IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,077 shares; 2024Q4: 133,031 shares; 2025Q1: 179,016 shares; 2025Q2: 181,892 shares; 2025Q3: 202,441 shares; 2025Q4: 211,774 shares; 2026Q1: 231,529 shares; 2026Q2: 230,377 shares 230,377 $173M 10.17% -1,152 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: 94,249 shares; 2024Q4: 94,262 shares; 2025Q1: 105,283 shares; 2025Q2: 761,262 shares; 2025Q3: 806,377 shares; 2025Q4: 1,089,937 shares; 2026Q1: 1,192,727 shares; 2026Q2: 1,355,730 shares 1,355,730 $96.6M 5.69% +163,003 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: 333,367 shares; 2024Q4: 342,331 shares; 2025Q1: 332,423 shares; 2025Q2: 343,293 shares; 2025Q3: 352,083 shares; 2025Q4: 339,272 shares; 2026Q1: 299,899 shares; 2026Q2: 289,696 shares 289,696 $83.8M 4.94% -10,203 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: 280,584 shares; 2024Q4: 280,987 shares; 2025Q1: 266,944 shares; 2025Q2: 265,695 shares; 2025Q3: 262,525 shares; 2025Q4: 252,967 shares; 2026Q1: 222,776 shares; 2026Q2: 217,294 shares 217,294 $77.7M 4.58% -5,482 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: 227,701 shares; 2024Q4: 223,615 shares; 2025Q1: 223,051 shares; 2025Q2: 218,586 shares; 2025Q3: 213,103 shares; 2025Q4: 208,871 shares; 2026Q1: 160,797 shares; 2026Q2: 157,528 shares 157,528 $75.2M 4.43% -3,269 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,752 shares; 2024Q4: 337,503 shares; 2025Q1: 343,425 shares; 2025Q2: 333,686 shares; 2025Q3: 335,585 shares; 2025Q4: 338,007 shares; 2026Q1: 439,606 shares; 2026Q2: 475,919 shares 475,919 $70.6M 4.16% +36,313 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622,726 shares; 2024Q4: 624,675 shares; 2025Q1: 662,361 shares; 2025Q2: 659,073 shares; 2025Q3: 660,190 shares; 2025Q4: 658,261 shares; 2026Q1: 893,997 shares; 2026Q2: 888,514 shares 888,514 $68.5M 4.04% -5,483 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: 189,142 shares; 2024Q4: 190,212 shares; 2025Q1: 179,556 shares; 2025Q2: 180,008 shares; 2025Q3: 179,856 shares; 2025Q4: 178,111 shares; 2026Q1: 178,228 shares; 2026Q2: 175,620 shares 175,620 $65.5M 3.86% -2,608 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,028 shares; 2024Q4: 191,623 shares; 2025Q1: 201,171 shares; 2025Q2: 250,245 shares; 2025Q3: 247,539 shares; 2025Q4: 246,596 shares; 2026Q1: 260,419 shares; 2026Q2: 319,367 shares 319,367 $63.9M 3.77% +58,948 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: 275,188 shares; 2024Q4: 278,195 shares; 2025Q1: 285,756 shares; 2025Q2: 284,732 shares; 2025Q3: 284,980 shares; 2025Q4: 285,236 shares; 2026Q1: 228,943 shares; 2026Q2: 223,906 shares 223,906 $53.4M 3.15% -5,037 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: 42,715 shares; 2024Q4: 42,640 shares; 2025Q1: 40,632 shares; 2025Q2: 40,489 shares; 2025Q3: 39,588 shares; 2025Q4: 30,587 shares; 2026Q1: 30,562 shares; 2026Q2: 30,025 shares 30,025 $36M 2.12% -537 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,285 shares; 2025Q2: 3,285 shares; 2025Q3: 3,643 shares; 2025Q4: 126,126 shares; 2026Q1: 340,943 shares; 2026Q2: 451,102 shares 451,102 $35.8M 2.11% +110,159 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,464 shares; 2024Q4: 336,539 shares; 2025Q1: 377,567 shares; 2025Q2: 377,482 shares; 2025Q3: 384,827 shares; 2025Q4: 388,807 shares; 2026Q1: 398,229 shares; 2026Q2: 340,140 shares 340,140 $33.7M 1.98% -58,089 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,876 shares; 2024Q4: 280,656 shares; 2025Q1: 632,246 shares; 2025Q2: 624,813 shares; 2025Q3: 639,641 shares; 2025Q4: 645,598 shares; 2026Q1: 653,841 shares; 2026Q2: 652,977 shares 652,977 $33.5M 1.97% -864 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,398 shares; 2024Q4: 211,964 shares; 2025Q1: 178,140 shares; 2025Q2: 131,120 shares; 2025Q3: 129,807 shares; 2025Q4: 128,146 shares; 2026Q1: 126,527 shares; 2026Q2: 124,256 shares 124,256 $33.4M 1.97% -2,271 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,740 shares; 2024Q4: 15,749 shares; 2025Q1: 15,995 shares; 2025Q2: 15,719 shares; 2025Q3: 15,380 shares; 2025Q4: 15,153 shares; 2026Q1: 14,584 shares; 2026Q2: 15,547 shares 15,547 $30.9M 1.82% +963 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,080 shares; 2025Q1: 2,130 shares; 2025Q2: 6,828 shares; 2025Q3: 6,854 shares; 2025Q4: 8,057 shares; 2026Q1: 56,941 shares; 2026Q2: 73,277 shares 73,277 $27.7M 1.63% +16,336 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: 115,943 shares; 2024Q4: 116,673 shares; 2025Q1: 104,116 shares; 2025Q2: 103,280 shares; 2025Q3: 103,010 shares; 2025Q4: 102,380 shares; 2026Q1: 83,862 shares; 2026Q2: 75,535 shares 75,535 $25.9M 1.53% -8,327 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: 89,571 shares; 2024Q4: 90,088 shares; 2025Q1: 89,162 shares; 2025Q2: 88,681 shares; 2025Q3: 88,675 shares; 2025Q4: 87,759 shares; 2026Q1: 267,061 shares; 2026Q2: 49,763 shares 49,763 $24.9M 1.47% -217,298 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,612 shares; 2024Q4: 47,272 shares; 2025Q1: 46,851 shares; 2025Q2: 46,436 shares; 2025Q3: 45,884 shares; 2025Q4: 45,454 shares; 2026Q1: 45,139 shares; 2026Q2: 44,423 shares 44,423 $23.1M 1.36% -716 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: 144,099 shares; 2024Q4: 143,735 shares; 2025Q1: 142,368 shares; 2025Q2: 141,118 shares; 2025Q3: 140,372 shares; 2025Q4: 140,415 shares; 2026Q1: 139,653 shares; 2026Q2: 137,691 shares 137,691 $20.9M 1.23% -1,962 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: 16,214 shares; 2024Q4: 17,249 shares; 2025Q1: 53,636 shares; 2025Q2: 55,388 shares; 2025Q3: 58,653 shares; 2025Q4: 58,722 shares; 2026Q1: 58,942 shares; 2026Q2: 59,000 shares 59,000 $19.3M 1.14% +58 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,217 shares; 2024Q4: 59,447 shares; 2025Q1: 57,626 shares; 2025Q2: 54,835 shares; 2025Q3: 49,127 shares; 2025Q4: 45,041 shares; 2026Q1: 42,660 shares; 2026Q2: 41,408 shares 41,408 $17.2M 1.01% -1,252 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,948 shares; 2024Q4: 111,406 shares; 2025Q1: 114,064 shares; 2025Q2: 111,438 shares; 2025Q3: 111,074 shares; 2025Q4: 109,286 shares; 2026Q1: 78,746 shares; 2026Q2: 76,239 shares 76,239 $16.8M 0.99% -2,507 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: 36,847 shares; 2024Q4: 36,756 shares; 2025Q1: 24,072 shares; 2025Q2: 24,126 shares; 2025Q3: 24,449 shares; 2025Q4: 23,225 shares; 2026Q1: 22,996 shares; 2026Q2: 22,490 shares 22,490 $16.8M 0.99% -506 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,804 shares; 2024Q4: 135,162 shares; 2025Q1: 115,147 shares; 2025Q2: 113,999 shares; 2025Q3: 112,603 shares; 2025Q4: 109,863 shares; 2026Q1: 109,980 shares; 2026Q2: 73,708 shares 73,708 $16.1M 0.95% -36,272 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,764 shares; 2024Q4: 89,711 shares; 2025Q1: 86,662 shares; 2025Q2: 86,951 shares; 2025Q3: 86,399 shares; 2025Q4: 84,696 shares; 2026Q1: 83,033 shares; 2026Q2: 61,728 shares 61,728 $15.5M 0.92% -21,305 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: 44,857 shares; 2024Q4: 45,422 shares; 2025Q1: 46,620 shares; 2025Q2: 46,840 shares; 2025Q3: 46,422 shares; 2025Q4: 46,237 shares; 2026Q1: 46,253 shares; 2026Q2: 45,916 shares 45,916 $15.5M 0.92% -337 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,384 shares; 2024Q4: 44,321 shares; 2025Q1: 53,289 shares; 2025Q2: 55,146 shares; 2025Q3: 60,024 shares; 2025Q4: 63,584 shares; 2026Q1: 64,589 shares; 2026Q2: 64,034 shares 64,034 $15.2M 0.89% -555 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,234 shares; 2024Q4: 42,199 shares; 2025Q1: 41,479 shares; 2025Q2: 41,403 shares; 2025Q3: 41,551 shares; 2025Q4: 41,527 shares; 2026Q1: 41,538 shares; 2026Q2: 40,420 shares 40,420 $14.3M 0.84% -1,118 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,654 shares; 2024Q4: 125,795 shares; 2025Q1: 127,541 shares; 2025Q2: 127,286 shares; 2025Q3: 126,914 shares; 2025Q4: 125,054 shares; 2026Q1: 122,236 shares; 2026Q2: 119,506 shares 119,506 $14.1M 0.83% -2,730 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: 375,314 shares; 2024Q4: 374,326 shares; 2025Q1: 378,080 shares; 2025Q2: 372,637 shares; 2025Q3: 288,148 shares; 2025Q4: 280,717 shares; 2026Q1: 225,967 shares; 2026Q2: 161,033 shares 161,033 $14.1M 0.83% -64,934 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,523 shares; 2024Q4: 35,830 shares; 2025Q1: 35,956 shares; 2025Q2: 35,607 shares; 2025Q3: 35,482 shares; 2025Q4: 50,123 shares; 2026Q1: 49,039 shares; 2026Q2: 42,649 shares 42,649 $13.4M 0.79% -6,390 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: 72,676 shares; 2024Q4: 72,328 shares; 2025Q1: 72,600 shares; 2025Q2: 72,890 shares; 2025Q3: 50,952 shares; 2025Q4: 49,960 shares; 2026Q1: 49,257 shares; 2026Q2: 47,038 shares 47,038 $12.7M 0.75% -2,219 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,710 shares; 2024Q4: 454,915 shares; 2025Q1: 473,800 shares; 2025Q2: 412,366 shares; 2025Q3: 415,315 shares; 2025Q4: 408,342 shares; 2026Q1: 409,668 shares; 2026Q2: 405,687 shares 405,687 $12.4M 0.73% -3,981 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: 48,405 shares; 2024Q4: 47,634 shares; 2025Q1: 43,442 shares; 2025Q2: 42,275 shares; 2025Q3: 41,230 shares; 2025Q4: 40,871 shares; 2026Q1: 40,270 shares; 2026Q2: 39,926 shares 39,926 $12M 0.71% -344 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: 15,808 shares; 2024Q4: 15,785 shares; 2025Q1: 16,147 shares; 2025Q2: 16,306 shares; 2025Q3: 16,279 shares; 2025Q4: 163,916 shares; 2026Q1: 166,419 shares; 2026Q2: 163,764 shares 163,764 $11.7M 0.69% -2,655 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,045 shares; 2026Q1: 33,727 shares; 2026Q2: 34,625 shares 34,625 $11.6M 0.68% +898 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,170 shares; 2024Q4: 8,644 shares; 2025Q1: 9,927 shares; 2025Q2: 10,099 shares; 2025Q3: 11,607 shares; 2025Q4: 12,919 shares; 2026Q1: 14,198 shares; 2026Q2: 15,535 shares 15,535 $11.4M 0.67% +1,337 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238,292 shares 238,292 $11.4M 0.67% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,751 shares; 2025Q3: 106,273 shares; 2025Q4: 96,649 shares; 2026Q1: 96,094 shares; 2026Q2: 87,862 shares 87,862 $11.4M 0.67% -8,232 Timeline SPIP 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: 61,804 shares; 2024Q4: 116,575 shares; 2025Q1: 143,968 shares; 2025Q2: 145,800 shares; 2025Q3: 155,749 shares; 2025Q4: 161,800 shares; 2026Q1: 164,026 shares; 2026Q2: 426,017 shares 426,017 $10.9M 0.64% +261,991 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,891 shares; 2025Q2: 7,966 shares; 2025Q3: 7,889 shares; 2025Q4: 7,418 shares; 2026Q1: 7,431 shares; 2026Q2: 7,302 shares 7,302 $9.93M 0.59% -129 Timeline SJNK 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: 506,361 shares; 2024Q4: 481,581 shares; 2025Q1: 475,066 shares; 2025Q2: 450,699 shares; 2025Q3: 433,797 shares; 2025Q4: 408,145 shares; 2026Q1: 396,609 shares; 2026Q2: 390,591 shares 390,591 $9.78M 0.58% -6,018 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,599 shares; 2024Q4: 103,223 shares; 2025Q1: 100,505 shares; 2025Q2: 96,275 shares; 2025Q3: 94,868 shares; 2025Q4: 90,129 shares; 2026Q1: 88,546 shares; 2026Q2: 86,879 shares 86,879 $9.48M 0.56% -1,667 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65,407 shares; 2025Q1: 65,329 shares; 2025Q2: 67,012 shares; 2025Q3: 64,182 shares; 2025Q4: 59,329 shares; 2026Q1: 58,649 shares; 2026Q2: 53,369 shares 53,369 $8.9M 0.52% -5,280 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,480 shares; 2026Q1: 24,663 shares; 2026Q2: 24,638 shares 24,638 $8.14M 0.48% -25 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,518 shares; 2024Q4: 60,461 shares; 2025Q1: 66,475 shares; 2025Q2: 56,403 shares; 2025Q3: 60,896 shares; 2025Q4: 62,844 shares; 2026Q1: 69,324 shares; 2026Q2: 70,889 shares 70,889 $7.63M 0.45% +1,565 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: 25,824 shares; 2024Q4: 25,588 shares; 2025Q1: 23,695 shares; 2025Q2: 23,148 shares; 2025Q3: 23,022 shares; 2025Q4: 24,980 shares; 2026Q1: 29,282 shares; 2026Q2: 35,828 shares 35,828 $7.62M 0.45% +6,546 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,805 shares 35,805 $7.35M 0.43% new 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 reported; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: 918 shares; 2025Q3: 1,519 shares; 2025Q4: 1,470 shares; 2026Q1: 11,917 shares; 2026Q2: 11,405 shares 11,405 $6.42M 0.38% -512 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: 1,362 shares; 2024Q4: 1,339 shares; 2025Q1: 1,332 shares; 2025Q2: 1,338 shares; 2025Q3: 1,403 shares; 2025Q4: 1,467 shares; 2026Q1: 1,541 shares; 2026Q2: 15,677 shares 15,677 $6.23M 0.37% +14,136 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,815 shares; 2024Q4: 254,478 shares; 2025Q1: 258,444 shares; 2025Q2: 255,322 shares; 2025Q3: 266,206 shares; 2025Q4: 258,676 shares; 2026Q1: 248,643 shares; 2026Q2: 254,470 shares 254,470 $6.17M 0.36% +5,827 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,403 shares; 2024Q4: 51,881 shares; 2025Q1: 51,184 shares; 2025Q2: 50,724 shares; 2025Q3: 49,448 shares; 2025Q4: 49,170 shares; 2026Q1: 48,459 shares; 2026Q2: 48,756 shares 48,756 $5.73M 0.34% +297 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,012 shares; 2024Q4: 21,551 shares; 2025Q1: 21,223 shares; 2025Q2: 21,104 shares; 2025Q3: 20,377 shares; 2025Q4: 16,479 shares; 2026Q1: 15,941 shares; 2026Q2: 15,520 shares 15,520 $5.68M 0.33% -421 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: 32,174 shares; 2024Q4: 30,845 shares; 2025Q1: 21,284 shares; 2025Q2: 21,860 shares; 2025Q3: 21,036 shares; 2025Q4: 20,700 shares; 2026Q1: 20,721 shares; 2026Q2: 20,142 shares 20,142 $5.12M 0.3% -579 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: 10,838 shares; 2024Q4: 10,828 shares; 2025Q1: 12,526 shares; 2025Q2: 12,496 shares; 2025Q3: 14,493 shares; 2025Q4: 14,032 shares; 2026Q1: 14,122 shares; 2026Q2: 13,551 shares 13,551 $4.79M 0.28% -571 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,316 shares; 2024Q4: 146,964 shares; 2025Q1: 159,083 shares; 2025Q2: 163,728 shares; 2025Q3: 177,277 shares; 2025Q4: 177,946 shares; 2026Q1: 189,888 shares; 2026Q2: 196,600 shares 196,600 $4.76M 0.28% +6,712 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,816 shares; 2026Q1: 11,265 shares; 2026Q2: 10,069 shares 10,069 $4.62M 0.27% -1,196 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,478 shares; 2025Q4: 34,391 shares; 2026Q1: 31,993 shares; 2026Q2: 27,921 shares 27,921 $4.3M 0.25% -4,072 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: 25,558 shares; 2024Q4: 6,949 shares; 2025Q1: 7,174 shares; 2025Q2: 7,476 shares; 2025Q3: 12,866 shares; 2025Q4: 12,414 shares; 2026Q1: 12,424 shares; 2026Q2: 10,209 shares 10,209 $4.29M 0.25% -2,215 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,769 shares; 2024Q4: 115,524 shares; 2025Q1: 128,972 shares; 2025Q2: 133,386 shares; 2025Q3: 144,428 shares; 2025Q4: 148,280 shares; 2026Q1: 160,393 shares; 2026Q2: 166,941 shares 166,941 $4.22M 0.25% +6,548 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,348 shares; 2024Q4: 15,329 shares; 2025Q1: 7,078 shares; 2025Q2: 7,041 shares; 2025Q3: 7,231 shares; 2025Q4: 8,748 shares; 2026Q1: 21,817 shares; 2026Q2: 26,312 shares 26,312 $4.11M 0.24% +4,495 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: 93,372 shares; 2024Q4: 94,400 shares; 2025Q1: 96,265 shares; 2025Q2: 23,089 shares; 2025Q3: 26,669 shares; 2025Q4: 25,909 shares; 2026Q1: 25,663 shares; 2026Q2: 24,721 shares 24,721 $4.1M 0.24% -942 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,228 shares; 2024Q4: 36,596 shares; 2025Q1: 65,173 shares; 2025Q2: 139,239 shares; 2025Q3: 150,256 shares; 2025Q4: 154,401 shares; 2026Q1: 165,622 shares; 2026Q2: 177,115 shares 177,115 $3.86M 0.23% +11,493 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,946 shares; 2024Q4: 93,673 shares; 2025Q1: 102,221 shares; 2025Q2: 77,394 shares; 2025Q3: 79,851 shares; 2025Q4: 82,537 shares; 2026Q1: 86,843 shares; 2026Q2: 89,168 shares 89,168 $3.78M 0.22% +2,325 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,318 shares; 2024Q4: 89,735 shares; 2025Q1: 112,054 shares; 2025Q2: 115,469 shares; 2025Q3: 126,028 shares; 2025Q4: not reported; 2026Q1: 145,005 shares; 2026Q2: 151,144 shares 151,144 $3.5M 0.21% +6,139 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,995 shares; 2024Q4: 9,028 shares; 2025Q1: 8,756 shares; 2025Q2: 8,644 shares; 2025Q3: 8,933 shares; 2025Q4: 9,043 shares; 2026Q1: 9,380 shares; 2026Q2: 9,287 shares 9,287 $3.44M 0.2% -93 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,945 shares; 2024Q4: 19,661 shares; 2025Q1: 33,479 shares; 2025Q2: 95,815 shares; 2025Q3: 103,268 shares; 2025Q4: 108,629 shares; 2026Q1: 121,392 shares; 2026Q2: 134,439 shares 134,439 $2.8M 0.17% +13,047 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,461 shares; 2024Q4: 8,551 shares; 2025Q1: 7,862 shares; 2025Q2: 7,862 shares; 2025Q3: 7,842 shares; 2025Q4: 7,720 shares; 2026Q1: 7,606 shares; 2026Q2: 7,531 shares 7,531 $2.79M 0.16% -75 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,287 shares; 2024Q4: 3,244 shares; 2025Q1: 3,204 shares; 2025Q2: 3,268 shares; 2025Q3: 3,298 shares; 2025Q4: 6,435 shares; 2026Q1: 6,240 shares; 2026Q2: 6,378 shares 6,378 $2.72M 0.16% +138 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: 19,651 shares; 2024Q4: 19,264 shares; 2025Q1: 18,768 shares; 2025Q2: 18,106 shares; 2025Q3: 18,062 shares; 2025Q4: 18,086 shares; 2026Q1: 17,823 shares; 2026Q2: 18,154 shares 18,154 $2.48M 0.15% +331 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,229 shares; 2024Q4: 2,288 shares; 2025Q1: 2,226 shares; 2025Q2: 2,462 shares; 2025Q3: 2,826 shares; 2025Q4: 2,870 shares; 2026Q1: 2,674 shares; 2026Q2: 2,641 shares 2,641 $2.47M 0.15% -33 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: 51,161 shares; 2024Q4: 49,691 shares; 2025Q1: 9,280 shares; 2025Q2: 8,750 shares; 2025Q3: 8,370 shares; 2025Q4: 8,491 shares; 2026Q1: 8,421 shares; 2026Q2: 8,288 shares 8,288 $2.47M 0.15% -133 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,622 shares; 2025Q1: 16,772 shares; 2025Q2: 61,099 shares; 2025Q3: 65,901 shares; 2025Q4: 69,654 shares; 2026Q1: 78,490 shares; 2026Q2: 88,568 shares 88,568 $2.23M 0.13% +10,078 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,799 shares; 2024Q4: 5,785 shares; 2025Q1: 5,786 shares; 2025Q2: 5,841 shares; 2025Q3: 5,929 shares; 2025Q4: 5,882 shares; 2026Q1: 5,785 shares; 2026Q2: 6,136 shares 6,136 $2.22M 0.13% +351 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; 2024Q3: 6,569 shares; 2024Q4: 6,630 shares; 2025Q1: 6,989 shares; 2025Q2: 6,338 shares; 2025Q3: 6,275 shares; 2025Q4: 11,548 shares; 2026Q1: 11,736 shares; 2026Q2: 11,397 shares 11,397 $2.17M 0.13% -339 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 7,486 shares; 2025Q1: 7,488 shares; 2025Q2: 7,225 shares; 2025Q3: 8,890 shares; 2025Q4: 7,784 shares; 2026Q1: 8,150 shares; 2026Q2: 7,997 shares 7,997 $2.16M 0.13% -153 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: 99,670 shares; 2024Q4: 99,755 shares; 2025Q1: 72,900 shares; 2025Q2: 71,675 shares; 2025Q3: 66,948 shares; 2025Q4: 48,301 shares; 2026Q1: 45,946 shares; 2026Q2: 10,347 shares 10,347 $1.97M 0.12% -35,599 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: 1,824 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,947 shares; 2025Q3: 1,961 shares; 2025Q4: 1,936 shares; 2026Q1: 1,823 shares; 2026Q2: 1,849 shares 1,849 $1.97M 0.12% +26 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,132 shares; 2024Q4: 54,600 shares; 2025Q1: 53,036 shares; 2025Q2: 52,431 shares; 2025Q3: 51,339 shares; 2025Q4: 51,008 shares; 2026Q1: 51,065 shares; 2026Q2: 49,302 shares 49,302 $1.82M 0.11% -1,763 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,360 shares; 2025Q1: 9,850 shares; 2025Q2: 42,928 shares; 2025Q3: 47,243 shares; 2025Q4: 50,650 shares; 2026Q1: 58,803 shares; 2026Q2: 66,715 shares 66,715 $1.72M 0.1% +7,912 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,576 shares; 2024Q4: 49,986 shares; 2025Q1: 48,730 shares; 2025Q2: 47,945 shares; 2025Q3: 46,302 shares; 2025Q4: 45,949 shares; 2026Q1: 45,115 shares; 2026Q2: 44,342 shares 44,342 $1.6M 0.09% -773 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,693 shares; 2025Q1: 1,605 shares; 2025Q2: 1,821 shares; 2025Q3: 1,960 shares; 2025Q4: 1,973 shares; 2026Q1: 1,831 shares; 2026Q2: 2,206 shares 2,206 $1.59M 0.09% +375 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,600 shares; 2024Q4: 65,976 shares; 2025Q1: 65,688 shares; 2025Q2: 65,428 shares; 2025Q3: 63,558 shares; 2025Q4: 59,494 shares; 2026Q1: 59,494 shares; 2026Q2: 59,279 shares 59,279 $1.57M 0.09% -215 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,745 shares; 2024Q4: 9,727 shares; 2025Q1: 9,702 shares; 2025Q2: 11,569 shares; 2025Q3: 9,880 shares; 2025Q4: 8,305 shares; 2026Q1: 8,840 shares; 2026Q2: 8,739 shares 8,739 $1.28M 0.08% -101 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,160 shares; 2024Q4: 6,925 shares; 2025Q1: 6,375 shares; 2025Q2: 6,480 shares; 2025Q3: 6,894 shares; 2025Q4: 6,647 shares; 2026Q1: 6,731 shares; 2026Q2: 6,714 shares 6,714 $1.27M 0.08% -17 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,063 shares; 2026Q1: 1,072 shares; 2026Q2: 1,096 shares 1,096 $1.26M 0.07% +24 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,083 shares; 2024Q4: 153,769 shares; 2025Q1: 153,429 shares; 2025Q2: 151,692 shares; 2025Q3: 111,370 shares; 2025Q4: 27,358 shares; 2026Q1: 12,969 shares; 2026Q2: 12,305 shares 12,305 $1.19M 0.07% -664 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,153 shares; 2025Q3: 23,945 shares; 2025Q4: 26,753 shares; 2026Q1: 36,664 shares; 2026Q2: 45,351 shares 45,351 $1.18M 0.07% +8,687 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: 67,553 shares; 2024Q4: 67,565 shares; 2025Q1: 67,347 shares; 2025Q2: 65,420 shares; 2025Q3: 62,425 shares; 2025Q4: 61,178 shares; 2026Q1: 4,387 shares; 2026Q2: 4,277 shares 4,277 $1.16M 0.07% -110 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,428 shares; 2024Q4: 8,200 shares; 2025Q1: 7,712 shares; 2025Q2: 7,948 shares; 2025Q3: 7,162 shares; 2025Q4: 7,510 shares; 2026Q1: 9,040 shares; 2026Q2: 8,751 shares 8,751 $1.12M 0.07% -289 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: 2,652 shares; 2024Q4: 2,653 shares; 2025Q1: 2,634 shares; 2025Q2: 2,608 shares; 2025Q3: 3,077 shares; 2025Q4: 3,116 shares; 2026Q1: 3,263 shares; 2026Q2: 3,872 shares 3,872 $1.09M 0.06% +609 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: 2,522 shares; 2024Q4: 2,648 shares; 2025Q1: 2,668 shares; 2025Q2: 3,077 shares; 2025Q3: 2,797 shares; 2025Q4: 2,632 shares; 2026Q1: 2,883 shares; 2026Q2: 2,920 shares 2,920 $1.03M 0.06% +37 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 501 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 1,130 shares; 2026Q1: 751 shares; 2026Q2: 8,209 shares 8,209 $1.02M 0.06% +7,458 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: 432 shares; 2024Q4: 432 shares; 2025Q1: 833 shares; 2025Q2: 1,415 shares; 2025Q3: 1,435 shares; 2025Q4: 1,150 shares; 2026Q1: 1,432 shares; 2026Q2: 1,479 shares 1,479 $1.02M 0.06% +47 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 1,052 shares 1,052 $1.01M 0.06% +7 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,635 shares; 2024Q4: 11,083 shares; 2025Q1: 10,689 shares; 2025Q2: 10,854 shares; 2025Q3: 10,686 shares; 2025Q4: 11,211 shares; 2026Q1: 12,511 shares; 2026Q2: 12,440 shares 12,440 $1.01M 0.06% -71 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: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,351 shares; 2025Q2: 2,381 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,485 shares; 2026Q2: 2,660 shares 2,660 $980K 0.06% +175 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: 4,723 shares; 2024Q4: 8,176 shares; 2025Q1: 8,254 shares; 2025Q2: 8,224 shares; 2025Q3: 8,495 shares; 2025Q4: 8,228 shares; 2026Q1: 8,228 shares; 2026Q2: 8,245 shares 8,245 $934K 0.06% +17 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,585 shares; 2024Q4: 23,063 shares; 2025Q1: 8,589 shares; 2025Q2: 8,674 shares; 2025Q3: 8,977 shares; 2025Q4: 8,952 shares; 2026Q1: 8,297 shares; 2026Q2: 8,257 shares 8,257 $911K 0.05% -40 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,996 shares; 2024Q4: 30,285 shares; 2025Q1: 30,345 shares; 2025Q2: 30,345 shares; 2025Q3: 30,345 shares; 2025Q4: 33,345 shares; 2026Q1: 30,575 shares; 2026Q2: 30,575 shares 30,575 $900K 0.05% 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: 10,792 shares; 2024Q4: 10,713 shares; 2025Q1: 8,798 shares; 2025Q2: 8,797 shares; 2025Q3: 8,812 shares; 2025Q4: 7,906 shares; 2026Q1: 9,638 shares; 2026Q2: 7,229 shares 7,229 $849K 0.05% -2,409 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,946 shares; 2024Q4: 87,538 shares; 2025Q1: 85,600 shares; 2025Q2: 11,328 shares; 2025Q3: 10,699 shares; 2025Q4: 8,395 shares; 2026Q1: 6,703 shares; 2026Q2: 6,231 shares 6,231 $844K 0.05% -472 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,246 shares; 2024Q4: 2,231 shares; 2025Q1: 2,237 shares; 2025Q2: 2,221 shares; 2025Q3: 2,216 shares; 2025Q4: 1,700 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $840K 0.05% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,422 shares; 2025Q2: 7,149 shares; 2025Q3: 6,906 shares; 2025Q4: 6,761 shares; 2026Q1: 7,736 shares; 2026Q2: 7,035 shares 7,035 $803K 0.05% -701 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: 702 shares; 2024Q4: 753 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 760 shares; 2026Q1: 748 shares; 2026Q2: 793 shares 793 $803K 0.05% +45 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: 894 shares; 2024Q4: 1,237 shares; 2025Q1: 1,197 shares; 2025Q2: 1,198 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,218 shares; 2026Q2: 1,221 shares 1,221 $775K 0.05% +3 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,992 shares; 2024Q4: 7,784 shares; 2025Q1: 9,904 shares; 2025Q2: 5,583 shares; 2025Q3: 4,859 shares; 2025Q4: 4,183 shares; 2026Q1: 4,183 shares; 2026Q2: 2,558 shares 2,558 $762K 0.04% -1,625 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: not reported; 2025Q2: 1,041 shares; 2025Q3: 1,065 shares; 2025Q4: 2,992 shares; 2026Q1: 2,992 shares; 2026Q2: 3,028 shares 3,028 $734K 0.04% +36 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,012 shares; 2025Q1: 3,204 shares; 2025Q2: 3,179 shares; 2025Q3: 3,000 shares; 2025Q4: 3,075 shares; 2026Q1: 3,310 shares; 2026Q2: 2,793 shares 2,793 $727K 0.04% -517 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,781 shares; 2025Q1: 35,931 shares; 2025Q2: 34,617 shares; 2025Q3: 30,780 shares; 2025Q4: 25,562 shares; 2026Q1: 25,512 shares; 2026Q2: 22,593 shares 22,593 $690K 0.04% -2,919 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730 shares; 2024Q4: 1,430 shares; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: 1,687 shares; 2025Q4: 1,700 shares; 2026Q1: 3,404 shares; 2026Q2: 3,549 shares 3,549 $656K 0.04% +145 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 2,585 shares; 2025Q4: 2,679 shares; 2026Q1: 2,850 shares; 2026Q2: 2,886 shares 2,886 $655K 0.04% +36 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: 2,232 shares; 2024Q4: 2,217 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,570 shares; 2025Q4: 1,670 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares 1,570 $643K 0.04% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,184 shares; 2024Q4: 4,179 shares; 2025Q1: 3,099 shares; 2025Q2: 3,079 shares; 2025Q3: 2,999 shares; 2025Q4: 2,999 shares; 2026Q1: 2,899 shares; 2026Q2: 2,829 shares 2,829 $626K 0.04% -70 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 3,846 shares; 2025Q3: 3,846 shares; 2025Q4: 3,488 shares; 2026Q1: 3,421 shares; 2026Q2: 3,421 shares 3,421 $603K 0.04% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,051 shares 5,051 $591K 0.03% new 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: 4,684 shares; 2024Q4: 4,767 shares; 2025Q1: 5,067 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,970 shares; 2026Q1: 4,770 shares; 2026Q2: 4,320 shares 4,320 $591K 0.03% -450 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,715 shares 11,715 $586K 0.03% new 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: 8,430 shares; 2024Q4: 8,356 shares; 2025Q1: 6,816 shares; 2025Q2: 6,270 shares; 2025Q3: 5,891 shares; 2025Q4: 4,759 shares; 2026Q1: 4,759 shares; 2026Q2: 4,699 shares 4,699 $571K 0.03% -60 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,425 shares; 2024Q4: 7,452 shares; 2025Q1: 5,860 shares; 2025Q2: 5,902 shares; 2025Q3: 5,904 shares; 2025Q4: 5,811 shares; 2026Q1: 6,178 shares; 2026Q2: 6,245 shares 6,245 $567K 0.03% +67 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,404 shares; 2024Q4: 13,227 shares; 2025Q1: 18,553 shares; 2025Q2: 18,583 shares; 2025Q3: 18,272 shares; 2025Q4: 18,340 shares; 2026Q1: 18,719 shares; 2026Q2: 18,746 shares 18,746 $543K 0.03% +27 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,517 shares; 2024Q4: 16,047 shares; 2025Q1: 15,817 shares; 2025Q2: 15,364 shares; 2025Q3: 15,257 shares; 2025Q4: 14,555 shares; 2026Q1: 14,125 shares; 2026Q2: 5,656 shares 5,656 $535K 0.03% -8,469 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,488 shares; 2025Q3: 11,321 shares; 2025Q4: 11,573 shares; 2026Q1: 9,289 shares; 2026Q2: 9,169 shares 9,169 $522K 0.03% -120 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $519K 0.03% 0 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: 5,855 shares; 2024Q4: 6,138 shares; 2025Q1: 5,758 shares; 2025Q2: 5,509 shares; 2025Q3: 5,386 shares; 2025Q4: 4,765 shares; 2026Q1: 5,361 shares; 2026Q2: 5,117 shares 5,117 $492K 0.03% -244 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; 2024Q3: 4,415 shares; 2024Q4: 5,351 shares; 2025Q1: 4,135 shares; 2025Q2: 4,555 shares; 2025Q3: 4,337 shares; 2025Q4: 3,884 shares; 2026Q1: 3,884 shares; 2026Q2: 3,884 shares 3,884 $492K 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,137 shares; 2025Q3: 3,881 shares; 2025Q4: 3,969 shares; 2026Q1: 4,074 shares; 2026Q2: 4,160 shares 4,160 $485K 0.03% +86 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; 2024Q3: not reported; 2024Q4: 4,913 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 693 shares; 2026Q2: 703 shares 703 $461K 0.03% +10 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,123 shares 3,123 $436K 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826 shares; 2024Q4: 883 shares; 2025Q1: 872 shares; 2025Q2: 924 shares; 2025Q3: 833 shares; 2025Q4: 852 shares; 2026Q1: 838 shares; 2026Q2: 838 shares 838 $427K 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335 shares; 2025Q3: 1,504 shares; 2025Q4: 1,344 shares; 2026Q1: not reported; 2026Q2: 1,244 shares 1,244 $424K 0.03% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,264 shares; 2025Q1: 1,260 shares; 2025Q2: 1,254 shares; 2025Q3: 1,116 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,072 shares 1,072 $422K 0.02% -4 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,749 shares; 2024Q4: 5,505 shares; 2025Q1: 5,225 shares; 2025Q2: 5,238 shares; 2025Q3: 5,267 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares; 2026Q2: 4,620 shares 4,620 $421K 0.02% -560 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857 shares; 2024Q4: 1,857 shares; 2025Q1: 1,857 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,207 shares; 2026Q1: 1,007 shares; 2026Q2: 982 shares 982 $419K 0.02% -25 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,778 shares; 2024Q4: 5,008 shares; 2025Q1: 4,921 shares; 2025Q2: 4,533 shares; 2025Q3: 4,866 shares; 2025Q4: 4,866 shares; 2026Q1: 4,700 shares; 2026Q2: 4,291 shares 4,291 $411K 0.02% -409 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,930 shares; 2025Q2: 2,033 shares; 2025Q3: 2,027 shares; 2025Q4: 1,972 shares; 2026Q1: 1,969 shares; 2026Q2: 1,969 shares 1,969 $395K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,174 shares; 2024Q4: 4,043 shares; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,693 shares; 2025Q4: 2,668 shares; 2026Q1: 1,889 shares; 2026Q2: 1,824 shares 1,824 $395K 0.02% -65 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: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 2,111 shares; 2025Q2: 2,073 shares; 2025Q3: 1,884 shares; 2025Q4: 1,825 shares; 2026Q1: 1,801 shares; 2026Q2: 2,168 shares 2,168 $392K 0.02% +367 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,218 shares; 2024Q4: 3,412 shares; 2025Q1: 2,910 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,227 shares; 2026Q1: 2,227 shares; 2026Q2: 2,207 shares 2,207 $380K 0.02% -20 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,611 shares; 2024Q4: 2,611 shares; 2025Q1: 1,978 shares; 2025Q2: 2,015 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares; 2026Q2: 1,978 shares 1,978 $376K 0.02% 0 Timeline FLQM 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: 6,281 shares; 2024Q4: 6,281 shares; 2025Q1: 6,281 shares; 2025Q2: 6,281 shares; 2025Q3: 6,281 shares; 2025Q4: 6,281 shares; 2026Q1: 6,281 shares; 2026Q2: 6,281 shares 6,281 $364K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,421 shares 1,421 $363K 0.02% new 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: 513 shares; 2024Q4: 513 shares; 2025Q1: 478 shares; 2025Q2: 474 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 3,022 shares 3,022 $361K 0.02% +2,644 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 966 shares; 2026Q1: 917 shares; 2026Q2: 955 shares 955 $357K 0.02% +38 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,297 shares; 2024Q4: 4,297 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,987 shares; 2025Q4: 3,987 shares; 2026Q1: 6,253 shares; 2026Q2: 5,181 shares 5,181 $354K 0.02% -1,072 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,463 shares; 2024Q4: 5,293 shares; 2025Q1: 3,322 shares; 2025Q2: 3,354 shares; 2025Q3: 2,948 shares; 2025Q4: 2,286 shares; 2026Q1: 1,500 shares; 2026Q2: 1,432 shares 1,432 $353K 0.02% -68 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $345K 0.02% 0 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: 1,082 shares; 2024Q4: 1,207 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $340K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,543 shares; 2024Q4: 3,543 shares; 2025Q1: 3,529 shares; 2025Q2: 3,432 shares; 2025Q3: 3,192 shares; 2025Q4: 3,063 shares; 2026Q1: 3,013 shares; 2026Q2: 3,042 shares 3,042 $340K 0.02% +29 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,350 shares; 2025Q1: 2,840 shares; 2025Q2: 2,720 shares; 2025Q3: 3,053 shares; 2025Q4: 2,605 shares; 2026Q1: 2,277 shares; 2026Q2: 2,319 shares 2,319 $340K 0.02% +42 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $339K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,070 shares 1,070 $323K 0.02% new 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 336 shares; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $320K 0.02% 0 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: 6,732 shares; 2024Q4: 6,732 shares; 2025Q1: 4,855 shares; 2025Q2: 5,971 shares; 2025Q3: 5,787 shares; 2025Q4: 5,239 shares; 2026Q1: 5,240 shares; 2026Q2: 5,500 shares 5,500 $318K 0.02% +260 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,812 shares; 2024Q4: 30,669 shares; 2025Q1: 30,163 shares; 2025Q2: 29,417 shares; 2025Q3: 5,079 shares; 2025Q4: 3,484 shares; 2026Q1: 1,388 shares; 2026Q2: 921 shares 921 $312K 0.02% -467 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: 485 shares; 2024Q4: 485 shares; 2025Q1: 474 shares; 2025Q2: 622 shares; 2025Q3: 684 shares; 2025Q4: 601 shares; 2026Q1: 610 shares; 2026Q2: 619 shares 619 $310K 0.02% +9 Timeline CWB 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: 330,233 shares; 2024Q4: 51,347 shares; 2025Q1: 8,383 shares; 2025Q2: 7,505 shares; 2025Q3: 6,465 shares; 2025Q4: 6,435 shares; 2026Q1: 4,960 shares; 2026Q2: 2,860 shares 2,860 $308K 0.02% -2,100 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: 796 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 814 shares; 2025Q3: 796 shares; 2025Q4: 825 shares; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $308K 0.02% 0 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: 684 shares; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 713 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $306K 0.02% 0 Timeline VIS 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 reported; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 848 shares; 2026Q2: 848 shares 848 $306K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62,163 shares; 2025Q1: 6,839 shares; 2025Q2: 12,452 shares; 2025Q3: 6,476 shares; 2025Q4: 6,376 shares; 2026Q1: 6,376 shares; 2026Q2: 6,583 shares 6,583 $304K 0.02% +207 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,502 shares; 2026Q1: 8,902 shares; 2026Q2: 9,527 shares 9,527 $302K 0.02% +625 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,190 shares; 2024Q4: 2,723 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,283 shares 2,283 $284K 0.02% +23 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,280 shares; 2024Q4: 58,752 shares; 2025Q1: 57,254 shares; 2025Q2: 56,258 shares; 2025Q3: 7,407 shares; 2025Q4: 4,426 shares; 2026Q1: 2,413 shares; 2026Q2: 1,809 shares 1,809 $283K 0.02% -604 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: 520 shares; 2024Q4: 551 shares; 2025Q1: 467 shares; 2025Q2: 575 shares; 2025Q3: 684 shares; 2025Q4: 612 shares; 2026Q1: 554 shares; 2026Q2: 546 shares 546 $280K 0.02% -8 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 903 shares; 2026Q2: 920 shares 920 $279K 0.02% +17 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $277K 0.02% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares; 2026Q2: 1,408 shares 1,408 $276K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,239 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 8,339 shares; 2025Q3: 5,239 shares; 2025Q4: 2,239 shares; 2026Q1: 2,239 shares; 2026Q2: 2,299 shares 2,299 $270K 0.02% +60 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 718 shares 718 $269K 0.02% -105 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,054 shares; 2024Q4: 3,020 shares; 2025Q1: 3,041 shares; 2025Q2: 2,758 shares; 2025Q3: 3,110 shares; 2025Q4: 2,739 shares; 2026Q1: 2,610 shares; 2026Q2: 2,587 shares 2,587 $264K 0.02% -23 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $263K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 539 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $263K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $256K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 1,154 shares; 2025Q1: 1,056 shares; 2025Q2: 1,096 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares 1,071 $255K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,175 shares; 2026Q1: 1,220 shares; 2026Q2: 1,102 shares 1,102 $253K 0.01% -118 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,755 shares; 2025Q4: 1,802 shares; 2026Q1: 1,767 shares; 2026Q2: 1,767 shares 1,767 $251K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,567 shares; 2026Q1: 8,807 shares; 2026Q2: 8,818 shares 8,818 $244K 0.01% +11 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,013 shares 5,013 $238K 0.01% new Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,275 shares 9,275 $238K 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 3,810 shares; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares; 2025Q3: 3,857 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares; 2026Q2: 3,097 shares 3,097 $238K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,103 shares; 2025Q3: 5,082 shares; 2025Q4: 2,693 shares; 2026Q1: 2,694 shares; 2026Q2: 1,444 shares 1,444 $237K 0.01% -1,250 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 5,096 shares; 2026Q1: 5,881 shares; 2026Q2: 5,598 shares 5,598 $237K 0.01% -283 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares; 2026Q1: 2,658 shares; 2026Q2: 2,658 shares 2,658 $231K 0.01% 0 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; 2024Q3: 1,780 shares; 2024Q4: 1,680 shares; 2025Q1: 1,625 shares; 2025Q2: 1,629 shares; 2025Q3: 1,625 shares; 2025Q4: 1,590 shares; 2026Q1: 1,397 shares; 2026Q2: 1,406 shares 1,406 $230K 0.01% +9 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $228K 0.01% new Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,344 shares; 2026Q2: 6,344 shares 6,344 $228K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $224K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,082 shares; 2024Q4: 12,082 shares; 2025Q1: 12,082 shares; 2025Q2: 12,132 shares; 2025Q3: 12,132 shares; 2025Q4: 12,082 shares; 2026Q1: 12,082 shares; 2026Q2: 12,082 shares 12,082 $224K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,153 shares; 2025Q3: not reported; 2025Q4: 2,752 shares; 2026Q1: 2,716 shares; 2026Q2: 2,601 shares 2,601 $218K 0.01% -115 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,337 shares; 2025Q4: 4,956 shares; 2026Q1: 4,797 shares; 2026Q2: 4,798 shares 4,798 $218K 0.01% +1 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $214K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,090 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: 3,412 shares; 2025Q4: not reported; 2026Q1: 3,412 shares; 2026Q2: 3,412 shares 3,412 $211K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 970 shares; 2025Q1: 1,300 shares; 2025Q2: 634 shares; 2025Q3: 635 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 608 shares 608 $209K 0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,758 shares 2,758 $209K 0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609 shares 609 $209K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,057 shares; 2025Q2: 2,712 shares; 2025Q3: 2,679 shares; 2025Q4: 2,404 shares; 2026Q1: 2,304 shares; 2026Q2: 2,184 shares 2,184 $208K 0.01% -120 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares; 2026Q2: 661 shares 661 $207K 0.01% -35 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,005 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830 shares 830 $204K 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,745 shares; 2024Q4: 16,745 shares; 2025Q1: 16,745 shares; 2025Q2: 16,745 shares; 2025Q3: 16,745 shares; 2025Q4: 16,745 shares; 2026Q1: 16,745 shares; 2026Q2: 16,745 shares 16,745 $201K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,272 shares; 2026Q2: 1,050 shares 1,050 $201K 0.01% -222 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,372 shares 1,372 $200K 0.01% new Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,570 shares; 2024Q4: 10,570 shares; 2025Q1: 10,570 shares; 2025Q2: 10,570 shares; 2025Q3: 10,570 shares; 2025Q4: 10,570 shares; 2026Q1: 10,570 shares; 2026Q2: 10,570 shares 10,570 $145K 0.01% 0 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,800 shares; 2024Q4: 22,800 shares; 2025Q1: 22,800 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares; 2025Q4: 22,800 shares; 2026Q1: 22,800 shares; 2026Q2: 22,800 shares 22,800 $90.3K 0.01% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,798 shares; 2024Q4: 11,798 shares; 2025Q1: 11,798 shares; 2025Q2: 11,798 shares; 2025Q3: 11,798 shares; 2025Q4: 11,798 shares; 2026Q1: 11,798 shares; 2026Q2: 11,798 shares 11,798 $88.2K 0.01% 0 Timeline REEAF REE AUTOMOTIVE LTD More: the full row for REE AUTOMOTIVE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,738 shares; 2025Q1: 73,162 shares; 2025Q2: 28,206 shares; 2025Q3: 28,206 shares; 2025Q4: 28,206 shares; 2026Q1: 28,206 shares; 2026Q2: 28,206 shares 28,206 $5.53K <0.01% 0 Timeline