MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,453 shares; 2024Q4: 61,539 shares; 2025Q1: 60,546 shares; 2025Q2: 59,908 shares; 2025Q3: 56,327 shares; 2025Q4: 41,609 shares; 2026Q1: 33,736 shares; 2026Q2: 33,331 shares 33,331 $12.4M 6.42% -405 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,579 shares; 2025Q2: 46,028 shares; 2025Q3: 100,825 shares; 2025Q4: 141,615 shares; 2026Q1: 210,161 shares; 2026Q2: 236,587 shares 236,587 $11.8M 6.08% +26,426 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,200 shares; 2024Q4: 31,922 shares; 2025Q1: 63,008 shares; 2025Q2: 116,042 shares; 2025Q3: 168,776 shares; 2025Q4: 162,402 shares; 2026Q1: 167,306 shares; 2026Q2: 191,705 shares 191,705 $9.69M 5.01% +24,399 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: 19,634 shares; 2024Q4: 19,627 shares; 2025Q1: 18,407 shares; 2025Q2: 18,206 shares; 2025Q3: 16,816 shares; 2025Q4: 12,165 shares; 2026Q1: 10,270 shares; 2026Q2: 10,155 shares 10,155 $9.5M 4.91% -115 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,690 shares; 2025Q4: 39,581 shares; 2026Q1: 115,684 shares; 2026Q2: 114,851 shares 114,851 $8.69M 4.49% -833 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: 51,603 shares; 2024Q4: 52,896 shares; 2025Q1: 52,786 shares; 2025Q2: 52,601 shares; 2025Q3: 45,213 shares; 2025Q4: 32,740 shares; 2026Q1: 30,436 shares; 2026Q2: 29,326 shares 29,326 $8.49M 4.38% -1,110 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: 28,840 shares; 2024Q4: 30,662 shares; 2025Q1: 29,367 shares; 2025Q2: 27,351 shares; 2025Q3: 24,031 shares; 2025Q4: 19,120 shares; 2026Q1: 17,849 shares; 2026Q2: 17,619 shares 17,619 $6.66M 3.44% -230 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: 40,510 shares; 2024Q4: 41,554 shares; 2025Q1: 41,284 shares; 2025Q2: 38,734 shares; 2025Q3: 35,354 shares; 2025Q4: 27,561 shares; 2026Q1: 25,669 shares; 2026Q2: 24,570 shares 24,570 $5.86M 3.02% -1,099 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: 42,104 shares; 2024Q4: 41,479 shares; 2025Q1: 41,149 shares; 2025Q2: 40,409 shares; 2025Q3: 36,829 shares; 2025Q4: 28,787 shares; 2026Q1: 25,620 shares; 2026Q2: 25,150 shares 25,150 $4.78M 2.47% -470 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: 12,277 shares; 2024Q4: 12,277 shares; 2025Q1: 12,037 shares; 2025Q2: 11,805 shares; 2025Q3: 10,940 shares; 2025Q4: 9,135 shares; 2026Q1: 8,236 shares; 2026Q2: 8,762 shares 8,762 $4.38M 2.26% +526 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: 18,705 shares; 2024Q4: 18,685 shares; 2025Q1: 18,475 shares; 2025Q2: 18,273 shares; 2025Q3: 17,323 shares; 2025Q4: 13,676 shares; 2026Q1: 12,856 shares; 2026Q2: 12,386 shares 12,386 $4.38M 2.26% -470 Timeline JSCP 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: 18,785 shares; 2026Q1: 70,850 shares; 2026Q2: 71,860 shares 71,860 $3.39M 1.75% +1,010 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: 4,692 shares; 2024Q4: 4,692 shares; 2025Q1: 4,692 shares; 2025Q2: 4,692 shares; 2025Q3: 4,692 shares; 2025Q4: 4,694 shares; 2026Q1: 4,694 shares; 2026Q2: 4,694 shares 4,694 $3.22M 1.66% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,202 shares; 2024Q4: 54,202 shares; 2025Q1: 53,734 shares; 2025Q2: 51,160 shares; 2025Q3: 44,029 shares; 2025Q4: 30,889 shares; 2026Q1: 27,194 shares; 2026Q2: 26,004 shares 26,004 $3.12M 1.61% -1,190 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: 48,165 shares; 2024Q4: 47,356 shares; 2025Q1: 46,506 shares; 2025Q2: 46,264 shares; 2025Q3: 41,523 shares; 2025Q4: 33,604 shares; 2026Q1: 31,835 shares; 2026Q2: 30,560 shares 30,560 $3.12M 1.61% -1,275 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: 22,245 shares; 2024Q4: 21,837 shares; 2025Q1: 21,762 shares; 2025Q2: 21,285 shares; 2025Q3: 19,380 shares; 2025Q4: 14,120 shares; 2026Q1: 12,716 shares; 2026Q2: 12,516 shares 12,516 $2.79M 1.44% -200 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: 37,990 shares; 2024Q4: 37,107 shares; 2025Q1: 36,607 shares; 2025Q2: 37,277 shares; 2025Q3: 33,607 shares; 2025Q4: 29,572 shares; 2026Q1: 27,397 shares; 2026Q2: 19,840 shares 19,840 $2.77M 1.43% -7,557 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: 25,535 shares; 2024Q4: 26,404 shares; 2025Q1: 26,304 shares; 2025Q2: 24,089 shares; 2025Q3: 21,679 shares; 2025Q4: 16,260 shares; 2026Q1: 14,740 shares; 2026Q2: 14,485 shares 14,485 $2.75M 1.42% -255 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,312 shares; 2024Q4: 53,552 shares; 2025Q1: 53,227 shares; 2025Q2: 51,604 shares; 2025Q3: 46,504 shares; 2025Q4: 34,984 shares; 2026Q1: 29,529 shares; 2026Q2: 27,020 shares 27,020 $2.5M 1.29% -2,509 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,928 shares; 2024Q4: 10,912 shares; 2025Q1: 10,405 shares; 2025Q2: 10,150 shares; 2025Q3: 9,180 shares; 2025Q4: 6,804 shares; 2026Q1: 6,186 shares; 2026Q2: 6,111 shares 6,111 $2.46M 1.27% -75 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: 14,090 shares; 2024Q4: 13,630 shares; 2025Q1: 13,600 shares; 2025Q2: 13,366 shares; 2025Q3: 12,446 shares; 2025Q4: 9,338 shares; 2026Q1: 7,962 shares; 2026Q2: 7,706 shares 7,706 $2.43M 1.26% -256 Timeline XLB 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: 33,478 shares; 2024Q4: 33,453 shares; 2025Q1: 32,953 shares; 2025Q2: 32,448 shares; 2025Q3: 30,833 shares; 2025Q4: 53,446 shares; 2026Q1: 48,526 shares; 2026Q2: 47,426 shares 47,426 $2.41M 1.24% -1,100 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,551 shares; 2024Q4: 83,911 shares; 2025Q1: 83,461 shares; 2025Q2: 82,461 shares; 2025Q3: 74,601 shares; 2025Q4: 56,480 shares; 2026Q1: 47,720 shares; 2026Q2: 47,650 shares 47,650 $2.28M 1.18% -70 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,434 shares; 2024Q4: 13,334 shares; 2025Q1: 13,143 shares; 2025Q2: 12,905 shares; 2025Q3: 11,611 shares; 2025Q4: 8,588 shares; 2026Q1: 7,813 shares; 2026Q2: 7,683 shares 7,683 $2.23M 1.15% -130 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: 43,016 shares; 2024Q4: 43,319 shares; 2025Q1: 42,289 shares; 2025Q2: 41,765 shares; 2025Q3: 38,370 shares; 2025Q4: 28,930 shares; 2026Q1: 25,870 shares; 2026Q2: 24,770 shares 24,770 $2.17M 1.12% -1,100 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: 44,940 shares; 2024Q4: 45,052 shares; 2025Q1: 44,752 shares; 2025Q2: 40,672 shares; 2025Q3: 36,682 shares; 2025Q4: 28,957 shares; 2026Q1: 26,722 shares; 2026Q2: 26,262 shares 26,262 $2.15M 1.11% -460 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,022 shares; 2024Q4: 17,074 shares; 2025Q1: 16,649 shares; 2025Q2: 15,575 shares; 2025Q3: 13,435 shares; 2025Q4: 10,470 shares; 2026Q1: 9,785 shares; 2026Q2: 9,205 shares 9,205 $2.08M 1.07% -580 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,461 shares; 2025Q1: 3,451 shares; 2025Q2: 3,403 shares; 2025Q3: 2,989 shares; 2025Q4: 2,267 shares; 2026Q1: 2,113 shares; 2026Q2: 2,088 shares 2,088 $2.01M 1.04% -25 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: 18,239 shares; 2024Q4: 18,239 shares; 2025Q1: 18,189 shares; 2025Q2: 18,157 shares; 2025Q3: 16,432 shares; 2025Q4: 12,993 shares; 2026Q1: 12,063 shares; 2026Q2: 11,893 shares 11,893 $1.97M 1.02% -170 Timeline JMST 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: 32,470 shares; 2024Q4: 24,920 shares; 2025Q1: 29,240 shares; 2025Q2: 32,240 shares; 2025Q3: 29,812 shares; 2025Q4: 31,295 shares; 2026Q1: 31,295 shares; 2026Q2: 36,589 shares 36,589 $1.87M 0.96% +5,294 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,797 shares; 2024Q4: 59,391 shares; 2025Q1: 59,391 shares; 2025Q2: 59,391 shares; 2025Q3: 59,391 shares; 2025Q4: 59,391 shares; 2026Q1: 59,391 shares; 2026Q2: 59,391 shares 59,391 $1.85M 0.95% 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: 10,514 shares; 2024Q4: 9,884 shares; 2025Q1: 9,664 shares; 2025Q2: 9,551 shares; 2025Q3: 8,491 shares; 2025Q4: 6,531 shares; 2026Q1: 5,931 shares; 2026Q2: 5,844 shares 5,844 $1.71M 0.88% -87 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: 17,324 shares; 2024Q4: 17,863 shares; 2025Q1: 17,693 shares; 2025Q2: 17,483 shares; 2025Q3: 16,203 shares; 2025Q4: 12,619 shares; 2026Q1: 11,885 shares; 2026Q2: 11,563 shares 11,563 $1.7M 0.88% -322 Timeline VFH 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: 18,783 shares; 2024Q4: 18,783 shares; 2025Q1: 18,588 shares; 2025Q2: 18,053 shares; 2025Q3: 16,713 shares; 2025Q4: 13,853 shares; 2026Q1: 12,488 shares; 2026Q2: 12,333 shares 12,333 $1.62M 0.84% -155 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,443 shares; 2026Q2: 31,943 shares 31,943 $1.62M 0.84% +500 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: 6,360 shares; 2024Q4: 6,705 shares; 2025Q1: 6,363 shares; 2025Q2: 6,253 shares; 2025Q3: 5,593 shares; 2025Q4: 4,803 shares; 2026Q1: 4,678 shares; 2026Q2: 4,618 shares 4,618 $1.58M 0.82% -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: 27,673 shares; 2024Q4: 28,375 shares; 2025Q1: 27,985 shares; 2025Q2: 27,649 shares; 2025Q3: 24,587 shares; 2025Q4: 19,272 shares; 2026Q1: 17,767 shares; 2026Q2: 17,297 shares 17,297 $1.57M 0.81% -470 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares; 2026Q2: 26,000 shares 26,000 $1.46M 0.75% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,592 shares; 2024Q4: 14,671 shares; 2025Q1: 14,521 shares; 2025Q2: 14,288 shares; 2025Q3: 13,213 shares; 2025Q4: 9,488 shares; 2026Q1: 8,558 shares; 2026Q2: 8,428 shares 8,428 $1.42M 0.74% -130 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: 30,280 shares; 2024Q4: 28,765 shares; 2025Q1: 28,765 shares; 2025Q2: 28,635 shares; 2025Q3: 25,820 shares; 2025Q4: 17,250 shares; 2026Q1: 13,200 shares; 2026Q2: 12,120 shares 12,120 $1.42M 0.74% -1,080 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,715 shares; 2024Q4: 31,298 shares; 2025Q1: 31,058 shares; 2025Q2: 30,638 shares; 2025Q3: 26,648 shares; 2025Q4: 19,853 shares; 2026Q1: 18,228 shares; 2026Q2: 17,978 shares 17,978 $1.39M 0.72% -250 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: 16,830 shares; 2024Q4: 14,510 shares; 2025Q1: 14,285 shares; 2025Q2: 14,155 shares; 2025Q3: 13,255 shares; 2025Q4: 10,415 shares; 2026Q1: 9,800 shares; 2026Q2: 9,855 shares 9,855 $1.33M 0.69% +55 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,440 shares; 2024Q4: 29,870 shares; 2025Q1: 29,620 shares; 2025Q2: 30,338 shares; 2025Q3: 26,848 shares; 2025Q4: 24,993 shares; 2026Q1: 23,364 shares; 2026Q2: 22,964 shares 22,964 $1.32M 0.68% -400 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: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 34,550 shares; 2025Q2: 34,550 shares; 2025Q3: 34,550 shares; 2025Q4: 34,550 shares; 2026Q1: 34,550 shares; 2026Q2: 34,550 shares 34,550 $1.32M 0.68% 0 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: 7,616 shares; 2024Q4: 5,381 shares; 2025Q1: 5,316 shares; 2025Q2: 5,276 shares; 2025Q3: 5,036 shares; 2025Q4: 3,337 shares; 2026Q1: 3,416 shares; 2026Q2: 3,146 shares 3,146 $1.31M 0.68% -270 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: 10,969 shares; 2024Q4: 10,817 shares; 2025Q1: 10,952 shares; 2025Q2: 11,083 shares; 2025Q3: 10,483 shares; 2025Q4: 7,353 shares; 2026Q1: 6,963 shares; 2026Q2: 6,693 shares 6,693 $1.28M 0.66% -270 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,945 shares; 2024Q4: 24,945 shares; 2025Q1: 24,945 shares; 2025Q2: 24,945 shares; 2025Q3: 24,945 shares; 2025Q4: 24,945 shares; 2026Q1: 24,945 shares; 2026Q2: 24,945 shares 24,945 $1.26M 0.65% 0 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,330 shares; 2025Q4: not reported; 2026Q1: 16,448 shares; 2026Q2: 16,183 shares 16,183 $1.22M 0.63% -265 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: 6,478 shares; 2024Q4: 8,125 shares; 2025Q1: 8,055 shares; 2025Q2: 8,295 shares; 2025Q3: 7,825 shares; 2025Q4: 6,530 shares; 2026Q1: 6,026 shares; 2026Q2: 6,016 shares 6,016 $1.2M 0.62% -10 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,571 shares; 2024Q4: 16,205 shares; 2025Q1: 15,935 shares; 2025Q2: 16,085 shares; 2025Q3: 15,435 shares; 2025Q4: 12,625 shares; 2026Q1: 11,715 shares; 2026Q2: 11,263 shares 11,263 $1.17M 0.6% -452 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,160 shares; 2024Q4: 15,010 shares; 2025Q1: 16,839 shares; 2025Q2: 16,608 shares; 2025Q3: 15,513 shares; 2025Q4: 11,982 shares; 2026Q1: 11,437 shares; 2026Q2: 10,757 shares 10,757 $1.16M 0.6% -680 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,333 shares; 2024Q4: 15,293 shares; 2025Q1: 14,928 shares; 2025Q2: 14,333 shares; 2025Q3: 12,783 shares; 2025Q4: 9,660 shares; 2026Q1: 8,720 shares; 2026Q2: 8,420 shares 8,420 $1.11M 0.57% -300 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,356 shares; 2024Q4: 17,256 shares; 2025Q1: 17,056 shares; 2025Q2: 16,861 shares; 2025Q3: 15,393 shares; 2025Q4: 11,355 shares; 2026Q1: 10,225 shares; 2026Q2: 9,960 shares 9,960 $1.11M 0.57% -265 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,269 shares; 2024Q4: 13,269 shares; 2025Q1: 13,109 shares; 2025Q2: 13,625 shares; 2025Q3: 9,725 shares; 2025Q4: 9,761 shares; 2026Q1: 8,921 shares; 2026Q2: 8,621 shares 8,621 $1.08M 0.56% -300 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: 17,777 shares; 2024Q4: 35,553 shares; 2025Q1: 36,516 shares; 2025Q2: 36,516 shares; 2025Q3: 36,516 shares; 2025Q4: 36,731 shares; 2026Q1: 36,731 shares; 2026Q2: 36,732 shares 36,732 $1.02M 0.53% +1 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,517 shares; 2024Q4: 16,517 shares; 2025Q1: 16,317 shares; 2025Q2: 15,968 shares; 2025Q3: 14,532 shares; 2025Q4: 12,212 shares; 2026Q1: 11,122 shares; 2026Q2: 10,882 shares 10,882 $998K 0.52% -240 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: 3,651 shares 3,651 $817K 0.42% new 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: 21,563 shares; 2024Q4: 15,533 shares; 2025Q1: 15,458 shares; 2025Q2: 14,513 shares; 2025Q3: 13,033 shares; 2025Q4: 9,381 shares; 2026Q1: 8,613 shares; 2026Q2: 8,338 shares 8,338 $809K 0.42% -275 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: 3,651 shares 3,651 $807K 0.42% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 15,930 shares; 2026Q2: 15,930 shares 15,930 $800K 0.41% 0 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: 2,025 shares; 2024Q4: 2,961 shares; 2025Q1: 2,911 shares; 2025Q2: 2,911 shares; 2025Q3: 2,871 shares; 2025Q4: 2,211 shares; 2026Q1: 2,201 shares; 2026Q2: 2,201 shares 2,201 $787K 0.41% 0 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: 8,678 shares; 2024Q4: 26,034 shares; 2025Q1: 26,034 shares; 2025Q2: 26,034 shares; 2025Q3: 26,034 shares; 2025Q4: 26,034 shares; 2026Q1: 26,034 shares; 2026Q2: 26,034 shares 26,034 $766K 0.4% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.39% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 941 shares; 2026Q1: 941 shares; 2026Q2: 940 shares 940 $704K 0.36% -1 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: 2,107 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares; 2026Q2: 1,907 shares 1,907 $703K 0.36% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,745 shares; 2024Q4: 11,670 shares; 2025Q1: 11,670 shares; 2025Q2: 11,430 shares; 2025Q3: 9,850 shares; 2025Q4: 6,930 shares; 2026Q1: 6,115 shares; 2026Q2: 5,990 shares 5,990 $699K 0.36% -125 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: 4,548 shares; 2024Q4: 5,123 shares; 2025Q1: 5,007 shares; 2025Q2: 5,001 shares; 2025Q3: 4,351 shares; 2025Q4: 3,063 shares; 2026Q1: 2,729 shares; 2026Q2: 2,594 shares 2,594 $659K 0.34% -135 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,274 shares; 2024Q4: 8,974 shares; 2025Q1: 8,634 shares; 2025Q2: 8,585 shares; 2025Q3: 7,685 shares; 2025Q4: 5,012 shares; 2026Q1: 4,367 shares; 2026Q2: 4,267 shares 4,267 $646K 0.33% -100 Timeline PRFZ 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: 11,004 shares; 2024Q4: 11,004 shares; 2025Q1: 11,004 shares; 2025Q2: 11,004 shares; 2025Q3: 11,004 shares; 2025Q4: 11,004 shares; 2026Q1: 11,004 shares; 2026Q2: 11,004 shares 11,004 $614K 0.32% 0 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: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,829 shares; 2025Q2: 4,829 shares; 2025Q3: 8,544 shares; 2025Q4: 8,544 shares; 2026Q1: 8,544 shares; 2026Q2: 8,544 shares 8,544 $609K 0.31% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,872 shares; 2024Q4: 34,177 shares; 2025Q1: 23,057 shares; 2025Q2: 22,823 shares; 2025Q3: 20,273 shares; 2025Q4: 16,873 shares; 2026Q1: 15,248 shares; 2026Q2: 14,648 shares 14,648 $606K 0.31% -600 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,887 shares; 2024Q4: 7,887 shares; 2025Q1: 7,887 shares; 2025Q2: 7,887 shares; 2025Q3: 7,887 shares; 2025Q4: 7,887 shares; 2026Q1: 7,887 shares; 2026Q2: 7,887 shares 7,887 $597K 0.31% 0 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: 8,159 shares; 2024Q4: 8,159 shares; 2025Q1: 7,099 shares; 2025Q2: 6,959 shares; 2025Q3: 6,169 shares; 2025Q4: 4,257 shares; 2026Q1: 3,862 shares; 2026Q2: 3,862 shares 3,862 $595K 0.31% 0 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: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 1,952 shares; 2026Q1: 1,952 shares; 2026Q2: 1,952 shares 1,952 $592K 0.31% 0 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: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 6,292 shares; 2025Q4: 5,370 shares; 2026Q1: 5,370 shares; 2026Q2: 5,370 shares 5,370 $578K 0.3% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,756 shares; 2024Q4: 6,276 shares; 2025Q1: 6,276 shares; 2025Q2: 6,776 shares; 2025Q3: 6,476 shares; 2025Q4: 5,976 shares; 2026Q1: 4,306 shares; 2026Q2: 4,136 shares 4,136 $565K 0.29% -170 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,403 shares; 2024Q4: 55,807 shares; 2025Q1: 55,230 shares; 2025Q2: 54,539 shares; 2025Q3: 52,105 shares; 2025Q4: 32,714 shares; 2026Q1: 29,700 shares; 2026Q2: 28,249 shares 28,249 $540K 0.28% -1,451 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,950 shares; 2024Q4: 33,500 shares; 2025Q1: 33,250 shares; 2025Q2: 32,725 shares; 2025Q3: 30,825 shares; 2025Q4: 25,985 shares; 2026Q1: 22,460 shares; 2026Q2: 22,010 shares 22,010 $530K 0.27% -450 Timeline VT 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: 3,897 shares; 2024Q4: 3,702 shares; 2025Q1: 3,762 shares; 2025Q2: 3,762 shares; 2025Q3: 3,361 shares; 2025Q4: 3,361 shares; 2026Q1: 3,361 shares; 2026Q2: 3,361 shares 3,361 $528K 0.27% 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: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 819 shares; 2026Q2: 719 shares 719 $507K 0.26% -100 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $489K 0.25% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES 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: not reported; 2025Q4: 6,934 shares; 2026Q1: 6,459 shares; 2026Q2: 6,209 shares 6,209 $489K 0.25% -250 Timeline FNDA 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: 6,625 shares; 2024Q4: 33,570 shares; 2025Q1: 12,400 shares; 2025Q2: 12,400 shares; 2025Q3: 12,400 shares; 2025Q4: 12,400 shares; 2026Q1: 12,400 shares; 2026Q2: 12,400 shares 12,400 $472K 0.24% 0 Timeline JFLX 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: 9,025 shares; 2025Q4: 9,096 shares; 2026Q1: 9,214 shares; 2026Q2: 9,325 shares 9,325 $470K 0.24% +111 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: 4,055 shares; 2024Q4: 12,164 shares; 2025Q1: 12,164 shares; 2025Q2: 12,164 shares; 2025Q3: 12,164 shares; 2025Q4: 12,164 shares; 2026Q1: 12,164 shares; 2026Q2: 12,164 shares 12,164 $448K 0.23% 0 Timeline FNDF 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: 7,539 shares; 2024Q4: 7,539 shares; 2025Q1: 7,539 shares; 2025Q2: 7,539 shares; 2025Q3: 7,539 shares; 2025Q4: 7,539 shares; 2026Q1: 7,539 shares; 2026Q2: 7,539 shares 7,539 $398K 0.21% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,337 shares; 2024Q4: 7,337 shares; 2025Q1: 8,347 shares; 2025Q2: 8,137 shares; 2025Q3: 7,824 shares; 2025Q4: 9,454 shares; 2026Q1: 9,190 shares; 2026Q2: 8,950 shares 8,950 $383K 0.2% -240 Timeline XLRE 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: 13,405 shares; 2024Q4: 13,405 shares; 2025Q1: 13,105 shares; 2025Q2: 12,960 shares; 2025Q3: 10,035 shares; 2025Q4: 8,995 shares; 2026Q1: 8,975 shares; 2026Q2: 8,475 shares 8,475 $373K 0.19% -500 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: 385 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares 4,950 $353K 0.18% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares; 2026Q2: 2,960 shares 2,960 $335K 0.17% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $312K 0.16% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 3,540 shares 3,540 $305K 0.16% +2,950 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: 13,486 shares; 2024Q4: 12,699 shares; 2025Q1: 12,494 shares; 2025Q2: 12,319 shares; 2025Q3: 11,394 shares; 2025Q4: 8,436 shares; 2026Q1: 2,697 shares; 2026Q2: 935 shares 935 $294K 0.15% -1,762 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares; 2026Q2: 609 shares 609 $291K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,547 shares; 2025Q4: 7,547 shares; 2026Q1: 7,547 shares; 2026Q2: 7,547 shares 7,547 $273K 0.14% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: not reported; 2026Q2: 214 shares 214 $257K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: 394 shares; 2026Q1: 347 shares; 2026Q2: 347 shares 347 $256K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,314 shares; 2026Q2: 3,314 shares 3,314 $254K 0.13% 0 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,571 shares; 2025Q2: not reported; 2025Q3: 2,571 shares; 2025Q4: 2,571 shares; 2026Q1: 2,571 shares; 2026Q2: 2,571 shares 2,571 $252K 0.13% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $220K 0.11% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 200 shares; 2025Q4: 180 shares; 2026Q1: not reported; 2026Q2: 180 shares 180 $215K 0.11% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,037 shares; 2024Q4: 3,037 shares; 2025Q1: 3,019 shares; 2025Q2: 2,988 shares; 2025Q3: 2,652 shares; 2025Q4: not reported; 2026Q1: 2,653 shares; 2026Q2: 2,567 shares 2,567 $215K 0.11% -86 Timeline RONB BARON ETF TR More: the full row for BARON 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: 8,648 shares 8,648 $211K 0.11% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $209K 0.11% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,260 shares; 2025Q2: 3,260 shares; 2025Q3: 2,760 shares; 2025Q4: 1,960 shares; 2026Q1: 1,625 shares; 2026Q2: 1,585 shares 1,585 $209K 0.11% -40 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960 shares 960 $204K 0.11% new Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 10,100 shares; 2026Q2: 10,100 shares 10,100 $23.5K 0.01% 0 Timeline SVIA SILVIA INC More: the full row for SILVIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $15.4K 0.01% new Timeline