PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,988 shares; 2024Q4: 344,127 shares; 2025Q1: 362,994 shares; 2025Q2: 366,105 shares; 2025Q3: 366,369 shares; 2025Q4: 381,199 shares; 2026Q1: 387,859 shares; 2026Q2: 392,494 shares 392,494 $29.7M 11.11% +4,635 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,775 shares; 2024Q4: 219,672 shares; 2025Q1: 229,594 shares; 2025Q2: 231,883 shares; 2025Q3: 237,310 shares; 2025Q4: 254,833 shares; 2026Q1: 264,295 shares; 2026Q2: 266,421 shares 266,421 $14.9M 5.56% +2,126 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,861 shares; 2025Q2: 215,286 shares; 2025Q3: 245,689 shares; 2025Q4: 254,880 shares; 2026Q1: 309,212 shares; 2026Q2: 314,557 shares 314,557 $12.3M 4.61% +5,345 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,677 shares; 2025Q2: 215,188 shares; 2025Q3: 254,024 shares; 2025Q4: 344,195 shares; 2026Q1: 415,571 shares; 2026Q2: 463,895 shares 463,895 $12.3M 4.6% +48,324 Timeline IDV 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: 205,439 shares; 2025Q1: 231,276 shares; 2025Q2: 241,627 shares; 2025Q3: 258,137 shares; 2025Q4: 266,840 shares; 2026Q1: 273,438 shares; 2026Q2: 283,503 shares 283,503 $11.7M 4.39% +10,065 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 256,072 shares; 2025Q1: 276,378 shares; 2025Q2: 292,611 shares; 2025Q3: 308,820 shares; 2025Q4: 314,558 shares; 2026Q1: 325,170 shares; 2026Q2: 333,090 shares 333,090 $10.6M 3.95% +7,920 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,304 shares; 2024Q4: 90,081 shares; 2025Q1: 99,391 shares; 2025Q2: 107,041 shares; 2025Q3: 110,650 shares; 2025Q4: 112,875 shares; 2026Q1: 117,821 shares; 2026Q2: 120,428 shares 120,428 $9.13M 3.41% +2,607 Timeline PXH 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: 240,520 shares; 2024Q4: 257,240 shares; 2025Q1: 269,640 shares; 2025Q2: 269,519 shares; 2025Q3: 275,017 shares; 2025Q4: 292,093 shares; 2026Q1: 303,907 shares; 2026Q2: 307,636 shares 307,636 $8.58M 3.21% +3,729 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,725 shares; 2024Q4: 171,352 shares; 2025Q1: 159,957 shares; 2025Q2: 162,725 shares; 2025Q3: 157,548 shares; 2025Q4: 164,039 shares; 2026Q1: 172,058 shares; 2026Q2: 176,355 shares 176,355 $8.54M 3.19% +4,297 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: 47,043 shares; 2024Q4: 47,022 shares; 2025Q1: 43,544 shares; 2025Q2: 43,250 shares; 2025Q3: 41,741 shares; 2025Q4: 41,400 shares; 2026Q1: 39,325 shares; 2026Q2: 38,110 shares 38,110 $7.63M 2.85% -1,215 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: 106,587 shares; 2024Q4: 114,094 shares; 2025Q1: 118,875 shares; 2025Q2: 119,189 shares; 2025Q3: 121,329 shares; 2025Q4: 129,454 shares; 2026Q1: 135,727 shares; 2026Q2: 136,615 shares 136,615 $7.38M 2.76% +888 Timeline SPGP 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: 35,250 shares; 2024Q4: 38,023 shares; 2025Q1: 40,222 shares; 2025Q2: 40,681 shares; 2025Q3: 41,808 shares; 2025Q4: 45,741 shares; 2026Q1: 48,937 shares; 2026Q2: 50,271 shares 50,271 $6.15M 2.3% +1,334 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,207 shares; 2024Q4: 21,065 shares; 2025Q1: 21,049 shares; 2025Q2: 20,948 shares; 2025Q3: 20,918 shares; 2025Q4: 20,483 shares; 2026Q1: 19,438 shares; 2026Q2: 20,189 shares 20,189 $5.84M 2.19% +751 Timeline IDLV 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: 159,566 shares; 2024Q4: 163,388 shares; 2025Q1: 166,109 shares; 2025Q2: 169,052 shares; 2025Q3: 170,001 shares; 2025Q4: 170,465 shares; 2026Q1: 167,603 shares; 2026Q2: 162,526 shares 162,526 $5.61M 2.1% -5,077 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: 17,384 shares; 2024Q4: 17,134 shares; 2025Q1: 16,896 shares; 2025Q2: 16,394 shares; 2025Q3: 15,271 shares; 2025Q4: 14,490 shares; 2026Q1: 14,313 shares; 2026Q2: 13,374 shares 13,374 $5.05M 1.89% -939 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,019 shares; 2025Q4: 3,012 shares; 2026Q1: 3,028 shares; 2026Q2: 7,762 shares 7,762 $4.51M 1.69% +4,734 Timeline SDY 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: 43,941 shares; 2024Q4: 39,555 shares; 2025Q1: 33,969 shares; 2025Q2: 32,950 shares; 2025Q3: 32,760 shares; 2025Q4: 32,053 shares; 2026Q1: 30,340 shares; 2026Q2: 29,564 shares 29,564 $4.5M 1.68% -776 Timeline OVF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,656 shares; 2024Q4: 127,597 shares; 2025Q1: 130,826 shares; 2025Q2: 124,891 shares; 2025Q3: 123,527 shares; 2025Q4: 121,465 shares; 2026Q1: 127,712 shares; 2026Q2: 137,191 shares 137,191 $4.35M 1.63% +9,479 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,847 shares; 2024Q4: 52,205 shares; 2025Q1: 45,867 shares; 2025Q2: 44,282 shares; 2025Q3: 43,792 shares; 2025Q4: 45,981 shares; 2026Q1: 42,001 shares; 2026Q2: 41,527 shares 41,527 $3.99M 1.49% -474 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: 45,021 shares; 2024Q4: 46,030 shares; 2025Q1: 45,894 shares; 2025Q2: 47,221 shares; 2025Q3: 47,752 shares; 2025Q4: 48,522 shares; 2026Q1: 48,734 shares; 2026Q2: 47,405 shares 47,405 $3.55M 1.33% -1,329 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: not reported; 2024Q4: 30,235 shares; 2025Q1: 31,079 shares; 2025Q2: 31,541 shares; 2025Q3: 30,842 shares; 2025Q4: 30,134 shares; 2026Q1: 28,964 shares; 2026Q2: 31,030 shares 31,030 $3.22M 1.21% +2,066 Timeline VIGI 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: not reported; 2024Q4: 22,045 shares; 2025Q1: 23,529 shares; 2025Q2: 25,449 shares; 2025Q3: 28,468 shares; 2025Q4: 30,568 shares; 2026Q1: 31,026 shares; 2026Q2: 31,411 shares 31,411 $2.93M 1.1% +385 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: 8,442 shares; 2024Q4: 8,443 shares; 2025Q1: 8,362 shares; 2025Q2: 8,291 shares; 2025Q3: 8,128 shares; 2025Q4: 7,947 shares; 2026Q1: 7,942 shares; 2026Q2: 7,866 shares 7,866 $2.57M 0.96% -76 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: not reported; 2024Q4: 5,832 shares; 2025Q1: 5,939 shares; 2025Q2: 5,837 shares; 2025Q3: 5,795 shares; 2025Q4: 5,764 shares; 2026Q1: 5,499 shares; 2026Q2: 6,425 shares 6,425 $2.4M 0.9% +926 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: 8,596 shares; 2024Q4: 8,864 shares; 2025Q1: 8,952 shares; 2025Q2: 9,117 shares; 2025Q3: 10,041 shares; 2025Q4: 10,058 shares; 2026Q1: 9,654 shares; 2026Q2: 10,052 shares 10,052 $2.4M 0.9% +398 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,039 shares; 2025Q1: 3,063 shares; 2025Q2: 3,085 shares; 2025Q3: 3,079 shares; 2025Q4: 3,027 shares; 2026Q1: 2,984 shares; 2026Q2: 3,162 shares 3,162 $2.37M 0.89% +178 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,804 shares; 2025Q1: 29,381 shares; 2025Q2: 30,536 shares; 2025Q3: 30,753 shares; 2025Q4: 31,314 shares; 2026Q1: 30,987 shares; 2026Q2: 29,761 shares 29,761 $2.24M 0.84% -1,226 Timeline OVS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,812 shares; 2024Q4: 45,496 shares; 2025Q1: 45,821 shares; 2025Q2: 44,819 shares; 2025Q3: 45,552 shares; 2025Q4: 45,211 shares; 2026Q1: 47,869 shares; 2026Q2: 51,496 shares 51,496 $2.2M 0.82% +3,627 Timeline XMLV 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: 31,311 shares; 2024Q4: 32,074 shares; 2025Q1: 32,020 shares; 2025Q2: 32,992 shares; 2025Q3: 33,428 shares; 2025Q4: 34,010 shares; 2026Q1: 34,057 shares; 2026Q2: 33,066 shares 33,066 $2.19M 0.82% -991 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: 11,522 shares; 2024Q4: 12,011 shares; 2025Q1: 12,268 shares; 2025Q2: 16,010 shares; 2025Q3: 15,865 shares; 2025Q4: 15,798 shares; 2026Q1: 15,588 shares; 2026Q2: 15,780 shares 15,780 $2.16M 0.81% +192 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,329 shares; 2024Q4: 36,385 shares; 2025Q1: 35,837 shares; 2025Q2: 34,357 shares; 2025Q3: 34,257 shares; 2025Q4: 33,105 shares; 2026Q1: 35,063 shares; 2026Q2: 37,892 shares 37,892 $2.15M 0.8% +2,829 Timeline SMLV 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: 13,102 shares; 2024Q4: 13,247 shares; 2025Q1: 12,936 shares; 2025Q2: 13,361 shares; 2025Q3: 13,468 shares; 2025Q4: 13,605 shares; 2026Q1: 13,555 shares; 2026Q2: 12,562 shares 12,562 $1.98M 0.74% -993 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018 shares; 2025Q4: 2,010 shares; 2026Q1: 2,006 shares; 2026Q2: 2,013 shares 2,013 $1.94M 0.73% +7 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: 34,810 shares; 2024Q4: 34,686 shares; 2025Q1: 34,705 shares; 2025Q2: 34,715 shares; 2025Q3: 34,155 shares; 2025Q4: 34,007 shares; 2026Q1: 34,191 shares; 2026Q2: 33,894 shares 33,894 $1.93M 0.72% -297 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST 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: 25,701 shares; 2026Q1: 69,244 shares; 2026Q2: 73,136 shares 73,136 $1.87M 0.7% +3,892 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: not reported; 2024Q4: 8,567 shares; 2025Q1: 8,453 shares; 2025Q2: 8,430 shares; 2025Q3: 8,458 shares; 2025Q4: 8,241 shares; 2026Q1: 7,165 shares; 2026Q2: 7,082 shares 7,082 $1.8M 0.67% -83 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: not reported; 2024Q4: 4,616 shares; 2025Q1: 4,618 shares; 2025Q2: 4,609 shares; 2025Q3: 4,640 shares; 2025Q4: 4,864 shares; 2026Q1: 4,835 shares; 2026Q2: 4,990 shares 4,990 $1.76M 0.66% +155 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: not reported; 2024Q4: 25,490 shares; 2025Q1: 26,218 shares; 2025Q2: 26,774 shares; 2025Q3: 26,374 shares; 2025Q4: 24,863 shares; 2026Q1: 24,208 shares; 2026Q2: 25,054 shares 25,054 $1.71M 0.64% +846 Timeline FNDE 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: 44,607 shares; 2025Q3: 45,909 shares; 2025Q4: 44,611 shares; 2026Q1: 42,346 shares; 2026Q2: 41,144 shares 41,144 $1.63M 0.61% -1,202 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: 1,695 shares; 2024Q4: 1,772 shares; 2025Q1: 1,798 shares; 2025Q2: 2,118 shares; 2025Q3: 3,494 shares; 2025Q4: 3,669 shares; 2026Q1: 3,734 shares; 2026Q2: 3,794 shares 3,794 $1.58M 0.59% +60 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,282 shares; 2025Q4: 4,277 shares; 2026Q1: 4,109 shares; 2026Q2: 4,136 shares 4,136 $1.55M 0.58% +27 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: 3,307 shares; 2024Q4: 3,467 shares; 2025Q1: 3,841 shares; 2025Q2: 4,121 shares; 2025Q3: 4,641 shares; 2025Q4: 4,641 shares; 2026Q1: 4,218 shares; 2026Q2: 4,312 shares 4,312 $1.54M 0.58% +94 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: 18,251 shares; 2025Q1: 18,431 shares; 2025Q2: 18,893 shares; 2025Q3: 19,249 shares; 2025Q4: 19,112 shares; 2026Q1: 18,813 shares; 2026Q2: 19,916 shares 19,916 $1.54M 0.57% +1,103 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: 13,762 shares; 2024Q4: 13,636 shares; 2025Q1: 13,914 shares; 2025Q2: 13,642 shares; 2025Q3: 13,239 shares; 2025Q4: 13,115 shares; 2026Q1: 13,146 shares; 2026Q2: 12,316 shares 12,316 $1.45M 0.54% -830 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: 9,040 shares; 2024Q4: 9,677 shares; 2025Q1: 9,834 shares; 2025Q2: 9,827 shares; 2025Q3: 10,416 shares; 2025Q4: 11,227 shares; 2026Q1: 11,242 shares; 2026Q2: 11,213 shares 11,213 $1.44M 0.54% -29 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,374 shares; 2025Q2: 1,352 shares; 2025Q3: 2,252 shares; 2025Q4: 3,274 shares; 2026Q1: 3,252 shares; 2026Q2: 3,252 shares 3,252 $1.29M 0.48% 0 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,019 shares 2,019 $1.29M 0.48% +19 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: 6,116 shares; 2024Q4: 5,663 shares; 2025Q1: 5,717 shares; 2025Q2: 5,694 shares; 2025Q3: 4,720 shares; 2025Q4: 4,692 shares; 2026Q1: 4,732 shares; 2026Q2: 4,760 shares 4,760 $1.2M 0.45% +28 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: not reported; 2024Q4: 13,997 shares; 2025Q1: 14,290 shares; 2025Q2: 14,238 shares; 2025Q3: 14,165 shares; 2025Q4: 14,760 shares; 2026Q1: 14,843 shares; 2026Q2: 14,723 shares 14,723 $1.2M 0.45% -120 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,927 shares; 2025Q1: 8,166 shares; 2025Q2: 8,403 shares; 2025Q3: 8,328 shares; 2025Q4: 8,296 shares; 2026Q1: 8,392 shares; 2026Q2: 7,561 shares 7,561 $1.19M 0.44% -831 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: 1,000 shares; 2024Q4: 2,069 shares; 2025Q1: 2,070 shares; 2025Q2: 2,199 shares; 2025Q3: 3,230 shares; 2025Q4: 3,222 shares; 2026Q1: 3,260 shares; 2026Q2: 3,233 shares 3,233 $1.17M 0.44% -27 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: 1,657 shares; 2024Q4: 1,873 shares; 2025Q1: 1,874 shares; 2025Q2: 1,779 shares; 2025Q3: 1,780 shares; 2025Q4: 1,668 shares; 2026Q1: 1,566 shares; 2026Q2: 1,567 shares 1,567 $1.17M 0.44% +1 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,783 shares; 2025Q1: 4,847 shares; 2025Q2: 5,428 shares; 2025Q3: 5,458 shares; 2025Q4: 5,384 shares; 2026Q1: 5,720 shares; 2026Q2: 5,375 shares 5,375 $1.12M 0.42% -345 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: not reported; 2024Q4: 5,742 shares; 2025Q1: 5,796 shares; 2025Q2: 5,601 shares; 2025Q3: 5,716 shares; 2025Q4: 6,024 shares; 2026Q1: 5,907 shares; 2026Q2: 7,264 shares 7,264 $1.07M 0.4% +1,357 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: not reported; 2024Q4: 4,334 shares; 2025Q1: 4,259 shares; 2025Q2: 4,037 shares; 2025Q3: 3,866 shares; 2025Q4: 3,863 shares; 2026Q1: 3,810 shares; 2026Q2: 3,785 shares 3,785 $1.06M 0.4% -25 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: not reported; 2024Q4: 3,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,516 shares; 2025Q4: 3,516 shares; 2026Q1: 3,516 shares; 2026Q2: 3,544 shares 3,544 $1.06M 0.39% +28 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: not reported; 2024Q4: 3,387 shares; 2025Q1: 3,430 shares; 2025Q2: 3,504 shares; 2025Q3: 3,537 shares; 2025Q4: 3,299 shares; 2026Q1: 3,212 shares; 2026Q2: 3,349 shares 3,349 $1.01M 0.38% +137 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 929 shares; 2025Q2: 864 shares; 2025Q3: 865 shares; 2025Q4: 778 shares; 2026Q1: 800 shares; 2026Q2: 806 shares 806 $947K 0.35% +6 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: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,909 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,862 shares; 2026Q2: 1,819 shares 1,819 $934K 0.35% -43 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: 9,007 shares; 2024Q4: 9,548 shares; 2025Q1: 9,751 shares; 2025Q2: 10,140 shares; 2025Q3: 10,192 shares; 2025Q4: 10,336 shares; 2026Q1: 10,412 shares; 2026Q2: 10,258 shares 10,258 $900K 0.34% -154 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: not reported; 2024Q4: 5,366 shares; 2025Q1: 5,730 shares; 2025Q2: 5,680 shares; 2025Q3: 5,388 shares; 2025Q4: 6,156 shares; 2026Q1: 6,280 shares; 2026Q2: 6,631 shares 6,631 $898K 0.34% +351 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: 10,438 shares; 2024Q4: 10,456 shares; 2025Q1: 12,619 shares; 2025Q2: 12,620 shares; 2025Q3: 12,550 shares; 2025Q4: 12,704 shares; 2026Q1: 12,802 shares; 2026Q2: 12,434 shares 12,434 $895K 0.33% -368 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: 1,752 shares; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 1,866 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares; 2026Q2: 1,721 shares 1,721 $861K 0.32% +5 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: 1,061 shares; 2024Q4: 1,114 shares; 2025Q1: 1,248 shares; 2025Q2: 1,227 shares; 2025Q3: 1,226 shares; 2025Q4: 1,231 shares; 2026Q1: 1,192 shares; 2026Q2: 1,129 shares 1,129 $832K 0.31% -63 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: not reported; 2024Q4: 2,292 shares; 2025Q1: 2,292 shares; 2025Q2: 2,397 shares; 2025Q3: 2,444 shares; 2025Q4: 2,491 shares; 2026Q1: 2,682 shares; 2026Q2: 2,879 shares 2,879 $778K 0.29% +197 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55,658 shares; 2025Q1: 48,625 shares; 2025Q2: 43,991 shares; 2025Q3: 28,857 shares; 2025Q4: 17,189 shares; 2026Q1: 14,382 shares; 2026Q2: 11,413 shares 11,413 $743K 0.28% -2,969 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: not reported; 2024Q4: 4,180 shares; 2025Q1: 4,234 shares; 2025Q2: 4,234 shares; 2025Q3: 4,235 shares; 2025Q4: 4,235 shares; 2026Q1: 4,235 shares; 2026Q2: 4,235 shares 4,235 $716K 0.27% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,381 shares; 2024Q4: 7,215 shares; 2025Q1: 16,464 shares; 2025Q2: 16,578 shares; 2025Q3: 16,444 shares; 2025Q4: 16,318 shares; 2026Q1: 10,871 shares; 2026Q2: 10,931 shares 10,931 $672K 0.25% +60 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,498 shares; 2025Q1: 25,262 shares; 2025Q2: 23,920 shares; 2025Q3: 22,493 shares; 2025Q4: 21,397 shares; 2026Q1: 21,004 shares; 2026Q2: 21,268 shares 21,268 $652K 0.24% +264 Timeline GAL 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: 11,874 shares; 2025Q2: 14,525 shares; 2025Q3: 14,610 shares; 2025Q4: 13,528 shares; 2026Q1: 12,025 shares; 2026Q2: 12,129 shares 12,129 $641K 0.24% +104 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: 9,308 shares; 2024Q4: 7,916 shares; 2025Q1: 8,124 shares; 2025Q2: 8,512 shares; 2025Q3: 15,238 shares; 2025Q4: 15,388 shares; 2026Q1: 14,894 shares; 2026Q2: 14,770 shares 14,770 $625K 0.23% -124 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: not reported; 2024Q4: 3,540 shares; 2025Q1: 3,967 shares; 2025Q2: 3,721 shares; 2025Q3: 3,705 shares; 2025Q4: 3,776 shares; 2026Q1: 3,637 shares; 2026Q2: 3,722 shares 3,722 $617K 0.23% +85 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: not reported; 2024Q4: 1,874 shares; 2025Q1: 1,744 shares; 2025Q2: 1,746 shares; 2025Q3: 1,728 shares; 2025Q4: 1,700 shares; 2026Q1: 1,678 shares; 2026Q2: 1,653 shares 1,653 $612K 0.23% -25 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,670 shares; 2025Q1: 9,424 shares; 2025Q2: 18,598 shares; 2025Q3: 20,624 shares; 2025Q4: 22,391 shares; 2026Q1: 21,840 shares; 2026Q2: 22,444 shares 22,444 $582K 0.22% +604 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,421 shares; 2025Q4: 22,737 shares; 2026Q1: 21,863 shares; 2026Q2: 21,890 shares 21,890 $527K 0.2% +27 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 16,000 shares; 2025Q4: 20,000 shares; 2026Q1: 25,000 shares; 2026Q2: 30,000 shares 30,000 $520K 0.19% +5,000 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,420 shares; 2025Q1: 6,656 shares; 2025Q2: 6,656 shares; 2025Q3: 8,081 shares; 2025Q4: 7,981 shares; 2026Q1: 7,981 shares; 2026Q2: 7,745 shares 7,745 $504K 0.19% -236 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: not reported; 2024Q4: 2,125 shares; 2025Q1: 2,524 shares; 2025Q2: 2,340 shares; 2025Q3: 4,240 shares; 2025Q4: 5,021 shares; 2026Q1: 4,773 shares; 2026Q2: 4,582 shares 4,582 $493K 0.18% -191 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,475 shares; 2025Q4: 4,434 shares; 2026Q1: 4,052 shares; 2026Q2: 4,062 shares 4,062 $474K 0.18% +10 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: 595 shares; 2024Q4: 595 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 798 shares; 2025Q4: 803 shares; 2026Q1: 808 shares; 2026Q2: 826 shares 826 $465K 0.17% +18 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: 2,200 shares; 2024Q4: 1,750 shares; 2025Q1: 1,970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 929 shares; 2026Q1: not reported; 2026Q2: 1,091 shares 1,091 $459K 0.17% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: not reported; 2026Q1: 1,324 shares; 2026Q2: 1,325 shares 1,325 $452K 0.17% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 601 shares; 2026Q2: 610 shares 610 $441K 0.16% +9 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,211 shares; 2025Q1: 9,222 shares; 2025Q2: 12,445 shares; 2025Q3: 12,457 shares; 2025Q4: 9,890 shares; 2026Q1: 9,902 shares; 2026Q2: 10,342 shares 10,342 $422K 0.16% +440 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,543 shares; 2026Q1: 1,549 shares; 2026Q2: 1,556 shares 1,556 $417K 0.16% +7 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,588 shares; 2025Q1: 5,574 shares; 2025Q2: 5,592 shares; 2025Q3: 5,593 shares; 2025Q4: 5,583 shares; 2026Q1: 3,636 shares; 2026Q2: 3,656 shares 3,656 $414K 0.15% +20 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares; 2026Q2: 1,972 shares 1,972 $407K 0.15% -98 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,734 shares; 2024Q4: 9,580 shares; 2025Q1: 9,719 shares; 2025Q2: 14,351 shares; 2025Q3: 14,344 shares; 2025Q4: 13,953 shares; 2026Q1: 13,520 shares; 2026Q2: 13,515 shares 13,515 $374K 0.14% -5 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: not reported; 2024Q4: 4,449 shares; 2025Q1: 4,450 shares; 2025Q2: 4,474 shares; 2025Q3: 4,496 shares; 2025Q4: 4,462 shares; 2026Q1: 4,456 shares; 2026Q2: 4,524 shares 4,524 $374K 0.14% +68 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,006 shares; 2024Q4: 6,325 shares; 2025Q1: 7,499 shares; 2025Q2: 9,370 shares; 2025Q3: 9,667 shares; 2025Q4: 9,786 shares; 2026Q1: 6,354 shares; 2026Q2: 6,422 shares 6,422 $363K 0.14% +68 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,688 shares; 2025Q1: 4,590 shares; 2025Q2: 4,604 shares; 2025Q3: 4,613 shares; 2025Q4: 4,594 shares; 2026Q1: 4,596 shares; 2026Q2: 4,217 shares 4,217 $361K 0.13% -379 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: not reported; 2024Q4: 6,765 shares; 2025Q1: 6,766 shares; 2025Q2: 6,767 shares; 2025Q3: 7,169 shares; 2025Q4: 6,577 shares; 2026Q1: 6,644 shares; 2026Q2: 6,208 shares 6,208 $359K 0.13% -436 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: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 2,720 shares 2,720 $325K 0.12% +2,273 Timeline ASMF VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,682 shares; 2025Q3: 19,424 shares; 2025Q4: 14,461 shares; 2026Q1: 13,417 shares; 2026Q2: 12,190 shares 12,190 $314K 0.12% -1,227 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: 319 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 275 shares; 2026Q1: 290 shares; 2026Q2: 329 shares 329 $308K 0.12% +39 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: 921 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 897 shares; 2025Q3: 886 shares; 2025Q4: 886 shares; 2026Q1: 886 shares; 2026Q2: 896 shares 896 $307K 0.11% +10 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,951 shares; 2025Q1: 1,952 shares; 2025Q2: 1,953 shares; 2025Q3: 1,953 shares; 2025Q4: 1,936 shares; 2026Q1: 1,918 shares; 2026Q2: 1,841 shares 1,841 $301K 0.11% -77 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: not reported; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 1,657 shares 1,657 $300K 0.11% +8 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 26,941 shares 26,941 $285K 0.11% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $276K 0.1% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,572 shares; 2024Q4: 25,572 shares; 2025Q1: 25,572 shares; 2025Q2: 25,572 shares; 2025Q3: 25,572 shares; 2025Q4: 25,572 shares; 2026Q1: 25,572 shares; 2026Q2: 25,572 shares 25,572 $271K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 626 shares 626 $270K 0.1% new 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: 1,911 shares 1,911 $267K 0.1% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224 shares 224 $259K 0.1% 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: not reported; 2024Q4: 515 shares; 2025Q1: not reported; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 2,060 shares 2,060 $256K 0.1% +1,545 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: not reported; 2024Q4: 1,515 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,512 shares 1,512 $252K 0.09% +12 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 1,004 shares 1,004 $247K 0.09% +22 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 3,412 shares; 2025Q1: 3,412 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,412 shares; 2026Q1: not reported; 2026Q2: 3,412 shares 3,412 $241K 0.09% new Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,286 shares; 2024Q4: 7,140 shares; 2025Q1: 7,140 shares; 2025Q2: 6,649 shares; 2025Q3: 6,649 shares; 2025Q4: 6,649 shares; 2026Q1: 6,649 shares; 2026Q2: 6,430 shares 6,430 $219K 0.08% -219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $216K 0.08% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,387 shares; 2025Q1: 21,115 shares; 2025Q2: 13,452 shares; 2025Q3: 14,164 shares; 2025Q4: 16,855 shares; 2026Q1: 16,468 shares; 2026Q2: 14,338 shares 14,338 $216K 0.08% -2,130 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: not reported; 2024Q4: 619 shares; 2025Q1: 624 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 628 shares; 2026Q1: not reported; 2026Q2: 608 shares 608 $209K 0.08% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196 shares 196 $209K 0.08% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,647 shares 5,647 $206K 0.08% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,127 shares; 2025Q3: 13,127 shares; 2025Q4: 11,767 shares; 2026Q1: 11,911 shares; 2026Q2: 12,159 shares 12,159 $95.8K 0.04% +248 Timeline ELWT ELAUWIT CONNECTION INC More: the full row for ELAUWIT CONNECTION 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: 11,248 shares 11,248 $80.6K 0.03% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 11,605 shares; 2025Q2: 11,605 shares; 2025Q3: 11,605 shares; 2025Q4: 11,605 shares; 2026Q1: 11,605 shares; 2026Q2: 10,000 shares 10,000 $59.1K 0.02% -1,605 Timeline