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: 119,045 shares; 2024Q4: 123,751 shares; 2025Q1: 125,194 shares; 2025Q2: 126,803 shares; 2025Q3: 126,384 shares; 2025Q4: 126,580 shares; 2026Q1: 120,123 shares; 2026Q2: 161,150 shares 161,150 $28.1M 14.06% +41,027 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: 77,312 shares; 2024Q4: 79,652 shares; 2025Q1: 81,225 shares; 2025Q2: 83,954 shares; 2025Q3: 84,145 shares; 2025Q4: 84,049 shares; 2026Q1: 79,505 shares; 2026Q2: 78,070 shares 78,070 $27.6M 13.79% -1,435 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: 75,015 shares; 2024Q4: 86,736 shares; 2025Q1: 96,193 shares; 2025Q2: 103,931 shares; 2025Q3: 104,023 shares; 2025Q4: 106,339 shares; 2026Q1: 109,245 shares; 2026Q2: 111,267 shares 111,267 $22.3M 11.13% +2,022 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: 73,888 shares; 2024Q4: 75,801 shares; 2025Q1: 76,710 shares; 2025Q2: 331,764 shares; 2025Q3: 365,675 shares; 2025Q4: 376,204 shares; 2026Q1: 375,767 shares; 2026Q2: 178,379 shares 178,379 $21.2M 10.59% -197,388 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: 26,472 shares; 2024Q4: 27,836 shares; 2025Q1: 28,270 shares; 2025Q2: 29,191 shares; 2025Q3: 29,482 shares; 2025Q4: 29,637 shares; 2026Q1: 27,315 shares; 2026Q2: 26,372 shares 26,372 $9.84M 4.92% -943 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: 17,168 shares; 2024Q4: 17,492 shares; 2025Q1: 17,630 shares; 2025Q2: 18,223 shares; 2025Q3: 18,316 shares; 2025Q4: 18,359 shares; 2026Q1: 17,226 shares; 2026Q2: 16,439 shares 16,439 $8.23M 4.11% -787 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: 17,263 shares; 2024Q4: 17,288 shares; 2025Q1: 17,161 shares; 2025Q2: 18,867 shares; 2025Q3: 18,603 shares; 2025Q4: 18,844 shares; 2026Q1: 18,873 shares; 2026Q2: 19,486 shares 19,486 $8.2M 4.1% +613 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: 24,391 shares; 2024Q4: 24,918 shares; 2025Q1: 25,064 shares; 2025Q2: 25,699 shares; 2025Q3: 25,716 shares; 2025Q4: 25,356 shares; 2026Q1: 23,621 shares; 2026Q2: 23,352 shares 23,352 $8.01M 4% -269 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,694 shares; 2024Q4: 26,569 shares; 2025Q1: 27,711 shares; 2025Q2: 29,684 shares; 2025Q3: 29,457 shares; 2025Q4: 28,522 shares; 2026Q1: 28,104 shares; 2026Q2: 28,178 shares 28,178 $6.28M 3.14% +74 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: 12,001 shares; 2024Q4: 12,456 shares; 2025Q1: 12,564 shares; 2025Q2: 12,977 shares; 2025Q3: 12,984 shares; 2025Q4: 12,786 shares; 2026Q1: 11,775 shares; 2026Q2: 11,515 shares 11,515 $5.91M 2.96% -260 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: not reported; 2024Q4: 7,775 shares; 2025Q1: 9,203 shares; 2025Q2: 11,348 shares; 2025Q3: 12,617 shares; 2025Q4: 12,972 shares; 2026Q1: 14,256 shares; 2026Q2: 15,120 shares 15,120 $5.71M 2.85% +864 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: 3,945 shares; 2024Q4: 4,485 shares; 2025Q1: 4,837 shares; 2025Q2: 5,483 shares; 2025Q3: 5,546 shares; 2025Q4: 5,325 shares; 2026Q1: 5,312 shares; 2026Q2: 5,399 shares 5,399 $5.05M 2.52% +87 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: 14,035 shares; 2024Q4: 14,976 shares; 2025Q1: 15,308 shares; 2025Q2: 15,978 shares; 2025Q3: 15,869 shares; 2025Q4: 15,158 shares; 2026Q1: 14,004 shares; 2026Q2: 13,548 shares 13,548 $4.78M 2.39% -456 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: 7,147 shares; 2024Q4: 7,687 shares; 2025Q1: 7,554 shares; 2025Q2: 7,551 shares; 2025Q3: 7,506 shares; 2025Q4: 7,195 shares; 2026Q1: 6,991 shares; 2026Q2: 6,954 shares 6,954 $3.54M 1.77% -37 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: 5,709 shares; 2025Q1: 10,297 shares; 2025Q2: 20,654 shares; 2025Q3: 21,822 shares; 2025Q4: 25,346 shares; 2026Q1: 28,554 shares; 2026Q2: 30,215 shares 30,215 $3.53M 1.76% +1,661 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: 2,933 shares; 2024Q4: 3,493 shares; 2025Q1: 3,715 shares; 2025Q2: 4,241 shares; 2025Q3: 5,615 shares; 2025Q4: 5,546 shares; 2026Q1: 5,730 shares; 2026Q2: 5,874 shares 5,874 $2.99M 1.5% +144 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: 4,234 shares; 2024Q4: 4,233 shares; 2025Q1: 4,389 shares; 2025Q2: 4,813 shares; 2025Q3: 5,127 shares; 2025Q4: 5,271 shares; 2026Q1: 4,880 shares; 2026Q2: 5,071 shares 5,071 $2.86M 1.43% +191 Timeline VCSH 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: 41,950 shares; 2024Q4: 39,342 shares; 2025Q1: 37,584 shares; 2025Q2: 2,418 shares; 2025Q3: 32,580 shares; 2025Q4: 32,299 shares; 2026Q1: 32,807 shares; 2026Q2: 33,093 shares 33,093 $2.62M 1.31% +286 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: 3,190 shares; 2024Q4: 4,083 shares; 2025Q1: 4,354 shares; 2025Q2: 4,830 shares; 2025Q3: 4,941 shares; 2025Q4: 4,998 shares; 2026Q1: 5,552 shares; 2026Q2: 5,912 shares 5,912 $1.94M 0.97% +360 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: 13,840 shares; 2024Q4: 13,840 shares; 2025Q1: 13,840 shares; 2025Q2: 13,840 shares; 2025Q3: 13,840 shares; 2025Q4: 13,840 shares; 2026Q1: 13,840 shares; 2026Q2: 13,840 shares 13,840 $1.9M 0.95% 0 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: 2,120 shares; 2025Q1: 3,553 shares; 2025Q2: 3,801 shares; 2025Q3: 4,325 shares; 2025Q4: 4,426 shares; 2026Q1: 5,401 shares; 2026Q2: 5,523 shares 5,523 $1.88M 0.94% +122 Timeline VGSH 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: 45,289 shares; 2024Q4: 43,754 shares; 2025Q1: 38,179 shares; 2025Q2: 33,146 shares; 2025Q3: 36,687 shares; 2025Q4: 35,933 shares; 2026Q1: 33,349 shares; 2026Q2: 32,340 shares 32,340 $1.88M 0.94% -1,009 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: 22,779 shares; 2024Q4: 21,339 shares; 2025Q1: 21,303 shares; 2025Q2: 21,408 shares; 2025Q3: 21,354 shares; 2025Q4: 21,357 shares; 2026Q1: 21,322 shares; 2026Q2: 21,291 shares 21,291 $1.87M 0.93% -31 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,768 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,762 shares; 2026Q1: 1,777 shares; 2026Q2: 1,776 shares 1,776 $1.31M 0.65% -1 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: 5,135 shares; 2024Q4: 5,215 shares; 2025Q1: 5,233 shares; 2025Q2: 5,283 shares; 2025Q3: 5,261 shares; 2025Q4: 5,191 shares; 2026Q1: 5,678 shares; 2026Q2: 6,375 shares 6,375 $1.21M 0.6% +697 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: 1,651 shares; 2024Q4: 1,666 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,664 shares; 2026Q1: 1,612 shares; 2026Q2: 1,612 shares 1,612 $1.2M 0.6% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 626 shares; 2025Q1: 744 shares; 2025Q2: 771 shares; 2025Q3: 783 shares; 2025Q4: 764 shares; 2026Q1: 771 shares; 2026Q2: 782 shares 782 $938K 0.47% +11 Timeline VV 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: 2,418 shares; 2024Q4: 2,418 shares; 2025Q1: 2,418 shares; 2025Q2: 37,048 shares; 2025Q3: 2,418 shares; 2025Q4: 2,418 shares; 2026Q1: 2,418 shares; 2026Q2: 2,389 shares 2,389 $822K 0.41% -29 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: 1,279 shares; 2024Q4: 1,291 shares; 2025Q1: 1,281 shares; 2025Q2: 1,272 shares; 2025Q3: 1,288 shares; 2025Q4: 12,637 shares; 2026Q1: 11,498 shares; 2026Q2: 10,686 shares 10,686 $763K 0.38% -812 Timeline SPYG 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: 5,259 shares; 2024Q4: 5,332 shares; 2025Q1: 5,368 shares; 2025Q2: 5,365 shares; 2025Q3: 5,338 shares; 2025Q4: 5,356 shares; 2026Q1: 5,356 shares; 2026Q2: 4,989 shares 4,989 $594K 0.3% -367 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,119 shares; 2024Q4: 4,562 shares; 2025Q1: 4,371 shares; 2025Q2: 4,142 shares; 2025Q3: 3,929 shares; 2025Q4: 3,753 shares; 2026Q1: 3,681 shares; 2026Q2: 3,764 shares 3,764 $476K 0.24% +83 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: 510 shares; 2025Q4: 759 shares; 2026Q1: 676 shares; 2026Q2: 675 shares 675 $464K 0.23% -1 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,487 shares; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 4,475 shares; 2025Q4: 3,788 shares; 2026Q1: 3,788 shares; 2026Q2: 3,788 shares 3,788 $442K 0.22% 0 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: 1,710 shares; 2024Q4: 1,606 shares; 2025Q1: 1,907 shares; 2025Q2: 1,894 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,582 shares; 2026Q2: 1,581 shares 1,581 $402K 0.2% -1 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA 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: 2,200 shares; 2025Q3: 2,248 shares; 2025Q4: 2,236 shares; 2026Q1: 2,275 shares; 2026Q2: 2,275 shares 2,275 $386K 0.19% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 2,840 shares; 2025Q1: 2,880 shares; 2025Q2: 2,786 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 2,771 shares; 2026Q2: 2,771 shares 2,771 $379K 0.19% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 464 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 498 shares 498 $374K 0.19% -3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 762 shares; 2026Q1: 936 shares; 2026Q2: 936 shares 936 $345K 0.17% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 932 shares 932 $333K 0.17% -60 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: 310 shares; 2026Q2: 310 shares 310 $330K 0.16% 0 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: 283 shares 283 $327K 0.16% new 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: 2,004 shares; 2024Q4: 2,018 shares; 2025Q1: 2,030 shares; 2025Q2: 2,027 shares; 2025Q3: 2,039 shares; 2025Q4: 2,052 shares; 2026Q1: 2,064 shares; 2026Q2: 2,076 shares 2,076 $316K 0.16% +12 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,736 shares; 2024Q4: 2,662 shares; 2025Q1: 2,596 shares; 2025Q2: 2,512 shares; 2025Q3: 2,389 shares; 2025Q4: 2,321 shares; 2026Q1: 2,509 shares; 2026Q2: 2,189 shares 2,189 $297K 0.15% -320 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: 2,808 shares; 2024Q4: 2,809 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares; 2025Q3: 1,828 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $292K 0.15% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346 shares 346 $264K 0.13% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,344 shares; 2024Q4: 8,983 shares; 2025Q1: 7,682 shares; 2025Q2: 7,316 shares; 2025Q3: 6,863 shares; 2025Q4: 3,556 shares; 2026Q1: 1,854 shares; 2026Q2: 1,795 shares 1,795 $261K 0.13% -59 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,201 shares; 2026Q2: 3,201 shares 3,201 $251K 0.13% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares 418 $243K 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 778 shares 778 $234K 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,982 shares; 2025Q4: 1,982 shares; 2026Q1: 1,982 shares; 2026Q2: 1,982 shares 1,982 $224K 0.11% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 661 shares 661 $221K 0.11% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 793 shares; 2026Q1: not reported; 2026Q2: 725 shares 725 $204K 0.1% new Timeline