USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 812,773 shares; 2024Q2: 906,068 shares; 2024Q3: 959,152 shares; 2024Q4: 991,721 shares; 2025Q1: 1,032,454 shares; 2025Q2: 1,068,899 shares; 2025Q3: 1,167,286 shares; 2025Q4: 1,195,107 shares 1,195,107 $61.9M 11.66% +27,821 Timeline FTCB 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,023,612 shares; 2025Q3: 2,168,309 shares; 2025Q4: 2,231,568 shares 2,231,568 $47.4M 8.93% +63,259 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 300,936 shares; 2024Q2: 313,509 shares; 2024Q3: 323,668 shares; 2024Q4: 350,442 shares; 2025Q1: 331,324 shares; 2025Q2: 342,690 shares; 2025Q3: 353,334 shares; 2025Q4: 371,738 shares 371,738 $33.3M 6.27% +18,404 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; 2024Q1: 92,590 shares; 2024Q2: 105,890 shares; 2024Q3: 108,439 shares; 2024Q4: 99,966 shares; 2025Q1: 115,750 shares; 2025Q2: 111,131 shares; 2025Q3: 108,841 shares; 2025Q4: 226,428 shares 226,428 $32.6M 6.14% +117,587 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; 2024Q1: 127,492 shares; 2024Q2: 124,745 shares; 2024Q3: 124,737 shares; 2024Q4: 125,454 shares; 2025Q1: 143,784 shares; 2025Q2: 146,822 shares; 2025Q3: 151,667 shares; 2025Q4: 156,215 shares 156,215 $22.4M 4.22% +4,548 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 222,001 shares; 2024Q2: 221,229 shares; 2024Q3: 224,749 shares; 2024Q4: 245,482 shares; 2025Q1: 237,237 shares; 2025Q2: 240,823 shares; 2025Q3: 248,682 shares; 2025Q4: 258,023 shares 258,023 $18.4M 3.47% +9,341 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; 2024Q1: 85,532 shares; 2024Q2: 80,535 shares; 2024Q3: 81,041 shares; 2024Q4: 90,568 shares; 2025Q1: 88,319 shares; 2025Q2: 102,477 shares; 2025Q3: 110,360 shares; 2025Q4: 112,814 shares 112,814 $17.5M 3.29% +2,454 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 199,888 shares; 2024Q2: 202,731 shares; 2024Q3: 207,438 shares; 2024Q4: 216,813 shares; 2025Q1: 220,329 shares; 2025Q2: 223,031 shares; 2025Q3: 218,247 shares; 2025Q4: 228,541 shares 228,541 $15.4M 2.89% +10,294 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; 2024Q1: 221,046 shares; 2024Q2: 212,812 shares; 2024Q3: 210,697 shares; 2024Q4: 196,386 shares; 2025Q1: 236,953 shares; 2025Q2: 246,425 shares; 2025Q3: 257,651 shares; 2025Q4: 273,007 shares 273,007 $15M 2.82% +15,356 Timeline LMBS 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 220,618 shares; 2024Q4: 225,768 shares; 2025Q1: 240,039 shares; 2025Q2: 249,146 shares; 2025Q3: 270,686 shares; 2025Q4: 279,354 shares 279,354 $14M 2.63% +8,668 Timeline XLI 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; 2024Q1: 46,810 shares; 2024Q2: 69,901 shares; 2024Q3: 71,181 shares; 2024Q4: 70,316 shares; 2025Q1: 73,568 shares; 2025Q2: 74,159 shares; 2025Q3: 75,900 shares; 2025Q4: 79,606 shares 79,606 $12.3M 2.33% +3,706 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 94,573 shares; 2024Q2: 94,869 shares; 2024Q3: 89,986 shares; 2024Q4: 87,258 shares; 2025Q1: 97,370 shares; 2025Q2: 98,987 shares; 2025Q3: 95,787 shares; 2025Q4: 97,584 shares 97,584 $11.7M 2.21% +1,797 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,500 shares; 2024Q2: 15,500 shares; 2024Q3: 24,909 shares; 2024Q4: 48,574 shares; 2025Q1: 90,101 shares; 2025Q2: 108,203 shares; 2025Q3: 118,378 shares; 2025Q4: 105,026 shares 105,026 $10.4M 1.96% -13,352 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,216 shares; 2024Q2: 82,094 shares; 2024Q3: 75,685 shares; 2024Q4: 70,197 shares; 2025Q1: 71,949 shares; 2025Q2: 63,929 shares; 2025Q3: 51,117 shares; 2025Q4: 53,549 shares 53,549 $9.99M 1.88% +2,432 Timeline XLC 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; 2024Q1: 125,297 shares; 2024Q2: 78,482 shares; 2024Q3: 78,946 shares; 2024Q4: 70,503 shares; 2025Q1: 75,885 shares; 2025Q2: 75,353 shares; 2025Q3: 73,982 shares; 2025Q4: 78,137 shares 78,137 $9.2M 1.73% +4,155 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,775 shares; 2024Q2: 27,495 shares; 2024Q3: 30,748 shares; 2024Q4: 30,290 shares; 2025Q1: 32,608 shares; 2025Q2: 32,699 shares; 2025Q3: 133,315 shares; 2025Q4: 136,294 shares 136,294 $9M 1.7% +2,979 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; 2024Q1: 31,968 shares; 2024Q2: 60,552 shares; 2024Q3: 71,191 shares; 2024Q4: 74,038 shares; 2025Q1: 70,381 shares; 2025Q2: 76,979 shares; 2025Q3: 82,966 shares; 2025Q4: 175,967 shares 175,967 $7.87M 1.48% +93,001 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 29,805 shares; 2024Q2: 33,263 shares; 2024Q3: 30,957 shares; 2024Q4: 28,268 shares; 2025Q1: 31,237 shares; 2025Q2: 32,517 shares; 2025Q3: 28,229 shares; 2025Q4: 28,220 shares 28,220 $7.67M 1.45% -9 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 134,743 shares; 2024Q2: 140,364 shares; 2024Q3: 151,376 shares; 2024Q4: 164,574 shares; 2025Q1: 185,124 shares; 2025Q2: 201,124 shares; 2025Q3: 215,328 shares; 2025Q4: 229,950 shares 229,950 $7.29M 1.37% +14,622 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; 2024Q1: 10,930 shares; 2024Q2: 10,869 shares; 2024Q3: 11,349 shares; 2024Q4: 10,961 shares; 2025Q1: 11,646 shares; 2025Q2: 11,594 shares; 2025Q3: 11,153 shares; 2025Q4: 11,272 shares 11,272 $7.07M 1.33% +119 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,041 shares; 2024Q2: 14,655 shares; 2024Q3: 14,629 shares; 2024Q4: 14,292 shares; 2025Q1: 16,146 shares; 2025Q2: 14,332 shares; 2025Q3: 13,236 shares; 2025Q4: 13,557 shares 13,557 $6.56M 1.24% +321 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; 2024Q1: 63,421 shares; 2024Q2: 70,858 shares; 2024Q3: 49,322 shares; 2024Q4: 44,757 shares; 2025Q1: 56,345 shares; 2025Q2: 75,020 shares; 2025Q3: 69,337 shares; 2025Q4: 67,854 shares 67,854 $6.2M 1.17% -1,483 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 92,414 shares; 2024Q2: 91,310 shares; 2024Q3: 89,164 shares; 2024Q4: 86,717 shares; 2025Q1: 104,587 shares; 2025Q2: 106,909 shares; 2025Q3: 111,836 shares; 2025Q4: 115,814 shares 115,814 $5.98M 1.13% +3,978 Timeline XLP 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; 2024Q1: 15,508 shares; 2024Q2: 58,033 shares; 2024Q3: 56,806 shares; 2024Q4: 57,937 shares; 2025Q1: 59,498 shares; 2025Q2: 62,950 shares; 2025Q3: 71,939 shares; 2025Q4: 76,017 shares 76,017 $5.91M 1.11% +4,078 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; 2024Q1: 27,888 shares; 2024Q2: 24,453 shares; 2024Q3: 23,450 shares; 2024Q4: 20,469 shares; 2025Q1: 21,785 shares; 2025Q2: 19,110 shares; 2025Q3: 17,608 shares; 2025Q4: 18,175 shares 18,175 $5.86M 1.1% +567 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,595 shares; 2024Q2: 22,323 shares; 2024Q3: 24,072 shares; 2024Q4: 19,960 shares; 2025Q1: 23,807 shares; 2025Q2: 23,102 shares; 2025Q3: 17,651 shares; 2025Q4: 17,247 shares 17,247 $5.41M 1.02% -404 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; 2024Q1: 7,780 shares; 2024Q2: 7,759 shares; 2024Q3: 7,759 shares; 2024Q4: 7,684 shares; 2025Q1: 7,704 shares; 2025Q2: 7,699 shares; 2025Q3: 7,770 shares; 2025Q4: 7,786 shares 7,786 $5.31M 1% +16 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 52,135 shares; 2024Q2: 42,602 shares; 2024Q3: 42,121 shares; 2024Q4: 39,653 shares; 2025Q1: 39,668 shares; 2025Q2: 37,389 shares; 2025Q3: 35,166 shares; 2025Q4: 35,182 shares 35,182 $5.24M 0.99% +16 Timeline XLY 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; 2024Q1: 54,323 shares; 2024Q2: 19,758 shares; 2024Q3: 19,986 shares; 2024Q4: 16,471 shares; 2025Q1: 21,555 shares; 2025Q2: 20,976 shares; 2025Q3: 20,775 shares; 2025Q4: 43,722 shares 43,722 $5.22M 0.98% +22,947 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; 2024Q1: 4,030 shares; 2024Q2: 13,443 shares; 2024Q3: 13,485 shares; 2024Q4: 14,715 shares; 2025Q1: 14,795 shares; 2025Q2: 13,966 shares; 2025Q3: 13,890 shares; 2025Q4: 14,199 shares 14,199 $4.76M 0.9% +309 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; 2024Q1: not reported; 2024Q2: 1,821 shares; 2024Q3: 20,045 shares; 2024Q4: 16,474 shares; 2025Q1: 20,284 shares; 2025Q2: 19,863 shares; 2025Q3: 19,781 shares; 2025Q4: 19,883 shares 19,883 $4.59M 0.86% +102 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,550 shares; 2025Q2: 48,040 shares; 2025Q3: 46,024 shares; 2025Q4: 46,407 shares 46,407 $4.33M 0.82% +383 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,291 shares; 2025Q2: 12,813 shares; 2025Q3: 13,851 shares; 2025Q4: 13,791 shares 13,791 $4.3M 0.81% -60 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 41,393 shares; 2024Q2: 34,482 shares; 2024Q3: 33,897 shares; 2024Q4: 32,136 shares; 2025Q1: 32,144 shares; 2025Q2: 30,451 shares; 2025Q3: 28,946 shares; 2025Q4: 28,940 shares 28,940 $4.03M 0.76% -6 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 27,898 shares; 2024Q3: 24,496 shares; 2024Q4: 27,643 shares; 2025Q1: 34,622 shares; 2025Q2: 33,322 shares; 2025Q3: 28,461 shares; 2025Q4: 28,877 shares 28,877 $3.9M 0.74% +416 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41,870 shares; 2025Q1: 46,843 shares; 2025Q2: 45,248 shares; 2025Q3: 45,022 shares; 2025Q4: 45,769 shares 45,769 $3.89M 0.73% +747 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,438 shares; 2024Q2: 13,349 shares; 2024Q3: 15,161 shares; 2024Q4: 15,916 shares; 2025Q1: 17,608 shares; 2025Q2: 17,465 shares; 2025Q3: 17,053 shares; 2025Q4: 17,757 shares 17,757 $3.85M 0.73% +704 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 48,561 shares; 2024Q3: 43,343 shares; 2024Q4: 39,719 shares; 2025Q1: 37,183 shares; 2025Q2: 36,559 shares; 2025Q3: 39,619 shares; 2025Q4: 40,224 shares 40,224 $3.84M 0.72% +605 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; 2024Q1: 11,416 shares; 2024Q2: 12,013 shares; 2024Q3: 10,912 shares; 2024Q4: 18,732 shares; 2025Q1: 20,373 shares; 2025Q2: 19,213 shares; 2025Q3: 19,668 shares; 2025Q4: 19,926 shares 19,926 $3.67M 0.69% +258 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 80,447 shares; 2024Q2: 81,095 shares; 2024Q3: 144,541 shares; 2024Q4: 159,877 shares; 2025Q1: 143,051 shares; 2025Q2: 144,808 shares; 2025Q3: 153,740 shares; 2025Q4: 156,770 shares 156,770 $3.67M 0.69% +3,030 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 39,291 shares; 2024Q2: 39,743 shares; 2024Q3: 69,476 shares; 2024Q4: 78,292 shares; 2025Q1: 69,713 shares; 2025Q2: 70,592 shares; 2025Q3: 75,337 shares; 2025Q4: 76,527 shares 76,527 $3.66M 0.69% +1,190 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 56,856 shares; 2024Q2: 56,885 shares; 2024Q3: 61,021 shares; 2024Q4: 56,952 shares; 2025Q1: 42,150 shares; 2025Q2: 42,249 shares; 2025Q3: 32,463 shares; 2025Q4: 34,280 shares 34,280 $3.6M 0.68% +1,817 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,334 shares; 2024Q2: 20,389 shares; 2024Q3: 53,633 shares; 2024Q4: 56,134 shares; 2025Q1: 87,920 shares; 2025Q2: 89,731 shares; 2025Q3: 30,197 shares; 2025Q4: 30,850 shares 30,850 $3.08M 0.58% +653 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 27,880 shares; 2024Q2: 24,574 shares; 2024Q3: 25,391 shares; 2024Q4: 27,133 shares; 2025Q1: 22,934 shares; 2025Q2: 22,512 shares; 2025Q3: 21,991 shares; 2025Q4: 22,456 shares 22,456 $2.14M 0.4% +465 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,662 shares; 2024Q2: 13,437 shares; 2024Q3: 13,279 shares; 2024Q4: 11,143 shares; 2025Q1: 13,349 shares; 2025Q2: 12,285 shares; 2025Q3: 11,169 shares; 2025Q4: 11,597 shares 11,597 $2.06M 0.39% +428 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,147 shares; 2024Q2: 1,040 shares; 2024Q3: 7,714 shares; 2024Q4: 5,729 shares; 2025Q1: 8,223 shares; 2025Q2: 6,917 shares; 2025Q3: 5,786 shares; 2025Q4: 5,937 shares 5,937 $2.05M 0.39% +151 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; 2024Q1: 14,911 shares; 2024Q2: 14,911 shares; 2024Q3: 14,278 shares; 2024Q4: 14,364 shares; 2025Q1: 14,452 shares; 2025Q2: 14,255 shares; 2025Q3: 14,110 shares; 2025Q4: 14,212 shares 14,212 $1.98M 0.37% +102 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; 2024Q1: 7,878 shares; 2024Q2: 7,775 shares; 2024Q3: 6,575 shares; 2024Q4: 6,213 shares; 2025Q1: 6,623 shares; 2025Q2: 6,032 shares; 2025Q3: 6,699 shares; 2025Q4: 6,666 shares 6,666 $1.97M 0.37% -33 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,280 shares; 2025Q2: 14,919 shares; 2025Q3: 18,944 shares; 2025Q4: 18,856 shares 18,856 $1.87M 0.35% -88 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,263 shares; 2025Q2: 14,200 shares; 2025Q3: 15,741 shares; 2025Q4: 15,940 shares 15,940 $1.8M 0.34% +199 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,350 shares; 2024Q2: 33,624 shares; 2024Q3: 28,523 shares; 2024Q4: 26,696 shares; 2025Q1: 30,016 shares; 2025Q2: 29,149 shares; 2025Q3: 20,402 shares; 2025Q4: 20,325 shares 20,325 $1.78M 0.34% -77 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 41,627 shares; 2024Q2: 43,853 shares; 2024Q3: 44,195 shares; 2024Q4: 49,266 shares; 2025Q1: 49,024 shares; 2025Q2: 46,182 shares; 2025Q3: 55,972 shares; 2025Q4: 55,138 shares 55,138 $1.73M 0.33% -834 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 36,892 shares; 2024Q2: 39,964 shares; 2024Q3: 46,085 shares; 2024Q4: 52,001 shares; 2025Q1: 58,236 shares; 2025Q2: 64,645 shares; 2025Q3: 68,396 shares; 2025Q4: 69,160 shares 69,160 $1.72M 0.32% +764 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 71,624 shares; 2024Q2: 72,046 shares; 2024Q3: 62,732 shares; 2024Q4: 64,085 shares; 2025Q1: 62,410 shares; 2025Q2: 60,884 shares; 2025Q3: 64,781 shares; 2025Q4: 67,675 shares 67,675 $1.68M 0.32% +2,894 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 64,803 shares; 2024Q2: 64,190 shares; 2024Q3: 67,201 shares; 2024Q4: 59,532 shares; 2025Q1: 88,932 shares; 2025Q2: 84,823 shares; 2025Q3: 68,006 shares; 2025Q4: 69,810 shares 69,810 $1.68M 0.32% +1,804 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; 2024Q1: 2,781 shares; 2024Q2: 2,781 shares; 2024Q3: 2,781 shares; 2024Q4: 2,789 shares; 2025Q1: 2,787 shares; 2025Q2: 2,800 shares; 2025Q3: 2,624 shares; 2025Q4: 2,633 shares 2,633 $1.62M 0.3% +9 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,007 shares; 2024Q4: 6,579 shares; 2025Q1: 8,234 shares; 2025Q2: 7,626 shares; 2025Q3: 8,833 shares; 2025Q4: 9,265 shares 9,265 $1.61M 0.3% +432 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,851 shares; 2024Q2: 10,313 shares; 2024Q3: 11,897 shares; 2024Q4: 13,702 shares; 2025Q1: 14,032 shares; 2025Q2: 14,947 shares; 2025Q3: 17,311 shares; 2025Q4: 17,723 shares 17,723 $1.58M 0.3% +412 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,048 shares 24,048 $1.57M 0.3% new 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; 2024Q1: 2,489 shares; 2024Q2: 2,701 shares; 2024Q3: 3,248 shares; 2024Q4: 3,269 shares; 2025Q1: 13,421 shares; 2025Q2: 11,544 shares; 2025Q3: 12,141 shares; 2025Q4: 12,284 shares 12,284 $1.48M 0.28% +143 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,338 shares; 2024Q2: 2,069 shares; 2024Q3: 2,460 shares; 2024Q4: 1,582 shares; 2025Q1: 1,936 shares; 2025Q2: 1,972 shares; 2025Q3: 1,979 shares; 2025Q4: 1,971 shares 1,971 $1.35M 0.25% -8 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 77,247 shares; 2024Q2: 36,525 shares; 2024Q3: 45,129 shares; 2024Q4: 23,375 shares; 2025Q1: 27,396 shares; 2025Q2: 26,331 shares; 2025Q3: 23,727 shares; 2025Q4: 24,882 shares 24,882 $1.26M 0.24% +1,155 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; 2024Q1: 2,350 shares; 2024Q2: 2,260 shares; 2024Q3: 2,735 shares; 2024Q4: 2,259 shares; 2025Q1: 2,358 shares; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares; 2025Q4: 2,381 shares 2,381 $1.2M 0.23% -1 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; 2024Q1: not reported; 2024Q2: 16,482 shares; 2024Q3: 16,714 shares; 2024Q4: 16,916 shares; 2025Q1: 17,202 shares; 2025Q2: 14,603 shares; 2025Q3: 15,301 shares; 2025Q4: 15,509 shares 15,509 $1.15M 0.22% +208 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,821 shares; 2024Q2: 9,895 shares; 2024Q3: 9,864 shares; 2024Q4: 9,310 shares; 2025Q1: 9,453 shares; 2025Q2: 8,801 shares; 2025Q3: 8,275 shares; 2025Q4: 8,322 shares 8,322 $1.07M 0.2% +47 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,551 shares; 2024Q2: 5,505 shares; 2024Q3: 5,523 shares; 2024Q4: 5,300 shares; 2025Q1: 5,011 shares; 2025Q2: 4,775 shares; 2025Q3: 4,540 shares; 2025Q4: 4,553 shares 4,553 $1.05M 0.2% +13 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; 2024Q1: not reported; 2024Q2: 2,120 shares; 2024Q3: 3,180 shares; 2024Q4: 5,138 shares; 2025Q1: 5,236 shares; 2025Q2: 1,834 shares; 2025Q3: 4,224 shares; 2025Q4: 6,214 shares 6,214 $997K 0.19% +1,990 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,596 shares; 2024Q2: 4,511 shares; 2024Q3: 4,330 shares; 2024Q4: 4,336 shares; 2025Q1: 4,201 shares; 2025Q2: 4,208 shares; 2025Q3: 4,207 shares; 2025Q4: 4,112 shares 4,112 $844K 0.16% -95 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,655 shares; 2024Q2: 19,909 shares; 2024Q3: 20,466 shares; 2024Q4: 19,307 shares; 2025Q1: 19,967 shares; 2025Q2: 19,375 shares; 2025Q3: 18,083 shares; 2025Q4: 18,262 shares 18,262 $840K 0.16% +179 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; 2024Q1: not reported; 2024Q2: 5,441 shares; 2024Q3: 5,464 shares; 2024Q4: 7,591 shares; 2025Q1: 8,654 shares; 2025Q2: 8,726 shares; 2025Q3: 8,782 shares; 2025Q4: 10,326 shares 10,326 $779K 0.15% +1,544 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,865 shares; 2025Q4: 30,797 shares 30,797 $709K 0.13% +8,932 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,161 shares; 2024Q2: 6,169 shares; 2024Q3: 5,850 shares; 2024Q4: 6,128 shares; 2025Q1: 6,014 shares; 2025Q2: 6,605 shares; 2025Q3: 6,507 shares; 2025Q4: 6,316 shares 6,316 $704K 0.13% -191 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,426 shares; 2024Q2: 5,426 shares; 2024Q3: 5,426 shares; 2024Q4: 5,502 shares; 2025Q1: 5,502 shares; 2025Q2: 5,598 shares; 2025Q3: 5,598 shares; 2025Q4: 6,150 shares 6,150 $591K 0.11% +552 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,519 shares; 2024Q2: 1,511 shares; 2024Q3: 1,504 shares; 2024Q4: 1,372 shares; 2025Q1: 1,499 shares; 2025Q2: 1,696 shares; 2025Q3: 1,689 shares; 2025Q4: 1,660 shares 1,660 $582K 0.11% -29 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,504 shares; 2025Q2: 10,520 shares; 2025Q3: 10,536 shares; 2025Q4: 10,559 shares 10,559 $565K 0.11% +23 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; 2024Q1: 14,929 shares; 2024Q2: 14,429 shares; 2024Q3: 10,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,398 shares; 2025Q4: 6,298 shares 6,298 $547K 0.1% -100 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,019 shares; 2024Q2: 1,760 shares; 2024Q3: 3,381 shares; 2024Q4: 2,765 shares; 2025Q1: 2,654 shares; 2025Q2: 2,616 shares; 2025Q3: 2,832 shares; 2025Q4: 3,384 shares 3,384 $503K 0.09% +552 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 570 shares; 2025Q1: 832 shares; 2025Q2: 884 shares; 2025Q3: 708 shares; 2025Q4: 1,054 shares 1,054 $474K 0.09% +346 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; 2024Q1: not reported; 2024Q2: 231 shares; 2024Q3: 232 shares; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 426 shares 426 $458K 0.09% +145 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; 2024Q1: 4,955 shares; 2024Q2: 5,056 shares; 2024Q3: 5,152 shares; 2024Q4: 8,464 shares; 2025Q1: 8,621 shares; 2025Q2: not reported; 2025Q3: 7,372 shares; 2025Q4: 7,484 shares 7,484 $432K 0.08% +112 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,045 shares; 2024Q2: 11,987 shares; 2024Q3: 12,270 shares; 2024Q4: 12,322 shares; 2025Q1: 10,800 shares; 2025Q2: 10,460 shares; 2025Q3: 9,463 shares; 2025Q4: 9,627 shares 9,627 $425K 0.08% +164 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,391 shares; 2025Q3: 4,174 shares; 2025Q4: 7,708 shares 7,708 $406K 0.08% +3,534 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,962 shares; 2024Q4: 1,541 shares; 2025Q1: 1,796 shares; 2025Q2: 1,393 shares; 2025Q3: 1,432 shares; 2025Q4: 1,468 shares 1,468 $389K 0.07% +36 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; 2024Q1: 1,929 shares; 2024Q2: 1,929 shares; 2024Q3: 1,929 shares; 2024Q4: 1,936 shares; 2025Q1: 1,945 shares; 2025Q2: 1,953 shares; 2025Q3: 1,962 shares; 2025Q4: 1,969 shares 1,969 $377K 0.07% +7 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,486 shares; 2025Q1: 5,509 shares; 2025Q2: 5,556 shares; 2025Q3: 5,602 shares; 2025Q4: 5,627 shares 5,627 $351K 0.07% +25 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,764 shares; 2024Q2: 2,838 shares; 2024Q3: 3,303 shares; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 1,945 shares; 2025Q3: 2,055 shares; 2025Q4: 2,277 shares 2,277 $347K 0.07% +222 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,530 shares; 2024Q2: 1,531 shares; 2024Q3: 1,519 shares; 2024Q4: 1,537 shares; 2025Q1: 1,433 shares; 2025Q2: 1,429 shares; 2025Q3: 1,422 shares; 2025Q4: 1,459 shares 1,459 $328K 0.06% +37 Timeline BLV 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; 2024Q1: 2,981 shares; 2024Q2: 3,018 shares; 2024Q3: 3,435 shares; 2024Q4: 4,175 shares; 2025Q1: 4,225 shares; 2025Q2: 4,426 shares; 2025Q3: 4,593 shares; 2025Q4: 4,665 shares 4,665 $324K 0.06% +72 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; 2024Q1: 3,606 shares; 2024Q2: 3,606 shares; 2024Q3: 3,606 shares; 2024Q4: 3,436 shares; 2025Q1: 3,577 shares; 2025Q2: 4,574 shares; 2025Q3: 4,517 shares; 2025Q4: 4,321 shares 4,321 $302K 0.06% -196 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 948 shares; 2025Q4: 954 shares 954 $299K 0.06% +6 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,038 shares; 2024Q2: 3,038 shares; 2024Q3: 3,042 shares; 2024Q4: not reported; 2025Q1: 3,356 shares; 2025Q2: 4,812 shares; 2025Q3: 3,375 shares; 2025Q4: 3,240 shares 3,240 $298K 0.06% -135 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 422 shares 422 $278K 0.05% -11 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,735 shares; 2025Q1: 5,035 shares; 2025Q2: 6,396 shares; 2025Q3: 6,438 shares; 2025Q4: 6,480 shares 6,480 $271K 0.05% +42 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,156 shares; 2025Q1: 2,909 shares; 2025Q2: 2,899 shares; 2025Q3: 2,872 shares; 2025Q4: 2,951 shares 2,951 $266K 0.05% +79 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,977 shares; 2024Q2: 1,655 shares; 2024Q3: 1,277 shares; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: 1,138 shares; 2025Q3: 1,146 shares; 2025Q4: 1,153 shares 1,153 $264K 0.05% +7 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 2,226 shares 2,226 $260K 0.05% -39 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 776 shares; 2025Q4: 777 shares 777 $239K 0.05% +1 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; 2024Q1: 998 shares; 2024Q2: 937 shares; 2024Q3: 917 shares; 2024Q4: 856 shares; 2025Q1: 833 shares; 2025Q2: 740 shares; 2025Q3: 684 shares; 2025Q4: 658 shares 658 $227K 0.04% -26 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; 2024Q1: 4,433 shares; 2024Q2: 4,436 shares; 2024Q3: 4,439 shares; 2024Q4: 4,466 shares; 2025Q1: 4,536 shares; 2025Q2: 3,723 shares; 2025Q3: 1,661 shares; 2025Q4: 1,532 shares 1,532 $220K 0.04% -129 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,376 shares; 2024Q4: not reported; 2025Q1: 2,419 shares; 2025Q2: not reported; 2025Q3: 2,466 shares; 2025Q4: 2,488 shares 2,488 $219K 0.04% +22 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,977 shares 2,977 $219K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 736 shares; 2024Q4: 739 shares; 2025Q1: 778 shares; 2025Q2: 740 shares; 2025Q3: 744 shares; 2025Q4: 713 shares 713 $218K 0.04% -31 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,073 shares; 2025Q4: 2,084 shares 2,084 $214K 0.04% +11 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,198 shares; 2024Q2: 1,099 shares; 2024Q3: 1,099 shares; 2024Q4: 1,099 shares; 2025Q1: 1,005 shares; 2025Q2: 902 shares; 2025Q3: 808 shares; 2025Q4: 806 shares 806 $207K 0.04% -2 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares 1,037 $207K 0.04% 0 Timeline ORGN ORIGIN MATLS INC (DE) More: the full row for ORIGIN MATLS INC (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,350 shares; 2025Q1: not reported; 2025Q2: 10,350 shares; 2025Q3: 10,350 shares; 2025Q4: 10,000 shares 10,000 $2.12K <0.01% -350 Timeline