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; 2024Q4: 48,909 shares; 2025Q1: 48,916 shares; 2025Q2: 48,859 shares; 2025Q3: 49,147 shares; 2025Q4: not loaded; 2026Q1: 48,100 shares; 2026Q2: 46,686 shares; 2026Q3: 53,852 shares 53,852 $26.8M 9.88% +7,166 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,605 shares; 2025Q1: 26,388 shares; 2025Q2: 29,579 shares; 2025Q3: 30,033 shares; 2025Q4: not loaded; 2026Q1: 26,669 shares; 2026Q2: 25,632 shares; 2026Q3: 25,638 shares 25,638 $8.82M 3.25% +6 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,505 shares; 2025Q1: 27,467 shares; 2025Q2: 30,933 shares; 2025Q3: 51,353 shares; 2025Q4: not loaded; 2026Q1: 62,767 shares; 2026Q2: 59,037 shares; 2026Q3: 51,189 shares 51,189 $5.15M 1.9% -7,848 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; 2024Q4: 7,355 shares; 2025Q1: 7,057 shares; 2025Q2: 7,192 shares; 2025Q3: 7,810 shares; 2025Q4: not loaded; 2026Q1: 6,868 shares; 2026Q2: 6,984 shares; 2026Q3: 7,245 shares 7,245 $5.08M 1.87% +261 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,144 shares; 2025Q1: 55,528 shares; 2025Q2: 68,229 shares; 2025Q3: 94,637 shares; 2025Q4: not loaded; 2026Q1: 126,250 shares; 2026Q2: 138,864 shares; 2026Q3: 149,034 shares 149,034 $4.6M 1.69% +10,170 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; 2024Q4: 9,585 shares; 2025Q1: 10,347 shares; 2025Q2: 11,193 shares; 2025Q3: 12,188 shares; 2025Q4: not loaded; 2026Q1: 12,583 shares; 2026Q2: 51,848 shares; 2026Q3: 52,442 shares 52,442 $4.11M 1.52% +594 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,242 shares; 2025Q1: 13,244 shares; 2025Q2: 13,234 shares; 2025Q3: 13,235 shares; 2025Q4: not loaded; 2026Q1: 12,838 shares; 2026Q2: 12,464 shares; 2026Q3: 11,882 shares 11,882 $4.05M 1.49% -582 Timeline VT 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; 2024Q4: 30,134 shares; 2025Q1: 29,133 shares; 2025Q2: 28,168 shares; 2025Q3: 27,717 shares; 2025Q4: not loaded; 2026Q1: 26,523 shares; 2026Q2: 26,088 shares; 2026Q3: 25,473 shares 25,473 $4.02M 1.48% -615 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,858 shares; 2025Q1: 54,484 shares; 2025Q2: 48,573 shares; 2025Q3: 43,779 shares; 2025Q4: not loaded; 2026Q1: 37,315 shares; 2026Q2: 36,318 shares; 2026Q3: 36,306 shares 36,306 $4.01M 1.48% -12 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; 2024Q4: 2,825 shares; 2025Q1: 3,130 shares; 2025Q2: 3,912 shares; 2025Q3: 4,008 shares; 2025Q4: not loaded; 2026Q1: 5,458 shares; 2026Q2: 5,753 shares; 2026Q3: 5,384 shares 5,384 $3.9M 1.44% -369 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; 2024Q4: 8,668 shares; 2025Q1: 9,560 shares; 2025Q2: 10,794 shares; 2025Q3: 11,776 shares; 2025Q4: not loaded; 2026Q1: 12,750 shares; 2026Q2: 13,121 shares; 2026Q3: 13,425 shares 13,425 $3.82M 1.41% +304 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,199 shares; 2025Q1: 6,223 shares; 2025Q2: 6,367 shares; 2025Q3: 5,656 shares; 2025Q4: not loaded; 2026Q1: 6,766 shares; 2026Q2: 7,895 shares; 2026Q3: 7,427 shares 7,427 $3.81M 1.4% -468 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,321 shares; 2025Q1: 9,261 shares; 2025Q2: 10,358 shares; 2025Q3: 9,753 shares; 2025Q4: not loaded; 2026Q1: 9,310 shares; 2026Q2: 14,676 shares; 2026Q3: 15,464 shares 15,464 $3.53M 1.3% +788 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,484 shares; 2025Q1: 48,711 shares; 2025Q2: 74,081 shares; 2025Q3: 94,902 shares; 2025Q4: not loaded; 2026Q1: 114,815 shares; 2026Q2: 116,689 shares; 2026Q3: 116,090 shares 116,090 $3.4M 1.25% -599 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 19,916 shares; 2026Q3: 47,653 shares 47,653 $3.34M 1.23% +27,737 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; 2024Q4: 1,968 shares; 2025Q1: 1,964 shares; 2025Q2: 1,964 shares; 2025Q3: 1,979 shares; 2025Q4: not loaded; 2026Q1: 1,938 shares; 2026Q2: 1,919 shares; 2026Q3: 1,936 shares 1,936 $3.32M 1.22% +17 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,742 shares; 2025Q1: 40,829 shares; 2025Q2: 44,576 shares; 2025Q3: 54,708 shares; 2025Q4: not loaded; 2026Q1: 69,547 shares; 2026Q2: 59,535 shares; 2026Q3: 42,395 shares 42,395 $3.24M 1.19% -17,140 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,214 shares; 2025Q1: 14,336 shares; 2025Q2: 15,051 shares; 2025Q3: 17,705 shares; 2025Q4: not loaded; 2026Q1: 21,314 shares; 2026Q2: 29,588 shares; 2026Q3: 44,391 shares 44,391 $3.23M 1.19% +14,803 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,858 shares; 2025Q1: 14,083 shares; 2025Q2: 15,618 shares; 2025Q3: 16,372 shares; 2025Q4: not loaded; 2026Q1: 17,994 shares; 2026Q2: 13,937 shares; 2026Q3: 16,462 shares 16,462 $3.03M 1.12% +2,525 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,614 shares; 2025Q1: 10,364 shares; 2025Q2: 13,500 shares; 2025Q3: 27,117 shares; 2025Q4: not loaded; 2026Q1: 42,106 shares; 2026Q2: 49,132 shares; 2026Q3: 54,578 shares 54,578 $2.56M 0.94% +5,446 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,007 shares; 2025Q1: 29,025 shares; 2025Q2: 28,524 shares; 2025Q3: 28,348 shares; 2025Q4: not loaded; 2026Q1: 25,402 shares; 2026Q2: 29,271 shares; 2026Q3: 29,271 shares 29,271 $2.53M 0.93% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 40,717 shares; 2026Q3: 99,933 shares 99,933 $2.51M 0.93% +59,216 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; 2024Q4: 3,740 shares; 2025Q1: 3,561 shares; 2025Q2: 3,461 shares; 2025Q3: 3,948 shares; 2025Q4: not loaded; 2026Q1: 3,314 shares; 2026Q2: 3,305 shares; 2026Q3: 3,265 shares 3,265 $2.41M 0.89% -40 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; 2024Q4: 5,921 shares; 2025Q1: 6,212 shares; 2025Q2: 6,637 shares; 2025Q3: 6,684 shares; 2025Q4: not loaded; 2026Q1: 9,637 shares; 2026Q2: 9,329 shares; 2026Q3: 9,483 shares 9,483 $2.36M 0.87% +154 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; 2024Q4: 6,431 shares; 2025Q1: 8,886 shares; 2025Q2: 11,434 shares; 2025Q3: 13,276 shares; 2025Q4: not loaded; 2026Q1: 12,887 shares; 2026Q2: 9,249 shares; 2026Q3: 8,417 shares 8,417 $2.36M 0.87% -832 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,803 shares; 2025Q1: 27,349 shares; 2025Q2: 42,099 shares; 2025Q3: 55,806 shares; 2025Q4: not loaded; 2026Q1: 69,306 shares; 2026Q2: 71,569 shares; 2026Q3: 67,331 shares 67,331 $2.24M 0.83% -4,238 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,182 shares; 2025Q1: 49,600 shares; 2025Q2: 49,145 shares; 2025Q3: 44,597 shares; 2025Q4: not loaded; 2026Q1: 41,615 shares; 2026Q2: 39,980 shares; 2026Q3: 38,892 shares 38,892 $2.24M 0.83% -1,088 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,245 shares; 2025Q1: 24,297 shares; 2025Q2: 23,236 shares; 2025Q3: 22,595 shares; 2025Q4: not loaded; 2026Q1: 20,833 shares; 2026Q2: 20,758 shares; 2026Q3: 20,572 shares 20,572 $2.24M 0.82% -186 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,191 shares; 2025Q1: 6,200 shares; 2025Q2: 7,414 shares; 2025Q3: 8,036 shares; 2025Q4: not loaded; 2026Q1: 8,965 shares; 2026Q2: 9,538 shares; 2026Q3: 9,468 shares 9,468 $2.21M 0.81% -70 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,501 shares; 2025Q1: 3,842 shares; 2025Q2: 5,203 shares; 2025Q3: 8,889 shares; 2025Q4: not loaded; 2026Q1: 17,169 shares; 2026Q2: 26,007 shares; 2026Q3: 32,339 shares 32,339 $2.04M 0.75% +6,332 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,530 shares; 2025Q1: 27,572 shares; 2025Q2: 38,146 shares; 2025Q3: 48,602 shares; 2025Q4: not loaded; 2026Q1: 41,838 shares; 2026Q2: 39,881 shares; 2026Q3: 32,043 shares 32,043 $2M 0.74% -7,838 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,824 shares; 2025Q1: 9,725 shares; 2025Q2: 14,976 shares; 2025Q3: 19,030 shares; 2025Q4: not loaded; 2026Q1: 22,353 shares; 2026Q2: 23,651 shares; 2026Q3: 23,693 shares 23,693 $1.97M 0.72% +42 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 329 shares; 2025Q1: 1,784 shares; 2025Q2: 13,692 shares; 2025Q3: 14,172 shares; 2025Q4: not loaded; 2026Q1: 13,948 shares; 2026Q2: 13,985 shares; 2026Q3: 14,959 shares 14,959 $1.9M 0.7% +974 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,849 shares; 2025Q1: 40,965 shares; 2025Q2: 40,043 shares; 2025Q3: 39,839 shares; 2025Q4: not loaded; 2026Q1: 41,693 shares; 2026Q2: 49,708 shares; 2026Q3: 50,515 shares 50,515 $1.88M 0.69% +807 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; 2024Q4: 9,092 shares; 2025Q1: 10,237 shares; 2025Q2: 10,755 shares; 2025Q3: 9,409 shares; 2025Q4: not loaded; 2026Q1: 5,636 shares; 2026Q2: 4,152 shares; 2026Q3: 4,053 shares 4,053 $1.85M 0.68% -99 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,348 shares; 2025Q1: 25,213 shares; 2025Q2: 25,063 shares; 2025Q3: 25,063 shares; 2025Q4: not loaded; 2026Q1: 25,063 shares; 2026Q2: 23,835 shares; 2026Q3: 21,891 shares 21,891 $1.84M 0.68% -1,944 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,581 shares; 2025Q1: 10,528 shares; 2025Q2: 10,535 shares; 2025Q3: 10,540 shares; 2025Q4: not loaded; 2026Q1: 10,552 shares; 2026Q2: 10,534 shares; 2026Q3: 10,539 shares 10,539 $1.83M 0.68% +5 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,716 shares; 2025Q1: 6,975 shares; 2025Q2: 7,581 shares; 2025Q3: 6,162 shares; 2025Q4: not loaded; 2026Q1: 11,978 shares; 2026Q2: 11,054 shares; 2026Q3: 12,841 shares 12,841 $1.76M 0.65% +1,787 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,770 shares; 2025Q1: 18,093 shares; 2025Q2: 19,457 shares; 2025Q3: 20,414 shares; 2025Q4: not loaded; 2026Q1: 22,886 shares; 2026Q2: 19,706 shares; 2026Q3: 16,768 shares 16,768 $1.74M 0.64% -2,938 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: not loaded; 2026Q1: 3,200 shares; 2026Q2: 3,209 shares; 2026Q3: 3,209 shares 3,209 $1.74M 0.64% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,362 shares; 2025Q1: 17,294 shares; 2025Q2: 21,597 shares; 2025Q3: 34,758 shares; 2025Q4: not loaded; 2026Q1: 47,122 shares; 2026Q2: 45,203 shares; 2026Q3: 38,904 shares 38,904 $1.73M 0.64% -6,299 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,069 shares; 2025Q1: 15,314 shares; 2025Q2: 23,776 shares; 2025Q3: 29,240 shares; 2025Q4: not loaded; 2026Q1: 34,524 shares; 2026Q2: 36,516 shares; 2026Q3: 34,007 shares 34,007 $1.71M 0.63% -2,509 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,258 shares; 2025Q1: 11,644 shares; 2025Q2: 5,593 shares; 2025Q3: 7,346 shares; 2025Q4: not loaded; 2026Q1: 3,419 shares; 2026Q2: 15,099 shares; 2026Q3: 15,850 shares 15,850 $1.7M 0.63% +751 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,683 shares; 2025Q1: 2,360 shares; 2025Q2: 4,655 shares; 2025Q3: 4,903 shares; 2025Q4: not loaded; 2026Q1: 4,978 shares; 2026Q2: 7,345 shares; 2026Q3: 8,794 shares 8,794 $1.62M 0.6% +1,449 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,492 shares; 2025Q1: 8,219 shares; 2025Q2: 11,136 shares; 2025Q3: 24,799 shares; 2025Q4: not loaded; 2026Q1: 37,036 shares; 2026Q2: 36,055 shares; 2026Q3: 31,394 shares 31,394 $1.61M 0.59% -4,661 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,317 shares; 2025Q1: 591 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 12,970 shares; 2026Q2: 15,978 shares; 2026Q3: 16,499 shares 16,499 $1.61M 0.59% +521 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; 2024Q4: 13,626 shares; 2025Q1: 14,671 shares; 2025Q2: 16,120 shares; 2025Q3: 15,535 shares; 2025Q4: not loaded; 2026Q1: 15,807 shares; 2026Q2: 16,736 shares; 2026Q3: 17,127 shares 17,127 $1.6M 0.59% +391 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,048 shares; 2025Q1: 4,345 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 39,781 shares; 2026Q3: 49,907 shares 49,907 $1.56M 0.58% +10,126 Timeline SPLV 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; 2024Q4: 28,556 shares; 2025Q1: 28,570 shares; 2025Q2: 28,237 shares; 2025Q3: 23,418 shares; 2025Q4: not loaded; 2026Q1: 22,107 shares; 2026Q2: 22,126 shares; 2026Q3: 21,917 shares 21,917 $1.55M 0.57% -209 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; 2024Q4: 12,488 shares; 2025Q1: 12,652 shares; 2025Q2: 5,571 shares; 2025Q3: 5,743 shares; 2025Q4: not loaded; 2026Q1: 13,116 shares; 2026Q2: 14,018 shares; 2026Q3: 14,611 shares 14,611 $1.53M 0.56% +593 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,376 shares; 2025Q1: 18,051 shares; 2025Q2: 18,051 shares; 2025Q3: 18,051 shares; 2025Q4: not loaded; 2026Q1: 18,051 shares; 2026Q2: 17,836 shares; 2026Q3: 17,661 shares 17,661 $1.53M 0.56% -175 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,020 shares; 2025Q1: 1,255 shares; 2025Q2: 1,514 shares; 2025Q3: 2,287 shares; 2025Q4: not loaded; 2026Q1: 4,251 shares; 2026Q2: 6,758 shares; 2026Q3: 6,640 shares 6,640 $1.52M 0.56% -118 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,250 shares; 2025Q1: 8,664 shares; 2025Q2: 10,726 shares; 2025Q3: 18,648 shares; 2025Q4: not loaded; 2026Q1: 46,791 shares; 2026Q2: 66,302 shares; 2026Q3: 67,238 shares 67,238 $1.51M 0.56% +936 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,124 shares; 2025Q1: 5,666 shares; 2025Q2: 10,191 shares; 2025Q3: 14,581 shares; 2025Q4: not loaded; 2026Q1: 17,460 shares; 2026Q2: 22,228 shares; 2026Q3: 23,163 shares 23,163 $1.49M 0.55% +935 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 2,284 shares; 2025Q4: not loaded; 2026Q1: 6,641 shares; 2026Q2: 8,488 shares; 2026Q3: 8,488 shares 8,488 $1.45M 0.53% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 4,784 shares; 2025Q3: 12,633 shares; 2025Q4: not loaded; 2026Q1: 21,312 shares; 2026Q2: 24,063 shares; 2026Q3: 26,276 shares 26,276 $1.44M 0.53% +2,213 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,998 shares; 2025Q1: 57,998 shares; 2025Q2: 54,976 shares; 2025Q3: 51,732 shares; 2025Q4: not loaded; 2026Q1: 47,928 shares; 2026Q2: 31,126 shares; 2026Q3: 22,456 shares 22,456 $1.43M 0.53% -8,670 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,057 shares; 2025Q2: 1,114 shares; 2025Q3: 1,873 shares; 2025Q4: not loaded; 2026Q1: 5,274 shares; 2026Q2: 6,798 shares; 2026Q3: 6,855 shares 6,855 $1.42M 0.52% +57 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,744 shares; 2025Q1: 29,907 shares; 2025Q2: 8,335 shares; 2025Q3: 11,303 shares; 2025Q4: not loaded; 2026Q1: 17,908 shares; 2026Q2: 56,012 shares; 2026Q3: 61,736 shares 61,736 $1.34M 0.49% +5,724 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; 2024Q4: 4,688 shares; 2025Q1: 4,365 shares; 2025Q2: 4,296 shares; 2025Q3: 4,394 shares; 2025Q4: not loaded; 2026Q1: 3,947 shares; 2026Q2: 3,802 shares; 2026Q3: 3,563 shares 3,563 $1.33M 0.49% -239 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,500 shares; 2025Q1: 5,000 shares; 2025Q2: 4,500 shares; 2025Q3: 18,759 shares; 2025Q4: not loaded; 2026Q1: 52,389 shares; 2026Q2: 57,165 shares; 2026Q3: 49,915 shares 49,915 $1.33M 0.49% -7,250 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,476 shares; 2025Q1: 28,378 shares; 2025Q2: 28,586 shares; 2025Q3: 29,217 shares; 2025Q4: not loaded; 2026Q1: 21,679 shares; 2026Q2: 21,216 shares; 2026Q3: 16,662 shares 16,662 $1.32M 0.49% -4,554 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 4,440 shares; 2025Q4: not loaded; 2026Q1: 11,621 shares; 2026Q2: 12,407 shares; 2026Q3: 11,237 shares 11,237 $1.28M 0.47% -1,170 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,812 shares; 2026Q2: 12,379 shares; 2026Q3: 12,492 shares 12,492 $1.23M 0.45% +113 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; 2024Q4: 7,004 shares; 2025Q1: 12,933 shares; 2025Q2: 21,479 shares; 2025Q3: 23,338 shares; 2025Q4: not loaded; 2026Q1: 10,710 shares; 2026Q2: 9,440 shares; 2026Q3: 8,238 shares 8,238 $1.2M 0.44% -1,202 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 4,618 shares; 2025Q3: 5,457 shares; 2025Q4: not loaded; 2026Q1: 9,196 shares; 2026Q2: 10,686 shares; 2026Q3: 14,543 shares 14,543 $1.19M 0.44% +3,857 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,575 shares; 2025Q1: 13,733 shares; 2025Q2: 9,260 shares; 2025Q3: 7,665 shares; 2025Q4: not loaded; 2026Q1: 8,228 shares; 2026Q2: 9,727 shares; 2026Q3: 9,724 shares 9,724 $1.18M 0.43% -3 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,698 shares; 2025Q1: 12,798 shares; 2025Q2: 12,462 shares; 2025Q3: 12,208 shares; 2025Q4: not loaded; 2026Q1: 11,266 shares; 2026Q2: 11,102 shares; 2026Q3: 10,910 shares 10,910 $1.15M 0.43% -192 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 1,545 shares; 2025Q2: 2,301 shares; 2025Q3: 2,992 shares; 2025Q4: not loaded; 2026Q1: 9,200 shares; 2026Q2: 8,971 shares; 2026Q3: 8,971 shares 8,971 $1.15M 0.42% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,671 shares; 2025Q1: 5,671 shares; 2025Q2: 5,569 shares; 2025Q3: 5,552 shares; 2025Q4: not loaded; 2026Q1: 7,583 shares; 2026Q2: 7,512 shares; 2026Q3: 6,977 shares 6,977 $1.15M 0.42% -535 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; 2024Q4: 1,801 shares; 2025Q1: 4,561 shares; 2025Q2: 5,461 shares; 2025Q3: 5,296 shares; 2025Q4: not loaded; 2026Q1: 3,028 shares; 2026Q2: 2,853 shares; 2026Q3: 2,853 shares 2,853 $1.13M 0.42% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,169 shares; 2026Q2: 4,371 shares; 2026Q3: 4,371 shares 4,371 $1.13M 0.42% 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; 2024Q4: 4,673 shares; 2025Q1: 3,348 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: not loaded; 2026Q1: 1,004 shares; 2026Q2: 2,754 shares; 2026Q3: 5,082 shares 5,082 $1.12M 0.41% +2,328 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,125 shares; 2026Q2: 20,127 shares; 2026Q3: 22,946 shares 22,946 $1.06M 0.39% +2,819 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,448 shares; 2025Q1: 8,636 shares; 2025Q2: 5,804 shares; 2025Q3: 5,684 shares; 2025Q4: not loaded; 2026Q1: 5,484 shares; 2026Q2: 5,466 shares; 2026Q3: 20,865 shares 20,865 $1.05M 0.39% +15,399 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 940 shares; 2025Q3: 1,140 shares; 2025Q4: not loaded; 2026Q1: 4,705 shares; 2026Q2: 3,499 shares; 2026Q3: 2,752 shares 2,752 $1.05M 0.39% -747 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,443 shares 4,443 $1.03M 0.38% new 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; 2024Q4: 18,386 shares; 2025Q1: 19,053 shares; 2025Q2: 6,692 shares; 2025Q3: 11,787 shares; 2025Q4: not loaded; 2026Q1: 11,834 shares; 2026Q2: 9,495 shares; 2026Q3: 9,495 shares 9,495 $1.02M 0.38% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,086 shares; 2025Q1: 28,065 shares; 2025Q2: 31,167 shares; 2025Q3: 33,007 shares; 2025Q4: not loaded; 2026Q1: 31,315 shares; 2026Q2: 11,539 shares; 2026Q3: 12,980 shares 12,980 $1.01M 0.37% +1,441 Timeline RICK RCI HOSPITALITY HLDGS INC More: the full row for RCI HOSPITALITY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,558 shares; 2025Q1: 25,558 shares; 2025Q2: 25,558 shares; 2025Q3: 25,958 shares; 2025Q4: not loaded; 2026Q1: 37,158 shares; 2026Q2: 37,158 shares; 2026Q3: 37,158 shares 37,158 $1M 0.37% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,324 shares; 2025Q1: 15,339 shares; 2025Q2: 15,354 shares; 2025Q3: 13,650 shares; 2025Q4: not loaded; 2026Q1: 13,621 shares; 2026Q2: 12,986 shares; 2026Q3: 12,995 shares 12,995 $999K 0.37% +9 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 12,106 shares; 2025Q3: 12,611 shares; 2025Q4: not loaded; 2026Q1: 22,374 shares; 2026Q2: 22,374 shares; 2026Q3: 21,374 shares 21,374 $982K 0.36% -1,000 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,484 shares; 2025Q1: 4,064 shares; 2025Q2: 6,182 shares; 2025Q3: 7,128 shares; 2025Q4: not loaded; 2026Q1: 9,900 shares; 2026Q2: 12,301 shares; 2026Q3: 15,942 shares 15,942 $982K 0.36% +3,641 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; 2024Q4: 2,730 shares; 2025Q1: 2,459 shares; 2025Q2: 2,413 shares; 2025Q3: 2,309 shares; 2025Q4: not loaded; 2026Q1: 2,294 shares; 2026Q2: 3,000 shares; 2026Q3: 3,416 shares 3,416 $972K 0.36% +416 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,666 shares; 2026Q2: 20,920 shares; 2026Q3: 24,790 shares 24,790 $972K 0.36% +3,870 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 675 shares; 2025Q1: 2,170 shares; 2025Q2: 6,627 shares; 2025Q3: 9,346 shares; 2025Q4: not loaded; 2026Q1: 24,649 shares; 2026Q2: 21,368 shares; 2026Q3: 24,970 shares 24,970 $947K 0.35% +3,602 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,683 shares; 2025Q1: 5,599 shares; 2025Q2: 11,782 shares; 2025Q3: 13,901 shares; 2025Q4: not loaded; 2026Q1: 8,702 shares; 2026Q2: 7,621 shares; 2026Q3: 6,841 shares 6,841 $942K 0.35% -780 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,373 shares; 2025Q1: 4,821 shares; 2025Q2: 4,498 shares; 2025Q3: 4,367 shares; 2025Q4: not loaded; 2026Q1: 3,558 shares; 2026Q2: 3,558 shares; 2026Q3: 3,558 shares 3,558 $942K 0.35% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 23,749 shares; 2026Q2: 30,529 shares; 2026Q3: 30,529 shares 30,529 $926K 0.34% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 255 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,566 shares; 2026Q2: 6,616 shares; 2026Q3: 4,414 shares 4,414 $920K 0.34% -2,202 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,313 shares; 2025Q1: 14,319 shares; 2025Q2: 14,326 shares; 2025Q3: 11,469 shares; 2025Q4: not loaded; 2026Q1: 10,674 shares; 2026Q2: 10,557 shares; 2026Q3: 9,441 shares 9,441 $920K 0.34% -1,116 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,497 shares; 2025Q1: 8,359 shares; 2025Q2: 10,402 shares; 2025Q3: 11,625 shares; 2025Q4: not loaded; 2026Q1: 2,816 shares; 2026Q2: 1,791 shares; 2026Q3: 1,791 shares 1,791 $916K 0.34% 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; 2024Q4: 3,093 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,817 shares; 2025Q4: not loaded; 2026Q1: 2,647 shares; 2026Q2: 2,647 shares; 2026Q3: 3,002 shares 3,002 $913K 0.34% +355 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,045 shares; 2025Q1: 17,654 shares; 2025Q2: 18,364 shares; 2025Q3: 18,330 shares; 2025Q4: not loaded; 2026Q1: 14,716 shares; 2026Q2: 9,969 shares; 2026Q3: 7,195 shares 7,195 $890K 0.33% -2,774 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,671 shares; 2025Q1: 148,163 shares; 2025Q2: 150,648 shares; 2025Q3: 120,118 shares; 2025Q4: not loaded; 2026Q1: 144,736 shares; 2026Q2: 112,603 shares; 2026Q3: 69,030 shares 69,030 $887K 0.33% -43,573 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,306 shares; 2025Q3: 12,387 shares; 2025Q4: not loaded; 2026Q1: 19,063 shares; 2026Q2: 18,651 shares; 2026Q3: 17,262 shares 17,262 $884K 0.33% -1,389 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 450 shares; 2025Q1: 1,650 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: not loaded; 2026Q1: 9,796 shares; 2026Q2: 11,310 shares; 2026Q3: 9,796 shares 9,796 $868K 0.32% -1,514 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; 2024Q4: 6,980 shares; 2025Q1: 11,854 shares; 2025Q2: 15,946 shares; 2025Q3: 17,239 shares; 2025Q4: not loaded; 2026Q1: 20,602 shares; 2026Q2: 16,581 shares; 2026Q3: 18,069 shares 18,069 $855K 0.32% +1,488 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: not loaded; 2026Q1: 3,221 shares; 2026Q2: 3,168 shares; 2026Q3: 3,168 shares 3,168 $855K 0.32% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 765 shares; 2025Q1: 2,250 shares; 2025Q2: 12,928 shares; 2025Q3: 16,603 shares; 2025Q4: not loaded; 2026Q1: 16,676 shares; 2026Q2: 11,106 shares; 2026Q3: 10,455 shares 10,455 $847K 0.31% -651 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 4,763 shares; 2026Q2: 10,060 shares; 2026Q3: 12,016 shares 12,016 $839K 0.31% +1,956 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 2,022 shares; 2026Q2: 2,820 shares; 2026Q3: 3,013 shares 3,013 $831K 0.31% +193 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,517 shares; 2025Q1: 10,093 shares; 2025Q2: 9,643 shares; 2025Q3: 10,433 shares; 2025Q4: not loaded; 2026Q1: 8,100 shares; 2026Q2: 7,100 shares; 2026Q3: 9,552 shares 9,552 $830K 0.31% +2,452 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 14,233 shares; 2026Q2: 21,776 shares; 2026Q3: 21,776 shares 21,776 $829K 0.31% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,448 shares; 2025Q1: 80,825 shares; 2025Q2: 62,537 shares; 2025Q3: 76,186 shares; 2025Q4: not loaded; 2026Q1: 38,948 shares; 2026Q2: 34,171 shares; 2026Q3: 28,873 shares 28,873 $823K 0.3% -5,298 Timeline VSS 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; 2024Q4: 2,046 shares; 2025Q1: 2,713 shares; 2025Q2: 3,700 shares; 2025Q3: 4,225 shares; 2025Q4: not loaded; 2026Q1: 4,932 shares; 2026Q2: 5,235 shares; 2026Q3: 5,267 shares 5,267 $818K 0.3% +32 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,065 shares; 2025Q1: 4,941 shares; 2025Q2: 3,357 shares; 2025Q3: 2,947 shares; 2025Q4: not loaded; 2026Q1: 2,947 shares; 2026Q2: 2,897 shares; 2026Q3: 3,079 shares 3,079 $807K 0.3% +182 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,370 shares; 2025Q1: 9,370 shares; 2025Q2: 8,534 shares; 2025Q3: 8,055 shares; 2025Q4: not loaded; 2026Q1: 8,245 shares; 2026Q2: 8,282 shares; 2026Q3: 8,282 shares 8,282 $778K 0.29% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,974 shares; 2025Q1: 2,974 shares; 2025Q2: 2,413 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 17,649 shares; 2026Q2: 16,424 shares; 2026Q3: 16,403 shares 16,403 $772K 0.28% -21 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,667 shares; 2025Q4: not loaded; 2026Q1: 50,692 shares; 2026Q2: 49,192 shares; 2026Q3: 31,285 shares 31,285 $766K 0.28% -17,907 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,923 shares; 2025Q1: 3,209 shares; 2025Q2: 4,363 shares; 2025Q3: 9,715 shares; 2025Q4: not loaded; 2026Q1: 10,996 shares; 2026Q2: 8,161 shares; 2026Q3: 6,443 shares 6,443 $766K 0.28% -1,718 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,757 shares; 2025Q1: 1,819 shares; 2025Q2: 1,836 shares; 2025Q3: 2,276 shares; 2025Q4: not loaded; 2026Q1: 2,030 shares; 2026Q2: 2,098 shares; 2026Q3: 2,148 shares 2,148 $762K 0.28% +50 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 12,685 shares; 2026Q2: 16,626 shares; 2026Q3: 15,626 shares 15,626 $752K 0.28% -1,000 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,361 shares; 2025Q1: 5,261 shares; 2025Q2: 5,774 shares; 2025Q3: 4,055 shares; 2025Q4: not loaded; 2026Q1: 2,801 shares; 2026Q2: 2,140 shares; 2026Q3: 2,140 shares 2,140 $752K 0.28% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,852 shares; 2025Q1: 2,498 shares; 2025Q2: 2,488 shares; 2025Q3: 2,835 shares; 2025Q4: not loaded; 2026Q1: 2,495 shares; 2026Q2: 2,340 shares; 2026Q3: 2,250 shares 2,250 $749K 0.28% -90 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,031 shares; 2025Q1: 14,524 shares; 2025Q2: 13,950 shares; 2025Q3: 13,849 shares; 2025Q4: not loaded; 2026Q1: 8,035 shares; 2026Q2: 7,778 shares; 2026Q3: 6,673 shares 6,673 $746K 0.27% -1,105 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; 2024Q4: 4,002 shares; 2025Q1: 5,777 shares; 2025Q2: 13,357 shares; 2025Q3: 14,486 shares; 2025Q4: not loaded; 2026Q1: 7,108 shares; 2026Q2: 5,006 shares; 2026Q3: 4,481 shares 4,481 $729K 0.27% -525 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,572 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,178 shares; 2025Q4: not loaded; 2026Q1: 3,178 shares; 2026Q2: 2,748 shares; 2026Q3: 2,620 shares 2,620 $729K 0.27% -128 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 876 shares; 2025Q1: 5,282 shares; 2025Q2: 6,291 shares; 2025Q3: 6,272 shares; 2025Q4: not loaded; 2026Q1: 8,337 shares; 2026Q2: 11,982 shares; 2026Q3: 12,617 shares 12,617 $711K 0.26% +635 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,485 shares; 2025Q1: 52,485 shares; 2025Q2: 52,485 shares; 2025Q3: 52,485 shares; 2025Q4: not loaded; 2026Q1: 62,485 shares; 2026Q2: 62,285 shares; 2026Q3: 62,285 shares 62,285 $693K 0.26% 0 Timeline DHX DHI GROUP INC More: the full row for DHI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 143,498 shares; 2026Q2: 143,498 shares; 2026Q3: 143,498 shares 143,498 $674K 0.25% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,272 shares; 2025Q1: 2,940 shares; 2025Q2: 2,811 shares; 2025Q3: 2,770 shares; 2025Q4: not loaded; 2026Q1: 2,425 shares; 2026Q2: 2,365 shares; 2026Q3: 2,309 shares 2,309 $674K 0.25% -56 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; 2024Q4: 554 shares; 2025Q1: 1,002 shares; 2025Q2: 1,515 shares; 2025Q3: 2,216 shares; 2025Q4: not loaded; 2026Q1: 4,359 shares; 2026Q2: 4,278 shares; 2026Q3: 3,330 shares 3,330 $652K 0.24% -948 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,800 shares; 2025Q1: 7,242 shares; 2025Q2: 7,939 shares; 2025Q3: 9,915 shares; 2025Q4: not loaded; 2026Q1: 12,012 shares; 2026Q2: 7,467 shares; 2026Q3: 5,670 shares 5,670 $640K 0.24% -1,797 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 10,264 shares; 2025Q3: 13,271 shares; 2025Q4: not loaded; 2026Q1: 13,486 shares; 2026Q2: 5,917 shares; 2026Q3: 3,919 shares 3,919 $614K 0.23% -1,998 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; 2024Q4: 1,004 shares; 2025Q1: 854 shares; 2025Q2: 298 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,585 shares 2,585 $612K 0.23% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,299 shares; 2025Q1: 13,174 shares; 2025Q2: 11,750 shares; 2025Q3: 23,625 shares; 2025Q4: not loaded; 2026Q1: 19,597 shares; 2026Q2: 13,754 shares; 2026Q3: 11,254 shares 11,254 $601K 0.22% -2,500 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,685 shares; 2025Q1: 3,704 shares; 2025Q2: 3,696 shares; 2025Q3: 3,606 shares; 2025Q4: not loaded; 2026Q1: 3,617 shares; 2026Q2: 3,623 shares; 2026Q3: 3,629 shares 3,629 $594K 0.22% +6 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,247 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: not loaded; 2026Q1: 5,075 shares; 2026Q2: 4,644 shares; 2026Q3: 4,557 shares 4,557 $590K 0.22% -87 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; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 511 shares; 2025Q3: 1,671 shares; 2025Q4: not loaded; 2026Q1: 3,797 shares; 2026Q2: 2,799 shares; 2026Q3: 1,604 shares 1,604 $589K 0.22% -1,195 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,514 shares; 2025Q1: 2,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 5,432 shares; 2026Q3: 11,665 shares 11,665 $585K 0.22% +6,233 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 248 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 8,164 shares; 2026Q3: 5,831 shares 5,831 $576K 0.21% -2,333 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; 2024Q4: 974 shares; 2025Q1: 1,169 shares; 2025Q2: 1,378 shares; 2025Q3: 1,527 shares; 2025Q4: not loaded; 2026Q1: 1,519 shares; 2026Q2: 1,531 shares; 2026Q3: 1,491 shares 1,491 $568K 0.21% -40 Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,435 shares; 2025Q1: 23,435 shares; 2025Q2: 17,935 shares; 2025Q3: 14,029 shares; 2025Q4: not loaded; 2026Q1: 11,329 shares; 2026Q2: 10,329 shares; 2026Q3: 8,900 shares 8,900 $564K 0.21% -1,429 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,018 shares; 2025Q1: 8,810 shares; 2025Q2: 17,062 shares; 2025Q3: 17,771 shares; 2025Q4: not loaded; 2026Q1: 9,780 shares; 2026Q2: 6,589 shares; 2026Q3: 6,589 shares 6,589 $559K 0.21% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 554 shares; 2025Q1: 502 shares; 2025Q2: 487 shares; 2025Q3: 486 shares; 2025Q4: not loaded; 2026Q1: 10,361 shares; 2026Q2: 9,033 shares; 2026Q3: 7,936 shares 7,936 $552K 0.2% -1,097 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,706 shares; 2025Q3: 24,106 shares; 2025Q4: not loaded; 2026Q1: 15,481 shares; 2026Q2: 11,881 shares; 2026Q3: 11,180 shares 11,180 $545K 0.2% -701 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; 2024Q4: 3,186 shares; 2025Q1: 3,468 shares; 2025Q2: 5,308 shares; 2025Q3: 6,050 shares; 2025Q4: not loaded; 2026Q1: 8,457 shares; 2026Q2: 8,929 shares; 2026Q3: 8,959 shares 8,959 $531K 0.2% +30 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; 2024Q4: 427 shares; 2025Q1: 446 shares; 2025Q2: 378 shares; 2025Q3: 461 shares; 2025Q4: not loaded; 2026Q1: 490 shares; 2026Q2: 445 shares; 2026Q3: 455 shares 455 $526K 0.19% +10 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,304 shares; 2025Q1: 2,305 shares; 2025Q2: 2,307 shares; 2025Q3: 2,259 shares; 2025Q4: not loaded; 2026Q1: 2,463 shares; 2026Q2: 2,464 shares; 2026Q3: 6,412 shares 6,412 $522K 0.19% +3,948 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; 2024Q4: 426 shares; 2025Q1: 849 shares; 2025Q2: 1,153 shares; 2025Q3: 1,334 shares; 2025Q4: not loaded; 2026Q1: 1,610 shares; 2026Q2: 1,786 shares; 2026Q3: 1,706 shares 1,706 $520K 0.19% -80 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,032 shares; 2026Q2: 5,600 shares; 2026Q3: 5,600 shares 5,600 $515K 0.19% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,548 shares; 2025Q1: 4,557 shares; 2025Q2: 7,449 shares; 2025Q3: 7,469 shares; 2025Q4: not loaded; 2026Q1: 7,499 shares; 2026Q2: 7,513 shares; 2026Q3: 7,528 shares 7,528 $500K 0.18% +15 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 7,942 shares; 2026Q2: 7,817 shares; 2026Q3: 6,354 shares 6,354 $486K 0.18% -1,463 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,794 shares; 2025Q3: 5,799 shares; 2025Q4: not loaded; 2026Q1: 5,809 shares; 2026Q2: 5,814 shares; 2026Q3: 5,819 shares 5,819 $483K 0.18% +5 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; 2024Q4: 19,118 shares; 2025Q1: 18,762 shares; 2025Q2: 18,763 shares; 2025Q3: 18,176 shares; 2025Q4: not loaded; 2026Q1: 17,461 shares; 2026Q2: 15,916 shares; 2026Q3: 15,916 shares 15,916 $480K 0.18% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,042 shares 26,042 $478K 0.18% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,208 shares; 2025Q1: 3,208 shares; 2025Q2: 3,008 shares; 2025Q3: 2,651 shares; 2025Q4: not loaded; 2026Q1: 2,851 shares; 2026Q2: 3,426 shares; 2026Q3: 3,207 shares 3,207 $476K 0.18% -219 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,939 shares 8,939 $474K 0.17% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,224 shares; 2026Q2: 5,524 shares; 2026Q3: 5,524 shares 5,524 $471K 0.17% 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; 2024Q4: 491 shares; 2025Q1: 569 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: not loaded; 2026Q1: 305 shares; 2026Q2: 2,400 shares; 2026Q3: 2,375 shares 2,375 $463K 0.17% -25 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; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 905 shares; 2026Q2: 905 shares; 2026Q3: 905 shares 905 $461K 0.17% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 818 shares; 2025Q1: 1,542 shares; 2025Q2: 7,375 shares; 2025Q3: 12,493 shares; 2025Q4: not loaded; 2026Q1: 14,190 shares; 2026Q2: 9,320 shares; 2026Q3: 4,592 shares 4,592 $458K 0.17% -4,728 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 78,843 shares; 2025Q3: 78,343 shares; 2025Q4: not loaded; 2026Q1: 67,768 shares; 2026Q2: 45,661 shares; 2026Q3: 30,535 shares 30,535 $455K 0.17% -15,126 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; 2024Q4: 14,888 shares; 2025Q1: 14,283 shares; 2025Q2: 9,527 shares; 2025Q3: 8,377 shares; 2025Q4: not loaded; 2026Q1: 5,145 shares; 2026Q2: 5,145 shares; 2026Q3: 4,534 shares 4,534 $443K 0.16% -611 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,659 shares; 2025Q1: 4,062 shares; 2025Q2: 8,771 shares; 2025Q3: 7,231 shares; 2025Q4: not loaded; 2026Q1: 3,194 shares; 2026Q2: 2,568 shares; 2026Q3: 2,168 shares 2,168 $443K 0.16% -400 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; 2024Q4: 4,454 shares; 2025Q1: 2,602 shares; 2025Q2: 2,410 shares; 2025Q3: 2,259 shares; 2025Q4: not loaded; 2026Q1: 2,296 shares; 2026Q2: 2,305 shares; 2026Q3: 2,308 shares 2,308 $440K 0.16% +3 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,596 shares; 2025Q1: 10,390 shares; 2025Q2: 9,728 shares; 2025Q3: 9,124 shares; 2025Q4: not loaded; 2026Q1: 8,761 shares; 2026Q2: 8,261 shares; 2026Q3: 8,261 shares 8,261 $434K 0.16% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 7,815 shares; 2025Q3: 7,825 shares; 2025Q4: not loaded; 2026Q1: 7,840 shares; 2026Q2: 7,847 shares; 2026Q3: 7,855 shares 7,855 $432K 0.16% +8 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,192 shares; 2025Q1: 4,195 shares; 2025Q2: 4,198 shares; 2025Q3: 4,144 shares; 2025Q4: not loaded; 2026Q1: 4,149 shares; 2026Q2: 4,100 shares; 2026Q3: 4,102 shares 4,102 $428K 0.16% +2 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,149 shares; 2025Q1: 2,108 shares; 2025Q2: 1,922 shares; 2025Q3: 1,934 shares; 2025Q4: not loaded; 2026Q1: 1,861 shares; 2026Q2: 1,861 shares; 2026Q3: 1,848 shares 1,848 $427K 0.16% -13 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,160 shares; 2025Q1: 2,135 shares; 2025Q2: 2,348 shares; 2025Q3: 1,844 shares; 2025Q4: not loaded; 2026Q1: 1,466 shares; 2026Q2: 2,315 shares; 2026Q3: 2,314 shares 2,314 $414K 0.15% -1 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; 2024Q4: 11,008 shares; 2025Q1: 8,702 shares; 2025Q2: 4,657 shares; 2025Q3: 4,596 shares; 2025Q4: not loaded; 2026Q1: 2,666 shares; 2026Q2: 2,666 shares; 2026Q3: 2,666 shares 2,666 $397K 0.15% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 5,068 shares; 2026Q3: 5,068 shares 5,068 $395K 0.15% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 899 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: not loaded; 2026Q1: 808 shares; 2026Q2: 808 shares; 2026Q3: 808 shares 808 $394K 0.15% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,153 shares; 2025Q1: 3,162 shares; 2025Q2: 6,909 shares; 2025Q3: 6,926 shares; 2025Q4: not loaded; 2026Q1: 6,963 shares; 2026Q2: 7,021 shares; 2026Q3: 7,041 shares 7,041 $393K 0.14% +20 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,269 shares 5,269 $392K 0.14% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,411 shares; 2025Q1: 7,028 shares; 2025Q2: 6,681 shares; 2025Q3: 7,021 shares; 2025Q4: not loaded; 2026Q1: 5,451 shares; 2026Q2: 4,295 shares; 2026Q3: 3,793 shares 3,793 $388K 0.14% -502 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,509 shares; 2025Q2: 6,838 shares; 2025Q3: 6,809 shares; 2025Q4: not loaded; 2026Q1: 6,884 shares; 2026Q2: 3,030 shares; 2026Q3: 2,215 shares 2,215 $387K 0.14% -815 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,104 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 4,969 shares; 2025Q4: not loaded; 2026Q1: 4,820 shares; 2026Q2: 3,635 shares; 2026Q3: 3,635 shares 3,635 $377K 0.14% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,360 shares; 2025Q1: 7,865 shares; 2025Q2: 4,848 shares; 2025Q3: 4,827 shares; 2025Q4: not loaded; 2026Q1: 4,775 shares; 2026Q2: 4,775 shares; 2026Q3: 4,775 shares 4,775 $369K 0.14% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,686 shares; 2025Q1: 14,657 shares; 2025Q2: 5,077 shares; 2025Q3: 5,049 shares; 2025Q4: not loaded; 2026Q1: 3,977 shares; 2026Q2: 3,902 shares; 2026Q3: 3,902 shares 3,902 $359K 0.13% 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; 2024Q4: 3,178 shares; 2025Q1: 3,469 shares; 2025Q2: 3,720 shares; 2025Q3: 3,343 shares; 2025Q4: not loaded; 2026Q1: 2,087 shares; 2026Q2: 1,827 shares; 2026Q3: 1,487 shares 1,487 $357K 0.13% -340 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,322 shares; 2025Q1: 83,561 shares; 2025Q2: 60,975 shares; 2025Q3: 92,611 shares; 2025Q4: not loaded; 2026Q1: 30,854 shares; 2026Q2: 26,587 shares; 2026Q3: 26,587 shares 26,587 $357K 0.13% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,274 shares; 2025Q1: 25,418 shares; 2025Q2: 19,196 shares; 2025Q3: 19,071 shares; 2025Q4: not loaded; 2026Q1: 11,127 shares; 2026Q2: 9,627 shares; 2026Q3: 8,627 shares 8,627 $353K 0.13% -1,000 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 440 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 3,040 shares; 2026Q3: 4,040 shares 4,040 $346K 0.13% +1,000 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,247 shares 3,247 $346K 0.13% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,353 shares; 2025Q1: 7,363 shares; 2025Q2: 7,372 shares; 2025Q3: 7,381 shares; 2025Q4: not loaded; 2026Q1: 7,397 shares; 2026Q2: 7,404 shares; 2026Q3: 7,411 shares 7,411 $345K 0.13% +7 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,130 shares; 2025Q1: 3,983 shares; 2025Q2: 2,983 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,811 shares; 2026Q3: 2,811 shares 2,811 $338K 0.12% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,193 shares; 2025Q1: 5,188 shares; 2025Q2: 4,463 shares; 2025Q3: 3,355 shares; 2025Q4: not loaded; 2026Q1: 3,173 shares; 2026Q2: 3,173 shares; 2026Q3: 3,173 shares 3,173 $336K 0.12% 0 Timeline IDLV 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; 2024Q4: 16,900 shares; 2025Q1: 16,358 shares; 2025Q2: 16,358 shares; 2025Q3: 12,451 shares; 2025Q4: not loaded; 2026Q1: 10,947 shares; 2026Q2: 9,875 shares; 2026Q3: 9,806 shares 9,806 $335K 0.12% -69 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 92 shares; 2025Q4: not loaded; 2026Q1: 141 shares; 2026Q2: 162 shares; 2026Q3: 193 shares 193 $334K 0.12% +31 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: not loaded; 2026Q1: 713 shares; 2026Q2: 3,565 shares; 2026Q3: 3,565 shares 3,565 $330K 0.12% 0 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,900 shares; 2025Q1: 39,100 shares; 2025Q2: 39,100 shares; 2025Q3: 39,100 shares; 2025Q4: not loaded; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares; 2026Q3: 11,000 shares 11,000 $327K 0.12% 0 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,253 shares; 2025Q1: 8,675 shares; 2025Q2: 8,228 shares; 2025Q3: 8,094 shares; 2025Q4: not loaded; 2026Q1: 6,907 shares; 2026Q2: 6,907 shares; 2026Q3: 6,845 shares 6,845 $324K 0.12% -62 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,992 shares; 2025Q1: 12,875 shares; 2025Q2: 10,443 shares; 2025Q3: 11,318 shares; 2025Q4: not loaded; 2026Q1: 7,736 shares; 2026Q2: 7,736 shares; 2026Q3: 7,736 shares 7,736 $318K 0.12% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 2,240 shares; 2026Q2: 2,990 shares; 2026Q3: 3,190 shares 3,190 $315K 0.12% +200 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,101 shares; 2025Q1: 30,851 shares; 2025Q2: 47,086 shares; 2025Q3: 74,910 shares; 2025Q4: not loaded; 2026Q1: 26,270 shares; 2026Q2: 16,942 shares; 2026Q3: 14,942 shares 14,942 $312K 0.11% -2,000 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 3,972 shares; 2025Q3: 3,974 shares; 2025Q4: not loaded; 2026Q1: 3,979 shares; 2026Q2: 3,981 shares; 2026Q3: 3,984 shares 3,984 $308K 0.11% +3 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; 2024Q4: 2,241 shares; 2025Q1: 2,243 shares; 2025Q2: 2,245 shares; 2025Q3: 2,247 shares; 2025Q4: not loaded; 2026Q1: 2,251 shares; 2026Q2: 2,253 shares; 2026Q3: 2,255 shares 2,255 $298K 0.11% +2 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 783 shares; 2025Q1: 574 shares; 2025Q2: 185 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 4,855 shares; 2026Q3: 4,855 shares 4,855 $297K 0.11% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,041 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: not loaded; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares; 2026Q3: 1,056 shares 1,056 $292K 0.11% -115 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,968 shares; 2025Q1: 20,417 shares; 2025Q2: 19,431 shares; 2025Q3: 16,447 shares; 2025Q4: not loaded; 2026Q1: 13,829 shares; 2026Q2: 12,191 shares; 2026Q3: 11,962 shares 11,962 $292K 0.11% -229 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 658 shares; 2026Q2: 658 shares; 2026Q3: 658 shares 658 $284K 0.1% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,485 shares; 2025Q1: 1,476 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: not loaded; 2026Q1: 1,476 shares; 2026Q2: 1,476 shares; 2026Q3: 1,374 shares 1,374 $282K 0.1% -102 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 638 shares; 2026Q3: 637 shares 637 $280K 0.1% -1 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 22,500 shares; 2026Q3: 22,500 shares 22,500 $277K 0.1% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 912 shares 912 $276K 0.1% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,332 shares; 2025Q1: 2,685 shares; 2025Q2: 10,976 shares; 2025Q3: 11,722 shares; 2025Q4: not loaded; 2026Q1: 13,374 shares; 2026Q2: not reported; 2026Q3: 13,697 shares 13,697 $276K 0.1% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,269 shares 3,269 $271K 0.1% new Timeline HGBL HERITAGE GLOBAL INC More: the full row for HERITAGE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,577 shares; 2025Q1: 241,165 shares; 2025Q2: 241,165 shares; 2025Q3: 241,165 shares; 2025Q4: not loaded; 2026Q1: 237,165 shares; 2026Q2: 222,165 shares; 2026Q3: 207,165 shares 207,165 $269K 0.1% -15,000 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,321 shares; 2025Q1: 2,836 shares; 2025Q2: 1,425 shares; 2025Q3: 1,423 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 966 shares 966 $258K 0.1% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,387 shares; 2025Q1: 5,035 shares; 2025Q2: 4,832 shares; 2025Q3: 4,091 shares; 2025Q4: not loaded; 2026Q1: 3,335 shares; 2026Q2: 2,911 shares; 2026Q3: 2,862 shares 2,862 $256K 0.09% -49 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 2,544 shares; 2026Q2: 2,444 shares; 2026Q3: 2,074 shares 2,074 $251K 0.09% -370 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: not loaded; 2026Q1: 1,238 shares; 2026Q2: 1,238 shares; 2026Q3: 1,238 shares 1,238 $249K 0.09% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,136 shares; 2025Q1: 29,865 shares; 2025Q2: 6,560 shares; 2025Q3: 8,298 shares; 2025Q4: not loaded; 2026Q1: 3,473 shares; 2026Q2: 3,347 shares; 2026Q3: 3,347 shares 3,347 $235K 0.09% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,213 shares; 2025Q1: 5,213 shares; 2025Q2: 5,213 shares; 2025Q3: 5,213 shares; 2025Q4: not loaded; 2026Q1: 5,213 shares; 2026Q2: 5,213 shares; 2026Q3: 5,213 shares 5,213 $232K 0.09% 0 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,911 shares; 2025Q4: not loaded; 2026Q1: 10,323 shares; 2026Q2: 6,763 shares; 2026Q3: 3,697 shares 3,697 $228K 0.08% -3,066 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,944 shares; 2025Q1: 6,344 shares; 2025Q2: 2,106 shares; 2025Q3: 1,762 shares; 2025Q4: not loaded; 2026Q1: 1,206 shares; 2026Q2: 1,206 shares; 2026Q3: 1,206 shares 1,206 $224K 0.08% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,107 shares; 2025Q1: 4,051 shares; 2025Q2: 4,051 shares; 2025Q3: 4,051 shares; 2025Q4: not loaded; 2026Q1: 4,151 shares; 2026Q2: 4,051 shares; 2026Q3: 4,051 shares 4,051 $220K 0.08% 0 Timeline VNQI 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; 2024Q4: 2,162 shares; 2025Q1: 2,592 shares; 2025Q2: 3,604 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 4,676 shares; 2026Q2: 4,878 shares; 2026Q3: 5,100 shares 5,100 $217K 0.08% +222 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; 2024Q4: 145 shares; 2025Q1: 148 shares; 2025Q2: 159 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 216 shares; 2026Q3: 234 shares 234 $213K 0.08% +18 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,735 shares; 2025Q1: 19,648 shares; 2025Q2: 8,412 shares; 2025Q3: 8,397 shares; 2025Q4: not loaded; 2026Q1: 4,555 shares; 2026Q2: not reported; 2026Q3: 3,561 shares 3,561 $208K 0.08% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: not loaded; 2026Q1: 1,188 shares; 2026Q2: not reported; 2026Q3: 1,132 shares 1,132 $208K 0.08% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 392 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 638 shares 638 $206K 0.08% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84 shares; 2025Q1: 184 shares; 2025Q2: 684 shares; 2025Q3: 3,472 shares; 2025Q4: not loaded; 2026Q1: 3,472 shares; 2026Q2: 2,886 shares; 2026Q3: 2,402 shares 2,402 $206K 0.08% -484 Timeline GRSD GRANDSTAND LTD More: the full row for GRANDSTAND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 85,000 shares; 2026Q2: 135,000 shares; 2026Q3: 135,000 shares 135,000 $204K 0.08% 0 Timeline