SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,700 shares; 2025Q1: 30,399 shares; 2025Q2: 30,339 shares; 2025Q3: 31,116 shares; 2025Q4: 35,793 shares; 2026Q1: 36,490 shares; 2026Q2: 36,527 shares 36,527 $27.3M 13.94% +37 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: not loaded; 2024Q4: 127,270 shares; 2025Q1: 125,828 shares; 2025Q2: 125,703 shares; 2025Q3: 125,737 shares; 2025Q4: 119,737 shares; 2026Q1: 121,149 shares; 2026Q2: 119,594 shares 119,594 $23.9M 12.23% -1,555 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: not loaded; 2024Q4: 23,473 shares; 2025Q1: 25,923 shares; 2025Q2: 22,823 shares; 2025Q3: 23,348 shares; 2025Q4: 23,225 shares; 2026Q1: 23,130 shares; 2026Q2: 22,915 shares 22,915 $11.5M 5.86% -215 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: not loaded; 2024Q4: 36,436 shares; 2025Q1: 35,886 shares; 2025Q2: 35,886 shares; 2025Q3: 35,809 shares; 2025Q4: 35,809 shares; 2026Q1: 35,328 shares; 2026Q2: 35,113 shares 35,113 $10.2M 5.19% -215 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 loaded; 2024Q4: 26,004 shares; 2025Q1: 27,129 shares; 2025Q2: 26,130 shares; 2025Q3: 26,130 shares; 2025Q4: 25,931 shares; 2026Q1: 26,157 shares; 2026Q2: 26,108 shares 26,108 $9.74M 4.98% -49 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: not loaded; 2024Q4: 26,261 shares; 2025Q1: 26,261 shares; 2025Q2: 28,262 shares; 2025Q3: 28,202 shares; 2025Q4: 28,088 shares; 2026Q1: 27,276 shares; 2026Q2: 27,216 shares 27,216 $9.34M 4.77% -60 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,185 shares; 2025Q1: 33,490 shares; 2025Q2: 33,094 shares; 2025Q3: 33,099 shares; 2025Q4: 34,353 shares; 2026Q1: 37,379 shares; 2026Q2: 39,902 shares 39,902 $8.49M 4.34% +2,523 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: not loaded; 2024Q4: 12,882 shares; 2025Q1: 12,882 shares; 2025Q2: 12,882 shares; 2025Q3: 12,267 shares; 2025Q4: 11,937 shares; 2026Q1: 11,576 shares; 2026Q2: 11,066 shares 11,066 $5.68M 2.9% -510 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 loaded; 2024Q4: 16,600 shares; 2025Q1: 16,310 shares; 2025Q2: 16,010 shares; 2025Q3: 16,010 shares; 2025Q4: 16,010 shares; 2026Q1: 15,810 shares; 2026Q2: 15,810 shares 15,810 $5.65M 2.89% 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 loaded; 2024Q4: 10,201 shares; 2025Q1: 10,201 shares; 2025Q2: 8,602 shares; 2025Q3: 8,602 shares; 2025Q4: 5,600 shares; 2026Q1: 5,506 shares; 2026Q2: 4,856 shares 4,856 $5.61M 2.87% -650 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: not loaded; 2024Q4: 15,265 shares; 2025Q1: 16,005 shares; 2025Q2: 15,605 shares; 2025Q3: 14,605 shares; 2025Q4: 14,605 shares; 2026Q1: 14,210 shares; 2026Q2: 14,210 shares 14,210 $5.02M 2.57% 0 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: not loaded; 2024Q4: 20,770 shares; 2025Q1: 20,770 shares; 2025Q2: 20,770 shares; 2025Q3: 20,829 shares; 2025Q4: 20,699 shares; 2026Q1: 20,275 shares; 2026Q2: 20,235 shares 20,235 $4.82M 2.46% -40 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,943 shares; 2025Q1: 42,889 shares; 2025Q2: 45,974 shares; 2025Q3: 46,202 shares; 2025Q4: 47,881 shares; 2026Q1: 52,520 shares; 2026Q2: 52,685 shares 52,685 $4.63M 2.37% +165 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,932 shares; 2025Q1: 9,932 shares; 2025Q2: 9,932 shares; 2025Q3: 9,932 shares; 2025Q4: 19,804 shares; 2026Q1: 19,254 shares; 2026Q2: 19,164 shares 19,164 $3.65M 1.87% -90 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 loaded; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 5,200 shares; 2025Q3: 5,351 shares; 2025Q4: 6,103 shares; 2026Q1: 7,357 shares; 2026Q2: 7,358 shares 7,358 $2.72M 1.39% +1 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 loaded; 2024Q4: 8,401 shares; 2025Q1: 8,402 shares; 2025Q2: 8,402 shares; 2025Q3: 8,433 shares; 2025Q4: 7,030 shares; 2026Q1: 7,136 shares; 2026Q2: 7,086 shares 7,086 $2.68M 1.37% -50 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,033 shares; 2025Q1: 4,033 shares; 2025Q2: 4,033 shares; 2025Q3: 4,033 shares; 2025Q4: 4,033 shares; 2026Q1: 4,033 shares; 2026Q2: 4,033 shares 4,033 $2.58M 1.32% 0 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 loaded; 2024Q4: 8,495 shares; 2025Q1: 6,995 shares; 2025Q2: 6,235 shares; 2025Q3: 6,285 shares; 2025Q4: 6,385 shares; 2026Q1: 6,385 shares; 2026Q2: 6,385 shares 6,385 $2.35M 1.2% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,950 shares 1,950 $1.91M 0.97% +300 Timeline WELLS FARGO & CO 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 loaded; 2024Q4: 1,664 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,634 shares; 2025Q4: 1,609 shares; 2026Q1: 1,584 shares; 2026Q2: 1,584 shares 1,584 $1.83M 0.94% 0 PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,200 shares; 2025Q1: 6,550 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares 8,200 $1.79M 0.92% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,450 shares; 2025Q4: 36,900 shares; 2026Q1: 39,239 shares; 2026Q2: 40,239 shares 40,239 $1.76M 0.9% +1,000 Timeline VPL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,430 shares; 2025Q4: 10,180 shares; 2026Q1: 14,240 shares; 2026Q2: 14,240 shares 14,240 $1.65M 0.84% 0 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 loaded; 2024Q4: 6,087 shares; 2025Q1: 6,090 shares; 2025Q2: 6,093 shares; 2025Q3: 6,096 shares; 2025Q4: 6,099 shares; 2026Q1: 6,002 shares; 2026Q2: 6,006 shares 6,006 $1.62M 0.83% +4 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,869 shares; 2026Q2: 4,869 shares 4,869 $1.59M 0.81% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 5,800 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.57M 0.8% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,061 shares; 2025Q1: 3,061 shares; 2025Q2: 3,061 shares; 2025Q3: 3,061 shares; 2025Q4: 3,061 shares; 2026Q1: 3,108 shares; 2026Q2: 3,108 shares 3,108 $1.48M 0.76% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares; 2026Q2: 10,250 shares 10,250 $1.41M 0.72% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,719 shares; 2025Q4: 15,219 shares; 2026Q1: 23,269 shares; 2026Q2: 23,269 shares 23,269 $1.39M 0.71% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,262 shares; 2025Q1: 1,975 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 1,976 shares; 2026Q1: 1,877 shares; 2026Q2: 1,877 shares 1,877 $1.38M 0.71% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $1.35M 0.69% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,967 shares; 2025Q1: 1,644 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $1.23M 0.63% 0 Timeline VGK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,650 shares; 2025Q4: 9,650 shares; 2026Q1: 13,750 shares; 2026Q2: 13,750 shares 13,750 $1.22M 0.62% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares; 2025Q4: 16,200 shares; 2026Q1: 23,700 shares; 2026Q2: 23,700 shares 23,700 $1.17M 0.6% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,450 shares; 2026Q2: 12,455 shares 12,455 $1.16M 0.59% +5 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,215 shares; 2025Q4: 1,160 shares; 2026Q1: 1,164 shares; 2026Q2: 1,164 shares 1,164 $1.12M 0.57% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $1.04M 0.53% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,322 shares; 2025Q1: 6,322 shares; 2025Q2: 6,322 shares; 2025Q3: 6,322 shares; 2025Q4: 6,322 shares; 2026Q1: 6,322 shares; 2026Q2: 6,322 shares 6,322 $1M 0.51% 0 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 loaded; 2024Q4: 3,125 shares; 2025Q1: not reported; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $953K 0.49% 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: not loaded; 2024Q4: 4,085 shares; 2025Q1: 3,685 shares; 2025Q2: 3,685 shares; 2025Q3: 3,685 shares; 2025Q4: 3,685 shares; 2026Q1: 3,615 shares; 2026Q2: 3,615 shares 3,615 $918K 0.47% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,084 shares; 2025Q1: 7,085 shares; 2025Q2: 7,087 shares; 2025Q3: 6,088 shares; 2025Q4: 6,089 shares; 2026Q1: 6,097 shares; 2026Q2: 6,099 shares 6,099 $894K 0.46% +2 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 loaded; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares; 2026Q1: 1,257 shares; 2026Q2: 1,257 shares 1,257 $863K 0.44% 0 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; 2024Q3: not loaded; 2024Q4: 3,550 shares; 2025Q1: 3,475 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares; 2026Q2: 6,950 shares 6,950 $815K 0.42% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,369 shares; 2026Q2: 1,369 shares 1,369 $796K 0.41% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,891 shares; 2026Q2: 1,891 shares 1,891 $746K 0.38% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,401 shares; 2026Q2: 1,386 shares 1,386 $719K 0.37% -15 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: not loaded; 2024Q4: 11,590 shares; 2025Q1: 11,590 shares; 2025Q2: 11,590 shares; 2025Q3: 11,590 shares; 2025Q4: 11,590 shares; 2026Q1: 11,949 shares; 2026Q2: 11,949 shares 11,949 $681K 0.35% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,011 shares; 2025Q4: 6,017 shares; 2026Q1: 6,022 shares; 2026Q2: 12,055 shares 12,055 $677K 0.35% +6,033 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,983 shares; 2025Q1: 18,983 shares; 2025Q2: 15,983 shares; 2025Q3: 15,983 shares; 2025Q4: 15,233 shares; 2026Q1: 15,233 shares; 2026Q2: 12,508 shares 12,508 $608K 0.31% -2,725 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 loaded; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $607K 0.31% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares 9,200 $578K 0.3% 0 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: not loaded; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $559K 0.29% 0 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: not loaded; 2024Q4: 6,180 shares; 2025Q1: 6,180 shares; 2025Q2: 6,180 shares; 2025Q3: 6,180 shares; 2025Q4: 6,680 shares; 2026Q1: 6,180 shares; 2026Q2: 6,180 shares 6,180 $542K 0.28% 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 loaded; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares 1,445 $493K 0.25% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,580 shares; 2025Q3: 2,430 shares; 2025Q4: 2,330 shares; 2026Q1: 2,317 shares; 2026Q2: 2,267 shares 2,267 $491K 0.25% -50 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $472K 0.24% 0 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 loaded; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,645 shares; 2026Q2: 2,645 shares 2,645 $438K 0.22% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,650 shares; 2025Q1: 4,650 shares; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: 4,650 shares; 2026Q1: 4,650 shares; 2026Q2: 4,650 shares 4,650 $436K 0.22% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 215 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $431K 0.22% 0 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 loaded; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 2,932 shares; 2025Q4: 2,932 shares; 2026Q1: 2,892 shares; 2026Q2: 2,892 shares 2,892 $424K 0.22% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $419K 0.21% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $405K 0.21% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: 1,553 shares; 2026Q2: 1,553 shares 1,553 $353K 0.18% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $343K 0.18% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 5,700 shares; 2026Q2: 5,700 shares 5,700 $306K 0.16% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares; 2026Q2: 2,530 shares 2,530 $296K 0.15% 0 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 loaded; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares; 2026Q2: 1,029 shares 1,029 $289K 0.15% 0 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $280K 0.14% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,050 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,075 shares; 2026Q2: 1,775 shares 1,775 $278K 0.14% -300 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 620 shares; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: not reported; 2026Q1: 639 shares; 2026Q2: 639 shares 639 $272K 0.14% 0 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $272K 0.14% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 724 shares; 2026Q2: 724 shares 724 $268K 0.14% 0 Timeline RWL 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $266K 0.14% 0 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $261K 0.13% new Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $261K 0.13% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,400 shares; 2025Q3: not reported; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $259K 0.13% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,164 shares 3,164 $250K 0.13% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $248K 0.13% 0 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 loaded; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $246K 0.13% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: not reported; 2026Q2: 1,848 shares 1,848 $229K 0.12% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,752 shares; 2026Q2: 2,752 shares 2,752 $224K 0.11% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,359 shares; 2025Q1: 14,359 shares; 2025Q2: 14,359 shares; 2025Q3: 14,359 shares; 2025Q4: 14,359 shares; 2026Q1: 14,359 shares; 2026Q2: 14,359 shares 14,359 $218K 0.11% 0 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; 2024Q3: not loaded; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares; 2026Q2: 770 shares 770 $216K 0.11% -500 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $210K 0.11% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,821 shares 4,821 $204K 0.1% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,324 shares; 2025Q4: 32,074 shares; 2026Q1: 32,074 shares; 2026Q2: 32,074 shares 32,074 $152K 0.08% 0 Timeline