AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613,795 shares; 2024Q4: 597,785 shares; 2025Q1: 552,787 shares; 2025Q2: 547,750 shares; 2025Q3: 546,788 shares; 2025Q4: 537,097 shares; 2026Q1: 540,766 shares; 2026Q2: 534,101 shares 534,101 $155M 4.8% -6,665 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: 433,367 shares; 2024Q4: 421,747 shares; 2025Q1: 412,884 shares; 2025Q2: 414,387 shares; 2025Q3: 413,409 shares; 2025Q4: 405,442 shares; 2026Q1: 400,075 shares; 2026Q2: 391,920 shares 391,920 $140M 4.35% -8,155 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: 434,702 shares; 2024Q4: 415,111 shares; 2025Q1: 397,341 shares; 2025Q2: 387,830 shares; 2025Q3: 377,451 shares; 2025Q4: 365,456 shares; 2026Q1: 346,043 shares; 2026Q2: 335,928 shares 335,928 $127M 3.94% -10,115 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,395 shares; 2024Q4: 148,813 shares; 2025Q1: 158,246 shares; 2025Q2: 162,672 shares; 2025Q3: 166,674 shares; 2025Q4: 169,390 shares; 2026Q1: 176,417 shares; 2026Q2: 176,773 shares 176,773 $121M 3.77% +356 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: 677,642 shares; 2024Q4: 640,749 shares; 2025Q1: 609,542 shares; 2025Q2: 589,316 shares; 2025Q3: 568,975 shares; 2025Q4: 545,263 shares; 2026Q1: 532,300 shares; 2026Q2: 518,666 shares 518,666 $104M 3.22% -13,634 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983,778 shares; 2024Q4: 967,491 shares; 2025Q1: 938,529 shares; 2025Q2: 928,015 shares; 2025Q3: 928,293 shares; 2025Q4: 914,786 shares; 2026Q1: 911,727 shares; 2026Q2: 904,618 shares 904,618 $99.8M 3.1% -7,109 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: 431,810 shares; 2024Q4: 422,876 shares; 2025Q1: 409,696 shares; 2025Q2: 408,103 shares; 2025Q3: 409,302 shares; 2025Q4: 404,597 shares; 2026Q1: 404,740 shares; 2026Q2: 401,700 shares 401,700 $95.7M 2.97% -3,040 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,538 shares; 2024Q4: 331,742 shares; 2025Q1: 324,386 shares; 2025Q2: 320,725 shares; 2025Q3: 319,551 shares; 2025Q4: 315,052 shares; 2026Q1: 311,897 shares; 2026Q2: 306,791 shares 306,791 $92.2M 2.86% -5,106 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,065 shares; 2024Q4: 212,842 shares; 2025Q1: 205,751 shares; 2025Q2: 205,604 shares; 2025Q3: 206,898 shares; 2025Q4: 200,729 shares; 2026Q1: 198,452 shares; 2026Q2: 104,729 shares 104,729 $78.2M 2.43% -93,723 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,375 shares; 2024Q4: 199,122 shares; 2025Q1: 199,015 shares; 2025Q2: 195,514 shares; 2025Q3: 194,872 shares; 2025Q4: 193,808 shares; 2026Q1: 189,374 shares; 2026Q2: 187,582 shares 187,582 $76.8M 2.39% -1,792 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: 215,587 shares; 2024Q4: 212,144 shares; 2025Q1: 210,201 shares; 2025Q2: 208,537 shares; 2025Q3: 203,059 shares; 2025Q4: 199,676 shares; 2026Q1: 202,007 shares; 2026Q2: 203,349 shares 203,349 $75.9M 2.36% +1,342 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: 194,828 shares; 2024Q4: 189,676 shares; 2025Q1: 220,937 shares; 2025Q2: 225,408 shares; 2025Q3: 230,055 shares; 2025Q4: 233,482 shares; 2026Q1: 232,013 shares; 2026Q2: 228,325 shares 228,325 $74.7M 2.32% -3,688 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,172 shares; 2024Q4: 28,578 shares; 2025Q1: 28,103 shares; 2025Q2: 27,827 shares; 2025Q3: 27,345 shares; 2025Q4: 27,489 shares; 2026Q1: 26,915 shares; 2026Q2: 244,319 shares 244,319 $73.7M 2.29% +217,404 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: 237,978 shares; 2024Q4: 231,652 shares; 2025Q1: 225,660 shares; 2025Q2: 222,573 shares; 2025Q3: 220,290 shares; 2025Q4: 217,761 shares; 2026Q1: 216,094 shares; 2026Q2: 214,147 shares 214,147 $73.5M 2.28% -1,947 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: 106,664 shares; 2024Q4: 205,998 shares; 2025Q1: 199,692 shares; 2025Q2: 196,689 shares; 2025Q3: 196,562 shares; 2025Q4: 193,692 shares; 2026Q1: 191,762 shares; 2026Q2: 189,436 shares 189,436 $64.6M 2.01% -2,326 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,211 shares; 2024Q4: 92,634 shares; 2025Q1: 88,308 shares; 2025Q2: 88,255 shares; 2025Q3: 87,927 shares; 2025Q4: 85,815 shares; 2026Q1: 85,504 shares; 2026Q2: 81,402 shares 81,402 $57.3M 1.78% -4,102 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: 100,543 shares; 2024Q4: 98,387 shares; 2025Q1: 95,982 shares; 2025Q2: 95,437 shares; 2025Q3: 95,117 shares; 2025Q4: 93,758 shares; 2026Q1: 93,115 shares; 2026Q2: 91,449 shares 91,449 $45.8M 1.42% -1,666 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,185 shares; 2024Q4: 193,646 shares; 2025Q1: 190,192 shares; 2025Q2: 188,452 shares; 2025Q3: 190,510 shares; 2025Q4: 188,221 shares; 2026Q1: 182,683 shares; 2026Q2: 178,283 shares 178,283 $45.5M 1.41% -4,400 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 791 shares; 2025Q2: 88,100 shares; 2025Q3: 92,328 shares; 2025Q4: 93,090 shares; 2026Q1: 111,192 shares; 2026Q2: 102,430 shares 102,430 $44.2M 1.37% -8,762 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: 83,885 shares; 2024Q4: 81,754 shares; 2025Q1: 78,740 shares; 2025Q2: 77,439 shares; 2025Q3: 76,790 shares; 2025Q4: 75,994 shares; 2026Q1: 75,359 shares; 2026Q2: 74,863 shares 74,863 $42.2M 1.31% -496 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,721 shares; 2024Q4: 117,195 shares; 2025Q1: 116,042 shares; 2025Q2: 115,790 shares; 2025Q3: 116,154 shares; 2025Q4: 115,717 shares; 2026Q1: 118,118 shares; 2026Q2: 115,219 shares 115,219 $40.6M 1.26% -2,899 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,302 shares; 2024Q4: 55,021 shares; 2025Q1: 56,503 shares; 2025Q2: 55,977 shares; 2025Q3: 56,364 shares; 2025Q4: 55,713 shares; 2026Q1: 55,571 shares; 2026Q2: 55,175 shares 55,175 $39.7M 1.23% -396 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,150 shares; 2024Q4: 19,488 shares; 2025Q1: 19,456 shares; 2025Q2: 19,954 shares; 2025Q3: 19,956 shares; 2025Q4: 19,787 shares; 2026Q1: 19,431 shares; 2026Q2: 19,083 shares 19,083 $38M 1.18% -348 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: 100,774 shares; 2024Q4: 99,481 shares; 2025Q1: 97,726 shares; 2025Q2: 96,839 shares; 2025Q3: 94,930 shares; 2025Q4: 94,617 shares; 2026Q1: 93,625 shares; 2026Q2: 89,572 shares 89,572 $35.6M 1.11% -4,053 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: 212,704 shares; 2024Q4: 203,568 shares; 2025Q1: 207,047 shares; 2025Q2: 211,261 shares; 2025Q3: 216,525 shares; 2025Q4: 218,515 shares; 2026Q1: 223,260 shares; 2026Q2: 223,282 shares 223,282 $35.3M 1.1% +22 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,275 shares; 2024Q4: 141,384 shares; 2025Q1: 138,707 shares; 2025Q2: 137,438 shares; 2025Q3: 137,790 shares; 2025Q4: 136,586 shares; 2026Q1: 135,387 shares; 2026Q2: 127,648 shares 127,648 $34.4M 1.07% -7,739 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: 194,586 shares; 2024Q4: 191,691 shares; 2025Q1: 186,116 shares; 2025Q2: 184,387 shares; 2025Q3: 188,565 shares; 2025Q4: 186,287 shares; 2026Q1: 185,509 shares; 2026Q2: 179,136 shares 179,136 $34M 1.06% -6,373 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: 241,789 shares; 2024Q4: 237,855 shares; 2025Q1: 233,395 shares; 2025Q2: 231,972 shares; 2025Q3: 230,052 shares; 2025Q4: 227,991 shares; 2026Q1: 225,840 shares; 2026Q2: 216,137 shares 216,137 $32.7M 1.02% -9,703 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,068 shares; 2024Q4: 295,411 shares; 2025Q1: 291,459 shares; 2025Q2: 284,999 shares; 2025Q3: 287,698 shares; 2025Q4: 283,996 shares; 2026Q1: 279,824 shares; 2026Q2: 284,641 shares 284,641 $32.2M 1% +4,817 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,275 shares; 2024Q4: 279,812 shares; 2025Q1: 277,844 shares; 2025Q2: 284,563 shares; 2025Q3: 296,681 shares; 2025Q4: 296,877 shares; 2026Q1: 316,599 shares; 2026Q2: 318,667 shares 318,667 $30.8M 0.96% +2,068 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: 338,392 shares; 2024Q4: 332,721 shares; 2025Q1: 330,110 shares; 2025Q2: 327,544 shares; 2025Q3: 331,947 shares; 2025Q4: 331,954 shares; 2026Q1: 354,604 shares; 2026Q2: 348,620 shares 348,620 $30.6M 0.95% -5,984 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: 190,279 shares; 2024Q4: 214,485 shares; 2025Q1: 246,242 shares; 2025Q2: 258,694 shares; 2025Q3: 281,990 shares; 2025Q4: 315,902 shares; 2026Q1: 350,551 shares; 2026Q2: 372,139 shares 372,139 $28.7M 0.89% +21,588 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: 235,605 shares; 2024Q4: 229,050 shares; 2025Q1: 224,429 shares; 2025Q2: 223,814 shares; 2025Q3: 227,235 shares; 2025Q4: 224,877 shares; 2026Q1: 224,459 shares; 2026Q2: 223,632 shares 223,632 $26.3M 0.82% -827 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: 126,690 shares; 2024Q4: 125,640 shares; 2025Q1: 123,768 shares; 2025Q2: 124,604 shares; 2025Q3: 124,694 shares; 2025Q4: 107,445 shares; 2026Q1: 105,717 shares; 2026Q2: 101,711 shares 101,711 $25.8M 0.8% -4,006 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,078 shares; 2024Q4: 306,582 shares; 2025Q1: 299,254 shares; 2025Q2: 300,773 shares; 2025Q3: 304,272 shares; 2025Q4: 308,580 shares; 2026Q1: 323,589 shares; 2026Q2: 308,573 shares 308,573 $25.6M 0.79% -15,016 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: 30,929 shares; 2024Q4: 30,123 shares; 2025Q1: 28,605 shares; 2025Q2: 28,280 shares; 2025Q3: 28,471 shares; 2025Q4: 27,895 shares; 2026Q1: 27,570 shares; 2026Q2: 27,092 shares 27,092 $25.3M 0.79% -478 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: 159,245 shares; 2024Q4: 161,483 shares; 2025Q1: 160,492 shares; 2025Q2: 164,340 shares; 2025Q3: 164,979 shares; 2025Q4: 168,744 shares; 2026Q1: 168,547 shares; 2026Q2: 165,759 shares 165,759 $24.6M 0.76% -2,788 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: 19,459 shares; 2024Q4: 19,292 shares; 2025Q1: 18,520 shares; 2025Q2: 18,634 shares; 2025Q3: 18,803 shares; 2025Q4: 19,294 shares; 2026Q1: 19,653 shares; 2026Q2: 19,668 shares 19,668 $23.6M 0.73% +15 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,849 shares; 2025Q2: 24,758 shares; 2025Q3: 24,828 shares; 2025Q4: 24,590 shares; 2026Q1: 24,372 shares; 2026Q2: 23,841 shares 23,841 $22.9M 0.71% -531 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,519 shares; 2024Q4: 122,678 shares; 2025Q1: 120,469 shares; 2025Q2: 119,845 shares; 2025Q3: 120,572 shares; 2025Q4: 119,625 shares; 2026Q1: 121,386 shares; 2026Q2: 120,071 shares 120,071 $22M 0.68% -1,315 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,179 shares; 2024Q4: 21,724 shares; 2025Q1: 21,237 shares; 2025Q2: 21,343 shares; 2025Q3: 21,446 shares; 2025Q4: 21,347 shares; 2026Q1: 20,951 shares; 2026Q2: 20,779 shares 20,779 $21.7M 0.67% -172 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: 162,649 shares; 2024Q4: 174,276 shares; 2025Q1: 180,417 shares; 2025Q2: 180,553 shares; 2025Q3: 184,297 shares; 2025Q4: 193,049 shares; 2026Q1: 216,408 shares; 2026Q2: 248,411 shares 248,411 $20.8M 0.65% +32,003 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: 45,588 shares; 2024Q4: 49,102 shares; 2025Q1: 53,531 shares; 2025Q2: 54,031 shares; 2025Q3: 56,807 shares; 2025Q4: 56,869 shares; 2026Q1: 56,212 shares; 2026Q2: 56,028 shares 56,028 $20.7M 0.64% -184 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: 261,710 shares; 2024Q4: 261,417 shares; 2025Q1: 267,700 shares; 2025Q2: 266,347 shares; 2025Q3: 267,995 shares; 2025Q4: 266,300 shares; 2026Q1: 270,956 shares; 2026Q2: 268,863 shares 268,863 $19.4M 0.6% -2,093 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: 4,693 shares; 2024Q4: 4,577 shares; 2025Q1: 4,497 shares; 2025Q2: 4,229 shares; 2025Q3: 4,288 shares; 2025Q4: 4,217 shares; 2026Q1: 4,317 shares; 2026Q2: 106,790 shares 106,790 $19M 0.59% +102,473 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,482 shares; 2025Q3: 20,594 shares; 2025Q4: 22,356 shares; 2026Q1: 22,449 shares; 2026Q2: 22,091 shares 22,091 $18.3M 0.57% -358 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,221 shares; 2024Q4: 146,196 shares; 2025Q1: 154,823 shares; 2025Q2: 151,877 shares; 2025Q3: 154,605 shares; 2025Q4: 161,515 shares; 2026Q1: 167,407 shares; 2026Q2: 168,824 shares 168,824 $17.9M 0.56% +1,417 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,495 shares; 2024Q4: 59,426 shares; 2025Q1: 59,123 shares; 2025Q2: 63,157 shares; 2025Q3: 71,368 shares; 2025Q4: 71,815 shares; 2026Q1: 73,467 shares; 2026Q2: 75,392 shares 75,392 $17.8M 0.55% +1,925 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: 167,156 shares; 2024Q4: 167,049 shares; 2025Q1: 164,959 shares; 2025Q2: 160,478 shares; 2025Q3: 167,012 shares; 2025Q4: 170,183 shares; 2026Q1: 174,604 shares; 2026Q2: 173,092 shares 173,092 $17.1M 0.53% -1,512 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,393 shares; 2024Q4: 101,766 shares; 2025Q1: 100,820 shares; 2025Q2: 101,085 shares; 2025Q3: 102,646 shares; 2025Q4: 102,598 shares; 2026Q1: 105,507 shares; 2026Q2: 102,090 shares 102,090 $17M 0.53% -3,417 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: 103,954 shares; 2024Q4: 101,414 shares; 2025Q1: 100,558 shares; 2025Q2: 99,512 shares; 2025Q3: 94,316 shares; 2025Q4: 93,694 shares; 2026Q1: 90,465 shares; 2026Q2: 87,978 shares 87,978 $17M 0.53% -2,487 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: 61,362 shares; 2024Q4: 61,218 shares; 2025Q1: 52,584 shares; 2025Q2: 53,419 shares; 2025Q3: 53,701 shares; 2025Q4: 53,598 shares; 2026Q1: 53,744 shares; 2026Q2: 53,566 shares 53,566 $16.9M 0.52% -178 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: 44,829 shares; 2024Q4: 44,538 shares; 2025Q1: 43,899 shares; 2025Q2: 44,144 shares; 2025Q3: 41,978 shares; 2025Q4: 41,858 shares; 2026Q1: 41,967 shares; 2026Q2: 41,351 shares 41,351 $16.8M 0.52% -616 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: 46,175 shares; 2024Q4: 44,778 shares; 2025Q1: 43,647 shares; 2025Q2: 43,114 shares; 2025Q3: 43,367 shares; 2025Q4: 42,925 shares; 2026Q1: 42,550 shares; 2026Q2: 42,016 shares 42,016 $16.7M 0.52% -534 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: 53,065 shares; 2024Q4: 52,227 shares; 2025Q1: 51,316 shares; 2025Q2: 51,217 shares; 2025Q3: 51,863 shares; 2025Q4: 51,617 shares; 2026Q1: 52,348 shares; 2026Q2: 48,855 shares 48,855 $16.6M 0.52% -3,493 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 20 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $16.5M 0.51% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,069 shares; 2024Q4: 77,320 shares; 2025Q1: 75,053 shares; 2025Q2: 74,889 shares; 2025Q3: 72,841 shares; 2025Q4: 71,950 shares; 2026Q1: 73,454 shares; 2026Q2: 73,264 shares 73,264 $16.4M 0.51% -190 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: 303,564 shares; 2024Q4: 299,075 shares; 2025Q1: 272,321 shares; 2025Q2: 263,220 shares; 2025Q3: 260,096 shares; 2025Q4: 275,841 shares; 2026Q1: 275,504 shares; 2026Q2: 270,923 shares 270,923 $15.4M 0.48% -4,581 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: 127,126 shares; 2024Q4: 123,772 shares; 2025Q1: 123,711 shares; 2025Q2: 122,732 shares; 2025Q3: 121,729 shares; 2025Q4: 120,412 shares; 2026Q1: 117,243 shares; 2026Q2: 122,340 shares 122,340 $14.4M 0.45% +5,097 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,197 shares; 2024Q4: 126,330 shares; 2025Q1: 124,986 shares; 2025Q2: 112,938 shares; 2025Q3: 113,674 shares; 2025Q4: 113,158 shares; 2026Q1: 114,482 shares; 2026Q2: 111,694 shares 111,694 $14.1M 0.44% -2,788 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: 30,947 shares; 2024Q4: 31,103 shares; 2025Q1: 30,502 shares; 2025Q2: 30,673 shares; 2025Q3: 30,516 shares; 2025Q4: 30,491 shares; 2026Q1: 30,026 shares; 2026Q2: 27,612 shares 27,612 $14.1M 0.44% -2,414 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: 40,966 shares; 2024Q4: 38,999 shares; 2025Q1: 38,166 shares; 2025Q2: 37,563 shares; 2025Q3: 37,209 shares; 2025Q4: 36,096 shares; 2026Q1: 36,319 shares; 2026Q2: 33,608 shares 33,608 $14M 0.44% -2,711 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: 77,999 shares; 2024Q4: 76,942 shares; 2025Q1: 75,002 shares; 2025Q2: 73,508 shares; 2025Q3: 73,617 shares; 2025Q4: 73,301 shares; 2026Q1: 74,420 shares; 2026Q2: 73,572 shares 73,572 $13.2M 0.41% -848 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: 111,944 shares; 2024Q4: 110,356 shares; 2025Q1: 104,558 shares; 2025Q2: 105,234 shares; 2025Q3: 102,117 shares; 2025Q4: 102,086 shares; 2026Q1: 103,140 shares; 2026Q2: 96,316 shares 96,316 $13M 0.41% -6,824 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: 123,841 shares; 2024Q4: 122,873 shares; 2025Q1: 126,767 shares; 2025Q2: 130,712 shares; 2025Q3: 133,972 shares; 2025Q4: 132,533 shares; 2026Q1: 138,844 shares; 2026Q2: 133,907 shares 133,907 $12.9M 0.4% -4,937 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: 14,032 shares; 2024Q4: 15,557 shares; 2025Q1: 18,029 shares; 2025Q2: 15,338 shares; 2025Q3: 23,529 shares; 2025Q4: 26,569 shares; 2026Q1: 25,822 shares; 2026Q2: 25,393 shares 25,393 $12.7M 0.39% -429 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,435 shares; 2024Q4: 227,542 shares; 2025Q1: 228,675 shares; 2025Q2: 229,254 shares; 2025Q3: 234,034 shares; 2025Q4: 221,208 shares; 2026Q1: 217,586 shares; 2026Q2: 210,676 shares 210,676 $12.2M 0.38% -6,910 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: 132,052 shares; 2024Q4: 131,455 shares; 2025Q1: 130,191 shares; 2025Q2: 133,913 shares; 2025Q3: 137,557 shares; 2025Q4: 137,509 shares; 2026Q1: 136,471 shares; 2026Q2: 133,571 shares 133,571 $12.1M 0.38% -2,900 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,317 shares; 2024Q4: 116,783 shares; 2025Q1: 116,439 shares; 2025Q2: 117,662 shares; 2025Q3: 113,214 shares; 2025Q4: 112,113 shares; 2026Q1: 111,418 shares; 2026Q2: 111,893 shares 111,893 $11.6M 0.36% +475 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,148 shares; 2024Q4: 83,168 shares; 2025Q1: 82,242 shares; 2025Q2: 81,997 shares; 2025Q3: 80,370 shares; 2025Q4: 79,704 shares; 2026Q1: 81,286 shares; 2026Q2: 78,282 shares 78,282 $11.5M 0.36% -3,004 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,902 shares; 2025Q1: 47,029 shares; 2025Q2: 51,127 shares; 2025Q3: 55,803 shares; 2025Q4: 55,699 shares; 2026Q1: 55,562 shares; 2026Q2: 55,911 shares 55,911 $11.3M 0.35% +349 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,302 shares; 2024Q4: 51,423 shares; 2025Q1: 51,040 shares; 2025Q2: 51,931 shares; 2025Q3: 53,198 shares; 2025Q4: 53,314 shares; 2026Q1: 52,787 shares; 2026Q2: 48,965 shares 48,965 $10.9M 0.34% -3,822 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,261 shares; 2024Q4: 38,027 shares; 2025Q1: 37,141 shares; 2025Q2: 37,344 shares; 2025Q3: 37,728 shares; 2025Q4: 38,091 shares; 2026Q1: 38,253 shares; 2026Q2: 39,761 shares 39,761 $10.7M 0.33% +1,508 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: 70,152 shares; 2024Q4: 69,291 shares; 2025Q1: 69,823 shares; 2025Q2: 71,251 shares; 2025Q3: 70,970 shares; 2025Q4: 70,538 shares; 2026Q1: 71,336 shares; 2026Q2: 68,471 shares 68,471 $10.7M 0.33% -2,865 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: 81,888 shares; 2024Q4: 80,426 shares; 2025Q1: 78,243 shares; 2025Q2: 77,915 shares; 2025Q3: 78,732 shares; 2025Q4: 76,739 shares; 2026Q1: 81,622 shares; 2026Q2: 83,418 shares 83,418 $10.4M 0.32% +1,796 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: 67,731 shares; 2024Q4: 66,327 shares; 2025Q1: 64,980 shares; 2025Q2: 64,990 shares; 2025Q3: 64,836 shares; 2025Q4: 64,317 shares; 2026Q1: 64,288 shares; 2026Q2: 62,249 shares 62,249 $10.2M 0.32% -2,039 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,678 shares; 2024Q4: 31,229 shares; 2025Q1: 30,343 shares; 2025Q2: 31,146 shares; 2025Q3: 30,993 shares; 2025Q4: 30,522 shares; 2026Q1: 31,747 shares; 2026Q2: 31,641 shares 31,641 $9.91M 0.31% -106 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: 101,121 shares; 2024Q4: 103,909 shares; 2025Q1: 110,808 shares; 2025Q2: 108,843 shares; 2025Q3: 120,192 shares; 2025Q4: 123,691 shares; 2026Q1: 174,848 shares; 2026Q2: 176,841 shares 176,841 $9.48M 0.29% +1,993 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,932 shares; 2024Q4: 103,242 shares; 2025Q1: 104,378 shares; 2025Q2: 103,869 shares; 2025Q3: 116,221 shares; 2025Q4: 115,705 shares; 2026Q1: 116,770 shares; 2026Q2: 113,939 shares 113,939 $9.41M 0.29% -2,831 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: 12,171 shares; 2024Q4: 12,346 shares; 2025Q1: 12,471 shares; 2025Q2: 12,471 shares; 2025Q3: 12,372 shares; 2025Q4: 12,443 shares; 2026Q1: 12,649 shares; 2026Q2: 12,474 shares 12,474 $9.34M 0.29% -175 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,462 shares; 2025Q2: 154,459 shares; 2025Q3: 153,111 shares; 2025Q4: 152,055 shares; 2026Q1: 151,385 shares; 2026Q2: 144,972 shares 144,972 $8.9M 0.28% -6,413 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: 26,918 shares; 2024Q4: 24,039 shares; 2025Q1: 23,444 shares; 2025Q2: 24,285 shares; 2025Q3: 25,521 shares; 2025Q4: 24,910 shares; 2026Q1: 25,059 shares; 2026Q2: 25,028 shares 25,028 $8.84M 0.27% -31 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 98,991 shares; 2025Q1: 109,383 shares; 2025Q2: 131,863 shares; 2025Q3: 134,840 shares; 2025Q4: 98,826 shares; 2026Q1: 121,598 shares; 2026Q2: 116,970 shares 116,970 $8.66M 0.27% -4,628 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: 203,611 shares; 2024Q4: 200,851 shares; 2025Q1: 201,035 shares; 2025Q2: 198,650 shares; 2025Q3: 202,245 shares; 2025Q4: 200,313 shares; 2026Q1: 200,271 shares; 2026Q2: 201,380 shares 201,380 $8.53M 0.26% +1,109 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,886 shares; 2024Q4: 26,745 shares; 2025Q1: 26,556 shares; 2025Q2: 25,551 shares; 2025Q3: 26,241 shares; 2025Q4: 26,058 shares; 2026Q1: 25,925 shares; 2026Q2: 104,130 shares 104,130 $8.39M 0.26% +78,205 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,210 shares; 2024Q4: 59,880 shares; 2025Q1: 58,376 shares; 2025Q2: 58,067 shares; 2025Q3: 57,772 shares; 2025Q4: 57,505 shares; 2026Q1: 60,326 shares; 2026Q2: 59,816 shares 59,816 $8.19M 0.25% -510 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,199 shares; 2024Q4: 124,673 shares; 2025Q1: 120,955 shares; 2025Q2: 120,152 shares; 2025Q3: 110,826 shares; 2025Q4: 110,174 shares; 2026Q1: 110,676 shares; 2026Q2: 102,188 shares 102,188 $8.08M 0.25% -8,488 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: 32,442 shares; 2024Q4: 34,229 shares; 2025Q1: 34,486 shares; 2025Q2: 36,928 shares; 2025Q3: 38,714 shares; 2025Q4: 37,954 shares; 2026Q1: 41,670 shares; 2026Q2: 39,187 shares 39,187 $8.03M 0.25% -2,483 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: 76,094 shares; 2024Q4: 75,790 shares; 2025Q1: 74,429 shares; 2025Q2: 66,568 shares; 2025Q3: 63,242 shares; 2025Q4: 60,353 shares; 2026Q1: 55,706 shares; 2026Q2: 52,695 shares 52,695 $7.97M 0.25% -3,011 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: 46,779 shares; 2024Q4: 46,858 shares; 2025Q1: 44,985 shares; 2025Q2: 45,682 shares; 2025Q3: 46,016 shares; 2025Q4: 57,883 shares; 2026Q1: 58,371 shares; 2026Q2: 57,231 shares 57,231 $7.82M 0.24% -1,140 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 35,573 shares 35,573 $7.79M 0.24% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,005 shares 35,005 $7.77M 0.24% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,324 shares; 2025Q1: 79,052 shares; 2025Q2: 82,150 shares; 2025Q3: 87,139 shares; 2025Q4: 88,014 shares; 2026Q1: 99,596 shares; 2026Q2: 92,886 shares 92,886 $7.36M 0.23% -6,710 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: 30,016 shares; 2024Q4: 30,143 shares; 2025Q1: 29,112 shares; 2025Q2: 28,661 shares; 2025Q3: 31,308 shares; 2025Q4: 30,298 shares; 2026Q1: 29,797 shares; 2026Q2: 28,765 shares 28,765 $7.24M 0.22% -1,032 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,213 shares; 2024Q4: 137,686 shares; 2025Q1: 138,249 shares; 2025Q2: 133,654 shares; 2025Q3: 135,304 shares; 2025Q4: 138,504 shares; 2026Q1: 140,878 shares; 2026Q2: 136,492 shares 136,492 $6.92M 0.21% -4,386 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: 95,084 shares; 2024Q4: 94,435 shares; 2025Q1: 92,144 shares; 2025Q2: 91,570 shares; 2025Q3: 93,748 shares; 2025Q4: 92,454 shares; 2026Q1: 91,177 shares; 2026Q2: 88,382 shares 88,382 $6.91M 0.21% -2,795 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: 329,946 shares; 2024Q4: 322,477 shares; 2025Q1: 317,332 shares; 2025Q2: 319,131 shares; 2025Q3: 318,994 shares; 2025Q4: 307,184 shares; 2026Q1: 301,415 shares; 2026Q2: 280,405 shares 280,405 $6.75M 0.21% -21,010 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,069 shares; 2024Q4: 239,746 shares; 2025Q1: 80,607 shares; 2025Q2: 61,512 shares; 2025Q3: 59,755 shares; 2025Q4: 56,428 shares; 2026Q1: 54,586 shares; 2026Q2: 52,495 shares 52,495 $6.69M 0.21% -2,091 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,826 shares; 2024Q4: 23,417 shares; 2025Q1: 22,709 shares; 2025Q2: 19,330 shares; 2025Q3: 19,357 shares; 2025Q4: 19,364 shares; 2026Q1: 19,345 shares; 2026Q2: 18,998 shares 18,998 $5.76M 0.18% -347 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,485 shares; 2024Q4: 16,105 shares; 2025Q1: 16,080 shares; 2025Q2: 16,025 shares; 2025Q3: 15,955 shares; 2025Q4: 15,955 shares; 2026Q1: 15,778 shares; 2026Q2: 14,960 shares 14,960 $5.14M 0.16% -818 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: 13,360 shares; 2024Q4: 13,426 shares; 2025Q1: 13,604 shares; 2025Q2: 13,605 shares; 2025Q3: 14,538 shares; 2025Q4: 16,338 shares; 2026Q1: 16,744 shares; 2026Q2: 16,304 shares 16,304 $4.58M 0.14% -440 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 4,295 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,131 shares; 2025Q4: 4,123 shares; 2026Q1: 4,127 shares; 2026Q2: 4,101 shares 4,101 $4.37M 0.14% -26 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,852 shares; 2024Q4: 60,128 shares; 2025Q1: 176,742 shares; 2025Q2: 189,182 shares; 2025Q3: 190,042 shares; 2025Q4: 158,907 shares; 2026Q1: 158,517 shares; 2026Q2: 151,755 shares 151,755 $4.28M 0.13% -6,762 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: 31,109 shares; 2024Q4: 31,420 shares; 2025Q1: 28,730 shares; 2025Q2: 29,360 shares; 2025Q3: 29,877 shares; 2025Q4: 29,001 shares; 2026Q1: 34,430 shares; 2026Q2: 33,197 shares 33,197 $4.27M 0.13% -1,233 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,104 shares; 2024Q4: 75,104 shares; 2025Q1: 75,104 shares; 2025Q2: 75,104 shares; 2025Q3: 75,104 shares; 2025Q4: 75,104 shares; 2026Q1: 75,104 shares; 2026Q2: 75,104 shares 75,104 $4.13M 0.13% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,380 shares; 2024Q4: 7,113 shares; 2025Q1: 6,926 shares; 2025Q2: 6,876 shares; 2025Q3: 6,679 shares; 2025Q4: 6,574 shares; 2026Q1: 6,574 shares; 2026Q2: 6,493 shares 6,493 $4.12M 0.13% -81 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,465 shares; 2024Q4: 72,580 shares; 2025Q1: 71,340 shares; 2025Q2: 71,310 shares; 2025Q3: 72,911 shares; 2025Q4: 55,184 shares; 2026Q1: 59,023 shares; 2026Q2: 57,107 shares 57,107 $4.1M 0.13% -1,916 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,892 shares; 2024Q4: 9,992 shares; 2025Q1: 9,996 shares; 2025Q2: 9,961 shares; 2025Q3: 9,427 shares; 2025Q4: 9,249 shares; 2026Q1: 8,637 shares; 2026Q2: 8,562 shares 8,562 $3.65M 0.11% -75 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,983 shares; 2024Q4: 6,053 shares; 2025Q1: 5,001 shares; 2025Q2: 4,736 shares; 2025Q3: 6,012 shares; 2025Q4: 6,032 shares; 2026Q1: 7,080 shares; 2026Q2: 8,988 shares 8,988 $3.36M 0.1% +1,908 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,677 shares; 2024Q4: 31,732 shares; 2025Q1: 30,468 shares; 2025Q2: 30,193 shares; 2025Q3: 29,003 shares; 2025Q4: 57,013 shares; 2026Q1: 57,262 shares; 2026Q2: 57,998 shares 57,998 $3.08M 0.1% +736 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: 46,228 shares; 2024Q4: 17,182 shares; 2025Q1: 14,043 shares; 2025Q2: 11,981 shares; 2025Q3: 11,799 shares; 2025Q4: 11,200 shares; 2026Q1: 11,245 shares; 2026Q2: 8,486 shares 8,486 $3.07M 0.1% -2,759 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: 17,535 shares; 2024Q4: 18,045 shares; 2025Q1: 19,174 shares; 2025Q2: 19,257 shares; 2025Q3: 19,733 shares; 2025Q4: 19,491 shares; 2026Q1: 21,070 shares; 2026Q2: 20,901 shares 20,901 $3.06M 0.1% -169 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,630 shares; 2026Q1: 217,813 shares; 2026Q2: 200,736 shares 200,736 $3.01M 0.09% -17,077 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,286 shares; 2024Q4: 17,160 shares; 2025Q1: 16,109 shares; 2025Q2: 18,206 shares; 2025Q3: 18,610 shares; 2025Q4: 12,794 shares; 2026Q1: 13,587 shares; 2026Q2: 14,079 shares 14,079 $3M 0.09% +492 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,782 shares; 2024Q4: 23,366 shares; 2025Q1: 22,431 shares; 2025Q2: 20,225 shares; 2025Q3: 22,975 shares; 2025Q4: 22,975 shares; 2026Q1: 22,888 shares; 2026Q2: 21,302 shares 21,302 $2.97M 0.09% -1,586 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: 2,359 shares; 2024Q4: 2,208 shares; 2025Q1: 1,839 shares; 2025Q2: 1,702 shares; 2025Q3: 9,418 shares; 2025Q4: 9,417 shares; 2026Q1: 8,305 shares; 2026Q2: 8,308 shares 8,308 $2.94M 0.09% +3 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: 91,982 shares; 2024Q4: 89,738 shares; 2025Q1: 89,031 shares; 2025Q2: 89,928 shares; 2025Q3: 89,071 shares; 2025Q4: 88,049 shares; 2026Q1: 82,795 shares; 2026Q2: 75,374 shares 75,374 $2.93M 0.09% -7,421 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 1,702 shares; 2025Q1: 1,457 shares; 2025Q2: 1,363 shares; 2025Q3: 1,628 shares; 2025Q4: 1,633 shares; 2026Q1: 1,959 shares; 2026Q2: 2,436 shares 2,436 $2.86M 0.09% +477 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: 260,537 shares; 2024Q4: 249,294 shares; 2025Q1: 243,955 shares; 2025Q2: 237,638 shares; 2025Q3: 234,147 shares; 2025Q4: 116,613 shares; 2026Q1: 115,121 shares; 2026Q2: 107,517 shares 107,517 $2.64M 0.08% -7,604 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: 30,367 shares; 2024Q4: 29,064 shares; 2025Q1: 28,938 shares; 2025Q2: 29,069 shares; 2025Q3: 28,800 shares; 2025Q4: 26,696 shares; 2026Q1: 27,066 shares; 2026Q2: 31,120 shares 31,120 $2.53M 0.08% +4,054 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: 19,920 shares; 2024Q4: 38,676 shares; 2025Q1: 36,281 shares; 2025Q2: 36,230 shares; 2025Q3: 36,174 shares; 2025Q4: 35,210 shares; 2026Q1: 35,210 shares; 2026Q2: 35,210 shares 35,210 $2.51M 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,843 shares; 2024Q4: 11,213 shares; 2025Q1: 9,911 shares; 2025Q2: 9,301 shares; 2025Q3: 9,271 shares; 2025Q4: 9,295 shares; 2026Q1: 9,047 shares; 2026Q2: 9,191 shares 9,191 $2.5M 0.08% +144 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,792 shares; 2024Q4: 97,546 shares; 2025Q1: 99,165 shares; 2025Q2: 97,854 shares; 2025Q3: 96,314 shares; 2025Q4: 98,956 shares; 2026Q1: 97,742 shares; 2026Q2: 93,283 shares 93,283 $2.47M 0.08% -4,459 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,292 shares; 2024Q4: 6,352 shares; 2025Q1: 6,488 shares; 2025Q2: 6,353 shares; 2025Q3: 10,909 shares; 2025Q4: 10,443 shares; 2026Q1: 9,870 shares; 2026Q2: 9,870 shares 9,870 $2.15M 0.07% 0 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: 10,993 shares; 2024Q4: 10,985 shares; 2025Q1: 10,714 shares; 2025Q2: 10,915 shares; 2025Q3: 11,175 shares; 2025Q4: 10,990 shares; 2026Q1: 10,799 shares; 2026Q2: 10,047 shares 10,047 $2.1M 0.07% -752 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: 13,743 shares; 2024Q4: 12,653 shares; 2025Q1: 12,449 shares; 2025Q2: 11,858 shares; 2025Q3: 11,428 shares; 2025Q4: 11,428 shares; 2026Q1: 11,343 shares; 2026Q2: 8,078 shares 8,078 $2.08M 0.06% -3,265 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: 13,202 shares; 2024Q4: 13,082 shares; 2025Q1: 12,154 shares; 2025Q2: 12,485 shares; 2025Q3: 11,548 shares; 2025Q4: 11,395 shares; 2026Q1: 12,468 shares; 2026Q2: 12,393 shares 12,393 $2.05M 0.06% -75 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,362 shares; 2024Q4: 15,034 shares; 2025Q1: 14,369 shares; 2025Q2: 14,369 shares; 2025Q3: 14,369 shares; 2025Q4: 14,428 shares; 2026Q1: 13,969 shares; 2026Q2: 11,786 shares 11,786 $1.84M 0.06% -2,183 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,575 shares; 2025Q1: 19,035 shares; 2025Q2: 19,035 shares; 2025Q3: 19,050 shares; 2025Q4: 19,050 shares; 2026Q1: 19,050 shares; 2026Q2: 24,040 shares 24,040 $1.76M 0.05% +4,990 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,478 shares; 2025Q1: 5,398 shares; 2025Q2: 5,344 shares; 2025Q3: 5,574 shares; 2025Q4: 5,497 shares; 2026Q1: 5,405 shares; 2026Q2: 5,131 shares 5,131 $1.74M 0.05% -274 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,852 shares; 2024Q4: 62,765 shares; 2025Q1: 60,517 shares; 2025Q2: 57,490 shares; 2025Q3: 51,557 shares; 2025Q4: 50,543 shares; 2026Q1: 49,041 shares; 2026Q2: 42,375 shares 42,375 $1.64M 0.05% -6,666 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,156 shares; 2024Q4: 6,114 shares; 2025Q1: 6,078 shares; 2025Q2: 6,068 shares; 2025Q3: 6,151 shares; 2025Q4: 6,100 shares; 2026Q1: 6,700 shares; 2026Q2: 6,460 shares 6,460 $1.59M 0.05% -240 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,637 shares; 2024Q4: 31,637 shares; 2025Q1: 31,655 shares; 2025Q2: 31,598 shares; 2025Q3: 35,248 shares; 2025Q4: 34,032 shares; 2026Q1: 33,316 shares; 2026Q2: 33,316 shares 33,316 $1.58M 0.05% 0 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: 430,964 shares; 2024Q4: 194,571 shares; 2025Q1: 106,314 shares; 2025Q2: 101,436 shares; 2025Q3: 90,143 shares; 2025Q4: 99,129 shares; 2026Q1: 98,787 shares; 2026Q2: 74,487 shares 74,487 $1.54M 0.05% -24,300 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,975 shares; 2024Q4: 5,281 shares; 2025Q1: 3,181 shares; 2025Q2: 3,216 shares; 2025Q3: 3,776 shares; 2025Q4: 3,776 shares; 2026Q1: 4,111 shares; 2026Q2: 3,836 shares 3,836 $1.41M 0.04% -275 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 690 shares; 2025Q1: 856 shares; 2025Q2: 887 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,731 shares; 2026Q2: 1,902 shares 1,902 $1.4M 0.04% +171 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,324 shares; 2024Q4: 1,331 shares; 2025Q1: 1,005 shares; 2025Q2: 15,075 shares; 2025Q3: 15,075 shares; 2025Q4: 15,075 shares; 2026Q1: 15,075 shares; 2026Q2: 15,075 shares 15,075 $1.39M 0.04% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,810 shares; 2026Q2: 46,960 shares 46,960 $1.38M 0.04% +150 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: 17,628 shares; 2024Q4: 26,703 shares; 2025Q1: 26,630 shares; 2025Q2: 24,335 shares; 2025Q3: 24,271 shares; 2025Q4: 23,850 shares; 2026Q1: 22,469 shares; 2026Q2: 23,013 shares 23,013 $1.37M 0.04% +544 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,015 shares; 2024Q4: 25,527 shares; 2025Q1: 18,151 shares; 2025Q2: 17,588 shares; 2025Q3: 17,173 shares; 2025Q4: 15,965 shares; 2026Q1: 13,225 shares; 2026Q2: 12,389 shares 12,389 $1.36M 0.04% -836 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,438 shares; 2024Q4: 28,438 shares; 2025Q1: 28,438 shares; 2025Q2: 28,438 shares; 2025Q3: 28,438 shares; 2025Q4: 28,438 shares; 2026Q1: 28,438 shares; 2026Q2: 28,438 shares 28,438 $1.26M 0.04% 0 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: 1,556 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 1,573 shares; 2025Q3: 1,577 shares; 2025Q4: 1,677 shares; 2026Q1: 1,646 shares; 2026Q2: 1,642 shares 1,642 $1.19M 0.04% -4 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: 12,736 shares; 2024Q4: 12,035 shares; 2025Q1: 11,344 shares; 2025Q2: 11,103 shares; 2025Q3: 10,429 shares; 2025Q4: 10,388 shares; 2026Q1: 10,667 shares; 2026Q2: 12,066 shares 12,066 $1.16M 0.04% +1,399 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,933 shares; 2024Q4: 14,260 shares; 2025Q1: 13,752 shares; 2025Q2: 13,539 shares; 2025Q3: 12,242 shares; 2025Q4: 12,211 shares; 2026Q1: 11,723 shares; 2026Q2: 11,619 shares 11,619 $1.14M 0.04% -104 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: 4,648 shares; 2024Q4: 4,995 shares; 2025Q1: 4,687 shares; 2025Q2: 5,161 shares; 2025Q3: 4,151 shares; 2025Q4: 3,936 shares; 2026Q1: 3,958 shares; 2026Q2: 3,375 shares 3,375 $1.14M 0.04% -583 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: 203,400 shares; 2024Q4: 193,521 shares; 2025Q1: 183,042 shares; 2025Q2: 28,404 shares; 2025Q3: 27,409 shares; 2025Q4: 19,066 shares; 2026Q1: 17,573 shares; 2026Q2: 13,125 shares 13,125 $1.1M 0.03% -4,448 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; 2024Q3: 6,886 shares; 2024Q4: 6,886 shares; 2025Q1: 5,586 shares; 2025Q2: 5,586 shares; 2025Q3: 5,586 shares; 2025Q4: 5,586 shares; 2026Q1: 5,586 shares; 2026Q2: 8,586 shares 8,586 $1.08M 0.03% +3,000 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,884 shares; 2024Q4: 208,355 shares; 2025Q1: 197,232 shares; 2025Q2: 186,664 shares; 2025Q3: 173,423 shares; 2025Q4: 63,353 shares; 2026Q1: 41,461 shares; 2026Q2: 25,071 shares 25,071 $1.08M 0.03% -16,390 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,811 shares; 2024Q4: 5,811 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares; 2026Q1: 4,815 shares; 2026Q2: 4,815 shares 4,815 $1.06M 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,002 shares; 2024Q4: 7,402 shares; 2025Q1: 6,992 shares; 2025Q2: 6,786 shares; 2025Q3: 11,311 shares; 2025Q4: 11,097 shares; 2026Q1: 11,628 shares; 2026Q2: 11,385 shares 11,385 $1.04M 0.03% -243 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 1,210 shares; 2025Q1: 1,345 shares; 2025Q2: 1,346 shares; 2025Q3: 1,334 shares; 2025Q4: 5,296 shares; 2026Q1: 3,813 shares; 2026Q2: 3,725 shares 3,725 $1.03M 0.03% -88 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: 792 shares; 2024Q4: 914 shares; 2025Q1: 677 shares; 2025Q2: 853 shares; 2025Q3: 898 shares; 2025Q4: 897 shares; 2026Q1: 983 shares; 2026Q2: 1,009 shares 1,009 $1.02M 0.03% +26 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,429 shares; 2024Q4: 7,989 shares; 2025Q1: 7,864 shares; 2025Q2: 7,862 shares; 2025Q3: 5,962 shares; 2025Q4: 5,736 shares; 2026Q1: 6,236 shares; 2026Q2: 5,993 shares 5,993 $1.02M 0.03% -243 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; 2024Q3: 1,939 shares; 2024Q4: 3,759 shares; 2025Q1: 3,759 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,745 shares; 2026Q2: 17,458 shares 17,458 $1.01M 0.03% +713 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: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,526 shares; 2025Q2: 1,550 shares; 2025Q3: 1,814 shares; 2025Q4: 1,956 shares; 2026Q1: 1,889 shares; 2026Q2: 1,948 shares 1,948 $1M 0.03% +59 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,785 shares; 2024Q4: 3,760 shares; 2025Q1: 3,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,505 shares; 2025Q4: 7,360 shares; 2026Q1: 10,402 shares; 2026Q2: 10,402 shares 10,402 $996K 0.03% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,386 shares; 2024Q4: 6,386 shares; 2025Q1: 6,386 shares; 2025Q2: 6,386 shares; 2025Q3: 6,386 shares; 2025Q4: 6,386 shares; 2026Q1: 7,583 shares; 2026Q2: 7,895 shares 7,895 $982K 0.03% +312 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 1,972 shares; 2025Q1: 1,932 shares; 2025Q2: not reported; 2025Q3: 3,031 shares; 2025Q4: 3,031 shares; 2026Q1: 11,648 shares; 2026Q2: 12,704 shares 12,704 $972K 0.03% +1,056 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: 22,750 shares; 2024Q4: 20,722 shares; 2025Q1: 10,732 shares; 2025Q2: 10,675 shares; 2025Q3: 10,648 shares; 2025Q4: 10,589 shares; 2026Q1: 11,860 shares; 2026Q2: 11,660 shares 11,660 $964K 0.03% -200 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,726 shares; 2024Q4: 8,792 shares; 2025Q1: 8,332 shares; 2025Q2: 7,686 shares; 2025Q3: 7,685 shares; 2025Q4: 7,251 shares; 2026Q1: 10,095 shares; 2026Q2: 9,234 shares 9,234 $955K 0.03% -861 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: 3,470 shares; 2024Q4: 3,540 shares; 2025Q1: 1,544 shares; 2025Q2: 1,847 shares; 2025Q3: 2,088 shares; 2025Q4: 2,053 shares; 2026Q1: 1,983 shares; 2026Q2: 1,988 shares 1,988 $949K 0.03% +5 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,630 shares; 2026Q2: 1,627 shares 1,627 $945K 0.03% -3 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,125 shares; 2024Q4: 9,955 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 5,906 shares; 2026Q1: 4,918 shares; 2026Q2: 4,918 shares 4,918 $937K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,302 shares; 2025Q4: 1,318 shares; 2026Q1: 1,305 shares; 2026Q2: 1,304 shares 1,304 $930K 0.03% -1 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,535 shares; 2024Q4: 4,735 shares; 2025Q1: 4,535 shares; 2025Q2: 5,840 shares; 2025Q3: 5,903 shares; 2025Q4: 5,903 shares; 2026Q1: 8,282 shares; 2026Q2: 7,884 shares 7,884 $924K 0.03% -398 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,111 shares; 2024Q4: 14,287 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares; 2025Q3: 12,812 shares; 2025Q4: 12,332 shares; 2026Q1: 13,539 shares; 2026Q2: 13,167 shares 13,167 $919K 0.03% -372 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: 12,944 shares; 2024Q4: 11,837 shares; 2025Q1: 11,462 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares; 2025Q4: 12,145 shares; 2026Q1: 11,822 shares; 2026Q2: 11,463 shares 11,463 $917K 0.03% -359 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: 7,861 shares; 2024Q4: 7,906 shares; 2025Q1: 6,601 shares; 2025Q2: 6,548 shares; 2025Q3: 10,944 shares; 2025Q4: 10,895 shares; 2026Q1: 12,047 shares; 2026Q2: 12,143 shares 12,143 $891K 0.03% +96 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,999 shares; 2024Q4: 9,999 shares; 2025Q1: 9,999 shares; 2025Q2: 9,999 shares; 2025Q3: 9,999 shares; 2025Q4: 9,989 shares; 2026Q1: 9,989 shares; 2026Q2: 9,989 shares 9,989 $890K 0.03% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,813 shares 5,813 $878K 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,454 shares; 2024Q4: 14,440 shares; 2025Q1: 14,432 shares; 2025Q2: 14,208 shares; 2025Q3: 14,934 shares; 2025Q4: 15,455 shares; 2026Q1: 15,273 shares; 2026Q2: 14,851 shares 14,851 $856K 0.03% -422 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,785 shares; 2025Q1: 1,579 shares; 2025Q2: 1,586 shares; 2025Q3: 1,766 shares; 2025Q4: 1,770 shares; 2026Q1: 1,993 shares; 2026Q2: 1,994 shares 1,994 $850K 0.03% +1 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: 6,819 shares; 2024Q4: 7,037 shares; 2025Q1: 6,625 shares; 2025Q2: 6,891 shares; 2025Q3: 6,169 shares; 2025Q4: 6,867 shares; 2026Q1: 6,662 shares; 2026Q2: 6,662 shares 6,662 $843K 0.03% 0 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: 11,685 shares; 2024Q4: 12,094 shares; 2025Q1: 10,206 shares; 2025Q2: 9,795 shares; 2025Q3: 9,795 shares; 2025Q4: 9,763 shares; 2026Q1: 9,635 shares; 2026Q2: 9,220 shares 9,220 $841K 0.03% -415 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,993 shares; 2024Q4: 11,993 shares; 2025Q1: 11,993 shares; 2025Q2: 11,993 shares; 2025Q3: 11,993 shares; 2025Q4: 11,993 shares; 2026Q1: 11,993 shares; 2026Q2: 11,993 shares 11,993 $838K 0.03% 0 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: 4,588 shares; 2024Q4: 4,577 shares; 2025Q1: 4,148 shares; 2025Q2: 4,771 shares; 2025Q3: 4,556 shares; 2025Q4: 4,571 shares; 2026Q1: 4,529 shares; 2026Q2: 4,399 shares 4,399 $838K 0.03% -130 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,669 shares; 2024Q4: 4,559 shares; 2025Q1: 4,474 shares; 2025Q2: 4,095 shares; 2025Q3: 4,938 shares; 2025Q4: 4,854 shares; 2026Q1: 6,223 shares; 2026Q2: 6,223 shares 6,223 $813K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,563 shares; 2024Q4: 10,818 shares; 2025Q1: 9,627 shares; 2025Q2: 9,313 shares; 2025Q3: 8,318 shares; 2025Q4: 8,018 shares; 2026Q1: 7,621 shares; 2026Q2: 7,307 shares 7,307 $808K 0.03% -314 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,549 shares; 2026Q2: 11,725 shares 11,725 $792K 0.02% +4,176 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,225 shares; 2024Q4: 5,225 shares; 2025Q1: 5,225 shares; 2025Q2: 5,225 shares; 2025Q3: 5,225 shares; 2025Q4: 5,225 shares; 2026Q1: 5,225 shares; 2026Q2: 5,266 shares 5,266 $765K 0.02% +41 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: 7,194 shares; 2024Q4: 7,479 shares; 2025Q1: 4,906 shares; 2025Q2: 4,904 shares; 2025Q3: 4,882 shares; 2025Q4: 4,889 shares; 2026Q1: 4,876 shares; 2026Q2: 4,206 shares 4,206 $761K 0.02% -670 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: 21,689 shares; 2024Q4: 17,255 shares; 2025Q1: 9,539 shares; 2025Q2: 6,315 shares; 2025Q3: 5,997 shares; 2025Q4: 5,553 shares; 2026Q1: 5,329 shares; 2026Q2: 4,625 shares 4,625 $734K 0.02% -704 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,046 shares; 2024Q4: 5,044 shares; 2025Q1: 5,039 shares; 2025Q2: 4,964 shares; 2025Q3: 4,965 shares; 2025Q4: 4,964 shares; 2026Q1: 4,961 shares; 2026Q2: 4,572 shares 4,572 $731K 0.02% -389 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,838 shares; 2026Q2: 12,891 shares 12,891 $728K 0.02% +5,053 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,442 shares; 2024Q4: 2,128 shares; 2025Q1: 1,898 shares; 2025Q2: 2,038 shares; 2025Q3: 4,265 shares; 2025Q4: 3,782 shares; 2026Q1: 3,288 shares; 2026Q2: 3,277 shares 3,277 $723K 0.02% -11 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,146 shares; 2024Q4: 6,121 shares; 2025Q1: 5,021 shares; 2025Q2: 4,753 shares; 2025Q3: 4,613 shares; 2025Q4: 4,633 shares; 2026Q1: 5,028 shares; 2026Q2: 4,993 shares 4,993 $715K 0.02% -35 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: 4,465 shares; 2024Q4: 4,665 shares; 2025Q1: 4,465 shares; 2025Q2: 4,581 shares; 2025Q3: 4,581 shares; 2025Q4: 4,543 shares; 2026Q1: 4,467 shares; 2026Q2: 4,467 shares 4,467 $700K 0.02% 0 Timeline FTCS 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: 16,148 shares; 2024Q4: 16,148 shares; 2025Q1: 10,950 shares; 2025Q2: 10,950 shares; 2025Q3: 10,950 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares 7,300 $686K 0.02% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $681K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 3,796 shares; 2025Q1: 3,627 shares; 2025Q2: 3,747 shares; 2025Q3: 3,747 shares; 2025Q4: 3,707 shares; 2026Q1: 3,667 shares; 2026Q2: 3,657 shares 3,657 $677K 0.02% -10 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: 1,394 shares; 2024Q4: 1,263 shares; 2025Q1: 1,257 shares; 2025Q2: 1,285 shares; 2025Q3: 1,465 shares; 2025Q4: 1,351 shares; 2026Q1: 1,609 shares; 2026Q2: 1,623 shares 1,623 $674K 0.02% +14 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares; 2026Q2: 1,788 shares 1,788 $663K 0.02% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 996 shares; 2025Q1: 1,024 shares; 2025Q2: 1,496 shares; 2025Q3: 1,851 shares; 2025Q4: 1,939 shares; 2026Q1: 2,060 shares; 2026Q2: 2,182 shares 2,182 $661K 0.02% +122 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,929 shares; 2024Q4: 5,179 shares; 2025Q1: 4,378 shares; 2025Q2: 4,430 shares; 2025Q3: 3,229 shares; 2025Q4: 3,238 shares; 2026Q1: 4,177 shares; 2026Q2: 3,901 shares 3,901 $632K 0.02% -276 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,722 shares; 2024Q4: 303,880 shares; 2025Q1: 292,041 shares; 2025Q2: 309,795 shares; 2025Q3: 311,195 shares; 2025Q4: 304,599 shares; 2026Q1: 132,033 shares; 2026Q2: 42,879 shares 42,879 $629K 0.02% -89,154 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,225 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,605 shares; 2025Q3: 5,805 shares; 2025Q4: 5,472 shares; 2026Q1: 5,170 shares; 2026Q2: 5,170 shares 5,170 $628K 0.02% 0 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: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: not reported; 2025Q3: 2,950 shares; 2025Q4: 2,763 shares; 2026Q1: 2,396 shares; 2026Q2: 2,091 shares 2,091 $623K 0.02% -305 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 3,000 shares 3,000 $608K 0.02% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,472 shares; 2024Q4: 4,472 shares; 2025Q1: 4,472 shares; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares; 2025Q4: 4,286 shares; 2026Q1: 3,671 shares; 2026Q2: 3,671 shares 3,671 $604K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: 2,520 shares; 2025Q1: 473 shares; 2025Q2: not reported; 2025Q3: 1,980 shares; 2025Q4: 1,954 shares; 2026Q1: 1,917 shares; 2026Q2: 1,916 shares 1,916 $603K 0.02% -1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,114 shares; 2025Q1: 1,103 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,100 shares; 2026Q1: 1,150 shares; 2026Q2: 1,158 shares 1,158 $590K 0.02% +8 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 3,825 shares; 2026Q2: 3,825 shares 3,825 $588K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,811 shares; 2024Q4: 3,767 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares; 2026Q2: 4,350 shares 4,350 $576K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,937 shares; 2024Q4: 5,950 shares; 2025Q1: 5,343 shares; 2025Q2: 5,405 shares; 2025Q3: 5,304 shares; 2025Q4: 5,313 shares; 2026Q1: 5,536 shares; 2026Q2: 5,544 shares 5,544 $576K 0.02% +8 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,543 shares; 2025Q3: 1,499 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares; 2026Q2: 6,624 shares 6,624 $571K 0.02% +5,520 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,249 shares; 2024Q4: 6,249 shares; 2025Q1: 6,249 shares; 2025Q2: 6,249 shares; 2025Q3: 8,599 shares; 2025Q4: 8,599 shares; 2026Q1: 8,284 shares; 2026Q2: 8,284 shares 8,284 $567K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 5,834 shares; 2025Q3: 6,524 shares; 2025Q4: 7,100 shares; 2026Q1: 6,421 shares; 2026Q2: 7,186 shares 7,186 $557K 0.02% +765 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,225 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,200 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares; 2026Q2: 2,173 shares 2,173 $556K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,169 shares; 2026Q2: 6,252 shares 6,252 $549K 0.02% +2,083 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,242 shares; 2024Q4: 4,392 shares; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares; 2025Q3: 4,953 shares; 2025Q4: 4,953 shares; 2026Q1: 4,937 shares; 2026Q2: 4,937 shares 4,937 $542K 0.02% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,581 shares; 2024Q4: 9,256 shares; 2025Q1: 7,614 shares; 2025Q2: 6,423 shares; 2025Q3: 6,223 shares; 2025Q4: 5,631 shares; 2026Q1: 5,577 shares; 2026Q2: 5,230 shares 5,230 $534K 0.02% -347 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,410 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,825 shares; 2025Q3: 6,410 shares; 2025Q4: 6,410 shares; 2026Q1: 6,410 shares; 2026Q2: 6,410 shares 6,410 $528K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: 532 shares; 2025Q4: 499 shares; 2026Q1: 466 shares; 2026Q2: 463 shares 463 $525K 0.02% -3 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,324 shares; 2024Q4: 10,972 shares; 2025Q1: 5,554 shares; 2025Q2: 6,823 shares; 2025Q3: 5,073 shares; 2025Q4: 5,343 shares; 2026Q1: 5,843 shares; 2026Q2: 6,459 shares 6,459 $513K 0.02% +616 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: 1,750 shares; 2024Q4: 1,450 shares; 2025Q1: 1,150 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,822 shares 1,822 $508K 0.02% +47 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,925 shares; 2025Q1: 4,125 shares; 2025Q2: 4,125 shares; 2025Q3: 4,170 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares; 2026Q2: 4,170 shares 4,170 $506K 0.02% 0 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $503K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 969 shares; 2025Q1: 899 shares; 2025Q2: 870 shares; 2025Q3: 869 shares; 2025Q4: 1,419 shares; 2026Q1: 1,418 shares; 2026Q2: 1,518 shares 1,518 $501K 0.02% +100 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,520 shares; 2026Q2: 13,583 shares 13,583 $501K 0.02% +63 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: 3,250 shares; 2024Q4: 2,700 shares; 2025Q1: 1,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,898 shares; 2026Q1: 3,363 shares; 2026Q2: 3,548 shares 3,548 $497K 0.02% +185 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,963 shares; 2024Q4: 4,963 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,872 shares; 2025Q4: 5,391 shares; 2026Q1: 5,369 shares; 2026Q2: 5,365 shares 5,365 $492K 0.02% -4 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $475K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,510 shares; 2024Q4: 7,510 shares; 2025Q1: 7,510 shares; 2025Q2: 7,510 shares; 2025Q3: 7,510 shares; 2025Q4: 7,510 shares; 2026Q1: 6,510 shares; 2026Q2: 6,285 shares 6,285 $475K 0.01% -225 Timeline SPMD 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: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,979 shares; 2026Q2: 6,799 shares 6,799 $459K 0.01% -180 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: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 1,597 shares; 2026Q1: 1,464 shares; 2026Q2: 1,060 shares 1,060 $459K 0.01% -404 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: 2,281 shares; 2024Q4: 1,701 shares; 2025Q1: 1,583 shares; 2025Q2: 1,558 shares; 2025Q3: 1,745 shares; 2025Q4: 1,662 shares; 2026Q1: 1,584 shares; 2026Q2: 1,557 shares 1,557 $456K 0.01% -27 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: 9,206 shares; 2024Q4: 9,634 shares; 2025Q1: 7,025 shares; 2025Q2: 7,030 shares; 2025Q3: 7,318 shares; 2025Q4: 7,285 shares; 2026Q1: 7,271 shares; 2026Q2: 6,299 shares 6,299 $453K 0.01% -972 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares; 2026Q1: 1,852 shares; 2026Q2: 1,852 shares 1,852 $449K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 994 shares; 2025Q1: 943 shares; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 1,879 shares; 2026Q1: 2,417 shares; 2026Q2: 2,411 shares 2,411 $446K 0.01% -6 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,495 shares; 2025Q1: 1,510 shares; 2025Q2: 3,355 shares; 2025Q3: 3,357 shares; 2025Q4: 3,077 shares; 2026Q1: 3,073 shares; 2026Q2: 2,208 shares 2,208 $443K 0.01% -865 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: 225 shares; 2024Q4: 425 shares; 2025Q1: 2,410 shares; 2025Q2: 5,985 shares; 2025Q3: 5,985 shares; 2025Q4: 5,985 shares; 2026Q1: 6,115 shares; 2026Q2: 6,115 shares 6,115 $442K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,200 shares; 2025Q4: 11,466 shares; 2026Q1: 10,733 shares; 2026Q2: 13,757 shares 13,757 $440K 0.01% +3,024 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $437K 0.01% 0 Timeline CMNIX CALAMOS INVT TR NEW MKT NEUTRA More: the full row for CALAMOS INVT TR NEW MKT NEUTRA 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: 17,607 shares; 2026Q2: 26,799 shares 26,799 $432K 0.01% +9,192 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: 6,757 shares; 2024Q4: 6,176 shares; 2025Q1: 3,004 shares; 2025Q2: 2,927 shares; 2025Q3: 3,711 shares; 2025Q4: 3,221 shares; 2026Q1: 3,855 shares; 2026Q2: 4,010 shares 4,010 $431K 0.01% +155 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,943 shares; 2024Q4: 52,620 shares; 2025Q1: 4,561 shares; 2025Q2: 2,002 shares; 2025Q3: 1,978 shares; 2025Q4: 1,249 shares; 2026Q1: 2,097 shares; 2026Q2: 1,927 shares 1,927 $417K 0.01% -170 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,725 shares 9,725 $409K 0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,676 shares; 2024Q4: 8,750 shares; 2025Q1: 7,486 shares; 2025Q2: 4,628 shares; 2025Q3: 4,557 shares; 2025Q4: 4,251 shares; 2026Q1: 3,499 shares; 2026Q2: 3,446 shares 3,446 $407K 0.01% -53 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: 718 shares; 2024Q4: 718 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 991 shares; 2025Q4: 1,340 shares; 2026Q1: 1,339 shares; 2026Q2: 1,339 shares 1,339 $389K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,885 shares; 2024Q4: 7,885 shares; 2025Q1: 7,885 shares; 2025Q2: 7,885 shares; 2025Q3: 7,885 shares; 2025Q4: 7,885 shares; 2026Q1: 7,885 shares; 2026Q2: 7,885 shares 7,885 $389K 0.01% 0 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: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,617 shares 1,617 $385K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,580 shares; 2024Q4: 4,575 shares; 2025Q1: 4,575 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares; 2025Q4: 697 shares; 2026Q1: 697 shares; 2026Q2: 2,930 shares 2,930 $364K 0.01% +2,233 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR 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: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $358K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,989 shares; 2024Q4: 6,989 shares; 2025Q1: 6,989 shares; 2025Q2: 6,989 shares; 2025Q3: 6,989 shares; 2025Q4: 6,989 shares; 2026Q1: 6,989 shares; 2026Q2: 6,989 shares 6,989 $358K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,630 shares; 2025Q3: 1,616 shares; 2025Q4: 1,615 shares; 2026Q1: 1,602 shares; 2026Q2: 1,678 shares 1,678 $358K 0.01% +76 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: 5,649 shares; 2024Q4: 6,042 shares; 2025Q1: 6,351 shares; 2025Q2: 6,705 shares; 2025Q3: 6,003 shares; 2025Q4: 6,286 shares; 2026Q1: 6,853 shares; 2026Q2: 6,499 shares 6,499 $352K 0.01% -354 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072 shares; 2024Q4: 1,064 shares; 2025Q1: 1,034 shares; 2025Q2: 1,027 shares; 2025Q3: 1,881 shares; 2025Q4: 1,529 shares; 2026Q1: 1,417 shares; 2026Q2: 1,176 shares 1,176 $351K 0.01% -241 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 660 shares; 2025Q1: 998 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,671 shares 3,671 $350K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,077 shares; 2024Q4: 3,850 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,584 shares; 2026Q1: 3,584 shares; 2026Q2: 3,584 shares 3,584 $346K 0.01% 0 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,814 shares; 2025Q1: 1,814 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,814 shares 1,814 $341K 0.01% new 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: 5,839 shares; 2024Q4: 5,834 shares; 2025Q1: 5,744 shares; 2025Q2: 5,743 shares; 2025Q3: 5,280 shares; 2025Q4: 5,230 shares; 2026Q1: 5,527 shares; 2026Q2: 4,625 shares 4,625 $337K 0.01% -902 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,469 shares; 2024Q4: 11,469 shares; 2025Q1: 4,365 shares; 2025Q2: 4,318 shares; 2025Q3: 4,233 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares; 2026Q2: 4,230 shares 4,230 $332K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,899 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: not reported; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares 1,454 $325K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,110 shares; 2026Q2: 864 shares 864 $324K 0.01% -1,246 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 647 shares; 2025Q3: 656 shares; 2025Q4: 663 shares; 2026Q1: 660 shares; 2026Q2: 612 shares 612 $318K 0.01% -48 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,529 shares; 2024Q4: 3,532 shares; 2025Q1: 2,858 shares; 2025Q2: 2,356 shares; 2025Q3: 4,390 shares; 2025Q4: 4,378 shares; 2026Q1: 4,323 shares; 2026Q2: 4,431 shares 4,431 $317K 0.01% +108 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,461 shares; 2025Q1: 1,936 shares; 2025Q2: 1,855 shares; 2025Q3: 1,905 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares; 2026Q2: 1,855 shares 1,855 $314K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $310K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,207 shares; 2026Q2: 2,249 shares 2,249 $308K 0.01% +42 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 8,560 shares; 2025Q1: 8,560 shares; 2025Q2: 8,278 shares; 2025Q3: 8,278 shares; 2025Q4: 8,278 shares; 2026Q1: 8,278 shares; 2026Q2: 7,062 shares 7,062 $301K 0.01% -1,216 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 496 shares 496 $278K 0.01% -14 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,594 shares; 2024Q4: 16,594 shares; 2025Q1: 12,294 shares; 2025Q2: 12,294 shares; 2025Q3: 12,294 shares; 2025Q4: 12,294 shares; 2026Q1: 12,294 shares; 2026Q2: 12,294 shares 12,294 $275K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,424 shares; 2024Q4: 9,153 shares; 2025Q1: 8,192 shares; 2025Q2: 7,381 shares; 2025Q3: 7,132 shares; 2025Q4: 6,974 shares; 2026Q1: 6,895 shares; 2026Q2: 6,680 shares 6,680 $274K 0.01% -215 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,005 shares 2,005 $268K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 698 shares; 2025Q1: 98 shares; 2025Q2: not reported; 2025Q3: 728 shares; 2025Q4: 734 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $267K 0.01% 0 Timeline XNTK 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 800 shares; 2026Q2: 679 shares 679 $265K 0.01% -121 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 858 shares 858 $260K 0.01% new Timeline XLP 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: 4,580 shares; 2024Q4: 4,580 shares; 2025Q1: 4,580 shares; 2025Q2: 3,724 shares; 2025Q3: 3,724 shares; 2025Q4: 3,606 shares; 2026Q1: 2,948 shares; 2026Q2: 3,064 shares 3,064 $255K 0.01% +116 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares; 2026Q1: 1,100 shares; 2026Q2: 1,115 shares 1,115 $253K 0.01% +15 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,622 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 997 shares 997 $251K 0.01% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,456 shares; 2025Q2: 4,456 shares; 2025Q3: 5,324 shares; 2025Q4: 5,324 shares; 2026Q1: 5,324 shares; 2026Q2: 5,324 shares 5,324 $245K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 569 shares; 2026Q1: not reported; 2026Q2: 985 shares 985 $245K 0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,902 shares; 2025Q4: 2,834 shares; 2026Q1: 2,702 shares; 2026Q2: 2,702 shares 2,702 $242K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 952 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,634 shares 1,634 $239K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,285 shares; 2024Q4: 2,170 shares; 2025Q1: 1,594 shares; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,301 shares; 2026Q2: 3,719 shares 3,719 $238K 0.01% +418 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $232K 0.01% 0 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: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 566 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 534 shares; 2026Q2: 552 shares 552 $229K 0.01% +18 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,266 shares; 2025Q1: 2,265 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,764 shares 2,764 $222K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,131 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $221K 0.01% new 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; 2024Q3: 3,679 shares; 2024Q4: 3,884 shares; 2025Q1: 3,162 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,408 shares 5,408 $219K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $216K 0.01% 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: 1,132 shares; 2024Q4: 1,255 shares; 2025Q1: 492 shares; 2025Q2: not reported; 2025Q3: 495 shares; 2025Q4: 485 shares; 2026Q1: not reported; 2026Q2: 510 shares 510 $215K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 105 shares; 2025Q1: 106 shares; 2025Q2: not reported; 2025Q3: 1,352 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,307 shares 1,307 $213K 0.01% new Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $213K 0.01% 0 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,000 shares; 2025Q2: 7,907 shares; 2025Q3: 7,907 shares; 2025Q4: 7,907 shares; 2026Q1: not reported; 2026Q2: 4,593 shares 4,593 $209K 0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,337 shares 1,337 $205K 0.01% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,700 shares; 2026Q1: not reported; 2026Q2: 5,025 shares 5,025 $204K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,227 shares; 2024Q4: 2,227 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,543 shares 1,543 $203K 0.01% -132 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,062 shares; 2024Q4: 13,062 shares; 2025Q1: 10,562 shares; 2025Q2: 9,362 shares; 2025Q3: 9,362 shares; 2025Q4: 9,362 shares; 2026Q1: 9,362 shares; 2026Q2: 9,362 shares 9,362 $203K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,861 shares; 2025Q1: 2,862 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,949 shares 2,949 $201K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,669 shares; 2026Q2: 2,364 shares 2,364 $200K 0.01% -305 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 827 shares 827 $200K 0.01% new Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP 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: 13,000 shares 13,000 $167K 0.01% new Timeline Calamos Aksia Alt Credit an… Calamos Aksia Alt Credit and In More: the full row for Calamos Aksia Alt Credit and 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: 12,230 shares 12,230 $129K <0.01% new