XLG 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; 2023Q2: 35,784 shares; 2023Q3: 346,330 shares; 2023Q4: 35,642 shares; 2024Q1: 35,642 shares; 2024Q2: 327,482 shares; 2024Q3: 35,642 shares; 2024Q4: 35,642 shares; 2025Q1: 318,090 shares 318,090 $14.6M 4.92% +282,448 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 349,365 shares; 2023Q3: 358,053 shares; 2023Q4: 351,099 shares; 2024Q1: 351,099 shares; 2024Q2: 360,613 shares; 2024Q3: 351,099 shares; 2024Q4: 351,099 shares; 2025Q1: 354,093 shares 354,093 $11.8M 3.98% +2,994 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 93,226 shares; 2023Q3: 93,876 shares; 2023Q4: 93,507 shares; 2024Q1: 93,507 shares; 2024Q2: 89,709 shares; 2024Q3: 93,507 shares; 2024Q4: 93,507 shares; 2025Q1: 98,279 shares 98,279 $10.5M 3.52% +4,772 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 263,760 shares; 2023Q3: 267,365 shares; 2023Q4: 259,430 shares; 2024Q1: 259,430 shares; 2024Q2: 365,773 shares; 2024Q3: 259,430 shares; 2024Q4: 259,430 shares; 2025Q1: 396,177 shares 396,177 $10.1M 3.4% +136,747 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; 2023Q2: 27,114 shares; 2023Q3: 28,690 shares; 2023Q4: 27,359 shares; 2024Q1: 27,359 shares; 2024Q2: 37,616 shares; 2024Q3: 27,359 shares; 2024Q4: 27,359 shares; 2025Q1: 52,168 shares 52,168 $9.01M 3.03% +24,809 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,262 shares; 2023Q3: 39,022 shares; 2023Q4: 40,306 shares; 2024Q1: 40,306 shares; 2024Q2: 44,285 shares; 2024Q3: 40,313 shares; 2024Q4: 40,313 shares; 2025Q1: 39,229 shares 39,229 $8.71M 2.93% -1,084 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 62,572 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 64,409 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,046 shares 64,046 $8.12M 2.73% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,319 shares; 2023Q3: 38,167 shares; 2023Q4: 38,283 shares; 2024Q1: 38,283 shares; 2024Q2: 34,638 shares; 2024Q3: 38,283 shares; 2024Q4: 38,283 shares; 2025Q1: 33,923 shares 33,923 $7.16M 2.4% -4,360 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; 2023Q2: 53,152 shares; 2023Q3: 57,197 shares; 2023Q4: 53,957 shares; 2024Q1: 53,957 shares; 2024Q2: 82,609 shares; 2024Q3: 53,957 shares; 2024Q4: 53,957 shares; 2025Q1: 105,618 shares 105,618 $6.41M 2.15% +51,661 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,260 shares 168,260 $6.35M 2.13% new 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; 2023Q2: 12,934 shares; 2023Q3: 12,915 shares; 2023Q4: 13,085 shares; 2024Q1: 13,085 shares; 2024Q2: 14,016 shares; 2024Q3: 13,085 shares; 2024Q4: 13,085 shares; 2025Q1: 11,692 shares 11,692 $6.23M 2.09% -1,393 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,444 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 244,755 shares 244,755 $6.16M 2.07% new RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 79,226 shares; 2023Q3: 81,793 shares; 2023Q4: 79,659 shares; 2024Q1: 79,659 shares; 2024Q2: 86,080 shares; 2024Q3: 79,659 shares; 2024Q4: 79,659 shares; 2025Q1: 91,026 shares 91,026 $5.33M 1.79% +11,367 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 73,148 shares; 2023Q3: 75,027 shares; 2023Q4: 74,142 shares; 2024Q1: 74,142 shares; 2024Q2: 71,148 shares; 2024Q3: 74,142 shares; 2024Q4: 74,142 shares; 2025Q1: 73,823 shares 73,823 $5.27M 1.77% -319 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,217 shares; 2023Q3: 16,691 shares; 2023Q4: 17,350 shares; 2024Q1: 17,350 shares; 2024Q2: 17,344 shares; 2024Q3: 17,350 shares; 2024Q4: 17,350 shares; 2025Q1: 14,345 shares 14,345 $5.03M 1.69% -3,005 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,856 shares; 2023Q3: 8,491 shares; 2023Q4: 7,917 shares; 2024Q1: 7,917 shares; 2024Q2: 61,007 shares; 2024Q3: 7,917 shares; 2024Q4: 7,917 shares; 2025Q1: 74,381 shares 74,381 $4.34M 1.46% +66,464 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; 2023Q2: 42,798 shares; 2023Q3: 42,816 shares; 2023Q4: 42,798 shares; 2024Q1: 42,798 shares; 2024Q2: 41,246 shares; 2024Q3: 42,798 shares; 2024Q4: 42,798 shares; 2025Q1: 37,712 shares 37,712 $4.23M 1.42% -5,086 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,942 shares; 2023Q3: 9,681 shares; 2023Q4: 9,955 shares; 2024Q1: 9,955 shares; 2024Q2: 9,401 shares; 2024Q3: 9,955 shares; 2024Q4: 9,955 shares; 2025Q1: 7,490 shares 7,490 $4.11M 1.38% -2,465 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,032 shares; 2023Q3: 2,053 shares; 2023Q4: 2,021 shares; 2024Q1: 2,021 shares; 2024Q2: 28,605 shares; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: 36,518 shares 36,518 $3.96M 1.33% +34,497 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,238 shares; 2023Q3: 12,432 shares; 2023Q4: 13,238 shares; 2024Q1: 13,238 shares; 2024Q2: 27,229 shares; 2024Q3: 13,238 shares; 2024Q4: 13,238 shares; 2025Q1: 36,695 shares 36,695 $3.63M 1.22% +23,457 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; 2023Q2: 110,173 shares; 2023Q3: 108,505 shares; 2023Q4: 110,183 shares; 2024Q1: 110,183 shares; 2024Q2: 103,313 shares; 2024Q3: 110,183 shares; 2024Q4: 110,183 shares; 2025Q1: 94,919 shares 94,919 $3.43M 1.15% -15,264 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,659 shares; 2023Q3: 19,187 shares; 2023Q4: 20,556 shares; 2024Q1: 20,556 shares; 2024Q2: 19,993 shares; 2024Q3: 20,556 shares; 2024Q4: 20,556 shares; 2025Q1: 20,401 shares 20,401 $3.15M 1.06% -155 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 112,966 shares; 2023Q3: 112,899 shares; 2023Q4: 119,708 shares; 2024Q1: 119,708 shares; 2024Q2: 82,919 shares; 2024Q3: 119,708 shares; 2024Q4: 119,708 shares; 2025Q1: 99,093 shares 99,093 $3.1M 1.04% -20,615 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,407 shares; 2023Q3: 10,173 shares; 2023Q4: 10,396 shares; 2024Q1: 10,396 shares; 2024Q2: 9,991 shares; 2024Q3: 10,396 shares; 2024Q4: 10,396 shares; 2025Q1: 9,773 shares 9,773 $3.05M 1.02% -623 Timeline BRNY EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 68,224 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 72,137 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,243 shares 75,243 $3M 1.01% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,541 shares; 2023Q3: 5,553 shares; 2023Q4: 5,605 shares; 2024Q1: 5,605 shares; 2024Q2: 7,094 shares; 2024Q3: 5,605 shares; 2024Q4: 5,605 shares; 2025Q1: 7,955 shares 7,955 $2.99M 1% +2,350 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; 2023Q2: 12,938 shares; 2023Q3: 11,570 shares; 2023Q4: 12,773 shares; 2024Q1: 12,773 shares; 2024Q2: 14,440 shares; 2024Q3: 12,773 shares; 2024Q4: 12,773 shares; 2025Q1: 15,554 shares 15,554 $2.96M 0.99% +2,781 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,173 shares; 2023Q3: 11,019 shares; 2023Q4: 10,167 shares; 2024Q1: 10,167 shares; 2024Q2: 45,569 shares; 2024Q3: 10,167 shares; 2024Q4: 10,167 shares; 2025Q1: 56,902 shares 56,902 $2.95M 0.99% +46,735 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,608 shares 45,608 $2.83M 0.95% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,575 shares; 2023Q3: 8,208 shares; 2023Q4: 8,592 shares; 2024Q1: 8,592 shares; 2024Q2: 8,386 shares; 2024Q3: 8,592 shares; 2024Q4: 8,592 shares; 2025Q1: 7,957 shares 7,957 $2.75M 0.92% -635 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,380 shares; 2023Q3: 2,449 shares; 2023Q4: 2,380 shares; 2024Q1: 2,380 shares; 2024Q2: 2,259 shares; 2024Q3: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 16,338 shares 16,338 $2.74M 0.92% +13,958 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,409 shares; 2023Q3: 14,322 shares; 2023Q4: 14,531 shares; 2024Q1: 14,531 shares; 2024Q2: 16,675 shares; 2024Q3: 14,531 shares; 2024Q4: 14,531 shares; 2025Q1: 15,766 shares 15,766 $2.61M 0.88% +1,235 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; 2023Q2: 7,512 shares; 2023Q3: 7,083 shares; 2023Q4: 7,513 shares; 2024Q1: 7,513 shares; 2024Q2: 7,241 shares; 2024Q3: 7,513 shares; 2024Q4: 7,513 shares; 2025Q1: 7,069 shares 7,069 $2.59M 0.87% -444 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,297 shares; 2023Q3: 7,858 shares; 2023Q4: 8,239 shares; 2024Q1: 8,239 shares; 2024Q2: 7,343 shares; 2024Q3: 8,239 shares; 2024Q4: 8,239 shares; 2025Q1: 6,669 shares 6,669 $2.55M 0.86% -1,570 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,271 shares; 2023Q3: 4,920 shares; 2023Q4: 5,186 shares; 2024Q1: 5,186 shares; 2024Q2: 4,225 shares; 2024Q3: 5,186 shares; 2024Q4: 5,186 shares; 2025Q1: 3,938 shares 3,938 $2.39M 0.8% -1,248 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; 2023Q2: 11,215 shares; 2023Q3: 10,842 shares; 2023Q4: 11,159 shares; 2024Q1: 11,159 shares; 2024Q2: 9,868 shares; 2024Q3: 11,159 shares; 2024Q4: 11,159 shares; 2025Q1: 8,832 shares 8,832 $2.38M 0.8% -2,327 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,170 shares; 2023Q3: 7,945 shares; 2023Q4: 5,207 shares; 2024Q1: 5,207 shares; 2024Q2: 19,876 shares; 2024Q3: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 25,362 shares 25,362 $2.35M 0.79% +20,155 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,751 shares; 2023Q3: 34,017 shares; 2023Q4: 34,751 shares; 2024Q1: 34,751 shares; 2024Q2: 30,160 shares; 2024Q3: 34,751 shares; 2024Q4: 34,751 shares; 2025Q1: 27,621 shares 27,621 $2.32M 0.78% -7,130 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,288 shares; 2023Q3: 20,563 shares; 2023Q4: 18,593 shares; 2024Q1: 18,593 shares; 2024Q2: 31,346 shares; 2024Q3: 18,593 shares; 2024Q4: 18,593 shares; 2025Q1: 21,509 shares 21,509 $2.25M 0.76% +2,916 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,589 shares; 2023Q3: 8,986 shares; 2023Q4: 9,508 shares; 2024Q1: 9,508 shares; 2024Q2: 8,460 shares; 2024Q3: 9,508 shares; 2024Q4: 9,508 shares; 2025Q1: 7,999 shares 7,999 $2.22M 0.75% -1,509 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,971 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,255 shares 21,255 $2.14M 0.72% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,921 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,147 shares 14,147 $2.14M 0.72% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,402 shares 90,402 $2.11M 0.71% new ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,856 shares; 2023Q3: 22,597 shares; 2023Q4: 23,859 shares; 2024Q1: 23,859 shares; 2024Q2: 17,715 shares; 2024Q3: 23,859 shares; 2024Q4: 23,859 shares; 2025Q1: 17,552 shares 17,552 $2.04M 0.69% -6,307 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23,807 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,806 shares 42,806 $2.01M 0.68% new 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; 2023Q2: 10,230 shares; 2023Q3: 9,737 shares; 2023Q4: 10,289 shares; 2024Q1: 10,289 shares; 2024Q2: 11,251 shares; 2024Q3: 10,289 shares; 2024Q4: 10,289 shares; 2025Q1: 11,695 shares 11,695 $1.99M 0.67% +1,406 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,120 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,483 shares 13,483 $1.95M 0.65% new 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; 2023Q2: 5,445 shares; 2023Q3: 5,167 shares; 2023Q4: 5,440 shares; 2024Q1: 5,440 shares; 2024Q2: 3,277 shares; 2024Q3: 5,440 shares; 2024Q4: 5,440 shares; 2025Q1: 2,292 shares 2,292 $1.89M 0.64% -3,148 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,534 shares; 2023Q3: 7,319 shares; 2023Q4: 7,523 shares; 2024Q1: 7,523 shares; 2024Q2: 7,182 shares; 2024Q3: 7,523 shares; 2024Q4: 7,523 shares; 2025Q1: 6,977 shares 6,977 $1.87M 0.63% -546 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,731 shares; 2023Q3: 32,439 shares; 2023Q4: 34,660 shares; 2024Q1: 34,660 shares; 2024Q2: 25,831 shares; 2024Q3: 34,660 shares; 2024Q4: 34,660 shares; 2025Q1: 22,778 shares 22,778 $1.86M 0.63% -11,882 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 31,318 shares; 2023Q3: 33,710 shares; 2023Q4: 31,318 shares; 2024Q1: 31,318 shares; 2024Q2: 33,858 shares; 2024Q3: 31,318 shares; 2024Q4: 31,318 shares; 2025Q1: 40,185 shares 40,185 $1.85M 0.62% +8,867 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 42,110 shares; 2023Q3: 39,695 shares; 2023Q4: 42,050 shares; 2024Q1: 42,050 shares; 2024Q2: 33,382 shares; 2024Q3: 42,050 shares; 2024Q4: 42,050 shares; 2025Q1: 32,873 shares 32,873 $1.73M 0.58% -9,177 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 51,270 shares; 2023Q3: 49,774 shares; 2023Q4: 51,107 shares; 2024Q1: 51,107 shares; 2024Q2: 42,724 shares; 2024Q3: 51,107 shares; 2024Q4: 51,107 shares; 2025Q1: 39,722 shares 39,722 $1.73M 0.58% -11,385 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; 2023Q2: 3,564 shares; 2023Q3: 3,384 shares; 2023Q4: 3,541 shares; 2024Q1: 3,541 shares; 2024Q2: 2,828 shares; 2024Q3: 3,541 shares; 2024Q4: 3,541 shares; 2025Q1: 2,736 shares 2,736 $1.71M 0.58% -805 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,610 shares; 2023Q3: 7,527 shares; 2023Q4: 7,634 shares; 2024Q1: 7,634 shares; 2024Q2: 6,997 shares; 2024Q3: 7,634 shares; 2024Q4: 7,634 shares; 2025Q1: 6,332 shares 6,332 $1.69M 0.57% -1,302 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,832 shares; 2023Q3: 10,670 shares; 2023Q4: 10,932 shares; 2024Q1: 10,932 shares; 2024Q2: 13,365 shares; 2024Q3: 10,932 shares; 2024Q4: 10,932 shares; 2025Q1: 18,288 shares 18,288 $1.66M 0.56% +7,356 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,453 shares 2,453 $1.65M 0.55% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 22,449 shares; 2023Q3: 21,351 shares; 2023Q4: 22,449 shares; 2024Q1: 22,449 shares; 2024Q2: 21,042 shares; 2024Q3: 22,449 shares; 2024Q4: 22,449 shares; 2025Q1: 20,862 shares 20,862 $1.57M 0.53% -1,587 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,501 shares; 2023Q3: 15,478 shares; 2023Q4: 16,501 shares; 2024Q1: 16,501 shares; 2024Q2: 14,471 shares; 2024Q3: 16,501 shares; 2024Q4: 16,501 shares; 2025Q1: 14,052 shares 14,052 $1.57M 0.53% -2,449 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,623 shares; 2023Q3: 12,118 shares; 2023Q4: 12,590 shares; 2024Q1: 12,590 shares; 2024Q2: 12,233 shares; 2024Q3: 12,590 shares; 2024Q4: 12,590 shares; 2025Q1: 12,265 shares 12,265 $1.56M 0.52% -325 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,526 shares; 2023Q3: 3,489 shares; 2023Q4: 3,600 shares; 2024Q1: 3,600 shares; 2024Q2: 3,381 shares; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,335 shares 3,335 $1.52M 0.51% -265 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18,692 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,245 shares 18,245 $1.51M 0.51% new Timeline GSLC 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; 2023Q2: 11,472 shares; 2023Q3: 11,329 shares; 2023Q4: 11,473 shares; 2024Q1: 11,473 shares; 2024Q2: 11,072 shares; 2024Q3: 11,473 shares; 2024Q4: 11,473 shares; 2025Q1: 13,360 shares 13,360 $1.47M 0.49% +1,887 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,743 shares; 2023Q3: 4,749 shares; 2023Q4: 4,773 shares; 2024Q1: 4,773 shares; 2024Q2: 4,749 shares; 2024Q3: 4,773 shares; 2024Q4: 4,773 shares; 2025Q1: 4,754 shares 4,754 $1.44M 0.48% -19 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,895 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,846 shares 11,846 $1.41M 0.47% new 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; 2023Q2: 4,411 shares; 2023Q3: 4,295 shares; 2023Q4: 4,411 shares; 2024Q1: 4,411 shares; 2024Q2: 3,981 shares; 2024Q3: 4,411 shares; 2024Q4: 4,411 shares; 2025Q1: 3,749 shares 3,749 $1.38M 0.46% -662 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,159 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,597 shares 40,597 $1.37M 0.46% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,070 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,645 shares 4,645 $1.37M 0.46% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,528 shares; 2023Q3: 20,956 shares; 2023Q4: 21,578 shares; 2024Q1: 21,578 shares; 2024Q2: 20,277 shares; 2024Q3: 21,578 shares; 2024Q4: 21,578 shares; 2025Q1: 12,375 shares 12,375 $1.36M 0.46% -9,203 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; 2023Q2: 23,302 shares; 2023Q3: 23,207 shares; 2023Q4: 23,467 shares; 2024Q1: 23,467 shares; 2024Q2: 25,098 shares; 2024Q3: 23,467 shares; 2024Q4: 23,467 shares; 2025Q1: 22,159 shares 22,159 $1.35M 0.45% -1,308 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,358 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,298 shares 8,298 $1.27M 0.43% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,006 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,036 shares 13,036 $1.27M 0.43% new Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,982 shares 61,982 $1.27M 0.43% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,461 shares 5,461 $1.26M 0.42% new 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; 2023Q2: 6,520 shares; 2023Q3: 6,501 shares; 2023Q4: 6,654 shares; 2024Q1: 6,654 shares; 2024Q2: 7,461 shares; 2024Q3: 6,654 shares; 2024Q4: 6,654 shares; 2025Q1: 13,646 shares 13,646 $1.26M 0.42% +6,992 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; 2023Q2: 16,832 shares; 2023Q3: 16,565 shares; 2023Q4: 16,832 shares; 2024Q1: 16,832 shares; 2024Q2: 18,170 shares; 2024Q3: 16,832 shares; 2024Q4: 16,832 shares; 2025Q1: 13,678 shares 13,678 $1.23M 0.41% -3,154 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,129 shares 16,129 $1.2M 0.4% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,897 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,049 shares 2,049 $1.18M 0.4% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,495 shares 3,495 $1.18M 0.4% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,209 shares 22,209 $1.18M 0.39% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,641 shares 15,641 $1.17M 0.39% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,592 shares; 2023Q3: 14,552 shares; 2023Q4: 15,572 shares; 2024Q1: 15,572 shares; 2024Q2: 13,423 shares; 2024Q3: 15,572 shares; 2024Q4: 15,572 shares; 2025Q1: 11,740 shares 11,740 $1.12M 0.38% -3,832 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,879 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,327 shares 16,327 $1.11M 0.37% new 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; 2023Q2: 8,538 shares; 2023Q3: 8,622 shares; 2023Q4: 8,563 shares; 2024Q1: 8,563 shares; 2024Q2: 10,120 shares; 2024Q3: 8,563 shares; 2024Q4: 8,563 shares; 2025Q1: 11,088 shares 11,088 $1.09M 0.37% +2,525 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,409 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,376 shares 11,376 $1.07M 0.36% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,440 shares; 2023Q3: 8,271 shares; 2023Q4: 8,440 shares; 2024Q1: 8,440 shares; 2024Q2: 7,664 shares; 2024Q3: 8,440 shares; 2024Q4: 8,440 shares; 2025Q1: 8,987 shares 8,987 $1.06M 0.35% +547 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,477 shares; 2023Q3: 10,706 shares; 2023Q4: 11,476 shares; 2024Q1: 11,476 shares; 2024Q2: 10,039 shares; 2024Q3: 11,476 shares; 2024Q4: 11,476 shares; 2025Q1: 9,050 shares 9,050 $1.05M 0.35% -2,426 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; 2023Q2: 1,810 shares; 2023Q3: 1,789 shares; 2023Q4: 1,810 shares; 2024Q1: 1,810 shares; 2024Q2: 1,261 shares; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 5,612 shares 5,612 $1.05M 0.35% +3,802 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; 2023Q2: not reported; 2023Q3: 12,744 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,886 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares 13,140 $1.03M 0.35% new 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; 2023Q2: 3,035 shares; 2023Q3: 2,935 shares; 2023Q4: 3,035 shares; 2024Q1: 3,035 shares; 2024Q2: 2,839 shares; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 4,632 shares 4,632 $956K 0.32% +1,597 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,923 shares; 2023Q3: 10,240 shares; 2023Q4: 10,943 shares; 2024Q1: 10,943 shares; 2024Q2: 9,811 shares; 2024Q3: 10,943 shares; 2024Q4: 10,943 shares; 2025Q1: 9,029 shares 9,029 $914K 0.31% -1,914 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,659 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,917 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,380 shares 3,380 $876K 0.29% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,076 shares; 2023Q3: 3,857 shares; 2023Q4: 4,040 shares; 2024Q1: 4,040 shares; 2024Q2: 2,940 shares; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 2,631 shares 2,631 $807K 0.27% -1,409 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,656 shares; 2023Q3: 4,518 shares; 2023Q4: 4,656 shares; 2024Q1: 4,656 shares; 2024Q2: 4,277 shares; 2024Q3: 4,656 shares; 2024Q4: 4,656 shares; 2025Q1: 4,248 shares 4,248 $792K 0.27% -408 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 805 shares 805 $762K 0.26% -106 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,200 shares 5,200 $759K 0.26% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,263 shares 4,263 $734K 0.25% new 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; 2023Q2: 2,662 shares; 2023Q3: 2,192 shares; 2023Q4: 2,663 shares; 2024Q1: 2,663 shares; 2024Q2: 2,123 shares; 2024Q3: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 1,960 shares 1,960 $727K 0.24% -703 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; 2023Q2: 1,025 shares; 2023Q3: 1,025 shares; 2023Q4: 1,025 shares; 2024Q1: 1,025 shares; 2024Q2: 1,045 shares; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,344 shares 1,344 $691K 0.23% +319 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32,335 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,734 shares 22,734 $657K 0.22% new 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; 2023Q2: 1,842 shares; 2023Q3: 1,870 shares; 2023Q4: 1,842 shares; 2024Q1: 1,842 shares; 2024Q2: 1,687 shares; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 2,247 shares 2,247 $647K 0.22% +405 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,664 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,609 shares 2,609 $640K 0.21% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 40,546 shares; 2023Q3: 40,566 shares; 2023Q4: 40,671 shares; 2024Q1: 40,671 shares; 2024Q2: 7,238 shares; 2024Q3: 40,671 shares; 2024Q4: 40,671 shares; 2025Q1: 9,349 shares 9,349 $577K 0.19% -31,322 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,587 shares; 2023Q3: 12,587 shares; 2023Q4: 12,587 shares; 2024Q1: 12,587 shares; 2024Q2: 9,408 shares; 2024Q3: 12,587 shares; 2024Q4: 12,587 shares; 2025Q1: 9,412 shares 9,412 $501K 0.17% -3,175 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; 2023Q2: 14,526 shares; 2023Q3: 13,896 shares; 2023Q4: 14,546 shares; 2024Q1: 14,546 shares; 2024Q2: 14,345 shares; 2024Q3: 14,546 shares; 2024Q4: 14,546 shares; 2025Q1: 2,569 shares 2,569 $462K 0.16% -11,977 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,615 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,140 shares 5,140 $451K 0.15% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,879 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,712 shares 2,712 $424K 0.14% new Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,524 shares; 2023Q3: 23,355 shares; 2023Q4: 23,524 shares; 2024Q1: 23,524 shares; 2024Q2: 23,692 shares; 2024Q3: 23,524 shares; 2024Q4: 23,524 shares; 2025Q1: 19,506 shares 19,506 $412K 0.14% -4,018 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,987 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,050 shares 3,050 $405K 0.14% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,725 shares 2,725 $400K 0.13% new 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; 2023Q2: 2,826 shares; 2023Q3: 2,848 shares; 2023Q4: 2,834 shares; 2024Q1: 2,834 shares; 2024Q2: 587 shares; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 763 shares 763 $400K 0.13% -2,071 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,585 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,898 shares 1,898 $393K 0.13% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,369 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,102 shares 9,102 $380K 0.13% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,163 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,166 shares 2,166 $369K 0.12% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,294 shares 4,294 $369K 0.12% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,722 shares 2,722 $356K 0.12% new Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,108 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,663 shares 6,663 $355K 0.12% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,417 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,593 shares 9,593 $354K 0.12% new Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,596 shares; 2023Q3: 14,829 shares; 2023Q4: 14,596 shares; 2024Q1: 14,596 shares; 2024Q2: 17,459 shares; 2024Q3: 14,596 shares; 2024Q4: 14,596 shares; 2025Q1: 17,111 shares 17,111 $351K 0.12% +2,515 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 729 shares 729 $339K 0.11% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360 shares 360 $336K 0.11% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,465 shares; 2023Q3: 9,466 shares; 2023Q4: 9,465 shares; 2024Q1: 9,465 shares; 2024Q2: 6,524 shares; 2024Q3: 9,465 shares; 2024Q4: 9,465 shares; 2025Q1: 6,525 shares 6,525 $333K 0.11% -2,940 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,998 shares; 2023Q3: 17,155 shares; 2023Q4: 17,998 shares; 2024Q1: 17,998 shares; 2024Q2: 15,702 shares; 2024Q3: 17,998 shares; 2024Q4: 17,998 shares; 2025Q1: 13,548 shares 13,548 $332K 0.11% -4,450 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,398 shares; 2023Q3: 12,699 shares; 2023Q4: 13,378 shares; 2024Q1: 13,378 shares; 2024Q2: 12,015 shares; 2024Q3: 13,378 shares; 2024Q4: 13,378 shares; 2025Q1: 1,463 shares 1,463 $323K 0.11% -11,915 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 544 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 876 shares 876 $309K 0.1% new Timeline VGK 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,171 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,290 shares 4,290 $301K 0.1% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,173 shares; 2023Q3: 5,173 shares; 2023Q4: 5,173 shares; 2024Q1: 5,173 shares; 2024Q2: 5,173 shares; 2024Q3: 5,173 shares; 2024Q4: 5,173 shares; 2025Q1: 5,173 shares 5,173 $296K 0.1% 0 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,855 shares; 2023Q3: 7,855 shares; 2023Q4: 7,855 shares; 2024Q1: 7,855 shares; 2024Q2: 7,855 shares; 2024Q3: 7,855 shares; 2024Q4: 7,855 shares; 2025Q1: 7,855 shares 7,855 $293K 0.1% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,165 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,172 shares 4,172 $290K 0.1% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 613 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 612 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 617 shares 617 $290K 0.1% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,482 shares 12,482 $283K 0.1% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,067 shares; 2023Q3: 13,060 shares; 2023Q4: 13,067 shares; 2024Q1: 13,067 shares; 2024Q2: 12,653 shares; 2024Q3: 13,067 shares; 2024Q4: 13,067 shares; 2025Q1: 8,923 shares 8,923 $281K 0.09% -4,144 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 594 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 594 shares 594 $279K 0.09% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 332 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 416 shares 416 $276K 0.09% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 923 shares 923 $275K 0.09% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,385 shares 2,385 $274K 0.09% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,527 shares 3,527 $274K 0.09% new Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,954 shares; 2023Q3: 18,020 shares; 2023Q4: 17,954 shares; 2024Q1: 17,954 shares; 2024Q2: 18,358 shares; 2024Q3: 17,954 shares; 2024Q4: 17,954 shares; 2025Q1: 10,867 shares 10,867 $271K 0.09% -7,087 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,585 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,890 shares 2,890 $271K 0.09% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,002 shares 1,002 $269K 0.09% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 552 shares 552 $267K 0.09% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,555 shares 3,555 $261K 0.09% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares 1,630 $261K 0.09% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares 1,198 $251K 0.08% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,523 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,792 shares 1,792 $251K 0.08% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,450 shares 3,450 $250K 0.08% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,113 shares 5,113 $245K 0.08% new Timeline VPL 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; 2023Q2: 4,844 shares; 2023Q3: 4,844 shares; 2023Q4: 4,844 shares; 2024Q1: 4,844 shares; 2024Q2: 3,364 shares; 2024Q3: 4,844 shares; 2024Q4: 4,844 shares; 2025Q1: 3,364 shares 3,364 $244K 0.08% -1,480 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,606 shares 6,606 $243K 0.08% new Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,875 shares; 2023Q3: 11,790 shares; 2023Q4: 11,875 shares; 2024Q1: 11,875 shares; 2024Q2: 11,737 shares; 2024Q3: 11,875 shares; 2024Q4: 11,875 shares; 2025Q1: 7,411 shares 7,411 $240K 0.08% -4,464 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 799 shares 799 $239K 0.08% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares 1,382 $231K 0.08% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares 946 $229K 0.08% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares 367 $225K 0.08% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,315 shares 1,315 $225K 0.08% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,784 shares 1,784 $225K 0.08% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,402 shares 1,402 $225K 0.08% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,995 shares 1,995 $222K 0.07% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,812 shares 3,812 $219K 0.07% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares 839 $217K 0.07% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,239 shares 3,239 $214K 0.07% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,791 shares 1,791 $210K 0.07% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,112 shares 8,112 $206K 0.07% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 875 shares 875 $203K 0.07% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,101 shares 2,101 $201K 0.07% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,000 shares; 2023Q3: 10,106 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,106 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,168 shares 10,168 $138K 0.05% +168 Timeline