AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 706,554 shares; 2024Q2: 707,867 shares; 2024Q3: 662,801 shares; 2024Q4: 650,634 shares; 2025Q1: 650,320 shares; 2025Q2: 670,450 shares; 2025Q3: 703,416 shares; 2025Q4: 688,984 shares 688,984 $187M 6.41% -14,432 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 59,096 shares; 2024Q2: 590,185 shares; 2024Q3: 631,667 shares; 2024Q4: 612,125 shares; 2025Q1: 795,044 shares; 2025Q2: 937,423 shares; 2025Q3: 931,646 shares; 2025Q4: 945,919 shares 945,919 $176M 6.04% +14,273 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 250,156 shares; 2024Q2: 246,280 shares; 2024Q3: 257,996 shares; 2024Q4: 268,016 shares; 2025Q1: 281,944 shares; 2025Q2: 298,567 shares; 2025Q3: 291,960 shares; 2025Q4: 304,424 shares 304,424 $147M 5.04% +12,464 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; 2024Q1: 457,741 shares; 2024Q2: 472,778 shares; 2024Q3: 485,009 shares; 2024Q4: 489,812 shares; 2025Q1: 482,900 shares; 2025Q2: 564,862 shares; 2025Q3: 580,316 shares; 2025Q4: 612,612 shares 612,612 $141M 4.84% +32,296 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 542,078 shares; 2024Q2: 544,086 shares; 2024Q3: 526,956 shares; 2024Q4: 537,201 shares; 2025Q1: 492,306 shares; 2025Q2: 481,800 shares; 2025Q3: 473,413 shares; 2025Q4: 444,568 shares 444,568 $139M 4.76% -28,845 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; 2024Q1: 4,483 shares; 2024Q2: 5,054 shares; 2024Q3: 43,774 shares; 2024Q4: 50,571 shares; 2025Q1: 194,028 shares; 2025Q2: 401,263 shares; 2025Q3: 392,270 shares; 2025Q4: 372,811 shares 372,811 $113M 3.88% -19,459 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 167,109 shares; 2024Q2: 176,803 shares; 2024Q3: 186,968 shares; 2024Q4: 188,333 shares; 2025Q1: 237,680 shares; 2025Q2: 286,572 shares; 2025Q3: 263,353 shares; 2025Q4: 265,745 shares 265,745 $112M 3.84% +2,392 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 167,773 shares; 2024Q2: 174,171 shares; 2024Q3: 179,457 shares; 2024Q4: 182,032 shares; 2025Q1: 187,570 shares; 2025Q2: 164,751 shares; 2025Q3: 187,122 shares; 2025Q4: 209,372 shares 209,372 $105M 3.6% +22,250 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; 2024Q1: 160,169 shares; 2024Q2: 198,940 shares; 2024Q3: 231,566 shares; 2024Q4: 467,464 shares; 2025Q1: 480,092 shares; 2025Q2: 514,610 shares; 2025Q3: 554,585 shares; 2025Q4: 539,031 shares 539,031 $99.3M 3.4% -15,554 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,227 shares; 2024Q2: 1,444 shares; 2024Q3: 16,694 shares; 2024Q4: 16,767 shares; 2025Q1: 27,966 shares; 2025Q2: 368,561 shares; 2025Q3: 335,479 shares; 2025Q4: 271,576 shares 271,576 $94M 3.22% -63,903 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; 2024Q1: 182,458 shares; 2024Q2: 180,952 shares; 2024Q3: 243,172 shares; 2024Q4: 284,661 shares; 2025Q1: 332,397 shares; 2025Q2: 337,830 shares; 2025Q3: 331,476 shares; 2025Q4: 287,260 shares 287,260 $92.6M 3.17% -44,216 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; 2024Q1: 562 shares; 2024Q2: 489 shares; 2024Q3: not reported; 2024Q4: 355 shares; 2025Q1: 73,307 shares; 2025Q2: 99,128 shares; 2025Q3: 98,946 shares; 2025Q4: 102,288 shares 102,288 $89.9M 3.08% +3,342 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; 2024Q1: 14,330 shares; 2024Q2: 108,826 shares; 2024Q3: 123,716 shares; 2024Q4: 102,866 shares; 2025Q1: 102,392 shares; 2025Q2: 121,183 shares; 2025Q3: 122,722 shares; 2025Q4: 122,236 shares 122,236 $80.7M 2.76% -486 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; 2024Q1: 407,972 shares; 2024Q2: 423,432 shares; 2024Q3: 427,708 shares; 2024Q4: 545,934 shares; 2025Q1: 587,411 shares; 2025Q2: 658,938 shares; 2025Q3: 665,602 shares; 2025Q4: 644,401 shares 644,401 $74.3M 2.54% -21,201 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; 2024Q1: 497,670 shares; 2024Q2: 592,733 shares; 2024Q3: 657,008 shares; 2024Q4: 696,223 shares; 2025Q1: 672,244 shares; 2025Q2: 803,552 shares; 2025Q3: 879,298 shares; 2025Q4: 898,899 shares 898,899 $72.2M 2.47% +19,601 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 113,456 shares; 2024Q2: 110,354 shares; 2024Q3: 116,566 shares; 2024Q4: 125,141 shares; 2025Q1: 139,204 shares; 2025Q2: 163,211 shares; 2025Q3: 160,764 shares; 2025Q4: 125,238 shares 125,238 $71.7M 2.46% -35,526 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 68,336 shares; 2024Q2: 95,138 shares; 2024Q3: 99,795 shares; 2024Q4: 94,648 shares; 2025Q1: 66,033 shares; 2025Q2: 81,923 shares; 2025Q3: 92,600 shares; 2025Q4: 102,781 shares 102,781 $58.2M 1.99% +10,181 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 74,244 shares; 2024Q2: 86,387 shares; 2024Q3: 85,949 shares; 2024Q4: 33,054 shares; 2025Q1: 30,624 shares; 2025Q2: 35,577 shares; 2025Q3: 124,682 shares; 2025Q4: 129,302 shares 129,302 $42.7M 1.46% +4,620 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 83,468 shares; 2024Q2: 89,278 shares; 2024Q3: 82,402 shares; 2024Q4: 85,573 shares; 2025Q1: 86,919 shares; 2025Q2: 83,151 shares; 2025Q3: 79,788 shares; 2025Q4: 260,129 shares 260,129 $42.1M 1.44% +180,341 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; 2024Q1: 35,164 shares; 2024Q2: 50,643 shares; 2024Q3: 47,168 shares; 2024Q4: 27,107 shares; 2025Q1: 39,068 shares; 2025Q2: 192,355 shares; 2025Q3: 206,849 shares; 2025Q4: 151,310 shares 151,310 $32.4M 1.11% -55,539 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; 2024Q1: 24,813 shares; 2024Q2: 23,930 shares; 2024Q3: 51,108 shares; 2024Q4: 29,660 shares; 2025Q1: 30,233 shares; 2025Q2: 29,568 shares; 2025Q3: 60,601 shares; 2025Q4: 61,945 shares 61,945 $30M 1.03% +1,344 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; 2024Q1: 14,727 shares; 2024Q2: 14,097 shares; 2024Q3: 14,962 shares; 2024Q4: 12,471 shares; 2025Q1: 13,940 shares; 2025Q2: 14,852 shares; 2025Q3: 15,543 shares; 2025Q4: 27,402 shares 27,402 $29.4M 1.01% +11,859 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; 2024Q1: 427,991 shares; 2024Q2: 417,452 shares; 2024Q3: 425,138 shares; 2024Q4: 414,010 shares; 2025Q1: 395,866 shares; 2025Q2: 392,569 shares; 2025Q3: 368,798 shares; 2025Q4: 362,454 shares 362,454 $27.9M 0.96% -6,344 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; 2024Q1: 61,371 shares; 2024Q2: 51,624 shares; 2024Q3: 60,913 shares; 2024Q4: 81,564 shares; 2025Q1: 49,269 shares; 2025Q2: 28,528 shares; 2025Q3: 30,023 shares; 2025Q4: 25,943 shares 25,943 $27.8M 0.95% -4,080 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 112,146 shares; 2024Q2: 121,876 shares; 2024Q3: 123,723 shares; 2024Q4: 77,906 shares; 2025Q1: 86,391 shares; 2025Q2: 150,791 shares; 2025Q3: 158,257 shares; 2025Q4: 179,445 shares 179,445 $27.3M 0.94% +21,188 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; 2024Q1: 33,516 shares; 2024Q2: 33,876 shares; 2024Q3: 29,376 shares; 2024Q4: 28,423 shares; 2025Q1: 30,895 shares; 2025Q2: 32,506 shares; 2025Q3: 31,946 shares; 2025Q4: 31,316 shares 31,316 $27M 0.92% -630 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; 2024Q1: 511,171 shares; 2024Q2: 545,404 shares; 2024Q3: 645,058 shares; 2024Q4: 664,719 shares; 2025Q1: 688,201 shares; 2025Q2: 685,908 shares; 2025Q3: 671,442 shares; 2025Q4: 649,377 shares 649,377 $26.4M 0.91% -22,065 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; 2024Q1: 78,657 shares; 2024Q2: 75,974 shares; 2024Q3: 84,058 shares; 2024Q4: 82,332 shares; 2025Q1: 85,188 shares; 2025Q2: 85,426 shares; 2025Q3: 81,173 shares; 2025Q4: 80,095 shares 80,095 $25.5M 0.87% -1,078 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 202,344 shares; 2024Q2: 217,896 shares; 2024Q3: 214,268 shares; 2024Q4: 172,370 shares; 2025Q1: 178,191 shares; 2025Q2: 208,215 shares; 2025Q3: 218,189 shares; 2025Q4: 225,865 shares 225,865 $24.9M 0.85% +7,676 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 294,340 shares; 2024Q2: 168,845 shares; 2024Q3: 176,629 shares; 2024Q4: 171,559 shares; 2025Q1: 172,125 shares; 2025Q2: 94,083 shares; 2025Q3: 91,667 shares; 2025Q4: 90,606 shares 90,606 $24.7M 0.85% -1,061 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 67,835 shares; 2024Q2: 71,133 shares; 2024Q3: 72,109 shares; 2024Q4: 49,021 shares; 2025Q1: 30,283 shares; 2025Q2: 27,502 shares; 2025Q3: 26,351 shares; 2025Q4: 256,628 shares 256,628 $24.1M 0.82% +230,277 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 111,572 shares; 2024Q2: 114,759 shares; 2024Q3: 117,802 shares; 2024Q4: 119,538 shares; 2025Q1: 73,774 shares; 2025Q2: 72,067 shares; 2025Q3: 70,333 shares; 2025Q4: 66,932 shares 66,932 $23.5M 0.8% -3,401 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; 2024Q1: 25,962 shares; 2024Q2: 48,843 shares; 2024Q3: 941 shares; 2024Q4: 39,967 shares; 2025Q1: 28,038 shares; 2025Q2: 28,152 shares; 2025Q3: 45,351 shares; 2025Q4: 49,424 shares 49,424 $23.2M 0.79% +4,073 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 86,453 shares; 2024Q2: 88,234 shares; 2024Q3: 86,661 shares; 2024Q4: 84,604 shares; 2025Q1: 81,018 shares; 2025Q2: 79,430 shares; 2025Q3: 76,253 shares; 2025Q4: 75,283 shares 75,283 $23M 0.79% -970 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 42,274 shares; 2024Q2: 48,408 shares; 2024Q3: 46,780 shares; 2024Q4: 47,312 shares; 2025Q1: 45,947 shares; 2025Q2: 111,539 shares; 2025Q3: 44,825 shares; 2025Q4: 114,742 shares 114,742 $22.4M 0.77% +69,917 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 207,603 shares; 2024Q2: 216,252 shares; 2024Q3: 210,615 shares; 2024Q4: 189,046 shares; 2025Q1: 187,465 shares; 2025Q2: 219,571 shares; 2025Q3: 232,551 shares; 2025Q4: 239,469 shares 239,469 $22.3M 0.76% +6,918 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 245,728 shares; 2024Q2: 162,457 shares; 2024Q3: 163,314 shares; 2024Q4: 149,314 shares; 2025Q1: 152,078 shares; 2025Q2: 152,741 shares; 2025Q3: 107,264 shares; 2025Q4: 103,844 shares 103,844 $21.5M 0.74% -3,420 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,935 shares; 2024Q4: 29,930 shares; 2025Q1: 203,088 shares; 2025Q2: 220,185 shares; 2025Q3: 249,090 shares; 2025Q4: 276,853 shares 276,853 $20.9M 0.71% +27,763 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; 2024Q1: 574,888 shares; 2024Q2: 623,549 shares; 2024Q3: 615,962 shares; 2024Q4: 648,399 shares; 2025Q1: 659,077 shares; 2025Q2: 499,328 shares; 2025Q3: 292,953 shares; 2025Q4: 291,563 shares 291,563 $20.4M 0.7% -1,390 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,123 shares; 2024Q2: 101,264 shares; 2024Q3: 90,193 shares; 2024Q4: 71,650 shares; 2025Q1: 49,404 shares; 2025Q2: 35,119 shares; 2025Q3: 40,502 shares; 2025Q4: 44,465 shares 44,465 $20M 0.68% +3,963 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; 2024Q1: 8,792 shares; 2024Q2: 15,547 shares; 2024Q3: 233,549 shares; 2024Q4: 73,294 shares; 2025Q1: 103,249 shares; 2025Q2: 104,637 shares; 2025Q3: 102,636 shares; 2025Q4: 104,938 shares 104,938 $18.7M 0.64% +2,302 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 172,008 shares; 2024Q2: 182,479 shares; 2024Q3: 180,134 shares; 2024Q4: 230,532 shares; 2025Q1: 222,161 shares; 2025Q2: 217,129 shares; 2025Q3: 217,820 shares; 2025Q4: 222,225 shares 222,225 $18.6M 0.64% +4,405 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242,595 shares 242,595 $15.9M 0.54% new 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; 2024Q1: 7,400 shares; 2024Q2: 7,290 shares; 2024Q3: 7,324 shares; 2024Q4: 7,324 shares; 2025Q1: 7,221 shares; 2025Q2: 48,902 shares; 2025Q3: 51,401 shares; 2025Q4: 54,589 shares 54,589 $15.6M 0.53% +3,188 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; 2024Q1: 35,222 shares; 2024Q2: 36,266 shares; 2024Q3: 33,923 shares; 2024Q4: 58,997 shares; 2025Q1: 66,523 shares; 2025Q2: 35,373 shares; 2025Q3: 44,024 shares; 2025Q4: 44,365 shares 44,365 $15.3M 0.52% +341 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 41,796 shares; 2024Q2: 123,525 shares; 2024Q3: 155,675 shares; 2024Q4: 198,726 shares; 2025Q1: 402,525 shares; 2025Q2: 103,524 shares; 2025Q3: 102,829 shares; 2025Q4: 98,467 shares 98,467 $15.2M 0.52% -4,362 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 57,528 shares; 2024Q2: 56,216 shares; 2024Q3: 50,287 shares; 2024Q4: 50,426 shares; 2025Q1: 47,688 shares; 2025Q2: 47,150 shares; 2025Q3: 48,184 shares; 2025Q4: 47,839 shares 47,839 $15M 0.51% -345 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; 2024Q1: 97,276 shares; 2024Q2: 99,426 shares; 2024Q3: 98,017 shares; 2024Q4: 99,377 shares; 2025Q1: 93,027 shares; 2025Q2: 92,677 shares; 2025Q3: 86,546 shares; 2025Q4: 84,347 shares 84,347 $14.6M 0.5% -2,199 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 762 shares; 2024Q2: not reported; 2024Q3: 623 shares; 2024Q4: 644 shares; 2025Q1: 699 shares; 2025Q2: 744 shares; 2025Q3: not reported; 2025Q4: 53,828 shares 53,828 $14.4M 0.49% new 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; 2024Q1: 22,595 shares; 2024Q2: 22,815 shares; 2024Q3: 21,741 shares; 2024Q4: 22,378 shares; 2025Q1: 22,993 shares; 2025Q2: 24,775 shares; 2025Q3: 22,229 shares; 2025Q4: 21,196 shares 21,196 $13M 0.45% -1,033 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,593 shares; 2024Q2: 13,679 shares; 2024Q3: 13,497 shares; 2024Q4: 8,372 shares; 2025Q1: 8,537 shares; 2025Q2: 7,289 shares; 2025Q3: 46,741 shares; 2025Q4: 55,654 shares 55,654 $12.7M 0.44% +8,913 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,215 shares; 2025Q3: 71,190 shares; 2025Q4: 69,931 shares 69,931 $12.1M 0.42% -1,259 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; 2024Q1: 47,384 shares; 2024Q2: 48,425 shares; 2024Q3: 46,926 shares; 2024Q4: 45,363 shares; 2025Q1: 118,449 shares; 2025Q2: 47,622 shares; 2025Q3: 45,451 shares; 2025Q4: 44,973 shares 44,973 $10.4M 0.36% -478 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 249,546 shares; 2024Q2: 285,100 shares; 2024Q3: 295,829 shares; 2024Q4: 292,808 shares; 2025Q1: 295,666 shares; 2025Q2: 140,334 shares; 2025Q3: 132,858 shares; 2025Q4: 129,114 shares 129,114 $10.2M 0.35% -3,744 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 221,065 shares; 2024Q2: 201,073 shares; 2024Q3: 197,020 shares; 2024Q4: 121,093 shares; 2025Q1: 199,629 shares; 2025Q2: 216,307 shares; 2025Q3: 237,591 shares; 2025Q4: 55,307 shares 55,307 $9.71M 0.33% -182,284 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; 2024Q1: 16,168 shares; 2024Q2: 15,739 shares; 2024Q3: 13,082 shares; 2024Q4: 16,632 shares; 2025Q1: 13,489 shares; 2025Q2: 13,605 shares; 2025Q3: 15,268 shares; 2025Q4: 15,183 shares 15,183 $9.52M 0.33% -85 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; 2024Q1: 48,362 shares; 2024Q2: 47,091 shares; 2024Q3: 45,878 shares; 2024Q4: 46,277 shares; 2025Q1: 44,834 shares; 2025Q2: 43,703 shares; 2025Q3: 41,549 shares; 2025Q4: 39,650 shares 39,650 $8.71M 0.3% -1,899 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; 2024Q1: 231,615 shares; 2024Q2: 223,998 shares; 2024Q3: 231,527 shares; 2024Q4: 229,338 shares; 2025Q1: 68,262 shares; 2025Q2: 66,626 shares; 2025Q3: 65,133 shares; 2025Q4: 64,947 shares 64,947 $6.84M 0.23% -186 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25,532 shares; 2024Q2: 25,532 shares; 2024Q3: 25,532 shares; 2024Q4: 25,545 shares; 2025Q1: 25,545 shares; 2025Q2: 25,545 shares; 2025Q3: 24,767 shares; 2025Q4: 22,021 shares 22,021 $6.36M 0.22% -2,746 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 39,627 shares; 2024Q2: 36,953 shares; 2024Q3: 29,451 shares; 2024Q4: 30,061 shares; 2025Q1: 47,583 shares; 2025Q2: 50,963 shares; 2025Q3: 52,171 shares; 2025Q4: 53,082 shares 53,082 $5.91M 0.2% +911 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; 2024Q1: 6,878 shares; 2024Q2: 6,971 shares; 2024Q3: 6,488 shares; 2024Q4: 6,390 shares; 2025Q1: 19,568 shares; 2025Q2: 19,630 shares; 2025Q3: 19,630 shares; 2025Q4: 19,354 shares 19,354 $4.97M 0.17% -276 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; 2024Q1: 39,201 shares; 2024Q2: 41,739 shares; 2024Q3: 41,513 shares; 2024Q4: 40,640 shares; 2025Q1: 53,655 shares; 2025Q2: 42,100 shares; 2025Q3: 39,775 shares; 2025Q4: 39,685 shares 39,685 $4.78M 0.16% -90 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; 2024Q1: 6,802 shares; 2024Q2: 6,902 shares; 2024Q3: 5,643 shares; 2024Q4: 6,652 shares; 2025Q1: 8,223 shares; 2025Q2: 8,253 shares; 2025Q3: 7,123 shares; 2025Q4: 6,760 shares 6,760 $4.61M 0.16% -363 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; 2024Q1: 52,856 shares; 2024Q2: 57,488 shares; 2024Q3: 52,461 shares; 2024Q4: 160,765 shares; 2025Q1: 177,399 shares; 2025Q2: 184,522 shares; 2025Q3: 161,892 shares; 2025Q4: 164,993 shares 164,993 $4.53M 0.15% +3,101 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 204,072 shares; 2024Q2: 6,599 shares; 2024Q3: 8,627 shares; 2024Q4: 9,562 shares; 2025Q1: 26,660 shares; 2025Q2: 27,251 shares; 2025Q3: 26,944 shares; 2025Q4: 26,816 shares 26,816 $4.32M 0.15% -128 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 126,416 shares; 2024Q2: 155,484 shares; 2024Q3: 146,569 shares; 2024Q4: 20,528 shares; 2025Q1: 19,610 shares; 2025Q2: 19,774 shares; 2025Q3: 15,929 shares; 2025Q4: 12,659 shares 12,659 $4.14M 0.14% -3,270 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; 2024Q1: 7,479 shares; 2024Q2: 7,557 shares; 2024Q3: 90,343 shares; 2024Q4: 119,949 shares; 2025Q1: 111,576 shares; 2025Q2: 15,260 shares; 2025Q3: 14,355 shares; 2025Q4: 15,607 shares 15,607 $4.03M 0.14% +1,252 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; 2024Q1: 12,884 shares; 2024Q2: 12,894 shares; 2024Q3: 11,832 shares; 2024Q4: 11,801 shares; 2025Q1: 11,487 shares; 2025Q2: 10,470 shares; 2025Q3: 10,122 shares; 2025Q4: 9,626 shares 9,626 $3.97M 0.14% -496 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 43,568 shares; 2024Q2: 41,281 shares; 2024Q3: 41,176 shares; 2024Q4: 43,646 shares; 2025Q1: 43,556 shares; 2025Q2: 48,239 shares; 2025Q3: 50,562 shares; 2025Q4: 48,915 shares 48,915 $3.9M 0.13% -1,647 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; 2024Q1: 35,034 shares; 2024Q2: 38,337 shares; 2024Q3: 36,385 shares; 2024Q4: 36,180 shares; 2025Q1: 42,647 shares; 2025Q2: 44,000 shares; 2025Q3: 41,011 shares; 2025Q4: 40,807 shares 40,807 $3.8M 0.13% -204 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 89,651 shares; 2024Q2: 83,225 shares; 2024Q3: 80,610 shares; 2024Q4: 128,721 shares; 2025Q1: 126,017 shares; 2025Q2: 99,134 shares; 2025Q3: 98,197 shares; 2025Q4: 90,132 shares 90,132 $3.63M 0.12% -8,065 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 501 shares; 2024Q2: 724 shares; 2024Q3: 796 shares; 2024Q4: 781 shares; 2025Q1: 2,723 shares; 2025Q2: 2,707 shares; 2025Q3: 2,719 shares; 2025Q4: 2,725 shares 2,725 $3.31M 0.11% +6 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; 2024Q1: 27,320 shares; 2024Q2: 28,937 shares; 2024Q3: 26,994 shares; 2024Q4: 27,230 shares; 2025Q1: 26,628 shares; 2025Q2: 25,621 shares; 2025Q3: 25,343 shares; 2025Q4: 23,242 shares 23,242 $3.28M 0.11% -2,101 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; 2024Q1: 18,790 shares; 2024Q2: 17,440 shares; 2024Q3: 21,282 shares; 2024Q4: 24,227 shares; 2025Q1: 22,798 shares; 2025Q2: 23,246 shares; 2025Q3: 21,936 shares; 2025Q4: 21,661 shares 21,661 $3.11M 0.11% -275 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 102,697 shares; 2024Q2: 135,116 shares; 2024Q3: 150,874 shares; 2024Q4: 144,412 shares; 2025Q1: 160,678 shares; 2025Q2: 20,570 shares; 2025Q3: 18,300 shares; 2025Q4: 18,032 shares 18,032 $3.08M 0.11% -268 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; 2024Q1: 110,563 shares; 2024Q2: 157,461 shares; 2024Q3: 50,513 shares; 2024Q4: 47,419 shares; 2025Q1: 65,038 shares; 2025Q2: 54,050 shares; 2025Q3: 52,611 shares; 2025Q4: 53,339 shares 53,339 $2.93M 0.1% +728 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; 2024Q1: 4,630 shares; 2024Q2: 7,165 shares; 2024Q3: 5,537 shares; 2024Q4: 5,108 shares; 2025Q1: 7,507 shares; 2025Q2: 8,033 shares; 2025Q3: 10,276 shares; 2025Q4: 9,797 shares 9,797 $2.9M 0.1% -479 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,531 shares; 2024Q2: 4,427 shares; 2024Q3: 3,956 shares; 2024Q4: 3,846 shares; 2025Q1: 3,738 shares; 2025Q2: 3,553 shares; 2025Q3: 3,630 shares; 2025Q4: 4,197 shares 4,197 $2.87M 0.1% +567 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; 2024Q1: 10,549 shares; 2024Q2: 10,726 shares; 2024Q3: 10,255 shares; 2024Q4: 8,682 shares; 2025Q1: 9,309 shares; 2025Q2: 8,732 shares; 2025Q3: 7,973 shares; 2025Q4: 8,305 shares 8,305 $2.78M 0.1% +332 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,797 shares; 2024Q2: 24,801 shares; 2024Q3: 24,324 shares; 2024Q4: 15,157 shares; 2025Q1: 19,508 shares; 2025Q2: 14,488 shares; 2025Q3: 14,670 shares; 2025Q4: 14,720 shares 14,720 $2.7M 0.09% +50 Timeline SPHQ 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; 2024Q1: 43,220 shares; 2024Q2: 41,762 shares; 2024Q3: 39,778 shares; 2024Q4: 40,366 shares; 2025Q1: 39,176 shares; 2025Q2: 39,247 shares; 2025Q3: 34,662 shares; 2025Q4: 32,090 shares 32,090 $2.41M 0.08% -2,572 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,724 shares; 2024Q2: 10,234 shares; 2024Q3: 7,216 shares; 2024Q4: 7,314 shares; 2025Q1: 6,882 shares; 2025Q2: 6,936 shares; 2025Q3: 6,536 shares; 2025Q4: 6,324 shares 6,324 $2.36M 0.08% -212 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,223 shares; 2024Q2: 22,288 shares; 2024Q3: 22,025 shares; 2024Q4: 21,843 shares; 2025Q1: 31,246 shares; 2025Q2: 30,536 shares; 2025Q3: 25,701 shares; 2025Q4: 22,740 shares 22,740 $2.27M 0.08% -2,961 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 50,912 shares; 2024Q2: 47,551 shares; 2024Q3: 48,069 shares; 2024Q4: 48,793 shares; 2025Q1: 46,470 shares; 2025Q2: 47,553 shares; 2025Q3: 47,592 shares; 2025Q4: 44,410 shares 44,410 $2.26M 0.08% -3,182 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,425 shares; 2024Q2: 3,524 shares; 2024Q3: 3,574 shares; 2024Q4: 18,708 shares; 2025Q1: 11,458 shares; 2025Q2: 3,240 shares; 2025Q3: 3,016 shares; 2025Q4: 13,278 shares 13,278 $2.06M 0.07% +10,262 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,752 shares; 2024Q2: 15,619 shares; 2024Q3: 15,619 shares; 2024Q4: 15,699 shares; 2025Q1: 15,699 shares; 2025Q2: 15,619 shares; 2025Q3: 15,619 shares; 2025Q4: 16,305 shares 16,305 $2.01M 0.07% +686 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; 2024Q1: 12,151 shares; 2024Q2: 11,501 shares; 2024Q3: 11,093 shares; 2024Q4: 10,618 shares; 2025Q1: 10,498 shares; 2025Q2: 10,153 shares; 2025Q3: 10,130 shares; 2025Q4: 9,954 shares 9,954 $1.9M 0.07% -176 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 112,877 shares; 2024Q2: 29,526 shares; 2024Q3: 42,879 shares; 2024Q4: 28,413 shares; 2025Q1: 27,040 shares; 2025Q2: 26,491 shares; 2025Q3: 23,498 shares; 2025Q4: 22,496 shares 22,496 $1.89M 0.06% -1,002 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,815 shares; 2024Q2: 5,406 shares; 2024Q3: 5,498 shares; 2024Q4: 4,489 shares; 2025Q1: 3,879 shares; 2025Q2: 3,637 shares; 2025Q3: 3,362 shares; 2025Q4: 3,198 shares 3,198 $1.83M 0.06% -164 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,680 shares; 2025Q1: 13,568 shares; 2025Q2: 10,410 shares; 2025Q3: 9,912 shares; 2025Q4: 10,356 shares 10,356 $1.77M 0.06% +444 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; 2024Q1: 3,522 shares; 2024Q2: 3,189 shares; 2024Q3: 3,193 shares; 2024Q4: 3,471 shares; 2025Q1: 3,379 shares; 2025Q2: 3,306 shares; 2025Q3: 3,140 shares; 2025Q4: 3,186 shares 3,186 $1.55M 0.05% +46 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 193 shares; 2024Q2: 201 shares; 2024Q3: 231 shares; 2024Q4: 269 shares; 2025Q1: 796 shares; 2025Q2: 774 shares; 2025Q3: 781 shares; 2025Q4: 768 shares 768 $1.55M 0.05% -13 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,168 shares; 2024Q2: 6,899 shares; 2024Q3: 7,296 shares; 2024Q4: 7,557 shares; 2025Q1: 7,518 shares; 2025Q2: 14,517 shares; 2025Q3: 14,468 shares; 2025Q4: 14,918 shares 14,918 $1.49M 0.05% +450 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; 2024Q1: 23,335 shares; 2024Q2: 24,195 shares; 2024Q3: 24,249 shares; 2024Q4: 24,759 shares; 2025Q1: 26,137 shares; 2025Q2: 23,936 shares; 2025Q3: 25,630 shares; 2025Q4: 25,568 shares 25,568 $1.47M 0.05% -62 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; 2024Q1: 8,889 shares; 2024Q2: 11,501 shares; 2024Q3: 9,999 shares; 2024Q4: 9,656 shares; 2025Q1: 11,279 shares; 2025Q2: 12,271 shares; 2025Q3: 10,536 shares; 2025Q4: 10,267 shares 10,267 $1.47M 0.05% -269 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,201 shares; 2025Q2: 16,051 shares; 2025Q3: 16,051 shares; 2025Q4: 16,701 shares 16,701 $1.43M 0.05% +650 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,626 shares; 2025Q2: 118,363 shares; 2025Q3: 118,776 shares; 2025Q4: 119,300 shares 119,300 $1.42M 0.05% +524 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,514 shares; 2025Q3: 20,482 shares; 2025Q4: 12,441 shares 12,441 $1.41M 0.05% -8,041 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; 2024Q1: 7,336 shares; 2024Q2: 4,871 shares; 2024Q3: 3,750 shares; 2024Q4: 3,431 shares; 2025Q1: 3,588 shares; 2025Q2: 3,690 shares; 2025Q3: 3,860 shares; 2025Q4: 9,639 shares 9,639 $1.39M 0.05% +5,779 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; 2024Q1: 2,686 shares; 2024Q2: 2,678 shares; 2024Q3: 4,832 shares; 2024Q4: 4,859 shares; 2025Q1: 5,429 shares; 2025Q2: 5,101 shares; 2025Q3: 4,620 shares; 2025Q4: 4,727 shares 4,727 $1.37M 0.05% +107 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,011 shares; 2024Q2: 1,691 shares; 2024Q3: 2,015 shares; 2024Q4: 1,897 shares; 2025Q1: 5,109 shares; 2025Q2: 4,764 shares; 2025Q3: 4,737 shares; 2025Q4: 4,427 shares 4,427 $1.36M 0.05% -310 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,207 shares; 2024Q2: 5,108 shares; 2024Q3: 5,262 shares; 2024Q4: 5,216 shares; 2025Q1: 6,442 shares; 2025Q2: 6,309 shares; 2025Q3: 6,281 shares; 2025Q4: 6,281 shares 6,281 $1.36M 0.05% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,863 shares; 2025Q4: 31,689 shares 31,689 $1.36M 0.05% +19,826 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 61,838 shares; 2025Q1: 33,405 shares; 2025Q2: 21,837 shares; 2025Q3: 14,933 shares; 2025Q4: 33,709 shares 33,709 $1.36M 0.05% +18,776 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,559 shares; 2024Q2: 13,532 shares; 2024Q3: 12,857 shares; 2024Q4: 11,377 shares; 2025Q1: 11,270 shares; 2025Q2: 11,356 shares; 2025Q3: 7,279 shares; 2025Q4: 7,033 shares 7,033 $1.35M 0.05% -246 Timeline XLU 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; 2024Q1: 10,998 shares; 2024Q2: 10,847 shares; 2024Q3: 10,956 shares; 2024Q4: 30,506 shares; 2025Q1: 27,075 shares; 2025Q2: 15,409 shares; 2025Q3: 15,246 shares; 2025Q4: 29,726 shares 29,726 $1.27M 0.04% +14,480 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; 2024Q1: not reported; 2024Q2: 7,711 shares; 2024Q3: 8,106 shares; 2024Q4: 8,456 shares; 2025Q1: 14,595 shares; 2025Q2: 17,955 shares; 2025Q3: 17,829 shares; 2025Q4: 19,539 shares 19,539 $1.26M 0.04% +1,710 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,930 shares; 2025Q1: 10,151 shares; 2025Q2: 10,732 shares; 2025Q3: 10,184 shares; 2025Q4: 10,627 shares 10,627 $1.24M 0.04% +443 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,787 shares; 2024Q2: 5,287 shares; 2024Q3: 5,074 shares; 2024Q4: 5,003 shares; 2025Q1: 8,144 shares; 2025Q2: 8,214 shares; 2025Q3: 7,701 shares; 2025Q4: 7,981 shares 7,981 $1.23M 0.04% +280 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,088 shares; 2025Q2: 3,937 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares 3,920 $1.22M 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,602 shares; 2024Q2: 4,613 shares; 2024Q3: 4,311 shares; 2024Q4: 3,550 shares; 2025Q1: 2,510 shares; 2025Q2: 3,598 shares; 2025Q3: 3,460 shares; 2025Q4: 5,587 shares 5,587 $1.21M 0.04% +2,127 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,870 shares; 2024Q2: 1,877 shares; 2024Q3: 7,500 shares; 2024Q4: 7,086 shares; 2025Q1: 6,761 shares; 2025Q2: 6,771 shares; 2025Q3: 6,748 shares; 2025Q4: 6,398 shares 6,398 $1.2M 0.04% -350 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; 2024Q1: 5,435 shares; 2024Q2: 5,309 shares; 2024Q3: 5,067 shares; 2024Q4: 5,137 shares; 2025Q1: 5,136 shares; 2025Q2: 4,963 shares; 2025Q3: 4,830 shares; 2025Q4: 4,830 shares 4,830 $1.16M 0.04% 0 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; 2024Q1: 29,979 shares; 2024Q2: 18,161 shares; 2024Q3: 11,964 shares; 2024Q4: 21,886 shares; 2025Q1: 16,788 shares; 2025Q2: 14,076 shares; 2025Q3: 13,595 shares; 2025Q4: 25,962 shares 25,962 $1.16M 0.04% +12,367 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,655 shares; 2024Q2: 3,685 shares; 2024Q3: 3,368 shares; 2024Q4: 3,066 shares; 2025Q1: 2,957 shares; 2025Q2: 2,637 shares; 2025Q3: 2,610 shares; 2025Q4: 2,591 shares 2,591 $1.1M 0.04% -19 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49,394 shares; 2025Q1: 17,609 shares; 2025Q2: 11,936 shares; 2025Q3: 11,026 shares; 2025Q4: 11,446 shares 11,446 $1.1M 0.04% +420 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; 2024Q1: 15,098 shares; 2024Q2: 14,269 shares; 2024Q3: 8,924 shares; 2024Q4: 8,804 shares; 2025Q1: 10,262 shares; 2025Q2: 10,429 shares; 2025Q3: 9,578 shares; 2025Q4: 9,464 shares 9,464 $1.08M 0.04% -114 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,352 shares; 2024Q2: 4,674 shares; 2024Q3: 3,719 shares; 2024Q4: 3,539 shares; 2025Q1: 5,946 shares; 2025Q2: 6,019 shares; 2025Q3: 5,275 shares; 2025Q4: 5,398 shares 5,398 $1.05M 0.04% +123 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,783 shares; 2024Q2: 7,949 shares; 2024Q3: 7,914 shares; 2024Q4: 6,966 shares; 2025Q1: 11,126 shares; 2025Q2: 11,641 shares; 2025Q3: 11,482 shares; 2025Q4: 11,228 shares 11,228 $991K 0.03% -254 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; 2024Q1: 2,089 shares; 2024Q2: 1,825 shares; 2024Q3: 1,810 shares; 2024Q4: 1,592 shares; 2025Q1: 2,576 shares; 2025Q2: 2,722 shares; 2025Q3: 2,391 shares; 2025Q4: 2,491 shares 2,491 $987K 0.03% +100 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; 2024Q1: 1,341 shares; 2024Q2: 1,271 shares; 2024Q3: 1,215 shares; 2024Q4: 1,296 shares; 2025Q1: 1,222 shares; 2025Q2: 1,068 shares; 2025Q3: 1,340 shares; 2025Q4: 1,301 shares 1,301 $981K 0.03% -39 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,797 shares; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,661 shares 1,661 $919K 0.03% -136 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 47,399 shares; 2024Q2: 45,937 shares; 2024Q3: 12,021 shares; 2024Q4: 9,531 shares; 2025Q1: 9,122 shares; 2025Q2: 9,863 shares; 2025Q3: 7,167 shares; 2025Q4: 6,583 shares 6,583 $916K 0.03% -584 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 65,756 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,574 shares; 2025Q1: 12,934 shares; 2025Q2: 12,934 shares; 2025Q3: 12,934 shares; 2025Q4: 26,797 shares 26,797 $908K 0.03% +13,863 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; 2024Q1: 1,088 shares; 2024Q2: 1,102 shares; 2024Q3: 1,088 shares; 2024Q4: 1,096 shares; 2025Q1: 3,290 shares; 2025Q2: 3,120 shares; 2025Q3: 3,117 shares; 2025Q4: 3,117 shares 3,117 $904K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,629 shares; 2024Q2: 17,642 shares; 2024Q3: 15,198 shares; 2024Q4: 15,947 shares; 2025Q1: 16,398 shares; 2025Q2: 14,794 shares; 2025Q3: 15,661 shares; 2025Q4: 15,695 shares 15,695 $885K 0.03% +34 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,236 shares; 2024Q2: 19,236 shares; 2024Q3: 19,236 shares; 2024Q4: 19,236 shares; 2025Q1: 21,494 shares; 2025Q2: 29,974 shares; 2025Q3: 29,974 shares; 2025Q4: 29,974 shares 29,974 $880K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,090 shares; 2024Q2: 1,997 shares; 2024Q3: 1,808 shares; 2024Q4: 1,847 shares; 2025Q1: 1,888 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,818 shares 1,818 $860K 0.03% +71 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; 2024Q1: 5,242 shares; 2024Q2: 5,077 shares; 2024Q3: 5,202 shares; 2024Q4: 4,967 shares; 2025Q1: 4,717 shares; 2025Q2: 4,717 shares; 2025Q3: 4,717 shares; 2025Q4: 4,717 shares 4,717 $850K 0.03% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,262 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,271 shares; 2025Q2: 5,605 shares; 2025Q3: 5,523 shares; 2025Q4: 5,667 shares 5,667 $831K 0.03% +144 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,013 shares; 2024Q2: 6,031 shares; 2024Q3: 6,667 shares; 2024Q4: 5,481 shares; 2025Q1: 5,779 shares; 2025Q2: 7,145 shares; 2025Q3: 6,640 shares; 2025Q4: 9,504 shares 9,504 $829K 0.03% +2,864 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,975 shares; 2024Q2: 5,975 shares; 2024Q3: 5,875 shares; 2024Q4: 5,875 shares; 2025Q1: 5,375 shares; 2025Q2: 5,642 shares; 2025Q3: 5,115 shares; 2025Q4: 7,762 shares 7,762 $828K 0.03% +2,647 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; 2024Q1: 5,947 shares; 2024Q2: 26,731 shares; 2024Q3: 5,984 shares; 2024Q4: 5,831 shares; 2025Q1: 7,702 shares; 2025Q2: 7,823 shares; 2025Q3: 6,544 shares; 2025Q4: 6,619 shares 6,619 $812K 0.03% +75 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 444 shares; 2024Q2: 459 shares; 2024Q3: 467 shares; 2024Q4: 473 shares; 2025Q1: 1,955 shares; 2025Q2: 454 shares; 2025Q3: 475 shares; 2025Q4: 470 shares 470 $795K 0.03% -5 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,868 shares 48,868 $775K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,902 shares; 2024Q2: 2,852 shares; 2024Q3: 2,852 shares; 2024Q4: 2,943 shares; 2025Q1: 3,130 shares; 2025Q2: 3,079 shares; 2025Q3: 3,079 shares; 2025Q4: 3,874 shares 3,874 $769K 0.03% +795 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,920 shares; 2024Q2: 2,783 shares; 2024Q3: 2,501 shares; 2024Q4: 2,494 shares; 2025Q1: 2,283 shares; 2025Q2: 2,282 shares; 2025Q3: 1,928 shares; 2025Q4: 2,179 shares 2,179 $766K 0.03% +251 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,273 shares; 2024Q2: 5,293 shares; 2024Q3: 7,818 shares; 2024Q4: 8,934 shares; 2025Q1: 20,130 shares; 2025Q2: 7,123 shares; 2025Q3: 7,280 shares; 2025Q4: 7,576 shares 7,576 $760K 0.03% +296 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 188,779 shares; 2024Q2: 205,631 shares; 2024Q3: 219,841 shares; 2024Q4: 238,032 shares; 2025Q1: 237,897 shares; 2025Q2: 27,167 shares; 2025Q3: 11,494 shares; 2025Q4: 11,281 shares 11,281 $750K 0.03% -213 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,462 shares; 2024Q2: 1,487 shares; 2024Q3: 1,472 shares; 2024Q4: 1,464 shares; 2025Q1: 1,462 shares; 2025Q2: 1,435 shares; 2025Q3: 1,425 shares; 2025Q4: 1,414 shares 1,414 $739K 0.03% -11 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,128 shares; 2025Q2: 8,150 shares; 2025Q3: 8,400 shares; 2025Q4: 8,430 shares 8,430 $738K 0.03% +30 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; 2024Q1: 27,006 shares; 2024Q2: 27,124 shares; 2024Q3: 26,596 shares; 2024Q4: 23,056 shares; 2025Q1: 31,679 shares; 2025Q2: 30,069 shares; 2025Q3: 31,680 shares; 2025Q4: 29,259 shares 29,259 $727K 0.02% -2,421 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 27,188 shares; 2024Q2: 31,152 shares; 2024Q3: 21,435 shares; 2024Q4: 20,859 shares; 2025Q1: 27,189 shares; 2025Q2: 36,880 shares; 2025Q3: 18,151 shares; 2025Q4: 19,660 shares 19,660 $725K 0.02% +1,509 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,413 shares; 2025Q4: 1,418 shares 1,418 $724K 0.02% +5 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; 2024Q1: 4,333 shares; 2024Q2: 4,957 shares; 2024Q3: 4,404 shares; 2024Q4: not reported; 2025Q1: 15,556 shares; 2025Q2: 16,638 shares; 2025Q3: 13,383 shares; 2025Q4: 13,383 shares 13,383 $722K 0.02% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,871 shares; 2024Q2: 12,776 shares; 2024Q3: 12,841 shares; 2024Q4: not reported; 2025Q1: 10,166 shares; 2025Q2: 38,923 shares; 2025Q3: 38,001 shares; 2025Q4: 38,011 shares 38,011 $719K 0.02% +10 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,269 shares; 2025Q3: 8,253 shares; 2025Q4: 9,460 shares 9,460 $718K 0.02% +1,207 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,340 shares; 2024Q2: 3,316 shares; 2024Q3: 3,139 shares; 2024Q4: 3,155 shares; 2025Q1: 3,017 shares; 2025Q2: 2,886 shares; 2025Q3: 2,766 shares; 2025Q4: 2,666 shares 2,666 $706K 0.02% -100 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 1,228 shares; 2025Q3: 1,126 shares; 2025Q4: 1,055 shares 1,055 $690K 0.02% -71 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,762 shares; 2024Q2: 5,212 shares; 2024Q3: 5,212 shares; 2024Q4: 5,097 shares; 2025Q1: 4,927 shares; 2025Q2: 4,807 shares; 2025Q3: 4,807 shares; 2025Q4: 4,807 shares 4,807 $680K 0.02% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,529 shares; 2024Q2: 8,050 shares; 2024Q3: 8,101 shares; 2024Q4: 7,453 shares; 2025Q1: 7,653 shares; 2025Q2: 8,326 shares; 2025Q3: 8,349 shares; 2025Q4: 8,331 shares 8,331 $670K 0.02% -18 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; 2024Q1: 749 shares; 2024Q2: 477 shares; 2024Q3: 489 shares; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares 1,166 $665K 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; 2024Q1: 3,245 shares; 2024Q2: 3,945 shares; 2024Q3: 3,246 shares; 2024Q4: 3,551 shares; 2025Q1: 4,136 shares; 2025Q2: 3,485 shares; 2025Q3: 6,152 shares; 2025Q4: 3,586 shares 3,586 $664K 0.02% -2,566 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 108,574 shares; 2024Q2: 78,976 shares; 2024Q3: 11,736 shares; 2024Q4: 8,528 shares; 2025Q1: 8,617 shares; 2025Q2: 8,487 shares; 2025Q3: 6,619 shares; 2025Q4: 6,619 shares 6,619 $657K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,562 shares; 2024Q2: 8,460 shares; 2024Q3: 7,584 shares; 2024Q4: 7,671 shares; 2025Q1: 8,465 shares; 2025Q2: 6,914 shares; 2025Q3: 6,854 shares; 2025Q4: 5,937 shares 5,937 $653K 0.02% -917 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,400 shares; 2024Q2: 2,290 shares; 2024Q3: 2,154 shares; 2024Q4: 1,954 shares; 2025Q1: 1,965 shares; 2025Q2: 2,060 shares; 2025Q3: 1,495 shares; 2025Q4: 1,384 shares 1,384 $644K 0.02% -111 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,143 shares; 2024Q2: 7,621 shares; 2024Q3: 8,129 shares; 2024Q4: 6,950 shares; 2025Q1: 6,570 shares; 2025Q2: 6,460 shares; 2025Q3: 5,262 shares; 2025Q4: 5,089 shares 5,089 $638K 0.02% -173 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 32,927 shares; 2024Q2: 52,302 shares; 2024Q3: 49,154 shares; 2024Q4: 49,082 shares; 2025Q1: 49,079 shares; 2025Q2: 49,075 shares; 2025Q3: 52,072 shares; 2025Q4: 51,408 shares 51,408 $636K 0.02% -664 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; 2024Q1: 3,137 shares; 2024Q2: 3,089 shares; 2024Q3: 1,764 shares; 2024Q4: not reported; 2025Q1: 5,548 shares; 2025Q2: 5,514 shares; 2025Q3: 5,365 shares; 2025Q4: 5,420 shares 5,420 $635K 0.02% +55 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,356 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares 3,039 $625K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,800 shares; 2024Q2: 5,770 shares; 2024Q3: 5,940 shares; 2024Q4: 5,971 shares; 2025Q1: 6,226 shares; 2025Q2: 5,630 shares; 2025Q3: 5,440 shares; 2025Q4: 9,365 shares 9,365 $618K 0.02% +3,925 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,750 shares; 2025Q2: 9,557 shares; 2025Q3: 13,894 shares; 2025Q4: 18,869 shares 18,869 $615K 0.02% +4,975 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,764 shares; 2024Q2: 15,685 shares; 2024Q3: 14,847 shares; 2024Q4: 4,214 shares; 2025Q1: 1,564 shares; 2025Q2: 1,683 shares; 2025Q3: 1,637 shares; 2025Q4: 1,712 shares 1,712 $599K 0.02% +75 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,507 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,950 shares; 2025Q2: 3,027 shares; 2025Q3: 3,232 shares; 2025Q4: 3,267 shares 3,267 $580K 0.02% +35 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,809 shares; 2024Q2: 3,809 shares; 2024Q3: 3,809 shares; 2024Q4: 3,816 shares; 2025Q1: 3,821 shares; 2025Q2: 3,827 shares; 2025Q3: 3,832 shares; 2025Q4: 3,839 shares 3,839 $572K 0.02% +7 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; 2024Q1: 2,866 shares; 2024Q2: 3,000 shares; 2024Q3: 3,021 shares; 2024Q4: 2,987 shares; 2025Q1: 2,789 shares; 2025Q2: 2,828 shares; 2025Q3: 2,925 shares; 2025Q4: 3,554 shares 3,554 $570K 0.02% +629 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,530 shares; 2025Q2: 4,501 shares; 2025Q3: 4,411 shares; 2025Q4: 4,411 shares 4,411 $562K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,402 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,359 shares 8,359 $562K 0.02% new 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; 2024Q1: 2,006 shares; 2024Q2: 1,994 shares; 2024Q3: 1,994 shares; 2024Q4: 1,874 shares; 2025Q1: 1,873 shares; 2025Q2: 1,880 shares; 2025Q3: 1,888 shares; 2025Q4: 1,935 shares 1,935 $559K 0.02% +47 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,460 shares; 2024Q2: 27,455 shares; 2024Q3: 6,632 shares; 2024Q4: 20,083 shares; 2025Q1: 20,607 shares; 2025Q2: 24,250 shares; 2025Q3: 18,713 shares; 2025Q4: 18,857 shares 18,857 $558K 0.02% +144 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,642 shares; 2024Q2: 8,537 shares; 2024Q3: 8,300 shares; 2024Q4: 4,816 shares; 2025Q1: 5,526 shares; 2025Q2: 3,918 shares; 2025Q3: 3,577 shares; 2025Q4: 3,808 shares 3,808 $546K 0.02% +231 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; 2024Q1: 2,525 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,562 shares 4,562 $537K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,904 shares; 2025Q1: 4,325 shares; 2025Q2: 4,045 shares; 2025Q3: 4,000 shares; 2025Q4: 4,063 shares 4,063 $532K 0.02% +63 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 663 shares; 2024Q2: 663 shares; 2024Q3: 640 shares; 2024Q4: 1,272 shares; 2025Q1: 1,263 shares; 2025Q2: 1,247 shares; 2025Q3: 1,122 shares; 2025Q4: 1,104 shares 1,104 $531K 0.02% -18 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; 2024Q1: 40,078 shares; 2024Q2: 40,150 shares; 2024Q3: 40,225 shares; 2024Q4: 36,444 shares; 2025Q1: 36,505 shares; 2025Q2: 36,890 shares; 2025Q3: 33,268 shares; 2025Q4: 30,130 shares 30,130 $523K 0.02% -3,138 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 7,732 shares; 2024Q3: 7,732 shares; 2024Q4: 7,732 shares; 2025Q1: 8,131 shares; 2025Q2: 7,811 shares; 2025Q3: 23,978 shares; 2025Q4: 10,428 shares 10,428 $518K 0.02% -13,550 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,916 shares; 2024Q2: 4,770 shares; 2024Q3: 4,389 shares; 2024Q4: 4,389 shares; 2025Q1: 4,827 shares; 2025Q2: 4,884 shares; 2025Q3: 4,819 shares; 2025Q4: 4,860 shares 4,860 $513K 0.02% +41 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 843 shares; 2024Q3: 1,044 shares; 2024Q4: 28,350 shares; 2025Q1: 2,286 shares; 2025Q2: 2,116 shares; 2025Q3: 2,258 shares; 2025Q4: 1,698 shares 1,698 $511K 0.02% -560 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; 2024Q1: not reported; 2024Q2: 949 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: 1,142 shares; 2025Q3: 1,170 shares; 2025Q4: 1,388 shares 1,388 $500K 0.02% +218 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; 2024Q1: 47,128 shares; 2024Q2: 48,562 shares; 2024Q3: 41,313 shares; 2024Q4: 33,091 shares; 2025Q1: 33,014 shares; 2025Q2: 31,545 shares; 2025Q3: 31,736 shares; 2025Q4: 29,800 shares 29,800 $491K 0.02% -1,936 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 352 shares; 2024Q2: 329 shares; 2024Q3: 375 shares; 2024Q4: 377 shares; 2025Q1: 581 shares; 2025Q2: 576 shares; 2025Q3: 626 shares; 2025Q4: 3,130 shares 3,130 $479K 0.02% +2,504 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,868 shares; 2024Q2: 7,055 shares; 2024Q3: 7,055 shares; 2024Q4: 7,079 shares; 2025Q1: 7,079 shares; 2025Q2: 9,288 shares; 2025Q3: 9,320 shares; 2025Q4: 9,362 shares 9,362 $471K 0.02% +42 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,243 shares; 2024Q2: 11,143 shares; 2024Q3: 11,143 shares; 2024Q4: 11,154 shares; 2025Q1: 11,171 shares; 2025Q2: 10,787 shares; 2025Q3: 9,983 shares; 2025Q4: 10,148 shares 10,148 $466K 0.02% +165 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,020 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,500 shares; 2025Q4: 5,300 shares 5,300 $462K 0.02% -200 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,156 shares; 2025Q4: 10,206 shares 10,206 $461K 0.02% +4,050 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; 2024Q1: 6,364 shares; 2024Q2: not reported; 2024Q3: 5,395 shares; 2024Q4: 6,006 shares; 2025Q1: 4,076 shares; 2025Q2: 10,935 shares; 2025Q3: 10,319 shares; 2025Q4: 7,379 shares 7,379 $461K 0.02% -2,940 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; 2024Q1: 3,066 shares; 2024Q2: 1,626 shares; 2024Q3: 1,659 shares; 2024Q4: 1,111 shares; 2025Q1: 1,428 shares; 2025Q2: 1,014 shares; 2025Q3: 1,292 shares; 2025Q4: 1,237 shares 1,237 $458K 0.02% -55 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,212 shares 1,212 $447K 0.02% new Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 32,771 shares; 2024Q2: 32,771 shares; 2024Q3: 32,771 shares; 2024Q4: 32,771 shares; 2025Q1: 32,771 shares; 2025Q2: 32,771 shares; 2025Q3: 32,771 shares; 2025Q4: 32,771 shares 32,771 $442K 0.02% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 3,539 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $440K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,708 shares; 2024Q2: 1,682 shares; 2024Q3: 1,621 shares; 2024Q4: 1,622 shares; 2025Q1: 1,621 shares; 2025Q2: 1,659 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares 1,621 $440K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,799 shares; 2025Q2: 11,616 shares; 2025Q3: 11,881 shares; 2025Q4: 1,999 shares 1,999 $439K 0.02% -9,882 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,926 shares; 2024Q2: 1,773 shares; 2024Q3: 1,773 shares; 2024Q4: 1,774 shares; 2025Q1: 2,091 shares; 2025Q2: 1,800 shares; 2025Q3: 1,801 shares; 2025Q4: 1,743 shares 1,743 $436K 0.01% -58 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; 2024Q1: 14,994 shares; 2024Q2: 16,055 shares; 2024Q3: 16,103 shares; 2024Q4: 15,248 shares; 2025Q1: 15,642 shares; 2025Q2: 15,329 shares; 2025Q3: 15,577 shares; 2025Q4: 13,601 shares 13,601 $436K 0.01% -1,976 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $435K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,490 shares; 2024Q2: 6,579 shares; 2024Q3: 6,667 shares; 2024Q4: 6,753 shares; 2025Q1: 6,829 shares; 2025Q2: 6,914 shares; 2025Q3: 8,004 shares; 2025Q4: 6,921 shares 6,921 $418K 0.01% -1,083 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,941 shares; 2025Q2: 1,337 shares; 2025Q3: 1,470 shares; 2025Q4: 1,326 shares 1,326 $418K 0.01% -144 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,643 shares; 2025Q1: 15,030 shares; 2025Q2: 15,398 shares; 2025Q3: 15,431 shares; 2025Q4: 15,030 shares 15,030 $413K 0.01% -401 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,849 shares; 2024Q2: 30,277 shares; 2024Q3: 28,543 shares; 2024Q4: 25,694 shares; 2025Q1: 23,013 shares; 2025Q2: 23,540 shares; 2025Q3: 17,720 shares; 2025Q4: 16,556 shares 16,556 $412K 0.01% -1,164 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; 2024Q1: not reported; 2024Q2: 5,603 shares; 2024Q3: 4,157 shares; 2024Q4: 4,157 shares; 2025Q1: 4,325 shares; 2025Q2: 9,093 shares; 2025Q3: 5,035 shares; 2025Q4: 5,035 shares 5,035 $409K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,259 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 2,083 shares; 2025Q2: 3,155 shares; 2025Q3: 2,325 shares; 2025Q4: 2,190 shares 2,190 $406K 0.01% -135 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,050 shares; 2024Q2: 2,018 shares; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 1,983 shares; 2025Q3: 1,983 shares; 2025Q4: 1,983 shares 1,983 $406K 0.01% 0 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; 2024Q1: 1,910 shares; 2024Q2: 1,836 shares; 2024Q3: 1,826 shares; 2024Q4: 1,931 shares; 2025Q1: 1,632 shares; 2025Q2: 1,654 shares; 2025Q3: 1,655 shares; 2025Q4: 1,647 shares 1,647 $406K 0.01% -8 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,797 shares; 2025Q4: 2,819 shares 2,819 $404K 0.01% +22 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,229 shares; 2024Q2: 1,229 shares; 2024Q3: 1,229 shares; 2024Q4: 1,229 shares; 2025Q1: 1,308 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,543 shares 1,543 $404K 0.01% +275 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; 2024Q1: 538 shares; 2024Q2: 498 shares; 2024Q3: 515 shares; 2024Q4: 547 shares; 2025Q1: 552 shares; 2025Q2: 505 shares; 2025Q3: 498 shares; 2025Q4: 498 shares 498 $403K 0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,418 shares; 2025Q3: 8,418 shares; 2025Q4: 9,618 shares 9,618 $395K 0.01% +1,200 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; 2024Q1: 2,122 shares; 2024Q2: 2,147 shares; 2024Q3: 2,149 shares; 2024Q4: 1,824 shares; 2025Q1: 1,728 shares; 2025Q2: 1,895 shares; 2025Q3: 1,783 shares; 2025Q4: 1,788 shares 1,788 $393K 0.01% +5 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; 2024Q1: 2,462 shares; 2024Q2: 2,659 shares; 2024Q3: 70,364 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,369 shares 1,369 $391K 0.01% -3 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,427 shares; 2024Q2: 1,447 shares; 2024Q3: 1,430 shares; 2024Q4: not reported; 2025Q1: 2,368 shares; 2025Q2: 2,335 shares; 2025Q3: 2,491 shares; 2025Q4: 2,338 shares 2,338 $381K 0.01% -153 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; 2024Q1: 3,889 shares; 2024Q2: 3,889 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,895 shares; 2025Q2: 5,092 shares; 2025Q3: 5,097 shares; 2025Q4: 5,067 shares 5,067 $374K 0.01% -30 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,151 shares; 2024Q2: 3,912 shares; 2024Q3: 4,007 shares; 2024Q4: 3,718 shares; 2025Q1: 3,424 shares; 2025Q2: 3,651 shares; 2025Q3: 3,236 shares; 2025Q4: 3,041 shares 3,041 $365K 0.01% -195 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; 2024Q1: 2,298 shares; 2024Q2: 1,950 shares; 2024Q3: 2,485 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,183 shares; 2025Q3: 2,340 shares; 2025Q4: 2,327 shares 2,327 $357K 0.01% -13 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,795 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,524 shares; 2025Q2: 3,943 shares; 2025Q3: 4,085 shares; 2025Q4: 3,701 shares 3,701 $356K 0.01% -384 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,675 shares; 2024Q2: 4,851 shares; 2024Q3: 4,736 shares; 2024Q4: 3,044 shares; 2025Q1: 3,608 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 2,357 shares 2,357 $350K 0.01% +481 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,713 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,891 shares 2,891 $345K 0.01% new Timeline PWV 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; 2024Q1: 4,537 shares; 2024Q2: 4,537 shares; 2024Q3: 4,537 shares; 2024Q4: 4,532 shares; 2025Q1: 4,533 shares; 2025Q2: 5,371 shares; 2025Q3: 5,011 shares; 2025Q4: 5,167 shares 5,167 $344K 0.01% +156 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,012 shares; 2025Q2: 7,012 shares; 2025Q3: 7,112 shares; 2025Q4: 7,112 shares 7,112 $340K 0.01% 0 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; 2024Q1: 4,661 shares; 2024Q2: 5,253 shares; 2024Q3: 4,145 shares; 2024Q4: 4,146 shares; 2025Q1: 4,459 shares; 2025Q2: 4,408 shares; 2025Q3: 4,548 shares; 2025Q4: 4,548 shares 4,548 $334K 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; 2024Q1: 17,166 shares; 2024Q2: 15,026 shares; 2024Q3: 14,100 shares; 2024Q4: 13,957 shares; 2025Q1: 14,541 shares; 2025Q2: 14,071 shares; 2025Q3: 11,722 shares; 2025Q4: 11,052 shares 11,052 $330K 0.01% -670 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,710 shares; 2025Q3: 8,772 shares; 2025Q4: 8,876 shares 8,876 $322K 0.01% +104 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,189 shares; 2024Q2: 2,903 shares; 2024Q3: 3,246 shares; 2024Q4: 2,461 shares; 2025Q1: 2,313 shares; 2025Q2: 2,676 shares; 2025Q3: 2,579 shares; 2025Q4: 3,301 shares 3,301 $317K 0.01% +722 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,124 shares; 2024Q2: 1,424 shares; 2024Q3: 1,264 shares; 2024Q4: 1,114 shares; 2025Q1: 1,214 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares 1,124 $312K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,562 shares; 2024Q2: 1,583 shares; 2024Q3: 1,205 shares; 2024Q4: 1,168 shares; 2025Q1: 1,150 shares; 2025Q2: 1,164 shares; 2025Q3: 1,078 shares; 2025Q4: 1,134 shares 1,134 $312K 0.01% +56 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,373 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares; 2025Q4: 4,164 shares 4,164 $307K 0.01% +49 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,595 shares; 2024Q4: 4,688 shares; 2025Q1: 4,770 shares; 2025Q2: 4,859 shares; 2025Q3: 7,693 shares; 2025Q4: 5,675 shares 5,675 $303K 0.01% -2,018 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,343 shares 1,343 $300K 0.01% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,325 shares; 2025Q4: 1,220 shares 1,220 $296K 0.01% -105 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 7,244 shares; 2024Q3: 7,179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,657 shares; 2025Q3: 7,452 shares; 2025Q4: 7,480 shares 7,480 $295K 0.01% +28 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,430 shares; 2024Q2: 164,104 shares; 2024Q3: 190,291 shares; 2024Q4: 204,829 shares; 2025Q1: 201,230 shares; 2025Q2: 207,831 shares; 2025Q3: 212,201 shares; 2025Q4: 7,920 shares 7,920 $293K 0.01% -204,281 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; 2024Q1: 12,695 shares; 2024Q2: 10,135 shares; 2024Q3: 8,092 shares; 2024Q4: 8,640 shares; 2025Q1: 11,046 shares; 2025Q2: 6,246 shares; 2025Q3: 4,960 shares; 2025Q4: 4,960 shares 4,960 $291K 0.01% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares 2,507 $291K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,727 shares; 2024Q2: 4,293 shares; 2024Q3: 4,119 shares; 2024Q4: not reported; 2025Q1: 2,707 shares; 2025Q2: 2,660 shares; 2025Q3: 2,740 shares; 2025Q4: 3,229 shares 3,229 $289K 0.01% +489 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,504 shares; 2024Q2: 6,053 shares; 2024Q3: 6,053 shares; 2024Q4: 6,053 shares; 2025Q1: 6,053 shares; 2025Q2: 6,053 shares; 2025Q3: 6,053 shares; 2025Q4: 6,132 shares 6,132 $286K 0.01% +79 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,970 shares; 2025Q1: 16,866 shares; 2025Q2: 19,319 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares 2,004 $285K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $283K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,761 shares; 2025Q4: 3,387 shares 3,387 $275K 0.01% -374 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; 2024Q1: 5,787 shares; 2024Q2: 5,911 shares; 2024Q3: 5,187 shares; 2024Q4: 5,189 shares; 2025Q1: 5,187 shares; 2025Q2: 4,798 shares; 2025Q3: 4,687 shares; 2025Q4: 4,687 shares 4,687 $275K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,886 shares; 2024Q2: 32,474 shares; 2024Q3: 4,364 shares; 2024Q4: not reported; 2025Q1: 3,159 shares; 2025Q2: 3,164 shares; 2025Q3: 3,290 shares; 2025Q4: 3,359 shares 3,359 $274K 0.01% +69 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; 2024Q1: not reported; 2024Q2: 3,469 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,901 shares; 2025Q2: 13,115 shares; 2025Q3: 12,668 shares; 2025Q4: 10,152 shares 10,152 $273K 0.01% -2,516 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,839 shares 3,839 $268K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,492 shares; 2025Q2: 1,542 shares; 2025Q3: 1,451 shares; 2025Q4: 1,672 shares 1,672 $268K 0.01% +221 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; 2024Q1: 2,756 shares; 2024Q2: 2,756 shares; 2024Q3: 2,828 shares; 2024Q4: 2,708 shares; 2025Q1: 3,075 shares; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,683 shares 2,683 $266K 0.01% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,653 shares; 2025Q4: 2,653 shares 2,653 $265K 0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,635 shares; 2024Q2: 5,135 shares; 2024Q3: 5,135 shares; 2024Q4: 6,272 shares; 2025Q1: 6,272 shares; 2025Q2: 5,135 shares; 2025Q3: 5,135 shares; 2025Q4: 5,135 shares 5,135 $262K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,700 shares; 2024Q2: 2,334 shares; 2024Q3: 2,446 shares; 2024Q4: 2,442 shares; 2025Q1: 1,690 shares; 2025Q2: 1,469 shares; 2025Q3: 1,247 shares; 2025Q4: 1,241 shares 1,241 $261K 0.01% -6 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 886 shares; 2024Q3: 837 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 837 shares; 2025Q3: 666 shares; 2025Q4: 677 shares 677 $259K 0.01% +11 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 555 shares; 2024Q2: 545 shares; 2024Q3: 533 shares; 2024Q4: 511 shares; 2025Q1: 510 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 507 shares 507 $259K 0.01% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,107 shares; 2024Q3: 1,111 shares; 2024Q4: 1,275 shares; 2025Q1: 1,164 shares; 2025Q2: 1,104 shares; 2025Q3: 1,094 shares; 2025Q4: 1,121 shares 1,121 $257K 0.01% +27 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares 47 $252K 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,682 shares; 2025Q2: 3,771 shares; 2025Q3: 3,649 shares; 2025Q4: 3,673 shares 3,673 $246K 0.01% +24 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,520 shares; 2024Q2: 1,611 shares; 2024Q3: 1,611 shares; 2024Q4: 1,486 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares 1,325 $245K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,814 shares; 2024Q2: 2,814 shares; 2024Q3: 2,817 shares; 2024Q4: 2,258 shares; 2025Q1: 2,270 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,315 shares 2,315 $241K 0.01% +57 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,131 shares; 2025Q4: 6,240 shares 6,240 $241K 0.01% +109 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,506 shares; 2024Q2: 3,395 shares; 2024Q3: 4,198 shares; 2024Q4: 10,186 shares; 2025Q1: 10,185 shares; 2025Q2: 9,135 shares; 2025Q3: 9,135 shares; 2025Q4: 9,135 shares 9,135 $240K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,619 shares; 2024Q2: 1,300 shares; 2024Q3: 1,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares 1,173 $238K 0.01% 0 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,011 shares; 2024Q2: 21,011 shares; 2024Q3: 21,011 shares; 2024Q4: 21,011 shares; 2025Q1: 21,011 shares; 2025Q2: 21,011 shares; 2025Q3: 21,011 shares; 2025Q4: 21,011 shares 21,011 $238K 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,314 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares 2,414 $234K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares 1,026 $234K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,513 shares; 2025Q4: 4,113 shares 4,113 $233K 0.01% -400 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,248 shares; 2024Q2: 4,553 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,951 shares; 2025Q4: 1,951 shares 1,951 $225K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,539 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,002 shares 2,002 $224K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,317 shares; 2024Q4: 4,364 shares; 2025Q1: 4,424 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,757 shares 4,757 $224K 0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,725 shares; 2024Q2: 9,830 shares; 2024Q3: 5,760 shares; 2024Q4: 5,861 shares; 2025Q1: 5,956 shares; 2025Q2: 5,432 shares; 2025Q3: 5,540 shares; 2025Q4: 5,649 shares 5,649 $223K 0.01% +109 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 329 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 341 shares; 2025Q4: 336 shares 336 $223K 0.01% -5 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,858 shares 9,858 $221K 0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,785 shares; 2025Q4: 29,201 shares 29,201 $220K 0.01% +416 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,784 shares; 2024Q2: 3,127 shares; 2024Q3: 1,784 shares; 2024Q4: 1,785 shares; 2025Q1: 1,803 shares; 2025Q2: 1,727 shares; 2025Q3: 1,559 shares; 2025Q4: 1,052 shares 1,052 $219K 0.01% -507 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; 2024Q1: 613 shares; 2024Q2: 627 shares; 2024Q3: 586 shares; 2024Q4: 623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares 371 $215K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $215K 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 603 shares 603 $213K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,762 shares; 2024Q2: not reported; 2024Q3: 5,234 shares; 2024Q4: 6,054 shares; 2025Q1: 6,088 shares; 2025Q2: not reported; 2025Q3: 3,721 shares; 2025Q4: 3,872 shares 3,872 $212K 0.01% +151 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares 8,750 $211K 0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,000 shares; 2024Q2: not reported; 2024Q3: 2,700 shares; 2024Q4: 2,732 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $211K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,489 shares 4,489 $210K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,724 shares 1,724 $206K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares 900 $206K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 27,337 shares; 2024Q2: 23,099 shares; 2024Q3: 21,022 shares; 2024Q4: 20,322 shares; 2025Q1: 19,798 shares; 2025Q2: 127,610 shares; 2025Q3: 4,359 shares; 2025Q4: 3,063 shares 3,063 $206K 0.01% -1,296 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,548 shares 2,548 $204K 0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,815 shares; 2024Q2: 1,755 shares; 2024Q3: 1,447 shares; 2024Q4: 1,327 shares; 2025Q1: 1,132 shares; 2025Q2: 1,285 shares; 2025Q3: not reported; 2025Q4: 813 shares 813 $204K 0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 8,785 shares; 2024Q3: 8,785 shares; 2024Q4: 6,845 shares; 2025Q1: not reported; 2025Q2: 2,993 shares; 2025Q3: not reported; 2025Q4: 5,570 shares 5,570 $204K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,046 shares; 2025Q2: 1,048 shares; 2025Q3: 1,045 shares; 2025Q4: 1,047 shares 1,047 $203K 0.01% +2 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 969 shares 969 $202K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 795 shares; 2025Q1: 882 shares; 2025Q2: 688 shares; 2025Q3: 680 shares; 2025Q4: 680 shares 680 $201K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 363 shares; 2025Q4: 353 shares 353 $200K 0.01% -10 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares; 2025Q4: 16,808 shares 16,808 $176K 0.01% +4,508 Timeline SKY HARBOUR GROUP CORPORATIO SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 177,070 shares; 2024Q2: 275,544 shares; 2024Q3: 223,486 shares; 2024Q4: 265,102 shares; 2025Q1: 275,775 shares; 2025Q2: 275,775 shares; 2025Q3: 275,775 shares; 2025Q4: 271,083 shares 271,083 $175K 0.01% -4,692 SKYH SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 18,835 shares; 2024Q3: 14,835 shares; 2024Q4: 15,468 shares; 2025Q1: 15,468 shares; 2025Q2: 15,468 shares; 2025Q3: 15,468 shares; 2025Q4: 18,220 shares 18,220 $163K 0.01% +2,752 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,899 shares; 2024Q2: 15,899 shares; 2024Q3: 15,899 shares; 2024Q4: 15,899 shares; 2025Q1: 15,899 shares; 2025Q2: 15,899 shares; 2025Q3: 16,776 shares; 2025Q4: 16,109 shares 16,109 $131K <0.01% -667 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,305 shares 23,305 $120K <0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,316 shares; 2024Q2: 23,316 shares; 2024Q3: 23,316 shares; 2024Q4: 23,316 shares; 2025Q1: 23,316 shares; 2025Q2: 23,316 shares; 2025Q3: 23,316 shares; 2025Q4: 23,316 shares 23,316 $116K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,187 shares; 2025Q1: 19,622 shares; 2025Q2: 20,079 shares; 2025Q3: 22,194 shares; 2025Q4: 21,019 shares 21,019 $102K <0.01% -1,175 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,164 shares 10,164 $93.6K <0.01% new Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,999 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 26,230 shares; 2025Q4: 26,230 shares 26,230 $91.5K <0.01% 0 Timeline DHY CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 35,000 shares; 2024Q2: 35,000 shares; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $70K <0.01% 0 Timeline NICK OLD MKT CAP CORP COM (DE) More: the full row for OLD MKT CAP CORP COM (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 14,575 shares; 2024Q3: 14,575 shares; 2024Q4: 14,575 shares; 2025Q1: 13,405 shares; 2025Q2: 13,405 shares; 2025Q3: 13,405 shares; 2025Q4: 13,405 shares 13,405 $69.4K <0.01% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $66.8K <0.01% 0 Timeline