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: 168,068 shares; 2024Q4: 169,655 shares; 2025Q1: 173,312 shares; 2025Q2: 175,006 shares; 2025Q3: 190,157 shares; 2025Q4: 190,510 shares; 2026Q1: 198,544 shares; 2026Q2: 200,882 shares 200,882 $101M 9.71% +2,338 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: 326,144 shares; 2024Q4: 330,235 shares; 2025Q1: 354,848 shares; 2025Q2: 388,213 shares; 2025Q3: 387,343 shares; 2025Q4: 384,948 shares; 2026Q1: 401,053 shares; 2026Q2: 401,973 shares 401,973 $95.8M 9.26% +920 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: 191,797 shares; 2024Q4: 203,605 shares; 2025Q1: 245,416 shares; 2025Q2: 277,492 shares; 2025Q3: 269,351 shares; 2025Q4: 253,587 shares; 2026Q1: 244,280 shares; 2026Q2: 235,795 shares 235,795 $83.3M 8.05% -8,485 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: 200,748 shares; 2024Q4: 262,928 shares; 2025Q1: 317,389 shares; 2025Q2: 511,680 shares; 2025Q3: 408,726 shares; 2025Q4: 400,371 shares; 2026Q1: 412,624 shares; 2026Q2: 415,391 shares 415,391 $83.1M 8.03% +2,767 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: 289,607 shares; 2024Q4: 296,230 shares; 2025Q1: 294,699 shares; 2025Q2: 310,702 shares; 2025Q3: 300,997 shares; 2025Q4: 277,868 shares; 2026Q1: 279,620 shares; 2026Q2: 277,192 shares 277,192 $80.2M 7.75% -2,428 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: 101,016 shares; 2024Q4: 101,297 shares; 2025Q1: 99,556 shares; 2025Q2: 117,236 shares; 2025Q3: 114,662 shares; 2025Q4: 114,755 shares; 2026Q1: 122,134 shares; 2026Q2: 132,836 shares 132,836 $74.8M 7.23% +10,702 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,357 shares; 2024Q4: 586,476 shares; 2025Q1: 685,227 shares; 2025Q2: 817,442 shares; 2025Q3: 843,178 shares; 2025Q4: 1,014,919 shares; 2026Q1: 1,178,093 shares; 2026Q2: 1,368,146 shares 1,368,146 $69.2M 6.69% +190,053 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: 164,163 shares; 2024Q4: 165,171 shares; 2025Q1: 164,288 shares; 2025Q2: 188,944 shares; 2025Q3: 185,038 shares; 2025Q4: 164,011 shares; 2026Q1: 161,839 shares; 2026Q2: 163,779 shares 163,779 $55.4M 5.35% +1,940 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: 106,100 shares; 2024Q4: 107,174 shares; 2025Q1: 110,848 shares; 2025Q2: 115,580 shares; 2025Q3: 115,887 shares; 2025Q4: 115,242 shares; 2026Q1: 122,966 shares; 2026Q2: 147,040 shares 147,040 $54.8M 5.3% +24,074 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: 290,031 shares; 2024Q4: 303,515 shares; 2025Q1: 410,792 shares; 2025Q2: 441,138 shares; 2025Q3: 441,637 shares; 2025Q4: 453,976 shares; 2026Q1: 480,068 shares; 2026Q2: 484,844 shares 484,844 $35M 3.38% +4,776 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,128 shares; 2025Q3: 84,013 shares; 2025Q4: 82,717 shares; 2026Q1: 99,354 shares; 2026Q2: 99,117 shares 99,117 $33.8M 3.27% -237 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,621 shares; 2024Q4: 52,989 shares; 2025Q1: 53,185 shares; 2025Q2: 61,534 shares; 2025Q3: 61,129 shares; 2025Q4: 105,054 shares; 2026Q1: 107,265 shares; 2026Q2: 106,414 shares 106,414 $31.2M 3.01% -851 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: 150,011 shares; 2024Q4: 162,224 shares; 2025Q1: 158,637 shares; 2025Q2: 162,380 shares; 2025Q3: 160,879 shares; 2025Q4: 153,688 shares; 2026Q1: 149,000 shares; 2026Q2: 145,998 shares 145,998 $27.7M 2.68% -3,002 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: 57,900 shares; 2024Q4: 59,406 shares; 2025Q1: 62,890 shares; 2025Q2: 65,211 shares; 2025Q3: 70,415 shares; 2025Q4: 69,839 shares; 2026Q1: 71,931 shares; 2026Q2: 74,346 shares 74,346 $25.5M 2.46% +2,415 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: 70,996 shares; 2024Q4: 75,684 shares; 2025Q1: 86,212 shares; 2025Q2: 93,867 shares; 2025Q3: 101,976 shares; 2025Q4: 112,933 shares; 2026Q1: 122,013 shares; 2026Q2: 125,484 shares 125,484 $19.8M 1.92% +3,471 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,781 shares; 2024Q4: 75,424 shares; 2025Q1: 117,912 shares; 2025Q2: 123,971 shares; 2025Q3: 121,799 shares; 2025Q4: 119,482 shares; 2026Q1: 108,434 shares; 2026Q2: 111,568 shares 111,568 $19.6M 1.89% +3,134 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,706 shares; 2024Q4: 31,404 shares; 2025Q1: 30,403 shares; 2025Q2: 21,352 shares; 2025Q3: 21,072 shares; 2025Q4: 206,192 shares; 2026Q1: 254,824 shares; 2026Q2: 259,047 shares 259,047 $18.5M 1.79% +4,223 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: 68,554 shares; 2024Q4: 68,552 shares; 2025Q1: 68,301 shares; 2025Q2: 68,635 shares; 2025Q3: 68,081 shares; 2025Q4: 68,110 shares; 2026Q1: 68,372 shares; 2026Q2: 68,370 shares 68,370 $17.4M 1.68% -2 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: 4,652 shares; 2024Q4: 4,610 shares; 2025Q1: 4,024 shares; 2025Q2: 2,574 shares; 2025Q3: 2,285 shares; 2025Q4: 1,961 shares; 2026Q1: 2,267 shares; 2026Q2: 39,285 shares 39,285 $13.9M 1.34% +37,018 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: not reported; 2024Q4: 20,293 shares; 2025Q1: 62,258 shares; 2025Q2: 90,156 shares; 2025Q3: 89,969 shares; 2025Q4: 87,531 shares; 2026Q1: 99,945 shares; 2026Q2: 103,982 shares 103,982 $12.1M 1.17% +4,037 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: 6,839 shares; 2024Q4: 8,317 shares; 2025Q1: 11,292 shares; 2025Q2: 8,210 shares; 2025Q3: 7,906 shares; 2025Q4: 7,668 shares; 2026Q1: 7,718 shares; 2026Q2: 7,824 shares 7,824 $5.84M 0.56% +106 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: 4,832 shares; 2024Q4: 5,924 shares; 2025Q1: 7,734 shares; 2025Q2: 7,447 shares; 2025Q3: 7,381 shares; 2025Q4: 7,748 shares; 2026Q1: 7,683 shares; 2026Q2: 7,753 shares 7,753 $5.71M 0.55% +70 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: 14,552 shares; 2024Q4: 14,890 shares; 2025Q1: 14,889 shares; 2025Q2: 14,883 shares; 2025Q3: 14,768 shares; 2025Q4: 14,748 shares; 2026Q1: 15,185 shares; 2026Q2: 14,981 shares 14,981 $5.54M 0.54% -204 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: 3,338 shares; 2024Q4: 4,338 shares; 2025Q1: 4,488 shares; 2025Q2: 5,894 shares; 2025Q3: 4,488 shares; 2025Q4: 4,474 shares; 2026Q1: 5,145 shares; 2026Q2: 5,143 shares 5,143 $5.48M 0.53% -2 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: 47,708 shares; 2024Q4: 47,795 shares; 2025Q1: 43,267 shares; 2025Q2: 39,129 shares; 2025Q3: 35,909 shares; 2025Q4: 34,474 shares; 2026Q1: 36,031 shares; 2026Q2: 34,927 shares 34,927 $3.96M 0.38% -1,104 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,944 shares; 2025Q1: 2,383 shares; 2025Q2: 3,107 shares; 2025Q3: 7,221 shares; 2025Q4: 7,225 shares; 2026Q1: 7,449 shares; 2026Q2: 7,481 shares 7,481 $3.15M 0.3% +32 Timeline 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: 48,367 shares; 2024Q4: 51,805 shares; 2025Q1: 18,579 shares; 2025Q2: 29,384 shares; 2025Q3: 23,148 shares; 2025Q4: 32,045 shares; 2026Q1: 55,775 shares; 2026Q2: 48,882 shares 48,882 $2.84M 0.27% -6,893 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: 4,492 shares; 2024Q4: 4,683 shares; 2025Q1: 4,928 shares; 2025Q2: 4,762 shares; 2025Q3: 4,517 shares; 2025Q4: 5,237 shares; 2026Q1: 5,018 shares; 2026Q2: 30,794 shares 30,794 $2.65M 0.26% +25,776 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 6,011 shares; 2025Q2: 6,061 shares; 2025Q3: 6,061 shares; 2025Q4: 6,063 shares; 2026Q1: 6,061 shares; 2026Q2: 6,061 shares 6,061 $2.58M 0.25% 0 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: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 1,638 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,698 shares; 2026Q1: 1,827 shares; 2026Q2: 2,618 shares 2,618 $2.45M 0.24% +791 Timeline SMH 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: 2,834 shares; 2024Q4: 2,838 shares; 2025Q1: 3,171 shares; 2025Q2: 3,383 shares; 2025Q3: 3,317 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $2.16M 0.21% 0 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,126 shares; 2024Q4: 31,126 shares; 2025Q1: 31,126 shares; 2025Q2: 62,251 shares; 2025Q3: 31,125 shares; 2025Q4: 31,125 shares; 2026Q1: 31,125 shares; 2026Q2: 31,125 shares 31,125 $1.93M 0.19% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,076 shares; 2024Q4: 16,862 shares; 2025Q1: 16,387 shares; 2025Q2: 14,166 shares; 2025Q3: 13,707 shares; 2025Q4: 12,859 shares; 2026Q1: 12,833 shares; 2026Q2: 12,833 shares 12,833 $1.88M 0.18% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 11,286 shares; 2025Q1: 11,118 shares; 2025Q2: 9,995 shares; 2025Q3: 6,943 shares; 2025Q4: 3,100 shares; 2026Q1: 4,008 shares; 2026Q2: 4,028 shares 4,028 $1.52M 0.15% +20 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: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,278 shares; 2026Q1: 5,278 shares; 2026Q2: 5,262 shares 5,262 $1.28M 0.12% -16 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: 8,624 shares; 2025Q1: 8,624 shares; 2025Q2: 17,124 shares; 2025Q3: 8,555 shares; 2025Q4: 8,559 shares; 2026Q1: 8,555 shares; 2026Q2: 8,555 shares 8,555 $1.22M 0.12% 0 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: 252 shares; 2024Q4: not reported; 2025Q1: 355 shares; 2025Q2: 399 shares; 2025Q3: 1,099 shares; 2025Q4: 1,063 shares; 2026Q1: 988 shares; 2026Q2: 989 shares 989 $1.19M 0.11% +1 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: 3,104 shares; 2024Q4: 3,021 shares; 2025Q1: 3,040 shares; 2025Q2: 2,468 shares; 2025Q3: 2,354 shares; 2025Q4: 2,252 shares; 2026Q1: 3,555 shares; 2026Q2: 3,617 shares 3,617 $1.18M 0.11% +62 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: 1,488 shares; 2024Q4: 1,512 shares; 2025Q1: 1,524 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,564 shares; 2026Q1: 2,336 shares; 2026Q2: 2,336 shares 2,336 $1.12M 0.11% 0 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: 8,222 shares; 2024Q4: 8,242 shares; 2025Q1: 7,971 shares; 2025Q2: 7,964 shares; 2025Q3: 7,974 shares; 2025Q4: 7,997 shares; 2026Q1: 8,070 shares; 2026Q2: 8,077 shares 8,077 $1.04M 0.1% +7 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: 3,732 shares; 2024Q4: 3,616 shares; 2025Q1: 3,465 shares; 2025Q2: 2,885 shares; 2025Q3: 2,601 shares; 2025Q4: 2,299 shares; 2026Q1: 2,279 shares; 2026Q2: 1,951 shares 1,951 $1M 0.1% -328 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,258 shares; 2024Q4: 54,885 shares; 2025Q1: 54,843 shares; 2025Q2: not reported; 2025Q3: 7,116 shares; 2025Q4: 6,173 shares; 2026Q1: 4,516 shares; 2026Q2: 3,914 shares 3,914 $996K 0.1% -602 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,117 shares; 2024Q4: 8,117 shares; 2025Q1: 8,117 shares; 2025Q2: 9,334 shares; 2025Q3: 8,117 shares; 2025Q4: 8,117 shares; 2026Q1: 8,117 shares; 2026Q2: 8,117 shares 8,117 $985K 0.1% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,501 shares; 2025Q1: 13,407 shares; 2025Q2: not reported; 2025Q3: 13,211 shares; 2025Q4: 13,211 shares; 2026Q1: 13,211 shares; 2026Q2: 13,211 shares 13,211 $969K 0.09% 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: 3,413 shares; 2024Q4: 5,258 shares; 2025Q1: 4,763 shares; 2025Q2: 5,380 shares; 2025Q3: 4,659 shares; 2025Q4: 4,590 shares; 2026Q1: 5,472 shares; 2026Q2: 5,582 shares 5,582 $925K 0.09% +110 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: 2,092 shares; 2024Q4: 2,092 shares; 2025Q1: 2,097 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,367 shares; 2026Q1: 4,387 shares; 2026Q2: 4,387 shares 4,387 $917K 0.09% 0 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: not reported; 2025Q3: not reported; 2025Q4: 189 shares; 2026Q1: 398 shares; 2026Q2: 402 shares 402 $800K 0.08% +4 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,360 shares; 2025Q2: not reported; 2025Q3: 1,232 shares; 2025Q4: 1,274 shares; 2026Q1: 1,052 shares; 2026Q2: 1,024 shares 1,024 $781K 0.08% -28 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 3,736 shares; 2026Q1: 3,686 shares; 2026Q2: 3,891 shares 3,891 $741K 0.07% +205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,867 shares; 2026Q1: 8,338 shares; 2026Q2: 8,343 shares 8,343 $659K 0.06% +5 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,043 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $653K 0.06% 0 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 163,926 shares; 2026Q1: 163,926 shares; 2026Q2: 163,926 shares 163,926 $602K 0.06% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,081 shares; 2024Q4: 5,426 shares; 2025Q1: 5,426 shares; 2025Q2: 5,426 shares; 2025Q3: 5,426 shares; 2025Q4: 4,926 shares; 2026Q1: 9,514 shares; 2026Q2: 9,514 shares 9,514 $598K 0.06% 0 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: 6,849 shares; 2024Q4: 5,893 shares; 2025Q1: 3,471 shares; 2025Q2: 2,946 shares; 2025Q3: 2,986 shares; 2025Q4: 2,940 shares; 2026Q1: 2,596 shares; 2026Q2: 2,140 shares 2,140 $578K 0.06% -456 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: 13,152 shares; 2024Q4: 12,348 shares; 2025Q1: 8,484 shares; 2025Q2: 6,105 shares; 2025Q3: 5,668 shares; 2025Q4: 5,050 shares; 2026Q1: 4,836 shares; 2026Q2: 4,121 shares 4,121 $558K 0.05% -715 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: 1,126 shares; 2024Q4: 1,125 shares; 2025Q1: 669 shares; 2025Q2: 671 shares; 2025Q3: 678 shares; 2025Q4: 709 shares; 2026Q1: 719 shares; 2026Q2: 796 shares 796 $547K 0.05% +77 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: 5,442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,361 shares; 2025Q3: 7,629 shares; 2025Q4: 7,685 shares; 2026Q1: 9,334 shares; 2026Q2: 9,325 shares 9,325 $531K 0.05% -9 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 2,180 shares; 2026Q2: 2,180 shares 2,180 $519K 0.05% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,749 shares; 2025Q1: 6,728 shares; 2025Q2: not reported; 2025Q3: 6,630 shares; 2025Q4: 6,630 shares; 2026Q1: 6,630 shares; 2026Q2: 6,630 shares 6,630 $475K 0.05% 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: 2,521 shares; 2024Q4: 2,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 796 shares 796 $462K 0.04% new 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: 607 shares; 2024Q4: 529 shares; 2025Q1: 528 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 616 shares; 2026Q1: 632 shares; 2026Q2: 564 shares 564 $422K 0.04% -68 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: 2,043 shares; 2024Q4: 2,148 shares; 2025Q1: 2,458 shares; 2025Q2: 2,230 shares; 2025Q3: 2,032 shares; 2025Q4: 2,147 shares; 2026Q1: 1,452 shares; 2026Q2: 1,128 shares 1,128 $416K 0.04% -324 Timeline SDY 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 4,000 shares; 2025Q3: 2,678 shares; 2025Q4: 2,678 shares; 2026Q1: 2,678 shares; 2026Q2: 2,678 shares 2,678 $408K 0.04% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,218 shares; 2024Q4: 23,888 shares; 2025Q1: 17,723 shares; 2025Q2: not reported; 2025Q3: 9,046 shares; 2025Q4: 6,949 shares; 2026Q1: 5,413 shares; 2026Q2: 4,358 shares 4,358 $394K 0.04% -1,055 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 548 shares; 2025Q4: 550 shares; 2026Q1: 548 shares; 2026Q2: 548 shares 548 $391K 0.04% 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: 4,365 shares; 2024Q4: 4,365 shares; 2025Q1: 4,898 shares; 2025Q2: 4,898 shares; 2025Q3: 4,898 shares; 2025Q4: 9,595 shares; 2026Q1: 9,269 shares; 2026Q2: 8,603 shares 8,603 $390K 0.04% -666 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: 1,157 shares; 2024Q4: 1,157 shares; 2025Q1: 1,625 shares; 2025Q2: 2,675 shares; 2025Q3: 1,625 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $381K 0.04% 0 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: 1,367 shares; 2024Q4: 1,376 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,430 shares; 2026Q1: 1,493 shares; 2026Q2: 1,488 shares 1,488 $374K 0.04% -5 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 2,421 shares; 2025Q1: 2,421 shares; 2025Q2: 2,421 shares; 2025Q3: 2,421 shares; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares; 2026Q2: 2,192 shares 2,192 $350K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 1,380 shares; 2025Q4: not reported; 2026Q1: 1,073 shares; 2026Q2: 1,043 shares 1,043 $349K 0.03% -30 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: 1,652 shares; 2024Q4: 1,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 925 shares; 2026Q1: 919 shares; 2026Q2: 901 shares 901 $337K 0.03% -18 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,896 shares; 2024Q4: 5,760 shares; 2025Q1: 5,760 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares; 2025Q4: 5,791 shares; 2026Q1: 5,760 shares; 2026Q2: 5,760 shares 5,760 $332K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,909 shares; 2026Q2: 8,909 shares 8,909 $329K 0.03% 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: 549 shares; 2025Q3: 499 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 275 shares 275 $323K 0.03% -39 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $323K 0.03% 0 Timeline VCIT 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: 320,261 shares; 2024Q4: 12,380 shares; 2025Q1: 12,264 shares; 2025Q2: 5,447 shares; 2025Q3: 4,059 shares; 2025Q4: 3,642 shares; 2026Q1: 3,692 shares; 2026Q2: 3,792 shares 3,792 $313K 0.03% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares; 2026Q2: 1,462 shares 1,462 $312K 0.03% 0 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $304K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,889 shares; 2025Q2: 2,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares; 2026Q1: 1,869 shares; 2026Q2: 1,869 shares 1,869 $297K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 305 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $295K 0.03% 0 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,828 shares; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares; 2025Q4: 3,828 shares; 2026Q1: 3,828 shares; 2026Q2: 3,828 shares 3,828 $286K 0.03% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 3,211 shares; 2025Q4: 3,211 shares; 2026Q1: 3,062 shares; 2026Q2: 3,062 shares 3,062 $286K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,381 shares; 2026Q2: 1,381 shares 1,381 $286K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,842 shares; 2026Q1: 1,944 shares; 2026Q2: 1,944 shares 1,944 $285K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,429 shares; 2026Q2: 5,429 shares 5,429 $285K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,015 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $278K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,777 shares; 2024Q4: 12,687 shares; 2025Q1: 12,697 shares; 2025Q2: 18,384 shares; 2025Q3: 12,720 shares; 2025Q4: 11,123 shares; 2026Q1: 11,134 shares; 2026Q2: 11,146 shares 11,146 $268K 0.03% +12 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,875 shares; 2025Q1: 1,477 shares; 2025Q2: 1,437 shares; 2025Q3: 1,437 shares; 2025Q4: 1,437 shares; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares 1,287 $268K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 781 shares; 2025Q4: 790 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $266K 0.03% 0 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: 2,400 shares; 2024Q4: 2,412 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $263K 0.03% 0 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA 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: not reported; 2026Q2: 2,750 shares 2,750 $262K 0.03% new 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: not reported; 2024Q4: 2,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,968 shares; 2025Q4: 2,956 shares; 2026Q1: 2,956 shares; 2026Q2: 2,956 shares 2,956 $260K 0.03% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 955 shares; 2026Q2: 955 shares 955 $257K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,256 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $252K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares; 2026Q2: 631 shares 631 $251K 0.02% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN 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: 3,209 shares 3,209 $250K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 5,818 shares 5,818 $248K 0.02% new Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,747 shares; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,686 shares; 2026Q1: not reported; 2026Q2: 886 shares 886 $240K 0.02% 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: 1,511 shares; 2024Q4: not reported; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $236K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,003 shares 2,003 $235K 0.02% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL 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: 1,238 shares; 2026Q1: not reported; 2026Q2: 1,238 shares 1,238 $229K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 499 shares 499 $216K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 10,285 shares; 2026Q2: 10,285 shares 10,285 $205K 0.02% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,730 shares; 2024Q4: 5,230 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,287 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,887 shares 3,887 $200K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,336 shares; 2026Q2: 19,336 shares 19,336 $113K 0.01% 0 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,016 shares; 2024Q4: not reported; 2025Q1: 75,016 shares; 2025Q2: not reported; 2025Q3: 75,016 shares; 2025Q4: 75,016 shares; 2026Q1: 75,022 shares; 2026Q2: 70,406 shares 70,406 $62K 0.01% -4,616 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I 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: 10,056 shares; 2026Q2: 10,056 shares 10,056 $55K 0.01% 0 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC 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: not reported; 2025Q4: 26,230 shares; 2026Q1: 14,046 shares; 2026Q2: 13,511 shares 13,511 $4.42K <0.01% -535 Timeline