JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,014 shares; 2025Q1: 101,121 shares; 2025Q2: 119,149 shares; 2025Q3: 119,619 shares; 2025Q4: 119,163 shares; 2026Q1: 145,448 shares 145,448 $8.24M 5.15% +26,285 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,288 shares; 2025Q1: 21,756 shares; 2025Q2: 23,396 shares; 2025Q3: 22,374 shares; 2025Q4: 22,996 shares; 2026Q1: 24,702 shares 24,702 $7.1M 4.44% +1,706 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,660 shares; 2025Q1: 11,000 shares; 2025Q2: 11,423 shares; 2025Q3: 11,307 shares; 2025Q4: 11,406 shares; 2026Q1: 18,402 shares 18,402 $6.81M 4.26% +6,996 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,000 shares; 2025Q1: 18,168 shares; 2025Q2: 18,911 shares; 2025Q3: 18,411 shares; 2025Q4: 18,338 shares; 2026Q1: 19,482 shares 19,482 $6.58M 4.11% +1,144 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,620 shares; 2025Q1: 46,299 shares; 2025Q2: 46,239 shares; 2025Q3: 42,944 shares; 2025Q4: 41,532 shares; 2026Q1: 58,063 shares 58,063 $6.33M 3.95% +16,531 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,955 shares; 2025Q1: 61,135 shares; 2025Q2: 61,800 shares; 2025Q3: 61,800 shares; 2025Q4: 123,600 shares; 2026Q1: 98,880 shares 98,880 $6.06M 3.78% -24,720 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,286 shares; 2025Q1: 21,730 shares; 2025Q2: 19,975 shares; 2025Q3: 20,787 shares; 2025Q4: 20,779 shares; 2026Q1: 23,314 shares 23,314 $5.69M 3.56% +2,535 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,137 shares; 2025Q3: 69,695 shares; 2025Q4: 69,477 shares; 2026Q1: 155,613 shares 155,613 $5.59M 3.49% +86,136 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,788 shares; 2025Q1: 39,229 shares; 2025Q2: 39,765 shares; 2025Q3: 40,147 shares; 2025Q4: 39,994 shares; 2026Q1: 43,807 shares 43,807 $5.44M 3.4% +3,813 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,532 shares; 2025Q1: 30,193 shares; 2025Q2: 27,867 shares; 2025Q3: 26,949 shares; 2025Q4: 27,031 shares; 2026Q1: 29,489 shares 29,489 $5.14M 3.21% +2,458 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,408 shares; 2025Q1: 31,052 shares; 2025Q2: 31,006 shares; 2025Q3: 31,756 shares; 2025Q4: 27,931 shares; 2026Q1: 31,386 shares 31,386 $5.06M 3.16% +3,455 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,031 shares; 2025Q1: 6,179 shares; 2025Q2: 5,732 shares; 2025Q3: 5,589 shares; 2025Q4: 5,566 shares; 2026Q1: 5,978 shares 5,978 $5.06M 3.16% +412 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,338 shares; 2025Q1: 91,412 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,610 shares 99,610 $4.84M 3.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 20,704 shares; 2025Q3: 21,580 shares; 2025Q4: 21,920 shares; 2026Q1: 37,324 shares 37,324 $4.68M 2.93% +15,404 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,690 shares; 2025Q1: 14,618 shares; 2025Q2: 13,543 shares; 2025Q3: 13,269 shares; 2025Q4: 13,218 shares; 2026Q1: 15,539 shares 15,539 $4.57M 2.86% +2,321 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,281 shares; 2025Q1: 7,420 shares; 2025Q2: 7,618 shares; 2025Q3: 8,034 shares; 2025Q4: 8,016 shares; 2026Q1: 9,324 shares 9,324 $4.47M 2.79% +1,308 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,854 shares; 2025Q1: 18,607 shares; 2025Q2: 19,472 shares; 2025Q3: 19,190 shares; 2025Q4: 19,176 shares; 2026Q1: 21,074 shares 21,074 $4.39M 2.74% +1,898 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,592 shares; 2025Q1: 64,453 shares; 2025Q2: 54,660 shares; 2025Q3: 48,768 shares; 2025Q4: 48,739 shares; 2026Q1: 39,087 shares 39,087 $4.24M 2.65% -9,652 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,694 shares 24,694 $4.09M 2.56% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,280 shares; 2025Q1: 3,412 shares; 2025Q2: 3,582 shares; 2025Q3: 3,515 shares; 2025Q4: 3,503 shares; 2026Q1: 4,004 shares 4,004 $3.85M 2.41% +501 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,155 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,708 shares 11,708 $3.76M 2.35% new Timeline JEPQ 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 56,500 shares; 2025Q2: 56,500 shares; 2025Q3: 64,758 shares; 2025Q4: 64,849 shares; 2026Q1: 66,438 shares 66,438 $3.69M 2.31% +1,589 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,795 shares; 2025Q1: 55,496 shares; 2025Q2: 58,026 shares; 2025Q3: 54,835 shares; 2025Q4: 54,783 shares; 2026Q1: 74,100 shares 74,100 $3.59M 2.24% +19,317 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,872 shares; 2025Q1: 9,473 shares; 2025Q2: 9,860 shares; 2025Q3: 10,217 shares; 2025Q4: 10,187 shares; 2026Q1: 11,731 shares 11,731 $3.55M 2.22% +1,544 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,560 shares; 2025Q1: 30,043 shares; 2025Q2: 28,809 shares; 2025Q3: 25,045 shares; 2025Q4: 25,256 shares; 2026Q1: 35,576 shares 35,576 $3.53M 2.21% +10,320 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,884 shares; 2025Q1: 45,976 shares; 2025Q2: 49,526 shares; 2025Q3: 47,057 shares; 2025Q4: 46,954 shares; 2026Q1: 60,142 shares 60,142 $3.04M 1.9% +13,188 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,421 shares; 2025Q3: 24,446 shares; 2025Q4: 24,446 shares; 2026Q1: 28,946 shares 28,946 $2.96M 1.85% +4,500 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,393 shares; 2025Q1: 23,006 shares; 2025Q2: 23,867 shares; 2025Q3: 24,857 shares; 2025Q4: 24,445 shares; 2026Q1: 26,335 shares 26,335 $2.93M 1.83% +1,890 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,900 shares 16,900 $2.71M 1.69% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,000 shares 45,000 $2.56M 1.6% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,237 shares; 2025Q3: 15,386 shares; 2025Q4: 15,775 shares; 2026Q1: 20,860 shares 20,860 $2.1M 1.31% +5,085 Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,237 shares; 2026Q1: 137,567 shares 137,567 $1.78M 1.11% +14,330 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,532 shares; 2025Q1: 8,418 shares; 2025Q2: 5,076 shares; 2025Q3: 5,041 shares; 2025Q4: 5,051 shares; 2026Q1: 7,735 shares 7,735 $1.66M 1.04% +2,684 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,174 shares; 2025Q2: 11,702 shares; 2025Q3: 11,517 shares; 2025Q4: 22,771 shares; 2026Q1: 33,069 shares 33,069 $1.52M 0.95% +10,298 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,905 shares; 2025Q1: 10,905 shares; 2025Q2: 10,905 shares; 2025Q3: 11,018 shares; 2025Q4: 11,122 shares; 2026Q1: 11,215 shares 11,215 $1.51M 0.95% +93 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,000 shares 13,000 $1.45M 0.9% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,609 shares 31,609 $1.21M 0.76% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,305 shares; 2025Q1: 4,662 shares; 2025Q2: 6,923 shares; 2025Q3: 6,363 shares; 2025Q4: 6,384 shares; 2026Q1: 10,246 shares 10,246 $1.18M 0.74% +3,862 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,154 shares; 2025Q2: 10,762 shares; 2025Q3: 5,762 shares; 2025Q4: 5,968 shares; 2026Q1: 1,670 shares 1,670 $1.09M 0.68% -4,298 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,617 shares; 2025Q1: 24,318 shares; 2025Q2: 26,443 shares; 2025Q3: 25,993 shares; 2025Q4: 25,915 shares; 2026Q1: 8,077 shares 8,077 $1.03M 0.64% -17,838 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $1.03M 0.64% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,234 shares; 2025Q1: 16,646 shares; 2025Q2: 18,052 shares; 2025Q3: 17,858 shares; 2025Q4: 17,795 shares; 2026Q1: 3,488 shares 3,488 $885K 0.55% -14,307 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 4,444 shares; 2025Q3: 5,073 shares; 2025Q4: 4,629 shares; 2026Q1: 5,899 shares 5,899 $573K 0.36% +1,270 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,518 shares; 2025Q2: 6,592 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,470 shares 9,470 $479K 0.3% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,170 shares; 2025Q3: 2,197 shares; 2025Q4: 2,206 shares; 2026Q1: 2,904 shares 2,904 $414K 0.26% +698 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,438 shares 1,438 $413K 0.26% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,115 shares 4,115 $383K 0.24% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 763 shares; 2026Q1: 496 shares 496 $284K 0.18% -267 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,013 shares; 2025Q1: 3,033 shares; 2025Q2: 2,976 shares; 2025Q3: 2,921 shares; 2025Q4: 2,933 shares; 2026Q1: 3,602 shares 3,602 $265K 0.17% +669 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,235 shares; 2025Q1: 3,175 shares; 2025Q2: not reported; 2025Q3: 1,743 shares; 2025Q4: 1,698 shares; 2026Q1: 1,698 shares 1,698 $201K 0.13% 0 Timeline ABVEF ABOVE FOOD INGREDIENTS INC More: the full row for ABOVE FOOD INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,291 shares 26,291 $27K 0.02% new Timeline