AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,748 shares; 2024Q4: 175,482 shares; 2025Q1: 174,667 shares; 2025Q2: 165,583 shares; 2025Q3: 159,399 shares; 2025Q4: 155,321 shares; 2026Q1: 150,570 shares; 2026Q2: 149,017 shares 149,017 $43.1M 13.28% -1,553 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: 81,318 shares; 2024Q4: 109,980 shares; 2025Q1: 111,608 shares; 2025Q2: 102,217 shares; 2025Q3: 101,854 shares; 2025Q4: 93,933 shares; 2026Q1: 93,664 shares; 2026Q2: 101,514 shares 101,514 $20.3M 6.26% +7,850 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: 52,850 shares; 2024Q4: 52,185 shares; 2025Q1: 54,653 shares; 2025Q2: 54,775 shares; 2025Q3: 54,636 shares; 2025Q4: 53,418 shares; 2026Q1: 53,065 shares; 2026Q2: 55,238 shares 55,238 $19.7M 6.08% +2,173 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: 34,799 shares; 2024Q4: 35,179 shares; 2025Q1: 34,391 shares; 2025Q2: 33,321 shares; 2025Q3: 33,110 shares; 2025Q4: 33,110 shares; 2026Q1: 32,132 shares; 2026Q2: 32,911 shares 32,911 $18.5M 5.71% +779 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: 75,129 shares; 2024Q4: 80,233 shares; 2025Q1: 80,749 shares; 2025Q2: 77,667 shares; 2025Q3: 77,037 shares; 2025Q4: 74,205 shares; 2026Q1: 74,166 shares; 2026Q2: 75,415 shares 75,415 $18M 5.54% +1,249 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: 197,361 shares; 2024Q4: 199,482 shares; 2025Q1: 202,597 shares; 2025Q2: 182,968 shares; 2025Q3: 177,991 shares; 2025Q4: 186,262 shares; 2026Q1: 187,195 shares; 2026Q2: 193,704 shares 193,704 $14M 4.31% +6,509 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: 16,839 shares; 2024Q4: 20,536 shares; 2025Q1: 25,075 shares; 2025Q2: 24,227 shares; 2025Q3: 23,748 shares; 2025Q4: 21,543 shares; 2026Q1: 21,269 shares; 2026Q2: 20,134 shares 20,134 $11.7M 3.6% -1,135 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: 11,196 shares; 2024Q4: 11,678 shares; 2025Q1: 11,735 shares; 2025Q2: 11,031 shares; 2025Q3: 22,111 shares; 2025Q4: 22,032 shares; 2026Q1: 22,443 shares; 2026Q2: 22,462 shares 22,462 $9.45M 2.91% +19 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,108 shares; 2024Q4: 28,599 shares; 2025Q1: 30,845 shares; 2025Q2: 31,322 shares; 2025Q3: 31,714 shares; 2025Q4: 32,391 shares; 2026Q1: 33,879 shares; 2026Q2: 35,306 shares 35,306 $7.64M 2.35% +1,427 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: 129,672 shares; 2024Q4: 193,876 shares; 2025Q1: 192,919 shares; 2025Q2: 200,025 shares; 2025Q3: 198,949 shares; 2025Q4: 198,730 shares; 2026Q1: 186,626 shares; 2026Q2: 182,521 shares 182,521 $6.74M 2.08% -4,105 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: 15,793 shares; 2024Q4: 16,078 shares; 2025Q1: 17,674 shares; 2025Q2: 16,568 shares; 2025Q3: 16,439 shares; 2025Q4: 16,366 shares; 2026Q1: 17,519 shares; 2026Q2: 17,957 shares 17,957 $6.7M 2.06% +438 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: 99,245 shares; 2024Q4: 98,637 shares; 2025Q1: 95,037 shares; 2025Q2: 99,873 shares; 2025Q3: 92,616 shares; 2025Q4: 91,317 shares; 2026Q1: 89,564 shares; 2026Q2: 88,237 shares 88,237 $5.03M 1.55% -1,327 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: 74,765 shares; 2024Q4: 64,323 shares; 2025Q1: 64,610 shares; 2025Q2: 63,087 shares; 2025Q3: 62,275 shares; 2025Q4: 59,010 shares; 2026Q1: 53,327 shares; 2026Q2: 50,682 shares 50,682 $4.88M 1.5% -2,645 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,029 shares; 2024Q4: 61,450 shares; 2025Q1: 66,851 shares; 2025Q2: 67,101 shares; 2025Q3: 66,335 shares; 2025Q4: 98,466 shares; 2026Q1: 106,946 shares; 2026Q2: 107,139 shares 107,139 $4.54M 1.4% +193 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: 17,408 shares; 2024Q4: 16,507 shares; 2025Q1: 16,233 shares; 2025Q2: 16,238 shares; 2025Q3: 16,192 shares; 2025Q4: 16,194 shares; 2026Q1: 16,168 shares; 2026Q2: 16,094 shares 16,094 $4.05M 1.25% -74 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: 3,891 shares; 2024Q4: 3,890 shares; 2025Q1: 3,874 shares; 2025Q2: 3,757 shares; 2025Q3: 3,774 shares; 2025Q4: 36,807 shares; 2026Q1: 41,975 shares; 2026Q2: 55,071 shares 55,071 $3.93M 1.21% +13,096 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: 15,097 shares; 2024Q4: 11,716 shares; 2025Q1: 12,282 shares; 2025Q2: 12,287 shares; 2025Q3: 10,944 shares; 2025Q4: 10,037 shares; 2026Q1: 10,429 shares; 2026Q2: 10,449 shares 10,449 $3.87M 1.19% +20 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: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 3,464 shares; 2025Q3: 5,528 shares; 2025Q4: 6,145 shares; 2026Q1: 8,709 shares; 2026Q2: 8,680 shares 8,680 $3.61M 1.11% -29 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: 10,251 shares; 2024Q4: 11,666 shares; 2025Q1: 11,716 shares; 2025Q2: 11,713 shares; 2025Q3: 10,891 shares; 2025Q4: 10,591 shares; 2026Q1: 10,575 shares; 2026Q2: 9,275 shares 9,275 $3.5M 1.08% -1,300 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: 9,136 shares; 2024Q4: 9,205 shares; 2025Q1: 8,924 shares; 2025Q2: 8,636 shares; 2025Q3: 8,656 shares; 2025Q4: 8,638 shares; 2026Q1: 8,506 shares; 2026Q2: 8,427 shares 8,427 $2.76M 0.85% -79 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: 3,789 shares; 2024Q4: 3,824 shares; 2025Q1: 4,159 shares; 2025Q2: 4,131 shares; 2025Q3: 3,876 shares; 2025Q4: 3,853 shares; 2026Q1: 3,819 shares; 2026Q2: 3,674 shares 3,674 $2.74M 0.85% -145 Timeline MGK 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: 2,483 shares; 2024Q4: 1,133 shares; 2025Q1: 4,747 shares; 2025Q2: 4,804 shares; 2025Q3: 4,805 shares; 2025Q4: 4,800 shares; 2026Q1: 5,771 shares; 2026Q2: 29,084 shares 29,084 $2.56M 0.79% +23,313 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: 2,928 shares; 2024Q4: 3,094 shares; 2025Q1: 3,547 shares; 2025Q2: 3,553 shares; 2025Q3: 3,535 shares; 2025Q4: 3,535 shares; 2026Q1: 3,521 shares; 2026Q2: 6,755 shares 6,755 $2.39M 0.74% +3,234 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: 4,737 shares; 2024Q4: 3,892 shares; 2025Q1: 3,906 shares; 2025Q2: 3,654 shares; 2025Q3: 3,180 shares; 2025Q4: 3,185 shares; 2026Q1: 3,193 shares; 2026Q2: 3,217 shares 3,217 $2.37M 0.73% +24 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: 20,100 shares; 2024Q4: 19,792 shares; 2025Q1: 21,036 shares; 2025Q2: 21,223 shares; 2025Q3: 21,201 shares; 2025Q4: 20,169 shares; 2026Q1: 16,289 shares; 2026Q2: 16,452 shares 16,452 $2.25M 0.69% +163 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,572 shares; 2024Q4: 23,447 shares; 2025Q1: 22,630 shares; 2025Q2: 22,337 shares; 2025Q3: 21,263 shares; 2025Q4: 21,063 shares; 2026Q1: 21,305 shares; 2026Q2: 21,101 shares 21,101 $2.16M 0.66% -204 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: 4,449 shares; 2024Q4: 3,701 shares; 2025Q1: 3,637 shares; 2025Q2: 3,323 shares; 2025Q3: 2,887 shares; 2025Q4: 2,979 shares; 2026Q1: 2,820 shares; 2026Q2: 2,811 shares 2,811 $2.11M 0.65% -9 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q3: 7,614 shares; 2025Q4: 6,394 shares; 2026Q1: 6,494 shares; 2026Q2: 6,494 shares 6,494 $1.97M 0.61% 0 Timeline BAPRA BOEING CO More: the full row for BOEING 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: 29,825 shares; 2025Q4: 30,775 shares; 2026Q1: 28,875 shares; 2026Q2: 28,875 shares 28,875 $1.94M 0.6% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,219 shares; 2024Q4: 20,219 shares; 2025Q1: 18,972 shares; 2025Q2: 19,401 shares; 2025Q3: 18,957 shares; 2025Q4: 19,022 shares; 2026Q1: 18,992 shares; 2026Q2: 19,158 shares 19,158 $1.9M 0.58% +166 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: 17,992 shares; 2024Q4: 17,098 shares; 2025Q1: 17,046 shares; 2025Q2: 16,715 shares; 2025Q3: 16,694 shares; 2025Q4: 16,972 shares; 2026Q1: 17,503 shares; 2026Q2: 17,366 shares 17,366 $1.77M 0.55% -137 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: 798 shares; 2024Q4: 845 shares; 2025Q1: 1,500 shares; 2025Q2: 1,523 shares; 2025Q3: 1,522 shares; 2025Q4: 1,856 shares; 2026Q1: 1,856 shares; 2026Q2: 1,841 shares 1,841 $1.72M 0.53% -15 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: 5,525 shares; 2024Q4: 5,934 shares; 2025Q1: 5,825 shares; 2025Q2: 5,789 shares; 2025Q3: 5,785 shares; 2025Q4: 5,756 shares; 2026Q1: 5,919 shares; 2026Q2: 4,871 shares 4,871 $1.67M 0.51% -1,048 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: 3,578 shares; 2024Q4: 3,606 shares; 2025Q1: 4,058 shares; 2025Q2: 4,008 shares; 2025Q3: 4,008 shares; 2025Q4: 4,020 shares; 2026Q1: 4,484 shares; 2026Q2: 4,814 shares 4,814 $1.63M 0.5% +330 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,373 shares; 2026Q2: 22,298 shares 22,298 $1.58M 0.49% +6,925 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: 6,017 shares; 2024Q4: 6,277 shares; 2025Q1: 6,116 shares; 2025Q2: 6,138 shares; 2025Q3: 6,255 shares; 2025Q4: 6,134 shares; 2026Q1: 6,121 shares; 2026Q2: 6,179 shares 6,179 $1.57M 0.48% +58 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: not reported; 2024Q4: not reported; 2025Q1: 10,276 shares; 2025Q2: 10,932 shares; 2025Q3: 10,944 shares; 2025Q4: 10,009 shares; 2026Q1: 9,992 shares; 2026Q2: 9,929 shares 9,929 $1.57M 0.48% -63 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: 22,224 shares; 2024Q4: 32,229 shares; 2025Q1: 62,380 shares; 2025Q2: 74,300 shares; 2025Q3: 67,339 shares; 2025Q4: 68,270 shares; 2026Q1: 65,405 shares; 2026Q2: 64,489 shares 64,489 $1.55M 0.48% -916 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: 20,703 shares; 2024Q4: 19,164 shares; 2025Q1: 18,246 shares; 2025Q2: 18,740 shares; 2025Q3: 19,116 shares; 2025Q4: 19,127 shares; 2026Q1: 18,607 shares; 2026Q2: 18,523 shares 18,523 $1.53M 0.47% -84 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: 11,120 shares; 2024Q4: 11,436 shares; 2025Q1: 12,989 shares; 2025Q2: 12,956 shares; 2025Q3: 13,145 shares; 2025Q4: 13,039 shares; 2026Q1: 13,529 shares; 2026Q2: 13,510 shares 13,510 $1.53M 0.47% -19 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 24,650 shares; 2026Q1: 60,550 shares; 2026Q2: 80,850 shares 80,850 $1.5M 0.46% +20,300 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: 12,638 shares; 2024Q4: 12,277 shares; 2025Q1: 11,852 shares; 2025Q2: 11,251 shares; 2025Q3: 11,251 shares; 2025Q4: 11,141 shares; 2026Q1: 10,704 shares; 2026Q2: 10,419 shares 10,419 $1.46M 0.45% -285 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: 515 shares; 2024Q4: 1,158 shares; 2025Q1: 686 shares; 2025Q2: 682 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares; 2026Q2: 1,119 shares 1,119 $1.34M 0.41% -3 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,590 shares; 2024Q4: 18,871 shares; 2025Q1: 18,809 shares; 2025Q2: 18,407 shares; 2025Q3: 18,444 shares; 2025Q4: 18,486 shares; 2026Q1: 18,497 shares; 2026Q2: 18,389 shares 18,389 $1.32M 0.41% -108 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: 1,407 shares; 2024Q4: 1,443 shares; 2025Q1: 1,474 shares; 2025Q2: 1,477 shares; 2025Q3: 1,343 shares; 2025Q4: 1,335 shares; 2026Q1: 1,267 shares; 2026Q2: 1,164 shares 1,164 $1.24M 0.38% -103 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,865 shares; 2024Q4: 13,006 shares; 2025Q1: 12,947 shares; 2025Q2: 12,934 shares; 2025Q3: 12,934 shares; 2025Q4: 12,692 shares; 2026Q1: 12,462 shares; 2026Q2: 11,841 shares 11,841 $1.23M 0.38% -621 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: 4,195 shares; 2024Q4: 4,507 shares; 2025Q1: 6,710 shares; 2025Q2: 6,690 shares; 2025Q3: 6,763 shares; 2025Q4: 6,851 shares; 2026Q1: 6,974 shares; 2026Q2: 6,993 shares 6,993 $1.16M 0.36% +19 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,194 shares; 2024Q4: 57,403 shares; 2025Q1: 57,343 shares; 2025Q2: 57,193 shares; 2025Q3: 56,868 shares; 2025Q4: 55,554 shares; 2026Q1: 54,868 shares; 2026Q2: 54,429 shares 54,429 $1.13M 0.35% -439 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,916 shares; 2025Q4: 5,663 shares; 2026Q1: 8,543 shares; 2026Q2: 22,840 shares 22,840 $1.12M 0.35% +14,297 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: 1,326 shares; 2024Q4: 1,252 shares; 2025Q1: 1,251 shares; 2025Q2: 1,199 shares; 2025Q3: 1,202 shares; 2025Q4: 1,206 shares; 2026Q1: 1,201 shares; 2026Q2: 1,100 shares 1,100 $1.11M 0.34% -101 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: 1,202 shares; 2024Q4: 1,293 shares; 2025Q1: 2,645 shares; 2025Q2: 2,675 shares; 2025Q3: 2,693 shares; 2025Q4: 2,643 shares; 2026Q1: 2,686 shares; 2026Q2: 2,954 shares 2,954 $1.09M 0.34% +268 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,775 shares; 2024Q4: 11,912 shares; 2025Q1: 11,561 shares; 2025Q2: 11,662 shares; 2025Q3: 11,563 shares; 2025Q4: 22,505 shares; 2026Q1: 22,102 shares; 2026Q2: 19,404 shares 19,404 $1.03M 0.32% -2,698 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,400 shares; 2024Q4: 29,832 shares; 2025Q1: 29,739 shares; 2025Q2: 29,154 shares; 2025Q3: 28,692 shares; 2025Q4: 27,327 shares; 2026Q1: 26,857 shares; 2026Q2: 24,841 shares 24,841 $1.03M 0.32% -2,016 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,187 shares; 2024Q4: 24,559 shares; 2025Q1: 29,723 shares; 2025Q2: 27,586 shares; 2025Q3: 10,753 shares; 2025Q4: 10,562 shares; 2026Q1: 10,553 shares; 2026Q2: 10,504 shares 10,504 $1.02M 0.31% -49 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: 3,975 shares; 2024Q4: 3,691 shares; 2025Q1: 3,681 shares; 2025Q2: 3,689 shares; 2025Q3: 3,782 shares; 2025Q4: 5,575 shares; 2026Q1: 7,794 shares; 2026Q2: 6,951 shares 6,951 $1.02M 0.31% -843 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 866 shares; 2026Q2: 876 shares 876 $1.01M 0.31% +10 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: 22,490 shares; 2024Q4: 20,414 shares; 2025Q1: 18,449 shares; 2025Q2: 18,282 shares; 2025Q3: 16,801 shares; 2025Q4: 16,473 shares; 2026Q1: 16,471 shares; 2026Q2: 17,208 shares 17,208 $992K 0.31% +737 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: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,438 shares; 2026Q1: 2,425 shares; 2026Q2: 2,286 shares 2,286 $991K 0.31% -139 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: 5,483 shares; 2024Q4: 5,447 shares; 2025Q1: 5,447 shares; 2025Q2: 4,978 shares; 2025Q3: 4,978 shares; 2025Q4: 4,907 shares; 2026Q1: 4,622 shares; 2026Q2: 4,619 shares 4,619 $966K 0.3% -3 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: 10,555 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,475 shares; 2025Q4: 6,541 shares; 2026Q1: 6,864 shares; 2026Q2: 6,705 shares 6,705 $936K 0.29% -159 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,499 shares; 2024Q4: 3,499 shares; 2025Q1: 3,451 shares; 2025Q2: 3,451 shares; 2025Q3: 3,451 shares; 2025Q4: 3,466 shares; 2026Q1: 3,466 shares; 2026Q2: 3,466 shares 3,466 $929K 0.29% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,645 shares; 2024Q4: 13,453 shares; 2025Q1: 13,208 shares; 2025Q2: 12,888 shares; 2025Q3: 10,748 shares; 2025Q4: 9,679 shares; 2026Q1: 9,679 shares; 2026Q2: 9,352 shares 9,352 $903K 0.28% -327 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: 6,073 shares; 2024Q4: 6,150 shares; 2025Q1: 4,882 shares; 2025Q2: 4,572 shares; 2025Q3: 4,565 shares; 2025Q4: 4,566 shares; 2026Q1: 4,487 shares; 2026Q2: 4,699 shares 4,699 $892K 0.27% +212 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 4,117 shares; 2026Q1: 10,517 shares; 2026Q2: 11,020 shares 11,020 $886K 0.27% +503 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: 2,752 shares; 2024Q4: 2,784 shares; 2025Q1: 3,043 shares; 2025Q2: 2,617 shares; 2025Q3: 2,613 shares; 2025Q4: 2,579 shares; 2026Q1: 2,365 shares; 2026Q2: 2,363 shares 2,363 $883K 0.27% -2 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: 5,683 shares; 2024Q4: 5,606 shares; 2025Q1: 5,804 shares; 2025Q2: 5,812 shares; 2025Q3: 5,821 shares; 2025Q4: 5,901 shares; 2026Q1: 5,905 shares; 2026Q2: 5,912 shares 5,912 $877K 0.27% +7 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: 622 shares; 2024Q4: 680 shares; 2025Q1: 793 shares; 2025Q2: 853 shares; 2025Q3: 800 shares; 2025Q4: 959 shares; 2026Q1: 1,232 shares; 2026Q2: 1,267 shares 1,267 $870K 0.27% +35 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: 1,456 shares; 2024Q4: 1,883 shares; 2025Q1: 1,862 shares; 2025Q2: 1,859 shares; 2025Q3: 1,829 shares; 2025Q4: 1,829 shares; 2026Q1: 1,818 shares; 2026Q2: 1,816 shares 1,816 $867K 0.27% -2 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,864 shares; 2024Q4: 1,884 shares; 2025Q1: 1,837 shares; 2025Q2: 1,792 shares; 2025Q3: 1,787 shares; 2025Q4: 1,768 shares; 2026Q1: 1,754 shares; 2026Q2: 1,667 shares 1,667 $856K 0.26% -87 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,823 shares; 2024Q4: 2,768 shares; 2025Q1: 3,169 shares; 2025Q2: 2,319 shares; 2025Q3: 2,356 shares; 2025Q4: 2,327 shares; 2026Q1: 2,297 shares; 2026Q2: 2,257 shares 2,257 $836K 0.26% -40 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: 507 shares; 2024Q4: 550 shares; 2025Q1: 519 shares; 2025Q2: 484 shares; 2025Q3: 487 shares; 2025Q4: 493 shares; 2026Q1: 393 shares; 2026Q2: 420 shares 420 $836K 0.26% +27 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: 1,529 shares; 2024Q4: 1,561 shares; 2025Q1: 1,494 shares; 2025Q2: 1,497 shares; 2025Q3: 1,608 shares; 2025Q4: 1,676 shares; 2026Q1: 1,675 shares; 2026Q2: 1,606 shares 1,606 $804K 0.25% -69 Timeline ORACLE CORP 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,800 shares 17,800 $800K 0.25% new 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: 1,312 shares; 2024Q4: 1,327 shares; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: 1,182 shares; 2025Q4: 1,174 shares; 2026Q1: 1,097 shares; 2026Q2: 1,095 shares 1,095 $792K 0.24% -2 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: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,673 shares; 2026Q1: 2,673 shares; 2026Q2: 2,673 shares 2,673 $789K 0.24% 0 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: 10,114 shares; 2024Q4: 10,050 shares; 2025Q1: 8,559 shares; 2025Q2: 8,552 shares; 2025Q3: 8,454 shares; 2025Q4: 8,257 shares; 2026Q1: 8,183 shares; 2026Q2: 8,107 shares 8,107 $778K 0.24% -76 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,661 shares; 2024Q4: 4,296 shares; 2025Q1: 3,706 shares; 2025Q2: 3,591 shares; 2025Q3: 3,453 shares; 2025Q4: 3,083 shares; 2026Q1: 3,083 shares; 2026Q2: 3,084 shares 3,084 $769K 0.24% +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: 5,443 shares; 2024Q4: 5,506 shares; 2025Q1: 5,623 shares; 2025Q2: 5,464 shares; 2025Q3: 5,419 shares; 2025Q4: 5,172 shares; 2026Q1: 4,970 shares; 2026Q2: 4,709 shares 4,709 $738K 0.23% -261 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: 2,838 shares; 2024Q4: 2,788 shares; 2025Q1: 4,878 shares; 2025Q2: 4,981 shares; 2025Q3: 5,022 shares; 2025Q4: 5,806 shares; 2026Q1: 5,666 shares; 2026Q2: 5,710 shares 5,710 $734K 0.23% +44 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,290 shares; 2024Q4: 56,577 shares; 2025Q1: 56,779 shares; 2025Q2: 58,825 shares; 2025Q3: 52,411 shares; 2025Q4: 51,218 shares; 2026Q1: 52,061 shares; 2026Q2: 52,022 shares 52,022 $723K 0.22% -39 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,865 shares; 2024Q4: 14,652 shares; 2025Q1: 14,384 shares; 2025Q2: 14,050 shares; 2025Q3: 13,579 shares; 2025Q4: 13,579 shares; 2026Q1: 13,323 shares; 2026Q2: 13,282 shares 13,282 $696K 0.21% -41 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 713 shares; 2026Q2: 717 shares 717 $692K 0.21% +4 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: 2,382 shares; 2024Q4: 2,373 shares; 2025Q1: 2,271 shares; 2025Q2: 2,229 shares; 2025Q3: 2,256 shares; 2025Q4: 2,243 shares; 2026Q1: 2,196 shares; 2026Q2: 1,870 shares 1,870 $677K 0.21% -326 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,085 shares; 2024Q4: 5,593 shares; 2025Q1: 5,340 shares; 2025Q2: 5,991 shares; 2025Q3: 5,939 shares; 2025Q4: 5,956 shares; 2026Q1: 6,043 shares; 2026Q2: 6,116 shares 6,116 $667K 0.21% +73 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: 524 shares; 2025Q3: 546 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 565 shares 565 $664K 0.2% -3 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: 19,546 shares; 2024Q4: 19,412 shares; 2025Q1: 18,110 shares; 2025Q2: 18,021 shares; 2025Q3: 13,901 shares; 2025Q4: 13,001 shares; 2026Q1: 13,144 shares; 2026Q2: 12,240 shares 12,240 $642K 0.2% -904 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,467 shares; 2024Q4: 45,467 shares; 2025Q1: 45,468 shares; 2025Q2: 46,471 shares; 2025Q3: 46,671 shares; 2025Q4: 46,121 shares; 2026Q1: 46,121 shares; 2026Q2: 47,421 shares 47,421 $642K 0.2% +1,300 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: 2,144 shares; 2024Q4: 2,182 shares; 2025Q1: 1,705 shares; 2025Q2: 1,915 shares; 2025Q3: 1,956 shares; 2025Q4: 1,938 shares; 2026Q1: 1,786 shares; 2026Q2: 1,762 shares 1,762 $621K 0.19% -24 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,230 shares; 2024Q4: 6,315 shares; 2025Q1: 6,364 shares; 2025Q2: 6,487 shares; 2025Q3: 6,527 shares; 2025Q4: 5,450 shares; 2026Q1: 5,341 shares; 2026Q2: 5,286 shares 5,286 $604K 0.19% -55 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,882 shares; 2024Q4: 2,962 shares; 2025Q1: 2,764 shares; 2025Q2: 2,744 shares; 2025Q3: 2,745 shares; 2025Q4: 2,636 shares; 2026Q1: 2,637 shares; 2026Q2: 2,638 shares 2,638 $590K 0.18% +1 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 3,428 shares 3,428 $586K 0.18% new 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: 8,840 shares; 2024Q4: 8,314 shares; 2025Q1: 6,848 shares; 2025Q2: 6,308 shares; 2025Q3: 6,311 shares; 2025Q4: 6,332 shares; 2026Q1: 6,272 shares; 2026Q2: 6,312 shares 6,312 $582K 0.18% +40 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,748 shares; 2024Q4: 21,894 shares; 2025Q1: 21,894 shares; 2025Q2: 21,198 shares; 2025Q3: 17,483 shares; 2025Q4: 15,725 shares; 2026Q1: 14,890 shares; 2026Q2: 14,917 shares 14,917 $579K 0.18% +27 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: 12,001 shares; 2024Q4: 11,261 shares; 2025Q1: 11,041 shares; 2025Q2: 10,816 shares; 2025Q3: 10,616 shares; 2025Q4: 10,565 shares; 2026Q1: 10,565 shares; 2026Q2: 11,465 shares 11,465 $557K 0.17% +900 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,376 shares; 2024Q4: 24,376 shares; 2025Q1: 24,376 shares; 2025Q2: 24,376 shares; 2025Q3: 24,376 shares; 2025Q4: 24,376 shares; 2026Q1: 24,376 shares; 2026Q2: 24,376 shares 24,376 $550K 0.17% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 5,307 shares 5,307 $527K 0.16% new 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: 1,955 shares; 2024Q4: 1,871 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,831 shares; 2025Q4: 1,842 shares; 2026Q1: 1,946 shares; 2026Q2: 1,946 shares 1,946 $526K 0.16% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,694 shares; 2025Q2: 5,250 shares; 2025Q3: 5,280 shares; 2025Q4: 10,924 shares; 2026Q1: 12,186 shares; 2026Q2: 15,375 shares 15,375 $512K 0.16% +3,189 Timeline SPXS 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: not reported; 2025Q2: not reported; 2025Q3: 43,740 shares; 2025Q4: 19,300 shares; 2026Q1: 19,300 shares; 2026Q2: 19,300 shares 19,300 $511K 0.16% 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: 1,057 shares; 2024Q4: 1,065 shares; 2025Q1: 1,069 shares; 2025Q2: 1,681 shares; 2025Q3: 1,688 shares; 2025Q4: 1,697 shares; 2026Q1: 1,703 shares; 2026Q2: 1,709 shares 1,709 $511K 0.16% +6 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: 21,823 shares; 2024Q4: 13,835 shares; 2025Q1: 13,748 shares; 2025Q2: 13,956 shares; 2025Q3: 13,950 shares; 2025Q4: 13,166 shares; 2026Q1: 11,913 shares; 2026Q2: 11,509 shares 11,509 $497K 0.15% -404 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: 3,874 shares; 2024Q4: 3,939 shares; 2025Q1: 3,923 shares; 2025Q2: 5,462 shares; 2025Q3: 5,463 shares; 2025Q4: 5,466 shares; 2026Q1: 5,466 shares; 2026Q2: 5,708 shares 5,708 $478K 0.15% +242 Timeline BND 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: 10,467 shares; 2024Q4: 7,118 shares; 2025Q1: 7,983 shares; 2025Q2: 8,600 shares; 2025Q3: 7,841 shares; 2025Q4: 7,184 shares; 2026Q1: 6,824 shares; 2026Q2: 6,091 shares 6,091 $447K 0.14% -733 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: 2,452 shares; 2024Q4: 2,502 shares; 2025Q1: 2,582 shares; 2025Q2: 2,596 shares; 2025Q3: 2,607 shares; 2025Q4: 2,588 shares; 2026Q1: 2,509 shares; 2026Q2: 2,458 shares 2,458 $445K 0.14% -51 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,019 shares; 2024Q4: 28,572 shares; 2025Q1: 28,580 shares; 2025Q2: 29,347 shares; 2025Q3: 29,057 shares; 2025Q4: 28,268 shares; 2026Q1: 27,753 shares; 2026Q2: 21,762 shares 21,762 $443K 0.14% -5,991 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,292 shares; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290 $436K 0.13% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 672 shares; 2025Q1: 665 shares; 2025Q2: 617 shares; 2025Q3: 571 shares; 2025Q4: 540 shares; 2026Q1: 515 shares; 2026Q2: 506 shares 506 $420K 0.13% -9 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 774 shares; 2025Q2: 481 shares; 2025Q3: 478 shares; 2025Q4: 485 shares; 2026Q1: 482 shares; 2026Q2: 554 shares 554 $419K 0.13% +72 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,461 shares; 2024Q4: 21,324 shares; 2025Q1: 29,143 shares; 2025Q2: 32,091 shares; 2025Q3: 33,411 shares; 2025Q4: 33,641 shares; 2026Q1: 31,647 shares; 2026Q2: 30,693 shares 30,693 $406K 0.13% -954 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: 3,412 shares; 2025Q1: 3,099 shares; 2025Q2: 3,512 shares; 2025Q3: 3,412 shares; 2025Q4: 3,487 shares; 2026Q1: 3,822 shares; 2026Q2: 3,477 shares 3,477 $406K 0.12% -345 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,152 shares; 2024Q4: 16,226 shares; 2025Q1: 14,582 shares; 2025Q2: 13,174 shares; 2025Q3: 10,848 shares; 2025Q4: 9,797 shares; 2026Q1: 8,949 shares; 2026Q2: 8,674 shares 8,674 $395K 0.12% -275 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: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares; 2026Q2: 6,950 shares 6,950 $393K 0.12% 0 Timeline BIL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,217 shares; 2025Q4: 4,113 shares; 2026Q1: 4,097 shares; 2026Q2: 4,114 shares 4,114 $377K 0.12% +17 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 1,923 shares; 2025Q1: 1,784 shares; 2025Q2: 1,634 shares; 2025Q3: 1,287 shares; 2025Q4: 1,294 shares; 2026Q1: 1,292 shares; 2026Q2: 1,301 shares 1,301 $366K 0.11% +9 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,761 shares; 2024Q4: 28,761 shares; 2025Q1: 28,761 shares; 2025Q2: 28,761 shares; 2025Q3: 28,761 shares; 2025Q4: 28,761 shares; 2026Q1: 28,761 shares; 2026Q2: 28,761 shares 28,761 $360K 0.11% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,610 shares; 2024Q4: 14,508 shares; 2025Q1: 14,355 shares; 2025Q2: 11,546 shares; 2025Q3: 11,459 shares; 2025Q4: 11,059 shares; 2026Q1: 10,503 shares; 2026Q2: 10,507 shares 10,507 $356K 0.11% +4 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: 1,433 shares; 2024Q4: 1,161 shares; 2025Q1: 1,169 shares; 2025Q2: 1,430 shares; 2025Q3: 1,436 shares; 2025Q4: 1,450 shares; 2026Q1: 1,458 shares; 2026Q2: 1,465 shares 1,465 $356K 0.11% +7 Timeline RSPT 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: 7,177 shares; 2024Q4: 6,816 shares; 2025Q1: 6,763 shares; 2025Q2: 5,460 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $352K 0.11% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,845 shares; 2025Q3: 3,864 shares; 2025Q4: 3,934 shares; 2026Q1: 3,938 shares; 2026Q2: 4,094 shares 4,094 $350K 0.11% +156 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: 2,394 shares; 2024Q4: 2,442 shares; 2025Q1: 2,530 shares; 2025Q2: 2,407 shares; 2025Q3: 2,414 shares; 2025Q4: 2,371 shares; 2026Q1: 2,382 shares; 2026Q2: 2,377 shares 2,377 $349K 0.11% -5 Timeline VV 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: 802 shares; 2024Q4: 807 shares; 2025Q1: 810 shares; 2025Q2: 997 shares; 2025Q3: 1,000 shares; 2025Q4: 1,005 shares; 2026Q1: 1,008 shares; 2026Q2: 1,011 shares 1,011 $348K 0.11% +3 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: not reported; 2026Q2: 3,386 shares 3,386 $344K 0.11% new Timeline MGV 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: 5,171 shares; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 2,102 shares; 2026Q2: 2,102 shares 2,102 $344K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,894 shares; 2026Q2: 8,027 shares 8,027 $330K 0.1% +3,133 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,105 shares; 2024Q4: 25,105 shares; 2025Q1: 25,105 shares; 2025Q2: 25,105 shares; 2025Q3: 25,105 shares; 2025Q4: 25,105 shares; 2026Q1: 25,105 shares; 2026Q2: 29,705 shares 29,705 $324K 0.1% +4,600 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 2,530 shares; 2025Q1: 2,545 shares; 2025Q2: 2,533 shares; 2025Q3: 2,553 shares; 2025Q4: 2,515 shares; 2026Q1: 2,517 shares; 2026Q2: 2,550 shares 2,550 $323K 0.1% +33 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,079 shares; 2024Q4: 13,339 shares; 2025Q1: 11,761 shares; 2025Q2: 11,391 shares; 2025Q3: 9,021 shares; 2025Q4: 7,838 shares; 2026Q1: 7,838 shares; 2026Q2: 8,034 shares 8,034 $322K 0.1% +196 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: 642 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 619 shares; 2025Q3: 609 shares; 2025Q4: 558 shares; 2026Q1: 598 shares; 2026Q2: 3,702 shares 3,702 $319K 0.1% +3,104 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,610 shares; 2024Q4: 4,832 shares; 2025Q1: 5,028 shares; 2025Q2: 4,928 shares; 2025Q3: 4,729 shares; 2025Q4: 4,799 shares; 2026Q1: 4,707 shares; 2026Q2: 4,706 shares 4,706 $315K 0.1% -1 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,685 shares; 2024Q4: 13,683 shares; 2025Q1: 13,596 shares; 2025Q2: 13,596 shares; 2025Q3: 13,329 shares; 2025Q4: 13,144 shares; 2026Q1: 12,572 shares; 2026Q2: 12,511 shares 12,511 $314K 0.1% -61 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 6,280 shares; 2025Q2: 6,280 shares; 2025Q3: 6,280 shares; 2025Q4: 6,280 shares; 2026Q1: 6,280 shares; 2026Q2: 5,830 shares 5,830 $302K 0.09% -450 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,789 shares; 2024Q4: 2,771 shares; 2025Q1: 2,651 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560 $301K 0.09% 0 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares; 2026Q2: 3,510 shares 3,510 $300K 0.09% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,834 shares; 2024Q4: 3,842 shares; 2025Q1: 3,599 shares; 2025Q2: 3,606 shares; 2025Q3: 3,614 shares; 2025Q4: 3,620 shares; 2026Q1: 3,628 shares; 2026Q2: 3,634 shares 3,634 $292K 0.09% +6 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,660 shares; 2024Q4: 9,660 shares; 2025Q1: 8,952 shares; 2025Q2: 8,783 shares; 2025Q3: 7,493 shares; 2025Q4: 7,493 shares; 2026Q1: 4,188 shares; 2026Q2: 5,346 shares 5,346 $286K 0.09% +1,158 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 24,500 shares; 2026Q2: 24,500 shares 24,500 $281K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,514 shares; 2026Q2: 1,687 shares 1,687 $278K 0.09% +173 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: 2,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,542 shares; 2025Q2: not reported; 2025Q3: 7,542 shares; 2025Q4: 7,542 shares; 2026Q1: 7,817 shares; 2026Q2: 8,747 shares 8,747 $277K 0.09% +930 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,118 shares; 2024Q4: 3,194 shares; 2025Q1: 2,950 shares; 2025Q2: 2,962 shares; 2025Q3: 2,968 shares; 2025Q4: 2,938 shares; 2026Q1: 2,952 shares; 2026Q2: 2,871 shares 2,871 $275K 0.08% -81 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,458 shares; 2024Q4: 4,829 shares; 2025Q1: 4,575 shares; 2025Q2: 4,440 shares; 2025Q3: 3,695 shares; 2025Q4: 3,297 shares; 2026Q1: 3,297 shares; 2026Q2: 3,297 shares 3,297 $273K 0.08% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,787 shares; 2024Q4: 4,587 shares; 2025Q1: 4,587 shares; 2025Q2: 4,567 shares; 2025Q3: 4,310 shares; 2025Q4: 3,735 shares; 2026Q1: 3,735 shares; 2026Q2: 3,522 shares 3,522 $268K 0.08% -213 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,720 shares; 2024Q4: 18,720 shares; 2025Q1: 18,720 shares; 2025Q2: 28,661 shares; 2025Q3: 31,720 shares; 2025Q4: 31,720 shares; 2026Q1: 31,720 shares; 2026Q2: 31,720 shares 31,720 $267K 0.08% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 2,034 shares; 2025Q1: 1,976 shares; 2025Q2: 2,150 shares; 2025Q3: not reported; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares; 2026Q2: 1,981 shares 1,981 $259K 0.08% -89 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: not reported; 2024Q4: 947 shares; 2025Q1: 935 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 930 shares; 2026Q1: 923 shares; 2026Q2: 951 shares 951 $259K 0.08% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,084 shares; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares; 2026Q2: 3,306 shares 3,306 $255K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 334 shares 334 $255K 0.08% new Timeline SCHF 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: 8,891 shares; 2026Q2: 9,194 shares 9,194 $255K 0.08% +303 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 2,710 shares 2,710 $254K 0.08% new Timeline IEF 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: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares; 2025Q4: 2,747 shares; 2026Q1: 2,729 shares; 2026Q2: 2,664 shares 2,664 $252K 0.08% -65 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,220 shares; 2024Q4: 22,220 shares; 2025Q1: 19,561 shares; 2025Q2: 24,199 shares; 2025Q3: 24,876 shares; 2025Q4: 24,829 shares; 2026Q1: 25,267 shares; 2026Q2: 27,365 shares 27,365 $245K 0.08% +2,098 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 683 shares; 2025Q3: 699 shares; 2025Q4: 715 shares; 2026Q1: 705 shares; 2026Q2: 703 shares 703 $242K 0.07% -2 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 3,827 shares 3,827 $239K 0.07% new Timeline XLF 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: 4,686 shares; 2024Q4: 4,687 shares; 2025Q1: 4,688 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares; 2025Q4: 4,515 shares; 2026Q1: 4,516 shares; 2026Q2: 4,417 shares 4,417 $237K 0.07% -99 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED 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: 13,200 shares; 2026Q2: 61,600 shares 61,600 $232K 0.07% +48,400 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: 1,779 shares; 2024Q4: 1,755 shares; 2025Q1: 1,697 shares; 2025Q2: 1,684 shares; 2025Q3: 1,692 shares; 2025Q4: 1,697 shares; 2026Q1: 1,684 shares; 2026Q2: 1,709 shares 1,709 $231K 0.07% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,033 shares; 2026Q1: 3,633 shares; 2026Q2: 3,634 shares 3,634 $229K 0.07% +1 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,504 shares; 2025Q1: 10,504 shares; 2025Q2: 11,338 shares; 2025Q3: 11,338 shares; 2025Q4: 11,338 shares; 2026Q1: 11,338 shares; 2026Q2: 11,338 shares 11,338 $228K 0.07% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,938 shares; 2024Q4: 7,098 shares; 2025Q1: 5,782 shares; 2025Q2: 5,232 shares; 2025Q3: 5,137 shares; 2025Q4: 4,374 shares; 2026Q1: 4,274 shares; 2026Q2: 4,274 shares 4,274 $228K 0.07% 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: 1,931 shares 1,931 $227K 0.07% new Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 700 shares; 2026Q1: 718 shares; 2026Q2: 724 shares 724 $227K 0.07% +6 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: 3,056 shares; 2024Q4: 2,846 shares; 2025Q1: 2,846 shares; 2025Q2: not reported; 2025Q3: 2,418 shares; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares; 2026Q2: 2,300 shares 2,300 $225K 0.07% +1 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 1,754 shares; 2026Q1: not reported; 2026Q2: 1,816 shares 1,816 $223K 0.07% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,808 shares; 2024Q4: 2,554 shares; 2025Q1: 2,562 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,641 shares; 2026Q1: not reported; 2026Q2: 2,608 shares 2,608 $221K 0.07% new 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: 565 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: not reported; 2026Q2: 1,750 shares 1,750 $217K 0.07% new Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 4,654 shares; 2025Q1: 4,071 shares; 2025Q2: 5,577 shares; 2025Q3: 5,289 shares; 2025Q4: 4,718 shares; 2026Q1: not reported; 2026Q2: 3,250 shares 3,250 $216K 0.07% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 1,793 shares; 2025Q4: not reported; 2026Q1: 1,822 shares; 2026Q2: 1,837 shares 1,837 $215K 0.07% +15 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,147 shares; 2024Q4: 9,152 shares; 2025Q1: 8,312 shares; 2025Q2: 7,667 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,974 shares 4,974 $212K 0.07% new Timeline UBRL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,260 shares; 2025Q2: 6,975 shares; 2025Q3: 6,800 shares; 2025Q4: not reported; 2026Q1: 11,300 shares; 2026Q2: 14,100 shares 14,100 $210K 0.06% +2,800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,550 shares 2,550 $207K 0.06% new 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: 2,017 shares; 2024Q4: 1,983 shares; 2025Q1: 1,947 shares; 2025Q2: 1,940 shares; 2025Q3: 1,888 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,872 shares 1,872 $205K 0.06% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,498 shares; 2024Q4: 10,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,800 shares 8,800 $203K 0.06% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,509 shares 2,509 $202K 0.06% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 890 shares 890 $202K 0.06% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,849 shares; 2024Q4: 10,849 shares; 2025Q1: 10,849 shares; 2025Q2: 10,849 shares; 2025Q3: 10,849 shares; 2025Q4: 10,849 shares; 2026Q1: 10,849 shares; 2026Q2: 11,349 shares 11,349 $186K 0.06% +500 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: 68,424 shares; 2024Q4: 76,424 shares; 2025Q1: 95,524 shares; 2025Q2: 101,924 shares; 2025Q3: 102,924 shares; 2025Q4: 93,924 shares; 2026Q1: 112,424 shares; 2026Q2: 117,424 shares 117,424 $150K 0.05% +5,000 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,219 shares; 2024Q4: 21,457 shares; 2025Q1: 24,657 shares; 2025Q2: 36,798 shares; 2025Q3: 36,798 shares; 2025Q4: 36,798 shares; 2026Q1: 36,798 shares; 2026Q2: 40,748 shares 40,748 $110K 0.03% +3,950 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 16,755 shares 16,755 $108K 0.03% 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: 20,391 shares; 2024Q4: 26,908 shares; 2025Q1: 23,992 shares; 2025Q2: 18,419 shares; 2025Q3: 17,991 shares; 2025Q4: 17,991 shares; 2026Q1: 17,949 shares; 2026Q2: 17,949 shares 17,949 $105K 0.03% 0 Timeline BITU 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $81.2K 0.03% new Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,436 shares; 2024Q4: 22,436 shares; 2025Q1: 22,436 shares; 2025Q2: 22,436 shares; 2025Q3: 22,436 shares; 2025Q4: 22,436 shares; 2026Q1: 22,436 shares; 2026Q2: 22,436 shares 22,436 $78.3K 0.02% 0 Timeline MBOT MICROBOT MED INC More: the full row for MICROBOT MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,255 shares; 2025Q3: 21,255 shares; 2025Q4: 21,255 shares; 2026Q1: 23,255 shares; 2026Q2: 36,600 shares 36,600 $71.4K 0.02% +13,345 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC 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 $44.3K 0.01% 0 Timeline MAIA MAIA BIOTECHNOLOGY INC More: the full row for MAIA BIOTECHNOLOGY 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: 21,750 shares 21,750 $31.3K 0.01% new Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS 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: 13,500 shares 13,500 $28.5K 0.01% new Timeline KSCP KNIGHTSCOPE INC More: the full row for KNIGHTSCOPE 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: 11,400 shares 11,400 $24.1K 0.01% new Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,964 shares; 2025Q1: 10,817 shares; 2025Q2: 10,817 shares; 2025Q3: 10,817 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $13.8K <0.01% 0 Timeline VANI VIVANI MEDICAL INC More: the full row for VIVANI MEDICAL INC 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 $12.4K <0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,044 shares; 2025Q3: 13,044 shares; 2025Q4: 13,144 shares; 2026Q1: 13,144 shares; 2026Q2: 14,444 shares 14,444 $11.3K <0.01% +1,300 Timeline