IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,569 shares; 2024Q4: 86,882 shares; 2025Q1: 517,176 shares; 2025Q2: 522,685 shares; 2025Q3: 528,706 shares; 2025Q4: 526,701 shares; 2026Q1: 521,612 shares; 2026Q2: 516,618 shares 516,618 $39M 5.78% -4,994 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,270 shares; 2024Q4: 166,632 shares; 2025Q1: 87,190 shares; 2025Q2: 86,159 shares; 2025Q3: 142,515 shares; 2025Q4: 142,121 shares; 2026Q1: 102,775 shares; 2026Q2: 105,604 shares 105,604 $37.7M 5.59% +2,829 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,720 shares; 2024Q4: 79,093 shares; 2025Q1: 78,543 shares; 2025Q2: 78,230 shares; 2025Q3: 77,297 shares; 2025Q4: 77,088 shares; 2026Q1: 75,658 shares; 2026Q2: 75,269 shares 75,269 $37.7M 5.58% -389 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,336 shares; 2024Q4: 39,493 shares; 2025Q1: 39,186 shares; 2025Q2: 38,993 shares; 2025Q3: 38,547 shares; 2025Q4: 38,503 shares; 2026Q1: 38,284 shares; 2026Q2: 38,747 shares 38,747 $36.2M 5.37% +463 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,506 shares; 2024Q4: 165,499 shares; 2025Q1: 74,736 shares; 2025Q2: 150,488 shares; 2025Q3: 149,254 shares; 2025Q4: 145,265 shares; 2026Q1: 144,621 shares; 2026Q2: 144,840 shares 144,840 $29M 4.29% +219 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,171 shares; 2026Q1: 8,299 shares; 2026Q2: 23,236 shares 23,236 $27.3M 4.04% +14,937 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,173 shares; 2024Q4: 124,998 shares; 2025Q1: 16,028 shares; 2025Q2: 10,760 shares; 2025Q3: 102,375 shares; 2025Q4: 105,609 shares; 2026Q1: 105,950 shares; 2026Q2: 106,241 shares 106,241 $27M 4% +291 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 124,173 shares; 2025Q1: 59,682 shares; 2025Q2: 99,125 shares; 2025Q3: 100,518 shares; 2025Q4: 51,614 shares; 2026Q1: 32,576 shares; 2026Q2: 81,210 shares 81,210 $26.6M 3.94% +48,634 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,615 shares; 2024Q4: 3,665 shares; 2025Q1: 3,282 shares; 2025Q2: 129,276 shares; 2025Q3: 128,591 shares; 2025Q4: 128,426 shares; 2026Q1: 127,920 shares; 2026Q2: 128,485 shares 128,485 $24.4M 3.61% +565 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,553 shares; 2025Q1: not reported; 2025Q2: 55,013 shares; 2025Q3: 55,617 shares; 2025Q4: 25,137 shares; 2026Q1: 13,711 shares; 2026Q2: 22,251 shares 22,251 $23.7M 3.51% +8,540 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,963 shares; 2024Q4: 47,705 shares; 2025Q1: 33,809 shares; 2025Q2: 42,537 shares; 2025Q3: 42,585 shares; 2025Q4: 44,435 shares; 2026Q1: 31,370 shares; 2026Q2: 30,840 shares 30,840 $23.1M 3.42% -530 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,370 shares; 2024Q4: 21,838 shares; 2025Q1: 14,323 shares; 2025Q2: 13,811 shares; 2025Q3: 11,969 shares; 2025Q4: 252,024 shares; 2026Q1: 166,864 shares; 2026Q2: 167,632 shares 167,632 $21.5M 3.19% +768 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,143 shares; 2024Q4: 64,943 shares; 2025Q1: 63,953 shares; 2025Q2: 63,441 shares; 2025Q3: 62,428 shares; 2025Q4: 61,953 shares; 2026Q1: 50,592 shares; 2026Q2: 50,944 shares 50,944 $20.3M 3% +352 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,156 shares; 2024Q4: 53,524 shares; 2025Q1: 34,479 shares; 2025Q2: 68,788 shares; 2025Q3: 67,898 shares; 2025Q4: 74,073 shares; 2026Q1: 43,745 shares; 2026Q2: 52,200 shares 52,200 $19.5M 2.88% +8,455 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,174 shares; 2025Q3: 97,280 shares; 2025Q4: 49,038 shares; 2026Q1: 49,611 shares; 2026Q2: 51,226 shares 51,226 $19.1M 2.84% +1,615 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,024 shares; 2024Q4: 94,270 shares; 2025Q1: 90,763 shares; 2025Q2: 81,227 shares; 2025Q3: 115,727 shares; 2025Q4: 78,783 shares; 2026Q1: 47,050 shares; 2026Q2: 78,710 shares 78,710 $18.8M 2.78% +31,660 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,611 shares; 2024Q4: 140,965 shares; 2025Q1: 136,747 shares; 2025Q2: 133,354 shares; 2025Q3: 132,728 shares; 2025Q4: 133,840 shares; 2026Q1: 133,274 shares; 2026Q2: 133,077 shares 133,077 $18.2M 2.69% -197 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,000 shares; 2025Q3: 48,321 shares; 2025Q4: 214,820 shares; 2026Q1: 103,402 shares; 2026Q2: 184,768 shares 184,768 $17.6M 2.61% +81,366 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,658 shares; 2024Q4: 45,934 shares; 2025Q1: 2,929 shares; 2025Q2: 2,759 shares; 2025Q3: 5,204 shares; 2025Q4: 2,964 shares; 2026Q1: 2,745 shares; 2026Q2: 33,269 shares 33,269 $17.4M 2.58% +30,524 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,952 shares; 2024Q4: 216,510 shares; 2025Q1: 196,338 shares; 2025Q2: 249,158 shares; 2025Q3: 244,328 shares; 2025Q4: 244,971 shares; 2026Q1: 148,257 shares; 2026Q2: 149,943 shares 149,943 $17M 2.52% +1,686 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: 4,163 shares; 2025Q1: 3,863 shares; 2025Q2: 135,635 shares; 2025Q3: 143,748 shares; 2025Q4: 126,212 shares; 2026Q1: 126,849 shares; 2026Q2: 134,049 shares 134,049 $17M 2.51% +7,200 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,965 shares; 2024Q4: 18,860 shares; 2025Q1: 18,795 shares; 2025Q2: 5,982 shares; 2025Q3: 5,692 shares; 2025Q4: 5,632 shares; 2026Q1: 5,654 shares; 2026Q2: 11,804 shares 11,804 $14.2M 2.1% +6,150 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,492 shares; 2024Q4: 90,297 shares; 2025Q1: 43,922 shares; 2025Q2: 8,266 shares; 2025Q3: 7,229 shares; 2025Q4: 6,189 shares; 2026Q1: 6,066 shares; 2026Q2: 47,969 shares 47,969 $13M 1.92% +41,903 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,525 shares; 2025Q1: 1,465 shares; 2025Q2: 9,006 shares; 2025Q3: 73,697 shares; 2025Q4: 5,519 shares; 2026Q1: 40,610 shares; 2026Q2: 44,760 shares 44,760 $9.69M 1.44% +4,150 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282,330 shares; 2025Q4: 306,875 shares; 2026Q1: 162,684 shares; 2026Q2: 160,666 shares 160,666 $9.26M 1.37% -2,018 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,626 shares; 2024Q4: 2,621 shares; 2025Q1: 2,623 shares; 2025Q2: 12,885 shares; 2025Q3: 13,064 shares; 2025Q4: 12,812 shares; 2026Q1: 11,517 shares; 2026Q2: 12,305 shares 12,305 $9.06M 1.34% +788 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,725 shares; 2024Q4: 22,099 shares; 2025Q1: 21,890 shares; 2025Q2: 20,722 shares; 2025Q3: 20,740 shares; 2025Q4: 20,688 shares; 2026Q1: 20,996 shares; 2026Q2: 29,147 shares 29,147 $8.43M 1.25% +8,151 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,388 shares; 2026Q2: 32,693 shares 32,693 $7.93M 1.17% -1,695 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,209 shares; 2024Q4: 5,217 shares; 2025Q1: 5,107 shares; 2025Q2: 5,045 shares; 2025Q3: 5,070 shares; 2025Q4: 5,170 shares; 2026Q1: 5,195 shares; 2026Q2: 18,865 shares 18,865 $6.83M 1.01% +13,670 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,356 shares; 2024Q4: 2,041 shares; 2025Q1: 1,996 shares; 2025Q2: 2,531 shares; 2025Q3: 14,447 shares; 2025Q4: 1,698 shares; 2026Q1: 2,435 shares; 2026Q2: 3,457 shares 3,457 $4.7M 0.7% +1,022 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,565 shares; 2024Q4: 15,562 shares; 2025Q1: 15,000 shares; 2025Q2: 15,008 shares; 2025Q3: 14,507 shares; 2025Q4: 14,507 shares; 2026Q1: 14,507 shares; 2026Q2: 14,507 shares 14,507 $3.95M 0.58% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,633 shares; 2024Q4: 229,764 shares; 2025Q1: 60,079 shares; 2025Q2: 65,065 shares; 2025Q3: 64,350 shares; 2025Q4: 29,538 shares; 2026Q1: 29,339 shares; 2026Q2: 33,552 shares 33,552 $3.91M 0.58% +4,213 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,704 shares; 2024Q4: 16,919 shares; 2025Q1: 16,612 shares; 2025Q2: 18,141 shares; 2025Q3: 18,491 shares; 2025Q4: 18,484 shares; 2026Q1: 18,687 shares; 2026Q2: 18,311 shares 18,311 $3.04M 0.45% -376 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,361 shares; 2025Q2: 453 shares; 2025Q3: 544 shares; 2025Q4: 561 shares; 2026Q1: 613 shares; 2026Q2: 5,236 shares 5,236 $2.95M 0.44% +4,623 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 234,554 shares; 2025Q1: 214,328 shares; 2025Q2: 279,788 shares; 2025Q3: 279,177 shares; 2025Q4: 24,578 shares; 2026Q1: 24,443 shares; 2026Q2: 24,693 shares 24,693 $2.9M 0.43% +250 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,726 shares; 2024Q4: 4,854 shares; 2025Q1: 4,583 shares; 2025Q2: 4,543 shares; 2025Q3: 4,551 shares; 2025Q4: 4,514 shares; 2026Q1: 3,817 shares; 2026Q2: 3,802 shares 3,802 $2.84M 0.42% -15 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,586 shares; 2024Q4: 11,425 shares; 2025Q1: 11,434 shares; 2025Q2: 11,445 shares; 2025Q3: 11,445 shares; 2025Q4: 11,445 shares; 2026Q1: 11,310 shares; 2026Q2: 11,083 shares 11,083 $2.79M 0.41% -227 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,745 shares; 2025Q4: 14,020 shares; 2026Q1: 14,048 shares; 2026Q2: 13,820 shares 13,820 $2.44M 0.36% -228 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,308 shares; 2024Q4: 3,308 shares; 2025Q1: 2,693 shares; 2025Q2: 28,365 shares; 2025Q3: 28,576 shares; 2025Q4: 28,267 shares; 2026Q1: 27,816 shares; 2026Q2: 25,559 shares 25,559 $2.21M 0.33% -2,257 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,572 shares; 2024Q4: 24,954 shares; 2025Q1: 24,154 shares; 2025Q2: 24,184 shares; 2025Q3: 24,184 shares; 2025Q4: 23,802 shares; 2026Q1: 23,802 shares; 2026Q2: 23,802 shares 23,802 $1.97M 0.29% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,235 shares; 2025Q1: 24,500 shares; 2025Q2: not reported; 2025Q3: 19,125 shares; 2025Q4: 1,227 shares; 2026Q1: 1,220 shares; 2026Q2: 1,920 shares 1,920 $1.94M 0.29% +700 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,282 shares; 2024Q4: 69,041 shares; 2025Q1: 45,544 shares; 2025Q2: 2,338 shares; 2025Q3: 2,368 shares; 2025Q4: 2,318 shares; 2026Q1: 2,378 shares; 2026Q2: 2,478 shares 2,478 $1.88M 0.28% +100 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,880 shares; 2024Q4: 27,925 shares; 2025Q1: 27,810 shares; 2025Q2: 25,400 shares; 2025Q3: 25,265 shares; 2025Q4: 25,151 shares; 2026Q1: 24,509 shares; 2026Q2: 24,079 shares 24,079 $1.86M 0.28% -430 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,059 shares; 2024Q4: 6,563 shares; 2025Q1: 6,564 shares; 2025Q2: 70,850 shares; 2025Q3: 69,960 shares; 2025Q4: 5,887 shares; 2026Q1: 5,137 shares; 2026Q2: 5,313 shares 5,313 $1.82M 0.27% +176 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,655 shares; 2024Q4: 12,690 shares; 2025Q1: 12,690 shares; 2025Q2: 12,580 shares; 2025Q3: 12,580 shares; 2025Q4: 12,580 shares; 2026Q1: 12,258 shares; 2026Q2: 12,258 shares 12,258 $1.69M 0.25% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.22% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,249 shares; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 4,022 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares; 2026Q1: 4,008 shares; 2026Q2: 4,002 shares 4,002 $1.48M 0.22% -6 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,054 shares; 2024Q4: 16,084 shares; 2025Q1: 15,686 shares; 2025Q2: 13,345 shares; 2025Q3: 13,070 shares; 2025Q4: 11,357 shares; 2026Q1: 11,300 shares; 2026Q2: 9,946 shares 9,946 $1.48M 0.22% -1,354 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,318 shares; 2024Q4: 25,783 shares; 2025Q1: 3,125 shares; 2025Q2: 3,211 shares; 2025Q3: 3,211 shares; 2025Q4: 11,211 shares; 2026Q1: 8,214 shares; 2026Q2: 8,764 shares 8,764 $1.36M 0.2% +550 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,088 shares; 2024Q4: 6,101 shares; 2025Q1: 6,102 shares; 2025Q2: 6,142 shares; 2025Q3: 6,142 shares; 2025Q4: 6,142 shares; 2026Q1: 5,990 shares; 2026Q2: 5,935 shares 5,935 $1.35M 0.2% -55 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,056 shares; 2024Q4: 22,435 shares; 2025Q1: 17,370 shares; 2025Q2: 13,710 shares; 2025Q3: 13,650 shares; 2025Q4: 12,270 shares; 2026Q1: 12,270 shares; 2026Q2: 11,270 shares 11,270 $1.27M 0.19% -1,000 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,447 shares; 2024Q4: 10,857 shares; 2025Q1: 3,348 shares; 2025Q2: 15,956 shares; 2025Q3: 14,041 shares; 2025Q4: 13,101 shares; 2026Q1: 13,240 shares; 2026Q2: 15,486 shares 15,486 $1.26M 0.19% +2,246 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,050 shares; 2024Q4: 69,897 shares; 2025Q1: 39,221 shares; 2025Q2: 3,613 shares; 2025Q3: 3,343 shares; 2025Q4: 3,318 shares; 2026Q1: 3,294 shares; 2026Q2: 3,489 shares 3,489 $1.23M 0.18% +195 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,933 shares; 2024Q4: 4,283 shares; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 4,283 shares; 2025Q4: 4,283 shares; 2026Q1: 4,283 shares; 2026Q2: 4,283 shares 4,283 $1.19M 0.18% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,968 shares 9,968 $1.17M 0.17% 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; 2024Q3: 12,400 shares; 2024Q4: not reported; 2025Q1: 10,294 shares; 2025Q2: 18,919 shares; 2025Q3: 8,519 shares; 2025Q4: 6,769 shares; 2026Q1: 6,769 shares; 2026Q2: 8,256 shares 8,256 $1.15M 0.17% +1,487 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,616 shares; 2024Q4: 25,616 shares; 2025Q1: 23,091 shares; 2025Q2: 22,731 shares; 2025Q3: 22,731 shares; 2025Q4: 22,381 shares; 2026Q1: 22,381 shares; 2026Q2: 22,937 shares 22,937 $1.09M 0.16% +556 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,871 shares; 2025Q1: 4,006 shares; 2025Q2: 2,949 shares; 2025Q3: 2,904 shares; 2025Q4: 2,896 shares; 2026Q1: 1,638 shares; 2026Q2: 1,638 shares 1,638 $952K 0.14% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,861 shares; 2025Q1: 1,911 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,767 shares; 2026Q1: 1,780 shares; 2026Q2: 1,842 shares 1,842 $946K 0.14% +62 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,334 shares; 2024Q4: 10,215 shares; 2025Q1: 10,215 shares; 2025Q2: 10,233 shares; 2025Q3: 10,233 shares; 2025Q4: 10,233 shares; 2026Q1: 10,127 shares; 2026Q2: 9,862 shares 9,862 $895K 0.13% -265 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,555 shares; 2024Q4: 9,515 shares; 2025Q1: 9,515 shares; 2025Q2: 8,610 shares; 2025Q3: 8,610 shares; 2025Q4: 16,930 shares; 2026Q1: 16,832 shares; 2026Q2: 15,014 shares 15,014 $797K 0.12% -1,818 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,388 shares; 2024Q4: 12,026 shares; 2025Q1: 11,526 shares; 2025Q2: 347,716 shares; 2025Q3: 37,695 shares; 2025Q4: 18,705 shares; 2026Q1: 18,476 shares; 2026Q2: 18,481 shares 18,481 $782K 0.12% +5 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,763 shares; 2024Q4: 4,983 shares; 2025Q1: 4,073 shares; 2025Q2: 3,773 shares; 2025Q3: 3,788 shares; 2025Q4: 3,788 shares; 2026Q1: 3,788 shares; 2026Q2: 3,788 shares 3,788 $722K 0.11% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,570 shares; 2024Q4: 5,368 shares; 2025Q1: 5,368 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,428 shares; 2026Q1: 4,487 shares; 2026Q2: 4,487 shares 4,487 $658K 0.1% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,080 shares; 2024Q4: 4,020 shares; 2025Q1: 3,720 shares; 2025Q2: 3,732 shares; 2025Q3: 3,732 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares; 2026Q2: 3,733 shares 3,733 $631K 0.09% +13 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,360 shares; 2024Q4: 6,360 shares; 2025Q1: 6,058 shares; 2025Q2: 6,058 shares; 2025Q3: 5,933 shares; 2025Q4: 5,933 shares; 2026Q1: 6,053 shares; 2026Q2: 6,053 shares 6,053 $629K 0.09% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares; 2026Q2: 1,896 shares 1,896 $596K 0.09% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,875 shares; 2024Q4: 11,033 shares; 2025Q1: 71,350 shares; 2025Q2: 75,554 shares; 2025Q3: 74,979 shares; 2025Q4: 6,937 shares; 2026Q1: 5,742 shares; 2026Q2: 4,497 shares 4,497 $591K 0.09% -1,245 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,438 shares; 2024Q4: 25,939 shares; 2025Q1: 25,398 shares; 2025Q2: 25,263 shares; 2025Q3: 25,713 shares; 2025Q4: 25,713 shares; 2026Q1: 25,713 shares; 2026Q2: 25,713 shares 25,713 $586K 0.09% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 1,508 shares; 2025Q1: 1,465 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,308 shares; 2026Q1: 1,373 shares; 2026Q2: 1,373 shares 1,373 $519K 0.08% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,874 shares; 2024Q4: 2,731 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,772 shares; 2025Q4: 2,772 shares; 2026Q1: 2,772 shares; 2026Q2: 3,051 shares 3,051 $501K 0.07% +279 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,303 shares; 2024Q4: 64,341 shares; 2025Q1: 2,157 shares; 2025Q2: 2,006 shares; 2025Q3: 2,306 shares; 2025Q4: 2,306 shares; 2026Q1: 2,371 shares; 2026Q2: 2,431 shares 2,431 $473K 0.07% +60 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,021 shares; 2024Q4: 4,003 shares; 2025Q1: 3,249 shares; 2025Q2: 3,179 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,201 shares; 2026Q2: 3,201 shares 3,201 $433K 0.06% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,811 shares; 2025Q1: 1,613 shares; 2025Q2: 1,521 shares; 2025Q3: 1,522 shares; 2025Q4: 1,524 shares; 2026Q1: 1,526 shares; 2026Q2: 1,527 shares 1,527 $413K 0.06% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 552 shares 552 $399K 0.06% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,727 shares; 2024Q4: 464,122 shares; 2025Q1: 278,612 shares; 2025Q2: 73,912 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 4,655 shares; 2026Q2: 6,201 shares 6,201 $390K 0.06% +1,546 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,352 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 4,601 shares 4,601 $371K 0.05% +3,451 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,520 shares; 2024Q4: 2,320 shares; 2025Q1: 1,875 shares; 2025Q2: 1,900 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares; 2026Q1: 1,297 shares; 2026Q2: 1,297 shares 1,297 $365K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $339K 0.05% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,315 shares; 2026Q1: 545 shares; 2026Q2: 645 shares 645 $337K 0.05% +100 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 920 shares; 2026Q1: 947 shares; 2026Q2: 947 shares 947 $335K 0.05% 0 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; 2024Q3: 2,433 shares; 2024Q4: 2,349 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,351 shares; 2025Q4: 2,351 shares; 2026Q1: 2,318 shares; 2026Q2: 2,318 shares 2,318 $332K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,341 shares; 2024Q4: 19,309 shares; 2025Q1: 19,216 shares; 2025Q2: 18,521 shares; 2025Q3: 18,521 shares; 2025Q4: 12,566 shares; 2026Q1: 12,566 shares; 2026Q2: 12,566 shares 12,566 $303K 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 596 shares; 2025Q1: 491 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 581 shares 581 $296K 0.04% +96 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,339 shares; 2024Q4: 4,781 shares; 2025Q1: 4,781 shares; 2025Q2: 4,206 shares; 2025Q3: 3,807 shares; 2025Q4: 3,557 shares; 2026Q1: 3,564 shares; 2026Q2: 3,564 shares 3,564 $293K 0.04% 0 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,608 shares; 2024Q4: 7,608 shares; 2025Q1: 7,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,608 shares; 2026Q1: 7,608 shares; 2026Q2: 7,608 shares 7,608 $291K 0.04% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $289K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,206 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 911 shares; 2026Q2: 911 shares 911 $287K 0.04% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $281K 0.04% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,583 shares; 2024Q4: 2,550 shares; 2025Q1: 2,630 shares; 2025Q2: 2,631 shares; 2025Q3: 2,633 shares; 2025Q4: 2,644 shares; 2026Q1: 2,644 shares; 2026Q2: 2,804 shares 2,804 $278K 0.04% +160 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 3,893 shares; 2025Q1: 3,889 shares; 2025Q2: 3,389 shares; 2025Q3: 3,389 shares; 2025Q4: 3,389 shares; 2026Q1: 3,389 shares; 2026Q2: 3,389 shares 3,389 $276K 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: not reported; 2026Q2: 2,280 shares 2,280 $273K 0.04% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,106 shares; 2026Q1: 5,856 shares; 2026Q2: 5,086 shares 5,086 $272K 0.04% -770 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 930 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $269K 0.04% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,824 shares; 2026Q1: 19,824 shares; 2026Q2: 19,824 shares 19,824 $268K 0.04% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 463 shares; 2025Q3: 403 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $248K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387 shares; 2026Q2: 387 shares 387 $245K 0.04% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares; 2026Q1: 4,813 shares; 2026Q2: 4,813 shares 4,813 $243K 0.04% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares; 2026Q1: 349 shares; 2026Q2: 350 shares 350 $240K 0.04% +1 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,460 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $238K 0.04% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 484 shares 484 $238K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,667 shares; 2026Q1: not reported; 2026Q2: 4,062 shares 4,062 $231K 0.03% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817 shares; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 800 shares; 2026Q1: 819 shares; 2026Q2: 819 shares 819 $228K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,548 shares; 2026Q1: 2,548 shares; 2026Q2: 2,348 shares 2,348 $224K 0.03% -200 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596 shares; 2026Q1: not reported; 2026Q2: 596 shares 596 $202K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $201K 0.03% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400,000 shares; 2024Q4: 1,400,000 shares; 2025Q1: 202,384 shares; 2025Q2: 202,384 shares; 2025Q3: 202,384 shares; 2025Q4: not reported; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $192K 0.03% 0 Timeline