IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,318 shares; 2024Q4: 26,533 shares; 2025Q1: 26,795 shares; 2025Q2: 27,005 shares; 2025Q3: 26,291 shares; 2025Q4: 25,807 shares; 2026Q1: 25,240 shares; 2026Q2: 100,432 shares 100,432 $12.5M 7.21% +75,192 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: 33,554 shares; 2024Q4: 32,820 shares; 2025Q1: 33,295 shares; 2025Q2: 33,693 shares; 2025Q3: 32,069 shares; 2025Q4: 31,530 shares; 2026Q1: 31,537 shares; 2026Q2: 31,216 shares 31,216 $7.57M 4.37% -321 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: 10,685 shares; 2024Q4: 10,567 shares; 2025Q1: 9,750 shares; 2025Q2: 9,804 shares; 2025Q3: 9,653 shares; 2025Q4: 9,595 shares; 2026Q1: 9,512 shares; 2026Q2: 9,263 shares 9,263 $6.92M 4% -249 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: 24,358 shares; 2024Q4: 22,028 shares; 2025Q1: 22,612 shares; 2025Q2: 22,562 shares; 2025Q3: 22,242 shares; 2025Q4: 21,211 shares; 2026Q1: 19,720 shares; 2026Q2: 19,550 shares 19,550 $5.66M 3.27% -170 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: 30,937 shares; 2024Q4: 34,626 shares; 2025Q1: 37,191 shares; 2025Q2: 36,941 shares; 2025Q3: 36,409 shares; 2025Q4: 36,608 shares; 2026Q1: 36,728 shares; 2026Q2: 36,958 shares 36,958 $3.73M 2.15% +230 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: 9,651 shares; 2024Q4: 9,554 shares; 2025Q1: 9,484 shares; 2025Q2: 9,459 shares; 2025Q3: 9,225 shares; 2025Q4: 9,145 shares; 2026Q1: 9,299 shares; 2026Q2: 9,309 shares 9,309 $3.47M 2.01% +10 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: 12,233 shares; 2024Q4: 12,229 shares; 2025Q1: 11,694 shares; 2025Q2: 11,479 shares; 2025Q3: 11,123 shares; 2025Q4: 10,977 shares; 2026Q1: 10,977 shares; 2026Q2: 10,912 shares 10,912 $3.28M 1.89% -65 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: 6,101 shares; 2024Q4: 6,054 shares; 2025Q1: 6,336 shares; 2025Q2: 6,386 shares; 2025Q3: 6,361 shares; 2025Q4: 6,236 shares; 2026Q1: 5,934 shares; 2026Q2: 35,664 shares 35,664 $3.07M 1.78% +29,730 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,818 shares; 2024Q4: 12,265 shares; 2025Q1: 11,726 shares; 2025Q2: 11,677 shares; 2025Q3: 11,658 shares; 2025Q4: 11,258 shares; 2026Q1: 8,086 shares; 2026Q2: 8,144 shares 8,144 $3.01M 1.74% +58 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: 9,416 shares; 2024Q4: 9,652 shares; 2025Q1: 11,826 shares; 2025Q2: 12,179 shares; 2025Q3: 12,052 shares; 2025Q4: 12,006 shares; 2026Q1: 12,945 shares; 2026Q2: 13,003 shares 13,003 $2.83M 1.64% +58 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: 18,040 shares; 2024Q4: 17,580 shares; 2025Q1: 17,405 shares; 2025Q2: 17,257 shares; 2025Q3: 17,093 shares; 2025Q4: 17,113 shares; 2026Q1: 12,286 shares; 2026Q2: 11,666 shares 11,666 $2.76M 1.6% -620 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: 6,533 shares; 2024Q4: 6,208 shares; 2025Q1: 6,110 shares; 2025Q2: 3,800 shares; 2025Q3: 3,994 shares; 2025Q4: 4,047 shares; 2026Q1: 3,972 shares; 2026Q2: 4,067 shares 4,067 $2.67M 1.54% +95 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: 14,420 shares; 2024Q4: 14,541 shares; 2025Q1: 14,993 shares; 2025Q2: 15,238 shares; 2025Q3: 14,879 shares; 2025Q4: 14,669 shares; 2026Q1: 14,579 shares; 2026Q2: 15,034 shares 15,034 $2.66M 1.53% +455 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,853 shares; 2024Q4: 3,836 shares; 2025Q1: 3,836 shares; 2025Q2: 3,781 shares; 2025Q3: 3,731 shares; 2025Q4: 3,718 shares; 2026Q1: 3,718 shares; 2026Q2: 3,696 shares 3,696 $2.6M 1.5% -22 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: 12,397 shares; 2024Q4: 11,622 shares; 2025Q1: 23,225 shares; 2025Q2: 26,540 shares; 2025Q3: 17,259 shares; 2025Q4: 17,429 shares; 2026Q1: 17,379 shares; 2026Q2: 17,675 shares 17,675 $2.53M 1.46% +296 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: 12,312 shares; 2024Q4: 12,142 shares; 2025Q1: 11,472 shares; 2025Q2: 11,427 shares; 2025Q3: 11,240 shares; 2025Q4: 10,876 shares; 2026Q1: 10,229 shares; 2026Q2: 10,154 shares 10,154 $2.42M 1.4% -75 Timeline PAVE 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: 43,560 shares; 2024Q4: 41,135 shares; 2025Q1: 41,402 shares; 2025Q2: 41,312 shares; 2025Q3: 40,539 shares; 2025Q4: 40,469 shares; 2026Q1: 40,474 shares; 2026Q2: 40,759 shares 40,759 $2.4M 1.39% +285 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: 4,510 shares; 2024Q4: 4,483 shares; 2025Q1: 4,883 shares; 2025Q2: 5,249 shares; 2025Q3: 6,139 shares; 2025Q4: 6,092 shares; 2026Q1: 6,392 shares; 2026Q2: 6,167 shares 6,167 $2.27M 1.31% -225 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,251 shares; 2024Q4: 39,647 shares; 2025Q1: 45,025 shares; 2025Q2: 44,940 shares; 2025Q3: 44,677 shares; 2025Q4: 43,937 shares; 2026Q1: 46,904 shares; 2026Q2: 46,686 shares 46,686 $2.27M 1.31% -218 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: 11,320 shares; 2024Q4: 10,870 shares; 2025Q1: 11,089 shares; 2025Q2: 11,779 shares; 2025Q3: 11,529 shares; 2025Q4: 11,850 shares; 2026Q1: 11,682 shares; 2026Q2: 10,654 shares 10,654 $2.13M 1.23% -1,028 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: 6,522 shares; 2025Q2: 5,735 shares; 2025Q3: 7,897 shares; 2025Q4: 15,471 shares; 2026Q1: 26,670 shares; 2026Q2: 23,025 shares 23,025 $2.11M 1.22% -3,645 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: 2,384 shares; 2024Q4: 2,285 shares; 2025Q1: 2,187 shares; 2025Q2: 2,179 shares; 2025Q3: 2,226 shares; 2025Q4: 2,227 shares; 2026Q1: 2,197 shares; 2026Q2: 17,408 shares 17,408 $2.08M 1.2% +15,211 Timeline AIQ 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: 5,105 shares; 2025Q3: 22,140 shares; 2025Q4: 29,789 shares; 2026Q1: 30,249 shares; 2026Q2: 31,042 shares 31,042 $2.04M 1.18% +793 Timeline NLR 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: 18,285 shares; 2024Q4: 17,196 shares; 2025Q1: 18,096 shares; 2025Q2: 16,731 shares; 2025Q3: 17,111 shares; 2025Q4: 17,349 shares; 2026Q1: 17,343 shares; 2026Q2: 17,428 shares 17,428 $2.02M 1.17% +85 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: 8,512 shares; 2024Q4: 7,729 shares; 2025Q1: 7,944 shares; 2025Q2: 7,934 shares; 2025Q3: 7,684 shares; 2025Q4: 7,659 shares; 2026Q1: 7,659 shares; 2026Q2: 7,204 shares 7,204 $1.81M 1.05% -455 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,168 shares; 2024Q4: 6,913 shares; 2025Q1: 6,968 shares; 2025Q2: 6,733 shares; 2025Q3: 6,733 shares; 2025Q4: 7,170 shares; 2026Q1: 6,780 shares; 2026Q2: 6,929 shares 6,929 $1.75M 1.01% +149 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: 5,075 shares; 2024Q4: 4,685 shares; 2025Q1: 4,885 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 9,490 shares; 2026Q1: 9,225 shares; 2026Q2: 9,050 shares 9,050 $1.72M 1% -175 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: 6,915 shares; 2024Q4: 6,395 shares; 2025Q1: 6,315 shares; 2025Q2: 6,425 shares; 2025Q3: 6,485 shares; 2025Q4: 6,485 shares; 2026Q1: 6,485 shares; 2026Q2: 6,340 shares 6,340 $1.61M 0.93% -145 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: 24,845 shares; 2024Q4: 32,790 shares; 2025Q1: 34,545 shares; 2025Q2: 29,905 shares; 2025Q3: 29,755 shares; 2025Q4: 30,063 shares; 2026Q1: 29,258 shares; 2026Q2: 28,558 shares 28,558 $1.53M 0.88% -700 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,367 shares; 2024Q4: 6,947 shares; 2025Q1: 7,172 shares; 2025Q2: 6,767 shares; 2025Q3: 6,617 shares; 2025Q4: 6,246 shares; 2026Q1: 6,021 shares; 2026Q2: 6,021 shares 6,021 $1.5M 0.87% 0 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: 13,798 shares; 2024Q4: 11,159 shares; 2025Q1: 10,676 shares; 2025Q2: 10,671 shares; 2025Q3: 10,287 shares; 2025Q4: 10,127 shares; 2026Q1: 9,975 shares; 2026Q2: 9,267 shares 9,267 $1.47M 0.85% -708 Timeline VOT 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: 4,785 shares; 2024Q4: 4,785 shares; 2025Q1: 4,785 shares; 2025Q2: 4,777 shares; 2025Q3: 4,777 shares; 2025Q4: 4,777 shares; 2026Q1: 4,687 shares; 2026Q2: 4,706 shares 4,706 $1.44M 0.83% +19 Timeline VOE 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: 6,527 shares; 2024Q4: 6,497 shares; 2025Q1: 6,787 shares; 2025Q2: 6,774 shares; 2025Q3: 6,774 shares; 2025Q4: 6,717 shares; 2026Q1: 6,807 shares; 2026Q2: 6,795 shares 6,795 $1.34M 0.78% -12 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: 4,475 shares; 2024Q4: 4,235 shares; 2025Q1: 4,440 shares; 2025Q2: 4,435 shares; 2025Q3: 16,409 shares; 2025Q4: 15,710 shares; 2026Q1: 10,106 shares; 2026Q2: 10,001 shares 10,001 $1.33M 0.77% -105 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,892 shares; 2024Q4: 6,840 shares; 2025Q1: 6,840 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 5,840 shares; 2026Q1: 4,840 shares; 2026Q2: 4,840 shares 4,840 $1.31M 0.76% 0 Timeline SPDW 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: 6,730 shares; 2024Q4: 8,125 shares; 2025Q1: 8,597 shares; 2025Q2: 12,518 shares; 2025Q3: 11,478 shares; 2025Q4: 10,709 shares; 2026Q1: 23,744 shares; 2026Q2: 25,877 shares 25,877 $1.3M 0.75% +2,133 Timeline FTHI 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: 55,410 shares; 2024Q4: 50,960 shares; 2025Q1: 54,720 shares; 2025Q2: 53,820 shares; 2025Q3: 51,815 shares; 2025Q4: 52,005 shares; 2026Q1: 52,315 shares; 2026Q2: 52,115 shares 52,115 $1.29M 0.74% -200 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: 8,540 shares; 2025Q3: 16,180 shares; 2025Q4: 18,952 shares; 2026Q1: 18,977 shares; 2026Q2: 18,867 shares 18,867 $1.26M 0.73% -110 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: 4,329 shares; 2024Q4: 3,574 shares; 2025Q1: 4,025 shares; 2025Q2: 3,832 shares; 2025Q3: 3,668 shares; 2025Q4: 3,721 shares; 2026Q1: 3,631 shares; 2026Q2: 3,587 shares 3,587 $1.24M 0.72% -44 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 1,600 shares; 2026Q2: 1,600 shares 1,600 $1.21M 0.7% 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: 7,971 shares; 2024Q4: 7,858 shares; 2025Q1: 7,958 shares; 2025Q2: 8,054 shares; 2025Q3: 8,054 shares; 2025Q4: 8,028 shares; 2026Q1: 5,596 shares; 2026Q2: 5,551 shares 5,551 $1.18M 0.68% -45 Timeline SHLD 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: 11,630 shares; 2025Q3: 19,620 shares; 2025Q4: 22,982 shares; 2026Q1: 23,332 shares; 2026Q2: 19,237 shares 19,237 $1.15M 0.66% -4,095 Timeline PHO 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: 17,425 shares; 2024Q4: 17,435 shares; 2025Q1: 17,750 shares; 2025Q2: 17,495 shares; 2025Q3: 17,370 shares; 2025Q4: 16,890 shares; 2026Q1: 16,440 shares; 2026Q2: 16,330 shares 16,330 $1.13M 0.65% -110 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU 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: 19,040 shares; 2026Q1: 37,065 shares; 2026Q2: 38,140 shares 38,140 $1.11M 0.64% +1,075 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: 5,035 shares; 2025Q3: 11,936 shares; 2025Q4: 12,479 shares; 2026Q1: 12,481 shares; 2026Q2: 12,484 shares 12,484 $1.11M 0.64% +3 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: 23,130 shares; 2024Q4: 29,816 shares; 2025Q1: 36,426 shares; 2025Q2: 40,461 shares; 2025Q3: 40,316 shares; 2025Q4: 44,753 shares; 2026Q1: 50,493 shares; 2026Q2: 54,538 shares 54,538 $1.07M 0.62% +4,045 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,349 shares; 2024Q4: 12,599 shares; 2025Q1: 12,374 shares; 2025Q2: 11,839 shares; 2025Q3: 11,839 shares; 2025Q4: 11,839 shares; 2026Q1: 11,706 shares; 2026Q2: 11,706 shares 11,706 $1.07M 0.62% 0 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: 17,059 shares; 2024Q4: 16,798 shares; 2025Q1: 18,098 shares; 2025Q2: 17,563 shares; 2025Q3: 18,578 shares; 2025Q4: 18,578 shares; 2026Q1: 19,507 shares; 2026Q2: 20,362 shares 20,362 $1.07M 0.62% +855 Timeline SDY 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: 7,185 shares; 2024Q4: 7,185 shares; 2025Q1: 7,185 shares; 2025Q2: 7,185 shares; 2025Q3: 7,185 shares; 2025Q4: 6,825 shares; 2026Q1: 6,850 shares; 2026Q2: 6,850 shares 6,850 $1.04M 0.6% 0 Timeline BSCS 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: 10,300 shares; 2024Q4: 16,585 shares; 2025Q1: 29,795 shares; 2025Q2: 31,785 shares; 2025Q3: 32,815 shares; 2025Q4: 37,975 shares; 2026Q1: 43,676 shares; 2026Q2: 50,746 shares 50,746 $1.03M 0.6% +7,070 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: 1,099 shares; 2024Q4: 1,090 shares; 2025Q1: 1,080 shares; 2025Q2: 1,095 shares; 2025Q3: 1,090 shares; 2025Q4: 1,111 shares; 2026Q1: 1,112 shares; 2026Q2: 1,104 shares 1,104 $1.03M 0.6% -8 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: 15,340 shares; 2024Q4: 15,200 shares; 2025Q1: 16,400 shares; 2025Q2: 16,400 shares; 2025Q3: 15,900 shares; 2025Q4: 17,025 shares; 2026Q1: 17,175 shares; 2026Q2: 20,140 shares 20,140 $1.02M 0.59% +2,965 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: 10,816 shares; 2024Q4: 9,726 shares; 2025Q1: 10,300 shares; 2025Q2: 10,635 shares; 2025Q3: 10,770 shares; 2025Q4: 11,488 shares; 2026Q1: 11,193 shares; 2026Q2: 11,113 shares 11,113 $999K 0.58% -80 Timeline EMLP 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: 6,040 shares; 2025Q2: 6,570 shares; 2025Q3: 6,040 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 22,895 shares 22,895 $996K 0.58% +16,995 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: 1,353 shares; 2024Q4: 1,075 shares; 2025Q1: 1,315 shares; 2025Q2: 1,310 shares; 2025Q3: 1,379 shares; 2025Q4: 1,348 shares; 2026Q1: 1,333 shares; 2026Q2: 1,341 shares 1,341 $988K 0.57% +8 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,692 shares; 2026Q1: 2,617 shares; 2026Q2: 2,467 shares 2,467 $932K 0.54% -150 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,610 shares; 2024Q4: 26,725 shares; 2025Q1: 31,190 shares; 2025Q2: 30,572 shares; 2025Q3: 32,472 shares; 2025Q4: 32,742 shares; 2026Q1: 32,509 shares; 2026Q2: 31,159 shares 31,159 $926K 0.54% -1,350 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 949 shares; 2026Q1: 869 shares; 2026Q2: 869 shares 869 $925K 0.53% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,880 shares; 2024Q4: 14,115 shares; 2025Q1: 16,627 shares; 2025Q2: 17,002 shares; 2025Q3: 18,575 shares; 2025Q4: 18,750 shares; 2026Q1: 22,762 shares; 2026Q2: 23,394 shares 23,394 $923K 0.53% +632 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: 1,664 shares; 2024Q4: 1,619 shares; 2025Q1: 1,539 shares; 2025Q2: 1,143 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,168 shares; 2026Q2: 1,413 shares 1,413 $905K 0.52% +245 Timeline WCMI 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: 28,395 shares; 2025Q3: 41,845 shares; 2025Q4: 43,603 shares; 2026Q1: 45,088 shares; 2026Q2: 45,891 shares 45,891 $898K 0.52% +803 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,370 shares; 2024Q4: 34,970 shares; 2025Q1: 31,585 shares; 2025Q2: 30,860 shares; 2025Q3: 26,110 shares; 2025Q4: 25,770 shares; 2026Q1: 25,185 shares; 2026Q2: 24,485 shares 24,485 $894K 0.52% -700 Timeline FJP 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: 16,385 shares; 2024Q4: 15,600 shares; 2025Q1: 13,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,850 shares; 2025Q4: 11,810 shares; 2026Q1: 11,810 shares; 2026Q2: 11,410 shares 11,410 $871K 0.5% -400 Timeline RZV 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: 6,475 shares; 2024Q4: 6,425 shares; 2025Q1: 6,053 shares; 2025Q2: 6,050 shares; 2025Q3: 5,865 shares; 2025Q4: 5,760 shares; 2026Q1: 5,870 shares; 2026Q2: 5,820 shares 5,820 $868K 0.5% -50 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: 5,925 shares; 2024Q4: 5,925 shares; 2025Q1: 6,410 shares; 2025Q2: 5,775 shares; 2025Q3: 5,729 shares; 2025Q4: 5,574 shares; 2026Q1: 5,804 shares; 2026Q2: 5,797 shares 5,797 $860K 0.5% -7 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,620 shares; 2024Q4: 16,560 shares; 2025Q1: 16,474 shares; 2025Q2: 16,474 shares; 2025Q3: 16,474 shares; 2025Q4: 16,106 shares; 2026Q1: 14,656 shares; 2026Q2: 13,656 shares 13,656 $796K 0.46% -1,000 Timeline BSCT 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: 10,650 shares; 2025Q1: 20,845 shares; 2025Q2: 20,845 shares; 2025Q3: 24,990 shares; 2025Q4: 29,985 shares; 2026Q1: 36,390 shares; 2026Q2: 42,650 shares 42,650 $792K 0.46% +6,260 Timeline BSV 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: 8,488 shares; 2024Q4: 8,573 shares; 2025Q1: 8,593 shares; 2025Q2: 8,378 shares; 2025Q3: 8,953 shares; 2025Q4: 9,153 shares; 2026Q1: 10,408 shares; 2026Q2: 9,831 shares 9,831 $766K 0.44% -577 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.43% 0 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: 1,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares; 2026Q2: 1,008 shares 1,008 $729K 0.42% -100 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: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 927 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 1,129 shares; 2026Q2: 1,040 shares 1,040 $714K 0.41% -89 Timeline PFFD 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: 35,185 shares; 2024Q4: 35,485 shares; 2025Q1: 36,908 shares; 2025Q2: 36,908 shares; 2025Q3: 36,333 shares; 2025Q4: 36,583 shares; 2026Q1: 37,448 shares; 2026Q2: 37,220 shares 37,220 $696K 0.4% -228 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: 7,504 shares; 2024Q4: not reported; 2025Q1: 8,504 shares; 2025Q2: 9,329 shares; 2025Q3: 9,004 shares; 2025Q4: 10,004 shares; 2026Q1: 13,104 shares; 2026Q2: 12,914 shares 12,914 $691K 0.4% -190 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: 23,970 shares; 2024Q4: 28,763 shares; 2025Q1: 32,333 shares; 2025Q2: 34,693 shares; 2025Q3: 34,933 shares; 2025Q4: 34,933 shares; 2026Q1: 35,190 shares; 2026Q2: 35,190 shares 35,190 $687K 0.4% 0 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: not reported; 2025Q4: not reported; 2026Q1: 990 shares; 2026Q2: 1,180 shares 1,180 $685K 0.4% +190 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: 6,110 shares; 2024Q4: 6,050 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares; 2026Q1: 5,865 shares; 2026Q2: 5,960 shares 5,960 $675K 0.39% +95 Timeline XLI 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: 3,532 shares; 2024Q4: 3,182 shares; 2025Q1: 3,502 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 3,582 shares; 2026Q1: 3,592 shares; 2026Q2: 3,592 shares 3,592 $665K 0.38% 0 Timeline FXZ 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: not reported; 2026Q2: 8,350 shares 8,350 $663K 0.38% new 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: 568 shares 568 $656K 0.38% new Timeline IGLD 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: not reported; 2026Q2: 30,750 shares 30,750 $648K 0.37% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,765 shares; 2026Q2: 6,740 shares 6,740 $640K 0.37% +975 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,473 shares; 2024Q4: 2,358 shares; 2025Q1: 2,668 shares; 2025Q2: 2,668 shares; 2025Q3: 2,658 shares; 2025Q4: 2,110 shares; 2026Q1: 1,960 shares; 2026Q2: 7,840 shares 7,840 $632K 0.36% +5,880 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: not reported; 2025Q3: not reported; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 2,090 shares 2,090 $631K 0.36% +1,920 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: 5,565 shares; 2024Q4: 5,207 shares; 2025Q1: 5,855 shares; 2025Q2: 5,305 shares; 2025Q3: 5,447 shares; 2025Q4: 5,782 shares; 2026Q1: 6,635 shares; 2026Q2: 6,625 shares 6,625 $627K 0.36% -10 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: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares; 2026Q1: 1,448 shares; 2026Q2: 1,223 shares 1,223 $612K 0.35% -225 Timeline VDE 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: 11,501 shares; 2024Q4: 11,269 shares; 2025Q1: 10,890 shares; 2025Q2: 8,951 shares; 2025Q3: 5,778 shares; 2025Q4: 4,714 shares; 2026Q1: 4,055 shares; 2026Q2: 4,055 shares 4,055 $609K 0.35% 0 Timeline DTCR 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: not reported; 2026Q2: 19,100 shares 19,100 $580K 0.34% new 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: 5,680 shares; 2024Q4: 5,308 shares; 2025Q1: 5,138 shares; 2025Q2: 5,408 shares; 2025Q3: 5,408 shares; 2025Q4: 5,408 shares; 2026Q1: 8,878 shares; 2026Q2: 9,308 shares 9,308 $556K 0.32% +430 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: 1,781 shares; 2024Q4: 1,338 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares 1,675 $548K 0.32% 0 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: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 3,765 shares; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares; 2026Q1: 3,765 shares; 2026Q2: 3,465 shares 3,465 $548K 0.32% -300 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,755 shares; 2024Q4: 7,825 shares; 2025Q1: 7,145 shares; 2025Q2: 6,260 shares; 2025Q3: 5,760 shares; 2025Q4: 5,670 shares; 2026Q1: 5,620 shares; 2026Q2: 5,590 shares 5,590 $541K 0.31% -30 Timeline IHE 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: 5,351 shares; 2026Q2: 5,457 shares 5,457 $540K 0.31% +106 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,350 shares; 2024Q4: 24,750 shares; 2025Q1: 24,750 shares; 2025Q2: 24,750 shares; 2025Q3: 27,600 shares; 2025Q4: 27,365 shares; 2026Q1: 27,365 shares; 2026Q2: 27,365 shares 27,365 $528K 0.31% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,425 shares; 2024Q4: 24,025 shares; 2025Q1: 24,575 shares; 2025Q2: 25,425 shares; 2025Q3: 26,975 shares; 2025Q4: 26,975 shares; 2026Q1: 28,350 shares; 2026Q2: 28,350 shares 28,350 $507K 0.29% 0 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: 4,135 shares; 2024Q4: 3,932 shares; 2025Q1: 3,887 shares; 2025Q2: 3,887 shares; 2025Q3: 3,842 shares; 2025Q4: 3,795 shares; 2026Q1: 3,795 shares; 2026Q2: 3,795 shares 3,795 $488K 0.28% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,863 shares; 2026Q2: 7,713 shares 7,713 $485K 0.28% -150 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,635 shares; 2024Q4: 14,650 shares; 2025Q1: 13,815 shares; 2025Q2: 14,810 shares; 2025Q3: 15,635 shares; 2025Q4: 14,035 shares; 2026Q1: 13,310 shares; 2026Q2: 13,060 shares 13,060 $480K 0.28% -250 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: 820 shares; 2025Q3: 820 shares; 2025Q4: 1,034 shares; 2026Q1: 1,117 shares; 2026Q2: 1,122 shares 1,122 $472K 0.27% +5 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,692 shares; 2024Q4: 22,600 shares; 2025Q1: 23,739 shares; 2025Q2: 22,670 shares; 2025Q3: 22,670 shares; 2025Q4: 27,670 shares; 2026Q1: 28,770 shares; 2026Q2: 28,770 shares 28,770 $453K 0.26% 0 Timeline RFG 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: 5,485 shares; 2024Q4: 5,485 shares; 2025Q1: 6,462 shares; 2025Q2: 6,662 shares; 2025Q3: 6,572 shares; 2025Q4: 6,572 shares; 2026Q1: 6,872 shares; 2026Q2: 6,872 shares 6,872 $443K 0.26% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,579 shares; 2024Q4: 1,579 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,314 shares; 2025Q4: 1,774 shares; 2026Q1: 1,657 shares; 2026Q2: 1,557 shares 1,557 $438K 0.25% -100 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: 6,381 shares; 2024Q4: 6,066 shares; 2025Q1: 5,926 shares; 2025Q2: 4,186 shares; 2025Q3: 3,121 shares; 2025Q4: 2,786 shares; 2026Q1: 2,641 shares; 2026Q2: 2,641 shares 2,641 $438K 0.25% 0 Timeline LDUR 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: 4,498 shares; 2024Q4: 3,973 shares; 2025Q1: 4,423 shares; 2025Q2: 4,423 shares; 2025Q3: 4,223 shares; 2025Q4: 4,573 shares; 2026Q1: 4,573 shares; 2026Q2: 4,573 shares 4,573 $437K 0.25% 0 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: 5,510 shares; 2024Q4: 5,035 shares; 2025Q1: 4,835 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares; 2025Q4: 2,599 shares; 2026Q1: 2,599 shares; 2026Q2: 2,474 shares 2,474 $429K 0.25% -125 Timeline BSCU 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: 11,840 shares; 2025Q4: 13,820 shares; 2026Q1: 22,830 shares; 2026Q2: 25,630 shares 25,630 $427K 0.25% +2,800 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 390 shares; 2026Q2: 350 shares 350 $420K 0.24% -40 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: 1,340 shares; 2024Q4: 1,200 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,301 shares; 2026Q1: 1,211 shares; 2026Q2: 1,176 shares 1,176 $416K 0.24% -35 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,860 shares; 2024Q4: 5,815 shares; 2025Q1: 5,815 shares; 2025Q2: 5,815 shares; 2025Q3: 5,765 shares; 2025Q4: 5,765 shares; 2026Q1: 5,704 shares; 2026Q2: 5,704 shares 5,704 $410K 0.24% 0 Timeline FTCS 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: 10,501 shares; 2024Q4: 7,417 shares; 2025Q1: 7,378 shares; 2025Q2: 7,128 shares; 2025Q3: 7,233 shares; 2025Q4: 7,219 shares; 2026Q1: 7,109 shares; 2026Q2: 4,279 shares 4,279 $402K 0.23% -2,830 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310 shares; 2024Q4: 1,220 shares; 2025Q1: 1,480 shares; 2025Q2: 1,575 shares; 2025Q3: 1,375 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $398K 0.23% 0 Timeline RZG 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: 5,481 shares; 2024Q4: 5,481 shares; 2025Q1: 5,481 shares; 2025Q2: 5,481 shares; 2025Q3: 5,391 shares; 2025Q4: 5,391 shares; 2026Q1: 5,451 shares; 2026Q2: 5,416 shares 5,416 $394K 0.23% -35 Timeline SUB 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: 3,300 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $389K 0.22% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,352 shares; 2024Q4: 1,110 shares; 2025Q1: 1,097 shares; 2025Q2: 1,087 shares; 2025Q3: 987 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 907 shares 907 $386K 0.22% -10 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 620 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $381K 0.22% 0 Timeline PKW 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 2,715 shares; 2026Q2: 2,675 shares 2,675 $379K 0.22% -40 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: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,430 shares; 2025Q4: 3,280 shares; 2026Q1: 3,330 shares; 2026Q2: 4,530 shares 4,530 $372K 0.21% +1,200 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,775 shares; 2024Q4: 4,675 shares; 2025Q1: not reported; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares; 2026Q2: 3,875 shares 3,875 $368K 0.21% 0 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: 5,210 shares; 2024Q4: not reported; 2025Q1: 4,785 shares; 2025Q2: 4,785 shares; 2025Q3: 4,785 shares; 2025Q4: 4,785 shares; 2026Q1: 4,785 shares; 2026Q2: 4,785 shares 4,785 $361K 0.21% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,370 shares; 2024Q4: 10,200 shares; 2025Q1: 10,870 shares; 2025Q2: 9,245 shares; 2025Q3: 8,065 shares; 2025Q4: 4,670 shares; 2026Q1: 2,790 shares; 2026Q2: 2,815 shares 2,815 $356K 0.21% +25 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,783 shares; 2024Q4: 11,440 shares; 2025Q1: 11,440 shares; 2025Q2: 11,723 shares; 2025Q3: 10,273 shares; 2025Q4: 10,170 shares; 2026Q1: 10,170 shares; 2026Q2: 10,326 shares 10,326 $355K 0.21% +156 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,860 shares; 2026Q1: 5,545 shares; 2026Q2: 4,695 shares 4,695 $355K 0.21% -850 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,545 shares; 2024Q4: 10,545 shares; 2025Q1: 10,545 shares; 2025Q2: 12,045 shares; 2025Q3: 13,695 shares; 2025Q4: 14,345 shares; 2026Q1: 14,770 shares; 2026Q2: 14,770 shares 14,770 $347K 0.2% 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: 3,037 shares; 2024Q4: 3,037 shares; 2025Q1: 3,037 shares; 2025Q2: 3,037 shares; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares; 2026Q1: 2,387 shares; 2026Q2: 2,337 shares 2,337 $343K 0.2% -50 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,915 shares; 2025Q3: 3,893 shares; 2025Q4: 3,693 shares; 2026Q1: 3,693 shares; 2026Q2: 3,693 shares 3,693 $341K 0.2% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 1,335 shares; 2025Q1: 1,080 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,099 shares; 2026Q1: 1,106 shares; 2026Q2: 1,086 shares 1,086 $329K 0.19% -20 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: not reported; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $327K 0.19% 0 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: 2,622 shares; 2024Q4: 2,605 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,483 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares; 2026Q2: 2,163 shares 2,163 $317K 0.18% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,899 shares; 2025Q2: 14,899 shares; 2025Q3: 16,139 shares; 2025Q4: 15,925 shares; 2026Q1: 15,355 shares; 2026Q2: 15,355 shares 15,355 $313K 0.18% 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: 1,345 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,145 shares; 2026Q2: 1,145 shares 1,145 $310K 0.18% 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: 6,320 shares; 2024Q4: 6,320 shares; 2025Q1: not reported; 2025Q2: 6,320 shares; 2025Q3: 6,320 shares; 2025Q4: 6,320 shares; 2026Q1: 6,320 shares; 2026Q2: 6,320 shares 6,320 $300K 0.17% 0 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: 2,256 shares; 2024Q4: 2,181 shares; 2025Q1: 2,181 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares; 2026Q1: 1,906 shares; 2026Q2: 1,906 shares 1,906 $298K 0.17% 0 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: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 11,350 shares; 2026Q2: 12,175 shares 12,175 $294K 0.17% +825 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: 1,005 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 985 shares 985 $294K 0.17% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,455 shares; 2024Q4: 22,635 shares; 2025Q1: 4,735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,685 shares; 2026Q1: 6,445 shares; 2026Q2: 6,550 shares 6,550 $286K 0.17% +105 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,945 shares; 2024Q4: 3,400 shares; 2025Q1: 2,380 shares; 2025Q2: not reported; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares 1,965 $284K 0.16% 0 Timeline SHV 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: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $281K 0.16% 0 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: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,551 shares; 2025Q2: 1,726 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares; 2026Q2: 1,551 shares 1,551 $281K 0.16% 0 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: 5,773 shares; 2024Q4: not reported; 2025Q1: 4,198 shares; 2025Q2: not reported; 2025Q3: 3,063 shares; 2025Q4: 2,923 shares; 2026Q1: 3,072 shares; 2026Q2: 3,217 shares 3,217 $276K 0.16% +145 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: 2,932 shares; 2024Q4: 2,000 shares; 2025Q1: 2,225 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares; 2026Q2: 1,985 shares 1,985 $271K 0.16% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 2,800 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,220 shares; 2026Q1: 3,220 shares; 2026Q2: 2,320 shares 2,320 $271K 0.16% -900 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: 2,140 shares; 2024Q4: 1,960 shares; 2025Q1: 2,125 shares; 2025Q2: 2,250 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 2,080 shares; 2026Q2: 1,185 shares 1,185 $264K 0.15% -895 Timeline EQT EQT CORP More: the full row for EQT 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: 4,795 shares; 2026Q1: 6,145 shares; 2026Q2: 4,945 shares 4,945 $263K 0.15% -1,200 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,764 shares; 2024Q4: 5,390 shares; 2025Q1: 3,280 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares; 2026Q2: 1,755 shares 1,755 $257K 0.15% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,040 shares; 2024Q4: 7,170 shares; 2025Q1: 6,410 shares; 2025Q2: 3,975 shares; 2025Q3: 3,690 shares; 2025Q4: 2,805 shares; 2026Q1: 1,375 shares; 2026Q2: 1,390 shares 1,390 $250K 0.14% +15 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $249K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,147 shares 3,147 $249K 0.14% new 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: 12,751 shares; 2024Q4: not reported; 2025Q1: 14,627 shares; 2025Q2: 14,787 shares; 2025Q3: 14,946 shares; 2025Q4: 18,975 shares; 2026Q1: 19,175 shares; 2026Q2: 19,385 shares 19,385 $246K 0.14% +210 Timeline XLE 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: 6,066 shares; 2024Q4: 5,880 shares; 2025Q1: 5,880 shares; 2025Q2: 5,310 shares; 2025Q3: 2,745 shares; 2025Q4: 4,869 shares; 2026Q1: 4,869 shares; 2026Q2: 4,619 shares 4,619 $245K 0.14% -250 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,520 shares; 2024Q4: 10,295 shares; 2025Q1: 9,595 shares; 2025Q2: 9,120 shares; 2025Q3: 8,720 shares; 2025Q4: 8,630 shares; 2026Q1: 8,295 shares; 2026Q2: 8,295 shares 8,295 $245K 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares; 2026Q2: 1,273 shares 1,273 $242K 0.14% 0 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: 7,600 shares; 2025Q1: not reported; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 6,950 shares; 2026Q2: 6,950 shares 6,950 $235K 0.14% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,028 shares; 2024Q4: 6,028 shares; 2025Q1: 6,028 shares; 2025Q2: 6,028 shares; 2025Q3: 5,433 shares; 2025Q4: 5,400 shares; 2026Q1: 5,234 shares; 2026Q2: 5,234 shares 5,234 $232K 0.13% 0 Timeline VHT 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: 1,646 shares; 2024Q4: 1,506 shares; 2025Q1: 1,266 shares; 2025Q2: 1,066 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 861 shares; 2026Q2: 759 shares 759 $227K 0.13% -102 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: 3,627 shares; 2024Q4: 2,832 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,799 shares; 2026Q1: 2,699 shares; 2026Q2: 2,394 shares 2,394 $217K 0.13% -305 Timeline RDVY 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: not reported; 2026Q2: 2,676 shares 2,676 $217K 0.13% new Timeline SMMU 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: not reported; 2025Q1: 5,600 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $212K 0.12% 0 Timeline FTGS 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: 10,775 shares; 2024Q4: 6,790 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,625 shares 5,625 $208K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,452 shares 1,452 $203K 0.12% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,211 shares; 2024Q4: 10,211 shares; 2025Q1: 10,211 shares; 2025Q2: 10,211 shares; 2025Q3: 10,211 shares; 2025Q4: 10,211 shares; 2026Q1: 10,211 shares; 2026Q2: 10,211 shares 10,211 $131K 0.08% 0 Timeline