NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,412 shares; 2023Q4: 10,346 shares; 2024Q1: 10,738 shares; 2024Q2: 727,813 shares; 2024Q3: 1,056,003 shares; 2024Q4: 1,279,813 shares; 2025Q1: 698,016 shares; 2025Q2: 811,909 shares 811,909 $128M 19.51% +113,893 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 133,986 shares; 2023Q4: 133,986 shares; 2024Q1: 171,474 shares; 2024Q2: 173,149 shares; 2024Q3: 174,768 shares; 2024Q4: 159,496 shares; 2025Q1: 160,887 shares; 2025Q2: 161,092 shares 161,092 $119M 18.08% +205 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 238,504 shares; 2023Q4: 236,138 shares; 2024Q1: 440,683 shares; 2024Q2: 442,903 shares; 2024Q3: 365,671 shares; 2024Q4: 309,765 shares; 2025Q1: 459,358 shares; 2025Q2: 361,936 shares 361,936 $74.3M 11.29% -97,422 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,401 shares; 2023Q4: 45,535 shares; 2024Q1: 71,141 shares; 2024Q2: 93,947 shares; 2024Q3: 110,331 shares; 2024Q4: 95,438 shares; 2025Q1: 102,327 shares; 2025Q2: 104,568 shares 104,568 $52M 7.91% +2,241 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46,150 shares; 2024Q3: 88,350 shares; 2024Q4: 88,350 shares; 2025Q1: 109,100 shares; 2025Q2: 109,100 shares 109,100 $32.7M 4.98% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 48,380 shares; 2023Q4: 12,620 shares; 2024Q1: 123,897 shares; 2024Q2: 147,360 shares; 2024Q3: 153,726 shares; 2024Q4: 140,404 shares; 2025Q1: 144,624 shares; 2025Q2: 148,330 shares 148,330 $32.5M 4.95% +3,706 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 88,545 shares; 2024Q3: 88,545 shares; 2024Q4: 89,062 shares; 2025Q1: 92,607 shares; 2025Q2: 162,322 shares 162,322 $23M 3.5% +69,715 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,710 shares; 2023Q4: 26,710 shares; 2024Q1: 29,281 shares; 2024Q2: 42,269 shares; 2024Q3: 36,067 shares; 2024Q4: 35,753 shares; 2025Q1: 35,753 shares; 2025Q2: 36,796 shares 36,796 $22.7M 3.46% +1,043 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 60,200 shares; 2023Q4: 60,200 shares; 2024Q1: 60,200 shares; 2024Q2: 60,200 shares; 2024Q3: 60,201 shares; 2024Q4: 163,140 shares; 2025Q1: 140,750 shares; 2025Q2: 141,780 shares 141,780 $19.3M 2.94% +1,030 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 917 shares; 2023Q4: 36,517 shares; 2024Q1: 36,551 shares; 2024Q2: 37,692 shares; 2024Q3: 37,659 shares; 2024Q4: 37,894 shares; 2025Q1: 39,394 shares; 2025Q2: 39,394 shares 39,394 $14.4M 2.2% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,637 shares; 2023Q4: 4,637 shares; 2024Q1: 19,893 shares; 2024Q2: 19,903 shares; 2024Q3: 29,068 shares; 2024Q4: 27,887 shares; 2025Q1: 32,587 shares; 2025Q2: 32,877 shares 32,877 $10.4M 1.59% +290 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 122,623 shares; 2023Q4: 122,623 shares; 2024Q1: 122,623 shares; 2024Q2: 119,023 shares; 2024Q3: 119,023 shares; 2024Q4: 119,023 shares; 2025Q1: 119,023 shares; 2025Q2: 115,023 shares 115,023 $10.3M 1.56% -4,000 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,992 shares; 2023Q4: 1,192 shares; 2024Q1: 47,067 shares; 2024Q2: 53,220 shares; 2024Q3: 47,880 shares; 2024Q4: 45,100 shares; 2025Q1: 49,940 shares; 2025Q2: 52,904 shares 52,904 $9.32M 1.42% +2,964 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 111,126 shares; 2023Q4: 109,883 shares; 2024Q1: 109,883 shares; 2024Q2: 109,883 shares; 2024Q3: 109,883 shares; 2024Q4: 109,883 shares; 2025Q1: 109,883 shares; 2025Q2: 109,883 shares 109,883 $8.6M 1.31% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,429 shares; 2024Q3: 4,989 shares; 2024Q4: 7,230 shares; 2025Q1: 7,449 shares; 2025Q2: 7,449 shares 7,449 $4.23M 0.64% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,304 shares 10,304 $4.17M 0.63% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 120,000 shares; 2024Q4: 80,000 shares; 2025Q1: 70,000 shares; 2025Q2: 45,300 shares 45,300 $4.04M 0.61% -24,700 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,679 shares; 2023Q4: 7,679 shares; 2024Q1: 7,679 shares; 2024Q2: 16,936 shares; 2024Q3: 11,738 shares; 2024Q4: 11,720 shares; 2025Q1: 11,704 shares; 2025Q2: 11,704 shares 11,704 $3.39M 0.52% 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; 2023Q3: 451 shares; 2023Q4: 451 shares; 2024Q1: 451 shares; 2024Q2: 1,162 shares; 2024Q3: 11,615 shares; 2024Q4: 11,615 shares; 2025Q1: 10,859 shares; 2025Q2: 10,859 shares 10,859 $2.99M 0.46% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 379,789 shares; 2024Q2: 330,609 shares; 2024Q3: 330,609 shares; 2024Q4: 280,191 shares; 2025Q1: 369,591 shares; 2025Q2: 235,081 shares 235,081 $2.92M 0.44% -134,510 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 242,350 shares; 2023Q4: 242,350 shares; 2024Q1: 242,350 shares; 2024Q2: 242,350 shares; 2024Q3: 242,350 shares; 2024Q4: 242,350 shares; 2025Q1: 140,000 shares; 2025Q2: 140,000 shares 140,000 $2.55M 0.39% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,030 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000 $2.53M 0.38% 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; 2023Q3: 360 shares; 2023Q4: 360 shares; 2024Q1: 3,580 shares; 2024Q2: 15,070 shares; 2024Q3: 15,181 shares; 2024Q4: 6,381 shares; 2025Q1: 12,000 shares; 2025Q2: 14,050 shares 14,050 $2.49M 0.38% +2,050 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,205 shares; 2024Q4: not reported; 2025Q1: 13,205 shares; 2025Q2: 13,205 shares 13,205 $2.49M 0.38% 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; 2023Q3: 3,115 shares; 2023Q4: 3,115 shares; 2024Q1: 3,115 shares; 2024Q2: 10,130 shares; 2024Q3: 7,544 shares; 2024Q4: 1,603 shares; 2025Q1: 7,504 shares; 2025Q2: 16,107 shares 16,107 $2.45M 0.37% +8,603 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; 2023Q3: 727 shares; 2023Q4: 7,668 shares; 2024Q1: 7,668 shares; 2024Q2: 8,941 shares; 2024Q3: 8,508 shares; 2024Q4: 8,508 shares; 2025Q1: 8,508 shares; 2025Q2: 8,000 shares 8,000 $2.43M 0.37% -508 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 168 shares; 2023Q4: 2,183 shares; 2024Q1: 2,183 shares; 2024Q2: 2,115 shares; 2024Q3: 4,385 shares; 2024Q4: 2,285 shares; 2025Q1: 4,385 shares; 2025Q2: 4,385 shares 4,385 $2.13M 0.32% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,634 shares; 2024Q2: 4,634 shares; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 3,475 shares 3,475 $1.92M 0.29% +2,195 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $1.79M 0.27% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,045 shares; 2023Q4: 948 shares; 2024Q1: 933 shares; 2024Q2: 8,797 shares; 2024Q3: 7,916 shares; 2024Q4: 7,916 shares; 2025Q1: 7,916 shares; 2025Q2: 5,728 shares 5,728 $1.79M 0.27% -2,188 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,485 shares; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,735 shares 1,735 $1.78M 0.27% +250 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; 2023Q3: not reported; 2023Q4: 7,000 shares; 2024Q1: 7,000 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares 7,000 $1.73M 0.26% 0 Timeline VIOO 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,051 shares; 2024Q4: not reported; 2025Q1: 16,051 shares; 2025Q2: 16,051 shares 16,051 $1.62M 0.25% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 115 shares; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares 7,500 $1.62M 0.25% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,071 shares; 2024Q3: 8,071 shares; 2024Q4: not reported; 2025Q1: 8,071 shares; 2025Q2: 8,071 shares 8,071 $1.48M 0.23% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,094 shares; 2024Q3: 3,094 shares; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: 3,094 shares 3,094 $1.3M 0.2% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 221,000 shares; 2023Q4: 188,000 shares; 2024Q1: 188,000 shares; 2024Q2: 18,000 shares; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares 18,000 $1.24M 0.19% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 173 shares; 2023Q4: 174 shares; 2024Q1: 178 shares; 2024Q2: 1,254 shares; 2024Q3: 1,076 shares; 2024Q4: 200 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares 1,076 $1.07M 0.16% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,357 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,026 shares; 2024Q3: 2,026 shares; 2024Q4: 500 shares; 2025Q1: 2,026 shares; 2025Q2: 2,853 shares 2,853 $1.01M 0.15% +827 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,620 shares; 2024Q3: 2,620 shares; 2024Q4: not reported; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares 2,620 $1M 0.15% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,650 shares; 2024Q3: 12,650 shares; 2024Q4: not reported; 2025Q1: 12,650 shares; 2025Q2: 12,650 shares 12,650 $974K 0.15% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,005 shares; 2025Q2: 1,905 shares 1,905 $970K 0.15% +900 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,049 shares; 2024Q3: 2,049 shares; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: 3,449 shares 3,449 $920K 0.14% +1,400 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,514 shares; 2024Q3: 2,514 shares; 2024Q4: not reported; 2025Q1: 2,514 shares; 2025Q2: 2,514 shares 2,514 $897K 0.14% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,012 shares; 2024Q3: 2,012 shares; 2024Q4: not reported; 2025Q1: 2,012 shares; 2025Q2: 2,012 shares 2,012 $880K 0.13% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $870K 0.13% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 15,033 shares; 2024Q1: 15,033 shares; 2024Q2: 15,033 shares; 2024Q3: 15,033 shares; 2024Q4: 15,033 shares; 2025Q1: 15,033 shares; 2025Q2: 15,033 shares 15,033 $842K 0.13% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares 6,500 $801K 0.12% 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; 2023Q3: 13,581 shares; 2023Q4: 13,571 shares; 2024Q1: 13,571 shares; 2024Q2: 13,571 shares; 2024Q3: 13,577 shares; 2024Q4: 5,571 shares; 2025Q1: 5,571 shares; 2025Q2: 5,571 shares 5,571 $798K 0.12% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares 4,000 $732K 0.11% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,500 shares; 2023Q4: 12,500 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 7,001 shares; 2025Q2: 5,500 shares 5,500 $728K 0.11% -1,501 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares 1,080 $716K 0.11% 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; 2023Q3: 88 shares; 2023Q4: 4,588 shares; 2024Q1: 4,588 shares; 2024Q2: 4,588 shares; 2024Q3: 4,588 shares; 2024Q4: 4,852 shares; 2025Q1: 4,852 shares; 2025Q2: 4,852 shares 4,852 $716K 0.11% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 701 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares 7,000 $707K 0.11% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,847 shares; 2024Q4: 2,847 shares; 2025Q1: 2,847 shares; 2025Q2: 2,847 shares 2,847 $702K 0.11% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 103 shares; 2024Q2: 803 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,205 shares 1,205 $677K 0.1% +505 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; 2023Q3: 2,167 shares; 2023Q4: 4,282 shares; 2024Q1: 4,282 shares; 2024Q2: 4,282 shares; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares 2,115 $652K 0.1% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares 1,200 $652K 0.1% 0 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; 2023Q3: 143,118 shares; 2023Q4: 152,632 shares; 2024Q1: 97,954 shares; 2024Q2: 98,354 shares; 2024Q3: 96,434 shares; 2024Q4: 96,034 shares; 2025Q1: 9,514 shares; 2025Q2: 13,514 shares 13,514 $639K 0.1% +4,000 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,482 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 3,337 shares 3,337 $639K 0.1% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,666 shares; 2024Q2: 13,759 shares; 2024Q3: 9,093 shares; 2024Q4: not reported; 2025Q1: 9,093 shares; 2025Q2: 9,093 shares 9,093 $631K 0.1% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 40 shares; 2024Q2: 1,454 shares; 2024Q3: 1,414 shares; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 2,014 shares 2,014 $602K 0.09% +600 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,205 shares; 2024Q2: 2,205 shares; 2024Q3: not reported; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares 2,676 $585K 0.09% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000 $579K 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 64 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 6,740 shares; 2024Q3: 3,333 shares; 2024Q4: 1,593 shares; 2025Q1: 3,333 shares; 2025Q2: 4,034 shares 4,034 $549K 0.08% +701 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 194 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 3,701 shares; 2024Q3: 3,701 shares; 2024Q4: not reported; 2025Q1: 3,701 shares; 2025Q2: 3,701 shares 3,701 $540K 0.08% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,889 shares; 2023Q4: 5,992 shares; 2024Q1: 6,020 shares; 2024Q2: 6,020 shares; 2024Q3: 5,880 shares; 2024Q4: 5,880 shares; 2025Q1: 5,880 shares; 2025Q2: 5,880 shares 5,880 $539K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,779 shares; 2023Q4: 9,204 shares; 2024Q1: 4,705 shares; 2024Q2: 6,790 shares; 2024Q3: 6,790 shares; 2024Q4: 6,690 shares; 2025Q1: 6,638 shares; 2025Q2: 6,638 shares 6,638 $532K 0.08% 0 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; 2023Q3: 345 shares; 2023Q4: 345 shares; 2024Q1: 345 shares; 2024Q2: 2,396 shares; 2024Q3: 2,396 shares; 2024Q4: 345 shares; 2025Q1: 2,396 shares; 2025Q2: 2,396 shares 2,396 $530K 0.08% 0 Timeline ARCT ARCTURUS THERAPEUTICS HLDGS More: the full row for ARCTURUS THERAPEUTICS HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 40,000 shares; 2024Q2: 40,000 shares; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares 40,000 $520K 0.08% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,188 shares; 2024Q4: not reported; 2025Q1: 5,188 shares; 2025Q2: 5,188 shares 5,188 $510K 0.08% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 668 shares; 2023Q4: 120 shares; 2024Q1: 5,648 shares; 2024Q2: 6,260 shares; 2024Q3: 6,741 shares; 2024Q4: 6,741 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares 2,718 $505K 0.08% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 72 shares; 2024Q2: 1,332 shares; 2024Q3: 1,260 shares; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares 1,260 $487K 0.07% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,807 shares; 2023Q4: 7,807 shares; 2024Q1: 10,807 shares; 2024Q2: 14,879 shares; 2024Q3: 7,072 shares; 2024Q4: not reported; 2025Q1: 7,072 shares; 2025Q2: 7,072 shares 7,072 $477K 0.07% 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; 2023Q3: 15,430 shares; 2023Q4: 42,158 shares; 2024Q1: 42,158 shares; 2024Q2: 50,697 shares; 2024Q3: 9,343 shares; 2024Q4: 11,300 shares; 2025Q1: 19,441 shares; 2025Q2: 19,441 shares 19,441 $471K 0.07% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,291 shares; 2024Q3: 14,291 shares; 2024Q4: not reported; 2025Q1: 14,291 shares; 2025Q2: 14,291 shares 14,291 $466K 0.07% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,260 shares; 2024Q3: 7,260 shares; 2024Q4: not reported; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares 7,260 $455K 0.07% 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; 2023Q3: 5,507 shares; 2023Q4: 12,991 shares; 2024Q1: 13,010 shares; 2024Q2: 15,390 shares; 2024Q3: 12,498 shares; 2024Q4: 7,447 shares; 2025Q1: 12,498 shares; 2025Q2: 12,498 shares 12,498 $446K 0.07% 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; 2023Q3: 101 shares; 2023Q4: 101 shares; 2024Q1: 198 shares; 2024Q2: 2,167 shares; 2024Q3: 6,570 shares; 2024Q4: 5,000 shares; 2025Q1: 6,570 shares; 2025Q2: 1,570 shares 1,570 $428K 0.07% -5,000 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 761 shares; 2023Q4: 762 shares; 2024Q1: 762 shares; 2024Q2: 1,803 shares; 2024Q3: 1,803 shares; 2024Q4: 668 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares 1,838 $423K 0.06% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,760 shares; 2023Q4: 15,760 shares; 2024Q1: 15,760 shares; 2024Q2: 15,760 shares; 2024Q3: 15,116 shares; 2024Q4: 15,116 shares; 2025Q1: 15,116 shares; 2025Q2: 15,116 shares 15,116 $421K 0.06% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $415K 0.06% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,555 shares; 2023Q4: 3,555 shares; 2024Q1: 3,555 shares; 2024Q2: 3,555 shares; 2024Q3: 3,555 shares; 2024Q4: 3,339 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares 2,120 $411K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,684 shares; 2023Q4: 3,684 shares; 2024Q1: 3,684 shares; 2024Q2: 23,312 shares; 2024Q3: 12,412 shares; 2024Q4: 9,412 shares; 2025Q1: 3,684 shares; 2025Q2: 3,684 shares 3,684 $408K 0.06% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,600 shares; 2024Q3: 3,600 shares; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares 3,600 $388K 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,030 shares; 2023Q4: 1,036 shares; 2024Q1: 1,036 shares; 2024Q2: 1,036 shares; 2024Q3: 1,036 shares; 2024Q4: 5,325 shares; 2025Q1: 5,359 shares; 2025Q2: 4,324 shares 4,324 $388K 0.06% -1,035 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,972 shares; 2023Q4: 1,883 shares; 2024Q1: 1,883 shares; 2024Q2: 3,548 shares; 2024Q3: 1,666 shares; 2024Q4: not reported; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares 1,666 $388K 0.06% 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; 2023Q3: 97 shares; 2023Q4: 2,797 shares; 2024Q1: 2,797 shares; 2024Q2: 2,742 shares; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 2,818 shares 2,818 $380K 0.06% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,738 shares; 2023Q4: 5,738 shares; 2024Q1: 3,998 shares; 2024Q2: 3,998 shares; 2024Q3: 3,998 shares; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares 3,998 $380K 0.06% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,058 shares; 2023Q4: 3,058 shares; 2024Q1: 3,058 shares; 2024Q2: 3,058 shares; 2024Q3: 3,058 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares 3,058 $370K 0.06% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,448 shares; 2024Q3: 1,448 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares 1,248 $368K 0.06% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,479 shares; 2024Q3: 1,479 shares; 2024Q4: not reported; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares 1,479 $366K 0.06% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,072 shares; 2024Q1: 2,072 shares; 2024Q2: 1,072 shares; 2024Q3: 1,072 shares; 2024Q4: 1,072 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $350K 0.05% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,071 shares; 2023Q4: 4,071 shares; 2024Q1: 4,071 shares; 2024Q2: 4,071 shares; 2024Q3: 4,020 shares; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 6,405 shares 6,405 $350K 0.05% +2,542 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,630 shares; 2023Q4: 4,630 shares; 2024Q1: 4,630 shares; 2024Q2: 2,697 shares; 2024Q3: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares; 2025Q2: 2,697 shares 2,697 $347K 0.05% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,042 shares; 2024Q3: 1,042 shares; 2024Q4: not reported; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares 1,042 $346K 0.05% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,884 shares; 2023Q4: 2,884 shares; 2024Q1: 2,884 shares; 2024Q2: 2,884 shares; 2024Q3: 2,884 shares; 2024Q4: 2,862 shares; 2025Q1: 2,862 shares; 2025Q2: 2,477 shares 2,477 $345K 0.05% -385 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,118 shares; 2024Q2: 4,118 shares; 2024Q3: 4,118 shares; 2024Q4: 4,118 shares; 2025Q1: 4,490 shares; 2025Q2: 4,490 shares 4,490 $334K 0.05% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,924 shares; 2024Q3: 5,924 shares; 2024Q4: not reported; 2025Q1: 5,924 shares; 2025Q2: 5,924 shares 5,924 $332K 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; 2023Q3: 1,102 shares; 2023Q4: 1,102 shares; 2024Q1: 1,282 shares; 2024Q2: 2,024 shares; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares 2,070 $330K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,985 shares; 2023Q4: 6,985 shares; 2024Q1: 6,749 shares; 2024Q2: 7,792 shares; 2024Q3: 1,637 shares; 2024Q4: 552 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares 1,085 $317K 0.05% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $310K 0.05% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares 4,000 $297K 0.05% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,847 shares; 2023Q4: 5,847 shares; 2024Q1: 5,927 shares; 2024Q2: 7,963 shares; 2024Q3: 2,193 shares; 2024Q4: not reported; 2025Q1: 2,193 shares; 2025Q2: 2,193 shares 2,193 $290K 0.04% 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; 2023Q3: 8,014 shares; 2023Q4: 8,014 shares; 2024Q1: 13,014 shares; 2024Q2: 8,014 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares 4,800 $281K 0.04% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 720 shares; 2025Q2: 720 shares 720 $280K 0.04% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,654 shares; 2023Q4: 1,654 shares; 2024Q1: 1,654 shares; 2024Q2: 1,654 shares; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,737 shares; 2025Q2: 1,737 shares 1,737 $276K 0.04% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,863 shares; 2024Q3: 1,863 shares; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares 1,863 $276K 0.04% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,127 shares; 2024Q3: 1,127 shares; 2024Q4: not reported; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares 1,127 $268K 0.04% 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; 2023Q3: 785 shares; 2023Q4: 785 shares; 2024Q1: 860 shares; 2024Q2: 725 shares; 2024Q3: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares 200 $268K 0.04% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,032 shares; 2024Q1: 4,192 shares; 2024Q2: 4,192 shares; 2024Q3: 4,192 shares; 2024Q4: 4,090 shares; 2025Q1: 4,472 shares; 2025Q2: 4,472 shares 4,472 $267K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 11,656 shares; 2025Q1: 11,656 shares; 2025Q2: 11,656 shares 11,656 $261K 0.04% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $253K 0.04% 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; 2023Q3: 668 shares; 2023Q4: 668 shares; 2024Q1: 668 shares; 2024Q2: 606 shares; 2024Q3: 1,139 shares; 2024Q4: 606 shares; 2025Q1: 902 shares; 2025Q2: 902 shares 902 $252K 0.04% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,740 shares; 2024Q2: 1,740 shares; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,698 shares; 2025Q2: 2,624 shares 2,624 $241K 0.04% +926 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,592 shares; 2023Q4: 6,592 shares; 2024Q1: 6,592 shares; 2024Q2: 6,592 shares; 2024Q3: 6,592 shares; 2024Q4: 6,592 shares; 2025Q1: 6,440 shares; 2025Q2: 6,440 shares 6,440 $241K 0.04% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,000 shares; 2023Q4: 5,040 shares; 2024Q1: 3,796 shares; 2024Q2: 7,592 shares; 2024Q3: 7,592 shares; 2024Q4: 7,592 shares; 2025Q1: 7,592 shares; 2025Q2: 7,592 shares 7,592 $238K 0.04% 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; 2023Q3: 55 shares; 2023Q4: 0 shares; 2024Q1: 0 shares; 2024Q2: 1,037 shares; 2024Q3: 1,037 shares; 2024Q4: not reported; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares 1,037 $230K 0.03% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,636 shares; 2025Q2: 6,984 shares 6,984 $228K 0.03% +1,348 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,370 shares; 2023Q4: 5,410 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares 4,000 $220K 0.03% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,208 shares; 2023Q4: 1,208 shares; 2024Q1: 1,208 shares; 2024Q2: 1,208 shares; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares 1,818 $217K 0.03% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,918 shares; 2024Q3: 3,918 shares; 2024Q4: not reported; 2025Q1: 3,918 shares; 2025Q2: 3,918 shares 3,918 $216K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $203K 0.03% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares 1,700 $183K 0.03% 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; 2023Q3: 4,706 shares; 2023Q4: 9,660 shares; 2024Q1: 9,660 shares; 2024Q2: 9,660 shares; 2024Q3: 1,981 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares 1,190 $182K 0.03% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,990 shares; 2023Q4: 17,793 shares; 2024Q1: 20,680 shares; 2024Q2: 20,180 shares; 2024Q3: 28,830 shares; 2024Q4: 28,830 shares; 2025Q1: 41,169 shares; 2025Q2: 1,133 shares 1,133 $180K 0.03% -40,036 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,120 shares; 2024Q3: 4,120 shares; 2024Q4: not reported; 2025Q1: 4,120 shares; 2025Q2: 4,120 shares 4,120 $160K 0.02% 0 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; 2023Q3: 344 shares; 2023Q4: 344 shares; 2024Q1: 344 shares; 2024Q2: 344 shares; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares 344 $160K 0.02% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares 393 $159K 0.02% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares 1,169 $159K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,380 shares; 2023Q4: 1,380 shares; 2024Q1: 1,380 shares; 2024Q2: 1,205 shares; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares 1,205 $155K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 63 shares; 2023Q4: 4,316 shares; 2024Q1: 7,316 shares; 2024Q2: 9,193 shares; 2024Q3: 1,877 shares; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares 1,877 $149K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 3,664 shares; 2024Q3: 1,664 shares; 2024Q4: not reported; 2025Q1: 1,858 shares; 2025Q2: 1,664 shares 1,664 $145K 0.02% -194 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; 2023Q3: 14,319 shares; 2023Q4: 23,449 shares; 2024Q1: 23,449 shares; 2024Q2: 23,448 shares; 2024Q3: 2,046 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares 2,014 $143K 0.02% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,845 shares; 2024Q3: 5,845 shares; 2024Q4: not reported; 2025Q1: 5,845 shares; 2025Q2: 5,845 shares 5,845 $123K 0.02% 0 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; 2023Q3: 2,856 shares; 2023Q4: 3,026 shares; 2024Q1: 3,026 shares; 2024Q2: 1,672 shares; 2024Q3: 1,817 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,639 shares 1,639 $121K 0.02% +137 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 561 shares; 2024Q3: 561 shares; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 561 shares 561 $120K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $117K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $115K 0.02% 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; 2023Q3: 266 shares; 2023Q4: 266 shares; 2024Q1: 266 shares; 2024Q2: 266 shares; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares 266 $113K 0.02% 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; 2023Q3: not reported; 2023Q4: 358 shares; 2024Q1: 723 shares; 2024Q2: 723 shares; 2024Q3: 841 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares 1,076 $108K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500 $108K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 142 shares; 2023Q4: 142 shares; 2024Q1: 274 shares; 2024Q2: 1,601 shares; 2024Q3: 1,469 shares; 2024Q4: not reported; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares 1,469 $104K 0.02% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 787 shares; 2025Q2: 787 shares 787 $81.1K 0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,349 shares; 2024Q3: 1,349 shares; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares 1,349 $74.6K 0.01% 0 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; 2023Q3: 997 shares; 2023Q4: 997 shares; 2024Q1: 997 shares; 2024Q2: 997 shares; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares 997 $67K 0.01% 0 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; 2023Q3: 201 shares; 2023Q4: 201 shares; 2024Q1: 201 shares; 2024Q2: 201 shares; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares 201 $61.3K 0.01% 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; 2023Q3: 4,726 shares; 2023Q4: 4,859 shares; 2024Q1: 5,057 shares; 2024Q2: 430 shares; 2024Q3: 2,385 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares 430 $36.5K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 750 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares 750 $31.7K <0.01% 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; 2023Q3: 183 shares; 2023Q4: 183 shares; 2024Q1: 183 shares; 2024Q2: 183 shares; 2024Q3: 183 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares 339 $27.7K <0.01% 0 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 747 shares; 2023Q4: 747 shares; 2024Q1: 747 shares; 2024Q2: 747 shares; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares 747 $25.4K <0.01% 0 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; 2023Q3: 361 shares; 2023Q4: 361 shares; 2024Q1: 361 shares; 2024Q2: 361 shares; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares 361 $20.7K <0.01% 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; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $11.3K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares 40 $7.45K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,864 shares; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 73 shares 73 $6.7K <0.01% -47 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares 25 $3.94K <0.01% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares 49 $3.38K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares 11 $2.71K <0.01% 0 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $2.69K <0.01% 0 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; 2023Q3: 107 shares; 2023Q4: 107 shares; 2024Q1: 107 shares; 2024Q2: 107 shares; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares 107 $2.5K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares 30 $2.43K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 588 shares; 2024Q2: 588 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares 30 $2.07K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $1.84K <0.01% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 140 shares; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $1.44K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares 33 $1.27K <0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $456 <0.01% 0 Timeline MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC More: the full row for MIND MEDICINE MINDMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $39 <0.01% 0