MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 153,034 shares; 2024Q3: 154,644 shares; 2024Q4: 146,021 shares; 2025Q1: 144,683 shares; 2025Q2: 143,395 shares; 2025Q3: 142,833 shares; 2025Q4: 141,302 shares; 2026Q1: 142,760 shares 142,760 $52.8M 8.66% +1,458 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 149,408 shares; 2024Q3: 149,412 shares; 2024Q4: 148,399 shares; 2025Q1: 143,167 shares; 2025Q2: 142,950 shares; 2025Q3: 138,682 shares; 2025Q4: 135,037 shares; 2026Q1: 133,812 shares 133,812 $42.9M 7.03% -1,225 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 190,692 shares; 2024Q3: 189,727 shares; 2024Q4: 176,083 shares; 2025Q1: 174,517 shares; 2025Q2: 172,454 shares; 2025Q3: 171,590 shares; 2025Q4: 171,040 shares; 2026Q1: 166,748 shares 166,748 $34.7M 5.69% -4,292 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 101,797 shares; 2024Q3: 101,827 shares; 2024Q4: 97,673 shares; 2025Q1: 95,157 shares; 2025Q2: 96,178 shares; 2025Q3: 94,562 shares; 2025Q4: 88,763 shares; 2026Q1: 87,589 shares 87,589 $27.1M 4.44% -1,174 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 97,740 shares; 2024Q3: 96,140 shares; 2024Q4: 82,061 shares; 2025Q1: 81,201 shares; 2025Q2: 80,361 shares; 2025Q3: 79,446 shares; 2025Q4: 79,668 shares; 2026Q1: 76,453 shares 76,453 $26.1M 4.28% -3,215 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 100,560 shares; 2024Q3: 99,345 shares; 2024Q4: 99,720 shares; 2025Q1: 98,275 shares; 2025Q2: 96,041 shares; 2025Q3: 95,211 shares; 2025Q4: 94,940 shares; 2026Q1: 90,790 shares 90,790 $26.1M 4.28% -4,150 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 99,527 shares; 2024Q3: 99,163 shares; 2024Q4: 98,890 shares; 2025Q1: 97,744 shares; 2025Q2: 96,910 shares; 2025Q3: 93,863 shares; 2025Q4: 92,807 shares; 2026Q1: 89,749 shares 89,749 $22.8M 3.73% -3,058 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; 2024Q2: 187,214 shares; 2024Q3: 172,720 shares; 2024Q4: 698,882 shares; 2025Q1: 702,852 shares; 2025Q2: 718,962 shares; 2025Q3: 711,765 shares; 2025Q4: 692,483 shares; 2026Q1: 641,988 shares 641,988 $18.7M 3.06% -50,495 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 141,326 shares; 2024Q3: 140,769 shares; 2024Q4: 138,749 shares; 2025Q1: 138,294 shares; 2025Q2: 137,634 shares; 2025Q3: 131,859 shares; 2025Q4: 131,873 shares; 2026Q1: 129,427 shares 129,427 $16.1M 2.64% -2,446 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 77,668 shares; 2024Q3: 76,523 shares; 2024Q4: 73,666 shares; 2025Q1: 72,529 shares; 2025Q2: 71,214 shares; 2025Q3: 68,326 shares; 2025Q4: 67,844 shares; 2026Q1: 67,389 shares 67,389 $14.5M 2.38% -455 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 117,850 shares; 2024Q3: 110,212 shares; 2024Q4: 94,505 shares; 2025Q1: 87,747 shares; 2025Q2: 80,676 shares; 2025Q3: 72,688 shares; 2025Q4: 70,735 shares; 2026Q1: 70,805 shares 70,805 $14.1M 2.31% +70 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 31,419 shares; 2024Q3: 30,312 shares; 2024Q4: 29,163 shares; 2025Q1: 28,934 shares; 2025Q2: 28,871 shares; 2025Q3: 28,612 shares; 2025Q4: 28,432 shares; 2026Q1: 27,722 shares 27,722 $13.3M 2.18% -710 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,160 shares; 2024Q3: 14,160 shares; 2024Q4: 14,174 shares; 2025Q1: 13,890 shares; 2025Q2: 13,790 shares; 2025Q3: 13,546 shares; 2025Q4: 13,395 shares; 2026Q1: 12,897 shares 12,897 $12.9M 2.11% -498 Timeline JPST 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; 2024Q2: 17,805 shares; 2024Q3: 47,905 shares; 2024Q4: 55,505 shares; 2025Q1: 56,130 shares; 2025Q2: 61,005 shares; 2025Q3: 118,318 shares; 2025Q4: 158,818 shares; 2026Q1: 242,641 shares 242,641 $12.3M 2.01% +83,823 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; 2024Q2: 130,150 shares; 2024Q3: 125,450 shares; 2024Q4: 353,395 shares; 2025Q1: 354,125 shares; 2025Q2: 355,192 shares; 2025Q3: 348,506 shares; 2025Q4: 334,028 shares; 2026Q1: 325,196 shares 325,196 $9.98M 1.63% -8,832 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,624 shares; 2024Q3: 14,324 shares; 2024Q4: 14,324 shares; 2025Q1: 14,324 shares; 2025Q2: 14,024 shares; 2025Q3: 14,024 shares; 2025Q4: 14,096 shares; 2026Q1: 13,717 shares 13,717 $9.72M 1.59% -379 Timeline RSPT 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; 2024Q2: 225,245 shares; 2024Q3: 225,245 shares; 2024Q4: 224,355 shares; 2025Q1: 224,075 shares; 2025Q2: 221,485 shares; 2025Q3: 218,375 shares; 2025Q4: 216,975 shares; 2026Q1: 200,900 shares 200,900 $9.09M 1.49% -16,075 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,627 shares; 2024Q3: 16,512 shares; 2024Q4: 16,377 shares; 2025Q1: 16,377 shares; 2025Q2: 16,377 shares; 2025Q3: 16,282 shares; 2025Q4: 16,219 shares; 2026Q1: 15,830 shares 15,830 $8.92M 1.46% -389 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,745 shares; 2024Q3: 8,745 shares; 2024Q4: 8,287 shares; 2025Q1: 8,287 shares; 2025Q2: 8,287 shares; 2025Q3: 8,287 shares; 2025Q4: 8,287 shares; 2026Q1: 8,209 shares 8,209 $7.55M 1.24% -78 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,865 shares; 2025Q3: 64,330 shares; 2025Q4: 72,890 shares; 2026Q1: 76,550 shares 76,550 $7.21M 1.18% +3,660 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 56,955 shares; 2024Q3: 56,005 shares; 2024Q4: 56,005 shares; 2025Q1: 55,445 shares; 2025Q2: 54,980 shares; 2025Q3: 53,499 shares; 2025Q4: 52,268 shares; 2026Q1: 49,537 shares 49,537 $7.16M 1.17% -2,731 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,168 shares; 2024Q4: 3,393 shares; 2025Q1: 5,108 shares; 2025Q2: 8,203 shares; 2025Q3: 14,900 shares; 2025Q4: 17,196 shares; 2026Q1: 18,529 shares 18,529 $7.1M 1.16% +1,333 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,030 shares; 2024Q3: 35,975 shares; 2024Q4: 35,323 shares; 2025Q1: 34,115 shares; 2025Q2: 31,725 shares; 2025Q3: 30,730 shares; 2025Q4: 30,244 shares; 2026Q1: 28,074 shares 28,074 $6.86M 1.12% -2,170 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,223 shares; 2024Q3: 26,153 shares; 2024Q4: 26,013 shares; 2025Q1: 25,863 shares; 2025Q2: 25,628 shares; 2025Q3: 24,853 shares; 2025Q4: 23,653 shares; 2026Q1: 21,604 shares 21,604 $6.53M 1.07% -2,049 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 101,940 shares; 2024Q3: 101,940 shares; 2024Q4: 101,940 shares; 2025Q1: 100,980 shares; 2025Q2: 96,480 shares; 2025Q3: 96,107 shares; 2025Q4: 96,111 shares; 2026Q1: 93,612 shares 93,612 $6.32M 1.04% -2,499 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,960 shares; 2024Q3: 27,960 shares; 2024Q4: 27,960 shares; 2025Q1: 27,960 shares; 2025Q2: 27,960 shares; 2025Q3: 27,960 shares; 2025Q4: 26,730 shares; 2026Q1: 23,411 shares 23,411 $5.09M 0.83% -3,319 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,405 shares; 2024Q3: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,400 shares 3,400 $5.01M 0.82% -5 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 39,121 shares; 2024Q3: 38,271 shares; 2024Q4: 37,832 shares; 2025Q1: 36,542 shares; 2025Q2: 35,488 shares; 2025Q3: 34,843 shares; 2025Q4: 34,310 shares; 2026Q1: 31,622 shares 31,622 $4.91M 0.8% -2,688 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,241 shares; 2024Q3: 24,021 shares; 2024Q4: 25,218 shares; 2025Q1: 30,023 shares; 2025Q2: 31,503 shares; 2025Q3: 30,341 shares; 2025Q4: 29,786 shares; 2026Q1: 31,186 shares 31,186 $4.62M 0.76% +1,400 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; 2024Q2: 82,611 shares; 2024Q3: 87,421 shares; 2024Q4: 95,387 shares; 2025Q1: 119,054 shares; 2025Q2: 123,862 shares; 2025Q3: 102,123 shares; 2025Q4: 84,912 shares; 2026Q1: 80,491 shares 80,491 $4.56M 0.75% -4,421 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; 2024Q2: 25,820 shares; 2024Q3: 25,530 shares; 2024Q4: 25,201 shares; 2025Q1: 25,201 shares; 2025Q2: 25,201 shares; 2025Q3: 25,200 shares; 2025Q4: 24,544 shares; 2026Q1: 22,373 shares 22,373 $4.55M 0.74% -2,171 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,157 shares; 2024Q3: 6,388 shares; 2024Q4: 602 shares; 2025Q1: 4,881 shares; 2025Q2: 10,079 shares; 2025Q3: 11,311 shares; 2025Q4: 12,736 shares; 2026Q1: 12,171 shares 12,171 $4.52M 0.74% -565 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,969 shares; 2024Q3: 21,039 shares; 2024Q4: 20,092 shares; 2025Q1: 20,294 shares; 2025Q2: 20,299 shares; 2025Q3: 21,548 shares; 2025Q4: 26,131 shares; 2026Q1: 25,548 shares 25,548 $4.46M 0.73% -583 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,800 shares; 2025Q2: 48,100 shares; 2025Q3: 174,570 shares; 2025Q4: 174,570 shares; 2026Q1: 174,370 shares 174,370 $4.44M 0.73% -200 Timeline GPIX 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; 2024Q2: 8,395 shares; 2024Q3: 12,770 shares; 2024Q4: 15,445 shares; 2025Q1: 19,345 shares; 2025Q2: 18,435 shares; 2025Q3: 27,115 shares; 2025Q4: 29,680 shares; 2026Q1: 86,830 shares 86,830 $4.34M 0.71% +57,150 Timeline JEPQ 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; 2024Q2: 77,897 shares; 2024Q3: 86,333 shares; 2024Q4: 96,472 shares; 2025Q1: 117,244 shares; 2025Q2: 125,177 shares; 2025Q3: 108,191 shares; 2025Q4: 90,996 shares; 2026Q1: 78,213 shares 78,213 $4.34M 0.71% -12,783 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 42,106 shares; 2024Q3: 42,421 shares; 2024Q4: 135,243 shares; 2025Q1: 141,953 shares; 2025Q2: 144,253 shares; 2025Q3: 147,553 shares; 2025Q4: 142,410 shares; 2026Q1: 151,966 shares 151,966 $4.23M 0.69% +9,556 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,483 shares; 2024Q3: 9,483 shares; 2024Q4: 9,628 shares; 2025Q1: 9,628 shares; 2025Q2: 10,128 shares; 2025Q3: 12,389 shares; 2025Q4: 15,396 shares; 2026Q1: 14,851 shares 14,851 $4.15M 0.68% -545 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,416 shares; 2024Q3: 4,899 shares; 2024Q4: 5,137 shares; 2025Q1: 4,792 shares; 2025Q2: 5,402 shares; 2025Q3: 5,897 shares; 2025Q4: 6,600 shares; 2026Q1: 5,834 shares 5,834 $4.07M 0.67% -766 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; 2024Q2: 10,733 shares; 2024Q3: 10,733 shares; 2024Q4: 9,654 shares; 2025Q1: 9,654 shares; 2025Q2: 9,654 shares; 2025Q3: 9,654 shares; 2025Q4: 9,654 shares; 2026Q1: 9,644 shares 9,644 $4.02M 0.66% -10 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,676 shares; 2024Q3: 10,676 shares; 2024Q4: 8,976 shares; 2025Q1: 8,541 shares; 2025Q2: 8,321 shares; 2025Q3: 7,941 shares; 2025Q4: 7,824 shares; 2026Q1: 7,680 shares 7,680 $3.77M 0.62% -144 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 47,527 shares; 2024Q3: 47,107 shares; 2024Q4: 45,227 shares; 2025Q1: 42,141 shares; 2025Q2: 41,878 shares; 2025Q3: 35,248 shares; 2025Q4: 34,739 shares; 2026Q1: 30,597 shares 30,597 $3.68M 0.6% -4,142 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,125 shares; 2025Q1: 4,125 shares; 2025Q2: 4,095 shares; 2025Q3: 4,030 shares; 2025Q4: 3,852 shares; 2026Q1: 3,595 shares 3,595 $3.46M 0.57% -257 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,095 shares; 2024Q3: 36,895 shares; 2024Q4: 36,755 shares; 2025Q1: 34,371 shares; 2025Q2: 34,371 shares; 2025Q3: 24,797 shares; 2025Q4: 21,459 shares; 2026Q1: 20,079 shares 20,079 $3.39M 0.56% -1,380 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,040 shares; 2025Q3: 56,935 shares; 2025Q4: 71,155 shares; 2026Q1: 71,354 shares 71,354 $3.33M 0.55% +199 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,474 shares; 2024Q3: 19,720 shares; 2024Q4: 20,045 shares; 2025Q1: 19,305 shares; 2025Q2: 20,250 shares; 2025Q3: 28,065 shares; 2025Q4: 37,655 shares; 2026Q1: 42,350 shares 42,350 $3.18M 0.52% +4,695 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 50,136 shares; 2024Q3: 50,136 shares; 2024Q4: 47,717 shares; 2025Q1: 47,717 shares; 2025Q2: 47,017 shares; 2025Q3: 46,517 shares; 2025Q4: 44,924 shares; 2026Q1: 41,393 shares 41,393 $3.15M 0.52% -3,531 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,030 shares; 2024Q3: 22,030 shares; 2024Q4: 21,960 shares; 2025Q1: 21,465 shares; 2025Q2: 21,165 shares; 2025Q3: 21,040 shares; 2025Q4: 19,725 shares; 2026Q1: 17,982 shares 17,982 $3.1M 0.51% -1,743 Timeline GPIQ 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,750 shares 58,750 $2.91M 0.48% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,385 shares; 2024Q3: 1,385 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 2,451 shares; 2025Q3: 3,997 shares; 2025Q4: 8,076 shares; 2026Q1: 8,356 shares 8,356 $2.82M 0.46% +280 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,722 shares; 2024Q3: 35,722 shares; 2024Q4: 35,722 shares; 2025Q1: 34,256 shares; 2025Q2: 34,246 shares; 2025Q3: 32,116 shares; 2025Q4: 32,116 shares; 2026Q1: 26,376 shares 26,376 $2.56M 0.42% -5,740 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,527 shares; 2024Q3: 11,352 shares; 2024Q4: 11,352 shares; 2025Q1: 11,001 shares; 2025Q2: 10,671 shares; 2025Q3: 10,526 shares; 2025Q4: 10,242 shares; 2026Q1: 8,213 shares 8,213 $2.55M 0.42% -2,029 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,855 shares; 2024Q3: 7,855 shares; 2024Q4: 7,855 shares; 2025Q1: 6,625 shares; 2025Q2: 6,535 shares; 2025Q3: 6,535 shares; 2025Q4: 6,535 shares; 2026Q1: 6,595 shares 6,595 $2.35M 0.38% +60 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,661 shares; 2024Q3: 16,661 shares; 2024Q4: 17,076 shares; 2025Q1: 16,606 shares; 2025Q2: 14,141 shares; 2025Q3: 14,141 shares; 2025Q4: 17,277 shares; 2026Q1: 16,527 shares 16,527 $2.05M 0.34% -750 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; 2024Q2: 8,938 shares; 2024Q3: 3,913 shares; 2024Q4: 3,913 shares; 2025Q1: 3,803 shares; 2025Q2: 3,803 shares; 2025Q3: 4,991 shares; 2025Q4: 5,541 shares; 2026Q1: 5,376 shares 5,376 $1.98M 0.32% -165 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,205 shares; 2024Q3: 13,205 shares; 2024Q4: 13,205 shares; 2025Q1: 11,075 shares; 2025Q2: 11,545 shares; 2025Q3: 11,395 shares; 2025Q4: 11,479 shares; 2026Q1: 11,354 shares 11,354 $1.93M 0.32% -125 Timeline GSEW 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,360 shares; 2025Q3: 5,550 shares; 2025Q4: 8,815 shares; 2026Q1: 21,935 shares 21,935 $1.86M 0.3% +13,120 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,895 shares; 2024Q3: 9,495 shares; 2024Q4: 9,495 shares; 2025Q1: 9,495 shares; 2025Q2: 9,495 shares; 2025Q3: 9,495 shares; 2025Q4: 9,670 shares; 2026Q1: 9,289 shares 9,289 $1.79M 0.29% -381 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,750 shares; 2025Q4: 13,630 shares; 2026Q1: 14,345 shares 14,345 $1.76M 0.29% +715 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; 2024Q2: 14,577 shares; 2024Q3: 14,277 shares; 2024Q4: 14,122 shares; 2025Q1: 14,052 shares; 2025Q2: 13,777 shares; 2025Q3: 12,982 shares; 2025Q4: 12,767 shares; 2026Q1: 11,196 shares 11,196 $1.76M 0.29% -1,571 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,900 shares; 2024Q3: 7,900 shares; 2024Q4: 7,900 shares; 2025Q1: 7,900 shares; 2025Q2: 7,900 shares; 2025Q3: 7,525 shares; 2025Q4: 7,525 shares; 2026Q1: 5,649 shares 5,649 $1.65M 0.27% -1,876 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,655 shares; 2026Q1: 17,530 shares 17,530 $1.62M 0.27% +1,875 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; 2024Q2: 7,332 shares; 2024Q3: 7,332 shares; 2024Q4: 7,332 shares; 2025Q1: 7,332 shares; 2025Q2: 7,336 shares; 2025Q3: 7,336 shares; 2025Q4: 7,336 shares; 2026Q1: 6,961 shares 6,961 $1.6M 0.26% -375 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,703 shares; 2025Q3: 7,642 shares; 2025Q4: 11,802 shares; 2026Q1: 10,867 shares 10,867 $1.59M 0.26% -935 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,026 shares; 2024Q3: 17,026 shares; 2024Q4: 17,026 shares; 2025Q1: 16,726 shares; 2025Q2: 16,726 shares; 2025Q3: 16,726 shares; 2025Q4: 16,350 shares; 2026Q1: 15,337 shares 15,337 $1.57M 0.26% -1,013 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; 2024Q2: 19,783 shares; 2024Q3: 19,783 shares; 2024Q4: 19,783 shares; 2025Q1: 18,753 shares; 2025Q2: 18,753 shares; 2025Q3: 18,753 shares; 2025Q4: 18,423 shares; 2026Q1: 18,033 shares 18,033 $1.54M 0.25% -390 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,903 shares; 2024Q3: 7,903 shares; 2024Q4: 7,903 shares; 2025Q1: 7,903 shares; 2025Q2: 7,903 shares; 2025Q3: 7,903 shares; 2025Q4: 7,903 shares; 2026Q1: 7,900 shares 7,900 $1.53M 0.25% -3 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,647 shares; 2024Q3: 9,647 shares; 2024Q4: 9,647 shares; 2025Q1: 8,667 shares; 2025Q2: 8,667 shares; 2025Q3: 8,037 shares; 2025Q4: 7,743 shares; 2026Q1: 7,403 shares 7,403 $1.53M 0.25% -340 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,651 shares; 2025Q4: 3,846 shares; 2026Q1: 3,862 shares 3,862 $1.51M 0.25% +16 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,540 shares; 2025Q2: 17,705 shares; 2025Q3: 25,288 shares; 2025Q4: 31,575 shares; 2026Q1: 25,205 shares 25,205 $1.49M 0.24% -6,370 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,840 shares; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 2,220 shares; 2025Q2: 2,232 shares; 2025Q3: 2,017 shares; 2025Q4: 2,347 shares; 2026Q1: 2,468 shares 2,468 $1.47M 0.24% +121 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,217 shares; 2024Q3: 3,205 shares; 2024Q4: 3,235 shares; 2025Q1: 3,130 shares; 2025Q2: 3,080 shares; 2025Q3: 3,180 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares 3,150 $1.41M 0.23% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,867 shares; 2024Q3: 21,867 shares; 2024Q4: 21,867 shares; 2025Q1: 21,867 shares; 2025Q2: 21,867 shares; 2025Q3: 21,867 shares; 2025Q4: 21,202 shares; 2026Q1: 21,202 shares 21,202 $1.4M 0.23% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,310 shares; 2024Q3: 25,310 shares; 2024Q4: 25,310 shares; 2025Q1: 21,360 shares; 2025Q2: 32,285 shares; 2025Q3: 26,810 shares; 2025Q4: 25,210 shares; 2026Q1: 25,210 shares 25,210 $1.32M 0.22% 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; 2024Q2: 19,801 shares; 2024Q3: 19,801 shares; 2024Q4: 19,801 shares; 2025Q1: 18,901 shares; 2025Q2: 18,901 shares; 2025Q3: 18,901 shares; 2025Q4: 18,901 shares; 2026Q1: 16,255 shares 16,255 $1.26M 0.21% -2,646 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,515 shares; 2024Q3: 13,160 shares; 2024Q4: 13,240 shares; 2025Q1: 12,340 shares; 2025Q2: 12,170 shares; 2025Q3: 8,295 shares; 2025Q4: 7,245 shares; 2026Q1: 7,245 shares 7,245 $1.25M 0.21% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,535 shares; 2024Q3: 4,535 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 4,351 shares; 2025Q3: 4,351 shares; 2025Q4: 3,795 shares; 2026Q1: 4,354 shares 4,354 $1.25M 0.2% +559 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,963 shares; 2024Q3: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 3,963 shares; 2025Q3: 3,963 shares; 2025Q4: 3,620 shares; 2026Q1: 3,783 shares 3,783 $1.23M 0.2% +163 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,591 shares; 2024Q3: 3,591 shares; 2024Q4: 3,591 shares; 2025Q1: 3,591 shares; 2025Q2: 3,591 shares; 2025Q3: 3,521 shares; 2025Q4: 3,351 shares; 2026Q1: 3,351 shares 3,351 $1.18M 0.19% 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; 2024Q2: 9,925 shares; 2024Q3: 9,925 shares; 2024Q4: 9,925 shares; 2025Q1: 9,440 shares; 2025Q2: 9,440 shares; 2025Q3: 9,440 shares; 2025Q4: 10,218 shares; 2026Q1: 7,605 shares 7,605 $1.16M 0.19% -2,613 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,830 shares; 2024Q3: 17,830 shares; 2024Q4: 17,780 shares; 2025Q1: 17,780 shares; 2025Q2: 17,780 shares; 2025Q3: 17,780 shares; 2025Q4: 17,780 shares; 2026Q1: 13,934 shares 13,934 $1.13M 0.18% -3,846 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,315 shares; 2024Q3: 9,315 shares; 2024Q4: 9,315 shares; 2025Q1: 9,315 shares; 2025Q2: 9,235 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares; 2026Q1: 8,505 shares 8,505 $1.08M 0.18% -545 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,977 shares; 2024Q3: 10,977 shares; 2024Q4: 10,977 shares; 2025Q1: 10,977 shares; 2025Q2: 10,977 shares; 2025Q3: 10,977 shares; 2025Q4: 10,977 shares; 2026Q1: 8,234 shares 8,234 $1.08M 0.18% -2,743 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,454 shares; 2024Q3: 24,454 shares; 2024Q4: 23,974 shares; 2025Q1: 22,774 shares; 2025Q2: 22,774 shares; 2025Q3: 22,774 shares; 2025Q4: 22,774 shares; 2026Q1: 21,880 shares 21,880 $1.07M 0.18% -894 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,298 shares; 2024Q3: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares; 2026Q1: 2,418 shares 2,418 $1.06M 0.17% +120 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,895 shares; 2026Q1: 17,335 shares 17,335 $1.01M 0.17% +5,440 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,222 shares; 2024Q3: 17,982 shares; 2024Q4: 17,007 shares; 2025Q1: 16,481 shares; 2025Q2: 16,186 shares; 2025Q3: 12,906 shares; 2025Q4: 9,117 shares; 2026Q1: 5,376 shares 5,376 $1M 0.16% -3,741 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,328 shares; 2024Q3: 2,328 shares; 2024Q4: 2,324 shares; 2025Q1: 2,289 shares; 2025Q2: 2,119 shares; 2025Q3: 1,869 shares; 2025Q4: 1,898 shares; 2026Q1: 1,973 shares 1,973 $986K 0.16% +75 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,808 shares; 2024Q3: 9,808 shares; 2024Q4: 9,810 shares; 2025Q1: 9,813 shares; 2025Q2: 9,815 shares; 2025Q3: 9,817 shares; 2025Q4: 9,820 shares; 2026Q1: 8,440 shares 8,440 $971K 0.16% -1,380 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,610 shares; 2024Q3: 1,670 shares; 2024Q4: 1,795 shares; 2025Q1: 1,720 shares; 2025Q2: 1,770 shares; 2025Q3: 1,720 shares; 2025Q4: 1,605 shares; 2026Q1: 1,664 shares 1,664 $960K 0.16% +59 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; 2024Q2: 19,121 shares; 2024Q3: 19,121 shares; 2024Q4: 19,121 shares; 2025Q1: 19,121 shares; 2025Q2: 19,121 shares; 2025Q3: 17,891 shares; 2025Q4: 17,371 shares; 2026Q1: 16,612 shares 16,612 $958K 0.16% -759 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,661 shares; 2024Q3: 8,661 shares; 2024Q4: 8,661 shares; 2025Q1: 8,715 shares; 2025Q2: 8,715 shares; 2025Q3: 8,815 shares; 2025Q4: 8,415 shares; 2026Q1: 6,471 shares 6,471 $952K 0.16% -1,944 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,736 shares; 2024Q3: 4,496 shares; 2024Q4: 4,473 shares; 2025Q1: 4,473 shares; 2025Q2: 4,473 shares; 2025Q3: 4,473 shares; 2025Q4: 4,123 shares; 2026Q1: 4,114 shares 4,114 $930K 0.15% -9 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; 2024Q2: 2,277 shares; 2024Q3: 2,117 shares; 2024Q4: 2,112 shares; 2025Q1: 1,927 shares; 2025Q2: 1,847 shares; 2025Q3: 1,847 shares; 2025Q4: 1,572 shares; 2026Q1: 1,522 shares 1,522 $920K 0.15% -50 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,016 shares; 2024Q3: 9,713 shares; 2024Q4: 9,773 shares; 2025Q1: 9,568 shares; 2025Q2: 7,318 shares; 2025Q3: 3,948 shares; 2025Q4: 3,133 shares; 2026Q1: 3,227 shares 3,227 $879K 0.14% +94 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; 2024Q2: 3,810 shares; 2024Q3: 3,810 shares; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares; 2026Q1: 2,900 shares 2,900 $849K 0.14% -910 Timeline RSPF 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; 2024Q2: 19,365 shares; 2024Q3: 19,365 shares; 2024Q4: 19,005 shares; 2025Q1: 18,870 shares; 2025Q2: 18,870 shares; 2025Q3: 17,345 shares; 2025Q4: 16,660 shares; 2026Q1: 11,375 shares 11,375 $812K 0.13% -5,285 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,590 shares; 2026Q1: 2,370 shares 2,370 $773K 0.13% -220 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,550 shares; 2024Q3: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,225 shares; 2026Q1: 5,225 shares 5,225 $759K 0.12% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,855 shares; 2024Q3: 7,980 shares; 2024Q4: 7,980 shares; 2025Q1: 7,980 shares; 2025Q2: 7,980 shares; 2025Q3: 8,050 shares; 2025Q4: 7,160 shares; 2026Q1: 7,160 shares 7,160 $699K 0.11% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,135 shares; 2024Q3: 13,800 shares; 2024Q4: 12,545 shares; 2025Q1: 10,355 shares; 2025Q2: 10,355 shares; 2025Q3: 8,285 shares; 2025Q4: 7,475 shares; 2026Q1: 7,475 shares 7,475 $693K 0.11% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,784 shares; 2024Q3: 5,784 shares; 2024Q4: 5,784 shares; 2025Q1: 5,834 shares; 2025Q2: 5,834 shares; 2025Q3: 5,879 shares; 2025Q4: 5,879 shares; 2026Q1: 5,879 shares 5,879 $660K 0.11% 0 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; 2024Q2: 1,126 shares; 2024Q3: 1,026 shares; 2024Q4: 496 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 456 shares; 2025Q4: 442 shares; 2026Q1: 490 shares 490 $647K 0.11% +48 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,342 shares; 2025Q1: 7,610 shares; 2025Q2: 6,065 shares; 2025Q3: 14,790 shares; 2025Q4: 16,085 shares; 2026Q1: 16,635 shares 16,635 $639K 0.1% +550 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; 2024Q2: 4,185 shares; 2024Q3: 4,186 shares; 2024Q4: 14,824 shares; 2025Q1: 14,827 shares; 2025Q2: 15,829 shares; 2025Q3: 17,071 shares; 2025Q4: 17,873 shares; 2026Q1: 25,075 shares 25,075 $629K 0.1% +7,202 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,703 shares; 2024Q3: 5,703 shares; 2024Q4: 5,703 shares; 2025Q1: 5,703 shares; 2025Q2: 5,703 shares; 2025Q3: 5,703 shares; 2025Q4: 5,233 shares; 2026Q1: 3,401 shares 3,401 $620K 0.1% -1,832 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,591 shares; 2024Q3: 7,597 shares; 2024Q4: 7,282 shares; 2025Q1: 7,289 shares; 2025Q2: 6,495 shares; 2025Q3: 6,502 shares; 2025Q4: 6,599 shares; 2026Q1: 6,605 shares 6,605 $592K 0.1% +6 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $575K 0.09% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 44,350 shares; 2024Q3: 44,515 shares; 2024Q4: 44,515 shares; 2025Q1: 29,509 shares; 2025Q2: 26,949 shares; 2025Q3: 25,849 shares; 2025Q4: 25,735 shares; 2026Q1: 20,298 shares 20,298 $570K 0.09% -5,437 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,610 shares; 2024Q3: 14,610 shares; 2024Q4: 14,610 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 13,860 shares; 2025Q4: 13,860 shares; 2026Q1: 13,800 shares 13,800 $566K 0.09% -60 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,675 shares; 2024Q3: 6,675 shares; 2024Q4: 6,667 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares; 2026Q1: 6,727 shares 6,727 $539K 0.09% +60 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,375 shares; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,384 shares 2,384 $522K 0.09% +9 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,888 shares; 2024Q3: 3,888 shares; 2024Q4: 3,888 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: 3,888 shares; 2025Q4: 3,888 shares; 2026Q1: 3,888 shares 3,888 $515K 0.08% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,855 shares; 2024Q3: 4,445 shares; 2024Q4: 5,245 shares; 2025Q1: 5,130 shares; 2025Q2: 4,945 shares; 2025Q3: 5,380 shares; 2025Q4: 4,205 shares; 2026Q1: 2,460 shares 2,460 $472K 0.08% -1,745 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,787 shares; 2024Q3: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 1,732 shares; 2026Q1: 1,725 shares 1,725 $467K 0.08% -7 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; 2024Q2: 1,445 shares; 2024Q3: 1,445 shares; 2024Q4: 2,878 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,878 shares; 2026Q1: 2,888 shares 2,888 $463K 0.08% +10 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,395 shares 3,395 $452K 0.07% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,780 shares; 2024Q3: 2,780 shares; 2024Q4: 3,005 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares 2,780 $441K 0.07% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,471 shares 1,471 $438K 0.07% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,866 shares; 2025Q2: 22,914 shares; 2025Q3: 22,908 shares; 2025Q4: 22,908 shares; 2026Q1: 21,168 shares 21,168 $406K 0.07% -1,740 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,900 shares; 2024Q3: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 3,480 shares; 2025Q2: 3,480 shares; 2025Q3: 3,300 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $404K 0.07% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,153 shares; 2024Q3: 17,753 shares; 2024Q4: 17,263 shares; 2025Q1: 14,267 shares; 2025Q2: 14,517 shares; 2025Q3: 12,042 shares; 2025Q4: 9,522 shares; 2026Q1: 7,880 shares 7,880 $396K 0.06% -1,642 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,113 shares; 2024Q3: 5,113 shares; 2024Q4: 5,113 shares; 2025Q1: 5,113 shares; 2025Q2: 5,113 shares; 2025Q3: 5,113 shares; 2025Q4: 5,113 shares; 2026Q1: 5,113 shares 5,113 $394K 0.06% 0 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; 2024Q2: 1,369 shares; 2024Q3: 1,369 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares; 2026Q1: 1,369 shares 1,369 $393K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,353 shares; 2024Q3: 11,353 shares; 2024Q4: 10,113 shares; 2025Q1: 9,413 shares; 2025Q2: 7,143 shares; 2025Q3: 5,608 shares; 2025Q4: 4,858 shares; 2026Q1: 4,506 shares 4,506 $390K 0.06% -352 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,900 shares; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $388K 0.06% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,695 shares; 2024Q4: 3,390 shares; 2025Q1: 3,390 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 3,390 shares 3,390 $381K 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 691 shares; 2026Q1: 691 shares 691 $372K 0.06% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,835 shares; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares 1,835 $360K 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,349 shares; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares 2,698 $359K 0.06% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,991 shares; 2024Q3: 9,016 shares; 2024Q4: 9,042 shares; 2025Q1: 9,064 shares; 2025Q2: 9,091 shares; 2025Q3: 9,116 shares; 2025Q4: 9,137 shares; 2026Q1: 9,161 shares 9,161 $356K 0.06% +24 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; 2024Q2: 4,993 shares; 2024Q3: 4,993 shares; 2024Q4: 4,993 shares; 2025Q1: 4,993 shares; 2025Q2: 4,993 shares; 2025Q3: 4,993 shares; 2025Q4: 4,993 shares; 2026Q1: 4,993 shares 4,993 $354K 0.06% 0 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,310 shares; 2026Q1: 5,310 shares 5,310 $349K 0.06% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,716 shares; 2024Q3: 2,716 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares; 2026Q1: 2,311 shares 2,311 $336K 0.06% -130 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,791 shares; 2024Q3: 9,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,867 shares; 2025Q4: 6,367 shares; 2026Q1: 7,281 shares 7,281 $321K 0.05% +914 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,450 shares; 2024Q3: 2,450 shares; 2024Q4: 2,460 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $321K 0.05% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,537 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 1,605 shares; 2025Q4: 1,548 shares; 2026Q1: 1,546 shares 1,546 $315K 0.05% -2 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 749 shares; 2026Q1: 1,204 shares 1,204 $307K 0.05% +455 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,490 shares; 2024Q3: 6,490 shares; 2024Q4: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,490 shares; 2025Q4: 6,490 shares; 2026Q1: 6,040 shares 6,040 $307K 0.05% -450 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 8,065 shares 8,065 $297K 0.05% +1,965 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,722 shares; 2026Q1: 8,532 shares 8,532 $292K 0.05% +2,810 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,240 shares; 2025Q4: 6,240 shares; 2026Q1: 6,240 shares 6,240 $291K 0.05% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,282 shares; 2024Q3: 8,637 shares; 2024Q4: 8,637 shares; 2025Q1: 9,427 shares; 2025Q2: 7,647 shares; 2025Q3: 2,182 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares 1,860 $273K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 2,555 shares; 2026Q1: 2,770 shares 2,770 $266K 0.04% +215 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,227 shares; 2024Q3: 14,227 shares; 2024Q4: 10,127 shares; 2025Q1: 9,327 shares; 2025Q2: 9,327 shares; 2025Q3: 9,327 shares; 2025Q4: 9,327 shares; 2026Q1: 5,127 shares 5,127 $241K 0.04% -4,200 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,256 shares 3,256 $237K 0.04% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,755 shares; 2024Q3: 2,755 shares; 2024Q4: 2,485 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares 2,230 $236K 0.04% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,788 shares; 2025Q4: 6,836 shares; 2026Q1: 6,848 shares 6,848 $233K 0.04% +12 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 394 shares 394 $225K 0.04% new Timeline KBWB 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $222K 0.04% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,731 shares 5,731 $211K 0.03% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,861 shares; 2026Q1: 6,861 shares 6,861 $209K 0.03% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 9,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,864 shares; 2026Q1: 7,831 shares 7,831 $204K 0.03% -33 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,435 shares; 2025Q4: 13,435 shares; 2026Q1: 13,435 shares 13,435 $62.9K 0.01% 0 Timeline