VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897,040 shares; 2024Q4: 915,073 shares; 2025Q1: 949,291 shares; 2025Q2: 974,643 shares; 2025Q3: 1,001,505 shares; 2025Q4: 1,031,784 shares; 2026Q1: 1,061,040 shares; 2026Q2: 1,107,162 shares 1,107,162 $64.4M 10.36% +46,122 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: 112,695 shares; 2024Q4: 112,587 shares; 2025Q1: 111,709 shares; 2025Q2: 111,818 shares; 2025Q3: 112,146 shares; 2025Q4: 112,325 shares; 2026Q1: 111,998 shares; 2026Q2: 113,140 shares 113,140 $56.6M 9.1% +1,142 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 892,017 shares; 2026Q2: 921,681 shares 921,681 $49M 7.88% +29,664 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: 104,739 shares; 2024Q4: 105,498 shares; 2025Q1: 105,035 shares; 2025Q2: 106,898 shares; 2025Q3: 107,728 shares; 2025Q4: 106,973 shares; 2026Q1: 106,494 shares; 2026Q2: 111,444 shares 111,444 $39.4M 6.33% +4,950 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: 140,268 shares; 2024Q4: 130,607 shares; 2025Q1: 103,185 shares; 2025Q2: 101,779 shares; 2025Q3: 97,736 shares; 2025Q4: 92,146 shares; 2026Q1: 91,533 shares; 2026Q2: 91,699 shares 91,699 $26.5M 4.27% +166 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; 2024Q3: 299,122 shares; 2024Q4: 301,586 shares; 2025Q1: 329,307 shares; 2025Q2: 341,290 shares; 2025Q3: 347,513 shares; 2025Q4: 349,239 shares; 2026Q1: 345,594 shares; 2026Q2: 346,112 shares 346,112 $26.1M 4.2% +518 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; 2024Q3: 241,231 shares; 2024Q4: 264,871 shares; 2025Q1: 283,576 shares; 2025Q2: 295,521 shares; 2025Q3: 315,025 shares; 2025Q4: 343,863 shares; 2026Q1: 366,902 shares; 2026Q2: 422,416 shares 422,416 $21.2M 3.41% +55,514 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,438 shares; 2024Q4: 252,597 shares; 2025Q1: 264,948 shares; 2025Q2: 275,812 shares; 2025Q3: 288,727 shares; 2025Q4: 437,620 shares; 2026Q1: 441,767 shares; 2026Q2: 445,436 shares 445,436 $19M 3.05% +3,669 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: 52,051 shares; 2024Q4: 51,941 shares; 2025Q1: 51,930 shares; 2025Q2: 51,920 shares; 2025Q3: 51,629 shares; 2025Q4: 51,533 shares; 2026Q1: 53,731 shares; 2026Q2: 50,684 shares 50,684 $17.1M 2.76% -3,047 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: 46,695 shares; 2024Q4: 50,672 shares; 2025Q1: 53,536 shares; 2025Q2: 56,024 shares; 2025Q3: 59,329 shares; 2025Q4: 59,415 shares; 2026Q1: 63,060 shares; 2026Q2: 64,459 shares 64,459 $15.4M 2.47% +1,399 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: 38,467 shares; 2024Q4: 38,298 shares; 2025Q1: 38,264 shares; 2025Q2: 37,688 shares; 2025Q3: 37,857 shares; 2025Q4: 37,387 shares; 2026Q1: 37,234 shares; 2026Q2: 36,914 shares 36,914 $12.1M 1.94% -320 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: 20,043 shares; 2024Q4: 20,481 shares; 2025Q1: 20,628 shares; 2025Q2: 21,040 shares; 2025Q3: 21,415 shares; 2025Q4: 20,815 shares; 2026Q1: 20,999 shares; 2026Q2: 21,034 shares 21,034 $11.8M 1.91% +35 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: 28,634 shares; 2024Q4: 28,521 shares; 2025Q1: 28,372 shares; 2025Q2: 28,899 shares; 2025Q3: 29,010 shares; 2025Q4: 27,384 shares; 2026Q1: 25,490 shares; 2026Q2: 25,064 shares 25,064 $8.96M 1.44% -426 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,010 shares; 2024Q4: 244,013 shares; 2025Q1: 264,651 shares; 2025Q2: 275,598 shares; 2025Q3: 280,592 shares; 2025Q4: 291,286 shares; 2026Q1: 300,640 shares; 2026Q2: 317,776 shares 317,776 $8.39M 1.35% +17,136 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,360 shares; 2024Q4: 127,611 shares; 2025Q1: 142,527 shares; 2025Q2: 155,089 shares; 2025Q3: 163,524 shares; 2025Q4: 178,235 shares; 2026Q1: 184,199 shares; 2026Q2: 194,248 shares 194,248 $7.98M 1.28% +10,049 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: 16,500 shares; 2024Q4: 17,750 shares; 2025Q1: 17,760 shares; 2025Q2: 18,074 shares; 2025Q3: 19,275 shares; 2025Q4: 19,020 shares; 2026Q1: 19,443 shares; 2026Q2: 19,353 shares 19,353 $7.22M 1.16% -90 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,548 shares; 2024Q4: 7,609 shares; 2025Q1: 8,207 shares; 2025Q2: 10,177 shares; 2025Q3: 16,199 shares; 2025Q4: 16,014 shares; 2026Q1: 17,086 shares; 2026Q2: 17,135 shares 17,135 $7.12M 1.15% +49 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: 47,154 shares; 2024Q4: 47,331 shares; 2025Q1: 47,317 shares; 2025Q2: 47,589 shares; 2025Q3: 47,611 shares; 2025Q4: 47,948 shares; 2026Q1: 48,179 shares; 2026Q2: 47,745 shares 47,745 $6.53M 1.05% -434 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,294 shares; 2024Q4: 26,325 shares; 2025Q1: 26,528 shares; 2025Q2: 26,379 shares; 2025Q3: 26,480 shares; 2025Q4: 26,357 shares; 2026Q1: 26,327 shares; 2026Q2: 26,485 shares 26,485 $6.44M 1.03% +158 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 2,773 shares; 2025Q1: 2,749 shares; 2025Q2: 2,812 shares; 2025Q3: 2,943 shares; 2025Q4: 2,960 shares; 2026Q1: 3,004 shares; 2026Q2: 3,174 shares 3,174 $6.2M 1% +170 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,793 shares; 2024Q4: 5,766 shares; 2025Q1: 7,334 shares; 2025Q2: 7,840 shares; 2025Q3: 14,917 shares; 2025Q4: 14,940 shares; 2026Q1: 15,306 shares; 2026Q2: 15,309 shares 15,309 $5.92M 0.95% +3 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; 2024Q3: 135,665 shares; 2024Q4: 141,341 shares; 2025Q1: 142,273 shares; 2025Q2: 146,223 shares; 2025Q3: 147,761 shares; 2025Q4: 137,969 shares; 2026Q1: 192,201 shares; 2026Q2: 192,201 shares 192,201 $4.89M 0.79% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,597 shares; 2024Q4: 13,036 shares; 2025Q1: 13,036 shares; 2025Q2: 12,816 shares; 2025Q3: 12,816 shares; 2025Q4: 12,608 shares; 2026Q1: 11,975 shares; 2026Q2: 4,172 shares 4,172 $4.82M 0.77% -7,803 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,851 shares; 2024Q4: 20,052 shares; 2025Q1: 17,412 shares; 2025Q2: 19,919 shares; 2025Q3: 19,768 shares; 2025Q4: 19,745 shares; 2026Q1: 20,724 shares; 2026Q2: 21,105 shares 21,105 $4.6M 0.74% +381 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 168,102 shares; 2026Q2: 174,159 shares 174,159 $4.38M 0.7% +6,057 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 3,807 shares; 2025Q1: 6,147 shares; 2025Q2: 10,522 shares; 2025Q3: 26,257 shares; 2025Q4: 22,424 shares; 2026Q1: 28,388 shares; 2026Q2: 29,453 shares 29,453 $4.21M 0.68% +1,065 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,249 shares; 2024Q4: 34,255 shares; 2025Q1: 39,781 shares; 2025Q2: 43,503 shares; 2025Q3: 43,921 shares; 2025Q4: 42,967 shares; 2026Q1: 42,834 shares; 2026Q2: 45,368 shares 45,368 $4.19M 0.67% +2,534 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: 102,880 shares; 2024Q4: 95,019 shares; 2025Q1: 90,059 shares; 2025Q2: 83,980 shares; 2025Q3: 82,983 shares; 2025Q4: 79,530 shares; 2026Q1: 76,455 shares; 2026Q2: 73,467 shares 73,467 $4.19M 0.67% -2,988 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: 13,232 shares; 2024Q4: 12,917 shares; 2025Q1: 12,915 shares; 2025Q2: 13,021 shares; 2025Q3: 13,304 shares; 2025Q4: 13,599 shares; 2026Q1: 13,426 shares; 2026Q2: 14,185 shares 14,185 $3.6M 0.58% +759 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,178 shares; 2026Q2: 15,517 shares 15,517 $3.55M 0.57% +5,339 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,175 shares; 2025Q4: 30,431 shares; 2026Q1: 46,631 shares; 2026Q2: 71,635 shares 71,635 $3.5M 0.56% +25,004 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: 11,770 shares; 2024Q4: 12,133 shares; 2025Q1: 11,830 shares; 2025Q2: 18,156 shares; 2025Q3: 17,350 shares; 2025Q4: 16,891 shares; 2026Q1: 17,104 shares; 2026Q2: 17,401 shares 17,401 $3.48M 0.56% +297 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 776 shares; 2025Q1: 760 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 753 shares; 2026Q1: 754 shares; 2026Q2: 18,839 shares 18,839 $3.36M 0.54% +18,085 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & 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: 6,337 shares; 2025Q4: 9,019 shares; 2026Q1: 12,908 shares; 2026Q2: 20,843 shares 20,843 $3.15M 0.51% +7,935 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,151 shares; 2024Q4: 33,995 shares; 2025Q1: 33,622 shares; 2025Q2: 33,416 shares; 2025Q3: 33,424 shares; 2025Q4: 33,499 shares; 2026Q1: 33,509 shares; 2026Q2: 33,326 shares 33,326 $3.07M 0.49% -183 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: 2,967 shares; 2024Q4: 2,961 shares; 2025Q1: 2,939 shares; 2025Q2: 2,820 shares; 2025Q3: 2,915 shares; 2025Q4: 3,084 shares; 2026Q1: 3,079 shares; 2026Q2: 3,087 shares 3,087 $2.89M 0.46% +8 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: 2,957 shares; 2024Q4: 2,926 shares; 2025Q1: 3,058 shares; 2025Q2: 3,466 shares; 2025Q3: 3,548 shares; 2025Q4: 3,567 shares; 2026Q1: 3,681 shares; 2026Q2: 3,572 shares 3,572 $2.67M 0.43% -109 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: 1,668 shares; 2024Q4: 1,668 shares; 2025Q1: 1,696 shares; 2025Q2: 1,750 shares; 2025Q3: 1,791 shares; 2025Q4: 6,879 shares; 2026Q1: 7,118 shares; 2026Q2: 7,023 shares 7,023 $2.6M 0.42% -95 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: 2,970 shares; 2024Q4: 3,006 shares; 2025Q1: 2,998 shares; 2025Q2: 3,099 shares; 2025Q3: 3,127 shares; 2025Q4: 3,147 shares; 2026Q1: 3,068 shares; 2026Q2: 3,428 shares 3,428 $2.52M 0.41% +360 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,040 shares; 2024Q4: 30,961 shares; 2025Q1: 33,669 shares; 2025Q2: 33,375 shares; 2025Q3: 34,249 shares; 2025Q4: 35,588 shares; 2026Q1: 36,417 shares; 2026Q2: 36,901 shares 36,901 $2.48M 0.4% +484 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,551 shares; 2024Q4: 36,088 shares; 2025Q1: 37,199 shares; 2025Q2: 38,872 shares; 2025Q3: 36,599 shares; 2025Q4: 38,441 shares; 2026Q1: 41,320 shares; 2026Q2: 42,597 shares 42,597 $2.46M 0.4% +1,277 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: 4,659 shares; 2024Q4: 4,694 shares; 2025Q1: 4,694 shares; 2025Q2: 4,728 shares; 2025Q3: 4,750 shares; 2025Q4: 4,760 shares; 2026Q1: 4,747 shares; 2026Q2: 4,775 shares 4,775 $2.45M 0.39% +28 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,764 shares; 2024Q4: 10,256 shares; 2025Q1: 10,256 shares; 2025Q2: 10,446 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,861 shares; 2026Q2: 22,266 shares 22,266 $2.44M 0.39% +11,405 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: 2,710 shares; 2024Q4: 2,673 shares; 2025Q1: 2,674 shares; 2025Q2: 2,679 shares; 2025Q3: 2,724 shares; 2025Q4: 2,573 shares; 2026Q1: 2,972 shares; 2026Q2: 3,381 shares 3,381 $2.32M 0.37% +409 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,620 shares; 2024Q4: 10,673 shares; 2025Q1: 13,815 shares; 2025Q2: 13,676 shares; 2025Q3: 13,915 shares; 2025Q4: 14,100 shares; 2026Q1: 14,556 shares; 2026Q2: 14,490 shares 14,490 $2.3M 0.37% -66 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,974 shares; 2024Q4: 25,295 shares; 2025Q1: 41,754 shares; 2025Q2: 44,601 shares; 2025Q3: 45,592 shares; 2025Q4: 39,501 shares; 2026Q1: 46,728 shares; 2026Q2: 46,908 shares 46,908 $2.28M 0.37% +180 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: 3,177 shares; 2024Q4: 3,453 shares; 2025Q1: 3,482 shares; 2025Q2: 3,321 shares; 2025Q3: 3,323 shares; 2025Q4: 3,325 shares; 2026Q1: 3,327 shares; 2026Q2: 3,327 shares 3,327 $2.11M 0.34% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,580 shares; 2024Q4: 4,766 shares; 2025Q1: 4,766 shares; 2025Q2: 4,874 shares; 2025Q3: 4,895 shares; 2025Q4: 4,893 shares; 2026Q1: 4,893 shares; 2026Q2: 5,176 shares 5,176 $2.11M 0.34% +283 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: 10,303 shares; 2024Q4: 10,376 shares; 2025Q1: 10,345 shares; 2025Q2: 10,597 shares; 2025Q3: 10,598 shares; 2025Q4: 10,600 shares; 2026Q1: 10,872 shares; 2026Q2: 10,873 shares 10,873 $2.06M 0.33% +1 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,952 shares; 2024Q4: 5,055 shares; 2025Q1: 5,011 shares; 2025Q2: 4,831 shares; 2025Q3: 5,682 shares; 2025Q4: 5,782 shares; 2026Q1: 8,092 shares; 2026Q2: 13,155 shares 13,155 $2.06M 0.33% +5,063 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,293 shares; 2024Q4: 28,636 shares; 2025Q1: 28,642 shares; 2025Q2: 27,887 shares; 2025Q3: 26,102 shares; 2025Q4: 25,613 shares; 2026Q1: 24,992 shares; 2026Q2: 25,255 shares 25,255 $2M 0.32% +263 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,976 shares; 2024Q4: 4,997 shares; 2025Q1: 4,948 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 10,431 shares; 2026Q1: 10,431 shares; 2026Q2: 10,275 shares 10,275 $1.96M 0.31% -156 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 16,565 shares; 2025Q4: 23,400 shares; 2026Q1: 37,801 shares; 2026Q2: 47,264 shares 47,264 $1.89M 0.3% +9,463 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: 8,634 shares; 2024Q4: 8,916 shares; 2025Q1: 9,370 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares; 2025Q4: 7,843 shares; 2026Q1: 6,732 shares; 2026Q2: 7,492 shares 7,492 $1.89M 0.3% +760 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: 948 shares; 2024Q4: 1,078 shares; 2025Q1: 1,369 shares; 2025Q2: 1,544 shares; 2025Q3: 1,671 shares; 2025Q4: 2,106 shares; 2026Q1: 4,664 shares; 2026Q2: 5,272 shares 5,272 $1.81M 0.29% +608 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,153 shares; 2024Q4: 39,692 shares; 2025Q1: 40,756 shares; 2025Q2: 43,273 shares; 2025Q3: 44,114 shares; 2025Q4: 35,616 shares; 2026Q1: 43,466 shares; 2026Q2: 42,191 shares 42,191 $1.73M 0.28% -1,275 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,696 shares; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,791 shares; 2025Q4: 3,747 shares; 2026Q1: 3,747 shares; 2026Q2: 3,721 shares 3,721 $1.71M 0.27% -26 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,740 shares; 2024Q4: 9,650 shares; 2025Q1: 9,586 shares; 2025Q2: 9,586 shares; 2025Q3: 9,586 shares; 2025Q4: 9,586 shares; 2026Q1: 9,477 shares; 2026Q2: 9,477 shares 9,477 $1.64M 0.26% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,300 shares; 2025Q2: 20,536 shares; 2025Q3: 25,557 shares; 2025Q4: 27,242 shares; 2026Q1: 27,746 shares; 2026Q2: 34,181 shares 34,181 $1.63M 0.26% +6,435 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: 10,945 shares; 2024Q4: 10,945 shares; 2025Q1: 10,945 shares; 2025Q2: 10,945 shares; 2025Q3: 10,945 shares; 2025Q4: 10,729 shares; 2026Q1: 10,729 shares; 2026Q2: 10,734 shares 10,734 $1.59M 0.26% +5 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: 25,056 shares; 2024Q4: 25,326 shares; 2025Q1: 25,197 shares; 2025Q2: 25,049 shares; 2025Q3: 24,959 shares; 2025Q4: 24,750 shares; 2026Q1: 24,336 shares; 2026Q2: 18,388 shares 18,388 $1.52M 0.24% -5,948 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,724 shares; 2025Q1: 1,777 shares; 2025Q2: 2,294 shares; 2025Q3: 2,366 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares; 2026Q2: 16,901 shares 16,901 $1.46M 0.23% +14,571 Timeline ESGV 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: 10,827 shares; 2025Q4: 10,827 shares; 2026Q1: 10,827 shares; 2026Q2: 10,827 shares 10,827 $1.43M 0.23% 0 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: 17,443 shares; 2024Q4: 16,591 shares; 2025Q1: 16,591 shares; 2025Q2: 16,578 shares; 2025Q3: 16,578 shares; 2025Q4: 16,500 shares; 2026Q1: 16,683 shares; 2026Q2: 17,395 shares 17,395 $1.43M 0.23% +712 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,657 shares; 2024Q4: 24,989 shares; 2025Q1: 24,295 shares; 2025Q2: 23,686 shares; 2025Q3: 23,564 shares; 2025Q4: 23,799 shares; 2026Q1: 23,799 shares; 2026Q2: 23,839 shares 23,839 $1.42M 0.23% +40 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 3,259 shares; 2026Q2: 19,696 shares 19,696 $1.42M 0.23% +16,437 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; 2024Q3: 15,136 shares; 2024Q4: 14,208 shares; 2025Q1: 15,516 shares; 2025Q2: 15,206 shares; 2025Q3: 15,175 shares; 2025Q4: 14,552 shares; 2026Q1: 14,347 shares; 2026Q2: 14,647 shares 14,647 $1.41M 0.23% +300 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: 3,553 shares; 2024Q4: 3,553 shares; 2025Q1: 3,581 shares; 2025Q2: 3,744 shares; 2025Q3: 3,744 shares; 2025Q4: 3,744 shares; 2026Q1: 3,744 shares; 2026Q2: 3,813 shares 3,813 $1.4M 0.23% +69 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: 4,551 shares; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 4,608 shares; 2025Q3: 4,594 shares; 2025Q4: 4,946 shares; 2026Q1: 4,948 shares; 2026Q2: 4,409 shares 4,409 $1.39M 0.22% -539 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; 2024Q3: 6,993 shares; 2024Q4: 6,930 shares; 2025Q1: 7,053 shares; 2025Q2: 7,054 shares; 2025Q3: 7,068 shares; 2025Q4: 7,068 shares; 2026Q1: 7,068 shares; 2026Q2: 6,939 shares 6,939 $1.37M 0.22% -129 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 798 shares 798 $1.35M 0.22% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,645 shares; 2026Q1: 21,751 shares; 2026Q2: 25,052 shares 25,052 $1.34M 0.22% +3,301 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: 717 shares; 2024Q4: 752 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 1,054 shares; 2025Q4: 1,053 shares; 2026Q1: 1,049 shares; 2026Q2: 1,300 shares 1,300 $1.31M 0.21% +251 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,139 shares; 2024Q4: 4,498 shares; 2025Q1: 5,672 shares; 2025Q2: 7,469 shares; 2025Q3: 7,192 shares; 2025Q4: 7,077 shares; 2026Q1: 7,161 shares; 2026Q2: 7,051 shares 7,051 $1.27M 0.2% -110 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,493 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,307 shares; 2026Q2: 1,307 shares 1,307 $1.26M 0.2% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,549 shares; 2024Q4: 5,549 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,943 shares; 2025Q4: 5,943 shares; 2026Q1: 5,852 shares; 2026Q2: 5,858 shares 5,858 $1.25M 0.2% +6 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: 4,066 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,392 shares; 2025Q3: 4,565 shares; 2025Q4: 4,518 shares; 2026Q1: 4,518 shares; 2026Q2: 3,518 shares 3,518 $1.24M 0.2% -1,000 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,848 shares; 2024Q4: 13,848 shares; 2025Q1: 13,848 shares; 2025Q2: 13,848 shares; 2025Q3: 13,848 shares; 2025Q4: 13,848 shares; 2026Q1: 13,848 shares; 2026Q2: 13,848 shares 13,848 $1.16M 0.19% 0 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: 4,947 shares; 2024Q4: 4,939 shares; 2025Q1: 6,201 shares; 2025Q2: 6,578 shares; 2025Q3: 6,302 shares; 2025Q4: 6,427 shares; 2026Q1: 5,815 shares; 2026Q2: 5,482 shares 5,482 $1.04M 0.17% -333 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,132 shares; 2024Q4: 10,132 shares; 2025Q1: 9,543 shares; 2025Q2: 9,543 shares; 2025Q3: 9,311 shares; 2025Q4: 9,311 shares; 2026Q1: 9,311 shares; 2026Q2: 9,310 shares 9,310 $1.04M 0.17% -1 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: 9,750 shares; 2024Q4: not reported; 2025Q1: 10,604 shares; 2025Q2: 10,354 shares; 2025Q3: 9,939 shares; 2025Q4: 9,777 shares; 2026Q1: 9,416 shares; 2026Q2: 7,439 shares 7,439 $1.04M 0.17% -1,977 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,144 shares; 2024Q4: 12,146 shares; 2025Q1: 12,149 shares; 2025Q2: 12,239 shares; 2025Q3: 12,242 shares; 2025Q4: 11,238 shares; 2026Q1: 11,242 shares; 2026Q2: 11,246 shares 11,246 $1.03M 0.17% +4 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: 1,414 shares; 2024Q4: 1,418 shares; 2025Q1: 1,207 shares; 2025Q2: 1,201 shares; 2025Q3: 1,285 shares; 2025Q4: 1,307 shares; 2026Q1: 1,380 shares; 2026Q2: 1,378 shares 1,378 $1.03M 0.17% -2 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,716 shares; 2024Q4: 6,716 shares; 2025Q1: 7,095 shares; 2025Q2: 13,773 shares; 2025Q3: 13,909 shares; 2025Q4: 13,909 shares; 2026Q1: 13,663 shares; 2026Q2: 13,663 shares 13,663 $1.03M 0.17% 0 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: 4,144 shares; 2024Q4: 4,040 shares; 2025Q1: 3,952 shares; 2025Q2: 9,545 shares; 2025Q3: 9,666 shares; 2025Q4: 5,652 shares; 2026Q1: 5,533 shares; 2026Q2: 6,215 shares 6,215 $1.03M 0.17% +682 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: 2,961 shares; 2024Q4: 2,961 shares; 2025Q1: 2,977 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,786 shares; 2026Q2: 2,786 shares 2,786 $1.01M 0.16% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,602 shares; 2025Q1: 3,612 shares; 2025Q2: 4,223 shares; 2025Q3: 7,069 shares; 2025Q4: 6,696 shares; 2026Q1: 10,495 shares; 2026Q2: 23,347 shares 23,347 $1.01M 0.16% +12,852 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; 2024Q3: 5,973 shares; 2024Q4: 7,423 shares; 2025Q1: 8,779 shares; 2025Q2: 9,904 shares; 2025Q3: 10,013 shares; 2025Q4: 9,411 shares; 2026Q1: 9,969 shares; 2026Q2: 10,187 shares 10,187 $989K 0.16% +218 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: 13,067 shares; 2024Q4: 13,067 shares; 2025Q1: 11,839 shares; 2025Q2: 12,223 shares; 2025Q3: 12,223 shares; 2025Q4: 12,223 shares; 2026Q1: 12,028 shares; 2026Q2: 11,965 shares 11,965 $972K 0.16% -63 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: 2,027 shares; 2024Q4: 2,435 shares; 2025Q1: 2,456 shares; 2025Q2: 2,672 shares; 2025Q3: 2,649 shares; 2025Q4: 2,531 shares; 2026Q1: 2,561 shares; 2026Q2: 2,554 shares 2,554 $965K 0.16% -7 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,981 shares; 2024Q4: 7,881 shares; 2025Q1: 7,787 shares; 2025Q2: 7,847 shares; 2025Q3: 7,762 shares; 2025Q4: 7,701 shares; 2026Q1: 7,703 shares; 2026Q2: 7,705 shares 7,705 $949K 0.15% +2 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: 622 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 917 shares; 2025Q4: 927 shares; 2026Q1: 894 shares; 2026Q2: 888 shares 888 $946K 0.15% -6 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,593 shares; 2024Q4: 14,294 shares; 2025Q1: 13,733 shares; 2025Q2: 13,675 shares; 2025Q3: 13,675 shares; 2025Q4: 13,586 shares; 2026Q1: 13,586 shares; 2026Q2: 17,265 shares 17,265 $939K 0.15% +3,679 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,376 shares; 2024Q4: 8,376 shares; 2025Q1: 9,004 shares; 2025Q2: 10,370 shares; 2025Q3: 12,369 shares; 2025Q4: 11,232 shares; 2026Q1: 11,096 shares; 2026Q2: 10,607 shares 10,607 $932K 0.15% -489 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,353 shares; 2025Q1: 1,659 shares; 2025Q2: 1,984 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares; 2026Q1: 1,920 shares; 2026Q2: 1,920 shares 1,920 $917K 0.15% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,901 shares; 2024Q4: 8,436 shares; 2025Q1: 8,469 shares; 2025Q2: 8,697 shares; 2025Q3: 8,626 shares; 2025Q4: 9,844 shares; 2026Q1: 8,914 shares; 2026Q2: 8,919 shares 8,919 $911K 0.15% +5 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,213 shares; 2026Q2: 12,338 shares 12,338 $890K 0.14% +5,125 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: 3,544 shares; 2024Q4: 3,384 shares; 2025Q1: 3,324 shares; 2025Q2: 3,233 shares; 2025Q3: 3,551 shares; 2025Q4: 3,500 shares; 2026Q1: 3,141 shares; 2026Q2: 10,974 shares 10,974 $884K 0.14% +7,833 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: 5,837 shares; 2024Q4: 6,115 shares; 2025Q1: 6,154 shares; 2025Q2: 6,321 shares; 2025Q3: 6,243 shares; 2025Q4: 6,093 shares; 2026Q1: 5,958 shares; 2026Q2: 5,923 shares 5,923 $869K 0.14% -35 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: 821 shares; 2024Q4: 734 shares; 2025Q1: 626 shares; 2025Q2: 644 shares; 2025Q3: 787 shares; 2025Q4: 737 shares; 2026Q1: 714 shares; 2026Q2: 714 shares 714 $856K 0.14% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,993 shares; 2024Q4: 1,995 shares; 2025Q1: 1,551 shares; 2025Q2: 1,829 shares; 2025Q3: 2,413 shares; 2025Q4: 2,416 shares; 2026Q1: 2,421 shares; 2026Q2: 4,097 shares 4,097 $822K 0.13% +1,676 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,301 shares; 2024Q4: 7,963 shares; 2025Q1: 8,196 shares; 2025Q2: 8,196 shares; 2025Q3: 8,196 shares; 2025Q4: 7,840 shares; 2026Q1: 7,840 shares; 2026Q2: 7,743 shares 7,743 $804K 0.13% -97 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 389 shares; 2026Q2: 394 shares 394 $784K 0.13% +5 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,080 shares; 2024Q4: 15,923 shares; 2025Q1: 15,687 shares; 2025Q2: 14,787 shares; 2025Q3: 15,370 shares; 2025Q4: 14,695 shares; 2026Q1: 13,039 shares; 2026Q2: 13,039 shares 13,039 $775K 0.12% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,264 shares; 2026Q1: 2,205 shares; 2026Q2: 2,058 shares 2,058 $753K 0.12% -147 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.12% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,673 shares; 2025Q4: 3,490 shares; 2026Q1: 6,568 shares; 2026Q2: 7,900 shares 7,900 $718K 0.12% +1,332 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: 731 shares; 2024Q4: 731 shares; 2025Q1: 735 shares; 2025Q2: 642 shares; 2025Q3: 643 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 6,002 shares 6,002 $717K 0.12% +5,252 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,646 shares; 2024Q4: 18,587 shares; 2025Q1: 17,630 shares; 2025Q2: 17,484 shares; 2025Q3: 17,110 shares; 2025Q4: 16,520 shares; 2026Q1: 16,253 shares; 2026Q2: 15,789 shares 15,789 $708K 0.11% -464 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,406 shares; 2024Q4: 13,643 shares; 2025Q1: 23,871 shares; 2025Q2: 23,657 shares; 2025Q3: 19,973 shares; 2025Q4: 17,267 shares; 2026Q1: 15,169 shares; 2026Q2: 15,260 shares 15,260 $704K 0.11% +91 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,572 shares; 2025Q1: 19,186 shares; 2025Q2: 24,129 shares; 2025Q3: 24,778 shares; 2025Q4: 15,651 shares; 2026Q1: 26,577 shares; 2026Q2: 28,480 shares 28,480 $699K 0.11% +1,903 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; 2024Q3: 32,773 shares; 2024Q4: 31,874 shares; 2025Q1: 30,634 shares; 2025Q2: 30,836 shares; 2025Q3: 30,836 shares; 2025Q4: 28,406 shares; 2026Q1: 24,891 shares; 2026Q2: 24,891 shares 24,891 $664K 0.11% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,613 shares; 2025Q2: 3,486 shares; 2025Q3: 3,486 shares; 2025Q4: 3,486 shares; 2026Q1: 3,436 shares; 2026Q2: 3,436 shares 3,436 $654K 0.11% 0 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,768 shares; 2025Q2: 48,855 shares; 2025Q3: 25,079 shares; 2025Q4: 20,986 shares; 2026Q1: 15,696 shares; 2026Q2: 14,191 shares 14,191 $652K 0.1% -1,505 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976 shares; 2024Q4: not reported; 2025Q1: 2,776 shares; 2025Q2: 4,134 shares; 2025Q3: 5,206 shares; 2025Q4: 3,925 shares; 2026Q1: 5,783 shares; 2026Q2: 7,128 shares 7,128 $645K 0.1% +1,345 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,874 shares; 2024Q4: 12,868 shares; 2025Q1: 13,010 shares; 2025Q2: 12,903 shares; 2025Q3: 12,553 shares; 2025Q4: 12,370 shares; 2026Q1: 10,298 shares; 2026Q2: 6,688 shares 6,688 $644K 0.1% -3,610 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,226 shares; 2024Q4: 4,645 shares; 2025Q1: 4,651 shares; 2025Q2: 5,156 shares; 2025Q3: 5,161 shares; 2025Q4: 4,578 shares; 2026Q1: 4,582 shares; 2026Q2: 4,580 shares 4,580 $641K 0.1% -2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,055 shares 3,055 $639K 0.1% new Timeline VSGX 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: 7,516 shares; 2025Q4: 7,516 shares; 2026Q1: 7,516 shares; 2026Q2: 7,516 shares 7,516 $619K 0.1% 0 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: 1,512 shares; 2024Q4: 1,512 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,576 shares; 2025Q4: 1,583 shares; 2026Q1: 1,633 shares; 2026Q2: 1,633 shares 1,633 $610K 0.1% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 979 shares; 2026Q1: not reported; 2026Q2: 1,046 shares 1,046 $608K 0.1% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,032 shares; 2024Q4: 8,376 shares; 2025Q1: 8,396 shares; 2025Q2: 8,497 shares; 2025Q3: 8,518 shares; 2025Q4: 8,539 shares; 2026Q1: 8,556 shares; 2026Q2: 7,568 shares 7,568 $587K 0.09% -988 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,411 shares; 2024Q4: 4,426 shares; 2025Q1: 4,431 shares; 2025Q2: 4,581 shares; 2025Q3: 4,969 shares; 2025Q4: 4,969 shares; 2026Q1: 4,969 shares; 2026Q2: 4,969 shares 4,969 $585K 0.09% 0 Timeline XLU 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: 7,198 shares; 2024Q4: 6,566 shares; 2025Q1: 6,375 shares; 2025Q2: 7,109 shares; 2025Q3: 7,109 shares; 2025Q4: 14,218 shares; 2026Q1: 12,789 shares; 2026Q2: 12,789 shares 12,789 $580K 0.09% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,418 shares; 2025Q1: 2,418 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,420 shares; 2026Q1: 2,742 shares; 2026Q2: 2,797 shares 2,797 $547K 0.09% +55 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,822 shares; 2025Q1: 1,741 shares; 2025Q2: 1,743 shares; 2025Q3: 1,815 shares; 2025Q4: 1,817 shares; 2026Q1: 1,569 shares; 2026Q2: 1,755 shares 1,755 $532K 0.09% +186 Timeline XLI 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: 3,323 shares; 2024Q4: 3,324 shares; 2025Q1: 3,247 shares; 2025Q2: 3,317 shares; 2025Q3: 3,318 shares; 2025Q4: 2,860 shares; 2026Q1: 2,861 shares; 2026Q2: 2,838 shares 2,838 $526K 0.08% -23 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057 shares; 2024Q4: 2,381 shares; 2025Q1: 2,381 shares; 2025Q2: 2,381 shares; 2025Q3: 2,381 shares; 2025Q4: 2,381 shares; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $523K 0.08% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: not reported; 2025Q1: 1,686 shares; 2025Q2: 2,205 shares; 2025Q3: 2,730 shares; 2025Q4: 2,664 shares; 2026Q1: 3,007 shares; 2026Q2: 3,098 shares 3,098 $505K 0.08% +91 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,355 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares; 2025Q4: 4,302 shares; 2026Q1: 4,302 shares; 2026Q2: 4,302 shares 4,302 $505K 0.08% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,841 shares; 2025Q1: 10,022 shares; 2025Q2: 10,022 shares; 2025Q3: 10,022 shares; 2025Q4: 10,022 shares; 2026Q1: 9,779 shares; 2026Q2: 12,018 shares 12,018 $500K 0.08% +2,239 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,928 shares; 2024Q4: 5,651 shares; 2025Q1: 5,615 shares; 2025Q2: 5,149 shares; 2025Q3: 4,377 shares; 2025Q4: 4,381 shares; 2026Q1: 4,323 shares; 2026Q2: 3,843 shares 3,843 $494K 0.08% -480 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,031 shares; 2026Q2: 2,069 shares 2,069 $490K 0.08% +38 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,555 shares; 2025Q3: 3,929 shares; 2025Q4: 3,929 shares; 2026Q1: 4,071 shares; 2026Q2: 6,009 shares 6,009 $481K 0.08% +1,938 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,902 shares; 2024Q4: 2,902 shares; 2025Q1: 2,902 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,701 shares; 2026Q1: 2,701 shares; 2026Q2: 2,999 shares 2,999 $474K 0.08% +298 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 961 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 3,690 shares 3,690 $458K 0.07% +2,798 Timeline WAT WATERS CORP More: the full row for WATERS 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: 1,372 shares; 2026Q2: 1,191 shares 1,191 $447K 0.07% -181 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,373 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 2,868 shares; 2025Q3: 2,868 shares; 2025Q4: 2,868 shares; 2026Q1: 2,431 shares; 2026Q2: 2,146 shares 2,146 $444K 0.07% -285 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: 1,455 shares; 2024Q4: 1,657 shares; 2025Q1: 1,612 shares; 2025Q2: 1,614 shares; 2025Q3: 1,616 shares; 2025Q4: 1,618 shares; 2026Q1: 1,640 shares; 2026Q2: 1,641 shares 1,641 $444K 0.07% +1 Timeline KF KOREA FD INC More: the full row for KOREA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,937 shares; 2025Q2: 12,037 shares; 2025Q3: 12,037 shares; 2025Q4: 12,037 shares; 2026Q1: 11,724 shares; 2026Q2: 5,654 shares 5,654 $425K 0.07% -6,070 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,833 shares; 2025Q3: 11,833 shares; 2025Q4: 11,833 shares; 2026Q1: 11,373 shares; 2026Q2: 11,273 shares 11,273 $414K 0.07% -100 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 1,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,111 shares; 2026Q1: 6,666 shares; 2026Q2: 8,294 shares 8,294 $407K 0.07% +1,628 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,699 shares; 2024Q4: 2,699 shares; 2025Q1: 2,699 shares; 2025Q2: 2,699 shares; 2025Q3: 2,699 shares; 2025Q4: 2,699 shares; 2026Q1: 2,699 shares; 2026Q2: 2,699 shares 2,699 $405K 0.07% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,177 shares; 2025Q1: not reported; 2025Q2: 5,288 shares; 2025Q3: 5,288 shares; 2025Q4: 5,288 shares; 2026Q1: 4,601 shares; 2026Q2: 4,601 shares 4,601 $400K 0.06% 0 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: not reported; 2024Q4: 3,327 shares; 2025Q1: 3,128 shares; 2025Q2: 3,223 shares; 2025Q3: 3,494 shares; 2025Q4: 3,494 shares; 2026Q1: 3,494 shares; 2026Q2: 3,535 shares 3,535 $400K 0.06% +41 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: 2,665 shares; 2025Q1: 2,762 shares; 2025Q2: 2,762 shares; 2025Q3: 2,762 shares; 2025Q4: 2,762 shares; 2026Q1: 2,762 shares; 2026Q2: 2,762 shares 2,762 $399K 0.06% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares; 2026Q1: 1,343 shares; 2026Q2: 1,343 shares 1,343 $396K 0.06% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,658 shares; 2024Q4: 10,658 shares; 2025Q1: 10,658 shares; 2025Q2: 10,658 shares; 2025Q3: 10,658 shares; 2025Q4: 6,976 shares; 2026Q1: 6,976 shares; 2026Q2: 6,976 shares 6,976 $395K 0.06% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,830 shares; 2024Q4: 17,143 shares; 2025Q1: 16,601 shares; 2025Q2: 14,727 shares; 2025Q3: 13,176 shares; 2025Q4: 12,102 shares; 2026Q1: 3,337 shares; 2026Q2: 3,337 shares 3,337 $389K 0.06% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,261 shares 1,261 $377K 0.06% -119 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,490 shares; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares; 2026Q2: 3,490 shares 3,490 $376K 0.06% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 728 shares; 2026Q1: 729 shares; 2026Q2: 731 shares 731 $372K 0.06% +2 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares; 2025Q2: 1,469 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 1,741 shares 1,741 $371K 0.06% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 487 shares; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares; 2026Q2: 1,803 shares 1,803 $370K 0.06% +973 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,233 shares 1,233 $368K 0.06% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,357 shares; 2024Q4: 15,357 shares; 2025Q1: 15,019 shares; 2025Q2: 14,672 shares; 2025Q3: 6,598 shares; 2025Q4: 6,093 shares; 2026Q1: 5,710 shares; 2026Q2: 5,710 shares 5,710 $361K 0.06% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 3,161 shares 3,161 $361K 0.06% new 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 769 shares; 2025Q2: 745 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 698 shares; 2026Q2: 678 shares 678 $354K 0.06% -20 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,168 shares; 2024Q4: 34,409 shares; 2025Q1: 34,257 shares; 2025Q2: 34,117 shares; 2025Q3: 33,545 shares; 2025Q4: 30,687 shares; 2026Q1: 3,386 shares; 2026Q2: 2,381 shares 2,381 $349K 0.06% -1,005 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,402 shares 3,402 $347K 0.06% +402 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: 2,427 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,427 shares; 2025Q4: 2,481 shares; 2026Q1: 2,834 shares; 2026Q2: 2,501 shares 2,501 $344K 0.06% -333 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: 3,539 shares; 2025Q1: 3,689 shares; 2025Q2: 3,764 shares; 2025Q3: 3,090 shares; 2025Q4: 2,899 shares; 2026Q1: 2,904 shares; 2026Q2: 2,904 shares 2,904 $341K 0.05% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,788 shares; 2026Q2: 2,788 shares 2,788 $336K 0.05% 0 Timeline BSV 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; 2024Q3: not reported; 2024Q4: 4,304 shares; 2025Q1: 4,304 shares; 2025Q2: 4,304 shares; 2025Q3: 4,304 shares; 2025Q4: 4,304 shares; 2026Q1: 4,304 shares; 2026Q2: 4,304 shares 4,304 $335K 0.05% 0 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: not reported; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $334K 0.05% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,464 shares; 2024Q4: 7,279 shares; 2025Q1: 7,279 shares; 2025Q2: 6,529 shares; 2025Q3: 7,141 shares; 2025Q4: 5,991 shares; 2026Q1: 5,991 shares; 2026Q2: 4,799 shares 4,799 $328K 0.05% -1,192 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149 shares; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,149 shares; 2025Q4: 2,051 shares; 2026Q1: 2,051 shares; 2026Q2: 1,956 shares 1,956 $326K 0.05% -95 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,370 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares; 2026Q2: 2,370 shares 2,370 $309K 0.05% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,363 shares; 2024Q4: 4,363 shares; 2025Q1: 4,363 shares; 2025Q2: 4,363 shares; 2025Q3: 4,363 shares; 2025Q4: 4,363 shares; 2026Q1: 4,363 shares; 2026Q2: 4,363 shares 4,363 $305K 0.05% 0 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,604 shares; 2026Q2: 1,879 shares 1,879 $301K 0.05% +275 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 2,176 shares; 2025Q3: 2,176 shares; 2025Q4: 2,176 shares; 2026Q1: 2,176 shares; 2026Q2: 10,880 shares 10,880 $298K 0.05% +8,704 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,651 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 2,664 shares; 2025Q4: not reported; 2026Q1: 2,711 shares; 2026Q2: 2,711 shares 2,711 $298K 0.05% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares; 2026Q1: 1,241 shares; 2026Q2: 1,241 shares 1,241 $297K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407 shares 407 $294K 0.05% new Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 471 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 462 shares 462 $294K 0.05% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,018 shares; 2024Q4: not reported; 2025Q1: 7,018 shares; 2025Q2: 7,018 shares; 2025Q3: 7,018 shares; 2025Q4: 7,018 shares; 2026Q1: 7,018 shares; 2026Q2: 7,018 shares 7,018 $291K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 577 shares; 2025Q1: 1,023 shares; 2025Q2: 1,453 shares; 2025Q3: 738 shares; 2025Q4: 685 shares; 2026Q1: 649 shares; 2026Q2: 563 shares 563 $282K 0.05% -86 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 747 shares; 2025Q3: 1,082 shares; 2025Q4: 1,571 shares; 2026Q1: 2,006 shares; 2026Q2: 1,975 shares 1,975 $281K 0.05% -31 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 714 shares 714 $278K 0.04% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,209 shares; 2024Q4: 3,210 shares; 2025Q1: 3,211 shares; 2025Q2: 3,327 shares; 2025Q3: 3,328 shares; 2025Q4: 5,561 shares; 2026Q1: 5,562 shares; 2026Q2: 5,369 shares 5,369 $273K 0.04% -193 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: 1,682 shares; 2025Q1: 1,682 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares; 2025Q4: 1,682 shares; 2026Q1: 1,682 shares; 2026Q2: 1,548 shares 1,548 $272K 0.04% -134 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: 3,520 shares; 2024Q4: 3,520 shares; 2025Q1: 3,520 shares; 2025Q2: 3,520 shares; 2025Q3: 3,520 shares; 2025Q4: 3,520 shares; 2026Q1: 3,520 shares; 2026Q2: 3,520 shares 3,520 $271K 0.04% 0 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP 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: 6,305 shares 6,305 $257K 0.04% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,640 shares 1,640 $256K 0.04% 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: 2,783 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares; 2026Q2: 2,182 shares 2,182 $256K 0.04% -141 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,061 shares; 2024Q4: 3,571 shares; 2025Q1: 3,359 shares; 2025Q2: 3,359 shares; 2025Q3: 3,359 shares; 2025Q4: 3,254 shares; 2026Q1: 3,128 shares; 2026Q2: 2,914 shares 2,914 $256K 0.04% -214 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,508 shares; 2025Q4: 2,554 shares; 2026Q1: 2,519 shares; 2026Q2: 2,579 shares 2,579 $252K 0.04% +60 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: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares; 2026Q2: 919 shares 919 $250K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908 shares; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 1,946 shares; 2025Q3: 2,036 shares; 2025Q4: 1,825 shares; 2026Q1: 1,624 shares; 2026Q2: 1,624 shares 1,624 $246K 0.04% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 2,296 shares; 2025Q1: 2,303 shares; 2025Q2: 2,311 shares; 2025Q3: 2,289 shares; 2025Q4: 2,195 shares; 2026Q1: 2,203 shares; 2026Q2: 2,210 shares 2,210 $245K 0.04% +7 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES 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: 603 shares 603 $239K 0.04% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,347 shares 2,347 $233K 0.04% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,364 shares; 2024Q4: 10,481 shares; 2025Q1: 10,186 shares; 2025Q2: 11,149 shares; 2025Q3: 7,834 shares; 2025Q4: 7,834 shares; 2026Q1: 6,257 shares; 2026Q2: 6,257 shares 6,257 $230K 0.04% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,881 shares; 2025Q3: 6,881 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares; 2026Q2: 2,810 shares 2,810 $228K 0.04% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,844 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,844 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares; 2026Q2: 3,261 shares 3,261 $225K 0.04% +1 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: 2,079 shares; 2024Q4: 2,301 shares; 2025Q1: 2,173 shares; 2025Q2: 2,004 shares; 2025Q3: 1,652 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares; 2026Q2: 1,652 shares 1,652 $224K 0.04% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 554 shares 554 $223K 0.04% new Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,075 shares 5,075 $222K 0.04% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,884 shares; 2024Q4: 1,614 shares; 2025Q1: 1,510 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 875 shares 875 $221K 0.04% 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; 2024Q3: 317 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 224 shares 224 $219K 0.04% -58 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: 2,325 shares 2,325 $214K 0.03% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 2,162 shares 2,162 $212K 0.03% +232 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: not reported; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 2,301 shares; 2026Q2: 2,301 shares 2,301 $209K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 819 shares 819 $203K 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,712 shares; 2024Q4: not reported; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares; 2026Q2: 1,712 shares 1,712 $202K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,408 shares 1,408 $202K 0.03% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,618 shares; 2024Q4: 36,618 shares; 2025Q1: 36,618 shares; 2025Q2: 36,618 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares; 2026Q2: 35,000 shares 35,000 $110K 0.02% 0 Timeline EVTL VERTICAL AEROSPACE LTD More: the full row for VERTICAL AEROSPACE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,556 shares; 2025Q4: 16,556 shares; 2026Q1: 16,556 shares; 2026Q2: 16,556 shares 16,556 $28.8K <0.01% 0 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $21.5K <0.01% 0 Timeline