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; 2023Q4: 667,361 shares; 2024Q1: 661,020 shares; 2024Q2: 671,166 shares; 2024Q3: 674,318 shares; 2024Q4: 674,021 shares; 2025Q1: 687,822 shares; 2025Q2: 690,976 shares; 2025Q3: 694,962 shares 694,962 $463M 22.52% +3,986 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 297,101 shares; 2024Q1: 293,279 shares; 2024Q2: 316,706 shares; 2024Q3: 337,793 shares; 2024Q4: 354,347 shares; 2025Q1: 367,103 shares; 2025Q2: 393,209 shares; 2025Q3: 403,917 shares 403,917 $270M 13.15% +10,708 Timeline SHDG ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,732,624 shares; 2024Q1: 4,751,068 shares; 2024Q2: 4,849,513 shares; 2024Q3: 4,353,995 shares; 2024Q4: 4,507,605 shares; 2025Q1: 4,616,130 shares; 2025Q2: 4,605,476 shares; 2025Q3: 4,486,247 shares 4,486,247 $142M 6.91% -119,229 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; 2023Q4: 202,521 shares; 2024Q1: 199,567 shares; 2024Q2: 199,715 shares; 2024Q3: 198,464 shares; 2024Q4: 197,156 shares; 2025Q1: 192,289 shares; 2025Q2: 191,507 shares; 2025Q3: 189,205 shares 189,205 $114M 5.53% -2,302 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 346,991 shares; 2024Q1: 192,951 shares; 2024Q2: 189,618 shares; 2024Q3: 189,973 shares; 2024Q4: 210,899 shares; 2025Q1: 246,608 shares; 2025Q2: 244,498 shares; 2025Q3: 239,070 shares 239,070 $60.9M 2.96% -5,428 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 490,945 shares; 2024Q1: 504,190 shares; 2024Q2: 517,465 shares; 2024Q3: 557,347 shares; 2024Q4: 576,735 shares; 2025Q1: 578,126 shares; 2025Q2: 585,101 shares; 2025Q3: 588,005 shares 588,005 $58.3M 2.83% +2,904 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 192,556 shares; 2024Q1: 194,182 shares; 2024Q2: 197,320 shares; 2024Q3: 210,523 shares; 2024Q4: 220,138 shares; 2025Q1: 220,986 shares; 2025Q2: 236,887 shares; 2025Q3: 240,560 shares 240,560 $46.8M 2.28% +3,673 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 287,086 shares; 2024Q1: 309,910 shares; 2024Q2: 331,548 shares; 2024Q3: 398,172 shares; 2024Q4: 1,312,557 shares; 2025Q1: 1,356,970 shares; 2025Q2: 1,457,109 shares; 2025Q3: 1,520,165 shares 1,520,165 $41.5M 2.02% +63,056 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 192,639 shares; 2024Q1: 199,062 shares; 2024Q2: 201,993 shares; 2024Q3: 204,785 shares; 2024Q4: 206,846 shares; 2025Q1: 200,929 shares; 2025Q2: 202,438 shares; 2025Q3: 206,725 shares 206,725 $40.5M 1.97% +4,287 Timeline XLG 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; 2023Q4: 517,847 shares; 2024Q1: 528,145 shares; 2024Q2: 543,735 shares; 2024Q3: 544,688 shares; 2024Q4: 543,733 shares; 2025Q1: 540,943 shares; 2025Q2: 555,497 shares; 2025Q3: 560,842 shares 560,842 $32.3M 1.57% +5,345 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,130 shares; 2024Q1: 20,254 shares; 2024Q2: 177,480 shares; 2024Q3: 177,408 shares; 2024Q4: 176,235 shares; 2025Q1: 171,395 shares; 2025Q2: 171,796 shares; 2025Q3: 171,423 shares 171,423 $32M 1.56% -373 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 299,280 shares; 2024Q1: 316,938 shares; 2024Q2: 349,670 shares; 2024Q3: 391,270 shares; 2024Q4: 460,079 shares; 2025Q1: 507,700 shares; 2025Q2: 529,833 shares; 2025Q3: 542,664 shares 542,664 $31.2M 1.52% +12,831 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; 2023Q4: 138,778 shares; 2024Q1: 142,029 shares; 2024Q2: 148,371 shares; 2024Q3: 155,868 shares; 2024Q4: 665,962 shares; 2025Q1: 700,195 shares; 2025Q2: 799,865 shares; 2025Q3: 845,631 shares 845,631 $27M 1.31% +45,766 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 76,585 shares; 2024Q1: 24,915 shares; 2024Q2: 23,195 shares; 2024Q3: 34,433 shares; 2024Q4: 42,166 shares; 2025Q1: 50,606 shares; 2025Q2: 50,436 shares; 2025Q3: 49,928 shares 49,928 $25.9M 1.26% -508 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; 2023Q4: 35,396 shares; 2024Q1: 35,452 shares; 2024Q2: 35,059 shares; 2024Q3: 35,975 shares; 2024Q4: 35,953 shares; 2025Q1: 38,945 shares; 2025Q2: 35,771 shares; 2025Q3: 35,423 shares 35,423 $21.7M 1.06% -348 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; 2023Q4: 44,561 shares; 2024Q1: 44,976 shares; 2024Q2: 47,731 shares; 2024Q3: 51,582 shares; 2024Q4: 54,579 shares; 2025Q1: 60,317 shares; 2025Q2: 73,509 shares; 2025Q3: 78,004 shares 78,004 $19.3M 0.94% +4,495 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; 2023Q4: 23,111 shares; 2024Q1: 26,244 shares; 2024Q2: 28,711 shares; 2024Q3: 29,725 shares; 2024Q4: 35,222 shares; 2025Q1: 41,796 shares; 2025Q2: 50,611 shares; 2025Q3: 55,420 shares 55,420 $18.1M 0.88% +4,809 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; 2023Q4: 64,891 shares; 2024Q1: 67,732 shares; 2024Q2: 75,421 shares; 2024Q3: 97,289 shares; 2024Q4: 114,163 shares; 2025Q1: 147,660 shares; 2025Q2: 209,526 shares; 2025Q3: 230,015 shares 230,015 $17.1M 0.83% +20,489 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 106,151 shares; 2024Q1: 115,693 shares; 2024Q2: 124,430 shares; 2024Q3: 137,882 shares; 2024Q4: 148,230 shares; 2025Q1: 144,797 shares; 2025Q2: 138,457 shares; 2025Q3: 137,254 shares 137,254 $16.3M 0.79% -1,203 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,808 shares; 2024Q1: 7,610 shares; 2024Q2: 7,748 shares; 2024Q3: 7,882 shares; 2024Q4: 123,908 shares; 2025Q1: 127,140 shares; 2025Q2: 142,979 shares; 2025Q3: 140,421 shares 140,421 $16.1M 0.78% -2,558 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 71,075 shares; 2024Q1: 25,437 shares; 2024Q2: 26,439 shares; 2024Q3: 39,001 shares; 2024Q4: 94,019 shares; 2025Q1: 179,372 shares; 2025Q2: 239,190 shares; 2025Q3: 263,643 shares 263,643 $15.1M 0.73% +24,453 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 192,839 shares; 2024Q1: 195,015 shares; 2024Q2: 196,803 shares; 2024Q3: 196,144 shares; 2024Q4: 195,331 shares; 2025Q1: 197,389 shares; 2025Q2: 214,308 shares; 2025Q3: 220,390 shares 220,390 $15M 0.73% +6,082 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47,856 shares; 2024Q1: 26,777 shares; 2024Q2: 27,053 shares; 2024Q3: 57,776 shares; 2024Q4: 60,570 shares; 2025Q1: 59,810 shares; 2025Q2: 59,989 shares; 2025Q3: 59,854 shares 59,854 $14.6M 0.71% -135 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 123,954 shares; 2024Q1: 145,750 shares; 2024Q2: 170,757 shares; 2024Q3: 191,359 shares; 2024Q4: 204,135 shares; 2025Q1: 214,118 shares; 2025Q2: 236,184 shares; 2025Q3: 247,578 shares 247,578 $14.3M 0.7% +11,394 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 37,130 shares; 2024Q1: 40,715 shares; 2024Q2: 44,095 shares; 2024Q3: 46,761 shares; 2024Q4: 48,945 shares; 2025Q1: 48,393 shares; 2025Q2: 49,751 shares; 2025Q3: 52,045 shares 52,045 $14.2M 0.69% +2,294 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; 2023Q4: 41,662 shares; 2024Q1: 42,680 shares; 2024Q2: 44,563 shares; 2024Q3: 45,735 shares; 2024Q4: 45,441 shares; 2025Q1: 47,358 shares; 2025Q2: 46,132 shares; 2025Q3: 46,317 shares 46,317 $13.1M 0.64% +185 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 112,189 shares; 2024Q1: 111,006 shares; 2024Q2: 109,281 shares; 2024Q3: 106,328 shares; 2024Q4: 124,123 shares; 2025Q1: 138,224 shares; 2025Q2: 132,979 shares; 2025Q3: 125,734 shares 125,734 $13M 0.63% -7,245 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; 2023Q4: 14,401 shares; 2024Q1: 9,744 shares; 2024Q2: 9,993 shares; 2024Q3: 19,317 shares; 2024Q4: 24,354 shares; 2025Q1: 46,792 shares; 2025Q2: 37,832 shares; 2025Q3: 38,217 shares 38,217 $12.1M 0.59% +385 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 143,866 shares; 2024Q1: 181,261 shares; 2024Q2: 210,163 shares; 2024Q3: 296,195 shares; 2024Q4: 331,454 shares; 2025Q1: 343,495 shares; 2025Q2: 324,756 shares; 2025Q3: 329,963 shares 329,963 $11.9M 0.58% +5,207 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,212 shares; 2024Q1: 8,989 shares; 2024Q2: 8,800 shares; 2024Q3: 19,708 shares; 2024Q4: 103,714 shares; 2025Q1: 300,569 shares; 2025Q2: 245,115 shares; 2025Q3: 233,711 shares 233,711 $11.7M 0.57% -11,404 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; 2023Q4: 35,927 shares; 2024Q1: 35,351 shares; 2024Q2: 37,138 shares; 2024Q3: 50,519 shares; 2024Q4: 68,305 shares; 2025Q1: 82,087 shares; 2025Q2: 137,290 shares; 2025Q3: 148,564 shares 148,564 $11.7M 0.57% +11,274 Timeline FVD 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; 2023Q4: 314,859 shares; 2024Q1: 304,122 shares; 2024Q2: 295,379 shares; 2024Q3: 271,024 shares; 2024Q4: 259,953 shares; 2025Q1: 250,835 shares; 2025Q2: 248,087 shares; 2025Q3: 246,175 shares 246,175 $11.4M 0.55% -1,912 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,553 shares; 2024Q4: 60,775 shares; 2025Q1: 130,118 shares; 2025Q2: 118,372 shares; 2025Q3: 108,672 shares 108,672 $10.9M 0.53% -9,700 Timeline JEPQ 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,117 shares; 2024Q4: 56,457 shares; 2025Q1: 119,466 shares; 2025Q2: 174,161 shares; 2025Q3: 189,285 shares 189,285 $10.9M 0.53% +15,124 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; 2023Q4: 162,576 shares; 2024Q1: 35,163 shares; 2024Q2: 35,592 shares; 2024Q3: 36,324 shares; 2024Q4: 37,897 shares; 2025Q1: 42,332 shares; 2025Q2: 42,983 shares; 2025Q3: 42,329 shares 42,329 $9.29M 0.45% -654 Timeline IETC 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,793 shares; 2025Q2: 66,932 shares; 2025Q3: 89,167 shares 89,167 $9.09M 0.44% +22,235 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,002 shares; 2024Q1: 17,442 shares; 2024Q2: 17,826 shares; 2024Q3: 18,501 shares; 2024Q4: 18,343 shares; 2025Q1: 18,748 shares; 2025Q2: 19,014 shares; 2025Q3: 19,054 shares 19,054 $8.93M 0.43% +40 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; 2023Q4: 72,239 shares; 2024Q1: 69,893 shares; 2024Q2: 67,977 shares; 2024Q3: 62,252 shares; 2024Q4: 62,081 shares; 2025Q1: 64,980 shares; 2025Q2: 61,019 shares; 2025Q3: 59,965 shares 59,965 $8.4M 0.41% -1,054 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,511 shares; 2025Q2: 200,088 shares; 2025Q3: 242,296 shares 242,296 $8.3M 0.4% +42,208 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,859 shares; 2024Q1: 25,859 shares; 2024Q2: 25,859 shares; 2024Q3: 25,859 shares; 2024Q4: 26,145 shares; 2025Q1: 26,129 shares; 2025Q2: 25,619 shares; 2025Q3: 25,454 shares 25,454 $7.84M 0.38% -165 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 70,446 shares; 2024Q1: 69,427 shares; 2024Q2: 69,427 shares; 2024Q3: 69,977 shares; 2024Q4: 71,977 shares; 2025Q1: 71,977 shares; 2025Q2: 72,077 shares; 2025Q3: 92,874 shares 92,874 $7.75M 0.38% +20,797 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 69,219 shares; 2024Q1: 76,995 shares; 2024Q2: 76,995 shares; 2024Q3: 77,053 shares; 2024Q4: 77,203 shares; 2025Q1: 84,574 shares; 2025Q2: 84,575 shares; 2025Q3: 84,351 shares 84,351 $7.65M 0.37% -224 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; 2023Q4: 17,357 shares; 2024Q1: 14,101 shares; 2024Q2: 14,081 shares; 2024Q3: 15,135 shares; 2024Q4: 15,457 shares; 2025Q1: 15,443 shares; 2025Q2: 15,190 shares; 2025Q3: 14,988 shares 14,988 $7.54M 0.37% -202 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 73,637 shares; 2024Q1: 72,398 shares; 2024Q2: 73,633 shares; 2024Q3: 78,729 shares; 2024Q4: 80,072 shares; 2025Q1: 72,736 shares; 2025Q2: 73,499 shares; 2025Q3: 73,899 shares 73,899 $7.41M 0.36% +400 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 132,890 shares; 2024Q1: 127,338 shares; 2024Q2: 123,519 shares; 2024Q3: 103,181 shares; 2024Q4: 96,992 shares; 2025Q1: 95,945 shares; 2025Q2: 95,065 shares; 2025Q3: 91,122 shares 91,122 $6.98M 0.34% -3,943 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; 2023Q4: 65,570 shares; 2024Q1: 58,806 shares; 2024Q2: 58,680 shares; 2024Q3: 58,418 shares; 2024Q4: 59,059 shares; 2025Q1: 59,179 shares; 2025Q2: 56,872 shares; 2025Q3: 56,326 shares 56,326 $6.67M 0.32% -546 Timeline JMUB 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; 2023Q4: 97,025 shares; 2024Q1: 99,060 shares; 2024Q2: 101,299 shares; 2024Q3: 109,157 shares; 2024Q4: 119,511 shares; 2025Q1: 126,776 shares; 2025Q2: 126,495 shares; 2025Q3: 126,612 shares 126,612 $6.39M 0.31% +117 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,038 shares; 2024Q1: 8,099 shares; 2024Q2: 8,099 shares; 2024Q3: 8,099 shares; 2024Q4: 21,113 shares; 2025Q1: 31,662 shares; 2025Q2: 26,295 shares; 2025Q3: 25,114 shares 25,114 $5.58M 0.27% -1,181 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 65,516 shares; 2024Q1: 62,853 shares; 2024Q2: 61,969 shares; 2024Q3: 59,549 shares; 2024Q4: 58,765 shares; 2025Q1: 57,874 shares; 2025Q2: 57,004 shares; 2025Q3: 55,664 shares 55,664 $5.3M 0.26% -1,340 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,426 shares; 2025Q2: 64,188 shares; 2025Q3: 66,991 shares 66,991 $5.27M 0.26% +2,803 Timeline HELO 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,823 shares; 2024Q4: 17,597 shares; 2025Q1: 35,655 shares; 2025Q2: 78,491 shares; 2025Q3: 80,560 shares 80,560 $5.24M 0.25% +2,069 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; 2023Q4: 4,222 shares; 2024Q1: 5,773 shares; 2024Q2: 5,605 shares; 2024Q3: 5,611 shares; 2024Q4: 6,972 shares; 2025Q1: 6,971 shares; 2025Q2: 6,973 shares; 2025Q3: 6,875 shares 6,875 $5.13M 0.25% -98 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; 2023Q4: 8,779 shares; 2024Q1: 10,940 shares; 2024Q2: 11,071 shares; 2024Q3: 10,293 shares; 2024Q4: 10,408 shares; 2025Q1: 10,548 shares; 2025Q2: 10,548 shares; 2025Q3: 10,675 shares 10,675 $5.12M 0.25% +127 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,979 shares; 2024Q1: 23,549 shares; 2024Q2: 23,474 shares; 2024Q3: 20,909 shares; 2024Q4: 20,631 shares; 2025Q1: 26,881 shares; 2025Q2: 36,611 shares; 2025Q3: 41,967 shares 41,967 $5.05M 0.25% +5,356 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 53,823 shares; 2024Q1: 11,996 shares; 2024Q2: 11,881 shares; 2024Q3: 18,577 shares; 2024Q4: 19,938 shares; 2025Q1: 19,363 shares; 2025Q2: 19,618 shares; 2025Q3: 19,658 shares 19,658 $4.79M 0.23% +40 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; 2023Q4: 19,366 shares; 2024Q1: 20,448 shares; 2024Q2: 20,230 shares; 2024Q3: 20,334 shares; 2024Q4: 31,425 shares; 2025Q1: 43,111 shares; 2025Q2: 36,402 shares; 2025Q3: 34,252 shares 34,252 $4.77M 0.23% -2,150 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,125 shares; 2024Q1: 8,787 shares; 2024Q2: 10,643 shares; 2024Q3: 11,687 shares; 2024Q4: 12,101 shares; 2025Q1: 12,960 shares; 2025Q2: 18,784 shares; 2025Q3: 19,531 shares 19,531 $4.73M 0.23% +747 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,370 shares; 2025Q2: 82,784 shares; 2025Q3: 88,444 shares 88,444 $4.57M 0.22% +5,660 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; 2023Q4: 10,181 shares; 2024Q1: 15,610 shares; 2024Q2: 15,523 shares; 2024Q3: 13,565 shares; 2024Q4: 20,065 shares; 2025Q1: 26,044 shares; 2025Q2: 23,088 shares; 2025Q3: 22,880 shares 22,880 $4.29M 0.21% -208 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,012 shares; 2024Q1: 10,030 shares; 2024Q2: 10,212 shares; 2024Q3: 10,417 shares; 2024Q4: 21,679 shares; 2025Q1: 23,989 shares; 2025Q2: 21,856 shares; 2025Q3: 21,661 shares 21,661 $4.02M 0.2% -195 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,672 shares; 2024Q1: 5,245 shares; 2024Q2: 5,245 shares; 2024Q3: 5,245 shares; 2024Q4: 5,249 shares; 2025Q1: 5,403 shares; 2025Q2: 5,407 shares; 2025Q3: 4,917 shares 4,917 $3.92M 0.19% -490 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,790 shares; 2024Q1: 25,925 shares; 2024Q2: 25,807 shares; 2024Q3: 25,807 shares; 2024Q4: 25,812 shares; 2025Q1: 25,812 shares; 2025Q2: 25,822 shares; 2025Q3: 25,822 shares 25,822 $3.84M 0.19% 0 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,274 shares 69,274 $3.74M 0.18% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 42,131 shares; 2024Q1: 42,498 shares; 2024Q2: 41,700 shares; 2024Q3: 41,380 shares; 2024Q4: 41,600 shares; 2025Q1: 42,433 shares; 2025Q2: 42,126 shares; 2025Q3: 41,751 shares 41,751 $3.7M 0.18% -375 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; 2023Q4: 4,294 shares; 2024Q1: 4,325 shares; 2024Q2: 4,270 shares; 2024Q3: 4,343 shares; 2024Q4: 4,472 shares; 2025Q1: 4,816 shares; 2025Q2: 5,037 shares; 2025Q3: 4,895 shares 4,895 $3.59M 0.17% -142 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,312 shares; 2024Q1: 10,418 shares; 2024Q2: 10,240 shares; 2024Q3: 10,197 shares; 2024Q4: 10,197 shares; 2025Q1: 10,197 shares; 2025Q2: 10,197 shares; 2025Q3: 9,826 shares 9,826 $3.59M 0.17% -371 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; 2023Q4: 14,908 shares; 2024Q1: 15,077 shares; 2024Q2: 14,939 shares; 2024Q3: 14,939 shares; 2024Q4: 17,149 shares; 2025Q1: 18,369 shares; 2025Q2: 18,588 shares; 2025Q3: 18,598 shares 18,598 $3.53M 0.17% +10 Timeline XLP 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; 2023Q4: 43,814 shares; 2024Q1: 46,085 shares; 2024Q2: 45,340 shares; 2024Q3: 44,015 shares; 2024Q4: 43,607 shares; 2025Q1: 45,201 shares; 2025Q2: 45,217 shares; 2025Q3: 44,714 shares 44,714 $3.5M 0.17% -503 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; 2023Q4: 24,277 shares; 2024Q1: 5,017 shares; 2024Q2: 4,892 shares; 2024Q3: 4,479 shares; 2024Q4: 8,771 shares; 2025Q1: 9,443 shares; 2025Q2: 11,364 shares; 2025Q3: 11,475 shares 11,475 $3.24M 0.16% +111 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,533 shares; 2024Q1: 13,028 shares; 2024Q2: 15,573 shares; 2024Q3: 20,753 shares; 2024Q4: 30,692 shares; 2025Q1: 33,015 shares; 2025Q2: 33,596 shares; 2025Q3: 34,496 shares 34,496 $3.22M 0.16% +900 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; 2023Q4: 18,747 shares; 2024Q1: 23,119 shares; 2024Q2: 22,864 shares; 2024Q3: 23,345 shares; 2024Q4: 23,738 shares; 2025Q1: 24,943 shares; 2025Q2: 26,148 shares; 2025Q3: 26,148 shares 26,148 $3.1M 0.15% 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; 2023Q4: 24,907 shares; 2024Q1: 4,250 shares; 2024Q2: 4,302 shares; 2024Q3: 9,083 shares; 2024Q4: 9,825 shares; 2025Q1: 10,657 shares; 2025Q2: 10,629 shares; 2025Q3: 10,823 shares 10,823 $3.04M 0.15% +194 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,007 shares; 2024Q1: 19,192 shares; 2024Q2: 19,257 shares; 2024Q3: 19,232 shares; 2024Q4: 19,741 shares; 2025Q1: 19,402 shares; 2025Q2: 18,914 shares; 2025Q3: 26,605 shares 26,605 $2.84M 0.14% +7,691 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; 2023Q4: 2,827 shares; 2024Q1: 2,414 shares; 2024Q2: 2,446 shares; 2024Q3: 2,448 shares; 2024Q4: 10,457 shares; 2025Q1: 16,956 shares; 2025Q2: 14,301 shares; 2025Q3: 12,898 shares 12,898 $2.79M 0.14% -1,403 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; 2023Q4: 42,521 shares; 2024Q1: 43,347 shares; 2024Q2: 43,754 shares; 2024Q3: 44,490 shares; 2024Q4: 45,145 shares; 2025Q1: 50,894 shares; 2025Q2: 51,518 shares; 2025Q3: 51,803 shares 51,803 $2.79M 0.14% +285 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,546 shares; 2024Q1: 6,550 shares; 2024Q2: 6,562 shares; 2024Q3: 6,604 shares; 2024Q4: 6,604 shares; 2025Q1: 6,917 shares; 2025Q2: 6,922 shares; 2025Q3: 6,909 shares 6,909 $2.74M 0.13% -13 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; 2023Q4: 16,231 shares; 2024Q1: 17,617 shares; 2024Q2: 17,757 shares; 2024Q3: 17,739 shares; 2024Q4: 17,072 shares; 2025Q1: 17,149 shares; 2025Q2: 17,138 shares; 2025Q3: 17,221 shares 17,221 $2.66M 0.13% +83 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; 2023Q4: 18,595 shares; 2024Q1: 16,635 shares; 2024Q2: 16,082 shares; 2024Q3: 16,327 shares; 2024Q4: 28,234 shares; 2025Q1: 36,804 shares; 2025Q2: 31,347 shares; 2025Q3: 29,571 shares 29,571 $2.64M 0.13% -1,776 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,041 shares; 2025Q1: 14,084 shares; 2025Q2: 11,492 shares; 2025Q3: 10,652 shares 10,652 $2.61M 0.13% -840 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,480 shares; 2024Q1: 25,415 shares; 2024Q2: 25,315 shares; 2024Q3: 24,955 shares; 2024Q4: 25,231 shares; 2025Q1: 26,556 shares; 2025Q2: 25,172 shares; 2025Q3: 25,197 shares 25,197 $2.6M 0.13% +25 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,101 shares; 2024Q1: 45,256 shares; 2024Q2: 45,246 shares; 2024Q3: 44,500 shares; 2024Q4: 44,529 shares; 2025Q1: 44,398 shares; 2025Q2: 41,669 shares; 2025Q3: 38,287 shares 38,287 $2.5M 0.12% -3,382 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 24,463 shares; 2024Q1: 7,236 shares; 2024Q2: 7,313 shares; 2024Q3: 8,132 shares; 2024Q4: 15,659 shares; 2025Q1: 18,801 shares; 2025Q2: 16,344 shares; 2025Q3: 16,011 shares 16,011 $2.49M 0.12% -333 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,780 shares; 2024Q1: 56,572 shares; 2024Q2: 55,970 shares; 2024Q3: 53,331 shares; 2024Q4: 50,658 shares; 2025Q1: 47,180 shares; 2025Q2: 24,174 shares; 2025Q3: 19,099 shares 19,099 $2.41M 0.12% -5,075 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,151 shares; 2024Q1: 5,139 shares; 2024Q2: 5,139 shares; 2024Q3: 5,139 shares; 2024Q4: 5,139 shares; 2025Q1: 5,179 shares; 2025Q2: 5,169 shares; 2025Q3: 5,139 shares 5,139 $2.38M 0.12% -30 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,019 shares; 2025Q1: 30,929 shares; 2025Q2: 27,695 shares; 2025Q3: 26,388 shares 26,388 $2.35M 0.11% -1,307 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 58,970 shares; 2024Q1: 58,334 shares; 2024Q2: 61,571 shares; 2024Q3: 65,568 shares; 2024Q4: 68,198 shares; 2025Q1: 76,807 shares; 2025Q2: 75,156 shares; 2025Q3: 82,662 shares 82,662 $2.33M 0.11% +7,506 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,236 shares; 2025Q2: 13,698 shares; 2025Q3: 35,294 shares 35,294 $2.29M 0.11% +21,596 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; 2023Q4: 32,459 shares; 2024Q1: 31,247 shares; 2024Q2: 35,175 shares; 2024Q3: 34,531 shares; 2024Q4: 32,374 shares; 2025Q1: 31,966 shares; 2025Q2: 31,741 shares; 2025Q3: 31,750 shares 31,750 $2.14M 0.1% +9 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,528 shares; 2024Q1: 14,742 shares; 2024Q2: 14,120 shares; 2024Q3: 14,085 shares; 2024Q4: 16,285 shares; 2025Q1: 16,285 shares; 2025Q2: 16,285 shares; 2025Q3: 16,196 shares 16,196 $2.13M 0.1% -89 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,709 shares; 2024Q1: 1,904 shares; 2024Q2: 1,904 shares; 2024Q3: 1,908 shares; 2024Q4: 1,925 shares; 2025Q1: 1,707 shares; 2025Q2: 1,770 shares; 2025Q3: 1,738 shares 1,738 $2.08M 0.1% -32 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 938 shares; 2024Q1: 760 shares; 2024Q2: 754 shares; 2024Q3: 7,540 shares; 2024Q4: 5,748 shares; 2025Q1: 5,627 shares; 2025Q2: 6,087 shares; 2025Q3: 6,123 shares 6,123 $2.02M 0.1% +36 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,463 shares; 2024Q1: 22,316 shares; 2024Q2: 22,094 shares; 2024Q3: 22,024 shares; 2024Q4: 22,078 shares; 2025Q1: 22,104 shares; 2025Q2: 22,228 shares; 2025Q3: 22,056 shares 22,056 $1.97M 0.1% -172 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,223 shares; 2024Q1: 1,969 shares; 2024Q2: 1,912 shares; 2024Q3: 2,121 shares; 2024Q4: 10,040 shares; 2025Q1: 16,707 shares; 2025Q2: 13,625 shares; 2025Q3: 13,003 shares 13,003 $1.88M 0.09% -622 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; 2023Q4: 5,782 shares; 2024Q1: 2,943 shares; 2024Q2: 3,762 shares; 2024Q3: 3,973 shares; 2024Q4: 4,029 shares; 2025Q1: 5,314 shares; 2025Q2: 5,306 shares; 2025Q3: 5,342 shares 5,342 $1.76M 0.09% +36 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; 2023Q4: 9,958 shares; 2024Q1: 9,514 shares; 2024Q2: 9,499 shares; 2024Q3: 9,640 shares; 2024Q4: 11,482 shares; 2025Q1: 14,081 shares; 2025Q2: 14,598 shares; 2025Q3: 15,531 shares 15,531 $1.75M 0.09% +933 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,217 shares; 2025Q2: 28,969 shares; 2025Q3: 36,248 shares 36,248 $1.68M 0.08% +7,279 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; 2023Q4: 9,747 shares; 2024Q1: 7,242 shares; 2024Q2: 7,250 shares; 2024Q3: 6,081 shares; 2024Q4: 21,052 shares; 2025Q1: 32,447 shares; 2025Q2: 28,751 shares; 2025Q3: 29,294 shares 29,294 $1.59M 0.08% +543 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; 2023Q4: 18,899 shares; 2024Q1: 18,305 shares; 2024Q2: 18,288 shares; 2024Q3: 18,323 shares; 2024Q4: 19,467 shares; 2025Q1: 20,487 shares; 2025Q2: 19,566 shares; 2025Q3: 18,907 shares 18,907 $1.59M 0.08% -659 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; 2023Q4: 4,049 shares; 2024Q1: 3,517 shares; 2024Q2: 3,521 shares; 2024Q3: 3,546 shares; 2024Q4: 3,458 shares; 2025Q1: 3,972 shares; 2025Q2: 4,096 shares; 2025Q3: 3,828 shares 3,828 $1.55M 0.08% -268 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,027 shares; 2024Q1: 5,059 shares; 2024Q2: 5,034 shares; 2024Q3: 5,021 shares; 2024Q4: 4,894 shares; 2025Q1: 5,035 shares; 2025Q2: 4,816 shares; 2025Q3: 4,439 shares 4,439 $1.53M 0.07% -377 Timeline PEY 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 54,613 shares; 2025Q1: 99,637 shares; 2025Q2: 76,756 shares; 2025Q3: 70,421 shares 70,421 $1.48M 0.07% -6,335 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,949 shares; 2024Q1: 8,529 shares; 2024Q2: 8,505 shares; 2024Q3: 8,507 shares; 2024Q4: 8,508 shares; 2025Q1: 8,511 shares; 2025Q2: 8,531 shares; 2025Q3: 8,678 shares 8,678 $1.48M 0.07% +147 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,350 shares; 2025Q1: 39,440 shares; 2025Q2: 29,918 shares; 2025Q3: 27,241 shares 27,241 $1.47M 0.07% -2,677 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; 2023Q4: 11,438 shares; 2024Q1: 582 shares; 2024Q2: 602 shares; 2024Q3: 648 shares; 2024Q4: 920 shares; 2025Q1: 1,876 shares; 2025Q2: 1,870 shares; 2025Q3: 1,905 shares 1,905 $1.45M 0.07% +35 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; 2023Q4: 13,224 shares; 2024Q1: 13,646 shares; 2024Q2: 14,071 shares; 2024Q3: 22,493 shares; 2024Q4: 26,357 shares; 2025Q1: 26,555 shares; 2025Q2: 29,270 shares; 2025Q3: 28,691 shares 28,691 $1.44M 0.07% -579 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,420 shares; 2025Q1: 38,245 shares; 2025Q2: 29,735 shares; 2025Q3: 27,510 shares 27,510 $1.43M 0.07% -2,225 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; 2023Q4: 2,717 shares; 2024Q1: 2,467 shares; 2024Q2: 2,515 shares; 2024Q3: 3,055 shares; 2024Q4: 4,409 shares; 2025Q1: 8,395 shares; 2025Q2: 8,353 shares; 2025Q3: 8,381 shares 8,381 $1.36M 0.07% +28 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; 2023Q4: 8,334 shares; 2024Q1: 8,552 shares; 2024Q2: 8,569 shares; 2024Q3: 8,250 shares; 2024Q4: 8,895 shares; 2025Q1: 8,574 shares; 2025Q2: 8,399 shares; 2025Q3: 8,320 shares 8,320 $1.35M 0.07% -79 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,686 shares; 2024Q1: 2,503 shares; 2024Q2: 2,577 shares; 2024Q3: 3,240 shares; 2024Q4: 3,968 shares; 2025Q1: 5,648 shares; 2025Q2: 5,598 shares; 2025Q3: 5,739 shares 5,739 $1.33M 0.06% +141 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,085 shares; 2025Q1: 1,481 shares; 2025Q2: 4,156 shares; 2025Q3: 3,710 shares 3,710 $1.32M 0.06% -446 Timeline JQUA 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; 2023Q4: 18,500 shares; 2024Q1: 17,864 shares; 2024Q2: 17,866 shares; 2024Q3: 17,397 shares; 2024Q4: 17,400 shares; 2025Q1: 19,120 shares; 2025Q2: 21,461 shares; 2025Q3: 20,326 shares 20,326 $1.28M 0.06% -1,135 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,685 shares; 2024Q1: 3,686 shares; 2024Q2: 3,686 shares; 2024Q3: 3,686 shares; 2024Q4: 3,686 shares; 2025Q1: 3,686 shares; 2025Q2: 3,820 shares; 2025Q3: 3,821 shares 3,821 $1.27M 0.06% +1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,611 shares; 2024Q1: 3,431 shares; 2024Q2: 3,478 shares; 2024Q3: 3,540 shares; 2024Q4: 3,458 shares; 2025Q1: 3,650 shares; 2025Q2: 3,768 shares; 2025Q3: 3,723 shares 3,723 $1.27M 0.06% -45 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,825 shares; 2024Q1: 9,825 shares; 2024Q2: 11,091 shares; 2024Q3: 11,093 shares; 2024Q4: 11,288 shares; 2025Q1: 10,926 shares; 2025Q2: 11,910 shares; 2025Q3: 11,826 shares 11,826 $1.26M 0.06% -84 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,864 shares 38,864 $1.22M 0.06% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,550 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,385 shares; 2025Q2: 6,387 shares; 2025Q3: 6,339 shares 6,339 $1.21M 0.06% -48 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,188 shares; 2024Q1: 8,188 shares; 2024Q2: 8,188 shares; 2024Q3: 8,246 shares; 2024Q4: 8,399 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,197 shares 8,197 $1.19M 0.06% -203 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,338 shares; 2024Q1: 6,047 shares; 2024Q2: 5,812 shares; 2024Q3: 5,964 shares; 2024Q4: 5,860 shares; 2025Q1: 5,860 shares; 2025Q2: 5,906 shares; 2025Q3: 5,853 shares 5,853 $1.19M 0.06% -53 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,655 shares; 2024Q1: 2,654 shares; 2024Q2: 2,641 shares; 2024Q3: 2,641 shares; 2024Q4: 2,739 shares; 2025Q1: 3,524 shares; 2025Q2: 3,474 shares; 2025Q3: 3,355 shares 3,355 $1.18M 0.06% -119 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,736 shares; 2024Q1: 6,736 shares; 2024Q2: 8,011 shares; 2024Q3: 7,986 shares; 2024Q4: 8,130 shares; 2025Q1: 16,030 shares; 2025Q2: 16,378 shares; 2025Q3: 16,386 shares 16,386 $1.17M 0.06% +8 Timeline INVESCO EXCH TRADED FD TR II 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; 2023Q4: 32,294 shares; 2024Q1: 26,388 shares; 2024Q2: 24,797 shares; 2024Q3: 24,075 shares; 2024Q4: 22,355 shares; 2025Q1: 21,967 shares; 2025Q2: 21,386 shares; 2025Q3: 20,854 shares 20,854 $1.16M 0.06% -532 DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,014 shares; 2024Q1: 23,751 shares; 2024Q2: 23,256 shares; 2024Q3: 22,660 shares; 2024Q4: 22,228 shares; 2025Q1: 21,923 shares; 2025Q2: 21,676 shares; 2025Q3: 21,683 shares 21,683 $1.13M 0.06% +7 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,688 shares; 2024Q1: 7,688 shares; 2024Q2: 7,688 shares; 2024Q3: 7,714 shares; 2024Q4: 7,714 shares; 2025Q1: 7,731 shares; 2025Q2: 7,783 shares; 2025Q3: 7,783 shares 7,783 $1.13M 0.06% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,201 shares; 2024Q1: 2,201 shares; 2024Q2: 2,219 shares; 2024Q3: 2,416 shares; 2024Q4: 9,253 shares; 2025Q1: 12,334 shares; 2025Q2: 9,879 shares; 2025Q3: 9,004 shares 9,004 $1.13M 0.06% -875 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 75,015 shares; 2025Q1: 128,310 shares; 2025Q2: 75,443 shares; 2025Q3: 66,464 shares 66,464 $1.1M 0.05% -8,979 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,302 shares; 2024Q1: 2,262 shares; 2024Q2: 2,275 shares; 2024Q3: 2,285 shares; 2024Q4: 2,256 shares; 2025Q1: 2,284 shares; 2025Q2: 2,250 shares; 2025Q3: 2,249 shares 2,249 $1.1M 0.05% -1 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,994 shares; 2024Q1: 12,015 shares; 2024Q2: 12,054 shares; 2024Q3: 12,363 shares; 2024Q4: 12,698 shares; 2025Q1: 12,644 shares; 2025Q2: 12,429 shares; 2025Q3: 12,112 shares 12,112 $1.1M 0.05% -317 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,736 shares; 2025Q1: 16,688 shares; 2025Q2: 16,875 shares; 2025Q3: 16,359 shares 16,359 $1.08M 0.05% -516 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 24,954 shares; 2024Q1: 2,782 shares; 2024Q2: 2,713 shares; 2024Q3: 2,589 shares; 2024Q4: 2,787 shares; 2025Q1: 3,050 shares; 2025Q2: 2,941 shares; 2025Q3: 2,334 shares 2,334 $1.04M 0.05% -607 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,634 shares; 2024Q1: 3,646 shares; 2024Q2: 3,646 shares; 2024Q3: 3,659 shares; 2024Q4: 3,544 shares; 2025Q1: 3,493 shares; 2025Q2: 3,494 shares; 2025Q3: 3,495 shares 3,495 $1.04M 0.05% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,289 shares; 2024Q1: 13,984 shares; 2024Q2: 14,489 shares; 2024Q3: 14,532 shares; 2024Q4: 13,533 shares; 2025Q1: 15,436 shares; 2025Q2: 15,504 shares; 2025Q3: 15,097 shares 15,097 $1.03M 0.05% -407 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,407 shares; 2024Q1: 3,230 shares; 2024Q2: 3,020 shares; 2024Q3: 3,145 shares; 2024Q4: 3,200 shares; 2025Q1: 2,935 shares; 2025Q2: 2,938 shares; 2025Q3: 2,927 shares 2,927 $998K 0.05% -11 Timeline XLU 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; 2023Q4: 12,628 shares; 2024Q1: 11,962 shares; 2024Q2: 12,578 shares; 2024Q3: 12,382 shares; 2024Q4: 12,084 shares; 2025Q1: 11,456 shares; 2025Q2: 11,653 shares; 2025Q3: 11,420 shares 11,420 $996K 0.05% -233 Timeline VUSB 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; 2023Q4: 9,476 shares; 2024Q1: 9,276 shares; 2024Q2: 9,270 shares; 2024Q3: 9,270 shares; 2024Q4: 9,270 shares; 2025Q1: 9,270 shares; 2025Q2: 19,813 shares; 2025Q3: 19,313 shares 19,313 $966K 0.05% -500 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 667 shares; 2024Q1: 2,001 shares; 2024Q2: 2,610 shares; 2024Q3: 3,531 shares; 2024Q4: 3,531 shares; 2025Q1: 4,365 shares; 2025Q2: 3,522 shares; 2025Q3: 3,522 shares 3,522 $955K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 24,675 shares; 2024Q1: 11,983 shares; 2024Q2: 12,121 shares; 2024Q3: 12,071 shares; 2024Q4: 19,192 shares; 2025Q1: 21,480 shares; 2025Q2: 21,332 shares; 2025Q3: 21,725 shares 21,725 $955K 0.05% +393 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; 2023Q4: 6,138 shares; 2024Q1: 3,449 shares; 2024Q2: 3,793 shares; 2024Q3: 3,891 shares; 2024Q4: 4,822 shares; 2025Q1: 6,369 shares; 2025Q2: 6,357 shares; 2025Q3: 6,134 shares 6,134 $943K 0.05% -223 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,285 shares; 2024Q1: 13,553 shares; 2024Q2: 13,799 shares; 2024Q3: 14,043 shares; 2024Q4: 14,079 shares; 2025Q1: 13,915 shares; 2025Q2: 15,132 shares; 2025Q3: 17,558 shares 17,558 $906K 0.04% +2,426 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,935 shares; 2024Q1: 1,897 shares; 2024Q2: 1,882 shares; 2024Q3: 1,870 shares; 2024Q4: 2,685 shares; 2025Q1: 2,973 shares; 2025Q2: 2,933 shares; 2025Q3: 2,947 shares 2,947 $895K 0.04% +14 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,400 shares; 2025Q3: 6,488 shares 6,488 $888K 0.04% +88 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,289 shares; 2024Q1: 11,390 shares; 2024Q2: 11,390 shares; 2024Q3: 11,390 shares; 2024Q4: 11,390 shares; 2025Q1: 11,390 shares; 2025Q2: 14,911 shares; 2025Q3: 15,085 shares 15,085 $886K 0.04% +174 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,410 shares 3,410 $874K 0.04% new 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; 2023Q4: 2,930 shares; 2024Q1: 2,880 shares; 2024Q2: 2,875 shares; 2024Q3: 2,776 shares; 2024Q4: 2,778 shares; 2025Q1: 3,370 shares; 2025Q2: 4,259 shares; 2025Q3: 4,218 shares 4,218 $864K 0.04% -41 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,889 shares; 2024Q1: 3,055 shares; 2024Q2: 2,955 shares; 2024Q3: 2,804 shares; 2024Q4: 3,154 shares; 2025Q1: 3,403 shares; 2025Q2: 3,340 shares; 2025Q3: 3,357 shares 3,357 $855K 0.04% +17 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,322 shares; 2024Q1: 4,322 shares; 2024Q2: 4,322 shares; 2024Q3: 4,322 shares; 2024Q4: 4,322 shares; 2025Q1: 4,323 shares; 2025Q2: 4,412 shares; 2025Q3: 4,408 shares 4,408 $842K 0.04% -4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,879 shares; 2024Q1: 1,918 shares; 2024Q2: not reported; 2024Q3: 2,611 shares; 2024Q4: 3,404 shares; 2025Q1: 6,234 shares; 2025Q2: 6,271 shares; 2025Q3: 6,286 shares 6,286 $842K 0.04% +15 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,790 shares; 2025Q1: 11,960 shares; 2025Q2: 9,587 shares; 2025Q3: 9,193 shares 9,193 $842K 0.04% -394 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; 2023Q4: 18,153 shares; 2024Q1: 8,033 shares; 2024Q2: 7,816 shares; 2024Q3: 8,199 shares; 2024Q4: 10,851 shares; 2025Q1: 11,844 shares; 2025Q2: 12,012 shares; 2025Q3: 12,154 shares 12,154 $810K 0.04% +142 Timeline QQQJ 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; 2023Q4: 69,128 shares; 2024Q1: 55,940 shares; 2024Q2: 50,591 shares; 2024Q3: 29,751 shares; 2024Q4: 26,822 shares; 2025Q1: 23,655 shares; 2025Q2: 22,490 shares; 2025Q3: 22,190 shares 22,190 $794K 0.04% -300 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,677 shares; 2024Q1: 3,594 shares; 2024Q2: 3,603 shares; 2024Q3: 3,593 shares; 2024Q4: 3,543 shares; 2025Q1: 3,693 shares; 2025Q2: 3,764 shares; 2025Q3: 3,640 shares 3,640 $786K 0.04% -124 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,368 shares; 2024Q1: 12,044 shares; 2024Q2: 12,043 shares; 2024Q3: 12,043 shares; 2024Q4: 11,161 shares; 2025Q1: 11,161 shares; 2025Q2: 11,161 shares; 2025Q3: 11,161 shares 11,161 $765K 0.04% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,521 shares; 2024Q4: 6,131 shares; 2025Q1: 4,466 shares; 2025Q2: 4,242 shares; 2025Q3: 4,163 shares 4,163 $759K 0.04% -79 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,297 shares; 2024Q1: 1,198 shares; 2024Q2: 1,185 shares; 2024Q3: 1,651 shares; 2024Q4: 1,993 shares; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,546 shares 3,546 $758K 0.04% +1 Timeline JPEF 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,134 shares 10,134 $751K 0.04% new Timeline XLY 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; 2023Q4: 1,277 shares; 2024Q1: 2,951 shares; 2024Q2: 2,944 shares; 2024Q3: 2,949 shares; 2024Q4: 2,904 shares; 2025Q1: 3,206 shares; 2025Q2: 3,237 shares; 2025Q3: 3,129 shares 3,129 $750K 0.04% -108 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,260 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,513 shares; 2025Q2: 14,516 shares; 2025Q3: 14,516 shares 14,516 $732K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,740 shares; 2024Q1: 2,663 shares; 2024Q2: 2,695 shares; 2024Q3: 2,787 shares; 2024Q4: 2,382 shares; 2025Q1: 2,496 shares; 2025Q2: 2,542 shares; 2025Q3: 2,582 shares 2,582 $729K 0.04% +40 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,660 shares; 2024Q1: 7,980 shares; 2024Q2: 7,980 shares; 2024Q3: 7,980 shares; 2024Q4: 7,980 shares; 2025Q1: 7,980 shares; 2025Q2: 7,980 shares; 2025Q3: 7,980 shares 7,980 $715K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,930 shares; 2024Q1: 2,557 shares; 2024Q2: 2,540 shares; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,618 shares; 2025Q2: 2,453 shares; 2025Q3: 2,461 shares 2,461 $697K 0.03% +8 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; 2023Q4: 762 shares; 2024Q1: 731 shares; 2024Q2: 758 shares; 2024Q3: 758 shares; 2024Q4: 773 shares; 2025Q1: 811 shares; 2025Q2: 824 shares; 2025Q3: 745 shares 745 $689K 0.03% -79 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,643 shares; 2024Q1: 9,111 shares; 2024Q2: 9,316 shares; 2024Q3: 8,948 shares; 2024Q4: 7,789 shares; 2025Q1: 7,004 shares; 2025Q2: 8,863 shares; 2025Q3: 9,299 shares 9,299 $683K 0.03% +436 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,868 shares; 2024Q1: 4,054 shares; 2024Q2: 4,453 shares; 2024Q3: 5,221 shares; 2024Q4: 6,116 shares; 2025Q1: 6,165 shares; 2025Q2: 6,400 shares; 2025Q3: 6,562 shares 6,562 $676K 0.03% +162 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; 2023Q4: 7,980 shares; 2024Q1: 7,780 shares; 2024Q2: 6,605 shares; 2024Q3: 6,605 shares; 2024Q4: 6,605 shares; 2025Q1: 6,605 shares; 2025Q2: 6,605 shares; 2025Q3: 8,882 shares 8,882 $675K 0.03% +2,277 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,132 shares; 2024Q1: 5,132 shares; 2024Q2: 5,175 shares; 2024Q3: 5,133 shares; 2024Q4: 5,343 shares; 2025Q1: 5,238 shares; 2025Q2: 5,368 shares; 2025Q3: 5,429 shares 5,429 $672K 0.03% +61 Timeline SPMO 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,530 shares 5,530 $669K 0.03% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,657 shares; 2025Q1: 8,728 shares; 2025Q2: 8,728 shares; 2025Q3: 8,728 shares 8,728 $664K 0.03% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,246 shares; 2024Q1: 13,246 shares; 2024Q2: 13,246 shares; 2024Q3: 13,246 shares; 2024Q4: 13,246 shares; 2025Q1: 13,246 shares; 2025Q2: 13,246 shares; 2025Q3: 12,366 shares 12,366 $655K 0.03% -880 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; 2023Q4: 3,862 shares; 2024Q1: 3,376 shares; 2024Q2: 3,311 shares; 2024Q3: 3,336 shares; 2024Q4: 3,936 shares; 2025Q1: 3,918 shares; 2025Q2: 3,925 shares; 2025Q3: 3,486 shares 3,486 $640K 0.03% -439 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 5,090 shares; 2025Q3: 6,834 shares 6,834 $638K 0.03% +1,744 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,500 shares; 2024Q1: 21,500 shares; 2024Q2: 21,500 shares; 2024Q3: 21,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares 21,500 $637K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,668 shares; 2025Q2: 4,681 shares; 2025Q3: 4,681 shares 4,681 $634K 0.03% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,655 shares 5,655 $625K 0.03% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,408 shares; 2024Q3: 20,408 shares; 2024Q4: 32,908 shares; 2025Q1: 35,698 shares; 2025Q2: 36,698 shares; 2025Q3: 36,698 shares 36,698 $590K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30,975 shares; 2024Q1: 13,091 shares; 2024Q2: 12,376 shares; 2024Q3: 10,307 shares; 2024Q4: 11,660 shares; 2025Q1: 17,896 shares; 2025Q2: 17,326 shares; 2025Q3: 17,448 shares 17,448 $585K 0.03% +122 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,151 shares; 2024Q1: 2,845 shares; 2024Q2: 2,970 shares; 2024Q3: 3,049 shares; 2024Q4: 3,024 shares; 2025Q1: 3,058 shares; 2025Q2: 3,128 shares; 2025Q3: 2,764 shares 2,764 $579K 0.03% -364 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,804 shares; 2024Q1: 3,548 shares; 2024Q2: 3,527 shares; 2024Q3: 3,550 shares; 2024Q4: 3,551 shares; 2025Q1: 3,629 shares; 2025Q2: 3,469 shares; 2025Q3: 3,459 shares 3,459 $579K 0.03% -10 Timeline PRF 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; 2023Q4: 19,867 shares; 2024Q1: 19,777 shares; 2024Q2: 20,141 shares; 2024Q3: 20,141 shares; 2024Q4: 19,094 shares; 2025Q1: 19,094 shares; 2025Q2: 19,081 shares; 2025Q3: 12,736 shares 12,736 $576K 0.03% -6,345 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,816 shares; 2024Q1: 13,679 shares; 2024Q2: 12,440 shares; 2024Q3: 9,979 shares; 2024Q4: 8,601 shares; 2025Q1: 8,571 shares; 2025Q2: 8,477 shares; 2025Q3: 6,805 shares 6,805 $565K 0.03% -1,672 Timeline XMMO 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 4,174 shares 4,174 $564K 0.03% +2,324 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,033 shares; 2024Q2: 1,033 shares; 2024Q3: 1,061 shares; 2024Q4: 2,268 shares; 2025Q1: 1,664 shares; 2025Q2: 1,689 shares; 2025Q3: 1,699 shares 1,699 $564K 0.03% +10 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,270 shares; 2024Q1: 3,470 shares; 2024Q2: 4,042 shares; 2024Q3: 4,470 shares; 2024Q4: 4,770 shares; 2025Q1: 5,623 shares; 2025Q2: 5,957 shares; 2025Q3: 5,947 shares 5,947 $564K 0.03% -10 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 354 shares; 2024Q2: 305 shares; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 784 shares; 2025Q2: 809 shares; 2025Q3: 821 shares 821 $561K 0.03% +12 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,190 shares; 2024Q1: 15,709 shares; 2024Q2: 13,988 shares; 2024Q3: 13,988 shares; 2024Q4: 13,988 shares; 2025Q1: 13,988 shares; 2025Q2: 13,988 shares; 2025Q3: 13,466 shares 13,466 $557K 0.03% -522 Timeline XLB 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; 2023Q4: 5,686 shares; 2024Q1: 6,446 shares; 2024Q2: 6,179 shares; 2024Q3: 6,291 shares; 2024Q4: 6,622 shares; 2025Q1: 6,976 shares; 2025Q2: 6,234 shares; 2025Q3: 6,028 shares 6,028 $540K 0.03% -206 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,772 shares; 2024Q1: 2,772 shares; 2024Q2: 3,262 shares; 2024Q3: 3,268 shares; 2024Q4: 3,331 shares; 2025Q1: 3,346 shares; 2025Q2: 4,509 shares; 2025Q3: 4,509 shares 4,509 $528K 0.03% 0 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,240 shares; 2025Q1: 9,217 shares; 2025Q2: 8,312 shares; 2025Q3: 8,312 shares 8,312 $527K 0.03% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares 2,140 $525K 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,966 shares; 2024Q1: 14,857 shares; 2024Q2: 13,338 shares; 2024Q3: 10,071 shares; 2024Q4: 6,717 shares; 2025Q1: 5,767 shares; 2025Q2: 4,771 shares; 2025Q3: 4,717 shares 4,717 $525K 0.03% -54 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; 2023Q4: 6,085 shares; 2024Q1: 4,445 shares; 2024Q2: 4,541 shares; 2024Q3: 4,278 shares; 2024Q4: 4,278 shares; 2025Q1: 5,401 shares; 2025Q2: 5,473 shares; 2025Q3: 5,474 shares 5,474 $523K 0.03% +1 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,545 shares; 2024Q1: 8,545 shares; 2024Q2: 8,545 shares; 2024Q3: 8,545 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 8,345 shares; 2025Q3: 8,345 shares 8,345 $519K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 777 shares; 2024Q1: 519 shares; 2024Q2: 529 shares; 2024Q3: 529 shares; 2024Q4: 918 shares; 2025Q1: 927 shares; 2025Q2: 957 shares; 2025Q3: 1,030 shares 1,030 $514K 0.03% +73 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,367 shares; 2024Q1: 975 shares; 2024Q2: not reported; 2024Q3: 985 shares; 2024Q4: 2,176 shares; 2025Q1: 2,430 shares; 2025Q2: 2,408 shares; 2025Q3: 2,415 shares 2,415 $508K 0.02% +7 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,121 shares; 2024Q4: 1,311 shares; 2025Q1: 1,574 shares; 2025Q2: 1,933 shares; 2025Q3: 1,673 shares 1,673 $503K 0.02% -260 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 849 shares; 2024Q2: 993 shares; 2024Q3: 1,043 shares; 2024Q4: 2,148 shares; 2025Q1: 2,163 shares; 2025Q2: 2,228 shares; 2025Q3: 2,450 shares 2,450 $499K 0.02% +222 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,354 shares; 2025Q1: 23,039 shares; 2025Q2: 12,875 shares; 2025Q3: 11,185 shares 11,185 $490K 0.02% -1,690 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,730 shares; 2024Q1: 9,066 shares; 2024Q2: 8,417 shares; 2024Q3: 7,992 shares; 2024Q4: 8,032 shares; 2025Q1: 8,011 shares; 2025Q2: 7,713 shares; 2025Q3: 7,722 shares 7,722 $489K 0.02% +9 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,797 shares; 2024Q1: 10,824 shares; 2024Q2: 11,297 shares; 2024Q3: 6,213 shares; 2024Q4: 6,373 shares; 2025Q1: 7,333 shares; 2025Q2: 6,829 shares; 2025Q3: 8,013 shares 8,013 $480K 0.02% +1,184 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,414 shares; 2024Q1: 1,075 shares; 2024Q2: 1,000 shares; 2024Q3: 1,071 shares; 2024Q4: 975 shares; 2025Q1: 945 shares; 2025Q2: 967 shares; 2025Q3: 979 shares 979 $467K 0.02% +12 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,585 shares 1,585 $467K 0.02% +2 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,514 shares; 2024Q1: 9,473 shares; 2024Q2: 8,909 shares; 2024Q3: 9,256 shares; 2024Q4: 13,627 shares; 2025Q1: 14,859 shares; 2025Q2: 17,611 shares; 2025Q3: 14,778 shares 14,778 $464K 0.02% -2,833 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,013 shares; 2024Q1: 11,547 shares; 2024Q2: 11,685 shares; 2024Q3: 11,557 shares; 2024Q4: 9,852 shares; 2025Q1: 9,692 shares; 2025Q2: 9,622 shares; 2025Q3: 9,612 shares 9,612 $463K 0.02% -10 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,859 shares; 2024Q1: 1,669 shares; 2024Q2: 1,670 shares; 2024Q3: 1,771 shares; 2024Q4: 4,473 shares; 2025Q1: 3,628 shares; 2025Q2: 3,516 shares; 2025Q3: 3,275 shares 3,275 $460K 0.02% -241 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,185 shares; 2024Q1: 1,185 shares; 2024Q2: 1,185 shares; 2024Q3: 1,185 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares 1,213 $460K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,213 shares; 2025Q1: 2,397 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares 2,406 $456K 0.02% 0 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,852 shares; 2024Q1: 14,852 shares; 2024Q2: 14,852 shares; 2024Q3: 14,852 shares; 2024Q4: 14,852 shares; 2025Q1: 15,352 shares; 2025Q2: 14,973 shares; 2025Q3: 14,973 shares 14,973 $449K 0.02% 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; 2023Q4: 2,089 shares; 2024Q1: 2,090 shares; 2024Q2: 2,115 shares; 2024Q3: 2,115 shares; 2024Q4: 2,088 shares; 2025Q1: 2,089 shares; 2025Q2: 1,725 shares; 2025Q3: 1,726 shares 1,726 $448K 0.02% +1 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 4,000 shares 4,000 $447K 0.02% +225 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,483 shares; 2025Q1: 1,110 shares; 2025Q2: 1,458 shares; 2025Q3: 1,355 shares 1,355 $446K 0.02% -103 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,767 shares 3,767 $433K 0.02% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,009 shares; 2025Q3: 1,023 shares 1,023 $432K 0.02% +14 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,370 shares; 2024Q1: 1,903 shares; 2024Q2: 1,952 shares; 2024Q3: 2,133 shares; 2024Q4: 2,116 shares; 2025Q1: 2,285 shares; 2025Q2: 2,513 shares; 2025Q3: 2,581 shares 2,581 $429K 0.02% +68 Timeline AUBN AUBURN NATL BANCORP More: the full row for AUBURN NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,724 shares; 2024Q1: 15,724 shares; 2024Q2: 15,724 shares; 2024Q3: 15,724 shares; 2024Q4: 15,724 shares; 2025Q1: 15,724 shares; 2025Q2: 15,724 shares; 2025Q3: 15,724 shares 15,724 $426K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,670 shares; 2024Q1: 1,670 shares; 2024Q2: 1,670 shares; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,734 shares; 2025Q2: 1,631 shares; 2025Q3: 1,619 shares 1,619 $422K 0.02% -12 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,290 shares; 2024Q1: 806 shares; 2024Q2: 790 shares; 2024Q3: 790 shares; 2024Q4: 804 shares; 2025Q1: 895 shares; 2025Q2: 830 shares; 2025Q3: 868 shares 868 $421K 0.02% +38 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 741 shares; 2024Q2: 762 shares; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 811 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares 1,025 $413K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,900 shares; 2024Q2: 2,400 shares; 2024Q3: 2,350 shares; 2024Q4: 2,250 shares; 2025Q1: 2,103 shares; 2025Q2: 2,253 shares; 2025Q3: 2,103 shares 2,103 $412K 0.02% -150 Timeline XLRE 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; 2023Q4: 9,312 shares; 2024Q1: 9,703 shares; 2024Q2: 9,538 shares; 2024Q3: 9,393 shares; 2024Q4: 9,471 shares; 2025Q1: 9,419 shares; 2025Q2: 9,421 shares; 2025Q3: 9,468 shares 9,468 $399K 0.02% +47 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 98,525 shares; 2024Q1: 49,218 shares; 2024Q2: 12,791 shares; 2024Q3: 49,660 shares; 2024Q4: 12,936 shares; 2025Q1: 3,960 shares; 2025Q2: 4,628 shares; 2025Q3: 4,642 shares 4,642 $389K 0.02% +14 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,082 shares; 2024Q1: 3,250 shares; 2024Q2: 3,197 shares; 2024Q3: 3,197 shares; 2024Q4: 2,561 shares; 2025Q1: 2,490 shares; 2025Q2: 2,505 shares; 2025Q3: 2,427 shares 2,427 $386K 0.02% -78 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,717 shares; 2024Q1: 1,793 shares; 2024Q2: 1,607 shares; 2024Q3: 1,564 shares; 2024Q4: 1,647 shares; 2025Q1: 1,793 shares; 2025Q2: 1,802 shares; 2025Q3: 1,606 shares 1,606 $381K 0.02% -196 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,163 shares; 2024Q1: 7,163 shares; 2024Q2: 7,163 shares; 2024Q3: 7,163 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 7,363 shares; 2025Q3: 5,814 shares 5,814 $380K 0.02% -1,549 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,150 shares 6,150 $375K 0.02% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,486 shares; 2024Q1: 3,478 shares; 2024Q2: 3,472 shares; 2024Q3: 3,372 shares; 2024Q4: 3,372 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,372 shares 3,372 $374K 0.02% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,052 shares; 2025Q2: 25,207 shares; 2025Q3: 25,443 shares 25,443 $370K 0.02% +236 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,161 shares; 2025Q3: 1,324 shares 1,324 $370K 0.02% +163 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; 2023Q4: 977 shares; 2024Q1: 890 shares; 2024Q2: 858 shares; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 942 shares; 2025Q2: 984 shares; 2025Q3: 988 shares 988 $370K 0.02% +4 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,206 shares; 2024Q3: 4,076 shares; 2024Q4: 4,081 shares; 2025Q1: 4,489 shares; 2025Q2: 4,498 shares; 2025Q3: 4,507 shares 4,507 $352K 0.02% +9 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,465 shares; 2024Q1: 6,465 shares; 2024Q2: 6,246 shares; 2024Q3: 6,246 shares; 2024Q4: 6,246 shares; 2025Q1: 7,496 shares; 2025Q2: 7,496 shares; 2025Q3: 7,496 shares 7,496 $349K 0.02% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 373 shares; 2024Q1: 373 shares; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares 282 $346K 0.02% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,150 shares; 2025Q1: 5,435 shares; 2025Q2: 5,435 shares; 2025Q3: 5,435 shares 5,435 $346K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 3,230 shares; 2024Q2: 3,267 shares; 2024Q3: 3,283 shares; 2024Q4: 3,561 shares; 2025Q1: 4,036 shares; 2025Q2: 4,229 shares; 2025Q3: 3,403 shares 3,403 $345K 0.02% -826 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,952 shares; 2024Q1: not reported; 2024Q2: 1,902 shares; 2024Q3: 1,902 shares; 2024Q4: not reported; 2025Q1: 2,144 shares; 2025Q2: 2,613 shares; 2025Q3: 2,634 shares 2,634 $338K 0.02% +21 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; 2023Q4: 2,259 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,936 shares; 2025Q2: 3,381 shares; 2025Q3: 3,601 shares 3,601 $330K 0.02% +220 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; 2023Q4: 4,013 shares; 2024Q1: 4,017 shares; 2024Q2: 4,028 shares; 2024Q3: 4,030 shares; 2024Q4: 4,038 shares; 2025Q1: 4,041 shares; 2025Q2: 4,052 shares; 2025Q3: 4,122 shares 4,122 $329K 0.02% +70 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,250 shares; 2024Q1: 10,250 shares; 2024Q2: 10,250 shares; 2024Q3: 10,250 shares; 2024Q4: 8,500 shares; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares 8,500 $328K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,790 shares; 2024Q1: not reported; 2024Q2: 4,293 shares; 2024Q3: 4,295 shares; 2024Q4: 3,477 shares; 2025Q1: 3,478 shares; 2025Q2: 3,049 shares; 2025Q3: 2,945 shares 2,945 $324K 0.02% -104 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,624 shares; 2024Q4: 3,624 shares; 2025Q1: 3,624 shares; 2025Q2: 3,630 shares; 2025Q3: 3,624 shares 3,624 $318K 0.02% -6 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,262 shares; 2024Q1: 3,262 shares; 2024Q2: 4,937 shares; 2024Q3: 4,848 shares; 2024Q4: 4,748 shares; 2025Q1: 4,723 shares; 2025Q2: 4,798 shares; 2025Q3: 4,698 shares 4,698 $317K 0.02% -100 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,023 shares; 2024Q1: 12,981 shares; 2024Q2: 12,980 shares; 2024Q3: 13,829 shares; 2024Q4: 13,783 shares; 2025Q1: 14,271 shares; 2025Q2: 13,782 shares; 2025Q3: 16,137 shares 16,137 $315K 0.02% +2,355 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,838 shares; 2024Q1: 7,708 shares; 2024Q2: 9,260 shares; 2024Q3: 8,773 shares; 2024Q4: 8,633 shares; 2025Q1: 9,058 shares; 2025Q2: 7,099 shares; 2025Q3: 6,950 shares 6,950 $313K 0.02% -149 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,937 shares; 2024Q1: 4,149 shares; 2024Q2: 3,561 shares; 2024Q3: 3,526 shares; 2024Q4: 5,826 shares; 2025Q1: 5,006 shares; 2025Q2: 5,016 shares; 2025Q3: 4,895 shares 4,895 $306K 0.01% -121 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,000 shares; 2024Q1: 1,225 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $300K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,000 shares; 2024Q1: 20,000 shares; 2024Q2: 19,000 shares; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares 19,000 $298K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,632 shares 3,632 $298K 0.01% new 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; 2023Q4: 930 shares; 2024Q1: 606 shares; 2024Q2: 501 shares; 2024Q3: 501 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 496 shares 496 $296K 0.01% 0 Timeline PJP 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; 2023Q4: 5,003 shares; 2024Q1: 3,986 shares; 2024Q2: 3,427 shares; 2024Q3: 3,146 shares; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares 3,146 $291K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,089 shares; 2024Q1: 2,922 shares; 2024Q2: 2,929 shares; 2024Q3: 2,939 shares; 2024Q4: 2,923 shares; 2025Q1: 2,930 shares; 2025Q2: 2,937 shares; 2025Q3: 2,946 shares 2,946 $284K 0.01% +9 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,923 shares; 2024Q4: 3,000 shares; 2025Q1: 3,103 shares; 2025Q2: 2,552 shares; 2025Q3: 2,525 shares 2,525 $282K 0.01% -27 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,210 shares; 2024Q3: 4,942 shares; 2024Q4: 5,402 shares; 2025Q1: 5,431 shares; 2025Q2: 6,018 shares; 2025Q3: 6,106 shares 6,106 $279K 0.01% +88 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,138 shares; 2025Q3: 5,138 shares 5,138 $274K 0.01% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,856 shares; 2024Q1: 11,473 shares; 2024Q2: 11,558 shares; 2024Q3: 9,841 shares; 2024Q4: 9,946 shares; 2025Q1: 9,894 shares; 2025Q2: 9,757 shares; 2025Q3: 9,648 shares 9,648 $268K 0.01% -109 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 522 shares; 2025Q2: 613 shares; 2025Q3: 564 shares 564 $268K 0.01% -49 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 496 shares; 2024Q1: 493 shares; 2024Q2: 490 shares; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 584 shares; 2025Q2: 501 shares; 2025Q3: 437 shares 437 $266K 0.01% -64 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,161 shares; 2024Q1: 6,161 shares; 2024Q2: 6,161 shares; 2024Q3: 6,161 shares; 2024Q4: 6,161 shares; 2025Q1: 6,161 shares; 2025Q2: 3,794 shares; 2025Q3: 3,794 shares 3,794 $258K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 926 shares; 2024Q2: 854 shares; 2024Q3: 904 shares; 2024Q4: 867 shares; 2025Q1: 852 shares; 2025Q2: 830 shares; 2025Q3: 866 shares 866 $258K 0.01% +36 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,365 shares; 2024Q1: 16,221 shares; 2024Q2: 15,496 shares; 2024Q3: 13,202 shares; 2024Q4: 22,772 shares; 2025Q1: 14,603 shares; 2025Q2: 12,158 shares; 2025Q3: 10,054 shares 10,054 $256K 0.01% -2,104 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $254K 0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,148 shares; 2024Q1: 3,449 shares; 2024Q2: 3,456 shares; 2024Q3: 3,465 shares; 2024Q4: 3,470 shares; 2025Q1: 3,477 shares; 2025Q2: 3,484 shares; 2025Q3: 3,492 shares 3,492 $253K 0.01% +8 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; 2023Q4: 16,564 shares; 2024Q1: 902 shares; 2024Q2: not reported; 2024Q3: 808 shares; 2024Q4: 1,159 shares; 2025Q1: 1,176 shares; 2025Q2: 1,170 shares; 2025Q3: 981 shares 981 $247K 0.01% -189 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 872 shares; 2025Q3: 872 shares 872 $243K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,713 shares; 2024Q4: 7,750 shares; 2025Q1: 9,386 shares; 2025Q2: 7,712 shares; 2025Q3: 7,744 shares 7,744 $242K 0.01% +32 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,942 shares; 2025Q2: 2,468 shares; 2025Q3: 2,457 shares 2,457 $241K 0.01% -11 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,788 shares; 2025Q1: 1,604 shares; 2025Q2: 1,550 shares; 2025Q3: 1,551 shares 1,551 $241K 0.01% +1 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 847 shares; 2025Q1: 865 shares; 2025Q2: 868 shares; 2025Q3: 908 shares 908 $237K 0.01% +40 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares 1,022 $235K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,358 shares; 2024Q4: not reported; 2025Q1: 2,452 shares; 2025Q2: 2,471 shares; 2025Q3: 2,456 shares 2,456 $234K 0.01% -15 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 616 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 439 shares; 2024Q4: 416 shares; 2025Q1: 472 shares; 2025Q2: 504 shares; 2025Q3: 521 shares 521 $233K 0.01% +17 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,750 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $226K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,500 shares; 2025Q2: 17,581 shares; 2025Q3: 17,658 shares 17,658 $225K 0.01% +77 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,323 shares; 2024Q1: 4,784 shares; 2024Q2: 4,826 shares; 2024Q3: 4,654 shares; 2024Q4: 4,319 shares; 2025Q1: 3,978 shares; 2025Q2: 2,947 shares; 2025Q3: 2,960 shares 2,960 $223K 0.01% +13 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,265 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares 1,613 $223K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,106 shares; 2025Q1: 2,433 shares; 2025Q2: 2,366 shares; 2025Q3: 2,340 shares 2,340 $221K 0.01% -26 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,664 shares 1,664 $218K 0.01% +14 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,640 shares; 2024Q1: 2,336 shares; 2024Q2: 2,337 shares; 2024Q3: 2,459 shares; 2024Q4: not reported; 2025Q1: 2,946 shares; 2025Q2: 2,696 shares; 2025Q3: 2,725 shares 2,725 $218K 0.01% +29 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,789 shares 1,789 $216K 0.01% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 951 shares; 2025Q3: 977 shares 977 $216K 0.01% +26 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 538 shares; 2024Q1: not reported; 2024Q2: 585 shares; 2024Q3: 603 shares; 2024Q4: 498 shares; 2025Q1: 458 shares; 2025Q2: 460 shares; 2025Q3: 465 shares 465 $213K 0.01% +5 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 883 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,117 shares; 2025Q2: 1,135 shares; 2025Q3: 897 shares 897 $212K 0.01% -238 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares 1,055 $212K 0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,196 shares 2,196 $207K 0.01% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,925 shares 8,925 $206K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares 634 $201K 0.01% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $133K 0.01% 0 Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,845 shares; 2024Q1: 23,845 shares; 2024Q2: 22,134 shares; 2024Q3: 22,134 shares; 2024Q4: 22,134 shares; 2025Q1: 22,134 shares; 2025Q2: 18,761 shares; 2025Q3: 17,210 shares 17,210 $129K 0.01% -1,551 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,250 shares; 2025Q2: 23,250 shares; 2025Q3: 23,250 shares 23,250 $125K 0.01% 0 Timeline IRIX IRIDEX CORP More: the full row for IRIDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 65,695 shares; 2024Q1: 65,695 shares; 2024Q2: 65,695 shares; 2024Q3: 65,695 shares; 2024Q4: 65,695 shares; 2025Q1: 65,695 shares; 2025Q2: 65,695 shares; 2025Q3: 100,529 shares 100,529 $116K 0.01% +34,834 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,727 shares; 2025Q3: 16,727 shares 16,727 $81.6K <0.01% +1,000 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,868 shares; 2024Q1: 10,913 shares; 2024Q2: 10,913 shares; 2024Q3: 10,913 shares; 2024Q4: 11,740 shares; 2025Q1: 11,740 shares; 2025Q2: 11,740 shares; 2025Q3: 11,740 shares 11,740 $56.2K <0.01% 0 Timeline