NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103,783 shares; 2025Q1: 111,043 shares; 2025Q2: 109,870 shares; 2025Q3: 97,239 shares; 2025Q4: 99,518 shares; 2026Q1: 173,962 shares; 2026Q2: 153,431 shares 153,431 $30.7M 12.5% -20,531 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 loaded; 2024Q4: 24,231 shares; 2025Q1: 28,741 shares; 2025Q2: 29,193 shares; 2025Q3: 30,290 shares; 2025Q4: 31,131 shares; 2026Q1: 30,198 shares; 2026Q2: 29,117 shares 29,117 $11.9M 4.85% -1,081 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,469 shares; 2025Q1: 26,742 shares; 2025Q2: 34,353 shares; 2025Q3: 36,471 shares; 2025Q4: 37,608 shares; 2026Q1: 44,876 shares; 2026Q2: 46,489 shares 46,489 $9.89M 4.03% +1,613 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: not loaded; 2024Q4: 14,816 shares; 2025Q1: 15,516 shares; 2025Q2: 12,655 shares; 2025Q3: 23,568 shares; 2025Q4: 25,592 shares; 2026Q1: 26,232 shares; 2026Q2: 27,988 shares 27,988 $8.1M 3.3% +1,756 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: not loaded; 2024Q4: 31,570 shares; 2025Q1: 32,587 shares; 2025Q2: 46,589 shares; 2025Q3: 53,168 shares; 2025Q4: 74,451 shares; 2026Q1: 84,051 shares; 2026Q2: 93,362 shares 93,362 $7.98M 3.25% +9,311 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: not loaded; 2024Q4: 12,504 shares; 2025Q1: 13,536 shares; 2025Q2: 13,628 shares; 2025Q3: 13,741 shares; 2025Q4: 15,229 shares; 2026Q1: 16,052 shares; 2026Q2: 18,903 shares 18,903 $7.05M 2.87% +2,851 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: not loaded; 2024Q4: 13,431 shares; 2025Q1: 13,927 shares; 2025Q2: 13,348 shares; 2025Q3: 13,375 shares; 2025Q4: 13,506 shares; 2026Q1: 13,677 shares; 2026Q2: 14,749 shares 14,749 $6.2M 2.53% +1,072 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: not loaded; 2024Q4: 20,119 shares; 2025Q1: 20,934 shares; 2025Q2: 20,966 shares; 2025Q3: 20,177 shares; 2025Q4: 21,051 shares; 2026Q1: 19,882 shares; 2026Q2: 18,832 shares 18,832 $6.16M 2.51% -1,050 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: not loaded; 2024Q4: 13,642 shares; 2025Q1: 16,349 shares; 2025Q2: 16,751 shares; 2025Q3: 17,072 shares; 2025Q4: 20,394 shares; 2026Q1: 21,842 shares; 2026Q2: 25,221 shares 25,221 $6.01M 2.45% +3,379 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: not loaded; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 1,345 shares; 2025Q3: 5,678 shares; 2025Q4: 10,427 shares; 2026Q1: 9,833 shares; 2026Q2: 8,677 shares 8,677 $5.96M 2.43% -1,156 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 172,333 shares; 2025Q1: 172,333 shares; 2025Q2: 172,333 shares; 2025Q3: 172,333 shares; 2025Q4: 172,333 shares; 2026Q1: 172,333 shares; 2026Q2: 172,333 shares 172,333 $5.73M 2.33% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,790 shares; 2025Q1: 24,836 shares; 2025Q2: 15,943 shares; 2025Q3: 15,284 shares; 2025Q4: 15,239 shares; 2026Q1: 17,927 shares; 2026Q2: 17,927 shares 17,927 $5.39M 2.19% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,037 shares; 2025Q1: 50,272 shares; 2025Q2: 43,260 shares; 2025Q3: 53,518 shares; 2025Q4: 59,377 shares; 2026Q1: 71,738 shares; 2026Q2: 89,854 shares 89,854 $4.71M 1.92% +18,116 Timeline VTWO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,647 shares; 2025Q3: 30,392 shares; 2025Q4: 32,526 shares; 2026Q1: 34,302 shares; 2026Q2: 38,416 shares 38,416 $4.66M 1.9% +4,114 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 loaded; 2024Q4: 3,921 shares; 2025Q1: 4,041 shares; 2025Q2: 4,369 shares; 2025Q3: 4,419 shares; 2025Q4: 4,264 shares; 2026Q1: 4,252 shares; 2026Q2: 3,679 shares 3,679 $3.92M 1.59% -573 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 loaded; 2024Q4: 5,590 shares; 2025Q1: 5,685 shares; 2025Q2: 5,692 shares; 2025Q3: 5,775 shares; 2025Q4: 6,183 shares; 2026Q1: 6,087 shares; 2026Q2: 5,868 shares 5,868 $3.72M 1.52% -219 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: not loaded; 2024Q4: 9,600 shares; 2025Q1: 10,721 shares; 2025Q2: 9,953 shares; 2025Q3: 5,533 shares; 2025Q4: 5,170 shares; 2026Q1: 4,908 shares; 2026Q2: 4,682 shares 4,682 $3.5M 1.42% -226 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,714 shares; 2025Q1: 27,895 shares; 2025Q2: 28,367 shares; 2025Q3: 30,822 shares; 2025Q4: 33,069 shares; 2026Q1: 32,967 shares; 2026Q2: 32,821 shares 32,821 $3.17M 1.29% -146 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: not loaded; 2024Q4: 6,426 shares; 2025Q1: 7,530 shares; 2025Q2: 7,387 shares; 2025Q3: 7,317 shares; 2025Q4: 7,069 shares; 2026Q1: 7,749 shares; 2026Q2: 8,387 shares 8,387 $3.17M 1.29% +638 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,947 shares; 2026Q1: 2,705 shares; 2026Q2: 2,744 shares 2,744 $3.17M 1.29% +39 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 loaded; 2024Q4: 13,015 shares; 2025Q1: 11,621 shares; 2025Q2: 11,166 shares; 2025Q3: 11,018 shares; 2025Q4: 15,069 shares; 2026Q1: 15,460 shares; 2026Q2: 18,116 shares 18,116 $3.08M 1.25% +2,656 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: not loaded; 2024Q4: not reported; 2025Q1: 2,428 shares; 2025Q2: 2,533 shares; 2025Q3: 2,528 shares; 2025Q4: 2,313 shares; 2026Q1: 3,644 shares; 2026Q2: 8,648 shares 8,648 $3.06M 1.24% +5,004 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: not loaded; 2024Q4: 37,155 shares; 2025Q1: 42,642 shares; 2025Q2: 62,938 shares; 2025Q3: 64,979 shares; 2025Q4: 64,629 shares; 2026Q1: 48,654 shares; 2026Q2: 49,418 shares 49,418 $2.95M 1.2% +764 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 loaded; 2024Q4: 9,215 shares; 2025Q1: 9,480 shares; 2025Q2: 9,427 shares; 2025Q3: 9,482 shares; 2025Q4: 8,677 shares; 2026Q1: 8,532 shares; 2026Q2: 7,937 shares 7,937 $2.68M 1.09% -595 Timeline SPTL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,012 shares; 2025Q3: 55,985 shares; 2025Q4: 65,698 shares; 2026Q1: 99,375 shares; 2026Q2: 99,526 shares 99,526 $2.61M 1.06% +151 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: not loaded; 2024Q4: 1,332 shares; 2025Q1: 1,341 shares; 2025Q2: 1,513 shares; 2025Q3: 1,627 shares; 2025Q4: 1,515 shares; 2026Q1: 4,365 shares; 2026Q2: 2,122 shares 2,122 $2.55M 1.04% -2,243 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,380 shares; 2025Q1: 19,602 shares; 2025Q2: 21,908 shares; 2025Q3: 26,299 shares; 2025Q4: 41,507 shares; 2026Q1: 53,049 shares; 2026Q2: 55,889 shares 55,889 $2.51M 1.02% +2,840 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 loaded; 2024Q4: 14,121 shares; 2025Q1: 15,078 shares; 2025Q2: 12,669 shares; 2025Q3: 12,978 shares; 2025Q4: 13,078 shares; 2026Q1: 14,652 shares; 2026Q2: 6,789 shares 6,789 $2.5M 1.02% -7,863 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,073 shares; 2026Q1: 87,665 shares; 2026Q2: 95,360 shares 95,360 $2.4M 0.98% +7,695 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: not loaded; 2024Q4: 18,932 shares; 2025Q1: 19,546 shares; 2025Q2: 18,911 shares; 2025Q3: 19,217 shares; 2025Q4: 19,273 shares; 2026Q1: 19,823 shares; 2026Q2: 20,353 shares 20,353 $2.31M 0.94% +530 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,161 shares; 2026Q2: 25,343 shares 25,343 $2.1M 0.85% +7,182 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; 2024Q3: not loaded; 2024Q4: 2,167 shares; 2025Q1: 2,529 shares; 2025Q2: 2,701 shares; 2025Q3: 2,822 shares; 2025Q4: 3,540 shares; 2026Q1: 3,728 shares; 2026Q2: 4,131 shares 4,131 $2.07M 0.84% +403 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: not loaded; 2024Q4: 1,335 shares; 2025Q1: 1,350 shares; 2025Q2: 1,391 shares; 2025Q3: 1,434 shares; 2025Q4: 1,738 shares; 2026Q1: 1,890 shares; 2026Q2: 2,170 shares 2,170 $2.03M 0.83% +280 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 loaded; 2024Q4: 10,900 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares; 2026Q2: 10,900 shares 10,900 $1.97M 0.8% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,280 shares; 2025Q1: 18,280 shares; 2025Q2: 18,280 shares; 2025Q3: 18,280 shares; 2025Q4: 18,280 shares; 2026Q1: 16,220 shares; 2026Q2: 14,280 shares 14,280 $1.95M 0.79% -1,940 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,957 shares; 2026Q2: 10,010 shares 10,010 $1.92M 0.78% +5,053 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,364 shares 4,364 $1.88M 0.77% 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 loaded; 2024Q4: 4,973 shares; 2025Q1: 5,088 shares; 2025Q2: 5,271 shares; 2025Q3: 5,521 shares; 2025Q4: 6,681 shares; 2026Q1: 6,904 shares; 2026Q2: 6,826 shares 6,826 $1.86M 0.76% -78 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,374 shares; 2025Q1: 1,746 shares; 2025Q2: 2,047 shares; 2025Q3: 2,105 shares; 2025Q4: 2,183 shares; 2026Q1: 2,255 shares; 2026Q2: 2,289 shares 2,289 $1.82M 0.74% +34 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; 2024Q3: not loaded; 2024Q4: 3,800 shares; 2025Q1: 5,814 shares; 2025Q2: 5,814 shares; 2025Q3: 5,814 shares; 2025Q4: 5,814 shares; 2026Q1: 5,814 shares; 2026Q2: 6,960 shares 6,960 $1.71M 0.7% +1,146 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: not loaded; 2024Q4: 3,170 shares; 2025Q1: 3,184 shares; 2025Q2: 3,138 shares; 2025Q3: 3,204 shares; 2025Q4: 3,949 shares; 2026Q1: 4,033 shares; 2026Q2: 4,209 shares 4,209 $1.67M 0.68% +176 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: not loaded; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 3,582 shares; 2026Q1: 3,582 shares; 2026Q2: 4,544 shares 4,544 $1.62M 0.66% +962 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,978 shares; 2025Q1: 5,043 shares; 2025Q2: 5,057 shares; 2025Q3: 5,195 shares; 2025Q4: 5,858 shares; 2026Q1: 5,982 shares; 2026Q2: 6,509 shares 6,509 $1.56M 0.63% +527 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 loaded; 2024Q4: 2,771 shares; 2025Q1: 2,893 shares; 2025Q2: 3,028 shares; 2025Q3: 3,176 shares; 2025Q4: 2,984 shares; 2026Q1: 3,239 shares; 2026Q2: 3,092 shares 3,092 $1.53M 0.62% -147 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: not loaded; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,751 shares; 2026Q1: 1,751 shares; 2026Q2: 2,887 shares 2,887 $1.48M 0.6% +1,136 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: not loaded; 2024Q4: 1,130 shares; 2025Q1: 1,313 shares; 2025Q2: 1,262 shares; 2025Q3: 1,284 shares; 2025Q4: 1,247 shares; 2026Q1: 1,393 shares; 2026Q2: 1,423 shares 1,423 $1.44M 0.59% +30 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,666 shares; 2025Q1: 22,195 shares; 2025Q2: 22,003 shares; 2025Q3: 22,519 shares; 2025Q4: 21,547 shares; 2026Q1: 23,171 shares; 2026Q2: 24,185 shares 24,185 $1.4M 0.57% +1,014 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; 2024Q3: not loaded; 2024Q4: 2,466 shares; 2025Q1: 2,498 shares; 2025Q2: 2,538 shares; 2025Q3: 2,599 shares; 2025Q4: 3,002 shares; 2026Q1: 3,515 shares; 2026Q2: 4,712 shares 4,712 $1.38M 0.56% +1,197 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 loaded; 2024Q4: 1,425 shares; 2025Q1: 1,496 shares; 2025Q2: 1,218 shares; 2025Q3: 1,239 shares; 2025Q4: 1,270 shares; 2026Q1: 1,726 shares; 2026Q2: 1,775 shares 1,775 $1.35M 0.55% +49 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,061 shares; 2026Q1: 23,436 shares; 2026Q2: 25,038 shares 25,038 $1.33M 0.54% +1,602 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: not loaded; 2024Q4: 2,110 shares; 2025Q1: 1,603 shares; 2025Q2: 1,189 shares; 2025Q3: 989 shares; 2025Q4: 1,906 shares; 2026Q1: 1,656 shares; 2026Q2: 2,352 shares 2,352 $1.32M 0.54% +696 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 loaded; 2024Q4: 14,861 shares; 2025Q1: 14,861 shares; 2025Q2: 14,861 shares; 2025Q3: 14,861 shares; 2025Q4: 14,861 shares; 2026Q1: 14,861 shares; 2026Q2: 14,286 shares 14,286 $1.31M 0.53% -575 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: not loaded; 2024Q4: 3,273 shares; 2025Q1: 3,537 shares; 2025Q2: 3,563 shares; 2025Q3: 3,625 shares; 2025Q4: 3,711 shares; 2026Q1: 4,158 shares; 2026Q2: 3,574 shares 3,574 $1.23M 0.5% -584 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: not loaded; 2024Q4: 4,803 shares; 2025Q1: 6,686 shares; 2025Q2: 7,849 shares; 2025Q3: 7,905 shares; 2025Q4: 8,450 shares; 2026Q1: 7,479 shares; 2026Q2: 8,295 shares 8,295 $1.22M 0.49% +816 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 loaded; 2024Q4: 12,476 shares; 2025Q1: 12,431 shares; 2025Q2: 12,275 shares; 2025Q3: 12,423 shares; 2025Q4: 12,600 shares; 2026Q1: 13,354 shares; 2026Q2: 13,784 shares 13,784 $1.21M 0.49% +430 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,265 shares; 2026Q1: 3,951 shares; 2026Q2: 4,036 shares 4,036 $1.13M 0.46% +85 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: not loaded; 2024Q4: 12,662 shares; 2025Q1: 12,879 shares; 2025Q2: 12,207 shares; 2025Q3: 12,221 shares; 2025Q4: 10,671 shares; 2026Q1: 11,165 shares; 2026Q2: 11,621 shares 11,621 $1.12M 0.46% +456 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,958 shares; 2026Q2: 15,171 shares 15,171 $1.08M 0.44% +11,213 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; 2024Q3: not loaded; 2024Q4: 1,349 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 2,329 shares; 2026Q1: 2,329 shares; 2026Q2: 3,600 shares 3,600 $1.07M 0.44% +1,271 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,734 shares; 2026Q2: 2,183 shares 2,183 $1.07M 0.44% +449 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 991 shares; 2025Q1: 1,083 shares; 2025Q2: 1,042 shares; 2025Q3: 1,059 shares; 2025Q4: 1,088 shares; 2026Q1: 1,129 shares; 2026Q2: 1,112 shares 1,112 $1.07M 0.44% -17 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: not loaded; 2024Q4: 395 shares; 2025Q1: 721 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 10,770 shares; 2026Q1: 10,680 shares; 2026Q2: 14,780 shares 14,780 $1.06M 0.43% +4,100 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,576 shares; 2025Q1: 11,310 shares; 2025Q2: 11,393 shares; 2025Q3: 11,647 shares; 2025Q4: 12,561 shares; 2026Q1: 12,166 shares; 2026Q2: 12,303 shares 12,303 $1.04M 0.42% +137 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: not loaded; 2024Q4: 2,859 shares; 2025Q1: 3,193 shares; 2025Q2: 3,201 shares; 2025Q3: 3,305 shares; 2025Q4: 3,828 shares; 2026Q1: 4,346 shares; 2026Q2: 4,662 shares 4,662 $1.04M 0.42% +316 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,228 shares; 2025Q1: 1,229 shares; 2025Q2: 2,377 shares; 2025Q3: 2,447 shares; 2025Q4: 2,947 shares; 2026Q1: 2,841 shares; 2026Q2: 1,992 shares 1,992 $997K 0.41% -849 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,587 shares; 2025Q1: 3,761 shares; 2025Q2: 3,935 shares; 2025Q3: 4,089 shares; 2025Q4: 4,316 shares; 2026Q1: 5,042 shares; 2026Q2: 5,181 shares 5,181 $987K 0.4% +139 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 147,209 shares; 2025Q1: 147,209 shares; 2025Q2: not reported; 2025Q3: 147,209 shares; 2025Q4: 147,209 shares; 2026Q1: 167,209 shares; 2026Q2: 167,209 shares 167,209 $968K 0.39% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,027 shares; 2025Q1: 5,125 shares; 2025Q2: 5,131 shares; 2025Q3: 5,279 shares; 2025Q4: 5,894 shares; 2026Q1: 6,390 shares; 2026Q2: 6,682 shares 6,682 $914K 0.37% +292 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,022 shares; 2025Q3: 12,173 shares; 2025Q4: 17,633 shares; 2026Q1: 22,312 shares; 2026Q2: 31,209 shares 31,209 $914K 0.37% +8,897 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: not loaded; 2024Q4: 8,584 shares; 2025Q1: 9,816 shares; 2025Q2: 10,726 shares; 2025Q3: 11,207 shares; 2025Q4: 11,140 shares; 2026Q1: 12,544 shares; 2026Q2: 15,618 shares 15,618 $890K 0.36% +3,074 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,367 shares; 2025Q1: 38,367 shares; 2025Q2: 38,367 shares; 2025Q3: 38,367 shares; 2025Q4: 38,367 shares; 2026Q1: 38,367 shares; 2026Q2: 36,778 shares 36,778 $886K 0.36% -1,589 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,867 shares; 2025Q1: 4,930 shares; 2025Q2: 4,885 shares; 2025Q3: 4,980 shares; 2025Q4: 5,523 shares; 2026Q1: 6,051 shares; 2026Q2: 6,585 shares 6,585 $866K 0.35% +534 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: not loaded; 2024Q4: 1,465 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,266 shares; 2026Q1: 2,266 shares; 2026Q2: 3,221 shares 3,221 $818K 0.33% +955 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,535 shares 11,535 $808K 0.33% new 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: not loaded; 2024Q4: 2,105 shares; 2025Q1: 2,171 shares; 2025Q2: 2,275 shares; 2025Q3: 2,371 shares; 2025Q4: 2,415 shares; 2026Q1: 2,682 shares; 2026Q2: 2,768 shares 2,768 $748K 0.3% +86 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares; 2026Q1: 1,482 shares; 2026Q2: 1,482 shares 1,482 $717K 0.29% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,545 shares; 2025Q1: 5,467 shares; 2025Q2: 5,467 shares; 2025Q3: 5,467 shares; 2025Q4: 5,467 shares; 2026Q1: 5,467 shares; 2026Q2: 5,744 shares 5,744 $675K 0.27% +277 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: not loaded; 2024Q4: 4,126 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 4,037 shares; 2025Q4: 4,037 shares; 2026Q1: 4,036 shares; 2026Q2: 4,036 shares 4,036 $669K 0.27% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,398 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,868 shares 1,868 $659K 0.27% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares; 2026Q2: 3,150 shares 3,150 $634K 0.26% +690 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,577 shares; 2025Q1: 11,750 shares; 2025Q2: 11,597 shares; 2025Q3: 11,774 shares; 2025Q4: 10,892 shares; 2026Q1: 11,872 shares; 2026Q2: 8,662 shares 8,662 $622K 0.25% -3,210 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 814 shares 814 $615K 0.25% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,020 shares 10,020 $577K 0.24% new 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 loaded; 2024Q4: not reported; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,522 shares; 2025Q4: 2,522 shares; 2026Q1: 2,522 shares; 2026Q2: 3,718 shares 3,718 $563K 0.23% +1,196 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; 2024Q3: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $528K 0.21% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264 shares 264 $523K 0.21% 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; 2024Q3: not loaded; 2024Q4: 7,346 shares; 2025Q1: 7,346 shares; 2025Q2: 7,346 shares; 2025Q3: 7,346 shares; 2025Q4: 7,346 shares; 2026Q1: 7,346 shares; 2026Q2: 6,846 shares 6,846 $490K 0.2% -500 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $478K 0.19% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,656 shares; 2025Q1: 1,656 shares; 2025Q2: 1,478 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares; 2026Q1: 1,478 shares; 2026Q2: 1,200 shares 1,200 $477K 0.19% -278 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $472K 0.19% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares; 2026Q2: 1,486 shares 1,486 $465K 0.19% +427 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,567 shares; 2025Q1: 6,959 shares; 2025Q2: 5,763 shares; 2025Q3: 5,763 shares; 2025Q4: 10,975 shares; 2026Q1: 9,504 shares; 2026Q2: 12,762 shares 12,762 $434K 0.18% +3,258 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217 shares; 2026Q1: not reported; 2026Q2: 315 shares 315 $420K 0.17% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,420 shares; 2026Q1: 4,420 shares; 2026Q2: 4,420 shares 4,420 $414K 0.17% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares 4,400 $403K 0.16% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 877 shares 877 $390K 0.16% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 2,343 shares 2,343 $375K 0.15% +500 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 2,337 shares; 2026Q1: 2,061 shares; 2026Q2: 2,061 shares 2,061 $346K 0.14% 0 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; 2024Q3: not loaded; 2024Q4: 4,692 shares; 2025Q1: 4,692 shares; 2025Q2: 4,692 shares; 2025Q3: 4,692 shares; 2025Q4: 4,692 shares; 2026Q1: 4,692 shares; 2026Q2: 4,692 shares 4,692 $344K 0.14% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $339K 0.14% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $332K 0.14% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares; 2026Q2: 1,557 shares 1,557 $331K 0.13% +442 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $318K 0.13% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $293K 0.12% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $288K 0.12% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,819 shares 1,819 $285K 0.12% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,545 shares 1,545 $278K 0.11% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,324 shares; 2025Q4: 1,374 shares; 2026Q1: 1,374 shares; 2026Q2: 1,274 shares 1,274 $266K 0.11% -100 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,519 shares; 2026Q1: 1,551 shares; 2026Q2: 1,600 shares 1,600 $262K 0.11% +49 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 363 shares; 2026Q1: not reported; 2026Q2: 2,176 shares 2,176 $260K 0.11% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: not reported; 2026Q2: 644 shares 644 $249K 0.1% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 898 shares 898 $248K 0.1% new 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 loaded; 2024Q4: 7,268 shares; 2025Q1: 7,268 shares; 2025Q2: 7,268 shares; 2025Q3: 7,268 shares; 2025Q4: 7,418 shares; 2026Q1: 7,418 shares; 2026Q2: 7,418 shares 7,418 $247K 0.1% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 586 shares 586 $239K 0.1% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,351 shares; 2026Q2: 1,351 shares 1,351 $223K 0.09% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,113 shares; 2026Q1: not reported; 2026Q2: 1,446 shares 1,446 $219K 0.09% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 653 shares 653 $219K 0.09% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $216K 0.09% 0 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 946 shares 946 $212K 0.09% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 946 shares 946 $209K 0.09% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $201K 0.08% new Timeline BED BATH & BEYOND INC BED BATH & BEYOND INC More: the full row for BED BATH & BEYOND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,720 shares; 2026Q1: 14,720 shares; 2026Q2: 14,720 shares 14,720 $6.18K <0.01% 0