IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,472 shares; 2024Q4: 167,479 shares; 2025Q1: 175,381 shares; 2025Q2: 196,429 shares; 2025Q3: 203,919 shares; 2025Q4: 210,559 shares; 2026Q1: 211,569 shares; 2026Q2: 212,038 shares 212,038 $159M 10.97% +469 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: 545,676 shares; 2024Q4: 526,475 shares; 2025Q1: 511,339 shares; 2025Q2: 499,817 shares; 2025Q3: 508,238 shares; 2025Q4: 498,129 shares; 2026Q1: 499,471 shares; 2026Q2: 498,520 shares 498,520 $99.7M 6.89% -951 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: 301,771 shares; 2024Q4: 296,188 shares; 2025Q1: 307,911 shares; 2025Q2: 291,507 shares; 2025Q3: 284,087 shares; 2025Q4: 284,507 shares; 2026Q1: 285,518 shares; 2026Q2: 278,904 shares 278,904 $98.5M 6.81% -6,614 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: 276,791 shares; 2024Q4: 274,069 shares; 2025Q1: 277,333 shares; 2025Q2: 274,968 shares; 2025Q3: 272,566 shares; 2025Q4: 276,129 shares; 2026Q1: 279,552 shares; 2026Q2: 280,237 shares 280,237 $81.1M 5.6% +685 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: 158,612 shares; 2024Q4: 158,025 shares; 2025Q1: 160,705 shares; 2025Q2: 157,248 shares; 2025Q3: 156,069 shares; 2025Q4: 161,397 shares; 2026Q1: 164,135 shares; 2026Q2: 162,292 shares 162,292 $60.5M 4.18% -1,843 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: 210,203 shares; 2024Q4: 207,358 shares; 2025Q1: 210,773 shares; 2025Q2: 213,231 shares; 2025Q3: 211,752 shares; 2025Q4: 216,606 shares; 2026Q1: 220,747 shares; 2026Q2: 227,622 shares 227,622 $54.3M 3.75% +6,875 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681,154 shares; 2024Q4: 680,464 shares; 2025Q1: 678,323 shares; 2025Q2: 671,755 shares; 2025Q3: 672,041 shares; 2025Q4: 672,623 shares; 2026Q1: 671,733 shares; 2026Q2: 672,087 shares 672,087 $50.7M 3.5% +354 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: 133,618 shares; 2024Q4: 125,770 shares; 2025Q1: 130,585 shares; 2025Q2: 126,494 shares; 2025Q3: 128,184 shares; 2025Q4: 130,003 shares; 2026Q1: 129,809 shares; 2026Q2: 129,578 shares 129,578 $42.4M 2.93% -231 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: 125,353 shares; 2024Q4: 124,323 shares; 2025Q1: 123,450 shares; 2025Q2: 122,835 shares; 2025Q3: 133,394 shares; 2025Q4: 132,893 shares; 2026Q1: 134,579 shares; 2026Q2: 133,357 shares 133,357 $39.3M 2.72% -1,222 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: 50,077 shares; 2024Q4: 43,822 shares; 2025Q1: 44,845 shares; 2025Q2: 49,989 shares; 2025Q3: 51,141 shares; 2025Q4: 48,594 shares; 2026Q1: 49,136 shares; 2026Q2: 47,775 shares 47,775 $26.9M 1.86% -1,361 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: 45,066 shares; 2024Q4: 44,249 shares; 2025Q1: 43,208 shares; 2025Q2: 64,070 shares; 2025Q3: 60,255 shares; 2025Q4: 65,774 shares; 2026Q1: 63,560 shares; 2026Q2: 65,383 shares 65,383 $26M 1.79% +1,823 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: 34,619 shares; 2024Q4: 28,249 shares; 2025Q1: 33,564 shares; 2025Q2: 30,971 shares; 2025Q3: 26,599 shares; 2025Q4: 25,012 shares; 2026Q1: 25,888 shares; 2026Q2: 24,939 shares 24,939 $25.2M 1.74% -949 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: 21,403 shares; 2024Q4: 22,456 shares; 2025Q1: 21,531 shares; 2025Q2: 25,376 shares; 2025Q3: 23,222 shares; 2025Q4: 20,934 shares; 2026Q1: 21,484 shares; 2026Q2: 20,444 shares 20,444 $24.5M 1.69% -1,040 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: 97,866 shares; 2024Q4: 100,016 shares; 2025Q1: 102,924 shares; 2025Q2: 80,616 shares; 2025Q3: 96,371 shares; 2025Q4: 95,781 shares; 2026Q1: 94,611 shares; 2026Q2: 94,177 shares 94,177 $23.9M 1.65% -434 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: 22,574 shares; 2024Q4: 24,809 shares; 2025Q1: 24,602 shares; 2025Q2: 26,202 shares; 2025Q3: 22,862 shares; 2025Q4: 21,707 shares; 2026Q1: 23,186 shares; 2026Q2: 22,180 shares 22,180 $23.6M 1.63% -1,006 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: 61,497 shares; 2024Q4: 55,551 shares; 2025Q1: 59,364 shares; 2025Q2: 66,967 shares; 2025Q3: 60,886 shares; 2025Q4: 63,891 shares; 2026Q1: 67,655 shares; 2026Q2: 65,453 shares 65,453 $23.1M 1.59% -2,202 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: 144,962 shares; 2024Q4: 157,386 shares; 2025Q1: 182,268 shares; 2025Q2: 137,919 shares; 2025Q3: 165,020 shares; 2025Q4: 204,140 shares; 2026Q1: 188,572 shares; 2026Q2: 192,141 shares 192,141 $22.6M 1.56% +3,569 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: 90,401 shares; 2024Q4: 89,784 shares; 2025Q1: 93,284 shares; 2025Q2: 93,284 shares; 2025Q3: 92,784 shares; 2025Q4: 92,784 shares; 2026Q1: 92,784 shares; 2026Q2: 92,784 shares 92,784 $21.1M 1.45% 0 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: 51,031 shares; 2024Q4: 49,567 shares; 2025Q1: 50,458 shares; 2025Q2: 59,334 shares; 2025Q3: 59,257 shares; 2025Q4: 56,189 shares; 2026Q1: 54,457 shares; 2026Q2: 56,415 shares 56,415 $19.1M 1.32% +1,958 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,714 shares; 2025Q1: 22,169 shares; 2025Q2: 23,201 shares; 2025Q3: 20,825 shares; 2025Q4: 21,179 shares; 2026Q1: 20,103 shares; 2026Q2: 18,788 shares 18,788 $18.1M 1.25% -1,315 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: 46,223 shares; 2024Q4: 49,432 shares; 2025Q1: 52,609 shares; 2025Q2: 50,246 shares; 2025Q3: 59,895 shares; 2025Q4: 59,688 shares; 2026Q1: 54,184 shares; 2026Q2: 46,402 shares 46,402 $15.9M 1.1% -7,782 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: 31,070 shares; 2024Q4: 31,070 shares; 2025Q1: 31,054 shares; 2025Q2: 31,350 shares; 2025Q3: 31,327 shares; 2025Q4: 31,327 shares; 2026Q1: 31,305 shares; 2026Q2: 125,220 shares 125,220 $15.5M 1.07% +93,915 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: 39,255 shares; 2025Q1: 61,333 shares; 2025Q2: 57,998 shares; 2025Q3: 45,963 shares; 2025Q4: 36,670 shares; 2026Q1: 35,222 shares; 2026Q2: 41,122 shares 41,122 $15.5M 1.07% +5,900 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: 96,802 shares; 2024Q4: 77,851 shares; 2025Q1: 91,262 shares; 2025Q2: 91,759 shares; 2025Q3: 103,643 shares; 2025Q4: 120,665 shares; 2026Q1: 119,703 shares; 2026Q2: 112,375 shares 112,375 $15.4M 1.06% -7,328 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: 66,960 shares; 2024Q4: 62,830 shares; 2025Q1: 63,152 shares; 2025Q2: 61,575 shares; 2025Q3: 80,685 shares; 2025Q4: 72,354 shares; 2026Q1: 72,202 shares; 2026Q2: 80,241 shares 80,241 $15.2M 1.05% +8,039 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,524 shares; 2024Q4: 38,906 shares; 2025Q1: 45,628 shares; 2025Q2: 41,392 shares; 2025Q3: 37,260 shares; 2025Q4: 37,523 shares; 2026Q1: 37,862 shares; 2026Q2: 38,504 shares 38,504 $13.6M 0.94% +642 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,353 shares; 2024Q4: 168,289 shares; 2025Q1: 151,836 shares; 2025Q2: 179,893 shares; 2025Q3: 176,113 shares; 2025Q4: 178,346 shares; 2026Q1: 172,539 shares; 2026Q2: 155,183 shares 155,183 $13.6M 0.94% -17,356 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,628 shares; 2024Q4: 36,270 shares; 2025Q1: 31,528 shares; 2025Q2: 31,901 shares; 2025Q3: 36,465 shares; 2025Q4: 33,237 shares; 2026Q1: 32,125 shares; 2026Q2: 25,135 shares 25,135 $12.8M 0.88% -6,990 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: 141,743 shares; 2024Q4: 137,797 shares; 2025Q1: 172,275 shares; 2025Q2: 146,211 shares; 2025Q3: 136,305 shares; 2025Q4: 111,743 shares; 2026Q1: 111,375 shares; 2026Q2: 99,503 shares 99,503 $12.8M 0.88% -11,872 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: 10,520 shares; 2024Q4: 10,520 shares; 2025Q1: 10,490 shares; 2025Q2: 10,558 shares; 2025Q3: 10,275 shares; 2025Q4: 11,188 shares; 2026Q1: 11,023 shares; 2026Q2: 10,985 shares 10,985 $12.7M 0.88% -38 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: 91,239 shares; 2024Q4: 88,411 shares; 2025Q1: 101,999 shares; 2025Q2: 99,985 shares; 2025Q3: 82,610 shares; 2025Q4: 82,168 shares; 2026Q1: 89,457 shares; 2026Q2: 86,077 shares 86,077 $12.6M 0.87% -3,380 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,785 shares; 2024Q4: 45,873 shares; 2025Q1: 55,773 shares; 2025Q2: 43,369 shares; 2025Q3: 50,128 shares; 2025Q4: 51,285 shares; 2026Q1: 46,701 shares; 2026Q2: 40,344 shares 40,344 $11.7M 0.81% -6,357 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,357 shares; 2024Q4: 87,867 shares; 2025Q1: 144,286 shares; 2025Q2: 149,218 shares; 2025Q3: 123,462 shares; 2025Q4: 116,283 shares; 2026Q1: 112,975 shares; 2026Q2: 126,466 shares 126,466 $11M 0.76% +13,491 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: 77,384 shares; 2024Q4: 70,070 shares; 2025Q1: 85,609 shares; 2025Q2: 76,782 shares; 2025Q3: 76,498 shares; 2025Q4: 68,209 shares; 2026Q1: 63,896 shares; 2026Q2: 57,529 shares 57,529 $10.4M 0.72% -6,367 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: 3,065 shares; 2024Q4: 2,216 shares; 2025Q1: 1,473 shares; 2025Q2: 1,394 shares; 2025Q3: 1,966 shares; 2025Q4: 16,977 shares; 2026Q1: 32,731 shares; 2026Q2: 103,711 shares 103,711 $10.3M 0.71% +70,980 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,304 shares; 2024Q4: 47,599 shares; 2025Q1: 50,827 shares; 2025Q2: 61,730 shares; 2025Q3: 50,897 shares; 2025Q4: 39,310 shares; 2026Q1: 39,062 shares; 2026Q2: 38,358 shares 38,358 $9.99M 0.69% -704 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: 9,929 shares; 2024Q4: 9,929 shares; 2025Q1: 12,222 shares; 2025Q2: 12,446 shares; 2025Q3: 12,433 shares; 2025Q4: 12,492 shares; 2026Q1: 12,877 shares; 2026Q2: 12,866 shares 12,866 $9.47M 0.65% -11 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,605 shares; 2024Q4: 42,338 shares; 2025Q1: 37,790 shares; 2025Q2: 27,690 shares; 2025Q3: 44,966 shares; 2025Q4: 49,523 shares; 2026Q1: 50,765 shares; 2026Q2: 49,750 shares 49,750 $9.21M 0.64% -1,015 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: 93,567 shares; 2024Q4: 92,359 shares; 2025Q1: 61,582 shares; 2025Q2: 53,435 shares; 2025Q3: 48,626 shares; 2025Q4: 35,025 shares; 2026Q1: 34,198 shares; 2026Q2: 48,292 shares 48,292 $8.92M 0.62% +14,094 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: 61,784 shares; 2024Q4: 52,463 shares; 2025Q1: 41,125 shares; 2025Q2: 56,697 shares; 2025Q3: 42,327 shares; 2025Q4: 44,159 shares; 2026Q1: 46,839 shares; 2026Q2: 48,096 shares 48,096 $8.65M 0.6% +1,257 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,818 shares; 2024Q4: 18,937 shares; 2025Q1: 16,641 shares; 2025Q2: 16,547 shares; 2025Q3: 16,428 shares; 2025Q4: 19,708 shares; 2026Q1: 16,636 shares; 2026Q2: 16,474 shares 16,474 $8.39M 0.58% -162 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,875 shares; 2024Q4: 53,208 shares; 2025Q1: 51,982 shares; 2025Q2: 50,760 shares; 2025Q3: 51,925 shares; 2025Q4: 53,812 shares; 2026Q1: 52,668 shares; 2026Q2: 52,702 shares 52,702 $8.26M 0.57% +34 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,587 shares; 2025Q1: 39,515 shares; 2025Q2: 53,912 shares; 2025Q3: 60,833 shares; 2025Q4: 51,724 shares; 2026Q1: 51,994 shares; 2026Q2: 43,562 shares 43,562 $8.22M 0.57% -8,432 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: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 42,000 shares; 2026Q1: 42,000 shares; 2026Q2: 42,000 shares 42,000 $8M 0.55% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,000 shares; 2024Q4: 56,000 shares; 2025Q1: 56,289 shares; 2025Q2: 56,000 shares; 2025Q3: 56,000 shares; 2025Q4: 56,000 shares; 2026Q1: 56,000 shares; 2026Q2: 56,000 shares 56,000 $7.7M 0.53% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,086 shares; 2026Q1: 52,178 shares; 2026Q2: 61,878 shares 61,878 $7.62M 0.53% +9,700 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: 49,576 shares; 2024Q4: 48,128 shares; 2025Q1: 64,614 shares; 2025Q2: 69,983 shares; 2025Q3: 68,450 shares; 2025Q4: 71,754 shares; 2026Q1: 72,533 shares; 2026Q2: 63,897 shares 63,897 $7.52M 0.52% -8,636 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS 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: 99,371 shares; 2026Q2: 93,850 shares 93,850 $7.02M 0.48% -5,521 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,313 shares; 2024Q4: 83,601 shares; 2025Q1: 90,011 shares; 2025Q2: 82,381 shares; 2025Q3: 59,095 shares; 2025Q4: 54,088 shares; 2026Q1: 67,404 shares; 2026Q2: 90,559 shares 90,559 $6.85M 0.47% +23,155 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: 8,754 shares; 2024Q4: 7,523 shares; 2025Q1: 7,577 shares; 2025Q2: 7,131 shares; 2025Q3: 5,338 shares; 2025Q4: 5,808 shares; 2026Q1: 6,740 shares; 2026Q2: 7,079 shares 7,079 $6.62M 0.46% +339 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: 23,501 shares; 2024Q4: 24,349 shares; 2025Q1: 23,456 shares; 2025Q2: 32,738 shares; 2025Q3: 63,585 shares; 2025Q4: 82,142 shares; 2026Q1: 87,728 shares; 2026Q2: 63,274 shares 63,274 $6.47M 0.45% -24,454 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: 29,836 shares; 2024Q4: 45,846 shares; 2025Q1: 88,173 shares; 2025Q2: 92,862 shares; 2025Q3: 70,069 shares; 2025Q4: 62,843 shares; 2026Q1: 58,806 shares; 2026Q2: 52,481 shares 52,481 $6.45M 0.45% -6,325 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: 7,544 shares; 2024Q4: 6,609 shares; 2025Q1: 21,963 shares; 2025Q2: 26,929 shares; 2025Q3: 42,544 shares; 2025Q4: 36,007 shares; 2026Q1: 45,519 shares; 2026Q2: 43,601 shares 43,601 $6.39M 0.44% -1,918 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,930 shares; 2024Q4: 74,645 shares; 2025Q1: 57,075 shares; 2025Q2: 117,557 shares; 2025Q3: 136,981 shares; 2025Q4: 123,007 shares; 2026Q1: 115,096 shares; 2026Q2: 131,518 shares 131,518 $6.11M 0.42% +16,422 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: 54,415 shares; 2024Q4: 57,612 shares; 2025Q1: 44,794 shares; 2025Q2: 42,161 shares; 2025Q3: 67,710 shares; 2025Q4: 57,403 shares; 2026Q1: 56,091 shares; 2026Q2: 43,887 shares 43,887 $5.94M 0.41% -12,204 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: 11,080 shares; 2024Q4: 11,082 shares; 2025Q1: 11,080 shares; 2025Q2: 11,080 shares; 2025Q3: 11,080 shares; 2025Q4: 11,080 shares; 2026Q1: 11,080 shares; 2026Q2: 11,080 shares 11,080 $5.79M 0.4% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,997 shares; 2024Q4: 34,364 shares; 2025Q1: 34,997 shares; 2025Q2: 34,374 shares; 2025Q3: 34,218 shares; 2025Q4: 34,218 shares; 2026Q1: 35,774 shares; 2026Q2: 34,537 shares 34,537 $5.72M 0.4% -1,237 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,920 shares; 2025Q3: 153,519 shares; 2025Q4: 149,017 shares; 2026Q1: 168,943 shares; 2026Q2: 177,412 shares 177,412 $5.62M 0.39% +8,469 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,729 shares; 2024Q4: 20,979 shares; 2025Q1: 18,991 shares; 2025Q2: 42,936 shares; 2025Q3: 32,192 shares; 2025Q4: 29,116 shares; 2026Q1: 38,969 shares; 2026Q2: 28,838 shares 28,838 $5.61M 0.39% -10,131 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,324 shares; 2024Q4: 60,189 shares; 2025Q1: 55,328 shares; 2025Q2: 52,945 shares; 2025Q3: 50,976 shares; 2025Q4: 50,393 shares; 2026Q1: 50,851 shares; 2026Q2: 50,749 shares 50,749 $5.43M 0.37% -102 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,137 shares; 2024Q4: 151,137 shares; 2025Q1: 151,137 shares; 2025Q2: 151,137 shares; 2025Q3: 151,137 shares; 2025Q4: 154,280 shares; 2026Q1: 155,638 shares; 2026Q2: 155,586 shares 155,586 $4.97M 0.34% -52 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,173 shares; 2024Q4: 18,447 shares; 2025Q1: 10,546 shares; 2025Q2: 31,297 shares; 2025Q3: 18,932 shares; 2025Q4: 18,325 shares; 2026Q1: 17,674 shares; 2026Q2: 20,122 shares 20,122 $4.78M 0.33% +2,448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 486 shares; 2025Q4: 8,933 shares; 2026Q1: 48,024 shares; 2026Q2: 66,575 shares 66,575 $4.75M 0.33% +18,551 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,510 shares; 2024Q4: 127,340 shares; 2025Q1: 120,180 shares; 2025Q2: 117,976 shares; 2025Q3: 116,001 shares; 2025Q4: 116,026 shares; 2026Q1: 113,248 shares; 2026Q2: 112,946 shares 112,946 $4.32M 0.3% -302 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,434 shares; 2025Q2: 54,319 shares; 2025Q3: 49,287 shares; 2025Q4: 44,208 shares; 2026Q1: 49,721 shares; 2026Q2: 47,190 shares 47,190 $4.28M 0.3% -2,531 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: 14,679 shares; 2024Q4: 14,595 shares; 2025Q1: 14,359 shares; 2025Q2: 10,440 shares; 2025Q3: 10,440 shares; 2025Q4: 10,263 shares; 2026Q1: 10,263 shares; 2026Q2: 10,244 shares 10,244 $3.77M 0.26% -19 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.26% 0 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: 15,658 shares; 2024Q4: 15,658 shares; 2025Q1: 15,658 shares; 2025Q2: 15,718 shares; 2025Q3: 15,718 shares; 2025Q4: 15,815 shares; 2026Q1: 15,768 shares; 2026Q2: 14,268 shares 14,268 $3.54M 0.24% -1,500 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD 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: 65,645 shares 65,645 $3.5M 0.24% new 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: 4,896 shares; 2024Q4: 7,441 shares; 2025Q1: 4,514 shares; 2025Q2: 7,166 shares; 2025Q3: 9,516 shares; 2025Q4: 6,586 shares; 2026Q1: 6,519 shares; 2026Q2: 7,913 shares 7,913 $3.33M 0.23% +1,394 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,949 shares; 2024Q4: 25,949 shares; 2025Q1: 25,946 shares; 2025Q2: 20,911 shares; 2025Q3: 20,836 shares; 2025Q4: 20,970 shares; 2026Q1: 20,998 shares; 2026Q2: 21,008 shares 21,008 $3.28M 0.23% +10 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,989 shares; 2024Q4: 20,989 shares; 2025Q1: 20,989 shares; 2025Q2: 20,989 shares; 2025Q3: 20,989 shares; 2025Q4: 20,989 shares; 2026Q1: 20,989 shares; 2026Q2: 20,615 shares 20,615 $3.14M 0.22% -374 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,609 shares; 2024Q4: 30,880 shares; 2025Q1: 31,044 shares; 2025Q2: 26,832 shares; 2025Q3: 20,206 shares; 2025Q4: 5,822 shares; 2026Q1: 19,764 shares; 2026Q2: 22,214 shares 22,214 $3.09M 0.21% +2,450 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: 23,724 shares; 2024Q4: 23,562 shares; 2025Q1: 23,562 shares; 2025Q2: 20,563 shares; 2025Q3: 20,541 shares; 2025Q4: 20,450 shares; 2026Q1: 20,450 shares; 2026Q2: 20,450 shares 20,450 $3.03M 0.21% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 13,348 shares 13,348 $2.83M 0.2% new 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: 15,697 shares; 2024Q4: 20,891 shares; 2025Q1: 30,119 shares; 2025Q2: 32,206 shares; 2025Q3: 22,689 shares; 2025Q4: 24,849 shares; 2026Q1: 27,051 shares; 2026Q2: 24,315 shares 24,315 $2.75M 0.19% -2,736 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,220 shares; 2024Q4: 19,506 shares; 2025Q1: 10,450 shares; 2025Q2: 7,335 shares; 2025Q3: 7,038 shares; 2025Q4: 13,243 shares; 2026Q1: 11,379 shares; 2026Q2: 6,813 shares 6,813 $2.66M 0.18% -4,566 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: 22,338 shares; 2024Q4: 51,473 shares; 2025Q1: 60,055 shares; 2025Q2: 65,569 shares; 2025Q3: 71,596 shares; 2025Q4: 76,982 shares; 2026Q1: 71,812 shares; 2026Q2: 27,594 shares 27,594 $2.5M 0.17% -44,218 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: not reported; 2026Q2: 1,235 shares 1,235 $2.46M 0.17% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,499 shares; 2025Q1: 9,993 shares; 2025Q2: 13,325 shares; 2025Q3: 11,727 shares; 2025Q4: 9,745 shares; 2026Q1: 9,103 shares; 2026Q2: 8,927 shares 8,927 $2.42M 0.17% -176 Timeline NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,089 shares; 2024Q4: 47,670 shares; 2025Q1: 32,162 shares; 2025Q2: 37,453 shares; 2025Q3: 43,691 shares; 2025Q4: 37,217 shares; 2026Q1: 76,610 shares; 2026Q2: 82,707 shares 82,707 $2.31M 0.16% +6,097 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: 4,624 shares; 2024Q4: 4,624 shares; 2025Q1: 4,624 shares; 2025Q2: 4,624 shares; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares; 2026Q1: 4,634 shares; 2026Q2: 4,634 shares 4,634 $2.21M 0.15% 0 Timeline VNQ 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: 46,995 shares; 2024Q4: 36,812 shares; 2025Q1: 22,320 shares; 2025Q2: 4,877 shares; 2025Q3: 4,389 shares; 2025Q4: 3,940 shares; 2026Q1: 4,781 shares; 2026Q2: 21,665 shares 21,665 $2.09M 0.14% +16,884 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,279 shares; 2024Q4: 21,779 shares; 2025Q1: 21,779 shares; 2025Q2: 21,779 shares; 2025Q3: 21,779 shares; 2025Q4: 21,779 shares; 2026Q1: 21,779 shares; 2026Q2: 21,779 shares 21,779 $2.08M 0.14% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 13,676 shares; 2025Q4: 13,676 shares; 2026Q1: 12,836 shares; 2026Q2: 12,836 shares 12,836 $2.07M 0.14% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,248 shares; 2024Q4: 7,436 shares; 2025Q1: 7,100 shares; 2025Q2: 5,009 shares; 2025Q3: 8,934 shares; 2025Q4: 12,840 shares; 2026Q1: 16,817 shares; 2026Q2: 9,357 shares 9,357 $1.92M 0.13% -7,460 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: 42,848 shares; 2024Q4: 36,161 shares; 2025Q1: 24,493 shares; 2025Q2: 14,113 shares; 2025Q3: 7,343 shares; 2025Q4: 5,542 shares; 2026Q1: 4,554 shares; 2026Q2: 4,500 shares 4,500 $1.87M 0.13% -54 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 11,500 shares; 2025Q4: 14,095 shares; 2026Q1: 14,941 shares; 2026Q2: 15,134 shares 15,134 $1.74M 0.12% +193 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,180 shares; 2024Q4: 47,180 shares; 2025Q1: 47,180 shares; 2025Q2: 42,180 shares; 2025Q3: 37,180 shares; 2025Q4: 37,130 shares; 2026Q1: 36,855 shares; 2026Q2: 36,855 shares 36,855 $1.72M 0.12% 0 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: 16,957 shares; 2024Q4: 16,957 shares; 2025Q1: 16,957 shares; 2025Q2: 16,850 shares; 2025Q3: 16,850 shares; 2025Q4: 16,850 shares; 2026Q1: 16,850 shares; 2026Q2: 16,850 shares 16,850 $1.58M 0.11% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,622 shares; 2024Q4: 17,602 shares; 2025Q1: 17,602 shares; 2025Q2: 17,602 shares; 2025Q3: 17,194 shares; 2025Q4: 17,194 shares; 2026Q1: 17,194 shares; 2026Q2: 17,194 shares 17,194 $1.49M 0.1% 0 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: 1,181 shares; 2024Q4: 1,946 shares; 2025Q1: 1,997 shares; 2025Q2: 2,189 shares; 2025Q3: 1,971 shares; 2025Q4: 2,047 shares; 2026Q1: 1,762 shares; 2026Q2: 1,743 shares 1,743 $1.3M 0.09% -19 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,231 shares; 2024Q4: 10,231 shares; 2025Q1: 10,231 shares; 2025Q2: 10,231 shares; 2025Q3: 10,231 shares; 2025Q4: 10,231 shares; 2026Q1: 10,231 shares; 2026Q2: 10,231 shares 10,231 $1.13M 0.08% 0 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: 11,565 shares; 2024Q4: 34,695 shares; 2025Q1: 36,095 shares; 2025Q2: 36,495 shares; 2025Q3: 36,226 shares; 2025Q4: 35,701 shares; 2026Q1: 35,676 shares; 2026Q2: 35,238 shares 35,238 $1.12M 0.08% -438 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: 53,595 shares; 2024Q4: 53,595 shares; 2025Q1: 53,595 shares; 2025Q2: 53,595 shares; 2025Q3: 53,720 shares; 2025Q4: 53,723 shares; 2026Q1: 53,728 shares; 2026Q2: 50,228 shares 50,228 $1.04M 0.07% -3,500 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,923 shares; 2024Q4: 6,923 shares; 2025Q1: 6,923 shares; 2025Q2: 6,923 shares; 2025Q3: 6,923 shares; 2025Q4: 6,923 shares; 2026Q1: 6,923 shares; 2026Q2: 6,923 shares 6,923 $1.02M 0.07% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,822 shares; 2024Q4: 11,822 shares; 2025Q1: 11,822 shares; 2025Q2: 11,822 shares; 2025Q3: 11,155 shares; 2025Q4: 22,310 shares; 2026Q1: 22,360 shares; 2026Q2: 22,360 shares 22,360 $1.01M 0.07% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,813 shares; 2024Q4: 10,728 shares; 2025Q1: 8,753 shares; 2025Q2: 7,687 shares; 2025Q3: 12,933 shares; 2025Q4: 16,764 shares; 2026Q1: 15,062 shares; 2026Q2: 3,422 shares 3,422 $1.01M 0.07% -11,640 Timeline VIS 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: 2,799 shares; 2024Q4: 2,799 shares; 2025Q1: 2,799 shares; 2025Q2: 2,799 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares; 2026Q1: 2,799 shares; 2026Q2: 2,799 shares 2,799 $1.01M 0.07% 0 Timeline SAIA SAIA INC More: the full row for SAIA 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: 2,366 shares 2,366 $996K 0.07% new 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,804 shares; 2026Q2: 10,800 shares 10,800 $930K 0.06% +8,996 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,399 shares; 2024Q4: 17,399 shares; 2025Q1: 17,399 shares; 2025Q2: 17,404 shares; 2025Q3: 17,404 shares; 2025Q4: 17,404 shares; 2026Q1: 17,404 shares; 2026Q2: 17,404 shares 17,404 $903K 0.06% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,864 shares; 2024Q4: 3,656 shares; 2025Q1: 1,615 shares; 2025Q2: 3,384 shares; 2025Q3: 4,259 shares; 2025Q4: 8,766 shares; 2026Q1: 1,794 shares; 2026Q2: 5,189 shares 5,189 $870K 0.06% +3,395 Timeline VAW 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: 18,168 shares; 2024Q4: 17,998 shares; 2025Q1: 12,803 shares; 2025Q2: 5,633 shares; 2025Q3: 1,519 shares; 2025Q4: 1,414 shares; 2026Q1: 1,332 shares; 2026Q2: 3,803 shares 3,803 $870K 0.06% +2,471 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: 26,065 shares; 2024Q4: 26,045 shares; 2025Q1: 26,045 shares; 2025Q2: 22,045 shares; 2025Q3: 12,045 shares; 2025Q4: 12,045 shares; 2026Q1: 12,045 shares; 2026Q2: 12,045 shares 12,045 $867K 0.06% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,255 shares; 2024Q4: 6,555 shares; 2025Q1: 6,555 shares; 2025Q2: 6,555 shares; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares; 2026Q1: 5,805 shares; 2026Q2: 5,315 shares 5,315 $843K 0.06% -490 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: 12,250 shares; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 12,050 shares; 2026Q1: 12,050 shares; 2026Q2: 12,079 shares 12,079 $826K 0.06% +29 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: 13,179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,365 shares; 2026Q1: 10,795 shares; 2026Q2: 5,384 shares 5,384 $752K 0.05% -5,411 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 19,659 shares; 2026Q1: 19,650 shares; 2026Q2: 12,398 shares 12,398 $745K 0.05% -7,252 Timeline VXF 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: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 2,917 shares; 2026Q1: 2,917 shares; 2026Q2: 2,917 shares 2,917 $718K 0.05% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 2,680 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares; 2026Q2: 2,510 shares 2,510 $705K 0.05% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,094 shares; 2024Q4: 11,509 shares; 2025Q1: 11,269 shares; 2025Q2: 4,519 shares; 2025Q3: 4,136 shares; 2025Q4: 4,136 shares; 2026Q1: 4,136 shares; 2026Q2: 6,646 shares 6,646 $688K 0.05% +2,510 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,200 shares; 2024Q4: 26,200 shares; 2025Q1: 26,200 shares; 2025Q2: 18,200 shares; 2025Q3: 16,600 shares; 2025Q4: 16,600 shares; 2026Q1: 16,600 shares; 2026Q2: 17,950 shares 17,950 $660K 0.05% +1,350 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,450 shares; 2024Q4: 29,450 shares; 2025Q1: 29,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 9,450 shares; 2026Q1: 9,450 shares; 2026Q2: 9,450 shares 9,450 $658K 0.05% 0 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: 2,927 shares; 2024Q4: 2,917 shares; 2025Q1: 3,227 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares; 2025Q4: 2,824 shares; 2026Q1: 3,457 shares; 2026Q2: 2,980 shares 2,980 $645K 0.04% -477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,112 shares; 2026Q1: 2,244 shares; 2026Q2: 2,347 shares 2,347 $634K 0.04% +103 Timeline XLP 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: 9,010 shares; 2024Q4: 9,044 shares; 2025Q1: 9,044 shares; 2025Q2: 9,010 shares; 2025Q3: 8,385 shares; 2025Q4: 7,580 shares; 2026Q1: 7,580 shares; 2026Q2: 7,580 shares 7,580 $630K 0.04% 0 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: 15,974 shares; 2024Q4: 11,341 shares; 2025Q1: 11,341 shares; 2025Q2: 6,321 shares; 2025Q3: 5,841 shares; 2025Q4: 11,681 shares; 2026Q1: 11,678 shares; 2026Q2: 11,744 shares 11,744 $624K 0.04% +66 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,022 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,023 shares; 2026Q2: 2,112 shares 2,112 $611K 0.04% +1,089 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: 35,880 shares; 2024Q4: 38,992 shares; 2025Q1: 46,698 shares; 2025Q2: 21,203 shares; 2025Q3: 3,946 shares; 2025Q4: 3,567 shares; 2026Q1: 5,703 shares; 2026Q2: 6,211 shares 6,211 $598K 0.04% +508 Timeline VGK 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: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $567K 0.04% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 6,754 shares; 2025Q1: 13,413 shares; 2025Q2: 8,244 shares; 2025Q3: 8,602 shares; 2025Q4: 1,610 shares; 2026Q1: 1,297 shares; 2026Q2: 1,032 shares 1,032 $556K 0.04% -265 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,227 shares; 2025Q3: 16,427 shares; 2025Q4: 16,227 shares; 2026Q1: 16,227 shares; 2026Q2: 16,227 shares 16,227 $551K 0.04% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $548K 0.04% 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: 2,961 shares; 2024Q4: 2,981 shares; 2025Q1: 2,912 shares; 2025Q2: 2,937 shares; 2025Q3: 2,937 shares; 2025Q4: 2,926 shares; 2026Q1: 1,833 shares; 2026Q2: 1,822 shares 1,822 $547K 0.04% -11 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,568 shares; 2026Q1: 1,568 shares; 2026Q2: 1,568 shares 1,568 $531K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,503 shares; 2025Q3: 11,432 shares; 2025Q4: 30,081 shares; 2026Q1: 11,923 shares; 2026Q2: 9,143 shares 9,143 $508K 0.04% -2,780 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: 8,825 shares; 2024Q4: 8,825 shares; 2025Q1: 8,825 shares; 2025Q2: 8,825 shares; 2025Q3: 8,825 shares; 2025Q4: 8,825 shares; 2026Q1: 8,825 shares; 2026Q2: 8,825 shares 8,825 $499K 0.03% 0 Timeline VBK 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $494K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,486 shares; 2025Q4: 2,695 shares; 2026Q1: 1,955 shares; 2026Q2: 1,404 shares 1,404 $470K 0.03% -551 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 14,171 shares; 2026Q2: 14,159 shares 14,159 $428K 0.03% -12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: 990 shares; 2025Q1: 2,691 shares; 2025Q2: 837 shares; 2025Q3: 4,385 shares; 2025Q4: 758 shares; 2026Q1: 914 shares; 2026Q2: 643 shares 643 $408K 0.03% -271 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: 3,433 shares; 2024Q4: 9,909 shares; 2025Q1: 12,725 shares; 2025Q2: 12,179 shares; 2025Q3: 11,091 shares; 2025Q4: 12,104 shares; 2026Q1: 12,031 shares; 2026Q2: 13,033 shares 13,033 $384K 0.03% +1,002 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: 3,859 shares; 2024Q4: 3,859 shares; 2025Q1: 3,859 shares; 2025Q2: 3,859 shares; 2025Q3: 3,859 shares; 2025Q4: 3,859 shares; 2026Q1: 3,859 shares; 2026Q2: 3,859 shares 3,859 $369K 0.03% 0 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: 5,510 shares; 2024Q4: 5,510 shares; 2025Q1: 5,492 shares; 2025Q2: 5,446 shares; 2025Q3: 4,431 shares; 2025Q4: 4,431 shares; 2026Q1: 4,431 shares; 2026Q2: 4,431 shares 4,431 $366K 0.03% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,406 shares; 2026Q2: 4,420 shares 4,420 $364K 0.03% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 941 shares; 2026Q1: not reported; 2026Q2: 1,852 shares 1,852 $360K 0.02% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $357K 0.02% 0 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: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $351K 0.02% 0 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: 5,127 shares; 2024Q4: 5,082 shares; 2025Q1: 5,056 shares; 2025Q2: 1,170 shares; 2025Q3: 1,137 shares; 2025Q4: 1,114 shares; 2026Q1: 1,017 shares; 2026Q2: 959 shares 959 $347K 0.02% -58 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: not reported; 2026Q1: 1,018 shares; 2026Q2: 1,241 shares 1,241 $338K 0.02% +223 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: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 839 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 645 shares 645 $323K 0.02% +9 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 869 shares; 2025Q4: 1,387 shares; 2026Q1: 1,518 shares; 2026Q2: 1,344 shares 1,344 $321K 0.02% -174 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: not reported; 2025Q2: 4,811 shares; 2025Q3: 5,171 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,521 shares 9,521 $317K 0.02% new 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: not reported; 2024Q4: 1,175 shares; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 918 shares; 2025Q4: 813 shares; 2026Q1: 744 shares; 2026Q2: 845 shares 845 $302K 0.02% +101 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $292K 0.02% 0 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: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250 $281K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,848 shares; 2025Q2: 6,341 shares; 2025Q3: 5,477 shares; 2025Q4: 2,471 shares; 2026Q1: 2,476 shares; 2026Q2: 2,476 shares 2,476 $266K 0.02% 0 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: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $251K 0.02% 0 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: 13,780 shares; 2024Q4: 13,780 shares; 2025Q1: 13,780 shares; 2025Q2: 10,805 shares; 2025Q3: 10,805 shares; 2025Q4: 10,805 shares; 2026Q1: 3,150 shares; 2026Q2: 3,150 shares 3,150 $243K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 709 shares; 2026Q2: 2,826 shares 2,826 $228K 0.02% +2,117 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $217K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,925 shares; 2024Q4: 4,275 shares; 2025Q1: 3,675 shares; 2025Q2: 3,375 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares; 2026Q1: 1,478 shares; 2026Q2: 532 shares 532 $206K 0.01% -946 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $205K 0.01% 0 Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE 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: 12,700 shares; 2025Q3: 12,700 shares; 2025Q4: 12,700 shares; 2026Q1: 12,700 shares; 2026Q2: 12,700 shares 12,700 $34.3K <0.01% 0 Timeline