SCHX 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: 521,887 shares; 2024Q4: 1,523,835 shares; 2025Q1: 1,588,294 shares; 2025Q2: 1,543,164 shares; 2025Q3: 1,408,496 shares; 2025Q4: 1,518,734 shares; 2026Q1: 1,426,767 shares; 2026Q2: 1,407,284 shares 1,407,284 $41.4M 13.58% -19,483 Timeline SCHO 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: 22,895 shares; 2025Q2: 633,783 shares; 2025Q3: 1,346,749 shares; 2025Q4: 1,381,585 shares; 2026Q1: 1,383,795 shares; 2026Q2: 1,399,521 shares 1,399,521 $33.8M 11.08% +15,726 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 159,464 shares; 2025Q1: 359,310 shares; 2025Q2: 454,694 shares; 2025Q3: 421,801 shares; 2025Q4: 431,784 shares; 2026Q1: 470,955 shares; 2026Q2: 489,580 shares 489,580 $24.2M 7.92% +18,625 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 135,018 shares; 2025Q1: 299,602 shares; 2025Q2: 378,510 shares; 2025Q3: 153,228 shares; 2025Q4: 145,942 shares; 2026Q1: 234,391 shares; 2026Q2: 215,191 shares 215,191 $21.7M 7.12% -19,200 Timeline FNDX 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: 104,962 shares; 2024Q4: 344,895 shares; 2025Q1: 479,558 shares; 2025Q2: 467,924 shares; 2025Q3: 451,869 shares; 2025Q4: 458,780 shares; 2026Q1: 494,636 shares; 2026Q2: 504,385 shares 504,385 $15.7M 5.14% +9,749 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 453,357 shares 453,357 $15.6M 5.11% new Timeline IJUN 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: 112,635 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415,535 shares 415,535 $13M 4.25% new Timeline FNDF 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: 94,001 shares; 2024Q4: 96,775 shares; 2025Q1: 110,031 shares; 2025Q2: 105,942 shares; 2025Q3: 102,717 shares; 2025Q4: 103,772 shares; 2026Q1: 216,248 shares; 2026Q2: 215,023 shares 215,023 $11.3M 3.72% -1,225 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 316,872 shares; 2025Q1: 758,212 shares; 2025Q2: 649,506 shares; 2025Q3: 219,214 shares; 2025Q4: 223,321 shares; 2026Q1: 244,852 shares; 2026Q2: 220,052 shares 220,052 $7.84M 2.57% -24,800 Timeline EJAN 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: 197,793 shares; 2026Q2: 197,501 shares 197,501 $7.11M 2.33% -292 Timeline FNDE 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: 153,537 shares; 2025Q2: 151,920 shares; 2025Q3: 148,588 shares; 2025Q4: 161,334 shares; 2026Q1: 171,213 shares; 2026Q2: 171,753 shares 171,753 $6.82M 2.23% +540 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: 8,153 shares; 2024Q4: 8,143 shares; 2025Q1: 8,014 shares; 2025Q2: 8,131 shares; 2025Q3: 7,955 shares; 2025Q4: 7,914 shares; 2026Q1: 7,887 shares; 2026Q2: 7,766 shares 7,766 $5.82M 1.91% -121 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 635,248 shares; 2025Q4: 174,351 shares; 2026Q1: 167,079 shares; 2026Q2: 160,448 shares 160,448 $5.46M 1.79% -6,631 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: 28,614 shares; 2024Q4: 28,256 shares; 2025Q1: 27,980 shares; 2025Q2: 26,451 shares; 2025Q3: 22,356 shares; 2025Q4: 22,266 shares; 2026Q1: 20,985 shares; 2026Q2: 20,558 shares 20,558 $4.37M 1.43% -427 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: 10,457 shares; 2024Q4: 10,352 shares; 2025Q1: 10,976 shares; 2025Q2: 10,955 shares; 2025Q3: 10,622 shares; 2025Q4: 10,537 shares; 2026Q1: 10,951 shares; 2026Q2: 10,466 shares 10,466 $3.9M 1.28% -485 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: 9,570 shares; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,420 shares; 2025Q3: 10,340 shares; 2025Q4: 9,766 shares; 2026Q1: 9,753 shares; 2026Q2: 9,753 shares 9,753 $2.82M 0.93% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,425 shares; 2024Q4: 7,425 shares; 2025Q1: 7,425 shares; 2025Q2: 7,915 shares; 2025Q3: 7,915 shares; 2025Q4: 7,555 shares; 2026Q1: 7,555 shares; 2026Q2: 7,555 shares 7,555 $2.76M 0.91% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,034 shares; 2024Q4: 10,202 shares; 2025Q1: 10,728 shares; 2025Q2: 10,774 shares; 2025Q3: 10,674 shares; 2025Q4: 9,750 shares; 2026Q1: 9,310 shares; 2026Q2: 9,268 shares 9,268 $2.41M 0.79% -42 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,156 shares; 2024Q4: 23,992 shares; 2025Q1: 17,768 shares; 2025Q2: 17,768 shares; 2025Q3: 17,590 shares; 2025Q4: 17,625 shares; 2026Q1: 17,064 shares; 2026Q2: 15,601 shares 15,601 $2.4M 0.79% -1,463 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,246 shares; 2024Q4: 24,603 shares; 2025Q1: 23,972 shares; 2025Q2: 24,372 shares; 2025Q3: 24,941 shares; 2025Q4: 25,079 shares; 2026Q1: 25,367 shares; 2026Q2: 25,952 shares 25,952 $2.28M 0.75% +585 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: 7,970 shares; 2024Q4: 7,221 shares; 2025Q1: 6,488 shares; 2025Q2: 6,488 shares; 2025Q3: 6,421 shares; 2025Q4: 6,325 shares; 2026Q1: 4,802 shares; 2026Q2: 7,974 shares 7,974 $2.24M 0.74% +3,172 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 761 shares; 2025Q4: 759 shares; 2026Q1: 745 shares; 2026Q2: 7,310 shares 7,310 $2.21M 0.72% +6,565 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,495 shares; 2025Q3: 5,625 shares; 2025Q4: 5,362 shares; 2026Q1: 5,337 shares; 2026Q2: 4,955 shares 4,955 $2.08M 0.68% -382 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,548 shares; 2024Q4: 14,940 shares; 2025Q1: 14,674 shares; 2025Q2: 8,778 shares; 2025Q3: 8,748 shares; 2025Q4: 8,803 shares; 2026Q1: 8,705 shares; 2026Q2: 8,703 shares 8,703 $2.07M 0.68% -2 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: 7,459 shares; 2024Q4: 7,354 shares; 2025Q1: 6,624 shares; 2025Q2: 6,624 shares; 2025Q3: 6,548 shares; 2025Q4: 6,477 shares; 2026Q1: 6,363 shares; 2026Q2: 6,330 shares 6,330 $2.07M 0.68% -33 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,637 shares; 2025Q2: 6,301 shares; 2025Q3: 6,162 shares; 2025Q4: 4,898 shares; 2026Q1: 4,715 shares; 2026Q2: 4,631 shares 4,631 $2.01M 0.66% -84 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: 21,152 shares; 2024Q4: 21,094 shares; 2025Q1: 28,454 shares; 2025Q2: 28,275 shares; 2025Q3: 27,988 shares; 2025Q4: 25,534 shares; 2026Q1: 24,886 shares; 2026Q2: 24,652 shares 24,652 $2M 0.66% -234 Timeline RSPN 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: 36,999 shares; 2024Q4: 35,749 shares; 2025Q1: 34,786 shares; 2025Q2: 33,365 shares; 2025Q3: 32,869 shares; 2025Q4: 32,375 shares; 2026Q1: 31,242 shares; 2026Q2: 30,975 shares 30,975 $1.98M 0.65% -267 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: 7,238 shares; 2024Q4: 7,313 shares; 2025Q1: 7,414 shares; 2025Q2: 7,704 shares; 2025Q3: 7,642 shares; 2025Q4: 7,475 shares; 2026Q1: 7,328 shares; 2026Q2: 7,298 shares 7,298 $1.84M 0.6% -30 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,950 shares; 2025Q3: 22,110 shares; 2025Q4: 23,100 shares; 2026Q1: 26,740 shares; 2026Q2: 33,810 shares 33,810 $1.71M 0.56% +7,070 Timeline IJUL 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: 442,325 shares; 2025Q4: 139,830 shares; 2026Q1: 47,405 shares; 2026Q2: 47,405 shares 47,405 $1.71M 0.56% 0 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: 3,406 shares; 2024Q4: 3,406 shares; 2025Q1: 3,406 shares; 2025Q2: 3,406 shares; 2025Q3: 3,416 shares; 2025Q4: 3,366 shares; 2026Q1: 3,356 shares; 2026Q2: 3,356 shares 3,356 $1.68M 0.55% 0 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: 7,536 shares; 2024Q4: 7,432 shares; 2025Q1: 10,824 shares; 2025Q2: 10,889 shares; 2025Q3: 12,303 shares; 2025Q4: 11,239 shares; 2026Q1: 10,797 shares; 2026Q2: 11,232 shares 11,232 $1.65M 0.54% +435 Timeline SGOV 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: 4,271 shares; 2025Q2: 5,283 shares; 2025Q3: 15,100 shares; 2025Q4: 19,156 shares; 2026Q1: 13,062 shares; 2026Q2: 16,259 shares 16,259 $1.64M 0.54% +3,197 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: 3,702 shares; 2024Q4: 3,436 shares; 2025Q1: 3,681 shares; 2025Q2: 3,681 shares; 2025Q3: 3,626 shares; 2025Q4: 3,591 shares; 2026Q1: 2,431 shares; 2026Q2: 3,109 shares 3,109 $1.58M 0.52% +678 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: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 2,419 shares; 2025Q4: 2,411 shares; 2026Q1: 2,349 shares; 2026Q2: 2,189 shares 2,189 $1.58M 0.52% -160 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,525 shares; 2024Q4: 7,779 shares; 2025Q1: 7,720 shares; 2025Q2: 7,782 shares; 2025Q3: 7,711 shares; 2025Q4: 6,499 shares; 2026Q1: 6,183 shares; 2026Q2: 6,484 shares 6,484 $1.57M 0.52% +301 Timeline VGK 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,541 shares; 2026Q2: 17,250 shares 17,250 $1.53M 0.5% -291 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: 46,905 shares; 2024Q4: 46,869 shares; 2025Q1: 36,513 shares; 2025Q2: 39,532 shares; 2025Q3: 31,353 shares; 2025Q4: 28,066 shares; 2026Q1: 27,561 shares; 2026Q2: 27,451 shares 27,451 $1.52M 0.5% -110 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: 4,180 shares; 2024Q4: 4,130 shares; 2025Q1: 4,090 shares; 2025Q2: 4,049 shares; 2025Q3: 4,017 shares; 2025Q4: 3,652 shares; 2026Q1: 3,590 shares; 2026Q2: 4,065 shares 4,065 $1.48M 0.48% +475 Timeline EZU 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: 21,247 shares; 2026Q2: 21,213 shares 21,213 $1.47M 0.48% -34 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,226 shares; 2024Q4: 5,271 shares; 2025Q1: 5,055 shares; 2025Q2: 5,190 shares; 2025Q3: 5,139 shares; 2025Q4: 4,937 shares; 2026Q1: 4,808 shares; 2026Q2: 4,750 shares 4,750 $1.39M 0.46% -58 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,077 shares; 2024Q4: 10,806 shares; 2025Q1: 9,946 shares; 2025Q2: 9,594 shares; 2025Q3: 9,529 shares; 2025Q4: 16,522 shares; 2026Q1: 7,221 shares; 2026Q2: 7,080 shares 7,080 $1.35M 0.44% -141 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,127 shares; 2024Q4: 6,178 shares; 2025Q1: 6,170 shares; 2025Q2: 6,170 shares; 2025Q3: 6,920 shares; 2025Q4: 6,602 shares; 2026Q1: 6,436 shares; 2026Q2: 6,149 shares 6,149 $1.31M 0.43% -287 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: 4,668 shares; 2024Q4: 4,684 shares; 2025Q1: 4,426 shares; 2025Q2: 4,142 shares; 2025Q3: 4,163 shares; 2025Q4: 3,248 shares; 2026Q1: 3,483 shares; 2026Q2: 3,492 shares 3,492 $1.29M 0.42% +9 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,635 shares; 2024Q4: 11,698 shares; 2025Q1: 10,845 shares; 2025Q2: 10,902 shares; 2025Q3: 10,683 shares; 2025Q4: 10,209 shares; 2026Q1: 9,808 shares; 2026Q2: 9,678 shares 9,678 $1.26M 0.41% -130 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,193 shares; 2024Q4: 3,207 shares; 2025Q1: 3,412 shares; 2025Q2: 3,560 shares; 2025Q3: 3,524 shares; 2025Q4: 3,013 shares; 2026Q1: 2,843 shares; 2026Q2: 2,804 shares 2,804 $1.17M 0.38% -39 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: 9,931 shares; 2024Q4: 11,362 shares; 2025Q1: 11,432 shares; 2025Q2: 11,657 shares; 2025Q3: 10,606 shares; 2025Q4: 10,719 shares; 2026Q1: 11,403 shares; 2026Q2: 11,403 shares 11,403 $1.1M 0.36% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,315 shares; 2024Q4: 8,022 shares; 2025Q1: 7,772 shares; 2025Q2: 7,382 shares; 2025Q3: 7,366 shares; 2025Q4: 7,352 shares; 2026Q1: 7,209 shares; 2026Q2: 7,105 shares 7,105 $1.1M 0.36% -104 Timeline PARK PARK DENTAL PARTNERS INC More: the full row for PARK DENTAL PARTNERS 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: 49,687 shares 49,687 $1.07M 0.35% new 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: 2,893 shares; 2024Q4: 2,813 shares; 2025Q1: 2,938 shares; 2025Q2: 3,103 shares; 2025Q3: 3,103 shares; 2025Q4: 3,103 shares; 2026Q1: 2,823 shares; 2026Q2: 2,823 shares 2,823 $997K 0.33% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,821 shares; 2025Q2: 5,657 shares; 2025Q3: 5,640 shares; 2025Q4: 5,638 shares; 2026Q1: 5,668 shares; 2026Q2: 5,570 shares 5,570 $984K 0.32% -98 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,447 shares; 2024Q4: 11,447 shares; 2025Q1: 11,907 shares; 2025Q2: 11,762 shares; 2025Q3: 7,713 shares; 2025Q4: 5,561 shares; 2026Q1: 5,509 shares; 2026Q2: 5,509 shares 5,509 $871K 0.29% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,114 shares; 2024Q4: 3,170 shares; 2025Q1: 3,697 shares; 2025Q2: 3,697 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares; 2026Q2: 8,314 shares 8,314 $838K 0.27% +5,617 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,771 shares; 2024Q4: 107,771 shares; 2025Q1: 107,276 shares; 2025Q2: 58,951 shares; 2025Q3: 59,446 shares; 2025Q4: 59,446 shares; 2026Q1: 59,446 shares; 2026Q2: 54,191 shares 54,191 $775K 0.25% -5,255 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: 10,035 shares; 2024Q4: 9,598 shares; 2025Q1: 8,785 shares; 2025Q2: 8,985 shares; 2025Q3: 4,654 shares; 2025Q4: 4,635 shares; 2026Q1: 4,585 shares; 2026Q2: 4,540 shares 4,540 $753K 0.25% -45 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,576 shares; 2024Q4: 3,459 shares; 2025Q1: 3,788 shares; 2025Q2: 3,925 shares; 2025Q3: 3,886 shares; 2025Q4: 2,066 shares; 2026Q1: 2,066 shares; 2026Q2: 2,052 shares 2,052 $743K 0.24% -14 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,825 shares; 2024Q4: 12,548 shares; 2025Q1: 12,632 shares; 2025Q2: 12,776 shares; 2025Q3: 12,919 shares; 2025Q4: 13,060 shares; 2026Q1: 12,256 shares; 2026Q2: 13,673 shares 13,673 $691K 0.23% +1,417 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,924 shares; 2024Q4: 15,285 shares; 2025Q1: 14,788 shares; 2025Q2: 14,263 shares; 2025Q3: 13,952 shares; 2025Q4: 4,856 shares; 2026Q1: 4,301 shares; 2026Q2: 4,269 shares 4,269 $677K 0.22% -32 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: 321 shares; 2024Q4: not reported; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 378 shares; 2025Q4: 387 shares; 2026Q1: 380 shares; 2026Q2: 561 shares 561 $673K 0.22% +181 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: 1,752 shares; 2024Q4: 1,693 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,888 shares; 2026Q1: 1,889 shares; 2026Q2: 1,864 shares 1,864 $666K 0.22% -25 Timeline IOCT 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: 292,095 shares; 2026Q1: 177,252 shares; 2026Q2: 17,941 shares 17,941 $664K 0.22% -159,311 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: 2,925 shares; 2025Q1: 5,728 shares; 2025Q2: 5,741 shares; 2025Q3: 5,747 shares; 2025Q4: 5,447 shares; 2026Q1: 4,918 shares; 2026Q2: 5,229 shares 5,229 $592K 0.19% +311 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,038 shares; 2024Q4: 3,973 shares; 2025Q1: 6,991 shares; 2025Q2: 7,232 shares; 2025Q3: 7,232 shares; 2025Q4: 6,612 shares; 2026Q1: 5,252 shares; 2026Q2: 5,277 shares 5,277 $565K 0.19% +25 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,553 shares; 2024Q4: 7,696 shares; 2025Q1: 7,760 shares; 2025Q2: 7,012 shares; 2025Q3: 7,096 shares; 2025Q4: 5,839 shares; 2026Q1: 7,367 shares; 2026Q2: 7,672 shares 7,672 $563K 0.18% +305 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,040 shares; 2024Q4: 6,971 shares; 2025Q1: 6,981 shares; 2025Q2: 13,884 shares; 2025Q3: 13,884 shares; 2025Q4: 11,520 shares; 2026Q1: 11,520 shares; 2026Q2: 11,521 shares 11,521 $553K 0.18% +1 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,390 shares; 2024Q4: 42,543 shares; 2025Q1: 41,769 shares; 2025Q2: 39,313 shares; 2025Q3: 34,472 shares; 2025Q4: 33,784 shares; 2026Q1: 33,786 shares; 2026Q2: 33,785 shares 33,785 $546K 0.18% -1 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: 2,800 shares; 2024Q4: 3,053 shares; 2025Q1: 3,378 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,229 shares; 2026Q1: 2,719 shares; 2026Q2: 2,700 shares 2,700 $540K 0.18% -19 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: 9,664 shares; 2024Q4: 9,664 shares; 2025Q1: 9,664 shares; 2025Q2: 9,664 shares; 2025Q3: 9,664 shares; 2025Q4: 9,899 shares; 2026Q1: 9,980 shares; 2026Q2: 10,056 shares 10,056 $538K 0.18% +76 Timeline IMAR 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: 122,321 shares; 2026Q2: 17,518 shares 17,518 $533K 0.17% -104,803 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: 2,262 shares; 2024Q4: 2,377 shares; 2025Q1: 2,357 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,127 shares; 2026Q1: 2,167 shares; 2026Q2: 2,167 shares 2,167 $513K 0.17% 0 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: 1,211 shares; 2024Q4: 1,216 shares; 2025Q1: 925 shares; 2025Q2: 905 shares; 2025Q3: 853 shares; 2025Q4: 756 shares; 2026Q1: 703 shares; 2026Q2: 682 shares 682 $509K 0.17% -21 Timeline ESGV 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: 3,604 shares; 2024Q4: 3,874 shares; 2025Q1: 3,874 shares; 2025Q2: 3,874 shares; 2025Q3: 3,874 shares; 2025Q4: 3,904 shares; 2026Q1: 3,838 shares; 2026Q2: 3,838 shares 3,838 $508K 0.17% 0 Timeline SCHF 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: 28,741 shares; 2024Q4: 57,482 shares; 2025Q1: 53,852 shares; 2025Q2: 53,852 shares; 2025Q3: 55,230 shares; 2025Q4: 55,553 shares; 2026Q1: 18,856 shares; 2026Q2: 18,002 shares 18,002 $499K 0.16% -854 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,010 shares; 2024Q4: 42,760 shares; 2025Q1: 42,760 shares; 2025Q2: 45,190 shares; 2025Q3: 47,190 shares; 2025Q4: 43,635 shares; 2026Q1: 39,285 shares; 2026Q2: 33,635 shares 33,635 $484K 0.16% -5,650 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,404 shares; 2024Q4: 5,322 shares; 2025Q1: 5,280 shares; 2025Q2: 5,280 shares; 2025Q3: 2,384 shares; 2025Q4: 2,379 shares; 2026Q1: 2,379 shares; 2026Q2: 2,072 shares 2,072 $457K 0.15% -307 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: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,302 shares; 2026Q1: 1,290 shares; 2026Q2: 1,284 shares 1,284 $453K 0.15% -6 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 2,316 shares; 2025Q1: 2,317 shares; 2025Q2: 2,317 shares; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares; 2026Q1: 2,895 shares; 2026Q2: 2,895 shares 2,895 $453K 0.15% 0 Timeline PNOV 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: 9,000 shares; 2026Q1: 9,700 shares; 2026Q2: 9,700 shares 9,700 $430K 0.14% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 369 shares; 2026Q2: 369 shares 369 $393K 0.13% 0 Timeline TDIV 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: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,706 shares; 2025Q3: 3,946 shares; 2025Q4: 3,946 shares; 2026Q1: 3,336 shares; 2026Q2: 3,335 shares 3,335 $383K 0.13% -1 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,239 shares 3,239 $379K 0.12% new 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: 3,620 shares; 2024Q4: 14,480 shares; 2025Q1: 14,480 shares; 2025Q2: 13,936 shares; 2025Q3: 13,936 shares; 2025Q4: 13,936 shares; 2026Q1: 11,190 shares; 2026Q2: 11,190 shares 11,190 $379K 0.12% 0 Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM 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: 23,260 shares; 2025Q4: 30,797 shares; 2026Q1: 30,797 shares; 2026Q2: 30,797 shares 30,797 $373K 0.12% 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: 503 shares; 2024Q4: 589 shares; 2025Q1: 495 shares; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 509 shares; 2026Q1: 507 shares; 2026Q2: 529 shares 529 $363K 0.12% +22 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,054 shares; 2024Q4: 5,142 shares; 2025Q1: 6,160 shares; 2025Q2: 5,043 shares; 2025Q3: 5,083 shares; 2025Q4: 3,375 shares; 2026Q1: 3,670 shares; 2026Q2: 3,704 shares 3,704 $354K 0.12% +34 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,487 shares; 2024Q4: 6,158 shares; 2025Q1: 5,938 shares; 2025Q2: 5,719 shares; 2025Q3: 5,590 shares; 2025Q4: 4,705 shares; 2026Q1: 4,612 shares; 2026Q2: 4,400 shares 4,400 $353K 0.12% -212 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,595 shares 4,595 $352K 0.12% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,515 shares; 2025Q3: 6,515 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,503 shares 6,503 $327K 0.11% new Timeline SPHQ 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: not reported; 2026Q1: not reported; 2026Q2: 3,488 shares 3,488 $314K 0.1% new 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: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $313K 0.1% 0 Timeline CSX CSX CORP More: the full row for CSX 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: 6,570 shares; 2026Q2: 6,570 shares 6,570 $312K 0.1% 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: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 1,141 shares 1,141 $308K 0.1% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,125 shares 5,125 $298K 0.1% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,654 shares; 2025Q3: 3,643 shares; 2025Q4: not reported; 2026Q1: 3,116 shares; 2026Q2: 3,153 shares 3,153 $289K 0.09% +37 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,992 shares; 2024Q4: 73,342 shares; 2025Q1: 76,117 shares; 2025Q2: 76,117 shares; 2025Q3: 44,902 shares; 2025Q4: 39,977 shares; 2026Q1: 29,900 shares; 2026Q2: 25,080 shares 25,080 $284K 0.09% -4,820 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,995 shares; 2025Q2: 5,995 shares; 2025Q3: 5,995 shares; 2025Q4: 5,245 shares; 2026Q1: 5,245 shares; 2026Q2: 5,270 shares 5,270 $283K 0.09% +25 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: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 577 shares; 2026Q1: 487 shares; 2026Q2: 485 shares 485 $273K 0.09% -2 Timeline SCHA 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: 11,193 shares; 2025Q1: 11,194 shares; 2025Q2: 10,936 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,330 shares 7,330 $265K 0.09% new Timeline SCHZ 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: 6,979 shares; 2024Q4: 11,430 shares; 2025Q1: 11,430 shares; 2025Q2: 11,430 shares; 2025Q3: 11,430 shares; 2025Q4: 11,430 shares; 2026Q1: 11,430 shares; 2026Q2: 11,430 shares 11,430 $264K 0.09% 0 Timeline IGV 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: 2,915 shares 2,915 $264K 0.09% new Timeline EJUL 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: 122,281 shares; 2025Q4: 45,168 shares; 2026Q1: not reported; 2026Q2: 8,182 shares 8,182 $256K 0.08% new Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 20,980 shares; 2026Q2: 7,190 shares 7,190 $256K 0.08% -13,790 Timeline