STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,366 shares; 2024Q4: 265,233 shares; 2025Q1: 263,281 shares; 2025Q2: 262,281 shares; 2025Q3: 258,281 shares; 2025Q4: 257,449 shares; 2026Q1: 257,593 shares; 2026Q2: 257,593 shares 257,593 $54.2M 41.74% 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: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 13,000 shares 13,000 $7.55M 5.81% -7,000 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 26,000 shares 26,000 $7.18M 5.53% -14,000 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares; 2025Q3: 36,000 shares; 2025Q4: 20,000 shares; 2026Q1: 10,000 shares; 2026Q2: 6,500 shares 6,500 $5.58M 4.29% -3,500 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY 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: 60,000 shares; 2026Q2: 60,000 shares 60,000 $5.17M 3.98% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 20,000 shares; 2026Q2: 13,000 shares 13,000 $5.13M 3.95% -7,000 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 10,000 shares; 2026Q1: 21,675 shares; 2026Q2: 28,875 shares 28,875 $4.67M 3.6% +7,200 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS 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: 27,000 shares; 2026Q2: 27,000 shares 27,000 $3.85M 2.96% 0 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: 13,142 shares; 2024Q4: 13,142 shares; 2025Q1: 13,142 shares; 2025Q2: 13,107 shares; 2025Q3: 13,107 shares; 2025Q4: 19,957 shares; 2026Q1: 13,097 shares; 2026Q2: 13,097 shares 13,097 $3.79M 2.92% 0 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS 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: 30,000 shares; 2026Q2: 32,522 shares 32,522 $3.65M 2.81% +2,522 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $3.04M 2.34% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 153,564 shares 153,564 $2.75M 2.12% new Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 25,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $2.73M 2.1% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 10,000 shares 10,000 $1.8M 1.38% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 7,000 shares; 2026Q2: 14,000 shares 14,000 $1.42M 1.1% +7,000 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI 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: 5,000 shares 5,000 $1.32M 1.01% new Timeline FFIV F5 INC More: the full row for F5 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: 2,944 shares 2,944 $1.23M 0.94% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,392 shares; 2024Q4: 3,392 shares; 2025Q1: 3,362 shares; 2025Q2: 3,362 shares; 2025Q3: 3,362 shares; 2025Q4: 4,222 shares; 2026Q1: 3,263 shares; 2026Q2: 3,218 shares 3,218 $1.2M 0.92% -45 Timeline TDUP THREDUP INC More: the full row for THREDUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,500 shares; 2024Q4: 118,500 shares; 2025Q1: 125,155 shares; 2025Q2: 128,055 shares; 2025Q3: 143,555 shares; 2025Q4: 152,555 shares; 2026Q1: 160,555 shares; 2026Q2: 160,555 shares 160,555 $1.1M 0.85% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $1.05M 0.81% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 16,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $995K 0.77% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,000 shares; 2024Q4: 40,000 shares; 2025Q1: 10,000 shares; 2025Q2: 30,000 shares; 2025Q3: 35,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $816K 0.63% new Timeline ANIK ANIKA THERAPEUTICS INC More: the full row for ANIKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,839 shares; 2024Q4: 56,839 shares; 2025Q1: 56,839 shares; 2025Q2: 56,839 shares; 2025Q3: 56,839 shares; 2025Q4: 58,210 shares; 2026Q1: 53,662 shares; 2026Q2: 53,662 shares 53,662 $785K 0.6% 0 Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS 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: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 75,136 shares; 2026Q2: 75,136 shares 75,136 $709K 0.55% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,500 shares; 2024Q4: 23,500 shares; 2025Q1: 18,800 shares; 2025Q2: 18,800 shares; 2025Q3: 18,800 shares; 2025Q4: 18,800 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $694K 0.53% 0 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,222 shares; 2024Q4: 8,222 shares; 2025Q1: 8,222 shares; 2025Q2: 8,222 shares; 2025Q3: 8,222 shares; 2025Q4: 8,222 shares; 2026Q1: 8,222 shares; 2026Q2: 5,722 shares 5,722 $635K 0.49% -2,500 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,000 shares; 2025Q4: 50,000 shares; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $538K 0.41% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $533K 0.41% 0 Timeline PLSE PULSE BIOSCIENCES INC More: the full row for PULSE BIOSCIENCES 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: 19,000 shares; 2026Q2: 19,000 shares 19,000 $527K 0.41% 0 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,000 shares; 2025Q2: 41,000 shares; 2025Q3: 43,508 shares; 2025Q4: 33,508 shares; 2026Q1: 33,508 shares; 2026Q2: 65,508 shares 65,508 $525K 0.4% +32,000 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,003 shares; 2025Q3: 23,000 shares; 2025Q4: 10,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $495K 0.38% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,927 shares; 2024Q4: 2,927 shares; 2025Q1: 2,927 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 5,854 shares; 2026Q1: 2,941 shares; 2026Q2: 2,941 shares 2,941 $476K 0.37% 0 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: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares; 2026Q2: 1,137 shares 1,137 $419K 0.32% 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: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,498 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,498 shares; 2026Q2: 2,498 shares 2,498 $407K 0.31% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,500 shares 1,500 $368K 0.28% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 4,312 shares; 2026Q1: 2,176 shares; 2026Q2: 2,176 shares 2,176 $361K 0.28% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: not reported; 2026Q2: 3,000 shares 3,000 $355K 0.27% new Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,327 shares; 2024Q4: 24,327 shares; 2025Q1: 23,327 shares; 2025Q2: 22,327 shares; 2025Q3: 22,327 shares; 2025Q4: 22,327 shares; 2026Q1: 20,027 shares; 2026Q2: 20,027 shares 20,027 $344K 0.26% 0 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares; 2026Q2: 13,500 shares 13,500 $303K 0.23% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 2,300 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $294K 0.23% 0 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING 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: 6,700 shares; 2026Q1: 6,700 shares; 2026Q2: 6,700 shares 6,700 $288K 0.22% 0 Timeline FSLY FASTLY INC More: the full row for FASTLY 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: 12,000 shares 12,000 $220K 0.17% new 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: 400 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: not reported; 2026Q2: 400 shares 400 $201K 0.15% new Timeline VNDA VANDA PHARMACEUTICALS INC More: the full row for VANDA PHARMACEUTICALS 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: 21,880 shares; 2026Q2: 21,880 shares 21,880 $134K 0.1% 0 Timeline LXRX LEXICON PHARMACEUTICALS INC More: the full row for LEXICON PHARMACEUTICALS 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: 20,000 shares; 2026Q2: 20,000 shares 20,000 $48K 0.04% 0 Timeline JSPR JASPER THERAPEUTICS INC More: the full row for JASPER THERAPEUTICS 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: 35,000 shares; 2026Q2: 35,000 shares 35,000 $15K 0.01% 0 Timeline