IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 504,175 shares; 2024Q3: 518,121 shares; 2024Q4: 513,822 shares; 2025Q1: 521,033 shares; 2025Q2: 524,408 shares; 2025Q3: 507,359 shares; 2025Q4: 492,966 shares; 2026Q1: 485,265 shares 485,265 $317M 24.58% -7,701 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,415,964 shares; 2024Q3: 1,505,372 shares; 2024Q4: 1,623,500 shares; 2025Q1: 1,667,009 shares; 2025Q2: 1,706,856 shares; 2025Q3: 1,808,043 shares; 2025Q4: 1,849,735 shares; 2026Q1: 1,896,989 shares 1,896,989 $188M 14.6% +47,254 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; 2024Q2: 981,649 shares; 2024Q3: 1,080,264 shares; 2024Q4: 1,168,046 shares; 2025Q1: 1,288,421 shares; 2025Q2: 1,393,877 shares; 2025Q3: 1,564,991 shares; 2025Q4: 1,663,503 shares; 2026Q1: 1,676,714 shares 1,676,714 $129M 10.03% +13,211 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 606,225 shares; 2024Q3: 861,538 shares; 2024Q4: 1,061,333 shares; 2025Q1: 1,180,960 shares; 2025Q2: 1,284,697 shares; 2025Q3: 1,427,742 shares; 2025Q4: 1,527,956 shares; 2026Q1: 1,599,851 shares 1,599,851 $85.1M 6.6% +71,895 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; 2024Q2: 353,026 shares; 2024Q3: 367,213 shares; 2024Q4: 355,986 shares; 2025Q1: 368,806 shares; 2025Q2: 374,574 shares; 2025Q3: 362,121 shares; 2025Q4: 358,062 shares; 2026Q1: 351,937 shares 351,937 $72.4M 5.62% -6,125 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; 2024Q2: 631,291 shares; 2024Q3: 685,519 shares; 2024Q4: 768,667 shares; 2025Q1: 832,332 shares; 2025Q2: 880,583 shares; 2025Q3: 957,125 shares; 2025Q4: 782,173 shares; 2026Q1: 705,781 shares 705,781 $55.3M 4.29% -76,392 Timeline VUSB 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,012 shares; 2025Q4: 578,483 shares; 2026Q1: 872,856 shares 872,856 $43.5M 3.37% +294,373 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; 2024Q2: 653,288 shares; 2024Q3: 640,551 shares; 2024Q4: 615,902 shares; 2025Q1: 583,653 shares; 2025Q2: 547,596 shares; 2025Q3: 537,169 shares; 2025Q4: 513,222 shares; 2026Q1: 474,940 shares 474,940 $35.7M 2.77% -38,282 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 509,185 shares; 2024Q3: 511,123 shares; 2024Q4: 497,441 shares; 2025Q1: 478,972 shares; 2025Q2: 446,500 shares; 2025Q3: 436,414 shares; 2025Q4: 414,803 shares; 2026Q1: 390,861 shares 390,861 $33.9M 2.63% -23,942 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; 2024Q2: 52,725 shares; 2024Q3: 57,522 shares; 2024Q4: 56,136 shares; 2025Q1: 52,408 shares; 2025Q2: 50,360 shares; 2025Q3: 48,462 shares; 2025Q4: 47,931 shares; 2026Q1: 46,793 shares 46,793 $28M 2.17% -1,138 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 77,966 shares; 2024Q3: 81,105 shares; 2024Q4: 79,499 shares; 2025Q1: 76,690 shares; 2025Q2: 76,406 shares; 2025Q3: 77,651 shares; 2025Q4: 78,467 shares; 2026Q1: 76,872 shares 76,872 $19.5M 1.51% -1,595 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 254,230 shares; 2024Q3: 265,070 shares; 2024Q4: 259,282 shares; 2025Q1: 254,590 shares; 2025Q2: 253,505 shares; 2025Q3: 262,197 shares; 2025Q4: 242,991 shares; 2026Q1: 232,317 shares 232,317 $12.2M 0.95% -10,674 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 136,765 shares; 2024Q3: 142,433 shares; 2024Q4: 143,993 shares; 2025Q1: 141,453 shares; 2025Q2: 148,797 shares; 2025Q3: 154,862 shares; 2025Q4: 157,179 shares; 2026Q1: 157,138 shares 157,138 $11.3M 0.87% -41 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 86,159 shares; 2024Q3: 86,860 shares; 2024Q4: 86,941 shares; 2025Q1: 86,164 shares; 2025Q2: 82,033 shares; 2025Q3: 81,489 shares; 2025Q4: 80,900 shares; 2026Q1: 79,937 shares 79,937 $11.1M 0.86% -963 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 77,915 shares; 2024Q3: 78,552 shares; 2024Q4: 75,462 shares; 2025Q1: 76,390 shares; 2025Q2: 75,706 shares; 2025Q3: 73,925 shares; 2025Q4: 71,996 shares; 2026Q1: 76,374 shares 76,374 $10.1M 0.78% +4,378 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 73,405 shares; 2024Q3: 79,647 shares; 2024Q4: 80,374 shares; 2025Q1: 84,443 shares; 2025Q2: 88,656 shares; 2025Q3: 88,160 shares; 2025Q4: 89,915 shares; 2026Q1: 93,569 shares 93,569 $9.57M 0.74% +3,654 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 153,432 shares; 2024Q3: 153,116 shares; 2024Q4: 151,008 shares; 2025Q1: 148,181 shares; 2025Q2: 140,531 shares; 2025Q3: 138,160 shares; 2025Q4: 135,051 shares; 2026Q1: 130,501 shares 130,501 $8.94M 0.69% -4,550 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 74,251 shares; 2024Q3: 73,448 shares; 2024Q4: 71,925 shares; 2025Q1: 72,619 shares; 2025Q2: 72,578 shares; 2025Q3: 69,858 shares; 2025Q4: 67,459 shares; 2026Q1: 66,443 shares 66,443 $7.52M 0.58% -1,016 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; 2024Q2: 141,273 shares; 2024Q3: 134,473 shares; 2024Q4: 131,693 shares; 2025Q1: 133,318 shares; 2025Q2: 126,464 shares; 2025Q3: 126,885 shares; 2025Q4: 108,579 shares; 2026Q1: 97,370 shares 97,370 $7.17M 0.56% -11,209 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 263,533 shares; 2024Q3: 257,270 shares; 2024Q4: 256,355 shares; 2025Q1: 246,360 shares; 2025Q2: 242,692 shares; 2025Q3: 242,339 shares; 2025Q4: 270,347 shares; 2026Q1: 271,726 shares 271,726 $6.04M 0.47% +1,379 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 55,620 shares; 2024Q3: 55,065 shares; 2024Q4: 54,857 shares; 2025Q1: 53,481 shares; 2025Q2: 54,393 shares; 2025Q3: 55,257 shares; 2025Q4: 52,977 shares; 2026Q1: 52,582 shares 52,582 $5.9M 0.46% -395 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; 2024Q2: 9,438 shares; 2024Q3: 11,628 shares; 2024Q4: 11,886 shares; 2025Q1: 13,224 shares; 2025Q2: 13,445 shares; 2025Q3: 14,198 shares; 2025Q4: 24,166 shares; 2026Q1: 37,278 shares 37,278 $5.52M 0.43% +13,112 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,799 shares; 2024Q3: 26,175 shares; 2024Q4: 25,496 shares; 2025Q1: 27,744 shares; 2025Q2: 27,067 shares; 2025Q3: 25,450 shares; 2025Q4: 25,706 shares; 2026Q1: 23,916 shares 23,916 $5.05M 0.39% -1,790 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; 2024Q2: 19,423 shares; 2024Q3: 20,782 shares; 2024Q4: 21,842 shares; 2025Q1: 23,310 shares; 2025Q2: 23,686 shares; 2025Q3: 24,396 shares; 2025Q4: 24,776 shares; 2026Q1: 25,540 shares 25,540 $5.01M 0.39% +764 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; 2024Q2: 17,660 shares; 2024Q3: 16,413 shares; 2024Q4: 16,415 shares; 2025Q1: 16,426 shares; 2025Q2: 16,426 shares; 2025Q3: 15,447 shares; 2025Q4: 15,452 shares; 2026Q1: 15,447 shares 15,447 $4.91M 0.38% -5 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; 2024Q2: 7,399 shares; 2024Q3: 8,212 shares; 2024Q4: 7,587 shares; 2025Q1: 7,001 shares; 2025Q2: 6,890 shares; 2025Q3: 6,819 shares; 2025Q4: 6,548 shares; 2026Q1: 6,853 shares 6,853 $4.46M 0.35% +305 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; 2024Q2: 8,838 shares; 2024Q3: 9,510 shares; 2024Q4: 9,755 shares; 2025Q1: 10,178 shares; 2025Q2: 10,171 shares; 2025Q3: 9,736 shares; 2025Q4: 9,094 shares; 2026Q1: 9,617 shares 9,617 $4.2M 0.33% +523 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 38,441 shares; 2024Q3: 40,551 shares; 2024Q4: 40,990 shares; 2025Q1: 41,831 shares; 2025Q2: 39,979 shares; 2025Q3: 40,164 shares; 2025Q4: 40,211 shares; 2026Q1: 40,770 shares 40,770 $4.08M 0.32% +559 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; 2024Q2: 14,085 shares; 2024Q3: 13,430 shares; 2024Q4: 13,148 shares; 2025Q1: 12,967 shares; 2025Q2: 12,537 shares; 2025Q3: 12,310 shares; 2025Q4: 12,392 shares; 2026Q1: 12,619 shares 12,619 $4.05M 0.31% +227 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,338 shares; 2024Q3: 9,622 shares; 2024Q4: 9,826 shares; 2025Q1: 10,200 shares; 2025Q2: 10,639 shares; 2025Q3: 10,117 shares; 2025Q4: 10,067 shares; 2026Q1: 10,307 shares 10,307 $3.82M 0.3% +240 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; 2024Q2: 18,481 shares; 2024Q3: 18,713 shares; 2024Q4: 18,430 shares; 2025Q1: 18,342 shares; 2025Q2: 17,832 shares; 2025Q3: 17,757 shares; 2025Q4: 17,585 shares; 2026Q1: 17,724 shares 17,724 $3.81M 0.3% +139 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; 2024Q2: 50,379 shares; 2024Q3: 53,545 shares; 2024Q4: 55,150 shares; 2025Q1: 54,809 shares; 2025Q2: 54,416 shares; 2025Q3: 58,561 shares; 2025Q4: 60,103 shares; 2026Q1: 55,154 shares 55,154 $3.53M 0.27% -4,949 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 107,737 shares; 2024Q3: 120,770 shares; 2024Q4: 123,466 shares; 2025Q1: 129,665 shares; 2025Q2: 133,360 shares; 2025Q3: 141,665 shares; 2025Q4: 144,404 shares; 2026Q1: 138,119 shares 138,119 $3.46M 0.27% -6,285 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 39,778 shares; 2024Q3: 51,779 shares; 2024Q4: 65,739 shares; 2025Q1: 67,234 shares; 2025Q2: 67,617 shares; 2025Q3: 71,376 shares; 2025Q4: 74,566 shares; 2026Q1: 69,821 shares 69,821 $3.32M 0.26% -4,745 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,243 shares; 2024Q3: 11,177 shares; 2024Q4: 12,930 shares; 2025Q1: 12,698 shares; 2025Q2: 12,880 shares; 2025Q3: 12,427 shares; 2025Q4: 13,774 shares; 2026Q1: 12,806 shares 12,806 $3.13M 0.24% -968 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; 2024Q2: 7,735 shares; 2024Q3: 8,797 shares; 2024Q4: 8,821 shares; 2025Q1: 8,746 shares; 2025Q2: 9,056 shares; 2025Q3: 9,276 shares; 2025Q4: 9,987 shares; 2026Q1: 9,293 shares 9,293 $2.73M 0.21% -694 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; 2024Q2: 46,219 shares; 2024Q3: 45,570 shares; 2024Q4: 44,889 shares; 2025Q1: 38,563 shares; 2025Q2: 35,776 shares; 2025Q3: 34,938 shares; 2025Q4: 33,828 shares; 2026Q1: 32,259 shares 32,259 $2.66M 0.21% -1,569 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 69,566 shares; 2024Q3: 66,513 shares; 2024Q4: 61,687 shares; 2025Q1: 59,677 shares; 2025Q2: 58,031 shares; 2025Q3: 54,071 shares; 2025Q4: 48,863 shares; 2026Q1: 48,284 shares 48,284 $2.58M 0.2% -579 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 14,217 shares; 2024Q4: 15,993 shares; 2025Q1: 16,098 shares; 2025Q2: 16,034 shares; 2025Q3: 16,086 shares; 2025Q4: 15,824 shares; 2026Q1: 15,468 shares 15,468 $2.55M 0.2% -356 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 59,890 shares; 2024Q3: 59,953 shares; 2024Q4: 57,105 shares; 2025Q1: 58,280 shares; 2025Q2: 60,528 shares; 2025Q3: 58,090 shares; 2025Q4: 57,150 shares; 2026Q1: 52,932 shares 52,932 $2.49M 0.19% -4,218 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; 2024Q2: 5,358 shares; 2024Q3: 6,361 shares; 2024Q4: 7,093 shares; 2025Q1: 7,360 shares; 2025Q2: 7,723 shares; 2025Q3: 7,833 shares; 2025Q4: 7,900 shares; 2026Q1: 11,097 shares 11,097 $2.31M 0.18% +3,197 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,966 shares; 2024Q3: 16,634 shares; 2024Q4: 14,656 shares; 2025Q1: 16,087 shares; 2025Q2: 17,543 shares; 2025Q3: 18,911 shares; 2025Q4: 21,960 shares; 2026Q1: 25,449 shares 25,449 $2.3M 0.18% +3,489 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 28,979 shares; 2024Q3: 29,002 shares; 2024Q4: 28,387 shares; 2025Q1: 26,088 shares; 2025Q2: 25,596 shares; 2025Q3: 25,523 shares; 2025Q4: 24,973 shares; 2026Q1: 23,875 shares 23,875 $2.28M 0.18% -1,098 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,233 shares; 2024Q3: 15,778 shares; 2024Q4: 13,338 shares; 2025Q1: 12,727 shares; 2025Q2: 12,461 shares; 2025Q3: 12,327 shares; 2025Q4: 12,301 shares; 2026Q1: 12,332 shares 12,332 $2.28M 0.18% +31 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,523 shares; 2025Q2: 15,292 shares; 2025Q3: 24,351 shares; 2025Q4: 35,313 shares; 2026Q1: 48,472 shares 48,472 $2.11M 0.16% +13,159 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,160 shares; 2025Q4: 10,609 shares; 2026Q1: 10,114 shares 10,114 $2.1M 0.16% -495 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 105,203 shares; 2024Q3: 102,503 shares; 2024Q4: 98,031 shares; 2025Q1: 90,061 shares; 2025Q2: 82,446 shares; 2025Q3: 82,270 shares; 2025Q4: 57,883 shares; 2026Q1: 39,852 shares 39,852 $2.01M 0.16% -18,031 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,013 shares; 2024Q3: 8,618 shares; 2024Q4: 8,443 shares; 2025Q1: 7,982 shares; 2025Q2: 8,150 shares; 2025Q3: 8,127 shares; 2025Q4: 9,700 shares; 2026Q1: 9,868 shares 9,868 $1.9M 0.15% +168 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; 2024Q2: 2,192 shares; 2024Q3: 2,208 shares; 2024Q4: 2,244 shares; 2025Q1: 3,847 shares; 2025Q2: 4,134 shares; 2025Q3: 4,179 shares; 2025Q4: 3,971 shares; 2026Q1: 3,967 shares 3,967 $1.9M 0.15% -4 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,940 shares; 2024Q3: 16,749 shares; 2024Q4: 16,671 shares; 2025Q1: 16,557 shares; 2025Q2: 16,460 shares; 2025Q3: 16,362 shares; 2025Q4: 15,645 shares; 2026Q1: 15,555 shares 15,555 $1.89M 0.15% -90 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,080 shares; 2024Q3: 8,792 shares; 2024Q4: 8,459 shares; 2025Q1: 8,537 shares; 2025Q2: 8,671 shares; 2025Q3: 8,441 shares; 2025Q4: 8,397 shares; 2026Q1: 8,374 shares 8,374 $1.82M 0.14% -23 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,882 shares; 2024Q3: 8,964 shares; 2024Q4: 8,647 shares; 2025Q1: 9,923 shares; 2025Q2: 10,255 shares; 2025Q3: 10,425 shares; 2025Q4: 10,739 shares; 2026Q1: 10,427 shares 10,427 $1.82M 0.14% -312 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; 2024Q2: 15,510 shares; 2024Q3: 20,326 shares; 2024Q4: 19,508 shares; 2025Q1: 19,161 shares; 2025Q2: 14,722 shares; 2025Q3: 14,842 shares; 2025Q4: 12,182 shares; 2026Q1: 10,394 shares 10,394 $1.76M 0.14% -1,788 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,601 shares; 2025Q3: 8,581 shares; 2025Q4: 8,364 shares; 2026Q1: 8,478 shares 8,478 $1.65M 0.13% +114 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 70,494 shares; 2024Q3: 72,802 shares; 2024Q4: 75,417 shares; 2025Q1: 76,658 shares; 2025Q2: 72,304 shares; 2025Q3: 80,121 shares; 2025Q4: 73,243 shares; 2026Q1: 70,981 shares 70,981 $1.64M 0.13% -2,262 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; 2024Q2: 22,728 shares; 2024Q3: 23,080 shares; 2024Q4: 22,844 shares; 2025Q1: 20,744 shares; 2025Q2: 19,279 shares; 2025Q3: 18,838 shares; 2025Q4: 17,368 shares; 2026Q1: 16,358 shares 16,358 $1.6M 0.12% -1,010 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 7,554 shares; 2024Q4: not reported; 2025Q1: 7,563 shares; 2025Q2: 7,563 shares; 2025Q3: 7,566 shares; 2025Q4: 7,566 shares; 2026Q1: 7,571 shares 7,571 $1.58M 0.12% +5 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; 2024Q2: 2,012 shares; 2024Q3: 2,297 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 9,196 shares; 2025Q3: 10,620 shares; 2025Q4: 10,971 shares; 2026Q1: 11,360 shares 11,360 $1.57M 0.12% +389 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,871 shares; 2024Q3: 11,261 shares; 2024Q4: 11,237 shares; 2025Q1: 11,242 shares; 2025Q2: 11,212 shares; 2025Q3: 11,107 shares; 2025Q4: 11,108 shares; 2026Q1: 11,108 shares 11,108 $1.57M 0.12% 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; 2024Q2: 3,916 shares; 2024Q3: 6,065 shares; 2024Q4: 6,337 shares; 2025Q1: 6,025 shares; 2025Q2: 5,526 shares; 2025Q3: 5,657 shares; 2025Q4: 5,437 shares; 2026Q1: 5,334 shares 5,334 $1.53M 0.12% -103 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,080 shares; 2024Q3: 18,633 shares; 2024Q4: 17,897 shares; 2025Q1: 17,687 shares; 2025Q2: 17,451 shares; 2025Q3: 17,492 shares; 2025Q4: 17,386 shares; 2026Q1: 17,386 shares 17,386 $1.51M 0.12% 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; 2024Q2: 9,791 shares; 2024Q3: 10,457 shares; 2024Q4: 10,280 shares; 2025Q1: 10,295 shares; 2025Q2: 10,084 shares; 2025Q3: 9,853 shares; 2025Q4: 10,386 shares; 2026Q1: 10,342 shares 10,342 $1.49M 0.12% -44 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,970 shares; 2024Q3: 9,897 shares; 2024Q4: 9,829 shares; 2025Q1: 9,335 shares; 2025Q2: 9,284 shares; 2025Q3: 9,043 shares; 2025Q4: 7,989 shares; 2026Q1: 7,997 shares 7,997 $1.45M 0.11% +8 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,789 shares; 2024Q3: 11,464 shares; 2024Q4: 11,171 shares; 2025Q1: 9,394 shares; 2025Q2: 11,282 shares; 2025Q3: 12,951 shares; 2025Q4: 14,371 shares; 2026Q1: 20,261 shares 20,261 $1.41M 0.11% +5,890 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; 2024Q2: 33,685 shares; 2024Q3: 34,542 shares; 2024Q4: 30,738 shares; 2025Q1: 26,430 shares; 2025Q2: 24,956 shares; 2025Q3: 25,541 shares; 2025Q4: 25,507 shares; 2026Q1: 25,488 shares 25,488 $1.38M 0.11% -19 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 237 shares; 2024Q3: 3,979 shares; 2024Q4: 4,371 shares; 2025Q1: 4,605 shares; 2025Q2: 4,302 shares; 2025Q3: 4,278 shares; 2025Q4: 4,475 shares; 2026Q1: 4,447 shares 4,447 $1.38M 0.11% -28 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,382 shares; 2024Q3: 9,618 shares; 2024Q4: 9,212 shares; 2025Q1: 9,343 shares; 2025Q2: 9,263 shares; 2025Q3: 9,222 shares; 2025Q4: 10,739 shares; 2026Q1: 10,764 shares 10,764 $1.34M 0.1% +25 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,175 shares; 2024Q3: 3,126 shares; 2024Q4: 3,103 shares; 2025Q1: 2,961 shares; 2025Q2: 2,958 shares; 2025Q3: 2,361 shares; 2025Q4: 2,363 shares; 2026Q1: 2,331 shares 2,331 $1.31M 0.1% -32 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,502 shares; 2025Q4: 4,504 shares; 2026Q1: 4,502 shares 4,502 $1.27M 0.1% -2 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; 2024Q2: 5,954 shares; 2024Q3: 6,066 shares; 2024Q4: 5,974 shares; 2025Q1: 5,647 shares; 2025Q2: 5,264 shares; 2025Q3: 4,800 shares; 2025Q4: 4,640 shares; 2026Q1: 4,652 shares 4,652 $1.27M 0.1% +12 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,117 shares; 2024Q3: 41,679 shares; 2024Q4: 39,964 shares; 2025Q1: 37,142 shares; 2025Q2: 37,200 shares; 2025Q3: 37,265 shares; 2025Q4: 30,867 shares; 2026Q1: 25,797 shares 25,797 $1.25M 0.1% -5,070 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,655 shares; 2024Q3: 7,387 shares; 2024Q4: 7,313 shares; 2025Q1: 7,277 shares; 2025Q2: 6,431 shares; 2025Q3: 6,435 shares; 2025Q4: 6,431 shares; 2026Q1: 6,249 shares 6,249 $1.24M 0.1% -182 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,027 shares; 2024Q3: 3,736 shares; 2024Q4: 3,943 shares; 2025Q1: 4,395 shares; 2025Q2: 4,342 shares; 2025Q3: 4,422 shares; 2025Q4: 4,513 shares; 2026Q1: 4,274 shares 4,274 $1.23M 0.1% -239 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,878 shares; 2024Q3: 4,882 shares; 2024Q4: 4,859 shares; 2025Q1: 5,362 shares; 2025Q2: 7,213 shares; 2025Q3: 10,158 shares; 2025Q4: 11,186 shares; 2026Q1: 12,876 shares 12,876 $1.21M 0.09% +1,690 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,139 shares; 2024Q3: 8,168 shares; 2024Q4: 6,851 shares; 2025Q1: 6,542 shares; 2025Q2: 6,542 shares; 2025Q3: 6,546 shares; 2025Q4: 6,570 shares; 2026Q1: 6,482 shares 6,482 $1.21M 0.09% -88 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; 2024Q2: 11,214 shares; 2024Q3: 11,604 shares; 2024Q4: 13,595 shares; 2025Q1: 13,922 shares; 2025Q2: 13,740 shares; 2025Q3: 11,279 shares; 2025Q4: 11,182 shares; 2026Q1: 9,826 shares 9,826 $1.18M 0.09% -1,356 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; 2024Q2: 3,045 shares; 2024Q3: 3,314 shares; 2024Q4: 3,374 shares; 2025Q1: 3,695 shares; 2025Q2: 4,033 shares; 2025Q3: 4,094 shares; 2025Q4: 3,880 shares; 2026Q1: 4,443 shares 4,443 $1.16M 0.09% +563 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,456 shares; 2024Q3: 13,479 shares; 2024Q4: 13,071 shares; 2025Q1: 13,116 shares; 2025Q2: 12,577 shares; 2025Q3: 12,296 shares; 2025Q4: 12,718 shares; 2026Q1: 12,404 shares 12,404 $1.15M 0.09% -314 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; 2024Q2: 6,227 shares; 2024Q3: 5,584 shares; 2024Q4: 5,587 shares; 2025Q1: 5,022 shares; 2025Q2: 4,881 shares; 2025Q3: 4,883 shares; 2025Q4: 4,152 shares; 2026Q1: 3,181 shares 3,181 $1.09M 0.08% -971 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,173 shares; 2024Q3: 4,385 shares; 2024Q4: 4,389 shares; 2025Q1: 4,465 shares; 2025Q2: 4,525 shares; 2025Q3: 4,548 shares; 2025Q4: 4,673 shares; 2026Q1: 4,936 shares 4,936 $1.08M 0.08% +263 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; 2024Q2: 1,631 shares; 2024Q3: 1,750 shares; 2024Q4: 1,751 shares; 2025Q1: 1,821 shares; 2025Q2: 1,775 shares; 2025Q3: 1,831 shares; 2025Q4: 1,851 shares; 2026Q1: 1,825 shares 1,825 $1.05M 0.08% -26 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,483 shares; 2024Q3: 18,584 shares; 2024Q4: 17,013 shares; 2025Q1: 16,263 shares; 2025Q2: 16,949 shares; 2025Q3: 16,960 shares; 2025Q4: 16,548 shares; 2026Q1: 14,577 shares 14,577 $1.03M 0.08% -1,971 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; 2024Q2: 1,037 shares; 2024Q3: 1,061 shares; 2024Q4: 1,039 shares; 2025Q1: 1,097 shares; 2025Q2: 1,299 shares; 2025Q3: 1,106 shares; 2025Q4: 1,097 shares; 2026Q1: 1,095 shares 1,095 $1.01M 0.08% -2 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,990 shares; 2024Q3: 19,024 shares; 2024Q4: 18,142 shares; 2025Q1: 16,156 shares; 2025Q2: 15,278 shares; 2025Q3: 14,200 shares; 2025Q4: 13,716 shares; 2026Q1: 13,183 shares 13,183 $1.01M 0.08% -533 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,435 shares; 2024Q3: 1,748 shares; 2024Q4: 1,751 shares; 2025Q1: 1,771 shares; 2025Q2: 1,581 shares; 2025Q3: 1,370 shares; 2025Q4: 1,433 shares; 2026Q1: 1,414 shares 1,414 $1M 0.08% -19 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,421 shares; 2024Q3: 15,523 shares; 2024Q4: 14,648 shares; 2025Q1: 16,225 shares; 2025Q2: 14,963 shares; 2025Q3: 14,017 shares; 2025Q4: 13,642 shares; 2026Q1: 14,531 shares 14,531 $981K 0.08% +889 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,800 shares; 2024Q3: 5,749 shares; 2024Q4: 5,468 shares; 2025Q1: 5,472 shares; 2025Q2: 5,138 shares; 2025Q3: 4,591 shares; 2025Q4: 4,259 shares; 2026Q1: 3,926 shares 3,926 $974K 0.08% -333 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,570 shares; 2024Q3: 3,870 shares; 2024Q4: 3,870 shares; 2025Q1: 3,808 shares; 2025Q2: 3,808 shares; 2025Q3: 3,808 shares; 2025Q4: 3,808 shares; 2026Q1: 4,552 shares 4,552 $973K 0.08% +744 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; 2024Q2: 2,489 shares; 2024Q3: 2,800 shares; 2024Q4: 2,793 shares; 2025Q1: 2,802 shares; 2025Q2: 2,499 shares; 2025Q3: 2,333 shares; 2025Q4: 2,348 shares; 2026Q1: 2,866 shares 2,866 $943K 0.07% +518 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,500 shares; 2024Q3: 2,550 shares; 2024Q4: 2,551 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $928K 0.07% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,939 shares; 2024Q3: 6,289 shares; 2024Q4: 6,212 shares; 2025Q1: 6,405 shares; 2025Q2: 6,379 shares; 2025Q3: 6,231 shares; 2025Q4: 6,230 shares; 2026Q1: 6,149 shares 6,149 $876K 0.07% -81 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 944 shares; 2025Q2: 2,144 shares; 2025Q3: 2,199 shares; 2025Q4: 2,537 shares; 2026Q1: 2,353 shares 2,353 $875K 0.07% -184 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; 2024Q2: 5,471 shares; 2024Q3: 5,333 shares; 2024Q4: 5,330 shares; 2025Q1: 5,318 shares; 2025Q2: 5,672 shares; 2025Q3: 5,844 shares; 2025Q4: 5,568 shares; 2026Q1: 5,574 shares 5,574 $867K 0.07% +6 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,546 shares; 2024Q3: 1,853 shares; 2024Q4: 1,848 shares; 2025Q1: 1,854 shares; 2025Q2: 1,764 shares; 2025Q3: 1,677 shares; 2025Q4: 1,681 shares; 2026Q1: 1,531 shares 1,531 $863K 0.07% -150 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,887 shares; 2024Q3: 6,341 shares; 2024Q4: 6,274 shares; 2025Q1: 6,297 shares; 2025Q2: 5,740 shares; 2025Q3: 5,730 shares; 2025Q4: 5,414 shares; 2026Q1: 5,412 shares 5,412 $841K 0.07% -2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,651 shares; 2024Q3: 3,684 shares; 2024Q4: 3,458 shares; 2025Q1: 3,514 shares; 2025Q2: 3,819 shares; 2025Q3: 3,976 shares; 2025Q4: 3,938 shares; 2026Q1: 4,040 shares 4,040 $836K 0.06% +102 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,895 shares; 2024Q3: 3,411 shares; 2024Q4: 3,402 shares; 2025Q1: 3,433 shares; 2025Q2: 2,715 shares; 2025Q3: 2,689 shares; 2025Q4: 2,669 shares; 2026Q1: 2,633 shares 2,633 $818K 0.06% -36 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,213 shares; 2024Q3: 1,827 shares; 2024Q4: 1,893 shares; 2025Q1: 2,105 shares; 2025Q2: 2,847 shares; 2025Q3: 2,731 shares; 2025Q4: 2,684 shares; 2026Q1: 2,610 shares 2,610 $789K 0.06% -74 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,719 shares; 2024Q3: 22,920 shares; 2024Q4: 22,248 shares; 2025Q1: 22,312 shares; 2025Q2: 22,529 shares; 2025Q3: 21,990 shares; 2025Q4: 21,654 shares; 2026Q1: 17,649 shares 17,649 $779K 0.06% -4,005 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; 2024Q2: 2,563 shares; 2024Q3: 2,343 shares; 2024Q4: 2,348 shares; 2025Q1: 1,863 shares; 2025Q2: 1,802 shares; 2025Q3: 1,741 shares; 2025Q4: 1,387 shares; 2026Q1: 1,090 shares 1,090 $761K 0.06% -297 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; 2024Q2: 555 shares; 2024Q3: 578 shares; 2024Q4: 589 shares; 2025Q1: 2,011 shares; 2025Q2: 1,979 shares; 2025Q3: 1,984 shares; 2025Q4: 1,716 shares; 2026Q1: 1,430 shares 1,430 $703K 0.05% -286 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,240 shares; 2024Q3: 6,240 shares; 2024Q4: 6,240 shares; 2025Q1: 6,240 shares; 2025Q2: 6,240 shares; 2025Q3: 6,240 shares; 2025Q4: 6,159 shares; 2026Q1: 6,159 shares 6,159 $700K 0.05% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,539 shares; 2024Q3: 31,554 shares; 2024Q4: 31,035 shares; 2025Q1: 30,412 shares; 2025Q2: 28,685 shares; 2025Q3: 27,899 shares; 2025Q4: 17,530 shares; 2026Q1: 8,443 shares 8,443 $697K 0.05% -9,087 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,396 shares; 2024Q3: 3,767 shares; 2024Q4: 3,353 shares; 2025Q1: 3,424 shares; 2025Q2: 3,329 shares; 2025Q3: 3,323 shares; 2025Q4: 5,188 shares; 2026Q1: 5,201 shares 5,201 $670K 0.05% +13 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 958 shares; 2026Q1: 863 shares 863 $667K 0.05% -95 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 4,319 shares; 2025Q3: 8,171 shares; 2025Q4: 10,187 shares; 2026Q1: 10,523 shares 10,523 $661K 0.05% +336 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,334 shares; 2024Q3: 1,434 shares; 2024Q4: 1,538 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,450 shares; 2025Q4: 1,495 shares; 2026Q1: 1,524 shares 1,524 $650K 0.05% +29 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,966 shares; 2024Q3: 17,692 shares; 2024Q4: 17,692 shares; 2025Q1: 17,729 shares; 2025Q2: 12,659 shares; 2025Q3: 12,688 shares; 2025Q4: 12,688 shares; 2026Q1: 12,688 shares 12,688 $626K 0.05% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,298 shares; 2025Q3: 10,254 shares; 2025Q4: 10,367 shares; 2026Q1: 10,320 shares 10,320 $611K 0.05% -47 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 979 shares; 2024Q4: 1,004 shares; 2025Q1: 1,114 shares; 2025Q2: 1,687 shares; 2025Q3: 1,316 shares; 2025Q4: 1,218 shares; 2026Q1: 1,223 shares 1,223 $611K 0.05% +5 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,454 shares; 2024Q4: 2,551 shares; 2025Q1: 2,573 shares; 2025Q2: 3,336 shares; 2025Q3: 3,782 shares; 2025Q4: 3,695 shares; 2026Q1: 3,685 shares 3,685 $588K 0.05% -10 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,025 shares; 2024Q3: 5,195 shares; 2024Q4: 5,097 shares; 2025Q1: 4,734 shares; 2025Q2: 4,727 shares; 2025Q3: 4,567 shares; 2025Q4: 4,522 shares; 2026Q1: 3,922 shares 3,922 $579K 0.04% -600 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,816 shares; 2024Q3: 1,816 shares; 2024Q4: 1,816 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,955 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares 1,935 $578K 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,343 shares; 2024Q3: 5,286 shares; 2024Q4: 4,672 shares; 2025Q1: 4,702 shares; 2025Q2: 4,268 shares; 2025Q3: 4,466 shares; 2025Q4: 4,177 shares; 2026Q1: 4,642 shares 4,642 $577K 0.04% +465 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; 2024Q2: 1,327 shares; 2024Q3: 1,393 shares; 2024Q4: 1,368 shares; 2025Q1: 1,378 shares; 2025Q2: 1,345 shares; 2025Q3: 1,329 shares; 2025Q4: 1,293 shares; 2026Q1: 1,295 shares 1,295 $575K 0.04% +2 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; 2024Q2: 7,209 shares; 2024Q3: 7,409 shares; 2024Q4: 7,436 shares; 2025Q1: 7,723 shares; 2025Q2: 7,225 shares; 2025Q3: 7,616 shares; 2025Q4: 7,218 shares; 2026Q1: 7,453 shares 7,453 $567K 0.04% +235 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; 2024Q2: 1,513 shares; 2024Q3: 1,378 shares; 2024Q4: 1,637 shares; 2025Q1: 1,651 shares; 2025Q2: 1,657 shares; 2025Q3: 1,694 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares 2,453 $554K 0.04% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $538K 0.04% 0 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; 2024Q2: 445 shares; 2024Q3: 507 shares; 2024Q4: 547 shares; 2025Q1: 672 shares; 2025Q2: 671 shares; 2025Q3: 676 shares; 2025Q4: 888 shares; 2026Q1: 897 shares 897 $513K 0.04% +9 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; 2024Q2: 8,007 shares; 2024Q3: 7,732 shares; 2024Q4: 7,757 shares; 2025Q1: 7,843 shares; 2025Q2: 7,848 shares; 2025Q3: 7,838 shares; 2025Q4: 8,536 shares; 2026Q1: 6,455 shares 6,455 $501K 0.04% -2,081 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; 2024Q2: 7,396 shares; 2024Q3: 8,444 shares; 2024Q4: 5,230 shares; 2025Q1: 5,543 shares; 2025Q2: 5,631 shares; 2025Q3: 4,499 shares; 2025Q4: 6,200 shares; 2026Q1: 6,209 shares 6,209 $492K 0.04% +9 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; 2024Q2: 7,503 shares; 2024Q3: 7,683 shares; 2024Q4: 7,550 shares; 2025Q1: 7,857 shares; 2025Q2: 6,709 shares; 2025Q3: 6,704 shares; 2025Q4: 5,494 shares; 2026Q1: 5,245 shares 5,245 $489K 0.04% -249 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,561 shares; 2024Q3: 9,501 shares; 2024Q4: 9,137 shares; 2025Q1: 7,819 shares; 2025Q2: 8,443 shares; 2025Q3: 8,398 shares; 2025Q4: 7,826 shares; 2026Q1: 6,935 shares 6,935 $487K 0.04% -891 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; 2024Q2: 1,453 shares; 2024Q3: 1,641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,023 shares; 2025Q3: 2,369 shares; 2025Q4: 2,290 shares; 2026Q1: 2,304 shares 2,304 $469K 0.04% +14 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,474 shares; 2024Q3: 11,623 shares; 2024Q4: 11,352 shares; 2025Q1: 10,064 shares; 2025Q2: 9,916 shares; 2025Q3: 9,788 shares; 2025Q4: 8,837 shares; 2026Q1: 8,547 shares 8,547 $468K 0.04% -290 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,382 shares; 2025Q4: 3,332 shares; 2026Q1: 3,331 shares 3,331 $453K 0.04% -1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,592 shares; 2025Q3: 3,490 shares; 2025Q4: 3,512 shares; 2026Q1: 3,513 shares 3,513 $444K 0.03% +1 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,807 shares; 2024Q3: 8,093 shares; 2024Q4: 7,855 shares; 2025Q1: 7,600 shares; 2025Q2: 6,891 shares; 2025Q3: 6,815 shares; 2025Q4: 6,121 shares; 2026Q1: 4,621 shares 4,621 $431K 0.03% -1,500 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; 2024Q2: 1,922 shares; 2024Q3: 1,793 shares; 2024Q4: 1,699 shares; 2025Q1: 1,684 shares; 2025Q2: 1,678 shares; 2025Q3: 1,768 shares; 2025Q4: 3,480 shares; 2026Q1: 3,180 shares 3,180 $423K 0.03% -300 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,322 shares; 2024Q3: 5,322 shares; 2024Q4: 5,328 shares; 2025Q1: 5,328 shares; 2025Q2: 5,328 shares; 2025Q3: 5,008 shares; 2025Q4: 4,972 shares; 2026Q1: 4,972 shares 4,972 $422K 0.03% 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; 2024Q2: 2,233 shares; 2024Q3: 2,423 shares; 2024Q4: 2,540 shares; 2025Q1: 2,179 shares; 2025Q2: 2,414 shares; 2025Q3: 2,287 shares; 2025Q4: 2,486 shares; 2026Q1: 1,734 shares 1,734 $420K 0.03% -752 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 2,168 shares; 2025Q2: 2,053 shares; 2025Q3: 2,055 shares; 2025Q4: 2,061 shares; 2026Q1: 2,001 shares 2,001 $415K 0.03% -60 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,851 shares; 2024Q3: 6,851 shares; 2024Q4: 6,851 shares; 2025Q1: 6,851 shares; 2025Q2: 7,340 shares; 2025Q3: 7,590 shares; 2025Q4: 8,545 shares; 2026Q1: 8,090 shares 8,090 $410K 0.03% -455 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 920 shares; 2025Q4: 915 shares; 2026Q1: 918 shares 918 $397K 0.03% +3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,332 shares; 2024Q3: 1,404 shares; 2024Q4: 1,407 shares; 2025Q1: 1,454 shares; 2025Q2: 1,429 shares; 2025Q3: 1,409 shares; 2025Q4: 1,403 shares; 2026Q1: 1,386 shares 1,386 $393K 0.03% -17 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,481 shares; 2024Q3: 8,278 shares; 2024Q4: 8,287 shares; 2025Q1: 8,212 shares; 2025Q2: 8,062 shares; 2025Q3: 8,040 shares; 2025Q4: 8,051 shares; 2026Q1: 8,051 shares 8,051 $393K 0.03% 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; 2024Q2: 3,390 shares; 2024Q3: 3,829 shares; 2024Q4: 3,839 shares; 2025Q1: 3,895 shares; 2025Q2: 4,188 shares; 2025Q3: 4,049 shares; 2025Q4: 4,075 shares; 2026Q1: 3,807 shares 3,807 $391K 0.03% -268 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; 2024Q2: 14,291 shares; 2024Q3: 15,136 shares; 2024Q4: 14,838 shares; 2025Q1: 15,246 shares; 2025Q2: 14,970 shares; 2025Q3: 15,352 shares; 2025Q4: 16,887 shares; 2026Q1: 13,479 shares 13,479 $391K 0.03% -3,408 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 1,080 shares; 2025Q4: 1,100 shares; 2026Q1: 1,144 shares 1,144 $387K 0.03% +44 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,075 shares; 2024Q3: 1,055 shares; 2024Q4: 1,040 shares; 2025Q1: 1,022 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares 990 $380K 0.03% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,263 shares; 2025Q2: 4,263 shares; 2025Q3: 4,263 shares; 2025Q4: 4,263 shares; 2026Q1: 4,263 shares 4,263 $373K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,467 shares; 2024Q3: 5,792 shares; 2024Q4: 5,792 shares; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares; 2025Q3: 4,017 shares; 2025Q4: 4,017 shares; 2026Q1: 3,360 shares 3,360 $372K 0.03% -657 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,511 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,757 shares; 2025Q2: 14,887 shares; 2025Q3: 15,017 shares; 2025Q4: 12,895 shares; 2026Q1: 12,705 shares 12,705 $364K 0.03% -190 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,222 shares; 2024Q3: 4,491 shares; 2024Q4: 4,262 shares; 2025Q1: 3,745 shares; 2025Q2: 3,361 shares; 2025Q3: 3,296 shares; 2025Q4: 3,037 shares; 2026Q1: 3,048 shares 3,048 $359K 0.03% +11 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,257 shares; 2024Q3: 4,334 shares; 2024Q4: 3,575 shares; 2025Q1: 5,450 shares; 2025Q2: 3,706 shares; 2025Q3: 3,623 shares; 2025Q4: 3,911 shares; 2026Q1: 3,364 shares 3,364 $357K 0.03% -547 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; 2024Q2: 1,153 shares; 2024Q3: 1,461 shares; 2024Q4: 1,466 shares; 2025Q1: 1,492 shares; 2025Q2: 1,493 shares; 2025Q3: 1,480 shares; 2025Q4: 1,488 shares; 2026Q1: 1,487 shares 1,487 $351K 0.03% -1 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,601 shares; 2024Q3: 2,634 shares; 2024Q4: 2,469 shares; 2025Q1: 2,600 shares; 2025Q2: 2,378 shares; 2025Q3: 2,464 shares; 2025Q4: 2,483 shares; 2026Q1: 2,374 shares 2,374 $349K 0.03% -109 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,013 shares; 2024Q3: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,629 shares; 2025Q4: 3,258 shares; 2026Q1: 3,160 shares 3,160 $344K 0.03% -98 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,716 shares; 2024Q3: 10,073 shares; 2024Q4: 8,967 shares; 2025Q1: 7,839 shares; 2025Q2: 6,265 shares; 2025Q3: 6,020 shares; 2025Q4: 5,070 shares; 2026Q1: 5,037 shares 5,037 $343K 0.03% -33 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,766 shares; 2024Q3: 2,766 shares; 2024Q4: 2,771 shares; 2025Q1: 2,790 shares; 2025Q2: 3,079 shares; 2025Q3: 3,089 shares; 2025Q4: 3,094 shares; 2026Q1: 3,104 shares 3,104 $341K 0.03% +10 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; 2024Q2: 5,428 shares; 2024Q3: 6,699 shares; 2024Q4: 5,989 shares; 2025Q1: 6,379 shares; 2025Q2: 6,071 shares; 2025Q3: 5,615 shares; 2025Q4: 7,202 shares; 2026Q1: 6,937 shares 6,937 $338K 0.03% -265 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,331 shares; 2024Q3: 2,178 shares; 2024Q4: 1,936 shares; 2025Q1: 1,853 shares; 2025Q2: 1,812 shares; 2025Q3: 1,813 shares; 2025Q4: 1,826 shares; 2026Q1: 1,672 shares 1,672 $333K 0.03% -154 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 794 shares; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 828 shares; 2025Q3: 930 shares; 2025Q4: 945 shares; 2026Q1: 942 shares 942 $331K 0.03% -3 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,827 shares; 2024Q3: 1,829 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,835 shares; 2025Q4: 1,647 shares; 2026Q1: 1,448 shares 1,448 $325K 0.03% -199 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; 2024Q2: 7,905 shares; 2024Q3: 7,448 shares; 2024Q4: 6,862 shares; 2025Q1: 6,966 shares; 2025Q2: 7,662 shares; 2025Q3: 7,242 shares; 2025Q4: 7,236 shares; 2026Q1: 6,431 shares 6,431 $323K 0.03% -805 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,177 shares; 2024Q3: 3,342 shares; 2024Q4: 3,342 shares; 2025Q1: 3,342 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 6,180 shares; 2026Q1: 6,180 shares 6,180 $321K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,191 shares; 2024Q3: 2,748 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 2,956 shares; 2025Q3: 2,885 shares; 2025Q4: 2,889 shares; 2026Q1: 2,889 shares 2,889 $319K 0.02% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,153 shares; 2025Q4: 3,153 shares; 2026Q1: 3,153 shares 3,153 $317K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 8,519 shares; 2024Q4: 8,519 shares; 2025Q1: 8,519 shares; 2025Q2: 8,523 shares; 2025Q3: 8,523 shares; 2025Q4: 8,523 shares; 2026Q1: 8,364 shares 8,364 $317K 0.02% -159 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,658 shares; 2024Q3: 3,659 shares; 2024Q4: 3,659 shares; 2025Q1: 3,575 shares; 2025Q2: 3,576 shares; 2025Q3: 3,576 shares; 2025Q4: 3,577 shares; 2026Q1: 3,578 shares 3,578 $314K 0.02% +1 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 317 shares; 2024Q3: 320 shares; 2024Q4: 282 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 301 shares; 2025Q4: 3,125 shares; 2026Q1: 3,180 shares 3,180 $306K 0.02% +55 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; 2024Q2: 3,645 shares; 2024Q3: 3,644 shares; 2024Q4: 3,652 shares; 2025Q1: 3,757 shares; 2025Q2: 2,872 shares; 2025Q3: 2,833 shares; 2025Q4: 2,807 shares; 2026Q1: 3,164 shares 3,164 $305K 0.02% +357 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,003 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,003 shares; 2025Q2: 24,003 shares; 2025Q3: 24,003 shares; 2025Q4: 24,003 shares; 2026Q1: 24,003 shares 24,003 $303K 0.02% 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; 2024Q2: 1,087 shares; 2024Q3: 1,395 shares; 2024Q4: 1,401 shares; 2025Q1: 1,229 shares; 2025Q2: 1,270 shares; 2025Q3: 1,272 shares; 2025Q4: 1,162 shares; 2026Q1: 1,112 shares 1,112 $301K 0.02% -50 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,473 shares; 2026Q1: 6,853 shares 6,853 $298K 0.02% +380 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,399 shares; 2025Q4: 1,805 shares; 2026Q1: 1,790 shares 1,790 $296K 0.02% -15 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,915 shares; 2024Q3: 2,920 shares; 2024Q4: 2,924 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,856 shares; 2025Q4: 2,862 shares; 2026Q1: 2,862 shares 2,862 $292K 0.02% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,140 shares; 2024Q3: 15,420 shares; 2024Q4: 15,659 shares; 2025Q1: 16,271 shares; 2025Q2: 17,448 shares; 2025Q3: 17,477 shares; 2025Q4: 15,753 shares; 2026Q1: 12,658 shares 12,658 $290K 0.02% -3,095 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 324 shares; 2025Q3: 325 shares; 2025Q4: 327 shares; 2026Q1: 294 shares 294 $283K 0.02% -33 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,244 shares; 2025Q4: 6,041 shares; 2026Q1: 6,179 shares 6,179 $280K 0.02% +138 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 648 shares 648 $279K 0.02% 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; 2024Q2: 2,450 shares; 2024Q3: 2,813 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 4,853 shares; 2026Q1: 4,472 shares 4,472 $274K 0.02% -381 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,494 shares; 2025Q3: 1,490 shares; 2025Q4: 1,482 shares; 2026Q1: 1,469 shares 1,469 $268K 0.02% -13 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 255 shares; 2025Q2: 256 shares; 2025Q3: 263 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $265K 0.02% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,235 shares; 2025Q2: 7,137 shares; 2025Q3: 7,137 shares; 2025Q4: 7,144 shares; 2026Q1: 7,033 shares 7,033 $258K 0.02% -111 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,645 shares; 2024Q3: 6,360 shares; 2024Q4: 6,365 shares; 2025Q1: 6,135 shares; 2025Q2: 6,342 shares; 2025Q3: 6,353 shares; 2025Q4: 5,949 shares; 2026Q1: 4,954 shares 4,954 $252K 0.02% -995 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,010 shares; 2024Q3: 876 shares; 2024Q4: 931 shares; 2025Q1: 938 shares; 2025Q2: 936 shares; 2025Q3: 1,252 shares; 2025Q4: 1,208 shares; 2026Q1: 944 shares 944 $252K 0.02% -264 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,984 shares; 2024Q3: 4,601 shares; 2024Q4: 4,556 shares; 2025Q1: 4,614 shares; 2025Q2: 4,595 shares; 2025Q3: 4,631 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares 4,080 $250K 0.02% 0 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,131 shares; 2025Q4: 7,794 shares; 2026Q1: 7,794 shares 7,794 $248K 0.02% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,075 shares; 2026Q1: 5,439 shares 5,439 $247K 0.02% +364 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $244K 0.02% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,129 shares; 2025Q4: 2,127 shares; 2026Q1: 2,051 shares 2,051 $243K 0.02% -76 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,958 shares; 2024Q4: 1,962 shares; 2025Q1: 1,980 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,833 shares; 2026Q1: 1,841 shares 1,841 $241K 0.02% +8 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,477 shares; 2026Q1: 3,477 shares 3,477 $241K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,621 shares; 2025Q2: 7,084 shares; 2025Q3: 7,086 shares; 2025Q4: not reported; 2026Q1: 7,020 shares 7,020 $235K 0.02% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,069 shares; 2024Q3: 8,236 shares; 2024Q4: 6,337 shares; 2025Q1: 9,755 shares; 2025Q2: 6,615 shares; 2025Q3: 6,057 shares; 2025Q4: 5,547 shares; 2026Q1: 4,600 shares 4,600 $234K 0.02% -947 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $231K 0.02% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,874 shares; 2024Q3: 15,187 shares; 2024Q4: 15,168 shares; 2025Q1: 14,707 shares; 2025Q2: 13,966 shares; 2025Q3: 12,135 shares; 2025Q4: 11,646 shares; 2026Q1: 6,737 shares 6,737 $229K 0.02% -4,909 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; 2024Q2: 3,245 shares; 2024Q3: 3,587 shares; 2024Q4: 3,292 shares; 2025Q1: 3,088 shares; 2025Q2: 3,228 shares; 2025Q3: 3,399 shares; 2025Q4: 2,867 shares; 2026Q1: 2,542 shares 2,542 $225K 0.02% -325 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares 254 $222K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,516 shares; 2026Q1: 1,516 shares 1,516 $221K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,775 shares; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,678 shares; 2025Q4: 1,699 shares; 2026Q1: 1,679 shares 1,679 $220K 0.02% -20 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,637 shares 1,637 $216K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,634 shares; 2024Q4: 1,883 shares; 2025Q1: 1,836 shares; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $215K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 659 shares; 2026Q1: 659 shares 659 $215K 0.02% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,770 shares; 2024Q3: 2,527 shares; 2024Q4: 2,562 shares; 2025Q1: 2,468 shares; 2025Q2: 2,262 shares; 2025Q3: 2,252 shares; 2025Q4: 2,256 shares; 2026Q1: 1,943 shares 1,943 $214K 0.02% -313 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,317 shares; 2024Q3: 6,443 shares; 2024Q4: 5,967 shares; 2025Q1: 4,891 shares; 2025Q2: 4,650 shares; 2025Q3: 4,546 shares; 2025Q4: 3,770 shares; 2026Q1: 3,107 shares 3,107 $212K 0.02% -663 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; 2024Q2: not reported; 2024Q3: 436 shares; 2024Q4: 449 shares; 2025Q1: 457 shares; 2025Q2: 447 shares; 2025Q3: 450 shares; 2025Q4: 458 shares; 2026Q1: 459 shares 459 $212K 0.02% +1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 606 shares; 2025Q4: 607 shares; 2026Q1: 609 shares 609 $209K 0.02% +2 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,952 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,414 shares; 2025Q2: 6,083 shares; 2025Q3: 6,033 shares; 2025Q4: 3,963 shares; 2026Q1: 2,523 shares 2,523 $209K 0.02% -1,440 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares 1,360 $208K 0.02% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,311 shares; 2024Q3: 2,526 shares; 2024Q4: 2,524 shares; 2025Q1: 2,519 shares; 2025Q2: 2,676 shares; 2025Q3: 2,734 shares; 2025Q4: 2,684 shares; 2026Q1: 2,654 shares 2,654 $205K 0.02% -30 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,228 shares; 2025Q4: 2,199 shares; 2026Q1: 2,193 shares 2,193 $203K 0.02% -6 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,389 shares 1,389 $203K 0.02% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944 shares 944 $202K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,250 shares; 2024Q3: 3,516 shares; 2024Q4: 3,523 shares; 2025Q1: 3,526 shares; 2025Q2: 3,847 shares; 2025Q3: 3,977 shares; 2025Q4: not reported; 2026Q1: 3,573 shares 3,573 $201K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,254 shares 3,254 $201K 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 692 shares 692 $201K 0.02% new Timeline