IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,309 shares; 2024Q4: 113,358 shares; 2025Q1: 117,514 shares; 2025Q2: 124,098 shares; 2025Q3: 122,609 shares; 2025Q4: 114,893 shares; 2026Q1: 116,007 shares; 2026Q2: 113,897 shares 113,897 $85.3M 9.74% -2,110 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: 1,034,828 shares; 2024Q4: 1,055,070 shares; 2025Q1: 1,088,184 shares; 2025Q2: 1,148,795 shares; 2025Q3: 1,155,855 shares; 2025Q4: 1,161,767 shares; 2026Q1: 1,157,964 shares; 2026Q2: 1,131,158 shares 1,131,158 $80.6M 9.2% -26,806 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: 227,956 shares; 2024Q4: 225,581 shares; 2025Q1: 237,157 shares; 2025Q2: 234,529 shares; 2025Q3: 234,596 shares; 2025Q4: 227,918 shares; 2026Q1: 224,435 shares; 2026Q2: 223,377 shares 223,377 $64.6M 7.38% -1,058 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: 221,310 shares; 2024Q4: 249,030 shares; 2025Q1: 325,236 shares; 2025Q2: 382,609 shares; 2025Q3: 383,049 shares; 2025Q4: 409,694 shares; 2026Q1: 363,977 shares; 2026Q2: 339,793 shares 339,793 $50.4M 5.75% -24,184 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: 124,827 shares; 2024Q4: 126,829 shares; 2025Q1: 129,434 shares; 2025Q2: 126,894 shares; 2025Q3: 125,023 shares; 2025Q4: 120,506 shares; 2026Q1: 120,855 shares; 2026Q2: 117,364 shares 117,364 $41.9M 4.79% -3,491 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,676 shares; 2024Q4: 498,183 shares; 2025Q1: 540,629 shares; 2025Q2: 582,881 shares; 2025Q3: 593,756 shares; 2025Q4: 616,425 shares; 2026Q1: 640,590 shares; 2026Q2: 646,823 shares 646,823 $38.6M 4.41% +6,233 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: 101,422 shares; 2024Q4: 103,212 shares; 2025Q1: 102,390 shares; 2025Q2: 103,739 shares; 2025Q3: 102,061 shares; 2025Q4: 92,747 shares; 2026Q1: 86,956 shares; 2026Q2: 84,065 shares 84,065 $30.7M 3.51% -2,891 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: 70,863 shares; 2024Q4: 59,980 shares; 2025Q1: 62,779 shares; 2025Q2: 59,747 shares; 2025Q3: 61,030 shares; 2025Q4: 60,564 shares; 2026Q1: 64,429 shares; 2026Q2: 63,925 shares 63,925 $23.8M 2.72% -504 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: 97,911 shares; 2024Q4: 97,496 shares; 2025Q1: 102,383 shares; 2025Q2: 103,381 shares; 2025Q3: 99,306 shares; 2025Q4: 98,256 shares; 2026Q1: 101,906 shares; 2026Q2: 97,611 shares 97,611 $23.3M 2.66% -4,295 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: 367,567 shares; 2024Q4: 365,746 shares; 2025Q1: 378,314 shares; 2025Q2: 376,563 shares; 2025Q3: 383,411 shares; 2025Q4: 382,198 shares; 2026Q1: 301,595 shares; 2026Q2: 307,858 shares 307,858 $23.2M 2.65% +6,263 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: 102,684 shares; 2024Q4: 102,456 shares; 2025Q1: 103,930 shares; 2025Q2: 105,085 shares; 2025Q3: 108,796 shares; 2025Q4: 107,294 shares; 2026Q1: 107,704 shares; 2026Q2: 106,584 shares 106,584 $21.3M 2.43% -1,120 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,872 shares; 2024Q4: 254,067 shares; 2025Q1: 251,270 shares; 2025Q2: 249,816 shares; 2025Q3: 247,466 shares; 2025Q4: 243,033 shares; 2026Q1: 241,135 shares; 2026Q2: 238,266 shares 238,266 $21.2M 2.42% -2,869 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: 139,884 shares; 2024Q4: 147,196 shares; 2025Q1: 157,950 shares; 2025Q2: 163,124 shares; 2025Q3: 166,737 shares; 2025Q4: 171,116 shares; 2026Q1: 174,720 shares; 2026Q2: 178,377 shares 178,377 $19.5M 2.22% +3,657 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: 48,212 shares; 2024Q4: 48,241 shares; 2025Q1: 47,643 shares; 2025Q2: 48,057 shares; 2025Q3: 48,505 shares; 2025Q4: 48,360 shares; 2026Q1: 48,452 shares; 2026Q2: 46,628 shares 46,628 $16M 1.83% -1,824 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: 66,075 shares; 2024Q4: 55,286 shares; 2025Q1: 57,698 shares; 2025Q2: 58,166 shares; 2025Q3: 58,039 shares; 2025Q4: 56,564 shares; 2026Q1: 50,861 shares; 2026Q2: 50,692 shares 50,692 $12.9M 1.47% -169 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: 10,941 shares; 2024Q4: 8,917 shares; 2025Q1: 10,021 shares; 2025Q2: 11,242 shares; 2025Q3: 12,529 shares; 2025Q4: 13,337 shares; 2026Q1: 13,318 shares; 2026Q2: 13,087 shares 13,087 $12.2M 1.4% -231 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: 234,646 shares; 2024Q4: 469,108 shares; 2025Q1: 458,470 shares; 2025Q2: 462,597 shares; 2025Q3: 450,592 shares; 2025Q4: 439,109 shares; 2026Q1: 433,859 shares; 2026Q2: 424,434 shares 424,434 $11.8M 1.34% -9,425 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,939 shares; 2024Q4: 33,021 shares; 2025Q1: 32,937 shares; 2025Q2: 34,409 shares; 2025Q3: 33,766 shares; 2025Q4: 33,406 shares; 2026Q1: 33,382 shares; 2026Q2: 33,060 shares 33,060 $11.4M 1.3% -322 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: 34,885 shares; 2024Q4: 28,943 shares; 2025Q1: 29,314 shares; 2025Q2: 29,827 shares; 2025Q3: 29,143 shares; 2025Q4: 28,785 shares; 2026Q1: 28,702 shares; 2026Q2: 28,552 shares 28,552 $10.3M 1.18% -150 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,152 shares; 2024Q4: 83,029 shares; 2025Q1: 87,792 shares; 2025Q2: 92,814 shares; 2025Q3: 90,881 shares; 2025Q4: 88,990 shares; 2026Q1: 90,713 shares; 2026Q2: 89,538 shares 89,538 $9.15M 1.04% -1,175 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,794 shares; 2024Q4: 173,980 shares; 2025Q1: 157,761 shares; 2025Q2: 166,003 shares; 2025Q3: 162,458 shares; 2025Q4: 156,939 shares; 2026Q1: 157,141 shares; 2026Q2: 154,986 shares 154,986 $8.94M 1.02% -2,155 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: 179,220 shares; 2024Q4: 176,968 shares; 2025Q1: 174,299 shares; 2025Q2: 173,090 shares; 2025Q3: 169,497 shares; 2025Q4: 162,482 shares; 2026Q1: 113,692 shares; 2026Q2: 110,494 shares 110,494 $8.52M 0.97% -3,198 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,886 shares; 2024Q4: 36,191 shares; 2025Q1: 45,514 shares; 2025Q2: 47,967 shares; 2025Q3: 46,726 shares; 2025Q4: 45,376 shares; 2026Q1: 47,814 shares; 2026Q2: 45,433 shares 45,433 $8.4M 0.96% -2,381 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,792 shares; 2024Q4: 16,721 shares; 2025Q1: 17,849 shares; 2025Q2: 18,847 shares; 2025Q3: 18,478 shares; 2025Q4: 17,464 shares; 2026Q1: 17,490 shares; 2026Q2: 17,406 shares 17,406 $7.25M 0.83% -84 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,423 shares; 2025Q2: 28,118 shares; 2025Q3: 28,002 shares; 2025Q4: 27,952 shares; 2026Q1: 24,199 shares; 2026Q2: 21,239 shares 21,239 $7.24M 0.83% -2,960 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,840 shares; 2026Q1: 112,049 shares; 2026Q2: 115,939 shares 115,939 $7.05M 0.8% +3,890 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: 6,139 shares; 2024Q4: 7,588 shares; 2025Q1: 7,488 shares; 2025Q2: 5,832 shares; 2025Q3: 6,024 shares; 2025Q4: 5,924 shares; 2026Q1: 5,924 shares; 2026Q2: 5,868 shares 5,868 $7.04M 0.8% -56 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,198 shares; 2024Q4: 8,575 shares; 2025Q1: 11,391 shares; 2025Q2: 12,573 shares; 2025Q3: 12,220 shares; 2025Q4: 9,616 shares; 2026Q1: 9,620 shares; 2026Q2: 8,786 shares 8,786 $6.35M 0.73% -834 Timeline SPEM 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: 136,498 shares; 2024Q4: 135,028 shares; 2025Q1: 129,928 shares; 2025Q2: 129,207 shares; 2025Q3: 125,867 shares; 2025Q4: 123,981 shares; 2026Q1: 123,110 shares; 2026Q2: 122,359 shares 122,359 $6.34M 0.72% -751 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: 56,653 shares; 2024Q4: 56,660 shares; 2025Q1: 58,016 shares; 2025Q2: 59,798 shares; 2025Q3: 58,684 shares; 2025Q4: 57,813 shares; 2026Q1: 66,187 shares; 2026Q2: 65,755 shares 65,755 $6.33M 0.72% -432 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: 58,907 shares; 2024Q4: 55,817 shares; 2025Q1: 98,002 shares; 2025Q2: 106,507 shares; 2025Q3: 104,704 shares; 2025Q4: 104,902 shares; 2026Q1: 124,630 shares; 2026Q2: 108,417 shares 108,417 $6.18M 0.71% -16,213 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,409 shares; 2024Q4: 16,468 shares; 2025Q1: 16,646 shares; 2025Q2: 17,598 shares; 2025Q3: 17,417 shares; 2025Q4: 17,359 shares; 2026Q1: 15,400 shares; 2026Q2: 15,115 shares 15,115 $6.08M 0.69% -285 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: 11,675 shares; 2024Q4: 11,585 shares; 2025Q1: 11,214 shares; 2025Q2: 11,523 shares; 2025Q3: 11,531 shares; 2025Q4: 8,399 shares; 2026Q1: 8,329 shares; 2026Q2: 8,340 shares 8,340 $5.73M 0.65% +11 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,193 shares; 2024Q4: 23,220 shares; 2025Q1: 23,245 shares; 2025Q2: 24,282 shares; 2025Q3: 24,445 shares; 2025Q4: 25,264 shares; 2026Q1: 25,459 shares; 2026Q2: 25,736 shares 25,736 $5.62M 0.64% +277 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,138 shares; 2024Q4: 112,185 shares; 2025Q1: 112,149 shares; 2025Q2: 120,549 shares; 2025Q3: 114,970 shares; 2025Q4: 122,408 shares; 2026Q1: 110,182 shares; 2026Q2: 115,155 shares 115,155 $5.35M 0.61% +4,973 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,937 shares; 2024Q4: 32,924 shares; 2025Q1: 33,644 shares; 2025Q2: 35,146 shares; 2025Q3: 34,652 shares; 2025Q4: 27,993 shares; 2026Q1: 27,970 shares; 2026Q2: 27,393 shares 27,393 $5.29M 0.6% -577 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,411 shares; 2024Q4: 37,553 shares; 2025Q1: 37,644 shares; 2025Q2: 38,630 shares; 2025Q3: 37,916 shares; 2025Q4: 37,731 shares; 2026Q1: 37,898 shares; 2026Q2: 37,279 shares 37,279 $5.11M 0.58% -619 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: 73,230 shares; 2024Q4: 51,854 shares; 2025Q1: 60,141 shares; 2025Q2: 61,206 shares; 2025Q3: 58,220 shares; 2025Q4: 57,593 shares; 2026Q1: 57,315 shares; 2026Q2: 57,105 shares 57,105 $5.01M 0.57% -210 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,997 shares; 2024Q4: 23,569 shares; 2025Q1: 26,782 shares; 2025Q2: 26,729 shares; 2025Q3: 22,598 shares; 2025Q4: 39,344 shares; 2026Q1: 40,136 shares; 2026Q2: 46,393 shares 46,393 $4.99M 0.57% +6,257 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,427 shares; 2024Q4: 24,981 shares; 2025Q1: 27,988 shares; 2025Q2: 29,973 shares; 2025Q3: 29,190 shares; 2025Q4: 29,024 shares; 2026Q1: 29,639 shares; 2026Q2: 28,861 shares 28,861 $4.53M 0.52% -778 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,767 shares; 2024Q4: 30,767 shares; 2025Q1: 30,767 shares; 2025Q2: 30,767 shares; 2025Q3: 30,767 shares; 2025Q4: 30,767 shares; 2026Q1: 30,582 shares; 2026Q2: 30,582 shares 30,582 $4.48M 0.51% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,594 shares; 2024Q4: 22,631 shares; 2025Q1: 24,202 shares; 2025Q2: 25,292 shares; 2025Q3: 24,852 shares; 2025Q4: 24,216 shares; 2026Q1: 27,995 shares; 2026Q2: 27,247 shares 27,247 $4.27M 0.49% -748 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: 18,575 shares 18,575 $4.16M 0.47% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,264 shares; 2024Q4: 42,935 shares; 2025Q1: 43,920 shares; 2025Q2: 46,459 shares; 2025Q3: 45,851 shares; 2025Q4: 47,739 shares; 2026Q1: 48,713 shares; 2026Q2: 40,096 shares 40,096 $4.15M 0.47% -8,617 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: 18,515 shares 18,515 $4.09M 0.47% new Timeline IEI 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: 30,346 shares; 2025Q3: 30,011 shares; 2025Q4: 29,741 shares; 2026Q1: 31,419 shares; 2026Q2: 34,064 shares 34,064 $4M 0.46% +2,645 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: 13,577 shares; 2024Q4: 13,529 shares; 2025Q1: 13,511 shares; 2025Q2: 13,487 shares; 2025Q3: 13,423 shares; 2025Q4: 13,408 shares; 2026Q1: 13,157 shares; 2026Q2: 13,157 shares 13,157 $3.95M 0.45% 0 Timeline SCHA 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: 58,096 shares; 2024Q4: 115,564 shares; 2025Q1: 114,625 shares; 2025Q2: 114,052 shares; 2025Q3: 112,352 shares; 2025Q4: 109,740 shares; 2026Q1: 108,954 shares; 2026Q2: 105,562 shares 105,562 $3.81M 0.44% -3,392 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: 6,394 shares; 2024Q4: 7,065 shares; 2025Q1: 9,240 shares; 2025Q2: 8,535 shares; 2025Q3: 8,542 shares; 2025Q4: 8,486 shares; 2026Q1: 8,483 shares; 2026Q2: 11,362 shares 11,362 $3.72M 0.42% +2,879 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,641 shares; 2024Q4: 32,016 shares; 2025Q1: 31,986 shares; 2025Q2: 33,981 shares; 2025Q3: 32,680 shares; 2025Q4: 34,284 shares; 2026Q1: 33,498 shares; 2026Q2: 35,745 shares 35,745 $3.67M 0.42% +2,247 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,433 shares; 2024Q4: 18,384 shares; 2025Q1: 18,436 shares; 2025Q2: 18,266 shares; 2025Q3: 17,916 shares; 2025Q4: 15,662 shares; 2026Q1: 15,597 shares; 2026Q2: 14,576 shares 14,576 $3.4M 0.39% -1,021 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,418 shares; 2024Q4: 36,288 shares; 2025Q1: 36,286 shares; 2025Q2: 37,207 shares; 2025Q3: 36,565 shares; 2025Q4: 33,767 shares; 2026Q1: 34,861 shares; 2026Q2: 47,279 shares 47,279 $3.4M 0.39% +12,418 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: 5,033 shares; 2024Q4: 5,024 shares; 2025Q1: 6,565 shares; 2025Q2: 6,872 shares; 2025Q3: 6,566 shares; 2025Q4: 6,595 shares; 2026Q1: 6,699 shares; 2026Q2: 6,630 shares 6,630 $3.29M 0.38% -69 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,886 shares; 2024Q4: 58,457 shares; 2025Q1: 68,891 shares; 2025Q2: 77,552 shares; 2025Q3: 72,417 shares; 2025Q4: 72,078 shares; 2026Q1: 60,406 shares; 2026Q2: 58,779 shares 58,779 $3.29M 0.38% -1,627 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: 17,034 shares; 2024Q4: 17,274 shares; 2025Q1: 17,004 shares; 2025Q2: 18,275 shares; 2025Q3: 14,632 shares; 2025Q4: 14,642 shares; 2026Q1: 14,404 shares; 2026Q2: 17,349 shares 17,349 $2.84M 0.32% +2,945 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,760 shares; 2024Q4: 16,801 shares; 2025Q1: 16,880 shares; 2025Q2: 17,506 shares; 2025Q3: 16,948 shares; 2025Q4: 15,438 shares; 2026Q1: 15,109 shares; 2026Q2: 13,781 shares 13,781 $2.6M 0.3% -1,328 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,199 shares; 2025Q3: 17,194 shares; 2025Q4: 20,147 shares; 2026Q1: 20,367 shares; 2026Q2: 18,048 shares 18,048 $2.56M 0.29% -2,319 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: 5,564 shares; 2024Q4: 5,559 shares; 2025Q1: 5,559 shares; 2025Q2: 5,427 shares; 2025Q3: 6,159 shares; 2025Q4: 6,146 shares; 2026Q1: 6,146 shares; 2026Q2: 6,146 shares 6,146 $2.52M 0.29% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,248 shares; 2025Q4: 25,337 shares; 2026Q1: 19,914 shares; 2026Q2: 19,566 shares 19,566 $2.38M 0.27% -348 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 3,065 shares; 2025Q3: 3,941 shares; 2025Q4: 4,008 shares; 2026Q1: 4,155 shares; 2026Q2: 4,192 shares 4,192 $2.36M 0.27% +37 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,144 shares; 2025Q3: 12,106 shares; 2025Q4: 11,892 shares; 2026Q1: 11,760 shares; 2026Q2: 11,204 shares 11,204 $2.25M 0.26% -556 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,466 shares; 2024Q4: 10,366 shares; 2025Q1: 10,315 shares; 2025Q2: 11,142 shares; 2025Q3: 10,402 shares; 2025Q4: 10,191 shares; 2026Q1: 10,076 shares; 2026Q2: 9,891 shares 9,891 $2.18M 0.25% -185 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,608 shares; 2024Q4: 35,537 shares; 2025Q1: 34,690 shares; 2025Q2: 36,626 shares; 2025Q3: 34,131 shares; 2025Q4: 33,810 shares; 2026Q1: 33,138 shares; 2026Q2: 29,693 shares 29,693 $2.07M 0.24% -3,445 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 316 shares; 2025Q1: 313 shares; 2025Q2: 311 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 303 shares; 2026Q2: 296 shares 296 $2.02M 0.23% -7 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,552 shares; 2024Q4: 75,667 shares; 2025Q1: 68,569 shares; 2025Q2: 67,983 shares; 2025Q3: 67,922 shares; 2025Q4: 66,644 shares; 2026Q1: 66,614 shares; 2026Q2: 66,536 shares 66,536 $1.96M 0.22% -78 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: 4,533 shares; 2025Q4: 4,825 shares; 2026Q1: 4,909 shares; 2026Q2: 4,901 shares 4,901 $1.85M 0.21% -8 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,812 shares; 2024Q4: 13,207 shares; 2025Q1: 12,990 shares; 2025Q2: 12,468 shares; 2025Q3: 12,380 shares; 2025Q4: 13,449 shares; 2026Q1: 13,309 shares; 2026Q2: 13,031 shares 13,031 $1.82M 0.21% -278 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,736 shares; 2024Q4: 11,736 shares; 2025Q1: 11,637 shares; 2025Q2: 9,475 shares; 2025Q3: 8,550 shares; 2025Q4: 8,542 shares; 2026Q1: 8,479 shares; 2026Q2: 8,042 shares 8,042 $1.76M 0.2% -437 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,108 shares; 2024Q4: 58,408 shares; 2025Q1: 37,424 shares; 2025Q2: 38,052 shares; 2025Q3: 33,359 shares; 2025Q4: 31,779 shares; 2026Q1: 30,325 shares; 2026Q2: 29,188 shares 29,188 $1.76M 0.2% -1,137 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,652 shares; 2024Q4: 25,885 shares; 2025Q1: 23,794 shares; 2025Q2: 30,943 shares; 2025Q3: 25,978 shares; 2025Q4: 26,286 shares; 2026Q1: 26,051 shares; 2026Q2: 31,802 shares 31,802 $1.74M 0.2% +5,751 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,593 shares; 2024Q4: 67,529 shares; 2025Q1: 65,159 shares; 2025Q2: 65,091 shares; 2025Q3: 61,242 shares; 2025Q4: 59,514 shares; 2026Q1: 59,514 shares; 2026Q2: 45,394 shares 45,394 $1.67M 0.19% -14,120 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,427 shares; 2024Q4: 43,467 shares; 2025Q1: 44,286 shares; 2025Q2: 46,321 shares; 2025Q3: 26,692 shares; 2025Q4: 31,644 shares; 2026Q1: 31,850 shares; 2026Q2: 31,323 shares 31,323 $1.66M 0.19% -527 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,593 shares; 2024Q4: 8,593 shares; 2025Q1: 8,593 shares; 2025Q2: 8,593 shares; 2025Q3: 8,593 shares; 2025Q4: 8,583 shares; 2026Q1: 8,583 shares; 2026Q2: 7,778 shares 7,778 $1.55M 0.18% -805 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: 2,000 shares; 2024Q4: 2,300 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,755 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares; 2026Q2: 2,663 shares 2,663 $1.55M 0.18% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,492 shares; 2024Q4: 88,704 shares; 2025Q1: 77,166 shares; 2025Q2: 80,874 shares; 2025Q3: 79,693 shares; 2025Q4: 77,074 shares; 2026Q1: 75,027 shares; 2026Q2: 73,088 shares 73,088 $1.54M 0.18% -1,939 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: 3,143 shares; 2024Q4: 3,143 shares; 2025Q1: 4,855 shares; 2025Q2: 5,143 shares; 2025Q3: 5,159 shares; 2025Q4: 4,402 shares; 2026Q1: 4,399 shares; 2026Q2: 4,259 shares 4,259 $1.5M 0.17% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,669 shares; 2026Q2: 20,840 shares 20,840 $1.49M 0.17% +9,171 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,853 shares; 2024Q4: 102,259 shares; 2025Q1: 92,031 shares; 2025Q2: 97,880 shares; 2025Q3: 92,343 shares; 2025Q4: 90,366 shares; 2026Q1: 80,055 shares; 2026Q2: 80,493 shares 80,493 $1.43M 0.16% +438 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,496 shares; 2024Q4: 49,368 shares; 2025Q1: 48,723 shares; 2025Q2: 50,006 shares; 2025Q3: 45,150 shares; 2025Q4: 46,140 shares; 2026Q1: 46,629 shares; 2026Q2: 61,063 shares 61,063 $1.41M 0.16% +14,434 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,843 shares; 2025Q3: 10,125 shares; 2025Q4: 10,481 shares; 2026Q1: 18,046 shares; 2026Q2: 18,465 shares 18,465 $1.4M 0.16% +419 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: 8,254 shares; 2024Q4: 8,254 shares; 2025Q1: 8,254 shares; 2025Q2: 8,254 shares; 2025Q3: 8,254 shares; 2025Q4: 8,168 shares; 2026Q1: 8,112 shares; 2026Q2: 8,112 shares 8,112 $1.28M 0.15% 0 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: 3,464 shares; 2024Q4: 3,308 shares; 2025Q1: 2,725 shares; 2025Q2: 3,308 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,785 shares; 2026Q2: 3,368 shares 3,368 $1.25M 0.14% +583 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: 1,806 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,936 shares; 2025Q3: 1,958 shares; 2025Q4: 1,979 shares; 2026Q1: 1,988 shares; 2026Q2: 12,409 shares 12,409 $1.07M 0.12% +10,421 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: 970 shares; 2024Q4: 1,020 shares; 2025Q1: 820 shares; 2025Q2: 970 shares; 2025Q3: 773 shares; 2025Q4: 773 shares; 2026Q1: 773 shares; 2026Q2: 973 shares 973 $1.04M 0.12% +200 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,670 shares; 2024Q4: 68,352 shares; 2025Q1: 76,574 shares; 2025Q2: 62,802 shares; 2025Q3: 26,243 shares; 2025Q4: 27,627 shares; 2026Q1: 27,083 shares; 2026Q2: 24,629 shares 24,629 $1.01M 0.12% -2,454 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,464 shares; 2024Q4: 24,364 shares; 2025Q1: 23,173 shares; 2025Q2: 24,364 shares; 2025Q3: 23,305 shares; 2025Q4: 23,305 shares; 2026Q1: 23,305 shares; 2026Q2: 23,305 shares 23,305 $975K 0.11% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 4,668 shares; 2025Q1: 5,618 shares; 2025Q2: 5,918 shares; 2025Q3: 5,831 shares; 2025Q4: 5,831 shares; 2026Q1: 5,847 shares; 2026Q2: 5,847 shares 5,847 $969K 0.11% 0 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: 20,091 shares; 2024Q4: 12,645 shares; 2025Q1: 11,921 shares; 2025Q2: 12,687 shares; 2025Q3: 11,942 shares; 2025Q4: 11,376 shares; 2026Q1: 11,313 shares; 2026Q2: 11,153 shares 11,153 $932K 0.11% -160 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: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 869 shares; 2026Q2: 1,782 shares 1,782 $915K 0.1% +913 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: 1,295 shares; 2024Q4: 1,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,401 shares; 2025Q3: 2,578 shares; 2025Q4: 2,578 shares; 2026Q1: 2,578 shares; 2026Q2: 2,578 shares 2,578 $909K 0.1% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,025 shares; 2024Q4: 12,968 shares; 2025Q1: 13,674 shares; 2025Q2: 10,320 shares; 2025Q3: 6,323 shares; 2025Q4: 5,680 shares; 2026Q1: 4,839 shares; 2026Q2: 4,214 shares 4,214 $864K 0.1% -625 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: 2,309 shares; 2025Q1: 2,199 shares; 2025Q2: 2,199 shares; 2025Q3: 2,194 shares; 2025Q4: 2,194 shares; 2026Q1: 2,194 shares; 2026Q2: 2,047 shares 2,047 $851K 0.1% -147 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,998 shares; 2025Q1: 7,498 shares; 2025Q2: 7,348 shares; 2025Q3: 7,468 shares; 2025Q4: 7,468 shares; 2026Q1: 7,468 shares; 2026Q2: 7,468 shares 7,468 $846K 0.1% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,740 shares; 2024Q4: 6,740 shares; 2025Q1: 6,740 shares; 2025Q2: 6,740 shares; 2025Q3: 6,740 shares; 2025Q4: 6,740 shares; 2026Q1: 6,740 shares; 2026Q2: 6,740 shares 6,740 $789K 0.09% 0 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: 4,691 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,341 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 1,554 shares 1,554 $778K 0.09% 0 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: 20,972 shares; 2024Q4: 5,892 shares; 2025Q1: 6,110 shares; 2025Q2: 5,810 shares; 2025Q3: 6,323 shares; 2025Q4: 6,333 shares; 2026Q1: 6,072 shares; 2026Q2: 5,697 shares 5,697 $669K 0.08% -375 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 2,626 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,531 shares; 2025Q4: 2,540 shares; 2026Q1: 2,463 shares; 2026Q2: 2,239 shares 2,239 $667K 0.08% -224 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: 930 shares; 2024Q4: 1,043 shares; 2025Q1: 771 shares; 2025Q2: 886 shares; 2025Q3: 760 shares; 2025Q4: 749 shares; 2026Q1: 869 shares; 2026Q2: 869 shares 869 $649K 0.07% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,400 shares; 2024Q4: 10,293 shares; 2025Q1: 9,690 shares; 2025Q2: 9,579 shares; 2025Q3: 9,404 shares; 2025Q4: 7,850 shares; 2026Q1: 7,789 shares; 2026Q2: 7,789 shares 7,789 $644K 0.07% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,802 shares; 2025Q2: 2,802 shares; 2025Q3: 2,804 shares; 2025Q4: 2,804 shares; 2026Q1: 2,802 shares; 2026Q2: 2,802 shares 2,802 $625K 0.07% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,221 shares; 2024Q4: 13,221 shares; 2025Q1: 10,931 shares; 2025Q2: 13,221 shares; 2025Q3: 11,513 shares; 2025Q4: 11,513 shares; 2026Q1: 11,513 shares; 2026Q2: 11,513 shares 11,513 $622K 0.07% 0 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: 2,272 shares; 2024Q4: 1,252 shares; 2025Q1: 1,022 shares; 2025Q2: 1,035 shares; 2025Q3: 1,527 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,463 shares 1,463 $615K 0.07% +18 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,384 shares; 2024Q4: 1,384 shares; 2025Q1: 1,584 shares; 2025Q2: 1,584 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,592 shares; 2026Q2: 1,592 shares 1,592 $590K 0.07% 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: 5,596 shares; 2024Q4: 5,453 shares; 2025Q1: 5,453 shares; 2025Q2: 5,453 shares; 2025Q3: 5,453 shares; 2025Q4: 5,453 shares; 2026Q1: 5,453 shares; 2026Q2: 5,453 shares 5,453 $567K 0.06% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 1,847 shares; 2025Q3: 1,847 shares; 2025Q4: 1,847 shares; 2026Q1: 1,851 shares; 2026Q2: 1,847 shares 1,847 $560K 0.06% -4 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,659 shares; 2025Q4: 2,551 shares; 2026Q1: 2,546 shares; 2026Q2: 2,398 shares 2,398 $537K 0.06% -148 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 5,753 shares 5,753 $521K 0.06% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,088 shares; 2024Q4: 7,191 shares; 2025Q1: 7,191 shares; 2025Q2: 6,188 shares; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares; 2026Q1: 6,217 shares; 2026Q2: 6,217 shares 6,217 $505K 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,049 shares; 2024Q4: 3,099 shares; 2025Q1: 3,099 shares; 2025Q2: 3,099 shares; 2025Q3: 3,099 shares; 2025Q4: 3,099 shares; 2026Q1: 3,175 shares; 2026Q2: 3,175 shares 3,175 $496K 0.06% 0 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: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 1,487 shares; 2025Q2: 2,114 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares 1,965 $494K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,492 shares; 2025Q4: 2,491 shares; 2026Q1: 2,491 shares; 2026Q2: 2,491 shares 2,491 $474K 0.05% 0 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: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 1,009 shares; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 977 shares; 2026Q2: 3,784 shares 3,784 $470K 0.05% +2,807 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,937 shares; 2024Q4: 17,684 shares; 2025Q1: 16,529 shares; 2025Q2: 15,897 shares; 2025Q3: 14,590 shares; 2025Q4: 13,544 shares; 2026Q1: 10,795 shares; 2026Q2: 10,197 shares 10,197 $440K 0.05% -598 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares; 2026Q1: 5,105 shares; 2026Q2: 4,862 shares 4,862 $407K 0.05% -243 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,699 shares; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 5,699 shares; 2025Q3: 5,699 shares; 2025Q4: 5,699 shares; 2026Q1: 5,699 shares; 2026Q2: 5,699 shares 5,699 $398K 0.05% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,401 shares; 2024Q4: 3,612 shares; 2025Q1: 3,493 shares; 2025Q2: 3,775 shares; 2025Q3: 3,508 shares; 2025Q4: 3,406 shares; 2026Q1: 3,199 shares; 2026Q2: 3,164 shares 3,164 $394K 0.04% -35 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares; 2026Q2: 501 shares 501 $382K 0.04% -200 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: 2,291 shares; 2024Q4: 2,432 shares; 2025Q1: 1,832 shares; 2025Q2: 2,291 shares; 2025Q3: 2,180 shares; 2025Q4: 2,204 shares; 2026Q1: 2,799 shares; 2026Q2: 2,799 shares 2,799 $379K 0.04% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,276 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $374K 0.04% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 779 shares; 2025Q1: 559 shares; 2025Q2: 679 shares; 2025Q3: 559 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $371K 0.04% 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: 1,474 shares; 2024Q4: 1,488 shares; 2025Q1: 2,819 shares; 2025Q2: 2,938 shares; 2025Q3: 2,783 shares; 2025Q4: 2,783 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $367K 0.04% 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: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $348K 0.04% 0 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: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares; 2026Q2: 1,269 shares 1,269 $345K 0.04% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares; 2026Q2: 1,013 shares 1,013 $334K 0.04% 0 Timeline KNCT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $316K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,438 shares; 2025Q2: 3,438 shares; 2025Q3: 3,442 shares; 2025Q4: 3,438 shares; 2026Q1: 3,438 shares; 2026Q2: 3,438 shares 3,438 $315K 0.04% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,132 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $305K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,901 shares; 2025Q4: 3,015 shares; 2026Q1: 3,015 shares; 2026Q2: 3,133 shares 3,133 $303K 0.03% +118 Timeline IBB 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: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $285K 0.03% 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: 1,134 shares; 2024Q4: 1,267 shares; 2025Q1: 1,267 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares 1,134 $282K 0.03% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $281K 0.03% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,908 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares; 2026Q2: 2,908 shares 2,908 $281K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,239 shares; 2025Q4: 1,240 shares; 2026Q1: 1,239 shares; 2026Q2: 1,474 shares 1,474 $280K 0.03% +235 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: not reported; 2025Q2: 1,404 shares; 2025Q3: 1,219 shares; 2025Q4: 1,168 shares; 2026Q1: 1,252 shares; 2026Q2: 1,168 shares 1,168 $276K 0.03% -84 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares; 2026Q2: 3,320 shares 3,320 $270K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,936 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,822 shares; 2026Q2: 1,822 shares 1,822 $266K 0.03% 0 Timeline IYF 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: 1,974 shares; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares; 2026Q2: 1,974 shares 1,974 $252K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,908 shares; 2024Q4: 6,119 shares; 2025Q1: 5,661 shares; 2025Q2: 6,007 shares; 2025Q3: 2,342 shares; 2025Q4: 2,027 shares; 2026Q1: 1,982 shares; 2026Q2: 1,982 shares 1,982 $250K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,861 shares; 2026Q2: 1,772 shares 1,772 $242K 0.03% -89 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 2,921 shares; 2025Q1: 2,921 shares; 2025Q2: 2,921 shares; 2025Q3: 2,921 shares; 2025Q4: 2,921 shares; 2026Q1: 2,921 shares; 2026Q2: 2,921 shares 2,921 $241K 0.03% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,355 shares 2,355 $234K 0.03% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,250 shares; 2024Q4: 5,652 shares; 2025Q1: 4,437 shares; 2025Q2: 4,144 shares; 2025Q3: 3,423 shares; 2025Q4: 3,383 shares; 2026Q1: 3,085 shares; 2026Q2: 2,953 shares 2,953 $233K 0.03% -132 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $232K 0.03% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 619 shares 619 $231K 0.03% new Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,357 shares; 2025Q2: 5,357 shares; 2025Q3: 5,357 shares; 2025Q4: 5,357 shares; 2026Q1: 5,581 shares; 2026Q2: 5,591 shares 5,591 $229K 0.03% +10 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: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,998 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares; 2026Q2: 1,548 shares 1,548 $227K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 445 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $226K 0.03% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 3,027 shares; 2026Q2: 3,027 shares 3,027 $225K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $222K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares; 2026Q1: 2,374 shares; 2026Q2: 2,374 shares 2,374 $220K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $218K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $215K 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 717 shares 717 $214K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618 shares; 2025Q4: 631 shares; 2026Q1: not reported; 2026Q2: 629 shares 629 $213K 0.02% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $210K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,240 shares; 2025Q1: 2,440 shares; 2025Q2: 2,176 shares; 2025Q3: 2,179 shares; 2025Q4: 2,176 shares; 2026Q1: 2,176 shares; 2026Q2: 2,176 shares 2,176 $208K 0.02% 0 Timeline