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: 132,851 shares; 2024Q4: 133,664 shares; 2025Q1: 139,798 shares; 2025Q2: 148,517 shares; 2025Q3: 140,927 shares; 2025Q4: 139,805 shares; 2026Q1: 130,667 shares; 2026Q2: 127,732 shares 127,732 $95.4M 22.7% -2,935 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: 28,336 shares; 2024Q4: 28,851 shares; 2025Q1: 47,410 shares; 2025Q2: 54,260 shares; 2025Q3: 49,018 shares; 2025Q4: 49,388 shares; 2026Q1: 50,876 shares; 2026Q2: 204,824 shares 204,824 $25.4M 6.05% +153,948 Timeline SFLR 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: 10,640 shares; 2026Q1: 18,113 shares; 2026Q2: 644,710 shares 644,710 $24.9M 5.92% +626,597 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,051 shares; 2024Q4: 399,747 shares; 2025Q1: 375,431 shares; 2025Q2: 336,056 shares; 2025Q3: 378,154 shares; 2025Q4: 380,707 shares; 2026Q1: 336,587 shares; 2026Q2: 432,170 shares 432,170 $21.5M 5.12% +95,583 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,408 shares; 2024Q4: 186,006 shares; 2025Q1: 340,154 shares; 2025Q2: 352,805 shares; 2025Q3: 450,133 shares; 2025Q4: 479,488 shares; 2026Q1: 474,703 shares; 2026Q2: 507,709 shares 507,709 $17.1M 4.08% +33,006 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: 47,667 shares; 2024Q4: 47,542 shares; 2025Q1: 46,728 shares; 2025Q2: 50,141 shares; 2025Q3: 51,206 shares; 2025Q4: 50,162 shares; 2026Q1: 49,283 shares; 2026Q2: 48,843 shares 48,843 $14.1M 3.36% -440 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,401 shares; 2024Q4: 33,441 shares; 2025Q1: 30,495 shares; 2025Q2: 31,194 shares; 2025Q3: 29,747 shares; 2025Q4: 29,316 shares; 2026Q1: 28,844 shares; 2026Q2: 27,944 shares 27,944 $10.2M 2.43% -900 Timeline XMHQ 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: 65,874 shares; 2025Q2: 73,104 shares; 2025Q3: 72,866 shares; 2025Q4: 72,520 shares; 2026Q1: 69,079 shares; 2026Q2: 70,473 shares 70,473 $7.95M 1.89% +1,394 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,105 shares; 2024Q4: 9,029 shares; 2025Q1: 9,029 shares; 2025Q2: 9,793 shares; 2025Q3: 10,071 shares; 2025Q4: 10,627 shares; 2026Q1: 10,428 shares; 2026Q2: 10,799 shares 10,799 $7.95M 1.89% +371 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: 78,279 shares; 2024Q4: 74,790 shares; 2025Q1: 71,690 shares; 2025Q2: 70,241 shares; 2025Q3: 70,241 shares; 2025Q4: 70,246 shares; 2026Q1: 70,282 shares; 2026Q2: 70,278 shares 70,278 $5.71M 1.36% -4 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: 15,788 shares; 2024Q4: 15,792 shares; 2025Q1: 14,961 shares; 2025Q2: 15,895 shares; 2025Q3: 16,501 shares; 2025Q4: 16,079 shares; 2026Q1: 14,840 shares; 2026Q2: 14,907 shares 14,907 $5.56M 1.32% +67 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: 16,666 shares; 2024Q4: 16,378 shares; 2025Q1: 15,416 shares; 2025Q2: 15,206 shares; 2025Q3: 14,664 shares; 2025Q4: 28,928 shares; 2026Q1: 26,924 shares; 2026Q2: 26,292 shares 26,292 $5.01M 1.19% -632 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: 16,175 shares; 2024Q4: 16,243 shares; 2025Q1: 15,712 shares; 2025Q2: 14,830 shares; 2025Q3: 14,904 shares; 2025Q4: 14,822 shares; 2026Q1: 13,602 shares; 2026Q2: 13,216 shares 13,216 $4.87M 1.16% -386 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: 28,539 shares; 2024Q4: 30,010 shares; 2025Q1: 29,765 shares; 2025Q2: 30,887 shares; 2025Q3: 31,179 shares; 2025Q4: 31,860 shares; 2026Q1: 30,844 shares; 2026Q2: 30,501 shares 30,501 $4.82M 1.15% -343 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: 396,862 shares; 2024Q4: 395,792 shares; 2025Q1: 270,008 shares; 2025Q2: 272,487 shares; 2025Q3: 262,067 shares; 2025Q4: 271,841 shares; 2026Q1: 258,012 shares; 2026Q2: 77,884 shares 77,884 $4.73M 1.13% -180,128 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: 14,256 shares; 2024Q4: 14,227 shares; 2025Q1: 14,171 shares; 2025Q2: 14,132 shares; 2025Q3: 14,094 shares; 2025Q4: 13,401 shares; 2026Q1: 12,521 shares; 2026Q2: 12,062 shares 12,062 $4.31M 1.03% -459 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,648 shares; 2024Q4: 13,080 shares; 2025Q1: 12,363 shares; 2025Q2: 12,268 shares; 2025Q3: 11,916 shares; 2025Q4: 11,874 shares; 2026Q1: 11,774 shares; 2026Q2: 11,729 shares 11,729 $4.03M 0.96% -45 Timeline SPYG 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: 41,364 shares; 2024Q4: 42,043 shares; 2025Q1: 40,370 shares; 2025Q2: 39,169 shares; 2025Q3: 32,954 shares; 2025Q4: 32,825 shares; 2026Q1: 32,367 shares; 2026Q2: 31,866 shares 31,866 $3.79M 0.9% -501 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: 16,237 shares; 2024Q4: 16,262 shares; 2025Q1: 16,276 shares; 2025Q2: 19,605 shares; 2025Q3: 21,908 shares; 2025Q4: 20,006 shares; 2026Q1: 18,880 shares; 2026Q2: 17,881 shares 17,881 $3.58M 0.85% -999 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 23,034 shares; 2025Q2: 25,970 shares; 2025Q3: 26,702 shares; 2025Q4: 26,726 shares; 2026Q1: 25,731 shares; 2026Q2: 23,889 shares 23,889 $3.54M 0.84% -1,842 Timeline PMAY 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: 113,569 shares; 2024Q4: 105,569 shares; 2025Q1: 104,134 shares; 2025Q2: 108,604 shares; 2025Q3: 108,604 shares; 2025Q4: 107,937 shares; 2026Q1: 90,861 shares; 2026Q2: 84,473 shares 84,473 $3.49M 0.83% -6,388 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,305 shares; 2025Q1: 2,833 shares; 2025Q2: 6,873 shares; 2025Q3: 9,532 shares; 2025Q4: 9,485 shares; 2026Q1: 9,169 shares; 2026Q2: 9,085 shares 9,085 $3.43M 0.82% -84 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: 22,092 shares; 2024Q4: 20,674 shares; 2025Q1: 17,963 shares; 2025Q2: 18,016 shares; 2025Q3: 25,404 shares; 2025Q4: 23,143 shares; 2026Q1: 18,052 shares; 2026Q2: 30,619 shares 30,619 $3.38M 0.8% +12,567 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: 13,012 shares; 2024Q4: 13,086 shares; 2025Q1: 12,591 shares; 2025Q2: 14,422 shares; 2025Q3: 15,073 shares; 2025Q4: 14,725 shares; 2026Q1: 13,889 shares; 2026Q2: 13,466 shares 13,466 $3.21M 0.76% -423 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: 23,621 shares; 2024Q4: 24,363 shares; 2025Q1: 22,627 shares; 2025Q2: 23,892 shares; 2025Q3: 22,612 shares; 2025Q4: 23,668 shares; 2026Q1: 29,025 shares; 2026Q2: 29,860 shares 29,860 $3.1M 0.74% +835 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: 3,022 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,916 shares; 2025Q3: 4,404 shares; 2025Q4: 4,406 shares; 2026Q1: 4,162 shares; 2026Q2: 4,159 shares 4,159 $3.01M 0.72% -3 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: 3,343 shares; 2024Q4: 3,322 shares; 2025Q1: 3,210 shares; 2025Q2: 3,338 shares; 2025Q3: 3,331 shares; 2025Q4: 3,112 shares; 2026Q1: 3,063 shares; 2026Q2: 24,673 shares 24,673 $2.95M 0.7% +21,610 Timeline PMAR 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: 67,205 shares; 2024Q4: 67,205 shares; 2025Q1: 65,615 shares; 2025Q2: 65,615 shares; 2025Q3: 65,615 shares; 2025Q4: 65,268 shares; 2026Q1: 62,633 shares; 2026Q2: 59,533 shares 59,533 $2.84M 0.68% -3,100 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,771 shares; 2025Q4: 7,600 shares; 2026Q1: 12,744 shares; 2026Q2: 16,845 shares 16,845 $2.79M 0.66% +4,101 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: 3,476 shares; 2024Q4: 3,457 shares; 2025Q1: 3,557 shares; 2025Q2: 3,598 shares; 2025Q3: 3,591 shares; 2025Q4: 3,579 shares; 2026Q1: 3,073 shares; 2026Q2: 2,971 shares 2,971 $2.78M 0.66% -102 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: 17,133 shares; 2024Q4: 16,921 shares; 2025Q1: 17,103 shares; 2025Q2: 17,077 shares; 2025Q3: 17,323 shares; 2025Q4: 13,648 shares; 2026Q1: 10,468 shares; 2026Q2: 10,496 shares 10,496 $2.48M 0.59% +28 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: 55,028 shares; 2024Q4: 56,358 shares; 2025Q1: 56,358 shares; 2025Q2: 56,358 shares; 2025Q3: 55,028 shares; 2025Q4: 55,028 shares; 2026Q1: 55,028 shares; 2026Q2: 54,628 shares 54,628 $2.42M 0.58% -400 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: 3,596 shares; 2024Q4: 3,702 shares; 2025Q1: 3,902 shares; 2025Q2: 6,453 shares; 2025Q3: 7,829 shares; 2025Q4: 7,822 shares; 2026Q1: 7,413 shares; 2026Q2: 7,354 shares 7,354 $2.41M 0.57% -59 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,539 shares; 2024Q4: 35,069 shares; 2025Q1: 34,465 shares; 2025Q2: 35,225 shares; 2025Q3: 33,281 shares; 2025Q4: 33,935 shares; 2026Q1: 33,503 shares; 2026Q2: 34,811 shares 34,811 $2.38M 0.57% +1,308 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: 1,889 shares; 2024Q4: 1,889 shares; 2025Q1: 1,728 shares; 2025Q2: 2,159 shares; 2025Q3: 5,327 shares; 2025Q4: 5,327 shares; 2026Q1: 5,334 shares; 2026Q2: 5,350 shares 5,350 $2.25M 0.54% +16 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,027 shares; 2024Q4: 37,920 shares; 2025Q1: 28,606 shares; 2025Q2: 28,794 shares; 2025Q3: 27,190 shares; 2025Q4: 26,992 shares; 2026Q1: 24,607 shares; 2026Q2: 21,747 shares 21,747 $2.22M 0.53% -2,860 Timeline JTEK 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: 185 shares; 2025Q3: 7,500 shares; 2025Q4: 9,083 shares; 2026Q1: 14,390 shares; 2026Q2: 19,733 shares 19,733 $2.2M 0.52% +5,343 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: 4,898 shares; 2024Q4: 4,901 shares; 2025Q1: 4,176 shares; 2025Q2: 5,131 shares; 2025Q3: 5,985 shares; 2025Q4: 5,819 shares; 2026Q1: 5,755 shares; 2026Q2: 6,114 shares 6,114 $2.16M 0.51% +359 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,687 shares; 2025Q3: 14,820 shares; 2025Q4: 14,848 shares; 2026Q1: 14,873 shares; 2026Q2: 14,718 shares 14,718 $2.15M 0.51% -155 Timeline PDEC 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: 47,728 shares; 2024Q4: 47,728 shares; 2025Q1: 47,728 shares; 2025Q2: 47,728 shares; 2025Q3: 47,728 shares; 2025Q4: 47,638 shares; 2026Q1: 46,048 shares; 2026Q2: 45,848 shares 45,848 $2.1M 0.5% -200 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: 781 shares; 2024Q4: 897 shares; 2025Q1: 1,081 shares; 2025Q2: 3,340 shares; 2025Q3: 9,840 shares; 2025Q4: 9,760 shares; 2026Q1: 10,509 shares; 2026Q2: 17,856 shares 17,856 $2.08M 0.5% +7,347 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: 153 shares; 2024Q4: 134 shares; 2025Q1: 125 shares; 2025Q2: 572 shares; 2025Q3: 907 shares; 2025Q4: 1,465 shares; 2026Q1: 1,963 shares; 2026Q2: 2,674 shares 2,674 $2M 0.48% +711 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: 1,614 shares; 2024Q4: 1,590 shares; 2025Q1: 1,649 shares; 2025Q2: 1,707 shares; 2025Q3: 1,676 shares; 2025Q4: 1,672 shares; 2026Q1: 1,655 shares; 2026Q2: 1,664 shares 1,664 $2M 0.48% +9 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: 121,763 shares; 2024Q4: 125,310 shares; 2025Q1: 38,020 shares; 2025Q2: 31,701 shares; 2025Q3: 28,420 shares; 2025Q4: 28,357 shares; 2026Q1: 24,943 shares; 2026Q2: 24,737 shares 24,737 $1.91M 0.45% -206 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: 3,346 shares; 2024Q4: 3,284 shares; 2025Q1: 3,286 shares; 2025Q2: 4,497 shares; 2025Q3: 5,108 shares; 2025Q4: 5,435 shares; 2026Q1: 5,492 shares; 2026Q2: 5,330 shares 5,330 $1.88M 0.45% -162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 898 shares; 2026Q1: 874 shares; 2026Q2: 6,120 shares 6,120 $1.85M 0.44% +5,246 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: 21,187 shares; 2024Q4: 21,205 shares; 2025Q1: 20,100 shares; 2025Q2: 23,698 shares; 2025Q3: 22,168 shares; 2025Q4: 22,205 shares; 2026Q1: 21,035 shares; 2026Q2: 20,645 shares 20,645 $1.81M 0.43% -390 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: 35,586 shares; 2024Q4: 36,236 shares; 2025Q1: 10,274 shares; 2025Q2: 8,498 shares; 2025Q3: 7,424 shares; 2025Q4: 7,398 shares; 2026Q1: 5,998 shares; 2026Q2: 5,989 shares 5,989 $1.8M 0.43% -9 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: 3,723 shares; 2024Q4: 3,818 shares; 2025Q1: 3,753 shares; 2025Q2: 4,556 shares; 2025Q3: 5,030 shares; 2025Q4: 5,036 shares; 2026Q1: 4,829 shares; 2026Q2: 4,892 shares 4,892 $1.68M 0.4% +63 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: 8,154 shares; 2024Q4: 8,131 shares; 2025Q1: 7,246 shares; 2025Q2: 7,534 shares; 2025Q3: 7,522 shares; 2025Q4: 13,914 shares; 2026Q1: 13,505 shares; 2026Q2: 12,612 shares 12,612 $1.48M 0.35% -893 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: 25,949 shares; 2024Q4: 25,949 shares; 2025Q1: 34,596 shares; 2025Q2: 34,596 shares; 2025Q3: 34,596 shares; 2025Q4: 34,596 shares; 2026Q1: 34,421 shares; 2026Q2: 34,296 shares 34,296 $1.48M 0.35% -125 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 4,122 shares; 2025Q3: 6,049 shares; 2025Q4: 6,068 shares; 2026Q1: 6,034 shares; 2026Q2: 7,031 shares 7,031 $1.47M 0.35% +997 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,357 shares; 2024Q4: 1,370 shares; 2025Q1: 1,424 shares; 2025Q2: 1,860 shares; 2025Q3: 2,577 shares; 2025Q4: 2,721 shares; 2026Q1: 2,322 shares; 2026Q2: 2,605 shares 2,605 $1.47M 0.35% +283 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: 939 shares; 2024Q4: 902 shares; 2025Q1: 903 shares; 2025Q2: 1,729 shares; 2025Q3: 1,768 shares; 2025Q4: 1,805 shares; 2026Q1: 1,829 shares; 2026Q2: 1,902 shares 1,902 $1.31M 0.31% +73 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: 10,588 shares; 2024Q4: 10,570 shares; 2025Q1: 8,459 shares; 2025Q2: 8,638 shares; 2025Q3: 8,410 shares; 2025Q4: 8,936 shares; 2026Q1: 8,739 shares; 2026Q2: 8,125 shares 8,125 $1.29M 0.31% -614 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: 345 shares; 2024Q4: 349 shares; 2025Q1: 414 shares; 2025Q2: 1,373 shares; 2025Q3: 1,870 shares; 2025Q4: 1,826 shares; 2026Q1: 1,829 shares; 2026Q2: 2,182 shares 2,182 $1.27M 0.3% +353 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: 603 shares; 2024Q4: 604 shares; 2025Q1: 605 shares; 2025Q2: 7,334 shares; 2025Q3: 10,874 shares; 2025Q4: 10,753 shares; 2026Q1: 10,532 shares; 2026Q2: 10,446 shares 10,446 $1.23M 0.29% -86 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,140 shares; 2024Q4: 8,055 shares; 2025Q1: 7,955 shares; 2025Q2: 7,955 shares; 2025Q3: 7,955 shares; 2025Q4: 7,955 shares; 2026Q1: 7,955 shares; 2026Q2: 7,955 shares 7,955 $1.22M 0.29% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 3,216 shares; 2025Q1: 17,210 shares; 2025Q2: 19,382 shares; 2025Q3: 20,502 shares; 2025Q4: 20,593 shares; 2026Q1: 21,102 shares; 2026Q2: 24,178 shares 24,178 $1.19M 0.28% +3,076 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: 19,636 shares; 2025Q2: 22,683 shares; 2025Q3: 22,972 shares; 2025Q4: 22,577 shares; 2026Q1: 21,697 shares; 2026Q2: 18,022 shares 18,022 $1.18M 0.28% -3,675 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 588 shares; 2025Q3: 974 shares; 2025Q4: 967 shares; 2026Q1: 971 shares; 2026Q2: 966 shares 966 $1.13M 0.27% -5 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 1,781 shares; 2025Q3: 2,878 shares; 2025Q4: 3,199 shares; 2026Q1: 2,816 shares; 2026Q2: 2,814 shares 2,814 $1.12M 0.27% -2 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: 8,615 shares; 2024Q4: 8,352 shares; 2025Q1: 7,570 shares; 2025Q2: 7,577 shares; 2025Q3: 7,509 shares; 2025Q4: 7,715 shares; 2026Q1: 7,486 shares; 2026Q2: 7,417 shares 7,417 $1.09M 0.26% -69 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,032 shares; 2025Q3: 10,612 shares; 2025Q4: 11,660 shares; 2026Q1: 11,783 shares; 2026Q2: 13,784 shares 13,784 $1.09M 0.26% +2,001 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,143 shares; 2025Q3: 13,149 shares; 2025Q4: 14,291 shares; 2026Q1: 14,302 shares; 2026Q2: 28,466 shares 28,466 $1.08M 0.26% +14,164 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,617 shares; 2024Q4: 9,591 shares; 2025Q1: 9,224 shares; 2025Q2: 8,737 shares; 2025Q3: 8,726 shares; 2025Q4: 8,827 shares; 2026Q1: 7,986 shares; 2026Q2: 7,791 shares 7,791 $1.07M 0.26% -195 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,370 shares; 2025Q3: 1,431 shares; 2025Q4: 1,429 shares; 2026Q1: 1,430 shares; 2026Q2: 1,431 shares 1,431 $1.02M 0.24% +1 Timeline SPYD 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: 20,360 shares; 2025Q2: 20,436 shares; 2025Q3: 20,507 shares; 2025Q4: 20,590 shares; 2026Q1: 20,656 shares; 2026Q2: 20,732 shares 20,732 $989K 0.24% +76 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: 3,840 shares; 2024Q4: 3,862 shares; 2025Q1: 3,875 shares; 2025Q2: 3,886 shares; 2025Q3: 3,911 shares; 2025Q4: 3,917 shares; 2026Q1: 3,924 shares; 2026Q2: 3,929 shares 3,929 $967K 0.23% +5 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: 1,003 shares; 2024Q4: 1,442 shares; 2025Q1: 1,849 shares; 2025Q2: 2,841 shares; 2025Q3: 2,824 shares; 2025Q4: 2,929 shares; 2026Q1: 2,845 shares; 2026Q2: 2,829 shares 2,829 $947K 0.23% -16 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: 4,426 shares; 2024Q4: 4,352 shares; 2025Q1: 4,352 shares; 2025Q2: 8,727 shares; 2025Q3: 11,209 shares; 2025Q4: 10,990 shares; 2026Q1: 11,136 shares; 2026Q2: 11,643 shares 11,643 $945K 0.22% +507 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: 5,078 shares; 2024Q4: 5,081 shares; 2025Q1: 4,927 shares; 2025Q2: 6,893 shares; 2025Q3: 8,100 shares; 2025Q4: 8,016 shares; 2026Q1: 7,537 shares; 2026Q2: 6,395 shares 6,395 $938K 0.22% -1,142 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 289 shares; 2025Q3: 418 shares; 2025Q4: 420 shares; 2026Q1: 427 shares; 2026Q2: 450 shares 450 $895K 0.21% +23 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: 21,778 shares; 2024Q4: 21,778 shares; 2025Q1: 21,778 shares; 2025Q2: 21,778 shares; 2025Q3: 21,778 shares; 2025Q4: 21,778 shares; 2026Q1: 21,778 shares; 2026Q2: 21,778 shares 21,778 $875K 0.21% 0 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: 1,286 shares; 2024Q4: 2,630 shares; 2025Q1: 2,931 shares; 2025Q2: 3,154 shares; 2025Q3: 3,221 shares; 2025Q4: 3,101 shares; 2026Q1: 2,717 shares; 2026Q2: 2,536 shares 2,536 $865K 0.21% -181 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: 1,397 shares; 2024Q4: 1,438 shares; 2025Q1: 1,398 shares; 2025Q2: 1,651 shares; 2025Q3: 1,796 shares; 2025Q4: 1,781 shares; 2026Q1: 1,601 shares; 2026Q2: 1,645 shares 1,645 $845K 0.2% +44 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: 3,774 shares; 2024Q4: 3,777 shares; 2025Q1: 3,740 shares; 2025Q2: 3,698 shares; 2025Q3: 3,722 shares; 2025Q4: 3,609 shares; 2026Q1: 3,215 shares; 2026Q2: 3,183 shares 3,183 $801K 0.19% -32 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: 4,372 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,428 shares; 2025Q3: 4,564 shares; 2025Q4: 4,759 shares; 2026Q1: 4,808 shares; 2026Q2: 4,799 shares 4,799 $796K 0.19% -9 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: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,536 shares; 2025Q2: 5,267 shares; 2025Q3: 5,745 shares; 2025Q4: 5,743 shares; 2026Q1: 4,795 shares; 2026Q2: 5,388 shares 5,388 $790K 0.19% +593 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: 5,185 shares; 2024Q4: 5,185 shares; 2025Q1: 5,185 shares; 2025Q2: 5,185 shares; 2025Q3: 5,185 shares; 2025Q4: 5,185 shares; 2026Q1: 5,185 shares; 2026Q2: 5,185 shares 5,185 $789K 0.19% 0 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: 15,634 shares; 2024Q4: 15,634 shares; 2025Q1: 15,634 shares; 2025Q2: 15,634 shares; 2025Q3: 15,634 shares; 2025Q4: 15,634 shares; 2026Q1: 15,634 shares; 2026Q2: 15,634 shares 15,634 $779K 0.19% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,041 shares; 2024Q4: 4,037 shares; 2025Q1: 4,043 shares; 2025Q2: 6,140 shares; 2025Q3: 5,647 shares; 2025Q4: 5,673 shares; 2026Q1: 5,700 shares; 2026Q2: 5,756 shares 5,756 $740K 0.18% +56 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,205 shares; 2025Q3: 7,939 shares; 2025Q4: 12,190 shares; 2026Q1: 17,388 shares; 2026Q2: 18,010 shares 18,010 $725K 0.17% +622 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: 1,276 shares; 2024Q4: 1,301 shares; 2025Q1: 1,325 shares; 2025Q2: 7,711 shares; 2025Q3: 9,893 shares; 2025Q4: 11,287 shares; 2026Q1: 12,336 shares; 2026Q2: 12,654 shares 12,654 $715K 0.17% +318 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,600 shares; 2025Q3: 16,858 shares; 2025Q4: 16,921 shares; 2026Q1: 17,242 shares; 2026Q2: 17,452 shares 17,452 $714K 0.17% +210 Timeline JGRO 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: 7,179 shares; 2025Q3: 13,971 shares; 2025Q4: 17,821 shares; 2026Q1: 20,255 shares; 2026Q2: 7,109 shares 7,109 $701K 0.17% -13,146 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: 5,798 shares; 2024Q4: 4,200 shares; 2025Q1: 3,820 shares; 2025Q2: 3,612 shares; 2025Q3: 2,890 shares; 2025Q4: 2,747 shares; 2026Q1: 2,645 shares; 2026Q2: 2,698 shares 2,698 $685K 0.16% +53 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: 4,117 shares; 2024Q4: 3,945 shares; 2025Q1: 3,945 shares; 2025Q2: 6,002 shares; 2025Q3: 7,287 shares; 2025Q4: 7,272 shares; 2026Q1: 5,783 shares; 2026Q2: 5,829 shares 5,829 $660K 0.16% +46 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,831 shares; 2025Q3: 4,401 shares; 2025Q4: 4,351 shares; 2026Q1: 4,457 shares; 2026Q2: 4,203 shares 4,203 $656K 0.16% -254 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: 681 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 1,027 shares; 2025Q3: 1,032 shares; 2025Q4: 1,035 shares; 2026Q1: 977 shares; 2026Q2: 2,304 shares 2,304 $648K 0.15% +1,327 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: 797 shares; 2024Q4: 795 shares; 2025Q1: 927 shares; 2025Q2: 899 shares; 2025Q3: 989 shares; 2025Q4: 9,671 shares; 2026Q1: 9,629 shares; 2026Q2: 8,841 shares 8,841 $631K 0.15% -788 Timeline PJUN 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: 8,909 shares; 2024Q4: 8,909 shares; 2025Q1: 8,909 shares; 2025Q2: 15,838 shares; 2025Q3: 15,838 shares; 2025Q4: 15,838 shares; 2026Q1: 15,838 shares; 2026Q2: 14,559 shares 14,559 $629K 0.15% -1,279 Timeline PAPR 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: 20,013 shares; 2024Q4: 19,888 shares; 2025Q1: 19,888 shares; 2025Q2: 19,888 shares; 2025Q3: 19,888 shares; 2025Q4: 19,838 shares; 2026Q1: 16,640 shares; 2026Q2: 14,488 shares 14,488 $611K 0.15% -2,152 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: 2,651 shares; 2024Q4: 2,663 shares; 2025Q1: 2,464 shares; 2025Q2: 2,464 shares; 2025Q3: 2,484 shares; 2025Q4: 2,504 shares; 2026Q1: 2,459 shares; 2026Q2: 2,380 shares 2,380 $578K 0.14% -79 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,049 shares; 2025Q3: 1,121 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares 1,122 $572K 0.14% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,819 shares; 2024Q4: 3,271 shares; 2025Q1: 270 shares; 2025Q2: 9,448 shares; 2025Q3: 14,740 shares; 2025Q4: 15,900 shares; 2026Q1: 14,947 shares; 2026Q2: 13,498 shares 13,498 $571K 0.14% -1,449 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: 13,348 shares; 2024Q4: 13,348 shares; 2025Q1: 13,348 shares; 2025Q2: 13,348 shares; 2025Q3: 13,348 shares; 2025Q4: 13,348 shares; 2026Q1: 12,633 shares; 2026Q2: 11,467 shares 11,467 $568K 0.14% -1,166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 2,225 shares; 2025Q4: 2,232 shares; 2026Q1: 2,161 shares; 2026Q2: 2,166 shares 2,166 $554K 0.13% +5 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 2,490 shares; 2025Q3: 4,007 shares; 2025Q4: 3,530 shares; 2026Q1: 3,303 shares; 2026Q2: 3,271 shares 3,271 $553K 0.13% -32 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 5,385 shares; 2025Q1: 5,543 shares; 2025Q2: 6,608 shares; 2025Q3: not reported; 2025Q4: 10,617 shares; 2026Q1: 16,026 shares; 2026Q2: 18,677 shares 18,677 $550K 0.13% +2,651 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: 2,964 shares; 2024Q4: 2,375 shares; 2025Q1: 2,688 shares; 2025Q2: 2,752 shares; 2025Q3: 2,615 shares; 2025Q4: 2,604 shares; 2026Q1: 2,115 shares; 2026Q2: 1,993 shares 1,993 $539K 0.13% -122 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: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 621 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 528 shares; 2026Q2: 530 shares 530 $536K 0.13% +2 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: 1,162 shares; 2025Q1: 1,165 shares; 2025Q2: 1,215 shares; 2025Q3: not reported; 2025Q4: 1,220 shares; 2026Q1: 1,223 shares; 2026Q2: 1,225 shares 1,225 $531K 0.13% +2 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 787 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares 1,728 $515K 0.12% new 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: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 2,379 shares; 2025Q3: 2,807 shares; 2025Q4: 2,811 shares; 2026Q1: 2,612 shares; 2026Q2: 2,644 shares 2,644 $502K 0.12% +32 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 428 shares; 2026Q2: 438 shares 438 $500K 0.12% +10 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,383 shares; 2024Q4: 13,626 shares; 2025Q1: 13,515 shares; 2025Q2: 12,342 shares; 2025Q3: 11,883 shares; 2025Q4: 12,307 shares; 2026Q1: 9,133 shares; 2026Q2: 9,074 shares 9,074 $486K 0.12% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,847 shares; 2025Q4: 1,851 shares; 2026Q1: 1,861 shares; 2026Q2: 1,863 shares 1,863 $485K 0.12% +2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 966 shares; 2025Q3: not reported; 2025Q4: 1,606 shares; 2026Q1: 1,633 shares; 2026Q2: 2,734 shares 2,734 $482K 0.11% +1,101 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,366 shares; 2025Q3: 2,870 shares; 2025Q4: 2,874 shares; 2026Q1: 2,877 shares; 2026Q2: 2,918 shares 2,918 $481K 0.11% +41 Timeline VYMI 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: 604 shares; 2024Q4: 582 shares; 2025Q1: 672 shares; 2025Q2: 3,481 shares; 2025Q3: 4,084 shares; 2025Q4: 4,333 shares; 2026Q1: 4,784 shares; 2026Q2: 4,834 shares 4,834 $475K 0.11% +50 Timeline PJUL 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: 26,190 shares; 2024Q4: 19,190 shares; 2025Q1: 19,190 shares; 2025Q2: 19,190 shares; 2025Q3: 19,190 shares; 2025Q4: 19,190 shares; 2026Q1: 17,190 shares; 2026Q2: 9,680 shares 9,680 $472K 0.11% -7,510 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,091 shares; 2026Q2: 1,103 shares 1,103 $470K 0.11% +12 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: 403 shares; 2025Q1: 525 shares; 2025Q2: 1,030 shares; 2025Q3: 1,466 shares; 2025Q4: 1,355 shares; 2026Q1: 1,226 shares; 2026Q2: 1,177 shares 1,177 $468K 0.11% -49 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: 1,646 shares; 2024Q4: 1,650 shares; 2025Q1: 1,590 shares; 2025Q2: 4,540 shares; 2025Q3: 7,891 shares; 2025Q4: 8,943 shares; 2026Q1: 8,458 shares; 2026Q2: 2,183 shares 2,183 $464K 0.11% -6,275 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: 3,111 shares; 2024Q4: 3,003 shares; 2025Q1: 2,768 shares; 2025Q2: 2,718 shares; 2025Q3: 2,300 shares; 2025Q4: 2,079 shares; 2026Q1: 1,909 shares; 2026Q2: 1,909 shares 1,909 $463K 0.11% 0 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,926 shares; 2025Q3: 5,479 shares; 2025Q4: 5,586 shares; 2026Q1: 5,739 shares; 2026Q2: 5,819 shares 5,819 $461K 0.11% +80 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 1,365 shares; 2025Q4: 1,369 shares; 2026Q1: 1,372 shares; 2026Q2: 1,391 shares 1,391 $459K 0.11% +19 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 4,474 shares; 2025Q4: 4,489 shares; 2026Q1: 4,617 shares; 2026Q2: 4,068 shares 4,068 $453K 0.11% -549 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: 5,424 shares; 2024Q4: 5,426 shares; 2025Q1: 5,160 shares; 2025Q2: 5,114 shares; 2025Q3: 5,114 shares; 2025Q4: 5,114 shares; 2026Q1: 2,014 shares; 2026Q2: 2,014 shares 2,014 $439K 0.1% 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 862 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 917 shares; 2026Q2: 917 shares 917 $438K 0.1% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 3,010 shares; 2025Q1: 5,789 shares; 2025Q2: 7,086 shares; 2025Q3: 6,720 shares; 2025Q4: 5,608 shares; 2026Q1: 5,208 shares; 2026Q2: 7,492 shares 7,492 $436K 0.1% +2,284 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 4,295 shares; 2025Q3: 6,545 shares; 2025Q4: 6,532 shares; 2026Q1: 6,554 shares; 2026Q2: 5,391 shares 5,391 $422K 0.1% -1,163 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: 4,760 shares; 2025Q4: 4,765 shares; 2026Q1: 4,769 shares; 2026Q2: 4,829 shares 4,829 $420K 0.1% +60 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,863 shares; 2025Q3: 5,706 shares; 2025Q4: 5,711 shares; 2026Q1: 5,858 shares; 2026Q2: 5,933 shares 5,933 $418K 0.1% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,278 shares; 2025Q3: 5,155 shares; 2025Q4: 5,003 shares; 2026Q1: 5,041 shares; 2026Q2: 5,033 shares 5,033 $416K 0.1% -8 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $413K 0.1% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,641 shares; 2024Q4: 2,486 shares; 2025Q1: 2,490 shares; 2025Q2: 2,494 shares; 2025Q3: 2,498 shares; 2025Q4: 2,472 shares; 2026Q1: 2,475 shares; 2026Q2: 2,478 shares 2,478 $407K 0.1% +3 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 100 shares; 2025Q2: 862 shares; 2025Q3: 1,199 shares; 2025Q4: 1,063 shares; 2026Q1: 1,106 shares; 2026Q2: 1,426 shares 1,426 $401K 0.1% +320 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: 310 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 310 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311 shares; 2026Q2: 376 shares 376 $400K 0.1% +65 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 104,698 shares; 2025Q2: 126,623 shares; 2025Q3: 138,989 shares; 2025Q4: 138,966 shares; 2026Q1: 135,924 shares; 2026Q2: 5,326 shares 5,326 $399K 0.09% -130,598 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: 3,755 shares; 2024Q4: 3,767 shares; 2025Q1: 3,702 shares; 2025Q2: 3,767 shares; 2025Q3: 3,757 shares; 2025Q4: 3,034 shares; 2026Q1: 2,590 shares; 2026Q2: 2,415 shares 2,415 $397K 0.09% -175 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,395 shares; 2025Q3: 4,858 shares; 2025Q4: 4,886 shares; 2026Q1: 4,886 shares; 2026Q2: 4,964 shares 4,964 $397K 0.09% +78 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: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 1,216 shares; 2025Q3: 1,672 shares; 2025Q4: 1,677 shares; 2026Q1: 1,682 shares; 2026Q2: 1,670 shares 1,670 $397K 0.09% -12 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 522 shares; 2025Q3: 775 shares; 2025Q4: 779 shares; 2026Q1: 763 shares; 2026Q2: 776 shares 776 $395K 0.09% +13 Timeline POCT 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: 8,461 shares; 2024Q4: 8,461 shares; 2025Q1: 8,461 shares; 2025Q2: 8,461 shares; 2025Q3: 8,461 shares; 2025Q4: 8,461 shares; 2026Q1: 8,461 shares; 2026Q2: 8,461 shares 8,461 $393K 0.09% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,894 shares; 2025Q3: 2,839 shares; 2025Q4: 2,839 shares; 2026Q1: 2,874 shares; 2026Q2: 2,645 shares 2,645 $386K 0.09% -229 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 2,891 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,754 shares 2,754 $385K 0.09% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 110 shares; 2025Q4: 112 shares; 2026Q1: 115 shares; 2026Q2: 120 shares 120 $384K 0.09% +5 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 595 shares; 2025Q2: 1,279 shares; 2025Q3: 1,662 shares; 2025Q4: 1,656 shares; 2026Q1: 1,296 shares; 2026Q2: 1,315 shares 1,315 $382K 0.09% +19 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 1,169 shares; 2025Q4: 1,000 shares; 2026Q1: 1,045 shares; 2026Q2: 1,603 shares 1,603 $381K 0.09% +558 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: 815 shares; 2024Q4: 815 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $379K 0.09% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 761 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares; 2026Q2: 4,298 shares 4,298 $370K 0.09% +3,582 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 717 shares; 2025Q4: 714 shares; 2026Q1: 735 shares; 2026Q2: 745 shares 745 $366K 0.09% +10 Timeline QYLD 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: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 7,245 shares; 2025Q3: 10,831 shares; 2025Q4: 11,863 shares; 2026Q1: 11,107 shares; 2026Q2: 18,767 shares 18,767 $346K 0.08% +7,660 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,868 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares; 2026Q1: 2,269 shares; 2026Q2: 2,224 shares 2,224 $345K 0.08% -45 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 3,075 shares; 2025Q2: 3,459 shares; 2025Q3: 2,857 shares; 2025Q4: 2,714 shares; 2026Q1: 2,046 shares; 2026Q2: 2,023 shares 2,023 $344K 0.08% -23 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: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: not reported; 2025Q4: 477 shares; 2026Q1: 477 shares; 2026Q2: 477 shares 477 $343K 0.08% 0 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: 452 shares; 2024Q4: 502 shares; 2025Q1: 153 shares; 2025Q2: 1,514 shares; 2025Q3: 4,629 shares; 2025Q4: 3,698 shares; 2026Q1: 3,236 shares; 2026Q2: 3,102 shares 3,102 $333K 0.08% -134 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,215 shares; 2025Q2: 1,220 shares; 2025Q3: 1,263 shares; 2025Q4: 1,139 shares; 2026Q1: 929 shares; 2026Q2: 930 shares 930 $329K 0.08% +1 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: 7,155 shares; 2024Q4: 7,155 shares; 2025Q1: 7,155 shares; 2025Q2: 7,155 shares; 2025Q3: 7,155 shares; 2025Q4: 7,155 shares; 2026Q1: 7,155 shares; 2026Q2: 7,135 shares 7,135 $326K 0.08% -20 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 1,048 shares; 2025Q3: 1,370 shares; 2025Q4: 1,265 shares; 2026Q1: 1,184 shares; 2026Q2: 1,187 shares 1,187 $323K 0.08% +3 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,191 shares; 2025Q2: 2,353 shares; 2025Q3: 2,008 shares; 2025Q4: 2,015 shares; 2026Q1: 2,020 shares; 2026Q2: 1,858 shares 1,858 $304K 0.07% -162 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,777 shares; 2025Q3: 4,156 shares; 2025Q4: 3,178 shares; 2026Q1: 3,193 shares; 2026Q2: 3,218 shares 3,218 $293K 0.07% +25 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,027 shares; 2024Q4: 9,498 shares; 2025Q1: 13,081 shares; 2025Q2: 13,407 shares; 2025Q3: 8,848 shares; 2025Q4: 4,752 shares; 2026Q1: 9,181 shares; 2026Q2: 5,858 shares 5,858 $293K 0.07% -3,323 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: 11,645 shares; 2024Q4: 9,771 shares; 2025Q1: 9,776 shares; 2025Q2: 10,797 shares; 2025Q3: 7,654 shares; 2025Q4: 7,897 shares; 2026Q1: 5,787 shares; 2026Q2: 5,775 shares 5,775 $292K 0.07% -12 Timeline VPL 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: 3,619 shares; 2024Q4: 3,673 shares; 2025Q1: 3,252 shares; 2025Q2: 3,073 shares; 2025Q3: 3,078 shares; 2025Q4: 3,104 shares; 2026Q1: 2,995 shares; 2026Q2: 2,520 shares 2,520 $292K 0.07% -475 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 830 shares; 2025Q3: 846 shares; 2025Q4: 848 shares; 2026Q1: 849 shares; 2026Q2: 850 shares 850 $291K 0.07% +1 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 291 shares; 2026Q2: 291 shares 291 $285K 0.07% 0 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: 1,359 shares; 2024Q4: 1,320 shares; 2025Q1: 1,176 shares; 2025Q2: 1,411 shares; 2025Q3: 1,467 shares; 2025Q4: 1,395 shares; 2026Q1: 1,352 shares; 2026Q2: 1,420 shares 1,420 $281K 0.07% +68 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: 219 shares; 2024Q4: 221 shares; 2025Q1: 223 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares; 2026Q2: 1,994 shares 1,994 $279K 0.07% +1 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: 742 shares; 2024Q4: 816 shares; 2025Q1: 1,140 shares; 2025Q2: 1,274 shares; 2025Q3: 1,347 shares; 2025Q4: 1,180 shares; 2026Q1: 853 shares; 2026Q2: 856 shares 856 $273K 0.06% +3 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 587 shares; 2025Q3: 874 shares; 2025Q4: 876 shares; 2026Q1: 798 shares; 2026Q2: 786 shares 786 $268K 0.06% -12 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 69 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 133 shares; 2026Q2: 134 shares 134 $262K 0.06% +1 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: 2,637 shares; 2024Q4: 2,644 shares; 2025Q1: 2,651 shares; 2025Q2: 3,511 shares; 2025Q3: 4,515 shares; 2025Q4: 4,528 shares; 2026Q1: 3,925 shares; 2026Q2: 2,850 shares 2,850 $259K 0.06% -1,075 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1,665 shares; 2025Q3: 2,790 shares; 2025Q4: 2,809 shares; 2026Q1: 2,794 shares; 2026Q2: 2,794 shares 2,794 $257K 0.06% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 601 shares; 2025Q4: 586 shares; 2026Q1: 603 shares; 2026Q2: 610 shares 610 $254K 0.06% +7 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 4,787 shares; 2026Q1: 4,787 shares; 2026Q2: 4,136 shares 4,136 $249K 0.06% -651 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: 722 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares 621 $233K 0.06% new 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: 5,919 shares; 2024Q4: 6,177 shares; 2025Q1: 1,621 shares; 2025Q2: 1,731 shares; 2025Q3: 1,697 shares; 2025Q4: 1,695 shares; 2026Q1: 1,300 shares; 2026Q2: 1,048 shares 1,048 $230K 0.05% -252 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,137 shares 1,137 $227K 0.05% new Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,865 shares; 2026Q1: not reported; 2026Q2: 5,865 shares 5,865 $214K 0.05% new Timeline SCHV 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: 1,950 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,102 shares 6,102 $212K 0.05% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,566 shares; 2024Q4: 9,511 shares; 2025Q1: 7,098 shares; 2025Q2: 5,654 shares; 2025Q3: 5,924 shares; 2025Q4: 5,581 shares; 2026Q1: 5,207 shares; 2026Q2: 4,651 shares 4,651 $205K 0.05% -556 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 514 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 516 shares 516 $203K 0.05% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,385 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,387 shares 2,387 $202K 0.05% new Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,758 shares 5,758 $202K 0.05% new Timeline