AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,301 shares; 2024Q4: 199,870 shares; 2025Q1: 214,247 shares; 2025Q2: 200,407 shares; 2025Q3: 174,806 shares; 2025Q4: 165,388 shares; 2026Q1: 159,685 shares; 2026Q2: 149,339 shares 149,339 $56.4M 6.58% -10,346 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,093 shares; 2024Q4: 250,364 shares; 2025Q1: 296,880 shares; 2025Q2: 293,384 shares; 2025Q3: 278,793 shares; 2025Q4: 248,014 shares; 2026Q1: 229,231 shares; 2026Q2: 217,244 shares 217,244 $43.5M 5.07% -11,987 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: 88,924 shares; 2024Q4: 87,023 shares; 2025Q1: 115,269 shares; 2025Q2: 118,740 shares; 2025Q3: 117,645 shares; 2025Q4: 108,861 shares; 2026Q1: 114,198 shares; 2026Q2: 106,530 shares 106,530 $38.1M 4.44% -7,668 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: 127,471 shares; 2024Q4: 124,675 shares; 2025Q1: 151,663 shares; 2025Q2: 144,602 shares; 2025Q3: 143,423 shares; 2025Q4: 139,965 shares; 2026Q1: 143,368 shares; 2026Q2: 133,600 shares 133,600 $31.8M 3.72% -9,768 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: 86,193 shares; 2024Q4: 78,572 shares; 2025Q1: 90,000 shares; 2025Q2: 88,570 shares; 2025Q3: 86,576 shares; 2025Q4: 78,927 shares; 2026Q1: 77,536 shares; 2026Q2: 72,401 shares 72,401 $30.5M 3.55% -5,135 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,767 shares; 2024Q4: 12,009 shares; 2025Q1: 14,845 shares; 2025Q2: 14,908 shares; 2025Q3: 14,785 shares; 2025Q4: 15,107 shares; 2026Q1: 15,314 shares; 2026Q2: 15,391 shares 15,391 $26.1M 3.05% +77 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: 30,020 shares; 2024Q4: 29,201 shares; 2025Q1: 34,727 shares; 2025Q2: 34,698 shares; 2025Q3: 33,884 shares; 2025Q4: 318,586 shares; 2026Q1: 346,264 shares; 2026Q2: 337,079 shares 337,079 $24.1M 2.81% -9,185 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,512 shares; 2024Q4: 189,674 shares; 2025Q1: 192,248 shares; 2025Q2: 165,972 shares; 2025Q3: 184,959 shares; 2025Q4: 202,919 shares; 2026Q1: 201,707 shares; 2026Q2: 205,251 shares 205,251 $22.1M 2.58% +3,544 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: 91,353 shares; 2024Q4: 88,014 shares; 2025Q1: 106,542 shares; 2025Q2: 108,161 shares; 2025Q3: 87,075 shares; 2025Q4: 77,610 shares; 2026Q1: 79,811 shares; 2026Q2: 74,788 shares 74,788 $21.6M 2.53% -5,023 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: 40,632 shares; 2024Q4: 40,660 shares; 2025Q1: 48,887 shares; 2025Q2: 49,009 shares; 2025Q3: 52,146 shares; 2025Q4: 48,404 shares; 2026Q1: 49,170 shares; 2026Q2: 49,395 shares 49,395 $19.6M 2.29% +225 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,602 shares; 2024Q4: 53,389 shares; 2025Q1: 54,016 shares; 2025Q2: 53,966 shares; 2025Q3: 50,855 shares; 2025Q4: 48,985 shares; 2026Q1: 75,907 shares; 2026Q2: 78,701 shares 78,701 $19.3M 2.25% +2,794 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: 41,226 shares; 2024Q4: 40,946 shares; 2025Q1: 41,656 shares; 2025Q2: 44,252 shares; 2025Q3: 44,588 shares; 2025Q4: 43,565 shares; 2026Q1: 25,801 shares; 2026Q2: 16,216 shares 16,216 $18.7M 2.18% -9,585 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: 14,292 shares; 2024Q4: 13,689 shares; 2025Q1: 17,412 shares; 2025Q2: 17,297 shares; 2025Q3: 17,271 shares; 2025Q4: 17,826 shares; 2026Q1: 18,666 shares; 2026Q2: 18,809 shares 18,809 $17.6M 2.05% +143 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,396 shares; 2025Q3: 24,591 shares; 2025Q4: 26,624 shares; 2026Q1: 45,741 shares; 2026Q2: 43,964 shares 43,964 $15.6M 1.82% -1,777 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,940 shares; 2024Q4: 176,496 shares; 2025Q1: 171,133 shares; 2025Q2: 125,882 shares; 2025Q3: 136,837 shares; 2025Q4: 140,319 shares; 2026Q1: 141,308 shares; 2026Q2: 140,107 shares 140,107 $14.9M 1.74% -1,201 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,352 shares; 2024Q4: 133,284 shares; 2025Q1: 135,957 shares; 2025Q2: 142,840 shares; 2025Q3: 143,840 shares; 2025Q4: 162,417 shares; 2026Q1: 228,256 shares; 2026Q2: 217,262 shares 217,262 $14.8M 1.73% -10,994 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,083 shares; 2024Q4: 283,724 shares; 2025Q1: 328,899 shares; 2025Q2: 265,937 shares; 2025Q3: 232,090 shares; 2025Q4: 281,447 shares; 2026Q1: 278,292 shares; 2026Q2: 252,501 shares 252,501 $14.6M 1.7% -25,791 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,067 shares; 2024Q4: 13,018 shares; 2025Q1: 24,098 shares; 2025Q2: 24,615 shares; 2025Q3: 24,652 shares; 2025Q4: 21,078 shares; 2026Q1: 22,713 shares; 2026Q2: 18,871 shares 18,871 $14.4M 1.68% -3,842 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,814 shares; 2024Q4: 95,141 shares; 2025Q1: 94,020 shares; 2025Q2: 94,386 shares; 2025Q3: 105,582 shares; 2025Q4: 130,527 shares; 2026Q1: 138,668 shares; 2026Q2: 127,150 shares 127,150 $12.6M 1.47% -11,518 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: 26,724 shares; 2024Q4: 27,095 shares; 2025Q1: 27,299 shares; 2025Q2: 28,342 shares; 2025Q3: 28,303 shares; 2025Q4: 27,903 shares; 2026Q1: 27,039 shares; 2026Q2: 21,661 shares 21,661 $12.6M 1.47% -5,378 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,891 shares; 2025Q1: 60,223 shares; 2025Q2: 63,548 shares; 2025Q3: 63,983 shares; 2025Q4: 58,185 shares; 2026Q1: 56,137 shares; 2026Q2: 45,872 shares 45,872 $11.9M 1.39% -10,265 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,393 shares; 2024Q4: 17,984 shares; 2025Q1: 37,448 shares; 2025Q2: 38,283 shares; 2025Q3: 38,447 shares; 2025Q4: 35,928 shares; 2026Q1: 34,848 shares; 2026Q2: 28,177 shares 28,177 $11.2M 1.31% -6,671 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,236 shares; 2024Q4: 76,209 shares; 2025Q1: 76,284 shares; 2025Q2: 69,887 shares; 2025Q3: 68,759 shares; 2025Q4: 67,393 shares; 2026Q1: 70,241 shares; 2026Q2: 68,957 shares 68,957 $10.6M 1.24% -1,284 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; 2024Q3: 16,459 shares; 2024Q4: 15,928 shares; 2025Q1: 24,272 shares; 2025Q2: 24,518 shares; 2025Q3: 24,462 shares; 2025Q4: 22,189 shares; 2026Q1: 24,312 shares; 2026Q2: 23,039 shares 23,039 $10.6M 1.23% -1,273 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,865 shares; 2024Q4: 32,758 shares; 2025Q1: 60,196 shares; 2025Q2: 63,000 shares; 2025Q3: 63,205 shares; 2025Q4: 56,510 shares; 2026Q1: 54,628 shares; 2026Q2: 47,264 shares 47,264 $10.1M 1.17% -7,364 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,275 shares; 2024Q4: 53,705 shares; 2025Q1: 115,112 shares; 2025Q2: 120,353 shares; 2025Q3: 128,606 shares; 2025Q4: 136,821 shares; 2026Q1: 134,727 shares; 2026Q2: 103,786 shares 103,786 $9.81M 1.15% -30,941 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: 11,785 shares; 2024Q4: 10,692 shares; 2025Q1: 10,834 shares; 2025Q2: 10,822 shares; 2025Q3: 10,889 shares; 2025Q4: 10,941 shares; 2026Q1: 10,647 shares; 2026Q2: 9,205 shares 9,205 $9.8M 1.14% -1,442 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,265 shares; 2024Q4: 52,301 shares; 2025Q1: 51,496 shares; 2025Q2: 51,830 shares; 2025Q3: 58,139 shares; 2025Q4: 72,253 shares; 2026Q1: 77,002 shares; 2026Q2: 80,469 shares 80,469 $8.81M 1.03% +3,467 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,842 shares; 2024Q4: 57,805 shares; 2025Q1: 78,316 shares; 2025Q2: 55,198 shares; 2025Q3: 56,196 shares; 2025Q4: 53,097 shares; 2026Q1: 52,174 shares; 2026Q2: 48,067 shares 48,067 $8.45M 0.99% -4,107 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,248 shares; 2024Q4: 4,360 shares; 2025Q1: 4,447 shares; 2025Q2: 4,420 shares; 2025Q3: 4,461 shares; 2025Q4: 4,309 shares; 2026Q1: 4,342 shares; 2026Q2: 4,052 shares 4,052 $8.06M 0.94% -290 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,237 shares; 2025Q2: 18,083 shares; 2025Q3: 18,021 shares; 2025Q4: 27,301 shares; 2026Q1: 28,492 shares; 2026Q2: 28,237 shares 28,237 $8.05M 0.94% -255 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,868 shares; 2024Q4: 7,998 shares; 2025Q1: 14,399 shares; 2025Q2: 14,739 shares; 2025Q3: 14,879 shares; 2025Q4: 14,623 shares; 2026Q1: 14,440 shares; 2026Q2: 12,654 shares 12,654 $8.03M 0.94% -1,786 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT 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: 53,724 shares; 2026Q2: 52,547 shares 52,547 $7.88M 0.92% -1,177 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,979 shares; 2024Q4: 33,156 shares; 2025Q1: 31,731 shares; 2025Q2: 32,358 shares; 2025Q3: 30,896 shares; 2025Q4: 29,355 shares; 2026Q1: 30,876 shares; 2026Q2: 30,720 shares 30,720 $7.82M 0.91% -156 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 2,256 shares; 2025Q1: 4,240 shares; 2025Q2: 4,469 shares; 2025Q3: 4,529 shares; 2025Q4: 4,426 shares; 2026Q1: 6,054 shares; 2026Q2: 6,065 shares 6,065 $7.75M 0.9% +11 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: 72,636 shares; 2024Q4: 65,942 shares; 2025Q1: 65,863 shares; 2025Q2: 62,692 shares; 2025Q3: 60,431 shares; 2025Q4: 60,677 shares; 2026Q1: 66,554 shares; 2026Q2: 66,126 shares 66,126 $7.49M 0.87% -428 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: 27,655 shares; 2024Q4: 22,960 shares; 2025Q1: 22,522 shares; 2025Q2: 22,383 shares; 2025Q3: 22,166 shares; 2025Q4: 21,569 shares; 2026Q1: 21,128 shares; 2026Q2: 21,072 shares 21,072 $7.45M 0.87% -56 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: 13,418 shares; 2024Q4: 12,101 shares; 2025Q1: 12,277 shares; 2025Q2: 11,988 shares; 2025Q3: 11,650 shares; 2025Q4: 12,346 shares; 2026Q1: 13,788 shares; 2026Q2: 14,504 shares 14,504 $7.26M 0.85% +716 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,807 shares; 2026Q2: 99,030 shares 99,030 $7.15M 0.83% -5,777 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; 2024Q3: 58,718 shares; 2024Q4: 62,237 shares; 2025Q1: 58,153 shares; 2025Q2: 58,010 shares; 2025Q3: 65,545 shares; 2025Q4: 81,021 shares; 2026Q1: 87,230 shares; 2026Q2: 91,262 shares 91,262 $7.11M 0.83% +4,032 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,449 shares; 2024Q4: 6,126 shares; 2025Q1: 15,584 shares; 2025Q2: 16,222 shares; 2025Q3: 18,004 shares; 2025Q4: 19,125 shares; 2026Q1: 18,626 shares; 2026Q2: 15,500 shares 15,500 $6.91M 0.81% -3,126 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: 19,625 shares; 2024Q4: 17,403 shares; 2025Q1: 17,605 shares; 2025Q2: 17,472 shares; 2025Q3: 16,292 shares; 2025Q4: 16,402 shares; 2026Q1: 17,023 shares; 2026Q2: 17,878 shares 17,878 $6.67M 0.78% +855 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: 39,055 shares; 2024Q4: 37,692 shares; 2025Q1: 38,383 shares; 2025Q2: 38,307 shares; 2025Q3: 38,941 shares; 2025Q4: 39,215 shares; 2026Q1: 44,444 shares; 2026Q2: 43,974 shares 43,974 $6.66M 0.78% -470 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,355 shares; 2024Q4: 12,765 shares; 2025Q1: 19,480 shares; 2025Q2: 12,409 shares; 2025Q3: 12,538 shares; 2025Q4: 11,536 shares; 2026Q1: 11,217 shares; 2026Q2: 10,613 shares 10,613 $6.62M 0.77% -604 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,639 shares; 2024Q4: 11,636 shares; 2025Q1: 11,834 shares; 2025Q2: 11,814 shares; 2025Q3: 11,300 shares; 2025Q4: 11,344 shares; 2026Q1: 12,307 shares; 2026Q2: 13,274 shares 13,274 $6.59M 0.77% +967 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,234 shares; 2024Q4: 12,199 shares; 2025Q1: 24,047 shares; 2025Q2: 24,464 shares; 2025Q3: 24,452 shares; 2025Q4: 25,761 shares; 2026Q1: 33,002 shares; 2026Q2: 34,572 shares 34,572 $6.14M 0.72% +1,570 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,399 shares; 2024Q4: 18,134 shares; 2025Q1: 17,170 shares; 2025Q2: 18,028 shares; 2025Q3: 17,014 shares; 2025Q4: 15,708 shares; 2026Q1: 15,702 shares; 2026Q2: 18,197 shares 18,197 $6.11M 0.71% +2,495 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: 18,576 shares; 2024Q4: 17,294 shares; 2025Q1: 17,653 shares; 2025Q2: 17,157 shares; 2025Q3: 17,523 shares; 2025Q4: 18,852 shares; 2026Q1: 22,171 shares; 2026Q2: 20,092 shares 20,092 $5.99M 0.7% -2,079 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: 11,340 shares; 2024Q4: 11,290 shares; 2025Q1: 21,118 shares; 2025Q2: 21,442 shares; 2025Q3: 21,574 shares; 2025Q4: 20,349 shares; 2026Q1: 19,871 shares; 2026Q2: 17,060 shares 17,060 $5.82M 0.68% -2,811 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,081 shares; 2024Q4: 15,385 shares; 2025Q1: 15,583 shares; 2025Q2: 15,379 shares; 2025Q3: 15,152 shares; 2025Q4: 15,278 shares; 2026Q1: 16,809 shares; 2026Q2: 17,519 shares 17,519 $5.78M 0.68% +710 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,226 shares; 2024Q4: 16,760 shares; 2025Q1: 32,877 shares; 2025Q2: 35,565 shares; 2025Q3: 44,076 shares; 2025Q4: 41,600 shares; 2026Q1: 43,546 shares; 2026Q2: 41,841 shares 41,841 $5.71M 0.67% -1,705 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,509 shares; 2025Q3: 11,732 shares; 2025Q4: 11,746 shares; 2026Q1: 12,319 shares; 2026Q2: 11,599 shares 11,599 $5.54M 0.65% -720 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,478 shares; 2025Q3: 3,535 shares; 2025Q4: 3,766 shares; 2026Q1: 4,206 shares; 2026Q2: 4,509 shares 4,509 $5.41M 0.63% +303 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,780 shares; 2024Q4: 11,999 shares; 2025Q1: 12,152 shares; 2025Q2: 12,207 shares; 2025Q3: 12,095 shares; 2025Q4: 12,067 shares; 2026Q1: 13,363 shares; 2026Q2: 15,476 shares 15,476 $5.33M 0.62% +2,113 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 17,461 shares; 2026Q2: 17,697 shares 17,697 $5.33M 0.62% +236 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,315 shares; 2024Q4: 10,224 shares; 2025Q1: 10,379 shares; 2025Q2: 10,498 shares; 2025Q3: 10,689 shares; 2025Q4: 11,009 shares; 2026Q1: 14,061 shares; 2026Q2: 14,122 shares 14,122 $5.3M 0.62% +61 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,629 shares; 2024Q4: 35,398 shares; 2025Q1: 33,167 shares; 2025Q2: 33,130 shares; 2025Q3: 37,419 shares; 2025Q4: 46,457 shares; 2026Q1: 49,494 shares; 2026Q2: 51,614 shares 51,614 $5.27M 0.62% +2,120 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 40,620 shares; 2025Q4: 24,050 shares; 2026Q1: 59,847 shares; 2026Q2: 64,781 shares 64,781 $5.2M 0.61% +4,934 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,592 shares; 2024Q4: 446,251 shares; 2025Q1: 388,814 shares; 2025Q2: 121,218 shares; 2025Q3: 120,866 shares; 2025Q4: 84,944 shares; 2026Q1: 46,255 shares; 2026Q2: 51,157 shares 51,157 $5.15M 0.6% +4,902 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,740 shares; 2025Q3: 68,044 shares; 2025Q4: 58,249 shares; 2026Q1: 108,193 shares; 2026Q2: 115,946 shares 115,946 $5.09M 0.59% +7,753 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,910 shares; 2024Q4: 61,575 shares; 2025Q1: 65,244 shares; 2025Q2: 75,396 shares; 2025Q3: 73,287 shares; 2025Q4: 76,630 shares; 2026Q1: 91,223 shares; 2026Q2: 92,894 shares 92,894 $5.07M 0.59% +1,671 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: 12,841 shares; 2024Q4: 12,476 shares; 2025Q1: 12,697 shares; 2025Q2: 12,221 shares; 2025Q3: 12,487 shares; 2025Q4: 12,579 shares; 2026Q1: 13,312 shares; 2026Q2: 13,544 shares 13,544 $4.9M 0.57% +232 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 107,502 shares; 2025Q4: 122,495 shares; 2026Q1: 121,500 shares; 2026Q2: 107,659 shares 107,659 $4.84M 0.56% -13,841 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: 7,520 shares; 2024Q4: 7,447 shares; 2025Q1: 7,330 shares; 2025Q2: 7,442 shares; 2025Q3: 7,352 shares; 2025Q4: 7,391 shares; 2026Q1: 8,061 shares; 2026Q2: 9,640 shares 9,640 $4.84M 0.56% +1,579 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,280 shares; 2024Q4: 7,111 shares; 2025Q1: 7,217 shares; 2025Q2: 7,256 shares; 2025Q3: 7,164 shares; 2025Q4: 7,348 shares; 2026Q1: 8,532 shares; 2026Q2: 10,405 shares 10,405 $4.71M 0.55% +1,873 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,886 shares; 2024Q4: 131,115 shares; 2025Q1: 129,875 shares; 2025Q2: 125,814 shares; 2025Q3: 125,477 shares; 2025Q4: 120,871 shares; 2026Q1: 144,903 shares; 2026Q2: 144,318 shares 144,318 $4.68M 0.55% -585 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,074 shares; 2024Q4: 13,487 shares; 2025Q1: 13,991 shares; 2025Q2: 13,555 shares; 2025Q3: 13,558 shares; 2025Q4: 13,714 shares; 2026Q1: 16,848 shares; 2026Q2: 17,121 shares 17,121 $4.64M 0.54% +273 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,680 shares; 2024Q4: 48,727 shares; 2025Q1: 48,761 shares; 2025Q2: 45,346 shares; 2025Q3: 42,022 shares; 2025Q4: 36,823 shares; 2026Q1: 47,706 shares; 2026Q2: 49,696 shares 49,696 $4.62M 0.54% +1,990 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; 2024Q3: 13,529 shares; 2024Q4: 12,981 shares; 2025Q1: 13,238 shares; 2025Q2: 13,096 shares; 2025Q3: 13,392 shares; 2025Q4: 13,511 shares; 2026Q1: 16,132 shares; 2026Q2: 19,057 shares 19,057 $4.2M 0.49% +2,925 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,452 shares; 2026Q2: 12,075 shares 12,075 $4.04M 0.47% +623 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,468 shares; 2024Q4: 12,315 shares; 2025Q1: 12,529 shares; 2025Q2: 12,248 shares; 2025Q3: 12,497 shares; 2025Q4: 12,762 shares; 2026Q1: 14,469 shares; 2026Q2: 14,809 shares 14,809 $4.03M 0.47% +340 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,754 shares; 2025Q4: 4,972 shares; 2026Q1: 7,388 shares; 2026Q2: 7,657 shares 7,657 $3.79M 0.44% +269 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,877 shares; 2024Q4: 57,109 shares; 2025Q1: 43,556 shares; 2025Q2: 39,385 shares; 2025Q3: 38,297 shares; 2025Q4: 28,235 shares; 2026Q1: 27,237 shares; 2026Q2: 21,849 shares 21,849 $3.16M 0.37% -5,388 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,150 shares; 2025Q3: 39,020 shares; 2025Q4: 38,714 shares; 2026Q1: 40,457 shares; 2026Q2: 42,500 shares 42,500 $2.92M 0.34% +2,043 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 1,111 shares; 2025Q4: 1,516 shares; 2026Q1: 2,145 shares; 2026Q2: 2,414 shares 2,414 $2.84M 0.33% +269 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,140 shares; 2026Q2: 16,806 shares 16,806 $2.37M 0.28% +6,666 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,296 shares; 2025Q1: 34,473 shares; 2025Q2: 35,638 shares; 2025Q3: 35,023 shares; 2025Q4: 35,434 shares; 2026Q1: 36,913 shares; 2026Q2: 37,921 shares 37,921 $2.33M 0.27% +1,008 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,835 shares; 2024Q4: 18,526 shares; 2025Q1: 13,542 shares; 2025Q2: 13,243 shares; 2025Q3: 12,949 shares; 2025Q4: 12,786 shares; 2026Q1: 11,350 shares; 2026Q2: 9,346 shares 9,346 $1.87M 0.22% -2,004 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,510 shares; 2024Q4: 23,163 shares; 2025Q1: 43,757 shares; 2025Q2: 48,978 shares; 2025Q3: 49,029 shares; 2025Q4: 44,278 shares; 2026Q1: 7,804 shares; 2026Q2: 7,784 shares 7,784 $1.84M 0.21% -20 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,554 shares; 2025Q2: 92,554 shares; 2025Q3: 92,554 shares; 2025Q4: 92,554 shares; 2026Q1: 92,554 shares; 2026Q2: 92,554 shares 92,554 $1.66M 0.19% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,494 shares; 2024Q4: 19,338 shares; 2025Q1: 15,797 shares; 2025Q2: 15,988 shares; 2025Q3: 16,331 shares; 2025Q4: 17,279 shares; 2026Q1: 17,149 shares; 2026Q2: 17,190 shares 17,190 $1.66M 0.19% +41 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,869 shares; 2024Q4: 298,028 shares; 2025Q1: 261,507 shares; 2025Q2: 66,501 shares; 2025Q3: 71,885 shares; 2025Q4: 48,227 shares; 2026Q1: 27,325 shares; 2026Q2: 29,195 shares 29,195 $1.48M 0.17% +1,870 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,848 shares; 2024Q4: 14,587 shares; 2025Q1: 12,516 shares; 2025Q2: 12,215 shares; 2025Q3: 9,988 shares; 2025Q4: 9,335 shares; 2026Q1: 8,425 shares; 2026Q2: 7,292 shares 7,292 $1.41M 0.16% -1,133 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 5,537 shares 5,537 $1.24M 0.14% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 5,530 shares 5,530 $1.22M 0.14% new 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: 9,536 shares; 2024Q4: 8,830 shares; 2025Q1: 8,830 shares; 2025Q2: 8,830 shares; 2025Q3: 8,830 shares; 2025Q4: 8,830 shares; 2026Q1: 8,404 shares; 2026Q2: 8,404 shares 8,404 $1.15M 0.13% 0 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; 2024Q3: 1,278 shares; 2024Q4: 1,278 shares; 2025Q1: not reported; 2025Q2: 1,278 shares; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278 $924K 0.11% 0 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,691 shares; 2024Q4: 25,222 shares; 2025Q1: 21,090 shares; 2025Q2: 20,722 shares; 2025Q3: 19,509 shares; 2025Q4: 17,810 shares; 2026Q1: 10,082 shares; 2026Q2: 8,092 shares 8,092 $913K 0.11% -1,990 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: 11,395 shares; 2024Q4: 11,395 shares; 2025Q1: 11,395 shares; 2025Q2: 11,395 shares; 2025Q3: 11,395 shares; 2025Q4: 11,395 shares; 2026Q1: 11,395 shares; 2026Q2: 11,395 shares 11,395 $879K 0.1% 0 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: 115,184 shares; 2024Q4: 148,675 shares; 2025Q1: 171,678 shares; 2025Q2: 57,645 shares; 2025Q3: 65,989 shares; 2025Q4: 45,217 shares; 2026Q1: 26,027 shares; 2026Q2: 30,041 shares 30,041 $871K 0.1% +4,014 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; 2024Q3: 22,594 shares; 2024Q4: 20,881 shares; 2025Q1: 16,498 shares; 2025Q2: 16,054 shares; 2025Q3: 16,539 shares; 2025Q4: 17,848 shares; 2026Q1: 18,843 shares; 2026Q2: 19,294 shares 19,294 $865K 0.1% +451 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; 2024Q3: 23,172 shares; 2024Q4: 23,587 shares; 2025Q1: 16,562 shares; 2025Q2: 15,314 shares; 2025Q3: 15,571 shares; 2025Q4: 15,191 shares; 2026Q1: 10,811 shares; 2026Q2: 9,271 shares 9,271 $776K 0.09% -1,540 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,116 shares; 2024Q4: 22,352 shares; 2025Q1: 17,809 shares; 2025Q2: 17,381 shares; 2025Q3: 18,110 shares; 2025Q4: 18,516 shares; 2026Q1: 18,074 shares; 2026Q2: 17,671 shares 17,671 $772K 0.09% -403 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: 14,546 shares; 2024Q4: 14,546 shares; 2025Q1: 14,546 shares; 2025Q2: 14,546 shares; 2025Q3: 14,546 shares; 2025Q4: 14,546 shares; 2026Q1: 14,546 shares; 2026Q2: 14,250 shares 14,250 $764K 0.09% -296 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,359 shares; 2025Q3: 1,156 shares; 2025Q4: 1,139 shares; 2026Q1: 1,145 shares; 2026Q2: 943 shares 943 $706K 0.08% -202 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,225 shares; 2024Q4: 85,003 shares; 2025Q1: 105,869 shares; 2025Q2: 33,261 shares; 2025Q3: 35,876 shares; 2025Q4: 24,935 shares; 2026Q1: 13,686 shares; 2026Q2: 13,783 shares 13,783 $698K 0.08% +97 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 13,616 shares 13,616 $689K 0.08% new Timeline VV 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: 3,770 shares; 2024Q4: 3,797 shares; 2025Q1: 3,276 shares; 2025Q2: 3,304 shares; 2025Q3: 3,343 shares; 2025Q4: 3,245 shares; 2026Q1: 2,434 shares; 2026Q2: 1,936 shares 1,936 $666K 0.08% -498 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,066 shares; 2024Q4: 27,644 shares; 2025Q1: 18,766 shares; 2025Q2: 17,364 shares; 2025Q3: 15,958 shares; 2025Q4: 15,320 shares; 2026Q1: 13,196 shares; 2026Q2: 5,590 shares 5,590 $657K 0.08% -7,606 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: 3,529 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 3,529 shares; 2025Q3: 3,529 shares; 2025Q4: 3,529 shares; 2026Q1: 3,529 shares; 2026Q2: 3,529 shares 3,529 $560K 0.07% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 5,041 shares 5,041 $507K 0.06% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,486 shares; 2024Q4: 42,953 shares; 2025Q1: 29,900 shares; 2025Q2: 25,651 shares; 2025Q3: 25,379 shares; 2025Q4: 25,022 shares; 2026Q1: 17,231 shares; 2026Q2: 17,125 shares 17,125 $504K 0.06% -106 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT 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: 10,991 shares 10,991 $462K 0.05% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 4,472 shares 4,472 $453K 0.05% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,529 shares; 2024Q4: 2,525 shares; 2025Q1: 2,026 shares; 2025Q2: 1,896 shares; 2025Q3: 1,868 shares; 2025Q4: 1,864 shares; 2026Q1: 1,349 shares; 2026Q2: 4,616 shares 4,616 $372K 0.04% +3,267 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: 10,459 shares; 2024Q4: 28,140 shares; 2025Q1: not reported; 2025Q2: 34,533 shares; 2025Q3: 74,705 shares; 2025Q4: 30,204 shares; 2026Q1: 28,310 shares; 2026Q2: 6,803 shares 6,803 $344K 0.04% -21,507 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: 2,041 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $332K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: not reported; 2026Q2: 660 shares 660 $226K 0.03% new Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,408 shares; 2024Q4: 27,850 shares; 2025Q1: 9,324 shares; 2025Q2: 4,768 shares; 2025Q3: 4,041 shares; 2025Q4: 3,456 shares; 2026Q1: 3,013 shares; 2026Q2: 3,056 shares 3,056 $206K 0.02% +43 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,689 shares; 2024Q4: 16,161 shares; 2025Q1: 13,546 shares; 2025Q2: 7,909 shares; 2025Q3: 2,839 shares; 2025Q4: 2,534 shares; 2026Q1: not reported; 2026Q2: 2,076 shares 2,076 $204K 0.02% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $87.5K 0.01% 0 Timeline