IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,975 shares; 2024Q4: 33,903 shares; 2025Q1: 36,833 shares; 2025Q2: 37,531 shares; 2025Q3: 38,212 shares; 2025Q4: 38,297 shares; 2026Q1: 34,633 shares; 2026Q2: 34,280 shares 34,280 $25.7M 12.59% -353 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,038 shares; 2025Q2: 457,846 shares; 2025Q3: 493,744 shares; 2025Q4: 497,448 shares; 2026Q1: 487,589 shares; 2026Q2: 491,077 shares 491,077 $18.8M 9.24% +3,488 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 51,634 shares; 2025Q3: 126,414 shares; 2025Q4: 145,895 shares; 2026Q1: 219,906 shares; 2026Q2: 265,350 shares 265,350 $18M 8.85% +45,444 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,034 shares; 2025Q2: 97,806 shares; 2025Q3: 142,251 shares; 2025Q4: 183,711 shares; 2026Q1: 232,189 shares; 2026Q2: 237,210 shares 237,210 $10.6M 5.19% +5,021 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,322 shares; 2024Q4: 247,167 shares; 2025Q1: 251,658 shares; 2025Q2: 254,467 shares; 2025Q3: 267,584 shares; 2025Q4: 279,558 shares; 2026Q1: 270,297 shares; 2026Q2: 205,529 shares 205,529 $8.45M 4.14% -64,768 Timeline IEI 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: 31,985 shares; 2025Q1: 34,414 shares; 2025Q2: 34,200 shares; 2025Q3: 41,952 shares; 2025Q4: 54,012 shares; 2026Q1: 57,794 shares; 2026Q2: 65,537 shares 65,537 $7.7M 3.78% +7,743 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,766 shares; 2024Q4: 146,938 shares; 2025Q1: 165,396 shares; 2025Q2: 178,423 shares; 2025Q3: 198,857 shares; 2025Q4: 149,231 shares; 2026Q1: 141,376 shares; 2026Q2: 132,148 shares 132,148 $6.66M 3.27% -9,228 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: 14,332 shares; 2024Q4: 13,845 shares; 2025Q1: 13,746 shares; 2025Q2: 13,621 shares; 2025Q3: 13,561 shares; 2025Q4: 13,474 shares; 2026Q1: 13,423 shares; 2026Q2: 13,229 shares 13,229 $6.62M 3.25% -194 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: 42,406 shares; 2024Q4: 42,406 shares; 2025Q1: 32,436 shares; 2025Q2: 27,019 shares; 2025Q3: 29,427 shares; 2025Q4: 29,373 shares; 2026Q1: 28,999 shares; 2026Q2: 28,939 shares 28,939 $5.79M 2.84% -60 Timeline IDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 159,055 shares; 2026Q2: 184,793 shares 184,793 $5.55M 2.72% +25,738 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: 16,496 shares; 2024Q4: 16,266 shares; 2025Q1: 16,838 shares; 2025Q2: 16,745 shares; 2025Q3: 17,266 shares; 2025Q4: 17,218 shares; 2026Q1: 17,161 shares; 2026Q2: 16,594 shares 16,594 $4.8M 2.36% -567 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: 15,415 shares; 2024Q4: 14,215 shares; 2025Q1: 14,205 shares; 2025Q2: 13,992 shares; 2025Q3: 13,709 shares; 2025Q4: 13,432 shares; 2026Q1: 12,765 shares; 2026Q2: 12,685 shares 12,685 $4.48M 2.2% -80 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: 159,265 shares; 2024Q4: 170,960 shares; 2025Q1: 39,351 shares; 2025Q2: 38,778 shares; 2025Q3: 37,512 shares; 2025Q4: 36,723 shares; 2026Q1: 36,560 shares; 2026Q2: 49,430 shares 49,430 $3.75M 1.84% +12,870 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 3,977 shares; 2026Q1: 32,640 shares; 2026Q2: 62,820 shares 62,820 $3.29M 1.61% +30,180 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 9,453 shares; 2025Q1: 26,042 shares; 2025Q2: 27,267 shares; 2025Q3: 27,917 shares; 2025Q4: 33,577 shares; 2026Q1: 43,702 shares; 2026Q2: 64,295 shares 64,295 $3.2M 1.57% +20,593 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,530 shares; 2025Q2: 15,573 shares; 2025Q3: 45,532 shares; 2025Q4: 46,146 shares; 2026Q1: 42,864 shares; 2026Q2: 65,184 shares 65,184 $3.1M 1.52% +22,320 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: 12,923 shares; 2024Q4: 12,499 shares; 2025Q1: 13,047 shares; 2025Q2: 13,222 shares; 2025Q3: 13,278 shares; 2025Q4: 12,681 shares; 2026Q1: 12,879 shares; 2026Q2: 12,470 shares 12,470 $2.97M 1.46% -409 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,539 shares; 2024Q4: 15,009 shares; 2025Q1: 15,009 shares; 2025Q2: 15,009 shares; 2025Q3: 14,205 shares; 2025Q4: 92,600 shares; 2026Q1: 118,996 shares; 2026Q2: 126,059 shares 126,059 $2.92M 1.43% +7,063 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,604 shares; 2025Q4: 8,604 shares; 2026Q1: 15,351 shares; 2026Q2: 44,718 shares 44,718 $2.53M 1.24% +29,367 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 135,531 shares; 2026Q1: 56,848 shares; 2026Q2: 54,614 shares 54,614 $2.19M 1.08% -2,234 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,252 shares; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,252 shares; 2025Q4: 12,252 shares; 2026Q1: 12,212 shares; 2026Q2: 12,290 shares 12,290 $2.09M 1.02% +78 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,562 shares; 2025Q1: 29,658 shares; 2025Q2: 29,911 shares; 2025Q3: 32,198 shares; 2025Q4: 32,291 shares; 2026Q1: 23,088 shares; 2026Q2: 26,157 shares 26,157 $1.98M 0.97% +3,069 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,804 shares; 2024Q4: 3,804 shares; 2025Q1: 3,867 shares; 2025Q2: 3,835 shares; 2025Q3: 3,804 shares; 2025Q4: 3,804 shares; 2026Q1: 3,804 shares; 2026Q2: 3,862 shares 3,862 $1.97M 0.96% +58 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 38,195 shares 38,195 $1.92M 0.94% new 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: 4,570 shares; 2024Q4: 4,535 shares; 2025Q1: 4,470 shares; 2025Q2: 4,465 shares; 2025Q3: 4,465 shares; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares; 2026Q2: 4,434 shares 4,434 $1.86M 0.91% 0 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: 4,626 shares; 2024Q4: 4,482 shares; 2025Q1: 5,030 shares; 2025Q2: 5,055 shares; 2025Q3: 5,025 shares; 2025Q4: 4,854 shares; 2026Q1: 4,974 shares; 2026Q2: 4,822 shares 4,822 $1.8M 0.88% -152 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: 12,967 shares; 2024Q4: 12,967 shares; 2025Q1: 12,967 shares; 2025Q2: 12,978 shares; 2025Q3: 12,615 shares; 2025Q4: 12,615 shares; 2026Q1: 12,341 shares; 2026Q2: 12,312 shares 12,312 $1.68M 0.83% -29 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,388 shares; 2024Q4: 24,744 shares; 2025Q1: 24,715 shares; 2025Q2: 24,316 shares; 2025Q3: 23,462 shares; 2025Q4: 22,394 shares; 2026Q1: 22,103 shares; 2026Q2: 19,521 shares 19,521 $1.6M 0.79% -2,582 Timeline IGF 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: 19,278 shares 19,278 $1.28M 0.63% new 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: 3,563 shares; 2024Q4: 3,489 shares; 2025Q1: 3,902 shares; 2025Q2: 3,611 shares; 2025Q3: 3,518 shares; 2025Q4: 3,623 shares; 2026Q1: 3,520 shares; 2026Q2: 3,575 shares 3,575 $1.28M 0.63% +55 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: 2,896 shares; 2024Q4: 2,799 shares; 2025Q1: 2,843 shares; 2025Q2: 2,767 shares; 2025Q3: 2,765 shares; 2025Q4: 2,703 shares; 2026Q1: 2,486 shares; 2026Q2: 2,236 shares 2,236 $1.15M 0.56% -250 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: 8,488 shares; 2024Q4: 8,478 shares; 2025Q1: 8,578 shares; 2025Q2: 8,467 shares; 2025Q3: 8,477 shares; 2025Q4: 8,477 shares; 2026Q1: 8,461 shares; 2026Q2: 8,061 shares 8,061 $1.11M 0.54% -400 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,258 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,330 shares; 2026Q1: 1,386 shares; 2026Q2: 1,372 shares 1,372 $1.01M 0.5% -14 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: 1,543 shares; 2024Q4: 1,544 shares; 2025Q1: 1,647 shares; 2025Q2: 1,637 shares; 2025Q3: 1,625 shares; 2025Q4: 1,668 shares; 2026Q1: 1,704 shares; 2026Q2: 1,733 shares 1,733 $976K 0.48% +29 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: 1,287 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares 1,287 $961K 0.47% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,510 shares; 2024Q4: 42,091 shares; 2025Q1: 42,157 shares; 2025Q2: 38,183 shares; 2025Q3: 37,420 shares; 2025Q4: 36,491 shares; 2026Q1: 36,151 shares; 2026Q2: 42,483 shares 42,483 $950K 0.47% +6,332 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 7,363 shares; 2026Q2: 30,723 shares 30,723 $940K 0.46% +23,360 Timeline TURF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 29,157 shares 29,157 $906K 0.44% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 19,534 shares 19,534 $857K 0.42% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,688 shares; 2024Q4: 17,790 shares; 2025Q1: 17,815 shares; 2025Q2: 17,815 shares; 2025Q3: 17,739 shares; 2025Q4: 17,174 shares; 2026Q1: 17,174 shares; 2026Q2: 16,869 shares 16,869 $850K 0.42% -305 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,189 shares; 2024Q4: 20,629 shares; 2025Q1: 24,969 shares; 2025Q2: 28,219 shares; 2025Q3: 23,349 shares; 2025Q4: 29,191 shares; 2026Q1: 30,842 shares; 2026Q2: 33,460 shares 33,460 $845K 0.41% +2,618 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 35,946 shares; 2025Q3: 9,178 shares; 2025Q4: 10,164 shares; 2026Q1: 11,789 shares; 2026Q2: 28,639 shares 28,639 $840K 0.41% +16,850 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: 2,036 shares; 2024Q4: 2,026 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,057 shares; 2025Q4: 2,180 shares; 2026Q1: 2,181 shares; 2026Q2: 2,215 shares 2,215 $820K 0.4% +34 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,055 shares; 2024Q4: 21,555 shares; 2025Q1: 21,555 shares; 2025Q2: 21,555 shares; 2025Q3: 21,555 shares; 2025Q4: 21,910 shares; 2026Q1: 21,910 shares; 2026Q2: 21,610 shares 21,610 $788K 0.39% -300 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,514 shares; 2026Q1: 1,551 shares; 2026Q2: 1,331 shares 1,331 $773K 0.38% -220 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,660 shares; 2024Q4: 8,916 shares; 2025Q1: 8,871 shares; 2025Q2: 8,337 shares; 2025Q3: 8,177 shares; 2025Q4: 7,807 shares; 2026Q1: 7,757 shares; 2026Q2: 7,147 shares 7,147 $769K 0.38% -610 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,869 shares; 2024Q4: 139,263 shares; 2025Q1: 201,453 shares; 2025Q2: 25,570 shares; 2025Q3: 22,329 shares; 2025Q4: 21,854 shares; 2026Q1: 21,309 shares; 2026Q2: 19,354 shares 19,354 $761K 0.37% -1,955 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR 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: 5,544 shares; 2026Q1: 5,544 shares; 2026Q2: 5,544 shares 5,544 $758K 0.37% 0 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: 1,863 shares; 2024Q4: 1,835 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,860 shares; 2026Q1: 1,967 shares; 2026Q2: 1,919 shares 1,919 $717K 0.35% -48 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,913 shares; 2025Q4: 4,943 shares; 2026Q1: 4,963 shares; 2026Q2: 4,868 shares 4,868 $713K 0.35% -95 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,115 shares; 2024Q4: 18,930 shares; 2025Q1: 18,489 shares; 2025Q2: 17,311 shares; 2025Q3: 16,749 shares; 2025Q4: 16,286 shares; 2026Q1: 14,158 shares; 2026Q2: 12,858 shares 12,858 $684K 0.34% -1,300 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 2,165 shares; 2025Q1: 2,015 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,962 shares; 2026Q1: 1,802 shares; 2026Q2: 1,802 shares 1,802 $664K 0.33% 0 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: 15,316 shares; 2024Q4: 14,418 shares; 2025Q1: 14,413 shares; 2025Q2: 14,156 shares; 2025Q3: 14,101 shares; 2025Q4: 13,671 shares; 2026Q1: 13,671 shares; 2026Q2: 13,118 shares 13,118 $661K 0.32% -553 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,927 shares; 2024Q4: 10,189 shares; 2025Q1: 10,189 shares; 2025Q2: 10,189 shares; 2025Q3: 10,104 shares; 2025Q4: 10,104 shares; 2026Q1: 10,420 shares; 2026Q2: 12,900 shares 12,900 $654K 0.32% +2,480 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,314 shares; 2024Q4: 4,314 shares; 2025Q1: 4,314 shares; 2025Q2: 4,314 shares; 2025Q3: 3,834 shares; 2025Q4: 3,834 shares; 2026Q1: 3,834 shares; 2026Q2: 3,834 shares 3,834 $627K 0.31% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,267 shares; 2024Q4: 7,267 shares; 2025Q1: 7,267 shares; 2025Q2: 6,750 shares; 2025Q3: 6,300 shares; 2025Q4: 6,275 shares; 2026Q1: 6,275 shares; 2026Q2: 5,934 shares 5,934 $572K 0.28% -341 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: 484 shares 484 $569K 0.28% 0 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: 4,152 shares; 2024Q4: 3,908 shares; 2025Q1: 3,858 shares; 2025Q2: 3,807 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares; 2026Q1: 3,338 shares; 2026Q2: 2,588 shares 2,588 $568K 0.28% -750 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 2,464 shares; 2025Q1: 2,464 shares; 2025Q2: 2,464 shares; 2025Q3: 2,454 shares; 2025Q4: 2,439 shares; 2026Q1: 2,439 shares; 2026Q2: 2,344 shares 2,344 $532K 0.26% -95 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 680 shares; 2026Q1: 670 shares; 2026Q2: 648 shares 648 $517K 0.25% -22 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,362 shares; 2024Q4: 8,362 shares; 2025Q1: 8,342 shares; 2025Q2: 8,372 shares; 2025Q3: 8,372 shares; 2025Q4: 12,011 shares; 2026Q1: 12,011 shares; 2026Q2: 12,011 shares 12,011 $512K 0.25% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,181 shares; 2025Q1: 1,224 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,376 shares; 2026Q2: 1,376 shares 1,376 $510K 0.25% 0 Timeline IBDW 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: 9,560 shares; 2025Q3: 9,560 shares; 2025Q4: 22,260 shares; 2026Q1: 23,010 shares; 2026Q2: 23,010 shares 23,010 $480K 0.24% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,881 shares; 2024Q4: 9,081 shares; 2025Q1: 9,081 shares; 2025Q2: 9,081 shares; 2025Q3: 9,081 shares; 2025Q4: 9,701 shares; 2026Q1: 9,501 shares; 2026Q2: 9,406 shares 9,406 $472K 0.23% -95 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: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 2,324 shares; 2025Q2: 2,228 shares; 2025Q3: 2,178 shares; 2025Q4: 2,178 shares; 2026Q1: 1,858 shares; 2026Q2: 1,843 shares 1,843 $468K 0.23% -15 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 370 shares; 2025Q1: 366 shares; 2025Q2: 362 shares; 2025Q3: 363 shares; 2025Q4: 359 shares; 2026Q1: 357 shares; 2026Q2: 339 shares 339 $451K 0.22% -18 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,369 shares; 2024Q4: 1,369 shares; 2025Q1: 1,412 shares; 2025Q2: 1,473 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 1,361 shares; 2026Q2: 1,331 shares 1,331 $440K 0.22% -30 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: 1,278 shares; 2024Q4: 1,278 shares; 2025Q1: 1,278 shares; 2025Q2: 1,278 shares; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278 $432K 0.21% 0 Timeline GRID 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: not reported; 2026Q1: 2,162 shares; 2026Q2: 2,162 shares 2,162 $415K 0.2% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,315 shares; 2024Q4: 26,424 shares; 2025Q1: 3,352 shares; 2025Q2: 3,372 shares; 2025Q3: 3,097 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares; 2026Q2: 2,696 shares 2,696 $390K 0.19% -348 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: 418 shares; 2024Q4: 406 shares; 2025Q1: 404 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 408 shares 408 $382K 0.19% +6 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,088 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,077 shares; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares; 2026Q2: 1,078 shares 1,078 $370K 0.18% 0 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: 1,103 shares; 2024Q4: 928 shares; 2025Q1: 1,063 shares; 2025Q2: 1,068 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares; 2026Q1: 1,137 shares; 2026Q2: 1,123 shares 1,123 $367K 0.18% -14 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: 967 shares; 2024Q4: 974 shares; 2025Q1: 1,077 shares; 2025Q2: 1,052 shares; 2025Q3: 1,103 shares; 2025Q4: 1,096 shares; 2026Q1: 1,055 shares; 2026Q2: 1,055 shares 1,055 $362K 0.18% 0 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: not reported; 2026Q1: not reported; 2026Q2: 309 shares 309 $357K 0.17% new 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: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,377 shares 1,377 $347K 0.17% -16 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,618 shares; 2024Q4: 15,068 shares; 2025Q1: 15,068 shares; 2025Q2: 15,068 shares; 2025Q3: 15,068 shares; 2025Q4: 15,168 shares; 2026Q1: 15,888 shares; 2026Q2: 15,888 shares 15,888 $346K 0.17% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 854 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 837 shares; 2026Q1: 776 shares; 2026Q2: 749 shares 749 $339K 0.17% -27 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,852 shares; 2025Q2: 6,827 shares; 2025Q3: 6,827 shares; 2025Q4: 9,717 shares; 2026Q1: 9,993 shares; 2026Q2: 9,993 shares 9,993 $333K 0.16% 0 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: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,545 shares; 2026Q1: 2,730 shares; 2026Q2: 1,545 shares 1,545 $329K 0.16% -1,185 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,750 shares; 2024Q4: 5,750 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares; 2026Q2: 5,750 shares 5,750 $312K 0.15% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 424 shares; 2025Q2: 423 shares; 2025Q3: 443 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares; 2026Q2: 4,080 shares 4,080 $291K 0.14% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 5,043 shares; 2025Q1: 4,977 shares; 2025Q2: 4,593 shares; 2025Q3: 4,465 shares; 2025Q4: 4,239 shares; 2026Q1: 4,340 shares; 2026Q2: 3,752 shares 3,752 $289K 0.14% -588 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,950 shares; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares; 2026Q2: 6,850 shares 6,850 $288K 0.14% 0 Timeline VLUE 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: 1,428 shares; 2026Q2: 1,428 shares 1,428 $285K 0.14% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,375 shares 2,375 $279K 0.14% new Timeline TPUT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 10,975 shares 10,975 $276K 0.14% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,914 shares; 2024Q4: 3,485 shares; 2025Q1: 3,495 shares; 2025Q2: 3,308 shares; 2025Q3: 3,253 shares; 2025Q4: 3,048 shares; 2026Q1: 2,932 shares; 2026Q2: 2,912 shares 2,912 $275K 0.14% -20 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,673 shares; 2025Q2: 1,673 shares; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares; 2026Q1: 1,643 shares; 2026Q2: 1,593 shares 1,593 $274K 0.13% -50 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 471 shares 471 $270K 0.13% -30 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318,402 shares; 2024Q4: 18,425 shares; 2025Q1: 17,940 shares; 2025Q2: 17,771 shares; 2025Q3: 15,412 shares; 2025Q4: 14,198 shares; 2026Q1: 14,119 shares; 2026Q2: 11,815 shares 11,815 $269K 0.13% -2,304 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares; 2026Q2: 1,577 shares 1,577 $261K 0.13% +15 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,449 shares; 2024Q4: 5,954 shares; 2025Q1: 5,954 shares; 2025Q2: 5,954 shares; 2025Q3: 5,889 shares; 2025Q4: 4,709 shares; 2026Q1: 4,999 shares; 2026Q2: 4,949 shares 4,949 $259K 0.13% -50 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 2,197 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares; 2026Q1: 1,664 shares; 2026Q2: 1,525 shares 1,525 $251K 0.12% -139 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,597 shares; 2025Q2: 154,128 shares; 2025Q3: 145,643 shares; 2025Q4: 7,036 shares; 2026Q1: 7,036 shares; 2026Q2: 7,036 shares 7,036 $241K 0.12% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $234K 0.11% 0 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: 222 shares; 2026Q1: 222 shares; 2026Q2: 194 shares 194 $233K 0.11% -28 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,860 shares; 2026Q2: 11,860 shares 11,860 $232K 0.11% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,740 shares; 2026Q2: 11,740 shares 11,740 $230K 0.11% 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,132 shares; 2025Q2: 1,089 shares; 2025Q3: 1,582 shares; 2025Q4: 1,512 shares; 2026Q1: 1,387 shares; 2026Q2: 848 shares 848 $229K 0.11% -539 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,183 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $229K 0.11% 0 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: 434 shares; 2025Q4: 434 shares; 2026Q1: not reported; 2026Q2: 2,604 shares 2,604 $224K 0.11% 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: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 748 shares 748 $223K 0.11% new 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: 688 shares; 2024Q4: 690 shares; 2025Q1: 840 shares; 2025Q2: 829 shares; 2025Q3: 717 shares; 2025Q4: 738 shares; 2026Q1: not reported; 2026Q2: 519 shares 519 $216K 0.11% new Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,000 shares 4,000 $213K 0.1% new 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: 331 shares 331 $212K 0.1% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $209K 0.1% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: 2,367 shares; 2025Q1: 2,285 shares; 2025Q2: 1,945 shares; 2025Q3: 1,946 shares; 2025Q4: 1,860 shares; 2026Q1: 1,861 shares; 2026Q2: 1,408 shares 1,408 $209K 0.1% -453 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 744 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $208K 0.1% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 872 shares 872 $206K 0.1% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 917 shares 917 $206K 0.1% new Timeline