NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,484 shares; 2023Q4: 26,426 shares; 2024Q1: 57,801 shares; 2024Q2: 783,569 shares; 2024Q3: 811,792 shares; 2024Q4: 1,173,431 shares; 2025Q1: 1,038,648 shares; 2025Q2: 2,011,875 shares 2,011,875 $318M 40.7% +973,227 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: 87,860 shares; 2023Q4: 91,129 shares; 2024Q1: 89,497 shares; 2024Q2: 151,178 shares; 2024Q3: 151,122 shares; 2024Q4: 152,007 shares; 2025Q1: 150,975 shares; 2025Q2: 146,892 shares 146,892 $44.6M 5.72% -4,083 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: 294,466 shares; 2023Q4: 364,378 shares; 2024Q1: 244,852 shares; 2024Q2: 237,710 shares; 2024Q3: 237,290 shares; 2024Q4: 232,876 shares; 2025Q1: 194,967 shares; 2025Q2: 180,846 shares 180,846 $32.1M 4.11% -14,121 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: 229,642 shares; 2023Q4: 233,365 shares; 2024Q1: 154,869 shares; 2024Q2: 168,676 shares; 2024Q3: 171,682 shares; 2024Q4: 169,002 shares; 2025Q1: 162,983 shares; 2025Q2: 154,831 shares 154,831 $31.8M 4.07% -8,152 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: 22,388 shares; 2023Q4: 24,695 shares; 2024Q1: 32,511 shares; 2024Q2: 55,412 shares; 2024Q3: 58,428 shares; 2024Q4: 59,103 shares; 2025Q1: 57,864 shares; 2025Q2: 59,497 shares 59,497 $29.6M 3.79% +1,633 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,950 shares; 2023Q4: 1,954 shares; 2024Q1: 2,070 shares; 2024Q2: 103,098 shares; 2024Q3: 100,373 shares; 2024Q4: 93,068 shares; 2025Q1: 111,397 shares; 2025Q2: 102,407 shares 102,407 $21.5M 2.75% -8,990 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: 107,788 shares; 2023Q4: 105,950 shares; 2024Q1: 100,023 shares; 2024Q2: 100,634 shares; 2024Q3: 102,746 shares; 2024Q4: 103,731 shares; 2025Q1: 103,712 shares; 2025Q2: 99,866 shares 99,866 $17.6M 2.25% -3,846 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; 2023Q3: 32,681 shares; 2023Q4: 39,255 shares; 2024Q1: 48,937 shares; 2024Q2: 259,607 shares; 2024Q3: 288,330 shares; 2024Q4: 299,133 shares; 2025Q1: 274,447 shares; 2025Q2: 292,597 shares 292,597 $16.7M 2.14% +18,150 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,117 shares; 2023Q4: 49,117 shares; 2024Q1: 48,639 shares; 2024Q2: 48,929 shares; 2024Q3: 48,639 shares; 2024Q4: 48,639 shares; 2025Q1: 48,639 shares; 2025Q2: 48,706 shares 48,706 $16.5M 2.12% +67 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: 32,672 shares; 2023Q4: 40,867 shares; 2024Q1: 9,123 shares; 2024Q2: 10,064 shares; 2024Q3: 11,282 shares; 2024Q4: 11,511 shares; 2025Q1: 12,169 shares; 2025Q2: 20,370 shares 20,370 $15M 1.93% +8,201 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 98,399 shares; 2024Q3: 98,614 shares; 2024Q4: 103,578 shares; 2025Q1: 97,571 shares; 2025Q2: 101,065 shares 101,065 $13.5M 1.73% +3,494 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 107,584 shares; 2024Q3: 107,840 shares; 2024Q4: 106,799 shares; 2025Q1: 105,029 shares; 2025Q2: 104,677 shares 104,677 $13.3M 1.71% -352 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: 652 shares; 2024Q1: 652 shares; 2024Q2: 18,783 shares; 2024Q3: 18,798 shares; 2024Q4: 17,973 shares; 2025Q1: 17,530 shares; 2025Q2: 17,715 shares 17,715 $11.8M 1.5% +185 Timeline VHT 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: 47,611 shares; 2024Q3: 47,741 shares; 2024Q4: 46,932 shares; 2025Q1: 45,974 shares; 2025Q2: 45,823 shares 45,823 $11.4M 1.46% -151 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: 136,564 shares; 2023Q4: 138,761 shares; 2024Q1: 137,467 shares; 2024Q2: 153,162 shares; 2024Q3: 153,902 shares; 2024Q4: 152,790 shares; 2025Q1: 147,913 shares; 2025Q2: 157,788 shares 157,788 $10.9M 1.4% +9,875 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,479 shares; 2023Q4: 19,184 shares; 2024Q1: 19,184 shares; 2024Q2: 19,184 shares; 2024Q3: 19,324 shares; 2024Q4: 17,296 shares; 2025Q1: 17,296 shares; 2025Q2: 16,500 shares 16,500 $9.35M 1.2% -796 Timeline IXN 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: 95,910 shares; 2024Q3: 95,910 shares; 2024Q4: 95,369 shares; 2025Q1: 95,369 shares; 2025Q2: 95,380 shares 95,380 $8.81M 1.13% +11 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 116,430 shares; 2024Q3: 116,619 shares; 2024Q4: 112,781 shares; 2025Q1: 106,285 shares; 2025Q2: 109,816 shares 109,816 $8.51M 1.09% +3,531 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,813 shares; 2023Q4: 27,238 shares; 2024Q1: 139,517 shares; 2024Q2: 139,040 shares; 2024Q3: 137,004 shares; 2024Q4: 136,175 shares; 2025Q1: 117,611 shares; 2025Q2: 116,652 shares 116,652 $7.23M 0.93% -959 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: 25,226 shares; 2023Q4: 16,664 shares; 2024Q1: 12,369 shares; 2024Q2: 24,062 shares; 2024Q3: 26,499 shares; 2024Q4: 30,408 shares; 2025Q1: 30,814 shares; 2025Q2: 30,607 shares 30,607 $6.71M 0.86% -207 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; 2023Q3: 53,778 shares; 2023Q4: 49,702 shares; 2024Q1: 52,982 shares; 2024Q2: 122,047 shares; 2024Q3: 121,588 shares; 2024Q4: 118,789 shares; 2025Q1: 109,783 shares; 2025Q2: 99,259 shares 99,259 $4.91M 0.63% -10,524 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 114,081 shares; 2023Q4: 111,363 shares; 2024Q1: 108,969 shares; 2024Q2: 89,806 shares; 2024Q3: 90,929 shares; 2024Q4: 83,564 shares; 2025Q1: 74,588 shares; 2025Q2: 74,609 shares 74,609 $4.75M 0.61% +21 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: 3,164 shares; 2023Q4: 4,011 shares; 2024Q1: 3,300 shares; 2024Q2: 12,326 shares; 2024Q3: 12,943 shares; 2024Q4: 13,586 shares; 2025Q1: 15,416 shares; 2025Q2: 13,248 shares 13,248 $4.7M 0.6% -2,168 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: 5,639 shares; 2023Q4: 5,780 shares; 2024Q1: 6,048 shares; 2024Q2: 6,144 shares; 2024Q3: 7,226 shares; 2024Q4: 7,263 shares; 2025Q1: 7,100 shares; 2025Q2: 19,269 shares 19,269 $4.21M 0.54% +12,169 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: 6,315 shares; 2023Q4: 5,679 shares; 2024Q1: 5,737 shares; 2024Q2: 6,142 shares; 2024Q3: 6,158 shares; 2024Q4: 6,179 shares; 2025Q1: 6,438 shares; 2025Q2: 7,206 shares 7,206 $4.09M 0.52% +768 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,644 shares; 2024Q3: 21,679 shares; 2024Q4: 20,483 shares; 2025Q1: 19,999 shares; 2025Q2: 19,970 shares 19,970 $3.85M 0.49% -29 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 51,499 shares; 2024Q3: 61,287 shares; 2024Q4: 53,625 shares; 2025Q1: 51,287 shares; 2025Q2: 51,915 shares 51,915 $3.82M 0.49% +628 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 45,560 shares; 2024Q3: 44,635 shares; 2024Q4: 43,466 shares; 2025Q1: 41,866 shares; 2025Q2: 42,838 shares 42,838 $3.75M 0.48% +972 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: 6,274 shares; 2023Q4: 6,843 shares; 2024Q1: 7,134 shares; 2024Q2: 10,599 shares; 2024Q3: 7,138 shares; 2024Q4: 7,712 shares; 2025Q1: 6,910 shares; 2025Q2: 6,314 shares 6,314 $3.48M 0.45% -596 Timeline VCR 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: 9,786 shares; 2024Q3: 9,794 shares; 2024Q4: 9,495 shares; 2025Q1: 9,397 shares; 2025Q2: 9,406 shares 9,406 $3.41M 0.44% +9 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 40,907 shares; 2024Q3: 45,205 shares; 2024Q4: 41,463 shares; 2025Q1: 40,951 shares; 2025Q2: 41,037 shares 41,037 $3.4M 0.44% +86 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: 1,336 shares; 2023Q4: 2,162 shares; 2024Q1: 1,751 shares; 2024Q2: 2,776 shares; 2024Q3: 3,121 shares; 2024Q4: 3,104 shares; 2025Q1: 3,236 shares; 2025Q2: 3,268 shares 3,268 $3.24M 0.41% +32 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: 818 shares; 2023Q4: 1,954 shares; 2024Q1: 2,259 shares; 2024Q2: 2,215 shares; 2024Q3: 2,190 shares; 2024Q4: 2,188 shares; 2025Q1: 2,212 shares; 2025Q2: 5,192 shares 5,192 $3.21M 0.41% +2,980 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: 28,357 shares; 2023Q4: 28,306 shares; 2024Q1: 27,927 shares; 2024Q2: 27,903 shares; 2024Q3: 29,870 shares; 2024Q4: 29,425 shares; 2025Q1: 36,941 shares; 2025Q2: 8,680 shares 8,680 $2.76M 0.35% -28,261 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: 8,645 shares; 2023Q4: 8,645 shares; 2024Q1: 8,645 shares; 2024Q2: 30,174 shares; 2024Q3: 29,735 shares; 2024Q4: 28,937 shares; 2025Q1: 28,937 shares; 2025Q2: 28,478 shares 28,478 $2.55M 0.33% -459 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: 6,584 shares; 2023Q4: 7,649 shares; 2024Q1: 7,368 shares; 2024Q2: 7,706 shares; 2024Q3: 9,106 shares; 2024Q4: 9,344 shares; 2025Q1: 8,817 shares; 2025Q2: 8,672 shares 8,672 $2.51M 0.32% -145 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; 2023Q3: 5,110 shares; 2023Q4: 5,438 shares; 2024Q1: 5,524 shares; 2024Q2: 5,110 shares; 2024Q3: 5,116 shares; 2024Q4: 5,116 shares; 2025Q1: 5,110 shares; 2025Q2: 5,110 shares 5,110 $2.24M 0.29% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,600 shares; 2023Q4: 12,600 shares; 2024Q1: 12,600 shares; 2024Q2: 12,600 shares; 2024Q3: 12,607 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares 12,600 $2.18M 0.28% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 34,552 shares; 2024Q4: 35,524 shares; 2025Q1: 33,712 shares; 2025Q2: 34,877 shares 34,877 $2.13M 0.27% +1,165 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,208 shares; 2024Q3: 22,710 shares; 2024Q4: 22,994 shares; 2025Q1: 23,015 shares; 2025Q2: 23,056 shares 23,056 $2.11M 0.27% +41 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,674 shares; 2023Q4: 31,674 shares; 2024Q1: 31,674 shares; 2024Q2: 31,674 shares; 2024Q3: 36,877 shares; 2024Q4: 20,637 shares; 2025Q1: 15,434 shares; 2025Q2: 15,434 shares 15,434 $2.08M 0.27% 0 Timeline VNQ 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: 25,262 shares; 2023Q4: 21,750 shares; 2024Q1: 25,219 shares; 2024Q2: 24,777 shares; 2024Q3: 24,789 shares; 2024Q4: 24,285 shares; 2025Q1: 21,980 shares; 2025Q2: 23,031 shares 23,031 $2.05M 0.26% +1,051 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: 2,214 shares; 2023Q4: 1,671 shares; 2024Q1: 1,311 shares; 2024Q2: 1,242 shares; 2024Q3: 2,309 shares; 2024Q4: 2,304 shares; 2025Q1: 21,018 shares; 2025Q2: 10,972 shares 10,972 $2.04M 0.26% -10,046 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 52,577 shares; 2024Q3: 52,509 shares; 2024Q4: 47,524 shares; 2025Q1: 47,524 shares; 2025Q2: 46,931 shares 46,931 $1.73M 0.22% -593 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: 3,014 shares; 2023Q4: 2,968 shares; 2024Q1: 2,734 shares; 2024Q2: 2,973 shares; 2024Q3: 2,853 shares; 2024Q4: 2,903 shares; 2025Q1: 2,950 shares; 2025Q2: 2,740 shares 2,740 $1.7M 0.22% -210 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: 14,708 shares; 2023Q4: 13,436 shares; 2024Q1: 13,849 shares; 2024Q2: 12,857 shares; 2024Q3: 11,581 shares; 2024Q4: 11,585 shares; 2025Q1: 11,082 shares; 2025Q2: 6,471 shares 6,471 $1.6M 0.2% -4,611 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; 2023Q3: 607 shares; 2023Q4: 695 shares; 2024Q1: 650 shares; 2024Q2: 677 shares; 2024Q3: 1,054 shares; 2024Q4: 1,194 shares; 2025Q1: 2,199 shares; 2025Q2: 1,906 shares 1,906 $1.49M 0.19% -293 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,173 shares; 2023Q4: 4,187 shares; 2024Q1: 4,152 shares; 2024Q2: 4,173 shares; 2024Q3: 4,738 shares; 2024Q4: 4,783 shares; 2025Q1: 4,686 shares; 2025Q2: 4,818 shares 4,818 $1.48M 0.19% +132 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $1.39M 0.18% 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: not reported; 2023Q4: not reported; 2024Q1: 10,073 shares; 2024Q2: 10,097 shares; 2024Q3: 12,459 shares; 2024Q4: 11,534 shares; 2025Q1: 13,899 shares; 2025Q2: 12,882 shares 12,882 $1.39M 0.18% -1,017 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,357 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,758 shares; 2025Q1: 9,525 shares; 2025Q2: 9,784 shares 9,784 $1.39M 0.18% +259 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: not reported; 2023Q4: 207 shares; 2024Q1: 231 shares; 2024Q2: 257 shares; 2024Q3: 4,277 shares; 2024Q4: 4,924 shares; 2025Q1: 4,559 shares; 2025Q2: 4,982 shares 4,982 $1.37M 0.18% +423 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 17,779 shares; 2025Q2: 20,478 shares 20,478 $1.18M 0.15% +2,699 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: 3,641 shares; 2023Q4: 3,635 shares; 2024Q1: 3,508 shares; 2024Q2: 3,526 shares; 2024Q3: 3,730 shares; 2024Q4: 3,802 shares; 2025Q1: 3,770 shares; 2025Q2: 3,772 shares 3,772 $1.16M 0.15% +2 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: 7,303 shares; 2023Q4: 7,357 shares; 2024Q1: 6,317 shares; 2024Q2: 5,622 shares; 2024Q3: 6,678 shares; 2024Q4: 6,351 shares; 2025Q1: 6,500 shares; 2025Q2: 6,656 shares 6,656 $1.02M 0.13% +156 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: 3,384 shares; 2023Q4: 4,514 shares; 2024Q1: 4,118 shares; 2024Q2: 6,495 shares; 2024Q3: 4,403 shares; 2024Q4: 4,664 shares; 2025Q1: 4,518 shares; 2025Q2: 3,607 shares 3,607 $984K 0.13% -911 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,162 shares; 2024Q3: 17,162 shares; 2024Q4: 17,162 shares; 2025Q1: 17,162 shares; 2025Q2: 19,869 shares 19,869 $983K 0.13% +2,707 Timeline MUB 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: 8,886 shares; 2024Q3: 8,943 shares; 2024Q4: 9,022 shares; 2025Q1: 9,466 shares; 2025Q2: 9,127 shares 9,127 $954K 0.12% -339 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: 2,293 shares; 2023Q4: 2,420 shares; 2024Q1: 1,276 shares; 2024Q2: 1,302 shares; 2024Q3: 1,507 shares; 2024Q4: 1,517 shares; 2025Q1: 2,489 shares; 2025Q2: 2,456 shares 2,456 $953K 0.12% -33 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,093 shares; 2024Q3: 15,089 shares; 2024Q4: 16,363 shares; 2025Q1: 15,487 shares; 2025Q2: 15,857 shares 15,857 $930K 0.12% +370 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,296 shares; 2024Q3: 15,450 shares; 2024Q4: 17,140 shares; 2025Q1: 15,394 shares; 2025Q2: 15,546 shares 15,546 $914K 0.12% +152 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: 1,608 shares; 2023Q4: 1,608 shares; 2024Q1: 2,489 shares; 2024Q2: 2,489 shares; 2024Q3: 2,197 shares; 2024Q4: 2,197 shares; 2025Q1: 2,197 shares; 2025Q2: 2,152 shares 2,152 $914K 0.12% -45 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; 2023Q3: 2,194 shares; 2023Q4: 3,229 shares; 2024Q1: 3,391 shares; 2024Q2: 3,792 shares; 2024Q3: 3,940 shares; 2024Q4: 3,792 shares; 2025Q1: 3,880 shares; 2025Q2: 3,799 shares 3,799 $900K 0.12% -81 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,630 shares; 2024Q3: 8,260 shares; 2024Q4: 8,260 shares; 2025Q1: 7,907 shares; 2025Q2: 8,626 shares 8,626 $843K 0.11% +719 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,025 shares; 2024Q3: 11,097 shares; 2024Q4: 9,971 shares; 2025Q1: 10,027 shares; 2025Q2: 10,051 shares 10,051 $826K 0.11% +24 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; 2023Q3: 3,878 shares; 2023Q4: 4,241 shares; 2024Q1: 3,802 shares; 2024Q2: 3,812 shares; 2024Q3: 4,016 shares; 2024Q4: 3,983 shares; 2025Q1: 3,861 shares; 2025Q2: 4,117 shares 4,117 $813K 0.1% +256 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,735 shares; 2024Q3: 2,953 shares; 2024Q4: 2,753 shares; 2025Q1: 2,905 shares; 2025Q2: 2,899 shares 2,899 $809K 0.1% -6 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; 2023Q3: not reported; 2023Q4: 1,722 shares; 2024Q1: 1,874 shares; 2024Q2: 3,941 shares; 2024Q3: 3,941 shares; 2024Q4: 3,941 shares; 2025Q1: 3,958 shares; 2025Q2: 3,941 shares 3,941 $807K 0.1% -17 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,192 shares; 2023Q4: 8,127 shares; 2024Q1: 8,063 shares; 2024Q2: 7,929 shares; 2024Q3: 7,917 shares; 2024Q4: 7,876 shares; 2025Q1: 8,313 shares; 2025Q2: 8,495 shares 8,495 $775K 0.1% +182 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: 3,777 shares; 2023Q4: 3,866 shares; 2024Q1: 3,015 shares; 2024Q2: 3,249 shares; 2024Q3: 3,852 shares; 2024Q4: 3,196 shares; 2025Q1: 5,446 shares; 2025Q2: 5,357 shares 5,357 $767K 0.1% -89 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: 10,569 shares; 2023Q4: 12,370 shares; 2024Q1: 9,439 shares; 2024Q2: 10,915 shares; 2024Q3: 12,703 shares; 2024Q4: 11,210 shares; 2025Q1: 11,112 shares; 2025Q2: 10,973 shares 10,973 $761K 0.1% -139 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; 2023Q3: 4,851 shares; 2023Q4: 4,935 shares; 2024Q1: 4,906 shares; 2024Q2: 4,934 shares; 2024Q3: 4,972 shares; 2024Q4: 5,085 shares; 2025Q1: 5,164 shares; 2025Q2: 5,001 shares 5,001 $667K 0.09% -163 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,088 shares; 2023Q4: 3,385 shares; 2024Q1: 3,083 shares; 2024Q2: 3,091 shares; 2024Q3: 3,142 shares; 2024Q4: 3,155 shares; 2025Q1: 3,142 shares; 2025Q2: 3,165 shares 3,165 $663K 0.08% +23 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,509 shares; 2023Q4: 5,520 shares; 2024Q1: 5,601 shares; 2024Q2: 5,630 shares; 2024Q3: 5,877 shares; 2024Q4: 6,140 shares; 2025Q1: 5,934 shares; 2025Q2: 6,181 shares 6,181 $653K 0.08% +247 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,289 shares; 2023Q4: 5,289 shares; 2024Q1: 5,289 shares; 2024Q2: 7,701 shares; 2024Q3: 7,701 shares; 2024Q4: 24,473 shares; 2025Q1: 25,755 shares; 2025Q2: 25,763 shares 25,763 $614K 0.08% +8 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,705 shares; 2023Q4: 3,705 shares; 2024Q1: 3,705 shares; 2024Q2: 3,780 shares; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 3,142 shares 3,142 $610K 0.08% 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: 2,377 shares; 2023Q4: 2,380 shares; 2024Q1: 2,118 shares; 2024Q2: 2,108 shares; 2024Q3: 2,248 shares; 2024Q4: 2,265 shares; 2025Q1: 1,537 shares; 2025Q2: 1,477 shares 1,477 $599K 0.08% -60 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: 583 shares; 2024Q2: 1,133 shares; 2024Q3: 1,161 shares; 2024Q4: 1,054 shares; 2025Q1: 1,053 shares; 2025Q2: 1,064 shares 1,064 $578K 0.07% +11 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,041 shares; 2023Q4: 16,137 shares; 2024Q1: 16,163 shares; 2024Q2: 16,372 shares; 2024Q3: 16,442 shares; 2024Q4: 16,571 shares; 2025Q1: 16,571 shares; 2025Q2: 16,571 shares 16,571 $573K 0.07% 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; 2023Q3: 7,014 shares; 2023Q4: 7,368 shares; 2024Q1: 4,155 shares; 2024Q2: 3,973 shares; 2024Q3: 6,572 shares; 2024Q4: 5,401 shares; 2025Q1: 7,890 shares; 2025Q2: 7,905 shares 7,905 $559K 0.07% +15 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: 2,149 shares; 2023Q4: 1,397 shares; 2024Q1: 1,074 shares; 2024Q2: 942 shares; 2024Q3: 1,425 shares; 2024Q4: 1,447 shares; 2025Q1: 1,385 shares; 2025Q2: 1,503 shares 1,503 $551K 0.07% +118 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: 2,715 shares; 2023Q4: 2,824 shares; 2024Q1: 2,822 shares; 2024Q2: 2,815 shares; 2024Q3: 3,039 shares; 2024Q4: 3,146 shares; 2025Q1: 2,131 shares; 2025Q2: 1,870 shares 1,870 $547K 0.07% -261 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,786 shares; 2023Q4: 6,710 shares; 2024Q1: 14,565 shares; 2024Q2: 7,135 shares; 2024Q3: 7,281 shares; 2024Q4: 21,842 shares; 2025Q1: 22,465 shares; 2025Q2: 20,567 shares 20,567 $545K 0.07% -1,898 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT 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: not reported; 2025Q2: 18,359 shares 18,359 $536K 0.07% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,795 shares; 2024Q2: 1,773 shares; 2024Q3: 1,820 shares; 2024Q4: 2,187 shares; 2025Q1: 2,340 shares; 2025Q2: 2,315 shares 2,315 $524K 0.07% -25 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,255 shares; 2023Q4: 4,255 shares; 2024Q1: 5,432 shares; 2024Q2: 4,872 shares; 2024Q3: 4,779 shares; 2024Q4: 4,779 shares; 2025Q1: 4,779 shares; 2025Q2: 4,779 shares 4,779 $522K 0.07% 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,461 shares 1,461 $512K 0.07% +74 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,375 shares; 2024Q2: 1,375 shares; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,137 shares 1,137 $501K 0.06% -238 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 210 shares; 2023Q4: 210 shares; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 210 shares; 2024Q4: 238 shares; 2025Q1: 189 shares; 2025Q2: 189 shares 189 $494K 0.06% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,431 shares; 2025Q2: 34,870 shares 34,870 $479K 0.06% +439 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,100 shares 25,100 $479K 0.06% new 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: 2,153 shares; 2023Q4: 2,153 shares; 2024Q1: 2,032 shares; 2024Q2: not reported; 2024Q3: 2,600 shares; 2024Q4: 3,170 shares; 2025Q1: 3,221 shares; 2025Q2: 3,474 shares 3,474 $472K 0.06% +253 Timeline IWR 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: 3,866 shares; 2024Q1: 5,118 shares; 2024Q2: 5,184 shares; 2024Q3: 5,118 shares; 2024Q4: 5,118 shares; 2025Q1: 5,118 shares; 2025Q2: 5,118 shares 5,118 $471K 0.06% 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: 12,935 shares; 2023Q4: 12,949 shares; 2024Q1: 12,930 shares; 2024Q2: 6,441 shares; 2024Q3: 6,568 shares; 2024Q4: 6,569 shares; 2025Q1: 3,704 shares; 2025Q2: 3,541 shares 3,541 $469K 0.06% -163 Timeline QQQM 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,016 shares 2,016 $458K 0.06% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,338 shares; 2023Q4: 7,338 shares; 2024Q1: 7,353 shares; 2024Q2: 7,351 shares; 2024Q3: 7,932 shares; 2024Q4: 7,932 shares; 2025Q1: 7,362 shares; 2025Q2: 7,362 shares 7,362 $455K 0.06% 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: 3,097 shares; 2023Q4: 3,145 shares; 2024Q1: 3,075 shares; 2024Q2: 3,148 shares; 2024Q3: 3,554 shares; 2024Q4: 3,484 shares; 2025Q1: 3,824 shares; 2025Q2: 3,556 shares 3,556 $438K 0.06% -268 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,513 shares; 2024Q3: 4,567 shares; 2024Q4: 4,567 shares; 2025Q1: 4,520 shares; 2025Q2: 4,545 shares 4,545 $437K 0.06% +25 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,608 shares; 2025Q1: 4,674 shares; 2025Q2: 4,399 shares 4,399 $428K 0.05% -275 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 758 shares; 2023Q4: 762 shares; 2024Q1: 752 shares; 2024Q2: 757 shares; 2024Q3: 809 shares; 2024Q4: 817 shares; 2025Q1: 809 shares; 2025Q2: 802 shares 802 $421K 0.05% -7 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,347 shares 8,347 $409K 0.05% new 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: 6,564 shares; 2023Q4: 6,018 shares; 2024Q1: 1,798 shares; 2024Q2: 1,091 shares; 2024Q3: 1,234 shares; 2024Q4: 1,434 shares; 2025Q1: 1,544 shares; 2025Q2: 1,856 shares 1,856 $401K 0.05% +312 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,560 shares; 2024Q3: 3,560 shares; 2024Q4: 3,560 shares; 2025Q1: 3,560 shares; 2025Q2: 3,560 shares 3,560 $391K 0.05% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,451 shares; 2023Q4: 4,039 shares; 2024Q1: 4,249 shares; 2024Q2: 4,499 shares; 2024Q3: 6,878 shares; 2024Q4: 19,808 shares; 2025Q1: 19,735 shares; 2025Q2: 15,864 shares 15,864 $388K 0.05% -3,871 Timeline EFV 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: 11,389 shares; 2024Q1: 6,057 shares; 2024Q2: 6,075 shares; 2024Q3: 6,073 shares; 2024Q4: 6,057 shares; 2025Q1: 6,057 shares; 2025Q2: 6,057 shares 6,057 $384K 0.05% 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: 5,403 shares; 2023Q4: 5,425 shares; 2024Q1: 4,164 shares; 2024Q2: 4,092 shares; 2024Q3: 4,987 shares; 2024Q4: 4,856 shares; 2025Q1: 5,716 shares; 2025Q2: 2,410 shares 2,410 $384K 0.05% -3,306 Timeline IQLT 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: 16,399 shares; 2024Q1: 12,277 shares; 2024Q2: 12,277 shares; 2024Q3: 12,277 shares; 2024Q4: 12,277 shares; 2025Q1: 12,277 shares; 2025Q2: 8,878 shares 8,878 $384K 0.05% -3,399 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC 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: not reported; 2025Q2: 17,356 shares 17,356 $384K 0.05% new 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: 1,502 shares; 2023Q4: 1,795 shares; 2024Q1: 1,247 shares; 2024Q2: 1,258 shares; 2024Q3: 1,596 shares; 2024Q4: 1,647 shares; 2025Q1: 1,512 shares; 2025Q2: 1,218 shares 1,218 $380K 0.05% -294 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,392 shares; 2024Q4: 9,048 shares; 2025Q1: 8,675 shares; 2025Q2: 7,994 shares 7,994 $378K 0.05% -681 Timeline TBF 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: not reported; 2024Q1: not reported; 2024Q2: 15,037 shares; 2024Q3: 15,172 shares; 2024Q4: 15,310 shares; 2025Q1: 15,310 shares; 2025Q2: 15,408 shares 15,408 $372K 0.05% +98 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: not reported; 2024Q2: not reported; 2024Q3: 544 shares; 2024Q4: 689 shares; 2025Q1: 1,053 shares; 2025Q2: 641 shares 641 $360K 0.05% -412 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,750 shares; 2023Q4: 9,750 shares; 2024Q1: 9,750 shares; 2024Q2: 9,750 shares; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 11,346 shares; 2025Q2: 10,010 shares 10,010 $359K 0.05% -1,336 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: 3,872 shares; 2023Q4: 6,844 shares; 2024Q1: 3,880 shares; 2024Q2: 3,883 shares; 2024Q3: 4,017 shares; 2024Q4: 4,024 shares; 2025Q1: 3,450 shares; 2025Q2: 5,249 shares 5,249 $353K 0.05% +1,799 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; 2023Q3: 1,179 shares; 2023Q4: 1,179 shares; 2024Q1: 1,507 shares; 2024Q2: 1,179 shares; 2024Q3: 1,633 shares; 2024Q4: 1,179 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares 1,243 $348K 0.04% 0 Timeline INTU INTUIT More: the full row for INTUIT 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: 435 shares 435 $343K 0.04% new 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: 1,252 shares; 2024Q3: 1,759 shares; 2024Q4: 1,601 shares; 2025Q1: 1,592 shares; 2025Q2: 1,159 shares 1,159 $342K 0.04% -433 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 271 shares; 2024Q4: 320 shares; 2025Q1: 327 shares; 2025Q2: 327 shares 327 $340K 0.04% 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: 7,411 shares; 2023Q4: 7,423 shares; 2024Q1: not reported; 2024Q2: 10,129 shares; 2024Q3: 11,904 shares; 2024Q4: 13,374 shares; 2025Q1: 10,562 shares; 2025Q2: 13,939 shares 13,939 $338K 0.04% +3,377 Timeline VOX 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: 3,328 shares; 2024Q3: 3,336 shares; 2024Q4: 2,677 shares; 2025Q1: 1,910 shares; 2025Q2: 1,914 shares 1,914 $327K 0.04% +4 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,267 shares 1,267 $324K 0.04% -11 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,500 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 $317K 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: 12,804 shares; 2023Q4: 14,927 shares; 2024Q1: 15,364 shares; 2024Q2: 19,016 shares; 2024Q3: 15,441 shares; 2024Q4: 14,268 shares; 2025Q1: 13,491 shares; 2025Q2: 14,034 shares 14,034 $314K 0.04% +543 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 228 shares; 2025Q1: not reported; 2025Q2: 234 shares 234 $313K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE 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: 1,205 shares; 2025Q2: 1,194 shares 1,194 $307K 0.04% -11 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX 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: not reported; 2024Q3: 37,262 shares; 2024Q4: 37,262 shares; 2025Q1: 37,262 shares; 2025Q2: 61,319 shares 61,319 $305K 0.04% +24,057 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 292 shares; 2025Q1: 288 shares; 2025Q2: 291 shares 291 $305K 0.04% +3 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: 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 $305K 0.04% 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: not reported; 2023Q4: 1,908 shares; 2024Q1: 1,329 shares; 2024Q2: 1,380 shares; 2024Q3: 1,778 shares; 2024Q4: 1,886 shares; 2025Q1: 1,969 shares; 2025Q2: 1,894 shares 1,894 $302K 0.04% -75 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,593 shares; 2024Q1: 4,751 shares; 2024Q2: 4,775 shares; 2024Q3: 4,464 shares; 2024Q4: 8,162 shares; 2025Q1: not reported; 2025Q2: 11,669 shares 11,669 $295K 0.04% new 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: 7,000 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,555 shares; 2025Q1: 2,563 shares; 2025Q2: 2,539 shares 2,539 $293K 0.04% -24 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: 1,750 shares; 2023Q4: 1,750 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares 1,750 $276K 0.04% 0 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,001 shares 2,001 $273K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,808 shares; 2023Q4: 8,808 shares; 2024Q1: 8,689 shares; 2024Q2: 8,689 shares; 2024Q3: 8,689 shares; 2024Q4: 5,799 shares; 2025Q1: 5,799 shares; 2025Q2: 5,472 shares 5,472 $264K 0.03% -327 Timeline VAW 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: 1,320 shares; 2024Q3: 1,325 shares; 2024Q4: 1,336 shares; 2025Q1: 1,341 shares; 2025Q2: 1,346 shares 1,346 $262K 0.03% +5 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: not reported; 2024Q3: 4,692 shares; 2024Q4: 5,206 shares; 2025Q1: 5,521 shares; 2025Q2: 6,050 shares 6,050 $262K 0.03% +529 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: 603 shares; 2024Q3: 622 shares; 2024Q4: 623 shares; 2025Q1: 605 shares; 2025Q2: 635 shares 635 $259K 0.03% +30 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION 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: 590 shares; 2024Q4: 668 shares; 2025Q1: 600 shares; 2025Q2: 647 shares 647 $256K 0.03% +47 Timeline SGOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,490 shares 2,490 $251K 0.03% new Timeline IEUR 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: 3,676 shares; 2024Q3: 3,676 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares 3,725 $247K 0.03% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 455 shares; 2024Q4: 460 shares; 2025Q1: 443 shares; 2025Q2: 458 shares 458 $244K 0.03% +15 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,216 shares; 2024Q2: 1,219 shares; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,234 shares; 2025Q2: 1,331 shares 1,331 $244K 0.03% +97 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,174 shares; 2023Q4: 6,131 shares; 2024Q1: 2,751 shares; 2024Q2: 2,819 shares; 2024Q3: 3,076 shares; 2024Q4: 2,893 shares; 2025Q1: 3,071 shares; 2025Q2: 1,079 shares 1,079 $241K 0.03% -1,992 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,517 shares; 2024Q3: not reported; 2024Q4: 3,552 shares; 2025Q1: 3,289 shares; 2025Q2: 2,993 shares 2,993 $240K 0.03% -296 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 2,314 shares; 2025Q1: 2,119 shares; 2025Q2: 2,212 shares 2,212 $238K 0.03% +93 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,714 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: 1,902 shares 1,902 $236K 0.03% new Timeline OKLO OKLO INC More: the full row for OKLO 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: 4,158 shares 4,158 $233K 0.03% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 450 shares; 2024Q4: 437 shares; 2025Q1: 488 shares; 2025Q2: 431 shares 431 $221K 0.03% -57 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; 2023Q3: not reported; 2023Q4: 2,193 shares; 2024Q1: 1,634 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares 1,224 $216K 0.03% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares 269 $216K 0.03% new 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: 2,592 shares; 2023Q4: 4,573 shares; 2024Q1: 4,337 shares; 2024Q2: 4,356 shares; 2024Q3: 4,596 shares; 2024Q4: 4,819 shares; 2025Q1: 4,038 shares; 2025Q2: 2,648 shares 2,648 $210K 0.03% -1,390 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares 2,282 $208K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO 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: 2,261 shares 2,261 $208K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 668 shares; 2023Q4: 732 shares; 2024Q1: 672 shares; 2024Q2: 633 shares; 2024Q3: 743 shares; 2024Q4: 730 shares; 2025Q1: 713 shares; 2025Q2: 406 shares 406 $206K 0.03% -307 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: not reported; 2024Q3: 6,275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,278 shares 6,278 $205K 0.03% new Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,500 shares; 2024Q2: 11,500 shares; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares 11,500 $104K 0.01% 0 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES 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: 10,109 shares; 2025Q2: 10,058 shares 10,058 $23.2K <0.01% -51 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 54,534 shares; 2023Q4: 59,924 shares; 2024Q1: 12,992 shares; 2024Q2: 13,128 shares; 2024Q3: 13,265 shares; 2024Q4: 12,992 shares; 2025Q1: 12,992 shares; 2025Q2: 13,182 shares 13,182 $16K <0.01% +190 Timeline