AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,528 shares; 2024Q4: 529,758 shares; 2025Q1: 527,656 shares; 2025Q2: 529,406 shares; 2025Q3: 536,830 shares; 2025Q4: 534,282 shares; 2026Q1: 511,249 shares; 2026Q2: 514,279 shares 514,279 $149M 13.32% +3,030 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: 192,985 shares; 2024Q4: 200,896 shares; 2025Q1: 207,621 shares; 2025Q2: 213,320 shares; 2025Q3: 216,963 shares; 2025Q4: 217,235 shares; 2026Q1: 221,595 shares; 2026Q2: 1,355,155 shares 1,355,155 $117M 10.45% +1,133,560 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558,839 shares; 2024Q4: 584,571 shares; 2025Q1: 604,437 shares; 2025Q2: 625,930 shares; 2025Q3: 637,963 shares; 2025Q4: 642,119 shares; 2026Q1: 645,989 shares; 2026Q2: 656,338 shares 656,338 $104M 9.28% +10,349 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: 264,764 shares; 2024Q4: 268,897 shares; 2025Q1: 290,676 shares; 2025Q2: 299,374 shares; 2025Q3: 300,121 shares; 2025Q4: 305,364 shares; 2026Q1: 304,711 shares; 2026Q2: 307,290 shares 307,290 $61.5M 5.5% +2,579 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,116 shares; 2026Q1: 181,857 shares; 2026Q2: 192,946 shares 192,946 $47.5M 4.25% +11,089 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: 34,934 shares; 2024Q4: 37,452 shares; 2025Q1: 38,241 shares; 2025Q2: 39,920 shares; 2025Q3: 41,337 shares; 2025Q4: 50,961 shares; 2026Q1: 50,596 shares; 2026Q2: 50,622 shares 50,622 $37.9M 3.39% +26 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: 95,954 shares; 2024Q4: 96,040 shares; 2025Q1: 94,748 shares; 2025Q2: 94,893 shares; 2025Q3: 97,377 shares; 2025Q4: 97,000 shares; 2026Q1: 94,867 shares; 2026Q2: 95,341 shares 95,341 $34.1M 3.05% +474 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: 34,052 shares; 2024Q4: 68,078 shares; 2025Q1: 68,078 shares; 2025Q2: 68,078 shares; 2025Q3: 69,978 shares; 2025Q4: 69,978 shares; 2026Q1: 71,857 shares; 2026Q2: 71,870 shares 71,870 $24.5M 2.19% +13 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,423 shares; 2024Q4: 206,801 shares; 2025Q1: 222,708 shares; 2025Q2: 234,774 shares; 2025Q3: 249,466 shares; 2025Q4: 258,722 shares; 2026Q1: 263,874 shares; 2026Q2: 267,622 shares 267,622 $22.2M 1.98% +3,748 Timeline FPE 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: 882,202 shares; 2024Q4: 851,180 shares; 2025Q1: 927,396 shares; 2025Q2: 952,756 shares; 2025Q3: 997,625 shares; 2025Q4: 998,172 shares; 2026Q1: 999,249 shares; 2026Q2: 1,027,972 shares 1,027,972 $18.4M 1.65% +28,723 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: 367,678 shares; 2024Q4: 384,034 shares; 2025Q1: 409,410 shares; 2025Q2: 418,776 shares; 2025Q3: 435,627 shares; 2025Q4: 128,985 shares; 2026Q1: 129,328 shares; 2026Q2: 121,048 shares 121,048 $18M 1.61% -8,280 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: 47,024 shares; 2024Q4: 46,487 shares; 2025Q1: 46,834 shares; 2025Q2: 46,908 shares; 2025Q3: 46,831 shares; 2025Q4: 47,870 shares; 2026Q1: 47,667 shares; 2026Q2: 48,033 shares 48,033 $17.9M 1.6% +366 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,372 shares; 2024Q4: 94,672 shares; 2025Q1: 94,672 shares; 2025Q2: 94,032 shares; 2025Q3: 86,622 shares; 2025Q4: 77,452 shares; 2026Q1: 68,458 shares; 2026Q2: 65,935 shares 65,935 $16M 1.43% -2,523 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: 51,334 shares; 2024Q4: 50,106 shares; 2025Q1: 51,337 shares; 2025Q2: 52,338 shares; 2025Q3: 52,584 shares; 2025Q4: 53,788 shares; 2026Q1: 56,295 shares; 2026Q2: 58,530 shares 58,530 $14M 1.25% +2,235 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: 32,305 shares; 2024Q4: 32,435 shares; 2025Q1: 32,123 shares; 2025Q2: 31,923 shares; 2025Q3: 33,566 shares; 2025Q4: 33,671 shares; 2026Q1: 32,979 shares; 2026Q2: 33,412 shares 33,412 $11.5M 1.03% +433 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: 17,905 shares; 2024Q4: 18,202 shares; 2025Q1: 18,348 shares; 2025Q2: 19,206 shares; 2025Q3: 19,527 shares; 2025Q4: 20,378 shares; 2026Q1: 20,056 shares; 2026Q2: 20,342 shares 20,342 $11.5M 1.03% +286 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: 2,363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: 14,591 shares; 2026Q1: 14,562 shares; 2026Q2: 9,818 shares 9,818 $11.3M 1.01% -4,744 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,014 shares; 2024Q4: 98,797 shares; 2025Q1: 108,707 shares; 2025Q2: 134,535 shares; 2025Q3: 163,166 shares; 2025Q4: 181,674 shares; 2026Q1: 195,501 shares; 2026Q2: 213,952 shares 213,952 $11.2M 1% +18,451 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: 12,269 shares; 2024Q4: 12,322 shares; 2025Q1: 12,518 shares; 2025Q2: 12,847 shares; 2025Q3: 27,111 shares; 2025Q4: 28,258 shares; 2026Q1: 27,678 shares; 2026Q2: 27,285 shares 27,285 $10.3M 0.92% -393 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: 30,068 shares; 2024Q4: 30,111 shares; 2025Q1: 30,006 shares; 2025Q2: 29,791 shares; 2025Q3: 30,662 shares; 2025Q4: 31,078 shares; 2026Q1: 30,980 shares; 2026Q2: 31,113 shares 31,113 $10.2M 0.91% +133 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: 32,067 shares; 2024Q4: 43,762 shares; 2025Q1: 112,055 shares; 2025Q2: 132,914 shares; 2025Q3: 155,179 shares; 2025Q4: 161,453 shares; 2026Q1: 177,069 shares; 2026Q2: 199,097 shares 199,097 $10.1M 0.9% +22,028 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: 22,215 shares; 2024Q4: 22,664 shares; 2025Q1: 23,110 shares; 2025Q2: 23,796 shares; 2025Q3: 24,930 shares; 2025Q4: 25,470 shares; 2026Q1: 25,664 shares; 2026Q2: 27,207 shares 27,207 $9.61M 0.86% +1,543 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: 11,036 shares; 2024Q4: 10,736 shares; 2025Q1: 10,742 shares; 2025Q2: 10,661 shares; 2025Q3: 11,256 shares; 2025Q4: 11,096 shares; 2026Q1: 11,317 shares; 2026Q2: 11,304 shares 11,304 $8.32M 0.75% -13 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,922 shares; 2024Q4: 15,347 shares; 2025Q1: 17,523 shares; 2025Q2: 17,254 shares; 2025Q3: 19,744 shares; 2025Q4: 22,235 shares; 2026Q1: 21,366 shares; 2026Q2: 18,669 shares 18,669 $8.06M 0.72% -2,697 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: 8,033 shares; 2024Q4: 7,967 shares; 2025Q1: 7,879 shares; 2025Q2: 7,991 shares; 2025Q3: 8,362 shares; 2025Q4: 8,620 shares; 2026Q1: 8,540 shares; 2026Q2: 8,541 shares 8,541 $7.99M 0.72% +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: 16,395 shares; 2024Q4: 16,850 shares; 2025Q1: 17,776 shares; 2025Q2: 18,218 shares; 2025Q3: 18,276 shares; 2025Q4: 18,816 shares; 2026Q1: 20,663 shares; 2026Q2: 21,345 shares 21,345 $7.86M 0.7% +682 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: 9,140 shares; 2024Q4: 9,086 shares; 2025Q1: 9,690 shares; 2025Q2: 9,776 shares; 2025Q3: 9,454 shares; 2025Q4: 9,684 shares; 2026Q1: 9,920 shares; 2026Q2: 9,561 shares 9,561 $7.14M 0.64% -359 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: 796 shares; 2025Q1: 993 shares; 2025Q2: 871 shares; 2025Q3: 996 shares; 2025Q4: 1,745 shares; 2026Q1: 1,701 shares; 2026Q2: 5,793 shares 5,793 $6.81M 0.61% +4,092 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,457 shares; 2024Q4: 108,898 shares; 2025Q1: 108,605 shares; 2025Q2: 108,791 shares; 2025Q3: 107,249 shares; 2025Q4: 117,794 shares; 2026Q1: 116,459 shares; 2026Q2: 113,909 shares 113,909 $6.8M 0.61% -2,550 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: 14,352 shares; 2024Q4: 14,259 shares; 2025Q1: 15,057 shares; 2025Q2: 14,762 shares; 2025Q3: 14,453 shares; 2025Q4: 15,442 shares; 2026Q1: 15,349 shares; 2026Q2: 15,580 shares 15,580 $6.55M 0.59% +231 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: 25,806 shares; 2024Q4: 28,784 shares; 2025Q1: 29,636 shares; 2025Q2: 29,680 shares; 2025Q3: 30,250 shares; 2025Q4: 30,496 shares; 2026Q1: 30,423 shares; 2026Q2: 30,840 shares 30,840 $6.45M 0.58% +417 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: 2,514 shares; 2024Q4: 7,259 shares; 2025Q1: 7,669 shares; 2025Q2: 7,563 shares; 2025Q3: 7,859 shares; 2025Q4: 8,158 shares; 2026Q1: 8,552 shares; 2026Q2: 9,010 shares 9,010 $6.19M 0.55% +458 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: 10,932 shares; 2024Q4: 10,890 shares; 2025Q1: 10,883 shares; 2025Q2: 11,054 shares; 2025Q3: 11,054 shares; 2025Q4: 12,191 shares; 2026Q1: 12,191 shares; 2026Q2: 12,142 shares 12,142 $6.08M 0.54% -49 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: 2,417 shares; 2025Q1: 24,601 shares; 2025Q2: 30,958 shares; 2025Q3: 32,551 shares; 2025Q4: 32,015 shares; 2026Q1: 29,389 shares; 2026Q2: 17,271 shares 17,271 $5.78M 0.52% -12,118 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,683 shares; 2024Q4: 6,108 shares; 2025Q1: 6,791 shares; 2025Q2: 7,551 shares; 2025Q3: 8,117 shares; 2025Q4: 8,078 shares; 2026Q1: 7,771 shares; 2026Q2: 7,872 shares 7,872 $5.67M 0.51% +101 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: 3,793 shares; 2024Q4: 3,793 shares; 2025Q1: 3,777 shares; 2025Q2: 3,978 shares; 2025Q3: 4,978 shares; 2025Q4: 5,045 shares; 2026Q1: 5,060 shares; 2026Q2: 5,099 shares 5,099 $5.43M 0.49% +39 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: 1,461 shares; 2024Q4: 1,723 shares; 2025Q1: 3,748 shares; 2025Q2: 5,229 shares; 2025Q3: 6,096 shares; 2025Q4: 12,180 shares; 2026Q1: 12,368 shares; 2026Q2: 12,405 shares 12,405 $5.29M 0.47% +37 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: 5,193 shares; 2024Q4: 4,996 shares; 2025Q1: 4,823 shares; 2025Q2: 4,859 shares; 2025Q3: 7,687 shares; 2025Q4: 9,041 shares; 2026Q1: 10,165 shares; 2026Q2: 27,536 shares 27,536 $5.22M 0.47% +17,371 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: 41,027 shares; 2024Q4: 164,831 shares; 2025Q1: 165,820 shares; 2025Q2: 164,631 shares; 2025Q3: 165,517 shares; 2025Q4: 165,542 shares; 2026Q1: 152,049 shares; 2026Q2: 152,848 shares 152,848 $5.17M 0.46% +799 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: 1,649 shares; 2025Q1: 1,463 shares; 2025Q2: 1,505 shares; 2025Q3: 1,530 shares; 2025Q4: 1,527 shares; 2026Q1: 1,543 shares; 2026Q2: 1,504 shares 1,504 $4.81M 0.43% -39 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,882 shares; 2024Q4: 35,768 shares; 2025Q1: 35,562 shares; 2025Q2: 36,506 shares; 2025Q3: 37,931 shares; 2025Q4: 40,131 shares; 2026Q1: 41,496 shares; 2026Q2: 44,104 shares 44,104 $4.59M 0.41% +2,608 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,657 shares; 2024Q4: 24,842 shares; 2025Q1: 24,618 shares; 2025Q2: 24,712 shares; 2025Q3: 25,343 shares; 2025Q4: 24,868 shares; 2026Q1: 24,467 shares; 2026Q2: 24,313 shares 24,313 $4.52M 0.4% -154 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: 50,149 shares; 2024Q4: 50,496 shares; 2025Q1: 50,948 shares; 2025Q2: 52,102 shares; 2025Q3: 51,013 shares; 2025Q4: 99,024 shares; 2026Q1: 101,963 shares; 2026Q2: 98,259 shares 98,259 $4.46M 0.4% -3,704 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 576 shares; 2025Q1: 575 shares; 2025Q2: 679 shares; 2025Q3: 970 shares; 2025Q4: 4,093 shares; 2026Q1: 3,801 shares; 2026Q2: 3,882 shares 3,882 $4.4M 0.39% +81 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: 7,445 shares; 2024Q4: 7,499 shares; 2025Q1: 7,401 shares; 2025Q2: 7,235 shares; 2025Q3: 7,970 shares; 2025Q4: 8,388 shares; 2026Q1: 8,418 shares; 2026Q2: 8,428 shares 8,428 $4.23M 0.38% +10 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: 19,489 shares; 2024Q4: 19,267 shares; 2025Q1: 19,316 shares; 2025Q2: 19,231 shares; 2025Q3: 19,207 shares; 2025Q4: 19,158 shares; 2026Q1: 19,158 shares; 2026Q2: 19,335 shares 19,335 $4.19M 0.37% +177 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: 12,391 shares; 2024Q4: 12,332 shares; 2025Q1: 12,122 shares; 2025Q2: 12,281 shares; 2025Q3: 13,317 shares; 2025Q4: 13,581 shares; 2026Q1: 13,438 shares; 2026Q2: 14,045 shares 14,045 $4.08M 0.37% +607 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: 34,957 shares; 2024Q4: 34,797 shares; 2025Q1: 34,667 shares; 2025Q2: 34,655 shares; 2025Q3: 34,735 shares; 2025Q4: 35,234 shares; 2026Q1: 35,168 shares; 2026Q2: 35,069 shares 35,069 $3.97M 0.36% -99 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: 14,201 shares; 2024Q4: 14,235 shares; 2025Q1: 14,291 shares; 2025Q2: 14,311 shares; 2025Q3: 14,068 shares; 2025Q4: 14,072 shares; 2026Q1: 14,175 shares; 2026Q2: 14,341 shares 14,341 $3.61M 0.32% +166 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,331 shares; 2024Q4: 15,628 shares; 2025Q1: 16,291 shares; 2025Q2: 18,190 shares; 2025Q3: 18,015 shares; 2025Q4: 35,708 shares; 2026Q1: 36,210 shares; 2026Q2: 36,474 shares 36,474 $3.52M 0.32% +264 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: 21,464 shares; 2024Q4: 20,100 shares; 2025Q1: 20,119 shares; 2025Q2: 20,113 shares; 2025Q3: 20,151 shares; 2025Q4: 20,335 shares; 2026Q1: 20,348 shares; 2026Q2: 20,346 shares 20,346 $3.37M 0.3% -2 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: 27,017 shares; 2024Q4: 26,932 shares; 2025Q1: 25,328 shares; 2025Q2: 25,245 shares; 2025Q3: 25,983 shares; 2025Q4: 25,930 shares; 2026Q1: 25,749 shares; 2026Q2: 25,569 shares 25,569 $3.36M 0.3% -180 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,568 shares; 2024Q4: 4,928 shares; 2025Q1: 23,985 shares; 2025Q2: 22,520 shares; 2025Q3: 22,536 shares; 2025Q4: 22,413 shares; 2026Q1: 22,578 shares; 2026Q2: 22,245 shares 22,245 $3.25M 0.29% -333 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,858 shares; 2024Q4: 11,680 shares; 2025Q1: 10,727 shares; 2025Q2: 10,292 shares; 2025Q3: 11,633 shares; 2025Q4: 11,847 shares; 2026Q1: 11,899 shares; 2026Q2: 12,749 shares 12,749 $3.24M 0.29% +850 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: 10,377 shares; 2024Q4: 9,377 shares; 2025Q1: 10,377 shares; 2025Q2: 10,452 shares; 2025Q3: 10,437 shares; 2025Q4: 10,377 shares; 2026Q1: 10,627 shares; 2026Q2: 10,740 shares 10,740 $3.2M 0.29% +113 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: 40,743 shares; 2024Q4: 40,416 shares; 2025Q1: 40,354 shares; 2025Q2: 40,011 shares; 2025Q3: 39,486 shares; 2025Q4: 39,486 shares; 2026Q1: 37,158 shares; 2026Q2: 36,143 shares 36,143 $3.17M 0.28% -1,015 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: 31,485 shares; 2024Q4: 31,333 shares; 2025Q1: 30,476 shares; 2025Q2: 29,387 shares; 2025Q3: 30,109 shares; 2025Q4: 30,400 shares; 2026Q1: 29,718 shares; 2026Q2: 30,534 shares 30,534 $3.12M 0.28% +816 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,863 shares; 2024Q4: 58,239 shares; 2025Q1: 53,727 shares; 2025Q2: 53,699 shares; 2025Q3: 54,312 shares; 2025Q4: 49,697 shares; 2026Q1: 41,996 shares; 2026Q2: 37,813 shares 37,813 $3.1M 0.28% -4,183 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,829 shares; 2024Q4: 23,527 shares; 2025Q1: 23,278 shares; 2025Q2: 22,219 shares; 2025Q3: 23,813 shares; 2025Q4: 24,224 shares; 2026Q1: 24,753 shares; 2026Q2: 25,032 shares 25,032 $3.08M 0.28% +279 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: 56,185 shares; 2024Q4: 53,002 shares; 2025Q1: 53,016 shares; 2025Q2: 52,943 shares; 2025Q3: 52,962 shares; 2025Q4: 53,950 shares; 2026Q1: 53,797 shares; 2026Q2: 53,993 shares 53,993 $3.08M 0.28% +196 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: 21,041 shares; 2024Q4: 20,801 shares; 2025Q1: 20,755 shares; 2025Q2: 20,729 shares; 2025Q3: 21,433 shares; 2025Q4: 22,010 shares; 2026Q1: 22,032 shares; 2026Q2: 21,928 shares 21,928 $3M 0.27% -104 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: 9,026 shares; 2024Q4: 9,119 shares; 2025Q1: 8,909 shares; 2025Q2: 8,653 shares; 2025Q3: 8,396 shares; 2025Q4: 8,354 shares; 2026Q1: 8,330 shares; 2026Q2: 8,495 shares 8,495 $3M 0.27% +165 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 3,750 shares; 2026Q1: 37,051 shares; 2026Q2: 37,812 shares 37,812 $2.8M 0.25% +761 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: 6,190 shares; 2024Q4: 6,394 shares; 2025Q1: 6,722 shares; 2025Q2: 6,928 shares; 2025Q3: 7,643 shares; 2025Q4: 7,162 shares; 2026Q1: 7,209 shares; 2026Q2: 7,410 shares 7,410 $2.74M 0.25% +201 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: 26,092 shares; 2024Q4: 28,484 shares; 2025Q1: 29,169 shares; 2025Q2: 30,061 shares; 2025Q3: 31,147 shares; 2025Q4: 36,097 shares; 2026Q1: 33,374 shares; 2026Q2: 38,415 shares 38,415 $2.74M 0.24% +5,041 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: 3,101 shares; 2024Q4: 3,095 shares; 2025Q1: 3,414 shares; 2025Q2: 3,464 shares; 2025Q3: 3,310 shares; 2025Q4: 33,748 shares; 2026Q1: 38,639 shares; 2026Q2: 37,758 shares 37,758 $2.7M 0.24% -881 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: 1,914 shares; 2025Q1: 1,869 shares; 2025Q2: 1,878 shares; 2025Q3: 2,033 shares; 2025Q4: 2,047 shares; 2026Q1: 1,904 shares; 2026Q2: 1,957 shares 1,957 $2.61M 0.23% +53 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: 21,520 shares; 2024Q4: 18,520 shares; 2025Q1: 13,820 shares; 2025Q2: 13,800 shares; 2025Q3: 13,670 shares; 2025Q4: 13,563 shares; 2026Q1: 26,540 shares; 2026Q2: 26,590 shares 26,590 $2.51M 0.23% +50 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,053 shares; 2025Q2: 29,818 shares; 2025Q3: 54,218 shares; 2025Q4: 65,838 shares; 2026Q1: 84,555 shares; 2026Q2: 99,819 shares 99,819 $2.48M 0.22% +15,264 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: 7,412 shares; 2024Q4: 7,626 shares; 2025Q1: 8,077 shares; 2025Q2: 8,513 shares; 2025Q3: 8,706 shares; 2025Q4: 8,523 shares; 2026Q1: 8,401 shares; 2026Q2: 7,887 shares 7,887 $2.48M 0.22% -514 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,259 shares; 2024Q4: 10,263 shares; 2025Q1: 10,152 shares; 2025Q2: 10,572 shares; 2025Q3: 11,152 shares; 2025Q4: 11,568 shares; 2026Q1: 11,403 shares; 2026Q2: 11,202 shares 11,202 $2.47M 0.22% -201 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: 1,452 shares; 2024Q4: 1,539 shares; 2025Q1: 1,837 shares; 2025Q2: 2,011 shares; 2025Q3: 1,961 shares; 2025Q4: 2,568 shares; 2026Q1: 2,264 shares; 2026Q2: 2,413 shares 2,413 $2.44M 0.22% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,210 shares; 2026Q1: 31,210 shares; 2026Q2: 31,210 shares 31,210 $2.41M 0.22% 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: 9,919 shares; 2024Q4: 9,919 shares; 2025Q1: 9,917 shares; 2025Q2: 9,917 shares; 2025Q3: 9,915 shares; 2025Q4: 10,068 shares; 2026Q1: 9,980 shares; 2026Q2: 9,969 shares 9,969 $2.37M 0.21% -11 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,214 shares; 2024Q4: 30,736 shares; 2025Q1: 30,322 shares; 2025Q2: 30,678 shares; 2025Q3: 35,434 shares; 2025Q4: 35,433 shares; 2026Q1: 34,770 shares; 2026Q2: 36,179 shares 36,179 $2.28M 0.2% +1,409 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: 18,326 shares; 2024Q4: 19,694 shares; 2025Q1: 19,729 shares; 2025Q2: 19,794 shares; 2025Q3: 19,936 shares; 2025Q4: 21,286 shares; 2026Q1: 22,024 shares; 2026Q2: 23,383 shares 23,383 $2.25M 0.2% +1,359 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,714 shares; 2024Q4: 25,714 shares; 2025Q1: 25,714 shares; 2025Q2: 25,714 shares; 2025Q3: 25,714 shares; 2025Q4: 25,714 shares; 2026Q1: 25,714 shares; 2026Q2: 25,714 shares 25,714 $2.19M 0.2% 0 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: 9,651 shares; 2024Q4: 9,354 shares; 2025Q1: 9,229 shares; 2025Q2: 9,229 shares; 2025Q3: 9,229 shares; 2025Q4: 9,214 shares; 2026Q1: 8,654 shares; 2026Q2: 8,516 shares 8,516 $2.15M 0.19% -138 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: 31,870 shares; 2024Q4: 31,631 shares; 2025Q1: 32,640 shares; 2025Q2: 32,396 shares; 2025Q3: 32,788 shares; 2025Q4: 32,801 shares; 2026Q1: 32,018 shares; 2026Q2: 39,295 shares 39,295 $2.04M 0.18% +7,277 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: 1,027 shares; 2025Q3: 1,025 shares; 2025Q4: 6,328 shares; 2026Q1: 6,330 shares; 2026Q2: 6,331 shares 6,331 $1.92M 0.17% +1 Timeline MINT 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: 22,424 shares; 2024Q4: 20,709 shares; 2025Q1: 23,070 shares; 2025Q2: 22,350 shares; 2025Q3: 23,010 shares; 2025Q4: 20,628 shares; 2026Q1: 20,378 shares; 2026Q2: 18,878 shares 18,878 $1.9M 0.17% -1,500 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: 1,425 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,252 shares; 2025Q3: 1,253 shares; 2025Q4: 1,338 shares; 2026Q1: 1,351 shares; 2026Q2: 1,575 shares 1,575 $1.89M 0.17% +224 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: 4,742 shares; 2024Q4: 4,742 shares; 2025Q1: 4,748 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,795 shares; 2026Q1: 4,813 shares; 2026Q2: 5,205 shares 5,205 $1.89M 0.17% +392 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,297 shares; 2024Q4: 3,569 shares; 2025Q1: 3,349 shares; 2025Q2: 3,299 shares; 2025Q3: 3,180 shares; 2025Q4: 3,317 shares; 2026Q1: 3,339 shares; 2026Q2: 3,179 shares 3,179 $1.85M 0.17% -160 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: 3,821 shares; 2024Q4: 3,889 shares; 2025Q1: 3,844 shares; 2025Q2: 3,770 shares; 2025Q3: 3,754 shares; 2025Q4: 3,697 shares; 2026Q1: 3,716 shares; 2026Q2: 3,589 shares 3,589 $1.84M 0.17% -127 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: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,829 shares; 2025Q2: 4,812 shares; 2025Q3: 4,797 shares; 2025Q4: 9,587 shares; 2026Q1: 9,590 shares; 2026Q2: 9,565 shares 9,565 $1.82M 0.16% -25 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: 16,225 shares; 2024Q4: 16,229 shares; 2025Q1: 16,211 shares; 2025Q2: 16,211 shares; 2025Q3: 16,207 shares; 2025Q4: 16,259 shares; 2026Q1: 11,148 shares; 2026Q2: 12,282 shares 12,282 $1.79M 0.16% +1,134 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: 1,745 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,862 shares; 2025Q4: 1,873 shares; 2026Q1: 1,905 shares; 2026Q2: 14,903 shares 14,903 $1.78M 0.16% +12,998 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: 50,008 shares; 2024Q4: 51,008 shares; 2025Q1: 51,008 shares; 2025Q2: 48,820 shares; 2025Q3: 48,892 shares; 2025Q4: 48,414 shares; 2026Q1: 45,621 shares; 2026Q2: 41,400 shares 41,400 $1.76M 0.16% -4,221 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: 6,141 shares; 2024Q4: 5,981 shares; 2025Q1: 5,625 shares; 2025Q2: 5,583 shares; 2025Q3: 5,468 shares; 2025Q4: 5,391 shares; 2026Q1: 5,379 shares; 2026Q2: 5,397 shares 5,397 $1.69M 0.15% +18 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,202 shares; 2024Q4: 33,601 shares; 2025Q1: 35,364 shares; 2025Q2: 35,326 shares; 2025Q3: 36,058 shares; 2025Q4: 36,345 shares; 2026Q1: 36,619 shares; 2026Q2: 37,095 shares 37,095 $1.62M 0.14% +476 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,975 shares; 2024Q4: 31,492 shares; 2025Q1: 32,267 shares; 2025Q2: 35,508 shares; 2025Q3: 35,845 shares; 2025Q4: 38,930 shares; 2026Q1: 42,123 shares; 2026Q2: 44,571 shares 44,571 $1.48M 0.13% +2,448 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: 4,799 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 4,755 shares; 2025Q3: 4,711 shares; 2025Q4: 5,051 shares; 2026Q1: 5,051 shares; 2026Q2: 4,930 shares 4,930 $1.48M 0.13% -121 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,191 shares; 2024Q4: 21,228 shares; 2025Q1: 21,254 shares; 2025Q2: 21,277 shares; 2025Q3: 20,239 shares; 2025Q4: 20,261 shares; 2026Q1: 20,097 shares; 2026Q2: 20,149 shares 20,149 $1.45M 0.13% +52 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,070 shares; 2026Q1: 898 shares; 2026Q2: 626 shares 626 $1.42M 0.13% -272 Timeline BKLN 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: 148,060 shares; 2024Q4: 150,357 shares; 2025Q1: 148,551 shares; 2025Q2: 151,413 shares; 2025Q3: 161,273 shares; 2025Q4: 155,677 shares; 2026Q1: 81,007 shares; 2026Q2: 69,625 shares 69,625 $1.42M 0.13% -11,382 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,370 shares; 2024Q4: 12,039 shares; 2025Q1: 10,114 shares; 2025Q2: 10,314 shares; 2025Q3: 12,414 shares; 2025Q4: 11,729 shares; 2026Q1: 11,145 shares; 2026Q2: 11,235 shares 11,235 $1.32M 0.12% +90 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: 12,974 shares; 2024Q4: 12,843 shares; 2025Q1: 12,257 shares; 2025Q2: 13,045 shares; 2025Q3: 13,540 shares; 2025Q4: 13,762 shares; 2026Q1: 13,688 shares; 2026Q2: 14,040 shares 14,040 $1.3M 0.12% +352 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: 5,366 shares; 2024Q4: 5,387 shares; 2025Q1: 5,387 shares; 2025Q2: 5,277 shares; 2025Q3: 5,258 shares; 2025Q4: 5,220 shares; 2026Q1: 5,135 shares; 2026Q2: 4,757 shares 4,757 $1.29M 0.12% -378 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: 5,740 shares 5,740 $1.29M 0.12% new 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: 2,270 shares; 2026Q2: 5,000 shares 5,000 $1.28M 0.11% +2,730 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: 3,216 shares; 2024Q4: 3,222 shares; 2025Q1: 3,207 shares; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 3,345 shares; 2026Q1: 3,324 shares; 2026Q2: 3,361 shares 3,361 $1.26M 0.11% +37 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: 10,034 shares; 2024Q4: 10,005 shares; 2025Q1: 9,993 shares; 2025Q2: 9,650 shares; 2025Q3: 9,547 shares; 2025Q4: 9,207 shares; 2026Q1: 8,568 shares; 2026Q2: 8,341 shares 8,341 $1.22M 0.11% -227 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,352 shares; 2024Q4: 23,705 shares; 2025Q1: 23,746 shares; 2025Q2: 23,987 shares; 2025Q3: 22,903 shares; 2025Q4: 21,361 shares; 2026Q1: 22,061 shares; 2026Q2: 20,901 shares 20,901 $1.2M 0.11% -1,160 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,207 shares; 2024Q4: 76,304 shares; 2025Q1: 66,369 shares; 2025Q2: 66,249 shares; 2025Q3: 68,813 shares; 2025Q4: 72,522 shares; 2026Q1: 69,330 shares; 2026Q2: 75,328 shares 75,328 $1.19M 0.11% +5,998 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: 6,325 shares; 2024Q4: 6,341 shares; 2025Q1: 6,345 shares; 2025Q2: 6,335 shares; 2025Q3: 6,320 shares; 2025Q4: 6,531 shares; 2026Q1: 6,345 shares; 2026Q2: 6,364 shares 6,364 $1.15M 0.1% +19 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: 11,396 shares; 2024Q4: 11,405 shares; 2025Q1: 11,405 shares; 2025Q2: 11,320 shares; 2025Q3: 11,320 shares; 2025Q4: 11,692 shares; 2026Q1: 11,767 shares; 2026Q2: 13,772 shares 13,772 $1.14M 0.1% +2,005 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: 9,240 shares; 2024Q4: 9,283 shares; 2025Q1: 9,328 shares; 2025Q2: 9,377 shares; 2025Q3: 9,421 shares; 2025Q4: 9,562 shares; 2026Q1: 9,610 shares; 2026Q2: 9,636 shares 9,636 $1.13M 0.1% +26 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: 6,747 shares; 2024Q4: 6,747 shares; 2025Q1: 6,747 shares; 2025Q2: 6,747 shares; 2025Q3: 6,747 shares; 2025Q4: 6,716 shares; 2026Q1: 6,716 shares; 2026Q2: 6,716 shares 6,716 $1.1M 0.1% 0 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS 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: not reported; 2026Q1: 12,639 shares; 2026Q2: 12,639 shares 12,639 $1.08M 0.1% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,585 shares; 2024Q4: 10,994 shares; 2025Q1: 10,886 shares; 2025Q2: 11,481 shares; 2025Q3: 13,738 shares; 2025Q4: 13,176 shares; 2026Q1: 12,770 shares; 2026Q2: 12,705 shares 12,705 $1.05M 0.09% -65 Timeline BND 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: 8,723 shares; 2024Q4: 9,014 shares; 2025Q1: 9,446 shares; 2025Q2: 12,226 shares; 2025Q3: 13,450 shares; 2025Q4: 17,513 shares; 2026Q1: 14,285 shares; 2026Q2: 14,215 shares 14,215 $1.04M 0.09% -70 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: 2,287 shares; 2024Q4: 2,689 shares; 2025Q1: 2,784 shares; 2025Q2: 1,574 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 2,126 shares; 2026Q2: 2,129 shares 2,129 $1.02M 0.09% +3 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: 10,520 shares; 2024Q4: 10,520 shares; 2025Q1: 10,520 shares; 2025Q2: 10,717 shares; 2025Q3: 10,717 shares; 2025Q4: 10,524 shares; 2026Q1: 10,524 shares; 2026Q2: 10,753 shares 10,753 $992K 0.09% +229 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,637 shares; 2024Q4: 10,011 shares; 2025Q1: 9,682 shares; 2025Q2: 9,689 shares; 2025Q3: 9,715 shares; 2025Q4: 18,549 shares; 2026Q1: 18,359 shares; 2026Q2: 18,365 shares 18,365 $975K 0.09% +6 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: 7,037 shares; 2024Q4: 7,037 shares; 2025Q1: 7,040 shares; 2025Q2: 7,026 shares; 2025Q3: 7,040 shares; 2025Q4: 7,042 shares; 2026Q1: 7,171 shares; 2026Q2: 6,976 shares 6,976 $959K 0.09% -195 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: 24,750 shares; 2024Q4: 25,080 shares; 2025Q1: 26,465 shares; 2025Q2: 27,711 shares; 2025Q3: 25,923 shares; 2025Q4: 25,948 shares; 2026Q1: 6,488 shares; 2026Q2: 6,518 shares 6,518 $955K 0.09% +30 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,751 shares; 2024Q4: 8,044 shares; 2025Q1: 6,673 shares; 2025Q2: 6,316 shares; 2025Q3: 7,939 shares; 2025Q4: 6,142 shares; 2026Q1: 6,635 shares; 2026Q2: 6,694 shares 6,694 $931K 0.08% +59 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 6,156 shares; 2026Q1: 6,158 shares; 2026Q2: 6,555 shares 6,555 $918K 0.08% +397 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: 41,910 shares; 2024Q4: 42,710 shares; 2025Q1: 42,815 shares; 2025Q2: 40,666 shares; 2025Q3: 38,573 shares; 2025Q4: 34,007 shares; 2026Q1: 28,769 shares; 2026Q2: 28,769 shares 28,769 $877K 0.08% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619 shares; 2024Q4: 627 shares; 2025Q1: 832 shares; 2025Q2: 679 shares; 2025Q3: 676 shares; 2025Q4: 709 shares; 2026Q1: 713 shares; 2026Q2: 893 shares 893 $873K 0.08% +180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,521 shares; 2025Q3: 27,204 shares; 2025Q4: 28,562 shares; 2026Q1: 29,673 shares; 2026Q2: 29,673 shares 29,673 $873K 0.08% 0 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: 1,069 shares; 2024Q4: 1,071 shares; 2025Q1: 1,190 shares; 2025Q2: 1,257 shares; 2025Q3: 1,558 shares; 2025Q4: 1,551 shares; 2026Q1: 1,969 shares; 2026Q2: 2,158 shares 2,158 $858K 0.08% +189 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,535 shares; 2024Q4: 39,610 shares; 2025Q1: 34,435 shares; 2025Q2: 21,585 shares; 2025Q3: 19,285 shares; 2025Q4: 18,125 shares; 2026Q1: 18,125 shares; 2026Q2: 16,825 shares 16,825 $852K 0.08% -1,300 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,850 shares; 2024Q4: 17,850 shares; 2025Q1: 17,850 shares; 2025Q2: 17,312 shares; 2025Q3: 17,312 shares; 2025Q4: 17,279 shares; 2026Q1: 18,379 shares; 2026Q2: 18,379 shares 18,379 $837K 0.07% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 2,838 shares; 2025Q1: 4,055 shares; 2025Q2: 3,888 shares; 2025Q3: 3,919 shares; 2025Q4: 4,019 shares; 2026Q1: 3,994 shares; 2026Q2: 3,800 shares 3,800 $834K 0.07% -194 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: 9,882 shares; 2024Q4: 9,786 shares; 2025Q1: 9,514 shares; 2025Q2: 9,496 shares; 2025Q3: 9,496 shares; 2025Q4: 9,973 shares; 2026Q1: 10,156 shares; 2026Q2: 10,082 shares 10,082 $819K 0.07% -74 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,470 shares; 2024Q4: 13,936 shares; 2025Q1: 12,550 shares; 2025Q2: 11,892 shares; 2025Q3: 13,574 shares; 2025Q4: 12,330 shares; 2026Q1: 11,752 shares; 2026Q2: 11,351 shares 11,351 $816K 0.07% -401 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: 2,265 shares; 2024Q4: 2,186 shares; 2025Q1: 2,123 shares; 2025Q2: 2,077 shares; 2025Q3: 2,087 shares; 2025Q4: 1,979 shares; 2026Q1: 1,937 shares; 2026Q2: 1,957 shares 1,957 $814K 0.07% +20 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,025 shares; 2024Q4: 4,425 shares; 2025Q1: 4,195 shares; 2025Q2: 7,395 shares; 2025Q3: 7,495 shares; 2025Q4: 7,355 shares; 2026Q1: 7,655 shares; 2026Q2: 7,755 shares 7,755 $814K 0.07% +100 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: 11,648 shares; 2024Q4: 11,754 shares; 2025Q1: 11,750 shares; 2025Q2: 11,187 shares; 2025Q3: 11,121 shares; 2025Q4: 10,283 shares; 2026Q1: 10,217 shares; 2026Q2: 8,077 shares 8,077 $782K 0.07% -2,140 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: 2,528 shares; 2025Q2: 3,128 shares; 2025Q3: 4,124 shares; 2025Q4: 3,898 shares; 2026Q1: 6,790 shares; 2026Q2: 6,639 shares 6,639 $775K 0.07% -151 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: 2,075 shares; 2024Q4: 2,078 shares; 2025Q1: 2,074 shares; 2025Q2: 1,570 shares; 2025Q3: 1,567 shares; 2025Q4: 1,633 shares; 2026Q1: 1,633 shares; 2026Q2: 2,258 shares 2,258 $764K 0.07% +625 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: 1,461 shares; 2024Q4: 1,090 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,494 shares; 2026Q2: 1,498 shares 1,498 $763K 0.07% +4 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: 21,089 shares; 2024Q4: 19,696 shares; 2025Q1: 6,057 shares; 2025Q2: 4,007 shares; 2025Q3: 4,491 shares; 2025Q4: 4,556 shares; 2026Q1: 4,609 shares; 2026Q2: 5,887 shares 5,887 $757K 0.07% +1,278 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 1,739 shares; 2025Q1: 1,599 shares; 2025Q2: 1,600 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,500 shares; 2026Q2: 1,426 shares 1,426 $745K 0.07% -74 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: 5,235 shares 5,235 $731K 0.07% new 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: 1,507 shares; 2024Q4: 1,510 shares; 2025Q1: 1,518 shares; 2025Q2: 1,496 shares; 2025Q3: 1,493 shares; 2025Q4: 1,574 shares; 2026Q1: 1,574 shares; 2026Q2: 3,296 shares 3,296 $720K 0.06% +1,722 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: 3,380 shares; 2025Q3: 3,378 shares; 2025Q4: 3,462 shares; 2026Q1: 3,494 shares; 2026Q2: 3,468 shares 3,468 $696K 0.06% -26 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,840 shares; 2024Q4: 8,840 shares; 2025Q1: 8,840 shares; 2025Q2: 8,840 shares; 2025Q3: 8,840 shares; 2025Q4: 8,840 shares; 2026Q1: 9,045 shares; 2026Q2: 9,045 shares 9,045 $686K 0.06% 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: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 926 shares 926 $652K 0.06% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,232 shares; 2024Q4: 11,233 shares; 2025Q1: 11,316 shares; 2025Q2: 11,316 shares; 2025Q3: 11,315 shares; 2025Q4: 11,315 shares; 2026Q1: 13,315 shares; 2026Q2: 13,315 shares 13,315 $637K 0.06% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 2,621 shares; 2025Q1: 2,249 shares; 2025Q2: 1,883 shares; 2025Q3: 2,274 shares; 2025Q4: 2,275 shares; 2026Q1: 2,099 shares; 2026Q2: 2,088 shares 2,088 $624K 0.06% -11 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: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,201 shares; 2025Q2: 2,280 shares; 2025Q3: 2,144 shares; 2025Q4: 2,131 shares; 2026Q1: 2,311 shares; 2026Q2: 2,745 shares 2,745 $623K 0.06% +434 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: 1,119 shares; 2024Q4: 1,122 shares; 2025Q1: 1,117 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,173 shares; 2026Q1: 1,334 shares; 2026Q2: 1,180 shares 1,180 $612K 0.05% -154 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,928 shares; 2024Q4: 5,548 shares; 2025Q1: 5,431 shares; 2025Q2: 7,041 shares; 2025Q3: 8,403 shares; 2025Q4: 8,403 shares; 2026Q1: 9,063 shares; 2026Q2: 8,863 shares 8,863 $606K 0.05% -200 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: 1,834 shares; 2024Q4: 1,835 shares; 2025Q1: 1,832 shares; 2025Q2: 1,737 shares; 2025Q3: 1,715 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares; 2026Q2: 1,735 shares 1,735 $597K 0.05% -5 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: 5,062 shares; 2024Q4: 5,062 shares; 2025Q1: 5,056 shares; 2025Q2: 5,579 shares; 2025Q3: 5,591 shares; 2025Q4: 5,584 shares; 2026Q1: 5,559 shares; 2026Q2: 5,557 shares 5,557 $577K 0.05% -2 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: 371 shares; 2024Q4: 342 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 345 shares; 2025Q4: 277 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $571K 0.05% 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: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,708 shares; 2025Q2: 2,608 shares; 2025Q3: 3,479 shares; 2025Q4: 3,520 shares; 2026Q1: 3,293 shares; 2026Q2: 3,374 shares 3,374 $570K 0.05% +81 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: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,203 shares; 2025Q2: 2,193 shares; 2025Q3: 2,200 shares; 2025Q4: 2,220 shares; 2026Q1: 2,233 shares; 2026Q2: 4,048 shares 4,048 $548K 0.05% +1,815 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,338 shares; 2024Q4: 6,371 shares; 2025Q1: 6,398 shares; 2025Q2: 6,435 shares; 2025Q3: 6,148 shares; 2025Q4: 5,848 shares; 2026Q1: 5,860 shares; 2026Q2: 5,873 shares 5,873 $544K 0.05% +13 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,341 shares; 2025Q3: 7,467 shares; 2025Q4: 11,747 shares; 2026Q1: 12,699 shares; 2026Q2: 14,807 shares 14,807 $541K 0.05% +2,108 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: 1,754 shares; 2024Q4: 1,753 shares; 2025Q1: 2,053 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,879 shares; 2026Q1: 1,896 shares; 2026Q2: 1,891 shares 1,891 $532K 0.05% -5 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: 7,514 shares; 2024Q4: 14,948 shares; 2025Q1: 14,948 shares; 2025Q2: 14,948 shares; 2025Q3: 14,948 shares; 2025Q4: 19,018 shares; 2026Q1: 19,018 shares; 2026Q2: 19,018 shares 19,018 $527K 0.05% 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: 6,189 shares; 2024Q4: 12,384 shares; 2025Q1: 12,386 shares; 2025Q2: 12,389 shares; 2025Q3: 12,391 shares; 2025Q4: 14,553 shares; 2026Q1: 14,555 shares; 2026Q2: 14,557 shares 14,557 $526K 0.05% +2 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: 10,706 shares; 2024Q4: 3,061 shares; 2025Q1: 3,061 shares; 2025Q2: 2,999 shares; 2025Q3: 2,709 shares; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares; 2026Q2: 2,712 shares 2,712 $516K 0.05% 0 Timeline BSV 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: 7,940 shares; 2024Q4: 7,940 shares; 2025Q1: 7,940 shares; 2025Q2: 7,940 shares; 2025Q3: 8,526 shares; 2025Q4: 8,544 shares; 2026Q1: 6,512 shares; 2026Q2: 6,526 shares 6,526 $508K 0.05% +14 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,255 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,054 shares; 2026Q1: 3,644 shares; 2026Q2: 18,220 shares 18,220 $499K 0.04% +14,576 Timeline SOXX 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: 723 shares; 2025Q4: 723 shares; 2026Q1: 752 shares; 2026Q2: 760 shares 760 $487K 0.04% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,195 shares 2,195 $484K 0.04% new 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: 687 shares; 2024Q4: 987 shares; 2025Q1: 976 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 919 shares; 2026Q1: 919 shares; 2026Q2: 3,833 shares 3,833 $476K 0.04% +2,914 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: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,334 shares; 2025Q2: 9,334 shares; 2025Q3: 9,334 shares; 2025Q4: 9,334 shares; 2026Q1: 9,334 shares; 2026Q2: 9,334 shares 9,334 $472K 0.04% 0 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: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 3,991 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares; 2025Q4: 3,913 shares; 2026Q1: 3,913 shares; 2026Q2: 3,942 shares 3,942 $463K 0.04% +29 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,337 shares; 2024Q4: 5,337 shares; 2025Q1: 5,337 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 4,712 shares; 2026Q1: 4,712 shares; 2026Q2: 4,712 shares 4,712 $454K 0.04% 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: not reported; 2026Q1: 3,126 shares; 2026Q2: 5,064 shares 5,064 $449K 0.04% +1,938 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 762 shares; 2026Q2: 695 shares 695 $444K 0.04% -67 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: 10,026 shares; 2024Q4: 10,328 shares; 2025Q1: 10,933 shares; 2025Q2: 11,827 shares; 2025Q3: 11,326 shares; 2025Q4: 11,272 shares; 2026Q1: 10,903 shares; 2026Q2: 10,442 shares 10,442 $442K 0.04% -461 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: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 410 shares; 2025Q4: 438 shares; 2026Q1: 559 shares; 2026Q2: 575 shares 575 $439K 0.04% +16 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: 2,314 shares; 2024Q4: 2,289 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,069 shares; 2025Q4: 1,972 shares; 2026Q1: 1,904 shares; 2026Q2: 1,799 shares 1,799 $436K 0.04% -105 Timeline XLF 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: 5,647 shares; 2024Q4: 8,727 shares; 2025Q1: 8,487 shares; 2025Q2: 8,218 shares; 2025Q3: 8,545 shares; 2025Q4: 8,555 shares; 2026Q1: 8,088 shares; 2026Q2: 8,067 shares 8,067 $432K 0.04% -21 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,692 shares; 2024Q4: 5,692 shares; 2025Q1: 5,693 shares; 2025Q2: 5,694 shares; 2025Q3: 5,265 shares; 2025Q4: 5,265 shares; 2026Q1: 5,265 shares; 2026Q2: 4,215 shares 4,215 $431K 0.04% -1,050 Timeline FMB 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: 8,344 shares; 2024Q4: 8,344 shares; 2025Q1: 8,344 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares; 2025Q4: 8,344 shares; 2026Q1: 8,344 shares; 2026Q2: 8,344 shares 8,344 $429K 0.04% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,353 shares; 2024Q4: 75,353 shares; 2025Q1: 75,353 shares; 2025Q2: 75,353 shares; 2025Q3: 75,353 shares; 2025Q4: 75,353 shares; 2026Q1: 75,353 shares; 2026Q2: 75,353 shares 75,353 $426K 0.04% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $426K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,472 shares; 2024Q4: 10,488 shares; 2025Q1: 10,213 shares; 2025Q2: 10,671 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,365 shares 7,365 $424K 0.04% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 1,371 shares 1,371 $415K 0.04% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 4,015 shares 4,015 $404K 0.04% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,780 shares 9,780 $396K 0.04% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,528 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $393K 0.04% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,124 shares; 2024Q4: 3,851 shares; 2025Q1: 3,636 shares; 2025Q2: 3,631 shares; 2025Q3: 3,572 shares; 2025Q4: 3,768 shares; 2026Q1: 3,072 shares; 2026Q2: 3,072 shares 3,072 $392K 0.04% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 3,928 shares; 2026Q2: 3,845 shares 3,845 $386K 0.03% -83 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: 3,188 shares; 2024Q4: 3,195 shares; 2025Q1: 2,652 shares; 2025Q2: 2,645 shares; 2025Q3: 2,638 shares; 2025Q4: 2,547 shares; 2026Q1: 2,586 shares; 2026Q2: 2,541 shares 2,541 $385K 0.03% -45 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,125 shares; 2026Q2: 2,125 shares 2,125 $380K 0.03% 0 Timeline PPA 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: 1,475 shares; 2025Q3: 2,125 shares; 2025Q4: 2,130 shares; 2026Q1: 2,130 shares; 2026Q2: 2,135 shares 2,135 $377K 0.03% +5 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: 623 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 574 shares; 2025Q3: not reported; 2025Q4: 434 shares; 2026Q1: 439 shares; 2026Q2: 593 shares 593 $376K 0.03% +154 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,000 shares; 2026Q2: 15,000 shares 15,000 $376K 0.03% -6,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,795 shares; 2026Q1: 3,795 shares; 2026Q2: 3,795 shares 3,795 $376K 0.03% 0 Timeline CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,921 shares; 2024Q4: 528,000 shares; 2025Q1: 611,750 shares; 2025Q2: 49,000 shares; 2025Q3: 74,874 shares; 2025Q4: 81,436 shares; 2026Q1: 138,000 shares; 2026Q2: 88,000 shares 88,000 $368K 0.03% -50,000 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW 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: 2,969 shares 2,969 $366K 0.03% new Timeline SPLV 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: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,333 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 4,484 shares; 2026Q1: 4,936 shares; 2026Q2: 4,892 shares 4,892 $366K 0.03% -44 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: 7,446 shares; 2024Q4: 7,457 shares; 2025Q1: 7,427 shares; 2025Q2: 7,427 shares; 2025Q3: 7,427 shares; 2025Q4: 7,427 shares; 2026Q1: 7,493 shares; 2026Q2: 7,532 shares 7,532 $358K 0.03% +39 Timeline VNQ 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: 4,139 shares; 2026Q1: 3,696 shares; 2026Q2: 3,707 shares 3,707 $357K 0.03% +11 Timeline HYMB 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: 10,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 17,050 shares; 2026Q1: 13,050 shares; 2026Q2: 14,050 shares 14,050 $357K 0.03% +1,000 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 703 shares; 2025Q1: 697 shares; 2025Q2: 697 shares; 2025Q3: 695 shares; 2025Q4: 721 shares; 2026Q1: 728 shares; 2026Q2: 727 shares 727 $357K 0.03% -1 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: 5,186 shares; 2024Q4: 5,038 shares; 2025Q1: 4,924 shares; 2025Q2: 4,354 shares; 2025Q3: 4,039 shares; 2025Q4: 3,812 shares; 2026Q1: 3,392 shares; 2026Q2: 3,257 shares 3,257 $355K 0.03% -135 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: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 2,873 shares; 2025Q4: 2,236 shares; 2026Q1: 2,236 shares; 2026Q2: 2,236 shares 2,236 $349K 0.03% 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: 3,304 shares; 2024Q4: 3,171 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,069 shares; 2025Q4: 3,069 shares; 2026Q1: 3,069 shares; 2026Q2: 3,076 shares 3,076 $348K 0.03% +7 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,479 shares; 2025Q2: 4,480 shares; 2025Q3: 4,673 shares; 2025Q4: 4,675 shares; 2026Q1: 4,694 shares; 2026Q2: 4,714 shares 4,714 $346K 0.03% +20 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,047 shares; 2026Q1: 1,057 shares; 2026Q2: 1,043 shares 1,043 $344K 0.03% -14 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,345 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 4,345 shares; 2025Q3: 3,170 shares; 2025Q4: 3,015 shares; 2026Q1: 5,715 shares; 2026Q2: 3,015 shares 3,015 $330K 0.03% -2,700 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 602 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 729 shares; 2026Q1: 736 shares; 2026Q2: 719 shares 719 $326K 0.03% -17 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $324K 0.03% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,763 shares; 2024Q4: 5,583 shares; 2025Q1: 4,474 shares; 2025Q2: 4,681 shares; 2025Q3: 5,156 shares; 2025Q4: 5,256 shares; 2026Q1: 5,158 shares; 2026Q2: 5,174 shares 5,174 $322K 0.03% +16 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 773 shares 773 $321K 0.03% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,058 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,038 shares; 2025Q3: 3,038 shares; 2025Q4: 3,036 shares; 2026Q1: 4,578 shares; 2026Q2: 4,554 shares 4,554 $318K 0.03% -24 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,306 shares; 2024Q4: 1,308 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,245 shares; 2026Q1: 1,253 shares; 2026Q2: 1,210 shares 1,210 $316K 0.03% -43 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,961 shares; 2024Q4: 2,986 shares; 2025Q1: 4,429 shares; 2025Q2: 5,931 shares; 2025Q3: 6,707 shares; 2025Q4: 6,510 shares; 2026Q1: 3,796 shares; 2026Q2: 2,679 shares 2,679 $315K 0.03% -1,117 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,015 shares; 2024Q4: 5,015 shares; 2025Q1: not reported; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares; 2026Q1: 5,015 shares; 2026Q2: 5,015 shares 5,015 $314K 0.03% 0 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: 1,358 shares; 2024Q4: 1,343 shares; 2025Q1: 1,691 shares; 2025Q2: 1,681 shares; 2025Q3: 1,546 shares; 2025Q4: 2,068 shares; 2026Q1: 2,069 shares; 2026Q2: 1,978 shares 1,978 $310K 0.03% -91 Timeline FCAL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,075 shares 6,075 $302K 0.03% new 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: 2,366 shares; 2024Q4: not reported; 2025Q1: 7,188 shares; 2025Q2: 7,937 shares; 2025Q3: 8,752 shares; 2025Q4: 8,812 shares; 2026Q1: 8,844 shares; 2026Q2: 9,407 shares 9,407 $298K 0.03% +563 Timeline GDX 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: 9,613 shares; 2024Q4: 8,959 shares; 2025Q1: 8,600 shares; 2025Q2: 5,890 shares; 2025Q3: 5,300 shares; 2025Q4: 4,843 shares; 2026Q1: 4,508 shares; 2026Q2: 3,948 shares 3,948 $298K 0.03% -560 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: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 15,000 shares; 2025Q3: 14,970 shares; 2025Q4: 15,184 shares; 2026Q1: 16,784 shares; 2026Q2: 16,784 shares 16,784 $291K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206 shares; 2024Q4: 2,206 shares; 2025Q1: 2,285 shares; 2025Q2: 1,849 shares; 2025Q3: 1,722 shares; 2025Q4: 1,834 shares; 2026Q1: 1,834 shares; 2026Q2: 1,834 shares 1,834 $291K 0.03% 0 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: 3,651 shares; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,651 shares; 2025Q4: 3,651 shares; 2026Q1: 3,711 shares; 2026Q2: 3,711 shares 3,711 $288K 0.03% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,954 shares; 2024Q4: 11,720 shares; 2025Q1: 14,483 shares; 2025Q2: 17,913 shares; 2025Q3: 18,153 shares; 2025Q4: 10,340 shares; 2026Q1: 7,585 shares; 2026Q2: 5,913 shares 5,913 $284K 0.03% -1,672 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 10,584 shares; 2026Q1: 7,589 shares; 2026Q2: 8,111 shares 8,111 $280K 0.03% +522 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 924 shares; 2026Q2: 924 shares 924 $278K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 4,407 shares; 2026Q1: 4,298 shares; 2026Q2: 4,448 shares 4,448 $275K 0.02% +150 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS 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: 5,651 shares 5,651 $270K 0.02% new 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: 1,400 shares; 2024Q4: 1,357 shares; 2025Q1: 1,332 shares; 2025Q2: 1,299 shares; 2025Q3: 1,326 shares; 2025Q4: 1,514 shares; 2026Q1: not reported; 2026Q2: 1,423 shares 1,423 $263K 0.02% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: 2,536 shares; 2025Q1: not reported; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,536 shares; 2026Q1: 2,536 shares; 2026Q2: 2,536 shares 2,536 $263K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 1,737 shares; 2025Q1: 1,737 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares; 2026Q2: 1,767 shares 1,767 $261K 0.02% +27 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 2,708 shares; 2026Q1: not reported; 2026Q2: 2,498 shares 2,498 $258K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,888 shares; 2025Q4: 18,088 shares; 2026Q1: 18,288 shares; 2026Q2: 18,169 shares 18,169 $253K 0.02% -119 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,310 shares; 2024Q4: 6,955 shares; 2025Q1: 4,805 shares; 2025Q2: 4,305 shares; 2025Q3: 4,255 shares; 2025Q4: 3,587 shares; 2026Q1: 3,400 shares; 2026Q2: 2,700 shares 2,700 $248K 0.02% -700 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $247K 0.02% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 543 shares; 2025Q4: 555 shares; 2026Q1: 556 shares; 2026Q2: 553 shares 553 $247K 0.02% -3 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: 514 shares; 2024Q4: 515 shares; 2025Q1: 514 shares; 2025Q2: 474 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 476 shares; 2026Q2: 481 shares 481 $245K 0.02% +5 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: 6,802 shares; 2024Q4: 6,870 shares; 2025Q1: 6,722 shares; 2025Q2: 4,752 shares; 2025Q3: 4,251 shares; 2025Q4: 3,874 shares; 2026Q1: 3,477 shares; 2026Q2: 2,506 shares 2,506 $239K 0.02% -971 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,594 shares; 2025Q2: 3,594 shares; 2025Q3: 3,594 shares; 2025Q4: 3,594 shares; 2026Q1: 3,594 shares; 2026Q2: 3,146 shares 3,146 $238K 0.02% -448 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: not reported; 2025Q2: not reported; 2025Q3: 2,964 shares; 2025Q4: 2,964 shares; 2026Q1: 2,964 shares; 2026Q2: 2,964 shares 2,964 $235K 0.02% 0 Timeline RZG 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: 3,234 shares 3,234 $235K 0.02% new 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: 2,627 shares; 2024Q4: 2,629 shares; 2025Q1: 2,627 shares; 2025Q2: 2,622 shares; 2025Q3: 2,466 shares; 2025Q4: 2,466 shares; 2026Q1: 2,291 shares; 2026Q2: 2,163 shares 2,163 $233K 0.02% -128 Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,092 shares; 2024Q4: 6,140 shares; 2025Q1: 6,140 shares; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares; 2025Q4: 6,140 shares; 2026Q1: 5,430 shares; 2026Q2: 4,645 shares 4,645 $230K 0.02% -785 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: 3,790 shares; 2024Q4: 3,919 shares; 2025Q1: 3,922 shares; 2025Q2: 3,911 shares; 2025Q3: 3,913 shares; 2025Q4: 3,915 shares; 2026Q1: 3,945 shares; 2026Q2: 3,970 shares 3,970 $230K 0.02% +25 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,845 shares 2,845 $229K 0.02% new 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: 1,196 shares; 2025Q4: 1,069 shares; 2026Q1: 1,075 shares; 2026Q2: 1,076 shares 1,076 $229K 0.02% +1 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,186 shares; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,186 shares; 2025Q4: 2,036 shares; 2026Q1: 2,050 shares; 2026Q2: 2,056 shares 2,056 $227K 0.02% +6 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,467 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,334 shares; 2025Q4: 1,418 shares; 2026Q1: 1,434 shares; 2026Q2: 1,358 shares 1,358 $226K 0.02% -76 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $226K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY 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: 2,429 shares 2,429 $224K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 812 shares; 2024Q4: 812 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 811 shares 811 $224K 0.02% +4 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,416 shares; 2026Q1: not reported; 2026Q2: 2,453 shares 2,453 $222K 0.02% new 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: not reported; 2026Q2: 1,866 shares 1,866 $219K 0.02% new Timeline RSPN 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: 3,400 shares 3,400 $218K 0.02% new Timeline MOG-B MOOG INC More: the full row for MOOG 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: 500 shares 500 $214K 0.02% new Timeline USRT 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: 4,537 shares; 2026Q1: not reported; 2026Q2: 3,210 shares 3,210 $213K 0.02% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 2,787 shares; 2026Q1: not reported; 2026Q2: 2,787 shares 2,787 $212K 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,300 shares; 2026Q1: not reported; 2026Q2: 537 shares 537 $212K 0.02% new 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: 2,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares; 2025Q4: 2,617 shares; 2026Q1: 2,617 shares; 2026Q2: 2,534 shares 2,534 $209K 0.02% -83 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,405 shares; 2024Q4: 15,405 shares; 2025Q1: 15,405 shares; 2025Q2: 15,405 shares; 2025Q3: 15,405 shares; 2025Q4: 15,405 shares; 2026Q1: 15,405 shares; 2026Q2: 15,644 shares 15,644 $208K 0.02% +239 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: 2,730 shares; 2024Q4: 2,736 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,805 shares; 2025Q4: 2,605 shares; 2026Q1: not reported; 2026Q2: 2,265 shares 2,265 $208K 0.02% new Timeline SLYV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,888 shares 1,888 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,833 shares 2,833 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 831 shares 831 $202K 0.02% new Timeline SSO PROSHARES TR More: the full row for PROSHARES 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: 2,981 shares 2,981 $201K 0.02% new Timeline NTHI NEONC TECHNOLOGIES HLDGS INC More: the full row for NEONC TECHNOLOGIES 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: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $68K 0.01% 0 Timeline