IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 86,573 shares; 2025Q1: 88,298 shares; 2025Q2: 85,115 shares 85,115 $5.28M 4.41% -3,183 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 27,010 shares; 2025Q1: 27,464 shares; 2025Q2: 27,739 shares 27,739 $4.9M 4.09% +275 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 17,805 shares; 2025Q1: 17,723 shares; 2025Q2: 17,605 shares 17,605 $4.85M 4.05% -118 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,179 shares; 2025Q1: 15,654 shares; 2025Q2: 15,690 shares 15,690 $4.78M 3.99% +36 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 43,612 shares; 2025Q1: 44,915 shares; 2025Q2: 45,399 shares 45,399 $4.57M 3.82% +484 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 21,744 shares; 2025Q1: 27,560 shares; 2025Q2: 27,066 shares 27,066 $4.45M 3.72% -494 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 21,426 shares; 2025Q1: 21,167 shares; 2025Q2: 21,418 shares 21,418 $4.39M 3.67% +251 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 72,521 shares; 2025Q1: 71,246 shares; 2025Q2: 68,121 shares 68,121 $4.07M 3.4% -3,125 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 12,959 shares; 2025Q1: 13,687 shares; 2025Q2: 14,655 shares 14,655 $3.52M 2.94% +968 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,238 shares; 2025Q1: 15,206 shares; 2025Q2: 15,177 shares 15,177 $3.33M 2.78% -29 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,347 shares; 2025Q1: 6,445 shares; 2025Q2: 6,454 shares 6,454 $3.21M 2.68% +9 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 17,185 shares; 2025Q1: 19,090 shares; 2025Q2: 20,111 shares 20,111 $3.18M 2.65% +1,021 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 86,596 shares; 2025Q1: 90,751 shares; 2025Q2: 90,421 shares 90,421 $2.97M 2.48% -330 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 53,186 shares; 2025Q1: 52,456 shares; 2025Q2: 50,413 shares 50,413 $2.96M 2.48% -2,043 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,404 shares; 2025Q1: 8,760 shares; 2025Q2: 9,107 shares 9,107 $2.68M 2.24% +347 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,468 shares; 2025Q1: 25,890 shares; 2025Q2: 25,995 shares 25,995 $2.54M 2.12% +105 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,019 shares; 2025Q1: 5,418 shares; 2025Q2: 5,562 shares 5,562 $2.44M 2.04% +144 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,010 shares; 2025Q1: 8,334 shares; 2025Q2: 8,362 shares 8,362 $2.42M 2.02% +28 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 20,476 shares; 2025Q1: 20,764 shares; 2025Q2: 20,708 shares 20,708 $2.26M 1.89% -56 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 35,231 shares; 2025Q1: 35,483 shares; 2025Q2: 35,736 shares 35,736 $2.24M 1.87% +253 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares 3 $2.19M 1.83% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,683 shares; 2025Q1: 25,004 shares; 2025Q2: 25,545 shares 25,545 $2.12M 1.77% +541 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,527 shares; 2025Q1: 2,737 shares; 2025Q2: 2,849 shares 2,849 $2.02M 1.68% +112 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,687 shares; 2025Q1: 10,417 shares; 2025Q2: 10,291 shares 10,291 $2.01M 1.68% -126 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,526 shares; 2025Q1: 25,402 shares; 2025Q2: 25,737 shares 25,737 $1.93M 1.61% +335 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,317 shares; 2025Q1: 10,505 shares; 2025Q2: 10,936 shares 10,936 $1.93M 1.61% +431 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,069 shares; 2025Q2: 10,770 shares 10,770 $1.88M 1.57% +701 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,144 shares; 2025Q1: 2,447 shares; 2025Q2: 2,529 shares 2,529 $1.87M 1.56% +82 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,736 shares; 2025Q1: 9,942 shares; 2025Q2: 10,051 shares 10,051 $1.87M 1.56% +109 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 33,049 shares; 2025Q1: 37,246 shares; 2025Q2: 38,553 shares 38,553 $1.83M 1.53% +1,307 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,705 shares; 2025Q1: 5,056 shares; 2025Q2: 5,137 shares 5,137 $1.82M 1.52% +81 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 26,050 shares; 2025Q1: 28,651 shares; 2025Q2: 29,482 shares 29,482 $1.73M 1.44% +831 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 198,456 shares; 2025Q1: 195,875 shares; 2025Q2: 185,706 shares 185,706 $1.72M 1.44% -10,169 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,974 shares; 2025Q1: 2,012 shares; 2025Q2: 2,109 shares 2,109 $1.64M 1.37% +97 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 25,480 shares; 2025Q1: 26,689 shares; 2025Q2: 26,014 shares 26,014 $1.59M 1.33% -675 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 13,208 shares; 2025Q1: 13,600 shares; 2025Q2: 13,701 shares 13,701 $1.48M 1.23% +101 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,277 shares; 2025Q1: 2,327 shares; 2025Q2: 2,350 shares 2,350 $1.46M 1.22% +23 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,829 shares; 2025Q1: 10,872 shares; 2025Q2: 10,635 shares 10,635 $1.45M 1.21% -237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 28,635 shares; 2025Q1: 31,365 shares; 2025Q2: 32,515 shares 32,515 $1.41M 1.18% +1,150 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 16,460 shares; 2025Q1: 16,435 shares; 2025Q2: 16,623 shares 16,623 $1.39M 1.16% +188 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,795 shares; 2025Q1: 4,099 shares; 2025Q2: 4,450 shares 4,450 $1.29M 1.08% +351 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 22,332 shares; 2025Q1: 22,528 shares; 2025Q2: 22,592 shares 22,592 $1.28M 1.07% +64 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,467 shares; 2025Q1: 5,682 shares; 2025Q2: 5,795 shares 5,795 $1.22M 1.02% +113 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 12,152 shares; 2025Q1: 12,444 shares; 2025Q2: 14,856 shares 14,856 $1.2M 1% +2,412 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 13,459 shares; 2025Q1: 13,219 shares; 2025Q2: 13,748 shares 13,748 $1.09M 0.91% +529 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 17,146 shares; 2025Q1: 19,732 shares; 2025Q2: 20,089 shares 20,089 $1.05M 0.88% +357 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,513 shares; 2025Q1: 4,185 shares; 2025Q2: 4,329 shares 4,329 $1.03M 0.86% +144 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 28,820 shares; 2025Q1: 34,611 shares; 2025Q2: 35,120 shares 35,120 $841K 0.7% +509 Timeline CIBR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,817 shares; 2025Q1: 10,435 shares; 2025Q2: 10,812 shares 10,812 $817K 0.68% +377 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,055 shares; 2025Q1: 2,881 shares; 2025Q2: 2,593 shares 2,593 $560K 0.47% -288 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,905 shares; 2025Q1: 7,124 shares; 2025Q2: 4,357 shares 4,357 $548K 0.46% -2,767 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,583 shares; 2025Q1: 6,517 shares; 2025Q2: 6,365 shares 6,365 $501K 0.42% -152 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,930 shares; 2025Q1: 5,911 shares; 2025Q2: 5,596 shares 5,596 $433K 0.36% -315 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 2,981 shares 2,981 $418K 0.35% -2,563 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares 476 $332K 0.28% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,381 shares; 2025Q1: 1,381 shares; 2025Q2: 1,381 shares 1,381 $245K 0.2% 0 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,409 shares 13,409 $237K 0.2% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,084 shares; 2025Q1: 1,045 shares; 2025Q2: 938 shares 938 $222K 0.19% -107 Timeline