IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,962 shares; 2026Q2: 115,172 shares 115,172 $26.2M 12.11% +9,210 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,811 shares; 2024Q4: 74,691 shares; 2025Q1: 70,955 shares; 2025Q2: 68,159 shares; 2025Q3: 67,664 shares; 2025Q4: 68,060 shares; 2026Q1: 69,009 shares; 2026Q2: 67,945 shares 67,945 $16.1M 7.45% -1,064 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229,934 shares; 2026Q2: 334,845 shares 334,845 $15.4M 7.14% +104,911 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,379 shares; 2024Q4: 1,161,204 shares; 2025Q1: 1,280,082 shares; 2025Q2: 1,307,298 shares; 2025Q3: 1,361,756 shares; 2025Q4: 1,344,660 shares; 2026Q1: 485,048 shares; 2026Q2: 459,308 shares 459,308 $14.6M 6.75% -25,740 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,322 shares; 2024Q4: 216,995 shares; 2025Q1: 228,823 shares; 2025Q2: 227,341 shares; 2025Q3: 241,373 shares; 2025Q4: 280,824 shares; 2026Q1: 298,691 shares; 2026Q2: 303,886 shares 303,886 $14.2M 6.59% +5,195 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,145 shares; 2024Q4: 43,202 shares; 2025Q1: 43,975 shares; 2025Q2: 43,186 shares; 2025Q3: 43,052 shares; 2025Q4: 42,613 shares; 2026Q1: 42,845 shares; 2026Q2: 33,856 shares 33,856 $9.8M 4.54% -8,989 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,382 shares; 2024Q4: 50,477 shares; 2025Q1: 46,967 shares; 2025Q2: 46,919 shares; 2025Q3: 43,821 shares; 2025Q4: 43,187 shares; 2026Q1: 44,376 shares; 2026Q2: 41,638 shares 41,638 $6.81M 3.15% -2,738 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,159 shares; 2024Q4: 17,113 shares; 2025Q1: 18,496 shares; 2025Q2: 19,116 shares; 2025Q3: 19,058 shares; 2025Q4: 20,135 shares; 2026Q1: 20,690 shares; 2026Q2: 22,040 shares 22,040 $6.75M 3.13% +1,350 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,337 shares; 2024Q4: 40,623 shares; 2025Q1: 42,839 shares; 2025Q2: 39,913 shares; 2025Q3: 40,900 shares; 2025Q4: 39,977 shares; 2026Q1: 38,584 shares; 2026Q2: 38,436 shares 38,436 $6.03M 2.79% -148 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,860 shares; 2024Q4: 40,830 shares; 2025Q1: 49,214 shares; 2025Q2: 52,289 shares; 2025Q3: 53,204 shares; 2025Q4: 59,638 shares; 2026Q1: 37,635 shares; 2026Q2: 38,614 shares 38,614 $5.73M 2.65% +979 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,796 shares; 2024Q4: 81,161 shares; 2025Q1: 99,297 shares; 2025Q2: 115,078 shares; 2025Q3: 118,993 shares; 2025Q4: 113,546 shares; 2026Q1: 119,909 shares; 2026Q2: 110,473 shares 110,473 $5.54M 2.56% -9,436 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,900 shares; 2024Q4: 12,578 shares; 2025Q1: 15,387 shares; 2025Q2: 12,224 shares; 2025Q3: 11,572 shares; 2025Q4: 10,661 shares; 2026Q1: 10,240 shares; 2026Q2: 60,338 shares 60,338 $5.2M 2.41% +50,098 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,634 shares; 2026Q2: 105,786 shares 105,786 $5.1M 2.36% +10,152 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,196 shares; 2024Q4: 252,950 shares; 2025Q1: 196,641 shares; 2025Q2: 194,290 shares; 2025Q3: 192,874 shares; 2025Q4: 212,543 shares; 2026Q1: 81,713 shares; 2026Q2: 61,633 shares 61,633 $4.8M 2.22% -20,080 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; 2024Q3: 40,412 shares; 2024Q4: 51,693 shares; 2025Q1: 56,223 shares; 2025Q2: 56,648 shares; 2025Q3: 55,900 shares; 2025Q4: 56,136 shares; 2026Q1: 61,915 shares; 2026Q2: 69,044 shares 69,044 $3.9M 1.81% +7,129 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,120 shares; 2024Q4: 75,098 shares; 2025Q1: 71,251 shares; 2025Q2: 66,026 shares; 2025Q3: 67,735 shares; 2025Q4: 64,013 shares; 2026Q1: 52,859 shares; 2026Q2: 48,059 shares 48,059 $3.8M 1.76% -4,800 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,763 shares; 2024Q4: 33,097 shares; 2025Q1: 39,421 shares; 2025Q2: 40,182 shares; 2025Q3: 45,283 shares; 2025Q4: 45,467 shares; 2026Q1: 49,190 shares; 2026Q2: 55,104 shares 55,104 $3.39M 1.57% +5,914 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,640 shares; 2024Q4: 21,691 shares; 2025Q1: 21,303 shares; 2025Q2: 20,024 shares; 2025Q3: 18,927 shares; 2025Q4: 17,991 shares; 2026Q1: 17,873 shares; 2026Q2: 18,714 shares 18,714 $2.85M 1.32% +841 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,303 shares; 2024Q4: 21,787 shares; 2025Q1: 18,176 shares; 2025Q2: 17,260 shares; 2025Q3: 16,912 shares; 2025Q4: 14,994 shares; 2026Q1: 14,862 shares; 2026Q2: 14,559 shares 14,559 $2.74M 1.27% -303 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,392 shares; 2025Q4: 32,270 shares; 2026Q1: 41,769 shares; 2026Q2: 46,706 shares 46,706 $2.37M 1.1% +4,937 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; 2024Q3: 2,023 shares; 2024Q4: 2,528 shares; 2025Q1: 2,533 shares; 2025Q2: 3,240 shares; 2025Q3: 3,248 shares; 2025Q4: 3,253 shares; 2026Q1: 3,256 shares; 2026Q2: 3,259 shares 3,259 $2.36M 1.09% +3 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,302 shares; 2024Q4: 12,027 shares; 2025Q1: 28,201 shares; 2025Q2: 15,962 shares; 2025Q3: 15,585 shares; 2025Q4: 15,481 shares; 2026Q1: 15,844 shares; 2026Q2: 10,565 shares 10,565 $2.11M 0.98% -5,279 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; 2024Q3: 10,845 shares; 2024Q4: 10,108 shares; 2025Q1: 12,761 shares; 2025Q2: 9,156 shares; 2025Q3: 8,962 shares; 2025Q4: 9,177 shares; 2026Q1: 10,110 shares; 2026Q2: 9,457 shares 9,457 $2.06M 0.95% -653 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; 2024Q3: 7,247 shares; 2024Q4: 7,808 shares; 2025Q1: 7,664 shares; 2025Q2: 7,898 shares; 2025Q3: 8,058 shares; 2025Q4: 7,137 shares; 2026Q1: 6,350 shares; 2026Q2: 21,966 shares 21,966 $1.77M 0.82% +15,616 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,130 shares; 2025Q3: 16,652 shares; 2025Q4: 17,473 shares; 2026Q1: 19,687 shares; 2026Q2: 19,116 shares 19,116 $1.58M 0.73% -571 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,733 shares; 2025Q2: 84,017 shares; 2025Q3: 106,752 shares; 2025Q4: 129,248 shares; 2026Q1: 34,459 shares; 2026Q2: 35,255 shares 35,255 $1.5M 0.69% +796 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; 2024Q3: 8,396 shares; 2024Q4: 8,017 shares; 2025Q1: 10,088 shares; 2025Q2: 7,100 shares; 2025Q3: 6,582 shares; 2025Q4: 6,570 shares; 2026Q1: 6,139 shares; 2026Q2: 5,999 shares 5,999 $1.46M 0.68% -140 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,486 shares; 2024Q4: 13,263 shares; 2025Q1: 12,533 shares; 2025Q2: 11,317 shares; 2025Q3: 11,317 shares; 2025Q4: 11,406 shares; 2026Q1: 11,406 shares; 2026Q2: 11,278 shares 11,278 $1.36M 0.63% -128 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,452 shares; 2024Q4: 9,384 shares; 2025Q1: 12,892 shares; 2025Q2: 8,016 shares; 2025Q3: 7,876 shares; 2025Q4: 7,123 shares; 2026Q1: 6,922 shares; 2026Q2: 6,635 shares 6,635 $1.31M 0.61% -287 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,030 shares; 2024Q4: 6,928 shares; 2025Q1: 7,258 shares; 2025Q2: 6,768 shares; 2025Q3: 6,679 shares; 2025Q4: 6,589 shares; 2026Q1: 6,528 shares; 2026Q2: 5,477 shares 5,477 $1.31M 0.6% -1,051 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,825 shares; 2024Q4: 18,414 shares; 2025Q1: 17,889 shares; 2025Q2: 16,578 shares; 2025Q3: 16,105 shares; 2025Q4: 15,681 shares; 2026Q1: 15,687 shares; 2026Q2: 14,704 shares 14,704 $1.22M 0.57% -983 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,834 shares; 2025Q1: 3,648 shares; 2025Q2: 2,857 shares; 2025Q3: 2,932 shares; 2025Q4: 2,885 shares; 2026Q1: 3,451 shares; 2026Q2: 3,232 shares 3,232 $1.21M 0.56% -219 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 2,993 shares; 2025Q1: 4,223 shares; 2025Q2: 2,392 shares; 2025Q3: 2,399 shares; 2025Q4: 2,363 shares; 2026Q1: 2,332 shares; 2026Q2: 1,683 shares 1,683 $1.16M 0.54% -649 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $1.14M 0.53% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,150 shares; 2024Q4: 9,028 shares; 2025Q1: 8,305 shares; 2025Q2: 7,395 shares; 2025Q3: 7,252 shares; 2025Q4: 6,940 shares; 2026Q1: 6,771 shares; 2026Q2: 6,548 shares 6,548 $1.09M 0.51% -223 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,353 shares; 2025Q1: 3,330 shares; 2025Q2: 3,145 shares; 2025Q3: 3,152 shares; 2025Q4: 3,147 shares; 2026Q1: 3,172 shares; 2026Q2: 3,706 shares 3,706 $1.05M 0.49% +534 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,525 shares; 2025Q3: 2,584 shares; 2025Q4: 2,438 shares; 2026Q1: 2,448 shares; 2026Q2: 2,405 shares 2,405 $1.04M 0.48% -43 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,976 shares; 2024Q4: 18,132 shares; 2025Q1: 19,489 shares; 2025Q2: 19,664 shares; 2025Q3: 19,710 shares; 2025Q4: 19,889 shares; 2026Q1: 20,066 shares; 2026Q2: 20,250 shares 20,250 $1.03M 0.48% +184 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563 shares; 2024Q4: 565 shares; 2025Q1: 566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 7,208 shares 7,208 $862K 0.4% +6,893 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,188 shares; 2025Q4: 1,752 shares; 2026Q1: 3,262 shares; 2026Q2: 3,347 shares 3,347 $812K 0.38% +85 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,599 shares; 2024Q4: 3,377 shares; 2025Q1: 3,240 shares; 2025Q2: 3,117 shares; 2025Q3: 3,145 shares; 2025Q4: 2,956 shares; 2026Q1: 2,850 shares; 2026Q2: 2,591 shares 2,591 $785K 0.36% -259 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,146 shares; 2024Q4: 5,422 shares; 2025Q1: 4,977 shares; 2025Q2: 4,001 shares; 2025Q3: 3,421 shares; 2025Q4: 3,070 shares; 2026Q1: 2,993 shares; 2026Q2: 2,618 shares 2,618 $783K 0.36% -375 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,162 shares; 2024Q4: 5,047 shares; 2025Q1: 6,424 shares; 2025Q2: 2,797 shares; 2025Q3: 4,626 shares; 2025Q4: 6,393 shares; 2026Q1: 8,773 shares; 2026Q2: 8,881 shares 8,881 $734K 0.34% +108 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 2,746 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $733K 0.34% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,925 shares; 2025Q3: 3,198 shares; 2025Q4: 2,653 shares; 2026Q1: 4,479 shares; 2026Q2: 7,765 shares 7,765 $725K 0.34% +3,286 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,973 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,756 shares; 2026Q2: 2,930 shares 2,930 $710K 0.33% +174 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,499 shares; 2024Q4: 9,399 shares; 2025Q1: 11,394 shares; 2025Q2: 5,376 shares; 2025Q3: 5,587 shares; 2025Q4: 5,587 shares; 2026Q1: 5,897 shares; 2026Q2: 5,917 shares 5,917 $670K 0.31% +20 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,756 shares; 2024Q4: 17,943 shares; 2025Q1: 18,039 shares; 2025Q2: 18,190 shares; 2025Q3: 18,344 shares; 2025Q4: 18,551 shares; 2026Q1: 12,640 shares; 2026Q2: 12,746 shares 12,746 $645K 0.3% +106 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 1,744 shares; 2025Q1: 2,090 shares; 2025Q2: 1,746 shares; 2025Q3: 1,699 shares; 2025Q4: 1,735 shares; 2026Q1: 1,685 shares; 2026Q2: 1,706 shares 1,706 $610K 0.28% +21 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,698 shares; 2024Q4: 6,291 shares; 2025Q1: 6,010 shares; 2025Q2: 6,045 shares; 2025Q3: 5,797 shares; 2025Q4: 12,464 shares; 2026Q1: 12,914 shares; 2026Q2: 13,130 shares 13,130 $595K 0.28% +216 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,891 shares; 2024Q4: 4,356 shares; 2025Q1: 4,492 shares; 2025Q2: 4,258 shares; 2025Q3: 4,202 shares; 2025Q4: 4,204 shares; 2026Q1: 4,196 shares; 2026Q2: 4,198 shares 4,198 $574K 0.27% +2 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,000 shares; 2024Q4: 15,950 shares; 2025Q1: 13,883 shares; 2025Q2: 13,341 shares; 2025Q3: 12,546 shares; 2025Q4: 10,004 shares; 2026Q1: 8,792 shares; 2026Q2: 8,348 shares 8,348 $559K 0.26% -444 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,566 shares; 2025Q4: 2,273 shares; 2026Q1: 2,547 shares; 2026Q2: 2,103 shares 2,103 $522K 0.24% -444 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,170 shares; 2025Q2: 4,211 shares; 2025Q3: 4,238 shares; 2025Q4: 5,082 shares; 2026Q1: 7,115 shares; 2026Q2: 8,673 shares 8,673 $518K 0.24% +1,558 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,135 shares; 2024Q4: 4,057 shares; 2025Q1: 4,193 shares; 2025Q2: 3,428 shares; 2025Q3: 3,428 shares; 2025Q4: 3,428 shares; 2026Q1: 3,528 shares; 2026Q2: 3,528 shares 3,528 $516K 0.24% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,328 shares; 2024Q4: 26,344 shares; 2025Q1: 25,167 shares; 2025Q2: 24,813 shares; 2025Q3: 24,672 shares; 2025Q4: 23,102 shares; 2026Q1: 21,610 shares; 2026Q2: 17,188 shares 17,188 $515K 0.24% -4,422 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: 471 shares; 2026Q1: 472 shares; 2026Q2: 472 shares 472 $503K 0.23% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,157 shares; 2025Q3: 6,176 shares; 2025Q4: 6,195 shares; 2026Q1: 6,525 shares; 2026Q2: 6,544 shares 6,544 $502K 0.23% +19 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,568 shares; 2024Q4: 1,581 shares; 2025Q1: 8,501 shares; 2025Q2: 1,465 shares; 2025Q3: 1,350 shares; 2025Q4: 1,332 shares; 2026Q1: 1,358 shares; 2026Q2: 1,341 shares 1,341 $490K 0.23% -17 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,701 shares; 2025Q1: 4,715 shares; 2025Q2: 6,418 shares; 2025Q3: 6,450 shares; 2025Q4: 6,152 shares; 2026Q1: 6,158 shares; 2026Q2: 5,488 shares 5,488 $469K 0.22% -670 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 7,636 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 662 shares; 2026Q1: 626 shares; 2026Q2: 627 shares 627 $468K 0.22% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 1,811 shares; 2025Q3: 2,282 shares; 2025Q4: 2,544 shares; 2026Q1: 2,712 shares; 2026Q2: 2,791 shares 2,791 $459K 0.21% +79 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727 shares; 2024Q4: 730 shares; 2025Q1: 739 shares; 2025Q2: 709 shares; 2025Q3: 712 shares; 2025Q4: 714 shares; 2026Q1: 716 shares; 2026Q2: 718 shares 718 $456K 0.21% +2 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,945 shares; 2024Q4: 2,222 shares; 2025Q1: 2,254 shares; 2025Q2: 2,355 shares; 2025Q3: 2,488 shares; 2025Q4: 2,611 shares; 2026Q1: 1,830 shares; 2026Q2: 1,786 shares 1,786 $450K 0.21% -44 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 916 shares; 2024Q4: 957 shares; 2025Q1: 928 shares; 2025Q2: 905 shares; 2025Q3: 898 shares; 2025Q4: 891 shares; 2026Q1: 1,031 shares; 2026Q2: 5,060 shares 5,060 $445K 0.21% +4,029 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; 2024Q3: 10,097 shares; 2024Q4: 20,291 shares; 2025Q1: 20,327 shares; 2025Q2: 13,865 shares; 2025Q3: 13,895 shares; 2025Q4: 13,293 shares; 2026Q1: 13,305 shares; 2026Q2: 12,011 shares 12,011 $434K 0.2% -1,294 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 875 shares 875 $423K 0.2% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,988 shares; 2024Q4: 7,988 shares; 2025Q1: 8,001 shares; 2025Q2: 8,001 shares; 2025Q3: 8,011 shares; 2025Q4: 7,027 shares; 2026Q1: 6,992 shares; 2026Q2: 6,992 shares 6,992 $412K 0.19% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,629 shares; 2024Q4: 4,633 shares; 2025Q1: 4,227 shares; 2025Q2: 4,233 shares; 2025Q3: 4,237 shares; 2025Q4: 3,978 shares; 2026Q1: 3,982 shares; 2026Q2: 3,987 shares 3,987 $403K 0.19% +5 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 4,565 shares; 2025Q1: 4,575 shares; 2025Q2: 4,585 shares; 2025Q3: 4,809 shares; 2025Q4: 4,822 shares; 2026Q1: 4,730 shares; 2026Q2: 4,053 shares 4,053 $391K 0.18% -677 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,920 shares; 2024Q4: 8,903 shares; 2025Q1: 8,273 shares; 2025Q2: 7,433 shares; 2025Q3: 7,149 shares; 2025Q4: 7,279 shares; 2026Q1: 7,290 shares; 2026Q2: 7,713 shares 7,713 $384K 0.18% +423 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,124 shares; 2024Q4: 2,081 shares; 2025Q1: 2,036 shares; 2025Q2: 1,837 shares; 2025Q3: 1,675 shares; 2025Q4: 1,407 shares; 2026Q1: 1,383 shares; 2026Q2: 1,389 shares 1,389 $375K 0.17% +6 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 688 shares; 2025Q1: 613 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $372K 0.17% 0 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,103 shares; 2026Q1: 4,145 shares; 2026Q2: 6,871 shares 6,871 $359K 0.17% +2,726 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,702 shares; 2025Q4: 5,103 shares; 2026Q1: 5,144 shares; 2026Q2: 5,857 shares 5,857 $353K 0.16% +713 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,809 shares; 2026Q2: 1,952 shares 1,952 $345K 0.16% +143 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,935 shares; 2026Q1: 6,692 shares; 2026Q2: 6,768 shares 6,768 $343K 0.16% +76 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,728 shares; 2025Q1: 17,337 shares; 2025Q2: 1,692 shares; 2025Q3: 2,084 shares; 2025Q4: 2,062 shares; 2026Q1: 2,124 shares; 2026Q2: 2,137 shares 2,137 $338K 0.16% +13 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 775 shares 775 $336K 0.16% new Timeline XPAY ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,248 shares; 2026Q1: 5,752 shares; 2026Q2: 6,077 shares 6,077 $325K 0.15% +325 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,080 shares 1,080 $322K 0.15% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,107 shares; 2025Q2: not reported; 2025Q3: 2,962 shares; 2025Q4: 3,752 shares; 2026Q1: 3,777 shares; 2026Q2: 3,909 shares 3,909 $300K 0.14% +132 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,416 shares; 2025Q1: 14,534 shares; 2025Q2: 1,172 shares; 2025Q3: 1,064 shares; 2025Q4: 949 shares; 2026Q1: 844 shares; 2026Q2: 845 shares 845 $298K 0.14% +1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,232 shares; 2024Q4: 3,348 shares; 2025Q1: 5,768 shares; 2025Q2: 2,989 shares; 2025Q3: 3,010 shares; 2025Q4: 3,059 shares; 2026Q1: 3,077 shares; 2026Q2: 3,384 shares 3,384 $297K 0.14% +307 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,776 shares; 2024Q4: 3,064 shares; 2025Q1: 2,906 shares; 2025Q2: 1,911 shares; 2025Q3: 1,893 shares; 2025Q4: 1,899 shares; 2026Q1: 1,796 shares; 2026Q2: 1,800 shares 1,800 $296K 0.14% +4 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,424 shares; 2024Q4: 4,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,333 shares; 2026Q2: 3,786 shares 3,786 $292K 0.14% +453 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,572 shares; 2026Q2: 3,572 shares 3,572 $288K 0.13% 0 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,690 shares; 2025Q4: 6,578 shares; 2026Q1: 6,646 shares; 2026Q2: 6,712 shares 6,712 $287K 0.13% +66 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; 2024Q3: 877 shares; 2024Q4: 881 shares; 2025Q1: 1,054 shares; 2025Q2: 891 shares; 2025Q3: 895 shares; 2025Q4: 899 shares; 2026Q1: 903 shares; 2026Q2: 907 shares 907 $285K 0.13% +4 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 826 shares; 2025Q1: 730 shares; 2025Q2: 611 shares; 2025Q3: 558 shares; 2025Q4: 389 shares; 2026Q1: not reported; 2026Q2: 372 shares 372 $278K 0.13% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,548 shares; 2024Q4: 11,596 shares; 2025Q1: 11,182 shares; 2025Q2: 11,238 shares; 2025Q3: 10,989 shares; 2025Q4: 9,030 shares; 2026Q1: 8,966 shares; 2026Q2: 5,609 shares 5,609 $270K 0.13% -3,357 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: 1,560 shares; 2025Q1: 1,567 shares; 2025Q2: 1,195 shares; 2025Q3: 1,200 shares; 2025Q4: 1,191 shares; 2026Q1: 1,196 shares; 2026Q2: 1,202 shares 1,202 $265K 0.12% +6 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,433 shares; 2026Q1: 4,433 shares; 2026Q2: 4,433 shares 4,433 $263K 0.12% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: 970 shares; 2025Q1: 976 shares; 2025Q2: 918 shares; 2025Q3: 1,045 shares; 2025Q4: 1,050 shares; 2026Q1: 1,056 shares; 2026Q2: 927 shares 927 $261K 0.12% -129 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,903 shares; 2025Q2: 1,975 shares; 2025Q3: 2,050 shares; 2025Q4: 1,475 shares; 2026Q1: 1,903 shares; 2026Q2: 2,178 shares 2,178 $254K 0.12% +275 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,560 shares; 2025Q2: 698 shares; 2025Q3: 701 shares; 2025Q4: 705 shares; 2026Q1: 708 shares; 2026Q2: 712 shares 712 $233K 0.11% +4 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,943 shares 1,943 $227K 0.11% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 671 shares 671 $227K 0.11% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,041 shares; 2025Q1: 24,409 shares; 2025Q2: 2,067 shares; 2025Q3: 1,956 shares; 2025Q4: 1,587 shares; 2026Q1: 1,612 shares; 2026Q2: 1,626 shares 1,626 $220K 0.1% +14 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582 shares; 2024Q4: not reported; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 558 shares 558 $217K 0.1% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,037 shares; 2024Q4: 2,985 shares; 2025Q1: 2,761 shares; 2025Q2: 2,806 shares; 2025Q3: 2,806 shares; 2025Q4: 2,839 shares; 2026Q1: 2,428 shares; 2026Q2: 2,474 shares 2,474 $217K 0.1% +46 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,894 shares; 2026Q1: 2,602 shares; 2026Q2: 2,614 shares 2,614 $212K 0.1% +12 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: 308 shares; 2025Q1: 349 shares; 2025Q2: 308 shares; 2025Q3: 309 shares; 2025Q4: 334 shares; 2026Q1: 335 shares; 2026Q2: 222 shares 222 $208K 0.1% -113 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,195 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,905 shares 2,905 $207K 0.1% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,420 shares; 2026Q2: 4,422 shares 4,422 $206K 0.1% +2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,938 shares; 2024Q4: 1,889 shares; 2025Q1: 27,842 shares; 2025Q2: 1,593 shares; 2025Q3: 1,600 shares; 2025Q4: 1,608 shares; 2026Q1: 1,558 shares; 2026Q2: 1,384 shares 1,384 $203K 0.09% -174 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares; 2026Q2: 798 shares 798 $203K 0.09% -52 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,248 shares; 2025Q4: 12,469 shares; 2026Q1: 17,481 shares; 2026Q2: 17,516 shares 17,516 $191K 0.09% +35 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $157K 0.07% 0 Timeline CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $52.3K 0.02% 0