AVLV 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; 2024Q3: 1,115,395 shares; 2024Q4: 1,184,004 shares; 2025Q1: 1,439,526 shares; 2025Q2: 1,627,076 shares; 2025Q3: 1,745,815 shares; 2025Q4: 1,804,027 shares; 2026Q1: 1,970,576 shares; 2026Q2: 2,077,645 shares 2,077,645 $190M 11.99% +107,069 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,569,446 shares; 2026Q2: 2,569,437 shares 2,569,437 $128M 8.11% -9 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,958 shares; 2024Q4: 175,886 shares; 2025Q1: 200,980 shares; 2025Q2: 214,506 shares; 2025Q3: 218,498 shares; 2025Q4: 220,484 shares; 2026Q1: 233,737 shares; 2026Q2: 1,198,494 shares 1,198,494 $105M 6.67% +964,757 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,437 shares; 2024Q4: 237,826 shares; 2025Q1: 272,785 shares; 2025Q2: 270,215 shares; 2025Q3: 273,929 shares; 2025Q4: 276,154 shares; 2026Q1: 282,160 shares; 2026Q2: 280,453 shares 280,453 $81.2M 5.13% -1,707 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,846 shares; 2024Q4: 72,585 shares; 2025Q1: 88,430 shares; 2025Q2: 97,407 shares; 2025Q3: 99,823 shares; 2025Q4: 100,195 shares; 2026Q1: 104,439 shares; 2026Q2: 104,118 shares 104,118 $76.7M 4.85% -321 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,086,918 shares; 2024Q4: 1,109,388 shares; 2025Q1: 1,140,763 shares; 2025Q2: 1,191,508 shares; 2025Q3: 1,270,873 shares; 2025Q4: 1,354,634 shares; 2026Q1: 1,505,536 shares; 2026Q2: 1,634,738 shares 1,634,738 $74.4M 4.7% +129,202 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135,022 shares; 2024Q4: 1,162,601 shares; 2025Q1: 1,200,928 shares; 2025Q2: 1,173,390 shares; 2025Q3: 1,231,501 shares; 2025Q4: 1,248,922 shares; 2026Q1: 1,259,446 shares; 2026Q2: 1,291,418 shares 1,291,418 $69.8M 4.41% +31,972 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909,198 shares; 2024Q4: 1,603,290 shares; 2025Q1: 1,743,307 shares; 2025Q2: 1,813,567 shares; 2025Q3: 1,961,612 shares; 2025Q4: 2,109,331 shares; 2026Q1: 2,368,640 shares; 2026Q2: 2,529,761 shares 2,529,761 $67.1M 4.24% +161,121 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511,097 shares; 2024Q4: 799,238 shares; 2025Q1: 845,968 shares; 2025Q2: 911,609 shares; 2025Q3: 981,235 shares; 2025Q4: 1,057,769 shares; 2026Q1: 1,194,330 shares; 2026Q2: 1,272,693 shares 1,272,693 $66.6M 4.21% +78,363 Timeline AVEM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600,510 shares; 2026Q2: 632,978 shares 632,978 $61.1M 3.86% +32,468 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673,965 shares; 2024Q4: 710,035 shares; 2025Q1: 721,745 shares; 2025Q2: 751,514 shares; 2025Q3: 815,781 shares; 2025Q4: 871,553 shares; 2026Q1: 969,208 shares; 2026Q2: 1,032,635 shares 1,032,635 $60.1M 3.8% +63,427 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706,764 shares; 2024Q4: 745,480 shares; 2025Q1: 708,828 shares; 2025Q2: 743,594 shares; 2025Q3: 824,619 shares; 2025Q4: 860,524 shares; 2026Q1: 938,291 shares; 2026Q2: 998,941 shares 998,941 $52.3M 3.31% +60,650 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; 2024Q3: 289,166 shares; 2024Q4: 302,891 shares; 2025Q1: 316,911 shares; 2025Q2: 338,312 shares; 2025Q3: 372,913 shares; 2025Q4: 399,028 shares; 2026Q1: 442,545 shares; 2026Q2: 463,481 shares 463,481 $44.7M 2.83% +20,936 Timeline AVUV 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; 2024Q3: 326,006 shares; 2024Q4: 340,108 shares; 2025Q1: 232,625 shares; 2025Q2: 236,422 shares; 2025Q3: 245,195 shares; 2025Q4: 251,951 shares; 2026Q1: 260,049 shares; 2026Q2: 270,692 shares 270,692 $33.8M 2.14% +10,643 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,889 shares; 2024Q4: 231,691 shares; 2025Q1: 155,439 shares; 2025Q2: 154,244 shares; 2025Q3: 162,705 shares; 2025Q4: 168,054 shares; 2026Q1: 178,532 shares; 2026Q2: 182,834 shares 182,834 $32.7M 2.07% +4,302 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; 2024Q3: 235,194 shares; 2024Q4: 246,812 shares; 2025Q1: 272,146 shares; 2025Q2: 259,646 shares; 2025Q3: 267,181 shares; 2025Q4: 268,200 shares; 2026Q1: 262,493 shares; 2026Q2: 267,454 shares 267,454 $27.6M 1.74% +4,961 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,082,971 shares; 2025Q1: 1,138,468 shares; 2025Q2: 1,198,926 shares; 2025Q3: 1,275,937 shares; 2025Q4: 1,361,742 shares; 2026Q1: 1,514,417 shares; 2026Q2: 1,534,702 shares 1,534,702 $27.4M 1.74% +20,285 Timeline AVMV 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318,355 shares; 2026Q2: 326,922 shares 326,922 $26.3M 1.67% +8,567 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,844 shares; 2024Q4: 158,215 shares; 2025Q1: 130,449 shares; 2025Q2: 119,818 shares; 2025Q3: 123,899 shares; 2025Q4: 128,529 shares; 2026Q1: 146,291 shares; 2026Q2: 151,371 shares 151,371 $22.2M 1.4% +5,080 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,771 shares; 2024Q4: 37,690 shares; 2025Q1: 40,466 shares; 2025Q2: 39,932 shares; 2025Q3: 38,756 shares; 2025Q4: 37,811 shares; 2026Q1: 40,439 shares; 2026Q2: 250,109 shares 250,109 $21.5M 1.36% +209,670 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,704 shares; 2024Q4: 93,388 shares; 2025Q1: 103,013 shares; 2025Q2: 100,641 shares; 2025Q3: 96,046 shares; 2025Q4: 94,940 shares; 2026Q1: 93,601 shares; 2026Q2: 92,484 shares 92,484 $20.2M 1.28% -1,117 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473,832 shares; 2024Q4: 1,511,576 shares; 2025Q1: 1,696,753 shares; 2025Q2: 1,684,331 shares; 2025Q3: 1,742,113 shares; 2025Q4: 1,771,839 shares; 2026Q1: 415,746 shares; 2026Q2: 401,192 shares 401,192 $16.1M 1.02% -14,554 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,788 shares; 2024Q4: 38,057 shares; 2025Q1: 40,970 shares; 2025Q2: 45,369 shares; 2025Q3: 52,334 shares; 2025Q4: 57,310 shares; 2026Q1: 60,852 shares; 2026Q2: 63,931 shares 63,931 $12.8M 0.81% +3,079 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 6,413 shares; 2025Q1: 5,771 shares; 2025Q2: 5,743 shares; 2025Q3: 6,259 shares; 2025Q4: 10,786 shares; 2026Q1: 10,039 shares; 2026Q2: 11,764 shares 11,764 $11M 0.7% +1,725 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,046 shares; 2024Q4: 12,008 shares; 2025Q1: 12,055 shares; 2025Q2: 11,836 shares; 2025Q3: 11,881 shares; 2025Q4: 10,477 shares; 2026Q1: 24,773 shares; 2026Q2: 24,496 shares 24,496 $8.66M 0.55% -277 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,296 shares; 2024Q4: 167,208 shares; 2025Q1: 147,114 shares; 2025Q2: 143,637 shares; 2025Q3: 151,713 shares; 2025Q4: 156,945 shares; 2026Q1: 38,542 shares; 2026Q2: 37,142 shares 37,142 $7.34M 0.46% -1,400 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,736 shares; 2024Q4: 22,337 shares; 2025Q1: 26,372 shares; 2025Q2: 29,326 shares; 2025Q3: 29,078 shares; 2025Q4: 28,901 shares; 2026Q1: 28,099 shares; 2026Q2: 27,180 shares 27,180 $6.17M 0.39% -919 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,254 shares; 2024Q4: 10,778 shares; 2025Q1: 11,465 shares; 2025Q2: 12,210 shares; 2025Q3: 13,154 shares; 2025Q4: 15,215 shares; 2026Q1: 15,590 shares; 2026Q2: 16,025 shares 16,025 $5.98M 0.38% +435 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,862 shares; 2024Q4: 17,691 shares; 2025Q1: 17,669 shares; 2025Q2: 18,483 shares; 2025Q3: 15,984 shares; 2025Q4: 23,914 shares; 2026Q1: 24,679 shares; 2026Q2: 23,951 shares 23,951 $5.71M 0.36% -728 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,978 shares; 2024Q4: 31,530 shares; 2025Q1: 30,968 shares; 2025Q2: 28,494 shares; 2025Q3: 27,535 shares; 2025Q4: 26,681 shares; 2026Q1: 26,096 shares; 2026Q2: 32,213 shares 32,213 $5.3M 0.34% +6,117 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,398 shares; 2024Q4: 22,827 shares; 2025Q1: 13,002 shares; 2025Q2: 11,836 shares; 2025Q3: 12,440 shares; 2025Q4: 13,304 shares; 2026Q1: 13,454 shares; 2026Q2: 12,435 shares 12,435 $5.23M 0.33% -1,019 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,410 shares; 2024Q4: 89,272 shares; 2025Q1: 79,001 shares; 2025Q2: 126,419 shares; 2025Q3: 121,553 shares; 2025Q4: 118,054 shares; 2026Q1: 111,369 shares; 2026Q2: 107,492 shares 107,492 $4.7M 0.3% -3,877 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,182 shares; 2024Q4: 17,802 shares; 2025Q1: 24,747 shares; 2025Q2: 20,573 shares; 2025Q3: 19,662 shares; 2025Q4: 19,479 shares; 2026Q1: 19,149 shares; 2026Q2: 18,347 shares 18,347 $4.46M 0.28% -802 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 3,878 shares; 2026Q1: 5,998 shares; 2026Q2: 3,742 shares 3,742 $4.32M 0.27% -2,256 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,898 shares; 2024Q4: 8,558 shares; 2025Q1: 9,898 shares; 2025Q2: 8,875 shares; 2025Q3: 9,751 shares; 2025Q4: 10,744 shares; 2026Q1: 12,103 shares; 2026Q2: 11,771 shares 11,771 $4.21M 0.27% -332 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; 2024Q3: 35,501 shares; 2024Q4: 35,504 shares; 2025Q1: 35,547 shares; 2025Q2: 34,735 shares; 2025Q3: 34,752 shares; 2025Q4: 28,783 shares; 2026Q1: 28,814 shares; 2026Q2: 28,805 shares 28,805 $4.17M 0.26% -9 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,861 shares; 2024Q4: 12,887 shares; 2025Q1: 13,283 shares; 2025Q2: 13,358 shares; 2025Q3: 13,687 shares; 2025Q4: 11,847 shares; 2026Q1: 12,097 shares; 2026Q2: 12,006 shares 12,006 $3.93M 0.25% -91 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,873 shares; 2024Q4: 64,106 shares; 2025Q1: 56,901 shares; 2025Q2: 55,736 shares; 2025Q3: 53,350 shares; 2025Q4: 52,519 shares; 2026Q1: 49,694 shares; 2026Q2: 46,561 shares 46,561 $3.86M 0.24% -3,133 Timeline AVDE 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; 2024Q3: 47,924 shares; 2024Q4: 63,874 shares; 2025Q1: 50,366 shares; 2025Q2: 49,829 shares; 2025Q3: 45,086 shares; 2025Q4: 45,127 shares; 2026Q1: 43,599 shares; 2026Q2: 43,202 shares 43,202 $3.85M 0.24% -397 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,120 shares; 2024Q4: 57,278 shares; 2025Q1: 55,171 shares; 2025Q2: 48,583 shares; 2025Q3: 44,877 shares; 2025Q4: 43,370 shares; 2026Q1: 40,720 shares; 2026Q2: 53,780 shares 53,780 $3.83M 0.24% +13,060 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,480 shares; 2024Q4: 8,984 shares; 2025Q1: 12,624 shares; 2025Q2: 11,380 shares; 2025Q3: 11,023 shares; 2025Q4: 10,976 shares; 2026Q1: 10,612 shares; 2026Q2: 10,437 shares 10,437 $3.82M 0.24% -175 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,650 shares; 2024Q4: 6,565 shares; 2025Q1: 6,364 shares; 2025Q2: 6,046 shares; 2025Q3: 9,495 shares; 2025Q4: 9,152 shares; 2026Q1: 9,520 shares; 2026Q2: 9,725 shares 9,725 $3.6M 0.23% +205 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,750 shares; 2024Q4: 40,730 shares; 2025Q1: 35,948 shares; 2025Q2: 32,117 shares; 2025Q3: 31,486 shares; 2025Q4: 30,207 shares; 2026Q1: 28,280 shares; 2026Q2: 29,804 shares 29,804 $3.37M 0.21% +1,524 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,182 shares; 2024Q4: 82,550 shares; 2025Q1: 82,550 shares; 2025Q2: 82,750 shares; 2025Q3: 82,750 shares; 2025Q4: 82,750 shares; 2026Q1: 88,297 shares; 2026Q2: 91,540 shares 91,540 $3.34M 0.21% +3,243 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,065 shares; 2024Q4: 48,934 shares; 2025Q1: 45,813 shares; 2025Q2: 51,237 shares; 2025Q3: 51,109 shares; 2025Q4: 51,436 shares; 2026Q1: 55,561 shares; 2026Q2: 54,943 shares 54,943 $3.28M 0.21% -618 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; 2024Q3: 1,851 shares; 2024Q4: 1,853 shares; 2025Q1: 8,967 shares; 2025Q2: 9,847 shares; 2025Q3: 9,503 shares; 2025Q4: 9,533 shares; 2026Q1: 9,492 shares; 2026Q2: 10,636 shares 10,636 $3.22M 0.2% +1,144 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: 4,496 shares; 2025Q1: 4,332 shares; 2025Q2: 4,126 shares; 2025Q3: 4,141 shares; 2025Q4: 4,135 shares; 2026Q1: 4,145 shares; 2026Q2: 4,237 shares 4,237 $3.17M 0.2% +92 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,337 shares; 2024Q4: 4,201 shares; 2025Q1: 4,370 shares; 2025Q2: 4,757 shares; 2025Q3: 4,996 shares; 2025Q4: 5,537 shares; 2026Q1: 5,626 shares; 2026Q2: 5,355 shares 5,355 $3.02M 0.19% -271 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,157 shares; 2024Q4: 13,970 shares; 2025Q1: 11,527 shares; 2025Q2: 11,642 shares; 2025Q3: 11,491 shares; 2025Q4: 11,601 shares; 2026Q1: 11,646 shares; 2026Q2: 40,548 shares 40,548 $2.97M 0.19% +28,902 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,126 shares; 2024Q4: 3,167 shares; 2025Q1: 3,077 shares; 2025Q2: 3,147 shares; 2025Q3: 3,380 shares; 2025Q4: 3,459 shares; 2026Q1: 4,295 shares; 2026Q2: 4,223 shares 4,223 $2.9M 0.18% -72 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 647,091 shares; 2024Q4: 72,378 shares; 2025Q1: 41,639 shares; 2025Q2: 37,389 shares; 2025Q3: 38,143 shares; 2025Q4: 35,229 shares; 2026Q1: 33,726 shares; 2026Q2: 90,684 shares 90,684 $2.76M 0.17% +56,958 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,341 shares; 2024Q4: 35,534 shares; 2025Q1: 34,804 shares; 2025Q2: 35,143 shares; 2025Q3: 34,817 shares; 2025Q4: 34,474 shares; 2026Q1: 34,827 shares; 2026Q2: 32,906 shares 32,906 $2.76M 0.17% -1,921 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,507 shares; 2024Q4: 5,453 shares; 2025Q1: 5,464 shares; 2025Q2: 5,804 shares; 2025Q3: 6,089 shares; 2025Q4: 3,605 shares; 2026Q1: 3,841 shares; 2026Q2: 3,807 shares 3,807 $2.75M 0.17% -34 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,032 shares; 2024Q4: 26,354 shares; 2025Q1: 20,954 shares; 2025Q2: 20,239 shares; 2025Q3: 18,885 shares; 2025Q4: 18,285 shares; 2026Q1: 17,883 shares; 2026Q2: 17,498 shares 17,498 $2.7M 0.17% -385 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,561 shares; 2024Q4: 42,884 shares; 2025Q1: 43,327 shares; 2025Q2: 44,322 shares; 2025Q3: 43,213 shares; 2025Q4: 45,369 shares; 2026Q1: 43,987 shares; 2026Q2: 44,208 shares 44,208 $2.52M 0.16% +221 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,754 shares; 2024Q4: 3,306 shares; 2025Q1: 3,559 shares; 2025Q2: 3,498 shares; 2025Q3: 3,616 shares; 2025Q4: 3,123 shares; 2026Q1: 3,207 shares; 2026Q2: 3,329 shares 3,329 $2.49M 0.16% +122 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,540 shares; 2024Q4: 15,645 shares; 2025Q1: 14,542 shares; 2025Q2: 13,900 shares; 2025Q3: 13,199 shares; 2025Q4: 12,882 shares; 2026Q1: 10,658 shares; 2026Q2: 10,575 shares 10,575 $2.34M 0.15% -83 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,693 shares; 2024Q4: 5,703 shares; 2025Q1: 5,730 shares; 2025Q2: 5,775 shares; 2025Q3: 5,729 shares; 2025Q4: 5,830 shares; 2026Q1: 5,658 shares; 2026Q2: 5,560 shares 5,560 $2.21M 0.14% -98 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,832 shares; 2024Q4: 2,843 shares; 2025Q1: 3,254 shares; 2025Q2: 3,788 shares; 2025Q3: 4,146 shares; 2025Q4: 5,079 shares; 2026Q1: 6,009 shares; 2026Q2: 5,745 shares 5,745 $2.17M 0.14% -264 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,205 shares; 2024Q4: 26,205 shares; 2025Q1: 26,205 shares; 2025Q2: 26,205 shares; 2025Q3: 24,088 shares; 2025Q4: 24,117 shares; 2026Q1: 24,118 shares; 2026Q2: 25,438 shares 25,438 $2.08M 0.13% +1,320 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,189 shares; 2024Q4: 2,234 shares; 2025Q1: 2,087 shares; 2025Q2: 2,147 shares; 2025Q3: 2,053 shares; 2025Q4: 2,107 shares; 2026Q1: 2,047 shares; 2026Q2: 16,227 shares 16,227 $1.94M 0.12% +14,180 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,662 shares; 2024Q4: 9,015 shares; 2025Q1: 12,626 shares; 2025Q2: 15,491 shares; 2025Q3: 17,746 shares; 2025Q4: 17,713 shares; 2026Q1: 18,184 shares; 2026Q2: 16,443 shares 16,443 $1.92M 0.12% -1,741 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,464 shares; 2024Q4: 10,474 shares; 2025Q1: 9,425 shares; 2025Q2: 9,512 shares; 2025Q3: 10,556 shares; 2025Q4: 13,461 shares; 2026Q1: 13,781 shares; 2026Q2: 13,655 shares 13,655 $1.91M 0.12% -126 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,629 shares; 2024Q4: 8,598 shares; 2025Q1: 9,587 shares; 2025Q2: 9,960 shares; 2025Q3: 10,252 shares; 2025Q4: 12,649 shares; 2026Q1: 17,059 shares; 2026Q2: 15,975 shares 15,975 $1.81M 0.11% -1,084 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,092 shares; 2024Q4: 3,115 shares; 2025Q1: 3,204 shares; 2025Q2: 3,382 shares; 2025Q3: 4,718 shares; 2025Q4: 4,661 shares; 2026Q1: 4,669 shares; 2026Q2: 5,102 shares 5,102 $1.8M 0.11% +433 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,330 shares; 2024Q4: 7,140 shares; 2025Q1: 7,934 shares; 2025Q2: 6,248 shares; 2025Q3: 5,616 shares; 2025Q4: 5,501 shares; 2026Q1: 5,002 shares; 2026Q2: 5,664 shares 5,664 $1.73M 0.11% +662 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 3,149 shares; 2025Q2: 3,577 shares; 2025Q3: 3,438 shares; 2025Q4: 3,388 shares; 2026Q1: 3,339 shares; 2026Q2: 13,276 shares 13,276 $1.65M 0.1% +9,937 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,545 shares; 2024Q4: 18,119 shares; 2025Q1: 22,775 shares; 2025Q2: 30,075 shares; 2025Q3: 36,879 shares; 2025Q4: 36,425 shares; 2026Q1: 33,510 shares; 2026Q2: 32,406 shares 32,406 $1.62M 0.1% -1,104 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,523 shares; 2024Q4: not reported; 2025Q1: 24,039 shares; 2025Q2: 23,677 shares; 2025Q3: 62,579 shares; 2025Q4: 62,531 shares; 2026Q1: 62,207 shares; 2026Q2: 62,451 shares 62,451 $1.56M 0.1% +244 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,070 shares; 2024Q4: 38,036 shares; 2025Q1: 34,945 shares; 2025Q2: 32,455 shares; 2025Q3: 31,408 shares; 2025Q4: 31,066 shares; 2026Q1: 27,264 shares; 2026Q2: 60,983 shares 60,983 $1.56M 0.1% +33,719 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,044 shares; 2024Q4: 30,013 shares; 2025Q1: 23,107 shares; 2025Q2: 22,909 shares; 2025Q3: 19,881 shares; 2025Q4: 19,431 shares; 2026Q1: 18,893 shares; 2026Q2: 18,809 shares 18,809 $1.55M 0.1% -84 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739 shares; 2024Q4: 883 shares; 2025Q1: 968 shares; 2025Q2: 984 shares; 2025Q3: 1,083 shares; 2025Q4: 1,254 shares; 2026Q1: 1,324 shares; 2026Q2: 1,288 shares 1,288 $1.55M 0.1% -36 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 608 shares; 2026Q2: 647 shares 647 $1.47M 0.09% +39 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,595 shares; 2025Q2: 4,389 shares; 2025Q3: 3,908 shares; 2025Q4: 3,864 shares; 2026Q1: 3,858 shares; 2026Q2: 3,363 shares 3,363 $1.46M 0.09% -495 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 1,925 shares; 2025Q1: 2,386 shares; 2025Q2: 3,158 shares; 2025Q3: 3,193 shares; 2025Q4: 3,600 shares; 2026Q1: 4,189 shares; 2026Q2: 2,870 shares 2,870 $1.44M 0.09% -1,319 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426,440 shares; 2024Q4: 95,646 shares; 2025Q1: 38,466 shares; 2025Q2: 37,659 shares; 2025Q3: 38,074 shares; 2025Q4: 36,336 shares; 2026Q1: 31,278 shares; 2026Q2: 29,573 shares 29,573 $1.43M 0.09% -1,705 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,854 shares; 2024Q4: 33,422 shares; 2025Q1: 33,422 shares; 2025Q2: 28,593 shares; 2025Q3: 28,556 shares; 2025Q4: 28,587 shares; 2026Q1: 29,295 shares; 2026Q2: 28,510 shares 28,510 $1.37M 0.09% -785 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,737 shares; 2025Q3: 1,821 shares; 2025Q4: 1,952 shares; 2026Q1: 2,167 shares; 2026Q2: 2,279 shares 2,279 $1.32M 0.08% +112 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,294 shares; 2024Q4: 28,857 shares; 2025Q1: 25,287 shares; 2025Q2: 17,015 shares; 2025Q3: 14,515 shares; 2025Q4: 13,581 shares; 2026Q1: 14,825 shares; 2026Q2: 14,440 shares 14,440 $1.32M 0.08% -385 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,746 shares; 2024Q4: 6,516 shares; 2025Q1: 10,459 shares; 2025Q2: 11,743 shares; 2025Q3: 14,392 shares; 2025Q4: 14,145 shares; 2026Q1: 14,032 shares; 2026Q2: 12,333 shares 12,333 $1.27M 0.08% -1,699 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,978 shares; 2025Q2: 5,717 shares; 2025Q3: 9,147 shares; 2025Q4: 12,330 shares; 2026Q1: 12,933 shares; 2026Q2: 11,630 shares 11,630 $1.25M 0.08% -1,303 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,754 shares; 2025Q2: 13,726 shares; 2025Q3: 17,278 shares; 2025Q4: 22,617 shares; 2026Q1: 22,187 shares; 2026Q2: 22,008 shares 22,008 $1.24M 0.08% -179 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 448 shares; 2025Q1: 454 shares; 2025Q2: 463 shares; 2025Q3: 466 shares; 2025Q4: 470 shares; 2026Q1: 1,191 shares; 2026Q2: 1,172 shares 1,172 $1.22M 0.08% -19 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: not reported; 2025Q1: 2,046 shares; 2025Q2: 2,070 shares; 2025Q3: 2,104 shares; 2025Q4: 2,081 shares; 2026Q1: 2,581 shares; 2026Q2: 11,486 shares 11,486 $1.14M 0.07% +8,905 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,852 shares; 2024Q4: 2,824 shares; 2025Q1: 3,345 shares; 2025Q2: 3,502 shares; 2025Q3: 3,692 shares; 2025Q4: 4,285 shares; 2026Q1: 4,608 shares; 2026Q2: 4,395 shares 4,395 $1.12M 0.07% -213 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; 2024Q3: 398 shares; 2024Q4: 386 shares; 2025Q1: 426 shares; 2025Q2: 403 shares; 2025Q3: 367 shares; 2025Q4: 361 shares; 2026Q1: 509 shares; 2026Q2: 560 shares 560 $1.11M 0.07% +51 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,186 shares; 2024Q4: 23,584 shares; 2025Q1: 23,187 shares; 2025Q2: 21,213 shares; 2025Q3: 18,121 shares; 2025Q4: 16,329 shares; 2026Q1: 14,834 shares; 2026Q2: 14,503 shares 14,503 $1.11M 0.07% -331 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,845 shares; 2026Q2: 45,845 shares 45,845 $1.07M 0.07% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,361 shares; 2025Q4: 30,365 shares; 2026Q1: 30,105 shares; 2026Q2: 30,067 shares 30,067 $1.07M 0.07% -38 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,386 shares; 2026Q2: 23,386 shares 23,386 $1.06M 0.07% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 935 shares; 2026Q2: 989 shares 989 $1.05M 0.07% +54 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,274 shares; 2024Q4: 80,374 shares; 2025Q1: 28,398 shares; 2025Q2: 13,422 shares; 2025Q3: 12,625 shares; 2025Q4: 23,467 shares; 2026Q1: 20,622 shares; 2026Q2: 19,666 shares 19,666 $1.04M 0.07% -956 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,393 shares; 2024Q4: 12,361 shares; 2025Q1: 12,388 shares; 2025Q2: 12,363 shares; 2025Q3: 12,363 shares; 2025Q4: 12,361 shares; 2026Q1: 16,665 shares; 2026Q2: 16,665 shares 16,665 $1.04M 0.07% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 2,116 shares; 2026Q1: 2,170 shares; 2026Q2: 1,625 shares 1,625 $1.04M 0.07% -545 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,455 shares; 2025Q1: 2,461 shares; 2025Q2: 2,427 shares; 2025Q3: 2,446 shares; 2025Q4: 2,439 shares; 2026Q1: 2,526 shares; 2026Q2: 2,531 shares 2,531 $1.04M 0.07% +5 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,379 shares; 2025Q4: 20,379 shares; 2026Q1: 20,373 shares; 2026Q2: 20,373 shares 20,373 $1.02M 0.06% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,333 shares; 2024Q4: 15,335 shares; 2025Q1: 15,337 shares; 2025Q2: 14,516 shares; 2025Q3: 14,516 shares; 2025Q4: 14,516 shares; 2026Q1: 14,516 shares; 2026Q2: 14,516 shares 14,516 $1.01M 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 453 shares; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 453 shares; 2026Q2: 1,593 shares 1,593 $1.01M 0.06% +1,140 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,654 shares; 2024Q4: 17,655 shares; 2025Q1: 17,655 shares; 2025Q2: 17,426 shares; 2025Q3: 17,426 shares; 2025Q4: 17,426 shares; 2026Q1: 17,426 shares; 2026Q2: 17,426 shares 17,426 $959K 0.06% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,990 shares; 2024Q4: 5,993 shares; 2025Q1: 6,038 shares; 2025Q2: 5,583 shares; 2025Q3: 10,140 shares; 2025Q4: 10,241 shares; 2026Q1: 10,216 shares; 2026Q2: 11,044 shares 11,044 $944K 0.06% +828 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,501 shares; 2026Q2: 56,421 shares 56,421 $921K 0.06% -80 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,840 shares; 2026Q1: 37,840 shares; 2026Q2: 37,840 shares 37,840 $905K 0.06% 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; 2024Q3: 6,851 shares; 2024Q4: 6,079 shares; 2025Q1: 4,892 shares; 2025Q2: 4,942 shares; 2025Q3: 4,942 shares; 2025Q4: 4,940 shares; 2026Q1: 5,302 shares; 2026Q2: 5,313 shares 5,313 $873K 0.06% +11 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,965 shares; 2024Q4: 19,923 shares; 2025Q1: 19,924 shares; 2025Q2: 18,188 shares; 2025Q3: 15,680 shares; 2025Q4: 15,816 shares; 2026Q1: 15,872 shares; 2026Q2: 15,987 shares 15,987 $857K 0.05% +115 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,456 shares; 2024Q4: 12,442 shares; 2025Q1: 11,086 shares; 2025Q2: 14,438 shares; 2025Q3: 20,029 shares; 2025Q4: 20,306 shares; 2026Q1: 21,896 shares; 2026Q2: 18,072 shares 18,072 $857K 0.05% -3,824 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,159 shares; 2024Q4: 5,496 shares; 2025Q1: 5,643 shares; 2025Q2: 5,567 shares; 2025Q3: 5,703 shares; 2025Q4: 6,489 shares; 2026Q1: 7,522 shares; 2026Q2: 7,283 shares 7,283 $856K 0.05% -239 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,982 shares; 2024Q4: 3,699 shares; 2025Q1: 4,588 shares; 2025Q2: 4,039 shares; 2025Q3: 4,937 shares; 2025Q4: 5,970 shares; 2026Q1: 6,263 shares; 2026Q2: 6,227 shares 6,227 $851K 0.05% -36 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,328 shares; 2024Q4: 13,106 shares; 2025Q1: 11,622 shares; 2025Q2: 15,399 shares; 2025Q3: 20,961 shares; 2025Q4: 21,218 shares; 2026Q1: 20,212 shares; 2026Q2: 17,891 shares 17,891 $849K 0.05% -2,321 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,468 shares; 2025Q1: 1,622 shares; 2025Q2: 1,969 shares; 2025Q3: 1,950 shares; 2025Q4: 2,202 shares; 2026Q1: 2,187 shares; 2026Q2: 2,428 shares 2,428 $833K 0.05% +241 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,859 shares; 2025Q4: 3,438 shares; 2026Q1: 3,467 shares; 2026Q2: 3,297 shares 3,297 $812K 0.05% -170 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,393 shares; 2024Q4: 2,362 shares; 2025Q1: 2,616 shares; 2025Q2: 2,649 shares; 2025Q3: 2,792 shares; 2025Q4: 2,954 shares; 2026Q1: 3,011 shares; 2026Q2: 3,190 shares 3,190 $803K 0.05% +179 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 480 shares; 2025Q1: 509 shares; 2025Q2: 557 shares; 2025Q3: 564 shares; 2025Q4: 632 shares; 2026Q1: 772 shares; 2026Q2: 782 shares 782 $790K 0.05% +10 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,603 shares; 2026Q1: 16,603 shares; 2026Q2: 16,603 shares 16,603 $787K 0.05% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,003 shares; 2024Q4: 8,003 shares; 2025Q1: 8,003 shares; 2025Q2: 7,981 shares; 2025Q3: 7,981 shares; 2025Q4: 7,981 shares; 2026Q1: 7,831 shares; 2026Q2: 7,831 shares 7,831 $770K 0.05% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,049 shares; 2024Q4: 2,061 shares; 2025Q1: 2,297 shares; 2025Q2: 2,086 shares; 2025Q3: 2,607 shares; 2025Q4: 2,802 shares; 2026Q1: 5,147 shares; 2026Q2: 4,572 shares 4,572 $758K 0.05% -575 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,575 shares; 2024Q4: 20,575 shares; 2025Q1: 20,275 shares; 2025Q2: 20,149 shares; 2025Q3: 20,149 shares; 2025Q4: 19,897 shares; 2026Q1: 21,496 shares; 2026Q2: 20,881 shares 20,881 $757K 0.05% -615 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 11,788 shares; 2025Q1: 11,257 shares; 2025Q2: 9,443 shares; 2025Q3: 9,733 shares; 2025Q4: 10,046 shares; 2026Q1: 10,108 shares; 2026Q2: 9,780 shares 9,780 $754K 0.05% -328 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,721 shares; 2026Q1: 2,365 shares; 2026Q2: 4,347 shares 4,347 $735K 0.05% +1,982 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 2,184 shares; 2025Q1: 2,231 shares; 2025Q2: 2,200 shares; 2025Q3: 2,228 shares; 2025Q4: 2,275 shares; 2026Q1: 2,652 shares; 2026Q2: 3,386 shares 3,386 $733K 0.05% +734 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,365 shares; 2024Q4: 16,067 shares; 2025Q1: 15,112 shares; 2025Q2: 12,120 shares; 2025Q3: 11,348 shares; 2025Q4: 10,720 shares; 2026Q1: 9,549 shares; 2026Q2: 9,422 shares 9,422 $715K 0.05% -127 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763 shares; 2024Q4: 2,763 shares; 2025Q1: 2,881 shares; 2025Q2: 2,881 shares; 2025Q3: 2,822 shares; 2025Q4: 3,020 shares; 2026Q1: 3,090 shares; 2026Q2: 3,167 shares 3,167 $706K 0.04% +77 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,491 shares; 2024Q4: 3,370 shares; 2025Q1: 3,498 shares; 2025Q2: 3,680 shares; 2025Q3: 3,545 shares; 2025Q4: 3,813 shares; 2026Q1: 3,391 shares; 2026Q2: 3,741 shares 3,741 $691K 0.04% +350 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,765 shares; 2024Q4: 7,558 shares; 2025Q1: 9,493 shares; 2025Q2: 9,832 shares; 2025Q3: 10,992 shares; 2025Q4: 11,678 shares; 2026Q1: 12,994 shares; 2026Q2: 13,502 shares 13,502 $689K 0.04% +508 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,493 shares; 2024Q4: 2,600 shares; 2025Q1: 2,652 shares; 2025Q2: 2,774 shares; 2025Q3: 2,843 shares; 2025Q4: 3,358 shares; 2026Q1: 3,291 shares; 2026Q2: 4,589 shares 4,589 $673K 0.04% +1,298 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,041 shares; 2025Q2: 6,640 shares; 2025Q3: 7,716 shares; 2025Q4: 7,710 shares; 2026Q1: 7,317 shares; 2026Q2: 9,132 shares 9,132 $670K 0.04% +1,815 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares; 2026Q2: 7,327 shares 7,327 $668K 0.04% +327 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; 2024Q3: 354 shares; 2024Q4: not reported; 2025Q1: 1,428 shares; 2025Q2: 1,219 shares; 2025Q3: 1,334 shares; 2025Q4: 1,535 shares; 2026Q1: 1,528 shares; 2026Q2: 1,587 shares 1,587 $660K 0.04% +59 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 583 shares; 2025Q1: 567 shares; 2025Q2: 565 shares; 2025Q3: 567 shares; 2025Q4: 573 shares; 2026Q1: 542 shares; 2026Q2: 552 shares 552 $626K 0.04% +10 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,236 shares; 2025Q1: 4,305 shares; 2025Q2: 4,265 shares; 2025Q3: 4,612 shares; 2025Q4: 5,409 shares; 2026Q1: 5,232 shares; 2026Q2: 4,443 shares 4,443 $602K 0.04% -789 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: 780 shares; 2026Q1: 1,068 shares; 2026Q2: 1,218 shares 1,218 $582K 0.04% +150 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,434 shares; 2024Q4: 14,693 shares; 2025Q1: 11,864 shares; 2025Q2: 11,423 shares; 2025Q3: 13,201 shares; 2025Q4: 12,914 shares; 2026Q1: 13,092 shares; 2026Q2: 10,517 shares 10,517 $575K 0.04% -2,575 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 1,636 shares; 2025Q1: 1,852 shares; 2025Q2: 1,770 shares; 2025Q3: 1,838 shares; 2025Q4: 1,954 shares; 2026Q1: 2,203 shares; 2026Q2: 2,073 shares 2,073 $560K 0.04% -130 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,095 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,861 shares; 2026Q1: 3,350 shares; 2026Q2: 5,279 shares 5,279 $549K 0.03% +1,929 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 2,398 shares; 2025Q4: 3,880 shares; 2026Q1: 3,816 shares; 2026Q2: 4,686 shares 4,686 $547K 0.03% +870 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 970 shares; 2025Q4: 1,272 shares; 2026Q1: 1,795 shares; 2026Q2: 1,458 shares 1,458 $537K 0.03% -337 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 519 shares; 2025Q1: 648 shares; 2025Q2: 737 shares; 2025Q3: 770 shares; 2025Q4: 6,724 shares; 2026Q1: 7,422 shares; 2026Q2: 7,358 shares 7,358 $525K 0.03% -64 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,157 shares; 2025Q4: 2,981 shares; 2026Q1: not reported; 2026Q2: 6,580 shares 6,580 $520K 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; 2024Q3: 2,767 shares; 2024Q4: 2,702 shares; 2025Q1: 3,020 shares; 2025Q2: 2,785 shares; 2025Q3: 3,182 shares; 2025Q4: 4,361 shares; 2026Q1: 4,426 shares; 2026Q2: 4,045 shares 4,045 $520K 0.03% -381 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,092 shares; 2025Q2: 4,517 shares; 2025Q3: 4,220 shares; 2025Q4: 5,507 shares; 2026Q1: 5,998 shares; 2026Q2: 6,332 shares 6,332 $515K 0.03% +334 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; 2024Q3: 8,811 shares; 2024Q4: 8,675 shares; 2025Q1: 8,739 shares; 2025Q2: 8,032 shares; 2025Q3: 8,022 shares; 2025Q4: 8,019 shares; 2026Q1: 7,778 shares; 2026Q2: 7,467 shares 7,467 $504K 0.03% -311 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,965 shares; 2024Q4: 11,482 shares; 2025Q1: 11,400 shares; 2025Q2: 11,837 shares; 2025Q3: 11,787 shares; 2025Q4: 11,320 shares; 2026Q1: 9,705 shares; 2026Q2: 6,075 shares 6,075 $503K 0.03% -3,630 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835 shares; 2024Q4: 828 shares; 2025Q1: 855 shares; 2025Q2: 644 shares; 2025Q3: 654 shares; 2025Q4: 644 shares; 2026Q1: 1,000 shares; 2026Q2: 987 shares 987 $503K 0.03% -13 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,935 shares 2,935 $501K 0.03% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,748 shares; 2025Q2: 8,952 shares; 2025Q3: 11,255 shares; 2025Q4: 11,231 shares; 2026Q1: 10,589 shares; 2026Q2: 9,283 shares 9,283 $484K 0.03% -1,306 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,579 shares; 2024Q4: 2,766 shares; 2025Q1: 3,126 shares; 2025Q2: 2,641 shares; 2025Q3: 2,817 shares; 2025Q4: 3,406 shares; 2026Q1: 2,894 shares; 2026Q2: 3,260 shares 3,260 $478K 0.03% +366 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,273 shares; 2025Q3: 2,215 shares; 2025Q4: 3,432 shares; 2026Q1: 4,221 shares; 2026Q2: 4,772 shares 4,772 $478K 0.03% +551 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,011 shares; 2025Q1: 13,041 shares; 2025Q2: 13,078 shares; 2025Q3: 13,120 shares; 2025Q4: 13,164 shares; 2026Q1: 13,284 shares; 2026Q2: 12,660 shares 12,660 $467K 0.03% -624 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,551 shares; 2025Q1: 7,604 shares; 2025Q2: 7,687 shares; 2025Q3: 8,572 shares; 2025Q4: 8,691 shares; 2026Q1: 8,436 shares; 2026Q2: 5,500 shares 5,500 $455K 0.03% -2,936 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,981 shares; 2025Q1: 10,053 shares; 2025Q2: 9,530 shares; 2025Q3: 13,043 shares; 2025Q4: 13,236 shares; 2026Q1: 14,305 shares; 2026Q2: 13,336 shares 13,336 $451K 0.03% -969 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,090 shares; 2024Q4: 13,334 shares; 2025Q1: 12,634 shares; 2025Q2: 12,634 shares; 2025Q3: 12,634 shares; 2025Q4: 12,634 shares; 2026Q1: 12,178 shares; 2026Q2: 12,178 shares 12,178 $449K 0.03% 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; 2024Q3: not reported; 2024Q4: 19,222 shares; 2025Q1: 20,100 shares; 2025Q2: 20,252 shares; 2025Q3: 20,402 shares; 2025Q4: 20,618 shares; 2026Q1: 21,848 shares; 2026Q2: 19,252 shares 19,252 $439K 0.03% -2,596 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 1,772 shares; 2025Q1: 1,295 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,271 shares; 2026Q1: 1,329 shares; 2026Q2: 5,318 shares 5,318 $428K 0.03% +3,989 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: 687 shares; 2025Q1: 690 shares; 2025Q2: 723 shares; 2025Q3: 701 shares; 2025Q4: 937 shares; 2026Q1: 949 shares; 2026Q2: 840 shares 840 $428K 0.03% -109 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 835 shares; 2025Q4: 1,007 shares; 2026Q1: 1,317 shares; 2026Q2: 1,484 shares 1,484 $417K 0.03% +167 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,258 shares; 2024Q4: 5,240 shares; 2025Q1: 5,252 shares; 2025Q2: 4,865 shares; 2025Q3: 4,304 shares; 2025Q4: 4,284 shares; 2026Q1: 4,453 shares; 2026Q2: 4,473 shares 4,473 $406K 0.03% +20 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 534 shares 534 $405K 0.03% -7 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: 1,676 shares; 2025Q1: 1,698 shares; 2025Q2: 1,708 shares; 2025Q3: 1,766 shares; 2025Q4: 1,946 shares; 2026Q1: 1,972 shares; 2026Q2: 1,899 shares 1,899 $404K 0.03% -73 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933 shares; 2024Q4: 1,045 shares; 2025Q1: 1,250 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,150 shares; 2026Q1: 1,032 shares; 2026Q2: 1,025 shares 1,025 $404K 0.03% -7 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,641 shares; 2024Q4: 4,641 shares; 2025Q1: 4,514 shares; 2025Q2: 4,032 shares; 2025Q3: 4,029 shares; 2025Q4: 4,023 shares; 2026Q1: 3,582 shares; 2026Q2: 3,383 shares 3,383 $403K 0.03% -199 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908 shares; 2024Q4: 904 shares; 2025Q1: 1,198 shares; 2025Q2: 1,149 shares; 2025Q3: 1,232 shares; 2025Q4: 1,560 shares; 2026Q1: 1,444 shares; 2026Q2: 1,277 shares 1,277 $400K 0.03% -167 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: 417 shares; 2025Q1: 470 shares; 2025Q2: 599 shares; 2025Q3: 623 shares; 2025Q4: 788 shares; 2026Q1: 604 shares; 2026Q2: 769 shares 769 $395K 0.02% +165 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,703 shares; 2025Q3: 2,503 shares; 2025Q4: 3,200 shares; 2026Q1: 3,258 shares; 2026Q2: 2,788 shares 2,788 $390K 0.02% -470 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,730 shares; 2026Q1: 1,737 shares; 2026Q2: 2,194 shares 2,194 $387K 0.02% +457 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,274 shares 1,274 $384K 0.02% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,284 shares; 2026Q1: 7,284 shares; 2026Q2: 7,284 shares 7,284 $374K 0.02% 0 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: not reported; 2025Q1: 5,396 shares; 2025Q2: 5,484 shares; 2025Q3: 5,243 shares; 2025Q4: 5,274 shares; 2026Q1: 5,678 shares; 2026Q2: 5,614 shares 5,614 $371K 0.02% -64 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,201 shares; 2025Q4: 1,701 shares; 2026Q1: 1,838 shares; 2026Q2: 1,948 shares 1,948 $370K 0.02% +110 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,170 shares; 2025Q1: 18,265 shares; 2025Q2: 18,469 shares; 2025Q3: 13,588 shares; 2025Q4: 13,307 shares; 2026Q1: 11,870 shares; 2026Q2: 12,717 shares 12,717 $369K 0.02% +847 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 3,671 shares; 2025Q1: 3,809 shares; 2025Q2: 3,562 shares; 2025Q3: 3,452 shares; 2025Q4: 3,884 shares; 2026Q1: 4,624 shares; 2026Q2: 3,793 shares 3,793 $365K 0.02% -831 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 791 shares; 2025Q1: 813 shares; 2025Q2: 792 shares; 2025Q3: 851 shares; 2025Q4: 906 shares; 2026Q1: 1,137 shares; 2026Q2: 1,620 shares 1,620 $363K 0.02% +483 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,495 shares; 2026Q1: 1,659 shares; 2026Q2: 1,730 shares 1,730 $362K 0.02% +71 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares; 2026Q1: 1,260 shares; 2026Q2: 966 shares 966 $361K 0.02% -294 Timeline AIPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,650 shares 9,650 $359K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369 shares; 2026Q2: 302 shares 302 $355K 0.02% -67 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,457 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,337 shares; 2025Q4: 1,366 shares; 2026Q1: 1,614 shares; 2026Q2: 1,614 shares 1,614 $354K 0.02% 0 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,828 shares; 2024Q4: 9,525 shares; 2025Q1: 6,598 shares; 2025Q2: 7,269 shares; 2025Q3: 9,042 shares; 2025Q4: 9,029 shares; 2026Q1: 8,828 shares; 2026Q2: 7,959 shares 7,959 $346K 0.02% -869 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares; 2026Q2: 942 shares 942 $341K 0.02% +78 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; 2024Q3: 4,127 shares; 2024Q4: 11,613 shares; 2025Q1: 11,628 shares; 2025Q2: 11,912 shares; 2025Q3: 11,638 shares; 2025Q4: 11,852 shares; 2026Q1: 15,463 shares; 2026Q2: 11,585 shares 11,585 $341K 0.02% -3,878 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,611 shares; 2024Q4: 9,004 shares; 2025Q1: 8,896 shares; 2025Q2: 5,947 shares; 2025Q3: 5,255 shares; 2025Q4: 5,116 shares; 2026Q1: 6,106 shares; 2026Q2: 5,675 shares 5,675 $327K 0.02% -431 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,501 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,700 shares 5,700 $324K 0.02% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 2,583 shares; 2025Q3: 2,572 shares; 2025Q4: 2,748 shares; 2026Q1: 2,642 shares; 2026Q2: 2,705 shares 2,705 $322K 0.02% +63 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 330 shares 330 $318K 0.02% -250 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,099 shares; 2026Q1: 1,065 shares; 2026Q2: 931 shares 931 $317K 0.02% -134 Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,362 shares; 2024Q4: 18,862 shares; 2025Q1: 18,862 shares; 2025Q2: 18,862 shares; 2025Q3: 18,862 shares; 2025Q4: 17,564 shares; 2026Q1: 16,179 shares; 2026Q2: 16,179 shares 16,179 $316K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares; 2026Q1: 2,140 shares; 2026Q2: 1,826 shares 1,826 $310K 0.02% -314 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; 2024Q3: 7,578 shares; 2024Q4: 9,668 shares; 2025Q1: 6,793 shares; 2025Q2: 6,218 shares; 2025Q3: 5,485 shares; 2025Q4: 5,505 shares; 2026Q1: 5,516 shares; 2026Q2: 6,130 shares 6,130 $310K 0.02% +614 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,811 shares; 2026Q2: 11,174 shares 11,174 $310K 0.02% -1,637 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 673 shares; 2026Q2: 626 shares 626 $307K 0.02% -47 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 976 shares; 2025Q1: 1,105 shares; 2025Q2: 1,074 shares; 2025Q3: 1,029 shares; 2025Q4: 1,357 shares; 2026Q1: 1,509 shares; 2026Q2: 1,385 shares 1,385 $302K 0.02% -124 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,414 shares; 2026Q1: 17,655 shares; 2026Q2: 17,405 shares 17,405 $302K 0.02% -250 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: 575 shares; 2025Q4: 564 shares; 2026Q1: 596 shares; 2026Q2: 593 shares 593 $291K 0.02% -3 Timeline MAZE MAZE THERAPEUTICS INC More: the full row for MAZE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,030 shares; 2026Q1: 9,639 shares; 2026Q2: 9,630 shares 9,630 $287K 0.02% -9 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,766 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,944 shares; 2026Q1: 1,930 shares; 2026Q2: 1,930 shares 1,930 $286K 0.02% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,059 shares; 2026Q2: 6,004 shares 6,004 $285K 0.02% -55 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,517 shares; 2026Q2: 1,517 shares 1,517 $285K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,166 shares; 2025Q3: 1,158 shares; 2025Q4: 1,159 shares; 2026Q1: 1,204 shares; 2026Q2: 1,160 shares 1,160 $281K 0.02% -44 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: 594 shares; 2026Q2: 564 shares 564 $279K 0.02% -30 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,943 shares; 2026Q1: 5,943 shares; 2026Q2: 5,133 shares 5,133 $273K 0.02% -810 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,667 shares; 2026Q1: 3,639 shares; 2026Q2: 3,639 shares 3,639 $273K 0.02% 0 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; 2024Q3: 819 shares; 2024Q4: 766 shares; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 867 shares; 2025Q4: 863 shares; 2026Q1: 869 shares; 2026Q2: 724 shares 724 $272K 0.02% -145 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,811 shares; 2026Q2: 6,351 shares 6,351 $269K 0.02% +1,540 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,124 shares 6,124 $261K 0.02% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,428 shares; 2026Q2: 2,969 shares 2,969 $261K 0.02% -459 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,875 shares 8,875 $260K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,902 shares; 2025Q4: 8,902 shares; 2026Q1: 8,902 shares; 2026Q2: 8,902 shares 8,902 $258K 0.02% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,618 shares; 2024Q4: 5,905 shares; 2025Q1: not reported; 2025Q2: 4,328 shares; 2025Q3: 5,246 shares; 2025Q4: 5,294 shares; 2026Q1: 5,688 shares; 2026Q2: 5,488 shares 5,488 $258K 0.02% -200 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 865 shares 865 $258K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 681 shares; 2025Q3: 812 shares; 2025Q4: 820 shares; 2026Q1: 881 shares; 2026Q2: 810 shares 810 $257K 0.02% -71 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337 shares 337 $257K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,337 shares 1,337 $256K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,573 shares; 2026Q2: 8,035 shares 8,035 $255K 0.02% +462 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,305 shares; 2026Q1: 2,305 shares; 2026Q2: 2,305 shares 2,305 $254K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775 shares; 2026Q2: 1,830 shares 1,830 $252K 0.02% +55 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,386 shares 1,386 $251K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,608 shares 2,608 $250K 0.02% new Timeline SPDW 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 4,799 shares; 2026Q1: 4,799 shares; 2026Q2: 4,941 shares 4,941 $249K 0.02% +142 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $248K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares 722 $246K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162 shares; 2026Q2: 124 shares 124 $246K 0.02% -38 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 616 shares 616 $245K 0.02% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $242K 0.02% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares 375 $240K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 939 shares 939 $240K 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 992 shares 992 $235K 0.01% new Timeline NVII REX ETF TR More: the full row for REX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,700 shares 9,700 $232K 0.01% new Timeline EWX 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; 2024Q3: 3,612 shares; 2024Q4: 3,612 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,195 shares; 2025Q4: 3,071 shares; 2026Q1: 3,071 shares; 2026Q2: 3,071 shares 3,071 $228K 0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,410 shares; 2026Q2: 2,384 shares 2,384 $228K 0.01% -26 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,892 shares; 2024Q4: 1,815 shares; 2025Q1: 2,199 shares; 2025Q2: 2,132 shares; 2025Q3: 2,227 shares; 2025Q4: 2,128 shares; 2026Q1: 2,080 shares; 2026Q2: 2,486 shares 2,486 $226K 0.01% +406 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,816 shares; 2025Q4: 7,448 shares; 2026Q1: 4,566 shares; 2026Q2: 3,907 shares 3,907 $225K 0.01% -659 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,885 shares 2,885 $220K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 872 shares; 2026Q2: 646 shares 646 $218K 0.01% -226 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: not reported; 2025Q4: 5,472 shares; 2026Q1: 8,616 shares; 2026Q2: 6,544 shares 6,544 $218K 0.01% -2,072 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,558 shares; 2026Q1: 3,558 shares; 2026Q2: 3,558 shares 3,558 $216K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,508 shares; 2026Q2: 1,415 shares 1,415 $214K 0.01% -93 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,373 shares; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $212K 0.01% new Timeline SPEM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,080 shares 4,080 $211K 0.01% new Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,950 shares 2,950 $211K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 751 shares 751 $204K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,228 shares 2,228 $204K 0.01% new Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 63,185 shares; 2026Q1: 63,185 shares; 2026Q2: 63,185 shares 63,185 $190K 0.01% 0 Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,000 shares; 2025Q4: 85,000 shares; 2026Q1: 85,000 shares; 2026Q2: 85,000 shares 85,000 $81.4K 0.01% 0 Timeline BRR SILVIA INC More: the full row for SILVIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $15.4K <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,002 shares; 2026Q1: 18,002 shares; 2026Q2: 18,032 shares 18,032 $13.5K <0.01% +30 Timeline FFAI FARADAY FUTURE INTLGT ELEC I More: the full row for FARADAY FUTURE INTLGT ELEC I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 29,615 shares 29,615 $6.83K <0.01% +9,615 Timeline