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: 580,719 shares; 2024Q4: 570,331 shares; 2025Q1: 582,264 shares; 2025Q2: 685,315 shares; 2025Q3: 691,505 shares; 2025Q4: 697,528 shares; 2026Q1: 728,167 shares; 2026Q2: 783,877 shares 783,877 $267M 23.55% +55,710 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: 1,531,732 shares; 2024Q4: 1,647,558 shares; 2025Q1: 1,733,435 shares; 2025Q2: 1,809,316 shares; 2025Q3: 1,935,848 shares; 2025Q4: 2,020,700 shares; 2026Q1: 2,156,873 shares; 2026Q2: 2,467,039 shares 2,467,039 $182M 16.01% +310,166 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: 1,414,305 shares; 2024Q4: 1,482,531 shares; 2025Q1: 1,527,311 shares; 2025Q2: 1,382,348 shares; 2025Q3: 1,431,389 shares; 2025Q4: 1,458,886 shares; 2026Q1: 1,482,215 shares; 2026Q2: 1,668,213 shares 1,668,213 $139M 12.22% +185,998 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800,174 shares; 2024Q4: 1,824,701 shares; 2025Q1: 1,788,639 shares; 2025Q2: 1,582,452 shares; 2025Q3: 1,685,779 shares; 2025Q4: 1,573,611 shares; 2026Q1: 1,567,968 shares; 2026Q2: 1,614,118 shares 1,614,118 $42.8M 3.77% +46,150 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982,525 shares; 2024Q4: 974,275 shares; 2025Q1: 935,537 shares; 2025Q2: 853,581 shares; 2025Q3: 872,481 shares; 2025Q4: 826,093 shares; 2026Q1: 813,206 shares; 2026Q2: 826,967 shares 826,967 $42.6M 3.75% +13,761 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: 303,095 shares; 2024Q4: 324,002 shares; 2025Q1: 341,502 shares; 2025Q2: 358,884 shares; 2025Q3: 386,343 shares; 2025Q4: 402,519 shares; 2026Q1: 436,375 shares; 2026Q2: 502,763 shares 502,763 $39.2M 3.45% +66,388 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: 77,556 shares; 2024Q4: 76,374 shares; 2025Q1: 70,723 shares; 2025Q2: 70,530 shares; 2025Q3: 62,297 shares; 2025Q4: 55,869 shares; 2026Q1: 54,847 shares; 2026Q2: 52,167 shares 52,167 $38.8M 3.42% -2,680 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: 384,206 shares; 2024Q4: 361,988 shares; 2025Q1: 335,460 shares; 2025Q2: 359,749 shares; 2025Q3: 321,753 shares; 2025Q4: 292,955 shares; 2026Q1: 270,015 shares; 2026Q2: 248,639 shares 248,639 $36.6M 3.23% -21,376 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: 219,275 shares; 2024Q4: 215,572 shares; 2025Q1: 222,272 shares; 2025Q2: 217,269 shares; 2025Q3: 213,397 shares; 2025Q4: 207,817 shares; 2026Q1: 185,342 shares; 2026Q2: 145,505 shares 145,505 $35.5M 3.13% -39,837 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: 700,707 shares; 2024Q4: 659,480 shares; 2025Q1: 603,680 shares; 2025Q2: 623,770 shares; 2025Q3: 553,835 shares; 2025Q4: 521,769 shares; 2026Q1: 494,888 shares; 2026Q2: 464,001 shares 464,001 $35.5M 3.13% -30,887 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,479 shares; 2024Q4: 192,200 shares; 2025Q1: 201,419 shares; 2025Q2: 193,386 shares; 2025Q3: 187,524 shares; 2025Q4: 180,616 shares; 2026Q1: 178,019 shares; 2026Q2: 218,419 shares 218,419 $17.5M 1.54% +40,400 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: 27,595 shares; 2024Q4: 27,790 shares; 2025Q1: 30,169 shares; 2025Q2: 44,295 shares; 2025Q3: 52,448 shares; 2025Q4: 51,583 shares; 2026Q1: 66,829 shares; 2026Q2: 76,113 shares 76,113 $12.1M 1.06% +9,284 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: 20,519 shares; 2024Q4: 20,529 shares; 2025Q1: 22,251 shares; 2025Q2: 17,003 shares; 2025Q3: 18,753 shares; 2025Q4: 19,969 shares; 2026Q1: 34,742 shares; 2026Q2: 67,996 shares 67,996 $10.5M 0.92% +33,254 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: 50,205 shares; 2024Q4: 52,737 shares; 2025Q1: 59,862 shares; 2025Q2: 60,676 shares; 2025Q3: 64,727 shares; 2025Q4: 64,082 shares; 2026Q1: 69,728 shares; 2026Q2: 61,839 shares 61,839 $8.41M 0.74% -7,889 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,551 shares; 2025Q1: 8,771 shares; 2025Q2: 15,291 shares; 2025Q3: 14,985 shares; 2025Q4: 14,049 shares; 2026Q1: 12,808 shares; 2026Q2: 10,498 shares 10,498 $7.29M 0.64% -2,310 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: 21,656 shares; 2024Q4: 22,062 shares; 2025Q1: 22,580 shares; 2025Q2: 22,657 shares; 2025Q3: 21,768 shares; 2025Q4: 20,343 shares; 2026Q1: 19,677 shares; 2026Q2: 18,004 shares 18,004 $6.64M 0.58% -1,673 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: 31,358 shares; 2024Q4: 28,611 shares; 2025Q1: 27,978 shares; 2025Q2: 28,800 shares; 2025Q3: 31,547 shares; 2025Q4: 29,785 shares; 2026Q1: 28,833 shares; 2026Q2: 26,001 shares 26,001 $6.24M 0.55% -2,832 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: 23,814 shares; 2024Q4: 24,697 shares; 2025Q1: 24,565 shares; 2025Q2: 25,554 shares; 2025Q3: 24,069 shares; 2025Q4: 22,397 shares; 2026Q1: 19,609 shares; 2026Q2: 16,153 shares 16,153 $5.71M 0.5% -3,456 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: 19,572 shares; 2024Q4: 19,983 shares; 2025Q1: 21,251 shares; 2025Q2: 18,547 shares; 2025Q3: 18,430 shares; 2025Q4: 17,983 shares; 2026Q1: 17,099 shares; 2026Q2: 14,585 shares 14,585 $4.8M 0.42% -2,514 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: 28,760 shares; 2024Q4: 28,771 shares; 2025Q1: 28,924 shares; 2025Q2: 28,913 shares; 2025Q3: 29,341 shares; 2025Q4: 29,155 shares; 2026Q1: 29,188 shares; 2026Q2: 25,774 shares 25,774 $4.71M 0.41% -3,414 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: 7,581 shares; 2024Q4: 11,249 shares; 2025Q1: 18,401 shares; 2025Q2: 28,862 shares; 2025Q3: 40,446 shares; 2025Q4: 48,834 shares; 2026Q1: 56,489 shares; 2026Q2: 47,161 shares 47,161 $4.63M 0.41% -9,328 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: 55,636 shares; 2024Q4: 57,448 shares; 2025Q1: 57,039 shares; 2025Q2: 59,243 shares; 2025Q3: 57,178 shares; 2025Q4: 54,683 shares; 2026Q1: 53,369 shares; 2026Q2: 49,992 shares 49,992 $4.53M 0.4% -3,377 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,773 shares; 2024Q4: 9,214 shares; 2025Q1: 9,609 shares; 2025Q2: 9,456 shares; 2025Q3: 9,118 shares; 2025Q4: 8,668 shares; 2026Q1: 8,156 shares; 2026Q2: 7,606 shares 7,606 $4.28M 0.38% -550 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: 6,636 shares; 2024Q4: 6,472 shares; 2025Q1: 6,699 shares; 2025Q2: 8,144 shares; 2025Q3: 8,213 shares; 2025Q4: 8,149 shares; 2026Q1: 8,170 shares; 2026Q2: 8,377 shares 8,377 $4.2M 0.37% +207 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: 15,988 shares; 2024Q4: 14,354 shares; 2025Q1: 14,726 shares; 2025Q2: 15,404 shares; 2025Q3: 11,557 shares; 2025Q4: 10,879 shares; 2026Q1: 10,265 shares; 2026Q2: 8,952 shares 8,952 $4.07M 0.36% -1,313 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: 8,356 shares; 2024Q4: 9,820 shares; 2025Q1: 10,903 shares; 2025Q2: 11,187 shares; 2025Q3: 12,233 shares; 2025Q4: 11,376 shares; 2026Q1: 10,986 shares; 2026Q2: 11,091 shares 11,091 $4.07M 0.36% +105 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: 946 shares; 2024Q4: 848 shares; 2025Q1: 861 shares; 2025Q2: 899 shares; 2025Q3: 881 shares; 2025Q4: 742 shares; 2026Q1: 683 shares; 2026Q2: 22,003 shares 22,003 $4.01M 0.35% +21,320 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: 12,696 shares; 2024Q4: 12,261 shares; 2025Q1: 12,313 shares; 2025Q2: 11,690 shares; 2025Q3: 11,368 shares; 2025Q4: 10,858 shares; 2026Q1: 11,181 shares; 2026Q2: 11,338 shares 11,338 $3.87M 0.34% +157 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: 6,763 shares; 2024Q4: 8,595 shares; 2025Q1: 9,158 shares; 2025Q2: 9,061 shares; 2025Q3: 8,876 shares; 2025Q4: 8,300 shares; 2026Q1: 8,572 shares; 2026Q2: 9,641 shares 9,641 $3.74M 0.33% +1,069 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: 15,973 shares; 2024Q4: 15,796 shares; 2025Q1: 15,265 shares; 2025Q2: 14,587 shares; 2025Q3: 14,539 shares; 2025Q4: 13,952 shares; 2026Q1: 12,879 shares; 2026Q2: 10,620 shares 10,620 $3.73M 0.33% -2,259 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: 87,654 shares; 2024Q4: 93,712 shares; 2025Q1: 72,526 shares; 2025Q2: 70,251 shares; 2025Q3: 24,442 shares; 2025Q4: 24,065 shares; 2026Q1: 25,926 shares; 2026Q2: 36,816 shares 36,816 $3.5M 0.31% +10,890 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: 34,037 shares; 2024Q4: 32,884 shares; 2025Q1: 31,764 shares; 2025Q2: 30,832 shares; 2025Q3: 28,027 shares; 2025Q4: 25,218 shares; 2026Q1: 20,019 shares; 2026Q2: 16,427 shares 16,427 $3.2M 0.28% -3,592 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: 38,070 shares; 2024Q4: 40,077 shares; 2025Q1: 42,791 shares; 2025Q2: 44,615 shares; 2025Q3: 46,679 shares; 2025Q4: 46,312 shares; 2026Q1: 42,852 shares; 2026Q2: 37,670 shares 37,670 $3.15M 0.28% -5,182 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: 11,837 shares; 2024Q4: 12,368 shares; 2025Q1: 12,050 shares; 2025Q2: 12,752 shares; 2025Q3: 14,464 shares; 2025Q4: 33,521 shares; 2026Q1: 43,282 shares; 2026Q2: 52,467 shares 52,467 $3.1M 0.27% +9,185 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: 7,408 shares; 2024Q4: 7,733 shares; 2025Q1: 6,837 shares; 2025Q2: 6,310 shares; 2025Q3: 6,635 shares; 2025Q4: 6,523 shares; 2026Q1: 6,341 shares; 2026Q2: 5,895 shares 5,895 $2.92M 0.26% -446 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,272 shares; 2024Q4: 11,738 shares; 2025Q1: 12,856 shares; 2025Q2: 18,177 shares; 2025Q3: 17,334 shares; 2025Q4: 16,080 shares; 2026Q1: 15,967 shares; 2026Q2: 15,003 shares 15,003 $2.9M 0.26% -964 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,052 shares; 2024Q4: 20,263 shares; 2025Q1: 15,244 shares; 2025Q2: 15,580 shares; 2025Q3: 17,286 shares; 2025Q4: 23,756 shares; 2026Q1: 26,140 shares; 2026Q2: 31,010 shares 31,010 $2.71M 0.24% +4,870 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: 8,987 shares; 2024Q4: 8,919 shares; 2025Q1: 8,683 shares; 2025Q2: 8,778 shares; 2025Q3: 10,395 shares; 2025Q4: 10,109 shares; 2026Q1: 8,297 shares; 2026Q2: 6,551 shares 6,551 $2.57M 0.23% -1,746 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: 13,004 shares; 2024Q4: 17,411 shares; 2025Q1: 16,429 shares; 2025Q2: 18,385 shares; 2025Q3: 20,645 shares; 2025Q4: 23,910 shares; 2026Q1: 25,160 shares; 2026Q2: 25,648 shares 25,648 $2.55M 0.22% +488 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,277 shares; 2025Q1: not reported; 2025Q2: 18,253 shares; 2025Q3: 18,359 shares; 2025Q4: 15,719 shares; 2026Q1: 17,686 shares; 2026Q2: 21,015 shares 21,015 $2.47M 0.22% +3,329 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: 3,074 shares; 2024Q4: 9,230 shares; 2025Q1: 9,838 shares; 2025Q2: 11,822 shares; 2025Q3: 15,363 shares; 2025Q4: 15,384 shares; 2026Q1: 15,500 shares; 2026Q2: 15,189 shares 15,189 $2.36M 0.21% -311 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: 25,719 shares; 2024Q4: 29,319 shares; 2025Q1: 30,451 shares; 2025Q2: 31,396 shares; 2025Q3: 31,647 shares; 2025Q4: 30,211 shares; 2026Q1: 29,411 shares; 2026Q2: 28,582 shares 28,582 $2.31M 0.2% -829 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: 36,439 shares; 2024Q4: 36,942 shares; 2025Q1: 39,959 shares; 2025Q2: 42,284 shares; 2025Q3: 43,473 shares; 2025Q4: 43,216 shares; 2026Q1: 43,702 shares; 2026Q2: 40,819 shares 40,819 $2.26M 0.2% -2,883 Timeline PSK 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: 52,972 shares; 2024Q4: 54,571 shares; 2025Q1: 52,935 shares; 2025Q2: 56,383 shares; 2025Q3: 59,201 shares; 2025Q4: 61,951 shares; 2026Q1: 55,830 shares; 2026Q2: 67,137 shares 67,137 $2.05M 0.18% +11,307 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: 12,491 shares; 2024Q4: 12,893 shares; 2025Q1: 16,101 shares; 2025Q2: 24,008 shares; 2025Q3: 30,747 shares; 2025Q4: 30,704 shares; 2026Q1: 29,978 shares; 2026Q2: 27,761 shares 27,761 $2.05M 0.18% -2,217 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: 34,112 shares; 2024Q4: 31,025 shares; 2025Q1: 31,807 shares; 2025Q2: 33,610 shares; 2025Q3: 32,741 shares; 2025Q4: 30,854 shares; 2026Q1: 30,177 shares; 2026Q2: 19,401 shares 19,401 $2.02M 0.18% -10,776 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: 73,006 shares; 2024Q4: 78,166 shares; 2025Q1: 81,290 shares; 2025Q2: 83,883 shares; 2025Q3: 93,220 shares; 2025Q4: 92,897 shares; 2026Q1: 90,350 shares; 2026Q2: 82,366 shares 82,366 $1.99M 0.18% -7,984 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: 7,084 shares; 2024Q4: 7,193 shares; 2025Q1: 7,503 shares; 2025Q2: 7,955 shares; 2025Q3: 7,770 shares; 2025Q4: 7,282 shares; 2026Q1: 7,166 shares; 2026Q2: 6,763 shares 6,763 $1.83M 0.16% -403 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,784 shares; 2024Q4: 35,877 shares; 2025Q1: 21,563 shares; 2025Q2: 20,411 shares; 2025Q3: 22,408 shares; 2025Q4: 22,163 shares; 2026Q1: 24,005 shares; 2026Q2: 34,310 shares 34,310 $1.83M 0.16% +10,305 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: 6,063 shares; 2024Q4: 6,213 shares; 2025Q1: 6,025 shares; 2025Q2: 5,094 shares; 2025Q3: 4,610 shares; 2025Q4: 4,199 shares; 2026Q1: 3,891 shares; 2026Q2: 3,579 shares 3,579 $1.82M 0.16% -312 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: 4,381 shares; 2024Q4: 4,604 shares; 2025Q1: 5,880 shares; 2025Q2: 5,940 shares; 2025Q3: 5,896 shares; 2025Q4: 5,882 shares; 2026Q1: 5,683 shares; 2026Q2: 5,111 shares 5,111 $1.78M 0.16% -572 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: 18,851 shares; 2024Q4: 24,158 shares; 2025Q1: 24,503 shares; 2025Q2: 24,392 shares; 2025Q3: 26,873 shares; 2025Q4: 25,213 shares; 2026Q1: 24,041 shares; 2026Q2: 24,959 shares 24,959 $1.77M 0.16% +918 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: 15,916 shares; 2024Q4: 16,848 shares; 2025Q1: 17,096 shares; 2025Q2: 16,661 shares; 2025Q3: 18,018 shares; 2025Q4: 17,769 shares; 2026Q1: 15,877 shares; 2026Q2: 12,195 shares 12,195 $1.75M 0.15% -3,682 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: 16,293 shares; 2024Q4: 20,230 shares; 2025Q1: 20,720 shares; 2025Q2: 21,730 shares; 2025Q3: 20,259 shares; 2025Q4: 18,184 shares; 2026Q1: 17,640 shares; 2026Q2: 17,143 shares 17,143 $1.69M 0.15% -497 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,339 shares; 2024Q4: 25,857 shares; 2025Q1: 28,879 shares; 2025Q2: 33,972 shares; 2025Q3: 34,774 shares; 2025Q4: 34,254 shares; 2026Q1: 33,702 shares; 2026Q2: 31,519 shares 31,519 $1.66M 0.15% -2,183 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,957 shares; 2025Q3: 21,237 shares; 2025Q4: 22,567 shares; 2026Q1: 29,635 shares; 2026Q2: 31,515 shares 31,515 $1.58M 0.14% +1,880 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: 13,646 shares; 2024Q4: 14,388 shares; 2025Q1: 14,293 shares; 2025Q2: 14,339 shares; 2025Q3: 14,118 shares; 2025Q4: 14,077 shares; 2026Q1: 12,813 shares; 2026Q2: 10,020 shares 10,020 $1.58M 0.14% -2,793 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,546 shares; 2024Q4: 12,224 shares; 2025Q1: 16,076 shares; 2025Q2: 16,617 shares; 2025Q3: 17,024 shares; 2025Q4: 16,913 shares; 2026Q1: 16,426 shares; 2026Q2: 14,752 shares 14,752 $1.54M 0.14% -1,674 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: 6,325 shares; 2024Q4: 6,541 shares; 2025Q1: 7,011 shares; 2025Q2: 8,547 shares; 2025Q3: 7,839 shares; 2025Q4: 7,879 shares; 2026Q1: 9,599 shares; 2026Q2: 8,944 shares 8,944 $1.51M 0.13% -655 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,338 shares; 2024Q4: 7,048 shares; 2025Q1: 7,581 shares; 2025Q2: 7,275 shares; 2025Q3: 6,926 shares; 2025Q4: 6,954 shares; 2026Q1: 6,602 shares; 2026Q2: 5,288 shares 5,288 $1.49M 0.13% -1,314 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: 26,694 shares; 2026Q1: 26,770 shares; 2026Q2: 23,772 shares 23,772 $1.45M 0.13% -2,998 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: 4,701 shares; 2024Q4: 4,668 shares; 2025Q1: 4,530 shares; 2025Q2: 4,498 shares; 2025Q3: 3,703 shares; 2025Q4: 4,697 shares; 2026Q1: 4,688 shares; 2026Q2: 3,901 shares 3,901 $1.45M 0.13% -787 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: 29,411 shares; 2024Q4: 29,744 shares; 2025Q1: 31,698 shares; 2025Q2: 33,277 shares; 2025Q3: 33,114 shares; 2025Q4: 32,427 shares; 2026Q1: 31,803 shares; 2026Q2: 28,372 shares 28,372 $1.44M 0.13% -3,431 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,879 shares; 2024Q4: 203,747 shares; 2025Q1: 225,365 shares; 2025Q2: 240,885 shares; 2025Q3: 253,648 shares; 2025Q4: 253,845 shares; 2026Q1: 256,127 shares; 2026Q2: 241,490 shares 241,490 $1.39M 0.12% -14,637 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,663 shares; 2025Q3: 10,855 shares; 2025Q4: 10,013 shares; 2026Q1: 9,770 shares; 2026Q2: 9,403 shares 9,403 $1.38M 0.12% -367 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: 12,799 shares; 2024Q4: 11,688 shares; 2025Q1: 12,336 shares; 2025Q2: 12,639 shares; 2025Q3: 12,404 shares; 2025Q4: 12,478 shares; 2026Q1: 12,450 shares; 2026Q2: 10,121 shares 10,121 $1.3M 0.11% -2,329 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: 9,610 shares; 2024Q4: 8,972 shares; 2025Q1: 9,125 shares; 2025Q2: 9,977 shares; 2025Q3: 9,410 shares; 2025Q4: 8,766 shares; 2026Q1: 8,406 shares; 2026Q2: 6,776 shares 6,776 $1.28M 0.11% -1,630 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: 16,282 shares; 2024Q4: 15,843 shares; 2025Q1: 16,723 shares; 2025Q2: 17,105 shares; 2025Q3: 17,353 shares; 2025Q4: 16,445 shares; 2026Q1: 16,561 shares; 2026Q2: 15,320 shares 15,320 $1.27M 0.11% -1,241 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,770 shares; 2025Q4: 16,434 shares; 2026Q1: 15,918 shares; 2026Q2: 15,216 shares 15,216 $1.22M 0.11% -702 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,117 shares; 2024Q4: 2,446 shares; 2025Q1: not reported; 2025Q2: 22,884 shares; 2025Q3: 28,038 shares; 2025Q4: 33,652 shares; 2026Q1: 36,449 shares; 2026Q2: 12,879 shares 12,879 $1.22M 0.11% -23,570 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: 6,832 shares; 2024Q4: 6,507 shares; 2025Q1: 6,321 shares; 2025Q2: 15,645 shares; 2025Q3: 15,639 shares; 2025Q4: 14,953 shares; 2026Q1: 15,567 shares; 2026Q2: 14,345 shares 14,345 $1.2M 0.11% -1,222 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: 5,852 shares; 2024Q4: 5,954 shares; 2025Q1: 7,973 shares; 2025Q2: 7,737 shares; 2025Q3: 7,122 shares; 2025Q4: 7,516 shares; 2026Q1: 7,288 shares; 2026Q2: 6,171 shares 6,171 $1.16M 0.1% -1,117 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,532 shares; 2024Q4: 3,468 shares; 2025Q1: 3,667 shares; 2025Q2: 3,830 shares; 2025Q3: 3,511 shares; 2025Q4: 3,468 shares; 2026Q1: 3,457 shares; 2026Q2: 3,137 shares 3,137 $1.13M 0.1% -320 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: 9,268 shares; 2024Q4: 16,105 shares; 2025Q1: 10,794 shares; 2025Q2: 17,643 shares; 2025Q3: 20,186 shares; 2025Q4: 15,323 shares; 2026Q1: 11,800 shares; 2026Q2: 9,491 shares 9,491 $1.1M 0.1% -2,309 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: 3,142 shares; 2024Q4: 2,993 shares; 2025Q1: 2,624 shares; 2025Q2: 1,964 shares; 2025Q3: 1,912 shares; 2025Q4: 1,779 shares; 2026Q1: 1,699 shares; 2026Q2: 2,688 shares 2,688 $1.1M 0.1% +989 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: 9,004 shares; 2024Q4: 9,021 shares; 2025Q1: 9,325 shares; 2025Q2: 11,874 shares; 2025Q3: 11,354 shares; 2025Q4: 10,173 shares; 2026Q1: 10,760 shares; 2026Q2: 9,795 shares 9,795 $1.06M 0.09% -965 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,499 shares 8,499 $1.04M 0.09% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,591 shares; 2024Q4: 3,649 shares; 2025Q1: 3,906 shares; 2025Q2: 4,095 shares; 2025Q3: 4,197 shares; 2025Q4: 4,266 shares; 2026Q1: 4,106 shares; 2026Q2: 3,639 shares 3,639 $1.04M 0.09% -467 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,318 shares; 2024Q4: 9,450 shares; 2025Q1: 9,281 shares; 2025Q2: 7,466 shares; 2025Q3: 7,063 shares; 2025Q4: 7,048 shares; 2026Q1: 6,982 shares; 2026Q2: 6,560 shares 6,560 $1.04M 0.09% -422 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,074 shares; 2024Q4: 7,239 shares; 2025Q1: 7,898 shares; 2025Q2: 8,483 shares; 2025Q3: 8,835 shares; 2025Q4: 8,794 shares; 2026Q1: 9,151 shares; 2026Q2: 8,720 shares 8,720 $1.03M 0.09% -431 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: 8,303 shares; 2024Q4: 8,956 shares; 2025Q1: 10,725 shares; 2025Q2: 11,075 shares; 2025Q3: 11,160 shares; 2025Q4: 10,771 shares; 2026Q1: 10,495 shares; 2026Q2: 8,794 shares 8,794 $1.03M 0.09% -1,701 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: 1,152 shares; 2025Q1: 1,536 shares; 2025Q2: 1,439 shares; 2025Q3: 1,151 shares; 2025Q4: 1,138 shares; 2026Q1: 1,142 shares; 2026Q2: 1,074 shares 1,074 $1.02M 0.09% -68 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: 11,587 shares; 2024Q4: 12,101 shares; 2025Q1: 11,202 shares; 2025Q2: 10,320 shares; 2025Q3: 8,732 shares; 2025Q4: 7,365 shares; 2026Q1: 9,762 shares; 2026Q2: 13,399 shares 13,399 $1.01M 0.09% +3,637 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,408 shares; 2024Q4: 1,590 shares; 2025Q1: 1,402 shares; 2025Q2: 1,430 shares; 2025Q3: 1,327 shares; 2025Q4: 1,169 shares; 2026Q1: 1,049 shares; 2026Q2: 805 shares 805 $990K 0.09% -244 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: 1,528 shares; 2024Q4: 1,667 shares; 2025Q1: 1,748 shares; 2025Q2: 1,723 shares; 2025Q3: 1,832 shares; 2025Q4: 1,747 shares; 2026Q1: 1,665 shares; 2026Q2: 1,313 shares 1,313 $981K 0.09% -352 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,121 shares; 2024Q4: 9,715 shares; 2025Q1: 9,864 shares; 2025Q2: 6,149 shares; 2025Q3: 5,612 shares; 2025Q4: 6,900 shares; 2026Q1: 7,734 shares; 2026Q2: 7,587 shares 7,587 $977K 0.09% -147 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,061 shares; 2024Q4: 7,330 shares; 2025Q1: 7,982 shares; 2025Q2: 8,590 shares; 2025Q3: 14,573 shares; 2025Q4: 15,585 shares; 2026Q1: 20,190 shares; 2026Q2: 24,349 shares 24,349 $942K 0.08% +4,159 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: 7,788 shares; 2024Q4: 7,612 shares; 2025Q1: 7,548 shares; 2025Q2: 4,465 shares; 2025Q3: 4,120 shares; 2025Q4: 3,537 shares; 2026Q1: 3,449 shares; 2026Q2: 3,309 shares 3,309 $932K 0.08% -140 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,634 shares; 2024Q4: 6,117 shares; 2025Q1: 5,468 shares; 2025Q2: 5,959 shares; 2025Q3: 6,795 shares; 2025Q4: 6,757 shares; 2026Q1: 6,974 shares; 2026Q2: 5,548 shares 5,548 $892K 0.08% -1,426 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,679 shares; 2025Q1: 2,932 shares; 2025Q2: 3,147 shares; 2025Q3: 3,286 shares; 2025Q4: 3,252 shares; 2026Q1: 3,307 shares; 2026Q2: 3,109 shares 3,109 $863K 0.08% -198 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: 4,344 shares; 2024Q4: 5,089 shares; 2025Q1: 4,024 shares; 2025Q2: 5,350 shares; 2025Q3: 4,967 shares; 2025Q4: 4,579 shares; 2026Q1: 4,145 shares; 2026Q2: 3,390 shares 3,390 $862K 0.08% -755 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,858 shares; 2024Q4: 5,438 shares; 2025Q1: 4,958 shares; 2025Q2: 4,851 shares; 2025Q3: 4,632 shares; 2025Q4: 4,352 shares; 2026Q1: 3,192 shares; 2026Q2: 2,441 shares 2,441 $855K 0.08% -751 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: 39,447 shares; 2024Q4: 41,288 shares; 2025Q1: 42,991 shares; 2025Q2: 45,781 shares; 2025Q3: 40,956 shares; 2025Q4: 39,508 shares; 2026Q1: 38,414 shares; 2026Q2: 34,853 shares 34,853 $849K 0.07% -3,561 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: 19,240 shares; 2024Q4: 19,378 shares; 2025Q1: 20,049 shares; 2025Q2: 21,161 shares; 2025Q3: 21,633 shares; 2025Q4: 20,773 shares; 2026Q1: 20,519 shares; 2026Q2: 19,048 shares 19,048 $840K 0.07% -1,471 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: 7,876 shares; 2024Q4: 7,335 shares; 2025Q1: 6,852 shares; 2025Q2: 6,560 shares; 2025Q3: 5,348 shares; 2025Q4: 5,736 shares; 2026Q1: 9,659 shares; 2026Q2: 7,101 shares 7,101 $836K 0.07% -2,558 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,358 shares; 2024Q4: 8,191 shares; 2025Q1: 7,520 shares; 2025Q2: 7,411 shares; 2025Q3: 7,005 shares; 2025Q4: 6,529 shares; 2026Q1: 5,430 shares; 2026Q2: 4,718 shares 4,718 $831K 0.07% -712 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: 16,612 shares; 2024Q4: 14,119 shares; 2025Q1: 11,294 shares; 2025Q2: 10,516 shares; 2025Q3: 4,207 shares; 2025Q4: 4,372 shares; 2026Q1: 6,334 shares; 2026Q2: 5,551 shares 5,551 $820K 0.07% -783 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: 6,590 shares; 2024Q4: 6,861 shares; 2025Q1: 6,807 shares; 2025Q2: 6,733 shares; 2025Q3: 6,062 shares; 2025Q4: 5,566 shares; 2026Q1: 5,074 shares; 2026Q2: 4,142 shares 4,142 $809K 0.07% -932 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: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 1,578 shares; 2025Q3: 1,172 shares; 2025Q4: 1,210 shares; 2026Q1: 2,373 shares; 2026Q2: 6,375 shares 6,375 $795K 0.07% +4,002 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 10,286 shares; 2026Q2: 11,222 shares 11,222 $785K 0.07% +936 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,657 shares; 2024Q4: 8,718 shares; 2025Q1: 9,667 shares; 2025Q2: 10,360 shares; 2025Q3: 10,957 shares; 2025Q4: 10,856 shares; 2026Q1: 10,862 shares; 2026Q2: 10,388 shares 10,388 $784K 0.07% -474 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: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 715 shares; 2025Q3: 633 shares; 2025Q4: not reported; 2026Q1: 1,060 shares; 2026Q2: 2,352 shares 2,352 $777K 0.07% +1,292 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 3,680 shares; 2025Q1: 3,890 shares; 2025Q2: 3,778 shares; 2025Q3: 3,447 shares; 2025Q4: 3,159 shares; 2026Q1: 2,655 shares; 2026Q2: 2,158 shares 2,158 $765K 0.07% -497 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,118 shares; 2026Q2: 2,330 shares 2,330 $763K 0.07% +1,212 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: 14,348 shares; 2024Q4: 13,404 shares; 2025Q1: 12,310 shares; 2025Q2: 23,824 shares; 2025Q3: 22,151 shares; 2025Q4: 20,984 shares; 2026Q1: 19,023 shares; 2026Q2: 14,982 shares 14,982 $710K 0.06% -4,041 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: 14,989 shares; 2024Q4: 15,512 shares; 2025Q1: 13,157 shares; 2025Q2: 12,676 shares; 2025Q3: 12,037 shares; 2025Q4: 10,736 shares; 2026Q1: 9,643 shares; 2026Q2: 7,862 shares 7,862 $697K 0.06% -1,781 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,470 shares; 2026Q2: 12,400 shares 12,400 $659K 0.06% +5,930 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,504 shares; 2025Q4: 10,097 shares; 2026Q1: 10,755 shares; 2026Q2: 11,825 shares 11,825 $654K 0.06% +1,070 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: 2,607 shares; 2024Q4: 2,724 shares; 2025Q1: 2,775 shares; 2025Q2: 2,959 shares; 2025Q3: 2,769 shares; 2025Q4: 2,553 shares; 2026Q1: 2,479 shares; 2026Q2: 2,346 shares 2,346 $653K 0.06% -133 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: 4,726 shares; 2025Q1: 4,203 shares; 2025Q2: 4,606 shares; 2025Q3: 4,513 shares; 2025Q4: 4,273 shares; 2026Q1: 3,301 shares; 2026Q2: 3,157 shares 3,157 $651K 0.06% -144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,651 shares; 2025Q3: 9,082 shares; 2025Q4: 8,949 shares; 2026Q1: 8,986 shares; 2026Q2: 8,540 shares 8,540 $630K 0.06% -446 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: 19,542 shares; 2024Q4: 20,077 shares; 2025Q1: 20,703 shares; 2025Q2: 21,051 shares; 2025Q3: 21,223 shares; 2025Q4: 21,341 shares; 2026Q1: 20,775 shares; 2026Q2: 14,392 shares 14,392 $625K 0.06% -6,383 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: 8,047 shares; 2024Q4: 7,675 shares; 2025Q1: 6,880 shares; 2025Q2: 5,889 shares; 2025Q3: 4,782 shares; 2025Q4: 4,869 shares; 2026Q1: 4,656 shares; 2026Q2: 4,291 shares 4,291 $603K 0.05% -365 Timeline KBE 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: 8,490 shares; 2025Q3: not reported; 2025Q4: 8,253 shares; 2026Q1: 12,812 shares; 2026Q2: 8,799 shares 8,799 $600K 0.05% -4,013 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: 3,151 shares; 2024Q4: 3,214 shares; 2025Q1: 3,102 shares; 2025Q2: 2,953 shares; 2025Q3: 2,691 shares; 2025Q4: 2,901 shares; 2026Q1: 2,645 shares; 2026Q2: 2,070 shares 2,070 $599K 0.05% -575 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,603 shares; 2025Q2: 7,179 shares; 2025Q3: 14,521 shares; 2025Q4: 13,372 shares; 2026Q1: 14,030 shares; 2026Q2: 11,129 shares 11,129 $598K 0.05% -2,901 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,926 shares; 2026Q2: 2,499 shares 2,499 $596K 0.05% +573 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: 1,380 shares; 2024Q4: 1,378 shares; 2025Q1: 1,193 shares; 2025Q2: 1,132 shares; 2025Q3: 1,002 shares; 2025Q4: 840 shares; 2026Q1: 744 shares; 2026Q2: 605 shares 605 $583K 0.05% -139 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: 3,189 shares; 2024Q4: 3,577 shares; 2025Q1: 3,608 shares; 2025Q2: 3,740 shares; 2025Q3: 4,048 shares; 2025Q4: 4,038 shares; 2026Q1: 4,529 shares; 2026Q2: 4,145 shares 4,145 $575K 0.05% -384 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: 26,768 shares; 2024Q4: 30,317 shares; 2025Q1: 22,845 shares; 2025Q2: 19,645 shares; 2025Q3: 22,852 shares; 2025Q4: 20,417 shares; 2026Q1: 20,680 shares; 2026Q2: 6,913 shares 6,913 $568K 0.05% -13,767 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: 49,155 shares; 2024Q4: 30,937 shares; 2025Q1: 28,244 shares; 2025Q2: 26,045 shares; 2025Q3: 22,963 shares; 2025Q4: 21,165 shares; 2026Q1: 17,179 shares; 2026Q2: 15,386 shares 15,386 $564K 0.05% -1,793 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,866 shares; 2024Q4: 22,312 shares; 2025Q1: 30,690 shares; 2025Q2: 30,436 shares; 2025Q3: 33,855 shares; 2025Q4: 28,576 shares; 2026Q1: 11,012 shares; 2026Q2: 11,077 shares 11,077 $559K 0.05% +65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,328 shares; 2026Q2: 1,681 shares 1,681 $558K 0.05% -647 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: not reported; 2024Q4: not reported; 2025Q1: 812 shares; 2025Q2: 771 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,457 shares 2,457 $558K 0.05% new 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: 28,160 shares; 2024Q4: 28,423 shares; 2025Q1: 28,702 shares; 2025Q2: 29,188 shares; 2025Q3: 28,872 shares; 2025Q4: 28,759 shares; 2026Q1: 21,616 shares; 2026Q2: 9,581 shares 9,581 $555K 0.05% -12,035 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: 2,947 shares; 2024Q4: 2,742 shares; 2025Q1: 2,501 shares; 2025Q2: 2,470 shares; 2025Q3: 2,394 shares; 2025Q4: 3,721 shares; 2026Q1: 3,350 shares; 2026Q2: 2,836 shares 2,836 $547K 0.05% -514 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,266 shares; 2024Q4: 7,775 shares; 2025Q1: 7,093 shares; 2025Q2: 7,010 shares; 2025Q3: 6,756 shares; 2025Q4: 6,352 shares; 2026Q1: 5,804 shares; 2026Q2: 4,575 shares 4,575 $521K 0.05% -1,229 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: 810 shares; 2024Q4: 1,117 shares; 2025Q1: 1,131 shares; 2025Q2: 1,081 shares; 2025Q3: 989 shares; 2025Q4: 9,337 shares; 2026Q1: 8,001 shares; 2026Q2: 7,027 shares 7,027 $518K 0.05% -974 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: 2,180 shares; 2024Q4: 2,085 shares; 2025Q1: 1,953 shares; 2025Q2: 1,825 shares; 2025Q3: 1,719 shares; 2025Q4: 7,783 shares; 2026Q1: 6,566 shares; 2026Q2: 5,174 shares 5,174 $517K 0.05% -1,392 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: 4,399 shares; 2024Q4: 4,393 shares; 2025Q1: 4,225 shares; 2025Q2: 4,334 shares; 2025Q3: 3,989 shares; 2025Q4: 2,518 shares; 2026Q1: 1,782 shares; 2026Q2: 1,228 shares 1,228 $515K 0.05% -554 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,734 shares; 2024Q4: 4,711 shares; 2025Q1: 4,318 shares; 2025Q2: 4,202 shares; 2025Q3: 3,854 shares; 2025Q4: 3,695 shares; 2026Q1: 3,686 shares; 2026Q2: 3,022 shares 3,022 $511K 0.04% -664 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: 4,033 shares; 2025Q3: 3,702 shares; 2025Q4: 2,743 shares; 2026Q1: 1,583 shares; 2026Q2: 1,243 shares 1,243 $511K 0.04% -340 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: 461 shares; 2024Q4: 461 shares; 2025Q1: 451 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,424 shares; 2026Q2: 1,202 shares 1,202 $494K 0.04% -222 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,040 shares; 2025Q3: 6,082 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,439 shares 5,439 $489K 0.04% new 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: 4,716 shares; 2024Q4: 4,998 shares; 2025Q1: 4,839 shares; 2025Q2: 4,618 shares; 2025Q3: 3,867 shares; 2025Q4: 3,164 shares; 2026Q1: 2,655 shares; 2026Q2: 1,866 shares 1,866 $482K 0.04% -789 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,408 shares; 2024Q4: 14,485 shares; 2025Q1: 18,054 shares; 2025Q2: 17,594 shares; 2025Q3: 16,427 shares; 2025Q4: 15,790 shares; 2026Q1: 14,117 shares; 2026Q2: 11,366 shares 11,366 $481K 0.04% -2,751 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: 4,856 shares; 2024Q4: 4,974 shares; 2025Q1: 5,141 shares; 2025Q2: 4,803 shares; 2025Q3: 4,640 shares; 2025Q4: 4,374 shares; 2026Q1: 4,055 shares; 2026Q2: 3,094 shares 3,094 $468K 0.04% -961 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 4,101 shares; 2025Q1: 3,728 shares; 2025Q2: 3,677 shares; 2025Q3: 2,519 shares; 2025Q4: 2,809 shares; 2026Q1: 2,842 shares; 2026Q2: 2,206 shares 2,206 $467K 0.04% -636 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: 8,386 shares; 2025Q1: 6,381 shares; 2025Q2: 7,012 shares; 2025Q3: 3,491 shares; 2025Q4: 3,330 shares; 2026Q1: 3,528 shares; 2026Q2: 4,746 shares 4,746 $460K 0.04% +1,218 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,486 shares; 2024Q4: 14,962 shares; 2025Q1: 16,476 shares; 2025Q2: 17,679 shares; 2025Q3: 18,639 shares; 2025Q4: 18,520 shares; 2026Q1: 18,302 shares; 2026Q2: 17,642 shares 17,642 $425K 0.04% -660 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,962 shares; 2024Q4: 1,825 shares; 2025Q1: 1,659 shares; 2025Q2: 1,632 shares; 2025Q3: 1,582 shares; 2025Q4: 1,483 shares; 2026Q1: 1,792 shares; 2026Q2: 1,449 shares 1,449 $421K 0.04% -343 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,768 shares; 2024Q4: 1,653 shares; 2025Q1: 1,502 shares; 2025Q2: 1,480 shares; 2025Q3: 1,420 shares; 2025Q4: 1,189 shares; 2026Q1: 982 shares; 2026Q2: 782 shares 782 $418K 0.04% -200 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,261 shares; 2024Q4: 3,721 shares; 2025Q1: 5,211 shares; 2025Q2: 8,601 shares; 2025Q3: 11,246 shares; 2025Q4: 13,252 shares; 2026Q1: 15,024 shares; 2026Q2: 3,531 shares 3,531 $416K 0.04% -11,493 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: 1,112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 819 shares 819 $415K 0.04% new 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: 2,638 shares; 2024Q4: 2,438 shares; 2025Q1: 2,210 shares; 2025Q2: 2,173 shares; 2025Q3: 2,112 shares; 2025Q4: 1,516 shares; 2026Q1: 1,305 shares; 2026Q2: 1,007 shares 1,007 $415K 0.04% -298 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: 6,854 shares; 2024Q4: 6,679 shares; 2025Q1: 7,163 shares; 2025Q2: 6,326 shares; 2025Q3: 4,603 shares; 2025Q4: 4,137 shares; 2026Q1: 4,415 shares; 2026Q2: 1,470 shares 1,470 $408K 0.04% -2,945 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: 4,893 shares; 2024Q4: 4,862 shares; 2025Q1: 4,404 shares; 2025Q2: 4,308 shares; 2025Q3: 3,117 shares; 2025Q4: 3,534 shares; 2026Q1: 3,588 shares; 2026Q2: 2,814 shares 2,814 $401K 0.04% -774 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,494 shares; 2026Q2: 2,105 shares 2,105 $399K 0.04% -389 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: 3,104 shares; 2024Q4: 3,064 shares; 2025Q1: 2,696 shares; 2025Q2: 2,514 shares; 2025Q3: 2,226 shares; 2025Q4: 2,183 shares; 2026Q1: 2,022 shares; 2026Q2: 1,749 shares 1,749 $382K 0.03% -273 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: 8,457 shares; 2024Q4: 7,952 shares; 2025Q1: 7,848 shares; 2025Q2: 7,848 shares; 2025Q3: 6,191 shares; 2025Q4: 5,497 shares; 2026Q1: 4,879 shares; 2026Q2: 4,123 shares 4,123 $382K 0.03% -756 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: 8,635 shares; 2024Q4: 5,850 shares; 2025Q1: 5,514 shares; 2025Q2: 5,709 shares; 2025Q3: 7,470 shares; 2025Q4: 5,580 shares; 2026Q1: 4,940 shares; 2026Q2: 4,242 shares 4,242 $378K 0.03% -698 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,091 shares; 2024Q4: 2,885 shares; 2025Q1: 2,671 shares; 2025Q2: 2,564 shares; 2025Q3: 2,124 shares; 2025Q4: 1,881 shares; 2026Q1: 1,393 shares; 2026Q2: 1,130 shares 1,130 $376K 0.03% -263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593 shares; 2026Q2: 685 shares 685 $350K 0.03% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,558 shares; 2025Q3: 6,974 shares; 2025Q4: 8,530 shares; 2026Q1: 9,710 shares; 2026Q2: 9,566 shares 9,566 $348K 0.03% -144 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: 1,186 shares; 2024Q4: 1,109 shares; 2025Q1: 1,012 shares; 2025Q2: 999 shares; 2025Q3: 963 shares; 2025Q4: 908 shares; 2026Q1: 828 shares; 2026Q2: 649 shares 649 $348K 0.03% -179 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: 4,709 shares; 2024Q4: 5,177 shares; 2025Q1: 4,425 shares; 2025Q2: 4,078 shares; 2025Q3: 3,778 shares; 2025Q4: 3,522 shares; 2026Q1: 3,134 shares; 2026Q2: 2,498 shares 2,498 $347K 0.03% -636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,685 shares 4,685 $342K 0.03% new Timeline GRID 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: not reported; 2026Q1: 1,779 shares; 2026Q2: 1,798 shares 1,798 $339K 0.03% +19 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: 7,360 shares; 2024Q4: 7,350 shares; 2025Q1: 6,429 shares; 2025Q2: 4,083 shares; 2025Q3: 3,619 shares; 2025Q4: 3,514 shares; 2026Q1: 3,276 shares; 2026Q2: 2,573 shares 2,573 $333K 0.03% -703 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,471 shares 6,471 $332K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,442 shares; 2026Q2: 2,788 shares 2,788 $327K 0.03% +346 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $323K 0.03% new 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: 4,707 shares; 2024Q4: 4,841 shares; 2025Q1: 4,636 shares; 2025Q2: 4,114 shares; 2025Q3: 3,310 shares; 2025Q4: 2,839 shares; 2026Q1: 2,657 shares; 2026Q2: 1,915 shares 1,915 $323K 0.03% -742 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,393 shares; 2024Q4: 16,784 shares; 2025Q1: 15,236 shares; 2025Q2: 14,733 shares; 2025Q3: 13,492 shares; 2025Q4: 14,622 shares; 2026Q1: 14,879 shares; 2026Q2: 12,460 shares 12,460 $318K 0.03% -2,419 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 753 shares; 2025Q1: 713 shares; 2025Q2: 678 shares; 2025Q3: 590 shares; 2025Q4: 504 shares; 2026Q1: 272 shares; 2026Q2: 238 shares 238 $315K 0.03% -34 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: 20,490 shares; 2024Q4: 18,314 shares; 2025Q1: 15,851 shares; 2025Q2: 13,707 shares; 2025Q3: 13,053 shares; 2025Q4: 15,989 shares; 2026Q1: 17,158 shares; 2026Q2: 14,397 shares 14,397 $314K 0.03% -2,761 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,758 shares; 2024Q4: 2,809 shares; 2025Q1: 2,753 shares; 2025Q2: 2,491 shares; 2025Q3: 2,424 shares; 2025Q4: 1,805 shares; 2026Q1: 1,278 shares; 2026Q2: 1,155 shares 1,155 $313K 0.03% -123 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,190 shares; 2024Q4: 2,980 shares; 2025Q1: not reported; 2025Q2: 2,667 shares; 2025Q3: 2,581 shares; 2025Q4: 2,461 shares; 2026Q1: 2,221 shares; 2026Q2: 1,751 shares 1,751 $312K 0.03% -470 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,867 shares; 2024Q4: 2,732 shares; 2025Q1: 4,174 shares; 2025Q2: 6,826 shares; 2025Q3: 8,969 shares; 2025Q4: 10,459 shares; 2026Q1: 11,822 shares; 2026Q2: 2,791 shares 2,791 $308K 0.03% -9,031 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: 9,762 shares; 2024Q4: 9,165 shares; 2025Q1: 8,380 shares; 2025Q2: 7,477 shares; 2025Q3: 5,129 shares; 2025Q4: 4,571 shares; 2026Q1: 4,000 shares; 2026Q2: 3,467 shares 3,467 $308K 0.03% -533 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: 9,069 shares; 2024Q4: 7,680 shares; 2025Q1: 8,022 shares; 2025Q2: 7,691 shares; 2025Q3: 6,790 shares; 2025Q4: 9,141 shares; 2026Q1: 8,254 shares; 2026Q2: 7,061 shares 7,061 $297K 0.03% -1,193 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: 3,094 shares; 2025Q2: 2,995 shares; 2025Q3: 2,685 shares; 2025Q4: 1,994 shares; 2026Q1: 1,265 shares; 2026Q2: 959 shares 959 $294K 0.03% -306 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: 1,089 shares; 2024Q4: 1,230 shares; 2025Q1: 1,231 shares; 2025Q2: 1,183 shares; 2025Q3: 1,170 shares; 2025Q4: 1,157 shares; 2026Q1: 1,093 shares; 2026Q2: 836 shares 836 $285K 0.03% -257 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,770 shares; 2024Q4: 3,514 shares; 2025Q1: 3,195 shares; 2025Q2: 3,149 shares; 2025Q3: 3,049 shares; 2025Q4: 2,851 shares; 2026Q1: 2,592 shares; 2026Q2: 2,008 shares 2,008 $285K 0.03% -584 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 2,145 shares; 2025Q1: 1,946 shares; 2025Q2: 1,913 shares; 2025Q3: 1,858 shares; 2025Q4: 2,067 shares; 2026Q1: 1,923 shares; 2026Q2: 1,586 shares 1,586 $284K 0.03% -337 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,358 shares; 2024Q4: 3,120 shares; 2025Q1: 2,837 shares; 2025Q2: 2,792 shares; 2025Q3: 2,695 shares; 2025Q4: 2,539 shares; 2026Q1: 2,312 shares; 2026Q2: 1,787 shares 1,787 $283K 0.02% -525 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,693 shares 1,693 $282K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,560 shares; 2025Q1: 1,535 shares; 2025Q2: 1,472 shares; 2025Q3: 1,317 shares; 2025Q4: 1,218 shares; 2026Q1: 1,076 shares; 2026Q2: 810 shares 810 $278K 0.02% -266 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 474 shares; 2026Q2: 601 shares 601 $278K 0.02% +127 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,824 shares; 2025Q1: 1,772 shares; 2025Q2: 1,687 shares; 2025Q3: 1,492 shares; 2025Q4: 1,326 shares; 2026Q1: 1,189 shares; 2026Q2: 998 shares 998 $277K 0.02% -191 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,483 shares; 2025Q2: 2,785 shares; 2025Q3: 2,332 shares; 2025Q4: 2,077 shares; 2026Q1: not reported; 2026Q2: 1,116 shares 1,116 $277K 0.02% new 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: 2,596 shares; 2024Q4: 2,531 shares; 2025Q1: 2,222 shares; 2025Q2: 2,096 shares; 2025Q3: 1,863 shares; 2025Q4: 1,561 shares; 2026Q1: 1,383 shares; 2026Q2: 1,163 shares 1,163 $275K 0.02% -220 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,972 shares; 2025Q2: 2,083 shares; 2025Q3: 2,097 shares; 2025Q4: 2,041 shares; 2026Q1: 1,952 shares; 2026Q2: 1,489 shares 1,489 $269K 0.02% -463 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,145 shares; 2024Q4: 31,358 shares; 2025Q1: 31,960 shares; 2025Q2: 33,616 shares; 2025Q3: 32,885 shares; 2025Q4: 32,368 shares; 2026Q1: 29,415 shares; 2026Q2: 4,965 shares 4,965 $264K 0.02% -24,450 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,598 shares 1,598 $262K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,082 shares; 2025Q1: 1,070 shares; 2025Q2: 990 shares; 2025Q3: 852 shares; 2025Q4: 952 shares; 2026Q1: 985 shares; 2026Q2: 785 shares 785 $261K 0.02% -200 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: 970 shares; 2024Q4: 835 shares; 2025Q1: 747 shares; 2025Q2: 649 shares; 2025Q3: 560 shares; 2025Q4: 439 shares; 2026Q1: 330 shares; 2026Q2: 275 shares 275 $260K 0.02% -55 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,394 shares; 2024Q4: 6,265 shares; 2025Q1: 5,372 shares; 2025Q2: 3,722 shares; 2025Q3: 3,302 shares; 2025Q4: 2,897 shares; 2026Q1: 2,534 shares; 2026Q2: 2,197 shares 2,197 $252K 0.02% -337 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares; 2025Q4: 1,186 shares; 2026Q1: 1,217 shares; 2026Q2: 1,028 shares 1,028 $248K 0.02% -189 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: 1,876 shares; 2025Q1: 1,756 shares; 2025Q2: 1,701 shares; 2025Q3: 2,080 shares; 2025Q4: 1,907 shares; 2026Q1: 1,117 shares; 2026Q2: 861 shares 861 $244K 0.02% -256 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,626 shares; 2024Q4: 1,652 shares; 2025Q1: 1,758 shares; 2025Q2: 1,697 shares; 2025Q3: 1,504 shares; 2025Q4: 1,354 shares; 2026Q1: 1,239 shares; 2026Q2: 1,045 shares 1,045 $243K 0.02% -194 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 135 shares; 2025Q1: 128 shares; 2025Q2: 305 shares; 2025Q3: 320 shares; 2025Q4: 366 shares; 2026Q1: 242 shares; 2026Q2: 206 shares 206 $243K 0.02% -36 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,666 shares; 2025Q4: 7,612 shares; 2026Q1: 7,111 shares; 2026Q2: 5,169 shares 5,169 $240K 0.02% -1,942 Timeline KAI KADANT INC More: the full row for KADANT 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: 930 shares; 2026Q2: 754 shares 754 $237K 0.02% -176 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: 1,475 shares; 2024Q4: 1,371 shares; 2025Q1: 1,077 shares; 2025Q2: 1,021 shares; 2025Q3: 1,000 shares; 2025Q4: 873 shares; 2026Q1: 681 shares; 2026Q2: 580 shares 580 $235K 0.02% -101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,137 shares 3,137 $230K 0.02% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares 885 $225K 0.02% new 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: 1,462 shares; 2024Q4: 1,575 shares; 2025Q1: 1,463 shares; 2025Q2: 1,400 shares; 2025Q3: 1,313 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 797 shares 797 $222K 0.02% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,035 shares 1,035 $219K 0.02% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789 shares; 2024Q4: 735 shares; 2025Q1: 674 shares; 2025Q2: 665 shares; 2025Q3: 940 shares; 2025Q4: 904 shares; 2026Q1: 832 shares; 2026Q2: 659 shares 659 $219K 0.02% -173 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,022 shares; 2026Q2: 2,959 shares 2,959 $217K 0.02% -1,063 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: 753 shares; 2024Q4: 787 shares; 2025Q1: 993 shares; 2025Q2: 951 shares; 2025Q3: 820 shares; 2025Q4: 725 shares; 2026Q1: 562 shares; 2026Q2: 449 shares 449 $216K 0.02% -113 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,439 shares; 2024Q4: 1,525 shares; 2025Q1: 1,409 shares; 2025Q2: 1,344 shares; 2025Q3: 1,034 shares; 2025Q4: 922 shares; 2026Q1: not reported; 2026Q2: 573 shares 573 $214K 0.02% new 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: 8,237 shares; 2024Q4: 8,392 shares; 2025Q1: 8,776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares; 2026Q2: 2,867 shares 2,867 $212K 0.02% -588 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,991 shares 1,991 $209K 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,184 shares; 2025Q2: 8,785 shares; 2025Q3: 8,057 shares; 2025Q4: 8,041 shares; 2026Q1: 7,511 shares; 2026Q2: 5,685 shares 5,685 $209K 0.02% -1,826 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: 895 shares; 2024Q4: 836 shares; 2025Q1: 760 shares; 2025Q2: 753 shares; 2025Q3: 725 shares; 2025Q4: 697 shares; 2026Q1: 631 shares; 2026Q2: 496 shares 496 $205K 0.02% -135 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: 412 shares; 2024Q4: 375 shares; 2025Q1: 387 shares; 2025Q2: 370 shares; 2025Q3: 329 shares; 2025Q4: 289 shares; 2026Q1: 251 shares; 2026Q2: 200 shares 200 $204K 0.02% -51 Timeline