ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 942,915 shares; 2024Q2: 487,332 shares; 2024Q3: 472,395 shares; 2024Q4: 470,908 shares; 2025Q1: 462,849 shares; 2025Q2: 456,348 shares; 2025Q3: 451,392 shares; 2025Q4: 447,667 shares 447,667 $66.6M 8.8% -3,725 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 39,187 shares; 2024Q2: 1,064,990 shares; 2024Q3: 755,162 shares; 2024Q4: 860,342 shares; 2025Q1: 877,803 shares; 2025Q2: 825,956 shares; 2025Q3: 818,066 shares; 2025Q4: 812,351 shares 812,351 $65.2M 8.62% -5,715 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 351,527 shares; 2024Q2: 356,759 shares; 2024Q3: 830,932 shares; 2024Q4: 963,761 shares; 2025Q1: 925,108 shares; 2025Q2: 920,520 shares; 2025Q3: 906,137 shares; 2025Q4: 893,720 shares 893,720 $61.2M 8.09% -12,417 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,173,226 shares; 2024Q2: 1,168,735 shares; 2024Q3: 1,185,908 shares; 2024Q4: 1,229,100 shares; 2025Q1: 1,216,386 shares; 2025Q2: 1,211,498 shares; 2025Q3: 1,210,003 shares; 2025Q4: 1,199,151 shares 1,199,151 $57.7M 7.63% -10,852 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,791,122 shares; 2025Q3: 1,785,020 shares; 2025Q4: 1,778,177 shares 1,778,177 $55.1M 7.29% -6,843 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 751,340 shares; 2024Q2: 756,150 shares; 2024Q3: 777,927 shares; 2024Q4: 818,019 shares; 2025Q1: 822,041 shares; 2025Q2: 827,665 shares; 2025Q3: 833,162 shares; 2025Q4: 831,660 shares 831,660 $50M 6.62% -1,502 Timeline JMTG 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 952,200 shares; 2025Q4: 965,974 shares 965,974 $49.3M 6.52% +13,774 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 166,520 shares; 2024Q2: 122,983 shares; 2024Q3: 121,700 shares; 2024Q4: 137,028 shares; 2025Q1: 134,790 shares; 2025Q2: 132,437 shares; 2025Q3: 131,971 shares; 2025Q4: 130,797 shares 130,797 $43.9M 5.8% -1,174 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,178,397 shares; 2024Q2: 1,205,857 shares; 2024Q3: 1,257,842 shares; 2024Q4: 1,404,265 shares; 2025Q1: 1,402,556 shares; 2025Q2: 1,399,196 shares; 2025Q3: 1,419,678 shares; 2025Q4: 1,450,509 shares 1,450,509 $41.8M 5.53% +30,831 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 656,073 shares; 2024Q4: 721,765 shares; 2025Q1: 500,225 shares; 2025Q2: 747,975 shares; 2025Q3: 742,857 shares; 2025Q4: 730,973 shares 730,973 $28M 3.71% -11,884 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 717,206 shares; 2024Q2: 765,444 shares; 2024Q3: 788,330 shares; 2024Q4: 917,131 shares; 2025Q1: 927,735 shares; 2025Q2: 917,946 shares; 2025Q3: 943,819 shares; 2025Q4: 928,154 shares 928,154 $24.6M 3.25% -15,665 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 267,635 shares; 2024Q2: 274,786 shares; 2024Q3: 261,781 shares; 2024Q4: 279,735 shares; 2025Q1: 277,410 shares; 2025Q2: 281,546 shares; 2025Q3: 278,341 shares; 2025Q4: 277,873 shares 277,873 $23.4M 3.1% -468 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; 2024Q1: 26,740 shares; 2024Q2: 31,509 shares; 2024Q3: 39,999 shares; 2024Q4: 44,337 shares; 2025Q1: 44,381 shares; 2025Q2: 44,921 shares; 2025Q3: 46,147 shares; 2025Q4: 45,530 shares 45,530 $22.2M 2.94% -617 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 52,309 shares; 2024Q2: 51,535 shares; 2024Q3: 51,458 shares; 2024Q4: 51,415 shares; 2025Q1: 51,139 shares; 2025Q2: 50,846 shares; 2025Q3: 50,371 shares; 2025Q4: 50,376 shares 50,376 $19.5M 2.58% +5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 45,464 shares; 2024Q2: 45,274 shares; 2024Q3: 44,610 shares; 2024Q4: 43,606 shares; 2025Q1: 41,560 shares; 2025Q2: 40,574 shares; 2025Q3: 39,244 shares; 2025Q4: 37,249 shares 37,249 $17.6M 2.33% -1,995 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,659 shares; 2024Q2: 36,454 shares; 2024Q3: 36,391 shares; 2024Q4: 61,038 shares; 2025Q1: 61,030 shares; 2025Q2: 60,752 shares; 2025Q3: 60,722 shares; 2025Q4: 45,531 shares 45,531 $12.4M 1.64% -15,191 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 250,216 shares; 2024Q2: 268,352 shares; 2024Q3: 266,578 shares; 2024Q4: 272,966 shares; 2025Q1: 270,778 shares; 2025Q2: 272,488 shares; 2025Q3: 268,286 shares; 2025Q4: 270,178 shares 270,178 $12.2M 1.61% +1,892 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 341,462 shares; 2024Q2: 354,333 shares; 2024Q3: 362,446 shares; 2024Q4: 396,433 shares; 2025Q1: 394,108 shares; 2025Q2: 392,507 shares; 2025Q3: 397,989 shares; 2025Q4: 406,398 shares 406,398 $11.9M 1.57% +8,409 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; 2024Q1: 148,730 shares; 2024Q2: 152,201 shares; 2024Q3: 152,902 shares; 2024Q4: 162,362 shares; 2025Q1: 158,584 shares; 2025Q2: 162,414 shares; 2025Q3: 164,084 shares; 2025Q4: 191,387 shares 191,387 $10.7M 1.41% +27,303 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 108,998 shares; 2024Q4: 107,551 shares; 2025Q1: 107,106 shares; 2025Q2: 107,487 shares; 2025Q3: 105,316 shares; 2025Q4: 103,049 shares 103,049 $10.1M 1.33% -2,267 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 119,350 shares; 2024Q2: 121,370 shares; 2024Q3: 125,279 shares; 2024Q4: 129,625 shares; 2025Q1: 127,630 shares; 2025Q2: 127,700 shares; 2025Q3: 121,010 shares; 2025Q4: 119,705 shares 119,705 $8.53M 1.13% -1,305 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,128 shares; 2025Q2: 155,676 shares; 2025Q3: 152,241 shares; 2025Q4: 151,187 shares 151,187 $6.68M 0.88% -1,054 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,966 shares; 2025Q3: 91,184 shares; 2025Q4: 89,713 shares 89,713 $6.43M 0.85% -1,471 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 7,005 shares; 2025Q3: 7,366 shares; 2025Q4: 8,080 shares 8,080 $5.07M 0.67% +714 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,671 shares; 2024Q2: 10,637 shares; 2024Q3: 10,636 shares; 2024Q4: 10,637 shares; 2025Q1: 10,688 shares; 2025Q2: 10,713 shares; 2025Q3: 12,493 shares; 2025Q4: 12,494 shares 12,494 $3.82M 0.5% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 39,603 shares; 2025Q1: 39,603 shares; 2025Q2: 39,603 shares; 2025Q3: 39,603 shares; 2025Q4: 39,603 shares 39,603 $2.99M 0.4% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,199 shares; 2024Q2: 1,352 shares; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 2,295 shares; 2025Q2: 1,869 shares; 2025Q3: 4,784 shares; 2025Q4: 4,546 shares 4,546 $2.2M 0.29% -238 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,195 shares; 2024Q2: 1,160 shares; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,014 shares; 2025Q2: 1,041 shares; 2025Q3: 6,992 shares; 2025Q4: 6,997 shares 6,997 $2.2M 0.29% +5 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 47 shares; 2024Q2: 52 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 59 shares; 2025Q2: 47 shares; 2025Q3: 1,655 shares; 2025Q4: 1,654 shares 1,654 $1.78M 0.24% -1 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.2% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,133 shares; 2024Q2: not reported; 2024Q3: 1,995 shares; 2024Q4: 2,629 shares; 2025Q1: 2,629 shares; 2025Q2: 2,420 shares; 2025Q3: 3,501 shares; 2025Q4: 15,085 shares 15,085 $1.51M 0.2% +11,584 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares 2,535 $1.45M 0.19% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,039 shares; 2024Q2: 1,017 shares; 2024Q3: 989 shares; 2024Q4: 901 shares; 2025Q1: 1,181 shares; 2025Q2: 1,192 shares; 2025Q3: 4,145 shares; 2025Q4: 4,148 shares 4,148 $1.34M 0.18% +3 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 537,901 shares; 2024Q2: 356,371 shares; 2024Q3: 316,371 shares; 2024Q4: 216,371 shares; 2025Q1: 216,371 shares; 2025Q2: 216,371 shares; 2025Q3: 178,371 shares; 2025Q4: 178,371 shares 178,371 $1.26M 0.17% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,618 shares; 2024Q2: 1,259 shares; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,328 shares; 2025Q2: 1,383 shares; 2025Q3: 5,012 shares; 2025Q4: 5,012 shares 5,012 $1.16M 0.15% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,936 shares; 2024Q2: 6,972 shares; 2024Q3: 7,003 shares; 2024Q4: 6,988 shares; 2025Q1: 7,021 shares; 2025Q2: 7,058 shares; 2025Q3: 7,093 shares; 2025Q4: 7,133 shares 7,133 $993K 0.13% +40 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,190 shares; 2024Q2: 10,190 shares; 2024Q3: 10,190 shares; 2024Q4: 10,190 shares; 2025Q1: 10,190 shares; 2025Q2: 10,190 shares; 2025Q3: 10,190 shares; 2025Q4: 9,119 shares 9,119 $859K 0.11% -1,071 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,233 shares; 2024Q2: 1,220 shares; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215 $832K 0.11% 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; 2024Q1: 1,783 shares; 2024Q2: 1,783 shares; 2024Q3: 1,783 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 5,720 shares 5,720 $824K 0.11% +2,860 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,243 shares; 2024Q2: 2,283 shares; 2024Q3: 2,221 shares; 2024Q4: 2,222 shares; 2025Q1: 2,643 shares; 2025Q2: 2,534 shares; 2025Q3: 2,511 shares; 2025Q4: 2,512 shares 2,512 $786K 0.1% +1 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 208 shares; 2025Q2: 3,054 shares; 2025Q3: 9,839 shares; 2025Q4: 9,839 shares 9,839 $758K 0.1% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,820 shares 17,820 $705K 0.09% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,013 shares; 2025Q4: 7,774 shares 7,774 $681K 0.09% -239 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; 2024Q1: 2,350 shares; 2024Q2: 2,350 shares; 2024Q3: 2,341 shares; 2024Q4: 2,341 shares; 2025Q1: 2,341 shares; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 2,345 shares 2,345 $636K 0.08% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 748 shares; 2024Q2: 748 shares; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 755 shares; 2025Q2: 742 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares 2,745 $627K 0.08% 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; 2024Q1: 11 shares; 2024Q2: 3 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 16 shares; 2025Q3: 1,783 shares; 2025Q4: 1,772 shares 1,772 $610K 0.08% -11 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 3,049 shares; 2025Q4: 3,044 shares 3,044 $593K 0.08% -5 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,230 shares; 2024Q2: 924 shares; 2024Q3: 1,418 shares; 2024Q4: 942 shares; 2025Q1: 868 shares; 2025Q2: 862 shares; 2025Q3: 851 shares; 2025Q4: 851 shares 851 $580K 0.08% 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; 2024Q1: 2,141 shares; 2024Q2: 2,120 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,350 shares; 2025Q2: 2,130 shares; 2025Q3: 5,320 shares; 2025Q4: 5,327 shares 5,327 $561K 0.07% +7 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,875 shares; 2024Q2: 1,914 shares; 2024Q3: 2,430 shares; 2024Q4: 2,400 shares; 2025Q1: 2,521 shares; 2025Q2: 2,498 shares; 2025Q3: 2,691 shares; 2025Q4: 2,692 shares 2,692 $557K 0.07% +1 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,574 shares; 2024Q2: 1,574 shares; 2024Q3: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,488 shares; 2025Q4: 1,488 shares 1,488 $556K 0.07% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 758 shares; 2024Q2: 741 shares; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 744 shares; 2025Q2: 787 shares; 2025Q3: 4,293 shares; 2025Q4: 4,286 shares 4,286 $537K 0.07% -7 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,093 shares; 2025Q4: 3,094 shares 3,094 $537K 0.07% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,888 shares; 2025Q4: 2,888 shares 2,888 $530K 0.07% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,338 shares; 2025Q4: 4,338 shares 4,338 $529K 0.07% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,137 shares; 2025Q4: 2,135 shares 2,135 $527K 0.07% -2 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,898 shares; 2024Q2: 2,880 shares; 2024Q3: 2,828 shares; 2024Q4: 2,578 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares 2,547 $523K 0.07% 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; 2024Q1: 1,679 shares; 2024Q2: 1,682 shares; 2024Q3: 1,685 shares; 2024Q4: 1,695 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,728 shares; 2025Q4: 1,736 shares 1,736 $514K 0.07% +8 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,960 shares 10,960 $511K 0.07% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,260 shares 13,260 $504K 0.07% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $501K 0.07% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,984 shares; 2025Q4: 10,475 shares 10,475 $481K 0.06% +3,491 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9 shares; 2024Q2: 4 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 2 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares 1,451 $475K 0.06% 0 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 39,314 shares; 2024Q2: 39,314 shares; 2024Q3: 30,564 shares; 2024Q4: 23,571 shares; 2025Q1: 23,571 shares; 2025Q2: 23,571 shares; 2025Q3: 23,571 shares; 2025Q4: 23,571 shares 23,571 $467K 0.06% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,789 shares 5,789 $456K 0.06% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,605 shares; 2025Q1: 139,080 shares; 2025Q2: 6,043 shares; 2025Q3: 6,043 shares; 2025Q4: 6,013 shares 6,013 $437K 0.06% -30 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,766 shares 5,766 $360K 0.05% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,447 shares 10,447 $360K 0.05% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,183 shares; 2024Q2: 2,110 shares; 2024Q3: 1,871 shares; 2024Q4: 1,649 shares; 2025Q1: 1,397 shares; 2025Q2: 542 shares; 2025Q3: 544 shares; 2025Q4: 544 shares 544 $359K 0.05% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,676 shares; 2024Q2: 3,835 shares; 2024Q3: 3,676 shares; 2024Q4: 3,676 shares; 2025Q1: 3,676 shares; 2025Q2: 3,676 shares; 2025Q3: 3,676 shares; 2025Q4: 3,676 shares 3,676 $350K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,351 shares; 2024Q2: 1,340 shares; 2024Q3: 1,256 shares; 2024Q4: 1,197 shares; 2025Q1: 1,377 shares; 2025Q2: 1,402 shares; 2025Q3: 2,442 shares; 2025Q4: 2,395 shares 2,395 $343K 0.05% -47 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 663 shares; 2024Q2: 663 shares; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 676 shares; 2025Q2: 661 shares; 2025Q3: 663 shares; 2025Q4: 663 shares 663 $333K 0.04% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,040 shares; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,291 shares 1,291 $333K 0.04% new Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,541 shares 11,541 $253K 0.03% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,324 shares 11,324 $253K 0.03% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,269 shares 11,269 $253K 0.03% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,744 shares 12,744 $253K 0.03% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,055 shares 11,055 $253K 0.03% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,088 shares 5,088 $246K 0.03% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,882 shares 4,882 $244K 0.03% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,490 shares 7,490 $237K 0.03% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,834 shares 4,834 $232K 0.03% new Timeline AVSC 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,580 shares 3,580 $210K 0.03% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566 shares; 2025Q3: not reported; 2025Q4: 566 shares 566 $202K 0.03% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 38 shares; 2024Q2: 420 shares; 2024Q3: 190 shares; 2024Q4: 226 shares; 2025Q1: 1,141 shares; 2025Q2: 1,038 shares; 2025Q3: 1,063 shares; 2025Q4: 995 shares 995 $186K 0.02% -68 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 301 shares 301 $146K 0.02% -1 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 810 shares 810 $124K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,997 shares; 2024Q2: 1,807 shares; 2024Q3: 1,763 shares; 2024Q4: 1,702 shares; 2025Q1: 1,722 shares; 2025Q2: 1,734 shares; 2025Q3: 1,731 shares; 2025Q4: 1,553 shares 1,553 $109K 0.01% -178 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,442 shares; 2024Q2: 1,636 shares; 2024Q3: 946 shares; 2024Q4: 946 shares; 2025Q1: 753 shares; 2025Q2: 713 shares; 2025Q3: 738 shares; 2025Q4: 738 shares 738 $88.8K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 526 shares; 2024Q2: 526 shares; 2024Q3: 517 shares; 2024Q4: 417 shares; 2025Q1: 652 shares; 2025Q2: not reported; 2025Q3: 613 shares; 2025Q4: 612 shares 612 $87.8K 0.01% -1 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; 2024Q1: 418 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $79.6K 0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 431 shares; 2025Q4: 431 shares 431 $76.6K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 650 shares; 2024Q2: 645 shares; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 508 shares; 2025Q2: 432 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235 $67.8K 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; 2024Q1: 21 shares; 2024Q2: 7 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 89 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $56.1K 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; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 208 shares; 2025Q2: 112 shares; 2025Q3: 148 shares; 2025Q4: 147 shares 147 $50.9K 0.01% -1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 145 shares; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares 129 $39.7K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 61 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares 79 $35.5K <0.01% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $24.2K <0.01% 0 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; 2024Q1: 64 shares; 2024Q2: 57 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 87 shares; 2025Q2: 77 shares; 2025Q3: 62 shares; 2025Q4: 61 shares 61 $20.1K <0.01% -1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10 shares; 2024Q2: 20 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $16.2K <0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares 33 $12.2K <0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 118 shares; 2024Q2: 111 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 109 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 21 shares 21 $12K <0.01% -1 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 95 shares 95 $10.6K <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; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26 $8.28K <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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 60 shares 60 $5.63K <0.01% +51 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares 25 $5.35K <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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 19 shares 19 $3.37K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8 shares; 2024Q2: 3 shares; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 5 shares 5 $1.29K <0.01% -1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 601 shares; 2024Q2: 598 shares; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $1.28K <0.01% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $1.2K <0.01% 0 Timeline