NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,509 shares; 2023Q4: 8,611 shares; 2024Q1: 9,825 shares; 2024Q2: 100,890 shares; 2024Q3: 100,960 shares; 2024Q4: 87,881 shares; 2025Q1: 87,007 shares; 2025Q2: 79,141 shares 79,141 $12.1M 4.08% -7,866 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,021 shares; 2023Q4: 28,889 shares; 2024Q1: 30,324 shares; 2024Q2: 31,410 shares; 2024Q3: 32,178 shares; 2024Q4: 26,711 shares; 2025Q1: 24,878 shares; 2025Q2: 23,513 shares 23,513 $11.6M 3.89% -1,365 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 128,363 shares; 2023Q4: 138,044 shares; 2024Q1: 78,441 shares; 2024Q2: 82,669 shares; 2024Q3: 83,027 shares; 2024Q4: 54,670 shares; 2025Q1: 52,525 shares; 2025Q2: 48,140 shares 48,140 $10M 3.37% -4,385 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 58,380 shares; 2024Q1: 117,759 shares; 2024Q2: 137,603 shares; 2024Q3: 162,948 shares; 2024Q4: 141,725 shares; 2025Q1: 148,389 shares; 2025Q2: 144,479 shares 144,479 $9.14M 3.08% -3,910 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,438 shares; 2023Q4: 7,616 shares; 2024Q1: 30,643 shares; 2024Q2: 34,791 shares; 2024Q3: 39,519 shares; 2024Q4: 34,499 shares; 2025Q1: 34,472 shares; 2025Q2: 34,455 shares 34,455 $7.6M 2.56% -17 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 10,040 shares; 2024Q1: 23,649 shares; 2024Q2: 29,772 shares; 2024Q3: 35,037 shares; 2024Q4: 28,814 shares; 2025Q1: 31,083 shares; 2025Q2: 31,551 shares 31,551 $7.55M 2.54% +468 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,655 shares; 2023Q4: 27,137 shares; 2024Q1: 40,119 shares; 2024Q2: 42,484 shares; 2024Q3: 44,467 shares; 2024Q4: 37,341 shares; 2025Q1: 37,633 shares; 2025Q2: 36,656 shares 36,656 $6.48M 2.18% -977 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,627 shares; 2023Q4: 8,193 shares; 2024Q1: 8,967 shares; 2024Q2: 9,375 shares; 2024Q3: 9,682 shares; 2024Q4: 8,665 shares; 2025Q1: 8,782 shares; 2025Q2: 8,255 shares 8,255 $6.44M 2.16% -527 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,963 shares; 2023Q4: 17,384 shares; 2024Q1: 20,102 shares; 2024Q2: 21,417 shares; 2024Q3: 23,064 shares; 2024Q4: 18,384 shares; 2025Q1: 16,768 shares; 2025Q2: 16,099 shares 16,099 $5.72M 1.92% -669 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,316 shares; 2023Q4: 11,036 shares; 2024Q1: 13,632 shares; 2024Q2: 16,374 shares; 2024Q3: 15,757 shares; 2024Q4: 12,900 shares; 2025Q1: 12,777 shares; 2025Q2: 11,453 shares 11,453 $5.61M 1.89% -1,324 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,196 shares; 2023Q4: 7,492 shares; 2024Q1: 9,647 shares; 2024Q2: 10,289 shares; 2024Q3: 11,205 shares; 2024Q4: 9,693 shares; 2025Q1: 9,434 shares; 2025Q2: 8,580 shares 8,580 $4.84M 1.63% -854 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,055 shares; 2023Q4: 45,866 shares; 2024Q1: 45,821 shares; 2024Q2: 45,837 shares; 2024Q3: 46,190 shares; 2024Q4: 45,637 shares; 2025Q1: 45,490 shares; 2025Q2: 45,463 shares 45,463 $4.75M 1.6% -27 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,185 shares; 2023Q4: 24,041 shares; 2024Q1: 67,540 shares; 2024Q2: 68,022 shares; 2024Q3: 63,662 shares; 2024Q4: 52,116 shares; 2025Q1: 48,407 shares; 2025Q2: 46,803 shares 46,803 $4.6M 1.55% -1,604 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; 2023Q3: 37,714 shares; 2023Q4: 47,334 shares; 2024Q1: 51,536 shares; 2024Q2: 52,346 shares; 2024Q3: 54,589 shares; 2024Q4: 50,511 shares; 2025Q1: 49,202 shares; 2025Q2: 48,284 shares 48,284 $4.55M 1.53% -918 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 177,285 shares; 2023Q4: 196,830 shares; 2024Q1: 225,024 shares; 2024Q2: 232,469 shares; 2024Q3: 245,278 shares; 2024Q4: 216,539 shares; 2025Q1: 215,245 shares; 2025Q2: 201,706 shares 201,706 $4.45M 1.5% -13,539 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,189 shares; 2023Q4: 11,549 shares; 2024Q1: 17,218 shares; 2024Q2: 19,119 shares; 2024Q3: 20,422 shares; 2024Q4: 16,599 shares; 2025Q1: 16,701 shares; 2025Q2: 15,816 shares 15,816 $4.18M 1.41% -885 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 5,811 shares; 2024Q1: 10,106 shares; 2024Q2: 11,489 shares; 2024Q3: 12,544 shares; 2024Q4: 21,362 shares; 2025Q1: 21,634 shares; 2025Q2: 21,095 shares 21,095 $4.17M 1.4% -539 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,039 shares; 2023Q4: 6,519 shares; 2024Q1: 6,302 shares; 2024Q2: 6,267 shares; 2024Q3: 6,207 shares; 2024Q4: 4,906 shares; 2025Q1: 4,503 shares; 2025Q2: 4,214 shares 4,214 $4.16M 1.4% -289 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 56,292 shares; 2023Q4: 67,503 shares; 2024Q1: 79,392 shares; 2024Q2: 81,803 shares; 2024Q3: 84,861 shares; 2024Q4: 75,205 shares; 2025Q1: 74,675 shares; 2025Q2: 67,151 shares 67,151 $3.98M 1.34% -7,524 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,053 shares; 2023Q4: 27,450 shares; 2024Q1: 27,547 shares; 2024Q2: 28,495 shares; 2024Q3: 29,060 shares; 2024Q4: 23,922 shares; 2025Q1: 22,340 shares; 2025Q2: 20,771 shares 20,771 $3.95M 1.33% -1,569 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; 2023Q3: 19,579 shares; 2023Q4: 20,411 shares; 2024Q1: 19,816 shares; 2024Q2: 20,030 shares; 2024Q3: 19,795 shares; 2024Q4: 17,397 shares; 2025Q1: 16,763 shares; 2025Q2: 16,022 shares 16,022 $3.67M 1.23% -741 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,285 shares; 2023Q4: 22,480 shares; 2024Q1: 25,479 shares; 2024Q2: 25,642 shares; 2024Q3: 25,933 shares; 2024Q4: 19,448 shares; 2025Q1: 19,396 shares; 2025Q2: 22,391 shares 22,391 $3.61M 1.21% +2,995 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; 2023Q3: 15,714 shares; 2023Q4: 15,916 shares; 2024Q1: 13,765 shares; 2024Q2: 13,621 shares; 2024Q3: 13,452 shares; 2024Q4: 12,151 shares; 2025Q1: 11,924 shares; 2025Q2: 10,125 shares 10,125 $3.59M 1.21% -1,799 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,358 shares; 2023Q4: 17,133 shares; 2024Q1: 25,423 shares; 2024Q2: 27,899 shares; 2024Q3: 30,220 shares; 2024Q4: 24,412 shares; 2025Q1: 24,861 shares; 2025Q2: 23,290 shares 23,290 $3.56M 1.2% -1,571 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 133,873 shares; 2023Q4: 151,938 shares; 2024Q1: 170,536 shares; 2024Q2: 175,728 shares; 2024Q3: 184,045 shares; 2024Q4: 161,986 shares; 2025Q1: 160,515 shares; 2025Q2: 146,586 shares 146,586 $3.49M 1.17% -13,929 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,062 shares; 2023Q4: 54,123 shares; 2024Q1: 58,277 shares; 2024Q2: 61,125 shares; 2024Q3: 63,370 shares; 2024Q4: 54,814 shares; 2025Q1: 53,399 shares; 2025Q2: 47,975 shares 47,975 $3.42M 1.15% -5,424 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; 2023Q3: 4,142 shares; 2023Q4: 6,477 shares; 2024Q1: 10,517 shares; 2024Q2: 11,571 shares; 2024Q3: 13,523 shares; 2024Q4: 11,402 shares; 2025Q1: 11,569 shares; 2025Q2: 10,790 shares 10,790 $3.34M 1.12% -779 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,320 shares; 2023Q4: 24,800 shares; 2024Q1: 28,225 shares; 2024Q2: 30,190 shares; 2024Q3: 31,589 shares; 2024Q4: 26,578 shares; 2025Q1: 27,021 shares; 2025Q2: 25,647 shares 25,647 $3.16M 1.06% -1,374 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,270 shares; 2023Q4: 30,446 shares; 2024Q1: 37,390 shares; 2024Q2: 39,164 shares; 2024Q3: 42,194 shares; 2024Q4: 34,686 shares; 2025Q1: 36,150 shares; 2025Q2: 44,827 shares 44,827 $3.09M 1.04% +8,677 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 301 shares; 2023Q4: 359 shares; 2024Q1: 353 shares; 2024Q2: 363 shares; 2024Q3: 4,724 shares; 2024Q4: 10,666 shares; 2025Q1: 12,212 shares; 2025Q2: 11,398 shares 11,398 $3.02M 1.02% -814 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 63,172 shares; 2023Q4: 78,505 shares; 2024Q1: 90,868 shares; 2024Q2: 92,871 shares; 2024Q3: 100,391 shares; 2024Q4: 91,458 shares; 2025Q1: 93,484 shares; 2025Q2: 86,472 shares 86,472 $2.77M 0.93% -7,012 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; 2023Q3: 9,536 shares; 2023Q4: 11,055 shares; 2024Q1: 14,715 shares; 2024Q2: 15,864 shares; 2024Q3: 16,721 shares; 2024Q4: 14,648 shares; 2025Q1: 14,359 shares; 2025Q2: 13,132 shares 13,132 $2.76M 0.93% -1,227 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,856 shares; 2025Q1: 22,124 shares; 2025Q2: 20,730 shares 20,730 $2.71M 0.91% -1,394 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,922 shares; 2023Q4: 10,544 shares; 2024Q1: 10,189 shares; 2024Q2: 10,770 shares; 2024Q3: 11,448 shares; 2024Q4: 9,932 shares; 2025Q1: 9,633 shares; 2025Q2: 9,070 shares 9,070 $2.7M 0.91% -563 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; 2023Q3: 5,866 shares; 2023Q4: 9,322 shares; 2024Q1: 12,587 shares; 2024Q2: 13,611 shares; 2024Q3: 14,747 shares; 2024Q4: 12,212 shares; 2025Q1: 11,853 shares; 2025Q2: 11,007 shares 11,007 $2.66M 0.89% -846 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; 2023Q3: 24,908 shares; 2023Q4: 24,838 shares; 2024Q1: 23,822 shares; 2024Q2: 24,233 shares; 2024Q3: 24,260 shares; 2024Q4: 21,924 shares; 2025Q1: 21,449 shares; 2025Q2: 19,868 shares 19,868 $2.63M 0.88% -1,581 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; 2023Q3: 30,827 shares; 2023Q4: 46,357 shares; 2024Q1: 51,026 shares; 2024Q2: 53,805 shares; 2024Q3: 56,623 shares; 2024Q4: 53,573 shares; 2025Q1: 50,843 shares; 2025Q2: 49,619 shares 49,619 $2.62M 0.88% -1,224 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,092 shares; 2023Q4: 8,028 shares; 2024Q1: 11,129 shares; 2024Q2: 11,780 shares; 2024Q3: 12,720 shares; 2024Q4: 11,003 shares; 2025Q1: 10,871 shares; 2025Q2: 10,235 shares 10,235 $2.44M 0.82% -636 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,769 shares; 2023Q4: 20,958 shares; 2024Q1: 33,552 shares; 2024Q2: 38,587 shares; 2024Q3: 42,164 shares; 2024Q4: 32,780 shares; 2025Q1: 33,425 shares; 2025Q2: 32,227 shares 32,227 $2.29M 0.77% -1,198 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,113 shares; 2023Q4: 20,656 shares; 2024Q1: 28,723 shares; 2024Q2: 33,522 shares; 2024Q3: 36,752 shares; 2024Q4: 30,982 shares; 2025Q1: 32,207 shares; 2025Q2: 30,457 shares 30,457 $2.29M 0.77% -1,750 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; 2023Q3: 19,711 shares; 2023Q4: 25,716 shares; 2024Q1: 30,270 shares; 2024Q2: 32,759 shares; 2024Q3: 35,716 shares; 2024Q4: 32,415 shares; 2025Q1: 34,695 shares; 2025Q2: 32,532 shares 32,532 $2.27M 0.76% -2,163 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,043 shares; 2023Q4: 14,668 shares; 2024Q1: 16,087 shares; 2024Q2: 18,009 shares; 2024Q3: 18,310 shares; 2024Q4: 15,353 shares; 2025Q1: 15,344 shares; 2025Q2: 14,385 shares 14,385 $2.24M 0.75% -959 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,607 shares; 2023Q4: 40,973 shares; 2024Q1: 52,858 shares; 2024Q2: 55,920 shares; 2024Q3: 59,374 shares; 2024Q4: 51,786 shares; 2025Q1: 53,244 shares; 2025Q2: 51,254 shares 51,254 $2.24M 0.75% -1,990 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,381 shares; 2023Q4: 16,996 shares; 2024Q1: 19,952 shares; 2024Q2: 19,303 shares; 2024Q3: 21,148 shares; 2024Q4: 20,499 shares; 2025Q1: 20,412 shares; 2025Q2: 20,039 shares 20,039 $2.23M 0.75% -373 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,418 shares; 2023Q4: 13,995 shares; 2024Q1: 17,650 shares; 2024Q2: 19,233 shares; 2024Q3: 21,506 shares; 2024Q4: 18,699 shares; 2025Q1: 18,633 shares; 2025Q2: 17,057 shares 17,057 $2.22M 0.75% -1,576 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34,902 shares; 2023Q4: 31,897 shares; 2024Q1: 27,512 shares; 2024Q2: 27,381 shares; 2024Q3: 26,590 shares; 2024Q4: 23,816 shares; 2025Q1: 22,898 shares; 2025Q2: 22,471 shares 22,471 $2.21M 0.74% -427 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,723 shares; 2023Q4: 20,779 shares; 2024Q1: 19,800 shares; 2024Q2: 20,473 shares; 2024Q3: 21,560 shares; 2024Q4: 20,742 shares; 2025Q1: 106,352 shares; 2025Q2: 97,031 shares 97,031 $2.21M 0.74% -9,321 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,699 shares; 2023Q4: 5,044 shares; 2024Q1: 12,899 shares; 2024Q2: 14,491 shares; 2024Q3: 15,783 shares; 2024Q4: 13,293 shares; 2025Q1: 13,752 shares; 2025Q2: 13,097 shares 13,097 $2.21M 0.74% -655 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,583 shares; 2023Q4: 20,353 shares; 2024Q1: 23,007 shares; 2024Q2: 23,556 shares; 2024Q3: 25,124 shares; 2024Q4: 22,037 shares; 2025Q1: 22,075 shares; 2025Q2: 20,231 shares 20,231 $2.21M 0.74% -1,844 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; 2023Q3: 2,879 shares; 2023Q4: 5,065 shares; 2024Q1: 6,687 shares; 2024Q2: 7,438 shares; 2024Q3: 7,954 shares; 2024Q4: 7,174 shares; 2025Q1: 7,694 shares; 2025Q2: 7,511 shares 7,511 $2.13M 0.72% -183 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 20,568 shares; 2024Q1: 27,224 shares; 2024Q2: 117,818 shares; 2024Q3: 65,244 shares; 2024Q4: 59,601 shares; 2025Q1: 55,033 shares; 2025Q2: 52,894 shares 52,894 $2.12M 0.71% -2,139 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,206 shares; 2023Q4: 17,233 shares; 2024Q1: 19,363 shares; 2024Q2: 20,541 shares; 2024Q3: 21,626 shares; 2024Q4: 16,471 shares; 2025Q1: 16,610 shares; 2025Q2: 15,517 shares 15,517 $2.1M 0.71% -1,093 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; 2023Q3: 8,080 shares; 2023Q4: 10,173 shares; 2024Q1: 11,511 shares; 2024Q2: 11,967 shares; 2024Q3: 12,549 shares; 2024Q4: 11,654 shares; 2025Q1: 13,086 shares; 2025Q2: 12,465 shares 12,465 $2.08M 0.7% -621 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,410 shares; 2023Q4: 25,930 shares; 2024Q1: 25,667 shares; 2024Q2: 26,557 shares; 2024Q3: 27,459 shares; 2024Q4: 23,094 shares; 2025Q1: 22,992 shares; 2025Q2: 21,758 shares 21,758 $2M 0.67% -1,234 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,359 shares; 2023Q4: 2,573 shares; 2024Q1: 2,749 shares; 2024Q2: 2,779 shares; 2024Q3: 2,774 shares; 2024Q4: 2,499 shares; 2025Q1: 2,736 shares; 2025Q2: 2,639 shares 2,639 $1.9M 0.64% -97 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,052 shares; 2023Q4: 11,885 shares; 2024Q1: 15,631 shares; 2024Q2: 16,467 shares; 2024Q3: 17,169 shares; 2024Q4: 14,772 shares; 2025Q1: 14,446 shares; 2025Q2: 13,546 shares 13,546 $1.89M 0.64% -900 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,020 shares; 2023Q4: 26,252 shares; 2024Q1: 28,280 shares; 2024Q2: 29,637 shares; 2024Q3: 29,176 shares; 2024Q4: 25,201 shares; 2025Q1: 26,938 shares; 2025Q2: 25,219 shares 25,219 $1.88M 0.63% -1,719 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,902 shares; 2023Q4: 12,702 shares; 2024Q1: 15,357 shares; 2024Q2: 16,174 shares; 2024Q3: 16,615 shares; 2024Q4: 13,665 shares; 2025Q1: 13,282 shares; 2025Q2: 12,156 shares 12,156 $1.84M 0.62% -1,126 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,158 shares; 2023Q4: 25,983 shares; 2024Q1: 21,970 shares; 2024Q2: 22,208 shares; 2024Q3: 20,876 shares; 2024Q4: 18,369 shares; 2025Q1: 18,177 shares; 2025Q2: 17,272 shares 17,272 $1.84M 0.62% -905 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,565 shares; 2023Q4: 3,302 shares; 2024Q1: 3,164 shares; 2024Q2: 3,159 shares; 2024Q3: 3,275 shares; 2024Q4: 3,202 shares; 2025Q1: 2,942 shares; 2025Q2: 2,963 shares 2,963 $1.83M 0.62% +21 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; 2023Q3: 11,566 shares; 2023Q4: 15,679 shares; 2024Q1: 24,779 shares; 2024Q2: 26,492 shares; 2024Q3: 29,628 shares; 2024Q4: 24,793 shares; 2025Q1: 25,196 shares; 2025Q2: 23,288 shares 23,288 $1.8M 0.6% -1,908 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,429 shares; 2023Q4: 8,214 shares; 2024Q1: 9,021 shares; 2024Q2: 9,540 shares; 2024Q3: 9,629 shares; 2024Q4: 8,105 shares; 2025Q1: 7,914 shares; 2025Q2: 7,387 shares 7,387 $1.71M 0.58% -527 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,565 shares; 2023Q4: 12,917 shares; 2024Q1: 12,917 shares; 2024Q2: 12,917 shares; 2024Q3: 12,917 shares; 2024Q4: 9,916 shares; 2025Q1: 9,916 shares; 2025Q2: 9,916 shares 9,916 $1.6M 0.54% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,525 shares; 2023Q4: 6,113 shares; 2024Q1: 7,426 shares; 2024Q2: 7,734 shares; 2024Q3: 7,754 shares; 2024Q4: 6,241 shares; 2025Q1: 6,103 shares; 2025Q2: 5,603 shares 5,603 $1.55M 0.52% -500 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,907 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,292 shares 17,292 $1.54M 0.52% new 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; 2023Q3: 10,361 shares; 2023Q4: 10,317 shares; 2024Q1: 10,231 shares; 2024Q2: 10,691 shares; 2024Q3: 10,267 shares; 2024Q4: 8,690 shares; 2025Q1: 8,520 shares; 2025Q2: 8,069 shares 8,069 $1.45M 0.49% -451 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,904 shares; 2023Q4: 9,140 shares; 2024Q1: 12,781 shares; 2024Q2: 14,652 shares; 2024Q3: 17,126 shares; 2024Q4: 16,380 shares; 2025Q1: 16,848 shares; 2025Q2: 13,063 shares 13,063 $1.37M 0.46% -3,785 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,955 shares; 2023Q4: 8,583 shares; 2024Q1: 10,351 shares; 2024Q2: 11,011 shares; 2024Q3: 11,989 shares; 2024Q4: 9,890 shares; 2025Q1: 9,800 shares; 2025Q2: 9,109 shares 9,109 $1.33M 0.45% -691 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,806 shares; 2023Q4: 3,485 shares; 2024Q1: 4,539 shares; 2024Q2: 4,999 shares; 2024Q3: 5,300 shares; 2024Q4: 4,303 shares; 2025Q1: 4,289 shares; 2025Q2: 3,827 shares 3,827 $1.28M 0.43% -462 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,266 shares; 2023Q4: 3,761 shares; 2024Q1: 4,601 shares; 2024Q2: 4,904 shares; 2024Q3: 5,164 shares; 2024Q4: 4,474 shares; 2025Q1: 4,548 shares; 2025Q2: 4,234 shares 4,234 $1.26M 0.42% -314 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,567 shares; 2023Q4: 13,351 shares; 2024Q1: 14,877 shares; 2024Q2: 14,227 shares; 2024Q3: 14,338 shares; 2024Q4: 10,859 shares; 2025Q1: 9,600 shares; 2025Q2: 7,153 shares 7,153 $1.26M 0.42% -2,447 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,108 shares; 2023Q4: 13,994 shares; 2024Q1: 9,317 shares; 2024Q2: 9,361 shares; 2024Q3: 8,739 shares; 2024Q4: 5,474 shares; 2025Q1: 4,461 shares; 2025Q2: 4,267 shares 4,267 $1.24M 0.42% -194 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,107 shares; 2023Q4: 18,531 shares; 2024Q1: 22,922 shares; 2024Q2: 25,476 shares; 2024Q3: 28,355 shares; 2024Q4: 22,869 shares; 2025Q1: 22,599 shares; 2025Q2: 20,005 shares 20,005 $1.22M 0.41% -2,594 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,915 shares; 2023Q4: 18,415 shares; 2024Q1: 15,694 shares; 2024Q2: 15,333 shares; 2024Q3: 14,786 shares; 2024Q4: 13,997 shares; 2025Q1: 14,100 shares; 2025Q2: 13,832 shares 13,832 $1.21M 0.41% -268 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,681 shares; 2023Q4: 7,628 shares; 2024Q1: 9,585 shares; 2024Q2: 10,059 shares; 2024Q3: 10,991 shares; 2024Q4: 9,609 shares; 2025Q1: 9,361 shares; 2025Q2: 8,623 shares 8,623 $1.19M 0.4% -738 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,599 shares; 2023Q4: 3,397 shares; 2024Q1: 5,794 shares; 2024Q2: 6,536 shares; 2024Q3: 7,047 shares; 2024Q4: 6,197 shares; 2025Q1: 6,155 shares; 2025Q2: 5,704 shares 5,704 $1.16M 0.39% -451 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,063 shares; 2023Q4: 7,004 shares; 2024Q1: 6,994 shares; 2024Q2: 7,009 shares; 2024Q3: 6,951 shares; 2024Q4: 6,234 shares; 2025Q1: 6,225 shares; 2025Q2: 6,234 shares 6,234 $1.11M 0.37% +9 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,169 shares; 2023Q4: 18,307 shares; 2024Q1: 22,855 shares; 2024Q2: 24,412 shares; 2024Q3: 26,651 shares; 2024Q4: 21,750 shares; 2025Q1: 22,067 shares; 2025Q2: 19,370 shares 19,370 $1.05M 0.35% -2,697 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,219 shares; 2023Q4: 9,787 shares; 2024Q1: 9,787 shares; 2024Q2: 9,787 shares; 2024Q3: 9,787 shares; 2024Q4: 8,988 shares; 2025Q1: 8,988 shares; 2025Q2: 8,988 shares 8,988 $1.04M 0.35% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 14,617 shares; 2024Q1: 20,775 shares; 2024Q2: 22,350 shares; 2024Q3: 24,308 shares; 2024Q4: 23,669 shares; 2025Q1: 21,989 shares; 2025Q2: 20,453 shares 20,453 $1.03M 0.35% -1,536 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 12,264 shares; 2024Q1: 17,746 shares; 2024Q2: 19,656 shares; 2024Q3: 21,456 shares; 2024Q4: 20,860 shares; 2025Q1: 20,124 shares; 2025Q2: 18,811 shares 18,811 $998K 0.34% -1,313 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,314 shares; 2023Q4: 5,623 shares; 2024Q1: 7,879 shares; 2024Q2: 8,644 shares; 2024Q3: 9,355 shares; 2024Q4: 8,006 shares; 2025Q1: 8,571 shares; 2025Q2: 7,632 shares 7,632 $990K 0.33% -939 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,972 shares; 2023Q4: 3,800 shares; 2024Q1: 3,082 shares; 2024Q2: 2,999 shares; 2024Q3: 3,435 shares; 2024Q4: 2,689 shares; 2025Q1: 2,880 shares; 2025Q2: 2,610 shares 2,610 $974K 0.33% -270 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; 2023Q3: 13,834 shares; 2023Q4: 7,541 shares; 2024Q1: 5,050 shares; 2024Q2: 4,801 shares; 2024Q3: 3,960 shares; 2024Q4: 3,763 shares; 2025Q1: 3,794 shares; 2025Q2: 5,130 shares 5,130 $943K 0.32% +1,336 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,661 shares; 2023Q4: 5,714 shares; 2024Q1: 3,772 shares; 2024Q2: 3,628 shares; 2024Q3: 2,600 shares; 2024Q4: 2,772 shares; 2025Q1: 3,088 shares; 2025Q2: 3,119 shares 3,119 $938K 0.32% +31 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,353 shares; 2023Q4: 16,738 shares; 2024Q1: 29,287 shares; 2024Q2: 33,245 shares; 2024Q3: 40,074 shares; 2024Q4: 34,067 shares; 2025Q1: 35,530 shares; 2025Q2: 35,295 shares 35,295 $926K 0.31% -235 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; 2023Q3: 8,117 shares; 2023Q4: 5,930 shares; 2024Q1: 3,491 shares; 2024Q2: 3,021 shares; 2024Q3: 2,752 shares; 2024Q4: 2,475 shares; 2025Q1: 2,379 shares; 2025Q2: 2,130 shares 2,130 $925K 0.31% -249 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; 2023Q3: 317 shares; 2023Q4: 276 shares; 2024Q1: 236 shares; 2024Q2: 231 shares; 2024Q3: 225 shares; 2024Q4: 199 shares; 2025Q1: 186 shares; 2025Q2: 154 shares 154 $883K 0.3% -32 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,209 shares; 2025Q1: 22,209 shares; 2025Q2: 22,209 shares 22,209 $857K 0.29% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,043 shares; 2023Q4: 19,986 shares; 2024Q1: 13,814 shares; 2024Q2: 12,694 shares; 2024Q3: 11,602 shares; 2024Q4: 10,855 shares; 2025Q1: 10,527 shares; 2025Q2: 10,359 shares 10,359 $838K 0.28% -168 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 9,616 shares; 2024Q1: 14,932 shares; 2024Q2: 16,832 shares; 2024Q3: 18,608 shares; 2024Q4: 18,108 shares; 2025Q1: 16,820 shares; 2025Q2: 15,949 shares 15,949 $837K 0.28% -871 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 934 shares; 2023Q4: 989 shares; 2024Q1: 865 shares; 2024Q2: 858 shares; 2024Q3: 921 shares; 2024Q4: 685 shares; 2025Q1: 622 shares; 2025Q2: 1,328 shares 1,328 $825K 0.28% +706 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,243 shares; 2023Q4: 4,071 shares; 2024Q1: 4,396 shares; 2024Q2: 4,404 shares; 2024Q3: 4,411 shares; 2024Q4: 3,493 shares; 2025Q1: 3,466 shares; 2025Q2: 3,765 shares 3,765 $825K 0.28% +299 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,644 shares; 2023Q4: 12,475 shares; 2024Q1: 11,332 shares; 2024Q2: 11,391 shares; 2024Q3: 10,835 shares; 2024Q4: 7,732 shares; 2025Q1: 7,535 shares; 2025Q2: 7,543 shares 7,543 $824K 0.28% +8 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; 2023Q3: 2,277 shares; 2023Q4: 2,264 shares; 2024Q1: 2,261 shares; 2024Q2: 2,253 shares; 2024Q3: 2,215 shares; 2024Q4: 2,217 shares; 2025Q1: 2,167 shares; 2025Q2: 1,919 shares 1,919 $809K 0.27% -248 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; 2023Q3: 2,536 shares; 2023Q4: 2,536 shares; 2024Q1: 2,385 shares; 2024Q2: 2,413 shares; 2024Q3: 2,231 shares; 2024Q4: 2,235 shares; 2025Q1: 2,231 shares; 2025Q2: 2,231 shares 2,231 $746K 0.25% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 68,353 shares; 2023Q4: 43,731 shares; 2024Q1: 24,470 shares; 2024Q2: 25,240 shares; 2024Q3: 23,314 shares; 2024Q4: 19,844 shares; 2025Q1: 17,930 shares; 2025Q2: 17,377 shares 17,377 $745K 0.25% -553 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,871 shares; 2023Q4: 7,101 shares; 2024Q1: 6,775 shares; 2024Q2: 11,506 shares; 2024Q3: 11,506 shares; 2024Q4: 11,506 shares; 2025Q1: 11,276 shares; 2025Q2: 7,601 shares 7,601 $740K 0.25% -3,675 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,956 shares; 2025Q2: 7,974 shares 7,974 $729K 0.25% +3,018 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,502 shares; 2023Q4: 1,831 shares; 2024Q1: 1,975 shares; 2024Q2: 2,022 shares; 2024Q3: 2,012 shares; 2024Q4: 1,647 shares; 2025Q1: 1,673 shares; 2025Q2: 1,449 shares 1,449 $686K 0.23% -224 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,179 shares; 2023Q4: 9,429 shares; 2024Q1: 6,978 shares; 2024Q2: 6,123 shares; 2024Q3: 5,303 shares; 2024Q4: 4,798 shares; 2025Q1: 4,515 shares; 2025Q2: 4,482 shares 4,482 $607K 0.2% -33 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,134 shares; 2024Q2: not reported; 2024Q3: 1,407 shares; 2024Q4: 4,823 shares; 2025Q1: 2,426 shares; 2025Q2: 2,389 shares 2,389 $600K 0.2% -37 Timeline BANK OF AMER CORP 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; 2023Q3: 220 shares; 2023Q4: 485 shares; 2024Q1: 485 shares; 2024Q2: 485 shares; 2024Q3: 485 shares; 2024Q4: 484 shares; 2025Q1: 485 shares; 2025Q2: 484 shares 484 $585K 0.2% -1 IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,830 shares; 2023Q4: 2,760 shares; 2024Q1: 2,125 shares; 2024Q2: 1,885 shares; 2024Q3: 1,728 shares; 2024Q4: 911 shares; 2025Q1: 2,023 shares; 2025Q2: 1,998 shares 1,998 $582K 0.2% -25 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; 2023Q3: 6,916 shares; 2023Q4: 6,910 shares; 2024Q1: 6,697 shares; 2024Q2: 6,791 shares; 2024Q3: 6,685 shares; 2024Q4: 6,623 shares; 2025Q1: 6,209 shares; 2025Q2: 4,594 shares 4,594 $575K 0.19% -1,615 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,862 shares; 2023Q4: 1,634 shares; 2024Q1: 1,478 shares; 2024Q2: 1,410 shares; 2024Q3: 1,451 shares; 2024Q4: 1,453 shares; 2025Q1: 1,355 shares; 2025Q2: 1,449 shares 1,449 $568K 0.19% +94 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 216 shares; 2023Q4: 480 shares; 2024Q1: 480 shares; 2024Q2: 480 shares; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares 480 $564K 0.19% 0 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; 2023Q3: 29,914 shares; 2023Q4: 26,778 shares; 2024Q1: 16,299 shares; 2024Q2: 15,017 shares; 2024Q3: 14,461 shares; 2024Q4: 13,168 shares; 2025Q1: 13,168 shares; 2025Q2: 11,618 shares 11,618 $559K 0.19% -1,550 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,640 shares; 2023Q4: 7,085 shares; 2024Q1: 5,135 shares; 2024Q2: 4,861 shares; 2024Q3: 4,151 shares; 2024Q4: 3,232 shares; 2025Q1: 3,073 shares; 2025Q2: 2,346 shares 2,346 $536K 0.18% -727 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,046 shares; 2023Q4: 19,255 shares; 2024Q1: 15,405 shares; 2024Q2: 13,425 shares; 2024Q3: 12,645 shares; 2024Q4: 12,575 shares; 2025Q1: 11,917 shares; 2025Q2: 11,733 shares 11,733 $533K 0.18% -184 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,554 shares; 2023Q4: 31,668 shares; 2024Q1: 31,429 shares; 2024Q2: 33,357 shares; 2024Q3: 36,357 shares; 2024Q4: 34,826 shares; 2025Q1: 33,235 shares; 2025Q2: 32,667 shares 32,667 $520K 0.17% -568 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,804 shares; 2023Q4: 1,301 shares; 2024Q1: 849 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,774 shares; 2025Q2: 1,794 shares 1,794 $520K 0.17% +20 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,075 shares; 2023Q4: 12,219 shares; 2024Q1: 9,670 shares; 2024Q2: 8,870 shares; 2024Q3: 7,149 shares; 2024Q4: 4,200 shares; 2025Q1: 3,964 shares; 2025Q2: 3,533 shares 3,533 $509K 0.17% -431 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,044 shares; 2023Q4: 3,044 shares; 2024Q1: 2,898 shares; 2024Q2: 2,845 shares; 2024Q3: 2,829 shares; 2024Q4: 2,777 shares; 2025Q1: 2,302 shares; 2025Q2: 2,888 shares 2,888 $499K 0.17% +586 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 499 shares; 2025Q1: 439 shares; 2025Q2: 470 shares 470 $496K 0.17% +31 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; 2023Q3: 8,417 shares; 2023Q4: 5,867 shares; 2024Q1: 3,160 shares; 2024Q2: 2,995 shares; 2024Q3: 2,814 shares; 2024Q4: 2,520 shares; 2025Q1: 2,450 shares; 2025Q2: 2,181 shares 2,181 $490K 0.16% -269 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 11,767 shares; 2024Q1: 11,770 shares; 2024Q2: 11,789 shares; 2024Q3: 15,166 shares; 2024Q4: 15,233 shares; 2025Q1: 15,236 shares; 2025Q2: 11,143 shares 11,143 $482K 0.16% -4,093 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,968 shares; 2023Q4: 7,718 shares; 2024Q1: 6,334 shares; 2024Q2: 5,710 shares; 2024Q3: 5,219 shares; 2024Q4: 5,191 shares; 2025Q1: 5,060 shares; 2025Q2: 5,037 shares 5,037 $481K 0.16% -23 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,955 shares; 2023Q4: 15,301 shares; 2024Q1: 13,054 shares; 2024Q2: 12,497 shares; 2024Q3: 11,030 shares; 2024Q4: 10,866 shares; 2025Q1: 10,870 shares; 2025Q2: 7,433 shares 7,433 $457K 0.15% -3,437 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50,410 shares; 2023Q4: 28,549 shares; 2024Q1: 15,549 shares; 2024Q2: 11,610 shares; 2024Q3: 8,581 shares; 2024Q4: 7,376 shares; 2025Q1: 7,059 shares; 2025Q2: 7,053 shares 7,053 $449K 0.15% -6 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 561 shares; 2025Q2: 566 shares 566 $447K 0.15% +5 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,504 shares; 2023Q4: 1,555 shares; 2024Q1: 1,546 shares; 2024Q2: 1,587 shares; 2024Q3: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 1,488 shares; 2025Q2: 1,408 shares 1,408 $439K 0.15% -80 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; 2023Q3: 1,282 shares; 2023Q4: 1,229 shares; 2024Q1: 1,243 shares; 2024Q2: 1,243 shares; 2024Q3: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,162 shares; 2025Q2: 828 shares 828 $438K 0.15% -334 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,659 shares; 2023Q4: 7,358 shares; 2024Q1: 4,600 shares; 2024Q2: 4,419 shares; 2024Q3: 3,411 shares; 2024Q4: 3,324 shares; 2025Q1: 3,326 shares; 2025Q2: 3,167 shares 3,167 $429K 0.14% -159 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,058 shares; 2023Q4: 6,498 shares; 2024Q1: 6,009 shares; 2024Q2: 6,024 shares; 2024Q3: 6,363 shares; 2024Q4: 6,411 shares; 2025Q1: 7,171 shares; 2025Q2: 7,183 shares 7,183 $418K 0.14% +12 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 127,331 shares; 2023Q4: 71,798 shares; 2024Q1: 45,371 shares; 2024Q2: 41,150 shares; 2024Q3: 33,827 shares; 2024Q4: 24,052 shares; 2025Q1: 21,362 shares; 2025Q2: 19,783 shares 19,783 $414K 0.14% -1,579 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,871 shares; 2023Q4: 1,871 shares; 2024Q1: 2,222 shares; 2024Q2: 2,222 shares; 2024Q3: 2,222 shares; 2024Q4: 1,773 shares; 2025Q1: 1,773 shares; 2025Q2: 1,840 shares 1,840 $404K 0.14% +67 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 67 shares; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 90 shares; 2025Q1: 87 shares; 2025Q2: 107 shares 107 $398K 0.13% +20 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 732 shares; 2023Q4: 623 shares; 2024Q1: 534 shares; 2024Q2: 443 shares; 2024Q3: 1,772 shares; 2024Q4: 1,772 shares; 2025Q1: 1,759 shares; 2025Q2: 1,697 shares 1,697 $381K 0.13% -62 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,754 shares; 2023Q4: 37,666 shares; 2024Q1: 22,784 shares; 2024Q2: 18,523 shares; 2024Q3: 12,603 shares; 2024Q4: 12,176 shares; 2025Q1: 11,759 shares; 2025Q2: 11,516 shares 11,516 $375K 0.13% -243 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,260 shares; 2023Q4: 9,260 shares; 2024Q1: 9,260 shares; 2024Q2: 9,260 shares; 2024Q3: 10,524 shares; 2024Q4: 10,569 shares; 2025Q1: 10,522 shares; 2025Q2: 7,475 shares 7,475 $371K 0.12% -3,047 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,512 shares; 2023Q4: 1,358 shares; 2024Q1: 1,807 shares; 2024Q2: 1,807 shares; 2024Q3: 1,816 shares; 2024Q4: 486 shares; 2025Q1: 465 shares; 2025Q2: 478 shares 478 $371K 0.12% +13 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; 2023Q3: 6,909 shares; 2023Q4: 5,733 shares; 2024Q1: 3,078 shares; 2024Q2: 2,745 shares; 2024Q3: 2,399 shares; 2024Q4: 2,280 shares; 2025Q1: 1,900 shares; 2025Q2: 1,854 shares 1,854 $368K 0.12% -46 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 7,036 shares; 2024Q1: 8,607 shares; 2024Q2: 9,067 shares; 2024Q3: 9,680 shares; 2024Q4: 9,173 shares; 2025Q1: 8,909 shares; 2025Q2: 8,698 shares 8,698 $363K 0.12% -211 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,082 shares; 2023Q4: 6,510 shares; 2024Q1: 7,608 shares; 2024Q2: 7,926 shares; 2024Q3: 8,457 shares; 2024Q4: 7,222 shares; 2025Q1: 7,182 shares; 2025Q2: 1,089 shares 1,089 $355K 0.12% -6,093 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 959 shares; 2023Q4: 723 shares; 2024Q1: 634 shares; 2024Q2: 634 shares; 2024Q3: 614 shares; 2024Q4: 810 shares; 2025Q1: 609 shares; 2025Q2: 642 shares 642 $351K 0.12% +33 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,212 shares; 2023Q4: 21,232 shares; 2024Q1: 11,095 shares; 2024Q2: 9,415 shares; 2024Q3: 5,966 shares; 2024Q4: 4,299 shares; 2025Q1: 4,050 shares; 2025Q2: 3,509 shares 3,509 $351K 0.12% -541 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 143 shares; 2025Q2: 139 shares 139 $348K 0.12% -4 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,610 shares; 2023Q4: 7,903 shares; 2024Q1: 4,683 shares; 2024Q2: 3,972 shares; 2024Q3: 3,559 shares; 2024Q4: 2,739 shares; 2025Q1: 2,449 shares; 2025Q2: 1,986 shares 1,986 $341K 0.11% -463 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,055 shares; 2023Q4: 3,376 shares; 2024Q1: 2,057 shares; 2024Q2: 1,710 shares; 2024Q3: 1,467 shares; 2024Q4: 1,312 shares; 2025Q1: 1,265 shares; 2025Q2: 1,194 shares 1,194 $330K 0.11% -71 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,273 shares; 2023Q4: 1,610 shares; 2024Q1: 1,077 shares; 2024Q2: 987 shares; 2024Q3: 742 shares; 2024Q4: 746 shares; 2025Q1: 652 shares; 2025Q2: 600 shares 600 $323K 0.11% -52 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,283 shares; 2023Q4: 2,512 shares; 2024Q1: 2,489 shares; 2024Q2: 2,378 shares; 2024Q3: 2,199 shares; 2024Q4: 2,184 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares 1,145 $322K 0.11% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,753 shares; 2023Q4: 5,957 shares; 2024Q1: 3,879 shares; 2024Q2: 3,370 shares; 2024Q3: 3,037 shares; 2024Q4: 2,431 shares; 2025Q1: 2,296 shares; 2025Q2: 2,103 shares 2,103 $310K 0.1% -193 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,460 shares; 2024Q4: 3,885 shares; 2025Q1: 3,646 shares; 2025Q2: 3,620 shares 3,620 $308K 0.1% -26 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,841 shares; 2023Q4: 3,916 shares; 2024Q1: 2,375 shares; 2024Q2: 2,167 shares; 2024Q3: 1,648 shares; 2024Q4: 1,473 shares; 2025Q1: 1,103 shares; 2025Q2: 1,013 shares 1,013 $307K 0.1% -90 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,671 shares; 2023Q4: 5,306 shares; 2024Q1: 3,025 shares; 2024Q2: 2,940 shares; 2024Q3: 2,620 shares; 2024Q4: 2,490 shares; 2025Q1: 2,114 shares; 2025Q2: 2,109 shares 2,109 $299K 0.1% -5 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,764 shares; 2023Q4: 2,764 shares; 2024Q1: 2,739 shares; 2024Q2: 2,481 shares; 2024Q3: 2,202 shares; 2024Q4: 1,714 shares; 2025Q1: 1,705 shares; 2025Q2: 1,671 shares 1,671 $298K 0.1% -34 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,568 shares; 2023Q4: 9,695 shares; 2024Q1: 7,247 shares; 2024Q2: 7,030 shares; 2024Q3: 5,779 shares; 2024Q4: 4,880 shares; 2025Q1: 3,660 shares; 2025Q2: 3,535 shares 3,535 $287K 0.1% -125 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,902 shares; 2023Q4: 12,252 shares; 2024Q1: 8,161 shares; 2024Q2: 5,910 shares; 2024Q3: 4,341 shares; 2024Q4: 3,907 shares; 2025Q1: 3,907 shares; 2025Q2: 3,907 shares 3,907 $287K 0.1% 0 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 66,616 shares; 2023Q4: 39,326 shares; 2024Q1: 22,854 shares; 2024Q2: 14,201 shares; 2024Q3: 9,439 shares; 2024Q4: 8,841 shares; 2025Q1: 8,409 shares; 2025Q2: 8,350 shares 8,350 $284K 0.1% -59 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,195 shares; 2023Q4: 3,195 shares; 2024Q1: 3,195 shares; 2024Q2: 3,195 shares; 2024Q3: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares 3,195 $280K 0.09% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,665 shares; 2023Q4: 2,369 shares; 2024Q1: 1,431 shares; 2024Q2: 1,369 shares; 2024Q3: 1,179 shares; 2024Q4: 1,036 shares; 2025Q1: 983 shares; 2025Q2: 964 shares 964 $275K 0.09% -19 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,008 shares; 2024Q2: 961 shares; 2024Q3: 1,177 shares; 2024Q4: 5,890 shares; 2025Q1: 5,697 shares; 2025Q2: 5,027 shares 5,027 $272K 0.09% -670 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,381 shares; 2023Q4: 1,949 shares; 2024Q1: 1,260 shares; 2024Q2: 1,108 shares; 2024Q3: 1,052 shares; 2024Q4: 1,058 shares; 2025Q1: 989 shares; 2025Q2: 1,148 shares 1,148 $270K 0.09% +159 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 901,248 shares; 2023Q4: 901,270 shares; 2024Q1: 1,247 shares; 2024Q2: 1,029 shares; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 972 shares; 2025Q2: 987 shares 987 $268K 0.09% +15 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,353 shares; 2023Q4: 3,370 shares; 2024Q1: 4,198 shares; 2024Q2: 4,083 shares; 2024Q3: 4,091 shares; 2024Q4: 2,871 shares; 2025Q1: 2,885 shares; 2025Q2: 2,899 shares 2,899 $267K 0.09% +14 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; 2023Q3: 16,165 shares; 2023Q4: 10,870 shares; 2024Q1: 5,801 shares; 2024Q2: 5,473 shares; 2024Q3: 3,925 shares; 2024Q4: 3,735 shares; 2025Q1: 3,726 shares; 2025Q2: 3,203 shares 3,203 $262K 0.09% -523 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; 2023Q3: 1,174 shares; 2023Q4: 1,157 shares; 2024Q1: 1,088 shares; 2024Q2: 1,088 shares; 2024Q3: 1,081 shares; 2024Q4: 890 shares; 2025Q1: 888 shares; 2025Q2: 729 shares 729 $259K 0.09% -159 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,592 shares; 2023Q4: 5,334 shares; 2024Q1: 3,862 shares; 2024Q2: 3,672 shares; 2024Q3: 3,672 shares; 2024Q4: 2,367 shares; 2025Q1: not reported; 2025Q2: 3,146 shares 3,146 $257K 0.09% new 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; 2023Q3: 1,850 shares; 2023Q4: 1,788 shares; 2024Q1: 1,766 shares; 2024Q2: 1,773 shares; 2024Q3: 1,780 shares; 2024Q4: 1,788 shares; 2025Q1: 1,795 shares; 2025Q2: 1,803 shares 1,803 $247K 0.08% +8 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,674 shares; 2023Q4: 3,449 shares; 2024Q1: 3,399 shares; 2024Q2: 3,170 shares; 2024Q3: 2,772 shares; 2024Q4: 2,706 shares; 2025Q1: 2,592 shares; 2025Q2: 2,590 shares 2,590 $246K 0.08% -2 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,193 shares; 2023Q4: 4,085 shares; 2024Q1: 4,085 shares; 2024Q2: 3,385 shares; 2024Q3: 3,385 shares; 2024Q4: 3,385 shares; 2025Q1: 3,267 shares; 2025Q2: 3,267 shares 3,267 $240K 0.08% 0 Timeline CGCP 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,628 shares 10,628 $239K 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares 811 $236K 0.08% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 400 shares; 2025Q2: 405 shares 405 $232K 0.08% +5 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,854 shares; 2023Q4: 19,891 shares; 2024Q1: 8,848 shares; 2024Q2: 7,241 shares; 2024Q3: 5,844 shares; 2024Q4: 5,465 shares; 2025Q1: 5,074 shares; 2025Q2: 4,153 shares 4,153 $232K 0.08% -921 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 822 shares; 2023Q4: not reported; 2024Q1: 636 shares; 2024Q2: 629 shares; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 533 shares 533 $231K 0.08% -33 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 421 shares; 2024Q3: 442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares 425 $231K 0.08% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,366 shares; 2023Q4: 1,674 shares; 2024Q1: 1,183 shares; 2024Q2: 1,058 shares; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 757 shares 757 $228K 0.08% -136 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,394 shares; 2023Q4: 8,299 shares; 2024Q1: 4,573 shares; 2024Q2: 4,097 shares; 2024Q3: 3,642 shares; 2024Q4: 3,359 shares; 2025Q1: 3,032 shares; 2025Q2: 2,438 shares 2,438 $218K 0.07% -594 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,138 shares; 2023Q4: 11,914 shares; 2024Q1: 6,168 shares; 2024Q2: 5,881 shares; 2024Q3: 5,289 shares; 2024Q4: 4,893 shares; 2025Q1: not reported; 2025Q2: 4,166 shares 4,166 $204K 0.07% new Timeline