NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007,881 shares; 2024Q4: 1,008,041 shares; 2025Q1: 1,029,559 shares; 2025Q2: 1,617,833 shares; 2025Q3: 1,599,289 shares; 2025Q4: 1,600,451 shares; 2026Q1: 1,630,355 shares; 2026Q2: 1,606,013 shares 1,606,013 $321M 35.25% -24,342 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: 465,534 shares; 2024Q4: 470,097 shares; 2025Q1: 487,916 shares; 2025Q2: 621,136 shares; 2025Q3: 633,099 shares; 2025Q4: 643,177 shares; 2026Q1: 685,976 shares; 2026Q2: 694,445 shares 694,445 $49.5M 5.43% +8,469 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,264 shares; 2024Q4: 458,883 shares; 2025Q1: 511,597 shares; 2025Q2: 527,436 shares; 2025Q3: 574,360 shares; 2025Q4: 660,602 shares; 2026Q1: 724,911 shares; 2026Q2: 776,458 shares 776,458 $40.7M 4.46% +51,547 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: 57,843 shares; 2024Q4: 59,792 shares; 2025Q1: 64,462 shares; 2025Q2: 65,072 shares; 2025Q3: 68,517 shares; 2025Q4: 163,088 shares; 2026Q1: 197,517 shares; 2026Q2: 200,639 shares 200,639 $38.2M 4.19% +3,122 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: 86,622 shares; 2024Q4: 84,097 shares; 2025Q1: 83,387 shares; 2025Q2: 84,176 shares; 2025Q3: 82,150 shares; 2025Q4: 79,214 shares; 2026Q1: 77,702 shares; 2026Q2: 76,367 shares 76,367 $27M 2.96% -1,335 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: 98,209 shares; 2024Q4: 99,935 shares; 2025Q1: 99,531 shares; 2025Q2: 98,905 shares; 2025Q3: 96,607 shares; 2025Q4: 95,940 shares; 2026Q1: 94,170 shares; 2026Q2: 93,035 shares 93,035 $26.9M 2.95% -1,135 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: 74,712 shares; 2024Q4: 72,611 shares; 2025Q1: 71,452 shares; 2025Q2: 71,665 shares; 2025Q3: 70,084 shares; 2025Q4: 68,627 shares; 2026Q1: 69,641 shares; 2026Q2: 69,664 shares 69,664 $26M 2.85% +23 Timeline SPTS 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: 795,460 shares; 2024Q4: 781,395 shares; 2025Q1: 808,053 shares; 2025Q2: 803,640 shares; 2025Q3: 833,569 shares; 2025Q4: 865,293 shares; 2026Q1: 880,170 shares; 2026Q2: 864,508 shares 864,508 $25.1M 2.75% -15,662 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: 127,264 shares; 2024Q4: 126,740 shares; 2025Q1: 130,547 shares; 2025Q2: 131,700 shares; 2025Q3: 131,222 shares; 2025Q4: 129,065 shares; 2026Q1: 125,582 shares; 2026Q2: 124,403 shares 124,403 $23M 2.53% -1,179 Timeline VB 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: 84,531 shares; 2024Q4: 81,604 shares; 2025Q1: 83,557 shares; 2025Q2: 63,293 shares; 2025Q3: 63,215 shares; 2025Q4: 62,859 shares; 2026Q1: 62,686 shares; 2026Q2: 61,952 shares 61,952 $18.8M 2.06% -734 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: 126,729 shares; 2024Q4: 127,239 shares; 2025Q1: 129,893 shares; 2025Q2: 131,876 shares; 2025Q3: 133,680 shares; 2025Q4: 135,543 shares; 2026Q1: 134,407 shares; 2026Q2: 134,419 shares 134,419 $15.8M 1.73% +12 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: 62,533 shares; 2024Q4: 60,890 shares; 2025Q1: 61,574 shares; 2025Q2: 62,224 shares; 2025Q3: 61,372 shares; 2025Q4: 59,783 shares; 2026Q1: 58,721 shares; 2026Q2: 59,183 shares 59,183 $14.1M 1.55% +462 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: 43,966 shares; 2024Q4: 41,985 shares; 2025Q1: 41,838 shares; 2025Q2: 41,748 shares; 2025Q3: 43,991 shares; 2025Q4: 43,520 shares; 2026Q1: 42,574 shares; 2026Q2: 41,528 shares 41,528 $13.6M 1.49% -1,046 Timeline VWO 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: 152,292 shares; 2024Q4: 148,283 shares; 2025Q1: 150,520 shares; 2025Q2: 151,559 shares; 2025Q3: 156,370 shares; 2025Q4: 157,399 shares; 2026Q1: 197,132 shares; 2026Q2: 210,736 shares 210,736 $12.6M 1.38% +13,604 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,072 shares; 2024Q4: 201,364 shares; 2025Q1: 208,736 shares; 2025Q2: 135,561 shares; 2025Q3: 133,594 shares; 2025Q4: 129,229 shares; 2026Q1: 125,607 shares; 2026Q2: 122,916 shares 122,916 $12.6M 1.38% -2,691 Timeline VPU 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: 57,126 shares; 2024Q4: 56,983 shares; 2025Q1: 58,326 shares; 2025Q2: 59,136 shares; 2025Q3: 60,518 shares; 2025Q4: 61,406 shares; 2026Q1: 61,505 shares; 2026Q2: 61,096 shares 61,096 $12M 1.31% -409 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: 14,588 shares; 2024Q4: 15,607 shares; 2025Q1: 15,534 shares; 2025Q2: 15,950 shares; 2025Q3: 15,576 shares; 2025Q4: 15,048 shares; 2026Q1: 14,760 shares; 2026Q2: 14,592 shares 14,592 $10.9M 1.2% -168 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: 12,597 shares; 2024Q4: 12,710 shares; 2025Q1: 12,614 shares; 2025Q2: 13,560 shares; 2025Q3: 13,759 shares; 2025Q4: 13,674 shares; 2026Q1: 12,959 shares; 2026Q2: 13,877 shares 13,877 $10.4M 1.14% +918 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: 30,331 shares; 2024Q4: 29,753 shares; 2025Q1: 30,136 shares; 2025Q2: 30,465 shares; 2025Q3: 30,807 shares; 2025Q4: 30,522 shares; 2026Q1: 30,218 shares; 2026Q2: 30,226 shares 30,226 $10.4M 1.14% +8 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,076 shares; 2025Q3: 150,340 shares; 2025Q4: 159,893 shares; 2026Q1: 181,608 shares; 2026Q2: 186,368 shares 186,368 $9.86M 1.08% +4,760 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: 10,411 shares; 2024Q4: 9,887 shares; 2025Q1: 9,919 shares; 2025Q2: 9,951 shares; 2025Q3: 10,127 shares; 2025Q4: 9,784 shares; 2026Q1: 9,616 shares; 2026Q2: 9,464 shares 9,464 $8.85M 0.97% -152 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,293 shares; 2024Q4: 58,902 shares; 2025Q1: 56,896 shares; 2025Q2: 57,346 shares; 2025Q3: 57,278 shares; 2025Q4: 56,519 shares; 2026Q1: 55,552 shares; 2026Q2: 55,494 shares 55,494 $8.61M 0.94% -58 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: 326 shares; 2024Q4: 3,622 shares; 2025Q1: 3,666 shares; 2025Q2: 3,713 shares; 2025Q3: 4,697 shares; 2025Q4: 4,650 shares; 2026Q1: 4,431 shares; 2026Q2: 6,027 shares 6,027 $7.23M 0.79% +1,596 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: 45,313 shares; 2024Q4: 44,768 shares; 2025Q1: 45,351 shares; 2025Q2: 45,908 shares; 2025Q3: 46,068 shares; 2025Q4: 45,909 shares; 2026Q1: 46,117 shares; 2026Q2: 46,481 shares 46,481 $7.04M 0.77% +364 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: 51,231 shares; 2024Q4: 49,287 shares; 2025Q1: 49,136 shares; 2025Q2: 49,459 shares; 2025Q3: 48,673 shares; 2025Q4: 47,809 shares; 2026Q1: 47,480 shares; 2026Q2: 46,778 shares 46,778 $6.86M 0.75% -702 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: 25,682 shares; 2024Q4: 24,386 shares; 2025Q1: 24,046 shares; 2025Q2: 23,927 shares; 2025Q3: 23,413 shares; 2025Q4: 22,992 shares; 2026Q1: 22,850 shares; 2026Q2: 23,345 shares 23,345 $5.87M 0.64% +495 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: 61,776 shares; 2024Q4: 66,712 shares; 2025Q1: 77,840 shares; 2025Q2: 80,467 shares; 2025Q3: 82,616 shares; 2025Q4: 92,981 shares; 2026Q1: 102,826 shares; 2026Q2: 107,249 shares 107,249 $5.75M 0.63% +4,423 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,646 shares; 2024Q4: 82,316 shares; 2025Q1: 88,000 shares; 2025Q2: 89,866 shares; 2025Q3: 92,827 shares; 2025Q4: 94,266 shares; 2026Q1: 93,899 shares; 2026Q2: 93,976 shares 93,976 $5.71M 0.63% +77 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: 12,065 shares; 2024Q4: 11,777 shares; 2025Q1: 11,796 shares; 2025Q2: 15,863 shares; 2025Q3: 16,320 shares; 2025Q4: 16,029 shares; 2026Q1: 15,809 shares; 2026Q2: 15,466 shares 15,466 $4.87M 0.53% -343 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: 48,892 shares; 2024Q4: 48,395 shares; 2025Q1: 47,645 shares; 2025Q2: 48,794 shares; 2025Q3: 48,991 shares; 2025Q4: 48,844 shares; 2026Q1: 24,323 shares; 2026Q2: 24,017 shares 24,017 $4.44M 0.49% -306 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,174 shares; 2024Q4: 12,838 shares; 2025Q1: 8,747 shares; 2025Q2: 8,827 shares; 2025Q3: 8,883 shares; 2025Q4: 8,849 shares; 2026Q1: 8,574 shares; 2026Q2: 8,384 shares 8,384 $4.35M 0.48% -190 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: 21,926 shares; 2024Q4: 22,158 shares; 2025Q1: 24,033 shares; 2025Q2: 24,608 shares; 2025Q3: 25,210 shares; 2025Q4: 26,343 shares; 2026Q1: 26,249 shares; 2026Q2: 27,406 shares 27,406 $4.35M 0.48% +1,157 Timeline XLRE 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: 99,018 shares; 2024Q4: 98,731 shares; 2025Q1: 99,378 shares; 2025Q2: 100,541 shares; 2025Q3: 101,783 shares; 2025Q4: 101,769 shares; 2026Q1: 102,602 shares; 2026Q2: 97,351 shares 97,351 $4.29M 0.47% -5,251 Timeline XLC 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: 27,891 shares; 2024Q4: 28,006 shares; 2025Q1: 30,764 shares; 2025Q2: 31,004 shares; 2025Q3: 32,693 shares; 2025Q4: 32,754 shares; 2026Q1: 33,319 shares; 2026Q2: 35,162 shares 35,162 $3.77M 0.41% +1,843 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,704 shares; 2024Q4: 11,823 shares; 2025Q1: 13,162 shares; 2025Q2: 13,324 shares; 2025Q3: 14,020 shares; 2025Q4: 29,199 shares; 2026Q1: 30,361 shares; 2026Q2: 31,794 shares 31,794 $3.73M 0.41% +1,433 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: 23,063 shares; 2024Q4: 23,415 shares; 2025Q1: 31,109 shares; 2025Q2: 33,858 shares; 2025Q3: 35,362 shares; 2025Q4: 36,827 shares; 2026Q1: 38,171 shares; 2026Q2: 38,485 shares 38,485 $3.7M 0.41% +314 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: 51,012 shares; 2024Q4: 49,378 shares; 2025Q1: 48,700 shares; 2025Q2: 49,290 shares; 2025Q3: 49,233 shares; 2025Q4: 49,285 shares; 2026Q1: 27,328 shares; 2026Q2: 26,380 shares 26,380 $3.61M 0.4% -948 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: 7,652 shares; 2024Q4: 7,299 shares; 2025Q1: 7,310 shares; 2025Q2: 7,269 shares; 2025Q3: 7,321 shares; 2025Q4: 7,139 shares; 2026Q1: 7,130 shares; 2026Q2: 7,095 shares 7,095 $3.56M 0.39% -35 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: 37,510 shares; 2024Q4: 37,361 shares; 2025Q1: 38,372 shares; 2025Q2: 38,632 shares; 2025Q3: 39,009 shares; 2025Q4: 38,369 shares; 2026Q1: 37,933 shares; 2026Q2: 38,450 shares 38,450 $3.55M 0.39% +517 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: 24,220 shares; 2024Q4: 24,472 shares; 2025Q1: 24,992 shares; 2025Q2: 25,401 shares; 2025Q3: 25,548 shares; 2025Q4: 25,263 shares; 2026Q1: 24,726 shares; 2026Q2: 24,295 shares 24,295 $3.48M 0.38% -431 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: 66,417 shares; 2024Q4: 135,793 shares; 2025Q1: 132,074 shares; 2025Q2: 129,694 shares; 2025Q3: 129,578 shares; 2025Q4: 124,032 shares; 2026Q1: 120,962 shares; 2026Q2: 118,460 shares 118,460 $3.28M 0.36% -2,502 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,950 shares; 2024Q4: 9,618 shares; 2025Q1: 9,575 shares; 2025Q2: 9,988 shares; 2025Q3: 10,202 shares; 2025Q4: 10,099 shares; 2026Q1: 9,696 shares; 2026Q2: 9,530 shares 9,530 $3.25M 0.36% -166 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,084 shares; 2025Q1: 15,401 shares; 2025Q2: 15,464 shares; 2025Q3: 15,565 shares; 2025Q4: 15,758 shares; 2026Q1: 15,849 shares; 2026Q2: 15,810 shares 15,810 $3.19M 0.35% -39 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279 shares; 2024Q4: 1,282 shares; 2025Q1: 5,868 shares; 2025Q2: 6,120 shares; 2025Q3: 6,296 shares; 2025Q4: 6,365 shares; 2026Q1: 6,335 shares; 2026Q2: 6,306 shares 6,306 $3.16M 0.35% -29 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: 9,513 shares; 2024Q4: 9,103 shares; 2025Q1: 9,149 shares; 2025Q2: 9,267 shares; 2025Q3: 9,285 shares; 2025Q4: 9,105 shares; 2026Q1: 9,056 shares; 2026Q2: 8,809 shares 8,809 $3.11M 0.34% -247 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: 31,442 shares; 2024Q4: 30,258 shares; 2025Q1: 29,663 shares; 2025Q2: 29,776 shares; 2025Q3: 29,154 shares; 2025Q4: 28,505 shares; 2026Q1: 18,771 shares; 2026Q2: 18,422 shares 18,422 $3.05M 0.33% -349 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,763 shares; 2024Q4: 38,432 shares; 2025Q1: 38,126 shares; 2025Q2: 38,345 shares; 2025Q3: 38,516 shares; 2025Q4: 37,772 shares; 2026Q1: 36,637 shares; 2026Q2: 37,319 shares 37,319 $3.04M 0.33% +682 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: 35,654 shares; 2024Q4: 34,919 shares; 2025Q1: 35,092 shares; 2025Q2: 35,787 shares; 2025Q3: 36,214 shares; 2025Q4: 37,032 shares; 2026Q1: 36,178 shares; 2026Q2: 36,420 shares 36,420 $2.96M 0.32% +242 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,788 shares; 2024Q4: 13,585 shares; 2025Q1: 13,012 shares; 2025Q2: 13,169 shares; 2025Q3: 13,343 shares; 2025Q4: 13,087 shares; 2026Q1: 12,908 shares; 2026Q2: 12,636 shares 12,636 $2.9M 0.32% -272 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,759 shares; 2026Q2: 8,978 shares 8,978 $2.85M 0.31% +219 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,903 shares; 2025Q4: 7,118 shares; 2026Q1: 7,333 shares; 2026Q2: 7,167 shares 7,167 $2.85M 0.31% -166 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: 7,671 shares; 2024Q4: 7,671 shares; 2025Q1: 7,658 shares; 2025Q2: 7,658 shares; 2025Q3: 7,658 shares; 2025Q4: 7,658 shares; 2026Q1: 7,658 shares; 2026Q2: 7,658 shares 7,658 $2.82M 0.31% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,807 shares; 2024Q4: 9,613 shares; 2025Q1: 9,581 shares; 2025Q2: 9,669 shares; 2025Q3: 9,612 shares; 2025Q4: 9,589 shares; 2026Q1: 8,526 shares; 2026Q2: 8,271 shares 8,271 $2.8M 0.31% -255 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,724 shares; 2024Q4: 35,955 shares; 2025Q1: 35,419 shares; 2025Q2: 35,273 shares; 2025Q3: 35,037 shares; 2025Q4: 35,270 shares; 2026Q1: 36,049 shares; 2026Q2: 35,959 shares 35,959 $2.79M 0.31% -90 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,203 shares; 2024Q4: 9,629 shares; 2025Q1: 9,712 shares; 2025Q2: 9,839 shares; 2025Q3: 9,932 shares; 2025Q4: 9,874 shares; 2026Q1: 6,629 shares; 2026Q2: 6,363 shares 6,363 $2.59M 0.28% -266 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: 26,038 shares; 2024Q4: 25,537 shares; 2025Q1: 27,529 shares; 2025Q2: 27,654 shares; 2025Q3: 27,946 shares; 2025Q4: 29,364 shares; 2026Q1: 29,355 shares; 2026Q2: 30,436 shares 30,436 $2.53M 0.28% +1,081 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: 20,613 shares; 2024Q4: 20,306 shares; 2025Q1: 20,459 shares; 2025Q2: 20,509 shares; 2025Q3: 20,436 shares; 2025Q4: 20,178 shares; 2026Q1: 19,993 shares; 2026Q2: 20,176 shares 20,176 $2.39M 0.26% +183 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: 4,562 shares; 2024Q4: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,616 shares; 2025Q3: 5,585 shares; 2025Q4: 5,908 shares; 2026Q1: 5,785 shares; 2026Q2: 5,779 shares 5,779 $2.07M 0.23% -6 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: not reported; 2025Q3: not reported; 2025Q4: 26,042 shares; 2026Q1: 25,541 shares; 2026Q2: 25,580 shares 25,580 $1.83M 0.2% +39 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: 16,262 shares; 2024Q4: 16,301 shares; 2025Q1: 17,620 shares; 2025Q2: 17,943 shares; 2025Q3: 18,676 shares; 2025Q4: 36,388 shares; 2026Q1: 34,513 shares; 2026Q2: 34,359 shares 34,359 $1.82M 0.2% -154 Timeline XLB 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: 11,782 shares; 2024Q4: 12,088 shares; 2025Q1: 13,216 shares; 2025Q2: 13,198 shares; 2025Q3: 13,462 shares; 2025Q4: 30,870 shares; 2026Q1: 32,679 shares; 2026Q2: 33,949 shares 33,949 $1.73M 0.19% +1,270 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: 9,836 shares; 2024Q4: 9,423 shares; 2025Q1: 9,294 shares; 2025Q2: 9,494 shares; 2025Q3: 10,453 shares; 2025Q4: 10,286 shares; 2026Q1: 10,222 shares; 2026Q2: 10,472 shares 10,472 $1.53M 0.17% +250 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: 8,039 shares; 2024Q4: 8,182 shares; 2025Q1: 8,494 shares; 2025Q2: 8,689 shares; 2025Q3: 8,715 shares; 2025Q4: 8,581 shares; 2026Q1: 8,723 shares; 2026Q2: 8,884 shares 8,884 $1.39M 0.15% +161 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: 5,523 shares; 2024Q4: 6,124 shares; 2025Q1: 4,988 shares; 2025Q2: 5,321 shares; 2025Q3: 5,322 shares; 2025Q4: 5,156 shares; 2026Q1: 5,080 shares; 2026Q2: 5,224 shares 5,224 $1.33M 0.15% +144 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: 12,500 shares; 2024Q4: 12,492 shares; 2025Q1: 11,979 shares; 2025Q2: 9,804 shares; 2025Q3: 9,785 shares; 2025Q4: 9,186 shares; 2026Q1: 8,737 shares; 2026Q2: 8,652 shares 8,652 $1.28M 0.14% -85 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: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 4,490 shares; 2025Q3: 3,990 shares; 2025Q4: 2,885 shares; 2026Q1: 2,885 shares; 2026Q2: 2,885 shares 2,885 $1.25M 0.14% 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: 857 shares; 2024Q4: 2,250 shares; 2025Q1: 1,686 shares; 2025Q2: 1,696 shares; 2025Q3: 1,698 shares; 2025Q4: 1,627 shares; 2026Q1: 1,596 shares; 2026Q2: 1,596 shares 1,596 $1.18M 0.13% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,484 shares 3,484 $1.1M 0.12% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,815 shares; 2025Q1: 1,401 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 3,903 shares; 2026Q1: 2,503 shares; 2026Q2: 2,503 shares 2,503 $1.1M 0.12% 0 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: 1,108 shares; 2024Q4: 2,155 shares; 2025Q1: 1,995 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,769 shares; 2026Q1: 1,756 shares; 2026Q2: 1,756 shares 1,756 $989K 0.11% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,268 shares; 2024Q4: 22,319 shares; 2025Q1: 21,945 shares; 2025Q2: 21,941 shares; 2025Q3: 22,112 shares; 2025Q4: 21,085 shares; 2026Q1: 18,388 shares; 2026Q2: 18,451 shares 18,451 $933K 0.1% +63 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,632 shares; 2026Q1: 3,632 shares; 2026Q2: 3,632 shares 3,632 $809K 0.09% 0 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: not reported; 2024Q4: 1,933 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares; 2026Q2: 9,198 shares 9,198 $792K 0.09% +7,665 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: 16,799 shares; 2024Q4: 15,002 shares; 2025Q1: 14,723 shares; 2025Q2: 15,005 shares; 2025Q3: 14,915 shares; 2025Q4: 14,526 shares; 2026Q1: 14,224 shares; 2026Q2: 2,154 shares 2,154 $780K 0.09% -12,070 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: 712 shares; 2024Q4: 1,424 shares; 2025Q1: 1,324 shares; 2025Q2: 1,344 shares; 2025Q3: 2,598 shares; 2025Q4: 2,328 shares; 2026Q1: 2,671 shares; 2026Q2: 2,268 shares 2,268 $773K 0.08% -403 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,620 shares; 2024Q4: 31,032 shares; 2025Q1: 30,130 shares; 2025Q2: 30,357 shares; 2025Q3: 36,801 shares; 2025Q4: 31,310 shares; 2026Q1: 24,586 shares; 2026Q2: 13,383 shares 13,383 $756K 0.08% -11,203 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,043 shares; 2026Q2: 1,689 shares 1,689 $729K 0.08% -354 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: 501 shares; 2025Q4: 538 shares; 2026Q1: 538 shares; 2026Q2: 673 shares 673 $717K 0.08% +135 Timeline SCHO 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: 14,948 shares; 2024Q4: 29,362 shares; 2025Q1: 28,122 shares; 2025Q2: 24,514 shares; 2025Q3: 23,851 shares; 2025Q4: 22,872 shares; 2026Q1: 21,360 shares; 2026Q2: 24,449 shares 24,449 $590K 0.06% +3,089 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: 5,666 shares; 2024Q4: 5,693 shares; 2025Q1: 5,093 shares; 2025Q2: 5,093 shares; 2025Q3: 5,093 shares; 2025Q4: 5,093 shares; 2026Q1: 5,025 shares; 2026Q2: 5,079 shares 5,079 $575K 0.06% +54 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: 1,640 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,560 shares; 2025Q3: 1,507 shares; 2025Q4: 1,506 shares; 2026Q1: 1,486 shares; 2026Q2: 1,507 shares 1,507 $569K 0.06% +21 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 6,986 shares; 2025Q4: 6,286 shares; 2026Q1: 7,065 shares; 2026Q2: 7,065 shares 7,065 $557K 0.06% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,275 shares; 2024Q4: 5,275 shares; 2025Q1: 4,945 shares; 2025Q2: 4,945 shares; 2025Q3: 4,945 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $534K 0.06% 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: 7,496 shares; 2024Q4: 7,202 shares; 2025Q1: 7,217 shares; 2025Q2: 6,998 shares; 2025Q3: 6,953 shares; 2025Q4: 2,842 shares; 2026Q1: 2,597 shares; 2026Q2: 2,597 shares 2,597 $532K 0.06% 0 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: 923 shares; 2024Q4: 842 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 862 shares; 2025Q4: 782 shares; 2026Q1: 782 shares; 2026Q2: 769 shares 769 $528K 0.06% -13 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: 36,126 shares; 2024Q4: 5,724 shares; 2025Q1: 5,224 shares; 2025Q2: 4,908 shares; 2025Q3: 4,658 shares; 2025Q4: 4,045 shares; 2026Q1: 4,016 shares; 2026Q2: 4,016 shares 4,016 $516K 0.06% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $492K 0.05% 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: 1,035 shares; 2024Q4: 1,017 shares; 2025Q1: 1,020 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 806 shares; 2026Q1: 645 shares; 2026Q2: 1,145 shares 1,145 $482K 0.05% +500 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: 687 shares; 2024Q4: 689 shares; 2025Q1: 687 shares; 2025Q2: 637 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 445 shares 445 $450K 0.05% +8 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,949 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,949 shares; 2025Q3: 3,949 shares; 2025Q4: 2,949 shares; 2026Q1: 2,949 shares; 2026Q2: 4,703 shares 4,703 $439K 0.05% +1,754 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: 6,831 shares; 2024Q4: 6,831 shares; 2025Q1: 4,600 shares; 2025Q2: 4,613 shares; 2025Q3: 4,613 shares; 2025Q4: 4,263 shares; 2026Q1: 3,513 shares; 2026Q2: 3,000 shares 3,000 $429K 0.05% -513 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: 2,955 shares 2,955 $413K 0.05% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,005 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares; 2026Q1: 5,005 shares; 2026Q2: 5,005 shares 5,005 $386K 0.04% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,951 shares; 2025Q1: 2,951 shares; 2025Q2: 2,951 shares; 2025Q3: 2,951 shares; 2025Q4: 2,951 shares; 2026Q1: 2,951 shares; 2026Q2: 2,951 shares 2,951 $377K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares 885 $377K 0.04% 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: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $377K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 637 shares 637 $370K 0.04% new 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: 5,848 shares; 2024Q4: 4,675 shares; 2025Q1: 4,650 shares; 2025Q2: 4,380 shares; 2025Q3: 4,135 shares; 2025Q4: 4,070 shares; 2026Q1: 4,070 shares; 2026Q2: 4,070 shares 4,070 $369K 0.04% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,478 shares; 2025Q4: 1,322 shares; 2026Q1: 1,248 shares; 2026Q2: 1,248 shares 1,248 $351K 0.04% 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: 16,490 shares; 2024Q4: 16,490 shares; 2025Q1: 16,490 shares; 2025Q2: 16,490 shares; 2025Q3: 16,490 shares; 2025Q4: 17,075 shares; 2026Q1: 17,075 shares; 2026Q2: 17,075 shares 17,075 $350K 0.04% 0 Timeline QQQM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,074 shares 1,074 $325K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 1,150 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 1,202 shares 1,202 $325K 0.04% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 8,010 shares 8,010 $294K 0.03% new Timeline VGT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,357 shares 2,357 $282K 0.03% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 2,931 shares; 2026Q2: 2,171 shares 2,171 $274K 0.03% -760 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,665 shares; 2025Q3: 1,667 shares; 2025Q4: 1,665 shares; 2026Q1: 1,365 shares; 2026Q2: 982 shares 982 $256K 0.03% -383 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 221 shares 221 $255K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: 1,709 shares; 2025Q3: 1,710 shares; 2025Q4: 2,388 shares; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares 1,384 $250K 0.03% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 810 shares 810 $244K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 818 shares 818 $244K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $243K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares 375 $240K 0.03% new Timeline XME 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: 1,963 shares; 2026Q1: 1,963 shares; 2026Q2: 2,163 shares 2,163 $231K 0.03% +200 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: 906 shares; 2024Q4: 906 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 753 shares 753 $226K 0.02% -77 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: not reported; 2026Q2: 865 shares 865 $221K 0.02% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,975 shares; 2024Q4: 29,975 shares; 2025Q1: 24,332 shares; 2025Q2: 24,692 shares; 2025Q3: 31,091 shares; 2025Q4: 28,442 shares; 2026Q1: 22,219 shares; 2026Q2: 11,549 shares 11,549 $216K 0.02% -10,670 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 556 shares 556 $206K 0.02% new Timeline NVRI ENVIRI CORP More: the full row for ENVIRI 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: 9,274 shares 9,274 $204K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,449 shares 5,449 $201K 0.02% new Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,020 shares; 2024Q4: 64,858 shares; 2025Q1: 85,020 shares; 2025Q2: 85,020 shares; 2025Q3: 85,020 shares; 2025Q4: 58,685 shares; 2026Q1: 58,685 shares; 2026Q2: 58,685 shares 58,685 $103K 0.01% 0 Timeline