NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785,940 shares; 2024Q4: 619,049 shares; 2025Q1: 447,769 shares; 2025Q2: 595,176 shares; 2025Q3: 601,558 shares; 2025Q4: 595,844 shares; 2026Q1: 620,776 shares; 2026Q2: 630,053 shares 630,053 $126M 5.95% +9,277 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: 1,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,929 shares; 2025Q3: 5,976 shares; 2025Q4: 5,323 shares; 2026Q1: 109,109 shares; 2026Q2: 108,636 shares 108,636 $125M 5.92% -473 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: 367,344 shares; 2024Q4: 369,578 shares; 2025Q1: 373,561 shares; 2025Q2: 294,394 shares; 2025Q3: 351,315 shares; 2025Q4: 290,937 shares; 2026Q1: 403,578 shares; 2026Q2: 406,129 shares 406,129 $118M 5.55% +2,551 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: 273,779 shares; 2024Q4: 281,038 shares; 2025Q1: 287,165 shares; 2025Q2: 297,345 shares; 2025Q3: 299,844 shares; 2025Q4: 297,544 shares; 2026Q1: 311,786 shares; 2026Q2: 316,947 shares 316,947 $113M 5.35% +5,161 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: 168,994 shares; 2024Q4: 172,767 shares; 2025Q1: 175,006 shares; 2025Q2: 136,977 shares; 2025Q3: 220,871 shares; 2025Q4: 218,147 shares; 2026Q1: 223,159 shares; 2026Q2: 228,429 shares 228,429 $109M 5.15% +5,270 Timeline GLW CORNING INC More: the full row for CORNING 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: 387,718 shares; 2026Q2: 394,058 shares 394,058 $101M 4.75% +6,340 Timeline XBI 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: not reported; 2025Q4: 360,526 shares; 2026Q1: 567,479 shares; 2026Q2: 576,754 shares 576,754 $91.3M 4.31% +9,275 Timeline ISCF 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: 1,495,000 shares; 2025Q4: 1,907,800 shares; 2026Q1: 1,958,627 shares; 2026Q2: 2,027,356 shares 2,027,356 $87.8M 4.14% +68,729 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: 19,594 shares; 2024Q4: 564 shares; 2025Q1: 515 shares; 2025Q2: 17,497 shares; 2025Q3: 40,434 shares; 2025Q4: 40,118 shares; 2026Q1: 41,687 shares; 2026Q2: 42,396 shares 42,396 $84.3M 3.98% +709 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: 246,686 shares; 2024Q4: 252,424 shares; 2025Q1: 265,850 shares; 2025Q2: 184,625 shares; 2025Q3: 208,426 shares; 2025Q4: 205,395 shares; 2026Q1: 212,402 shares; 2026Q2: 213,841 shares 213,841 $80.8M 3.81% +1,439 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: 210,557 shares; 2024Q4: 214,725 shares; 2025Q1: 218,675 shares; 2025Q2: 224,286 shares; 2025Q3: 224,723 shares; 2025Q4: 221,919 shares; 2026Q1: 223,762 shares; 2026Q2: 226,299 shares 226,299 $74.1M 3.5% +2,537 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 355,461 shares; 2026Q1: 361,874 shares; 2026Q2: 360,865 shares 360,865 $72.9M 3.44% -1,009 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: 94,050 shares; 2024Q4: 96,486 shares; 2025Q1: 98,562 shares; 2025Q2: 1,926 shares; 2025Q3: 3,081 shares; 2025Q4: 59,559 shares; 2026Q1: 61,110 shares; 2026Q2: 61,759 shares 61,759 $65.8M 3.1% +649 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: 299,156 shares; 2024Q4: 306,948 shares; 2025Q1: 312,450 shares; 2025Q2: 224,164 shares; 2025Q3: 262,934 shares; 2025Q4: 259,849 shares; 2026Q1: 269,193 shares; 2026Q2: 274,738 shares 274,738 $65.5M 3.09% +5,545 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: 44,533 shares; 2025Q2: 27,604 shares; 2025Q3: 48,641 shares; 2025Q4: 49,161 shares; 2026Q1: 50,692 shares; 2026Q2: 50,802 shares 50,802 $59.7M 2.82% +110 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 297,311 shares; 2025Q4: 295,357 shares; 2026Q1: 301,043 shares; 2026Q2: 308,716 shares 308,716 $54.4M 2.57% +7,673 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: 10,480 shares; 2024Q4: 10,640 shares; 2025Q1: 12,806 shares; 2025Q2: 11,300 shares; 2025Q3: 11,385 shares; 2025Q4: 179,318 shares; 2026Q1: 186,882 shares; 2026Q2: 188,640 shares 188,640 $47.9M 2.26% +1,758 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: 222,568 shares; 2026Q2: 227,136 shares 227,136 $47M 2.22% +4,568 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: 58,820 shares; 2024Q4: 61,292 shares; 2025Q1: 61,955 shares; 2025Q2: 62,849 shares; 2025Q3: 63,459 shares; 2025Q4: 62,366 shares; 2026Q1: 46,139 shares; 2026Q2: 47,497 shares 47,497 $44.4M 2.1% +1,358 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON 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: 519,212 shares; 2026Q2: 528,051 shares 528,051 $44M 2.08% +8,839 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 1,694,985 shares; 2025Q4: 1,682,837 shares; 2026Q1: 850,971 shares; 2026Q2: 1,621,490 shares 1,621,490 $43.6M 2.06% +770,519 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: 97,046 shares; 2024Q4: 99,659 shares; 2025Q1: 103,000 shares; 2025Q2: 63,647 shares; 2025Q3: 89,183 shares; 2025Q4: 86,547 shares; 2026Q1: 70,962 shares; 2026Q2: 72,187 shares 72,187 $40.7M 1.92% +1,225 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,937 shares; 2026Q2: 115,108 shares 115,108 $40.3M 1.9% +2,171 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364,392 shares; 2025Q4: 381,868 shares; 2026Q1: 389,077 shares; 2026Q2: 391,529 shares 391,529 $39.9M 1.88% +2,452 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: 11,874 shares; 2024Q4: 15,046 shares; 2025Q1: 12,843 shares; 2025Q2: 335,746 shares; 2025Q3: 340,885 shares; 2025Q4: 338,395 shares; 2026Q1: 344,869 shares; 2026Q2: 348,650 shares 348,650 $39.5M 1.86% +3,781 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 190,644 shares; 2026Q2: 197,417 shares 197,417 $37.4M 1.77% +6,773 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 150,755 shares 150,755 $32.1M 1.51% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: not reported; 2026Q2: 413,657 shares 413,657 $27.4M 1.29% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,423 shares; 2024Q4: 129,762 shares; 2025Q1: 133,621 shares; 2025Q2: 94,702 shares; 2025Q3: 168,164 shares; 2025Q4: 168,207 shares; 2026Q1: 67,542 shares; 2026Q2: 69,182 shares 69,182 $25.8M 1.22% +1,640 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: 367,266 shares; 2024Q4: 385,813 shares; 2025Q1: 397,082 shares; 2025Q2: 406,912 shares; 2025Q3: 152,748 shares; 2025Q4: 151,084 shares; 2026Q1: 151,627 shares; 2026Q2: 151,073 shares 151,073 $22.2M 1.05% -554 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: 65,968 shares; 2024Q4: 67,804 shares; 2025Q1: 68,656 shares; 2025Q2: 69,178 shares; 2025Q3: 68,892 shares; 2025Q4: 67,361 shares; 2026Q1: 67,774 shares; 2026Q2: 28,475 shares 28,475 $21.5M 1.02% -39,299 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,151 shares; 2024Q4: 3,104 shares; 2025Q1: 2,913 shares; 2025Q2: 10,724 shares; 2025Q3: 8,627 shares; 2025Q4: 2,492 shares; 2026Q1: 8,464 shares; 2026Q2: 9,580 shares 9,580 $11.4M 0.54% +1,116 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: 18,852 shares; 2024Q4: 20,368 shares; 2025Q1: 21,216 shares; 2025Q2: 20,120 shares; 2025Q3: 19,661 shares; 2025Q4: 20,091 shares; 2026Q1: 23,437 shares; 2026Q2: 22,707 shares 22,707 $8.02M 0.38% -730 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: 6,655 shares; 2024Q4: 14,236 shares; 2025Q1: 13,796 shares; 2025Q2: 13,146 shares; 2025Q3: 34,452 shares; 2025Q4: 13,235 shares; 2026Q1: 34,024 shares; 2026Q2: 23,343 shares 23,343 $7.96M 0.38% -10,681 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: 107,986 shares; 2024Q4: 109,434 shares; 2025Q1: 111,420 shares; 2025Q2: 116,181 shares; 2025Q3: 13,261 shares; 2025Q4: 12,116 shares; 2026Q1: 11,978 shares; 2026Q2: 11,980 shares 11,980 $5.99M 0.28% +2 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 285,740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,884 shares; 2025Q4: not reported; 2026Q1: 34,981 shares; 2026Q2: 34,937 shares 34,937 $5.94M 0.28% -44 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: 13,906 shares; 2024Q4: 15,968 shares; 2025Q1: 15,045 shares; 2025Q2: 11,800 shares; 2025Q3: 13,020 shares; 2025Q4: 12,748 shares; 2026Q1: 12,337 shares; 2026Q2: 12,943 shares 12,943 $5.44M 0.26% +606 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: 36,624 shares; 2024Q4: 36,240 shares; 2025Q1: 35,416 shares; 2025Q2: 33,617 shares; 2025Q3: 34,098 shares; 2025Q4: 31,782 shares; 2026Q1: 46,360 shares; 2026Q2: 45,887 shares 45,887 $4.23M 0.2% -473 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: 20,713 shares; 2024Q4: 20,775 shares; 2025Q1: 18,882 shares; 2025Q2: 18,382 shares; 2025Q3: 37,085 shares; 2025Q4: 19,846 shares; 2026Q1: 46,882 shares; 2026Q2: 48,542 shares 48,542 $4.01M 0.19% +1,660 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.18% 0 Timeline IXUS 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: 25,485 shares; 2025Q3: 33,188 shares; 2025Q4: 31,573 shares; 2026Q1: 38,583 shares; 2026Q2: 39,073 shares 39,073 $3.73M 0.18% +490 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: 3,302 shares; 2024Q4: 3,363 shares; 2025Q1: 3,339 shares; 2025Q2: 2,679 shares; 2025Q3: 2,681 shares; 2025Q4: 1,419 shares; 2026Q1: 2,908 shares; 2026Q2: 2,746 shares 2,746 $3.29M 0.16% -162 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: 163,766 shares; 2024Q4: 168,028 shares; 2025Q1: 171,366 shares; 2025Q2: 172,420 shares; 2025Q3: 177,093 shares; 2025Q4: 174,088 shares; 2026Q1: 10,246 shares; 2026Q2: 9,369 shares 9,369 $3.21M 0.15% -877 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: 235,898 shares; 2024Q4: 242,915 shares; 2025Q1: 251,705 shares; 2025Q2: 21,984 shares; 2025Q3: 24,225 shares; 2025Q4: 23,209 shares; 2026Q1: 23,924 shares; 2026Q2: 22,437 shares 22,437 $3.07M 0.14% -1,487 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,693 shares; 2024Q4: 14,632 shares; 2025Q1: 14,754 shares; 2025Q2: 14,654 shares; 2025Q3: 14,074 shares; 2025Q4: 14,291 shares; 2026Q1: 14,403 shares; 2026Q2: 14,240 shares 14,240 $2.77M 0.13% -163 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,330 shares; 2024Q4: 17,616 shares; 2025Q1: 18,505 shares; 2025Q2: 18,688 shares; 2025Q3: 16,721 shares; 2025Q4: 15,138 shares; 2026Q1: 14,742 shares; 2026Q2: 13,511 shares 13,511 $2.74M 0.13% -1,231 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: 11,209 shares; 2024Q4: 10,941 shares; 2025Q1: 11,618 shares; 2025Q2: 9,534 shares; 2025Q3: 16,801 shares; 2025Q4: 9,520 shares; 2026Q1: 16,851 shares; 2026Q2: 16,080 shares 16,080 $2.67M 0.13% -771 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,331 shares; 2025Q1: 2,172 shares; 2025Q2: 2,671 shares; 2025Q3: 2,654 shares; 2025Q4: 2,663 shares; 2026Q1: 3,263 shares; 2026Q2: 3,485 shares 3,485 $2.6M 0.12% +222 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: 9,673 shares; 2024Q4: 9,475 shares; 2025Q1: 9,318 shares; 2025Q2: 9,102 shares; 2025Q3: 9,517 shares; 2025Q4: 9,355 shares; 2026Q1: 10,258 shares; 2026Q2: 9,721 shares 9,721 $2.45M 0.12% -537 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: 19,801 shares; 2024Q4: 19,618 shares; 2025Q1: 19,679 shares; 2025Q2: 18,973 shares; 2025Q3: 18,968 shares; 2025Q4: 18,588 shares; 2026Q1: 15,483 shares; 2026Q2: 8,913 shares 8,913 $2.41M 0.11% -6,570 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: 115,360 shares; 2024Q4: 60,445 shares; 2025Q1: not reported; 2025Q2: 4,205 shares; 2025Q3: 3,499 shares; 2025Q4: 3,422 shares; 2026Q1: 3,145 shares; 2026Q2: 3,308 shares 3,308 $1.92M 0.09% +163 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 1,366 shares; 2025Q1: 1,260 shares; 2025Q2: 1,202 shares; 2025Q3: 1,450 shares; 2025Q4: 1,260 shares; 2026Q1: 2,554 shares; 2026Q2: 1,810 shares 1,810 $1.36M 0.06% -744 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: 892,801 shares; 2024Q4: 897,720 shares; 2025Q1: 905,633 shares; 2025Q2: 461,432 shares; 2025Q3: 455,493 shares; 2025Q4: 440,250 shares; 2026Q1: 167,647 shares; 2026Q2: 11,444 shares 11,444 $1.34M 0.06% -156,203 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,294 shares; 2024Q4: 8,076 shares; 2025Q1: 8,146 shares; 2025Q2: 8,056 shares; 2025Q3: 8,092 shares; 2025Q4: 8,059 shares; 2026Q1: 7,870 shares; 2026Q2: 7,610 shares 7,610 $1.23M 0.06% -260 Timeline ISTB 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: 17,280 shares; 2025Q2: 18,966 shares; 2025Q3: 21,228 shares; 2025Q4: 22,763 shares; 2026Q1: 24,058 shares; 2026Q2: 24,592 shares 24,592 $1.19M 0.06% +534 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: 10,069 shares; 2024Q4: 10,998 shares; 2025Q1: 530,296 shares; 2025Q2: 10,577 shares; 2025Q3: 10,472 shares; 2025Q4: 9,684 shares; 2026Q1: 10,057 shares; 2026Q2: 9,682 shares 9,682 $1.14M 0.05% -375 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: 596 shares; 2024Q4: 1,029 shares; 2025Q1: 790 shares; 2025Q2: 1,039 shares; 2025Q3: 1,595 shares; 2025Q4: 1,345 shares; 2026Q1: 1,769 shares; 2026Q2: 1,531 shares 1,531 $1.13M 0.05% -238 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: 3,987 shares; 2024Q4: 4,540 shares; 2025Q1: 4,433 shares; 2025Q2: 4,485 shares; 2025Q3: 5,563 shares; 2025Q4: 5,496 shares; 2026Q1: 6,066 shares; 2026Q2: 5,752 shares 5,752 $1.09M 0.05% -314 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: 9,689 shares; 2024Q4: 9,667 shares; 2025Q1: 9,230 shares; 2025Q2: 8,968 shares; 2025Q3: 9,270 shares; 2025Q4: 7,784 shares; 2026Q1: 9,521 shares; 2026Q2: 8,298 shares 8,298 $1.07M 0.05% -1,223 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,047 shares; 2024Q4: 2,110 shares; 2025Q1: 1,620 shares; 2025Q2: 1,569 shares; 2025Q3: 1,605 shares; 2025Q4: 1,842 shares; 2026Q1: 3,527 shares; 2026Q2: 3,560 shares 3,560 $1.06M 0.05% +33 Timeline SCHI 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: 8,879 shares; 2024Q4: 16,396 shares; 2025Q1: 15,904 shares; 2025Q2: 26,009 shares; 2025Q3: 34,241 shares; 2025Q4: 38,493 shares; 2026Q1: 44,326 shares; 2026Q2: 46,488 shares 46,488 $1.05M 0.05% +2,162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,156 shares; 2025Q4: 6,869 shares; 2026Q1: 5,919 shares; 2026Q2: 7,350 shares 7,350 $1.03M 0.05% +1,431 Timeline IGLB 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: 6,633 shares; 2025Q1: 6,505 shares; 2025Q2: 9,454 shares; 2025Q3: 14,165 shares; 2025Q4: 15,941 shares; 2026Q1: 18,751 shares; 2026Q2: 19,721 shares 19,721 $987K 0.05% +970 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: 7,382 shares; 2026Q2: 7,145 shares 7,145 $980K 0.05% -237 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,350 shares; 2026Q2: 10,363 shares 10,363 $980K 0.05% +13 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: 6,743 shares; 2024Q4: 7,280 shares; 2025Q1: 6,718 shares; 2025Q2: 1,652 shares; 2025Q3: 2,518 shares; 2025Q4: 6,364 shares; 2026Q1: 6,924 shares; 2026Q2: 5,802 shares 5,802 $909K 0.04% -1,122 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 5,734 shares; 2026Q2: 5,936 shares 5,936 $882K 0.04% +202 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: 1,524 shares; 2026Q1: 1,988 shares; 2026Q2: 2,016 shares 2,016 $874K 0.04% +28 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,328 shares; 2024Q4: 9,328 shares; 2025Q1: 9,328 shares; 2025Q2: 9,328 shares; 2025Q3: 9,368 shares; 2025Q4: 9,125 shares; 2026Q1: 9,537 shares; 2026Q2: 8,934 shares 8,934 $853K 0.04% -603 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: 25,624 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares; 2026Q2: 811 shares 811 $820K 0.04% -63 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: 6,142 shares; 2024Q4: 5,730 shares; 2025Q1: 5,730 shares; 2025Q2: 4,618 shares; 2025Q3: 4,894 shares; 2025Q4: 4,740 shares; 2026Q1: 5,526 shares; 2026Q2: 5,803 shares 5,803 $812K 0.04% +277 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 764 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 1,502 shares; 2026Q2: 1,541 shares 1,541 $805K 0.04% +39 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 917 shares; 2026Q1: 1,012 shares; 2026Q2: 1,038 shares 1,038 $787K 0.04% +26 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449,335 shares; 2025Q3: 452,820 shares; 2025Q4: 446,905 shares; 2026Q1: 11,491 shares; 2026Q2: 10,806 shares 10,806 $780K 0.04% -685 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,839 shares; 2024Q4: 6,839 shares; 2025Q1: 6,699 shares; 2025Q2: 6,699 shares; 2025Q3: 6,699 shares; 2025Q4: 6,618 shares; 2026Q1: 7,484 shares; 2026Q2: 8,390 shares 8,390 $769K 0.04% +906 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: 968 shares; 2024Q4: 1,472 shares; 2025Q1: 772 shares; 2025Q2: 591 shares; 2025Q3: 1,057 shares; 2025Q4: 513 shares; 2026Q1: 1,332 shares; 2026Q2: 1,104 shares 1,104 $759K 0.04% -228 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,997 shares; 2025Q3: 7,358 shares; 2025Q4: 7,696 shares; 2026Q1: 7,733 shares; 2026Q2: 7,772 shares 7,772 $739K 0.03% +39 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: 14,185 shares; 2024Q4: 14,055 shares; 2025Q1: 14,874 shares; 2025Q2: 10,052 shares; 2025Q3: 12,538 shares; 2025Q4: 11,118 shares; 2026Q1: 11,943 shares; 2026Q2: 11,869 shares 11,869 $676K 0.03% -74 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,808 shares; 2026Q2: 4,075 shares 4,075 $664K 0.03% +267 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,342 shares; 2026Q1: 4,129 shares; 2026Q2: 2,413 shares 2,413 $656K 0.03% -1,716 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: 30,205 shares; 2026Q1: 30,448 shares; 2026Q2: 32,721 shares 32,721 $651K 0.03% +2,273 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 318,947 shares; 2025Q2: not reported; 2025Q3: 4,190 shares; 2025Q4: not reported; 2026Q1: 4,075 shares; 2026Q2: 4,214 shares 4,214 $647K 0.03% +139 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,301 shares; 2025Q1: 1,682 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,317 shares; 2026Q2: 5,036 shares 5,036 $593K 0.03% -281 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: 4,545 shares; 2024Q4: 4,545 shares; 2025Q1: not reported; 2025Q2: 4,860 shares; 2025Q3: 4,545 shares; 2025Q4: 4,768 shares; 2026Q1: 5,091 shares; 2026Q2: 6,263 shares 6,263 $587K 0.03% +1,172 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: 798 shares; 2025Q4: not reported; 2026Q1: 628 shares; 2026Q2: 744 shares 744 $568K 0.03% +116 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 1,210 shares; 2025Q4: 1,248 shares; 2026Q1: 1,491 shares; 2026Q2: 1,395 shares 1,395 $554K 0.03% -96 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: not reported; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $533K 0.03% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,576 shares; 2025Q4: 3,286 shares; 2026Q1: 4,175 shares; 2026Q2: 4,739 shares 4,739 $530K 0.02% +564 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,085 shares; 2025Q4: 4,000 shares; 2026Q1: 4,085 shares; 2026Q2: 4,085 shares 4,085 $523K 0.02% 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: 209,307 shares; 2024Q4: 211,326 shares; 2025Q1: 217,589 shares; 2025Q2: 1,363 shares; 2025Q3: 3,836 shares; 2025Q4: 3,031 shares; 2026Q1: 3,497 shares; 2026Q2: 3,505 shares 3,505 $514K 0.02% +8 Timeline SOXX 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: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares; 2026Q2: 771 shares 771 $494K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 235 shares; 2025Q4: 223 shares; 2026Q1: 177 shares; 2026Q2: 1,604 shares 1,604 $484K 0.02% +1,427 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 3,427 shares; 2025Q1: 2,708 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares; 2025Q4: 2,309 shares; 2026Q1: 2,232 shares; 2026Q2: 2,092 shares 2,092 $469K 0.02% -140 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,349 shares; 2025Q3: 78,610 shares; 2025Q4: 947 shares; 2026Q1: 947 shares; 2026Q2: 948 shares 948 $466K 0.02% +1 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: not reported; 2024Q4: 2,801 shares; 2025Q1: 1,998 shares; 2025Q2: 2,007 shares; 2025Q3: 1,652 shares; 2025Q4: 1,538 shares; 2026Q1: 1,289 shares; 2026Q2: 1,255 shares 1,255 $464K 0.02% -34 Timeline IGM 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: 1,932 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 1,932 shares; 2026Q2: 2,816 shares 2,816 $461K 0.02% +884 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 8,986 shares; 2026Q1: not reported; 2026Q2: 3,986 shares 3,986 $460K 0.02% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,712 shares; 2025Q1: 2,291 shares; 2025Q2: 2,591 shares; 2025Q3: 2,329 shares; 2025Q4: 2,116 shares; 2026Q1: 3,722 shares; 2026Q2: 3,365 shares 3,365 $456K 0.02% -357 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,904 shares; 2026Q2: 4,483 shares 4,483 $406K 0.02% +579 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,654 shares; 2025Q1: 1,254 shares; 2025Q2: 918 shares; 2025Q3: 996 shares; 2025Q4: 1,151 shares; 2026Q1: 900 shares; 2026Q2: 800 shares 800 $401K 0.02% -100 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 2,046 shares; 2025Q1: 1,952 shares; 2025Q2: 1,841 shares; 2025Q3: 1,791 shares; 2025Q4: 1,843 shares; 2026Q1: 1,763 shares; 2026Q2: 1,221 shares 1,221 $384K 0.02% -542 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,563 shares; 2026Q1: 1,919 shares; 2026Q2: 2,524 shares 2,524 $382K 0.02% +605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,616 shares; 2025Q4: 2,040 shares; 2026Q1: 2,436 shares; 2026Q2: 3,345 shares 3,345 $382K 0.02% +909 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,539 shares; 2024Q4: 3,539 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,556 shares; 2025Q4: 3,330 shares; 2026Q1: 2,858 shares; 2026Q2: 3,337 shares 3,337 $375K 0.02% +479 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 950 shares; 2026Q1: 1,188 shares; 2026Q2: 1,431 shares 1,431 $366K 0.02% +243 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: 695 shares; 2024Q4: 835 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 695 shares; 2026Q2: 2,780 shares 2,780 $345K 0.02% +2,085 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,011 shares; 2026Q2: 8,746 shares 8,746 $333K 0.02% +1,735 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,852 shares; 2026Q2: 1,832 shares 1,832 $330K 0.02% -20 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 823 shares 823 $325K 0.02% -23 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,313 shares; 2025Q4: 3,305 shares; 2026Q1: 3,319 shares; 2026Q2: 2,729 shares 2,729 $323K 0.02% -590 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 2,344 shares 2,344 $319K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 411 shares; 2025Q4: not reported; 2026Q1: 447 shares; 2026Q2: 600 shares 600 $316K 0.01% +153 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: 15,232 shares; 2024Q4: 15,257 shares; 2025Q1: 16,250 shares; 2025Q2: 14,607 shares; 2025Q3: 14,715 shares; 2025Q4: 14,620 shares; 2026Q1: 6,942 shares; 2026Q2: 5,252 shares 5,252 $303K 0.01% -1,690 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: 12,446 shares; 2024Q4: 12,344 shares; 2025Q1: 15,693 shares; 2025Q2: 12,254 shares; 2025Q3: 14,043 shares; 2025Q4: 13,914 shares; 2026Q1: 20,193 shares; 2026Q2: 14,071 shares 14,071 $291K 0.01% -6,122 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,086 shares 4,086 $291K 0.01% new Timeline SCHX 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: 10,689 shares; 2025Q1: not reported; 2025Q2: 10,898 shares; 2025Q3: 14,531 shares; 2025Q4: 9,835 shares; 2026Q1: 10,635 shares; 2026Q2: 9,835 shares 9,835 $289K 0.01% -800 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW 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: 2,967 shares 2,967 $285K 0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,481 shares; 2026Q2: 2,438 shares 2,438 $277K 0.01% -43 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,372 shares; 2024Q4: 10,372 shares; 2025Q1: 10,372 shares; 2025Q2: 10,372 shares; 2025Q3: 11,223 shares; 2025Q4: 10,912 shares; 2026Q1: 13,520 shares; 2026Q2: 11,037 shares 11,037 $271K 0.01% -2,483 Timeline IUSG 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: 1,435 shares 1,435 $270K 0.01% 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: 9,606 shares; 2025Q3: 9,606 shares; 2025Q4: 9,606 shares; 2026Q1: 10,206 shares; 2026Q2: 9,606 shares 9,606 $266K 0.01% -600 Timeline FNDX 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: 8,541 shares; 2025Q3: 8,541 shares; 2025Q4: 9,959 shares; 2026Q1: 8,541 shares; 2026Q2: 8,541 shares 8,541 $266K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: not reported; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares; 2026Q2: 1,446 shares 1,446 $264K 0.01% 0 Timeline IUSV 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: 2,371 shares 2,371 $261K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,588 shares; 2024Q4: 53,370 shares; 2025Q1: 54,903 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 292 shares; 2026Q1: 261 shares; 2026Q2: 265 shares 265 $259K 0.01% +4 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536,736 shares; 2025Q3: 539,305 shares; 2025Q4: 532,399 shares; 2026Q1: 3,290 shares; 2026Q2: 2,581 shares 2,581 $259K 0.01% -709 Timeline IT GARTNER INC More: the full row for GARTNER 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: 2,153 shares; 2025Q4: not reported; 2026Q1: 2,115 shares; 2026Q2: 1,991 shares 1,991 $258K 0.01% -124 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF 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: 142,100 shares; 2025Q4: not reported; 2026Q1: 152,100 shares; 2026Q2: 152,100 shares 152,100 $256K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $254K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,796 shares; 2024Q4: 1,587 shares; 2025Q1: 1,582 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,117 shares; 2026Q1: 877 shares; 2026Q2: 806 shares 806 $254K 0.01% -71 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: not reported; 2026Q1: 1,010 shares; 2026Q2: 1,010 shares 1,010 $241K 0.01% 0 Timeline ABEO ABEONA THERAPEUTICS INC More: the full row for ABEONA 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: 38,514 shares 38,514 $238K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 712 shares; 2024Q4: 785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 771 shares; 2026Q2: 846 shares 846 $233K 0.01% +75 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,436 shares; 2024Q4: 3,857 shares; 2025Q1: 3,526 shares; 2025Q2: 3,464 shares; 2025Q3: 3,531 shares; 2025Q4: 3,654 shares; 2026Q1: 3,859 shares; 2026Q2: 2,493 shares 2,493 $226K 0.01% -1,366 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: not reported; 2026Q2: 6,200 shares 6,200 $215K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 622 shares; 2025Q2: 620 shares; 2025Q3: 627 shares; 2025Q4: 821 shares; 2026Q1: 622 shares; 2026Q2: 628 shares 628 $208K 0.01% +6 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,420 shares; 2026Q2: 7,655 shares 7,655 $208K 0.01% +235 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: 3,489 shares; 2024Q4: 3,556 shares; 2025Q1: 4,748 shares; 2025Q2: 3,597 shares; 2025Q3: 3,597 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,558 shares 2,558 $208K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,416 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 791 shares 791 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $44.3K <0.01% 0 Timeline