AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,192 shares; 2025Q1: 38,529 shares; 2025Q2: 38,530 shares; 2025Q3: 38,504 shares; 2025Q4: 38,319 shares; 2026Q1: 38,532 shares; 2026Q2: 39,502 shares; 2026Q3: 39,071 shares 39,071 $13M 7.38% -431 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,891 shares; 2025Q3: 16,163 shares; 2025Q4: 16,094 shares; 2026Q1: 16,126 shares; 2026Q2: 16,347 shares; 2026Q3: 16,328 shares 16,328 $11.8M 6.72% -19 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,381 shares; 2025Q1: 18,930 shares; 2025Q2: 18,930 shares; 2025Q3: 18,913 shares; 2025Q4: 18,836 shares; 2026Q1: 22,020 shares; 2026Q2: 22,603 shares; 2026Q3: 22,604 shares 22,604 $11.6M 6.58% +1 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390,746 shares; 2025Q3: 440,048 shares; 2025Q4: 439,806 shares; 2026Q1: 435,918 shares; 2026Q2: 433,542 shares; 2026Q3: 429,363 shares 429,363 $10.5M 5.97% -4,179 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,636 shares; 2026Q1: 372,782 shares; 2026Q2: 357,852 shares; 2026Q3: 359,942 shares 359,942 $9.51M 5.4% +2,090 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,486 shares; 2025Q1: 75,785 shares; 2025Q2: 75,627 shares; 2025Q3: 82,612 shares; 2025Q4: 82,378 shares; 2026Q1: 81,255 shares; 2026Q2: 77,614 shares; 2026Q3: 77,623 shares 77,623 $8.35M 4.73% +9 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,274 shares; 2026Q3: 76,760 shares 76,760 $8.17M 4.64% +486 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,370 shares; 2025Q1: 25,434 shares; 2025Q2: 25,415 shares; 2025Q3: 25,315 shares; 2025Q4: 25,279 shares; 2026Q1: 24,084 shares; 2026Q2: 23,423 shares; 2026Q3: 23,327 shares 23,327 $8.03M 4.55% -96 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,395 shares; 2026Q2: 33,747 shares; 2026Q3: 33,747 shares 33,747 $7.71M 4.37% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,620 shares; 2026Q2: 38,576 shares; 2026Q3: 38,568 shares 38,568 $7.29M 4.14% -8 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; 2024Q4: 6,995 shares; 2025Q1: 7,066 shares; 2025Q2: 7,066 shares; 2025Q3: 7,154 shares; 2025Q4: 7,150 shares; 2026Q1: not reported; 2026Q2: 6,989 shares; 2026Q3: 27,144 shares 27,144 $7.19M 4.08% +20,155 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 216,438 shares; 2025Q1: 217,014 shares; 2025Q2: 216,281 shares; 2025Q3: 269,504 shares; 2025Q4: 273,077 shares; 2026Q1: 269,946 shares; 2026Q2: 261,452 shares; 2026Q3: 260,701 shares 260,701 $6.93M 3.93% -751 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; 2024Q4: 917 shares; 2025Q1: not reported; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: not reported; 2026Q1: 22,446 shares; 2026Q2: 27,702 shares; 2026Q3: 27,702 shares 27,702 $6.9M 3.91% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,257 shares; 2025Q1: 22,187 shares; 2025Q2: 22,188 shares; 2025Q3: 22,090 shares; 2025Q4: 21,935 shares; 2026Q1: 20,968 shares; 2026Q2: 19,589 shares; 2026Q3: 19,566 shares 19,566 $6.67M 3.78% -23 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,038 shares; 2026Q3: 18,039 shares 18,039 $6.62M 3.76% +1 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; 2024Q4: 11,623 shares; 2025Q1: 11,460 shares; 2025Q2: 11,459 shares; 2025Q3: 10,754 shares; 2025Q4: 10,532 shares; 2026Q1: not reported; 2026Q2: 8,746 shares; 2026Q3: 8,686 shares 8,686 $6.42M 3.64% -60 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,236 shares; 2025Q1: 22,290 shares; 2025Q2: 21,745 shares; 2025Q3: 21,042 shares; 2025Q4: 20,902 shares; 2026Q1: 19,724 shares; 2026Q2: 17,749 shares; 2026Q3: 17,650 shares 17,650 $6.2M 3.52% -99 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,016 shares; 2026Q3: 33,024 shares 33,024 $4.53M 2.57% +4,008 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,664 shares; 2026Q1: 106,092 shares; 2026Q2: 108,034 shares; 2026Q3: 108,115 shares 108,115 $3.08M 1.75% +81 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,015 shares; 2025Q1: 5,042 shares; 2025Q2: 5,042 shares; 2025Q3: 5,033 shares; 2025Q4: 5,024 shares; 2026Q1: not reported; 2026Q2: 4,638 shares; 2026Q3: 4,638 shares 4,638 $2.42M 1.37% 0 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; 2024Q4: 155,733 shares; 2025Q1: 161,076 shares; 2025Q2: 173,036 shares; 2025Q3: 138,648 shares; 2025Q4: 121,230 shares; 2026Q1: 40,341 shares; 2026Q2: 25,644 shares; 2026Q3: 23,447 shares 23,447 $2.15M 1.22% -2,197 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,300 shares; 2025Q1: 7,264 shares; 2025Q2: 5,544 shares; 2025Q3: 5,545 shares; 2025Q4: 5,578 shares; 2026Q1: not reported; 2026Q2: 5,704 shares; 2026Q3: 5,603 shares 5,603 $1.99M 1.13% -101 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,988 shares; 2025Q4: 24,419 shares; 2026Q1: 23,296 shares; 2026Q2: 22,286 shares; 2026Q3: 22,269 shares 22,269 $1.93M 1.1% -17 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,395 shares; 2025Q1: 22,530 shares; 2025Q2: 22,530 shares; 2025Q3: 22,429 shares; 2025Q4: 22,414 shares; 2026Q1: 21,623 shares; 2026Q2: 19,872 shares; 2026Q3: 19,872 shares 19,872 $1.83M 1.04% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,730 shares; 2025Q1: 3,754 shares; 2025Q2: 3,754 shares; 2025Q3: 3,745 shares; 2025Q4: 3,746 shares; 2026Q1: not reported; 2026Q2: 3,393 shares; 2026Q3: 3,393 shares 3,393 $1.83M 1.04% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,869 shares; 2026Q3: 16,684 shares 16,684 $1.68M 0.95% +5,815 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,655 shares; 2025Q3: 1,652 shares; 2025Q4: 1,651 shares; 2026Q1: not reported; 2026Q2: 1,440 shares; 2026Q3: 1,440 shares 1,440 $1.56M 0.88% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,397 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: not reported; 2026Q2: 2,245 shares; 2026Q3: 2,245 shares 2,245 $976K 0.55% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,308 shares; 2025Q1: 56,187 shares; 2025Q2: 55,991 shares; 2025Q3: 56,949 shares; 2025Q4: 56,624 shares; 2026Q1: 56,598 shares; 2026Q2: 10,550 shares; 2026Q3: 14,541 shares 14,541 $883K 0.5% +3,991 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,920 shares; 2025Q3: 18,910 shares; 2025Q4: 18,910 shares; 2026Q1: 18,670 shares; 2026Q2: 18,670 shares; 2026Q3: 18,670 shares 18,670 $635K 0.36% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,010 shares; 2025Q1: 26,288 shares; 2025Q2: 26,193 shares; 2025Q3: 26,630 shares; 2025Q4: 26,471 shares; 2026Q1: 20,759 shares; 2026Q2: 4,506 shares; 2026Q3: 4,506 shares 4,506 $531K 0.3% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,440 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: not reported; 2026Q2: 1,969 shares; 2026Q3: 1,969 shares 1,969 $521K 0.3% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,194 shares; 2025Q1: 13,356 shares; 2025Q2: 13,312 shares; 2025Q3: 13,586 shares; 2025Q4: 13,527 shares; 2026Q1: 13,533 shares; 2026Q2: 2,189 shares; 2026Q3: 1,796 shares 1,796 $484K 0.27% -393 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,490 shares; 2025Q1: 27,861 shares; 2025Q2: 27,780 shares; 2025Q3: 27,961 shares; 2025Q4: 27,861 shares; 2026Q1: 27,838 shares; 2026Q2: 4,338 shares; 2026Q3: 4,338 shares 4,338 $481K 0.27% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,997 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares; 2025Q4: 3,673 shares; 2026Q1: not reported; 2026Q2: 3,673 shares; 2026Q3: 3,663 shares 3,663 $464K 0.26% -10 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,167 shares; 2026Q3: 3,169 shares 3,169 $461K 0.26% +2 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,137 shares; 2025Q1: 53,080 shares; 2025Q2: 52,944 shares; 2025Q3: 54,502 shares; 2025Q4: 54,323 shares; 2026Q1: 54,291 shares; 2026Q2: 7,822 shares; 2026Q3: 7,822 shares 7,822 $456K 0.26% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,406 shares; 2025Q1: 3,446 shares; 2025Q2: 3,487 shares; 2025Q3: 3,529 shares; 2025Q4: 3,566 shares; 2026Q1: not reported; 2026Q2: 3,660 shares; 2026Q3: 3,701 shares 3,701 $420K 0.24% +41 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,314 shares; 2025Q1: 33,739 shares; 2025Q2: 33,607 shares; 2025Q3: 33,791 shares; 2025Q4: 33,590 shares; 2026Q1: 17,974 shares; 2026Q2: 5,086 shares; 2026Q3: 4,154 shares 4,154 $402K 0.23% -932 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,580 shares; 2026Q1: not reported; 2026Q2: 14,207 shares; 2026Q3: 14,207 shares 14,207 $374K 0.21% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,068 shares; 2025Q1: 92,136 shares; 2025Q2: 91,817 shares; 2025Q3: 93,439 shares; 2025Q4: 92,979 shares; 2026Q1: 45,810 shares; 2026Q2: 14,057 shares; 2026Q3: 11,132 shares 11,132 $373K 0.21% -2,925 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,349 shares; 2026Q3: 4,307 shares 4,307 $371K 0.21% -42 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,413 shares; 2026Q3: 2,391 shares 2,391 $347K 0.2% -22 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,969 shares 2,969 $336K 0.19% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,510 shares; 2026Q3: 6,401 shares 6,401 $294K 0.17% -109 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 181,258 shares; 2025Q1: 183,828 shares; 2025Q2: 183,185 shares; 2025Q3: 194,239 shares; 2025Q4: 193,742 shares; 2026Q1: 99,066 shares; 2026Q2: 23,941 shares; 2026Q3: 20,160 shares 20,160 $293K 0.17% -3,781 Timeline FCNTX FIDELITY CONTRAFUND More: the full row for FIDELITY CONTRAFUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,790 shares; 2026Q3: 9,790 shares 9,790 $270K 0.15% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,510 shares; 2025Q1: not reported; 2025Q2: 8,910 shares; 2025Q3: 8,906 shares; 2025Q4: 8,906 shares; 2026Q1: not reported; 2026Q2: 8,918 shares; 2026Q3: 8,933 shares 8,933 $262K 0.15% +15 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,030 shares; 2026Q3: 6,972 shares 6,972 $247K 0.14% -58 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; 2024Q4: 2,707 shares; 2025Q1: not reported; 2025Q2: 2,707 shares; 2025Q3: 2,707 shares; 2025Q4: 2,707 shares; 2026Q1: not reported; 2026Q2: 2,707 shares; 2026Q3: 2,707 shares 2,707 $234K 0.13% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 419 shares; 2026Q3: 419 shares 419 $214K 0.12% 0 Timeline SWVXX SCHWA PRIME ADV MONEY FD-INV More: the full row for SCHWA PRIME ADV MONEY FD-INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares; 2026Q3: 11,000 shares 11,000 $11K 0.01% 0 Timeline