AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,921 shares; 2024Q4: 361,297 shares; 2025Q1: 360,722 shares; 2025Q2: 375,181 shares; 2025Q3: 378,099 shares; 2025Q4: 375,861 shares; 2026Q1: 375,212 shares; 2026Q2: 372,791 shares 372,791 $108M 3.69% -2,421 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: 141,344 shares; 2024Q4: 145,248 shares; 2025Q1: 944,561 shares; 2025Q2: 956,197 shares; 2025Q3: 966,136 shares; 2025Q4: 965,959 shares; 2026Q1: 946,955 shares; 2026Q2: 906,782 shares 906,782 $107M 3.64% -40,173 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: 360,199 shares; 2024Q4: 364,516 shares; 2025Q1: 362,012 shares; 2025Q2: 367,359 shares; 2025Q3: 370,508 shares; 2025Q4: 367,597 shares; 2026Q1: 365,933 shares; 2026Q2: 371,366 shares 371,366 $93.5M 3.2% +5,433 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: 305,937 shares; 2024Q4: 301,071 shares; 2025Q1: 284,147 shares; 2025Q2: 285,533 shares; 2025Q3: 285,172 shares; 2025Q4: 281,039 shares; 2026Q1: 277,004 shares; 2026Q2: 276,835 shares 276,835 $90.6M 3.1% -169 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: 345,797 shares; 2024Q4: 339,526 shares; 2025Q1: 372,781 shares; 2025Q2: 378,913 shares; 2025Q3: 383,400 shares; 2025Q4: 380,080 shares; 2026Q1: 359,007 shares; 2026Q2: 356,484 shares 356,484 $90.5M 3.1% -2,523 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: 543,575 shares; 2024Q4: 542,103 shares; 2025Q1: 522,020 shares; 2025Q2: 521,476 shares; 2025Q3: 518,150 shares; 2025Q4: 500,842 shares; 2026Q1: 463,345 shares; 2026Q2: 461,989 shares 461,989 $87.7M 3% -1,356 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: 322,975 shares; 2024Q4: 319,247 shares; 2025Q1: 301,213 shares; 2025Q2: 300,394 shares; 2025Q3: 301,260 shares; 2025Q4: 291,893 shares; 2026Q1: 294,802 shares; 2026Q2: 301,425 shares 301,425 $84.8M 2.9% +6,623 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,139,239 shares; 2024Q4: 1,035,624 shares; 2025Q1: 974,185 shares; 2025Q2: 974,158 shares; 2025Q3: 983,776 shares; 2025Q4: 1,003,503 shares; 2026Q1: 975,931 shares; 2026Q2: 959,733 shares 959,733 $83.3M 2.85% -16,198 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: 200,855 shares; 2024Q4: 201,277 shares; 2025Q1: 203,897 shares; 2025Q2: 204,974 shares; 2025Q3: 207,049 shares; 2025Q4: 206,681 shares; 2026Q1: 214,123 shares; 2026Q2: 219,788 shares 219,788 $82M 2.8% +5,665 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: 346,448 shares; 2024Q4: 351,061 shares; 2025Q1: 362,799 shares; 2025Q2: 375,898 shares; 2025Q3: 383,804 shares; 2025Q4: 386,404 shares; 2026Q1: 417,596 shares; 2026Q2: 413,112 shares 413,112 $76.3M 2.61% -4,484 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: 235,001 shares; 2024Q4: 237,479 shares; 2025Q1: 245,860 shares; 2025Q2: 252,853 shares; 2025Q3: 257,192 shares; 2025Q4: 263,129 shares; 2026Q1: 267,292 shares; 2026Q2: 255,512 shares 255,512 $76.2M 2.6% -11,780 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: 785,721 shares; 2024Q4: 780,346 shares; 2025Q1: 766,450 shares; 2025Q2: 767,455 shares; 2025Q3: 772,574 shares; 2025Q4: 779,260 shares; 2026Q1: 782,791 shares; 2026Q2: 787,841 shares 787,841 $75.4M 2.58% +5,050 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: 807,968 shares; 2024Q4: 802,465 shares; 2025Q1: 835,011 shares; 2025Q2: 850,837 shares; 2025Q3: 870,827 shares; 2025Q4: 869,421 shares; 2026Q1: 852,934 shares; 2026Q2: 858,202 shares 858,202 $75.3M 2.58% +5,268 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,155 shares; 2024Q4: 407,097 shares; 2025Q1: 398,679 shares; 2025Q2: 400,492 shares; 2025Q3: 402,235 shares; 2025Q4: 399,079 shares; 2026Q1: 396,491 shares; 2026Q2: 396,011 shares 396,011 $73.3M 2.51% -480 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: 386,666 shares; 2024Q4: 394,292 shares; 2025Q1: 410,177 shares; 2025Q2: 419,880 shares; 2025Q3: 427,227 shares; 2025Q4: 429,985 shares; 2026Q1: 430,312 shares; 2026Q2: 432,091 shares 432,091 $71.6M 2.45% +1,779 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: 514,753 shares; 2024Q4: 512,125 shares; 2025Q1: 527,239 shares; 2025Q2: 535,498 shares; 2025Q3: 544,075 shares; 2025Q4: 548,346 shares; 2026Q1: 524,383 shares; 2026Q2: 519,749 shares 519,749 $71.1M 2.43% -4,634 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: 170,044 shares; 2024Q4: 170,173 shares; 2025Q1: 172,569 shares; 2025Q2: 176,698 shares; 2025Q3: 178,824 shares; 2025Q4: 183,438 shares; 2026Q1: 190,518 shares; 2026Q2: 200,409 shares 200,409 $70.7M 2.42% +9,891 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: 483,941 shares; 2024Q4: 480,432 shares; 2025Q1: 474,075 shares; 2025Q2: 483,059 shares; 2025Q3: 482,412 shares; 2025Q4: 479,571 shares; 2026Q1: 466,282 shares; 2026Q2: 466,315 shares 466,315 $66.8M 2.28% +33 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,241,834 shares; 2024Q4: 1,247,422 shares; 2025Q1: 1,254,371 shares; 2025Q2: 1,298,835 shares; 2025Q3: 1,311,936 shares; 2025Q4: 1,324,063 shares; 2026Q1: 1,329,163 shares; 2026Q2: 1,339,362 shares 1,339,362 $66.7M 2.28% +10,199 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: 116,542 shares; 2024Q4: 117,754 shares; 2025Q1: 124,203 shares; 2025Q2: 126,912 shares; 2025Q3: 130,685 shares; 2025Q4: 132,684 shares; 2026Q1: 126,656 shares; 2026Q2: 130,241 shares 130,241 $66.4M 2.27% +3,585 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: 196,657 shares; 2024Q4: 199,402 shares; 2025Q1: 203,824 shares; 2025Q2: 206,004 shares; 2025Q3: 209,774 shares; 2025Q4: 212,229 shares; 2026Q1: 215,074 shares; 2026Q2: 224,805 shares 224,805 $60.8M 2.08% +9,731 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,046 shares; 2024Q4: 234,210 shares; 2025Q1: 225,825 shares; 2025Q2: 224,038 shares; 2025Q3: 226,514 shares; 2025Q4: 229,225 shares; 2026Q1: 253,012 shares; 2026Q2: 262,241 shares 262,241 $60.2M 2.06% +9,229 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: 499,289 shares; 2024Q4: 502,903 shares; 2025Q1: 513,393 shares; 2025Q2: 514,010 shares; 2025Q3: 522,697 shares; 2025Q4: 528,169 shares; 2026Q1: 529,096 shares; 2026Q2: 533,029 shares 533,029 $59M 2.02% +3,933 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: 622,482 shares; 2024Q4: 631,619 shares; 2025Q1: 655,352 shares; 2025Q2: 665,041 shares; 2025Q3: 685,785 shares; 2025Q4: 613,176 shares; 2026Q1: 626,828 shares; 2026Q2: 634,264 shares 634,264 $58.1M 1.99% +7,436 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: 323,870 shares; 2024Q4: 326,148 shares; 2025Q1: 333,073 shares; 2025Q2: 337,798 shares; 2025Q3: 344,698 shares; 2025Q4: 347,845 shares; 2026Q1: 370,354 shares; 2026Q2: 379,476 shares 379,476 $55.6M 1.9% +9,122 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: 1,592,222 shares; 2024Q4: 1,032,856 shares; 2025Q1: 1,826,932 shares; 2025Q2: 1,908,773 shares; 2025Q3: 1,986,914 shares; 2025Q4: 1,982,578 shares; 2026Q1: 2,148,091 shares; 2026Q2: 2,194,625 shares 2,194,625 $52.8M 1.81% +46,534 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: 6,852 shares; 2024Q4: 6,871 shares; 2025Q1: 8,167 shares; 2025Q2: 8,188 shares; 2025Q3: 8,194 shares; 2025Q4: 325,185 shares; 2026Q1: 376,452 shares; 2026Q2: 384,533 shares 384,533 $52.6M 1.8% +8,081 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: 1,086,181 shares; 2024Q4: 1,074,430 shares; 2025Q1: 1,137,904 shares; 2025Q2: 1,147,934 shares; 2025Q3: 1,166,318 shares; 2025Q4: 1,182,228 shares; 2026Q1: 1,203,860 shares; 2026Q2: 1,201,159 shares 1,201,159 $50.9M 1.74% -2,701 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: 351,207 shares; 2024Q4: 354,631 shares; 2025Q1: 363,350 shares; 2025Q2: 367,551 shares; 2025Q3: 376,064 shares; 2025Q4: 324,477 shares; 2026Q1: 447,054 shares; 2026Q2: 461,771 shares 461,771 $50.7M 1.73% +14,717 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: 404,557 shares; 2024Q4: 403,801 shares; 2025Q1: 398,409 shares; 2025Q2: 398,493 shares; 2025Q3: 406,394 shares; 2025Q4: 406,802 shares; 2026Q1: 484,448 shares; 2026Q2: 503,577 shares 503,577 $49.5M 1.69% +19,129 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: 313,111 shares; 2024Q4: 315,840 shares; 2025Q1: 350,706 shares; 2025Q2: 363,869 shares; 2025Q3: 330,181 shares; 2025Q4: 326,764 shares; 2026Q1: 339,979 shares; 2026Q2: 346,274 shares 346,274 $46.9M 1.6% +6,295 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: 36,111 shares; 2024Q4: 36,814 shares; 2025Q1: 37,970 shares; 2025Q2: 39,634 shares; 2025Q3: 40,697 shares; 2025Q4: 40,627 shares; 2026Q1: 39,108 shares; 2026Q2: 38,163 shares 38,163 $40.6M 1.39% -945 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: 189,657 shares; 2024Q4: 182,764 shares; 2025Q1: 179,394 shares; 2025Q2: 184,091 shares; 2025Q3: 182,318 shares; 2025Q4: 176,997 shares; 2026Q1: 176,675 shares; 2026Q2: 174,029 shares 174,029 $34.8M 1.19% -2,646 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: 47,485 shares; 2024Q4: 50,466 shares; 2025Q1: 62,616 shares; 2025Q2: 70,087 shares; 2025Q3: 71,260 shares; 2025Q4: 67,622 shares; 2026Q1: 66,951 shares; 2026Q2: 57,015 shares 57,015 $33.1M 1.13% -9,936 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,464 shares; 2024Q4: 4,764 shares; 2025Q1: 4,806 shares; 2025Q2: 4,768 shares; 2025Q3: 4,768 shares; 2025Q4: 35,912 shares; 2026Q1: 35,957 shares; 2026Q2: 27,937 shares 27,937 $32.2M 1.1% -8,020 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735,021 shares; 2026Q1: 758,878 shares; 2026Q2: 913,614 shares 913,614 $24.2M 0.83% +154,736 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: 244,180 shares; 2024Q4: 249,437 shares; 2025Q1: 256,665 shares; 2025Q2: 259,317 shares; 2025Q3: 269,136 shares; 2025Q4: 273,740 shares; 2026Q1: 273,685 shares; 2026Q2: 279,984 shares 279,984 $22.8M 0.78% +6,299 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: 57,297 shares; 2024Q4: 59,438 shares; 2025Q1: 61,795 shares; 2025Q2: 64,262 shares; 2025Q3: 64,689 shares; 2025Q4: 64,794 shares; 2026Q1: 63,649 shares; 2026Q2: 63,087 shares 63,087 $22.5M 0.77% -562 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: 6,548 shares; 2024Q4: 6,500 shares; 2025Q1: 6,435 shares; 2025Q2: 6,510 shares; 2025Q3: 7,514 shares; 2025Q4: 7,686 shares; 2026Q1: 7,649 shares; 2026Q2: 15,064 shares 15,064 $18.1M 0.62% +7,415 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: 24,234 shares; 2024Q4: 24,728 shares; 2025Q1: 25,125 shares; 2025Q2: 25,557 shares; 2025Q3: 26,258 shares; 2025Q4: 27,013 shares; 2026Q1: 27,061 shares; 2026Q2: 28,119 shares 28,119 $17.8M 0.61% +1,058 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,906 shares; 2025Q4: 41,149 shares; 2026Q1: 49,841 shares; 2026Q2: 51,532 shares 51,532 $17.6M 0.6% +1,691 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: 1,505 shares; 2024Q4: 1,598 shares; 2025Q1: 1,671 shares; 2025Q2: 1,691 shares; 2025Q3: 1,741 shares; 2025Q4: 1,918 shares; 2026Q1: 21,881 shares; 2026Q2: 24,074 shares 24,074 $17.4M 0.6% +2,193 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: 55,874 shares; 2024Q4: 57,438 shares; 2025Q1: 58,213 shares; 2025Q2: 60,924 shares; 2025Q3: 63,023 shares; 2025Q4: 65,396 shares; 2026Q1: 67,464 shares; 2026Q2: 69,670 shares 69,670 $16.6M 0.57% +2,206 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: 15,722 shares; 2024Q4: 15,868 shares; 2025Q1: 15,903 shares; 2025Q2: 16,404 shares; 2025Q3: 16,502 shares; 2025Q4: 16,337 shares; 2026Q1: 16,006 shares; 2026Q2: 16,363 shares 16,363 $16.5M 0.57% +357 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: 31,138 shares; 2024Q4: 31,446 shares; 2025Q1: 34,716 shares; 2025Q2: 35,425 shares; 2025Q3: 37,881 shares; 2025Q4: 39,154 shares; 2026Q1: 40,998 shares; 2026Q2: 44,021 shares 44,021 $15.1M 0.52% +3,023 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: 17,633 shares; 2024Q4: 24,704 shares; 2025Q1: 17,603 shares; 2025Q2: 17,635 shares; 2025Q3: 18,254 shares; 2025Q4: 19,139 shares; 2026Q1: 18,252 shares; 2026Q2: 18,233 shares 18,233 $13.7M 0.47% -19 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: 1,845 shares; 2024Q4: 16,863 shares; 2025Q1: 28,464 shares; 2025Q2: 32,562 shares; 2025Q3: 33,252 shares; 2025Q4: 33,567 shares; 2026Q1: 33,634 shares; 2026Q2: 35,018 shares 35,018 $13.2M 0.45% +1,384 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: 65,002 shares; 2024Q4: 66,719 shares; 2025Q1: 68,904 shares; 2025Q2: 71,935 shares; 2025Q3: 74,424 shares; 2025Q4: 75,098 shares; 2026Q1: 75,257 shares; 2026Q2: 80,148 shares 80,148 $12.1M 0.42% +4,891 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: 61,940 shares; 2024Q4: 62,163 shares; 2025Q1: 63,107 shares; 2025Q2: 65,885 shares; 2025Q3: 67,411 shares; 2025Q4: 68,286 shares; 2026Q1: 74,617 shares; 2026Q2: 79,270 shares 79,270 $11.6M 0.4% +4,653 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: 92,424 shares; 2024Q4: 95,071 shares; 2025Q1: 103,549 shares; 2025Q2: 109,266 shares; 2025Q3: 117,455 shares; 2025Q4: 126,006 shares; 2026Q1: 143,179 shares; 2026Q2: 153,645 shares 153,645 $11.3M 0.39% +10,466 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: 14,411 shares; 2024Q4: 15,050 shares; 2025Q1: 15,098 shares; 2025Q2: 15,686 shares; 2025Q3: 15,861 shares; 2025Q4: 16,525 shares; 2026Q1: 17,407 shares; 2026Q2: 19,595 shares 19,595 $11M 0.38% +2,188 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: 41,489 shares; 2024Q4: 42,199 shares; 2025Q1: 53,887 shares; 2025Q2: 61,631 shares; 2025Q3: 69,410 shares; 2025Q4: 61,530 shares; 2026Q1: 79,640 shares; 2026Q2: 83,809 shares 83,809 $10.9M 0.37% +4,169 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: 13,888 shares; 2024Q4: 14,526 shares; 2025Q1: 15,002 shares; 2025Q2: 15,507 shares; 2025Q3: 16,017 shares; 2025Q4: 16,934 shares; 2026Q1: 18,305 shares; 2026Q2: 20,831 shares 20,831 $10.7M 0.37% +2,526 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,353 shares; 2024Q4: 20,854 shares; 2025Q1: 22,005 shares; 2025Q2: 22,897 shares; 2025Q3: 24,014 shares; 2025Q4: 25,382 shares; 2026Q1: 26,902 shares; 2026Q2: 30,991 shares 30,991 $10.7M 0.36% +4,089 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: 57,398 shares; 2024Q4: 57,212 shares; 2025Q1: 59,206 shares; 2025Q2: 62,641 shares; 2025Q3: 64,041 shares; 2025Q4: 66,949 shares; 2026Q1: 80,773 shares; 2026Q2: 87,644 shares 87,644 $10.3M 0.35% +6,871 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: 19,105 shares; 2024Q4: 19,708 shares; 2025Q1: 20,763 shares; 2025Q2: 21,736 shares; 2025Q3: 24,112 shares; 2025Q4: 25,297 shares; 2026Q1: 26,848 shares; 2026Q2: 32,214 shares 32,214 $10.1M 0.35% +5,366 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,930 shares; 2024Q4: 48,099 shares; 2025Q1: 47,705 shares; 2025Q2: 47,577 shares; 2025Q3: 47,333 shares; 2025Q4: 46,875 shares; 2026Q1: 46,461 shares; 2026Q2: 45,966 shares 45,966 $8.21M 0.28% -495 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,751 shares; 2024Q4: 27,780 shares; 2025Q1: 27,399 shares; 2025Q2: 27,990 shares; 2025Q3: 27,865 shares; 2025Q4: 27,492 shares; 2026Q1: 27,492 shares; 2026Q2: 27,465 shares 27,465 $8.1M 0.28% -27 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: 2,400 shares; 2025Q1: 3,115 shares; 2025Q2: 2,869 shares; 2025Q3: 2,871 shares; 2025Q4: 3,212 shares; 2026Q1: 16,721 shares; 2026Q2: 16,486 shares 16,486 $6.93M 0.24% -235 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: 18,500 shares; 2024Q4: 18,823 shares; 2025Q1: 18,809 shares; 2025Q2: 18,833 shares; 2025Q3: 18,866 shares; 2025Q4: 18,892 shares; 2026Q1: 18,908 shares; 2026Q2: 18,908 shares 18,908 $6.4M 0.22% 0 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: 8,387 shares; 2024Q4: 7,617 shares; 2025Q1: 7,604 shares; 2025Q2: 9,258 shares; 2025Q3: 8,721 shares; 2025Q4: 9,972 shares; 2026Q1: 8,775 shares; 2026Q2: 8,492 shares 8,492 $5.83M 0.2% -283 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: 47,529 shares; 2024Q4: 46,744 shares; 2025Q1: 47,134 shares; 2025Q2: 47,970 shares; 2025Q3: 50,486 shares; 2025Q4: 50,903 shares; 2026Q1: 49,889 shares; 2026Q2: 50,675 shares 50,675 $5.74M 0.2% +786 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: 2,392 shares; 2024Q4: 8,448 shares; 2025Q1: 3,700 shares; 2025Q2: 5,052 shares; 2025Q3: 5,592 shares; 2025Q4: 13,265 shares; 2026Q1: 5,297 shares; 2026Q2: 7,346 shares 7,346 $5.49M 0.19% +2,049 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: 30,700 shares; 2024Q4: 30,663 shares; 2025Q1: 31,867 shares; 2025Q2: 33,286 shares; 2025Q3: 34,242 shares; 2025Q4: 34,481 shares; 2026Q1: 36,783 shares; 2026Q2: 37,231 shares 37,231 $4.78M 0.16% +448 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: 11,939 shares; 2024Q4: 12,642 shares; 2025Q1: 12,215 shares; 2025Q2: 12,936 shares; 2025Q3: 12,837 shares; 2025Q4: 13,073 shares; 2026Q1: 13,111 shares; 2026Q2: 13,515 shares 13,515 $4.78M 0.16% +404 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: 1,920 shares; 2024Q4: 1,923 shares; 2025Q1: 1,875 shares; 2025Q2: 1,839 shares; 2025Q3: 3,213 shares; 2025Q4: 3,123 shares; 2026Q1: 14,503 shares; 2026Q2: 14,552 shares 14,552 $4.58M 0.16% +49 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,565 shares; 2024Q4: 140,279 shares; 2025Q1: 135,160 shares; 2025Q2: 137,556 shares; 2025Q3: 151,408 shares; 2025Q4: 147,472 shares; 2026Q1: 150,235 shares; 2026Q2: 150,270 shares 150,270 $4.54M 0.16% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,311 shares; 2025Q4: 21,040 shares; 2026Q1: 49,521 shares; 2026Q2: 56,867 shares 56,867 $4.52M 0.15% +7,346 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: 84,218 shares; 2024Q4: 82,196 shares; 2025Q1: 79,800 shares; 2025Q2: 78,407 shares; 2025Q3: 65,434 shares; 2025Q4: 53,635 shares; 2026Q1: 45,336 shares; 2026Q2: 38,442 shares 38,442 $4.51M 0.15% -6,894 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: 21,577 shares; 2024Q4: 21,586 shares; 2025Q1: 21,597 shares; 2025Q2: 21,656 shares; 2025Q3: 21,716 shares; 2025Q4: 21,780 shares; 2026Q1: 21,466 shares; 2026Q2: 21,747 shares 21,747 $3.93M 0.13% +281 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,204 shares; 2025Q1: 44,013 shares; 2025Q2: 37,476 shares; 2025Q3: 54,347 shares; 2025Q4: 63,425 shares; 2026Q1: 66,335 shares; 2026Q2: 65,275 shares 65,275 $3.8M 0.13% -1,060 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $3.47M 0.12% 0 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: 3,646 shares; 2024Q4: 3,744 shares; 2025Q1: 3,729 shares; 2025Q2: 4,839 shares; 2025Q3: 5,088 shares; 2025Q4: 4,324 shares; 2026Q1: 4,426 shares; 2026Q2: 4,432 shares 4,432 $3.26M 0.11% +6 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: 7,659 shares; 2024Q4: 7,764 shares; 2025Q1: 7,596 shares; 2025Q2: 7,944 shares; 2025Q3: 8,368 shares; 2025Q4: 9,639 shares; 2026Q1: 9,070 shares; 2026Q2: 8,625 shares 8,625 $3.18M 0.11% -445 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: 41,040 shares; 2024Q4: 41,088 shares; 2025Q1: 40,993 shares; 2025Q2: 42,318 shares; 2025Q3: 41,161 shares; 2025Q4: 42,196 shares; 2026Q1: 42,241 shares; 2026Q2: 42,273 shares 42,273 $3.04M 0.1% +32 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,702 shares; 2026Q2: 26,853 shares 26,853 $2.71M 0.09% -4,849 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $2.7M 0.09% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $2.45M 0.08% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,936 shares; 2024Q4: 16,936 shares; 2025Q1: 16,936 shares; 2025Q2: 16,936 shares; 2025Q3: 16,936 shares; 2025Q4: 16,936 shares; 2026Q1: 16,936 shares; 2026Q2: 16,936 shares 16,936 $2.45M 0.08% 0 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: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,703 shares; 2025Q3: 10,703 shares; 2025Q4: 10,731 shares; 2026Q1: 10,731 shares; 2026Q2: 10,731 shares 10,731 $2.44M 0.08% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,686 shares; 2024Q4: 19,927 shares; 2025Q1: 25,192 shares; 2025Q2: 34,529 shares; 2025Q3: 38,549 shares; 2025Q4: 45,614 shares; 2026Q1: 29,463 shares; 2026Q2: 28,930 shares 28,930 $2.38M 0.08% -533 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $2.11M 0.07% 0 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: 21,360 shares; 2024Q4: 21,545 shares; 2025Q1: 21,461 shares; 2025Q2: 22,467 shares; 2025Q3: 23,405 shares; 2025Q4: 23,996 shares; 2026Q1: 24,003 shares; 2026Q2: 24,719 shares 24,719 $2.04M 0.07% +716 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: 1,850 shares; 2024Q4: 1,905 shares; 2025Q1: 1,848 shares; 2025Q2: 1,755 shares; 2025Q3: 1,808 shares; 2025Q4: 2,286 shares; 2026Q1: 2,029 shares; 2026Q2: 2,114 shares 2,114 $1.98M 0.07% +85 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: 6,788 shares; 2024Q4: 6,788 shares; 2025Q1: 6,788 shares; 2025Q2: 6,790 shares; 2025Q3: 8,281 shares; 2025Q4: 8,316 shares; 2026Q1: 8,216 shares; 2026Q2: 8,233 shares 8,233 $1.83M 0.06% +17 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: 42,481 shares; 2024Q4: 34,700 shares; 2025Q1: 28,011 shares; 2025Q2: 28,697 shares; 2025Q3: 31,022 shares; 2025Q4: 31,119 shares; 2026Q1: 30,511 shares; 2026Q2: 31,739 shares 31,739 $1.81M 0.06% +1,228 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: 84,812 shares; 2024Q4: 85,372 shares; 2025Q1: 86,351 shares; 2025Q2: 85,164 shares; 2025Q3: 93,820 shares; 2025Q4: 88,574 shares; 2026Q1: 86,777 shares; 2026Q2: 86,504 shares 86,504 $1.79M 0.06% -273 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,834 shares; 2025Q3: 2,873 shares; 2025Q4: 2,735 shares; 2026Q1: 2,719 shares; 2026Q2: 2,722 shares 2,722 $1.79M 0.06% +3 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: 8,609 shares; 2024Q4: 8,122 shares; 2025Q1: 8,122 shares; 2025Q2: 8,123 shares; 2025Q3: 8,123 shares; 2025Q4: 8,123 shares; 2026Q1: 8,123 shares; 2026Q2: 8,141 shares 8,141 $1.73M 0.06% +18 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: 1,971 shares; 2024Q4: 1,943 shares; 2025Q1: 1,844 shares; 2025Q2: 2,435 shares; 2025Q3: 2,953 shares; 2025Q4: 3,950 shares; 2026Q1: 4,595 shares; 2026Q2: 4,621 shares 4,621 $1.71M 0.06% +26 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,272 shares; 2024Q4: 5,272 shares; 2025Q1: 5,129 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares; 2026Q2: 5,148 shares 5,148 $1.71M 0.06% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,046 shares; 2024Q4: 68,046 shares; 2025Q1: 63,173 shares; 2025Q2: 63,458 shares; 2025Q3: 76,785 shares; 2025Q4: 68,497 shares; 2026Q1: 67,195 shares; 2026Q2: 67,195 shares 67,195 $1.68M 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,145 shares; 2024Q4: 12,316 shares; 2025Q1: 12,319 shares; 2025Q2: 12,400 shares; 2025Q3: 12,821 shares; 2025Q4: 13,370 shares; 2026Q1: 12,807 shares; 2026Q2: 13,082 shares 13,082 $1.66M 0.06% +275 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,015 shares; 2024Q4: 13,016 shares; 2025Q1: 13,016 shares; 2025Q2: 13,017 shares; 2025Q3: 13,858 shares; 2025Q4: 13,873 shares; 2026Q1: 13,556 shares; 2026Q2: 13,557 shares 13,557 $1.6M 0.05% +1 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: 14,516 shares; 2024Q4: 14,003 shares; 2025Q1: 14,003 shares; 2025Q2: 13,853 shares; 2025Q3: 14,305 shares; 2025Q4: 14,523 shares; 2026Q1: 14,516 shares; 2026Q2: 11,284 shares 11,284 $1.58M 0.05% -3,232 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,791 shares; 2024Q4: 23,791 shares; 2025Q1: 23,791 shares; 2025Q2: 20,653 shares; 2025Q3: 20,653 shares; 2025Q4: 20,653 shares; 2026Q1: 20,653 shares; 2026Q2: 20,653 shares 20,653 $1.56M 0.05% 0 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $1.51M 0.05% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,870 shares; 2025Q4: 3,917 shares; 2026Q1: 12,385 shares; 2026Q2: 12,500 shares 12,500 $1.47M 0.05% +115 Timeline VONE 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: 4,366 shares; 2024Q4: 4,366 shares; 2025Q1: 4,237 shares; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 4,237 shares; 2026Q1: 4,222 shares; 2026Q2: 4,222 shares 4,222 $1.43M 0.05% 0 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: 15,400 shares; 2024Q4: 15,400 shares; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 15,400 shares; 2026Q2: 15,400 shares 15,400 $1.41M 0.05% 0 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: 2,770 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,872 shares; 2025Q3: 2,911 shares; 2025Q4: 2,816 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $1.41M 0.05% 0 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: 65,174 shares; 2024Q4: 68,653 shares; 2025Q1: 70,553 shares; 2025Q2: 74,915 shares; 2025Q3: 77,565 shares; 2025Q4: 81,285 shares; 2026Q1: 88,991 shares; 2026Q2: 15,522 shares 15,522 $1.41M 0.05% -73,469 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: 3,366 shares; 2024Q4: 3,467 shares; 2025Q1: 3,410 shares; 2025Q2: 3,268 shares; 2025Q3: 3,276 shares; 2025Q4: 8,075 shares; 2026Q1: 6,770 shares; 2026Q2: 7,192 shares 7,192 $1.37M 0.05% +422 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,390 shares; 2024Q4: 6,390 shares; 2025Q1: 6,390 shares; 2025Q2: 6,403 shares; 2025Q3: 6,403 shares; 2025Q4: 6,403 shares; 2026Q1: 6,436 shares; 2026Q2: 6,475 shares 6,475 $1.34M 0.05% +39 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,512 shares; 2024Q4: 7,512 shares; 2025Q1: 7,512 shares; 2025Q2: 7,512 shares; 2025Q3: 7,512 shares; 2025Q4: 7,512 shares; 2026Q1: 7,512 shares; 2026Q2: 7,545 shares 7,545 $1.34M 0.05% +33 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,419 shares; 2025Q1: 4,485 shares; 2025Q2: 4,502 shares; 2025Q3: 5,046 shares; 2025Q4: 5,351 shares; 2026Q1: 11,002 shares; 2026Q2: 11,441 shares 11,441 $1.33M 0.05% +439 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: 2,805 shares; 2024Q4: 2,657 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,616 shares; 2025Q4: 2,659 shares; 2026Q1: 2,819 shares; 2026Q2: 3,116 shares 3,116 $1.33M 0.05% +297 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,269 shares; 2024Q4: 12,269 shares; 2025Q1: 12,269 shares; 2025Q2: 12,272 shares; 2025Q3: 14,069 shares; 2025Q4: 14,737 shares; 2026Q1: 14,859 shares; 2026Q2: 14,913 shares 14,913 $1.3M 0.04% +54 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: 8,348 shares; 2024Q4: 8,348 shares; 2025Q1: 8,348 shares; 2025Q2: 8,353 shares; 2025Q3: 8,653 shares; 2025Q4: 8,683 shares; 2026Q1: 7,635 shares; 2026Q2: 7,635 shares 7,635 $1.29M 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,051 shares; 2026Q2: 5,051 shares 5,051 $1.29M 0.04% 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: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,120 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares; 2026Q2: 1,129 shares 1,129 $1.28M 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: 274 shares; 2025Q1: 264 shares; 2025Q2: 13,440 shares; 2025Q3: 13,240 shares; 2025Q4: 13,342 shares; 2026Q1: 13,342 shares; 2026Q2: 13,678 shares 13,678 $1.26M 0.04% +336 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,442 shares; 2024Q4: 9,428 shares; 2025Q1: 10,350 shares; 2025Q2: 10,454 shares; 2025Q3: 11,771 shares; 2025Q4: 11,663 shares; 2026Q1: 11,538 shares; 2026Q2: 11,538 shares 11,538 $1.2M 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,928 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 6,051 shares; 2025Q4: 7,110 shares; 2026Q1: 6,955 shares; 2026Q2: 7,526 shares 7,526 $1.19M 0.04% +571 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,976 shares; 2024Q4: 20,976 shares; 2025Q1: 20,976 shares; 2025Q2: 20,976 shares; 2025Q3: 20,976 shares; 2025Q4: 20,976 shares; 2026Q1: 20,976 shares; 2026Q2: 20,984 shares 20,984 $1.18M 0.04% +8 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,862 shares; 2024Q4: 21,892 shares; 2025Q1: 21,567 shares; 2025Q2: 26,043 shares; 2025Q3: 25,233 shares; 2025Q4: 27,230 shares; 2026Q1: 21,791 shares; 2026Q2: 21,562 shares 21,562 $1.15M 0.04% -229 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: 9,842 shares; 2024Q4: 9,458 shares; 2025Q1: 9,446 shares; 2025Q2: 9,466 shares; 2025Q3: 9,466 shares; 2025Q4: 9,656 shares; 2026Q1: 9,466 shares; 2026Q2: 7,262 shares 7,262 $1.14M 0.04% -2,204 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,239 shares; 2025Q4: 13,239 shares; 2026Q1: 13,239 shares; 2026Q2: 13,239 shares 13,239 $1.13M 0.04% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,622 shares; 2024Q4: 8,626 shares; 2025Q1: 12,026 shares; 2025Q2: 12,034 shares; 2025Q3: 12,187 shares; 2025Q4: 12,357 shares; 2026Q1: 12,080 shares; 2026Q2: 12,064 shares 12,064 $1.13M 0.04% -16 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: 1,482 shares; 2024Q4: 1,430 shares; 2025Q1: 1,539 shares; 2025Q2: 1,221 shares; 2025Q3: 1,173 shares; 2025Q4: 1,142 shares; 2026Q1: 2,157 shares; 2026Q2: 12,827 shares 12,827 $1.1M 0.04% +10,670 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: not reported; 2025Q2: not reported; 2025Q3: 1,958 shares; 2025Q4: 2,098 shares; 2026Q1: 2,132 shares; 2026Q2: 2,536 shares 2,536 $1.1M 0.04% +404 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: not reported; 2024Q4: not reported; 2025Q1: 1,453 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 2,106 shares; 2026Q1: 3,139 shares; 2026Q2: 2,938 shares 2,938 $1.1M 0.04% -201 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: 18,848 shares; 2024Q4: 18,847 shares; 2025Q1: 18,766 shares; 2025Q2: 18,889 shares; 2025Q3: 19,587 shares; 2025Q4: 19,423 shares; 2026Q1: 18,981 shares; 2026Q2: 18,983 shares 18,983 $1.1M 0.04% +2 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,646 shares; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,672 shares; 2025Q3: 3,221 shares; 2025Q4: 3,237 shares; 2026Q1: 3,204 shares; 2026Q2: 3,204 shares 3,204 $1.09M 0.04% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $1.09M 0.04% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,588 shares; 2024Q4: 11,899 shares; 2025Q1: 12,394 shares; 2025Q2: 23,718 shares; 2025Q3: 12,231 shares; 2025Q4: 11,528 shares; 2026Q1: 11,877 shares; 2026Q2: 11,877 shares 11,877 $1.09M 0.04% 0 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: 751 shares; 2025Q2: 760 shares; 2025Q3: 1,073 shares; 2025Q4: 1,139 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $1.06M 0.04% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,889 shares; 2024Q4: 4,040 shares; 2025Q1: 4,383 shares; 2025Q2: 4,590 shares; 2025Q3: 5,113 shares; 2025Q4: 4,341 shares; 2026Q1: 5,577 shares; 2026Q2: 5,578 shares 5,578 $981K 0.03% +1 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,439 shares; 2025Q2: 2,440 shares; 2025Q3: 2,439 shares; 2025Q4: 2,439 shares; 2026Q1: 2,439 shares; 2026Q2: 2,439 shares 2,439 $980K 0.03% 0 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: 2,430 shares; 2024Q4: 2,444 shares; 2025Q1: 2,464 shares; 2025Q2: 3,770 shares; 2025Q3: 3,002 shares; 2025Q4: 3,157 shares; 2026Q1: 3,068 shares; 2026Q2: 4,070 shares 4,070 $963K 0.03% +1,002 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,463 shares; 2025Q2: 2,014 shares; 2025Q3: 2,210 shares; 2025Q4: 3,135 shares; 2026Q1: 3,161 shares; 2026Q2: 3,077 shares 3,077 $924K 0.03% -84 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 7,802 shares; 2026Q1: 7,802 shares; 2026Q2: 7,802 shares 7,802 $922K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 418 shares; 2025Q4: 546 shares; 2026Q1: 801 shares; 2026Q2: 778 shares 778 $914K 0.03% -23 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,714 shares; 2024Q4: 34,558 shares; 2025Q1: 34,558 shares; 2025Q2: 34,558 shares; 2025Q3: 34,558 shares; 2025Q4: 31,083 shares; 2026Q1: 26,047 shares; 2026Q2: 26,047 shares 26,047 $914K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 1,145 shares; 2026Q1: 922 shares; 2026Q2: 7,384 shares 7,384 $883K 0.03% +6,462 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: 2,619 shares; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares; 2025Q4: 4,048 shares; 2026Q1: 4,037 shares; 2026Q2: 4,047 shares 4,047 $876K 0.03% +10 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,140 shares; 2024Q4: 4,947 shares; 2025Q1: 4,948 shares; 2025Q2: 5,398 shares; 2025Q3: 5,397 shares; 2025Q4: 5,456 shares; 2026Q1: 5,457 shares; 2026Q2: 5,458 shares 5,458 $873K 0.03% +1 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: 10,937 shares; 2024Q4: 9,672 shares; 2025Q1: 9,562 shares; 2025Q2: 9,661 shares; 2025Q3: 10,052 shares; 2025Q4: 10,128 shares; 2026Q1: 9,675 shares; 2026Q2: 8,957 shares 8,957 $862K 0.03% -718 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,707 shares; 2026Q1: 3,707 shares; 2026Q2: 3,707 shares 3,707 $841K 0.03% 0 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: 3,786 shares 3,786 $837K 0.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 5,514 shares; 2025Q1: 3,259 shares; 2025Q2: 4,459 shares; 2025Q3: 4,662 shares; 2025Q4: 13,958 shares; 2026Q1: 4,667 shares; 2026Q2: 5,332 shares 5,332 $833K 0.03% +665 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,168 shares; 2025Q2: 6,168 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800 $831K 0.03% 0 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: 1,868 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,048 shares; 2025Q3: 2,393 shares; 2025Q4: 2,391 shares; 2026Q1: 2,295 shares; 2026Q2: 2,295 shares 2,295 $813K 0.03% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,017 shares; 2024Q4: 19,017 shares; 2025Q1: 19,017 shares; 2025Q2: 22,500 shares; 2025Q3: 21,229 shares; 2025Q4: 19,729 shares; 2026Q1: 19,729 shares; 2026Q2: 19,729 shares 19,729 $803K 0.03% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,599 shares; 2024Q4: 17,599 shares; 2025Q1: 16,472 shares; 2025Q2: 16,370 shares; 2025Q3: 16,565 shares; 2025Q4: 16,238 shares; 2026Q1: 13,613 shares; 2026Q2: 13,613 shares 13,613 $793K 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 742 shares; 2025Q1: 897 shares; 2025Q2: 901 shares; 2025Q3: 897 shares; 2025Q4: 9,894 shares; 2026Q1: 10,944 shares; 2026Q2: 10,996 shares 10,996 $785K 0.03% +52 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 10,108 shares; 2025Q4: 10,108 shares; 2026Q1: 10,108 shares; 2026Q2: 10,108 shares 10,108 $780K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 4,467 shares; 2025Q2: 5,196 shares; 2025Q3: 8,179 shares; 2025Q4: 7,875 shares; 2026Q1: 5,857 shares; 2026Q2: 5,668 shares 5,668 $780K 0.03% -189 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: 2,514 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,717 shares; 2025Q3: 2,940 shares; 2025Q4: 2,942 shares; 2026Q1: 2,469 shares; 2026Q2: 9,454 shares 9,454 $762K 0.03% +6,985 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: 12,884 shares; 2024Q4: 11,879 shares; 2025Q1: 10,210 shares; 2025Q2: 10,318 shares; 2025Q3: 10,991 shares; 2025Q4: 11,711 shares; 2026Q1: 12,093 shares; 2026Q2: 13,167 shares 13,167 $759K 0.03% +1,074 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.03% 0 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: 2,826 shares; 2024Q4: 2,826 shares; 2025Q1: 2,826 shares; 2025Q2: 2,976 shares; 2025Q3: 3,079 shares; 2025Q4: 3,118 shares; 2026Q1: 3,015 shares; 2026Q2: 3,015 shares 3,015 $742K 0.03% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,850 shares; 2024Q4: 9,850 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 9,850 shares; 2025Q4: 9,850 shares; 2026Q1: 9,850 shares; 2026Q2: 9,850 shares 9,850 $730K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,046 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 6,343 shares; 2025Q3: 6,343 shares; 2025Q4: 6,303 shares; 2026Q1: 6,303 shares; 2026Q2: 6,303 shares 6,303 $724K 0.02% 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: 2,515 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,972 shares; 2025Q3: 2,976 shares; 2025Q4: 3,116 shares; 2026Q1: 3,120 shares; 2026Q2: 3,215 shares 3,215 $719K 0.02% +95 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: 12,866 shares; 2024Q4: 12,220 shares; 2025Q1: 11,541 shares; 2025Q2: 11,775 shares; 2025Q3: 11,775 shares; 2025Q4: 15,775 shares; 2026Q1: 22,803 shares; 2026Q2: 21,803 shares 21,803 $697K 0.02% -1,000 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: 12,256 shares; 2024Q4: 12,869 shares; 2025Q1: 5,763 shares; 2025Q2: 6,173 shares; 2025Q3: 6,416 shares; 2025Q4: 14,613 shares; 2026Q1: 12,937 shares; 2026Q2: 12,951 shares 12,951 $688K 0.02% +14 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: 7,899 shares; 2024Q4: 7,666 shares; 2025Q1: 7,361 shares; 2025Q2: 7,597 shares; 2025Q3: 7,650 shares; 2025Q4: 7,922 shares; 2026Q1: 9,490 shares; 2026Q2: 9,909 shares 9,909 $677K 0.02% +419 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250 $675K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,489 shares; 2024Q4: 28,875 shares; 2025Q1: 31,854 shares; 2025Q2: 32,085 shares; 2025Q3: 31,037 shares; 2025Q4: 33,158 shares; 2026Q1: 33,823 shares; 2026Q2: 34,263 shares 34,263 $655K 0.02% +440 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,118 shares; 2024Q4: 58,118 shares; 2025Q1: 58,118 shares; 2025Q2: 58,118 shares; 2025Q3: 58,118 shares; 2025Q4: 58,118 shares; 2026Q1: 58,118 shares; 2026Q2: 58,118 shares 58,118 $653K 0.02% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,110 shares 1,110 $641K 0.02% +10 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: 4,531 shares; 2024Q4: 4,531 shares; 2025Q1: 4,531 shares; 2025Q2: 4,531 shares; 2025Q3: 4,531 shares; 2025Q4: 4,781 shares; 2026Q1: 5,069 shares; 2026Q2: 5,069 shares 5,069 $640K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 1,570 shares; 2025Q3: 1,528 shares; 2025Q4: 2,660 shares; 2026Q1: 2,693 shares; 2026Q2: 2,693 shares 2,693 $640K 0.02% 0 Timeline FNDX 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: 6,512 shares; 2024Q4: 19,536 shares; 2025Q1: 19,536 shares; 2025Q2: 24,801 shares; 2025Q3: 19,536 shares; 2025Q4: 19,536 shares; 2026Q1: 19,536 shares; 2026Q2: 19,536 shares 19,536 $608K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 17,678 shares; 2025Q4: 15,611 shares; 2026Q1: 10,227 shares; 2026Q2: 10,178 shares 10,178 $608K 0.02% -49 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,467 shares; 2025Q4: 8,513 shares; 2026Q1: 8,513 shares; 2026Q2: 8,513 shares 8,513 $607K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,136 shares; 2024Q4: 4,139 shares; 2025Q1: 3,007 shares; 2025Q2: 3,883 shares; 2025Q3: 3,949 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares; 2026Q2: 4,699 shares 4,699 $594K 0.02% +515 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,028 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 999 shares 999 $576K 0.02% -16 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: 1,945 shares; 2024Q4: 1,947 shares; 2025Q1: 1,973 shares; 2025Q2: 2,512 shares; 2025Q3: 2,615 shares; 2025Q4: 2,634 shares; 2026Q1: 2,068 shares; 2026Q2: 2,084 shares 2,084 $567K 0.02% +16 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: 2,300 shares; 2025Q1: 2,676 shares; 2025Q2: 2,677 shares; 2025Q3: 2,535 shares; 2025Q4: 2,661 shares; 2026Q1: 2,537 shares; 2026Q2: 2,511 shares 2,511 $559K 0.02% -26 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: 2,549 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,264 shares; 2026Q1: 2,264 shares; 2026Q2: 2,164 shares 2,164 $553K 0.02% -100 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,656 shares; 2024Q4: 3,656 shares; 2025Q1: 3,656 shares; 2025Q2: 3,656 shares; 2025Q3: 3,656 shares; 2025Q4: 3,656 shares; 2026Q1: 3,656 shares; 2026Q2: 3,656 shares 3,656 $553K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,066 shares; 2024Q4: 3,066 shares; 2025Q1: 3,066 shares; 2025Q2: 3,153 shares; 2025Q3: 3,153 shares; 2025Q4: 3,153 shares; 2026Q1: 3,153 shares; 2026Q2: 3,153 shares 3,153 $548K 0.02% 0 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $543K 0.02% 0 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: 384 shares; 2024Q4: 396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $537K 0.02% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,591 shares; 2026Q2: 3,058 shares 3,058 $531K 0.02% +467 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,780 shares 1,780 $530K 0.02% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 368 shares; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 349 shares; 2026Q1: 849 shares; 2026Q2: 849 shares 849 $529K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,647 shares; 2024Q4: 3,494 shares; 2025Q1: 3,506 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 3,337 shares; 2026Q1: 3,337 shares; 2026Q2: 3,118 shares 3,118 $527K 0.02% -219 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: not reported; 2024Q4: 11,169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,675 shares; 2026Q1: 6,993 shares; 2026Q2: 6,280 shares 6,280 $522K 0.02% -713 Timeline SCHK 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: 7,190 shares; 2024Q4: 14,380 shares; 2025Q1: 14,380 shares; 2025Q2: 14,380 shares; 2025Q3: 14,380 shares; 2025Q4: 14,380 shares; 2026Q1: 14,380 shares; 2026Q2: 14,431 shares 14,431 $520K 0.02% +51 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 25,265 shares; 2025Q1: 25,000 shares; 2025Q2: 25,156 shares; 2025Q3: 25,373 shares; 2025Q4: 25,156 shares; 2026Q1: 25,156 shares; 2026Q2: 25,156 shares 25,156 $505K 0.02% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,113 shares; 2024Q4: 9,113 shares; 2025Q1: 9,180 shares; 2025Q2: 9,271 shares; 2025Q3: 9,294 shares; 2025Q4: 9,294 shares; 2026Q1: 9,356 shares; 2026Q2: 9,285 shares 9,285 $502K 0.02% -71 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $500K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares; 2026Q2: 1,511 shares 1,511 $499K 0.02% +44 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,104 shares; 2026Q1: 5,104 shares; 2026Q2: 5,104 shares 5,104 $492K 0.02% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,901 shares; 2024Q4: 9,950 shares; 2025Q1: 10,003 shares; 2025Q2: 10,063 shares; 2025Q3: 10,336 shares; 2025Q4: 10,365 shares; 2026Q1: 10,209 shares; 2026Q2: 10,261 shares 10,261 $488K 0.02% +52 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $488K 0.02% 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: 2,179 shares; 2024Q4: 2,281 shares; 2025Q1: 2,187 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,371 shares; 2026Q1: 2,321 shares; 2026Q2: 2,321 shares 2,321 $485K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,426 shares; 2026Q1: 2,412 shares; 2026Q2: 2,412 shares 2,412 $484K 0.02% 0 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,816 shares; 2024Q4: 10,816 shares; 2025Q1: 18,200 shares; 2025Q2: 17,798 shares; 2025Q3: 17,798 shares; 2025Q4: 17,798 shares; 2026Q1: 19,298 shares; 2026Q2: 19,298 shares 19,298 $483K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,261 shares; 2024Q4: 5,261 shares; 2025Q1: 5,208 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,350 shares; 2026Q1: 5,550 shares; 2026Q2: 5,550 shares 5,550 $478K 0.02% 0 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,396 shares; 2024Q4: 48,396 shares; 2025Q1: 48,396 shares; 2025Q2: 48,396 shares; 2025Q3: 48,396 shares; 2025Q4: 48,396 shares; 2026Q1: 48,396 shares; 2026Q2: 48,396 shares 48,396 $475K 0.02% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,402 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares; 2026Q2: 2,402 shares 2,402 $475K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,460 shares; 2026Q1: 4,463 shares; 2026Q2: 4,500 shares 4,500 $467K 0.02% +37 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,472 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $460K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 563 shares; 2025Q4: 724 shares; 2026Q1: 599 shares; 2026Q2: 600 shares 600 $458K 0.02% +1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,801 shares; 2024Q4: 12,869 shares; 2025Q1: 12,933 shares; 2025Q2: 13,002 shares; 2025Q3: 12,042 shares; 2025Q4: 12,242 shares; 2026Q1: 12,242 shares; 2026Q2: 12,242 shares 12,242 $450K 0.02% 0 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $444K 0.02% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,238 shares; 2025Q3: 9,238 shares; 2025Q4: 9,238 shares; 2026Q1: 9,238 shares; 2026Q2: 9,238 shares 9,238 $439K 0.02% 0 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: 5,936 shares; 2024Q4: 5,936 shares; 2025Q1: 5,936 shares; 2025Q2: 5,936 shares; 2025Q3: 5,936 shares; 2025Q4: 6,023 shares; 2026Q1: 6,023 shares; 2026Q2: 6,023 shares 6,023 $435K 0.01% 0 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: 852 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 857 shares; 2025Q3: 1,092 shares; 2025Q4: 1,182 shares; 2026Q1: 1,183 shares; 2026Q2: 1,183 shares 1,183 $429K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,980 shares; 2025Q1: 3,979 shares; 2025Q2: 3,982 shares; 2025Q3: 3,985 shares; 2025Q4: 5,084 shares; 2026Q1: 3,992 shares; 2026Q2: 3,995 shares 3,995 $428K 0.01% +3 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,822 shares; 2025Q2: 3,147 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares; 2026Q1: 2,813 shares; 2026Q2: 2,616 shares 2,616 $428K 0.01% -197 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: 4,909 shares; 2024Q4: 4,909 shares; 2025Q1: 5,513 shares; 2025Q2: 6,898 shares; 2025Q3: 7,304 shares; 2025Q4: 5,906 shares; 2026Q1: 5,906 shares; 2026Q2: 5,543 shares 5,543 $427K 0.01% -363 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: 1,568 shares; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,525 shares; 2025Q3: 1,498 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares; 2026Q2: 1,948 shares 1,948 $425K 0.01% +612 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,906 shares; 2026Q1: 9,906 shares; 2026Q2: 9,906 shares 9,906 $410K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,841 shares; 2024Q4: 11,843 shares; 2025Q1: 11,845 shares; 2025Q2: 12,042 shares; 2025Q3: 12,025 shares; 2025Q4: 12,081 shares; 2026Q1: 11,941 shares; 2026Q2: 11,943 shares 11,943 $405K 0.01% +2 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: 4,989 shares; 2024Q4: 4,989 shares; 2025Q1: 4,989 shares; 2025Q2: 4,989 shares; 2025Q3: 5,279 shares; 2025Q4: 5,279 shares; 2026Q1: 4,989 shares; 2026Q2: 4,989 shares 4,989 $401K 0.01% 0 Timeline AD ARRAY DIGITAL INFRASTRUCTURE More: the full row for ARRAY DIGITAL INFRASTRUCTURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $399K 0.01% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $398K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,947 shares; 2024Q4: 4,947 shares; 2025Q1: 4,947 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 5,029 shares; 2026Q1: 5,029 shares; 2026Q2: 5,029 shares 5,029 $396K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: 1,633 shares; 2025Q4: 1,634 shares; 2026Q1: 2,435 shares; 2026Q2: 2,436 shares 2,436 $394K 0.01% +1 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,629 shares; 2026Q1: 3,629 shares; 2026Q2: 3,629 shares 3,629 $391K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,289 shares; 2024Q4: 5,058 shares; 2025Q1: 5,058 shares; 2025Q2: 5,835 shares; 2025Q3: 5,835 shares; 2025Q4: 5,835 shares; 2026Q1: 5,835 shares; 2026Q2: 5,307 shares 5,307 $385K 0.01% -528 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares; 2026Q2: 1,013 shares 1,013 $380K 0.01% 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: 1,709 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,548 shares; 2025Q3: 1,912 shares; 2025Q4: 1,949 shares; 2026Q1: 1,927 shares; 2026Q2: 1,695 shares 1,695 $380K 0.01% -232 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,127 shares; 2025Q4: 6,127 shares; 2026Q1: 6,127 shares; 2026Q2: 6,814 shares 6,814 $377K 0.01% +687 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: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,157 shares; 2025Q2: 1,158 shares; 2025Q3: 1,301 shares; 2025Q4: 1,297 shares; 2026Q1: 1,281 shares; 2026Q2: 1,281 shares 1,281 $376K 0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD 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: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,899 shares; 2026Q1: 6,266 shares; 2026Q2: 6,266 shares 6,266 $373K 0.01% 0 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $372K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,608 shares; 2025Q3: 1,606 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares; 2026Q2: 1,739 shares 1,739 $370K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,395 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares; 2026Q2: 1,488 shares 1,488 $370K 0.01% +1 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: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: 1,602 shares; 2025Q3: 1,747 shares; 2025Q4: 1,722 shares; 2026Q1: 1,539 shares; 2026Q2: 1,539 shares 1,539 $366K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747 shares; 2024Q4: 797 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 769 shares; 2026Q2: 4,075 shares 4,075 $358K 0.01% +3,306 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,870 shares; 2024Q4: 5,870 shares; 2025Q1: 5,881 shares; 2025Q2: 5,912 shares; 2025Q3: 6,316 shares; 2025Q4: 3,455 shares; 2026Q1: 3,455 shares; 2026Q2: 3,487 shares 3,487 $356K 0.01% +32 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,021 shares 2,021 $345K 0.01% new 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: not reported; 2024Q4: 968 shares; 2025Q1: 1,079 shares; 2025Q2: 1,210 shares; 2025Q3: 1,067 shares; 2025Q4: 1,712 shares; 2026Q1: 1,413 shares; 2026Q2: 1,554 shares 1,554 $343K 0.01% +141 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $337K 0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,933 shares; 2026Q2: 1,933 shares 1,933 $334K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,630 shares; 2024Q4: 6,630 shares; 2025Q1: 6,630 shares; 2025Q2: 6,630 shares; 2025Q3: 6,630 shares; 2025Q4: 6,630 shares; 2026Q1: 6,630 shares; 2026Q2: 6,757 shares 6,757 $334K 0.01% +127 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares; 2026Q2: 676 shares 676 $323K 0.01% -29 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,141 shares; 2026Q1: 2,141 shares; 2026Q2: 2,141 shares 2,141 $321K 0.01% 0 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: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 2,936 shares; 2025Q4: 2,368 shares; 2026Q1: 2,382 shares; 2026Q2: 2,152 shares 2,152 $319K 0.01% -230 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,582 shares; 2025Q3: 5,500 shares; 2025Q4: 4,872 shares; 2026Q1: 5,934 shares; 2026Q2: 3,934 shares 3,934 $316K 0.01% -2,000 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: 3,407 shares; 2024Q4: 3,468 shares; 2025Q1: 3,407 shares; 2025Q2: 3,866 shares; 2025Q3: 3,930 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares; 2026Q2: 4,068 shares 4,068 $315K 0.01% -47 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,797 shares; 2024Q4: 6,206 shares; 2025Q1: 6,263 shares; 2025Q2: 6,402 shares; 2025Q3: 6,382 shares; 2025Q4: 6,499 shares; 2026Q1: 6,784 shares; 2026Q2: 6,694 shares 6,694 $311K 0.01% -90 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: 899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 955 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares; 2026Q2: 1,068 shares 1,068 $310K 0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $307K 0.01% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,499 shares; 2025Q1: 6,499 shares; 2025Q2: 6,499 shares; 2025Q3: 6,499 shares; 2025Q4: 6,499 shares; 2026Q1: 6,499 shares; 2026Q2: 6,499 shares 6,499 $305K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 589 shares; 2025Q4: 594 shares; 2026Q1: 583 shares; 2026Q2: 583 shares 583 $303K 0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,403 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $300K 0.01% 0 Timeline BBUS 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: 2,227 shares; 2024Q4: 2,227 shares; 2025Q1: 2,227 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,227 shares; 2026Q1: 2,227 shares; 2026Q2: 2,217 shares 2,217 $299K 0.01% -10 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 7,795 shares; 2025Q1: 8,100 shares; 2025Q2: 11,724 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,724 shares; 2026Q2: 9,258 shares 9,258 $294K 0.01% +2,534 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,052 shares; 2024Q4: 4,052 shares; 2025Q1: 3,752 shares; 2025Q2: 3,755 shares; 2025Q3: 2,087 shares; 2025Q4: 2,103 shares; 2026Q1: 1,892 shares; 2026Q2: 1,884 shares 1,884 $292K 0.01% -8 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144 shares 144 $286K 0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,401 shares; 2024Q4: 17,826 shares; 2025Q1: 18,263 shares; 2025Q2: 18,758 shares; 2025Q3: 19,225 shares; 2025Q4: 19,771 shares; 2026Q1: 25,346 shares; 2026Q2: 26,159 shares 26,159 $284K 0.01% +813 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $281K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,304 shares; 2025Q3: 2,321 shares; 2025Q4: 2,447 shares; 2026Q1: 2,458 shares; 2026Q2: 2,524 shares 2,524 $278K 0.01% +66 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: 592 shares; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: 568 shares; 2025Q3: 675 shares; 2025Q4: not reported; 2026Q1: 1,003 shares; 2026Q2: 1,355 shares 1,355 $278K 0.01% +352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares; 2026Q1: 3,675 shares; 2026Q2: 3,679 shares 3,679 $278K 0.01% +4 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,460 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,463 shares; 2025Q3: 2,410 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $277K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,282 shares; 2026Q1: not reported; 2026Q2: 2,952 shares 2,952 $277K 0.01% new 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: 3,209 shares; 2024Q4: 9,378 shares; 2025Q1: 9,378 shares; 2025Q2: 10,778 shares; 2025Q3: 9,378 shares; 2025Q4: 9,378 shares; 2026Q1: 9,378 shares; 2026Q2: 9,378 shares 9,378 $276K 0.01% 0 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 12,758 shares; 2026Q2: 13,482 shares 13,482 $275K 0.01% +724 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842 shares; 2024Q4: 842 shares; 2025Q1: 820 shares; 2025Q2: 903 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $274K 0.01% 0 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,643 shares; 2025Q3: 3,643 shares; 2025Q4: 3,643 shares; 2026Q1: 3,643 shares; 2026Q2: 3,643 shares 3,643 $272K 0.01% 0 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: 5,775 shares; 2024Q4: not reported; 2025Q1: 5,775 shares; 2025Q2: 9,126 shares; 2025Q3: 10,894 shares; 2025Q4: 11,766 shares; 2026Q1: 11,062 shares; 2026Q2: 11,062 shares 11,062 $272K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,219 shares; 2025Q2: not reported; 2025Q3: 4,089 shares; 2025Q4: 3,709 shares; 2026Q1: 3,552 shares; 2026Q2: 3,552 shares 3,552 $271K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,159 shares; 2025Q3: 3,831 shares; 2025Q4: 3,302 shares; 2026Q1: 3,302 shares; 2026Q2: 3,585 shares 3,585 $271K 0.01% +283 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169 shares; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares; 2026Q2: 2,181 shares 2,181 $265K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,602 shares; 2025Q3: 1,604 shares; 2025Q4: 1,658 shares; 2026Q1: 1,660 shares; 2026Q2: 1,662 shares 1,662 $261K 0.01% +2 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: 857 shares; 2024Q4: 874 shares; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 859 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 860 shares 860 $261K 0.01% 0 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: 7,496 shares; 2025Q1: 4,419 shares; 2025Q2: 4,432 shares; 2025Q3: 4,443 shares; 2025Q4: 4,454 shares; 2026Q1: 4,465 shares; 2026Q2: 4,615 shares 4,615 $261K 0.01% +150 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 543 shares; 2026Q2: 2,091 shares 2,091 $260K 0.01% +1,548 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,497 shares; 2024Q4: 33,497 shares; 2025Q1: 23,288 shares; 2025Q2: 23,288 shares; 2025Q3: 23,288 shares; 2025Q4: 23,288 shares; 2026Q1: 23,288 shares; 2026Q2: 23,288 shares 23,288 $258K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares; 2026Q2: 1,834 shares 1,834 $257K 0.01% +1 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,621 shares; 2024Q4: 4,621 shares; 2025Q1: 4,621 shares; 2025Q2: 4,626 shares; 2025Q3: 4,621 shares; 2025Q4: 4,621 shares; 2026Q1: not reported; 2026Q2: 4,621 shares 4,621 $254K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,970 shares; 2025Q3: 3,036 shares; 2025Q4: not reported; 2026Q1: 2,970 shares; 2026Q2: 2,970 shares 2,970 $252K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,865 shares; 2025Q1: 1,868 shares; 2025Q2: 1,870 shares; 2025Q3: 1,872 shares; 2025Q4: 1,939 shares; 2026Q1: 1,941 shares; 2026Q2: 1,903 shares 1,903 $250K 0.01% -38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,226 shares 5,226 $248K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,716 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,167 shares; 2025Q4: 2,118 shares; 2026Q1: 2,118 shares; 2026Q2: 2,118 shares 2,118 $244K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 793 shares; 2026Q1: 728 shares; 2026Q2: 777 shares 777 $243K 0.01% +49 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,250 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $243K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 490 shares; 2025Q4: 490 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $243K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,035 shares; 2025Q4: 4,367 shares; 2026Q1: 4,367 shares; 2026Q2: 4,007 shares 4,007 $242K 0.01% -360 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,838 shares; 2026Q1: 5,966 shares; 2026Q2: 3,967 shares 3,967 $238K 0.01% -1,999 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,725 shares; 2024Q4: 33,256 shares; 2025Q1: 38,830 shares; 2025Q2: 51,264 shares; 2025Q3: 42,333 shares; 2025Q4: 45,874 shares; 2026Q1: 49,222 shares; 2026Q2: 51,619 shares 51,619 $238K 0.01% +2,397 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: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $238K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,292 shares; 2026Q2: 13,294 shares 13,294 $236K 0.01% +2 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,076 shares; 2026Q2: 3,076 shares 3,076 $235K 0.01% 0 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: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,193 shares; 2025Q2: 2,193 shares; 2025Q3: 2,193 shares; 2025Q4: 2,864 shares; 2026Q1: 2,664 shares; 2026Q2: 2,421 shares 2,421 $231K 0.01% -243 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 841 shares; 2025Q4: 829 shares; 2026Q1: 830 shares; 2026Q2: 845 shares 845 $229K 0.01% +15 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,829 shares; 2024Q4: 5,829 shares; 2025Q1: 5,829 shares; 2025Q2: 5,831 shares; 2025Q3: 5,833 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares; 2026Q2: 1,896 shares 1,896 $228K 0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,750 shares 4,750 $227K 0.01% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE 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: 5,736 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,736 shares 5,736 $227K 0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,601 shares; 2026Q2: 2,601 shares 2,601 $225K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,957 shares; 2026Q1: 1,957 shares; 2026Q2: 1,957 shares 1,957 $223K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 5,804 shares; 2025Q3: 5,804 shares; 2025Q4: 5,804 shares; 2026Q1: 5,804 shares; 2026Q2: 5,804 shares 5,804 $221K 0.01% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 903 shares 903 $218K 0.01% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,280 shares 2,280 $217K 0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 4,018 shares; 2026Q1: 4,018 shares; 2026Q2: 4,018 shares 4,018 $214K 0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 2,700 shares 2,700 $211K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $211K 0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890 shares; 2026Q1: not reported; 2026Q2: 891 shares 891 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $208K 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,682 shares; 2024Q4: 2,741 shares; 2025Q1: 2,741 shares; 2025Q2: 2,741 shares; 2025Q3: 2,559 shares; 2025Q4: not reported; 2026Q1: 2,517 shares; 2026Q2: 2,517 shares 2,517 $206K 0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $204K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $203K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,956 shares 1,956 $202K 0.01% new Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,644 shares 2,644 $202K 0.01% new 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: 3,653 shares; 2024Q4: 3,653 shares; 2025Q1: not reported; 2025Q2: 3,653 shares; 2025Q3: 3,895 shares; 2025Q4: 3,917 shares; 2026Q1: not reported; 2026Q2: 2,209 shares 2,209 $201K 0.01% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 2,007 shares 2,007 $200K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,853 shares; 2024Q4: not reported; 2025Q1: 11,116 shares; 2025Q2: 11,116 shares; 2025Q3: 11,116 shares; 2025Q4: 11,076 shares; 2026Q1: 11,076 shares; 2026Q2: 11,076 shares 11,076 $192K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,993 shares; 2026Q1: 9,993 shares; 2026Q2: 10,173 shares 10,173 $192K 0.01% +180 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE 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: 32,740 shares 32,740 $188K 0.01% new Timeline CRT CROSS TIMBERS RTY TR More: the full row for CROSS TIMBERS RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,852 shares; 2026Q2: 16,652 shares 16,652 $151K 0.01% +1,800 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN 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: 25,000 shares 25,000 $142K <0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,191 shares; 2024Q4: 44,191 shares; 2025Q1: 44,191 shares; 2025Q2: 44,319 shares; 2025Q3: 44,191 shares; 2025Q4: 45,491 shares; 2026Q1: 45,191 shares; 2026Q2: 45,191 shares 45,191 $142K <0.01% 0 Timeline ZDGE ZEDGE INC More: the full row for ZEDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,183 shares; 2025Q2: 12,183 shares; 2025Q3: 45,671 shares; 2025Q4: 45,671 shares; 2026Q1: 45,671 shares; 2026Q2: 45,671 shares 45,671 $142K <0.01% 0 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,008 shares; 2025Q2: 22,008 shares; 2025Q3: 22,008 shares; 2025Q4: 22,008 shares; 2026Q1: 30,008 shares; 2026Q2: 35,508 shares 35,508 $114K <0.01% +5,500 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 10,064 shares; 2026Q2: 10,412 shares 10,412 $113K <0.01% +348 Timeline MARPS MARINE PETE TR More: the full row for MARINE PETE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,956 shares; 2026Q2: 19,956 shares 19,956 $90.2K <0.01% +4,000 Timeline MTR MESA RTY TR More: the full row for MESA RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,370 shares; 2025Q2: 16,370 shares; 2025Q3: 16,370 shares; 2025Q4: 16,370 shares; 2026Q1: 16,370 shares; 2026Q2: 22,570 shares 22,570 $70K <0.01% +6,200 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $60.4K <0.01% new Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,610 shares; 2025Q2: 17,610 shares; 2025Q3: 17,610 shares; 2025Q4: 14,110 shares; 2026Q1: 14,110 shares; 2026Q2: 21,310 shares 21,310 $59.2K <0.01% +7,200 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,369 shares; 2025Q2: 12,369 shares; 2025Q3: 12,369 shares; 2025Q4: 12,369 shares; 2026Q1: 12,369 shares; 2026Q2: 12,369 shares 12,369 $49.1K <0.01% 0 Timeline WWR WESTWATER RES INC More: the full row for WESTWATER RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,954 shares; 2024Q4: 22,954 shares; 2025Q1: 22,954 shares; 2025Q2: 22,954 shares; 2025Q3: 22,954 shares; 2025Q4: 22,954 shares; 2026Q1: 22,954 shares; 2026Q2: 30,479 shares 30,479 $15.4K <0.01% +7,525 Timeline CTM CASTELLUM INC More: the full row for CASTELLUM 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $7.2K <0.01% 0 Timeline