MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,722 shares; 2023Q4: 40,278 shares; 2024Q1: 40,138 shares; 2024Q2: 40,278 shares; 2024Q3: 40,448 shares; 2024Q4: 39,453 shares; 2025Q1: 39,071 shares; 2025Q2: 42,743 shares 42,743 $21.3M 10.21% +3,672 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; 2023Q3: 63,007 shares; 2023Q4: 67,867 shares; 2024Q1: 73,552 shares; 2024Q2: 72,282 shares; 2024Q3: 71,882 shares; 2024Q4: 70,627 shares; 2025Q1: 71,140 shares; 2025Q2: 79,761 shares 79,761 $17.5M 8.4% +8,621 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,579 shares; 2023Q4: 8,604 shares; 2024Q1: 8,479 shares; 2024Q2: 84,790 shares; 2024Q3: 88,860 shares; 2024Q4: 87,381 shares; 2025Q1: 80,833 shares; 2025Q2: 77,236 shares 77,236 $12.2M 5.86% -3,597 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72,012 shares; 2023Q4: 70,722 shares; 2024Q1: 68,637 shares; 2024Q2: 65,742 shares; 2024Q3: 65,322 shares; 2024Q4: 62,867 shares; 2025Q1: 59,037 shares; 2025Q2: 58,307 shares 58,307 $12M 5.74% -730 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 58,702 shares; 2023Q4: 59,754 shares; 2024Q1: 60,530 shares; 2024Q2: 62,021 shares; 2024Q3: 62,292 shares; 2024Q4: 64,030 shares; 2025Q1: 64,600 shares; 2025Q2: 58,536 shares 58,536 $11.4M 5.48% -6,064 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; 2023Q3: 18,068 shares; 2023Q4: 18,073 shares; 2024Q1: 18,473 shares; 2024Q2: 18,572 shares; 2024Q3: 18,712 shares; 2024Q4: 18,942 shares; 2025Q1: 18,742 shares; 2025Q2: 19,172 shares 19,172 $9.31M 4.47% +430 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,590 shares; 2023Q4: 14,455 shares; 2024Q1: 14,490 shares; 2024Q2: 14,645 shares; 2024Q3: 14,645 shares; 2024Q4: 14,440 shares; 2025Q1: 14,054 shares; 2025Q2: 13,959 shares 13,959 $7.84M 3.77% -95 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 108,999 shares; 2023Q4: 104,937 shares; 2024Q1: 100,557 shares; 2024Q2: 94,948 shares; 2024Q3: 93,289 shares; 2024Q4: 90,138 shares; 2025Q1: 84,900 shares; 2025Q2: 80,704 shares 80,704 $7.42M 3.56% -4,196 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; 2023Q3: 29,290 shares; 2023Q4: 28,043 shares; 2024Q1: 29,628 shares; 2024Q2: 31,027 shares; 2024Q3: 31,518 shares; 2024Q4: 32,274 shares; 2025Q1: 33,681 shares; 2025Q2: 33,925 shares 33,925 $6.94M 3.33% +244 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 228,486 shares; 2023Q4: 219,370 shares; 2024Q1: 217,554 shares; 2024Q2: 214,182 shares; 2024Q3: 215,815 shares; 2024Q4: 211,522 shares; 2025Q1: 209,347 shares; 2025Q2: 197,023 shares 197,023 $6.04M 2.9% -12,324 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; 2023Q3: 17,479 shares; 2023Q4: 17,359 shares; 2024Q1: 17,134 shares; 2024Q2: 16,934 shares; 2024Q3: 16,684 shares; 2024Q4: 16,584 shares; 2025Q1: 16,384 shares; 2025Q2: 16,582 shares 16,582 $4.81M 2.31% +198 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; 2023Q3: 4,145 shares; 2023Q4: 4,100 shares; 2024Q1: 4,200 shares; 2024Q2: 4,265 shares; 2024Q3: 4,260 shares; 2024Q4: 4,205 shares; 2025Q1: 4,374 shares; 2025Q2: 4,580 shares 4,580 $4.53M 2.18% +206 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; 2023Q3: 16,122 shares; 2023Q4: 16,039 shares; 2024Q1: 16,614 shares; 2024Q2: 16,889 shares; 2024Q3: 17,079 shares; 2024Q4: 16,964 shares; 2025Q1: 17,755 shares; 2025Q2: 18,156 shares 18,156 $4.51M 2.16% +401 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,025 shares; 2024Q2: 17,100 shares; 2024Q3: 17,550 shares; 2024Q4: 17,760 shares; 2025Q1: 27,880 shares; 2025Q2: 38,150 shares 38,150 $4.3M 2.06% +10,270 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,182 shares; 2023Q4: 16,038 shares; 2024Q1: 16,683 shares; 2024Q2: 18,108 shares; 2024Q3: 18,116 shares; 2024Q4: 19,160 shares; 2025Q1: 21,200 shares; 2025Q2: 24,117 shares 24,117 $4.26M 2.05% +2,917 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; 2023Q3: 55,268 shares; 2023Q4: 55,004 shares; 2024Q1: 56,010 shares; 2024Q2: 55,729 shares; 2024Q3: 55,657 shares; 2024Q4: 56,977 shares; 2025Q1: 59,097 shares; 2025Q2: 61,957 shares 61,957 $3.53M 1.7% +2,860 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 77,318 shares; 2023Q4: 66,418 shares; 2024Q1: 62,658 shares; 2024Q2: 58,476 shares; 2024Q3: 58,076 shares; 2024Q4: 113,582 shares; 2025Q1: 120,008 shares; 2025Q2: 125,123 shares 125,123 $3.34M 1.6% +5,115 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,545 shares; 2023Q4: 29,145 shares; 2024Q1: 35,195 shares; 2024Q2: 39,445 shares; 2024Q3: 44,725 shares; 2024Q4: 47,475 shares; 2025Q1: 52,750 shares; 2025Q2: 52,300 shares 52,300 $2.97M 1.43% -450 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,844 shares; 2023Q4: 7,495 shares; 2024Q1: 7,495 shares; 2024Q2: 7,496 shares; 2024Q3: 7,471 shares; 2024Q4: 7,322 shares; 2025Q1: 7,323 shares; 2025Q2: 7,323 shares 7,323 $2.9M 1.39% 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; 2023Q3: not reported; 2023Q4: 51 shares; 2024Q1: 29,723 shares; 2024Q2: 29,723 shares; 2024Q3: 29,723 shares; 2024Q4: 29,723 shares; 2025Q1: 27,583 shares; 2025Q2: 25,443 shares 25,443 $2.54M 1.22% -2,140 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,473 shares; 2023Q4: 13,378 shares; 2024Q1: 13,418 shares; 2024Q2: 13,743 shares; 2024Q3: 13,743 shares; 2024Q4: 13,608 shares; 2025Q1: 13,340 shares; 2025Q2: 13,619 shares 13,619 $2.53M 1.21% +279 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,420 shares; 2023Q4: 21,015 shares; 2024Q1: 22,525 shares; 2024Q2: 22,661 shares; 2024Q3: 25,470 shares; 2024Q4: 25,150 shares; 2025Q1: 25,095 shares; 2025Q2: 24,765 shares 24,765 $2.19M 1.05% -330 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,615 shares; 2023Q4: 16,713 shares; 2024Q1: 16,721 shares; 2024Q2: 17,054 shares; 2024Q3: 17,412 shares; 2024Q4: 17,220 shares; 2025Q1: 16,880 shares; 2025Q2: 17,541 shares 17,541 $2.09M 1% +661 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,385 shares; 2023Q4: 7,965 shares; 2024Q1: 9,395 shares; 2024Q2: 9,445 shares; 2024Q3: 10,405 shares; 2024Q4: 10,555 shares; 2025Q1: 10,955 shares; 2025Q2: 11,839 shares 11,839 $2.09M 1% +884 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,656 shares; 2023Q4: 18,483 shares; 2024Q1: 19,183 shares; 2024Q2: 19,178 shares; 2024Q3: 18,913 shares; 2024Q4: 18,191 shares; 2025Q1: 18,616 shares; 2025Q2: 18,616 shares 18,616 $1.97M 0.94% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 97,617 shares; 2023Q4: 92,153 shares; 2024Q1: 92,222 shares; 2024Q2: 92,265 shares; 2024Q3: 93,612 shares; 2024Q4: 95,184 shares; 2025Q1: 95,257 shares; 2025Q2: 95,332 shares 95,332 $1.7M 0.81% +75 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,790 shares; 2023Q4: 38,690 shares; 2024Q1: 38,690 shares; 2024Q2: 38,190 shares; 2024Q3: 36,890 shares; 2024Q4: 35,040 shares; 2025Q1: 35,440 shares; 2025Q2: 36,440 shares 36,440 $1.63M 0.78% +1,000 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; 2023Q3: 8,620 shares; 2023Q4: 12,665 shares; 2024Q1: 14,031 shares; 2024Q2: 14,473 shares; 2024Q3: 14,554 shares; 2024Q4: 14,335 shares; 2025Q1: 14,344 shares; 2025Q2: 14,520 shares 14,520 $1.57M 0.75% +176 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,875 shares; 2023Q4: 2,898 shares; 2024Q1: 3,118 shares; 2024Q2: 3,122 shares; 2024Q3: 3,123 shares; 2024Q4: 3,305 shares; 2025Q1: 3,452 shares; 2025Q2: 3,378 shares 3,378 $1.56M 0.75% -74 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; 2023Q3: 4,940 shares; 2023Q4: 4,940 shares; 2024Q1: 4,930 shares; 2024Q2: 5,060 shares; 2024Q3: 4,940 shares; 2024Q4: 4,900 shares; 2025Q1: 4,890 shares; 2025Q2: 4,915 shares 4,915 $1.53M 0.74% +25 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; 2023Q3: 965 shares; 2023Q4: 965 shares; 2024Q1: 965 shares; 2024Q2: 965 shares; 2024Q3: 965 shares; 2024Q4: 1,390 shares; 2025Q1: 5,840 shares; 2025Q2: 5,850 shares 5,850 $1.32M 0.64% +10 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; 2023Q3: 2,339 shares; 2023Q4: 1,893 shares; 2024Q1: 1,893 shares; 2024Q2: 1,818 shares; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,870 shares; 2025Q2: 1,868 shares 1,868 $1.32M 0.63% -2 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; 2023Q3: 10,411 shares; 2023Q4: 8,268 shares; 2024Q1: 8,118 shares; 2024Q2: 8,593 shares; 2024Q3: 9,673 shares; 2024Q4: 38,644 shares; 2025Q1: 37,871 shares; 2025Q2: 47,498 shares 47,498 $1.26M 0.6% +9,627 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,493 shares; 2023Q4: 8,258 shares; 2024Q1: 9,153 shares; 2024Q2: 8,968 shares; 2024Q3: 9,692 shares; 2024Q4: 9,647 shares; 2025Q1: 9,135 shares; 2025Q2: 7,900 shares 7,900 $1.26M 0.6% -1,235 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; 2023Q3: 10,792 shares; 2023Q4: 10,792 shares; 2024Q1: 11,642 shares; 2024Q2: 11,922 shares; 2024Q3: 11,882 shares; 2024Q4: 11,697 shares; 2025Q1: 10,604 shares; 2025Q2: 8,672 shares 8,672 $1.23M 0.59% -1,932 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,423 shares; 2023Q4: 8,648 shares; 2024Q1: 8,816 shares; 2024Q2: 9,121 shares; 2024Q3: 9,231 shares; 2024Q4: 8,865 shares; 2025Q1: 9,065 shares; 2025Q2: 9,293 shares 9,293 $1.23M 0.59% +228 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; 2023Q3: 40,393 shares; 2023Q4: 29,684 shares; 2024Q1: 26,880 shares; 2024Q2: 25,398 shares; 2024Q3: 23,351 shares; 2024Q4: 24,181 shares; 2025Q1: 24,232 shares; 2025Q2: 24,221 shares 24,221 $1.2M 0.58% -11 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,341 shares; 2023Q4: 7,311 shares; 2024Q1: 8,626 shares; 2024Q2: 9,296 shares; 2024Q3: 9,424 shares; 2024Q4: 9,699 shares; 2025Q1: 10,174 shares; 2025Q2: 10,274 shares 10,274 $1.19M 0.57% +100 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,092 shares; 2023Q4: 1,854 shares; 2024Q1: 5,007 shares; 2024Q2: 5,744 shares; 2024Q3: 6,558 shares; 2024Q4: 6,961 shares; 2025Q1: 8,382 shares; 2025Q2: 13,030 shares 13,030 $1.17M 0.56% +4,648 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,495 shares; 2023Q4: 8,920 shares; 2024Q1: 8,920 shares; 2024Q2: 8,760 shares; 2024Q3: 8,680 shares; 2024Q4: 8,680 shares; 2025Q1: 8,588 shares; 2025Q2: 8,623 shares 8,623 $1.17M 0.56% +35 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; 2023Q3: 6,557 shares; 2023Q4: 4,118 shares; 2024Q1: 4,068 shares; 2024Q2: 3,988 shares; 2024Q3: 3,633 shares; 2024Q4: 3,478 shares; 2025Q1: 3,478 shares; 2025Q2: 3,178 shares 3,178 $1.17M 0.56% -300 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 5,538 shares; 2024Q1: 11,148 shares; 2024Q2: 12,223 shares; 2024Q3: 13,258 shares; 2024Q4: 14,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,778 shares 15,778 $1.09M 0.52% +678 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,495 shares; 2025Q2: 11,495 shares 11,495 $1.06M 0.51% 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; 2023Q3: 1,212 shares; 2023Q4: 1,273 shares; 2024Q1: 1,198 shares; 2024Q2: 1,300 shares; 2024Q3: 1,319 shares; 2024Q4: 1,319 shares; 2025Q1: 1,319 shares; 2025Q2: 1,358 shares 1,358 $1M 0.48% +39 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 6,500 shares; 2025Q2: 11,810 shares 11,810 $919K 0.44% +5,310 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares; 2024Q1: 2,450 shares; 2024Q2: 2,450 shares; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: 2,479 shares; 2025Q2: 2,540 shares 2,540 $902K 0.43% +61 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,201 shares; 2023Q4: 12,345 shares; 2024Q1: 12,345 shares; 2024Q2: 12,045 shares; 2024Q3: 12,045 shares; 2024Q4: 11,745 shares; 2025Q1: 11,245 shares; 2025Q2: 12,165 shares 12,165 $850K 0.41% +920 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,038 shares; 2023Q4: 4,390 shares; 2024Q1: 4,390 shares; 2024Q2: 4,390 shares; 2024Q3: 4,390 shares; 2024Q4: 4,390 shares; 2025Q1: 4,140 shares; 2025Q2: 3,896 shares 3,896 $816K 0.39% -244 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; 2023Q3: not reported; 2023Q4: 520 shares; 2024Q1: 2,056 shares; 2024Q2: 2,326 shares; 2024Q3: 2,326 shares; 2024Q4: 2,326 shares; 2025Q1: 2,483 shares; 2025Q2: 2,558 shares 2,558 $816K 0.39% +75 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,989 shares; 2023Q4: 22,562 shares; 2024Q1: 25,313 shares; 2024Q2: 25,070 shares; 2024Q3: 25,221 shares; 2024Q4: 23,658 shares; 2025Q1: 22,961 shares; 2025Q2: 14,476 shares 14,476 $800K 0.38% -8,485 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; 2023Q3: 908 shares; 2023Q4: 808 shares; 2024Q1: 941 shares; 2024Q2: 1,016 shares; 2024Q3: 1,111 shares; 2024Q4: 1,076 shares; 2025Q1: 1,121 shares; 2025Q2: 1,071 shares 1,071 $710K 0.34% -50 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; 2023Q3: 104 shares; 2023Q4: 779 shares; 2024Q1: 506 shares; 2024Q2: 566 shares; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 2,322 shares; 2025Q2: 2,322 shares 2,322 $706K 0.34% 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; 2023Q3: 9,530 shares; 2023Q4: 7,913 shares; 2024Q1: 7,930 shares; 2024Q2: 7,757 shares; 2024Q3: 7,784 shares; 2024Q4: 8,422 shares; 2025Q1: 8,440 shares; 2025Q2: 8,471 shares 8,471 $702K 0.34% +31 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; 2023Q3: 15,905 shares; 2023Q4: 14,955 shares; 2024Q1: 14,705 shares; 2024Q2: 14,100 shares; 2024Q3: 14,100 shares; 2024Q4: 13,800 shares; 2025Q1: 14,118 shares; 2025Q2: 14,314 shares 14,314 $702K 0.34% +196 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,546 shares; 2023Q4: 15,286 shares; 2024Q1: 12,157 shares; 2024Q2: 7,102 shares; 2024Q3: 6,847 shares; 2024Q4: 6,547 shares; 2025Q1: 6,397 shares; 2025Q2: 6,147 shares 6,147 $682K 0.33% -250 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; 2023Q3: 4,025 shares; 2023Q4: 4,025 shares; 2024Q1: 3,925 shares; 2024Q2: 3,825 shares; 2024Q3: 3,825 shares; 2024Q4: 3,675 shares; 2025Q1: 3,491 shares; 2025Q2: 2,866 shares 2,866 $667K 0.32% -625 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,315 shares; 2023Q4: 2,315 shares; 2024Q1: 2,315 shares; 2024Q2: 2,315 shares; 2024Q3: 2,280 shares; 2024Q4: 2,150 shares; 2025Q1: 2,285 shares; 2025Q2: 2,285 shares 2,285 $639K 0.31% 0 Timeline 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; 2023Q3: 15,600 shares; 2023Q4: 13,400 shares; 2024Q1: 14,600 shares; 2024Q2: 12,045 shares; 2024Q3: 11,645 shares; 2024Q4: 11,545 shares; 2025Q1: 11,545 shares; 2025Q2: 12,620 shares 12,620 $634K 0.3% +1,075 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 908 shares; 2023Q4: 964 shares; 2024Q1: 1,798 shares; 2024Q2: 1,783 shares; 2024Q3: 1,758 shares; 2024Q4: 1,804 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares 1,829 $621K 0.3% 0 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; 2023Q3: 2,327 shares; 2023Q4: 2,614 shares; 2024Q1: 2,614 shares; 2024Q2: 2,614 shares; 2024Q3: 2,614 shares; 2024Q4: 2,643 shares; 2025Q1: 2,616 shares; 2025Q2: 2,582 shares 2,582 $612K 0.29% -34 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares 1,362 $578K 0.28% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,348 shares; 2023Q4: 14,108 shares; 2024Q1: 13,333 shares; 2024Q2: 13,333 shares; 2024Q3: 9,983 shares; 2024Q4: 9,983 shares; 2025Q1: 10,068 shares; 2025Q2: 9,669 shares 9,669 $567K 0.27% -399 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 930 shares; 2023Q4: 830 shares; 2024Q1: 830 shares; 2024Q2: 830 shares; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 905 shares; 2025Q2: 2,145 shares 2,145 $511K 0.25% +1,240 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; 2023Q3: 115 shares; 2023Q4: 538 shares; 2024Q1: 538 shares; 2024Q2: 538 shares; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 869 shares; 2025Q2: 836 shares 836 $475K 0.23% -33 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,383 shares; 2025Q1: 1,638 shares; 2025Q2: 1,663 shares 1,663 $467K 0.22% +25 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; 2023Q3: 3,275 shares; 2023Q4: 4,775 shares; 2024Q1: 5,925 shares; 2024Q2: 5,925 shares; 2024Q3: 6,025 shares; 2024Q4: 5,960 shares; 2025Q1: 5,710 shares; 2025Q2: 5,010 shares 5,010 $457K 0.22% -700 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,140 shares; 2023Q4: 2,190 shares; 2024Q1: 2,390 shares; 2024Q2: 2,390 shares; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,490 shares; 2025Q2: 2,545 shares 2,545 $451K 0.22% +55 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,146 shares; 2025Q2: 6,146 shares 6,146 $431K 0.21% 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; 2023Q3: 5,200 shares; 2023Q4: 5,095 shares; 2024Q1: 5,095 shares; 2024Q2: 4,430 shares; 2024Q3: 4,280 shares; 2024Q4: 3,895 shares; 2025Q1: 3,895 shares; 2025Q2: 3,575 shares 3,575 $429K 0.21% -320 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,930 shares; 2023Q4: 3,965 shares; 2024Q1: 3,965 shares; 2024Q2: 3,965 shares; 2024Q3: 3,965 shares; 2024Q4: 3,490 shares; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares 3,565 $391K 0.19% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 325 shares; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 460 shares; 2025Q2: 499 shares 499 $389K 0.19% +39 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; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 475 shares; 2024Q2: 570 shares; 2024Q3: 570 shares; 2024Q4: 620 shares; 2025Q1: 871 shares; 2025Q2: 871 shares 871 $382K 0.18% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,140 shares; 2023Q4: 24,355 shares; 2024Q1: 23,555 shares; 2024Q2: 24,055 shares; 2024Q3: 21,780 shares; 2024Q4: 19,830 shares; 2025Q1: 17,660 shares; 2025Q2: 14,560 shares 14,560 $374K 0.18% -3,100 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,256 shares; 2023Q4: 5,368 shares; 2024Q1: 6,043 shares; 2024Q2: 6,112 shares; 2024Q3: 6,265 shares; 2024Q4: 6,265 shares; 2025Q1: 5,865 shares; 2025Q2: 4,257 shares 4,257 $289K 0.14% -1,608 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; 2023Q3: 5,655 shares; 2023Q4: 6,635 shares; 2024Q1: 7,301 shares; 2024Q2: 7,277 shares; 2024Q3: 7,227 shares; 2024Q4: 7,002 shares; 2025Q1: 5,897 shares; 2025Q2: 3,759 shares 3,759 $279K 0.13% -2,138 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,800 shares; 2024Q1: 3,500 shares; 2024Q2: 3,513 shares; 2024Q3: 4,025 shares; 2024Q4: 4,042 shares; 2025Q1: 4,651 shares; 2025Q2: 4,665 shares 4,665 $262K 0.13% +14 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares 2,830 $253K 0.12% 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; 2023Q3: 4,765 shares; 2023Q4: 4,765 shares; 2024Q1: 4,505 shares; 2024Q2: 4,505 shares; 2024Q3: 4,505 shares; 2024Q4: 3,755 shares; 2025Q1: 3,764 shares; 2025Q2: 3,135 shares 3,135 $248K 0.12% -629 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; 2023Q3: 3,484 shares; 2023Q4: 3,490 shares; 2024Q1: 3,492 shares; 2024Q2: 3,495 shares; 2024Q3: 3,497 shares; 2024Q4: 3,503 shares; 2025Q1: 3,523 shares; 2025Q2: 3,518 shares 3,518 $243K 0.12% -5 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares 1,320 $229K 0.11% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares 2,307 $197K 0.09% 0 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; 2023Q3: 244 shares; 2023Q4: 264 shares; 2024Q1: 429 shares; 2024Q2: 534 shares; 2024Q3: 534 shares; 2024Q4: 534 shares; 2025Q1: 709 shares; 2025Q2: 584 shares 584 $175K 0.08% -125 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares 1,450 $170K 0.08% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: 1,290 shares 1,290 $159K 0.08% +200 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,919 shares; 2023Q4: 27,209 shares; 2024Q1: 27,488 shares; 2024Q2: 27,778 shares; 2024Q3: 28,081 shares; 2024Q4: 25,733 shares; 2025Q1: 26,048 shares; 2025Q2: 18,428 shares 18,428 $154K 0.07% -7,620 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 32 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 478 shares 478 $132K 0.06% +108 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; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 1,350 shares 1,350 $120K 0.06% -650 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,515 shares 5,515 $115K 0.06% new Timeline VTEI 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 950 shares; 2025Q2: 1,150 shares 1,150 $113K 0.05% +200 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $100K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,572 shares; 2023Q4: 3,572 shares; 2024Q1: 3,572 shares; 2024Q2: 3,572 shares; 2024Q3: 3,407 shares; 2024Q4: 3,407 shares; 2025Q1: 3,407 shares; 2025Q2: 4,109 shares 4,109 $99.6K 0.05% +702 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; 2023Q3: 676 shares; 2023Q4: 676 shares; 2024Q1: 676 shares; 2024Q2: 676 shares; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares 676 $95.9K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 220 shares; 2023Q4: 220 shares; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares 220 $85.4K 0.04% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 250 shares; 2025Q1: 1,108 shares; 2025Q2: 1,208 shares 1,208 $83.9K 0.04% +100 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,305 shares; 2023Q4: 1,305 shares; 2024Q1: 1,305 shares; 2024Q2: 1,305 shares; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares 1,305 $82.4K 0.04% 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; 2023Q3: 100 shares; 2023Q4: 350 shares; 2024Q1: 1,640 shares; 2024Q2: 2,779 shares; 2024Q3: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 2,677 shares; 2025Q2: 1,210 shares 1,210 $75.8K 0.04% -1,467 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares 1,180 $70.5K 0.03% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares 1,128 $67.7K 0.03% 0 Timeline IVOO 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; 2023Q3: 756 shares; 2023Q4: 756 shares; 2024Q1: 756 shares; 2024Q2: 756 shares; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares 631 $66.2K 0.03% 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; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares 800 $63.6K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3 shares; 2023Q4: 4 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 17 shares; 2025Q1: 24 shares; 2025Q2: 24 shares 24 $62.7K 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; 2023Q3: 255 shares; 2023Q4: 255 shares; 2024Q1: 1,275 shares; 2024Q2: 1,275 shares; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 2,269 shares; 2025Q2: 1,000 shares 1,000 $62K 0.03% -1,269 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 103 shares 103 $56.8K 0.03% +93 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: 500 shares 500 $54.6K 0.03% -545 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 840 shares; 2023Q4: 840 shares; 2024Q1: 840 shares; 2024Q2: 840 shares; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 600 shares 600 $54.6K 0.03% -240 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 275 shares 275 $53K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 537 shares; 2023Q4: 537 shares; 2024Q1: 537 shares; 2024Q2: 537 shares; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 573 shares 573 $52.6K 0.03% +36 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $52.3K 0.03% 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; 2023Q3: 213 shares; 2023Q4: 213 shares; 2024Q1: 213 shares; 2024Q2: 213 shares; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 363 shares; 2025Q2: 363 shares 363 $48.4K 0.02% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 544 shares; 2023Q4: 546 shares; 2024Q1: 547 shares; 2024Q2: 547 shares; 2024Q3: 549 shares; 2024Q4: 1,651 shares; 2025Q1: 1,897 shares; 2025Q2: 1,900 shares 1,900 $45.3K 0.02% +3 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 187 shares 187 $40.9K 0.02% +177 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 91 shares; 2024Q2: 91 shares; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $35.4K 0.02% 0 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; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 415 shares; 2025Q2: 415 shares 415 $35.2K 0.02% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,431 shares 1,431 $32.6K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,319 shares 1,319 $32.2K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 1,350 shares 1,350 $29.8K 0.01% +1,242 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $29.6K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $27.9K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 558 shares; 2025Q2: 558 shares 558 $27.3K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 96 shares; 2024Q1: 96 shares; 2024Q2: 96 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $25.7K 0.01% 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; 2023Q3: 26 shares; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $25.5K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $23.4K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 171 shares 171 $23.1K 0.01% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 277 shares 277 $21.5K 0.01% new Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares 500 $21.2K 0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares 2,550 $21.1K 0.01% 0 Timeline PCEF 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; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $19.5K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18 shares; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares 18 $18.5K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $18.3K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $18.3K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares 400 $16.5K 0.01% new Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 465 shares; 2023Q4: 465 shares; 2024Q1: 465 shares; 2024Q2: 465 shares; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares 465 $16K 0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares 101 $15.5K 0.01% new 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; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $15.2K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 526 shares 526 $13.3K 0.01% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500 $12.7K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares 66 $12.3K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares 200 $12.1K 0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares 61 $12K 0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566 shares 566 $12K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 377 shares 377 $11.4K 0.01% +137 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171 shares 171 $11.1K 0.01% new 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; 2023Q3: 945 shares; 2023Q4: 945 shares; 2024Q1: 945 shares; 2024Q2: 945 shares; 2024Q3: 865 shares; 2024Q4: 465 shares; 2025Q1: 547 shares; 2025Q2: 82 shares 82 $10.2K <0.01% -465 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares 142 $9.08K <0.01% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares 25 $8.93K <0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares 30 $8.56K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares 235 $8.08K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $7.93K <0.01% 0 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; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $6.87K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares 200 $6.78K <0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares 47 $6.62K <0.01% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares 22 $6.43K <0.01% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares 65 $6.36K <0.01% 0 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256 shares 256 $6.35K <0.01% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares 220 $6.28K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares 61 $5.84K <0.01% new Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares 140 $5.74K <0.01% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares 75 $5.55K <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares 65 $5.34K <0.01% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: 37 shares 37 $5.3K <0.01% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares 219 $5.14K <0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares 77 $4.92K <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 300 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 100 shares 100 $4.86K <0.01% -250 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares 100 $4.81K <0.01% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares 93 $4.76K <0.01% new Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares 180 $4.58K <0.01% new Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares 48 $4.51K <0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 30 shares 30 $4.38K <0.01% -4 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares 15 $4.35K <0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares 52 $3.9K <0.01% new Timeline BKLN 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183 shares 183 $3.83K <0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $3.76K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $3.5K <0.01% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares 53 $3.47K <0.01% new Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,381 shares; 2023Q4: 8,381 shares; 2024Q1: 8,381 shares; 2024Q2: 8,381 shares; 2024Q3: 8,381 shares; 2024Q4: 8,381 shares; 2025Q1: 8,381 shares; 2025Q2: 8,381 shares 8,381 $3.47K <0.01% 0 GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares 11 $3.21K <0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,392 shares; 2023Q4: 2,392 shares; 2024Q1: 2,392 shares; 2024Q2: 2,392 shares; 2024Q3: 2,392 shares; 2024Q4: 2,392 shares; 2025Q1: 2,392 shares; 2025Q2: 2,392 shares 2,392 $3.16K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 30 shares 30 $3.13K <0.01% +1 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares 35 $3.05K <0.01% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $3.04K <0.01% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares 13 $2.84K <0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 75 shares; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 17 shares; 2025Q2: 17 shares 17 $2.59K <0.01% 0 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 806 shares; 2023Q4: 806 shares; 2024Q1: 806 shares; 2024Q2: 806 shares; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 806 shares 806 $2.54K <0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares 25 $2.52K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares 100 $2.04K <0.01% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares 17 $1.94K <0.01% new Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares 73 $1.94K <0.01% new 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; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares 3 $1.85K <0.01% 0 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $1.69K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31 shares; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 65 shares; 2025Q1: 66 shares; 2025Q2: 66 shares 66 $1.62K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares 52 $1.21K <0.01% new Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $979 <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares 83 $742 <0.01% new Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares 52 $735 <0.01% new Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares 37 $565 <0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,623 shares; 2023Q4: 5,073 shares; 2024Q1: 4,636 shares; 2024Q2: 3,377 shares; 2024Q3: 3,202 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $493 <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares 4 $303 <0.01% 0 Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares 20 $158 <0.01% new Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $61 <0.01% 0 Timeline AYTU AYTU BIOPHARMA INC More: the full row for AYTU BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $22 <0.01% 0 Timeline