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: 1,093,878 shares; 2024Q4: 1,084,468 shares; 2025Q1: 1,044,347 shares; 2025Q2: 1,048,931 shares; 2025Q3: 1,049,246 shares; 2025Q4: 1,101,330 shares; 2026Q1: 1,037,646 shares; 2026Q2: 1,017,512 shares 1,017,512 $350M 12.67% -20,134 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612,759 shares; 2024Q4: 1,624,275 shares; 2025Q1: 1,583,834 shares; 2025Q2: 1,596,618 shares; 2025Q3: 1,630,984 shares; 2025Q4: 1,772,568 shares; 2026Q1: 1,617,571 shares; 2026Q2: 1,659,794 shares 1,659,794 $164M 5.95% +42,223 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: 1,268,138 shares; 2024Q4: 1,286,013 shares; 2025Q1: 1,256,999 shares; 2025Q2: 1,268,305 shares; 2025Q3: 1,281,451 shares; 2025Q4: 1,356,502 shares; 2026Q1: 1,298,019 shares; 2026Q2: 1,286,823 shares 1,286,823 $115M 4.15% -11,196 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,396,545 shares; 2024Q4: 1,479,320 shares; 2025Q1: 1,658,409 shares; 2025Q2: 1,813,687 shares; 2025Q3: 1,950,581 shares; 2025Q4: 1,982,606 shares; 2026Q1: 2,013,662 shares; 2026Q2: 2,159,245 shares 2,159,245 $109M 3.94% +145,583 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: 236,431 shares; 2024Q4: 236,267 shares; 2025Q1: 231,116 shares; 2025Q2: 237,208 shares; 2025Q3: 239,167 shares; 2025Q4: 257,702 shares; 2026Q1: 1,021,155 shares; 2026Q2: 1,014,936 shares 1,014,936 $81.8M 2.96% -6,219 Timeline PBUS 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: 410,272 shares; 2024Q4: 428,705 shares; 2025Q1: 445,597 shares; 2025Q2: 540,917 shares; 2025Q3: 633,908 shares; 2025Q4: 899,873 shares; 2026Q1: 972,994 shares; 2026Q2: 1,031,900 shares 1,031,900 $77.2M 2.8% +58,906 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: 619,068 shares; 2024Q4: 668,072 shares; 2025Q1: 724,143 shares; 2025Q2: 804,106 shares; 2025Q3: 833,386 shares; 2025Q4: 1,249,389 shares; 2026Q1: 1,468,130 shares; 2026Q2: 1,487,657 shares 1,487,657 $74.6M 2.7% +19,527 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: 661,581 shares; 2024Q4: 671,473 shares; 2025Q1: 684,409 shares; 2025Q2: 776,230 shares; 2025Q3: 835,785 shares; 2025Q4: 872,166 shares; 2026Q1: 894,526 shares; 2026Q2: 950,783 shares 950,783 $73.3M 2.65% +56,257 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902,496 shares; 2024Q4: 929,344 shares; 2025Q1: 930,964 shares; 2025Q2: 995,264 shares; 2025Q3: 957,981 shares; 2025Q4: 975,844 shares; 2026Q1: 950,031 shares; 2026Q2: 991,806 shares 991,806 $61.7M 2.23% +41,775 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187,094 shares; 2024Q4: 1,197,997 shares; 2025Q1: 1,276,388 shares; 2025Q2: 1,312,504 shares; 2025Q3: 1,341,064 shares; 2025Q4: 1,007,608 shares; 2026Q1: 1,182,871 shares; 2026Q2: 1,216,166 shares 1,216,166 $61.6M 2.23% +33,295 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643,691 shares; 2024Q4: 673,415 shares; 2025Q1: 721,996 shares; 2025Q2: 777,148 shares; 2025Q3: 948,966 shares; 2025Q4: 990,479 shares; 2026Q1: 983,958 shares; 2026Q2: 1,028,101 shares 1,028,101 $60.6M 2.19% +44,143 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: 551,103 shares; 2024Q4: 582,235 shares; 2025Q1: 613,671 shares; 2025Q2: 657,869 shares; 2025Q3: 674,230 shares; 2025Q4: 696,254 shares; 2026Q1: 667,303 shares; 2026Q2: 674,005 shares 674,005 $60.6M 2.19% +6,702 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,696 shares; 2024Q4: 347,703 shares; 2025Q1: 347,578 shares; 2025Q2: 360,983 shares; 2025Q3: 332,723 shares; 2025Q4: 338,766 shares; 2026Q1: 325,342 shares; 2026Q2: 340,582 shares 340,582 $60.2M 2.18% +15,240 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764,412 shares; 2024Q4: 779,952 shares; 2025Q1: 701,847 shares; 2025Q2: 714,115 shares; 2025Q3: 733,030 shares; 2025Q4: 543,548 shares; 2026Q1: 633,113 shares; 2026Q2: 654,789 shares 654,789 $60M 2.17% +21,676 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: 493,552 shares; 2024Q4: 500,486 shares; 2025Q1: 532,584 shares; 2025Q2: 558,897 shares; 2025Q3: 579,633 shares; 2025Q4: 959,528 shares; 2026Q1: 1,144,116 shares; 2026Q2: 1,185,486 shares 1,185,486 $60M 2.17% +41,370 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: 327,579 shares; 2024Q4: 333,948 shares; 2025Q1: 338,486 shares; 2025Q2: 346,981 shares; 2025Q3: 381,909 shares; 2025Q4: 411,166 shares; 2026Q1: 397,764 shares; 2026Q2: 394,268 shares 394,268 $58.5M 2.12% -3,496 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE 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: 1,112,008 shares; 2025Q4: 1,162,052 shares; 2026Q1: 1,186,900 shares; 2026Q2: 1,255,404 shares 1,255,404 $58M 2.1% +68,504 Timeline VTC 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: 715,827 shares; 2024Q4: 722,809 shares; 2025Q1: 706,488 shares; 2025Q2: 712,370 shares; 2025Q3: 726,560 shares; 2025Q4: 805,738 shares; 2026Q1: 716,102 shares; 2026Q2: 735,952 shares 735,952 $56.5M 2.05% +19,850 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: 151,479 shares; 2024Q4: 149,389 shares; 2025Q1: 137,337 shares; 2025Q2: 185,477 shares; 2025Q3: 177,531 shares; 2025Q4: 174,283 shares; 2026Q1: 180,657 shares; 2026Q2: 182,441 shares 182,441 $52.8M 1.91% +1,784 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: 1,022,597 shares; 2024Q4: 1,034,938 shares; 2025Q1: 947,542 shares; 2025Q2: 924,226 shares; 2025Q3: 832,256 shares; 2025Q4: 754,767 shares; 2026Q1: 641,037 shares; 2026Q2: 660,237 shares 660,237 $49.9M 1.8% +19,200 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: 84,269 shares; 2024Q4: 89,061 shares; 2025Q1: 97,635 shares; 2025Q2: 115,879 shares; 2025Q3: 124,256 shares; 2025Q4: 128,405 shares; 2026Q1: 136,093 shares; 2026Q2: 143,354 shares 143,354 $43.5M 1.57% +7,261 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: 175,763 shares; 2024Q4: 175,750 shares; 2025Q1: 206,316 shares; 2025Q2: 214,550 shares; 2025Q3: 196,281 shares; 2025Q4: 194,957 shares; 2026Q1: 210,440 shares; 2026Q2: 215,181 shares 215,181 $43.1M 1.56% +4,741 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: 687,133 shares; 2024Q4: 692,636 shares; 2025Q1: 680,953 shares; 2025Q2: 688,033 shares; 2025Q3: 690,207 shares; 2025Q4: 730,737 shares; 2026Q1: 703,555 shares; 2026Q2: 697,980 shares 697,980 $41.7M 1.51% -5,575 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: 318,541 shares; 2024Q4: 317,439 shares; 2025Q1: 304,159 shares; 2025Q2: 299,078 shares; 2025Q3: 294,521 shares; 2025Q4: 293,564 shares; 2026Q1: 533,714 shares; 2026Q2: 531,709 shares 531,709 $39M 1.41% -2,005 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904,458 shares; 2024Q4: 913,257 shares; 2025Q1: 886,460 shares; 2025Q2: 879,733 shares; 2025Q3: 907,040 shares; 2025Q4: 1,018,285 shares; 2026Q1: 1,024,609 shares; 2026Q2: 1,051,627 shares 1,051,627 $38.9M 1.41% +27,018 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: 453,707 shares; 2024Q4: 476,122 shares; 2025Q1: 539,487 shares; 2025Q2: 597,221 shares; 2025Q3: 621,969 shares; 2025Q4: 620,350 shares; 2026Q1: 666,463 shares; 2026Q2: 711,629 shares 711,629 $36.8M 1.33% +45,166 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704,355 shares; 2024Q4: 713,153 shares; 2025Q1: 707,807 shares; 2025Q2: 738,615 shares; 2025Q3: 751,791 shares; 2025Q4: 803,990 shares; 2026Q1: 901,961 shares; 2026Q2: 1,010,755 shares 1,010,755 $30M 1.09% +108,794 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: 52,934 shares; 2024Q4: 56,912 shares; 2025Q1: 56,498 shares; 2025Q2: 58,716 shares; 2025Q3: 59,136 shares; 2025Q4: 60,634 shares; 2026Q1: 70,940 shares; 2026Q2: 75,950 shares 75,950 $28.3M 1.03% +5,010 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: 92,911 shares; 2024Q4: 102,702 shares; 2025Q1: 108,511 shares; 2025Q2: 138,914 shares; 2025Q3: 179,199 shares; 2025Q4: 337,834 shares; 2026Q1: 365,934 shares; 2026Q2: 383,119 shares 383,119 $27.3M 0.99% +17,185 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: 73,041 shares; 2024Q4: 74,238 shares; 2025Q1: 81,500 shares; 2025Q2: 91,786 shares; 2025Q3: 95,870 shares; 2025Q4: 96,622 shares; 2026Q1: 107,590 shares; 2026Q2: 102,098 shares 102,098 $24.3M 0.88% -5,492 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: 52,258 shares; 2024Q4: 52,582 shares; 2025Q1: 53,917 shares; 2025Q2: 57,855 shares; 2025Q3: 59,437 shares; 2025Q4: 49,978 shares; 2026Q1: 60,518 shares; 2026Q2: 60,426 shares 60,426 $21.6M 0.78% -92 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,520 shares; 2024Q4: 178,738 shares; 2025Q1: 170,715 shares; 2025Q2: 180,272 shares; 2025Q3: 176,973 shares; 2025Q4: 181,345 shares; 2026Q1: 184,811 shares; 2026Q2: 187,972 shares 187,972 $20.2M 0.73% +3,161 Timeline JMST 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: 49,353 shares; 2024Q4: 123,668 shares; 2025Q1: 147,072 shares; 2025Q2: 230,052 shares; 2025Q3: 247,108 shares; 2025Q4: 281,874 shares; 2026Q1: 348,929 shares; 2026Q2: 317,774 shares 317,774 $16.2M 0.59% -31,155 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: 168,906 shares; 2024Q4: 510,214 shares; 2025Q1: 509,364 shares; 2025Q2: 509,754 shares; 2025Q3: 515,366 shares; 2025Q4: 505,898 shares; 2026Q1: 503,303 shares; 2026Q2: 497,068 shares 497,068 $15.8M 0.57% -6,235 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: 11,132 shares; 2024Q4: 11,296 shares; 2025Q1: 28,294 shares; 2025Q2: 29,587 shares; 2025Q3: 26,639 shares; 2025Q4: 26,439 shares; 2026Q1: 36,593 shares; 2026Q2: 36,063 shares 36,063 $13.6M 0.49% -530 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: 17,607 shares; 2024Q4: 19,455 shares; 2025Q1: 24,667 shares; 2025Q2: 26,854 shares; 2025Q3: 27,572 shares; 2025Q4: 23,772 shares; 2026Q1: 17,787 shares; 2026Q2: 17,563 shares 17,563 $12.7M 0.46% -224 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,903 shares; 2025Q3: 122,290 shares; 2025Q4: 119,455 shares; 2026Q1: 119,177 shares; 2026Q2: 116,832 shares 116,832 $11.9M 0.43% -2,345 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: 39,402 shares; 2024Q4: 39,559 shares; 2025Q1: 34,743 shares; 2025Q2: 32,582 shares; 2025Q3: 33,089 shares; 2025Q4: 32,607 shares; 2026Q1: 30,336 shares; 2026Q2: 31,760 shares 31,760 $10.4M 0.38% +1,424 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,819 shares; 2024Q4: 231,071 shares; 2025Q1: 250,648 shares; 2025Q2: 266,531 shares; 2025Q3: 276,608 shares; 2025Q4: 312,989 shares; 2026Q1: 345,477 shares; 2026Q2: 382,602 shares 382,602 $10.3M 0.37% +37,125 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281,300 shares; 2026Q2: 266,971 shares 266,971 $10.2M 0.37% -14,329 Timeline HYMB 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: 477,702 shares; 2024Q4: 518,235 shares; 2025Q1: 497,647 shares; 2025Q2: 447,152 shares; 2025Q3: 591,857 shares; 2025Q4: 642,347 shares; 2026Q1: 364,264 shares; 2026Q2: 370,616 shares 370,616 $9.43M 0.34% +6,352 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: 17,646 shares; 2024Q4: 17,718 shares; 2025Q1: 18,577 shares; 2025Q2: 19,917 shares; 2025Q3: 18,879 shares; 2025Q4: 16,212 shares; 2026Q1: 19,949 shares; 2026Q2: 20,867 shares 20,867 $8.78M 0.32% +918 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: 12,685 shares; 2024Q4: 13,275 shares; 2025Q1: 13,173 shares; 2025Q2: 12,612 shares; 2025Q3: 14,030 shares; 2025Q4: 16,058 shares; 2026Q1: 13,843 shares; 2026Q2: 14,981 shares 14,981 $8.44M 0.31% +1,138 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: 7,656 shares; 2024Q4: 7,638 shares; 2025Q1: 13,320 shares; 2025Q2: 9,871 shares; 2025Q3: 10,387 shares; 2025Q4: 8,600 shares; 2026Q1: 7,899 shares; 2026Q2: 7,777 shares 7,777 $8.28M 0.3% -122 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: 20,691 shares; 2024Q4: 20,809 shares; 2025Q1: 19,068 shares; 2025Q2: 19,751 shares; 2025Q3: 23,604 shares; 2025Q4: 24,253 shares; 2026Q1: 16,466 shares; 2026Q2: 23,451 shares 23,451 $8.27M 0.3% +6,985 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,948 shares; 2024Q4: 33,160 shares; 2025Q1: 32,044 shares; 2025Q2: 21,275 shares; 2025Q3: 21,389 shares; 2025Q4: 28,318 shares; 2026Q1: 29,063 shares; 2026Q2: 28,440 shares 28,440 $8.27M 0.3% -623 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: 80,092 shares; 2024Q4: 79,134 shares; 2025Q1: 68,138 shares; 2025Q2: 67,574 shares; 2025Q3: 69,981 shares; 2025Q4: 70,585 shares; 2026Q1: 69,448 shares; 2026Q2: 72,973 shares 72,973 $8.26M 0.3% +3,525 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: 17,456 shares; 2024Q4: 17,751 shares; 2025Q1: 17,761 shares; 2025Q2: 17,901 shares; 2025Q3: 18,628 shares; 2025Q4: 18,639 shares; 2026Q1: 16,411 shares; 2026Q2: 16,297 shares 16,297 $8.15M 0.3% -114 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: 54,814 shares; 2024Q4: 55,185 shares; 2025Q1: 48,801 shares; 2025Q2: 49,255 shares; 2025Q3: 25,231 shares; 2025Q4: 23,256 shares; 2026Q1: 21,695 shares; 2026Q2: 23,051 shares 23,051 $8.14M 0.29% +1,356 Timeline JMHI 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: 165,575 shares; 2026Q2: 160,435 shares 160,435 $8.12M 0.29% -5,140 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: 5,703 shares; 2024Q4: 5,532 shares; 2025Q1: 5,086 shares; 2025Q2: 8,324 shares; 2025Q3: 9,236 shares; 2025Q4: 8,999 shares; 2026Q1: 10,605 shares; 2026Q2: 10,872 shares 10,872 $8.12M 0.29% +267 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: 61,569 shares; 2024Q4: 64,312 shares; 2025Q1: 64,456 shares; 2025Q2: 65,918 shares; 2025Q3: 69,098 shares; 2025Q4: 70,135 shares; 2026Q1: 86,920 shares; 2026Q2: 67,816 shares 67,816 $7.97M 0.29% -19,104 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,941 shares; 2024Q4: 62,763 shares; 2025Q1: 74,541 shares; 2025Q2: 96,459 shares; 2025Q3: 117,588 shares; 2025Q4: 145,371 shares; 2026Q1: 168,800 shares; 2026Q2: 157,016 shares 157,016 $7.93M 0.29% -11,784 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: 30,595 shares; 2024Q4: 34,242 shares; 2025Q1: 35,911 shares; 2025Q2: 45,815 shares; 2025Q3: 56,386 shares; 2025Q4: 86,701 shares; 2026Q1: 92,599 shares; 2026Q2: 95,433 shares 95,433 $7.91M 0.29% +2,834 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: 8,108 shares; 2024Q4: 8,111 shares; 2025Q1: 7,602 shares; 2025Q2: 8,029 shares; 2025Q3: 8,570 shares; 2025Q4: 8,599 shares; 2026Q1: 7,859 shares; 2026Q2: 7,748 shares 7,748 $7.84M 0.28% -111 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: 12,109 shares; 2024Q4: 9,289 shares; 2025Q1: 5,966 shares; 2025Q2: 5,860 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares; 2026Q1: 93,107 shares; 2026Q2: 89,126 shares 89,126 $7.83M 0.28% -3,981 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,928 shares; 2026Q2: 67,912 shares 67,912 $7.41M 0.27% -2,016 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: 58,984 shares; 2024Q4: 61,159 shares; 2025Q1: 60,096 shares; 2025Q2: 54,714 shares; 2025Q3: 57,850 shares; 2025Q4: 55,829 shares; 2026Q1: 53,590 shares; 2026Q2: 53,763 shares 53,763 $7.35M 0.27% +173 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: 86,397 shares; 2024Q4: 89,705 shares; 2025Q1: 93,662 shares; 2025Q2: 98,238 shares; 2025Q3: 102,671 shares; 2025Q4: 103,089 shares; 2026Q1: 114,431 shares; 2026Q2: 125,712 shares 125,712 $7.16M 0.26% +11,281 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: 4,206 shares; 2024Q4: 4,324 shares; 2025Q1: 4,405 shares; 2025Q2: 4,686 shares; 2025Q3: 5,120 shares; 2025Q4: 5,876 shares; 2026Q1: 6,881 shares; 2026Q2: 7,364 shares 7,364 $6.89M 0.25% +483 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: 29,621 shares; 2024Q4: 30,252 shares; 2025Q1: 26,172 shares; 2025Q2: 26,300 shares; 2025Q3: 27,635 shares; 2025Q4: 27,532 shares; 2026Q1: 25,018 shares; 2026Q2: 26,233 shares 26,233 $6.66M 0.24% +1,215 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: 39,986 shares; 2024Q4: 40,795 shares; 2025Q1: 42,630 shares; 2025Q2: 45,203 shares; 2025Q3: 46,228 shares; 2025Q4: 48,050 shares; 2026Q1: 55,671 shares; 2026Q2: 62,293 shares 62,293 $6M 0.22% +6,622 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: 5,235 shares; 2024Q4: 5,766 shares; 2025Q1: 5,918 shares; 2025Q2: 6,115 shares; 2025Q3: 6,430 shares; 2025Q4: 5,926 shares; 2026Q1: 4,845 shares; 2026Q2: 4,985 shares 4,985 $5.98M 0.22% +140 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: 22,486 shares; 2024Q4: 22,599 shares; 2025Q1: 22,508 shares; 2025Q2: 24,460 shares; 2025Q3: 25,618 shares; 2025Q4: 24,571 shares; 2026Q1: 26,848 shares; 2026Q2: 27,681 shares 27,681 $5.79M 0.21% +833 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: 28,748 shares; 2024Q4: 29,732 shares; 2025Q1: 29,702 shares; 2025Q2: 30,850 shares; 2025Q3: 43,126 shares; 2025Q4: 44,338 shares; 2026Q1: 38,485 shares; 2026Q2: 63,334 shares 63,334 $5.75M 0.21% +24,849 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: 17,975 shares; 2024Q4: 18,448 shares; 2025Q1: 19,828 shares; 2025Q2: 19,865 shares; 2025Q3: 18,546 shares; 2025Q4: 18,072 shares; 2026Q1: 19,928 shares; 2026Q2: 22,814 shares 22,814 $5.74M 0.21% +2,886 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: 27,418 shares; 2024Q4: 27,982 shares; 2025Q1: 29,351 shares; 2025Q2: 29,631 shares; 2025Q3: 30,590 shares; 2025Q4: 29,178 shares; 2026Q1: 28,263 shares; 2026Q2: 29,940 shares 29,940 $5.68M 0.21% +1,677 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: 7,929 shares; 2024Q4: 8,279 shares; 2025Q1: 7,968 shares; 2025Q2: 7,487 shares; 2025Q3: 8,743 shares; 2025Q4: 10,005 shares; 2026Q1: 10,321 shares; 2026Q2: 10,703 shares 10,703 $5.55M 0.2% +382 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,633 shares; 2024Q4: 25,649 shares; 2025Q1: 26,724 shares; 2025Q2: 27,633 shares; 2025Q3: 29,142 shares; 2025Q4: 30,037 shares; 2026Q1: 31,521 shares; 2026Q2: 33,066 shares 33,066 $5.48M 0.2% +1,545 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,725 shares; 2024Q4: 66,141 shares; 2025Q1: 69,008 shares; 2025Q2: 62,814 shares; 2025Q3: 66,805 shares; 2025Q4: 74,801 shares; 2026Q1: 90,351 shares; 2026Q2: 107,003 shares 107,003 $5.41M 0.2% +16,652 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: 38,126 shares; 2024Q4: 39,079 shares; 2025Q1: 32,866 shares; 2025Q2: 28,425 shares; 2025Q3: 30,938 shares; 2025Q4: 32,209 shares; 2026Q1: 31,536 shares; 2026Q2: 36,461 shares 36,461 $5.35M 0.19% +4,925 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: 10,400 shares; 2024Q4: 10,231 shares; 2025Q1: 9,609 shares; 2025Q2: 9,614 shares; 2025Q3: 8,528 shares; 2025Q4: 8,343 shares; 2026Q1: 10,090 shares; 2026Q2: 40,308 shares 40,308 $5.01M 0.18% +30,218 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,356 shares; 2024Q4: 13,312 shares; 2025Q1: 13,822 shares; 2025Q2: 72,978 shares; 2025Q3: 71,156 shares; 2025Q4: 68,865 shares; 2026Q1: 59,161 shares; 2026Q2: 57,447 shares 57,447 $4.98M 0.18% -1,714 Timeline LDSF 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: 300,165 shares; 2024Q4: 298,388 shares; 2025Q1: 286,868 shares; 2025Q2: 280,402 shares; 2025Q3: 283,708 shares; 2025Q4: 275,170 shares; 2026Q1: 265,279 shares; 2026Q2: 255,610 shares 255,610 $4.83M 0.17% -9,669 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,120 shares; 2024Q4: 65,532 shares; 2025Q1: 68,385 shares; 2025Q2: 97,627 shares; 2025Q3: 101,747 shares; 2025Q4: 105,021 shares; 2026Q1: 103,397 shares; 2026Q2: 102,507 shares 102,507 $4.81M 0.17% -890 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: 63,628 shares; 2024Q4: 65,959 shares; 2025Q1: 68,451 shares; 2025Q2: 60,444 shares; 2025Q3: 56,501 shares; 2025Q4: 57,874 shares; 2026Q1: 56,201 shares; 2026Q2: 58,537 shares 58,537 $4.76M 0.17% +2,336 Timeline HTAB 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: 141,197 shares; 2024Q4: 149,041 shares; 2025Q1: 164,851 shares; 2025Q2: 157,319 shares; 2025Q3: 172,872 shares; 2025Q4: 194,374 shares; 2026Q1: 240,265 shares; 2026Q2: 247,337 shares 247,337 $4.74M 0.17% +7,072 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,023 shares; 2024Q4: 11,226 shares; 2025Q1: 14,510 shares; 2025Q2: 15,220 shares; 2025Q3: 16,010 shares; 2025Q4: 18,832 shares; 2026Q1: 22,147 shares; 2026Q2: 26,970 shares 26,970 $4.59M 0.17% +4,823 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: 3,520 shares; 2024Q4: 3,645 shares; 2025Q1: 3,213 shares; 2025Q2: 3,365 shares; 2025Q3: 3,309 shares; 2025Q4: 4,606 shares; 2026Q1: 9,820 shares; 2026Q2: 10,181 shares 10,181 $4.54M 0.16% +361 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: 22,793 shares; 2024Q4: 22,128 shares; 2025Q1: 21,178 shares; 2025Q2: 12,551 shares; 2025Q3: 12,611 shares; 2025Q4: 23,919 shares; 2026Q1: 23,956 shares; 2026Q2: 22,958 shares 22,958 $4.37M 0.16% -998 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: 5,948 shares; 2024Q4: 6,075 shares; 2025Q1: 6,612 shares; 2025Q2: 6,514 shares; 2025Q3: 8,584 shares; 2025Q4: 7,289 shares; 2026Q1: 7,618 shares; 2026Q2: 8,698 shares 8,698 $4.36M 0.16% +1,080 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: 61,502 shares; 2024Q4: 61,719 shares; 2025Q1: 59,606 shares; 2025Q2: 52,548 shares; 2025Q3: 54,007 shares; 2025Q4: 52,178 shares; 2026Q1: 53,581 shares; 2026Q2: 53,387 shares 53,387 $4.33M 0.16% -194 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: 8,775 shares; 2024Q4: 8,804 shares; 2025Q1: 7,530 shares; 2025Q2: 7,297 shares; 2025Q3: 7,623 shares; 2025Q4: 7,963 shares; 2026Q1: 7,788 shares; 2026Q2: 8,407 shares 8,407 $4.32M 0.16% +619 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,679 shares; 2024Q4: 12,001 shares; 2025Q1: 12,705 shares; 2025Q2: 13,966 shares; 2025Q3: 18,071 shares; 2025Q4: 20,249 shares; 2026Q1: 18,083 shares; 2026Q2: 34,233 shares 34,233 $4.26M 0.15% +16,150 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: 26,029 shares; 2024Q4: 26,261 shares; 2025Q1: 24,326 shares; 2025Q2: 25,054 shares; 2025Q3: 26,073 shares; 2025Q4: 26,394 shares; 2026Q1: 27,567 shares; 2026Q2: 31,048 shares 31,048 $4.2M 0.15% +3,481 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: 43,348 shares; 2024Q4: 44,000 shares; 2025Q1: 35,849 shares; 2025Q2: 36,305 shares; 2025Q3: 30,525 shares; 2025Q4: 32,027 shares; 2026Q1: 26,957 shares; 2026Q2: 28,619 shares 28,619 $4.1M 0.15% +1,662 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: 6,479 shares; 2024Q4: 6,406 shares; 2025Q1: 6,807 shares; 2025Q2: 7,259 shares; 2025Q3: 7,941 shares; 2025Q4: 8,045 shares; 2026Q1: 8,222 shares; 2026Q2: 9,892 shares 9,892 $3.93M 0.14% +1,670 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,322 shares; 2024Q4: 70,688 shares; 2025Q1: 75,638 shares; 2025Q2: 79,929 shares; 2025Q3: 95,516 shares; 2025Q4: 128,539 shares; 2026Q1: 102,782 shares; 2026Q2: 158,434 shares 158,434 $3.89M 0.14% +55,652 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: 46,313 shares; 2024Q4: 47,043 shares; 2025Q1: 40,390 shares; 2025Q2: 39,957 shares; 2025Q3: 37,958 shares; 2025Q4: 36,546 shares; 2026Q1: 26,731 shares; 2026Q2: 27,549 shares 27,549 $3.86M 0.14% +818 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: 3,480 shares; 2024Q4: 3,375 shares; 2025Q1: 3,349 shares; 2025Q2: 3,315 shares; 2025Q3: 3,484 shares; 2025Q4: 4,135 shares; 2026Q1: 5,334 shares; 2026Q2: 5,601 shares 5,601 $3.85M 0.14% +267 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: 16,254 shares; 2024Q4: 16,402 shares; 2025Q1: 13,847 shares; 2025Q2: 12,979 shares; 2025Q3: 14,607 shares; 2025Q4: 15,599 shares; 2026Q1: 10,655 shares; 2026Q2: 11,091 shares 11,091 $3.81M 0.14% +436 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,533 shares; 2024Q4: 10,973 shares; 2025Q1: 11,709 shares; 2025Q2: 11,786 shares; 2025Q3: 14,525 shares; 2025Q4: 14,146 shares; 2026Q1: 14,755 shares; 2026Q2: 19,412 shares 19,412 $3.7M 0.13% +4,657 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: 42,766 shares; 2024Q4: 43,233 shares; 2025Q1: 38,455 shares; 2025Q2: 36,920 shares; 2025Q3: 73,787 shares; 2025Q4: 74,765 shares; 2026Q1: 74,643 shares; 2026Q2: 85,363 shares 85,363 $3.61M 0.13% +10,720 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: 88,680 shares; 2024Q4: 94,312 shares; 2025Q1: 72,014 shares; 2025Q2: 72,028 shares; 2025Q3: 109,430 shares; 2025Q4: 110,950 shares; 2026Q1: 115,839 shares; 2026Q2: 138,613 shares 138,613 $3.34M 0.12% +22,774 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,315 shares; 2025Q2: 19,264 shares; 2025Q3: 20,089 shares; 2025Q4: 20,456 shares; 2026Q1: 21,953 shares; 2026Q2: 23,286 shares 23,286 $3.33M 0.12% +1,333 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,416 shares; 2024Q4: 13,885 shares; 2025Q1: 12,354 shares; 2025Q2: 8,750 shares; 2025Q3: 8,761 shares; 2025Q4: 8,264 shares; 2026Q1: 8,411 shares; 2026Q2: 8,279 shares 8,279 $3.28M 0.12% -132 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: 15,030 shares; 2024Q4: 15,840 shares; 2025Q1: 15,717 shares; 2025Q2: 16,148 shares; 2025Q3: 18,189 shares; 2025Q4: 21,685 shares; 2026Q1: 23,600 shares; 2026Q2: 25,044 shares 25,044 $3.25M 0.12% +1,444 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357,453 shares; 2024Q4: 367,387 shares; 2025Q1: 377,529 shares; 2025Q2: 421,086 shares; 2025Q3: 51,650 shares; 2025Q4: 47,008 shares; 2026Q1: 33,789 shares; 2026Q2: 30,552 shares 30,552 $3.19M 0.12% -3,237 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,273 shares; 2024Q4: 113,406 shares; 2025Q1: 120,601 shares; 2025Q2: 95,607 shares; 2025Q3: 93,259 shares; 2025Q4: 84,791 shares; 2026Q1: 70,613 shares; 2026Q2: 69,985 shares 69,985 $3.15M 0.11% -628 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: 48,103 shares; 2024Q4: 52,946 shares; 2025Q1: 56,787 shares; 2025Q2: 59,704 shares; 2025Q3: 61,201 shares; 2025Q4: 64,031 shares; 2026Q1: 68,949 shares; 2026Q2: 68,710 shares 68,710 $3.13M 0.11% -239 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: 20,555 shares; 2024Q4: 21,103 shares; 2025Q1: 19,309 shares; 2025Q2: 19,749 shares; 2025Q3: 22,264 shares; 2025Q4: 22,677 shares; 2026Q1: 22,240 shares; 2026Q2: 23,955 shares 23,955 $3.08M 0.11% +1,715 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: not reported; 2025Q3: 5,947 shares; 2025Q4: 6,234 shares; 2026Q1: 6,665 shares; 2026Q2: 7,164 shares 7,164 $3.05M 0.11% +499 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,748 shares; 2024Q4: 53,692 shares; 2025Q1: 56,270 shares; 2025Q2: 54,578 shares; 2025Q3: 52,692 shares; 2025Q4: 53,857 shares; 2026Q1: 55,296 shares; 2026Q2: 58,368 shares 58,368 $2.98M 0.11% +3,072 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,881 shares; 2024Q4: 106,447 shares; 2025Q1: 97,046 shares; 2025Q2: 82,846 shares; 2025Q3: 83,908 shares; 2025Q4: 68,627 shares; 2026Q1: 67,549 shares; 2026Q2: 69,211 shares 69,211 $2.74M 0.1% +1,662 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: 48,215 shares; 2024Q4: 48,298 shares; 2025Q1: 46,005 shares; 2025Q2: 47,074 shares; 2025Q3: 57,365 shares; 2025Q4: 59,475 shares; 2026Q1: 44,014 shares; 2026Q2: 46,813 shares 46,813 $2.7M 0.1% +2,799 Timeline VIOO 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: 16,904 shares; 2024Q4: 18,352 shares; 2025Q1: 19,533 shares; 2025Q2: 19,380 shares; 2025Q3: 19,758 shares; 2025Q4: 20,346 shares; 2026Q1: 19,773 shares; 2026Q2: 19,334 shares 19,334 $2.66M 0.1% -439 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,719 shares; 2024Q4: 78,350 shares; 2025Q1: 75,738 shares; 2025Q2: 50,389 shares; 2025Q3: 51,022 shares; 2025Q4: 49,852 shares; 2026Q1: 51,859 shares; 2026Q2: 53,719 shares 53,719 $2.65M 0.1% +1,860 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: 14,251 shares; 2024Q4: 14,649 shares; 2025Q1: 23,518 shares; 2025Q2: 23,206 shares; 2025Q3: 24,240 shares; 2025Q4: 25,728 shares; 2026Q1: 26,404 shares; 2026Q2: 28,230 shares 28,230 $2.59M 0.09% +1,826 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: 8,033 shares; 2024Q4: 8,517 shares; 2025Q1: 7,076 shares; 2025Q2: 7,415 shares; 2025Q3: 7,378 shares; 2025Q4: 7,729 shares; 2026Q1: 8,735 shares; 2026Q2: 8,968 shares 8,968 $2.52M 0.09% +233 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,391 shares; 2024Q4: 4,243 shares; 2025Q1: 3,588 shares; 2025Q2: 3,605 shares; 2025Q3: 5,530 shares; 2025Q4: 5,712 shares; 2026Q1: 6,140 shares; 2026Q2: 6,699 shares 6,699 $2.48M 0.09% +559 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: 28,128 shares; 2024Q4: 28,926 shares; 2025Q1: 24,075 shares; 2025Q2: 24,482 shares; 2025Q3: 26,749 shares; 2025Q4: 27,365 shares; 2026Q1: 26,443 shares; 2026Q2: 27,899 shares 27,899 $2.45M 0.09% +1,456 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: 1,782 shares; 2024Q4: 1,676 shares; 2025Q1: 1,583 shares; 2025Q2: 2,399 shares; 2025Q3: 2,268 shares; 2025Q4: 1,826 shares; 2026Q1: 2,545 shares; 2026Q2: 3,264 shares 3,264 $2.44M 0.09% +719 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: 1,566 shares; 2024Q4: 1,553 shares; 2025Q1: 1,103 shares; 2025Q2: 1,018 shares; 2025Q3: 4,937 shares; 2025Q4: 4,918 shares; 2026Q1: 4,774 shares; 2026Q2: 4,754 shares 4,754 $2.42M 0.09% -20 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: 47,849 shares; 2024Q4: 45,005 shares; 2025Q1: 36,368 shares; 2025Q2: 38,413 shares; 2025Q3: 40,298 shares; 2025Q4: 36,773 shares; 2026Q1: 25,932 shares; 2026Q2: 28,368 shares 28,368 $2.34M 0.08% +2,436 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: 6,583 shares; 2024Q4: 7,343 shares; 2025Q1: 6,986 shares; 2025Q2: 6,779 shares; 2025Q3: 6,848 shares; 2025Q4: 6,664 shares; 2026Q1: 5,697 shares; 2026Q2: 5,552 shares 5,552 $2.31M 0.08% -145 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,697 shares; 2024Q4: 24,490 shares; 2025Q1: 25,323 shares; 2025Q2: 25,219 shares; 2025Q3: 27,598 shares; 2025Q4: 30,009 shares; 2026Q1: 20,220 shares; 2026Q2: 22,058 shares 22,058 $2.29M 0.08% +1,838 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: 10,025 shares; 2024Q4: 10,373 shares; 2025Q1: 12,210 shares; 2025Q2: 12,641 shares; 2025Q3: 14,736 shares; 2025Q4: 16,143 shares; 2026Q1: 8,061 shares; 2026Q2: 8,403 shares 8,403 $2.29M 0.08% +342 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,856 shares; 2025Q2: 4,764 shares; 2025Q3: 4,654 shares; 2025Q4: 4,979 shares; 2026Q1: 5,639 shares; 2026Q2: 5,510 shares 5,510 $2.26M 0.08% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,800 shares 115,800 $2.21M 0.08% new Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,314 shares; 2026Q2: 19,675 shares 19,675 $2.2M 0.08% -639 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: 67,340 shares; 2024Q4: 72,647 shares; 2025Q1: 65,493 shares; 2025Q2: 63,543 shares; 2025Q3: 75,060 shares; 2025Q4: 91,593 shares; 2026Q1: 74,228 shares; 2026Q2: 76,760 shares 76,760 $2.1M 0.08% +2,532 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: 1,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,544 shares; 2025Q3: 9,631 shares; 2025Q4: 10,344 shares; 2026Q1: 9,622 shares; 2026Q2: 9,459 shares 9,459 $2.06M 0.07% -163 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: 6,753 shares; 2024Q4: 6,761 shares; 2025Q1: 6,965 shares; 2025Q2: 7,146 shares; 2025Q3: 7,110 shares; 2025Q4: 7,238 shares; 2026Q1: 8,363 shares; 2026Q2: 8,416 shares 8,416 $2.04M 0.07% +53 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,010 shares; 2024Q4: 5,262 shares; 2025Q1: 4,790 shares; 2025Q2: 4,604 shares; 2025Q3: 4,408 shares; 2025Q4: 4,971 shares; 2026Q1: 4,122 shares; 2026Q2: 7,701 shares 7,701 $2.01M 0.07% +3,579 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: 86,113 shares; 2024Q4: 98,510 shares; 2025Q1: 20,627 shares; 2025Q2: 21,713 shares; 2025Q3: 20,111 shares; 2025Q4: 19,479 shares; 2026Q1: 15,928 shares; 2026Q2: 13,091 shares 13,091 $1.83M 0.07% -2,837 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,556 shares; 2024Q4: 70,267 shares; 2025Q1: 69,050 shares; 2025Q2: 66,467 shares; 2025Q3: 61,156 shares; 2025Q4: 55,057 shares; 2026Q1: 46,070 shares; 2026Q2: 45,245 shares 45,245 $1.79M 0.06% -825 Timeline RPM RPM INTL INC More: the full row for RPM 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: 15,912 shares 15,912 $1.77M 0.06% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,037 shares; 2024Q4: 10,126 shares; 2025Q1: 6,596 shares; 2025Q2: 5,336 shares; 2025Q3: 7,693 shares; 2025Q4: 8,868 shares; 2026Q1: 9,317 shares; 2026Q2: 10,559 shares 10,559 $1.76M 0.06% +1,242 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,965 shares; 2024Q4: 16,895 shares; 2025Q1: 17,515 shares; 2025Q2: 17,070 shares; 2025Q3: 17,391 shares; 2025Q4: 18,063 shares; 2026Q1: 17,934 shares; 2026Q2: 17,628 shares 17,628 $1.73M 0.06% -306 Timeline AMBQ AMBIQ MICRO INC More: the full row for AMBIQ MICRO 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: 18,928 shares; 2026Q2: 18,928 shares 18,928 $1.67M 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: 22,066 shares; 2024Q4: 22,268 shares; 2025Q1: 25,188 shares; 2025Q2: 24,826 shares; 2025Q3: 25,586 shares; 2025Q4: 27,423 shares; 2026Q1: 27,809 shares; 2026Q2: 28,796 shares 28,796 $1.67M 0.06% +987 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: 81,098 shares; 2024Q4: 65,430 shares; 2025Q1: 52,505 shares; 2025Q2: 48,745 shares; 2025Q3: 19,718 shares; 2025Q4: 19,165 shares; 2026Q1: 16,999 shares; 2026Q2: 15,686 shares 15,686 $1.51M 0.05% -1,313 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,112 shares; 2025Q1: 1,147 shares; 2025Q2: 1,443 shares; 2025Q3: 1,531 shares; 2025Q4: 1,611 shares; 2026Q1: 7,429 shares; 2026Q2: 6,814 shares 6,814 $1.5M 0.05% -615 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: 1,772 shares; 2024Q4: 1,780 shares; 2025Q1: 1,673 shares; 2025Q2: 2,360 shares; 2025Q3: 2,349 shares; 2025Q4: 2,330 shares; 2026Q1: 2,267 shares; 2026Q2: 2,341 shares 2,341 $1.48M 0.05% +74 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: 3,292 shares; 2024Q4: 3,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 2,937 shares; 2026Q2: 2,937 shares 2,937 $1.45M 0.05% 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: 2,034 shares; 2024Q4: 2,052 shares; 2025Q1: 3,296 shares; 2025Q2: 4,435 shares; 2025Q3: 3,424 shares; 2025Q4: 3,565 shares; 2026Q1: 3,609 shares; 2026Q2: 3,824 shares 3,824 $1.43M 0.05% +215 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: 6,335 shares 6,335 $1.42M 0.05% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP 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: 6,216 shares 6,216 $1.39M 0.05% 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: 20,725 shares; 2024Q4: 20,726 shares; 2025Q1: 20,206 shares; 2025Q2: 20,608 shares; 2025Q3: 20,526 shares; 2025Q4: 20,764 shares; 2026Q1: 21,205 shares; 2026Q2: 27,437 shares 27,437 $1.37M 0.05% +6,232 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,490 shares; 2025Q4: 2,778 shares; 2026Q1: 1,139 shares; 2026Q2: 1,179 shares 1,179 $1.36M 0.05% +40 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: 6,104 shares 6,104 $1.35M 0.05% new 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: 8,807 shares; 2024Q4: 8,665 shares; 2025Q1: 7,523 shares; 2025Q2: 8,547 shares; 2025Q3: 8,577 shares; 2025Q4: 8,008 shares; 2026Q1: 7,603 shares; 2026Q2: 7,291 shares 7,291 $1.35M 0.05% -312 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: 6,972 shares; 2024Q4: 6,920 shares; 2025Q1: 7,084 shares; 2025Q2: 7,051 shares; 2025Q3: 6,634 shares; 2025Q4: 6,932 shares; 2026Q1: 7,593 shares; 2026Q2: 7,788 shares 7,788 $1.22M 0.04% +195 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: 6,751 shares; 2024Q4: 7,265 shares; 2025Q1: 7,387 shares; 2025Q2: 6,202 shares; 2025Q3: 5,836 shares; 2025Q4: 2,148 shares; 2026Q1: 1,544 shares; 2026Q2: 1,616 shares 1,616 $1.19M 0.04% +72 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: 5,076 shares; 2024Q4: 4,951 shares; 2025Q1: 1,968 shares; 2025Q2: 2,881 shares; 2025Q3: 2,780 shares; 2025Q4: 2,427 shares; 2026Q1: 2,445 shares; 2026Q2: 2,034 shares 2,034 $1.18M 0.04% -411 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: 6,728 shares; 2024Q4: 7,096 shares; 2025Q1: 7,277 shares; 2025Q2: 7,167 shares; 2025Q3: 7,659 shares; 2025Q4: 6,852 shares; 2026Q1: 7,743 shares; 2026Q2: 7,948 shares 7,948 $1.16M 0.04% +205 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: 4,797 shares; 2024Q4: 4,792 shares; 2025Q1: 6,491 shares; 2025Q2: 5,180 shares; 2025Q3: 5,358 shares; 2025Q4: 5,047 shares; 2026Q1: 4,729 shares; 2026Q2: 6,008 shares 6,008 $1.09M 0.04% +1,279 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 6,475 shares 6,475 $1.05M 0.04% new 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: 2,409 shares; 2024Q4: 1,594 shares; 2025Q1: 1,490 shares; 2025Q2: 1,915 shares; 2025Q3: 1,608 shares; 2025Q4: 1,630 shares; 2026Q1: 7,557 shares; 2026Q2: 11,857 shares 11,857 $1.02M 0.04% +4,300 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,243 shares; 2024Q4: 1,109 shares; 2025Q1: 1,072 shares; 2025Q2: 1,070 shares; 2025Q3: 1,098 shares; 2025Q4: 1,114 shares; 2026Q1: 2,719 shares; 2026Q2: 3,497 shares 3,497 $964K 0.03% +778 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: 36,749 shares; 2024Q4: 36,270 shares; 2025Q1: 17,539 shares; 2025Q2: 12,542 shares; 2025Q3: 12,115 shares; 2025Q4: 17,522 shares; 2026Q1: 11,884 shares; 2026Q2: 11,906 shares 11,906 $941K 0.03% +22 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5,542 shares; 2026Q1: 5,755 shares; 2026Q2: 5,718 shares 5,718 $934K 0.03% -37 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,672 shares; 2024Q4: 43,469 shares; 2025Q1: 18,376 shares; 2025Q2: 11,985 shares; 2025Q3: 11,282 shares; 2025Q4: 10,793 shares; 2026Q1: 9,934 shares; 2026Q2: 9,725 shares 9,725 $921K 0.03% -209 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,308 shares; 2024Q4: 13,169 shares; 2025Q1: 13,169 shares; 2025Q2: 12,287 shares; 2025Q3: 12,468 shares; 2025Q4: 10,916 shares; 2026Q1: 9,959 shares; 2026Q2: 9,959 shares 9,959 $897K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 2,484 shares; 2026Q2: 2,044 shares 2,044 $886K 0.03% -440 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: 13,986 shares; 2024Q4: 13,988 shares; 2025Q1: 13,286 shares; 2025Q2: 10,380 shares; 2025Q3: 10,379 shares; 2025Q4: 10,438 shares; 2026Q1: 10,410 shares; 2026Q2: 10,385 shares 10,385 $879K 0.03% -25 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: 1,863 shares; 2024Q4: 2,032 shares; 2025Q1: 1,312 shares; 2025Q2: 1,846 shares; 2025Q3: 1,858 shares; 2025Q4: 1,915 shares; 2026Q1: 1,696 shares; 2026Q2: 1,756 shares 1,756 $838K 0.03% +60 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,841 shares; 2025Q1: 25,542 shares; 2025Q2: 19,707 shares; 2025Q3: 17,170 shares; 2025Q4: 11,181 shares; 2026Q1: 11,233 shares; 2026Q2: 8,199 shares 8,199 $821K 0.03% -3,034 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: 2,529 shares; 2024Q4: 2,463 shares; 2025Q1: 1,327 shares; 2025Q2: 3,008 shares; 2025Q3: 3,235 shares; 2025Q4: 1,581 shares; 2026Q1: 1,327 shares; 2026Q2: 3,771 shares 3,771 $816K 0.03% +2,444 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: 3,163 shares; 2024Q4: 3,109 shares; 2025Q1: 2,322 shares; 2025Q2: 1,971 shares; 2025Q3: 2,010 shares; 2025Q4: 2,031 shares; 2026Q1: 2,632 shares; 2026Q2: 2,714 shares 2,714 $816K 0.03% +82 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: 17,174 shares; 2024Q4: 17,724 shares; 2025Q1: 10,315 shares; 2025Q2: 8,825 shares; 2025Q3: 8,895 shares; 2025Q4: 10,127 shares; 2026Q1: 10,571 shares; 2026Q2: 9,759 shares 9,759 $807K 0.03% -812 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: 370 shares; 2024Q4: 377 shares; 2025Q1: 601 shares; 2025Q2: 698 shares; 2025Q3: 661 shares; 2025Q4: 6,830 shares; 2026Q1: 7,758 shares; 2026Q2: 11,159 shares 11,159 $797K 0.03% +3,401 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,812 shares; 2024Q4: 3,097 shares; 2025Q1: 3,065 shares; 2025Q2: 2,443 shares; 2025Q3: 2,332 shares; 2025Q4: 1,765 shares; 2026Q1: 1,660 shares; 2026Q2: 1,641 shares 1,641 $794K 0.03% -19 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: 127,254 shares; 2024Q4: 130,022 shares; 2025Q1: 51,410 shares; 2025Q2: 36,187 shares; 2025Q3: 32,422 shares; 2025Q4: 29,066 shares; 2026Q1: 25,435 shares; 2026Q2: 35,402 shares 35,402 $733K 0.03% +9,967 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: 4,126 shares; 2024Q4: 4,377 shares; 2025Q1: 3,834 shares; 2025Q2: 3,358 shares; 2025Q3: 3,282 shares; 2025Q4: 1,862 shares; 2026Q1: 2,629 shares; 2026Q2: 2,704 shares 2,704 $731K 0.03% +75 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: 2,695 shares; 2024Q4: 2,765 shares; 2025Q1: 2,422 shares; 2025Q2: 2,172 shares; 2025Q3: 2,145 shares; 2025Q4: 1,942 shares; 2026Q1: 1,980 shares; 2026Q2: 2,028 shares 2,028 $718K 0.03% +48 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,327 shares; 2024Q4: 9,720 shares; 2025Q1: 10,668 shares; 2025Q2: 10,677 shares; 2025Q3: 10,666 shares; 2025Q4: 9,848 shares; 2026Q1: 9,064 shares; 2026Q2: 10,189 shares 10,189 $696K 0.03% +1,125 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: 2,706 shares; 2024Q4: 2,537 shares; 2025Q1: 2,539 shares; 2025Q2: 1,955 shares; 2025Q3: 2,043 shares; 2025Q4: 2,044 shares; 2026Q1: 3,228 shares; 2026Q2: 3,259 shares 3,259 $693K 0.03% +31 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,412 shares; 2024Q4: 1,391 shares; 2025Q1: 1,244 shares; 2025Q2: 2,326 shares; 2025Q3: 2,718 shares; 2025Q4: 3,020 shares; 2026Q1: 2,589 shares; 2026Q2: 2,285 shares 2,285 $681K 0.02% -304 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 4,212 shares; 2025Q1: 2,013 shares; 2025Q2: 2,017 shares; 2025Q3: 2,764 shares; 2025Q4: 2,863 shares; 2026Q1: 3,762 shares; 2026Q2: 4,236 shares 4,236 $645K 0.02% +474 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 9,863 shares; 2025Q1: 9,033 shares; 2025Q2: 6,916 shares; 2025Q3: 6,889 shares; 2025Q4: 6,825 shares; 2026Q1: 6,757 shares; 2026Q2: 7,613 shares 7,613 $644K 0.02% +856 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: 2,795 shares; 2024Q4: 2,788 shares; 2025Q1: 2,505 shares; 2025Q2: 2,685 shares; 2025Q3: 2,679 shares; 2025Q4: 2,635 shares; 2026Q1: 2,627 shares; 2026Q2: 2,508 shares 2,508 $641K 0.02% -119 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,433 shares; 2024Q4: 1,416 shares; 2025Q1: 1,159 shares; 2025Q2: 1,191 shares; 2025Q3: 1,186 shares; 2025Q4: 1,214 shares; 2026Q1: 1,285 shares; 2026Q2: 1,872 shares 1,872 $633K 0.02% +587 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: 7,445 shares; 2024Q4: 7,068 shares; 2025Q1: 6,963 shares; 2025Q2: 5,522 shares; 2025Q3: 4,888 shares; 2025Q4: 5,595 shares; 2026Q1: 5,631 shares; 2026Q2: 11,242 shares 11,242 $631K 0.02% +5,611 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,198 shares; 2024Q4: 13,736 shares; 2025Q1: 14,411 shares; 2025Q2: 12,340 shares; 2025Q3: 12,030 shares; 2025Q4: 10,023 shares; 2026Q1: 10,514 shares; 2026Q2: 9,598 shares 9,598 $623K 0.02% -916 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA 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: 7,779 shares 7,779 $618K 0.02% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,585 shares; 2024Q4: 4,446 shares; 2025Q1: 4,365 shares; 2025Q2: 6,875 shares; 2025Q3: 7,550 shares; 2025Q4: 8,204 shares; 2026Q1: 8,031 shares; 2026Q2: 7,671 shares 7,671 $615K 0.02% -360 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,221 shares; 2024Q4: 13,470 shares; 2025Q1: 4,545 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,490 shares; 2026Q2: 9,976 shares 9,976 $613K 0.02% +486 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,838 shares; 2025Q1: 5,503 shares; 2025Q2: 6,237 shares; 2025Q3: 5,497 shares; 2025Q4: 5,252 shares; 2026Q1: 5,498 shares; 2026Q2: 5,228 shares 5,228 $610K 0.02% -270 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: 5,694 shares; 2024Q4: 5,604 shares; 2025Q1: 3,403 shares; 2025Q2: 3,348 shares; 2025Q3: 3,387 shares; 2025Q4: 3,309 shares; 2026Q1: 3,352 shares; 2026Q2: 2,573 shares 2,573 $609K 0.02% -779 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: 8,978 shares; 2024Q4: 9,397 shares; 2025Q1: 11,545 shares; 2025Q2: 9,107 shares; 2025Q3: 9,642 shares; 2025Q4: 6,522 shares; 2026Q1: 8,048 shares; 2026Q2: 8,460 shares 8,460 $609K 0.02% +412 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: 3,383 shares; 2024Q4: 3,028 shares; 2025Q1: 1,890 shares; 2025Q2: 2,562 shares; 2025Q3: 3,668 shares; 2025Q4: 4,778 shares; 2026Q1: 4,310 shares; 2026Q2: 3,703 shares 3,703 $606K 0.02% -607 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,755 shares; 2024Q4: 9,575 shares; 2025Q1: 6,000 shares; 2025Q2: 6,240 shares; 2025Q3: 5,955 shares; 2025Q4: 6,295 shares; 2026Q1: 6,220 shares; 2026Q2: 7,355 shares 7,355 $604K 0.02% +1,135 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: 5,523 shares; 2024Q4: 5,542 shares; 2025Q1: 5,640 shares; 2025Q2: 4,383 shares; 2025Q3: 4,264 shares; 2025Q4: 4,316 shares; 2026Q1: 3,973 shares; 2026Q2: 6,298 shares 6,298 $603K 0.02% +2,325 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 4,320 shares; 2026Q2: 4,149 shares 4,149 $590K 0.02% -171 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: 4,880 shares; 2024Q4: 4,989 shares; 2025Q1: 4,161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,439 shares 5,439 $585K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $582K 0.02% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 28,151 shares; 2026Q1: 26,036 shares; 2026Q2: 16,710 shares 16,710 $579K 0.02% -9,326 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,336 shares; 2024Q4: 6,902 shares; 2025Q1: 7,335 shares; 2025Q2: 7,711 shares; 2025Q3: 8,073 shares; 2025Q4: 8,559 shares; 2026Q1: 8,576 shares; 2026Q2: 8,482 shares 8,482 $574K 0.02% -94 Timeline DIVB 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: 13,988 shares; 2025Q3: 11,025 shares; 2025Q4: 9,304 shares; 2026Q1: 9,304 shares; 2026Q2: 9,304 shares 9,304 $573K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,713 shares; 2024Q4: 10,812 shares; 2025Q1: 10,456 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,006 shares 25,006 $549K 0.02% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,844 shares 15,844 $547K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,379 shares; 2024Q4: 4,363 shares; 2025Q1: 4,265 shares; 2025Q2: 3,967 shares; 2025Q3: 4,285 shares; 2025Q4: 4,757 shares; 2026Q1: 4,784 shares; 2026Q2: 5,054 shares 5,054 $545K 0.02% +270 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: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 1,481 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,484 shares; 2026Q2: 1,463 shares 1,463 $542K 0.02% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,473 shares; 2026Q2: 1,256 shares 1,256 $542K 0.02% -217 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: 291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 526 shares; 2026Q2: 476 shares 476 $539K 0.02% -50 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 565 shares; 2026Q1: 507 shares; 2026Q2: 1,074 shares 1,074 $533K 0.02% +567 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: 642 shares; 2024Q4: 643 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 523 shares; 2026Q1: 4,392 shares; 2026Q2: 4,392 shares 4,392 $525K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,027 shares; 2024Q4: 1,937 shares; 2025Q1: 1,631 shares; 2025Q2: 1,555 shares; 2025Q3: 1,556 shares; 2025Q4: 1,541 shares; 2026Q1: 1,452 shares; 2026Q2: 1,448 shares 1,448 $524K 0.02% -4 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: 4,617 shares; 2024Q4: 4,682 shares; 2025Q1: 4,439 shares; 2025Q2: 4,314 shares; 2025Q3: 4,353 shares; 2025Q4: 4,373 shares; 2026Q1: 3,364 shares; 2026Q2: 3,376 shares 3,376 $514K 0.02% +12 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: 3,637 shares; 2024Q4: 4,004 shares; 2025Q1: 3,594 shares; 2025Q2: 3,210 shares; 2025Q3: 3,572 shares; 2025Q4: 3,673 shares; 2026Q1: 3,800 shares; 2026Q2: 4,064 shares 4,064 $513K 0.02% +264 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,766 shares; 2024Q4: 2,763 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,438 shares 10,438 $500K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,697 shares; 2024Q4: 14,458 shares; 2025Q1: 11,078 shares; 2025Q2: 11,216 shares; 2025Q3: 11,235 shares; 2025Q4: 9,548 shares; 2026Q1: 9,478 shares; 2026Q2: 10,527 shares 10,527 $500K 0.02% +1,049 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 3,677 shares 3,677 $499K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,693 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,731 shares 15,731 $489K 0.02% new 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: 58,061 shares; 2024Q4: 58,923 shares; 2025Q1: 10,810 shares; 2025Q2: 9,433 shares; 2025Q3: 8,333 shares; 2025Q4: 8,680 shares; 2026Q1: 8,294 shares; 2026Q2: 9,049 shares 9,049 $484K 0.02% +755 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 382 shares; 2026Q1: 366 shares; 2026Q2: 409 shares 409 $481K 0.02% +43 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 2,808 shares 2,808 $480K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,816 shares; 2025Q4: 6,034 shares; 2026Q1: 5,828 shares; 2026Q2: 5,647 shares 5,647 $473K 0.02% -181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,231 shares; 2025Q4: 5,087 shares; 2026Q1: 5,510 shares; 2026Q2: 5,527 shares 5,527 $473K 0.02% +17 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: 1,899 shares; 2024Q4: 2,354 shares; 2025Q1: 1,523 shares; 2025Q2: 1,478 shares; 2025Q3: 1,433 shares; 2025Q4: 1,487 shares; 2026Q1: 1,162 shares; 2026Q2: 1,281 shares 1,281 $472K 0.02% +119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,271 shares 13,271 $469K 0.02% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,572 shares; 2024Q4: 2,864 shares; 2025Q1: 2,887 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares; 2026Q1: 3,113 shares; 2026Q2: 4,647 shares 4,647 $468K 0.02% +1,534 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 3,072 shares; 2025Q3: 3,338 shares; 2025Q4: 3,601 shares; 2026Q1: 3,369 shares; 2026Q2: 3,280 shares 3,280 $467K 0.02% -89 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: 199 shares; 2025Q4: 177 shares; 2026Q1: 167 shares; 2026Q2: 1,535 shares 1,535 $463K 0.02% +1,368 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF 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: 23,751 shares; 2026Q2: 23,751 shares 23,751 $462K 0.02% 0 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: 637 shares; 2024Q4: 637 shares; 2025Q1: 867 shares; 2025Q2: 658 shares; 2025Q3: 638 shares; 2025Q4: 648 shares; 2026Q1: 637 shares; 2026Q2: 641 shares 641 $457K 0.02% +4 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: 459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 909 shares; 2026Q1: 798 shares; 2026Q2: 1,182 shares 1,182 $457K 0.02% +384 Timeline EAGG 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: 4,962 shares; 2025Q3: 5,303 shares; 2025Q4: 6,037 shares; 2026Q1: 8,729 shares; 2026Q2: 9,600 shares 9,600 $455K 0.02% +871 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,160 shares 10,160 $442K 0.02% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: not reported; 2026Q2: 1,246 shares 1,246 $442K 0.02% 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: 4,863 shares; 2024Q4: 4,865 shares; 2025Q1: 4,562 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,601 shares; 2026Q2: 1,719 shares 1,719 $439K 0.02% +118 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 1,134 shares; 2025Q1: 932 shares; 2025Q2: 1,115 shares; 2025Q3: 1,216 shares; 2025Q4: 1,192 shares; 2026Q1: 1,224 shares; 2026Q2: 1,617 shares 1,617 $437K 0.02% +393 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,731 shares; 2024Q4: 1,576 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,321 shares 3,321 $434K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,222 shares; 2024Q4: 2,220 shares; 2025Q1: 2,556 shares; 2025Q2: 2,557 shares; 2025Q3: 2,832 shares; 2025Q4: 3,160 shares; 2026Q1: 2,963 shares; 2026Q2: 2,721 shares 2,721 $430K 0.02% -242 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,022 shares; 2024Q4: 4,881 shares; 2025Q1: 5,308 shares; 2025Q2: 4,939 shares; 2025Q3: 5,129 shares; 2025Q4: 3,906 shares; 2026Q1: 4,035 shares; 2026Q2: 3,835 shares 3,835 $429K 0.02% -200 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,050 shares; 2024Q4: 19,250 shares; 2025Q1: 32,000 shares; 2025Q2: 34,700 shares; 2025Q3: 30,900 shares; 2025Q4: 32,200 shares; 2026Q1: 32,200 shares; 2026Q2: 34,700 shares 34,700 $426K 0.02% +2,500 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: 1,959 shares; 2024Q4: 1,877 shares; 2025Q1: 1,826 shares; 2025Q2: 1,790 shares; 2025Q3: 1,741 shares; 2025Q4: 1,531 shares; 2026Q1: 1,543 shares; 2026Q2: 1,901 shares 1,901 $426K 0.02% +358 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 2,356 shares; 2025Q1: 2,324 shares; 2025Q2: 1,747 shares; 2025Q3: 1,614 shares; 2025Q4: 1,551 shares; 2026Q1: 1,556 shares; 2026Q2: 1,816 shares 1,816 $417K 0.02% +260 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 2,303 shares; 2026Q2: 2,184 shares 2,184 $414K 0.01% -119 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,209 shares 3,209 $410K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,971 shares; 2024Q4: 4,565 shares; 2025Q1: 6,497 shares; 2025Q2: 4,536 shares; 2025Q3: 4,262 shares; 2025Q4: 3,752 shares; 2026Q1: 3,678 shares; 2026Q2: 3,591 shares 3,591 $410K 0.01% -87 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: 17,365 shares; 2024Q4: 16,095 shares; 2025Q1: 14,325 shares; 2025Q2: 14,080 shares; 2025Q3: 13,005 shares; 2025Q4: 11,765 shares; 2026Q1: 11,284 shares; 2026Q2: 4,304 shares 4,304 $407K 0.01% -6,980 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,143 shares; 2024Q4: 3,370 shares; 2025Q1: 3,507 shares; 2025Q2: 3,575 shares; 2025Q3: 3,671 shares; 2025Q4: 3,837 shares; 2026Q1: 4,376 shares; 2026Q2: 4,231 shares 4,231 $405K 0.01% -145 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,395 shares; 2024Q4: 13,189 shares; 2025Q1: 13,189 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares; 2025Q4: 9,684 shares; 2026Q1: 9,684 shares; 2026Q2: 9,684 shares 9,684 $403K 0.01% 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: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 429 shares; 2026Q2: 570 shares 570 $401K 0.01% +141 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 442 shares; 2025Q3: 438 shares; 2025Q4: 420 shares; 2026Q1: 385 shares; 2026Q2: 412 shares 412 $396K 0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,590 shares 3,590 $394K 0.01% new Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES 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: 9,495 shares 9,495 $391K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,078 shares 6,078 $382K 0.01% new 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: 2,738 shares; 2024Q4: 2,738 shares; 2025Q1: 2,743 shares; 2025Q2: 2,734 shares; 2025Q3: 2,736 shares; 2025Q4: 2,734 shares; 2026Q1: 1,554 shares; 2026Q2: 1,604 shares 1,604 $381K 0.01% +50 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT 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: not reported; 2026Q1: not reported; 2026Q2: 10,500 shares 10,500 $378K 0.01% new 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: 4,344 shares; 2024Q4: 4,804 shares; 2025Q1: 5,087 shares; 2025Q2: 5,645 shares; 2025Q3: 4,481 shares; 2025Q4: 4,929 shares; 2026Q1: 5,263 shares; 2026Q2: 5,411 shares 5,411 $376K 0.01% +148 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 5,995 shares 5,995 $371K 0.01% new 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: 3,210 shares; 2024Q4: 3,201 shares; 2025Q1: 3,253 shares; 2025Q2: 2,964 shares; 2025Q3: 2,882 shares; 2025Q4: 2,810 shares; 2026Q1: 2,476 shares; 2026Q2: 2,367 shares 2,367 $371K 0.01% -109 Timeline SMB 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: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 19,800 shares; 2025Q2: 19,800 shares; 2025Q3: 17,500 shares; 2025Q4: 19,400 shares; 2026Q1: 19,400 shares; 2026Q2: 21,400 shares 21,400 $371K 0.01% +2,000 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: 2,748 shares; 2024Q4: 2,826 shares; 2025Q1: 2,757 shares; 2025Q2: 2,821 shares; 2025Q3: 1,174 shares; 2025Q4: 1,167 shares; 2026Q1: 1,424 shares; 2026Q2: 1,784 shares 1,784 $366K 0.01% +360 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,438 shares; 2024Q4: 27,450 shares; 2025Q1: 27,684 shares; 2025Q2: 26,359 shares; 2025Q3: 26,005 shares; 2025Q4: 27,446 shares; 2026Q1: 19,288 shares; 2026Q2: 20,472 shares 20,472 $363K 0.01% +1,184 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL 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: 3,525 shares 3,525 $361K 0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 683 shares 683 $357K 0.01% 0 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: 410 shares; 2024Q4: 388 shares; 2025Q1: 438 shares; 2025Q2: 432 shares; 2025Q3: 424 shares; 2025Q4: 1,978 shares; 2026Q1: not reported; 2026Q2: 3,575 shares 3,575 $355K 0.01% new 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: 6,361 shares; 2024Q4: 6,362 shares; 2025Q1: 6,362 shares; 2025Q2: 6,439 shares; 2025Q3: 6,440 shares; 2025Q4: 6,441 shares; 2026Q1: 7,413 shares; 2026Q2: 7,413 shares 7,413 $354K 0.01% 0 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: 34,534 shares; 2024Q4: 34,432 shares; 2025Q1: 17,228 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,910 shares; 2026Q2: 25,370 shares 25,370 $353K 0.01% +13,460 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,621 shares; 2026Q2: 11,621 shares 11,621 $351K 0.01% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,202 shares 6,202 $350K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,646 shares; 2024Q4: 4,159 shares; 2025Q1: 2,829 shares; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 2,178 shares; 2026Q1: 2,231 shares; 2026Q2: 2,405 shares 2,405 $348K 0.01% +174 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: 3,780 shares; 2024Q4: 3,797 shares; 2025Q1: 3,340 shares; 2025Q2: 3,496 shares; 2025Q3: 3,214 shares; 2025Q4: 3,269 shares; 2026Q1: 2,281 shares; 2026Q2: 2,730 shares 2,730 $346K 0.01% +449 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: 184 shares; 2024Q4: 184 shares; 2025Q1: 182 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $344K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,223 shares; 2025Q3: 7,578 shares; 2025Q4: not reported; 2026Q1: 10,100 shares; 2026Q2: 10,113 shares 10,113 $342K 0.01% +13 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 21,668 shares 21,668 $341K 0.01% new Timeline RTACU RENATUS TACTICAL ACQUIS More: the full row for RENATUS TACTICAL ACQUIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,957 shares 30,957 $336K 0.01% new 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: 3,052 shares; 2025Q3: 3,059 shares; 2025Q4: 2,554 shares; 2026Q1: 1,662 shares; 2026Q2: 1,664 shares 1,664 $334K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 165 shares; 2026Q2: 166 shares 166 $330K 0.01% +1 Timeline SHYM 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: not reported; 2025Q1: not reported; 2025Q2: 11,055 shares; 2025Q3: 15,773 shares; 2025Q4: 15,998 shares; 2026Q1: 14,596 shares; 2026Q2: 14,691 shares 14,691 $330K 0.01% +95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,933 shares 5,933 $327K 0.01% new 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: 5,858 shares; 2024Q4: 5,822 shares; 2025Q1: 5,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,504 shares; 2026Q2: 5,795 shares 5,795 $327K 0.01% +291 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,578 shares; 2024Q4: 14,791 shares; 2025Q1: 2,280 shares; 2025Q2: 1,651 shares; 2025Q3: 1,374 shares; 2025Q4: 1,303 shares; 2026Q1: 1,418 shares; 2026Q2: 1,318 shares 1,318 $325K 0.01% -100 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 3,996 shares 3,996 $321K 0.01% new Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES 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: 51,834 shares 51,834 $317K 0.01% new Timeline BGLD 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: 13,341 shares; 2025Q1: 13,341 shares; 2025Q2: 13,341 shares; 2025Q3: 13,341 shares; 2025Q4: 13,341 shares; 2026Q1: 13,341 shares; 2026Q2: 19,394 shares 19,394 $316K 0.01% +6,053 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,728 shares; 2025Q1: 2,729 shares; 2025Q2: 2,766 shares; 2025Q3: 2,767 shares; 2025Q4: 2,825 shares; 2026Q1: 2,702 shares; 2026Q2: 2,696 shares 2,696 $315K 0.01% -6 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,105 shares; 2024Q4: 5,085 shares; 2025Q1: 5,085 shares; 2025Q2: 4,806 shares; 2025Q3: 4,931 shares; 2025Q4: 3,745 shares; 2026Q1: 3,723 shares; 2026Q2: 3,737 shares 3,737 $304K 0.01% +14 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,152 shares; 2026Q2: 5,832 shares 5,832 $302K 0.01% +1,680 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: 1,793 shares; 2025Q3: 1,994 shares; 2025Q4: 2,017 shares; 2026Q1: 1,830 shares; 2026Q2: 1,156 shares 1,156 $301K 0.01% -674 Timeline DJUL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,998 shares 5,998 $301K 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,369 shares; 2024Q4: 5,340 shares; 2025Q1: not reported; 2025Q2: 5,040 shares; 2025Q3: 7,696 shares; 2025Q4: 5,670 shares; 2026Q1: 3,802 shares; 2026Q2: 5,182 shares 5,182 $299K 0.01% +1,380 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,664 shares; 2024Q4: 17,667 shares; 2025Q1: 17,635 shares; 2025Q2: 17,585 shares; 2025Q3: 17,791 shares; 2025Q4: 17,725 shares; 2026Q1: 17,764 shares; 2026Q2: 17,764 shares 17,764 $299K 0.01% 0 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV 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: 6,487 shares 6,487 $299K 0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,747 shares; 2026Q2: 2,011 shares 2,011 $295K 0.01% +264 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: 3,994 shares; 2024Q4: 3,774 shares; 2025Q1: 3,584 shares; 2025Q2: 3,379 shares; 2025Q3: 3,226 shares; 2025Q4: 6,252 shares; 2026Q1: 5,572 shares; 2026Q2: 5,548 shares 5,548 $295K 0.01% -24 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: not reported; 2025Q2: 1,627 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares; 2026Q2: 1,407 shares 1,407 $294K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,848 shares; 2026Q2: 9,848 shares 9,848 $290K 0.01% 0 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,324 shares 3,324 $288K 0.01% new Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 3,116 shares 3,116 $288K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares; 2026Q2: 1,460 shares 1,460 $288K 0.01% -15 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: 1,010 shares; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 721 shares; 2026Q2: 715 shares 715 $284K 0.01% -6 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,383 shares; 2024Q4: 6,013 shares; 2025Q1: 5,469 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares; 2026Q1: 4,196 shares; 2026Q2: 4,667 shares 4,667 $282K 0.01% +471 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I 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: 13,648 shares 13,648 $280K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,376 shares; 2024Q4: 4,463 shares; 2025Q1: 4,997 shares; 2025Q2: 5,035 shares; 2025Q3: 5,100 shares; 2025Q4: 5,857 shares; 2026Q1: 3,842 shares; 2026Q2: 3,842 shares 3,842 $277K 0.01% 0 Timeline SUSC 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: 9,584 shares; 2025Q3: 11,731 shares; 2025Q4: 13,412 shares; 2026Q1: 16,816 shares; 2026Q2: 11,848 shares 11,848 $274K 0.01% -4,968 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $274K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,646 shares; 2025Q1: 1,533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares; 2026Q2: 977 shares 977 $272K 0.01% +193 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 13,733 shares 13,733 $270K 0.01% 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: 2,421 shares; 2024Q4: 2,449 shares; 2025Q1: 2,636 shares; 2025Q2: 2,263 shares; 2025Q3: 2,189 shares; 2025Q4: 1,296 shares; 2026Q1: 1,223 shares; 2026Q2: 1,223 shares 1,223 $268K 0.01% 0 Timeline TVA TEXAS VENTURES ACQUISITION I More: the full row for TEXAS VENTURES ACQUISITION I 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: 25,421 shares 25,421 $268K 0.01% new Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A 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: 5,341 shares 5,341 $267K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,185 shares; 2024Q4: 17,701 shares; 2025Q1: 17,473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,941 shares; 2026Q2: 3,460 shares 3,460 $267K 0.01% +519 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,540 shares; 2026Q2: 5,640 shares 5,640 $266K 0.01% +100 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 4,750 shares 4,750 $266K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,484 shares; 2025Q2: 2,192 shares; 2025Q3: 1,970 shares; 2025Q4: 2,055 shares; 2026Q1: 1,697 shares; 2026Q2: 1,689 shares 1,689 $265K 0.01% -8 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,757 shares; 2024Q4: 12,703 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,525 shares; 2025Q4: 2,703 shares; 2026Q1: 2,665 shares; 2026Q2: 2,828 shares 2,828 $264K 0.01% +163 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,109 shares; 2025Q4: not reported; 2026Q1: 7,898 shares; 2026Q2: 5,815 shares 5,815 $262K 0.01% -2,083 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A 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: 18,262 shares 18,262 $260K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,647 shares 2,647 $260K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 2,774 shares 2,774 $260K 0.01% new Timeline BUFB 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: 415,139 shares; 2024Q4: 479,977 shares; 2025Q1: 580,500 shares; 2025Q2: 481,391 shares; 2025Q3: 452,850 shares; 2025Q4: 17,007 shares; 2026Q1: 8,796 shares; 2026Q2: 6,589 shares 6,589 $259K 0.01% -2,207 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: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,081 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,059 shares; 2026Q1: 731 shares; 2026Q2: 817 shares 817 $257K 0.01% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 814 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,177 shares 1,177 $257K 0.01% new Timeline JD JD.COM INC More: the full row for JD.COM 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: 10,057 shares 10,057 $256K 0.01% new Timeline FV 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: 7,265 shares; 2024Q4: 5,613 shares; 2025Q1: 5,497 shares; 2025Q2: 5,030 shares; 2025Q3: 5,162 shares; 2025Q4: 3,474 shares; 2026Q1: 3,366 shares; 2026Q2: 3,366 shares 3,366 $255K 0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: not reported; 2026Q2: 3,229 shares 3,229 $251K 0.01% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 855 shares; 2026Q2: 831 shares 831 $251K 0.01% -24 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: 26,188 shares; 2024Q4: 25,619 shares; 2025Q1: 25,421 shares; 2025Q2: 25,421 shares; 2025Q3: 25,421 shares; 2025Q4: 25,193 shares; 2026Q1: 25,213 shares; 2026Q2: 26,613 shares 26,613 $250K 0.01% +1,400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208 shares; 2026Q2: 255 shares 255 $250K 0.01% +47 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: 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 $248K 0.01% new 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: 782 shares; 2024Q4: 721 shares; 2025Q1: 726 shares; 2025Q2: 791 shares; 2025Q3: 722 shares; 2025Q4: 732 shares; 2026Q1: not reported; 2026Q2: 320 shares 320 $244K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,592 shares; 2025Q3: 2,899 shares; 2025Q4: 3,275 shares; 2026Q1: 2,519 shares; 2026Q2: 2,743 shares 2,743 $243K 0.01% +224 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,456 shares 2,456 $241K 0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,311 shares 2,311 $240K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 2,276 shares; 2026Q1: 2,274 shares; 2026Q2: 2,309 shares 2,309 $240K 0.01% +35 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: 5,567 shares; 2024Q4: 5,567 shares; 2025Q1: 4,347 shares; 2025Q2: 4,347 shares; 2025Q3: 5,316 shares; 2025Q4: 5,316 shares; 2026Q1: 5,312 shares; 2026Q2: 3,122 shares 3,122 $239K 0.01% -2,190 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 1,010 shares 1,010 $238K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $238K 0.01% new Timeline FLTR 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: not reported; 2024Q4: not reported; 2025Q1: 8,850 shares; 2025Q2: 8,350 shares; 2025Q3: not reported; 2025Q4: 8,450 shares; 2026Q1: 8,450 shares; 2026Q2: 9,250 shares 9,250 $237K 0.01% +800 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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: 1,724 shares 1,724 $235K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,119 shares; 2026Q2: 1,126 shares 1,126 $233K 0.01% +7 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: 10,761 shares; 2024Q4: 7,740 shares; 2025Q1: 3,259 shares; 2025Q2: 3,178 shares; 2025Q3: 3,155 shares; 2025Q4: 2,907 shares; 2026Q1: 2,466 shares; 2026Q2: 2,401 shares 2,401 $232K 0.01% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,505 shares 2,505 $231K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,083 shares 3,083 $226K 0.01% new Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,523 shares; 2024Q4: 11,286 shares; 2025Q1: 11,286 shares; 2025Q2: 11,286 shares; 2025Q3: 11,286 shares; 2025Q4: 11,286 shares; 2026Q1: 11,286 shares; 2026Q2: 11,286 shares 11,286 $225K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 164 shares 164 $222K 0.01% new Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER 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: 8,312 shares 8,312 $222K 0.01% new Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,250 shares 4,250 $222K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,512 shares 1,512 $221K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,655 shares; 2026Q1: 5,301 shares; 2026Q2: 4,047 shares 4,047 $221K 0.01% -1,254 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,853 shares; 2025Q3: 5,851 shares; 2025Q4: 2,486 shares; 2026Q1: not reported; 2026Q2: 2,444 shares 2,444 $221K 0.01% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 32,861 shares; 2026Q1: 26,908 shares; 2026Q2: 19,800 shares 19,800 $221K 0.01% -7,108 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $219K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,338 shares 1,338 $219K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 4,950 shares; 2025Q3: 5,005 shares; 2025Q4: not reported; 2026Q1: 4,108 shares; 2026Q2: 4,033 shares 4,033 $219K 0.01% -75 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: 4,054 shares; 2024Q4: not reported; 2025Q1: 3,150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,112 shares 2,112 $218K 0.01% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,973 shares 2,973 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 629 shares 629 $215K 0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,144 shares; 2024Q4: 180,797 shares; 2025Q1: 40,586 shares; 2025Q2: 20,598 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,270 shares 4,270 $214K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,756 shares 2,756 $214K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: not reported; 2026Q2: 2,229 shares 2,229 $214K 0.01% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,673 shares; 2026Q2: 7,673 shares 7,673 $211K 0.01% 0 Timeline NPO ENPRO INC More: the full row for ENPRO 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: 555 shares 555 $209K 0.01% new 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: not reported; 2025Q3: 2,946 shares; 2025Q4: 2,823 shares; 2026Q1: 2,470 shares; 2026Q2: 2,398 shares 2,398 $209K 0.01% -72 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,906 shares 9,906 $209K 0.01% new Timeline JNK 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: 3,638 shares; 2025Q1: not reported; 2025Q2: 31,901 shares; 2025Q3: 5,172 shares; 2025Q4: 2,318 shares; 2026Q1: not reported; 2026Q2: 2,164 shares 2,164 $209K 0.01% new Timeline CSANY COSAN S A More: the full row for COSAN S A 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: 72,345 shares 72,345 $208K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,292 shares 1,292 $208K 0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,291 shares; 2025Q1: 1,285 shares; 2025Q2: 1,211 shares; 2025Q3: 1,237 shares; 2025Q4: 929 shares; 2026Q1: 900 shares; 2026Q2: 855 shares 855 $207K 0.01% -45 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 826 shares 826 $206K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,285 shares 1,285 $205K 0.01% new 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: 835 shares; 2024Q4: 838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 652 shares 652 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,202 shares 1,202 $203K 0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 2,986 shares; 2026Q1: not reported; 2026Q2: 2,828 shares 2,828 $203K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 1,434 shares; 2025Q4: 1,525 shares; 2026Q1: not reported; 2026Q2: 1,244 shares 1,244 $203K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,684 shares; 2025Q3: 17,718 shares; 2025Q4: 22,306 shares; 2026Q1: 12,072 shares; 2026Q2: 12,949 shares 12,949 $145K 0.01% +877 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN 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: 23,943 shares 23,943 $139K 0.01% new Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 18,045 shares 18,045 $112K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,538 shares; 2024Q4: 30,538 shares; 2025Q1: 30,538 shares; 2025Q2: 30,538 shares; 2025Q3: 30,538 shares; 2025Q4: 23,668 shares; 2026Q1: 23,668 shares; 2026Q2: 19,204 shares 19,204 $95.8K <0.01% -4,464 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,407 shares; 2024Q4: 16,630 shares; 2025Q1: 16,630 shares; 2025Q2: 16,647 shares; 2025Q3: 16,656 shares; 2025Q4: 16,575 shares; 2026Q1: 15,909 shares; 2026Q2: 16,336 shares 16,336 $95.2K <0.01% +427 Timeline UVIX VS TRUST More: the full row for VS 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: 30,207 shares; 2026Q2: 30,207 shares 30,207 $93.3K <0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE 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: not reported; 2026Q2: 11,095 shares 11,095 $90K <0.01% new Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN 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: 12,444 shares 12,444 $72.1K <0.01% new Timeline SPRO SPERO THERAPEUTICS INC More: the full row for SPERO 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: 32,548 shares; 2025Q3: 32,548 shares; 2025Q4: 32,548 shares; 2026Q1: 32,548 shares; 2026Q2: 32,548 shares 32,548 $71.9K <0.01% 0 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS 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: not reported; 2026Q2: 23,124 shares 23,124 $53K <0.01% new Timeline BLND BLEND LABS INC More: the full row for BLEND LABS 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: 23,000 shares 23,000 $39.3K <0.01% new Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL 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: 10,500 shares 10,500 $31.7K <0.01% new Timeline PLBY PLAYBOY INC More: the full row for PLAYBOY 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: 10,353 shares 10,353 $12.6K <0.01% new Timeline REEAF REE AUTOMOTIVE LTD More: the full row for REE AUTOMOTIVE 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: not reported; 2026Q2: 25,975 shares 25,975 $5.09K <0.01% new Timeline