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: not reported; 2024Q4: not reported; 2025Q1: 41,099 shares; 2025Q2: 158,802 shares; 2025Q3: 207,654 shares; 2025Q4: 1,238,549 shares; 2026Q1: 1,484,594 shares; 2026Q2: 1,282,430 shares 1,282,430 $744M 6.82% -202,164 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: 69,447 shares; 2024Q4: 75,140 shares; 2025Q1: 111,640 shares; 2025Q2: 290,249 shares; 2025Q3: 374,166 shares; 2025Q4: 2,310,067 shares; 2026Q1: 2,435,975 shares; 2026Q2: 2,418,468 shares 2,418,468 $576M 5.28% -17,507 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: 70,601 shares; 2024Q4: 69,589 shares; 2025Q1: 81,438 shares; 2025Q2: 125,029 shares; 2025Q3: 151,643 shares; 2025Q4: 1,475,081 shares; 2026Q1: 1,549,069 shares; 2026Q2: 1,607,924 shares 1,607,924 $551M 5.05% +58,855 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,815 shares; 2025Q2: 55,941 shares; 2025Q3: 71,973 shares; 2025Q4: 479,659 shares; 2026Q1: 461,171 shares; 2026Q2: 465,513 shares 465,513 $547M 5.01% +4,342 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: 48,551 shares; 2024Q4: 54,429 shares; 2025Q1: 52,371 shares; 2025Q2: 51,900 shares; 2025Q3: 44,415 shares; 2025Q4: 1,781,404 shares; 2026Q1: 1,539,555 shares; 2026Q2: 1,523,852 shares 1,523,852 $544M 4.99% -15,703 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: not reported; 2024Q4: not reported; 2025Q1: 25,283 shares; 2025Q2: 106,348 shares; 2025Q3: 148,504 shares; 2025Q4: 1,387,050 shares; 2026Q1: 1,383,336 shares; 2026Q2: 1,439,418 shares 1,439,418 $537M 4.92% +56,082 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 448,733 shares; 2025Q3: 580,925 shares; 2025Q4: 5,861,042 shares; 2026Q1: 5,915,803 shares; 2026Q2: 5,975,636 shares 5,975,636 $520M 4.77% +59,833 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: 164,791 shares; 2024Q4: 146,226 shares; 2025Q1: 124,593 shares; 2025Q2: 154,199 shares; 2025Q3: 147,968 shares; 2025Q4: 1,061,011 shares; 2026Q1: 1,068,039 shares; 2026Q2: 1,082,574 shares 1,082,574 $516M 4.73% +14,535 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: 183,564 shares; 2024Q4: 174,061 shares; 2025Q1: 191,321 shares; 2025Q2: 203,860 shares; 2025Q3: 202,996 shares; 2025Q4: 1,214,325 shares; 2026Q1: 1,237,530 shares; 2026Q2: 1,288,098 shares 1,288,098 $480M 4.4% +50,568 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82,256 shares; 2025Q1: 237,848 shares; 2025Q2: 240,853 shares; 2025Q3: 221,186 shares; 2025Q4: 1,774,180 shares; 2026Q1: 1,864,092 shares; 2026Q2: 1,980,510 shares 1,980,510 $470M 4.31% +116,418 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,790 shares; 2024Q4: 68,521 shares; 2025Q1: 109,652 shares; 2025Q2: 126,158 shares; 2025Q3: 120,987 shares; 2025Q4: 786,216 shares; 2026Q1: 793,472 shares; 2026Q2: 814,886 shares 814,886 $408M 3.74% +21,414 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 40,856 shares; 2025Q4: 1,416,720 shares; 2026Q1: 1,550,677 shares; 2026Q2: 1,838,344 shares 1,838,344 $369M 3.38% +287,667 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,321 shares; 2024Q4: 39,985 shares; 2025Q1: 48,739 shares; 2025Q2: 72,328 shares; 2025Q3: 81,945 shares; 2025Q4: 715,381 shares; 2026Q1: 786,829 shares; 2026Q2: 816,669 shares 816,669 $364M 3.34% +29,840 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; 2024Q3: not reported; 2024Q4: 56,089 shares; 2025Q1: 87,393 shares; 2025Q2: 118,494 shares; 2025Q3: 125,120 shares; 2025Q4: 938,953 shares; 2026Q1: 880,594 shares; 2026Q2: 842,562 shares 842,562 $350M 3.21% -38,032 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,183 shares; 2025Q2: 148,069 shares; 2025Q3: 213,194 shares; 2025Q4: 1,900,000 shares; 2026Q1: 2,023,752 shares; 2026Q2: 2,090,489 shares 2,090,489 $348M 3.19% +66,737 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,811 shares; 2025Q2: 135,210 shares; 2025Q3: 191,469 shares; 2025Q4: 1,459,178 shares; 2026Q1: 1,460,242 shares; 2026Q2: 1,573,940 shares 1,573,940 $348M 3.18% +113,698 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,950 shares; 2025Q3: 39,133 shares; 2025Q4: 275,428 shares; 2026Q1: 287,121 shares; 2026Q2: 297,832 shares 297,832 $337M 3.09% +10,711 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: not reported; 2024Q4: 70,061 shares; 2025Q1: 229,613 shares; 2025Q2: 221,991 shares; 2025Q3: 211,425 shares; 2025Q4: 1,151,229 shares; 2026Q1: 1,115,102 shares; 2026Q2: 1,157,301 shares 1,157,301 $326M 2.98% +42,199 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 557,691 shares; 2025Q1: 607,408 shares; 2025Q2: 734,555 shares; 2025Q3: 902,559 shares; 2025Q4: 6,278,654 shares; 2026Q1: 6,174,526 shares; 2026Q2: 7,838,137 shares 7,838,137 $320M 2.93% +1,663,611 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN 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: 186,338 shares; 2025Q4: 2,081,207 shares; 2026Q1: 2,216,370 shares; 2026Q2: 2,451,234 shares 2,451,234 $302M 2.76% +234,864 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED 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: 948,000 shares; 2026Q1: 62,656,751 shares; 2026Q2: 70,584,847 shares 70,584,847 $265M 2.43% +7,928,096 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,644 shares; 2025Q2: 85,542 shares; 2025Q3: 108,087 shares; 2025Q4: 369,126 shares; 2026Q1: 419,616 shares; 2026Q2: 570,288 shares 570,288 $168M 1.54% +150,672 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE 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: not reported; 2026Q1: 532,998 shares; 2026Q2: 689,422 shares 689,422 $155M 1.42% +156,424 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: 214,285 shares; 2024Q4: 222,308 shares; 2025Q1: 220,838 shares; 2025Q2: 220,166 shares; 2025Q3: 231,790 shares; 2025Q4: 329,641 shares; 2026Q1: 327,333 shares; 2026Q2: 351,835 shares 351,835 $130M 1.19% +24,502 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L 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: 2,012,715 shares; 2026Q1: 1,823,111 shares; 2026Q2: 1,965,980 shares 1,965,980 $124M 1.14% +142,869 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: 271,917 shares; 2024Q4: 264,117 shares; 2025Q1: 290,252 shares; 2025Q2: 347,955 shares; 2025Q3: 387,319 shares; 2025Q4: 337,972 shares; 2026Q1: 295,291 shares; 2026Q2: 247,250 shares 247,250 $87.4M 0.8% -48,041 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 903,597 shares; 2025Q3: not reported; 2025Q4: 1,809,388 shares; 2026Q1: 1,650,084 shares; 2026Q2: 1,645,092 shares 1,645,092 $76.4M 0.7% -4,992 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100,653 shares; 2025Q1: 333,078 shares; 2025Q2: 153,507 shares; 2025Q3: 58,570 shares; 2025Q4: 589,882 shares; 2026Q1: 418,282 shares; 2026Q2: 367,840 shares 367,840 $68M 0.62% -50,442 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,156 shares; 2026Q1: 38,855 shares; 2026Q2: 39,058 shares 39,058 $66.3M 0.61% +203 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 17,133 shares; 2025Q4: 211,306 shares; 2026Q1: 257,519 shares; 2026Q2: 258,166 shares 258,166 $61.7M 0.57% +647 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,101 shares; 2024Q4: 233,469 shares; 2025Q1: 40,691 shares; 2025Q2: 21,267 shares; 2025Q3: 31,498 shares; 2025Q4: 495,308 shares; 2026Q1: 513,715 shares; 2026Q2: 527,164 shares 527,164 $61.5M 0.56% +13,449 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408,394 shares; 2025Q3: not reported; 2025Q4: 589,392 shares; 2026Q1: 630,051 shares; 2026Q2: 683,953 shares 683,953 $59.2M 0.54% +53,902 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: 201,788 shares; 2024Q4: 226,265 shares; 2025Q1: 283,203 shares; 2025Q2: 412,814 shares; 2025Q3: 482,359 shares; 2025Q4: 654,609 shares; 2026Q1: 590,421 shares; 2026Q2: 642,480 shares 642,480 $48.5M 0.44% +52,059 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,335 shares; 2025Q1: 14,335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675,504 shares; 2026Q1: 530,219 shares; 2026Q2: 510,733 shares 510,733 $47.7M 0.44% -19,486 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 60,914 shares; 2026Q1: 48,950 shares; 2026Q2: 42,845 shares 42,845 $30.8M 0.28% -6,105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,731 shares; 2026Q1: 69,137 shares; 2026Q2: 57,305 shares 57,305 $28.7M 0.26% -11,832 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: not reported; 2024Q4: not reported; 2025Q1: 21,927 shares; 2025Q2: 107,919 shares; 2025Q3: 113,538 shares; 2025Q4: 123,485 shares; 2026Q1: 76,913 shares; 2026Q2: 81,583 shares 81,583 $27.6M 0.25% +4,670 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 185,553 shares; 2026Q1: 185,553 shares; 2026Q2: 235,661 shares 235,661 $24M 0.22% +50,108 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD 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: 616,575 shares; 2026Q1: 574,688 shares; 2026Q2: 604,978 shares 604,978 $23.1M 0.21% +30,290 Timeline LMBS 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: not reported; 2024Q4: 303,024 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 362,799 shares; 2026Q1: 379,432 shares; 2026Q2: 455,785 shares 455,785 $22.7M 0.21% +76,353 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: 72,188 shares; 2024Q4: 57,188 shares; 2025Q1: 62,023 shares; 2025Q2: 61,221 shares; 2025Q3: 56,879 shares; 2025Q4: 110,298 shares; 2026Q1: 99,248 shares; 2026Q2: 72,701 shares 72,701 $21M 0.19% -26,547 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 184,763 shares; 2026Q1: 184,763 shares; 2026Q2: 184,762 shares 184,762 $20.8M 0.19% -1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,961 shares; 2024Q4: 260,961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260,961 shares; 2026Q1: 261,021 shares; 2026Q2: 260,961 shares 260,961 $19.8M 0.18% -60 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 320,453 shares; 2026Q1: 276,759 shares; 2026Q2: 263,274 shares 263,274 $18.9M 0.17% -13,485 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,022 shares; 2026Q1: 238,719 shares; 2026Q2: 196,050 shares 196,050 $14.6M 0.13% -42,669 Timeline FPA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 226,315 shares; 2026Q1: 255,410 shares; 2026Q2: 270,250 shares 270,250 $14.4M 0.13% +14,840 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP 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: 337,618 shares; 2026Q1: not reported; 2026Q2: 314,396 shares 314,396 $13.1M 0.12% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87,767 shares; 2025Q1: 87,787 shares; 2025Q2: 87,997 shares; 2025Q3: 87,997 shares; 2025Q4: 87,997 shares; 2026Q1: 88,397 shares; 2026Q2: 88,401 shares 88,401 $10.6M 0.1% +4 Timeline MCHI 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: not reported; 2025Q2: not reported; 2025Q3: 127,384 shares; 2025Q4: 188,081 shares; 2026Q1: 191,409 shares; 2026Q2: 191,409 shares 191,409 $9.77M 0.09% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 21,966 shares; 2026Q1: 21,966 shares; 2026Q2: 21,966 shares 21,966 $9.61M 0.09% 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: 25,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,104 shares; 2026Q1: 99,318 shares; 2026Q2: 116,407 shares 116,407 $9.46M 0.09% +17,089 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,980 shares; 2025Q3: 40,985 shares; 2025Q4: 508,470 shares; 2026Q1: 87,619 shares; 2026Q2: 94,482 shares 94,482 $8.7M 0.08% +6,863 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: not reported; 2024Q4: 11,986 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,334 shares; 2026Q1: 9,214 shares; 2026Q2: 11,329 shares 11,329 $8.46M 0.08% +2,115 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI 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: 225,945 shares; 2026Q1: 237,819 shares; 2026Q2: 251,724 shares 251,724 $6.81M 0.06% +13,905 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,101 shares; 2026Q2: 84,191 shares 84,191 $6.48M 0.06% +57,090 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: 21,907 shares; 2024Q4: 21,883 shares; 2025Q1: 23,861 shares; 2025Q2: 25,652 shares; 2025Q3: 20,890 shares; 2025Q4: 30,609 shares; 2026Q1: 27,942 shares; 2026Q2: 32,118 shares 32,118 $6.42M 0.06% +4,176 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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: 115,000 shares; 2026Q2: 115,000 shares 115,000 $5.67M 0.05% 0 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; 2024Q3: 10,114 shares; 2024Q4: 30,956 shares; 2025Q1: 15,975 shares; 2025Q2: 12,255 shares; 2025Q3: 10,943 shares; 2025Q4: 19,269 shares; 2026Q1: 7,886 shares; 2026Q2: 6,824 shares 6,824 $4.68M 0.04% -1,062 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: 31,273 shares; 2024Q4: 16,170 shares; 2025Q1: 16,220 shares; 2025Q2: 14,294 shares; 2025Q3: 14,294 shares; 2025Q4: 12,016 shares; 2026Q1: 11,913 shares; 2026Q2: 11,061 shares 11,061 $4.65M 0.04% -852 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,829 shares; 2025Q1: 18,037 shares; 2025Q2: 18,956 shares; 2025Q3: 19,511 shares; 2025Q4: 48,601 shares; 2026Q1: 50,886 shares; 2026Q2: 52,161 shares 52,161 $4.37M 0.04% +1,275 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,567 shares; 2026Q1: 6,495 shares; 2026Q2: 5,696 shares 5,696 $4.27M 0.04% -799 Timeline HYG 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,362 shares; 2026Q1: 48,653 shares; 2026Q2: 51,913 shares 51,913 $4.15M 0.04% +3,260 Timeline BZ KANZHUN LIMITED More: the full row for KANZHUN LIMITED 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: 222,900 shares; 2026Q2: 317,900 shares 317,900 $4.09M 0.04% +95,000 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,288 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,009 shares; 2026Q2: 58,009 shares 58,009 $3.9M 0.04% 0 Timeline FXI 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: not reported; 2025Q2: not reported; 2025Q3: 94,889 shares; 2025Q4: 120,818 shares; 2026Q1: 122,342 shares; 2026Q2: 122,342 shares 122,342 $3.86M 0.04% 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: 49,915 shares; 2024Q4: 46,642 shares; 2025Q1: 41,601 shares; 2025Q2: 21,487 shares; 2025Q3: 10,270 shares; 2025Q4: 11,436 shares; 2026Q1: 10,201 shares; 2026Q2: 7,340 shares 7,340 $3.77M 0.03% -2,861 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: 11,668 shares; 2024Q4: not reported; 2025Q1: 10,652 shares; 2025Q2: 10,612 shares; 2025Q3: not reported; 2025Q4: 13,793 shares; 2026Q1: 10,601 shares; 2026Q2: 10,164 shares 10,164 $3.33M 0.03% -437 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: not reported; 2024Q4: not reported; 2025Q1: 13,963 shares; 2025Q2: 13,683 shares; 2025Q3: 13,611 shares; 2025Q4: 14,265 shares; 2026Q1: 13,934 shares; 2026Q2: 13,834 shares 13,834 $3.27M 0.03% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,498 shares; 2025Q3: not reported; 2025Q4: 10,417 shares; 2026Q1: 7,461 shares; 2026Q2: 8,695 shares 8,695 $3.22M 0.03% +1,234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,892 shares; 2026Q1: 3,665 shares; 2026Q2: 4,240 shares 4,240 $3.12M 0.03% +575 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 55,194 shares 55,194 $3.06M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,134 shares; 2026Q1: 17,967 shares; 2026Q2: 17,746 shares 17,746 $2.94M 0.03% -221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,353 shares; 2026Q1: 18,952 shares; 2026Q2: 21,436 shares 21,436 $2.93M 0.03% +2,484 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,947 shares; 2025Q3: 14,902 shares; 2025Q4: 14,428 shares; 2026Q1: 24,021 shares; 2026Q2: 23,455 shares 23,455 $2.73M 0.02% -566 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 301,809 shares; 2026Q1: 16,350 shares; 2026Q2: 16,427 shares 16,427 $2.68M 0.02% +77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,678 shares; 2026Q1: 7,678 shares; 2026Q2: 7,678 shares 7,678 $2.64M 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,655 shares; 2024Q4: 16,655 shares; 2025Q1: 23,890 shares; 2025Q2: 26,074 shares; 2025Q3: 27,253 shares; 2025Q4: 28,463 shares; 2026Q1: 25,568 shares; 2026Q2: 16,778 shares 16,778 $2.63M 0.02% -8,790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,504 shares; 2026Q1: 53,504 shares; 2026Q2: 100,960 shares 100,960 $2.61M 0.02% +47,456 Timeline SILJ 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: not reported; 2024Q4: not reported; 2025Q1: 367,959 shares; 2025Q2: 245,368 shares; 2025Q3: 300,000 shares; 2025Q4: 300,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $2.59M 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,115 shares; 2024Q4: 56,854 shares; 2025Q1: 58,324 shares; 2025Q2: 58,181 shares; 2025Q3: 58,181 shares; 2025Q4: 61,198 shares; 2026Q1: 49,012 shares; 2026Q2: 42,989 shares 42,989 $2.45M 0.02% -6,023 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,327 shares; 2026Q1: 4,638 shares; 2026Q2: 4,318 shares 4,318 $2.43M 0.02% -320 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,522 shares; 2024Q4: 23,477 shares; 2025Q1: 21,678 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,610 shares; 2026Q1: 1,363 shares; 2026Q2: 1,222 shares 1,222 $2.43M 0.02% -141 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: 235,527 shares; 2024Q4: 148,286 shares; 2025Q1: 26,797 shares; 2025Q2: 11,998 shares; 2025Q3: not reported; 2025Q4: 9,579 shares; 2026Q1: 11,586 shares; 2026Q2: 9,513 shares 9,513 $2.42M 0.02% -2,073 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares; 2026Q1: 393 shares; 2026Q2: 1,987 shares 1,987 $2.38M 0.02% +1,594 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 912 shares; 2026Q1: 642 shares; 2026Q2: 12,362 shares 12,362 $2.2M 0.02% +11,720 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,800 shares; 2026Q1: 18,500 shares; 2026Q2: 23,586 shares 23,586 $2.13M 0.02% +5,086 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,913 shares; 2024Q4: 82,167 shares; 2025Q1: 78,899 shares; 2025Q2: 36,862 shares; 2025Q3: 19,086 shares; 2025Q4: 10,864 shares; 2026Q1: 5,359 shares; 2026Q2: 5,478 shares 5,478 $2.06M 0.02% +119 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: 69,407 shares; 2024Q4: 41,690 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,979 shares; 2026Q1: 4,034 shares; 2026Q2: 4,005 shares 4,005 $2.04M 0.02% -29 Timeline AVGO BROADCOM INC More: the full row for BROADCOM 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: 4,780 shares; 2026Q1: 4,720 shares; 2026Q2: 5,117 shares 5,117 $1.93M 0.02% +397 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: 14,182 shares; 2024Q4: not reported; 2025Q1: 10,814 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,515 shares; 2026Q1: 20,063 shares; 2026Q2: 19,899 shares 19,899 $1.91M 0.02% -164 Timeline VCIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,568 shares; 2026Q1: 10,161 shares; 2026Q2: 22,167 shares 22,167 $1.83M 0.02% +12,006 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,538 shares; 2026Q1: 8,308 shares; 2026Q2: 8,395 shares 8,395 $1.82M 0.02% +87 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,560 shares; 2024Q4: 211,222 shares; 2025Q1: 44,156 shares; 2025Q2: 17,185 shares; 2025Q3: 12,360 shares; 2025Q4: 12,693 shares; 2026Q1: 11,843 shares; 2026Q2: 11,758 shares 11,758 $1.78M 0.02% -85 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,579 shares; 2024Q4: 40,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,403 shares; 2026Q1: 6,808 shares; 2026Q2: 22,516 shares 22,516 $1.78M 0.02% +15,708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,327 shares; 2026Q1: 4,151 shares; 2026Q2: 4,179 shares 4,179 $1.7M 0.02% +28 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE 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: 8,806 shares; 2026Q1: 9,160 shares; 2026Q2: 8,758 shares 8,758 $1.52M 0.01% -402 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: 172,816 shares; 2024Q4: 173,964 shares; 2025Q1: 180,219 shares; 2025Q2: 83,249 shares; 2025Q3: 49,445 shares; 2025Q4: 13,670 shares; 2026Q1: 6,383 shares; 2026Q2: 6,605 shares 6,605 $1.47M 0.01% +222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,190 shares; 2026Q1: 11,289 shares; 2026Q2: 10,993 shares 10,993 $1.41M 0.01% -296 Timeline ABBV ABBVIE INC More: the full row for ABBVIE 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: 5,506 shares; 2026Q1: 5,196 shares; 2026Q2: 5,460 shares 5,460 $1.37M 0.01% +264 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,900 shares; 2024Q4: 26,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,900 shares; 2026Q1: 26,900 shares; 2026Q2: 26,900 shares 26,900 $1.35M 0.01% 0 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 24,234 shares; 2026Q2: 45,978 shares 45,978 $1.35M 0.01% +21,744 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,741 shares; 2025Q3: 15,741 shares; 2025Q4: 15,741 shares; 2026Q1: 15,741 shares; 2026Q2: 15,741 shares 15,741 $1.29M 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 4,193 shares; 2026Q1: 5,101 shares; 2026Q2: 7,291 shares 7,291 $1.29M 0.01% +2,190 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: 15,337 shares; 2024Q4: 14,685 shares; 2025Q1: 14,787 shares; 2025Q2: 15,219 shares; 2025Q3: not reported; 2025Q4: 9,179 shares; 2026Q1: 9,179 shares; 2026Q2: 9,212 shares 9,212 $1.29M 0.01% +33 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,598 shares; 2024Q4: 50,705 shares; 2025Q1: 45,164 shares; 2025Q2: 19,796 shares; 2025Q3: not reported; 2025Q4: 5,704 shares; 2026Q1: 3,010 shares; 2026Q2: 3,187 shares 3,187 $1.27M 0.01% +177 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $1.25M 0.01% 0 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: 142,004 shares; 2024Q4: not reported; 2025Q1: 14,715 shares; 2025Q2: 16,989 shares; 2025Q3: 18,106 shares; 2025Q4: 22,043 shares; 2026Q1: 15,716 shares; 2026Q2: 20,253 shares 20,253 $1.21M 0.01% +4,537 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE 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: 18,870 shares; 2026Q1: 18,820 shares; 2026Q2: 18,640 shares 18,640 $1.21M 0.01% -180 Timeline IWV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares; 2026Q2: 2,526 shares 2,526 $1.08M 0.01% 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: 844,239 shares; 2024Q4: 839,575 shares; 2025Q1: 846,335 shares; 2025Q2: 385,900 shares; 2025Q3: 154,577 shares; 2025Q4: 40,297 shares; 2026Q1: 22,748 shares; 2026Q2: 25,239 shares 25,239 $1.07M 0.01% +2,491 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,160 shares; 2026Q1: 19,160 shares; 2026Q2: 19,160 shares 19,160 $1.05M 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,558 shares; 2025Q1: 30,499 shares; 2025Q2: 15,660 shares; 2025Q3: 14,125 shares; 2025Q4: 14,776 shares; 2026Q1: 11,316 shares; 2026Q2: 13,261 shares 13,261 $1.03M 0.01% +1,945 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,223 shares; 2026Q1: 1,021 shares; 2026Q2: 1,417 shares 1,417 $1.03M 0.01% +396 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: 222,557 shares; 2024Q4: 147,014 shares; 2025Q1: 26,157 shares; 2025Q2: 12,784 shares; 2025Q3: 10,443 shares; 2025Q4: 7,760 shares; 2026Q1: 5,865 shares; 2026Q2: 7,517 shares 7,517 $1.02M 0.01% +1,652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,785 shares; 2026Q1: 7,018 shares; 2026Q2: 6,934 shares 6,934 $1.02M 0.01% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,311 shares; 2026Q1: 3,561 shares; 2026Q2: 3,695 shares 3,695 $1M 0.01% +134 Timeline VPL 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: not reported; 2024Q4: not reported; 2025Q1: 10,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,750 shares; 2026Q1: 8,120 shares; 2026Q2: 8,492 shares 8,492 $982K 0.01% +372 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: not reported; 2025Q2: not reported; 2025Q3: 10,797 shares; 2025Q4: 13,277 shares; 2026Q1: 7,198 shares; 2026Q2: 11,853 shares 11,853 $982K 0.01% +4,655 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,934 shares; 2025Q3: 38,271 shares; 2025Q4: 1,202,195 shares; 2026Q1: 925,284 shares; 2026Q2: 15,282 shares 15,282 $978K 0.01% -910,002 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 662 shares; 2026Q2: 888 shares 888 $945K 0.01% +226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,424 shares; 2026Q1: 1,981 shares; 2026Q2: 10,813 shares 10,813 $932K 0.01% +8,832 Timeline SMH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares; 2026Q1: 1,435 shares; 2026Q2: 1,394 shares 1,394 $914K 0.01% -41 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,285 shares; 2024Q4: 14,812 shares; 2025Q1: 55,613 shares; 2025Q2: 22,471 shares; 2025Q3: 16,407 shares; 2025Q4: 12,478 shares; 2026Q1: 12,478 shares; 2026Q2: 12,805 shares 12,805 $912K 0.01% +327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,604 shares; 2026Q1: 1,581 shares; 2026Q2: 7,092 shares 7,092 $880K 0.01% +5,511 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 10,700 shares 10,700 $873K 0.01% 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; 2024Q3: 173,731 shares; 2024Q4: 31,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,286 shares; 2026Q1: 3,838 shares; 2026Q2: 4,395 shares 4,395 $833K 0.01% +557 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: 366,266 shares; 2024Q4: 362,376 shares; 2025Q1: 340,795 shares; 2025Q2: 51,297 shares; 2025Q3: 25,645 shares; 2025Q4: 12,569 shares; 2026Q1: 8,141 shares; 2026Q2: 8,461 shares 8,461 $814K 0.01% +320 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 11,835 shares; 2026Q1: 15,425 shares; 2026Q2: 15,282 shares 15,282 $804K 0.01% -143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 617 shares; 2026Q1: not reported; 2026Q2: 5,837 shares 5,837 $697K 0.01% new Timeline EWY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,375 shares 3,375 $681K 0.01% new Timeline ITA 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares; 2026Q1: 2,651 shares; 2026Q2: 2,651 shares 2,651 $643K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476,860 shares; 2024Q4: 36,192 shares; 2025Q1: 18,460 shares; 2025Q2: 14,325 shares; 2025Q3: 13,723 shares; 2025Q4: 6,791 shares; 2026Q1: 5,667 shares; 2026Q2: 6,159 shares 6,159 $630K 0.01% +492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 848 shares; 2026Q1: 509 shares; 2026Q2: 673 shares 673 $629K 0.01% +164 Timeline VGIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,748 shares; 2026Q1: 10,183 shares; 2026Q2: 10,545 shares 10,545 $622K 0.01% +362 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,962 shares; 2026Q1: 7,257 shares; 2026Q2: 6,504 shares 6,504 $590K 0.01% -753 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; 2024Q3: 16,430 shares; 2024Q4: 16,430 shares; 2025Q1: 16,430 shares; 2025Q2: 16,430 shares; 2025Q3: 16,430 shares; 2025Q4: 20,230 shares; 2026Q1: 23,175 shares; 2026Q2: 10,745 shares 10,745 $575K 0.01% -12,430 Timeline REMX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,485 shares; 2026Q2: 6,485 shares 6,485 $573K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 16,700 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $564K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,822 shares; 2026Q1: 1,960 shares; 2026Q2: 2,066 shares 2,066 $558K 0.01% +106 Timeline IWB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,199 shares; 2026Q1: 1,189 shares; 2026Q2: 1,360 shares 1,360 $557K 0.01% +171 Timeline IWM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,931 shares; 2026Q1: 2,931 shares; 2026Q2: 1,848 shares 1,848 $555K 0.01% -1,083 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,764 shares; 2026Q1: 2,764 shares; 2026Q2: 7,123 shares 7,123 $553K 0.01% +4,359 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: 53,184 shares; 2024Q4: 50,792 shares; 2025Q1: 43,749 shares; 2025Q2: 16,804 shares; 2025Q3: not reported; 2025Q4: 3,514 shares; 2026Q1: 1,271 shares; 2026Q2: 1,199 shares 1,199 $543K <0.01% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,493 shares; 2026Q1: 1,229 shares; 2026Q2: 1,514 shares 1,514 $533K <0.01% +285 Timeline IVW 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,781 shares 3,781 $520K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,205 shares 1,205 $520K <0.01% new Timeline VXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,959 shares; 2026Q1: 1,959 shares; 2026Q2: 2,080 shares 2,080 $512K <0.01% +121 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; 2024Q3: 19,826 shares; 2024Q4: 13,207 shares; 2025Q1: 13,179 shares; 2025Q2: 13,179 shares; 2025Q3: 13,179 shares; 2025Q4: 16,296 shares; 2026Q1: 15,899 shares; 2026Q2: 6,182 shares 6,182 $511K <0.01% -9,717 Timeline EWJ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,616 shares; 2026Q1: 5,384 shares; 2026Q2: 5,384 shares 5,384 $502K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,467 shares; 2026Q1: 5,467 shares; 2026Q2: 6,095 shares 6,095 $502K <0.01% +628 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,629 shares; 2025Q3: 46,215 shares; 2025Q4: 127,866 shares; 2026Q1: 18,673 shares; 2026Q2: 1,867 shares 1,867 $487K <0.01% -16,806 Timeline VTV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,742 shares; 2026Q1: 1,606 shares; 2026Q2: 2,206 shares 2,206 $481K <0.01% +600 Timeline VIS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,281 shares; 2026Q1: 2,240 shares; 2026Q2: 1,317 shares 1,317 $475K <0.01% -923 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,145 shares; 2026Q1: 7,145 shares; 2026Q2: 6,734 shares 6,734 $471K <0.01% -411 Timeline SOXX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 712 shares 712 $456K <0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,133 shares; 2026Q1: 2,133 shares; 2026Q2: 2,144 shares 2,144 $444K <0.01% +11 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,379 shares; 2026Q1: 3,241 shares; 2026Q2: 3,871 shares 3,871 $438K <0.01% +630 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,628 shares; 2026Q1: 2,321 shares; 2026Q2: 374 shares 374 $431K <0.01% -1,947 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,268 shares; 2024Q4: 88,640 shares; 2025Q1: 14,793 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 1,099 shares; 2026Q2: 862 shares 862 $427K <0.01% -237 Timeline QUAL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,213 shares; 2026Q1: 1,815 shares; 2026Q2: 1,921 shares 1,921 $422K <0.01% +106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,719 shares; 2026Q1: 3,412 shares; 2026Q2: 3,448 shares 3,448 $405K <0.01% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,653 shares; 2026Q1: not reported; 2026Q2: 1,230 shares 1,230 $385K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares; 2026Q1: 1,806 shares; 2026Q2: 1,832 shares 1,832 $382K <0.01% +26 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,510 shares 7,510 $365K <0.01% +10 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,279 shares; 2026Q1: 1,288 shares; 2026Q2: 1,498 shares 1,498 $363K <0.01% +210 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632,605 shares; 2024Q4: 659,403 shares; 2025Q1: 571,536 shares; 2025Q2: 156,965 shares; 2025Q3: 47,843 shares; 2025Q4: 28,506 shares; 2026Q1: 13,256 shares; 2026Q2: 12,926 shares 12,926 $351K <0.01% -330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 599 shares; 2026Q2: 346 shares 346 $350K <0.01% -253 Timeline CIBR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,955 shares; 2026Q1: 3,831 shares; 2026Q2: 3,831 shares 3,831 $344K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA 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: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,200 shares 1,200 $340K <0.01% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,990 shares; 2026Q1: 5,960 shares; 2026Q2: 2,139 shares 2,139 $335K <0.01% -3,821 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY 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: 1,903 shares 1,903 $334K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,208 shares 2,208 $334K <0.01% +8 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,635 shares; 2026Q1: 1,590 shares; 2026Q2: 1,565 shares 1,565 $333K <0.01% -25 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 2,020 shares 2,020 $328K <0.01% +220 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 6,645 shares; 2026Q1: 6,645 shares; 2026Q2: 1,281 shares 1,281 $320K <0.01% -5,364 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS 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: 4,154 shares 4,154 $311K <0.01% new Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: not reported; 2026Q2: 10,207 shares 10,207 $299K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,979 shares; 2026Q1: 2,008 shares; 2026Q2: 2,363 shares 2,363 $298K <0.01% +355 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: 1,319 shares 1,319 $296K <0.01% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 7,282 shares; 2026Q1: 7,282 shares; 2026Q2: 7,362 shares 7,362 $295K <0.01% +80 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: 1,319 shares 1,319 $291K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,222 shares; 2026Q1: 1,222 shares; 2026Q2: 1,221 shares 1,221 $288K <0.01% -1 Timeline SCHG 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: 8,204 shares; 2026Q1: 7,744 shares; 2026Q2: 8,395 shares 8,395 $284K <0.01% +651 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67,926 shares; 2025Q1: 210,197 shares; 2025Q2: 87,280 shares; 2025Q3: 17,627 shares; 2025Q4: 5,892 shares; 2026Q1: 1,560 shares; 2026Q2: 1,621 shares 1,621 $272K <0.01% +61 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,313 shares 1,313 $271K <0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 6,750 shares; 2026Q1: 7,100 shares; 2026Q2: 7,275 shares 7,275 $270K <0.01% +175 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,178 shares; 2026Q1: not reported; 2026Q2: 2,788 shares 2,788 $269K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,368 shares; 2026Q1: 4,368 shares; 2026Q2: 3,884 shares 3,884 $266K <0.01% -484 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,967 shares; 2024Q4: 33,585 shares; 2025Q1: 30,182 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 963 shares; 2026Q1: 470 shares; 2026Q2: 467 shares 467 $262K <0.01% -3 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,924 shares; 2026Q1: 2,924 shares; 2026Q2: 2,853 shares 2,853 $261K <0.01% -71 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 2,950 shares 2,950 $253K <0.01% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE 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: 2,670 shares; 2026Q1: 2,670 shares; 2026Q2: 2,670 shares 2,670 $249K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,080 shares; 2024Q4: 247,293 shares; 2025Q1: 39,112 shares; 2025Q2: 10,712 shares; 2025Q3: not reported; 2025Q4: 2,786 shares; 2026Q1: not reported; 2026Q2: 2,230 shares 2,230 $228K <0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,295 shares; 2024Q4: 129,254 shares; 2025Q1: 20,664 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares; 2026Q1: not reported; 2026Q2: 759 shares 759 $226K <0.01% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,380 shares 5,380 $225K <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 292 shares 292 $223K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,769 shares 3,769 $219K <0.01% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,816 shares 2,816 $212K <0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 848 shares; 2026Q2: 629 shares 629 $208K <0.01% -219 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL 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: 4,154 shares 4,154 $207K <0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $202K <0.01% 0 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,800 shares 11,800 $173K <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP 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: 10,742 shares; 2026Q1: 10,742 shares; 2026Q2: 10,795 shares 10,795 $47.9K <0.01% +53 Timeline