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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 414,694 shares; 2026Q2: 407,194 shares 407,194 $33.7M 9.34% -7,500 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: 66,915 shares; 2024Q4: 80,718 shares; 2025Q1: 86,065 shares; 2025Q2: 60,951 shares; 2025Q3: 68,684 shares; 2025Q4: 73,245 shares; 2026Q1: 74,837 shares; 2026Q2: 125,941 shares 125,941 $26.8M 7.44% +51,104 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: 428,467 shares; 2025Q4: 452,395 shares; 2026Q1: 466,556 shares; 2026Q2: 487,873 shares 487,873 $24.3M 6.74% +21,317 Timeline SCHV 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: 198,162 shares; 2024Q4: 582,529 shares; 2025Q1: 594,440 shares; 2025Q2: 393,646 shares; 2025Q3: 410,880 shares; 2025Q4: 408,908 shares; 2026Q1: 475,103 shares; 2026Q2: 524,862 shares 524,862 $18.3M 5.07% +49,759 Timeline DMAY 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: 9,205 shares; 2024Q4: 9,205 shares; 2025Q1: 8,865 shares; 2025Q2: 139,416 shares; 2025Q3: 136,741 shares; 2025Q4: 135,514 shares; 2026Q1: 134,686 shares; 2026Q2: 273,257 shares 273,257 $12.9M 3.58% +138,571 Timeline DSEP 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: 171,787 shares; 2024Q4: 170,646 shares; 2025Q1: 169,405 shares; 2025Q2: 169,238 shares; 2025Q3: 266,531 shares; 2025Q4: 259,689 shares; 2026Q1: 255,370 shares; 2026Q2: 254,816 shares 254,816 $12.1M 3.36% -554 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: 249,697 shares; 2024Q4: 151,377 shares; 2025Q1: 154,380 shares; 2025Q2: 156,113 shares; 2025Q3: 160,315 shares; 2025Q4: 168,524 shares; 2026Q1: 160,326 shares; 2026Q2: 159,602 shares 159,602 $12.1M 3.35% -724 Timeline DMAR 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: 141,874 shares; 2024Q4: 139,471 shares; 2025Q1: 139,108 shares; 2025Q2: 241,169 shares; 2025Q3: 238,549 shares; 2025Q4: 234,763 shares; 2026Q1: 248,216 shares; 2026Q2: 246,980 shares 246,980 $11M 3.07% -1,236 Timeline LQD 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: 86,909 shares 86,909 $9.48M 2.63% new Timeline YMAR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,672 shares; 2026Q2: 252,509 shares 252,509 $7.24M 2.01% +1,837 Timeline DFEB 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: 116,506 shares; 2024Q4: 114,701 shares; 2025Q1: 148,033 shares; 2025Q2: 144,889 shares; 2025Q3: 142,103 shares; 2025Q4: 139,441 shares; 2026Q1: 144,016 shares; 2026Q2: 139,879 shares 139,879 $7.06M 1.96% -4,137 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: 145,679 shares; 2024Q4: 311,754 shares; 2025Q1: 321,755 shares; 2025Q2: 195,886 shares; 2025Q3: 198,372 shares; 2025Q4: 230,986 shares; 2026Q1: 169,543 shares; 2026Q2: 245,930 shares 245,930 $6.81M 1.89% +76,387 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: 2,695 shares; 2024Q4: 2,247 shares; 2025Q1: 1,747 shares; 2025Q2: 11,191 shares; 2025Q3: 21,433 shares; 2025Q4: 19,157 shares; 2026Q1: 18,948 shares; 2026Q2: 18,831 shares 18,831 $6.65M 1.85% -117 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: 64,170 shares; 2024Q4: 64,793 shares; 2025Q1: 64,847 shares; 2025Q2: 65,280 shares; 2025Q3: 64,586 shares; 2025Q4: 61,944 shares; 2026Q1: 55,147 shares; 2026Q2: 54,772 shares 54,772 $6.43M 1.79% -375 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: 92,660 shares; 2024Q4: 372,331 shares; 2025Q1: 311,231 shares; 2025Q2: 210,977 shares; 2025Q3: 212,025 shares; 2025Q4: 213,707 shares; 2026Q1: 174,423 shares; 2026Q2: 181,120 shares 181,120 $6.13M 1.7% +6,697 Timeline DDEC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,993 shares; 2026Q1: 119,203 shares; 2026Q2: 118,323 shares 118,323 $5.61M 1.56% -880 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: 29,994 shares; 2024Q4: 30,333 shares; 2025Q1: 38,096 shares; 2025Q2: 41,054 shares; 2025Q3: 41,137 shares; 2025Q4: 38,864 shares; 2026Q1: 40,452 shares; 2026Q2: 40,281 shares 40,281 $5.51M 1.53% -171 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: 32,632 shares; 2024Q4: 32,861 shares; 2025Q1: 32,822 shares; 2025Q2: 35,244 shares; 2025Q3: 31,616 shares; 2025Q4: 30,064 shares; 2026Q1: 32,319 shares; 2026Q2: 32,322 shares 32,322 $5.36M 1.49% +3 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: 118,553 shares; 2024Q4: 112,435 shares; 2025Q1: 116,135 shares; 2025Q2: 119,806 shares; 2025Q3: 123,164 shares; 2025Q4: 122,762 shares; 2026Q1: 49,279 shares; 2026Q2: 52,587 shares 52,587 $5.07M 1.41% +3,308 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,417 shares; 2025Q3: 6,429 shares; 2025Q4: 6,373 shares; 2026Q1: 6,349 shares; 2026Q2: 5,525 shares 5,525 $4.59M 1.27% -824 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: 78,505 shares; 2024Q4: 58,691 shares; 2025Q1: 51,475 shares; 2025Q2: 50,032 shares; 2025Q3: 45,403 shares; 2025Q4: 44,624 shares; 2026Q1: 40,544 shares; 2026Q2: 40,432 shares 40,432 $4.58M 1.27% -112 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: 22,069 shares; 2024Q4: 20,872 shares; 2025Q1: 20,846 shares; 2025Q2: 20,610 shares; 2025Q3: 20,557 shares; 2025Q4: 18,085 shares; 2026Q1: 18,130 shares; 2026Q2: 18,159 shares 18,159 $4.57M 1.27% +29 Timeline DJUN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,169 shares 92,169 $4.54M 1.26% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,369 shares 43,369 $4.37M 1.21% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,062 shares 41,062 $4.2M 1.17% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 22,436 shares; 2026Q2: 23,586 shares 23,586 $4.15M 1.15% +1,150 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: 34,193 shares; 2024Q4: 34,337 shares; 2025Q1: 34,219 shares; 2025Q2: 34,162 shares; 2025Q3: 33,855 shares; 2025Q4: 29,516 shares; 2026Q1: 29,518 shares; 2026Q2: 29,511 shares 29,511 $3.74M 1.04% -7 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,514 shares; 2025Q1: 29,485 shares; 2025Q2: 29,899 shares; 2025Q3: 29,879 shares; 2025Q4: 33,527 shares; 2026Q1: 33,898 shares; 2026Q2: 35,337 shares 35,337 $3.72M 1.03% +1,439 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: 65,167 shares; 2024Q4: 65,631 shares; 2025Q1: 66,378 shares; 2025Q2: 54,850 shares; 2025Q3: 53,049 shares; 2025Q4: 40,034 shares; 2026Q1: 40,038 shares; 2026Q2: 40,174 shares 40,174 $3.71M 1.03% +136 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,996 shares; 2024Q4: 15,867 shares; 2025Q1: 15,712 shares; 2025Q2: 15,335 shares; 2025Q3: 15,196 shares; 2025Q4: 12,724 shares; 2026Q1: 12,733 shares; 2026Q2: 12,730 shares 12,730 $3.7M 1.03% -3 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: 12,985 shares; 2024Q4: 12,348 shares; 2025Q1: 12,474 shares; 2025Q2: 12,299 shares; 2025Q3: 12,062 shares; 2025Q4: 12,047 shares; 2026Q1: 10,224 shares; 2026Q2: 9,740 shares 9,740 $3.63M 1.01% -484 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,655 shares; 2025Q3: 26,168 shares; 2025Q4: 26,288 shares; 2026Q1: 26,275 shares; 2026Q2: 22,804 shares 22,804 $3.57M 0.99% -3,471 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: 54,312 shares; 2026Q2: 55,922 shares 55,922 $3.52M 0.98% +1,610 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: 28,815 shares; 2024Q4: 28,968 shares; 2025Q1: 28,626 shares; 2025Q2: 28,121 shares; 2025Q3: 27,648 shares; 2025Q4: 23,873 shares; 2026Q1: 23,818 shares; 2026Q2: 23,718 shares 23,718 $3.4M 0.94% -100 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,054 shares; 2024Q4: 35,633 shares; 2025Q1: 38,543 shares; 2025Q2: 39,083 shares; 2025Q3: 38,960 shares; 2025Q4: 35,770 shares; 2026Q1: 35,995 shares; 2026Q2: 36,010 shares 36,010 $3.26M 0.9% +15 Timeline SCHR 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: 30,789 shares; 2025Q3: 79,439 shares; 2025Q4: 224,809 shares; 2026Q1: 139,109 shares; 2026Q2: 130,560 shares 130,560 $3.22M 0.89% -8,549 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: 8,950 shares; 2024Q4: 9,040 shares; 2025Q1: 9,453 shares; 2025Q2: 9,048 shares; 2025Q3: 7,436 shares; 2025Q4: 7,177 shares; 2026Q1: 6,445 shares; 2026Q2: 6,423 shares 6,423 $3.21M 0.89% -22 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,249 shares; 2024Q4: 19,903 shares; 2025Q1: 21,155 shares; 2025Q2: 22,232 shares; 2025Q3: 23,235 shares; 2025Q4: 55,821 shares; 2026Q1: 58,671 shares; 2026Q2: 60,038 shares 60,038 $3.19M 0.89% +1,367 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 545,921 shares; 2026Q1: 115,403 shares; 2026Q2: 124,361 shares 124,361 $3.19M 0.88% +8,958 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: 19,346 shares; 2024Q4: 19,703 shares; 2025Q1: 12,716 shares; 2025Q2: 11,972 shares; 2025Q3: 12,344 shares; 2025Q4: 15,145 shares; 2026Q1: 16,331 shares; 2026Q2: 17,089 shares 17,089 $2.8M 0.78% +758 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 4,698 shares; 2026Q1: 14,993 shares; 2026Q2: 30,289 shares 30,289 $2.68M 0.75% +15,296 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: not reported; 2024Q4: not reported; 2025Q1: 8,870 shares; 2025Q2: 8,569 shares; 2025Q3: 8,590 shares; 2025Q4: 4,714 shares; 2026Q1: 4,732 shares; 2026Q2: 4,717 shares 4,717 $2.45M 0.68% -15 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: 2,554 shares; 2024Q4: 2,555 shares; 2025Q1: 2,738 shares; 2025Q2: 2,739 shares; 2025Q3: 2,741 shares; 2025Q4: 2,781 shares; 2026Q1: 3,393 shares; 2026Q2: 3,224 shares 3,224 $2.41M 0.67% -169 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: 30,312 shares; 2024Q4: 92,050 shares; 2025Q1: 75,025 shares; 2025Q2: 78,528 shares; 2025Q3: 80,899 shares; 2025Q4: 80,556 shares; 2026Q1: 89,859 shares; 2026Q2: 80,233 shares 80,233 $2.32M 0.65% -9,626 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: 28,185 shares; 2024Q4: 28,270 shares; 2025Q1: 28,358 shares; 2025Q2: 27,685 shares; 2025Q3: 26,814 shares; 2025Q4: 17,702 shares; 2026Q1: 15,888 shares; 2026Q2: 15,806 shares 15,806 $2.32M 0.64% -82 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.62% 0 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: 8,865 shares 8,865 $1.98M 0.55% new 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: 8,850 shares 8,850 $1.96M 0.54% new Timeline DJAN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,692 shares; 2026Q2: 40,032 shares 40,032 $1.82M 0.51% -660 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: 5,380 shares; 2024Q4: 4,945 shares; 2025Q1: 4,950 shares; 2025Q2: 5,325 shares; 2025Q3: 5,383 shares; 2025Q4: 5,021 shares; 2026Q1: 5,357 shares; 2026Q2: 5,096 shares 5,096 $1.82M 0.51% -261 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: 4,369 shares; 2024Q4: 4,356 shares; 2025Q1: 4,283 shares; 2025Q2: 4,253 shares; 2025Q3: 4,310 shares; 2025Q4: 4,267 shares; 2026Q1: 4,742 shares; 2026Q2: 6,103 shares 6,103 $1.77M 0.49% +1,361 Timeline DNOV 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 reported; 2024Q4: 24,800 shares; 2025Q1: 24,800 shares; 2025Q2: 24,800 shares; 2025Q3: 24,800 shares; 2025Q4: 28,381 shares; 2026Q1: 28,381 shares; 2026Q2: 28,381 shares 28,381 $1.46M 0.4% 0 Timeline DAPR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,355 shares; 2025Q3: 6,965 shares; 2025Q4: 6,965 shares; 2026Q1: 6,965 shares; 2026Q2: 32,760 shares 32,760 $1.34M 0.37% +25,795 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: 2,047 shares; 2024Q4: 2,048 shares; 2025Q1: 1,494 shares; 2025Q2: 1,495 shares; 2025Q3: 1,493 shares; 2025Q4: 1,492 shares; 2026Q1: 1,412 shares; 2026Q2: 1,413 shares 1,413 $1.32M 0.37% +1 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: 1,968 shares; 2024Q4: 1,971 shares; 2025Q1: 3,819 shares; 2025Q2: 3,822 shares; 2025Q3: 3,825 shares; 2025Q4: 3,829 shares; 2026Q1: 3,832 shares; 2026Q2: 3,836 shares 3,836 $1.32M 0.37% +4 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: 11,508 shares; 2024Q4: 11,527 shares; 2025Q1: 8,300 shares; 2025Q2: 8,317 shares; 2025Q3: 7,204 shares; 2025Q4: 6,972 shares; 2026Q1: 6,519 shares; 2026Q2: 6,533 shares 6,533 $1.24M 0.34% +14 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $1.21M 0.34% 0 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: 7,627 shares; 2024Q4: 7,428 shares; 2025Q1: 6,137 shares; 2025Q2: 3,602 shares; 2025Q3: 3,567 shares; 2025Q4: 3,382 shares; 2026Q1: 2,220 shares; 2026Q2: 13,308 shares 13,308 $1.15M 0.32% +11,088 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $970K 0.27% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 2,577 shares; 2026Q2: 2,577 shares 2,577 $963K 0.27% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,762 shares; 2025Q3: 4,758 shares; 2025Q4: not reported; 2026Q1: 6,167 shares; 2026Q2: 6,355 shares 6,355 $943K 0.26% +188 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: 5,403 shares; 2026Q2: 3,046 shares 3,046 $907K 0.25% -2,357 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: 1,820 shares; 2024Q4: 1,935 shares; 2025Q1: 2,875 shares; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares; 2025Q4: 2,052 shares; 2026Q1: 2,058 shares; 2026Q2: 4,417 shares 4,417 $884K 0.25% +2,359 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: 13,410 shares; 2024Q4: 13,404 shares; 2025Q1: 13,286 shares; 2025Q2: 12,599 shares; 2025Q3: 12,452 shares; 2025Q4: 12,283 shares; 2026Q1: 11,587 shares; 2026Q2: 11,211 shares 11,211 $799K 0.22% -376 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 reported; 2024Q4: 563 shares; 2025Q1: 920 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 1,740 shares 1,740 $732K 0.2% +762 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,536 shares; 2025Q3: 37,600 shares; 2025Q4: 43,792 shares; 2026Q1: 9,286 shares; 2026Q2: 9,630 shares 9,630 $725K 0.2% +344 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,370 shares; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 8,370 shares; 2025Q3: 8,370 shares; 2025Q4: 8,370 shares; 2026Q1: 8,370 shares; 2026Q2: 8,370 shares 8,370 $723K 0.2% 0 Timeline DOCT 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 reported; 2024Q4: 5,975 shares; 2025Q1: 5,260 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 15,460 shares; 2026Q1: 15,460 shares; 2026Q2: 15,460 shares 15,460 $722K 0.2% 0 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: 1,078 shares; 2024Q4: 1,082 shares; 2025Q1: 1,086 shares; 2025Q2: 1,090 shares; 2025Q3: 1,123 shares; 2025Q4: 1,127 shares; 2026Q1: 1,130 shares; 2026Q2: 1,133 shares 1,133 $721K 0.2% +3 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: 714 shares; 2025Q3: 714 shares; 2025Q4: 502 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $708K 0.2% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,373 shares; 2024Q4: 3,348 shares; 2025Q1: 2,138 shares; 2025Q2: 2,163 shares; 2025Q3: 2,094 shares; 2025Q4: 2,154 shares; 2026Q1: 2,044 shares; 2026Q2: 2,009 shares 2,009 $680K 0.19% -35 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 reported; 2024Q4: 955 shares; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 1,015 shares; 2025Q4: 1,623 shares; 2026Q1: 3,989 shares; 2026Q2: 2,757 shares 2,757 $657K 0.18% -1,232 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V 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: 8,453 shares 8,453 $633K 0.18% new Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 8,087 shares 8,087 $586K 0.16% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: 2,215 shares; 2025Q1: 2,122 shares; 2025Q2: 2,130 shares; 2025Q3: 2,138 shares; 2025Q4: 2,145 shares; 2026Q1: 2,152 shares; 2026Q2: 2,160 shares 2,160 $584K 0.16% +8 Timeline SHY 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: 7,500 shares; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $575K 0.16% new Timeline URA 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: 65,675 shares; 2024Q4: 67,199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,111 shares 13,111 $573K 0.16% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,684 shares; 2024Q4: 20,726 shares; 2025Q1: 21,662 shares; 2025Q2: 27,636 shares; 2025Q3: 28,052 shares; 2025Q4: 28,508 shares; 2026Q1: 27,990 shares; 2026Q2: 25,605 shares 25,605 $573K 0.16% -2,385 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $539K 0.15% 0 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: 16,392 shares; 2024Q4: 2,597 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $499K 0.14% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,306 shares 1,306 $493K 0.14% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 20,457 shares 20,457 $490K 0.14% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,459 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares 2,344 $489K 0.14% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,454 shares; 2024Q4: 41,294 shares; 2025Q1: 41,061 shares; 2025Q2: 40,937 shares; 2025Q3: 41,067 shares; 2025Q4: 36,182 shares; 2026Q1: 36,227 shares; 2026Q2: 5,990 shares 5,990 $473K 0.13% -30,237 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: 1,546 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,408 shares; 2026Q1: 1,356 shares; 2026Q2: 1,247 shares 1,247 $461K 0.13% -109 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: 16,340 shares; 2024Q4: 16,799 shares; 2025Q1: 17,060 shares; 2025Q2: 17,679 shares; 2025Q3: 17,812 shares; 2025Q4: 18,398 shares; 2026Q1: 18,597 shares; 2026Q2: 18,885 shares 18,885 $455K 0.13% +288 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: not reported; 2025Q4: not reported; 2026Q1: 2,322 shares; 2026Q2: 2,322 shares 2,322 $452K 0.13% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,279 shares; 2024Q4: 5,183 shares; 2025Q1: 4,764 shares; 2025Q2: 4,792 shares; 2025Q3: 4,834 shares; 2025Q4: 4,742 shares; 2026Q1: 4,778 shares; 2026Q2: 4,810 shares 4,810 $446K 0.12% +32 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 611 shares; 2026Q2: 412 shares 412 $439K 0.12% -199 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,288 shares; 2024Q4: 7,421 shares; 2025Q1: 7,549 shares; 2025Q2: 7,687 shares; 2025Q3: 7,832 shares; 2025Q4: 7,990 shares; 2026Q1: 7,962 shares; 2026Q2: 8,110 shares 8,110 $430K 0.12% +148 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS 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: 6,925 shares 6,925 $387K 0.11% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,025 shares; 2026Q2: 4,175 shares 4,175 $383K 0.11% -850 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: 2,747 shares; 2025Q4: 2,199 shares; 2026Q1: 2,029 shares; 2026Q2: 2,029 shares 2,029 $345K 0.1% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $337K 0.09% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,964 shares; 2024Q4: 13,956 shares; 2025Q1: 14,544 shares; 2025Q2: 18,648 shares; 2025Q3: 18,983 shares; 2025Q4: 19,243 shares; 2026Q1: 16,375 shares; 2026Q2: 14,211 shares 14,211 $325K 0.09% -2,164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 634 shares 634 $315K 0.09% 0 Timeline IBTI 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: 13,803 shares; 2026Q1: 14,692 shares; 2026Q2: 14,094 shares 14,094 $312K 0.09% -598 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,112 shares; 2025Q2: 2,133 shares; 2025Q3: 2,153 shares; 2025Q4: 2,153 shares; 2026Q1: 2,192 shares; 2026Q2: 2,214 shares 2,214 $300K 0.08% +22 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 3,153 shares; 2026Q2: 3,161 shares 3,161 $295K 0.08% +8 Timeline DJUL 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: 10,970 shares; 2024Q4: 10,970 shares; 2025Q1: 5,970 shares; 2025Q2: 5,970 shares; 2025Q3: 5,970 shares; 2025Q4: 5,845 shares; 2026Q1: 5,845 shares; 2026Q2: 5,845 shares 5,845 $293K 0.08% 0 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: 523 shares; 2024Q4: 468 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 464 shares; 2025Q4: 504 shares; 2026Q1: 581 shares; 2026Q2: 391 shares 391 $293K 0.08% -190 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: 1,083 shares; 2024Q4: 1,027 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 872 shares; 2026Q2: 780 shares 780 $287K 0.08% -92 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 1,807 shares; 2025Q1: 1,810 shares; 2025Q2: 1,812 shares; 2025Q3: 1,815 shares; 2025Q4: 1,819 shares; 2026Q1: 1,824 shares; 2026Q2: 1,829 shares 1,829 $285K 0.08% +5 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,451 shares; 2025Q3: 4,979 shares; 2025Q4: 4,980 shares; 2026Q1: 5,002 shares; 2026Q2: 5,003 shares 5,003 $285K 0.08% +1 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: 7,921 shares; 2024Q4: 7,922 shares; 2025Q1: 7,922 shares; 2025Q2: 5,539 shares; 2025Q3: 5,539 shares; 2025Q4: 5,539 shares; 2026Q1: 5,522 shares; 2026Q2: 5,522 shares 5,522 $278K 0.08% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,650 shares; 2026Q2: 1,650 shares 1,650 $256K 0.07% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,405 shares; 2025Q4: not reported; 2026Q1: 3,405 shares; 2026Q2: 3,405 shares 3,405 $249K 0.07% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,952 shares; 2024Q4: 6,304 shares; 2025Q1: 7,071 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538 $224K 0.06% new 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: 649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 548 shares; 2025Q4: 591 shares; 2026Q1: 747 shares; 2026Q2: 541 shares 541 $222K 0.06% -206 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,400 shares; 2024Q4: 74,400 shares; 2025Q1: 74,400 shares; 2025Q2: 74,400 shares; 2025Q3: 74,400 shares; 2025Q4: 94,400 shares; 2026Q1: 94,400 shares; 2026Q2: 100,400 shares 100,400 $75.3K 0.02% +6,000 Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 12,000 shares 12,000 $15K <0.01% +2,000 Timeline TNONW TENON MEDICAL INC More: the full row for TENON MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070,000 shares; 2024Q4: 1,070,000 shares; 2025Q1: 1,058,692 shares; 2025Q2: 1,058,692 shares; 2025Q3: 914,314 shares; 2025Q4: 679,420 shares; 2026Q1: 679,420 shares; 2026Q2: 679,420 shares 679,420 $7.34K <0.01% 0 Timeline TNON TENON MEDICAL INC More: the full row for TENON MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,025 shares; 2024Q4: 25,650 shares; 2025Q1: 25,650 shares; 2025Q2: 25,650 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 10,650 shares; 2026Q2: 10,650 shares 10,650 $3.48K <0.01% 0 Timeline