AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,653 shares; 2024Q4: 164,393 shares; 2025Q1: 163,988 shares; 2025Q2: 163,843 shares; 2025Q3: 159,653 shares; 2025Q4: 170,045 shares; 2026Q1: 172,733 shares; 2026Q2: 184,506 shares 184,506 $53.4M 11.75% +11,773 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: 81,123 shares; 2024Q4: 83,204 shares; 2025Q1: 83,398 shares; 2025Q2: 74,460 shares; 2025Q3: 68,166 shares; 2025Q4: 89,784 shares; 2026Q1: 89,548 shares; 2026Q2: 94,179 shares 94,179 $18.8M 4.15% +4,631 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: 48,129 shares; 2024Q4: 48,419 shares; 2025Q1: 48,186 shares; 2025Q2: 48,082 shares; 2025Q3: 48,085 shares; 2025Q4: 48,224 shares; 2026Q1: 48,228 shares; 2026Q2: 48,478 shares 48,478 $18.3M 4.03% +250 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: 26,415 shares; 2024Q4: 26,857 shares; 2025Q1: 31,030 shares; 2025Q2: 24,486 shares; 2025Q3: 23,967 shares; 2025Q4: 23,654 shares; 2026Q1: 24,098 shares; 2026Q2: 26,595 shares 26,595 $18.3M 4.02% +2,497 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: 35,763 shares; 2024Q4: 36,465 shares; 2025Q1: 35,200 shares; 2025Q2: 35,539 shares; 2025Q3: 35,339 shares; 2025Q4: 35,773 shares; 2026Q1: 37,984 shares; 2026Q2: 38,728 shares 38,728 $14.4M 3.18% +744 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: 39,707 shares; 2024Q4: 38,197 shares; 2025Q1: 38,584 shares; 2025Q2: 39,503 shares; 2025Q3: 37,511 shares; 2025Q4: 41,818 shares; 2026Q1: 47,993 shares; 2026Q2: 49,396 shares 49,396 $11.8M 2.59% +1,403 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: 14,327 shares; 2024Q4: 14,802 shares; 2025Q1: 14,661 shares; 2025Q2: 14,794 shares; 2025Q3: 13,751 shares; 2025Q4: 13,741 shares; 2026Q1: 13,375 shares; 2026Q2: 14,760 shares 14,760 $11M 2.43% +1,385 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: 24,833 shares; 2024Q4: 24,577 shares; 2025Q1: 25,739 shares; 2025Q2: 25,589 shares; 2025Q3: 24,823 shares; 2025Q4: 28,644 shares; 2026Q1: 32,765 shares; 2026Q2: 30,699 shares 30,699 $11M 2.41% -2,066 Timeline VT 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: 45,150 shares; 2024Q4: 46,462 shares; 2025Q1: 48,846 shares; 2025Q2: 51,999 shares; 2025Q3: 53,751 shares; 2025Q4: 54,530 shares; 2026Q1: 55,810 shares; 2026Q2: 59,056 shares 59,056 $9.27M 2.04% +3,246 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: 11,492 shares; 2024Q4: 11,503 shares; 2025Q1: 11,732 shares; 2025Q2: 11,679 shares; 2025Q3: 11,632 shares; 2025Q4: 11,577 shares; 2026Q1: 11,662 shares; 2026Q2: 12,109 shares 12,109 $9.07M 2% +447 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,303 shares; 2024Q4: 29,293 shares; 2025Q1: 22,390 shares; 2025Q2: 21,735 shares; 2025Q3: 21,316 shares; 2025Q4: 21,316 shares; 2026Q1: 21,316 shares; 2026Q2: 19,469 shares 19,469 $9.02M 1.98% -1,847 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: 14,576 shares; 2024Q4: 17,377 shares; 2025Q1: 17,064 shares; 2025Q2: 17,108 shares; 2025Q3: 16,905 shares; 2025Q4: 17,049 shares; 2026Q1: 18,321 shares; 2026Q2: 17,149 shares 17,149 $8.58M 1.89% -1,172 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: 10,950 shares; 2024Q4: 10,912 shares; 2025Q1: 10,879 shares; 2025Q2: 19,761 shares; 2025Q3: 19,580 shares; 2025Q4: 21,105 shares; 2026Q1: 20,402 shares; 2026Q2: 20,921 shares 20,921 $7.74M 1.7% +519 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: 54,944 shares; 2024Q4: 55,830 shares; 2025Q1: 55,077 shares; 2025Q2: 55,097 shares; 2025Q3: 55,115 shares; 2025Q4: 54,968 shares; 2026Q1: 57,101 shares; 2026Q2: 57,307 shares 57,307 $6.49M 1.43% +206 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: 8,075 shares; 2024Q4: 8,242 shares; 2025Q1: 8,306 shares; 2025Q2: 8,399 shares; 2025Q3: 8,005 shares; 2025Q4: 7,919 shares; 2026Q1: 9,411 shares; 2026Q2: 8,128 shares 8,128 $5.99M 1.32% -1,283 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: 12,830 shares; 2024Q4: 12,822 shares; 2025Q1: 13,573 shares; 2025Q2: 13,812 shares; 2025Q3: 13,250 shares; 2025Q4: 13,353 shares; 2026Q1: 16,036 shares; 2026Q2: 16,453 shares 16,453 $5.81M 1.28% +417 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,453 shares; 2024Q4: 19,415 shares; 2025Q1: 19,122 shares; 2025Q2: 19,190 shares; 2025Q3: 19,256 shares; 2025Q4: 19,288 shares; 2026Q1: 19,355 shares; 2026Q2: 19,639 shares 19,639 $5.52M 1.22% +284 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: 13,354 shares; 2026Q2: 13,807 shares 13,807 $4.11M 0.9% +453 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: 9,429 shares; 2024Q4: 9,470 shares; 2025Q1: 9,011 shares; 2025Q2: 25,961 shares; 2025Q3: 25,973 shares; 2025Q4: 26,052 shares; 2026Q1: 26,302 shares; 2026Q2: 27,146 shares 27,146 $4.03M 0.89% +844 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,609 shares; 2024Q4: 47,609 shares; 2025Q1: 47,609 shares; 2025Q2: 47,609 shares; 2025Q3: 47,609 shares; 2025Q4: 40,103 shares; 2026Q1: 35,119 shares; 2026Q2: 22,726 shares 22,726 $4M 0.88% -12,393 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,266 shares; 2024Q4: 22,233 shares; 2025Q1: 24,005 shares; 2025Q2: 24,330 shares; 2025Q3: 38,375 shares; 2025Q4: 36,360 shares; 2026Q1: 37,232 shares; 2026Q2: 38,147 shares 38,147 $3.72M 0.82% +915 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: 3,292 shares; 2024Q4: 3,294 shares; 2025Q1: 3,578 shares; 2025Q2: 3,581 shares; 2025Q3: 3,586 shares; 2025Q4: 3,589 shares; 2026Q1: 8,353 shares; 2026Q2: 43,134 shares 43,134 $3.72M 0.82% +34,781 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,133 shares; 2024Q4: 90,334 shares; 2025Q1: 87,889 shares; 2025Q2: 85,999 shares; 2025Q3: 83,689 shares; 2025Q4: 79,423 shares; 2026Q1: 77,755 shares; 2026Q2: 77,755 shares 77,755 $3.61M 0.79% 0 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: 3,657 shares; 2024Q4: 3,881 shares; 2025Q1: 3,454 shares; 2025Q2: 3,471 shares; 2025Q3: 3,467 shares; 2025Q4: 3,467 shares; 2026Q1: 3,647 shares; 2026Q2: 3,672 shares 3,672 $3.44M 0.76% +25 Timeline DFUV 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: 60,240 shares; 2024Q4: 60,240 shares; 2025Q1: 60,240 shares; 2025Q2: 60,240 shares; 2025Q3: 60,240 shares; 2025Q4: 60,240 shares; 2026Q1: 60,240 shares; 2026Q2: 59,582 shares 59,582 $3.28M 0.72% -658 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: 4,995 shares; 2024Q4: 5,651 shares; 2025Q1: 5,287 shares; 2025Q2: 5,496 shares; 2025Q3: 4,898 shares; 2025Q4: 5,509 shares; 2026Q1: 5,381 shares; 2026Q2: 5,794 shares 5,794 $3.26M 0.72% +413 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP 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: 114,559 shares; 2026Q1: 115,484 shares; 2026Q2: 115,484 shares 115,484 $3.2M 0.7% 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: 4,588 shares; 2024Q4: 4,122 shares; 2025Q1: 5,193 shares; 2025Q2: 4,308 shares; 2025Q3: 4,092 shares; 2025Q4: 4,391 shares; 2026Q1: 7,110 shares; 2026Q2: 7,531 shares 7,531 $3.17M 0.7% +421 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: 3,715 shares; 2024Q4: 31,374 shares; 2025Q1: 105,293 shares; 2025Q2: 105,341 shares; 2025Q3: 105,341 shares; 2025Q4: 105,342 shares; 2026Q1: 105,342 shares; 2026Q2: 105,342 shares 105,342 $3.1M 0.68% 0 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: 23,422 shares; 2024Q4: 20,360 shares; 2025Q1: 11,942 shares; 2025Q2: 12,144 shares; 2025Q3: 9,991 shares; 2025Q4: 10,365 shares; 2026Q1: 28,938 shares; 2026Q2: 21,865 shares 21,865 $3.05M 0.67% -7,073 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: 9,994 shares; 2024Q4: 9,521 shares; 2025Q1: 8,891 shares; 2025Q2: 8,883 shares; 2025Q3: 8,948 shares; 2025Q4: 8,725 shares; 2026Q1: 9,124 shares; 2026Q2: 9,237 shares 9,237 $3.02M 0.67% +113 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: 20,368 shares; 2024Q4: 18,980 shares; 2025Q1: 18,858 shares; 2025Q2: 18,711 shares; 2025Q3: 19,045 shares; 2025Q4: 18,909 shares; 2026Q1: 19,365 shares; 2026Q2: 19,689 shares 19,689 $2.89M 0.63% +324 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,631 shares; 2024Q4: 54,631 shares; 2025Q1: 55,381 shares; 2025Q2: 28,920 shares; 2025Q3: 28,620 shares; 2025Q4: 28,620 shares; 2026Q1: 27,995 shares; 2026Q2: 27,945 shares 27,945 $2.8M 0.62% -50 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,656 shares; 2024Q4: 41,656 shares; 2025Q1: 41,656 shares; 2025Q2: 41,656 shares; 2025Q3: 41,518 shares; 2025Q4: 41,518 shares; 2026Q1: 41,518 shares; 2026Q2: 41,518 shares 41,518 $2.76M 0.61% 0 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: 2,337 shares; 2024Q4: 2,069 shares; 2025Q1: 2,144 shares; 2025Q2: 2,355 shares; 2025Q3: 2,050 shares; 2025Q4: 2,058 shares; 2026Q1: 2,307 shares; 2026Q2: 2,289 shares 2,289 $2.75M 0.6% -18 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,407 shares; 2024Q4: 6,427 shares; 2025Q1: 6,441 shares; 2025Q2: 6,456 shares; 2025Q3: 6,409 shares; 2025Q4: 6,482 shares; 2026Q1: 11,689 shares; 2026Q2: 11,704 shares 11,704 $2.66M 0.58% +15 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,899 shares; 2024Q4: 25,319 shares; 2025Q1: 25,505 shares; 2025Q2: 25,208 shares; 2025Q3: 25,500 shares; 2025Q4: 25,063 shares; 2026Q1: 25,057 shares; 2026Q2: 25,091 shares 25,091 $2.61M 0.57% +34 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,647 shares; 2024Q4: 31,352 shares; 2025Q1: 31,626 shares; 2025Q2: 31,075 shares; 2025Q3: 30,603 shares; 2025Q4: 30,595 shares; 2026Q1: 30,699 shares; 2026Q2: 31,225 shares 31,225 $2.58M 0.57% +526 Timeline FNDX 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: 79,827 shares; 2025Q2: 79,827 shares; 2025Q3: 79,827 shares; 2025Q4: 79,721 shares; 2026Q1: 79,721 shares; 2026Q2: 79,721 shares 79,721 $2.48M 0.55% 0 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: 10,169 shares; 2024Q4: 10,364 shares; 2025Q1: 10,752 shares; 2025Q2: 10,577 shares; 2025Q3: 10,484 shares; 2025Q4: 7,932 shares; 2026Q1: 8,182 shares; 2026Q2: 8,232 shares 8,232 $2.47M 0.54% +50 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: 14,244 shares; 2024Q4: 13,957 shares; 2025Q1: 13,143 shares; 2025Q2: 12,804 shares; 2025Q3: 9,914 shares; 2025Q4: 10,043 shares; 2026Q1: 11,315 shares; 2026Q2: 9,734 shares 9,734 $2.47M 0.54% -1,581 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II 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: 40,000 shares 40,000 $2.41M 0.53% new 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: 8,168 shares; 2024Q4: 8,214 shares; 2025Q1: 7,033 shares; 2025Q2: 6,785 shares; 2025Q3: 6,546 shares; 2025Q4: 6,535 shares; 2026Q1: 6,501 shares; 2026Q2: 6,536 shares 6,536 $2.31M 0.51% +35 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,831 shares; 2024Q4: 14,739 shares; 2025Q1: 14,709 shares; 2025Q2: 14,712 shares; 2025Q3: 14,716 shares; 2025Q4: 14,720 shares; 2026Q1: 16,634 shares; 2026Q2: 16,637 shares 16,637 $2.29M 0.5% +3 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: 19,057 shares; 2024Q4: 18,712 shares; 2025Q1: 16,826 shares; 2025Q2: 16,852 shares; 2025Q3: 14,915 shares; 2025Q4: 14,902 shares; 2026Q1: 17,399 shares; 2026Q2: 15,517 shares 15,517 $2.28M 0.5% -1,882 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: 7,085 shares; 2024Q4: 6,608 shares; 2025Q1: 6,580 shares; 2025Q2: 6,615 shares; 2025Q3: 6,585 shares; 2025Q4: 6,452 shares; 2026Q1: 6,404 shares; 2026Q2: 6,515 shares 6,515 $2.24M 0.49% +111 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: 5,027 shares; 2024Q4: 20,117 shares; 2025Q1: 20,145 shares; 2025Q2: 64,653 shares; 2025Q3: 64,666 shares; 2025Q4: 66,447 shares; 2026Q1: 65,555 shares; 2026Q2: 64,114 shares 64,114 $2.17M 0.48% -1,441 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,237 shares; 2024Q4: 43,836 shares; 2025Q1: 42,916 shares; 2025Q2: 42,643 shares; 2025Q3: 42,841 shares; 2025Q4: 42,076 shares; 2026Q1: 42,126 shares; 2026Q2: 42,208 shares 42,208 $2.13M 0.47% +82 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: 15,434 shares; 2024Q4: 15,175 shares; 2025Q1: 14,395 shares; 2025Q2: 13,957 shares; 2025Q3: 13,893 shares; 2025Q4: 13,883 shares; 2026Q1: 18,399 shares; 2026Q2: 15,474 shares 15,474 $2.12M 0.47% -2,925 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: 3,111 shares; 2024Q4: 3,229 shares; 2025Q1: 3,184 shares; 2025Q2: 2,973 shares; 2025Q3: 2,970 shares; 2025Q4: 30,135 shares; 2026Q1: 30,394 shares; 2026Q2: 29,412 shares 29,412 $2.1M 0.46% -982 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: 37,447 shares; 2025Q2: 37,466 shares; 2025Q3: 37,466 shares; 2025Q4: 37,577 shares; 2026Q1: 37,577 shares; 2026Q2: 37,598 shares 37,598 $1.98M 0.44% +21 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: 2,581 shares; 2024Q4: 2,585 shares; 2025Q1: 1,834 shares; 2025Q2: 1,838 shares; 2025Q3: 1,837 shares; 2025Q4: 1,840 shares; 2026Q1: 1,855 shares; 2026Q2: 1,859 shares 1,859 $1.98M 0.44% +4 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: 3,674 shares; 2024Q4: 3,674 shares; 2025Q1: 3,674 shares; 2025Q2: 4,819 shares; 2025Q3: 4,819 shares; 2025Q4: 4,819 shares; 2026Q1: 4,819 shares; 2026Q2: 4,776 shares 4,776 $1.96M 0.43% -43 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: 24,974 shares; 2024Q4: 23,145 shares; 2025Q1: 23,051 shares; 2025Q2: 22,728 shares; 2025Q3: 22,777 shares; 2025Q4: 18,168 shares; 2026Q1: 18,478 shares; 2026Q2: 27,333 shares 27,333 $1.95M 0.43% +8,855 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: 8,595 shares; 2024Q4: 10,045 shares; 2025Q1: 10,087 shares; 2025Q2: 10,066 shares; 2025Q3: 10,107 shares; 2025Q4: 10,168 shares; 2026Q1: 10,363 shares; 2026Q2: 10,465 shares 10,465 $1.93M 0.43% +102 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: 22,657 shares; 2024Q4: 20,679 shares; 2025Q1: 20,564 shares; 2025Q2: 18,959 shares; 2025Q3: 18,588 shares; 2025Q4: 17,627 shares; 2026Q1: 17,631 shares; 2026Q2: 20,032 shares 20,032 $1.93M 0.42% +2,401 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,596 shares; 2024Q4: 10,629 shares; 2025Q1: 10,655 shares; 2025Q2: 10,682 shares; 2025Q3: 10,784 shares; 2025Q4: 10,914 shares; 2026Q1: 10,935 shares; 2026Q2: 11,350 shares 11,350 $1.86M 0.41% +415 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: 4,556 shares; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,496 shares; 2025Q3: 4,641 shares; 2025Q4: 9,238 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares 9,200 $1.75M 0.39% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,600 shares; 2026Q2: 5,100 shares 5,100 $1.74M 0.38% +500 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: 4,937 shares; 2024Q4: 16,250 shares; 2025Q1: 60,118 shares; 2025Q2: 60,118 shares; 2025Q3: 60,240 shares; 2025Q4: 60,411 shares; 2026Q1: 60,797 shares; 2026Q2: 61,034 shares 61,034 $1.69M 0.37% +237 Timeline DFAS 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: 28,543 shares; 2024Q4: 28,543 shares; 2025Q1: 27,155 shares; 2025Q2: 26,198 shares; 2025Q3: 24,965 shares; 2025Q4: 23,906 shares; 2026Q1: 23,616 shares; 2026Q2: 20,516 shares 20,516 $1.69M 0.37% -3,100 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,014 shares; 2024Q4: 12,529 shares; 2025Q1: 12,128 shares; 2025Q2: 12,499 shares; 2025Q3: 14,871 shares; 2025Q4: 15,819 shares; 2026Q1: 17,285 shares; 2026Q2: 24,291 shares 24,291 $1.69M 0.37% +7,006 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: 9,096 shares; 2024Q4: 28,503 shares; 2025Q1: 44,473 shares; 2025Q2: 44,570 shares; 2025Q3: 44,716 shares; 2025Q4: 44,716 shares; 2026Q1: 44,716 shares; 2026Q2: 44,124 shares 44,124 $1.59M 0.35% -592 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: 3,494 shares; 2024Q4: 3,484 shares; 2025Q1: 3,129 shares; 2025Q2: 3,129 shares; 2025Q3: 3,124 shares; 2025Q4: 3,201 shares; 2026Q1: 3,180 shares; 2026Q2: 12,819 shares 12,819 $1.59M 0.35% +9,639 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: 6,183 shares; 2024Q4: 6,242 shares; 2025Q1: 6,260 shares; 2025Q2: 6,285 shares; 2025Q3: 6,306 shares; 2025Q4: 6,329 shares; 2026Q1: 6,598 shares; 2026Q2: 6,623 shares 6,623 $1.54M 0.34% +25 Timeline FNDA 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: 40,579 shares; 2025Q2: 40,579 shares; 2025Q3: 40,579 shares; 2025Q4: 40,438 shares; 2026Q1: 40,438 shares; 2026Q2: 40,438 shares 40,438 $1.54M 0.34% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.33% 0 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: 3,791 shares; 2024Q4: 3,791 shares; 2025Q1: 3,841 shares; 2025Q2: 3,844 shares; 2025Q3: 3,844 shares; 2025Q4: 3,581 shares; 2026Q1: 3,543 shares; 2026Q2: 3,764 shares 3,764 $1.5M 0.33% +221 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: 11,741 shares; 2024Q4: 11,692 shares; 2025Q1: 11,793 shares; 2025Q2: 11,104 shares; 2025Q3: 10,568 shares; 2025Q4: 14,645 shares; 2026Q1: 15,037 shares; 2026Q2: 15,063 shares 15,063 $1.45M 0.32% +26 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: 5,188 shares; 2024Q4: 5,145 shares; 2025Q1: 5,119 shares; 2025Q2: 5,003 shares; 2025Q3: 5,027 shares; 2025Q4: 5,006 shares; 2026Q1: 12,184 shares; 2026Q2: 5,727 shares 5,727 $1.44M 0.32% -6,457 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: 2,511 shares; 2024Q4: 2,280 shares; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,591 shares; 2025Q4: 2,043 shares; 2026Q1: 1,818 shares; 2026Q2: 2,473 shares 2,473 $1.44M 0.32% +655 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: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,096 shares; 2025Q4: 3,096 shares; 2026Q1: 3,130 shares; 2026Q2: 3,263 shares 3,263 $1.41M 0.31% +133 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,325 shares; 2024Q4: 3,261 shares; 2025Q1: 3,393 shares; 2025Q2: 3,344 shares; 2025Q3: 2,570 shares; 2025Q4: 2,592 shares; 2026Q1: 4,658 shares; 2026Q2: 3,778 shares 3,778 $1.41M 0.31% -880 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: 1,841 shares; 2024Q4: 1,827 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,800 shares; 2025Q4: 1,806 shares; 2026Q1: 1,811 shares; 2026Q2: 17,215 shares 17,215 $1.39M 0.31% +15,404 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: 4,286 shares; 2024Q4: 4,301 shares; 2025Q1: 3,890 shares; 2025Q2: 3,920 shares; 2025Q3: 3,670 shares; 2025Q4: 3,684 shares; 2026Q1: 3,796 shares; 2026Q2: 3,735 shares 3,735 $1.35M 0.3% -61 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: 7,942 shares; 2024Q4: 7,933 shares; 2025Q1: 7,935 shares; 2025Q2: 7,938 shares; 2025Q3: 7,941 shares; 2025Q4: 7,934 shares; 2026Q1: 7,936 shares; 2026Q2: 7,987 shares 7,987 $1.35M 0.3% +51 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,915 shares; 2024Q4: 7,958 shares; 2025Q1: 7,958 shares; 2025Q2: 8,226 shares; 2025Q3: 8,321 shares; 2025Q4: 8,377 shares; 2026Q1: 8,486 shares; 2026Q2: 9,370 shares 9,370 $1.33M 0.29% +884 Timeline DFAX 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: 36,105 shares; 2024Q4: 36,105 shares; 2025Q1: 36,105 shares; 2025Q2: 36,105 shares; 2025Q3: 36,105 shares; 2025Q4: 36,105 shares; 2026Q1: 36,105 shares; 2026Q2: 35,355 shares 35,355 $1.3M 0.29% -750 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: 8,920 shares; 2024Q4: 8,953 shares; 2025Q1: 8,978 shares; 2025Q2: 9,008 shares; 2025Q3: 8,820 shares; 2025Q4: 8,626 shares; 2026Q1: 8,640 shares; 2026Q2: 8,526 shares 8,526 $1.3M 0.29% -114 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $1.23M 0.27% 0 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: 798 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 1,350 shares; 2026Q1: 1,500 shares; 2026Q2: 10,197 shares 10,197 $1.22M 0.27% +8,697 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: 20,351 shares; 2024Q4: 22,445 shares; 2025Q1: 22,364 shares; 2025Q2: 22,380 shares; 2025Q3: 22,396 shares; 2025Q4: 22,288 shares; 2026Q1: 19,782 shares; 2026Q2: 20,783 shares 20,783 $1.18M 0.26% +1,001 Timeline IYW 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: 4,530 shares; 2026Q2: 4,530 shares 4,530 $1.14M 0.25% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 7,661 shares 7,661 $1.1M 0.24% 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: 14,811 shares; 2024Q4: 14,359 shares; 2025Q1: 12,894 shares; 2025Q2: 12,481 shares; 2025Q3: 12,467 shares; 2025Q4: 12,486 shares; 2026Q1: 12,283 shares; 2026Q2: 13,166 shares 13,166 $1.07M 0.24% +883 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: 13,536 shares; 2024Q4: 14,454 shares; 2025Q1: 12,866 shares; 2025Q2: 12,626 shares; 2025Q3: 13,140 shares; 2025Q4: 13,144 shares; 2026Q1: 13,508 shares; 2026Q2: 13,485 shares 13,485 $1.07M 0.23% -23 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,055 shares; 2024Q4: 13,565 shares; 2025Q1: 13,183 shares; 2025Q2: 13,163 shares; 2025Q3: 12,988 shares; 2025Q4: 12,074 shares; 2026Q1: 12,566 shares; 2026Q2: 12,829 shares 12,829 $1.06M 0.23% +263 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: 17,151 shares; 2024Q4: 12,869 shares; 2025Q1: 12,872 shares; 2025Q2: 12,882 shares; 2025Q3: 12,899 shares; 2025Q4: 13,032 shares; 2026Q1: 13,160 shares; 2026Q2: 17,655 shares 17,655 $1.05M 0.23% +4,495 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 40,100 shares; 2025Q1: 35,100 shares; 2025Q2: 35,100 shares; 2025Q3: 35,100 shares; 2025Q4: 35,100 shares; 2026Q1: 35,100 shares; 2026Q2: 35,100 shares 35,100 $1.04M 0.23% 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: 11,299 shares; 2024Q4: 33,975 shares; 2025Q1: 34,071 shares; 2025Q2: 33,315 shares; 2025Q3: 32,802 shares; 2025Q4: 32,834 shares; 2026Q1: 36,526 shares; 2026Q2: 35,593 shares 35,593 $1.03M 0.23% -933 Timeline FNDE 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: 25,957 shares; 2025Q2: 25,957 shares; 2025Q3: 25,957 shares; 2025Q4: 25,957 shares; 2026Q1: 25,957 shares; 2026Q2: 25,957 shares 25,957 $1.03M 0.23% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,706 shares; 2024Q4: 3,816 shares; 2025Q1: 3,854 shares; 2025Q2: 3,891 shares; 2025Q3: 4,066 shares; 2025Q4: 4,208 shares; 2026Q1: 4,127 shares; 2026Q2: 4,067 shares 4,067 $1.03M 0.23% -60 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 13,462 shares; 2025Q1: 12,961 shares; 2025Q2: 12,961 shares; 2025Q3: 12,961 shares; 2025Q4: 12,961 shares; 2026Q1: 12,961 shares; 2026Q2: 12,961 shares 12,961 $1.03M 0.23% 0 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: 4,769 shares; 2024Q4: 4,505 shares; 2025Q1: 4,195 shares; 2025Q2: 4,173 shares; 2025Q3: 4,425 shares; 2025Q4: 4,426 shares; 2026Q1: 4,313 shares; 2026Q2: 4,314 shares 4,314 $1.02M 0.22% +1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 2,081 shares; 2025Q1: 2,081 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,176 shares; 2026Q1: 2,481 shares; 2026Q2: 2,104 shares 2,104 $1M 0.22% -377 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: 461 shares; 2024Q4: 455 shares; 2025Q1: 529 shares; 2025Q2: 458 shares; 2025Q3: 459 shares; 2025Q4: 462 shares; 2026Q1: 922 shares; 2026Q2: 992 shares 992 $1M 0.22% +70 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: 1,058 shares; 2024Q4: 666 shares; 2025Q1: 873 shares; 2025Q2: 769 shares; 2025Q3: 585 shares; 2025Q4: 429 shares; 2026Q1: 750 shares; 2026Q2: 851 shares 851 $1M 0.22% +101 Timeline SCHE 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: 27,508 shares; 2025Q2: 27,508 shares; 2025Q3: 27,508 shares; 2025Q4: 27,508 shares; 2026Q1: 27,508 shares; 2026Q2: 27,508 shares 27,508 $997K 0.22% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,043 shares; 2024Q4: 6,081 shares; 2025Q1: 20,838 shares; 2025Q2: 5,705 shares; 2025Q3: 5,513 shares; 2025Q4: 7,472 shares; 2026Q1: 7,625 shares; 2026Q2: 11,308 shares 11,308 $937K 0.21% +3,683 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: 12,376 shares; 2024Q4: 12,403 shares; 2025Q1: 12,533 shares; 2025Q2: 12,261 shares; 2025Q3: 12,131 shares; 2025Q4: 12,163 shares; 2026Q1: 11,505 shares; 2026Q2: 11,964 shares 11,964 $923K 0.2% +459 Timeline NTHI NEONC TECHNOLOGIES HLDGS INC More: the full row for NEONC TECHNOLOGIES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,888 shares; 2025Q2: 73,246 shares; 2025Q3: 40,208 shares; 2025Q4: 43,320 shares; 2026Q1: 43,320 shares; 2026Q2: 197,178 shares 197,178 $893K 0.2% +153,858 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,488 shares; 2024Q4: 10,488 shares; 2025Q1: 9,842 shares; 2025Q2: 9,874 shares; 2025Q3: 9,870 shares; 2025Q4: 9,870 shares; 2026Q1: 9,449 shares; 2026Q2: 9,449 shares 9,449 $876K 0.19% 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: 1,635 shares; 2024Q4: 1,476 shares; 2025Q1: 2,892 shares; 2025Q2: 2,949 shares; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares; 2026Q1: 2,836 shares; 2026Q2: 2,836 shares 2,836 $860K 0.19% 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: 6,004 shares; 2024Q4: 6,167 shares; 2025Q1: 4,746 shares; 2025Q2: 4,751 shares; 2025Q3: 4,870 shares; 2025Q4: 5,085 shares; 2026Q1: 7,223 shares; 2026Q2: 7,197 shares 7,197 $845K 0.19% -26 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: 8,876 shares; 2024Q4: 8,876 shares; 2025Q1: 8,876 shares; 2025Q2: 8,876 shares; 2025Q3: 8,876 shares; 2025Q4: 8,876 shares; 2026Q1: 11,656 shares; 2026Q2: 11,656 shares 11,656 $815K 0.18% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,466 shares; 2024Q4: 3,487 shares; 2025Q1: 3,239 shares; 2025Q2: 3,408 shares; 2025Q3: 2,876 shares; 2025Q4: 2,733 shares; 2026Q1: 6,810 shares; 2026Q2: 3,763 shares 3,763 $815K 0.18% -3,047 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: 3,786 shares; 2024Q4: 3,786 shares; 2025Q1: 3,787 shares; 2025Q2: 3,787 shares; 2025Q3: 3,662 shares; 2025Q4: 3,662 shares; 2026Q1: 3,663 shares; 2026Q2: 3,663 shares 3,663 $798K 0.18% 0 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: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 3,443 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 3,388 shares; 2026Q1: 3,388 shares; 2026Q2: 3,261 shares 3,261 $791K 0.17% -127 Timeline MGK 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: 2,523 shares; 2024Q4: 1,648 shares; 2025Q1: 1,646 shares; 2025Q2: 1,646 shares; 2025Q3: 1,797 shares; 2025Q4: 1,793 shares; 2026Q1: 1,785 shares; 2026Q2: 8,906 shares 8,906 $783K 0.17% +7,121 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: 1,878 shares; 2024Q4: 1,875 shares; 2025Q1: 1,884 shares; 2025Q2: 1,887 shares; 2025Q3: 1,896 shares; 2025Q4: 1,905 shares; 2026Q1: 2,313 shares; 2026Q2: 2,817 shares 2,817 $766K 0.17% +504 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: 6,308 shares; 2024Q4: 6,210 shares; 2025Q1: 6,526 shares; 2025Q2: 6,586 shares; 2025Q3: 6,535 shares; 2025Q4: 6,660 shares; 2026Q1: 7,402 shares; 2026Q2: 8,630 shares 8,630 $757K 0.17% +1,228 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,792 shares; 2024Q4: 10,967 shares; 2025Q1: 10,973 shares; 2025Q2: 10,676 shares; 2025Q3: 10,894 shares; 2025Q4: 10,639 shares; 2026Q1: 19,505 shares; 2026Q2: 10,977 shares 10,977 $751K 0.17% -8,528 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,048 shares; 2024Q4: 7,124 shares; 2025Q1: 7,066 shares; 2025Q2: 7,066 shares; 2025Q3: 6,997 shares; 2025Q4: 7,077 shares; 2026Q1: 7,078 shares; 2026Q2: 7,085 shares 7,085 $737K 0.16% +7 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: 3,091 shares; 2024Q4: 2,852 shares; 2025Q1: 3,322 shares; 2025Q2: 3,077 shares; 2025Q3: 2,081 shares; 2025Q4: 2,185 shares; 2026Q1: 3,562 shares; 2026Q2: 2,163 shares 2,163 $732K 0.16% -1,399 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: 2,352 shares; 2024Q4: 2,352 shares; 2025Q1: 2,352 shares; 2025Q2: 2,352 shares; 2025Q3: 2,352 shares; 2025Q4: 2,352 shares; 2026Q1: 2,352 shares; 2026Q2: 2,352 shares 2,352 $703K 0.15% 0 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: 1,052 shares; 2024Q4: 1,127 shares; 2025Q1: 1,111 shares; 2025Q2: 1,379 shares; 2025Q3: 1,364 shares; 2025Q4: 1,363 shares; 2026Q1: 1,352 shares; 2026Q2: 1,343 shares 1,343 $690K 0.15% -9 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,012 shares; 2024Q4: 5,072 shares; 2025Q1: 5,072 shares; 2025Q2: 5,107 shares; 2025Q3: 5,107 shares; 2025Q4: 5,377 shares; 2026Q1: 5,300 shares; 2026Q2: 5,806 shares 5,806 $663K 0.15% +506 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: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,266 shares; 2025Q2: 1,271 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 1,276 shares; 2026Q2: 1,284 shares 1,284 $654K 0.14% +8 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: 3,416 shares; 2024Q4: 5,501 shares; 2025Q1: 5,434 shares; 2025Q2: 5,446 shares; 2025Q3: 5,504 shares; 2025Q4: 5,440 shares; 2026Q1: 5,459 shares; 2026Q2: 5,475 shares 5,475 $644K 0.14% +16 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: 5,570 shares; 2024Q4: 5,337 shares; 2025Q1: 4,653 shares; 2025Q2: 4,638 shares; 2025Q3: 4,640 shares; 2025Q4: 4,571 shares; 2026Q1: 4,890 shares; 2026Q2: 5,013 shares 5,013 $644K 0.14% +123 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: 11,741 shares; 2024Q4: 11,866 shares; 2025Q1: 10,557 shares; 2025Q2: 3,633 shares; 2025Q3: 3,615 shares; 2025Q4: 3,502 shares; 2026Q1: 3,511 shares; 2026Q2: 3,524 shares 3,524 $638K 0.14% +13 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: 7,083 shares; 2024Q4: 6,926 shares; 2025Q1: 4,978 shares; 2025Q2: 4,900 shares; 2025Q3: 3,997 shares; 2025Q4: 4,012 shares; 2026Q1: 4,693 shares; 2026Q2: 4,693 shares 4,693 $635K 0.14% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $633K 0.14% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,067 shares; 2025Q3: 3,519 shares; 2025Q4: 7,221 shares; 2026Q1: 6,867 shares; 2026Q2: 7,675 shares 7,675 $622K 0.14% +808 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: 8,274 shares; 2024Q4: 8,200 shares; 2025Q1: 7,823 shares; 2025Q2: 7,823 shares; 2025Q3: 7,662 shares; 2025Q4: 7,360 shares; 2026Q1: 7,360 shares; 2026Q2: 7,360 shares 7,360 $616K 0.14% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,158 shares; 2024Q4: 6,158 shares; 2025Q1: 5,706 shares; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,706 shares; 2026Q1: 5,573 shares; 2026Q2: 5,568 shares 5,568 $614K 0.14% -5 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: not reported; 2024Q4: not reported; 2025Q1: 16,212 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,827 shares 6,827 $608K 0.13% 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: 3,194 shares; 2024Q4: 3,153 shares; 2025Q1: 2,255 shares; 2025Q2: 2,173 shares; 2025Q3: 2,161 shares; 2025Q4: 2,173 shares; 2026Q1: 2,204 shares; 2026Q2: 2,245 shares 2,245 $607K 0.13% +41 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947 shares; 2024Q4: 940 shares; 2025Q1: 943 shares; 2025Q2: 945 shares; 2025Q3: 948 shares; 2025Q4: 913 shares; 2026Q1: 923 shares; 2026Q2: 953 shares 953 $604K 0.13% +30 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: 7,697 shares; 2024Q4: 7,242 shares; 2025Q1: 4,217 shares; 2025Q2: 3,810 shares; 2025Q3: 3,666 shares; 2025Q4: 3,712 shares; 2026Q1: 3,632 shares; 2026Q2: 3,644 shares 3,644 $604K 0.13% +12 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 623 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 527 shares 527 $597K 0.13% +4 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,091 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $592K 0.13% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,365 shares; 2024Q4: 10,375 shares; 2025Q1: 10,384 shares; 2025Q2: 10,395 shares; 2025Q3: 10,408 shares; 2025Q4: 10,356 shares; 2026Q1: 10,367 shares; 2026Q2: 10,185 shares 10,185 $587K 0.13% -182 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: 19,074 shares; 2024Q4: 19,098 shares; 2025Q1: 19,123 shares; 2025Q2: 12,258 shares; 2025Q3: 12,210 shares; 2025Q4: 8,010 shares; 2026Q1: 8,034 shares; 2026Q2: 8,093 shares 8,093 $582K 0.13% +59 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,029 shares; 2025Q2: 8,029 shares; 2025Q3: 8,129 shares; 2025Q4: 8,279 shares; 2026Q1: 8,279 shares; 2026Q2: 8,312 shares 8,312 $567K 0.12% +33 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,107 shares; 2025Q2: 20,107 shares; 2025Q3: 20,107 shares; 2025Q4: 20,107 shares; 2026Q1: 20,107 shares; 2026Q2: 20,107 shares 20,107 $561K 0.12% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,200 shares; 2025Q4: 2,500 shares; 2026Q1: 1,502 shares; 2026Q2: 1,528 shares 1,528 $557K 0.12% +26 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,319 shares; 2024Q4: 11,358 shares; 2025Q1: 11,408 shares; 2025Q2: 11,390 shares; 2025Q3: 11,340 shares; 2025Q4: 11,379 shares; 2026Q1: 11,420 shares; 2026Q2: 11,664 shares 11,664 $554K 0.12% +244 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: 730 shares; 2024Q4: 730 shares; 2025Q1: 747 shares; 2025Q2: 757 shares; 2025Q3: 747 shares; 2025Q4: 1,247 shares; 2026Q1: 1,096 shares; 2026Q2: 1,076 shares 1,076 $540K 0.12% -20 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: not reported; 2026Q1: not reported; 2026Q2: 7,100 shares 7,100 $538K 0.12% new Timeline DFUS 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: 4,561 shares; 2024Q4: 4,561 shares; 2025Q1: 4,561 shares; 2025Q2: 4,561 shares; 2025Q3: 4,561 shares; 2025Q4: 4,561 shares; 2026Q1: 6,536 shares; 2026Q2: 6,536 shares 6,536 $536K 0.12% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 545 shares; 2025Q2: 735 shares; 2025Q3: 785 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 446 shares 446 $533K 0.12% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,523 shares; 2024Q4: 5,622 shares; 2025Q1: 5,622 shares; 2025Q2: 5,709 shares; 2025Q3: 5,348 shares; 2025Q4: 5,449 shares; 2026Q1: 5,449 shares; 2026Q2: 5,563 shares 5,563 $531K 0.12% +114 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: 2,408 shares; 2024Q4: 2,397 shares; 2025Q1: 2,557 shares; 2025Q2: 2,397 shares; 2025Q3: 2,391 shares; 2025Q4: 2,426 shares; 2026Q1: 2,392 shares; 2026Q2: 2,392 shares 2,392 $527K 0.12% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,926 shares; 2024Q4: 3,954 shares; 2025Q1: 3,979 shares; 2025Q2: 4,057 shares; 2025Q3: 4,034 shares; 2025Q4: 4,100 shares; 2026Q1: 4,034 shares; 2026Q2: 4,144 shares 4,144 $525K 0.12% +110 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: 1,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 2,163 shares; 2026Q1: 2,205 shares; 2026Q2: 2,205 shares 2,205 $524K 0.12% 0 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: 955 shares; 2024Q4: 985 shares; 2025Q1: 970 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,157 shares; 2026Q2: 1,214 shares 1,214 $517K 0.11% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 663 shares; 2026Q2: 706 shares 706 $510K 0.11% +43 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,296 shares; 2025Q2: 11,296 shares; 2025Q3: 11,296 shares; 2025Q4: 11,296 shares; 2026Q1: 11,296 shares; 2026Q2: 11,296 shares 11,296 $508K 0.11% 0 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 2,199 shares; 2026Q1: not reported; 2026Q2: 2,202 shares 2,202 $508K 0.11% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,528 shares; 2024Q4: 7,811 shares; 2025Q1: 8,175 shares; 2025Q2: 7,973 shares; 2025Q3: 7,808 shares; 2025Q4: 5,038 shares; 2026Q1: 5,002 shares; 2026Q2: 4,961 shares 4,961 $507K 0.11% -41 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,681 shares; 2024Q4: 2,684 shares; 2025Q1: 2,686 shares; 2025Q2: 2,688 shares; 2025Q3: 2,690 shares; 2025Q4: 2,692 shares; 2026Q1: 2,694 shares; 2026Q2: 2,696 shares 2,696 $507K 0.11% +2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 2,929 shares; 2025Q4: 2,929 shares; 2026Q1: 2,931 shares; 2026Q2: 2,223 shares 2,223 $495K 0.11% -708 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,904 shares; 2024Q4: 15,163 shares; 2025Q1: 11,930 shares; 2025Q2: 11,145 shares; 2025Q3: 12,244 shares; 2025Q4: 12,041 shares; 2026Q1: 12,834 shares; 2026Q2: 12,529 shares 12,529 $495K 0.11% -305 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 1,371 shares; 2025Q1: 1,421 shares; 2025Q2: 1,371 shares; 2025Q3: 1,374 shares; 2025Q4: 1,334 shares; 2026Q1: 1,338 shares; 2026Q2: 1,338 shares 1,338 $493K 0.11% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,645 shares; 2024Q4: 5,139 shares; 2025Q1: 5,190 shares; 2025Q2: 4,841 shares; 2025Q3: 5,208 shares; 2025Q4: 5,096 shares; 2026Q1: 5,290 shares; 2026Q2: 5,280 shares 5,280 $487K 0.11% -10 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: 1,225 shares; 2025Q4: 1,965 shares; 2026Q1: 1,909 shares; 2026Q2: 2,564 shares 2,564 $486K 0.11% +655 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 8,188 shares; 2026Q2: 7,965 shares 7,965 $472K 0.1% -223 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,570 shares; 2024Q4: 7,617 shares; 2025Q1: 8,239 shares; 2025Q2: 8,285 shares; 2025Q3: 8,344 shares; 2025Q4: 4,224 shares; 2026Q1: 4,243 shares; 2026Q2: 4,263 shares 4,263 $468K 0.1% +20 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,749 shares; 2025Q1: not reported; 2025Q2: 1,661 shares; 2025Q3: 1,680 shares; 2025Q4: 1,782 shares; 2026Q1: 1,744 shares; 2026Q2: 2,231 shares 2,231 $466K 0.1% +487 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,426 shares; 2024Q4: 13,277 shares; 2025Q1: 13,277 shares; 2025Q2: 13,277 shares; 2025Q3: 13,277 shares; 2025Q4: 13,277 shares; 2026Q1: 13,277 shares; 2026Q2: 13,277 shares 13,277 $462K 0.1% 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: 2,826 shares; 2024Q4: 2,853 shares; 2025Q1: 2,816 shares; 2025Q2: 2,831 shares; 2025Q3: 2,844 shares; 2025Q4: 2,860 shares; 2026Q1: 2,873 shares; 2026Q2: 2,888 shares 2,888 $456K 0.1% +15 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,143 shares 2,143 $456K 0.1% new 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: 10,054 shares; 2024Q4: 9,687 shares; 2025Q1: 4,651 shares; 2025Q2: 4,632 shares; 2025Q3: 4,642 shares; 2025Q4: 4,652 shares; 2026Q1: 4,725 shares; 2026Q2: 4,894 shares 4,894 $452K 0.1% +169 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: 5,481 shares; 2024Q4: not reported; 2025Q1: 5,481 shares; 2025Q2: 5,481 shares; 2025Q3: 5,481 shares; 2025Q4: 5,481 shares; 2026Q1: 8,272 shares; 2026Q2: 8,272 shares 8,272 $447K 0.1% 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: 9,948 shares; 2024Q4: 9,681 shares; 2025Q1: 6,178 shares; 2025Q2: 6,177 shares; 2025Q3: 5,847 shares; 2025Q4: 6,183 shares; 2026Q1: 6,191 shares; 2026Q2: 5,966 shares 5,966 $444K 0.1% -225 Timeline SMH 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: 674 shares 674 $442K 0.1% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,051 shares; 2025Q2: 1,052 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,056 shares; 2026Q2: 1,819 shares 1,819 $433K 0.1% +763 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,059 shares; 2024Q4: 5,027 shares; 2025Q1: 5,056 shares; 2025Q2: 4,848 shares; 2025Q3: 4,883 shares; 2025Q4: 4,445 shares; 2026Q1: 4,440 shares; 2026Q2: 4,734 shares 4,734 $430K 0.09% +294 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,856 shares; 2024Q4: 20,856 shares; 2025Q1: 20,856 shares; 2025Q2: 20,856 shares; 2025Q3: 20,856 shares; 2025Q4: 20,856 shares; 2026Q1: 16,856 shares; 2026Q2: 16,856 shares 16,856 $426K 0.09% 0 Timeline GLW CORNING INC More: the full row for CORNING 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: 1,592 shares 1,592 $407K 0.09% -256 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: 4,385 shares; 2024Q4: 4,389 shares; 2025Q1: 4,115 shares; 2025Q2: 4,176 shares; 2025Q3: 3,993 shares; 2025Q4: 3,730 shares; 2026Q1: 3,953 shares; 2026Q2: 3,979 shares 3,979 $407K 0.09% +26 Timeline XNTK 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: 1,033 shares; 2024Q4: 1,033 shares; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $404K 0.09% 0 Timeline AOM 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: 4,788 shares; 2025Q2: 4,367 shares; 2025Q3: 6,930 shares; 2025Q4: 7,080 shares; 2026Q1: 7,941 shares; 2026Q2: 8,074 shares 8,074 $403K 0.09% +133 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,061 shares; 2024Q4: 7,062 shares; 2025Q1: 12,064 shares; 2025Q2: 9,066 shares; 2025Q3: 9,068 shares; 2025Q4: 9,070 shares; 2026Q1: 9,071 shares; 2026Q2: 8,073 shares 8,073 $402K 0.09% -998 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 200 shares; 2026Q2: 200 shares 200 $397K 0.09% 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: 28,595 shares; 2024Q4: 22,736 shares; 2025Q1: 21,604 shares; 2025Q2: 19,505 shares; 2025Q3: 19,412 shares; 2025Q4: 19,539 shares; 2026Q1: 19,549 shares; 2026Q2: 18,856 shares 18,856 $390K 0.09% -693 Timeline VSS 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: not reported; 2024Q4: not reported; 2025Q1: 2,527 shares; 2025Q2: 2,527 shares; 2025Q3: 2,527 shares; 2025Q4: 2,527 shares; 2026Q1: 2,527 shares; 2026Q2: 2,527 shares 2,527 $390K 0.09% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,969 shares 4,969 $378K 0.08% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,000 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $375K 0.08% 0 Timeline VFC V F CORP More: the full row for V F 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: 22,461 shares; 2026Q2: 22,461 shares 22,461 $375K 0.08% 0 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: 1,255 shares; 2024Q4: 1,334 shares; 2025Q1: not reported; 2025Q2: 1,136 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,109 shares; 2026Q2: 1,243 shares 1,243 $370K 0.08% +134 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 935 shares; 2025Q3: 850 shares; 2025Q4: 1,117 shares; 2026Q1: 1,103 shares; 2026Q2: 5,580 shares 5,580 $367K 0.08% +4,477 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 1,649 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,611 shares; 2025Q4: 1,611 shares; 2026Q1: 1,578 shares; 2026Q2: 1,486 shares 1,486 $366K 0.08% -92 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: 3,070 shares; 2024Q4: 3,313 shares; 2025Q1: 3,100 shares; 2025Q2: 3,110 shares; 2025Q3: 3,114 shares; 2025Q4: 2,834 shares; 2026Q1: 2,843 shares; 2026Q2: 2,887 shares 2,887 $365K 0.08% +44 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: 3,361 shares; 2024Q4: not reported; 2025Q1: 3,493 shares; 2025Q2: 3,493 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares; 2026Q1: 3,532 shares; 2026Q2: 3,513 shares 3,513 $363K 0.08% -19 Timeline VXF 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: 1,549 shares; 2024Q4: 1,476 shares; 2025Q1: 4,074 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares; 2026Q2: 1,476 shares 1,476 $363K 0.08% 0 Timeline FENI 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: 8,554 shares; 2024Q4: 8,604 shares; 2025Q1: 8,666 shares; 2025Q2: 8,759 shares; 2025Q3: 8,801 shares; 2025Q4: 8,888 shares; 2026Q1: 8,954 shares; 2026Q2: 9,036 shares 9,036 $363K 0.08% +82 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,321 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,321 shares 2,321 $357K 0.08% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 4,375 shares; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares; 2025Q4: 3,240 shares; 2026Q1: 3,240 shares; 2026Q2: 3,240 shares 3,240 $355K 0.08% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,107 shares; 2024Q4: 8,107 shares; 2025Q1: 8,107 shares; 2025Q2: 7,983 shares; 2025Q3: 7,983 shares; 2025Q4: 9,686 shares; 2026Q1: 7,820 shares; 2026Q2: 7,764 shares 7,764 $353K 0.08% -56 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: 1,444 shares; 2024Q4: 1,453 shares; 2025Q1: 1,457 shares; 2025Q2: 1,461 shares; 2025Q3: 1,460 shares; 2025Q4: 1,464 shares; 2026Q1: 1,469 shares; 2026Q2: 1,574 shares 1,574 $351K 0.08% +105 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,249 shares 1,249 $345K 0.08% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 868 shares; 2026Q1: 869 shares; 2026Q2: 1,033 shares 1,033 $341K 0.08% +164 Timeline CUSD TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,519 shares; 2024Q4: 83,087 shares; 2025Q1: 79,287 shares; 2025Q2: 77,420 shares; 2025Q3: 76,775 shares; 2025Q4: 24,925 shares; 2026Q1: 17,831 shares; 2026Q2: 17,402 shares 17,402 $338K 0.07% -429 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,711 shares; 2024Q4: 6,711 shares; 2025Q1: 4,317 shares; 2025Q2: 4,317 shares; 2025Q3: 4,210 shares; 2025Q4: 4,210 shares; 2026Q1: 4,210 shares; 2026Q2: 4,212 shares 4,212 $327K 0.07% +2 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,776 shares; 2025Q1: 2,776 shares; 2025Q2: 2,776 shares; 2025Q3: 2,776 shares; 2025Q4: 2,776 shares; 2026Q1: 2,776 shares; 2026Q2: 2,776 shares 2,776 $326K 0.07% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 804 shares; 2026Q2: 804 shares 804 $323K 0.07% 0 Timeline CWB 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: 2,904 shares; 2024Q4: 2,917 shares; 2025Q1: 2,923 shares; 2025Q2: 2,932 shares; 2025Q3: 2,940 shares; 2025Q4: 2,950 shares; 2026Q1: 2,955 shares; 2026Q2: 2,961 shares 2,961 $319K 0.07% +6 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 6,520 shares; 2025Q1: 6,382 shares; 2025Q2: 6,500 shares; 2025Q3: 6,384 shares; 2025Q4: 7,180 shares; 2026Q1: 7,432 shares; 2026Q2: 7,490 shares 7,490 $317K 0.07% +58 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 18,574 shares; 2026Q2: 17,574 shares 17,574 $315K 0.07% -1,000 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: 12,380 shares; 2026Q2: 11,681 shares 11,681 $310K 0.07% -699 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 4,414 shares; 2025Q3: 4,414 shares; 2025Q4: 4,414 shares; 2026Q1: 4,414 shares; 2026Q2: 4,414 shares 4,414 $309K 0.07% 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: 17,108 shares; 2024Q4: 18,041 shares; 2025Q1: 15,328 shares; 2025Q2: 13,755 shares; 2025Q3: 13,246 shares; 2025Q4: 13,271 shares; 2026Q1: 13,193 shares; 2026Q2: 12,530 shares 12,530 $308K 0.07% -663 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,934 shares; 2024Q4: 2,919 shares; 2025Q1: 3,240 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 5,700 shares; 2026Q1: 5,752 shares; 2026Q2: 5,752 shares 5,752 $305K 0.07% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,757 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,757 shares 2,757 $305K 0.07% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 69 shares; 2026Q2: 1,706 shares 1,706 $304K 0.07% +1,637 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: 845 shares; 2024Q4: 882 shares; 2025Q1: 853 shares; 2025Q2: 678 shares; 2025Q3: 700 shares; 2025Q4: 675 shares; 2026Q1: 803 shares; 2026Q2: 964 shares 964 $303K 0.07% +161 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $301K 0.07% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 29,415 shares; 2025Q4: 22,351 shares; 2026Q1: 22,351 shares; 2026Q2: 22,351 shares 22,351 $299K 0.07% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706 shares; 2024Q4: 696 shares; 2025Q1: 639 shares; 2025Q2: 1,057 shares; 2025Q3: 1,033 shares; 2025Q4: 621 shares; 2026Q1: not reported; 2026Q2: 718 shares 718 $299K 0.07% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 3,885 shares; 2025Q2: 3,885 shares; 2025Q3: 3,239 shares; 2025Q4: 3,213 shares; 2026Q1: 3,213 shares; 2026Q2: 3,213 shares 3,213 $289K 0.06% 0 Timeline STRZ STARZ ENTERTAINMENT CORP. More: the full row for STARZ ENTERTAINMENT 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: 10,002 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $289K 0.06% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,687 shares; 2024Q4: 2,687 shares; 2025Q1: 2,687 shares; 2025Q2: 2,673 shares; 2025Q3: 2,648 shares; 2025Q4: 2,648 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares 2,648 $285K 0.06% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $285K 0.06% new Timeline INMD INMODE LTD More: the full row for INMODE 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: 19,500 shares; 2026Q2: 19,500 shares 19,500 $285K 0.06% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 1,775 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares; 2026Q2: 1,846 shares 1,846 $280K 0.06% +106 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 1,671 shares; 2025Q1: 1,674 shares; 2025Q2: 1,658 shares; 2025Q3: 1,661 shares; 2025Q4: 1,687 shares; 2026Q1: 1,668 shares; 2026Q2: 1,706 shares 1,706 $276K 0.06% +38 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: 427 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 530 shares 530 $275K 0.06% +30 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: 2,425 shares; 2024Q4: 2,327 shares; 2025Q1: 2,829 shares; 2025Q2: 2,842 shares; 2025Q3: 2,861 shares; 2025Q4: 2,837 shares; 2026Q1: 2,847 shares; 2026Q2: 2,852 shares 2,852 $275K 0.06% +5 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,645 shares; 2024Q4: 5,656 shares; 2025Q1: 5,656 shares; 2025Q2: 5,659 shares; 2025Q3: 5,665 shares; 2025Q4: 5,735 shares; 2026Q1: 5,896 shares; 2026Q2: 5,953 shares 5,953 $270K 0.06% +57 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,990 shares; 2024Q4: 7,990 shares; 2025Q1: 7,990 shares; 2025Q2: 7,990 shares; 2025Q3: 7,990 shares; 2025Q4: 7,990 shares; 2026Q1: 7,990 shares; 2026Q2: 7,990 shares 7,990 $268K 0.06% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,626 shares; 2025Q4: 2,438 shares; 2026Q1: 2,184 shares; 2026Q2: 2,233 shares 2,233 $261K 0.06% +49 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 269 shares 269 $260K 0.06% new 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: 3,969 shares; 2024Q4: 11,908 shares; 2025Q1: 11,713 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,084 shares 8,084 $256K 0.06% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,534 shares; 2024Q4: 14,891 shares; 2025Q1: 14,898 shares; 2025Q2: 13,991 shares; 2025Q3: 8,826 shares; 2025Q4: 10,402 shares; 2026Q1: 12,598 shares; 2026Q2: 10,594 shares 10,594 $255K 0.06% -2,004 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,753 shares; 2026Q2: 1,780 shares 1,780 $249K 0.05% -973 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: 1,213 shares; 2024Q4: 1,076 shares; 2025Q1: 1,426 shares; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares; 2026Q2: 1,025 shares 1,025 $249K 0.05% +1 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares; 2025Q2: 2,604 shares; 2025Q3: 2,589 shares; 2025Q4: 2,589 shares; 2026Q1: 2,515 shares; 2026Q2: 2,515 shares 2,515 $247K 0.05% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,498 shares; 2026Q2: 1,548 shares 1,548 $243K 0.05% +50 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: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 314 shares; 2026Q1: 328 shares; 2026Q2: 252 shares 252 $242K 0.05% -76 Timeline EAOR 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: 5,808 shares; 2025Q4: 6,017 shares; 2026Q1: 6,017 shares; 2026Q2: 6,369 shares 6,369 $241K 0.05% +352 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 6,338 shares; 2025Q4: 6,338 shares; 2026Q1: 6,338 shares; 2026Q2: 6,338 shares 6,338 $233K 0.05% 0 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 3,156 shares; 2026Q1: 3,193 shares; 2026Q2: 3,118 shares 3,118 $232K 0.05% -75 Timeline EMB 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: 2,525 shares; 2025Q2: 2,427 shares; 2025Q3: 2,432 shares; 2025Q4: 2,402 shares; 2026Q1: 2,419 shares; 2026Q2: 2,406 shares 2,406 $232K 0.05% -13 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,437 shares; 2025Q1: 1,447 shares; 2025Q2: 1,635 shares; 2025Q3: 1,896 shares; 2025Q4: 1,596 shares; 2026Q1: 2,157 shares; 2026Q2: 1,584 shares 1,584 $232K 0.05% -573 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,131 shares; 2024Q4: 14,213 shares; 2025Q1: 14,601 shares; 2025Q2: 13,494 shares; 2025Q3: 13,579 shares; 2025Q4: 13,675 shares; 2026Q1: 13,777 shares; 2026Q2: 14,074 shares 14,074 $231K 0.05% +297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares; 2026Q2: 762 shares 762 $230K 0.05% +508 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,030 shares; 2024Q4: 13,030 shares; 2025Q1: 13,030 shares; 2025Q2: 13,030 shares; 2025Q3: 13,030 shares; 2025Q4: 13,030 shares; 2026Q1: 13,030 shares; 2026Q2: 13,030 shares 13,030 $224K 0.05% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP 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: 661 shares 661 $224K 0.05% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,608 shares; 2024Q4: 8,749 shares; 2025Q1: 8,608 shares; 2025Q2: 8,608 shares; 2025Q3: 8,608 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,393 shares 5,393 $218K 0.05% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,323 shares; 2025Q2: 1,195 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,612 shares 2,612 $216K 0.05% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,390 shares; 2025Q1: 3,112 shares; 2025Q2: 2,912 shares; 2025Q3: 2,564 shares; 2025Q4: 2,514 shares; 2026Q1: 1,607 shares; 2026Q2: 1,230 shares 1,230 $214K 0.05% -377 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 280 shares; 2026Q2: 280 shares 280 $212K 0.05% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995 shares; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,748 shares; 2026Q1: not reported; 2026Q2: 1,343 shares 1,343 $211K 0.05% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $211K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,302 shares 2,302 $202K 0.04% 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: 1,182 shares 1,182 $201K 0.04% new Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,637 shares; 2024Q4: 13,637 shares; 2025Q1: 13,637 shares; 2025Q2: 13,637 shares; 2025Q3: 13,637 shares; 2025Q4: 13,637 shares; 2026Q1: 13,637 shares; 2026Q2: 13,637 shares 13,637 $189K 0.04% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,790 shares; 2024Q4: 14,790 shares; 2025Q1: 14,790 shares; 2025Q2: 14,790 shares; 2025Q3: 14,790 shares; 2025Q4: 14,790 shares; 2026Q1: 15,010 shares; 2026Q2: 14,790 shares 14,790 $140K 0.03% -220 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 61 shares 61 $139K 0.03% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 215 shares 215 $137K 0.03% new Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP 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: 20,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $95.8K 0.02% 0 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS 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: 45,000 shares 45,000 $77K 0.02% new Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS 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: 36,000 shares 36,000 $74.9K 0.02% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 150 shares 150 $40K 0.01% new Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,300 shares; 2024Q4: 29,200 shares; 2025Q1: 29,200 shares; 2025Q2: 24,200 shares; 2025Q3: 24,200 shares; 2025Q4: 24,200 shares; 2026Q1: 24,200 shares; 2026Q2: 24,200 shares 24,200 $28.1K 0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,550 shares; 2024Q4: 16,550 shares; 2025Q1: 16,550 shares; 2025Q2: 16,550 shares; 2025Q3: 16,550 shares; 2025Q4: 18,550 shares; 2026Q1: 18,550 shares; 2026Q2: 18,550 shares 18,550 $27.8K 0.01% 0 Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE THERAPEUTICS 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: 10,098 shares; 2025Q4: 10,098 shares; 2026Q1: 10,098 shares; 2026Q2: 10,098 shares 10,098 $27.3K 0.01% 0 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION 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: 20,000 shares; 2026Q2: 20,000 shares 20,000 $7.57K <0.01% 0 Timeline