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: 231,013 shares; 2024Q4: 238,408 shares; 2025Q1: 243,812 shares; 2025Q2: 245,688 shares; 2025Q3: 244,092 shares; 2025Q4: 243,326 shares; 2026Q1: 246,527 shares; 2026Q2: 1,495,364 shares 1,495,364 $129M 10.74% +1,248,837 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: 462,529 shares; 2024Q4: 458,999 shares; 2025Q1: 457,300 shares; 2025Q2: 458,404 shares; 2025Q3: 456,131 shares; 2025Q4: 460,805 shares; 2026Q1: 463,695 shares; 2026Q2: 463,300 shares 463,300 $101M 8.42% -395 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,937 shares; 2024Q4: 120,679 shares; 2025Q1: 120,965 shares; 2025Q2: 120,556 shares; 2025Q3: 119,053 shares; 2025Q4: 117,900 shares; 2026Q1: 116,600 shares; 2026Q2: 462,126 shares 462,126 $57.4M 4.78% +345,526 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: 220,773 shares; 2024Q4: 222,296 shares; 2025Q1: 216,465 shares; 2025Q2: 215,741 shares; 2025Q3: 207,936 shares; 2025Q4: 207,859 shares; 2026Q1: 206,484 shares; 2026Q2: 215,569 shares 215,569 $52.3M 4.36% +9,085 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 360,402 shares; 2025Q2: 371,421 shares; 2025Q3: 418,366 shares; 2025Q4: 462,338 shares; 2026Q1: 505,482 shares; 2026Q2: 527,732 shares 527,732 $48.4M 4.03% +22,250 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: 464,824 shares; 2024Q4: 458,322 shares; 2025Q1: 460,971 shares; 2025Q2: 462,926 shares; 2025Q3: 500,335 shares; 2025Q4: 574,332 shares; 2026Q1: 606,648 shares; 2026Q2: 662,188 shares 662,188 $47.2M 3.93% +55,540 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: 79,396 shares; 2024Q4: 87,225 shares; 2025Q1: 85,127 shares; 2025Q2: 114,757 shares; 2025Q3: 98,474 shares; 2025Q4: 95,637 shares; 2026Q1: 81,130 shares; 2026Q2: 123,702 shares 123,702 $35.8M 2.98% +42,572 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,641 shares; 2024Q4: 81,008 shares; 2025Q1: 99,926 shares; 2025Q2: 118,463 shares; 2025Q3: 141,051 shares; 2025Q4: 166,113 shares; 2026Q1: 330,578 shares; 2026Q2: 343,341 shares 343,341 $34.6M 2.88% +12,763 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: 26,886 shares; 2024Q4: 26,935 shares; 2025Q1: 26,991 shares; 2025Q2: 29,327 shares; 2025Q3: 29,645 shares; 2025Q4: 29,789 shares; 2026Q1: 29,749 shares; 2026Q2: 36,007 shares 36,007 $26.9M 2.24% +6,258 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES 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: 602,937 shares; 2025Q4: 601,072 shares; 2026Q1: 446,173 shares; 2026Q2: 446,173 shares 446,173 $26.7M 2.22% 0 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: 62,289 shares; 2024Q4: 122,718 shares; 2025Q1: 124,151 shares; 2025Q2: 127,444 shares; 2025Q3: 125,605 shares; 2025Q4: 123,954 shares; 2026Q1: 117,385 shares; 2026Q2: 114,089 shares 114,089 $22.8M 1.9% -3,296 Timeline AVTM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371,216 shares; 2026Q2: 371,216 shares 371,216 $20.2M 1.68% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,442 shares; 2024Q4: 171,958 shares; 2025Q1: 172,663 shares; 2025Q2: 199,086 shares; 2025Q3: 203,902 shares; 2025Q4: 207,406 shares; 2026Q1: 213,030 shares; 2026Q2: 221,366 shares 221,366 $19.7M 1.64% +8,336 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES 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: not reported; 2026Q1: 339,700 shares; 2026Q2: 339,700 shares 339,700 $19.3M 1.61% 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; 2024Q3: 33,512 shares; 2024Q4: 57,273 shares; 2025Q1: 53,524 shares; 2025Q2: 55,441 shares; 2025Q3: 56,284 shares; 2025Q4: 56,123 shares; 2026Q1: 52,233 shares; 2026Q2: 51,645 shares 51,645 $19.3M 1.61% -588 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,696 shares; 2024Q4: 39,697 shares; 2025Q1: 39,698 shares; 2025Q2: 39,680 shares; 2025Q3: 38,535 shares; 2025Q4: 76,241 shares; 2026Q1: 72,777 shares; 2026Q2: 100,169 shares 100,169 $19.1M 1.59% +27,392 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,237 shares; 2024Q4: 33,145 shares; 2025Q1: 33,016 shares; 2025Q2: 33,047 shares; 2025Q3: 32,797 shares; 2025Q4: 33,235 shares; 2026Q1: 39,947 shares; 2026Q2: 41,644 shares 41,644 $15.4M 1.28% +1,697 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: 12,996 shares; 2024Q4: 13,946 shares; 2025Q1: 14,147 shares; 2025Q2: 17,211 shares; 2025Q3: 17,360 shares; 2025Q4: 17,402 shares; 2026Q1: 17,484 shares; 2026Q2: 20,998 shares 20,998 $14.4M 1.2% +3,514 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,466 shares; 2024Q4: 33,456 shares; 2025Q1: 33,545 shares; 2025Q2: 32,605 shares; 2025Q3: 29,188 shares; 2025Q4: 29,238 shares; 2026Q1: 29,145 shares; 2026Q2: 173,917 shares 173,917 $14.4M 1.2% +144,772 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,988 shares; 2024Q4: 17,857 shares; 2025Q1: 16,988 shares; 2025Q2: 21,143 shares; 2025Q3: 17,143 shares; 2025Q4: 17,211 shares; 2026Q1: 18,120 shares; 2026Q2: 18,421 shares 18,421 $13.6M 1.13% +301 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,309 shares; 2024Q4: 75,002 shares; 2025Q1: 81,946 shares; 2025Q2: 79,912 shares; 2025Q3: 77,485 shares; 2025Q4: 78,217 shares; 2026Q1: 78,418 shares; 2026Q2: 78,634 shares 78,634 $12.9M 1.07% +216 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,117,405 shares; 2024Q4: 997,405 shares; 2025Q1: 947,405 shares; 2025Q2: 947,405 shares; 2025Q3: 795,605 shares; 2025Q4: 765,605 shares; 2026Q1: 765,605 shares; 2026Q2: 765,605 shares 765,605 $12.5M 1.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,961 shares; 2024Q4: 27,452 shares; 2025Q1: 26,493 shares; 2025Q2: 24,944 shares; 2025Q3: 24,868 shares; 2025Q4: 23,935 shares; 2026Q1: 24,464 shares; 2026Q2: 33,370 shares 33,370 $12.2M 1.02% +8,906 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: 24,725 shares; 2024Q4: 27,878 shares; 2025Q1: 27,892 shares; 2025Q2: 28,868 shares; 2025Q3: 28,796 shares; 2025Q4: 29,069 shares; 2026Q1: 28,619 shares; 2026Q2: 33,216 shares 33,216 $11.9M 0.99% +4,597 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,974 shares; 2024Q4: 27,682 shares; 2025Q1: 28,641 shares; 2025Q2: 28,868 shares; 2025Q3: 29,336 shares; 2025Q4: 29,048 shares; 2026Q1: 27,427 shares; 2026Q2: 32,887 shares 32,887 $11.6M 0.97% +5,460 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: 43,715 shares; 2024Q4: 40,358 shares; 2025Q1: 39,240 shares; 2025Q2: 38,399 shares; 2025Q3: 38,733 shares; 2025Q4: 36,767 shares; 2026Q1: 36,948 shares; 2026Q2: 46,253 shares 46,253 $11.2M 0.94% +9,305 Timeline VONG 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: 9,316 shares; 2024Q4: 9,521 shares; 2025Q1: 12,405 shares; 2025Q2: 37,180 shares; 2025Q3: 41,569 shares; 2025Q4: 44,753 shares; 2026Q1: 68,575 shares; 2026Q2: 85,822 shares 85,822 $11M 0.91% +17,247 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,696 shares; 2024Q4: 56,707 shares; 2025Q1: 55,451 shares; 2025Q2: 50,973 shares; 2025Q3: 49,747 shares; 2025Q4: 50,360 shares; 2026Q1: 50,197 shares; 2026Q2: 49,919 shares 49,919 $10.9M 0.91% -278 Timeline SPYG 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: 89,399 shares; 2024Q4: 91,005 shares; 2025Q1: 91,007 shares; 2025Q2: 88,631 shares; 2025Q3: 88,072 shares; 2025Q4: 87,756 shares; 2026Q1: 84,816 shares; 2026Q2: 83,862 shares 83,862 $9.98M 0.83% -954 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,712 shares; 2024Q4: 80,471 shares; 2025Q1: 82,516 shares; 2025Q2: 82,985 shares; 2025Q3: 83,200 shares; 2025Q4: 89,347 shares; 2026Q1: 92,951 shares; 2026Q2: 99,318 shares 99,318 $9.59M 0.8% +6,367 Timeline IWB 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: 21,487 shares; 2025Q1: 21,420 shares; 2025Q2: 23,019 shares; 2025Q3: 23,023 shares; 2025Q4: 23,028 shares; 2026Q1: 23,032 shares; 2026Q2: 23,035 shares 23,035 $9.43M 0.79% +3 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: 30,297 shares; 2024Q4: 32,106 shares; 2025Q1: 31,278 shares; 2025Q2: 33,176 shares; 2025Q3: 33,755 shares; 2025Q4: 33,500 shares; 2026Q1: 33,308 shares; 2026Q2: 37,807 shares 37,807 $9.01M 0.75% +4,499 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: 17,718 shares; 2024Q4: 34,076 shares; 2025Q1: 32,556 shares; 2025Q2: 28,245 shares; 2025Q3: 31,504 shares; 2025Q4: 31,528 shares; 2026Q1: 34,418 shares; 2026Q2: 34,711 shares 34,711 $8.82M 0.73% +293 Timeline ESGV 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: 63,964 shares; 2024Q4: 65,716 shares; 2025Q1: 68,191 shares; 2025Q2: 65,602 shares; 2025Q3: 61,919 shares; 2025Q4: 69,459 shares; 2026Q1: 69,148 shares; 2026Q2: 66,573 shares 66,573 $8.8M 0.73% -2,575 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: 19,817 shares; 2024Q4: 22,921 shares; 2025Q1: 22,837 shares; 2025Q2: 28,212 shares; 2025Q3: 27,788 shares; 2025Q4: 27,562 shares; 2026Q1: 23,699 shares; 2026Q2: 26,260 shares 26,260 $8.6M 0.72% +2,561 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,137 shares; 2024Q4: 59,564 shares; 2025Q1: 55,588 shares; 2025Q2: 55,345 shares; 2025Q3: 56,091 shares; 2025Q4: 56,039 shares; 2026Q1: 55,476 shares; 2026Q2: 55,394 shares 55,394 $8.02M 0.67% -82 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 58,665 shares; 2025Q1: 59,942 shares; 2025Q2: 60,239 shares; 2025Q3: 59,488 shares; 2025Q4: 59,589 shares; 2026Q1: 59,425 shares; 2026Q2: 61,542 shares 61,542 $7.68M 0.64% +2,117 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,411 shares; 2024Q4: 30,411 shares; 2025Q1: 27,502 shares; 2025Q2: 40,532 shares; 2025Q3: 27,508 shares; 2025Q4: 27,553 shares; 2026Q1: 14,455 shares; 2026Q2: 40,511 shares 40,511 $7.5M 0.63% +26,056 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,123 shares; 2024Q4: 56,715 shares; 2025Q1: 58,086 shares; 2025Q2: 61,398 shares; 2025Q3: 66,385 shares; 2025Q4: 68,524 shares; 2026Q1: 68,826 shares; 2026Q2: 68,476 shares 68,476 $7.04M 0.59% -350 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,188 shares; 2024Q4: 24,090 shares; 2025Q1: 24,314 shares; 2025Q2: 24,705 shares; 2025Q3: 24,646 shares; 2025Q4: 28,168 shares; 2026Q1: 27,837 shares; 2026Q2: 27,498 shares 27,498 $6.92M 0.58% -339 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,689 shares; 2024Q4: 13,277 shares; 2025Q1: 13,807 shares; 2025Q2: 15,121 shares; 2025Q3: 14,531 shares; 2025Q4: 14,123 shares; 2026Q1: 14,518 shares; 2026Q2: 15,086 shares 15,086 $5.7M 0.48% +568 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,477 shares; 2024Q4: 21,354 shares; 2025Q1: 22,181 shares; 2025Q2: 39,966 shares; 2025Q3: 42,921 shares; 2025Q4: 45,237 shares; 2026Q1: 48,456 shares; 2026Q2: 48,423 shares 48,423 $5.15M 0.43% -33 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,180 shares; 2025Q1: 16,804 shares; 2025Q2: 24,876 shares; 2025Q3: 41,088 shares; 2025Q4: 55,428 shares; 2026Q1: 63,400 shares; 2026Q2: 63,878 shares 63,878 $5.07M 0.42% +478 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,576 shares; 2024Q4: 27,576 shares; 2025Q1: 27,576 shares; 2025Q2: 47,643 shares; 2025Q3: 64,798 shares; 2025Q4: 64,926 shares; 2026Q1: 27,576 shares; 2026Q2: 91,576 shares 91,576 $4.91M 0.41% +64,000 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: 6,450 shares; 2024Q4: 6,503 shares; 2025Q1: 6,547 shares; 2025Q2: 6,949 shares; 2025Q3: 6,540 shares; 2025Q4: 6,374 shares; 2026Q1: 6,728 shares; 2026Q2: 6,736 shares 6,736 $4.87M 0.41% +8 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,516 shares; 2024Q4: 294,516 shares; 2025Q1: 273,838 shares; 2025Q2: 273,838 shares; 2025Q3: 273,838 shares; 2025Q4: 273,838 shares; 2026Q1: 259,838 shares; 2026Q2: 257,338 shares 257,338 $4.72M 0.39% -2,500 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,948 shares; 2024Q4: 14,911 shares; 2025Q1: 14,419 shares; 2025Q2: 14,881 shares; 2025Q3: 16,146 shares; 2025Q4: 15,899 shares; 2026Q1: 12,956 shares; 2026Q2: 13,525 shares 13,525 $4.64M 0.39% +569 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: 7,927 shares; 2024Q4: 7,999 shares; 2025Q1: 8,177 shares; 2025Q2: 11,141 shares; 2025Q3: 9,645 shares; 2025Q4: 8,547 shares; 2026Q1: 7,661 shares; 2026Q2: 8,934 shares 8,934 $4.47M 0.37% +1,273 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: 24,211 shares; 2024Q4: 34,349 shares; 2025Q1: 35,005 shares; 2025Q2: 34,536 shares; 2025Q3: 34,837 shares; 2025Q4: 35,123 shares; 2026Q1: 33,319 shares; 2026Q2: 32,647 shares 32,647 $4.46M 0.37% -672 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 128,740 shares; 2026Q1: 162,010 shares; 2026Q2: 173,759 shares 173,759 $4.37M 0.36% +11,749 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,178 shares; 2024Q4: 11,691 shares; 2025Q1: 11,691 shares; 2025Q2: 11,691 shares; 2025Q3: 11,691 shares; 2025Q4: 11,691 shares; 2026Q1: 11,669 shares; 2026Q2: 11,696 shares 11,696 $4.31M 0.36% +27 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,104 shares; 2024Q4: 6,768 shares; 2025Q1: 6,881 shares; 2025Q2: 7,326 shares; 2025Q3: 7,358 shares; 2025Q4: 7,101 shares; 2026Q1: 6,978 shares; 2026Q2: 7,341 shares 7,341 $4.14M 0.34% +363 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; 2024Q3: 2,710 shares; 2024Q4: 3,033 shares; 2025Q1: 3,146 shares; 2025Q2: 3,898 shares; 2025Q3: 3,183 shares; 2025Q4: 3,253 shares; 2026Q1: 3,183 shares; 2026Q2: 3,409 shares 3,409 $4.09M 0.34% +226 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,120 shares; 2024Q4: 28,233 shares; 2025Q1: 28,233 shares; 2025Q2: 27,110 shares; 2025Q3: 26,350 shares; 2025Q4: 23,860 shares; 2026Q1: 23,860 shares; 2026Q2: 23,724 shares 23,724 $3.66M 0.31% -136 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: 10,075 shares; 2024Q4: 10,538 shares; 2025Q1: 10,541 shares; 2025Q2: 13,584 shares; 2025Q3: 13,598 shares; 2025Q4: 13,349 shares; 2026Q1: 13,361 shares; 2026Q2: 14,564 shares 14,564 $3.45M 0.29% +1,203 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,273 shares; 2024Q4: 28,898 shares; 2025Q1: 32,780 shares; 2025Q2: 29,785 shares; 2025Q3: 34,303 shares; 2025Q4: 34,636 shares; 2026Q1: 22,106 shares; 2026Q2: 24,594 shares 24,594 $3.43M 0.29% +2,488 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,677 shares; 2024Q4: 29,379 shares; 2025Q1: 29,729 shares; 2025Q2: 31,697 shares; 2025Q3: 33,670 shares; 2025Q4: 33,559 shares; 2026Q1: 28,002 shares; 2026Q2: 28,572 shares 28,572 $3.36M 0.28% +570 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: 25,312 shares; 2024Q4: 25,246 shares; 2025Q1: 25,032 shares; 2025Q2: 25,782 shares; 2025Q3: 23,788 shares; 2025Q4: 22,192 shares; 2026Q1: 21,572 shares; 2026Q2: 21,243 shares 21,243 $3.12M 0.26% -329 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: not reported; 2025Q1: 2,364 shares; 2025Q2: 2,220 shares; 2025Q3: 2,213 shares; 2025Q4: 2,392 shares; 2026Q1: 2,467 shares; 2026Q2: 2,670 shares 2,670 $3.08M 0.26% +203 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: 10,698 shares; 2024Q4: 10,728 shares; 2025Q1: 8,887 shares; 2025Q2: 8,915 shares; 2025Q3: 5,652 shares; 2025Q4: 5,652 shares; 2026Q1: 5,652 shares; 2026Q2: 19,013 shares 19,013 $3M 0.25% +13,361 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: 1,722 shares; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 3,405 shares; 2025Q3: 3,325 shares; 2025Q4: 3,612 shares; 2026Q1: 3,612 shares; 2026Q2: 3,816 shares 3,816 $2.86M 0.24% +204 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: 28,062 shares; 2024Q4: 34,746 shares; 2025Q1: 32,583 shares; 2025Q2: 23,976 shares; 2025Q3: 25,980 shares; 2025Q4: 28,281 shares; 2026Q1: 34,406 shares; 2026Q2: 56,241 shares 56,241 $2.84M 0.24% +21,835 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,415 shares; 2024Q4: 6,027 shares; 2025Q1: 5,203 shares; 2025Q2: 6,535 shares; 2025Q3: 6,558 shares; 2025Q4: 6,533 shares; 2026Q1: 6,466 shares; 2026Q2: 6,694 shares 6,694 $2.82M 0.23% +228 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,366 shares; 2024Q4: 8,886 shares; 2025Q1: 8,591 shares; 2025Q2: 8,516 shares; 2025Q3: 8,309 shares; 2025Q4: 7,937 shares; 2026Q1: 7,499 shares; 2026Q2: 7,101 shares 7,101 $2.8M 0.23% -398 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,390 shares; 2024Q4: 7,354 shares; 2025Q1: 7,353 shares; 2025Q2: 7,403 shares; 2025Q3: 6,740 shares; 2025Q4: 6,545 shares; 2026Q1: 16,875 shares; 2026Q2: 16,496 shares 16,496 $2.75M 0.23% -379 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,466 shares; 2024Q4: 35,584 shares; 2025Q1: 37,065 shares; 2025Q2: 36,608 shares; 2025Q3: 36,083 shares; 2025Q4: 36,891 shares; 2026Q1: 31,037 shares; 2026Q2: 32,912 shares 32,912 $2.67M 0.22% +1,875 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,755 shares; 2024Q4: 13,755 shares; 2025Q1: 13,756 shares; 2025Q2: 13,757 shares; 2025Q3: 11,357 shares; 2025Q4: 22,716 shares; 2026Q1: 22,717 shares; 2026Q2: 22,718 shares 22,718 $2.66M 0.22% +1 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; 2024Q3: 29,277 shares; 2024Q4: 88,090 shares; 2025Q1: 88,328 shares; 2025Q2: 88,562 shares; 2025Q3: 88,562 shares; 2025Q4: 88,562 shares; 2026Q1: 88,562 shares; 2026Q2: 88,562 shares 88,562 $2.61M 0.22% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,505 shares; 2024Q4: 31,505 shares; 2025Q1: 31,505 shares; 2025Q2: 31,505 shares; 2025Q3: 31,505 shares; 2025Q4: 31,505 shares; 2026Q1: 31,820 shares; 2026Q2: 33,316 shares 33,316 $2.52M 0.21% +1,496 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,146 shares; 2024Q4: 33,433 shares; 2025Q1: 34,392 shares; 2025Q2: 44,198 shares; 2025Q3: 46,955 shares; 2025Q4: 45,251 shares; 2026Q1: 45,308 shares; 2026Q2: 44,855 shares 44,855 $2.51M 0.21% -453 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: 3,852 shares; 2024Q4: 6,945 shares; 2025Q1: 6,866 shares; 2025Q2: 7,078 shares; 2025Q3: 7,274 shares; 2025Q4: 7,465 shares; 2026Q1: 6,219 shares; 2026Q2: 6,957 shares 6,957 $2.45M 0.2% +738 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,177 shares; 2024Q4: 4,064 shares; 2025Q1: 4,515 shares; 2025Q2: 4,087 shares; 2025Q3: 3,955 shares; 2025Q4: 3,833 shares; 2026Q1: 3,969 shares; 2026Q2: 4,080 shares 4,080 $2.37M 0.2% +111 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,594 shares; 2025Q1: 21,304 shares; 2025Q2: 20,308 shares; 2025Q3: 21,794 shares; 2025Q4: 22,656 shares; 2026Q1: 25,049 shares; 2026Q2: 27,234 shares 27,234 $2.28M 0.19% +2,185 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: 1,874 shares; 2024Q4: 1,953 shares; 2025Q1: 2,037 shares; 2025Q2: 2,149 shares; 2025Q3: 2,325 shares; 2025Q4: 2,085 shares; 2026Q1: 2,411 shares; 2026Q2: 2,424 shares 2,424 $2.27M 0.19% +13 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: not reported; 2025Q2: 11,052 shares; 2025Q3: 14,516 shares; 2025Q4: 15,142 shares; 2026Q1: not reported; 2026Q2: 14,070 shares 14,070 $2.23M 0.19% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,061 shares; 2024Q4: 11,398 shares; 2025Q1: 10,773 shares; 2025Q2: 6,988 shares; 2025Q3: 6,994 shares; 2025Q4: 7,000 shares; 2026Q1: 7,007 shares; 2026Q2: 7,013 shares 7,013 $2.12M 0.18% +6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,003 shares; 2024Q4: 7,956 shares; 2025Q1: 7,959 shares; 2025Q2: 8,282 shares; 2025Q3: 6,989 shares; 2025Q4: 6,896 shares; 2026Q1: 6,927 shares; 2026Q2: 6,946 shares 6,946 $2.09M 0.17% +19 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: 14,754 shares; 2024Q4: 15,788 shares; 2025Q1: 15,843 shares; 2025Q2: 17,853 shares; 2025Q3: 17,347 shares; 2025Q4: 18,334 shares; 2026Q1: 17,309 shares; 2026Q2: 18,241 shares 18,241 $2.07M 0.17% +932 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,818 shares; 2024Q4: 12,898 shares; 2025Q1: 13,003 shares; 2025Q2: 13,033 shares; 2025Q3: 14,494 shares; 2025Q4: 14,539 shares; 2026Q1: 11,189 shares; 2026Q2: 9,109 shares 9,109 $2.04M 0.17% -2,080 Timeline SPYV 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: 35,579 shares; 2024Q4: 32,946 shares; 2025Q1: 33,018 shares; 2025Q2: 33,119 shares; 2025Q3: 33,119 shares; 2025Q4: 33,119 shares; 2026Q1: 33,518 shares; 2026Q2: 33,518 shares 33,518 $2.04M 0.17% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,357 shares; 2024Q4: 76,460 shares; 2025Q1: 77,665 shares; 2025Q2: 77,632 shares; 2025Q3: 82,643 shares; 2025Q4: 82,656 shares; 2026Q1: 70,468 shares; 2026Q2: 70,474 shares 70,474 $2.04M 0.17% +6 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,685 shares; 2025Q1: 3,770 shares; 2025Q2: 4,039 shares; 2025Q3: 3,786 shares; 2025Q4: 3,691 shares; 2026Q1: 3,555 shares; 2026Q2: 3,866 shares 3,866 $1.99M 0.17% +311 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 928 shares; 2025Q4: 846 shares; 2026Q1: 841 shares; 2026Q2: 2,027 shares 2,027 $1.96M 0.16% +1,186 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,655 shares; 2024Q4: 9,073 shares; 2025Q1: 8,476 shares; 2025Q2: 8,525 shares; 2025Q3: 8,416 shares; 2025Q4: 8,384 shares; 2026Q1: 8,519 shares; 2026Q2: 8,752 shares 8,752 $1.94M 0.16% +233 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: 1,581 shares; 2024Q4: 1,689 shares; 2025Q1: 1,682 shares; 2025Q2: 1,633 shares; 2025Q3: 1,615 shares; 2025Q4: 1,689 shares; 2026Q1: 1,731 shares; 2026Q2: 1,772 shares 1,772 $1.89M 0.16% +41 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,383 shares; 2024Q4: 11,382 shares; 2025Q1: 9,538 shares; 2025Q2: 10,077 shares; 2025Q3: 9,023 shares; 2025Q4: 8,301 shares; 2026Q1: 9,212 shares; 2026Q2: 8,969 shares 8,969 $1.87M 0.16% -243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,906 shares; 2026Q1: 108,095 shares; 2026Q2: 35,531 shares 35,531 $1.77M 0.15% -72,564 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: 3,321 shares; 2024Q4: 3,316 shares; 2025Q1: 3,284 shares; 2025Q2: 2,355 shares; 2025Q3: 1,888 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 14,748 shares 14,748 $1.76M 0.15% +12,905 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,473 shares; 2024Q4: 2,335 shares; 2025Q1: 1,967 shares; 2025Q2: 2,039 shares; 2025Q3: 1,994 shares; 2025Q4: 1,887 shares; 2026Q1: 1,648 shares; 2026Q2: 1,698 shares 1,698 $1.72M 0.14% +50 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,138 shares; 2024Q4: 4,592 shares; 2025Q1: 4,216 shares; 2025Q2: 3,554 shares; 2025Q3: 4,034 shares; 2025Q4: 3,635 shares; 2026Q1: 3,629 shares; 2026Q2: 4,009 shares 4,009 $1.67M 0.14% +380 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 2,356 shares 2,356 $1.66M 0.14% new Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,730 shares; 2024Q4: 125,377 shares; 2025Q1: 125,377 shares; 2025Q2: 125,377 shares; 2025Q3: 125,377 shares; 2025Q4: 125,377 shares; 2026Q1: 64,390 shares; 2026Q2: 64,390 shares 64,390 $1.61M 0.13% 0 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: 3,466 shares; 2025Q1: 3,795 shares; 2025Q2: 3,595 shares; 2025Q3: 3,675 shares; 2025Q4: 3,710 shares; 2026Q1: 3,524 shares; 2026Q2: 3,605 shares 3,605 $1.56M 0.13% +81 Timeline AIQ 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: 21,182 shares; 2024Q4: 21,429 shares; 2025Q1: 22,322 shares; 2025Q2: 22,578 shares; 2025Q3: 22,980 shares; 2025Q4: 22,980 shares; 2026Q1: 22,980 shares; 2026Q2: 22,980 shares 22,980 $1.51M 0.13% 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; 2024Q3: 8,649 shares; 2024Q4: 23,609 shares; 2025Q1: 23,717 shares; 2025Q2: 24,076 shares; 2025Q3: 23,129 shares; 2025Q4: 25,898 shares; 2026Q1: 23,884 shares; 2026Q2: 16,279 shares 16,279 $1.48M 0.12% -7,605 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,288 shares; 2024Q4: 10,364 shares; 2025Q1: 10,453 shares; 2025Q2: 10,561 shares; 2025Q3: 10,929 shares; 2025Q4: 11,299 shares; 2026Q1: 9,711 shares; 2026Q2: 9,974 shares 9,974 $1.46M 0.12% +263 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,906 shares; 2024Q4: 61,351 shares; 2025Q1: 39,632 shares; 2025Q2: 33,589 shares; 2025Q3: 31,938 shares; 2025Q4: 31,446 shares; 2026Q1: 14,286 shares; 2026Q2: 14,182 shares 14,182 $1.45M 0.12% -104 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,447 shares; 2024Q4: 4,438 shares; 2025Q1: 4,389 shares; 2025Q2: 4,264 shares; 2025Q3: 4,191 shares; 2025Q4: 4,191 shares; 2026Q1: 4,454 shares; 2026Q2: 4,256 shares 4,256 $1.45M 0.12% -198 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,480 shares; 2024Q4: 6,539 shares; 2025Q1: 6,609 shares; 2025Q2: 6,701 shares; 2025Q3: 5,416 shares; 2025Q4: 6,025 shares; 2026Q1: 6,169 shares; 2026Q2: 5,632 shares 5,632 $1.44M 0.12% -537 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: 5,583 shares; 2024Q4: 6,088 shares; 2025Q1: 6,192 shares; 2025Q2: 6,167 shares; 2025Q3: 6,440 shares; 2025Q4: 6,507 shares; 2026Q1: 6,133 shares; 2026Q2: 5,244 shares 5,244 $1.42M 0.12% -889 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,936 shares 8,936 $1.4M 0.12% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,372 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares; 2026Q1: 9,996 shares; 2026Q2: 9,996 shares 9,996 $1.37M 0.11% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,680 shares; 2024Q4: 11,811 shares; 2025Q1: 11,021 shares; 2025Q2: 9,760 shares; 2025Q3: 9,695 shares; 2025Q4: 13,607 shares; 2026Q1: 10,344 shares; 2026Q2: 10,095 shares 10,095 $1.3M 0.11% -249 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,740 shares; 2024Q4: 4,837 shares; 2025Q1: 4,892 shares; 2025Q2: 4,527 shares; 2025Q3: 4,556 shares; 2025Q4: 4,583 shares; 2026Q1: 4,423 shares; 2026Q2: 4,557 shares 4,557 $1.24M 0.1% +134 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 6,852 shares; 2025Q1: 7,176 shares; 2025Q2: 8,703 shares; 2025Q3: 7,569 shares; 2025Q4: 7,456 shares; 2026Q1: 5,637 shares; 2026Q2: 6,727 shares 6,727 $1.22M 0.1% +1,090 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,448 shares; 2024Q4: 5,567 shares; 2025Q1: 5,530 shares; 2025Q2: 5,631 shares; 2025Q3: 5,533 shares; 2025Q4: 5,855 shares; 2026Q1: 6,180 shares; 2026Q2: 6,411 shares 6,411 $1.22M 0.1% +231 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,342 shares; 2024Q4: 2,425 shares; 2025Q1: 2,541 shares; 2025Q2: 2,843 shares; 2025Q3: 2,687 shares; 2025Q4: 2,878 shares; 2026Q1: 3,144 shares; 2026Q2: 3,189 shares 3,189 $1.19M 0.1% +45 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,044 shares; 2024Q4: 11,044 shares; 2025Q1: 11,044 shares; 2025Q2: 11,044 shares; 2025Q3: 11,044 shares; 2025Q4: 11,044 shares; 2026Q1: 11,044 shares; 2026Q2: 11,044 shares 11,044 $1.13M 0.09% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 838 shares; 2025Q1: 868 shares; 2025Q2: 1,598 shares; 2025Q3: 1,316 shares; 2025Q4: 1,328 shares; 2026Q1: 705 shares; 2026Q2: 1,149 shares 1,149 $1.11M 0.09% +444 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,891 shares; 2024Q4: 18,495 shares; 2025Q1: 17,290 shares; 2025Q2: 18,042 shares; 2025Q3: 17,568 shares; 2025Q4: 18,121 shares; 2026Q1: 18,066 shares; 2026Q2: 18,956 shares 18,956 $1.08M 0.09% +890 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 771 shares; 2025Q4: 839 shares; 2026Q1: 858 shares; 2026Q2: 914 shares 914 $1.07M 0.09% +56 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 338 shares; 2025Q3: 324 shares; 2025Q4: 325 shares; 2026Q1: 315 shares; 2026Q2: 3,392 shares 3,392 $1.02M 0.09% +3,077 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 3,149 shares; 2025Q1: 2,556 shares; 2025Q2: 3,683 shares; 2025Q3: 4,774 shares; 2025Q4: 6,163 shares; 2026Q1: 6,657 shares; 2026Q2: 9,608 shares 9,608 $1.02M 0.09% +2,951 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,188 shares; 2025Q1: 18,214 shares; 2025Q2: 18,340 shares; 2025Q3: 18,366 shares; 2025Q4: 18,392 shares; 2026Q1: 19,822 shares; 2026Q2: 20,046 shares 20,046 $993K 0.08% +224 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,769 shares; 2024Q4: 5,359 shares; 2025Q1: 5,692 shares; 2025Q2: 4,748 shares; 2025Q3: 5,129 shares; 2025Q4: 5,201 shares; 2026Q1: 5,878 shares; 2026Q2: 5,984 shares 5,984 $992K 0.08% +106 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,536 shares; 2024Q4: 8,549 shares; 2025Q1: 8,849 shares; 2025Q2: 8,864 shares; 2025Q3: 8,864 shares; 2025Q4: 9,458 shares; 2026Q1: 9,458 shares; 2026Q2: 9,543 shares 9,543 $991K 0.08% +85 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,612 shares; 2025Q1: 1,865 shares; 2025Q2: 1,790 shares; 2025Q3: 1,781 shares; 2025Q4: 1,631 shares; 2026Q1: 1,685 shares; 2026Q2: 1,795 shares 1,795 $932K 0.08% +110 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: 2,059 shares; 2024Q4: 2,104 shares; 2025Q1: 2,245 shares; 2025Q2: 3,019 shares; 2025Q3: 3,003 shares; 2025Q4: 3,039 shares; 2026Q1: 3,105 shares; 2026Q2: 3,280 shares 3,280 $922K 0.08% +175 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,619 shares; 2024Q4: 13,112 shares; 2025Q1: 11,463 shares; 2025Q2: 11,270 shares; 2025Q3: 11,270 shares; 2025Q4: 11,270 shares; 2026Q1: 10,856 shares; 2026Q2: 10,956 shares 10,956 $886K 0.07% +100 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: 4,778 shares; 2024Q4: 4,700 shares; 2025Q1: 4,510 shares; 2025Q2: 4,482 shares; 2025Q3: 4,482 shares; 2025Q4: 5,128 shares; 2026Q1: 5,884 shares; 2026Q2: 5,956 shares 5,956 $883K 0.07% +72 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,523 shares; 2024Q4: 5,615 shares; 2025Q1: 5,791 shares; 2025Q2: 6,016 shares; 2025Q3: 5,942 shares; 2025Q4: 5,996 shares; 2026Q1: 6,091 shares; 2026Q2: 6,282 shares 6,282 $879K 0.07% +191 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,345 shares; 2024Q4: 10,689 shares; 2025Q1: 10,731 shares; 2025Q2: 8,017 shares; 2025Q3: 7,868 shares; 2025Q4: 7,557 shares; 2026Q1: 7,576 shares; 2026Q2: 7,483 shares 7,483 $878K 0.07% -93 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,492 shares; 2024Q4: 2,583 shares; 2025Q1: 2,580 shares; 2025Q2: 2,634 shares; 2025Q3: 2,619 shares; 2025Q4: 2,588 shares; 2026Q1: 2,508 shares; 2026Q2: 2,739 shares 2,739 $862K 0.07% +231 Timeline SCHG 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: 8,262 shares; 2024Q4: 33,071 shares; 2025Q1: 33,095 shares; 2025Q2: 33,116 shares; 2025Q3: 33,116 shares; 2025Q4: 25,394 shares; 2026Q1: 25,394 shares; 2026Q2: 25,394 shares 25,394 $859K 0.07% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,786 shares; 2024Q4: 3,022 shares; 2025Q1: 3,109 shares; 2025Q2: 3,016 shares; 2025Q3: 3,545 shares; 2025Q4: 3,540 shares; 2026Q1: 3,041 shares; 2026Q2: 3,059 shares 3,059 $852K 0.07% +18 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,849 shares; 2024Q4: 4,919 shares; 2025Q1: 4,894 shares; 2025Q2: 4,942 shares; 2025Q3: 5,438 shares; 2025Q4: 5,396 shares; 2026Q1: 4,924 shares; 2026Q2: 5,004 shares 5,004 $849K 0.07% +80 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 1,043 shares; 2025Q1: 1,081 shares; 2025Q2: 1,168 shares; 2025Q3: 1,186 shares; 2025Q4: 9,946 shares; 2026Q1: 11,469 shares; 2026Q2: 11,791 shares 11,791 $842K 0.07% +322 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: 11,878 shares; 2024Q4: 11,541 shares; 2025Q1: 10,442 shares; 2025Q2: 8,921 shares; 2025Q3: 9,491 shares; 2025Q4: 9,724 shares; 2026Q1: 7,092 shares; 2026Q2: 6,184 shares 6,184 $837K 0.07% -908 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663 $794K 0.07% new 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: 10,576 shares; 2024Q4: 7,494 shares; 2025Q1: 7,378 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,222 shares 13,222 $789K 0.07% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,622 shares; 2025Q1: 1,601 shares; 2025Q2: 1,493 shares; 2025Q3: 1,940 shares; 2025Q4: 2,040 shares; 2026Q1: 1,809 shares; 2026Q2: 1,565 shares 1,565 $785K 0.07% -244 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,141 shares; 2025Q3: 3,076 shares; 2025Q4: 5,239 shares; 2026Q1: 14,362 shares; 2026Q2: 15,245 shares 15,245 $778K 0.06% +883 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: 2,131 shares; 2024Q4: 2,178 shares; 2025Q1: 1,761 shares; 2025Q2: 2,430 shares; 2025Q3: 1,940 shares; 2025Q4: 1,741 shares; 2026Q1: 1,717 shares; 2026Q2: 2,266 shares 2,266 $766K 0.06% +549 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: 792 shares; 2024Q4: 1,675 shares; 2025Q1: 1,629 shares; 2025Q2: 1,488 shares; 2025Q3: 1,552 shares; 2025Q4: 1,631 shares; 2026Q1: 1,603 shares; 2026Q2: 2,225 shares 2,225 $759K 0.06% +622 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,251 shares; 2026Q1: 1,268 shares; 2026Q2: 1,182 shares 1,182 $755K 0.06% -86 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 617 shares; 2025Q1: 618 shares; 2025Q2: 652 shares; 2025Q3: 630 shares; 2025Q4: 637 shares; 2026Q1: 676 shares; 2026Q2: 767 shares 767 $750K 0.06% +91 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; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 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: 1,689 shares; 2024Q4: 2,460 shares; 2025Q1: 2,422 shares; 2025Q2: 3,358 shares; 2025Q3: 3,442 shares; 2025Q4: 3,584 shares; 2026Q1: 3,518 shares; 2026Q2: 3,386 shares 3,386 $747K 0.06% -132 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 317 shares 317 $721K 0.06% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,357 shares; 2024Q4: 3,358 shares; 2025Q1: 3,359 shares; 2025Q2: 7,946 shares; 2025Q3: 6,352 shares; 2025Q4: 6,365 shares; 2026Q1: 6,374 shares; 2026Q2: 6,459 shares 6,459 $713K 0.06% +85 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 507 shares; 2025Q4: 474 shares; 2026Q1: 529 shares; 2026Q2: 931 shares 931 $710K 0.06% +402 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; 2024Q3: 2,052 shares; 2024Q4: 2,053 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,056 shares; 2026Q1: 2,057 shares; 2026Q2: 2,057 shares 2,057 $707K 0.06% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,544 shares; 2024Q4: 1,498 shares; 2025Q1: 1,518 shares; 2025Q2: 1,484 shares; 2025Q3: 1,332 shares; 2025Q4: 1,264 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $676K 0.06% 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; 2024Q3: not reported; 2024Q4: 4,952 shares; 2025Q1: 3,863 shares; 2025Q2: 4,570 shares; 2025Q3: 4,650 shares; 2025Q4: 4,520 shares; 2026Q1: 6,160 shares; 2026Q2: 5,621 shares 5,621 $656K 0.05% -539 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,265 shares; 2024Q4: 5,413 shares; 2025Q1: 5,635 shares; 2025Q2: 5,951 shares; 2025Q3: 5,980 shares; 2025Q4: 5,969 shares; 2026Q1: 6,917 shares; 2026Q2: 7,077 shares 7,077 $653K 0.05% +160 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,098 shares; 2025Q1: 3,309 shares; 2025Q2: 3,690 shares; 2025Q3: 3,380 shares; 2025Q4: 3,538 shares; 2026Q1: 3,535 shares; 2026Q2: 3,658 shares 3,658 $645K 0.05% +123 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 1,406 shares; 2025Q1: 1,395 shares; 2025Q2: 1,579 shares; 2025Q3: 1,585 shares; 2025Q4: 1,541 shares; 2026Q1: 1,734 shares; 2026Q2: 1,612 shares 1,612 $640K 0.05% -122 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,671 shares; 2025Q3: 6,687 shares; 2025Q4: 6,710 shares; 2026Q1: 6,724 shares; 2026Q2: 6,739 shares 6,739 $637K 0.05% +15 Timeline SUSL 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: 4,719 shares; 2025Q3: 4,731 shares; 2025Q4: 4,745 shares; 2026Q1: 4,758 shares; 2026Q2: 4,768 shares 4,768 $633K 0.05% +10 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,689 shares 3,689 $630K 0.05% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,284 shares; 2024Q4: 7,377 shares; 2025Q1: 7,459 shares; 2025Q2: 7,253 shares; 2025Q3: 7,273 shares; 2025Q4: 7,676 shares; 2026Q1: 4,935 shares; 2026Q2: 4,403 shares 4,403 $630K 0.05% -532 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: 922 shares; 2024Q4: 956 shares; 2025Q1: 982 shares; 2025Q2: 1,017 shares; 2025Q3: 962 shares; 2025Q4: 960 shares; 2026Q1: 979 shares; 2026Q2: 986 shares 986 $625K 0.05% +7 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: 8,075 shares; 2024Q4: 8,428 shares; 2025Q1: 8,372 shares; 2025Q2: 8,414 shares; 2025Q3: 6,418 shares; 2025Q4: 6,605 shares; 2026Q1: 8,039 shares; 2026Q2: 7,026 shares 7,026 $617K 0.05% -1,013 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: 2,053 shares 2,053 $612K 0.05% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,417 shares; 2024Q4: 6,439 shares; 2025Q1: 6,460 shares; 2025Q2: 6,479 shares; 2025Q3: 6,499 shares; 2025Q4: 6,518 shares; 2026Q1: 6,819 shares; 2026Q2: 6,837 shares 6,837 $601K 0.05% +18 Timeline SCHM 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: 8,087 shares; 2024Q4: 24,361 shares; 2025Q1: 24,433 shares; 2025Q2: 18,009 shares; 2025Q3: 16,264 shares; 2025Q4: 16,264 shares; 2026Q1: 16,264 shares; 2026Q2: 16,264 shares 16,264 $600K 0.05% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,029 shares; 2025Q3: 6,052 shares; 2025Q4: 6,076 shares; 2026Q1: 6,101 shares; 2026Q2: 6,213 shares 6,213 $599K 0.05% +112 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE 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: 2,948 shares; 2025Q3: 2,811 shares; 2025Q4: 2,810 shares; 2026Q1: 2,773 shares; 2026Q2: 2,980 shares 2,980 $598K 0.05% +207 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: 12,088 shares; 2024Q4: 12,139 shares; 2025Q1: 12,172 shares; 2025Q2: 8,465 shares; 2025Q3: 7,659 shares; 2025Q4: 7,659 shares; 2026Q1: 7,659 shares; 2026Q2: 7,659 shares 7,659 $591K 0.05% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 2,474 shares; 2025Q1: 2,754 shares; 2025Q2: 2,829 shares; 2025Q3: 3,361 shares; 2025Q4: 3,372 shares; 2026Q1: 2,778 shares; 2026Q2: 2,696 shares 2,696 $589K 0.05% -82 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,614 shares; 2025Q1: 1,719 shares; 2025Q2: 1,619 shares; 2025Q3: 1,278 shares; 2025Q4: 1,375 shares; 2026Q1: 1,449 shares; 2026Q2: 1,624 shares 1,624 $588K 0.05% +175 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,375 shares; 2024Q4: 6,853 shares; 2025Q1: 7,098 shares; 2025Q2: 6,834 shares; 2025Q3: 6,895 shares; 2025Q4: 6,919 shares; 2026Q1: 6,841 shares; 2026Q2: 7,045 shares 7,045 $582K 0.05% +204 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,133 shares; 2024Q4: 2,294 shares; 2025Q1: 2,321 shares; 2025Q2: 1,854 shares; 2025Q3: 1,377 shares; 2025Q4: 1,223 shares; 2026Q1: 1,791 shares; 2026Q2: 1,935 shares 1,935 $577K 0.05% +144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,561 shares 6,561 $575K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 548 shares; 2025Q1: 762 shares; 2025Q2: 637 shares; 2025Q3: 554 shares; 2025Q4: 576 shares; 2026Q1: 827 shares; 2026Q2: 1,157 shares 1,157 $575K 0.05% +330 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,013 shares; 2024Q4: 3,462 shares; 2025Q1: 3,384 shares; 2025Q2: 3,503 shares; 2025Q3: 3,568 shares; 2025Q4: 3,580 shares; 2026Q1: 3,630 shares; 2026Q2: 3,758 shares 3,758 $569K 0.05% +128 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; 2024Q3: 3,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,626 shares; 2025Q4: 4,043 shares; 2026Q1: 4,842 shares; 2026Q2: 4,842 shares 4,842 $567K 0.05% 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; 2024Q3: 1,153 shares; 2024Q4: 1,176 shares; 2025Q1: 1,255 shares; 2025Q2: 1,315 shares; 2025Q3: 1,327 shares; 2025Q4: 1,241 shares; 2026Q1: 1,265 shares; 2026Q2: 1,316 shares 1,316 $561K 0.05% +51 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,159 shares; 2025Q4: 4,960 shares; 2026Q1: 4,891 shares; 2026Q2: 4,891 shares 4,891 $556K 0.05% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,024 shares 7,024 $555K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,881 shares 6,881 $554K 0.05% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,413 shares; 2024Q4: 14,850 shares; 2025Q1: 14,923 shares; 2025Q2: 15,340 shares; 2025Q3: 15,264 shares; 2025Q4: 13,527 shares; 2026Q1: 13,667 shares; 2026Q2: 12,942 shares 12,942 $552K 0.05% -725 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,551 shares; 2024Q4: 4,246 shares; 2025Q1: 4,286 shares; 2025Q2: 3,905 shares; 2025Q3: 3,880 shares; 2025Q4: 4,013 shares; 2026Q1: 3,488 shares; 2026Q2: 3,394 shares 3,394 $543K 0.05% -94 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: 1,811 shares; 2024Q4: 1,829 shares; 2025Q1: 1,786 shares; 2025Q2: 1,760 shares; 2025Q3: 1,781 shares; 2025Q4: 1,782 shares; 2026Q1: 1,783 shares; 2026Q2: 1,784 shares 1,784 $541K 0.05% +1 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,296 shares; 2024Q4: 5,566 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,762 shares 3,762 $538K 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,170 shares; 2024Q4: 28,008 shares; 2025Q1: 21,891 shares; 2025Q2: 22,838 shares; 2025Q3: 25,411 shares; 2025Q4: 24,263 shares; 2026Q1: 25,943 shares; 2026Q2: 25,993 shares 25,993 $538K 0.04% +50 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 63 shares; 2025Q3: 61 shares; 2025Q4: 68 shares; 2026Q1: 51 shares; 2026Q2: 3,012 shares 3,012 $537K 0.04% +2,961 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,242 shares; 2024Q4: 4,310 shares; 2025Q1: 4,301 shares; 2025Q2: 4,408 shares; 2025Q3: 4,345 shares; 2025Q4: 4,408 shares; 2026Q1: 4,471 shares; 2026Q2: 4,538 shares 4,538 $532K 0.04% +67 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: not reported; 2025Q3: 1,421 shares; 2025Q4: not reported; 2026Q1: 1,388 shares; 2026Q2: 1,226 shares 1,226 $529K 0.04% -162 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,487 shares; 2024Q4: 2,806 shares; 2025Q1: 2,820 shares; 2025Q2: 3,411 shares; 2025Q3: 3,456 shares; 2025Q4: 3,393 shares; 2026Q1: 4,003 shares; 2026Q2: 4,117 shares 4,117 $521K 0.04% +114 Timeline NUDM 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: 13,138 shares; 2025Q1: 13,138 shares; 2025Q2: 9,665 shares; 2025Q3: 9,665 shares; 2025Q4: 10,095 shares; 2026Q1: 13,022 shares; 2026Q2: 13,022 shares 13,022 $521K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,727 shares; 2024Q4: 3,077 shares; 2025Q1: 2,913 shares; 2025Q2: 3,622 shares; 2025Q3: 3,495 shares; 2025Q4: 3,459 shares; 2026Q1: 3,134 shares; 2026Q2: 2,762 shares 2,762 $510K 0.04% -372 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 492 shares; 2025Q1: 565 shares; 2025Q2: 489 shares; 2025Q3: 440 shares; 2025Q4: 433 shares; 2026Q1: 427 shares; 2026Q2: 445 shares 445 $504K 0.04% +18 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: 3,759 shares; 2024Q4: 4,495 shares; 2025Q1: 4,591 shares; 2025Q2: 4,594 shares; 2025Q3: 4,681 shares; 2025Q4: 4,757 shares; 2026Q1: 4,806 shares; 2026Q2: 5,844 shares 5,844 $500K 0.04% +1,038 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,961 shares; 2026Q1: 1,961 shares; 2026Q2: 1,972 shares 1,972 $499K 0.04% +11 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,284 shares; 2025Q1: 3,442 shares; 2025Q2: 3,305 shares; 2025Q3: 3,322 shares; 2025Q4: 3,225 shares; 2026Q1: 3,272 shares; 2026Q2: 3,439 shares 3,439 $497K 0.04% +167 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,418 shares; 2025Q1: 1,407 shares; 2025Q2: 1,447 shares; 2025Q3: 1,430 shares; 2025Q4: 1,442 shares; 2026Q1: 1,438 shares; 2026Q2: 1,503 shares 1,503 $497K 0.04% +65 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 1,911 shares; 2025Q3: 1,930 shares; 2025Q4: 1,890 shares; 2026Q1: 1,906 shares; 2026Q2: 1,831 shares 1,831 $495K 0.04% -75 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,079 shares; 2024Q4: 4,106 shares; 2025Q1: 4,140 shares; 2025Q2: 4,114 shares; 2025Q3: 4,055 shares; 2025Q4: 3,943 shares; 2026Q1: 4,675 shares; 2026Q2: 4,973 shares 4,973 $489K 0.04% +298 Timeline NUSC 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: 16,964 shares; 2024Q4: 20,271 shares; 2025Q1: 19,882 shares; 2025Q2: 10,820 shares; 2025Q3: 10,820 shares; 2025Q4: 10,075 shares; 2026Q1: 10,075 shares; 2026Q2: 9,100 shares 9,100 $474K 0.04% -975 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: not reported; 2026Q1: not reported; 2026Q2: 8,962 shares 8,962 $469K 0.04% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 647 shares; 2026Q2: 655 shares 655 $467K 0.04% +8 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,522 shares; 2025Q1: 3,519 shares; 2025Q2: 3,542 shares; 2025Q3: 3,522 shares; 2025Q4: 3,418 shares; 2026Q1: 3,449 shares; 2026Q2: 3,471 shares 3,471 $460K 0.04% +22 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,870 shares; 2025Q1: 8,754 shares; 2025Q2: 11,617 shares; 2025Q3: 14,786 shares; 2025Q4: 16,909 shares; 2026Q1: 11,317 shares; 2026Q2: 13,805 shares 13,805 $460K 0.04% +2,488 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,664 shares; 2024Q4: 14,701 shares; 2025Q1: 14,134 shares; 2025Q2: 12,376 shares; 2025Q3: 12,408 shares; 2025Q4: 12,418 shares; 2026Q1: 9,057 shares; 2026Q2: 9,636 shares 9,636 $458K 0.04% +579 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: 1,622 shares; 2024Q4: 1,655 shares; 2025Q1: 1,628 shares; 2025Q2: 1,704 shares; 2025Q3: 1,711 shares; 2025Q4: 1,720 shares; 2026Q1: 1,422 shares; 2026Q2: 1,425 shares 1,425 $448K 0.04% +3 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,131 shares; 2024Q4: 2,110 shares; 2025Q1: 1,905 shares; 2025Q2: 1,122 shares; 2025Q3: not reported; 2025Q4: 1,169 shares; 2026Q1: 2,327 shares; 2026Q2: 2,318 shares 2,318 $442K 0.04% -9 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 8,063 shares; 2025Q3: 3,131 shares; 2025Q4: 2,059 shares; 2026Q1: 2,059 shares; 2026Q2: 2,059 shares 2,059 $438K 0.04% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,639 shares; 2024Q4: 4,800 shares; 2025Q1: 4,495 shares; 2025Q2: 4,467 shares; 2025Q3: 4,397 shares; 2025Q4: 4,244 shares; 2026Q1: 3,573 shares; 2026Q2: 3,548 shares 3,548 $430K 0.04% -25 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 2,582 shares 2,582 $418K 0.03% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,400 shares; 2025Q1: 1,427 shares; 2025Q2: 1,388 shares; 2025Q3: 1,401 shares; 2025Q4: 1,422 shares; 2026Q1: 1,488 shares; 2026Q2: 1,259 shares 1,259 $418K 0.03% -229 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,858 shares 1,858 $416K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439 shares; 2024Q4: 832 shares; 2025Q1: 845 shares; 2025Q2: 849 shares; 2025Q3: 842 shares; 2025Q4: 2,640 shares; 2026Q1: 2,371 shares; 2026Q2: 4,168 shares 4,168 $414K 0.03% +1,797 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,868 shares 1,868 $413K 0.03% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 25,251 shares 25,251 $412K 0.03% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,278 shares; 2024Q4: 8,951 shares; 2025Q1: 9,758 shares; 2025Q2: 10,263 shares; 2025Q3: 9,266 shares; 2025Q4: 7,790 shares; 2026Q1: 9,459 shares; 2026Q2: 9,718 shares 9,718 $411K 0.03% +259 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,479 shares; 2024Q4: 1,511 shares; 2025Q1: 1,470 shares; 2025Q2: 1,570 shares; 2025Q3: 1,571 shares; 2025Q4: 1,596 shares; 2026Q1: 1,647 shares; 2026Q2: 1,670 shares 1,670 $411K 0.03% +23 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,049 shares; 2024Q4: 4,307 shares; 2025Q1: 4,559 shares; 2025Q2: 4,176 shares; 2025Q3: 4,205 shares; 2025Q4: 4,387 shares; 2026Q1: 3,962 shares; 2026Q2: 4,240 shares 4,240 $406K 0.03% +278 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,636 shares; 2025Q3: 1,567 shares; 2025Q4: 1,561 shares; 2026Q1: 1,547 shares; 2026Q2: 1,584 shares 1,584 $405K 0.03% +37 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,959 shares 13,959 $404K 0.03% new 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; 2024Q3: 2,570 shares; 2024Q4: 3,007 shares; 2025Q1: 3,073 shares; 2025Q2: 3,036 shares; 2025Q3: 3,048 shares; 2025Q4: 3,250 shares; 2026Q1: 3,210 shares; 2026Q2: 3,176 shares 3,176 $401K 0.03% -34 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 1,010 shares; 2025Q1: 1,000 shares; 2025Q2: 993 shares; 2025Q3: 990 shares; 2025Q4: 964 shares; 2026Q1: 914 shares; 2026Q2: 877 shares 877 $397K 0.03% -37 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,552 shares; 2024Q4: 5,050 shares; 2025Q1: 4,876 shares; 2025Q2: 4,791 shares; 2025Q3: 4,701 shares; 2025Q4: 4,562 shares; 2026Q1: 3,174 shares; 2026Q2: 3,002 shares 3,002 $395K 0.03% -172 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 1,480 shares; 2025Q4: 1,477 shares; 2026Q1: 1,478 shares; 2026Q2: 1,514 shares 1,514 $394K 0.03% +36 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 917 shares; 2025Q1: 863 shares; 2025Q2: 742 shares; 2025Q3: 776 shares; 2025Q4: 789 shares; 2026Q1: 718 shares; 2026Q2: 765 shares 765 $394K 0.03% +47 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 1,655 shares; 2025Q1: 1,678 shares; 2025Q2: 1,749 shares; 2025Q3: 1,643 shares; 2025Q4: 1,720 shares; 2026Q1: 1,775 shares; 2026Q2: 1,714 shares 1,714 $382K 0.03% -61 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693 shares; 2024Q4: 692 shares; 2025Q1: 755 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 729 shares; 2026Q1: 736 shares; 2026Q2: 777 shares 777 $382K 0.03% +41 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,393 shares; 2024Q4: 3,578 shares; 2025Q1: 4,631 shares; 2025Q2: 5,216 shares; 2025Q3: 5,395 shares; 2025Q4: 5,664 shares; 2026Q1: 5,651 shares; 2026Q2: 5,282 shares 5,282 $381K 0.03% -369 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 2,055 shares; 2025Q4: 1,974 shares; 2026Q1: 1,962 shares; 2026Q2: 2,201 shares 2,201 $374K 0.03% +239 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,624 shares; 2024Q4: 5,857 shares; 2025Q1: 5,271 shares; 2025Q2: 4,928 shares; 2025Q3: 4,730 shares; 2025Q4: 5,110 shares; 2026Q1: 3,227 shares; 2026Q2: 3,866 shares 3,866 $372K 0.03% +639 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,916 shares; 2024Q4: 2,918 shares; 2025Q1: 2,928 shares; 2025Q2: 3,136 shares; 2025Q3: 3,142 shares; 2025Q4: 2,891 shares; 2026Q1: 2,925 shares; 2026Q2: 2,920 shares 2,920 $369K 0.03% -5 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,205 shares; 2025Q3: 1,213 shares; 2025Q4: 1,227 shares; 2026Q1: 1,261 shares; 2026Q2: 1,346 shares 1,346 $362K 0.03% +85 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; 2024Q3: not reported; 2024Q4: 7,373 shares; 2025Q1: 7,486 shares; 2025Q2: 10,650 shares; 2025Q3: 7,358 shares; 2025Q4: 7,471 shares; 2026Q1: 4,460 shares; 2026Q2: 4,903 shares 4,903 $353K 0.03% +443 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 253 shares; 2025Q1: 255 shares; 2025Q2: 251 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 254 shares; 2026Q2: 259 shares 259 $352K 0.03% +5 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,227 shares; 2024Q4: 4,828 shares; 2025Q1: 5,241 shares; 2025Q2: 3,275 shares; 2025Q3: 4,189 shares; 2025Q4: 4,125 shares; 2026Q1: 3,078 shares; 2026Q2: 3,426 shares 3,426 $350K 0.03% +348 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,116 shares; 2026Q2: 2,116 shares 2,116 $350K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,918 shares; 2024Q4: 3,088 shares; 2025Q1: 2,969 shares; 2025Q2: 2,744 shares; 2025Q3: 2,685 shares; 2025Q4: 2,733 shares; 2026Q1: 2,951 shares; 2026Q2: 2,967 shares 2,967 $349K 0.03% +16 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,551 shares; 2024Q4: 2,616 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,432 shares; 2025Q4: 2,267 shares; 2026Q1: 2,267 shares; 2026Q2: 2,267 shares 2,267 $348K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,243 shares; 2025Q3: 1,161 shares; 2025Q4: 1,132 shares; 2026Q1: 1,154 shares; 2026Q2: 1,575 shares 1,575 $341K 0.03% +421 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,312 shares 3,312 $337K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,250 shares; 2024Q4: 10,702 shares; 2025Q1: 9,506 shares; 2025Q2: 13,331 shares; 2025Q3: 12,512 shares; 2025Q4: 15,110 shares; 2026Q1: 15,846 shares; 2026Q2: 13,950 shares 13,950 $336K 0.03% -1,896 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,738 shares; 2024Q4: 4,021 shares; 2025Q1: 3,690 shares; 2025Q2: 3,833 shares; 2025Q3: 3,577 shares; 2025Q4: 4,000 shares; 2026Q1: 3,832 shares; 2026Q2: 3,615 shares 3,615 $331K 0.03% -217 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,276 shares; 2024Q4: 9,333 shares; 2025Q1: 8,802 shares; 2025Q2: 8,637 shares; 2025Q3: 8,765 shares; 2025Q4: 9,243 shares; 2026Q1: 5,341 shares; 2026Q2: 2,659 shares 2,659 $331K 0.03% -2,682 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 785 shares; 2025Q4: 842 shares; 2026Q1: 824 shares; 2026Q2: 855 shares 855 $317K 0.03% +31 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 762 shares; 2025Q4: 770 shares; 2026Q1: 778 shares; 2026Q2: 842 shares 842 $316K 0.03% +64 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,119 shares; 2025Q1: 9,003 shares; 2025Q2: 9,377 shares; 2025Q3: 9,071 shares; 2025Q4: 8,977 shares; 2026Q1: 9,245 shares; 2026Q2: 9,856 shares 9,856 $315K 0.03% +611 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,774 shares; 2025Q4: 3,765 shares; 2026Q1: 3,859 shares; 2026Q2: 4,041 shares 4,041 $312K 0.03% +182 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,247 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: not reported; 2025Q3: 5,724 shares; 2025Q4: 5,724 shares; 2026Q1: 5,724 shares; 2026Q2: 5,724 shares 5,724 $309K 0.03% 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; 2024Q3: 3,552 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares; 2025Q2: 3,552 shares; 2025Q3: 3,082 shares; 2025Q4: 2,847 shares; 2026Q1: 2,847 shares; 2026Q2: 2,847 shares 2,847 $306K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,596 shares; 2024Q4: 5,697 shares; 2025Q1: 5,301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,040 shares; 2026Q1: 5,525 shares; 2026Q2: 5,275 shares 5,275 $304K 0.03% -250 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: 4,316 shares; 2024Q4: 2,836 shares; 2025Q1: 1,722 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,701 shares; 2026Q2: 1,701 shares 1,701 $301K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,175 shares; 2026Q2: 3,998 shares 3,998 $297K 0.02% -1,177 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,896 shares; 2024Q4: 10,896 shares; 2025Q1: 12,647 shares; 2025Q2: 12,647 shares; 2025Q3: 12,647 shares; 2025Q4: 12,647 shares; 2026Q1: 12,647 shares; 2026Q2: 29,100 shares 29,100 $297K 0.02% +16,453 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 606 shares; 2025Q1: 584 shares; 2025Q2: 727 shares; 2025Q3: 519 shares; 2025Q4: 780 shares; 2026Q1: 866 shares; 2026Q2: 731 shares 731 $291K 0.02% -135 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 1,611 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 1,700 shares; 2026Q1: 1,319 shares; 2026Q2: 1,319 shares 1,319 $289K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 4,964 shares; 2025Q1: 5,040 shares; 2025Q2: 4,590 shares; 2025Q3: 4,421 shares; 2025Q4: 4,160 shares; 2026Q1: 2,979 shares; 2026Q2: 2,981 shares 2,981 $289K 0.02% +2 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; 2024Q3: 728 shares; 2024Q4: 757 shares; 2025Q1: 652 shares; 2025Q2: 666 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 577 shares; 2026Q2: 566 shares 566 $288K 0.02% -11 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,413 shares; 2024Q4: 3,421 shares; 2025Q1: 3,425 shares; 2025Q2: 2,436 shares; 2025Q3: 2,440 shares; 2025Q4: 2,445 shares; 2026Q1: 2,448 shares; 2026Q2: 2,451 shares 2,451 $288K 0.02% +3 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; 2024Q3: 623 shares; 2024Q4: 622 shares; 2025Q1: 568 shares; 2025Q2: 543 shares; 2025Q3: 511 shares; 2025Q4: 496 shares; 2026Q1: 567 shares; 2026Q2: 556 shares 556 $283K 0.02% -11 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,128 shares; 2026Q2: 1,242 shares 1,242 $282K 0.02% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 906 shares 906 $278K 0.02% new Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,745 shares 9,745 $271K 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,670 shares; 2025Q1: 923 shares; 2025Q2: 964 shares; 2025Q3: 851 shares; 2025Q4: 770 shares; 2026Q1: 641 shares; 2026Q2: 658 shares 658 $268K 0.02% +17 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790 shares; 2026Q2: 810 shares 810 $267K 0.02% +20 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: not reported; 2026Q1: not reported; 2026Q2: 673 shares 673 $265K 0.02% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,054 shares; 2025Q1: 2,063 shares; 2025Q2: 1,984 shares; 2025Q3: 1,997 shares; 2025Q4: 1,984 shares; 2026Q1: 2,056 shares; 2026Q2: 1,934 shares 1,934 $260K 0.02% -122 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,940 shares; 2025Q2: not reported; 2025Q3: 1,912 shares; 2025Q4: 1,908 shares; 2026Q1: 1,887 shares; 2026Q2: 1,904 shares 1,904 $260K 0.02% +17 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,717 shares; 2024Q4: 4,667 shares; 2025Q1: 3,868 shares; 2025Q2: 3,855 shares; 2025Q3: 3,737 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,512 shares 3,512 $258K 0.02% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $257K 0.02% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,114 shares; 2025Q3: 8,999 shares; 2025Q4: 9,146 shares; 2026Q1: 9,146 shares; 2026Q2: 9,177 shares 9,177 $254K 0.02% +31 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 1,723 shares; 2025Q1: 1,724 shares; 2025Q2: 1,726 shares; 2025Q3: 682 shares; 2025Q4: 684 shares; 2026Q1: 685 shares; 2026Q2: 687 shares 687 $251K 0.02% +2 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 230 shares; 2026Q2: 240 shares 240 $250K 0.02% +10 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,483 shares; 2024Q4: 3,502 shares; 2025Q1: 3,515 shares; 2025Q2: 1,634 shares; 2025Q3: 1,641 shares; 2025Q4: 1,651 shares; 2026Q1: 1,657 shares; 2026Q2: 1,663 shares 1,663 $246K 0.02% +6 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,613 shares; 2026Q2: 1,669 shares 1,669 $244K 0.02% +56 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,403 shares; 2026Q2: 1,433 shares 1,433 $242K 0.02% +30 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 1,039 shares 1,039 $242K 0.02% new Timeline PANL PANGAEA LOGISTICS SOLUTION L More: the full row for PANGAEA LOGISTICS SOLUTION L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,077 shares; 2025Q2: 23,077 shares; 2025Q3: 23,077 shares; 2025Q4: 23,077 shares; 2026Q1: 37,228 shares; 2026Q2: 37,228 shares 37,228 $242K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO 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: 721 shares 721 $241K 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,218 shares; 2024Q4: 2,336 shares; 2025Q1: 2,325 shares; 2025Q2: 2,681 shares; 2025Q3: 2,264 shares; 2025Q4: 2,198 shares; 2026Q1: 3,187 shares; 2026Q2: 1,539 shares 1,539 $241K 0.02% -1,648 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 864 shares; 2026Q1: not reported; 2026Q2: 825 shares 825 $237K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 2,274 shares 2,274 $235K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,516 shares 1,516 $233K 0.02% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117 shares 117 $233K 0.02% new Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,575 shares; 2024Q4: 143,575 shares; 2025Q1: 143,575 shares; 2025Q2: 127,575 shares; 2025Q3: 115,575 shares; 2025Q4: 115,575 shares; 2026Q1: 116,899 shares; 2026Q2: 56,544 shares 56,544 $232K 0.02% -60,355 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE 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: 3,103 shares; 2026Q1: 3,104 shares; 2026Q2: 3,105 shares 3,105 $231K 0.02% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 5,100 shares 5,100 $230K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,634 shares 3,634 $229K 0.02% new 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; 2024Q3: 1,238 shares; 2024Q4: 1,286 shares; 2025Q1: 1,378 shares; 2025Q2: 1,452 shares; 2025Q3: 1,416 shares; 2025Q4: 1,366 shares; 2026Q1: 1,375 shares; 2026Q2: 1,351 shares 1,351 $227K 0.02% -24 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO 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: 657 shares 657 $226K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,439 shares; 2025Q4: 4,914 shares; 2026Q1: 4,948 shares; 2026Q2: 4,979 shares 4,979 $226K 0.02% +31 Timeline 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 654 shares; 2026Q2: 635 shares 635 $225K 0.02% -19 Timeline FIW 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: 5,902 shares; 2024Q4: 5,902 shares; 2025Q1: 4,934 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 2,622 shares; 2026Q1: 2,671 shares; 2026Q2: 2,049 shares 2,049 $224K 0.02% -622 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,458 shares; 2024Q4: 8,546 shares; 2025Q1: 8,592 shares; 2025Q2: 8,084 shares; 2025Q3: 4,168 shares; 2025Q4: 4,217 shares; 2026Q1: 4,241 shares; 2026Q2: 4,279 shares 4,279 $224K 0.02% +38 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 2,001 shares 2,001 $224K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: 802 shares; 2026Q1: 837 shares; 2026Q2: 899 shares 899 $223K 0.02% +62 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 554 shares; 2025Q1: 566 shares; 2025Q2: 567 shares; 2025Q3: 557 shares; 2025Q4: not reported; 2026Q1: 541 shares; 2026Q2: 533 shares 533 $221K 0.02% -8 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; 2024Q3: 7,012 shares; 2024Q4: 7,012 shares; 2025Q1: 7,012 shares; 2025Q2: 6,292 shares; 2025Q3: 6,292 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares; 2026Q2: 4,408 shares 4,408 $220K 0.02% -752 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,409 shares; 2025Q1: 4,801 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,578 shares 3,578 $216K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 1,118 shares; 2025Q1: 1,207 shares; 2025Q2: 1,165 shares; 2025Q3: 1,099 shares; 2025Q4: not reported; 2026Q1: 974 shares; 2026Q2: 766 shares 766 $211K 0.02% -208 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 4,498 shares; 2025Q1: 4,549 shares; 2025Q2: 4,743 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 2,442 shares; 2026Q2: 1,300 shares 1,300 $210K 0.02% -1,142 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 11,000 shares; 2026Q2: 11,000 shares 11,000 $210K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 825 shares 825 $210K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 933 shares 933 $209K 0.02% new Timeline PHO 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: 9,055 shares; 2024Q4: 9,055 shares; 2025Q1: 7,560 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 3,981 shares; 2026Q1: 3,981 shares; 2026Q2: 2,981 shares 2,981 $206K 0.02% -1,000 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO 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: 12,051 shares; 2025Q4: 10,051 shares; 2026Q1: not reported; 2026Q2: 7,255 shares 7,255 $206K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,837 shares; 2024Q4: 2,864 shares; 2025Q1: 2,804 shares; 2025Q2: 2,792 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,453 shares 2,453 $205K 0.02% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,822 shares; 2024Q4: 3,839 shares; 2025Q1: 3,884 shares; 2025Q2: 4,142 shares; 2025Q3: 3,924 shares; 2025Q4: 3,924 shares; 2026Q1: 4,127 shares; 2026Q2: 3,994 shares 3,994 $204K 0.02% -133 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,372 shares; 2026Q2: 3,372 shares 3,372 $201K 0.02% 0 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,600 shares; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares; 2025Q2: 17,600 shares; 2025Q3: 17,600 shares; 2025Q4: 17,600 shares; 2026Q1: 17,600 shares; 2026Q2: 17,600 shares 17,600 $173K 0.01% 0 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS 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: 12,000 shares; 2026Q2: 17,000 shares 17,000 $67K 0.01% +5,000 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,132 shares; 2024Q4: 23,132 shares; 2025Q1: 23,132 shares; 2025Q2: 23,121 shares; 2025Q3: 23,121 shares; 2025Q4: 23,121 shares; 2026Q1: 23,121 shares; 2026Q2: 23,121 shares 23,121 $62.9K 0.01% 0 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE 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: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 40,000 shares; 2026Q2: 50,000 shares 50,000 $61K 0.01% +10,000 Timeline