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: 116,274 shares; 2025Q1: 117,862 shares; 2025Q2: 117,217 shares; 2025Q3: 120,567 shares; 2025Q4: 127,127 shares; 2026Q1: 125,354 shares; 2026Q2: 119,244 shares 119,244 $9.42M 8.09% -6,110 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: 7,886 shares; 2025Q1: 7,733 shares; 2025Q2: 7,911 shares; 2025Q3: 7,777 shares; 2025Q4: 6,923 shares; 2026Q1: 8,748 shares; 2026Q2: 8,641 shares 8,641 $5.93M 5.1% -107 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,644 shares; 2025Q1: 69,845 shares; 2025Q2: 68,088 shares; 2025Q3: 66,511 shares; 2025Q4: 64,711 shares; 2026Q1: 63,933 shares; 2026Q2: 64,000 shares 64,000 $5.3M 4.55% +67 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: 19,296 shares; 2025Q1: 17,966 shares; 2025Q2: 17,728 shares; 2025Q3: 17,028 shares; 2025Q4: 16,114 shares; 2026Q1: 14,801 shares; 2026Q2: 14,149 shares 14,149 $5M 4.29% -652 Timeline VGIT 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: 97,264 shares; 2025Q1: 91,682 shares; 2025Q2: 88,054 shares; 2025Q3: 89,124 shares; 2025Q4: 98,319 shares; 2026Q1: 85,587 shares; 2026Q2: 83,380 shares 83,380 $4.92M 4.22% -2,207 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,337 shares; 2025Q1: 23,361 shares; 2025Q2: 28,748 shares; 2025Q3: 34,210 shares; 2025Q4: 37,676 shares; 2026Q1: 39,231 shares; 2026Q2: 42,133 shares 42,133 $4.61M 3.96% +2,902 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: 18,248 shares; 2025Q1: 15,654 shares; 2025Q2: 15,540 shares; 2025Q3: 15,380 shares; 2025Q4: 14,591 shares; 2026Q1: 15,111 shares; 2026Q2: 14,567 shares 14,567 $4.22M 3.62% -544 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,901 shares; 2025Q1: 13,953 shares; 2025Q2: 13,748 shares; 2025Q3: 13,466 shares; 2025Q4: 13,382 shares; 2026Q1: 13,198 shares; 2026Q2: 13,159 shares 13,159 $3.99M 3.42% -39 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: 14,242 shares; 2025Q1: 13,442 shares; 2025Q2: 14,393 shares; 2025Q3: 14,498 shares; 2025Q4: 16,044 shares; 2026Q1: 16,774 shares; 2026Q2: 17,388 shares 17,388 $3.48M 2.99% +614 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: 14,647 shares; 2025Q1: 13,727 shares; 2025Q2: 13,794 shares; 2025Q3: 13,777 shares; 2025Q4: 13,556 shares; 2026Q1: 13,877 shares; 2026Q2: 13,778 shares 13,778 $3.28M 2.82% -99 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: 9,039 shares; 2025Q1: 8,299 shares; 2025Q2: 7,926 shares; 2025Q3: 7,633 shares; 2025Q4: 7,525 shares; 2026Q1: 7,862 shares; 2026Q2: 7,958 shares 7,958 $2.97M 2.55% +96 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; 2024Q3: not loaded; 2024Q4: 30,994 shares; 2025Q1: 31,223 shares; 2025Q2: 31,960 shares; 2025Q3: 31,220 shares; 2025Q4: 32,729 shares; 2026Q1: 32,412 shares; 2026Q2: 32,155 shares 32,155 $2.69M 2.31% -257 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: 1,162 shares; 2025Q1: 1,173 shares; 2025Q2: 1,190 shares; 2025Q3: 1,233 shares; 2025Q4: 1,224 shares; 2026Q1: 1,043 shares; 2026Q2: 1,014 shares 1,014 $2.02M 1.73% -29 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,725 shares; 2025Q1: 29,927 shares; 2025Q2: 28,506 shares; 2025Q3: 26,344 shares; 2025Q4: 26,375 shares; 2026Q1: 26,771 shares; 2026Q2: 26,689 shares 26,689 $1.9M 1.63% -82 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: not loaded; 2024Q4: 3,875 shares; 2025Q1: 3,983 shares; 2025Q2: 4,169 shares; 2025Q3: 4,199 shares; 2025Q4: 4,444 shares; 2026Q1: 4,518 shares; 2026Q2: 4,525 shares 4,525 $1.8M 1.54% +7 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,645 shares; 2025Q1: 16,176 shares; 2025Q2: 15,988 shares; 2025Q3: 15,551 shares; 2025Q4: 15,767 shares; 2026Q1: 15,537 shares; 2026Q2: 14,904 shares 14,904 $1.75M 1.5% -633 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,878 shares; 2025Q1: 4,721 shares; 2025Q2: 4,742 shares; 2025Q3: 4,777 shares; 2025Q4: 4,746 shares; 2026Q1: 4,754 shares; 2026Q2: 4,822 shares 4,822 $1.63M 1.4% +68 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,348 shares; 2025Q1: 5,989 shares; 2025Q2: 5,881 shares; 2025Q3: 5,964 shares; 2025Q4: 6,059 shares; 2026Q1: 6,040 shares; 2026Q2: 5,917 shares 5,917 $1.61M 1.38% -123 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,861 shares; 2025Q1: 4,576 shares; 2025Q2: 4,478 shares; 2025Q3: 4,543 shares; 2025Q4: 4,604 shares; 2026Q1: 4,619 shares; 2026Q2: 4,636 shares 4,636 $1.58M 1.36% +17 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,958 shares; 2025Q1: 14,110 shares; 2025Q2: 12,852 shares; 2025Q3: 10,237 shares; 2025Q4: 9,451 shares; 2026Q1: 8,940 shares; 2026Q2: 8,878 shares 8,878 $1.54M 1.33% -62 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,997 shares; 2025Q1: 6,739 shares; 2025Q2: 6,825 shares; 2025Q3: 7,050 shares; 2025Q4: 7,250 shares; 2026Q1: 7,495 shares; 2026Q2: 7,864 shares 7,864 $1.5M 1.29% +369 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; 2024Q3: not loaded; 2024Q4: 6,943 shares; 2025Q1: 6,215 shares; 2025Q2: 5,801 shares; 2025Q3: 5,599 shares; 2025Q4: 5,665 shares; 2026Q1: 6,038 shares; 2026Q2: 6,242 shares 6,242 $1.4M 1.2% +204 Timeline VSS 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: 9,640 shares; 2025Q1: 9,275 shares; 2025Q2: 9,003 shares; 2025Q3: 8,909 shares; 2025Q4: 8,859 shares; 2026Q1: 8,982 shares; 2026Q2: 8,905 shares 8,905 $1.37M 1.18% -77 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: 6,409 shares; 2025Q1: 6,125 shares; 2025Q2: 6,040 shares; 2025Q3: 5,830 shares; 2025Q4: 5,780 shares; 2026Q1: 5,450 shares; 2026Q2: 5,371 shares 5,371 $1.36M 1.17% -79 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,603 shares; 2025Q1: 6,107 shares; 2025Q2: 5,737 shares; 2025Q3: 5,517 shares; 2025Q4: 5,287 shares; 2026Q1: 4,905 shares; 2026Q2: 4,828 shares 4,828 $1.34M 1.15% -77 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,961 shares; 2025Q1: 8,331 shares; 2025Q2: 8,076 shares; 2025Q3: 8,067 shares; 2025Q4: 7,662 shares; 2026Q1: 8,042 shares; 2026Q2: 8,128 shares 8,128 $1.23M 1.06% +86 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,774 shares; 2025Q1: 11,978 shares; 2025Q2: 11,702 shares; 2025Q3: 11,755 shares; 2025Q4: 11,951 shares; 2026Q1: 12,227 shares; 2026Q2: 12,847 shares 12,847 $1.17M 1% +620 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,534 shares; 2025Q1: 11,950 shares; 2025Q2: 11,669 shares; 2025Q3: 11,563 shares; 2025Q4: 11,713 shares; 2026Q1: 11,924 shares; 2026Q2: 12,029 shares 12,029 $1.16M 0.99% +105 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: 8,138 shares; 2025Q1: 8,152 shares; 2025Q2: 8,325 shares; 2025Q3: 8,434 shares; 2025Q4: 8,424 shares; 2026Q1: 8,466 shares; 2026Q2: 8,447 shares 8,447 $1.14M 0.98% -19 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: 2,432 shares; 2025Q1: 2,146 shares; 2025Q2: 2,025 shares; 2025Q3: 1,954 shares; 2025Q4: 1,976 shares; 2026Q1: 1,974 shares; 2026Q2: 1,998 shares 1,998 $1.13M 0.97% +24 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,185 shares; 2025Q1: 9,900 shares; 2025Q2: 8,905 shares; 2025Q3: 8,363 shares; 2025Q4: 7,965 shares; 2026Q1: 7,556 shares; 2026Q2: 7,091 shares 7,091 $1.11M 0.95% -465 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,481 shares; 2025Q1: 3,305 shares; 2025Q2: 3,311 shares; 2025Q3: 3,328 shares; 2025Q4: 3,358 shares; 2026Q1: 3,386 shares; 2026Q2: 3,361 shares 3,361 $1.11M 0.95% -25 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: 5,992 shares; 2025Q1: 5,914 shares; 2025Q2: 5,956 shares; 2025Q3: 6,156 shares; 2025Q4: 6,447 shares; 2026Q1: 6,933 shares; 2026Q2: 7,078 shares 7,078 $1.04M 0.89% +145 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,554 shares; 2025Q1: 21,124 shares; 2025Q2: 20,976 shares; 2025Q3: 21,151 shares; 2025Q4: 20,163 shares; 2026Q1: 19,436 shares; 2026Q2: 19,436 shares 19,436 $998K 0.86% 0 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: not loaded; 2024Q4: 7,144 shares; 2025Q1: 6,391 shares; 2025Q2: 6,026 shares; 2025Q3: 5,660 shares; 2025Q4: 5,210 shares; 2026Q1: 5,190 shares; 2026Q2: 5,207 shares 5,207 $988K 0.85% +17 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: 10,920 shares; 2025Q1: 10,450 shares; 2025Q2: 10,433 shares; 2025Q3: 10,503 shares; 2025Q4: 10,503 shares; 2026Q1: 10,752 shares; 2026Q2: 10,860 shares 10,860 $953K 0.82% +108 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: not loaded; 2024Q4: 8,725 shares; 2025Q1: 7,760 shares; 2025Q2: 7,496 shares; 2025Q3: 7,557 shares; 2025Q4: 7,343 shares; 2026Q1: 6,966 shares; 2026Q2: 6,751 shares 6,751 $923K 0.79% -215 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,065 shares; 2025Q1: 9,867 shares; 2025Q2: 8,959 shares; 2025Q3: 8,971 shares; 2025Q4: 8,929 shares; 2026Q1: 8,957 shares; 2026Q2: 8,969 shares 8,969 $921K 0.79% +12 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: 9,846 shares; 2025Q1: 9,430 shares; 2025Q2: 8,950 shares; 2025Q3: 8,665 shares; 2025Q4: 8,525 shares; 2026Q1: 8,094 shares; 2026Q2: 7,910 shares 7,910 $896K 0.77% -184 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: 3,688 shares; 2025Q1: 3,819 shares; 2025Q2: 3,784 shares; 2025Q3: 3,749 shares; 2025Q4: 3,134 shares; 2026Q1: 3,720 shares; 2026Q2: 3,717 shares 3,717 $879K 0.76% -3 Timeline ICLN 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: 31,922 shares; 2025Q1: 37,372 shares; 2025Q2: 38,352 shares; 2025Q3: 38,601 shares; 2025Q4: 39,205 shares; 2026Q1: 41,035 shares; 2026Q2: 40,986 shares 40,986 $840K 0.72% -49 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,394 shares; 2025Q1: 6,144 shares; 2025Q2: 6,116 shares; 2025Q3: 5,922 shares; 2025Q4: 5,797 shares; 2026Q1: 6,220 shares; 2026Q2: 6,555 shares 6,555 $775K 0.67% +335 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,011 shares; 2025Q1: 5,725 shares; 2025Q2: 5,740 shares; 2025Q3: 6,023 shares; 2025Q4: 5,814 shares; 2026Q1: 5,953 shares; 2026Q2: 6,100 shares 6,100 $759K 0.65% +147 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,542 shares; 2025Q1: 8,415 shares; 2025Q2: 8,299 shares; 2025Q3: 8,288 shares; 2025Q4: 8,543 shares; 2026Q1: 8,886 shares; 2026Q2: 8,943 shares 8,943 $745K 0.64% +57 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: 20,912 shares; 2025Q1: 19,905 shares; 2025Q2: 19,552 shares; 2025Q3: 19,410 shares; 2025Q4: 18,631 shares; 2026Q1: 17,762 shares; 2026Q2: 17,265 shares 17,265 $731K 0.63% -497 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,818 shares; 2025Q1: 12,804 shares; 2025Q2: 12,614 shares; 2025Q3: 12,690 shares; 2025Q4: 12,921 shares; 2026Q1: 13,512 shares; 2026Q2: 14,294 shares 14,294 $721K 0.62% +782 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,140 shares; 2025Q1: 14,701 shares; 2025Q2: 14,842 shares; 2025Q3: 15,067 shares; 2025Q4: 15,298 shares; 2026Q1: 15,499 shares; 2026Q2: 15,226 shares 15,226 $708K 0.61% -273 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: 4,120 shares; 2025Q1: 3,905 shares; 2025Q2: 3,945 shares; 2025Q3: 4,205 shares; 2025Q4: 4,271 shares; 2026Q1: 4,381 shares; 2026Q2: 4,358 shares 4,358 $683K 0.59% -23 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,683 shares; 2025Q1: 5,349 shares; 2025Q2: 5,549 shares; 2025Q3: 5,381 shares; 2025Q4: 5,446 shares; 2026Q1: 5,692 shares; 2026Q2: 5,727 shares 5,727 $674K 0.58% +35 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 loaded; 2024Q4: 26,700 shares; 2025Q1: 26,178 shares; 2025Q2: 26,468 shares; 2025Q3: 26,718 shares; 2025Q4: 26,846 shares; 2026Q1: 27,514 shares; 2026Q2: 27,487 shares 27,487 $662K 0.57% -27 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,724 shares; 2025Q1: 5,504 shares; 2025Q2: 5,686 shares; 2025Q3: 5,791 shares; 2025Q4: 5,781 shares; 2026Q1: 5,821 shares; 2026Q2: 5,853 shares 5,853 $647K 0.56% +32 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,762 shares; 2025Q1: 6,382 shares; 2025Q2: 6,324 shares; 2025Q3: 6,345 shares; 2025Q4: 6,415 shares; 2026Q1: 6,439 shares; 2026Q2: 6,259 shares 6,259 $640K 0.55% -180 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,133 shares; 2025Q1: 5,009 shares; 2025Q2: 4,969 shares; 2025Q3: 5,029 shares; 2025Q4: 5,132 shares; 2026Q1: 5,193 shares; 2026Q2: 5,052 shares 5,052 $602K 0.52% -141 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,115 shares; 2025Q1: 16,206 shares; 2025Q2: 18,054 shares; 2025Q3: 18,281 shares; 2025Q4: 18,172 shares; 2026Q1: 18,333 shares; 2026Q2: 18,350 shares 18,350 $596K 0.51% +17 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 loaded; 2024Q4: 5,114 shares; 2025Q1: 5,065 shares; 2025Q2: 5,140 shares; 2025Q3: 5,720 shares; 2025Q4: 5,115 shares; 2026Q1: 5,378 shares; 2026Q2: 5,529 shares 5,529 $594K 0.51% +151 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,855 shares; 2025Q1: 12,200 shares; 2025Q2: 11,995 shares; 2025Q3: 12,060 shares; 2025Q4: 12,122 shares; 2026Q1: 13,278 shares; 2026Q2: 13,423 shares 13,423 $580K 0.5% +145 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,726 shares; 2025Q1: 7,466 shares; 2025Q2: 7,578 shares; 2025Q3: 7,706 shares; 2025Q4: 7,902 shares; 2026Q1: 8,403 shares; 2026Q2: 8,577 shares 8,577 $569K 0.49% +174 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,933 shares; 2025Q1: 9,054 shares; 2025Q2: 8,879 shares; 2025Q3: 8,868 shares; 2025Q4: 9,032 shares; 2026Q1: 9,037 shares; 2026Q2: 9,018 shares 9,018 $568K 0.49% -19 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,623 shares; 2025Q1: 7,127 shares; 2025Q2: 7,124 shares; 2025Q3: 7,131 shares; 2025Q4: 7,740 shares; 2026Q1: 7,007 shares; 2026Q2: 7,013 shares 7,013 $546K 0.47% +6 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,268 shares; 2025Q1: 6,854 shares; 2025Q2: 7,509 shares; 2025Q3: 7,329 shares; 2025Q4: 7,130 shares; 2026Q1: 6,875 shares; 2026Q2: 6,912 shares 6,912 $546K 0.47% +37 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,999 shares; 2025Q1: 5,294 shares; 2025Q2: 5,734 shares; 2025Q3: 6,502 shares; 2025Q4: 7,172 shares; 2026Q1: 7,547 shares; 2026Q2: 7,878 shares 7,878 $529K 0.45% +331 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,242 shares; 2025Q1: 1,245 shares; 2025Q2: 1,199 shares; 2025Q3: 1,103 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares; 2026Q2: 5,958 shares 5,958 $513K 0.44% +4,934 Timeline IXN 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: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,600 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $498K 0.43% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,381 shares; 2025Q1: 7,295 shares; 2025Q2: 7,240 shares; 2025Q3: 7,848 shares; 2025Q4: 7,953 shares; 2026Q1: 8,105 shares; 2026Q2: 8,090 shares 8,090 $494K 0.42% -15 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,994 shares; 2025Q1: 6,365 shares; 2025Q2: 6,323 shares; 2025Q3: 6,263 shares; 2025Q4: 6,254 shares; 2026Q1: 6,307 shares; 2026Q2: 6,328 shares 6,328 $491K 0.42% +21 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: 1,729 shares; 2025Q1: 1,733 shares; 2025Q2: 1,665 shares; 2025Q3: 1,700 shares; 2025Q4: 1,715 shares; 2026Q1: 1,770 shares; 2026Q2: 1,806 shares 1,806 $488K 0.42% +36 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,377 shares; 2025Q1: 3,354 shares; 2025Q2: 3,312 shares; 2025Q3: 3,002 shares; 2025Q4: 3,007 shares; 2026Q1: 3,082 shares; 2026Q2: 3,127 shares 3,127 $439K 0.38% +45 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,335 shares; 2025Q1: 8,400 shares; 2025Q2: 9,180 shares; 2025Q3: 10,014 shares; 2025Q4: 10,033 shares; 2026Q1: 11,566 shares; 2026Q2: 12,596 shares 12,596 $438K 0.38% +1,030 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 462 shares; 2025Q1: 519 shares; 2025Q2: 637 shares; 2025Q3: 690 shares; 2025Q4: 3,735 shares; 2026Q1: 4,090 shares; 2026Q2: 4,330 shares 4,330 $430K 0.37% +240 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,716 shares 1,716 $384K 0.33% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,716 shares 1,716 $379K 0.33% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,745 shares; 2025Q1: 3,869 shares; 2025Q2: 4,099 shares; 2025Q3: 4,380 shares; 2025Q4: 4,445 shares; 2026Q1: 4,903 shares; 2026Q2: 5,198 shares 5,198 $374K 0.32% +295 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 533 shares; 2026Q1: 1,217 shares; 2026Q2: 1,574 shares 1,574 $323K 0.28% +357 Timeline SGOV 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: 1,987 shares; 2025Q4: not reported; 2026Q1: 2,987 shares; 2026Q2: 2,987 shares 2,987 $301K 0.26% 0 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 loaded; 2024Q4: 4,480 shares; 2025Q1: 4,480 shares; 2025Q2: 4,480 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $280K 0.24% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,350 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $248K 0.21% 0 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: not loaded; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 2,000 shares 2,000 $239K 0.21% +1,750 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 715 shares; 2025Q3: 675 shares; 2025Q4: 635 shares; 2026Q1: 615 shares; 2026Q2: 550 shares 550 $212K 0.18% -65 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $162K 0.14% 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 loaded; 2024Q4: 2,966 shares; 2025Q1: 2,136 shares; 2025Q2: 2,200 shares; 2025Q3: 1,965 shares; 2025Q4: 430 shares; 2026Q1: 450 shares; 2026Q2: 415 shares 415 $148K 0.13% -35 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: 505 shares; 2025Q1: 365 shares; 2025Q2: 315 shares; 2025Q3: 300 shares; 2025Q4: 290 shares; 2026Q1: 285 shares; 2026Q2: 275 shares 275 $138K 0.12% -10 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: not reported; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $122K 0.1% 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: 625 shares; 2025Q1: 600 shares; 2025Q2: 575 shares; 2025Q3: 515 shares; 2025Q4: 919 shares; 2026Q1: 819 shares; 2026Q2: 415 shares 415 $117K 0.1% -404 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: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,725 shares; 2025Q3: 1,625 shares; 2025Q4: 1,475 shares; 2026Q1: 1,450 shares; 2026Q2: 1,425 shares 1,425 $116K 0.1% -25 Timeline VOLVO(AB) SER B NPV ISIN #S… VOLVO(AB) SER B NPV ISIN #SE00001… More: the full row for VOLVO(AB) SER B NPV ISIN #SE0000115446 SEDOL #B1QH830 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $114K 0.1% 0 VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 2,041 shares; 2026Q2: 2,041 shares 2,041 $103K 0.09% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,410 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,190 shares; 2025Q4: 1,100 shares; 2026Q1: 950 shares; 2026Q2: 935 shares 935 $90.3K 0.08% -15 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: not reported; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $89.4K 0.08% 0 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $88.8K 0.08% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: not reported; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $88.4K 0.08% 0 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: not loaded; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: not reported; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $86.6K 0.07% 0 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 loaded; 2024Q4: 14,740 shares; 2025Q1: 15,010 shares; 2025Q2: 15,010 shares; 2025Q3: 15,355 shares; 2025Q4: 3,747 shares; 2026Q1: 915 shares; 2026Q2: 590 shares 590 $82.4K 0.07% -325 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 loaded; 2024Q4: 1,681 shares; 2025Q1: 181 shares; 2025Q2: 238 shares; 2025Q3: 307 shares; 2025Q4: 25 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $81.7K 0.07% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $80.6K 0.07% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 350 shares; 2025Q3: 499 shares; 2025Q4: 350 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $78.9K 0.07% 0 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 loaded; 2024Q4: 279 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $74.7K 0.06% 0 Timeline VDC 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 loaded; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: not reported; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $73.7K 0.06% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $70.6K 0.06% 0 Timeline VIS 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 loaded; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: not reported; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $69.6K 0.06% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: not reported; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $68.1K 0.06% 0 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: 305 shares; 2025Q1: 195 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 113 shares; 2026Q1: 205 shares; 2026Q2: 190 shares 190 $67K 0.06% -15 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 loaded; 2024Q4: 595 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $66.7K 0.06% 0 Timeline VFH 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 loaded; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $65.8K 0.06% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $64.6K 0.06% 0 Timeline VBK 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: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 5 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $63.6K 0.05% 0 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 loaded; 2024Q4: 787 shares; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: not reported; 2026Q1: 736 shares; 2026Q2: 736 shares 736 $62.9K 0.05% 0 Timeline USMV 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: 1,358 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,158 shares; 2025Q4: 565 shares; 2026Q1: 608 shares; 2026Q2: 608 shares 608 $58.6K 0.05% 0 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: 1,324 shares; 2025Q1: 1,124 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $57K 0.05% 0 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: not loaded; 2024Q4: 2,712 shares; 2025Q1: 1,850 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 84 shares; 2026Q1: 949 shares; 2026Q2: 949 shares 949 $55.2K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 635 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $55K 0.05% 0 Timeline VCR 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 loaded; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: not reported; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $54.7K 0.05% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: not reported; 2026Q1: 421 shares; 2026Q2: 421 shares 421 $54K 0.05% 0 Timeline GNR 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: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $50.5K 0.04% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares; 2026Q2: 4,350 shares 4,350 $48.5K 0.04% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $44.7K 0.04% 0 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: not loaded; 2024Q4: 448 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 418 shares; 2025Q4: 100 shares; 2026Q1: 333 shares; 2026Q2: 323 shares 323 $41.6K 0.04% -10 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $36.4K 0.03% 0 Timeline VONV 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: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: not reported; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $32.5K 0.03% 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: 95 shares; 2025Q1: 95 shares; 2025Q2: 90 shares; 2025Q3: 65 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 55 shares 55 $31.9K 0.03% -5 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 80 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $31.5K 0.03% 0 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 loaded; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $30.8K 0.03% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $28.1K 0.02% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares 35 $26.7K 0.02% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 217 shares; 2026Q2: 180 shares 180 $26.7K 0.02% -37 Timeline VPU 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 loaded; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: not reported; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $26.6K 0.02% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 100 shares 100 $26K 0.02% new 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: not loaded; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $25.9K 0.02% 0 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 loaded; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 570 shares; 2025Q3: 314 shares; 2025Q4: 187 shares; 2026Q1: 489 shares; 2026Q2: 302 shares 302 $25K 0.02% -187 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $24.3K 0.02% 0 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 loaded; 2024Q4: 6,855 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $21.3K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 560 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $21.1K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $21K 0.02% 0 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS 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: 119 shares 119 $18.7K 0.02% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 35 shares 35 $17.7K 0.02% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $17.1K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 65 shares 65 $15.9K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN 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: 80 shares 80 $14.6K 0.01% new 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: 35 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $13.3K 0.01% 0 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: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 65 shares; 2025Q4: 100 shares; 2026Q1: 75 shares; 2026Q2: 70 shares 70 $13.3K 0.01% -5 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 172 shares 172 $13.1K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $12.6K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 39 shares 39 $12.4K 0.01% new Timeline IXC 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: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 250 shares 250 $12.3K 0.01% -100 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 loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.7K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 823 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 150 shares 150 $11.5K 0.01% -170 Timeline ARTY 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: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $9.52K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU 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: 68 shares 68 $9.39K 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 96 shares 96 $9.26K 0.01% +61 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: 225 shares; 2025Q1: 60 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 40 shares; 2026Q2: 25 shares 25 $8.18K 0.01% -15 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $8.12K 0.01% 0 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 loaded; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $7.93K 0.01% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 350 shares 350 $7.37K 0.01% new Timeline GFF GRIFFON CORP More: the full row for GRIFFON 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: not reported; 2026Q1: not reported; 2026Q2: 74 shares 74 $7.22K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 37 shares; 2026Q2: 37 shares 37 $7.02K 0.01% 0 Timeline IHAK 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: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $6.98K 0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 130 shares; 2026Q2: 50 shares 50 $6.88K 0.01% -80 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: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $6.88K 0.01% 0 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: 212 shares; 2025Q1: 77 shares; 2025Q2: 62 shares; 2025Q3: 42 shares; 2025Q4: 32 shares; 2026Q1: 27 shares; 2026Q2: 17 shares 17 $5.96K 0.01% -10 Timeline CVGI COMMERCIAL VEH GROUP INC More: the full row for COMMERCIAL VEH GROUP 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: 1,290 shares 1,290 $5.96K 0.01% new Timeline WQTM WISDOMTREE TR More: the full row for WISDOMTREE 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: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $5.67K <0.01% 0 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE 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: 19 shares 19 $5.53K <0.01% new Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL 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: 715 shares 715 $5.51K <0.01% new Timeline FTXG FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $5.23K <0.01% 0 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: 120 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $5.14K <0.01% 0 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: 110 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $4.97K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $4.92K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 50 shares 50 $4.8K <0.01% -50 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: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $4.5K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA 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: 33 shares 33 $4.5K <0.01% new 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; 2024Q3: not loaded; 2024Q4: 111 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $4.47K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 50 shares; 2026Q2: 35 shares 35 $4.44K <0.01% -15 Timeline IDRV 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: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $4.38K <0.01% 0 Timeline IYE 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: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $4.07K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $4.05K <0.01% new 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: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 45 shares; 2025Q4: 40 shares; 2026Q1: 27 shares; 2026Q2: 17 shares 17 $3.79K <0.01% -10 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS 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: 115 shares 115 $3.72K <0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 75 shares; 2026Q2: 50 shares 50 $3.72K <0.01% -25 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $3.71K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 25 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $3.64K <0.01% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 35 shares 35 $3.47K <0.01% -30 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.33K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $3.23K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 65 shares; 2026Q2: 50 shares 50 $3.14K <0.01% -15 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 15 shares; 2026Q2: 10 shares 10 $2.95K <0.01% -5 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 75 shares; 2026Q2: 35 shares 35 $2.78K <0.01% -40 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: 35 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 10 shares; 2026Q2: 5 shares 5 $2.6K <0.01% -5 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $2.53K <0.01% new Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG 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: 350 shares 350 $2.47K <0.01% new 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: not loaded; 2024Q4: 160 shares; 2025Q1: 60 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $2.45K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $2.33K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS 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: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $2.27K <0.01% new 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 85 shares; 2025Q4: 65 shares; 2026Q1: 35 shares; 2026Q2: 15 shares 15 $2.2K <0.01% -20 Timeline L OREAL SA ISIN #FR00001203… L OREAL SA ISIN #FR0000120321 SED… More: the full row for L OREAL SA ISIN #FR0000120321 SEDOL #4057808 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $2.19K <0.01% 0 SNAP SNAP INC More: the full row for SNAP 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: 480 shares 480 $2.13K <0.01% new 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: not loaded; 2024Q4: 100 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 10 shares; 2026Q2: 5 shares 5 $2.08K <0.01% -5 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115 $2K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.93K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 142 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 50 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.93K <0.01% 0 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $1.9K <0.01% 0 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: 525 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 20 shares; 2025Q4: 15 shares; 2026Q1: 10 shares; 2026Q2: 5 shares 5 $1.89K <0.01% -5 Timeline TOST TOAST INC More: the full row for TOAST 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: 67 shares 67 $1.86K <0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 50 shares; 2025Q4: 70 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $1.86K <0.01% 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: 35 shares; 2025Q1: 25 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.84K <0.01% 0 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP 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: 85 shares 85 $1.8K <0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 25 shares; 2026Q2: 15 shares 15 $1.77K <0.01% -10 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.75K <0.01% 0 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS 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: not reported; 2026Q1: not reported; 2026Q2: 420 shares 420 $1.75K <0.01% new 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: 165 shares; 2025Q1: 165 shares; 2025Q2: 115 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $1.74K <0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.71K <0.01% new Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED 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: 154 shares 154 $1.64K <0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 8 shares; 2026Q2: 3 shares 3 $1.56K <0.01% -5 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,379 shares; 2025Q3: 371 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 21 shares 21 $1.55K <0.01% -50 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $1.25K <0.01% 0 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: not loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 79 shares; 2026Q1: 29 shares; 2026Q2: 15 shares 15 $1.07K <0.01% -14 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: 22 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $950 <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH 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: 112 shares 112 $950 <0.01% new Timeline QUEBECOR INC CL A MULT VTG … QUEBECOR INC CL A MULT VTG ISIN #… More: the full row for QUEBECOR INC CL A MULT VTG ISIN #CA7481931094 SEDOL #2716695 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $885 <0.01% 0 CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 585 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 160 shares; 2025Q4: 85 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $859 <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $734 <0.01% 0 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS 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: 97 shares 97 $734 <0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $630 <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 75 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $477 <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 101 shares; 2025Q1: 80 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $443 <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares; 2026Q1: 11 shares; 2026Q2: 2 shares 2 $177 <0.01% -9 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $177 <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 54 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $165 <0.01% 0 Timeline CHGG CHEGG INC More: the full row for CHEGG 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: 120 shares 120 $121 <0.01% new Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $58 <0.01% 0 Timeline MGTI MGT CAPITAL INVESTMENTS INC CO More: the full row for MGT CAPITAL INVESTMENTS INC 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: not reported; 2026Q2: 34,000 shares 34,000 $54 <0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $46 <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP 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: 3 shares; 2026Q2: 1 shares 1 $36 <0.01% -2 Timeline MPVDF MOUNTAIN PROV DIAMONDS INC More: the full row for MOUNTAIN PROV DIAMONDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,001 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $28 <0.01% 0 Timeline FORW FORWARDLY INC More: the full row for FORWARDLY 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: 11,432 shares 11,432 $2 <0.01% new Timeline RWAX TAP REAL ESTATE TECHNOLOGIES, More: the full row for TAP REAL ESTATE TECHNOLOGIES, 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: 6,232 shares 6,232 $1 <0.01% new Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL 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: 87 shares 87 $0 0% new Value filed as zero, left out of ratios. Timeline BED BATH & BEYOND INC BED BATH & BEYOND INC More: the full row for BED BATH & BEYOND 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: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. CRYSTALLEX INTL CORP COM NPV CRYSTALLEX INTL CORP COM NPV More: the full row for CRYSTALLEX INTL CORP COM NPV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $0 0% 0 Value filed as zero, left out of ratios. GREAT BASIN GOLD COM NPV IS… GREAT BASIN GOLD COM NPV ISIN #CA… More: the full row for GREAT BASIN GOLD COM NPV ISIN #CA3901241057 SEDOL #B1GC868 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $0 0% 0 Value filed as zero, left out of ratios. SPIRE CORP SPIRE CORP More: the full row for SPIRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. SIBONEY CORP SIBONEY CORP More: the full row for SIBONEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $0 0% 0 Value filed as zero, left out of ratios.