AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,352 shares; 2024Q4: 91,499 shares; 2025Q1: 89,798 shares; 2025Q2: 88,422 shares; 2025Q3: 87,680 shares; 2025Q4: 87,287 shares; 2026Q1: 86,348 shares; 2026Q2: 86,337 shares 86,337 $25M 4.91% -11 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,893 shares; 2024Q4: 37,086 shares; 2025Q1: 37,475 shares; 2025Q2: 37,978 shares; 2025Q3: 38,017 shares; 2025Q4: 40,491 shares; 2026Q1: 42,177 shares; 2026Q2: 260,784 shares 260,784 $22.5M 4.41% +218,607 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,494 shares; 2024Q4: 117,363 shares; 2025Q1: 130,403 shares; 2025Q2: 144,339 shares; 2025Q3: 156,529 shares; 2025Q4: 176,664 shares; 2026Q1: 196,663 shares; 2026Q2: 209,435 shares 209,435 $21.8M 4.27% +12,772 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,283 shares; 2024Q4: 47,674 shares; 2025Q1: 47,995 shares; 2025Q2: 50,278 shares; 2025Q3: 52,145 shares; 2025Q4: 58,035 shares; 2026Q1: 65,524 shares; 2026Q2: 66,637 shares 66,637 $20.2M 3.97% +1,113 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,800 shares; 2024Q4: 19,418 shares; 2025Q1: 19,985 shares; 2025Q2: 19,344 shares; 2025Q3: 24,323 shares; 2025Q4: 25,092 shares; 2026Q1: 25,909 shares; 2026Q2: 26,501 shares 26,501 $19.8M 3.89% +592 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,992 shares; 2024Q4: 17,992 shares; 2025Q1: 17,992 shares; 2025Q2: 17,892 shares; 2025Q3: 17,975 shares; 2025Q4: 17,753 shares; 2026Q1: 17,590 shares; 2026Q2: 17,525 shares 17,525 $18.7M 3.66% -65 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,982 shares; 2024Q4: 41,405 shares; 2025Q1: 41,511 shares; 2025Q2: 40,678 shares; 2025Q3: 41,055 shares; 2025Q4: 44,496 shares; 2026Q1: 47,854 shares; 2026Q2: 195,021 shares 195,021 $15.7M 3.09% +147,167 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,450 shares; 2026Q1: 90,700 shares; 2026Q2: 141,955 shares 141,955 $14.3M 2.81% +51,255 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,364 shares; 2024Q4: 109,332 shares; 2025Q1: 124,759 shares; 2025Q2: 137,946 shares; 2025Q3: 146,460 shares; 2025Q4: 176,230 shares; 2026Q1: 197,635 shares; 2026Q2: 202,496 shares 202,496 $13.9M 2.72% +4,861 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,203 shares; 2024Q4: 34,705 shares; 2025Q1: 35,570 shares; 2025Q2: 35,219 shares; 2025Q3: 35,553 shares; 2025Q4: 35,652 shares; 2026Q1: 35,827 shares; 2026Q2: 35,553 shares 35,553 $13.3M 2.6% -274 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,681 shares; 2024Q4: 29,778 shares; 2025Q1: 32,404 shares; 2025Q2: 32,744 shares; 2025Q3: 32,672 shares; 2025Q4: 32,844 shares; 2026Q1: 32,744 shares; 2026Q2: 32,741 shares 32,741 $11.7M 2.3% -3 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,617 shares; 2024Q4: 40,387 shares; 2025Q1: 41,828 shares; 2025Q2: 42,698 shares; 2025Q3: 42,768 shares; 2025Q4: 42,922 shares; 2026Q1: 43,607 shares; 2026Q2: 43,427 shares 43,427 $10.4M 2.03% -180 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,198 shares; 2024Q4: 31,641 shares; 2025Q1: 32,734 shares; 2025Q2: 31,937 shares; 2025Q3: 34,781 shares; 2025Q4: 39,721 shares; 2026Q1: 44,151 shares; 2026Q2: 47,348 shares 47,348 $10.3M 2.03% +3,197 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,688 shares; 2024Q4: 11,397 shares; 2025Q1: 10,985 shares; 2025Q2: 14,039 shares; 2025Q3: 14,114 shares; 2025Q4: 18,740 shares; 2026Q1: 20,096 shares; 2026Q2: 20,037 shares 20,037 $7.41M 1.46% -59 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; 2024Q3: 54,057 shares; 2024Q4: 52,463 shares; 2025Q1: 52,313 shares; 2025Q2: 51,429 shares; 2025Q3: 51,429 shares; 2025Q4: 50,770 shares; 2026Q1: 49,715 shares; 2026Q2: 48,515 shares 48,515 $7.38M 1.45% -1,200 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,294 shares; 2024Q4: 15,294 shares; 2025Q1: 15,294 shares; 2025Q2: 15,294 shares; 2025Q3: 15,294 shares; 2025Q4: 15,294 shares; 2026Q1: 15,294 shares; 2026Q2: 15,294 shares 15,294 $6.52M 1.28% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,111 shares; 2024Q4: 28,381 shares; 2025Q1: 29,368 shares; 2025Q2: 25,688 shares; 2025Q3: 25,546 shares; 2025Q4: 25,546 shares; 2026Q1: 25,486 shares; 2026Q2: 25,436 shares 25,436 $6.46M 1.27% -50 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,183 shares; 2024Q4: 9,110 shares; 2025Q1: 9,462 shares; 2025Q2: 9,828 shares; 2025Q3: 9,566 shares; 2025Q4: 10,496 shares; 2026Q1: 10,970 shares; 2026Q2: 10,960 shares 10,960 $6.17M 1.21% -10 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,504 shares; 2024Q4: 55,767 shares; 2025Q1: 55,455 shares; 2025Q2: 53,621 shares; 2025Q3: 53,691 shares; 2025Q4: 54,480 shares; 2026Q1: 54,359 shares; 2026Q2: 54,344 shares 54,344 $6.16M 1.21% -15 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,404 shares; 2024Q4: 210,844 shares; 2025Q1: 208,664 shares; 2025Q2: 204,934 shares; 2025Q3: 204,284 shares; 2025Q4: 204,284 shares; 2026Q1: 215,564 shares; 2026Q2: 215,564 shares 215,564 $6.01M 1.18% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,893 shares; 2024Q4: 17,893 shares; 2025Q1: 18,445 shares; 2025Q2: 17,239 shares; 2025Q3: 17,561 shares; 2025Q4: 17,397 shares; 2026Q1: 17,397 shares; 2026Q2: 17,372 shares 17,372 $5.69M 1.12% -25 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,849 shares; 2024Q4: 45,423 shares; 2025Q1: 58,645 shares; 2025Q2: 44,618 shares; 2025Q3: 44,618 shares; 2025Q4: 44,677 shares; 2026Q1: 41,512 shares; 2026Q2: 41,412 shares 41,412 $5.66M 1.11% -100 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,503 shares; 2024Q4: 26,095 shares; 2025Q1: 33,690 shares; 2025Q2: 39,397 shares; 2025Q3: 41,775 shares; 2025Q4: 56,970 shares; 2026Q1: 63,163 shares; 2026Q2: 67,145 shares 67,145 $5.51M 1.08% +3,982 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,153 shares; 2024Q4: 14,846 shares; 2025Q1: 15,112 shares; 2025Q2: 14,958 shares; 2025Q3: 15,122 shares; 2025Q4: 15,003 shares; 2026Q1: 14,948 shares; 2026Q2: 14,820 shares 14,820 $5.23M 1.03% -128 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,060 shares; 2024Q4: 14,513 shares; 2025Q1: 14,843 shares; 2025Q2: 13,877 shares; 2025Q3: 13,980 shares; 2025Q4: 14,498 shares; 2026Q1: 14,057 shares; 2026Q2: 14,130 shares 14,130 $5.21M 1.02% +73 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,682 shares; 2024Q4: 28,458 shares; 2025Q1: 27,514 shares; 2025Q2: 24,305 shares; 2025Q3: 24,256 shares; 2025Q4: 23,966 shares; 2026Q1: 23,680 shares; 2026Q2: 23,584 shares 23,584 $5.18M 1.02% -96 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,186 shares; 2024Q4: 4,081 shares; 2025Q1: 4,075 shares; 2025Q2: 4,110 shares; 2025Q3: 4,351 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares; 2026Q2: 4,132 shares 4,132 $4.96M 0.97% +52 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,487 shares; 2024Q4: 59,236 shares; 2025Q1: 58,648 shares; 2025Q2: 51,589 shares; 2025Q3: 51,386 shares; 2025Q4: 50,445 shares; 2026Q1: 48,627 shares; 2026Q2: 48,161 shares 48,161 $4.61M 0.9% -466 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,913 shares; 2024Q4: 12,538 shares; 2025Q1: 12,932 shares; 2025Q2: 13,102 shares; 2025Q3: 13,283 shares; 2025Q4: 13,116 shares; 2026Q1: 13,151 shares; 2026Q2: 13,021 shares 13,021 $4.47M 0.88% -130 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; 2024Q3: 32,062 shares; 2024Q4: 36,076 shares; 2025Q1: 38,439 shares; 2025Q2: 35,111 shares; 2025Q3: 35,135 shares; 2025Q4: 47,414 shares; 2026Q1: 47,207 shares; 2026Q2: 53,050 shares 53,050 $4.38M 0.86% +5,843 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,113 shares; 2024Q4: 104,158 shares; 2025Q1: 107,563 shares; 2025Q2: 110,993 shares; 2025Q3: 114,648 shares; 2025Q4: 123,171 shares; 2026Q1: 126,185 shares; 2026Q2: 123,585 shares 123,585 $3.81M 0.75% -2,600 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,687 shares; 2025Q2: 3,564 shares; 2025Q3: 3,768 shares; 2025Q4: 3,918 shares; 2026Q1: 4,025 shares; 2026Q2: 4,025 shares 4,025 $3.77M 0.74% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,100 shares; 2024Q4: 20,692 shares; 2025Q1: 21,054 shares; 2025Q2: 21,074 shares; 2025Q3: 21,382 shares; 2025Q4: 21,540 shares; 2026Q1: 22,077 shares; 2026Q2: 22,305 shares 22,305 $3.5M 0.69% +228 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,080 shares; 2024Q4: 26,834 shares; 2025Q1: 28,427 shares; 2025Q2: 26,184 shares; 2025Q3: 26,034 shares; 2025Q4: 25,849 shares; 2026Q1: 25,532 shares; 2026Q2: 25,514 shares 25,514 $3.28M 0.64% -18 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,637 shares; 2024Q4: 11,637 shares; 2025Q1: 12,187 shares; 2025Q2: 11,437 shares; 2025Q3: 11,437 shares; 2025Q4: 11,517 shares; 2026Q1: 11,437 shares; 2026Q2: 11,537 shares 11,537 $3.24M 0.64% +100 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,802 shares; 2024Q4: 20,021 shares; 2025Q1: 20,569 shares; 2025Q2: 21,485 shares; 2025Q3: 22,035 shares; 2025Q4: 26,264 shares; 2026Q1: 27,057 shares; 2026Q2: 31,049 shares 31,049 $3.07M 0.6% +3,992 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,532 shares; 2024Q4: 13,317 shares; 2025Q1: 13,317 shares; 2025Q2: 13,167 shares; 2025Q3: 12,757 shares; 2025Q4: 12,730 shares; 2026Q1: 12,230 shares; 2026Q2: 11,730 shares 11,730 $2.95M 0.58% -500 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,518 shares; 2024Q4: 21,218 shares; 2025Q1: 22,294 shares; 2025Q2: 22,002 shares; 2025Q3: 21,957 shares; 2025Q4: 21,872 shares; 2026Q1: 20,390 shares; 2026Q2: 20,088 shares 20,088 $2.95M 0.58% -302 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,542 shares; 2024Q4: 47,137 shares; 2025Q1: 45,534 shares; 2025Q2: 47,724 shares; 2025Q3: 47,404 shares; 2025Q4: 47,364 shares; 2026Q1: 37,409 shares; 2026Q2: 38,609 shares 38,609 $2.91M 0.57% +1,200 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,157 shares; 2024Q4: 2,944 shares; 2025Q1: 3,303 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares; 2025Q4: 3,526 shares; 2026Q1: 3,526 shares; 2026Q2: 3,838 shares 3,838 $2.83M 0.55% +312 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,679 shares; 2024Q4: 40,624 shares; 2025Q1: 39,141 shares; 2025Q2: 32,318 shares; 2025Q3: 30,645 shares; 2025Q4: 30,085 shares; 2026Q1: 29,299 shares; 2026Q2: 28,880 shares 28,880 $2.79M 0.55% -419 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,471 shares; 2024Q4: 11,797 shares; 2025Q1: 12,184 shares; 2025Q2: 12,400 shares; 2025Q3: 12,525 shares; 2025Q4: 12,385 shares; 2026Q1: 12,349 shares; 2026Q2: 12,349 shares 12,349 $2.75M 0.54% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,341 shares; 2024Q4: 4,350 shares; 2025Q1: 4,179 shares; 2025Q2: 3,707 shares; 2025Q3: 3,807 shares; 2025Q4: 3,707 shares; 2026Q1: 3,707 shares; 2026Q2: 3,978 shares 3,978 $2.73M 0.54% +271 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,414 shares; 2024Q4: 52,274 shares; 2025Q1: 49,949 shares; 2025Q2: 49,389 shares; 2025Q3: 49,862 shares; 2025Q4: 49,894 shares; 2026Q1: 50,712 shares; 2026Q2: 49,269 shares 49,269 $2.58M 0.51% -1,443 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,179 shares; 2024Q4: 39,523 shares; 2025Q1: 39,083 shares; 2025Q2: 39,148 shares; 2025Q3: 41,993 shares; 2025Q4: 42,556 shares; 2026Q1: 44,556 shares; 2026Q2: 42,906 shares 42,906 $2.56M 0.5% -1,650 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,188 shares; 2024Q4: 7,188 shares; 2025Q1: 7,449 shares; 2025Q2: 7,439 shares; 2025Q3: 7,439 shares; 2025Q4: 7,422 shares; 2026Q1: 7,422 shares; 2026Q2: 7,398 shares 7,398 $2.52M 0.49% -24 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 824 shares; 2026Q2: 8,240 shares 8,240 $2.49M 0.49% +7,416 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,829 shares; 2024Q4: 4,714 shares; 2025Q1: 4,975 shares; 2025Q2: 5,085 shares; 2025Q3: 4,999 shares; 2025Q4: 4,924 shares; 2026Q1: 4,896 shares; 2026Q2: 4,748 shares 4,748 $2.38M 0.47% -148 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,028 shares; 2024Q4: 7,028 shares; 2025Q1: 7,028 shares; 2025Q2: 7,028 shares; 2025Q3: 7,028 shares; 2025Q4: 7,028 shares; 2026Q1: 6,506 shares; 2026Q2: 5,984 shares 5,984 $2.24M 0.44% -522 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,920 shares; 2024Q4: 32,090 shares; 2025Q1: 42,930 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares; 2026Q2: 31,000 shares 31,000 $2.21M 0.43% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,834 shares; 2024Q4: 11,834 shares; 2025Q1: 14,111 shares; 2025Q2: 14,351 shares; 2025Q3: 14,351 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares; 2026Q2: 14,450 shares 14,450 $2.19M 0.43% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,849 shares; 2026Q2: 1,849 shares 1,849 $2.17M 0.43% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,779 shares; 2024Q4: 10,779 shares; 2025Q1: 10,779 shares; 2025Q2: 10,757 shares; 2025Q3: 11,255 shares; 2025Q4: 10,633 shares; 2026Q1: 10,607 shares; 2026Q2: 10,595 shares 10,595 $2.01M 0.39% -12 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,830 shares; 2024Q4: 30,510 shares; 2025Q1: 32,750 shares; 2025Q2: 31,950 shares; 2025Q3: 33,415 shares; 2025Q4: 32,915 shares; 2026Q1: 34,615 shares; 2026Q2: 39,115 shares 39,115 $1.98M 0.39% +4,500 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,223 shares; 2024Q4: 6,213 shares; 2025Q1: 6,344 shares; 2025Q2: 6,338 shares; 2025Q3: 6,777 shares; 2025Q4: 6,488 shares; 2026Q1: 6,488 shares; 2026Q2: 6,482 shares 6,482 $1.93M 0.38% -6 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,638 shares; 2024Q4: 14,698 shares; 2025Q1: 15,592 shares; 2025Q2: 15,302 shares; 2025Q3: 15,302 shares; 2025Q4: 15,379 shares; 2026Q1: 14,494 shares; 2026Q2: 14,166 shares 14,166 $1.92M 0.38% -328 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,335 shares; 2024Q4: 29,902 shares; 2025Q1: 29,860 shares; 2025Q2: 30,345 shares; 2025Q3: 31,145 shares; 2025Q4: 31,566 shares; 2026Q1: 35,802 shares; 2026Q2: 37,089 shares 37,089 $1.86M 0.37% +1,287 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,574 shares; 2024Q4: 17,574 shares; 2025Q1: 16,299 shares; 2025Q2: 15,559 shares; 2025Q3: 15,559 shares; 2025Q4: 15,559 shares; 2026Q1: 15,559 shares; 2026Q2: 15,559 shares 15,559 $1.83M 0.36% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,077 shares; 2024Q4: 5,077 shares; 2025Q1: 5,517 shares; 2025Q2: 5,057 shares; 2025Q3: 5,142 shares; 2025Q4: 4,877 shares; 2026Q1: 4,877 shares; 2026Q2: 4,877 shares 4,877 $1.72M 0.34% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,592 shares; 2024Q4: 23,546 shares; 2025Q1: 23,582 shares; 2025Q2: 23,247 shares; 2025Q3: 23,247 shares; 2025Q4: 23,187 shares; 2026Q1: 22,687 shares; 2026Q2: 21,687 shares 21,687 $1.71M 0.34% -1,000 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,476 shares; 2024Q4: 23,476 shares; 2025Q1: 23,596 shares; 2025Q2: 23,596 shares; 2025Q3: 23,406 shares; 2025Q4: 23,406 shares; 2026Q1: 22,932 shares; 2026Q2: 22,316 shares 22,316 $1.69M 0.33% -616 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,473 shares; 2025Q1: 31,849 shares; 2025Q2: 34,668 shares; 2025Q3: 37,503 shares; 2025Q4: 50,461 shares; 2026Q1: 63,702 shares; 2026Q2: 64,542 shares 64,542 $1.67M 0.33% +840 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,937 shares; 2024Q4: 2,928 shares; 2025Q1: 3,096 shares; 2025Q2: 3,172 shares; 2025Q3: 3,248 shares; 2025Q4: 3,177 shares; 2026Q1: 3,189 shares; 2026Q2: 3,165 shares 3,165 $1.67M 0.33% -24 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,772 shares; 2024Q4: 16,772 shares; 2025Q1: 17,445 shares; 2025Q2: 17,429 shares; 2025Q3: 17,428 shares; 2025Q4: 17,906 shares; 2026Q1: 18,306 shares; 2026Q2: 18,281 shares 18,281 $1.66M 0.33% -25 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,455 shares; 2024Q4: 11,110 shares; 2025Q1: 13,995 shares; 2025Q2: 11,485 shares; 2025Q3: 10,235 shares; 2025Q4: 8,786 shares; 2026Q1: 8,286 shares; 2026Q2: 8,286 shares 8,286 $1.66M 0.33% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,946 shares; 2024Q4: 18,006 shares; 2025Q1: 17,955 shares; 2025Q2: 17,964 shares; 2025Q3: 17,929 shares; 2025Q4: 17,156 shares; 2026Q1: 17,026 shares; 2026Q2: 21,168 shares 21,168 $1.65M 0.32% +4,142 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,458 shares; 2024Q4: 9,358 shares; 2025Q1: 6,310 shares; 2025Q2: 6,099 shares; 2025Q3: 6,098 shares; 2025Q4: 6,098 shares; 2026Q1: 6,098 shares; 2026Q2: 6,076 shares 6,076 $1.64M 0.32% -22 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,259 shares; 2024Q4: 22,059 shares; 2025Q1: 21,939 shares; 2025Q2: 20,584 shares; 2025Q3: 19,609 shares; 2025Q4: 19,609 shares; 2026Q1: 19,547 shares; 2026Q2: 19,547 shares 19,547 $1.64M 0.32% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,512 shares; 2024Q4: 9,512 shares; 2025Q1: 9,682 shares; 2025Q2: 9,254 shares; 2025Q3: 9,863 shares; 2025Q4: 9,609 shares; 2026Q1: 9,609 shares; 2026Q2: 9,607 shares 9,607 $1.59M 0.31% -2 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,780 shares; 2024Q4: 4,757 shares; 2025Q1: 4,909 shares; 2025Q2: 3,325 shares; 2025Q3: 3,547 shares; 2025Q4: 3,347 shares; 2026Q1: 3,220 shares; 2026Q2: 3,182 shares 3,182 $1.59M 0.31% -38 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,258 shares; 2024Q4: 7,258 shares; 2025Q1: 7,588 shares; 2025Q2: 7,588 shares; 2025Q3: 7,587 shares; 2025Q4: 7,587 shares; 2026Q1: 7,587 shares; 2026Q2: 7,057 shares 7,057 $1.58M 0.31% -530 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,156 shares; 2024Q4: 9,104 shares; 2025Q1: 9,193 shares; 2025Q2: 6,836 shares; 2025Q3: 6,826 shares; 2025Q4: 6,735 shares; 2026Q1: 6,735 shares; 2026Q2: 6,679 shares 6,679 $1.58M 0.31% -56 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,679 shares; 2024Q4: 5,710 shares; 2025Q1: 6,154 shares; 2025Q2: 5,740 shares; 2025Q3: 5,740 shares; 2025Q4: 5,804 shares; 2026Q1: 5,804 shares; 2026Q2: 5,802 shares 5,802 $1.57M 0.31% -2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,881 shares; 2024Q4: 14,381 shares; 2025Q1: 11,131 shares; 2025Q2: 11,131 shares; 2025Q3: 11,131 shares; 2025Q4: 11,131 shares; 2026Q1: 11,131 shares; 2026Q2: 11,131 shares 11,131 $1.55M 0.31% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 3,905 shares; 2025Q4: 4,348 shares; 2026Q1: 4,102 shares; 2026Q2: 4,102 shares 4,102 $1.55M 0.3% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,367 shares; 2025Q1: 1,369 shares; 2025Q2: 1,549 shares; 2025Q3: 1,625 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,583 shares 1,583 $1.52M 0.3% 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; 2024Q3: 14,975 shares; 2024Q4: 14,975 shares; 2025Q1: 15,639 shares; 2025Q2: 15,639 shares; 2025Q3: 15,639 shares; 2025Q4: 15,639 shares; 2026Q1: 15,639 shares; 2026Q2: 15,639 shares 15,639 $1.51M 0.3% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,432 shares; 2025Q1: 40,328 shares; 2025Q2: 42,678 shares; 2025Q3: 46,828 shares; 2025Q4: 65,997 shares; 2026Q1: 94,302 shares; 2026Q2: 100,397 shares 100,397 $1.51M 0.3% +6,095 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,234 shares; 2024Q4: 7,257 shares; 2025Q1: 8,311 shares; 2025Q2: 6,744 shares; 2025Q3: 5,994 shares; 2025Q4: 11,378 shares; 2026Q1: 28,748 shares; 2026Q2: 28,148 shares 28,148 $1.49M 0.29% -600 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,928 shares; 2024Q4: 3,880 shares; 2025Q1: 3,957 shares; 2025Q2: 3,795 shares; 2025Q3: 3,795 shares; 2025Q4: 7,590 shares; 2026Q1: 7,590 shares; 2026Q2: 7,546 shares 7,546 $1.44M 0.28% -44 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,650 shares; 2024Q4: 6,300 shares; 2025Q1: 6,020 shares; 2025Q2: not reported; 2025Q3: 5,430 shares; 2025Q4: 19,670 shares; 2026Q1: 31,470 shares; 2026Q2: 27,355 shares 27,355 $1.4M 0.27% -4,115 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 4,641 shares; 2025Q1: 4,758 shares; 2025Q2: 4,798 shares; 2025Q3: 4,830 shares; 2025Q4: 5,080 shares; 2026Q1: 5,080 shares; 2026Q2: 5,030 shares 5,030 $1.37M 0.27% -50 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,708 shares; 2025Q3: 23,438 shares; 2025Q4: 22,818 shares; 2026Q1: 16,476 shares; 2026Q2: 13,076 shares 13,076 $1.33M 0.26% -3,400 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,665 shares; 2024Q4: 6,926 shares; 2025Q1: 7,161 shares; 2025Q2: 6,008 shares; 2025Q3: 6,008 shares; 2025Q4: 6,008 shares; 2026Q1: 6,158 shares; 2026Q2: 5,958 shares 5,958 $1.27M 0.25% -200 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,904 shares; 2024Q4: 13,899 shares; 2025Q1: 13,899 shares; 2025Q2: 13,872 shares; 2025Q3: 14,157 shares; 2025Q4: 14,062 shares; 2026Q1: 13,675 shares; 2026Q2: 13,659 shares 13,659 $1.25M 0.25% -16 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,350 shares; 2024Q4: 16,350 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 14,872 shares; 2026Q1: 14,872 shares; 2026Q2: 14,872 shares 14,872 $1.25M 0.24% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,838 shares; 2024Q4: 15,663 shares; 2025Q1: 16,761 shares; 2025Q2: 15,330 shares; 2025Q3: 14,923 shares; 2025Q4: 14,124 shares; 2026Q1: 14,114 shares; 2026Q2: 14,114 shares 14,114 $1.24M 0.24% 0 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,958 shares; 2025Q4: 14,598 shares; 2026Q1: 27,745 shares; 2026Q2: 46,080 shares 46,080 $1.22M 0.24% +18,335 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,047 shares; 2024Q4: 2,017 shares; 2025Q1: 2,389 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,334 shares; 2026Q1: 2,334 shares; 2026Q2: 2,333 shares 2,333 $1.21M 0.24% -1 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,834 shares; 2024Q4: 7,461 shares; 2025Q1: 7,461 shares; 2025Q2: 11,367 shares; 2025Q3: 11,302 shares; 2025Q4: 11,302 shares; 2026Q1: 15,436 shares; 2026Q2: 15,436 shares 15,436 $1.17M 0.23% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,818 shares; 2025Q2: 11,228 shares; 2025Q3: 11,355 shares; 2025Q4: 13,461 shares; 2026Q1: 14,931 shares; 2026Q2: 16,231 shares 16,231 $1.17M 0.23% +1,300 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $1.11M 0.22% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,369 shares; 2024Q4: 4,369 shares; 2025Q1: 4,369 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares; 2025Q4: 4,369 shares; 2026Q1: 4,369 shares; 2026Q2: 4,471 shares 4,471 $1.1M 0.22% +102 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,610 shares; 2025Q1: 3,220 shares; 2025Q2: 3,220 shares; 2025Q3: 3,000 shares; 2025Q4: 2,760 shares; 2026Q1: 2,510 shares; 2026Q2: 2,510 shares 2,510 $1.09M 0.21% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 10,080 shares; 2026Q1: 10,080 shares; 2026Q2: 10,080 shares 10,080 $1.08M 0.21% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,435 shares; 2024Q4: 51,235 shares; 2025Q1: 51,275 shares; 2025Q2: 55,481 shares; 2025Q3: 55,091 shares; 2025Q4: 40,306 shares; 2026Q1: 38,506 shares; 2026Q2: 39,856 shares 39,856 $1.03M 0.2% +1,350 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 1,377 shares 1,377 $1.03M 0.2% +385 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,912 shares; 2025Q4: 1,939 shares; 2026Q1: 1,939 shares; 2026Q2: 1,939 shares 1,939 $996K 0.2% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,464 shares; 2024Q4: 4,374 shares; 2025Q1: 4,484 shares; 2025Q2: 4,484 shares; 2025Q3: 4,484 shares; 2025Q4: 4,484 shares; 2026Q1: 4,484 shares; 2026Q2: 4,484 shares 4,484 $989K 0.19% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,208 shares; 2024Q4: 12,208 shares; 2025Q1: 12,408 shares; 2025Q2: 12,190 shares; 2025Q3: 12,190 shares; 2025Q4: 12,190 shares; 2026Q1: 12,169 shares; 2026Q2: 12,151 shares 12,151 $988K 0.19% -18 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $979K 0.19% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,161 shares; 2024Q4: 10,341 shares; 2025Q1: 12,582 shares; 2025Q2: 13,262 shares; 2025Q3: 13,827 shares; 2025Q4: 15,412 shares; 2026Q1: 19,148 shares; 2026Q2: 19,096 shares 19,096 $975K 0.19% -52 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $974K 0.19% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,936 shares; 2026Q2: 9,768 shares 9,768 $970K 0.19% +1,832 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares; 2026Q2: 9,700 shares 9,700 $932K 0.18% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares 1,208 $913K 0.18% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,482 shares; 2024Q4: 7,303 shares; 2025Q1: 7,303 shares; 2025Q2: 6,819 shares; 2025Q3: 6,669 shares; 2025Q4: 6,820 shares; 2026Q1: 6,186 shares; 2026Q2: 6,186 shares 6,186 $886K 0.17% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,848 shares; 2024Q4: 5,748 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: 5,703 shares; 2025Q4: 5,703 shares; 2026Q1: 5,563 shares; 2026Q2: 5,463 shares 5,463 $885K 0.17% -100 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 3,614 shares; 2025Q1: 3,618 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares; 2026Q1: 2,658 shares; 2026Q2: 2,658 shares 2,658 $877K 0.17% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,035 shares; 2026Q1: 2,035 shares; 2026Q2: 2,035 shares 2,035 $867K 0.17% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 8,320 shares; 2026Q1: 9,290 shares; 2026Q2: 12,070 shares 12,070 $862K 0.17% +2,780 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,616 shares; 2024Q4: 11,916 shares; 2025Q1: 11,731 shares; 2025Q2: 11,731 shares; 2025Q3: 11,731 shares; 2025Q4: 10,077 shares; 2026Q1: 5,540 shares; 2026Q2: 5,540 shares 5,540 $859K 0.17% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,561 shares; 2026Q2: 4,486 shares 4,486 $839K 0.16% -75 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 3,660 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,583 shares; 2026Q1: 3,583 shares; 2026Q2: 3,583 shares 3,583 $835K 0.16% 0 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; 2024Q3: 9,444 shares; 2024Q4: 9,404 shares; 2025Q1: 9,404 shares; 2025Q2: 9,404 shares; 2025Q3: 9,364 shares; 2025Q4: 8,864 shares; 2026Q1: 8,864 shares; 2026Q2: 8,864 shares 8,864 $814K 0.16% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares; 2026Q1: 1,881 shares; 2026Q2: 1,881 shares 1,881 $812K 0.16% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,279 shares; 2024Q4: 5,279 shares; 2025Q1: 4,779 shares; 2025Q2: 4,779 shares; 2025Q3: 4,779 shares; 2025Q4: 4,779 shares; 2026Q1: 4,779 shares; 2026Q2: 4,779 shares 4,779 $811K 0.16% 0 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,976 shares; 2024Q4: 5,976 shares; 2025Q1: 5,976 shares; 2025Q2: 5,976 shares; 2025Q3: 5,976 shares; 2025Q4: 5,976 shares; 2026Q1: 6,051 shares; 2026Q2: 6,051 shares 6,051 $803K 0.16% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 2,073 shares; 2025Q1: 2,073 shares; 2025Q2: 2,073 shares; 2025Q3: 2,073 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares; 2026Q2: 2,098 shares 2,098 $710K 0.14% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,219 shares; 2024Q4: 33,219 shares; 2025Q1: 30,129 shares; 2025Q2: 30,437 shares; 2025Q3: 31,437 shares; 2025Q4: 30,437 shares; 2026Q1: 29,837 shares; 2026Q2: 29,237 shares 29,237 $704K 0.14% -600 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,894 shares; 2024Q4: 7,837 shares; 2025Q1: 7,544 shares; 2025Q2: 7,314 shares; 2025Q3: 7,314 shares; 2025Q4: 8,314 shares; 2026Q1: 7,314 shares; 2026Q2: 7,314 shares 7,314 $704K 0.14% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,821 shares; 2024Q4: 5,358 shares; 2025Q1: 5,485 shares; 2025Q2: 4,894 shares; 2025Q3: 4,894 shares; 2025Q4: 4,444 shares; 2026Q1: 4,444 shares; 2026Q2: 4,394 shares 4,394 $697K 0.14% -50 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,555 shares; 2024Q4: 6,659 shares; 2025Q1: 6,674 shares; 2025Q2: 6,339 shares; 2025Q3: 6,414 shares; 2025Q4: 7,064 shares; 2026Q1: 5,609 shares; 2026Q2: 5,954 shares 5,954 $657K 0.13% +345 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644 $651K 0.13% 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; 2024Q3: 7,673 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 7,673 shares; 2025Q3: 7,673 shares; 2025Q4: 7,673 shares; 2026Q1: 7,673 shares; 2026Q2: 7,673 shares 7,673 $636K 0.12% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,227 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares; 2026Q2: 1,206 shares 1,206 $631K 0.12% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,016 shares; 2024Q4: 15,316 shares; 2025Q1: 14,895 shares; 2025Q2: 14,545 shares; 2025Q3: 14,545 shares; 2025Q4: 13,720 shares; 2026Q1: 13,720 shares; 2026Q2: 13,720 shares 13,720 $625K 0.12% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,432 shares; 2024Q4: 15,997 shares; 2025Q1: 14,379 shares; 2025Q2: 13,694 shares; 2025Q3: 11,083 shares; 2025Q4: 10,803 shares; 2026Q1: 10,803 shares; 2026Q2: 10,794 shares 10,794 $622K 0.12% -9 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,607 shares; 2024Q4: 5,599 shares; 2025Q1: 3,837 shares; 2025Q2: 3,837 shares; 2025Q3: 3,833 shares; 2025Q4: 3,829 shares; 2026Q1: 3,713 shares; 2026Q2: 3,713 shares 3,713 $619K 0.12% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,182 shares; 2025Q2: 2,182 shares; 2025Q3: 2,182 shares; 2025Q4: 2,182 shares; 2026Q1: 2,182 shares; 2026Q2: 2,182 shares 2,182 $613K 0.12% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 1,770 shares; 2025Q1: 1,699 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares; 2026Q2: 4,820 shares 4,820 $598K 0.12% +3,615 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,811 shares; 2024Q4: 8,626 shares; 2025Q1: 8,610 shares; 2025Q2: 9,100 shares; 2025Q3: 8,249 shares; 2025Q4: 7,997 shares; 2026Q1: 7,962 shares; 2026Q2: 7,672 shares 7,672 $595K 0.12% -290 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,366 shares; 2024Q4: 10,801 shares; 2025Q1: 12,172 shares; 2025Q2: 12,263 shares; 2025Q3: 12,247 shares; 2025Q4: 11,352 shares; 2026Q1: 9,911 shares; 2026Q2: 10,125 shares 10,125 $586K 0.11% +214 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,554 shares; 2024Q4: 8,554 shares; 2025Q1: 10,310 shares; 2025Q2: 9,137 shares; 2025Q3: 9,137 shares; 2025Q4: 9,137 shares; 2026Q1: 13,212 shares; 2026Q2: 10,899 shares 10,899 $584K 0.11% -2,313 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,439 shares; 2026Q1: 7,439 shares; 2026Q2: 7,439 shares 7,439 $578K 0.11% 0 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $573K 0.11% 0 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 4,095 shares; 2026Q1: 7,890 shares; 2026Q2: 8,010 shares 8,010 $573K 0.11% +120 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares; 2026Q2: 4,975 shares 4,975 $572K 0.11% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $566K 0.11% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,334 shares; 2024Q4: 5,314 shares; 2025Q1: 6,056 shares; 2025Q2: 6,148 shares; 2025Q3: 6,062 shares; 2025Q4: 5,278 shares; 2026Q1: 5,173 shares; 2026Q2: 4,549 shares 4,549 $566K 0.11% -624 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,177 shares; 2024Q4: 7,940 shares; 2025Q1: 7,940 shares; 2025Q2: 7,940 shares; 2025Q3: 7,940 shares; 2025Q4: 7,677 shares; 2026Q1: 7,677 shares; 2026Q2: 7,677 shares 7,677 $564K 0.11% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,243 shares; 2024Q4: 5,243 shares; 2025Q1: 6,706 shares; 2025Q2: 6,881 shares; 2025Q3: 6,881 shares; 2025Q4: 6,968 shares; 2026Q1: 3,846 shares; 2026Q2: 3,761 shares 3,761 $551K 0.11% -85 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; 2024Q3: 6,629 shares; 2024Q4: 6,311 shares; 2025Q1: 6,816 shares; 2025Q2: 6,816 shares; 2025Q3: 6,816 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares; 2026Q2: 3,265 shares 3,265 $548K 0.11% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,080 shares; 2024Q4: 5,730 shares; 2025Q1: 6,850 shares; 2025Q2: 6,765 shares; 2025Q3: 7,467 shares; 2025Q4: 6,635 shares; 2026Q1: 6,860 shares; 2026Q2: 7,247 shares 7,247 $547K 0.11% +387 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,071 shares; 2024Q4: 7,071 shares; 2025Q1: 7,071 shares; 2025Q2: 7,071 shares; 2025Q3: 7,071 shares; 2025Q4: 7,071 shares; 2026Q1: 7,071 shares; 2026Q2: 7,071 shares 7,071 $545K 0.11% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $532K 0.1% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,740 shares; 2025Q2: 2,266 shares; 2025Q3: 2,863 shares; 2025Q4: 2,903 shares; 2026Q1: 2,729 shares; 2026Q2: 3,394 shares 3,394 $532K 0.1% +665 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,414 shares; 2024Q4: 18,150 shares; 2025Q1: 18,740 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,840 shares; 2026Q1: 5,840 shares; 2026Q2: 5,990 shares 5,990 $525K 0.1% +150 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,611 shares; 2024Q4: 12,255 shares; 2025Q1: 11,878 shares; 2025Q2: 7,167 shares; 2025Q3: 7,167 shares; 2025Q4: 6,887 shares; 2026Q1: 6,887 shares; 2026Q2: 6,844 shares 6,844 $515K 0.1% -43 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,455 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,305 shares; 2026Q2: 2,305 shares 2,305 $513K 0.1% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,846 shares; 2024Q4: 5,846 shares; 2025Q1: 5,846 shares; 2025Q2: 5,846 shares; 2025Q3: 5,846 shares; 2025Q4: 5,736 shares; 2026Q1: 5,736 shares; 2026Q2: 5,736 shares 5,736 $513K 0.1% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $508K 0.1% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 2,973 shares; 2025Q4: 2,973 shares; 2026Q1: 2,973 shares; 2026Q2: 2,973 shares 2,973 $503K 0.1% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,395 shares; 2026Q2: 4,404 shares 4,404 $500K 0.1% +9 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,382 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares 1,081 $496K 0.1% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,540 shares; 2024Q4: 7,540 shares; 2025Q1: 7,540 shares; 2025Q2: 7,540 shares; 2025Q3: 7,540 shares; 2025Q4: 7,540 shares; 2026Q1: 7,540 shares; 2026Q2: 7,540 shares 7,540 $481K 0.09% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $477K 0.09% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,914 shares; 2024Q4: 3,914 shares; 2025Q1: 3,912 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 2,777 shares; 2026Q2: 1,727 shares 1,727 $476K 0.09% -1,050 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,723 shares; 2024Q4: 2,648 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $470K 0.09% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 508 shares; 2025Q3: 645 shares; 2025Q4: 785 shares; 2026Q1: 1,139 shares; 2026Q2: 1,159 shares 1,159 $461K 0.09% +20 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,293 shares; 2024Q4: 5,063 shares; 2025Q1: 5,063 shares; 2025Q2: 5,063 shares; 2025Q3: 7,042 shares; 2025Q4: 7,890 shares; 2026Q1: 7,890 shares; 2026Q2: 7,890 shares 7,890 $459K 0.09% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares; 2026Q1: 3,456 shares; 2026Q2: 3,456 shares 3,456 $458K 0.09% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 4,965 shares; 2025Q3: 4,965 shares; 2025Q4: 4,965 shares; 2026Q1: 4,965 shares; 2026Q2: 4,965 shares 4,965 $457K 0.09% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $454K 0.09% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,475 shares; 2024Q4: 1,305 shares; 2025Q1: 1,549 shares; 2025Q2: 1,549 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares; 2026Q1: 1,549 shares; 2026Q2: 1,549 shares 1,549 $432K 0.08% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,276 shares; 2024Q4: 2,221 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,257 shares; 2026Q2: 2,257 shares 2,257 $430K 0.08% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,850 shares; 2026Q2: 7,175 shares 7,175 $424K 0.08% +325 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,799 shares; 2024Q4: 3,799 shares; 2025Q1: 3,799 shares; 2025Q2: 3,799 shares; 2025Q3: 3,798 shares; 2025Q4: 3,726 shares; 2026Q1: 3,726 shares; 2026Q2: 3,726 shares 3,726 $415K 0.08% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,807 shares; 2024Q4: 14,826 shares; 2025Q1: 13,942 shares; 2025Q2: 7,105 shares; 2025Q3: 7,105 shares; 2025Q4: 6,956 shares; 2026Q1: 6,956 shares; 2026Q2: 6,956 shares 6,956 $410K 0.08% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,410 shares; 2024Q4: 4,410 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $409K 0.08% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,000 shares 1,000 $391K 0.08% -200 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 3,362 shares; 2025Q3: 3,362 shares; 2025Q4: 3,362 shares; 2026Q1: 3,362 shares; 2026Q2: 3,288 shares 3,288 $386K 0.08% -74 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares 500 $382K 0.07% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804 shares; 2024Q4: 804 shares; 2025Q1: 750 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 748 shares 748 $381K 0.07% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,238 shares; 2025Q2: 3,238 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares; 2026Q1: 3,238 shares; 2026Q2: 3,238 shares 3,238 $380K 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,308 shares; 2024Q4: 3,978 shares; 2025Q1: 3,862 shares; 2025Q2: 3,720 shares; 2025Q3: 3,719 shares; 2025Q4: 3,709 shares; 2026Q1: 3,709 shares; 2026Q2: 3,647 shares 3,647 $379K 0.07% -62 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $379K 0.07% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $375K 0.07% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,435 shares; 2024Q4: 3,335 shares; 2025Q1: 3,575 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares; 2026Q2: 2,360 shares 2,360 $373K 0.07% -400 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,737 shares; 2024Q4: 36,147 shares; 2025Q1: 36,072 shares; 2025Q2: 35,292 shares; 2025Q3: 35,077 shares; 2025Q4: 32,977 shares; 2026Q1: 32,977 shares; 2026Q2: 29,041 shares 29,041 $371K 0.07% -3,936 Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares; 2025Q3: 5,769 shares; 2025Q4: 5,627 shares; 2026Q1: 5,627 shares; 2026Q2: 5,627 shares 5,627 $365K 0.07% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 748 shares; 2026Q2: 817 shares 817 $364K 0.07% +69 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 2,446 shares; 2025Q1: 4,603 shares; 2025Q2: 2,446 shares; 2025Q3: 2,446 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 2,446 shares 2,446 $363K 0.07% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,462 shares; 2024Q4: 4,462 shares; 2025Q1: 4,462 shares; 2025Q2: 4,462 shares; 2025Q3: 4,462 shares; 2025Q4: 4,837 shares; 2026Q1: 4,837 shares; 2026Q2: 4,837 shares 4,837 $360K 0.07% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,708 shares; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 1,707 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares; 2026Q2: 1,707 shares 1,707 $357K 0.07% 0 Timeline EASG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,085 shares; 2024Q4: 9,085 shares; 2025Q1: 9,085 shares; 2025Q2: 9,085 shares; 2025Q3: 9,085 shares; 2025Q4: 9,185 shares; 2026Q1: 9,185 shares; 2026Q2: 9,185 shares 9,185 $352K 0.07% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $352K 0.07% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 3,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $350K 0.07% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,342 shares; 2024Q4: 1,321 shares; 2025Q1: 1,421 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,438 shares; 2026Q1: 1,399 shares; 2026Q2: 1,399 shares 1,399 $347K 0.07% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,440 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,443 shares; 2026Q1: 1,443 shares; 2026Q2: 1,443 shares 1,443 $343K 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,533 shares 1,533 $343K 0.07% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,339 shares; 2024Q4: 1,339 shares; 2025Q1: 1,477 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 2,930 shares; 2026Q1: 2,930 shares; 2026Q2: 2,905 shares 2,905 $341K 0.07% -25 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,533 shares 1,533 $339K 0.07% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $332K 0.07% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $327K 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 898 shares; 2026Q2: 896 shares 896 $324K 0.06% -2 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,015 shares; 2025Q3: 2,395 shares; 2025Q4: 2,430 shares; 2026Q1: 3,175 shares; 2026Q2: 3,275 shares 3,275 $314K 0.06% +100 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 1,958 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,650 shares 2,650 $313K 0.06% -150 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 605 shares 605 $301K 0.06% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,182 shares; 2024Q4: 2,652 shares; 2025Q1: 3,527 shares; 2025Q2: 3,527 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares; 2026Q1: 3,102 shares; 2026Q2: 3,102 shares 3,102 $301K 0.06% 0 Timeline CPSH CPS TECHNOLOGIES CORP More: the full row for CPS TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,900 shares; 2026Q1: 63,900 shares; 2026Q2: 53,900 shares 53,900 $298K 0.06% -10,000 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $297K 0.06% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 2,400 shares 2,400 $287K 0.06% +2,100 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 932 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares; 2026Q2: 821 shares 821 $283K 0.06% 0 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 4,560 shares; 2026Q1: 4,630 shares; 2026Q2: 4,630 shares 4,630 $279K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,679 shares; 2024Q4: 1,679 shares; 2025Q1: 1,679 shares; 2025Q2: 1,679 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: not reported; 2026Q2: 1,511 shares 1,511 $279K 0.05% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142 shares; 2025Q4: not reported; 2026Q1: 1,142 shares; 2026Q2: 1,422 shares 1,422 $277K 0.05% +280 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: not reported; 2026Q1: 3,760 shares; 2026Q2: 3,760 shares 3,760 $276K 0.05% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $274K 0.05% 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; 2024Q3: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,543 shares; 2025Q2: 2,543 shares; 2025Q3: 2,543 shares; 2025Q4: 2,023 shares; 2026Q1: 2,023 shares; 2026Q2: 2,023 shares 2,023 $266K 0.05% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,297 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,209 shares; 2026Q1: 2,209 shares; 2026Q2: 2,429 shares 2,429 $260K 0.05% +220 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: 927 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $258K 0.05% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares; 2026Q1: 3,570 shares; 2026Q2: 3,570 shares 3,570 $257K 0.05% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares; 2026Q2: 2,771 shares 2,771 $254K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 3,062 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,296 shares; 2026Q2: 2,296 shares 2,296 $252K 0.05% 0 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; 2024Q3: 4,113 shares; 2024Q4: 3,829 shares; 2025Q1: 3,893 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 5,498 shares; 2026Q1: 5,498 shares; 2026Q2: 5,498 shares 5,498 $249K 0.05% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $243K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 620 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $239K 0.05% 0 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,590 shares; 2025Q4: 8,590 shares; 2026Q1: 8,590 shares; 2026Q2: 8,590 shares 8,590 $238K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 447 shares; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: not reported; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $231K 0.05% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,170 shares 2,170 $224K 0.04% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,830 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $223K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,347 shares 2,347 $220K 0.04% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $219K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,964 shares 1,964 $217K 0.04% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,660 shares; 2024Q4: 7,660 shares; 2025Q1: 7,660 shares; 2025Q2: 7,510 shares; 2025Q3: 7,510 shares; 2025Q4: 7,510 shares; 2026Q1: 7,710 shares; 2026Q2: 7,710 shares 7,710 $214K 0.04% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 3,211 shares; 2025Q1: 3,560 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,153 shares 1,153 $214K 0.04% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,128 shares; 2026Q1: 3,128 shares; 2026Q2: 1,128 shares 1,128 $211K 0.04% -2,000 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 825 shares 825 $210K 0.04% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,362 shares 4,362 $207K 0.04% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 10,155 shares; 2025Q4: 10,320 shares; 2026Q1: 11,520 shares; 2026Q2: 11,520 shares 11,520 $200K 0.04% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,865 shares; 2024Q4: 22,865 shares; 2025Q1: 22,865 shares; 2025Q2: 22,865 shares; 2025Q3: 23,565 shares; 2025Q4: 22,565 shares; 2026Q1: 14,890 shares; 2026Q2: 14,890 shares 14,890 $156K 0.03% 0 Timeline VSTM VERASTEM INC More: the full row for VERASTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,415 shares; 2024Q4: 26,415 shares; 2025Q1: 26,415 shares; 2025Q2: 23,749 shares; 2025Q3: 26,249 shares; 2025Q4: 26,249 shares; 2026Q1: 26,249 shares; 2026Q2: 30,833 shares 30,833 $118K 0.02% +4,584 Timeline ABEO ABEONA THERAPEUTICS INC More: the full row for ABEONA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,500 shares 12,500 $77.2K 0.02% new Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,450 shares; 2026Q1: 13,450 shares; 2026Q2: 13,450 shares 13,450 $74.4K 0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $50.6K 0.01% 0 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $43.2K 0.01% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,850 shares; 2024Q4: 13,850 shares; 2025Q1: 13,850 shares; 2025Q2: 13,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $40.5K 0.01% 0 Timeline MTVA METAVIA INC More: the full row for METAVIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $14.3K <0.01% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $13.6K <0.01% 0 Timeline TCRX TSCAN THERAPEUTICS INC More: the full row for TSCAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $9.8K <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,020 shares; 2026Q1: 10,020 shares; 2026Q2: 10,020 shares 10,020 $9.75K <0.01% 0 Timeline