MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,436 shares; 2024Q4: 228,276 shares; 2025Q1: 203,920 shares; 2025Q2: 203,281 shares; 2025Q3: 202,231 shares; 2025Q4: 230,953 shares; 2026Q1: 220,541 shares; 2026Q2: 219,087 shares 219,087 $35.8M 10.7% -1,454 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,305 shares; 2024Q4: 88,607 shares; 2025Q1: 78,301 shares; 2025Q2: 78,247 shares; 2025Q3: 75,637 shares; 2025Q4: 78,877 shares; 2026Q1: 78,444 shares; 2026Q2: 391,052 shares 391,052 $34.4M 10.27% +312,608 Timeline VBK 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: 93,254 shares; 2024Q4: 91,739 shares; 2025Q1: 82,772 shares; 2025Q2: 85,218 shares; 2025Q3: 83,424 shares; 2025Q4: 91,558 shares; 2026Q1: 87,775 shares; 2026Q2: 86,081 shares 86,081 $31.5M 9.4% -1,694 Timeline VOE 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: 154,204 shares; 2024Q4: 154,429 shares; 2025Q1: 140,612 shares; 2025Q2: 140,887 shares; 2025Q3: 140,041 shares; 2025Q4: 157,777 shares; 2026Q1: 153,074 shares; 2026Q2: 154,011 shares 154,011 $30.4M 9.09% +937 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,966 shares; 2024Q4: 100,960 shares; 2025Q1: 89,220 shares; 2025Q2: 88,460 shares; 2025Q3: 86,057 shares; 2025Q4: 96,154 shares; 2026Q1: 97,828 shares; 2026Q2: 98,916 shares 98,916 $30.3M 9.05% +1,088 Timeline VBR 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: 128,949 shares; 2024Q4: 128,354 shares; 2025Q1: 115,441 shares; 2025Q2: 117,444 shares; 2025Q3: 116,464 shares; 2025Q4: 131,510 shares; 2026Q1: 125,316 shares; 2026Q2: 124,520 shares 124,520 $30.3M 9.04% -796 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: 344,604 shares; 2024Q4: 362,687 shares; 2025Q1: 345,988 shares; 2025Q2: 339,246 shares; 2025Q3: 339,589 shares; 2025Q4: 387,158 shares; 2026Q1: 388,947 shares; 2026Q2: 393,714 shares 393,714 $28.9M 8.63% +4,767 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,005 shares; 2024Q4: 36,569 shares; 2025Q1: 23,451 shares; 2025Q2: 23,522 shares; 2025Q3: 23,422 shares; 2025Q4: 25,173 shares; 2026Q1: 25,258 shares; 2026Q2: 23,729 shares 23,729 $6.87M 2.05% -1,529 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,820 shares; 2024Q4: 353,808 shares; 2025Q1: 331,750 shares; 2025Q2: 362,189 shares; 2025Q3: 361,417 shares; 2025Q4: 370,663 shares; 2026Q1: 377,530 shares; 2026Q2: 386,988 shares 386,988 $6.8M 2.03% +9,458 Timeline VPL 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: 59,929 shares; 2024Q4: 62,038 shares; 2025Q1: 58,657 shares; 2025Q2: 59,051 shares; 2025Q3: 57,967 shares; 2025Q4: 60,309 shares; 2026Q1: 57,350 shares; 2026Q2: 55,922 shares 55,922 $6.47M 1.93% -1,428 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: 110,300 shares; 2024Q4: 105,310 shares; 2025Q1: 93,736 shares; 2025Q2: 93,602 shares; 2025Q3: 91,791 shares; 2025Q4: 100,058 shares; 2026Q1: 103,119 shares; 2026Q2: 102,779 shares 102,779 $6.13M 1.83% -340 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,871 shares; 2024Q4: 55,383 shares; 2025Q1: 59,573 shares; 2025Q2: 59,703 shares; 2025Q3: 60,166 shares; 2025Q4: 62,213 shares; 2026Q1: 63,048 shares; 2026Q2: 59,582 shares 59,582 $6.01M 1.79% -3,466 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: 68,356 shares; 2024Q4: 65,851 shares; 2025Q1: 60,907 shares; 2025Q2: 61,094 shares; 2025Q3: 59,560 shares; 2025Q4: 65,404 shares; 2026Q1: 67,266 shares; 2026Q2: 67,769 shares 67,769 $6M 1.79% +503 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: 4,939 shares; 2024Q4: 4,939 shares; 2025Q1: 4,939 shares; 2025Q2: 7,704 shares; 2025Q3: 7,954 shares; 2025Q4: 7,753 shares; 2026Q1: 7,782 shares; 2026Q2: 7,747 shares 7,747 $5.79M 1.73% -35 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: 56,219 shares; 2024Q4: 57,919 shares; 2025Q1: 52,333 shares; 2025Q2: 50,585 shares; 2025Q3: 51,736 shares; 2025Q4: 60,509 shares; 2026Q1: 61,032 shares; 2026Q2: 63,042 shares 63,042 $4.91M 1.47% +2,010 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,650 shares; 2024Q4: 35,350 shares; 2025Q1: 41,050 shares; 2025Q2: 41,850 shares; 2025Q3: 41,850 shares; 2025Q4: 43,650 shares; 2026Q1: 42,900 shares; 2026Q2: 43,400 shares 43,400 $4.06M 1.21% +500 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,195 shares; 2024Q4: 11,998 shares; 2025Q1: 11,800 shares; 2025Q2: 12,037 shares; 2025Q3: 12,040 shares; 2025Q4: 12,892 shares; 2026Q1: 12,968 shares; 2026Q2: 13,021 shares 13,021 $2.88M 0.86% +53 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,967 shares; 2024Q4: 3,847 shares; 2025Q1: 4,087 shares; 2025Q2: 4,412 shares; 2025Q3: 4,463 shares; 2025Q4: 5,278 shares; 2026Q1: 3,988 shares; 2026Q2: 3,803 shares 3,803 $2.75M 0.82% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,090 shares; 2026Q1: 5,100 shares; 2026Q2: 5,050 shares 5,050 $2.53M 0.75% -50 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: 10,228 shares; 2024Q4: 9,324 shares; 2025Q1: 8,750 shares; 2025Q2: 7,977 shares; 2025Q3: 7,928 shares; 2025Q4: 7,476 shares; 2026Q1: 7,535 shares; 2026Q2: 7,361 shares 7,361 $2.41M 0.72% -174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,830 shares; 2026Q2: 5,455 shares 5,455 $2.35M 0.7% -375 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,034 shares; 2024Q4: 12,661 shares; 2025Q1: 12,388 shares; 2025Q2: 13,506 shares; 2025Q3: 13,158 shares; 2025Q4: 13,695 shares; 2026Q1: 13,596 shares; 2026Q2: 13,873 shares 13,873 $2.28M 0.68% +277 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.67% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 70,000 shares; 2026Q1: 70,000 shares; 2026Q2: 60,000 shares 60,000 $1.99M 0.59% -10,000 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: 3,810 shares; 2024Q4: 3,858 shares; 2025Q1: 3,586 shares; 2025Q2: 3,686 shares; 2025Q3: 3,686 shares; 2025Q4: 3,851 shares; 2026Q1: 3,761 shares; 2026Q2: 15,045 shares 15,045 $1.87M 0.56% +11,284 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: 2,617 shares; 2025Q1: 2,617 shares; 2025Q2: 2,617 shares; 2025Q3: 2,617 shares; 2025Q4: 2,617 shares; 2026Q1: 2,617 shares; 2026Q2: 2,617 shares 2,617 $1.8M 0.54% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,681 shares; 2025Q4: 59,210 shares; 2026Q1: 59,210 shares; 2026Q2: 66,880 shares 66,880 $1.77M 0.53% +7,670 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,827 shares; 2024Q4: 6,818 shares; 2025Q1: 6,348 shares; 2025Q2: 6,349 shares; 2025Q3: 6,351 shares; 2025Q4: 6,803 shares; 2026Q1: 6,805 shares; 2026Q2: 6,806 shares 6,806 $1.65M 0.49% +1 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: 8,055 shares; 2024Q4: 7,686 shares; 2025Q1: 6,864 shares; 2025Q2: 6,873 shares; 2025Q3: 6,857 shares; 2025Q4: 6,987 shares; 2026Q1: 7,042 shares; 2026Q2: 6,642 shares 6,642 $1.58M 0.47% -400 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: 3,012 shares; 2024Q4: 2,917 shares; 2025Q1: 2,962 shares; 2025Q2: 2,889 shares; 2025Q3: 2,889 shares; 2025Q4: 4,020 shares; 2026Q1: 4,266 shares; 2026Q2: 3,652 shares 3,652 $1.36M 0.41% -614 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: 16,134 shares; 2024Q4: 19,594 shares; 2025Q1: 18,894 shares; 2025Q2: 18,894 shares; 2025Q3: 18,894 shares; 2025Q4: 17,444 shares; 2026Q1: 17,444 shares; 2026Q2: 17,044 shares 17,044 $1.35M 0.4% -400 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,704 shares; 2024Q4: 9,554 shares; 2025Q1: 9,055 shares; 2025Q2: 9,255 shares; 2025Q3: 9,255 shares; 2025Q4: 9,351 shares; 2026Q1: 9,301 shares; 2026Q2: 9,102 shares 9,102 $1.33M 0.4% -199 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,550 shares 2,550 $1.22M 0.36% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 2,008 shares; 2025Q1: 2,518 shares; 2025Q2: 2,568 shares; 2025Q3: 2,543 shares; 2025Q4: 2,908 shares; 2026Q1: 2,909 shares; 2026Q2: 3,089 shares 3,089 $1.12M 0.33% +180 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,452 shares; 2025Q2: 4,197 shares; 2025Q3: 4,244 shares; 2025Q4: 2,061 shares; 2026Q1: 8,406 shares; 2026Q2: 15,268 shares 15,268 $1.1M 0.33% +6,862 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: 2,777 shares; 2024Q4: 2,853 shares; 2025Q1: 2,833 shares; 2025Q2: 3,033 shares; 2025Q3: 3,074 shares; 2025Q4: 3,241 shares; 2026Q1: 3,077 shares; 2026Q2: 3,457 shares 3,457 $1.08M 0.32% +380 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: 1,321 shares; 2024Q4: 1,351 shares; 2025Q1: 1,526 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,696 shares; 2026Q1: 1,701 shares; 2026Q2: 1,916 shares 1,916 $1M 0.3% +215 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: 2,446 shares; 2024Q4: 2,471 shares; 2025Q1: 2,676 shares; 2025Q2: 2,761 shares; 2025Q3: 2,762 shares; 2025Q4: 3,593 shares; 2026Q1: 4,089 shares; 2026Q2: 4,379 shares 4,379 $981K 0.29% +290 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,942 shares; 2024Q4: 29,367 shares; 2025Q1: 22,087 shares; 2025Q2: 21,817 shares; 2025Q3: 21,670 shares; 2025Q4: 22,395 shares; 2026Q1: 20,448 shares; 2026Q2: 19,553 shares 19,553 $974K 0.29% -895 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,165 shares; 2026Q2: 6,167 shares 6,167 $964K 0.29% +2 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: 2,332 shares; 2024Q4: 2,392 shares; 2025Q1: 2,652 shares; 2025Q2: 2,713 shares; 2025Q3: 2,713 shares; 2025Q4: 3,021 shares; 2026Q1: 2,982 shares; 2026Q2: 3,467 shares 3,467 $938K 0.28% +485 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: 2,248 shares; 2024Q4: 2,459 shares; 2025Q1: 2,659 shares; 2025Q2: 2,734 shares; 2025Q3: 2,660 shares; 2025Q4: 2,735 shares; 2026Q1: 2,516 shares; 2026Q2: 2,496 shares 2,496 $904K 0.27% -20 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,461 shares; 2025Q1: 1,296 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 2,294 shares; 2026Q1: 2,294 shares; 2026Q2: 2,160 shares 2,160 $900K 0.27% -134 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738 shares; 2024Q4: 2,715 shares; 2025Q1: 2,671 shares; 2025Q2: 2,686 shares; 2025Q3: 2,686 shares; 2025Q4: 3,071 shares; 2026Q1: 5,003 shares; 2026Q2: 6,328 shares 6,328 $867K 0.26% +1,325 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,698 shares; 2024Q4: 6,423 shares; 2025Q1: 6,519 shares; 2025Q2: 6,619 shares; 2025Q3: 6,620 shares; 2025Q4: 8,580 shares; 2026Q1: 8,506 shares; 2026Q2: 11,132 shares 11,132 $842K 0.25% +2,626 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,760 shares; 2026Q1: 21,225 shares; 2026Q2: 26,820 shares 26,820 $829K 0.25% +5,595 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $816K 0.24% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH 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: 10,695 shares; 2026Q1: 12,930 shares; 2026Q2: 17,010 shares 17,010 $803K 0.24% +4,080 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: 2,295 shares; 2024Q4: 2,220 shares; 2025Q1: 2,728 shares; 2025Q2: 3,318 shares; 2025Q3: 3,397 shares; 2025Q4: 3,348 shares; 2026Q1: 3,628 shares; 2026Q2: 3,708 shares 3,708 $742K 0.22% +80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $698K 0.21% 0 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: 3,055 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 1,930 shares; 2025Q4: 1,921 shares; 2026Q1: 1,973 shares; 2026Q2: 1,857 shares 1,857 $664K 0.2% -116 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,755 shares; 2024Q4: 35,547 shares; 2025Q1: 24,994 shares; 2025Q2: 24,850 shares; 2025Q3: 24,355 shares; 2025Q4: 26,757 shares; 2026Q1: 24,174 shares; 2026Q2: 21,915 shares 21,915 $662K 0.2% -2,259 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,014 shares; 2024Q4: 5,139 shares; 2025Q1: 5,644 shares; 2025Q2: 5,695 shares; 2025Q3: 5,695 shares; 2025Q4: 5,971 shares; 2026Q1: 6,021 shares; 2026Q2: 5,772 shares 5,772 $619K 0.18% -249 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 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 $548K 0.16% 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; 2024Q3: 4,816 shares; 2024Q4: 4,777 shares; 2025Q1: 5,003 shares; 2025Q2: 5,229 shares; 2025Q3: 5,230 shares; 2025Q4: 8,226 shares; 2026Q1: 4,523 shares; 2026Q2: 4,189 shares 4,189 $543K 0.16% -334 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: 1,764 shares; 2024Q4: 1,854 shares; 2025Q1: 1,814 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,970 shares; 2026Q1: 1,845 shares; 2026Q2: 2,421 shares 2,421 $534K 0.16% +576 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,500 shares; 2024Q4: 35,000 shares; 2025Q1: 31,000 shares; 2025Q2: 33,500 shares; 2025Q3: 30,500 shares; 2025Q4: 36,500 shares; 2026Q1: 36,500 shares; 2026Q2: 36,500 shares 36,500 $505K 0.15% 0 Timeline IVOV 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; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $502K 0.15% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $463K 0.14% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 771 shares 771 $448K 0.13% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,590 shares; 2024Q4: 10,180 shares; 2025Q1: 4,830 shares; 2025Q2: 4,801 shares; 2025Q3: 4,749 shares; 2025Q4: 8,656 shares; 2026Q1: 7,156 shares; 2026Q2: 7,156 shares 7,156 $408K 0.12% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $401K 0.12% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,705 shares; 2024Q4: 2,038 shares; 2025Q1: 1,705 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,818 shares; 2026Q1: 1,618 shares; 2026Q2: 1,618 shares 1,618 $398K 0.12% 0 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: 744 shares; 2024Q4: 695 shares; 2025Q1: 698 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 1,017 shares; 2026Q1: 986 shares; 2026Q2: 1,081 shares 1,081 $381K 0.11% +95 Timeline VIOV 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; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $375K 0.11% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares; 2025Q4: 508 shares; 2026Q1: 506 shares; 2026Q2: 503 shares 503 $370K 0.11% -3 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,425 shares; 2025Q2: 2,475 shares; 2025Q3: 2,225 shares; 2025Q4: 2,355 shares; 2026Q1: 2,455 shares; 2026Q2: 2,905 shares 2,905 $339K 0.1% +450 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 7,000 shares; 2025Q4: 10,395 shares; 2026Q1: 11,645 shares; 2026Q2: 11,345 shares 11,345 $333K 0.1% -300 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569 shares; 2024Q4: 2,606 shares; 2025Q1: 2,625 shares; 2025Q2: 2,545 shares; 2025Q3: 2,755 shares; 2025Q4: 2,727 shares; 2026Q1: 2,746 shares; 2026Q2: 2,983 shares 2,983 $325K 0.1% +237 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264 shares 264 $305K 0.09% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: not reported; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $286K 0.09% 0 Timeline SPIB 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: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $268K 0.08% 0 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,500 shares; 2026Q2: 18,000 shares 18,000 $266K 0.08% -500 Timeline VOOG 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 3,000 shares 3,000 $248K 0.07% +2,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,639 shares; 2026Q1: 4,115 shares; 2026Q2: 1,812 shares 1,812 $248K 0.07% -2,303 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: 2,646 shares; 2025Q3: 2,596 shares; 2025Q4: 5,681 shares; 2026Q1: 5,720 shares; 2026Q2: 2,899 shares 2,899 $240K 0.07% -2,821 Timeline PFF 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: 7,040 shares; 2026Q2: 7,040 shares 7,040 $215K 0.06% 0 Timeline FISN DEEP FISSION INC More: the full row for DEEP FISSION 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: 15,000 shares 15,000 $166K 0.05% new Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $150K 0.04% 0 Timeline