VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,149 shares; 2025Q3: 101,441 shares; 2025Q4: 101,070 shares 101,070 $31.8M 9.32% -371 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 212,383 shares; 2024Q2: 252,302 shares; 2024Q3: 429,190 shares; 2024Q4: 425,357 shares; 2025Q1: 398,706 shares; 2025Q2: 371,971 shares; 2025Q3: 364,162 shares; 2025Q4: 331,438 shares 331,438 $26.9M 7.88% -32,724 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; 2024Q1: 52,184 shares; 2024Q2: 45,958 shares; 2024Q3: 42,089 shares; 2024Q4: 35,096 shares; 2025Q1: 27,610 shares; 2025Q2: 19,568 shares; 2025Q3: 29,559 shares; 2025Q4: 36,854 shares 36,854 $22.6M 6.63% +7,295 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 407,361 shares 407,361 $19.7M 5.77% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259,795 shares 259,795 $19.2M 5.64% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367,435 shares 367,435 $16.9M 4.97% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,430 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,704 shares; 2025Q3: not reported; 2025Q4: 220,550 shares 220,550 $15.7M 4.61% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 89,264 shares; 2024Q2: 91,205 shares; 2024Q3: 90,331 shares; 2024Q4: 95,824 shares; 2025Q1: 102,436 shares; 2025Q2: 105,796 shares; 2025Q3: 108,857 shares; 2025Q4: 310,975 shares 310,975 $15.6M 4.58% +202,118 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 291,957 shares; 2025Q4: 285,278 shares 285,278 $15.6M 4.57% -6,679 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,130 shares; 2025Q3: 159,371 shares; 2025Q4: 160,433 shares 160,433 $15.4M 4.51% +1,062 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,718 shares 66,718 $10.5M 3.08% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,367 shares; 2024Q2: 45,800 shares; 2024Q3: 33,756 shares; 2024Q4: 34,497 shares; 2025Q1: 36,209 shares; 2025Q2: 36,559 shares; 2025Q3: 64,714 shares; 2025Q4: 151,299 shares 151,299 $7.48M 2.19% +86,585 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 36,700 shares; 2024Q3: 36,619 shares; 2024Q4: 36,461 shares; 2025Q1: 35,679 shares; 2025Q2: 35,554 shares; 2025Q3: 46,012 shares; 2025Q4: 107,410 shares 107,410 $7.24M 2.12% +61,398 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 75,430 shares; 2024Q2: 76,419 shares; 2024Q3: 112,517 shares; 2024Q4: 76,586 shares; 2025Q1: 80,103 shares; 2025Q2: 81,473 shares; 2025Q3: 81,152 shares; 2025Q4: 82,525 shares 82,525 $7.12M 2.09% +1,373 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 131,388 shares; 2024Q2: 131,747 shares; 2024Q3: 131,485 shares; 2024Q4: 132,900 shares; 2025Q1: 137,718 shares; 2025Q2: 141,608 shares; 2025Q3: 319,094 shares; 2025Q4: 140,272 shares 140,272 $5.33M 1.56% -178,822 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 51,218 shares; 2024Q2: 22,124 shares; 2024Q3: 21,374 shares; 2024Q4: 21,403 shares; 2025Q1: 22,509 shares; 2025Q2: 23,403 shares; 2025Q3: 23,786 shares; 2025Q4: 49,074 shares 49,074 $5.24M 1.53% +25,288 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; 2024Q1: 99,715 shares; 2024Q2: 100,214 shares; 2024Q3: 99,990 shares; 2024Q4: 99,168 shares; 2025Q1: 102,289 shares; 2025Q2: 106,269 shares; 2025Q3: 109,164 shares; 2025Q4: 112,065 shares 112,065 $5.22M 1.53% +2,901 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; 2024Q1: 37,643 shares; 2024Q2: 41,812 shares; 2024Q3: 41,456 shares; 2024Q4: 38,552 shares; 2025Q1: 36,473 shares; 2025Q2: 36,542 shares; 2025Q3: 69,020 shares; 2025Q4: 68,942 shares 68,942 $4.82M 1.41% -78 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,229 shares 109,229 $4.25M 1.25% new Timeline IGBH 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; 2024Q1: 557,213 shares; 2024Q2: 1,044,396 shares; 2024Q3: 472,620 shares; 2024Q4: 389,993 shares; 2025Q1: 395,139 shares; 2025Q2: 266,246 shares; 2025Q3: 371,564 shares; 2025Q4: 168,508 shares 168,508 $4.15M 1.22% -203,056 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,547 shares 44,547 $4.07M 1.19% new 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; 2024Q1: 8,393 shares; 2024Q2: 17,082 shares; 2024Q3: 16,275 shares; 2024Q4: 13,722 shares; 2025Q1: 8,263 shares; 2025Q2: 8,362 shares; 2025Q3: 8,475 shares; 2025Q4: 11,768 shares 11,768 $3.95M 1.16% +3,293 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 36,267 shares; 2024Q2: 36,538 shares; 2024Q3: 34,193 shares; 2024Q4: 35,032 shares; 2025Q1: 37,243 shares; 2025Q2: 38,246 shares; 2025Q3: 38,879 shares; 2025Q4: 39,679 shares 39,679 $3.74M 1.09% +800 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 94,395 shares; 2024Q2: 96,616 shares; 2024Q3: 98,912 shares; 2024Q4: 97,857 shares; 2025Q1: 106,177 shares; 2025Q2: 110,951 shares; 2025Q3: 113,936 shares; 2025Q4: 115,905 shares 115,905 $3.67M 1.08% +1,969 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,421 shares 85,421 $3.54M 1.04% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 38,059 shares; 2024Q2: 36,901 shares; 2024Q3: 37,430 shares; 2024Q4: 37,766 shares; 2025Q1: 38,832 shares; 2025Q2: 30,289 shares; 2025Q3: 30,045 shares; 2025Q4: 30,461 shares 30,461 $2.55M 0.75% +416 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,722 shares 22,722 $2.5M 0.73% new Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,722 shares 59,722 $2.48M 0.73% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,191 shares; 2024Q2: 9,409 shares; 2024Q3: 10,453 shares; 2024Q4: 9,030 shares; 2025Q1: 9,229 shares; 2025Q2: 8,887 shares; 2025Q3: 8,352 shares; 2025Q4: 8,292 shares 8,292 $2.25M 0.66% -60 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,307 shares; 2024Q2: 19,179 shares; 2024Q3: 18,994 shares; 2024Q4: 18,093 shares; 2025Q1: 18,401 shares; 2025Q2: 14,962 shares; 2025Q3: 14,961 shares; 2025Q4: 15,231 shares 15,231 $2.15M 0.63% +270 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 47,324 shares; 2024Q2: 48,493 shares; 2024Q3: 49,642 shares; 2024Q4: 50,548 shares; 2025Q1: 53,382 shares; 2025Q2: 56,467 shares; 2025Q3: 57,779 shares; 2025Q4: 58,722 shares 58,722 $1.89M 0.55% +943 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,360 shares; 2024Q2: 3,718 shares; 2024Q3: 3,709 shares; 2024Q4: 3,956 shares; 2025Q1: 3,595 shares; 2025Q2: 3,741 shares; 2025Q3: 3,691 shares; 2025Q4: 3,615 shares 3,615 $1.75M 0.51% -76 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,892 shares; 2024Q2: 2,915 shares; 2024Q3: 2,924 shares; 2024Q4: 2,982 shares; 2025Q1: 3,036 shares; 2025Q2: 3,022 shares; 2025Q3: 2,948 shares; 2025Q4: 5,548 shares 5,548 $1.74M 0.51% +2,600 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; 2024Q1: 4,547 shares; 2024Q2: 6,472 shares; 2024Q3: 6,469 shares; 2024Q4: 5,736 shares; 2025Q1: 4,644 shares; 2025Q2: 4,215 shares; 2025Q3: 4,188 shares; 2025Q4: 4,901 shares 4,901 $1.69M 0.49% +713 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; 2024Q1: 2,377 shares; 2024Q2: 2,347 shares; 2024Q3: 2,433 shares; 2024Q4: 2,529 shares; 2025Q1: 55,350 shares; 2025Q2: 30,698 shares; 2025Q3: 2,349 shares; 2025Q4: 2,414 shares 2,414 $1.65M 0.48% +65 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,418 shares 24,418 $1.64M 0.48% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,463 shares; 2025Q1: not reported; 2025Q2: 35,231 shares; 2025Q3: 36,151 shares; 2025Q4: 39,670 shares 39,670 $1.34M 0.39% +3,519 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,457 shares; 2024Q3: 4,283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,979 shares; 2025Q3: 6,156 shares; 2025Q4: 6,529 shares 6,529 $1.3M 0.38% +373 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,961 shares 19,961 $1.3M 0.38% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 40,042 shares; 2024Q2: 41,176 shares; 2024Q3: 42,002 shares; 2024Q4: 42,672 shares; 2025Q1: 44,511 shares; 2025Q2: 47,341 shares; 2025Q3: 47,898 shares; 2025Q4: 51,317 shares 51,317 $1.28M 0.38% +3,419 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,277 shares; 2024Q3: 6,230 shares; 2024Q4: 8,642 shares; 2025Q1: not reported; 2025Q2: 9,616 shares; 2025Q3: not reported; 2025Q4: 11,586 shares 11,586 $1.26M 0.37% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,129 shares; 2024Q2: 22,366 shares; 2024Q3: 21,570 shares; 2024Q4: 21,448 shares; 2025Q1: 21,956 shares; 2025Q2: 22,738 shares; 2025Q3: 22,938 shares; 2025Q4: 24,432 shares 24,432 $1.25M 0.37% +1,494 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,083 shares; 2024Q2: 8,810 shares; 2024Q3: 9,808 shares; 2024Q4: 7,959 shares; 2025Q1: 6,056 shares; 2025Q2: 5,279 shares; 2025Q3: 7,178 shares; 2025Q4: 5,784 shares 5,784 $1.08M 0.32% -1,394 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 503 shares; 2024Q2: 198 shares; 2024Q3: 3,021 shares; 2024Q4: 2,321 shares; 2025Q1: 1,566 shares; 2025Q2: 2,753 shares; 2025Q3: 3,592 shares; 2025Q4: 2,640 shares 2,640 $914K 0.27% -952 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,966 shares; 2025Q4: 30,159 shares 30,159 $869K 0.25% +11,193 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; 2024Q1: not reported; 2024Q2: 3,970 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,035 shares 3,035 $866K 0.25% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 5,013 shares; 2024Q3: 4,430 shares; 2024Q4: 1,480 shares; 2025Q1: not reported; 2025Q2: 929 shares; 2025Q3: 1,399 shares; 2025Q4: 1,250 shares 1,250 $842K 0.25% -149 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: 1,857 shares 1,857 $835K 0.24% +779 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675 shares 675 $820K 0.24% new 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; 2024Q1: 3,275 shares; 2024Q2: 3,639 shares; 2024Q3: 3,337 shares; 2024Q4: 2,998 shares; 2025Q1: 2,990 shares; 2025Q2: 3,159 shares; 2025Q3: 3,096 shares; 2025Q4: 3,347 shares 3,347 $773K 0.23% +251 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,489 shares 10,489 $655K 0.19% new Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,176 shares 8,176 $639K 0.19% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,543 shares; 2024Q2: 18,016 shares; 2024Q3: 18,342 shares; 2024Q4: 14,866 shares; 2025Q1: 9,208 shares; 2025Q2: 8,753 shares; 2025Q3: 7,659 shares; 2025Q4: 7,265 shares 7,265 $634K 0.19% -394 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; 2024Q1: 1,592 shares; 2024Q2: 1,602 shares; 2024Q3: 2,241 shares; 2024Q4: 2,252 shares; 2025Q1: 2,999 shares; 2025Q2: 3,105 shares; 2025Q3: 2,017 shares; 2025Q4: 2,061 shares 2,061 $610K 0.18% +44 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,753 shares; 2024Q3: 3,197 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,967 shares; 2025Q3: 2,049 shares; 2025Q4: 1,942 shares 1,942 $598K 0.18% -107 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; 2024Q1: 2,126 shares; 2024Q2: 2,096 shares; 2024Q3: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 2,065 shares; 2025Q3: 2,031 shares; 2025Q4: 4,062 shares 4,062 $585K 0.17% +2,031 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; 2024Q1: 5,752 shares; 2024Q2: 5,781 shares; 2024Q3: 5,614 shares; 2024Q4: 5,644 shares; 2025Q1: 5,707 shares; 2025Q2: 6,130 shares; 2025Q3: 6,662 shares; 2025Q4: 6,971 shares 6,971 $537K 0.16% +309 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,167 shares; 2025Q4: 7,244 shares 7,244 $526K 0.15% +1,077 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; 2024Q1: 1,398 shares; 2024Q2: 1,285 shares; 2024Q3: 538 shares; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 618 shares; 2025Q3: 679 shares; 2025Q4: 790 shares 790 $521K 0.15% +111 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,199 shares; 2024Q2: 13,062 shares; 2024Q3: 13,442 shares; 2024Q4: 13,459 shares; 2025Q1: 11,738 shares; 2025Q2: 10,439 shares; 2025Q3: 11,643 shares; 2025Q4: 12,019 shares 12,019 $515K 0.15% +376 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; 2024Q1: 2,770 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,334 shares 2,334 $500K 0.15% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,592 shares; 2025Q4: 4,597 shares 4,597 $459K 0.13% -995 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,943 shares 1,943 $454K 0.13% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,388 shares 2,388 $441K 0.13% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,333 shares; 2025Q4: 2,556 shares 2,556 $438K 0.13% -777 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares 757 $434K 0.13% new 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; 2024Q1: 1,519 shares; 2024Q2: 1,719 shares; 2024Q3: 1,514 shares; 2024Q4: 1,466 shares; 2025Q1: 1,518 shares; 2025Q2: 1,425 shares; 2025Q3: 1,399 shares; 2025Q4: 1,345 shares 1,345 $433K 0.13% -54 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,052 shares 3,052 $432K 0.13% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,037 shares; 2025Q4: 1,163 shares 1,163 $429K 0.13% -874 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares 2,211 $428K 0.13% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,946 shares; 2024Q4: 6,829 shares; 2025Q1: not reported; 2025Q2: 5,127 shares; 2025Q3: 2,637 shares; 2025Q4: 2,404 shares 2,404 $427K 0.13% -233 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; 2024Q1: not reported; 2024Q2: 5,406 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,667 shares; 2025Q4: 2,430 shares 2,430 $419K 0.12% -1,237 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,725 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,661 shares; 2025Q4: 4,766 shares 4,766 $417K 0.12% -895 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,759 shares 1,759 $400K 0.12% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 527 shares; 2025Q4: 454 shares 454 $399K 0.12% -73 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 381 shares; 2024Q2: 344 shares; 2024Q3: 504 shares; 2024Q4: 704 shares; 2025Q1: 629 shares; 2025Q2: 861 shares; 2025Q3: 633 shares; 2025Q4: 4,245 shares 4,245 $398K 0.12% +3,612 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; 2024Q1: not reported; 2024Q2: 15,166 shares; 2024Q3: 19,418 shares; 2024Q4: 9,116 shares; 2025Q1: not reported; 2025Q2: 4,444 shares; 2025Q3: 3,468 shares; 2025Q4: 3,492 shares 3,492 $395K 0.12% +24 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,499 shares 1,499 $392K 0.11% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,416 shares; 2025Q2: 3,421 shares; 2025Q3: 3,545 shares; 2025Q4: 3,362 shares 3,362 $390K 0.11% -183 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; 2024Q1: 3,532 shares; 2024Q2: 3,690 shares; 2024Q3: 3,883 shares; 2024Q4: 3,832 shares; 2025Q1: 2,374 shares; 2025Q2: 3,516 shares; 2025Q3: 3,405 shares; 2025Q4: 3,235 shares 3,235 $389K 0.11% -170 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,122 shares; 2025Q3: 3,035 shares; 2025Q4: 2,846 shares 2,846 $385K 0.11% -189 Timeline BLTE BELITE BIO INC More: the full row for BELITE BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,399 shares 2,399 $384K 0.11% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,342 shares 10,342 $382K 0.11% 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; 2024Q1: 1,191 shares; 2024Q2: 1,166 shares; 2024Q3: 1,165 shares; 2024Q4: 1,167 shares; 2025Q1: 782 shares; 2025Q2: 737 shares; 2025Q3: 721 shares; 2025Q4: 755 shares 755 $380K 0.11% +34 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 1,374 shares 1,374 $378K 0.11% -390 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,501 shares; 2025Q3: 10,148 shares; 2025Q4: 9,759 shares 9,759 $376K 0.11% -389 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 344 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411 shares 411 $373K 0.11% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,152 shares; 2024Q2: 4,319 shares; 2024Q3: not reported; 2024Q4: 2,952 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,285 shares 2,285 $370K 0.11% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,380 shares 5,380 $370K 0.11% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,263 shares 4,263 $364K 0.11% new Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,095 shares; 2025Q4: 28,780 shares 28,780 $359K 0.11% -10,315 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,854 shares; 2025Q4: 13,175 shares 13,175 $345K 0.1% -4,679 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,108 shares; 2025Q3: 5,041 shares; 2025Q4: 6,483 shares 6,483 $328K 0.1% +1,442 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares 1,871 $326K 0.1% new 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; 2024Q1: not reported; 2024Q2: 10,069 shares; 2024Q3: 12,217 shares; 2024Q4: 11,601 shares; 2025Q1: 11,366 shares; 2025Q2: 12,127 shares; 2025Q3: 11,997 shares; 2025Q4: 12,958 shares 12,958 $322K 0.09% +961 Timeline CAN CANAAN INC More: the full row for CANAAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463,223 shares 463,223 $320K 0.09% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares 1,002 $314K 0.09% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,654 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,713 shares 1,713 $304K 0.09% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,489 shares; 2024Q2: 4,282 shares; 2024Q3: 4,287 shares; 2024Q4: 4,277 shares; 2025Q1: 3,906 shares; 2025Q2: 3,406 shares; 2025Q3: 3,630 shares; 2025Q4: 3,669 shares 3,669 $296K 0.09% +39 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; 2024Q1: 424 shares; 2024Q2: 549 shares; 2024Q3: 484 shares; 2024Q4: 519 shares; 2025Q1: 368 shares; 2025Q2: 392 shares; 2025Q3: 341 shares; 2025Q4: 341 shares 341 $294K 0.09% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,165 shares; 2025Q4: 1,159 shares 1,159 $280K 0.08% -6 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,369 shares; 2024Q2: 5,140 shares; 2024Q3: 5,119 shares; 2024Q4: 3,857 shares; 2025Q1: 1,995 shares; 2025Q2: 1,870 shares; 2025Q3: 1,920 shares; 2025Q4: 1,808 shares 1,808 $276K 0.08% -112 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,045 shares; 2024Q3: 1,055 shares; 2024Q4: 1,023 shares; 2025Q1: 1,052 shares; 2025Q2: 968 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $258K 0.08% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,145 shares; 2024Q2: 2,818 shares; 2024Q3: 2,801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,353 shares; 2025Q3: not reported; 2025Q4: 2,522 shares 2,522 $250K 0.07% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 551 shares; 2024Q3: 438 shares; 2024Q4: 415 shares; 2025Q1: 418 shares; 2025Q2: 387 shares; 2025Q3: 392 shares; 2025Q4: 400 shares 400 $228K 0.07% +8 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,885 shares; 2024Q2: 6,585 shares; 2024Q3: 5,086 shares; 2024Q4: 5,062 shares; 2025Q1: 5,062 shares; 2025Q2: 5,178 shares; 2025Q3: 4,891 shares; 2025Q4: 4,555 shares 4,555 $224K 0.07% -336 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,418 shares; 2024Q2: not reported; 2024Q3: 3,642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,347 shares; 2025Q3: 1,341 shares; 2025Q4: 1,382 shares 1,382 $221K 0.06% +41 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,030 shares; 2024Q2: 1,009 shares; 2024Q3: 983 shares; 2024Q4: 998 shares; 2025Q1: 1,027 shares; 2025Q2: 987 shares; 2025Q3: 663 shares; 2025Q4: 620 shares 620 $217K 0.06% -43 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; 2024Q1: 62,015 shares; 2024Q2: 54,513 shares; 2024Q3: 49,209 shares; 2024Q4: 50,377 shares; 2025Q1: 30,030 shares; 2025Q2: 601 shares; 2025Q3: 462 shares; 2025Q4: 442 shares 442 $216K 0.06% -20 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,423 shares; 2025Q3: 1,417 shares; 2025Q4: 1,421 shares 1,421 $215K 0.06% +4 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; 2024Q1: not reported; 2024Q2: 255 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198 shares 198 $213K 0.06% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,115 shares; 2025Q3: not reported; 2025Q4: 1,908 shares 1,908 $213K 0.06% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 234 shares 234 $206K 0.06% -37 Timeline