NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,006 shares; 2024Q4: 38,328 shares; 2025Q1: 37,370 shares; 2025Q2: 46,172 shares; 2025Q3: 41,958 shares; 2025Q4: 36,776 shares; 2026Q1: 35,817 shares; 2026Q2: 25,602 shares 25,602 $5.12M 3.7% -10,215 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,930 shares; 2024Q4: 38,000 shares; 2025Q1: 38,036 shares; 2025Q2: 37,462 shares; 2025Q3: 27,261 shares; 2025Q4: 24,938 shares; 2026Q1: 24,567 shares; 2026Q2: 14,302 shares 14,302 $5.11M 3.69% -10,265 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: 23,379 shares; 2024Q4: 22,709 shares; 2025Q1: 22,655 shares; 2025Q2: 22,414 shares; 2025Q3: 20,273 shares; 2025Q4: 17,835 shares; 2026Q1: 17,820 shares; 2026Q2: 13,822 shares 13,822 $4.74M 3.43% -3,998 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: 47,896 shares; 2024Q4: 46,855 shares; 2025Q1: 46,462 shares; 2025Q2: 46,219 shares; 2025Q3: 31,005 shares; 2025Q4: 24,612 shares; 2026Q1: 24,258 shares; 2026Q2: 16,238 shares 16,238 $4.7M 3.4% -8,020 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: not reported; 2026Q1: 3,101 shares; 2026Q2: 3,826 shares 3,826 $4.42M 3.19% +725 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: 16,313 shares; 2024Q4: 15,819 shares; 2025Q1: 15,819 shares; 2025Q2: 15,876 shares; 2025Q3: 15,732 shares; 2025Q4: 14,939 shares; 2026Q1: 15,234 shares; 2026Q2: 11,315 shares 11,315 $4.22M 3.05% -3,919 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: 37,594 shares; 2024Q4: 36,174 shares; 2025Q1: 35,791 shares; 2025Q2: 35,434 shares; 2025Q3: 35,256 shares; 2025Q4: 31,037 shares; 2026Q1: 30,987 shares; 2026Q2: 15,857 shares 15,857 $3.78M 2.73% -15,130 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: 31,175 shares; 2024Q4: 33,490 shares; 2025Q1: 37,570 shares; 2025Q2: 37,570 shares; 2025Q3: 37,570 shares; 2025Q4: 42,900 shares; 2026Q1: 42,900 shares; 2026Q2: 51,065 shares 51,065 $3.64M 2.63% +8,165 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: 11,465 shares; 2024Q4: 11,345 shares; 2025Q1: 11,397 shares; 2025Q2: 11,204 shares; 2025Q3: 9,855 shares; 2025Q4: 9,739 shares; 2026Q1: 9,671 shares; 2026Q2: 9,589 shares 9,589 $3.62M 2.62% -82 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: 14,414 shares; 2024Q4: 13,904 shares; 2025Q1: 13,625 shares; 2025Q2: 13,369 shares; 2025Q3: 10,215 shares; 2025Q4: 9,335 shares; 2026Q1: 9,317 shares; 2026Q2: 6,317 shares 6,317 $3.56M 2.57% -3,000 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: 14,818 shares; 2024Q4: 14,225 shares; 2025Q1: 14,190 shares; 2025Q2: 14,024 shares; 2025Q3: 16,622 shares; 2025Q4: 15,640 shares; 2026Q1: 15,740 shares; 2026Q2: 10,718 shares 10,718 $3.51M 2.54% -5,022 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: 7,796 shares; 2024Q4: 15,341 shares; 2025Q1: 15,009 shares; 2025Q2: 14,454 shares; 2025Q3: 14,371 shares; 2025Q4: 13,618 shares; 2026Q1: 13,583 shares; 2026Q2: 9,609 shares 9,609 $3.28M 2.37% -3,974 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: 10,767 shares; 2024Q4: 10,232 shares; 2025Q1: 10,102 shares; 2025Q2: 9,776 shares; 2025Q3: 9,225 shares; 2025Q4: 8,454 shares; 2026Q1: 8,395 shares; 2026Q2: 6,397 shares 6,397 $3.2M 2.31% -1,998 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: 17,069 shares; 2024Q4: 16,710 shares; 2025Q1: 16,649 shares; 2025Q2: 16,689 shares; 2025Q3: 16,693 shares; 2025Q4: 15,788 shares; 2026Q1: 15,841 shares; 2026Q2: 10,845 shares 10,845 $3.18M 2.3% -4,996 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: 16,816 shares; 2024Q4: 16,279 shares; 2025Q1: 16,303 shares; 2025Q2: 15,925 shares; 2025Q3: 15,894 shares; 2025Q4: 11,130 shares; 2026Q1: 11,129 shares; 2026Q2: 8,632 shares 8,632 $3.04M 2.2% -2,497 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,505 shares; 2024Q4: 15,344 shares; 2025Q1: 15,284 shares; 2025Q2: 15,149 shares; 2025Q3: 11,072 shares; 2025Q4: 10,548 shares; 2026Q1: 10,539 shares; 2026Q2: 6,566 shares 6,566 $3.01M 2.18% -3,973 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,536 shares; 2024Q4: 26,511 shares; 2025Q1: 26,357 shares; 2025Q2: 27,794 shares; 2025Q3: 28,000 shares; 2025Q4: 27,997 shares; 2026Q1: 27,983 shares; 2026Q2: 28,051 shares 28,051 $2.91M 2.11% +68 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,965 shares; 2024Q4: 30,045 shares; 2025Q1: 29,954 shares; 2025Q2: 29,432 shares; 2025Q3: 29,352 shares; 2025Q4: 21,408 shares; 2026Q1: 20,990 shares; 2026Q2: 12,974 shares 12,974 $2.76M 2% -8,016 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,570 shares; 2024Q4: 32,630 shares; 2025Q1: 32,636 shares; 2025Q2: 32,175 shares; 2025Q3: 21,056 shares; 2025Q4: 19,028 shares; 2026Q1: 7,420 shares; 2026Q2: 6,497 shares 6,497 $2.7M 1.95% -923 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,980 shares; 2024Q4: 86,080 shares; 2025Q1: 83,055 shares; 2025Q2: 81,375 shares; 2025Q3: 80,558 shares; 2025Q4: 62,817 shares; 2026Q1: 60,203 shares; 2026Q2: 35,712 shares 35,712 $2.65M 1.92% -24,491 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: 12,770 shares; 2024Q4: 12,592 shares; 2025Q1: 12,593 shares; 2025Q2: 12,603 shares; 2025Q3: 12,625 shares; 2025Q4: 9,594 shares; 2026Q1: 9,607 shares; 2026Q2: 5,120 shares 5,120 $2.57M 1.85% -4,487 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,434 shares; 2024Q4: 56,103 shares; 2025Q1: 56,098 shares; 2025Q2: 55,455 shares; 2025Q3: 40,488 shares; 2025Q4: 37,420 shares; 2026Q1: 37,493 shares; 2026Q2: 27,706 shares 27,706 $2.56M 1.85% -9,787 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: 15,656 shares; 2024Q4: 15,301 shares; 2025Q1: 15,238 shares; 2025Q2: 15,012 shares; 2025Q3: 15,015 shares; 2025Q4: 11,685 shares; 2026Q1: 11,656 shares; 2026Q2: 7,718 shares 7,718 $2.43M 1.76% -3,938 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,877 shares; 2025Q2: 3,021 shares; 2025Q3: 3,062 shares; 2025Q4: 3,002 shares; 2026Q1: 3,015 shares; 2026Q2: 2,011 shares 2,011 $2.41M 1.74% -1,004 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: 5,351 shares; 2024Q4: 5,132 shares; 2025Q1: 4,652 shares; 2025Q2: 4,471 shares; 2025Q3: 4,470 shares; 2025Q4: 4,468 shares; 2026Q1: 4,457 shares; 2026Q2: 2,457 shares 2,457 $2.3M 1.66% -2,000 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,982 shares; 2024Q4: 37,182 shares; 2025Q1: 37,065 shares; 2025Q2: 36,575 shares; 2025Q3: 36,697 shares; 2025Q4: 35,987 shares; 2026Q1: 35,932 shares; 2026Q2: 35,877 shares 35,877 $2.17M 1.57% -55 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,942 shares; 2024Q4: 15,511 shares; 2025Q1: 15,439 shares; 2025Q2: 15,534 shares; 2025Q3: 15,529 shares; 2025Q4: 14,723 shares; 2026Q1: 14,671 shares; 2026Q2: 7,673 shares 7,673 $2.14M 1.54% -6,998 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: 11,383 shares; 2024Q4: 10,957 shares; 2025Q1: 10,944 shares; 2025Q2: 10,822 shares; 2025Q3: 10,853 shares; 2025Q4: 10,822 shares; 2026Q1: 10,837 shares; 2026Q2: 5,837 shares 5,837 $2.11M 1.53% -5,000 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: 21,409 shares; 2024Q4: 19,389 shares; 2025Q1: 19,556 shares; 2025Q2: 19,341 shares; 2025Q3: 19,573 shares; 2025Q4: 18,657 shares; 2026Q1: 18,649 shares; 2026Q2: 14,695 shares 14,695 $2.01M 1.45% -3,954 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: 17,751 shares; 2024Q4: 16,766 shares; 2025Q1: 16,879 shares; 2025Q2: 16,552 shares; 2025Q3: 18,509 shares; 2025Q4: 18,309 shares; 2026Q1: 18,299 shares; 2026Q2: 13,303 shares 13,303 $1.95M 1.41% -4,996 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: 32,595 shares; 2024Q4: 32,595 shares; 2025Q1: 32,595 shares; 2025Q2: 32,595 shares; 2025Q3: 11,503 shares; 2025Q4: 6,503 shares; 2026Q1: 6,503 shares; 2026Q2: 6,503 shares 6,503 $1.94M 1.4% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 11,078 shares; 2025Q3: 11,112 shares; 2025Q4: 25,017 shares; 2026Q1: 25,128 shares; 2026Q2: 25,134 shares 25,134 $1.81M 1.31% +6 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: 19,904 shares; 2024Q4: 18,814 shares; 2025Q1: 18,878 shares; 2025Q2: 18,739 shares; 2025Q3: 18,781 shares; 2025Q4: 18,245 shares; 2026Q1: 18,305 shares; 2026Q2: 13,312 shares 13,312 $1.8M 1.3% -4,993 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: 1,881 shares; 2024Q4: 1,846 shares; 2025Q1: 1,291 shares; 2025Q2: 2,176 shares; 2025Q3: 1,753 shares; 2025Q4: 2,650 shares; 2026Q1: 3,380 shares; 2026Q2: 3,840 shares 3,840 $1.76M 1.27% +460 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: 24,614 shares; 2024Q4: 23,864 shares; 2025Q1: 23,558 shares; 2025Q2: 22,090 shares; 2025Q3: 22,250 shares; 2025Q4: 22,057 shares; 2026Q1: 22,119 shares; 2026Q2: 22,146 shares 22,146 $1.71M 1.23% +27 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: 11,010 shares; 2024Q4: 11,450 shares; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 5,360 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares; 2026Q2: 5,490 shares 5,490 $1.66M 1.2% +2,655 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,428 shares 1,428 $1.52M 1.1% new 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: 9,665 shares; 2024Q4: 9,365 shares; 2025Q1: 8,805 shares; 2025Q2: 5,295 shares; 2025Q3: 5,285 shares; 2025Q4: 4,630 shares; 2026Q1: 4,250 shares; 2026Q2: 4,125 shares 4,125 $1.46M 1.05% -125 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: 10,597 shares; 2024Q4: 10,907 shares; 2025Q1: 10,845 shares; 2025Q2: 10,470 shares; 2025Q3: 10,728 shares; 2025Q4: 9,674 shares; 2026Q1: 9,764 shares; 2026Q2: 9,785 shares 9,785 $1.45M 1.05% +21 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,854 shares; 2024Q4: 6,956 shares; 2025Q1: 6,801 shares; 2025Q2: 6,444 shares; 2025Q3: 6,146 shares; 2025Q4: 6,045 shares; 2026Q1: 5,906 shares; 2026Q2: 5,906 shares 5,906 $1.38M 0.99% 0 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,600 shares; 2024Q4: 28,600 shares; 2025Q1: 28,600 shares; 2025Q2: 28,600 shares; 2025Q3: 28,600 shares; 2025Q4: 25,600 shares; 2026Q1: 15,600 shares; 2026Q2: 15,600 shares 15,600 $1.31M 0.95% 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; 2024Q3: 2,139 shares; 2024Q4: 1,774 shares; 2025Q1: 1,574 shares; 2025Q2: 3,113 shares; 2025Q3: 2,940 shares; 2025Q4: 28,939 shares; 2026Q1: 28,922 shares; 2026Q2: 17,969 shares 17,969 $1.28M 0.93% -10,953 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: 12,034 shares; 2024Q4: 11,694 shares; 2025Q1: 11,698 shares; 2025Q2: 11,589 shares; 2025Q3: 11,589 shares; 2025Q4: 11,698 shares; 2026Q1: 11,693 shares; 2026Q2: 7,383 shares 7,383 $1.16M 0.84% -4,310 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,828 shares; 2024Q4: 30,828 shares; 2025Q1: 30,828 shares; 2025Q2: 30,828 shares; 2025Q3: 30,828 shares; 2025Q4: 21,400 shares; 2026Q1: 21,400 shares; 2026Q2: 21,400 shares 21,400 $1.15M 0.83% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,935 shares 4,935 $1.1M 0.8% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,935 shares 4,935 $1.09M 0.79% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,070 shares; 2024Q4: 24,065 shares; 2025Q1: 24,065 shares; 2025Q2: 24,065 shares; 2025Q3: 24,065 shares; 2025Q4: 22,065 shares; 2026Q1: 22,063 shares; 2026Q2: 12,063 shares 12,063 $1.06M 0.77% -10,000 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: 8,376 shares; 2024Q4: 7,523 shares; 2025Q1: 7,525 shares; 2025Q2: 2,209 shares; 2025Q3: 2,231 shares; 2025Q4: 2,216 shares; 2026Q1: 2,055 shares; 2026Q2: 2,056 shares 2,056 $1.05M 0.76% +1 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: 470 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,395 shares; 2025Q3: 1,145 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 590 shares 590 $1M 0.72% -495 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,457 shares; 2024Q4: 9,202 shares; 2025Q1: 9,275 shares; 2025Q2: 9,170 shares; 2025Q3: 9,281 shares; 2025Q4: 9,341 shares; 2026Q1: 9,386 shares; 2026Q2: 9,383 shares 9,383 $975K 0.7% -3 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: 2,160 shares; 2025Q1: 2,167 shares; 2025Q2: 2,121 shares; 2025Q3: 2,149 shares; 2025Q4: 952 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $972K 0.7% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,887 shares; 2024Q4: 31,186 shares; 2025Q1: 29,581 shares; 2025Q2: 24,061 shares; 2025Q3: 29,161 shares; 2025Q4: 29,211 shares; 2026Q1: 28,427 shares; 2026Q2: 28,677 shares 28,677 $970K 0.7% +250 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,604 shares; 2024Q4: 13,269 shares; 2025Q1: 13,157 shares; 2025Q2: 13,102 shares; 2025Q3: 13,104 shares; 2025Q4: 12,355 shares; 2026Q1: 12,415 shares; 2026Q2: 7,369 shares 7,369 $917K 0.66% -5,046 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,665 shares; 2025Q2: 3,684 shares; 2025Q3: 3,682 shares; 2025Q4: 3,546 shares; 2026Q1: 3,566 shares; 2026Q2: 3,595 shares 3,595 $893K 0.65% +29 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: 9,140 shares; 2024Q4: 27,585 shares; 2025Q1: 28,185 shares; 2025Q2: 28,435 shares; 2025Q3: 28,435 shares; 2025Q4: 28,435 shares; 2026Q1: 28,435 shares; 2026Q2: 28,505 shares 28,505 $839K 0.61% +70 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 9,775 shares; 2026Q2: 19,625 shares 19,625 $838K 0.61% +9,850 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: 17,904 shares; 2024Q4: 17,904 shares; 2025Q1: 17,904 shares; 2025Q2: 17,904 shares; 2025Q3: 17,897 shares; 2025Q4: 5,848 shares; 2026Q1: 5,848 shares; 2026Q2: 5,849 shares 5,849 $800K 0.58% +1 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,565 shares; 2024Q4: 5,565 shares; 2025Q1: 5,565 shares; 2025Q2: 5,565 shares; 2025Q3: 5,565 shares; 2025Q4: 5,215 shares; 2026Q1: 5,215 shares; 2026Q2: 2,215 shares 2,215 $755K 0.55% -3,000 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 3,841 shares; 2026Q1: 4,606 shares; 2026Q2: 4,615 shares 4,615 $676K 0.49% +9 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: 8,731 shares; 2024Q4: 26,051 shares; 2025Q1: 25,980 shares; 2025Q2: 25,370 shares; 2025Q3: 23,370 shares; 2025Q4: 23,220 shares; 2026Q1: 23,220 shares; 2026Q2: 23,220 shares 23,220 $672K 0.49% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,615 shares; 2024Q4: 31,665 shares; 2025Q1: 31,665 shares; 2025Q2: 31,315 shares; 2025Q3: 31,215 shares; 2025Q4: 31,215 shares; 2026Q1: 30,615 shares; 2026Q2: 30,315 shares 30,315 $592K 0.43% -300 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $591K 0.43% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $506K 0.37% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,095 shares; 2024Q4: 5,095 shares; 2025Q1: 8,055 shares; 2025Q2: 8,055 shares; 2025Q3: 8,055 shares; 2025Q4: 6,555 shares; 2026Q1: 6,555 shares; 2026Q2: 6,575 shares 6,575 $479K 0.35% +20 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,670 shares; 2024Q4: 7,537 shares; 2025Q1: 7,563 shares; 2025Q2: 7,741 shares; 2025Q3: 8,133 shares; 2025Q4: 7,848 shares; 2026Q1: 7,848 shares; 2026Q2: 1,920 shares 1,920 $394K 0.28% -5,928 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $321K 0.23% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 235 shares 235 $313K 0.23% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,675 shares; 2024Q4: 8,465 shares; 2025Q1: 7,965 shares; 2025Q2: 7,965 shares; 2025Q3: 7,965 shares; 2025Q4: 5,940 shares; 2026Q1: 5,940 shares; 2026Q2: 5,940 shares 5,940 $301K 0.22% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $294K 0.21% 0 Timeline FLIN 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: 285 shares; 2024Q4: 7,635 shares; 2025Q1: 8,085 shares; 2025Q2: 8,085 shares; 2025Q3: 8,085 shares; 2025Q4: 8,220 shares; 2026Q1: 8,220 shares; 2026Q2: 8,220 shares 8,220 $292K 0.21% 0 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; 2024Q3: 2,923 shares; 2024Q4: 8,768 shares; 2025Q1: 8,718 shares; 2025Q2: 7,504 shares; 2025Q3: 8,209 shares; 2025Q4: 8,209 shares; 2026Q1: 8,062 shares; 2026Q2: 8,057 shares 8,057 $280K 0.2% -5 Timeline SCHZ 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: 7,146 shares; 2024Q4: 13,520 shares; 2025Q1: 13,348 shares; 2025Q2: 10,708 shares; 2025Q3: 10,608 shares; 2025Q4: 10,608 shares; 2026Q1: 10,608 shares; 2026Q2: 10,958 shares 10,958 $253K 0.18% +350 Timeline PRF 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: 4,470 shares; 2024Q4: 4,470 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares; 2026Q1: 4,290 shares; 2026Q2: 4,290 shares 4,290 $232K 0.17% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: 2,000 shares 2,000 $173K 0.13% -100 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: 838 shares; 2024Q4: 838 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $170K 0.12% 0 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: 2,700 shares; 2026Q2: 2,500 shares 2,500 $119K 0.09% -200 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: 11,044 shares; 2024Q4: 10,443 shares; 2025Q1: 10,342 shares; 2025Q2: 11,128 shares; 2025Q3: 8,271 shares; 2025Q4: 7,820 shares; 2026Q1: 6,338 shares; 2026Q2: 278 shares 278 $116K 0.08% -6,060 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: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $108K 0.08% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 1,170 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $102K 0.07% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares; 2026Q2: 2,705 shares 2,705 $98.1K 0.07% +1,170 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,325 shares; 2024Q4: 4,375 shares; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares; 2026Q2: 4,375 shares 4,375 $85.8K 0.06% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 502 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 501 shares 501 $69.2K 0.05% +4 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 525 shares 525 $53.7K 0.04% +250 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 63 shares 63 $47.2K 0.03% +19 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 618 shares; 2026Q2: 558 shares 558 $44.8K 0.03% -60 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 262 shares 262 $43.2K 0.03% new Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $42.9K 0.03% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares; 2026Q2: 1,331 shares 1,331 $39.1K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,400 shares; 2024Q4: 42,400 shares; 2025Q1: 42,400 shares; 2025Q2: 42,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 15,400 shares; 2026Q2: 400 shares 400 $33.1K 0.02% -15,000 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: 30 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 55 shares; 2025Q3: 60 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $31.5K 0.02% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $31.1K 0.02% 0 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: 36,163 shares; 2024Q4: 33,488 shares; 2025Q1: 33,153 shares; 2025Q2: 32,210 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 552 shares; 2026Q2: 540 shares 540 $30.8K 0.02% -12 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: 5,064 shares; 2024Q4: 4,557 shares; 2025Q1: 4,626 shares; 2025Q2: 4,508 shares; 2025Q3: 4,593 shares; 2025Q4: 4,773 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $30.8K 0.02% 0 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $29.7K 0.02% 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: 230 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $25.1K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $22.5K 0.02% 0 Timeline RPG 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $22.3K 0.02% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $18.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $15K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 500 shares 500 $13K 0.01% +200 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $12.4K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 80 shares 80 $9.04K 0.01% -23 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $8.13K 0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $7.51K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares; 2026Q2: 20 shares 20 $7.47K 0.01% -8 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $7.47K 0.01% 0 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $7.13K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $7.09K 0.01% 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; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $6.42K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 5 shares 5 $5.87K <0.01% -2 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; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $5.4K <0.01% 0 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $5.34K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $4.7K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $4.17K <0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 25 shares 25 $4.14K <0.01% +4 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $2.88K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $2.43K <0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $2.4K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $2.04K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $1.82K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $1.74K <0.01% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $1.53K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $919 <0.01% 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: 20,614 shares; 2024Q4: 20,614 shares; 2025Q1: 20,614 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $866 <0.01% 0 Timeline SABS SAB BIOTHERAPEUTICS INC More: the full row for SAB BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $780 <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $758 <0.01% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $562 <0.01% 0 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $486 <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $374 <0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $352 <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG 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: 5 shares; 2026Q2: 5 shares 5 $273 <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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 shares; 2026Q2: 1 shares 1 $136 <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $75 <0.01% 0 Timeline