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: 45,654 shares; 2024Q4: 45,653 shares; 2025Q1: 43,840 shares; 2025Q2: 43,089 shares; 2025Q3: 42,837 shares; 2025Q4: 38,140 shares; 2026Q1: 36,579 shares; 2026Q2: 36,067 shares 36,067 $17.2M 7.57% -512 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: 10,050 shares; 2024Q4: 10,115 shares; 2025Q1: 10,056 shares; 2025Q2: 10,098 shares; 2025Q3: 10,210 shares; 2025Q4: 10,212 shares; 2026Q1: 9,670 shares; 2026Q2: 9,568 shares 9,568 $11.5M 5.05% -102 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,199 shares; 2024Q4: 59,654 shares; 2025Q1: 99,548 shares; 2025Q2: 106,348 shares; 2025Q3: 111,498 shares; 2025Q4: 118,769 shares; 2026Q1: 124,052 shares; 2026Q2: 127,446 shares 127,446 $11.2M 4.93% +3,394 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: 53,962 shares; 2024Q4: 53,383 shares; 2025Q1: 52,582 shares; 2025Q2: 52,549 shares; 2025Q3: 52,370 shares; 2025Q4: 51,759 shares; 2026Q1: 51,433 shares; 2026Q2: 51,919 shares 51,919 $10.4M 4.57% +486 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: 14,905 shares; 2024Q4: 15,844 shares; 2025Q1: 17,907 shares; 2025Q2: 15,750 shares; 2025Q3: 16,008 shares; 2025Q4: 17,692 shares; 2026Q1: 17,838 shares; 2026Q2: 107,710 shares 107,710 $9.28M 4.08% +89,872 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: 26,234 shares; 2024Q4: 26,259 shares; 2025Q1: 25,868 shares; 2025Q2: 27,644 shares; 2025Q3: 27,642 shares; 2025Q4: 25,793 shares; 2026Q1: 25,758 shares; 2026Q2: 25,705 shares 25,705 $9.08M 3.99% -53 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,679 shares; 2024Q4: 16,742 shares; 2025Q1: 16,513 shares; 2025Q2: 15,893 shares; 2025Q3: 15,933 shares; 2025Q4: 13,868 shares; 2026Q1: 12,924 shares; 2026Q2: 11,371 shares 11,371 $8.19M 3.6% -1,553 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: 28,316 shares; 2024Q4: 28,770 shares; 2025Q1: 28,557 shares; 2025Q2: 30,083 shares; 2025Q3: 30,010 shares; 2025Q4: 30,377 shares; 2026Q1: 29,692 shares; 2026Q2: 29,713 shares 29,713 $7.08M 3.11% +21 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: 17,690 shares; 2024Q4: 17,827 shares; 2025Q1: 17,816 shares; 2025Q2: 18,304 shares; 2025Q3: 18,337 shares; 2025Q4: 18,389 shares; 2026Q1: 17,998 shares; 2026Q2: 18,048 shares 18,048 $6.73M 2.96% +50 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: 19,775 shares; 2024Q4: 20,056 shares; 2025Q1: 19,853 shares; 2025Q2: 19,827 shares; 2025Q3: 19,872 shares; 2025Q4: 19,138 shares; 2026Q1: 18,490 shares; 2026Q2: 18,332 shares 18,332 $6.55M 2.88% -158 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: 18,420 shares; 2024Q4: 18,480 shares; 2025Q1: 18,270 shares; 2025Q2: 19,108 shares; 2025Q3: 19,139 shares; 2025Q4: 19,140 shares; 2026Q1: 18,619 shares; 2026Q2: 18,494 shares 18,494 $6.35M 2.79% -125 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,435 shares; 2024Q4: 19,649 shares; 2025Q1: 19,350 shares; 2025Q2: 19,394 shares; 2025Q3: 19,557 shares; 2025Q4: 17,400 shares; 2026Q1: 14,256 shares; 2026Q2: 11,316 shares 11,316 $6.14M 2.7% -2,940 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: 6,891 shares; 2024Q4: 6,914 shares; 2025Q1: 6,795 shares; 2025Q2: 6,736 shares; 2025Q3: 6,818 shares; 2025Q4: 6,861 shares; 2026Q1: 6,535 shares; 2026Q2: 6,451 shares 6,451 $6.03M 2.65% -84 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: 8,295 shares; 2024Q4: 8,318 shares; 2025Q1: 8,227 shares; 2025Q2: 8,143 shares; 2025Q3: 7,986 shares; 2025Q4: 7,876 shares; 2026Q1: 7,909 shares; 2026Q2: 7,915 shares 7,915 $5.91M 2.6% +6 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,440 shares; 2025Q1: 5,476 shares; 2025Q2: 5,588 shares; 2025Q3: 5,655 shares; 2025Q4: 5,718 shares; 2026Q1: 5,449 shares; 2026Q2: 5,419 shares 5,419 $5.3M 2.33% -30 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,278 shares; 2025Q1: 19,293 shares; 2025Q2: 21,803 shares; 2025Q3: 22,075 shares; 2025Q4: 22,402 shares; 2026Q1: 21,185 shares; 2026Q2: 21,163 shares 21,163 $5.03M 2.21% -22 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,410 shares; 2024Q4: 19,483 shares; 2025Q1: 19,531 shares; 2025Q2: 19,545 shares; 2025Q3: 19,768 shares; 2025Q4: 19,472 shares; 2026Q1: 19,738 shares; 2026Q2: 19,940 shares 19,940 $4.72M 2.07% +202 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508 shares; 2024Q4: 512 shares; 2025Q1: 26,201 shares; 2025Q2: 35,159 shares; 2025Q3: 35,780 shares; 2025Q4: 30,068 shares; 2026Q1: 27,294 shares; 2026Q2: 24,193 shares 24,193 $4.38M 1.92% -3,101 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,079 shares; 2024Q4: 101,099 shares; 2025Q1: 100,465 shares; 2025Q2: 93,426 shares; 2025Q3: 94,290 shares; 2025Q4: 95,450 shares; 2026Q1: 91,381 shares; 2026Q2: 91,935 shares 91,935 $3.92M 1.73% +554 Timeline EWY 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: 15,090 shares; 2026Q1: 27,848 shares; 2026Q2: 19,062 shares 19,062 $3.85M 1.69% -8,786 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: 15,075 shares; 2024Q4: 14,963 shares; 2025Q1: 14,546 shares; 2025Q2: 12,810 shares; 2025Q3: 10,951 shares; 2025Q4: 9,803 shares; 2026Q1: 9,973 shares; 2026Q2: 9,962 shares 9,962 $3.64M 1.6% -11 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,460 shares; 2026Q1: 8,220 shares; 2026Q2: 8,213 shares 8,213 $3.5M 1.54% -7 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 8,314 shares; 2026Q1: 9,086 shares; 2026Q2: 9,183 shares 9,183 $3.47M 1.53% +97 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: 14,295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,705 shares; 2026Q2: 5,884 shares 5,884 $3.42M 1.5% -821 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,242 shares; 2024Q4: 10,956 shares; 2025Q1: 9,388 shares; 2025Q2: 9,178 shares; 2025Q3: 9,108 shares; 2025Q4: 8,964 shares; 2026Q1: 8,858 shares; 2026Q2: 8,592 shares 8,592 $3.41M 1.5% -266 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 16,858 shares; 2025Q4: 17,286 shares; 2026Q1: 16,988 shares; 2026Q2: 19,251 shares 19,251 $3.39M 1.49% +2,263 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,784 shares; 2024Q4: 3,758 shares; 2025Q1: 3,731 shares; 2025Q2: 3,413 shares; 2025Q3: 3,466 shares; 2025Q4: 3,460 shares; 2026Q1: 3,523 shares; 2026Q2: 27,988 shares 27,988 $3.35M 1.47% +24,465 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,409 shares; 2025Q3: 10,630 shares; 2025Q4: 10,416 shares; 2026Q1: 10,642 shares; 2026Q2: 10,677 shares 10,677 $3.27M 1.44% +35 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,170 shares; 2026Q2: 7,284 shares 7,284 $3.16M 1.39% +114 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: 275 shares; 2024Q4: 276 shares; 2025Q1: 277 shares; 2025Q2: 279 shares; 2025Q3: 280 shares; 2025Q4: 9,659 shares; 2026Q1: 9,757 shares; 2026Q2: 9,245 shares 9,245 $3.03M 1.33% -512 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,365 shares; 2024Q4: 14,632 shares; 2025Q1: 20,569 shares; 2025Q2: 20,809 shares; 2025Q3: 21,253 shares; 2025Q4: 20,152 shares; 2026Q1: 17,695 shares; 2026Q2: 8,313 shares 8,313 $2.95M 1.3% -9,382 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: 78 shares; 2024Q4: 5,945 shares; 2025Q1: 8,297 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 90 shares; 2026Q1: 2,070 shares; 2026Q2: 2,306 shares 2,306 $2.33M 1.03% +236 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,709 shares; 2024Q4: 5,708 shares; 2025Q1: 5,628 shares; 2025Q2: 5,624 shares; 2025Q3: 5,816 shares; 2025Q4: 5,873 shares; 2026Q1: 5,672 shares; 2026Q2: 5,713 shares 5,713 $2.27M 1% +41 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,939 shares; 2024Q4: 15,667 shares; 2025Q1: 15,525 shares; 2025Q2: 16,196 shares; 2025Q3: 16,312 shares; 2025Q4: 9,024 shares; 2026Q1: 7,204 shares; 2026Q2: 6,343 shares 6,343 $2.24M 0.98% -861 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES 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: 17,744 shares 17,744 $2.19M 0.96% new 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: 537 shares; 2024Q4: 541 shares; 2025Q1: 544 shares; 2025Q2: 548 shares; 2025Q3: 551 shares; 2025Q4: 16,342 shares; 2026Q1: 18,750 shares; 2026Q2: 18,506 shares 18,506 $2.17M 0.96% -244 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,848 shares; 2026Q2: 1,794 shares 1,794 $2.07M 0.91% -54 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,990 shares 43,990 $1.98M 0.87% 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: 11,463 shares; 2024Q4: 11,651 shares; 2025Q1: 11,565 shares; 2025Q2: 11,791 shares; 2025Q3: 11,924 shares; 2025Q4: 12,166 shares; 2026Q1: 11,603 shares; 2026Q2: 6,690 shares 6,690 $1.81M 0.8% -4,913 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 2,733 shares; 2026Q2: 3,006 shares 3,006 $1.63M 0.72% +273 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: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,378 shares; 2025Q2: 1,385 shares; 2025Q3: 1,242 shares; 2025Q4: 9,141 shares; 2026Q1: 11,407 shares; 2026Q2: 11,818 shares 11,818 $1.34M 0.59% +411 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 10,464 shares; 2026Q1: 11,495 shares; 2026Q2: 11,537 shares 11,537 $1.32M 0.58% +42 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 5,779 shares 5,779 $1.28M 0.56% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 12,108 shares 12,108 $1.23M 0.54% new 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: 1,008 shares; 2024Q4: 1,017 shares; 2025Q1: 1,009 shares; 2025Q2: 1,018 shares; 2025Q3: 903 shares; 2025Q4: 4,927 shares; 2026Q1: 5,901 shares; 2026Q2: 4,660 shares 4,660 $1.17M 0.52% -1,241 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 8,128 shares; 2026Q1: 8,116 shares; 2026Q2: 7,999 shares 7,999 $1.17M 0.52% -117 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 1,382 shares; 2025Q4: 16,175 shares; 2026Q1: 16,187 shares; 2026Q2: 16,157 shares 16,157 $1.15M 0.51% -30 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,501 shares; 2024Q4: 17,180 shares; 2025Q1: 8,114 shares; 2025Q2: 7,684 shares; 2025Q3: 7,490 shares; 2025Q4: 5,567 shares; 2026Q1: 4,530 shares; 2026Q2: 4,197 shares 4,197 $1.14M 0.5% -333 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: 1,203 shares; 2024Q4: 1,206 shares; 2025Q1: 1,165 shares; 2025Q2: 1,123 shares; 2025Q3: 1,121 shares; 2025Q4: 1,199 shares; 2026Q1: 1,196 shares; 2026Q2: 1,203 shares 1,203 $826K 0.36% +7 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,488 shares; 2024Q4: 60,654 shares; 2025Q1: 59,601 shares; 2025Q2: 59,730 shares; 2025Q3: 61,780 shares; 2025Q4: 44,729 shares; 2026Q1: 11,520 shares; 2026Q2: 10,178 shares 10,178 $747K 0.33% -1,342 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,657 shares; 2024Q4: 5,518 shares; 2025Q1: 7,019 shares; 2025Q2: 1,263 shares; 2025Q3: 997 shares; 2025Q4: 953 shares; 2026Q1: 949 shares; 2026Q2: 949 shares 949 $667K 0.29% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,108 shares; 2024Q4: 4,200 shares; 2025Q1: 4,144 shares; 2025Q2: 4,043 shares; 2025Q3: 3,844 shares; 2025Q4: 3,653 shares; 2026Q1: 3,964 shares; 2026Q2: 3,946 shares 3,946 $624K 0.27% -18 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,295 shares; 2025Q2: 4,945 shares; 2025Q3: 5,041 shares; 2025Q4: 5,092 shares; 2026Q1: 4,906 shares; 2026Q2: 1,324 shares 1,324 $608K 0.27% -3,582 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: 15,423 shares; 2024Q4: 15,267 shares; 2025Q1: 15,072 shares; 2025Q2: 9,284 shares; 2025Q3: 8,027 shares; 2025Q4: 6,884 shares; 2026Q1: 4,921 shares; 2026Q2: 4,370 shares 4,370 $592K 0.26% -551 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,356 shares; 2025Q2: 17,868 shares; 2025Q3: 15,868 shares; 2025Q4: 21,433 shares; 2026Q1: 13,686 shares; 2026Q2: 18,447 shares 18,447 $582K 0.26% +4,761 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,326 shares 3,326 $568K 0.25% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: 1,421 shares; 2025Q1: 1,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,411 shares; 2025Q4: 1,422 shares; 2026Q1: 1,421 shares; 2026Q2: 5,655 shares 5,655 $456K 0.2% +4,234 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: 672 shares; 2024Q4: 698 shares; 2025Q1: 689 shares; 2025Q2: 695 shares; 2025Q3: 704 shares; 2025Q4: 724 shares; 2026Q1: 777 shares; 2026Q2: 788 shares 788 $405K 0.18% +11 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: 1,048 shares; 2024Q4: 1,036 shares; 2025Q1: 1,046 shares; 2025Q2: 2,644 shares; 2025Q3: 2,453 shares; 2025Q4: 1,970 shares; 2026Q1: 2,591 shares; 2026Q2: 2,597 shares 2,597 $355K 0.16% +6 Timeline VDC 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: 1,932 shares; 2024Q4: 1,888 shares; 2025Q1: 1,856 shares; 2025Q2: 1,841 shares; 2025Q3: 1,779 shares; 2025Q4: 1,645 shares; 2026Q1: 1,501 shares; 2026Q2: 1,452 shares 1,452 $327K 0.14% -49 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: 14,861 shares; 2024Q4: 14,991 shares; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $318K 0.14% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,193 shares; 2024Q4: 5,229 shares; 2025Q1: 5,066 shares; 2025Q2: 5,157 shares; 2025Q3: 5,215 shares; 2025Q4: 5,025 shares; 2026Q1: 4,371 shares; 2026Q2: 3,534 shares 3,534 $288K 0.13% -837 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: 255 shares; 2024Q4: 257 shares; 2025Q1: 229 shares; 2025Q2: 1,661 shares; 2025Q3: 1,270 shares; 2025Q4: 834 shares; 2026Q1: 977 shares; 2026Q2: 951 shares 951 $242K 0.11% -26 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 322 shares; 2025Q1: 303 shares; 2025Q2: 4,283 shares; 2025Q3: 2,600 shares; 2025Q4: 2,507 shares; 2026Q1: 2,607 shares; 2026Q2: 2,610 shares 2,610 $229K 0.1% +3 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 4,550 shares; 2026Q2: 4,590 shares 4,590 $218K 0.1% +40 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: 523 shares; 2024Q4: 526 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 530 shares; 2025Q4: 533 shares; 2026Q1: 553 shares; 2026Q2: 566 shares 566 $209K 0.09% +13 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares; 2026Q1: 1,629 shares; 2026Q2: 2,069 shares 2,069 $199K 0.09% +440 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $192K 0.08% 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: 1,318 shares; 2024Q4: 1,321 shares; 2025Q1: 1,332 shares; 2025Q2: 1,345 shares; 2025Q3: 1,358 shares; 2025Q4: 1,371 shares; 2026Q1: 1,381 shares; 2026Q2: 1,391 shares 1,391 $179K 0.08% +10 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 531 shares; 2025Q1: 533 shares; 2025Q2: 534 shares; 2025Q3: 535 shares; 2025Q4: 536 shares; 2026Q1: 537 shares; 2026Q2: 539 shares 539 $170K 0.07% +2 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,642 shares; 2025Q1: 1,654 shares; 2025Q2: 1,670 shares; 2025Q3: 1,683 shares; 2025Q4: 1,300 shares; 2026Q1: 1,314 shares; 2026Q2: 1,324 shares 1,324 $167K 0.07% +10 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: 2,700 shares; 2024Q4: 2,724 shares; 2025Q1: 2,746 shares; 2025Q2: 2,724 shares; 2025Q3: 2,755 shares; 2025Q4: 2,785 shares; 2026Q1: 2,811 shares; 2026Q2: 2,836 shares 2,836 $163K 0.07% +25 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,323 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 1,700 shares 1,700 $157K 0.07% -300 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $152K 0.07% 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: 7,448 shares; 2024Q4: 6,739 shares; 2025Q1: 6,553 shares; 2025Q2: 6,308 shares; 2025Q3: 6,084 shares; 2025Q4: 4,090 shares; 2026Q1: 2,147 shares; 2026Q2: 946 shares 946 $139K 0.06% -1,201 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539 shares; 2024Q4: 544 shares; 2025Q1: 549 shares; 2025Q2: 555 shares; 2025Q3: 560 shares; 2025Q4: 565 shares; 2026Q1: 709 shares; 2026Q2: 713 shares 713 $121K 0.05% +4 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 1,636 shares; 2025Q1: 1,638 shares; 2025Q2: 1,640 shares; 2025Q3: 1,643 shares; 2025Q4: 1,251 shares; 2026Q1: 1,254 shares; 2026Q2: 1,256 shares 1,256 $115K 0.05% +2 Timeline CME CME GROUP INC More: the full row for CME 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: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 494 shares 494 $109K 0.05% 0 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: 2,395 shares; 2024Q4: 2,198 shares; 2025Q1: 2,212 shares; 2025Q2: 2,226 shares; 2025Q3: 1,572 shares; 2025Q4: 1,153 shares; 2026Q1: 1,285 shares; 2026Q2: 1,244 shares 1,244 $102K 0.04% -41 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 264 shares; 2025Q1: 248 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 236 shares 236 $101K 0.04% -4 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,425 shares; 2024Q4: 1,488 shares; 2025Q1: 1,494 shares; 2025Q2: 1,442 shares; 2025Q3: 1,458 shares; 2025Q4: 1,479 shares; 2026Q1: 1,213 shares; 2026Q2: 1,226 shares 1,226 $96.9K 0.04% +13 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,186 shares; 2024Q4: 2,198 shares; 2025Q1: 2,214 shares; 2025Q2: 2,231 shares; 2025Q3: 2,243 shares; 2025Q4: 2,258 shares; 2026Q1: 2,273 shares; 2026Q2: 2,291 shares 2,291 $96.5K 0.04% +18 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $94.5K 0.04% 0 Timeline MDYV 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: 150 shares; 2024Q4: 151 shares; 2025Q1: 970 shares; 2025Q2: 975 shares; 2025Q3: 979 shares; 2025Q4: 984 shares; 2026Q1: 988 shares; 2026Q2: 993 shares 993 $94.2K 0.04% +5 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: 12,800 shares; 2024Q4: 11,487 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 221 shares 221 $93K 0.04% +1 Timeline IGM 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: 565 shares; 2026Q2: 565 shares 565 $92.4K 0.04% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232 shares; 2026Q2: 1,051 shares 1,051 $89.9K 0.04% +819 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: 80 shares; 2024Q4: 81 shares; 2025Q1: 72 shares; 2025Q2: 1,195 shares; 2025Q3: 73 shares; 2025Q4: 74 shares; 2026Q1: 489 shares; 2026Q2: 490 shares 490 $81.2K 0.04% +1 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976 shares; 2024Q4: 1,992 shares; 2025Q1: 2,009 shares; 2025Q2: 2,026 shares; 2025Q3: 1,353 shares; 2025Q4: 2,055 shares; 2026Q1: 2,073 shares; 2026Q2: 2,092 shares 2,092 $80.1K 0.04% +19 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: 967 shares; 2024Q4: 979 shares; 2025Q1: 998 shares; 2025Q2: 1,016 shares; 2025Q3: 1,033 shares; 2025Q4: 1,050 shares; 2026Q1: 1,069 shares; 2026Q2: 1,085 shares 1,085 $78K 0.03% +16 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 815 shares; 2025Q1: 769 shares; 2025Q2: 1,545 shares; 2025Q3: not reported; 2025Q4: 1,552 shares; 2026Q1: 1,560 shares; 2026Q2: 1,569 shares 1,569 $75.3K 0.03% +9 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $75.2K 0.03% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,850 shares; 2024Q4: 15,445 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,900 shares 1,900 $75K 0.03% new 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: 341 shares; 2024Q4: 343 shares; 2025Q1: 319 shares; 2025Q2: 320 shares; 2025Q3: 116 shares; 2025Q4: 322 shares; 2026Q1: 323 shares; 2026Q2: 324 shares 324 $72.3K 0.03% +1 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,566 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares; 2025Q4: 5,566 shares; 2026Q1: 5,566 shares; 2026Q2: 5,566 shares 5,566 $70K 0.03% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $65.4K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 219 shares; 2025Q1: 220 shares; 2025Q2: 763 shares; 2025Q3: 223 shares; 2025Q4: 224 shares; 2026Q1: 226 shares; 2026Q2: 227 shares 227 $61.4K 0.03% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 664 shares; 2025Q1: 669 shares; 2025Q2: 674 shares; 2025Q3: 557 shares; 2025Q4: 683 shares; 2026Q1: 689 shares; 2026Q2: 694 shares 694 $56.4K 0.02% +5 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 261 shares; 2025Q1: 174 shares; 2025Q2: 175 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $56K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 472 shares; 2025Q1: 476 shares; 2025Q2: 1,895 shares; 2025Q3: 484 shares; 2025Q4: 489 shares; 2026Q1: 492 shares; 2026Q2: 496 shares 496 $51.5K 0.02% +4 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 548 shares; 2025Q1: 553 shares; 2025Q2: 556 shares; 2025Q3: 560 shares; 2025Q4: 407 shares; 2026Q1: 412 shares; 2026Q2: 415 shares 415 $48.9K 0.02% +3 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 156 shares; 2026Q1: 157 shares; 2026Q2: 157 shares 157 $47.7K 0.02% 0 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: 544 shares; 2024Q4: 565 shares; 2025Q1: 551 shares; 2025Q2: 555 shares; 2025Q3: 559 shares; 2025Q4: 564 shares; 2026Q1: 567 shares; 2026Q2: 571 shares 571 $47.4K 0.02% +4 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $47.4K 0.02% 0 Timeline VPU 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: 78 shares; 2024Q4: 79 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 232 shares; 2026Q2: 234 shares 234 $45.8K 0.02% +2 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: 723 shares; 2024Q4: 728 shares; 2025Q1: 734 shares; 2025Q2: 739 shares; 2025Q3: 744 shares; 2025Q4: 750 shares; 2026Q1: 757 shares; 2026Q2: 763 shares 763 $44.2K 0.02% +6 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 515 shares; 2025Q1: 519 shares; 2025Q2: 523 shares; 2025Q3: 527 shares; 2025Q4: 631 shares; 2026Q1: 635 shares; 2026Q2: 539 shares 539 $43.3K 0.02% -96 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares; 2026Q2: 172 shares 172 $41.7K 0.02% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 227 shares; 2025Q2: 1,199 shares; 2025Q3: 227 shares; 2025Q4: 228 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $40.8K 0.02% 0 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: 140 shares; 2024Q4: 162 shares; 2025Q1: 140 shares; 2025Q2: 141 shares; 2025Q3: 121 shares; 2025Q4: 211 shares; 2026Q1: 208 shares; 2026Q2: 209 shares 209 $39.8K 0.02% +1 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: 81 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 95 shares; 2026Q1: 399 shares; 2026Q2: 402 shares 402 $38.8K 0.02% +3 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $38.5K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: 275 shares; 2025Q1: 277 shares; 2025Q2: 212 shares; 2025Q3: 214 shares; 2025Q4: 215 shares; 2026Q1: 216 shares; 2026Q2: 218 shares 218 $33.2K 0.01% +2 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: 43 shares; 2024Q4: 68 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 62 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $33K 0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 200 shares; 2026Q2: 200 shares 200 $30.7K 0.01% 0 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: 1,123 shares; 2024Q4: 1,142 shares; 2025Q1: 1,160 shares; 2025Q2: 1,180 shares; 2025Q3: 1,201 shares; 2025Q4: 1,221 shares; 2026Q1: 1,240 shares; 2026Q2: 1,261 shares 1,261 $30.4K 0.01% +21 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 238 shares 238 $29.5K 0.01% +179 Timeline FNDB 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: 2,404 shares; 2025Q2: 2,414 shares; 2025Q3: 1,010 shares; 2025Q4: 1,015 shares; 2026Q1: 903 shares; 2026Q2: 907 shares 907 $27.6K 0.01% +4 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: 350 shares; 2024Q4: 444 shares; 2025Q1: 447 shares; 2025Q2: 358 shares; 2025Q3: 361 shares; 2025Q4: 366 shares; 2026Q1: 368 shares; 2026Q2: 372 shares 372 $27.3K 0.01% +4 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 521 shares; 2025Q1: 524 shares; 2025Q2: 527 shares; 2025Q3: not reported; 2025Q4: 531 shares; 2026Q1: 535 shares; 2026Q2: 539 shares 539 $26.2K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $24.7K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,080 shares; 2025Q2: 1,091 shares; 2025Q3: 1,102 shares; 2025Q4: 1,115 shares; 2026Q1: 1,126 shares; 2026Q2: 1,138 shares 1,138 $23.6K 0.01% +12 Timeline EWC 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: 400 shares; 2026Q2: 400 shares 400 $23.1K 0.01% 0 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: 97 shares; 2024Q4: 106 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 195 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $23K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: 548 shares; 2025Q3: 553 shares; 2025Q4: 559 shares; 2026Q1: 563 shares; 2026Q2: 711 shares 711 $22.5K 0.01% +148 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 reported; 2024Q4: not reported; 2025Q1: 2,119 shares; 2025Q2: 872 shares; 2025Q3: 881 shares; 2025Q4: 892 shares; 2026Q1: 898 shares; 2026Q2: 906 shares 906 $21.9K 0.01% +8 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $21.6K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 71 shares 71 $21.4K 0.01% +64 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407 shares; 2024Q4: 1,426 shares; 2025Q1: 1,448 shares; 2025Q2: 1,470 shares; 2025Q3: 1,489 shares; 2025Q4: 1,506 shares; 2026Q1: 1,523 shares; 2026Q2: 1,536 shares 1,536 $21.4K 0.01% +13 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,628 shares; 2024Q4: 5,685 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 70 shares 70 $20.8K 0.01% +1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,449 shares; 2025Q1: 1,453 shares; 2025Q2: 1,467 shares; 2025Q3: 1,482 shares; 2025Q4: 1,501 shares; 2026Q1: 260 shares; 2026Q2: 263 shares 263 $20.5K 0.01% +3 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 200 shares; 2026Q2: 200 shares 200 $20.4K 0.01% 0 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: 377 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 401 shares 401 $20.2K 0.01% +5 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19.9K 0.01% 0 Timeline EWL 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: 376 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares; 2026Q2: 306 shares 306 $19.2K 0.01% -77 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 188 shares; 2025Q1: 189 shares; 2025Q2: 191 shares; 2025Q3: 192 shares; 2025Q4: 194 shares; 2026Q1: 196 shares; 2026Q2: 197 shares 197 $18.9K 0.01% +1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 263 shares; 2025Q1: 177 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 186 shares 186 $18K 0.01% +3 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $17.2K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $17K 0.01% 0 Timeline DGRO 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: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $16.7K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares 160 $16.6K 0.01% new Timeline EWU 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: 376 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 346 shares; 2026Q1: 346 shares; 2026Q2: 351 shares 351 $16.2K 0.01% +5 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $14.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430 shares 430 $14.6K 0.01% new 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: 73 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187 shares 187 $14.5K 0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 261 shares 261 $13.8K 0.01% new 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: 115 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 66 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $12.8K 0.01% 0 Timeline EWS 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: 450 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 407 shares 407 $12.1K 0.01% +6 Timeline QUS 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: 134 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $11.4K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $11.2K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $11.1K <0.01% 0 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: 309 shares; 2024Q4: 310 shares; 2025Q1: 313 shares; 2025Q2: 315 shares; 2025Q3: 317 shares; 2025Q4: 320 shares; 2026Q1: 322 shares; 2026Q2: 325 shares 325 $10.6K <0.01% +3 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $10.1K <0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $9.28K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 312 shares; 2026Q1: 313 shares; 2026Q2: 314 shares 314 $9.1K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $9.02K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $8.86K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $8.79K <0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $8.64K <0.01% 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: 216 shares; 2024Q4: 152 shares; 2025Q1: 157 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 155 shares 155 $8.31K <0.01% +1 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.15K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 15 shares 15 $7.79K <0.01% -10 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 126 shares 126 $7.66K <0.01% new 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: 67 shares; 2024Q4: 80 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $7.33K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 93 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 95 shares; 2025Q4: 96 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $7.23K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $7.09K <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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $6.91K <0.01% 0 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 82 shares; 2026Q2: 19 shares 19 $6.88K <0.01% -63 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 135 shares; 2025Q1: 137 shares; 2025Q2: 138 shares; 2025Q3: 139 shares; 2025Q4: 140 shares; 2026Q1: 142 shares; 2026Q2: 143 shares 143 $6.66K <0.01% +1 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $6.58K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $6.52K <0.01% 0 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: 490 shares; 2024Q4: 497 shares; 2025Q1: 500 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 89 shares 89 $6.33K <0.01% +1 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $6.27K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81 shares 81 $6.12K <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $6.05K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $5.86K <0.01% 0 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $5.55K <0.01% 0 Timeline SLYV 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 66 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $5.44K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $5.33K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544 shares; 2024Q4: 361 shares; 2025Q1: 364 shares; 2025Q2: 367 shares; 2025Q3: 371 shares; 2025Q4: 375 shares; 2026Q1: 379 shares; 2026Q2: 213 shares 213 $5.24K <0.01% -166 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 103 shares; 2026Q1: 103 shares; 2026Q2: 82 shares 82 $4.92K <0.01% -21 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $4.9K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 8 shares; 2026Q2: 7 shares 7 $4.67K <0.01% -1 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 108 shares; 2026Q2: 90 shares 90 $4.55K <0.01% -18 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $4.25K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 76 shares; 2026Q2: 60 shares 60 $4.23K <0.01% -16 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 17 shares; 2026Q2: 14 shares 14 $4.22K <0.01% -3 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $4.17K <0.01% new Timeline ULS UL SOLUTIONS INC More: the full row for UL 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: 52 shares; 2026Q2: 40 shares 40 $4.08K <0.01% -12 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 13 shares 13 $3.66K <0.01% -3 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $3.53K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 100 shares; 2026Q2: 40 shares 40 $3.48K <0.01% -60 Timeline VIS 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.94K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $2.68K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $2.4K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.93K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $1.89K <0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares 17 $1.86K <0.01% new Timeline GME GAMESTOP CORP More: the full row for GAMESTOP 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: 52 shares 52 $1.15K <0.01% new Timeline ALH ALLIANCE LAUNDRY HLDGS INC More: the full row for ALLIANCE LAUNDRY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $1.06K <0.01% 0 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $992 <0.01% new Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $278 <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $80 <0.01% 0 Timeline LCID LUCID GROUP INC More: the full row for LUCID 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: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $67 <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $2 <0.01% 0 Timeline