IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,372 shares; 2025Q1: 34,633 shares; 2025Q2: 32,458 shares; 2025Q3: 32,517 shares; 2025Q4: 32,749 shares; 2026Q1: 32,734 shares; 2026Q2: 31,761 shares 31,761 $23.8M 18.46% -973 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: not loaded; 2024Q4: 34,730 shares; 2025Q1: 35,538 shares; 2025Q2: 35,552 shares; 2025Q3: 34,749 shares; 2025Q4: 35,525 shares; 2026Q1: 38,145 shares; 2026Q2: 49,695 shares 49,695 $18.4M 14.27% +11,550 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: not loaded; 2024Q4: 30,087 shares; 2025Q1: 30,678 shares; 2025Q2: 29,600 shares; 2025Q3: 29,499 shares; 2025Q4: 56,670 shares; 2026Q1: 56,505 shares; 2026Q2: 55,193 shares 55,193 $10.5M 8.16% -1,312 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: not loaded; 2024Q4: 73,831 shares; 2025Q1: 72,878 shares; 2025Q2: 72,877 shares; 2025Q3: 72,475 shares; 2025Q4: 68,917 shares; 2026Q1: 68,564 shares; 2026Q2: 68,563 shares 68,563 $10.2M 7.89% -1 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: not loaded; 2024Q4: 19,140 shares; 2025Q1: 19,139 shares; 2025Q2: 19,139 shares; 2025Q3: 18,982 shares; 2025Q4: 21,382 shares; 2026Q1: 17,232 shares; 2026Q2: 14,035 shares 14,035 $5.02M 3.89% -3,197 Timeline BND 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 loaded; 2024Q4: 38,012 shares; 2025Q1: 39,646 shares; 2025Q2: 39,950 shares; 2025Q3: 39,985 shares; 2025Q4: 43,443 shares; 2026Q1: 52,920 shares; 2026Q2: 56,436 shares 56,436 $4.14M 3.21% +3,516 Timeline SPSM 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 loaded; 2024Q4: 59,602 shares; 2025Q1: 64,974 shares; 2025Q2: 41,391 shares; 2025Q3: 39,577 shares; 2025Q4: 38,321 shares; 2026Q1: 42,843 shares; 2026Q2: 66,875 shares 66,875 $3.86M 2.99% +24,032 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: not loaded; 2024Q4: 14,542 shares; 2025Q1: 14,939 shares; 2025Q2: 14,939 shares; 2025Q3: 14,939 shares; 2025Q4: 13,813 shares; 2026Q1: 13,846 shares; 2026Q2: 12,591 shares 12,591 $3.64M 2.83% -1,255 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; 2024Q3: not loaded; 2024Q4: 38,706 shares; 2025Q1: 39,769 shares; 2025Q2: 37,042 shares; 2025Q3: 37,035 shares; 2025Q4: 37,020 shares; 2026Q1: 37,334 shares; 2026Q2: 32,577 shares 32,577 $2.93M 2.27% -4,757 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: not loaded; 2024Q4: 42,025 shares; 2025Q1: 35,855 shares; 2025Q2: 35,646 shares; 2025Q3: 35,646 shares; 2025Q4: 35,646 shares; 2026Q1: 35,646 shares; 2026Q2: 35,646 shares 35,646 $2.75M 2.13% 0 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 loaded; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 13,680 shares; 2025Q3: 14,090 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,320 shares 27,320 $2.5M 1.94% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,510 shares; 2025Q1: 50,138 shares; 2025Q2: 50,501 shares; 2025Q3: 49,761 shares; 2025Q4: 48,370 shares; 2026Q1: 51,411 shares; 2026Q2: 48,543 shares 48,543 $2.45M 1.9% -2,868 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: not loaded; 2024Q4: 1,134 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 15,065 shares; 2025Q4: 999 shares; 2026Q1: 1,054 shares; 2026Q2: 15,714 shares 15,714 $2.3M 1.79% +14,660 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,773 shares; 2025Q1: 17,992 shares; 2025Q2: 21,322 shares; 2025Q3: 21,441 shares; 2025Q4: 23,144 shares; 2026Q1: 25,377 shares; 2026Q2: 22,209 shares 22,209 $2.14M 1.66% -3,168 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 loaded; 2024Q4: 4,788 shares; 2025Q1: 4,788 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,788 shares; 2026Q1: 4,477 shares; 2026Q2: 4,476 shares 4,476 $2.14M 1.66% -1 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: not loaded; 2024Q4: 7,991 shares; 2025Q1: 7,987 shares; 2025Q2: 7,986 shares; 2025Q3: 7,868 shares; 2025Q4: 7,300 shares; 2026Q1: 6,706 shares; 2026Q2: 5,097 shares 5,097 $1.9M 1.48% -1,609 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 loaded; 2024Q4: 1,021 shares; 2025Q1: 4,808 shares; 2025Q2: 4,448 shares; 2025Q3: 4,515 shares; 2025Q4: 4,510 shares; 2026Q1: 4,871 shares; 2026Q2: 22,553 shares 22,553 $1.82M 1.41% +17,682 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: not loaded; 2024Q4: 5,581 shares; 2025Q1: 5,573 shares; 2025Q2: 5,573 shares; 2025Q3: 5,137 shares; 2025Q4: 5,137 shares; 2026Q1: 4,826 shares; 2026Q2: 3,204 shares 3,204 $1.8M 1.4% -1,622 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: not loaded; 2024Q4: 2,453 shares; 2025Q1: 2,077 shares; 2025Q2: 4,744 shares; 2025Q3: 4,749 shares; 2025Q4: 9,509 shares; 2026Q1: 14,267 shares; 2026Q2: 14,287 shares 14,287 $1.68M 1.3% +20 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,668 shares; 2025Q1: 38,357 shares; 2025Q2: 38,821 shares; 2025Q3: 37,681 shares; 2025Q4: 39,861 shares; 2026Q1: 49,839 shares; 2026Q2: 61,718 shares 61,718 $1.49M 1.16% +11,879 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: not loaded; 2024Q4: 3,619 shares; 2025Q1: 3,966 shares; 2025Q2: 17,366 shares; 2025Q3: 3,966 shares; 2025Q4: 5,241 shares; 2026Q1: 3,211 shares; 2026Q2: 3,211 shares 3,211 $1.35M 1.05% 0 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: not loaded; 2024Q4: 10,460 shares; 2025Q1: 8,900 shares; 2025Q2: 15,355 shares; 2025Q3: 15,376 shares; 2025Q4: 15,399 shares; 2026Q1: 23,048 shares; 2026Q2: 23,093 shares 23,093 $1.24M 0.96% +45 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: not loaded; 2024Q4: 8,370 shares; 2025Q1: 8,363 shares; 2025Q2: 8,363 shares; 2025Q3: 8,363 shares; 2025Q4: 8,363 shares; 2026Q1: 6,835 shares; 2026Q2: 5,073 shares 5,073 $1.21M 0.94% -1,762 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: not loaded; 2024Q4: 5,827 shares; 2025Q1: 5,074 shares; 2025Q2: 6,317 shares; 2025Q3: 6,323 shares; 2025Q4: 6,826 shares; 2026Q1: 7,210 shares; 2026Q2: 6,571 shares 6,571 $1.04M 0.81% -639 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,664 shares; 2025Q1: 50,014 shares; 2025Q2: 50,350 shares; 2025Q3: 49,980 shares; 2025Q4: 54,669 shares; 2026Q1: 60,821 shares; 2026Q2: 35,803 shares 35,803 $949K 0.74% -25,018 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 576 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 2,770 shares 2,770 $907K 0.7% +2,200 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: not loaded; 2024Q4: 6,015 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 657 shares 657 $788K 0.61% -208 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,438 shares; 2025Q1: 50,917 shares; 2025Q2: 50,916 shares; 2025Q3: 12,388 shares; 2025Q4: 11,125 shares; 2026Q1: 10,465 shares; 2026Q2: 10,464 shares 10,464 $746K 0.58% -1 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 8,431 shares 8,431 $726K 0.56% +8,390 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 5,453 shares; 2026Q1: 5,478 shares; 2026Q2: 5,478 shares 5,478 $724K 0.56% 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: not loaded; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,900 shares 3,900 $721K 0.56% new 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: not loaded; 2024Q4: 7,488 shares; 2025Q1: 7,743 shares; 2025Q2: 7,743 shares; 2025Q3: 7,743 shares; 2025Q4: 7,743 shares; 2026Q1: 7,778 shares; 2026Q2: 6,194 shares 6,194 $702K 0.54% -1,584 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: not loaded; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 918 shares; 2026Q1: 921 shares; 2026Q2: 691 shares 691 $647K 0.5% -230 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,869 shares; 2025Q1: 5,971 shares; 2025Q2: 5,971 shares; 2025Q3: 5,971 shares; 2025Q4: 6,904 shares; 2026Q1: 6,904 shares; 2026Q2: 6,904 shares 6,904 $574K 0.44% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,638 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,051 shares; 2025Q4: 4,427 shares; 2026Q1: 4,865 shares; 2026Q2: 4,865 shares 4,865 $500K 0.39% 0 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: not loaded; 2024Q4: 3,466 shares; 2025Q1: 3,502 shares; 2025Q2: 3,537 shares; 2025Q3: 3,712 shares; 2025Q4: 3,751 shares; 2026Q1: 2,950 shares; 2026Q2: 2,893 shares 2,893 $473K 0.37% -57 Timeline XBI 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 loaded; 2024Q4: 7,249 shares; 2025Q1: 8,391 shares; 2025Q2: 5,616 shares; 2025Q3: 3,081 shares; 2025Q4: 2,346 shares; 2026Q1: 2,504 shares; 2026Q2: 2,652 shares 2,652 $420K 0.33% +148 Timeline XLC 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 loaded; 2024Q4: 5,996 shares; 2025Q1: 4,844 shares; 2025Q2: 4,844 shares; 2025Q3: 4,844 shares; 2025Q4: 4,844 shares; 2026Q1: 5,214 shares; 2026Q2: 3,811 shares 3,811 $408K 0.32% -1,403 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,035 shares; 2025Q1: 9,075 shares; 2025Q2: 9,116 shares; 2025Q3: 4,963 shares; 2025Q4: 693 shares; 2026Q1: 1,675 shares; 2026Q2: 7,166 shares 7,166 $340K 0.26% +5,491 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: not loaded; 2024Q4: 16,362 shares; 2025Q1: 9,189 shares; 2025Q2: 9,189 shares; 2025Q3: 8,784 shares; 2025Q4: 8,784 shares; 2026Q1: 8,784 shares; 2026Q2: 8,784 shares 8,784 $324K 0.25% 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: not loaded; 2024Q4: 6,953 shares; 2025Q1: 7,701 shares; 2025Q2: 7,701 shares; 2025Q3: 5,010 shares; 2025Q4: 3,433 shares; 2026Q1: 1,555 shares; 2026Q2: 1,546 shares 1,546 $309K 0.24% -9 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: not loaded; 2024Q4: 1,267 shares; 2025Q1: 1,265 shares; 2025Q2: 1,264 shares; 2025Q3: 1,136 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares; 2026Q2: 591 shares 591 $304K 0.24% -546 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,924 shares; 2025Q1: 7,056 shares; 2025Q2: 7,082 shares; 2025Q3: 7,019 shares; 2025Q4: 7,539 shares; 2026Q1: 10,233 shares; 2026Q2: 5,620 shares 5,620 $287K 0.22% -4,613 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: not loaded; 2024Q4: 3,140 shares; 2025Q1: 3,005 shares; 2025Q2: 3,229 shares; 2025Q3: 3,160 shares; 2025Q4: 3,374 shares; 2026Q1: 4,973 shares; 2026Q2: 2,344 shares 2,344 $279K 0.22% -2,629 Timeline FINX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares; 2026Q2: 10,636 shares 10,636 $263K 0.2% +9,479 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: not loaded; 2024Q4: 1,773 shares; 2025Q1: 1,847 shares; 2025Q2: 1,847 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 755 shares 755 $259K 0.2% -885 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,499 shares; 2025Q1: 2,493 shares; 2025Q2: 1,742 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares; 2026Q1: 1,466 shares; 2026Q2: 989 shares 989 $251K 0.19% -477 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: not loaded; 2024Q4: 1,170 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 1,162 shares 1,162 $243K 0.19% 0 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: not loaded; 2024Q4: 1,925 shares; 2025Q1: 2,010 shares; 2025Q2: 2,009 shares; 2025Q3: 2,009 shares; 2025Q4: 2,010 shares; 2026Q1: 1,284 shares; 2026Q2: 896 shares 896 $242K 0.19% -388 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: not loaded; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 219 shares 219 $221K 0.17% 0 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: not loaded; 2024Q4: 705 shares; 2025Q1: 707 shares; 2025Q2: 702 shares; 2025Q3: 669 shares; 2025Q4: 652 shares; 2026Q1: 935 shares; 2026Q2: 1,013 shares 1,013 $221K 0.17% +78 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,744 shares; 2025Q3: 3,744 shares; 2025Q4: 3,744 shares; 2026Q1: 3,744 shares; 2026Q2: 3,744 shares 3,744 $216K 0.17% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,431 shares; 2025Q1: 3,417 shares; 2025Q2: 3,416 shares; 2025Q3: 3,416 shares; 2025Q4: 3,417 shares; 2026Q1: 3,476 shares; 2026Q2: 2,588 shares 2,588 $210K 0.16% -888 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: not loaded; 2024Q4: 1,497 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares; 2026Q1: 1,482 shares; 2026Q2: 1,482 shares 1,482 $207K 0.16% 0 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: not loaded; 2024Q4: 1,931 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,523 shares 1,523 $192K 0.15% -397 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: not loaded; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 519 shares 519 $188K 0.15% -176 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: not loaded; 2024Q4: 1,368 shares; 2025Q1: 1,250 shares; 2025Q2: 1,273 shares; 2025Q3: 1,362 shares; 2025Q4: 2,456 shares; 2026Q1: 3,307 shares; 2026Q2: 3,323 shares 3,323 $186K 0.14% +16 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: not loaded; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 252 shares 252 $186K 0.14% -6 Timeline SPTM 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 loaded; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 1,973 shares; 2025Q3: 1,973 shares; 2025Q4: 1,973 shares; 2026Q1: 1,973 shares; 2026Q2: 1,973 shares 1,973 $179K 0.14% 0 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: not loaded; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 691 shares 691 $154K 0.12% -192 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: not loaded; 2024Q4: not reported; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 340 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 1,288 shares 1,288 $154K 0.12% +1,127 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 loaded; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $149K 0.12% 0 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: not loaded; 2024Q4: 2,569 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 2,546 shares; 2026Q2: 2,546 shares 2,546 $145K 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: not loaded; 2024Q4: 1,974 shares; 2025Q1: 1,965 shares; 2025Q2: 1,964 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,116 shares 1,116 $143K 0.11% -592 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: not loaded; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,729 shares; 2026Q1: 1,729 shares; 2026Q2: 1,729 shares 1,729 $143K 0.11% 0 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 loaded; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 2,294 shares; 2026Q1: 3,040 shares; 2026Q2: 3,040 shares 3,040 $138K 0.11% 0 Timeline XLRE 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 loaded; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 6,855 shares; 2025Q3: 3,069 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares; 2026Q2: 3,075 shares 3,075 $135K 0.11% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,329 shares; 2026Q1: 1,329 shares; 2026Q2: 988 shares 988 $134K 0.1% -341 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: not loaded; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $130K 0.1% 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: not loaded; 2024Q4: 2,861 shares; 2025Q1: 2,849 shares; 2025Q2: 2,849 shares; 2025Q3: 2,849 shares; 2025Q4: 2,849 shares; 2026Q1: 2,849 shares; 2026Q2: 2,117 shares 2,117 $122K 0.09% -732 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 loaded; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $113K 0.09% 0 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: not loaded; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares; 2026Q2: 1,214 shares 1,214 $112K 0.09% 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: not loaded; 2024Q4: 2,219 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 1,418 shares; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares; 2026Q2: 1,220 shares 1,220 $111K 0.09% -198 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,451 shares; 2026Q2: 323 shares 323 $110K 0.09% -1,128 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,254 shares; 2025Q1: 16,636 shares; 2025Q2: 13,198 shares; 2025Q3: 13,198 shares; 2025Q4: 13,198 shares; 2026Q1: 13,198 shares; 2026Q2: 9,627 shares 9,627 $109K 0.08% -3,571 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: not loaded; 2024Q4: 442 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $108K 0.08% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $108K 0.08% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,505 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $102K 0.08% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 528 shares; 2026Q2: 528 shares 528 $99.6K 0.08% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,630 shares; 2025Q1: 4,630 shares; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares; 2026Q2: 4,630 shares 4,630 $99.1K 0.08% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,531 shares; 2025Q1: 2,674 shares; 2025Q2: 2,673 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,308 shares; 2026Q2: 661 shares 661 $96.9K 0.08% -647 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 663 shares; 2026Q2: 663 shares 663 $92.1K 0.07% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 626 shares 626 $91K 0.07% 0 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: not loaded; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares; 2026Q1: 2,232 shares; 2026Q2: 1,212 shares 1,212 $87.5K 0.07% -1,020 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: not loaded; 2024Q4: 4,852 shares; 2025Q1: 4,833 shares; 2025Q2: 4,833 shares; 2025Q3: 4,833 shares; 2025Q4: 4,833 shares; 2026Q1: 4,833 shares; 2026Q2: 3,497 shares 3,497 $84.2K 0.07% -1,336 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares; 2026Q2: 439 shares 439 $71.8K 0.06% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,507 shares; 2026Q1: 1,573 shares; 2026Q2: 1,286 shares 1,286 $71.5K 0.06% -287 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,053 shares; 2025Q1: 14,135 shares; 2025Q2: 11,928 shares; 2025Q3: 6,784 shares; 2025Q4: 4,381 shares; 2026Q1: 4,441 shares; 2026Q2: 4,393 shares 4,393 $67.5K 0.05% -48 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $63K 0.05% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares; 2026Q2: 1,248 shares 1,248 $57.1K 0.04% 0 Timeline XHE 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 loaded; 2024Q4: 1,741 shares; 2025Q1: 2,783 shares; 2025Q2: 1,405 shares; 2025Q3: 650 shares; 2025Q4: 625 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $49.3K 0.04% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,008 shares; 2026Q2: 2,008 shares 2,008 $49.2K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,215 shares; 2025Q1: 1,209 shares; 2025Q2: 801 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 678 shares; 2026Q2: 358 shares 358 $48.5K 0.04% -320 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: not loaded; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $47.5K 0.04% 0 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: not loaded; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 489 shares; 2026Q2: 294 shares 294 $47K 0.04% -195 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: not loaded; 2024Q4: 1,800 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 1,920 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $44.8K 0.03% 0 Timeline KOMP 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 loaded; 2024Q4: 14,547 shares; 2025Q1: 15,990 shares; 2025Q2: 7,594 shares; 2025Q3: 5,260 shares; 2025Q4: 3,494 shares; 2026Q1: 3,400 shares; 2026Q2: 615 shares 615 $44K 0.03% -2,785 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: not loaded; 2024Q4: 1,282 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 10,567 shares; 2026Q1: 1,405 shares; 2026Q2: 342 shares 342 $40.2K 0.03% -1,063 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: not loaded; 2024Q4: 782 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 685 shares; 2026Q2: 426 shares 426 $39.1K 0.03% -259 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 742 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $35.5K 0.03% 0 Timeline XLB 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 loaded; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $26.9K 0.02% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 589 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 346 shares 346 $26.4K 0.02% -118 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 190 shares 190 $20.9K 0.02% -178 Timeline EGUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $20.6K 0.02% 0 Timeline XSW 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 loaded; 2024Q4: 888 shares; 2025Q1: 1,262 shares; 2025Q2: 955 shares; 2025Q3: 271 shares; 2025Q4: 140 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $20.3K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 15 shares 15 $17.3K 0.01% -12 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: not loaded; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 98 shares; 2026Q2: 106 shares 106 $16.1K 0.01% +8 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 loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $15.9K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 25 shares 25 $14.5K 0.01% -17 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 151 shares 151 $14.4K 0.01% -101 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 874 shares; 2026Q1: 874 shares; 2026Q2: 634 shares 634 $14.1K 0.01% -240 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 686 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 403 shares 403 $14K 0.01% -202 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 loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 75 shares 75 $13.4K 0.01% +73 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: not loaded; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33 shares; 2026Q2: 47 shares 47 $13.2K 0.01% +14 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 114 shares 114 $12.6K 0.01% -126 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: not loaded; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 47 shares; 2026Q2: 55 shares 55 $12.1K 0.01% +8 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $12.1K 0.01% 0 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: not loaded; 2024Q4: 97 shares; 2025Q1: 89 shares; 2025Q2: 88 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 173 shares; 2026Q2: 16 shares 16 $11K 0.01% -157 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $10.7K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 25 shares 25 $9.44K 0.01% -4 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,800 shares; 2026Q1: 59 shares; 2026Q2: 78 shares 78 $9.1K 0.01% +19 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 100 shares 100 $8.45K 0.01% -155 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $6.82K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 19 shares 19 $6.03K <0.01% +4 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 32 shares 32 $5.91K <0.01% +12 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $4.91K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $4.9K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $4.51K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: not reported; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $4.16K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $4.05K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,148 shares; 2025Q1: 3,140 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 571 shares; 2026Q2: 33 shares 33 $3.37K <0.01% -538 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 loaded; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $3.08K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $2.49K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $2.26K <0.01% new Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $1.58K <0.01% 0 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: not loaded; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 8 shares; 2026Q2: 7 shares 7 $1.26K <0.01% -1 Timeline