GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 361,775 shares; 2025Q1: 361,573 shares; 2025Q2: 329,553 shares; 2025Q3: 337,398 shares; 2025Q4: 340,776 shares; 2026Q1: 339,416 shares; 2026Q2: 332,898 shares; 2026Q3: 324,953 shares 324,953 $111M 11.95% -7,945 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 334,510 shares; 2025Q1: 334,983 shares; 2025Q2: 312,563 shares; 2025Q3: 320,128 shares; 2025Q4: 325,628 shares; 2026Q1: 325,193 shares; 2026Q2: 320,578 shares; 2026Q3: 314,208 shares 314,208 $108M 11.67% -6,370 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,651 shares; 2025Q1: 185,155 shares; 2025Q2: 166,285 shares; 2025Q3: 177,251 shares; 2025Q4: 181,272 shares; 2026Q1: 179,632 shares; 2026Q2: 177,079 shares; 2026Q3: 173,373 shares 173,373 $88.9M 9.6% -3,706 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 246,947 shares; 2025Q1: 244,257 shares; 2025Q2: 222,414 shares; 2025Q3: 213,667 shares; 2025Q4: 212,967 shares; 2026Q1: 210,877 shares; 2026Q2: 209,756 shares; 2026Q3: 202,816 shares 202,816 $67.5M 7.29% -6,940 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,721 shares; 2025Q1: 148,035 shares; 2025Q2: 134,380 shares; 2025Q3: 141,683 shares; 2025Q4: 143,357 shares; 2026Q1: 141,658 shares; 2026Q2: 134,460 shares; 2026Q3: 131,877 shares 131,877 $47.4M 5.11% -2,583 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,512 shares; 2025Q1: 52,580 shares; 2025Q2: 46,951 shares; 2025Q3: 49,092 shares; 2025Q4: 49,133 shares; 2026Q1: 48,404 shares; 2026Q2: 46,734 shares; 2026Q3: 45,120 shares 45,120 $41.1M 4.43% -1,614 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,000 shares; 2025Q1: 100,250 shares; 2025Q2: 100,250 shares; 2025Q3: 100,250 shares; 2025Q4: 100,250 shares; 2026Q1: 100,250 shares; 2026Q2: 92,250 shares; 2026Q3: 92,250 shares 92,250 $30.3M 3.27% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,097 shares; 2025Q1: 116,915 shares; 2025Q2: 104,145 shares; 2025Q3: 110,376 shares; 2025Q4: 111,394 shares; 2026Q1: 110,479 shares; 2026Q2: 109,254 shares; 2026Q3: 107,254 shares 107,254 $28.1M 3.03% -2,000 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; 2024Q4: 58,267 shares; 2025Q1: 58,627 shares; 2025Q2: 54,427 shares; 2025Q3: 57,761 shares; 2025Q4: 58,206 shares; 2026Q1: 57,606 shares; 2026Q2: 55,826 shares; 2026Q3: 55,076 shares 55,076 $27.4M 2.96% -750 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,795 shares; 2025Q1: 71,055 shares; 2025Q2: 64,170 shares; 2025Q3: 72,849 shares; 2025Q4: 85,659 shares; 2026Q1: 85,714 shares; 2026Q2: 93,741 shares; 2026Q3: 97,491 shares 97,491 $24.3M 2.62% +3,750 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,217 shares; 2025Q1: 100,740 shares; 2025Q2: 88,336 shares; 2025Q3: 95,736 shares; 2025Q4: 94,038 shares; 2026Q1: 91,538 shares; 2026Q2: 87,990 shares; 2026Q3: 83,615 shares 83,615 $22.1M 2.39% -4,375 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 218,096 shares; 2025Q1: 218,766 shares; 2025Q2: 209,221 shares; 2025Q3: 213,631 shares; 2025Q4: 212,483 shares; 2026Q1: 194,735 shares; 2026Q2: 177,303 shares; 2026Q3: 158,203 shares 158,203 $21.7M 2.34% -19,100 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282,790 shares; 2025Q1: 286,540 shares; 2025Q2: 253,290 shares; 2025Q3: 271,390 shares; 2025Q4: 335,815 shares; 2026Q1: 337,595 shares; 2026Q2: 333,845 shares; 2026Q3: 353,870 shares 353,870 $18.4M 1.98% +20,025 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,122 shares; 2025Q1: 47,932 shares; 2025Q2: 45,547 shares; 2025Q3: 47,898 shares; 2025Q4: 51,886 shares; 2026Q1: 51,926 shares; 2026Q2: 45,558 shares; 2026Q3: 44,638 shares 44,638 $17M 1.83% -920 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,605 shares; 2025Q1: 72,995 shares; 2025Q2: 62,165 shares; 2025Q3: 71,755 shares; 2025Q4: 85,555 shares; 2026Q1: 86,445 shares; 2026Q2: 86,345 shares; 2026Q3: 88,270 shares 88,270 $16.8M 1.82% +1,925 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215,593 shares; 2025Q1: 210,493 shares; 2025Q2: 183,763 shares; 2025Q3: 192,761 shares; 2025Q4: 186,326 shares; 2026Q1: 186,929 shares; 2026Q2: 179,314 shares; 2026Q3: 171,914 shares 171,914 $14.6M 1.57% -7,400 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,144 shares; 2025Q1: 75,958 shares; 2025Q2: 69,398 shares; 2025Q3: 69,898 shares; 2025Q4: 72,427 shares; 2026Q1: 73,898 shares; 2026Q2: 71,642 shares; 2026Q3: 68,762 shares 68,762 $14M 1.52% -2,880 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,755 shares; 2025Q1: 35,590 shares; 2025Q2: 29,600 shares; 2025Q3: 29,800 shares; 2025Q4: 30,312 shares; 2026Q1: 31,004 shares; 2026Q2: 31,254 shares; 2026Q3: 36,134 shares 36,134 $13.3M 1.43% +4,880 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; 2024Q4: 20,125 shares; 2025Q1: 20,260 shares; 2025Q2: 19,175 shares; 2025Q3: 21,175 shares; 2025Q4: 28,265 shares; 2026Q1: 28,182 shares; 2026Q2: 33,302 shares; 2026Q3: 34,337 shares 34,337 $11.4M 1.23% +1,035 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,510 shares; 2025Q1: 5,560 shares; 2025Q2: 3,877 shares; 2025Q3: 16,510 shares; 2025Q4: 12,519 shares; 2026Q1: 13,127 shares; 2026Q2: 13,113 shares; 2026Q3: 13,668 shares 13,668 $9.58M 1.03% +555 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; 2024Q4: 35,217 shares; 2025Q1: 36,327 shares; 2025Q2: 36,317 shares; 2025Q3: 42,030 shares; 2025Q4: 53,273 shares; 2026Q1: 54,840 shares; 2026Q2: 50,720 shares; 2026Q3: 49,545 shares 49,545 $9.08M 0.98% -1,175 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,747 shares; 2025Q1: 87,752 shares; 2025Q2: 77,602 shares; 2025Q3: 76,395 shares; 2025Q4: 73,006 shares; 2026Q1: 72,124 shares; 2026Q2: 70,909 shares; 2026Q3: 69,154 shares 69,154 $8.76M 0.95% -1,755 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,425 shares; 2026Q3: 52,900 shares 52,900 $8.61M 0.93% +475 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; 2024Q4: 39,175 shares; 2025Q1: 39,865 shares; 2025Q2: 34,140 shares; 2025Q3: 36,065 shares; 2025Q4: 31,455 shares; 2026Q1: 31,475 shares; 2026Q2: 30,490 shares; 2026Q3: 29,990 shares 29,990 $8.16M 0.88% -500 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,100 shares; 2025Q4: 13,100 shares; 2026Q1: 13,100 shares; 2026Q2: 13,100 shares; 2026Q3: 13,100 shares 13,100 $8.01M 0.86% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 22,465 shares; 2025Q4: 71,585 shares; 2026Q1: 74,135 shares; 2026Q2: 73,435 shares; 2026Q3: 73,935 shares 73,935 $7.96M 0.86% +500 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,292 shares; 2025Q1: 84,192 shares; 2025Q2: 76,292 shares; 2025Q3: 69,892 shares; 2025Q4: 50,207 shares; 2026Q1: 50,257 shares; 2026Q2: 50,257 shares; 2026Q3: 48,307 shares 48,307 $7.02M 0.76% -1,950 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,500 shares; 2026Q1: 44,795 shares; 2026Q2: 55,295 shares; 2026Q3: 55,295 shares 55,295 $6.73M 0.73% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,325 shares; 2025Q1: 18,275 shares; 2025Q2: 18,085 shares; 2025Q3: 18,085 shares; 2025Q4: 18,200 shares; 2026Q1: 18,075 shares; 2026Q2: 17,280 shares; 2026Q3: 17,390 shares 17,390 $6.11M 0.66% +110 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,862 shares; 2026Q3: 27,724 shares 27,724 $5.85M 0.63% -1,138 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,608 shares; 2025Q1: 21,608 shares; 2025Q2: 21,308 shares; 2025Q3: 21,008 shares; 2025Q4: 21,608 shares; 2026Q1: 21,365 shares; 2026Q2: 21,365 shares; 2026Q3: 20,815 shares 20,815 $5.76M 0.62% -550 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; 2024Q4: 177,087 shares; 2025Q1: 178,787 shares; 2025Q2: 154,287 shares; 2025Q3: 153,262 shares; 2025Q4: 113,510 shares; 2026Q1: 113,060 shares; 2026Q2: 110,010 shares; 2026Q3: 106,910 shares 106,910 $4.9M 0.53% -3,100 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; 2024Q4: 37,099 shares; 2025Q1: 36,699 shares; 2025Q2: 32,599 shares; 2025Q3: 34,629 shares; 2025Q4: 35,151 shares; 2026Q1: 33,984 shares; 2026Q2: 25,060 shares; 2026Q3: 21,145 shares 21,145 $4.68M 0.51% -3,915 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; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 4,650 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,050 shares; 2026Q2: 5,050 shares; 2026Q3: 5,050 shares 5,050 $4.55M 0.49% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,862 shares; 2026Q3: 28,224 shares 28,224 $4.37M 0.47% -638 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,350 shares; 2025Q1: 4,510 shares; 2025Q2: 4,560 shares; 2025Q3: 4,845 shares; 2025Q4: 5,725 shares; 2026Q1: 5,575 shares; 2026Q2: 5,615 shares; 2026Q3: 5,845 shares 5,845 $4.24M 0.46% +230 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,990 shares; 2025Q2: 2,490 shares; 2025Q3: 2,935 shares; 2025Q4: 6,010 shares; 2026Q1: 8,755 shares; 2026Q2: 11,130 shares; 2026Q3: 17,230 shares 17,230 $3.93M 0.42% +6,100 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; 2024Q4: 54,097 shares; 2025Q1: 54,097 shares; 2025Q2: 53,097 shares; 2025Q3: 53,097 shares; 2025Q4: 52,397 shares; 2026Q1: 52,397 shares; 2026Q2: 52,022 shares; 2026Q3: 49,872 shares 49,872 $3.78M 0.41% -2,150 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares; 2026Q1: 1,646 shares; 2026Q2: 1,291 shares; 2026Q3: 3,241 shares 3,241 $3.75M 0.4% +1,950 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; 2024Q4: 63,507 shares; 2025Q1: 61,231 shares; 2025Q2: 54,414 shares; 2025Q3: 56,264 shares; 2025Q4: 49,997 shares; 2026Q1: 47,697 shares; 2026Q2: 44,263 shares; 2026Q3: 42,738 shares 42,738 $3.66M 0.4% -1,525 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,168 shares; 2025Q1: 7,168 shares; 2025Q2: 7,168 shares; 2025Q3: 7,888 shares; 2025Q4: 8,488 shares; 2026Q1: 8,488 shares; 2026Q2: 7,220 shares; 2026Q3: 6,720 shares 6,720 $3.62M 0.39% -500 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,094 shares; 2025Q1: 66,219 shares; 2025Q2: 54,884 shares; 2025Q3: 58,134 shares; 2025Q4: 44,349 shares; 2026Q1: 29,689 shares; 2026Q2: 29,149 shares; 2026Q3: 28,134 shares 28,134 $3.52M 0.38% -1,015 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,780 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,400 shares; 2025Q4: 10,250 shares; 2026Q1: 9,750 shares; 2026Q2: 9,350 shares; 2026Q3: 8,150 shares 8,150 $3.44M 0.37% -1,200 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,514 shares; 2025Q1: 26,066 shares; 2025Q2: 23,105 shares; 2025Q3: 23,990 shares; 2025Q4: 20,377 shares; 2026Q1: 16,852 shares; 2026Q2: 13,400 shares; 2026Q3: 12,125 shares 12,125 $3.13M 0.34% -1,275 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,900 shares; 2025Q4: 4,675 shares; 2026Q1: 4,675 shares; 2026Q2: 4,640 shares; 2026Q3: 4,624 shares 4,624 $3.11M 0.34% -16 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,264 shares; 2025Q1: 21,514 shares; 2025Q2: 17,214 shares; 2025Q3: 19,825 shares; 2025Q4: 20,286 shares; 2026Q1: 18,569 shares; 2026Q2: 16,739 shares; 2026Q3: 16,539 shares 16,539 $2.96M 0.32% -200 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; 2024Q4: 45,347 shares; 2025Q1: 45,347 shares; 2025Q2: 46,597 shares; 2025Q3: 46,497 shares; 2025Q4: 46,097 shares; 2026Q1: 46,097 shares; 2026Q2: 43,649 shares; 2026Q3: 32,949 shares 32,949 $2.84M 0.31% -10,700 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,877 shares; 2025Q1: 36,552 shares; 2025Q2: 31,670 shares; 2025Q3: 34,287 shares; 2025Q4: 33,181 shares; 2026Q1: 32,381 shares; 2026Q2: 15,550 shares; 2026Q3: 15,350 shares 15,350 $2.81M 0.3% -200 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; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 3,221 shares; 2025Q3: 3,259 shares; 2025Q4: 3,568 shares; 2026Q1: 3,407 shares; 2026Q2: 3,381 shares; 2026Q3: 3,444 shares 3,444 $2.63M 0.28% +63 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; 2024Q4: 8,374 shares; 2025Q1: 8,364 shares; 2025Q2: 19,642 shares; 2025Q3: 19,642 shares; 2025Q4: 19,564 shares; 2026Q1: 19,564 shares; 2026Q2: 19,564 shares; 2026Q3: 18,064 shares 18,064 $2.62M 0.28% -1,500 Timeline VIMAX VNGD MRNGST MD-CP IDX FD-ADM More: the full row for VNGD MRNGST MD-CP IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 604 shares; 2026Q2: 604 shares; 2026Q3: 604 shares 604 $2.35M 0.25% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 6,500 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares; 2026Q3: 5,800 shares 5,800 $2.25M 0.24% -1,400 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,100 shares; 2025Q1: 28,100 shares; 2025Q2: 28,100 shares; 2025Q3: 37,400 shares; 2025Q4: 42,810 shares; 2026Q1: 42,310 shares; 2026Q2: 35,510 shares; 2026Q3: 36,610 shares 36,610 $2M 0.22% +1,100 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,265 shares; 2025Q1: 2,378 shares; 2025Q2: 2,152 shares; 2025Q3: 2,290 shares; 2025Q4: 2,269 shares; 2026Q1: 2,479 shares; 2026Q2: 2,444 shares; 2026Q3: 2,604 shares 2,604 $1.99M 0.22% +160 Timeline VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,454 shares; 2025Q1: 2,466 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,333 shares; 2026Q2: 2,288 shares; 2026Q3: 2,523 shares 2,523 $1.78M 0.19% +235 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,430 shares; 2025Q1: 19,330 shares; 2025Q2: 18,800 shares; 2025Q3: 17,800 shares; 2025Q4: 16,400 shares; 2026Q1: 16,400 shares; 2026Q2: 16,200 shares; 2026Q3: 16,200 shares 16,200 $1.53M 0.16% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,800 shares 1,800 $1.46M 0.16% 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; 2024Q4: 1,349 shares; 2025Q1: 1,399 shares; 2025Q2: not reported; 2025Q3: 2,262 shares; 2025Q4: 1,605 shares; 2026Q1: 1,591 shares; 2026Q2: 1,831 shares; 2026Q3: 1,837 shares 1,837 $1.36M 0.15% +6 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,250 shares; 2026Q1: 6,525 shares; 2026Q2: 7,150 shares; 2026Q3: 8,550 shares 8,550 $1.33M 0.14% +1,400 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,800 shares; 2026Q1: 15,800 shares; 2026Q2: 20,000 shares; 2026Q3: 20,000 shares 20,000 $1.28M 0.14% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,010 shares; 2026Q1: 3,410 shares; 2026Q2: 2,560 shares; 2026Q3: 2,360 shares 2,360 $1.2M 0.13% -200 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,043 shares; 2025Q1: 9,271 shares; 2025Q2: 9,098 shares; 2025Q3: 9,398 shares; 2025Q4: 10,273 shares; 2026Q1: 10,188 shares; 2026Q2: 1,900 shares; 2026Q3: 1,900 shares 1,900 $1.05M 0.11% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,625 shares; 2025Q1: 12,625 shares; 2025Q2: 12,625 shares; 2025Q3: 12,625 shares; 2025Q4: 12,625 shares; 2026Q1: 12,625 shares; 2026Q2: 12,225 shares; 2026Q3: 10,025 shares 10,025 $1.04M 0.11% -2,200 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,735 shares; 2025Q1: 4,735 shares; 2025Q2: 4,735 shares; 2025Q3: 4,743 shares; 2025Q4: 4,573 shares; 2026Q1: 4,673 shares; 2026Q2: 4,603 shares; 2026Q3: 4,503 shares 4,503 $1.04M 0.11% -100 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,550 shares; 2025Q1: 6,550 shares; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 5,100 shares; 2026Q1: 4,600 shares; 2026Q2: 3,700 shares; 2026Q3: 3,700 shares 3,700 $1.02M 0.11% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,886 shares; 2026Q2: 2,218 shares; 2026Q3: 2,191 shares 2,191 $963K 0.1% -27 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; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,011 shares; 2025Q3: 1,050 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,335 shares 1,335 $901K 0.1% +235 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares; 2026Q3: 15,000 shares 15,000 $866K 0.09% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares; 2025Q4: 8,708 shares; 2026Q1: 8,708 shares; 2026Q2: 8,208 shares; 2026Q3: 7,383 shares 7,383 $842K 0.09% -825 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; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,400 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $795K 0.09% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,237 shares; 2025Q1: 41,237 shares; 2025Q2: 31,037 shares; 2025Q3: 31,037 shares; 2025Q4: 28,650 shares; 2026Q1: 27,650 shares; 2026Q2: 26,350 shares; 2026Q3: 25,650 shares 25,650 $732K 0.08% -700 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 6,300 shares; 2026Q3: 6,300 shares 6,300 $692K 0.07% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares; 2026Q2: 1,415 shares; 2026Q3: 1,415 shares 1,415 $672K 0.07% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,895 shares; 2025Q1: 6,991 shares; 2025Q2: 5,591 shares; 2025Q3: 4,558 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares; 2026Q3: 2,100 shares 2,100 $599K 0.06% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,196 shares; 2025Q1: 3,196 shares; 2025Q2: 3,536 shares; 2025Q3: 3,536 shares; 2025Q4: 3,536 shares; 2026Q1: 3,536 shares; 2026Q2: 3,536 shares; 2026Q3: 3,536 shares 3,536 $580K 0.06% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 4,397 shares; 2025Q3: 4,347 shares; 2025Q4: 4,347 shares; 2026Q1: 4,047 shares; 2026Q2: 3,947 shares; 2026Q3: 3,847 shares 3,847 $548K 0.06% -100 Timeline VANGUARD EXTENDED MARKET IN… VANGUARD EXTENDED MARKET INDEX More: the full row for VANGUARD EXTENDED MARKET INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,095 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,095 shares; 2026Q2: 3,095 shares; 2026Q3: 3,095 shares 3,095 $544K 0.06% 0 NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,006 shares; 2025Q1: 70,900 shares; 2025Q2: 57,030 shares; 2025Q3: 52,305 shares; 2025Q4: 60,060 shares; 2026Q1: 64,210 shares; 2026Q2: 25,410 shares; 2026Q3: 15,010 shares 15,010 $531K 0.06% -10,400 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,114 shares; 2025Q1: 36,114 shares; 2025Q2: 30,252 shares; 2025Q3: 33,890 shares; 2025Q4: 33,802 shares; 2026Q1: 32,686 shares; 2026Q2: 32,686 shares; 2026Q3: 28,591 shares 28,591 $505K 0.05% -4,095 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,250 shares; 2025Q1: 31,150 shares; 2025Q2: 29,250 shares; 2025Q3: 27,150 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $487K 0.05% 0 Timeline WDOFF WESDOME GOLD MINES LTD (CANADA More: the full row for WESDOME GOLD MINES LTD (CANADA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,100 shares; 2025Q1: 14,400 shares; 2025Q2: 15,100 shares; 2025Q3: 30,250 shares; 2025Q4: 30,250 shares; 2026Q1: 30,450 shares; 2026Q2: 26,550 shares; 2026Q3: 18,550 shares 18,550 $458K 0.05% -8,000 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,258 shares; 2025Q1: 5,312 shares; 2025Q2: 4,338 shares; 2025Q3: 5,191 shares; 2025Q4: 3,976 shares; 2026Q1: 3,976 shares; 2026Q2: 1,775 shares; 2026Q3: 1,775 shares 1,775 $426K 0.05% 0 Timeline GROWTH FD OF AMER CL -A GROWTH FD OF AMER CL -A More: the full row for GROWTH FD OF AMER CL -A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,849 shares; 2026Q2: 4,799 shares; 2026Q3: 4,799 shares 4,799 $424K 0.05% 0 BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $423K 0.05% 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; 2024Q4: 5,812 shares; 2025Q1: 5,762 shares; 2025Q2: 4,812 shares; 2025Q3: 5,480 shares; 2025Q4: 5,546 shares; 2026Q1: 5,546 shares; 2026Q2: 5,546 shares; 2026Q3: 4,401 shares 4,401 $415K 0.04% -1,145 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 4,200 shares; 2026Q3: 4,200 shares 4,200 $411K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,585 shares; 2025Q1: 5,585 shares; 2025Q2: 5,585 shares; 2025Q3: 5,585 shares; 2025Q4: 5,120 shares; 2026Q1: 5,120 shares; 2026Q2: 4,920 shares; 2026Q3: 4,720 shares 4,720 $403K 0.04% -200 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350 shares; 2026Q3: 1,350 shares 1,350 $385K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,629 shares; 2025Q1: 4,629 shares; 2025Q2: 4,629 shares; 2025Q3: 4,629 shares; 2025Q4: 4,629 shares; 2026Q1: 4,629 shares; 2026Q2: 4,629 shares; 2026Q3: 4,629 shares 4,629 $384K 0.04% 0 Timeline VTSAX VNGD MRNGST TS MK IDX FD-ADM More: the full row for VNGD MRNGST TS MK IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $364K 0.04% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $356K 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 775 shares 775 $354K 0.04% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,240 shares; 2026Q3: 1,240 shares 1,240 $353K 0.04% 0 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares; 2026Q3: 4,350 shares 4,350 $352K 0.04% -1,000 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; 2024Q4: 1,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,850 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $350K 0.04% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,800 shares; 2025Q1: 17,800 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 9,800 shares; 2026Q1: 9,550 shares; 2026Q2: 9,550 shares; 2026Q3: 9,550 shares 9,550 $340K 0.04% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,900 shares; 2025Q1: 22,200 shares; 2025Q2: 23,900 shares; 2025Q3: 26,100 shares; 2025Q4: 48,700 shares; 2026Q1: 61,000 shares; 2026Q2: 54,000 shares; 2026Q3: 73,800 shares 73,800 $325K 0.04% +19,800 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,222 shares; 2026Q2: 6,222 shares; 2026Q3: 6,222 shares 6,222 $315K 0.03% 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; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $296K 0.03% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $289K 0.03% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,097 shares; 2025Q1: 4,940 shares; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares; 2026Q1: 4,840 shares; 2026Q2: 3,500 shares; 2026Q3: 3,100 shares 3,100 $281K 0.03% -400 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,500 shares; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares; 2026Q3: 3,500 shares 3,500 $272K 0.03% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,600 shares; 2025Q1: 2,500 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares; 2026Q3: 1,100 shares 1,100 $260K 0.03% -1,400 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,155 shares; 2025Q1: 4,855 shares; 2025Q2: 4,655 shares; 2025Q3: 4,655 shares; 2025Q4: 4,655 shares; 2026Q1: 4,055 shares; 2026Q2: 4,055 shares; 2026Q3: 4,055 shares 4,055 $245K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 595 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 730 shares; 2026Q3: 730 shares 730 $242K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares; 2026Q3: 1,250 shares 1,250 $232K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $229K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 2,920 shares; 2026Q3: 2,920 shares 2,920 $229K 0.02% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares; 2026Q3: 7,000 shares 7,000 $227K 0.02% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 650 shares 650 $226K 0.02% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 718 shares 718 $221K 0.02% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,243 shares; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $205K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: not reported; 2026Q2: 2,500 shares; 2026Q3: 2,500 shares 2,500 $200K 0.02% 0 Timeline