STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,158 shares; 2024Q4: 52,701 shares; 2025Q1: 52,701 shares; 2025Q2: 52,467 shares; 2025Q3: 52,467 shares; 2025Q4: 51,850 shares; 2026Q1: 49,228 shares; 2026Q2: 48,618 shares 48,618 $46.9M 17.94% -610 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 2,663 shares; 2026Q2: 345,541 shares 345,541 $26.2M 10% +342,878 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: 82,675 shares; 2024Q4: 82,306 shares; 2025Q1: 81,563 shares; 2025Q2: 81,612 shares; 2025Q3: 81,658 shares; 2025Q4: 81,492 shares; 2026Q1: 81,416 shares; 2026Q2: 81,324 shares 81,324 $23.5M 9% -92 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: 8,732 shares; 2024Q4: 8,384 shares; 2025Q1: 8,337 shares; 2025Q2: 38,337 shares; 2025Q3: 38,337 shares; 2025Q4: 38,212 shares; 2026Q1: 38,078 shares; 2026Q2: 37,761 shares 37,761 $7.56M 2.89% -317 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,870 shares; 2024Q4: 75,296 shares; 2025Q1: 62,516 shares; 2025Q2: 60,328 shares; 2025Q3: 58,719 shares; 2025Q4: 58,754 shares; 2026Q1: 58,102 shares; 2026Q2: 58,267 shares 58,267 $7.36M 2.81% +165 Timeline PROTAGONIST THERAPEUTICS INC PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,895 shares; 2024Q4: 61,526 shares; 2025Q1: 61,455 shares; 2025Q2: 61,314 shares; 2025Q3: 60,616 shares; 2025Q4: 60,616 shares; 2026Q1: 58,187 shares; 2026Q2: 58,059 shares 58,059 $7.12M 2.72% -128 CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,718 shares; 2024Q4: 185,177 shares; 2025Q1: 185,657 shares; 2025Q2: 183,731 shares; 2025Q3: 184,244 shares; 2025Q4: 185,158 shares; 2026Q1: 184,144 shares; 2026Q2: 184,140 shares 184,140 $7.03M 2.69% -4 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: 7,808 shares; 2024Q4: 7,808 shares; 2025Q1: 7,683 shares; 2025Q2: 7,654 shares; 2025Q3: 7,654 shares; 2025Q4: 7,645 shares; 2026Q1: 7,581 shares; 2026Q2: 12,991 shares 12,991 $6.5M 2.49% +5,410 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,931 shares; 2024Q4: 69,978 shares; 2025Q1: 67,761 shares; 2025Q2: 67,679 shares; 2025Q3: 66,336 shares; 2025Q4: 66,476 shares; 2026Q1: 65,706 shares; 2026Q2: 65,320 shares 65,320 $6.03M 2.3% -386 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,078 shares; 2024Q4: 18,788 shares; 2025Q1: 18,855 shares; 2025Q2: 18,739 shares; 2025Q3: 18,752 shares; 2025Q4: 18,606 shares; 2026Q1: 18,364 shares; 2026Q2: 18,396 shares 18,396 $5.76M 2.2% +32 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,748 shares; 2024Q4: 323,736 shares; 2025Q1: 323,498 shares; 2025Q2: 320,072 shares; 2025Q3: 317,628 shares; 2025Q4: 314,742 shares; 2026Q1: 302,619 shares; 2026Q2: 297,449 shares 297,449 $5.52M 2.11% -5,170 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,485 shares; 2024Q4: 124,280 shares; 2025Q1: 123,604 shares; 2025Q2: 110,284 shares; 2025Q3: 109,712 shares; 2025Q4: 109,402 shares; 2026Q1: 107,617 shares; 2026Q2: 106,422 shares 106,422 $5.47M 2.09% -1,195 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: 39,657 shares; 2024Q4: 39,346 shares; 2025Q1: 39,054 shares; 2025Q2: 39,282 shares; 2025Q3: 39,449 shares; 2025Q4: 39,589 shares; 2026Q1: 39,183 shares; 2026Q2: 39,450 shares 39,450 $5.39M 2.06% +267 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,467 shares; 2024Q4: 7,404 shares; 2025Q1: 7,422 shares; 2025Q2: 7,440 shares; 2025Q3: 7,455 shares; 2025Q4: 7,380 shares; 2026Q1: 7,327 shares; 2026Q2: 7,080 shares 7,080 $5.29M 2.02% -247 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,397 shares; 2024Q4: 5,397 shares; 2025Q1: 5,397 shares; 2025Q2: 5,397 shares; 2025Q3: 5,397 shares; 2025Q4: 26,485 shares; 2026Q1: 50,054 shares; 2026Q2: 50,054 shares 50,054 $4.97M 1.9% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,921 shares; 2024Q4: 13,001 shares; 2025Q1: 13,048 shares; 2025Q2: 13,048 shares; 2025Q3: 13,087 shares; 2025Q4: 13,160 shares; 2026Q1: 13,200 shares; 2026Q2: 13,238 shares 13,238 $4.9M 1.87% +38 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,892 shares; 2024Q4: 13,932 shares; 2025Q1: 13,969 shares; 2025Q2: 13,908 shares; 2025Q3: 13,942 shares; 2025Q4: 13,902 shares; 2026Q1: 13,476 shares; 2026Q2: 13,493 shares 13,493 $4.42M 1.69% +17 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,374 shares; 2024Q4: 14,208 shares; 2025Q1: 14,259 shares; 2025Q2: 14,302 shares; 2025Q3: 14,340 shares; 2025Q4: 14,213 shares; 2026Q1: 14,157 shares; 2026Q2: 14,195 shares 14,195 $4.13M 1.58% +38 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 788 shares; 2026Q1: 36,980 shares; 2026Q2: 57,624 shares 57,624 $4.11M 1.57% +20,644 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: 16,755 shares; 2024Q4: 16,695 shares; 2025Q1: 16,695 shares; 2025Q2: 16,686 shares; 2025Q3: 16,666 shares; 2025Q4: 16,596 shares; 2026Q1: 16,236 shares; 2026Q2: 16,236 shares 16,236 $3.87M 1.48% 0 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: 12,721 shares; 2024Q4: 12,730 shares; 2025Q1: 10,940 shares; 2025Q2: 10,951 shares; 2025Q3: 10,958 shares; 2025Q4: 10,920 shares; 2026Q1: 10,382 shares; 2026Q2: 10,388 shares 10,388 $3.71M 1.42% +6 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: 8,464 shares; 2024Q4: 8,476 shares; 2025Q1: 8,372 shares; 2025Q2: 8,379 shares; 2025Q3: 8,385 shares; 2025Q4: 8,345 shares; 2026Q1: 8,347 shares; 2026Q2: 8,349 shares 8,349 $3.11M 1.19% +2 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,351 shares; 2024Q4: 153,530 shares; 2025Q1: 153,258 shares; 2025Q2: 148,962 shares; 2025Q3: 147,564 shares; 2025Q4: 146,585 shares; 2026Q1: 143,719 shares; 2026Q2: 143,183 shares 143,183 $3.02M 1.16% -536 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,699 shares; 2024Q4: 19,699 shares; 2025Q1: 18,199 shares; 2025Q2: 18,137 shares; 2025Q3: 18,137 shares; 2025Q4: 18,137 shares; 2026Q1: 18,137 shares; 2026Q2: 18,137 shares 18,137 $2.81M 1.08% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 16,956 shares; 2025Q4: 16,933 shares; 2026Q1: 16,854 shares; 2026Q2: 16,997 shares 16,997 $2.8M 1.07% +143 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,213 shares; 2024Q4: 179,088 shares; 2025Q1: 182,810 shares; 2025Q2: 171,855 shares; 2025Q3: 173,910 shares; 2025Q4: 173,130 shares; 2026Q1: 157,765 shares; 2026Q2: 157,198 shares 157,198 $2.57M 0.98% -567 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,439 shares; 2024Q4: 4,413 shares; 2025Q1: 4,416 shares; 2025Q2: 4,396 shares; 2025Q3: 4,351 shares; 2025Q4: 4,335 shares; 2026Q1: 4,166 shares; 2026Q2: 4,170 shares 4,170 $2.35M 0.9% +4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,108 shares; 2024Q4: 17,108 shares; 2025Q1: 17,084 shares; 2025Q2: 17,050 shares; 2025Q3: 16,952 shares; 2025Q4: 16,952 shares; 2026Q1: 16,453 shares; 2026Q2: 16,453 shares 16,453 $2.3M 0.88% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $2.27M 0.87% 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: 5,786 shares; 2024Q4: 5,795 shares; 2025Q1: 5,803 shares; 2025Q2: 5,811 shares; 2025Q3: 5,819 shares; 2025Q4: 5,829 shares; 2026Q1: 5,758 shares; 2026Q2: 5,770 shares 5,770 $1.98M 0.76% +12 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,941 shares; 2024Q4: 9,918 shares; 2025Q1: 9,502 shares; 2025Q2: 9,162 shares; 2025Q3: 9,140 shares; 2025Q4: 9,033 shares; 2026Q1: 8,843 shares; 2026Q2: 8,436 shares 8,436 $1.83M 0.7% -407 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674 shares; 2024Q4: 3,679 shares; 2025Q1: 3,683 shares; 2025Q2: 3,683 shares; 2025Q3: 3,688 shares; 2025Q4: 3,695 shares; 2026Q1: 3,451 shares; 2026Q2: 20,715 shares 20,715 $1.78M 0.68% +17,264 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,824 shares; 2024Q4: 14,646 shares; 2025Q1: 14,438 shares; 2025Q2: 14,501 shares; 2025Q3: 14,587 shares; 2025Q4: 14,670 shares; 2026Q1: 14,750 shares; 2026Q2: 14,818 shares 14,818 $1.74M 0.67% +68 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,939 shares; 2024Q4: 7,964 shares; 2025Q1: 8,000 shares; 2025Q2: 7,877 shares; 2025Q3: 7,630 shares; 2025Q4: 7,143 shares; 2026Q1: 7,048 shares; 2026Q2: 6,478 shares 6,478 $1.65M 0.63% -570 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.57% 0 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; 2024Q3: 16,350 shares; 2024Q4: 16,350 shares; 2025Q1: 14,273 shares; 2025Q2: 14,264 shares; 2025Q3: 14,114 shares; 2025Q4: 14,112 shares; 2026Q1: 13,604 shares; 2026Q2: 13,966 shares 13,966 $1.34M 0.51% +362 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 8,402 shares 8,402 $1.27M 0.49% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,701 shares; 2024Q4: 17,223 shares; 2025Q1: 17,105 shares; 2025Q2: 17,209 shares; 2025Q3: 17,101 shares; 2025Q4: 17,192 shares; 2026Q1: 12,405 shares; 2026Q2: 12,256 shares 12,256 $1.27M 0.48% -149 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,392 shares; 2024Q4: 10,428 shares; 2025Q1: 10,560 shares; 2025Q2: 10,571 shares; 2025Q3: 10,714 shares; 2025Q4: 10,269 shares; 2026Q1: 10,360 shares; 2026Q2: 10,440 shares 10,440 $1.12M 0.43% +80 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,388 shares; 2024Q4: 8,395 shares; 2025Q1: 8,035 shares; 2025Q2: 7,747 shares; 2025Q3: 7,754 shares; 2025Q4: 7,381 shares; 2026Q1: 7,293 shares; 2026Q2: 7,317 shares 7,317 $1.1M 0.42% +24 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,440 shares; 2024Q4: 18,770 shares; 2025Q1: 18,786 shares; 2025Q2: 18,136 shares; 2025Q3: 18,210 shares; 2025Q4: 18,490 shares; 2026Q1: 17,347 shares; 2026Q2: 17,342 shares 17,342 $1.04M 0.4% -5 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: 4,527 shares; 2024Q4: 4,529 shares; 2025Q1: 2,733 shares; 2025Q2: 2,736 shares; 2025Q3: 2,738 shares; 2025Q4: 2,740 shares; 2026Q1: 2,742 shares; 2026Q2: 2,743 shares 2,743 $969K 0.37% +1 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: 2,607 shares; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,607 shares; 2025Q4: 2,607 shares; 2026Q1: 1,641 shares; 2026Q2: 1,641 shares 1,641 $953K 0.36% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 2,733 shares; 2025Q1: 2,592 shares; 2025Q2: 2,596 shares; 2025Q3: 2,599 shares; 2025Q4: 2,584 shares; 2026Q1: 2,526 shares; 2026Q2: 2,530 shares 2,530 $856K 0.33% +4 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares 2,310 $851K 0.33% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,694 shares; 2024Q4: 26,979 shares; 2025Q1: 27,200 shares; 2025Q2: 27,507 shares; 2025Q3: 27,790 shares; 2025Q4: 28,062 shares; 2026Q1: 25,291 shares; 2026Q2: 25,451 shares 25,451 $769K 0.29% +160 Timeline ATHE ALTERITY THERAPEUTICS LTD More: the full row for ALTERITY THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,925 shares; 2024Q4: 5,925 shares; 2025Q1: 5,925 shares; 2025Q2: 5,925 shares; 2025Q3: 139,258 shares; 2025Q4: 139,258 shares; 2026Q1: 139,258 shares; 2026Q2: 139,258 shares 139,258 $748K 0.29% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,541 shares; 2025Q1: 1,552 shares; 2025Q2: 1,563 shares; 2025Q3: 1,573 shares; 2025Q4: 1,583 shares; 2026Q1: 1,450 shares; 2026Q2: 1,460 shares 1,460 $744K 0.28% +10 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,788 shares; 2024Q4: 40,609 shares; 2025Q1: 40,545 shares; 2025Q2: 38,665 shares; 2025Q3: 37,688 shares; 2025Q4: 36,260 shares; 2026Q1: 33,837 shares; 2026Q2: 33,808 shares 33,808 $720K 0.28% -29 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,496 shares; 2024Q4: 30,656 shares; 2025Q1: 30,825 shares; 2025Q2: 25,789 shares; 2025Q3: 25,678 shares; 2025Q4: 24,226 shares; 2026Q1: 24,094 shares; 2026Q2: 24,233 shares 24,233 $683K 0.26% +139 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares; 2026Q2: 1,538 shares 1,538 $655K 0.25% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 845 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 849 shares; 2025Q3: 850 shares; 2025Q4: 852 shares; 2026Q1: 853 shares; 2026Q2: 853 shares 853 $628K 0.24% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,676 shares; 2024Q4: 1,606 shares; 2025Q1: 1,613 shares; 2025Q2: 1,619 shares; 2025Q3: 1,626 shares; 2025Q4: 1,633 shares; 2026Q1: 1,640 shares; 2026Q2: 1,645 shares 1,645 $614K 0.23% +5 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 3,905 shares; 2026Q1: 3,830 shares; 2026Q2: 3,830 shares 3,830 $600K 0.23% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,774 shares; 2024Q4: 6,739 shares; 2025Q1: 6,748 shares; 2025Q2: 6,766 shares; 2025Q3: 6,773 shares; 2025Q4: 6,634 shares; 2026Q1: 6,259 shares; 2026Q2: 6,293 shares 6,293 $571K 0.22% +34 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,532 shares; 2024Q4: 49,554 shares; 2025Q1: 49,400 shares; 2025Q2: 46,333 shares; 2025Q3: 46,243 shares; 2025Q4: 45,619 shares; 2026Q1: 28,074 shares; 2026Q2: 27,702 shares 27,702 $567K 0.22% -372 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: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares 1,127 $538K 0.21% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,239 shares; 2024Q4: 4,133 shares; 2025Q1: 4,133 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,133 shares; 2026Q1: 3,940 shares; 2026Q2: 3,940 shares 3,940 $482K 0.18% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 2,452 shares; 2025Q1: 2,469 shares; 2025Q2: 1,817 shares; 2025Q3: 1,830 shares; 2025Q4: 1,844 shares; 2026Q1: 1,855 shares; 2026Q2: 1,866 shares 1,866 $459K 0.18% +11 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,829 shares; 2024Q4: 6,829 shares; 2025Q1: 6,829 shares; 2025Q2: 6,829 shares; 2025Q3: 6,829 shares; 2025Q4: 6,289 shares; 2026Q1: 5,969 shares; 2026Q2: 5,969 shares 5,969 $451K 0.17% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,887 shares; 2024Q4: 9,887 shares; 2025Q1: 9,868 shares; 2025Q2: 9,643 shares; 2025Q3: 9,585 shares; 2025Q4: 9,449 shares; 2026Q1: 8,721 shares; 2026Q2: 8,457 shares 8,457 $441K 0.17% -264 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,612 shares; 2024Q4: 5,287 shares; 2025Q1: 5,293 shares; 2025Q2: 4,909 shares; 2025Q3: 4,876 shares; 2025Q4: 4,686 shares; 2026Q1: 4,680 shares; 2026Q2: 4,574 shares 4,574 $440K 0.17% -106 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,811 shares; 2024Q4: 8,811 shares; 2025Q1: 8,811 shares; 2025Q2: 8,811 shares; 2025Q3: 8,811 shares; 2025Q4: 8,512 shares; 2026Q1: 8,512 shares; 2026Q2: 8,410 shares 8,410 $415K 0.16% -102 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 1,547 shares; 2025Q1: 1,550 shares; 2025Q2: 1,553 shares; 2025Q3: 1,450 shares; 2025Q4: 1,452 shares; 2026Q1: 1,456 shares; 2026Q2: 1,465 shares 1,465 $412K 0.16% +9 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,884 shares; 2024Q4: 35,710 shares; 2025Q1: 36,563 shares; 2025Q2: 37,443 shares; 2025Q3: 38,289 shares; 2025Q4: 39,129 shares; 2026Q1: 39,985 shares; 2026Q2: 40,829 shares 40,829 $394K 0.15% +844 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $390K 0.15% 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; 2024Q3: 20,098 shares; 2024Q4: 15,738 shares; 2025Q1: 15,626 shares; 2025Q2: 15,723 shares; 2025Q3: 15,821 shares; 2025Q4: 15,918 shares; 2026Q1: 16,013 shares; 2026Q2: 15,868 shares 15,868 $382K 0.15% -145 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: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897 $377K 0.14% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,171 shares; 2024Q4: 1,915 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 1,554 shares 1,554 $374K 0.14% 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; 2024Q3: 2,286 shares; 2024Q4: 2,286 shares; 2025Q1: 2,186 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 2,186 shares; 2026Q1: 2,186 shares; 2026Q2: 2,197 shares 2,197 $356K 0.14% +11 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: 1,535 shares 1,535 $344K 0.13% 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: 1,532 shares 1,532 $339K 0.13% new Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,302 shares; 2024Q4: 7,262 shares; 2025Q1: 7,156 shares; 2025Q2: 6,769 shares; 2025Q3: 6,702 shares; 2025Q4: 6,585 shares; 2026Q1: 4,584 shares; 2026Q2: 4,457 shares 4,457 $319K 0.12% -127 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 527 shares; 2025Q1: 529 shares; 2025Q2: 530 shares; 2025Q3: 532 shares; 2025Q4: 507 shares; 2026Q1: 509 shares; 2026Q2: 310 shares 310 $314K 0.12% -199 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286 shares; 2024Q4: 4,205 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares; 2025Q4: 4,205 shares; 2026Q1: 4,205 shares; 2026Q2: 4,005 shares 4,005 $313K 0.12% -200 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: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,498 shares; 2025Q2: 3,498 shares; 2025Q3: 3,498 shares; 2025Q4: 3,337 shares; 2026Q1: 2,792 shares; 2026Q2: 2,748 shares 2,748 $311K 0.12% -44 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,253 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 3,987 shares; 2025Q4: 4,014 shares; 2026Q1: 4,014 shares; 2026Q2: 4,014 shares 4,014 $303K 0.12% 0 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: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 621 shares 621 $281K 0.11% +1 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; 2024Q3: 5,808 shares; 2024Q4: 5,046 shares; 2025Q1: 4,947 shares; 2025Q2: 4,908 shares; 2025Q3: 4,977 shares; 2025Q4: 5,031 shares; 2026Q1: 4,731 shares; 2026Q2: 4,781 shares 4,781 $275K 0.11% +50 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,931 shares; 2026Q2: 2,931 shares 2,931 $252K 0.1% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,148 shares; 2024Q4: 5,148 shares; 2025Q1: 5,148 shares; 2025Q2: 5,148 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares; 2026Q1: 1,989 shares; 2026Q2: 1,989 shares 1,989 $232K 0.09% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 1,353 shares; 2026Q2: 1,365 shares 1,365 $226K 0.09% +12 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $202K 0.08% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,420 shares 1,420 $193K 0.07% -130 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868 shares; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 869 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 632 shares 632 $174K 0.07% +3 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; 2024Q3: 2,888 shares; 2024Q4: 2,865 shares; 2025Q1: 2,893 shares; 2025Q2: 2,922 shares; 2025Q3: 2,951 shares; 2025Q4: 2,983 shares; 2026Q1: 3,014 shares; 2026Q2: 3,046 shares 3,046 $173K 0.07% +32 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,205 shares; 2025Q1: 1,209 shares; 2025Q2: 1,213 shares; 2025Q3: 1,318 shares; 2025Q4: 1,322 shares; 2026Q1: 1,325 shares; 2026Q2: 1,328 shares 1,328 $171K 0.07% +3 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,105 shares; 2025Q1: 3,111 shares; 2025Q2: 1,917 shares; 2025Q3: 1,920 shares; 2025Q4: 1,923 shares; 2026Q1: 1,926 shares; 2026Q2: 1,940 shares 1,940 $170K 0.07% +14 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 478 shares 478 $169K 0.06% -197 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,247 shares; 2026Q1: 1,247 shares; 2026Q2: 1,247 shares 1,247 $166K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,001 shares; 2024Q4: 4,946 shares; 2025Q1: 4,975 shares; 2025Q2: 5,003 shares; 2025Q3: 5,030 shares; 2025Q4: 5,044 shares; 2026Q1: 3,894 shares; 2026Q2: 3,904 shares 3,904 $165K 0.06% +10 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $159K 0.06% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares; 2026Q2: 1,811 shares 1,811 $148K 0.06% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,323 shares; 2024Q4: 4,323 shares; 2025Q1: 4,323 shares; 2025Q2: 4,323 shares; 2025Q3: 4,323 shares; 2025Q4: 4,323 shares; 2026Q1: 4,323 shares; 2026Q2: 4,323 shares 4,323 $145K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 278 shares 278 $143K 0.05% +1 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,208 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares; 2026Q1: 3,072 shares; 2026Q2: 3,072 shares 3,072 $136K 0.05% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,113 shares; 2026Q1: 1,049 shares; 2026Q2: 997 shares 997 $135K 0.05% -52 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,499 shares; 2024Q4: 9,572 shares; 2025Q1: 9,448 shares; 2025Q2: 9,508 shares; 2025Q3: 8,680 shares; 2025Q4: 7,056 shares; 2026Q1: 5,778 shares; 2026Q2: 5,803 shares 5,803 $120K 0.05% +25 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 426 shares 426 $116K 0.04% +2 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 336 shares 336 $116K 0.04% +1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 222 shares 222 $113K 0.04% +1 Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,384 shares; 2024Q4: 9,384 shares; 2025Q1: 9,384 shares; 2025Q2: 9,384 shares; 2025Q3: 9,384 shares; 2025Q4: 9,384 shares; 2026Q1: 9,384 shares; 2026Q2: 9,384 shares 9,384 $110K 0.04% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 323 shares; 2026Q2: 323 shares 323 $107K 0.04% 0 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 267 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $98.6K 0.04% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares; 2026Q2: 1,294 shares 1,294 $98.2K 0.04% +1 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: 2,410 shares; 2025Q1: 2,479 shares; 2025Q2: 2,529 shares; 2025Q3: 2,575 shares; 2025Q4: 2,631 shares; 2026Q1: 2,695 shares; 2026Q2: 2,754 shares 2,754 $97K 0.04% +59 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 801 shares 801 $95.7K 0.04% +701 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 351 shares; 2026Q2: 353 shares 353 $95.4K 0.04% +2 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,925 shares; 2026Q2: 2,948 shares 2,948 $93.5K 0.04% +23 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,076 shares; 2024Q4: 6,076 shares; 2025Q1: 6,076 shares; 2025Q2: 6,076 shares; 2025Q3: 6,076 shares; 2025Q4: 6,076 shares; 2026Q1: 6,076 shares; 2026Q2: 6,076 shares 6,076 $93.4K 0.04% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: 3,610 shares; 2025Q1: 3,637 shares; 2025Q2: 3,665 shares; 2025Q3: 3,687 shares; 2025Q4: 3,719 shares; 2026Q1: 3,758 shares; 2026Q2: 3,785 shares 3,785 $92.6K 0.04% +27 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,772 shares; 2024Q4: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,727 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares 1,231 $86.2K 0.03% 0 Timeline AIR PRODUCTS AND CHEMICALS I 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 289 shares 289 $84.7K 0.03% new BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 948 shares; 2025Q1: 957 shares; 2025Q2: 968 shares; 2025Q3: 978 shares; 2025Q4: 987 shares; 2026Q1: 997 shares; 2026Q2: 1,006 shares 1,006 $81.9K 0.03% +9 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,981 shares; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 2,981 shares; 2025Q3: 2,981 shares; 2025Q4: 2,981 shares; 2026Q1: 2,981 shares; 2026Q2: 2,981 shares 2,981 $81.9K 0.03% 0 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; 2024Q3: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $79.1K 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $77.6K 0.03% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $75.2K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 742 shares; 2026Q1: 742 shares; 2026Q2: 754 shares 754 $72.8K 0.03% +12 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $71.2K 0.03% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares; 2026Q2: 1,532 shares 1,532 $70.7K 0.03% +22 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 601 shares; 2025Q3: 607 shares; 2025Q4: 611 shares; 2026Q1: 614 shares; 2026Q2: 1,233 shares 1,233 $69.3K 0.03% +619 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 757 shares; 2026Q1: 757 shares; 2026Q2: 758 shares 758 $67.2K 0.03% +1 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 205 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 536 shares 536 $66.6K 0.03% +402 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 491 shares 491 $66.4K 0.03% +2 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 767 shares 767 $61.7K 0.02% +636 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 697 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 697 shares; 2026Q2: 702 shares 702 $58.2K 0.02% +5 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,021 shares 2,021 $57.8K 0.02% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 705 shares; 2025Q1: 716 shares; 2025Q2: 727 shares; 2025Q3: 739 shares; 2025Q4: 750 shares; 2026Q1: 761 shares; 2026Q2: 770 shares 770 $57.4K 0.02% +9 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,923 shares; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: 1,923 shares; 2026Q1: 1,923 shares; 2026Q2: 1,950 shares 1,950 $54.9K 0.02% +27 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,180 shares 2,180 $54.1K 0.02% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,996 shares; 2024Q4: 3,056 shares; 2025Q1: 3,118 shares; 2025Q2: 3,181 shares; 2025Q3: 3,242 shares; 2025Q4: 3,303 shares; 2026Q1: 3,372 shares; 2026Q2: 3,440 shares 3,440 $50K 0.02% +68 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,417 shares; 2025Q1: 1,432 shares; 2025Q2: 1,454 shares; 2025Q3: 1,471 shares; 2025Q4: 1,487 shares; 2026Q1: 1,499 shares; 2026Q2: 1,509 shares 1,509 $49.2K 0.02% +10 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: 204 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 206 shares; 2026Q2: 207 shares 207 $46.1K 0.02% +1 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $45.9K 0.02% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 674 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $45.6K 0.02% 0 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $43.1K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,053 shares; 2025Q1: 1,068 shares; 2025Q2: 1,085 shares; 2025Q3: 1,101 shares; 2025Q4: 1,117 shares; 2026Q1: 1,129 shares; 2026Q2: 1,144 shares 1,144 $42.3K 0.02% +15 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,388 shares; 2024Q4: 2,388 shares; 2025Q1: 2,388 shares; 2025Q2: 2,388 shares; 2025Q3: 2,388 shares; 2025Q4: 2,388 shares; 2026Q1: 2,388 shares; 2026Q2: 2,388 shares 2,388 $41.5K 0.02% 0 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $41.2K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 557 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $41K 0.02% 0 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; 2024Q3: 512 shares; 2024Q4: 513 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 165 shares; 2025Q4: 166 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $39.6K 0.02% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 2,476 shares; 2025Q1: 2,467 shares; 2025Q2: 2,484 shares; 2025Q3: 2,499 shares; 2025Q4: 2,498 shares; 2026Q1: 2,509 shares; 2026Q2: 2,478 shares 2,478 $39.4K 0.02% -31 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: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $37.2K 0.01% 0 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,007 shares 2,007 $37.1K 0.01% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,834 shares; 2025Q3: 1,834 shares; 2025Q4: 483 shares; 2026Q1: 483 shares; 2026Q2: 490 shares 490 $36.9K 0.01% +7 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 699 shares 699 $32.3K 0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $30.6K 0.01% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $30.6K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $28.9K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 136 shares 136 $26.6K 0.01% -39 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,231 shares; 2024Q4: 3,231 shares; 2025Q1: 3,231 shares; 2025Q2: 3,231 shares; 2025Q3: 3,142 shares; 2025Q4: 3,142 shares; 2026Q1: 3,044 shares; 2026Q2: 3,044 shares 3,044 $25.8K 0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $25.7K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 54 shares 54 $24.5K 0.01% +1 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $24.2K 0.01% 0 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,195 shares; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares; 2026Q2: 2,195 shares 2,195 $22.4K 0.01% 0 Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,008 shares; 2024Q4: 6,008 shares; 2025Q1: 6,008 shares; 2025Q2: 6,008 shares; 2025Q3: 6,008 shares; 2025Q4: 6,008 shares; 2026Q1: 6,008 shares; 2026Q2: 6,008 shares 6,008 $22K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $21.1K 0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $20.2K 0.01% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $18.9K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364,906 shares; 2025Q4: 374,717 shares; 2026Q1: 300,155 shares; 2026Q2: 201 shares 201 $18.4K 0.01% -299,954 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $17.1K 0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 679 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 619 shares; 2026Q2: 598 shares 598 $16.9K 0.01% -21 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: 718 shares; 2024Q4: 718 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 18 shares 18 $16.8K 0.01% -300 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; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $16.3K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $16.2K 0.01% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 113 shares 113 $15.1K 0.01% +1 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 103 shares 103 $13.5K 0.01% +1 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $12.4K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $10.7K <0.01% 0 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; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $10.7K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $10.5K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $10.3K <0.01% 0 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,270 shares; 2024Q4: 11,557 shares; 2025Q1: 11,557 shares; 2025Q2: 11,557 shares; 2025Q3: 11,557 shares; 2025Q4: 11,557 shares; 2026Q1: 5,669 shares; 2026Q2: 5,669 shares 5,669 $9.52K <0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $9.05K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $9.02K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $8.88K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.59K <0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 100 shares 100 $8.13K <0.01% -300 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $7.38K <0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $6.79K <0.01% 0 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 1,651 shares; 2025Q1: 1,651 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,582 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $6.56K <0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 140 shares 140 $5.17K <0.01% +1 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $4.69K <0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 292 shares; 2025Q1: 300 shares; 2025Q2: 309 shares; 2025Q3: 317 shares; 2025Q4: 325 shares; 2026Q1: 334 shares; 2026Q2: 341 shares 341 $4.59K <0.01% +7 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 351 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 36 shares 36 $4.11K <0.01% -256 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $4.05K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 29 shares 29 $3.83K <0.01% -200 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 48 shares 48 $3.76K <0.01% +1 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; 2024Q3: 64 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $3.65K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $3.42K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296 $3.35K <0.01% 0 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $2.84K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $2.54K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.92K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 70 shares; 2026Q2: 71 shares 71 $1.74K <0.01% +1 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $1.68K <0.01% 0 Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,957 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $1.54K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $1.52K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $1.27K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.23K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $649 <0.01% 0 Timeline BCAB BIOATLA INC More: the full row for BIOATLA 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: 144 shares 144 $596 <0.01% new Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $586 <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 47 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $557 <0.01% 0 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $158 <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $105 <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $73 <0.01% 0 Timeline