QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,603 shares; 2024Q4: 45,980 shares; 2025Q1: 47,254 shares; 2025Q2: 48,711 shares; 2025Q3: 48,266 shares; 2025Q4: 45,497 shares; 2026Q1: 45,754 shares; 2026Q2: 45,223 shares 45,223 $33.3M 6.38% -531 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,808 shares; 2024Q4: 314,716 shares; 2025Q1: 322,095 shares; 2025Q2: 327,863 shares; 2025Q3: 322,440 shares; 2025Q4: 303,036 shares; 2026Q1: 282,951 shares; 2026Q2: 280,151 shares 280,151 $26.3M 5.04% -2,800 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,969 shares; 2024Q4: 184,186 shares; 2025Q1: 202,524 shares; 2025Q2: 215,602 shares; 2025Q3: 221,058 shares; 2025Q4: 239,916 shares; 2026Q1: 242,987 shares; 2026Q2: 243,694 shares 243,694 $21.4M 4.1% +707 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,940 shares; 2024Q4: 72,108 shares; 2025Q1: 75,497 shares; 2025Q2: 76,902 shares; 2025Q3: 76,938 shares; 2025Q4: 76,552 shares; 2026Q1: 73,561 shares; 2026Q2: 71,262 shares 71,262 $15.2M 2.9% -2,299 Timeline ARWG ARCHER INVT SER TR More: the full row for ARCHER INVT SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,706 shares; 2026Q1: 474,372 shares; 2026Q2: 516,243 shares 516,243 $13.9M 2.66% +41,871 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 4,062 shares; 2025Q1: 6,208 shares; 2025Q2: 6,208 shares; 2025Q3: 4,328 shares; 2025Q4: 338,951 shares; 2026Q1: 337,909 shares; 2026Q2: 326,230 shares 326,230 $13M 2.49% -11,679 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,189 shares; 2025Q4: 228,736 shares; 2026Q1: 308,540 shares; 2026Q2: 328,877 shares 328,877 $11.3M 2.16% +20,337 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,893 shares; 2026Q1: 98,311 shares; 2026Q2: 108,257 shares 108,257 $9.95M 1.91% +9,946 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,827 shares; 2025Q1: 2,793 shares; 2025Q2: 2,785 shares; 2025Q3: 7,582 shares; 2025Q4: 7,732 shares; 2026Q1: 7,467 shares; 2026Q2: 8,262 shares 8,262 $9.91M 1.9% +795 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,460 shares; 2024Q4: 30,867 shares; 2025Q1: 29,917 shares; 2025Q2: 29,474 shares; 2025Q3: 29,579 shares; 2025Q4: 29,994 shares; 2026Q1: 29,476 shares; 2026Q2: 28,826 shares 28,826 $8.34M 1.6% -650 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,857 shares; 2024Q4: 12,886 shares; 2025Q1: 13,704 shares; 2025Q2: 13,671 shares; 2025Q3: 13,328 shares; 2025Q4: 13,542 shares; 2026Q1: 17,514 shares; 2026Q2: 19,471 shares 19,471 $7.26M 1.39% +1,957 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,751 shares; 2024Q4: 18,776 shares; 2025Q1: 17,702 shares; 2025Q2: 15,713 shares; 2025Q3: 15,796 shares; 2025Q4: 16,252 shares; 2026Q1: 20,910 shares; 2026Q2: 20,018 shares 20,018 $7.15M 1.37% -892 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,301 shares; 2024Q4: 391,702 shares; 2025Q1: 376,581 shares; 2025Q2: 370,206 shares; 2025Q3: 391,502 shares; 2025Q4: 313,842 shares; 2026Q1: 258,920 shares; 2026Q2: 248,218 shares 248,218 $6.83M 1.31% -10,702 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,519 shares; 2024Q4: 49,512 shares; 2025Q1: 49,437 shares; 2025Q2: 49,437 shares; 2025Q3: 49,417 shares; 2025Q4: 49,368 shares; 2026Q1: 49,268 shares; 2026Q2: 49,540 shares 49,540 $6.71M 1.28% +272 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,140 shares; 2026Q1: 234,922 shares; 2026Q2: 256,019 shares 256,019 $6.11M 1.17% +21,097 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,865 shares; 2024Q4: 15,115 shares; 2025Q1: 17,717 shares; 2025Q2: 17,784 shares; 2025Q3: 17,236 shares; 2025Q4: 15,813 shares; 2026Q1: 15,747 shares; 2026Q2: 15,844 shares 15,844 $5.99M 1.15% +97 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,588 shares; 2024Q4: 42,122 shares; 2025Q1: 44,145 shares; 2025Q2: 41,757 shares; 2025Q3: 39,882 shares; 2025Q4: 34,766 shares; 2026Q1: 33,099 shares; 2026Q2: 55,739 shares 55,739 $5.61M 1.07% +22,640 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,678 shares; 2024Q4: 26,005 shares; 2025Q1: 22,886 shares; 2025Q2: 23,055 shares; 2025Q3: 22,739 shares; 2025Q4: 21,886 shares; 2026Q1: 26,444 shares; 2026Q2: 27,465 shares 27,465 $5.5M 1.05% +1,021 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,182 shares; 2024Q4: 18,183 shares; 2025Q1: 18,073 shares; 2025Q2: 18,118 shares; 2025Q3: 17,663 shares; 2025Q4: 14,845 shares; 2026Q1: 15,018 shares; 2026Q2: 15,401 shares 15,401 $5.04M 0.97% +383 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,292 shares; 2024Q4: 65,741 shares; 2025Q1: 65,026 shares; 2025Q2: 66,099 shares; 2025Q3: 68,930 shares; 2025Q4: 65,290 shares; 2026Q1: 64,920 shares; 2026Q2: 66,433 shares 66,433 $5.02M 0.96% +1,513 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213,686 shares; 2026Q1: 215,198 shares; 2026Q2: 208,043 shares 208,043 $4.76M 0.91% -7,155 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,259 shares; 2024Q4: 13,245 shares; 2025Q1: 13,959 shares; 2025Q2: 13,716 shares; 2025Q3: 13,359 shares; 2025Q4: 13,287 shares; 2026Q1: 17,497 shares; 2026Q2: 17,498 shares 17,498 $4.17M 0.8% +1 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,227 shares; 2024Q4: 16,227 shares; 2025Q1: 17,288 shares; 2025Q2: 17,008 shares; 2025Q3: 17,139 shares; 2025Q4: 16,488 shares; 2026Q1: 15,540 shares; 2026Q2: 15,648 shares 15,648 $3.97M 0.76% +108 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,246 shares; 2024Q4: 8,145 shares; 2025Q1: 7,352 shares; 2025Q2: 7,158 shares; 2025Q3: 7,149 shares; 2025Q4: 7,048 shares; 2026Q1: 7,048 shares; 2026Q2: 6,966 shares 6,966 $3.92M 0.75% -82 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,241 shares; 2024Q4: 15,084 shares; 2025Q1: 15,390 shares; 2025Q2: 14,827 shares; 2025Q3: 14,379 shares; 2025Q4: 13,764 shares; 2026Q1: 12,720 shares; 2026Q2: 12,333 shares 12,333 $3.71M 0.71% -387 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,255 shares; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 4,530 shares; 2025Q3: 4,500 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $3.67M 0.7% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,018 shares; 2024Q4: 19,372 shares; 2025Q1: 19,173 shares; 2025Q2: 19,072 shares; 2025Q3: 19,068 shares; 2025Q4: 18,914 shares; 2026Q1: 17,037 shares; 2026Q2: 15,466 shares 15,466 $3.66M 0.7% -1,571 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,797 shares; 2025Q2: 12,875 shares; 2025Q3: 12,725 shares; 2025Q4: 10,769 shares; 2026Q1: 118,129 shares; 2026Q2: 118,129 shares 118,129 $3.31M 0.63% 0 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,423 shares; 2024Q4: 67,415 shares; 2025Q1: 67,078 shares; 2025Q2: 67,171 shares; 2025Q3: 68,824 shares; 2025Q4: 68,337 shares; 2026Q1: 69,100 shares; 2026Q2: 71,600 shares 71,600 $3.27M 0.63% +2,500 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,130 shares; 2024Q4: 81,565 shares; 2025Q1: 95,848 shares; 2025Q2: 104,480 shares; 2025Q3: 111,117 shares; 2025Q4: 82,971 shares; 2026Q1: 58,259 shares; 2026Q2: 53,453 shares 53,453 $3.02M 0.58% -4,806 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,321 shares; 2024Q4: 46,680 shares; 2025Q1: 58,170 shares; 2025Q2: 64,046 shares; 2025Q3: 68,320 shares; 2025Q4: 55,734 shares; 2026Q1: 43,708 shares; 2026Q2: 41,609 shares 41,609 $2.96M 0.57% -2,099 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,406 shares; 2024Q4: 6,414 shares; 2025Q1: 6,738 shares; 2025Q2: 6,244 shares; 2025Q3: 6,237 shares; 2025Q4: 6,264 shares; 2026Q1: 5,807 shares; 2026Q2: 5,807 shares 5,807 $2.96M 0.57% 0 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,397 shares; 2026Q1: 151,754 shares; 2026Q2: 145,754 shares 145,754 $2.93M 0.56% -6,000 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,276 shares; 2024Q4: 17,278 shares; 2025Q1: 17,236 shares; 2025Q2: 17,242 shares; 2025Q3: 17,171 shares; 2025Q4: 16,948 shares; 2026Q1: 17,377 shares; 2026Q2: 17,378 shares 17,378 $2.85M 0.55% +1 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; 2024Q3: 36,928 shares; 2024Q4: 36,936 shares; 2025Q1: 32,071 shares; 2025Q2: 31,973 shares; 2025Q3: 31,981 shares; 2025Q4: 31,677 shares; 2026Q1: 31,684 shares; 2026Q2: 32,185 shares 32,185 $2.82M 0.54% +501 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,723 shares; 2024Q4: 158,345 shares; 2025Q1: 152,460 shares; 2025Q2: 148,851 shares; 2025Q3: 153,263 shares; 2025Q4: 83,079 shares; 2026Q1: 67,831 shares; 2026Q2: 65,908 shares 65,908 $2.77M 0.53% -1,923 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,160 shares; 2024Q4: 23,162 shares; 2025Q1: 26,400 shares; 2025Q2: 24,021 shares; 2025Q3: 23,706 shares; 2025Q4: 26,831 shares; 2026Q1: 24,092 shares; 2026Q2: 21,453 shares 21,453 $2.76M 0.53% -2,639 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,932 shares; 2024Q4: 22,933 shares; 2025Q1: 23,686 shares; 2025Q2: 23,644 shares; 2025Q3: 23,695 shares; 2025Q4: 20,451 shares; 2026Q1: 18,824 shares; 2026Q2: 19,330 shares 19,330 $2.64M 0.51% +506 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,091 shares; 2024Q4: 25,951 shares; 2025Q1: 25,402 shares; 2025Q2: 24,770 shares; 2025Q3: 24,770 shares; 2025Q4: 24,422 shares; 2026Q1: 24,422 shares; 2026Q2: 24,422 shares 24,422 $2.53M 0.48% 0 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,263 shares; 2024Q4: 117,720 shares; 2025Q1: 117,069 shares; 2025Q2: 119,210 shares; 2025Q3: 122,447 shares; 2025Q4: 124,069 shares; 2026Q1: 126,970 shares; 2026Q2: 131,826 shares 131,826 $2.49M 0.48% +4,856 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,946 shares; 2025Q1: 3,193 shares; 2025Q2: 3,266 shares; 2025Q3: 3,092 shares; 2025Q4: 2,977 shares; 2026Q1: 3,003 shares; 2026Q2: 3,303 shares 3,303 $2.47M 0.47% +300 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,098 shares; 2024Q4: 128,502 shares; 2025Q1: 137,452 shares; 2025Q2: 143,475 shares; 2025Q3: 144,516 shares; 2025Q4: 91,592 shares; 2026Q1: 50,967 shares; 2026Q2: 45,098 shares 45,098 $2.43M 0.46% -5,869 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,583 shares; 2024Q4: 5,581 shares; 2025Q1: 5,135 shares; 2025Q2: 5,120 shares; 2025Q3: 5,120 shares; 2025Q4: 4,855 shares; 2026Q1: 4,867 shares; 2026Q2: 19,468 shares 19,468 $2.42M 0.46% +14,601 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,229 shares; 2026Q2: 121,647 shares 121,647 $2.4M 0.46% -14,582 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,974 shares; 2024Q4: 5,001 shares; 2025Q1: 3,756 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,234 shares; 2026Q1: 6,610 shares; 2026Q2: 6,685 shares 6,685 $2.29M 0.44% +75 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,207 shares; 2025Q2: 21,693 shares; 2025Q3: 30,611 shares; 2025Q4: 29,630 shares; 2026Q1: 40,250 shares; 2026Q2: 41,355 shares 41,355 $2.21M 0.42% +1,105 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,721 shares; 2024Q4: 3,611 shares; 2025Q1: 3,673 shares; 2025Q2: 4,106 shares; 2025Q3: 4,123 shares; 2025Q4: 4,106 shares; 2026Q1: 4,289 shares; 2026Q2: 4,289 shares 4,289 $2.2M 0.42% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,611 shares; 2024Q4: 4,690 shares; 2025Q1: 5,670 shares; 2025Q2: 5,671 shares; 2025Q3: 4,392 shares; 2025Q4: 4,021 shares; 2026Q1: 4,170 shares; 2026Q2: 4,315 shares 4,315 $2.16M 0.41% +145 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,970 shares; 2024Q4: 29,012 shares; 2025Q1: 27,366 shares; 2025Q2: 27,938 shares; 2025Q3: 20,506 shares; 2025Q4: 20,757 shares; 2026Q1: 18,861 shares; 2026Q2: 18,719 shares 18,719 $2.12M 0.41% -142 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 14,346 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares; 2026Q2: 47,673 shares 47,673 $2.05M 0.39% +45,467 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,518 shares; 2024Q4: 2,777 shares; 2025Q1: 2,866 shares; 2025Q2: 2,949 shares; 2025Q3: 4,886 shares; 2025Q4: 5,784 shares; 2026Q1: 5,063 shares; 2026Q2: 4,931 shares 4,931 $2.05M 0.39% -132 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares; 2026Q1: 5,066 shares; 2026Q2: 4,545 shares 4,545 $2.02M 0.39% -521 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,699 shares; 2024Q4: 14,699 shares; 2025Q1: 14,699 shares; 2025Q2: 14,699 shares; 2025Q3: 14,699 shares; 2025Q4: 14,699 shares; 2026Q1: 14,699 shares; 2026Q2: 14,699 shares 14,699 $2.01M 0.38% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,557 shares; 2024Q4: 5,565 shares; 2025Q1: 5,628 shares; 2025Q2: 5,615 shares; 2025Q3: 5,657 shares; 2025Q4: 5,622 shares; 2026Q1: 5,571 shares; 2026Q2: 5,552 shares 5,552 $1.96M 0.37% -19 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,222 shares; 2024Q4: 252,521 shares; 2025Q1: 248,986 shares; 2025Q2: 235,626 shares; 2025Q3: 210,395 shares; 2025Q4: 133,179 shares; 2026Q1: 115,836 shares; 2026Q2: 108,301 shares 108,301 $1.94M 0.37% -7,535 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,601 shares; 2024Q4: 20,052 shares; 2025Q1: 21,648 shares; 2025Q2: 21,167 shares; 2025Q3: 21,498 shares; 2025Q4: 22,116 shares; 2026Q1: 19,819 shares; 2026Q2: 34,051 shares 34,051 $1.91M 0.37% +14,232 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,519 shares; 2024Q4: 29,287 shares; 2025Q1: 28,343 shares; 2025Q2: 49,391 shares; 2025Q3: 67,672 shares; 2025Q4: 73,446 shares; 2026Q1: 73,546 shares; 2026Q2: 73,546 shares 73,546 $1.77M 0.34% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,400 shares; 2025Q2: 37,400 shares; 2025Q3: 37,400 shares; 2025Q4: 37,400 shares; 2026Q1: 39,837 shares; 2026Q2: 39,360 shares 39,360 $1.69M 0.32% -477 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,375 shares; 2024Q4: 5,682 shares; 2025Q1: 5,683 shares; 2025Q2: 5,919 shares; 2025Q3: 6,029 shares; 2025Q4: 3,167 shares; 2026Q1: 2,428 shares; 2026Q2: 2,460 shares 2,460 $1.69M 0.32% +32 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,187 shares; 2024Q4: 14,193 shares; 2025Q1: 17,429 shares; 2025Q2: 30,184 shares; 2025Q3: 30,290 shares; 2025Q4: 31,344 shares; 2026Q1: 31,793 shares; 2026Q2: 29,400 shares 29,400 $1.68M 0.32% -2,393 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,913 shares; 2024Q4: 8,053 shares; 2025Q1: 8,786 shares; 2025Q2: 8,782 shares; 2025Q3: 8,104 shares; 2025Q4: 6,632 shares; 2026Q1: 6,474 shares; 2026Q2: 6,483 shares 6,483 $1.63M 0.31% +9 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,432 shares; 2025Q3: 1,434 shares; 2025Q4: 3,619 shares; 2026Q1: 3,694 shares; 2026Q2: 3,629 shares 3,629 $1.59M 0.3% -65 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,784 shares; 2024Q4: 15,754 shares; 2025Q1: 15,479 shares; 2025Q2: 15,261 shares; 2025Q3: 15,304 shares; 2025Q4: 15,055 shares; 2026Q1: 15,912 shares; 2026Q2: 15,912 shares 15,912 $1.53M 0.29% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 970 shares; 2026Q1: 1,647 shares; 2026Q2: 1,304 shares 1,304 $1.51M 0.29% -343 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,268 shares; 2024Q4: 58,270 shares; 2025Q1: 122,623 shares; 2025Q2: 122,925 shares; 2025Q3: 122,635 shares; 2025Q4: 107,089 shares; 2026Q1: 107,092 shares; 2026Q2: 107,095 shares 107,095 $1.49M 0.28% +3 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,109 shares; 2024Q4: 6,109 shares; 2025Q1: 6,109 shares; 2025Q2: 6,109 shares; 2025Q3: 6,109 shares; 2025Q4: 6,109 shares; 2026Q1: 8,709 shares; 2026Q2: 10,209 shares 10,209 $1.48M 0.28% +1,500 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,191 shares; 2026Q1: 74,904 shares; 2026Q2: 73,924 shares 73,924 $1.48M 0.28% -980 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,389 shares; 2024Q4: 20,061 shares; 2025Q1: 22,045 shares; 2025Q2: 24,628 shares; 2025Q3: 24,747 shares; 2025Q4: 23,054 shares; 2026Q1: 22,474 shares; 2026Q2: 17,595 shares 17,595 $1.47M 0.28% -4,879 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,156 shares; 2024Q4: 14,764 shares; 2025Q1: 14,764 shares; 2025Q2: 32,179 shares; 2025Q3: 30,959 shares; 2025Q4: 30,959 shares; 2026Q1: 30,959 shares; 2026Q2: 35,535 shares 35,535 $1.46M 0.28% +4,576 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,688 shares; 2024Q4: 11,688 shares; 2025Q1: 11,688 shares; 2025Q2: 11,688 shares; 2025Q3: 11,688 shares; 2025Q4: 11,688 shares; 2026Q1: 11,688 shares; 2026Q2: 11,688 shares 11,688 $1.42M 0.27% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,048 shares; 2024Q4: 2,148 shares; 2025Q1: 2,112 shares; 2025Q2: 2,138 shares; 2025Q3: 2,091 shares; 2025Q4: 2,046 shares; 2026Q1: 2,035 shares; 2026Q2: 1,892 shares 1,892 $1.41M 0.27% -143 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; 2024Q3: 25,313 shares; 2024Q4: 24,671 shares; 2025Q1: 24,671 shares; 2025Q2: 24,672 shares; 2025Q3: 24,018 shares; 2025Q4: 24,318 shares; 2026Q1: 24,272 shares; 2026Q2: 24,272 shares 24,272 $1.4M 0.27% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,449 shares; 2024Q4: 11,450 shares; 2025Q1: 10,840 shares; 2025Q2: 10,858 shares; 2025Q3: 10,859 shares; 2025Q4: 11,007 shares; 2026Q1: 8,256 shares; 2026Q2: 8,327 shares 8,327 $1.38M 0.26% +71 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,819 shares; 2024Q4: 10,819 shares; 2025Q1: 10,820 shares; 2025Q2: 9,489 shares; 2025Q3: 10,007 shares; 2025Q4: 9,994 shares; 2026Q1: 9,995 shares; 2026Q2: 9,996 shares 9,996 $1.35M 0.26% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,732 shares; 2024Q4: 4,632 shares; 2025Q1: 4,645 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,674 shares; 2026Q1: 4,674 shares; 2026Q2: 4,812 shares 4,812 $1.31M 0.25% +138 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,735 shares; 2024Q4: 8,735 shares; 2025Q1: 8,050 shares; 2025Q2: 13,550 shares; 2025Q3: 13,550 shares; 2025Q4: 14,850 shares; 2026Q1: 14,850 shares; 2026Q2: 14,850 shares 14,850 $1.29M 0.25% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,757 shares; 2024Q4: 8,756 shares; 2025Q1: 8,741 shares; 2025Q2: 8,741 shares; 2025Q3: 8,646 shares; 2025Q4: 8,647 shares; 2026Q1: 8,038 shares; 2026Q2: 8,038 shares 8,038 $1.27M 0.24% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,068 shares; 2024Q4: 9,385 shares; 2025Q1: 9,386 shares; 2025Q2: 9,388 shares; 2025Q3: 9,219 shares; 2025Q4: 9,221 shares; 2026Q1: 9,222 shares; 2026Q2: 46,118 shares 46,118 $1.26M 0.24% +36,896 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; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,140 shares; 2025Q2: 1,154 shares; 2025Q3: 1,142 shares; 2025Q4: 1,115 shares; 2026Q1: 4,974 shares; 2026Q2: 5,091 shares 5,091 $1.24M 0.24% +117 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 182 shares; 2025Q2: 181 shares; 2025Q3: 151 shares; 2025Q4: 126 shares; 2026Q1: 127 shares; 2026Q2: 3,627 shares 3,627 $1.24M 0.24% +3,500 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,763 shares; 2024Q4: 7,761 shares; 2025Q1: 7,764 shares; 2025Q2: 7,768 shares; 2025Q3: 7,771 shares; 2025Q4: 7,840 shares; 2026Q1: 7,755 shares; 2026Q2: 7,758 shares 7,758 $1.21M 0.23% +3 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,563 shares; 2024Q4: 52,063 shares; 2025Q1: 51,863 shares; 2025Q2: 51,863 shares; 2025Q3: 48,863 shares; 2025Q4: 45,114 shares; 2026Q1: 37,241 shares; 2026Q2: 37,614 shares 37,614 $1.2M 0.23% +373 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,952 shares; 2024Q4: 59,093 shares; 2025Q1: 54,957 shares; 2025Q2: 59,544 shares; 2025Q3: 64,980 shares; 2025Q4: 49,529 shares; 2026Q1: 45,801 shares; 2026Q2: 39,869 shares 39,869 $1.19M 0.23% -5,932 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,452 shares; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,427 shares; 2025Q3: 4,327 shares; 2025Q4: 4,127 shares; 2026Q1: 4,127 shares; 2026Q2: 4,127 shares 4,127 $1.16M 0.22% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 6,048 shares 6,048 $1.15M 0.22% +1,948 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,658 shares; 2026Q2: 58,135 shares 58,135 $1.15M 0.22% +13,477 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,867 shares; 2024Q4: 3,864 shares; 2025Q1: 3,665 shares; 2025Q2: 3,665 shares; 2025Q3: 3,665 shares; 2025Q4: 3,662 shares; 2026Q1: 3,662 shares; 2026Q2: 3,662 shares 3,662 $1.15M 0.22% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,094 shares; 2025Q3: 3,673 shares; 2025Q4: not reported; 2026Q1: 1,624 shares; 2026Q2: 2,644 shares 2,644 $1.15M 0.22% +1,020 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $1.15M 0.22% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 4,000 shares 4,000 $1.12M 0.21% -1,200 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,916 shares; 2024Q4: 2,916 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 2,933 shares; 2025Q4: 2,790 shares; 2026Q1: 3,075 shares; 2026Q2: 2,976 shares 2,976 $1.1M 0.21% -99 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,593 shares; 2024Q4: 16,512 shares; 2025Q1: 21,310 shares; 2025Q2: 23,644 shares; 2025Q3: 25,531 shares; 2025Q4: 23,392 shares; 2026Q1: 18,740 shares; 2026Q2: 18,323 shares 18,323 $1.09M 0.21% -417 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,447 shares; 2024Q4: 4,434 shares; 2025Q1: 1,114 shares; 2025Q2: 1,111 shares; 2025Q3: 1,350 shares; 2025Q4: 869 shares; 2026Q1: 1,823 shares; 2026Q2: 1,819 shares 1,819 $1.06M 0.2% -4 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,120 shares; 2026Q2: 12,721 shares 12,721 $1.05M 0.2% +10,601 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716 shares; 2024Q4: not reported; 2025Q1: 10,231 shares; 2025Q2: 5,278 shares; 2025Q3: 5,199 shares; 2025Q4: not reported; 2026Q1: 5,579 shares; 2026Q2: 13,303 shares 13,303 $1.04M 0.2% +7,724 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 270 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 500 shares; 2026Q2: 521 shares 521 $1.03M 0.2% +21 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,061 shares; 2025Q1: 56,367 shares; 2025Q2: 54,413 shares; 2025Q3: 52,046 shares; 2025Q4: 46,598 shares; 2026Q1: 40,442 shares; 2026Q2: 38,401 shares 38,401 $1.01M 0.19% -2,041 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,981 shares; 2024Q4: 10,034 shares; 2025Q1: 10,014 shares; 2025Q2: 9,926 shares; 2025Q3: 9,880 shares; 2025Q4: 3,729 shares; 2026Q1: 2,524 shares; 2026Q2: 2,716 shares 2,716 $1.01M 0.19% +192 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,824 shares; 2024Q4: 18,666 shares; 2025Q1: 23,290 shares; 2025Q2: 23,823 shares; 2025Q3: 23,797 shares; 2025Q4: 23,360 shares; 2026Q1: 24,557 shares; 2026Q2: 23,747 shares 23,747 $1M 0.19% -810 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,174 shares; 2025Q1: 1,980 shares; 2025Q2: 2,049 shares; 2025Q3: 2,016 shares; 2025Q4: 1,965 shares; 2026Q1: 1,868 shares; 2026Q2: 11,526 shares 11,526 $993K 0.19% +9,658 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,720 shares; 2024Q4: 4,674 shares; 2025Q1: 4,719 shares; 2025Q2: 4,739 shares; 2025Q3: 4,749 shares; 2025Q4: 4,545 shares; 2026Q1: 4,545 shares; 2026Q2: 4,545 shares 4,545 $984K 0.19% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,998 shares; 2024Q4: 31,998 shares; 2025Q1: 31,998 shares; 2025Q2: 31,998 shares; 2025Q3: 31,998 shares; 2025Q4: 31,998 shares; 2026Q1: 31,998 shares; 2026Q2: 31,998 shares 31,998 $966K 0.18% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 5,272 shares; 2025Q1: 5,273 shares; 2025Q2: 5,216 shares; 2025Q3: 5,217 shares; 2025Q4: not reported; 2026Q1: 5,087 shares; 2026Q2: 5,088 shares 5,088 $965K 0.18% +1 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: 7,277 shares; 2025Q3: 7,277 shares; 2025Q4: 7,277 shares; 2026Q1: 7,278 shares; 2026Q2: 7,578 shares 7,578 $957K 0.18% +300 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,613 shares; 2024Q4: 13,613 shares; 2025Q1: 13,613 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares; 2026Q2: 13,500 shares 13,500 $946K 0.18% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,420 shares; 2024Q4: 9,493 shares; 2025Q1: 13,644 shares; 2025Q2: 13,646 shares; 2025Q3: 13,647 shares; 2025Q4: 13,931 shares; 2026Q1: 10,921 shares; 2026Q2: 11,528 shares 11,528 $937K 0.18% +607 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,739 shares; 2024Q4: 16,554 shares; 2025Q1: 16,554 shares; 2025Q2: 16,126 shares; 2025Q3: 16,115 shares; 2025Q4: 15,843 shares; 2026Q1: 15,843 shares; 2026Q2: 21,965 shares 21,965 $915K 0.18% +6,122 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,622 shares; 2026Q2: 34,625 shares 34,625 $910K 0.17% +1,003 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,332 shares; 2024Q4: 1,290 shares; 2025Q1: 1,250 shares; 2025Q2: 1,150 shares; 2025Q3: 830 shares; 2025Q4: 1,129 shares; 2026Q1: 941 shares; 2026Q2: 970 shares 970 $907K 0.17% +29 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 1,500 shares; 2025Q1: 3,887 shares; 2025Q2: 4,105 shares; 2025Q3: 4,369 shares; 2025Q4: 2,741 shares; 2026Q1: 6,576 shares; 2026Q2: 7,648 shares 7,648 $892K 0.17% +1,072 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; 2024Q3: 6,678 shares; 2024Q4: 7,088 shares; 2025Q1: 6,898 shares; 2025Q2: 6,908 shares; 2025Q3: 6,918 shares; 2025Q4: 6,989 shares; 2026Q1: 6,999 shares; 2026Q2: 7,009 shares 7,009 $887K 0.17% +10 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,165 shares; 2025Q2: 113,894 shares; 2025Q3: 113,440 shares; 2025Q4: 43,173 shares; 2026Q1: 24,855 shares; 2026Q2: 31,185 shares 31,185 $880K 0.17% +6,330 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,010 shares; 2024Q4: 22,017 shares; 2025Q1: 22,021 shares; 2025Q2: 23,207 shares; 2025Q3: 20,813 shares; 2025Q4: 20,932 shares; 2026Q1: 21,085 shares; 2026Q2: 20,328 shares 20,328 $861K 0.16% -757 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares; 2026Q2: 7,850 shares 7,850 $834K 0.16% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,065 shares; 2024Q4: 13,757 shares; 2025Q1: 13,826 shares; 2025Q2: 13,895 shares; 2025Q3: 11,852 shares; 2025Q4: 11,414 shares; 2026Q1: 11,114 shares; 2026Q2: 10,627 shares 10,627 $828K 0.16% -487 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,886 shares; 2024Q4: 8,883 shares; 2025Q1: 5,838 shares; 2025Q2: 5,583 shares; 2025Q3: 5,656 shares; 2025Q4: 7,087 shares; 2026Q1: 5,622 shares; 2026Q2: 5,623 shares 5,623 $825K 0.16% +1 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,521 shares; 2024Q4: 20,713 shares; 2025Q1: 21,030 shares; 2025Q2: 21,109 shares; 2025Q3: 24,953 shares; 2025Q4: 24,706 shares; 2026Q1: 24,665 shares; 2026Q2: 24,665 shares 24,665 $821K 0.16% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,174 shares; 2025Q2: 2,789 shares; 2025Q3: 2,682 shares; 2025Q4: 2,762 shares; 2026Q1: 2,161 shares; 2026Q2: 2,280 shares 2,280 $806K 0.15% +119 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,306 shares; 2025Q2: 2,313 shares; 2025Q3: 1,305 shares; 2025Q4: 1,192 shares; 2026Q1: 840 shares; 2026Q2: 750 shares 750 $799K 0.15% -90 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,641 shares; 2024Q4: 21,641 shares; 2025Q1: 21,642 shares; 2025Q2: 21,642 shares; 2025Q3: 21,643 shares; 2025Q4: 21,698 shares; 2026Q1: 21,699 shares; 2026Q2: 21,701 shares 21,701 $798K 0.15% +2 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 689 shares; 2025Q4: 684 shares; 2026Q1: 664 shares; 2026Q2: 6,602 shares 6,602 $789K 0.15% +5,938 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,947 shares; 2025Q2: 55,793 shares; 2025Q3: 53,269 shares; 2025Q4: 42,586 shares; 2026Q1: 34,743 shares; 2026Q2: 30,228 shares 30,228 $785K 0.15% -4,515 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 2,050 shares; 2025Q3: 2,501 shares; 2025Q4: 2,683 shares; 2026Q1: 2,683 shares; 2026Q2: 4,786 shares 4,786 $775K 0.15% +2,103 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,700 shares; 2024Q4: 25,700 shares; 2025Q1: 25,700 shares; 2025Q2: 25,700 shares; 2025Q3: 25,700 shares; 2025Q4: 25,700 shares; 2026Q1: 25,700 shares; 2026Q2: 19,000 shares 19,000 $770K 0.15% -6,700 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,227 shares; 2024Q4: 2,243 shares; 2025Q1: 2,243 shares; 2025Q2: 2,243 shares; 2025Q3: 2,248 shares; 2025Q4: 2,292 shares; 2026Q1: 2,341 shares; 2026Q2: 2,534 shares 2,534 $768K 0.15% +193 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,182 shares; 2024Q4: 7,955 shares; 2025Q1: 6,990 shares; 2025Q2: 6,856 shares; 2025Q3: 6,454 shares; 2025Q4: 6,164 shares; 2026Q1: 6,464 shares; 2026Q2: 6,893 shares 6,893 $761K 0.15% +429 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,356 shares; 2024Q4: 11,379 shares; 2025Q1: 11,830 shares; 2025Q2: 10,420 shares; 2025Q3: 7,422 shares; 2025Q4: 7,422 shares; 2026Q1: 6,343 shares; 2026Q2: 5,343 shares 5,343 $746K 0.14% -1,000 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares; 2026Q2: 1,518 shares 1,518 $745K 0.14% +158 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 3,362 shares 3,362 $737K 0.14% +549 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 20,159 shares; 2026Q2: 16,237 shares 16,237 $736K 0.14% -3,922 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,007 shares; 2024Q4: 8,007 shares; 2025Q1: 8,007 shares; 2025Q2: 8,007 shares; 2025Q3: 8,007 shares; 2025Q4: 7,663 shares; 2026Q1: 7,663 shares; 2026Q2: 7,663 shares 7,663 $733K 0.14% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,800 shares; 2024Q4: 7,831 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 5,800 shares 5,800 $733K 0.14% -2,000 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 4,275 shares; 2025Q1: 7,260 shares; 2025Q2: 6,870 shares; 2025Q3: 6,515 shares; 2025Q4: 11,055 shares; 2026Q1: 13,690 shares; 2026Q2: 14,281 shares 14,281 $719K 0.14% +591 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,735 shares; 2026Q2: 2,735 shares 2,735 $712K 0.14% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,870 shares; 2024Q4: 5,870 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: not reported; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $711K 0.14% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,678 shares; 2024Q4: 15,278 shares; 2025Q1: 15,278 shares; 2025Q2: 15,278 shares; 2025Q3: 15,278 shares; 2025Q4: 15,165 shares; 2026Q1: 15,165 shares; 2026Q2: 15,165 shares 15,165 $707K 0.14% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 5,679 shares; 2026Q2: 5,858 shares 5,858 $686K 0.13% +179 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 3,713 shares; 2026Q2: 2,659 shares 2,659 $677K 0.13% -1,054 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,824 shares; 2024Q4: 16,708 shares; 2025Q1: 16,997 shares; 2025Q2: 15,415 shares; 2025Q3: 15,006 shares; 2025Q4: 12,091 shares; 2026Q1: 8,782 shares; 2026Q2: 9,197 shares 9,197 $675K 0.13% +415 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,222 shares; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 7,013 shares; 2025Q3: 6,752 shares; 2025Q4: 6,752 shares; 2026Q1: 6,958 shares; 2026Q2: 6,958 shares 6,958 $672K 0.13% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 1,445 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,809 shares; 2026Q1: not reported; 2026Q2: 1,289 shares 1,289 $669K 0.13% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,409 shares; 2024Q4: 13,409 shares; 2025Q1: 13,410 shares; 2025Q2: 13,411 shares; 2025Q3: 13,411 shares; 2025Q4: 13,412 shares; 2026Q1: 13,412 shares; 2026Q2: 13,413 shares 13,413 $668K 0.13% +1 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,658 shares; 2026Q1: 4,658 shares; 2026Q2: 5,658 shares 5,658 $668K 0.13% +1,000 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,247 shares; 2024Q4: 2,321 shares; 2025Q1: 2,301 shares; 2025Q2: 2,319 shares; 2025Q3: 2,319 shares; 2025Q4: 3,210 shares; 2026Q1: 3,214 shares; 2026Q2: 3,339 shares 3,339 $660K 0.13% +125 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: 978 shares; 2025Q1: 982 shares; 2025Q2: 2,570 shares; 2025Q3: 2,574 shares; 2025Q4: 774 shares; 2026Q1: 671 shares; 2026Q2: 6,675 shares 6,675 $656K 0.13% +6,004 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,378 shares; 2024Q4: 11,380 shares; 2025Q1: 7,107 shares; 2025Q2: 7,109 shares; 2025Q3: 7,296 shares; 2025Q4: 6,861 shares; 2026Q1: 5,962 shares; 2026Q2: 5,588 shares 5,588 $656K 0.13% -374 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 3,050 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $648K 0.12% 0 Timeline DDFA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,988 shares 31,988 $646K 0.12% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,237 shares; 2024Q4: 12,237 shares; 2025Q1: 12,237 shares; 2025Q2: 12,237 shares; 2025Q3: 13,537 shares; 2025Q4: 13,537 shares; 2026Q1: 13,537 shares; 2026Q2: 13,537 shares 13,537 $644K 0.12% 0 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $640K 0.12% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,876 shares; 2024Q4: 12,876 shares; 2025Q1: 20,516 shares; 2025Q2: 20,516 shares; 2025Q3: 24,516 shares; 2025Q4: 24,516 shares; 2026Q1: 24,516 shares; 2026Q2: 29,516 shares 29,516 $632K 0.12% +5,000 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; 2024Q3: 357 shares; 2024Q4: 842 shares; 2025Q1: 204 shares; 2025Q2: 1,698 shares; 2025Q3: 1,714 shares; 2025Q4: 1,514 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $630K 0.12% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 10,580 shares; 2026Q2: 10,936 shares 10,936 $621K 0.12% +356 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 16,300 shares; 2026Q2: 16,300 shares 16,300 $621K 0.12% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,731 shares; 2024Q4: 18,340 shares; 2025Q1: 18,398 shares; 2025Q2: 23,439 shares; 2025Q3: 24,719 shares; 2025Q4: 24,408 shares; 2026Q1: 26,015 shares; 2026Q2: 26,221 shares 26,221 $619K 0.12% +206 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 581 shares; 2025Q1: 645 shares; 2025Q2: 646 shares; 2025Q3: 638 shares; 2025Q4: 1,689 shares; 2026Q1: 1,682 shares; 2026Q2: 852 shares 852 $616K 0.12% -830 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,317 shares; 2024Q4: 5,317 shares; 2025Q1: 5,317 shares; 2025Q2: 5,317 shares; 2025Q3: 5,017 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,056 shares 5,056 $614K 0.12% +56 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 2,336 shares; 2025Q2: 2,337 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares; 2026Q2: 2,527 shares 2,527 $613K 0.12% +1 Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,579 shares 31,579 $612K 0.12% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 14,163 shares; 2026Q1: 14,151 shares; 2026Q2: 12,219 shares 12,219 $611K 0.12% -1,932 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,250 shares; 2024Q4: 8,251 shares; 2025Q1: 8,252 shares; 2025Q2: 8,253 shares; 2025Q3: 5,523 shares; 2025Q4: 5,524 shares; 2026Q1: 5,525 shares; 2026Q2: 5,526 shares 5,526 $611K 0.12% +1 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; 2024Q3: 20,759 shares; 2024Q4: 20,936 shares; 2025Q1: 21,573 shares; 2025Q2: 21,119 shares; 2025Q3: 21,608 shares; 2025Q4: 8,945 shares; 2026Q1: 6,114 shares; 2026Q2: 7,067 shares 7,067 $604K 0.12% +953 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,108 shares; 2024Q4: 4,142 shares; 2025Q1: 3,769 shares; 2025Q2: 3,693 shares; 2025Q3: 3,687 shares; 2025Q4: 2,899 shares; 2026Q1: 2,724 shares; 2026Q2: 2,769 shares 2,769 $604K 0.12% +45 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,078 shares; 2025Q3: 1,938 shares; 2025Q4: 1,954 shares; 2026Q1: 1,915 shares; 2026Q2: 1,915 shares 1,915 $603K 0.12% 0 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,753 shares; 2026Q1: 126,753 shares; 2026Q2: 26,753 shares 26,753 $602K 0.12% -100,000 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529 shares; 2024Q4: 531 shares; 2025Q1: 7,832 shares; 2025Q2: 4,914 shares; 2025Q3: 4,916 shares; 2025Q4: 4,608 shares; 2026Q1: 4,299 shares; 2026Q2: 4,300 shares 4,300 $602K 0.12% +1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,631 shares 2,631 $589K 0.11% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,378 shares; 2024Q4: 5,440 shares; 2025Q1: 5,662 shares; 2025Q2: 5,703 shares; 2025Q3: 5,793 shares; 2025Q4: 5,785 shares; 2026Q1: 5,514 shares; 2026Q2: 6,221 shares 6,221 $588K 0.11% +707 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 3,105 shares; 2025Q1: 4,022 shares; 2025Q2: 4,532 shares; 2025Q3: 4,510 shares; 2025Q4: 3,501 shares; 2026Q1: 2,495 shares; 2026Q2: 2,378 shares 2,378 $585K 0.11% -117 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,348 shares; 2024Q4: 8,348 shares; 2025Q1: 7,068 shares; 2025Q2: 7,068 shares; 2025Q3: 8,168 shares; 2025Q4: 8,168 shares; 2026Q1: 8,216 shares; 2026Q2: 8,168 shares 8,168 $584K 0.11% -48 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,516 shares; 2026Q2: 4,578 shares 4,578 $582K 0.11% +62 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,631 shares 2,631 $582K 0.11% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: 4,394 shares; 2025Q1: 3,495 shares; 2025Q2: 3,495 shares; 2025Q3: 3,096 shares; 2025Q4: 3,096 shares; 2026Q1: 2,511 shares; 2026Q2: 2,252 shares 2,252 $575K 0.11% -259 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,467 shares; 2024Q4: 3,461 shares; 2025Q1: 4,624 shares; 2025Q2: 5,767 shares; 2025Q3: 5,528 shares; 2025Q4: 5,321 shares; 2026Q1: 5,355 shares; 2026Q2: 5,326 shares 5,326 $573K 0.11% -29 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,105 shares; 2024Q4: 6,020 shares; 2025Q1: 6,399 shares; 2025Q2: 6,233 shares; 2025Q3: 6,154 shares; 2025Q4: 5,935 shares; 2026Q1: 5,506 shares; 2026Q2: 5,647 shares 5,647 $569K 0.11% +141 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,252 shares; 2024Q4: 10,086 shares; 2025Q1: 10,086 shares; 2025Q2: 10,086 shares; 2025Q3: 10,086 shares; 2025Q4: 10,086 shares; 2026Q1: 10,286 shares; 2026Q2: 10,286 shares 10,286 $567K 0.11% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,965 shares; 2024Q4: 15,975 shares; 2025Q1: 15,591 shares; 2025Q2: 15,595 shares; 2025Q3: 17,698 shares; 2025Q4: 17,702 shares; 2026Q1: 21,323 shares; 2026Q2: 15,296 shares 15,296 $565K 0.11% -6,027 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,902 shares; 2024Q4: 9,822 shares; 2025Q1: 9,725 shares; 2025Q2: 9,681 shares; 2025Q3: 9,588 shares; 2025Q4: 9,535 shares; 2026Q1: 9,474 shares; 2026Q2: 9,408 shares 9,408 $564K 0.11% -66 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 7,787 shares; 2025Q1: 7,787 shares; 2025Q2: 7,787 shares; 2025Q3: 7,787 shares; 2025Q4: 10,572 shares; 2026Q1: 10,572 shares; 2026Q2: 10,572 shares 10,572 $562K 0.11% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,070 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,072 shares; 2026Q1: 2,073 shares; 2026Q2: 2,073 shares 2,073 $560K 0.11% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 580 shares 580 $560K 0.11% new Timeline FSGS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,250 shares; 2024Q4: 19,789 shares; 2025Q1: 20,161 shares; 2025Q2: 20,137 shares; 2025Q3: 19,873 shares; 2025Q4: 19,730 shares; 2026Q1: 19,505 shares; 2026Q2: 17,611 shares 17,611 $557K 0.11% -1,894 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; 2024Q3: 1,054 shares; 2024Q4: 5,873 shares; 2025Q1: 7,134 shares; 2025Q2: 8,063 shares; 2025Q3: 8,130 shares; 2025Q4: 8,534 shares; 2026Q1: 8,497 shares; 2026Q2: 17,317 shares 17,317 $549K 0.11% +8,820 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; 2024Q3: 1,396 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,629 shares; 2025Q3: 1,630 shares; 2025Q4: 1,778 shares; 2026Q1: 1,735 shares; 2026Q2: 1,800 shares 1,800 $545K 0.1% +65 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,271 shares; 2025Q1: 1,282 shares; 2025Q2: 1,311 shares; 2025Q3: 1,053 shares; 2025Q4: 1,167 shares; 2026Q1: 1,140 shares; 2026Q2: 1,285 shares 1,285 $540K 0.1% +145 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares; 2026Q1: 2,600 shares; 2026Q2: 6,844 shares 6,844 $539K 0.1% +4,244 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 1,252 shares; 2025Q2: 1,352 shares; 2025Q3: 1,463 shares; 2025Q4: 1,711 shares; 2026Q1: 2,197 shares; 2026Q2: 1,361 shares 1,361 $537K 0.1% -836 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,978 shares; 2025Q1: 1,840 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 2,329 shares; 2026Q1: 2,614 shares; 2026Q2: 2,614 shares 2,614 $536K 0.1% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,066 shares; 2024Q4: 11,213 shares; 2025Q1: 9,954 shares; 2025Q2: 9,933 shares; 2025Q3: 10,003 shares; 2025Q4: 10,741 shares; 2026Q1: 10,015 shares; 2026Q2: 8,872 shares 8,872 $530K 0.1% -1,143 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,785 shares; 2024Q4: 9,035 shares; 2025Q1: 9,035 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 10,035 shares; 2026Q1: 10,035 shares; 2026Q2: 10,035 shares 10,035 $525K 0.1% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,076 shares; 2024Q4: 5,068 shares; 2025Q1: 5,068 shares; 2025Q2: 5,068 shares; 2025Q3: 5,068 shares; 2025Q4: 5,059 shares; 2026Q1: 5,086 shares; 2026Q2: 5,086 shares 5,086 $522K 0.1% 0 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; 2024Q3: 10,903 shares; 2024Q4: 10,903 shares; 2025Q1: 10,903 shares; 2025Q2: 10,493 shares; 2025Q3: 10,493 shares; 2025Q4: 10,444 shares; 2026Q1: 10,444 shares; 2026Q2: 10,444 shares 10,444 $503K 0.1% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 2,263 shares; 2026Q2: 4,263 shares 4,263 $502K 0.1% +2,000 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $497K 0.1% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,037 shares; 2024Q4: 8,616 shares; 2025Q1: 8,616 shares; 2025Q2: 8,617 shares; 2025Q3: 7,368 shares; 2025Q4: 7,369 shares; 2026Q1: 7,370 shares; 2026Q2: 7,371 shares 7,371 $494K 0.09% +1 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $492K 0.09% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310 shares; 2024Q4: 1,316 shares; 2025Q1: 999 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 976 shares; 2026Q2: 976 shares 976 $490K 0.09% 0 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $487K 0.09% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $486K 0.09% 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; 2024Q3: 225 shares; 2024Q4: 227 shares; 2025Q1: 230 shares; 2025Q2: 232 shares; 2025Q3: 544 shares; 2025Q4: 546 shares; 2026Q1: 9,349 shares; 2026Q2: 9,351 shares 9,351 $485K 0.09% +2 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares; 2026Q1: 10,599 shares; 2026Q2: 10,599 shares 10,599 $484K 0.09% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 2,102 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares; 2026Q1: 2,202 shares; 2026Q2: 2,202 shares 2,202 $481K 0.09% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 403 shares; 2025Q2: 603 shares; 2025Q3: 640 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 1,517 shares 1,517 $481K 0.09% +1,001 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,666 shares; 2024Q4: 10,666 shares; 2025Q1: 10,666 shares; 2025Q2: 10,666 shares; 2025Q3: 10,666 shares; 2025Q4: 10,666 shares; 2026Q1: 10,666 shares; 2026Q2: 10,666 shares 10,666 $473K 0.09% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,500 shares; 2026Q2: 17,500 shares 17,500 $465K 0.09% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 3,241 shares; 2025Q1: 3,151 shares; 2025Q2: 3,172 shares; 2025Q3: 2,963 shares; 2025Q4: 2,984 shares; 2026Q1: 3,001 shares; 2026Q2: 3,031 shares 3,031 $461K 0.09% +30 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,069 shares; 2026Q1: 39,429 shares; 2026Q2: 38,579 shares 38,579 $458K 0.09% -850 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares; 2025Q4: 3,218 shares; 2026Q1: 3,218 shares; 2026Q2: 3,214 shares 3,214 $455K 0.09% -4 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 5,866 shares; 2025Q1: 6,396 shares; 2025Q2: 7,396 shares; 2025Q3: 5,951 shares; 2025Q4: 5,951 shares; 2026Q1: 3,951 shares; 2026Q2: 3,951 shares 3,951 $455K 0.09% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $455K 0.09% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 809 shares 809 $454K 0.09% new Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,313 shares 16,313 $450K 0.09% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,799 shares; 2024Q4: 15,299 shares; 2025Q1: 18,999 shares; 2025Q2: 15,999 shares; 2025Q3: 12,999 shares; 2025Q4: 12,999 shares; 2026Q1: 12,999 shares; 2026Q2: 47,670 shares 47,670 $448K 0.09% +34,671 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 1,642 shares 1,642 $441K 0.08% +1,392 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares; 2026Q1: 4,970 shares; 2026Q2: 4,970 shares 4,970 $440K 0.08% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 8,868 shares; 2026Q2: 8,868 shares 8,868 $439K 0.08% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 3,575 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 750 shares; 2025Q4: 3,353 shares; 2026Q1: 1,968 shares; 2026Q2: 1,004 shares 1,004 $433K 0.08% -964 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,057 shares; 2024Q4: 13,842 shares; 2025Q1: 11,923 shares; 2025Q2: 14,599 shares; 2025Q3: 15,311 shares; 2025Q4: 12,809 shares; 2026Q1: 10,832 shares; 2026Q2: 10,287 shares 10,287 $419K 0.08% -545 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares; 2026Q2: 1,609 shares 1,609 $419K 0.08% +1,424 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,492 shares; 2024Q4: 10,492 shares; 2025Q1: 10,492 shares; 2025Q2: 10,492 shares; 2025Q3: 10,492 shares; 2025Q4: 10,492 shares; 2026Q1: 10,492 shares; 2026Q2: 10,492 shares 10,492 $418K 0.08% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 830 shares 830 $411K 0.08% +785 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,049 shares; 2025Q3: 11,049 shares; 2025Q4: 11,049 shares; 2026Q1: 11,049 shares; 2026Q2: 14,901 shares 14,901 $408K 0.08% +3,852 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 930 shares; 2026Q2: 467 shares 467 $401K 0.08% -463 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $395K 0.08% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 617 shares 617 $394K 0.08% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,595 shares; 2024Q4: 7,598 shares; 2025Q1: 7,600 shares; 2025Q2: 7,665 shares; 2025Q3: 7,633 shares; 2025Q4: 7,134 shares; 2026Q1: 7,061 shares; 2026Q2: 6,973 shares 6,973 $387K 0.07% -88 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: 5,487 shares; 2025Q2: 5,487 shares; 2025Q3: 5,488 shares; 2025Q4: 4,212 shares; 2026Q1: 4,212 shares; 2026Q2: 4,212 shares 4,212 $386K 0.07% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 7,550 shares; 2025Q4: 6,410 shares; 2026Q1: 6,410 shares; 2026Q2: 6,410 shares 6,410 $382K 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,180 shares; 2024Q4: 5,212 shares; 2025Q1: 5,245 shares; 2025Q2: 6,066 shares; 2025Q3: 6,096 shares; 2025Q4: 5,287 shares; 2026Q1: 4,938 shares; 2026Q2: 5,296 shares 5,296 $381K 0.07% +358 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,917 shares 36,917 $374K 0.07% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 1,608 shares; 2026Q2: 1,808 shares 1,808 $373K 0.07% +200 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 144 shares; 2026Q1: 676 shares; 2026Q2: 591 shares 591 $365K 0.07% -85 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 21,454 shares 21,454 $364K 0.07% +21,154 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,653 shares 13,653 $364K 0.07% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,418 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares; 2026Q1: 2,691 shares; 2026Q2: 2,691 shares 2,691 $363K 0.07% 0 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,657 shares; 2024Q4: 5,134 shares; 2025Q1: 2,184 shares; 2025Q2: 5,196 shares; 2025Q3: 326,434 shares; 2025Q4: 8,688 shares; 2026Q1: 8,318 shares; 2026Q2: 8,314 shares 8,314 $362K 0.07% -4 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 1,003 shares 1,003 $360K 0.07% +982 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 1,875 shares; 2026Q1: 2,010 shares; 2026Q2: 3,511 shares 3,511 $359K 0.07% +1,501 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,181 shares; 2024Q4: 6,310 shares; 2025Q1: 6,311 shares; 2025Q2: 6,301 shares; 2025Q3: 6,192 shares; 2025Q4: 6,143 shares; 2026Q1: 4,094 shares; 2026Q2: 4,632 shares 4,632 $357K 0.07% +538 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 12,459 shares 12,459 $356K 0.07% +12,410 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 32,348 shares 32,348 $352K 0.07% +31,742 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 4,275 shares; 2026Q2: 4,599 shares 4,599 $350K 0.07% +324 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,561 shares; 2024Q4: 5,266 shares; 2025Q1: 5,270 shares; 2025Q2: 5,264 shares; 2025Q3: 5,247 shares; 2025Q4: 4,175 shares; 2026Q1: 2,127 shares; 2026Q2: 1,236 shares 1,236 $348K 0.07% -891 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares 2,720 $347K 0.07% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,858 shares; 2026Q2: 7,618 shares 7,618 $347K 0.07% +2,760 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,685 shares; 2026Q2: 2,035 shares 2,035 $345K 0.07% +350 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 615 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 808 shares 808 $342K 0.07% 0 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,965 shares; 2025Q1: 18,960 shares; 2025Q2: 18,505 shares; 2025Q3: 18,305 shares; 2025Q4: 16,512 shares; 2026Q1: 12,693 shares; 2026Q2: 12,448 shares 12,448 $342K 0.07% -245 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543 shares; 2024Q4: 546 shares; 2025Q1: 549 shares; 2025Q2: 550 shares; 2025Q3: 551 shares; 2025Q4: 553 shares; 2026Q1: 1,479 shares; 2026Q2: 4,202 shares 4,202 $341K 0.07% +2,723 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 961 shares; 2025Q3: 2,461 shares; 2025Q4: 1,529 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $338K 0.06% 0 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,877 shares; 2024Q4: 5,877 shares; 2025Q1: 5,877 shares; 2025Q2: 5,877 shares; 2025Q3: 5,877 shares; 2025Q4: 11,921 shares; 2026Q1: 15,454 shares; 2026Q2: 16,016 shares 16,016 $337K 0.06% +562 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,113 shares 1,113 $337K 0.06% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 17,502 shares 17,502 $335K 0.06% +16,702 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 522 shares; 2026Q2: 522 shares 522 $334K 0.06% 0 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,569 shares 6,569 $334K 0.06% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 936 shares 936 $333K 0.06% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 690 shares; 2025Q3: 739 shares; 2025Q4: 568 shares; 2026Q1: not reported; 2026Q2: 658 shares 658 $333K 0.06% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $332K 0.06% 0 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $332K 0.06% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,308 shares; 2024Q4: 9,755 shares; 2025Q1: 9,542 shares; 2025Q2: 9,374 shares; 2025Q3: 11,678 shares; 2025Q4: 10,944 shares; 2026Q1: 10,828 shares; 2026Q2: 8,022 shares 8,022 $332K 0.06% -2,806 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: not reported; 2025Q1: 13,687 shares; 2025Q2: 13,687 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 12,081 shares 12,081 $331K 0.06% +10,981 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 20,811 shares; 2025Q2: 24,489 shares; 2025Q3: 23,968 shares; 2025Q4: 23,968 shares; 2026Q1: 5,722 shares; 2026Q2: 8,507 shares 8,507 $329K 0.06% +2,785 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares; 2026Q2: 1,242 shares 1,242 $329K 0.06% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,833 shares; 2024Q4: 15,428 shares; 2025Q1: 15,503 shares; 2025Q2: 14,782 shares; 2025Q3: 13,040 shares; 2025Q4: 11,169 shares; 2026Q1: 7,318 shares; 2026Q2: 6,764 shares 6,764 $328K 0.06% -554 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 1,995 shares; 2025Q2: 1,966 shares; 2025Q3: 3,148 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $327K 0.06% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,363 shares 1,363 $326K 0.06% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 2,672 shares 2,672 $323K 0.06% +2,642 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,083 shares; 2026Q2: 16,083 shares 16,083 $321K 0.06% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: not reported; 2026Q2: 710 shares 710 $317K 0.06% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,364 shares 10,364 $316K 0.06% new Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 2,167 shares; 2025Q1: 8,459 shares; 2025Q2: 8,443 shares; 2025Q3: 6,183 shares; 2025Q4: 9,532 shares; 2026Q1: 9,474 shares; 2026Q2: 7,616 shares 7,616 $316K 0.06% -1,858 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,150 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,000 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $312K 0.06% 0 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,161 shares 2,161 $310K 0.06% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 3,449 shares; 2025Q1: 3,638 shares; 2025Q2: 3,640 shares; 2025Q3: 2,843 shares; 2025Q4: 5,090 shares; 2026Q1: 3,778 shares; 2026Q2: 3,407 shares 3,407 $309K 0.06% -371 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730 shares; 2026Q2: 830 shares 830 $308K 0.06% +100 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 519 shares; 2026Q1: 519 shares; 2026Q2: 6,807 shares 6,807 $307K 0.06% +6,288 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 225 shares; 2025Q2: 440 shares; 2025Q3: 467 shares; 2025Q4: 7,183 shares; 2026Q1: 4,520 shares; 2026Q2: 4,290 shares 4,290 $306K 0.06% -230 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $304K 0.06% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,083 shares; 2026Q2: 1,685 shares 1,685 $303K 0.06% +602 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,661 shares; 2024Q4: 30,288 shares; 2025Q1: 46,865 shares; 2025Q2: 46,714 shares; 2025Q3: 36,774 shares; 2025Q4: 48,261 shares; 2026Q1: 48,024 shares; 2026Q2: 7,386 shares 7,386 $303K 0.06% -40,638 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,153 shares 12,153 $302K 0.06% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $298K 0.06% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,441 shares; 2026Q2: 9,123 shares 9,123 $296K 0.06% +1,682 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: 2,233 shares; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 5,233 shares; 2025Q4: 5,233 shares; 2026Q1: 5,233 shares; 2026Q2: 5,233 shares 5,233 $296K 0.06% 0 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; 2024Q3: 5,431 shares; 2024Q4: 5,438 shares; 2025Q1: 5,046 shares; 2025Q2: 5,053 shares; 2025Q3: 5,060 shares; 2025Q4: 5,077 shares; 2026Q1: 5,086 shares; 2026Q2: 5,095 shares 5,095 $295K 0.06% +9 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 950 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares; 2026Q2: 1,673 shares 1,673 $294K 0.06% +600 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,133 shares; 2025Q1: 3,133 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,040 shares; 2026Q1: 3,041 shares; 2026Q2: 3,041 shares 3,041 $293K 0.06% 0 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,810 shares; 2024Q4: 6,810 shares; 2025Q1: 6,810 shares; 2025Q2: 6,310 shares; 2025Q3: 6,000 shares; 2025Q4: 5,200 shares; 2026Q1: 5,598 shares; 2026Q2: 5,598 shares 5,598 $287K 0.06% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,711 shares; 2024Q4: 7,711 shares; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 7,711 shares; 2025Q4: 9,264 shares; 2026Q1: 9,264 shares; 2026Q2: 8,893 shares 8,893 $284K 0.05% -371 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 1,760 shares; 2025Q3: 1,842 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 2,437 shares 2,437 $284K 0.05% +1,100 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 1,115 shares; 2025Q2: 325 shares; 2025Q3: 356 shares; 2025Q4: 419 shares; 2026Q1: 519 shares; 2026Q2: 519 shares 519 $281K 0.05% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,831 shares 1,831 $276K 0.05% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,947 shares; 2025Q4: 4,947 shares; 2026Q1: 4,947 shares; 2026Q2: 4,947 shares 4,947 $272K 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,273 shares; 2025Q1: 1,288 shares; 2025Q2: 1,439 shares; 2025Q3: 1,449 shares; 2025Q4: 1,461 shares; 2026Q1: 1,472 shares; 2026Q2: 1,485 shares 1,485 $269K 0.05% +13 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 2,097 shares; 2025Q4: 2,037 shares; 2026Q1: 2,064 shares; 2026Q2: 2,064 shares 2,064 $268K 0.05% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 8,830 shares; 2026Q2: 8,830 shares 8,830 $264K 0.05% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 932 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares; 2026Q2: 1,286 shares 1,286 $264K 0.05% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 461 shares; 2026Q2: 686 shares 686 $264K 0.05% +225 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,640 shares; 2025Q4: 5,341 shares; 2026Q1: 5,206 shares; 2026Q2: 5,206 shares 5,206 $261K 0.05% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,666 shares; 2024Q4: 5,840 shares; 2025Q1: 6,006 shares; 2025Q2: 6,049 shares; 2025Q3: 6,047 shares; 2025Q4: 6,008 shares; 2026Q1: 5,962 shares; 2026Q2: 5,240 shares 5,240 $261K 0.05% -722 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 1,802 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares; 2026Q1: 1,991 shares; 2026Q2: 5,075 shares 5,075 $257K 0.05% +3,084 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares; 2026Q2: 1,283 shares 1,283 $256K 0.05% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $254K 0.05% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,805 shares; 2026Q2: 3,805 shares 3,805 $252K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,934 shares; 2024Q4: 1,934 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 843 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $252K 0.05% 0 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares; 2026Q2: 4,025 shares 4,025 $252K 0.05% 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; 2024Q3: 2,503 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 2,289 shares; 2026Q1: 2,289 shares; 2026Q2: 2,289 shares 2,289 $251K 0.05% 0 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,112 shares; 2024Q4: 10,817 shares; 2025Q1: 10,722 shares; 2025Q2: 10,722 shares; 2025Q3: 17,074 shares; 2025Q4: 11,880 shares; 2026Q1: 9,384 shares; 2026Q2: 9,090 shares 9,090 $251K 0.05% -294 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 4,200 shares; 2026Q2: 7,000 shares 7,000 $247K 0.05% +2,800 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,171 shares; 2025Q1: 13,730 shares; 2025Q2: 13,610 shares; 2025Q3: 858 shares; 2025Q4: 844 shares; 2026Q1: 6,202 shares; 2026Q2: 5,483 shares 5,483 $247K 0.05% -719 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 579 shares; 2026Q2: 579 shares 579 $246K 0.05% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $246K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 1,996 shares; 2025Q1: 1,588 shares; 2025Q2: 1,589 shares; 2025Q3: 1,604 shares; 2025Q4: 1,664 shares; 2026Q1: 1,679 shares; 2026Q2: 1,680 shares 1,680 $246K 0.05% +1 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 6,089 shares; 2025Q4: 5,043 shares; 2026Q1: 5,043 shares; 2026Q2: 6,044 shares 6,044 $244K 0.05% +1,001 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $243K 0.05% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 900 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 1,430 shares 1,430 $240K 0.05% +500 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,281 shares; 2024Q4: 5,261 shares; 2025Q1: 5,587 shares; 2025Q2: 5,597 shares; 2025Q3: 5,257 shares; 2025Q4: 5,257 shares; 2026Q1: 7,184 shares; 2026Q2: 5,257 shares 5,257 $233K 0.04% -1,927 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,393 shares; 2024Q4: 7,212 shares; 2025Q1: 7,245 shares; 2025Q2: 7,277 shares; 2025Q3: 7,307 shares; 2025Q4: 7,340 shares; 2026Q1: 7,369 shares; 2026Q2: 7,397 shares 7,397 $230K 0.04% +28 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,742 shares; 2025Q1: 11,742 shares; 2025Q2: 11,642 shares; 2025Q3: 6,744 shares; 2025Q4: 10,783 shares; 2026Q1: 8,603 shares; 2026Q2: 8,321 shares 8,321 $230K 0.04% -282 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 721 shares; 2025Q2: 1,071 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $227K 0.04% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 3,280 shares; 2026Q1: 3,577 shares; 2026Q2: 4,883 shares 4,883 $225K 0.04% +1,306 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 300 shares; 2026Q1: 1,775 shares; 2026Q2: 2,250 shares 2,250 $223K 0.04% +475 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; 2024Q3: 1,099 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 1,799 shares; 2026Q1: 1,800 shares; 2026Q2: 1,900 shares 1,900 $223K 0.04% +100 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,594 shares; 2026Q2: 1,594 shares 1,594 $223K 0.04% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,911 shares; 2024Q4: 6,914 shares; 2025Q1: 6,915 shares; 2025Q2: 6,917 shares; 2025Q3: 6,919 shares; 2025Q4: 6,805 shares; 2026Q1: 6,805 shares; 2026Q2: 7,221 shares 7,221 $220K 0.04% +416 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,043 shares; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 4,040 shares; 2026Q2: 4,040 shares 4,040 $220K 0.04% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares; 2026Q1: 779 shares; 2026Q2: 779 shares 779 $219K 0.04% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 1,637 shares; 2026Q2: 2,773 shares 2,773 $219K 0.04% +1,136 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 2,770 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 2,575 shares; 2026Q1: 1,446 shares; 2026Q2: 1,181 shares 1,181 $218K 0.04% -265 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,956 shares; 2024Q4: 3,956 shares; 2025Q1: 3,934 shares; 2025Q2: 12,413 shares; 2025Q3: 12,373 shares; 2025Q4: 15,022 shares; 2026Q1: 12,211 shares; 2026Q2: 5,211 shares 5,211 $217K 0.04% -7,000 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,411 shares; 2026Q1: 1,411 shares; 2026Q2: 1,411 shares 1,411 $216K 0.04% 0 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,869 shares; 2024Q4: 6,529 shares; 2025Q1: 6,328 shares; 2025Q2: 6,280 shares; 2025Q3: 5,960 shares; 2025Q4: 5,960 shares; 2026Q1: 5,915 shares; 2026Q2: 6,025 shares 6,025 $212K 0.04% +110 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $211K 0.04% 0 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $211K 0.04% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $209K 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 232 shares; 2025Q1: 241 shares; 2025Q2: 262 shares; 2025Q3: 271 shares; 2025Q4: 268 shares; 2026Q1: 270 shares; 2026Q2: 433 shares 433 $207K 0.04% +163 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 181 shares; 2025Q2: 2,236 shares; 2025Q3: 181 shares; 2025Q4: 1,921 shares; 2026Q1: 933 shares; 2026Q2: 1,329 shares 1,329 $201K 0.04% +396 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 22,095 shares; 2026Q2: 26,095 shares 26,095 $200K 0.04% +4,000 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $199K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,199 shares; 2025Q1: 2,101 shares; 2025Q2: 2,103 shares; 2025Q3: 2,052 shares; 2025Q4: 1,927 shares; 2026Q1: 1,929 shares; 2026Q2: 1,930 shares 1,930 $197K 0.04% +1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 452 shares; 2025Q2: 537 shares; 2025Q3: 402 shares; 2025Q4: 2,314 shares; 2026Q1: 2,325 shares; 2026Q2: 2,366 shares 2,366 $196K 0.04% +41 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 321 shares; 2026Q1: 1,106 shares; 2026Q2: 4,832 shares 4,832 $194K 0.04% +3,726 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,150 shares; 2025Q4: 11,150 shares; 2026Q1: 11,150 shares; 2026Q2: 11,150 shares 11,150 $191K 0.04% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 2,840 shares; 2026Q2: 2,840 shares 2,840 $190K 0.04% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares; 2026Q2: 1,835 shares 1,835 $188K 0.04% 0 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; 2024Q3: 288 shares; 2024Q4: 273 shares; 2025Q1: 235 shares; 2025Q2: 204 shares; 2025Q3: 205 shares; 2025Q4: 374 shares; 2026Q1: 334 shares; 2026Q2: 353 shares 353 $185K 0.04% +19 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,331 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,675 shares; 2026Q1: 1,283 shares; 2026Q2: 1,345 shares 1,345 $184K 0.04% +62 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,300 shares; 2025Q3: 3,595 shares; 2025Q4: 3,590 shares; 2026Q1: 3,590 shares; 2026Q2: 3,590 shares 3,590 $181K 0.03% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 607 shares 607 $181K 0.03% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares; 2026Q1: 4,105 shares; 2026Q2: 4,105 shares 4,105 $180K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 194 shares; 2025Q1: 467 shares; 2025Q2: 466 shares; 2025Q3: 193 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 236 shares 236 $180K 0.03% +44 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $180K 0.03% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 1,367 shares; 2025Q1: 2,142 shares; 2025Q2: 2,033 shares; 2025Q3: 2,370 shares; 2025Q4: 2,139 shares; 2026Q1: 1,990 shares; 2026Q2: 1,991 shares 1,991 $179K 0.03% +1 Timeline DDFY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,896 shares 8,896 $178K 0.03% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $178K 0.03% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,348 shares; 2024Q4: 3,349 shares; 2025Q1: 3,349 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,351 shares; 2026Q1: 3,351 shares; 2026Q2: 3,352 shares 3,352 $176K 0.03% +1 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 871 shares; 2026Q2: 871 shares 871 $174K 0.03% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,072 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 4,072 shares; 2026Q1: 4,072 shares; 2026Q2: 4,072 shares 4,072 $174K 0.03% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares 1,195 $173K 0.03% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 237 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 237 shares; 2026Q2: 262 shares 262 $172K 0.03% +25 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,966 shares; 2024Q4: 3,996 shares; 2025Q1: 3,930 shares; 2025Q2: 1,980 shares; 2025Q3: 1,981 shares; 2025Q4: 1,961 shares; 2026Q1: 3,786 shares; 2026Q2: 1,651 shares 1,651 $172K 0.03% -2,135 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,643 shares; 2025Q2: 1,743 shares; 2025Q3: 1,842 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares; 2026Q2: 1,317 shares 1,317 $169K 0.03% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,203 shares; 2024Q4: 2,203 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,209 shares; 2025Q4: 2,203 shares; 2026Q1: 2,203 shares; 2026Q2: 2,203 shares 2,203 $165K 0.03% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 224 shares; 2025Q1: 225 shares; 2025Q2: 186 shares; 2025Q3: 141 shares; 2025Q4: 123 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $161K 0.03% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares; 2026Q2: 2,028 shares 2,028 $159K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,891 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,893 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,896 shares; 2026Q2: 1,897 shares 1,897 $159K 0.03% +1 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,468 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares; 2025Q2: 3,567 shares; 2025Q3: 3,567 shares; 2025Q4: 2,971 shares; 2026Q1: 2,971 shares; 2026Q2: 2,988 shares 2,988 $158K 0.03% +17 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,960 shares; 2026Q2: 5,960 shares 5,960 $157K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,727 shares; 2024Q4: 1,728 shares; 2025Q1: 1,729 shares; 2025Q2: 1,730 shares; 2025Q3: 2,041 shares; 2025Q4: 2,035 shares; 2026Q1: 2,036 shares; 2026Q2: 2,037 shares 2,037 $154K 0.03% +1 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 501 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $153K 0.03% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,931 shares; 2024Q4: 3,627 shares; 2025Q1: 3,128 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 3,024 shares; 2026Q1: 3,024 shares; 2026Q2: 3,024 shares 3,024 $152K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207 shares; 2026Q1: 65 shares; 2026Q2: 500 shares 500 $151K 0.03% +435 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,597 shares; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares; 2026Q2: 1,411 shares 1,411 $147K 0.03% -113 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $147K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,515 shares; 2025Q4: 1,510 shares; 2026Q1: 2,547 shares; 2026Q2: 2,410 shares 2,410 $147K 0.03% -137 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,058 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares; 2026Q2: 2,908 shares 2,908 $146K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 196 shares; 2025Q1: 180 shares; 2025Q2: 230 shares; 2025Q3: 199 shares; 2025Q4: 185 shares; 2026Q1: 459 shares; 2026Q2: 1,766 shares 1,766 $146K 0.03% +1,307 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $144K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 974 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,294 shares; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $144K 0.03% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 327 shares; 2025Q4: 1,891 shares; 2026Q1: 2,216 shares; 2026Q2: 3,163 shares 3,163 $144K 0.03% +947 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $144K 0.03% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,699 shares; 2026Q1: 2,699 shares; 2026Q2: 2,699 shares 2,699 $144K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 100 shares; 2025Q4: 200 shares; 2026Q1: 1,113 shares; 2026Q2: 2,651 shares 2,651 $141K 0.03% +1,538 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819 shares; 2024Q4: 823 shares; 2025Q1: 824 shares; 2025Q2: 827 shares; 2025Q3: 830 shares; 2025Q4: 833 shares; 2026Q1: 835 shares; 2026Q2: 2,388 shares 2,388 $139K 0.03% +1,553 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares; 2026Q2: 1,525 shares 1,525 $138K 0.03% +675 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 517 shares; 2026Q2: 500 shares 500 $138K 0.03% -17 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; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 583 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $138K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 496 shares; 2025Q2: 479 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 467 shares 467 $137K 0.03% +17 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 1,100 shares 1,100 $135K 0.03% +200 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 391 shares; 2025Q1: 403 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $135K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 411 shares; 2025Q4: 405 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $134K 0.03% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 868 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $134K 0.03% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $133K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $131K 0.03% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 401 shares; 2025Q3: 402 shares; 2025Q4: 1,302 shares; 2026Q1: 1,420 shares; 2026Q2: 1,570 shares 1,570 $130K 0.02% +150 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 5,074 shares; 2025Q1: 5,075 shares; 2025Q2: 1,606 shares; 2025Q3: 1,608 shares; 2025Q4: 1,028 shares; 2026Q1: 879 shares; 2026Q2: 759 shares 759 $128K 0.02% -120 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 53 shares; 2026Q1: 1,528 shares; 2026Q2: 383 shares 383 $128K 0.02% -1,145 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares; 2026Q1: 2,369 shares; 2026Q2: 2,369 shares 2,369 $128K 0.02% 0 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 2,180 shares; 2026Q2: 2,180 shares 2,180 $128K 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; 2024Q3: 415 shares; 2024Q4: 416 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 418 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 420 shares 420 $126K 0.02% +1 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,241 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,243 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,245 shares; 2026Q2: 1,176 shares 1,176 $125K 0.02% -69 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $123K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 1,189 shares 1,189 $121K 0.02% +1,000 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,718 shares; 2024Q4: 6,718 shares; 2025Q1: 6,718 shares; 2025Q2: 6,718 shares; 2025Q3: 6,718 shares; 2025Q4: 6,718 shares; 2026Q1: 6,718 shares; 2026Q2: 6,718 shares 6,718 $119K 0.02% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,067 shares; 2024Q4: 4,900 shares; 2025Q1: 3,911 shares; 2025Q2: 4,003 shares; 2025Q3: 3,872 shares; 2025Q4: 4,454 shares; 2026Q1: 2,741 shares; 2026Q2: 2,514 shares 2,514 $118K 0.02% -227 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 586 shares 586 $118K 0.02% 0 Timeline FPRC FORD MTR CO DEL 6% NT DUE 12/0 More: the full row for FORD MTR CO DEL 6% NT DUE 12/0 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $117K 0.02% 0 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; 2024Q3: 8,027 shares; 2024Q4: 4,938 shares; 2025Q1: 6,039 shares; 2025Q2: 6,048 shares; 2025Q3: 6,057 shares; 2025Q4: 5,748 shares; 2026Q1: 5,733 shares; 2026Q2: 5,621 shares 5,621 $116K 0.02% -112 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 909 shares 909 $116K 0.02% -69 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $116K 0.02% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $115K 0.02% 0 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; 2024Q3: 654 shares; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 798 shares 798 $114K 0.02% +248 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396 shares; 2024Q4: 187 shares; 2025Q1: 446 shares; 2025Q2: 447 shares; 2025Q3: 457 shares; 2025Q4: 1,964 shares; 2026Q1: 450 shares; 2026Q2: 702 shares 702 $114K 0.02% +252 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 1,907 shares; 2025Q1: 1,908 shares; 2025Q2: 1,910 shares; 2025Q3: 1,911 shares; 2025Q4: 1,772 shares; 2026Q1: 978 shares; 2026Q2: 1,175 shares 1,175 $113K 0.02% +197 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $113K 0.02% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $112K 0.02% 0 Timeline DISNEY WALT CO DTD 07/09/20… DISNEY WALT CO DTD 07/09/2019 6.7… More: the full row for DISNEY WALT CO DTD 07/09/2019 6.75per 01/09/2038 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $112K 0.02% 0 SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,605 shares; 2026Q2: 4,607 shares 4,607 $111K 0.02% +2 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 2,123 shares 2,123 $111K 0.02% +2,040 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $111K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 49 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $111K 0.02% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,576 shares; 2025Q1: 760 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $111K 0.02% 0 Timeline GEORGIA PAC CORP DTD 11/10/… GEORGIA PAC CORP DTD 11/10/1999 7… More: the full row for GEORGIA PAC CORP DTD 11/10/1999 7.75per 11/15/2029 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: not reported; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000 $110K 0.02% new ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 2,001 shares; 2025Q1: 2,004 shares; 2025Q2: 2,006 shares; 2025Q3: 2,009 shares; 2025Q4: 2,011 shares; 2026Q1: 2,129 shares; 2026Q2: 2,016 shares 2,016 $109K 0.02% -113 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: 1,993 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,777 shares; 2025Q4: 1,751 shares; 2026Q1: 997 shares; 2026Q2: 997 shares 997 $109K 0.02% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,474 shares; 2025Q3: 3,991 shares; 2025Q4: 2,987 shares; 2026Q1: 3,001 shares; 2026Q2: 2,524 shares 2,524 $109K 0.02% -477 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $108K 0.02% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 5,070 shares; 2025Q1: 4,363 shares; 2025Q2: 4,364 shares; 2025Q3: 4,070 shares; 2025Q4: 4,071 shares; 2026Q1: 4,782 shares; 2026Q2: 4,382 shares 4,382 $108K 0.02% -400 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,756 shares; 2026Q2: 1,756 shares 1,756 $107K 0.02% 0 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,040 shares; 2026Q2: 2,040 shares 2,040 $106K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 578 shares; 2025Q4: 579 shares; 2026Q1: 1,131 shares; 2026Q2: 1,132 shares 1,132 $106K 0.02% +1 Timeline FIRST TRUST ALTERNATIVE OPP… FIRST TRUST ALTERNATIVE OPP I More: the full row for FIRST TRUST ALTERNATIVE OPP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,498 shares; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 7,498 shares; 2025Q3: 7,498 shares; 2025Q4: 7,498 shares; 2026Q1: not reported; 2026Q2: 3,747 shares 3,747 $104K 0.02% new AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 936 shares; 2025Q1: 937 shares; 2025Q2: 938 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 999 shares; 2026Q2: 1,047 shares 1,047 $104K 0.02% +48 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,981 shares; 2025Q3: 1,454 shares; 2025Q4: 1,455 shares; 2026Q1: 1,456 shares; 2026Q2: 1,457 shares 1,457 $101K 0.02% +1 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,605 shares; 2025Q3: 1,500 shares; 2025Q4: 1,450 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $101K 0.02% 0 Timeline MBINM MERCHANTS BANCORP IND DEP SHS More: the full row for MERCHANTS BANCORP IND DEP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $100K 0.02% 0 Timeline GENERAL MTRS FINL CO INC DT… GENERAL MTRS FINL CO INC DTD 09/1… More: the full row for GENERAL MTRS FINL CO INC DTD 09/16/2020 5.7per Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $100K 0.02% 0 IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 56 shares; 2025Q1: 46 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 396 shares 396 $99.9K 0.02% +334 Timeline RILYN BRC GROUP HLDGS INC 6.5% SR NT More: the full row for BRC GROUP HLDGS INC 6.5% SR NT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $99.7K 0.02% 0 Timeline PNC CAP TR C DTD 06/09/1998… PNC CAP TR C DTD 06/09/1998 4.492… More: the full row for PNC CAP TR C DTD 06/09/1998 4.49204per 06/01/2028 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $98.8K 0.02% 0 KEYCORP CAPITAL I DTD 06/25… KEYCORP CAPITAL I DTD 06/25/1998 … More: the full row for KEYCORP CAPITAL I DTD 06/25/1998 4.69336per 07/01/2028 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $98.5K 0.02% 0 QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,500 shares; 2026Q2: 5,700 shares 5,700 $98.5K 0.02% +200 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,354 shares; 2024Q4: 1,361 shares; 2025Q1: 1,364 shares; 2025Q2: 1,368 shares; 2025Q3: 1,730 shares; 2025Q4: 1,335 shares; 2026Q1: 1,337 shares; 2026Q2: 1,339 shares 1,339 $97.3K 0.02% +2 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 55 shares; 2025Q1: 33 shares; 2025Q2: 66 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 38 shares; 2026Q2: 441 shares 441 $96.8K 0.02% +403 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 1,099 shares; 2025Q3: 1,129 shares; 2025Q4: 977 shares; 2026Q1: 885 shares; 2026Q2: 1,000 shares 1,000 $96.6K 0.02% +115 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 615 shares; 2025Q1: 919 shares; 2025Q2: 921 shares; 2025Q3: 971 shares; 2025Q4: 522 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $95.4K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $94.3K 0.02% 0 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; 2024Q3: 1,870 shares; 2024Q4: 1,871 shares; 2025Q1: 1,911 shares; 2025Q2: 1,912 shares; 2025Q3: 1,913 shares; 2025Q4: 1,158 shares; 2026Q1: 1,159 shares; 2026Q2: 1,159 shares 1,159 $94K 0.02% 0 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,912 shares; 2024Q4: 2,912 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares; 2026Q1: 2,912 shares; 2026Q2: 2,912 shares 2,912 $93.8K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364 shares; 2024Q4: 365 shares; 2025Q1: 390 shares; 2025Q2: 391 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 393 shares; 2026Q2: 394 shares 394 $93.7K 0.02% +1 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 250 shares 250 $93.2K 0.02% +100 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 872 shares 872 $93K 0.02% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 836 shares; 2025Q3: 853 shares; 2025Q4: 972 shares; 2026Q1: 1,037 shares; 2026Q2: 1,042 shares 1,042 $92.7K 0.02% +5 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $92.7K 0.02% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 185 shares; 2026Q2: 724 shares 724 $92.2K 0.02% +539 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $91.3K 0.02% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $89.7K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594 shares; 2024Q4: 605 shares; 2025Q1: 10,595 shares; 2025Q2: 6,592 shares; 2025Q3: 5,356 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 1,186 shares 1,186 $89.6K 0.02% +513 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,110 shares 5,110 $89.5K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 397 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $89.4K 0.02% 0 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares; 2026Q1: 4,053 shares; 2026Q2: 4,053 shares 4,053 $89K 0.02% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares; 2026Q2: 1,352 shares 1,352 $88.6K 0.02% +82 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 45 shares; 2025Q3: 195 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $87.9K 0.02% 0 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 541 shares; 2025Q1: 1,923 shares; 2025Q2: 1,793 shares; 2025Q3: 2,173 shares; 2025Q4: 2,386 shares; 2026Q1: 1,886 shares; 2026Q2: 1,709 shares 1,709 $87.9K 0.02% -177 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 490 shares 490 $87.6K 0.02% +480 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 191 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 124 shares; 2026Q1: 198 shares; 2026Q2: 1,083 shares 1,083 $87.3K 0.02% +885 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,253 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $86.8K 0.02% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 741 shares; 2025Q4: 742 shares; 2026Q1: 742 shares; 2026Q2: 742 shares 742 $86.8K 0.02% 0 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,652 shares; 2025Q1: 1,658 shares; 2025Q2: 1,663 shares; 2025Q3: 1,668 shares; 2025Q4: 1,674 shares; 2026Q1: 1,679 shares; 2026Q2: 1,684 shares 1,684 $86.4K 0.02% +5 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417 shares; 2024Q4: 431 shares; 2025Q1: 418 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 355 shares; 2026Q1: 356 shares; 2026Q2: 380 shares 380 $86.3K 0.02% +24 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 938 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,729 shares; 2025Q4: 1,724 shares; 2026Q1: 1,986 shares; 2026Q2: 1,644 shares 1,644 $85.1K 0.02% -342 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 926 shares; 2025Q2: 927 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $85.1K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 200 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $83.7K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 502 shares 502 $82.6K 0.02% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares 722 $82.4K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,495 shares; 2025Q3: 2,523 shares; 2025Q4: 1,295 shares; 2026Q1: 1,532 shares; 2026Q2: 1,532 shares 1,532 $81.9K 0.02% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,982 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $81.1K 0.02% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $81K 0.02% 0 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 12,893 shares; 2026Q1: 13,501 shares; 2026Q2: 17,401 shares 17,401 $80.7K 0.02% +3,900 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329 shares; 2024Q4: 330 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 332 shares; 2025Q4: 333 shares; 2026Q1: 334 shares; 2026Q2: 434 shares 434 $80.4K 0.02% +100 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,641 shares; 2025Q2: 1,641 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,567 shares 1,567 $80.4K 0.02% -23 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 571 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares; 2026Q2: 547 shares 547 $80.1K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 437 shares; 2025Q2: 587 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $79.6K 0.02% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 2,733 shares; 2025Q1: 2,787 shares; 2025Q2: 2,813 shares; 2025Q3: 1,462 shares; 2025Q4: 1,355 shares; 2026Q1: 1,114 shares; 2026Q2: 1,032 shares 1,032 $79.1K 0.02% -82 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,939 shares; 2025Q4: 1,588 shares; 2026Q1: 1,588 shares; 2026Q2: 1,496 shares 1,496 $78.9K 0.02% -92 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 272 shares; 2026Q1: 306 shares; 2026Q2: 502 shares 502 $78.7K 0.02% +196 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; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 144 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 215 shares 215 $78.6K 0.02% +88 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $78.3K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 235 shares; 2025Q2: 232 shares; 2025Q3: 236 shares; 2025Q4: 237 shares; 2026Q1: 1,519 shares; 2026Q2: 304 shares 304 $77.7K 0.01% -1,215 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $77.6K 0.01% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $77.1K 0.01% 0 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 648 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 1,919 shares; 2026Q1: 1,919 shares; 2026Q2: 1,919 shares 1,919 $77.1K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 685 shares; 2024Q4: 755 shares; 2025Q1: 671 shares; 2025Q2: 672 shares; 2025Q3: 673 shares; 2025Q4: 588 shares; 2026Q1: 455 shares; 2026Q2: 485 shares 485 $76.9K 0.01% +30 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares; 2026Q2: 829 shares 829 $76.8K 0.01% 0 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; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 740 shares 740 $76.4K 0.01% +70 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,322 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares; 2026Q2: 2,322 shares 2,322 $76.1K 0.01% 0 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,645 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares; 2026Q1: 1,647 shares; 2026Q2: 1,648 shares 1,648 $76.1K 0.01% +1 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $75.9K 0.01% 0 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; 2024Q3: 1,096 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,203 shares; 2025Q3: 1,249 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $75.6K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,768 shares; 2024Q4: 3,768 shares; 2025Q1: 3,768 shares; 2025Q2: 3,774 shares; 2025Q3: 775 shares; 2025Q4: 779 shares; 2026Q1: 784 shares; 2026Q2: 789 shares 789 $73.1K 0.01% +5 Timeline