IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,327 shares; 2024Q4: 231,435 shares; 2025Q1: 216,252 shares; 2025Q2: 225,204 shares; 2025Q3: 236,197 shares; 2025Q4: 245,868 shares; 2026Q1: 247,033 shares; 2026Q2: 262,136 shares 262,136 $196M 36.34% +15,103 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: 25,574 shares; 2024Q4: 25,642 shares; 2025Q1: 31,042 shares; 2025Q2: 38,287 shares; 2025Q3: 44,542 shares; 2025Q4: 50,132 shares; 2026Q1: 62,733 shares; 2026Q2: 70,406 shares 70,406 $48.4M 8.95% +7,673 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,757 shares; 2024Q4: 99,757 shares; 2025Q1: 125,457 shares; 2025Q2: 155,637 shares; 2025Q3: 184,067 shares; 2025Q4: 211,923 shares; 2026Q1: 230,602 shares; 2026Q2: 261,853 shares 261,853 $21.5M 3.97% +31,251 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: 48,307 shares; 2024Q4: 49,009 shares; 2025Q1: 50,249 shares; 2025Q2: 51,449 shares; 2025Q3: 51,791 shares; 2025Q4: 49,095 shares; 2026Q1: 46,210 shares; 2026Q2: 46,210 shares 46,210 $16.5M 3.06% 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: 140,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,464 shares; 2025Q2: 140,464 shares; 2025Q3: 140,464 shares; 2025Q4: 140,464 shares; 2026Q1: 140,464 shares; 2026Q2: 140,464 shares 140,464 $16.5M 3.05% 0 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: 85,383 shares; 2024Q4: 85,383 shares; 2025Q1: 85,383 shares; 2025Q2: 85,383 shares; 2025Q3: 85,383 shares; 2025Q4: 85,383 shares; 2026Q1: 85,383 shares; 2026Q2: 85,383 shares 85,383 $12M 2.21% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,217 shares; 2024Q4: 9,049 shares; 2025Q1: 15,604 shares; 2025Q2: 19,904 shares; 2025Q3: 23,612 shares; 2025Q4: 25,679 shares; 2026Q1: 30,911 shares; 2026Q2: 37,116 shares 37,116 $11.2M 2.06% +6,205 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 22,200 shares; 2026Q2: 22,200 shares 22,200 $11M 2.03% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,037 shares; 2025Q4: 100,037 shares; 2026Q1: 100,037 shares; 2026Q2: 165,037 shares 165,037 $10.6M 1.96% +65,000 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: 41,502 shares; 2024Q4: 34,502 shares; 2025Q1: 34,502 shares; 2025Q2: 34,502 shares; 2025Q3: 30,502 shares; 2025Q4: 30,502 shares; 2026Q1: 30,502 shares; 2026Q2: 30,502 shares 30,502 $9.98M 1.85% 0 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: 20,959 shares; 2024Q4: 21,037 shares; 2025Q1: 22,327 shares; 2025Q2: 22,096 shares; 2025Q3: 22,401 shares; 2025Q4: 21,916 shares; 2026Q1: 21,964 shares; 2026Q2: 24,711 shares 24,711 $9.22M 1.71% +2,747 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450,712 shares 450,712 $9.12M 1.69% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 62,500 shares 62,500 $8.95M 1.66% +12,500 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,820 shares; 2024Q4: 41,900 shares; 2025Q1: 66,715 shares; 2025Q2: 66,715 shares; 2025Q3: 67,542 shares; 2025Q4: 81,662 shares; 2026Q1: 111,157 shares; 2026Q2: 111,157 shares 111,157 $8.15M 1.51% 0 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: 14,249 shares; 2024Q4: 14,249 shares; 2025Q1: 14,249 shares; 2025Q2: 14,249 shares; 2025Q3: 14,249 shares; 2025Q4: 14,249 shares; 2026Q1: 14,395 shares; 2026Q2: 14,395 shares 14,395 $7.39M 1.37% 0 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: 128,110 shares; 2024Q4: 128,910 shares; 2025Q1: 128,910 shares; 2025Q2: 128,910 shares; 2025Q3: 128,910 shares; 2025Q4: 128,910 shares; 2026Q1: 128,910 shares; 2026Q2: 128,910 shares 128,910 $7.35M 1.36% 0 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: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares; 2026Q2: 45,000 shares 45,000 $6.82M 1.26% 0 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: 18,332 shares; 2024Q4: 18,332 shares; 2025Q1: 18,332 shares; 2025Q2: 18,332 shares; 2025Q3: 18,332 shares; 2025Q4: 18,332 shares; 2026Q1: 18,551 shares; 2026Q2: 18,551 shares 18,551 $6.36M 1.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,088 shares; 2026Q2: 40,230 shares 40,230 $6.3M 1.17% +24,142 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: 31,466 shares; 2024Q4: 31,461 shares; 2025Q1: 18,791 shares; 2025Q2: 19,212 shares; 2025Q3: 17,117 shares; 2025Q4: 14,902 shares; 2026Q1: 10,899 shares; 2026Q2: 10,686 shares 10,686 $6.02M 1.11% -213 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: 32,723 shares; 2024Q4: 32,723 shares; 2025Q1: 37,723 shares; 2025Q2: 37,723 shares; 2025Q3: 44,723 shares; 2025Q4: 44,723 shares; 2026Q1: 44,723 shares; 2026Q2: 44,723 shares 44,723 $5.84M 1.08% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $5.56M 1.03% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,778 shares; 2024Q4: 23,778 shares; 2025Q1: 31,778 shares; 2025Q2: 39,588 shares; 2025Q3: 48,588 shares; 2025Q4: 60,352 shares; 2026Q1: 63,377 shares; 2026Q2: 63,377 shares 63,377 $5.02M 0.93% 0 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: 7,906 shares; 2024Q4: 2,068 shares; 2025Q1: 2,197 shares; 2025Q2: 2,940 shares; 2025Q3: 3,653 shares; 2025Q4: 10,905 shares; 2026Q1: 11,682 shares; 2026Q2: 11,682 shares 11,682 $4.91M 0.91% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 250,000 shares; 2025Q4: 250,000 shares; 2026Q1: 250,000 shares; 2026Q2: 250,000 shares 250,000 $4.67M 0.86% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,249 shares; 2024Q4: 26,249 shares; 2025Q1: 26,249 shares; 2025Q2: 26,249 shares; 2025Q3: 26,249 shares; 2025Q4: 26,249 shares; 2026Q1: 26,249 shares; 2026Q2: 42,249 shares 42,249 $4.64M 0.86% +16,000 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,138 shares; 2024Q4: 49,138 shares; 2025Q1: 59,138 shares; 2025Q2: 59,138 shares; 2025Q3: 59,138 shares; 2025Q4: 59,138 shares; 2026Q1: 59,138 shares; 2026Q2: 59,138 shares 59,138 $4.63M 0.86% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares; 2026Q2: 60,000 shares 60,000 $4.45M 0.82% 0 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: 2,781 shares; 2024Q4: not reported; 2025Q1: 46,981 shares; 2025Q2: 54,631 shares; 2025Q3: 44,731 shares; 2025Q4: 32,351 shares; 2026Q1: 16,251 shares; 2026Q2: 3,737 shares 3,737 $4.31M 0.8% -12,514 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,455 shares; 2024Q4: 60,455 shares; 2025Q1: 51,844 shares; 2025Q2: 42,164 shares; 2025Q3: 41,527 shares; 2025Q4: 41,527 shares; 2026Q1: 41,527 shares; 2026Q2: 41,527 shares 41,527 $4.01M 0.74% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,238 shares; 2026Q2: 3,261 shares 3,261 $3.47M 0.64% +23 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,000 shares 13,000 $3.42M 0.63% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,623 shares; 2026Q2: 10,033 shares 10,033 $3.42M 0.63% -590 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: 40,415 shares; 2024Q4: 38,712 shares; 2025Q1: 37,744 shares; 2025Q2: 35,442 shares; 2025Q3: 35,376 shares; 2025Q4: 35,303 shares; 2026Q1: 35,303 shares; 2026Q2: 34,993 shares 34,993 $3.37M 0.62% -310 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,730 shares; 2024Q4: 22,730 shares; 2025Q1: 22,600 shares; 2025Q2: 22,600 shares; 2025Q3: 22,600 shares; 2025Q4: 22,600 shares; 2026Q1: 22,600 shares; 2026Q2: 22,600 shares 22,600 $3.23M 0.6% 0 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: 32,500 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 32,500 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares; 2026Q1: 32,500 shares; 2026Q2: 32,500 shares 32,500 $2.98M 0.55% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,083 shares; 2024Q4: 42,083 shares; 2025Q1: 42,083 shares; 2025Q2: 42,083 shares; 2025Q3: 42,083 shares; 2025Q4: 42,083 shares; 2026Q1: 42,083 shares; 2026Q2: 42,083 shares 42,083 $2.88M 0.53% 0 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: 12,020 shares; 2024Q4: 8,842 shares; 2025Q1: 9,265 shares; 2025Q2: 12,276 shares; 2025Q3: 6,846 shares; 2025Q4: 8,659 shares; 2026Q1: 11,650 shares; 2026Q2: 13,328 shares 13,328 $2.67M 0.49% +1,678 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: 1,163 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares; 2026Q1: 6,513 shares; 2026Q2: 5,483 shares 5,483 $2.62M 0.48% -1,030 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,300 shares; 2026Q2: 15,300 shares 15,300 $2.6M 0.48% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,938 shares; 2025Q1: 2,756 shares; 2025Q2: 2,775 shares; 2025Q3: 2,798 shares; 2025Q4: 2,798 shares; 2026Q1: 3,407 shares; 2026Q2: 3,455 shares 3,455 $2.19M 0.41% +48 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: 2,885 shares; 2024Q4: 2,885 shares; 2025Q1: 2,885 shares; 2025Q2: 2,885 shares; 2025Q3: 2,885 shares; 2025Q4: 2,885 shares; 2026Q1: 2,885 shares; 2026Q2: 2,885 shares 2,885 $2.15M 0.4% 0 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: 60,229 shares; 2024Q4: 39,807 shares; 2025Q1: 28,031 shares; 2025Q2: 19,537 shares; 2025Q3: 18,050 shares; 2025Q4: 17,470 shares; 2026Q1: 17,236 shares; 2026Q2: 17,236 shares 17,236 $2.01M 0.37% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 88,000 shares; 2026Q2: 88,000 shares 88,000 $1.73M 0.32% 0 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 5,100 shares; 2026Q2: 5,100 shares 5,100 $1.71M 0.32% 0 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: 65,224 shares; 2024Q4: 65,224 shares; 2025Q1: 65,224 shares; 2025Q2: 65,224 shares; 2025Q3: 65,224 shares; 2025Q4: 65,224 shares; 2026Q1: 65,224 shares; 2026Q2: 65,224 shares 65,224 $1.6M 0.3% 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: 1,969 shares; 2024Q4: 1,905 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: not reported; 2025Q4: 1,197 shares; 2026Q1: 13,097 shares; 2026Q2: 8,622 shares 8,622 $1.59M 0.29% -4,475 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: not reported; 2025Q4: not reported; 2026Q1: 6,145 shares; 2026Q2: 6,145 shares 6,145 $1.53M 0.28% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,132 shares; 2024Q4: 27,245 shares; 2025Q1: 27,237 shares; 2025Q2: 27,237 shares; 2025Q3: 27,237 shares; 2025Q4: 27,237 shares; 2026Q1: 27,237 shares; 2026Q2: 13,714 shares 13,714 $1.1M 0.2% -13,523 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,134 shares; 2024Q4: 28,239 shares; 2025Q1: 52,634 shares; 2025Q2: 52,789 shares; 2025Q3: 45,347 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares; 2026Q2: 1,808 shares 1,808 $1.05M 0.19% +150 Timeline IREN IREN LIMITED More: the full row for IREN 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: 17,000 shares; 2025Q4: not reported; 2026Q1: 40,990 shares; 2026Q2: 22,960 shares 22,960 $1.05M 0.19% -18,030 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: 19,004 shares; 2024Q4: 19,063 shares; 2025Q1: 18,802 shares; 2025Q2: 18,802 shares; 2025Q3: 18,802 shares; 2025Q4: 18,802 shares; 2026Q1: 18,802 shares; 2026Q2: 9,520 shares 9,520 $1.04M 0.19% -9,282 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: 10,351 shares; 2024Q4: 9,856 shares; 2025Q1: 8,026 shares; 2025Q2: 8,551 shares; 2025Q3: 4,303 shares; 2025Q4: 2,578 shares; 2026Q1: 3,248 shares; 2026Q2: 3,948 shares 3,948 $941K 0.17% +700 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: 946 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,204 shares; 2025Q3: 1,116 shares; 2025Q4: 1,233 shares; 2026Q1: 1,257 shares; 2026Q2: 1,569 shares 1,569 $785K 0.15% +312 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,278 shares; 2024Q4: 9,278 shares; 2025Q1: 7,050 shares; 2025Q2: 6,076 shares; 2025Q3: 4,846 shares; 2025Q4: 4,846 shares; 2026Q1: 4,846 shares; 2026Q2: 4,846 shares 4,846 $700K 0.13% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 3,318 shares; 2025Q1: 3,173 shares; 2025Q2: 3,173 shares; 2025Q3: 2,882 shares; 2025Q4: 2,482 shares; 2026Q1: 2,267 shares; 2026Q2: 2,267 shares 2,267 $656K 0.12% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,360 shares; 2024Q4: 32,360 shares; 2025Q1: 35,514 shares; 2025Q2: 35,514 shares; 2025Q3: 33,782 shares; 2025Q4: 33,227 shares; 2026Q1: 32,206 shares; 2026Q2: 29,169 shares 29,169 $598K 0.11% -3,037 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,588 shares; 2024Q4: 82,883 shares; 2025Q1: 82,883 shares; 2025Q2: 82,003 shares; 2025Q3: 98,553 shares; 2025Q4: 71,282 shares; 2026Q1: 62,009 shares; 2026Q2: 59,873 shares 59,873 $508K 0.09% -2,136 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,546 shares; 2024Q4: 6,546 shares; 2025Q1: 6,546 shares; 2025Q2: 6,331 shares; 2025Q3: 6,331 shares; 2025Q4: 6,331 shares; 2026Q1: 6,331 shares; 2026Q2: 6,331 shares 6,331 $480K 0.09% 0 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,955 shares; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 3,955 shares; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares; 2026Q1: 3,955 shares; 2026Q2: 3,955 shares 3,955 $463K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 570 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $449K 0.08% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,722 shares; 2024Q4: 1,722 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares; 2026Q1: 1,722 shares; 2026Q2: 1,722 shares 1,722 $434K 0.08% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,113 shares; 2025Q3: 3,113 shares; 2025Q4: 3,113 shares; 2026Q1: 3,113 shares; 2026Q2: 3,113 shares 3,113 $397K 0.07% 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: 951 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 781 shares; 2026Q1: 626 shares; 2026Q2: 506 shares 506 $386K 0.07% -120 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350 shares 1,350 $373K 0.07% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,128 shares; 2026Q2: 1,028 shares 1,028 $364K 0.07% -18,100 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $360K 0.07% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 940 shares 940 $355K 0.07% +140 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: not reported; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $353K 0.07% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $333K 0.06% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,015 shares 2,015 $281K 0.05% new Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,795 shares 3,795 $280K 0.05% new 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: 288 shares; 2024Q4: 326 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $278K 0.05% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 5,060 shares; 2026Q1: 5,060 shares; 2026Q2: 5,060 shares 5,060 $258K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: not reported; 2026Q2: 350 shares 350 $250K 0.05% new 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: 6,047 shares; 2024Q4: 5,882 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,444 shares; 2025Q4: 4,954 shares; 2026Q1: 2,930 shares; 2026Q2: 2,930 shares 2,930 $243K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $242K 0.04% new Timeline CRBN 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: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $234K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $232K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $228K 0.04% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 3,603 shares; 2026Q1: 3,603 shares; 2026Q2: 3,603 shares 3,603 $223K 0.04% 0 Timeline EWT 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: not reported; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $222K 0.04% new 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: 4,095 shares; 2024Q4: 4,078 shares; 2025Q1: 3,678 shares; 2025Q2: 3,296 shares; 2025Q3: 3,496 shares; 2025Q4: 3,226 shares; 2026Q1: 3,159 shares; 2026Q2: 2,236 shares 2,236 $215K 0.04% -923 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,041 shares; 2025Q4: 13,041 shares; 2026Q1: 8,595 shares; 2026Q2: 8,595 shares 8,595 $207K 0.04% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,112 shares; 2026Q1: not reported; 2026Q2: 1,112 shares 1,112 $205K 0.04% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares; 2026Q2: 2,470 shares 2,470 $203K 0.04% 0 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: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 46,719 shares; 2026Q1: 46,719 shares; 2026Q2: 46,719 shares 46,719 $176K 0.03% 0 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 43,000 shares; 2026Q1: 43,000 shares; 2026Q2: 43,000 shares 43,000 $175K 0.03% 0 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: 44,162 shares; 2024Q4: 43,312 shares; 2025Q1: 41,587 shares; 2025Q2: 48,887 shares; 2025Q3: 58,747 shares; 2025Q4: 36,470 shares; 2026Q1: 35,850 shares; 2026Q2: 42,347 shares 42,347 $115K 0.02% +6,497 Timeline VIOT VIOMI TECHNOLOGY CO LTD More: the full row for VIOMI TECHNOLOGY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,000 shares; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares; 2026Q2: 34,000 shares 34,000 $26.6K <0.01% 0 Timeline