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: 295,537 shares; 2024Q4: 148,409 shares; 2025Q1: 156,884 shares; 2025Q2: 172,044 shares; 2025Q3: 136,722 shares; 2025Q4: 181,105 shares; 2026Q1: 180,162 shares; 2026Q2: 180,376 shares 180,376 $10.8M 11.7% +214 Timeline ESGD 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: 72,693 shares; 2025Q3: 185,230 shares; 2025Q4: 211,190 shares; 2026Q1: 254,427 shares; 2026Q2: 104,247 shares 104,247 $10.7M 11.65% -150,180 Timeline ESGE 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: 140,414 shares; 2025Q3: 197,985 shares; 2025Q4: 363,728 shares; 2026Q1: 369,453 shares; 2026Q2: 192,398 shares 192,398 $10.5M 11.43% -177,055 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: 45,615 shares; 2024Q4: 34,438 shares; 2025Q1: 43,108 shares; 2025Q2: 41,996 shares; 2025Q3: 39,889 shares; 2025Q4: 69,308 shares; 2026Q1: 68,087 shares; 2026Q2: 342,756 shares 342,756 $9.39M 10.21% +274,669 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,712 shares; 2024Q4: 38,945 shares; 2025Q1: 41,771 shares; 2025Q2: 40,843 shares; 2025Q3: 37,494 shares; 2025Q4: 50,646 shares; 2026Q1: 24,234 shares; 2026Q2: 24,434 shares 24,434 $8.38M 9.1% +200 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694,636 shares; 2024Q4: 638,823 shares; 2025Q1: 555,012 shares; 2025Q2: 345,887 shares; 2025Q3: 247,947 shares; 2025Q4: 141,379 shares; 2026Q1: 195,657 shares; 2026Q2: 140,912 shares 140,912 $7.04M 7.65% -54,745 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,602 shares; 2024Q4: 98,634 shares; 2025Q1: 107,155 shares; 2025Q2: 126,874 shares; 2025Q3: 119,658 shares; 2025Q4: 127,851 shares; 2026Q1: 126,892 shares; 2026Q2: 126,734 shares 126,734 $6.92M 7.52% -158 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,370 shares; 2025Q4: 22,999 shares; 2026Q1: 44,239 shares; 2026Q2: 21,669 shares 21,669 $5.05M 5.49% -22,570 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: 15,557 shares; 2024Q4: 14,959 shares; 2025Q1: 14,985 shares; 2025Q2: 14,852 shares; 2025Q3: 13,975 shares; 2025Q4: 13,976 shares; 2026Q1: 14,241 shares; 2026Q2: 19,532 shares 19,532 $3.91M 4.25% +5,291 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,730 shares; 2024Q4: 108,783 shares; 2025Q1: 109,288 shares; 2025Q2: 110,174 shares; 2025Q3: 110,468 shares; 2025Q4: 123,208 shares; 2026Q1: 47,307 shares; 2026Q2: 47,559 shares 47,559 $3.39M 3.68% +252 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: 4,909 shares; 2024Q4: 4,611 shares; 2025Q1: 4,581 shares; 2025Q2: 4,419 shares; 2025Q3: 4,046 shares; 2025Q4: 4,707 shares; 2026Q1: 4,474 shares; 2026Q2: 4,450 shares 4,450 $3.33M 3.62% -24 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,806 shares; 2024Q4: 63,026 shares; 2025Q1: 64,209 shares; 2025Q2: 64,057 shares; 2025Q3: 48,455 shares; 2025Q4: 60,169 shares; 2026Q1: 58,540 shares; 2026Q2: 58,203 shares 58,203 $2.6M 2.83% -337 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: 3,281 shares; 2024Q4: 3,345 shares; 2025Q1: 3,360 shares; 2025Q2: 3,321 shares; 2025Q3: 3,337 shares; 2025Q4: 3,353 shares; 2026Q1: 4,984 shares; 2026Q2: 4,997 shares 4,997 $1.64M 1.78% +13 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: 1,114 shares; 2024Q4: 1,118 shares; 2025Q1: 1,122 shares; 2025Q2: 1,126 shares; 2025Q3: 1,129 shares; 2025Q4: 1,133 shares; 2026Q1: 1,136 shares; 2026Q2: 1,172 shares 1,172 $743K 0.81% +36 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: 733 shares; 2024Q4: 787 shares; 2025Q1: 820 shares; 2025Q2: 734 shares; 2025Q3: 1,130 shares; 2025Q4: 1,452 shares; 2026Q1: 1,983 shares; 2026Q2: 1,409 shares 1,409 $586K 0.64% -574 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,747 shares; 2024Q4: 4,847 shares; 2025Q1: 3,370 shares; 2025Q2: 5,094 shares; 2025Q3: 3,744 shares; 2025Q4: 5,198 shares; 2026Q1: 4,233 shares; 2026Q2: 5,091 shares 5,091 $577K 0.63% +858 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,142 shares; 2024Q4: 3,226 shares; 2025Q1: 4,971 shares; 2025Q2: 4,445 shares; 2025Q3: 4,492 shares; 2025Q4: 6,113 shares; 2026Q1: 6,574 shares; 2026Q2: 6,158 shares 6,158 $557K 0.61% -416 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,050 shares; 2025Q3: 4,066 shares; 2025Q4: 8,146 shares; 2026Q1: 8,164 shares; 2026Q2: 8,180 shares 8,180 $551K 0.6% +16 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,608 shares; 2024Q4: 7,887 shares; 2025Q1: 7,887 shares; 2025Q2: 7,907 shares; 2025Q3: 7,945 shares; 2025Q4: 7,977 shares; 2026Q1: 7,990 shares; 2026Q2: 7,997 shares 7,997 $538K 0.58% +7 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: 3,883 shares; 2024Q4: 2,683 shares; 2025Q1: not reported; 2025Q2: 2,893 shares; 2025Q3: 3,012 shares; 2025Q4: 3,756 shares; 2026Q1: 5,043 shares; 2026Q2: 5,665 shares 5,665 $514K 0.56% +622 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,052 shares; 2024Q4: 25,665 shares; 2025Q1: 26,006 shares; 2025Q2: 20,571 shares; 2025Q3: 17,919 shares; 2025Q4: 17,760 shares; 2026Q1: 8,232 shares; 2026Q2: 7,020 shares 7,020 $476K 0.52% -1,212 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: 14,294 shares; 2024Q4: 14,903 shares; 2025Q1: 8,651 shares; 2025Q2: 13,428 shares; 2025Q3: 12,578 shares; 2025Q4: 19,104 shares; 2026Q1: 13,090 shares; 2026Q2: 18,210 shares 18,210 $438K 0.48% +5,120 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 3,077 shares; 2025Q1: 3,001 shares; 2025Q2: 4,333 shares; 2025Q3: 4,145 shares; 2025Q4: 4,280 shares; 2026Q1: 5,319 shares; 2026Q2: 5,319 shares 5,319 $416K 0.45% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 915 shares; 2026Q1: 1,288 shares; 2026Q2: 2,040 shares 2,040 $389K 0.42% +752 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: 430 shares; 2024Q4: 413 shares; 2025Q1: 524 shares; 2025Q2: 891 shares; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 579 shares; 2026Q2: 669 shares 669 $336K 0.36% +90 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 29,654 shares; 2026Q2: 29,654 shares 29,654 $307K 0.33% 0 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,429 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,659 shares; 2026Q2: 10,568 shares 10,568 $305K 0.33% -5,091 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: 1,413 shares; 2025Q3: 1,424 shares; 2025Q4: 1,437 shares; 2026Q1: 1,450 shares; 2026Q2: 1,463 shares 1,463 $265K 0.29% +13 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 368 shares; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 412 shares; 2025Q4: 427 shares; 2026Q1: 460 shares; 2026Q2: 415 shares 415 $259K 0.28% -45 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC 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: 15,119 shares; 2026Q2: 7,676 shares 7,676 $243K 0.26% -7,443 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: 8,069 shares; 2024Q4: 13,154 shares; 2025Q1: 14,334 shares; 2025Q2: 16,391 shares; 2025Q3: 16,444 shares; 2025Q4: 3,465 shares; 2026Q1: 1,317 shares; 2026Q2: 1,084 shares 1,084 $236K 0.26% -233 Timeline ZURA ZURA BIO LTD More: the full row for ZURA BIO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,810 shares; 2024Q4: 53,734 shares; 2025Q1: 108,308 shares; 2025Q2: 63,985 shares; 2025Q3: 21,518 shares; 2025Q4: 19,577 shares; 2026Q1: 14,901 shares; 2026Q2: 26,968 shares 26,968 $159K 0.17% +12,067 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,491 shares; 2024Q4: 19,023 shares; 2025Q1: 62,973 shares; 2025Q2: 35,181 shares; 2025Q3: 52,258 shares; 2025Q4: 51,320 shares; 2026Q1: 55,125 shares; 2026Q2: 88,779 shares 88,779 $114K 0.12% +33,654 Timeline CTMX CYTOMX THERAPEUTICS INC. More: the full row for CYTOMX THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,760 shares; 2024Q4: 64,259 shares; 2025Q1: 100,070 shares; 2025Q2: 27,698 shares; 2025Q3: 18,109 shares; 2025Q4: 18,699 shares; 2026Q1: 12,476 shares; 2026Q2: 25,033 shares 25,033 $93.9K 0.1% +12,557 Timeline BCYC BICYCLE THERAPEUTICS PLC More: the full row for BICYCLE THERAPEUTICS 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: 13,371 shares; 2026Q1: 14,394 shares; 2026Q2: 21,822 shares 21,822 $92.5K 0.1% +7,428 Timeline NKTX NKARTA INC More: the full row for NKARTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,646 shares; 2024Q4: 30,046 shares; 2025Q1: 29,191 shares; 2025Q2: 27,979 shares; 2025Q3: 39,452 shares; 2025Q4: 40,702 shares; 2026Q1: 43,835 shares; 2026Q2: 28,955 shares 28,955 $81.9K 0.09% -14,880 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,483 shares; 2024Q4: 16,433 shares; 2025Q1: 28,591 shares; 2025Q2: 27,575 shares; 2025Q3: 27,027 shares; 2025Q4: 13,226 shares; 2026Q1: 14,240 shares; 2026Q2: 14,240 shares 14,240 $81.3K 0.09% 0 Timeline