,615 shares 3,615 $890K 0.03% 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: 13,803 shares; 2024Q4: 13,464 shares; 2025Q1: 13,015 shares; 2025Q2: 12,653 shares; 2025Q3: 11,478 shares; 2025Q4: 11,014 shares; 2026Q1: not loaded; 2026Q2: 10,649 shares 10,649 $890K 0.03% 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: 13,693 shares; 2024Q4: 13,427 shares; 2025Q1: 13,049 shares; 2025Q2: 12,870 shares; 2025Q3: 12,957 shares; 2025Q4: 12,754 shares; 2026Q1: not loaded; 2026Q2: 12,124 shares 12,124 $868K 0.03% Timeline VFH 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: 6,636 shares; 2025Q1: 7,546 shares; 2025Q2: 6,677 shares; 2025Q3: 6,677 shares; 2025Q4: 6,577 shares; 2026Q1: not loaded; 2026Q2: 6,577 shares 6,577 $866K 0.03% Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 3,882 shares; 2025Q1: 3,991 shares; 2025Q2: 10,007 shares; 2025Q3: 10,007 shares; 2025Q4: 12,591 shares; 2026Q1: not loaded; 2026Q2: 31,020 shares 31,020 $857K 0.03% 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: 1,747 shares; 2024Q4: 2,497 shares; 2025Q1: 2,559 shares; 2025Q2: 3,197 shares; 2025Q3: 3,328 shares; 2025Q4: 3,059 shares; 2026Q1: not loaded; 2026Q2: 3,866 shares 3,866 $855K 0.03% Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,589 shares; 2024Q4: 5,993 shares; 2025Q1: 5,964 shares; 2025Q2: 5,777 shares; 2025Q3: 5,707 shares; 2025Q4: 7,221 shares; 2026Q1: not loaded; 2026Q2: 7,149 shares 7,149 $845K 0.03% 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: 5,019 shares; 2024Q4: 7,355 shares; 2025Q1: 7,904 shares; 2025Q2: 7,871 shares; 2025Q3: 7,985 shares; 2025Q4: 7,184 shares; 2026Q1: not loaded; 2026Q2: 8,725 shares 8,725 $841K 0.03% 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: 11,079 shares; 2024Q4: 11,739 shares; 2025Q1: 11,499 shares; 2025Q2: 11,972 shares; 2025Q3: 12,098 shares; 2025Q4: 10,982 shares; 2026Q1: not loaded; 2026Q2: 10,126 shares 10,126 $837K 0.03% 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: 975 shares; 2024Q4: 970 shares; 2025Q1: 960 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 816 shares; 2026Q1: not loaded; 2026Q2: 1,088 shares 1,088 $830K 0.03% 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: 3,696 shares; 2024Q4: 3,671 shares; 2025Q1: 3,621 shares; 2025Q2: 3,611 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares; 2026Q1: not loaded; 2026Q2: 3,586 shares 3,586 $799K 0.03% Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 986 shares; 2025Q3: 943 shares; 2025Q4: 944 shares; 2026Q1: not loaded; 2026Q2: 2,493 shares 2,493 $794K 0.03% 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: 2,172 shares; 2024Q4: 2,185 shares; 2025Q1: 2,342 shares; 2025Q2: 3,044 shares; 2025Q3: 2,970 shares; 2025Q4: 2,876 shares; 2026Q1: not loaded; 2026Q2: 3,236 shares 3,236 $785K 0.03% 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: not loaded; 2026Q2: 1 shares 1 $749K 0.03% 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: 2,825 shares; 2024Q4: 2,825 shares; 2025Q1: 2,824 shares; 2025Q2: 2,824 shares; 2025Q3: 2,755 shares; 2025Q4: 2,580 shares; 2026Q1: not loaded; 2026Q2: 2,380 shares 2,380 $745K 0.03% Timeline VSS 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: 1,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,478 shares; 2025Q2: 4,478 shares; 2025Q3: 4,707 shares; 2025Q4: 4,682 shares; 2026Q1: not loaded; 2026Q2: 4,682 shares 4,682 $722K 0.03% 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: 1,566 shares; 2024Q4: 1,456 shares; 2025Q1: 1,491 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: not loaded; 2026Q2: 1,376 shares 1,376 $719K 0.03% Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,632 shares; 2024Q4: 6,657 shares; 2025Q1: 8,756 shares; 2025Q2: 8,756 shares; 2025Q3: 8,669 shares; 2025Q4: 10,184 shares; 2026Q1: not loaded; 2026Q2: 10,691 shares 10,691 $718K 0.03% Timeline UNB UNION BANKSHARES INC More: the full row for UNION BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,423 shares; 2024Q4: 30,423 shares; 2025Q1: 30,423 shares; 2025Q2: 29,123 shares; 2025Q3: 29,323 shares; 2025Q4: 29,323 shares; 2026Q1: not loaded; 2026Q2: 29,323 shares 29,323 $711K 0.03% Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,001 shares; 2024Q4: 4,451 shares; 2025Q1: 4,451 shares; 2025Q2: 5,200 shares; 2025Q3: 5,722 shares; 2025Q4: 5,844 shares; 2026Q1: not loaded; 2026Q2: 9,138 shares 9,138 $693K 0.03% Timeline SPYX 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: 11,550 shares; 2024Q4: 11,550 shares; 2025Q1: 11,120 shares; 2025Q2: 11,371 shares; 2025Q3: 11,251 shares; 2025Q4: 11,251 shares; 2026Q1: not loaded; 2026Q2: 11,314 shares 11,314 $691K 0.03% Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 3,599 shares; 2025Q1: 2,652 shares; 2025Q2: 2,306 shares; 2025Q3: 2,276 shares; 2025Q4: 2,310 shares; 2026Q1: not loaded; 2026Q2: 2,458 shares 2,458 $691K 0.03% 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: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,154 shares; 2025Q4: 1,327 shares; 2026Q1: not loaded; 2026Q2: 1,509 shares 1,509 $683K 0.03% 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: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,332 shares; 2026Q1: not loaded; 2026Q2: 6,317 shares 6,317 $680K 0.03% 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: 16,480 shares; 2024Q4: 16,707 shares; 2025Q1: 16,607 shares; 2025Q2: 14,546 shares; 2025Q3: 14,616 shares; 2025Q4: 15,552 shares; 2026Q1: not loaded; 2026Q2: 12,524 shares 12,524 $670K 0.02% 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: 2,551 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,454 shares; 2025Q3: 2,403 shares; 2025Q4: 2,304 shares; 2026Q1: not loaded; 2026Q2: 2,374 shares 2,374 $665K 0.02% 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: 2,568 shares; 2024Q4: 4,428 shares; 2025Q1: 4,428 shares; 2025Q2: 4,128 shares; 2025Q3: 4,003 shares; 2025Q4: 5,603 shares; 2026Q1: not loaded; 2026Q2: 5,527 shares 5,527 $659K 0.02% Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,537 shares; 2024Q4: 5,544 shares; 2025Q1: 4,144 shares; 2025Q2: 4,171 shares; 2025Q3: 4,156 shares; 2025Q4: 4,172 shares; 2026Q1: not loaded; 2026Q2: 4,253 shares 4,253 $656K 0.02% 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: 2,440 shares; 2024Q4: 2,372 shares; 2025Q1: 2,447 shares; 2025Q2: 2,597 shares; 2025Q3: 2,597 shares; 2025Q4: 2,626 shares; 2026Q1: not loaded; 2026Q2: 2,954 shares 2,954 $648K 0.02% Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,734 shares; 2024Q4: 6,494 shares; 2025Q1: 6,282 shares; 2025Q2: 6,264 shares; 2025Q3: 6,264 shares; 2025Q4: 6,609 shares; 2026Q1: not loaded; 2026Q2: 5,704 shares 5,704 $631K 0.02% 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: 3,074 shares; 2024Q4: 2,605 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,620 shares; 2025Q4: 3,079 shares; 2026Q1: not loaded; 2026Q2: 2,912 shares 2,912 $630K 0.02% 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: 239 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,719 shares; 2026Q1: not loaded; 2026Q2: 5,057 shares 5,057 $629K 0.02% 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: 7,924 shares; 2024Q4: 7,492 shares; 2025Q1: 7,037 shares; 2025Q2: 7,880 shares; 2025Q3: 7,864 shares; 2025Q4: 7,650 shares; 2026Q1: not loaded; 2026Q2: 5,195 shares 5,195 $613K 0.02% 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: 467 shares; 2024Q4: 1,091 shares; 2025Q1: 1,098 shares; 2025Q2: 1,092 shares; 2025Q3: 1,096 shares; 2025Q4: 5,545 shares; 2026Q1: not loaded; 2026Q2: 5,973 shares 5,973 $593K 0.02% Timeline IUSG 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: 67 shares; 2025Q1: 2,320 shares; 2025Q2: 3,098 shares; 2025Q3: 3,098 shares; 2025Q4: 3,098 shares; 2026Q1: not loaded; 2026Q2: 3,098 shares 3,098 $583K 0.02% 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: 1,095 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,097 shares; 2025Q3: 1,088 shares; 2025Q4: 1,111 shares; 2026Q1: not loaded; 2026Q2: 1,133 shares 1,133 $577K 0.02% 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: 10,040 shares; 2024Q4: 7,833 shares; 2025Q1: 7,386 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,426 shares; 2026Q1: not loaded; 2026Q2: 7,232 shares 7,232 $561K 0.02% Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,630 shares; 2024Q4: 6,630 shares; 2025Q1: 7,630 shares; 2025Q2: 7,630 shares; 2025Q3: 7,630 shares; 2025Q4: 7,630 shares; 2026Q1: not loaded; 2026Q2: 7,480 shares 7,480 $560K 0.02% 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: 4,547 shares; 2024Q4: 4,547 shares; 2025Q1: 4,169 shares; 2025Q2: 4,119 shares; 2025Q3: 3,405 shares; 2025Q4: 2,917 shares; 2026Q1: not loaded; 2026Q2: 3,169 shares 3,169 $559K 0.02% 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: 2,380 shares; 2024Q4: 2,432 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,532 shares; 2025Q4: 2,524 shares; 2026Q1: not loaded; 2026Q2: 2,501 shares 2,501 $546K 0.02% 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: 2,653 shares; 2024Q4: 3,241 shares; 2025Q1: 4,261 shares; 2025Q2: 3,808 shares; 2025Q3: 4,034 shares; 2025Q4: 4,179 shares; 2026Q1: not loaded; 2026Q2: 3,940 shares 3,940 $542K 0.02% Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 3,710 shares; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,687 shares; 2025Q4: 3,689 shares; 2026Q1: not loaded; 2026Q2: 3,801 shares 3,801 $541K 0.02% Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,375 shares; 2024Q4: 20,471 shares; 2025Q1: 14,999 shares; 2025Q2: 12,653 shares; 2025Q3: 11,202 shares; 2025Q4: 9,757 shares; 2026Q1: not loaded; 2026Q2: 6,643 shares 6,643 $534K 0.02% Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 479 shares; 2025Q2: 479 shares; 2025Q3: 479 shares; 2025Q4: 944 shares; 2026Q1: not loaded; 2026Q2: 6,701 shares 6,701 $513K 0.02% Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,420 shares; 2024Q4: 60,313 shares; 2025Q1: 57,228 shares; 2025Q2: 52,694 shares; 2025Q3: 52,277 shares; 2025Q4: 54,328 shares; 2026Q1: not loaded; 2026Q2: 13,325 shares 13,325 $507K 0.02% 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: 970 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 988 shares; 2025Q4: 1,058 shares; 2026Q1: not loaded; 2026Q2: 1,273 shares 1,273 $502K 0.02% 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: 3,373 shares; 2024Q4: 3,292 shares; 2025Q1: 3,177 shares; 2025Q2: 3,242 shares; 2025Q3: 3,256 shares; 2025Q4: 3,521 shares; 2026Q1: not loaded; 2026Q2: 4,128 shares 4,128 $501K 0.02% 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: 2,567 shares; 2024Q4: 2,445 shares; 2025Q1: 1,045 shares; 2025Q2: 1,349 shares; 2025Q3: 1,658 shares; 2025Q4: 1,934 shares; 2026Q1: not loaded; 2026Q2: 5,956 shares 5,956 $492K 0.02% Timeline VXF 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: 1,153 shares; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,361 shares; 2025Q4: 1,975 shares; 2026Q1: not loaded; 2026Q2: 1,978 shares 1,978 $487K 0.02% 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: 8,800 shares; 2024Q4: 18,416 shares; 2025Q1: 17,582 shares; 2025Q2: 17,952 shares; 2025Q3: 16,805 shares; 2025Q4: 16,049 shares; 2026Q1: not loaded; 2026Q2: 4,451 shares 4,451 $478K 0.02% Timeline VPU 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: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: not loaded; 2026Q2: 2,443 shares 2,443 $478K 0.02% 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: 2,432 shares; 2024Q4: 2,532 shares; 2025Q1: 2,226 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 3,184 shares; 2026Q1: not loaded; 2026Q2: 3,495 shares 3,495 $478K 0.02% Timeline VOX 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: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 2,481 shares; 2025Q4: 2,481 shares; 2026Q1: not loaded; 2026Q2: 2,582 shares 2,582 $475K 0.02% Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,643 shares; 2024Q4: 20,643 shares; 2025Q1: 20,643 shares; 2025Q2: 20,643 shares; 2025Q3: 20,643 shares; 2025Q4: 20,643 shares; 2026Q1: not loaded; 2026Q2: 19,745 shares 19,745 $467K 0.02% Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 669 shares; 2025Q4: 1,976 shares; 2026Q1: not loaded; 2026Q2: 2,175 shares 2,175 $463K 0.02% 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: 7,024 shares; 2024Q4: 6,858 shares; 2025Q1: 6,319 shares; 2025Q2: 5,186 shares; 2025Q3: 5,136 shares; 2025Q4: 4,699 shares; 2026Q1: not loaded; 2026Q2: 4,191 shares 4,191 $459K 0.02% 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: 377 shares; 2024Q4: 377 shares; 2025Q1: 406 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,065 shares; 2026Q1: not loaded; 2026Q2: 3,810 shares 3,810 $458K 0.02% 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: 5,047 shares; 2024Q4: 10,094 shares; 2025Q1: 10,094 shares; 2025Q2: 10,094 shares; 2025Q3: 10,094 shares; 2025Q4: 25,484 shares; 2026Q1: not loaded; 2026Q2: 16,354 shares 16,354 $453K 0.02% Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 2,106 shares; 2025Q1: 1,883 shares; 2025Q2: 2,314 shares; 2025Q3: 2,514 shares; 2025Q4: 2,836 shares; 2026Q1: not loaded; 2026Q2: 16,135 shares 16,135 $442K 0.02% Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,506 shares; 2025Q1: 2,406 shares; 2025Q2: 2,442 shares; 2025Q3: 2,389 shares; 2025Q4: 2,172 shares; 2026Q1: not loaded; 2026Q2: 2,172 shares 2,172 $438K 0.02% 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: 8,322 shares; 2024Q4: 8,322 shares; 2025Q1: 8,322 shares; 2025Q2: 8,322 shares; 2025Q3: 8,855 shares; 2025Q4: 8,951 shares; 2026Q1: not loaded; 2026Q2: 9,399 shares 9,399 $424K 0.02% 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: 1,079 shares; 2024Q4: 1,769 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,774 shares; 2025Q4: 1,850 shares; 2026Q1: not loaded; 2026Q2: 1,860 shares 1,860 $422K 0.02% 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 loaded; 2026Q2: 3,097 shares 3,097 $420K 0.02% 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: 375 shares; 2024Q4: 393 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 482 shares; 2026Q1: not loaded; 2026Q2: 555 shares 555 $419K 0.02% Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,629 shares; 2024Q4: 2,629 shares; 2025Q1: 2,691 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,703 shares; 2026Q1: not loaded; 2026Q2: 2,381 shares 2,381 $418K 0.02% 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: 2,865 shares; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,015 shares; 2026Q1: not loaded; 2026Q2: 3,119 shares 3,119 $414K 0.02% 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: 2,062 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,966 shares; 2025Q4: 1,976 shares; 2026Q1: not loaded; 2026Q2: 4,440 shares 4,440 $405K 0.02% Timeline OEF 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: 850 shares; 2025Q3: 783 shares; 2025Q4: 816 shares; 2026Q1: not loaded; 2026Q2: 1,102 shares 1,102 $403K 0.02% Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,926 shares; 2024Q4: 9,564 shares; 2025Q1: 9,125 shares; 2025Q2: 9,825 shares; 2025Q3: 9,825 shares; 2025Q4: 9,775 shares; 2026Q1: not loaded; 2026Q2: 8,443 shares 8,443 $399K 0.01% 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: 1,123 shares; 2024Q4: 1,088 shares; 2025Q1: 1,193 shares; 2025Q2: 1,381 shares; 2025Q3: 2,735 shares; 2025Q4: 2,288 shares; 2026Q1: not loaded; 2026Q2: 5,495 shares 5,495 $395K 0.01% Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 3,696 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 4,095 shares; 2025Q4: 7,243 shares; 2026Q1: not loaded; 2026Q2: 5,190 shares 5,190 $392K 0.01% 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: 4,206 shares; 2024Q4: 3,772 shares; 2025Q1: 4,126 shares; 2025Q2: 5,522 shares; 2025Q3: 5,577 shares; 2025Q4: 4,670 shares; 2026Q1: not loaded; 2026Q2: 4,015 shares 4,015 $387K 0.01% 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: 1,372 shares; 2024Q4: 1,949 shares; 2025Q1: 2,315 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: not loaded; 2026Q2: 2,168 shares 2,168 $387K 0.01% Timeline PBD 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: 20,359 shares; 2024Q4: 19,638 shares; 2025Q1: 20,532 shares; 2025Q2: 19,957 shares; 2025Q3: 19,607 shares; 2025Q4: 19,607 shares; 2026Q1: not loaded; 2026Q2: 19,506 shares 19,506 $382K 0.01% 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: 23,378 shares; 2024Q4: 24,770 shares; 2025Q1: 21,089 shares; 2025Q2: 20,889 shares; 2025Q3: 17,027 shares; 2025Q4: 16,717 shares; 2026Q1: not loaded; 2026Q2: 10,930 shares 10,930 $380K 0.01% Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 1,531 shares; 2025Q4: 3,573 shares; 2026Q1: not loaded; 2026Q2: 3,334 shares 3,334 $367K 0.01% Timeline SUB 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: 87 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: not loaded; 2026Q2: 3,440 shares 3,440 $366K 0.01% Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,189 shares; 2024Q4: 4,489 shares; 2025Q1: 5,320 shares; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 5,060 shares; 2026Q1: not loaded; 2026Q2: 22,971 shares 22,971 $365K 0.01% Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: not loaded; 2026Q2: 1,071 shares 1,071 $362K 0.01% Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,416 shares; 2024Q4: 14,461 shares; 2025Q1: 14,461 shares; 2025Q2: 13,766 shares; 2025Q3: 13,766 shares; 2025Q4: 13,766 shares; 2026Q1: not loaded; 2026Q2: 13,766 shares 13,766 $348K 0.01% 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: 2,529 shares; 2024Q4: 6,839 shares; 2025Q1: 6,912 shares; 2025Q2: 6,807 shares; 2025Q3: 6,897 shares; 2025Q4: 7,559 shares; 2026Q1: not loaded; 2026Q2: 7,060 shares 7,060 $346K 0.01% Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,151 shares; 2025Q4: 1,114 shares; 2026Q1: not loaded; 2026Q2: 2,084 shares 2,084 $343K 0.01% Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 1,645 shares; 2026Q1: not loaded; 2026Q2: 2,202 shares 2,202 $338K 0.01% 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: 2,898 shares; 2024Q4: 9,192 shares; 2025Q1: 9,298 shares; 2025Q2: 10,247 shares; 2025Q3: 9,137 shares; 2025Q4: 8,825 shares; 2026Q1: not loaded; 2026Q2: 10,521 shares 10,521 $334K 0.01% Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares; 2026Q1: not loaded; 2026Q2: 1,734 shares 1,734 $333K 0.01% 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: 2,372 shares; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: not loaded; 2026Q2: 3,019 shares 3,019 $333K 0.01% 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,265 shares; 2025Q2: 1,250 shares; 2025Q3: 1,150 shares; 2025Q4: 1,155 shares; 2026Q1: not loaded; 2026Q2: 1,538 shares 1,538 $321K 0.01% 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: 4,577 shares; 2024Q4: 3,877 shares; 2025Q1: 3,477 shares; 2025Q2: 5,260 shares; 2025Q3: 5,460 shares; 2025Q4: 6,857 shares; 2026Q1: not loaded; 2026Q2: 5,043 shares 5,043 $317K 0.01% 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: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,196 shares; 2025Q2: 1,046 shares; 2025Q3: 1,192 shares; 2025Q4: 1,253 shares; 2026Q1: not loaded; 2026Q2: 2,255 shares 2,255 $316K 0.01% 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: 745 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,646 shares; 2026Q1: not loaded; 2026Q2: 2,722 shares 2,722 $313K 0.01% 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: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 944 shares; 2026Q1: not loaded; 2026Q2: 1,160 shares 1,160 $312K 0.01% Timeline FAN 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: 9,692 shares; 2024Q4: 9,692 shares; 2025Q1: 9,392 shares; 2025Q2: 9,392 shares; 2025Q3: 9,392 shares; 2025Q4: 9,392 shares; 2026Q1: not loaded; 2026Q2: 12,392 shares 12,392 $310K 0.01% 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: 4,644 shares; 2024Q4: 4,873 shares; 2025Q1: 4,873 shares; 2025Q2: 4,873 shares; 2025Q3: 4,633 shares; 2025Q4: 2,026 shares; 2026Q1: not loaded; 2026Q2: 2,114 shares 2,114 $310K 0.01% Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,291 shares; 2024Q4: 3,386 shares; 2025Q1: 2,549 shares; 2025Q2: 2,892 shares; 2025Q3: 2,647 shares; 2025Q4: 2,980 shares; 2026Q1: not loaded; 2026Q2: 2,155 shares 2,155 $308K 0.01% Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,004 shares; 2024Q4: 7,004 shares; 2025Q1: 7,004 shares; 2025Q2: 7,004 shares; 2025Q3: 7,004 shares; 2025Q4: 7,004 shares; 2026Q1: not loaded; 2026Q2: 7,004 shares 7,004 $306K 0.01% 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: 6,383 shares; 2024Q4: 6,383 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: not loaded; 2026Q2: 5,575 shares 5,575 $306K 0.01% Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 2,580 shares; 2025Q1: 2,723 shares; 2025Q2: 2,723 shares; 2025Q3: 2,703 shares; 2025Q4: 2,712 shares; 2026Q1: not loaded; 2026Q2: 2,972 shares 2,972 $306K 0.01% 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: 1,419 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,650 shares; 2026Q1: not loaded; 2026Q2: 1,650 shares 1,650 $305K 0.01% 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: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,362 shares; 2025Q2: 1,325 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: not loaded; 2026Q2: 1,318 shares 1,318 $303K 0.01% 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: 939 shares; 2024Q4: 838 shares; 2025Q1: 846 shares; 2025Q2: 1,370 shares; 2025Q3: 1,913 shares; 2025Q4: 2,144 shares; 2026Q1: not loaded; 2026Q2: 3,043 shares 3,043 $301K 0.01% 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: 971 shares; 2024Q4: 933 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 924 shares; 2025Q4: 917 shares; 2026Q1: not loaded; 2026Q2: 1,117 shares 1,117 $291K 0.01% Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 1,105 shares; 2025Q1: 1,230 shares; 2025Q2: 1,340 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: not loaded; 2026Q2: 1,360 shares 1,360 $288K 0.01% Timeline SCZ 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: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,634 shares; 2025Q4: 1,274 shares; 2026Q1: not loaded; 2026Q2: 3,483 shares 3,483 $287K 0.01% 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: 526 shares; 2024Q4: 526 shares; 2025Q1: 543 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: not loaded; 2026Q2: 697 shares 697 $285K 0.01% 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: 6,933 shares; 2024Q4: 6,145 shares; 2025Q1: 5,008 shares; 2025Q2: 4,160 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares; 2026Q1: not loaded; 2026Q2: 3,460 shares 3,460 $281K 0.01% 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: 3,019 shares; 2024Q4: 3,128 shares; 2025Q1: 2,938 shares; 2025Q2: 2,885 shares; 2025Q3: 2,785 shares; 2025Q4: 2,945 shares; 2026Q1: not loaded; 2026Q2: 3,104 shares 3,104 $281K 0.01% Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: not loaded; 2026Q2: 1,580 shares 1,580 $280K 0.01% Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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 loaded; 2026Q2: 5,985 shares 5,985 $272K 0.01% 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: 1,348 shares; 2024Q4: 1,488 shares; 2025Q1: 1,538 shares; 2025Q2: 1,773 shares; 2025Q3: 1,809 shares; 2025Q4: 2,589 shares; 2026Q1: not loaded; 2026Q2: 1,852 shares 1,852 $271K 0.01% Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 5,720 shares; 2025Q1: 5,618 shares; 2025Q2: 5,618 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares; 2026Q1: not loaded; 2026Q2: 4,303 shares 4,303 $267K 0.01% Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: not loaded; 2026Q2: 3,450 shares 3,450 $262K 0.01% 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: not loaded; 2026Q2: 400 shares 400 $256K 0.01% Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,020 shares; 2025Q4: 2,010 shares; 2026Q1: not loaded; 2026Q2: 2,180 shares 2,180 $256K 0.01% 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: 888 shares; 2024Q4: 1,092 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: not loaded; 2026Q2: 1,021 shares 1,021 $254K 0.01% Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 2,600 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: not loaded; 2026Q2: 2,313 shares 2,313 $252K 0.01% 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: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,216 shares; 2025Q4: 7,675 shares; 2026Q1: not loaded; 2026Q2: 7,413 shares 7,413 $252K 0.01% 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: 1,680 shares; 2024Q4: 1,658 shares; 2025Q1: 1,769 shares; 2025Q2: 1,884 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares; 2026Q1: not loaded; 2026Q2: 1,928 shares 1,928 $250K 0.01% Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 218 shares; 2026Q1: not loaded; 2026Q2: 195 shares 195 $249K 0.01% Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,310 shares; 2024Q4: 5,121 shares; 2025Q1: 5,121 shares; 2025Q2: 5,121 shares; 2025Q3: 5,085 shares; 2025Q4: 4,975 shares; 2026Q1: not loaded; 2026Q2: 4,975 shares 4,975 $249K 0.01% Timeline PKW 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: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,751 shares; 2026Q1: not loaded; 2026Q2: 1,751 shares 1,751 $248K 0.01% 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: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares; 2025Q4: 3,092 shares; 2026Q1: not loaded; 2026Q2: 3,092 shares 3,092 $244K 0.01% 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: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 804 shares; 2025Q4: 2,200 shares; 2026Q1: not loaded; 2026Q2: 2,047 shares 2,047 $244K 0.01% 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: 1,239 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,161 shares; 2026Q1: not loaded; 2026Q2: 1,136 shares 1,136 $242K 0.01% Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,546 shares; 2024Q4: 3,168 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 5,554 shares; 2025Q4: 3,201 shares; 2026Q1: not loaded; 2026Q2: 2,859 shares 2,859 $242K 0.01% Timeline AVUV 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 468 shares; 2025Q2: 917 shares; 2025Q3: 905 shares; 2025Q4: 2,051 shares; 2026Q1: not loaded; 2026Q2: 1,937 shares 1,937 $242K 0.01% Timeline VGK 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: 1,837 shares; 2024Q4: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 1,837 shares; 2026Q1: not loaded; 2026Q2: 2,719 shares 2,719 $241K 0.01% Timeline MBB 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: 864 shares; 2025Q4: 427 shares; 2026Q1: not loaded; 2026Q2: 2,534 shares 2,534 $240K 0.01% 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: 1,121 shares; 2024Q4: 1,108 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 205 shares; 2025Q4: 195 shares; 2026Q1: not loaded; 2026Q2: 175 shares 175 $238K 0.01% Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,680 shares; 2026Q1: not loaded; 2026Q2: 2,430 shares 2,430 $237K 0.01% Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: not loaded; 2026Q2: 1,800 shares 1,800 $236K 0.01% 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: 168 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 2,700 shares; 2025Q3: 2,450 shares; 2025Q4: 2,690 shares; 2026Q1: not loaded; 2026Q2: 2,550 shares 2,550 $235K 0.01% Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 766 shares; 2026Q1: not loaded; 2026Q2: 783 shares 783 $233K 0.01% Timeline NULG 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: not reported; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares; 2026Q1: not loaded; 2026Q2: 1,959 shares 1,959 $229K 0.01% Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,058 shares; 2024Q4: 2,683 shares; 2025Q1: 2,633 shares; 2025Q2: 973 shares; 2025Q3: 928 shares; 2025Q4: 1,276 shares; 2026Q1: not loaded; 2026Q2: 1,426 shares 1,426 $226K 0.01% 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: 2,158 shares; 2024Q4: 2,964 shares; 2025Q1: 2,850 shares; 2025Q2: 2,735 shares; 2025Q3: 2,602 shares; 2025Q4: 2,592 shares; 2026Q1: not loaded; 2026Q2: 2,538 shares 2,538 $225K 0.01% 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: 8,935 shares; 2024Q4: 8,935 shares; 2025Q1: 8,935 shares; 2025Q2: 8,935 shares; 2025Q3: 9,468 shares; 2025Q4: 9,468 shares; 2026Q1: not loaded; 2026Q2: 10,212 shares 10,212 $224K 0.01% 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: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: not loaded; 2026Q2: 2,347 shares 2,347 $219K 0.01% 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 3,998 shares; 2025Q3: 4,136 shares; 2025Q4: 4,328 shares; 2026Q1: not loaded; 2026Q2: 4,558 shares 4,558 $219K 0.01% Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: not loaded; 2026Q2: 1,392 shares 1,392 $218K 0.01% Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,037 shares; 2024Q4: 2,935 shares; 2025Q1: 2,855 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,510 shares; 2026Q1: not loaded; 2026Q2: 2,510 shares 2,510 $217K 0.01% 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: 2,240 shares; 2024Q4: 2,185 shares; 2025Q1: 1,907 shares; 2025Q2: 2,388 shares; 2025Q3: 6,250 shares; 2025Q4: 2,680 shares; 2026Q1: not loaded; 2026Q2: 1,843 shares 1,843 $217K 0.01% Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: not loaded; 2026Q2: 893 shares 893 $216K 0.01% Timeline ESGV 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 1,569 shares; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares; 2026Q1: not loaded; 2026Q2: 1,621 shares 1,621 $214K 0.01% 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: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 539 shares; 2026Q1: not loaded; 2026Q2: 751 shares 751 $213K 0.01% Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,667 shares; 2024Q4: 4,667 shares; 2025Q1: 5,167 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares; 2026Q1: not loaded; 2026Q2: 4,967 shares 4,967 $212K 0.01% Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 780 shares; 2025Q2: 2,573 shares; 2025Q3: 2,827 shares; 2025Q4: 2,827 shares; 2026Q1: not loaded; 2026Q2: 2,573 shares 2,573 $211K 0.01% 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: 697 shares; 2024Q4: 972 shares; 2025Q1: 937 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,480 shares; 2026Q1: not loaded; 2026Q2: 1,808 shares 1,808 $211K 0.01% 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: 8,736 shares; 2024Q4: 8,377 shares; 2025Q1: 7,823 shares; 2025Q2: 7,019 shares; 2025Q3: 6,783 shares; 2025Q4: 5,465 shares; 2026Q1: not loaded; 2026Q2: 4,319 shares 4,319 $210K 0.01% Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,332 shares 2,332 $205K 0.01% 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: 4,738 shares; 2024Q4: 4,738 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,738 shares; 2025Q4: 4,738 shares; 2026Q1: not loaded; 2026Q2: 5,003 shares 5,003 $205K 0.01% Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,450 shares; 2025Q3: 1,400 shares; 2025Q4: 1,423 shares; 2026Q1: not loaded; 2026Q2: 1,601 shares 1,601 $205K 0.01% Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: not loaded; 2026Q2: 1,100 shares 1,100 $204K 0.01% 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: 36 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 437 shares; 2025Q4: 528 shares; 2026Q1: not loaded; 2026Q2: 470 shares 470 $203K 0.01% 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: 785 shares; 2025Q3: 569 shares; 2025Q4: 669 shares; 2026Q1: not loaded; 2026Q2: 666 shares 666 $202K 0.01% 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: 304 shares; 2024Q4: 304 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 239 shares; 2025Q4: 462 shares; 2026Q1: not loaded; 2026Q2: 550 shares 550 $201K 0.01% 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: 261 shares; 2024Q4: 1,627 shares; 2025Q1: 1,827 shares; 2025Q2: 3,919 shares; 2025Q3: 4,464 shares; 2025Q4: 4,934 shares; 2026Q1: not loaded; 2026Q2: 6,282 shares 6,282 $201K 0.01% 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: 4,276 shares; 2024Q4: 4,276 shares; 2025Q1: 4,326 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares; 2025Q4: 4,247 shares; 2026Q1: not loaded; 2026Q2: 4,672 shares 4,672 $199K 0.01% Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,643 shares; 2025Q4: 3,784 shares; 2026Q1: not loaded; 2026Q2: 2,642 shares 2,642 $199K 0.01% 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: 2,327 shares; 2024Q4: 2,327 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 1,764 shares; 2025Q4: 1,771 shares; 2026Q1: not loaded; 2026Q2: 1,243 shares 1,243 $199K 0.01% 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: not loaded; 2026Q2: 140 shares 140 $194K 0.01% Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 429 shares; 2026Q1: not loaded; 2026Q2: 563 shares 563 $193K 0.01% Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,520 shares; 2025Q1: 1,007 shares; 2025Q2: 1,016 shares; 2025Q3: 1,026 shares; 2025Q4: 1,034 shares; 2026Q1: not loaded; 2026Q2: 1,105 shares 1,105 $193K 0.01% Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,691 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares; 2026Q1: not loaded; 2026Q2: 2,691 shares 2,691 $192K 0.01% Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 264 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 983 shares; 2025Q4: 917 shares; 2026Q1: not loaded; 2026Q2: 1,128 shares 1,128 $192K 0.01% 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: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 2,159 shares; 2026Q1: not loaded; 2026Q2: 1,521 shares 1,521 $190K 0.01% 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: 3,192 shares; 2024Q4: 3,099 shares; 2025Q1: 3,228 shares; 2025Q2: 3,500 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: not loaded; 2026Q2: 4,070 shares 4,070 $189K 0.01% Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,062 shares; 2024Q4: 1,377 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,159 shares; 2025Q4: 1,265 shares; 2026Q1: not loaded; 2026Q2: 2,157 shares 2,157 $188K 0.01% Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 102 shares; 2025Q1: 138 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 213 shares; 2026Q1: not loaded; 2026Q2: 380 shares 380 $187K 0.01% Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,283 shares; 2024Q4: 58,883 shares; 2025Q1: 40,452 shares; 2025Q2: 36,913 shares; 2025Q3: 8,572 shares; 2025Q4: 6,694 shares; 2026Q1: not loaded; 2026Q2: 6,989 shares 6,989 $186K 0.01% Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,472 shares; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: not loaded; 2026Q2: 2,040 shares 2,040 $185K 0.01% Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,392 shares; 2025Q1: 1,342 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,757 shares; 2026Q1: not loaded; 2026Q2: 1,757 shares 1,757 $184K 0.01% 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: 1,762 shares; 2024Q4: 1,762 shares; 2025Q1: 1,652 shares; 2025Q2: 1,652 shares; 2025Q3: 1,747 shares; 2025Q4: 1,606 shares; 2026Q1: not loaded; 2026Q2: 1,393 shares 1,393 $183K 0.01% 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: 14,587 shares; 2024Q4: 14,656 shares; 2025Q1: 13,945 shares; 2025Q2: 14,281 shares; 2025Q3: 12,850 shares; 2025Q4: 9,504 shares; 2026Q1: not loaded; 2026Q2: 6,578 shares 6,578 $180K 0.01% 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: 396 shares; 2024Q4: 502 shares; 2025Q1: 362 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 245 shares; 2026Q1: not loaded; 2026Q2: 360 shares 360 $179K 0.01% 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: 9,640 shares; 2024Q4: 9,490 shares; 2025Q1: 9,490 shares; 2025Q2: 11,156 shares; 2025Q3: 8,990 shares; 2025Q4: 8,990 shares; 2026Q1: not loaded; 2026Q2: 7,390 shares 7,390 $177K 0.01% Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: not loaded; 2026Q2: 2,575 shares 2,575 $175K 0.01% Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 704 shares; 2025Q2: 652 shares; 2025Q3: 616 shares; 2025Q4: 976 shares; 2026Q1: not loaded; 2026Q2: 1,891 shares 1,891 $175K 0.01% Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 1,026 shares; 2025Q3: 524 shares; 2025Q4: 1,278 shares; 2026Q1: not loaded; 2026Q2: 1,278 shares 1,278 $175K 0.01% 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: 3,564 shares; 2024Q4: 3,334 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 2,465 shares; 2026Q1: not loaded; 2026Q2: 1,832 shares 1,832 $172K 0.01% Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 3,478 shares 3,478 $172K 0.01% Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,355 shares; 2024Q4: 15,546 shares; 2025Q1: 8,063 shares; 2025Q2: 7,952 shares; 2025Q3: 6,577 shares; 2025Q4: 3,524 shares; 2026Q1: not loaded; 2026Q2: 1,229 shares 1,229 $171K 0.01% 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: 623 shares; 2024Q4: 669 shares; 2025Q1: 266 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 355 shares; 2026Q1: not loaded; 2026Q2: 494 shares 494 $170K 0.01% Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,568 shares; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares; 2026Q1: not loaded; 2026Q2: 3,415 shares 3,415 $168K 0.01% 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: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,761 shares; 2025Q4: 2,036 shares; 2026Q1: not loaded; 2026Q2: 2,982 shares 2,982 $168K 0.01% 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: 2,399 shares; 2024Q4: 2,324 shares; 2025Q1: 2,114 shares; 2025Q2: 1,914 shares; 2025Q3: 1,914 shares; 2025Q4: 1,671 shares; 2026Q1: not loaded; 2026Q2: 2,248 shares 2,248 $167K 0.01% 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: 2,885 shares; 2024Q4: 3,485 shares; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 3,485 shares; 2025Q4: 3,573 shares; 2026Q1: not loaded; 2026Q2: 3,562 shares 3,562 $166K 0.01% Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 6,250 shares 6,250 $165K 0.01% 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: 3,342 shares; 2024Q4: 3,696 shares; 2025Q1: 3,874 shares; 2025Q2: 3,027 shares; 2025Q3: 2,391 shares; 2025Q4: 2,877 shares; 2026Q1: not loaded; 2026Q2: 2,578 shares 2,578 $165K 0.01% Timeline BKFI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 6,813 shares 6,813 $163K 0.01% 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: 1,200 shares; 2024Q4: 2,435 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: not loaded; 2026Q2: 2,135 shares 2,135 $161K 0.01% Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: not loaded; 2026Q2: 1,300 shares 1,300 $160K 0.01% 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: 972 shares; 2024Q4: 972 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: not loaded; 2026Q2: 550 shares 550 $160K 0.01% 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: 437 shares; 2024Q4: 1,262 shares; 2025Q1: 1,283 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,130 shares; 2026Q1: not loaded; 2026Q2: 945 shares 945 $158K 0.01% Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,553 shares 1,553 $157K 0.01% 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: 912 shares; 2024Q4: 1,484 shares; 2025Q1: 1,603 shares; 2025Q2: 1,484 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: not loaded; 2026Q2: 1,449 shares 1,449 $156K 0.01% 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: 3,644 shares; 2024Q4: 3,644 shares; 2025Q1: 3,744 shares; 2025Q2: 3,644 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: not loaded; 2026Q2: 2,045 shares 2,045 $156K 0.01% 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: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 1,349 shares; 2026Q1: not loaded; 2026Q2: 1,349 shares 1,349 $153K 0.01% 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: 5,162 shares; 2024Q4: 5,199 shares; 2025Q1: 4,509 shares; 2025Q2: 3,889 shares; 2025Q3: 3,889 shares; 2025Q4: 3,889 shares; 2026Q1: not loaded; 2026Q2: 9,388 shares 9,388 $149K 0.01% Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,280 shares; 2026Q1: not loaded; 2026Q2: 3,080 shares 3,080 $148K 0.01% Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: not loaded; 2026Q2: 1,525 shares 1,525 $148K 0.01% 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: 302 shares; 2024Q4: 270 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 336 shares; 2025Q4: 350 shares; 2026Q1: not loaded; 2026Q2: 349 shares 349 $145K 0.01% Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: not loaded; 2026Q2: 374 shares 374 $144K 0.01% 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: 135 shares; 2024Q4: 44 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: not loaded; 2026Q2: 72 shares 72 $143K 0.01% 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: 227 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,527 shares; 2025Q3: 1,796 shares; 2025Q4: 1,075 shares; 2026Q1: not loaded; 2026Q2: 1,227 shares 1,227 $143K 0.01% Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,094 shares; 2024Q4: 5,094 shares; 2025Q1: 5,494 shares; 2025Q2: 4,729 shares; 2025Q3: 4,729 shares; 2025Q4: 4,729 shares; 2026Q1: not loaded; 2026Q2: 3,494 shares 3,494 $143K 0.01% 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: 501 shares; 2024Q4: 501 shares; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 885 shares; 2025Q4: 1,225 shares; 2026Q1: not loaded; 2026Q2: 1,239 shares 1,239 $139K 0.01% Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: not loaded; 2026Q2: 1,585 shares 1,585 $137K 0.01% Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: not loaded; 2026Q2: 1,440 shares 1,440 $136K 0.01% Timeline RWK 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: 1,003 shares; 2025Q3: 921 shares; 2025Q4: 921 shares; 2026Q1: not loaded; 2026Q2: 921 shares 921 $135K 0.01% Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 1,003 shares; 2026Q1: not loaded; 2026Q2: 915 shares 915 $134K <0.01% Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 900 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: not loaded; 2026Q2: 810 shares 810 $133K <0.01% 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: 2,487 shares; 2024Q4: 2,186 shares; 2025Q1: 1,784 shares; 2025Q2: 1,734 shares; 2025Q3: 1,774 shares; 2025Q4: 1,780 shares; 2026Q1: not loaded; 2026Q2: 1,534 shares 1,534 $132K <0.01% Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,984 shares; 2024Q4: 24,680 shares; 2025Q1: 24,680 shares; 2025Q2: 25,007 shares; 2025Q3: 24,620 shares; 2025Q4: 24,617 shares; 2026Q1: not loaded; 2026Q2: 4,950 shares 4,950 $132K <0.01% Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 5,231 shares 5,231 $132K <0.01% Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 3,854 shares; 2025Q1: 4,354 shares; 2025Q2: 3,976 shares; 2025Q3: 4,063 shares; 2025Q4: 4,334 shares; 2026Q1: not loaded; 2026Q2: 3,945 shares 3,945 $131K <0.01% 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: 109 shares; 2024Q4: 195 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 273 shares; 2026Q1: not loaded; 2026Q2: 450 shares 450 $131K <0.01% 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: not reported; 2025Q3: 168 shares; 2025Q4: 105 shares; 2026Q1: not loaded; 2026Q2: 891 shares 891 $130K <0.01% Timeline VIS 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: not loaded; 2026Q2: 360 shares 360 $130K <0.01% Timeline KBWB 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: not loaded; 2026Q2: 1,392 shares 1,392 $129K <0.01% 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: 3,007 shares; 2024Q4: 3,307 shares; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: 2,907 shares; 2025Q4: 3,445 shares; 2026Q1: not loaded; 2026Q2: 3,507 shares 3,507 $129K <0.01% Timeline VDE 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: not loaded; 2026Q2: 852 shares 852 $128K <0.01% Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 3,112 shares 3,112 $128K <0.01% Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 1,347 shares; 2025Q4: 1,347 shares; 2026Q1: not loaded; 2026Q2: 2,584 shares 2,584 $127K <0.01% Timeline VTC 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: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares; 2026Q1: not loaded; 2026Q2: 1,650 shares 1,650 $127K <0.01% Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,100 shares; 2026Q1: not loaded; 2026Q2: 1,100 shares 1,100 $126K <0.01% Timeline IEUR 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: 1,914 shares; 2025Q4: 1,674 shares; 2026Q1: not loaded; 2026Q2: 1,674 shares 1,674 $126K <0.01% Timeline SPMO 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: 827 shares; 2025Q3: 771 shares; 2025Q4: 790 shares; 2026Q1: not loaded; 2026Q2: 771 shares 771 $125K <0.01% Timeline MGK 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 283 shares; 2026Q1: not loaded; 2026Q2: 1,415 shares 1,415 $124K <0.01% 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: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 2,042 shares; 2026Q1: not loaded; 2026Q2: 2,042 shares 2,042 $124K <0.01% 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: not reported; 2025Q3: 2 shares; 2025Q4: 1,013 shares; 2026Q1: not loaded; 2026Q2: 1,437 shares 1,437 $123K <0.01% Timeline VWOB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 1,824 shares 1,824 $123K <0.01% Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,897 shares; 2024Q4: 3,897 shares; 2025Q1: 2,504 shares; 2025Q2: 2,862 shares; 2025Q3: 2,726 shares; 2025Q4: 2,729 shares; 2026Q1: not loaded; 2026Q2: 1,693 shares 1,693 $122K <0.01% Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares; 2026Q1: not loaded; 2026Q2: 3,165 shares 3,165 $121K <0.01% 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,001 shares; 2025Q4: 1,031 shares; 2026Q1: not loaded; 2026Q2: 1,316 shares 1,316 $121K <0.01% Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 2,655 shares 2,655 $121K <0.01% Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,616 shares; 2024Q4: 650 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 503 shares; 2025Q4: 603 shares; 2026Q1: not loaded; 2026Q2: 577 shares 577 $119K <0.01% Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not loaded; 2026Q2: 500 shares 500 $119K <0.01% 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: 15,793 shares; 2024Q4: 15,721 shares; 2025Q1: 2,477 shares; 2025Q2: 1,806 shares; 2025Q3: 1,795 shares; 2025Q4: 1,554 shares; 2026Q1: not loaded; 2026Q2: 1,539 shares 1,539 $119K <0.01% 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: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,200 shares; 2026Q1: not loaded; 2026Q2: 3,200 shares 3,200 $118K <0.01% 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: 2,623 shares; 2024Q4: 2,731 shares; 2025Q1: 2,404 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 1,752 shares; 2026Q1: not loaded; 2026Q2: 1,042 shares 1,042 $117K <0.01% Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares; 2026Q1: not loaded; 2026Q2: 2,038 shares 2,038 $116K <0.01% Timeline RDVI 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: not reported; 2025Q3: not reported; 2025Q4: 451 shares; 2026Q1: not loaded; 2026Q2: 3,944 shares 3,944 $116K <0.01% Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 651 shares; 2026Q1: not loaded; 2026Q2: 651 shares 651 $115K <0.01% Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: not loaded; 2026Q2: 711 shares 711 $113K <0.01% Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 8,950 shares; 2026Q1: not loaded; 2026Q2: 11,450 shares 11,450 $112K <0.01% Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 6,220 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,220 shares; 2025Q4: 6,340 shares; 2026Q1: not loaded; 2026Q2: 6,150 shares 6,150 $111K <0.01% Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 4,027 shares 4,027 $110K <0.01% 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: 964 shares; 2024Q4: 1,560 shares; 2025Q1: 1,844 shares; 2025Q2: 1,949 shares; 2025Q3: 1,721 shares; 2025Q4: 1,732 shares; 2026Q1: not loaded; 2026Q2: 1,990 shares 1,990 $109K <0.01% Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 280 shares; 2025Q4: 286 shares; 2026Q1: not loaded; 2026Q2: 280 shares 280 $105K <0.01% Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: 1,045 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: not loaded; 2026Q2: 950 shares 950 $105K <0.01% 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: 1,016 shares; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 2,085 shares; 2026Q1: not loaded; 2026Q2: 1,771 shares 1,771 $104K <0.01% Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,899 shares; 2024Q4: 5,249 shares; 2025Q1: 5,749 shares; 2025Q2: 5,749 shares; 2025Q3: 5,749 shares; 2025Q4: 5,749 shares; 2026Q1: not loaded; 2026Q2: 6,000 shares 6,000 $104K <0.01% Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 192 shares; 2025Q1: 163 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 231 shares; 2026Q1: not loaded; 2026Q2: 269 shares 269 $104K <0.01% Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,879 shares; 2025Q2: 1,879 shares; 2025Q3: 2,292 shares; 2025Q4: 4,029 shares; 2026Q1: not loaded; 2026Q2: 7,415 shares 7,415 $103K <0.01% Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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 loaded; 2026Q2: 2,563 shares 2,563 $103K <0.01% 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: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,608 shares; 2025Q3: 1,473 shares; 2025Q4: 1,416 shares; 2026Q1: not loaded; 2026Q2: 1,686 shares 1,686 $103K <0.01% Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: not loaded; 2026Q2: 800 shares 800 $102K <0.01% 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: not loaded; 2026Q2: 333 shares 333 $102K <0.01% 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: 1,188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 422 shares; 2025Q3: 522 shares; 2025Q4: 699 shares; 2026Q1: not loaded; 2026Q2: 447 shares 447 $101K <0.01% Timeline JEPQ 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: 1,460 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 700 shares; 2025Q3: 1,351 shares; 2025Q4: 1,601 shares; 2026Q1: not loaded; 2026Q2: 1,648 shares 1,648 $101K <0.01% Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 1,049 shares; 2025Q3: 1,028 shares; 2025Q4: 1,499 shares; 2026Q1: not loaded; 2026Q2: 1,383 shares 1,383 $101K <0.01% Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 626 shares; 2025Q4: 634 shares; 2026Q1: not loaded; 2026Q2: 626 shares 626 $101K <0.01% Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: not loaded; 2026Q2: 1,263 shares 1,263 $100K <0.01% Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,408 shares; 2025Q4: 5,408 shares; 2026Q1: not loaded; 2026Q2: 5,408 shares 5,408 $99.9K <0.01% 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: 61 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: not loaded; 2026Q2: 88 shares 88 $99.7K <0.01% Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 216 shares; 2025Q2: 238 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: not loaded; 2026Q2: 237 shares 237 $98.8K <0.01% Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: not loaded; 2026Q2: 1,017 shares 1,017 $98.7K <0.01% Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 528 shares; 2025Q4: 375 shares; 2026Q1: not loaded; 2026Q2: 1,875 shares 1,875 $98.1K <0.01% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 1,114 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 854 shares; 2026Q1: not loaded; 2026Q2: 858 shares 858 $98K <0.01% Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: not loaded; 2026Q2: 400 shares 400 $97.9K <0.01% Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: not loaded; 2026Q2: 1,500 shares 1,500 $97.8K <0.01% Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: not loaded; 2026Q2: 104 shares 104 $96.5K <0.01% 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: 7,336 shares; 2024Q4: 7,236 shares; 2025Q1: 6,036 shares; 2025Q2: 6,090 shares; 2025Q3: 5,124 shares; 2025Q4: 4,967 shares; 2026Q1: not loaded; 2026Q2: 4,487 shares 4,487 $96K <0.01% Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 665 shares; 2025Q3: not reported; 2025Q4: 1,165 shares; 2026Q1: not loaded; 2026Q2: 1,165 shares 1,165 $95.9K <0.01% Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 141 shares; 2025Q3: 156 shares; 2025Q4: 124 shares; 2026Q1: not loaded; 2026Q2: 181 shares 181 $95.3K <0.01% 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 75 shares; 2025Q2: 2,579 shares; 2025Q3: 1,692 shares; 2025Q4: 1,617 shares; 2026Q1: not loaded; 2026Q2: 1,617 shares 1,617 $95.3K <0.01% Timeline JPIE 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: not loaded; 2026Q2: 2,065 shares 2,065 $95.1K <0.01% Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: not loaded; 2026Q2: 4,500 shares 4,500 $90.3K <0.01% Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,401 shares; 2024Q4: 1,401 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,401 shares; 2026Q1: not loaded; 2026Q2: 1,401 shares 1,401 $89.9K <0.01% Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,349 shares; 2025Q3: 3,349 shares; 2025Q4: 3,349 shares; 2026Q1: not loaded; 2026Q2: 2,977 shares 2,977 $89.7K <0.01% Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: not loaded; 2026Q2: 844 shares 844 $89.5K <0.01% Timeline